Arthur Andersen
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 Founded: 1913 Revenue: 9.3 billion USD (in 2002) Headquarters: St. Charles, Illinois, United States Number of employees: 85,000 Founders: Arthur E. Andersen, Clarence DeLany
Arthur Andersen List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Arthur Andersen. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Arthur Andersen Salaries. You can even request information on how much does Arthur Andersen pay if you want to. Learn about salaries, pros and cons of working for Arthur Andersen directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,313 Arthur Andersen employees in database. Find out everything there's to know about Arthur Andersen employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Arthur Andersen Employees
PlusMedia, LLC October 2014 - Present
AFP Imaging Corporation/ImageWorks 1982 - October 2014
Arthur Andersen 1976 - 1982
Skills
Managerial Finance, Financial Reporting, Mergers & Acquisitions, Accounting, US GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, Restructuring, SEC filings, Auditing, Due Diligence, Strategic Planning, Cash Management, Mergers, Executive Management, GAAP, Revenue Recognition, Financial Analysis, Forecasting, SEC reporting, Compliance, SOX, Internal Controls, Technical Accounting, 10Q, Corporate Governance, Group Medical, 10K, Audit, Financial Management, Public Companies, Budgeting, Financial Modeling, Financial Planning, Cash Flow, Corporate Finance, Accounts Receivable, International Business, Contract Negotiation, Acquisition Integration, Asset Based Finance, Strategic Financial..., Operations Management, Foreign Exchange, Finance, SEC Filings
Education
New York University 1976 — 1982
MBA, Finance
Franklin & Marshall College 1972 — 1976
BA Business, Accounting
Scarsdale High School
Risk & Regulatory Consulting LLC (formerly a segment of RSM McGladrey) May 2012 - Present
RSM McGladrey Inc October 2005 - April 2012
American Express Tax & Business Services 2002 - 2005
Arthur Andersen 1980 - 2002
Skills
Insurance Consulting &..., Statutory Accounting, Troubled Insurance..., Model Audit Rule..., Internal Controls, Internal Audit, Risk Assessment, Risk Management, Corporate Governance, Insurance Consulting, Property & Casualty..., Reinsurance, Insurance, Accounting, Auditing, Certified Fraud Examiner, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
AA, Accounting
Mercer University
University of North Florida - College of Business Administration
BBA, Accounting
East West Bank 2011 - Present
Chinatrust Bank November 2008 - October 2011
All Focus Financial 2006 - 2007
Arthur Andersen August 1998 - July 2001
Arthur Andersen 1998 - 2001
Skills
Loans, Banking, Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Risk Management, Loan Origination, Underwriting, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, FINANCE
Fu Jen Catholic University 1987 — 1991
BA, INTERNATIONAL TRADE
RGP October 2014 - Present
Ragen Swan PLLC October 2012 - October 2014
Sovran Global Services LLC February 2008 - October 2012
Microsoft Corporation January 2004 - January 2008
Accenture September 1997 - January 2004
Andersen Worldwide August 1994 - September 1997
EDS Group July 1985 - August 1994
Arthur Andersen July 1980 - July 1982
Skills
Outsourcing, Contract Negotiation, Private Equity, Intellectual Property, Licensing, Sales, Negotiation, Cloud Computing, Patents, Privacy Law, Start-ups, Program Management, Procurement, Business Process..., Mergers & Acquisitions, Software Licensing, Strategy, Leadership, Due Diligence, Joint Ventures, Legal Assistance, Employment Law, Management, Corporate Governance, Mergers, Corporate Law, SaaS, Dispute Resolution, Data Privacy, Commercial Litigation, Telecommunications, E-commerce, Enterprise Software, Litigation, Legal Advice, International Law, Recruiting, Process Improvement, New Business Development, Management Consulting, Copyright Law, Trademarks
Education
Georgetown University Law Center 1982 — 1985
JD, Corporate Law
Georgetown University 1976 — 1980
BSBA, Accounting
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Chorus Consulting LLC October 2003 - Present
Sirius Solutions July 2008 - July 2010
Navigant Consulting Inc August 2005 - May 2007
FTI Consulting, Inc January 2002 - October 2003
Deloitte & Touche January 1999 - January 2002
Arthur Andersen January 1994 - September 1997
TechLaw Systems 1988 - 1994
Skills
Computer Forensics, Document Management, Document Imaging, OCR, Databases, Data Processing, System Architecture, Litigation, Executive Management, Litigation Support, Outsourcing, Information Management, Management Consulting, Enterprise Content..., Records Management, EDRMS, Document Review, Integration, Intellectual Property, Management, Business Intelligence, IT Strategy, Project Management, Consulting, Leadership, Professional Services, Business Development, Enterprise Software, Start-ups, Information Technology, Cloud Computing, SaaS, Business Process, Expert Witness, Legal Assistance, Software Development, Vendor Management, Strategy, Networking, Forensic Analysis, Entrepreneurship, Selling, Solution Selling, Team Leadership, Strategic Partnerships, Business Planning, Business Analysis, Mergers & Acquisitions, Data Privacy, Team Building
Education
National Louis University 1990 — 1991
BA, Management and Business
George Mason University 1986 — 1989
Computer Science
James Madison High School 1982 — 1986
BOWA August 1989 - Present
BOWA Builders, Inc. June 1999 - January 2010
Arthur Andersen September 1998 - July 1999
Skills
Renovation, Construction, Budgets, Strategic Planning, Contract Management, Consulting, Project Planning, Payroll, Construction Management, Green Building, Business Development, Process Scheduler, Feasibility Studies, Proposal Writing, Process Improvement
Education
George Mason University - School of Management 2004 — 2006
Post Baccalaureate Accounting Certificate
George Mason University 1985 — 1989
BS
Wolters Kluwer June 2012 - Present
Human Resources/Business Consultant July 2010 - Present
TIAA-CREF October 2004 - July 2010
Metropolitan Life Insurance Company September 2003 - April 2004
Arthur Andersen October 2000 - April 2002
Guardian Life Insurance October 1999 - September 2000
Prudenial, Life Insurance September 1989 - October 1999
Education
Fordham University
Masters, Human Resources
IBM July 2015 - Present
IBM November 2012 - June 2015
Bloomberg Government October 2010 - October 2012
Sprint Nextel November 2003 - October 2010
Lucent Technologies 1997 - 2003
Arthur Andersen 1994 - 1997
Port Authority of NY & NJ 1985 - 1990
Skills
New Business Development, Sales Management, Contract Negotiations, Contract Management, Government Contracting, Strategic Planning, Management Consulting, Business Strategy, Competitive Analysis, Marketing Strategy, Market Research, Event Management, Marketing Communications, Customer Satisfaction, International Sales, Emerging Markets, International Trade, Export, Published Author, Mobile Communications, High Tech Sales, Information Technology, Product Marketing, Management, Wireless, Product Development, Mobile Devices, Sales, CRM, Government, Product Management, Competitive Intelligence, Direct Sales, Marketing, Solution Selling, Business Development, B2B, Cross-functional Team..., Analytics, Strategic Partnerships, Market Analysis, Contract Negotiation, Strategy, Program Management, Telecommunications, Professional Account..., Account Management, Go-to-market Strategy, Lead Generation, Sales Operations
Education
University of Pennsylvania - The Wharton School
BS Economics, Marketing, International Business
Fordham University - Graduate School of Business Administration
MBA, Strategic Management, International Business
Fordham University - Graduate School of Business Administration
NonProfit Leadership Certificate Program
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
Rio Tinto May 2015 - Present
Rio Tinto Alcan April 2012 - Present
Companhia Siderurgica Nacional (CSN) August 2009 - April 2012
Alcoa April 2008 - July 2009
Alcoa Aluminio S.A. January 2006 - April 2008
Alcoa June 2004 - December 2005
Arthur Andersen December 1997 - June 2001
Skills
Financial Analysis, Managerial Finance, Accounting, Financial Accounting, Tax, Mining, Capex, Business, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Treasury Management, Treasury, Strategic Financial..., Cost Accounting, Financial Audits, Alumina, Internal Audit, Consolidation, Business Planning, Cash Flow, IFRS, Hyperion Enterprise, Restructuring, Corporate Finance, Working Capital..., Forecasting, Finance, Mergers & Acquisitions, SAP, Cash Management, Financial Modeling, ERP, Key Performance..., Sarbanes-Oxley, Financial Forecasting, Auditing, Due Diligence
Education
Fundação Armando Álvares Penteado 2001 — 2002
Pos Graduated, Financial Accounting Administration
Faculdade de Engenharia Industrial 1993 — 1997
Bachelor's degree, Industrial Engineering
Mizuho Financial Group July 2015 - Present
SunTrust Robinson Humphrey January 2014 - July 2015
Morgan Stanley 2003 - January 2014
Arthur Andersen 1996 - 2001
Skills
Private Equity, Debt, IPO, Valuation, Bridge Financing, Bank Financing, Seller Financing, Equity Capital Markets, Capital Markets..., Secondary Offerings, Leveraged Finance, Buyouts, Financial Modeling, Refinance Transactions, Business Acquisition, M&A due diligence, M&A experience, College Recruiting, Direct Recruiting, Team Management, Team Building, Cross-functional Team..., Mergers, LBO, Investment Banking, Private Placements, Corporate Finance, Bonds, Capital Structure, Series 7, Auditing, Series 63, Financial Analysis, Capital Markets, Due Diligence, Finance, Investments, Equities, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Georgetown University 1992 — 1996
BSBA
Virgin Unite December 2010 - December 2013
VideoEgg Inc. (now SAY Media) October 2006 - November 2010
Yahoo! August 2005 - October 2006
Deutsche Bank June 2004 - August 2004
Edison Schools May 1999 - August 2003
Arthur Andersen July 1998 - May 1999
Skills
Strategy, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Management, Cross-functional Team..., Monetization Strategy, Sales Strategy, Business Strategy, Digital Media, Strategic Planning, Analytics, Product Management, Business Planning, Online Advertising, E-commerce, Financial Modeling
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Georgetown University 1995 — 1998
BSFS
Waseda University 1996 — 1997
Stuyvesant High School 1992 — 1994
PwC November 2013 - Present
Crowe Horwath September 2005 - October 2013
Sonic Automotive August 2002 - August 2005
Arthur Andersen June 1999 - May 2002
Skills
Auditing, Accounting, External Audit, SEC filings, Operational Efficiency, Best Practices, GAAP, Recruiting, Audit, Financial Reporting, Internal Controls, Operations Management, CPA, Financial Analysis, Technical Writing, US GAAP, Financial Accounting, General Ledger, Financial Modeling, Financial Statements, IFRS, Marketing, Sarbanes-Oxley Act, SEC Filings, Revenue Recognition, Corporate Tax
Education
Georgetown University
BS Accounting, Accounting
Credit Suisse May 2014 - Present
Vision Financial Markets LLC January 2009 - February 2014
Altavest Worldwide Trading, Inc. November 2003 - January 2009
Arthur Andersen November 2000 - February 2002
Credit Suisse Hedging-Griffo January 1998 - June 2000
Skills
Options, Trading, Commodities, Derivatives, Asset Management, Investments, Customer Relations, Trading Strategies, Traders, Hedging, Technical Analysis, Financial Markets, Commodity, Hedge Funds, Trading Systems, FX trading, Managed Futures, Alternative Investments, FX, Currency, Financial Analysis, Customer Service, Microsoft Office, Economics, Financial Advisory, Excel, Problem Solving, Research, Options Strategies, Proprietary Trading, FINRA, Series 7, Risk Management, Portfolio Management, Capital Markets, Investment Strategies, Credit Derivatives, Emerging Markets, Investment Banking, Electronic Trading, Microsoft Excel, Equities, Financial Modeling, Bloomberg, Swaps, Equity Trading, Series 63, Asset Allocation, Fixed Income, Market Risk
Education
UCLA 2002 — 2003
Extension Program, Investments and Securities, GPA 3.63
Fundação Getúlio Vargas 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
BDO USA, LLP November 2012 - Present
Accounting Management Solutions August 2011 - November 2012
KPMG LLP May 2006 - August 2011
State of Vermont 2005 - 2006
McSoley McCoy & Co. 2002 - 2005
Arthur Andersen August 1988 - October 1992
Skills
Financial Reporting, Compliance, Government, A-133, Auditing, Business Process..., Internal Controls, Non-profits, Higher Education, FASB, GASB, Government Auditing...
Education
Georgetown University 1984 — 1988
BSBA, Accounting and Finance
Chaminade High School
Stout Risius Ross March 2008 - Present
Madison Capital Management June 2007 - March 2008
Stout Risius Ross December 2004 - June 2007
Willamette Management Associates September 2002 - December 2004
Deloitte April 2002 - September 2002
Arthur Andersen June 2000 - April 2002
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Due Diligence, Financial Analysis, Leveraged Finance, Venture Capital, LBO, Restructuring, Capital Markets, Alternative Investments, Financial Reporting, Strategy, Investments
Education
Georgetown University 1996 — 2000
BSFS, Economics
Author November 2013 - Present
Information Strategies, Inc. 2009 - 2010
Tangram International Group 2003 - November 2009
Mellon Investor Services 2001 - 2002
TradeOut.com 2000 - 2002
Oracle Corporation 1998 - 2000
Arthur Andersen 1996 - 1998
J.P. Morgan 1992 - 1996
Skills
Leadership, Professional..., Career Development..., Strategy, Cross-functional Team..., Entrepreneurship, Start-ups, Enterprise Software, Program Management, Management, Business Development, Product Management, Management Consulting, Strategic Planning, Business Strategy, Business Analysis, E-commerce, CRM, Business Planning, Professional...
Education
Georgetown University
BS, Finance
PNC January 2013 - Present
Baker & Hostetler LLP December 2006 - December 2012
Exel 2006 - December 2006
Kegler Brown Hill & Ritter April 2002 - 2006
Arthur Andersen September 2000 - March 2002
Skills
Event Planning, Media Relations, Market Planning, Business Development, Project Management, Proposal Writing, Team Leadership, Business Coaching, Public Relations, Marketing Strategy, Social Media, Marketing Communications, Community Outreach, Corporate Communications, Community Service, Internal Communications, Business Strategy, Market Research, Email Marketing, B2B Marketing, Strategy, Social Media Marketing, Marketing, Management, Online Advertising, Leadership, Competitive Analysis, New Business Development, Fundraising, Strategic Partnerships, Advertising, Online Marketing, Strategic Planning, Newsletters, Sponsorship, Budgets, Integrated Marketing, Strategic Communications, Community Development, Project Planning, Social Networking, Team Management, Event Management, Press Releases, B2B
Education
Franklin University
Master of Science, Marketing and Communication
The Ohio State University
BA, Journalism and Public Relations
Deloitte August 2015 - Present
Deloitte November 2013 - Present
Deloitte LLP - New York - NY- USA July 2011 - November 2013
Deloitte - São Paulo - Brazil December 2008 - July 2011
Sartorius Stedim Biotech - Beijing - China April 2008 - November 2008
Servier - Rio de Janeiro - Brazil August 2007 - March 2008
Deloitte - Rio de Janeiro - Brazil June 2002 - August 2007
Arthur Andersen January 2002 - June 2002
Skills
Human Relations, Languages, Multicultural, Spanish, English, Organizational..., Benefits, Technical Recruiting, Employee Relations, Employee Benefits, Training, Auditing, People Skills, Talent Acquisition, Analysis, Strategy, Personnel Management, Leadership, Management, Recruiting, Consulting, Talent Management, Human Resources
Education
New York University 2011 — 2012
Professional Certificate, Leadership and Organizational Development
New York University 2012 — 2013
Specialization, Business/Corporate Communications
Instituto Cervantes 2012 — 2013
Spanish Language and Literature
Fundação Getúlio Vargas 2004 — 2006
MBA, Human Resources
Universidade Cândido Mendes 2003 — 2004
Specialization, Human Resources
Universidade Federal do Rio de Janeiro 1999 — 2001
Post Graduation, International Trade
Universidade Estácio de Sá 1994 — 1998
Bachelor, International Relations
Costlow & Company, PLLC October 2001 - Present
Arthur Andersen November 1999 - August 2001
Skills
Certified Public..., Personal Financial..., Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Small Business, QuickBooks, CPA, Financial Reporting, Internal Controls, Tax Returns, Bookkeeping, Tax Research, Start-ups, GAAP, Tax Accounting, Strategic Planning
Education
George Mason University 1996 — 1998
Master of Science (MS), Taxation
Toys R Us January 2014 - Present
William Paterson University January 2007 - Present
ToysRUs October 2012 - January 2014
Toys R Us July 2011 - October 2012
Toys R Us March 2008 - July 2011
The New York Times 2000 - 2008
Arthur Andersen 1997 - 1999
Skills
Forecasting, Financial Analysis, Tax, Analytical Skills, Budgets, Microsoft Excel, Risk Management, Financial Reporting, Strategic Partnerships, Accounting, CRM, Finance, Access, Leadership, Sarbanes-Oxley Act, Financial Modeling, Internal Audit, Management, Corporate Finance, Retail, Strategic Planning, Analysis, Strategic Financial..., Process Improvement, Auditing, Managerial Finance, Payroll, E-commerce, Data Analysis, Financial Accounting, Time Management, Business Planning, Accounts Payable, Team Leadership, PeopleSoft, Variance Analysis, Training, Project Planning, SAP
Education
CUNY
Fordham Gabelli School of Business
Tatum, a Randstad Company July 2013 - Present
Alvarez & Marsal Business Consulting 2010 - 2013
Strata Marketing 2008 - 2010
Horizon Media, Inc. 1999 - 2008
Arthur Andersen 1994 - 1999
J H Cohn & Company 1985 - 1994
Hearst Magazines 1983 - 1985
Rolodex 1979 - 1983
Skills
IT Assessments, Mergers, Aquisition, Carve-outs, IT Cost Optimization, Vendor Management, Procurement, Infrastructure, ERP, Accounting, CIO Advisory Services, Enterprise Architecture, Data/Network Security, Business Continuity..., Project Portfolio..., Mergers & Acquisitions, Information Technology, Management, Management Consulting, Business Process, Program Management, Governance, Integration, Consulting, Project Management, Strategy, Professional Services, Leadership, Strategic Planning, Security, Business Intelligence, IT Management, Data Center, Outsourcing, Business Analysis, Business Process...
Education
Rutgers Graduate School of Management 1983 — 1987
MBA, Information Systems
Fordham University 1975 — 1979
BS, Accounting
True Partners Consulting, LLC February 2006 - Present
Deloitte Tax LLP 2002 - 2006
Arthur Andersen 1996 - 2002
Florida Department of Revenue 1988 - 1996
Skills
Tax, Tax Research, Sales Tax, Property Tax, Tax Advisory, Accounting, SEC filings, Tax Law, Use Tax, Tax Preparation, State Tax, GAAP, Corporate Tax, Tax Accounting, Income Tax, SEC Filings, Financial Reporting
Education
Florida State University - College of Business 1983 — 1987
BS, Accounting
RMRC 2014 - Present
Ernst & Young October 2010 - Present
KPMG LLP October 2007 - September 2010
KPMG AG Wirtschaftsprüfungsgesellschaft 2003 - 2007
Arthur Andersen October 1996 - June 2002
Skills
International Tax, Tax, Expatriate Management, Payroll, Deferred Compensation, Leadership, Policy, Succession Planning, Income Tax, Employee Benefits, Tax Research, Tax Accounting, Executive Pay, IFRS, CPA, Tax Preparation, Corporate Tax, Accounting, Tax Advisory, Big 4
Education
Fort Lewis College 1991 — 1995
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
Leidos January 2014 - Present
Alion Science and Technology November 2010 - January 2014
Grant Thornton March 2008 - November 2010
Northrop Grumman October 2003 - February 2008
Arthur Andersen 1999 - 2001
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., GAAP, Accounting, Financial Reporting, Sarbanes-Oxley, Risk Assessment, Financial Accounting, Financial Analysis, Risk Management, General Ledger, Financial Audits, External Audit
Education
George Mason University 1992 — 1994
BS, Accounting
St. Scholastica's Academy Marikina 1985 — 1988
Chinatrust Commercial Bank November 2008 - October 2011
Arthur Andersen August 1998 - June 2001
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Retail Banking, Financial Modeling
Education
Pepperdine University 1996 — 1998
MBA, Finance & Marketing
Fu Jen Catholic University
Bachelor of Business Administration (BBA), International Trade
David Kesel CPA, PLLC December 2011 - Present
Grant Thornton LLP May 2005 - December 2011
Weaver December 2000 - June 2005
Arthur Andersen November 1996 - December 2000
Skills
Corporate Tax, Tax Accounting, Tax, Accounting, Internal Controls, CPA, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, GAAP, Tax Advisory, Consolidation, Auditing, Assurance, Internal Audit, US GAAP, General Ledger, Financial Analysis, Sarbanes-Oxley Act, S Corporations, International Tax, Small Business, Financial Accounting, Sales Tax, Tax Law, SEC filings, Business Valuation, Due Diligence, IFRS, Fixed Assets, IRS, Financial Statements, Sarbanes-Oxley, QuickBooks, Tax Returns, Financial Reporting, Account Reconciliation, Revenue Recognition, Financial Audits, External Audit, Cash Flow, Mergers & Acquisitions
Education
Franklin University 1991 — 1995
BS, Accounting
Independent Consultant September 2003 - March 2011
IOR Global Services January 2006 - December 2006
Cartus(Cendant Mobility) February 2003 - July 2003
BroadBand Office March 2000 - July 2001
Arthur Andersen June 1998 - March 2000
Equant/SITA May 1995 - January 1997
Skills
Executive Coaching, Leadership Development, Management Consulting, Talent Management, Organizational..., Organizational Design, Strategic Planning, Consulting, Outsourcing, Business Development, Employee Relations, Start-ups, Personnel Management, Human Resources, Coaching, Performance Management, Entrepreneurship, Strategy, Executive Management, Management, Training, Employee Benefits, Expatriate Management, Deferred Compensation, Leadership, HR Consulting
Education
George Mason University 2002 — 2003
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
BBA
PricewaterhouseCoopers September 2003 - Present
Capital Guardian Trust Company January 2001 - September 2003
Arthur Andersen August 1998 - December 2000
Skills
Transfer Pricing, Economics, International Tax, Intellectual Property..., Cost Sharing
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA
Georgetown University 1993 — 1997
BSFS, Economics
Arthur J. Gallagher & Co June 2012 - Present
Corporate Benefit Advisors June 2007 - June 2012
Marsh / Palmer & Cay 2003 - 2006
Arthur Andersen December 1996 - March 2003
Shearson Lehman Brothers - Smith Barney 1987 - 1996
Organization of American States / PADF 1983 - 1986
Skills
Employee Benefits, Defined Benefit, Retirement, 401k, Pensions, Strategic Planning, Risk Management, Mergers, Insurance, Executive Pay, Asset Managment, Investment Advisory, Financial Analysis, Investments, Succession Planning, Series 7, 6, 65, 63, 26..., Financial Advisory, Fixed Annuities, Mergers & Acquisitions, Equities, Retirement Planning, Asset Management, Strategic Financial..., Retirement Plan...
Education
Fordham Gabelli School of Business 1984 — 1986
MBA, International Finance
University of Florida 1979 — 1982
BA, Economics
Apple January 2014 - Present
Apple August 2012 - Present
Apple October 2011 - September 2012
IBM September 2010 - October 2011
IBM October 2008 - October 2010
Cofra Latin America August 2007 - November 2008
Ernst & Young January 2005 - August 2007
Arthur Andersen June 2000 - January 2005
Skills
Tax Advisory, Tax Law, Tax, Corporate Tax, International Tax, Indirect Taxation, Transfer Pricing, Income Tax, Tax Accounting, Due Diligence, VAT, Mergers, Cross-border..., Financial Reporting, Restructuring, Financial Accounting, Financial Analysis, Managerial Finance, Consolidation, Forecasting, Hyperion Enterprise, Account Reconciliation
Education
Universidade Paulista 2003 — 2008
Bachelor, Law
Fundação Armando Alvares Penteado 1997 — 2001
Bacharel, Business Administration
Capital One April 2006 - June 2012
Nextel 2003 - 2006
Arthur Andersen 1999 - 2003
Skills
Corporate Tax, Tax, Tax Accounting, Accounting, GAAP, Tax Research, Sarbanes-Oxley Act, Financial Reporting, Income Tax
Education
George Mason University 1997 — 1999
BS, Accounting
Anthem, Inc. October 2013 - Present
EmblemHealth July 2007 - October 2013
Group Health Inc January 2006 - July 2007
EYP Mission Critical Facilities 2003 - 2005
Capital Markets Company 2000 - 2002
Asarco 1990 - 1999
RJR Nabisco 1987 - 1989
Arthur Andersen July 1984 - December 1986
Skills
Financial Reporting, Accounting, Budgeting, SEC reporting, Auditing, General Ledger, Variance Analysis, Financial Analysis, Internal Controls, Financial Modeling, Forecasting, Consolidation, PeopleSoft, Excel, Process Improvement, P&L, Audit, Compliance, Financial Management, Insurance, Analysis, Financial Accounting, Cash Flow, Planning, PowerPoint, GAAP, Word, Problem Solving, Balance, Microsoft Excel, Income Statement, US GAAP, Project Planning, Accounts Payable, Internal Audit, SEC filings, Budgets, Microsoft Word, Managerial Finance, Risk Management, Management, Cash Management, Mergers & Acquisitions, Tax, Payroll, Executive Management, Financial Statements, Banking, Financial Forecasting, Hyperion Enterprise
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance, International Business
Fordham University 1980 — 1984
BS, Accounting
Connolly, LLC May 2015 - Present
Connolly, Inc. May 2010 - April 2015
The New York Times October 2001 - May 2010
Arthur Andersen August 1998 - September 2001
Skills
Project Planning, Status Reporting, Financial Planning, Financial Analysis, Financial Reporting, Financial Management, Financial Accounting, Presentation Development, Competitive Analysis, Compliance Management, Managerial Finance, Sarbanes-Oxley Act, Internal Controls, Management, Finance, Budgets, Strategic Financial...
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
Providence College 1994 — 1998
BS, Accounting
Burger King Corporation July 2007 - Present
Burger King Corporation June 2006 - June 2007
Burger King Corporation January 2005 - June 2006
Burger King Corporation March 2003 - January 2005
Burger King Corporation February 2001 - March 2003
Arthur Andersen 1998 - February 2001
Skills
Franchising, Income Statement, Food Service, Restaurants, Restaurant Management, Real Estate, Multi-unit, Franchise Consulting, Location Intelligence, Lease Negotiations, P&L Management, Operations Management, Team Building, Retail, Customer Satisfaction, Leadership, Hiring, Shopping Centers, Finance, P&L, People Development, Leases, Profit, Food & Beverage, Forecasting, Multi-Unit, Management
Education
Florida State University - College of Business 1993 — 1998
Bachelor of Science (BS), Accounting
Kotter International November 2014 - Present
Consultant to American companies doing business in Italy January 2012 - Present
Annie E. Casey Foundation October 2011 - Present
Maurice Agresta LLC May 2010 - Present
Maurice Agresta, LLP May 2010 - November 2014
Casey Family Services June 2009 - June 2012
United Parcel Service April 2008 - May 2010
UPS January 1986 - March 2008
UPS 1990 - 2006
arthur andersen 1982 - 1986
Skills
Tax Research, Corporate Tax, Tax, SEC filings, Financial Analysis, Tax Accounting, Financial Reporting, Restructuring, Sarbanes-Oxley Act, Tax Preparation, Accounting, GAAP, Income Tax, US GAAP, Tax Law, Tax Returns, Due Diligence, Mergers & Acquisitions, International Tax, Auditing
Education
New York University School of Law 1984 — 1987
LLM, Law
Fordham University School of Law 1979 — 1982
JD, Law
Saint Peter's University 1975 — 1979
Bachelor, Accounting
Sage Software, Inc. March 2015 - Present
GVP Partners November 2008 - Present
Navigant October 2012 - April 2014
Deloitte & Touche LLP May 2005 - November 2008
HarborView Partners LLC February 2001 - April 2005
PricewaterhouseCoopers May 1997 - January 2001
Union Camp Corporation May 1995 - April 1997
Altria/Kraft Foods/Dart & Kraft April 1983 - April 1995
Arthur Andersen January 1981 - April 1983
Skills
Enterprise Risk..., Value Creation Insight, Value Preservation..., Innovation, COSO 2013, Business Process..., Business Disruption, Business Transformation, Governance, Risk Management, Internal Audit, Internal Controls, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, COSO, Risk Assessment, Corporate Governance, Management, IT Audit, Due Diligence, Assurance, Operational Risk, Mergers, Forensic Accounting, Business Intelligence, Restructuring, Information Technology, New Business Development, Acquisition Integration, Performance Improvement, Fraud, Talent Acquisition, Operational Risk..., Value Stream Mapping, Six Sigma, TQM, Strategic Consulting, Earned Value Management, Performance Management, IT Risk, Balanced Scorecard, Corporate Management, Compliance Management, Process Improvement, Executive Management
Education
Georgetown University 1977 — 1980
BSBA, Accounting
Christian Brothers Academy
College Prep, Philosophy of Life
Visa October 2014 - Present
Visa November 2012 - September 2014
Gridium February 2012 - August 2012
Visage Mobile March 2009 - September 2011
Visage Mobile May 2006 - March 2009
Sendmail, Inc. May 2004 - April 2006
Digitas 2003 - 2004
Brocade 2002 - 2003
NorthPoint Communications 1998 - 2001
Arthur Andersen 1995 - 1998
Skills
SaaS, Program Management, Enterprise Software, Telecommunications, Mobile, Salesforce.com, New Business Development, Account Management, Management Consulting, Business Development, Channel Sales..., Business Relationship..., Mobile Devices, Channel Partners, Direct Marketing, Strategy, Strategic Partnerships, CRM, Product Marketing, Start-ups, Lead Generation, Management, Direct Sales, Cross-functional Team..., Product Development, Integration, Demand Generation, Sales, Marketing Strategy, Sales Enablement, Product Management, Channel Management, Wireless, Software Sales, Operations Management, Marketing Management, Marketing, Cloud Computing, Project Management, Analytics, Consulting, Go-to-market Strategy
Education
Georgetown University 1990 — 1994
BA, Government
Forfeiture Support Associates - Department of Justice 2010 - Present
St. Jude Medical 2008 - 2009
Wilshire Associates 2007 - 2007
Pfizer 2002 - 2007
Arthur Andersen 2000 - 2002
Skills
Auditing, Forecasting, Budget, Financial Analysis, Policy, Financial Reporting, Accounting, Internal Controls, Budgets, GAAP, Accounts Payable, Fraud, Analysis, Finance, Financial Statements, Financial Risk, Training, Consolidation, Financial Accounting, Forensic Accounting, Variance Analysis, Financial Modeling, Sarbanes-Oxley, Internal Audit, General Ledger, Sarbanes-Oxley Act, External Audit, Fixed Assets, Account Reconciliation, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Corporate Finance
Tulane University 1997 — 2000
BSM, Accounting
Inova Children's Hospital March 2015 - Present
Inova Fairfax Hospital July 2013 - Present
Inova Loudoun Hospital July 2011 - July 2013
Virginia Hospital Center October 2009 - February 2011
Shepherd Center June 2006 - October 2009
Clark Consulting 2003 - 2005
Aon Hewitt 2002 - 2003
Arthur Andersen May 2001 - February 2002
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Clinical Research, Nursing, Data Analysis, EMR, Healthcare Information..., Strategic Planning, Case Managment, Change Management, Acute Care, Disease Management, Managed Care, HIPAA, Patient Safety
Education
Frostburg State University 2014 — 2016
Master’s Degree, Nursing Administration
Kennesaw State University 2005 — 2006
BSN, Nursing
Rhodes College 1997 — 2001
Bachelors in Business Administration, International Business
BlueCross BlueShield of SC September 2005 - Present
BlueCross BlueShield of SC June 2002 - September 2005
Arthur Andersen March 1999 - June 2002
Arthur Andersen March 1997 - March 1999
Skills
Employee Relations, Recruiting, Training, Resume Writing, Sourcing, Talent Acquisition, Applicant Tracking..., Onboarding, Performance Management, Employee Benefits, Management, Personnel Management, Internet Recruiting, Process Improvement, Talent Management, Benefits Administration, New Hire Orientations, Human Resources, Leadership, Customer Service, Team Building, Employee Training, HRIS
Education
Franklin University
BS, Human Resources
University of Cincinnati
Handy HQ July 2014 - Present
Weight Watchers March 2012 - July 2014
Pitney Bowes April 2009 - March 2012
Pitney Bowes April 2007 - April 2009
Pitney Bowes November 2005 - April 2007
Arrow Electronics June 2002 - October 2005
Arthur Andersen 1999 - 2002
Skills
Strategic Planning, Forecasting, Process Improvement, Financial Analysis, Business Strategy, Financial Modeling, Performance Management, P&L, Budgeting, Data Analysis, P&L Management, Process Engineering, Analytics, Analysis, Business Analysis, Financial Planning, Cross-functional Team..., Outsourcing, Business Process..., Management Consulting, Operations Management, Customer Satisfaction, Strategy, Change Management, Vendor Management, Management, Team Building, CRM, Business Development, Leadership, Team Leadership, Call Centers, Account Management, Customer Experience, Program Management, Business Process, Executive Management, Salesforce.com, Competitive Analysis, Strategic Partnerships, Team Management, Operational Excellence, BPO, Customer Service, Six Sigma, Business Transformation, Business Planning, Business Intelligence, Project Management, Workforce Management
Education
Georgetown University 1997 — 1999
MPP, Master of Public Policy
The Johns Hopkins University 1993 — 1997
BA, International Relations and Economics
The Kent School 1989 — 1993
High School
McGladrey February 2015 - Present
UHY Advisors October 2012 - February 2015
Express Scripts, Inc. December 2004 - September 2012
Deloitte Tax 1998 - 2004
Arthur Andersen 1994 - 1998
ITT Finanicial 1991 - 1994
Skills
Tax Accounting, Tax Research, Corporate Tax, Sarbanes-Oxley Act, Tax, SEC filings, Accounting, Auditing, US GAAP, Financial Analysis, Internal Controls, Income Tax
Education
Fontbonne University 1993 — 1996
Master of Science (M.S.), Taxation
The University of Texas at Arlington 1988 — 1989
Bachelor of Business Administration (BBA), Accounting
PwC May 2015 - Present
Thomas and Herbert Consulting October 2013 - April 2015
eGlobalTech April 2013 - September 2013
Grant Thornton, LLP - Global Public Sector May 2009 - March 2013
Delta Solutions & Technologies, Inc. August 2005 - May 2009
IBM Global Services January 2005 - July 2005
IBM Global Services June 2002 - January 2005
Arthur Andersen April 2001 - June 2002
PwC April 1998 - April 2001
NDC Group 1996 - 1998
Skills
Program Management, Risk Management, Contract Management, Customer Relations, Team Building, SDLC, Resource Management, Earned Value Management, Management Consulting, Budgeting, Strategic Planning, PMP, Project Planning, Requirements Analysis, PMO, Team Leadership, SharePoint, Quality Assurance, Security Clearance, Government, IT Governance, Project Portfolio..., Risk Mitigation, Project Management, Analysis, Management, Leadership, Vendor Management, Integration, IT Strategy, Team Management, Business Transformation, Business Strategy, Requirements Gathering, Visio, Business Development, Data Analysis, Contract Negotiation, Policy, Certified Project..., IT Management, Strategy, Information Technology, Telecommunications, Software Documentation, Requirements Management, Knowledge Management, Software Development, CMMI, Process Improvement
Education
George Mason University 1992 — 1996
B.A., History
George Mason University 1992 — 1995
Bachelor of Arts (B.A.), History
Gonzaga College High School 1988 — 1991
Verathon Inc., subsidiary of Roper Technologies, Inc. June 2015 - Present
Strong-Bridge Consulting January 2014 - June 2015
AT&T May 2013 - January 2014
Bill & Melinda Gates Foundation October 2012 - April 2013
Slalom Consulting March 2008 - September 2012
WaMu January 2007 - January 2008
WaMu August 2006 - December 2006
WaMu April 2004 - July 2006
WaMu October 2002 - March 2004
Arthur Andersen July 2000 - July 2002
Skills
Project Portfolio..., Operational Excellence, Governance, Financial Services, Portfolio Management, Business Process..., Risk Management, Financial Modeling, Vendor Management, Business Process Mapping, Process Improvement, Banking, Business Analysis, Management Consulting, Financial Analysis, Change Management, Organizational..., Forecasting, Budgets, Leadership, Six Sigma, Program Management, Strategic Planning, Project Management, Cross-functional Team..., Strategy, SDLC, Business Intelligence, Analytics, PMO, Management, Analysis, Business Strategy, Organizational..., Executive Management, Performance Management, Project Planning
Education
Regis University 1993 — 1996
BS, Accounting, Minor in Business Administration
Fuller Theological Seminary 2008 — 2009
M Div (Completed First Year), Theology of Work
Pearson plc July 2014 - Present
Halliburton July 2011 - July 2014
Cisco Systems April 2008 - July 2011
Nortel December 2005 - April 2008
Arcor do Brasil Ltda January 2004 - December 2005
Deloitte 2002 - 2004
Arthur Andersen 1997 - 2002
Skills
Transfer Pricing, International Tax, Tax, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax, US GAAP, Internal Controls, Tax Law, Accounting, Financial Reporting, Tax Advisory, FAS 5, FIN 48, FAS109, Due Diligence, IFRS, Income Tax, Consolidation, Big 4, VAT, SEC filings, Corporate Tax Planning
Education
Fundação Getulio Vargas 2005 — 2007
MBA, Tax
Pontifícia Universidade Católica de São Paulo 1996 — 2000
Business, business
Interstate Batteries May 2014 - Present
IBM July 2009 - July 2013
IBM July 2008 - July 2009
IBM January 2005 - July 2008
IBM August 2002 - January 2005
Arthur Andersen May 2001 - August 2001
Dell May 2000 - August 2000
University Directories May 1999 - August 1999
Skills
Web Analytics, Web Marketing, Sales Management, Sales Process, Web Marketing Strategy, Healthcare Industry, Organic Search, Territory..., Territory Mapping, Territory Account..., SEO, SEM, PPC, Marketing, Advertising, Digital Marketing, CRM, Strategy, Digital Strategy, Integrated Marketing, Marketing Management
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Fudan University 2001 — 2001
CIEE Semester Study Abroad Program, Business and Economics
WP Clements High School 1993 — 1997
High School Degree
Olmstead Associates March 2014 - Present
SenaHill Partners, LP 2013 - Present
Omaha Storm Chasers 2013 - Present
ITG 2006 - 2011
Macgregor 2001 - 2006
Arthur Andersen 1998 - 2000
Accenture 1988 - 1996
Education
Georgetown University
Oxford University
MorganFranklin Consulting October 2013 - Present
RSM McGladrey 2010 - Present
Deloitte May 2002 - May 2010
Arthur Andersen January 1990 - May 2002
Skills
Real Estate, Business Development, Sarbanes-Oxley Act, Selling, Auditing, Tax, Financial Reporting, CPA, Consulting, Internal Controls, Managerial Finance, Strategic Planning, Sales, Sales Management, Professional Services, Strategy, Business Strategy, Accounting
Education
George Mason University 1985 — 1989
Bachelor of Science (BS), Accounting
O'Connell High School 1981 — 1984
PwC December 2013 - Present
PwC July 2012 - Present
Ernst & Young December 2003 - July 2012
Arthur Andersen July 1997 - June 2002
Arthur Andersen July 1993 - July 1997
Skills
Tax, Financial Analysis, Financial Reporting, Budgets, Sarbanes-Oxley Act, Management, Training, Project Planning, GAAP, Accounting, Internal Controls, SEC filings, Assurance, Strategy, US GAAP
Education
Franklin Pierce College 1989 — 1993
Bachelor's degree, Accounting
PricewaterhouseCoopers 2002 - Present
Arthur Andersen 1994 - 2002
Chemonics International 1990 - 1994
Skills
Enterprise Risk..., Business Transformation, Management Consulting, Acquisition Integration, Due Diligence, Business Process..., Financial Analysis, Internal Controls, Mergers & Acquisitions, Strategic Planning, Organizational Design, Process Improvement, Program Management, Change Management, Risk Management, Restructuring, Strategy, Governance, Executive Management, Financial Modeling
Education
Georgetown University 1988 — 1990
Masters of Science in Foreign Service
Union College 1976 — 1980
BA
WilmerHale August 2014 - Present
Crowell & Moring LLP September 2008 - August 2014
HSBC 2002 - 2008
Morgan Stanley 2005 - 2006
Arthur Andersen 2000 - 2002
Skills
Mergers, AML, Risk Management, Financial Services, Corporate Law, Licensing, Litigation, Securities, Employment Law, Capital Markets, Due Diligence, Intellectual Property, Corporate Governance, Financial Analysis, Legal Research, Financial Modeling, Strategic Planning, Legal Writing, Litigation Support, Mediation, Mergers
Education
Fordham University School of Law 1996 — 2000
Juris Doctor (J.D.), Law
Fordham University - Graduate School of Business Administration 1996 — 2000
Master of Business Administration (M.B.A.), 1-Corporate Finance, 2-Communications and Media Management
Axiaware January 2005 - Present
Tech Advantage October 1997 - December 2004
Arthur Andersen September 1994 - October 1997
Skills
Leadership, Agile Methodologies, Mobile Applications, Usability, User Experience, Enterprise Software, Project Management, Security, Cloud Computing, Start-ups, Executive Management, Strategic Planning, Networking, Web Development, User Interface Design, Business Development, Interaction Design, Strategic Partnerships, SaaS, E-commerce, Project Planning, XHTML, Management Consulting, CSS, Web Applications, User Experience Design, Usability Testing, HTML, Mobile Devices, SEO, Analytics, Web 2.0, Fundraising, Consulting, Management, Program Management
Education
Georgetown University 1990 — 1994
BSFS, Economics
Universität Trier 1992 — 1992
German
Walker & Dunlop December 2010 - Present
Ford Software Solutions September 2004 - December 2012
Baker Tilly Virchow Krause, LLP January 2008 - November 2012
Inphonic May 2005 - October 2007
Oursource Partners International (OPI) 2002 - 2004
Arthur Andersen June 1997 - August 2002
Beers + Cutler 1992 - 1997
Skills
XML, .NET, Microsoft SQL Server, SharePoint, ASP.NET, VB.NET, Visual Studio, JavaScript, SQL, Integration
Education
George Mason University
Bachelor's degree, Accounting and Information Technology
Madison Square Garden June 2010 - Present
Protiviti September 2003 - June 2010
ECI Conference Call Services May 2002 - September 2003
Arthur Andersen July 1998 - May 2002
Arthur Andersen LLP July 1995 - July 1998
Skills
Internal Audit, Compliance, SOX, Audit, Management Consulting, Internal Controls, Accounting, Business Process..., Governance, Certified Public..., Project Management..., Sarbanes-Oxley Act, Auditing, GAAP, Business Process, Sarbanes-Oxley, Strategy, Enterprise Risk..., Finance, Risk Management, Financial Audits, Project Management, Financial Risk, Financial Reporting, Budgets, SEC filings, Corporate Governance, COSO, Process Improvement, Risk Assessment
Education
Fordham University 1993 — 1995
BS, Public Accounting
Duke Energy Corporation January 2013 - Present
Lash Group 2007 - 2012
RJ Reynolds 1996 - 2006
RJ Reynolds 1994 - 1996
Arthur Andersen 1992 - 1994
Skills
Cross-functional Team..., Managed Care, Pharmaceutical Industry, Strategic Planning, Process Improvement, Forecasting, Competitive Analysis, Project Management, Financial Analysis, Sales Operations, Budgets, Product Launch, Change Management, Program Management, Finance, Strategy, Leadership, Negotiation, Financial Modeling, Team Building, Coaching, Accounting, Data Analysis, Management, Financial Reporting, New Business Development, Business Analysis, Auditing, Team Leadership, Analysis, Contract Negotiation, Training, Business Process..., Sarbanes-Oxley Act, Healthcare, Variance Analysis, Management Consulting, Risk Management, Hyperion Enterprise, Mergers & Acquisitions, Vendor Management, Strategic Financial..., Internal Controls, Financial Accounting, Internal Audit, General Ledger, Essbase, SAP, US GAAP
Education
Wake Forest University 1998 — 2000
MBA, Finance
Furman University 1988 — 1992
BA, Accounting
Scott Curtin 2012 - Present
Grant Thornton LLP May 1997 - September 2011
Arthur Andersen January 1975 - September 1996
Skills
CPA, Tax, Corporate Tax
Education
Wichita State University 1973 — 1974
MS - Accountin, Accounting
Fort Hays State University 1970 — 1973
BS - Business, Accounting
Franklin Templeton Investments August 2014 - Present
K2 Advisors April 2011 - August 2014
Oak Tree Consulting Inc 2009 - 2011
Ivy Asset Management 2003 - 2009
Oak Tree Consulting Inc 2000 - 2003
Arthur Andersen 1999 - 2000
JP Morgan 1983 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling
Education
Fordham University 1979 — 1983
Pace University - Lubin School of Business
MBA, Finance
U.S. Department of State December 2008 - Present
Party2Win.com June 2004 - January 2010
Lawyers' Committee for Civil Rights Under Law December 2005 - January 2008
National Stonewall Democrats February 2005 - February 2007
Dean for America November 2002 - February 2004
U.S. Dept. of State 2000 - 2002
Arthur Andersen 1994 - 1997
Skills
Fundraising, E-campaigns, Non-profits, Politics, Policy Analysis, Training
Education
Stanford Law School 1997 — 2000
JD, Law
Georgetown University School of Foreign Service 1986 — 1991
BSFS, International Relations
Georgetown University School of Foreign Service 1986 — 1991
MSFS, International Economics
Columbia Bank December 2010 - Present
Federal Deposit Insurance Corp. September 2009 - December 2010
Washington Mutual July 2007 - January 2009
Washington Mutual June 2006 - June 2007
Washington Mutual September 2003 - June 2006
Union Bank of California May 2003 - August 2003
The Secura Group May 2002 - April 2003
Arthur Andersen December 2000 - April 2002
Federal Reserve Bank of San Francisco December 1998 - December 2000
Education
Georgetown University 1992 — 1996
BS, Finance
Zurich Insurance Company Ltd. January 2013 - Present
Zurich Insurance October 2011 - January 2013
Zurich Financial Services February 2010 - October 2011
Zurich Financial Services October 2007 - February 2010
Zurich Financial Services July 2003 - December 2006
Zurich Financial Services January 2002 - July 2003
Zurich Financial Services June 2000 - June 2002
Arthur Andersen November 1998 - June 2000
AON September 1996 - November 1998
Skills
Marketing Strategy, Sports Marketing, Corporate Finance, Brand Development, Golf, Insurance, Sponsorship Marketing, Sponsorship Strategy, Sponsorship Development, Corporate Sponsorships, Financial Control, Project Finance, Advertising, Media Planning, Internal Controls, Financial Analysis, Budget Development, Management Consulting, Promotions, Social Media, Social Media Marketing, Customer Experience, Finance, Budgets, Sales, Sponsorship, Brokers, Integrated Marketing, Strategic Planning, Marketing, Management, Financial Services, Direct Marketing, Strategy, Property & Casualty..., Marketing Management, Portfolio Management, Reinsurance, Underwriting, Risk Management, Business Planning, Casualty, Enterprise Risk...
Education
Columbia University - Columbia Business School 2006 — 2007
Executive MBA, Business
George Mason University 1992 — 1996
Bachelor of Science, Finance
American Express June 2013 - Present
American Express October 2011 - June 2013
Quorum Federal Credit Union November 2009 - October 2011
Alliance Bernstein November 2005 - January 2008
JPMorgan Chase July 2003 - November 2005
Deutsche Bank April 2002 - July 2003
Arthur Andersen September 1999 - April 2002
Skills
Data Analysis, Business Analysis, Business Intelligence, Process Capability, Digital Strategy, Compliance, Quality Assurance, Governance, Risk Assessment, Operational Risk, Vendor Management, IT Risk, International Business, Consumer Lending, Credit Cards, Credit Scoring, IT Audit, Credit Unions, Internal Audit, Information Technology, Internal Controls, Financial Risk, Business Process, Operational Risk..., Management, Finance
Education
Fordham Gabelli School of Business 2015 — 2016
MBA
Susquehanna University 1995 — 1999
Bachelor of Science
Global HR Research March 2012 - Present
FADV October 2005 - March 2012
PricewaterhouseCoopers November 2002 - November 2005
Arthur Andersen June 1998 - October 2002
PRC November 1987 - May 1998
Skills
SDLC, Enterprise Architecture, Software Project..., Requirements Analysis, Business Analysis, IT Strategy, Vendor Management, Integration, Process Improvement, PMO, Program Management, Agile Project Management, Agile Methodologies, Scrum, Strategic Planning, Leadership, Business Intelligence, SaaS, Project Management, SharePoint, Cloud Computing, IT Management, Software Development, Databases, SOA
Education
George Mason University 1987 — 1991
MS, Information Systems
James Madison University 1983 — 1987
BBA, Information Systems
I.D. Systems, Inc. November 2008 - Present
Accenture January 1998 - October 2008
Arthur Andersen September 1993 - December 1997
Skills
Management Consulting, Business Transformation, Consulting, Organizational Design, IT Strategy, PMO, Business Process..., Integration, Business Process..., Business Strategy, Business Process, Process Improvement
Education
Furman University 1989 — 1993
Bachelor of Arts (B.A.), Accounting
The Related Companies March 2013 - Present
Cabana Development April 2008 - Present
Centerline Capital Group May 2002 - March 2013
Related Capital 2002 - 2004
Arthur Andersen August 2000 - May 2002
Skills
Affordable Housing, Underwriting, Real Estate Economics, LIHTC, Real Estate Transactions, Due Diligence, Real Estate, CMBS, Asset Managment, Tax Credits, Financial Modeling, Real Estate Development, Valuation, Loans, Structured Finance, Gaming Industry, Casino Gaming
Education
Fordham University 1996 — 2000
Bachelor of Science (BS), Finance, Economics
Pacific Heights Health Club June 2004 - Present
American Red Cross Bay Area July 2011 - June 2014
Yahoo November 2001 - November 2003
Covigo September 2000 - October 2001
Oracle Corporation May 1998 - September 2000
Netscape July 1995 - March 1998
Arthur Andersen January 1990 - August 1993
Skills
Product Marketing, Non-profits, Social Media, Leadership, Marketing, CRM, Business Strategy, Recruiting, Entrepreneurship, Strategy, Strategic Partnerships, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Graphic Design, Operations Management, Customer Service, Program Management, Project Management, Event Planning, Public Speaking, Training, Community Outreach, Team Building, Leadership Development, Healthcare, Event Management, Coaching, Organizational..., Program Development, Start-ups, Management, Business Planning, Budgets, Team Leadership, Workshop Facilitation, Research, Cross-functional Team..., Community Development, Change Management, Data Analysis, Strategic Communications, Small Business, Policy, Nonprofits, Product Management, Account Management
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Deming Scholars Program
University of Michigan 1984 — 1988
BA, Psychology
Bodhin, LLC December 2006 - Present
CTIS 2001 - 2006
Arthur Andersen 2000 - 2001
C3Care.com 1999 - 2000
International Business Machines 1998 - 1999
Radtel, Inc. 1996 - 1998
Radan Systems, Inc. 1984 - 1996
KPMG Peat Marwick 1979 - 1984
Education
The George Washington University - School of Business 1978 — 1979
MBA
University of Oxford 1977 — 1978
Internatonal Business
Georgetown University 1974 — 1978
BSBA, Accounting, Computer Science
Allegis Group October 2010 - Present
NBC Universal February 2003 - October 2010
KPMG 2002 - 2003
Arthur Andersen 1995 - 2002
Skills
Tax, Corporate Tax, Mergers & Acquisitions, Financial Planners, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Accounting
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Corporate Finance, Media & Entertainment Asset Management
Loyola University Maryland 1991 — 1995
BBA, Accounting
Cullen Asher Capital Markets (USA) LLC April 2014 - Present
Credit Suisse Securities (USA) LLC April 2003 - December 2013
Deloitte June 2002 - April 2003
Arthur Andersen September 2000 - June 2002
Skills
Trading, Financial Services, Fixed Income, Structured Products, Bloomberg, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration (MBA), Finance, General, 3.98
Villanova University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance, 3.72
International Association of Geophysical Contractors - IAGC January 2014 - Present
EnviroCompliance May 2013 - Present
Left Westerngeco/Schlumberger April 2013 - Present
WesternGeco September 2012 - March 2013
WesternGeco October 2011 - September 2012
WesternGeco April 2008 - 2011
WesternGeco February 2005 - March 2008
EnviroCompliance September 2001 - December 2004
Arthur Andersen 1997 - 2000
Skills
Environmental Awareness, Environmental..., Clients Contracts, Contract Negotiation, Contract Management, Environmental Compliance, Environmental Issues, Environmental & Socio..., Stakeholders conflict..., Seismic Regulation in..., Environmental Permiting..., Project Management, Environmental Impact..., Procurement, Negotiation, Sustainability
Education
Fundação Getulio Vargas 2002 — 2003
MBA Environmental Management, Masters
Universidade Federal do Rio de Janeiro 1994 — 1998
Law, 9.0 out of 10. Graduated with honors,Cum laude.
Young Management Consulting March 2007 - Present
IRS Contractor August 2010 - December 2012
NIH Contractor May 2007 - December 2010
IBM March 2006 - March 2007
NASA Contractor April 2001 - April 2006
Booz Allen and Hamilton March 1999 - March 2001
Arthur Andersen March 1997 - March 1999
Skills
Management Consulting, Program Management, Strategy, Change Management, Project Management, Business Process, Management, Strategic Planning, Leadership, Business Process..., SDLC, Consulting, Business Analysis, Analysis, Process Improvement, Government, PMP, Requirements Analysis, Project Portfolio..., Business Strategy, Risk Management, Integration, Governance, PMO, IT Strategy, Business Process..., Financial Analysis, Quality Assurance, Technology Transfer, Executive Management, Business Intelligence, Cross-functional Team..., Public Speaking, Start-ups, Business Transformation, Executive Coaching, Performance Management, Relationship Management, Banking
Education
University of Baltimore 1989 — 1992
MBA, Strategic Management
Penn State University 1986 — 1988
MA, Economics
George Mason University 1982 — 1986
BS, Economics
Saint Marys School 1976 — 1982
Economics
Allied Holdings December 1993 - November 1999
Arthur Andersen December 1988 - December 1993
Education
Florida State University - College of Business 1984 — 1988
Master of Accountancy
Wells Fargo March 2013 - Present
Wells Fargo January 2009 - March 2013
Charlotte Roller Girls February 2008 - October 2011
Wachovia March 2006 - January 2009
Mission Hospitals December 2003 - March 2006
First Union April 1998 - October 2001
Charlotte ISACA 1999 - 2001
Arthur Andersen June 1995 - April 1998
Education
Western Carolina University 2002 — 2005
MS, Human Resources
Georgetown University 1991 — 1995
BS, Business Administration - Accounting
Hayes Management Consulting September 2011 - September 2012
Horry Georgetown Technical College August 2009 - June 2010
Victory 2008 June 2007 - November 2007
Perot Systems 2006 - 2007
Kaiser Permanente 2005 - 2006
PricewaterhouseCoopers 2001 - 2003
Arthur Andersen 1997 - 2001
Andersen Business Consulting 1995 - 2001
Education
Harvard University
Business Administration & Health Policy
Furman University
BS, Biology
The University of Chicago
RRT, Clinical Studies
Ernst & Young LLP May 2002 - Present
Arthur Andersen September 2000 - May 2002
Skills
Auditing, Budgets, Tax, Accounting, Financial Reporting, Internal Controls, SEC filings, Big 4
Education
The University of Georgia 1999 — 2000
Master's degree, Accounting
Furman University 1995 — 1999
Dr Pepper Snapple Group May 2008 - Present
Cadbury Schweppes plc January 1998 - May 2008
Mecklermedia August 1996 - December 1998
The House of Seagram August 1994 - August 1996
Arthur Andersen September 1988 - August 1994
Skills
Mergers, Integrations, Financial Analysis, Restructuring, Financial Reporting, Divestitures, Strategic Planning, Start-ups, Due Diligence, Acquisition Integration, Contract Negotiation, Business Planning, Joint Ventures, Business Strategy, Financial Modeling, Negotiation, Accounting, Integration, New Business Development, Planning, Budgeting, Business Analysis, Program Management, Change Management, Forecasting, P&L Management, Process Improvement, Team Leadership, Corporate Finance
Education
Fordham University 1984 — 1988
FTI Consulting August 2006 - Present
Navigant May 2001 - August 2006
Arthur Andersen August 1994 - January 2001
Skills
Healthcare Consulting, Management Consulting, Performance Improvement, Managed Care, Team Building, Data Analysis, Executive Management, Mergers & Acquisitions, Consulting, Business Analysis, Business Development, Revenue Cycle, Leadership, Healthcare Industry, Finance, Financial Analysis, Business Process..., Mergers, Business Strategy, Project Management, Strategic Planning, Strategy
Education
Florida State University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance and Financial Management Services, Multinational Business Operations
Scarsdale Strings March 2012 - August 2014
BearingPoint July 2002 - July 2006
Arthur Andersen 1996 - 2002
Skills
Acquisition Integration, Management Consulting, Business Process..., ERP, IT Strategy, Business Transformation, Business Process, Change Management, Shared Services
Education
Fordham University - Graduate School of Business Administration 1995 — 1996
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1986 — 1990
Bachelor of Arts (BA), English and Sociology
News Corporation April 2002 - Present
Arthur Andersen September 1999 - April 2002
Skills
Financial Analysis, Internal Controls, Financial Accounting, Tax, Auditing, Financial Modeling, Revenue Recognition, International Tax, Cash Flow, Mergers, Consolidation, SEC filings, CPA
Education
Fordham University 1995 — 1999
Bachelor's degree, Accounting
Cardinal Spellman High School 1991 — 1995
Warren Averett, LLC September 2003 - Present
AIG Baker May 2002 - August 2003
Arthur Andersen September 1992 - May 2002
Skills
Accounting, Due Diligence, Auditing, CPA, Tax, Mergers, Mergers & Acquisitions, Financial Services, Corporate Tax, Internal Controls, Finance, Leadership, Strategic Financial..., US GAAP, GAAP, Venture Capital
Education
Furman University 1988 — 1992
CBIZ and Mayer Hoffman McCann 2002 - Present
Arthur Andersen 1988 - 2002
Skills
SEC filings, Auditing, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Business..., Going Concern Issues, Insolvency/Corporate..., Mergers & Acquisitions, Accounting, GAAP, Risk Management, Management, Big 4, US GAAP, Mergers
Education
Fordham University 1985 — 1988
Bachelor of Science (BS), Accounting
GE Capital 2000 - Present
Arthur Andersen 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Leveraged Lending
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
Master of Business Administration (MBA), Finance, General
Sheffield University
ManTech International Corporation August 2014 - Present
US Department of Energy 2010 - July 2014
ICF International March 2008 - April 2009
Governor's Energy Office February 2006 - August 2007
McNeil Technologies November 2002 - November 2005
The World Bank March 2002 - July 2002
US Agency for International Development March 1997 - March 2002
John Adams Associates August 1996 - February 1997
Arthur Andersen September 1994 - April 1996
KPMG July 1993 - August 1994
Skills
International..., Environmental Policy, Program Management, Financial Analysis, Strategic Communications, Renewable Energy, Carbon, Biomass, Wind, Climate Change, Sustainability, Energy Policy, Corporate Social..., Energy, Policy Analysis, Cleantech, Energy Efficiency, Project Finance, Economic Development, Management Consulting, PMP, Environmental Awareness, Sustainable Energy, Solar Energy, Proposal Writing, Policy, Government, Sustainable Development, Alternative Energy, Project Management, Strategic Planning, Strategy, Project Planning, Leadership, Management
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
MBA, Finance and International Business
Georgetown University
MA, International Relations - Russian Area Studies
University of Pennsylvania
BA, Russian Studies
Simpon Thacher & Bartlett LLP July 2008 - Present
White & Case LLP July 2002 - July 2008
Arthur Andersen November 2000 - June 2002
The Turner Corporation October 1986 - January 2000
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Accounting and Finance
New York University 1981 — 1985
J.P. Morgan January 2014 - Present
Goldman Sachs July 2005 - September 2012
Citigroup 2002 - 2005
Arthur Andersen 1999 - 2002
Education
Fordham University 1995 — 1999
Advisor to Families April 2013 - Present
HSBC Private Bank August 2008 - April 2012
HSBC Private Bank 2005 - 2008
HSBC Private Bank 2003 - 2005
Avatar Capital, LLC 2000 - 2003
Kissinger Associates 1994 - 2000
Taub & Fasciana, LP 1988 - 1994
Arthur Andersen 1983 - 1986
Skills
Family Business, High Net Worth..., Family Office, Philanthropy, Next Gen, Succession Planning, Trust Services, Governance, Wealth, Wealth Management, Estate Planning, Investments, Wealth Management..., Private Banking, Alternative Investments, Hedge Funds, Private Equity, Tax, Investment Advisory, Accounting, Asset Managment, Financial Structuring
Education
Fordham University School of Law 1987 — 1991
Juris Doctor, Law
University of Denver - Daniels College of Business 1981 — 1983
Masters and Bachelor of Science, Accounting
Goldman Sachs February 2014 - Present
Fried, Frank, Harris, Shriver & Jacobson LLP January 2010 - February 2014
Goldman Sachs October 2006 - November 2008
Lehman Brothers September 2003 - September 2006
Ernst & Young July 2002 - September 2003
Arthur Andersen June 2000 - July 2002
Education
Fordham University School of Law 2005 — 2009
Doctor of Law (J.D.)
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Economics
The Teaching Company January 2005 - June 2007
PowerScan, Inc. October 1997 - July 2001
Arthur Andersen July 1992 - October 1997
Squire, Sanders and Dempsey May 1985 - July 1992
Galland, Kharasch 1981 - 1985
Skills
Software, Investments, Strategic Planning, Teaching, Team Building, Team Leadership, Program Management, Public Speaking, Business Analysis, Coaching, Project Planning, Sales, Higher Education, Research, Training, Leadership Development, Nonprofits, Analysis, Leadership, Management, Strategy, Marketing, Editing, Business Strategy, Start-ups, Social Networking, Social Media, Organizational..., Public Relations, Entrepreneurship, Project Management, Change Management, Event Planning, Data Analysis, Management Consulting, Social Media Marketing, Budgets, Recruiting, Curriculum Design, Proposal Writing, Community Outreach, Staff Development, Fundraising, Program Development, Customer Service, Policy, Curriculum Development
Education
George Mason University 1977 — 1981
B.A., Sociology
Ernst & Young LLP December 2003 - Present
Arthur Andersen July 1993 - May 2002
arthur andersen 1993 - 2002
Education
Franklin Pierce University 1989 — 1993
BS, Accounting
Intel August 2012 - Present
Portland General Electric December 2008 - July 2012
General Atomics May 2006 - November 2008
KPMG LLP (United States) 2002 - 2007
Arthur Andersen 2001 - 2001
Skills
Accounting, Finance, Sarbanes-Oxley Act, Corporate Finance, Financial Analysis, US GAAP, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Accounting, General Ledger, Process Improvement, Analysis, Financial Modeling, Forecasting, Internal Audit, PeopleSoft, Program Management, SEC filings, Variance Analysis, Big Data Analytics, IT Strategy, Data Modeling
Education
George Fox University 1998 — 2002
Ernst & Young May 2002 - Present
Ernst & Young May 2002 - July 2003
Arthur Andersen September 1990 - May 2002
Education
Fordham University 1986 — 1990
BS, Accounting
Frazier & Deeter LLC June 2004 - Present
Deloitte May 2002 - May 2004
Arthur Andersen January 1970 - May 2002
Skills
CPA, Tax, Income Tax, SEC filings, Accounting, Corporate Tax, Partnership Taxation
Education
Georgia State University - J. Mack Robinson College of Business 1968 — 1970
M.P.A., Accounting & Tax
Furman University 1964 — 1968
B.A., Accounting & Business Admin
CSX February 2015 - Present
CSX May 2008 - January 2015
PricewaterhouseCoopers June 2002 - April 2008
Arthur Andersen September 2001 - May 2002
Skills
GAAP, US GAAP, Financial Analysis, Financial Reporting, SEC filings, Tax, Internal Controls, Accounting, CPA, Sarbanes-Oxley Act, Financial Accounting
Education
Florida State University - College of Business 1995 — 2001
KPMG LLP February 2002 - Present
Big 4 and Private Industry 1998 - September 2012
Arthur Andersen 1998 - 2002
Skills
Transfer Pricing, Tax, International Tax, Due Diligence, Corporate Tax, Financial Reporting, Business Valuation, Accounting, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Sarbanes-Oxley Act, Auditing
Education
Fordham University 1997 — 2002
Sylvan Advisory September 2011 - Present
Accenture October 2005 - September 2011
ThunderCore Solutions, Inc. 2002 - 2005
Arthur Andersen Tax, Bus Cons 1996 - 2002
Arthur Andersen 1996 - 2002
Skills
Sourcing, Shared Services, Business Process..., Management Consulting, Ariba, Business Transformation, Business Process Design, Business Strategy, Professional Services, Organizational Design, Acquisition Integration, Change Management, Leadership
Education
Furman University 1991 — 1996
Bachelor of Science (BS), Mathematics / Economics
Inteliquent August 2013 - Present
Inteliquent June 2012 - August 2013
Inteliquent April 2009 - June 2012
tw telecom October 2006 - October 2008
Verizon Business January 2004 - October 2006
Allegiance Telecom November 2001 - January 2004
Arthur Andersen March 2001 - November 2001
Verizon Wireless August 1999 - March 2001
Skills
Strategic Planning, Reporting & Analysis, Executive Reporting, Financial Analysis, Data Analysis, Cost Management, Financial Reporting, Project Management, Corporate Finance, Cost Reduction/Avoidance, Forecasting, Telecom Expense..., Presentations, Financial Accounting, Project Planning, Presentation Development, Technical Presentations, International Business, Telecommunications..., Corporate Financial..., Strategy, Microsoft Excel, PowerPoint, Telecommunications, Vendor Management, Wireless, Business Analysis, VoIP, Budgets, Variance Analysis, Negotiation, Management, Auditing, Leadership, Business Strategy, Mergers & Acquisitions, Integration, Accounting, Invoicing, Cost Accounting, Financial Modeling, Hyperion Enterprise, Essbase, Financial Forecasting, Managerial Finance, Due Diligence, Sarbanes-Oxley Act, Process Improvement, Analysis
Education
University of Illinois at Chicago 2010 — 2012
Master of Business Administration (MBA), Finance and Management
Fundação Getulio Vargas / FGV 2012 — 2012
MBA - Doing Business in Brazil, Global Business Strategy
Indiana University-Northwest 1993 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Medafor Inc. December 2008 - Present
Milo Belle Consultants 2007 - 2008
ADC Telecommunications October 2003 - March 2007
Archiver's 2000 - 2001
Arthur Andersen December 1997 - October 2000
Skills
Financial Reporting, Financial Analysis, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Finance, Team Building, Auditing, Analysis, Cash Management, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA, Finance, Marketing
George Mason University
BS, Accounting
Technology Crossover Ventures 2002 - Present
Arthur Andersen 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Valuation, Venture Capital, Due Diligence, Corporate Finance, Private Equity, Hedge Funds, SEC filings, Alternative Investments, Corporate Development, Mergers & Acquisitions, IPO, Investments, Financial Reporting, SEC Filings
Education
Fordham Gabelli School of Business 2002 — 2004
Masters, International Management
Lehigh University 1996 — 2000
Bachelor of Science, Economics-Accounting
Northern Highlands
Apple REIT Companies Tax SupervisorMcGladrey & Pullen, LLP2001 - 2005
arthur andersen 1995 - 2002
arthur andersen 1997 - 2001
arthur andersen 1997 - 2001
Education
Fort Lewis College 1991 — 1995
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Hecht and Company, P.C., Certified Public Accountants January 2008 - Present
Players Business Management, LLC June 1999 - December 2007
ICM (International Creative Management, Inc.) January 1986 - May 1999
Norton Simon Inc June 1978 - December 1985
Arthur Andersen February 1974 - June 1978
Skills
Tax Law, Trusts, Tax Research, Corporate Tax Planning, Tax, Corporate Tax, Tax Advisory, Tax Preparation, State Tax, Partnership Taxation, IRS, CPA, Tax Accounting, International Tax, High Net Worth..., Income Tax, Accounting
Education
Fordham University School of Law 1983 — 1987
JD
New York University - Leonard N. Stern School of Business 1973 — 1974
MBA with Distinction, Taxation
New York University - Leonard N. Stern School of Business 1968 — 1973
BS, Accounting
Sallie Mae January 2009 - Present
Sallie Mae June 2002 - December 2008
Arthur Andersen November 1999 - May 2002
Skills
Tax Accounting, Corporate Tax, Income Tax, Tax, Internal Controls, Accounting, General Ledger, FAS109
Education
George Mason University 1997 — 1999
Masters, Taxation
Deloitte August 2008 - Present
Arthur Andersen October 1997 - May 2002
Skills
International Tax, Corporate Tax, Tax Advisory, Tax Accounting, Tax Research, Big 4, Transfer Pricing, International Tax..., Income Tax, Auditing, US GAAP, Tax, Tax Law, CPA, SEC filings, Partnership Taxation, Restructuring, FIN 48, Indirect Taxation, Cross-border..., US Tax
Education
Georgetown Law 1992 — 1996
Doctor of Law (JD), Law
Georgetown University 1992 — 1996
Master of Business Administration (MBA), International Business
Rollins College 1987 — 1991
Bachelor of Science (B.S.), Economics/English
Sands & Associates, PLC February 2003 - Present
Odom Moses & Company August 2006 - August 2007
Beaver Bulk, Inc. October 2002 - August 2006
KPMG Audit April 2002 - October 2002
Arthur Andersen 1999 - 2002
Skills
CPA, GAAP, Corporate Tax, Accounting, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, Tax, US GAAP, Tax Preparation, Small Business, QuickBooks, General Ledger, Auditing
Education
Florida State University - College of Business
Masters, Accounting
Habif, Arogeti & Wynne,LLP April 2012 - Present
KPMG LLP July 2004 - March 2012
Nationwide Financials June 2003 - May 2004
Arthur Andersen July 1999 - July 2002
Education
The Ohio State University Fisher College of Business 2002 — 2004
MBA, Finance
Fudan University 1995 — 1999
Bachelor, Finance
PricewaterhouseCoopers LLP July 2002 - Present
Arthur Andersen 1996 - 2002
Skills
Corporate Governance, Mergers & Acquisitions, Due Diligence, CPA, US GAAP, Accounting, Financial Analysis, Risk Management, Revenue Recognition, External Audit, Big 4, GAAP, Auditing, Financial Statements, Private Equity, Finance, Financial Reporting, Consolidation, Business Strategy, General Ledger, Financial Accounting, Financial Audits, Business Process..., Assurance, IFRS, Process Improvement
Education
Fordham University 1992 — 1996
BS, Accounting, Information Systems
Angelo, Gordon & Co. May 1994 - Present
Arthur Andersen September 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Masters Degree in Taxation, Tax
University of Michigan 1985 — 1989
BBA, Accounting
ScanSource June 2015 - Present
ScanSource August 2012 - Present
BDO USA October 2005 - August 2012
Deloitte & Touche 2002 - 2005
Arthur Andersen 2000 - 2002
Skills
Accounting, US GAAP, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, External Audit, IFRS, Financial Reporting, SEC filings, Sarbanes-Oxley, COSO, Financial Accounting, Financial Audits, Consolidation, Financial Analysis, Enterprise Risk..., Finance, US GAAP reporting, Forecasting, GAAP, CPA, Revenue Recognition, Tax
Education
Universidade Paulista 2002 — 2004
Accounting
Fundação Getúlio Vargas 1996 — 2000
Business
Chicago Title July 2012 - Present
Arthur Andersen 1998 - 2001
Skills
Microsoft Office, Customer Service
Education
Fox College Inc 1997 — 1998
Thomson Reuters June 2011 - Present
KPMG LLP June 2002 - September 2011
Arthur Andersen September 1998 - May 2002
Education
New York Law School 2004 — 2007
JD, Law
Fordham University 1994 — 1998
Bachelor's Degree, Accounting
Hay Group 2012 - Present
Charles Ellis 2011 - August 2012
Towers Watson 2010 - 2011
Towers Perrin 1988 - 2009
Arthur Andersen 1985 - 1988
Arthur Andersen 1983 - 1985
Skills
SEC filings, Sarbanes-Oxley Act, International Tax, Corporate Tax, Tax, Mergers & Acquisitions, Risk Management, Due Diligence, Tax Accounting, Financial Reporting, US GAAP, Internal Controls, Accounting, Auditing, Process Improvement, Transfer Pricing, CPA, Tax Advisory, SEC Filings
Education
Philadelphia University 1996 — 2000
MS and MBA, Tax
Franklin & Marshall College 1979 — 1983
A.B., Business Administration -- Accounting; Government minor
Cheltenham High School 1976 — 1979
Vantage West Credit Union August 2010 - Present
IIA Tucson Chapter 2006 - Present
Greater Tucson Leadership June 2005 - July 2013
CHAN Healthcare Auditors June 2010 - August 2010
Providence Service Corporation July 2006 - May 2010
HBL October 2004 - July 2006
Freddie Mac June 2002 - October 2004
Arthur Andersen January 1999 - May 2002
Skills
Auditing, Internal Audit, Management, Enterprise Risk..., Accounting, Leadership, Financial Analysis, Strategic Planning, Internal Controls, Financial Risk
Education
George Mason University 1995 — 1998
BS, Accounting
George Mason University 1995 — 1998
Bachelor's degree, Accounting
LifeVantage February 2014 - Present
Jackson Hewitt September 2008 - Present
Cock & Bull Pub May 1996 - Present
Arthur Andersen May 1993 - November 2001
ARTHUR ANDERSEN TECHNOLOGY SOLUTIONS 1998 - 2001
Andersen October 1990 - May 1993
Skills
User Interface Design, Usability, Technical Writing, Leadership, Communication, Small Business, Process Improvement, Tax, Budgets, Marketing, Access, Management, Training, Accounting, Finance, Team Building, Consulting, Business Analysis, Social Media, Microsoft Office, Financial Reporting, Tax Preparation, Financial Analysis
Education
Mercer University 1994 — 1998
MS, Technical Communication Management
Webber International University 1987 — 1990
BS, Marketing
State College of Florida-Manatee-Sarasota 1986 — 1987
AS, Management
Framingham State University 1984 — 1985
Progressive Waste Solutions 2006 - Present
The GEO Group, Inc. 2003 - 2006
B/E Aerospace 2000 - 2003
Republic Services 1997 - 2000
Arthur Andersen 1993 - 1997
Skills
Sarbanes-Oxley Act, Tax Research, Tax, Accounting, Waste, Financial Reporting, Transfer Pricing, Financial Analysis
Education
Florida State University - College of Business 1999 — 2003
Masters, Tax
Adam Leitman Bailey, P.C. 2010 - Present
Park City Culinary Institute September 2012 - Present
David Carrie LLC 2006 - Present
Innovation: Africa (formerly JH Africa) 2008 - 2009
Ernst & Young 2002 - 2006
Arthur Andersen 2001 - 2002
Jigsoft, LLC 1999 - 2001
PepsiCo 1998 - 1999
JP Morgan 1997 - 1998
Skills
Restructuring, Business Strategy, New Business Development, Mergers, Mergers & Acquisitions, Corporate Law, Due Diligence, Financial Analysis, Risk Management, Budgets, Microsoft Office, Public Speaking, Private Equity, Microsoft Excel, Commercial Litigation
Education
Le Cordon Bleu, Paris 2005 — 2005
Cuisine & Pastry
Fordham Gabelli School of Business 2003 — 2004
Accounting and Tax
University of Pennsylvania 1993 — 1997
B.A., Mathematics
Stuyvesant High School 1989 — 1993
US Assure, Inc. March 1998 - Present
Zurich Isurance Services 1998 - Present
Arthur Andersen July 1990 - July 1994
Skills
Financial Reporting, Access, Performance Management, Database Design, Microsoft Excel, Property & Casualty..., Financial Analysis, Financial Accounting, Process Improvement, Database Administration, Budget Process
Education
Florida State University - College of Business 1986 — 1990
Acg
Citi January 2013 - Present
Citi July 2006 - Present
The Siegfried Group 2004 - 2006
UBS 2001 - 2004
Arthur Andersen 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Hedge Funds, Business Analysis, Process Improvement, Finance, Project Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Internal Audit, Private Equity, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance & Information Systems
Marist College 1994 — 1998
Bachelors, Accounting and Information Systems
HSBC Securities April 2006 - Present
Davis Polk & Wardwell September 2003 - March 2006
Arthur Andersen 1997 - 2000
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Fixed Income, Derivatives, Structured Finance, Structured Products, Equities, Alternative Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Banking, Due Diligence
Education
Fordham University School of Law 2000 — 2003
JD
Fordham University 1993 — 1997
BS, Finance
Stifel Financial Corp. December 2013 - Present
CapRok Capital LLC May 2009 - December 2013
UBS Investment Bank 2006 - 2008
Kroll Zolfo Cooper 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Capital Markets, High Yield, Hedge Funds, Valuation, Fixed Income, Financial Structuring, Structured Products, Structured Finance, Financial Modeling, Equities, Credit Derivatives, Securitization, Trading, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance and Accounting
Roanoke College 1989 — 1993
BBA, Accounting
Tate & Lyle November 2010 - Present
Tate & Lyle September 2008 - November 2010
Grant Thornton January 2006 - September 2007
Premcor Refining January 2004 - January 2006
Ernst & Young May 2002 - January 2004
Arthur Andersen September 2000 - May 2002
Arthur Andersen March 1999 - September 2000
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, Auditing, Business Process, Enterprise Risk..., Process Improvement, Accounting, Financial Audits, Assurance, IFRS
Education
Royal Holloway, University of London 2007 — 2008
Master of Business Administration (M.B.A.), International Management, Pass with Merit
Fordham University 1994 — 1998
BS, Finance, Marketing
Certified Fraud Examiner (CFE)
Certified Internal Auditor (CIA)
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
Copper River IT January 2014 - Present
Raytheon Trusted Computer Solutions, Inc October 2012 - December 2013
Raytheon Trusted Computer Solutions February 2007 - October 2012
Employment Enterprises 2003 - 2006
Ciraden 2000 - 2003
Arthur Andersen 1995 - 1999
Skills
Financial Reporting, Budgets, General Ledger, Financial Modeling, Process Improvement, Accounting, Forecasting, Financial Analysis, Program Management, Variance Analysis, Mergers & Acquisitions, Managerial Finance, Auditing, Start-ups, Sarbanes-Oxley Act, Due Diligence
Education
George Mason University 1993 — 1995
MS, Accounting
Ithaca College 1990 — 1993
BS, Accounting
The Gill Group Inc 1999 - Present
SkyBitz 2001 - 2006
Mercer Management Consulting 1998 - 2002
American Trucking Associations Inc 1981 - 1998
Arthur Andersen 1977 - 1981
Skills
Strategy, Transportation, Management, Supply Chain, Business Strategy, Analysis, Logistics, Consulting, Freight, Marketing Strategy, Strategic Planning, New Business Development, Management Consulting, Marketing
Education
Roanoke College 1966 — 1970
BA, Political Science
George Mason University
Accounting
Beacon Accounting Group January 2014 - Present
Self Employed September 2007 - Present
National Community Education Association February 2008 - February 2010
Arthur Andersen January 1994 - January 2000
Skills
Microsoft Excel, Auditing, Analysis, QuickBooks, General Ledger, Internal Controls, Income Tax, Accounting, Financial Analysis, Tax Preparation, Microsoft Office, Process Improvement, Financial Statements, Microsoft Word, Nonprofits, Tax, Budgets, Financial Reporting, Tax Accounting, PowerPoint, Tax Returns, Accruals, Fixed Assets, External Audit, Bookkeeping, GAAP, Sales Tax, Financial Accounting
Education
George Mason University 1987 — 1991
BS, Accounting
Gannett December 2011 - Present
KPMG LLP September 2008 - September 2011
Sallie Mae November 2003 - July 2008
Ernst & Young 2002 - 2003
Arthur Andersen May 1989 - May 2002
Education
George Mason University
Certificate
Penn State University
Bachelor’s Degree
Avid April 2013 - Present
Open Solutions March 2004 - February 2013
Ernst & Young June 2002 - March 2004
Arthur Andersen September 1993 - May 2002
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, GAAP, Financial Analysis, Auditing, US GAAP, Financial Modeling, Merger & Acquisitions, Treasury, Contract Negotiation, Board Relations, Restructuring, Acquisition Integration
Education
Fordham University 1989 — 1993
BS, Accounting
Gregory, Sharer & Stuart, CPAs August 2003 - Present
PricewaterhouseCoopers June 2000 - September 2003
Arthur Andersen August 1997 - October 1999
Carlton Fields, P.A. August 1980 - September 1993
Skills
Accounting, Financial Reporting, GAAP, CPA, Internal Controls, General Ledger, Financial Accounting, Tax, QuickBooks
Education
University of South Florida 1978 — 1997
Bachelor of Science, Accounting
George Mason University 1977 — 1978
General
The Investment Fund for Foundations (TIFF) June 2004 - January 2013
Freddie Mac December 2000 - August 2002
Federal Agricultural Mortgage Corporation (Farmer Mac) July 1998 - December 2000
Arthur Andersen December 1997 - July 1998
Education
University of Virginia Darden School of Business 2002 — 2004
Master of Business Administration (MBA)
George Mason University 1994 — 1997
Bachelor of Science (BS), Accounting
KPMG US September 2012 - Present
Thomson Reuters July 2008 - September 2012
Pepsi Bottling Group November 2007 - July 2008
KPMG US December 2003 - November 2007
Deloitte May 2002 - December 2003
Arthur Andersen September 2000 - May 2002
Skills
International Tax, Transfer Pricing, Corporate Tax, Operational Transfer..., Tax Transformation, Process Improvement, Tax Law, SEC filings, Tax Research, Tax Accounting, Internal Controls, Auditing, Tax Advisory, Financial Accounting, Income Tax, US GAAP, Strategic Financial...
Education
Fordham University School of Law 1997 — 2000
JD, Tax
Fordham University 1993 — 1997
Bachelor of Science (B.S.), Accounting
M.I.C. Industries, Inc. August 1990 - Present
Arthur Andersen July 1982 - August 1990
Skills
Management, Intl Finance, Negotiating Contracts, Team Building, Process Improvement, Customer Service, Microsoft Office, Business Planning, Contract Negotiation, Strategic Planning, Recruiting, Mergers & Acquisitions, Continuous Improvement, Business Development, Event Planning, Project Management, Business Strategy, Sales, Management Consulting, Six Sigma, Leadership, New Business Development, Project Planning, Marketing, Strategy, Coaching, Negotiation, Competitive Analysis, Contract Management, Executive Management, Program Management, Budgets, Human Resources, Cross-functional Team..., Strategic Partnerships, Salesforce.com, MRPII, International Operations, Due Diligence, SaaS, Turnaround Experience, Operational Due..., Financial Operations
Education
Georgetown University
Bachelor of Science, Business, Management & Acctg double
Oxford University
International Business & Finance
Rybovich March 2005 - Present
Huizenga Holdings, Inc. March 2004 - Present
South Florida Water Management District April 2011 - April 2014
SDA Enterprises, Inc. December 1998 - March 2004
Arthur Andersen September 1994 - December 1998
Skills
Accounting, Auditing, Due Diligence, Financial Analysis, Financial Reporting, Investments, Managerial Finance, Mergers, Strategic Financial..., Strategic Planning, Tax, Treasury Management, Corporate Tax, Financial Planning, GAAP
Education
Florida State University - College of Business 1990 — 1994
MACC, Accounting
T Rowe Price Strategic Change ManagerAllegis GroupOctober 2014 - Present
BearingPoint December 2001 - June 2004
Arthur Andersen 1998 - 2001
Education
The Johns Hopkins University 2000 — 2002
MA, Organization Development
Franklin & Marshall College 1994 — 1998
BA, French, Business Administration
Springside
Springside
Kathryn Hoellen July 2007 - Present
Commercial Club of Chicago June 2005 - July 2007
Arthur Andersen September 1997 - June 2002
Education
Fort Lewis College 1981 — 1985
BS, Accounting
Shakespeare Theatre of New Jersey April 2012 - Present
Quebec-Labrador Foundation October 2011 - Present
Wyeth April 1978 - May 2008
Arthur Andersen June 1974 - April 1978
US Army July 1970 - March 1972
Skills
CMA, Pharmaceutical Industry, Sarbanes-Oxley Act, Forecasting, Cross-functional Team..., Budgets, Process Improvement, Managed Care, Internal Controls, Financial Analysis, Strategic Financial..., Financial Reporting, Shared Services, Managerial Finance, Cost Accounting, Hyperion Enterprise
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Accounting & Finance
Fordham University 1966 — 1970
BS, Economics
Quattro Goomba's Brewery March 2015 - Present
Loudoun County Public Schools January 2015 - Present
The Virginia Institute for Surgical Arts April 2013 - June 2014
Arthur Andersen 1997 - 2002
Skills
Surgery, Medicine, Pediatrics, Healthcare, ENT, Plastic Surgery, Aesthetics, Marketing, Management Consulting, Strategic Planning, Public Speaking, Program Management, Leadership Development
Education
George Mason University
Babson College May 2008 - Present
Accenture February 1997 - May 2008
Arthur Andersen July 1994 - January 1997
Harbridge House Inc. 1988 - 1993
Skills
Administration, Higher Education, Knowledge Management, Teaching, Library, Research, Content Management, Databases, E-learning, Collection Development, Information Literacy, Library Science, Library Instruction, Management, Community Outreach
Education
Simmons College 1984 — 1986
MS, Library and Information Science
Principia College 1977 — 1979
B.A., Philosophy, Religion
Freie Universität Berlin 1977 — 1977
Comparative Literature
PricewaterhouseCoopers May 2002 - Present
Arthur Andersen November 1996 - May 2002
CCH, Inc. March 1993 - November 1996
Education for Democracy, Inc. January 1992 - December 1992
Skills
Tax, Corporate Tax, International Tax, Legislation
Education
Georgetown University 1993 — 1996
MPP, Public Policy
The Johns Hopkins University 1987 — 1991
BA, Economics & Political Science
Haynes and Boone, LLP 2003 - Present
Venable LLP 2000 - 2003
Hagler Bailly 1995 - 2000
Arthur Andersen 1992 - 1995
Mudge Rose Guthrie Alexander & Ferdon 1990 - 1992
Vinson and Elkins 1984 - 1990
Skills
Petroleum, Corporate Governance, Natural Gas, Corporate Law, Mergers & Acquisitions
Education
George Mason University
Master of Business Administration (MBA)
Virginia Tech 1981 — 1983
Economics
University of Virginia
Bachelor of Arts (B.A.), History
Rolfes & Swisher, CPA's November 2004 - Present
Grant Thornton LLP January 2002 - December 2004
Arthur Andersen September 1995 - September 1997
Education
Franklin University 1984 — 1988
BSBA, Accounting
Elizabeth A. Daugherty May 2003 - Present
Accenture October 1996 - April 2003
Arthur Andersen June 1992 - October 1996
Skills
Organizational Change, Organizational..., Executive Coaching, Project Planning, Cross-functional Team..., Process Improvement, Organizational Design, Change Leadership, Organizational..., Strategic Planning..., Communication Strategy, Human Performance, Performance Measurement, Performance Improvement, MBTI, SPHR, Business Change..., Organizational Analysis, Change Management, Strategic Planning, Leadership Development, Management Consulting, Strategic Communications, Program Management, Management, Leadership
Education
Georgetown University 2003 — 2004
Professional Certificate, Leadership Coaching
Virginia Tech 1990 — 1992
MBA, Master of Business Administration
Penn State University 1983 — 1987
Bachelor of Science, Education
Crowe Horwath LLP July 2012 - Present
Rutgers University Law School and Business School January 2005 - Present
Siemens March 1995 - May 2012
Arthur Andersen January 1991 - March 1995
Deloitte & Touche December 1988 - January 1991
New York City Department of Finance March 1986 - December 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Auditing, State Tax
Education
Temple University 1983 — 1984
LLM-Taxation, Taxation
Fordham Law School 1980 — 1983
Juris Doctor, Law
Yeshiva University 1976 — 1980
Bachelor of Arts, Political science/ Speech/ Religion