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
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Arthur Andersen Employees
Baker Tilly Virchow Krause, LLP 2009 - Present
Beers + Cutler 2006 - Present
RRT Management Consulting 2002 - 2006
LeapSource 1999 - 2001
Arthur Andersen 1992 - 1999
Education
Oklahoma State University 1988 — 1992
BS
Deloitte August 2014 - Present
Rothstein Kass November 2012 - May 2014
WTAS February 2011 - November 2012
Proskauer Rose LLP 2007 - 2010
O'Melveny & Myers LLP 2003 - 2008
Arthur Andersen 1995 - 1997
Skills
Tax Law, Tax Advisory, Tax, Tax Research, Venture Capital, Corporate Tax, Due Diligence, Estate Tax Planning, International Tax, Private Equity, Financial Planners, Mergers, Partnership Taxation, SEC filings, Trusts
Education
UCLA School of Law 1998 — 2001
J.D., Busness Tax
Oberlin College
Bachelor of Arts (B.A.), Economics
Convergys December 2010 - Present
Convergys August 2008 - December 2010
Convergys August 2007 - August 2008
Lerner, Sampson & Rothfuss September 2005 - August 2007
Lerner, Sampson & Rothfuss June 2001 - October 2005
Arthur Andersen June 1998 - August 2000
Skills
Benefits Administration, HRIS, PeopleSoft, Performance Management, Human Resources, Training, Incentive Programs, Management, Job Evaluation, Job Descriptions, FMLA, Interviews, Job Analysis, Market Pricing, Base Pay, Insurance, Report Writing, Business Intelligence, Feasibility Studies, MarketPay, Workday
Education
University of Cincinnati College of Business 1997 — 2001
Bachelor in Business Administration, Accounting
Ohio University 1996 — 1997
Robert Half International May 2002 - Present
Arthur Andersen September 1999 - May 2002
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Permanent Placement, Recruiting, Applicant Tracking..., Finance, Financial Accounting, GAAP, Internal Audit, Internal Controls, Management
Education
Oklahoma State University 1995 — 1999
Bachelors, Accounting
Samaritan's Purse May 2014 - Present
Weichert, Realtors - Kingsland Properties January 2002 - Present
Oral Roberts University April 2007 - May 2014
Arthur Andersen January 1986 - October 2001
Skills
Organizational..., Budgeting, Excel, Fundraising, Event Planning, Microsoft Office, Organizing, Real Estate, Teaching, Sales, Management, Budgets, Team Building, Leadership, Social Networking, Nonprofits, Negotiation, Public Speaking, Public Relations, Customer Service, Training, Microsoft Excel, Marketing, Leadership Development, Contract Negotiation, Advertising, Coaching, Small Business, Volunteer Management
Education
Oral Roberts University 1982 — 1985
BS, Business
Henry Senachwine High School 1978 — 1982
Allstate / The Kaminski Agency February 2013 - Present
Arbonne January 2004 - April 2013
Tucker Properties September 1997 - January 2004
Arthur Andersen June 1987 - November 1997
Peoples Bank April 1986 - July 1987
Skills
Motivated self-starter, Goal Oriented, Values-based Leadership, Goal-oriented..., Great communications..., Social Networking, Business Networking, High Organizational..., Staff Development, Teacher Training, Relationship Management, high degree of..., Positive Team Player, Direct Sales, Marketing, Supplements, Public Speaking, Leadership, Event Planning, Coaching
Education
Olivet Nazarene University 1983 — 1987
Associate of Arts (A.A.), Office Administration
City of Lone Tree, CO February 2014 - Present
Douglas County August 2008 - Present
The Abraham Lincoln Center for Character Development April 2003 - Present
Healthy DuPage May 1999 - April 2003
ARAMARK/ServiceMaster Facility Services July 1992 - April 2003
Arthur Andersen February 1989 - July 1990
ServiceMaster April 1984 - February 1989
ServiceMaster Management Services October 1978 - April 1984
Malone College August 1973 - October 1978
Skills
Instructional Design, Fundraising, Event Planning, Team Management, Program Development, Leadership Development, Organizational..., Team Building, Training, Curriculum Development, Recruiting, Program Management, Sales, Coaching, Leadership, Strategic Planning, Teaching, Human Resources, Management, Nonprofits, Project Planning, Budgets, Process Improvement, Workshop Facilitation, Employee Relations, Staff Development, Administration, Employee Training, Customer Service, Executive Coaching, Change Management
Education
Ohio University
M.Ed., College Student Personnel & Counseling
Ohio University
BS, Botany
Avanade July 2015 - Present
AIG September 2012 - July 2015
MetLife December 2010 - September 2012
MetLife October 2008 - December 2010
MetLife July 2004 - October 2008
MetLife March 2000 - July 2004
MetLife July 1993 - March 2000
Arthur Andersen August 1991 - July 1993
Skills
Strategy, Change Management, Leadership, Management, Analysis, Strategic Planning, Insurance, Business Planning, Organizational..., Talent Management, Cross-functional Team..., Business Process..., Financial Services, Program Management, Auditing, Coaching, Financial Analysis, Finance, Training, Financial Risk, Governance, Risk Management, Foreign Languages, Enterprise Risk..., Sarbanes-Oxley Act, Benchmarking, Business Analysis, Process Improvement, Vendor Management, Employee Benefits, Financial Reporting, Business Metrics, Conflict Resolution, Business Performance..., Internal Audit, Executive Management, Policy, Management Consulting, Budgets, Accounting, PMO, Internal Controls, Consulting, Sales Process, Negotiation, Recruiting, Employee Engagement, Strategic Financial..., Sales Leadership...
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Taxation
New York University - Leonard N. Stern School of Business 1988 — 1991
BS, Accounting/ Economics
CCH Small Firm Services August 2006 - Present
atx II October 2003 - August 2006
Raytheon/Silent Runner April 2002 - July 2003
Sequoia Software/Citrix September 1999 - March 2002
Arthur Andersen September 1996 - September 1999
Arthur Andersen September 1994 - September 1996
Skills
Strategic Planning, Agile Methodologies, SDLC, Six Sigma, Lean Manufacturing, Business Analysis, Software Development, Product Management, SaaS, Change Management, Quality Assurance, Process Improvement, Software Project..., Team Leadership, Troubleshooting, Cross-functional Team..., Business Intelligence, Integration, Software Documentation, CRM, Requirements Analysis, Cloud Computing, Databases
Education
Virginia Polytechnic Institute and State University 2008 — 2013
Strayer University 2003 — 2006
MS
Portland State University - School of Business 1995 — 1996
Oregon State University 1992 — 1994
BS
Oregon Institute of Technology 1990 — 1992
AA
KPMG September 2014 - Present
Ernst & Young October 2004 - September 2014
BearingPoint July 2002 - September 2004
Arthur Andersen June 2001 - July 2002
Skills
Management, Business Process..., Process Improvement, Business Intelligence, Consulting, Project Management, Management Consulting, Business Analysis, Finance, Strategy
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance/Marketing
PwC June 2009 - Present
BearingPoint February 2005 - June 2009
Bank of America September 1988 - November 2004
Meritor Savings Bank 1986 - 1988
Freddie Mac 1986 - 1986
First National Bank of Tulsa 1984 - 1986
Arthur Andersen May 1982 - 1984
Skills
Customer Experience, Business Process..., Customer Insight, Analytics, Retail Banking, Product Management, Leadership, Finance, Management, Program Management, E-commerce, Thought Leadership, Business Transformation, Business Architecture, Financial Services, Innovation, Strategy, Executive Management, Management Consulting
Education
The George Washington University - School of Business 1987 — 1990
MBA, Finance, 3.91
Oral Roberts University 1978 — 1982
BS, Accounting, 3.989
EXPRESS October 2013 - Present
JPMorgan Chase August 2007 - October 2013
Citi August 2006 - August 2007
Limited Brands June 2002 - August 2006
Arthur Andersen September 2001 - June 2002
Skills
Financial Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Unit Costing, Corporate Finance, Budget Process, Banking, Accounting, Retail, Manufacturing, Finance, Strategic Financial..., Budgets, Forecasting, Sarbanes-Oxley Act, Risk Management
Education
Ohio University 2009 — 2010
Master of Business Administration (MBA), Finance, General
Ohio Northern University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Bloom Carroll High School 1993 — 1997
RobisonGary & Associates PLLC December 2012 - Present
KPMG July 2011 - July 2012
Finley & Cook September 2009 - June 2011
KPMG January 2003 - August 2009
Arthur Andersen May 2001 - August 2001
Finley & Cook January 2000 - April 2001
Education
Oklahoma Baptist University 1998 — 2002
BBA, Accounting
Ernst & Young LLP May 2002 - Present
Arthur Andersen December 1999 - May 2002
Pace University March 1999 - December 1999
The American Red Cross January 1998 - January 1999
United Nations January 1997 - March 1997
Skills
Tax, Financial Reporting, Management, Accounting, Tax Accounting, Year End Accounts, CPA, Auditing, Internal Controls, Income Tax, Corporate Tax, Financial Accounting, US GAAP, Tax Advisory, International Tax, Financial Analysis, GAAP, SEC filings, Tax Returns, Tax Research, Sarbanes-Oxley Act, Tax Preparation, Consolidation, Partnership Taxation, External Audit, Managerial Finance, Internal Audit, Sarbanes-Oxley, Restructuring, Transfer Pricing, Sales Tax, Financial Statements, General Ledger, Assurance, Financial Audits, Tax Law, Fixed Assets, Mergers, Due Diligence, Cost Accounting, Enterprise Risk..., Microsoft Excel, Forecasting, VAT, Revenue Recognition, Management Consulting, Forensic Accounting, Corporate Finance, Financial Modeling, IFRS
Education
Pace University - Lubin School of Business 1999 — 2000
Masters, Accounting
European UNiversity 1996 — 1998
MBA, International Business Management
St. Stephen's College, Delhi University 1992 — 1995
BA, Economics, History, English
Amgen January 2014 - Present
Guitar Center May 2012 - January 2014
Walt Disney Parks and Resorts Online July 2011 - May 2012
imagistic, inc. September 2006 - July 2011
Kinecta Federal Credit Union May 2003 - August 2006
McElroy January 2006 - April 2006
imagistic March 2000 - October 2002
Internal & External Communication 1998 - 2000
Arthur Andersen January 1997 - April 1997
Skills
Content Strategy, User Experience, Information Architecture, OmniGraffle, Axure, Visio, MS Office Suite, Microsoft Office, Usability, User Experience Design, Content Management, Software Documentation, Wireframes, Functional..., Process Improvement, User Interface Design, Wire Framing, Web Design, Web Development, Dreamweaver, E-Learning, Drupal, Interaction Design, Web Applications, User Interface, Usability Testing, E-commerce
Education
Utah State University 1995 — 1997
MS, Instructional Technology
Ohio University 1985 — 1990
BS, Interpersonal Communication
ShareMedia Services 1999 - Present
KSBJ Radio May 1991 - Present
Evangelical Council for Financial Accountability July 2006 - December 2013
Arthur Andersen 1988 - 1991
Skills
Radio Broadcasting, Public Speaking, Leadership, Broadcast, Management, Adobe Audition, Coaching, Digital Media, Editing, Entertainment, Event Planning, Fundraising, Media Relations, Microsoft Office, Music, Nonprofits, Radio, Radio Host, Radio Producing, Radio Production, Social Media, Social Networking, Strategic Planning, Television
Education
The University of Texas at Austin 1985 — 1988
MPA, Accounting
Oral Roberts University 1978 — 1982
BS, Radio/TV/Film
Valassis Communications January 2010 - Present
Valassis Communications, Inc. March 2007 - January 2010
ADVO August 2003 - March 2007
PricewaterhouseCoopers July 1996 - July 2003
Arthur Andersen August 1990 - June 1996
Abilene Christian University June 1984 - July 1987
Education
Western New England College School of Law 1987 — 1990
Oklahoma State University 1982 — 1984
MA, English as a Second Language
Oklahoma Christian University 1978 — 1981
BA, English as a Foreign Language
DRA Recruiting & Staffing Solutions (A Don Richard Associates Company) November 1981 - September 2011
ADP August 1974 - November 1981
Smithfield Foods July 1972 - August 1974
Arthur Andersen June 1968 - July 1972
Skills
Finance, Accounting, Financial Analysis, Recruiting, Engineering, Discern Rules, Golf Management, Human Resources, Leadership
Education
Old Dominion University 1964 — 1968
BS, Accounting
Norview High School
True Partners Consulting December 2013 - Present
True Partners Consulting June 2009 - December 2013
WTAS July 2002 - June 2009
Arthur Andersen, LLP January 2000 - July 2002
Clinical Practice Management Plan/SUNY Stony Brook September 1994 - January 2000
Arthur Andersen August 1987 - September 1994
Skills
Tax Research, Tax Accounting, FIN 48, Corporate Tax, International Tax, Tax, Income Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Law, Tax Returns, Accounting, CPA
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
BBA, Public Accounting
Bethpage High School- Bethpage, NY 1980 — 1983
Providence Corporate Development Holding Co. October 2014 - Present
FUJIFILM SonoSite, Inc. February 2014 - September 2014
Intermec, Inc. April 2006 - October 2013
Cingular Wireless / AT&T Wireless January 2004 - March 2006
Cap Gemini / Ernst & Young January 1996 - January 2004
Strategic Distribution, Inc. September 1993 - December 1995
Van Waters & Rogers / Univar February 1989 - August 1993
Arthur Andersen September 1980 - January 1989
Skills
Forecasting, Internal Controls, Internal Audit, Budgets, Sarbanes-Oxley Act, Revenue Recognition, Project Planning, Auditing, IT Audit, Change Management, Finance, Management, Sarbanes-Oxley, Recruiting, Financial Analysis, CPA, Business Strategy, Accounts Payable, SEC filings, Strategy, Financial Reporting, Integration, Payroll, Accounts Receivable, Financial Modeling, Managerial Finance, Procurement, Acquisition Integration, Financial Audits, Telecommunications, Mergers, Consolidation, Cross-functional Team..., Financial Accounting
Education
University of Washington, Michael G. Foster School of Business 1991 — 1993
Master of Business Administration (MBA)
Pacific Lutheran University 1978 — 1980
BBA
Washington State University 1976 — 1978
Salem Hospital June 2009 - Present
Salem Health 2009 - Present
Symonds, Evans & Co. P.C. September 2008 - January 2009
KPMG Audit May 2002 - August 2008
KPMG 2002 - August 2008
Arthur Andersen April 2001 - May 2002
Skills
Not for Profit, Financial Institutions, Insurance, Manufacturing, Financial Reporting, Accounting, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Analysis, Auditing, US GAAP, General Ledger, Financial Accounting, Financial Statements, Accounts Payable, Payroll, Consolidation, Account Reconciliation, Cost Accounting, Variance Analysis, External Audit, Cash Flow Forecasting, Managerial Finance, Fixed Assets, Financial Audits, Big 4, Healthcare, ERP, Risk Management
Education
Oregon State University 1996 — 2001
Bachelors of Science, Accounting and Healthcare Administration
Bandon High School
Crime Stoppers of Michigan 2015 - 2015
Crime Stoppers of Michigan 2015 - 2015
Accenture October 2002 - August 2014
Arthur Andersen 2000 - 2003
Electronic Data Systems 1999 - 2000
Deloitte & Touche 1997 - 1999
Skills
Public Relations, Manufacturing Operations, Administration, Community Relations, Program Management, Strategic Planning, Business Planning, Business Strategy, New Business Development, P&L Management, Marketing Strategy, Customer Relations, Negotiation, Strategy Development, Sales Management, Budgeting, International Business, Fundraising, Financial Analysis, Organizational..., Market Analysis, Coaching, Entrepreneur, Management Consulting, Problem Solving, Social Media, Team Leadership, Budget Management, Account Management, Non-profits, Event Management, Consultative Selling, Automotive, Contract Negotiations, B2B, Strategy, Marketing, Management, Contract Negotiation, Budgets, Leadership, Entrepreneurship, Business Process..., Nonprofits, Sales, Process Improvement, Sales Process, Selling, Community Development, Business Development
Education
Ohio Wesleyan University 1975 — 1979
BA, Econ Mgmt & Accounting
Newark High School 1972 — 1975
Cardinal Health May 2014 - Present
Cardinal Health July 2011 - Present
The Creative Group 2010 - July 2011
Porter Wright Morris & Arthur LLP December 2006 - June 2010
Fisher College of Business, The Ohio State University April 2004 - December 2006
Arthur Andersen September 1999 - August 2002
Signature, Inc. May 1996 - August 1997
Alliance Data Systems April 1994 - May 1996
Skills
Marketing Strategy, Proposal Management, Change Management, Training & Development, Communications Planning, Budget Management, Professional Services..., Internal Communications, Project Management, Practice Development..., Legal Marketing, Strategy and Business..., Sales Operations, Coaching, Business Development, Sales Process, Sales Presentations
Education
The Ohio State University Fisher College of Business 1997 — 1999
MBA, Marketing
Ohio University 1988 — 1992
BBA, Marketing and Management
Chaminade-Julienne 1985 — 1988
Futureal Group September 2006 - Present
CMS Cameron McKenna January 2001 - September 2006
SYNERGON Information Technology Plc. January 2000 - January 2001
Arthur Andersen August 1998 - January 2000
Skills
Contract Law, Intellectual Property, Employment Law, Joint Ventures, Legal Research, Legal Advice, Cross-border..., Corporate Law, Legal Writing, Corporate Governance, International Law, M&A, Financial Law, Venture Capital, Due Diligence, Tax Law, Mergers & Acquisitions
Education
Pécsi Tudományegyetem 1992 — 1997
Master's degree, State and Legal Sciences, Summa Cum Laude
Protiviti May 2002 - Present
Arthur Andersen 1995 - 2002
USLIFE Corporation 1982 - 1995
Skills
Internal Audit, Enterprise Risk..., SOX, Risk Assessment, CISA, Internal Controls, Process Improvement, Compliance, Audit, Risk, Risk Management, Auditing, SAS70, Change Management, IT Governance, Healthcare, Security, Corporate Governance, Risk Mitigation, Process Engineering, Management Consulting, Business Process..., IT Risk, SAP, COBIT, Project Implementation, Compliance Management, Compliance Audits, Business Continuity, HIPAA, Governance, Business Strategy, Data Analysis, IT Audit, Sarbanes-Oxley Act, IT Strategy, Sarbanes-Oxley, Business Process, Information Security..., Business Process..., Acquisition Integration, Leadership, Consulting
Education
The University of Dallas 1982 — 1984
MBA, Management Information Systems, General
Ohio University 1978 — 1981
BBA, Information Systems
AIG January 2013 - Present
Federal Reserve Bank of New York March 2009 - January 2013
Bank of America Merrill Lynch April 2007 - March 2009
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Accounting, Loans, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Finance, Equities, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Fixed Income, Investments, Risk Management, Banking
Education
Pace University - Lubin School of Business
BBA - Accounting, Masters in Finance
Spielman Koenigsberg & Parker, LLP February 2013 - Present
WTAS LLC July 2002 - February 2013
Arthur Andersen 1996 - 2002
Skills
Accounting, Tax, Performance Management, Quickbooks, Employee Relations, Tax Compliance, Talent Management, HRIS
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1996
BBA, Public Accounting
Pace University-HR program
Angelo, Gordon & Co. November 2014 - Present
Ernst & Young October 2008 - November 2014
Bear, Stearns & Co., Inc. June 2002 - September 2008
Arthur Andersen 2000 - 2008
Skills
Tax, Corporate Tax, Tax Accounting, FIN 48, FAS 5, International Tax, Transfer Pricing, Financial Services, SEC filings, Tax Advisory, CPA, Tax Research, Financial Planners, Due Diligence, Tax Law, Financial Analysis, Financial Planning, Mergers, SEC Filings, Mergers & Acquisitions, Accounting
Education
Upsala College 1972 — 1976
Degree in Accounting
Pace University - Lubin School of Business
MS in Taxation
Darby Oaks Family Farms LLC January 2003 - Present
RCOlmstead 2009 - Present
Ocean Pointe January 2000 - Present
Nationwide Insurance May 2012 - May 2014
Sea Gulls January 2013 - January 2014
Harleysville Insurance 2001 - May 2012
Andersen Consulting 1979 - 2000
Accenture 1979 - 2000
Arthur Andersen 1979 - 2000
Skills
Business Strategy, Risk Management, Strategic Planning, Management Consulting, Process Improvement, Process Engineering, Business Planning, Mergers, Business Management, Banking, Leadership Development, Team Building, Customer Relations, Program Management, Mentoring, Budgeting, Financial Analysis, Coaching, Strategy Development, Insurance, Change Management, Business Process..., Business Analysis, Knowledge Management, Strategy, Management, Mergers & Acquisitions, IT Strategy, Outsourcing, Governance, Budgets
Education
The Ohio State University 1977 — 1978
MBA, Finance
Ohio Wesleyan University 1962 — 1966
Bachelor's Degree, Mathematics, Liberal Arts
Graham High School 1958 — 1962
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, Graduation Speaker
NETAPP July 2012 - Present
HEWLETT-PACKARD November 2010 - June 2012
SUNGARD AVAILABILITY SERVICES April 2006 - October 2010
RICOH AMERICAS (FORMERLY LANIER WORLDWIDE) 2003 - 2005
ERNST & YOUNG (FORMERLY ARTHUR ANDERSEN) 2002 - 2003
ARTHUR ANDERSEN 1998 - 2002
ERNST & YOUNG 1987 - 1998
Skills
IT Strategy, Healthcare, Healthcare IT, Healthcare Consulting, HIPAA, Product Marketing, Sales, Customer Engagement, Business Development, Consulting, Payer, Providers, Client Development, Healthcare Information..., Enterprise Software, Cloud Computing, Data Center, Solution Selling, Leadership, Program Management, CRM, Management, Strategy
Education
Oral Roberts University School of Medicine 1983 — 1986
Doctor of Medicine (MD), Medicine
Oral Roberts University 1978 — 1982
BS, Biology
Deutsche Bank September 2009 - Present
JRK Residential Corporation December 2008 - August 2009
LNR Property Corporation January 2003 - September 2008
Chevron Energy Services, Inc June 1999 - December 2002
Archstone Communities January 1997 - January 1999
Amstar Group, Ltd April 1995 - December 1996
Amstar Group, Ltd April 1995 - December 1996
Citicorp Real Estate, Inc February 1992 - March 1995
Fosterlane Management Corporation March 1988 - January 1992
Arthur Andersen September 1986 - February 1988
Education
Pace University 1982 — 1986
Bachelor, Business Administration; Public Accounting
New York University
Master, Science; Real Estate Development & Investment
Eliza Jane, Inc. 2007 - Present
MLH Events, LLC 2002 - 2007
Arthur Andersen 1999 - 2002
Education
Penn State University 1997 — 1998
Ohio University 1992 — 1996
BS, Communications
Deloitte November 2011 - Present
Business Wire, A Berkshire Hathaway Company February 2009 - November 2011
Permal Asset Management Inc. June 2007 - February 2009
MetLife February 2005 - June 2007
National Futures Association January 2003 - February 2005
Atari April 2002 - January 2003
Arthur Andersen July 2001 - February 2002
Skills
Cash Management, EDGAR, Risk Management, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Hedge Funds, Finance, Internal Audit, SEC filings, Financial Services, Financial Analysis, Investor Relations, Valuation, Internal Controls, AML, Sarbanes-Oxley, Financial Statements, Financial Modeling, Business Strategy, Human Resources, Marketing, US GAAP, Trading, XBRL, Operational Risk, SEC, Mutual Funds, SEC Filings, Enterprise Risk...
Education
Pace University 2005 — 2008
MBA
University at Albany 1997 — 2001
BS
2 Companies - Epiq Class Action and Hilsoft Notifications August 2005 - Present
Consulting Engagements January 2005 - July 2005
Crown Pacific August 1997 - December 2004
Arthur Andersen December 1993 - June 1997
Skills
Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Auditing, Accounting, Budgets, Project Planning, Analysis, ERP, Access, Consolidation, Finance, Business Process, Contract Negotiation, Data Analysis, System Administration, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Strategic Planning, Mergers & Acquisitions, Microsoft Office, Financial Statements, Financial Modeling, SAP, Financial Accounting, Business Process..., US GAAP, Business Analysis, Management, Budgeting, Training, Leadership, Internal Audit, Management Accounting, Financial Forecasting, CPA, General Ledger, GAAP
Education
Oregon State University 1989 — 1993
BS, Business - Accounting
Oregon State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
OnMessage May 2014 - Present
CBPerryman May 2003 - May 2014
BearingPoint July 2002 - March 2003
Arthur Andersen January 1996 - June 2002
Oklahoma City Philharmonic July 1994 - June 1995
Oklahoma City University August 1991 - June 1994
Skills
Management Consulting, Public Relations, Integrated Marketing, Market Research, Advertising, Internal Communications, Strategy, Event Management, Fundraising, Strategic Communications, Corporate Communications, Marketing, Leadership, Management, Marketing Strategy
Education
Oklahoma City University 1991 — 1993
Master of Liberal Arts
Oklahoma State University 1987 — 1991
BS
MetLife, Structured Finance August 2015 - Present
MetLife, Structured Solutions Group April 2012 - Present
MetLife, Structured Finance Group December 2000 - January 2012
PaineWebber 1998 - December 2000
PaineWebber 1993 - 1998
Arthur Andersen 1988 - 1991
Drexel Burnham Lambert 1988 - 1989
Skills
ABS, CMBS, Fixed Income, Quantitative Research, Fundamental Analysis, Chartered Financial..., CPA, Credit Analysis, Portfolio Management, Trading, Derivatives, Structured Finance, Investments, Capital Markets, Securitization, Financial Markets, Credit, Investment Banking, Loans, ALM, Real Estate, Credit Derivatives, Equities, Rates, Hedging, Valuation, CDO, Asset Allocation, Hedge Funds, Finance, Alternative Investments, Investment Strategies, Financial Modeling, Leveraged Finance, Securities, Residential Mortgages, Risk Management, Auditing, Asset Management, Structured Products, Bonds, Investment Management, Treasury, Series 7, Accounting, High Yield, Private Equity, Bloomberg
Education
Pace University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
Otsuka Pharmaceutical Companies (U.S.) November 2014 - Present
Otsuka Pharmaceutical Companies (U.S.) March 2014 - November 2014
Otsuka January 2010 - March 2014
Accenture March 2005 - January 2010
Empower Solutions January 2004 - February 2005
Hitachi Consulting July 2002 - January 2004
Arthur Andersen July 2000 - July 2002
Skills
Change Management, Human Resources, PeopleSoft, Project Management, SAP, Human Performance, SuccessFactors, Talent Management, Management Consulting, Organizational Design, Performance Management, Workforce Planning, Business Process..., Organizational..., HRIS, Business Transformation, Process Improvement, Talent Acquisition, Business Process, Organizational..., Strategy, Leadership, Succession Planning, Personnel Management, Training, HR Transformation, Onboarding, Employee Engagement, Leadership Development, HR Consulting, Applicant Tracking...
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Healthcare Marketing
Ohio University
Bachelor of Science (B.S.), Organizational Communication
Sullivan Productions December 2009 - Present
The Shopping Channel, QVC UK, QVC Germany, HSN December 2007 - Present
Miss America's Outstanding Teen January 2007 - Present
Home Shopping Network January 2005 - Present
Television Show/Internet program May 2004 - Present
"Sell My House TV" 2001 - December 2004
Ariba 2001 - 2004
Arthur Andersen 1999 - 2001
JWT London England 1997 - 1999
Education
Ohio University 1995 — 1999
Upper Arlington HS 1991 — 1995
CBRE January 2000 - Present
Arthur Andersen January 1997 - January 2000
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BA, Accounting
Iona Prep 1987 — 1991
Tango May 2011 - Present
Bridgepoint Consulting, LLC February 2011 - February 2012
Lombardi Software July 2008 - January 2011
Golfsmith October 2006 - July 2008
DuPont Photomask October 2003 - October 2005
American Plumbing and Mechanical October 2002 - October 2003
Avant! September 2000 - October 2002
Arthur Andersen June 1997 - September 2000
Skills
Financial Reporting, SEC filings, Financial Analysis, Cash Management, Revenue Recognition, Due Diligence, General Ledger, Acquisitions, Accounting, Forecasting, Strategic Planning, Start-ups, Finance, Process Improvement, Auditing, Consolidation, Management, Leadership, Sarbanes-Oxley Act
Education
Oregon State University 1993 — 1997
Bachelor's, Business
AARP Tax Aide 2008 - Present
San Diego State University September 1981 - Present
First Unitarian Universalist Church of San Diego June 2013 - July 2014
First Unitarian Universalist Church of San Diego July 2010 - June 2013
Arthur Andersen July 1987 - November 2001
Coopers & Lybrand June 1982 - July 1987
California Franchise Tax Board August 1975 - June 1982
Franchise Tax Board 1975 - 1981
Skills
Tax Law, Tax, Research, Accounting, Teaching, Higher Education, Tax Accounting, Public Speaking, Microsoft Office, State Tax, Income Tax, Auditing, Corporate Tax, Tax Preparation, GAAP
Education
San Diego State University-California State University 1974 — 1975
Postgraduate study, Accounting
Oberlin College 1954 — 1959
B.A., Sociology
Wisconsin Energy April 2000 - Present
Arthur Andersen June 1983 - June 1998
Arthur Andersen 1983 - 1985
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Strategic Planning, Mergers, Internal Controls, Budgets, Forecasting, Auditing, Risk Management, Financial Accounting, Revenue Recognition, Cash Management, Internal Audit, Mergers & Acquisitions, Managerial Finance, GAAP, Executive Management, SEC filings, Strategic Financial..., Financial Modeling, CPA, Business Process..., Sarbanes-Oxley, Due Diligence, US GAAP, Change Management, Finance, Enterprise Risk..., General Ledger, Tax, Cost Accounting, Account Reconciliation, Accounts Payable, Financial Statements, Payroll
Education
Oral Roberts University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Neenah 1976 — 1979
Brand Capital LLC 2003 - Present
Valkre Solutions June 2010 - February 2015
Allegiance Marketing Resources January 2008 - May 2010
Knowledge Advisors January 2006 - January 2008
Tribune Company 2001 - 2003
Arthur Andersen 1997 - 2001
NewsEdge 1990 - 1997
Skills
Competitive Analysis, Investments, Enterprise Software, B2B, Business Strategy, Start-ups, Business Development, Entrepreneurship, New Business Development, Private Equity, Financial Modeling, SaaS, Marketing, Selling, Leadership, Sales Process, Consulting, Sales
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, Organizational Behavior
Oberlin College
BA, Economics, Political Science
Juniper Networks July 2015 - Present
Juniper Networks May 2014 - Present
PricewaterhouseCoopers, San Jose, CA 2003 - May 2014
Arthur Andersen 1998 - 2000
Skills
Sarbanes-Oxley Act, Revenue Recognition, Auditing, IPO, CPA
Education
University of Wisconsin-Madison 2000 — 2002
MBA
Peking University 1994 — 1998
Beijing No 4 High School
Haute Deals NYC May 2015 - Present
FTI Consulting 2009 - Present
Macquarie Group 2008 - 2008
Duff & Phelps 2001 - 2008
McKinsey & Company 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Employee Relations, Leadership, Talent Acquisition, Human Resources, Change Management, Strategic Communications, Organizational..., Consulting, Onboarding, Recruiting, Financial Analysis, Performance Management, Employee Benefits, Succession Planning, Management
Education
Ohio University 1993 — 1997
BBA
Stan Johnson Company November 2012 - Present
Stan Johnson Company November 2009 - November 2012
Stan Johnson Company May 2003 - November 2009
Williams Energy, Marketing & Trading 1999 - 2001
Arthur Andersen 1996 - 1999
Skills
Brokerage, Investment Sales, Real Estate Transactions, Disposition, Real Estate, Investment Properties, Commercial Real Estate, Investments, Corporate Real Estate, Valuation, Single Tenant, Acquisitions, Business Development, Property, Lease Negotiations, Investors, 1031 Exchanges, Finance, Marketing, Real Estate Acquisitions, Executive Management, Commercial Real Estate..., Transaction Management, Sales, Financial Analysis, Contract Negotiation, Dispositions
Education
Oklahoma State University 1994 — 1996
Bachelors, Accounting
The University of Texas at Austin 1992 — 1994
Memorial High School 1989 — 1992
Columbus State Community College September 2013 - Present
Columbus State Community College August 2011 - Present
Columbus State Community College January 2007 - April 2011
Real Living HER, Meyer & Dial February 2006 - October 2010
Columbus Chamber 2002 - 2004
Arthur Andersen 2000 - 2002
Progressive Insurance 1998 - 2000
Fifth Third Bank 1994 - 1998
Skills
Marketing, Internal Communications, Project Management, Contract Negotiation, Focus Groups, Event Planning, Public Speaking, Public Relations, Social Media, Fundraising, Non-profits, Marketing Communications, Copywriting, Event Management, Strategic Planning, Nonprofits, Employee Relations, Leadership, Higher Education, Leadership Development, Program Management, Training, Organizational...
Education
Otterbein University 1990 — 1994
BA, Marketing/PR
Moss Adams LLP March 2006 - February 2015
Target October 2003 - March 2006
Target September 2002 - September 2003
Arthur Andersen August 1992 - September 2002
Skills
Human Resources, Performance Management, Recruiting, Employee Engagement, Talent Management, Personnel Management, Employee Relations, Process Improvement, Talent Acquisition, Leadership, Management, HRIS, PeopleSoft, Management Consulting, Project Management, Employment Branding, Change Management, Employer Branding, Strategic Planning, EEO/AA Compliance, Consulting, Strategy, Interviews, Affirmative Action, EEO Compliance, Onboarding, Applicant Tracking..., SharePoint, Compensation Planning, Budget Management, Training, Program Management, Hiring, Payroll
Education
Pacific Lutheran University
BA, English
Wayzata High School
Diploma
Dollar Thrifty Automotive Group, Inc. 1998 - Present
Dollar Thrifty Automotive Group (DTAG) 1998 - Present
Arthur Andersen 1992 - 1994
Skills
Financial Analysis, Forecasting, Internal Controls, Cost Accounting, Customer Service, Sarbanes-Oxley Act, Budgets, Leadership, Financial Reporting, Cash Management, Analysis, Auditing, Accounting, Microsoft Office, Due Diligence, GAAP, General Ledger, Mergers, Process Improvement, Accounts Payable, Internal Audit, Mergers & Acquisitions, Financial Accounting, Variance Analysis, CPA, Account Reconciliation, Cash Flow, Finance, Accounts Receivable, Sarbanes-Oxley, Executive Management, JD Edwards, SEC filings, SEC Filings
Education
Oklahoma State University 1988 — 1992
HomeRate Mortgage #TN November 2013 - Present
Hometown Lenders (TN Mortgage Loans) August 2010 - October 2013
Capital Home Equity August 2008 - August 2010
HSBC Bank (Mortgage Lender) April 2003 - July 2008
Wells Fargo Financial January 2001 - January 2002
Arthur Andersen January 1999 - January 2001
Skills
Banking, Loans, Insurance, Mortgage Lending, USDA, Credit, Sales Management, Investment Properties, FHA, Real Estate, Refinance, Sales, Mortgage Marketing, Financial Services, Sellers, Marketing, Referrals, First Time Home Buyers, Residential Mortgages, Loan Origination, Mortgage Banking, HUD, Commercial Real Estate, Government Loans, Real Estate Financing, Management, Selling, Customer Service, Debt Consolidation, Strategic Financial..., Real Estate Transactions, Financial Analysis, Real Estate Economics, Mortgage Servicing, Accounting, Business Planning, Closings, CRM, Due Diligence, Certified Mortgage..., Residential Homes, Underwriting, Mortgage Underwriting, FHA financing, Small Business, VA loans, Finance, VA Loans
Education
Oklahoma State University 1997 — 1999
BS, Business Administration; Accounting
Oklahoma State University 1996 — 1999
Bachelor of Science (BS), Accounting
Coca-Cola Refreshments April 1991 - Present
Arthur Andersen 1987 - 1991
Education
Oklahoma State University 1984 — 1987
Bachelor of Science (BS), Accounting
Lee Hecht Harrison June 2001 - Present
Southill, LLC 1999 - Present
Southill, LLC April 1999 - August 2001
Kelly Services 1995 - 1999
Arthur Andersen 1982 - 1995
Skills
Interviewing, Career Counseling, Retirement Planning, Coaching, Curriculum Development, Resume Writing, Teaching, Writing, Career Management, Interview Preparation, Editing, Blended Learning, MBTI, Recruiting, Job Search, Change Management, Team Building, Talent Management, Leadership, Human Resources, Interviews, Career Development, Training, Organizational..., Performance Management, Training Delivery, Career Assessment, Workshop Facilitation, Executive Coaching, Team Leadership, Leadership Development, Organizational...
Education
Wayne State University
MA, History
Oakland University
BA, History
PIBF September 1999 - Present
Arthur Andersen August 1994 - September 1999
Skills
Auditing, Accounting, GAAP, Financial Reporting, CPA, US GAAP, Internal Controls, Financial Accounting, Tax Preparation, Financial Analysis, Budgets, Accounts Payable, General Ledger, Payroll, QuickBooks, Financial Audits
Education
Oklahoma State University 1990 — 1994
Bachelor of Science (B.S.), Accounting
El Reno HIgh School
High School
Resources Global Professionals May 2014 - Present
BP March 2013 - December 2013
Resources Global Professionals March 2012 - December 2012
Bewley & Associates October 2011 - February 2012
Core Laboratories June 2011 - October 2011
Resources Global Professionals July 2004 - June 2011
Hanover Measurement Services March 2003 - May 2004
Arthur Andersen March 2001 - May 2002
University of Phoenix July 1995 - March 2001
Bewley & Associates, LLC February 1995 - March 2001
Skills
Employee Benefits, Recruiting, Project Consulting, Compliance, HR Department Start-up, Compensation, Policy, Human Resources, Manager/Mentor, Educator, Projects, Deferred Compensation, Sourcing, Consulting, Talent Acquisition, Personnel Management, HRIS, Management, Talent Management, Program Management, Benefits Administration, Technical Recruiting, Workforce Planning, Strategy, System Administration, Internet Recruiting, Operations Management
Education
Ohio University
M.A
Western State Colorado University
B.A
Pace University October 2014 - Present
EY January 2012 - Present
Deutsche Bank February 2010 - December 2011
The Perennial Money Management Group, LLC August 2008 - December 2011
Deutsche Bank December 2004 - February 2010
Deloitte & Touche December 2002 - December 2004
Arthur Andersen September 2001 - August 2002
Skills
Auditing, Accounting, Fraud Investigations, Regulatory Reporting, Problem Solving, Client Relationship..., Project Management, CRM, Fraud, Finance, Financial Services, Management, Banking, Business Development, Financial Analysis, Internal Audit, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Professional Accreditation
CPA, Licensed in the State of New York; 2005
Jefferies & Company January 2010 - September 2010
Rothschild May 2005 - July 2008
Arthur Andersen June 2000 - April 2002
BusinessWeek July 1995 - January 2000
Education
Oberlin College
B.A., Music
Pratt Institute
MLIS
Minds Matter of Denver, Inc. July 2012 - Present
The MyLifeLine.org Cancer Foundation May 2011 - Present
Colorado Department of Revenue - Motor Vehicle Dealer Board August 2010 - Present
EKS&H August 2007 - Present
SMART Business Advisory and Consulting August 2006 - August 2007
Wagner & Associates January 2004 - August 2006
Grant Thornton LLP February 2003 - January 2004
KPMG June 2002 - February 2003
Arthur Andersen January 1994 - June 2002
Skills
Mergers & Acquisitions, Due Diligence, Accounting, Tax, Strategy, Corporate Tax, Leadership, International Tax, Management, Nonprofits, Program Management, Real Estate, Fundraising, Employee Benefits, Project Planning, CPA, SEC filings, Internal Controls, Tax Research, Financial Analysis, Tax Accounting, Mergers, Partnership Taxation, Corporate Finance, Strategic Planning, Private Equity, Auditing, Cash Flow
Education
University of Denver - Sturm College of Law 1993 — 1994
MT, Taxation
Oklahoma State University 1989 — 1993
BSBA, Accounting
Memorial High School
Memorial High School
Lenox Financial Corp. May 2007 - Present
American Sterling Bank June 2005 - June 2007
Washington Mutual June 2004 - June 2005
Arthur Andersen August 1999 - September 2001
Skills
Financial Modeling, Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Banking, Mortgage Banking, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Middle East Technical University 1993 — 1998
B. Sc., Mechanical Engineering
CEB May 2013 - Present
AAA-1 MASONRY & TUCKPOINTING, INC. November 2010 - May 2013
Studley February 2010 - February 2011
CB Richard Ellis November 2003 - February 2010
Arthur Andersen 2000 - 2004
KPMG April 2002 - November 2003
Bearing Point 2002 - 2003
Arthur Andersen Business Consulting September 2000 - April 2002
Skills
Customer Service, Restoration, Proposal Generation, Business Communications, Real Estate, Leases, Financial Analysis, Strategic Planning, Management Consulting, Contract Negotiation, Negotiation, New Business Development, Financial Modeling, Customer Relations, Marketing Strategy, Process Improvement, Process Engineering, Market Research, Fundraising, Non-profits, Marketing, Sales, Nonprofits
Education
Ohio University 1996 — 2000
BBA, Finance, Philosophy
Hawken 1992 — 1996
Riverside Transport, Inc. May 2015 - Present
YRC Freight February 2013 - February 2015
T.D. Williamson, Inc. October 2011 - February 2013
FedEx National LTL November 2006 - January 2011
FedEx Freight May 2003 - November 2006
FedEx Services June 2001 - May 2003
FedEx Freight (American Freightways) September 2000 - June 2001
FedEx Freight (American Freightways) February 1998 - September 2000
Wal-Mart Stores, Inc. August 1997 - February 1998
Arthur Andersen June 1993 - August 1997
Skills
CPA, Financial Accounting, Financial Planning &..., SOX Compliance, Internal Audit, Mergers & Acquisitions, SEC Reporting, Goodwill Impairment..., Financial Forecasting, Corporate Budgeting, Accounts Payable, Payroll, Accounts Receivable, Cost Accounting, Fixed Assets, Analysis, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Auditing, Internal Controls, Trucking, Financial Planning, Process Improvement, SEC Filings
Education
Oklahoma Christian University 1991 — 1993
Bachelor of Science, Accounting
North Arkansas College 1988 — 1990
Associate of Arts, General Studies
Colliers International January 2015 - Present
Metropolitan Equity Partners December 2012 - January 2015
Armstrong Capital Management March 2012 - September 2012
Ed McNulty Realty LLC July 2010 - July 2012
Real Estate Capital Partners 2001 - 2010
MD Sass Real Estate Advisors 1992 - 2001
Arthur Andersen 1985 - 1992
Skills
Investments, Investment Properties, Asset Management, Management, Finance, Commercial Real Estate, Asset Managment, Real Estate, Dispositions, Accounting, Real Estate Transactions, Auditing, Due Diligence, Real Estate Development, Real Estate Economics, Banking
Education
Pace University - Lubin School of Business 1981 — 1985
BBA & MBA, Accounting/Finance
Xaverian High School 1977 — 1981
Western & Southern Financial Group 2003 - Present
The Midland Company 2001 - 2003
Arthur Andersen January 1998 - 2001
Skills
SOX, Auditing, Audit, Business Process, Internal Audit, Compliance, Process Improvement, Accounting, Problem Solving, Insurance, Analysis, Sarbanes-Oxley Act, SAS70, Internal Controls, Management, Risk Assessment, COSO
Education
Ohio University
Bachelor of Business Administration (B.B.A.), Accounting
Hay Group July 2013 - Present
The Carlyle Group August 2011 - July 2013
Hay Group August 2010 - August 2011
Fortress Investment Group June 2008 - July 2010
Deloitte 2003 - 2008
Arthur Andersen October 1995 - June 2002
Skills
Executive Pay, Human Resources, Mergers & Acquisitions, Deferred Compensation, Management Consulting, Incentive Programs, Human Capital, Financial Modeling, Acquisition Integration, Talent Management, Global Compensation, Due Diligence, Performance Management, Private Equity
Education
Pace University
BBA, Finance
Phosphate Holdings Inc. May 2014 - Present
Walter Energy June 2011 - May 2014
Walter Energy September 2010 - June 2011
Avocent - a division of Emerson Network Power December 2009 - September 2010
Avocent Corporation September 2006 - December 2009
Symbol Technologies, Inc. August 2004 - September 2006
RPK Enterprises, Inc. April 2001 - August 2004
Harris Corporation August 1989 - April 2001
Arthur Andersen June 1985 - July 1989
Skills
Mergers, ERP, Integration, Change Management, Restructuring, Sarbanes-Oxley Act, GAAP, US GAAP, Internal Controls, Financial Reporting, Forecasting, Investor Relations, Acquisitions, Due Diligence, SEC Financial Reporting, International Business..., Mandarin, Coaching Staff, Organizational..., International Joint..., Start-ups, Entrepreneurship, Financial Modeling, Executive Management, Mergers & Acquisitions, Sarbanes-Oxley, SEC filings, Managerial Finance, Finance, Auditing, Accounting, CPA, Budgets, Financial Analysis, Hyperion Enterprise, Financial Accounting, Variance Analysis, Corporate Finance, Cost Accounting, Management, Business Analysis, Business Planning, Business Process..., IFRS, Treasury Management, Revenue Recognition, Consolidation, Cash Flow, General Ledger, Risk Management
Education
Oklahoma Christian University 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting
Deloitte August 2014 - Present
Deloitte 2001 - Present
Arthur Andersen 1997 - 2001
Leisure Management International (merged with SMG in 2000) 1994 - 1997
Tinker Federal Credit Union 1991 - 1992
Skills
Marketing Management, Account Management, Marketing Strategy, Thought Leadership, Marketing Communications, B2B Marketing, Integrated Marketing, Strategy, Market Research, Competitive Analysis, Strategic Planning, Segmentation, Digital Marketing, Strategic Communications, Marketing, Corporate Communications, Brand Management, Email Marketing, Digital Strategy, Lead Generation, Brand Development, CRM, Social Media Marketing, Multi-channel Marketing, Event Management, Social Networking, Relationship Marketing
Education
University of Oklahoma 1987 — 1991
Bachelor of Arts (B.A.), Journalism/Public Relations
Oklahoma State University 1986 — 1986
Eisenhower High School
Eisenhower High School
Eisenhower High School
Baker Hughes July 2013 - Present
Ascende June 2009 - June 2013
Robert Half International July 2007 - December 2008
Shell Oil Company July 2002 - April 2007
Arthur Andersen October 2000 - June 2002
Gary W. Lambert CPA Firm June 1999 - September 2000
Skills
Benefits Administration, Group Benefits, Benefits Design, Employee Benefits, Strategic Planning, HR Consulting, Recruitment/Retention, Financial Analysis, Financial Modeling, Benchmarking, Change Management, Outsourcing, Project Management, Project Planning, Cost Analysis, Training & Development, Management Consulting, Compliance, Procurement, Transaction Services, Mergers, Acquisition Integration, Offshore Project..., Business Process..., COBRA, HIPAA, ERISA, Tax Accounting, Disability Insurance, Healthcare, Term Life Insurance, Staff Supervision, Staff Management, Oil&Gas, Professional Services, Accounting, Process Improvement, Program Management, Account Management, Onboarding, Business Development, Budgeting, Underwriting, Customer Relations, Budgets, Mergers & Acquisitions, Customer Service, Employee Training, HRIS, Employee Relations
Education
Pace University - Lubin School of Business 2008 — 2008
Certification, Human Resource Management
Stephen F. Austin State University 1996 — 1999
BBA, Dual Major: Finance and Marketing
Marshall & Melhorn, LLC 1999 - Present
Arthur Andersen 1998 - 1999
Education
University of Toledo College of Law 1995 — 1998
JD, Law
Ohio Northern University 1991 — 1995
BSBA, Accounting and Finance
Mercy Health May 2014 - Present
Catholic Health Partners April 2013 - May 2014
Catholic Health Partners June 2011 - April 2013
Ernst & Young June 2010 - June 2011
Epic Systems Corporation July 2004 - July 2010
SparkPeople 2001 - 2005
GE Plastics 2001 - 2005
Arthur Andersen 2000 - 2005
Skills
EMR, Analysis, Epic Systems, Hospitals, Revenue Cycle
Education
University of Cincinnati 1999 — 2004
BBA, Information Systems
University of Cincinnati College of Business 1999 — 2004
BBA, Information Systems
Ohio University
Ohio University
Ohio University
St. Xavier High School
Global Holdings, LLC July 2008 - Present
Atlantis Plastics April 2004 - July 2008
Fintube Technologies November 1998 - February 2004
Arthur Andersen August 1993 - October 1997
Skills
Process Improvement, Customer Service, Forecasting, Problem Solving, Budgeting, Customer Relations, Operations Management, Microsoft Office, Budgets, Contract Negotiation, Management, Change Management, Team Building, Leadership, Risk Management, Business Analysis, Executive Management, Program Management, Vendor Management, Financial Analysis, Training, Cross-functional Team..., Manufacturing, Strategic Planning, Product Development, Continuous Improvement
Education
Oklahoma State University 1989 — 1993
MBA
Oklahoma State University 1989 — 1993
Bachelor of Science (BS), Accounting
Atlantic Investment Management June 2005 - Present
Advent Capital Management, LLC March 2004 - June 2005
Maple Financial Group January 2001 - March 2004
Arthur Andersen December 1997 - January 2001
D.H. Blair Investment Banking Corp October 1994 - December 1997
Prudential Securities, Inc. May 1993 - October 1994
Education
Pace University - Lubin School of Business 1995 — 1997
Master of Science, Public Accounting
University at Albany 1989 — 1993
Bachelor of Science, Business Administration/MIS
Consulting CFO January 2007 - Present
Permanente Dental Associates October 2008 - April 2013
Care Health Solutions January 2008 - October 2008
Metro One Telecommunications April 2000 - September 2007
Analogy, Inc. June 1996 - April 2000
Arthur Andersen 1990 - 1996
Arthur Andersen LLP 1990 - 1996
Skills
Team Building, Strategic Planning, Coaching, Customer Service, Sales, Managerial Finance, Executive Management, Project Management, Payroll, Auditing, Sarbanes-Oxley Act, Budgets, Financial Modeling, Finance, Strategy, Analysis, Mergers & Acquisitions, Business Strategy
Education
Portland State University - School of Business 1987 — 1989
Accounting
Pacific Lutheran University
Bachelor of Arts (B.A.), Biology, General
Banfield Pet Hospital May 2010 - Present
Banfield Pet Hospital February 2006 - May 2010
Banfield, The Pet Hospital July 2004 - February 2006
Banfield, The Pet Hospital April 2001 - July 2004
ServerLogic March 2000 - November 2000
ProDX January 1998 - March 2000
Regence BlueCross BlueShield September 1996 - January 1998
Consolidated Freightways / CNF August 1995 - September 1996
Consolidated Freightways / CNF July 1987 - August 1995
Arthur Andersen June 1986 - July 1987
Skills
Leadership, Program Management, Vendor Management, Cross-functional Team..., Business Process..., Business Analysis, Business Intelligence, Data Warehousing, Collaborative Problem..., Team Leadership, Project Delivery, Software Development, Operations Management, Business Process, Budgets, ERP, Information Technology, Integration, IT Strategy, IT Management, SDLC, Process Improvement, Oracle E-Business Suite, Databases, Team Management, SQL, Management, Project Management, Consulting
Education
Oregon State University
BSc, Business, Computer Science
PETCO Animal Supplies, Inc. January 2007 - Present
PETCO January 2007 - October 2009
Foot Locker 2004 - 2006
Foot Locker 2002 - 2004
Dollar General Corporation 1999 - 2002
Famous Barr 1990 - 1999
Emerson Electric Company 1989 - 1990
Arthur Andersen 1986 - 1989
Skills
Forecasting, Retail, Profit, Inventory Management, Inventory Control, Income Statement, Merchandising, Budgets, P&L Management, Management, Accounting, Process Improvement, Account Reconciliation, P&L, Coaching, Leadership, Accounts Receivable, Analysis
Education
Oklahoma State University 1982 — 1986
SEI - Atlanta, LLC, a Systems Evolution, Inc Company April 2007 - Present
Adjoined / Kanbay / CapGemini July 2002 - March 2007
Arthur Andersen March 1999 - July 2002
Skills
Informatica, Business Objects, Cognos, webMethods, Data Warehousing, Business Intelligence, ETL, Data Integration, Master Data Management, Data Modeling, Dimensional Modeling, Data Governance, SDLC, Solution Architecture, Data Warehouse..., Business Analysis, Integration, Requirements Analysis, Siebel, Requirements Gathering, Enterprise Architecture, Data Quality, OBIEE, Business Process, SSIS, Cross-functional Team..., Business Process Design, Business Intelligence..., Software Project..., Dashboard, IT Strategy, Database Design, Business Requirements, SSRS, Microstrategy, SOA, Data Marts, Data Architecture, Analysis Services, PL/SQL, Business Process...
Education
Oral Roberts University 1994 — 1998
BS, Management Information Systems
Morgan Stanley December 2001 - Present
Arthur Andersen August 1999 - December 2001
Education
Pace University - Lubin School of Business 1997 — 1999
Global Payments October 2014 - Present
Global Payments Inc. August 2010 - September 2014
Global Payments February 2007 - August 2010
Per-Se Technologies 2006 - 2007
Fidelity National Information Services 2002 - 2006
Certegy Inc. 2002 - 2006
Arthur Andersen 1999 - 2002
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Forecasting, Financial Modeling, Auditing, Cash Management, General Ledger, Variance Analysis, Financial Accounting, Process Improvement, US GAAP, SEC filings, Sarbanes-Oxley, Managerial Finance, Internal Audit, Mergers & Acquisitions, GAAP, Oracle E-Business Suite, Fixed Assets, CPA, Consolidation, SEC Filings
Education
Oglethorpe University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Team Beachbody 2007 - 2010
CG Technology 2006 - 2007
Bank of America 2003 - 2006
Arthur Andersen 2001 - 2002
Skills
Coaching, Change Management, Business Analysis, Banking, Leadership Development, Management, Marketing, Process Improvement, Program Management, Project Management, Public Speaking, Strategic Planning, Training
Education
Ohio University 1996 — 2000
The World Bank April 2013 - Present
International Finance Corporation February 2008 - June 2010
Abraham & Co May 2006 - February 2008
First Funds Limited April 2003 - May 2006
Citibank June 1999 - June 2002
Arthur Andersen February 1999 - May 1999
Olaniwun Ajayi and Co. January 1998 - January 1999
Skills
Securities Regulation, Corporate Governance, International Law, Legal Research, Corporate Law, Project Finance, Legal Advice, Strategy, Commercial Litigation, Intellectual Property, Litigation, Legal Writing, Due Diligence, Dispute Resolution, Cross-border..., Privacy Law, Joint Ventures, Banking Law
Education
University of Cambridge 1996 — 1997
LL.M, Corporate Finance Law
Nigerian Law School 1994 — 1995
B.L, Law
Obafemi Awolowo University 1989 — 1993
LL.B, Law
Highmark March 2010 - Present
Deloitte Tax LLP November 2004 - March 2010
Arthur Andersen 1998 - 2002
Skills
Big 4, External Audit, SEC filings, US GAAP, IFRS, Internal Controls, Assurance, Sarbanes-Oxley Act, Forensic Accounting, FAS109, GAAP, UK GAAP, Corporate Tax, International Tax, Technical Accounting..., Auditing, SOC 1, SAS70, ITGC, Canadian GAAP
Education
Ohio Northern University
Bachelor of Science (BS), Accounting and Finance
PCAOB August 2006 - Present
Ernst & Young 2002 - 2006
Arthur Andersen September 2000 - May 2002
Education
Oklahoma State University 1994 — 2000
BS/MS, Accountancy
PricewaterhouseCoopers 2012 - Present
PwC 2002 - 2012
Arthur Andersen 2000 - 2002
Skills
Income Tax, State Tax, Tax Research, Corporate Tax, Tax Accounting, Tax, CPA, Tax Returns, FAS 5, Big 4, Tax Preparation, Tax Law, FIN 48, Sales & Use Tax, Accounting, Auditing, Sarbanes-Oxley Act, Tax Advisory
Education
Oakland University 1995 — 1999
BS, Accounting
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey July 2008 - March 2014
Citigroup Corporate Investment Bank August 2005 - July 2008
Citi Corporate Investment Bank May 2002 - May 2004
Arthur Andersen September 1997 - May 2002
Skills
Financial Analysis, Strategic Planning, Accounting, Leadership Development, Business Planning, Marketing, Fundraising, Financial Modeling, Coaching, Corporate Finance, Banking, Capital Markets, Due Diligence, Financial Services, Valuation, Investments, Management
Education
University of Georgia - Terry College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, Marketing
Oglethorpe University 1993 — 1997
BBA, Accounting
Bearden High School 1989 — 1993
BellyFire Productions LLC February 2015 - Present
Private January 2010 - Present
PricewaterhouseCoopers November 2004 - December 2009
Grant Thornton July 2002 - October 2004
Arthur Andersen January 2001 - April 2001
Education
Oklahoma State University 1996 — 2002
M.S. & B.S., International Business, Accounting
AICPA July 2005 - Present
Pearson Education 1999 - 2005
Arthur Andersen 1996 - 1999
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, IT Audit, Auditing, CPA, Internal Audit, SAP, Financial Reporting, SEC filings, GAAP, Financial Accounting, US GAAP, External Audit, Managerial Finance, Financial Analysis, SEC Filings
Education
Pace University 1993 — 1996
BBA/MBA, Public Accounting
Tri-State Industrial Group February 2014 - Present
Air Liquide January 2013 - February 2014
Progressive Resources, Inc. September 2011 - December 2012
Eide Bailly, LLP June 2001 - May 2011
Oklahoma Business Ethics Consortium 2007 - 2009
Medley Material Handling June 1994 - May 2001
Arthur Andersen June 1990 - October 1996
Skills
CPA, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Strategic Planning, Accounting, GAAP, Tax, Forecasting, Managerial Finance, US GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Accounting, SEC filings, Strategic Financial..., Revenue Recognition, Cost Accounting, General Ledger, Cash Management, Cash Flow, Corporate Tax, Financial Statements, Internal Audit, Variance Analysis, Business Valuation, Financial Planning
Education
Oklahoma State University 1986 — 1990
Heritage Hall School 1983 — 1986
Devon Energy June 2005 - Present
McKesson 2003 - 2005
American Airlines 2000 - 2003
Arthur Andersen 1998 - 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, GAAP, SEC filings, CPA, Financial Analysis, Sarbanes-Oxley, Accounting, Financial Reporting, Oil & Gas Industry, SOX, Audit, Certified Fraud Examiner
Education
Oklahoma State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Duncan Sowers & Company PLLC January 2006 - Present
Andersen October 1998 - May 2002
Arthur Andersen 1998 - 2002
Skills
Accounting, Finance, Management Consulting, Mergers & Acquisitions, Tax Accounting, Process Improvement, Income Tax, Financial Reporting, CPA, Financial Analysis, Due Diligence, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, Management, Business Strategy, Budgets, Corporate Tax, Auditing
Education
Oklahoma State University 1983 — 1987
Ernst & Young 2002 - Present
Arthur Andersen 1995 - 2002
Price Waterhouse LLP 1989 - 1995
Skills
CISA, Auditing, Vendor Management, Internal Controls, Sarbanes-Oxley Act, IT Audit, Internal Audit, Enterprise Risk..., External Audit, Assurance, US GAAP, Big 4, SEC filings, SAS70, CPA, Risk Management, Business Process...
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Public Accounting
BP 2010 - Present
PKF Texas March 2007 - June 2009
Protiviti, Jefferson Wells. Spherion 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young November 1995 - November 2000
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Business Process, Business Process..., Master Data Management, Materials Management, Internal Audit, Financial Analysis, Process Improvement, Management, Business Analysis, Project Management, Analysis, SAP
Education
Our Lady of the Lake University 2002 — 2004
MBA, Finance
University of Houston 1989 — 1993
BBA, MIS
Xerox Corporation February 2010 - Present
Xerox Credit Corporation January 2002 - January 2012
Xerox Corp April 2005 - January 2010
Xerox Corporation April 2003 - April 2005
Xerox Corporation November 2000 - April 2003
Xerox Corporation March 2000 - November 2000
Xerox Corporation January 1999 - March 2000
Xerox Corporation May 1997 - January 1999
Xerox Corporation January 1995 - May 1997
Arthur Andersen 1985 - 1995
Skills
Cash Management, Treasury Management, Internal Controls, Financial Analysis, Banking, Sarbanes-Oxley Act, Treasury, Internal Audit, Liquidity Management, Credit, Cash Flow Forecasting
Education
Pace University 1981 — 1985
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kao USA Inc. December 2011 - Present
Kao Corporation July 2010 - November 2011
Kao Brands September 2009 - June 2010
Kao Brands February 2008 - September 2009
Kao Brands March 2006 - February 2008
Kao Brands March 2005 - 2006
Harmonium Solutions June 2004 - March 2005
Arthur Andersen August 1996 - July 2002
Education
Ohio University 1992 — 1996
MIS/Marketing, Minor in English
Anderson High School
Emerging Brands February 2011 - Present
Eateries Inc. 2000 - 2007
Arthur Andersen 1996 - 2000
Education
Oklahoma Christian University 1992 — 1996
Cynosure, Inc. June 2008 - Present
Diomed Holdings Inc April 2004 - June 2008
PricewaterhouseCoopers 2002 - 2004
Cendant 1998 - 2001
Arthur Andersen 1993 - 1998
Skills
Auditing, Finance, Medical Devices, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Accounting, Financial Analysis, Revenue Recognition, Managerial Finance, Internal Controls, Mergers & Acquisitions, Capital Equipment, Strategic Planning, Start-ups, Cross-functional Team..., Market Development, Product Launch, Budgets, Strategy
Education
Pace University 1989 — 1993
BBA, Public Accounting
Pace University - Lubin School of Business 1989 — 1993
WellPoint January 2014 - Present
Anthem January 2010 - Present
Bank of America June 2002 - February 2009
Arthur Andersen July 1998 - June 2002
GE September 1993 - July 1998
Coca-Cola Bottling Company United August 1991 - July 1993
Skills
Business Strategy, Organizational Change, Collaborative Problem..., Process Optimization, Change Management, Metrics, Compliance Audits, Risk, Strategic Planning, Management Consulting, Program Management, Team Building, Process Engineering, Leadership Development, Coaching, Team Leadership, Business Transformation, Executive Management, Six Sigma, Risk Management, Training, Leadership, Nonprofits, Strategy, Business Intelligence, CRM, Analysis, Process Improvement, Enterprise Software, Analytics, Vendor Management, Finance, Continuous Improvement, Business Process..., Financial Risk, Quality Auditing, Cross-functional Team..., Financial Analysis, Auditing, Forecasting, Budgets, Accounting, Management, Governance, Project Portfolio..., Operational Excellence, Managerial Finance, Sarbanes-Oxley Act, Business Analysis, Business Process
Education
Pace University - Lubin School of Business 1990 — 1991
MS, Accounting
Dominican Convent
Leadership Atlanta
Ohio Indemnity Company June 2012 - Present
Ohio Indemnity Company February 2008 - June 2012
Real Living, Inc. September 2003 - February 2008
Quick Solutions October 2001 - September 2003
Arthur Andersen 1999 - 2001
Skills
Software Development, Microsoft SQL Server, .NET, Business Intelligence, Business Analysis, ASP.NET, Visio, C#, Database Design, Agile Methodologies, Visual Basic, Integration, Software Project..., SDLC, Enterprise Architecture, SOA, IT Strategy, Scrum
Education
Ohio University 1996 — 1999
Bachelor of Science (BS), Information Systems
University of Cincinnati 1995 — 1996
Information Systems
Findlay High School 1993 — 1995
WellPoint 2008 - Present
R2K Inc. 1997 - 2005
Prudential 1997 - 2000
Sigma Imaging Systems September 1991 - March 1997
Eastman Software (formerly Wang Software, Sigma Imaging Systems) 1997 - 1997
Eastman Software 1997 - 1997
Sigma Imaging 1991 - 1997
Arthur Andersen September 1986 - September 1991
Barnes & Noble May 1983 - August 1986
Education
Pace University - Lubin School of Business 1982 — 1986
Melchiorre Family January 2004 - Present
Arthur Andersen June 2000 - July 2002
CBS News July 1999 - June 2000
Skills
Editing, Event Planning, Social Media, Event Management, Copy Editing, Advertising, Customer Service, Public Speaking, Marketing
Education
Ohio University 1995 — 1999
Bachelor's of Communication, Journalism
Medina Senior High School 1991 — 1995
HS Diploma
DLC May 2008 - Present
Echo Global Logistics January 2007 - May 2008
Tribune Interactive April 2005 - December 2006
Tribune Interactive September 2003 - April 2005
Tribune Company September 2001 - September 2003
Arthur Andersen September 1999 - September 2001
Skills
Managerial Finance, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Reporting, Accounting, Financial Modeling, Budgets, Internal Controls
Education
Ohio University 1998 — 1999
Master of Science of Accountancy
Ohio University 1994 — 1998
Bachelor of Business Administration
Providence Health & Services October 2011 - Present
Providence Health & Services July 2007 - November 2011
Providence Health & Services June 2004 - June 2007
Harborview Medical Center July 2003 - June 2004
KPMG June 2002 - June 2003
Arthur Andersen December 1993 - May 2002
Skills
Healthcare Management, Healthcare Information..., Auditing, Internal Controls, Mergers, GAAP, Managerial Finance, Healthcare Consulting, Change Management, Strategic Planning, Team Building, Strategic Financial..., Organizational..., Business Planning, Contract Negotiation, Financial Accounting, Financial Analysis, Financial Reporting, Healthcare, Leadership, Mergers & Acquisitions, Process Improvement, Revenue Cycle, Strategy
Education
Pacific Lutheran University - School of Business 1991 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
West Valley College 1983 — 1988
Merrill Lynch April 2007 - Present
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Pace University - Lubin School of Business 1997 — 2001
Targa Resources March 2015 - Present
Atlas Pipeline Partners, L.P. October 2011 - February 2015
Atlas Pipeline Partners, L.P. November 2009 - October 2011
Atlas Pipeline Mid-Continent September 2006 - November 2009
Syntroleum Corporation April 2003 - September 2006
Grant Thornton LLP 2002 - 2003
Arthur Andersen 1999 - 2002
Williams 1998 - 1999
Skills
SOX, Financial Reporting, Accounting, Audit, Due Diligence
Education
Oklahoma State University 1995 — 1999
BS, Accounting
Miller Druck Specialty Contracting, Inc, September 2008 - Present
Petrillo Stone Corporation January 2006 - September 2008
Selznick & Company, LLP December 2002 - December 2005
KHNH, LLP August 2001 - July 2002
Arthur Andersen June 1999 - July 2001
Pace University 1997 - 1998
Skills
Financial Accounting, Financial Reporting, Business Strategy, Budgets, Consolidation, Accounting, Internal Controls, Capital Markets, Strategic Planning, Finance, Due Diligence, Negotiation, Tax, Strategic Financial...
Education
Pace University - Lubin School of Business 1997 — 2000
Master of Business Administration (MBA), Accounting & Taxation
Centerbridge Partners May 2014 - Present
Golub Capital September 2010 - November 2013
Mission Point Capital Partners February 2009 - September 2010
TUDOR INVESTMENT CORPORATION 2005 - 2009
KPMG December 2002 - March 2005
Arthur Andersen 2000 - 2002
Skills
Account Reconciliation, Accounting, Alternative Investments, Asset Managment, Auditing, Budgets, CPA, Capital Markets, Cash Flow Forecasting, Cash Management, Corporate Finance, Finance, Due Diligence, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, GAAP, Hedge Funds, Internal Controls, Investments, Private Equity, SEC filings, Strategic Financial..., Sarbanes-Oxley Act, US GAAP, Valuation
Education
Pace University - Lubin School of Business 2001 — 2002
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Accounting
Arthur J. Gallagher and Co. January 2013 - Present
Kirkland & Ellis LLP September 2011 - January 2013
Kirkland & Ellis LLP November 2005 - August 2011
Kirkland & Ellis LLP September 2003 - October 2005
Arthur Andersen 1997 - 2003
Skills
Business Analysis, Data Analysis, Database Design, Integration, Process Improvement, Process Simplification, Business Intelligence, IT Strategy, Disaster Recovery, IT Management, Leadership, Project Management, SDLC, Visio, Enterprise Architecture, SharePoint, SQL
Education
University of St. Francis 1995 — 1996
Bachelor of Arts (B.A.), Mathematics
Olivet Nazarene University 1988 — 1992
Mathematics, Geology
Interpool, Inc VPInterpool2000 - 2007
Interpool 2000 - 2007
Transamerica leasing 1982 - 2000
Arthur Andersen 1970 - 1982
Education
Pace University 1966 — 1970
Metaficient Technologies Inc November 2008 - Present
Fairway Financial January 1999 - March 2008
Wechsler & Co Inc 2000 - 2006
Paloma Partners 1994 - 1999
Paloma Partners 1994 - 1998
Greenwich Capital Markets August 1991 - February 1993
Merrill Lynch September 1988 - September 1989
Arthur Andersen 1985 - 1988
Skills
Project Management, Strategic Partnerships, New Business Development, Business Strategy, Product Development, Change Management, Operations Management, Business Analysis, Financial Analysis, Equities, Fixed Income, Portfolio Management, Risk Management, Process Improvement, Investment Banking, Hedge Funds, Investments, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Business Development, Due Diligence, Management Consulting, Strategic Planning, Financial Services, Mergers & Acquisitions
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1986
Bachelor of Science (B.S.), Public Accounting
Brightwater Senior Living November 2014 - Present
Sunshine Retirement Living June 2010 - October 2014
Hawthorn Retirement Group May 2005 - June 2010
ACME Business Consulting 2003 - 2005
Hitachi Consulting 2001 - 2003
Arthur Andersen 2000 - 2002
Holiday Retirement 1996 - 2000
Skills
Management Consulting, Leadership, Payroll, Sales, Project Planning, Project Management, Training, Business Process..., Management, Budgets, Financial Modeling, Strategic Planning, Team Building, Program Management, Sales Management, Accounting, Recruiting, Contract Negotiation, Mergers & Acquisitions, Financial Analysis, Accounts Receivable, Process Improvement, Business Development, Real Estate, Customer Service, Restructuring, Acquisition Integration, Financial Reporting, Operations Management, Accounts Payable, Negotiation, Due Diligence, Start-ups, Marketing Strategy, Change Management
Education
Oregon State University 1988 — 1993
Stage Stores May 2003 - Present
Arthur Andersen April 1997 - April 2002
Pepsi-Cola 1986 - 1997
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, Market Research, Knowledge Management, Microsoft Word, Oracle Applications, Procurement, Leadership, Change Management
Education
Oklahoma Christian University 1978 — 1982
Bachelor of Science, Business
Galena Park High School 1975 — 1978
HS Diploma, Business Administration and Management, General
Massachusetts Department of Revenue February 2015 - Present
First Data Corporation October 2013 - January 2015
Verio April 2001 - August 2013
Xcel Energy January 2006 - January 2007
Arthur Andersen January 1998 - April 2001
Skills
Tax, Sales Tax, PeopleSoft, Accounting, Sales & Use Tax, State Tax, Property Tax
Education
Oklahoma Baptist University 1980 — 1984
BBA, Accounting
Oregon Health & Science University April 2009 - Present
Oregon Health & Science University 1997 - Present
OHSU April 1997 - April 2009
Barhyte Specialty Foods 1995 - 2009
Barhyte Specialty Foods 1995 - 2008
Arthur Andersen 1994 - 1997
Education
Oregon State University
Catalina Marketing June 2013 - Present
Florida Printing & Marketing Group June 2001 - Present
PwC (Pricewaterhouse Coopers) 1999 - 2001
Arthur Andersen November 1997 - April 1999
GE Financial Assurance (Formerly Harcourt General; Now Genworth) August 1992 - November 1998
Skills
Business Process..., Process Improvement, Six Sigma, Business Process, Leadership, Project Management, Risk Management, Business Development, Mergers & Acquisitions, Strategic Planning, Operations Management, Financial Analysis, Budgets, Training, Marketing
Education
University of Tampa - John H. Sykes College of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business
BBA, Accounting
North Texas Angel Network January 2008 - Present
North Texas Regional Center for Innovation and Commercialization 2006 - 2007
Chuck McCoy software engagements 1984 - 2005
Arthur Andersen 1978 - 1982
Skills
Investments, Program Management, Angel Investing, Commercialization, Nonprofits, Mergers & Acquisitions, Start-ups, Business Strategy, Venture Capital, Strategy, Due Diligence, Entrepreneurship, Strategic Planning, Financial Modeling, Management Consulting
Education
Oklahoma State University 1976 — 1978
MS, Economics
Oklahoma City University 1969 — 1972
BA, Economics
Peace Corps September 2014 - Present
Peace Corps May 2012 - Present
Peace Corps January 2011 - May 2012
Peace Corps December 2009 - February 2011
Peace Corps May 2007 - December 2009
Peace Corps January 2005 - February 2007
McMaster-Carr January 2000 - September 2004
Arthur Andersen September 1998 - January 2000
Skills
International..., Budget Management, Employee Training, Financial Accounting
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts (BA), Philosophy, Accounting, and Humanities
University of Aberdeen 1997 — 1997
PCAOB May 2004 - Present
Ernst & Young May 2002 - April 2004
Andersen 1987 - 2002
Arthur Andersen 1987 - 2001
Education
Oklahoma State University 1983 — 1987
BS, Accounting
BS - Accounting - OKState
Wells Fargo November 2010 - Present
Wells Fargo June 2006 - November 2010
Robert Half International January 2006 - June 2006
Arthur Andersen 2001 - 2002
Skills
GAAP, Financial Risk, Financial Analysis, Accounting, Financial Reporting, QuickBooks, Derivatives, General Ledger, Accounts Payable, Investments, Cash Management, Financial Accounting, Account Reconciliation, Internal Controls, Finance, Cash Flow, Financial Modeling
Education
Pacific Union College 1993 — 1997
Bachelor of Science, Business Administration
Pacific Union College 1993 — 1997
Associate of Science, Photography
Central Hudson Gas & Electric Corporation October 2013 - Present
Self April 2014 - March 2015
Central Hudson Gas & Electric September 2006 - October 2013
Deloitte & Touche June 2003 - September 2006
Leon M. Reimer & Co., P.C. May 2002 - June 2003
Arthur Andersen September 2001 - April 2002
Skills
Internal Controls, IT Audit, Sarbanes-Oxley Act, Internal Audit, CISA, Risk Management, Data Analysis, Access, Change Management, Financial Reporting, Accounting, COBIT, Corporate Governance, Financial Audits, Process Improvement, Six Sigma, COSO, Financial Analysis, Auditing, Compliance SOX, Cyber-security, Security Awareness, Governance, Project Management
Education
Pace University 2013 — 2013
Certificate in Forensic Accounting
Northeastern University 2010 — 2012
Master of Science (M.S.), Information Assurance
MIS Training Institute 2010 — 2011
Certificate, Advanced IT Auditing
Marist College 2009 — 2010
Advanced Certificate, Executive Leadership
MIS Training Institute 2008 — 2009
Certificate, IT Auditing
SUNY Binghamton 1997 — 2001
Bachelor of Science (B.S.), Accounting
LevelOne Design July 1999 - Present
The Partnership August 2008 - February 2010
Arthur Andersen 1997 - 2000
K2 Interactive May 1998 - September 1998
NBC Interactive 1998 - 1998
The Joey Reiman Agency August 1994 - 1996
Education
Parsons School of Design 1998 — 1999
MFA, Digital Design
University of Colorado Denver 1990 — 1994
BFA, Design
Hardin Construction August 2012 - Present
Hardin Construction August 2005 - July 2012
Arthur Andersen 1999 - 2002
Education
Ohio University 1961 — 1966
BBA, Accounting
Caltech 2002 - Present
Arthur Andersen 1987 - 2002
Education
University of Arkansas 1986 — 1987
MA, Accounting
Occidental College 1978 — 1982
BA, Psychology
DuPont Pioneer June 2013 - Present
Unleash Potential February 2010 - Present
DuPont Pioneer February 2013 - May 2013
Cummins, Inc September 2010 - August 2012
Alcoa, Inc. February 2004 - September 2009
Arthur Andersen 2000 - 2002
Promark/OI 1998 - 2000
The Derson Group 1994 - 2000
Pepperdine University 1996 - 1998
Management Recruiters of Columbus January 1993 - February 1994
Skills
Organizational..., Leadership Development, Talent Management, Organizational..., Executive Coaching, Change Management, Succession Planning, Organizational Design, Employee Engagement, Culture Change, Performance Management, Coaching, Workforce Planning, Onboarding, Performance Improvement, Process Improvement, Team Building, Management Consulting, Workshop Facilitation, Lean Manufacturing, Plannning, Training, Marketing, Leadership, Payroll, Strategy, Performance Measurement, Sales, Human Resources, Management, Strategic Planning, Program Management, Consulting, Start-ups, Project Planning, Interviews, Staff Development, Business Process..., Conflict Resolution
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Master Science in Organization Development, Organization Development
Ohio University 1974 — 1982
Bachelor Business Adminstration, Management
Gestalt OSD
International Gestalt Coaching
SHRM SPHR Certification - Franklin Univ.
Women Unlimited
Women's Unlimited
Visa April 2013 - Present
Visa April 2013 - Present
PayPal January 2012 - March 2013
Google Inc August 2010 - December 2011
Google June 2009 - August 2009
United Airlines March 2009 - April 2009
BDO Seidman, LLP November 2006 - June 2008
Bristol-Myers Squibb May 2005 - November 2006
PricewaterhouseCoopers November 2003 - May 2005
Arthur Andersen March 1999 - August 2001
Skills
Compliance, Internal Controls, Audit, Process Improvement, SOX, Business Process, Internal Audit, Auditing, Business Process..., Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master of Business Administration (MBA), Corporate Strategy and Finance
Pace University 2001 — 2003
MS, Information Systems
Diamond Castle Holdings September 2005 - Present
Credit Suisse May 2002 - August 2005
Arthur Andersen August 2000 - May 2002
US Army July 1993 - August 1997
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Pace University - Lubin School of Business 1997 — 2000
BBA, Accounting
Starbucks Coffee Company November 2006 - April 2007
Starbucks Coffee Company March 2005 - November 2006
MulvannyG2 Architecture February 2003 - March 2005
Arthur Andersen 2000 - 2002
Skills
Applicant Tracking..., Onboarding
Education
Oakland University
BS, Human Resources - Training & Development
Andersen Business Consulting 1998 - 2002
Arthur Andersen 1992 - 1998
Education
Ohio University 1988 — 1992
BBA, Accounting
Geller & Company February 2010 - Present
UBS April 2009 - February 2010
The Sterling Inn 2004 - 2009
MetLife August 2004 - December 2008
SIAC 2000 - 2004
NYSE 2000 - 2004
Arthur Andersen 1996 - 2000
Skills
Management, Forecasting, Business Strategy, Strategic Planning, Budgets, Finance, Managerial Finance, Vendor Management, Project Planning, Process Improvement, Internal Controls, Executive Management, Business Development, Auditing, Analysis, Accounting
Education
Pace University - Lubin School of Business
Doctorate Candidate, Strategic Planning/ Mgt Science
JPMorgan ChaseIM April 2011 - Present
JPMorgan Chase June 1997 - Present
JPMorgan Chase 1997 - Present
JPMorgan Chase September 2009 - April 2011
JPMorgan Chase January 2006 - September 2009
Asset Management - Private Bank June 1997 - January 2006
Chase Manhattan Bank January 1994 - January 1997
Arthur Andersen January 1989 - January 1994
Citicorp January 1985 - January 1989
Loews Corporation January 1980 - January 1985
Skills
Concur, Expense Management, Calendaring, Travel Arrangements, Notary Public, Expense Reports, Executive Support, Lotus Notes, Administrative..., Credit, Spreadsheets, Confidentiality, Calendars, Outlook, Banking, Expenses, Office Management, 10 Key, Visio, PeopleSoft
Education
Pace University
Enable Midstream Partners February 2014 - Present
OGE Energy 2001 - 2013
OGE Energy 2001 - 2013
OGE Energy 2001 - 2013
Arthur Andersen 1981 - 1993
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, SEC filings, Financial Reporting, Financial Accounting, Accounting, Financial Audits, Financial Analysis, Forecasting, Sarbanes-Oxley, Analysis, Due Diligence, US GAAP, IT Audit, CPA, Risk Management, Leadership, Governance, GAAP, Financial Modeling, Cost Accounting
Education
Oklahoma State University
MS, Accounting
SSC Accounting & Tax May 2005 - Present
MENTIS Software Solutions March 2010 - Present
Insight Communications July 2002 - May 2005
Arthur Andersen 2000 - 2002
Skills
Financial Reporting, Variance Analysis, Accounting, Accruals, Internal Controls, GAAP, Fixed Assets, Financial Analysis, Financial Statements, Account Reconciliation, Budgets, Forecasting, Financial Accounting, CPA, General Ledger, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business 1996 — 2000
Accounting
Alaska Airlines, Inc March 1992 - Present
Arthur Andersen September 1987 - February 1992
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Tax, Process Improvement, Change Management, Auditing, US GAAP, Internal Controls, CPA, Tax Research, General Ledger, Financial Reporting, Income Tax, GAAP, SEC Filings, Financial Analysis
Education
Pacific Lutheran University 1985 — 1987
BBA, Accounting
Federal-Mogul 2014 - Present
Federal-Mogul 2006 - 2014
Federal-Mogul 2004 - 2006
Federal-Mogul 2002 - 2004
Arthur Andersen 1999 - 2001
Turning Point Services, Inc. 1992 - 1999
Covansys 1993 - 1997
Skills
Internal Controls, IT Audit, Internal Audit, COBIT, SAP, Hyperion, SOX, Accounting, Auditing, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley, Hyperion Enterprise, Business Process...
Education
Walsh College of Accountancy and Business Administration 1995 — 1999
BS, Accounting, Computer Information Systems
Oakland Community College 1992 — 1995
Associates, Business Administration
Ernst & Young May 2002 - Present
Arthur Andersen July 1980 - May 2002
Skills
US GAAP, Internal Controls, Auditing, SEC filings, Financial Reporting, Accounting, External Audit, GAAP, Sarbanes-Oxley Act, IFRS, Big 4, CPA, Assurance, International Tax
Education
Pace University - Lubin School of Business 1979 — 1980
MBA
Pace University-Pleasantville/Briarcliff Campus 1976 — 1980
BBA
Electro Scientific Industries, Inc. July 2007 - Present
Datalogic (Formerly PSC) 2001 - 2007
WafterTech 1997 - 2001
Arthur Andersen 1993 - 1997
Education
Oregon State University 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services, A
Tenstreet May 2006 - Present
USIS June 2000 - May 2006
Williams June 1998 - June 2000
Arthur Andersen 1995 - 1998
Skills
Business Architecture, Business Development, Operations Management, Product Management, Forecasting, Vendor Management, New Business Development, Sales Management, Marketing Strategy, Program Management, Business Analysis, Business Strategy, Sales, Process Improvement, Strategy, Organizational Design, Account Management, SaaS, Pricing, Product Development, Cross-functional Team..., Competitive Analysis, Start-ups, P&L Management, Team Leadership, Leadership, Enterprise Software, Management, E-commerce, Risk Management, Strategic Planning, Consulting, Team Building, Sales Process, Cloud Computing, Business Planning, Analysis, Supply Chain, Contract Negotiation, Entrepreneurship
Education
Oklahoma State University
BS, Accounting and Finance
The Williams Companies April 2011 - Present
CITGO Petroleum July 1991 - December 2010
Arthur Andersen July 1985 - June 1991
Skills
Mergers & Acquisitions, Tax, Due Diligence, Financial Reporting, SAP, Accounting, CPA
Education
Oklahoma State University 1980 — 1985
Masters, Accounting
US Trust, Bank of America Private Wealth Management May 2002 - Present
Arthur Andersen 2000 - 2002
Fidelity Investments 1995 - 2000
Skills
Management, Wealth Management..., High Net Worth..., Asset Allocation, Wealth Management, Asset Management, Series 7, Strategic Planning, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Leadership, Strategic Financial...
Education
Oklahoma State University 1987 — 1991
Bachelor of Science in Business Administration, Finance
Edison High School 1984 — 1987
Edison High School
PJRC.COM, LLC August 2012 - Present
UTi Worldwide Inc. May 2011 - August 2012
Iberdrola Renewable Energy Services January 2005 - May 2011
Oregon Steel Mills November 2003 - December 2004
KPMG Peat Marwick May 2002 - November 2003
Arthur Andersen January 2000 - May 2002
C-Tech Industries October 1997 - December 1999
Skills
ERP, Accounting, Business Analysis, Accounts Payable, Process Improvement, Internal Controls, SOX, General Ledger, Oracle E-Business Suite, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Financial Reporting, Cost Accounting, Forecasting, Management
Education
Portland State University 1996 — 1999
Postbaccalaureate Certificate, Accounting
Oregon State University 1988 — 1992
BS, Business Administration, Finance
Sequoia Hospital September 2004 - July 2014
Arthur Andersen January 1991 - December 2001
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Accounting, Financial Modeling, Forecasting, Budgets, Mergers & Acquisitions, Finance, Strategic Planning, Process Improvement, Internal Controls
Education
Pacific Lutheran University - School of Business 1986 — 1990
Bachelor of Arts (B.A.), Accounting/Minor in Spanish
Atrium Staffing April 2015 - Present
American Eagle Outfitters September 2013 - April 2015
Crown Castle March 2013 - August 2013
Carmeuse North America January 2013 - February 2013
Vector Security November 2010 - December 2012
Wesley Spectrum Services January 2010 - November 2010
Carpenter Powder Products November 2006 - March 2009
Donna Karan89 March 1999 - August 2003
Arthur Andersen June 1996 - June 1998
PwC February 1992 - June 1996
Skills
Accounts Payable, Accounts Receivable, Auditing, Invoicing, Bank Reconciliation, Sales Tax, Tax Returns, Preparation, Expenses, Sales, Property Tax, International Tax, Tax Preparation, Account Reconciliation, Microsoft Excel, Outlook, Great Plains Software, Microsoft Word, Tax Accounting
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), English
Upper St. Clair H.S.
Publicis Healthcare Communications Group October 2011 - Present
NBCUniversal, Inc. / GE October 2008 - October 2011
NBCUniversal, Inc. / GE April 2006 - September 2008
NBCUniversal, Inc./ GE May 2002 - April 2006
Arthur Andersen 1996 - 2002
Skills
Talent Management, Human Resources, Strategy, Organizational..., Employee Engagement, Performance Management, Succession Planning, Personnel Management, Employee Relations, Recruiting, Deferred Compensation, Organizational..., Organizational Design, Onboarding, Talent Acquisition, Workforce Planning
Education
Teachers College of Columbia University
MA, Organizational Behavior
Pace University-New York
BA, Psychology
MSCI Inc. April 2014 - Present
MSCI September 2012 - Present
MSCI Inc. June 2010 - August 2012
MSCI 2005 - 2010
JP Morgan 1993 - 1999
Arthur Andersen 1989 - 1993
Skills
Portfolio Management, Equities, Financial Risk, Asset Management, Credit Risk, Banking, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Risk Management, Asset Managment, Auditing, Quantitative Finance, Market Risk, Quantitative Analytics, Management Consulting
Education
Pace University 1986 — 1989
EY June 2003 - Present
Arthur Andersen May 1984 - August 2002
Skills
Lotus Notes, Microsoft Excel, Human Resources
Education
Oklahoma Christian University 1980 — 1984
BS, Executive Secretarial Administration
Golub Capital January 2011 - Present
Golub Capital April 2007 - December 2010
Ernst & Young January 2005 - April 2007
Ernst & Young January 2003 - January 2005
Arthur Andersen June 2001 - August 2001
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance
Education
Pace University 2000 — 2002
MBA, Finance
Pace University 1997 — 2002
MBA / BBA, Accounting
Ogilvy CommonHealth Worldwide September 2000 - Present
Arthur Andersen 1998 - 2000
Bencivenga & Co 1994 - 1998
Skills
Internal Controls, Financial Accounting, Tax, Financial Analysis, Accounting, Financial Reporting, Forecasting, US GAAP, Sarbanes-Oxley Act, Budgets, SEC filings, Managerial Finance, Strategic Planning, Finance, Auditing, GAAP, Revenue Recognition, Sarbanes-Oxley, General Ledger, Financial Modeling, Accounts Payable, Mergers & Acquisitions, Hyperion Enterprise, Strategy, Management, Consolidation, CPA, Due Diligence
Education
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
BBA, Public Accounting
Citation Oil & Gas Corp. May 2015 - Present
Citation Oil & Gas Corp. May 2013 - May 2015
Lone Star College 2002 - 2013
Lone Star College 2002 - 2013
FMC Technologies February 2009 - September 2011
UHY Advisors 2007 - 2009
TPI 2002 - 2005
Arthur Andersen January 1995 - September 1996
Skills
Tax
Education
Our Lady of the Lake University 2000 — 2002
MBA, International Business
University of Houston-Clear Lake 1992 — 1995
BS, Accounting
UniversalPegasus International August 2010 - November 2011
Grant Thornton LLP June 2006 - May 2009
Ernst & Young April 2002 - August 2004
Arthur Andersen 1999 - 2002
Education
Oklahoma State University 1997 — 1999
Bachelor of Science in Business Administration, Specialization in Accounting
DUSD September 2001 - Present
Arthur Andersen 1996 - 1998
University of Rochester Medical Center 1993 - 1996
Skills
Teaching, Curriculum Development, Classroom, Educational Technology, Editing, Program Development, Creative Writing
Education
Pacific Oaks College 1998 — 2000
Teaching Credential, Human Development
UC Santa Cruz 1987 — 1992
Bachelor of Arts (BA), American Studies
Self employed 2002 - Present
EY 2000 - 2002
Arthur Andersen 1996 - April 1999
Education
Oakland University 1993 — 1995
Bachelor of Science (BS), Accounting
University of West Florida 1990 — 1993