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
Ernst & Young July 2008 - Present
FASB August 2006 - June 2008
Ernst & Young September 2002 - June 2008
Arthur Andersen August 1999 - June 2002
Arthur Andersen August 1993 - June 1999
Skills
Revenue Recognition, SEC Financial Reporting, IFRS, US GAAP, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Internal Controls, SEC filings, Valuation, Corporate Governance, Auditing, Business Valuation, Big 4, External Audit
Education
Stanford University 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
BHS!!
BHS!!
AlixPartners January 2005 - Present
Ernst & Young June 2002 - December 2004
Arthur Andersen September 1992 - June 2002
Skills
Forensic Accounting, FCPA, Financial Accounting, Internal Investigations, Corporate Fraud, Anti Money Laundering, Restatements, Financial Analysis, Finance, Fraud, Due Diligence, Accounting, Management, Financial Modeling, Certified Fraud Examiner, Analysis, Mergers & Acquisitions, Forensic Analysis
Education
State University of New York at Buffalo - School of Management 1987 — 1992
Master of Business Administration (M.B.A.), Accounting, International Management
State University of New York at Buffalo - School of Management 1987 — 1992
Bachelor of Science (B.S.), Management
TBWA December 1999 - Present
Arthur Andersen September 1990 - November 1999
Skills
Accounting, Advertising, Brand Development, Analytics, Brand Management, Budgets, Business Strategy, Creative Direction, Creative Strategy, Customer Insight, Digital Marketing, Digital Media, Digital Strategy, Finance, Financial Analysis, Financial Reporting, Forecasting, Integrated Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Sarbanes-Oxley Act, Strategic Planning, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science, Accounting & Finance
Kim Garland September 2014 - Present
Self-employed September 2012 - Present
USAA October 1999 - August 2006
University of the Incarnate Word® October 2000 - December 2005
Kim Garland, CPA January 1996 - October 1999
Snyder Oil July 1994 - January 1996
Arthur Andersen July 1992 - July 1994
Skills
CPA, Psychotherapy, Life Coaching, Coaching, Event Planning, Fundraising, Management, Organizational..., Program Development, Public Speaking, Strategic Planning, Team Building
Education
St. Mary's University
Doctor of Philosophy (PhD), Counselor Education/School Counseling and Guidance Services
University of Denver
Bachelor's degree, Accounting
Square July 2012 - Present
Salesforce.com April 2011 - July 2012
Goldman Sachs 2000 - April 2011
McKinsey & Company 1996 - 1998
Arthur Andersen 1991 - 1992
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
University of Oxford 1992 — 1996
MEng
Solar Turbines October 2010 - Present
Solar Turbines Inc. June 2007 - October 2010
Caterpillar Inc. March 2006 - June 2007
SunGard SCT 2004 - 2006
AT&T 1997 - 2004
Arthur Andersen 1994 - 1997
Skills
GAAP, Strategic Planning, ERP, Financial Planning, SOX, Financial Reporting, Audit, Consolidation, SEC reporting, Financial Analysis, Accounting, Budgeting, Forecasting, Internal Controls, Six Sigma, Sarbanes-Oxley Act, Auditing, Budgets, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2001
MBA, Finance
Villanova University 1990 — 1994
BSA, Accountancy
LCG Advisors October 2013 - Present
Christina Johnson March 2013 - October 2013
Green Bank May 2010 - March 2013
FDIC (Contract Consultant) July 2009 - May 2010
Navigant February 2007 - July 2008
Enron May 2000 - May 2006
Arthur Andersen October 1999 - March 2000
Frost Bank October 1997 - October 1999
Simmons & Company International October 1994 - October 1997
Skills
Certified Fraud Examiner, Due Diligence, Internal Controls, Financial Risk, Accounting, Forensic Accounting, Auditing, Litigation Support, FCPA, SOX Compliance, Bankruptcy, Risk Assessment, Fact Witness Testimony, Investigation, Internal Auditing, Analysis, Finance, Financial Reporting, Risk Management, Business Process..., Private Investigations, Financial Analysis, Enterprise Risk...
Education
Stephen F. Austin State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Economics
ACFE
Fulbright & Jaworski August 2004 - May 2008
Transwestern February 2003 - August 2004
BearingPoint July 2002 - February 2003
Arthur Andersen August 1999 - July 2002
Coflexip Stena Offshore August 1997 - August 1999
BPM Microsystems August 1994 - August 1997
Skills
Marketing Strategy, Internal Communications, Competitive Intelligence, Customer Relations, Social Media, Marketing Communications, CRM software, Advertising, Webcasting, Business Development, Project Management, CRM, Customer Service, Strategic Planning, Market Research, Event Planning, Business Strategy, Campaigns, Marketing Management, Competitive Analysis, Strategy, Public Relations, Management, Online Advertising, Social Media Marketing, B2B, Sales, Fundraising, Leadership, Business Planning, Analysis, Marketing, Budgets, Market Planning, Proposal Writing, Negotiation, Digital Media
Education
University of St. Thomas (TX) 1997 — 1999
MBA
Stephen F. Austin State University 1990 — 1994
BBA
INTEGRATED Healthcare Strategies January 2009 - Present
Blue Cross and Blue Shield of Minnesota 1995 - December 2008
Arthur Andersen 1992 - 1995
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Stanford University 1984 — 1988
A.B., Economics
It Cosmetics September 2014 - Present
It Cosmetics February 2013 - September 2014
Beacon Converters 2004 - February 2013
At&T Capital/Newcourt/CIT Group (through business combinations) June 1994 - 2001
Arthur Andersen 1986 - 1994
Skills
SEC filings, Accounting, Auditing, Financial Reporting, Internal Controls, CPA, US GAAP, Consolidation, Revenue Recognition, Financial Analysis, Financial Accounting, Cost Accounting, General Ledger, Cash Flow, External Audit, GAAP, Tax, Fixed Assets, Financial Audits, Tax Accounting, Tax Preparation, Sales Tax, Microsoft Word, Sales, Accruals, Account Reconciliation, Journal Entries, Tax Returns, Human Resources, Project Management, Corporate Finance, Finance, Hyperion Enterprise, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Stonehill College 1982 — 1986
BS CPA, Accounting
Bayley Ellard H.S.
CBRE August 2013 - December 2014
Deloitte 2009 - 2013
First Industrial Realty Trust 2007 - 2008
General Growth Properties 2003 - 2007
Arthur Andersen 1998 - 2002
Skills
Leadership Development, Talent Management, Change Management, Organizational..., Performance Improvement, Needs Analysis, Instructional Design
Education
University of St. Thomas - Opus School of Business
MBA, Management
Western Michigan University
MA, Organizational Behavior
St. Olaf College
BA, Psychology
Digimarc Corporation November 2013 - Present
Digimarc Corporation May 2012 - October 2013
KPMG April 2002 - May 2012
Arthur Andersen September 2001 - April 2002
University of Portland October 1997 - August 2001
Skills
Auditing, Sarbanes-Oxley Act, Recruiting, Financial Reporting, SEC filings, Business Development, Management, Analysis, Payroll, Revenue Recognition, Finance, Financial Analysis, Internal Controls, US GAAP, Accounting, Financial Accounting, SEC Filings
Education
Stanford University 2013 — 2013
Certificate, Executive Program for Growing Companies
University of Portland 2000 — 2001
M.B.A., Finance
University of Portland 1996 — 2000
B.A., Accounting
The Taylor Group October 2010 - Present
E.F. Walter Inc. June 2003 - October 2010
Warburg Pincus January 2001 - February 2003
Arthur Andersen January 1995 - December 2000
Skills
Business Process, Event Management, Integrated Marketing, Executive Support, Interviews, Leadership, Management, Market Research, Marketing, Microsoft Excel, Microsoft Office, Sourcing, Time Management, Training, Travel Arrangements
Education
St. Xavier's College
BA, Ancient Indian Culture
PwC US 2002 - Present
Arthur Andersen June 1981 - May 2002
Skills
Tax, Complex Tax Issues, Deregulation, Power Utilities, Diversified Tax Planning, State and Local Tax...
Education
Suffolk University
Luchini & Company P.C. 1990 - Present
Co Go's 1983 - 1988
Arthur Andersen 1980 - 1982
Skills
Accounting, CPA, Auditing, Tax, Tax Preparation, Income Tax, Small Business, Tax Returns, Corporate Tax, Partnership Taxation, Preparation, Tax Accounting, GAAP, Tax Research
Education
St. Francis University 1976 — 1980
Bachelor of Science (BS), Accounting
Kimberly-Clark July 2015 - Present
Dell May 2014 - July 2015
Dell December 2012 - May 2014
Dell January 2011 - January 2013
Computer Sciences Corporation July 2006 - February 2011
EDS February 1998 - September 2002
Electronic Data Systems March 1996 - February 1998
Arthur Andersen May 1995 - January 1996
Skills
Strategy, Business Development, Marketing Management, Strategic Communications, Marketing, Program Management, Sales Operations, Marketing Communications, Corporate Communications, Marketing Strategy, Project Planning, Professional Services, Solution Selling, Outsourcing, Strategic Planning, Internal Communications, Proposal Writing, Management, SaaS, Business Analysis, Project Management, Demand Generation, New Business Development, Messaging, Integrated Marketing, Process Improvement, Corporate Events, Proposal Management, Business Communications, Organizational..., Graphic Design, Leadership, Marketing Operations
Education
Stephen F. Austin State University 1989 — 1993
Bachelor of Arts (BA), Communications
General Dynamics January 2015 - Present
ADIA July 2011 - December 2014
Towers Watson January 2007 - July 2011
Ernst & Young May 2002 - November 2004
Arthur Andersen 1992 - 2002
New York Life Insurance Company 1989 - 1992
Buck Consultants 1984 - 1986
Skills
Hedge Funds, Executive Compensation, Mergers, Asset Management, Performance Management, Investments, Corporate Governance, Risk Management, Compliance, Asset Managment, Organizational Design, Executive Pay, Personnel Management, Management Consulting, Restructuring, Mergers & Acquisitions, Deferred Compensation
Education
Saint John's University School of Law 1982 — 1985
juris doctor, law
State University of New York at Albany 1978 — 1982
BA, History/Political Science
OpenConnect Systems July 2000 - Present
TechAmerica, powered by CompTIA January 2007 - December 2013
Blue Wave Systems January 1996 - July 2000
Teknowlogy January 1995 - January 1996
Interphase Corporation February 1988 - January 1995
Arthur Andersen July 1982 - February 1988
Skills
Start-ups, Private Equity, Financial Projection, Financial Accounting, Securities Regulation, US GAAP reporting, Fundraising, Financial Manager, Customer Account Manager, Software Licensing, Complex Contracts, Strategic Planning, Mergers & Acquisitions, Executive Management, Negotiation, Financial Modeling, Corporate Finance, SaaS, Strategy, Venture Capital, Contract Negotiation, Financial Services, Financial Analysis, Sales, Due Diligence, Management, Restructuring, SEC filings, Strategic Partnerships, Cloud Computing, Sales Management, IPO, Analysis, Enterprise Software, Business Strategy, Solution Selling, Business Planning
Education
Stephen F. Austin State University
Bachelor's Degree, Accounting
Texas A&M University
Graduate Certificate (in process)
Premium Mortgage May 2012 - Present
Insero & Co., CPAs, P.C. October 2009 - May 2012
PricewaterhouseCoopers June 2002 - October 2009
Carestream Health 2007 - 2009
Arthur Andersen 1999 - 2002
The Bonadio Group 1997 - 1999
Skills
Internal Controls, Business Acquisition, Technical Accounting, Accounting, Auditing, US GAAP, IFRS, Cash Management, Executive Management, Process Improvement, Big 4, Corporate Tax, Management, Cash Flow Forecasting, Analysis, Account Reconciliation, Revenue Recognition, Financial Statements, Financial Analysis, Mergers & Acquisitions, Financial Reporting
Education
State University of New York College at Geneseo 1992 — 1996
BS, Accounting
UBS Financial Services Inc. June 2011 - Present
Morgan Stanley Smith Barney June 2002 - June 2011
Bernstein Global Wealth Management May 2000 - December 2001
T. M. Campbell Co. 1992 - 2000
Arthur Andersen 1990 - 1992
Korn/Ferry International 1986 - 1990
Arthur Andersen 1982 - 1986
Education
Stanford University 1978 — 1982
BA, Economics
PricewaterhouseCoopers - PwC February 2014 - Present
Navigant Consulting May 2007 - February 2014
PricewaterhouseCoopers September 2002 - May 2007
Arthur Andersen May 2000 - September 2001
Skills
Litigation Support, FCPA, Commercial Litigation, Private Investigations, Internal Investigations, Expert Witness, Litigation, Legal Assistance, Fraud, Competition Law, Due Diligence, Computer Forensics, Government, Forensic Analysis, Corporate Governance, Legal Writing, Business Development, Corporate Law
Education
University of Minnesota Law School 1990 — 1994
JD, Law
St. Olaf College 1986 — 1990
BA, English and Political Science
Middle Country Endocrinology March 2010 - Present
arthur andersen 1998 - 2002
Education
State University of New York Empire State College 2009 — 2011
Colony Capital June 2009 - Present
Hotel Financial Strategies January 2003 - June 2009
Campbell Consulting, Inc. January 2003 - June 2009
Northrop Grumman Space Technology January 2001 - January 2003
Encore Venture Partners September 1999 - January 2001
Salomon Smith Barney June 1999 - September 1999
Arthur Andersen June 1995 - July 1998
Skills
Loan Restructuring, Commercial Real Estate, Asset Management, Real Estate Acquisitions, Loan Workouts, Commercial Real Estate..., Asset Managment, Real Estate, Real Estate Private..., Loans, Financial Structuring, Mergers & Acquisitions, Due Diligence, Portfolio Management, Venture Capital, Acquisitions, Investment Banking, Investments, Management, Valuation, Equities, Real Estate Economics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Finance, General
Stanford University 1994 — 1995
Master of Arts (MA), International Economics
Stanford University 1991 — 1995
BA, Economics
CDPHP January 2013 - Present
GE November 2005 - January 2013
WellPoint April 2003 - November 2005
PwC March 2001 - April 2003
Arthur Andersen September 1999 - February 2001
Skills
Auditing, Internal Controls, Accounting, Account Reconciliation, General Ledger, GAAP, Accounts Payable, Finance, Financial Statements, Analysis, Journal Entries, External Audit
Education
SUNY Albany 1998 — 1999
Master's degree, Accounting Information Systems
SUNY Plattsburgh 1992 — 1996
Bachelor's degree, Accounting
EnablePath November 2011 - Present
JMS Solutions January 2009 - February 2013
Agility Recovery Solutions August 2009 - May 2011
Jones Lang LaSalle July 2008 - April 2009
The Staubach Company March 2005 - July 2008
Wachovia, A Wells Fargo Company April 2004 - March 2005
Wachovia, A Wells Fargo Company July 2002 - April 2004
Arthur Andersen July 2001 - July 2002
Bank of America 1999 - 2001
Wegmans Federal Credit Union March 1997 - November 1999
Skills
Forecasting, Financial Analysis, Financial Reporting, Finance, Strategic Planning, Budgets, Salesforce.com, Cost Accounting, Strategy, Accounting, Due Diligence, Variance Analysis, Analysis, Business Strategy, PeopleSoft, Financial Modeling, Process Improvement, Auditing, Hyperion Enterprise, Essbase, QuickBooks, Microsoft Office, Monarch Pro, Managerial Finance, General Ledger, Real Estate, Entrepreneurship, Leadership, Change Management, Management, Mergers & Acquisitions
Education
State University of New York College at Buffalo 1989 — 1993
BS, Finance
Active North Carolina Real Estate License
Protiviti May 2002 - Present
Boys Hope Girls Hope NY 2000 - 2015
Boys Hope Girls Hope NY 2000 - 2015
Arthur Andersen 1980 - 2002
Skills
IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Due Diligence, Mergers & Acquisitions, Change Management, Internal Audit, Enterprise Risk..., Governance, Financial Analysis, Risk Management, Business Process..., Auditing, GAAP, Finance
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Accounting
The Beanstalk Group June 2009 - Present
Unit 7 November 2005 - June 2009
Burson-Marsteller 2002 - 2005
Arthur Andersen 1997 - 2002
Skills
Financial Reporting, Financial Analysis, Budgets, Financial Accounting, Accounting, Strategic Financial..., General Ledger, Accounts Payable, Forecasting, Auditing, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, Marketing, Mergers, Internal Controls, Finance, Mergers & Acquisitions, Account Reconciliation, Business Strategy, GAAP, QuickBooks, Strategic Planning, Financial Audits, Variance Analysis, Hyperion Enterprise, Accounts Receivable, SEC filings, Revenue Recognition, Financial Planning, US GAAP
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
Bachelor of Science, Accounting
Andersen Tax 2002 - Present
Arthur Andersen 1979 - 2002
Skills
Tax, Accounting, Corporate Tax, Finance, Income Tax, Tax Accounting, Due Diligence, Estate Planning, Start-ups, Strategic Financial..., Tax Preparation, Financial Reporting, High Net Worth..., Tax Advisory, Tax Law, Tax Returns, Financial Analysis, Financial Accounting, Private Equity, QuickBooks, Asset Management, International Tax, Mergers, CPA, Tax Research, Business Valuation, Mergers & Acquisitions, SEC filings, Partnership Taxation, Financial Modeling, Corporate Finance, GAAP, Business Strategy, US GAAP, Auditing, Financial Statements, Forensic Accounting, Valuation, Financial Planners, Restructuring, Estate Tax Planning, Sarbanes-Oxley Act, Trusts, Financial Planning
Education
UC Hastings College of the Law
University of Kent
Stanford University
AB, Soviet Foreign Policy
Children's Health Alliance and Children's Health Foundation 2011 - Present
Life Flight Network 2009 - 2011
AKT LLP 2005 - 2009
KPMG 2002 - 2005
Arthur Andersen 1994 - 2002
Skills
Healthcare, Healthcare Management, Healthcare Consulting, Physicians, Health Insurance, Nonprofits, Strategic Financial..., Financial Analysis, Finance, Strategic Planning, Budgets, Management, Management Consulting, Risk Management, Financial Reporting, Internal Controls, Accounting, Auditing
Education
Stanford University 1990 — 1994
B.A., Economics, Public Policy
Hay Group February 2011 - Present
Equity Administration Solutions Inc February 2012 - February 2013
Presidio Pay Advisors, Inc. May 2003 - February 2011
PricewaterhouseCoopers, LLP 2000 - 2003
MyFamily.com June 2000 - December 2000
Arthur Andersen March 1999 - June 2000
Watson Wyatt June 1997 - March 1999
Education
Stanford University 1993 — 1997
Bachelor of Arts, Economics
BKD CPAs & Advisors June 2014 - Present
Cedars of Monroeville May 2012 - May 2014
ParenteBeard LLC November 2007 - April 2012
Carbis Walker LLP November 2002 - October 2007
Arthur Andersen May 2001 - May 2002
Skills
Audit, Healthcare, Tax, Accounting, Auditing, CPA, Corporate Tax, Tax Preparation, GAAP, Hospitals, Internal Controls, SEC filings, Financial Reporting, US GAAP, Budgets, Financial Analysis, Sarbanes-Oxley, Financial Accounting, General Ledger, Assurance, Sarbanes-Oxley Act, Finance, Partnership Taxation, Financial Statements, Income Tax, Tax Research, Revenue Recognition, Tax Accounting, Consolidation
Education
St. Francis University 1998 — 2002
Bachelor's of Science, Accounting
St. Francis University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Bishop Guilfoyle 1993 — 1998
High School Diploma
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
SJI Consulting July 2008 - Present
Performance Fibers November 2009 - April 2011
Carlisle Companies Inc. March 2006 - July 2008
Springs Industries November 1992 - March 2006
(STC) Standard Telephones and Cables January 1989 - October 1992
Computer Consoles Inc. February 1984 - December 1988
Arthur Andersen June 1978 - February 1984
Skills
Financial Analysis, Forecasting, Finance, Financial Reporting, Treasury Management, Mergers, Internal Controls, Risk Management, Strategic Planning, Process Improvement, Strategic Financial..., Cash Flow, Acquisition Integration, Tax, Mergers & Acquisitions, Treasury, Cost Accounting, Auditing, Accounting, Cash Flow Forecasting, US GAAP, Valuation, Strategy, Due Diligence, Analysis, Working Capital..., CPA, Financial Risk, Investments, Sarbanes-Oxley Act, Financial Modeling, Enterprise Risk..., Management, Investor Relations, SEC filings, Managerial Finance, Capital Budgeting, Leadership, Restructuring, Executive Management, Variance Analysis, Divestitures, Corporate Finance, Consolidation, GAAP, Credit, Internal Audit, Employee Benefits, Financial Audits, SEC Filings
Education
State University of New York at Buffalo - School of Management 1973 — 1978
BS Accounting, MBA Finance
Holland & Knight LLP February 2011 - Present
Kitchen Tune-Up Franchise System December 2012 - Present
Moore Stephens Lovelace July 2010 - February 2011
CPA Associates, RSM McGladrey Network Firm July 2006 - July 2009
Law Offices of Richard Norris/Network Closing July 2004 - July 2006
The Newport Group August 2002 - July 2004
Moore Stephens Lovelace July 1999 - December 2000
Bagwell & Capello, CPA, PA October 1997 - October 1999
Arthur Andersen September 1993 - June 1997
McIntyre Elwell Strammer General Contractors (formerly McIntyre Doherty Elwell) December 1987 - May 1992
Skills
Income Tax, Corporate Tax, CPA, Accounting, Corporate Tax Planning, State Tax Planning, State Tax, International Tax, Sales Tax, Property Tax, Nexus, Tax Audit Representation, Tax Advisory, Auditing, FAS 109, FIN 48, Benefit Plan..., Fixed Assets, Employee Benefits, General Ledger, Tax, Accounts Receivable, Cash Flow, Payroll Taxes, Tax Preparation, Financial Reporting, Finance, Tax Research, Tax Returns, SEC filings, Tax Accounting, Accounts Payable, Bookkeeping, Account Reconciliation
Education
University of South Florida 1990 — 1997
BA, Accounting
State College of Florida-Manatee-Sarasota 1987 — 1990
AA, Accounting
Waynesville High School
Recorded Books August 2012 - Present
Recorded Books September 2010 - August 2012
Recorded Books 2007 - August 2010
Burch Oil Co., Inc. 2006 - 2007
Askey, Askey & Associates, LLC 2005 - 2006
Arthur Andersen 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, Strategic Planning, Financial Modeling, US GAAP, Process Improvement, Auditing, Internal Controls, Finance, Strategic Financial..., Corporate Finance
Education
University of Maryland University College 2006 — 2010
MS, Accounting and Financial Management
Sun Yat-Sen University 1996 — 2000
BS, Accounting
XO Communications April 2015 - Present
XO Communications September 2014 - March 2015
XO Communications August 2009 - August 2014
Sunrise Senior Living October 2008 - August 2009
Fannie Mae Corporation January 2007 - October 2008
The Home Depot November 2005 - December 2006
MCI August 2003 - November 2005
Teleglobe November 1999 - August 2003
Arthur Andersen December 1997 - November 1999
Skills
Tax, Financial Reporting, Income Tax, Corporate Tax, Leadership Development, Sarbanes-Oxley Act, Leadership, Accounting, General Ledger, Program Management, Finance, Tax Accounting, International Tax, PeopleSoft, Risk Management, Internal Audit, Process Improvement, Financial Planners, Employee Benefits, Management, Internal Controls, Budgets, Business Process, Sarbanes-Oxley, SEC filings, Auditing, GAAP, CPA, Mergers & Acquisitions, Tax Research, Team Leadership, Organizational..., Account Reconciliation, US GAAP, Financial Analysis, Analysis, Restructuring, Tax Preparation
Education
Stetson University 1992 — 1993
MAcc, Master of Accountancy
Stetson University 1988 — 1992
Accounting, Accounting
Salesforce September 2010 - Present
Salesforce September 2005 - September 2010
Whitney National Bank August 2004 - August 2005
KoExSa Group LLC March 2003 - July 2004
Fort Point Partners August 1999 - February 2003
Arthur Andersen July 1996 - July 1999
Verdi Ryan Associates 1995 - 1996
Skills
Salesforce.com, Force.com, Cloud Computing, Social Media Marketing, Internet of Things, M2M, Social Enterprise, Center of Excellence, Project Governance, Project Management, Strategic Roadmaps, Large Enterprise, Quality Assurance, Weblogic, Brokerage, Commercial Lending, Start-ups, Financial Services, SaaS, Enterprise Architecture, CRM, IT Strategy, Enterprise Software, SDLC, Business Analysis, Integration, Strategy, Professional Services, Solution Selling, Business Process, Sales Enablement, Data Migration, Management, Leadership, Salesforce.com..., Analytics, Salesforce.com..., E-commerce, PaaS, Social CRM, Customer Service, Business Intelligence, Demand Generation, Go-to-market Strategy, Software Industry, Software Implementation, Pre-sales
Education
State University of New York at Buffalo - School of Management 1991 — 1996
BS, Accounting, Finance and MIS
CitiStaff July 2013 - Present
Troy Youth Hockey Association November 2008 - Present
Inspired Wellness LLC January 2000 - March 2011
ACN (American Communications Network) March 1999 - June 2000
Karmanos Cancer Institute January 1994 - January 1999
Karmanos Cancer Institute January 1994 - January 1997
Arthur Andersen January 1992 - January 1994
The Coca-Cola Company October 1990 - December 1990
Skills
Accounts Payable, Accounts Receivable, Forecasting, Payroll, QuickBooks, Journal Entries, Bank Reconciliation, Financial Statements, Cash Flow Forecasting, Financial Reporting, Purchasing, Microsoft Word, Cash Flow, Bookkeeping, Nonprofits, Training, Auditing, Accounting, Management, Tax Preparation, Budgets, General Ledger, Customer Service, Cost Accounting, Tax, Strategic Financial...
Education
Stephens College 1988 — 1992
B.A, Business Administration: Accounting
Richmond College 1990 — 1990
International Business Program
Monterey Bay Aquarium 2002 - Present
California Association of Museums 2007 - Present
KQED Public Media 2012 - Present
Japanese American National Museum 1997 - 2002
Pacific Asia Museum 1994 - 1997
Continental Bank 1984 - 1991
Arthur Andersen 1979 - 1982
Skills
CPA (license not active)
Education
Stanford Graduate School of Business
Executive Program for Nonprofit Leaders
Yale School of Management
Executive Program - The Endowment Institute
The University of Texas at Austin 1991 — 1993
Masters, History
The University of Texas at Austin - The Red McCombs School of Business 1982 — 1984
MBA, Finance
University of Kansas 1975 — 1979
Undergraduate, Accounting and Business Administration
IPFC Corp February 2008 - Present
IP & Financial Consulting LLP January 2006 - January 2008
FTI Consulting January 2002 - January 2006
TFC August 1998 - December 2001
Arthur Andersen May 1988 - August 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Forensic Accounting, Intellectual Property, Forecasting, Litigation Support, Litigation Consulting, Business Valuation, Data Analysis
Education
St. Mary's University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Lane Tech HS 1971 — 1975
GHX March 2006 - Present
Neoforma (acquired by GHX in March '06) September 1999 - March 2006
Netscape/AOL October 1998 - September 1999
Clear-Vu Products December 1996 - August 1998
Arthur Andersen April 1996 - December 1996
APM Management Consultants March 1994 - April 1996
Skills
CRM, Leadership, Management, Program Management, Strategy, Supply Chain, Analytics, Healthcare Information..., Process Improvement
Education
Stanford University 1991 — 1992
MA, Administration & Policy Analysis, School of Education
Stanford University 1988 — 1992
BA, English
ValueWise Corporation August 2014 - Present
Mattersight Corporation January 2011 - January 2014
PlaCor, Inc. September 2007 - January 2011
Blue Shield California 2008 - 2009
UnitedHealth Group August 2000 - April 2007
United Healthcare 2000 - 2007
eLoyalty 1997 - 2000
Technology Solutions Company 1997 - 1999
Arthur Andersen 1993 - 1997
Citicorp 1986 - 1991
Skills
Business Strategy, Business Intelligence, Operations Management, Sales Management, Process Improvement, Business Process..., Analytics, SaaS, Start-ups, Enterprise Software, Budgets, Management Consulting, Business Development, Strategic Planning, Strategy, Business Analysis, Sales, CRM, Direct Sales, Vendor Management
Education
Stanford University
BA, History
University of Illinois at Urbana-Champaign
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
MBA
Adam Smith CPA's August 2008 - Present
Larson & Company, LLC January 1995 - November 2006
Arthur Andersen January 1992 - December 1994
Skills
Quickbooks, Accounting, Bookkeeping, Financial Reporting, LLC, Tax Preparation, Payroll Taxes, Sales & Use Tax, 1099 Preparation
Education
Utah State University 2000 — 2002
MBA, Accounting
Stanford University 1986 — 1990
A.B., Economics
Cornerstone Research March 2010 - September 2012
Suffolk Construction May 2008 - November 2009
CRA International 2003 - 2007
Charles River Associates 2000 - 2003
Wang Global 1998 - 2000
Getronics 1998 - 2000
ECG Management Consultants 1996 - 1998
Arthur Andersen 1988 - 1996
Skills
Corporate Communications, Press Releases, Media Relations, Internal Communications, Proposal Writing, Process Improvement, Vendor Relations, Team Management, Brochures, Writing, Marketing Communications, Copywriting, Editing, Strategic Communications, Adobe Acrobat, PowerPoint, Newsletters, Word, Email Marketing, Copy Editing, Microsoft Office, Budgeting, Content Management, QuarkXPress, Outlook, Team Building, Public Relations, Leadership, Management, Marketing, Web Content, Budgets, Integrated Marketing, Social Networking, Research, Blogging, Microsoft Word, Publications, Social Media Marketing, Social Media
Education
Suffolk University 1983 — 1987
B.A., English
Floyd Advisory LLC July 2009 - Present
Huron Consulting Group May 2002 - June 2009
Arthur Andersen May 1994 - May 2002
Skills
SEC filings, Forensic Accounting, Financial Reporting, Corporate Finance, Valuation, Business Valuation, Management Consulting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Leadership, Strategy, Due Diligence, Enterprise Risk..., Expert Witness, Accounting, Bankruptcy, Restructuring, IT Audit, Management, Auditing, Financial Statements, Financial Modeling, Internal Controls, Corporate Tax, Certified Fraud Examiner, CPA, Revenue Recognition, Mergers & Acquisitions, Fraud, Internal Audit, Financial Accounting, US GAAP, Litigation Consulting, Sarbanes-Oxley, Litigation Support, Tax, Finance
Education
Suffolk University Law School 1986 — 1990
JD
University of Massachusetts, Amherst 1979 — 1983
BBA, Accounting
Serrano State Tax Consulting, LLC August 2010 - Present
Partnership in Houston, TX 2007 - August 2010
Cherry, Bekaert & Holland 2006 - October 2007
KPMG, LLP May 2003 - January 2006
Arthur Andersen 1998 - 2002
Texas Comptroller of Public January 1988 - October 1998
Skills
Sales Tax, Tax Audits, Tax, Use Tax, Tax Services, State Taxation, Small Business, Auditing, Tax Accounting, US Tax, Tax Advisory, State Tax, Internal Controls, Sales & Use Tax, CPA, Financial Analysis, Financial Accounting, GAAP, Management, Accounting, Tax Research, Financial Reporting
Education
University of Texas of the Permian Basin
BBA, Accounting and Information Systems
Sul Ross State University
Orion Pipeline, LLC March 1997 - Present
El Paso Field Services January 1994 - March 1997
EnTrade Corporation August 1988 - August 1992
Arthur Andersen July 1987 - July 1988
Education
The University of Texas at Austin 1992 — 1993
MS, Petroleum Engineering
Stanford University 1984 — 1987
BS, Mechanical Engineering
Mississippi College School of Law August 2013 - Present
Mississippi College School of Law August 2007 - Present
Stanford Law School May 2003 - September 2003
MDC June 1997 - September 2000
Arthur Andersen October 1996 - May 1997
Skills
Copyright Law, Research, Legal Writing, Intellectual Property, Legal Research, Westlaw
Education
Stanford University Law School 2000 — 2004
JSD/JSM, Law
University of Cambridge 1995 — 1996
LLM, Law
University of London 1992 — 1995
LLB, Law
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Westwind Investors September 2008 - Present
American Capital June 2004 - June 2008
Ernst & Young LLP 2000 - 2002
Cotelligent 1998 - 2000
Arthur Andersen 1996 - 1998
United States Marine Corps 1988 - 1992
Skills
Mergers, Private Equity, Entrepreneurship, Venture Capital, Strategy, Strategic Finance, Financial Modeling, Subordinated Debt, Financial Markets, Due Diligence, Investments, Capital, Equities, Mergers & Acquisitions, Hedge Funds, LBO, SEC filings, Corporate Development, Investment Banking, Valuation
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
University of Illinois at Chicago 1993 — 1996
BS
OmniChannel Health Media June 2014 - Present
Esti LLC/PrimeTimeParenting.com November 2008 - Present
Queens Jewish Link July 2012 - Present
TravelingMom.com July 2009 - Present
Trumpeting Media LLC January 2012 - January 2014
Queensmamas September 2010 - May 2011
Lander College for Women July 2003 - January 2004
Manhattan Jewish Experience June 2002 - July 2003
ARTHUR ANDERSEN November 1997 - August 2001
MCI SYSTEMHOUSE October 1995 - November 1997
Skills
Blogging, Social Media, Public Relations, Facebook, Editing, Social Media Marketing, Public Speaking, Social Networking, Media Relations, Marketing Communications, Event Planning, Digital Media, Copywriting, Press Releases, Marketing, Advertising, Corporate Communications, Event Management, Creative Writing, Online Advertising, New Media, Magazines, Entrepreneurship, Fundraising, Editorial
Education
Stephens College 1986 — 1990
Bachelor of Arts (B.A.), Communications Media
Stephens College 1986 — 1990
Bachelor's degree, Communication and Media Studies
CeloNova BioSciences, Inc. August 2014 - April 2015
CeloNova BioSciences, Inc. January 2014 - August 2014
CeloNova BioSciences, Inc. June 2013 - June 2014
Fisher, Herbst & Kemble, P.C. 2008 - 2013
Parr & Associates 2006 - 2008
Shaddox Compere Walraven Good 2006 - 2007
J. Hunter Bass, CPA 2001 - 2006
Arthur Andersen 1996 - 2001
Skills
Employee Benefits, Revenue Recognition, Auditing, GAAP, Internal Controls, Financial Reporting, CPA, Accounting, US GAAP, Financial Analysis, Financial Accounting, General Ledger, Accounts Payable, Assurance, Budgets, Cost Accounting, Finance, Management
Education
St. Mary's University 2002 — 2005
MBA
St. Mary's University School of Law 2002 — 2005
J.D.
Trinity University 1992 — 1996
B.S.
HMS June 2015 - Present
UnitedHealth Group January 2012 - June 2015
Dell Services December 2008 - January 2012
Accenture December 2003 - November 2006
Arthur Andersen 1991 - 1997
Skills
Mergers, Strategic Planning, Contract Negotiation, Practice Management, Compliance, IT Strategy, Vendor Management, Process Improvement, IT Governance
Education
Stephen F. Austin State University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Law Office of Ed Frado, LLC July 2010 - Present
Denver Benefits September 2008 - July 2010
Anton Collins Mitchell LLP March 2006 - August 2008
Towers Perrin June 2001 - June 2004
Arthur Andersen September 1999 - June 2001
Skills
Qualified plan review..., 403(b) plan review and..., Fiduciary Education, Training, 403 b, Employee Benefits, ERISA, Analysis, Auditing, Fiduciary, 401k, Defined Benefit, Budgets, Retirement, Payroll, Consulting, Defined Contribution, Mergers & Acquisitions, Insurance, Succession Planning, Leadership, Financial Analysis, Human Resources, Management
Education
Suffolk University Law School 1993 — 1996
J.D.
University of Massachusetts, Amherst 1990 — 1993
B.A., Legal Studies
Sares-Regis Group September 2013 - Present
Trinity Management Services March 2013 - September 2013
Maynard Rich Management May 2011 - March 2013
Relaxation Massage 2009 - 2011
Maynard Rich Management 2005 - 2009
St. John's College, Santa Fe 2000 - 2004
Jerome S. Bernstein 2002 - 2003
William Gregoricus 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Project Management, Reporting, Contract Negotiation, Budgeting, Cross-Functional..., Training/Mentoring, Customer Service, Branding, Marketing, Administrative Support, Real Estate, Property Management, Real Estate Development, Investment Properties, Leases, Peachtree, OneSite, Budgets, Administrative..., Cross-functional Team..., Microsoft Office, PowerPoint, Sales, Microsoft Excel, Negotiation, Yardi, Apartments, Condos, Marketing Communications, Training, Online Advertising, Rentals, Management, Selling, Lease Administration, Residential Homes, Event Planning, Accounts Payable, Administration, Outlook, Team Building, Public Speaking, Project Planning, Data Entry, Program Management, Luxury, Leadership, Resident Retention
Education
St. John's College (NM) 1996 — 2001
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
QMBS School of Massage and Yoga Sciences
Certificate of Completion, Massage for Relaxation and Therapy
Koo Home Office July 2014 - Present
Peninsula School, Ltd. July 2012 - June 2014
Peninsula School, Ltd. July 2004 - June 2012
gEM Services, Inc. July 1998 - July 2001
Via, Inc. July 1996 - June 1998
Gemini Consulting July 1993 - June 1996
Arthur Andersen September 1986 - June 1991
Education
Stanford University Graduate School of Business 1991 — 1993
Public Management Program Certificate
Stanford University Graduate School of Business 1991 — 1993
Master of Business Administration (MBA)
University of California, San Diego 1982 — 1986
Bachelor's Degree, Business/Managerial Economics
Ygnacio Valley High School 1978 — 1982
High School
Freed Maxick CPAs September 2007 - Present
Cornell University September 2001 - September 2007
Arthur Andersen 1997 - 2000
The Hearst Corporation 1997 - 1999
Education
State University of New York College at Buffalo 1994 — 1997
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1994
BS, Sociology
EY April 2015 - Present
Hughes Pittman & Gupton LLP September 2007 - April 2015
RSM McGladrey July 2002 - January 2007
Arthur Andersen March 1998 - June 2002
Skills
Accounting, Tax, Auditing, Budgets, Financial Reporting, QuickBooks, GAAP, Microsoft Word, CPA, Financial Accounting, Microsoft Office
Education
State University of New York at Delhi 1987 — 1989
AAS, Business Administrative
NetSuite June 2013 - Present
Informatica December 2009 - May 2013
Deloitte Tax LLP October 2007 - December 2009
Electronic Arts October 2004 - September 2007
Price Waterhouse Coopers June 2002 - September 2004
Arthur Andersen July 1994 - June 2002
Oakland Athletics 1992 - 1993
Baltimore Orioles 1988 - 1992
USA Olympic Team June 1988 - October 1988
Skills
FAS109, Tax Accounting, Corporate Tax, US GAAP, FIN 48, SEC filings, Sarbanes-Oxley, Restructuring, Big 4, Auditing, Transfer Pricing, International Tax, Tax, Tax Audits, ASC 740, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC Filings
Education
Stanford University 1984 — 1988
Bachelor's degree, Economics
Certified Public Accountant
FTI Consulting August 2012 - Present
Shapiro, Soloman, & Price February 2010 - February 2012
BizBuySellMLS.com April 2005 - January 2010
Clark & Company March 2002 - April 2005
Arthur Andersen January 1998 - February 2002
Skills
Programming, Management Consulting, Accounting, Financial Management, IT Management, IT Strategy, IT Operations, Business Analyst, Managerial Finance, Investments, Business Valuation, Management, Valuation, Business Strategy, Due Diligence, Mergers & Acquisitions, Private Equity, Executive Management, Strategy, Business Analysis, Start-ups, Restructuring, Business Planning, Financial Modeling, Venture Capital
Education
Stanford University 1998 — 2005
MBA, Finance/IT
Navigant Consulting February 2004 - Present
Tucker Alan 2002 - 2004
Arthur Andersen 1985 - 2002
Ampex 1980 - 1983
Skills
Forensic Accounting, Expert Witness, Financial Analysis, Government Contracts..., Litigation Consulting, Accounting, Investigations, Government Contracting, Auditing, Analysis, Management, FCPA, Leadership, Management Consulting, Business Valuation, Litigation, Due Diligence, Private Investigations, Investigation, Valuation, Forensic Analysis, Fraud
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Accounting and Finance
Stanford University 1976 — 1980
BA, Economics
The Bonadio Group 2004 - Present
Arthur Andersen 1981 - 2001
Education
St. John Fisher College
B.S., Accounting
Alvarez & Marsal April 2009 - Present
Spencer Stuart August 2005 - March 2009
Deloitte & Touche July 2002 - June 2005
Arthur Andersen June 1972 - June 2002
Skills
Executive Search, Management, Management Consulting, Energy Industry, Energy, Recruiting, Risk Management, Restructuring, Financial Modeling, Internal Controls, Leadership, Acquisition Integration, Petroleum, Start-ups, Due Diligence, Business Development, Marketing, Corporate Development, Valuation, Financial Reporting, Business Planning, M&A experience, Organizational Design, Mergers & Acquisitions, Tax, Enterprise Risk..., Mergers, Business Transformation, Professional Services, Finance, Corporate Finance, Strategy, Accounting, Change Management, Process Improvement, Auditing, Strategic Planning, Integrated Marketing, Business Strategy, Business Process..., Program Management, Outsourcing, Financial Analysis, Private Equity, SEC filings, Venture Capital, Sarbanes-Oxley Act, Performance Improvement, Executive Management, Business Analysis
Education
Stephen F. Austin State University 1970 — 1972
BBA, Accounting
Tyler Junior College 1968 — 1970
Associate
Baker Hughes 1996 - 2009
Baylor College of Medicine October 1990 - May 1996
Arthur Andersen October 1980 - April 1990
Skills
Illustrator, Layout, Graphic Design, Adobe Creative Suite, Corporate Branding, Logo Design, Brochures, QuarkXPress, Creative Direction, Graphics, Typography, Posters
Education
Stephen F. Austin State University 1973 — 1977
BFA, Studio Art and Art History
Grey New York April 2007 - Present
Ernst & Young June 2002 - April 2007
arthur andersen September 1998 - June 2002
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1998
ADP June 2014 - Present
ADP Major Accounts 2005 - May 2014
ADP November 2002 - September 2005
Arthur Andersen March 1998 - November 2002
Xerox February 1997 - February 1998
USDA Forest Service - Grey Towers NHL April 1989 - October 1995
Education
State University of New York at New Paltz 1993 — 1995
Masters
William Paterson University of New Jersey 1991 — 1993
Bachelors
Pennsylvania State University - Wilkes-Barre 1989 — 1991
Samally Inc. Director of ApplicationsFeeding AmericaApril 2009 - Present
Holly Hunt July 2006 - January 2008
Real Solutions 2002 - 2006
Divine Inc./LightsEdge Inc. February 2000 - December 2001
Arthur Andersen June 1991 - February 2000
Skills
ERP, Software Development, Project Management, Business Intelligence, Team Building, Business Analysis, Navision, Microsoft Certified..., Software Project..., Microsoft SQL Server, Strategic Planning, IT Strategy, SharePoint, SQL, Supply Chain Management, Budgets, Program Management, Microsoft Dynamics NAV
Education
St. Joseph's College (IN) 1988 — 1991
BS, Computer Science
PlumReward January 2008 - Present
ASPSOFT, Inc. June 2001 - June 2011
SunGard Public Sector 2009 - 2010
Sungard HTE 2007 - 2007
HSN 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Mobile Marketing, Internet Entrepreneur, Public Speaking, Marketing Strategy, Social Media Marketing, Strategic Planning, New Business Development, Business Development, Business Strategy, Social Media, Online Advertising, Marketing, Marketing Communications, SEO, Digital Strategy, Product Management, Market Research, Email Marketing, SEM, Management, Product Marketing, E-commerce, Lead Generation, Salesforce.com, Brand Management, Leadership, Marketing Research, Strategy, Advertising, Strategic Partnerships, Small Business, Software Development, Online Marketing, Social Networking, Start-ups, Digital Marketing, CRM, .NET, Product Development, Loyalty Programs, Direct Marketing, Analytics, Entrepreneurship
Education
Stetson University 1993 — 1996
Bachelor of Business Administration, Accounting
Social Finance (www.SoFi.com) September 2013 - Present
Simon School of Business, University of Rochester December 2012 - September 2013
Simon School of Business, University of Rochester November 2010 - December 2012
NextPoint Advisors January 2004 - October 2010
Robert Half International July 2001 - January 2004
Catalyst Financial April 2000 - July 2001
Arthur Andersen January 1999 - April 2000
U.S. Army May 1991 - August 1994
Skills
Talent Management, Mergers, Recruiting, Management Consulting, Consumer Goods, Digital Media, Talent Acquisition, Business Development, Strategy, Mergers & Acquisitions, Financial Services, Program Management, Management, Leadership, Investments, Corporate Finance, Consulting, Building Relationships, Competitive Analysis, Finance, Executive Search, Investment Banking, Financial Analysis, Applicant Tracking..., Professional Services, Project Management, Due Diligence, Latin Dance, CXO
Education
Temple University - James E. Beasley School of Law 1995 — 1999
J.D., Law
SUNY Oswego 1987 — 1991
BA, Economics
House of Shrimp September 2009 - Present
Pediatric Brain Tumor Foundation June 2007 - September 2009
Arthur Andersen 1995 - 2003
Skills
Management Consulting, New Business Development, Team Building, Business Transformation, Strategic Planning, Customer Service, Process Improvement, Business Analysis, Project Management, Fundraising, Event Management, Real Estate Economics, Custom Remodeling, Automotive, Consulting, Network Administration, Network Security, Renovation, Vendor Management, Small Boat Operations, Leadership Development, Negotiation, Business Strategy, Budgets, Operations Management, Real Estate, Marketing, Marketing Strategy, Sales, Public Speaking, Public Relations, Purchasing, Nonprofits, Marketing Communications, Microsoft Excel, Vehicles, Microsoft Office, Event Planning, Microsoft Word, Integration
Education
Tampa Technical Institute 1987 — 1988
BS, Electronc Engineering
Manatee Community College 1979 — 1981
Associate of Arts (AA), Engineering
Lumsden & McCormick July 2002 - Present
SUNY Buffalo 2000 - 2002
Arthur Andersen 2001 - 2001
Wegmans Food Markets 1994 - 2000
Skills
Budgets, Auditing, Accounts Receivable, QuickBooks, Accounting, Tax, Financial Reporting, Financial Analysis, CPA, General Ledger, Financial Accounting, Financial Statements, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Tax Preparation, Corporate Tax, Income Tax, Internal Audit, Account Reconciliation, Tax Returns, GAAP, Accounts Payable, US GAAP, External Audit, SEC filings
Education
State University of New York at Buffalo - School of Management 1996 — 2002
BS/MBA, Accounting
Element Technologies May 2001 - Present
PerTech 1984 - Present
DVCi Technologies 1999 - 2001
DVC Worldwide 1999 - 2001
Arthur Andersen 1996 - 1999
EDS 1994 - 1995
Drei Tauben Ltd. April 1991 - July 1994
AT&T 1970 - 1984
Skills
Management Consulting, Business Strategy, Leadership, Management, Business Development, Cloud Computing, Strategic Planning, Process Improvement, New Business Development, Start-ups, Recruiting, Consulting, SaaS, Strategy, Strategic Partnerships, Marketing Strategy, Telecommunications, Online Marketing, E-commerce, Digital Marketing, Business Analysis, Mergers & Acquisitions, Outsourcing, Analytics, Team Management, Integration, Change Management, Customer Service, Marketing, Cross-functional Team..., Training, Human Resources, Project Management, CRM, SDLC, Account Management, Business Process..., Program Management, Vendor Management, Product Management, Requirements Analysis, Competitive Analysis, Business Intelligence, Executive Management, IT Strategy, Customer Relations, Advertising
Education
Stevens 1962 — 1974
M.S,, Management, Ergonomics
Stevens 1962 — 1974
Ba.Eng., EE
Stevens Institute of Technology 1962 — 1974
Ph,D., Ind./Org. Psychology
IBM September 1994 - Present
Price Waterhouse September 1989 - August 1994
Arthur Andersen October 1983 - September 1987
Skills
IT Strategy, Management Consulting, Business Transformation, Program Management, PMO, Project Portfolio..., Business Intelligence, Organizational Design, Governance, Business Process..., Management, Integration, Cloud Computing, Data Center, IT Service Management, IT Management, Outsourcing, Strategy, PMP, Business Strategy, Business Analysis, Strategic Planning, Enterprise Architecture, Software Project..., Change Management, IT Outsourcing, Business Process, Cross-functional Team..., Process Improvement, Enterprise Software, Pre-sales, Requirements Analysis, Business Process..., Professional Services, Business Process Design, Consulting, Vendor Management, SDLC, Project Management
Education
UCLA Anderson School of Management 1987 — 1989
MBA
Stanford University 1979 — 1983
BS, Industrial Engineering
Bartlesville College High
Capius Consulting August 2009 - Present
Protiviti September 2005 - August 2009
Strategic Decisions Group August 1996 - September 2005
SDG Consulting 1995 - 2005
Arthur Andersen 1992 - 1994
Price Waterhouse 1988 - 1992
Skills
Lifesciences, Biotechnology, Pharmaceutical Industry, Medical Diagnostics, Management Consulting, Business Strategy, Strategy, Strategic Planning, Consulting, Finance, Strategic Consulting, Financial Modeling, Due Diligence, Entrepreneurship, Analytics
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of Kent 1985 — 1988
BA (Hons)
Cumberland Farms, Inc. December 2005 - Present
Cumberland Farms, Inc. August 2005 - November 2005
Cross Country Automotive Services March 1998 - March 2005
Massachusetts Hospital Association 1995 - 1998
Arthur Andersen 1985 - 1991
Skills
Forecasting, Financial Reporting, Accounting, Auditing, Financial Analysis, Budgets, General Ledger, P&L, Cash Management, Process Improvement, Accounts Payable, GAAP, Inventory Management, Strategic Planning, Financial Modeling, Internal Audit, Accounts Receivable, Payroll, Team Building, Retail
Education
State University of New York College at Fredonia
B. Music, Education
State University of New York at Albany
MS Accounting, Accounting
Ernst & Young February 2012 - Present
Aetos Capital LLC 2005 - March 2012
Ernst & Young LLP 2000 - 2007
Arthur Andersen 1998 - 2001
Skills
Tax Returns, Tax, Corporate Finance, Financial Reporting, Private Equity, Alternative Investments, Valuation, Financial Modeling, US GAAP, SEC filings
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Master's degree, Accounting
Island Trees High School 1990 — 1994
StoneTurn Group 2004 - Present
Deloitte & Touche 1998 - 2004
Arthur Andersen 1991 - 1998
Skills
Forensic Accounting, Litigation Support, Fraud, Expert Witness, Business Valuation, Computer Forensics, Litigation, Due Diligence, Mergers & Acquisitions, Corporate Governance, Auditing, Internal Investigations, Valuation, Internal Controls, Private Investigations, Investigation, Restructuring, Forensic Analysis, Financial Modeling, Sarbanes-Oxley Act, US GAAP, GAAP
Education
Stonehill College 1987 — 1991
BS, Accounting
Suncor Energy November 2014 - Present
Suncor Energy August 2012 - December 2014
Suncor Energy February 2012 - September 2012
Suncor Energy October 2011 - January 2012
Suncor Energy August 2009 - December 2010
Suncor Energy November 2007 - August 2009
Suncor Energy May 2006 - December 2007
Independent Consultant January 2003 - May 2006
Arthur Andersen January 1999 - January 2003
Knowledge Alliance May 1998 - December 1998
Skills
Integration, Business Process, Data Center, Telecommunications, SAP, Project Management, Business Analysis, Enterprise Software, ERP, Databases, Management, Business Intelligence, Servers, Requirements Analysis, Architecture, Networking, Infrastructure, IT Management, IT Service Management, System Deployment, ITIL, Enterprise Architecture, IT Strategy, Solution Architecture, Consulting, Disaster Recovery, Storage, Business Process..., SharePoint, Project Portfolio..., PMP, Vendor Management
Education
St. Francis Xavier University 1992 — 1996
Bachelor of Information Systems (BIS), Computer Science and Business Administration
Bishop Grandin High School 1988 — 1990
GE Power & Water October 2014 - Present
GE Transportation September 2012 - October 2014
GE Energy April 2008 - October 2012
GE Money October 2006 - April 2008
GE Money June 2004 - October 2006
Systemax June 2002 - June 2004
Arthur Andersen July 2000 - June 2002
HSBC October 1999 - March 2000
Account Solutions Group, LLC January 1999 - October 1999
Account Solutions Group 1999 - 1999
Skills
Leading Organizational..., Cross-functional Team..., Strategic Negotiations, Product Lifecycle..., PLM Tools, ERP Implementations, Software Development, Agile & Waterfall..., software selection, Vendor Management, Conflict Resolution, Six Sigma, Lean IT, Oracle, SOA, SQL, MS Project, Weblogic, Databases, Java Enterprise Edition, Tomcat, JavaScript, XML, Java, VSS, UML, HTML, MySQL, SOAP, PL/SQL, Enterprise Architecture, Testing, Change Management
Education
State University of New York College at Buffalo 1996 — 2000
BS in Business Administration, Management Information Systems, Business Administration and Finance
Quill.com (a division of Staples) August 2013 - Present
Quill October 2001 - July 2013
Quill / Div of Staples October 2001 - July 2013
OAG July 1997 - August 2001
Arthur Andersen May 1990 - July 1997
Skills
Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Team Building, SDLC, Project Management, Product Management, Microsoft Office, Analytics, Analysis, Business Intelligence, Business Process..., Requirements Analysis, Integration, Software Project..., Program Management, SQL, Cloud Computing, IT Operations, IT Strategy, Business Strategy, Databases, CRM, Change Management, Microsoft SQL Server, Strategic Planning, PMP, Customer Service, Disaster Recovery, Enterprise Architecture, Sarbanes-Oxley Act, Leadership, Data Center, Team Leadership
Education
St. Joseph's College (IN) 1986 — 1990
BS, Computer Science
Bishop Noll 1982 — 1986
Federal Trade Commission October 2006 - Present
BDO Seidman LLP 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Legal Research
Education
Suffolk University Law School 2003 — 2006
Doctor of Law (J.D.)
Villanova University 1996 — 2000
BA, BS, BA/BS, Economics, Finance, Honors
Marathon Oil Company April 2010 - Present
Arthur Andersen 1995 - 1999
Skills
SAP R/3, Oil, SAP
Education
University of Houston 1985 — 1990
Stephen F. Austin State University 1984 — 1985
Joy! Lutheran Church January 2014 - Present
Our Saviour's Lutheran Church July 2005 - December 2013
Milestone Development Inc February 1999 - July 2005
Holy Trinity Lutheran Church 2003 - 2004
Good Shepherd Church 2001 - 2002
Northstar Travel Media 1998 - 2000
Stadtech Inc 1991 - 1999
Midcon 1988 - 1998
Software Architects 1989 - 1991
Arthur Andersen 1985 - 1988
Skills
Preaching, Pastoral Care, Theology, Public Speaking, Non-profits, Leadership Development, Community Outreach, Leadership, Teaching, Volunteer Management, Event Planning, Strategic Planning, Fundraising, Social Media, Microsoft Office, Student Affairs, Small Group, Social Networking, Team Building, Biblical Studies, Youth Ministry, Strategy, Conflict Resolution, Organizational..., Religion, Strategic Communications, Curriculum Design, Discipleship, Coaching, Missions, Nonprofits, Program Development, Training, Non-profit..., Pastoral Counseling, Inspiring Leadership, Inspiring Teams
Education
Lutheran School of Theology Chicago 1999 — 2005
MDIV, Masters of Divinity
St. Joseph's College (IN) 1981 — 1985
BS, Computer Science
KTM North America, Inc. February 2010 - Present
The Walt Disney Company 2008 - April 2010
Disneyland Resort 2006 - 2008
The Walt Disney Company 2004 - 2006
Independent - Model 2004 - 2006
Bally Total Fitness 2002 - 2004
Arthur Andersen 2000 - 2002
Skills
CPA, Financial Reporting, Financial Analysis, Forecasting, Accounting, Budgets, Finance, Accounts Payable, Cost Accounting, Variance Analysis, GAAP, Marketing, Accounts Receivable, Strategic Planning, Financial Planning, Marketing Strategy, Microsoft Excel, Analysis, Leadership, Strategy
Education
St. Norbert College 1996 — 2000
BBA, Accounting
UnitedHealth Group May 2005 - Present
Target 2004 - 2005
Arthur Andersen 1995 - 2002
Skills
Workforce Planning, Deferred Compensation, Recruiting, HRIS, Organizational..., Change Management, Culture Change, Employee Benefits, Executive Coaching, Process Improvement, Team Building, HR Consulting, Training, Mergers, Project Management, Internal Communications, Program Management, Management, Organizational..., Management Consulting, Public Speaking, College Recruiting, PeopleSoft
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
St. Norbert College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
eHealth Global Technologies, Inc. September 2012 - Present
Mercury Print Productions, Inc. May 2011 - September 2012
WorldGate Communications, Inc. November 2010 - April 2011
Zapata Corporation 2000 - 2010
Arthur Andersen 1994 - 2000
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Accounting, US GAAP, Financial Analysis, Cost Accounting, Revenue Recognition, Auditing, Finance, Variance Analysis, GAAP, Managerial Finance, Management, SEC Filings, Strategic Planning
Education
St. John Fisher College 1990 — 1994
BS, accounting
Jackson Hewitt May 2002 - Present
Arthur Andersen September 1997 - April 2002
Riscorp Insurance Company October 1991 - September 1997
Skills
Troubleshooting
Education
State College of Florida-Manatee-Sarasota 1989 — 1992
McIntosh Middle
LyondellBasell June 2005 - Present
Lyondell Chemical Company February 2003 - May 2005
Baldwin’s Industrial Services, Inc. March 2002 - February 2003
Enron 1999 - 2002
Arthur Andersen 1996 - 1999
Skills
Internal Controls, SAP, Financial Reporting, Auditing, Financial Accounting, Accounting, SAP R/3, General Ledger, Corporate Finance, Managerial Finance, Due Diligence, Cost Accounting, Valuation, Account Reconciliation, Analysis, Budgets, Consolidation, Finance, Management, Sarbanes-Oxley, Financial Analysis, Invoicing, Financial Audits, Cash Management, US GAAP, Forecasting, Cash Flow, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, JD Edwards, Tax, CPA, Accounts Payable, SEC Filings
Education
Stephen F. Austin State University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Van Vleck High School
ADP February 2012 - Present
CCG October 2009 - October 2011
Taxsphere Advisors LLC October 2008 - October 2009
First Advantage Tax Consulting September 2004 - September 2008
Hillenbrand Industries 2001 - 2004
Arthur Andersen 1997 - 2001
Skills
Tax, Income Tax, Accounting, Mergers & Acquisitions, Corporate Tax, International Tax, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Due Diligence, Tax Accounting, CPA, Management, Forecasting, Financial Modeling, Strategy, Salesforce.com, Process Improvement, Account Management, Leadership
Education
Stephen F. Austin State University 1978 — 1982
Aon Hewitt April 2015 - Present
Bank of America February 2015 - April 2015
Wells Fargo April 2014 - December 2014
Bank of America January 2008 - December 2013
Wachovia September 2003 - December 2007
Royal & SunAlliance June 2001 - August 2003
Arthur Andersen December 1998 - May 2001
Skills
Vendor Management, Change Management, Process Improvement, Program Management, Risk Management, Training, Project Management, PMP, Leadership, Business Analysis, Management, Project Portfolio..., Project Planning, PMO, Banking, SDLC
Education
Richard Stockton College of New Jersey 1996 — 1998
Bachelor of Science, Business Management, Business Administration and Management, General, GPA 4.0
Syracuse University August 2013 - Present
E & Y July 2002 - August 2013
Ernst & Young July 2002 - August 2013
Arthur Andersen 2000 - 2002
Education
Saint John Fisher College 1998 — 2000
Accounting
Deloitte July 2002 - Present
Arthur Andersen 1992 - 2002
Education
Suffolk University - Sawyer School of Management 1991 — 1992
MBA, Business
University of Louisiana at Lafayette
BSC, Accounting
PricewaterhouseCoopers 2002 - Present
Arthur Andersen 2000 - 2002
Skills
Corporate Tax, International Tax, Tax Research, Income Tax, Tax, Tax Accounting
Education
State University of New York College at Geneseo 1996 — 2000
Jackson Hewitt September 2011 - Present
Jackson Hewitt 2010 - September 2011
Jackson Hewitt 2006 - July 2010
Jackson Hewitt 2002 - 2006
Arthur Andersen 1991 - 2002
Skills
T-SQL, Business Analysis, Information Technology, Microsoft SQL Server, Business Intelligence, SDLC, SSIS, SQL, Agile Methodologies, Software Development, Databases
Education
State College of Florida-Manatee-Sarasota 1989 — 1993
AA, MIS
JH Kelly December 2003 - Present
CBG Consulting Engineers April 2002 - December 2003
Ziba Design Inc. 1996 - 2001
Perkins Coie LLP February 1993 - September 1996
The University of Portland 1994 - 1996
Arthur Andersen 1989 - 1992
Illinois College of Optometry 1987 - 1989
Skills
Proposal Writing, News Writing, InDesign, Microsoft Office, Photoshop, Presentation Development
Education
The University of Portland 1992 — 1994
Master of Science (M.S.), Management Communication
State University of New York College at Buffalo 1983 — 1987
Bachelor of Arts (BA), Communication
Passero Associates February 2003 - Present
Arthur Andersen 1994 - 2002
Education
State University of New York College at Fredonia
BS Acctg, BS Business Administration, Accounting, Business Administration
Nuance Communications November 2013 - Present
Alere 2003 - November 2013
Ernst & Young 2002 - 2003
Arthur Andersen 1995 - 2002
Andersen, LLP 1995 - 2002
Skills
Tax, Corporate Tax, GAAP, Income Tax, Auditing, Transfer Pricing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley
Education
Suffolk University Law School 1982 — 1986
JD
University of Michigan 1975 — 1979
A.B.
Guaranty Bank, FSB March 2002 - Present
Medical College of Wisconsin January 2001 - February 2002
Arthur Andersen August 1998 - February 2001
Fleet Mortgage 1981 - 1998
Skills
Risk Management, Compliance, Internal Audit, Auditing, Risk Assessment, Loans, Leadership, Credit
Education
St. Norbert College 1973 — 1977
BS, Business Administration - Finance
Entertainment May 2006 - Present
Arthur Andersen 2001 - 2001
Education
Saint John's University 1996 — 2001
BS/MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
Northwestern Mutual June 2009 - Present
Goldman Sachs August 2006 - June 2008
Goldman Sachs August 2003 - August 2006
OneBeacon Insurance 2002 - 2003
Arthur Andersen May 2000 - August 2002
PricewaterhouseCoopers 1999 - 1999
Education
The University of Connecticut School of Business 2000 — 2001
MSA, Accounting
Stonehill College 1996 — 2000
BS, Accounting
South Windsor High School 1992 — 1996
Post & Associates, CPA's January 2010 - January 2012
BDO USA, LLP January 2005 - March 2007
The Energy Authority April 2002 - January 2005
Arthur Andersen 1999 - 2002
Education
Stetson University 1996 — 1999
Dillon Consulting Group, LLC August 2009 - Present
J. M. Dillon, LLC Tax Consulting & Compliance Services December 2006 - August 2009
Vitale, Caturano & Company June 2004 - December 2006
Arthur Andersen September 1997 - June 2002
Skills
Tax, Corporate Tax, Tax Advisory, Accounting, Internal Controls, Tax Accounting, Big 4, Income Tax, Due Diligence, Restructuring, Financial Statements, Tax Returns, Tax Preparation, Tax Research, Tax Compliance, Accountants
Education
Suffolk University - Sawyer Business School 1995 — 1997
Bachelors, Accounting
Other
M&T Bank February 2000 - Present
Arthur Andersen July 1996 - February 2000
Xerox Corporation May 1995 - May 1996
Skills
Six Sigma, Process Improvement, Management Consulting, Cost Management, Financial Analysis, Strategic Planning, Process Engineering, Budgeting, Change Management, Analysis, Cost Reduction, Business Analysis, Program Management, Continuous Improvement, Business Planning, Lean Manufacturing, Planning, Outsourcing, Balanced Scorecard, Forecasting, Performance Management, Cost, Requirements Analysis, Re-engineering, People Management, Optimization, Modeling, BPO, Business Process, Cross-functional Team..., Costing
Education
University of Rochester - Simon Business School 1994 — 1996
MBA, Finance, Computer Information Systems
State University of New York at Buffalo - School of Management 1990 — 1994
BS, Marketing, Human Resources
Christopher Weil & Company, Inc. December 2008 - Present
Retirement Services, Inc. January 2009 - December 2011
Peninsula Cantare November 2004 - December 2011
Foundation for Global Community September 1988 - December 2010
Community Bank, Pasadena CA August 1988 - July 1995
Arthur Andersen July 1964 - August 1988
Stanford Business School Alumni Association 1975 - 1982
U. S. Navy June 1960 - September 1962
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Wealth, Retirement, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Financial Management, Financial Modeling, Asset Managment, Strategic Financial..., Executive Management, Finance, Private Equity, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Investment Advisory, Corporate Finance, Restructuring, Corporate Development, Loans, Alternative Investments, Acquisition Integration, Management, Risk Management, Business Planning, Entrepreneurship, Start-ups
Education
Stanford University Graduate School of Business 1962 — 1964
MBA, Accounting and Finance
Stanford University 1956 — 1960
BA, Economics
Deloitte Consulting June 2009 - Present
BearingPoint March 2001 - May 2009
Arthur Andersen October 1997 - May 2000
Skills
PeopleSoft, Accounting, ADP Payroll, Workday, Payroll, Benefits Administration, Auditing, Onboarding, Sarbanes-Oxley Act, Employee Benefits, Financial Analysis, Financial Statements
Education
Strayer University-Georgia 2009 — 2013
BofA, Accounting
Lockwood High School 1973 — 1981
High School
Crowe Horwath LLP September 2008 - March 2013
Crowe Chizek and Company LLC October 2002 - August 2008
Arthur Andersen July 1975 - August 2002
Skills
Auditing, Internal Audit, Enterprise Risk..., Training, Finance, IT Audit, Accounting, Management, Consulting
Education
Stanford University Graduate School of Business 1973 — 1975
M.B.A., Accounting & Finance
Stanford University 1966 — 1970
A.B., Economics
Chico's FAS Inc. September 2007 - September 2011
WCI Communities April 2004 - September 2007
PwC June 2002 - April 2004
Arthur Andersen February 1999 - June 2002
Education
Stanford University 1985 — 1989
B.A., Economics
McGladrey September 2015 - Present
BDO USA LLP July 2010 - June 2015
Amper, Politiziner, and Mattia PC March 2006 - July 2010
KPMG June 2002 - February 2006
Arthur Andersen December 1996 - May 2002
Skills
SEC filings, Sarbanes-Oxley Act, Auditing, CPA, GAAP, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Services, Tax, Financial Accounting
Education
State University of New York at Buffalo - School of Management 1995 — 1996
MBA, Accounting
State University of New York at Buffalo - School of Management 1990 — 1994
BS, Finance
HCL March 2015 - Present
CSC April 2008 - March 2015
Deloitte June 2005 - April 2008
BearingPoint July 2002 - May 2005
Arthur Andersen February 2001 - June 2002
Critikon Company, LLC December 1998 - January 2001
Skills
Oracle E-Business Suite, Oracle Financials, EAM, Business Process Design, Oracle Applications, Oracle Public Sector..., Architecture Management, Order Management, Business Analysis, Business Process..., IT Strategy, ERP, Order to Cash, Business Process, SDLC, Financials, Requirements Analysis, Integration, Solution Architecture, Oracle, Business Intelligence, Data Migration, Oracle HR, Enterprise Architecture, Visio, Oracle Discoverer, Business Transformation, Gap Analysis, Oracle Reports, OBIEE, Requirements Gathering
Education
Stetson University
BS, Accounting
Off. Historical Trust Acctg - US Dept of Interior Executive DirectorOffice of Historical Trust AccountingJuly 2001 - Present
U.S. Dept. of the Interior 2001 - Present
US Dept. of State 1988 - 2001
FCO Council 1988 - 2001
Arthur Andersen 1961 - 1994
Andersen Consulting/Accenture 1966 - 1970
Education
Stanford University Graduate School of Business 1959 — 1961
MBA, Accounting/Auditing
NXT Capital March 2012 - Present
GE Commercial Finance February 2008 - March 2012
GE Capital February 2008 - March 2012
GE Antares Capital February 2008 - March 2012
Merrill Lynch November 2003 - February 2008
KPMG Advisory June 2002 - November 2003
Arthur Andersen May 2000 - June 2002
Education
St. Francis University 1993 — 1997
BS, Accounting
PricewaterhouseCoopers January 1997 - Present
Arthur Andersen January 1983 - May 1997
Skills
Indirect Taxation, International Tax, C-TPAT, Internal Controls, Customs Regulations, Auditing, Customs Valuation, Management Consulting, Tax Law, VAT, International Trade, Import, Valuation, Transfer Pricing, International Business, Internal Audit, Customs Brokerage, Program Management, Tax, Government, SAP, Process Improvement, Tax Advisory, Supply Chain Management, Supply Chain, Risk Management, Strategy, Trade Compliance, Corporate Tax, Leadership, FCPA, Cross-functional Team..., Export, Due Diligence, Accounting, Foreign Trade Zone, Logistics, Tax Accounting, Cross-border..., Big 4, Restructuring
Education
St. John's University, The Peter J. Tobin College of Business 1974 — 1978
BS Accounting, Accounting
BA Major Associates June 2007 - Present
Caturano and Company 2004 - 2005
Deloitte & Touche 2002 - 2004
Arthur Andersen 1998 - 2002
Grant Thornton 1993 - 1998
Skills
Tax, Auditing, Tax Preparation, Mergers & Acquisitions, Financial Reporting, Corporate Tax, Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Start-ups, Management Consulting, Tax Accounting, GAAP, Budgets, Financial Accounting, Due Diligence, Strategic Financial..., Big 4, Financial Analysis, Private Equity, International Tax, Business Valuation, Partnership Taxation, CPA
Education
Suffolk University - Sawyer Business School 1994 — 1996
Masters of Science, Taxation
University of Maine 1985 — 1989
BS, Business Administration
PACCAR VP ControllerHarsco1998 - 2003
Harsco Track Technologies, Inc. 1998 - 2003
Baker Hughes 1986 - 1997
Arthur Andersen 1983 - 1986
Education
Stephen F. Austin State University 1979 — 1983
BBA, Accounting
Synchrony Financial March 2014 - Present
General Electric Company January 1998 - February 2014
PricewaterhouseCoopers October 1991 - December 1997
Arthur Andersen July 1990 - October 1991
Education
St. Thomas University 1987 — 1990
BA, Business Administration-Accounting
University of Minnesota Institute of Technology
Grant Thornton LLP September 2007 - Present
Ernst & Young LLP May 2002 - September 2007
Arthur Andersen June 1981 - May 2002
Education
St. Thomas University 1977 — 1981
BA, Accounting
Cardinal Components Office ManagerCraden Manufacturing1983 - 1989
Arthur Andersen 1981 - 1983
Skills
Accounting, Sales, Manufacturing, Customer Service, B2B
Education
St. Norbert College 1977 — 1981
accounting
Hiawatha
Miami Children's Hospital Foundation May 2013 - Present
CHARLEE of Dade County October 2011 - Present
Miami Children's Hospital Foundation October 2007 - October 2011
AAGP 2008 - 2010
Miami Science Museum 2004 - 2006
St. Jude Children's Research Hospital 2003 - 2004
Four Seasons Hotels and Resorts 2000 - 2002
Arthur Andersen 1998 - 1999
Skills
Fundraising, Non-profits, Event Planning, Public Speaking, Social Media, Grant writing, Event Management, Nonprofits, Annual Giving, Community Outreach, Grants, Philanthropy, Grant Writing, Strategic Planning, Stewardship, Spanish, Volunteer Management
Education
University of Central Florida 2010 — 2013
Master's degree, Non-Profit/Public/Organizational Management
Stanford University 1994 — 1998
Bachelor of Arts (B.A.), Economics and International Relations
Fundayacucho- Programa Galileo 1993 — 1998
Merit-based scholarship
Academia Washington
Colegio Los Campitos
GI Partners August 2014 - Present
Vector Capital November 2009 - August 2014
Zephyr Management, L.P. 2006 - June 2010
Wasserstein & Co. 2002 - 2006
Wasserstein Perella 1996 - 2002
Ryka Inc. 1992 - 1995
Grantchester Securities (Wasserstein Perella) 1989 - 1992
Arthur Andersen 1984 - 1989
Education
State University of New York College at Buffalo 1980 — 1984
B.S., Accounting & Finance
Weil Gotshal and Manges November 2013 - Present
PricewaterhouseCoopers October 2003 - Present
KPMG June 2002 - September 2003
Arthur Andersen 2000 - 2002
Grant Thornton 1992 - 1996
Kramer Regen Benz & Zitolo 1989 - 1992
Skills
Corporate Tax, Tax, International Tax, Internal Controls, Tax Research, Tax Accounting, International Tax..., Corporate Finance, CPA, GAAP, Income Tax, Mergers & Acquisitions
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Accounting
Elmont Memorial High School
Paris-Kirwan Associates, Inc January 1997 - Present
Paris-Kirwan Associates January 1991 - January 1997
Rochester Area Multiple Sclerosis January 1988 - January 1991
Arthur andersen 1986 - 1988
Skills
Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Umbrella, Umbrella Insurance, Legal Liability, Professional Liability, D&O, Liability, Brokers, Commercial Lines, Employment Practices..., Reinsurance, General Insurance, Claim, Underwriting
Education
University at Buffalo 1984 — 1986
MBA, Accounting
State University of New York College at Oswego 1979 — 1983
BS, Business
Allan E Bavolek & Associates LTD Certified NASA HPDE InstructorNASA Midwest, Inc.2007 - Present
NASA National Auto Sport Association August 2007 - October 2009
Arthur Andersen World Headquarters January 1994 - September 1995
Arthur Andersen 1964 - 1995
Skills
Financial Reporting, CPA, Mergers & Acquisitions, Auditing, Financial Accounting, Management, Tax, Internal Controls, SEC filings, Accounting, Financial Analysis, Managerial Finance
Education
St. Joseph's College (IN) 1960 — 1964
Bachelor of Science, Accounting
FFTW January 2013 - Present
JPMorgan Chase December 2010 - December 2012
Moody's Investors Service June 2007 - December 2010
Citigroup Global Markets Inc June 2003 - December 2007
Arthur Andersen June 2000 - June 2001
Skills
Core Java, SQL, VBA, C#, Java, Unix, Perl, Sybase, Software Development, C++, SDLC, Business Analysis, Agile Methodologies, Eclipse, Fixed Income
Education
Stevens Institute of Technology 1998 — 2003
B.E, Computer Engineering
Foggy Mountain Designs July 1997 - Present
Vantage Foods April 2007 - July 2008
Protocol Marketing October 2003 - November 2005
Jackson Hewitt May 2002 - February 2003
Arthur Andersen December 1996 - May 2002
Education
State College of Florida-Manatee-Sarasota 1986 — 1992
Special, Computer Science
Insero & Company CPAs, P.C. October 2002 - Present
PricewaterhouseCoopers June 2002 - October 2002
Arthur Andersen September 2000 - June 2002
The Penn Traffic Company June 1999 - August 2000
PricewaterhouseCoopers December 1994 - May 1999
Skills
US GAAP, Auditing, Internal Controls, SEC filings, Financial Reporting
Education
State University of New York College at Oswego
Bachelors of Science, Accounting and Marketing
A&E Television Networks 2000 - Present
Clairol 1997 - 2000
Bristol-Myers Squibb 1995 - 1997
Arthur Andersen 1991 - 1995
Skills
Forecasting, Strategic Financial..., Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1991
MBA, Accounting
The University of Western Ontario 1985 — 1988
BA, Economics
S&S Motorsports of Sarasota 2010 - 2014
Sarasota, FL 2010 - January 2011
Sarasota, FL 2010 - 2010
Arthur Andersen 1997 - 2002
Education
State College of Florida-Manatee-Sarasota 2003 — 2007
Liberal Arts, Engllish, Science
Gloversville High School 1974 — 1977
Regents, Art, English, French
Ideal Image Development Corp August 2010 - Present
Opus South Corporation 2003 - August 2010
Ernst & Young 2002 - 2003
Arthur Andersen 1999 - 2002
Skills
GAAP, SEC filings, Accounting, Budgets, Financial Reporting, General Ledger, Internal Controls, Sarbanes-Oxley Act
Education
Stetson University 1998 — 1999
Masters, Accounting
Stetson University 1994 — 1998
BS, Accounting
ManpowerGroup March 2012 - Present
Harley-Davidson Motor Company August 2010 - March 2012
Jefferson Wells January 2006 - February 2010
Rockwell Automation May 2002 - December 2005
PricewaterhouseCoopers 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Tax Accounting, Corporate Tax, International Tax, Tax, Transfer Pricing, FAS109, Tax Research, Accounting, Financial Reporting, Income Tax, Payroll, Forecasting, Sarbanes-Oxley Act, Mergers, FIN 48, Due Diligence, Access, CPA, Auditing, Restructuring, Tax Advisory
Education
St. Norbert College 1988 — 1991
Bachelors
University of Wisconsin Law School
Juris Doctor (JD)
Presti & Naegele July 2007 - Present
BDO Seidman, LLP June 2006 - July 2007
Ernst & Young May 2002 - June 2006
Arthur Andersen September 2000 - May 2002
Skills
Corporations, Tax Accounting, Tax, Corporate Tax, Tax Research, Tax Preparation, Tax Returns, Partnership Taxation, Accounting, Income Tax, US Tax, QuickBooks, S Corporations, Tax Law, State Tax, US GAAP, Financial Reporting, ProSystem fx Tax, Microsoft Excel, Microsoft Office, Certified Fraud Examiner
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2000
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BS, Accounting
St. Francis Preparatory School 1991 — 1995
High School
CohnReznick LLP October 2012 - Present
Reznick Group January 2004 - October 2012
Arthur Andersen June 2000 - May 2002
Skills
Auditing, GAAP, CPA, Accounting, US GAAP, SEC filings, Financial Statements, Assurance, Financial Accounting, Internal Controls, External Audit, Forensic Accounting, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax
Education
Western Carolina University 2003 — 2004
MaCC, Accounting
Stella Maris College 1997 — 2000
B.Com, Accounting
Datapipe January 2014 - Present
Sidera Networks August 2010 - May 2013
RCN January 2008 - August 2010
RCN 2004 - 2008
RCN 2002 - 2004
Resources Global Professionals 1999 - 2002
Independent Consultant 1997 - 1998
Accenture 1995 - 1996
Putnam Investments 1990 - 1993
Arthur Andersen 1986 - 1990
Skills
Cross-functional Team..., Business Development, Finance, Mergers, Telecommunications, Vendor Management, Strategic Financial..., Strategic Planning, Contract Negotiation, Financial Analysis, Forecasting, Capital Markets, Debt & Equity Financing, Exit Process, Financial Reporting, Investor Relations, Turn Around Management, Cable Television, Business Process..., Cost Management, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Financial Planning
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business
University of Notre Dame 1982 — 1986
BBA, Business - Accounting
Loews Cineplex Entertainment 1999 - 2006
Deloitte & Touche 1997 - 1999
Arthur Andersen January 1996 - November 1997
Skills
Accounting, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, General Ledger, CPA, Management, Sarbanes-Oxley Act, Strategic Planning, Tax, Tax Accounting
Education
State University of New York College at Oswego 1990 — 1995
Bachelor of Science, Accounting
ICON Compliance Services, LLC August 2012 - Present
GVS Consulting February 2011 - Present
Diabetes Foundation,Inc 1995 - Present
Integrated Packaging Corporation 2010 - 2011
Henningsen Foods, Inc. 1998 - 2010
Gibbons, Del Deo, Dolan & Vecchione 1997 - 1998
PwC 1994 - 1997
Salomon Brothers 1989 - 1993
Arthur Andersen 1982 - 1989
Roseland Office of Arthur Andersen 1971 - 1982
Skills
Financial Reporting, Internal Controls, Accounting, Managerial Finance, Financial Analysis, US GAAP, Consolidation, Mergers, GAAP, Cash Flow, Auditing, Forecasting, Cost Accounting, Risk Management, Strategic Financial..., Due Diligence, Budgets, Business Planning, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Restructuring, Financial Accounting, Cash Management, Finance, IFRS, Internal Audit, Financial Audits, Financial Modeling, Acquisition Integration, Tax, CPA, Revenue Recognition, Executive Management, Enterprise Risk..., Working Capital..., Cash Flow Forecasting, Sarbanes-Oxley, Forensic Accounting, Divestitures, Business Valuation, General Ledger, SEC Filings, Financial Planning
Education
St. Francis University 1967 — 1971
BS in Business Administration, Accounting
DePaul HS
The Blackstone Group May 2011 - Present
The Blackstone Group May 2009 - April 2011
The Blackstone Group August 2002 - May 2009
Consultant January 2001 - December 2002
Arthur Andersen September 1981 - January 2001
Skills
Private Equity, Hedge Funds, Valuation, Due Diligence, Corporate Finance, Asset Management, Investments, GAAP, Accounting, Financial Analysis, Tax, Venture Capital, Financial Modeling, Financial Structuring, Financial Reporting, SEC filings, Restructuring, Mergers & Acquisitions, Business Valuation, IPO, US GAAP
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1981
BS, Accounting
KBR August 2011 - June 2012
KBR August 2009 - August 2011
LyondellBasell March 2000 - July 2009
Invatec 1997 - 1999
Arthur Andersen 1991 - 1997
Skills
US GAAP, SEC reporting, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Consolidation, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Cost Accounting, SAP, Financial Audits, IFRS, Cash Flow Forecasting, Hyperion Enterprise, Financial Analysis
Education
Stephen F. Austin State University 1989 — 1991
BBA, Accounting
independent consultant January 2013 - Present
Deloitte 2002 - Present
Arthur Andersen September 1990 - May 2002
Arthur Andersen LLP 1990 - 2002
Skills
Tax Advisory, Tax Law, Tax, Due Diligence, Corporate Tax, Transfer Pricing, Financial Analysis, Mergers, International Tax, Corporate Finance, Private Equity
Education
Syracuse University 1975 — 1979
M.A., PhD, Economics
St. Lawrence University 1971 — 1975
BA, Economics
Affiliated Managers Group November 2011 - Present
Liberty Mutual Insurance December 2008 - November 2011
Cabot Corporation 1998 - 2008
Arthur Andersen 1995 - 1998
Skills
International Tax, Corporate Tax, Internal Controls, FIN 48, GAAP, Tax Research, Financial Reporting, Income Tax, Tax Law, CPA, SEC filings, Auditing, Transfer Pricing, US GAAP, Sarbanes-Oxley Act, Tax, Tax Accounting
Education
Suffolk University Law School 1992 — 1995
JD
New York University, Stern School of Business 1984 — 1985
MS, Accounting
Williams College 1980 — 1984
BA, Political Economics
Westminster Capital October 2014 - Present
Red Cypress Advisors September 2011 - October 2014
Capstone Advisory Group February 2004 - September 2011
Codding Investments, Inc. 2008 - 2009
Capstone Advisory Group 2002 - 2008
Arthur Andersen 1999 - 2002
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Sociology
Stanford University
MA, Sociology
Paperocks 2005 - Present
Sonic Automotive Group 2002 - 2005
Shen Automotive Group 1989 - 2002
PwC 1987 - 1989
Peat Marwick 1985 - 1987
Arthur Andersen 1984 - 1985
Skills
Microsoft Excel, Strategic Planning, Negotiation, Project Management, Microsoft Word, Process Improvement, Manufacturing, PowerPoint, Customer Service, Continuous Improvement, Change Management
Education
UC Berkeley 1983 — 1987
Bachelor of Science (BS), Accounting/Finance
Stanford Graduate School of Business
SMC Consulting, LLC July 2011 - Present
The Turner Corporation January 2005 - July 2011
Arthur Andersen January 1996 - January 2001
Coopers & Lybrand January 1989 - January 1996
American Mutual Insurance January 1984 - January 1989
Commercial Union January 1979 - January 1984
Education
Bryant College
Masters, Taxation
Suffolk University
BSBA, Accounting
Massachusetts Board of Public Accountancy
Self-employed September 2009 - Present
Gemini Trading May 2008 - September 2009
Self employed September 2004 - May 2008
Navigant May 2001 - September 2004
Arthur Andersen August 1998 - May 2001
Education
St. Norbert College 1994 — 1998
Accounting, Accounting
Fenwick
Tishman Speyer October 2009 - Present
Torys LLP December 2002 - October 2009
Arthur Andersen September 1999 - April 2002
Education
St. John's University School of Law
Doctor of Law (JD)
University of Notre Dame
Bachelor of Business Administration (BBA)
Chaminade High School
Wegmans Food Markets March 2014 - Present
Wegmans Food Markets 1998 - Present
Arthur Andersen 1994 - 1998
Skills
Accounting
Education
St. John Fisher College 1991 — 1994
BS, Accounting
-- 2004 - Present
North Shore Country Day School 2003 - 2004
KPMG 2002 - 2003
Hewlett-Packard 1999 - 2002
Taco Bell 1995 - 1997
Arthur Andersen 1993 - 1995
Education
Stanford University 1997 — 1999
Master of Arts (M.A.), Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
University of Southern California 1989 — 1993
Bachelor of Science (BS), Accounting
Fidelity Investments December 2014 - Present
Fidelity BioSciences June 2013 - November 2014
Fidelity Investments June 2006 - June 2013
Fidelity Investments March 1995 - May 2006
Arthur Andersen August 1990 - March 1995
Skills
Finance, Financial Analysis, Financial Modeling, International Tax, Tax
Education
Bentley College 1993 — 1996
Master of Science (M.S.), Taxation
Stonehill College 1986 — 1990
Bachelor of Arts, Accounting and Economics