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
Write Here Write Now 2010 - Present
Clark Consulting January 2008 - November 2009
Aon Consulting May 2001 - November 2007
Arthur Andersen January 1999 - April 2001
Seyfarth Shaw LLP January 1998 - January 1999
Deloitte & Touche July 1996 - January 1998
Skills
Copywriting, Content Marketing, Technical Writing, Insurance, Life Insurance, Copy Editing, Social Media Marketing, White Papers, Proofreading, Employee Benefits, Content Writing, Training, Non-Qualified Deferred..., Executive Pay, Benefits Design, Qualified Retirement..., Employment Contracts, Compensation & Benefits, B2B Marketing, Proposal Writing, Report Writing, Mergers & Acquisitions, Finance, Financial Services, Financial Accounting, Tax Law, Executive Benefit..., Management
Education
Tulane University
Juris Doctor (J.D.), Law
University of California, Los Angeles
Bachelor's Degree, Psychology
Quattro Business Strategies February 1996 - Present
OSRAM Sylvania 1991 - 1995
Arthur Andersen September 1982 - March 1991
Education
York University - Schulich School of Business 1992 — 1995
MBA, Finance
Universidad de Lima 1978 — 1982
Accounting and Audit
Paradigm August 2014 - Present
Coca-Cola (neXstep Beverages, LLC) April 2009 - August 2014
MACKEY & TANNER, L.L.C/ ROBERT HALF INT August 2008 - March 2009
Key Energy Services June 2005 - July 2008
INVENSYS March 2003 - May 2005
OSCA, INC. September 1998 - November 2002
BP April 1994 - June 1996
FINANCORP March 1992 - March 1994
BANCO MARACAIBO, S.A.C.A. September 1989 - February 1992
ARTHUR ANDERSEN January 1984 - August 1989
Skills
Consolidation, International Tax, Treasury, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Internal Audit, Auditing, Management, Cash Flow, Variance Analysis, Business Process, Financial Analysis, SEC filings, GAAP, IFRS, Finance, Hyperion Enterprise, Forecasting, Payroll, Accounts Payable, Accounts Receivable, Cost Accounting, Tax, Sarbanes-Oxley, Corporate Finance, Financial Audits, Budgets, ERP, Financial Statements, Hyperion
Education
CPA - CANDIDATE 2014 — 2015
Master of Business Administration (MBA)
CIA - CANDIDATE 2013 — 2014
Andres Bello Catholic University 1987 — 1989
Master, Business Administration; Finance
Universidad 'Santa María' 1979 — 1984
Bachelor, Accounting
Grant Thornton LLP November 2012 - Present
PCAOB March 2005 - October 2012
Deloitte March 2003 - February 2005
Arthur Andersen January 1999 - July 2002
U.S. Navy 1992 - 1996
Skills
Auditing, Risk Management, Business Process..., Sarbanes-Oxley Act, Process Improvement, Leadership, Internal Controls, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Management Consulting
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1998
MBA, Finance, IT
United States Naval Academy 1988 — 1992
Bachelor of Science (BS)
CAE July 2014 - Present
Barcel USA January 2012 - August 2014
LALA USA May 2008 - January 2012
MONTGOMERY PROFESSIONAL SERVICES CORPORATION January 2007 - March 2008
THE RICE COMPANY 2001 - 2007
Investools 2004 - 2006
E. PEREYRA INVERSIONES 2004 - 2005
ARTHUR ANDERSEN January 1996 - January 1999
Skills
Working Capital..., Financial Reporting, Financial Analysis, Forecasting, Internal Controls, Mergers & Acquisitions, SAP, Account Reconciliation, General Ledger, Strategic Planning, Fixed Assets, Financial Statements, Finance, Accounting, Accounts Receivable, Accruals, Management
Education
University of California, Berkeley 1999 — 2000
Certificate, Business Administration
ESAN SCHOOL OF BUSINESS
Universidad de Lima 1991 — 1996
Accounting, Bachelor of Science Degree, Accounting
LBMC March 2009 - Present
Arthur Andersen June 1989 - January 2000
Skills
Audits of Employee..., Auditing, CPA, Assurance, Accounting, Financial Reporting, Internal Controls, GAAP
Education
Tulane University - A.B. Freeman School of Business
BSM, Accounting
EDP Renováveis September 2008 - Present
Price Waterhouse September 2006 - September 2008
Promotora de Informaciones, S.A. July 2003 - June 2006
Arthur Andersen September 2001 - June 2003
Skills
SOX, Internal Controls, Internal Audit, Audit, Auditing, Sarbanes-Oxley Act, Financial Accounting, External Audit, IFRS, Financial Audits, Financial Risk, Management Consulting, Business Process, Mergers & Acquisitions, Finance, Risk Assessment, Financial Analysis, Financial Reporting, Financial Statements, Consolidation, Corporate Finance, Managerial Finance, Accounting, Due Diligence, Financial Modeling, Project Finance, Enterprise Risk..., SAP, Risk Management, Corporate Governance
Education
Universidad Autónoma de Madrid 1997 — 2001
Administracion y Direccion de Empresas, Auditoria
Universidad Autónoma de Madrid 1997 — 2001
Business Administration and Management, General
Bryan Cave January 2012 - Present
Holme Roberts & Owen LLP October 2003 - December 2011
Phelps Dunbar LLP 1997 - 2003
Price Waterhouse 1993 - 1995
Sole Practitioner 1983 - 1991
Arthur Andersen 1980 - 1983
Skills
Executive Compensation, Employee Benefits, Executive Pay, Corporate Governance, ERISA, Profit Sharing, Defined Benefit, Joint Ventures, Deferred Compensation, Qualified Retirement..., Securities Regulation, Mergers & Acquisitions, Tax Law, Tax
Education
Tulane University Law School 1995 — 1998
J.D.
University of New Orleans 1990 — 1993
M.S., Accounting - Taxation
Western State College 1976 — 1980
B.A., Accounting
Nordstrom December 2013 - Present
Nordstrom March 2012 - Present
Nordstrom March 2009 - April 2012
Nordstrom January 2007 - March 2009
Nordstrom 2004 - 2007
Marriott International 1999 - 2002
Arthur Andersen October 1996 - July 1998
Willamette Valley Inc. June 1994 - September 1996
Skills
Business Strategy, Business Growth, Customer Experience, Strategic Leadership, Cross-functional Team..., Retail Industry, Fashion Retail, Marketing Strategy, Market Research, Management Consulting, Brand Development, Brand Management, Competitive Intelligence, Research and Analysis, Business Case, Project Implementation, Market Planning, Marketing, Retail, Analytics, Business Development, Marketing Research, Product Development, Market Analysis, Strategic Planning, Sales, Fashion, Leadership, Project Planning, Analysis, P&L Management, Business Planning, E-commerce, Customer Insight, Financial Analysis, Product Marketing, Product Launch
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Strategy and Marketing
Willamette University 1990 — 1994
BA, Business Economics, Spanish
Universidad de las Américas, A.C. 1993 — 1993
Business, Spanish
FutureSense, Inc. July 1995 - Present
Schoolfy March 2013 - Present
Sonoma State University January 2013 - February 2015
Becket Chimney Corners YMCA September 2008 - September 2014
Bright Line Films 2007 - 2009
Arthur Andersen November 1997 - June 2001
W F Corroon (now Buck Consultants) July 1988 - July 1995
The Wyatt Company (now Towers Watson) October 1983 - July 1988
Meidinger, Inc. (now Mercer) July 1981 - October 1983
Emery Worldwide February 1981 - July 1981
Skills
Strategy Development, Compensation, Organizational..., Strategic Communications, Executive Compensation, Conference Speaking, Deferred Compensation, Executive Pay, Public Speaking, Diversity Training, Leadership Development, Strategy, Performance Management, Strategic Planning, Employee Engagement, Team Building, Employee Benefits, Management, Leadership, Employee Relations, Change Management, Human Resources, Nonprofits, Business Strategy, Personnel Management, Conflict Resolution, Healthcare, Executive Management, Coaching, Organizational Design, Program Management, Executive Coaching, Consulting, Mergers & Acquisitions, Social Networking, Executive Compensation..., Marketing, HR Consulting, HRIS, Management Consulting, Start-ups, Organizational..., Executive Development, New Business Development, Recruiting, Succession Planning, Culture Change, Business Analysis, Staff Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Organization Behavior and Development
Trinity College-Hartford 1970 — 1974
BA, Psychology and Economics
Diageo 2012 - Present
Diageo 2011 - 2012
Diageo October 2006 - 2011
Diageo 2005 - 2006
Diageo 2004 - 2005
Diageo 2002 - 2004
Arthur Andersen 1999 - 2002
Skills
Corporate Finance, Financial Accounting, Business Strategy, Auditing, Forecasting, Business Planning, Managerial Finance, SAP, Budgets, Strategic Financial..., Restructuring, Management, Financial Analysis, Finance, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Change Management, ERP
Education
CIMA Intermediate Level
Universidad Metropolitana (VE)
Master in Tax Management, Taxation
Universidad Católica Andrés Bello 1993 — 1998
Public Accountant, major
GoDaddy.com June 2006 - Present
Jabil October 2003 - June 2006
MGM August 1998 - October 2003
Oakley June 2002 - September 2002
Arthur Andersen August 1996 - August 1998
Skills
Project Management, Analytics, E-commerce, Cross-functional Team...
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
UCLA 1992 — 1996
Bachelor of Science (BS), Math/Applied Science with Specialization in Computer Science
Axios Associates October 2004 - Present
William Jermyn & Associates May 1988 - Present
Irish Canadian Development Institute March 1993 - October 2012
Irish Trade Board March 1984 - 1988
Irish Trade Board September 1980 - March 1984
Irish Trade Board September 1978 - September 1980
Irish Trade Board September 1973 - September 1978
Arthur Andersen 1972 - 1973
Department of Posts and Telegraphs 1971 - 1972
Skills
Strategic Planning, Marketing Strategy, New Business Development, Market Research, Social Media, Business Strategy, Management, Strategy, Management Consulting, Business Development, Start-ups, Entrepreneurship, Strategic Partnerships, Training, Business Planning
Education
Trinity College Dublin 1967 — 1971
BA & BAI, Engineering & Economics
Exelon March 2014 - Present
Constellation an Exelon Co. January 2011 - March 2014
Constellation Energy July 2006 - May 2011
Constellation Energy January 2003 - July 2006
Arthur Andersen 1998 - 2002
Education
Towson University 1995 — 1998
BS, Accounting
Amcor December 2009 - Present
Ernst & Young January 2008 - April 2009
Deloitte February 2005 - December 2007
Ernst & Young Venezuela March 2000 - August 2003
ARTHUR ANDERSEN September 1997 - December 1999
Skills
Cross-border..., Corporate Tax, International Tax, Accounting, Tax Advisory, Income Tax, Tax Law, Mergers & Acquisitions
Education
University of California, Los Angeles 2009 — 2010
Certificate in Accounting, Accounting
Tulane University Law School 1996 — 1997
LL.M., US Tax Emphasis
Universidad 'Santa María' 1993 — 1995
LL.M., Tax
Universidad 'Santa María' 1987 — 1993
Juris Doctor, Law
School name:
IBM April 2015 - Present
IBM March 2014 - March 2015
IBM March 2011 - May 2014
IBM Global Services October 2002 - April 2011
PwC Consulting July 2002 - October 2002
Arthur Andersen June 1998 - September 2002
Education
University of Southern California - Marshall School of Business 2008 — 2010
EMBA
Tulane University 1995 — 1999
Business, Economics
Tulane University - A.B. Freeman School of Business 1995 — 1999
San Francisco Investment Management May 2009 - Present
Crosslink Capital September 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Arthur Andersen September 1995 - June 1998
Skills
Investments, Mutual Funds, Equities, Strategy, Investment Management, Venture Capital, Mergers & Acquisitions, Private Equity, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Equity Research, Investment Banking, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
University of California, Berkeley
BS, Business
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP May 2011 - July 2014
Self Employed September 2010 - June 2011
Kroll January 2007 - September 2010
Navigant Consulting June 2002 - January 2007
Arthur Andersen September 1998 - June 2002
Coopers & Lybrand May 1995 - August 1997
Skills
Forensic Accounting, Litigation Support, Fraud Investigations, Fraud, FCPA, Sarbanes-Oxley Act, Forensic Analysis, Risk Assessment, Accounting, Expert Witness, Internal Audit, Litigation Consulting, Corporate Governance, Investigation, Internal Investigations, Financial Audits, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
BSM
Tulane University 1994 — 1998
BSM
JJ Pearce 1991 — 1994
Deloitte Tax 2002 - Present
Arthur Andersen 1998 - 2002
Skills
Tax Accounting, Income Tax, Tax Research, Tax, Tax Advisory, Personal Financial..., Shareholder Value, Gift Tax, Trust Services, Estate Tax Planning, Partnership Taxation, CPA, Big 4, Estate Planning
Education
Thomas More College 1995 — 1998
Accounting
JLT Specialty September 2014 - Present
Aon March 2003 - August 2014
Technology Sector 2000 - 2003
Credit Lyonnais 1991 - 2000
Arthur Andersen 1988 - 1991
Skills
Insurance, Mergers & Acquisitions, Private Equity, Leadership, Management, Investment Banking, Corporate Law, Corporate Development, Financial Risk, Sales, Property & Casualty..., D&O, Financial Analysis, Investments, Financial Modeling, Financial Planning
Education
Thunderbird School of Global Management 1986 — 1988
MBA, International Finance
University of Missouri-Columbia 1982 — 1986
BS, Finance
Ernst & Young May 2002 - Present
Arthur Andersen December 1999 - May 2002
Urology San Antonio January 1997 - October 1999
Education
Trinity University 1993 — 1999
BS, MS, Accounting and Finance
PwC October 2011 - Present
KPMG June 2008 - September 2011
CRA International May 2006 - May 2008
The Ballentine Barbera Group July 2005 - May 2006
KPMG LLP January 1997 - June 2005
The World Bank 1995 - 1996
Arthur Andersen 1995 - 1995
Skills
Transfer Pricing, International Tax, Due Diligence, Mergers, Tax, Financial Modeling, Valuation, Financial Analysis, Restructuring, Private Equity, Corporate Finance, Business Valuation
Education
The University of Chicago 1992 — 1994
MA
Tufts University 1988 — 1992
BA
Chatham High School 1983 — 1988
Allergan September 2013 - Present
Epson America June 2010 - September 2013
Tickets.com January 2008 - September 2009
Avery Dennison November 2006 - December 2007
ConAgra Foods August 2005 - June 2006
Del Monte Foods June 2004 - August 2004
Arthur Andersen 1998 - 2002
Skills
Project Management, Social Media Marketing, Cross-functional Team..., Strategic Partnerships, Competitive Analysis, Marketing, Product Management, Budgets, Product Marketing, Forecasting, Database Marketing, Leadership, Change Management, Marketing Communications, Strategic Planning, Management, Strategy, Brand Management, Marketing Strategy
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
B.A.
Mitsui Sumitomo Insurance Group February 2008 - Present
Mueller Industries July 2004 - February 2008
Union Planters Corporation 2003 - 2004
Marsh 2000 - 2003
Arthur Andersen 1998 - 2000
Price Waterhouse Coopers 1976 - 1979
Skills
Insurance, Claims Management, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Employee Benefits, Management, Legal Liability, Claim, Professional Liability, Enterprise Risk..., Liability, Reinsurance, Underwriting, General Insurance, Litigation Management, Casualty, Financial Risk, Process Improvement, Life Insurance, Auditing, Commercial Lines, Casualty Insurance, Change Management, D&O, Brokers, Operations Management
Education
Union University 1992 — 1994
B.S., Education - Learning Foundations
Overton
Cisco January 2014 - Present
Sourcefire 2010 - January 2014
IBM January 2005 - November 2010
Internet Security Systems 2001 - 2006
IBM Internet Security Systems September 2003 - January 2005
IBM Internet Security Systems July 2002 - September 2003
IBM Internet Security Systems January 2001 - July 2002
Arthur Andersen September 1999 - January 2001
Arthur Andersen September 1997 - September 1999
Arthur Andersen March 1993 - September 1997
Skills
Security, Information Security, IPS, Network Security, Vulnerability Management, Computer Security, Management, Information Security..., Strategy, Intrusion Detection, Risk Assessment, Vulnerability Assessment, Managed Services, Penetration Testing, Internet Security, Pre-sales, Professional Services, Channel Partners, IDS, Networking, Strategic Partnerships, CRM
Education
Universidad Externado de Colombia
Master of Business Administration (Executive Program)
Universidad de Los Andes 1986 — 1993
Bachelor of Science Software Engineering and Computer Science
Attuned Business Solutions, LLC January 2013 - Present
DLC, Inc. 2007 - 2012
PacifiCare, a United Healthcare Company 2005 - 2007
Protiviti 2004 - 2005
DLC 2003 - 2004
Arthur Andersen 1997 - 2002
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Webster University
BA, Accounting
BBVA Corporate & Investment Banking 2011 - Present
Trinity Commons Foundation 2010 - Present
The Presidio Group 2008 - 2011
Price College of Business - MBA Advisory Board 2000 - 2010
Citi Capital Strategies 2006 - 2008
Citigroup Corporate and Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Salomon Brothers 1996 - 1996
Arthur Andersen 1991 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of Oklahoma - Price College of Business 1987 — 1991
BBA, Accounting
The BSC Group September 2009 - Present
Beacon Realty Capital February 2005 - August 2009
GE Business Properties September 2002 - February 2005
Heller Financial GE Capital March 2001 - July 2002
Arthur Andersen September 1997 - October 1999
Skills
Real Estate Economics, Investment Properties, Portfolio Management, Real Estate, Due Diligence, Structured Finance, Investments, Commercial Real Estate, Investors, Property, Capital Markets, Leveraged Finance, Asset Management, Brokerage, Real Estate Development, Underwriting, Leases, Loan Origination, Real Estate Transactions
Education
University of Illinois Urbana-Champaign 1994 — 1998
BS Accountancy, Accounting Finance
Union College 1993 — 1994
WHI November 2008 - Present
Zacks Investment Research November 1999 - October 2008
Arthur Andersen December 1995 - October 1999
Skills
Series 7, Series 24, Series 28, Series 55, Series 66, Series 87, FINRA, Securities, Alternative Investments, Asset Management, Asset Managment, Uniform Combined State..., Financial Services, Equities, Portfolio Management, Investments
Education
Thomas Edison State College 1988 — 1990
BS, Accounting
Cardtronics September 2013 - February 2015
Cardtronics November 2012 - August 2013
Cardtronics October 2010 - October 2012
Cardtronics June 2004 - November 2010
Sternhill Partners January 2003 - June 2004
Q Services, Inc. October 2001 - December 2002
Convio January 2001 - July 2001
pcOrder.com September 1998 - December 2000
Arthur Andersen September 1990 - September 1998
Skills
Accounting, Finance, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Cash Management, Financial Modeling, Process Improvement, Auditing, Internal Controls, Forecasting, US GAAP, GAAP, Banking, Due Diligence, Internal Audit, Risk Management, Payments, Business Development, Business Planning, Business Process..., Business Strategy, Consolidation, Corporate Finance, Cost Accounting, Executive Management, Financial Services, General Ledger, Managerial Finance, Mergers, Financial Accounting, SEC Filings
Education
Trinity University 1986 — 1990
BSBA, Accounting
Provide Commerce February 2009 - September 2010
The Active Network January 2005 - March 2008
KPMG April 2002 - May 2003
Arthur Andersen 1999 - 2003
Education
University of San Diego 1997 — 2000
Universidad Autónoma de Baja California 1995 — 1997
Accounting
Weichert Realtors Quinnipiac Properties September 2007 - May 2010
National Catholic Register 2006 - 2009
Cantor Fitzgerald 2000 - 2000
PRT Group 1999 - 1999
Automated Concepts Inc. 1996 - 1998
Choice Associates 1994 - 1996
Arthur Andersen 1989 - 1991
Education
Towson University
MS, Human Resources Development, GPA of 4.0
GE Capital July 2014 - Present
GE Capital June 2010 - June 2014
Experience Independent Consultant June 2009 - September 2010
Grant Thornton, LLP November 2003 - May 2009
International Truck and Engine (Navistar) May 2002 - September 2003
Arthur Andersen 1999 - 2002
Honeywell 1997 - 1998
Skills
Internal Audit, SOX, Manufacturing, CISA, Internal Controls, Risk Assessment, Compliance, Enterprise Risk..., Auditing, Audit, Management Consulting, Risk Management, IT Audit, Compliance Audits, Process Improvement, Business Process..., Risk Mitigation, Excel, Microsoft Office, Risk, Access, Word, Data Analysis, Sarbanes-Oxley Act, Financial Risk, Leadership, Accounting, Financial Analysis, Financial Accounting, Management
Education
Tuskegee University 1993 — 1997
Bachelor of Science
Whiskey House 2015 - Present
RSL Media January 2003 - Present
Corporate Source September 2006 - Present
The New York Enterprise Report March 2003 - January 2014
! 2013 - 2013
A Custom Magazine Publisher 2001 - 2002
PenOp 1998 - 2001
NutriPlus 1997 - 1998
Arthur Andersen 1991 - 1995
Skills
Small Business, Entrepreneur, Entrepreneurship, Marketing Strategy, International Business, Content Marketing, Contract Negotiation, Advertising, New Business Development, Integrated Marketing, Marketing, Strategy, Management, Sales, Publishing, Leadership, Social Media, Marketing Communications, Start-ups, Business Development, Social Media Marketing, Product Development, Business Strategy, Account Management, Public Speaking, B2B, Email Marketing, Strategic Partnerships, CRM, Lead Generation, Online Advertising, Online Marketing, Direct Marketing, Strategic Planning, Digital Marketing, Public Relations, SEO, Event Planning, Digital Media, Event Management, E-commerce, Brand Development, Social Networking, Salesforce.com, Blogging, Enterprise Software, Digital Strategy, Networking, B2B Marketing, Facebook
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
MBA, Entrepreneurship/Entrepreneurial Studies
University at Albany, SUNY 1987 — 1991
BS, Accounting
River Road Consulting LLC January 2012 - Present
Fairfax Insurances Limited January 2005 - Present
Court Theatre, University of Chicago January 2007 - Present
Grant Thornton LLP January 2006 - July 2011
Grant Thornton LLP December 2003 - July 2011
Grant Thornton LLP January 2007 - June 2011
Atrion Corp December 2002 - December 2003
Arthur Andersen February 2002 - July 2002
Organic 2000 - 2002
Tellabs 1999 - 2000
Skills
Corporate Governance, Corporate Law, Mergers, Litigation Management, Cross-functional Team..., Executive Management, Regulatory Affairs, International Relations, Crisis Management, Board of Director..., Board of Directors, SEC filings, Mergers & Acquisitions, Arbitration, Auditing, Dispute Resolution, Finance, Strategy, Leadership, Governance, Litigation, Licensing, Commercial Litigation, Joint Ventures, Legal Writing, Intellectual Property, Risk Management
Education
University of Illinois College of Law 1970 — 1973
JD, Law
Tulane University 1967 — 1970
BA, Philosophy, Political Science
Maryland Health Services Cost Review Commission June 2013 - Present
Berkeley Research Group LLC January 2011 - June 2013
Navigant Consulting May 2003 - January 2011
Arthur Andersen 1987 - 2000
Skills
Health Care Reform, Management Consulting, Strategic Planning, Provider Payment, Expert Witness, Performance Improvement, Litigation Consulting, Regulation, Forensic Accounting, Litigation Support
Education
Towson University 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Twist January 2010 - Present
Pixie Dust Inc. August 2009 - January 2011
Fallon January 2000 - May 2007
FCB Impact 1997 - 2000
SJI Promotions 1994 - 1997
Arthur Andersen May 1993 - May 1994
WIS Television 1990 - 1992
Della Femina Rothschild Jeary & Partners June 1989 - July 1989
Education
Washington University in St. Louis - Olin Business School 1992 — 1994
MBA, Marketing
Tulane University 1986 — 1990
BA, Economics, Art History
Clayton High School
GE Capital July 2013 - Present
General Electric March 2009 - June 2013
General Electric 2007 - 2009
General Electric Capital October 1995 - January 2007
Arthur Andersen April 1991 - October 1995
KPMG 1986 - 1991
Skills
Treasury, Capital Markets, International, Structured Finance, Corporate Finance, Investment Management, Fixed Income, Debt, FX Options, ALM, Market Risk, Treasury Management, Cash Management, Investor Relations, Securitization, Mergers & Acquisitions, Bonds, Securities, Equities, Portfolio Management, Investment Banking, Trading, Financial Modeling, Credit Risk, Financial Structuring, Bloomberg, Finance, Derivatives, Private Equity, Hedging, Funding, Restructuring, Financial Risk, Emerging Markets, Due Diligence, Leveraged Finance, Project Finance, Acquisition Integration, Credit Analysis, Valuation, Financial Services, Financial Markets, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
M.B.A., Finance
Trinity College-Hartford 1981 — 1985
B.S., Psychology
Conifer Health Solutions July 2013 - Present
TransUnion November 2008 - July 2013
Connance, Inc. April 2008 - November 2008
Interpoint Partners, Inc. October 2007 - April 2008
Encore Capital Group, Inc. February 2006 - October 2007
Deloitte Consulting, LLP April 2003 - February 2006
Cap Gemini Ernst & Young August 2000 - April 2003
Arthur Andersen January 1999 - April 2000
Skills
Product Development, Healthcare, Healthcare IT, Hospitals, Revenue Cycle, Managed Care, Accounts Receivable, Strategic Planning, Process Improvement, Healthcare Management, New Business Development, Business Strategy, Management Consulting, Healthcare Information..., Sales Management, Executive Management, EHR, Leadership, HIPAA, Strategy, Healthcare Industry, Healthcare Consulting, Vendor Management, Business Development, Recruiting, Management, Analytics, Revenue Cycle Management, Mergers & Acquisitions, Medicaid, Medicare
Education
Trinity University 1997 — 1999
MS, Healthcare Administration
Trinity University 1993 — 1997
BS, Business Administration
Jani-King Gulf Coast December 2012 - Present
Jani-King Gulf Coast May 2007 - December 2012
Forbes Farms/Daelen Homes 2006 - 2007
Gennusa Law Firm 2003 - 2006
Ernst & Young 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Accounting, Financial Reporting, General Ledger, Internal Controls, Budgeting, GAAP, Quickbooks, Cost Accounting, Financial Analysis, Cash Management, Tax, Compliance, Revenue Recognition, Financial Accounting, Excel, Journal Entries, Accruals, Financial Management, US GAAP, Financial Control, Strategic Planning, CFOs, Fixed Assets, Consolidation, Budgets, QuickBooks, Financial Statements
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Accounting
Cohen Recycling November 2012 - Present
GALAXY ASSOCIATES, INC. (Acquired by DUBOIS CHEMICALS in April, 2012) January 2006 - November 2012
NATIONAL CITY/PROVIDENT BANK 2002 - 2005
Arthur Andersen January 1998 - January 2002
The Boswell Oil Company January 1988 - January 1998
BRIDGE ATLANTIC CORPORATION January 1985 - January 1988
Skills
Business Strategy, Asset Managment, Financial Reporting, Financial Structuring, Commercial Banking, Secured Financing, Corporate Tax, Internal Controls, Acquisitions, Acquisition Integration, Divestitures, Capital Structure, Finance, Asset Management, Restructuring, Private Equity, Risk Management, Venture Capital
Education
Thomas More College
Accounting, Economics, Computer Science
ClimateWorks Foundation April 2014 - Present
Fenton Communications October 2012 - September 2013
Waggener Edstrom Worldwide 2009 - October 2012
Pact Institute 2008 - 2009
Pact Inc. September 2003 - December 2008
Unisys Corporation May 2002 - August 2003
Andersen Business Consulting LLP 1995 - 2003
Arthur Andersen 1995 - 2000
Skills
Philanthropy, Strategy, Strategic Planning, Organizational..., Change Management, Partnerships, Business Development, Fundraising, Corporate Communications, Strategic Communications, Corporate Social..., Nonprofits, Non-profits, Sustainability, Climate Change..., Collaboration
Education
Tufts University - The Fletcher School of Law and Diplomacy 1992 — 1994
Masters, International relations
University of Geneva 1988 — 1992
Licence, International relations
University of Geneva 1987 — 1992
Bachelor's degree, International relations, economics, law, political science, history
Alvarez & Marsal April 2010 - Present
Ernst & Young LLP December 2000 - April 2010
Arthur Andersen 1998 - 2000
Skills
Forensic Accounting, Accounting, GAAP, GAAS, Data Analysis, Fraud, Certified Fraud Examiner, FCPA, Due Diligence, CPA, Internal Controls, AML, US GAAP, Litigation Consulting, Computer Forensics, Financial Statements, Private Investigations, Business Valuation, Management, Finance
Education
Tulane University - A.B. Freeman School of Business 1997 — 1998
MAACT, Accounting
Tulane University 1994 — 1997
BSM, Finance / Accounting / IT
James A. Dever / V.S. North
Bricks 4 Kidz January 2015 - Present
Lexicon Pharmaceuticals May 2002 - March 2015
Arthur Andersen 1999 - 2002
AIG VALIC June 1996 - 1999
Skills
Systems Analysis, Crystal Reports, Software, Integration, Microsoft Office, Database Design, Software Project..., Microsoft SQL Server, Jasper Reports, Oracle, Business Analysis, Project Management, Analysis, Data Analysis, Quality Assurance, Management, ERP, SharePoint, Leadership, Change Management, PMP, Software Documentation, IT Management, Databases, Requirements Gathering, Requirements Analysis, SQL, Process Improvement, Project Delivery, Software Development, SOX Compliancy, JDE Enterprise One, Sarbanes-Oxley Act
Education
The University of Texas-Pan American 1992 — 1996
BBA, Computer Informations Systems
Turner Broadcasting September 1998 - Present
Intertek Testing Services 1996 - 1998
Telenoticias del Mundo 1994 - 1996
Siderca 1987 - 1989
Arthur Andersen 1986 - 1988
Skills
Latin America, P&L Management, Portuguese, Joint Ventures, Multilingual, International Business, Mergers, Competitive Analysis, Financial Modeling, Strategy Development, Forecasting, Restructuring, Business Strategy, Financial Analysis, Strategic Planning, Contract Negotiations, Negotiation, Budgeting, Entertainment, Management Consulting, Due Diligence, Team Leadership, Spanish, Financial Planning, Valuation, Team Building, Budgets, Business Development, Contract Negotiation, Mergers & Acquisitions, Finance, Managerial Finance, Strategic Financial..., Strategy, Start-ups, Management, Strategic Partnerships, Accounting
Education
Universidad de Belgrano 1979 — 1983
CPA, Finance
San Cirano
Eastern Bank September 2012 - Present
Anglo Irish Bank September 2004 - January 2012
Anglo Irish Bank September 2004 - September 2007
KPMG September 2002 - May 2004
Arthur Andersen September 2000 - September 2002
Skills
Debt Restructuring, Negotiation, Banking, Debt, Credit, Loans, Financial Analysis, Financial Modeling, Financial Reporting, Real Estate, Corporate Finance, Real Estate Finance, Real Estate Investment, Real Estate Development, Leveraged Finance, Staff Development, Staff Management, Project Finance, Project Coordination, Workout, New Business Development, Customer Relations, Customer Service, Private Equity, Real Estate Economics, Credit Analysis, Due Diligence, Restructuring, Portfolio Management, Investment Properties
Education
Institute of Chartered Accountants in Ireland 2000 — 2004
ACA, Accountancy
Trinity College, Dublin 1996 — 2000
Economics
Oleen Pinnacle Healthcare Consulting 2010 - Present
Deloitte Consulting 2005 - 2009
BearingPoint 2005 - 2008
Perot Systems 2004 - 2005
Healthaxis 2001 - 2004
@bovehealth April 2000 - May 2001
Arthur Andersen 1998 - 2000
E&Y 1995 - 1998
AMISYS 1985 - 1995
Skills
Program Management, Business Development, Healthcare Information..., HIPAA, Business Analysis, Healthcare Industry, Leadership, Vendor Management, Medicare, Visio, Process Improvement, Business Process..., Healthcare Consulting, Healthcare, Strategic Planning, Project Management, Managed Care, SDLC, Strategy, Medicaid, Health Insurance, PMP, Data Analysis, Requirements Analysis, Performance Improvement, EMR, IT Strategy, EHR, Team Building, Hospitals, Management Consulting, Business Intelligence
Education
The University of Virginia's College at Wise
Cummings St. Thomas March 1996 - Present
Pinnacle Brands May 1995 - March 1996
Arthur Andersen September 1992 - October 1994
Education
Trinity University 1988 — 1992
BS, Accounting
Blue Springs High School 1985 — 1988
James Lewis
G53 January 2013 - Present
18 Advisors LLC July 2011 - December 2012
CELISTICS, MOVILWAY, SURE DESTINY October 2008 - December 2011
AMG Consulting Solutions 2003 - 2008
Superintendencia de Bancos de Venezuela 2002 - 2003
CLA Consultores 2000 - 2002
Arthur Andersen 1999 - 2000
Grant Thornton Venezuela 1995 - 1999
Ernst & Young 1987 - 1995
Skills
Estrategia empresarial, Liderazgo de equipos, Negociación, Consultoría de..., Administración y..., Planificación..., Desarrollo empresarial, Plan de negocio, Telecomunicaciones, Estrategia de..., Gerencia de ventas, Gestión de productos, Creación y desarrollo..., Gestión de proyectos, Cambio organizacional, Business Strategy
Education
University of California, Santa Barbara 1998 — 1998
Certificate Program, Business & Management
Universidad Central de Venezuela 1984 — 1989
CPA, Contador Público
Hewlett-Packard October 2013 - Present
Currensee June 2012 - October 2013
Taylor Growth Co. March 2010 - October 2013
Global Asset FX 2007 - 2010
ManTech SMA 2004 - 2006
New Mexico Institute of Mining and Technology 2001 - 2004
Arthur Andersen 2000 - 2001
US Air Force 1993 - 2000
Skills
Project Management, DoD, Risk Management, Information Assurance, Leadership, Strategy, Analysis, Portfolio Management, Management, Process Improvement, Strategic Partnerships, Intelligence, Management Consulting, Strategic Planning, Program Management, Systems Engineering, Air Force, Investments, Integration, Mergers & Acquisitions, Proposal Writing, Government, Operations Management, PMP
Education
University of Southern California 1994 — 1996
M.S.
United States Air Force Academy 1989 — 1993
B.S.
Carlsbad High School 1987 — 1989
Family Office 2014 - Present
Citadel LLC 2012 - 2013
Visium Asset Management 2008 - 2012
Cumberland LLC 2001 - 2007
Tellme Networks 1999 - 2001
Goldman Sachs 1998 - 1998
Sony 1994 - 1997
Arthur Andersen 1991 - 1993
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
USC
Bachelor of Science (BS), Accounting
PetroNova Inc. May 2015 - August 2015
PetroNova Inc. August 2011 - April 2015
Petrodorado Energy Ltd. May 2011 - August 2011
ResMor Trust Company December 2009 - April 2011
Ernst & Young September 2005 - 2009
Ernst & Young Venezuela July 2002 - August 2005
Arthur Andersen January 1994 - July 2002
Skills
Internal Controls, Sarbanes-Oxley Act, IFRS, Financial Reporting, US GAAP, Auditing, Accounting, GAAP, External Audit, Risk Management, Enterprise Risk..., Assurance, Financial Statements, Management, Financial Analysis, Sarbanes-Oxley, SAP, Finance, Energy Industry, Project Management, Tax Accounting, Financial Accounting
Education
Certified Management Accountants of Alberta - Executive Program 2007 — 2008
CMA, Management Accounting
Universidad Católica Andrés Bello 1990 — 1995
Bachelor of Commerce in Accounting, Accounting
Klacik & Associates, PC 1994 - Present
Stout Causey & Horning October 1993 - November 1994
Arthur Andersen May 1990 - October 1993
Skills
Accounting, Tax, Financial Reporting, Income Tax, Auditing, General Ledger, QuickBooks, Internal Controls, Financial Accounting, Tax Preparation, Corporate Tax, Account Reconciliation, CPA, Financial Analysis, Accounts Receivable, Accounts Payable, Tax Accounting
Education
Towson University 1984 — 1990
BS, Accounting
Our Lady of Lourdes, Shamokin, PA
Developing World Project July 2012 - September 2013
Caesars Entertainment, Inc. December 2008 - January 2012
Caesars Entertainment Corporation December 2006 - December 2008
Caesars Entertainment Corporation February 2006 - April 2007
Caesars Entertainment Corporation January 2006 - December 2006
Caesars Entertainment Corporation March 2005 - December 2005
Caesars Entertainment Corporation March 2004 - March 2005
Caesars Entertainment Corporation April 2002 - March 2004
Arthur Andersen September 2001 - February 2002
Jackson & Rhodes, LLC July 2000 - August 2001
Education
Tulane University 1996 — 2000
BSM, Finance, Biology
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance
JFK Highschool
Agave Health, Inc. July 2013 - Present
Southwest Behavioral Health Services October 2002 - Present
Arizona Department of Health Services July 2000 - October 2002
TERROS 1999 - 2000
Arizona Health Care Cost Containment System (AHCCCS) July 1996 - December 1997
Arizona Health Care Cost Containment System (AHCCCS) August 1994 - July 1996
Arthur Andersen 1990 - 1994
Skills
Strategic Planning, Financial Reporting, Accounting, Business Planning, Healthcare, Financial Analysis, Contract Management, Analysis, Internal Controls, Auditing, Management Consulting, Microsoft Office, Managerial Finance, Budgets, QuickBooks, Financial Modeling, Management, Training, Nonprofits, Contract Negotiation, Forecasting, Data Analysis, Investments, Due Diligence, Payroll Analysis, HUD, Mental Health, Housing Management, Facilities Management, Single Audit, Capital Projects, Bonds, Medicaid, Behavioral Health, Process Improvement, Leadership, Payroll, Invoicing, Insurance, Accounts Receivable, Financial Accounting, Accounts Payable, HIPAA, Budgeting, SEC reporting, Mergers, Financial Management, Compliance, GAAP, Program Development
Education
University of Arizona 1988 — 1990
BSBA, Accounting
United States Air Force Academy 1986 — 1987
Electrical and Electronics Engineering
Normandale Community College 1986 — 1986
Accounting
Capital One Bank December 2011 - Present
Capital One Bank July 2010 - November 2011
Chevy Chase Bank , a division of Capital One February 2003 - July 2010
American Stock Transfer & Trust May 2002 - October 2002
American Stock Transfer & Trust February 2002 - April 2002
DF King Co. - Bank of NY call center November 2001 - February 2002
Arthur Andersen January 2001 - July 2001
Citibank N July 1998 - January 2001
MVB Events and Catering March 1994 - January 2000
Skills
Leadership, Banking, Team Leadership, Sales Management, Retail Banking, Credit, Consumer Lending, Small Business Lending, Team Building, Analysis, Human Resources, Loans, Training, CRM, Branch Banking, Portfolio Management, Management, Commercial Banking
Education
Empire State College SUNY- New York2008Branch Management SchoolCenter for Financial Training2003 1994 — 1998
B.S, Business and Economics
Universidad Católica Boliviana 1994 — 1998
Tourism Management, Tourism and Travel Services Management
BKD, LLP October 2006 - Present
Beacon Alliance September 2003 - October 2006
BTEK Software, Inc July 2001 - September 2003
Arthur Andersen January 1998 - June 2001
SM Shaver &Co. August 1995 - December 1997
US Army June 1993 - July 1995
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Risk Management, CPA, Management, Business Process, Finance, Accounting, IT Audit, Financial Analysis, Financial Reporting, Tax, Corporate Governance, Financial Risk, Leadership
Education
United States Military Academy at West Point 1989 — 1993
BS, Economics, Minor in Systems Engineering
SB & Company, LLC February 2005 - Present
Municipal Mortgage & Equity, LLC April 2002 - August 2003
Arthur Andersen December 1998 - April 2002
Skills
GAAP, Tax, Auditing, Financial Reporting, Accounting, QuickBooks, Internal Audit, Internal Controls, Tax Preparation, Financial Accounting, Sarbanes-Oxley Act, Assurance, CPA, US GAAP, Financial Statements, General Ledger, Financial Audits, Financial Analysis, External Audit, Revenue Recognition, Consolidation, Enterprise Risk..., Forecasting, SOX 404, Mergers, IFRS, COSO, Due Diligence, Big 4
Education
Towson University 1996 — 1998
BS, Accounting
Trevino Family Investments September 2007 - Present
Alpha Chi Omega - Pi Chapter September 2009 - December 2011
Ten Speed Press November 2007 - June 2009
C.H. Newton Builders, Inc. October 2005 - August 2007
World Premier Investments 1999 - 2003
HCP 1997 - 1999
Arthur Andersen June 1995 - October 1997
Skills
Books, Financial Planning, Budgeting, Financial Reporting, Accounting, SEC reporting, Quickbooks, Forecasting, Tax, Financial Modeling, SOX, Due Diligence, Real Estate, Excel, Corporate Finance, Auditing, Financial Analysis, SEC filings, Budgets
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance/Accounting
University of California, Berkeley 1977 — 1982
Bachelor of Arts, Political Economics
Palos Verdes High School 1973 — 1977
Xenex Disinfection Services August 2015 - Present
Lancer Corporation September 2014 - July 2015
Imagine Homes September 2006 - September 2014
Richmond American Homes February 2004 - August 2006
Temple Inland April 2002 - February 2004
Arthur Andersen August 2000 - April 2002
Skills
Sarbanes-Oxley Act, Financial Analysis, Budgets, SEC filings, Internal Audit, Payroll, General Ledger, Revenue Recognition, Microsoft Excel, CPA
Education
Trinity University 1995 — 2000
Masters, Accounting
Leander High School 1991 — 1995
High school diploma
SnapComms February 2015 - Present
A local financial services startup November 2014 - February 2015
PIMCO June 2010 - November 2014
UCLA Anderson School of Management June 2011 - June 2012
Universidad Adolfo Ibáñez October 2011 - December 2011
SnapComms June 2011 - December 2011
CKGSB: Cheung Kong Graduate School of Business February 2011 - May 2011
PIMCO June 2004 - June 2010
PIMCO February 2002 - June 2004
Arthur Andersen September 1999 - December 2001
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
M.B.A.
University of Southern California - Marshall School of Business 1996 — 2000
B.S., Business Administration
Harbor Day School
NOVA Academy - Tools For Tomorrow
Teaching financial literacy to high school students
Barry Investment Advisors June 2015 - Present
LIN Media February 2013 - April 2015
KVH Industries Inc. August 2008 - February 2013
Ernst and Young 2002 - 2008
Arthur Andersen December 1998 - June 2002
Skills
Accounting, SEC reporting, Auditing, SOX, Internal Controls, Financial Reporting, Excel, Audit, US GAAP, GAAP, Consolidation, Revenue Recognition, Financial Accounting, Assurance, Financial Analysis, CPA, External Audit, Finance, IFRS, Internal Audit, Tax, General Ledger, Financial Statements
Education
Trinity University 1995 — 2000
BS, MS, Finance, Accounting
K&L Gates September 2008 - Present
Bowditch & Dewey, LLP 2007 - 2008
United States District Court for the Northern District of Illinois September 2006 - September 2007
United States Court of Appeals for the Federal Circuit 2005 - 2005
Cardiff Software 1999 - 2000
Cardiff Software 1999 - 2000
Arthur Andersen 1997 - 1999
Skills
Intellectual Property, Patent Prosecution, Appeals, Patent Litigation, Depositions, Trials
Education
Franklin Pierce Law Center 2003 — 2006
Juris Doctor
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
FHS
Tenaska February 2011 - Present
Omaha Community Playhouse June 1994 - Present
Tenaska October 2006 - February 2011
Tenaska January 2003 - October 2006
Tenaska November 1999 - January 2003
Woodmen of the World 1991 - 1999
Arthur Andersen January 1988 - March 1991
Skills
Financial Analysis, Project Finance, Private Equity, Mergers, Energy, Financial Modeling, Due Diligence, Corporate Finance, Executive Management, Arts Administration, Mergers & Acquisitions, Contract Negotiation, Analysis, Renewable Energy, Strategic Planning, Business Strategy, Accounting, Finance, Valuation, Tax, Asset Management, Risk Management, Venture Capital, Financial Structuring, Acquisitions
Education
University of Nebraska-Lincoln 1984 — 1987
BSBA, Accounting
United States Air Force Academy 1983 — 1984
Aloft Leawood - Presidian 2007 - Present
Presidian Companies 1989 - Present
USAA February 1984 - June 1989
Arthur Andersen & C0 February 1974 - February 1984
Arthur Andersen 1973 - 1984
Skills
Hospitality, Hotels, Resorts, Hospitality Industry, Hotel Management, Hospitality Management, Budgets, Real Estate Development, Management, Strategic Planning, Location Intelligence, Real Estate, Public Relations, Financial Analysis, Property Management, Project Management, Accounting, Customer Service, Real Estate Economics, Disposition, Brokerage, Due Diligence, Restaurants, Marketing
Education
The University of Texas School of Law 1971 — 1973
JD, Business/Tax
Washington and Lee University 1967 — 1971
BA, Commerce
Wells Fargo Technology & Commercial Banking December 2002 - Present
Bank of America Commercial Banking March 1993 - December 2002
Aceva Technologies July 2000 - November 2001
Arthur Andersen June 1990 - February 1993
Skills
Credit, Commercial Lending, Financial Services, Treasury Management, Cash Management, Portfolio Management, Loans, Commercial Banking, Banking, Cold Calling, Business Development, Credit Analysis
Education
UCLA Anderson School of Management 1997 — 2000
MBA
University of California, Los Angeles
BA
CEA Capital Advisors June 2000 - Present
Societe Generale August 1996 - June 2000
Westinghouse June 1995 - August 1995
Inversora Urbana January 1993 - June 1994
Arthur Andersen December 1990 - December 1992
Skills
Valuation, Mergers, Equities, Finance, Private Placements, Private Equity, Divestitures, Investment Banking, Leveraged Finance, Venture Capital, Financial Modeling, Emerging Markets, Structured Finance, Corporate Finance
Education
UC Berkeley 1994 — 1996
MBA, Finance
Universidad de Belgrano 1987 — 1991
BA, Accounting
McGladrey November 2008 - Present
GSI Group April 2007 - November 2008
Houghton Mifflin 2004 - 2007
Pricewaterhousecoopers 2002 - 2004
Arthur Andersen 1998 - 2002
Skills
Integration, ERP, Enterprise Software, Change Management, Consulting, Business Process, Outsourcing, Start-ups, SaaS, Process Improvement, Business Intelligence, Mergers, NetSuite
Education
Tufts University 1988 — 1992
BA
Tulane University 1996 — 1998
MBA
Beacon Hill Staffing Group May 2005 - Present
Michael Page March 2004 - May 2005
Vedior July 1996 - March 2004
Arthur Andersen September 1990 - June 1996
Skills
Executive Search, Permanent Placement, Human Capital Strategy, Professional Staffing, Direct Recruiting, Big 4, Temporary Placement, Talent Acquisition, Networking, Applicant Tracking..., Financial Services, Human Capital, Staffing Services, Management, Sourcing, Finance, Professional Services, Temporary Staffing, Human Resources, Recruiting, Sales, Auditing, Internet Recruiting
Education
Tulane University 1986 — 1990
BS, Accounting
Memphis University School
Mallinckrodt Pharmaceuticals April 2014 - Present
Ameren May 2013 - April 2014
Athene Annuity & Life Assurance Company 2012 - May 2013
Monsanto 2006 - June 2012
Monsanto 2004 - 2006
Arthur Andersen 1998 - 2002
Skills
Finance, Financial Analysis, Financial Reporting, Internal Audit
Education
Truman State University 1993 — 1996
Bachelor of Science, Accounting
The Broad Center for the Management of School Systems April 2013 - Present
. October 2012 - April 2013
Camino Nuevo Charter Academy June 2010 - September 2012
Partnership for Los Angeles Schools April 2010 - May 2010
Green Dot Public Schools January 2005 - January 2010
The Broad Residency July 2006 - June 2008
KIPP: LA Prep May 2003 - June 2008
Audio Visual Services Corporation August 2002 - October 2004
Arthur Andersen August 1996 - May 2000
Skills
Strategy, Non-profits, Leadership, Competitive Analysis, Marketing Strategy, Process Improvement, Staff Development, Performance Management, Strategic Planning, Leadership Development, Fundraising, Public Speaking, Grant Writing, Community Outreach, Strategic Partnerships, Business Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing & Strategy
University of California, Berkeley, Haas School of Business 1992 — 1996
BS, Business Administration
Plains All American August 2003 - Present
SAIC Consulting 2002 - 2003
Arthur Andersen August 2000 - August 2002
Navigant Consulting 2000 - 2001
Sterling Consulting Group 1998 - 1999
Skills
Energy, Business Process..., Strategic Planning, Management Consulting, Analysis, Change Management, Program Management, Project Management, Process Improvement, Project Planning, Business Analysis, Due Diligence, Mergers, Budget, Oil & Gas Industry, Contract Negotiation, Oil & Gas Services, Oil & Gas Accounting, Mergers
Education
Tulane University 1994 — 1996
M.B.A., Finance and Marketing
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA
Vanderbilt University 1988 — 1992
Bachelor of Arts, European Studies and Fine Arts
Fidelity Investments July 2014 - Present
Fidelity Investments December 2006 - July 2014
Fidelity Investments January 2005 - December 2006
Ascend Consulting June 2002 - December 2004
Exodus Communications March 1999 - June 2002
Arthur Andersen 1993 - 2000
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Business Analysis, Project Management, Vendor Management, Process Improvement, Program Management, Software Development
Education
University of Hartford 1993 — 1994
MS, Accounting
Trinity College-Hartford 1989 — 1993
BA, Economics
ICON plc April 2013 - Present
ServiceRunner.com October 2010 - December 2013
Ernst & Young February 2007 - September 2012
Ivy Restaurant 2002 - 2006
Arthur Andersen 1998 - 2002
Education
Tulane University - A.B. Freeman School of Business 1994 — 1998
Bachelor of Science in Management, Accounting
Montgomery College June 2014 - Present
Prince William County (VA) Dept. of Economic Development October 2010 - May 2014
Prince William County (VA) Department of Economic Development October 2011 - March 2012
Prince William County (VA) Department of Economic Development September 2007 - October 2010
Georgia Institute of Technology's Enterprise Innovation Institute September 1994 - August 2007
Georgia Tech Economic Development Institute 1994 - 2007
Arthur Andersen 1994 - 1994
Oglethorpe Power Corporation 1989 - 1994
Georgia Chamber of Commerce (previously known as the Business Council of Georgia) April 1985 - May 1989
Skills
Strategic Planning, Business Development, Community Development, Public Relations, Economic Development, Nonprofits, Government, Fundraising, Non-profits, Leadership, Marketing, Marketing Strategy, Public Speaking, Community Outreach, Project Planning, Marketing Communications, Media Relations, Public Policy, Program Management, Proposal Writing, Leadership Development, Organizational..., Policy, Budgets, Strategic Communications, Relationship Building, Life Science Industry
Education
Transylvania University
Bachelor of Arts (B.A.), Political Science and Government
Tuscaloosa HIgh
Trading Technologies 2004 - Present
Discover Financial (A Morgan Stanley Company) 2004 - 2005
Arthur Andersen 1999 - 2004
Skills
Information Security, Trading Systems, Market Data, Order Management, Perl, Trading, Electronic Trading, Exchange Connectivity, Options, Financial Markets, Risk Management, DNS, Servers, Vendor Management, Disaster Recovery, Data Center, IT Management, Microsoft Exchange, Derivatives, Low Latency, Multithreading, TCP/IP, Unix, Network Architecture, Linux, Networking, Integration, Technical Analysis, FX Options, Solaris, Equity Derivatives, Equity Trading, Back Office, Trading Strategies, Commodity, Trading System
Education
Union College 1995 — 1999
BS, Computer Systems Engineering
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance October 2011 - August 2012
Wells Fargo Capital Finance April 2010 - October 2011
Wells Fargo Foothill May 2007 - April 2010
Wells Fargo Foothill July 2005 - May 2007
Wells Fargo Foothill June 2004 - July 2005
Wells Fargo Foothill October 2002 - June 2004
Arthur Andersen 2000 - 2001
Education
UCLA Anderson School of Management 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
BBA, BA, Management Information Sciences, Marketing, Spanish
Todd M. Lockhart, CPA March 1996 - Present
Sycom Enterprises 1994 - 1996
Sycom Enterprises 1991 - 1994
The Milton Company 1988 - 1991
Oxford Development Corporation 1984 - 1988
Arthur Andersen 1982 - 1984
Skills
QuickBooks, Accounting, Financial Analysis, Non-profits, CPA, Strategic Planning, GAAP, Tax Research, Entity Selection, Compilation, Internal Controls, OMB Circular A-133
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1980 — 1982
BS
United States Air Force Academy 1977 — 1980
Ares Capital Corporation July 2003 - Present
Ernst & Young April 2002 - June 2003
Arthur Andersen August 1999 - April 2002
Education
UCLA Anderson School of Management 2006 — 2009
MBA, Finance
University of Southern California - Marshall School of Business 1995 — 1999
BS - Business Admin/BS - Accounting
Bellarmine College Preparatory 1991 — 1995
Select Energy Services 2011 - Present
Plains All American Pipeline, LP 2004 - 2011
Arthur Andersen 1999 - 2003
Skills
Risk Assessment, Risk Management, Petroleum, Financial Analysis, Due Diligence, Managerial Finance, Sarbanes-Oxley, Business Process...
Education
United States Naval Academy 1989 — 1993
Bachelor of Science, Oceanography
EGS Commercial Real Estate July 2004 - December 2009
Pearce Bevill Leesburg Moore October 2001 - July 2004
Arthur Andersen May 1999 - September 2001
Education
Tulane University 1995 — 1999
Independent International Tax Consultant February 2011 - Present
MK International Advisory Services May 2009 - January 2011
Amicorp September 2007 - May 2009
Ernst & Young 2005 - 2007
Deloitte 2002 - 2005
Arthur Andersen 1996 - 2002
Skills
International Tax, Corporate Tax, Tax, Tax Advisory, Income Tax, Cross-border..., Restructuring, Tax Law, Corporate Law, VAT, Trusts, M&A experience, International Law, Indirect Taxation, Corporate Governance, Tax Returns
Education
Institutos Educacionales Asociados 1982 — 1987
Universidad Católica Andrés Bello 1982 — 1987
Attorney at Law
Webster University
Master of Business Administration (M.B.A.), Fiinance
EIG Global Energy Partners July 2011 - March 2014
GE Capital - Equity 1997 - July 2011
Japan Equity Capital Co. Ltd. October 2000 - March 2003
GE Capital Corporation February 1996 - September 1997
Arthur Andersen February 1989 - January 1996
SunTrust Bank January 1988 - February 1989
Arthur Andersen June 1984 - December 1987
Skills
Private Equity, Due Diligence, Financial Modeling, Mergers & Acquisitions, Venture Capital, International Tax, Valuation, Tax, SEC filings, US GAAP, Financial Analysis, Restructuring, Corporate Finance, Business Valuation, Sarbanes-Oxley Act, Financial Structuring, Hedge Funds, Internal Controls, Financial Reporting, Alternative Investments, Transfer Pricing, Strategic Financial..., Tax Accounting, Acquisition Integration, Corporate Tax, Financial Planning, Business Tax Planning
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
Jesuit High School, New Orleans, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1978 — 1984
BSM/MBA, Accounting and Finance
Harper College September 2002 - Present
Arthur Andersen January 1999 - June 2002
Rigby Education 1997 - 1999
Illinois Society for the Prevention of Blindness 1995 - 1997
Truman State University 1994 - 1995
Skills
Event Planning, Strategic Planning, Outlook, Customer Service, Social Media Marketing, Email Marketing, Internal Communications, Leadership, Trade Shows, Marketing Communications, Microsoft Excel, Nonprofits, Management, Direct Mail, Business Planning, Public Speaking, Research, Microsoft Word, Social Media, Training, Public Relations, Social Networking, Marketing Strategy, Team Leadership, Higher Education, Fundraising, Community Outreach, Marketing, Online Marketing, Event Management, Advertising, Editing, Facebook, Blogging, Volunteer Management
Education
Truman State University 1990 — 1994
Bachelor of Arts, Communications - Journalism
Nestlé Health Science-Pamlab, Inc. October 2013 - Present
Ochsner Health System October 2012 - October 2013
Stryker May 2012 - October 2012
Stryker May 2011 - May 2012
Stryker January 2008 - April 2011
Stryker September 2006 - June 2008
Stryker January 2006 - June 2007
Toland Enterprises November 2000 - December 2005
Entergy Corporation November 1999 - November 2000
Arthur Andersen July 1995 - November 1999
Skills
Financial Reporting, Financial Accounting, Manufacturing, Financial Analysis, Forecasting, Internal Controls, Cost Accounting, General Ledger, Medical Devices, Budgets, Strategic Financial..., Account Reconciliation, Leadership, Cash Management, Cash Flow, JD Edwards, Accounts Receivable, Management, Financial Statements, Accounts Payable, Business Planning, Team Building, Payroll, CPA, Variance Analysis, Hyperion Enterprise, Cross-functional Team..., Tax, Sarbanes-Oxley Act, US GAAP, Process Improvement, Accounting, Auditing
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
Bachelor of Science in Management, Accounting
FiduciaryVest, LLC January 2005 - Present
Clark Consulting June 2002 - December 2004
Arthur Andersen August 1995 - May 2002
Skills
Institutional..., Investments, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Financial Modeling, Wealth Management
Education
Tulane University
Peak Rock Capital September 2012 - Present
The Carlyle Group October 2008 - August 2012
Credit Suisse February 2005 - October 2008
JPMorgan Partners May 2002 - February 2005
Arthur Andersen September 2000 - April 2002
Skills
Private Equity, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Fund Of Funds, Venture Capital, Corporate Finance, Fund Accounting, Financial Analysis, Due Diligence, Investment Banking, Mutual Funds, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Brooks School 1992 — 1996
Deloitte November 2014 - Present
Deloitte 2009 - November 2014
Deloitte Services LP 2005 - 2010
Deloitte Tax January 2004 - April 2005
Sisterson & Co. LLP January 2003 - January 2004
Arthur Andersen August 1998 - August 2002
Education
Taft 1990 — 1994
Tulane University - A.B. Freeman School of Business
BS, Accounting
Pearl Meyer & Partners 2002 - Present
Arthur Andersen 2000 - 2002
Arthur Andersen 1987 - 2000
Skills
Mergers, Due Diligence, Acquisition Integration, Restructuring, Deferred Compensation, Mergers & Acquisitions, Financial Services, Tax Advisory, Governance, Tax Law, Benchmarking, Management, Incentive Programs
Education
University of Southern California - Marshall School of Business 1985 — 1987
Master of Business Administration (M.B.A.)
Tulane University 1976 — 1980
Bachelor of Arts (B.A.), History
FTI Consulting August 2007 - Present
Legg Mason March 1999 - July 2007
Arthur Andersen 1997 - 1999
Duty Free International 1995 - 1997
Price Waterhouse 1992 - 1995
Skills
Tax, Financial Reporting, SEC filings, Corporate Tax, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Property Tax, GAAP, Due Diligence, Financial Analysis, International Tax, CPA, Income Tax, Financial Modeling, Financial Accounting, Strategic Financial..., General Ledger, Sarbanes-Oxley
Education
University of Maryland University College 2004 — 2006
MS, Accounting & Information Systems
University of Baltimore 1989 — 1991
Cert in Accounting, Accounting
Towson University 1982 — 1986
BS, Health Science/Business
Calvert Hall 1978 — 1982
Argenta International LLC May 2015 - Present
Grupo Financiero Banorte April 2011 - June 2015
Neuman Partners January 2007 - May 2011
Neumann Parnters January 2007 - December 2010
LS de la Vega & HC Asociados SC 2006 - 2009
LS de la Vega & HC Asociados SC January 2006 - January 2008
Arthur Andersen 2000 - 2006
Pepsico, American Express, Blockbuster, Bancomer, Probursa January 1976 - December 1999
Skills
Executive Search, Business Planning, Human Resources, Organizational Design, Management Consulting, Team Leadership, Start-ups, Talent Management, Business Strategy, Performance Management, Executive Coaching, Personnel Management, Negotiation, Leadership, HR Consulting, Strategy, Change Management, Marketing Strategy, Business Development, Leadership Development, Management, Search, Strategic Planning, Organizational..., Human Capital, Organizational..., Team Building
Education
Universidad Anáhuac 1970 — 1974
BA, Admnistration
Universidd Anahuac 1970 — 1974
Organizational Development
DIRECTV June 2010 - Present
120° Venture Construction June 2010 - July 2011
Toyota Motor Sales July 2008 - March 2010
The Irvine Company July 2007 - July 2008
Toyota Motor Sales July 2000 - July 2007
Arthur Andersen July 1999 - July 2000
AMDA Japan (Association of Medical Doctors of Asia) 1996 - 1998
Skills
Project Management, Management, PMP, Requirements Analysis, SDLC, Product Management, Business Analysis, Process Improvement, Vendor Management, Business Process, MS Project, E-commerce, Business Process..., Program Management, PMO
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA
University of California, Los Angeles
B.A.
consultant September 2013 - Present
Trilantic Capital Partners November 2009 - September 2013
Phoenix Realty Group July 2006 - November 2009
WellChoice (acquired by WellPoint) 2004 - 2006
Pricewaterhouse Coopers 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
PricewaterhouseCoopers LLP June 2002 - Present
Arthur Andersen 1999 - 2002
Arthur Andersen 1994 - 1999
Arthur Andersen- San Antonio 1986 - 1995
Skills
Due Diligence, Mergers & Acquisitions, US GAAP
Education
Trinity University 1982 — 1986
BS Business Administration, Accounting
McGladrey September 2013 - June 2014
Sterling Partners December 2007 - August 2013
Citi Smith Barney 2006 - 2007
Allegis Group June 2002 - May 2006
Arthur Andersen 1999 - 2002
Education
University of Baltimore 2003 — 2005
MS, Taxation
Towson University 1995 — 1999
Bachelor of Arts (BA), Accounting
KPMG US August 2013 - Present
Ernst & Young January 2006 - July 2013
Deloitte May 2002 - December 2005
Arthur Andersen July 1999 - May 2002
Skills
Tax, Federal Tax, Partnership Taxation, Structuring, Private Equity, Tax Research, Big 4, Real Estate, MLP, Due Diligence, Financial Structuring, International Tax, Tax Accounting, Accounting, CPA, Corporate Tax, Financial Reporting, Investments, Financial Analysis, Income Tax
Education
Tulane University - A.B. Freeman School of Business 1998 — 1999
MACCT, Tax
Tulane University - A.B. Freeman School of Business 1994 — 1998
BSM, Accounting
KPMG January 2005 - Present
Arthur Andersen 1999 - 2002
Acquisition Management Services 1997 - 1999
Skills
Valuation, Forensic Accounting, US GAAP, Business Valuation, CPA, SEC filings, Auditing, Financial Reporting, Purchase Price...
Education
Towson University 1990 — 1994
Sharp Electronics July 2013 - Present
HIT Entertainment December 2012 - July 2013
Robert Half International June 2011 - December 2012
L'Oréal June 2004 - December 2010
The Chanel Company Limited January 2002 - June 2004
Michael Page International May 2000 - January 2002
Bristol-Myers Squibb October 1998 - 2000
Arthur Andersen August 1996 - October 1998
Skills
Forecasting, Consumer Products, Financial Modeling, Financial Analysis, Financial Reporting, Competitive Analysis, Budgets, Cross-functional Team..., Hyperion Enterprise, Finance, P&L Management, Corporate Finance, P, Strategic Financial...
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
Bachelors Degree, Accounting
The Kraft Heinz Company January 2015 - Present
Kraft Foods Group June 2012 - January 2015
CF Industries December 2008 - June 2012
Deloitte & Touche June 2002 - February 2008
Arthur Andersen October 2000 - May 2002
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, US GAAP, Financial Reporting, Auditing, GAAP, Accounting, Financial Analysis, Financial Accounting, Budgets, Consolidation, Sarbanes-Oxley, Variance Analysis
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
Accounting and Finance
NY Residential Works Inc July 2008 - Present
N.E.R.V.E, Inc August 2002 - July 2008
Arthur Andersen September 2000 - February 2002
Education
Universidad 'Santa María' 1995 — 2001
Bachelor Degree, Accounting
Charter Communications November 2014 - Present
Charter Communications September 2011 - November 2014
Charter Communications May 2006 - September 2011
Charter Communications September 2003 - May 2006
Ernst & Young May 2002 - September 2003
Arthur Andersen September 1998 - May 2002
Skills
Auditing, Internal Audit, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, Accounting, CRM, Internal Controls, Corporate Governance, Finance, GAAP, SEC filings, Sarbanes-Oxley, Leadership, Financial Analysis
Education
Truman State University 1994 — 1998
BS, Accounting
H&R Block January 2015 - Present
H&R Block October 2014 - January 2015
Seaboard Corporation February 2013 - September 2014
RubinBrown LLP March 2011 - February 2013
Cerner Corporation August 2008 - December 2010
Aquila January 1996 - July 2008
Arthur Andersen 1992 - 1996
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Financial Accounting, Tax Research, Tax Preparation, Tax Returns, Fixed Assets, Sarbanes-Oxley, Forecasting, International Tax, PeopleSoft, Financial Analysis, Tax Advisory, Accounting, Sarbanes-Oxley Act, Management
Education
Truman State University 1987 — 1991
BS, Accounting
Randy Walker & Co. November 2012 - Present
Randy Walker & Co. September 2005 - October 2012
AT&T June 2004 - September 2005
AT&T June 2003 - June 2004
AT&T July 2000 - June 2003
Arthur Andersen 1999 - 2000
Skills
Auditing, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, GAAP, Accounting, General Ledger, US GAAP, Financial Analysis, Internal Audit
Education
Trinity University 1994 — 1999
BS Business Admin. and MS Accounting, Accounting and Finance
Coomer, Coomer & Routhier, PC October 2014 - Present
Hancock Askew & Co LLP August 2006 - September 2014
John D. Swanner, CPA September 2002 - August 2006
Arthur Andersen June 1997 - December 2000
Skills
QuickBooks, Tax, Accounting, Small Business, Tax Preparation, Preparation, GAAP, CPA, Income Tax, Financial Accounting, Financial Analysis, Corporate Tax, Tax Returns, Financial Reporting, General Ledger
Education
Benedictine
Benedictine
Benedictine
University of Georgia - Terry College of Business 1987 — 1992
BBA, Finance
Troy University Dothan 1992 — 1993
BBA, Accounting
Tarte Cosmetics September 2012 - Present
Tarte Cosmetics February 2004 - August 2012
Showtime Networks Inc 2002 - 2004
Arthur Andersen 1999 - 2002
Skills
Cash Flow, Budgets, Microsoft Excel, Financial Reporting, Variance Analysis, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Accounting, Internal Controls, Financial Modeling
Education
Tulane University 1995 — 1999
Bachelor of Science (BS), Accounting
Baldwin 1992 — 1995
Federal National Mortgage Association(Fannie Mae), June 2014 - Present
Barclaycard US 2008 - May 2014
Barclaycard US 2005 - 2008
MBNA 1997 - 2005
Arthur Andersen 1993 - 1996
Skills
Finance, Investments, Credit Cards, Banking, Risk Management, Financial Analysis, Financial Modeling, Financial Services, Credit, Financial Risk, Portfolio Management, Payments, Credit Risk, Forecasting, Financial Reporting, Process Improvement, Business Analysis, Relationship Management, Sarbanes-Oxley Act, Strategic Financial..., Corporate Finance, Analysis, Change Management, Leadership, Program Management, Strategy, Outsourcing, Budgets, Management
Education
Towson University 1991 — 1993
Bachelor's degree, Accounting and Finance, 3.8 GPA
University of Maryland College Park 1986 — 1987
N/A, Engineering and Computer Science
Centennial High School 1981 — 1985
H.S. diploma, Math and Science
Aware Products 2009 - Present
Stadco October 2003 - 2009
Triumph Group 2001 - 2003
Senior Aerospace SSP 1999 - 2001
Bank of America 1997 - 1999
Arthur Andersen 1993 - 1996
Price Waterhouse 1991 - 1993
Education
UCLA Anderson School of Management 1995 — 1997
MBA
University of California, Berkeley 1987 — 1991
BS, Electrical Engineering/Computer Science
Agoura High School
Parallel Resource Partners (Private Equity) May 2011 - Present
Bluescape Resources (Energy Investing) May 2008 - Present
TXU August 2002 - May 2008
Arthur Andersen 1997 - 2000
Skills
Commodity Markets, Energy, Natural Gas, Financial Modeling, Energy Markets, Hedging, Valuation, Commodity, Mergers & Acquisitions, Due Diligence, Risk Management, Financial Analysis, Corporate Finance, Strategy, Renewable Energy
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
Master, MBA
Andell Inc. September 2009 - Present
Springbanc Advisors LLC January 2007 - August 2009
Cypress Funds LLC April 2004 - December 2006
Oakmont Corporation 1998 - 2006
Toyota Motor Sales 1994 - 1998
Arthur Andersen 1991 - 1994
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1999
Masters in Business Administration
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BA, Accounting
Reiter Affiliated Companies October 2012 - Present
Celestica April 2011 - September 2012
Celestica October 2008 - April 2011
Kraft Foods January 2007 - October 2008
Chemtura 2006 - 2007
Kellogg Company 2003 - 2005
Arthur Andersen 1997 - 2002
Skills
Internal Audit, SOX Compliance, Spanish and Portuguese, Internal Controls, Auditing, Financial Reporting, US GAAP, Accounting, IFRS, Enterprise Risk..., Hyperion Enterprise, IT Audit, Financial Audits, Financial Analysis, SOX 404, COSO, SAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Risk Assessment, Sarbanes-Oxley, Consolidation, Variance Analysis, External Audit
Education
University of Ottawa / Université d'Ottawa 1996 — 1996
International Exchange Program, Accounting
Universidad Autónoma de Querétaro 1992 — 1996
Accounting, Accounting
KPMG October 2014 - Present
KPMG LLP July 2006 - September 2014
KPMG Audit August 2002 - June 2006
Arthur Andersen 1999 - 2002
Education
Trinity University 1994 — 1999
MS, Accounting
Eastdil Secured 2004 - Present
Arthur Andersen 1999 - 2002
Deutsche Bank 1997 - 1999
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance, Real Estate
Vanderbilt University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Warner Lambert 1997 - 1999
Arthur Andersen 1995 - 1998
Skills
Start-ups, Marketing Strategy, Strategic Planning, Competitive Analysis, Strategy, Business Strategy, Cross-functional Team..., Product Management
Education
University of Virginia Darden School of Business 1993 — 1995
MBA
Tulane University 1989 — 1991
BA, English
Independent Consultant December 2014 - Present
Crafted Kosher December 2014 - Present
HealthSpring February 2012 - June 2014
Bravo Health October 2009 - February 2012
VitalSpring Technologies April 2009 - October 2009
Ernst & Young May 2002 - February 2009
Arthur Andersen December 1999 - May 2002
Business Matters December 1998 - December 1999
Skills
Risk Management, Sarbanes-Oxley Act, Process Improvement, Auditing, Business Process..., Internal Audit, QuickBooks, Analysis, Business Process, Leadership, Program Management, Internal Controls, IT Audit, Training, Finance, Outsourcing, Strategic Planning, Healthcare, Management, Financial Reporting, CPA, Due Diligence, Risk Assessment, Financial Risk, Enterprise Risk..., Information Technology
Education
Touro College 1990 — 1994
BS, Finance
EF Consulting, LLC June 2002 - Present
Arthur Andersen 1998 - 2002
State of Missouri - Japan Office June 1997 - August 1997
Amgen 1995 - 1996
Delphi International 1994 - 1994
Independent travel and work 1992 - 1993
Gunma Language Center 1991 - 1992
Skills
Management Consulting, Process Improvement, Strategic Planning, Project Management, Management, Business Process..., Business Analysis, Analysis, Leadership Development, Change Management, International Business, Workshop Facilitation, Training Delivery, Program Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 1996 — 1998
MPIA, International Management
University of Michigan 1986 — 1990
B.A., English, Art History
Ernst & Young July 2006 - Present
Deloitte & Touche May 2002 - June 2006
Arthur Andersen January 1995 - May 2002
Skills
Tax, Sarbanes-Oxley Act, Corporate Tax, International Tax, Tax Advisory, Tax Accounting, VAT, Financial Reporting, Income Tax, Management Consulting, Internal Controls, ERP, Accounting, Business Process..., Transfer Pricing, Tax Research, Big 4, IFRS, US GAAP
Education
Tulane University - A.B. Freeman School of Business 1994 — 1995
Master of Accounting, Accounting
University of Alabama 1988 — 1993
Bachelor of Commerce & Business Administration, Finance & Economics
CB Richard Ellis 2012 - Present
CBRE 1998 - Present
Whittier Partners 1989 - 1998
Cabot, Cabot & Forbes 1982 - 1989
Arthur Andersen 1979 - 1982
Skills
Disposition, Real Estate
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MS, Accounting
Trinity College-Hartford 1976 — 1979
BA, Economics
Marking & Associates, Inc. April 1995 - Present
Mr. Tire, Inc. February 1989 - September 1994
Arthur Andersen 1987 - 1989
Skills
Excel, Budgeting, Financial Reporting, Accounting, Cash Flow, Management Consulting, Financial Analysis, Internal Controls, Microsoft Office, Process Improvement, Quickbooks, Retail, Non-profits, Raiser's Edge, Great Plains Software, MAS500, QuickBooks
Education
Towson University 1983 — 1987
B.S's, accounting & economics
407 ETR June 2013 - Present
407 ETR August 2012 - June 2013
407 ETR November 2009 - September 2012
407 ETR December 2002 - October 2009
Arthur Andersen January 2000 - August 2002
Arthur Andersen November 1998 - January 2000
Skills
PeopleSoft
Education
CGA Ontario 2002 — 2004
CGA, Accounting
Universidad de la República 1993 — 1999
Accountant, Administration and Accounting
SB & Company, LLC June 2011 - Present
Snowden, Edmonds & Gray, LLC November 2009 - June 2011
Catapult Learning April 2002 - October 2009
Solucient March 1997 - July 2001
Arthur Andersen 1987 - 1997
Skills
CPA, Accounting, Internal Controls, Forecasting, Financial Analysis, Tax, Financial Reporting
Education
Loyola University 2008 — 2011
Masters of Business Administration, Management
Towson University 1983 — 1987
BS, Accounting, Finance
Western High School 1980 — 1983
Sogeti June 2005 - Present
Keane February 2001 - June 2005
Answerthink Consulting January 2000 - February 2001
Arthur Andersen November 1991 - December 1999
Russell, Pohlhaus @ Associates 1990 - 1991
Skills
Cloud Computing, Change Management, Business Intelligence, IT Strategy, SDLC, Business Process..., Integration, Business Analysis, Project Management, PMP, Program Management, Agile Methodologies, Project Portfolio..., SharePoint, Vendor Management, Process Improvement, Requirements Analysis, PMO, Requirements Gathering, Business Process, Software Project..., IT Management, Enterprise Architecture, IT Service Management, Outsourcing, Consulting, Governance, Visio
Education
Towson University 1974 — 1978
BS, Social Studies, History, Secondary Ed.
Meyerowitz & King, CPA January 2000 - Present
Ernst & Young 1999 - 2000
Arthur Andersen January 1998 - December 1999
Education
University of Louisville 1998 — 1999
Accounting
Tulane University 1991 — 1994
JD, Law
University of California, Irvine 1989 — 1991
BA, History
Grant Thornton LLP 2012 - Present
PwC 2009 - 2012
Ernst & Young 2003 - 2009
Arthur Andersen 2000 - 2002
Skills
Due Diligence, Private Equity, Financial Analysis, Mergers, Business Valuation, Financial Modeling, Corporate Finance, Accounting, Management Consulting, Internal Audit, Internal Controls, Acquisition Integration, CPA, Financial Accounting, Mergers & Acquisitions, SEC filings, Auditing, IFRS, Restructuring, US GAAP, Valuation, Sarbanes-Oxley Act, Financial Reporting, GAAP, External Audit, Enterprise Risk...
Education
Tufts University - The Fletcher School of Law and Diplomacy
Master, International Affairs
Holland & Knight LLP April 2015 - Present
Hunton & Williams LLP May 2008 - April 2015
King & Spalding LLP 1998 - 2008
McGlinchey Stafford May 1996 - July 1998
Intralox May 1993 - May 1994
Marshall Jones & Co July 1989 - August 1992
Arthur Andersen 1987 - 1989
Skills
Mergers & Acquisitions, Securities Regulation, Corporate Law, Corporate Governance, Due Diligence, Joint Ventures, Private Equity
Education
Tulane Law School 1993 — 1996
JD
Tulane University - A.B. Freeman School of Business 1992 — 1996
MBA, Finance
Washington and Lee University 1983 — 1987
B.S., Accounting
Cox Enterprises January 2013 - Present
Cox Enterprises January 2010 - December 2012
Cox Enterprises January 2005 - December 2009
Cox Enterprises November 2003 - December 2004
Deloitte September 2003 - November 2003
Deloitte May 2002 - September 2003
Arthur Andersen September 2001 - May 2002
Arthur Andersen June 2000 - September 2001
Skills
Tax, Tax Accounting, CPA, Corporate Tax, Sarbanes-Oxley Act, International Tax, Income Tax, GAAP, US GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, SEC filings, Financial Accounting, Transfer Pricing, General Ledger, Tax Preparation, Fixed Assets, Tax Law, Tax Research
Education
Tulane University - A.B. Freeman School of Business 1999 — 2000
Master of Accounting, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1996 — 1999
Bachelor of Science (BS), Accounting and Finance
Erickson Living 2013 - Present
Chesapeake Bay Foundation 2005 - 2013
Black & Decker 2004 - 2005
Ernst & Young 2001 - 2004
Arthur Andersen 2000 - 2002
Skills
Internal Controls, Financial Reporting, Nonprofits, GAAP
Education
Towson University 1996 — 2000
BS, Accounting
Minnesota and Immigration Courts October 2005 - Present
AMA Consulting, Inc. January 2003 - Present
AMA Consulting July 1993 - Present
Arthur Andersen July 1998 - July 2000
Cabletron Systems March 1997 - May 1998
SHL Systemhouse December 1995 - March 1997
Banco Nacional de Mexico (Banamex) July 1993 - December 1995
Casa de Bolsa Probursa, SA de CV April 1985 - March 1992
Skills
Linux, Information Security, Network Security, Customer Service, Team Building, Security, Management Consulting, IT Audit, IT Service Management, Project Management, ITIL, Risk Management, Software Project..., Program Management, Microsoft Office, Spanish, Microsoft Excel, Editing, Management
Education
Universidad de las Américas, A.C. 1995 — 2000
Master of Business Administration (M.B.A.)
Universidad La Salle, A.C. 1983 — 1988
Bachelor's degree, Computer Science Engineering
DLL April 2007 - Present
SCA Financial Services June 2006 - April 2007
FTI Consulting May 2002 - April 2007
Arthur Andersen July 2000 - May 2002
Skills
Forecasting, Corporate Finance, Forensic Analysis, Asset Based Lending, Restructuring, Process Improvement, Business Analysis, Management Consulting, Financial Analysis
Education
Towson University 1997 — 1999
BS, Accounting
Chesapeake High School 1992 — 1995
Aon Hewitt February 2011 - Present
Lincoln Electric September 2004 - June 2010
TVSN China Ltd. November 2000 - August 2004
Delphi Automotive Systems January 1998 - October 2000
Arthur Andersen July 1993 - December 1997
Skills
Financial Reporting, Auditing, Finance, Internal Controls, Managerial Finance, IFRS, GAAP, Account Reconciliation, Project Management, Financial Modeling, Sarbanes-Oxley Act, Internal Audit, New Business Development, SAP, Cash Flow, Valuation, Due Diligence, US GAAP, Variance Analysis, Financial Analysis, Forecasting, Acquisition Integration, Performance Management, Cost Accounting, Mergers
Education
Thunderbird School of Global Management
International Business Development
Tongji University 1988 — 1992
B Sc, Civil Engineering
University of Toronto
Tresys Technology 2013 - Present
EMC June 2000 - February 2013
Internosis June 2000 - December 2005
Panurgy Corporation August 1999 - June 2000
Panurgy Corporation November 1997 - August 1999
Arthur Andersen July 1990 - November 1997
Skills
Process Improvement, Due Diligence, Accounting, Internal Controls, Financial Reporting, Mergers, Managerial Finance, Forecasting, Acquisition Integration, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Budgets, Tax, Finance, Leadership, Treasury Management, Financial Modeling, Strategic Planning, Management
Education
Towson University 1985 — 1990
BS, Accounting
calvert hall
calvert hall
Cognizant Technology Solutions June 2013 - Present
SourceNet Solutions April 1999 - Present
Arthur Andersen 1997 - 1999
Skills
Business Process..., Outsourcing, Project Management, Vendor Management, Process Improvement, Program Management, Business Analysis, Governance, Management Consulting, Financial Analysis, Strategy, Business Process, Offshoring, Business Transformation, Shared Services, Management, BPO, Change Management, Leadership
Education
University of St. Thomas (TX) 1990 — 1991
MBA, Finance
Trinity University 1986 — 1990
BS, Business
Milwaukee Habitat for Humanity 2011 - Present
Metrobrook Church 2005 - 2010
Elmbrook Church 1998 - 2005
Banc One 1993 - 1997
Arthur Andersen 1991 - 1993
Skills
Financial Accounting, Strategic Planning, Leadership Development, Entrepreneurship, Public Speaking, Non-profit..., Affordable Housing, Community Outreach, Grant Writing, Fundraising, Volunteer Management, Community Development, Theology, Pastoral Care, Leadership, Program Development, Board Development, Resource Development, Community Organizing, Public Relations, Event Management, Stewardship, Team Building, Grants, Volunteer Recruiting, Community Building, Youth Development, Philanthropy, Planned Giving, Grant Administration, Annual Giving, Non-profit Leadership, Program Evaluation
Education
Trinity International University 1993 — 1998
MDiv, Theology
University of Wisconsin-Madison 1987 — 1991
BBA, Accounting
Mambo Management, L.P. July 2013 - Present
H.G. Rhodes, Inc September 2010 - June 2013
Law Offices of Mark A. Shoemaker, APC December 2009 - September 2010
Grupo Deco America Corporation September 2000 - November 2009
Arthur Andersen March 1997 - September 2000
Skills
QuickBooks, Microsoft Excel, Outlook, Microsoft Word, Oracle, General Ledger, Accounting, Fixed Assets, Accounts Payable, Journal Entries, Account Reconciliation, Finance, Budgets, Internal Controls, Accounts Receivable, Financial Statements, Cash Flow, Management, Invoicing, Human Resources, Analysis, Great Plains Software
Education
Universidad Autónoma de Nuevo León 1993 — 1997
Bachelor of Business Admi, Accounting
WTAS October 2002 - February 2003
arthur andersen July 1999 - January 2003
Skills
Tax Accounting
Education
Tulane University - A.B. Freeman School of Business 1994 — 1999
BSM, Accounting
KPMG 2002 - Present
Arthur Andersen 1999 - 2001
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelors, Accounting
Howrey LLP 2005 - Present
Affiliated Computer Services 2003 - 2005
Arthur Andersen 1982 - 2002
Education
Trinity University-Washington
Masters of Science, Human Resource Management and Human Resource Development
Triple-S Steel June 2014 - Present
Shell November 2013 - March 2014
Enbridge Energy July 2006 - May 2013
Ernst & Young December 2004 - July 2006
KPMG June 2002 - February 2003
Arthur Andersen November 1997 - June 2002
Riviana Foods Inc. 1993 - 1997
Caronia Corporation 1992 - 1993
Weil Gotshal and Manges 1988 - 1992
Skills
SEC filings, Auditing, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, General Ledger, Gas Accounting, Internal Audit, GAAP, CPA, Variance Analysis, Accounting, Revenue Recognition, Accruals, Financial Accounting, Financial Statements, Sarbanes-Oxley, Cost Accounting, Financial Analysis, Journal Entries, PeopleSoft, US GAAP, Corporate Tax, Accounts Receivable, Accounts Payable, Consolidation, External Audit, Big 4, Assurance, Financial Audits, Due Diligence, Enterprise Risk..., Financial Risk, Forensic Accounting, Risk Assessment, Risk Management, Certified Fraud Examiner, Corporate Governance, Financial Modeling, SEC Filings
Education
University of Houston-Clear Lake 1985 — 1987
MS, Accounting
Truman State University 1983 — 1984
BS, Accounting
Comcast 1995 - Present
Arthur Andersen September 1989 - July 1994
Skills
Budgeting, Excel, Accounting, Oracle, Essbase
Education
University of New Hampshire - Whittemore School of Business and Economics 1987 — 1989
MBA, General Business
Tufts University 1976 — 1980
Bachelor of Arts, History
EKS&H February 2013 - Present
CBIZ MHM, LLC January 2012 - February 2013
PwC September 2010 - December 2011
Deloitte February 2004 - September 2010
KPMG US August 2002 - February 2004
Arthur Andersen May 2001 - August 2001
Skills
International Tax, Tax Comp, Tax Compliance, Tax Accounting, International Tax...
Education
Tulane University - A.B. Freeman School of Business 1999 — 2002
BS, Accounting & Finance
Regis Jesuit High School 1994 — 1998
The St. Louis Trust Company June 2002 - Present
Arthur Andersen September 1993 - June 2002
Skills
Wealth Management, Estate Planning, Strategic Financial...
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
Accounting
Easy Way Products July 1996 - Present
Latek Capital May 1993 - March 1996
Arthur Andersen September 1990 - 1993
Education
Tulane University - A.B. Freeman School of Business 1986 — 1990
Business Administration and Management, General
Tulane University - A.B. Freeman School of Business