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
RagingWire Data Centers June 2010 - Present
McKee Construction, Inc. July 2006 - March 2010
Arnaiz Development November 2002 - July 2006
KPMG 2002 - November 2002
Arthur Andersen 2000 - 2002
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Invoicing, CPA, Financial Reporting, Finance, Financial Analysis, SEC filings, Budgets, Internal Controls, US GAAP, Process Improvement, Financial Statements, Fixed Assets, Analysis, Strategic Financial..., Variance Analysis, Due Diligence, General Ledger, Revenue Recognition, GAAP, Oracle E-Business Suite, QuickBooks, Payroll, Consolidation, Cost Accounting, Great Plains Software, Accruals, Balance, Sarbanes-Oxley, Journal Entries, Account Reconciliation, Bank Reconciliation, Financial Audits, Executive Management
Education
California State University-East Bay
Business-Acctg, Accounting
Riverside Methodist Hospital/Ohio Health October 2011 - Present
Advocate Good Samaritan Hospital August 2001 - September 2011
Arthur Andersen September 1979 - July 1991
Skills
Revenue Cycle, Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Leadership, Strategic Planning, Healthcare Consulting, Team Building, Health Insurance, Financial Analysis
Education
Bucknell University 1975 — 1979
BSBA, Accoutning
None July 2014 - Present
ParenteBeard LLC July 2008 - June 2014
Unisys Corp 1989 - 2007
Arthur Andersen 1987 - 1989
KMG Main Hurdman 1982 - 1987
Touche Ross 1980 - 1982
Skills
International Tax, Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, Income Tax, GAAP, Small Business, US GAAP, CPA, Tax Preparation, Tax Accounting, SEC filings, Forensic Accounting, Financial Analysis, Internal Controls, Tax Advisory, Business Valuation, Partnership Taxation, Tax Research, Financial Accounting, Sarbanes-Oxley Act, Tax Returns, Mergers & Acquisitions, Due Diligence
Education
Pace University - Lubin School of Business 1980 — 1984
MS Taxation, Tax
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1976 — 1977
Bryn Mawr College 1972 — 1976
AB, Russian Studies
Customized Energy Solutions February 2015 - Present
Accenture April 2013 - February 2015
Customized Energy Solutions April 2009 - April 2013
Goldman Sachs August 2007 - April 2009
UBS 2005 - 2007
UBS Investment Bank, Stamford, Connecticut 2005 - 2007
Arthur Andersen 2000 - 2002
Bloomberg LP 1999 - 2000
Harlem Globetrotters 1997 - 1998
Bucknell University 1992 - 1996
Skills
Commodity Markets, Commodity, Energy, Asset Managment, Financial Analysis, Renewable Energy, Risk Management, Valuation, Due Diligence, Analysis, Project Management, Business Development, PJM Market Certified, Project Planning, Mergers & Acquisitions, Natural Gas, Leadership, Management, Energy Markets, Energy Industry, Strategy, Business Process..., Finance, Project Finance, Smart Grid, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2005
MBA, Marketing Managment
Bucknell University 1992 — 1996
BA, English & Business
Northwest Area Junior Senior High 1989 — 1992
AP Studies, Honors
PJM Operator Certified
PJM Operator Certification, Energy
KPMG US June 2014 - Present
EY February 2011 - May 2014
KPMG LLP - State and Local Tax 2002 - February 2011
Arthur Andersen 2000 - 2002
Skills
Tax, Financial Reporting, Accounting, Auditing, Tax Accounting, Corporate Tax, Sarbanes-Oxley Act, GAAP, Tax Research, SEC filings, CPA, Internal Controls, Sales Tax, Big 4, Income Tax, International Tax, Tax Advisory, Tax Law, Tax Returns, US GAAP, Partnership Taxation
Education
University of California, San Diego 2001 — 2002
Accounting, Accounting
California State University-Sacramento 1996 — 2000
MSF (Master of Science) - Finance, Finance/Investments
California Polytechnic State University-San Luis Obispo 1994 — 1996
Business Administration and Management, General
San Marin High School
Deloitte Tax LLP August 2014 - Present
Deloitte Tax LLP July 2002 - August 2014
EMC Corporation 2000 - 2001
PwC 1999 - 2000
Arthur Andersen 1992 - 1999
Skills
US GAAP, International Tax, Corporate Tax, Tax, Sarbanes-Oxley Act, Partnership Taxation, Real Estate, Tax Accounting
Education
Bryant University 1988 — 1992
American Express September 2006 - Present
Affiliated Computer Services March 2000 - August 2006
Arthur Andersen June 1998 - March 2000
Skills
Credit Cards, Organizational..., Relationship Management, Succession Planning, Leadership, Coaching, Talent Management, Change Management, Strategic Planning, Employee Engagement, Business Strategy, Training, New Business Development, Strategic Partnerships, Merchant Services, Business Development, Financial Services, Leadership Development, CRM, Program Management, Management, Team Building, Onboarding, Career Development, Performance Management, Customer Experience, Strategy, Account Management, Vendor Management, Customer Retention, Sales Process, Call Centers, Cross-functional Team..., Senior Stakeholder..., Close Attention to..., Sales, Team Management, Virtual Teams, Talent Acquisition, Training Delivery, Employee Training, Organizational..., Needs Analysis, Consulting, Organizational Design, Executive Coaching, Culture Change, Performance Consulting, Workshop Facilitation, Performance Improvement
Education
California State University-Long Beach 1996 — 1998
University of California, Irvine 1992 — 1996
BA, Psychology
Columbia Pipeline Group December 2010 - Present
AGL Resources Inc. October 2000 - June 2009
Pratt Industries 1991 - 1999
Arthur Andersen 1987 - 1991
Education
California State Polytechnic University-Pomona 1983 — 1987
BS, Accounting
Google July 2014 - Present
Google May 2013 - June 2014
Google September 2012 - May 2013
Google February 2011 - September 2012
HBO March 2008 - February 2011
HBO July 2004 - March 2008
Arthur Andersen August 1998 - May 2002
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing Strategy in Media & Entertainment Industries
Bucknell University 1994 — 1998
Bachelor of Science (BS), Business Administration (Accounting)
New Canaan High School 1990 — 1994
Barrett Business Services, IN. (BBSI) July 2014 - Present
Hothand Wireless October 2007 - Present
Liberty Synergistics, Inc. April 2011 - May 2014
Bears, Buddies & Toys January 2006 - February 2011
InterNet Associates 1998 - 2005
TL & Associates 1991 - 1998
Fluor 1986 - 1991
Arthur Andersen 1982 - 1986
Skills
Start-ups, Marketing, Strategic Partnerships, Mergers, Business Development, Advertising, E-commerce, Mobile Devices, Training, Leadership, Direct Sales, Mobile Marketing, Team Building, B2B, SEO, Social Media Marketing, Sales Management, Program Management, Sales, Sales Operations, Sales Process, Product Marketing, Entrepreneurship, Strategic Planning, Contract Negotiation, Product Management, Strategy, Lead Generation, Marketing Strategy, Competitive Analysis, Marketing Communications, Social Networking, Marketing Management, Online Advertising, Retail, Online Marketing, Business Strategy, New Business Development, Account Management, Product Development, Cross-functional Team..., P&L Management, Management, Trade Shows, Executive Management, Mergers & Acquisitions, Consulting, CRM, Brand Development, Team Leadership
Education
California Polytechnic State University-San Luis Obispo
BS, Business, Magna Cum Laude
Mira Costa High School
Stanton Asset Management Inc. August 2013 - Present
Metronome Fund April 2013 - Present
Palos Management Inc. July 2008 - August 2013
Par-Four Investment Management August 2003 - July 2008
Lehman Brothers June 1998 - July 2003
Arthur Andersen September 1994 - August 1997
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Leveraged Finance, Derivatives, Corporate Finance, Asset Managment, Investments, Portfolio Management, Asset Management, Trading, Venture Capital, Securities, Investment Strategies, Credit
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bucknell University 1990 — 1994
BS, Accounting
Swift Transportation January 2014 - Present
Royal Remanufacturing January 2010 - January 2014
Arthur Andersen November 1999 - December 2001
Skills
Financial Analysis, Customer Service, Negotiation, Budgets, Forecasting, Microsoft Excel, Pricing, Financial Reporting, Strategic Planning, SAP, Marketing Strategy, Risk Management, Finance, Analysis, Inventory Management, Business Planning, Customer Satisfaction
Education
California Polytechnic State University-San Luis Obispo 1993 — 1999
Bachelor of Science (BS), Animal Sciences
VERTICAL ADVISORS LLP January 2007 - Present
DKAdvisors June 2003 - January 2007
Grant Thornton June 2001 - May 2003
myCFO June 1999 - June 2001
Arthur Andersen January 1997 - June 1999
DeGregori, Gormsen, Ringer, LLP May 1992 - December 1996
Skills
Crisis Management, Business Advisory, Tactical Planning, Federal Taxation, Tax Reduction Strategies, Small Business..., Tax, Accounting, Income Tax, Corporate Tax, Mergers, Strategic Planning, Management Consulting, Small Business, CPA, Tax Preparation, Tax Accounting, Tax Research, Auditing, Mergers & Acquisitions, Tax Advisory, International Tax, Partnership Taxation, Financial Accounting, S Corporations, Bookkeeping, Tax Returns, Finance
Education
Golden Gate University 1997 — 2000
Masters of Science, Taxation
California State University-Fullerton 1989 — 1992
1992, BA - Accounting
California State University-Fullerton - College of Business and Economics 1989 — 1992
BA, Accounting
Regis University 1987 — 1988
PwC April 2011 - Present
Big Brothers Big Sisters of Colorado 2005 - Present
Grant Thornton October 2004 - January 2011
KPMG June 2002 - October 2004
Arthur Andersen 1986 - 2002
Skills
Tax Accounting, Tax, Tax Preparation, Accounting, Mergers & Acquisitions, GAAP, Income Tax
Education
California State Polytechnic University-Pomona 1981 — 1985
Bachelor of Science (B.S.), Accounting
BioCrossroads November 2004 - Present
Eli Lilly and Company October 1999 - October 2004
Arthur Andersen September 1991 - September 1999
Skills
Lifesciences, Pharmaceutical Industry, Business Development, Strategy, Biotechnology, Technology Transfer, Commercialization, Mergers & Acquisitions, Clinical Development, Due Diligence, CRO, Cross-functional Team..., Project Management, Strategic Planning, Start-ups, Oncology, Clinical Trials, Healthcare, FDA, Program Management, Medical Devices, Business Strategy, Leadership
Education
Butler University 1987 — 1991
B.S., Accounting
oldham county high school
Deloitte & Touche August 2002 - Present
Arthur Andersen September 2000 - July 2002
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls, Auditing, Financial Reporting, External Audit, IFRS, CPA, GAAP, Accounting, Consolidation, Internal Audit, Big 4, Revenue Recognition, Financial Analysis, Sarbanes-Oxley, Financial Accounting, SEC Filings
Education
Bucknell University 1997 — 2000
BSBA, Accounting
Angel-heart Garrison Ministries August 2011 - Present
A-hG Company 2008 - Present
Angel-heart Publications 1990 - Present
Author Ramona Haswell September 1983 - Present
Atlantic Richfield Company (ARCO) 1991 - 1994
ARCO 1991 - 1994
McDonnell Douglas 1989 - 1990
Original New York Seltzer 1987 - 1989
Arthur Andersen 1984 - 1987
Skills
Management Development, TQM, Employee Training, Organization, Small Business, Start-ups, Business, Executive Coaching, Executive Development, Leadership Development, Organizational..., Consulting, Event Management, Executive Management, Personal Development, Strategy, Workshop Facilitation, Business Networking, Time Management, Human Resources, Business Planning
Education
California State University-Long Beach
Regina Caeli High School
Marcum LLP August 2015 - Present
Allen, Haight & Monaghan LLP December 2013 - July 2015
Ernst & Young February 1997 - December 2013
Arthur Andersen December 1995 - February 1997
Sares-Regis Group 1989 - 1995
Deloitte 1983 - 1988
KPMG US 1983 - 1983
Skills
Tax, Corporate Tax, Tax Accounting, Big 4, Tax Advisory, CPA, US GAAP, Individual Taxation, International Tax, Tax Research, Income Tax, Accounting, Financial Analysis, Due Diligence, Financial Accounting, Tax Preparation
Education
Golden Gate University
Master of Science (MS), Taxation
California State University-Fullerton 1978 — 1983
B.A Emphasis in Accounting
Edutus Zrt. March 2015 - Present
Károli Gáspár University of the Reformed Church in Hungary January 2015 - March 2015
Edutus Zrt. February 2013 - January 2015
Sanoma Media Budapest August 2002 - January 2013
Budapest University of Technology and Economics February 2011 - July 2012
self employed January 1997 - December 2011
Police Academy September 2000 - August 2002
Arthur Andersen 2000 - 2002
Skills
Organizational..., Human Resources, Recruiting, Outplacement, Training, Psychological Testing, Competency Management, Social Networking, Higher Education, Personnel Selection, Management, Talent Management, Strategy, HR Consulting, Leadership Development, Change Management, Performance Management, Management Consulting, Executive Coaching, Coaching
Education
Budapesti Mûszaki és Gazdaságtudományi Egyetem 1997 — 2000
Master's degree, Industrial and Organizational Psychology
Université Paris X Nanterre 1998 — 1999
D.E.S.S., psychologie du travail
Eötvös Loránd Tudományegyetem 1992 — 1997
Master of Arts (MA), psychology
Ross Stores, Inc. November 2014 - Present
VeriFone December 2013 - November 2014
Cisco Systems January 2000 - December 2013
Arthur Andersen 1997 - 2000
Skills
Financial Reporting, Tax, Tax Accounting, Corporate Tax, CPA, Internal Audit, Income Tax, Auditing, Accounting, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Analysis, SEC filings, US Tax, State Tax, International Tax, SEC Filings
Education
San Jose State University 2002 — 2007
Masters, Taxation
California State University-Hayward - School of Business and Economics 1992 — 1997
bs, business admin accounting
Bank of America October 2008 - Present
Countrywide November 2005 - October 2008
JMN Associates June 2002 - November 2005
Arthur Andersen 1997 - June 2002
Accenture 1994 - 1997
Countrywide Funding Corporation 1992 - 1994
The DMR Group (Now Fujitsu Consulting) 1989 - 1992
Skills
IT Strategy, Management Consulting, Program Management, Executive Management, Business Transformation, Business Process..., Leadership, Enterprise Software, Strategy, Banking, Process Improvement, Risk Management, Portfolio Management, Project Portfolio..., Financial Services, Acquisition Integration, Strategic Planning, Mortgage Banking, Change Management, Mergers & Acquisitions, Mergers, CRM, Integration, Mortgage Lending, Consumer Lending, CIO Advisory Services, Large-scale Projects, International Project..., Mortgage Servicing, Talent Management, Application Portfolio..., Applications Software..., Vendor Management, Technical Leadership
Education
California State Polytechnic University-Pomona 1981 — 1989
BA, Behavioral Science, 3.9
Andersen Tax July 2002 - Present
Arthur Andersen 1988 - 2002
Andersen LLP 1988 - 2002
Skills
Management Consulting, Management, Project Management, Strategic Planning, Information Technology, Business Development, Business Analysis
Education
Caldwell University 1998 — 2005
BA, Business
Gannett March 2011 - Present
Gannett January 2008 - March 2011
USAToday.com June 2002 - December 2007
Arthur Andersen 1999 - 2002
Skills
Design Strategy, Digital Media, Digital Strategy, Innovation, Product Development, Qualitative Research, Leadership, Advertising, Marketing Strategy, User Experience, Strategy, Strategic Partnerships, Social Media Marketing, Enterprise Software, Mobile Marketing, Online Marketing, Analytics, Creative Direction, Digital Marketing, New Media, Brand Development, Content Strategy, Integrated Marketing, Mobile Devices, Online Advertising, SEM
Education
California College of the Arts 2010 — 2012
MBA, Design Strategy
University of Virginia 1995 — 1998
B.A., Economics, Spanish
ECR 2006 - Present
Sealed Air Corporation 2003 - 2005
Sealed Air Corporation 1998 - 2003
WR Grace 1993 - 1998
Arthur Andersen 1992 - 1993
Skills
Start-ups, Supply Chain Management, Finance, Supply Chain, Analysis, Management, Mergers, International Business, FMCG, Change Management, Accounting, Strategic Planning, Budgets, Project Planning, Banking, Business Planning, Business Strategy, Mergers & Acquisitions
Education
Corvinus University of Budapest 1994 — 1997
BA, Economics
Budapest University of Technology and Economics 1987 — 1992
MSc, Electrical Engineering
Bolyai
Workday May 2010 - Present
SAP August 2002 - May 2010
SAP April 2000 - August 2002
SAP October 1996 - April 2000
Arthur Andersen January 1994 - October 1996
Skills
Enterprise Software, Strategy, Budgets, Project Planning, Business Process, ERP, Requirements Analysis, SaaS, Sales Enablement, Salesforce.com, Go-to-market Strategy, Consulting, Solution Selling, Business Alliances, Cloud Computing, Sales, Business Intelligence, Analytics, Pre-sales, Complex Sales, Professional Services, Product Management
Education
California State Polytechnic University-Pomona 1992 — 1995
MSBA, Information Systems Audit
University of California, Santa Barbara 1989 — 1992
BA, Business Economics
Novatel Wireless April 2014 - Present
JC Gebauer & Associates January 2007 - Present
Tatum, a Randstad Company December 2013 - March 2014
Acme Communications, Inc. 2007 - December 2013
QSI NextGen Healthcare 2007 - 2010
McGladrey & Pullen August 2002 - July 2006
Haskell & White 2006 - 2006
Arthur Andersen 1994 - 2002
Skills
Internal Controls, SEC filings, GAAP, Accounting, Sarbanes-Oxley Act, Financial Reporting, Tax, Internal Audit, US GAAP, Finance, Financial Analysis, Mergers & Acquisitions, CPA, Revenue Recognition, Auditing, Financial Accounting, Due Diligence, Executive Management, Budgets, Consolidation, Strategic Financial..., Tax Accounting, Cost Accounting, Corporate Finance, General Ledger, Corporate Tax, Financial Statements, Income Tax, Acquisition Integration, Tax Research, Variance Analysis, IFRS, Financial Modeling, Private Equity, Business Valuation, Fixed Assets, QuickBooks, Tax Preparation, Managerial Finance, Cash Flow, Financial Audits, SEC Filings, Financial Planning
Education
California State University-Fullerton 1992 — 1994
BA in Business Administration, Concentration in Accounting
Hanson & Associates, Inc. Manager of TaxationMark Carson & Associates, PCJanuary 1998 - June 2004
Arthur Andersen January 1988 - June 1994
Skills
Tax Accounting, Tax Preparation, Accounting, Tax, Tax Advisory, Bookkeeping, Small Business, QuickBooks, Income Tax, CPA, Tax Returns, Partnership Taxation, Payroll Taxes, Preparation, Finance, Financial Planners, Forecasting, Start-ups, Financial Reporting, General Ledger, Balance
Education
California State University-Fullerton - College of Business and Economics 1983 — 1988
Bachelor's of Science, Business Administration and Accounting
Premier Valley Bank July 2014 - Present
Lozano Smith January 2014 - July 2014
San Joaquin Valley College November 2011 - January 2014
Premier Valley Bank July 2007 - January 2014
Fox Entertainment Group September 2006 - July 2007
Zacky Farms May 2005 - July 2006
Deloitte May 2002 - May 2005
Arthur Andersen March 2001 - May 2002
Skills
Accounting, Budgets, Financial Reporting, Microsoft Excel, Microsoft Office, Customer Service, GAAP, Analysis, Payroll, PowerPoint, Financial Analysis, Internal Controls, Microsoft Word, Financial Accounting, Outlook, QuickBooks, Accounts Payable, Leadership, General Ledger
Education
National University 2005 — 2007
MBA, Business Administration
California State University, Fresno 1997 — 2000
BS, Business Administration-Accountancy
MuscleEgg January 2015 - Present
Munger, Tolles & Olson June 2013 - Present
Munger, Tolles & Olson June 2013 - Present
Minson Corporation April 2011 - May 2013
Paul Hastings December 2005 - March 2009
Buchalter Nemer August 2004 - November 2005
Akin Gump Strauss Hauer & Feld LLP June 2003 - August 2005
Arthur Andersen June 1998 - February 2002
TBWA\Chiat\Day November 1997 - April 1998
Initiative November 1994 - November 1997
Skills
Fitness, Social Media, Marketing, Business Development, Event Planning, Public Speaking, Event Management, Social Networking, Social Media Marketing, Fundraising, Research, PowerPoint, Customer Service, Nationally Qualified..., Sponsored Athlete
Education
California State University-Fullerton
Bachelor's degree, Business Administration and Management, General
Southern California Edison October 2010 - Present
Sandel Avionics November 2005 - May 2010
LogicalApps October 2005 - June 2006
Camstar Systems, Inc. March 2001 - April 2005
Omtool 1995 - 1999
Arthur Andersen 1989 - 1995
Skills
Mergers & Acquisitions, Financial Modeling, Entrepreneurship, Due Diligence, Mergers, Internal Controls, Cash Flow, Accounting, Auditing, IPO, Cost Accounting, Human Resources, Operations Management, Private Equity Fund..., Debt Financing, Budgeting, Software Revenue..., Budgets, Corporate Finance, Finance, Management, Start-ups
Education
San Diego State University-California State University 1987 — 1989
BS, Accounting
California State University-Dominguez Hills
MBA, Operation and Finance
PricewaterhouseCoopers LLP June 2002 - Present
Arthur Andersen June 1998 - June 2002
Skills
Corporate Tax, FIN 48, SEC filings, Tax, Tax Accounting, US GAAP, Tax Research, Leadership, Income Tax
Education
California State University-Fresno 1996 — 1998
B.S., Accountancy
Grant Thornton LLP May 2007 - June 2010
RSM McGladrey 2003 - 2007
Price Waterhouse Coopers 1998 - 2003
Coopers & Lybrand 1997 - 1998
Hughes Electronics 1992 - 1997
Arthur Andersen 1988 - 1992
Skills
State Tax Planning, Tax Research, State Tax, Tax, Auditing, Tax Advisory, Sales Tax, SEC filings, Tax Law, Internal Controls, Mergers & Acquisitions, Tax Accounting, Partnership Taxation, FIN 48
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
MST, Taxation
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Accounting
Several High Profile Companies 1995 - Present
Triton Resources, Inc January 2013 - Present
Radius Health, Inc. January 2008 - July 2012
Eastern Enterprises December 1991 - December 1994
Ionpure Technologies November 1989 - November 1991
Millipore Corporation November 1988 - November 1989
Arthur Andersen July 1985 - October 1988
Skills
Netsuite, QuickBooks, Great Plains Software, Internal Controls, SEC filings, Revenue Recognition, Equity Accounting, US GAAP, Financial Reporting, Financial Modeling, Analysis, Auditing, Internal Audit, Accounting, Forecasting, Sarbanes-Oxley, Finance, Sarbanes-Oxley Act
Education
Bryant University 1981 — 1985
Bachelor's degree, Accounting
Tatum a Randstad Comoany April 2012 - Present
Exervio Management Consulting November 2009 - February 2011
Cambient January 2007 - November 2009
UT Dallas Naveen Jindal School of Management 2000 - 2007
North Highland 2004 - 2006
Hitachi Consulting July 2002 - October 2003
Arthur Andersen January 1997 - July 2002
Ernst and Younng February 1995 - December 1996
Occidental Chemical January 1985 - February 1995
Lorber Kamai Associates 1985 - 1986
Skills
Management Consulting, Strategy, Change Management, Executive Coaching, Leadership, IT Strategy, Mergers & Acquisitions, Organizational..., Business Transformation, Business Process..., Program Management, Acquisition Integration, Leadership Development, Organizational Design, Business Process..., Mergers, Organizational..., Consulting, Performance Improvement, Restructuring, Business Performance..., Governance, Project Portfolio..., Executive Management, Integration, Enterprise Software, CRM, Business Strategy, Project Management, Supply Chain Management, Performance Management, Business Development, Process Improvement, Telecommunications, Entrepreneurship, Human Resources, Management, Talent Management, PMO, Business Planning, Outsourcing, Executive Development, Start-ups, Recruiting
Education
Pepperdine University 1981 — 1983
MA, Psychology
California State University-Fullerton 1972 — 1977
BA, Social Studies
BDO USA, LLP January 2011 - Present
Windes & McClaughry Accountancy Corporation July 2004 - December 2010
Bolar Hirsch & Jennings LLP July 2002 - May 2004
Arthur Andersen May 2001 - June 2002
Skills
Tax, Income Tax, Corporate Tax, Federal Tax, Tax Compliance, Accounting, Financial Reporting, Auditing, CPA, FIN 48, Financial Accounting, Financial Analysis, Financial Planners, Fixed Assets, GAAP, General Ledger, Internal Controls, Mergers, Partnership Taxation, ProSystem fx Tax, QuickBooks, S Corporations, SEC filings, SEC Filings, Tax Preparation, Tax Research, Tax Accounting, Sarbanes-Oxley Act, US GAAP, Tax Returns, Mergers & Acquisitions, Financial Planning
Education
University of Southern California 2012 — 2015
MBT, Taxation
Bryant University 1997 — 2001
B.S.B.A, Accounting
Protiviti August 2002 - Present
iSecurePrivacy July 2000 - August 2002
Arthur Andersen 1997 - 2000
Skills
Auditing, Enterprise Risk..., Outsourcing, Management Consulting, Business Transformation, Forensic Analysis, IT Audit, Budgets, Operations Management, Information Security, Risk Assessment, Security, PMO, Privacy Law, Internal Audit, Project Management, CISA
Education
California State Polytechnic University-Pomona 1995 — 1997
MSBA, IT Audit
Southern Illinois University, Carbondale 1980 — 1985
Bachelor's Degree, Health/Health Care Administration/Management
Calance February 2011 - Present
Partners Consulting Services 1998 - October 2008
Ballantyne Computer Services Inc. 1998 - 2006
BCSI 1998 - 2006
AWT - Association of Women in Technology 2003 - 2004
Analysts International 1996 - 1998
St. Jude Medical Center 1996 - 1996
Arthur Andersen 1990 - 1996
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1996
Business
Eagle Rock High School 1980 — 1985
Willis July 2014 - Present
Marsh July 2007 - July 2014
Alan Gray, Inc. 2006 - 2007
RGL Forensics June 2002 - April 2006
Arthur Andersen January 2000 - April 2002
Deloitte 1998 - 2000
Campos & Stratis 1995 - 1998
Skills
Forensic Accounting, Business Interruption, Certified Fraud Examiner, Fraud, Business Valuation, CPA, Financial Analysis, Auditing, Risk Management, Internal Controls, Expert Witness, Accounting, Claim, Valuation, Enterprise Risk..., Finance, Insurance, Financial Risk, Due Diligence, Internal Audit, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Reporting, Mergers & Acquisitions, Corporate Governance
Education
Bryant University 1991 — 1995
BS BA, Accounting
Pollaro & McPherson Accountancy Corporation November 2013 - Present
Trash 4 Teaching 2004 - Present
Rotary Club of Del Amo Torrance July 2003 - Present
McDowell, Dillon and Hunter October 2006 - November 2013
Arthur Andersen July 1984 - June 1992
Skills
Accounting, Auditing, Audits of Employee..., Bookkeeping, Budgets, Business, Business Planning, CPA, Corporate Tax, Estate Planning, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Income Tax, Investments, Management Accounting, Management Consulting, Non-profits, Nonprofits, Partnerships, Payroll, QuickBooks, Real Estate, Risk Management, Small Business, Start-ups, Strategic Financial..., Strategic Planning, Tax, Tax Preparation, Trusts, Financial Planning
Education
Cal Poly Pomona
BS, Business Admin - Accounting
Westin Engineering April 2015 - Present
Westin Engineering October 2003 - Present
Malcolm Pirnie September 1998 - October 2003
Arthur Andersen July 1993 - September 1998
Fluor 1980 - 1983
Skills
Management Consulting, Utility Consulting, Business Analysis, Program Management, Water, Business Process..., Strategic Planning, Change Management, Process Improvement, Project Management, Risk Management, Business Intelligence, Asset Managment, Environmental Awareness, Sustainability, Integration, Energy Management, Business Development
Education
University of San Francisco 1992 — 1995
Master of Science, Environmental Management
Santa Clara University 1988 — 1992
Juris Doctorate, Environmental and Corporate Law
Pepperdine University 1981 — 1983
Business Administration
Cal Poly Pomona 1976 — 1980
Bachelor of Science, Chemical Engineering
Viacom Media Networks February 2013 - Present
MTV Networks November 2011 - January 2013
MTV Networks August 2010 - October 2011
MTV Networks August 2002 - July 2010
Arthur Andersen 2000 - 2002
Skills
Financial Reporting, Accounting, Entertainment, Television, Sarbanes-Oxley Act, Managerial Finance, Consolidation, Executive Management, Financial Modeling, Forecasting, Mergers & Acquisitions, Budgets, Strategic Financial..., Due Diligence, Finance, Auditing, Cash Management, Hyperion Enterprise, Financial Analysis, SEC filings, Variance Analysis, Cash Flow, Sarbanes-Oxley, Internal Controls, Cost Accounting, Financial Accounting, Analysis, US GAAP
Education
Bryant University 1996 — 2000
BS, Accounting
Hortonworks June 2014 - Present
Twilio, Inc. January 2014 - June 2014
DELL (DELL) September 2012 - December 2013
Quest Software (QSFT) (Acquired by Dell September 2012) October 2007 - September 2012
Quest Software (QSFT) (Acquired by Dell September 2012) October 2005 - October 2007
Tellme Networks July 2002 - October 2005
Interwoven July 2000 - May 2002
Remedy Corporation December 1999 - July 2000
Remedy Corporation July 1999 - December 1999
Arthur Andersen September 1996 - July 1999
Skills
SEC Financial Reporting, US GAAP reporting, Oracle R12 Financials, Great Plains Software, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
MBA, Business Administration, 3.8 GPA
California Polytechnic State University-San Luis Obispo 1994 — 1996
BS, Accounting, 3.6 GPA (Cum Laude)
Randstad 2013 - Present
Meruelo Enterprises 2003 - 2012
Microsoft 2002 - 2003
Arthur Andersen 1995 - 2002
First Interstate Bancorp 1993 - 1995
First Interstate Bank Ltd 1990 - 1992
Skills
M&A integration, System integration, BI infrastructure..., ERP conversions, Supply Chain..., Logistics Management, Business Process..., Mobility Management, Accounting, Compensation, Customer Relations, Project Management, Change Management, Staff Development, Mergers, Deferred Compensation, Customer Service, Business Intelligence, Strategic Planning, Management, Program Management, Integration, ERP, Operations Management, Leadership, Mergers & Acquisitions, Human Resources, Performance Management, Budgets, CRM, Personnel Management, Finance, Negotiation, Start-ups, Vendor Management, Supply Chain Management
Education
California Polytechnic State University-San Luis Obispo 1985 — 1989
Bachelor of Science (BS), Business w/finance concentration
Ojai Valley School
CareFirst BlueCross BlueShield September 2013 - Present
Avalere Health July 2010 - August 2013
Coventry Health Care January 2007 - June 2010
McDermott Will and Emery October 2004 - January 2007
Harvard School of Public Health September 2002 - June 2004
Foley & Lardner LLP May 2002 - August 2002
Arthur Andersen February 1999 - May 2001
The Lewin Group July 1996 - January 1999
Skills
Health Policy, Policy Analysis, Public Policy, Legal Writing, Legal Research, Policy, Healthcare, Research, Legislation, Government, Health Law, Medicare, Health Care Reform
Education
Bryn Mawr College
Bachelor's Degree
Harvard Law School
JD
Risk & Regulatory Consulting LLC September 2010 - Present
McGladrey September 2010 - April 2012
Self-employed September 2007 - September 2010
Mortgage Lenders Network November 2006 - January 2007
Mortgage Lenders Network February 1997 - October 2006
Arthur Andersen February 1985 - August 1996
Skills
Recruiting, Operations Management, Team Building, Performance Appraisal, Management, Budgets, Project Management, Insurance, Finance, Accounting, Time Management, Training, Leadership, Risk Management, Strategy
Education
Bryant University 1972 — 1974
Hamden High School 1968 — 1972
Squar Milner September 2015 - Present
Mission Hills Christian School July 2013 - August 2015
SGH Group 2003 - 2004
myCFO, Inc. 2000 - 2002
Arthur Andersen 1997 - 2000
Skills
Corporate Tax, Tax, Accounting, Tax Accounting, CPA, Income Tax, Financial Reporting, Internal Controls, Tax Research, Tax Preparation, Management, Sarbanes-Oxley Act
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Appraisal Source April 2013 - Present
WTAS April 2009 - April 2013
WTAS April 2009 - April 2013
American Society of Appraisers June 2009 - June 2012
Grant Thornton LLP March 2004 - May 2008
Moss Adams LLP 2003 - 2004
Arthur Andersen 1998 - 2002
Oregon Department of Revenue May 1993 - June 1997
Skills
Property Tax, Cost Segregation, Fixed Asset Management, Appraisals, Expert Witness, Valuation, Financial Analysis, Due Diligence, Mergers, Estate Tax Planning, Real Estate, Purchase Price..., Mergers & Acquisitions, Fixed Assets, Tax Accounting, Corporate Tax
Education
California State University-Chico 1987 — 1990
BS, Accounting and Finance
Federal Reserve Bank of San Francisco January 2012 - Present
Accenture November 1995 - November 2010
Arthur Andersen September 1993 - October 1995
Skills
Project Coordination, MS Office Suite, Desktop Support, Presentation Skills, Outstanding Customer..., SharePoint, Communication Written, Oral Communications, Team Building, MS Project, Project Management, Training, Management, Customer Service, Team Leadership, IT Service Management, Technical Support, Management Consulting, Microsoft Office
Education
California State University-Chico 1987 — 1991
B.S, Business Administration Management Information Systems
Specialty Financial Solutions LLC 2001 - Present
NationsRent 2000 - 2001
NationsRent 1997 - 2001
Intrenet, Inc. 1989 - 1997
Arthur Andersen 1979 - 1989
Butler University 1980 - 1980
Skills
Corporate Finance, Mergers, Due Diligence, Financial Modeling, Private Equity, Strategy, Restructuring, Mergers & Acquisitions, Finance, Risk Management, Business Planning, Financial Reporting, Auditing, Executive Management, Accounting, Investments
Education
Butler University - College of Business Administration 1976 — 1979
Bachelor's Degree, Accounting and Economics
Reckitt Benckiser January 2012 - July 2015
Reckitt Benckiser January 2009 - December 2011
Reckitt Benckiser February 2003 - December 2008
GE Healthcare South Eastern Europe August 2000 - February 2003
Arthur Andersen January 1999 - August 2000
KPMG Hungary September 1994 - January 1999
Skills
Forecasting, FMCGm, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Planning, Business Analysis, Business Planning, Financial Audits, Managerial Finance,, Business Process..., Business Strategy, Strategic Financial..., External Audit, Acquisition Integration, Change Management, Mergers & Acquisitions, Financial Modeling, Auditing, Strategy, Management, Due Diligence, Budgets, Corporate Finance, Accounting, Internal Controls, IFRS, Analysis, Finance, Sarbanes-Oxley Act, US GAAP, Internal Audit, Business Process, Tax, Restructuring, Working Capital..., FMCG, Leadership, Consolidation, Financial Risk, Cost Accounting, ERP, Managerial Finance, Budgeting, Cross-functional Team..., Financial Planning
Education
Budapest University of Technology and Economics 1989 — 1994
Master, Faculty of Electrical Engineering and Informatics
Altschuler Financial Services April 1994 - Present
Intergen 1992 - 1994
Alexander, Aronson, Finning & Co., P.C. 1989 - 1992
Arthur Andersen 1987 - 1989
Skills
Mergers, Investment Management, Personal Financial..., Asset Managment, Financial Analysis, Investments, Mergers & Acquisitions, Financial Services, Budgets, Asset Management, Estate Planning, Tax, Private Equity, Due Diligence, Alternative Investments, Strategic Financial..., Portfolio Management
Education
Bryant University 1983 — 1987
BA, Accounting
McGladrey October 2002 - Present
Arthur Andersen June 1997 - July 2002
Caito Foods Service, Inc. January 1991 - June 1997
Price Waterhouse October 1985 - January 1991
American Monitor Corporation 1984 - 1985
Skills
Financial Reporting, Sarbanes-Oxley Act, Leadership, Accounting, Finance, CPA, Internal Controls, Auditing, Professional Services, Financial Analysis, GAAP, Financial Accounting, US GAAP
Education
Butler University 1980 — 1985
Bachelor's degree, Accounting and Finance
Indiana University-Purdue University at Indianapolis 1981 — 1985
Business
MFA - Moody, Famiglietti & Andronico June 2008 - May 2012
BDO Seidman, LLP August 2002 - June 2008
Arthur Andersen 1996 - 2002
Skills
SEC filings, Revenue Recognition, Internal Controls, GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Auditing, Tax, Income Tax, Financial Accounting, Sarbanes-Oxley, US GAAP, Financial Analysis, Due Diligence, CPA, Tax Preparation, General Ledger, Corporate Tax, Business Valuation
Education
Bryant University 1992 — 1996
BA, Accounting
Maloney Commodity Services, Inc. March 2008 - Present
Various Small Businesses 1994 - February 2008
Prodigy Services Company May 1989 - February 1993
F.W. Woolworth Company 1986 - 1989
Arthur Andersen 1985 - 1986
Skills
Financial Analysis, Finance, Forecasting, Budgets, Analysis, Management, Strategic Planning, Financial Reporting, Accounting, Team Building, Business Analysis, Sales, Risk Management, Project Management, Business Planning, Managerial Finance, Payroll, Microsoft Office, Strategy, Business Development, Leadership, Cross-functional Team..., Journal Entries, Cash Flow, QuickBooks, Consolidation, Microsoft Dynamics SL, Accounts Receivable, General Ledger, Internal Audit, Cash Flow Forecasting, Cash Flow Statements, Outlook, Microsoft Excel, Microsoft Word, Employee Benefits, Hiring Employees, Quarterly Taxes, International Relations, Office Management, Travel Arrangements, Conference Coordination, Executive..., Personal Shopping, Office Administration, Bookkeeping, Hotel Booking, Coordinate Events, IT Support Coordinator
Education
Bucknell University 1981 — 1985
Bachelor's Degree
Fayetteville-Manlius High School 1977 — 1981
Unified Dispatch October 2012 - Present
Ballentine Consulting June 2011 - Present
UNX 2004 - 2011
UNX 2003 - 2004
UNX 2002 - 2003
UNX 2000 - 2002
Long & Associates, P.C. October 1997 - March 2000
Arthur Andersen February 1996 - September 1997
Olinger Distributing Company August 1995 - January 1996
First Indiana Bank May 1993 - August 1995
Skills
Business Management, Business Strategy, Strategic Planning, Business Planning, Cloud Computing, PaaS, SaaS, Business Analysis, Product Development, Product Management, Product Strategy, Technical Writing, Customer Experience, Product Support, Customer Service, Customer Satisfaction, Professional Services, Technical Staff..., Technical Sales..., New Business Development, Operations Management, Program Management, Software Project..., Process Improvement, Change Management, Team Building, Staff Management, Management Consulting, Start-up Consulting, Start-ups, Start-up Environment, Information Management, Information Technology, Leadership Development, Management, Electronic Trading, Equities, Business Intelligence, Leadership, Budgets, Executive Management, CRM, Strategic Partnerships, Consulting, Mergers & Acquisitions, Business Process..., Strategy, Business Development, Project Management, Sales
Education
Butler University - College of Business Administration 1989 — 1993
B.S., Finance
Harvard Business School Executive Education
Leading Product Development
Securities Industry Institute: The Wharton School, U of Pennsylvania 2005 — 2008
SIFMA Securities Industry Institute
KPMG May 2002 - Present
Arthur Andersen 1995 - 2002
Digital Convergence January 1998 - January 2000
Skills
Litigation Support, Computer Forensics, Expert Witness, Litigation Consulting, Fraud, Forensic Accounting, Risk Management, Forensic Analysis, FCPA, Investigation, Internal Investigations, E-Discovery Consulting, EnCase, Data Privacy, Corporate Governance, Project Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
Other
Other...
MUFG Americas March 2015 - Present
DLC May 2007 - March 2015
CarMax January 2004 - May 2006
Ernst & Young June 2002 - January 2004
Center for Empowerment September 2001 - June 2002
Arthur Andersen August 1998 - August 2001
Skills
Internal Audit, Restructuring, Financial Reporting, Financial Audits, Change Management, Risk Management, Business Analysis, Accounting, Internal Controls, Microsoft Excel, Process Improvement, Microsfot Office..., CPA, PMP, Strategic Planning, Sarbanes-Oxley Act, Basel II
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Business Administration (BBA), Accounting Concentration
Los Angeles Pierce College 1994 — 1996
Transfer, General Education
Parker and Lynch Ajilon Professional Staffing February 2000 - Present
Marine Midland Bank NA (Now Part of HSBC) January 1988 - May 1994
Bank of America September 1986 - January 1988
Ernst & Young December 1985 - May 1986
Arthur Andersen June 1985 - August 1985
Skills
Executive Search, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Staffing Services, Internet Recruiting, Temporary Staffing, Recruiting, Permanent Placement, Benefits Negotiation, Contract Recruitment, Sourcing, Onboarding, College Recruiting, Screening Resumes, Human Resources, Temporary Placement, Taleo, Career Development, Interviews, Management, Finance, Payroll, Employee Training, Industrial Sector, PeopleSoft, Recruitment Advertising, Cold Calling, Candidate Generation, Employee Relations, Sales, Business Networking, Hiring, HR Consulting, IT Recruitment, Career Counseling, Search, Accounting, Succession Planning, Staff Augmentation, Resume Writing, Personnel Management, Screening, Building Relationships, Performance Management, Consulting, Employee Benefits, Interview Preparation, HRIS, Talent Management
Education
Bryant University 1982 — 1986
BS, Accounting and Finance
PwC July 2012 - Present
PricewaterhouseCoopers May 2002 - July 2012
Arthur Andersen November 1999 - April 2002
Skills
Auditing, SEC filings, Accounting, GAAP, Consolidation, Financial Statements, IPO, Derivatives, SEC, US GAAP, Internal Controls, Sarbanes-Oxley Act, Assurance, Financial Reporting, CPA, External Audit, Energy, Big 4, Sarbanes-Oxley, Tax Accounting, SOX 404
Education
California State University-Bakersfield 1992 — 1997
RxBenefits, Inc. August 2015 - Present
CVS Caremark Corporation August 2013 - February 2015
EnvisionRX Options November 2011 - June 2013
MGAlive.com February 2010 - November 2011
Arthur Andersen April 1998 - January 2000
Skills
Account Management, Marketing, Project Management, Marketing Communications, Sales, Sales Management, Contract Negotiation, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS, Business
Queenscare Health Centers July 2013 - Present
University of Southern California - USC Stevens Center for Innovation September 2006 - June 2013
Lisa Kederian DDS July 2008 - August 2008
USC School of Dentistry June 2001 - June 2006
Arthur Andersen 2000 - 2001
Cedars-Sinai Medical Delivery Network 1994 - 2000
Skills
IT Management, Project Management, IT Strategy, Business Intelligence, IT Operations, Healthcare Information..., IT Security, Software Development, Dentistry, Databases, Windows Server, Active Directory, Cloud Computing, Security, Web Applications, Network Administration, Networking, IT Infrastructure..., Technology Transfer, Database Administration, EHR, Executive Reporting, PMP, Ad Hoc Reporting, IT Solutions, dentistry IT, Information Security, Management, Leadership, EPIC EMR
Education
California State Polytechnic University-Pomona
Bachelor of Science, Aerospace Engineering
Wells Fargo March 2014 - Present
Solidus Technical Solutions, Contracted to MIT Lincoln Laboratory January 2012 - March 2014
Booz Allen Hamilton August 2009 - January 2012
Master Solutions October 2007 - January 2010
McNeil Technologies August 2004 - October 2007
RAND May 2001 - August 2004
IndX Software Corporation May 2000 - May 2001
Onyx Acceptance Corporation September 1998 - May 2000
Arthur Andersen 1997 - 1998
IMB/Catapult 1996 - 1997
Skills
Software Development, Team Leadership, CISSP, Information Assurance, Security, Systems Engineering, Vulnerability Assessment, Information Security, Network Security, Integration, Requirements Analysis, Computer Security, Disaster Recovery, Software Engineering, Windows, System Administration, Cloud Computing, VMware, Cisco Technologies, Active Directory, Networking, Perl, Testing, System Architecture, Information Technology, Microsoft SQL Server
Education
Vanguard University of Southern California 2000 — 2002
B.S., Management Information Systems
California State University-Long Beach 1998 — 2000
Computer Sience
Orange Coast College 1994 — 2000
Various
KPMG December 2009 - Present
Deloitte June 2002 - February 2009
Arthur Andersen September 1999 - May 2002
Wabash Trading Co. January 1994 - September 1999
Eli Lilly and Company 1964 - 1993
Skills
Direct Sales, Product Marketing, Business Relationship..., Medical Communications, International Trade, Indirect Taxation, Customs and Duties, New Business Development, Vendor Management, Business Development, Business Strategy, Business Analysis, Sales Operations, Sales Process, Management, Strategy, Professional Services, Executive Management, CRM, Sales Management, Sales, Cross-functional Team..., Contract Negotiation, Team Leadership, Business Planning
Education
Wabash College 1960 — 1964
A.B., Biology
California State University-Fullerton
Nyac Mining Company June 2013 - Present
Xcelaero April 2007 - June 2013
The McClatchy Company May 2004 - April 2007
SonicWall September 1999 - September 2003
KPMG September 1995 - September 1999
Arthur Andersen September 1991 - September 1995
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
Insperity April 2014 - Present
Cranbury Group, LLC/Barry I Wolfe CPA, MBA April 2011 - Present
Tarkus Capital LLC September 2006 - March 2014
Rose, Snyder & Jacobs October 1994 - March 2009
Glick Morganstern Capital Group September 2002 - May 2007
Arthur Andersen 1983 - 1992
Skills
Finance, Loans, Restructuring, Cash Flow, Loan Origination, Underwriting, Commercial Real Estate, Strategic Partnerships, Debt Restructuring, Capital, Mergers & Acquisitions, Financial Modeling, Debt, Due Diligence, Mergers, Start-ups, Asset Based Lending, Credit, Portfolio Management, Financial Analysis, Business Strategy, Project Finance, Renewable Energy, Mezzanine, Working Capital..., New Business Development, Accounts Receivable, Energy Efficiency..., Solar Energy, Business Analysis, Design & Build, Financial Reporting, Private Equity, Financial Structuring, Management, Strategy, Small Business, Valuation, Strategic Financial..., Business Development, Accounting, Funding, Financial Services, Financial Planning, Corporate Finance
Education
California Lutheran University 1995 — 2000
MBA, Business
University of Hartford 1976 — 1980
BSBA, Economis & Finance
The George Washington University 1975 — 1976
N/A, Accounting
Norwalk High School
JWG Consulting June 2009 - Present
Alpine Packing Company 2006 - 2009
PacNet (Pacific Network) 1989 - 2001
PacTel InfoSystems 1986 - 1987
Arthur Andersen 1974 - 1977
Skills
Accounting, Strategic Planning, Financial Goals, CPA, Mergers, Acquisitions, Financial Modeling, Profit Maximization, Due Diligence, Hyperion Enterprise, Board of Director..., Finance, Strategy, SEC filings, Customer Satisfaction, Financial Reporting, Cash Management, Management, Forecasting, Leadership, Financial Analysis, Acquisition Integration, Strategic Financial..., Software Documentation, Executive Management, Board of Directors, Project Planning, Change Management, Process Improvement, Sarbanes-Oxley Act, Management Consulting
Education
California State University-East Bay 1970 — 1974
BS, Business Admin, Accounting
Seyfarth Shaw May 2011 - Present
WilmerHale August 2010 - May 2011
New England Baptist Hospital April 2010 - July 2010
Ropes & Gray LLP September 2007 - March 2010
Winstead PC May 2005 - August 2005
Arthur Andersen January 2002 - May 2002
Skills
Employee Benefits, ERISA, Legal Compliance, Tax, Employment Law
Education
New York University School of Law 2006 — 2007
LL.M., Taxation
Southern Methodist University Dedman School of Law 2003 — 2006
JD, Law
Butler University 1999 — 2003
BS, Accounting
Mundelein High School
U.S. Bank December 2014 - Present
U.S. Bank July 2012 - November 2014
Booz & Company April 2011 - June 2012
Booz & Company June 2009 - April 2011
Katzenbach Partners LLC August 2008 - June 2009
Fair Isaac June 2007 - August 2007
HSBC Card Services June 2003 - August 2006
HSBC Card Services January 2002 - June 2003
Arthur Andersen September 2000 - December 2001
Skills
Forecasting, Financial Modeling, Financial Services, Strategy, Management Consulting, Due Diligence, Valuation, Analytics, Corporate Finance, Financial Analysis, Analysis
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1995 — 2000
BS, Business Administration
PwC December 2014 - Present
Navigant Consulting June 2006 - December 2014
Ernst & Young June 2002 - June 2006
Arthur Andersen September 1993 - May 2002
Skills
Due Diligence, SEC filings, Forensic Accounting, Restructuring, Business Valuation, Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Corporate Governance, CPA, Mergers & Acquisitions, Private Equity, Forensic Analysis, US GAAP, Enterprise Risk..., Revenue Recognition, Litigation Consulting, Big 4, FCPA, Executive Management, Internal Controls, Financial Modeling, Accounting, Auditing, GAAP, Venture Capital, Acquisition Integration, Internal Audit, Certified Fraud Examiner, IPO, Valuation, Management Consulting, Corporate Finance, SOX 404, External Audit, Regulatory Compliance, Compliance Management, Operational Risk..., Third Party Vendor...
Education
Bucknell University 1989 — 1993
BSBA, Accounting
Ryan, Inc. September 2009 - Present
Cookie Lee Jewelry 2007 - Present
Fairplex March 2008 - June 2009
Equinaire/FTI Property Management January 2005 - March 2007
Ernst & Young August 2000 - July 2004
Arthur Andersen 1999 - 2001
Deloitte 1996 - 1999
Carter Hawley Hale Stores 1983 - 1997
Education
California State Polytechnic University-Pomona
LenderLive 2012 - Present
Marix Servicing 2010 - 2012
Sterling Home Retention 2008 - 2010
ISGN 2006 - 2008
Dorado 2003 - 2006
Flypaper Inc. 2000 - 2003
Arthur Andersen 1996 - 2000
Skills
Strategy, Business Development, Mortgage Lending, Management, Loans, Business Intelligence, Business Strategy, Loan Origination, Loan Servicing, Investment Properties, Professional Services, Executive Management, Credit, Risk Management, Banking, New Business Development, Financial Services, Portfolio Management, Mergers & Acquisitions, Project Management, Financial Analysis, SaaS, Strategic Partnerships, Product Management, Start-ups
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Mathematics
Foothill High School
CareMore Health Plan September 2014 - Present
Insight Global March 2013 - September 2014
Randstad Technologies US December 2007 - March 2013
First USA Home Loans August 2006 - December 2007
KPMG May 2002 - August 2006
Arthur Andersen September 1999 - May 2002
ADP August 1994 - September 1999
Skills
Routers, CCNA, VPN, Dell PowerEdge Servers, Firewalls, Switches, Microsoft Technologies, HP Servers, Disaster Recovery, Networking, Cisco Nexus, Riverbed, Cisco Wireless, Cisco ASA, Cisco IOS, Cisco Meraki Wireless, Infoblox
Education
California State University-Fullerton 1991 — 1994
BA, Business Administration
Ainer & Fraker, LLP September 2013 - Present
The Pearls of Wisdom, Inc. (a 501(c)(3) entity) April 2004 - Present
Bolden Tax Consulting January 2002 - September 2013
Twenty Pearls Foundation February 2011 - February 2013
HP Autonomy February 2007 - February 2010
ARTHUR ANDERSEN 2000 - 2002
DELOITTE & TOUCHE 1996 - 1998
Skills
Tax Research, Tax, Corporate Tax, Partnership Taxation, Analysis, Sales Tax, Tax Advisory, Business Development, Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Tax Preparation, Non-profits, Non-profit Leadership, Non-profit Director, Youth Programs, Board Development, Non-profit Board..., Major Gift Solicitations, Positive Youth..., Youth Leadership..., Youth Mentoring, Nonprofits, General Ledger, Finance, CPA, Tax Law, Estate Planning, Small Business, Teaching, Budgets, Financial Planners, Internal Audit, Teaching Adults, Entrepreneurship, Tax Accounting
Education
John F. Kennedy University 2013 — 2013
Certification, Institute of Entrepreneurial Leadership (IEL) Program
California State University-East Bay 2000 — 2002
MBA, M.S., (Taxation)
California State University-East Bay
Bachelor of Science, Accounting
Andrena Photography February 2002 - Present
Asera 2000 - 2001
SRI Consulting 1998 - 2000
Arthur Andersen 1993 - 1998
Skills
Photography, Publishing, Weddings, Portraits, Storytelling, Blogging, Research, Editorial, Software Development, Event Photography, Wedding Photography, Studio Photography, Photoshop, Photos, Magazines, Digital Photography, Commercial Photography, Management
Education
California State University, Fresno
BA, Journalism & Liberal Studies
Los Angeles Pierce College
AA, Journalism
Cambient March 2007 - Present
The North Highland Company May 2004 - December 2006
Hitachi Consulting July 2002 - October 2003
Arthur Andersen January 1997 - July 2003
Ernst and Young March 1995 - January 1997
Occidental Petroleum January 1985 - March 1995
Education
Pepperdine University 1981 — 1984
MA
California State University-Fullerton 1974 — 1977
BA
Blue Sky Communications November 2011 - Present
County of Riverside October 2008 - October 2011
Nestlé Waters North America 2003 - 2006
Nestlé Waters North America 2001 - 2003
Nestle Waters North America 1999 - 2001
Arthur Andersen August 1995 - August 1998
Education
California State University-Fullerton 2009 — 2011
Masters of Science, Instructional Design and Technology
California State Polytechnic University-Pomona
BS, Business Administration - Human Resources
F5 Networks October 2013 - May 2014
F5 Networks May 2011 - October 2013
F5 Networks September 2007 - May 2011
Hitachi Consulting July 2002 - September 2007
Arthur Andersen March 1998 - July 2002
Skills
Business Intelligence, Cloud Computing, Information Technology, ERP, Business Analysis, Oracle E-Business Suite, Enterprise Software, PMO, SaaS, Cross-functional Team..., Integration, IT Strategy, Business Process..., Leadership, Project Management, SDLC, Program Management, Vendor Management, Management, Business Process, Process Improvement
Education
University of Washington 2009 — 2010
Certificate, Business Intelligence
California State Polytechnic University-Pomona 1986 — 1991
Bachelor, Business Administration and Management, General
CRC Health Group July 2011 - Present
CRC Health Group January 2009 - September 2011
Aspen Education Group September 2003 - December 2008
PwC 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., SEC Financial Reporting, US GAAP, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics, FRx Report Designer, Cognos, Budgets, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Forecasting, Corporate Finance, Cash Flow, Internal Controls, GAAP, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 1995 — 2000
Bachelor of Arts (B.A.), Business Administration with concentration in Accounting
Cisco February 2007 - Present
Oracle October 1991 - December 2006
Arthur Andersen 1988 - 1991
Skills
Tax, Corporate Tax, CPA, Mergers & Acquisitions, Internal Controls, Tax Accounting, Fixed Assets, Income Tax, Tax Law, Account Reconciliation, Sales Tax, Indirect Taxation, Tax Returns, Tax Preparation
Education
California State University-Hayward 1988 — 1991
MBA, Taxation
California State University-East Bay 1978 — 1983
BS, Business Administration
Self-employed December 2005 - Present
Genentech, Inc. November 2003 - December 2005
Transmeta Corp. August 2002 - April 2003
LifeChart.com, Inc. September 1999 - March 2000
Collagen Aesthetics, Inc. November 1998 - September 1999
Arthur Andersen December 1995 - August 1998
Skills
Finance, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1993 — 1995
Invicta Consulting, Inc. April 2004 - Present
AJ Harita, Ltd. 1998 - 2002
Ernst & Young 1997 - 1998
Arthur Andersen 1995 - 1996
Skills
Consultancy, ERP, Security
Education
Loyola Marymount University, College of Business Administration 1993 — 1995
MBA
California State University-Fullerton 1990 — 1993
B.A.
Nanzan University 1992 — 1992
Certificate
Servite High School
EY September 2014 - Present
KLR (Kahn, Litwin, Renza & Co.) September 2012 - July 2014
Ernst & Young 2007 - September 2012
United Technologies Corporation 2003 - 2007
Textron 1998 - 2003
Arthur Andersen 1995 - 1998
Skills
International Tax, Tax Research, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Accounting, Tax, Income Tax, Tax Advisory, US GAAP, Financial Reporting, Internal Controls, Financial Analysis
Education
Connecticut College 1991 — 1995
Bachelor of Arts (BA), Economics
Bryant University
MST, TAX
The London School of Economics and Political Science (LSE)
Certificate, Finance
University of Hartford
MSPA, Public Accounting
Pardee Properties December 2013 - Present
ARC Entertainment August 2011 - December 2013
Boingo Wireless August 2009 - August 2011
PeopleSupport April 2004 - March 2009
Aegis 2008 - 2009
First Advantage April 2003 - April 2004
US Search.com April 2002 - April 2003
Capstone Turbine April 1998 - April 2002
Arthur Andersen 1996 - 1998
Ralph M. Parsons Corp. April 1991 - August 1996
Skills
Start-ups, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Mergers, Financial Modeling, Mergers & Acquisitions, Business Development, Entrepreneurship, Executive Management, Finance, Outsourcing, Cross-functional Team..., Due Diligence, Strategic Financial...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Finance & Operations
California Polytechnic State University-San Luis Obispo 1986 — 1991
BS, Engineering
Central Garden and Pet April 2010 - Present
KForce Technology Staffing December 2009 - February 2010
Longs Drug Stores, Inc. May 2002 - June 2009
Longs Drugs May 2002 - June 2009
Longs Drug Stores May 2002 - June 2009
Arthur Andersen January 2001 - April 2002
Longs Drug Stores, Inc. February 1998 - December 2000
Skills
Requirements Gathering, Business Analysis, Crystal Reports, SQL, Data Warehousing, Business Process, Business Intelligence, Microsoft Excel, Inventory Management, Retail, Supply Chain, Auditing, Microsoft Office, Merchandising, Training, Inventory Control, Team Building, Management, Software Documentation, Oracle, Analysis, Data Analysis, Testing, Process Improvement, Business Process..., Project Management, Quality Assurance, Requirements Analysis, Supply Chain Management, Project Planning, Integration, SDLC, SAP, Cross-functional Team..., CRM, Visio
Education
California State University-Stanislaus 1991 — 1994
Bachelor of Science (B.S.), Business Administration
Sage September 2011 - Present
SAGE May 2007 - September 2011
Sage Software November 2005 - September 2011
Sage Software - North America November 2005 - May 2007
Sage Software November 2001 - May 2003
Arthur Andersen 1994 - 1998
Skills
Accounting, Business Process..., Revenue Recognition, Financial Reporting, Cross Functional Team..., Business Process..., New Business Development, Business Strategy, Enterprise Software, Organizational Culture, Financial Modeling, Strategic Financial..., Mas 90, Management Consulting, SEC filings, Internal Audit, GAAP, ERP, Process Improvement, Mergers & Acquisitions, SAP, Forecasting, Consolidation, Finance, Software Implementation, Internal Controls, Financial Accounting, Managerial Finance, Executive Management, Acquisition Integration, Sage, Cost Accounting, Variance Analysis, Financial Analysis, Business Process, Auditing, Cash Management, MAS500, SEC Filings
Education
Cal Poly Pomona 1989 — 1994
Bachelor of Science (B.S.), Accounting
California State Polytechnic University-Pomona 1989 — 1994
BS, Accounting
The Bank of Hemet June 2010 - Present
The Bank of Hemet May 2002 - June 2010
Arthur Andersen September 1995 - May 2002
Skills
SEC Financial Reporting, SEC filings, Sarbanes-Oxley Act, Auditing, CPA, Budgets, Financial Modeling, Financial Reporting, Financial Services, Financial Accounting, Corporate Tax, ESOP, Human Resources
Education
California Lutheran University 1991 — 1995
Bachelor of Science (BS), Accounting
LB2B Consulting, LLC January 2006 - Present
SAP 2013 - 2013
Fisker Automotive 2010 - 2011
Fluor June 2007 - November 2007
Pioneer Electronics 2006 - 2007
Arthur Andersen 2001 - 2002
Intel Corporation 2000 - 2000
Skills
ABAP, Business Analysis, Business Intelligence, Business Objects, Business Process, Business Process..., Cross-functional Team..., CRM, ECC, ERP, IT Strategy, Integration, Management, Manufacturing, Materials Management, Process Improvement, Program Management
Education
California State Polytechnic University-Pomona 1997 — 2001
United States Military Academy at West Point
Cabrini of Westchester June 2008 - Present
Cabrini College 1996 - Present
Cabrini Eldercare September 2006 - June 2008
Missionary Sisters of the Sacred Heart May 1999 - September 2006
Blank Rome LLP May 1996 - May 1999
Arthur Andersen May 1991 - May 1996
Education
Saint Joseph's University 1987 — 1990
MBA, Marketing and Management
Cabrini College 1981 — 1985
B. S., B. A., Business Administration, English / Communications
Tactel 2010 - Present
Teleca October 2006 - January 2009
Arthur Andersen 1996 - 2000
Education
California State Polytechnic University-Pomona 1994 — 1997
Akademos, Inc. February 2014 - Present
Synapse Group, Inc., a subsidiary of Time Inc., the publishing unit of Time Warner January 2006 - February 2014
QSP, Inc., a division of Time Inc., the publishing unit of Time Warner February 2011 - January 2012
Synapse Group, Inc., a subsidiary of Time Warner August 1999 - December 2005
Cendant Membership Services December 1998 - July 1999
Fraser Papers, Inc September 1995 - November 1998
Arthur Andersen July 1988 - August 1995
Education
Bucknell University 1984 — 1988
Bachelor of Science, Business Administration
North Branford High School 1980 — 1984
High School
Hitachi Consulting July 1998 - Present
Arthur Andersen July 1998 - July 2002
Skills
Business Process..., Oracle E-Business Suite, Management Consulting, Oracle Applications, ERP, PMO, Integration, Financials, Business Process, Oracle, Business Transformation, Business Process..., IT Strategy, Business Analysis, Business Process Design, Consulting, Requirements Analysis, Process Improvement, Change Management, Financial Accounting, Strategy, Finance
Education
California State Polytechnic University-Pomona
BS, Accounting
The Hackett Group April 2010 - Present
TopDown Consulting July 2008 - April 2010
Lafarge January 2007 - June 2008
Lafarge North America August 2000 - December 2006
US Office Products April 1999 - August 2000
Arthur Andersen December 1995 - April 1999
Skills
Hyperion Enterprise, Consolidation, HFM, Cash Flow, EPM, Financial Reporting, SOX, Financial Systems, Process Flow, Business Intelligence, Accounting, Visual Basic, Project Management, Six Sigma, Tax Integration, OBIEE, Sarbanes-Oxley Act, FDM, Integration, Essbase, ERP, Process Improvement, Business Analysis, Hyperion Planning, Finance, Analysis, Enterprise Software, SDLC, Shared Services, Oracle E-Business Suite, Access, Internal Controls, Management, Business Process..., Consulting, Oracle, Business Process, Financial Analysis, Hyperion
Education
Villanova University 2011 — 2011
Master Certificate, Six Sigma - Financial Services
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
MBA/MS, Business/Accounting
Bryn Mawr College 1991 — 1995
BA, Mathematics
Dishari Management Int. General ManagerBahgat Group2001 - 2002
Ezz Industries 2000 - 2001
American Management Systems March 1997 - April 1999
Arthur Andersen February 1992 - March 1997
Price Waterhouse February 1982 - October 1988
Education
Cairo University 1976 — 1981
BS, Mechanical Engineering
Resources Global Professionals December 2007 - Present
Lexar Media June 2000 - September 2007
Solectron March 2000 - June 2000
SalesLink Corporation May 1999 - February 2000
Arthur Andersen December 1998 - February 1999
Artemis Company April 1997 - December 1998
Skills
Auditing, Sarbanes-Oxley Act, Business Analysis, Financial Analysis, SEC filings, Finance, Revenue Recognition, Forecasting, Manufacturing, ERP, Financial Reporting, Accounting, Consolidation, GAAP
Education
California State University-East Bay 2001 — 2006
Quick, Rios & Associates September 2003 - Present
KPMG July 2002 - August 2003
Arthur Andersen November 1994 - June 2002
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
MBT
California State University-Northridge 1986 — 1989
B.S.
University of California, Irvine
Wells Fargo Bank September 2009 - Present
Castle & Cooke January 2005 - August 2009
Bakersfield Memorial Hospital June 2001 - December 2004
Arthur Andersen June 1994 - June 2002
Education
California Polytechnic State University-San Luis Obispo
Robert Half International 2005 - Present
Protiviti, Inc. Managing DirectorKPMGMay 2002 - July 2005
Arthur Andersen 1989 - May 2002
Education
California State Polytechnic University-Pomona 1986 — 1989
B.S., Accounting
Barbich Hooper King Dill Hoffman August 2003 - Present
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen 1999 - 2002
Skills
Accounting, Financial Reporting, Tax Accounting, GAAP, Auditing, Tax Preparation, CPA, Tax, Corporate Tax, Financial Accounting, Forensic Accounting, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Fidelity Investments June 2012 - Present
Brown University March 2011 - June 2012
Fidelity Investments August 2004 - March 2011
Stanley Bostitch March 2004 - August 2004
PwC January 2003 - March 2004
BearingPoint July 2002 - January 2003
Arthur Andersen Business Consulting 2000 - 2002
Arthur Andersen 1998 - 2000
Skills
SDLC, Project Management, Business Analysis, Program Management, Process Improvement, Vendor Management, Agile Methodologies, Requirements Analysis, PMP, Visio, Software Project..., Leadership, Business Requirements, Requirements Gathering, Management
Education
Bryant University
Master's degree, Computer Information Systems
Charles River Laboratories November 2011 - Present
Charles River Laboratories November 2010 - October 2011
Charles River Laboratories June 2007 - October 2010
Charles River Laboratories March 2005 - May 2007
Charles River Laboratories July 2003 - February 2005
VC&C September 2002 - April 2003
Arthur Andersen 1999 - 2002
Skills
Accounting, Auditing, ERP, Finance, Financial Analysis, Financial Reporting, Internal Audit, Internal Controls, JD Edwards, Pharmaceutical Industry, Process Improvement, SAP, Sarbanes-Oxley Act
Education
Bryant University 1995 — 1999
FLAG Capital Management, LLC March 2005 - Present
Time Warner Cable October 2001 - March 2005
Arthur Andersen September 1999 - September 2001
Skills
Financial Modeling, Financial Analysis, Due Diligence, SEC filings, Accounting
Education
Bucknell University 1995 — 1999
BSBA, Accounting
TC3 Health/Emdeon 2005 - Present
TKB International/Newport Medical Instruments 1999 - 2005
Beech Street Corporation 1987 - 1999
Arthur Andersen 1986 - 1987
Skills
Managed Care, Healthcare Information..., Medicaid, Healthcare, Health Insurance, HIPAA, Medicare, Provider Relations, Healthcare Consulting, Business Process..., Project Management, Employee Benefits, Business Intelligence, Revenue Cycle, Business Analysis, Medical Billing, Access, Turn Around Management, Revenue Cycle Management, Health Policy, Process Improvement, Executive Management, Strategic Planning, Organizational..., Strategic Partnerships
Education
California State University, Fullerton
Bachelor off Arts in Business
Andrena Photography Senior Director, Knowledge ManagementAsera2000 - 2001
Arthur Andersen 1992 - 1998
Education
California State University, Fresno 1986 — 1988
Butler University January 2015 - Present
St. Maria Goretti Parish September 2012 - July 2014
Katz, Sapper & Miller September 2006 - February 2010
Veros Partners May 2002 - September 2006
Arthur Andersen 2000 - 2002
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Tax
Education
Butler University - College of Business Administration 1996 — 2000
Butler University
Master of Professional Accounting
Amerigroup Corporation July 2009 - December 2010
Arthur Andersen March 1998 - June 1999
Maxicare Health Plans March 1995 - December 1997
Skills
Managed Care, HIPAA, Hospitals, Health, Compliance, Medicaid, Provider Contracting, Medicare, Healthcare Industry, Healthcare Management
Education
California State University-Long Beach 1993 — 1994
Master of Science
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science
PwC May 1994 - Present
Arthur Andersen July 1988 - May 1994
Nortek February 1987 - May 1988
Skills
Tax Accounting, Corporate Tax, International Tax, Tax Research, Income Tax, Tax, CPA, GAAP, IFRS, SEC filings, Partnership Taxation, Big 4, US GAAP, Tax Advisory, SEC Filings
Education
Bryant University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Ikaria April 2008 - Present
Reliant Pharmaceuticals April 2002 - March 2008
Arthur Andersen 1996 - 2002
Skills
Management, Forecasting, Financial Analysis, Finance, Accounting, Financial Reporting, Budgets, Pharmaceutical Sales, Auditing
Education
Bucknell University 1992 — 1996
BSBA, Accounting
Bucknell University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Printronix April 2013 - Present
Quality Systems, Inc February 2006 - April 2013
Parking Company of America Airports May 2005 - January 2006
Ambassadors August 2003 - November 2004
Corinthian Colleges February 2002 - August 2003
Arthur Andersen September 1999 - February 2002
Skills
Sarbanes-Oxley Act, Auditing, Financial Statements, SEC filings, US GAAP, Internal Audit, Process Improvement, Financial Accounting, General Ledger, Budgets, CPA, Variance Analysis, External Audit, Accounts Receivable, Management, Journal Entries, Financial Audits, Cash Management, Risk Management, Business Analysis, Accounts Payable, Cost Accounting, Leadership, Corporate Finance, Cash Flow, Analysis, Information Technology, SAP, Software Documentation, Payroll, Fixed Assets, Account Reconciliation, Business Process..., MAS500, ERP, Acquisition Integration
Education
California State Polytechnic University-Pomona 1995 — 1999
BS, Accounting
Peet's Coffee & Tea January 2015 - Present
Peet's Coffee & Tea April 2014 - January 2015
Nestlé USA October 2012 - March 2014
Nestle USA June 2010 - October 2012
Dreyer's Grand Ice Cream March 2007 - June 2010
Dreyer's Grand Ice Cream February 2006 - March 2007
Dreyer's Grand Ice Cream December 2004 - January 2006
Dreyer's Grand Ice Cream August 2002 - December 2004
Arthur Andersen 1999 - 2002
Bent Severin & Associates 1995 - 1999
Skills
Forecasting, Financial Reporting, Accounting, Strategic Planning, Strategic Financial..., Management, Variance Analysis, Financial Analysis, Income Statement, Financial Modeling, Cross-functional Team..., Strategy, Project Planning, Analysis, Finance, Pricing, Mergers & Acquisitions, Leadership, General Ledger, Accounts Receivable, Business Planning, Process Improvement, Internal Audit, Budgets, Cost Accounting, FMCG, Managerial Finance, Sarbanes-Oxley Act, SAP, P&L Management, Competitive Analysis, Consumer Products, Financial Forecasting, Essbase, Shopper Marketing, IRI, Customer Insight, Grocery, AC Nielsen, Nielsen, Demand Planning, Categorization, Supply Chain, Trade Marketing, Capital Budgeting, P&L, Business Strategy, Financial Planning, Change Management
Education
California State University-Hayward - School of Business and Economics 1997 — 1999
BS, Business Administration, Accounting Concentration
Pioneer Funding Group, LLC March 2010 - Present
LiveAce LLC June 2012 - January 2014
Creditor Liquidity, LP February 2009 - March 2009
Fortress Investment Group May 2007 - January 2009
Deutsche Bank Securities March 2005 - May 2007
CIBC World Markets August 2003 - February 2005
Arthur Andersen June 1998 - June 2001
Wachovia Bank August 1996 - June 1998
Skills
Investment Banking, Debt, Corporate Finance, Credit Analysis, Valuation, Loans, Investments, Leveraged Finance, Due Diligence, Financial Modeling, High Yield, Industry Analysis, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Bucknell University 1992 — 1996
BA, Political Science
Delbarton 1988 — 1992
Eli Lilly May 2014 - Present
Eli Lilly and Company April 2005 - April 2014
Deloitte & Touche 1997 - 2005
Arthur Andersen 2000 - 2002
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Pharmaceutical Industry, Internal Audit, Sarbanes-Oxley, SEC filings, SAP, Financial Accounting
Education
Butler University 1993 — 1997
BS, Accounting
Butler University - College of Business Administration 1993 — 1997
Indirect Tax Services July 2008 - Present
PricewaterhouseCoopers June 2005 - July 2008
Ken J Fancher CPA July 2002 - June 2005
Grant Thornton 2005 - 2005
Andersen January 2000 - June 2002
Arthur Andersen January 1996 - December 1999
State Board of Equalization June 1992 - December 1995
Skills
Tax Advisory, Tax, Mergers, Mergers & Acquisitions, Due Diligence, Auditing, CPA, Corporate Tax, Income Tax, Management, SEC filings, International Tax
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts, Business Administration
Kaiser Permanente January 2014 - January 2015
Kaiser Permanente IT July 2012 - January 2014
Kaiser Permanente February 2011 - June 2012
Kaiser Permanente IT November 2008 - February 2011
H2OIL Corporation March 2006 - November 2008
Sybase 2005 - 2006
The Clorox Company 1997 - 2005
Arthur Andersen 1996 - 1997
Skills
Program Management, Process Improvement, Disaster Recovery, Project Management, ERP, Enterprise Software, IT Management, Leadership, Risk Management, Change Management, Integration, Management, Security, Data Center, Software Documentation, Vendor Management, Enterprise Architecture, Telecommunications, Cloud Computing, Unix
Education
California State University-East Bay 1994 — 1996
BS, Business Administration - Accounting
Agile Boot Camp
Avnet OwnerEagles Capital Funding, LCC2008 - Present
Robert Half, International May 1999 - June 2003
Arthur Andersen January 1989 - May 1999
Education
California State University-Hayward - School of Business and Economics
B.S, Human Resources
XL Catlin December 2013 - Present
Kenmar May 1999 - December 2013
Market Data Corporation 1996 - 1999
Andersen Consulting 1994 - 1996
Arthur Andersen 1988 - 1994
Implemented Software solutions 1988 - 1989
Skills
.NET, C#, VB.NET, ASP.NET, AJAX, ADO.NET, Web Services, Window Services, SharePoint Web Services, XML, Project Management, SQL 2008, SSRS, SSAS 2008, SSIS, HTML, JavaScript, CSS, Agile, SDLC, T-SQL, WinForms, Visual Studio, VSS, JSON, WCF, LINQ, Bloomberg Software, GPG, MOSS 2010, Bloomberg API, SharePoint, Business Intelligence, SQL, Change Data Capture, Requirements Analysis, Web Development, Microsoft SQL Server, Software Development, Databases, Information Technology, Financial Services, Microsoft Office
Education
California State University-Chico
BS
Virtus Investment Partners January 2011 - Present
Pratt & Whitney April 2010 - January 2011
Axsys Technologies, Inc, A General Dynamics Company May 2006 - February 2010
Haggett Longobardi December 2004 - May 2006
Blum Shapiro December 2002 - December 2004
KPMG Audit June 2002 - December 2002
Arthur Andersen July 1992 - June 2002
Skills
Compliance, Internal Audit, Accounting, Audit, Auditing, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Analysis
Education
Bryant University 1988 — 1992
BS - Accounting, Accounting
Amgen January 2013 - Present
Amgen January 2007 - December 2012
Countrywide Bank April 2006 - January 2007
PricewaterhouseCoopers June 2002 - April 2006
Arthur Andersen September 2000 - June 2002
Miller, Kaplan, Arase & Co., LLP June 1999 - August 2000
Skills
Accounting, Financial Reporting, Consolidation, Mergers, Sarbanes-Oxley Act, Internal Audit, SEC filings, Corporate Finance, Financial Audits, Auditing, Financial Analysis, Mergers & Acquisitions, SAP, Budgets, Finance, SEC Filings, Financial Modeling
Education
California Lutheran University 1994 — 1999
BS, Accounting
MUFG - Union Bank April 2011 - Present
City National Bank 2003 - 2011
BBVA Bancomer USA 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Audit, Risk Management, Risk, Internal Controls, Compliance, Auditing, Bank Secrecy Act, Banking, Financial Risk, Sarbanes-Oxley Act, Operational Risk..., AML, Fraud, Finance, IT Audit, Process Improvement, Cash Management, Financial Services, Enterprise Risk..., Financial Analysis, Due Diligence, Risk Assessment, USA PATRIOT Act, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona
BS, Accounting
Buck Consultants June 2014 - Present
Buck Consultants November 1998 - June 2014
PricewaterhouseCoopers November 1998 - December 2001
Arthur Andersen April 1998 - October 1998
Skills
Actuarial, Actuarial Science, Defined Benefit, Plan Design, Pensions, Retirement, Funding, Mergers, ERISA, HR Consulting, Benefits, Excel, Risk Management, Word, Valuation, Liability, Pension Administration, Financial Reporting, Public Speaking, Employee Benefits, Actuaries, Actuarial Consulting, Executive Pay, Enrolled Actuary, Defined Contribution, Pension Funds, Retirement Plan..., ALM, Deferred Compensation, Asset Allocation, 401k, Consulting, Profit Sharing, Data Analysis, Stochastic Modeling, Performance Management, Mergers, Microsoft Excel, Benefits Administration, Leadership, Insurance, Management, Health Insurance, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
BBA, Actuarial Science
Bryant University 1993 — 1994
None, Actuarial Science
Chattahoochee High School 1991 — 1993
AUTONOMY 2007 - Present
The Pearls of Wisdom, Inc. August 2004 - Present
ARTHUR ANDERSEN June 1999 - December 2001
Education
California State University-East Bay 1999 — 2001
MBA, TAXATION & FINANCE
Tinker & Associates January 1987 - Present
Arthur Andersen 1983 - 1987
American Appraisal Associates 1980 - 1983
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Mechanical Engineering
Ernst & Young 2003 - Present
Deloitte & Touche 2002 - 2003
Arthur Andersen 1996 - 2002
Skills
Corporate Tax, International Tax, CPA, Partnership Taxation, Real Estate Taxation, REIT, Venture Capital &...
Education
Suffolk University Law School 1998 — 2002
Doctor of Law (J.D.)
Northeastern University 1995 — 1996
Masters Degree in Taxation
Bryant University 1990 — 1994
BS in Business Administration, Accounting
Argent Wealth Management 2013 - Present
Argent Wealth Management December 1992 - October 2013
Arthur Andersen 1984 - 1992
Skills
Asset Management, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, Fixed Income, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management..., Hedge Funds, Wealth Management, Portfolio Management, Retirement, Financial Advisory, High Net Worth..., Equities
Education
Western New England College School of Law 1981 — 1984
JD
Bryant University 1977 — 1981
BSBA, Accounting
Kaiser Permanente October 2013 - Present
Kaiser Permanente April 2009 - October 2013
Kaiser Permanente April 2007 - March 2009
HCA 1996 - 2007
Arthur Andersen 1986 - 1992
Education
Harvard Business School 2007 — 2007
Executive Leadership Program
Santa Clara University - Leavey School of Business 1998 — 1999
MBA, Finance
California State University-East Bay 1982 — 1986
BS, Business Admin - Accounting Option
Accenture February 2014 - Present
CIBER, Inc. March 2012 - February 2014
CIBER, Inc. 2008 - 2011
T2 Consulting LLC 2005 - 2008
PeopleSoft/Oracle Inc. 2002 - 2005
Arthur Andersen 2000 - 2002
Claremont Technology Group/CBSI/Emerald Solutions 1996 - 2000
AT&T 1994 - 1996
Skills
ERP/CRM, Help Desk Management, Business Process..., Sales Operations, Strategic Planning, Proposal Management, Direct Sales, Account Management, Financial Management, P&L responsibility, Public Sector, PeopleSoft, JD Edwards, ERP, Software Implementation, Business Intelligence, Process Engineering, IT Strategy, Project Implementation, Management Consulting, Program Management, Contract Negotiation, Professional Services, Business Analysis, Change Management, IT Outsourcing, Process Improvement, Business Process..., Software Project..., P&L Management, Oracle E-Business Suite, New Business Development, Managed Services, Business Process, Enterprise Software, Consulting, PMO, Cloud Computing, Business Development, Management, Leadership, Pre-sales, SaaS, Information Technology, CRM, Integration, Strategy
Education
Saint Mary's College of California 1994 — 1997
MBA, Business Finance
California State University-Chico 1982 — 1984
BS, Busniess Management
Tanimura & Antle October 2009 - Present
Gerawan Farming June 2007 - October 2009
Tanimura & Antle May 2002 - June 2007
Arthur Andersen December 1999 - May 2002
Pyne, Waltrip, Lippert, and Olson, LLP July 1996 - 1999
Skills
Cash Management, Operations Management, Accounting, Managerial Finance, Agriculture, Strategic Planning, Aquisitions, Management, Auditing, Budgets, Team Building, Finance, Mergers & Acquisitions, Leadership
Education
California Polytechnic State University-San Luis Obispo
Sonoma State University
Bachelor's Degree
Apple Retail 2011 - Present
Saugus Union School District October 2003 - Present
Christ Lutheran Church June 2008 - September 2010
Transamerica Insurance Gr 1983 - 1994
Arthur Andersen 1981 - 1983
Education
California Polytechnic State University-San Luis Obispo 1977 — 1981
B.S., Environmental Engineering
Friendly SHS 1972 — 1975
State Street September 2011 - Present
State Street December 2007 - June 2011
Genzyme January 2006 - December 2007
State Street July 2004 - December 2005
Ernst & Young June 2002 - July 2004
Arthur Andersen September 2000 - May 2002
Skills
Tax, CPA
Education
University of Denver 1999 — 2000
MT, Taxation
Bryant University 1995 — 1999
BS, Accounting
Acton-Boxboro Regional High School 1991 — 1995
Surgical Care Affiliates September 2008 - Present
CSK Auto September 2006 - September 2008
Chili's October 2004 - April 2006
BearingPoint July 2002 - July 2003
Arthur Andersen September 1999 - July 2002
Skills
Budgets, Customer Service, Microsoft Excel, Hospitals, Healthcare, Process Improvement, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Office
Education
California State University-Hayward
BS, Business / Marketing
San Jose State University
Direct Selling Strategies, LLC June 2004 - Present
AtHome America March 1999 - June 2004
Christopher Yourex, CPA December 1989 - March 1999
Arthur Andersen December 1981 - December 1989
Skills
Marketing Strategy, Social Media, Project Management, Marketing Communications, E-commerce, Strategic Planning, Public Relations, New Business Development, Event Management, Sales Management, Team Building, Strategy, Sales, Direct Sales, Entrepreneurship, Start-ups, Small Business, Marketing
Education
California State University-Fullerton 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
ClearBenefits, Inc. January 2009 - May 2012
Zhone Technologies, Inc January 2006 - January 2009
FormFactor, Inc January 2004 - January 2006
FormFactor, Inc. January 2002 - January 2006
FormFactor, Inc. January 1999 - January 2002
Arthur Andersen January 1988 - January 1991
Skills
Analysis, HRIS, Payroll, Human Resources, Management, Strategy, Employee Benefits
Education
University of California, Berkeley 1986 — 1988
M.B.A, Finance
California State University-Hayward
B.S, Accounting
Realize CPA, LLP August 2013 - Present
Golden Gate University School of Taxation August 2011 - Present
Deloitte Tax LLP May 2006 - 2013
WTAS 2001 - 2006
Arthur Andersen 1994 - 2001
Bancroft, Avery & McAlister 1987 - 1994
Skills
International Tax, Corporate Tax, Management Consulting, Private Equity, Financial Modeling, Strategy, Financial Analysis, Financial Reporting, Tax Accounting, Business Strategy, Venture Capital, High Net Worth..., Tax Research, Tax, Partnership Taxation, Not for Profit, Family Office, Charitable Gift Planning, Financial Planners, Financial Advisory, CPA, Trusts
Education
Cal Poly San Luis Obispo
B.S. Landscape Architecture
Cal Poly San Luis Obispo
Master of Business Administration (MBA)
Golden Gate University
M.S. Taxation
KPMG US January 1998 - Present
Rancho Mission Viejo 1989 - 1998
Arthur Andersen 1983 - 1989
Skills
Tax Accounting, Real Estate, Tax Compliance, Private Equity, Venture Capital, Individual Taxation, Partnership Taxation, US GAAP, Tax, CPA, Corporate Tax, Tax Research, Tax Advisory, GAAP, Accounting, Financial Analysis, International Tax
Education
California State Polytechnic University-Pomona 1980 — 1983
BS, Business / Accounting
California Tax Group January 2003 - Present
Arthur Andersen 1999 - 2001
KPMG US July 1998 - June 1999
Skills
nealchoi@yahoo.com, Financial Reporting, Accounting, GAAP, Tax
Education
California State University-Fullerton
Bachelor's degree, Accounting
USC
Master of Business Taxation
The Capital Group Companies, Inc. September 2005 - Present
PricewaterhouseCoopers June 2002 - September 2005
Arthur Andersen September 2001 - June 2002
Education
California State University-Fullerton 1997 — 2001
B.A.
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
B.A.
Hickey Freeman September 2010 - Present
Birds Eye Foods October 2009 - July 2010
Arnold Magnetic Technologies March 2004 - February 2009
Arthur Andersen January 1982 - July 1989
Education
Bryant & Stratton College 1981 — 1982
AAS, Information Processing
Aetna July 2015 - Present
Aetna March 2003 - June 2015
Arthur Andersen 1999 - 2002
Ames Department Stores 1993 - 1998
Skills
Tax Accounting, Microsoft Office, Tax, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley, Corporate Tax, Income Tax, CPA, Sarbanes-Oxley Act
Education
Western New England College School of Law 1998 — 2002
JD
University of Hartford 1992 — 1997
MST
Bryant University 1987 — 1991
BS
Karen Schermerhorn, CPA January 1989 - Present
Ernst & Young January 1987 - October 1989
Arthur Andersen December 1983 - December 1985
Skills
S Corporations, Compilation, CPA, Tax Research, Tax Accounting, QuickBooks, ProSystem fx Tax, Payroll Taxes, Tax Returns, US Tax
Education
California State University-Chico 1981 — 1983
BS Business, Accounting
County of Ventura May 2015 - Present
Americans Homes for Rent April 2012 - February 2015
WellPoint April 2006 - October 2010
Arthur Andersen May 2001 - October 2003
Skills
General Ledger, Financial Reporting, Accounting, Account Reconciliation, GAAP, Variance Analysis, Journal Entries, Internal Controls, Sarbanes-Oxley Act, Fixed Assets, Auditing, Financial Accounting, Financial Statements, Accounts Payable, Accruals, Accounts Receivable, Bank Reconciliation, Invoicing
Education
California Lutheran University 2009 — 2012
MBA, Finance
University Of Jordan 1997 — 2001
B.A, Accounting
Churchill Companies / Churchill Equity April 1993 - Present
Arthur Andersen July 1989 - April 1993
Skills
Financial Analysis, Mergers, Financial Reporting, Financial Modeling, Accounting, Mergers & Acquisitions, Internal Controls, Corporate Finance, Budgets, Process Improvement, Business Process..., Forecasting, Management Consulting, Leadership, Strategic Planning, Acquisition Integration, Due Diligence, Finance
Education
Buena Vista University 1985 — 1989
Accounting
GGF, LLP AuditorExtrumed2009 - 2012
Arthur Andersen 1984 - 1991
Arthur Andersen 1984 - 1990
Skills
Income Tax, Accounting, Financial Accounting, Start-ups, Tax Returns, Financial Reporting
Education
Cal Poly - San Luis Obispo 1980 — 1985
BS in Business Administration - Accounting, Accounting
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Accounting
Cardinal Paint and Powder June 2003 - Present
KMJ Corbin & Company, LLP June 2002 - June 2003
Arthur Andersen August 1988 - June 2002
Education
California State University-Chico 1983 — 1988
Bachelor of Science, Accounting
UBS Global Asset Management September 2014 - Present
UBS Global Asset Management December 2013 - June 2014
UBS Global Asset Management 1997 - 2006
Arthur Andersen 1992 - 1997
Skills
Account Reconciliation, Accounting, Financial Analysis, Microsoft Excel, Participating..., Document Review, Financial Reporting, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Auditing, Internal Controls
Education
Bryant College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting, Dean's list
SS&C Technologies April 2007 - Present
Northport, LLC August 2005 - March 2007
Northport Partnership Management, LLC May 2002 - July 2005
Arthur Andersen 2000 - 2001
Skills
Tax, Accounting, Hedge Funds, Financial Reporting, CPA, Private Equity, Corporate Tax, US GAAP, Tax Accounting, GAAP, Fund Accounting, Financial Analysis, Alternative Investments, Auditing, Income Tax, Financial Modeling, Due Diligence, Tax Research, Financial Accounting, IFRS, Asset Management
Education
Florida State University - College of Business 1997 — 2000
Accounting and Finance
Bryant College 1996 — 1997
Accounting
Parsippany High School
McGuireWoods September 1987 - November 1992
Morgan, Lewis & Bockius LLP September 1985 - May 1987
Arthur Andersen September 1980 - May 1982
Education
University of Maryland School of Law 1982 — 1985
BSBA, Accounting
Bucknell University 1976 — 1980
BSBA, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP September 2006 - Present
McGladrey June 2001 - September 2006
Arthur Andersen January 2000 - June 2001
Education
San Diego State University-California State University 2001 — 2003
Master of Science (MS), Taxation
California State University-San Marcos 1997 — 1999
Bachelor of Science (BS), Accounting
Blue Shield of California September 2012 - Present
Kaiser Foundation Health Plan April 2009 - September 2012
Kaiser Foundation Health Plan January 2008 - April 2009
PB & Co March 1998 - November 1998
Arthur Andersen February 1995 - December 1997
Skills
General Ledger, GAAP, Financial Analysis, Variance Analysis, Oracle, Consolidation, Accounting
Education
California State University-East Bay 2003 — 2007
Master of Business Administration (MBA), Finance
Universitas Trisakti 1991 — 1995
Bachelor's degree, Accounting
Spearmint Rhino Worldwide, Inc. August 2004 - Present
City of West Covina January 2000 - March 2003
Arthur Andersen June 1997 - January 2000
Skills
Cash Flow, Financial Reporting, GAAP, Accounting, Financial Statements, Account Reconciliation
Education
Capella University 2012 — 2014
Doctor of Philosophy (PhD), Accounting and Business/Management
Keller Graduate School of Management of DeVry University 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
California State Polytechnic University-Pomona 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting