Arthur Andersen & Co.
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 & Co. Employees
lakushner.com August 2013 - Present
XBIG6COM, LLC 2013 - Present
Sustena Group January 2014 - Present
SourceHOV Tax November 2009 - August 2013
LK Consulting March 2000 - November 2009
PricewaterhouseCoopers March 1996 - March 2000
Rothgerber Johnson & Lyons LLP March 1995 - March 1996
Johnson & Gibbs March 1990 - March 1995
Arthur Andersen & Co. March 1988 - March 1990
Trammell Crow Company March 1987 - March 1988
Skills
Strategic Communications, Thought Leadership, Marketing Strategy, Lead Generation, Marketing Communications, Business Strategy, Corporate Branding, Team Leadership, Vendor Management, Marketing Automation, Strategic Thinking, Organizational Change, Change Communication, Corporate Identity, Brand Architecture, Identifying New...
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Graduate Marketing Certificate
Center for Nonprofit Management 2009 — 2009
Certificate in Nonprofit Management
Texas A&M International University 2005 — 2006
Texas Certified Master Gardener
William Woods University 1980 — 1984
Bachelor of Science degree, English Communications and Business
RBY Enterprises, Inc. July 2009 - Present
The North Highland Company January 2006 - June 2009
RBY Enterprises, Inc. May 1990 - January 2006
CPA Magazine April 2004 - December 2004
Price Waterhouse May 1986 - May 1990
Arthur Andersen & Co. August 1982 - August 1984
Skills
Forecasting, Budgets, Cash Flow Forecasting, Return on Investment, Activity Based Costing, Cost Models, NPV, Depreciation, Management Consulting, Mergers, Business Process..., Strategic Planning, Process Improvement, Financial Modeling, Program Management, Change Management, Business Strategy, Financial Analysis, Cross-functional Team..., Business Analysis, Risk Management, Finance, Consulting, Strategy, Coaching, Telecommunications, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1985 — 1986
MBA, Finance
Washington University in St. Louis - Olin Business School 1978 — 1982
BSBA, Business Administration
The Wharton School March 2014 - Present
Tiltscale Career Solutions 2006 - Present
Korn Ferry (formerly PDI) 2007 - 2013
University of Denver 2003 - 2006
Lee Hecht Harrison 2001 - 2003
Arthur Andersen & Co. 1997 - 2001
Skills
Career Development, Leadership Development, Research, Management, Personnel Management, Organizational..., Organizational..., Recruiting, Outplacement, Data Analysis, MBTI, Executive Coaching, Career Counseling, Career Management, Career Assessment, Career Development..., Strategic Leadership, Global Management, Global Strategy, Global Operations, Training Delivery, Fitness Training, Program Facilitation, Workshop Facilitation, Change Management, Management Consulting, HR Consulting, Career Skills, Cross-functional Team..., Psychological Assessment, Personality Assessment, Job Coaching, Life Coaching, Business Coaching, Resume Writing, Interview Preparation, Behavioral Interviewing, Business Strategy, Strategic Planning, Supply Chain Management, Talent Management, Team Building, Virtual Teams, Presentations, Employee Engagement, Career Strategist, Executive Development, Coaching, 360 Feedback, Training
Education
University of Pennsylvania 2006 — 2007
Doctoral Internship, Counseling Psychology
University of Denver 2003 — 2007
PhD, Counseling Psychology
The Johns Hopkins University
MS, Organizational Development
Seton Hall University
BA, Psychology, Summa Cum Laude
Center for Deployment Psychology
Addressing the Behavioral Health Concerns of Military and Their Families
Ernst & Young October 2011 - Present
Deloitte & Touche - Milwaukee 2003 - 2009
Arthur Andersen & Co. 1997 - 2002
Skills
Performance Management, Human Resources, Personnel Management, Talent Management, Training, Team Building, Employee Benefits, Recruiting, Employee Relations, Talent Acquisition, Succession Planning, Onboarding, Employee Engagement, Workforce Planning, College Recruiting, Accounting, Financial Reporting, Leadership
Education
Southern Illinois University, Carbondale 1991 — 1994
BS
University of Wisconsin-Milwaukee
Enersciences Holdings December 2014 - Present
Enersciences Holdings September 2014 - Present
IDEV Technologies, Inc. October 2012 - June 2013
IDEV Technologies, Inc June 2010 - October 2012
Seven Energy International January 2010 - April 2010
Tatum September 2008 - September 2009
Tatum, a Randstad company September 2006 - September 2008
PwC May 2003 - September 2006
LSG, NV September 2002 - May 2003
Arthur Andersen & Co. September 1999 - August 2002
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Forecasting, SEC filings, Accounting, Process Improvement, Budgets, Mergers & Acquisitions, Financial Accounting, Auditing, Business Development, Revenue Recognition, US GAAP, Managerial Finance, Internal Audit, ERP, GAAP
Education
Sam Houston State University 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Grand Slam Design 1993 - Present
Small Business Development Center, SBA 2008 - 2014
Digidesign, Inc. 1992 - 1993
Arthur Andersen & Co. 1990 - 1992
Education
University of Kansas 1986 — 1990
BS, Business Admin. & Accounting
San Jose State University
Graphic Design
Willett Financial Services August 2006 - May 2008
American Funds August 1995 - September 2001
Arthur Andersen & Co. June 1994 - August 1995
The Industrial Bank of Japan, LTD. July 1991 - June 1994
Education
San Diego State University-California State University 1987 — 1991
B.A., Industrial/Organizational Psychology
University of California, San Diego 1986 — 1987
Psychology
Faulkner Mackie & Cochran P.C. February 2000 - Present
Arthur Andersen & Co. July 1996 - January 2000
Education
Tennessee Technological University
Brauer & Co. April 2009 - Present
Crowe Horwath LLP March 2004 - March 2009
AIMedia Group January 2001 - December 2003
New Regency Productions January 2000 - December 2000
Arthur Andersen & Co. September 1995 - December 1999
National Football League June 1994 - August 1994
Skills
Royalties, Management, Licensing, Entertainment, Film, Entertainment Industry, Accounting, Film Production, CPA, Film Finance, Forecasting, Auditing, Cash Flow, Analysis, Finance, Budgets, Due Diligence, GAAP, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Mergers & Acquisitions, Executive Management, Tax, Financial Modeling, Financial Audits, US GAAP, Internal Controls, Financial Statements, Managerial Finance, Financial Accounting, QuickBooks, Forensic Accounting, Revenue Recognition, Financial Analysis, Corporate Tax, Consolidation, Tax Accounting, Internal Audit, Strategic Financial...
Education
Syracuse University 1991 — 1995
BS, Marketing and Accounting
Pascack Hills
Frontier Airlines 2014 - Present
United Airlines 2012 - 2014
Continental Airlines 1995 - 2012
Frontline Fellowship - Africa 1993 - 1994
US Airways / USAir 1989 - 1991
Piedmont Airlines 1987 - 1989
Arthur Andersen & Co. 1985 - 1987
UC Berkeley 1984 - 1985
U.S. House of Representatives 1982 - 1982
United States Air Force 1980 - 1981
Skills
Aircraft, Aircraft Maintenance, Airlines, Econometrics, Flight Safety, Flight Test, Management Consulting, Software Design, Theology, Wildlife Biology, Civil Aviation, Airports, Flights, Program Management, Overhaul, Aviation, Aircraft Systems, Commercial Aviation, Piloting, Aerospace
Education
Yale University 1991 — 1993
MA, Religion / Education
University of California, Berkeley 1983 — 1985
MBA, Econometric Forecasting / Strategic Planning
Stanford University 1976 — 1980
BA, Foreign Affairs
Appliance Recycling Centers of America, Inc. August 2014 - Present
ARCA Recycling, Inc. and Appliance Recycling Centers of America, Inc. July 2013 - August 2014
Xitron, LLC February 2007 - March 2013
Vanguard Graphics International December 2001 - March 2013
Goldmark Advisors, LLC January 2000 - December 2002
Verdant Brands, Inc. 1994 - 2000
ECM Publishers 1991 - 1993
Sinclair & Valentine 1986 - 1991
Arthur Andersen & Co. 1981 - 1986
Skills
Finance, Legal, Management, Mergers & Acquisitions, Leadership, Manufacturing, Business Development, Competitive Analysis, Strategic Planning, Start-ups, Tax, Sales, Product Management, Strategy, Marketing, Mergers, Accounting, Cross-functional Team..., New Business Development, Executive Management
Education
Saint Cloud State University - G.R. Herberger College of Business 1976 — 1981
Accounting Degree. CPA., Business Administration and Management, General
ROCORI
ROCORI
RHI 2004 - Present
Security Alarm Financing Enterprises 1997 - 2004
IDEX Technologies 1996 - 1998
VISA 1994 - 1997
Arthur Andersen & Co. 1988 - 1993
Skills
Staffing Services, Temporary Placement, Temporary Staffing, Marketing, Human Resources, Leadership, Accounting, Consulting, Sarbanes-Oxley Act, Recruiting, Staff Management, Finance, Business Analysis, PeopleSoft, Process Improvement, Management
Education
Saint Mary's College of California 1981 — 1985
BS, Accounting
Tom Ellis CPA & Company February 2012 - Present
RaceTrac Petroleum November 2013 - February 2015
Publix Super Markets December 2010 - July 2014
Toyota March 2010 - December 2010
Temprel Engineering April 2008 - July 2008
Lochrane Engineering January 2008 - April 2008
Vertex Inc. June 2002 - December 2006
Arthur Andersen & Co. July 1996 - June 2002
Skills
Accounting, Access, Analysis, QuickBooks, PeopleSoft, Visual Basic, Finance, Crystal Reports, Microsoft Excel, Visio, Microsoft SQL Server, VBA, Corporate Finance, Microsoft Office, MS Excel Pivot Tables, PowerPivot, QuickBooks ProAdvisor, Customer Service, Data Entry, Strategic Planning, Human Resources
Education
University of South Florida 2011 — 2012
Bachelor of Science (BS), Finance and Accounting, GPA 3.9
Stetson University 1992 — 1996
Bachelor of Science (B.S.), Accounting and Information Technology, GPA 3.7
University of Central Florida 1997 — 1998
Accounting, 3.5
Universal Technical Institute 2008 — 2010
Certificate of Completion, Automotive Engineering Technology, 4.0
Signature Bank April 2014 - Present
Engs Commercial Finance Co. April 2013 - April 2014
GE Capital Transportation Finance September 2002 - April 2013
Arthur Andersen & Co. May 2001 - September 2002
Skills
Six Sigma, Certified Green Belt, Salesforce.com, MS Office Suite, Spanish, Account Management, Accounting, Auditing, Business Development, Finance, Financial Analysis, Management, Microsoft Office, Sales
Education
Siena College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
None 2013 - Present
Kaiser Permanente June 2009 - August 2013
Kaiser Permanente January 2008 - June 2009
Kaiser Permanente October 2002 - January 2008
Providian Financial March 2000 - October 2002
Kaiser Permanente June 1996 - March 2000
Grubb & Ellis June 1993 - June 1996
Grubb & Ellis May 1992 - June 1993
Grubb & Ellis March 1991 - May 1992
Arthur Andersen & Co. July 1989 - February 1991
Skills
Finance, Analysis, Accounting, Financial Statements, Financial Analysis, Auditing, Budgeting, Financial Forecasting, KPI Dashboards, Management, Microsoft Excel, Access, Data Analysis, Variance Analysis, Healthcare, General Ledger, Accounts Payable, Internal Controls, Accounts Receivable, PeopleSoft, Leadership
Education
San Francisco State University 1994 — 1999
Master of Business Administration (M.B.A.), Business Information and Computing Systems
University of California, Berkeley 1985 — 1989
Bachelor's degree, Economics
French Hospital Medical Center January 2007 - March 2012
Sierra Vista Regional Medical Center May 2004 - January 2007
Schoolhouse Resources December 2002 - May 2004
KPMG US May 2002 - December 2002
Arthur Andersen & Co. December 1999 - May 2002
Skills
Internal Controls, GAAP, Fixed Assets, Account Reconciliation, Accruals, SEC filings, Cost Accounting, CPA, Variance Analysis, Journal Entries, Consolidation, Auditing, Accounts Payable, Sarbanes-Oxley Act
Education
Sonoma State University 1994 — 1999
Bachelor's degree, Accounting
El Camino Hospital October 2013 - July 2014
Self-employed May 2012 - September 2013
El Camino Hospital March 2011 - May 2012
Kaiser Permanente April 2009 - June 2010
Exempla Healthcare June 1999 - April 2009
Virginia Mason Medical Center September 1987 - June 1999
Arthur Andersen & Co. August 1970 - September 1987
Skills
Project Management, Auditing, Management, Medicaid, Management Consulting, Program Management, Access, Team Building, Cross-functional Team..., Business Strategy, Strategy, Internal Audit, Employee Benefits, Nonprofits, Governance
Education
Stanford Graduate School of Business 1968 — 1970
Master of Business Administration (MBA)
Stanford University 1961 — 1965
Bachelor of Science (BS), Mathematics
Ludwig Business Consultants PLLC March 2002 - Present
Dorman Products November 1998 - March 2002
Systems Planning and Analysis, Inc 1989 - 1995
Northrop Grumman Corporation 1987 - 1989
Arthur Andersen & Co. 1984 - 1987
Skills
QuickBooks, Tax Preparation, Strategic Planning, Small Business, GAAP, Accounting, Women Owned Business, Executive Management, Internal Audit, Budgets, Financial Reporting, Budget, Cost Accounting, Entrepreneurship, Government Contracting, Part-Time CFO Services, Management, CPA, Auditing, Financial Statements, SEC filings, Leadership, Tax, Start-ups, Mergers & Acquisitions, Consulting, Forensic Accounting, Corporate Tax, Managerial Finance, Strategic Financial..., Financial Analysis, Business Advisory, Finance, Tax Returns, SEC Filings
Education
Temple University - Fox School of Business and Management 2003 — 2005
Executive MBA
The Catholic University of America 1980 — 1984
BA, Accounting and Economics
Hamilton West 1976 — 1980
Academic
Save Our Seabirds, Inc. July 2012 - Present
Zephyr Ventures, LLC 1997 - 2012
Quintus Corporation 1995 - 1997
The Application Group 1993 - 1995
Oracle Corporation 1989 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Public Relations, Team Building, Marketing Strategy, Public Speaking, Fundraising, Customer Service, Negotiation, Social Media, Start-ups, Marketing, Small Business, Strategy, Program Management, Event Planning, Leadership, Business Development, Advertising, Strategic Partnerships, Online Advertising, Team Leadership, Sales, Product Management, Business Strategy, Project Management, Cross-functional Team...
Education
Stanford Graduate School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Science (BS), Business Administration and French
L'Université d'Aix-Marseille 1981 — 1982
Diplôme, French Language and Literature
Seacliff Sales Accelerator January 2014 - Present
Manchester United January 2011 - December 2013
Telecom Italia 1998 - 2010
Arthur Andersen & Co. 1993 - 1997
Skills
Sales Process, Efficiency, Delivering Value, Lead Generation, Account Management, CRM, Online Marketing, Social Media Marketing, Team Leadership, Management, Strategy, Advertising, Email Marketing, SEO, Negotiation, E-commerce, Social Networking, Online Advertising, Team Building, Business Development, Analytics, Social Media, Marketing Strategy
Education
Stanford University 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Cumberland Trust and Investment Company August 2013 - Present
Commerce Title June 2007 - August 2008
Chemical Bank May 1985 - December 1991
Arthur Andersen & Co. June 1983 - June 1985
Skills
Business Development, Commercial Real Estate, Financial Services, Investors, Loans, Real Estate
Education
Richardson High School 1973 — 1976
Southern Methodist University - Cox School of Business
BBA, Marketing
Groupon March 2015 - Present
Groupon August 2013 - March 2015
Groupon November 2009 - August 2013
Rockit Ranch Productions, Inc. September 2007 - August 2009
UBS Alternative & Quantitative Investments LLC November 2004 - September 2007
Grosvenor Capital Management, L.P. May 2002 - November 2004
Arthur Andersen & Co. September 2000 - May 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, US GAAP, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Great Plains Software, Management
Education
Saint Mary's College 1996 — 2000
BBA
Willis 2008 - Present
HRH 2001 - 2008
Flexible Concepts 1985 - 2001
John R .Hughes Construction Company 1983 - 1985
Arthur Andersen & Co. 1979 - 1983
Skills
Analysis, Budgets, Employee Benefits, Management, Finance, Risk Management, Insurance, Tax, Strategic Financial..., Financial Risk, Underwriting, Mergers & Acquisitions, Executive Management, Reinsurance, Enterprise Risk..., Financial Planning, Strategic Planning, Team Building, Leadership
Education
St. Edward's University 1976 — 1979
Accounting
Tax School Arizona State
PricewaterhouseCoopers July 1985 - June 2006
Arthur Andersen & Co. November 1966 - July 1985
US Army April 1968 - March 1970
Skills
Sarbanes-Oxley Act, Corporate Tax, US GAAP, Assurance, SEC filings, Financial Modeling, External Audit, Big 4
Education
St. Joseph's College (IN) 1963 — 1967
Bachelor's degree, Accounting
Brother Rice High School 1959 — 1963
Independent Contractor July 2014 - Present
IBM Global Services July 1996 - June 2014
Coopers & Lybrand Consulting July 1993 - June 1996
IBM Corporation November 1984 - December 1993
KMG Main Hurdman November 1983 - November 1984
Arthur Andersen & Co. July 1977 - October 1983
Skills
Project Management, SDLC, Software Project..., IT Strategy, PMP, Project Portfolio..., Vendor Management, IT Management, Integration, Leadership, Quality Assurance, Global Delivery, Agile Methodologies, Business Process, Business Process..., Service Delivery, Management, PMO, Software Development, IT Service Management, Agile Project Management, Program Management, Business Transformation, Requirements Gathering, Solution Architecture, Outsourcing, Consulting, Enterprise Architecture, Requirements Analysis, Project Delivery, Business Analysis, Business Intelligence, Resource Management
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Bachelor's Degree, Ingeniero Mecanico Administrador
University of Michigan
MSE, Industrial & Operations Engineering
Invesco Ltd. January 2012 - Present
Invesco Ltd. May 2010 - Present
Van Kampen Investments May 2007 - May 2010
Morgan Stanley May 2007 - May 2010
Northern Trust March 1998 - May 2007
Kemper Mutual Funds May 1993 - March 1998
Arthur Andersen & Co. September 1984 - May 1993
Skills
Asset Management
Education
Southern Methodist University 1980 — 1984
BBA, Accounting and Finance
Carter's, Inc. October 2014 - Present
Melrose Resort Group November 2013 - June 2014
Cummins Power South, LLC August 2011 - June 2013
LXE Inc., an EMS Technologies company November 1988 - December 2009
Siemens June 1987 - October 1988
Siemens October 1984 - May 1987
Siemens July 1981 - September 1984
Arthur Andersen & Co. March 1980 - June 1981
Touch Ross & Co, CPAs June 1977 - February 1980
Skills
Accounting, Sarbanes-Oxley Act, Revenue Recognition, Internal Controls, Financial Reporting, Mergers & Acquisitions, Forecasting, Due Diligence, Financial Modeling, Cost Accounting, Auditing, Strategy, Finance, Management, Managerial Finance, GAAP, Financial Audits, Business Planning, Consolidation, Executive Management, SEC filings, CPA, Internal Audit, US GAAP, General Ledger, Fixed Assets, Cash Flow, Variance Analysis, Financial Statements, Hyperion Enterprise
Education
University of South Florida 1976 — 1977
BBA, Accounting
University of Alabama 1973 — 1976
Accounting
Samford University 1974 — 1975
Accounting
Mozido April 2015 - Present
MasterCard November 1991 - March 2015
Arthur Andersen & Co. June 1990 - November 1991
Skills
Credit Cards, Financial Analysis, Payments, Strategy, Electronic Payments, Debit Cards, Auditing, Banking, Corporate Finance, Credit, Credit Card Transaction..., Executive Management, Finance, Pricing, Pricing Analysis, Pricing Strategy, Product Strategies, Program Management, Risk Management, Strategic Financial..., Financial Planning, Financial Services
Education
Syracuse University 1986 — 1990
BS, Accounting
FIX Protocol, Ltd. July 2006 - Present
CL&B Capital Management, LLC January 1996 - Present
ITSdoc.org August 2005 - August 2008
CL&B Advertising / Conklin, Labs and Bebee, Inc. 1983 - 1995
Arthur Andersen & Co. 1980 - 1981
Skills
Financial Markets, Economics, Strategic Planning, Future Trends, Business Strategy, Market Research, Focus Groups, Business Intelligence, Product Design, Team Leadership, Asset Management, Capital Markets, Portfolio Management, Electronic Trading, Equities, Derivatives, Risk Management
Education
University of San Diego 1977 — 1980
MBA, Accounting and Finance
Syracuse University 1974 — 1977
BA, Psychology
Kathryn Bradford September 2011 - Present
Bruce Thee & Associates January 2007 - August 2011
Rite of Passage February 2003 - May 2006
Harrahs Entertainment, Inc November 2000 - May 2002
Cubix Corporation April 1998 - October 2000
Ames Taping Tools July 1985 - August 1986
Raychem Corporation May 1981 - June 1985
Arthur Andersen & Co. 1977 - 1980
Skills
Business valuation, Accounting, Financial Reporting
Education
Smith College
B.A., Art History
UCLA Anderson School of Management
M.B.A., Business -Accounting/Finance concentration
Express Scripts April 2013 - Present
Express Scripts June 2011 - April 2013
Express Scripts September 2008 - June 2011
Express Scripts May 2007 - August 2008
Harrah's Entertainment February 2003 - April 2007
Arthur Anderson LLP October 1997 - June 2002
Arthur Andersen & Co. 1999 - 2002
Arthur Andersen & Co. 1999 - 2002
Miller Brewing Company April 1996 - October 1997
Anheuser-Busch February 1995 - April 1996
Skills
Financial Reporting, Forecasting, Financial Analysis, Auditing, Internal Audit, Analysis, Budgets, Cost Accounting, Financial Modeling, Operations Management, Pricing, Enterprise Risk..., Pharmacy Benefit..., Financial Forecasting, Financial Audits, Financial Accounting, Product Development, Capital Budgeting, Strategic Financial..., CPA, Financial Planning, Financial Control, Client Relations Skills, Pricing Strategy, Pharmaceutical Industry, Certified Public..., Producting Pricing, Internal Auditing, Casino, Brewing, Distribution, Wholesaling, Defense Contracting, Defense Industry, Budgeting, Budget Analysis, Presenter, Capital Management, Internal Audit..., Fraud Waste and Abuse, Client Presentation, Client Liaison, Casino Gaming, Market Pricing, Pricing Research, Pricing Optimization, Medicare Part D, Medicaid Managed Care, Board of Directors
Education
Washington University in St. Louis 2007 — 2008
EMBA, Business
Southeast Missouri State University 1984 — 1998
Bachelor of Science (BS), Accounting
Southeast Missouri State University 1984 — 1988
BS, Accounting
Benchmark Opportunity Partners, LLC October 2013 - Present
P.O'B. Montgomery & Company October 1993 - Present
Kenneth Leventhal & Co. January 1990 - October 1993
Arthur Andersen & Co. July 1988 - January 1990
Skills
Finance, Real Estate, Accounting, Loans, Due Diligence, Asset Management, Investment Properties, Venture Capital, Financial Structuring, Real Estate Economics, Insurance, Underwriting, CPA, Asset Managment, Mergers, Real Estate Transactions, Administration, Transaction Management, Executive Managment, Leadership, Real Estate Development, Strategic Plannning, Cash Flow Forecasting, Argus Modeling, Lender Relations, Investor Relations, Joint Ventures, Property Tax Protests, Construction Management, Contracts, Lease Negotiations, Commmercial Real Estate, Financial Modeling, Operations Management, Acquisition Due..., Business Development, Contract Negotiation, Shopping Center..., Risk Management, Strategic Planning, Real Estate Financing, Real Estate Dispositions, Budgeting, Forecasting, Oil and Gas Lease..., Texas Receiverships, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1984 — 1988
BBA, Accounting
Self Employed May 2013 - Present
Watkins Incorporated March 1996 - April 2013
AmeriFoods Companies, Inc. 1989 - 1996
Heileman Baking Company, Inc. 1979 - 1989
Arthur Andersen & Co. 1969 - 1977
Skills
Finance, Management Consulting, Auditing, Strategic Planning, Forecasting, Financial Analysis, Team Building, Budgets, Cross-functional Team..., Process Improvement, Marketing Strategy, Business Planning
Education
St. Cloud State University 1964 — 1969
Bachelor of Science (BS), Accounting
National Starch Food Innovation February 2005 - Present
Simon and Schuster August 1998 - February 2005
Arthur Andersen & Co. August 1995 - November 1997
Education
Seton Hall University 2007 — 2009
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Accounting
Finger Lakes Performing Provider System (FLPPS) 2015 - Present
Rochester Community Individual Practice Association (RCIPA) & Rochester Health, Inc. 2006 - 2015
RCIPA 2003 - 2006
Mpower Communications 2000 - 2003
RCIPA 1995 - 2000
Excellus BCBS 1988 - 1995
Arthur Andersen & Co. 1985 - 1988
Skills
Healthcare Management, Strategic Planning, Strategic Financial..., Financial Reporting, Financial Analysis, Pay for Performance, Operations Management, Contract Negotiation, Contract Management
Education
St. John Fisher College
B.S., Accounting
St. John Fisher College
Bachelor's degree, Accounting
Verizon June 2009 - July 2014
Verizon March 2007 - June 2009
Verizon June 2000 - March 2007
Arthur Andersen & Co. September 1997 - June 2000
Skills
Excellent analytical,..., Able to multi-task and..., Work well under time..., Proficient in Microsoft..., The ability to work..., Access, Human Resources, Lotus Notes, Analysis, Management, Cross-functional Team..., Customer Service, Business Analysis, Integration, Telecommunications, Process Improvement, Requirements Analysis, Leadership, Program Management, Project Management
Education
Temple University - Fox School of Business and Management
Bachelor's Degree, Human Resources
Fine Arts Center 2010 - Present
Sugar Creek Fun Runs 2008 - Present
Rush Wilson Limited February 2006 - Present
Kendall Healthcare 1989 - 1995
Bausch + Lomb 1986 - 1989
Arthur Andersen & Co. 1983 - 1986
Skills
General Ledger, Small Business, Cash Flow, Social Media, Budget, Accounting, Account Reconciliation, Email Marketing, Website Updating, Finance, Managerial Finance, Strategic Financial..., Nonprofits, Budgets, Event Planning, Customer Service
Education
Siena College 1978 — 1982
BBA, Accounting
Flutter Eyewear October 2012 - Present
Triage Consulting Group April 1994 - Present
Dividend Development Corporation 1981 - 1994
Arthur Andersen & Co. June 1977 - June 1980
Skills
Healthcare Consulting, Business Strategy, Entrepreneurship, Management Consulting, Healthcare, Start-ups, Strategic Planning, Managed Care, Strategy, Competitive Analysis, Cross-functional Team..., Marketing Strategy, Data Analysis, E-commerce, Retail, Leadership, Management
Education
San Jose State University 1975 — 1977
Sunshine Gardens
Pariveda Solutions January 2011 - Present
the warren center June 2007 - July 2010
Andersen Consulting 1989 - 1996
Andersen Consulting May 1989 - November 1995
Arthur Andersen & Co. August 1977 - October 1985
Skills
Management Consulting, Business Intelligence, IT Strategy, Business Process..., Business Analysis, Program Management
Education
Southern Methodist University - Cox School of Business 1977 — 1978
MBA
The University of Texas at Austin 1973 — 1975
BS, Education
Southwestern University 1971 — 1973
Union Avenue Christian Church 1998 - Present
Meridian Integrated Media, Ltd. January 1990 - January 1998
GolinHarris 1985 - 1987
Burson-Marsteller 1983 - 1985
Arthur Andersen & Co. 1980 - 1983
Skills
Event Planning, Non-profits, Public Speaking, Photography, Music, Acting, Event Management, Creative Writing
Education
Southern Illinois University, Carbondale 1977 — 1980
BS, Journalism and Speech
The Gardner School January 2006 - Present
Tennessee Baptist Children's Homes April 2003 - December 2005
Self-Employed January 2001 - March 2003
The People's Church July 1996 - September 2000
Arthur Andersen & Co. 1991 - 1996
Education
Samford University 1985 — 1989
BS, Accounting
Brentwood High School 1981 — 1985
Marcus & Millichap January 2013 - Present
Kidder Mathews 2010 - 2012
SonoSite 2003 - 2007
Brunswick 1996 - 2000
Baxter Healthcare 1991 - 1996
Arthur Andersen & Co. 1985 - 1989
Skills
Market Analysis, Acquisitions, Strategic Planning, Financial Analysis, Mergers, Valuation, Due Diligence, Real Estate, Market Research, Location Intelligence, Corporate Real Estate, Disposition, Financial Modeling, Contract Negotiation, Brokerage, Commercial Real Estate, Mergers & Acquisitions, Strategy, Budgets, Dispositions, Investments
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
New York University - Leonard N. Stern School of Business 1985 — 1986
MS, Accounting
University of Michigan 1980 — 1985
AB, High Honors, Economics
CCIM Institute
Microsoft 2013 - 2014
Microsoft 2011 - 2013
Microsoft 2006 - 2011
Microsoft 2003 - 2006
Microsoft 1999 - 2002
Microsoft 1997 - 1999
Wapato Point Managment Co. 1992 - 1997
Peterson Consulting 1988 - 1992
Arthur Andersen & Co. 1987 - 1988
Skills
Business Intelligence, Forecasting, Financial Modeling, Cross-functional Team..., Financial Analysis, Business Analysis, Managerial Finance, Process Improvement, Business Strategy, Program Management, Financial Reporting, Analytics, Strategy, Partner Management, Strategic Partnerships, Strategic Financial..., Vendor Management, Management
Education
Seattle University
Bachelor of Arts (BA), Accounting
Ameriprise Financial 2000 - Present
Commerce Welding & Manufacturing Co. 1998 - 1999
LDI, Inc. 1984 - 1997
Arthur Andersen & Co. 1970 - 1984
United States Air Force 1963 - 1968
Education
Wichita State University 1968 — 1970
MBA
Saint Louis University 1964 — 1965
None, Special Program for Meterology
Troy University 1959 — 1963
BS, Mathmatics & Psychology
Financial and Tax Consulting January 2009 - Present
Lime Group LLC 2007 - 2008
Spectrum Global Fund Administration LLC 2007 - 2007
Lime Group LLC 2001 - 2006
Tower Research Capital LLC 2001 - 2006
Onview.com, Inc. 2000 - 2001
Linkshare Corporation 1999 - 2000
Swiss Re New Markets Corporation 1996 - 1998
Enersave, Inc. 1994 - 1996
Arthur Andersen & Co. 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
BS, Accounting
Stony Brook University
MS, Environmental & Waste Management
M2Catalyst, LLC May 2012 - Present
Innoventure Partners, LLC September 2012 - Present
Disruptive Technology Advisers LLC September 2012 - Present
MyBrainTrainer, LLC 2002 - Present
D Mobile, Inc. March 2010 - July 2012
Geos Communications, Inc. May 2009 - July 2012
Heart Check America, Inc. 1992 - 2009
Arthur Andersen & Co. 1973 - 1976
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Stony Brook University 1967 — 1971
BA, Economics
Cost Segregation Consultants January 2007 - Present
Profit Solutions Network September 2000 - January 2007
The Toro Company March 1998 - May 2000
The Toro Company May 1991 - March 1998
Bausch & Lomb August 1989 - May 1991
Jacobs Management Corporation November 1986 - February 1989
Honeywell Protection Services Division May 1985 - November 1986
Arthur Andersen & Co. September 1982 - May 1985
Skills
Accounting, Strategic Financial..., Appraisals, Tax, Financial Advisory, Cost Segregation, Financial Planners, Internal Audit, Managerial Finance, Internal Controls, Small Business, Auditing, CPA, Tax Preparation, Restructuring, Income Tax, GAAP, Depreciation, Corporate Tax, Strategy, Financial Modeling, Finance, QuickBooks, Financial Accounting, Tax Returns, Financial Statements, Leadership, Accountants, Tax Research, SEC filings, Cash Management, Financial Services, US GAAP, Executive Management, Cost Accounting, Business Valuation, Sarbanes-Oxley Act, Cash Flow, Due Diligence, Corporate Finance, General Ledger, Forensic Accounting, Tax Accounting, Partnership Taxation, Sarbanes-Oxley, S Corporations
Education
St. Cloud State University 1979 — 1982
B.S., Accounting
All-American Care of Muscatine and Washington August 2010 - Present
All-American Care Centers, Inc. January 2006 - May 2011
Caregiver Management Systems, Inc. March 1991 - September 2010
Rhoads & Craven 1985 - 1999
Carington Living Center September 1988 - March 1991
Fox Valley Nursing Center May 1987 - August 1988
J. L. Rhoads & Co. May 1977 - March 1987
Clifton Gundererson & Co. March 1973 - March 1977
Kerber, Eck & Braekel June 1969 - July 1973
Arthur Andersen & Co. June 1961 - April 1968
Skills
Healthcare, Strategic Planning, Team Building, Healthcare Management, Medicare, New Business Development, Marketing, Medicaid, Home Care, Long-term Care, Budgets, Hospitals
Education
Simpson College 1957 — 1961
BSBA, Business Administration
Stout Risius Ross September 2007 - Present
UHY Advisors, LLP July 2005 - September 2007
Hein & Associates, LLP 2001 - June 2005
Polaris Group 1998 - 2000
Bond & Lee 1996 - 1998
MacFarland, Grossman & Company January 1992 - October 1996
Kenneth Leventhal & Company September 1986 - May 1988
Arthur Andersen & Co. September 1982 - May 1983
Skills
Business Valuation, Valuation, Purchase Price..., Financial Modeling, Litigation Support, Expert Witness, DCF, Financial Analysis, SEC Filings, Financial Reporting, Strategic Financial..., Equity Valuation, M&A experience, Litigation Consulting
Education
South Texas College of Law 1988 — 1991
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Accounting and Finance
The University of Texas at Austin 1976 — 1980
BA with Honors, Government
Ascension Day School
Leadership Dynamics, Inc. April 1998 - Present
various publications April 1998 - Present
On the Move January 1994 - Present
Arthur Andersen & Co. November 1986 - April 1998
Skills
Executive Coaching, Organizational..., Team Building, Strategic Planning, Management Development, Management Consulting, Leadership Development, Strategy Development, Coaching, Change Management, Cross-functional Team..., Consultative Selling, Team Leadership, Succession Planning, Professional Services, Life Design, Culture Change, Human Resources, Mergers, Organizational..., Graphic Facilitation, Start-ups, Business Strategy, Workshop Facilitation, New Business Development, Personal Development, Strategy, Performance Management, Organizational Design, Program Management, A-122, 360 Feedback, Leadership, Emotional Intelligence, Employee Engagement, Selling, Business Process..., Project Planning, Executive Development, Recruiting, Career Development, Talent Management, Executive Management, Management, Staff Development, Interviews, Consulting, Project Management, Entrepreneurship, Small Business
Education
Santa Clara University 1979 — 1981
MBA
University of California, Davis 1972 — 1976
BA
Windermere Real Estate July 2015 - Present
Verizon Wireless February 1991 - September 2001
U S WEST NewVector Group (U S WEST Cellular) November 1988 - January 1991
Arthur Andersen & Co. August 1986 - November 1988
Skills
Budgets, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Microsoft Office, Negotiation, Strategic Planning, Real Estate, English, Financial Analysis, Public Speaking, Research, Windows, Investment Properties, Property Management, Accounts Payable, Financial Reporting, Accounting, Project Management, Nonprofits, Organization, Volunteer Management
Education
Seattle Pacific University 1982 — 1986
Bachelor of Arts (B.A.), Business Administration with emphasis in Accounting
UBS 2010 - Present
GE Capital 2009 - 2010
UBS Investment Bank 1999 - 2009
Citi 1995 - 1999
JH Whitney Investment Management 1992 - 1995
Arthur Andersen & Co. 1987 - 1992
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Capital Markets, Risk Management, Financial Reporting, Corporate Finance, Banking, Financial Modeling
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
Southern Methodist University - Cox School of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Seigniorage Investments, LLC January 2015 - Present
Aventine Hill Partners October 2014 - Present
Piazza Realty April 2013 - Present
Texas Standard Mortgage Brokers June 2006 - Present
Ms V Designs, INC., M&C IMPORTS, Everything Jeweled, LLC, & StellarZing.com 2003 - Present
Fashion Group International, Inc. New York City May 2009 - December 2010
Integra Realty Resources June 2008 - June 2010
PacifiCare Health Systems 1994 - 1995
Masterson & CO., CPA May 1993 - May 1994
Arthur Andersen & Co. December 1991 - May 1993
Skills
Fashion Design, Apparel, Styling, Illustrator, Fashion, Microsoft Excel, Networking, Business Analysis, Strategic Planning, Sales, Marketing, Customer Service, Management, Finance, Public Relations, Negotiation, Social Media, Marketing Strategy, Real Estate, Public Speaking, Small Business, Social Media Marketing
Education
Nation Wide Licensing System 2015 — 2019
Mortgage Loan Originator, Finance
St. Mary's University 1989 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Incarnate Word High School 1985 — 1989
High School Diploma
CCIM
CCIM Candidate, Certified Commercial Investment Manager
Texas Real Estate Commission
Broker, Broker
Kaleo Software May 2014 - January 2015
Gartner April 2006 - May 2014
Ciba Specialty Chemicals August 2005 - November 2005
Siemens November 2001 - September 2004
Accenture January 2001 - October 2001
Eagle Technology April 1999 - January 2001
Arthur Andersen & Co. January 1998 - April 1999
Skills
Business Process, Integration, Strategic Planning, Project Management, Program Management, Strategy, Innovation, Business Strategy, Change Management, Management Consulting, Process Analysis, Leadership, IT Strategy, Management, SaaS, Process Improvement, Consulting, Business Development, Business Intelligence, Vendor Management, Business Analysis, Start-ups, Cloud Computing, New Business Development, Coaching, Analysis, Business Transformation, Governance, Business Process..., Presentation Skills
Education
University of Geneva (Switzerland)
MBA, International Business
Stetson University
BBA, International Business, Information Technology
Université de Bourgogne (Dijon, France)
Certificat Pratique de Langue Francaise, French
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
Xero September 2015 - Present
SurePrep LLC March 2014 - September 2015
CCH, a part of Wolters Kluwer February 2009 - March 2014
CCH, a part of Wolters Kluwer September 2003 - February 2009
Lavine Lofgren Morris & Engelberg LLP January 2000 - September 2003
Arthur Andersen & Co. July 1996 - December 1999
San Diego Chamber of Commerce March 1994 - July 1996
Skills
SaaS, CRM, Consulting, Competitive Analysis, Professional Services, Training, Cloud Computing, Selling, Management, Income Tax, Enterprise Software, Solution Selling, Salesforce.com, Sales Presentations, Software Industry, Document Management, Sales Process, Process Improvement, Business Intelligence, Account Management, Sales, Entrepreneurship, Customer Retention, Tax, Sales Operations, Direct Sales, Product Management, Strategic Partnerships, Lead Generation, Access, Cloud Applications, B2B, Financial Reporting, Business Process..., Building Relationships, QuickBooks, Software Consulting, Portal Technologies, Workflow Applications, Financial Accounting, Virtualization, Corporate Websites, Management Consulting, Financial Statement..., Tax Software, Online Research, Business Analysis, Accounting
Education
San Diego State University-California State University 1992 — 1996
Bachelors of Science, Business, Accounting
Mira Mesa High School 1987 — 1990
HJ Glove June 2004 - Present
Self October 2013 - Present
UBS July 2003 - June 2004
Colony Advisors LLC September 1999 - July 2001
Arthur Andersen & Co. September 1997 - August 1999
Skills
Finance, Financial Accounting, Industry Research, Treasury Management, Consumer Goods
Education
Stanford University Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA)
Catholic Charities of Dallas, Inc. June 1995 - Present
Presbyterian Hospital of Plano June 1991 - May 1995
Arthur Andersen & Co. September 1986 - May 1991
Skills
Community Outreach, Event Planning, Volunteer Management, Fundraising, Nonprofits, Grant Writing, Community Development, Philanthropy
Education
Southern Methodist University
Bachelor's Degree, Accounting
Expedia September 2012 - Present
Expedia May 2011 - August 2012
Ernst & Young March 2004 - May 2011
WILLIS GROUP INC. October 2003 - February 2004
Hitachi Consulting July 2002 - September 2003
Arthur Andersen Business Consulting June 2002 - July 2002
Central Presbyterian Outreach Center August 2001 - May 2002
Arthur Andersen Business Consulting July 2000 - July 2001
Arthur Andersen & Co. September 1997 - July 2000
Skills
Financial Reporting, Sarbanes-Oxley, US GAAP, Internal Controls, Accounting, Financial Analysis, Auditing, Internal Audit, Sarbanes-Oxley Act
Education
Seattle University 1993 — 1997
BA, Accounting
Meadowdale High School
The Siegfried Group January 2014 - Present
The Siegfried Group January 2012 - December 2013
The Siegfried Group October 2005 - December 2011
KPMG LLP July 2003 - October 2005
Pacific Gas & Electric June 2002 - August 2002
Arthur Andersen & Co. June 2001 - August 2001
Skills
Financial Analysis, Corporate Finance, External Audit, Internal Audit, Microsoft Office, Auditing, Accounting, Budgets, Forecasting, Sarbanes-Oxley Act, Internal Controls, Financial Audits, Strategic Financial..., Analysis, Tax
Education
Syracuse University 2000 — 2003
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science, Accounting
West Springfield High School
Pisenti & Brinker LLP September 1978 - October 1982
Arthur Andersen & Co. June 1975 - October 1978
Skills
Problem Solving, Business Transactions, Estate Planning, Business Entity..., Profitability..., Business Strategy, Management, Leadership, Strategic Planning, Small Business, Accounting, Auditing, GAAP, Tax, Financial Statements, Public Speaking, CPA, Training
Education
Empire College School of Law 1996 — 1999
Juris Doctor, Law
Sonoma State University 1973 — 1975
Bachelor of Arts (B.A.), Managment, With Honors, With Distinction
Barbee & Gehrt, L.L.P. 1996 - Present
Robert Barbee, Attorney at Law 1994 - 1996
Johnson & Gibbs, later Johnson & Wortley 1991 - 1994
Johnson & Swanson, later Johnson & Gibbs 1986 - 1990
DeHay & Blanchard 1982 - 1986
Strasburger & Price 1979 - 1982
Arthur Andersen & Co. 1975 - 1976
McGraw Edison & Co. 1973 - 1975
Housing by Vogue 1972 - 1973
Axley & Rode 1971 - 1972
Skills
Civil Litigation, Commercial Litigation, Arbitration, Mediation, Litigation, Trial Practice, Product Liability, Appeals, Construction Law, Business Litigation, Torts, Securities Litigation, Wrongful Death, Bankruptcy, Breach Of Contract, Creditors' Rights, Toxic Tort, Legal Research, Trade Secrets, Personal Injury..., Public Liability, Alternative Dispute...
Education
Texas Tech University School of Law 1976 — 1979
JD, Law
Stephen F. Austin State University 1974 — 1975
MBA, Accounting
East Texas Police Academy 1970 — 1970
Peace Officer
Stephen F. Austin State University 1966 — 1970
BS, Math, Physics, Accounting
AbstoneLalley, Inc. 2013 - Present
Humboldt Specialty Mfg Co 2008 - December 2013
RBL ASSOCIATES 2009 - December 2012
Much Shelist July 2002 - March 2008
Robert Denney Associates Inc. 2000 - 2002
Morgan, Lewis & Bockius LLP 1992 - 2000
Debevoise & Plimpton 1989 - 1992
Arthur Andersen & Co. 1963 - 1989
Skills
C Level Recruiting, Targeted Selection..., Strategic Planning, Financial Analysis, Strategic Financial..., Business Development, Consensus Building, Succession Planning, Public Relations, Public Speaking, Recruiting, Managerial Finance, Budgets, Real Estate, Training, Human Resources, Business Planning, Finance, Marketing, Consulting, Nonprofits, Restructuring, Strategy, Marketing Strategy, Leadership, Accounting, Management, Mergers & Acquisitions, Leadership Development, Change Management, Professional Services, Management Consulting, Contract Negotiation, Start-ups, Entrepreneurship, Small Business, Corporate Governance, Business Process..., Administration, Executive Management, Organizational..., Business Strategy, Executive Search
Education
St. Joseph's University 1955 — 1959
AB, English
FreightWatch International December 2010 - October 2012
Akin Gump Strauss Hauer & Feld LLP July 2004 - December 2005
Deloitte December 2002 - July 2004
The Economist August 1998 - October 2002
Arthur Andersen & Co. September 1995 - July 1998
Skills
Lead Generation, Project Management, R&D, Public Relations, New Business Development, Training, Sales Management..., Crisis Communications, Customer Satisfaction, Strategic Partnerships
Education
Southern Methodist University 1992 — 1995
BA, Global Communications
RubinBrown LLP 2007 - Present
Charter Communications 2002 - 2007
Arthur Andersen & Co. 1990 - 2002
United States Marine Corps 1982 - 1986
Skills
Tax, GAAP, SEC filings, Auditing
Education
Washington University in St. Louis 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Illinois University, Carbondale 1988 — 1990
Bachelor of Science, Accounting
Signal 88 Security of Greater Philadelphia June 2013 - Present
Source 4 Teachers April 2012 - January 2013
Trigon Technology January 2003 - November 2010
Goldenberg Rosenthal Group June 2001 - August 2007
Broadreach Consulting May 1998 - April 2001
Right Management Consultants, Inc. June 1994 - May 1998
Arthur Andersen & Co. June 1991 - June 1994
US Army February 1986 - December 1988
Skills
Compliance, Security, Process Engineering, Auditing, Accounting, IT Strategy, Vendor Management, Business Continuity, Process Improvement, Management Consulting, Change Management, Program Management, Strategic Planning, Business Process..., Business Analysis, Start-ups, Business Process, Business Planning, Business Strategy, Planning, SDLC, Operations Management, Team Leadership, Business Intelligence, Customer Relations, Project Implementation, IT Service Management, Contract Negotiation, Team Building, Telecommunications, Risk Management, Vendor Relations, Project Planning, Security Operations, Physical Security, Security Management, Project Portfolio..., Managed Services, Performance Management, Risk, Mergers, Mentoring, Business Management, Budgeting, Contract Negotiations, Management, Training, Disaster Recovery, Project Management, Networking
Education
Villanova University 1999 — 2001
Masters, Project Management
Temple University 1988 — 1991
BBA, Accounting
Father Judge High School 1977 — 1981
Diploma, Academic
Opportune LLP October 2014 - Present
PricewaterhouseCoopers May 2006 - October 2014
Duff & Phelps 2004 - 2006
Arthur Andersen & Co. 1999 - 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Sam Houston State University 1995 — 1999
BBA, Accounting
US LADAR, Inc. October 2013 - Present
Freeark, Harvey & Mendillo P.C. June 1985 - Present
Chromalloy American Coprporation June 1980 - June 1985
Arthur Andersen & Co. January 1976 - June 1980
Skills
Legal Research, Personal Injury, Civil Litigation, Litigation, Commercial Litigation, Trials, Medical Malpractice, Appeals, Courts, Legal Writing, Mediation, Product Liability, Tax, Torts, Trial Practice
Education
Saint Louis University 1976 — 1979
MBA, Business/Managerial Economics
Saint Louis University 1976 — 1979
JD, Cum Laude, Law
Saint Louis University 1972 — 1975
BSBA, Summa Cum Laude, Accounting and Finance
Newman Associates CPA July 2014 - Present
Harper Junior High PTO 2011 - 2013
Korematsu Elementary PTO 2008 - 2010
Comerica Bank 1992 - 1998
Junior League of Detroit 1989 - 1993
Manufacturers National Bank of Detroit 1989 - 1992
Arthur Andersen & Co. 1988 - 1989
Arthur Andersen & Co. 1985 - 1988
Skills
Financial Reporting, Accounting, Finance, Auditing, Analysis, Internal Controls, Mergers & Acquisitions, Tax, Accounts Payable, Accounts Receivable, Financial Analysis, Management
Education
UC Berkeley Haas School of Business 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
Stanford University 1977 — 1978
Master of Arts (M.A.), Italian Language and Literature
Stanford University 1973 — 1977
Bachelor of Arts (B.A.), Italian Language and Literature
Rio Americano High School 1969 — 1973
PohlmanUSA Court Reporting June 2011 - Present
AT&T Advertising Solutions December 2010 - June 2011
YTB International, Inc. May 2008 - December 2010
Macy's April 2006 - May 2008
The May Department Stores Company January 1995 - April 2006
Zeigler Coal Holding Co. October 1990 - January 1995
Arthur Andersen & Co. June 1987 - October 1990
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Accounting
American Bureau of Shipping December 2014 - Present
Belvedere Consulting Corporation May 2013 - December 2014
Athena Gun Club December 2012 - May 2013
StratITsphere January 2012 - August 2012
Litton Loan Servicing/Goldman Sachs July 2006 - November 2011
Independent Consulting May 2005 - July 2006
CALPINE December 2001 - May 2005
DYNEGY November 2000 - December 2001
VeriCenter November 1999 - September 2000
Arthur Andersen & Co. April 1997 - November 1999
Skills
Senior Executives, Executive Management, IT Operations, Management, Data Center, Technical Staff..., Leadership, Program Management, Disaster Recovery, Project Management, Technology Management, Information Technology, IT Management, Budget Oversight, Team Leadership, Vendor Management, Security, Business Continuity, Enterprise Software, Customer Service, Storage Area Networks, Infrastructure, Servers, Networking, Project Planning, Enterprise Architecture, Operations Management, SaaS, Team Building, Virtualization, Managed Services, IT Strategy, Strategic Planning, Business Development, Process Improvement, Business Analysis, Risk Management, Coaching, Consulting, Change Management, SAN, WAN, Disaster Preparedness, Cross-functional Team..., Staff Mentoring, Automated Software..., Contract Negotiation
Education
Sam Houston State University 1981 — 1983
Geology
Microcomputer Technology Institute 1984 — 1986
AOS, Computer Science, 4.0
University of Phoenix 1998 — 1999
MIS, 3.8
Westbury High School 1979 — 1981
Johnston Middle School 1976 — 1978
General
Horace W. Elrod Elementary School 1969 — 1975
Crowe Horwath LLP July 2005 - Present
Deloitte July 1999 - June 2005
Coopers & Lybrand LLP 1992 - 1998
Arthur Andersen & Co. June 1983 - April 1991
Education
San Francisco State University 1980 — 1983
BS, MBA, Business
KPMG US July 2014 - Present
Rothstein Kass August 2005 - June 2014
Deloitte 2001 - 2004
Arthur Andersen & Co. 1996 - 2000
Skills
Tax, Tax Research, Partnership Taxation, CPA, Income Tax, Private Clients, Tax Preparation, Tax Returns, Tax Advisory, Big 4, Sales Tax, High Net Worth..., ProSystem fx Tax, GoSystems, State Tax, IRS
Education
Fairleigh Dickinson University-College at Florham
Master of Science (MS), Taxation
Seton Hall University
Bachelor of Science (BS), Accounting
Mindcrest February 2014 - Present
Mindcrest October 2011 - October 2013
Hudson Legal October 2008 - October 2011
Coles Law Firm October 2007 - May 2008
Zelle, Hofmann, Voelbel, Mason & Gette LLP September 2004 - May 2007
SMU Criminal Defense Clinic August 2003 - December 2003
United States Federal District Court N. D. Tex., Judge Jorge Solis May 2002 - July 2002
Arthur Andersen & Co. May 1993 - August 1996
National Education Training Group May 1990 - May 1993
S&C Electric Company September 1989 - May 1990
Skills
Litigation Support, Intellectual Property, Litigation, Employment Law, Courts, Criminal Law, Legal Research, Legal Writing, Civil Litigation, Due Diligence, Negotiation, Document Review, Trials, Legal Assistance, Contract Negotiation, Research, Editing, Training & Development
Education
Southern Methodist University Dedman School of Law 2000 — 2004
JD, Law
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Computer Science/Mathematics
Infutor Data Solutions 2011 - Present
Experian Marketing Services 2007 - 2011
Experian Marketing Services 1997 - 2007
A.T. Kearney 1994 - 1997
G. Heileman Brewing Company 1990 - 1994
G.Heileman Brewing Company 1988 - 1990
Arthur Andersen & Co. 1976 - 1988
Skills
Customer Acquisition, Turn Around Management, Business Development, Strategic Planning, Divestitures, Contract Negotiation, Team Leadership, Mergers, P&L Management, Pricing Strategy, Budgets, Financial Analysis, Managerial Finance, Forecasting, Business Process..., Analytics, Due Diligence, Strategy, Sales Operations, Mergers & Acquisitions, Direct Marketing, Product Development
Education
Southern Methodist University - Cox School of Business
MBA/BBA, Accounting and Finance
GovBizDev LLC 2004 - Present
Halifax Corporation December 1999 - December 2003
Matcom, Inc January 1998 - December 1999
Federal Data Corporation 1996 - 1998
Grant Thornton 1994 - 1996
ICF International 1990 - 1994
Sage Federal Systems 1983 - 1990
Price Waterhouse 1981 - 1983
Arthur Andersen & Co. 1979 - 1981
Chautauqua County Probation Department 1976 - 1977
Education
University of Kentucky 1977 — 1978
MBA, Business
State University of New York College at Geneseo 1974 — 1976
BA, Sociology
Integrated Real Estate Services July 1999 - Present
Arizona State University 2006 - 2006
Arthur Andersen & Co. September 1989 - December 1991
Skills
Real Estate, Disposition, Real Estate Development, Brokerage, Investment Properties, Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Property Management, Leases, Land Acquisition, Entitlements, Property, Contract Negotiation, Location Intelligence, Landlords, Corporate Real Estate, Tenant Representation, Shopping Centers, Lease Negotiations, Real Estate Financing, Investors, Acquisitions, Tenant, 1031 Exchanges, Due Diligence, Apartments, Asset Management, Lease Administration, Real Estate Private..., Commercial Leasing, REO, Residential Homes, Valuation, Investments, International Real..., Affordable Housing, Dispositions
Education
University of Southern California 2005 — 2006
MRED, Real Estate
San Jose State University 1992 — 1995
Master, Taxation
Santa Clara University 1985 — 1989
BS, Accounting
All Saints School
Excalibur Resources, LLC September 2013 - Present
TEAK Midstream LLC January 2012 - July 2013
Animal Health International, Inc. February 1999 - December 2011
Standard Fruit and Vegetable April 1998 - February 1999
Fibreboard Corporation July 1996 - February 1998
Hadson Energy November 1993 - July 1996
Electronic Data Systems May 1988 - November 1993
Arthur Andersen & Co. June 1985 - May 1988
Skills
Mergers, IPO, SEC compliance, Relocations, SEC reporting, Due Diligence, Consolidation, Accounting, General Ledger, SOX, Financial Reporting, Financial Analysis, Forecasting, Risk Management, GAAP, Internal Controls, Financial Accounting, Budgeting, Compliance, Audit, Cash Management, Strategic Planning, Financial Planning, JD Edwards, Investor Relations, Corporate Finance, Cash Flow, US GAAP, Financial Modeling, Financial Management, Variance Analysis, Analysis, Auditing, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Strategic Financial..., Managerial Finance, Account Reconciliation, Executive Management, SAP, Acquisitions, Process Improvement, Cost Accounting, Sarbanes-Oxley, Revenue Recognition, CPA, Acquisition Integration
Education
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Accounting with Minor in Political Science
Bryan Adams High
CBRE March 1990 - Present
Arthur Andersen & Co. September 1987 - March 1990
Skills
CRM, Management, Leadership, Real Estate, Marketing, Accounting, Finance, Location Intelligence, Leases, Tenant Representation, Tenant, Brokerage, Real Estate Transactions, Lease Administration, Property Management, Lease Negotiations, Real Estate Development, Asset Management, Due Diligence, Investment Properties
Education
Southern Methodist University 1986 — 1987
Master of Business Administration (M.B.A.), Real Estate
The University of Texas at Austin 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Covington & Burling LLP August 1997 - Present
Howrey LLP 1994 - 1997
Brobeck, Phleger & Harrison 1993 - 1995
Arthur Andersen & Co. 1987 - 1990
Education
Southern Utah University 1978 — 1987
MAcc; BS; BFA, Masters of Financial Accountancy
First Data Corporation June 2014 - Present
JPMorgan Chase October 2002 - June 2014
JPMorgan Chase January 2013 - December 2013
JPMorgan Chase 2002 - December 2012
National City Bank 1998 - 2002
USF&G 1994 - 1998
Price Waterhouse 1993 - 1994
BDO Seidman, LLP 1989 - 1993
Arthur Andersen & Co. 1987 - 1989
Skills
Enterprise Architecture, IT Strategy, Vendor Management, SDLC, Disaster Recovery, Integration, SOA, Architecture, Business Analysis, Agile Methodologies, IT Management, Data Warehousing, Program Management, Business Continuity, Business Intelligence, Risk Management, Agile Project Management, Business Process, Business Strategy, Cloud Computing, Data Center, Databases, E-commerce, Enterprise Software, Governance, IT Operations, IT Service Management, ITIL, Information Technology, Infrastructure, Leadership, Management, Outsourcing, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Requirements Analysis, Requirements Gathering, SQL, SaaS, Security, SharePoint, Software Development, Software Project..., Unix, Virtualization, Visio, Solution Architecture
Education
State University of New York College at Buffalo 1983 — 1986
Bachelor, Business and MIS
adventurer, consultant, traveler February 2008 - Present
Famous Footwear 1995 - 2008
US Shoe 1983 - 1995
Arthur Andersen & Co. September 1979 - August 1982
Skills
Retail, Financial Analysis, Forecasting, Income Statement, Start-ups, Profit, Fundraising, Merchandising, Loss Prevention, Cross-functional Team..., P&L Management, Marketing, Purchasing, Footwear, Store Management, Inventory Management, Leadership
Education
University of Wisconsin-Madison - School of Business 1978 — 1979
MBA, Finance/Accounting
St. Norbert College
Roundhouse Spirits June 2012 - October 2014
Belochi & Associates LLC January 2007 - July 2012
Cole Hib LLC January 2005 - January 2009
Dynamic Resolutions January 2006 - December 2007
Stevens, Littman, Biddison, Tharp & Weinberg, L.L.C January 2003 - January 2005
Office of the City Attorney (Boulder) January 2002 - December 2002
Parker & Lynch January 1993 - January 2000
Oracle January 1989 - January 1993
Arthur Andersen & Co. January 1985 - January 1989
Skills
Litigation, Negotiation, Legal Research, Commercial Litigation, Due Diligence, Civil Litigation, Corporate Law, Strategy, Analysis, Management Consulting, Account Management, Contract Negotiation, Mediation, Business Development, New Business Development, Licensing, Legal Writing, Competitive Analysis, Corporate Governance, Real Estate, Legal Issues, Start-ups, Forecasting, Investments, Insurance, Small Business, Tax, Mergers & Acquisitions, Marketing, Finance, Sales, Joint Ventures, International Business
Education
University of Colorado School of Law 2000 — 2003
Juris Doctor, Business/Commerce, General
University of Colorado at Boulder 2000 — 2003
Doctor of Law (J.D.)
Santa Clara University 1983 — 1985
B.S, Commerce, Finance
Wells Fargo Advisors May 2009 - Present
Meridian Capital Partners, LLC February 2005 - May 2009
J.P. Morgan June 2002 - January 2005
Arthur Andersen & Co. January 2000 - June 2002
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Oracle SQL Developer
Education
State University of New York College at Plattsburgh
Bachelor’s Degree, Economics/Finance
McGladrey December 2011 - Present
Mesirow Financial Consulting, LLC June 2010 - August 2011
KPMG October 2007 - October 2009
Navigant Consulting February 2005 - September 2007
Deloitte October 2002 - February 2005
Houlihan Lokey July 2002 - October 2002
Arthur Andersen & Co. January 1999 - July 2002
Spelling Entertainment Group, Inc. July 1997 - January 1999
Skills
Litigation Support, Business Valuation, Valuation, Private Equity, Mergers, Financial Reporting, Debt, Intangible Assets, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Equities, Finance, Forensic Accounting, Mergers, Accounting, Internal Controls, Management
Education
Southern Methodist University 1993 — 1997
BBA
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
US Securities & Exchange Commission June 2005 - Present
Auxilium Pharmaceuticals March 2001 - May 2005
US Securities and Exchange Commission January 1999 - February 2001
Bio-Pharm/IBAH, Inc. April 1993 - November 1998
Arthur Andersen & Co. July 1987 - April 1993
Education
Temple University - Fox School of Business and Management 1983 — 1987
Pittsburgh Independent Auto Auction July 1996 - Present
Atlantic Environmental Consulting July 1993 - July 1996
Gulf USA Corporation June 1978 - June 1993
Arthur Andersen & Co. May 1973 - June 1978
Skills
Customer Retention, Customer Satisfaction, Dealers, Automotive, Customer Service, Negotiation, Business Development, Management, Business Strategy, Automobile, Sales Management, Inventory Management, Marketing, Profit, Vehicles, Automotive Aftermarket, Leadership, New Business Development, Team Building, Business Planning, Sales, Coaching, Strategic Planning, Accounting, Executive Management, Marketing Strategy, Fleet Management, Pricing, Sales Process, Operations Management, B2B, Sales Operations, Purchasing, Forecasting, Account Management, Income Statement, Selling, P&L Management, Competitive Analysis, Budgets, Process Improvement, Start-ups, Wholesale, Market Planning, Retail, Finance
Education
Saint Vincent College 1970 — 1973
BS, Accounting
John Wiley and Sons 1997 - Present
The Vanguard Group March 1997 - April 2011
Vanguard 1997 - 2011
Warren, Gorham & Lamont 1986 - 1997
Matthew Bender 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Copywriting, Newsletters, Editing, Publications, Proofreading, Editorial, Publishing, Books, Freelance Writing, Strategic Planning, Content Development, Copy Editing, Online Publishing, Content Strategy, Marketing, Content Management, Financial Modeling, Feature Articles, Research
Education
UCLA Anderson School of Management 1980 — 1982
Stanford University
Financial Strategies Group (FSG) March 2015 - Present
The Dealey Group January 2007 - August 2013
Epsilon 2000 - 2005
Careington International Corporation January 1997 - November 2000
Arthur Andersen & Co. January 1991 - April 1995
Education
Southern Methodist University 2014 — 2015
Certificate in Financial Planning, Financial Planning
Texas Tech University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M University 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Advent Software Inc. September 2006 - Present
Advent Software Inc. August 2002 - September 2006
Kintana Inc. June 2001 - June 2002
Polycom Inc. March 2000 - June 2001
Advanced Micro Devices November 1999 - March 2000
Siemens ICN April 1998 - October 1999
Monterey Mushrooms June 1994 - March 1998
Monterey Mushrooms April 1993 - June 1994
Arthur Andersen & Co. July 1990 - April 1993
Skills
Accounting, Finance, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Variance Analysis, Hyperion Enterprise, Revenue Recognition, Essbase, Management, SaaS, SEC filings
Education
Santa Clara University 1987 — 1990
Dexis Consulting Group May 2013 - Present
The QED Group, LLC May 2010 - March 2012
The QED Group, LLC September 2004 - September 2011
Arthur Andersen & Co. June 1998 - November 2001
Institute of Finance and Economics July 1994 - June 1998
Skills
Accounting, Managerial Finance, International..., Internal Controls, Financial Accounting, Financial Analysis, Auditing, Financial Reporting, Microfinance, Cost Accounting, General Ledger, Internal Audit, GAAP, Banking, Revenue Recognition, Consolidation, Account Reconciliation, CPA, Variance Analysis, Government Contracting, US GAAP, Financial Audits, Accruals, Financial Statements, Big 4, External Audit, Year-end Close, Balance, Cash Flow
Education
Strayer University 2001 — 2004
Master, Accounting
Economic College 1991 — 1994
Bachelor, Accounting
Honeywell Process Solutions 2014 - Present
Honeywell Scanning & Mobility 2009 - 2014
Metrologic Instruments, Inc. 2007 - 2009
CSS Industries, Inc. 2002 - 2007
Exide Technologies 1999 - 2002
KPMG LLP 1998 - 1999
Wheaton Industries, Inc. 1991 - 1998
Arthur Andersen & Co. 1985 - 1991
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Forecasting, Accounting, Financial Analysis, Sarbanes-Oxley, Internal Controls, Cost Accounting, Cash Management, Process Improvement, Hyperion Enterprise, Risk Management, Cross-functional Team..., Finance, Treasury Management, Auditing, SAP, Mergers & Acquisitions, Strategic Financial..., Budgets, ERP
Education
Temple University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting, Overall 3.51 Accounting 3.93
Cardinal Health January 2015 - Present
Nationwide Insurance January 2013 - Present
Nationwide Insurance September 2009 - January 2013
PwC March 1998 - September 2001
Arthur Andersen & Co. August 1996 - March 1998
Skills
SDLC, Business Analysis, Disaster Recovery, Security, Risk Management, Visio, Change Management, Insurance, Management, Process Improvement, Agile Methodologies, Requirements Gathering, Storyboarding, Business Process..., Systems Analysis, Analysis, Requirements Analysis
Education
Suffolk University
Bachelor of Science (B.S.), Computer Information Technology
Rooster Energy, Dome Energy, Greystone and Exodus Oil & Gas September 2014 - June 2015
Halcon Resources Corporation May 2013 - March 2014
Dynamic Offshore Resources, LLC,Acquired by Sandridge Energy, Inc in April 2012 August 2010 - February 2013
Dynamic Offshore Resources, LLC June 2008 - July 2010
Mesa Petroleum, Inc. Et Al 1981 - 1988
Arthur Andersen & Co. 1977 - 1981
Skills
Account Reconciliation, Accounting, General Ledger, Accruals, Variance Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Tax, Internal Controls, Cost Accounting, Financial Accounting, Auditing, SEC filings, Forecasting, Accounts Receivable, Accounts Payable, Capital Budgeting, Operating Budgets, SEC Filings
Education
The University of Texas at Austin 1975 — 1977
Masters in Professional Accounting, Accounting and Computer Science, Beta Gamma Sigma
Sam Houston State University 1973 — 1975
Batchelors in Business Administration, Accounting and Computer Science, Cum Laude
Blue Cross Blue Shield of Oklahoma (Health Care Services Corporation) July 2012 - Present
Blue Cross and Blue Shield of Texas February 2008 - July 2012
Blue Cross and Blue Shield of Texas November 2002 - January 2008
Blue Cross and Blue Shield of Texas June 1999 - October 2002
Blue Cross and Blue Shield of Texas January 1999 - May 1999
West Virginia Accountable Health Plan January 1996 - December 1998
KPMG Peat Marwick February 1995 - January 1996
Memorial Hermann Health System September 1992 - January 1995
Memorial Health Network, Inc. May 1985 - August 1992
Arthur Andersen & Co. July 1976 - April 1985
Skills
Managed Care, Health Insurance, Disease Management, Medicare, Healthcare, Health Policy, Insurance, Network Development, HIPAA, Employee Benefits, Pharmacy Benefit..., Healthcare Management, Healthcare Information..., Provider Relations, HMO, Medicaid, Strategic Planning, Hospitals
Education
Southern Methodist University 2008 — 2012
Master of Arts (M.A.), Conflict Management and Dispute Resolution
Stephen F. Austin State University 1971 — 1976
Bachelor of Business Administration (B.B.A.), Accounting
Conversant Inc. September 2010 - Present
Conversant Inc. February 2003 - Present
Auberge Resorts June 2001 - January 2003
Claremont Resort & Spa September 1999 - May 2001
Solitude Ski Corporation May 1997 - August 1999
Steamboat Ski & Resort Corporation 1989 - 1997
Fred Schmid Appliance & TV 1982 - 1989
Arthur Andersen & Co. 1980 - 1982
Skills
Accounting, Financial Reporting, Internal Controls, Forecasting, Sarbanes-Oxley Act, Account Reconciliation, E-commerce, Auditing, Online Marketing, Accounts Receivable, Revenue Recognition, Executive Management, GAAP, Customer Service, Online Advertising, Start-ups, Finance, Management, Budgets, General Ledger
Education
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
CFOToday/Liberty Tax Service January 2006 - Present
Dole Ocean Cargo Express 2000 - 2006
Landstar Express America January 1998 - January 2000
Landstar Trucking January 1996 - January 1998
Arthur Andersen & Co. 1986 - 1996
Restaurant Maintenance Organization, Inc. d.b.a. Bio-Care January 1990 - January 1994
Arthur Andersen & Co January 1986 - January 1990
Skills
Accounts Payable, Financial Reporting, Accounting, Accounts Receivable, Financial Accounting, Tax
Education
University of North Florida 2006 — 2007
MBA, Accounting and Finance
University of North Florida 2006 — 2007
MBA, Finance
State University of New York 1982 — 1986
BS, Accounting
State University of New York - System 1982 — 1986
BA, Accounting
Self-Employed January 2001 - September 2007
Resources Connection January 2000 - October 2000
DIVA Systems May 1996 - March 1998
Arthur Andersen & Co. 1901 - 1902
Skills
Corporate Finance, Budgeting, Start-ups, Due Diligence
Education
Stanford University Graduate School of Business 1973 — 1975
University of Nebraska-Lincoln 1965 — 1969
BS/BusAd, Economics
Novo Nordisk Inc. June 2006 - Present
Johnson & Johnson August 2000 - June 2006
The Liposome Co., Inc. (Biotech Pharmaceutical Company) June 1999 - July 2000
Hoechst Corporation (Multinational Chemical, Film, Fibers and Pharmaceuticals Company) February 1994 - June 1999
Ernst & Young November 1988 - February 1994
Arthur Andersen & Co. June 1987 - November 1988
Skills
Tax, International Tax, Transfer Pricing, Financial Analysis, Accounting, Auditing, Finance, Financial Reporting, Strategic Financial..., Forecasting, Tax Advisory, Analysis, Income Tax, Tax Law
Education
Seton Hall University 1983 — 1987
BS in BA, Cum Laude, Accounting
Richard N. Sirott Accountancy Corporation 1975 - Present
J.A. Kendall & Coi 1972 - 1975
Arthur Andersen & Co. 1969 - 1972
Skills
Tax Preparation, Microsoft Office, Strategic Planning, Accounting, Financial Reporting, Business Strategy, Auditing, Leadership, Financial Analysis, Contract Negotiation, Account Management, New Business Development, Training
Education
San Jose State University 1964 — 1969
Bachelor of Science (B.S.), Accounting
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2003 - Present
Arthur Andersen & Co. January 1997 - May 2002
Skills
Lotus Notes, JavaScript, Visual Basic, HTML, CSS, SharePoint, Blackberry, Lotus Domino, Software Documentation, Access, Active Directory, Business Analysis, Visio, Microsoft Office, Citrix, Windows 7, IT Management, Vendor Management, Document Management
Education
State University of New York at New Paltz 1984 — 1988
Bachelor's Degree, Mathematics emphasis in Computer Science
Gates Corporation October 2012 - Present
Gates Worldwide Limited, formerly Tomkins plc August 2004 - September 2012
Tomkins plc August 1996 - July 2004
The Red Wing Company (A Tomkins plc Company) August 1991 - July 1996
RHM Holdings (USA), Inc. (A Tomkins plc Company) October 1987 - July 1991
D & K Financial Services, Inc. May 1985 - September 1987
Arthur Andersen & Co. May 1980 - April 1985
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Forecasting, Process Improvement, Budgets, Accounting, Mergers & Acquisitions, Strategic Planning, Auditing, Leadership, Management, Team Building, Due Diligence
Education
St. Cloud State University 1976 — 1980
Bachelor's Degree, Accounting, Graduated Cum Laude
Acelity April 2015 - Present
Kinetic Concepts October 2013 - April 2015
Kinetic Concepts March 2013 - October 2013
Kinetic Concepts July 2012 - March 2013
Kinetic Concepts, Inc. January 2012 - July 2012
Acelity October 2009 - December 2011
KCI Medical September 2007 - September 2009
Acelity February 2003 - August 2007
Arthur Andersen & Co. 1997 - 2002
PwC September 1988 - May 1997
Skills
Medical Devices, Process Improvement, Forecasting, Strategy, Market Development, Management, Capital Equipment, Sales, Healthcare, Leadership, Cross-functional Team..., Strategic Planning, Product Launch, Product Development, Sales Operations, Program Management, Sales Management, Hospitals, Competitive Analysis
Education
Stephen F. Austin State University 1986 — 1988
Bachelor's degree, Accounting
Pivotal & VMWare (EMC Subsidiaries) October 2013 - May 2014
Finisar January 2007 - July 2013
Finisar Corporation August 2006 - July 2013
AXT, Inc. July 2000 - June 2006
Informix Corporation October 1993 - July 2000
Arthur Andersen & Co. June 1989 - July 1993
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, Tax, Auditing, Accounting, Due Diligence, Mergers & Acquisitions, Income Tax, SEC Filings, Corporate Tax, Financial Reporting
Education
San Jose State University 1987 — 1988
Bachelor of Science (BS), Business Administration/Accountancy
Hines October 2013 - Present
Hines May 2012 - October 2013
Hines September 2006 - May 2012
Smoothie King (SKFI) July 2003 - July 2010
AIM Investments June 2004 - August 2006
Kellogg Brown and Root pty ltd August 2004 - May 2005
Ernst & Young May 2002 - July 2003
Arthur Andersen & Co. December 1998 - May 2002
Skills
Compensation & Benefits, Management, Performance Management, Compensation, Employee Benefits, Leadership, PeopleSoft, Workday
Education
Southern Methodist University - Cox School of Business 1995 — 1999
BBA, Accounting
Campbellsville University August 2003 - Present
The Southern Baptist Theological Seminary November 1995 - October 2003
Strothman+Co November 1992 - November 1995
Arthur Andersen & Co. January 1989 - June 1992
Skills
Accounting
Education
Sam Houston State University 1985 — 1988
BSBA, Accounting
BHP Billiton August 2015 - Present
BHP Billiton June 2013 - July 2015
BHP Billiton June 2012 - June 2013
BHP Billiton March 2011 - June 2012
BHP Billiton March 2009 - March 2011
BHP Billiton September 2005 - February 2009
KPMG October 2002 - September 2005
Arthur Andersen & Co. September 2000 - July 2002
Education
Tecnológico de Monterrey 1996 — 2000
B.A. Business Administration and Financial Accounting , Accounting and Finance
Quantros, Inc. July 2011 - Present
2Wire 2008 - 2011
Western Digital Media, Inc. (formerly known as Komag, Inc.) 2004 - 2008
New Focus, Inc. 2000 - 2004
Arthur Andersen & Co. 1984 - 1987
Skills
Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Process Improvement, Vendor Management, Team Building, SEC filings, Contract Negotiation, Financial Reporting, SaaS, Revenue Recognition, Internal Controls, Cross-functional Team..., Financial Analysis, Finance, Start-ups, Acquisition Integration, US GAAP, Forecasting, Consolidation, Business Process..., Cost Accounting
Education
Santa Clara University 1980 — 1984
BSC, Accounting
Cal Ripken, Sr. Foundation August 2013 - Present
Cal Ripken, Sr. Foundation, Inc. July 2008 - August 2013
Ripken Baseball January 2007 - July 2008
Hanover Direct 1993 - 2007
National Credit Management Corporation 1991 - 1993
Arthur Andersen & Co. 1989 - 1991
Skills
Strategic Planning, Internal Controls, Budgets, Financial Reporting, Nonprofits, Accounting, Finance, Non-profits, Internal Audit, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Forecasting, GAAP
Education
Shippensburg University of Pennsylvania 1985 — 1989
BSBA, Accounting
Recovery Healthcare August 2010 - October 2011
Lucent Technologies - Excel Switching March 1997 - December 2000
GTE 1993 - 1995
GTE 1993 - 1995
GTE 1993 - 1995
Arthur Andersen & Co. 1984 - 1985
Arthur Andersen & Co. 1984 - 1985
Skills
Product Management, Customer Service, Program Management, Accounting, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Change Management, Leadership, Forecasting, Business Strategy, Team Building, Project Management, Sales, Sales Management, Account Management, Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Management and International Business
Texas A&M University 1980 — 1984
Bachelor's Degree, Accounting and Business/Management
Woodrow Wilson High School
UBS August 2013 - Present
Merrill Lynch / Bank of America 2001 - August 2013
BRG Townsend Inc. 1995 - 2000
Arthur Andersen & Co. 1993 - 1995
Skills
Leadership, Management, Analysis, Operating Budgets, Operations Management, Forecasting, Solution Implementation, Vendor Management, Financial Analysis, Program Management, Process Improvement, Business Intelligence, IT Management, Contract Negotiation, Business Analysis, Portfolio Management, Financial Services, Banking, Six Sigma, Finance, Project Planning, Strategy, Mergers & Acquisitions, Budgets, Financial Reporting, Business Process, Capital Markets, CRM, Fixed Income, Outsourcing, Change Management, SDLC, Financial Modeling, Financial Risk, Telecommunications, Risk Management, Business Process..., IT Strategy, Strategic Planning, Due Diligence, Cross-functional Team...
Education
Syracuse University 1991 — 1993
MBA, Finance
Villanova University 1986 — 1990
BS, Mechanical Engineering
Sunray Printing Solutions, Inc. 1990 - Present
Pueringer Distributing, Inc. 1984 - 1990
Wolke & Miller CPA's August 1976 - April 1984
Arthur Andersen & Co. September 1971 - August 1976
Skills
Labels, Business Planning, Digital Printing, Marketing, Direct Mail, PowerPoint, InDesign, Direct Marketing, Brochures, Start-ups, Wide Format Printing, Graphic Design, Adobe Creative Suite, Customer Service, Sales Management, Advertising, Photography, Bindery, Team Building, Offset Printing, Sales, Budgets, B2B, Strategic Planning, Packaging
Education
St. Cloud State University 1967 — 1971
BS, Accounting
cathedral High School St. Cloud, MN 1963 — 1967
Hanko Designs 2000 - Present
Hero Arts January 1995 - June 2000
Network General Corporation June 1991 - March 1994
Arthur Andersen & Co. April 1987 - December 1989
Skills
Strategy, E-commerce, Product Development, Marketing, Market Research
Education
Santa Clara University - Leavey School of Business 1992 — 1995
MBA, Marketing
University of Notre Dame 1981 — 1985
BA, Languages
Xerox 2012 - Present
ACS, A Xerox Company 2007 - 2012
ACS 2002 - 2007
Frontstep (formerly Symix) 1999 - 2001
CoreComm 1996 - 1999
Arthur Andersen & Co. 1992 - 1998
Education
St. John Fisher College 1986 — 1992
BS, Accounting
Dallas Holocaust Museum/Center for Education and Tolerance February 2014 - Present
United Way of Metropolitan Dallas August 2010 - June 2013
American Heart Association American Stroke Association June 2001 - August 2010
Dallas Theater Center 1997 - 2001
PepsiCo 1995 - 1997
The Dallas Opera 1994 - 1995
Arthur Andersen & Co. 1990 - 1992
Skills
Budgets, Forecasting, Financial Analysis, Financial Reporting, Strategic Planning, Accounting, Team Building, Project Management, Customer Service, Finance, Leadership, Nonprofits
Education
Southern Methodist University 1992 — 1994
Master's Degree, Arts Administration
Southern Methodist University - Cox School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Business and Arts Administration
Texas Christian University 1986 — 1990
BBA, Accounting
First Advantage April 2013 - Present
Graphic Packaging International April 2009 - April 2013
Ocwen Financial Corporation November 2006 - April 2009
Graphic Packaging International November 2005 - November 2006
Equifax September 2003 - November 2005
InterContinental Hotels Group July 1999 - September 2003
McKenna Long & Aldridge LLP January 1999 - July 1999
Hunton & Williams LLP August 1997 - December 1998
Arthur Andersen & Co. August 1994 - May 1996
Arthur Andersen & Co. July 1990 - July 1991
Education
University of Florida - Fredric G. Levin College of Law 1996 — 1997
L.LM, Taxation
St. John's University School of Law 1991 — 1994
JD, Law
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
Aclara Technologies March 2002 - Present
DCSI (now Aclara Technologies) April 2000 - March 2002
Comtrak Technologies LLC (ESCO) October 1997 - April 2000
ESCO Technologies January 1993 - October 1997
Arthur Andersen & Co. September 1989 - January 1993
Skills
Demand Response, AMI, Smart Metering, Smart Grid, Program Management, Process Improvement, Meters, Cross-functional Team..., Energy Efficiency, Project Management, Utility Industry, Electric Power, Management, Leadership, Renewable Energy, Energy Markets, Strategy
Education
Washington University in St. Louis 1985 — 1989
BSBA, Accounting, Finance (Economics, Political Science)
Saint Louis University 1989 — 1989
Audting (3-credit summer course), A+
Charitybuzz September 2013 - Present
Burch Creative Capital; C. Wonder February 2012 - September 2013
J.Crew 2009 - 2012
Blue Tulip Corporation 2008 - 2009
iParty Corp. 1999 - 2007
N2K Inc. 1996 - 1999
EMI Music Group/Angel Records 1996 - 1996
Polygram/Def Jam Recordings, Inc. 1995 - 1996
HarperCollins Publishers 1994 - 1995
Arthur Andersen & Co. 1990 - 1994
Skills
Retail, Budgets, Income Statement, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Corporate Finance, Accounting, Forecasting, E-commerce, Financial Reporting, Inventory Management, P&L Management, Leadership, Management, Start-ups, Operations Management, Cross-functional Team..., Project Planning, Business Planning, Business Strategy, Strategy, Team Building, Business Analysis, Change Management, Managerial Finance, Vendor Management, Merchandising, Analysis, Marketing, Competitive Analysis, Business Development, Project Management, Mergers & Acquisitions, Management Consulting, Business Process..., Finance, Strategic Financial..., Team Leadership, SAP, Auditing, Venture Capital, Cash Flow Forecasting, Executive Management, ERP, Supply Chain, P&L, Due Diligence, Cash Flow
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Temple University
BBA, Accounting
Resources Global Professionals October 2003 - Present
Health Net October 1995 - September 2001
Arthur Andersen & Co. January 1980 - April 1983
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Mergers & Acquisitions, Management Consulting, Acquisition Integration, Financial Reporting, Process Improvement, Due Diligence, Business Process..., SEC filings, Forecasting, Internal Controls, Managerial Finance, Accounting, Business Analysis, Business Planning, Strategic Financial..., Strategy, Finance
Education
UCLA Anderson School of Management 2002 — 2003
Executive Program, Management
University of Southern California - Marshall School of Business 1977 — 1979
MBA, Accounting
San Diego State University-California State University 1973 — 1976
BS, Finance
AIG December 2014 - Present
AIG March 2014 - December 2014
AIG September 2012 - March 2014
AIG December 2009 - September 2012
Aon Hewitt March 2009 - December 2009
Aon Benfield October 2007 - February 2009
Aon Benfield November 2003 - October 2007
Deloitte June 2002 - November 2003
Arthur Andersen & Co. September 1996 - June 2002
UPS June 1992 - July 1996
Skills
Corporate FP&A, Financial Analysis, Ratings, Ratings Advisory, Capital Management, Capital Modeling, Reinsurance, Insurance-linked..., Strategic Planning, Strategy Creation, Strategy Execution, Business Strategy, Property & Casualty..., Commercial Insurance, Insurance, Enterprise Risk..., Internal Controls, Analytics, Financial Services, Auditing, Executive Management, Strategy, Capital Markets, Analysis, Accounting, SEC filings, Financial Risk, Restructuring, GAAP, Financial Modeling, Strategic Financial..., Securities, Underwriting, Sarbanes-Oxley Act, Capital, SEC Filings, Financial Planning
Education
Seton Hall University 1992 — 1996
BS, Accounting
Paramus Catholic HS 1988 — 1992
HS Diploma
Behringer Harvard June 2009 - Present
JPI September 1986 - April 2009
Arthur Andersen & Co. July 1979 - September 1986
Skills
Disposition, Due Diligence, Real Estate Development, Investments, Asset Managment, Acquisitions, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 1975 — 1979
BBA, Accounting & Finance
8020 Consulting 2015 - Present
DLC 2005 - 2015
Countrywide Bank 2006 - 2008
The Disney Store 2003 - 2005
The Disney Store 2001 - 2003
Bristol-Myers Squibb 1992 - 2001
Bristol-Myers Squibb 1996 - 1998
Bristol-Myers Squibb 1995 - 1996
Bristol-Myers Squibb 1992 - 1995
Arthur Andersen & Co. 1989 - 1992
Skills
Sarbanes-Oxley Act, Accounting, Budgets, Managerial Finance, Financial Reporting, Auditing, Analysis, Accounts Payable
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
Bachelor of Science, Accounting
MTC, Inc. September 2001 - Present
Play By Play Toys & Novelties, Inc. February 1999 - July 2001
Play By Play Toys & Novelties, Inc. February 1998 - February 1999
Play By Play Toys & Novelties, Inc. November 1994 - July 1996
Torres Enterprises September 1992 - November 1994
Pizza Managment Inc. September 1990 - September 1992
Pizza Management Inc August 1989 - September 1990
Arthur Andersen & Co. 1985 - July 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting
Education
St. Mary's University
BBA, Accounting
The University of Texas at San Antonio
Universidad Nacional Autónoma de México, San Antonio
Osborn Barr April 2011 - Present
Osborn & Barr Communications March 2009 - April 2011
Creata Promotion 2006 - 2006
Leo Burnett 2000 - 2003
Leo Burnett 1995 - 2000
Arthur Andersen & Co. 1990 - 1995
Skills
Marketing Communications, Strategic Communications, Account Planning, Customer Profitability, Financial Analysis, Account Management, Media Planning, Advertising, Creative Strategy, Brand Development, Market Research, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Online Advertising, Digital Strategy, Social Media, Direct Marketing, Public Relations, Interactive Marketing, Financial Accounting, Business Systems...
Education
Saint Louis University 1984 — 1988
Bachelor of Science in Business Administration, Accounting and Finance
Blackcomb Holdings 2012 - Present
BNY Mellon 2011 - 2012
Aksia, LLC 2010 - 2011
NEPC, LLC 2006 - 2010
Hanseatic Capital Partners LLC 2001 - 2006
Credit Agricole - Carr Global Advisors 1996 - 2001
MD Sass 1994 - 1996
Holland America Line - HAL Investments, Inc. 1983 - 1994
Arthur Andersen & Co. 1978 - 1983
Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence
Education
University of Washington
BA, Accounting
Santa Clara University
MBA, Finance
The Steele Companies June 2015 - Present
Disano Financial Consulting April 2014 - May 2015
Roto-Die Company, Inc. January 1998 - March 2014
Pandjiris, Inc. 1993 - 1998
United Technologies, Inc. 1990 - 1992
Peabody Holding Company, Inc. 1986 - 1990
North Antelope Coal Company 1985 - 1986
Arthur Andersen & Co. 1981 - 1985
Skills
Financial Analysis, Financial Reporting, Accounting, ERP, GAAP, Financial Audits, Fixed Assets, Management
Education
Saint Louis University 1995 — 1997
Master of International Business, International Business
University of Missouri - St. Louis 1977 — 1980
BSBA, Accounting
American Access 1994 - Present
Arthur Andersen & Co. October 1987 - March 1991
ICS Convention Desgin April 1981 - September 1987
Education
Sophia University
Bachelor's Degree, Portuguese Language and Literature
JPMorgan Chase February 1994 - Present
Bankers Trust June 1993 - February 1994
American Express Bank June 1989 - June 1993
Arthur Andersen & Co. August 1986 - June 1989
Skills
Financial Services, Financial Analysis, Financial Modeling, Due Diligence, Risk Management, Securities, Asset Managment, Financial Reporting, Investments, Project Management, Sarbanes-Oxley, Dodd-Frank
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.S., Accounting
Xaverian High School 1978 — 1982
Business
L'Hote & Company, P.C. 1980 - Present
Arthur Andersen & Co. July 1973 - October 1980
Skills
Customer Service, Financial Planners
Education
Southeast Missouri State University 1970 — 1973
B.S., Business Education, Accounting
Retired January 2009 - Present
City of La Palma January 1997 - December 2008
ECCO Equipment Corporation March 1992 - December 2008
Acme Rents February 1986 - October 1991
Hotel Systems International April 1982 - January 1986
U. S. Rentals, Inc. April 1974 - March 1982
Arthur Andersen & Co. February 1971 - March 1974
Skills
Accounting, Financial Reporting, Budgeting, Cash Flow, Cost Accounting, Internal Controls, Cash Management, Forecasting, General Ledger, Accounts Payable, Auditing, Accounts Receivable, Financial Accounting, Payroll, Account Reconciliation, Budgets, Fixed Assets, Accruals, Cash Flow Forecasting, Variance Analysis, GAAP, Financial Audits, Managerial Finance, Management Accounting
Education
Cal State Northridge 1967 — 1970
Bahelor of Science, Accounting & Business Administration
Santa Monica College 1965 — 1967
Associates in Arts, General Ed
Westchester High School 1963 — 1965
Founders Properties, LLC June 1985 - Present
Arthur Andersen & Co. September 1982 - June 1985
Skills
Accounting, General Ledger, Financial Reporting, Leadership, Forecasting, Financial Analysis, Accounts Payable
Education
St. Cloud State University 1978 — 1982
Bachelor of Science (BS), Accounting
Merrill Lynch July 1996 - Present
Bessemer Trust 1990 - 1996
Arthur Andersen & Co. 1987 - 1990
Skills
Estate Planning, Retirement Planning, Wealth Management..., Wealth Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Portfolio Management, Equities, Fixed Income, Uniform Combined State..., Investment Management, Hedge Funds, Insurance, Risk Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Wake Forest University 1983 — 1987
BS, Accounting
Arthur L. Johnson High School 1979 — 1983
Seton Hall University 1991 — 1995
MBA, Finance
GateHouse Media November 2013 - Present
GateHouse Media February 2009 - November 2013
GateHouse Media March 2008 - April 2009
Mendon Capital Advisors 2004 - 2008
Constellation Brands 2000 - 2004
Constellation Brands 1997 - 2000
Arthur Andersen & Co. 1994 - 1997
Arthur Andersen & Co. 1992 - 1994
JPMorgan Chase & Co. 1987 - 1992
Education
William E. Simon Graduate School of Business, University of Rochester 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
St. John Fisher College 1984 — 1988
Bachelor of Science (BS), Management and Finance
Porzio Bromberg & Newman P.C. Associate AttorneyDrinker Biddle & Reath LLP1998 - 2001
Morgan Melhuish Abrutyn 1992 - 1998
Arthur Andersen & Co. 1986 - 1989
Skills
Litigation, Product Liability, Toxic Tort, Litigation Support, Civil Litigation, Appeals, Courts, Legal Research, Personal Trust..., Arbitration, Bankruptcy, Commercial Litigation, Estate Planning, Tax Law, Trials, Mediation, Corporate Law, Legal Writing, Wills
Education
Seton Hall University School of Law
Fiore Law Firm, P.C. June 2015 - Present
Fiore & Wierzbowski, P.C. January 1998 - June 2015
St. John’s University, College of Business Administration September 1997 - June 1998
The Law Firm of Hall & Hall May 1993 - December 1997
Arthur Andersen & Co. 1992 - 1993
Skills
Wills, Trusts, Probate, LLC, Business Formation, Commercial Litigation, Foreclosures, Residential, Powers of Attorney, Estate Planning, Estate Administration, Short Sales, Elder Law, Living Trusts, Living Wills, REO, Special Needs Planning, Guardianship, Sellers, First Time Home Buyers, Investment Properties, Asset Protection, Civil Litigation, Conveyancing, Condos, Relocation, Realty, Personal Injury, Real Estate, Single Family Homes, New Home Sales, Home, Buyer Representation, Residential Homes, Real Estate Transactions, Entity Extraction, Litigation, Probation, Mediation, Medical Malpractice, Immigration Law
Education
Saint John's University School of Law 1988 — 1991
JD
Saint John's University 1984 — 1988
BS, Accounting
Notre Dame Academy HS 1980 — 1984
Aeroflex May 2011 - Present
OSI Pharmaceuticals, Inc March 2008 - May 2011
Park Electrochemical Corp May 1997 - March 2008
PepsiCo, Inc. August 1995 - May 1997
Arthur Andersen & Co. September 1989 - August 1995
Skills
Corporate Tax, Financial Reporting, Tax, Income Tax, Tax Audits, Tax Research, Tax Accounting, Sarbanes-Oxley Act, Auditing, Forecasting, Accounting, Financial Analysis, Financial Accounting, US GAAP, Internal Controls, Management, Transfer Pricing, Finance, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1989
Bachelor of Science, Accounting
O'Connor, Wells and Vander Werff, LLC C.P.A.'s December 2010 - Present
O'Connor, Wells and Vander Werff, LLC C.P.A.'s November 1998 - May 2004
Moraine Park Technical College August 1998 - December 1998
Busse/SJI Corporation November 1992 - May 1998
Hawkins Ash CPAs October 1988 - August 1991
Arthur Andersen & Co. August 1986 - October 1988
Skills
Income Tax, Partnership Taxation, Corporate Taxation, Tax Consulting, General Ledger, Account Reconciliation
Education
St. Norbert College 1983 — 1986
Bachelor of Arts (B.A.), Accounting
Sanford Burnham Medical Research Institute October 2013 - Present
Outdoor Channel August 2008 - September 2013
BioMed Realty Trust April 2007 - April 2008
Illumina, Inc. January 2000 - April 2007
Molecular Dynamics October 1995 - December 1999
Stanford Health Services September 1994 - October 1995
Arthur Andersen & Co. October 1990 - September 1994
Skills
Television, Event Management, Event Planning, Outlook, Microsoft Word, Biotechnology, Life Sciences, Administrative..., Executive..., Cross-functional Team..., Customer Service
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration
McDonald's Corporation January 2006 - Present
Grant Thornton LLP June 2002 - January 2006
Arthur Andersen & Co. September 1999 - June 2002
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
Master of Science, Accountancy, Accounting
Southern Illinois University, Carbondale 1996 — 1998
Bachelor of Science, Accounting, Accounting
Lincoln Property Company July 2006 - Present
Crandall Independent School District 1999 - June 2006
City of Crandall August 1995 - May 1998
Lincoln Property Company June 1988 - May 1995
Arthur Andersen & Co. August 1984 - January 1986
Skills
Commercial Real Estate, Financial Accounting, Cross-functional Team..., Property Management, Real Estate Transactions, Acquisitions, Real Estate Due..., Operating Budgets, Public Administration, Municipal Management, Management Accounting, Local Government, Collaboration Solutions, Leases, Multi-site Team..., Contract Negotiation, Lease Administration, Dispositions, CAM Reconciliation, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Accounting, Summa Cum Laude
Cohen & Foster, P.A. August 2011 - January 2012
United States Bankruptcy Court 2009 - 2011
Florida Second District Court of Appeal 2006 - 2008
WorldCom/Intermedia Communications Inc. 1998 - 2001
Bausch + Lomb, Pharmaceutical Division 1996 - 1998
American College of Physician Executives 1994 - 1996
Babcock & Brown 1991 - 1994
Arthur Andersen & Co. 1987 - 1990
Skills
Regulatory Analysis, Compliance Management, Strategic Financial..., Litigation Support, Insolvency Analysis, Financial Valuations, Asset Protection, Due Diligence, Legal Issue..., Acquisition Analysis
Education
Stetson University College of Law 2002 — 2005
Juris Doctor, Law
Stanford University 1982 — 1987
B.A., Human Biology
First Oakbrook Bancshares, In.c 1989 - 2000
Arthur Andersen & Co. 1979 - 1989
Skills
Finance, Accounting, Customer Service, Process Improvement, Microsoft Office, Financial Services, Microsoft Excel, Budgets
Education
Saint Mary's College 1975 — 1979
BS, Accounting
EisnerAmper LLP March 2015 - Present
Ares Management July 2013 - February 2015
AREA Property Partners LP January 2007 - June 2013
Deloitte July 1998 - December 2006
Arthur Andersen & Co. January 1994 - July 1998
Skills
Financial Analysis, Tax Advisory, Financial Reporting, Due Diligence, Financial Modeling, Accounting, Private Equity, Tax, Valuation, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions, Corporate Finance, Real Estate, Finance, GAAP, Tax Accounting, Auditing, SEC filings, Corporate Tax
Education
Siena College
Bachelor of Business Administration (BBA), Accounting
KPMG US 2002 - Present
Arthur Andersen & Co. 1998 - 2002
Skills
Economics, Income Tax, Tax Accounting, Corporate Tax, Equities, Accounting, Sarbanes-Oxley Act, Tax Advisory, Tax, International Tax
Education
Saint Peter's University 1979 — 1983
Bachelor's Degree, Accounting, Economics
Home February 1996 - Present
Phillips Petroleum Company 1991 - 1996
Vintage Petroleum 1986 - 1990
PepsiCo 1985 - 1986
Pepsi Cola Bottling Group 1984 - 1985
Andover Oil Co 1981 - 1984
Arthur Andersen & Co. February 1979 - March 1981
Arthur Andersen & Co. June 1978 - February 1979
Skills
Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, Microsoft Excel, Financial Accounting, QuickBooks, Auditing, Payroll, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1974 — 1978
Bachelor’s Degree, Accounting and Finance