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
Employee
Years
Job
Industry
Kristi Allen Kristi Allen's Arthur Andersen & Co. Experience January 2002 - May 2002
Job Partner at Bookkeeper Girl, Inc
Industry Accounting
Experience
Saville, Dodgen & Co. March 2015 - Present
Allen Equine 2007 - 2013
Moss Adams LLP 2004 - 2006
KPMG US August 2003 - July 2004
Arthur Andersen & Co. January 2002 - May 2002
Skills
Tax, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Accounting, QuickBooks, GAAP, CPA, Sarbanes-Oxley Act
Education
Texas A&M University 1998 — 2003
Master's Degree, Accounting and Finance
Saville, Dodgen & Co. March 2015 - Present
Allen Equine 2007 - 2013
Moss Adams LLP 2004 - 2006
KPMG US August 2003 - July 2004
Arthur Andersen & Co. January 2002 - May 2002
Skills
Tax, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Accounting, QuickBooks, GAAP, CPA, Sarbanes-Oxley Act
Education
Texas A&M University 1998 — 2003
Master's Degree, Accounting and Finance
Amy Throm Amy Throm's Arthur Andersen & Co. Experience May 1999 - May 2002
Job Managing Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2005 - Present
Deloitte May 2002 - August 2005
Arthur Andersen & Co. May 1999 - May 2002
PwC July 1998 - May 1999
Skills
Oil and Gas Industry, Corporate Tax, Partnership Taxation, Tax Research, SEC filings, CPA, Tax Accounting, Tax Advisory, Oil & Gas Exploration
Education
Texas A&M University 1997 — 1998
Masters of Science, Accounting
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting, Graduated Magna Cum Laude
Grant Thornton LLP August 2005 - Present
Deloitte May 2002 - August 2005
Arthur Andersen & Co. May 1999 - May 2002
PwC July 1998 - May 1999
Skills
Oil and Gas Industry, Corporate Tax, Partnership Taxation, Tax Research, SEC filings, CPA, Tax Accounting, Tax Advisory, Oil & Gas Exploration
Education
Texas A&M University 1997 — 1998
Masters of Science, Accounting
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting, Graduated Magna Cum Laude
Kristie Trice Kristie Trice's Arthur Andersen & Co. Experience 1981 - 1986
Job Vice President, People and Culture at PinnacleART
Industry Facilities Services
Experience
RGP April 2014 - May 2014
McCoy Workplace Solutions November 2006 - November 2013
McCoy Workplace Solutions November 2006 - November 2013
Ernst & Young October 2004 - November 2006
Consultant 2002 - 2004
Luminant Worldwide Corporation 1999 - 2002
Align Solutions Corporation 1996 - 1999
BSG Alliance/IT 1991 - 1996
Vinson & Elkins 1990 - 1991
Arthur Andersen & Co. 1981 - 1986
Skills
Strategic Planning, Recruiting, Human Resources, Leadership, Team Building, Employee Relations, CRM, Project Management, Marketing, Strategy, Change Management, Business Development, Contract Negotiation, Program Management, Organizational..., Management, PowerPoint, New Business Development, Onboarding, Talent Management, Process Improvement, Training, Management Consulting, Vendor Management, Performance Management, Leadership Development, Dependable Team Player, Business Process..., Operations Management, Compensation & Benefit, Benefits Administration, Benefits Negotiation, Business Intelligence, Business Strategy, Customer Support, Employee Benefits, Project Planning, Benefits Management, Team Management, Team Leadership, Human Resource...
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing
Westchester High School
RGP April 2014 - May 2014
McCoy Workplace Solutions November 2006 - November 2013
McCoy Workplace Solutions November 2006 - November 2013
Ernst & Young October 2004 - November 2006
Consultant 2002 - 2004
Luminant Worldwide Corporation 1999 - 2002
Align Solutions Corporation 1996 - 1999
BSG Alliance/IT 1991 - 1996
Vinson & Elkins 1990 - 1991
Arthur Andersen & Co. 1981 - 1986
Skills
Strategic Planning, Recruiting, Human Resources, Leadership, Team Building, Employee Relations, CRM, Project Management, Marketing, Strategy, Change Management, Business Development, Contract Negotiation, Program Management, Organizational..., Management, PowerPoint, New Business Development, Onboarding, Talent Management, Process Improvement, Training, Management Consulting, Vendor Management, Performance Management, Leadership Development, Dependable Team Player, Business Process..., Operations Management, Compensation & Benefit, Benefits Administration, Benefits Negotiation, Business Intelligence, Business Strategy, Customer Support, Employee Benefits, Project Planning, Benefits Management, Team Management, Team Leadership, Human Resource...
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Marketing
Westchester High School
Mary Beth May Mary Beth May's Arthur Andersen & Co. Experience September 1988 - September 1991
Job Senior Design Consultant at Renewal by Andersen
Industry Construction
Experience
Renewal by Andersen June 2002 - Present
Dominick's Finer Foods July 1992 - November 1997
Arthur Andersen & Co. September 1988 - September 1991
Skills
Budgets, Construction, Sales, Pricing, Forecasting, Strategic Planning, Contract Negotiation, Microsoft Excel, Retail, Project Management, Contract Management, Contractors, Consulting, Process Scheduler, Customer Service, Microsoft Office, Marketing, Accounts Receivable, Doors, Marketing Strategy, Management, Sales Process
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Marketing and Finance
Villanova University 1984 — 1988
B.S., Accountancy
Renewal by Andersen June 2002 - Present
Dominick's Finer Foods July 1992 - November 1997
Arthur Andersen & Co. September 1988 - September 1991
Skills
Budgets, Construction, Sales, Pricing, Forecasting, Strategic Planning, Contract Negotiation, Microsoft Excel, Retail, Project Management, Contract Management, Contractors, Consulting, Process Scheduler, Customer Service, Microsoft Office, Marketing, Accounts Receivable, Doors, Marketing Strategy, Management, Sales Process
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Marketing and Finance
Villanova University 1984 — 1988
B.S., Accountancy
Meredith Lucas Meredith Lucas's Arthur Andersen & Co. Experience September 1994 - October 1996
Job Executive RecruiterAccounting and Finance
Industry Staffing and Recruiting
Experience
MGM Advisory Services January 2015 - Present
Skin Essentials and Laser Center 2006 - December 2014
Crescent Real Estate Holdings LLC October 1996 - September 1998
Arthur Andersen & Co. September 1994 - October 1996
Arthur Andersen & Co. June 1993 - August 1993
Skills
Recruiting, College Recruiting, Finance, Management, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accounting, Financial Accounting, Budgets
Education
Texas Christian University 1990 — 1994
Bachelor's Degree, Accounting, Graduated Cum Laude
MGM Advisory Services January 2015 - Present
Skin Essentials and Laser Center 2006 - December 2014
Crescent Real Estate Holdings LLC October 1996 - September 1998
Arthur Andersen & Co. September 1994 - October 1996
Arthur Andersen & Co. June 1993 - August 1993
Skills
Recruiting, College Recruiting, Finance, Management, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accounting, Financial Accounting, Budgets
Education
Texas Christian University 1990 — 1994
Bachelor's Degree, Accounting, Graduated Cum Laude
Sheri Cass Sheri Cass's Arthur Andersen & Co. Experience May 2001 - May 2002
Job Microsoft Dynamics NAV/ERP Implementation, Development & Support
Industry Information Technology and Services
Experience
PKF Texas July 2002 - August 2013
Arthur Andersen & Co. May 2001 - May 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
PKF Texas July 2002 - August 2013
Arthur Andersen & Co. May 2001 - May 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Julie Tyrell Julie Tyrell's Arthur Andersen & Co. Experience June 1996 - March 1998
Job Accounting Manager
Industry Wholesale
Experience
UnitedLex Corporation 2015 - Present
Essense of Australia November 2014 - 2015
Kansas City Power & Light May 2010 - November 2014
Kansas City Power & Light June 2007 - May 2010
Remel July 2006 - May 2007
Weyerhaeuser December 2003 - July 2006
Alliant Energy July 2001 - August 2003
Rockwell Collins March 1999 - July 2001
APAC Customer Services March 1998 - March 1999
Arthur Andersen & Co. June 1996 - March 1998
Skills
Process Improvement, Business Analysis, Program Management, Budgets, Business Process..., Accounting, Finance, Product Development, Program Implementation, Profit Margins, Teamwork, Collaborative Problem..., Procurement Contracts, Contract Negotiation, Strategic Planning, Benchmarking, Building Relationships, Profit Maximization, PeopleSoft, Financial Reporting, Auditing, Financial Analysis, General Ledger, Management, SAP Implementation, SAP ERP, Hyperion
Education
University of Kansas 2003 — 2007
Master of Business Administration (MBA)
University of Iowa 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
UnitedLex Corporation 2015 - Present
Essense of Australia November 2014 - 2015
Kansas City Power & Light May 2010 - November 2014
Kansas City Power & Light June 2007 - May 2010
Remel July 2006 - May 2007
Weyerhaeuser December 2003 - July 2006
Alliant Energy July 2001 - August 2003
Rockwell Collins March 1999 - July 2001
APAC Customer Services March 1998 - March 1999
Arthur Andersen & Co. June 1996 - March 1998
Skills
Process Improvement, Business Analysis, Program Management, Budgets, Business Process..., Accounting, Finance, Product Development, Program Implementation, Profit Margins, Teamwork, Collaborative Problem..., Procurement Contracts, Contract Negotiation, Strategic Planning, Benchmarking, Building Relationships, Profit Maximization, PeopleSoft, Financial Reporting, Auditing, Financial Analysis, General Ledger, Management, SAP Implementation, SAP ERP, Hyperion
Education
University of Kansas 2003 — 2007
Master of Business Administration (MBA)
University of Iowa 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
Michelle Bruce Michelle Bruce's Arthur Andersen & Co. Experience September 1995 - March 1998
Job Partner, Optimus Commodities Search
Industry Oil & Energy
Experience
Optimus - Commodities Search November 2014 - Present
Barclays Capital May 2008 - June 2014
Merrill Lynch March 2007 - May 2008
Sirius Solutions January 2005 - March 2007
American Electric Power March 2002 - January 2005
Enron January 1998 - February 2002
Arthur Andersen & Co. September 1995 - March 1998
Skills
Risk Management, Commodity, Trading Systems, Derivatives, Commodity Markets, Financial Risk, Market Risk, Fixed Income, Investment Banking, Options, Middle Office
Education
Texas State University 1994 — 1995
BBA, Accounting
Texas A&M University
Optimus - Commodities Search November 2014 - Present
Barclays Capital May 2008 - June 2014
Merrill Lynch March 2007 - May 2008
Sirius Solutions January 2005 - March 2007
American Electric Power March 2002 - January 2005
Enron January 1998 - February 2002
Arthur Andersen & Co. September 1995 - March 1998
Skills
Risk Management, Commodity, Trading Systems, Derivatives, Commodity Markets, Financial Risk, Market Risk, Fixed Income, Investment Banking, Options, Middle Office
Education
Texas State University 1994 — 1995
BBA, Accounting
Texas A&M University
Clay Elledge Clay Elledge's Arthur Andersen & Co. Experience May 1997 - June 1999
Job Senior Network Engineer at RentACenter
Industry Information Technology and Services
Experience
Rent-A-Center October 2014 - Present
Concentra October 2001 - September 2014
Software Architects July 1999 - September 2001
Arthur Andersen & Co. May 1997 - June 1999
Skills
VPN, Data Center, DNS, Routers, Cisco Technologies, Active Directory, VMware, Switches, Network Load Balancing, Citrix, Routing, DHCP, Firewalls, Network Security, Cisco IOS, Cisco Routers, Troubleshooting, Network Engineering, Network Administration, Netscaler, Cisco UCS, Cisco Nexus, BGP, EIGRP, Aruba Wireless, MPLS Networking, Frame Relay, DSL, Sonicwall, Enterasys, VRRP, HSRP, VTP, NTP, vSphere, Network Design, MPLS, Change Management, WAN, Mergers & Acquisitions, ASA, Infrastructure, Networking
Education
Texas Tech University 1992 — 1997
B.B.A., Management Information Systems
Texas Tech University 1992 — 1997
B.B.A., Accounting
Rent-A-Center October 2014 - Present
Concentra October 2001 - September 2014
Software Architects July 1999 - September 2001
Arthur Andersen & Co. May 1997 - June 1999
Skills
VPN, Data Center, DNS, Routers, Cisco Technologies, Active Directory, VMware, Switches, Network Load Balancing, Citrix, Routing, DHCP, Firewalls, Network Security, Cisco IOS, Cisco Routers, Troubleshooting, Network Engineering, Network Administration, Netscaler, Cisco UCS, Cisco Nexus, BGP, EIGRP, Aruba Wireless, MPLS Networking, Frame Relay, DSL, Sonicwall, Enterasys, VRRP, HSRP, VTP, NTP, vSphere, Network Design, MPLS, Change Management, WAN, Mergers & Acquisitions, ASA, Infrastructure, Networking
Education
Texas Tech University 1992 — 1997
B.B.A., Management Information Systems
Texas Tech University 1992 — 1997
B.B.A., Accounting
John R. Day John R. Day's Arthur Andersen & Co. Experience September 1974 - September 1986
Job President at Day & Ennis, LLC
Industry Financial Services
Experience
Day & Ennis, LLC July 1998 - Present
CareSouth Homecare Professionals September 1995 - February 1998
Charter Medical Corporation September 1986 - September 1995
Arthur Andersen & Co. September 1974 - September 1986
Skills
Strategic Planning, Investments, Financial Analysis, Risk Management, Personal Financial..., CPA, PFS, National Association of..., Wealth Management, Due Diligence, Finance, Securities, Retirement, Investment Management, Retirement Planning, Financial Advisory, Financial Planning
Education
The University of Georgia 1973 — 1974
Master of Accountancy, Accounting and Finance
The University of Georgia 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
Day & Ennis, LLC July 1998 - Present
CareSouth Homecare Professionals September 1995 - February 1998
Charter Medical Corporation September 1986 - September 1995
Arthur Andersen & Co. September 1974 - September 1986
Skills
Strategic Planning, Investments, Financial Analysis, Risk Management, Personal Financial..., CPA, PFS, National Association of..., Wealth Management, Due Diligence, Finance, Securities, Retirement, Investment Management, Retirement Planning, Financial Advisory, Financial Planning
Education
The University of Georgia 1973 — 1974
Master of Accountancy, Accounting and Finance
The University of Georgia 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
Joel Dickson, CPA's Arthur Andersen & Co. Experience 1996 - 1997
Job Investment Manager at AIG Investments
Industry Investment Management
Experience
AIG 2005 - Present
Dynegy 2002 - 2005
AIG 1999 - 2002
American General Life Companies 1997 - 1999
Arthur Andersen & Co. 1996 - 1997
Skills
Financial Modeling, Financial Analysis, Investments, Data Analysis, Strategic Financial..., Valuation, Forecasting, Finance, Financial Accounting, Financial Risk, Financial Reporting, Accounting, Budget, Risk Management
Education
Texas A&M University - Mays Business School 1995 — 1996
Masters, Accounting
Texas A&M University - Mays Business School 1990 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
AIG 2005 - Present
Dynegy 2002 - 2005
AIG 1999 - 2002
American General Life Companies 1997 - 1999
Arthur Andersen & Co. 1996 - 1997
Skills
Financial Modeling, Financial Analysis, Investments, Data Analysis, Strategic Financial..., Valuation, Forecasting, Finance, Financial Accounting, Financial Risk, Financial Reporting, Accounting, Budget, Risk Management
Education
Texas A&M University - Mays Business School 1995 — 1996
Masters, Accounting
Texas A&M University - Mays Business School 1990 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Ken Ringwood's Arthur Andersen & Co. Experience 1981 - 1986
Job CFO | Performance Metrics | Financial Results | Key Performance indicators | Analytic Reporting | CPA
Industry Management Consulting
Experience
Ken Ringwood - Interim CFO 2013 - Present
Pronto Connections, Inc. 1999 - 2013
The American Bottling Company 1993 - 1999
Heller Financial 1986 - 1992
Arthur Andersen & Co. 1981 - 1986
Skills
MBA, CPA, Performance Metrics, Financial Results, Key Performance..., Analytic Reporting, Managerial Finance, Cash Flow, Financial Analysis, Business Process..., Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Strategy, Management, Internal Controls, Budgets, Leadership, Finance, Accounting, Restructuring, Mergers & Acquisitions, Turnaround Experience, Business Intelligence, Due Diligence, Value Creation, Business Development, Strategic Planning, Business Planning, Executive Management
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance and Business Policy
University of Wisconsin-Madison - School of Business 1976 — 1981
BBA, Accounting
Certified Public Accountant
Ken Ringwood - Interim CFO 2013 - Present
Pronto Connections, Inc. 1999 - 2013
The American Bottling Company 1993 - 1999
Heller Financial 1986 - 1992
Arthur Andersen & Co. 1981 - 1986
Skills
MBA, CPA, Performance Metrics, Financial Results, Key Performance..., Analytic Reporting, Managerial Finance, Cash Flow, Financial Analysis, Business Process..., Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Strategy, Management, Internal Controls, Budgets, Leadership, Finance, Accounting, Restructuring, Mergers & Acquisitions, Turnaround Experience, Business Intelligence, Due Diligence, Value Creation, Business Development, Strategic Planning, Business Planning, Executive Management
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance and Business Policy
University of Wisconsin-Madison - School of Business 1976 — 1981
BBA, Accounting
Certified Public Accountant
Chris Work Chris Work's Arthur Andersen & Co. Experience 1990 - 1996
Job Chief Financial Officer at Solaris Oilfield Infrastructure
Industry Oil & Energy
Experience
Solaris Oilfield Infrastructure January 2015 - Present
Nuevo Midstream, LLC April 2011 - January 2015
Torch Energy Advisors, Inc. May 2010 - December 2012
Torch Energy Advisors, Inc. February 2007 - May 2010
Arthur Andersen & Co. 1990 - 1996
Skills
Energy, Petroleum, Mergers & Acquisitions, Due Diligence, Joint Ventures, Financial Analysis, Business Development, Corporate Governance, Natural Gas, Risk Assessment, Negotiation, Treasury Management, Project Management, Divestitures, Human Resources
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
West Brook
Solaris Oilfield Infrastructure January 2015 - Present
Nuevo Midstream, LLC April 2011 - January 2015
Torch Energy Advisors, Inc. May 2010 - December 2012
Torch Energy Advisors, Inc. February 2007 - May 2010
Arthur Andersen & Co. 1990 - 1996
Skills
Energy, Petroleum, Mergers & Acquisitions, Due Diligence, Joint Ventures, Financial Analysis, Business Development, Corporate Governance, Natural Gas, Risk Assessment, Negotiation, Treasury Management, Project Management, Divestitures, Human Resources
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
West Brook
Anthon Cooley, Jr.'s Arthur Andersen & Co. Experience 1987 - 1989
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 2014 - Present
Wells Fargo Bank, N.A. 2009 - 2013
Wachovia, A Wells Fargo Company 2006 - 2009
Broadway National Bank 2000 - 2006
RailTex, Inc. 1989 - 1999
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University
B.B.A.
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 2014 - Present
Wells Fargo Bank, N.A. 2009 - 2013
Wachovia, A Wells Fargo Company 2006 - 2009
Broadway National Bank 2000 - 2006
RailTex, Inc. 1989 - 1999
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University
B.B.A.
Dustin Reynolds, CPA Dustin Reynolds, CPA's Arthur Andersen & Co. Experience August 1998 - February 2002
Job Director of SEC Accounting at Empire Petroleum Partners, LLC
Industry Oil & Energy
Experience
Empire Petroleum Partners, LLC February 2015 - Present
Martin Marietta July 2014 - December 2014
TXI June 2005 - July 2014
Atmos Energy April 2003 - May 2005
EY March 2002 - April 2003
Arthur Andersen & Co. August 1998 - February 2002
Skills
Taxations, US GAAP, SEC Financial Reporting, SOX 404, Business Valuation, M&A analysis, Big 4, System Implementations, Organizational..., Business Strategy, Tax, Tax Accounting, Transfer Pricing, Accounting, Fixed Assets, Unit Costing, SEC Filings, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Auditing
Education
Texas State University
Bachelor of Business Administration (BBA), Accounting
Empire Petroleum Partners, LLC February 2015 - Present
Martin Marietta July 2014 - December 2014
TXI June 2005 - July 2014
Atmos Energy April 2003 - May 2005
EY March 2002 - April 2003
Arthur Andersen & Co. August 1998 - February 2002
Skills
Taxations, US GAAP, SEC Financial Reporting, SOX 404, Business Valuation, M&A analysis, Big 4, System Implementations, Organizational..., Business Strategy, Tax, Tax Accounting, Transfer Pricing, Accounting, Fixed Assets, Unit Costing, SEC Filings, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Auditing
Education
Texas State University
Bachelor of Business Administration (BBA), Accounting
Pam Hopkins's Arthur Andersen & Co. Experience January 2000 - November 2002
Job Director of Photography at AZDV
Industry Motion Pictures and Film
Experience
AZDV 1997 - Present
KPHO - A Meredith Corporation January 1979 - April 2010
Arthur Andersen & Co. January 2000 - November 2002
Cytec January 2001 - May 2002
Skills
Video Production, Video Camera, Video Editing, Final Cut Pro, Avid, Documentaries, Broadcast, Video, Journalism, Videography, Photography
Education
University of Kansas 1972 — 1976
Bachelor of Science, Broadcast Journalism
AZDV 1997 - Present
KPHO - A Meredith Corporation January 1979 - April 2010
Arthur Andersen & Co. January 2000 - November 2002
Cytec January 2001 - May 2002
Skills
Video Production, Video Camera, Video Editing, Final Cut Pro, Avid, Documentaries, Broadcast, Video, Journalism, Videography, Photography
Education
University of Kansas 1972 — 1976
Bachelor of Science, Broadcast Journalism
Caroline Himes Caroline Himes's Arthur Andersen & Co. Experience January 1978 - August 1980
Job Director at University of Colorado Boulder
Industry Higher Education
Experience
University of Colorado Boulder July 2013 - Present
University of Colorado Boulder July 2013 - Present
Lab for Atmospheric and Space Physics, University of Colorado Boulder December 1997 - July 2013
CADIS July 1992 - December 1997
VISystems Inc. February 1988 - May 1992
Photon Entertainment October 1986 - February 1988
InteCom Inc. January 1985 - October 1986
John Glenn Presidential Campaign 1982 - 1984
Arthur Andersen & Co. January 1978 - August 1980
Skills
Research, Critical Thinking, Data Entry, Access, Report Writing, Economics, Time Management, Outlook, Analysis, Proposal Writing, Office Management, Accounting, SPSS, Nonprofits, Human Resources, Community Outreach, Project Management, Public Speaking
Education
The Ohio State University 1975 — 1977
Bachelor of Science (BS), Accounting
The Ohio State University 1975 — 1977
BSBA, Accounting
The Ohio State University
M.S., Natural Resource Economics
University of Colorado Boulder July 2013 - Present
University of Colorado Boulder July 2013 - Present
Lab for Atmospheric and Space Physics, University of Colorado Boulder December 1997 - July 2013
CADIS July 1992 - December 1997
VISystems Inc. February 1988 - May 1992
Photon Entertainment October 1986 - February 1988
InteCom Inc. January 1985 - October 1986
John Glenn Presidential Campaign 1982 - 1984
Arthur Andersen & Co. January 1978 - August 1980
Skills
Research, Critical Thinking, Data Entry, Access, Report Writing, Economics, Time Management, Outlook, Analysis, Proposal Writing, Office Management, Accounting, SPSS, Nonprofits, Human Resources, Community Outreach, Project Management, Public Speaking
Education
The Ohio State University 1975 — 1977
Bachelor of Science (BS), Accounting
The Ohio State University 1975 — 1977
BSBA, Accounting
The Ohio State University
M.S., Natural Resource Economics
Robert (Mike) Derr Robert (Mike) Derr's Arthur Andersen & Co. Experience 1971 - 1976
Job Consulting at Own business
Industry Defense & Space
Experience
Own Business March 2014 - Present
RSL Fiber Systems LLC 2012 - 2014
Expack Seafood, Inc. November 2003 - February 2012
The Johnsson Group September 2002 - October 2003
Arrow Group Industries 1997 - August 2002
IMO Industries, Inc. 1988 - 1997
Stanley Works 1980 - 1988
Cigna 1976 - 1979
Arthur Andersen & Co. 1971 - 1976
Skills
CPA, Financial Reporting, Strategic Planning, Banking, Risk Management, Mergers & Acquisitions, Government Contracting, Project Management, Microsoft Office, QuickBooks, Hyperion, Management Consulting, Business Analysis
Education
The University of Connecticut School of Business 1969 — 1972
Bachelor of Science (B.S.), Accounting and Finance
Own Business March 2014 - Present
RSL Fiber Systems LLC 2012 - 2014
Expack Seafood, Inc. November 2003 - February 2012
The Johnsson Group September 2002 - October 2003
Arrow Group Industries 1997 - August 2002
IMO Industries, Inc. 1988 - 1997
Stanley Works 1980 - 1988
Cigna 1976 - 1979
Arthur Andersen & Co. 1971 - 1976
Skills
CPA, Financial Reporting, Strategic Planning, Banking, Risk Management, Mergers & Acquisitions, Government Contracting, Project Management, Microsoft Office, QuickBooks, Hyperion, Management Consulting, Business Analysis
Education
The University of Connecticut School of Business 1969 — 1972
Bachelor of Science (B.S.), Accounting and Finance
JD Huxman's Arthur Andersen & Co. Experience 1981 - 1983
Job Chief Financial Officer at Morgan Hunter Companies
Industry Staffing and Recruiting
Experience
Morgan Hunter Companies 1999 - Present
Financial Executives International 2000 - Present
Arthur Andersen & Co. 1981 - 1983
Skills
Managerial Finance, Accounting, Program Management, Financial Reporting, Internal Controls, Budgets, Risk Management, Financial Analysis, Human Resources, Marketing, Finance, Investments, Strategic Financial..., Cash Management, Forecasting, Executive Management, Cash Flow, Mergers & Acquisitions, Due Diligence, Financial Planning
Education
The University of Kansas 1977 — 1981
BS, Accounting, Business Administration
Morgan Hunter Companies 1999 - Present
Financial Executives International 2000 - Present
Arthur Andersen & Co. 1981 - 1983
Skills
Managerial Finance, Accounting, Program Management, Financial Reporting, Internal Controls, Budgets, Risk Management, Financial Analysis, Human Resources, Marketing, Finance, Investments, Strategic Financial..., Cash Management, Forecasting, Executive Management, Cash Flow, Mergers & Acquisitions, Due Diligence, Financial Planning
Education
The University of Kansas 1977 — 1981
BS, Accounting, Business Administration
Terry Scherr's Arthur Andersen & Co. Experience 2001 - 2002
Job Assoc. Director of Health Care Analytics with UnitedHealth Group (Optum)
Industry Hospital & Health Care
Experience
UnitedHealth Group September 2015 - Present
Dignity Health March 2015 - September 2015
Matrix Medical Network August 2014 - March 2015
Aetna April 2014 - August 2014
Aetna November 2010 - April 2014
Aetna April 2008 - November 2010
CVS Caremark Corporation November 2006 - April 2008
Pulte Homes December 2002 - November 2006
Arthur Andersen & Co. 2001 - 2002
Skills
Data Analysis, Statistics, Management, Healthcare, Databases, Research, Analytics, Data Mining, Market Research, Analysis, Market Analysis, Competitive Analysis, Strategic Planning, Public Health, Managed Care, Healthcare Information..., Financial Modeling, Access, Programming, Marketing Research, Business Analysis, Business Intelligence
Education
Texas A&M University 2008 — 2010
Certification, Graduate Certification: Applied Statistics
University of Iowa 1997 — 2001
B.S., Statistics
UnitedHealth Group September 2015 - Present
Dignity Health March 2015 - September 2015
Matrix Medical Network August 2014 - March 2015
Aetna April 2014 - August 2014
Aetna November 2010 - April 2014
Aetna April 2008 - November 2010
CVS Caremark Corporation November 2006 - April 2008
Pulte Homes December 2002 - November 2006
Arthur Andersen & Co. 2001 - 2002
Skills
Data Analysis, Statistics, Management, Healthcare, Databases, Research, Analytics, Data Mining, Market Research, Analysis, Market Analysis, Competitive Analysis, Strategic Planning, Public Health, Managed Care, Healthcare Information..., Financial Modeling, Access, Programming, Marketing Research, Business Analysis, Business Intelligence
Education
Texas A&M University 2008 — 2010
Certification, Graduate Certification: Applied Statistics
University of Iowa 1997 — 2001
B.S., Statistics
Liz Gitajn Liz Gitajn's Arthur Andersen & Co. Experience 1992 - 2001
Job Vice President Risk Management at Hudbay Minerals Inc.
Industry Mining & Metals
Experience
Hudbay Minerals Inc. March 2015 - Present
IAMGOLD Corporation 2012 - 2015
Barrick Gold Corporation 2011 - 2012
Barrick Gold Corporation 2009 - 2011
Barrick Gold Corporation 2007 - 2009
RSM Richter 2006 - 2007
Pulakos & Alongi, Ltd. 2001 - 2006
Arthur Andersen & Co. 1992 - 2001
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, IFRS, Risk Assessment, Due Diligence, Internal Audit, Consolidation, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Business Process..., Forecasting, US GAAP, Analysis, Finance, Project Planning, SAP, Business Process, Budgets, GAAP, Financial Risk, Corporate Governance, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management
BA, Accounting, Business Information Systems
Hudbay Minerals Inc. March 2015 - Present
IAMGOLD Corporation 2012 - 2015
Barrick Gold Corporation 2011 - 2012
Barrick Gold Corporation 2009 - 2011
Barrick Gold Corporation 2007 - 2009
RSM Richter 2006 - 2007
Pulakos & Alongi, Ltd. 2001 - 2006
Arthur Andersen & Co. 1992 - 2001
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, IFRS, Risk Assessment, Due Diligence, Internal Audit, Consolidation, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management, Business Process..., Forecasting, US GAAP, Analysis, Finance, Project Planning, SAP, Business Process, Budgets, GAAP, Financial Risk, Corporate Governance, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management
BA, Accounting, Business Information Systems
Daniel Graves's Arthur Andersen & Co. Experience June 1985 - August 1988
Job Managing Director at Spinnaker Capital Advisors, LLC
Industry Investment Banking
Experience
Spinnaker Capital Advisors, LLC August 2004 - Present
Desilva+Phillips LLC June 2014 - September 2015
Cobbcorp, LLC April 2005 - June 2011
Deutsche Bank March 1999 - January 2004
Merrill Lynch March 1994 - March 1999
Salomon Brothers Inc July 1989 - March 1994
Arthur Andersen & Co. June 1985 - August 1988
Skills
Private Equity, Valuation, Corporate Development, Mergers, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Investments, Business Strategy, Start-ups, Strategy, Strategic Planning, Business Planning, Finance, Digital Media, Strategic Partnerships, Credit, Marketing Strategy
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), Finance/Accounting
University of Maryland College Park 1980 — 1984
Bachelor's degree, Finance/Management Science & Statistics
Spinnaker Capital Advisors, LLC August 2004 - Present
Desilva+Phillips LLC June 2014 - September 2015
Cobbcorp, LLC April 2005 - June 2011
Deutsche Bank March 1999 - January 2004
Merrill Lynch March 1994 - March 1999
Salomon Brothers Inc July 1989 - March 1994
Arthur Andersen & Co. June 1985 - August 1988
Skills
Private Equity, Valuation, Corporate Development, Mergers, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Investments, Business Strategy, Start-ups, Strategy, Strategic Planning, Business Planning, Finance, Digital Media, Strategic Partnerships, Credit, Marketing Strategy
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), Finance/Accounting
University of Maryland College Park 1980 — 1984
Bachelor's degree, Finance/Management Science & Statistics
Penny Fine's Arthur Andersen & Co. Experience August 1987 - June 1990
Job Senior Vice President at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
Jody Boorstein Jody Boorstein's Arthur Andersen & Co. Experience September 1986 - March 1993
Job Chief Financial Officer at Aero Communications Inc.
Industry Construction
Experience
Aero Communications Inc. October 2014 - Present
The Professional Group, a Belfor company November 2001 - September 2014
Kelly Services March 1994 - November 2001
Heller Financial March 1993 - March 1994
Arthur Andersen & Co. September 1986 - March 1993
Skills
Finance, Accounting, Financial Analysis, Due Diligence, Mergers & Acquisitions, Budgets, Executive Management, Business Valuation, Strategic Planning, Leadership, Management, Restructuring, Financial Modeling, Financial Reporting, Contract Negotiation, Forecasting, Communication Skills, Corporate Finance, Pricing Strategy, Cash Flow Forecasting, Treasury, KPI Dashboards, Private Equity, Strategic Leadership
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA
Aero Communications Inc. October 2014 - Present
The Professional Group, a Belfor company November 2001 - September 2014
Kelly Services March 1994 - November 2001
Heller Financial March 1993 - March 1994
Arthur Andersen & Co. September 1986 - March 1993
Skills
Finance, Accounting, Financial Analysis, Due Diligence, Mergers & Acquisitions, Budgets, Executive Management, Business Valuation, Strategic Planning, Leadership, Management, Restructuring, Financial Modeling, Financial Reporting, Contract Negotiation, Forecasting, Communication Skills, Corporate Finance, Pricing Strategy, Cash Flow Forecasting, Treasury, KPI Dashboards, Private Equity, Strategic Leadership
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA
Robert Mittet Robert Mittet's Arthur Andersen & Co. Experience 1979 - 1982
Job Interim Finance Director at St. Croix County
Industry Accounting
Experience
St. Croix County April 2015 - Present
St. Croix County June 2012 - April 2015
City of Maplewood April 2007 - April 2010
LKPB Engineers June 2001 - April 2007
Various Companies 1994 - 2001
Summit Envirosolutions 1992 - 1994
Expo Graphics 1991 - 1992
St. Paul Port Authority 1984 - 1991
CENEX 1982 - 1984
Arthur Andersen & Co. 1979 - 1982
Skills
Financial Management, Budgeting, Capital Budgeting, Reporting & Analysis, Private Sector, Public Sector, Financial Reporting, Accounting, Planning, Internal Controls, Financial Analysis, Financial Modeling, Auditing, Managerial Finance, Project Planning, Cash Flow, Budgets, Financial Accounting, Finance
Education
The University of North Dakota
BSPA, Public Administration/Planning
The University of North Dakota
Graduate Work in Accounting
St. Croix County April 2015 - Present
St. Croix County June 2012 - April 2015
City of Maplewood April 2007 - April 2010
LKPB Engineers June 2001 - April 2007
Various Companies 1994 - 2001
Summit Envirosolutions 1992 - 1994
Expo Graphics 1991 - 1992
St. Paul Port Authority 1984 - 1991
CENEX 1982 - 1984
Arthur Andersen & Co. 1979 - 1982
Skills
Financial Management, Budgeting, Capital Budgeting, Reporting & Analysis, Private Sector, Public Sector, Financial Reporting, Accounting, Planning, Internal Controls, Financial Analysis, Financial Modeling, Auditing, Managerial Finance, Project Planning, Cash Flow, Budgets, Financial Accounting, Finance
Education
The University of North Dakota
BSPA, Public Administration/Planning
The University of North Dakota
Graduate Work in Accounting
Dr. Bartley R. Danielsen Dr. Bartley R. Danielsen's Arthur Andersen & Co. Experience 1981 - 1987
Job Associate Professor at North Carolina State University
Industry Higher Education
Experience
North Carolina State University 2006 - Present
North Carolina State University 2006 - 2008
DePaul University 2000 - 2006
University of Florida 1993 - 1998
Danielsen Consulting 1989 - 1993
KPMG 1987 - 1989
Arthur Andersen & Co. 1981 - 1987
Skills
Macroeconomics, Analysis, R, Financial Modeling, Curriculum Design, Non-profits, Financial Economics, Valuation, Corporate Finance, Microsoft Excel, Managerial Finance, PowerPoint, Business Valuation, International Finance, Finance
Education
University of Florida 1995 — 1999
Doctor of Philosophy (Ph.D.), Financial Ecoonomics
The University of Georgia 1984 — 1985
Master's degree, Accounting
North Carolina State University 2006 - Present
North Carolina State University 2006 - 2008
DePaul University 2000 - 2006
University of Florida 1993 - 1998
Danielsen Consulting 1989 - 1993
KPMG 1987 - 1989
Arthur Andersen & Co. 1981 - 1987
Skills
Macroeconomics, Analysis, R, Financial Modeling, Curriculum Design, Non-profits, Financial Economics, Valuation, Corporate Finance, Microsoft Excel, Managerial Finance, PowerPoint, Business Valuation, International Finance, Finance
Education
University of Florida 1995 — 1999
Doctor of Philosophy (Ph.D.), Financial Ecoonomics
The University of Georgia 1984 — 1985
Master's degree, Accounting
William Josey's Arthur Andersen & Co. Experience September 1980 - September 1985
Job President at Water Way Distributing Co., Inc.
Industry Food & Beverages
Experience
Water Way Distributing Co., Inc. October 2014 - Present
Crystal Springs of Alabama 2007 - September 2014
National Bank of Commerce and AmSouth Bank September 1985 - December 2006
Arthur Andersen & Co. September 1980 - September 1985
Skills
Strategic Planning, Customer Service, Team Building, Accounting, Forecasting, Budgets, Sales Management, Credit, New Business Development
Education
The Ohio State University 1979 — 1980
Master's degree, Accounting
University of Alabama 1975 — 1979
Bachelor's degree, Accounting
Mountain Brook High School 1973 — 1975
Water Way Distributing Co., Inc. October 2014 - Present
Crystal Springs of Alabama 2007 - September 2014
National Bank of Commerce and AmSouth Bank September 1985 - December 2006
Arthur Andersen & Co. September 1980 - September 1985
Skills
Strategic Planning, Customer Service, Team Building, Accounting, Forecasting, Budgets, Sales Management, Credit, New Business Development
Education
The Ohio State University 1979 — 1980
Master's degree, Accounting
University of Alabama 1975 — 1979
Bachelor's degree, Accounting
Mountain Brook High School 1973 — 1975
Rex Stewart Rex Stewart's Arthur Andersen & Co. Experience 1973 - 1981
Job CFO at Quorum Hotels & Resorts
Industry Hospitality
Experience
Quorum Hotels & Resorts February 2006 - Present
Quorum Hotels & Resorts 2006 - 2012
Sonny Bryans Smokehouse 1999 - 2005
Patriot American Hospitality 1995 - 1998
metro hotels 1986 - 1995
Lincoln Hotel Company November 1981 - January 1986
Arthur Andersen & Co. 1973 - 1981
Education
USC 1972 — 1973
MBA, Finance/Accounting
Texas A&M University 1966 — 1970
BBA, Finance
Quorum Hotels & Resorts February 2006 - Present
Quorum Hotels & Resorts 2006 - 2012
Sonny Bryans Smokehouse 1999 - 2005
Patriot American Hospitality 1995 - 1998
metro hotels 1986 - 1995
Lincoln Hotel Company November 1981 - January 1986
Arthur Andersen & Co. 1973 - 1981
Education
USC 1972 — 1973
MBA, Finance/Accounting
Texas A&M University 1966 — 1970
BBA, Finance
James G. Herblin, CPA, CFF, CVA, ABAR James G. Herblin, CPA, CFF, CVA, ABAR's Arthur Andersen & Co. Experience June 1980 - February 1991
Job Expert Witness, Forensic Accountant, Business Valuation
Industry Accounting
Experience
Herblin P.C. 1992 - Present
Arthur Andersen & Co. June 1980 - February 1991
Skills
Forensic Accounting, Business Valuation, Tax Preparation, Damage Calculations, Fraud Investigations, Asset Tracing, CPA, Certified in Financial..., Accredited in Business...
Education
Texas A&M University 1976 — 1980
BBA, Accounting
Herblin P.C. 1992 - Present
Arthur Andersen & Co. June 1980 - February 1991
Skills
Forensic Accounting, Business Valuation, Tax Preparation, Damage Calculations, Fraud Investigations, Asset Tracing, CPA, Certified in Financial..., Accredited in Business...
Education
Texas A&M University 1976 — 1980
BBA, Accounting
Barb Klein's Arthur Andersen & Co. Experience June 1986 - October 1989
Job Accountant at Focus Commercial Property Management
Industry Accounting
Experience
Focus Commercial Property Management October 2014 - Present
Abbott Laboratories September 1996 - April 1998
Abbott Laboratories December 1993 - September 1996
Abbott Laboratories January 1992 - December 1993
Abbott Laboratories March 1990 - December 1991
Arthur Andersen & Co. June 1986 - October 1989
Skills
Financial Analysis, Auditing, Internal Controls, Microsoft Office, Financial Statements, Microsoft Excel, Public Speaking, Finance, Budgets, Teaching, Spreadsheets, Microsoft Word, Excel, Word, Tutoring, QuickBooks, Forecasting
Education
University of Kansas 1982 — 1986
Bachelor of Science (B.S.), Accounting and Business Adminstration
Focus Commercial Property Management October 2014 - Present
Abbott Laboratories September 1996 - April 1998
Abbott Laboratories December 1993 - September 1996
Abbott Laboratories January 1992 - December 1993
Abbott Laboratories March 1990 - December 1991
Arthur Andersen & Co. June 1986 - October 1989
Skills
Financial Analysis, Auditing, Internal Controls, Microsoft Office, Financial Statements, Microsoft Excel, Public Speaking, Finance, Budgets, Teaching, Spreadsheets, Microsoft Word, Excel, Word, Tutoring, QuickBooks, Forecasting
Education
University of Kansas 1982 — 1986
Bachelor of Science (B.S.), Accounting and Business Adminstration
Heinz Ickert Heinz Ickert's Arthur Andersen & Co. Experience May 1974 - March 1983
Job Founder at Heinz Ickert LLC
Industry Accounting
Experience
Heinz Ickert LLC February 2014 - Present
Heinz E. Ickert, LLC June 2009 - Present
Ickert & Company, LLC March 1984 - October 2009
Rea & Associates, Inc. November 2004 - June 2009
Arthur Andersen & Co. May 1974 - March 1983
Skills
Forensic Accounting, Business Valuation, Litigation Support, Financial Analysis, Due Diligence, Expert Witness, Litigation Consulting, Fraud, Mergers, Fraud Prevention, Certified Fraud Examiner, Fraud Investigations, Bankruptcy, Asset Tracing, Forensic Investigations, Expert Witness Services, Testimony, Fraud Analysis, Shareholder Disputes, Internal Investigations, White Collar Criminal..., Breach Of Contract, Commercial Disputes, Intellectual Property..., Partnership Disputes, Insurance Claims, Accounting, Income Tax, Litigation, CPA, Commercial Litigation, Civil Litigation, Financial Statements, Intellectual Property, Criminal Law, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Investigation, LLC, Fraud Detection, Partnership Taxation, Tax Law, Estate Planning, Forensic Analysis, Mergers & Acquisitions
Education
The Ohio State University 1972 — 1974
BSBA, Accouting
Heinz Ickert LLC February 2014 - Present
Heinz E. Ickert, LLC June 2009 - Present
Ickert & Company, LLC March 1984 - October 2009
Rea & Associates, Inc. November 2004 - June 2009
Arthur Andersen & Co. May 1974 - March 1983
Skills
Forensic Accounting, Business Valuation, Litigation Support, Financial Analysis, Due Diligence, Expert Witness, Litigation Consulting, Fraud, Mergers, Fraud Prevention, Certified Fraud Examiner, Fraud Investigations, Bankruptcy, Asset Tracing, Forensic Investigations, Expert Witness Services, Testimony, Fraud Analysis, Shareholder Disputes, Internal Investigations, White Collar Criminal..., Breach Of Contract, Commercial Disputes, Intellectual Property..., Partnership Disputes, Insurance Claims, Accounting, Income Tax, Litigation, CPA, Commercial Litigation, Civil Litigation, Financial Statements, Intellectual Property, Criminal Law, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Investigation, LLC, Fraud Detection, Partnership Taxation, Tax Law, Estate Planning, Forensic Analysis, Mergers & Acquisitions
Education
The Ohio State University 1972 — 1974
BSBA, Accouting
Don Pryor, MBA, Finance Director Don Pryor, MBA, Finance Director's Arthur Andersen & Co. Experience 1990 - 1992
Job Finance Professional
Industry Consumer Goods
Experience
f'real foods February 2015 - Present
Current clients: f'real foods, beverage start-up October 2014 - January 2015
Intellectual Ventures May 2010 - September 2014
Delicious Brands / Lotus Vodka (acquired) November 2008 - March 2010
Gruppo Campari December 2004 - September 2008
Dreyer's Grand Ice Cream December 1998 - December 2004
Chevron August 1996 - November 1998
Oppenheimer & Co. Inc. June 1994 - September 1995
PricewaterhouseCoopers 1992 - 1993
Arthur Andersen & Co. 1990 - 1992
Skills
Finance, Accounting, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Strategy, Business Planning, Strategic Planning, Management, Mergers & Acquisitions, Start-ups, Valuation, Forecasting, Portfolio Management, Financial Modeling, Executive Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Contract Negotiation, Auditing, Marketing, Strategic Partnerships, Competitive Analysis, Due Diligence, Business Development, Analytics, Financial Planning, Creative Solutions
Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting
University of California, Berkeley 1984 — 1988
BA, Economics
University of California, Los Angeles 1989 — 1989
Accounting
f'real foods February 2015 - Present
Current clients: f'real foods, beverage start-up October 2014 - January 2015
Intellectual Ventures May 2010 - September 2014
Delicious Brands / Lotus Vodka (acquired) November 2008 - March 2010
Gruppo Campari December 2004 - September 2008
Dreyer's Grand Ice Cream December 1998 - December 2004
Chevron August 1996 - November 1998
Oppenheimer & Co. Inc. June 1994 - September 1995
PricewaterhouseCoopers 1992 - 1993
Arthur Andersen & Co. 1990 - 1992
Skills
Finance, Accounting, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Strategy, Business Planning, Strategic Planning, Management, Mergers & Acquisitions, Start-ups, Valuation, Forecasting, Portfolio Management, Financial Modeling, Executive Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Contract Negotiation, Auditing, Marketing, Strategic Partnerships, Competitive Analysis, Due Diligence, Business Development, Analytics, Financial Planning, Creative Solutions
Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting
University of California, Berkeley 1984 — 1988
BA, Economics
University of California, Los Angeles 1989 — 1989
Accounting
Jason Hanson Jason Hanson's Arthur Andersen & Co. Experience July 2000 - May 2002
Job Senior ManagerShareholder at Robert A. Underhill, P.C.
Industry Accounting
Experience
Robert A. Underhill, P.C. August 2002 - Present
Arthur Andersen & Co. July 2000 - May 2002
KPMG January 2000 - April 2000
Skills
Tax Advisory, Tax Preparation, Estate Planning, Multi-generational..., Business Planning, Trusts, Business Formation, Estate Tax Planning, Wealth, Tax Law, Strategic Planning
Education
University of Washington 1999 — 2001
Master of Laws (LL.M.) Taxation, Tax Law/Taxation
Thomas M. Cooley Law School 1996 — 1999
Doctor of Law (J.D.)
University of Colorado Boulder 1994 — 1995
Sociology
The Ohio State University 1990 — 1994
Bachelor of Arts (B.A.), Sociology
Middletown High School South 1986 — 1990
High School
Robert A. Underhill, P.C. August 2002 - Present
Arthur Andersen & Co. July 2000 - May 2002
KPMG January 2000 - April 2000
Skills
Tax Advisory, Tax Preparation, Estate Planning, Multi-generational..., Business Planning, Trusts, Business Formation, Estate Tax Planning, Wealth, Tax Law, Strategic Planning
Education
University of Washington 1999 — 2001
Master of Laws (LL.M.) Taxation, Tax Law/Taxation
Thomas M. Cooley Law School 1996 — 1999
Doctor of Law (J.D.)
University of Colorado Boulder 1994 — 1995
Sociology
The Ohio State University 1990 — 1994
Bachelor of Arts (B.A.), Sociology
Middletown High School South 1986 — 1990
High School
David Grogan David Grogan's Arthur Andersen & Co. Experience 1984 - 1987
Job Associate Director of University Compliance at the University of Illinois
Industry Higher Education
Experience
US Navy October 1987 - June 2014
Arthur Andersen & Co. 1984 - 1987
Skills
Leadership, Management, Risk Assessment, Ethics, International Law, Government, DoD, Navy, Military, Negotiation, Legal Advice, Military Justice, National Security, Command, Policy
Education
The George Washington University Law School 1997 — 1998
Master of Laws (LL.M.), International Law and Legal Studies, A
University of Virginia School of Law 1984 — 1987
Doctor of Law (J.D.), A
The College of William and Mary 1977 — 1981
Bachelor of Business Administration (BBA), Accounting, A
Olmsted Falls High School 1973 — 1977
US Navy October 1987 - June 2014
Arthur Andersen & Co. 1984 - 1987
Skills
Leadership, Management, Risk Assessment, Ethics, International Law, Government, DoD, Navy, Military, Negotiation, Legal Advice, Military Justice, National Security, Command, Policy
Education
The George Washington University Law School 1997 — 1998
Master of Laws (LL.M.), International Law and Legal Studies, A
University of Virginia School of Law 1984 — 1987
Doctor of Law (J.D.), A
The College of William and Mary 1977 — 1981
Bachelor of Business Administration (BBA), Accounting, A
Olmsted Falls High School 1973 — 1977
Jamie Donelan, CPA Jamie Donelan, CPA's Arthur Andersen & Co. Experience 1983 - 1990
Job Actively pursuing job as Controller of small/midsized co (education, software, commercial contracting)
Industry
Experience
Empire Petroleum Partners, LLC September 2012 - June 2013
Learning Tree International 2007 - 2012
LCC International, Inc. 2000 - 2007
LCC International, Inc. 1996 - 2000
Applied Bioscience International, Inc. 1994 - 1996
Applied Bioscience International, Inc. 1992 - 1994
ENVIRON International Corporation 1990 - 1992
Arthur Andersen & Co. 1983 - 1990
Ernst & Whinney 1979 - 1983
The Folger Shakespeare Library 1975 - 1978
Skills
Microsoft Excel, English, Microsoft Word, Budgets, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, US GAAP, Accounting, Auditing, Internal Controls, SEC Filings, Financial Analysis
Education
The George Washington University
Master of Accounting
The George Washington University
B.A. with Distinction, English Literature
Empire Petroleum Partners, LLC September 2012 - June 2013
Learning Tree International 2007 - 2012
LCC International, Inc. 2000 - 2007
LCC International, Inc. 1996 - 2000
Applied Bioscience International, Inc. 1994 - 1996
Applied Bioscience International, Inc. 1992 - 1994
ENVIRON International Corporation 1990 - 1992
Arthur Andersen & Co. 1983 - 1990
Ernst & Whinney 1979 - 1983
The Folger Shakespeare Library 1975 - 1978
Skills
Microsoft Excel, English, Microsoft Word, Budgets, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, US GAAP, Accounting, Auditing, Internal Controls, SEC Filings, Financial Analysis
Education
The George Washington University
Master of Accounting
The George Washington University
B.A. with Distinction, English Literature
Judith Scofield Judith Scofield's Arthur Andersen & Co. Experience 1989 - 1992
Job CFO at New Castle Hotels & Resorts
Industry Hospitality
Experience
New Castle Hotels & Resorts 1993 - Present
Arthur Andersen & Co. 1989 - 1992
Arthur Andersen & Co. 1982 - 1989
Skills
CPA, Finance, Financial Analysis, Corporate Finance, Financial Reporting, Investments, Strategic Planning, Financial Planning, Valuation, Contract Negotiation, Financial Modeling
Education
The University of Connecticut School of Business 1978 — 1982
Bachelor of Science (BS); Honors Scholar; Magna Cum Laude, Accounting and Finance
New Castle Hotels & Resorts 1993 - Present
Arthur Andersen & Co. 1989 - 1992
Arthur Andersen & Co. 1982 - 1989
Skills
CPA, Finance, Financial Analysis, Corporate Finance, Financial Reporting, Investments, Strategic Planning, Financial Planning, Valuation, Contract Negotiation, Financial Modeling
Education
The University of Connecticut School of Business 1978 — 1982
Bachelor of Science (BS); Honors Scholar; Magna Cum Laude, Accounting and Finance
Brent Taber Brent Taber's Arthur Andersen & Co. Experience 1983 - 1986
Job CEO/Pres. at Junction Pipeline
Industry Oil & Energy
Experience
Junction Pipeline July 2008 - Present
Southcoast Wind Energy, LLC January 2008 - September 2013
Consultant - Energy Advisory Services 1996 - 2007
Weber Energy 1993 - 1996
Taber, Henderson & Company 1987 - 1993
Arthur Andersen & Co. 1983 - 1986
Skills
Energy, Petroleum, Gas, Natural Gas, Due Diligence, Power Plants, Renewable Energy, Strategy, Upstream
Education
Texas A&M University
Bachelor of Business Administration (BBA), with honors, Accounting/Finance
Junction Pipeline July 2008 - Present
Southcoast Wind Energy, LLC January 2008 - September 2013
Consultant - Energy Advisory Services 1996 - 2007
Weber Energy 1993 - 1996
Taber, Henderson & Company 1987 - 1993
Arthur Andersen & Co. 1983 - 1986
Skills
Energy, Petroleum, Gas, Natural Gas, Due Diligence, Power Plants, Renewable Energy, Strategy, Upstream
Education
Texas A&M University
Bachelor of Business Administration (BBA), with honors, Accounting/Finance
Hyldee Hess Hyldee Hess's Arthur Andersen & Co. Experience June 1984 - November 1985
Job at Lutheran West High School
Industry Higher Education
Experience
Lutheran West High School December 2010 - Present
Cano & Manning Eye Center, PLLC 1997 - Present
Yost Insurance Agency 1990 - 1997
Blue Cross and Blue Shield of Ohio 1985 - 1990
Arthur Andersen & Co. June 1984 - November 1985
Skills
Project Planning, Project Implementation, Strategic Planning, Public Speaking, Editing, Budgets, Insurance, Nonprofits
Education
The College of Wooster
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing/Market Research
Lutheran West High School December 2010 - Present
Cano & Manning Eye Center, PLLC 1997 - Present
Yost Insurance Agency 1990 - 1997
Blue Cross and Blue Shield of Ohio 1985 - 1990
Arthur Andersen & Co. June 1984 - November 1985
Skills
Project Planning, Project Implementation, Strategic Planning, Public Speaking, Editing, Budgets, Insurance, Nonprofits
Education
The College of Wooster
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing/Market Research
Todd McCavit Todd McCavit's Arthur Andersen & Co. Experience May 1997 - May 2002
Job Managing Director at Protiviti
Industry Information Technology and Services
Experience
Protiviti May 2002 - Present
Arthur Andersen & Co. May 1997 - May 2002
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Enterprise Risk..., Corporate Governance, Sarbanes-Oxley Act, Governance, SAP, IT Audit, Business Process..., Management Consulting, Financial Risk, Consulting, Strategy, Internal Controls, CISA, Process Improvement, Risk Management, SAS70
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Protiviti May 2002 - Present
Arthur Andersen & Co. May 1997 - May 2002
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Enterprise Risk..., Corporate Governance, Sarbanes-Oxley Act, Governance, SAP, IT Audit, Business Process..., Management Consulting, Financial Risk, Consulting, Strategy, Internal Controls, CISA, Process Improvement, Risk Management, SAS70
Education
Texas Tech University - Rawls College of Business 1992 — 1997
Steven Hamilton, CPA Steven Hamilton, CPA's Arthur Andersen & Co. Experience June 1988 - June 1990
Job Controller at BurgessNorton Mfg. Co.
Industry Automotive
Experience
Burgess-Norton Mfg. Co. August 2011 - July 2015
Material Sciences Corporation September 2006 - February 2011
Merrill Fine Arts Engraving June 2005 - September 2006
Material Sciences Corporation March 2002 - June 2005
Material Sciences Corporation March 1996 - February 2002
Material Sciences Corporation September 1995 - February 1996
MSC Walbridge Coatings March 1993 - August 1995
MSC Walbridge Coatings April 1991 - February 1993
Bostleman June 1990 - February 1991
Arthur Andersen & Co. June 1988 - June 1990
Skills
Strategic Planning, Forecasting, Mergers & Acquisitions, Cross-functional Team..., Sarbanes-Oxley Act, Leadership, Financial Reporting, Financial Analysis, Finance, Negotiation, Six Sigma, Manufacturing, ERP, Budgets, Mergers, Cost Accounting, Business Development, P&L Management, Internal Controls, Contract Negotiation, Product Development, Management, Analysis, Accounting
Education
The University of Chicago Booth School of Business 2013 — 2013
Executive Development Program
University of Toledo 1984 — 1988
BSBA, Accounting
Burgess-Norton Mfg. Co. August 2011 - July 2015
Material Sciences Corporation September 2006 - February 2011
Merrill Fine Arts Engraving June 2005 - September 2006
Material Sciences Corporation March 2002 - June 2005
Material Sciences Corporation March 1996 - February 2002
Material Sciences Corporation September 1995 - February 1996
MSC Walbridge Coatings March 1993 - August 1995
MSC Walbridge Coatings April 1991 - February 1993
Bostleman June 1990 - February 1991
Arthur Andersen & Co. June 1988 - June 1990
Skills
Strategic Planning, Forecasting, Mergers & Acquisitions, Cross-functional Team..., Sarbanes-Oxley Act, Leadership, Financial Reporting, Financial Analysis, Finance, Negotiation, Six Sigma, Manufacturing, ERP, Budgets, Mergers, Cost Accounting, Business Development, P&L Management, Internal Controls, Contract Negotiation, Product Development, Management, Analysis, Accounting
Education
The University of Chicago Booth School of Business 2013 — 2013
Executive Development Program
University of Toledo 1984 — 1988
BSBA, Accounting
Louis Perugini's Arthur Andersen & Co. Experience July 1993 - December 1995
Job Vice President of Finance Pricing/Commercial Management at Atos
Industry Information Technology and Services
Experience
Atos September 2014 - Present
Atos June 2012 - September 2014
Atos September 2008 - June 2012
EquaTerra February 2008 - August 2008
Information Services Group November 2004 - January 2008
IBM February 1997 - November 2004
Coopers & Lybrand December 1995 - December 1996
Arthur Andersen & Co. July 1993 - December 1995
Skills
Outsourcing, Managerial Finance, Business Case, Project Management, Finance, RFP, Sarbanes-Oxley, GAAP, SEC filings, Financial Analysis, Business Process..., Process Improvement, Financial Modeling, Executive Management, IT Outsourcing, Risk Management, Management, Financial Reporting, CRM, Leadership, Internal Controls, Budgets, Forecasting, Auditing, Accounting, Internal Audit, Project Planning, Contract Management, Pricing, Management Consulting, Negotiation, Due Diligence, ERP, Business Analysis, Mergers & Acquisitions, Strategy, Acquisition Integration
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
The University of Connecticut
BS, Biology
Naugatuck Valley Community College
certificate program, Paramedic
Holy Cross High School
Atos September 2014 - Present
Atos June 2012 - September 2014
Atos September 2008 - June 2012
EquaTerra February 2008 - August 2008
Information Services Group November 2004 - January 2008
IBM February 1997 - November 2004
Coopers & Lybrand December 1995 - December 1996
Arthur Andersen & Co. July 1993 - December 1995
Skills
Outsourcing, Managerial Finance, Business Case, Project Management, Finance, RFP, Sarbanes-Oxley, GAAP, SEC filings, Financial Analysis, Business Process..., Process Improvement, Financial Modeling, Executive Management, IT Outsourcing, Risk Management, Management, Financial Reporting, CRM, Leadership, Internal Controls, Budgets, Forecasting, Auditing, Accounting, Internal Audit, Project Planning, Contract Management, Pricing, Management Consulting, Negotiation, Due Diligence, ERP, Business Analysis, Mergers & Acquisitions, Strategy, Acquisition Integration
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
The University of Connecticut
BS, Biology
Naugatuck Valley Community College
certificate program, Paramedic
Holy Cross High School
Leslie Dalla Rosa's Arthur Andersen & Co. Experience November 1989 - June 1992
Job Healthcare Management
Industry Hospital & Health Care
Experience
UNC Charlotte August 2011 - December 2013
Evolve Medical Associates at Ballantyne (formerly Radiance Medspa) June 2006 - June 2009
Hewlett-Packard June 1992 - January 1996
HP June 1992 - January 1996
Arthur Andersen & Co. November 1989 - June 1992
Andersen Consulting November 1989 - December 1990
General Dynamics February 1986 - July 1989
General Dynamics June 1985 - August 1985
Baylor University Medical Center January 1984 - May 1984
Skills
Strategic Planning, Team Building, Healthcare, Management, Start-ups, Marketing, Management Consulting, Operations Management, Sales, Analysis, Selling, Hospitals, Mergers & Acquisitions, Data Analysis, Public Speaking, Microsoft Office, Entrepreneurship, Leadership Development, Consulting, Program Management, Leadership, Team Leadership, Coaching, Strategy, Cross-functional Team..., Training
Education
University of North Carolina at Charlotte 2011 — 2013
MBA
Texas A&M University 1981 — 1985
B.S., Bioengineering
UNC Charlotte August 2011 - December 2013
Evolve Medical Associates at Ballantyne (formerly Radiance Medspa) June 2006 - June 2009
Hewlett-Packard June 1992 - January 1996
HP June 1992 - January 1996
Arthur Andersen & Co. November 1989 - June 1992
Andersen Consulting November 1989 - December 1990
General Dynamics February 1986 - July 1989
General Dynamics June 1985 - August 1985
Baylor University Medical Center January 1984 - May 1984
Skills
Strategic Planning, Team Building, Healthcare, Management, Start-ups, Marketing, Management Consulting, Operations Management, Sales, Analysis, Selling, Hospitals, Mergers & Acquisitions, Data Analysis, Public Speaking, Microsoft Office, Entrepreneurship, Leadership Development, Consulting, Program Management, Leadership, Team Leadership, Coaching, Strategy, Cross-functional Team..., Training
Education
University of North Carolina at Charlotte 2011 — 2013
MBA
Texas A&M University 1981 — 1985
B.S., Bioengineering
Robert Poley Robert Poley's Arthur Andersen & Co. Experience 1972 - 1976
Job Owner, Robert L. Poley, CPA; Consultant in capital formation, SEC compliance, technical accntg and fin mgnt
Industry Accounting
Experience
Robert L. Poley, CPA 2004 - Present
U. S. Securities & Exchange Commission 2002 - 2004
NaPro BioTherapeutics 1996 - 2002
Xenometrix 1994 - 1996
Neodata 1991 - 1993
Long Lines, Ltd. 1988 - 1991
Basic Earth Science Systems 1976 - 1987
Arthur Andersen & Co. 1972 - 1976
Skills
Consulting CFO, SEC compliance, SEC reporting, IPO, Capital Formation, Registration Statements, Financial Reporting, Public Companies, FASB, US GAAP, Technical Accounting, Start-ups, Annual Reports, 10K, 10Q, Business Development, Compliance, Financial Analysis, Cash Flow, Mergers, Due Diligence, Financial Management, Investor Relations, Communication, Forecasting, Corporate Governance, Financial Modeling, Policy, Budgeting, Analysis, Equities, Management Consulting, Strategic Planning, Contract Negotiation, Small Business, Cost Accounting, Oil & Gas, Mining, Manufacturing, Pharmaceuticals, Biotechnology, Systems Development, Budgets, Accounting, SEC filings, SEC, Mergers & Acquisitions, Managerial Finance, Finance, Business Valuation
Education
The University of Kansas
BA, Communications
University of Denver - Daniels College of Business
MSBA, Accounting
Robert L. Poley, CPA 2004 - Present
U. S. Securities & Exchange Commission 2002 - 2004
NaPro BioTherapeutics 1996 - 2002
Xenometrix 1994 - 1996
Neodata 1991 - 1993
Long Lines, Ltd. 1988 - 1991
Basic Earth Science Systems 1976 - 1987
Arthur Andersen & Co. 1972 - 1976
Skills
Consulting CFO, SEC compliance, SEC reporting, IPO, Capital Formation, Registration Statements, Financial Reporting, Public Companies, FASB, US GAAP, Technical Accounting, Start-ups, Annual Reports, 10K, 10Q, Business Development, Compliance, Financial Analysis, Cash Flow, Mergers, Due Diligence, Financial Management, Investor Relations, Communication, Forecasting, Corporate Governance, Financial Modeling, Policy, Budgeting, Analysis, Equities, Management Consulting, Strategic Planning, Contract Negotiation, Small Business, Cost Accounting, Oil & Gas, Mining, Manufacturing, Pharmaceuticals, Biotechnology, Systems Development, Budgets, Accounting, SEC filings, SEC, Mergers & Acquisitions, Managerial Finance, Finance, Business Valuation
Education
The University of Kansas
BA, Communications
University of Denver - Daniels College of Business
MSBA, Accounting
Liz Deckert's Arthur Andersen & Co. Experience 1984 - 1987
Job Controller at Colt Investments, Inc.
Industry Banking
Experience
Colt Investments, Inc. And Related Holdings 2009 - Present
The Colt group, L. C 1987 - 2009
Arthur Andersen & Co. 1984 - 1987
Skills
Strategic Planning, Customer Service, Financial Analysis, Accounting, Finance, Budgets, Management, Financial Reporting, Public Speaking, Leadership, Sales, Problem Management, Non-profit Volunteering, Small Business
Education
University of Kansas 1982 — 1985
Bachelor's Degree, Accounting and Business/Management
Colt Investments, Inc. And Related Holdings 2009 - Present
The Colt group, L. C 1987 - 2009
Arthur Andersen & Co. 1984 - 1987
Skills
Strategic Planning, Customer Service, Financial Analysis, Accounting, Finance, Budgets, Management, Financial Reporting, Public Speaking, Leadership, Sales, Problem Management, Non-profit Volunteering, Small Business
Education
University of Kansas 1982 — 1985
Bachelor's Degree, Accounting and Business/Management
Susan Heffernan Gaieski Susan Heffernan Gaieski's Arthur Andersen & Co. Experience June 2001 - August 2001
Job Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte & Touche LLP August 2010 - Present
Deloitte August 2007 - August 2010
Deloitte August 2004 - August 2007
Deloitte October 2002 - August 2004
Arthur Andersen & Co. June 2001 - August 2001
Merrill Lynch June 2000 - July 2000
Retail Brand Alliance June 1999 - August 1999
Skills
Accounting, SEC filings, Consolidation, Auditing, Corporate Tax, Process Improvement, IT Audit, Retail, Internal Controls, Revenue Recognition, Tax Accounting, Financial Analysis, GAAP, CPA, Sarbanes-Oxley Act, Financial Modeling, External Audit, Enterprise Risk..., Big 4, Due Diligence, US GAAP, Financial Accounting, IFRS, Financial Reporting, Sarbanes-Oxley, Mergers & Acquisitions, Financial Audits, Internal Audit, Management Consulting, International Tax, Tax, Business Process...
Education
The University of Connecticut School of Business 1998 — 2002
BS & MS, Accounting
Suffield High School 1994 — 1998
Deloitte & Touche LLP August 2010 - Present
Deloitte August 2007 - August 2010
Deloitte August 2004 - August 2007
Deloitte October 2002 - August 2004
Arthur Andersen & Co. June 2001 - August 2001
Merrill Lynch June 2000 - July 2000
Retail Brand Alliance June 1999 - August 1999
Skills
Accounting, SEC filings, Consolidation, Auditing, Corporate Tax, Process Improvement, IT Audit, Retail, Internal Controls, Revenue Recognition, Tax Accounting, Financial Analysis, GAAP, CPA, Sarbanes-Oxley Act, Financial Modeling, External Audit, Enterprise Risk..., Big 4, Due Diligence, US GAAP, Financial Accounting, IFRS, Financial Reporting, Sarbanes-Oxley, Mergers & Acquisitions, Financial Audits, Internal Audit, Management Consulting, International Tax, Tax, Business Process...
Education
The University of Connecticut School of Business 1998 — 2002
BS & MS, Accounting
Suffield High School 1994 — 1998
Roger Rawlins Roger Rawlins's Arthur Andersen & Co. Experience July 1988 - May 1990
Job Chief Innovation Officer at DSW
Industry Retail
Experience
DSW January 2015 - Present
DSW February 2014 - January 2015
DSW December 2009 - February 2014
DSW April 2006 - December 2009
HER Realtors April 2001 - April 2006
EXPRESS July 1998 - April 2001
L Brands May 1996 - July 1998
L Brands May 1992 - May 1996
L Brands May 1990 - May 1992
Arthur Andersen & Co. July 1988 - May 1990
Skills
Retail, E-commerce, Sales, Visual Merchandising, Strategic Planning, Merchandising, Leadership, Marketing Strategy, Team Building, Forecasting, Fashion, Marketing, Income Statement, Management, Advertising, Social Media Marketing, Omni-channel, Inventory Management, P&L Management, Strategy, Multi-channel Retail, Cross-functional Team..., Online Marketing, P&L
Education
The Ohio State University 2000 — 2002
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1984 — 1988
Bachelor's Degree, Accounting and Finance
DSW January 2015 - Present
DSW February 2014 - January 2015
DSW December 2009 - February 2014
DSW April 2006 - December 2009
HER Realtors April 2001 - April 2006
EXPRESS July 1998 - April 2001
L Brands May 1996 - July 1998
L Brands May 1992 - May 1996
L Brands May 1990 - May 1992
Arthur Andersen & Co. July 1988 - May 1990
Skills
Retail, E-commerce, Sales, Visual Merchandising, Strategic Planning, Merchandising, Leadership, Marketing Strategy, Team Building, Forecasting, Fashion, Marketing, Income Statement, Management, Advertising, Social Media Marketing, Omni-channel, Inventory Management, P&L Management, Strategy, Multi-channel Retail, Cross-functional Team..., Online Marketing, P&L
Education
The Ohio State University 2000 — 2002
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1984 — 1988
Bachelor's Degree, Accounting and Finance
Michael Barzyk Michael Barzyk's Arthur Andersen & Co. Experience 1998 - 1998
Job Associate Director Private Equity at Allstate Investments
Industry Venture Capital & Private Equity
Experience
Allstate Investments 2015 - Present
Pritzker Group 2006 - 2015
Sandbox Industries 2005 - 2006
CIVC Partners, LLC 2001 - 2004
Salomon Smith Barney (now Citigroup) 1999 - 2001
Arthur Andersen & Co. 1998 - 1998
Skills
Mergers & Acquisitions, Entrepreneurship, Due Diligence, Investment Banking, Leadership, Private Equity, Financial Modeling, Venture Capital, Growth Capital, LBO, Investments, Financial Services, Portfolio Management, Financial Structuring, Strategy, Corporate Finance, Enterprise Software, Valuation, Negotiation, Management, Finance, Buyouts, Mergers
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Economics, Entrepreneurship
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor’s Degree, Finance
Benet Acadeny 1991 — 1995
High School
Allstate Investments 2015 - Present
Pritzker Group 2006 - 2015
Sandbox Industries 2005 - 2006
CIVC Partners, LLC 2001 - 2004
Salomon Smith Barney (now Citigroup) 1999 - 2001
Arthur Andersen & Co. 1998 - 1998
Skills
Mergers & Acquisitions, Entrepreneurship, Due Diligence, Investment Banking, Leadership, Private Equity, Financial Modeling, Venture Capital, Growth Capital, LBO, Investments, Financial Services, Portfolio Management, Financial Structuring, Strategy, Corporate Finance, Enterprise Software, Valuation, Negotiation, Management, Finance, Buyouts, Mergers
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Economics, Entrepreneurship
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor’s Degree, Finance
Benet Acadeny 1991 — 1995
High School
Steve Worman Steve Worman's Arthur Andersen & Co. Experience May 1973 - December 1985
Job Chief Financial Officer at Fleetmaster Express, Inc
Industry Transportation/Trucking/Railroad
Experience
Fleetmaster Express, Inc 2008 - Present
Blue Thunder Auto Tranpsort March 2005 - March 2007
Allied Automotive Group 1998 - 2003
Ryder Automotive Carrier Group 1988 - 1997
Convoy Company 1985 - 1988
Arthur Andersen & Co. May 1973 - December 1985
Skills
Mergers, Finance, Competitive Analysis, Transportation, Pricing, Income Statement, Logistics, Operations Management, Budgets, Strategic Planning, Financial Analysis, Process Improvement, Accounting, Financial Modeling, Supply Chain Management, Team Building, P&L Management, Negotiation, Mergers & Acquisitions, Management, Risk Management, Financial Reporting, Project Planning, Auditing, Human Resources, Strategy, Warehousing, Inventory Management, Fleet Management, Truckload, Tax, Cash Management, Forecasting, Business Process..., Analysis, Start-ups, Executive Management, Contract Negotiation, Business Strategy, Trucking, Supply Chain, Change Management, Leadership, Managerial Finance, Restructuring, General Ledger, Logistics Management, Manufacturing, Business Planning, P&L
Education
University of Michigan - Stephen M. Ross School of Business 1971 — 1973
MBA, Accounting
The Ohio State University - The Max M. Fisher College of Business 1966 — 1970
Bachelor of Science (BS), Economic Statistics
Fleetmaster Express, Inc 2008 - Present
Blue Thunder Auto Tranpsort March 2005 - March 2007
Allied Automotive Group 1998 - 2003
Ryder Automotive Carrier Group 1988 - 1997
Convoy Company 1985 - 1988
Arthur Andersen & Co. May 1973 - December 1985
Skills
Mergers, Finance, Competitive Analysis, Transportation, Pricing, Income Statement, Logistics, Operations Management, Budgets, Strategic Planning, Financial Analysis, Process Improvement, Accounting, Financial Modeling, Supply Chain Management, Team Building, P&L Management, Negotiation, Mergers & Acquisitions, Management, Risk Management, Financial Reporting, Project Planning, Auditing, Human Resources, Strategy, Warehousing, Inventory Management, Fleet Management, Truckload, Tax, Cash Management, Forecasting, Business Process..., Analysis, Start-ups, Executive Management, Contract Negotiation, Business Strategy, Trucking, Supply Chain, Change Management, Leadership, Managerial Finance, Restructuring, General Ledger, Logistics Management, Manufacturing, Business Planning, P&L
Education
University of Michigan - Stephen M. Ross School of Business 1971 — 1973
MBA, Accounting
The Ohio State University - The Max M. Fisher College of Business 1966 — 1970
Bachelor of Science (BS), Economic Statistics
Dennis E. Sheriff, PhD Dennis E. Sheriff, PhD's Arthur Andersen & Co. Experience 1981 - 1994
Job Senior Learning & Business Operations Professional
Industry Pharmaceuticals
Experience
Pfizer Inc 2003 - 2011
The HomeDepot 2002 - 2003
Self Employed 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1994 - 1998
Arthur Andersen & Co. 1981 - 1994
Northern Illinios University 1977 - 1981
Education
Texas A&M University 1974 — 1977
PhD, Instructional Design
Pfizer Inc 2003 - 2011
The HomeDepot 2002 - 2003
Self Employed 2001 - 2002
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1994 - 1998
Arthur Andersen & Co. 1981 - 1994
Northern Illinios University 1977 - 1981
Education
Texas A&M University 1974 — 1977
PhD, Instructional Design
Joseph Prelogar Joseph Prelogar's Arthur Andersen & Co. Experience 1975 - 1988
Job Owner/President at The Ceative Factory, Inc.
Industry Information Technology and Services
Experience
The Creative Factory, Inc. July 2003 - Present
Vianello Forensic Consulting, LLC February 2003 - January 2008
Business Consultant 1988 - 2003
Arthur Andersen & Co. 1975 - 1988
Skills
Business Strategy, Retail, Brand Development, Entrepreneurship, Team Building, Process Improvement, Sales Management, Manufacturing, Advertising, Customer Service, Strategy, New Business Development, Project Management, Merchandising, Business Planning, Cross-functional Team..., Product Development, Product Management, Marketing Strategy, Sales, Business Valuation, Strategic Planning, Strategic Partnerships, Product Marketing, Business Development, Finance, Competitive Analysis, P&L Management, Start-ups, Forecasting
Education
The University of Kansas 1965 — 1968
BS, Accounting
United States Air Force Academy 1963 — 1965
None, Astronautical Engineering
The Creative Factory, Inc. July 2003 - Present
Vianello Forensic Consulting, LLC February 2003 - January 2008
Business Consultant 1988 - 2003
Arthur Andersen & Co. 1975 - 1988
Skills
Business Strategy, Retail, Brand Development, Entrepreneurship, Team Building, Process Improvement, Sales Management, Manufacturing, Advertising, Customer Service, Strategy, New Business Development, Project Management, Merchandising, Business Planning, Cross-functional Team..., Product Development, Product Management, Marketing Strategy, Sales, Business Valuation, Strategic Planning, Strategic Partnerships, Product Marketing, Business Development, Finance, Competitive Analysis, P&L Management, Start-ups, Forecasting
Education
The University of Kansas 1965 — 1968
BS, Accounting
United States Air Force Academy 1963 — 1965
None, Astronautical Engineering
Russell Henriksen Russell Henriksen's Arthur Andersen & Co. Experience 1975 - 1978
Job Independent Investment Management Professional
Industry Investment Management
Experience
Hines 1979 - 1993
Arthur Andersen & Co. 1975 - 1978
Education
University of Houston 1974 — 1975
BA, Accounting
Texas Tech University 1967 — 1971
BBA, Finance
Hines 1979 - 1993
Arthur Andersen & Co. 1975 - 1978
Education
University of Houston 1974 — 1975
BA, Accounting
Texas Tech University 1967 — 1971
BBA, Finance
Trevor Lang Trevor Lang's Arthur Andersen & Co. Experience September 1994 - September 1999
Job Executive Vice President Pro Services & Chief Financial Officer at Floor and Decor
Industry Retail
Experience
Floor and Decor Outlets of America June 2011 - Present
Zumiez Inc. June 2007 - June 2011
Carter's OshKosh B'gosh February 2003 - June 2007
Blockbuster September 1999 - February 2003
Arthur Andersen & Co. September 1994 - September 1999
Skills
Analysis, Mergers & Acquisitions, Accounting, Management, Financial Analysis, Forecasting, Leadership, Sales, Corporate Finance, Finance, Strategic Planning, Retail, Executive Management, Operations Management, Strategic Financial..., Mergers, Auditing, Internal Audit
Education
Texas A&M University 1991 — 1993
Bachelor of Business Administration, Accounting
Floor and Decor Outlets of America June 2011 - Present
Zumiez Inc. June 2007 - June 2011
Carter's OshKosh B'gosh February 2003 - June 2007
Blockbuster September 1999 - February 2003
Arthur Andersen & Co. September 1994 - September 1999
Skills
Analysis, Mergers & Acquisitions, Accounting, Management, Financial Analysis, Forecasting, Leadership, Sales, Corporate Finance, Finance, Strategic Planning, Retail, Executive Management, Operations Management, Strategic Financial..., Mergers, Auditing, Internal Audit
Education
Texas A&M University 1991 — 1993
Bachelor of Business Administration, Accounting
Paul Vanek, CPA CGMA CIA CRMA CISA CFE CICA Paul Vanek, CPA CGMA CIA CRMA CISA CFE CICA's Arthur Andersen & Co. Experience 1984 - 1992
Job Managing Member The Vanek Consultancy Group, LLC
Industry Management Consulting
Experience
The Vanek Consultancy Group, LLC January 2011 - Present
Various Houston Area Universities and Professional Organizations May 2009 - Present
Houston CPA Society 2009 - 2012
Paul A. Vanek, CPA, CIA, CISA 2009 - 2010
Accretive Solutions 2004 - 2009
WM Shirley and Associates 2001 - 2003
Creation 1998 - 2001
Independent Consultant 1995 - 1998
Wright Killen & Co. 1993 - 1995
Arthur Andersen & Co. 1984 - 1992
Skills
Accountancy, CFOs, Controller, Consulting, Customer Relations, Due Diligence, Enterprise Risk..., Financial Modeling, Internal Controls, Leadership, Management, Management Consulting, Marketing, Internet, Internal Audit, Strategic Planning, Business Strategy, Accounting, Sarbanes-Oxley Act, Governance, Non-profits, Organization, Problem Solving, Strategy, Sarbanes-Oxley, Finance, Risk Management, CPA, IT Audit, Auditing, Business Analysis, SEC filings, Start-ups, Business Planning, Analysis, Executive Management, Customer Service, Forecasting, US GAAP, Budgets, Mergers & Acquisitions, Forensic Accounting, Acquisition Integration, GAAP, Revenue Recognition, Certified Fraud Examiner, Restructuring, Financial Accounting, Financial Audits, Tax
Education
Texas A&M University 1980 — 1985
BBA, Accounting
The Vanek Consultancy Group, LLC January 2011 - Present
Various Houston Area Universities and Professional Organizations May 2009 - Present
Houston CPA Society 2009 - 2012
Paul A. Vanek, CPA, CIA, CISA 2009 - 2010
Accretive Solutions 2004 - 2009
WM Shirley and Associates 2001 - 2003
Creation 1998 - 2001
Independent Consultant 1995 - 1998
Wright Killen & Co. 1993 - 1995
Arthur Andersen & Co. 1984 - 1992
Skills
Accountancy, CFOs, Controller, Consulting, Customer Relations, Due Diligence, Enterprise Risk..., Financial Modeling, Internal Controls, Leadership, Management, Management Consulting, Marketing, Internet, Internal Audit, Strategic Planning, Business Strategy, Accounting, Sarbanes-Oxley Act, Governance, Non-profits, Organization, Problem Solving, Strategy, Sarbanes-Oxley, Finance, Risk Management, CPA, IT Audit, Auditing, Business Analysis, SEC filings, Start-ups, Business Planning, Analysis, Executive Management, Customer Service, Forecasting, US GAAP, Budgets, Mergers & Acquisitions, Forensic Accounting, Acquisition Integration, GAAP, Revenue Recognition, Certified Fraud Examiner, Restructuring, Financial Accounting, Financial Audits, Tax
Education
Texas A&M University 1980 — 1985
BBA, Accounting
Daniel Crawford, CPA Daniel Crawford, CPA's Arthur Andersen & Co. Experience September 2001 - September 2002
Job Manager of Technical Accounting and Business Controls at Pratt & Whitney
Industry Accounting
Experience
Pratt & Whitney October 2012 - Present
United Technologies October 2008 - October 2012
Deloitte & Touche LLP September 2002 - October 2008
Arthur Andersen & Co. September 2001 - September 2002
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, Internal Controls, Financial Reporting, GAAP, Auditing, Accounting, Consolidation, Sarbanes-Oxley, Financial Accounting, Financial Analysis, Hyperion Enterprise, Revenue Recognition, IFRS, CPA, Big 4, External Audit, Variance Analysis, Management, Process Improvement, Finance
Education
The University of Connecticut School of Business 2001 — 2003
Master's Degree, Accounting
University of Connecticut 1997 — 2001
Bachelor's Degree, Accounting
Pratt & Whitney October 2012 - Present
United Technologies October 2008 - October 2012
Deloitte & Touche LLP September 2002 - October 2008
Arthur Andersen & Co. September 2001 - September 2002
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, Internal Controls, Financial Reporting, GAAP, Auditing, Accounting, Consolidation, Sarbanes-Oxley, Financial Accounting, Financial Analysis, Hyperion Enterprise, Revenue Recognition, IFRS, CPA, Big 4, External Audit, Variance Analysis, Management, Process Improvement, Finance
Education
The University of Connecticut School of Business 2001 — 2003
Master's Degree, Accounting
University of Connecticut 1997 — 2001
Bachelor's Degree, Accounting
Christina Rashid's Arthur Andersen & Co. Experience 1987 - 1990
Job Managing Member, Prinicipal & CoFounder
Industry Financial Services
Experience
Lotos Groupe LLC 2007 - Present
Pathwork Diagnostics 2012 - 2013
Assurance Investment Partners, Inc. 2007 - 2012
Mercantile Capital Corporation and Specialized Investment Vehicles 2005 - 2007
Guren Capital Partners 2003 - 2005
Allied Capital Corporation 1999 - 2002
Heller Financial 1991 - 1998
GE Capital 1990 - 1991
Arthur Andersen & Co. 1987 - 1990
Skills
Leveraged Finance, Private Equity, Capital Markets, Business Development, Mergers & Acquisitions, Middle Market, Capital Raising, Due Diligence, Portfolio Management, Strategic Planning, Mergers, Mezzanine, Restructuring, Acquisition Integration, Team Leadership, Thought Leadership, Board of Directors..., Corporate Finance, Valuation, SBIC, Reverse Mergers, Executive Positions, CPA, Liquidation, Turnaround Experience, Finance, Financial Services, Strategy, Equities, Financial Structuring, Debt Restructuring, Board of Directors, Corporate Development, Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance & Marketing
St. Mary's College Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
Lotos Groupe LLC 2007 - Present
Pathwork Diagnostics 2012 - 2013
Assurance Investment Partners, Inc. 2007 - 2012
Mercantile Capital Corporation and Specialized Investment Vehicles 2005 - 2007
Guren Capital Partners 2003 - 2005
Allied Capital Corporation 1999 - 2002
Heller Financial 1991 - 1998
GE Capital 1990 - 1991
Arthur Andersen & Co. 1987 - 1990
Skills
Leveraged Finance, Private Equity, Capital Markets, Business Development, Mergers & Acquisitions, Middle Market, Capital Raising, Due Diligence, Portfolio Management, Strategic Planning, Mergers, Mezzanine, Restructuring, Acquisition Integration, Team Leadership, Thought Leadership, Board of Directors..., Corporate Finance, Valuation, SBIC, Reverse Mergers, Executive Positions, CPA, Liquidation, Turnaround Experience, Finance, Financial Services, Strategy, Equities, Financial Structuring, Debt Restructuring, Board of Directors, Corporate Development, Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance & Marketing
St. Mary's College Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
Emese Horwood Emese Horwood's Arthur Andersen & Co. Experience 1981 - 1984
Job Chief Financial Officer at Joel Berman Glass Studios
Industry Architecture & Planning
Experience
Joel Berman Glass Studios January 2005 - Present
Horwood's Office Supply 1990 - 2004
MOF Management 1988 - 1990
Chambers, Phillips, & Co 1987 - 1988
Alpha Scientific Research 1985 - 1986
Arthur Andersen & Co. 1981 - 1984
Skills
Business Planning, Finance, Financial Reporting, Program Management, Human Resources, Strategic Planning
Education
The Certified General Accountants Association of British Columbia
CGA
The University of British Columbia 1976 — 1981
B Comm, Accounting & Finance
Lord Byng
Joel Berman Glass Studios January 2005 - Present
Horwood's Office Supply 1990 - 2004
MOF Management 1988 - 1990
Chambers, Phillips, & Co 1987 - 1988
Alpha Scientific Research 1985 - 1986
Arthur Andersen & Co. 1981 - 1984
Skills
Business Planning, Finance, Financial Reporting, Program Management, Human Resources, Strategic Planning
Education
The Certified General Accountants Association of British Columbia
CGA
The University of British Columbia 1976 — 1981
B Comm, Accounting & Finance
Lord Byng
Gregory Mescher Gregory Mescher's Arthur Andersen & Co. Experience June 1979 - May 1981
Job Attorney at Mescher Law Offices, P.C.
Industry Law Practice
Experience
Mescher Law Offices, P.C. November 1998 - Present
Vonachen, Lawless, Trager & Slevin January 1981 - November 1998
Arthur Andersen & Co. June 1979 - May 1981
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.S., Business Administration
The University of Georgia
J.D., Law
Mescher Law Offices, P.C. November 1998 - Present
Vonachen, Lawless, Trager & Slevin January 1981 - November 1998
Arthur Andersen & Co. June 1979 - May 1981
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.S., Business Administration
The University of Georgia
J.D., Law
John Ciardiello John Ciardiello's Arthur Andersen & Co. Experience 1983 - 1990
Job Chief Financial Officer, Americas at HH Global
Industry Information Technology and Services
Experience
HH Global 2015 - Present
Alma Lasers 2007 - 2014
CorSolutions Medical, Inc. 2002 - 2006
Navigant Consulting, Inc. 1997 - 2002
Elek-Tek, Inc. 1996 - 1997
Storage Technology, Inc. 1992 - 1995
Kraft Food Service, Inc. 1990 - 1992
Arthur Andersen & Co. 1983 - 1990
Skills
Financial Reporting, Internal Controls, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Accounting, Cash Flow, Finance, SEC filings, Sarbanes-Oxley Act, Acquisition Integration, Mergers, Due Diligence, Forecasting, Divestitures, Corporate Finance, Strategy, Strategic Financial..., SEC Filings, Financial Planning
Education
The University of Chicago Booth School of Business 1988 — 1993
MBA, Finance, International Business
University of Illinois at Urbana-Champaign - College of Business 1981 — 1983
Bachelor's of Science, Accountancy
HH Global 2015 - Present
Alma Lasers 2007 - 2014
CorSolutions Medical, Inc. 2002 - 2006
Navigant Consulting, Inc. 1997 - 2002
Elek-Tek, Inc. 1996 - 1997
Storage Technology, Inc. 1992 - 1995
Kraft Food Service, Inc. 1990 - 1992
Arthur Andersen & Co. 1983 - 1990
Skills
Financial Reporting, Internal Controls, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Accounting, Cash Flow, Finance, SEC filings, Sarbanes-Oxley Act, Acquisition Integration, Mergers, Due Diligence, Forecasting, Divestitures, Corporate Finance, Strategy, Strategic Financial..., SEC Filings, Financial Planning
Education
The University of Chicago Booth School of Business 1988 — 1993
MBA, Finance, International Business
University of Illinois at Urbana-Champaign - College of Business 1981 — 1983
Bachelor's of Science, Accountancy
Tom Grottke Tom Grottke's Arthur Andersen & Co. Experience July 1985 - June 1995
Job CEO at Northeastern Banking Services Group
Industry Banking
Experience
Northeastern Banking Services Group July 2013 - Present
NEBSG, LLC May 2002 - June 2013
Northeastern Banking Services Group May 2002 - June 2013
KPMG Advisory July 1995 - May 2002
Arthur Andersen & Co. July 1985 - June 1995
Skills
Mergers, Banking, Enterprise Risk..., Management Consulting, Financial Services, Process Improvement, Financial Risk, Management, Strategy, Auditing, Finance, Mergers & Acquisitions, Outsourcing, Financial Analysis, CISA, Internal Audit, Business Process..., Risk Management, Strategic Planning, Consulting, Business Analysis, Business Strategy, Operations Management, Vendor Management, Program Management, Executive Management, Sarbanes-Oxley Act, Portfolio Management, Financial Institutions, Cash Management, Commercial Lending, Financial Modeling, Retail Banking, Loans, Due Diligence, Small Business Lending, Strategic Financial...
Education
The University of Connecticut School of Business 1981 — 1985
BS, Accounting
Northeastern Banking Services Group July 2013 - Present
NEBSG, LLC May 2002 - June 2013
Northeastern Banking Services Group May 2002 - June 2013
KPMG Advisory July 1995 - May 2002
Arthur Andersen & Co. July 1985 - June 1995
Skills
Mergers, Banking, Enterprise Risk..., Management Consulting, Financial Services, Process Improvement, Financial Risk, Management, Strategy, Auditing, Finance, Mergers & Acquisitions, Outsourcing, Financial Analysis, CISA, Internal Audit, Business Process..., Risk Management, Strategic Planning, Consulting, Business Analysis, Business Strategy, Operations Management, Vendor Management, Program Management, Executive Management, Sarbanes-Oxley Act, Portfolio Management, Financial Institutions, Cash Management, Commercial Lending, Financial Modeling, Retail Banking, Loans, Due Diligence, Small Business Lending, Strategic Financial...
Education
The University of Connecticut School of Business 1981 — 1985
BS, Accounting
Roger W. Hinkle, Sr. Roger W. Hinkle, Sr.'s Arthur Andersen & Co. Experience June 1970 - January 1982
Job Financial Consultant
Industry Financial Services
Experience
Learning Horizons, Inc. November 2007 - June 2009
JPMorgan Chase August 2002 - July 2007
SNS Properties, Inc. August 1989 - June 2002
Lewandowski & Company January 1982 - July 1989
Arthur Andersen & Co. June 1970 - January 1982
Skills
Financial Reporting, Accounting, Treasury Management, Small Business Lending, Forecasting, Commercial Lending, Banking, Financial Analysis, Budgets, Portfolio Management, Cash Flow, Loans, Cash Management, Management, Finance
Education
The University of Akron 1966 — 1970
BS, Accounting
Learning Horizons, Inc. November 2007 - June 2009
JPMorgan Chase August 2002 - July 2007
SNS Properties, Inc. August 1989 - June 2002
Lewandowski & Company January 1982 - July 1989
Arthur Andersen & Co. June 1970 - January 1982
Skills
Financial Reporting, Accounting, Treasury Management, Small Business Lending, Forecasting, Commercial Lending, Banking, Financial Analysis, Budgets, Portfolio Management, Cash Flow, Loans, Cash Management, Management, Finance
Education
The University of Akron 1966 — 1970
BS, Accounting
John Simke John Simke's Arthur Andersen & Co. Experience 1975 - 1977
Job Social Entrepreneur
Industry Education Management
Experience
Learning Experiences August 2013 - Present
LIFE Institute, Ryerson University September 2009 - December 2013
CORE May 2005 - April 2011
PricewaterhouseCoopers July 1984 - June 2006
PwC Consulting 1984 - 2006
Pricewaterhouse Coopers 1984 - 2006
Arthur Andersen & Co. 1975 - 1977
Arthur Andersen & Co. 1975 - 1977
Skills
Business Transformation, Business Strategy, Mergers, Governance, Management Consulting, Organizational Design, Strategic Planning, Change Management, Managed Services, Restructuring, Business Process..., Outsourcing, Business Intelligence, Program Management, Strategy, Business Planning, Financial Analysis, Executive Management, Managerial Finance, Performance Improvement, Management, Risk Management, CRM, Leadership, Business Analysis, Business Development, Mergers & Acquisitions, Consulting, Start-ups, Business Process, Entrepreneurship, IT Strategy, Due Diligence, Venture Capital
Education
London School of Economics and Political Science 2009 — 2011
International Relatons
University of Cambridge 2006 — 2006
International Relations and Affairs
University of Cape Town 1970 — 1973
B.Com (Hons.), Finance and Accounting
Army Gymnasium, 1st S.A. Infantry Division 1969 — 1969
Officer training
Sea Point Boys 1964 — 1968
Learning Experiences August 2013 - Present
LIFE Institute, Ryerson University September 2009 - December 2013
CORE May 2005 - April 2011
PricewaterhouseCoopers July 1984 - June 2006
PwC Consulting 1984 - 2006
Pricewaterhouse Coopers 1984 - 2006
Arthur Andersen & Co. 1975 - 1977
Arthur Andersen & Co. 1975 - 1977
Skills
Business Transformation, Business Strategy, Mergers, Governance, Management Consulting, Organizational Design, Strategic Planning, Change Management, Managed Services, Restructuring, Business Process..., Outsourcing, Business Intelligence, Program Management, Strategy, Business Planning, Financial Analysis, Executive Management, Managerial Finance, Performance Improvement, Management, Risk Management, CRM, Leadership, Business Analysis, Business Development, Mergers & Acquisitions, Consulting, Start-ups, Business Process, Entrepreneurship, IT Strategy, Due Diligence, Venture Capital
Education
London School of Economics and Political Science 2009 — 2011
International Relatons
University of Cambridge 2006 — 2006
International Relations and Affairs
University of Cape Town 1970 — 1973
B.Com (Hons.), Finance and Accounting
Army Gymnasium, 1st S.A. Infantry Division 1969 — 1969
Officer training
Sea Point Boys 1964 — 1968
Gary Alessio Gary Alessio's Arthur Andersen & Co. Experience June 1981 - July 1983
Job Project Manager at an International Banking Software Provider
Industry Information Technology and Services
Experience
International Banking Software Provider October 2011 - Present
Conservation Services Group May 2010 - October 2011
Cracker Barrel March 1998 - May 2008
North Highland Corporation 2008 - 2008
Norlake Projects Corporation February 1995 - March 1998
Pilot Travel Centers January 1993 - February 1995
General Mills Restaurants (aka Darden Restaurants) July 1983 - January 1993
Arthur Andersen & Co. June 1981 - July 1983
Skills
Vendor Management, Cross-functional Team..., Software Project..., Business Process..., Process Improvement, Project Planning, Leadership, IT Management, Analysis, Oracle, Project Management, Business Process, Software Documentation, Management, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 1979 — 1981
MBA
Wittenberg University 1974 — 1978
BA, Political Science and Philosophy
International Banking Software Provider October 2011 - Present
Conservation Services Group May 2010 - October 2011
Cracker Barrel March 1998 - May 2008
North Highland Corporation 2008 - 2008
Norlake Projects Corporation February 1995 - March 1998
Pilot Travel Centers January 1993 - February 1995
General Mills Restaurants (aka Darden Restaurants) July 1983 - January 1993
Arthur Andersen & Co. June 1981 - July 1983
Skills
Vendor Management, Cross-functional Team..., Software Project..., Business Process..., Process Improvement, Project Planning, Leadership, IT Management, Analysis, Oracle, Project Management, Business Process, Software Documentation, Management, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 1979 — 1981
MBA
Wittenberg University 1974 — 1978
BA, Political Science and Philosophy
Andrew Beaurline Andrew Beaurline's Arthur Andersen & Co. Experience 1974 - 1979
Job Investment Banker / Corporate Development specialist with more than 30 years of merger and acquisition experience
Industry Investment Banking
Experience
Greene Holcomb Fisher September 2012 - Present
Bayview Investments, Inc. January 2010 - August 2012
American TonerServ February 2006 - January 2010
Central Garden and Pet July 2004 - December 2006
Sucsy Fischer & Co. 1983 - 2004
First National Bank of Chicago - Institutional Venture Capital Fund May 1981 - October 1983
Arthur Andersen & Co. 1974 - 1979
Skills
Mergers, Venture Capital, Investment Banking, Corporate Development, Negotiation, Business Strategy, Business Planning, Due Diligence, Contract Negotiation, Start-ups, Financial Analysis, Financial Modeling, Team Building, Accounting, Forecasting, Fundraising, Business Analysis, Valuation, Strategic Planning, Budgeting, Competitive Analysis, Change Management, Research, Budgets, Strategy, Management, Investments, Corporate Finance, Mergers & Acquisitions, Acquisitions, Portfolio Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
BS (with honors), Accountancy
The University of Chicago Booth School of Business
MBA, Specialization in Buinsess Economics, concentrations in Marketing and Finance
Greene Holcomb Fisher September 2012 - Present
Bayview Investments, Inc. January 2010 - August 2012
American TonerServ February 2006 - January 2010
Central Garden and Pet July 2004 - December 2006
Sucsy Fischer & Co. 1983 - 2004
First National Bank of Chicago - Institutional Venture Capital Fund May 1981 - October 1983
Arthur Andersen & Co. 1974 - 1979
Skills
Mergers, Venture Capital, Investment Banking, Corporate Development, Negotiation, Business Strategy, Business Planning, Due Diligence, Contract Negotiation, Start-ups, Financial Analysis, Financial Modeling, Team Building, Accounting, Forecasting, Fundraising, Business Analysis, Valuation, Strategic Planning, Budgeting, Competitive Analysis, Change Management, Research, Budgets, Strategy, Management, Investments, Corporate Finance, Mergers & Acquisitions, Acquisitions, Portfolio Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1974
BS (with honors), Accountancy
The University of Chicago Booth School of Business
MBA, Specialization in Buinsess Economics, concentrations in Marketing and Finance
Jennifer Blanchard Jennifer Blanchard's Arthur Andersen & Co. Experience September 1999 - August 2000
Job Channel Account Manager at Dell Financial Services
Industry Information Technology and Services
Experience
Dell April 2005 - Present
Arthur Andersen & Co. September 1999 - August 2000
Skills
Solution Selling, Operating Lease, Channel Sales, Salesforce.com, Direct Sales, Account Management, Sales, Selling, Enterprise Software, Leadership, Sales Management, Team Building, Sales Process, SaaS, Channel Partners, Team Leadership, Negotiation, Finance, Management, New Business Development, Business Development, Budgets, Customer Service, Cloud Computing, B2B, CRM, Cross-functional Team..., Forecasting, Key Account Management, Go-to-market Strategy, Partner Management, Managed Services, Pricing, Start-ups, Product Marketing, Storage, Strategy, Strategic Partnerships, Vendor Management, Cold Calling, Financial Services, Lead Generation, Sales Operations
Education
Southwest Texas State University 1997 — 1999
Bachelor of Science (BS), Accounting
Texas A&M University 1995 — 1996
Dell April 2005 - Present
Arthur Andersen & Co. September 1999 - August 2000
Skills
Solution Selling, Operating Lease, Channel Sales, Salesforce.com, Direct Sales, Account Management, Sales, Selling, Enterprise Software, Leadership, Sales Management, Team Building, Sales Process, SaaS, Channel Partners, Team Leadership, Negotiation, Finance, Management, New Business Development, Business Development, Budgets, Customer Service, Cloud Computing, B2B, CRM, Cross-functional Team..., Forecasting, Key Account Management, Go-to-market Strategy, Partner Management, Managed Services, Pricing, Start-ups, Product Marketing, Storage, Strategy, Strategic Partnerships, Vendor Management, Cold Calling, Financial Services, Lead Generation, Sales Operations
Education
Southwest Texas State University 1997 — 1999
Bachelor of Science (BS), Accounting
Texas A&M University 1995 — 1996
Tom Woody, CPA Tom Woody, CPA's Arthur Andersen & Co. Experience November 1998 - June 2000
Job Manager Financial Planning Analysis at Spectra Energy
Industry Accounting
Experience
Spectra Energy May 2009 - Present
Friedkin Companies Inc June 2000 - November 2008
Arthur Andersen & Co. November 1998 - June 2000
Compaq Computers October 1996 - October 1998
Mitchell Energy & Development January 1991 - October 1996
Skills
Natural Gas, Leadership, Accounting, Management, Financial Analysis, Process Improvement, Energy, Financial Reporting, Due Diligence, Mergers & Acquisitions, Oil/Gas, Business Analysis, Contract Management, Team Building, Gas
Education
Texas A&M University 1987 — 1990
Bachelor of Business Administration (BBA), Accounting, 3.3
Spectra Energy May 2009 - Present
Friedkin Companies Inc June 2000 - November 2008
Arthur Andersen & Co. November 1998 - June 2000
Compaq Computers October 1996 - October 1998
Mitchell Energy & Development January 1991 - October 1996
Skills
Natural Gas, Leadership, Accounting, Management, Financial Analysis, Process Improvement, Energy, Financial Reporting, Due Diligence, Mergers & Acquisitions, Oil/Gas, Business Analysis, Contract Management, Team Building, Gas
Education
Texas A&M University 1987 — 1990
Bachelor of Business Administration (BBA), Accounting, 3.3
Tu Duong Tu Duong's Arthur Andersen & Co. Experience August 1998 - January 2001
Job International Business Product Manager at Millicom
Industry Telecommunications
Experience
Millicom International Cellular (Tigo) June 2014 - Present
Millicom International Cellular (Tigo) May 2012 - May 2014
Millicom International Cellular SA - Luxembourg December 2007 - April 2012
Millicom International Cellular (Asia) - Singapore October 2006 - November 2007
Millicom Laos (Tigo) - Laos PDR September 2005 - October 2006
Comvik International Vietnam AB August 2003 - August 2005
PwC January 2003 - July 2003
Arthur Andersen & Co. August 1998 - January 2001
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA with High Honors
University of New South Wales 2001 — 2002
Masters in Finance with Distinction
Hanoi University of Commerce 1994 — 1998
Bachelor in Economics with High Distinction
Millicom International Cellular (Tigo) June 2014 - Present
Millicom International Cellular (Tigo) May 2012 - May 2014
Millicom International Cellular SA - Luxembourg December 2007 - April 2012
Millicom International Cellular (Asia) - Singapore October 2006 - November 2007
Millicom Laos (Tigo) - Laos PDR September 2005 - October 2006
Comvik International Vietnam AB August 2003 - August 2005
PwC January 2003 - July 2003
Arthur Andersen & Co. August 1998 - January 2001
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA with High Honors
University of New South Wales 2001 — 2002
Masters in Finance with Distinction
Hanoi University of Commerce 1994 — 1998
Bachelor in Economics with High Distinction
Daniel Wobby's Arthur Andersen & Co. Experience July 1985 - July 1989
Job International Business Leader
Industry Semiconductors
Experience
Cabot Microelectronics June 2008 - December 2014
Cabot Microelectronics June 2005 - June 2008
Cabot Microelectronics February 2004 - June 2005
Cabot Microelectronics April 2000 - January 2004
Cabot Corporation July 1989 - March 2000
Arthur Andersen & Co. July 1985 - July 1989
Skills
International Business, International Sales, Leadership, Cross-functional Team..., Product Management, Semiconductors, Product Development, Product Marketing, Product Launch, Strategy, Competitive Analysis, Start-ups, Manufacturing, Business Development, Forecasting, Sales Operations, Financial Accounting, Asian Business, Sales, Global Strategy, Mergers
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
Saint Michael's College 1981 — 1985
Bachelor of Science (B.S.), Accounting and Business Management
Cabot Microelectronics June 2008 - December 2014
Cabot Microelectronics June 2005 - June 2008
Cabot Microelectronics February 2004 - June 2005
Cabot Microelectronics April 2000 - January 2004
Cabot Corporation July 1989 - March 2000
Arthur Andersen & Co. July 1985 - July 1989
Skills
International Business, International Sales, Leadership, Cross-functional Team..., Product Management, Semiconductors, Product Development, Product Marketing, Product Launch, Strategy, Competitive Analysis, Start-ups, Manufacturing, Business Development, Forecasting, Sales Operations, Financial Accounting, Asian Business, Sales, Global Strategy, Mergers
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
Saint Michael's College 1981 — 1985
Bachelor of Science (B.S.), Accounting and Business Management
Marc Slavny Marc Slavny's Arthur Andersen & Co. Experience Director - Real Estate Syndication ProductsJP Turner & Company, LLCDecember 2000 - Present
Job Director Real Estate Syndication Products at JP Turner & Company, LLC
Industry Financial Services
Experience
Arthur Andersen & Co. Director - Real Estate Syndication ProductsJP Turner & Company, LLCDecember 2000 - Present
Skills
Microsoft Excel, Investments, Financial Analysis, Finance, PowerPoint, Risk Management, Portfolio Management, Real Estate, Financial Services, Customer Service
Education
Penfield High School 1973 — 1977
The University of Georgia
Arthur Andersen & Co. Director - Real Estate Syndication ProductsJP Turner & Company, LLCDecember 2000 - Present
Skills
Microsoft Excel, Investments, Financial Analysis, Finance, PowerPoint, Risk Management, Portfolio Management, Real Estate, Financial Services, Customer Service
Education
Penfield High School 1973 — 1977
The University of Georgia
Gerald (Jerry) McFadden CPA, MAcc Gerald (Jerry) McFadden CPA, MAcc's Arthur Andersen & Co. Experience 1988 - 1990
Job Entrepreneurial CFO Passionate about People and their Potential
Industry Hospital & Health Care
Experience
Cleveland Clinic July 2011 - Present
Xpress Loan Servicing August 2006 - July 2011
Renal Care Group/Fresenius Medical Care 2004 - 2006
Avaya LLC 2001 - 2004
Complient Corporation 1999 - 2001
Case Western Reserve University 1993 - 1999
Forest City Enterprises 1990 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
ERP, Cost Reduction, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Process Improvement, Budgets, Internal Controls, Change Management, Finance, Management, General Ledger, Leadership
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
Masters of Accountancy, Accounting
The University of Akron 1984 — 1988
Bachelor of Science, Accounting
Cleveland Clinic July 2011 - Present
Xpress Loan Servicing August 2006 - July 2011
Renal Care Group/Fresenius Medical Care 2004 - 2006
Avaya LLC 2001 - 2004
Complient Corporation 1999 - 2001
Case Western Reserve University 1993 - 1999
Forest City Enterprises 1990 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
ERP, Cost Reduction, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Process Improvement, Budgets, Internal Controls, Change Management, Finance, Management, General Ledger, Leadership
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
Masters of Accountancy, Accounting
The University of Akron 1984 — 1988
Bachelor of Science, Accounting
Catherine Neel Catherine Neel's Arthur Andersen & Co. Experience April 1986 - October 1989
Job President at CEN Properties
Industry Real Estate
Experience
CEN Properties August 2012 - Present
Aecom Technology Corporation April 2012 - August 2012
Owens-Illinois, Inc. January 2010 - March 2012
NII Holdings, Inc. October 2008 - January 2010
NII Holdings, Inc. November 2002 - October 2008
NII Holdings, Inc. June 1999 - January 2002
BellSouth Corp. October 1989 - June 1999
Arthur Andersen & Co. April 1986 - October 1989
Staff October 1982 - April 1986
Skills
Negotiation, Real Estate, Management, Marketing Strategy, New Business Development, Accounting, Financial Accounting, Capital Raising, Acquisition Integration, Investor Relations, Agency Relations, SEC Financial Reporting, Team Building, Strategic Planning, Corporate Finance, Corporate Tax, Chapter 11, Corporate turn-around
Education
The College of William and Mary - The Mason School of Business 2003 — 2004
Master of Business Administration (M.B.A.)
University of Alabama 1978 — 1982
Bachelor of Science (B.S.), Accounting
CEN Properties August 2012 - Present
Aecom Technology Corporation April 2012 - August 2012
Owens-Illinois, Inc. January 2010 - March 2012
NII Holdings, Inc. October 2008 - January 2010
NII Holdings, Inc. November 2002 - October 2008
NII Holdings, Inc. June 1999 - January 2002
BellSouth Corp. October 1989 - June 1999
Arthur Andersen & Co. April 1986 - October 1989
Staff October 1982 - April 1986
Skills
Negotiation, Real Estate, Management, Marketing Strategy, New Business Development, Accounting, Financial Accounting, Capital Raising, Acquisition Integration, Investor Relations, Agency Relations, SEC Financial Reporting, Team Building, Strategic Planning, Corporate Finance, Corporate Tax, Chapter 11, Corporate turn-around
Education
The College of William and Mary - The Mason School of Business 2003 — 2004
Master of Business Administration (M.B.A.)
University of Alabama 1978 — 1982
Bachelor of Science (B.S.), Accounting
Kent Moore Kent Moore's Arthur Andersen & Co. Experience 1980 - 1989
Job REALTOR® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2014 - Present
McDougal Properties April 2013 - December 2013
LKM Matador Holdings, LLC 2010 - 2013
BRUNO'S SUPERMARKETS 2007 - 2009
Lone Star Retail Partners, LLC 2005 - 2007
United Supermarkets 1989 - 2004
Arthur Andersen & Co. 1980 - 1989
Skills
20+ years experience as..., Proficient at profit..., Skilled at building and..., Experienced and..., Excellent knowledge of..., CPA with hands-on..., 8+ years of audit..., Management, Entrepreneurship, Leadership, Business Planning, Finance, Negotiation, Mergers & Acquisitions, Budgets, Real Estate, Investment Properties, First Time Home Buyers, Team Building, Marketing, Sales
Education
Texas Tech University - Rawls College of Business 1972 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Coldwell Banker Residential Brokerage January 2014 - Present
McDougal Properties April 2013 - December 2013
LKM Matador Holdings, LLC 2010 - 2013
BRUNO'S SUPERMARKETS 2007 - 2009
Lone Star Retail Partners, LLC 2005 - 2007
United Supermarkets 1989 - 2004
Arthur Andersen & Co. 1980 - 1989
Skills
20+ years experience as..., Proficient at profit..., Skilled at building and..., Experienced and..., Excellent knowledge of..., CPA with hands-on..., 8+ years of audit..., Management, Entrepreneurship, Leadership, Business Planning, Finance, Negotiation, Mergers & Acquisitions, Budgets, Real Estate, Investment Properties, First Time Home Buyers, Team Building, Marketing, Sales
Education
Texas Tech University - Rawls College of Business 1972 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Dana Wright's Arthur Andersen & Co. Experience January 1997 - May 2002
Job Investor | Adviser | Executive
Industry Venture Capital & Private Equity
Experience
MATH Venture Partners April 2015 - Present
Golden Seeds October 2014 - Present
Lena Street August 2014 - Present
Gavilon Group, LLC May 2008 - July 2014
Hewitt Associates September 2006 - April 2008
ConAgra Foods May 2005 - August 2006
American Century Investments September 2003 - May 2005
Clark Consulting (Pearl Meyer & Partners) May 2002 - September 2003
Arthur Andersen & Co. January 1997 - May 2002
Skills
Early-Stage Investing, Venture Capital, Private Equity, Strategy, Corporate Development, Mergers & Acquisitions, Business Development, Management, Integration, Due Diligence, Finance, Financial Analysis, Financial Modeling, Compensation, Tax
Education
University of Kansas - Graduate School of Business 1995 — 1996
MS, Accounting and Information Systems
The University of Kansas 1991 — 1995
BS, Accounting & Business Administration
MATH Venture Partners April 2015 - Present
Golden Seeds October 2014 - Present
Lena Street August 2014 - Present
Gavilon Group, LLC May 2008 - July 2014
Hewitt Associates September 2006 - April 2008
ConAgra Foods May 2005 - August 2006
American Century Investments September 2003 - May 2005
Clark Consulting (Pearl Meyer & Partners) May 2002 - September 2003
Arthur Andersen & Co. January 1997 - May 2002
Skills
Early-Stage Investing, Venture Capital, Private Equity, Strategy, Corporate Development, Mergers & Acquisitions, Business Development, Management, Integration, Due Diligence, Finance, Financial Analysis, Financial Modeling, Compensation, Tax
Education
University of Kansas - Graduate School of Business 1995 — 1996
MS, Accounting and Information Systems
The University of Kansas 1991 — 1995
BS, Accounting & Business Administration
Alan Bambeck Alan Bambeck's Arthur Andersen & Co. Experience September 1994 - June 1998
Job Owner at Bambeck & Associates LLC
Industry Accounting
Experience
Bambeck & Associates LLC July 1998 - Present
NDB Accountants and Consultants LLP 2008 - Present
Arthur Andersen & Co. September 1994 - June 1998
Skills
Auditing, Accounting, Financial Reporting, GAAP, Financial Analysis, Due Diligence, Tax Preparation, Corporate Tax, CPA, Forensic Accounting
Education
The Ohio State University 1989 — 1993
BSBA, Accounting
Bambeck & Associates LLC July 1998 - Present
NDB Accountants and Consultants LLP 2008 - Present
Arthur Andersen & Co. September 1994 - June 1998
Skills
Auditing, Accounting, Financial Reporting, GAAP, Financial Analysis, Due Diligence, Tax Preparation, Corporate Tax, CPA, Forensic Accounting
Education
The Ohio State University 1989 — 1993
BSBA, Accounting
Raj Kanuru Raj Kanuru's Arthur Andersen & Co. Experience June 1997 - August 2000
Job Senior Vice President, General Counsel & Secretary at Generac Power Systems
Industry Electrical/Electronic Manufacturing
Experience
Generac Power Systems December 2014 - Present
Generac Power Systems June 2013 - November 2014
Progress Rail Services November 2009 - May 2013
Progress Rail Services December 2006 - November 2009
Caterpillar Financial June 2004 - December 2006
Caterpillar Inc. September 2000 - June 2004
Arthur Andersen & Co. June 1997 - August 2000
Education
The University of Alabama School of Law 1994 — 1997
J.D.
Generac Power Systems December 2014 - Present
Generac Power Systems June 2013 - November 2014
Progress Rail Services November 2009 - May 2013
Progress Rail Services December 2006 - November 2009
Caterpillar Financial June 2004 - December 2006
Caterpillar Inc. September 2000 - June 2004
Arthur Andersen & Co. June 1997 - August 2000
Education
The University of Alabama School of Law 1994 — 1997
J.D.
Carol Chamberlin Carol Chamberlin's Arthur Andersen & Co. Experience 1982 - 1985
Job Managing Director, BEPS / Transfer Pricing Division at Orbitax
Industry Information Technology and Services
Experience
Orbitax June 2015 - Present
Moss Adams LLP January 2015 - June 2015
Fortisure Consulting L.P. May 2013 - December 2014
Accenture 2001 - May 2013
Moodys Risk Management Services 1994 - 2000
GE Capital - Polaris Aircraft Leasing 1987 - 1994
Lehndorff USA Group 1985 - 1986
Arthur Andersen & Co. 1982 - 1985
Skills
US GAAP, Tax, CPA, Transfer Pricing, Capital Markets, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Financial Reporting, Accounting, International Tax, Income Tax, Financial Analysis, Due Diligence, Revenue Recognition, Managerial Finance, Financial Audits, Auditing, Financial Modeling, Sarbanes-Oxley, Corporate Finance, Financial Risk, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Accounting
Orbitax June 2015 - Present
Moss Adams LLP January 2015 - June 2015
Fortisure Consulting L.P. May 2013 - December 2014
Accenture 2001 - May 2013
Moodys Risk Management Services 1994 - 2000
GE Capital - Polaris Aircraft Leasing 1987 - 1994
Lehndorff USA Group 1985 - 1986
Arthur Andersen & Co. 1982 - 1985
Skills
US GAAP, Tax, CPA, Transfer Pricing, Capital Markets, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Financial Reporting, Accounting, International Tax, Income Tax, Financial Analysis, Due Diligence, Revenue Recognition, Managerial Finance, Financial Audits, Auditing, Financial Modeling, Sarbanes-Oxley, Corporate Finance, Financial Risk, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Accounting
Melanie Sussman Glick's Arthur Andersen & Co. Experience January 1999 - 2001
Job National Sales Executive at Carevive Systems
Industry Hospital & Health Care
Experience
Carevive Systems June 2015 - Present
Evariant May 2014 - April 2015
Healthgrades March 2013 - May 2014
Emmi Solutions November 2009 - March 2013
Home Medical of America 2001 - 2005
Arthur Andersen & Co. January 1999 - 2001
Skills
Healthcare, CRM, Leadership, Project Management, Business Development, Management, Strategy, Hospitals, Sales, Healthcare Information..., Process Improvement, Healthcare Consulting, Strategic Planning, Enterprise Software, Contract Negotiation, Account Management, Performance Management, Digital Marketing, Revenue Cycle Management, Pharmaceutical Sales, Software Implementation, Cross-functional Team..., Salesforce.com, Client Success
Education
The University of Georgia
BAJ Journalism and Marketing
Carevive Systems June 2015 - Present
Evariant May 2014 - April 2015
Healthgrades March 2013 - May 2014
Emmi Solutions November 2009 - March 2013
Home Medical of America 2001 - 2005
Arthur Andersen & Co. January 1999 - 2001
Skills
Healthcare, CRM, Leadership, Project Management, Business Development, Management, Strategy, Hospitals, Sales, Healthcare Information..., Process Improvement, Healthcare Consulting, Strategic Planning, Enterprise Software, Contract Negotiation, Account Management, Performance Management, Digital Marketing, Revenue Cycle Management, Pharmaceutical Sales, Software Implementation, Cross-functional Team..., Salesforce.com, Client Success
Education
The University of Georgia
BAJ Journalism and Marketing
Bill Crump Bill Crump's Arthur Andersen & Co. Experience 1972 - 1981
Job Owner, JiDu De ShenTi
Industry Ranching
Experience
JiDu De ShenTi 2004 - Present
Arthur Andersen & Co. 1972 - 1981
Skills
Small Business, Horses, Entrepreneurship, Farms, Strategic Planning, Marketing Strategy, Public Speaking, Social Media, Agriculture, Equestrian, Start-ups, Coaching
Education
The University of New Mexico - Robert O. Anderson School of Management 1970 — 1972
Bachelor of Business Administration (BBA), Accounting
Memorial High School, Houston, TX 1962 — 1963
JiDu De ShenTi 2004 - Present
Arthur Andersen & Co. 1972 - 1981
Skills
Small Business, Horses, Entrepreneurship, Farms, Strategic Planning, Marketing Strategy, Public Speaking, Social Media, Agriculture, Equestrian, Start-ups, Coaching
Education
The University of New Mexico - Robert O. Anderson School of Management 1970 — 1972
Bachelor of Business Administration (BBA), Accounting
Memorial High School, Houston, TX 1962 — 1963
Rob Gottschalk Rob Gottschalk's Arthur Andersen & Co. Experience July 1997 - July 1998
Job CEO, SaaS Consulting Group
Industry Information Technology and Services
Experience
SaaS Consulting Group May 2011 - Present
SolarWinds October 2009 - May 2011
SolarWinds June 2007 - September 2009
SolarWinds October 2006 - May 2007
SAS July 2005 - September 2006
Oracle October 1998 - July 2005
Arthur Andersen & Co. July 1997 - July 1998
Dallas Cowboys July 1996 - July 1997
Arthur Andersen & Co. July 1994 - June 1996
Skills
Salesforce.com, NetSuite, Cloud Computing, SaaS, Business Advisory, CRM, ERP, Business Process, Sales Process, Software Sales, Direct Sales, Solution Selling, Consultative Selling, Pre-sales, Sales Operations, Accounting, Business Intelligence, Professional Services, Enterprise Software, Customer Relations, Start-ups, IPO, Demand Generation, Lead Generation, Software Industry, Strategic Partnerships, Partner Management, Business Alliances, Process Improvement, Customer Service, Channel, Go-to-market Strategy, Management, Selling, Sales Enablement
Education
Texas A&M University 1990 — 1994
Bachelor of Business Administration, Accounting
SaaS Consulting Group May 2011 - Present
SolarWinds October 2009 - May 2011
SolarWinds June 2007 - September 2009
SolarWinds October 2006 - May 2007
SAS July 2005 - September 2006
Oracle October 1998 - July 2005
Arthur Andersen & Co. July 1997 - July 1998
Dallas Cowboys July 1996 - July 1997
Arthur Andersen & Co. July 1994 - June 1996
Skills
Salesforce.com, NetSuite, Cloud Computing, SaaS, Business Advisory, CRM, ERP, Business Process, Sales Process, Software Sales, Direct Sales, Solution Selling, Consultative Selling, Pre-sales, Sales Operations, Accounting, Business Intelligence, Professional Services, Enterprise Software, Customer Relations, Start-ups, IPO, Demand Generation, Lead Generation, Software Industry, Strategic Partnerships, Partner Management, Business Alliances, Process Improvement, Customer Service, Channel, Go-to-market Strategy, Management, Selling, Sales Enablement
Education
Texas A&M University 1990 — 1994
Bachelor of Business Administration, Accounting
Jerry Perkins Jerry Perkins's Arthur Andersen & Co. Experience September 1991 - August 1994
Job Assistant General Counsel and Corporate Secretary at Vulcan Materials Company
Industry Mining & Metals
Experience
Vulcan Materials Company January 2002 - Present
Burr & Forman LLP September 1997 - December 2001
Arthur Andersen & Co. September 1991 - August 1994
Skills
Corporate Law, Securities, Corporate Governance, SEC reporting, FCPA, Mergers, SEC filings, Mergers & Acquisitions, Legal Compliance, Contract Negotiation, Acquisitions, Due Diligence, Joint Ventures, Securities Regulation
Education
The University of Alabama School of Law 1994 — 1997
Juris Doctorate, Law
University of Alabama 1987 — 1991
Bachelor of Science, Accounting
Vulcan Materials Company January 2002 - Present
Burr & Forman LLP September 1997 - December 2001
Arthur Andersen & Co. September 1991 - August 1994
Skills
Corporate Law, Securities, Corporate Governance, SEC reporting, FCPA, Mergers, SEC filings, Mergers & Acquisitions, Legal Compliance, Contract Negotiation, Acquisitions, Due Diligence, Joint Ventures, Securities Regulation
Education
The University of Alabama School of Law 1994 — 1997
Juris Doctorate, Law
University of Alabama 1987 — 1991
Bachelor of Science, Accounting
Ronda Holladay's Arthur Andersen & Co. Experience August 1993 - January 2000
Job Neuroscience Account Manager at Otsuka America Pharmaceuticals
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
Pfizer January 2001 - December 2012
Wyeth Pharmaceuticals January 2002 - September 2011
Altra Energy Technologies January 2000 - January 2002
Arthur Andersen & Co. August 1993 - January 2000
Skills
Psychiatry, Pharmaceutical Sales, Neurology, Managed Care, OB/GYN, Pharmaceutical Industry, Sales Effectiveness, Business Development, Selling Skills, Pain Management, Product Launch
Education
Texas A&M University 1990 — 1993
BBA, Accounting
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
Pfizer January 2001 - December 2012
Wyeth Pharmaceuticals January 2002 - September 2011
Altra Energy Technologies January 2000 - January 2002
Arthur Andersen & Co. August 1993 - January 2000
Skills
Psychiatry, Pharmaceutical Sales, Neurology, Managed Care, OB/GYN, Pharmaceutical Industry, Sales Effectiveness, Business Development, Selling Skills, Pain Management, Product Launch
Education
Texas A&M University 1990 — 1993
BBA, Accounting
Shelley (Klee) Finn Shelley (Klee) Finn's Arthur Andersen & Co. Experience August 1988 - July 1995
Job Director Accounting Policy at Xerox
Industry Information Technology and Services
Experience
Xerox Business Services June 2007 - Present
Accenture March 2004 - June 2007
Electronic Data Systems July 1995 - March 2004
Arthur Andersen & Co. August 1988 - July 1995
Skills
US GAAP, Revenue Recognition, Policy Development, Auditing, Finance, Management, Business Process..., Financial Analysis, Financial Reporting, Public Speaking, Training Delivery, Employee Training, Business Process
Education
Texas Tech University - Rawls College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), M.B.A. - Accounting
Xerox Business Services June 2007 - Present
Accenture March 2004 - June 2007
Electronic Data Systems July 1995 - March 2004
Arthur Andersen & Co. August 1988 - July 1995
Skills
US GAAP, Revenue Recognition, Policy Development, Auditing, Finance, Management, Business Process..., Financial Analysis, Financial Reporting, Public Speaking, Training Delivery, Employee Training, Business Process
Education
Texas Tech University - Rawls College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), M.B.A. - Accounting
Michael DesRoches Michael DesRoches's Arthur Andersen & Co. Experience September 1985 - January 1991
Job Director of Finance and Administration at Hartford Parking Authority
Industry Government Administration
Experience
Hartford Parking Authority March 2014 - Present
Michael R. DesRoches, CPA, LLC 1991 - December 2014
Arthur Andersen & Co. September 1985 - January 1991
Education
The University of Connecticut School of Business 1981 — 1985
BS, Accounting
Wethersfield High School, Wethersfield, CT 1978 — 1981
Hartford Parking Authority March 2014 - Present
Michael R. DesRoches, CPA, LLC 1991 - December 2014
Arthur Andersen & Co. September 1985 - January 1991
Education
The University of Connecticut School of Business 1981 — 1985
BS, Accounting
Wethersfield High School, Wethersfield, CT 1978 — 1981
Patrick Lentz's Arthur Andersen & Co. Experience September 1993 - September 1998
Job Experienced Financial Professional
Industry Information Technology and Services
Experience
Lentz January 2012 - Present
CentriLogic October 2012 - Present
RBC Capital Markets RBC Daniels October 2000 - October 2011
Arthur Andersen & Co. September 1993 - September 1998
Skills
Mergers, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Equities, Financial Analysis, Asset Managment, M&A experience, Due Diligence, Divestitures, Entrepreneurship, Capital Markets, Business Development, Financial Structuring, Mergers & Acquisitions, Finance, Strategic Partnerships, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1989 — 1993
B.A., Economics
St. John's High School 1985 — 1989
Lentz January 2012 - Present
CentriLogic October 2012 - Present
RBC Capital Markets RBC Daniels October 2000 - October 2011
Arthur Andersen & Co. September 1993 - September 1998
Skills
Mergers, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Equities, Financial Analysis, Asset Managment, M&A experience, Due Diligence, Divestitures, Entrepreneurship, Capital Markets, Business Development, Financial Structuring, Mergers & Acquisitions, Finance, Strategic Partnerships, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1989 — 1993
B.A., Economics
St. John's High School 1985 — 1989
David L. Beal, MAI's Arthur Andersen & Co. Experience 1988 - 1989
Job Owner, Beal Consulting Group, Inc., Real Estate Consultant
Industry Real Estate
Experience
Beal Consulting Group, Inc. March 1989 - Present
Arthur Andersen & Co. 1988 - 1989
Laventhol and Horwath 1987 - 1988
Skills
Market Value Real..., Student Housing, Multi-family, Market,..., Subdivisions, Land Appraisal, Industrial - ..., Retail - Shopping..., Office Property of all..., Litigation Support, Expert Witness, Land Use Planning, Market Feasibility..., Financial Feasibility -..., Property Tax Analysis, Property Tax Arbitration, Financial Institution..., Community Bank..., Own/Rent Financial..., Investors, Appraisals, Contract Negotiation, Real Estate, Valuation, Foreclosures, Retail, Apartments, Shopping Centers, Investment Properties
Education
The University of Georgia 1975 — 1980
Bachelor of Business Administration (BBA), Real Estate and Urban Development
Beal Consulting Group, Inc. March 1989 - Present
Arthur Andersen & Co. 1988 - 1989
Laventhol and Horwath 1987 - 1988
Skills
Market Value Real..., Student Housing, Multi-family, Market,..., Subdivisions, Land Appraisal, Industrial - ..., Retail - Shopping..., Office Property of all..., Litigation Support, Expert Witness, Land Use Planning, Market Feasibility..., Financial Feasibility -..., Property Tax Analysis, Property Tax Arbitration, Financial Institution..., Community Bank..., Own/Rent Financial..., Investors, Appraisals, Contract Negotiation, Real Estate, Valuation, Foreclosures, Retail, Apartments, Shopping Centers, Investment Properties
Education
The University of Georgia 1975 — 1980
Bachelor of Business Administration (BBA), Real Estate and Urban Development
Omar Meza, CPA's Arthur Andersen & Co. Experience 1996 - 1999
Job Finance Manager at CBRE
Industry Real Estate
Experience
CBRE June 2015 - Present
CBRE February 2008 - Present
Southwest Airlines 2004 - 2007
Southwest Airlines 2001 - 2004
American Airlines 1999 - 2001
Arthur Andersen & Co. 1996 - 1999
Skills
PeopleSoft, Access, Microsoft Excel, PowerPoint, Microsoft Word, Hyperion Planning, Spanish, Financial Analysis, Forecasting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, GAAP, Internal Controls, Budgets, SAP, Variance Analysis, Finance, General Ledger
Education
Texas A&M University - Mays Business School 1995 — 1996
Master of Science, Accounting
Texas A&M University - Mays Business School 1991 — 1995
Bachelor of Business Administration, Accounting
Newman Smith High School 1987 — 1991
CBRE June 2015 - Present
CBRE February 2008 - Present
Southwest Airlines 2004 - 2007
Southwest Airlines 2001 - 2004
American Airlines 1999 - 2001
Arthur Andersen & Co. 1996 - 1999
Skills
PeopleSoft, Access, Microsoft Excel, PowerPoint, Microsoft Word, Hyperion Planning, Spanish, Financial Analysis, Forecasting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, GAAP, Internal Controls, Budgets, SAP, Variance Analysis, Finance, General Ledger
Education
Texas A&M University - Mays Business School 1995 — 1996
Master of Science, Accounting
Texas A&M University - Mays Business School 1991 — 1995
Bachelor of Business Administration, Accounting
Newman Smith High School 1987 — 1991
Mary Ellen Leonard's Arthur Andersen & Co. Experience May 1986 - June 1991
Job Chief Financial Officer at Grub Burger Bar
Industry Accounting
Experience
Grub Burger Bar June 2014 - Present
Stevens & Matthews, LLP January 2010 - May 2014
Mary Ellen Leonard, CPA January 2000 - May 2014
Space City Futbol Club 2005 - 2010
Accenture 1994 - 2000
Devereux June 1992 - June 1994
Tenneco Gas Pipeline Co June 1991 - May 1992
Arthur Andersen & Co. May 1986 - June 1991
Skills
Financial Reporting, Audit, Accounting, Management Consulting, Small Business, Quickbooks, Business Advisory, Financial Management, Non-profits
Education
Texas A&M University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Grub Burger Bar June 2014 - Present
Stevens & Matthews, LLP January 2010 - May 2014
Mary Ellen Leonard, CPA January 2000 - May 2014
Space City Futbol Club 2005 - 2010
Accenture 1994 - 2000
Devereux June 1992 - June 1994
Tenneco Gas Pipeline Co June 1991 - May 1992
Arthur Andersen & Co. May 1986 - June 1991
Skills
Financial Reporting, Audit, Accounting, Management Consulting, Small Business, Quickbooks, Business Advisory, Financial Management, Non-profits
Education
Texas A&M University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Patti Steelman's Arthur Andersen & Co. Experience 1988 - 1991
Job VP at Fort Worth Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Fort Worth Chamber of Commerce September 2000 - Present
Arthur Andersen & Co. 1988 - 1991
Skills
Public Relations, Non-profits
Education
Texas Christian University - M.J. Neeley School of Business
Fort Worth Chamber of Commerce September 2000 - Present
Arthur Andersen & Co. 1988 - 1991
Skills
Public Relations, Non-profits
Education
Texas Christian University - M.J. Neeley School of Business
Gayle Greenberg Slonim's Arthur Andersen & Co. Experience August 1995 - July 1998
Job Marketing and Brand Development/ Brand Strategy
Industry Marketing and Advertising
Experience
Sally Hershberger Professional Haircare January 2013 - July 2014
Rita Hazan Products November 2011 - December 2012
Bath & Body Works February 2009 - November 2011
L'Oréal April 2001 - June 2007
Kraft Foods Group August 2000 - April 2001
Arthur Andersen & Co. August 1995 - July 1998
Skills
Brand Development, Marketing, Marketing Strategy, Digital Strategy, Brand Management, Brand Equity Development, Social Media Marketing, Advertising, Product Development, Product Marketing, Product Strategy, Assortment Development
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Entrepreneurship, and Finance
The University of Texas at Austin 1991 — 1995
BBA, Honors Business Program
Sally Hershberger Professional Haircare January 2013 - July 2014
Rita Hazan Products November 2011 - December 2012
Bath & Body Works February 2009 - November 2011
L'Oréal April 2001 - June 2007
Kraft Foods Group August 2000 - April 2001
Arthur Andersen & Co. August 1995 - July 1998
Skills
Brand Development, Marketing, Marketing Strategy, Digital Strategy, Brand Management, Brand Equity Development, Social Media Marketing, Advertising, Product Development, Product Marketing, Product Strategy, Assortment Development
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Entrepreneurship, and Finance
The University of Texas at Austin 1991 — 1995
BBA, Honors Business Program
Jeffrey Berk's Arthur Andersen & Co. Experience May 1993 - June 1996
Job President and Chief Operating Officer at ClientLoyalty
Industry Computer Software
Experience
ClientLoyalty September 2015 - Present
processpractices January 2004 - Present
Loyola University August 2001 - Present
dscout mobile research September 2014 - September 2015
KnowledgeAdvisors, a CEB Company March 2014 - December 2014
KnowledgeAdvisors February 2001 - March 2014
Arthur Andersen Business Consulting June 1996 - February 2001
Arthur Andersen & Co. May 1993 - June 1996
Skills
Public Speaking, CRM, Business Process..., Process Improvement, Leadership, Business Process, Training, Management, Performance Management, Talent Management, Human Resources, E-Learning, Leadership Development, Performance Improvement, Instructional Design, Big Data, Supply Chain, Organizational..., Change Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Entrepreneurship
University of Kansas 1989 — 1993
Bachelor's Degree, Business and Accounting, 3.96
ClientLoyalty September 2015 - Present
processpractices January 2004 - Present
Loyola University August 2001 - Present
dscout mobile research September 2014 - September 2015
KnowledgeAdvisors, a CEB Company March 2014 - December 2014
KnowledgeAdvisors February 2001 - March 2014
Arthur Andersen Business Consulting June 1996 - February 2001
Arthur Andersen & Co. May 1993 - June 1996
Skills
Public Speaking, CRM, Business Process..., Process Improvement, Leadership, Business Process, Training, Management, Performance Management, Talent Management, Human Resources, E-Learning, Leadership Development, Performance Improvement, Instructional Design, Big Data, Supply Chain, Organizational..., Change Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Entrepreneurship
University of Kansas 1989 — 1993
Bachelor's Degree, Business and Accounting, 3.96
Lee Behar's Arthur Andersen & Co. Experience September 1989 - July 1994
Job Strategy Director at The Maclellan Foundation
Industry Philanthropy
Experience
The Maclellan Foundation May 2006 - Present
Generous Giving February 2011 - December 2014
Perimeter Church August 1994 - May 2006
Arthur Andersen & Co. September 1989 - July 1994
Skills
Nonprofits, Leadership Development, Strategy, Strategic Planning, Leadership, Grants, Fundraising, Volunteer Management, Philanthropy, Program Development, Stewardship, Marketing, Grant Writing, Entrepreneurship, Business Strategy, Strategic Communications, Organizational..., Team Building, Non-profit..., Non-profit Leadership, Non-profit Fund..., Non-profit Consulting, Non-profit Program..., Investment Management
Education
Center for Creative Leadership 2012 — 2012
Executive Education
The University of Chicago Booth School of Business 2011 — 2011
High Performance Leadership, Executive Education
Texas Christian University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
The Maclellan Foundation May 2006 - Present
Generous Giving February 2011 - December 2014
Perimeter Church August 1994 - May 2006
Arthur Andersen & Co. September 1989 - July 1994
Skills
Nonprofits, Leadership Development, Strategy, Strategic Planning, Leadership, Grants, Fundraising, Volunteer Management, Philanthropy, Program Development, Stewardship, Marketing, Grant Writing, Entrepreneurship, Business Strategy, Strategic Communications, Organizational..., Team Building, Non-profit..., Non-profit Leadership, Non-profit Fund..., Non-profit Consulting, Non-profit Program..., Investment Management
Education
Center for Creative Leadership 2012 — 2012
Executive Education
The University of Chicago Booth School of Business 2011 — 2011
High Performance Leadership, Executive Education
Texas Christian University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Linda Paige's Arthur Andersen & Co. Experience June 1981 - September 1983
Job IT Management Consultant
Industry Information Technology and Services
Experience
GlobalNet Services, Inc. July 2012 - Present
Fannie Mae July 1990 - April 2012
National Rural Electric Cooperative Association August 1987 - July 1990
Norrell Corporation February 1985 - May 1987
Days Inns of America, Inc September 1983 - February 1985
Arthur Andersen & Co. June 1981 - September 1983
Skills
IT Service Management, ITIL, Configuration Management, IT Transformation, IT Strategy, IT Management, SDLC, IT Outsourcing, Business Continuity, Vendor Management, Disaster Recovery, Program Management, Project Management, Software Quality..., Application Lifecycle..., Applications Software..., Automated Software..., Budget Process, IT Governan, Governance, Enterprise Architecture
Education
The University of Georgia 1979 — 1981
MPA, Publc Administration
University of South Carolina-Columbia 1975 — 1979
Bachelor of Arts (B.A.), Govt and International Studies
The George Washington University - School of Business
MS, Business Info Systems
GlobalNet Services, Inc. July 2012 - Present
Fannie Mae July 1990 - April 2012
National Rural Electric Cooperative Association August 1987 - July 1990
Norrell Corporation February 1985 - May 1987
Days Inns of America, Inc September 1983 - February 1985
Arthur Andersen & Co. June 1981 - September 1983
Skills
IT Service Management, ITIL, Configuration Management, IT Transformation, IT Strategy, IT Management, SDLC, IT Outsourcing, Business Continuity, Vendor Management, Disaster Recovery, Program Management, Project Management, Software Quality..., Application Lifecycle..., Applications Software..., Automated Software..., Budget Process, IT Governan, Governance, Enterprise Architecture
Education
The University of Georgia 1979 — 1981
MPA, Publc Administration
University of South Carolina-Columbia 1975 — 1979
Bachelor of Arts (B.A.), Govt and International Studies
The George Washington University - School of Business
MS, Business Info Systems
Tom Thiry's Arthur Andersen & Co. Experience 1975 - 1980
Job CFO at Dave's Supermarkets
Industry Supermarkets
Experience
The Ohio State Alumni Association of Greater Cleveland February 2012 - Present
Dave's Supermarkets March 1998 - Present
Finast Supermarkets 1980 - 1996
Arthur Andersen & Co. 1975 - 1980
Skills
Inventory Management, Budgets, Merchandising, Microsoft Excel, Financial Reporting, P&L Management, Forecasting, P&L, Customer Service, Income Statement, Management, Retail, Financial Analysis, Sales, Strategic Planning, Grocery, Leadership
Education
The Ohio State University 1971 — 1975
BSBA, Accounting
The Ohio State Alumni Association of Greater Cleveland February 2012 - Present
Dave's Supermarkets March 1998 - Present
Finast Supermarkets 1980 - 1996
Arthur Andersen & Co. 1975 - 1980
Skills
Inventory Management, Budgets, Merchandising, Microsoft Excel, Financial Reporting, P&L Management, Forecasting, P&L, Customer Service, Income Statement, Management, Retail, Financial Analysis, Sales, Strategic Planning, Grocery, Leadership
Education
The Ohio State University 1971 — 1975
BSBA, Accounting
Cynthia Chung's Arthur Andersen & Co. Experience July 1996 - September 1999
Job Vice President, Audit Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2013 - August 2014
Northern Trust Corporation September 2009 - June 2013
Bank of America September 2005 - September 2009
Kraft Foods Group November 2004 - July 2005
Chicago Board Options Exchange July 2002 - October 2004
Heller Financial November 2000 - April 2002
AMLI Residential October 1999 - October 2000
Arthur Andersen & Co. July 1996 - September 1999
Skills
Internal Audit, Auditing, Finance, Business Analysis, Business Process, Financial Analysis, Risk Management, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Operational Risk..., Accounting, Operational Risk, Credit Risk, IT Audit, Banking, Financial Services
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Economics & Entrepreneurship, 3.83/4.0
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting, 5.0/5.0
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2013 - August 2014
Northern Trust Corporation September 2009 - June 2013
Bank of America September 2005 - September 2009
Kraft Foods Group November 2004 - July 2005
Chicago Board Options Exchange July 2002 - October 2004
Heller Financial November 2000 - April 2002
AMLI Residential October 1999 - October 2000
Arthur Andersen & Co. July 1996 - September 1999
Skills
Internal Audit, Auditing, Finance, Business Analysis, Business Process, Financial Analysis, Risk Management, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Operational Risk..., Accounting, Operational Risk, Credit Risk, IT Audit, Banking, Financial Services
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Economics & Entrepreneurship, 3.83/4.0
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting, 5.0/5.0
David Graff's Arthur Andersen & Co. Experience 1978 - 1987
Job Executive Director, Corp Dev at Deluxe
Industry Executive Office
Experience
Deluxe Corporation 1999 - Present
Colwell Industries 1989 - 1999
Ecolab Inc. 1987 - 1989
Arthur Andersen & Co. 1978 - 1987
Skills
Strategy, Management, Contract Negotiation, Mergers, Finance, Mergers & Acquisitions, Leadership, Corporate Development, Business Development, Investments, Competitive Analysis, Strategic Planning, Executive Management, Start-ups, Entrepreneurship, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Accounting and Finance
University of St. Thomas 1975 — 1978
BA, Accounting/Business
Deluxe Corporation 1999 - Present
Colwell Industries 1989 - 1999
Ecolab Inc. 1987 - 1989
Arthur Andersen & Co. 1978 - 1987
Skills
Strategy, Management, Contract Negotiation, Mergers, Finance, Mergers & Acquisitions, Leadership, Corporate Development, Business Development, Investments, Competitive Analysis, Strategic Planning, Executive Management, Start-ups, Entrepreneurship, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Accounting and Finance
University of St. Thomas 1975 — 1978
BA, Accounting/Business
Tracy Tombari's Arthur Andersen & Co. Experience January 2001 - March 2001
Job Vice President at CBRE
Industry Financial Services
Experience
CBRE April 2007 - Present
Dell Inc. 2003 - 2007
Arthur Andersen & Co. January 2001 - March 2001
Skills
Financial Modeling, Valuation, Project Management, Due Diligence, Forecasting, Finance, Analysis, Process Improvement, Corporate Finance, Financial Reporting
Education
Texas A&M University - Mays Business School 1998 — 2003
BBA, Accounting
Texas A&M University - Mays Business School
Master of Science, Financial Management
Kingwood High School
CBRE April 2007 - Present
Dell Inc. 2003 - 2007
Arthur Andersen & Co. January 2001 - March 2001
Skills
Financial Modeling, Valuation, Project Management, Due Diligence, Forecasting, Finance, Analysis, Process Improvement, Corporate Finance, Financial Reporting
Education
Texas A&M University - Mays Business School 1998 — 2003
BBA, Accounting
Texas A&M University - Mays Business School
Master of Science, Financial Management
Kingwood High School
Ray Yoder's Arthur Andersen & Co. Experience June 1972 - August 1975
Job OwnerRayCal Management (Financial and Marketing Services) Adjunct Professor at The University of Akron
Industry Management Consulting
Experience
RayCal Management April 1996 - Present
InterContinental Sports Marketing, LLC June 2013 - Present
Western DataCom (RayCal client) January 2004 - January 2012
IMG 1985 - 1996
BFGoodrich 1980 - 1985
Diamond Shamrock Corporation 1977 - 1980
Arthur Andersen & Co. June 1972 - August 1975
Skills
Strategic Planning, Microsoft Office, Budgeting, Sales Management, Negotiation, Bank Relations, SourcingCapital, Budgets, Business Strategy, Marketing, Leadership, Competitive Analysis, Banking, Team Leadership, Finance, Project Planning, Financial Analysis, Business Planning, Start-ups, Mergers & Acquisitions, Management, Management Consulting, Forecasting, Strategy, Project Management, Outsourcing
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Management
Wittenberg University 1968 — 1972
.AB cum laude, Business Admin/Accounting/Economics
RayCal Management April 1996 - Present
InterContinental Sports Marketing, LLC June 2013 - Present
Western DataCom (RayCal client) January 2004 - January 2012
IMG 1985 - 1996
BFGoodrich 1980 - 1985
Diamond Shamrock Corporation 1977 - 1980
Arthur Andersen & Co. June 1972 - August 1975
Skills
Strategic Planning, Microsoft Office, Budgeting, Sales Management, Negotiation, Bank Relations, SourcingCapital, Budgets, Business Strategy, Marketing, Leadership, Competitive Analysis, Banking, Team Leadership, Finance, Project Planning, Financial Analysis, Business Planning, Start-ups, Mergers & Acquisitions, Management, Management Consulting, Forecasting, Strategy, Project Management, Outsourcing
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Management
Wittenberg University 1968 — 1972
.AB cum laude, Business Admin/Accounting/Economics
Margaret Funderberg's Arthur Andersen & Co. Experience July 1983 - July 1987
Job Managing Member at Springfield Financial Group, LLC
Industry Financial Services
Experience
Springfield Financial Group, LLC June 2005 - Present
Deloitte March 2005 - September 2009
First Heights Bank, fsb April 1988 - October 1995
University Savings Association August 1987 - April 1989
Arthur Andersen & Co. July 1983 - July 1987
Education
University of Houston Law Center 1988 — 1992
JD
Texas A&M University 1980 — 1983
BBA, Accounting
Springfield Financial Group, LLC June 2005 - Present
Deloitte March 2005 - September 2009
First Heights Bank, fsb April 1988 - October 1995
University Savings Association August 1987 - April 1989
Arthur Andersen & Co. July 1983 - July 1987
Education
University of Houston Law Center 1988 — 1992
JD
Texas A&M University 1980 — 1983
BBA, Accounting
Michele Nunemacher's Arthur Andersen & Co. Experience July 1988 - July 2002
Job ManagementStrategic Implementer
Industry Nonprofit Organization Management
Experience
Self-employed October 2013 - Present
Lazarus House July 2002 - October 2013
Arthur Andersen & Co. July 1988 - July 2002
Skills
Facilitation, Process Improvement, Communication, Strategic Planning, Finance, Nonprofit business..., Community Outreach, Leadership, Public Speaking, Nonprofits, Project Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
Valparaiso University
Bachelor's Degree, Accounting and Humanities/English, Summa Cum Laude
Self-employed October 2013 - Present
Lazarus House July 2002 - October 2013
Arthur Andersen & Co. July 1988 - July 2002
Skills
Facilitation, Process Improvement, Communication, Strategic Planning, Finance, Nonprofit business..., Community Outreach, Leadership, Public Speaking, Nonprofits, Project Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
Valparaiso University
Bachelor's Degree, Accounting and Humanities/English, Summa Cum Laude
Jodi Eramo's Arthur Andersen & Co. Experience September 1989 - December 1992
Job Certified Public Accountant at Summit Financial Group, Inc.
Industry Accounting
Experience
Summit College Funding September 2010 - Present
Summit Financial Group, Inc. May 2009 - Present
Management & Accounting Professionals, Inc. May 2006 - May 2009
Bramalea California, Inc. December 1991 - December 1992
Arthur Andersen & Co. September 1989 - December 1992
Skills
Accounting, CRM, CPA, Finance, Small Business, Marketing, Risk Management, Customer Service, Management, Tax, Payroll, QuickBooks, Retirement, Strategic Planning, Leadership, Team Building, Financial Reporting, Mortgage Lending, Bookkeeping, Strategic Financial..., Financial Advisory, Financial Analysis
Education
The Ohio State University 1984 — 1989
BSBA, Accounting
Summit College Funding September 2010 - Present
Summit Financial Group, Inc. May 2009 - Present
Management & Accounting Professionals, Inc. May 2006 - May 2009
Bramalea California, Inc. December 1991 - December 1992
Arthur Andersen & Co. September 1989 - December 1992
Skills
Accounting, CRM, CPA, Finance, Small Business, Marketing, Risk Management, Customer Service, Management, Tax, Payroll, QuickBooks, Retirement, Strategic Planning, Leadership, Team Building, Financial Reporting, Mortgage Lending, Bookkeeping, Strategic Financial..., Financial Advisory, Financial Analysis
Education
The Ohio State University 1984 — 1989
BSBA, Accounting
Elizabeth Stellon's Arthur Andersen & Co. Experience August 1987 - January 1992
Job Client Services Director at Rotherwood Investments, LLC
Industry Financial Services
Experience
Rotherwood Investments, LLC April 2001 - Present
Perybell/Family Financial Strategies, LLC December 1995 - October 2000
KPMG, LLP January 1994 - December 1995
Lurie Besikof Lapidus & Company, LLP January 1993 - January 1994
Waycrosse, Inc. January 1992 - January 1993
Arthur Andersen & Co. August 1987 - January 1992
Skills
Tax, Trust Management, Estate & Gift Taxation, Team Building, Strategic Planning, Fiduciary Services, Tax-planning, Estate Planning, Wealth Management
Education
The University of North Dakota 1983 — 1987
BBA, Accounting, Communications
Rotherwood Investments, LLC April 2001 - Present
Perybell/Family Financial Strategies, LLC December 1995 - October 2000
KPMG, LLP January 1994 - December 1995
Lurie Besikof Lapidus & Company, LLP January 1993 - January 1994
Waycrosse, Inc. January 1992 - January 1993
Arthur Andersen & Co. August 1987 - January 1992
Skills
Tax, Trust Management, Estate & Gift Taxation, Team Building, Strategic Planning, Fiduciary Services, Tax-planning, Estate Planning, Wealth Management
Education
The University of North Dakota 1983 — 1987
BBA, Accounting, Communications
Robin Marrah's Arthur Andersen & Co. Experience January 1983 - July 1986
Job Operations Manager, Patriot Cruises
Industry Leisure, Travel & Tourism
Experience
Marcia W Marrah, CPA January 1989 - Present
Comsat Int'l July 1986 - October 1988
Arthur Andersen & Co. January 1983 - July 1986
Skills
Tax Preparation, Accounting, Hospitality, Budgets, Small Business, Strategic Planning
Education
The George Washington University - School of Business 1978 — 1982
BBA, Business-Accounting
Marcia W Marrah, CPA January 1989 - Present
Comsat Int'l July 1986 - October 1988
Arthur Andersen & Co. January 1983 - July 1986
Skills
Tax Preparation, Accounting, Hospitality, Budgets, Small Business, Strategic Planning
Education
The George Washington University - School of Business 1978 — 1982
BBA, Business-Accounting
Kirk Swanson's Arthur Andersen & Co. Experience August 1987 - March 1990
Job CFO at CSG Government Solutions
Industry Information Technology and Services
Experience
CSG Government Solutions November 2009 - Present
BFG Technologies, Inc. December 2005 - November 2009
Beckett Associates February 2004 - December 2005
Percipient, Inc. June 1997 - September 2003
Keebler Foods May 1995 - June 1997
Kraft Foods March 1990 - May 1995
Arthur Andersen & Co. August 1987 - March 1990
Skills
Forecasting, Accounting, Analysis, Auditing, Business Analysis, Business Process..., Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Leadership, Management, Process Improvement, Strategic Planning
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
University of Northern Iowa 1983 — 1987
BA, Accounting
CSG Government Solutions November 2009 - Present
BFG Technologies, Inc. December 2005 - November 2009
Beckett Associates February 2004 - December 2005
Percipient, Inc. June 1997 - September 2003
Keebler Foods May 1995 - June 1997
Kraft Foods March 1990 - May 1995
Arthur Andersen & Co. August 1987 - March 1990
Skills
Forecasting, Accounting, Analysis, Auditing, Business Analysis, Business Process..., Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Leadership, Management, Process Improvement, Strategic Planning
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
University of Northern Iowa 1983 — 1987
BA, Accounting
Debbie Smitty's Arthur Andersen & Co. Experience June 1987 - November 1991
Job Sr, Finance Director, Global Central Laboratories at Quintiles
Industry Hospital & Health Care
Experience
Quintiles May 2012 - Present
Outback Steakhouse International June 2007 - April 2012
The Coca-Cola Company March 2003 - June 2007
The Coca-Cola Company July 2000 - March 2003
The Coca-Cola Company February 2000 - July 2000
The Coca-Cola Company May 1997 - February 2000
The Coca-Cola Company December 1995 - May 1997
The Coca-Cola Company October 1993 - December 1995
The Coca-Cola Company November 1991 - October 1993
Arthur Andersen & Co. June 1987 - November 1991
Skills
International Finance, Strategic Planning, M&A experience, Mergers, Team Building, Performance Management, Business Systems, Accounting, Hyperion, Revenue Recognition, Financial Analysis, Management, Mergers & Acquisitions, Negotiation, Hyperion Enterprise, Budgets, Sarbanes-Oxley Act, Finance, Forecasting, Leadership, Financial Reporting, Strategy, Internal Controls, Business Planning, Auditing, P&L, Financial Planning, Executive Management
Education
The University of Georgia 1983 — 1987
BBA, Accounting
University or Geogia 1983 — 1987
Bachelor's degree, Accounting
Quintiles May 2012 - Present
Outback Steakhouse International June 2007 - April 2012
The Coca-Cola Company March 2003 - June 2007
The Coca-Cola Company July 2000 - March 2003
The Coca-Cola Company February 2000 - July 2000
The Coca-Cola Company May 1997 - February 2000
The Coca-Cola Company December 1995 - May 1997
The Coca-Cola Company October 1993 - December 1995
The Coca-Cola Company November 1991 - October 1993
Arthur Andersen & Co. June 1987 - November 1991
Skills
International Finance, Strategic Planning, M&A experience, Mergers, Team Building, Performance Management, Business Systems, Accounting, Hyperion, Revenue Recognition, Financial Analysis, Management, Mergers & Acquisitions, Negotiation, Hyperion Enterprise, Budgets, Sarbanes-Oxley Act, Finance, Forecasting, Leadership, Financial Reporting, Strategy, Internal Controls, Business Planning, Auditing, P&L, Financial Planning, Executive Management
Education
The University of Georgia 1983 — 1987
BBA, Accounting
University or Geogia 1983 — 1987
Bachelor's degree, Accounting
Janice Pinson's Arthur Andersen & Co. Experience 1987 - 1994
Job Experienced HR ConsultantRecruiting, Org Change, Coaching, Development and Talent Management
Industry Human Resources
Experience
Career Partners International KC March 2015 - Present
JP Associates 2014 - Present
Concorde Career Colleges, Inc. 2011 - 2014
Searles Valley Minerals 2009 - 2011
YRC Logistics 2004 - 2009
JP Associates 1999 - 2004
Pizza Hut 1996 - 1999
Taco Bell 1994 - 1996
Andersen Consulting 1987 - 1994
Arthur Andersen & Co. 1987 - 1994
Skills
Talent Management, Change Management, Succession Planning, Strategic Planning, Leadership Development, Training, Talent Acquisition, Consulting, Business Services, Performance Management, HR Policies, Operations Management, Human Resources, Recruiting, Employee Relations, Strategy, College Recruiting, Labor Relations, Onboarding, Personnel Management, Deferred Compensation, Leadership, Organizational..., Executive Management, Benefits Administration, Organizational..., Sourcing, Workforce Planning, Management, Employee Training, Mergers & Acquisitions, Career Development, Employee Engagement, Interviews, Management Development, Team Leadership, Team Building, Temporary Placement, Hiring, Coaching, HRIS, Organizational Design, Process Improvement, Employee Benefits, Applicant Tracking..., Executive Coaching, New Hire Orientations, Executive Search, Senior Executive..., Outplacement
Education
The University of Kansas
B.A.
University of Illinois at Urbana-Champaign
M.A.
Career Partners International KC March 2015 - Present
JP Associates 2014 - Present
Concorde Career Colleges, Inc. 2011 - 2014
Searles Valley Minerals 2009 - 2011
YRC Logistics 2004 - 2009
JP Associates 1999 - 2004
Pizza Hut 1996 - 1999
Taco Bell 1994 - 1996
Andersen Consulting 1987 - 1994
Arthur Andersen & Co. 1987 - 1994
Skills
Talent Management, Change Management, Succession Planning, Strategic Planning, Leadership Development, Training, Talent Acquisition, Consulting, Business Services, Performance Management, HR Policies, Operations Management, Human Resources, Recruiting, Employee Relations, Strategy, College Recruiting, Labor Relations, Onboarding, Personnel Management, Deferred Compensation, Leadership, Organizational..., Executive Management, Benefits Administration, Organizational..., Sourcing, Workforce Planning, Management, Employee Training, Mergers & Acquisitions, Career Development, Employee Engagement, Interviews, Management Development, Team Leadership, Team Building, Temporary Placement, Hiring, Coaching, HRIS, Organizational Design, Process Improvement, Employee Benefits, Applicant Tracking..., Executive Coaching, New Hire Orientations, Executive Search, Senior Executive..., Outplacement
Education
The University of Kansas
B.A.
University of Illinois at Urbana-Champaign
M.A.
Craig Medoff's Arthur Andersen & Co. Experience 1983 - 1985
Job Managing Director at Hercules Capital Group, LLC
Industry Oil & Energy
Experience
Hercules Capital Group International, LLC 2009 - Present
Hercules Capital Group, LLC,& Apollo Capital Group, LLC 2000 - Present
COWEN & COMPANY 1989 - 1990
Summit Capital Group 1989 - 1990
KPMG Peat Marwick M&A 1987 - 1989
Morgan Stanley 1985 - 1987
Arthur Andersen & Co. 1983 - 1985
Skills
Investment Banking, Corporate Finance, Equities, Financial Analysis, Business Planning, Private Placements, Equity Valuation, Venture Capital, Private Equity, Corporate Development, IPO, Mergers & Acquisitions, Investments, Valuation, Start-ups, Due Diligence, Trading, Project Finance, Portfolio Management, Funding, Investor Relations, Asset Management, Derivatives, Alternative Investments, Capital Markets, Equity Research, Fixed Income, Finance, Acquisitions, Capital
Education
The George Washington University - School of Business 1979 — 1983
BBA, Accounting & Finance
New York University, Stern School of Business
Hercules Capital Group International, LLC 2009 - Present
Hercules Capital Group, LLC,& Apollo Capital Group, LLC 2000 - Present
COWEN & COMPANY 1989 - 1990
Summit Capital Group 1989 - 1990
KPMG Peat Marwick M&A 1987 - 1989
Morgan Stanley 1985 - 1987
Arthur Andersen & Co. 1983 - 1985
Skills
Investment Banking, Corporate Finance, Equities, Financial Analysis, Business Planning, Private Placements, Equity Valuation, Venture Capital, Private Equity, Corporate Development, IPO, Mergers & Acquisitions, Investments, Valuation, Start-ups, Due Diligence, Trading, Project Finance, Portfolio Management, Funding, Investor Relations, Asset Management, Derivatives, Alternative Investments, Capital Markets, Equity Research, Fixed Income, Finance, Acquisitions, Capital
Education
The George Washington University - School of Business 1979 — 1983
BBA, Accounting & Finance
New York University, Stern School of Business
Gary Walther's Arthur Andersen & Co. Experience 1976 - 1985
Job Partner at Walther Partners Inc.
Industry Executive Office
Experience
Walther Partners Inc. February 1998 - Present
Northern Star Natural Gas 2005 - 2007
E-Z Serve Corporation, Inc. April 1998 - August 1998
NYSE Public Companies July 1985 - August 1998
Hi/Lo Automotive, Inc. September 1990 - February 1998
WBC Holdings Inc. 1989 - 1990
Gordon Jewelry Corporation, Inc. July 1985 - September 1989
Arthur Andersen & CO. 1976 - 1985
Skills
Executive Officer, Turnaround Specialist, Interim Management, Restructuring, Financial Management, Executive Management, Change Management, Mergers, Acquisition Integration, Corporate Governance, Financial Reporting, Due Diligence, SEC reporting, Strategic Planning, Management Consulting, Managerial Finance, Mergers & Acquisitions, Accounting, Management, Turn Around Management, Outsourcing, IPO, SEC filings, Private Equity, Start-ups, Corporate Finance, Venture Capital, Business Valuation, Strategy
Education
The Ohio State University 1973 — 1976
BSBA, Business\Accounting\Information Services\Philosophy
Oakwood high school
Walther Partners Inc. February 1998 - Present
Northern Star Natural Gas 2005 - 2007
E-Z Serve Corporation, Inc. April 1998 - August 1998
NYSE Public Companies July 1985 - August 1998
Hi/Lo Automotive, Inc. September 1990 - February 1998
WBC Holdings Inc. 1989 - 1990
Gordon Jewelry Corporation, Inc. July 1985 - September 1989
Arthur Andersen & CO. 1976 - 1985
Skills
Executive Officer, Turnaround Specialist, Interim Management, Restructuring, Financial Management, Executive Management, Change Management, Mergers, Acquisition Integration, Corporate Governance, Financial Reporting, Due Diligence, SEC reporting, Strategic Planning, Management Consulting, Managerial Finance, Mergers & Acquisitions, Accounting, Management, Turn Around Management, Outsourcing, IPO, SEC filings, Private Equity, Start-ups, Corporate Finance, Venture Capital, Business Valuation, Strategy
Education
The Ohio State University 1973 — 1976
BSBA, Business\Accounting\Information Services\Philosophy
Oakwood high school
Michael Brunner's Arthur Andersen & Co. Experience 1993 - 1996
Job Executive Dir CMBS Capital Markets at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Arthur Andersen & Co. 1993 - 1996
Education
University of Florida 1991 — 1993
MBA, Finance & Real Estate
Texas A&M University
Bachelor of Science (B.S.), Construction Science
JP Morgan 1996 - Present
Arthur Andersen & Co. 1993 - 1996
Education
University of Florida 1991 — 1993
MBA, Finance & Real Estate
Texas A&M University
Bachelor of Science (B.S.), Construction Science
Dee Wallace's Arthur Andersen & Co. Experience 1981 - 1987
Job Financial and Operations Management
Industry Accounting
Experience
American Contract Bridge League 2009 - 2012
Consulting Services Group, LLC 2006 - 2008
Soulsville 2003 - 2005
D. A. Wallace Consulting 2001 - 2003
American Cancer Society 2000 - 2001
Harrah's Entertainment 1995 - 2000
The Promus Companies, predecessor to Harrah's Entertainment, Inc. 1990 - 1995
Holiday Corporation, predecessor to The Promus Cos. 1988 - 1990
Federal Express Corporation 1987 - 1988
Arthur Andersen & Co. 1981 - 1987
Skills
Non-profits, IRS, Hospitality, Museums, Gambling, Financial Accounting, Payroll, Start-ups, Financial Planners, Budgets, Accounting, Strategic Planning, Auditing, Mergers, Forecasting, Nonprofits, Project Management, Mergers & Acquisitions, Process Improvement, Human Resources, CPA, Cash Management, Accounts Payable, Tax Accounting, Corporate Tax, Internal Controls, Income Tax, Tax, GAAP, Strategy, Financial Reporting, SEC filings, JD Edwards, Project Planning, Change Management, Financial Analysis, Finance, Due Diligence, Analysis, Strategic Financial..., Small Business, Sarbanes-Oxley Act, General Ledger, Management Consulting
Education
The University of Memphis
M.S., Accounting
The University of Memphis
B.B.A., Accounting and Management
American Contract Bridge League 2009 - 2012
Consulting Services Group, LLC 2006 - 2008
Soulsville 2003 - 2005
D. A. Wallace Consulting 2001 - 2003
American Cancer Society 2000 - 2001
Harrah's Entertainment 1995 - 2000
The Promus Companies, predecessor to Harrah's Entertainment, Inc. 1990 - 1995
Holiday Corporation, predecessor to The Promus Cos. 1988 - 1990
Federal Express Corporation 1987 - 1988
Arthur Andersen & Co. 1981 - 1987
Skills
Non-profits, IRS, Hospitality, Museums, Gambling, Financial Accounting, Payroll, Start-ups, Financial Planners, Budgets, Accounting, Strategic Planning, Auditing, Mergers, Forecasting, Nonprofits, Project Management, Mergers & Acquisitions, Process Improvement, Human Resources, CPA, Cash Management, Accounts Payable, Tax Accounting, Corporate Tax, Internal Controls, Income Tax, Tax, GAAP, Strategy, Financial Reporting, SEC filings, JD Edwards, Project Planning, Change Management, Financial Analysis, Finance, Due Diligence, Analysis, Strategic Financial..., Small Business, Sarbanes-Oxley Act, General Ledger, Management Consulting
Education
The University of Memphis
M.S., Accounting
The University of Memphis
B.B.A., Accounting and Management
Shawn Kilchrist's Arthur Andersen & Co. Experience December 1987 - May 1992
Job Director at Deloitte
Industry Accounting
Experience
Deloitte September 2005 - Present
Deloitte & Touche LLP 2005 - Present
IIA- Houston 2010 - 2010
IIA 2000 - 2010
NCI Building Systems August 2003 - July 2005
El Paso 2005 - 2005
Enron 2000 - 2001
PricewaterhouseCoopers January 1997 - June 2000
Coopers & Lybrand 1996 - 2000
Arthur Andersen & Co. December 1987 - May 1992
Education
Texas Tech University 1983 — 1987
BBA, Accounting
Robert E. Lee High School 1980 — 1983
Deloitte September 2005 - Present
Deloitte & Touche LLP 2005 - Present
IIA- Houston 2010 - 2010
IIA 2000 - 2010
NCI Building Systems August 2003 - July 2005
El Paso 2005 - 2005
Enron 2000 - 2001
PricewaterhouseCoopers January 1997 - June 2000
Coopers & Lybrand 1996 - 2000
Arthur Andersen & Co. December 1987 - May 1992
Education
Texas Tech University 1983 — 1987
BBA, Accounting
Robert E. Lee High School 1980 — 1983
Jeff Slepian's Arthur Andersen & Co. Experience 1984 - 1987
Job Mang. Dir, Sr. Port. Mgr at Segall Bryant & Hamill
Industry Investment Management
Experience
Segall October 1994 - Present
Stein, Roe & Farnham 1987 - 1994
Arthur Andersen & Co. 1984 - 1987
Education
The University of Chicago Booth School of Business 1989 — 1991
M.B.A., Finance
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
B.A., Accounting
Segall October 1994 - Present
Stein, Roe & Farnham 1987 - 1994
Arthur Andersen & Co. 1984 - 1987
Education
The University of Chicago Booth School of Business 1989 — 1991
M.B.A., Finance
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
B.A., Accounting
Stephanie Morrison's Arthur Andersen & Co. Experience 1994 - 1998
Job Director of Employee Benefits at Ash Grove Cement Company
Industry Human Resources
Experience
Ash Grove Cement Company February 2015 - Present
MRIGlobal April 2005 - January 2015
Ferrellgas 2004 - 2005
Ferrellgas 2002 - 2003
Ferrellgas 2001 - 2001
Ferrellgas 2000 - 2000
Ferrellgas 1998 - 1999
Arthur Andersen & Co. 1994 - 1998
Skills
HRIS, Leadership, Management, Strategic Planning, Benefits Administration, PeopleSoft, FMLA, Human Resources, Employee Benefits, Payroll, Employee Relations, Change Management, Process Improvement, Project Management, Performance Management
Education
Central Exchange
Emerging Leaders Program
University of Kansas
BS, Accounting & Business Administration
Ash Grove Cement Company February 2015 - Present
MRIGlobal April 2005 - January 2015
Ferrellgas 2004 - 2005
Ferrellgas 2002 - 2003
Ferrellgas 2001 - 2001
Ferrellgas 2000 - 2000
Ferrellgas 1998 - 1999
Arthur Andersen & Co. 1994 - 1998
Skills
HRIS, Leadership, Management, Strategic Planning, Benefits Administration, PeopleSoft, FMLA, Human Resources, Employee Benefits, Payroll, Employee Relations, Change Management, Process Improvement, Project Management, Performance Management
Education
Central Exchange
Emerging Leaders Program
University of Kansas
BS, Accounting & Business Administration
Dorothy Singhal's Arthur Andersen & Co. Experience 1984 - 1985
Job
Industry Individual & Family Services
Experience
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
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
Larry Lippincott's Arthur Andersen & Co. Experience May 1980 - September 1987
Job Pursuing Division or Regional President Position with Public or Private Homebuilder
Industry Construction
Experience
ForeverHome, LLC 2007 - April 2015
KB Home 2003 - 2007
Pulte Homes 1997 - 2002
Kickerillo Companies September 1987 - December 1996
Arthur Andersen & Co. May 1980 - September 1987
Skills
Homebuilding
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Accounting
ForeverHome, LLC 2007 - April 2015
KB Home 2003 - 2007
Pulte Homes 1997 - 2002
Kickerillo Companies September 1987 - December 1996
Arthur Andersen & Co. May 1980 - September 1987
Skills
Homebuilding
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Accounting
Kirt Bocox's Arthur Andersen & Co. Experience January 1998 - May 2002
Job Senior Tax Manager at KPMG
Industry Accounting
Experience
KPMG October 2007 - Present
KPMG October 2002 - September 2007
Arthur Andersen & Co. January 1998 - May 2002
Skills
Tax, Sarbanes-Oxley Act, Internal Controls, Accounting, Income Tax, Corporate Tax, Tax Research, Financial Reporting, CPA, Tax Accounting, Auditing, International Tax, US GAAP, Financial Accounting, Big 4, GAAP, Tax Advisory, Tax Preparation, Financial Analysis
Education
University of Kansas 1992 — 1997
Masters, Accounting
KPMG October 2007 - Present
KPMG October 2002 - September 2007
Arthur Andersen & Co. January 1998 - May 2002
Skills
Tax, Sarbanes-Oxley Act, Internal Controls, Accounting, Income Tax, Corporate Tax, Tax Research, Financial Reporting, CPA, Tax Accounting, Auditing, International Tax, US GAAP, Financial Accounting, Big 4, GAAP, Tax Advisory, Tax Preparation, Financial Analysis
Education
University of Kansas 1992 — 1997
Masters, Accounting
Wendy Dunavant's Arthur Andersen & Co. Experience 1986 - 1990
Job The Heritage Foundation of Franklin
Industry Nonprofit Organization Management
Experience
The Heritage Foundation of Franklin 2009 - Present
Stryker Corporation 1991 - 1999
Arthur Andersen & Co. 1986 - 1990
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Heritage Foundation of Franklin 2009 - Present
Stryker Corporation 1991 - 1999
Arthur Andersen & Co. 1986 - 1990
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Noel Rivenes's Arthur Andersen & Co. Experience September 1991 - August 1997
Job Sr. Director of Accounting at McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson Corporation March 2006 - Present
7-Eleven May 2001 - March 2006
Kaneb Services, Inc. December 1998 - May 2001
ServiceMaster August 1997 - December 1998
Arthur Andersen & Co. September 1991 - August 1997
Pi Beta Phi Fraternity June 1990 - August 1991
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, GAAP, Finance, Sarbanes-Oxley, Accounting, Revenue Recognition, US GAAP, Internal Controls, Process Improvement, Forecasting, General Ledger, Access, SEC Filings, Variance Analysis, Financial Analysis, Auditing
Education
Texas Tech University - Rawls College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
McKesson Corporation March 2006 - Present
7-Eleven May 2001 - March 2006
Kaneb Services, Inc. December 1998 - May 2001
ServiceMaster August 1997 - December 1998
Arthur Andersen & Co. September 1991 - August 1997
Pi Beta Phi Fraternity June 1990 - August 1991
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, GAAP, Finance, Sarbanes-Oxley, Accounting, Revenue Recognition, US GAAP, Internal Controls, Process Improvement, Forecasting, General Ledger, Access, SEC Filings, Variance Analysis, Financial Analysis, Auditing
Education
Texas Tech University - Rawls College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Keith Cline's Arthur Andersen & Co. Experience 1992 - 1994
Job Executive Vice President, Chief Financial Officer
Industry Hospitality
Experience
La Quinta Inns & Suites January 2013 - Present
Charming Charlie 2011 - 2013
EXPRESS 2006 - 2011
Limited Brands, Inc. 2003 - 2006
FedEx Custom Critical 1999 - 2003
The J. M. Smucker Company 1994 - 1999
Arthur Andersen & Co. 1992 - 1994
Skills
Accounting, Analysis, Analytics, Budgets, Change Management, Corporate Finance, Finance, Financial Analysis, Financial Reporting, Forecasting, Income Statement, Internal Controls, Inventory Management, Leadership, Mergers & Acquisitions, Microsoft Excel, Payroll, Process Improvement, Retail, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, P, Financial Planning
Education
The University of Akron 2000 — 2002
M.B.A., Finance
The University of Akron 1988 — 1992
B.S., Accounting
La Quinta Inns & Suites January 2013 - Present
Charming Charlie 2011 - 2013
EXPRESS 2006 - 2011
Limited Brands, Inc. 2003 - 2006
FedEx Custom Critical 1999 - 2003
The J. M. Smucker Company 1994 - 1999
Arthur Andersen & Co. 1992 - 1994
Skills
Accounting, Analysis, Analytics, Budgets, Change Management, Corporate Finance, Finance, Financial Analysis, Financial Reporting, Forecasting, Income Statement, Internal Controls, Inventory Management, Leadership, Mergers & Acquisitions, Microsoft Excel, Payroll, Process Improvement, Retail, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, P, Financial Planning
Education
The University of Akron 2000 — 2002
M.B.A., Finance
The University of Akron 1988 — 1992
B.S., Accounting
Jeni Spinney's Arthur Andersen & Co. Experience May 1973 - March 1983
Job Chairman at New Trier Educational Foundation
Industry Investment Management
Experience
New Trier Educational Foundation June 2014 - Present
Self-employed investor May 2009 - May 2013
Washburne Graduation Committee January 2001 - January 2002
Winnetka Caucus Council January 2001 - January 2002
New Trier Graduation Committee January 2000 - January 2001
Washburne Graduation Committee January 2000 - January 2001
Winnetka Caucus Council January 2000 - January 2001
Arthur Andersen & CO. May 1973 - March 1983
Arthur Andersen & CO January 1973 - January 1983
Skills
Strategic Planning, Public Speaking, Microsoft Office, Entrepreneurship, Mergers, Fundraising, Account Management, Marketing, Management, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Leadership Development, Strategy, Leadership, New Business Development, Business Development, Management Consulting, Human Resources, Coaching, Nonprofits, Start-ups, Team Building, Market Research, Social Media, Public Relations, Event Management
Education
The University of Kansas 1970 — 1974
BA, Personnel Administration & Psychology
University of Kansas 1970 — 1974
BA, Personnel Administration & Psychology
New Trier High School 1966 — 1970
New Trier Educational Foundation June 2014 - Present
Self-employed investor May 2009 - May 2013
Washburne Graduation Committee January 2001 - January 2002
Winnetka Caucus Council January 2001 - January 2002
New Trier Graduation Committee January 2000 - January 2001
Washburne Graduation Committee January 2000 - January 2001
Winnetka Caucus Council January 2000 - January 2001
Arthur Andersen & CO. May 1973 - March 1983
Arthur Andersen & CO January 1973 - January 1983
Skills
Strategic Planning, Public Speaking, Microsoft Office, Entrepreneurship, Mergers, Fundraising, Account Management, Marketing, Management, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Leadership Development, Strategy, Leadership, New Business Development, Business Development, Management Consulting, Human Resources, Coaching, Nonprofits, Start-ups, Team Building, Market Research, Social Media, Public Relations, Event Management
Education
The University of Kansas 1970 — 1974
BA, Personnel Administration & Psychology
University of Kansas 1970 — 1974
BA, Personnel Administration & Psychology
New Trier High School 1966 — 1970
Montie Rouze's Arthur Andersen & Co. Experience June 1982 - June 1985
Job Vice President, IT at Crescent Real Estate Holdings LLC
Industry Real Estate
Experience
Crescent Real Estate Holdings LLC June 2014 - Present
Crescent Real Estate January 2011 - June 2014
Crescent Real Estate October 2007 - January 2011
Intuit Real Estate Solutions August 2004 - January 2005
MDR Consulting Services March 1994 - August 2004
Trammell Crow Company May 1985 - March 1994
Arthur Andersen & Co. June 1982 - June 1985
Skills
Due Diligence, Process Improvement, Property Management, Asset Managment, Real Estate, Tenant, Commercial Real Estate, Asset Management, Portfolio Management, Real Estate Development, Leases, Project Management, Management, Financial Analysis, Contract Negotiation, Consulting, Real Estate Economics, Investment Properties, Business Analysis, Strategic Planning, Real Estate Transactions, Vendor Management
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Management Information System, Magna Cum Laude
Crescent Real Estate Holdings LLC June 2014 - Present
Crescent Real Estate January 2011 - June 2014
Crescent Real Estate October 2007 - January 2011
Intuit Real Estate Solutions August 2004 - January 2005
MDR Consulting Services March 1994 - August 2004
Trammell Crow Company May 1985 - March 1994
Arthur Andersen & Co. June 1982 - June 1985
Skills
Due Diligence, Process Improvement, Property Management, Asset Managment, Real Estate, Tenant, Commercial Real Estate, Asset Management, Portfolio Management, Real Estate Development, Leases, Project Management, Management, Financial Analysis, Contract Negotiation, Consulting, Real Estate Economics, Investment Properties, Business Analysis, Strategic Planning, Real Estate Transactions, Vendor Management
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Management Information System, Magna Cum Laude
David Schramm's Arthur Andersen & Co. Experience 1985 - 1992
Job CFO at Global Steering Systems, LLC
Industry Automotive
Experience
Global Steering Systems, LLC March 2009 - Present
DriveSol Global Steering, Inc. May 2008 - March 2009
Superwinch, Inc. July 1992 - April 2008
Arthur Andersen & Co. 1985 - 1992
Education
The University of Connecticut School of Business 1982 — 1985
Bachelor of Science, Accounting
Global Steering Systems, LLC March 2009 - Present
DriveSol Global Steering, Inc. May 2008 - March 2009
Superwinch, Inc. July 1992 - April 2008
Arthur Andersen & Co. 1985 - 1992
Education
The University of Connecticut School of Business 1982 — 1985
Bachelor of Science, Accounting
Jerry Peisner's Arthur Andersen & Co. Experience 1989 - 1992
Job Partner at Peisner Johnson & Company, L.L.P.
Industry Accounting
Experience
Peisner Johnson & Company, L.L.P. June 1992 - Present
Arthur Andersen & Co. 1989 - 1992
Arthur Young 1986 - 1989
Dresser Industries 1980 - 1986
Texas Comptroller of Public Accounts 1975 - 1980
Skills
Sarbanes-Oxley Act, Tax Research, Accounting, Tax Preparation, Tax, Financial Reporting, Partnership Taxation, Use Tax, Leadership, Auditing, International Tax, Sales Tax, Forecasting, Microsoft Excel, Budgets, US GAAP, GAAP, Corporate Tax, Tax Law, Tax Accounting, Marketing, Financial Analysis, Microsoft Word, Financial Accounting, General Ledger, New Business Development, Cash Flow, CPA, Income Tax, Due Diligence, State Tax, Property Tax, Internal Controls, Financial Statements, Account Reconciliation, Tax Returns, SEC filings, Sales & Use Tax, Forensic Accounting, FIN 48, Consolidation, Accountants, FASB, US Tax, Revenue Recognition, Big 4
Education
Texas Christian University - M.J. Neeley School of Business 1973 — 1975
BBA, Accounting
Peisner Johnson & Company, L.L.P. June 1992 - Present
Arthur Andersen & Co. 1989 - 1992
Arthur Young 1986 - 1989
Dresser Industries 1980 - 1986
Texas Comptroller of Public Accounts 1975 - 1980
Skills
Sarbanes-Oxley Act, Tax Research, Accounting, Tax Preparation, Tax, Financial Reporting, Partnership Taxation, Use Tax, Leadership, Auditing, International Tax, Sales Tax, Forecasting, Microsoft Excel, Budgets, US GAAP, GAAP, Corporate Tax, Tax Law, Tax Accounting, Marketing, Financial Analysis, Microsoft Word, Financial Accounting, General Ledger, New Business Development, Cash Flow, CPA, Income Tax, Due Diligence, State Tax, Property Tax, Internal Controls, Financial Statements, Account Reconciliation, Tax Returns, SEC filings, Sales & Use Tax, Forensic Accounting, FIN 48, Consolidation, Accountants, FASB, US Tax, Revenue Recognition, Big 4
Education
Texas Christian University - M.J. Neeley School of Business 1973 — 1975
BBA, Accounting
Jim McCoy's Arthur Andersen & Co. Experience 1986 - 1991
Job Apex Partners Middle Market Investment Banking
Industry Investment Banking
Experience
Apex Partners - Middle Market Investment Banking 2004 - Present
Encompass Services Corporation (Formerly NYSE: ESR) 2002 - 2003
Tyson, (NYSE: TSN) 2000 - 2002
Corporate Brand Foods America (CBFA) 1997 - 2000
International Trading Company, Ltd. 1991 - 1997
Arthur Andersen & Co. 1986 - 1991
Skills
Mergers & Acquisitions, Strategy, Restructuring, Management Consulting, Investment Banking, Corporate Development, Mergers, Business Strategy, Finance, Private Equity, Leadership, Executive Management, Strategic Planning, Corporate Finance, Financial Services, Financial Analysis, Entrepreneurship, Management, Banking, Strategic Financial..., Team Building, Manufacturing, Construction
Education
Texas A&M University
BBA, Mays Business School
Westchester High School
Apex Partners - Middle Market Investment Banking 2004 - Present
Encompass Services Corporation (Formerly NYSE: ESR) 2002 - 2003
Tyson, (NYSE: TSN) 2000 - 2002
Corporate Brand Foods America (CBFA) 1997 - 2000
International Trading Company, Ltd. 1991 - 1997
Arthur Andersen & Co. 1986 - 1991
Skills
Mergers & Acquisitions, Strategy, Restructuring, Management Consulting, Investment Banking, Corporate Development, Mergers, Business Strategy, Finance, Private Equity, Leadership, Executive Management, Strategic Planning, Corporate Finance, Financial Services, Financial Analysis, Entrepreneurship, Management, Banking, Strategic Financial..., Team Building, Manufacturing, Construction
Education
Texas A&M University
BBA, Mays Business School
Westchester High School
H. Kendall Hobbs's Arthur Andersen & Co. Experience 1978 - 2001
Job Retired Andersen partner specialized in utilities
Industry Financial Services
Experience
Ernst & Young July 2002 - July 2003
Andersen September 2001 - June 2002
Andersen July 1992 - September 2001
Arthur Andersen & Co. 1978 - 2001
Arbor Acres Farm July 1989 - July 1992
Arthur Andersen & Co. September 1978 - June 1989
Education
The University of Georgia 1963 — 1967
BBA, Accounting
Ernst & Young July 2002 - July 2003
Andersen September 2001 - June 2002
Andersen July 1992 - September 2001
Arthur Andersen & Co. 1978 - 2001
Arbor Acres Farm July 1989 - July 1992
Arthur Andersen & Co. September 1978 - June 1989
Education
The University of Georgia 1963 — 1967
BBA, Accounting
Dennis Turnipseed's Arthur Andersen & Co. Experience 1987 - 1989
Job CEO Elite Production Services
Industry Oil & Energy
Experience
Elite Production Services 2014 - 2015
Elite Production Services 2014 - 2015
Elite Production Services 2014 - 2015
Total Safety US, Inc. February 2007 - December 2013
CGGVeritas November 2005 - February 2007
TIMEC Company, Inc. September 2003 - November 2005
Encompass Services Corporation September 1999 - May 2003
Coach USA 1997 - 1999
PSC 1989 - 1997
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University 1984 — 1987
B.A., Accounting
Elite Production Services 2014 - 2015
Elite Production Services 2014 - 2015
Elite Production Services 2014 - 2015
Total Safety US, Inc. February 2007 - December 2013
CGGVeritas November 2005 - February 2007
TIMEC Company, Inc. September 2003 - November 2005
Encompass Services Corporation September 1999 - May 2003
Coach USA 1997 - 1999
PSC 1989 - 1997
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University 1984 — 1987
B.A., Accounting
Ingrid Lamb, CPA/PFS, CFS, CSA, RFC's Arthur Andersen & Co. Experience January 1999 - April 2000
Job Owner at Bayview Financial Consulting, LLC
Industry Financial Services
Experience
Bayview Financial Consulting, LLC March 2002 - Present
AXA Advisors February 2001 - March 2002
Arthur Andersen & Co. January 1999 - April 2000
Booz Allen Hamilton June 1993 - December 1998
Skills
Small Business, Accounting, Management Consulting, Strategic Financial..., Financial Accounting, Asset Management, Financial Reporting, Strategic Planning, Tax Preparation, Financial Analysis, System Administration, Investments, Mergers & Acquisitions, Managerial Finance, Due Diligence
Education
Friendly High School
The George Washington University - School of Business
M.B.A., Finance & Investments
University of Maryland College Park
B.S., Accounting
Bayview Financial Consulting, LLC March 2002 - Present
AXA Advisors February 2001 - March 2002
Arthur Andersen & Co. January 1999 - April 2000
Booz Allen Hamilton June 1993 - December 1998
Skills
Small Business, Accounting, Management Consulting, Strategic Financial..., Financial Accounting, Asset Management, Financial Reporting, Strategic Planning, Tax Preparation, Financial Analysis, System Administration, Investments, Mergers & Acquisitions, Managerial Finance, Due Diligence
Education
Friendly High School
The George Washington University - School of Business
M.B.A., Finance & Investments
University of Maryland College Park
B.S., Accounting
Jeffrey Barfuss's Arthur Andersen & Co. Experience 1997 - 2001
Job Team Leader Tax at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips 2008 - Present
ENMAX 2006 - 2008
Price Waterhouse Coopers 2004 - 2006
KPMG Canada 2001 - 2004
Arthur Andersen & Co. 1997 - 2001
Skills
Accounting, Tax, Tax Accounting, Sarbanes-Oxley Act, Account Reconciliation, GAAP, International Tax, Internal Controls, Financial Analysis, Forecasting, IFRS, Corporate Tax, Due Diligence, Tax Advisory, Tax Research, Income Tax, Financial Reporting, Internal Audit, Financial Accounting, Auditing, Strategic Planning, Transfer Pricing, US GAAP, Cash Flow, Tax Law, Variance Analysis
Education
CICA Corporate Reorganization Taxation
CICA In-Depth Tax Course Levels I,II, & III 2002 — 2005
University of Manitoba 1996 — 1997
Masters of Accounting, Accounting
The University of Lethbridge 1990 — 1995
Bachelor of Management, Accounting and Marketing
ConocoPhillips 2008 - Present
ENMAX 2006 - 2008
Price Waterhouse Coopers 2004 - 2006
KPMG Canada 2001 - 2004
Arthur Andersen & Co. 1997 - 2001
Skills
Accounting, Tax, Tax Accounting, Sarbanes-Oxley Act, Account Reconciliation, GAAP, International Tax, Internal Controls, Financial Analysis, Forecasting, IFRS, Corporate Tax, Due Diligence, Tax Advisory, Tax Research, Income Tax, Financial Reporting, Internal Audit, Financial Accounting, Auditing, Strategic Planning, Transfer Pricing, US GAAP, Cash Flow, Tax Law, Variance Analysis
Education
CICA Corporate Reorganization Taxation
CICA In-Depth Tax Course Levels I,II, & III 2002 — 2005
University of Manitoba 1996 — 1997
Masters of Accounting, Accounting
The University of Lethbridge 1990 — 1995
Bachelor of Management, Accounting and Marketing
Bill Budzien's Arthur Andersen & Co. Experience August 1980 - July 1983
Job CFO; VP of Human Resource Services at MRA The Management Association
Industry Insurance
Experience
MRA - The Management Association April 2013 - Present
Willis of Wisconsin, Inc. f/n/a HRH Wisconsin February 2008 - April 2013
HRH Wisconsin f/n/a Frank F. Haack & Associates, Inc. 2004 - 2008
Frank F. Haack & Associates 2001 - 2004
Flambeau Products Corporation 1997 - 2001
Flambeau Airmold Corporation 1995 - 1997
Aqua-Chem, Inc. 1988 - 1995
Flambeau Corporation July 1985 - August 1987
Arthur Andersen & Co. August 1980 - July 1983
Skills
Commercial Insurance, Insurance, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Workers Compensation, Accounting, Risk Management, Corporate Finance, Underwriting, Financial Analysis, Strategic Leadership, Property & Casualty..., Management, Leadership, Training, Strategic Planning, Organizational...
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing, Dean's Honor List
St. John's University, Collegeville, MN 1977 — 1980
Bachelor's Degree, Accounting and Mathematics, 3.92 Summa Cum Laude
MRA - The Management Association April 2013 - Present
Willis of Wisconsin, Inc. f/n/a HRH Wisconsin February 2008 - April 2013
HRH Wisconsin f/n/a Frank F. Haack & Associates, Inc. 2004 - 2008
Frank F. Haack & Associates 2001 - 2004
Flambeau Products Corporation 1997 - 2001
Flambeau Airmold Corporation 1995 - 1997
Aqua-Chem, Inc. 1988 - 1995
Flambeau Corporation July 1985 - August 1987
Arthur Andersen & Co. August 1980 - July 1983
Skills
Commercial Insurance, Insurance, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Workers Compensation, Accounting, Risk Management, Corporate Finance, Underwriting, Financial Analysis, Strategic Leadership, Property & Casualty..., Management, Leadership, Training, Strategic Planning, Organizational...
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing, Dean's Honor List
St. John's University, Collegeville, MN 1977 — 1980
Bachelor's Degree, Accounting and Mathematics, 3.92 Summa Cum Laude
Rod Inciong's Arthur Andersen & Co. Experience 1984 - 1989
Job Senior Project Manager, PMP
Industry Information Technology and Services
Experience
Mid-Range Computer Group Inc. November 2010 - Present
Grant Forest Products 2006 - 2010
Oracle Corporation 2005 - 2006
PeopleSoft Canada Co. 2003 - 2005
J.D. Edwards Canada 1995 - 2003
Dun & Bradstreet Software 1989 - 1995
Arthur Andersen & Co. 1984 - 1989
Skills
Project Management, Oracle Applications, PMP, IT Strategy, Business Process..., SAP, Disaster Recovery, IT Management, Team Leadership, Business Intelligence, Business Process, ERP, Software Implementation, JD Edwards, Business Analysis, Program Management, Software Project..., Change Management, Enterprise Software, Integration, CRM, Pre-sales
Education
The University of Hull
Master's degree, Business Administration, Management and Operations
University of the Philippines
Bachelor of Science (B.S.), Industrial Engineering
Mid-Range Computer Group Inc. November 2010 - Present
Grant Forest Products 2006 - 2010
Oracle Corporation 2005 - 2006
PeopleSoft Canada Co. 2003 - 2005
J.D. Edwards Canada 1995 - 2003
Dun & Bradstreet Software 1989 - 1995
Arthur Andersen & Co. 1984 - 1989
Skills
Project Management, Oracle Applications, PMP, IT Strategy, Business Process..., SAP, Disaster Recovery, IT Management, Team Leadership, Business Intelligence, Business Process, ERP, Software Implementation, JD Edwards, Business Analysis, Program Management, Software Project..., Change Management, Enterprise Software, Integration, CRM, Pre-sales
Education
The University of Hull
Master's degree, Business Administration, Management and Operations
University of the Philippines
Bachelor of Science (B.S.), Industrial Engineering
Jim Swanson's Arthur Andersen & Co. Experience July 1997 - July 2001
Job VP Finance Strategic & Financial Planning
Industry Consumer Goods
Experience
Columbia Sportswear May 2015 - Present
Columbia Sportswear January 2009 - May 2015
Columbia Sportswear January 2005 - December 2008
Columbia Sportswear April 2003 - December 2004
Freightliner Corporation September 2002 - April 2003
Cadence Design Systems July 2001 - September 2002
Arthur Andersen & Co. July 1997 - July 2001
Skills
Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Financial Analysis, Leadership, Forecasting, Management, Process Improvement, Retail, SAP, Strategic Planning, Strategy
Education
The University of Montana - School of Business Administration 1996 — 1997
Master's, Accounting
The University of Montana - School of Business Administration 1992 — 1996
Bachelor of Science, Accounting and Finance
Columbia Sportswear May 2015 - Present
Columbia Sportswear January 2009 - May 2015
Columbia Sportswear January 2005 - December 2008
Columbia Sportswear April 2003 - December 2004
Freightliner Corporation September 2002 - April 2003
Cadence Design Systems July 2001 - September 2002
Arthur Andersen & Co. July 1997 - July 2001
Skills
Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Financial Analysis, Leadership, Forecasting, Management, Process Improvement, Retail, SAP, Strategic Planning, Strategy
Education
The University of Montana - School of Business Administration 1996 — 1997
Master's, Accounting
The University of Montana - School of Business Administration 1992 — 1996
Bachelor of Science, Accounting and Finance
Conrad Rocha's Arthur Andersen & Co. Experience May 1986 - May 1992
Job Stated Clerk/Synod Executive at Synod of the Southwest Presbyterian Church (U.S.A.)
Industry Legal Services
Experience
Synod of the Southwest Presbyterian Church (U.S.A.) August 2010 - Present
Law Access New Mexico June 2007 - Present
Menaul School, Albuquerque, NM January 2004 - May 2007
First Presbyterian Church, Albuquerque, New Mexico August 1992 - December 2003
Arthur Andersen & Co. May 1986 - May 1992
New Mexico State Senate 1983 - 1983
US Navy December 1969 - June 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, Budgets, C++, HTML, C, Java, Public Speaking, Editing, Strategic Planning, Negotiation
Education
The University of New Mexico School of Law 1983 — 1986
Juris Doctor (J.D.)
University of New Mexico 1979 — 1983
Bachelor's Degree, Economics & Political Science, Magna Cum Laude in Political Science
Synod of the Southwest Presbyterian Church (U.S.A.) August 2010 - Present
Law Access New Mexico June 2007 - Present
Menaul School, Albuquerque, NM January 2004 - May 2007
First Presbyterian Church, Albuquerque, New Mexico August 1992 - December 2003
Arthur Andersen & Co. May 1986 - May 1992
New Mexico State Senate 1983 - 1983
US Navy December 1969 - June 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, Budgets, C++, HTML, C, Java, Public Speaking, Editing, Strategic Planning, Negotiation
Education
The University of New Mexico School of Law 1983 — 1986
Juris Doctor (J.D.)
University of New Mexico 1979 — 1983
Bachelor's Degree, Economics & Political Science, Magna Cum Laude in Political Science
Robin Generous's Arthur Andersen & Co. Experience 1990 - 1991
Job VP Internal Audit at The Hartford
Industry Insurance
Experience
The Hartford December 1998 - Present
Aetna 1991 - 1998
Arthur Andersen & Co. 1990 - 1991
Skills
Auditing, Internal Audit, Insurance, Financial Reporting, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, Internal Controls, Reinsurance, Financial Analysis, IT Audit, Process Improvement, Fraud, Corporate Governance, Financial Services, Risk Assessment, External Audit, Business Process..., Financial Accounting, Financial Audits, Accounting
Education
The University of Connecticut School of Law 2000 — 2003
JD
University of Connecticut 1986 — 1990
BS, Animal Science/Agricultural Economics
The Hartford December 1998 - Present
Aetna 1991 - 1998
Arthur Andersen & Co. 1990 - 1991
Skills
Auditing, Internal Audit, Insurance, Financial Reporting, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Sarbanes-Oxley, Internal Controls, Reinsurance, Financial Analysis, IT Audit, Process Improvement, Fraud, Corporate Governance, Financial Services, Risk Assessment, External Audit, Business Process..., Financial Accounting, Financial Audits, Accounting
Education
The University of Connecticut School of Law 2000 — 2003
JD
University of Connecticut 1986 — 1990
BS, Animal Science/Agricultural Economics
Scott Syamken's Arthur Andersen & Co. Experience 1991 - 1994
Job Vice President and Deputy Corporate Services at USAA
Industry Financial Services
Experience
USAA January 2015 - Present
USAA December 2007 - December 2014
USAA October 2005 - December 2007
USAA Real Co February 1997 - October 2005
Arthur Andersen & Co. 1991 - 1994
Real Estate Research Center 1990 - 1991
Skills
Asset Management, Corporate Real Estate, Management, Investments, Asset Managment, Change Management, Contract Negotiation, Strategic Planning, Commercial Real Estate, Real Estate Economics, Lease Administration, Business Process..., Process Improvement, Strategy, Real Estate, Portfolio Management, Team Leadership, Facilities Management, Budgets, Real Estate Transactions, Valuation, Brokerage, Leases
Education
Texas A&M University 1987 — 1991
Masters, Land Economics & Real Estate
Texas Tech University 1985 — 1987
USAA January 2015 - Present
USAA December 2007 - December 2014
USAA October 2005 - December 2007
USAA Real Co February 1997 - October 2005
Arthur Andersen & Co. 1991 - 1994
Real Estate Research Center 1990 - 1991
Skills
Asset Management, Corporate Real Estate, Management, Investments, Asset Managment, Change Management, Contract Negotiation, Strategic Planning, Commercial Real Estate, Real Estate Economics, Lease Administration, Business Process..., Process Improvement, Strategy, Real Estate, Portfolio Management, Team Leadership, Facilities Management, Budgets, Real Estate Transactions, Valuation, Brokerage, Leases
Education
Texas A&M University 1987 — 1991
Masters, Land Economics & Real Estate
Texas Tech University 1985 — 1987
Frank Anderson's Arthur Andersen & Co. Experience 1991 - 1995
Job Startup Founder & CEO
Industry Internet
Experience
TheStartup100 January 2014 - Present
Servdex, Ltd. 2010 - 2012
Blingo (acquired by Publishers Clearing House) 2004 - 2009
Frank Anderson Consulting 2001 - 2003
iAmaze (acquired by AOL) 1999 - 2000
Hambrecht & Quist (acquired by Chase, now part of JP Morgan) 1998 - 1999
Advanced Fibre Communications (now part of Tellabs) 1997 - 1998
Pacific Telesis Group (acquired by SBC, now part of AT&T) 1996 - 1997
Arthur Andersen & Co. 1991 - 1995
Skills
Entrepreneur, Start-ups, Mergers, Strategy, Business Development, Management Consulting, Strategic Planning, Corporate Finance, Corporate Development, Consulting, Venture Capital, Strategic Partnerships, E-commerce, Product Management, Mobile Devices
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
TheStartup100 January 2014 - Present
Servdex, Ltd. 2010 - 2012
Blingo (acquired by Publishers Clearing House) 2004 - 2009
Frank Anderson Consulting 2001 - 2003
iAmaze (acquired by AOL) 1999 - 2000
Hambrecht & Quist (acquired by Chase, now part of JP Morgan) 1998 - 1999
Advanced Fibre Communications (now part of Tellabs) 1997 - 1998
Pacific Telesis Group (acquired by SBC, now part of AT&T) 1996 - 1997
Arthur Andersen & Co. 1991 - 1995
Skills
Entrepreneur, Start-ups, Mergers, Strategy, Business Development, Management Consulting, Strategic Planning, Corporate Finance, Corporate Development, Consulting, Venture Capital, Strategic Partnerships, E-commerce, Product Management, Mobile Devices
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
Greg Braddock's Arthur Andersen & Co. Experience 1988 - 1993
Job Principal Bradcor Consulting Services
Industry Management Consulting
Experience
Bradcor Consulting Services 1993 - Present
PCC, Inc. 2009 - 2010
ION Geophysical 2005 - 2008
EC Outlook, Inc. 2003 - 2004
USFR, Inc - (Cowboys & Indian Magazine Asset) January 2003 - December 2003
USFR, Inc. 2001 - 2003
Weatherford 1996 - 1998
Arthur Andersen & Co. 1988 - 1993
Education
Texas A&M University - Mays Business School 1986 — 1988
MBA, Finance
University of Louisiana at Monroe 1981 — 1985
BBA, Accounting
Bradcor Consulting Services 1993 - Present
PCC, Inc. 2009 - 2010
ION Geophysical 2005 - 2008
EC Outlook, Inc. 2003 - 2004
USFR, Inc - (Cowboys & Indian Magazine Asset) January 2003 - December 2003
USFR, Inc. 2001 - 2003
Weatherford 1996 - 1998
Arthur Andersen & Co. 1988 - 1993
Education
Texas A&M University - Mays Business School 1986 — 1988
MBA, Finance
University of Louisiana at Monroe 1981 — 1985
BBA, Accounting
Cynthia Goldman's Arthur Andersen & Co. Experience 1988 - 1997
Job Law Librarian
Industry Law Practice
Experience
Dechert LLP January 2002 - 2015
McCaughtry & Associates, Inc. 1997 - 2002
Arthur Andersen & Co. 1988 - 1997
Skills
Legal Research, Westlaw, Litigation, Litigation Support, Intellectual Property, Patents, Civil Litigation, Corporate Law, PACER, Law Librarianship, Courtlink, Electronic Resources, Knowledge Management, Online Research, Due Diligence
Education
The Catholic University of America 1978 — 1981
Master's degree, Library Science
University of Maryland College Park; 1970 — 1974
Bachelor of Arts (B.A.), History
Dechert LLP January 2002 - 2015
McCaughtry & Associates, Inc. 1997 - 2002
Arthur Andersen & Co. 1988 - 1997
Skills
Legal Research, Westlaw, Litigation, Litigation Support, Intellectual Property, Patents, Civil Litigation, Corporate Law, PACER, Law Librarianship, Courtlink, Electronic Resources, Knowledge Management, Online Research, Due Diligence
Education
The Catholic University of America 1978 — 1981
Master's degree, Library Science
University of Maryland College Park; 1970 — 1974
Bachelor of Arts (B.A.), History
Tom Keehan's Arthur Andersen & Co. Experience August 1980 - October 1991
Job Vice President Finance & Administration at Washing Systems LLC
Industry Chemicals
Experience
Washing Systems LLC VP-Finance & AdminPremier Manufacturing Support Services, Inc.November 1991 - July 2001
Arthur Andersen & Co. August 1980 - October 1991
Skills
Continuous Improvement, Strategic Planning, Process Improvement, Treasury Management, Forecasting, Business Strategy, Strategic Financial..., Team Building, Mergers, Budgets, Customer Service, Mergers & Acquisitions, Cash Management, Financial Analysis, Financial Reporting, Working Capital..., Financial Operations
Education
The University of Akron
Bachelor of Science (BS), Accounting
Washing Systems LLC VP-Finance & AdminPremier Manufacturing Support Services, Inc.November 1991 - July 2001
Arthur Andersen & Co. August 1980 - October 1991
Skills
Continuous Improvement, Strategic Planning, Process Improvement, Treasury Management, Forecasting, Business Strategy, Strategic Financial..., Team Building, Mergers, Budgets, Customer Service, Mergers & Acquisitions, Cash Management, Financial Analysis, Financial Reporting, Working Capital..., Financial Operations
Education
The University of Akron
Bachelor of Science (BS), Accounting
Kathleen Blom's Arthur Andersen & Co. Experience 1995 - 2002
Job Partner at Deloitte
Industry Accounting
Experience
Deloitte June 2006 - Present
Deloitte Canada June 2002 - May 2006
Arthur Andersen & Co. 1995 - 2002
Skills
Internal Controls, IFRS, Financial Reporting, Sarbanes-Oxley Act, Assurance, Canadian GAAP, Auditing, Accounting, Enterprise Risk..., Financial Analysis, US GAAP, Tax, Financial Modeling, Financial Accounting, Management Consulting, Corporate Tax, Due Diligence, GAAP, International Tax, Internal Audit
Education
The University of British Columbia 1987 — 1991
B. Comm. (Honors), Accounting
Crofton House
Deloitte June 2006 - Present
Deloitte Canada June 2002 - May 2006
Arthur Andersen & Co. 1995 - 2002
Skills
Internal Controls, IFRS, Financial Reporting, Sarbanes-Oxley Act, Assurance, Canadian GAAP, Auditing, Accounting, Enterprise Risk..., Financial Analysis, US GAAP, Tax, Financial Modeling, Financial Accounting, Management Consulting, Corporate Tax, Due Diligence, GAAP, International Tax, Internal Audit
Education
The University of British Columbia 1987 — 1991
B. Comm. (Honors), Accounting
Crofton House
Frank Bruce's Arthur Andersen & Co. Experience May 1979 - April 1984
Job Director, Budget & Planning at Harris County
Industry Government Administration
Experience
Harris County March 1999 - Present
American Exploration Corporation March 1991 - August 1993
Hein & Associates January 1988 - February 1992
Blocker Energy, Inc. April 1984 - September 1987
Arthur Andersen & Co. May 1979 - April 1984
Skills
Research, Microsoft Excel, Policy, Government, Program Management, Economics, Population Reporting, Financial Management..., Writing
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Harris County March 1999 - Present
American Exploration Corporation March 1991 - August 1993
Hein & Associates January 1988 - February 1992
Blocker Energy, Inc. April 1984 - September 1987
Arthur Andersen & Co. May 1979 - April 1984
Skills
Research, Microsoft Excel, Policy, Government, Program Management, Economics, Population Reporting, Financial Management..., Writing
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
C. Eric Stegemoeller's Arthur Andersen & Co. Experience January 2002 - April 2002
Job VP Business Banking Risk & Control Management, JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase & Co. March 2014 - Present
Bank of America July 2010 - April 2013
Dean Foods November 2006 - April 2010
KPMG US October 2004 - October 2006
KPMG US September 2003 - September 2004
Arthur Andersen & Co. January 2002 - April 2002
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, Assurance, Financial Analysis, Financial Services, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Commercial Banking, Financial Risk, Operational Risk, Risk Management, Credit, Operational Risk..., Banking, Credit Risk
Education
Texas Tech University - Rawls College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase & Co. March 2014 - Present
Bank of America July 2010 - April 2013
Dean Foods November 2006 - April 2010
KPMG US October 2004 - October 2006
KPMG US September 2003 - September 2004
Arthur Andersen & Co. January 2002 - April 2002
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, Assurance, Financial Analysis, Financial Services, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Commercial Banking, Financial Risk, Operational Risk, Risk Management, Credit, Operational Risk..., Banking, Credit Risk
Education
Texas Tech University - Rawls College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Ira Negin's Arthur Andersen & Co. Experience August 1977 - June 1979
Job Retired
Industry Financial Services
Experience
' May 2014 - Present
Credit Suisse Securities (USA) LLC July 1979 - May 2014
Arthur Andersen & Co. August 1977 - June 1979
Skills
Equities, Investment Banking, Capital Markets, Business Strategy, Banking, Business Analysis, Strategic Financial..., Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance and Accounting
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Mathematics
' May 2014 - Present
Credit Suisse Securities (USA) LLC July 1979 - May 2014
Arthur Andersen & Co. August 1977 - June 1979
Skills
Equities, Investment Banking, Capital Markets, Business Strategy, Banking, Business Analysis, Strategic Financial..., Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance and Accounting
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Mathematics
William Bates, Jr.'s Arthur Andersen & Co. Experience June 1976 - November 1982
Job Of Counsel at Brothers & Thompson, P.C.
Industry Banking
Experience
Brothers & Thompson, P.C. November 2014 - Present
H&R Block November 2014 - Present
Seaway Bank and Trust Company January 1991 - July 2014
Keller Graduate School of Management of DeVry University July 2003 - March 2011
Seaway National Bank Chicago (n/k/a Seaway Bank and Trust Company) January 1989 - January 1991
Seaway National Bank Chicago (n/k/a Seaway Bank and Trust Company) November 1982 - January 1989
Arthur Andersen & Co. June 1976 - November 1982
Skills
Risk Management, Banking, Credit, Financial Services, Finance, Commercial Banking, Real Estate, Real Estate Law, Personal Income Tax..., Loans, Mergers & Acquisitions, Executive Management, Management, Financial Analysis, Accounting, Nonprofits
Education
The John Marshall Law School 1985 — 1989
Juris Doctor (J.D.)
The University of Chicago Booth School of Business 1974 — 1976
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's Degree
Brothers & Thompson, P.C. November 2014 - Present
H&R Block November 2014 - Present
Seaway Bank and Trust Company January 1991 - July 2014
Keller Graduate School of Management of DeVry University July 2003 - March 2011
Seaway National Bank Chicago (n/k/a Seaway Bank and Trust Company) January 1989 - January 1991
Seaway National Bank Chicago (n/k/a Seaway Bank and Trust Company) November 1982 - January 1989
Arthur Andersen & Co. June 1976 - November 1982
Skills
Risk Management, Banking, Credit, Financial Services, Finance, Commercial Banking, Real Estate, Real Estate Law, Personal Income Tax..., Loans, Mergers & Acquisitions, Executive Management, Management, Financial Analysis, Accounting, Nonprofits
Education
The John Marshall Law School 1985 — 1989
Juris Doctor (J.D.)
The University of Chicago Booth School of Business 1974 — 1976
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's Degree
Keith Marlow's Arthur Andersen & Co. Experience 1979 - 1982
Job Chief of Finance at Norton Rose Fulbright US LLP
Industry Legal Services
Experience
Norton Rose Fulbright US LLP January 2014 - Present
Bracewell & Giuliani LLP April 2002 - January 2014
Enron Engineering & Construction Company 1994 - 2002
EOTT Energy Corp 1991 - 1994
Howelll Corporation 1985 - 1991
Columbia Gas System 1982 - 1985
Arthur Andersen & Co. 1979 - 1982
Education
Texas State University 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Certified Public Accountant, Texas #026939
Norton Rose Fulbright US LLP January 2014 - Present
Bracewell & Giuliani LLP April 2002 - January 2014
Enron Engineering & Construction Company 1994 - 2002
EOTT Energy Corp 1991 - 1994
Howelll Corporation 1985 - 1991
Columbia Gas System 1982 - 1985
Arthur Andersen & Co. 1979 - 1982
Education
Texas State University 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Certified Public Accountant, Texas #026939
Helen Hull's Arthur Andersen & Co. Experience 1975 - 1981
Job Contract Accounting Manager / Controller/ Project Accountant
Industry Accounting
Experience
H M Hull, LLC and MGE, LLC November 1999 - Present
Resources Global Professionals 1998 - 1999
Organik Technologies, Inc. 1994 - 1995
Generra Sportswear Company, Inc. 1984 - 1992
Northwest Energy Services Company 1981 - 1984
Arthur Andersen & Co. 1975 - 1981
Skills
Microsoft Word, Budgets, Team Management, Account Reconciliation, Microsoft Excel, Coaching
Education
The College of Wooster
Bachelor of Arts (B.A.), Mathematics
University of Michigan
Master of Business Administration (M.B.A.), Accounting
H M Hull, LLC and MGE, LLC November 1999 - Present
Resources Global Professionals 1998 - 1999
Organik Technologies, Inc. 1994 - 1995
Generra Sportswear Company, Inc. 1984 - 1992
Northwest Energy Services Company 1981 - 1984
Arthur Andersen & Co. 1975 - 1981
Skills
Microsoft Word, Budgets, Team Management, Account Reconciliation, Microsoft Excel, Coaching
Education
The College of Wooster
Bachelor of Arts (B.A.), Mathematics
University of Michigan
Master of Business Administration (M.B.A.), Accounting
Ken Lott's Arthur Andersen & Co. Experience August 1996 - November 1998
Job General Auditor at Santee Cooper
Industry Utilities
Experience
Santee Cooper December 2013 - Present
Santee Cooper July 2007 - December 2013
Santee Cooper November 1998 - July 2007
Arthur Andersen & Co. August 1996 - November 1998
Skills
Leadership, Energy, Process Improvement, Budgets, Training, Project Management, Program Management, Team Leadership, Management, Leadership Development, Analysis
Education
The Citadel 1992 — 1996
Bachelor of Science (B.S.), Business Administration
Santee Cooper December 2013 - Present
Santee Cooper July 2007 - December 2013
Santee Cooper November 1998 - July 2007
Arthur Andersen & Co. August 1996 - November 1998
Skills
Leadership, Energy, Process Improvement, Budgets, Training, Project Management, Program Management, Team Leadership, Management, Leadership Development, Analysis
Education
The Citadel 1992 — 1996
Bachelor of Science (B.S.), Business Administration
Sherry Rockholt Moreland's Arthur Andersen & Co. Experience January 1997 - December 2000
Job Recruiter at The Intersect Group
Industry Staffing and Recruiting
Experience
The Intersect Group August 2014 - Present
Church's Chicken October 2009 - May 2013
Covenant Transport May 2008 - June 2009
Unum January 2001 - August 2006
Arthur Andersen & Co. January 1997 - December 2000
Skills
Strategy, Project Management, Accounting, Advertising, Finance
Education
The University of Tennessee at Chattanooga 1995 — 1997
Accounting
The University of Georgia 1986 — 1991
Bachelor's Degree, Journalism/Business & Speech
The Intersect Group August 2014 - Present
Church's Chicken October 2009 - May 2013
Covenant Transport May 2008 - June 2009
Unum January 2001 - August 2006
Arthur Andersen & Co. January 1997 - December 2000
Skills
Strategy, Project Management, Accounting, Advertising, Finance
Education
The University of Tennessee at Chattanooga 1995 — 1997
Accounting
The University of Georgia 1986 — 1991
Bachelor's Degree, Journalism/Business & Speech
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman