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
Pointguard Financial, PLLC November 2014 - Present
Altres Group December 1998 - Present
SAT Prep LLC July 2009 - Present
Kiemle & Hagood Company July 1993 - October 1998
Bank of America May 1988 - June 1993
Wells Fargo Realty Advisors January 1986 - May 1988
SAFECO Properties/Winmar Company June 1984 - May 1986
Arthur Andersen & Co. January 1981 - May 1984
Skills
Business Strategy, Finance, Start-ups, Entrepreneurship, Strategic Planning, Leadership, Financial Modeling, Mergers & Acquisitions, Communication, Team Management, Project Planning, Project Finance, Teaching, Coaching, Project Management, SEC Filings, Operations Management, Start-up Ventures, Financial Projection, Team Leadership, Process Improvement, Forecasting, Budget Forecasts, Financial Analysis, Due Diligence, Venture Capital, Business Development, Accounting, Management, Strategy
Education
Boise State University 1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting & Finance
The Williams Companies December 1996 - Present
Transco Energy Company March 1988 - June 1996
Marathon Oil Corporation May 1986 - March 1988
Arthur Andersen & Co. January 1983 - May 1986
Skills
Tax, Income Tax, Corporate Tax, Tax Accounting, Financial Analysis, Tax Research, Due Diligence, Partnership Taxation, Mergers & Acquisitions, Tax Law
Education
Brigham Young University—J. Reuben Clark Law School 1980 — 1983
JD
Utah State University 1974 — 1980
BA, Accounting
Bethel University September 1998 - Present
Vision World May 1995 - August 1998
Eltrax Systems, Inc. September 1992 - May 1995
Pierce Companies, Inc. May 1985 - September 1992
Arthur Andersen & Co. June 1980 - May 1985
Skills
Higher Education, Training, Teaching, Staff Development, Leadership Development, Team Building, Negotiation, Student Affairs, Public Speaking, Finance, Accounting, Team Leadership, Marketing, Time Management, Research, Nonprofits
Education
University of Minnesota-Twin Cities 1978 — 1980
M.B.A., Accounting
Bethel University 1974 — 1978
B.A., Business
Astoria Bank July 2014 - Present
Citibank, N.A October 2010 - July 2014
Citibank, N.A. April 2008 - October 2010
Citibank, N.A. June 1998 - April 2008
Citibank, N.A. January 1989 - June 1998
Union Pacific Corporation March 1980 - September 1985
Revlon Inc. September 1978 - March 1980
Arthur Andersen & Co. July 1976 - September 1978
Skills
Portfolio Management, Accounting, Risk Management, Financial Analysis, Auditing, Risk Reviews, Senior Credit Officer..., CPA, Loans, Finance
Education
New York University 1980 — 1983
Master of Business Administration (MBA), Dual Majors: Finance and International Business
Boston College 1972 — 1976
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Certified Residential Specialist 2008 - Present
RE/MAX Olson/ Kniss & Alaniz Real Estate Services Inc 1989 - Present
Arthur Andersen & Co. 1981 - 1985
Robinson's Department Store 1979 - 1981
Skills
Sellers, Residential Homes, New Home Sales, Buyer Representation, New Business Development, Listings, Seniors, Contract Negotiation, Network of Real Estate..., Marketing, Relocation, Senior Real Estate, Investment Properties, Real Property, Sales, Selling, Investors, Single Family Homes, Real Estate, Strategic Planning, Multiple Listing Service, Market Analysis, Public Speaking, Event Planning, Project Coordination, Negotiation, Creativity Skills, Short Sales, REO, Referrals, First Time Home Buyers, Condos, Sense of Humor, Community Service, Strategic Visionary, Community Development, Team Building, Foreclosures, Organization Skills, Business Travel, Property
Education
California Lutheran University
Bachelor of Science, Accounting and Business/Management
David S. Howard CPA, Attorney at Law January 2015 - Present
Hoge Fenton October 2009 - November 2014
Deloitte Tax LLP June 1984 - May 2005
San Jose State University 1993 - 1998
Arthur Andersen & Co. November 1975 - June 1984
University of California, Santa Barbara 1978 - 1980
Peat Marwick Mitchell & Co. November 1969 - November 1975
Skills
Tax Advisory, Tax Accounting, Intellectual Property, Private Equity, IRS, Due Diligence, Corporate Tax, Financial Planners, International Tax, Compensation Strategies, Private Foundations, Cross-border..., Property Tax, Corporate Law, Real Estate, Strategy, Wealth Preservation..., Investments, Intergenerational..., Indirect Taxation, Restructuring, Estate Tax Planning, Tax Appeals, Foreign Bank Accounts, Multinational Estates, S Corporations, Exit Strategies, Investment Banking, Mergers & Acquisitions, Accounting, CPA, Auditing, Finance, Income Tax, Partnership Taxation, Tax Law, Compensation, Business Transactions, Corporate Finance, Buy-sell Agreements, Tax Audits, International Business, Tax, International Law, Financial Planning
Education
University of Southern California - Gould School of Law 1967 — 1970
Juris Doctor, Law
University of Southern California - Sol Price School of Public Policy 1966 — 1970
MPA, Public Administration
University of Southern California - Marshall School of Business 1965 — 1966
BS, Accounting, Statistics, Economics
Brigham Young University 1960 — 1965
UnderGrad, Accounting, Economics
John Muir High School, Pasadena, California 1958 — 1960
mycore March 2012 - Present
The Ritchie Group September 2009 - Present
The Structure Group July 1999 - July 2009
Arthur Andersen & Co. January 1997 - July 1999
Education
Brigham Young University 1991 — 1996
Bachelor of Science (B.S.), Accounting
DiCicco, Gulman & Company LLP July 2014 - July 2015
Summit Food Enterprises, Inc. July 2000 - June 2014
Leslie C. DeNino, CPA 1992 - 2000
Fidelity Investments Institutional Services Company, Inc. 1989 - 1992
Fidelity Investments Institutional Services Company, Inc. 1987 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Accounting, Administration, Financial Analysis, Negotiation, Operations Management, Budgeting, Corporate and...
Education
Bentley University
Bachelor of Science (B.S.), Accountancy, with High Honors
OppenheimerFunds 2001 - 2013
Citigroup Asset Management 1999 - 2001
Pzena Investment Management 1997 - 1999
Booz Allen Hamilton 1995 - 1997
Arthur Andersen & Co. 1990 - 1993
Skills
Mutual Funds, Equities, Portfolio Management, Bloomberg, Alternative Investments, Financial Services, Investments, Fixed Income, Risk Management, Equity Research, Asset Allocation, Series 7, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Bentley University 1986 — 1990
Bachelor of Science (BS), Accounting
Brigham Young University July 2014 - Present
Brigham Young University October 2011 - July 2014
Davis School District August 1997 - June 2013
The Church of Jesus Christ of Latter-day Saints 1999 - 2002
UCLA 1989 - 1995
Catholic Healthcare West 1985 - 1989
Arthur Andersen & Co. 1984 - 1985
Skills
Public Speaking, Teaching, Strategic Planning, Leadership, Business Development, Career Counseling, Professional Mentoring, Campaign Management, Recruiting, Project Management, Retention Strategies, Organizational..., Marketing Strategy, Program Development, Management, Event Management, Corporate Events, Corporate Finance, Financial Analysis, Financial Modeling, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Customer Service, Analysis
Education
Brigham Young University 1982 — 1984
Master's of Business Administration
Charles Schwab 2012 - Present
Social Finance (SoFi) 2012 - 2012
Sun Life Financial 1993 - 2011
Arthur Andersen & Co. September 1990 - May 1993
Skills
Trading, Portfolio Management, Fixed Income Analysis, Fixed Income, Investments, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Bloomberg, Investment Management, Mutual Funds, Investment Strategies, Securities, Series 7, Bonds, Finance
Education
Boston University - School of Management 1990 — 1991
MBA, Business
Colby College
Bachelors degree, Business & Math
Laguna Blanca School
NatureBridge 2014 - Present
Wells Fargo 2010 - 2013
Novartis Vaccines and Diagnostics 2007 - 2009
Novartis CIBAVision 2003 - 2007
Allconnect 2001 - 2003
Powertel Wireless January 1997 - November 2001
Kalmar AC, Inc. January 1994 - December 1997
Crescent Airways Corp April 1991 - December 1993
BDO Seidman December 1988 - March 1991
Arthur Andersen & Co. June 1986 - November 1988
Skills
Organization &..., Project Management, SOX 404 and Internal..., Business Process..., Team Management and..., Cross-functional Team..., Accounting
Education
Bob Jones University 1982 — 1986
Bachelor of Science (B.S.), Accounting, GPA 3.8
Hess Corporation October 2011 - Present
CCA October 2009 - June 2011
Citigroup January 2004 - December 2007
PricewaterhouseCoopers January 2000 - May 2001
Arthur Andersen & Co. June 1998 - December 1999
Mercer July 1997 - May 1998
A. Foster Higgins October 1992 - June 1997
Towers Perrin November 1989 - October 1992
The Wyatt Company June 1985 - October 1989
Citicorp October 1982 - May 1985
Skills
Public Relations, Performance Management, Building Relationships, Leadership, Corporate Branding, Strategy, Talent Management, Human Resources, Management, Divestitures, Team Building, Crisis Communications, Public Speaking, Policy, Consulting, Program Management, Nonprofits, Management Consulting, Deferred Compensation, Employer Branding, Marketing, Research, Strategic Communications
Education
Brandeis University
BA
High School of Music & Art
NY State Regent's Diploma and Music Certificate
Northeastern University
BRASSWOLFE CAPITAL GROUP 2012 - Present
Laurus Capital Managment 2004 - 2012
Portfolio Solution 2002 - 2004
Heller Financial 1999 - 2002
EY 1997 - 1999
Arthur Andersen & Co. 1994 - 1997
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Strategy
Boston University
Bachelor's Degree, Accounting and Philosophy
The London School of Economics and Political Science (LSE)
Economics and International Stategy
G-SIB May 2014 - Present
Carnegie Mellon University 2002 - Present
BNP Paribas Bank of the West April 2011 - May 2014
KPMG January 2007 - March 2011
IBM March 2004 - December 2006
Point Tiburon Group January 2002 - February 2004
Intertrust Technologies Corporation January 2000 - January 2002
PwC January 1999 - December 2000
Arthur Andersen & Co. January 1997 - December 1998
Time Warner Inc. Counsel Connect California 1993 - 1996
Skills
Enterprise Risk..., Operational Risk..., Basel II, Business Continuity, Computer Security, Security, digital rights..., Data Privacy, Privacy Law, CyberLaw, Social Networking, Internet Law, Outsourcing, Risk Management, Compliance, Venture Capital, New Venture Development, Business Strategy, Vendor Management, Strategy Development, Financial Risk..., Management Consulting, Online Fraud, French, German, Hebrew, Cards, Information Security, Business Intelligence, Risk Process Design /..., Risk Operating Model, Payments, Electronic Banking, Risk Target Operating..., Dodd-Frank Act Stress..., Stress Testing, Scenario Analysis, Strategy, Financial Risk, Banking, Big Data, Governance, Start-ups, Program Management, Enterprise Software, Leadership, Derivatives, Information Technology, Financial Services, Executive Management
Education
University of California, Los Angeles - School of Law
Juris Doctor, Law
Boston College
BA, summa cum laude; Rhodes Scholarship nominee
London School of Economics and Political Science
General Course
University of Pennsylvania - The Wharton School
Executive Education
WUJS Arad Institute
Northfield Mt. Hermon School
CEMEX June 2015 - Present
World Education Group March 2013 - August 2015
AFLAC and other insurance companies September 2002 - June 2013
Spike Broadband Systems January 1999 - September 2001
The Yankee Group December 1996 - January 1999
World Research Group January 1995 - January 1997
Array Technologies, Inc. 1993 - 1994
Spear, Leeds and Kellogg June 1990 - January 1992
Arthur Andersen & Co. May 1989 - May 1990
Skills
Business Process..., Sales Management, Staff Development, Program Development, Business Development, Marketing Strategy, Sales, Latin American Business, Innovation Development, Sales Management..., Market Research, Public Speaking, Teaching Adults, Sales Prospecting, Project Management, Business Coaching, International Business...
Education
The University of New Mexico 1992 — 1994
Master of Business Administration (MBA) and MA, International Business and Latin America Studies
State University of New York at Binghamton 1985 — 1989
Bachelor's degree, Accounting and Business/Management
Sonesta Hotels February 2012 - February 2015
Sonesta Hotels February 2012 - January 2015
Reit Management & Research LLC September 2003 - February 2012
Ian Schrager Hotels 1995 - 2003
Hospitality Properties Trust 1995 - 2003
Omni Hotels 1982 - 1993
Arthur Andersen & Co. 1967 - 1982
Skills
Hospitality, Forecasting, Hotels, Hospitality Industry, Hospitality Management, Budgets, Revenue Analysis, Asset Managment, Managerial Finance, Restaurants, Contract Negotiation, Financial Analysis, Team Building, Food & Beverage, Strategic Planning, Due Diligence, Accounting, Business Strategy, Auditing, Tourism, Yield Management, Hotel Management, Asset Management, Income Statement, Management, Resorts
Education
Boston University Questrom School of Business 1963 — 1967
BS, Business Administration
Boston College High School
Diploma
S&P Dow Jones Indices May 2015 - Present
McGraw Hill Financial March 2007 - April 2015
Symbol Technologies December 2003 - March 2007
KPMG November 2001 - December 2003
Grant Thornton LLP June 2001 - October 2001
Arthur Andersen & Co. September 1994 - June 2001
Skills
Finance Transformation, SEC reporting, Internal Controls, Internal Reporting, Business Process..., Technical Accounting, Mergers, Acquisition Integration, Business Acquisition, Divestitures, Spin-offs, SEC filings, Managerial Finance, Internal Audit, Auditing, Financial Accounting, Restructuring, Finance System..., US GAAP, Financial Analysis, Financial Audits, Financial Modeling, Business Valuation, Sarbanes-Oxley Act, Outsourcing, Finance, Variance Analysis, Corporate Finance, Forecasting, Due Diligence, Working Capital..., Revenue Recognition, Consolidation, Sarbanes-Oxley, Executive Management, Enterprise Risk..., Mergers, Accounting, SEC Filings, Mergers & Acquisitions
Education
Binghamton University - School of Management 1995 — 1997
BS, Accounting
Mercury Systems March 2012 - September 2014
SeaChange International March 2006 - March 2012
AMSC March 2003 - March 2006
Axcelis Technologies January 2000 - March 2003
United Technologies 1989 - 2000
Arthur Andersen & Co. 1983 - 1987
Skills
CFOs, Financial Planning, Capital Markets, Mergers & Acquisitions, Financial Accounting, Working Capital..., IPO, Business Strategy, Foreign Exchange, International Business, Financial Analysis, Cost Management, Cash Management, Corporate Tax Planning, Investor Relations, Software, Treasury Management, Internal Controls
Education
University of Virginia Darden School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
S&D Coffee & Tea October 2001 - Present
Arthur Andersen & Co. June 1998 - October 2001
Geneva Corporation April 1995 - April 1998
Dixon, Odom & Co (now Dixon Hughes) July 1984 - April 1995
Skills
Forecasting, New Business Development, Cross-functional Team..., Marketing Strategy, Sales Management, Budgets, P&L, Management, Financial Reporting, Negotiation
Education
University of North Carolina at Chapel Hill 1982 — 1984
Bachelor of Science (BS), Business Administration-Concentration in Accounting
Brevard College 1980 — 1982
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Zoetis September 2014 - Present
Warner Chilcott April 2005 - November 2013
MedPointe Pharmaceuticals May 2001 - March 2005
Warner Chilcott January 1998 - April 2001
Dominion Income Management November 1995 - December 1997
Cornerstone Equity Investors September 1989 - June 1995
Oppenheimer & Co. September 1987 - September 1989
Continental Bank June 1983 - September 1987
Arthur Andersen & Co. June 1977 - May 1981
Skills
Financial Analysis, Mergers, Investments, Due Diligence, Business Planning, Financial Reporting, Business Development, Business Strategy, Forecasting, Portfolio Management, Finance, Strategic Planning, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA, Finance
Boston College 1973 — 1977
BS, Accounting / Finance
L3 Fitness November 2012 - Present
'Self-Employed' October 2008 - October 2012
USA Networks - Corporate September 1998 - May 2001
Oberon Software September 1996 - June 1998
USA Networks September 1994 - August 1996
Goldman Sachs September 1993 - August 1994
Arthur Andersen & Co. August 1991 - August 1993
Skills
Event Planning, Strategic Planning, Event Management, Social Media, Mergers & Acquisitions, Personal Training, Coaching, Entrepreneurship, Management, Marketing, Marketing Strategy, Teaching, Fitness, Social Media Marketing, Sales
Education
State University of New York at Binghamton 1987 — 1991
Bachelor's Degree, Accounting and Finance
East Islip High School
Nu Skin Enterprises December 1992 - Present
PwC July 1988 - December 1992
Arthur Andersen & Co. April 1983 - June 1988
Skills
International Tax, SEC filings, Sarbanes-Oxley Act, Tax
Education
Brigham Young University 1978 — 1983
Macc, Tax
Terry, Price & Wunderli, CPAs October 2013 - Present
Southam and Associates July 2012 - September 2013
Gold Medallion Companies April 1994 - September 2011
Arthur Andersen & Co. January 1988 - December 1993
Skills
Real Estate Development, Construction, Financial Analysis, Customer Service, Managerial Finance, Microsoft Office, Microsoft Excel, Strategic Planning, Asset Managment, Microsoft Word, Accounting, Budgets, Sales Management, Accounts Payable, Analysis, Asset Management, Auditing, Business Development, Business Planning, Business Strategy, CPA, Construction Management, Contract Management, Contract Negotiation, Credit, Due Diligence, Executive Management, Finance, Financial Modeling, Financial Planners, Financial Reporting, Investments, Leadership, Management, Negotiation, New Business Development, Operations Management, Outlook, Process Improvement, Procurement, Project Management, Project Planning, Purchasing, Real Estate, Residential Homes, Risk Management, Strategic Financial..., Tax, Team Building
Education
Brigham Young University 1984 — 1987
Masters, Accounting - Taxation Emphasis
Ricks College 1981 — 1984
Associates, General
Calkain Companies July 2011 - Present
Goodwin Partners, LLP January 2010 - June 2011
REF Advisory, LLC 2004 - December 2009
General Investment & Development Co. January 1992 - December 2001
Cabot, Cabot & Forbes December 1980 - December 1991
Arthur Andersen & Co. 1975 - 1980
Skills
Disposition, Real Estate, Property Management, Financial Analysis, Due Diligence, Valuation, Investments, Brokerage, Real Estate Development, Leases, Asset Management, Real Estate Economics, Commercial Real Estate, Dispositions
Education
Boston University Questrom School of Business 1970 — 1974
BS in BA, Accounting
Boston University - School of Management
MBA
Acerta Pharma B.V. March 2015 - Present
Cintas Corporation (Cleanway Division) June 2010 - March 2015
Cleanway Industries, Inc (acquired by Cintas 6/2010) December 2006 - June 2010
Direct Marketing Advertising Distributors August 1997 - December 2006
Insite Strategies May 1995 - July 1997
Plaid Clothing Group May 1994 - August 1996
Arthur Andersen - Operational Consulting Division June 1992 - May 1994
Arthur Andersen & Co. September 1990 - June 1992
Skills
Strategy, Accounting, Forecasting, Financial Analysis, Leadership, Business Process..., Finance, Marketing, Due Diligence, Entrepreneurship, Business Process, Human Resources, Budgets, P&L, Contract Negotiation, Operations Management, Strategic Planning, Income Statement, Sales Management, Team Building, New Business Development, Account Management
Education
Binghamton University - School of Management 1986 — 1990
B.S., Accounting
ISBAN US March 2014 - Present
Citizens Bank March 2012 - December 2013
Autopart International 2005 - 2011
Pro-Link, Inc. 2000 - 2005
Fleet Bank 1997 - 2000
Stant Corporation 1992 - 1997
Ernst & Young 1987 - 1992
Arthur Andersen & Co. 1982 - 1987
Skills
Certified Public..., Certified Project..., Technology Columnist -..., Finance Committee -..., School Budget Committee..., Project Management, E-commerce, Team Leadership, Management, Inventory Management, Networking, Operations Management, ERP, Team Building, Change Management, Cross-functional Team..., Leadership, Program Management, Training, Customer Service, New Business Development, Business Analysis, Process Improvement
Education
Boston College 1980 — 1982
Bachelor of Science, Business Administration
Gail M. Reid Consulting 2012 - Present
gailM.REID.com 2010 - Present
The Complete Idiot's Guide to Low-Cost Startups May 2009 - August 2009
Gail Margolies Reid, CPA, PC 1987 - 2008
Arthur Andersen & Co. January 1984 - December 1986
Arthur Andersen & Co. May 1983 - January 1984
Skills
Conference Speaking, Teaching, Management Consulting, Business Planning, Entrepreneur, Accounting, Financial Coaching, Workshop Leader, Startup Coaching, Published Author, Entrepreneurship, Coaching, Leadership, Social Media, Public Speaking, Event Management, Event Planning, Start-ups, New Business Development, Small Business, Strategic Planning, Finance, Consulting, Strategy, Leadership Development, Training, Marketing, Project Planning, Business Strategy, Organizational..., Social Networking, Business Development, Team Building, Negotiation, Change Management, Nonprofits, Program Management, Mergers & Acquisitions
Education
Georgia State University 1981 — 1982
Courses, Accounting and Tax
Brandeis University 1973 — 1977
Bachelor of Arts, Sociology
Bob Jones University May 2013 - Present
Aldersgate United Methodist Retirement Community August 2010 - May 2013
AvMed Health Plans August 1987 - July 2010
Arthur Andersen & Co. April 1982 - August 1987
Education
University of Florida 1994 — 1996
MBA, FINANCE
Bob Jones University 1978 — 1982
BS, Accounting
New York Life February 2008 - Present
UC San Francisco Medical Center 1990 - 2000
University of California, San Francisco 1990 - 2000
Legacy Partners 1985 - 1990
Arthur Andersen & Co. 1980 - 1985
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
MBA, Accounting
Brandeis University 1973 — 1977
B.A., Economics
Capital Electric Cooperative February 2007 - Present
BNC National Bank 2004 - 2007
iNet Technologies 1999 - 2003
Charles Bailly & Company - CPAS 1990 - 1995
Arthur Andersen & Co. 1986 - 1990
Skills
Finance, Sales, Tax, Strategic Planning, Banking, Public Relations, Event Planning, Strategic Communications, Social Media, Public Speaking, Leadership, Nonprofits, Marketing Communications, Media Relations, Budgets, Customer Service, Financial Analysis, Management, Marketing, Internal Communications, Account Management, New Business Development, Corporate Communications, Editing, Fundraising, Business Communications, Project Management, Change Management, Facebook, Press Releases, Energy, Newsletters
Education
The University of North Dakota 1984 — 1986
Bachelor of Arts, Accounting
Bismarck State College 1982 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
Medtronic August 2010 - Present
IRS 2004 - 2010
Biogen Idec 2001 - 2004
Arthur Andersen & Co. 1998 - 2001
Skills
Tax Audit Representation, Corporate Tax, Tax Research, CPA, Tax, GAAP, Fixed Assets, General Ledger, Sarbanes-Oxley, Financial Statements, Use Tax, Auditing, Internal Controls, Revenue Recognition, Accruals, Consolidation, Financial Reporting, Variance Analysis, Big 4
Education
Bentley University 1999 — 2004
Master's degree, Taxation
Bentley University 1994 — 1998
Bachelor's degree, Accounting
SW WealthCare Services, LLC October 2008 - Present
Mesa Arts Center Foundation 2007 - June 2013
Northern Trust 2006 - 2008
Northern Trust 2005 - 2006
Northern Trust 2004 - 2005
Fleet Capital February 1996 - May 2004
Desper Products and Spatializer Audio Laboratories October 1994 - February 1996
Arthur Andersen & Co. June 1991 - October 1994
Skills
Banking, Private Equity, Debt, Loan Syndication, Private Banking, Financial Modeling, Cash Flow Lending, Asset Based Lending, Comprehensive Wealth..., Personal Financial..., Value Based Planning, Mind Mapping, Strategic Financial..., Accounting, Financial Analysis, Vision, Building Relationships, Change Management, Leadership, Personal Budgeting, Corporate Budgeting, Deal Maker, Motivator, Empathy, Consulting, Coaching, Non-profit..., Trusted Advisor, Estate Planning, Motivation, Business Development, Budgets, Credit, Deal Execution, Investment Advisory, Mergers & Acquisitions, Wealth Management..., Syndications, Loans, Due Diligence, Portfolio Management, Asset Allocation, Underwriting, Mutual Funds, Investments, Asset Management, Retirement Planning, Alternative Investments, Investment Management, Investment Strategies
Education
Brigham Young University 1984 — 1991
BS, Accounting/Business
TripAdvisor 2014 - Present
Hologic, Inc. 2012 - 2014
Hologic, Inc. (formerly Cytyc Corporation) 2004 - 2011
Tax Consultant 2002 - 2004
Thermo Electron 1997 - 2002
Banyan 1991 - 1997
Arthur Andersen & Co. 1989 - 1991
Skills
International Tax, Strategic Planning, Leadership, Tax, Sarbanes-Oxley Act, Budgets, Mergers & Acquisitions, Cost Accounting, Risk Management, Strategy, Corporate Tax, Tax Accounting
Education
Bentley College
Master's degree, Taxation
Bentley College
Master of Business Administration (MBA), Business Administration and Management, General
Suffolk University
Bachelor's degree, Accounting
Cynthia Mattson CPA 1982 - Present
Weber State University September 1982 - May 1984
Arthur Andersen & Co. June 1979 - August 1982
Skills
Dental Practice..., Dental Practice..., Dental Tax & Accounting..., Accounting
Education
Brigham Young University 1974 — 1979
MAcc, Audit
Nuyen, Tomtishen and Aoun, P.C. April 2004 - Present
Wright Penning & Beamer November 1991 - February 2004
Arthur Andersen & Co. 1984 - 1988
Skills
Microsoft Office, TimeSlips, Adobe Acrobat, Workshare, HotDocs, Worldox, OmniPage, iTunes
Education
Western Illinois University 1981 — 1983
BB, Administrative Office Management
Bryan College
Premiere Global Services February 2009 - Present
ChoicePoint, Inc. 1997 - 2009
ChoicePoint, a LexisNexis Company 1997 - 2008
Arthur Andersen & Co. 1982 - 1990
Skills
Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Process Improvement, Strategy, Managerial Finance, Business Process..., Accounting, Business Strategy, Forecasting, SEC filings, Mergers, Financial Modeling, Management, Strategic Partnerships, Due Diligence, Leadership, Cloud Computing, Acquisition Integration, Telecommunications, Enterprise Software, US GAAP, Change Management, Strategic Planning, Sarbanes-Oxley, SaaS
Education
Bob Jones University 1978 — 1982
BS Degree, Accounting
Harlan Laboratories, Inc. December 2014 - Present
Resources Global Professionals October 2013 - December 2014
BCforward January 2011 - July 2012
Conseco, Inc. July 1991 - April 2010
General Acceptance Corporation January 1998 - January 2000
Arthur Andersen & Co. January 1985 - January 1991
Skills
Accounting, Governance, Account Reconciliation, Mergers, Business Analysis, Strategic Planning, Financial Reporting, Financial Analysis, Budgets, Strategic Financial..., Consolidation, Strategy, Insurance, Business Planning, Leadership, Analysis, Project Planning, Tax, Banking, Auditing, Financial Audits, Cash Flow, Business Process..., Due Diligence, Finance, Risk Management, Investments, Sarbanes-Oxley Act, Process Improvement, Mergers & Acquisitions, Operations Management, Change Management, Financial Modeling, Forecasting, Internal Controls, Managerial Finance, GAAP, SEC filings, Management, US GAAP, Cash Management, Hyperion Enterprise, PeopleSoft, Internal Audit, CPA, Treasury, Management Consulting, Corporate Finance, Financial Accounting, Sarbanes-Oxley
Education
Butler University 1981 — 1985
Bachelor of Science, Accounting
Winston Products LLC January 2012 - Present
Cohen & Company 2010 - 2012
ProfitAbility Accounting, Inc. February 2009 - October 2010
Workflow.com 2007 - 2009
Arthur Andersen & Co. 1998 - 1999
Medimetrix Group 1995 - 1998
Arthur Andersen & Co. 1993 - 1995
Skills
Financial Reporting, CPA, GAAP, Accounting, Leadership, Finance, Mergers & Acquisitions, Account Reconciliation, Budgets, Financial Analysis, Tax, Internal Controls, Cost Accounting, Small Business, US GAAP, Financial Accounting, Corporate Tax, Auditing
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting, Summa Cum Laude
Westlake High School 1985 — 1989
Repligen Corporation September 2015 - Present
RainDance Technologies August 2014 - Present
ReWalk Robotics Ltd. July 2014 - Present
Hologic, Inc. October 1988 - May 2014
Metallon Engineered Materials Co. June 1986 - September 1988
Arthur Andersen & Co. August 1981 - August 1984
Skills
Finance, Executive Management, Start-ups, Financial Reporting, Auditing, Mergers & Acquisitions, Forecasting, Financial Modeling, Restructuring, Due Diligence, Managerial Finance, CPA, Venture Capital, Financial Analysis, Financial Planning, Medical Devices, Cross-functional Team...
Education
Bentley University 1988 — 1993
Master of Science (MSA), Taxation
Harvard Business School 1984 — 1986
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Team Novo Nordisk November 2012 - Present
Community One Associates December 2011 - August 2012
Various Mortgage Companies February 2005 - December 2011
Maxwell Properties Inc. February 2001 - January 2005
The Watermarke Companies September 1996 - January 2001
Havertys Furniture September 1992 - September 1996
Gifford, Hillegass & Ingwersen, LLP January 1989 - September 1992
Arthur Andersen & Co. June 1984 - August 1988
Education
Bob Jones University
Bachelor of Science (BS), Accounting
Cedarville University
Bloomfield CFO, PLLC March 2000 - Present
M5 Partners LLC 2010 - 2013
Grossman Company Properties June 1987 - June 1996
Arthur Andersen & Co. September 1981 - June 1987
Skills
Estate Planning, Asset Protection, Income Tax Planning, Insurance, High Net Worth..., Tax, Accounting, LLC, Income Tax, Business Planning, Trusts, Tax Compliance, Financial Planning, Business Radio Show Host, Business, Strategic Financial..., Fixed Annuities, Small Business, Retirement Planning, Retirement, Tax Preparation, Financial Planners, Risk Management, Estate Tax Planning, Partnership Taxation, Tax Accounting, Tax Returns, Corporate Tax, Forensic Accounting
Education
Brigham Young University 1980 — 1981
Masters of Accountancy (MACC)- Tax Emphasis, Taxation/Accounting
Brigham Young University 1977 — 1980
BS, Accounting
Sheppard/Wood Distributors July 2012 - Present
City of Greenleaf October 2006 - January 2014
GG Publications Inc. January 2011 - October 2012
Arthur Andersen & Co. July 1985 - January 1992
Skills
GAAP, Financial Reporting, General Ledger, Financial Accounting, Microsoft Excel, QuickBooks, Income Tax, Bookkeeping, Tax, Cash Flow, Auditing, Internal Controls, Accounting, Tax Preparation
Education
Boise State University 1983 — 1985
Bachelor, Accounting
University of Idaho 1981 — 1983
Accounting
Meridian High School 1978 — 1981
HBC Oakville March 2011 - Present
HBC Oakville January 2010 - March 2011
ARI Financial Services Inc. February 2005 - October 2009
ARI Financial Services Inc. 2000 - 2005
ARI Financial Services Inc. 1995 - 1999
CA&F 1994 - 1995
Arthur Andersen & Co. 1991 - 1993
Skills
Leadership, Leadership Development, Strategic Planning, Crisis Management, Process Improvement, Forecasting, Negotiation, Team Building, Customer Service, Training, Executive Management, Financial Analysis, Coaching, Management, Cross-functional Team..., Finance, Managerial Finance, Accounting, Human Resources, Employee Benefits, Budgets, Change Management, Internal Controls, Operations Management
Education
Liberty University 2010 — 2015
MBA, Leadership
Bob Jones University 1987 — 1991
BSc, Accounting
Red Mountain Bookkeeping LLC December 2009 - Present
NextCare Urgent Care October 2008 - February 2009
David L DiPietro, CPA 1986 - August 2008
Prestige Homecare Corp. December 2005 - December 2006
Conservation Services Group 1998 - 2004
Geac 1996 - 1998
Tranti Systems, Inc. 1982 - 1986
Arthur Andersen & Co. 1978 - 1982
Skills
Accounting, Budgets, Small Business, Forecasting, Finance, Leadership, Management, Analysis, Auditing, Bookkeeping, Executive Management, Strategic Financial..., Financial Statements, Cash Flow, Accounts Receivable, Internal Controls, Business Process..., Operations Management, Business Planning, Start-ups, Strategic Planning, CRM, Cash Management, Account Reconciliation, Financial Reporting, Financial Analysis, Managerial Finance, Time Management, Process Improvement, Financial Accounting, New Business Development, General Ledger, Mergers & Acquisitions, Financial Modeling, Business, Entrepreneurship, QuickBooks, Accounts Payable, Management Consulting, Financial Planning
Education
Bentley University 1977 — 1978
MS, Accounting
Northeastern University 1967 — 1971
BS, Electrical Engineering
Leib Advisors, LLC June 1999 - Present
Arthur Andersen & Co. June 1977 - May 1999
Skills
Sports, Sports Marketing, Sports Management, Baseball, Tax, Football, Event Management, Sponsorship Sales, Fundraising
Education
Boston University School of Law 1976 — 1977
Master's Degree, Tax Law/Taxation, LL.M Masters of Law in Taxation
University of La Verne 1973 — 1976
JD, Law
University of Wisconsin-Madison - School of Business 1969 — 1973
BBA, Business Administration
NAS Recruitment Innovation May 2014 - Present
Ridolfi & Associates May 2010 - April 2014
SPS Partners LLC 2006 - April 2014
Decker Forklifts 2012 - 2013
GALLO February 2011 - June 2012
NowDiningDeals.com 2009 - 2011
American Environmental Group Ltd 2002 - 2006
BDS Financial Services 2001 - 2002
America's Body Company, Inc. 1998 - 2001
Arthur Andersen & Co. 1977 - 1980
Skills
Strategic Planning, Financial Reporting, Divestitures, Finance, Acquisitions, Negotiation, Entrepreneurship, Leadership, Banking Relationships, CPA, Mergers, Mergers & Acquisitions, Management, Sales, Small Business, Account Management, Financial Analysis, Accounting, Start-ups, Leadership Development, Variance Analysis, New Business Development, Budgets, Private Equity, Process Improvement
Education
Bowling Green State University 1973 — 1977
BS/BA, Accounting
Westlake High School 1970 — 1973
TechFW August 2006 - Present
University of Dallas August 2006 - May 2012
Neos Therapeutics November 1994 - April 2006
Kenmont Laboratories, Inc. January 1994 - November 1994
Arthur Andersen & Co. February 1976 - December 1993
Skills
Community Service, Strategic Planning, Non-profits, Community Outreach, Fundraising, Start-ups, Entrepreneurship, Leadership, Nonprofits, Strategy, Public Speaking, Small Business, Business Planning, Marketing Strategy, Business Development, Leadership Development, Management Consulting, Business Strategy, Grant Writing, Team Building, Public Relations, Social Media Marketing, Training, Organizational..., Program Management, Project Management, Strategic Communications, Event Planning, Management, Marketing, Coaching, Executive Management, New Business Development, Executive Coaching, Staff Development, Budgets, Strategic Partnerships, Analysis, Negotiation, Finance, Mergers, Operations Management
Education
Boston University 2011 — 2011
Certificate
The University of Chicago Booth School of Business 1976 — 1978
MBA
DePauw University 1972 — 1976
BA
Seymour High School 1968 — 1972
Quercus Canyon Managment, LLC Assistant ControllerUS Renewables GroupDecember 2005 - September 2015
CNM, LLP January 2004 - March 2006
ValleyCrest Companies October 2001 - December 2003
Archive Inc July 2000 - September 2001
Arthur Andersen & Co. September 1997 - July 2000
Skills
Due Diligence, Financial Analysis, Private Equity, Valuation, Start-ups, Corporate Finance, Venture Capital, Project Finance, Investments, Asset Management, GAAP, US GAAP, Human Resources
Education
Brigham Young University 1994 — 1997
Bachelor of Applied Science (BASc), Accounting
Utah Valley University 1992 — 1994
Dambrie Garon RE Experts at RE/MAX By The Bay 2013 - Present
Jackson June 2008 - January 2009
Independent Contractor July 2006 - June 2008
Nelnet June 2005 - June 2006
Nelnet December 2003 - June 2005
Nelnet August 2002 - December 2003
Arthur Andersen & Co. July 1999 - July 2002
Skills
Management, IT Strategy, IT & Business Strategy..., Problem Solving, Critical Thinking, Communication, Leadership, Decision Making, Maximizer, Analytical Skills
Education
Bentley University 1996 — 2000
Bachelor of Science (B.S.), Accounting Information Systems
Aruba Networks February 2015 - Present
Aruba Networks December 2012 - January 2015
Eli Lilly April 2011 - November 2012
Abtran May 2007 - April 2011
Johnson & Johnson June 2003 - May 2007
MagicNet Ltd. 1999 - 2001
Arthur Andersen & Co. November 1997 - 1999
Mitsubishi Corporation 1995 - 1997
Skills
Process Improvement, Business Process..., Change Management, Business Analysis, Program Management, Project Management, Business Strategy, Outsourcing, Strategic Planning, Performance Management, Cross-functional Team..., Management Consulting, Team Leadership, Operations Management, Business Intelligence, Project Planning, SAP, Forecasting, Analysis, Sales Operations, Strategy, Leadership, CRM, Management, Team Management
Education
University College Cork 2009 — 2012
Doctor of Business Administration, Business Economics
Boston College 2010 — 2010
Executive Program, Corporate Social Responsibility
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, General Management
University College Cork 1991 — 1995
BSc, Computer Science
North Monastery CBS 1980 — 1991
New York Life Securities LLC February 2008 - Present
New York Life Insurance Company February 2008 - Present
Aerenson Glaser Capital 2000 - 2007
University of California San Francisco 1990 - 2000
Lincoln Property Company 1985 - 1990
Arthur Andersen & Co. 1979 - 1985
Skills
Licensed Life and..., Sales Management, Customer Service, Research, Strategic Planning, Marketing, Leadership, Securities, Disability Insurance, Retirement Planning, Long-term Care, 401k Rollovers
Education
University of Massachusetts, Amherst 1977 — 1979
MBA Finance & Accounting, Accounting and Finance
Brandeis University 1973 — 1977
Bachelor's Degree, Economics, Economics
Framingham North/South High School 1969 — 1973
McCormick & Co. January 2013 - September 2015
McCormick & Co., Inc. March 2009 - January 2013
McCormick & Co., Inc. May 2005 - March 2009
McCormick & Co., Inc. May 2000 - May 2005
McCormick & Co., Inc. July 1996 - May 2000
Merry-Go-Round Enterprises, Inc. May 1994 - January 1996
Merry-Go-Round Enterprises, Inc. April 1993 - May 1994
Arthur Andersen & Co. June 1989 - April 1993
Arthur Andersen & Co. June 1986 - June 1989
Arthur Andersen & Co. June 1983 - June 1986
Skills
Forecasting, Financial Analysis, Acquisition Integration, Financial Modeling, Consumer Products, Cross-functional Team..., P&L Management, Mergers & Acquisitions, Managerial Finance, Financial Reporting, Strategic Financial..., Income Statement, Retail, Packaging, Strategy development, Strategy execution..., Balanced Scorecard, Strategy
Education
Loyola College in Maryland 1985 — 1988
Master of Science, Finance, Summa Cum Laude
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Self Employed Grandfather September 2015 - Present
TransUnion July 2010 - September 2015
Ziplocal formerly PDC Pages 2008 - August 2010
Dell Computers 1998 - 2008
Eastman Kodak Company 1986 - 1998
Arthur Andersen & Co. 1982 - 1984
Skills
Forecasting, Finance, Mergers & Acquisitions, Accounting, Strategic Financial..., Financial Analysis, Leadership, Financial Reporting, Treasury, International Business, Business Process..., Multi-Site Operations, Business Integration, Strategy Development, Trusted Business Partner, Management, Process Improvement
Education
Brigham Young University 1984 — 1986
MBA, International Finance
University of Utah 1977 — 1982
Bachelor of Arts, Accounting
Stevens Lyon & Hagerty CPAs June 2002 - Present
Arthur Andersen & Co. June 1993 - May 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Tax, Financial Accounting, Microsoft Office, Budgets, QuickBooks, Corporate Tax, Financial Statements, Small Business, Sarbanes-Oxley Act, Finance, Income Tax
Education
Brigham Young University 1988 — 2003
Masters of Accounting
Southern California Edison April 2013 - Present
Southern California Edison September 2009 - March 2013
Southern California Edison January 2008 - September 2009
Southern California Edison April 2006 - December 2007
Southern California Edison January 1997 - April 2006
Southern California Edison May 1995 - December 1997
Sony Pictures Entertainment January 1994 - April 1995
Arthur Andersen & Co. January 1991 - January 1994
Skills
Strategic Planning, Program Management..., Program Management, Finance and Accounting, Business Process..., Business Process..., Energy Efficiency..., Electric Utility, Business Cases, CRM, SAP, Customer Service, Demand Side Management..., General Rate Case (GRC), Energy Efficiency, PMO, PMP, Business Analysis, Project Portfolio..., Strategy, ERP, Cross-functional Team..., Product Management, Forecasting, Budgets, Smart Metering, Demand Response, MS Project, Smart Grid, Energy Management, Energy, Energy Policy, Electric Power, Governance, Project Management, Business Transformation, Business Case, Microsoft Project, Business Process, Process Improvement, Project Planning
Education
University of California, San Diego - The Rady School of Management 2014 — 2014
ELEVATE series, Innovative and Strategic Leadership Certification
California State Polytechnic University-Pomona 1997 — 1998
Master of Business Administration (MBA), (Coursework completed towards program)
University of California, Los Angeles 1987 — 1990
Bachelor of Arts (B.A.), Economics/Business
Denney & Company September 1993 - Present
Arthur Andersen & Co. July 1986 - January 1988
Skills
Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Corporate Tax, GAAP, CPA, Income Tax, Internal Controls, Financial Accounting, General Ledger, QuickBooks, US GAAP, Tax Returns
Education
Brigham Young University - Idaho
Associate's degree, Accounting and Finance
Idaho State University
Accounting
Utah Division of Oil, Gas and Mining March 2014 - Present
Duchesne County School District January 2008 - Present
Moon Ranch, LLC July 1999 - Present
Arthur Andersen & Co. 1994 - 1999
Skills
Agriculture, Ranch, Beef, Small Business, Beef Cattle, Cattle, Oil & Gas, Income Tax
Education
Brigham Young University 1988 — 1994
Masters of Accountancy, Taxation
American School In Japan 1985 — 1986
Tabiona High School 1982 — 1986
Ascent Venture Partners March 1998 - Present
Norwest Venture Partners August 1995 - March 1998
Arthur Andersen & Co. June 1993 - July 1995
Education
Boston University Questrom School of Business 1993 — 1994
MBA
Hamilton College 1989 — 1993
BA, Economics
The London School of Economics and Political Science (LSE) 1991 — 1992
General Course
Phillips Exeter Academy 1988 — 1989
PG
Archbishop Hoban High School August 2005 - Present
JASKK, Inc February 1995 - August 2002
Arthur Andersen & Co. August 1981 - October 1982
Skills
QuickBooks, Excel, Microsoft Office 2007, Google Docs, Payroll Processing, Payroll Taxes, Financial Accounting, Payroll, Microsoft Excel
Education
Kent State University 2000 — 2003
Masters of Arts in Teaching, Mathematics 7 - 12
Bowling Green State University 1977 — 1981
Bachelor of Science, Business Admin - Accounting
Sheboygan Area School District August 2013 - Present
The Pampered Chef 1995 - 2014
Northern Ozaukee School District 2006 - 2013
YMCA - Feith Family 1997 - 2004
Miller Brewing Company 1991 - 1995
Arthur Andersen & Co. 1985 - 1991
Skills
Training, Curriculum Development, Staff Development, Educational Leadership, Curriculum Design, Classroom, Educational Technology, Teaching, Instructional Design, Public Speaking, Teacher Training, K-12, Lesson Planning
Education
Concordia University - Mequon, WI 2004 — 2006
M.S. - Education
University of Illinois at Chicago 1982 — 1985
Bachelor's Degree, Business Administration and Management, General
Bradley University 1981 — 1982
Mother Theodore Guerin High School (River Grove, IL) 1977 — 1981
High School
State and Local Tax Consultants May 2002 - Present
Ernst & Young May 2000 - May 2002
PriceWaterhouseCoopers LLP May 1987 - May 2000
Pacific Enterprises Leasing Company May 1985 - April 1987
Arthur Andersen & Co. September 1981 - April 1985
Skills
Tax
Education
Boston University School of Law 1978 — 1981
J.D., Tax
Bernard M Baruch College City University of New York 1974 — 1978
B.B.A., Accounting
Aegerion Pharmaceuticals December 2014 - Present
Sensata Technologies May 2013 - December 2014
EMD Serono December 2007 - May 2013
Deloitte Tax LLP April 2007 - December 2007
BBA Aviation plc November 2004 - April 2007
Deloitte & Touche November 2001 - November 2004
Arthur Andersen & Co. September 1999 - November 2001
Skills
Corporate Tax, Tax Accounting, FAS109, IFRS, Accounting, Tax Research, Due Diligence, US GAAP, CPA, GAAP, Six Sigma, State Tax, Process Excellence, ASC 740, Mergers & Acquisitions, FIN 48, SEC filings, Sarbanes-Oxley Act, International Tax, Tax Compliance, Big 4, Research & Development..., Pharmaceutical Industry, Sales & Use Tax, Process Improvement, SAP, Oracle, Tax Consolidation, Internal Controls, Auditing, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2005
Masters, Taxation
Bentley University 1995 — 1999
Bachelors Degree, Accounting
Tecnau, Inc. November 1989 - Present
Xyvision Design Systems Inc. July 1988 - October 1989
Infocom June 1985 - July 1988
Arthur Andersen & Co. July 1980 - May 1985
Skills
Solution Selling, Manufacturing, Process Improvement, Strategic Partnerships, Auditing, Product Management, Finance, Human Resources, Cash Flow, Managerial Finance, Business Strategy, New Business Development, Management
Education
Boston College 1976 — 1980
BS, Accounting & Computer Science
Harris & Ford LLC November 2001 - Present
Arthur Andersen & Co. January 2000 - October 2001
Self Employed January 1997 - January 2000
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, Internal Controls, Microsoft Excel, Financial Accounting, Process Improvement, Financial Modeling, Managerial Finance, Team Building, Outlook, Microsoft Word, US GAAP, General Ledger, Account Reconciliation, Accounts Payable, Variance Analysis, Financial Statements, CPA, Finance, Financial Audits, Strategic Financial..., Bookkeeping, Analysis, Mergers, Business Planning, Strategic Planning, Accounts Receivable, Revenue Recognition, Fixed Assets, Management, Consolidation, Cash Flow, Cash Flow Forecasting, Accruals, Data Analysis, Forecasting, Auditing
Education
Butler University - College of Business Administration 1993 — 1997
BS, Accounting
Textron 2010 - Present
Textron 2008 - 2010
Textron 2005 - 2008
Textron 2002 - 2003
Textron 2001 - 2002
Textron 1998 - 2001
Textron 1997 - 1998
PAREXEL September 1996 - November 1997
Arthur Andersen & Co. 1993 - 1996
Skills
Accounting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Forecasting, Budgets, Six Sigma, Financial Modeling, Process Improvement, Essbase, Auditing, Hyperion Enterprise, US GAAP, Variance Analysis, Acquisition Integration, pension accounting, executive compensation..., CAS/FAR, Finance, Analysis, General Ledger, Financial Statements
Education
Boston University - School of Management 1989 — 1993
Bachelor of Science (B.S.), Business Administration with a concentration in Accounting
high school
high school
Pioneer Investments October 2009 - June 2015
Pioneer Investments January 2006 - September 2009
Pioneer Investments June 2005 - January 2006
MFS Investment Management December 2003 - June 2005
MFS Investment Management July 1998 - December 2003
Time Inc. March 1996 - July 1998
Time Warner Inc. November 1993 - March 1996
Arthur Andersen & Co. September 1990 - November 1993
Skills
Finance, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Investments, Equities, Due Diligence, Financial Services, Accounting, Mergers & Acquisitions, Risk Management, Financial Planning, Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance
College of the Holy Cross 1986 — 1990
BA, Economics / Accounting
Ridge High School 1982 — 1986
Halverson & Company, Inc. 1997 - Present
Chart House Restaurants, Inc. 1987 - 1997
Arthur Andersen & Co. August 1981 - July 1987
Education
Brigham Young University 1974 — 1981
Masters - MAcc, Accounting & Tax
Marietta Z. Courtney, CPA, MST February 2011 - Present
Gray, Gray & Gray December 2001 - July 2010
Arthur Andersen & Co. June 1997 - December 2001
Skills
Tax, Accounting, CPA, Small Business, Tax Advisory, Corporate Tax, Financial Accounting, Tax Law, Professional Services, Partnership Taxation, Tax Research, Income Tax, Tax Accounting, Tax Preparation, Trusts
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
Master of Science, Taxation
Boston College 1988 — 1992
Bachelor of Science, Accounting
Synergex International Corporation September 1988 - Present
STC Chicago July 2013 - Present
Sun-Times News Group October 2010 - June 2011
Dewar Information Systems Corporation September 1986 - June 1988
Little, Brown and Company January 1986 - May 1986
Arthur Andersen & Co. September 1984 - January 1986
Skills
Content Development, Content Management, Editing, Technical Writing, Manuals, FrameMaker, RoboHelp, User Documentation, Creative Nonfiction..., Online Help Development, Online Help, Single Sourcing, Technical Documentation, Software Documentation, Copy Editing, Instructional Design, Task Analysis, Technical Communication, Structured Authoring, SnagIt, Adobe Acrobat, Information Architecture, White Papers, Guides
Education
Boston University 1984 — 1986
MS, Mass Communication
Northwestern University 1981 — 1984
BA, English - Writing
Stanford University December 2010 - Present
Accenture September 1996 - February 2000
MacPherson's October 1994 - December 1996
Arthur Andersen & Co. September 1990 - September 1994
Arthur Andersen & Co. June 1990 - September 1991
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Finance and Accounting
Middlebury College 1986 — 1990
BA, International Politics and Economics, German
Bunker Hill Capital April 2010 - Present
BB&T Capital Markets October 2004 - March 2010
RBC Capital Markets 1997 - 2003
Tucker Anthony Incorporated 1997 - 2003
Arthur Andersen & Co. 1989 - 1993
Skills
Mergers, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Capital Markets, Corporate Development, M&A experience, Leveraged Finance, Private Placements, Divestitures, Business Valuation, Financial Analysis, Equities, Capital Raising, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Arizona 1987 — 1989
B.S., Finance and Accounting
Bowdoin College 1984 — 1987
Findlay Machine & Tool, Inc. 2003 - 2014
Kirk Energy Group LLC 2009 - 2013
Ernst & Young 2002 - 2003
Arthur Andersen & Co. 1997 - 2002
Skills
Management, Process Improvement, Manufacturing, Due Diligence, New Business Development, Strategic Planning, Business Strategy, Leadership, Team Leadership, Cross-functional Team..., Team Building, Operations Management, Inventory Management, Energy, Metal Fabrication, Machining, Electricians, Engineering, Private Equity, Income Statement, Budgets, Contract Negotiation, Customer Service
Education
Bucknell University 1992 — 1996
BSBA, Accounting
North Carroll 1988 — 1992
BFBA, LLP 2015 - Present
Zezoff Yuen & Co. CPAs 1994 - 2015
Doug Zezoff CPA 1990 - 1993
Arthur Andersen & Co. 1982 - 1990
Skills
CPA, Tax Preparation, Finance, Strategic Planning, Microsoft Excel, Budgets, Quickbooks, Income Tax, Corporate Tax, LLC Tax, Construction, Tax, Accounting, Financial Accounting, Mergers & Acquisitions, Strategic Financial..., Leadership, Contract Negotiation, Management, Financial Analysis, SEC filings, Start-ups, Corporate Finance, QuickBooks
Education
Cal Poly San Luis Obispo 1979 — 1982
BSBA, Accounting
BNY Mellon Wealth Management May 2015 - Present
U.S. Bank 2013 - May 2015
U.S. Trust 2007 - 2013
Citi 2004 - 2007
Credit Suisse 1998 - 2004
Arthur Andersen & Co. 1993 - 1996
Skills
Investment Management, Wealth Management, Private Banking, Trust Services, High Net Worth..., Finance, Investments, Banking, Private Equity, Strategy, Credit, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Boston College 1989 — 1993
BS, Accounting
St. John's High School 1985 — 1989
Shrewsbury, MA
Black Duck Software July 2014 - Present
GEIONS 2013 - Present
CommonAngels Ventures October 2014 - Present
Verdasys aka Digital Guardian February 2008 - June 2014
AT&T/Interwise January 2005 - January 2008
Excelergy August 2000 - October 2004
Vality Technology February 1997 - August 2000
Gensym Corporation September 1988 - February 1997
Arthur Andersen & Co. 1982 - September 1988
Skills
Strategic Partnerships, M&A experience, IPO, Acquisition Integration, Auditing, Mergers & Acquisitions, Leadership, Mergers, Enterprise Software, Venture Financing, SaaS, Professional Services, Corporate Finance, Integration, SEC filings, Start-ups, Cloud Computing, Treasury Management, International Operations, Divestitures, Business Development, Budgets, Venture Capital, Business Planning, Equities, Banking, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Management Consulting, Finance, Private Equity, Salesforce.com, Corporate Development, Public Companies, Entrepreneurship, Revenue Recognition, Financial Modeling, Negotiation, International Business, Strategy, Business Strategy
Education
Bentley University 1978 — 1982
BS, Accounting
Revere High School
Waters February 2013 - Present
Waters March 2010 - February 2013
Waters October 2007 - March 2010
ABX Logistics April 2005 - April 2007
Infraserv Hoechst December 2002 - March 2005
Queensland University of Technology (QUT) July 2002 - December 2002
Independent December 2000 - June 2001
Arthur Andersen & Co. November 1998 - October 2000
Skills
Forecasting, Strategy, Business Intelligence, Business Analysis, Cross-functional Team..., Management, Budgets, Strategic Planning, Analysis, Leadership, Financial Analysis, Financial Modeling, Business Development, Managerial Finance, Finance, Mergers & Acquisitions, Corporate Finance, Business Planning, International Business, Process Improvement, Business Process..., Project Management, Strategic Financial..., Acquisition Integration, Business Strategy
Education
Queensland University of Technology 2001 — 2003
Master's Degree
Johann Wolfgang Goethe-Universität Frankfurt am Main 1998 — 2001
Bachelor's, equiv.
Harvard Law School 2014 — 2015
PON/HNI
Boston University 2010 — 2010
Professional Education
ABM Industries May 2013 - Present
United Airlines October 2010 - April 2013
Continental Airlines August 1999 - October 2010
Arthur Andersen & Co. January 1996 - August 1999
Internal Revenue Service August 1990 - August 1995
Education
Brigham Young University
Masters of Accountancy, Tax
Weber State University
Bachelor of Science, Accounting
Landrigan Book Publishing Services June 2011 - Present
Quarry Hill Partners LLC 2006 - 2014
A.G. Edwards & Sons, Inc. 1998 - 2002
Computervision Corporation (formerly Prime Computer, Inc.) 1992 - 1995
DR Holdings Inc. of Delaware 1992 - 1994
Drexel Burnham Lambert Inc. 1984 - 1988
E.F. Hutton & Co. Inc. 1980 - 1984
Citizens Bank September 1977 - August 1978
Arthur Andersen & Co. August 1975 - March 1977
Skills
Valuation, Capital Markets, Strategy, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Mutual Funds, Private Placements, Hedge Funds, Corporate Development, Investments, M&A experience, Alternative Investments, IPO, Mergers, Equities, Due Diligence, LBO, Leveraged Finance, Restructuring, Emerging Markets, Investor Relations, Financial Structuring, Business Valuation, Investment Management, Asset Management, Structured Finance, Financial Modeling, Capital, Equity Research, Joint Ventures
Education
Harvard Business School 1978 — 1980
MBA
Boston College 1970 — 1974
BA, magna cum laude, Economics, Accounting
Boston Latin School (Founded 1635) 1964 — 1970
High School
Tribune Media (WGN America) April 2010 - Present
Tribune Media (WGN America / Tower Distribution Company) May 2005 - March 2010
Tribune Media (Tower Distribution Company) July 2001 - April 2005
Arthur Andersen & Co. December 1999 - June 2001
Skills
Budgets, Microsoft Excel, Microsoft Office, Financial Reporting, Management, Financial Analysis, Accounting, Strategic Planning, Social Media, Process Improvement, PeopleSoft Financial, Hyperion Essbase, Wide Orbit, Business Objects, BlackLine, OnBase, PeopleSoft HCM, Cypress
Education
Bradley University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Visa August 2015 - Present
Fannie Mae June 2009 - July 2015
Fannie Mae June 2004 - June 2009
International Network Services (INS) June 2003 - May 2004
Predictive Systems December 2000 - June 2003
Global Integrity September 1999 - December 2000
Ernst & Young January 1998 - September 1999
Arthur Andersen & Co. May 1997 - August 1997
Skills
Penetration Testing, Ethical Hacking, Web Application Security, CISSP, Security Assessments, CISM, CEH, Security, Vulnerability Management, Information Security, Security Architecture..., Firewalls, Incident Response, Risk Assessment, Network Security, CRISC, Application Security, Information Security..., PCI DSS, Computer Security, Vulnerability Assessment, IT Audit, IDS, Computer Forensics, Security Audits, Intrusion Detection, Governance
Education
Brigham Young University 1995 — 1997
MAcc
Brigham Young University 1991 — 1997
BS
Auto Care Association 2012 - Present
Sonsio, Inc. March 2007 - Present
Nu Skin Enterprises June 1995 - March 2007
Novell/WordPerfect April 1994 - June 1995
Arthur Andersen & Co. January 1990 - April 1994
Skills
Strategic Planning, Management, Team Building, Process Improvement, Leadership, Tax, Business Strategy, Budgets, Customer Service
Education
Brigham Young University 1987 — 1991
MAcc, Accounting/Taxation
Independent Advisory Services October 2013 - Present
Julius Baer November 2007 - June 2013
BDO October 2004 - November 2007
Deloitte September 2002 - October 2004
Arthur D. Little September 1995 - February 2002
Arthur Andersen & Co. May 1989 - September 1995
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Financial Services, Sarbanes-Oxley, Risk Management, Auditing, GAAP, Finance, CPA, Financial Risk, Accounting, Mergers & Acquisitions, Financial Reporting, SEC filings, IT Audit, Due Diligence, Risk Assessment, Financial Analysis, US GAAP, Corporate Governance, Financial Audits, Business Process..., FCPA, Financial..., COSO 2013 Framework
Education
Boston College 1986 — 1989
Bachelor of Science (BS) Cum Laude, Accounting
Boston College 1986 — 1989
Bachelor's degree, Accounting
Huron Consulting Group January 2015 - Present
US Foods 2012 - January 2015
AegisAdvantage LLC. 2011 - 2012
Navigant 2006 - 2011
LECG 2005 - 2006
Ernst & Young LLP 2002 - 2005
Arthur Andersen & Co. 1989 - 2002
Skills
Legal..., Workload..., Strategy..., Process Improvement, Performance Benchmarking, Project Management, Management Consulting, Vendor Management, Financial Analysis and..., Budgeting and..., Research Processes and..., Technology Evaluation, Training/Teambuilding, Asset Management, Intellectual Asset..., Intellectual Property..., Start-ups, Leadership, Due Diligence, Management, Strategy, Program Management
Education
Northern Illinois University
MBA, Business Administration
Bradley University
Bachelor of Science (B.S.), Accounting
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) 2008 - Present
Victoria's Secret Beauty 2004 - 2007
Cablevision Systems Corporation 2001 - 2004
Coty Inc. 1996 - 2001
J.P. Morgan 1995 - 1996
Arthur Andersen & Co. 1988 - 1995
Education
Binghamton University 1985 — 1988
BS, Accounting
Binghamton University - School of Management 1985 — 1988
BS, Accounting
Northport High School
Northport High School
Northport High School
Skydance Productions April 2013 - Present
DreamWorks Animation 2012 - March 2013
Dreamworks Animation September 2006 - 2012
The Walt Disney Company 2001 - 2006
The Walt Disney Company 2001 - 2006
Arthur Andersen & Co. 1999 - 2001
Skills
Accounting, Financial Accounting, Financial Modeling, Entertainment, Film, Feature Films, Media & Entertainment, Entertainment Industry, Television, New Media, Process Improvement, Cross-functional Team..., Film Production, Music Licensing, Auditing, Digital Media, Sarbanes-Oxley Act, P & L Oversight, Profit & Loss Management, Quarterly Reporting, Cash Flow Reporting, MD&A
Education
Brigham Young University 1997 — 1998
Bachelor of Science (B.S.), Accounting
Weber State University 1994 — 1997
Emergency Medical Associates (EMA) & Affiliates 2010 - Present
Hewlett-Packard 2002 - 2009
Hewlett-Packard 2000 - 2002
Hewlett-Packard 1999 - 2000
Arthur Andersen & Co. 1981 - 1984
Education
Boston College
Bachelor's Degree, Accounting, Magna Cum Laude
Fresenius Medical Care July 2014 - Present
Fresenius Medical Care August 2009 - July 2014
Fresenius Medical Care October 2007 - August 2009
CMG November 2006 - May 2008
Iron Mountain August 2004 - November 2006
Pegasystems 2002 - 2003
Arthur Andersen & Co. June 1998 - July 2000
Skills
Accounting, Sarbanes-Oxley Act, Revenue Recognition, Analysis, GAAP, IFRS, Financial Reporting, Accounts Payable, Auditing, US GAAP, Due Diligence, Mergers & Acquisitions, Sarbanes-Oxley, Internal Controls, General Ledger, Financial Statements, Cost Accounting, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MST
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA
Boston College 1994 — 1998
BS, Accounting
Kepner-Tregoe August 2011 - Present
McHugh Consulting September 2000 - January 2010
Kepner-Tregoe April 1989 - August 2000
Arthur Andersen & Co. September 1980 - March 1989
Skills
CPA, Management Consulting, Management, Leadership, Process Improvement, Business Process..., Business Strategy, Consulting, Strategy, Change Management, Program Management
Education
Boston College 1976 — 1980
BS, Accounting
Alphadyne Asset Management June 2013 - Present
The Carlyle Group Emerging Sovereign Group LLC October 2008 - March 2013
TUDOR INVESTMENT CORPORATION May 2003 - October 2008
Ernst & Young July 2002 - May 2003
Arthur Andersen & Co. September 2000 - July 2002
Skills
Financial Accounting, GAAP, US GAAP, SEC filings, Accounting, Internal Controls, Due Diligence, Financial Reporting, Financial Analysis, Transfer Pricing, Auditing, Internal Audit, Sarbanes-Oxley Act, Corporate Finance, Tax, Financial Modeling, CPA, Hedge Funds, Private Equity, External Audit
Education
Binghamton University - School of Management 1996 — 2000
BS, Accounting
Bronx Science 1993 — 1996
Dennis P. Holst CPA, LLC August 2009 - Present
Dunn Udall & Holst January 2000 - August 2009
Realty Management, Inc. February 1997 - December 1999
The Howard Hughes Corporation April 1989 - December 1996
Arthur Andersen & Co. April 1984 - April 1989
Skills
Accounting, Financial Reporting, Budgets, Investments, Customer Service, Outlook, Real Estate, Business Planning, Auditing, Management, New Business Development, Forecasting, Managerial Finance, Analysis, Due Diligence, Risk Management, Mergers & Acquisitions, Contract Negotiation, Team Building, Leadership, Insurance, Finance, Business Strategy, Negotiation
Education
Brigham Young University 1980 — 1984
Ernst & Young January 2003 - December 2003
Ernst & Young January 1998 - December 2002
Arthur Andersen & Co. June 1996 - January 1998
Coopers & Lybrand Consulting June 1995 - May 1996
Skills
Financial Accounting, Financial Reporting, Auditing, Accounting, Internal Controls, US GAAP, External Audit, GAAP
Education
University of California, Santa Cruz 1992 — 1995
California Military Academy 1992 — 1994
Graduate of Officer Candidate School, Military Operational Art and Science/Studies
Cabrillo College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CJ Rehabilitation Medicine July 2005 - Present
C.A.L.C. August 1994 - July 1997
Dalton School January 1991 - July 1994
Arthur Andersen & Co. August 1989 - September 1991
Skills
Financial Reporting, Accounting, Financial Analysis
Education
Teachers College of Columbia University 1991 — 1993
Masters, Technology in Education
Binghamton University - School of Management 1985 — 1989
BS, Accounting
Synergy HomeCare of Central CT December 2009 - October 2010
The Phoenix Companies October 2002 - January 2009
IBM September 2000 - October 2002
IBM Global Services January 1997 - September 2000
Tenax Corporation April 1994 - January 1997
Arthur Andersen & Co. September 1991 - April 1994
Education
Boston University Questrom School of Business 1987 — 1991
Thomson Reuters October 2013 - Present
Thomson Reuters August 2012 - October 2013
Thomson Reuters November 2008 - August 2012
Thomson Reuters July 2007 - November 2008
Thomson Reuters 2003 - 2007
Thomson Reuters 2001 - 2003
Thomson Reuters 1998 - 2001
Transpro, Inc. 1997 - 1998
Pitney Bowes 1989 - 1997
Arthur Andersen & Co. 1985 - 1989
Skills
Financial Reporting, Accounting, Financial Analysis, Finance, Internal Controls, Mergers & Acquisitions, Consolidation, Budgets, Acquisition Integration, Forecasting, Financial Modeling, Mergers, ERP, Corporate Finance, Auditing, Analysis, Internal Audit, Management, Leadership
Education
Boston College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Imagitas, Inc. 2006 - Present
Imagitas 2004 - 2006
Biogen Idec 1998 - 2004
EMD Millipore 1991 - 1998
EMD Millipore 1989 - 1991
Arthur Andersen & Co. August 1982 - August 1988
Skills
Financial Reporting, Analytics, Direct Marketing, Marketing Strategy, P&L Management, Online Advertising, Leadership, Finance, Entrepreneurship, CRM, Corporate Finance, Auditing
Education
Boston College 1978 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Owens Corning June 2008 - January 2009
Owens Corning March 1996 - October 2007
Arthur Andersen & Co. September 1992 - March 1996
Skills
Financial Reporting, Fixed Assets, Training, Finance, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Forecasting, Nonprofits, Customer Service, Outlook, PowerPoint, Banking, Strategic Planning, QuickBooks
Education
Bowling Green State University 1988 — 1999
Master of Business Administration (MBA), Accounting
Bowling Green State University 1989 — 1992
BSBA, Accounting
MTD Products June 2014 - Present
MTD Products November 2010 - Present
MTD Products June 2008 - October 2010
MTD Products November 2002 - May 2008
MTD Products November 2000 - October 2002
Bristol-Myers Squibb January 1999 - November 2000
Bristol-Myers Squibb January 1996 - December 1998
Matrix Essentials November 1988 - January 1996
Leaseway Transportation March 1985 - November 1988
Arthur Andersen & Co. May 1982 - March 1985
Skills
Consumer Products, Competitive Analysis, Cross-functional Team..., Forecasting, Product Development, Pricing, Strategic Planning, P&L Management, Sales Management, Marketing Strategy, Product Launch, New Business Development, Management, Leadership, National Accounts, Account Management, Business Planning, Manufacturing, Process Improvement
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2001
EMBA, Marketing and Finance
Bowling Green State University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Major in Accounting
University of Michigan - Stephen M. Ross School of Business
Executive Education
UCLA
Executive Education
RBS Citizens Financial Group, Inc. July 2013 - Present
Providence Equity Partners June 2006 - December 2012
FleetBoston Financial (Bank of America) 2000 - 2006
FleetBoston Financial Group 1994 - 2000
Fleet Bank of Massachusetts 1991 - 1994
Bank of New England 1986 - 1991
Arthur Andersen & Co. 1982 - 1986
Skills
Auditing, CPA, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Venture Capital, Valuation, Corporate Finance, Mutual Funds, Banking, Investor Relations, Mergers & Acquisitions, Finance, Internal Controls, Accounting
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting, Summa Cum Laude - 3.89/4.00
Total Insurance Services, Inc. August 1998 - Present
The Lubin-Bergman Organization August 1992 - August 1998
Associated Consulting Group, Inc. December 1988 - August 1992
Kupferberg Goldberg & Neimark January 1986 - December 1988
Arthur Andersen & Co. June 1984 - December 1985
Skills
Commercial Insurance, Property & Casualty..., Life Insurance, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
Masters In Taxation
Boston University 1980 — 1984
BSBA, Business Management
BBVA Compass February 2012 - Present
Independent Banking Consultant January 2009 - January 2012
Superior Bancorp April 2007 - October 2008
Regions Financial Corporation April 2002 - April 2007
Banc One Corp June 1992 - April 2002
The Ohio State University January 1991 - June 1992
IBM June 1991 - November 1991
Arthur Andersen & Co. August 1987 - June 1990
Skills
Mergers, Competitive Analysis, Management, Expense Management, Financial Analysis, Forecasting, Mergers & Acquisitions, Corporate Finance, Banking, Strategy, Investments, Finance, Leadership, Commercial Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
MBA, Finance and Operations & Logistics
Bob Jones University 1983 — 1987
BS, Accounting
David's Planning Services, LLC March 2015 - Present
Medicus Life Brands 2013 - Present
Bartle Bogle Hegarty NY 2008 - 2013
Ogilvy & Mather 2002 - 2008
Einson Freeman 1999 - 2002
WPP Group, plc. 1995 - 1999
Sunkyong America Inc. 1993 - 1995
Arthur Andersen & Co. 1988 - 1993
Skills
Advertising, Accounting, Contract Negotiation, Capital Budgeting, Integrated Marketing, Digital Marketing, Financial Reporting, Forecasting, Strategic Planning, Financial Analysis, Budgets, Sarbanes-Oxley Act, Strategy, Mergers, Finance, Direct Marketing, Mergers & Acquisitions, Management, Marketing
Education
State University of New York at Binghamton 1984 — 1988
Bachelor of Science (B.S.), Accounting
itransact Managing Partner, ChairmanMyephitJune 2000 - March 2009
Arthur Andersen & Co. June 1917 - June 2000
Skills
Accounting, Sales, Management, Entrepreneurship, Leadership, Mergers & Acquisitions, Business Strategy, Sales Management, Strategy, Financial Planning
Education
Brigham Young University 1964 — 1967
Bachelor's Degree, Accounting
Boise Jr College
Discovery Communications December 2012 - Present
Discovery Communications June 2011 - December 2012
Discovery Communications August 2009 - June 2011
Discovery Communications May 2008 - August 2009
News Corporation June 2000 - May 2008
Viacom February 1999 - April 2000
Viacom September 1997 - February 1999
Arthur Andersen & Co. July 1994 - September 1997
Skills
Investor Relations, Corporate Finance, Financial Modeling, Competitive Analysis, Digital Media, Mergers & Acquisitions, Strategic Partnerships, Strategy, Corporate Communications, Advertising, Social Media, Public Relations, New Media, Investments, Business Strategy, Television, Strategic Planning, Sports, Entertainment, Cable Television, Affiliate Relations, Equities, Valuation
Education
Binghamton University 1990 — 1994
CUIC May 2014 - Present
Protection 1 Security Solutions November 2012 - October 2013
Pinnacle Security November 2007 - October 2012
BBG Marketing, Inc. March 2005 - February 2008
Elite Sales, LLC. February 2002 - February 2005
Arthur Andersen & Co. September 2000 - November 2001
Skills
Solar Energy, Sales, Recruiting, Business Strategy, Team Building, Leadership, Marketing, CrossFit, Tennis, Account Management, Security, Sales Management, Customer Service, Team Leadership, Business Analysis, Direct Sales, Cold Calling, Auditing, Internal Audit, Pest Control, Ultimate Frisbee, Baseball
Education
University of Utah 2011 — 2013
Power Studies, Relationship Studies
Brigham Young University 1992 — 2000
BS, Accounting, Media Arts (Film)
Electronic Arts Inc July 2010 - Present
Oracle Corporation June 1999 - August 2010
MCI Communications Company October 1990 - September 1998
Telecom*USA, Inc. February 1990 - October 1990
Arthur Andersen & Co. June 1986 - September 1989
Skills
Sarbanes-Oxley Act, Corporate Tax, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley, Revenue Recognition, Tax, Transfer Pricing, Corporate Law
Education
Emory University - Goizueta Business School 1983 — 1986
MBA, Accounting and Business/Management
Emory University School of Law 1982 — 1986
JD, Taxation
Boston University 1978 — 1982
BA, Economics
Future Course Education September 2000 - Present
Accenture August 1983 - June 1993
Andersen Consulting 1990 - 1993
Arthur Andersen & Co. 1982 - 1993
Skills
E-Learning, Coaching, Blended Learning, Leadership Development, Organizational..., Instructional Design, Change Management, Public Speaking, Executive Coaching, Strategic Planning, Social Media, Entrepreneurship, Training, Curriculum Assessment, Organizational Learning, Program Management, Workshop Facilitation, Performance Improvement
Education
Boston College 1978 — 1982
Masters degree, Education
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
The Wilder Companies March 2015 - Present
WS Development January 2011 - March 2015
S.R. Weiner & Associates November 1996 - December 2010
Vazza Properties May 1996 - November 1996
Winthrop Management Co. April 1993 - May 1996
Arthur Andersen & Co. November 1989 - April 1993
Skills
Financial Reporting, Financial Statements, Financial Analysis, Financial Forecasting, Financial Management, Project Management, Employee Management, Employee Training, Employee Relations, Credit Analysis, Accounting, Compliance, Income Tax, Tax Preparation, Sales & Use Tax..., Managerial Finance, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1989
M.S. Accounting
Bentley University 1983 — 1987
B.S. Finance
Archbishop Williams H.S. 1979 — 1983
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
The MathWorks August 2015 - Present
Black Duck Software October 2013 - May 2015
Rocket Software November 2010 - October 2013
RAND Worldwide April 2009 - November 2010
Ahura Scientific August 2008 - January 2009
Jewish Federation of Central MA August 2005 - August 2008
Saint-Gobain May 1999 - August 2005
Saint-Gobain May 1996 - May 1999
Saint-Gobain May 1994 - May 1996
Arthur Andersen & Co. September 1990 - May 1994
Skills
Accounting, Financial Analysis, US GAAP, Internal Controls, Budgets, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Finance, Mergers, Internal Audit, Cash Management, Business Analysis, Financial Accounting, SEC filings, Cost Accounting, IFRS, Auditing, Hyperion Enterprise, Mergers & Acquisitions, SEC Filings
Education
Worcester Polytechnic Institute
MBA, Technology
Binghamton University - School of Management 1986 — 1990
BS, Acccounting
Stuyvesant High School 1982 — 1986
HS, Math and Science
Brand Mortgage Group November 2010 - Present
Real Estate Mortgage Network May 2008 - November 2010
Maxwell Properties February 2001 - February 2005
Watermarke Properties September 1996 - January 2001
Havertys Furniture July 1992 - September 1996
Gifford, Hillegass & Ingwersen, LLP August 1989 - June 1992
Arthur Andersen & Co. June 1984 - August 1988
Education
Bob Jones University 1981 — 1984
B.S. - Accounting, Accounting
Cedarville University 1980 — 1981
Accounting
Qualtrics March 2015 - Present
IM Flash Technologies August 2011 - March 2015
IM Flash Technologies July 2009 - July 2011
IM Flash Technologies July 2007 - July 2009
IM Flash Technologies May 2006 - July 2007
Intel September 2000 - April 2006
Arthur Andersen & Co. September 1999 - September 2000
Skills
Performance Management, Recruiting, HRIS, Human Resources, Employee Benefits, Employee Relations, Training, Strategic Planning, Organizational..., Workforce Planning, Management, Labor Relations, Employee Training, Process Improvement, Leadership, Program Management, Talent Acquisition, Onboarding, Applicant Tracking..., Employment Law, Personnel Management, Change Management, Conflict Resolution, Succession Planning, Talent Management, Compensation & Benefit, HR Policies, Employee Engagement
Education
Brigham Young University 2003 — 2005
MBA
Brigham Young University 1995 — 1999
B.S., Finance
Cigna June 2014 - July 2015
CIGNA Healthcare June 2012 - May 2014
CIGNA Healthcare October 2004 - June 2012
UniPrise July 2003 - June 2004
CIGNA Healthcare July 1997 - October 2002
IKON Office Solutions June 1995 - December 1996
Jet Aviation Boston April 1993 - May 1995
Jet Aviation Holdings, Inc. February 1991 - March 1993
Arthur Andersen & Co. September 1988 - November 1990
Skills
Business Planning, Healthcare, Management, Workers Compensation, Health Insurance, Employee Benefits, Medicare, Benefits Administration, Underwriting, Negotiation, Managed Care, Disability Insurance, Financial Analysis, Account Management, Strategic Planning, Insurance, Process Improvement, Claim, Health Savings Accounts, Life Insurance, Reinsurance, Risk Management, Brokers, Term Life Insurance, Health Care Reform, 401k, Property & Casualty...
Education
Bentley University 1984 — 1988
BS, Finance
Central Connecticut State University 1988 — 1988
Accounting
The University of Connecticut 1985 — 1985
KPMG US October 2013 - Present
State of Nebraska December 2006 - October 2013
Union Pacific Railroad January 1990 - December 2006
Arthur Andersen & Co. May 1987 - December 1989
Skills
Tax, Tax Research, Tax Accounting, Sales Tax, State Tax, Income Tax, Financial Reporting, Accounting, Use Tax, Tax Law, Sales & Use Tax, Corporate Tax, Tax Preparation, Auditing, Internal Controls, Financial Analysis, General Ledger, US Tax, Tax Returns, Property Tax, Financial Accounting, Sarbanes-Oxley Act, Partnership Taxation, Leadership, Management, Due Diligence, International Tax, Forecasting, Fixed Assets, Tax Advisory, IRS, Forensic Accounting, CPA, Transfer Pricing, GAAP, Strategic Financial..., Project Management, Estate Planning, Budgets, Sarbanes-Oxley, Mergers & Acquisitions, QuickBooks, Small Business, SEC filings, Payroll Taxes, Internal Audit, Finance, Indirect Taxation, Cost Accounting, US GAAP
Education
University of Nebraska at Omaha 1985 — 1987
MPA, Accounting
Buena Vista University 1981 — 1985
BA, Accounting/Finance
Ford Motor Company July 1985 - Present
Arthur Andersen & Co. May 1983 - June 1985
Skills
Automotive, Parts, Automobile, Strategic Planning, Dealers, Automotive Aftermarket, Sales Management, Customer Retention, Program Management, Vehicles, Warranty, Continuous Improvement, Customer Satisfaction, Profit, Fleet Management, Kaizen, Automotive Repair, Dealer Management, Operations Management, Lean Manufacturing, Sales Operations, Pricing, Process Improvement, Purchasing, Inventory Management, Manufacturing, Six Sigma, Customer Service
Education
Bob Jones University 1979 — 1983
BS, Accounting
Menlo Worldwide Logistics June 2014 - Present
Schnitzer Steel October 2006 - June 2014
Banfield, The Pet Hospital February 2000 - September 2006
Health Net, Inc. 1990 - 1999
Arthur Andersen & Co. 1985 - 1990
Skills
SEC filings, Financial Reporting, Technical Accounting..., Budgeting and..., Internal Controls, Financial Analysis, Cash Flow, GAAP, CPA, Accounting, General Ledger, Financial Statements, Forecasting, Finance, Accounts Payable, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
Bradley University 1982 — 1985
BS, Accounting, Graduated Magna Cum Laude
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Overlake Hospital Medical Center July 1998 - Present
Overlake Hospital Medical Center March 1989 - June 1998
Overlake Hospital Medical Center September 1983 - February 1989
Arthur Andersen & Co. May 1979 - August 1983
Skills
Leadership, Healthcare, Program Management, Healthcare Management, Process Improvement, Data Analysis, Financial Analysis, Healthcare Information..., Project Management, Hospitals, Team Leadership, EMR, Business Intelligence, Management, Team Building, Customer Service, Business Analysis, Vendor Management, Strategic Planning, Physician Relations, Revenue Cycle, HIPAA, Software Implementation, Change Management, Microsoft Office, EHR, Physicians, Public Speaking, Managed Care, Medicare, Leadership Development, Budgets, Healthcare Consulting, Training
Education
Brigham Young University 1977 — 1979
MPA, Finance/Healthcare Administration
Brigham Young University 1974 — 1977
B.S., Accounting
Scientific Aerial Imaging, Inc 2007 - Present
VineView 1999 - Present
Brown University 1993 - 1999
Brown University 1993 - 1995
Whittlesey and Hadley, CPAs 1991 - 1993
Arthur Andersen & Co. June 1989 - June 1991
Skills
Management, GIS, Budgets, Product Development, Wine, Entrepreneurship, Marketing Strategy, Project Management, Research, Agriculture, Sales Management, New Business Development, Sustainability, Strategic Planning, Marketing, Sales, Business Strategy, Customer Service, Negotiation, Scientific Analysis, Aerial Photography
Education
Brown University 1993 — 1999
Ph.D., Geological Sciences
University of Hartford 1989 — 1990
M.S., Professional Accounting
Colby College 1985 — 1989
B.A., Geological Sciences
Dixon Hughes Goodman LLP March 2008 - Present
KEMET Electronics Corporation July 2004 - March 2008
KPMG US January 2000 - July 2004
Equifax September 1999 - January 2000
Arthur Andersen & Co. June 1997 - September 1999
Skills
Corporate Tax, CPA, Income Tax, Tax Accounting, Tax Preparation, Financial Reporting, ASC 740, Purchase Accounting, Research & Development..., Accounting, Tax Research, Tax, GAAP, Big 4, Microsoft Excel, Outlook, Auditing
Education
Bob Jones University 1993 — 1997
Bachelor of Science (B.S.), Professional Accounting
Stratagem, Inc. January 2010 - Present
Thomson Reuters July 2001 - July 2008
Thomson Reuters July 1997 - July 2001
Aerotek July 1996 - July 1997
Aerotek July 1995 - July 1996
Arthur Andersen & Co. July 1990 - July 1995
BankOne Service Center July 1988 - July 1990
BankOne Service Center July 1975 - July 1988
Skills
Networking, Troubleshooting, Windows Server, Active Directory, Software Installation, Microsoft Office, Technical Support
Education
Brensten Education 2013 — 2015
Computer Support/Networking Associates Degree
PricewaterhouseCoopers LLP July 1999 - Present
Arthur Andersen & Co. January 1991 - June 1999
Saul Ewing LLP December 1987 - December 1990
Rawle & Henderson LLP December 1985 - December 1987
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Human Resources, Employee Benefits, Compensation & Benefit, Executive Compensation..., Tax, CPA, Big 4
Education
Bucknell University
BSBA in Accounting
Cornell Law School
Doctor of Law (JD)
Villanova University
LLM In Taxation
Sokolow & Associates, Inc. June 1991 - Present
Ditri Associates, Inc. 1987 - 1991
Lehman Brothers 1981 - 1986
Arthur Andersen & Co. 1976 - 1979
Skills
Executive Management, Orchestrating Complex..., Outstanding Analytical..., Excellent Communication..., Extensive Negotiation..., Business Plan..., Sophisticated Financial..., Valuation, Financial Modeling, Business Planning, Negotiation, Mergers, Analytical Skills, Restructuring, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Entrepreneurship, Finance, Management, Acquisitions, Due Diligence, Venture Capital
Education
Harvard Business School 1979 — 1981
MBA, Management
Bentley University 1978 — 1980
MS, Taxation
University of Pennsylvania - The Wharton School 1972 — 1976
BS Economics, Finance and Accounting
Sharon High School
Jazwares, LLC 2014 - Present
Watsco, Inc. 2009 - 2014
LVMH/ Onboard Media 2006 - 2009
Telemundo Media, a division of NBCUniversal 2000 - 2006
Arthur Andersen & Co. 1994 - 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Managerial Finance, SEC filings, Sarbanes-Oxley, Accounting, Acquisition Integration, US GAAP, Budgets, Financial Accounting, Auditing, Pricing, Hyperion Enterprise, Due Diligence, Cash Flow, Strategic Financial..., Internal Audit
Education
Binghamton University 1990 — 1994
Bachelor of Science (BS), Accounting
MCG, Inc. July 2012 - Present
MCG, Inc. October 1986 - Present
Arthur Andersen & Co. June 1982 - August 1985
Skills
Software Project..., Software Selection, Strategic Planning, Enterprise Software, Product Management, ERP, Product Development, Product Lifecycle..., Cloud Computing, Business Intelligence, Start-ups, Strategic Partnerships, New Business Development, Program Management, Telecommunications, Network Administration
Education
SUNY Binghamton 1978 — 1982
BS, Computer Math
Comprehensive Payment Recovery Service (CPRS) 1993 - Present
Price Waterhouse December 1990 - December 1992
Arthur Andersen & Co. June 1986 - November 1990
Idaho State Tax Commission June 1983 - August 1985
Skills
Business Strategy, Public Speaking, Entrepreneurship, Nonprofits, Strategic Planning, Analysis, Financial Analysis, Tax, Accounting, Internal Audit, Tax Advisory, Finance, Auditing, Tax Accounting, CPA, Financial Statements, Corporate Tax, Income Tax, Internal Controls
Education
University of Utah 1985 — 1986
MPrA, Accounting
Boise State University 1978 — 1983
BBA, Accounting and Finance
Papa Murphy's International July 2011 - Present
Evraz Inc NA May 1993 - July 2011
Arthur Andersen & Co. January 1988 - May 1993
WTD Industries June 1987 - January 1988
Education
Portland State University 1986 — 1988
Masters, Taxation
Boise State University 1982 — 1986
BA, Accounting
HealthDrive Corporation May 2013 - Present
Allion Healthcare June 2008 - April 2013
Allion Healthcare August 2006 - June 2008
Enduracare Therapy Management, Inc. November 2003 - June 2008
American Pharmaceutical Services, Inc., 1999 - 2001
Prism Rehab Systems 1997 - 1999
Prism Health Group, Inc. 1995 - 1997
Critical Care America (successor to New Endland Critical Care) 1985 - 1994
Polaroid 1981 - 1985
Arthur Andersen & Co. 1978 - 1981
Skills
Healthcare, Strategic Planning, Management, Executive Management, Mergers & Acquisitions, Healthcare Management, Strategy, Finance, Team Building, Hospitals
Education
Bentley University
Bachelor of Science, Accounting
Boston University Questrom School of Business
Barfield, Murphy, Shank & Smith July 2014 - Present
Barfield, Murphy, Shank & Smith, PC October 2005 - Present
FedEx Express November 2002 - August 2004
Barnes CPA Services, LLC January 1999 - July 2002
Arthur Andersen & Co. January 1996 - August 1998
GTE Directories July 1993 - July 1994
Arthur Andersen & Co. November 1988 - April 1993
Skills
Tax, Mergers, Mergers
Education
Miami University 1987 — 1988
MAcc, Taxation
Bob Jones University 1983 — 1987
BS, Accounting
Crandall & Oseen PA December 1986 - Present
Arthur Andersen Business Consulting December 1988 - February 1990
Arthur Andersen & Co. 1988 - 1990
Skills
Financial Accounting, Tax, Financial Reporting, Accounting, Tax Preparation, QuickBooks, Income Tax, GAAP, CPA, Tax Returns, 1120S, TValue, Individual Returns, Accounting for Small..., Corporate Tax, Tax Accounting, Cash Management, Internal Controls, Business Valuation, Small Business
Education
Brigham Young University 1987 — 1988
Masters of Accountantcy Taxation, Accounting
Brigham Young University 1983 — 1986
Bachelor's degree, Accounting and Finance
Noell Agnew & Morse November 1983 - Present
Arthur Andersen & Co. September 1979 - October 1983
Skills
Tax planning and..., International tax..., Estate tax planning and..., Accounting, Trusts, Tax, Financial Planners, Start-ups, Financial Advisory, Auditing, Internal Controls, GAAP, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 1977 — 1979
B.S., Ag Business
LEAP May 2013 - Present
Community Housing Solutions 2006 - 2013
Ciuni & Panichi, Inc. 1991 - 2006
Public Rental Car Company 1988 - 1990
Arthur Andersen & Co. 1982 - 1988
Education
Bowling Green State University
Bachelor of Science (BS), Accounting and MIS
McCurdy & Associates, Inc. January 1987 - Present
Arthur Andersen & Co. 1976 - 1986
Skills
Attest and Accounting, Corporate & Personal..., Management Consulting, Employee Benefit Plan..., Small Business..., Tax Preparation, Compilation
Education
Bowling Green State University
Master, Accountancy
Ohio Dominican University
BA, Economics
Roger Jenkins, CPA October 1985 - Present
Arthur Andersen & Co. May 1976 - October 1985
The Church of Jesus Christ of Latter-day Saints 1971 - 1973
Skills
Accounting, Finance, Tax, Financial Statements, Small Business, CPA, Project Planning, Financial Reporting, General Ledger, Financial Analysis, Strategic Financial..., Budgets, Cash Management, Due Diligence, Corporate Finance, Tax Preparation, Financial Modeling
Education
Brigham Young University 1970 — 1976
Bachelor of Science, Accounting
Wells Fargo Securities July 2004 - Present
Wachovia October 2002 - July 2004
Arthur Andersen & Co. August 1998 - August 2000
Skills
Risk Management, Fixed Income, Credi Underwriting, Corporate Credit, Structured Products, Financial Audits, Capital Markets, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Derivatives, Investment Banking, Credit, Credit Analysis
Education
University of North Carolina at Charlotte 2000 — 2002
Master's degree, Finance, General
Bogazici University
Fairfield Residential November 2013 - Present
Fairfield Residential August 2007 - November 2013
Fairfield Residential March 2003 - August 2007
Brio Technology March 2002 - February 2003
Arthur Andersen & Co. September 1998 - March 2002
Skills
Strategic Planning, Accounting, Finance, Financial Analysis, Treasury Management, Due Diligence, Real Estate Economics, Financial Modeling, Real Estate, Valuation, Disposition, Financial Reporting, Real Estate Development, Property Management, Leases, Budgets, Variance Analysis, Investment Properties, Real Estate Financing, Investments, Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor's of Science, Business Administration and Accounting
Goldman Sachs June 2009 - Present
Och-Ziff Capital Management January 2006 - May 2009
Goldman Sachs October 1997 - January 2006
Arthur Andersen & Co. September 1992 - September 1997
Education
Boston College 1989 — 1992
Accounting
Agora Enterprises 2012 - Present
MidAmerican Energy Company May 1989 - September 1997
MacNeal Hospital November 1987 - February 1989
Arthur Andersen & Co. September 1981 - September 1987
Arthur Andersen & Co. July 1976 - September 1981
Arthur Andersen & Co. July 1972 - September 1976
Arthur Andersen & Co. January 1971 - July 1972
United States Air Force June 1966 - December 1970
Arthur Andersen & Co. June 1965 - May 1966
Skills
Financial Accounting, Board of Directors, Non-profit Board..., Not for Profit, not for profit taxation...
Education
Bob Jones University 1961 — 1965
Bachelor's Degree, Accounting and Business/Management
Columbus Property Management October 2007 - December 2008
W.E. Boger & Associates, LLC May 1994 - May 2006
Arthur Andersen & Co. June 1987 - December 1992
Skills
Financial Accounting, Financial Reporting, Auditing, Financial Statements, Account Reconciliation, Financial Analysis, Internal Controls, US GAAP reporting, Client Relations, Healthcare, Manufacturing, Real Estate, Tax, Yardi, Microsoft Excel, QuickBooks
Education
Bloomsburg University of Pennsylvania 1983 — 1987
Bachelor of Science in Business Administration, Accounting / Minor in Economics