Arthur Andersen LLP
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 LLP Employees
Sales360 May 2015 - July 2015
The Poboy Company September 2013 - April 2015
Ochsner Health System. December 2010 - March 2013
Silva Gurtner & Abney, LLC June 2010 - December 2010
Patrick J. Gros, CPA May 2008 - February 2010
Bears Grill May 2006 - April 2008
HCA November 2005 - May 2006
Legier & Materne, APAC October 2003 - August 2005
Arthur Andersen, LLP December 1999 - April 2002
Skills
General Ledger, Financial Reporting, Accounting, Financial Statements, Payroll, Financial Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Auditing, Budgets, Cash Flow, Finance, Internal Audit, Management
Education
Our Lady of Holy Cross College 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting
Wing Venture Partners September 2013 - Present
Alta Partners August 1998 - September 2013
Arthur Andersen LLP September 1993 - August 1998
Education
Pepperdine University 1990 — 1993
BS, Accounting
Various Endeavors September 2003 - March 2015
marchFIRST March 2000 - April 2001
Arthur Andersen, LLP January 1998 - March 2000
Merchandise Mart Properties, Inc April 1997 - January 1998
Skills
Account Management, New Business Development, Digital Marketing, Solution Selling, Marketing Communications, Social Media, Marketing Strategy, SRDS, Donovan, Cloud Computing, MediaVisor, comScore, MediaBank, Media Buying, Traditional Media, Event Management, Media Strategy, iDesk, Media Placement, OOH, Corporate Communications, Nonprofits, Recruiting, Strategic Planning
Education
University of Illinois at Chicago 1995 — 2000
M.A. Communications, Communication, General
Ohio University 1991 — 1995
B.S. Communications, Communication, General and Public Relations, Graduated Cum Laude
Alvarez & Marsal 2005 - Present
Amazon Services June 2004 - November 2005
Amazon.com April 2002 - June 2004
CommerceRoute March 1999 - March 2002
Arthur Andersen, LLP March 1995 - March 1999
US Bank 1993 - 1994
Accenture 1988 - 1993
Skills
Strategy, Venture Capital, Management Consulting, Project Management, E-commerce, Integration, Leadership, Entrepreneurship, Sales, Consulting, Product Management, Management, Cross-functional Team..., Enterprise Architecture, Business Process..., Professional Services, Executive Management, Change Management, Start-ups, Private Equity, Scalability, Analytics, Program Management, Business Transformation, Mergers & Acquisitions
Education
Oregon State University
BS, Industrial Engineering
Jesuit High School 1979 — 1983
Potlatch Corporation April 2015 - Present
Itron December 2011 - Present
Itron January 2004 - December 2011
Leadership Spokane 2009 - 2009
Moss Adams LLP June 2001 - January 2004
PricewaterhouseCoopers April 1998 - June 2001
Arthur Andersen LLP September 1995 - April 1998
Skills
Mergers & Acquisitions, Enterprise Risk..., GAAP, External Audit, Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, SEC filings, Financial Reporting, Revenue Recognition, Finance, Fixed Assets, US GAAP, CPA, Accounts Receivable, IFRS, Consolidation, Financial Audits, Sarbanes-Oxley
Education
Portland State University - School of Business 1991 — 1995
BS, Business Administration-Accounting
The Optera Group, LLC September 2006 - Present
SpectraLink May 2006 - November 2006
Sun Microsystems September 2005 - May 2006
StorageTek April 2002 - September 2005
Qwest Cyber Solutions May 2000 - April 2002
Epidemic Marketing November 1999 - March 2000
Arthur Andersen, LLP September 1996 - November 1999
Skills
Marketing Strategy, Professional Services, B2B, Product Marketing, Product Management, Strategy, Cloud Computing, Cross-functional Team..., Business Development, Multi-channel Marketing, Product Launch, Sales Enablement, Go-to-market Strategy, Leadership, Channel Partners, Mobile, Business Process, Enterprise Software, Mobile Devices, SaaS, Sales, Start-ups, Strategic Partnerships, Business Alliances, Competitive Analysis, Lead Generation, Management, Solution Selling
Education
Purdue University 1991 — 1996
Corporate Finance and Accounting
Intuit Inc November 2013 - Present
Experian January 2012 - November 2013
Molina Healthcare May 2011 - January 2012
Hewlett-Packard & Kaiser-Permanente June 2009 - April 2011
Ice Cream Plus Shakes September 2008 - May 2009
Zenith Insurance April 2006 - August 2008
Deloitte & Touche, LLP January 2004 - March 2006
Arthur Andersen LLP March 2001 - November 2002
American Trans Air July 1999 - February 2001
Goshen Rubber Co May 1997 - July 1999
Skills
Sarbanes-Oxley Act, HIPAA, Process Improvement, SDLC, CFPB Compliance, PCI-DSS Compliance..., OFCCP Compliance Review, Business Process, Network Security, Security, Information Security, IT Operations, IT Audit, Governance, PCI DSS
Education
Oklahoma State University
Master of Business Administration, Finance & MIS
University of Madras
Bachelor of Accounting
Bennett Thrasher July 2004 - Present
Jones & Kolb CPA's December 2001 - July 2004
Arthur Andersen LLP September 2000 - December 2001
Skills
Tax, Real Estate, Assurance, GAAP, Tax Advisory, CPA, Investments, Income Tax, Partnership Taxation, Auditing, Corporate Tax, Management, Accounting, Tax Accounting, Tax Research
Education
Oglethorpe University 1996 — 2000
Bachelors of Science, Accounting
Signature Office REIT, Inc. October 2013 - Present
Wells Real Estate Funds, Inc. July 2002 - September 2013
Wachovia Bank, N.A. April 2001 - June 2002
Arthur Andersen LLP October 2000 - March 2001
Citicorp North America, Inc. October 1996 - September 2000
Citicorp North America, Inc. January 1994 - September 1996
Deloitte & Touche September 1988 - December 1993
Skills
Alternative Investments, Due Diligence, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Underwriting, Capital Markets, Asset Managment, Securities, Portfolio Management, Accounting, Auditing, Credit, Investment Banking, Valuation, Asset Management, Investments, Mutual Funds, Series 7, Credit Analysis, Financial Modeling, Structured Finance, Financial Advisory, Financial Services, Strategic Financial..., Private Equity, Mergers & Acquisitions, Investment Strategies, Equities, Hedge Funds, Investor Relations, Financial Planning, Management, Banking, Leadership, Strategic Planning, Financial Risk, Strategy, Real Estate, Sales, Process Improvement, Budgets, Insurance, Loans, Executive Management, Marketing, Contract Negotiation, Analysis
Education
Oglethorpe University 1984 — 1988
BBA, Accounting
Harrodsburg (KY) High School 1980 — 1984
Grant Thornton LLP September 2006 - Present
Vintage Petroleum, Inc. April 2001 - June 2006
Lariat Petroleum, Inc. February 1999 - March 2001
Arthur Andersen LLP July 1987 - January 1999
Skills
SEC filings, Accounting, GAAP, Financial Reporting, CPA, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, Tax, Financial Accounting, Financial Analysis, Tax Preparation, Due Diligence, Corporate Tax, FASB, Tax Research, Partnership Taxation, Income Tax, General Ledger
Education
Oklahoma State University 1982 — 1987
B.S., Accounting and Computer Science
Norman High School 1980 — 1982
Bank of America, Wells Fargo, TIAA-CREF, Pershing, LLC, The Advertising Solution July 2009 - Present
Guy Carpenter and Co., LLC November 2012 - August 2013
MetLife April 2011 - October 2012
AXA Equitable Life Insurance Company June 2001 - December 2008
Arthur Andersen, LLP July 2000 - May 2001
TIAA-CREF June 1992 - June 2000
Skills
Direct Marketing, Email Marketing, Marketing, Product Development, Product Management, Strategic Planning, Strategy, Product Marketing, Sales, Advertising, B2B, B2B Marketing, Lead Generation, Marketing Strategy, Marketing Communications, Leadership, Program Management, Budgets, Project Management, Management, Market Research, Integrated Marketing, Business Planning, Direct Mail, Competitive Analysis, Brand Management, Blogging
Education
Pace University
American Institute of Certified Public Accountants November 2014 - Present
Joel Lanz, CPA, P.C. November 2001 - Present
New York University - Stern School of Business May 2012 - Present
State University of New York - Old Westbury August 2008 - Present
American Institute of Certified Public Accountants November 2011 - October 2014
AICPA October 2008 - June 2011
Long Island University September 2004 - January 2009
AICPA 2006 - 2008
Arthur Andersen LLP September 1995 - October 2001
JP Morgan Chase May 1991 - November 1995
Skills
Technology Risk, Information Security, Governance, IT Audit, Forensic Accounting, Enterprise Risk..., Auditing, CISSP, Risk Assessment, Internal Audit, Internal Controls, CPA, Fraud, Security, Sarbanes-Oxley Act, Computer Security, Risk Management, Accounting, Assurance, Business Continuity, Information Security..., Vendor Management, Consulting, SEC filings, GAAP, Operational Risk..., Cloud Computing
Education
Pace University 1981 — 1984
MBA, Information Systems
Pace University 1977 — 1981
BBA, Accounting
TECO Energy September 2014 - Present
PowerPlan, Inc. January 2012 - August 2014
Progress Energy June 2010 - January 2012
Progress Energy July 2008 - April 2011
Progress Energy June 2007 - July 2008
Standard Pacific Homes January 2006 - June 2007
Raytheon 2003 - 2006
American Express Tax & Business Services 2003 - 2003
PricewaterhouseCoopers 2001 - 2001
Arthur Andersen LLP 2000 - 2000
Skills
Process Improvement, Program Management, Budgets, Six Sigma, Project Management, Software Documentation, Cross-functional Team..., Leadership, Business Process..., Business Process, Microsoft Excel, PowerPlant, Business Objects, Management, Accounting, Financial System..., Business Process Design, Financial Reporting, Month End Close, Financial Statement..., Budget Process, Department Budgeting, Capital Budgeting, Utility Industry, Utility Regulation, Utility Accounting, Energy, Electric Power, Utility Rate Case, Utility Depreciation..., Fixed Asset Management, Property Accounting, Fixed Asset Depreciation, DoD, DoD Regulations, DoD Contracts, Code of Federal..., Government Contracting, SAP, Oracle Financials, Microsoft Project, Finance System..., Training, Training Delivery, Instructional Design, Computer Software..., Camtasia, SalesForce, Requirements Analysis, System Testing
Education
University of South Florida-St. Petersburg Campus 2009 — 2010
MBA, International Business & Management Law
Summer Studies 1999 — 2004
N/A
Oglethorpe University 1998 — 2002
BS, Accounting
Oglethorpe University 1998 — 2002
BA, Spanish
Shorecrest Preparatory School 1994 — 1998
Highschool
Goldman Sachs January 2014 - Present
Highland Capital Management, L.P. June 2012 - January 2014
Greenberg Traurig, LLP June 2011 - June 2012
Bracewell & Giuliani LLP September 2007 - June 2011
Q Investments L.P. 2003 - 2004
PricewaterhouseCoopers July 2002 - July 2003
Arthur Andersen LLP September 2001 - April 2002
Army National Guard May 1995 - April 2001
Skills
Due Diligence
Education
Southern Methodist University Dedman School of Law 2004 — 2007
Juris Doctor
Oklahoma State University 1996 — 2001
B.S., M.S., Accountancy
American Fidelity June 2013 - Present
American Fidelity April 2010 - Present
American Fidelity January 1997 - April 2010
American Fidelity March 1995 - September 1997
American Fidelity January 1988 - March 1995
Arthur Andersen LLP December 1985 - December 1987
American Fidelity July 1983 - December 1985
Skills
Insurance, SharePoint, Metadata Management, Business Intelligence, Data Warehousing, Business Analysis, Cognos, Microsoft SQL Server, SDLC, Taxonomy, Data Quality, Trillium, Data Retention, Data Governance, Accounting, Corporate Budgeting, CDMP, CBIP, Enterprise Architecture, ETL, Project Management, Management, Process Improvement
Education
Oklahoma City University 1982 — 1986
BSB, Accounting
Ernst & Young May 2002 - Present
Arthur Andersen LLP September 2000 - May 2002
Skills
Tax, Indirect Taxation, Corporate Tax, Tax Accounting, Tax Advisory, Partnership Taxation, CPA, Big 4, Restructuring, State Tax, Corporate Tax Planning, FIN 48, US Tax, Tax Returns, Tax Research, Income Tax, Tax Preparation
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Accounting
Washington Valley Advisors LLC October 2010 - Present
SCVNGR / LevelUp April 2012 - October 2012
Omnicom Media Group (a division of Omnicom Group Inc) September 2005 - September 2010
OMD Worldwide (a division of Omnicom Group Inc) September 2000 - August 2005
DDB Australia Pty Ltd (a division of DDB Communications Group) July 1998 - August 2000
DDB Communications Group (a division of Omnicom Group Inc) 1990 - 1998
Arthur Andersen LLP 1985 - 1990
Skills
Start-ups, Financial Analysis, Entrepreneurship, Strategic Partnerships, Business Development, Business Strategy, Financial Modeling, Strategic Planning, Analytics, Digital Media, Venture Capital, Mergers, Business Intelligence, Advertising, Public Companies, Media, Mergers & Acquisitions, Competitive Analysis
Education
Pace University - Lubin School of Business 1981 — 1985
BBA & MBA, Accounting
Deloitte June 2002 - Present
Arthur Andersen LLP September 1998 - May 2002
Education
Princeton University
Bachelor's degree
University of Virginia School of Law
Doctor of Law (J.D.)
Sempra Energy August 1998 - July 2015
Boeing Capital Corporation (formerly McDonnell Douglas Capital Corporation) February 1996 - December 1997
KPMG November 1994 - February 1996
Arthur Andersen LLP February 1991 - October 1994
Education
Oregon State University 1985 — 1989
B.A.
The Carlyle Group June 2011 - Present
PCAOB September 2010 - June 2011
Ernst & Young 2003 - 2010
Arthur Andersen LLP 1993 - 2002
Education
Ohio University 1989 — 1993
BBA, Major in Accountancy
Morgan Stanley July 2012 - Present
MF Global October 2009 - September 2011
Deutsche Bank March 2006 - July 2009
Bear Stearns October 2003 - February 2006
Citigroup October 2000 - September 2003
Arthur Andersen LLP October 1997 - September 2000
Skills
Accounting, Auditing, Essbase, Corporate Finance, Analysis, MS Project, Account Reconciliation, Microsoft Excel, Business Analysis, Outlook, Banking, Mergers & Acquisitions, Cash Management, Financial Accounting, Accounting Standards..., AICPA Audit and..., AICPA Audit and..., AICPA Audit and..., Revenue Analysis, Investment Companies, Hyperion HFM, SAP BW, Microsoft PowerPoint, Microsoft Word, Microsoft Project, Microsoft Sharepoint, Microsoft Outlook, Oracle Reports, Cognos FSR (Clarity), Omega, Financial Analysis, Financial Reporting, Finance, Investment Banking, Equities
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated with Latin Honors
Hearst Newspapers January 2013 - Present
Hearst Newspapers January 2008 - December 2012
Ernst & Young LLP May 2002 - December 2007
Arthur Andersen LLP 1999 - 2002
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Financial Accounting, CPA, Sarbanes-Oxley, US GAAP, Accounting, Cash Flow, Enterprise Risk..., Variance Analysis, Financial Audits, Acquisition Integration, Financial Forecasting, Account Reconciliation, Strategic Financial..., Corporate Finance, Corporate Tax, Cost Accounting, Tax Accounting, IFRS, Tax, External Audit, Essbase, Accounts Payable, Financial Statements, Accounts Receivable, Capital Budgeting, International Tax, PeopleSoft, Peachtree, SEC Filings
Education
Pace University - Lubin School of Business 1995 — 1999
BBA & MBA, Accounting
Hearst Management Institute
Schools Serve April 2010 - June 2012
PTO Today April 2010 - June 2012
eSentio Technologies 2007 - 2010
American Composites Manufacturers Association 2006 - 2007
American Composites Manufacturers Association 2003 - 2005
Navigant Consulting (acquired Arthur Andersen LLP Division) 2002 - 2003
Arthur Andersen LLP 2000 - 2002
Skills
Project Coordination, Event Planning, Marketing Communications, Non-profits, Strategic Communications, Financial Analysis, Partner Management, Basic SQL, HTML
Education
University of Virginia 1997 — 2000
B.S.
Ohio University 1996 — 1997
Resources Global Professionals January 2012 - Present
FLABEG Holding GmbH September 2010 - July 2011
Siemens Industry US August 2007 - September 2009
Deloitte February 2006 - August 2007
Schneider Downs October 2004 - February 2006
Control Solutions International April 2004 - October 2004
United States Army February 2003 - September 2003
BearingPoint August 2001 - February 2003
Printcafe Software April 2000 - April 2001
Arthur Andersen LLP November 1998 - April 2000
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounts Payable, Accounting, Unclaimed Property, Financial Policies &..., Month End Close, Project Management, Process Improvement, Budgets, Financial Reporting, Team Management, SAP, Account Reconciliation, Analysis, Business Analysis, Finance, Financial Analysis, Management, Consolidation, Financial Statements, Financial Accounting, Corporate Finance, Business Process...
Education
University of Pittsburgh 1998 — 2005
Masters, Business Administration
Penn State University 1991 — 1996
Bachelor of Science, Accounting
Monroe Community College January 2010 - Present
Swain Hicks Financial Group July 1998 - June 2011
Arthur Andersen LLP July 1996 - June 1998
KPMG Peat Marwick July 1993 - July 1996
Skills
Tax, Auditing, Public Speaking, PowerPoint, Research, Microsoft Office, Microsoft Word, Event Planning, Staff Development, Coaching, Strategic Planning, Editing, Budgets, Customer Service, Leadership, Analysis, Data Analysis, Sales, Blogging, Microsoft Excel, Training, Money Management
Education
Penn State University 1991 — 1993
M.S., Business Administration, Accounting
Penn State University 1986 — 1990
B.A., General Arts & Sciences - International Business
Geltrude & Company May 1995 - Present
Montclair State University August 2013 - Present
Carrico Associates June 1993 - April 1995
Gikow, Bierman & Talesnick June 1990 - May 1993
Arthur Andersen, LLP June 1987 - May 1990
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Auditing, Strategic Financial..., Internal Controls, SEC filings, Risk Management, Financial Accounting, Strategic Planning, Forecasting, US GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, CPA, Internal Audit, Financial Statements, Executive Management, Due Diligence, QuickBooks, Managerial Finance, Tax Preparation, Cost Accounting, Corporate Finance, Tax Returns, Consolidation, Restructuring, GAAP, Tax Accounting, Cash Flow, Investments, General Ledger, Financial Modeling, Corporate Tax, Revenue Recognition, Forensic Accounting, Account Reconciliation, Sarbanes-Oxley, Small Business, Income Tax, International Tax, Partnership Taxation, Enterprise Risk..., Tax Research, Finance
Education
Penn State University 2008 — 2011
Masters, Human Resources and Employment Relations
Fairleigh Dickinson University-Florham Campus 1991 — 1995
MS, Taxation
Rider University 1983 — 1987
BS, Accounting
Microsoft June 2010 - Present
Microsoft November 2000 - June 2010
Computer Sciences Corporation September 1998 - November 2000
Arthur Andersen LLP March 1994 - September 1998
Corporate Software June 1993 - March 1994
Skills
Microsoft Technologies, Enterprise Software, Microsoft Exchange, Unified Communications, Cloud Computing, Professional Services, Virtualization, Architectures, Pre-sales, Enterprise Architecture, IT Strategy, Architecture, Operating Systems, Messaging, Solution Architecture, System Deployment, Security, Solution Selling, Integration, Disaster Recovery, Data Center, Consulting, Partner Management, IT Management, Data Loss Prevention, DLP, High Availability..., Enterprise Mobility, Mobility Management, Mobile Devices, Windows Azure, Lync, Active Directory, Identity Management, ADFS, SSO, SaaS
Education
Providence College 1991 — 1993
B.A.
University of Florida 1987 — 1988
(self-employed) 2010 - Present
Downes Brothers Entertainment November 2007 - Present
Lucky Crow Films November 2007 - March 2008
Arthur Andersen LLP July 2001 - July 2006
Mayer Brown & Platt October 1996 - July 2001
Skills
Film, Entertainment, Theatre
Education
University of Michigan Law School 1993 — 1996
J.D.
Princeton University 1987 — 1991
A.B., Political Philosophy
St. John's School 1975 — 1987
True Partners Consulting December 2013 - Present
True Partners Consulting June 2009 - December 2013
WTAS July 2002 - June 2009
Arthur Andersen, LLP January 2000 - July 2002
Clinical Practice Management Plan/SUNY Stony Brook September 1994 - January 2000
Arthur Andersen August 1987 - September 1994
Skills
Tax Research, Tax Accounting, FIN 48, Corporate Tax, International Tax, Tax, Income Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Law, Tax Returns, Accounting, CPA
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
BBA, Public Accounting
Bethpage High School- Bethpage, NY 1980 — 1983
Estrella Tax Services January 2002 - Present
A & R Associates August 1997 - Present
TVT US Corporation, Inc. September 2006 - February 2007
Tamarack Forestry Service August 2001 - December 2001
Lewis Tree Service 1997 - 2001
Access Rentals, Inc June 1996 - November 1996
Eldredge, Fox & Porretti LLP December 1995 - April 1996
Arthur Andersen LLP May 1994 - December 1995
Skills
Accounting, Tax, Sales Tax, Excel, Word, Small Business, Business Planning, Start-ups, Income Tax, Insurance, Tax Preparation, Budgeting, Bookkeeping, Accounts Payable, Accounts Receivable, Preparation, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Budgets, Business Development, General Ledger, Fixed Assets, Payroll Taxes, Auditing, Payroll, Accountants, QuickBooks, Tax Accounting, Journal Entries, Employee Benefits
Education
State University of New York College at Brockport 1993 — 1995
BS, Accounting
Paul Smith's College 1986 — 1988
AAS, Hotel and Restaurant Management
Calyx Energy III, LLC July 2014 - Present
RedFork Energy June 2012 - July 2014
Redbud E&P August 2009 - May 2012
MILLBRAE ENERGY January 2007 - August 2008
Brighton Energy, LLC 2001 - 2002
Mazzio's Corporation 1998 - 2001
Arthur Andersen LLP 1995 - 1997
Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Payable, Financial Accounting, Accounts Receivable, Forecasting, GAAP, Auditing, Budgets, Microsoft Excel, Microsoft Office, CPA, Internal Controls, US GAAP
Education
Oklahoma State University 1991 — 1995
BS, Accounting/Finance
Gina Noy CPA PC, Noy Tax April 2011 - Present
Take Two Interactive Software, Inc. January 2009 - April 2010
The Blackstone Group June 2006 - January 2009
PricewaterHouseCoopers September 2004 - June 2006
Deloitte & Touche LLP May 2002 - August 2004
ARTHUR ANDERSEN, LLP September 2000 - May 2002
Skills
Domestic Tax Preparation, International Tax..., Domestic Tax Planning, International Tax..., Tax Presentations, Tax, Presentations, Corporate Tax, Accounting, International Tax, Income Tax, Auditing, Tax Preparation, Preparation, Financial Planners, SEC filings, Tax Research, Tax Returns, Tax Advisory, Partnership Taxation, Tax Law, Investments, Asset Management, Valuation, Transfer Pricing, Private Equity, Tax Accounting, Hedge Funds, Corporate Law, Due Diligence, Mergers & Acquisitions, Financial Reporting, Analysis, Strategic Financial..., GAAP, Finance, Corporate Finance, Budgets, SEC Filings, Financial Planning
Education
Pace University
BBA, Public Accounting
Ascentis September 2014 - Present
Ascentis May 2013 - September 2014
Infor October 2011 - April 2013
Enwisen 2008 - November 2011
Willis January 2008 - October 2008
Willis Benefits of North America June 2004 - January 2008
Dimension Data North America November 2003 - June 2004
BearingPoint July 2002 - November 2003
Arthur Andersen LLP March 1999 - July 2002
National Wildlife Federation July 1995 - March 1999
Skills
SaaS, Professional Services, Project Management, HRO, Health & Welfare..., HCM Technologies, Personnel Management, HRIS, Talent Management, Employee Benefits, Human Resources, Benefits Administration, HR Consulting, Mergers & Acquisitions, HR Transformation
Education
Ohio University 1991 — 1995
BA
PwC August 2015 - Present
Protiviti January 2012 - July 2013
Robert Half Management Resources July 2011 - January 2012
PwC December 2003 - November 2009
Northport Partnership Management March 2002 - July 2003
Arthur Andersen, LLP September 1999 - December 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Auditing
Education
Providence College 1995 — 1999
Bachelor of Science, Accounting
Mount Saint Mary Academy 1991 — 1995
Washington State Department of Transportation December 2003 - Present
The National Academies, Transportation Research Board 2005 - Present
The Catholic University of America November 2013 - Present
University of Washington October 2004 - Present
Phoenix Information Management LLC May 2013 - May 2014
University of Washington January 2002 - June 2003
Arthur Andersen LLP October 1996 - October 2001
Skills
Metadata, Taxonomy, Information Architecture, Databases, SharePoint, Data Modeling, Information Management, Content Management, Knowledge Management, Enterprise Architecture, Library Science, Metadata Management, Enterprise Content..., Usability, Microsoft SQL Server, Content Strategy, Systems Analysis, SQL, Ontologies, Library, Visio, Web Content Management, Information Governance, Conceptual Modeling, Business Semantics, Video Production, Database Design, Web Services, Software Development, SSRS, Thesaurus, XML, Requirements Analysis, SDLC, SOA, Text Mining, Text Analytics, Semantic Modeling, Systems Design, Data Governance, Technical Writing, Information Policy, Object Modelling, Master Data Management, Geospatial Data, Zachman Framework, Libraries
Education
University of Washington 2001 — 2003
MS, Information Management
Oregon State University 1985 — 1990
BS, Broadcasting Media Communications, Computer Science
Chicago High School for Metropolitan Studies 1982 — 1983
Diploma
Urbana High School 1980 — 1982
Technology Initiatives, Inc. February 2011 - Present
Bristol-Myers Squibb Co. 2005 - January 2011
Federal Reserve Bank of New York April 1997 - July 2005
Remy Amerique April 1996 - April 1997
Remy Cointreau April 1996 - April 1997
Arthur Andersen LLP 1993 - 1996
Skills
Cloud Computing, Managed Services, Cisco, Network Architecture, Staffing Industry, Cisco Technologies, Project Management, Recruiting, Strategy, Leadership, Industrial Sector, Management, Networking, Information Technology, Business Analysis, Active Directory, SDLC, Data Center, Security, Disaster Recovery, ITIL, Troubleshooting, Technical Support, Project Portfolio..., Servers, Strategic Planning, Training, Telecommunications, Vendor Management, IT Strategy, Consulting, IT Management, Process Improvement, SharePoint, System Deployment, IT Service Management, Service Delivery, IT Operations, Testing, Infrastructure, Integration, Enterprise Architecture, Cross-functional Team...
Education
Pace University 2000 — 2004
CorVel Corporation March 2014 - Present
Attorney in Private Practice 2012 - 2014
Zwicker & Associates, P.C. 2010 - 2012
Unifund 2007 - 2008
Schroeder, Maundrell, Barbiere & Powers 2002 - 2007
Schroeder, Maundrell, Barbiere & Powers 2000 - 2002
Arthur Andersen LLP 1995 - 1999
Skills
Litigation, Civil Litigation, Courts, Trials, Mediation, Litigation Support, Arbitration, Pleadings, Document Review, Legal Research, Legal Writing, Commercial Litigation, Westlaw, Corporate Law, Appeals, Personal Injury, Employment Law, Research, Bankruptcy, Contract Negotiation
Education
University of Cincinnati College of Law 1999 — 2002
J.D., Law
Ohio University 1988 — 1992
B.A., Political Science
AC Lordi July 2009 - Present
AC Lordi Consulting October 2005 - July 2009
Lordi Consulting LLC May 2001 - October 2005
WebLinc LLC March 2000 - May 2001
Monsoon Microstudios, Inc. April 1999 - March 2000
Arthur Andersen LLP October 1994 - April 1999
KPMG July 1992 - October 1994
Skills
SEC filings, Accounting, Private Equity, Sarbanes-Oxley, Internal Controls, Due Diligence, US GAAP, Financial Reporting, Internal Audit, Corporate Governance, Mergers, Financial Analysis, Process Improvement, Auditing, Enterprise Risk..., Financial Accounting, Venture Capital, Forensic Accounting, Litigation Support, PMO Services, COSO, Project Management, Sarbanes-Oxley Act, SEC Filings, Finance, Mergers & Acquisitions, Tax, General Ledger, Risk Management, CPA, Corporate Finance, External Audit, Managerial Finance, Financial Modeling, Risk Assessment, Fraud, Business Process..., Cost Accounting, Start-ups
Education
Penn State University 1988 — 1992
BS, Accounting
Brookdale April 2015 - Present
Johnson Controls August 2014 - April 2015
Brookdale Senior Living July 2012 - August 2014
Fiserv May 2010 - July 2012
Clifton Gunderson LLP February 2007 - May 2010
Norlight Telecommunications May 2004 - February 2007
Deloitte May 2002 - May 2004
Arthur Andersen LLP May 2000 - May 2002
Various January 1994 - May 2000
Skills
Event Planning, Vendor Management, Project Planning, Project Management, Event Management, Corporate Events, Sponsorship Management, Venue Management, Wedding Planning, SAP, Ceridian, Talent Acquisition, Recruiting, Human Resources, Training, Leadership, Performance Management, New Hire Orientations, Employee Relations, Interviews, Employee Benefits, Customer Service, Employee Training, Organizational..., Management, Personnel Management, Policy, Time Management, Sponsorship
Education
Ottawa University 2006 — 2010
Bachelors, Business Administration/HR Management
IBM March 2000 - July 2015
EAI Partnership 1997 - 2000
Arthur Andersen LLP 1994 - 1997
Skills
Business Analysis, Business Process, Business Intelligence, Process Improvement, Business Process..., Auditing, Outsourcing, Forecasting, Financial Reporting, Variance Analysis, Budgets, Internal Controls, Sarbanes-Oxley Act, Managerial Finance
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, Finance
Pace University - Lubin School of Business 1992 — 1994
BBA, Public Accounting
KPMG US October 2005 - Present
KPMG US May 2002 - September 2005
Arthur Andersen LLP January 1993 - May 2002
Skills
Auditing, External Audit, Sarbanes-Oxley, Internal Controls, IPO, Mergers & Acquisitions, Forest Products, Manufacturing, Airlines, Paper Industry, Big 4, Finance
Education
Oregon State University 1990 — 1994
Bachelor of Science (B.S.), Business Administration, Accounting
Molalla Union High School 1986 — 1990
GlaxoSmithKline April 2006 - Present
North Side Investments LLC 2003 - Present
Bellwood Properties LLC August 1999 - Present
GlaxoSmithKline March 2013 - August 2014
GlaxoSmithKline January 2012 - April 2013
Bristol-Myers Squibb April 2005 - March 2006
The Columbus Organization March 2002 - April 2005
Martin Oil Company January 2000 - March 2002
Arthur Andersen LLP September 1996 - September 1998
Skills
Business Planning, Data Analysis, Data Manipulation, Training, Project Management, Data Management, Process Improvement, Pharmaceutical Sales, Development Coaching, Respiratory Products, Managed Care, Healthcare, Product Launch, Budgets, Team Building, Hospitals, Auditing, Teaching, Oncology, Gastroenterology, Selling, Coaching, Medical Devices, Customer Service, Sales, Management, Leadership, Program Management, Recruiting, Hospital Sales, Marketing, Leadership Development, Sales Force Development, Competitive Analysis, Clinical Trials, Key Opinion Leaders, Pulmonology, Competitive Intelligence, Cross-functional Team..., Endocrinology, Internal Medicine, Strategic Planning, Sales Effectiveness, Market Access
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Accounting
St. Francis University 1999 — 2000
MBA, Finance / Marketing
Leadership Blair County 2005 — 2005
City/Urban, Community and Regional Planning
Ecova 2015 - Present
Profiles International 2013 - 2015
Gibbons HR 2012 - 2015
Exotic Metals Forming Company LLC 1999 - 2012
University of Washington 2004 - 2005
Exotic Metals Forming Co LLC 1991 - 1998
SYSCO Food Services 1988 - 1991
Gap Inc./Banana Republic 1988 - 1988
Arthur Andersen LLP 1986 - 1988
Washington State University 1985 - 1986
Skills
Employee Relations, Training, Employment Law, Recruiting, Human Resources, Employee Benefits, HR Policies, Employee Engagement, Leadership Development, Benefits Administration, Performance Management, Leadership, Organizational..., Organizational Design, Management, Applicant Tracking..., Succession Planning, Policy, Personnel Management, Talent Management, Workforce Planning, Process Improvement, Team Building, College Recruiting, Onboarding, Employee Training, Sourcing, Coaching, Time Management, Conflict Resolution, Deferred Compensation, HRIS, Career Development, Talent Acquisition, Strategic Planning, Hiring, Labor Relations, New Hire Orientations, Temporary Placement, FMLA, Interviews, Organizational..., Workers Compensation, Graduate Level, Higher Education, Veterans, Strategy
Education
Washington State University 1980 — 1984
BA, Hotel & Restaurant Administration/Accounting
Pacific Lutheran University 1992 — 1995
MBA, Business
Sinclair Advisory Group January 2010 - Present
GIFT OF TIME LLC October 2007 - June 2011
Washington Consulting June 2006 - June 2007
Navigant Consulting April 2003 - September 2006
Freddie Mac June 2002 - March 2003
Hoffman, Fitzgerald, & Snyder June 2001 - June 2002
Arthur Andersen LLP September 1995 - May 2001
Education
Providence College 1991 — 1995
BS, Major: Business Administration, Minor: Accounting
Monkey Paw Entertainment, Inc. January 2008 - Present
iTRACS Corporation October 2011 - March 2012
IBM June 2004 - June 2011
Sony Electronics 2002 - 2004
Arthur Andersen LLP 1998 - 2000
MindMatrix, Inc 1998 - 1999
Skills
Management, Leadership, PMP, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Contract Negotiation, PMO, Event Management, Project Management, Resource Management, Business Analysis, SDLC, Marketing, PHP, MySQL, Amazon Web Services..., Business Process, Integration, Cloud Computing, Data Center, Service Delivery, Requirements Analysis, IT Management, IT Service Management, ITIL, Software Development, Cross-functional Team..., Strategy, Management Consulting, Visio, Process Improvement, Human Resources, SaaS, Security, Product Management, Business Process..., Change Management, Outsourcing, Enterprise Architecture, Agile Methodologies, Project Delivery, Information Technology, MS Project, Solution Architecture, Project Planning, CRM, Disaster Recovery, IT Operations
Education
Penn State University 1991 — 1995
Computer Engineering
Dayton High School 1986 — 1991
Ernst & Young June 2011 - Present
Grant Thornton July 2008 - June 2011
Grant Thornton 2003 - 2008
Arthur Andersen LLP 1996 - 2002
KPMG Peat Marwick 1992 - 1994
Skills
Energy Industry, SEC filings, Partnership Taxation, IPO, Income Tax, Due Diligence, Tax
Education
Oklahoma State University 1995 — 1995
Master of Science, Accounting
University of Oklahoma - Price College of Business 1988 — 1992
Bachelor of Accountancy, Accounting
Chegg Inc. July 2013 - Present
Traveled May 2012 - June 2013
HGST, a Western Digital company - formerly a Hitachi company February 2008 - May 2012
Western Digital January 2004 - October 2007
Siebel Systems January 2001 - June 2003
Adaptec October 1998 - January 2001
ARTHUR ANDERSEN LLP January 1994 - October 1998
Crum & Forster June 1990 - December 1993
Skills
Sarbanes-Oxley Act, Forecasting, Financial Reporting, Process Improvement, Financial Analysis, Accounting, Manufacturing, Risk Management, Internal Audit, Business Process..., Auditing, SAP, Revenue Recognition, Mergers, Budget, Finance, Internal Controls, Sarbanes-Oxley, Budgets, US GAAP, SEC filings, Cost Accounting, Mergers & Acquisitions, Consolidation, Variance Analysis, GAAP, Managerial Finance, Acquisition Integration, Hyperion Enterprise, Enterprise Risk..., Financial Audits, Start-ups
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Business, Language
Oklahoma State University 1983 — 1988
B.S., Accounting, German
EMHS 1979 — 1983
Advisory Services April 2008 - Present
Synapse Group, Inc. (a TimeWarner Company) February 2000 - March 2008
The Reader’s Digest Association, Inc. June 1999 - February 2000
Delcal Enterprises/Argo International Corporation September 1995 - May 1999
J.P. Morgan & Co. Incorporated June 1994 - September 1995
Arthur Andersen LLP September 1986 - June 1994
Skills
Due Diligence, Strategic Planning, Mergers, Strategy, Start-ups, Start-up Consulting, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Integrated Marketing, Budgets, Mergers & Acquisitions, Management, P&L Management, Finance, Marketing, Business Strategy, Financial Reporting, Entrepreneurship, Strategic Partnerships, Sales, Corporate Finance, Executive Management, Competitive Analysis, E-commerce, Analytics, Management Consulting, CRM, Business Development, Direct Marketing, Business Planning, Digital Marketing, Customer Acquisition, Lead Generation, Digital Strategy, Online Marketing, Email Marketing, Marketing Management, Product Management, Market Research, Online Advertising, Web Analytics, Consulting, Leadership, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1986
BBA, Public Accounting
Tappan Zee HS
CDW Advanced Technology Group 2011 - Present
Netera Networks 2009 - Present
Fair Data Systems, Inc. November 2007 - Present
Stellion Ltd. Co. 2002 - 2007
Integral Access, Inc. 1999 - 2001
Lucent Technologies (AG Communications) 1996 - 2000
Arthur Andersen, LLP 1993 - 1996
Kenneth Leventhal & Co. 1991 - 1993
Education
Oklahoma State University 1990 — 1991
Masters, Financial and Tax Accounting
Oklahoma State University 1988 — 1990
Bachelors, Accounting
Oklahoma State University 1983 — 1987
Bachelors, Political Science / History
Bartlesville High School
Senior Equity Financial, Inc. 2008 - Present
Wells Fargo 2003 - 2008
K.A.Phillips 2001 - 2002
Arthur Andersen LLP 1997 - 2000
Education
Providence College 1993 — 1997
BS, Accounting & Finance
Holderness 1989 — 1993
Ihde CPA, PC July 2009 - Present
Nike October 2002 - May 2009
Atlas Copco Wagner August 1999 - October 2002
Arthur Andersen LLP 1995 - 1999
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Business Planning, Strategy, Tax Preparation, CPA, Accounting, Financial Audits, Tax Returns
Education
Oregon State University 1991 — 1995
BS, Accounting
Grant Thornton February 2004 - Present
Arthur Andersen LLP February 1993 - June 2002
Kentucky Revenue Cabinet February 1989 - February 1993
Skills
Corporate Tax, Tax, State Tax, Tax Advisory, Tax Research, FIN 48, Internal Controls, Tax Accounting, Income Tax, International Tax, US Tax, Use Tax, CPA, Partnership Taxation, Auditing, Property Tax, Sarbanes-Oxley Act, Tax Law, Forensic Accounting, General Ledger, Mergers, Litigation Support, State Tax Planning
Education
Pikeville College 1985 — 1989
BA, Accounting
Mary C. Richart, CPA, PC June 2009 - Present
ERNST & YOUNG LLP October 2007 - December 2008
HAFFNER & ASSOCIATES CPAs, LLC December 2006 - September 2007
BDO SEIDMAN, LLP May 2000 - December 2006
MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PA, INC. June 1999 - December 2000
GMAC COMMERCIAL MORTGAGE CORPORATION April 1997 - June 1999
LAINIERE DE PICARDIE, INC. June 1996 - April 1997
ARTHUR ANDERSEN LLP September 1994 - June 1996
Skills
Tax, Income Tax, Accounting, Finance, Accounts Payable, Payroll, Auditing, General Ledger, QuickBooks, Corporate Tax, Strategic Financial..., Budgets, Tax Returns, Corporate Finance, Small Business, Tax Preparation, CPA, Financial Statements
Education
Philadelphia University
Bachelors, Accounting
Villanova University School of Law
Graduate Tax Courses
Somerset Regional Water Resources, LLC June 2013 - Present
PBS Coals, Inc March 2000 - May 2013
Arthur Andersen LLP January 1991 - February 2000
Skills
Accounting, Insurance, Contract Negotiation, Contractual Agreements, Internal Controls, Finance, Internal Audit, Invoicing, Financial Analysis, Forecasting, Budgets, Cost Accounting, Financial Reporting, GAAP, Financial Accounting, Sarbanes-Oxley Act, Auditing, Management, Strategic Planning
Education
Penn State University 1987 — 1991
Bachelor's Degree, Accounting, Certified Public Accountant
Baker Hughes Incorporated June 2015 - Present
Baker Hughes, Inc. October 2013 - June 2015
Baker Hughes 2010 - October 2013
Pratt & Whitney 1996 - 2010
Arthur Andersen, LLP 1992 - 1996
Skills
Supply Chain Management, Supply Chain, Materials Management, Six Sigma, Continuous Improvement, Process Improvement, Strategic Sourcing, Manufacturing, Procurement, Lean Manufacturing, SAP, Team Management, Financial Accounting, Sales Operations, Profit Maximization, Auditing, Industrial Relations, Program Management, Cross-functional Team..., Management, Operations Management
Education
Purdue University - Krannert School of Management 1998 — 2000
Master of Business Administration (MBA)
Purdue University 1989 — 1992
Bachelor of Science (BS), Accounting
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2011 - May 2014
BKD CPAs & Advisors August 2008 - January 2011
Sanders & Co, LLC August 2005 - July 2008
Brinker International August 2004 - August 2005
RSM McGladrey November 2000 - August 2004
Arthur Andersen LLP July 1999 - November 2000
Skills
CPA, Tax, Corporate Tax, Financial Reporting, Tax Preparation, GAAP, Tax Research, US GAAP, Outlook, Accounting, Tax Accounting, Income Tax
Education
Oklahoma State University 1996 — 1999
MS In Acctg, Accounting
Whipple Creek Restoration Project November 2013 - Present
Cambia Health Solutions April 2013 - Present
Cambia Health Solutions January 2012 - April 2013
Cambia Health Solutions September 1995 - December 2011
Arthur Andersen, LLP 1992 - 1995
Skills
Strategic Planning, Financial Reporting, Accounting, Business Analysis, Strategy, Leadership
Education
Portland State University 1990 — 1992
BS Accounting
Sequa Corporation August 2009 - Present
TIAA-CREF October 2005 - August 2009
PepsiCo November 2001 - June 2004
Arthur Andersen, LLP January 2000 - November 2001
PricewaterhouseCoopers September 1997 - November 2000
Skills
Tax, Corporate Tax, Accounting, Financial Reporting, Tax Research, SEC filings
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Taxation
City University of New York-Queens College 1992 — 1997
Bachelor of Science (BS), Accounting
LeaderShift Insights October 2007 - Present
Coca-Cola Enterprises 2010 - March 2011
Cambridge Leadership Group 2008 - 2009
AutoZone November 2004 - October 2007
Bank of America December 2000 - October 2004
AlliedSignal/Honeywell November 1998 - September 2000
Empowered Synergy November 1997 - November 1998
Arthur Andersen, LLP May 1994 - November 1997
Skills
Talent Management, Change Management, Process Improvement, Strategic Thinking, Six Sigma, Creating Alignment, Large Group Facilitation, Performance Management, Executive Coaching, Development Of Teams, Organizational Design, Leadership Development, Organizational..., Transition Planning, Employee Engagement, Team Building, Program Management, Cross-functional Team..., Strategic Planning, Leadership, Management, Human Resources, Strategy, Recruiting, Organizational..., HR Consulting, Coaching, Workshop Facilitation, Mergers & Acquisitions, Executive Management, Succession Planning
Education
Penn State University 1990 — 1994
BS, Marketing, Reengineering, Managerial Strategy
Avenues LLC April 2015 - Present
MetroPCS March 2013 - June 2015
ADT Security March 2004 - February 2009
Arthur Andersen LLP January 1998 - August 2002
Skills
Wireless, Direct Sales, Training, Business Development, Sales Operations, Account Management, Sales, Sales Management, Solution Selling, Sales Process, Customer Retention, Customer Satisfaction, Selling, Salesforce.com, Telecommunications, Cellular Communications, Leadership, Consulting, Search, Team Building, Strategy, Recruiting, Management
Education
Penn State University 2002 — 2004
Bachelor’s Degree, Life Sciences
Slippery Rock University of Pennsylvania 1995 — 1997
Bachelor of Science (BS), Accounting
Penn State University 1992 — 1995
Bachelor’s Degree, Accounting
RTI International July 2009 - Present
Duke Energy Corporation September 2004 - July 2009
Liberty Power Corp. January 2004 - September 2004
Duke Energy Corporation August 2002 - January 2004
Arthur Andersen LLP January 1996 - June 2002
Sypris Electronics, LLC August 1995 - January 1996
Skills
Supplier Diversity, Contract Management, Strategic Sourcing, Contract Negotiation, Strategic Planning, Process Improvement, Project Management, Procurement, Program Management, Change Management, Vendor Management, Team Building, Business Development, Purchasing, Supply Management, Business Planning, Negotiation, Government Contracting, Management, Strategy, Performance Management, Energy, Leadership, Supply Chain, Cross-functional Team..., Government, Project Planning, Supply Chain Management, Six Sigma, Analysis, Budgets, Business Process..., Operations Management, Forecasting, Proposal Writing, Management Consulting, Logistics, Organizational..., Training, Business Strategy, Policy, Team Leadership, Outsourcing, Data Analysis, Sourcing, Leadership Development, Executive Management
Education
University of South Florida 2006 — 2008
Master of Science
University of South Florida 2002 — 2002
Certificate, Oracle DBA
Portland State University 1990 — 1994
Bachelor of Arts
Academia Laser de Brasilia (Brazil) 1985 — 1986
High School, Electro-Mechanics Certificate
Mizuho Corporate Bank September 2001 - Present
Arthur Andersen LLP 1999 - 2000
KPMG 1996 - 1999
Skills
Federal Taxation, State and Local Taxation, General Accounting And..., Accounting, Bookkeeping, Corporate Tax, Tax Preparation, Tax, SEC filings, Tax Law, Restructuring, Accounts Payable, VAT, CPA, Tax Accounting, Tax Research, Accounts Receivable, Financial Modeling, Auditing, Partnership Taxation, QuickBooks, Tax Advisory, GAAP, IRS, Corporate Finance, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, US GAAP, Income Tax, Internal Audit, Assurance, Transfer Pricing, IFRS, General Ledger, Cash Management, Financial Accounting, Management Consulting, Mergers, Financial Analysis, International Tax, Bank Reconciliation, Internal Controls, Accountants, Management Accounting, Cash Flow Forecasting, Sarbanes-Oxley, Finance, Consolidation, Treasury
Education
Pace University - Lubin School of Business 1997 — 2001
MS, Tax
Pace University - Lubin School of Business 1993 — 1996
BBA, Accounting
SandRidge Energy August 2009 - Present
Windsor Energy Group LLC / Grizzly Oil Sands 2007 - 2009
Dobson Communications March 1999 - May 2007
Eateries Inc. 2007 - 2007
Arthur Andersen LLP 1995 - 1999
Skills
Accounting, Financial Reporting
Education
Oklahoma State University 1991 — 1995
Accounting, Accounting/Finance
Andersen Tax July 2002 - Present
Loyola Law School July 2011 - Present
USC Tax Institute, Gould School of Law, University of Southern California September 2011 - January 2012
Arthur Andersen LLP 2000 - 2002
Skills
Tax, Tax Law, Wealth Transfer Planning, Wealth Transfer, Wealth Preservation..., Wealth Preservation, Wealth Building, Wealth Accumulation, Wealth, Estate Tax Planning, Estate Planning, Gift Tax, Private Foundations, Charitable Trusts, Charitable Giving..., Charitable Giving, Income Tax, Tax Compliance, Tax Preparation, Tax Accounting, International Tax, Business Planning, Charities, Estate Law, Strategy, Tax Advisory, Trusts, Wealth Management..., Corporate Tax, Financial Analysis, Accounting
Education
Pepperdine University School of Law 1997 — 2000
Doctor of Jurisprudence, Cum Laude, Taxation and Entertainment Law
University of California, Davis 1992 — 1996
Bachelor of Science, With Honors, Managerial Economics
Vacaville High School 1988 — 1992
High School Diploma, Valedictorian
Health Insurance Innovations March 2013 - Present
PulteGroup May 2012 - March 2013
CapitalSource June 2010 - April 2012
The Siegfried Group, LLP April 2006 - June 2010
MicroStrategy Inc September 2002 - March 2006
The Fairchild Corporation July 2001 - September 2002
Arthur Andersen LLP September 1999 - June 2001
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Consolidation, Finance, CPA, Management, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Leadership, XBRL, Banking, Hyperion Enterprise, GAAP, Revenue Recognition, Sarbanes-Oxley, Microsoft Excel, Microstrategy, Internal Audit, Managerial Finance, General Ledger, Financial Analysis, SEC reporting, Foreign Exchange, Collaboration, Software
Education
Penn State University 1995 — 1999
BS with Distinction, Accounting
Philadelphia Energy Solutions, LLC September 2014 - Present
Universal Display Corporation September 1999 - July 2014
Arthur Andersen LLP September 1996 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Negotiation, Financial Reporting, Financial Analysis, Accounting, SEC filings, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Statements, Financial Accounting, General Ledger, Auditing, SEC Filings
Education
Temple University - Fox School of Business and Management 1993 — 1995
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
Penn State University 1991 — 1993
PrattBook, PLLC September 2015 - Present
PrattLaw, PLLC March 2014 - September 2015
Pratt Law Group, PC 2001 - March 2014
PaxtonPratt, LLP 2004 - 2008
Roberts & Baucum, PC 2000 - 2002
Arthur Andersen, LLP 1999 - 2000
Dallas County District Attorney's Office 1998 - 1999
KPMG 1997 - 1998
Skills
Estate Planning, Trusts, Bankruptcy, LLC, Wills, Real Estate, Mediation, Estate Administration, Guardianship, Estate Tax Planning, Corporate Law, Business Formation, Tax, Small Business, Mergers, Powers of Attorney, Chapter 7, Tax Law, Real Estate Transactions, Business Transactions, Commercial Real Estate, Estate Law, High Net Worth..., Elder Law, Wealth, Corporations, Legal Advice, Corporate Governance, Legal Assistance, Attorneys, Joint Ventures, Intellectual Property, Nonprofits, Mergers
Education
Oklahoma City University School of Law 1994 — 1997
Juris Doctor, Law
University of Oklahoma - Price College of Business 1986 — 1993
Bachelor of Business Administration (BBA), Accounting
Levi Strauss & Co. April 2006 - December 2011
Siebel Systems, Inc. March 2003 - March 2006
ESC Entertainment, Inc. formerly of Warner Bros. Entertainment Group of Companies June 2002 - February 2003
Ernst & Young LLP March 2001 - June 2002
Gumbiner Savett September 1999 - February 2001
Arthur Andersen LLP February 1998 - June 1999
Skills
Tax, Financial Reporting, Accounting, Transfer Pricing, International Tax, Finance, Internal Controls, US GAAP, Auditing, Cash Flow, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Corporate Tax, CPA, IFRS
Education
Ouachita Baptist University 1993 — 1997
BA, Double Major: Finance & Accounting
Deloitte & Touche LLP June 2002 - Present
Arthur Andersen LLP 1991 - 2002
Skills
SEC filings, CPA, External Audit, Auditing, Management Consulting, Internal Controls, Due Diligence, Enterprise Risk..., Financial Analysis, Financial Modeling, US GAAP, Mergers, Tax, Sarbanes-Oxley Act, Accounting, IPO, Restructuring, Internal Audit, International Tax, Financial Accounting, Financial Reporting, IFRS, Acquisition Integration, Private Equity, GAAP, Corporate Finance, IT Audit, Corporate Tax, Business Strategy, Corporate Governance, Mergers & Acquisitions
Education
Pepperdine University 1987 — 1991
Bachelor of Science (BS), Accounting
Saint Ignatius 1984 — 1987
Saint Ignatius
Radler White Parks & Alexander LLP April 2015 - Present
K&L Gates November 2012 - April 2015
Ball Janik LLP February 2011 - October 2012
Jordan Schrader Ramis PC September 2009 - January 2011
Paul, Hastings, Janofsky & Walker LLP October 2004 - August 2009
Skadden Arps September 2003 - September 2004
Arthur Andersen LLP September 1998 - August 2000
Education
USC Gould School of Law 2001 — 2003
Juris Doctor, Law
University of Illinois College of Law 2000 — 2001
N/A - transferred to USC, Law
Portland State University 1996 — 1998
BS, Business Administration (Accounting)
VendScreen, Inc. March 2013 - January 2014
Radiant ZEMAX LLC August 2011 - December 2012
ClearAccess, Inc. June 2009 - August 2011
PreCash, Inc. June 2000 - January 2009
Gardenburger, Inc August 1994 - March 2000
Arthur Andersen LLP 1983 - 1987
Skills
Strategic Planning, Account Management, Analysis, Auditing, Budgets, Executive Management, Management, Mergers & Acquisitions, Financial Modeling, Finance, Process Improvement, Strategy, Program Management, Business Strategy, Start-ups, Product Management, Product Development, Business Development, Forecasting, Fundraising, Financial Reporting, Team Building, Financial Analysis, Negotiation, Mergers, Risk Management, Corporate Finance, Project Management, Due Diligence, Business Planning, Microsoft Excel, Leadership, Change Management, New Business Development, Cross-functional Team..., Small Business, Strategic Partnerships
Education
Harvard Business School 1995 — 1996
Executive Education Program, Finance, Corporate Strategy, Agribusiness, Completion Certificate
University of Oregon 1989 — 1991
MBA, Strategic Management
Oregon State University 1980 — 1984
BS, Finance and Computer Science
Stallop, Slattery & Associates, LLP January 2012 - Present
Stallop, Slattery & Associates, LLP January 2009 - December 2011
PMB Helin Donovan January 2005 - December 2008
Bonney, Percival & Sheets, PC June 2002 - July 2004
Arthur Andersen, LLP January 2001 - June 2002
Skills
Accounting, Financial Reporting, QuickBooks, ProSystem fx Tax, Financial Accounting, Internal Controls, General Ledger, Tax, Tax Research, Financial Statements, Tax Preparation, CPA, Partnership Taxation
Education
Oklahoma Christian University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Montgomery Coscia Greilich LLP October 2011 - Present
Grant Thornton LLP July 2002 - July 2011
McAfee 2005 - 2006
Arthur Andersen LLP 1999 - 2002
Skills
GAAP, Audit, Auditing, Revenue Recognition, FASB, Public Companies, Accounting, Financial Reporting, SEC reporting, US GAAP, Internal Controls, SOX, Consolidation, Technical Accounting, Financial Accounting, 10Q, External Audit, SEC filings, Accounting Standards, Assurance, Accounting Policy, 10K, Private Companies, Sarbanes-Oxley Act, Mergers & Acquisitions, Sarbanes-Oxley, SEC Financial Reporting, General Ledger, SEC Filings, Financial Statements
Education
Oklahoma State University 1996 — 2001
Master of Science (MS), Accounting
SunTrust Bank January 2008 - Present
Countrywide Financial Corporation May 2004 - November 2007
Countrywide 2004 - 2007
IBM Global Services January 2000 - November 2002
MasterCard International March 1996 - November 1999
Arthur Andersen LLP January 1994 - March 1996
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
MBA
Saint Louis University 1980 — 1984
B.S., Marketing
KS&Co June 2005 - Present
KPMG August 2002 - June 2005
KPMG Audit 2002 - 2005
Arthur Andersen LLP January 2000 - August 2002
Ernst & Young January 1999 - January 2000
Education
Portland State University - School of Business 1995 — 1997
BS, Accounting
Northwestern Mutual Investment Management Company July 2008 - Present
State of Wisconsin Investment Board February 2007 - May 2008
ACME Business Consulting September 2004 - August 2006
IBM Business Consulting Services October 2002 - June 2004
PricewaterhouseCoopers Consulting July 2002 - October 2002
Arthur Andersen LLP July 1999 - July 2002
Firstar Investment Management and Research Company August 1996 - August 1998
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Financial Services, Investments, Equities, Management Consulting, Business Analysis, Equity Research, Due Diligence, Risk Management, Process Improvement, Accounting, Program Management, Strategic Planning, Fixed Income, DCF, Bloomberg, Business Process..., Strategy, Leveraged Finance, Business Strategy, Business Intelligence, Leadership, Securities, Credit Analysis, Chartered Financial..., High Yield, Equity Valuation, Fixed Income Analysis, Investment Management, Asset Allocation
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
MBA, Applied Security Analysis
Portland State University 2004 — 2005
Graduate Certificate, Applied Energy Economics and Policy
University of Wisconsin-Madison - School of Business 1998 — 1999
M.Acc., Accounting
University of Wisconsin-Madison 1994 — 1998
BBA, Accounting, Finance
Protech Security, Inc. June 2014 - Present
FirstEnergy June 2012 - June 2014
FirstEnergy May 2006 - June 2012
Protiviti, Inc. May 2002 - May 2006
Arthur Andersen LLP September 2001 - May 2002
Skills
Financial Analysis, Internal Audit, Finance, Process Improvement, Financial Reporting, Risk Management, Business Process..., Sarbanes-Oxley Act, CISA, Information Technology, Auditing, Internal Controls, Governance, Sarbanes-Oxley, Management
Education
Ohio University 1997 — 2001
BBA
Grant Thornton LLP June 2002 - October 2010
Arthur Andersen LLP September 2001 - May 2002
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, International Tax, Income Tax, SEC Filings, SEC filings
Education
Pace University - Lubin School of Business 1997 — 2001
BBA / MBA, Public Accounting
Brooklyn Technical HS 1993 — 1997
Consulting CFO January 2007 - Present
Permanente Dental Associates October 2008 - April 2013
Care Health Solutions January 2008 - October 2008
Metro One Telecommunications April 2000 - September 2007
Analogy, Inc. June 1996 - April 2000
Arthur Andersen 1990 - 1996
Arthur Andersen LLP 1990 - 1996
Skills
Team Building, Strategic Planning, Coaching, Customer Service, Sales, Managerial Finance, Executive Management, Project Management, Payroll, Auditing, Sarbanes-Oxley Act, Budgets, Financial Modeling, Finance, Strategy, Analysis, Mergers & Acquisitions, Business Strategy
Education
Portland State University - School of Business 1987 — 1989
Accounting
Pacific Lutheran University
Bachelor of Arts (B.A.), Biology, General
AARP 2002 - Present
Arthur Andersen LLP 1999 - 2002
Skills
Marketing Communications, Digital Marketing, Email Marketing, Facebook Marketing, Social Media, Project Management, Analysis, Sweepstakes, Internal Communications, Editing, Social Networking, JIRA, CMS, Omniture
Education
Providence College
Central Garden and Pet May 2012 - Present
Supervalu 2005 - 2012
SUPERVALU, Inc. June 2005 - July 2007
KPMG May 2002 - June 2005
Arthur Andersen LLP 2000 - 2002
Skills
Inventory Management, Loss Prevention, Financial Reporting, SOX, External Audit, Internal Audit, Income Tax, Business Process..., Sarbanes-Oxley Act, Process Improvement, Coaching, Accounts Payable, General Ledger, Auditing, Internal Controls, Accounting, SEC filings, Financial Analysis, Forecasting
Education
Portland State University - School of Business
Bachelor of Science, Accounting and Information Systems
University of Arizona
Hardesty, LLC September 2013 - Present
AllDigital Holdings, Inc. November 2013 - September 2014
Main Electric Supply Co. August 2011 - June 2013
WomanSage Inc. 2012 - 2012
Loma Linda University Medical Center July 2009 - August 2011
DLC, Inc. March 2006 - April 2009
BI Nutraceuticals August 2001 - March 2006
WaterSave Logic Corp February 1998 - August 2001
Krause's Custom Crafted Furniture 1994 - 1995
Arthur Andersen LLP 1978 - 1983
Skills
SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing, Managerial Finance, GAAP, Accounts Payable, Process Improvement, Mergers & Acquisitions, Internal Controls, Analysis, Finance, IFRS, Leadership
Education
University of Southern California - Marshall School of Business 2006 — 2008
Executive MBA
Portland State University - School of Business 1977 — 1978
Post Bacc Program, Accounting
Thunderbird Graduate School of Global Management 1975 — 1976
MBA, International Management
University of Southern California 1970 — 1974
BA, International Relations
Moss Adams LLP May 2001 - Present
Arthur Andersen LLP 1996 - 2000
Skills
Tax, Partnership Taxation, Corporate Tax, Accounting, Income Tax, CPA, Tax Accounting, Tax Research
Education
Oregon State University 1991 — 1995
McDonald Hopkins LLC October 2010 - Present
Office Depot May 2006 - October 2010
McDonald Hopkins Co., LPA 2004 - 2006
Caterpillar Inc. 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Alcoa 1998 - 2000
DePuy Orthopaedics May 1991 - August 1994
Skills
Patent Prosecution, Patentability, Registered Patent..., patent, Patent Portfolio..., Trademarks, Intellectual Property, Intellectual Property..., Legal Advice, Legal Compliance
Education
University of Pittsburgh School of Law 1995 — 1998
JD, Law
Purdue University 1990 — 1995
BS, Industrial Engineering
Hampton Affiliates 2003 - Present
Hampton Affiliates 1998 - 2003
Pope & Talbot 1986 - 1998
Arthur Andersen LLP 1983 - 1986
Education
Oregon State University 1978 — 1982
BS, Business Admin--Acctg Concentration
Capgemini February 2014 - Present
IBM Global Business Services August 2002 - February 2014
Arthur Andersen, LLP June 1998 - July 2002
Skills
Project Management, SQL, Outsourcing, ERP, Leadership, Oracle, Requirements Analysis, Management, JD Edwards, SDLC, Software Project..., Program Management, Business Process, Vendor Management, Process Engineering, SaaS, Business Intelligence, Integration, SAP, Business Process..., Strategy, Solution Architecture, Consulting, PMO, Strategic Planning, Requirements Gathering, IT Management, Project Delivery, Enterprise Architecture, Pre-sales, Software Installation, Product Management, CRM, Supply Chain Management, Team Leadership, SharePoint, Business Analysis, Enterprise Software, Information Management, Change Management, Software Development, Business Transformation, Business Strategy, Project Portfolio..., Process Improvement, IT Service Management, Management Consulting, IT Strategy, ITIL, Business Development
Education
University of Maryland College Park 1996 — 1998
MBA/MS, Accounting & Information Systems
Pittsburg State University 1988 — 1992
BA, General Business
NBCUniversal, Inc. April 2013 - Present
NBCUniversal, Inc. December 2012 - March 2013
NBC Universal November 2008 - November 2012
NBC Universal March 2007 - October 2008
McGladrey September 2006 - February 2007
McGladrey July 2002 - August 2006
Arthur Andersen LLP September 2001 - June 2002
Arnold Berman and Company 1998 - 2001
Skills
Certified Public...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Pace University - Lubin School of Business 1997 — 2001
Bachelor, Public Accounting
Interactive Communications, Inc. May 2011 - Present
Loyaltyworks May 2001 - May 2011
NetEffect Corporation April 1999 - May 2001
AmeriComm Holdings, Inc. May 1993 - April 1999
Arthur Andersen LLP May 1985 - May 1993
Skills
Microsoft Office, Retail, Billing, Pricing, P&L Management
Education
Penn State University 1983 — 1985
Bachelor of Science (BS), Accounting
Leonard Green & Partners 2005 - Present
Ernst & Young 2002 - 2005
Arthur Andersen LLP 1991 - 2002
Skills
Financial Modeling, Financial Analysis
Education
Oklahoma State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Baker & Hostetler LLP September 2007 - Present
PricewaterhouseCoopers August 2002 - August 2004
Arthur Andersen LLP August 1999 - July 2002
Skills
Tax, Legal Research, Legal Writing, Financial Analysis
Education
University of Notre Dame Law School 2004 — 2007
Juris Doctor (J.D.), magna cum laude
Ohio University 1995 — 1999
Bachelor's Degree, Accounting; Spanish, summa cum laude
PwC 2002 - Present
Arthur Andersen LLP June 1996 - June 2002
Skills
State Tax, Income Tax, Corporate Tax, Tax Accounting, Auditing, Tax, Tax Research, Accounting, Tax Advisory, Sales Tax, CPA, Use Tax, FIN 48, International Tax, US Tax
Education
The University of Akron 1994 — 1996
MBA/Mtax, Acctg and Tax
Ohio University 1990 — 1994
Bachelor's degree, Accounting and Finance
Hunter Peak Investments 2015 - Present
Senet Capital Partners LP 2014 - 2015
Centerbridge Partners•Management Company Controller, managing a team of 6 people at an industry lea 2011 - 2014
Guggenheim Advisors 2010 - 2011
Ramius Capital Group 2006 - 2010
PlusFunds Group Inc 2005 - 2006
Price Waterhouse Coopers 2002 - September 2005
Arthur Andersen LLP September 1999 - 2002
Skills
Alternative Investments, Hedge Funds, Fund Accounting, Investments, Fund Of Funds, Financial Modeling, Private Equity, Asset Management, Bloomberg, Valuation, Accounting
Education
Pace University-Pleasantville/Briarcliff Campus 1996 — 1999
Slippery Rock University August 2012 - Present
Slippery Rock University May 2013 - May 2014
Westinghouse Electric Company September 2008 - August 2012
Education Management Corporation February 2006 - September 2008
EDMC November 2002 - January 2006
EDMC March 2001 - November 2002
EDMC October 1999 - March 2001
Arthur Andersen LLP 1998 - 1999
LORD Corporation 1996 - 1998
Skills
Enterprise Risk..., Project Management, Staff Development, Business Process..., International Operations, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Internal Audit, Financial Analysis, Sarbanes-Oxley, SEC filings, Forecasting, Leadership, Program Management, Finance, Process Improvement, Budgets, Analysis, Strategic Financial..., General Ledger, Financial Audits
Education
Penn State Erie, The Behrend College 2014 — 2016
Master of Business Administration (M.B.A.)
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Accounting
Self Employed 2014 - Present
Marsh & McLennan Companies, Inc. January 2012 - 2013
Mercer December 2007 - December 2011
Mercer December 2002 - December 2007
Mercer December 2001 - December 2002
Mercer December 1997 - December 2001
Mercer December 1996 - December 1997
Mercer December 1995 - December 1996
Mercer November 1993 - December 1995
Arthur Andersen LLP July 1990 - November 1993
Skills
Human Resources, Employee Benefits, PeopleSoft, Mergers & Acquisitions, Strategy, Performance Management, HR Transformation, Leadership, Training, Vendor Management, Accounting, Process Improvement, Expatriate Management, Governance, Payroll, Executive Pay, Risk Management, Finance, Business Process..., Strategic Planning, Business Strategy, Risk Assessment, Key Metrics, Financial Risk, Business Analysis, Financial Analysis, HRIS, Taleo, E-Learning, Data Warehousing, Change Management, HR Project Management, Project Management, Management, Internal Controls, HR Consulting, HR Policy Formulation, HR Policies, Employee Engagement, Outsourcing, Global Mobility, Compliance, RFP, Consulting, Microsoft Excel, Internal Communications, Internal Audit, Writing, Microsoft Project, Process Optimization
Education
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Public Accounting
rue21 2005 - Present
Giant Eagle 1992 - 2005
Arthur Andersen LLP 1988 - 1992
Skills
GAAP, Financial Reporting, Accounting, SOX, Audit, Retail, Stores, Budgeting, Forecasting, Financial Analysis, SEC reporting, Management, Financial Accounting, Sarbanes-Oxley Act, Accounts Payable, SEC filings, Mergers & Acquisitions, Auditing, Budgets, Income Statement, Cash Flow, General Ledger, Payroll, Account Reconciliation, Accounts Receivable, Internal Audit, Variance Analysis, Finance, Cash Management, Strategic Financial..., Cost Accounting, Internal Controls, CPA, Tax, P&L, SEC Filings
Education
Ohio University 1984 — 1988
BBA, Accounting
Kimberly-Clark July 2011 - Present
Staples August 2001 - July 2011
Arthur Andersen LLP May 2000 - August 2001
Skills
Auditing, Forecasting, Financial Analysis, Finance, Financial Reporting, Cash Management, Investments, Analytics, Competitive Analysis, Internal Controls, Accounting, Hyperion Enterprise, Income Statement, Financial Modeling, Cash Flow, Process Improvement, Strategic Financial..., Budgets, Variance Analysis, Managerial Finance, Account Reconciliation, Business Process..., Pricing, Inventory Management, Microsoft Excel, Essbase, Analysis, Financial Forecasting, Corporate Finance, Business Planning, Business Analysis, Leadership, Cost Accounting, Sarbanes-Oxley Act, Cash Flow Forecasting, General Ledger, CRM, Mergers & Acquisitions, Revenue Recognition
Education
Providence College 1996 — 2000
B.S., Accounting
The University of Connecticut School of Business
Assured Guaranty February 2015 - Present
Assured Guaranty May 2008 - January 2015
MBIA Insurance Corporation 2007 - 2008
Zolfo Cooper 1999 - 2007
Arthur Andersen LLP 1996 - 1999
Skills
Credit, Bankruptcy, Restructuring, Financial Structuring, Structured Finance, Securitization, Management, Residential Mortgages, Negotiation, Treasury Management, Cash Flow Forecasting, Debt Restructuring, Distressed portfolio..., Operations Management, Distressed M&A, Due Diligence, ABS, Capital Markets, Portfolio Management, Financial Modeling, Structured Products, MBS, Credit Risk, Turn Around Management, M, Bonds, Mergers
Education
Pace University 1990 — 1994
HGR Consulting LLC May 2008 - Present
Deloitte November 2002 - May 2008
Arthur Andersen LLP June 1996 - March 2002
Arthur Andersen 1996 - 2002
KPMG September 1993 - June 1996
Skills
Tax Credits, Income Tax, Accounting, Tax Compliance, Quickbooks, Excel, Word, Microsoft Excel, Tax Accounting, QuickBooks, Microsoft Word, US GAAP, Corporate Tax, State Tax, SEC filings, Tax, Sales Tax, Tax Law, Tax Research, Financial Analysis, Internal Controls, Tax Advisory, Sarbanes-Oxley Act, Tax Preparation, Tax Returns, Financial Accounting, Revenue Recognition, Auditing, Transfer Pricing, Mergers & Acquisitions, CPA, Financial Reporting, US Tax, FASB, FIN 48, Partnership Taxation, GAAP, FAS109, Account Reconciliation, Internal Audit, Sarbanes-Oxley, Corporate Tax Planning, VAT, Managerial Finance, Indirect Taxation, Cost Accounting, Due Diligence, Big 4, Use Tax, IFRS
Education
Portland State University - School of Business 1988 — 1993
Accounting
University of Texas Southwestern August 2013 - Present
Private Diagnostic Clinic, PLLC - Duke Medicine May 2012 - July 2013
Duke University May 2007 - May 2012
Lakeland Regional Health System May 2002 - May 2007
Arthur Andersen, LLP June 1997 - May 2002
Skills
Leadership, Internal Audit, Enterprise Risk..., Healthcare Compliance, IT Audit, Internal Controls, Sarbanes-Oxley, Auditing, Risk Assessment, HIPAA, Financial Analysis, Accounting, Process Improvement, Financial Reporting, Higher Education, Healthcare Management, Adult Education, Management, Business Communications, Telecommunications, Long-term Care, Cancer Centers, Business Process..., Management Consulting
Education
Peru State College
Pivot Healthcare Communications CFOPACE, Incorporated2004 - 2006
Interlink Healthcare Communications 2004 - 2006
Lowe Worldwide 2001 - 2004
Omnicom Group 1998 - 2000
Arthur Andersen, LLP 1992 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Statistics
Pace University-Pleasantville/Briarcliff Campus 1987 — 1992
BBA, Accounting
CareOregon November 2012 - Present
AK Group LLC April 2006 - November 2012
Oregon Steel Mills, Inc April 2005 - April 2006
AK Group LLC January 2002 - March 2005
PricewaterhouseCoopers LLP January 1998 - December 1999
NCS HealthCare, Inc February 1997 - December 1997
Arthur Andersen LLP September 1994 - January 1997
Skills
Accounting, Bookkeeping, Financial Reporting, QuickBooks, Account Reconciliation, Auditing, Capital Budgeting, Department Budgeting, Financial Analysis, Shared Services, Consolidated Financial..., 401k, Interpersonal Skill, Accounts Payable, Accounts Receivable, General Ledger, Financial Accounting, SOX Compliancy, Internal Audit, Chinese culture, Vietnamese, Mandarin, Cantonese, Policy Writing, Documenting Procedures...
Education
Oregon State University 1989 — 1994
BS, Accounting and Finance
Trimeteor Oil & Gas Corporation January 2015 - Present
Make a Wish Foundation of Southern Nevada 2001 - Present
Ever After August 2012 - January 2015
Cantor Gaming October 2010 - April 2012
Shuffle Master, Inc. June 2005 - April 2010
GES Exposition Services 2002 - 2006
Arthur Andersen, LLP 1992 - 2002
Skills
SOX, Internal Controls, Financial Reporting, SEC reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, Risk Management, US GAAP, Business Planning, Mergers & Acquisitions, Executive Management, Financial Analysis, GAAP, Sarbanes-Oxley, Start-ups, Auditing, Forecasting, Strategic Planning, Budgets, Consolidation, Business Strategy, Internal Audit, Due Diligence, Managerial Finance, Leadership, CPA, Cash Flow, Financial Accounting, Financial Modeling, Corporate Finance, Cost Accounting, Restructuring, Variance Analysis, Finance, Cash Flow Forecasting, General Ledger
Education
Pepperdine University 1985 — 1989
BS, Accounting
U.S. Bank 2008 - Present
Kryptiq Corporation January 2007 - April 2008
Providence Health Plans February 1998 - January 2007
Arthur Andersen LLP September 1995 - December 1997
Skills
Business Intelligence, Vendor Management, SDLC, Requirements Analysis, Business Analysis, Software Project..., SharePoint, Requirements Gathering, Program Management, Visio, PMO, Process Improvement
Education
Portland State University
Project Management Certification
Riverside City College
Law Office of Lorna J. Drope March 2010 - Present
Hoge Fenton Jones & Appel June 2008 - March 2010
myCFO December 1999 - May 2002
Arthur Andersen, LLP March 1998 - December 1999
Skills
Estate Planning, High Net Worth..., Conservatorships, Tax, Litigation, Trusts, Legal Research, Special Needs Trusts, Legal Writing, Appeals, Courts, Civil Litigation, Wills
Education
University of San Diego School of Law 2000 — 2002
LL.M. Taxation, Cum Laude
University of Michigan Law School 1994 — 1995
Pepperdine University School of Law 1992 — 1994
Juris Doctor
University of Michigan
Bachelor of Science, Biopsychology
Hersha Hospitality Trust October 2005 - Present
Fulton Financial Corporation November 2002 - October 2005
KPMG Audit May 2002 - November 2002
Arthur Andersen LLP October 2000 - May 2002
Education
Penn State University 1996 — 2000
Bachelor of Science, Accounting
ARAMARK Corporation September 2007 - Present
Unisys Corporation 2005 - 2007
KPMG LLP 2002 - 2005
Arthur Andersen LLP 1986 - 2002
Skills
Sarbanes-Oxley Act, Financial Analysis, Operations Management, Internal Controls, SEC filings, Internal Audit, Financial Reporting, Enterprise Risk..., US GAAP, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Penn State University 1982 — 1986
BS, Accounting
KPMG January 2011 - Present
PricewaterhouseCoopers June 2002 - September 2010
Arthur Andersen LLP September 1997 - May 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management
M.B.A., Business
University of the Pacific
B.A., Sociology
Darryl V. Pratt, Attorney at Law, PC December 2000 - Present
PaxtonPratt, LLP May 2004 - December 2007
Arthur Andersen, LLP June 1999 - December 2000
Dallas County District Attorney's Office March 1998 - June 1999
KPMG August 1997 - March 1998
Education
Oklahoma City University School of Law 1993 — 1996
Juris Doctor, Law
University of Oklahoma - Price College of Business 1986 — 1989
BBA, Accounting
University of Houston March 2013 - Present
Campus Living Villages September 2010 - January 2012
CLV April 2006 - January 2012
Campus Living Villages April 2005 - September 2010
DSD Group Inc May 2003 - March 2005
Arthur Andersen LLP August 1999 - June 2002
Spaulding for Children March 1996 - August 1999
Butt Grocery Co January 1994 - January 1996
Skills
Accounting, Accounts Payable, Account Reconciliation, Variance Analysis, Financial Reporting, General Ledger, Budgets, Accruals, Cash Management, Invoicing, Journal Entries, Financial Statements, Accounts Receivable, Cash Flow Forecasting, Bank Reconciliation, Tax, Cash Flow, QuickBooks, Auditing, Forecasting, Payroll, Finance, GAAP, Internal Controls, Analysis
Education
Prairie View A&M University 1989 — 1994
BBA
Prairie View Agricultural and Mechanical University
B.B.A, Accounting
Enspire Inc. March 2014 - Present
Resources Global Professionals June 2003 - November 2008
ABB CAPITAL B.V. November 2001 - October 2002
Dell July 2000 - May 2001
Resources Global Professionals March 2000 - July 2000
Arthur Andersen, LLP September 1998 - October 1999
US Securities and Exchange Commission May 1995 - September 1998
Skills
Internal Controls, Financial Analysis, Internal Audit, General Ledger, GAAP, Auditing, US GAAP, Finance, Accounting, Process Improvement
Education
Our Lady of the Lake University 1989 — 1993
BBA, Accounting
Artist 2012 - Present
Asolo Repertory Theatre 1999 - Present
The Patterson Foundation 2010 - 2011
Society for Information Management (SIM) 1982 - 2009
SIM 1990 - 2007
American Management Association 1990 - 2005
Arthur Andersen, LLP 1998 - 2002
Andersen 1998 - 2002
Home Savings of America 1994 - 1998
Skills
IT Strategy, Change Management, Program Management, Management Consulting, Business Process..., SDLC, Project Management, Information Technology, Process Improvement, Business Analysis, Strategic Planning, Leadership, Governance, Vendor Management, IT Management, PMO, Project Portfolio..., Business Process, Enterprise Architecture, ERP, Outsourcing
Education
Penn State University
M.S., Computer Science
Ernst & Young LLP May 2002 - Present
Arthur Andersen LLP July 1982 - May 2002
Education
Penn State University
Bachelor of Science (BS), Accounting
Cobalt International Energy May 2011 - Present
Parker Drilling Company 2009 - May 2011
Noble Drilling Services Inc. 2006 - 2008
Grey Wolf, Inc. 2003 - 2006
Deloitte & Touche, LLP 2002 - 2003
Arthur Andersen LLP 1999 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Finance, Sarbanes-Oxley, Business Process..., Accounts Payable, Due Diligence, Internal Audit, Financial Analysis, ERP, Risk Management, SEC filings, Risk Assessment, Consolidation, Oil/Gas, SAP, SAP R/3, Business Process, Mergers & Acquisitions, Account Reconciliation, Hyperion Enterprise, US GAAP, Managerial Finance, Oil & Gas, SEC Filings
Education
Oklahoma Christian University 1995 — 1999
BBA, Accounting - Summa Cum Laude
Morgan Stanley April 2007 - Present
BNY Mellon July 2004 - March 2007
Shapiro Lobel LLP November 2003 - June 2004
WTAS September 1999 - October 2003
Arthur Andersen LLP September 1997 - September 1999
Education
Pace University 1993 — 1997
BBA/MBA, Public Accounting
Jurek Consulting Inc. August 2010 - Present
Arthur Andersen LLP 1999 - 2002
Skills
Investors, Real Estate, REO, Property Management, Financial Analysis, Coaching, Foreclosures, Single Family Homes, Real Estate Transactions, Investment Properties, Due Diligence, Sellers, Short Sales, Real Estate Development, Customer Service, Social Media Marketing, Residential Homes, Entrepreneurship, Marketing, Mortgage Lending, Investments, Small Business, Real Estate Financing, Property, Real Estate Economics, Selling, Motivational Speaking, Commercial Real Estate, Brokerage, Finance
Education
Purdue University
Master of Science in Accountancy, Accounting and Business/Management
Purdue University
Bachelor of Science (BS), Accounting
Hughes Pittman & Gupton LLP June 2013 - Present
Grant Thornton LLP August 2002 - May 2013
Arthur Andersen LLP June 2001 - July 2002
Skills
-- Income Tax..., Corporate Tax, CPA, Tax Accounting, Tax, SEC filings, Tax Research, Sarbanes-Oxley Act, US GAAP, Accounting, Income Tax, International Tax
Education
Oklahoma State University 1997 — 2001
B.S., Accounting
Oklahoma State University 1997 — 2001
B.S., International Business
Huebner, Dooley & McGinness, P.S. January 2009 - Present
KPMG March 2003 - December 2008
Arthur Andersen, LLP September 1998 - March 2003
Skills
GAAP, Internal Controls, Financial Reporting, Accounting, Auditing, Big 4, External Audit, US GAAP, CPA
Education
Pepperdine University 1994 — 1998
B.S., Accounting
Opus Events Agency November 2011 - Present
K12 May 2009 - November 2011
Holland Residential 2006 - 2009
PACCESS 2001 - 2006
Wieden + Kennedy 1996 - 2001
Arthur Andersen, LLP 1991 - 1996
Skills
Financial Reporting, Internal Controls, Financial Analysis, Auditing, Accounting, Managerial Finance, Budgets, Revenue Recognition, Sarbanes-Oxley Act, Strategic Planning, Financial Modeling, Forecasting
Education
Portland State University
Business Administration, Accounting
Board of Regents for the Oklahoma State University and A&M Colleges 2015 - Present
Coldwater Creek (Filed for bankruptcy in April 2014) January 2014 - June 2014
Coldwater Creek May 2010 - January 2014
Coldwater Creek November 2007 - May 2010
Coldwater Creek May 2006 - November 2007
Coldwater Creek September 2005 - May 2006
Z-CoiL Footwear 2004 - 2005
Southwestern Energy Company 2003 - 2004
Halliburton Company 1999 - 2000
Arthur Andersen, LLP 1997 - 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, COSO Framework, Process Flow..., Risk Assessment, Written & Oral..., Analytical Skills, Relationship Developer, External Resource..., PCAOB standards, Control Environment, Staff Development, Mentoring, Financial Reporting, Accounting, GAAP, SEC filings, IT Controls, External Audit, Process Improvement, Collaboration, Project Management, Multi Tasking, Highly detail oriented, Employee Surveys, Communication Skills, Compliance, Ethical Leadership, SAP Implementation, Oracle ERP..., Process Flow Charts, SEC Filings, Auditing, Retail, SAP, Management, Financial Analysis, Finance
Education
Oklahoma State University
Master of Accountancy, Accounting
Oklahoma State University
Bachelor's Degree, Accounting and Agricultural Economics Double Major
Anna Maria Island Accommodations, Inc 2010 - Present
Boar's Head Provisions May 2003 - June 2010
Arthur Andersen LLP 1965 - 2002
US Army September 1963 - September 1965
Skills
Condos, Strategic Planning, Process Improvement, Budgets, Team Building, Operations Management, Change Management, Performance Management, Accounting, Financial Reporting, Business Process..., Employee Engagement, Recruiting, Human Resources, Account Management, Talent Management, Forecasting, Leadership, Employee Benefits, Training, Executive Management
Education
Pittsburg State University 1959 — 1963
Bachelor of Science (BS), Business Administraion, Accounting Major
Chess Consulting LLC September 2010 - Present
Kroll December 2006 - September 2010
Navigant Consulting June 2002 - December 2006
Arthur Andersen LLP June 1986 - June 2002
Education
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Accounting
CPA
Apprise Health Insights April 2015 - Present
Oregon Health Authority September 2014 - Present
Kaiser Permanente January 2014 - July 2014
Legacy Health July 2012 - January 2014
OHSU June 2006 - July 2012
OHSU October 2002 - June 2006
Arthur Andersen, LLP February 2000 - April 2002
Providence Health System November 1999 - February 2000
Providence Health System January 1999 - November 1999
Providence Health System September 1997 - January 1999
Skills
Process Improvement, Strategic Planning, Budgets, Analysis, Variance Analysis, Healthcare, Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Forecasting, Data Analysis, Strategic Financial..., PowerPoint, Healthcare Information..., Healthcare Management, Clinical Research, Microsoft Office
Education
Portland State University 2007 — 2009
MPH, Health Care Management & Policy
Oregon State University 1994 — 1997
Bachelor of Science, Health Care Administration
PrimeLending February 2014 - Present
PrimeLending October 2012 - January 2014
Balfour Beatty Construction January 2010 - October 2012
Parago 2005 - 2009
Parago 2000 - 2003
Arthur Andersen LLP 1996 - 1999
Education
Oklahoma Christian University 1992 — 1996
Leek & Associates, PLLC January 2007 - Present
BNI Arkansas 2010 - 2010
Tronox July 2006 - December 2006
Griffin & Haney, Inc. January 2002 - July 2006
Arthur Andersen, LLP December 1999 - December 2001
Education
University of Arkansas at Little Rock 2008 — 2011
MS, Taxation
Oklahoma State University 1995 — 1999
BS, Accounting
Ciber August 2015 - Present
HealthPlan Services March 2013 - July 2015
SCI Companies September 2009 - March 2013
Catalina Marketing December 2008 - August 2009
Richland Towers January 2008 - October 2008
P.A.M. Inc January 2006 - October 2007
Pender Newkirk & Company July 2005 - January 2006
BISYS October 1996 - June 2005
Arthur Andersen LLP September 1994 - June 1995
Skills
Business Analysis, Project Management, PMP, Process Improvement, Vendor Management, Leadership, Business Intelligence, Management, SDLC, Project Planning, Enterprise Software, Information Technology, Strategy, Software Implementation, Team Building, Lawson HRIS, Team Management, Requirements Analysis, IT Management, Clarizen, MS Project, Data Center, Business Process..., ERP, Software Development, PMO, Consulting, Software Documentation, Project Portfolio..., Software Lifecycle..., Visio, HRIS, CRM, New Client..., Microsoft Office, SQL, Outsourcing, Microsoft Project, VPMi PM Software, CA Clarity
Education
DeVry University
BS, Information Technology
Ohio University
BBA, Accounting
Precision Castparts Corporation March 2008 - Present
Merix Corporation 2006 - 2008
Louisiana Pacific Corporation July 1994 - December 2006
Arthur Andersen LLP June 1986 - June 1994
Education
Oregon State University 1982 — 1986
BS, Business/Accounting
SPI Pharma February 2014 - Present
Avnet Technology Solutions March 2013 - Present
LabWare July 2012 - February 2013
Pfizer (formerly Wyeth) Pharmaceuticals July 2003 - July 2012
Pfizer 2003 - 2010
2003 to 2003 - Wyeth Pharmaceuticals August 2003 - December 2003
Merck Pharmaceuticals June 2002 - March 2003
Digital Consulting February 2002 - March 2003
Arthur Andersen LLP January 1999 - January 2002
Delaware Computing Services January 1997 - January 1999
Skills
LIMS, Validation, Quality Assurance, GMP, SDLC, Computer System..., 21 CFR Part 11, GxP, cGMP, Quality Systems, Software Validation, FDA, Testing, Test Planning, GAMP, CAPA, GLP, Pharmaceuticals, QC, User Acceptance Testing, Quality Management, Gap Analysis, Software Quality..., Requirements Analysis, Software Quality, Business Analysis, Life Sciences, Business Process, Pharmaceutical Industry, Quality System, Change Control, Quality Control, Trackwise, Sop, Quality Auditing, V&V, Software Documentation, Technology Transfer, Laboratory, ERP, GCP, Document Management, Documentum, Crystal Reports, Regulatory Affairs, Regulatory Requirements, SOP
Education
Maxwell Computer Institute 1982 — 1982
Certification, Data Processing
National Cryptologic School 1977 — 1979
Penn State University 1973 — 1977
BA, Spanish Linguistics, Horticulture
WeiserMazars LLP 2009 - Present
Ernst & Young 2004 - 2009
Deloitte & Touche LLP 1998 - 2004
Arthur Andersen LLP 1997 - 1998
Skills
Bookkeeping, Journal Entries, QuickBooks, General Ledger, Tax Preparation, Tax Returns, Accounting, Account Reconciliation, Income Tax, Tax, Accounts Payable, Sales Tax, Accounts Receivable, Financial Reporting, Fixed Assets
Education
Pace University - Lubin School of Business 1993 — 2006
Bachelor of Business Administration (BBA), Accounting
University of the Philippines 1998 — 2002
Manila Science High School
Waste Management Compensation ManagerWaste Management, Inc.February 2004 - September 2012
Ernst & Young May 2001 - January 2004
Arthur Andersen LLP October 1999 - May 2002
Education
University of Houston 1996 — 1998
Bachelor of Science, Economics
Oklahoma State University 1992 — 1995
Express Credit Auto July 2003 - December 2011
Arthur Andersen, LLP June 1997 - May 2001
Education
Oklahoma City University 1994 — 1998
Accounting, Accounting
Mitchell Lewis & Staver November 2014 - Present
Creative Tent International, Inc. January 2014 - October 2014
Star Trac April 2011 - December 2013
StairMaster January 2010 - December 2013
Sapa Profiler AB February 2008 - January 2010
Nautilus September 2002 - February 2008
Oresis Communications March 2000 - August 2002
Arthur Andersen, LLP January 1998 - February 2000
Skills
Accounting, Financial Reporting, Forecasting, Financial Analysis, Strategic Planning, M&A experience, ERP Implementations, Manufacturing, Project Management, Mergers & Acquisitions, ERP, Financial Modeling, Finance, Strategy, Business Process..., Business Planning, Managerial Finance, Acquisition Integration, Budgets, Sarbanes-Oxley Act, Due Diligence, Cross-functional Team..., Revenue Recognition, Restructuring, Consolidation, Process Improvement
Education
Portland State University - School of Business
MBA, Finance, with Honors
Portland State University - School of Business
BS, Accounting
DS Waters January 2013 - Present
The Weather Channel February 2010 - January 2013
Delta Air Lines 2008 - 2010
Delta Air Lines 2006 - 2008
Delta Air Lines 2005 - 2006
HealthTronics, Inc. 2002 - 2005
National Distributing Company 2001 - 2002
Arthur Andersen, LLP 1999 - 2001
Skills
PeopleSoft, Accounting, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Strategic Planning, General Ledger, Capital Budgeting, Process Improvement, Forecasting, Financial Analysis, SEC filings, Finance, SEC Filings, Financial Statements
Education
Oglethorpe University 1995 — 1999
BA, Accounting
Seven Hills Partners October 2001 - Present
Brown, McMillan and Co., LLC October 2000 - September 2001
Ernst & Young January 1998 - December 1999
Arthur Andersen LLP June 1994 - December 1997
Skills
Financial Modeling, Private Equity, Corporate Finance, Valuation, IPO, Investment Banking, Finance, Mergers, Mergers & Acquisitions, Venture Capital, M&A experience, Tax, Due Diligence, CPA, Investments, Corporate Development, Accounting
Education
Oglethorpe University 1987 — 1992
BBA, Accounting
The Westminster Schools 1979 — 1987
Trinity School 1973 — 1979
National Football League November 1991 - June 2009
Jacksonville Jaguars Ltd June 1994 - December 1995
Arthur Andersen LLP August 1984 - November 1991
Education
Penn State University 1980 — 1984
BS Accounting, Accounting
South Coast Lumber Company February 2013 - Present
Timber Products Company October 2010 - February 2013
Roseburg Forest Products June 2004 - June 2010
Columbia Forest Products May 1999 - June 2004
U.S. Timberlands Services Company November 1997 - May 1999
Fort James Corporation November 1996 - November 1997
Ochoco Lumber Company April 1994 - November 1996
Arthur Andersen LLP May 1990 - April 1994
Education
Portland State University - School of Business 1987 — 1991
Bachelor of Science, Accounting
Jasinsky Immigration Law June 2011 - Present
Roni Deutch Tax Center January 2010 - May 2010
McCarter & English, LLP July 2000 - September 2009
KPMG LLP August 1999 - July 2000
PricewaterhouseCoopers LLP November 1996 - July 1999
Arthur Andersen LLP January 1995 - November 1996
Deloitte & Touche LLP August 1983 - January 1995
Education
Pace University 1979 — 1985
MBA, Accounting and Tax
Northwestern University
Bachelor of Arts
MECCO Partners, LLC August 2011 - Present
Mallet and Company, Inc. February 2011 - August 2011
Vocollect, Inc. December 2005 - November 2010
PTC Alliance Corp. March 1999 - December 2005
T.W. Phillips Gas and Oil Co. September 1993 - March 1999
Arthur Andersen LLP 1978 - 1993
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Mergers, SEC filings, Sarbanes-Oxley Act, Budgets, Manufacturing, Cash Management, Forecasting, Cash Flow Forecasting, Mergers & Acquisitions, Cash Flow, GAAP, Auditing, Revenue Recognition, Cost Accounting, Finance, US GAAP, Consolidation
Education
Penn State University 1974 — 1978
Bachelor of Science (BS), Accounting
Berkeley Research Group LLC 2011 - Present
Kerry Ruoff, CPA 2008 - 2011
Kroll Inc. 1999 - 2008
Hoeberlein Associates, LLC 1996 - 1999
BDO Seidman, LLP 1995 - 1996
Arthur Andersen, LLP 1985 - 1995
Education
Pace University - Lubin School of Business
BBA, Accounting
ADP February 2013 - Present
University of Phoenix June 2007 - Present
CCG July 2009 - June 2012
Deloitte July 2007 - June 2009
CCG June 2004 - June 2007
Ernst & Young January 2000 - June 2004
Arthur Andersen LLP January 1999 - January 2000
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Business Administration and Management, General
University at Albany, SUNY 1990 — 1996
B.S MS, Taxation
NextGen Healthcare October 2008 - Present
Practice Management Partners Inc February 2004 - Present
Practice Management Partners Inc September 2002 - February 2004
Arthur Andersen LLP September 1999 - July 2002
Arthur Andersen, LLP November 1996 - August 1999
Preferred Care March 1996 - October 1996
Preferred Care January 1995 - March 1996
Preferred Care June 1993 - January 1995
Guthrie Clinic July 1991 - May 1993
Guthrie Healthcare System July 1989 - June 1991
Skills
Healthcare, Healthcare Management, Process Improvement, Management Consulting, Strategic Planning, Recruiting, Team Building, Performance Improvement, Budgets, Practice Management, Revenue Cycle, Mergers & Acquisitions, Healthcare Consulting, EHR
Education
Penn State University 1987 — 1989
MHA, Health Administration
Russell Sage College 1979 — 1983
BS, Public Administration
GTS, Inc. January 2003 - Present
Arthur Andersen, LLP June 2001 - June 2003
Arthur Andersen, LLP January 1998 - June 2000
Skills
Partnership Taxation, Accounting, Change Management, Sales Tax, Project Management, Tax Preparation, Income Tax, Financial Analysis, Tax, Auditing, Financial Reporting, Tax Returns, Corporate Tax, Internal Controls
Education
Olivet Nazarene University 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Business/Management
Olivet Nazarene University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Grant Thornton LLP November 2012 - Present
Grant Thornton LLP January 2000 - May 2012
Arthur Andersen LLP May 2000 - June 2002
Skills
Financial Reporting, US GAAP, CPA, SEC filings, GAAP, Auditing
Education
Oklahoma State University 1997 — 2000
Bachelor of Science (BS), Accounting
Schulman and Black LLP December 2010 - Present
EZKR, LLP September 2005 - December 2010
Kahn, Hoffman & Hochman November 2002 - September 2005
Arthur Andersen LLP June 2001 - May 2002
Prudential Financial May 1998 - May 2001
Skills
Auditing, Tax, GAAP, QuickBooks, Financial Statements, Corporate Tax, Finance, General Ledger, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Accounts Payable, Fixed Assets, Journal Entries, CPA, Tax Preparation, Tax Returns, Financial Accounting, Income Tax
Education
Pace University - Lubin School of Business 2000 — 2002
Masters of Business Administration, Dual Concentration:Accounting/Finance
Pace University 1997 — 2002
Bachelor of Business Administration (BBA), Accounting
Pfizer Inc August 2004 - Present
Deloitte & Touche LLP September 2002 - July 2004
KPMG LLP June 2002 - September 2002
Arthur Andersen LLP September 1999 - June 2002
The Bank of New York April 1997 - August 1997
The Bank of New York July 1995 - April 1997
Saatchi & Saatchi/Klemtner Advertising Division July 1994 - July 1995
The Bank of New York October 1991 - July 1994
Education
Baruch College, The City University of New York 1997 — 1999
Master of Business Administration (MBA), Accounting
Pace University 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Dewayne Williams CPA April 2012 - Present
Complete Production Services, Inc. May 2009 - April 2012
Complete Production Services, Inc. September 2005 - May 2009
Core Laboratories August 2004 - September 2005
Natco Group Inc. November 1999 - August 2004
Enron Corp/Azurix Corp May 1997 - November 1999
Coopers & Lybrand L.L.P. May 1996 - April 1997
Arthur Andersen LLP December 1992 - April 1996
Skills
Auditing, Accounting, SEC Financial Reporting, Treasury Management, Financial Management..., Internal Financial..., Capital Budgeting, Department Budget..., ERP Implementation..., Variance Analysis, GAAP, Sarbanes-Oxley Act
Education
University of Houston 1990 — 1992
Bachelor of Business Administration (BBA), Accounting, 3.61
Our Lady of the Lake University 1988 — 1990
Accounting, 3.7
The Standard July 2007 - Present
KPMG US April 2002 - July 2007
Arthur Andersen LLP January 1997 - April 2002
Skills
CPA, CMA, Certified Internal...
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1979
Master of Business Administration (MBA), Marketing and Finance
Oregon State University 1975 — 1978
Bachelor of Science (BS), History
JPMorgan Chase May 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2004 - December 2011
Goldman Sachs March 2002 - June 2004
Prudential Securities September 1997 - March 2002
Self Employed April 1997 - August 1997
Arthur Andersen LLP September 1993 - April 1997
Skills
Prime Brokerage, Series 7, Trading, Equities, Financial Services, Derivatives, Alternative Investments, Options, Electronic Trading, Middle Office, Hedge Funds, Relationship Management, Swaps, Investment Banking, Fixed Income, Equity Derivatives, Asset Management, Capital Markets, Securities, Trading Systems, Series 63, Client Services, Bloomberg, Mutual Funds, FX Options, Bonds, Financial Markets, Structured Products, Equity Trading, Securities Lending, FINRA, Credit Derivatives, Series 24, Fund Of Funds, Market Data
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance and Investments
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Public Accounting