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
Facebook July 2013 - Present
Ernst & Young, LLP April 2011 - June 2013
Deloitte Tax LLP May 2010 - April 2011
Deloitte April 2003 - May 2010
Ernst & Young LLP September 2001 - March 2003
Arthur Andersen LLP March 2000 - September 2001
US Embassy Sarajevo June 1994 - August 1995
Skills
Indirect Taxation, Tax, Transfer Pricing, International Tax, Customs Regulations, International Trade, Management Consulting, VAT, Trading, Financial Reporting, Tax Advisory, Due Diligence, Trade Compliance, Valuation, Mergers & Acquisitions, Program Management, Export Controls, Accounting, Auditing, Free Trade Agreements, Internal Controls, Internal Audit, Financial Analysis, Tax Law, Sarbanes-Oxley Act, Supply Chain, International Business, Process Improvement, Project Planning, Restructuring, Big 4, Enterprise Risk..., Import
Education
Southern Methodist University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
ConvergeOne June 2015 - Present
Christopher & Banks November 2013 - June 2015
Nash Finch Company November 2012 - November 2013
Nash Finch Company March 2011 - November 2012
Prime Therapeutics November 2009 - March 2011
Prime Therapeutics 2007 - November 2009
Best Buy July 2001 - May 2007
Robert Half International 2007 - 2007
Target Corporation December 1994 - July 2001
Arthur Andersen LLP 1992 - 1994
Skills
Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Accounting, Auditing, Forecasting, Business Process..., Budget, Business Analysis, Certified Fraud Examiner, GAAP, Financial Accounting, Accounts Receivable, Sarbanes-Oxley, Inventory Management, Budgets, Due Diligence, Business Planning, Access, Account Reconciliation, Income Statement, Accounts Payable, Analysis, Finance, Managerial Finance, Variance Analysis, Essbase, Strategic Financial..., General Ledger, P&L, Financial Planning
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA
St. Cloud State University 1988 — 1992
Bachelor of Science
McGladrey November 2002 - Present
Flying Leatherneck Historical Foundation June 2010 - January 2013
U.S.M.C. December 1994 - December 2002
Arthur Andersen, LLP May 2001 - August 2001
United States Marine Corps Reserve June 1999 - May 2001
United States Marine Corps November 1994 - June 1999
Skills
Auditing, Internal Controls, GAAP, Accounting, Assurance, Financial Reporting, Financial Accounting, CPA, US GAAP
Education
San Diego State University 1999 — 2002
Bachelor of Science Degree, Accounting
San Diego State University-California State University 1999 — 2002
Bachelor of Science (B.S.), Accounting
Novartis April 2012 - Present
Rutgers University January 2010 - Present
Roche Pharmaceuticals April 2002 - April 2012
Arthur Andersen, LLP September 1996 - April 2002
Skills
Oncology, Drug Discovery, Translational Medicine, Pharmaceutical Industry, Virology, Inflammation, Program Management, Clinical Trials, Clinical Development, Medicine, Biotechnology, Lifesciences, Clinical Research, Management, Drug Development
Education
San Jose State University
Master of Science, Organizational Development
West Hills Community Church 2005 - Present
Cisco Systems 2000 - 2005
Arthur Andersen LLP 1996 - 2000
PwC January 1994 - December 1995
Tiburon Systems 1986 - 1993
Skills
Accounting, Non-profits, Nonprofit Technology, Forecasting, Budget, QuickBooks, Pastoral Counseling, Microsoft Excel, Spreadsheets, Databases, Teaching, Instructional Design, Instructional Technology, International Business..., Career Counseling, SQL, Church Administration, Consulting, Internal Audit, Presentations, Multimedia, Learning Management..., Board of Director..., Cashflow Analysis, Website Development, Data Mining, Data Analysis, Staff Supervision, Public Speaking, Board of Directors, Budgets, Volunteer Management, Nonprofits, Non-profit..., Event Planning, Theology, Preaching, Pastoral Care, Church Events, Biblical Studies, Community Outreach, Youth Ministry, Religion, Leadership Development, Spiritual Direction, Volunteer Recruiting, Board Development, Church Growth, Discipleship, Evangelism
Education
The Master's College 2003 — 2009
Master of Arts (M.A.), Biblical Counseling
San Jose State University 1992 — 1993
Master of Science (MS), Accounting
San Jose State University 1988 — 1990
Bachelor of Arts (B.A.), Economics
San Francisco State University September 2007 - Present
Merrill Lynch July 2006 - August 2007
Huron Consulting Group June 2002 - June 2006
Arthur Andersen LLP June 2000 - May 2002
Student Outreach Services, San Francisco State University October 1992 - May 2000
Skills
Fundraising, Consulting, Higher Education, Project Management, Leadership, Public Speaking, Microsoft Office, Non-profits, Customer Service, Administrative..., Event Planning, Research, Microsoft Excel, Nonprofits, PowerPoint, Program Development, Community Outreach
Education
San Francisco State University 1997 — 1999
BA, Asian American Studies
San Francisco State University 1992 — 1997
BA, Speech & Communication Studies, Concentration in Intercultural Communication
Committee of Sponsoring Organizations of the Treadway Commission (COSO) June 2013 - Present
Protiviti May 2002 - Present
Arthur Andersen LLP 1976 - 2002
Skills
Strategic Planning, Business Strategy, Consultancy, Planning, Management Consulting, Enterprise Risk..., Corporate Governance, Governance, Business Process, SOX, COSO, Internal Controls, International operations, Public Speaking, Marketing, Sales Management, Sarbanes-Oxley Act, Business Process..., SEC filings, Project Planning, Internal Audit, Auditing, Risk Management, Mergers & Acquisitions, Acquisition Integration, Sarbanes-Oxley, Accounting, Process Improvement, Operational Risk..., Executive Management, Financial Reporting, Risk Assessment, Financial Risk, Due Diligence, Operational Risk
Education
Southern Methodist University 1972 — 1976
BBA, Concentration in Accounting
New Trier West
New Trier West
New Trier West
New Trier West
New Trier West
New Trier West
New Trier West
New Trier West
La Carozza Corporation November 2005 - Present
Reebok September 1994 - May 1999
Arthur Andersen LLP September 1992 - August 1994
Apple January 1992 - August 1992
Skills
Tax, Tax Preparation, Financial Planners, Auditing, CPA, Tax Returns, Income Tax, International Tax, Corporate Tax, Accounting
Education
San Jose State University 1991 — 1992
Masters of Science, Taxation
San Jose State University 1987 — 1991
Bachelor's of Science, Business Administration - Accounting Concentration, With Distinction
RubinBrown LLP January 2013 - Present
Save-A-Lot September 2011 - December 2012
Huber, Ring, Helm & Co., P.C. November 2010 - September 2011
Schmersahl, Treloar & Co August 2009 - July 2010
Martz & Wilson, LLP June 2006 - June 2009
Martz & Wilson, LLP November 2002 - May 2006
Arthur Andersen, LLP January 2001 - January 2002
Allied Healthcare Products, Inc January 2000 - January 2001
Northwestern Mutual Life Insurance Company January 1998 - January 2000
Saluki Hall Apartments January 1994 - January 1997
Education
Southern Illinois University, Carbondale 1999 — 2008
MBA, General
Southern Illinois University, Carbondale 1994 — 1999
B.S, Accounting
PwC July 2003 - Present
KPMG Peat Marwick May 2002 - June 2003
Arthur Andersen LLP September 1997 - May 2002
Occidental Petroleum Corporation August 1995 - September 1997
Skills
Tax, US Tax, Tax Accounting, Corporate Tax, International Tax, Tax Law, Accounting, CPA, Income Tax, Due Diligence, Tax Research, Mergers, Tax Advisory, Partnership Taxation, Restructuring, Mergers & Acquisitions
Education
Southern Methodist University Dedman School of Law 1987 — 1990
J.D., Law
University of Iowa 1983 — 1987
B.B.A., Accounting
Xilinx, Inc. August 2012 - Present
Maxim Integrated Products March 2010 - February 2012
Maxim Integrated Products June 2007 - February 2010
Maxim Integrated Products May 2006 - May 2007
Maxim Integrated Products May 2005 - May 2006
LifeScan November 2002 - April 2003
Arthur Andersen, LLP 2000 - 2002
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Variance Analysis, Account Reconciliation, Internal Audit, Auditing, Revenue Recognition, Financial Statements, Financial Audits, Finance, FAS 133, XBRL, Cash Flow Statements, Forecasting, Oracle, EPS, FX Hedging, Purchase Price..., Bloomberg, Smartview, SEC Financial Reporting, Financial Instruments, SAP ERP, SOX 404, SEC filings, 10Q, 10K, Proxy Statements, Intercompany..., US GAAP reporting, Investments, Hyperion Planning, Essbase, SharePoint, Financial Analysis, SEC Filings, Sarbanes-Oxley Act, GAAP
Education
San Jose State University 1998 — 2000
Bachelor’s Accounting, Graduated May, 2000, Graduated Summa Cum Laude; SJSU cumulative GPA 3.860
West Valley College 1996 — 1997
Completion of General Education coursework with transfer to SJSU, Honors; GPA 3.872
Netflix January 2011 - Present
TIBCO SOFTWARE INC May 2005 - January 2011
SIEBEL SYSTEMS, INC 2004 - 2005
LEGATO SYSTEMS, INC April 2001 - December 2003
POLYCOM, INC March 2000 - March 2001
CADENCE DESIGN SYSTEMS, INC May 1998 - March 2000
ARTHUR ANDERSEN LLP July 1988 - April 1998
Skills
International Tax, Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, Corporate Tax, Auditing, Restructuring, Finance, Sales Tax, Financial Planners, Treasury, Accounting, Management, Financial Reporting, Revenue Recognition
Education
San Jose State University 1983 — 1988
BS, Business, Accounting
Western & Southern Financial Group September 2013 - Present
POSSIBLE April 2010 - September 2013
Badillo Nazca Saatchi & Saatchi 2008 - March 2010
Badillo Nazca Saatchi & Saatchi 2002 - 2008
Arthur Andersen LLP 1994 - 2002
Condado Travel 1992 - 1994
Software City 1990 - 1992
Skills
User Experience, E-commerce, Integrated Marketing, Digital Media, Mobile Devices, Digital Marketing, Digital Strategy, Web Design, Leadership, Advertising, Management, Interactive Marketing, Project Management, SEO, Mac OS X, Social Media Marketing, HTML, Web Project Management, Strategic Planning, Email Marketing, Web Development, Team Building, CMS, Google Analytics, Visio, Team Leadership, Network Security, Data Analysis, Staff Management, Bilingual-English/Spanis..., Microsoft Office, Network Administration, Online Marketing, IT Service Management, ITIL Process, ServiceNow, Systems Analysis, Quality Assurance, Agile & Waterfall..., Staff Development, Staff Oversight, Budgets, CSS, Databases, iOS, Windows 7, Adobe Creative Suite, Flash, Microsoft Exchange, Lotus Notes
Education
Inter-American University
Bachelor of Science (BS), Computer Science, Math
St. Joseph's College (IN)
Computer Science, Math
Deloitte Tax LLP June 2015 - Present
Moss Adams LLP December 2013 - April 2015
Crowe Horwath LLP November 2011 - October 2013
Perry-Smith LLP March 2011 - October 2011
Perry-Smith LLP January 2006 - October 2011
Deloitte Tax LLP September 2004 - January 2006
Deloitte Tax LLP May 2002 - September 2004
Arthur Andersen LLP September 2001 - May 2002
Arthur Andersen LLP January 1998 - September 2001
Sonoma State University 1994 - 1997
Skills
Accounting, Tax Advisory, Partnership Taxation, Auditing, Tax, Income Tax, SEC filings, Management, Budgets, Tax Research, Sarbanes-Oxley Act, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, International Tax, Revenue Recognition, Tax Accounting, US GAAP
Education
Sonoma State University 1993 — 1997
Business Administration, Accounting Concentration
JetBlue Airways April 2009 - Present
Family Central, Inc. December 2006 - September 2014
Delta Air Lines July 2000 - April 2005
Fanizzi Associates January 2002 - February 2004
Macerich October 1999 - June 2000
Arthur Andersen, LLP September 1997 - August 1999
Skills
Customer Service, Event Planning, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, Nonprofits, Budgets, Public Relations, Administration, Leadership, Management, Research, Time Management, Marketing Strategy
Education
BCC, Coconut Creek, FL 2011 — 2012
n/a, Educational Leadership and Administration, General
Ambiance Academy, Pembroke Pines, FL 2008 — 2008
Face Specialist, Aesthetician/Esthetician and Skin Care Specialist
Marshall High School, California 1987 — 1990
HS diploma, General Ed
St. Petersburg College
Bachelor of Science (BS), Marketing
Splunk October 2011 - Present
Fortinet November 2010 - October 2011
Fortinet April 2009 - November 2010
Opsware (acq'd by HP) March 2006 - February 2009
Borland Software Corp November 2003 - March 2006
Rational Software (acq'd by IBM) August 2001 - November 2003
Catapulse 2000 - 2001
Arthur Andersen LLP December 1994 - August 2000
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, Restructuring, Finance, IPO, Equities, Revenue Recognition, Cross-functional Team..., Security, Mergers & Acquisitions, SOX 404, Mergers, Treasury, Corporate Law
Education
San Jose State University 1988 — 1994
Deloitte Tax LLP August 2008 - Present
Deloitte Tax LLP 2002 - 2008
Arthur Andersen LLP 1997 - 2002
Skills
Acquisition Integration, Auditing, Financial Services, Tax, Corporate Tax, Mergers & Acquisitions, SEC filings, Investments, Accounting, Restructuring, Mergers, Strategic Planning, International Tax, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Tax Accounting
Education
San Diego State University-California State University 1991 — 1997
B.S. and M.S., Business Administration, Taxation
SUNY Oswego July 2000 - Present
Arthur Andersen, LLP 1998 - 2000
Davie Kaplan, CPA, P.C. 1993 - 1998
Skills
Financial Accounting, Fund Accounting, Fund Administration, Philanthropy, Non-profits, Higher Education, Fundraising, Public Speaking, Stewardship
Education
St. John Fisher College 1988 — 1990
BS, Accounting
Irondequoit High School 1978 — 1982
Capsugel February 2014 - Present
Shionogi Inc. November 2010 - August 2013
Pfizer 2009 - 2010
Wyeth 2008 - 2009
Wyeth 2006 - 2008
Wyeth 2000 - 2006
Wyeth 1999 - 2000
Wyeth 1996 - 1999
Arthur Andersen LLP 1990 - 1996
Skills
Controllership Functions, Forecasting/Budgeting, Internal/External..., Accounting Policy and..., Mergers & Acquisitions, SOX Compliancy, Cross-functional Team..., Strategic Planning, Business Analysis, Business Strategy, Strategy, Process Improvement, Strategic Alliances, Project Management, Team Leadership, Organizational..., Accounting, Productivity &..., Cost Reduction..., Co-Marketing Revenue..., Implementing Revenue..., Financial Accounting, Financial Reporting, Corporate Finance, Performance Management, Executive Management, Internal Controls, Auditing, Forecasting, SAP, Budgets, Analysis, GAAP, General Ledger, Financial Analysis, Consolidation, Due Diligence, Finance, Hyperion Enterprise, Internal Audit, Financial Statements, SEC filings, Cash Management, US GAAP, Leadership, Management, Pharmaceutical Industry, Financial Planning, Change Management
Education
Seton Hall University 1986 — 1990
BS Bachelor of Science, Accounting, Magna Cum Laude
UC Hastings College of the Law 2014 - Present
Parker and Lynch 2012 - 2013
Wells Fargo 2008 - 2012
Wells Fargo 2003 - 2008
Wells Fargo 2000 - 2003
Wells Fargo 1999 - 2000
Arthur Andersen LLP 1996 - 1999
Skills
Account Reconciliation, Aging Reports, Data Mining / Mapping /..., GAAP, Month End Close, Regulatory Reporting, SEC filings, Variance Analysis, Business Process Design..., Compliance Testing, External Audit, Internal Audit, Internal Control..., Internal Control..., Operational Risk..., SOX Compliance, Corporate Governance, Feeder System..., General Ledger..., Project Management, System Conversion and..., System Integration..., Train the Trainer..., Training / Coaching, User Acceptance Testing, User Access Review and..., COSO Framework, Accounting Management, Internal Controls, General Ledger, ERP Implementations, Benefit Cost Analysis, Change Management, Gap Analysis, Fixed Assets, Functional Requirements, Analysis, Banking, Financial Accounting, SQL, Business Objects, Visual Basic, Sarbanes-Oxley Act, Financial Analysis, Finance, Management, Accounting, Process Improvement, Financial Reporting, Auditing
Education
San Francisco State University
Bachelor of Science, Business Administration – Accounting
Law Offices of Kenneth U. Reyes, P.C. November 1999 - Present
ARTHUR ANDERSEN LLP January 1999 - September 1999
Bank of America March 1994 - September 1997
Skills
Litigation, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Family Law, Personal Injury, Courts, Corporate Law, Intellectual Property, Appeals, Wills
Education
Southwestern University School of Law 1995 — 1998
Juris Doctor, Law
California State University San Bernardino 1986 — 1989
BS Accounting, Accounting and Business/Management
Insphere Insurance Solutions September 2009 - Present
Robert Half Management Resources July 2007 - January 2009
Fadal Machining Centers October 2004 - November 2007
MAG, Fadal 2005 - 2007
Business Consultant March 2002 - June 2004
Four Star Meat Company October 2000 - February 2002
Arthur Andersen LLP March 1997 - September 2000
Multichoice Hellas SA. October 1994 - October 1996
Skills
Forecasting, Accounting, Budgets, Financial Reporting, Managerial Finance, Strategic Financial..., Management, Analysis, Strategy, Auditing, Marketing, Start-ups
Education
Seton Hall University 1985 — 1989
BS, Accounting
St. Charles Consulting Group May 2010 - Present
Southern Methodist University 2007 - May 2010
St. Charles Consulting Group October 2004 - July 2007
Arthur Andersen, LLP June 1988 - May 2002
Andersen Consulting (now Accenture) 1981 - 1988
Skills
Talent Management, Talent Acquisition, Performance Management, Succession Planning, Performance Improvement, Employee Training, Organizational..., Leadership Development, Change Management, Executive Coaching, Strategic Planning, Training, Business Strategy, Coaching, Organizational Design, Interviews, Career Counseling, Leadership, Strategy, Consulting, Instructional Design, Onboarding, Program Management, Career Management, Mergers & Acquisitions, Recruiting, Career Development, Workshop Facilitation, Executive Search, Organizational...
Education
The University of Texas at Austin
BS, Organizational Communications
Southern Methodist University
M.Ed., In process
DA Forensic Accounting Services October 2008 - Present
JustRead February 2010 - Present
Ernst & Young October 2003 - August 2008
KPMG May 2002 - October 2003
Arthur Andersen LLP 1990 - 2002
Skills
Forensic Accounting, Investigations, Expert Witness, Royalties, Internal Audit, Universities, Higher Education, FCPA, Private Investigations, Certified Fraud Examiner, SEC filings, Auditing, Sarbanes-Oxley Act, Litigation Support, Fraud, Compliance, Internal Controls, Enterprise Risk..., Due Diligence, Forensic Analysis, Big 4, GAAP, External Audit, Revenue Recognition, Sarbanes-Oxley, Tax, SEC Filings
Education
San Jose State University 1987 — 1990
Business Administration, Accounting
Washington University in St. Louis 2007 - 2015
Monsanto 2003 - 2006
Arthur Andersen LLP 1996 - 2002
Southwestern Bell / SBC Communications 1984 - 1996
IABC 1980 - 1990
United Technologies Communications Company 1982 - 1984
Saint Mary's Health Center 1977 - 1982
Skills
Marketing Communications, Internal Communications, Newsletters, Event Planning, Event Management, Office Management, Report Writing, Marketing, Voice of the Customer, Market Research, Corporate Communications, Strategic Planning, Public Relations, Trade Shows, Web Analytics, Social Media, Communication Training, Media Relations, Press Releases, Advertising, Strategic Communications, Integrated Marketing, Public Speaking, Strategy
Education
Webster University
MA, Marketing
Higher Ed Experts
Certificate, Web Analytics for Higher Education
Southern Illinois University, Edwardsville
BA, Mass Communications/Journalism
Actavis plc (Formerly Warner Chilcott) August 2007 - Present
Bayer HealthCare Pharmaceuticals (Formerly Berlex Laboratories) October 2000 - August 2007
Arthur Andersen LLP May 1998 - October 2000
Toys R Us September 1996 - August 1998
Skills
SAP, SAP R/3, ERP, SAP FICO, Pharmaceuticals, Project Management, Project Implementation, Business Process..., Change Management, Integration, Customer Relations, Budget Management, Budget Analysis, Financial Managment, Project Planning, Microsoft Office, Business Analysis, People Management, Team Leadership, Customer Service, Esker, Cross-functional Team..., Business Process Design, Management, Pharmaceutical Industry, Optimization, Financial Accounting, Sarbanes-Oxley, Business Process, Accounting, Internal Controls, Auditing, Budgets, SAP Implementation, Finance, Variance Analysis, Sarbanes-Oxley Act, SAP ERP
Education
Seton Hall University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Paramus Catholic 1990 — 1994
High School Degree, College Prep
PJC Consulting December 2014 - Present
BNY Mellon April 2012 - July 2014
KPMG LLP April 2006 - April 2012
Deloitte August 2001 - March 2006
Arthur Andersen LLP October 1991 - July 2001
Med Inc. April 1991 - September 1991
Xerox October 1979 - March 1991
Skills
Private Equity, Wealth Management, Sarbanes-Oxley Act, Management, Due Diligence, Strategy, Mergers & Acquisitions, Financial Analysis, Sales, Accounting, Strategic Financial..., Strategic Planning, Financial Modeling, Financial Reporting, Wealth, Process Improvement, Business Process..., Consulting, Business Development, Financial Planning, Management Consulting
Education
Slippery Rock University of Pennsylvania
M.Ed., Guidance & Counseling
Slippery Rock University of Pennsylvania
B.S. Education, Health, Physical Education and Recreation
XLerate Group April 2015 - Present
Premiere Credit of North America March 2011 - April 2015
Comcast Cable February 2010 - September 2010
Auction Broadcasting Company August 2006 - February 2010
Auction Broadcasting Company May 2003 - August 2006
Synergy Networks, Inc. July 2002 - April 2003
Blueprint Technologies September 2000 - March 2002
Arthur Andersen LLP September 1999 - July 2000
Fountaingrove Resort and Country Club 1996 - 1999
Skills
Financial Reporting, Accounting, Financial Analysis, Budgets, Finance, Forecasting, Managerial Finance, Auditing, General Ledger, Business Strategy, Internal Controls, Executive Management, GAAP, Cash Management, Cash Flow, Variance Analysis, Accounts Receivable, Accounts Payable, Risk Management, Leadership, Start-ups, Payroll, Human Resources, Process Improvement, Account Reconciliation, Analysis, Mergers & Acquisitions, Strategic Financial..., Financial Planning
Education
Sonoma State University 1997 — 1999
Bachelor's, Business
Santa Rosa Junior College 1995 — 1997
Associate's, Accounting
Toy Industry Association November 2007 - Present
American Red Cross In Greater New York 2002 - 2007
Commercial Capital Corporation 1998 - 2001
Paul Vitale, CPA 1993 - 1998
Barron's Educational Series 1990 - 1993
Arthur Andersen LLP 1979 - 1990
Skills
Finance, Accounting, Strategic Planning, Financial Reporting, Budgets, Auditing, Management, Internal Controls, Financial Analysis, Mergers & Acquisitions, Process Improvement, Payroll, Nonprofits, Cash Management, Financial Accounting, Cash Flow, Operations Management, Leadership, Market Research, GAAP, General Ledger, Accounts Payable, Managerial Finance, Data Analysis, Policy, Financial Management, Business Process, IT Operations, Business Strategy, Adaptive Insights, Strategy
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
BS, Acounting
United States Golf Association (USGA) November 2014 - Present
BD August 2014 - November 2014
BD May 2012 - August 2014
BD May 2011 - June 2012
BD August 2008 - August 2011
BD May 2006 - August 2008
BD July 2004 - May 2006
BD August 2003 - July 2004
PricewaterhouseCoopers July 2002 - August 2003
Arthur Andersen LLP September 1999 - March 2002
Skills
Finance, Corporate Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Analysis, Financial Reporting, Financial Controlling, Mergers & Acquisitions, Financial Modeling, Operating Budgets, Business Partner Support, Financial Accounting, US GAAP, Corporate FP&A, Consolidation, Internal Controls, Hyperion, Accounting, Financial Analysis, Forecasting
Education
Seton Hall University 2005 — 2007
MBA, Finance
University of Notre Dame 1995 — 1999
BBA, Accountancy
Projé Inc June 2013 - Present
Kaiser Permanente October 2009 - May 2013
DestinationRx June 2007 - October 2009
Certus Corp/ Mirrus Systems Inc. November 2002 - June 2007
Arthur Andersen, LLP June 2001 - March 2002
Skills
Project Management, Healthcare Information..., Analysis, Healthcare, Process Improvement, Vendor Management, Program Management, MS Project, Change Management, Strategic Planning, Management, Cross-functional Team...
Education
Southern Illinois University, Carbondale 1999 — 2000
MAcc, Audit/Accounting Information Systems
University of Mumbai 1994 — 1997
LLB, Law
University of Mumbai 1991 — 1994
BSc, Life Sciences/Biochemistry
Outlook Wealth Advisors, LLC 1986 - Present
Ortloff Engineering 1976 - 1978
Houston Shell & Concrete 1973 - 1976
Arthur Andersen LLP 1969 - 1973
Education
University of Tennessee-Knoxville 1968 — 1969
MBA, Finance
Spring Hill College 1964 — 1968
Bachelors, Accounting
Knoxville Catholic High School 1960 — 1964
high school
Andersen Tax June 2007 - Present
Ernst & Young 2002 - 2007
Arthur Andersen LLP 1994 - 2002
Skills
Tax, Tax Advisory, Financial Reporting, Small Business, International Tax, Financial Statements, Tax Returns, Corporate Tax, Management, Tax Research, Tax Accounting, CPA, Internal Controls, Income Tax
Education
Shippensburg University of Pennsylvania 1990 — 1994
Central Paint & Body August 2011 - Present
Federal Home Loan Bank of Dallas January 2010 - December 2010
SolomonEdwardsGroup July 2009 - March 2010
The SolomonEdwardsGroup, Inc. July 2009 - August 2009
Guaranty Bank May 2001 - December 2008
The Hertz Corporation, Inc. July 1998 - March 2001
Arthur Andersen, LLP June 1995 - June 1998
Liberty Bancorp, . May 1987 - May 1995
Skills
IBM iSeries, Access, Management, Risk Assessment, Accounting, Visio, ACF2, CICS, RACF, COBOL, IT Audit, Program Management, Enterprise Risk..., Mainframe, Microsoft Excel, Banking, Leadership, Training, Unix, Software Documentation, Auditing, Internal Controls, Financial Risk, Risk Management, Internal Audit
Education
Southern Nazarene University 1979 — 1985
BS, Business Administration and minor in Computer Science and Math
Southern Nazarene University
Bachelor of Science (B.Sc.), Business Administration/Computer Science
HB Webb, Inc. July 2003 - Present
Yosemite Stay (Royal Retreat and Serenity Suite) April 2012 - Present
Frank Mooney CPA Accountancy Corporation March 2010 - Present
BBJS LLP January 2001 - July 2003
Blue Nile September 1999 - November 2000
Arthur Andersen LLP September 1996 - September 1999
Skills
Accounting, SEC filings, GAAP, Financial Reporting, Revenue Recognition, Financial Analysis, CPA, Auditing, Tax Accounting, Internal Controls, Tax, US GAAP, Tax Preparation, Financial Statements, Financial Accounting, Consolidation, S Corporations, Tax Returns, Tax Research
Education
Seattle Pacific University 1992 — 1996
BS
Patriot National Bank, ARC Property Trust, St. Francis College, NYCHA and Skadden,Arps October 2010 - Present
KPMG LLP January 2002 - September 2010
Arthur Andersen LLP January 1968 - January 2002
Education
St. Francis College
BA, Accounting and Business Administration
Robertson, Griege & Thoele June 2007 - January 2015
Perot Systems Corporation (Sold to Dell Corporation) July 2000 - June 2007
Arthur Andersen, LLP July 1997 - July 2000
USMC January 1987 - November 1993
Skills
Strategic Financial..., Accounting, Financial Accounting, GAAP, Financial Analysis, Payroll, Financial Reporting, Sarbanes-Oxley Act, Tax, Auditing, Process Improvement, Revenue Recognition, Internal Controls, US GAAP, Budgets, Business Management, Financial Forecasting, Capital Project Analysis, Trend Analysis, New Business Development, Contract Negotiation, Contract Management, Benefits Administration, Performance Benchmarking, Proformas, Sarbanes-Oxley, Forecasting, Financial Modeling, Management, Finance, Business Process..., Due Diligence, Vendor Management, Financial Statements, Strategic Planning, Program Management, Accounts Payable, Accounts Receivable, Leadership, Analysis, QuickBooks, Employee Benefits, Mergers & Acquisitions, Access, Human Resources, Strategy, Change Management, Business Planning, Negotiation, Investments
Education
Southern Methodist University 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Southern Methodist University - Cox School of Business 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Sirius XM Radio Inc. November 2011 - Present
Deloitte Tax LLP July 2008 - November 2011
Grant Thornton LLP March 2005 - July 2008
Crowe Chizek July 2003 - March 2005
PricewaterhouseCoopers January 2003 - July 2003
Arthur Andersen LLP January 2001 - May 2002
Skills
Property Tax, Sales Tax, State Tax, Sales & Use Tax, Tax, Internal Controls, Tax Research, Tax Accounting, Corporate Tax, Income Tax
Education
Western Michigan University 2002 — 2002
Masters of Science
Siena Heights University 1998 — 2002
Bachelor of Arts
Menard Consulting, Inc. March 2011 - Present
Lockstone Advisors, LLC February 2008 - March 2011
RSM McGladrey, Inc. September 2005 - February 2008
Deloitte Consulting May 2003 - September 2005
Arthur Andersen LLP 2001 - 2003
Skills
Health Care Actuarial, Health Care Strategy, Healthcare, Actuarial Science, Employee Benefits, Defined Benefit, Risk Management, 401k, Health Insurance, Insurance, Enterprise Risk..., Compliance, Actuarial Consulting, Program Management, Pensions, Retirement, Investments, ERISA, CRM, Disability Insurance, Life Insurance, Finance, Health Savings Accounts, Managed Care, Retirement Planning, Underwriting, Long-term Care, Workers Compensation, Brokers, Retirement Plan..., Fixed Annuities, Term Life Insurance, Benefits Administration, Reinsurance, Claim, Medicare, COBRA, Profit Sharing, Health Care Reform, Captives, Group Insurance, Commercial Insurance, Property & Casualty..., Financial Planners, Executive Pay, Financial Risk, Professional Liability, Strategic Financial..., Financial Planning
Education
St. Norbert College 1983 — 1987
B.A., Mathematics, Business Administration
Weber High School 1979 — 1983
HS Diploma, College Prep
Sogeti February 2015 - Present
Totes Isotoner December 2013 - February 2015
Thomas & King May 2012 - December 2013
RecoverCare LLC May 2008 - May 2012
National Tobacco December 2005 - May 2008
Pacific Coast Feather Company May 2001 - January 2003
Arthur Andersen LLP May 1998 - October 1999
Skills
ADP Payroll, Paychex, Analytics, Excel, Customer Service, Predictive Analytics, Ultipro, Ceridian, Microsoft Excel, Employee Relations, Payroll, Multi-state Payroll..., Human Resources, Benefits Administration, QuickBooks, Cognos, E-Verify, General Ledger, Payroll Taxes, HRIS, Employee Benefits, Journal Entries, EEOC, 401k, Mergers, Access, FMLA, ADP HRB, Garnishments, I-9 Compliance, Open Enrollment
Education
Spalding University 2009 — 2012
Bachelor's degree, Accounting
Cantor Fitzgerald August 2008 - January 2014
Portion (formerly WestLB AG) April 2005 - August 2008
Deutsche Bank AG November 1997 - March 2005
Mercer Management Consulting April 1995 - November 1997
Credit Suisse May 1993 - March 1995
Arthur Andersen LLP September 1989 - April 1993
Skills
Mergers & Acquisitions, Due Diligence, Acquisition Integration, Commercial Real Estate..., Financial Accounting, Corporate Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Services, Capital Markets, Corporate Finance, Investment Banking, Asset Management
Education
St. John's University
Bachelor of Science (B.S.), Accounting
Wisconsin Department of Corrections December 2014 - Present
Self-Employed June 2010 - October 2014
Liberty Elementary School September 2004 - June 2009
Arthur Andersen LLP August 1990 - December 1994
Skills
Accounting, Account Management, Financial Analysis, Financial Reporting, Corporate Finance, Management, Investments, GAAP, Banking, Auditing, Financial Statements, Nonprofits, Budgets
Education
San Diego State University-California State University 2009 — 2010
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kenneth Sanders for Congress December 2011 - November 2012
Lockheed Martin Aeronautics 2002 - 2011
Arthur Andersen, LLP 2001 - 2001
General Motors Corporation 2000 - 2001
US Army 1998 - 1998
Skills
Software Documentation, Management, Leadership, Security Clearance, Earned Value Management, DoD, Supply Management, Analysis, Public Relations, Building Relationships, Marketing Strategy, Business Strategy, Political Campaigns, Public Speaking, Building Coalitions, Manufacturing, Lean Manufacturing, Leadership Development, Program Management, Supervisory Skills, Team Leadership, Systems Engineering, Team Building, Project Planning, Cross-functional Team..., Process Improvement, Operations Management, Defense, MS Office, EWI, SFM, PIOS/MRP, STARS/ETG, SAP, QADS, HTML, Logistics, Government Contracting, Six Sigma, Military, FAR, Contract Management, ITAR, Microsoft Office, Budgets, Fundraising, Negotiation, Strategic Planning, Contract Negotiation, Policy
Education
Professional Development
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science
Chaney & Associates May 2002 - Present
Arthur Andersen LLP 1996 - 2002
Arthur Anderson/KPMG 1996 - 2002
Skills
Tax, Strategic Planning, Accounting, Corporate Tax, Small Business, Tax Preparation, QuickBooks, Management Consulting, CPA, Income Tax, Financial Reporting, GAAP, Budgets, Leadership, Business Planning, Public Speaking, Internal Controls, Nonprofits, Financial Accounting, Sales Tax, Microsoft Excel, Bookkeeping, Tax Returns, Financial Analysis, Due Diligence, Start-ups, Tax Accounting, Management, Mergers & Acquisitions, Payroll, Auditing, Team Building, Strategic Financial..., Business Strategy, Process Improvement, Microsoft Office, Customer Service, Coaching, General Ledger, Accountants, Entrepreneurship, Managerial Finance, Consulting, Payroll Taxes, Partnership Taxation, IRS, S Corporations, Xero, Forensic Accounting
Education
CSUS 1994 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Sierra College 1990 — 1993
Unbridled Solutions June 2011 - Present
San Diego State University, College of Extended Studies September 2010 - Present
Independent Contractor January 2005 - Present
Concepts Worldwide November 2000 - November 2004
Universal Studios Hollywood January 1999 - July 2000
McCormick & Schmick's - Downtown Los Angeles March 1995 - December 1998
Arthur Andersen LLP July 1994 - March 1995
Ed Debevic's February 1991 - March 1994
Skills
Meeting Planning, Sales, Marketing Communications, Recruiting, Social Media Marketing, Catering, Event Management, Event Planning, Budgets, Corporate Events, Trade Shows, Contract Negotiation, Customer Service, Food & Beverage, Marketing, Outlook, Time Management, Sponsorship, Hospitality Industry, Social Networking, Location Intelligence, Hotels, Incentives, Public Relations, Hospitality, Fundraising, Marketing Strategy, Social Media
Education
San Diego State University-California State University 1986 — 1990
Bachelor's, Journalism
Certified Meeting Professional
First Niagara Bank April 2011 - Present
Trust Company of Connecticut July 2005 - April 2011
Trust Company of Connecticut April 1999 - July 2005
Arthur Andersen LLP August 1987 - April 1999
Skills
Accounting, Trust Operations, Internal Controls, Workflow Management, Project Management, Risk Management, Mentor, Financial Reporting, Financial Forecasting, Sarbanes-Oxley Act, Cash Management, Internal Audit, Financial Risk, Financial Analysis
Education
Skidmore College 1983 — 1987
B.S
Schenck SC September 2003 - Present
Oshkosh Corporation September 2002 - September 2003
Deloitte - Milwaukee May 2002 - September 2002
Arthur Andersen LLP September 1996 - May 2002
Skills
Auditing, Internal Controls, Accounting, Business Development, Internal Audit, Mergers & Acquisitions, Mergers, Risk Management, Management Consulting, Finance, GAAP, External Audit, Financial Reporting, Financial Audits, Financial Analysis, Financial Statements, Transportation, Manufacturing, Retail, Logistics, Consumer Products, Trucking, Telecommunications, Consulting, Strategic Planning, US GAAP, GAAS, IFRS, Financial Accounting, Public Speaking, Presentations, Management, Business Networking, Strategy, Due Diligence
Education
St. Norbert College 1992 — 1996
BBA, Accounting
RLG International January 2009 - Present
Solid Investments of Florida, LLC June 1999 - December 2008
Arthur Andersen, LLP April 1995 - June 1999
IBM July 1989 - April 1995
Skills
Supply Chain Operations, Supply Chain Management, Operations Management, Manufacturing Management, Manufacturing Operations, Process Improvement, Change Leadership, Latin America, Performance Improvement, Lean Manufacturing, Operational Excellence, International Management, Business Process..., Production Management, Management Consulting, Performance Management, International Operations, Manufacturing, Coaching, Change Management, Leadership, Program Management, Team Leadership, Start-ups, Continuous Improvement, Business Development, Management, Cross-functional Team..., Process Engineering, Six Sigma, Entrepreneurship, Consulting, Business Transformation, Business Process, Executive Management, Budgets, Organizational..., Executive Coaching, Business Strategy, Project Management, Business Planning, Balanced Scorecard, Manufacturing..., Production Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA, Business Administration
St. Mary's University 1989 — 1991
MSIE, Industrial Engineering
Universidad de Lima 1981 — 1987
BSIE, Industrial Engineering
Oracle 2007 - Present
Hyperion Solutions July 2000 - Present
Nokia Mobile Phones 2000 - 2000
Arthur Andersen, LLP 1993 - 1997
Education
Southern Methodist University
PwC October 2012 - Present
KPMG LLP October 2007 - September 2012
KPMG LLP June 2002 - September 2007
Arthur Andersen LLP January 1996 - June 2002
Stouffer Hotels & Resorts January 1991 - December 1993
Skills
Partnership Taxation, US Tax, Tax Accounting, REIT, Real Estate Taxation, Corporate Tax
Education
University of Washington 1993 — 1995
MBA, MST
University of Massachusetts, Amherst 1988 — 1990
Bachelor of Science (BS), Hotel, Restaurant, & Travel Administration
Springfield College 1987 — 1988
Premera Blue Cross August 2015 - Present
Premera Blue Cross February 2014 - Present
Manning Family Wellness, LLC January 2003 - Present
Amazon.com June 1999 - March 2012
Arthur Andersen, LLP September 1997 - May 1999
Skills
Talent Management, Human Resources, HRIS, Team Building, Training, Management, PeopleSoft, Leadership, Program Management, Process Improvement, Project Management, E-commerce, Cross-functional Team..., Analytics, Customer Service, Databases, Product Development, Agile Methodologies, SaaS, Coaching, Vendor Management, Sales, Budgets, Start-ups, Employee Relations, Team Management, Product Management, Leadership Development, Team Leadership, Business Analysis, Microsoft Excel, Operations Management, Change Management, Strategic Planning, Performance Management, Business Development, Strategy, Analysis, CRM, Entrepreneurship, HRIT, Small Business, Software Development
Education
Seattle Pacific University 1993 — 1997
BS
Kennewick High School 1989 — 1993
High School Diploma
WestRock Company August 2015 - Present
The Brickman Group July 2013 - July 2014
Angelica Corporation February 2006 - July 2013
Schweitzer-Mauduit International, Inc. (NYSE: SWM) August 2004 - February 2006
Mariner Health Care January 2003 - August 2004
Jefferson Wells International July 2002 - January 2003
Arthur Andersen, LLP August 2000 - July 2002
CompUSA, Inc. December 1998 - June 2000
Quill Advertising & Interactive September 1994 - December 1998
Examination Management Services, Inc. (EMSI) June 1993 - September 1994
Skills
Accounts Payable, Internal Controls, CPA, Financial Audits, Management, Strategic Financial..., Finance, Management Accounting, Financial Statements, GAAP, External Audit, ADP Payroll, Business Process..., Coaching, Leadership, Leadership Development, Strategy, Analysis, Financial Accounting, Variance Analysis, Account Reconciliation, Fixed Assets, Tax, Internal Audit, Process Improvement, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Budgets, Accounting, Strategic Planning, Financial Planning, Mergers & Acquisitions, Team Building, Financial Reporting, SEC Filings, Financial Modeling, Budgeting, Training, Contract Negotiation, Acquisition Integration
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
Yale New Haven Health System November 2010 - Present
Beachbody September 2012 - Present
Oce January 2004 - November 2010
Trenwick Group, Ltd. May 2002 - December 2003
Arthur Andersen, LLP September 1999 - May 2002
Skills
Financial Analysis, Financial Reporting, Budgets, Account Management, Critical Thinking, Teamwork, Strategic Planning, Sarbanes-Oxley, Internal Audit, Coaching, Highly Dedicated, Problem Solving, US GAAP, Leadership, Training
Education
Siena College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lakeland High School 1991 — 1995
Arch Capital Services Inc November 2006 - March 2015
Endurance May 2005 - November 2006
Selective Insurance November 2002 - May 2005
Above the Clouds, Inc. June 2002 - October 2002
Arthur Andersen LLP November 1999 - June 2002
First Hudson Valley Bank/Rhinebeck Savings Bank December 1996 - November 1999
US Navy 1990 - 1994
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Risk, Auditing, Financial Analysis, Sarbanes-Oxley, Enterprise Risk..., Financial Reporting, Risk Management, Internal Audit, Accounting, Management, Project Management, IT Audit, Risk Assessment, Business Process..., Operational Risk, Regulatory Compliance, Executive Reporting
Education
Siena College
Bachelor's degree, Accounting
Pandora September 2015 - Present
Nasdaq May 2013 - August 2015
Thomson Reuters October 2011 - May 2013
Van Cleef & Arpels November 2010 - April 2011
Red Oak Capital Private Equity May 2008 - November 2009
CG Company July 2001 - May 2008
Arthur Andersen LLP January 2001 - July 2001
Merrill Lynch June 1997 - December 2000
Skills
Financial Analysis, Valuation, Strategic Planning, Finance, Financial Modeling, Risk Management, Private Equity, Due Diligence, Budgets, Leadership, Analysis, Investments
Education
Denmark International School of Business 1999 — 2000
Certificate, International Business
Southern Methodist University 1996 — 2000
BS, Economics
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance
Young Innovations, Inc. 2013 - Present
Young Innovations, Inc. 2009 - 2013
Young Innovations, Inc. 2006 - 2009
Young Innovations August 2004 - 2006
Enterprise Rent-A-Car 2002 - 2004
Arthur Andersen, LLP 2000 - 2002
Skills
Medical Devices, Process Improvement, CPA, Management, Financial Analysis, Forecasting, Strategic Planning, US GAAP, Internal Controls, Accounting, Leadership, Project Management, Budgeting, Product Development, Production Planning, Product Launch, Operations Management
Education
Southern Illinois University, Edwardsville 1995 — 2000
B.S., Accountancy
Passed CPA Exam
Texas A&M International University September 2014 - Present
Praesel Consulting July 2008 - Present
Texas A&M International University January 2014 - Present
Deloitte September 2002 - December 2004
Arthur Andersen, LLP March 1999 - August 2002
Texas House of Representatives March 1994 - October 1999
Texas Office of the Governor January 1993 - May 1993
Skills
Strategic Planning, Community Development, Public Speaking, Leadership, Legal Research, Public Relations, Policy Analysis, Strategy, Event Planning, Economic Development, Legislative Relations, Team Building, Research, Legal Writing, Due Diligence, Strategic Partnerships, Business Process..., Operations Management, Collaborative Problem..., Community Outreach, Leadership Development, Public Sector, Private Sector, Legislative Research, Sustainability, Legislation, Policy Research, Public Policy Research, Pleadings, Business Process..., Fundraising, University Teaching, Collaborative Leadership, Grant Writing, Drafting Legislation, Process Flow..., Oil Industry, White Papers
Education
Texas State University 1999 — 2001
Master's degree, Law
Texas State University-San Marcos 1996 — 1998
Certified Paralegal, Advanced Legal Research and Advanced Professional Studies
St. Edward's University 1993 — 1995
Bachelor's degree, Political Science
Upstate Roofing & Painting, Inc April 2003 - Present
Benderson Development, Inc May 2002 - April 2003
Muffler Brake, Inc July 2001 - May 2002
LeChase Construction January 2001 - July 2001
Christa Construction September 2000 - February 2001
Wegmans Food Markets, Inc January 1991 - August 2000
Arthur Andersen LLP January 1987 - January 1991
Skills
Financial Reporting, Accounting, Tax, Payroll, SEC reporting, Account Reconciliation, Cost Accounting, Finance, Financial Analysis, Forecasting, Internal Audit, SEC filings, Budgets, Fixed Assets, Invoicing, Analysis
Education
St. John Fisher College 1985 — 1988
BS, Accounting
Hilton 1981 — 1984
Regents Diploma, Mathematics
Moss Adams LLP July 2005 - Present
PricewaterhouseCoopers 1998 - 2005
Arthur Andersen LLP 1992 - 1998
Ryan & Associates 1989 - 1992
Arthur Andersen LLP 1986 - 1989
Skills
ITC, Wineries, Cost Segregation, Depreciation, Fixed Assets, Valuation, Real Estate, Construction, Tax, Purchase Price..., Energy, Tax Research, Tax Law, Tax Credits, GAAP
Education
Sonoma State University 1983 — 1985
BA
PepsiCo - Frito Lay March 2012 - Present
PepsiCo October 2010 - February 2012
Frito Lay January 2006 - September 2010
Frito Lay May 2004 - December 2005
PepsiCo February 2002 - April 2004
Arthur Andersen LLP December 1996 - February 2002
Brinker International August 1994 - December 1996
Skills
Forecasting, Analysis, Budgets, Management, Financial Modeling, Pricing, Performance Management, Leadership, Finance, Accounting, P&L, Strategy, Auditing, Internal Controls, Financial Analysis, Cross-functional Team..., Cash Flow
Education
The University of Dallas 2011 — 2013
MBA
Center for Creative Leadership 2005 — 2005
Maximizing Your Leadership Potential
Southern Methodist University 1990 — 1994
BBA, Finance
Southern Methodist University 1990 — 1994
BS, Economics
Bishop Lynch High School 1988 — 1990
Certifications
BBX Capital Corporation March 2015 - Present
Bluegreen Corporation June 2004 - March 2015
Office Depot September 2002 - June 2004
Arthur Andersen LLP June 1998 - June 2002
Star Metal Products 1993 - 1998
Education
San Diego State University-California State University 1995 — 1998
BS, Accounting
Reed Smith LLP March 2011 - Present
The CapAnalysis Group/Howrey LLP May 2002 - March 2011
Arthur Andersen LLP August 1995 - April 2002
Skills
Intellectual Property, Litigation, Business Valuation, Litigation Support, Arbitration, Forensic Accounting, Civil Litigation, Legal Writing, Legal Research, Trials, Litigation Consulting, Mediation, Commercial Litigation, Depositions, Accounting, Fraud, Hearings
Education
Southwestern Law School 1996 — 2000
J.D.
Pepperdine University 1991 — 1995
Bachelor of Science (B.S.), Accounting and Business Administration
The Bradford Group May 2015 - Present
Accenture September 2009 - April 2015
Accretive Health April 2009 - May 2009
Exelon July 2004 - July 2008
Deloitte May 2002 - February 2004
Andersen LLP May 2000 - April 2002
Arthur Andersen LLP 2000 - 2002
Ernst & Young February 1999 - April 2000
Heller Financial January 1995 - January 1999
Heller Financial October 1988 - December 1994
Skills
Tax, Accounting, PeopleSoft, Auditing, Sarbanes-Oxley Act
Education
Southern Illinois University, Carbondale 1973 — 1978
B.S., Special Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Special Education and Teaching
IBM August 2014 - Present
IBM May 2009 - August 2014
EMC October 2007 - January 2009
Seagate Technology 2005 - 2007
TPG Capital 2000 - 2005
Arthur Andersen LLP 1995 - 2000
Skills
Enterprise Software, Professional Services, Account Management, Business Development, Project Management, Cloud Computing, Consulting, Leadership, Business Intelligence, Business Process
Education
San Francisco State University 1991 — 1996
Bachelor of Science Business Administration, International Business
Stanford University 2008 — 2010
Graduate SAPM
Godwin Lewis PC April 2012 - September 2014
Southwest Airlines August 2009 - November 2009
Texas Attorney General - Child Support Division May 2009 - June 2009
Dallas County District Attorney's Office May 2008 - July 2008
Electronic Data Systems October 2001 - June 2007
Arthur Andersen, LLP December 1997 - July 2001
Skills
Corporate Law, Sarbanes-Oxley, Legal Writing, Legal Research, Litigation, Appeals, Contract Negotiation, Mediation, Negotiation, Due Diligence
Education
Texas A&M University School of Law 2007 — 2010
Southern Methodist University - Cox School of Business 1993 — 1997
BBA, Accounting
Grand View Advisors LLC 2002 - Present
Cumming Corporation November 2012 - October 2013
Los Angeles Unified School Distict 2002 - 2010
Arthur Andersen LLP 1989 - 2002
Marcus & Millichap Corporate Real Estate Service Group 1985 - 1989
Skills
Mergers, Due Diligence, Real Estate, Real Estate Development, Contract Negotiation, Program Management, Mergers & Acquisitions, Marketing Strategy, Managerial Finance, Asset Managment, Budgets, Change Management, Management, Construction, Business Development, Leadership, Strategy, Strategic Planning, Financial Analysis, Project Management, Business Process..., Business Planning, Training, Executive Management, Asset Management
Education
San Diego State University-California State University 1976 — 1981
BA
Pullman & Comley, LLC January 2008 - Present
Arthur Andersen August 1998 - May 2002
Arthur Andersen LLP August 1998 - May 2002
Skills
Litigation, Bankruptcy, Commercial Real Estate, Appeals, Trial Practice, Corporate Law
Education
Western New England College School of Law 1995 — 1998
J.D., Law
Siena College 1990 — 1994
B.A., English and Spanish
Who's Your Brand? April 2011 - Present
The Gould Standard 2007 - 2010
The Boeing Company November 2002 - May 2007
Education America July 2001 - August 2002
Women's Consumer Network October 2000 - August 2001
Arthur Andersen, LLP September 1999 - August 2000
Education
University of Texas at Austin 1997 — 1999
M.A., Public Affairs
Spelman College 1993 — 1997
B.A., Economics
Pomeroy January 2000 - Present
Arthur Andersen LLP 1993 - 2000
Education
Spring Hill College 1989 — 1993
Bridges & Yallaly CPAs P.A. April 1995 - Present
Arthur Andersen LLP January 1993 - April 1995
Skills
Accounting, QuickBooks, Budgets, Tax, Tax Preparation, Bookkeeping, Payroll, Financial Statements, Strategic Planning, Small Business, Financial Analysis, Customer Service, Microsoft Office, Finance, Non-profits, Start-ups, Real Estate, Insurance, Nonprofits, Financial Reporting
Education
Southwest Baptist University 1987 — 1992
Bachelor of Arts, Accounting, Finance, Economics
Independent Consultant July 2014 - Present
Dimension Energy Services January 2012 - June 2014
ValArco LLC 2006 - 2011
Consolidated Graphics, Inc. 2001 - 2005
Arthur Andersen LLP 1990 - 2001
Skills
Mergers, Strategic Planning, Natural Gas, Due Diligence, Financial Analysis, Energy, Executive Management, Marketing, Turn Around Management, New Business Development, Energy Industry, Contract Negotiation, Business Development, Risk Management, Acquisition Integration, Forecasting, Financial Modeling, Process Improvement, Restructuring, Corporate Finance, Management, Operations Management, CRM, Acquisitions, Accounting, Team Building, Auditing, Budgets, Corporate Development, Finance, Mergers, Petroleum, Business Planning, Business Process..., Contract Management, Divestitures, Management Consulting, Managerial Finance, Midstream, Start-ups, Strategy, Upstream, Leadership, Oil & Gas, Business Strategy, Gas, Sales, Negotiation, Project Planning, Private Equity
Education
Texas A&M University - Mays Business School 1988 — 1990
MBA, Finance
Southern Methodist University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
ServiceSource March 2014 - Present
Bunnell Idea Group 2012 - Present
Colorado Scholarship Coalition 2011 - Present
The Ryan Gibson Foundation 2001 - Present
Ideate Consulting October 2012 - March 2014
The North Highland Company June 2003 - September 2012
Pricewaterhouse Coopers LLP 2001 - 2002
Cap Gemini Ernst & Young LLC 1998 - 2001
Arthur Andersen LLP June 1997 - May 1998
Skills
Strategic Planning, Change Management, Sales Process, Business Process, ERP, Management Consulting, Process Improvement, Business Analysis, Business Strategy, Program Management, Business Intelligence, Customer Relations, Business Process..., Business Transformation, Supply Chain, Six Sigma, Customer Service, Leadership, Project Management, CRM, Management, Business Development, Training, Enterprise Software
Education
Southern Methodist University 1994 — 1998
BBA, Finance, Management Information Systems
The Bolles School 1990 — 1994
Federal Reserve Bank of San Francisco February 2009 - Present
Federal Reserve Bank of San Francisco March 2005 - January 2009
Oakland Unified School District February 2002 - March 2005
TAOS 1999 - 2001
Arthur Andersen, LLP 1998 - 1999
2Bridge Software March 1997 - March 1998
Andersen Consulting 1994 - 1997
Catellus Development Corporation 1990 - 1994
Skills
Talent Acquisition, Recruiting, Employee Relations, HRIS, PeopleSoft, Taleo, Workforce Planning, College Recruiting, Internet Recruiting, Sourcing, Public Relations, Applicant Tracking..., Public Speaking, Leadership, Human Resources, SDLC, Talent Management, Temporary Placement, Employee Training, Performance Management, HR Policies, Benefits Negotiation, Mentoring, Networking, Deferred Compensation, Technical Recruiting, Onboarding, Hiring, Succession Planning, Executive Search, Employee Engagement, Personnel Management, New Hire Orientations, Employee Benefits, Employer Branding, Benefits Administration, Career Development, Staffing Services, Labor Relations, Contract Recruitment, Screening Resumes, Screening, Organizational..., Interviews, Job Fairs, Employment Law
Education
San Francisco State University 1984 — 1993
Bachelor of Arts (B.A.), Organizational Psychology
University of San Francisco 1983 — 1984
Amazon.com January 2010 - Present
Seattle Repertory Theatre July 2014 - Present
Amazon.com November 2007 - December 2009
Amazon.com January 2007 - November 2007
Amazon.com September 2005 - December 2006
Amazon.com July 2004 - August 2005
Amazon.com July 2003 - July 2004
Lucent Technologies, Wireless Solutions Group June 2002 - August 2002
Arthur Andersen, LLP 1998 - 2001
Boeing Commercial Airplane Group 1996 - 1998
Skills
Product Management, Strategy, Mobile Devices, Business Strategy, Management, Leadership, Business Planning, Strategic Partnerships, Business Development, E-commerce, Analytics, Cross-functional Team..., Demand Generation, Mobile Applications, Retail, Team Building, Team Management, Operations Management, Sales, Agile Methodologies, Analysis, Budgets, Cloud Computing, Telecommunications, P&L Management, Team Leadership, Start-ups, Product Development, Program Management, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2001 — 2003
M.B.A, Marketing and Entrepreneurship
Stanford University 1992 — 1996
B.S., Mechanical Engineering
La Jolla Country Day 1988 — 1992
Intellectual Ventures February 2008 - Present
Confido Ubertas 2014 - 2015
Confido Ubertas 2014 - 2015
Washington Mutual September 2005 - February 2008
KPMG LLP May 2002 - September 2005
Arthur Andersen LLP June 1996 - May 2002
Skills
Mergers, Tax Controversy, Federal Tax, Cross-border..., Structuring, Joint Ventures, Income Tax, International Tax, Transfer Pricing, Corporate Tax, Due Diligence, Tax Audits, Tax Law, Restructuring, Tax Accounting, International Tax..., Private Equity, Tax Research, Tax Advisory, Corporate Law, Tax Compliance, Tax
Education
University of Washington School of Law 1995 — 1996
LL.M
Seattle University School of Law 1992 — 1994
J.D.
University of Washington, Michael G. Foster School of Business 1986 — 1990
Accounting
EisnerAmper LLP August 2015 - Present
EisnerAmper LLP November 2004 - Present
Atlantic Mutual Companies March 2003 - October 2004
Deloitte & Touche June 2002 - February 2003
Arthur Andersen LLP December 1999 - May 2002
Skills
Insurance, Property & Casualty..., Auditing, Finance, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Reporting, CPA, Internal Audit, Enterprise Risk..., Financial Accounting, Financial Audits, Financial Analysis, External Audit, Big 4, Statutory Accounting, General Ledger, Sarbanes-Oxley, Financial Statements, Assurance, Strategic Enterprise...
Education
Seton Hall University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Hershey Entertainment & Resorts August 2008 - Present
Arthur Andersen LLP 1998 - 2003
Education
Shippensburg University of Pennsylvania 1994 — 1998
Provide Commerce December 2001 - Present
Arthur Andersen LLP 1998 - 2001
Skills
Forecasting, Accounts Payable, US GAAP, Sarbanes-Oxley Act, Financial Analysis, GAAP, E-commerce, Accounting, Microsoft Office, Customer Service, Financial Reporting, Analytics, Process Improvement, SEC filings, Revenue Recognition, SEC Filings
Education
San Diego State University-California State University 1991 — 1996
Bachelor of Science (BS), Accounting
McAfee October 2011 - Present
McAfee September 2010 - October 2011
Interwoven, Inc. February 2002 - July 2010
Arthur Andersen LLP September 1997 - February 2002
Skills
Revenue Recognition, Enterprise Software, Contract Negotiation, US GAAP, Internal Controls, Sales Management, Auditing, Managerial Finance, CPA, Accounting, Financial Analysis
Education
Santa Clara University 1993 — 1997
BSC, Accounting
ProStrakan October 2012 - Present
EKR Therapeutics January 2009 - October 2012
EKR Therapeutics, Inc. March 2008 - December 2008
Esprit Pharma, Inc. June 2005 - December 2007
ESP Pharma, Inc. 2002 - 2005
Baxter 2001 - 2002
Warner Lambert 2000 - 2001
AT&T 1997 - 1999
Arthur Andersen, LLP 1994 - 1997
Education
Seton Hall University 1998 — 2001
MBA, Finance
University of Delaware 1990 — 1994
Accounting
PayPal August 2010 - Present
SEC International Group Ltd. February 2010 - August 2010
Yahoo! Inc. 2007 - 2010
Synopsys Inc. 2004 - 2007
IONA Technologies 1999 - 2002
SAP America / SAP Labs 1998 - 2001
Arthur Andersen, LLP 1997 - 1998
Skills
E-commerce, Product Management, Product Marketing, Cross-functional Team..., Mobile Devices, Enterprise Software, Business Strategy, Product Strategy, Mobile, Competitive Analysis, User Experience, Product Requirements, Product Planning, Go-to-market Strategy, Operations Management, Operations Excellence, Product Integration
Education
University of California, Berkeley
Economics
San Francisco State University
Master of Business Administration (M.B.A.)
Compass Lexecon May 2011 - Present
Royal Ambulance March 2009 - April 2011
Nelson & Associates March 2008 - August 2008
Robert Half International/Accountemps November 2006 - March 2008
Optical Connection, Inc. November 2003 - October 2006
Cocoon Nutrition May 2002 - October 2003
KPMG November 2001 - May 2002
Arthur Andersen, LLP April 1999 - March 2001
Skills
QuickBooks, Customer Service, Temporary Placement, Data Analysis, Change Management, Analysis, Recruiting, Account Management, Microsoft Word, Microsoft Excel, Leadership, Sales, Human Resources, Management, Training, Research
Education
Santa Clara University 1997 — 1998
Bellarmine College Preparatory 1993 — 1997
High School, Liberal Arts
Gap September 2009 - Present
Gap February 2006 - September 2009
Symantec (formerly Veritas Software Corporation) November 2003 - February 2006
KPMG US July 2002 - November 2003
Arthur Andersen LLP September 1999 - July 2002
Education
Santa Clara University 1995 — 1999
Bachelor of Science (B.S.), Accouting
Wells Fargo July 2013 - Present
Wachovia Wealth Management January 2005 - July 2013
Arthur Andersen LLP 1998 - 2001
Skills
Wealth Management
Education
Southern Methodist University Dedman School of Law 1995 — 1998
JD, Law
Southwestern University 1992 — 1995
KPMG LLP March 2011 - Present
Deloitte LLP February 2007 - February 2011
Deloitte 2002 - 2006
Arthur Andersen LLP 1992 - 2002
Skills
Market Research, Marketing Strategy, Business Strategy, Marketing, Professional Services, Strategic Planning, Business Development, CRM, Strategy, Marketing Communications, Business Planning, Marketing Management, Digital Marketing, Integrated Marketing, Brand Management, Competitive Analysis, Management
Education
Seneca College of Applied Arts and Technology
Marketing and Communications, Marketing and communications
University of Waterloo
Business, Management, Marketing, and Related Support Services
Self Employed October 2012 - Present
PSS help (Product Support Solutions) October 2012 - March 2014
Genesys Telecommunications Laboratories Inc. June 1997 - November 2007
Arthur Andersen LLP September 1994 - June 1997
Skills
Leadership, Business Strategy, Corporate Finance, Cloud Computing, Start-ups, Product Management, Strategic Financial..., Contact Centers, Telecommunications, Professional Services, Call Center, Enterprise Software, SaaS, Finance, Banking, Call Centers, CRM, Strategic Partnerships, Outsourcing, Business Development, Strategy, Management
Education
San Francisco State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Accounting
Phelps Management, Inc. 2002 - Present
Deloitte 1997 - 2002
Deloitte 1997 - 2002
Arthur Andersen LLP 1994 - 1997
Skills
Penetration Testing, Financial Risk, Executive Management, Entrepreneurship, Start-ups, Web Development, New Business Development, SEO, E-commerce, Process Improvement, Testing, Management, SAS70, IT Audit, Business Analysis, Auditing, Business Continuity..., Financial Services, Marketing Strategy
Education
St. Mary's University 1987 — 1991
Master of Business Administration (MBA), Mutlinational Operations
St. Mary's University
Master of Science (MS), Computer Information Systems
Mango Concept November 2010 - Present
Ideametrics May 2009 - 2010
Zenzar ThoughtDigital 2004 - 2009
Arthur Andersen LLP 2000 - 2001
Oracle 1996 - 1999
Education
Seton Hall University 1988 — 1992
Junius Real Estate Partners August 2015 - Present
Clarion Partners LLC January 2011 - August 2015
Clarion Partners LLC March 2006 - January 2011
Clarion Partners LLC January 2005 - March 2006
Deloitte & Touche December 2002 - December 2004
Arthur Andersen LLP October 2001 - April 2002
Education
St. Francis College 1997 — 2001
B.S., Accounting
Savings Bank of Mendocino County May 2015 - Present
North Valley Bank November 2005 - January 2015
Deloitte & Touche 2002 - 2003
Arthur Andersen LLP 1997 - 2002
Skills
Financial Reporting, CPA, GAAP, Financial Accounting, Microsoft Excel, Corporate Tax, Internal Controls, Accounting, Financial Analysis, Finance, SEC Filings, Sarbanes-Oxley Act, Tax, US GAAP, Banking, Cash Management, Auditing, Credit, Due Diligence
Education
San Diego State University-California State University 1993 — 1997
Master of Science, Accountancy
LJ the Trainer January 2014 - Present
Busy Bees Concierge, LLC October 2013 - December 2013
Thread Again,LLC June 2010 - December 2012
Thomson Reuters May 2007 - June 2010
United Brotherhood of Carpenters and Joiners September 2006 - December 2006
BP May 2005 - November 2005
Leisure Learning Unlimited February 2005 - May 2005
Fulbright & Jaworski November 2003 - March 2004
Burr Wolff, L. P. 1999 - 2002
Arthur Andersen, LLP September 1994 - September 1999
Skills
Access, Databases, Analysis, Management, Intellectual Property, Microsoft Excel, Microsoft Office, Business Analysis, SQL, Microsoft SQL Server, Software Project..., Process Improvement, SALT (State and Local..., Technical Documentation, Training, Software Documentation
Education
Southern Methodist University 1989 — 1991
Paralegal, Paralegal Certification
The University of Texas at Dallas 1981 — 1986
BGS, Computer Science + Fine Arts (Double Major)
McCauley Sales & Use Tax Consulting February 2013 - Present
Intuit, Inc & Subsidiaries January 2005 - February 2013
24 Hour Fitness, Inc. February 2001 - November 2004
Ernst & Young LLP July 1998 - January 2001
KPMG October 1994 - June 1998
Arthur Andersen LLP August 1991 - September 1994
California State Board of Equalization June 1975 - July 1991
Skills
Sales Tax, Use Tax, Auditing, Tax Research, Sarbanes-Oxley Act, Accounting, Sales & Use Tax, Multi-State Sales Tax, Tax Law, Internal Controls, Voluntary Disclosure, Training, Indirect Taxation, Process Improvement
Education
Thomas Jefferson School of Law 1984 — 1988
Juris Doctor, Law
San Diego State University-California State University 1974 — 1975
B.S., Business Administration - Accounting
BWE, Inc. April 2012 - Present
Aavid Thermalloy April 2007 - April 2012
The Timberland Company November 2006 - April 2007
Aavid Thermalloy, LLC May 2000 - November 2006
Arthur Andersen, LLP September 1996 - May 2000
Nathan Wechsler & Company January 1996 - August 1996
Education
University of New Hampshire 2011 — 2015
Master of Business Administration (M.B.A.), Finance
Southern New Hampshire University 1991 — 1995
BS, Management Advisory Services
Fiserv September 2011 - Present
CashEdge January 2009 - September 2011
CashEdge October 2001 - May 2008
WebMD May 2005 - February 2006
SYSTOR AG (now owned by Accenture) October 1999 - October 2001
Arthur Andersen LLP 1987 - 1999
Skills
Strategic Planning, Business Strategy, Product Management, Start-ups, Business Analysis
Education
Southern Oregon University 1983 — 1987
Bachelor of Science degree in Business Administration, (emphasis in Accounting) with a Computer Science Minor
Wegmans Food Markets July 2014 - Present
Wegmans Food Markets April 2012 - July 2014
Wegmans Food Markets May 2005 - March 2012
Institue of Internal Auditors 2008 - 2012
Wegmans Food Markets November 2000 - May 2005
Arthur Andersen LLP 1995 - 2000
Skills
Accounting, Inventory Management, Financial Analysis, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley, Sarbanes-Oxley Act, Forecasting, Process Improvement, Budgets
Education
St. John Fisher College
Werner Enterprises September 2010 - Present
McGladrey October 2006 - September 2010
Mutual of Omaha February 2002 - October 2006
Arthur Andersen LLP August 1999 - January 2002
Skills
IT Audit, Internal Audit, Sarbanes-Oxley, Accounting, Internal Controls, Business Process..., SAS70, Auditing, Risk Assessment, Sarbanes-Oxley Act, COSO, Financial Reporting, Enterprise Risk..., SSAE 16, Audits of Employee..., Insurance, Transportation, COBIT, Risk Management, CISA, Governance, Fraud, SEC filings, Information Security..., SEC Filings
Education
University of Nebraska at Omaha 2005 — 2009
MS, MIS
The University of South Dakota 1998 — 1999
MBA, MIS
Southern Oregon University 1994 — 1998
BSBA, Accounting
Carrizo Oil & Gas, Inc. January 2010 - Present
Ernst & Young LLP May 2002 - December 2009
Arthur Andersen LLP June 1988 - May 2002
Education
Southwest Baptist University 1984 — 1988
Bachelor's degree, Accounting and Business
Port of Long Beach July 2014 - Present
General Ledger Resources February 2013 - August 2013
SAIC June 2010 - September 2012
SAIC January 2007 - June 2010
Cardinal Health February 2005 - September 2007
Scripps Health 2002 - 2004
Arthur Andersen, LLP 1999 - 2001
San Diego State University 1998 - 1999
San Diego State University 1998 - 1999
MTS Incorporated 1994 - 1997
Skills
Costpoint, Microsoft Office, SOX Compliancy, Compensation Structure..., Compensation & Benefit, Internal Audit, Financial Audits, Communication, Creative Writing, Report Writing, Accounting, CPA, Sarbanes-Oxley Act, Compensation Structures, Internal Controls, Analysis, Process Improvement, Financial Analysis, Human Resources, General Ledger, PeopleSoft
Education
San Diego State University-California State University 1997 — 1999
Master's degree, Accounting, Diploma Received
San Diego State University-California State University 1992 — 1995
Bachelor's degree, History, Diploma Received
eHealth Inc. 2000 - Present
Arthur Andersen LLP 1984 - 2000
Education
San Jose State University 1980 — 1984
American Traffic Solutions 2008 - Present
Allied Waste 1999 - 2002
Arthur Andersen LLP 1996 - 1997
Education
St. Cloud State University 1984 — 1988
Abeles & Hoffman, P.C. December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
LarsonAllen June 2006 - December 2011
Larson Allen LLP June 2006 - December 2011
PricewaterhouseCoopers September 2003 - June 2006
PwC 2003 - 2006
CBIZ MHM, LLC 2002 - 2003
Arthur Andersen LLP 2001 - 2001
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Preparation, Financial Reporting, CPA, Tax Accounting, Accounting, Tax Returns, Partnership Taxation, Fixed Assets, Small Business
Education
Southern Illinois University, Carbondale 1998 — 2002
Master of Science, Accounting, Specialization in taxation
CCHS 1994 — 1998
Cushman & Wakefield, Formerly DTZ Inc. June 2014 - May 2015
Genentech, Inc 2007 - 2011
AMB Property Corporation, now Prologis Inc 2004 - 2007
BRE Properties, Inc 1996 - 2003
Shorestein Company LLC 1995 - 1996
Arthur Andersen LLP 1995 - 1995
Skills
Forecasting, Monthly Close Process, Quarterly Reporting, Corporate Budgeting, Risk Management, Capital Markets Analysis, Financial Analysis, Financial Reporting, Treasury Management, Foreign Currency..., Foreign Currency, Systems Analysis, Accounting System, IT Project..., Managerial Finance, Analysis, Budgets, Strategy, Accounting, Pharmaceutical Industry, Finance, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Modeling, Mergers & Acquisitions, Biotechnology, General Ledger, Management, Hyperion, Cross-functional Team..., Variance Analysis, Analytics, Internal Audit, Process Improvement, Microsoft Excel, Budgeting, Strategic Planning, Market Analysis
Education
St. Ignatius 1983 — 1987
San Francisco State University
Bachelor of Science (B.S.), Accounting
McGladrey LLP September 2014 - Present
Grant Thornton LLP February 2013 - July 2014
KPMG LLP 2002 - 2012
Arthur Andersen LLP 1983 - 2002
Skills
SEC filings, Auditing, Internal Controls, Revenue Recognition, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Big 4, CPA, External Audit, IPO, Financial Accounting, SEC Filings, Corporate Governance, Private Equity
Education
Santa Clara University 1979 — 1983
Bachelor of Science (BS), Accounting
Tenet Healthcare September 2011 - Present
Tenet Healthcare January 2008 - September 2011
Triad Hospitals October 2002 - December 2007
KPMG Audit May 2002 - October 2002
Arthur Andersen LLP December 2000 - May 2002
Education
Southern Methodist University - Cox School of Business
BBA, Accounting
Thomson Reuters June 2011 - Present
Target Corporation June 2006 - June 2011
Target July 2002 - June 2006
Deloitte & Touche LLP May 2002 - June 2002
Arthur Andersen LLP February 1992 - May 2002
Skills
Tax, Auditing, Accounting, Finance, Microsoft Word, Sarbanes-Oxley Act, Account Reconciliation, Sales Tax
Education
St. Catherine University 1996 — 2000
Bachelor of Science, Accounting and Management Information Systems
Klein Steel Service Inc. May 2009 - Present
Eastman Kodak July 2006 - May 2009
Genencor International April 2002 - July 2006
Arthur Andersen, LLP September 1998 - April 2002
Skills
US GAAP, Accounting, Internal Controls, Financial Reporting, Forecasting, Variance Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, CPA, Finance, Financial Analysis, GAAP, Process Improvement, Revenue Recognition, SEC filings, SEC Filings, Cost Accounting
Education
St. John Fisher College 1996 — 1998
BS, Accounting
Brighton HS 1986 — 1990
Complex PTS, LLC January 2009 - Present
Tykes to Teens Pediatrics 2007 - 2009
Arthur Andersen LLP 1999 - 1999
Ernst & Young 1997 - 1999
Real Estate Tax Services, Inc. 1994 - 1997
Skills
Property Tax, Tax Accounting, Tax, Accounting, Financial Analysis, Tax Research, Financial Reporting, Auditing, Budgets, Due Diligence, Fixed Assets, Valuation, Appraisal Skills, Microsoft Excel, Microsoft Office, CRM, Client-focused, Client Delivery
Education
Southern Methodist University
Bachelor of Arts
Financial Counselors, Inc. 2005 - Present
Heartland Capital Funding LLC 2004 - Present
Midwest Trust Company September 2002 - Present
Alfred C Hagemann, CPA September 1999 - Present
Arthur Andersen, LLP June 1964 - September 1998
Skills
Tax, Financial Analysis, Management Consulting, Strategic Financial..., Accounting, Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory, Private Equity, Retirement Planning, Financial Planning
Education
Southern Illinois University, Edwardsville 1959 — 1963
BS, Accounting
JPN Ventures January 2014 - Present
Wells Fargo Financial June 2011 - January 2014
E*TRADE Financial May 2006 - June 2011
E&Y May 2002 - May 2006
Arthur Andersen LLP June 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Banking, Mergers & Acquisitions, Equities, Capital Markets, Corporate Finance, Portfolio Management, Risk Management, Private Equity, Valuation, Fixed Income, Derivatives, Securities, Bloomberg
Education
University of Buea 1993 — 2006
Bachelor's Degree, Economics, BSc (Hons)
Southern Illinois University, Carbondale
MSc, Accountancy
University of Oxford - Said Business School
MBA, Finance & Strategy
Ernst & Young May 2002 - Present
Arthur Andersen 1999 - 2002
Arthur Andersen LLP 1991 - 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 1990 — 1993
MA, Business Management (Concentration in Accounting)
Southern Methodist University 1983 — 1987
BA, German
Peterson Sullivan LLP January 2013 - Present
Davenny & Associates, Inc., P.S. December 1995 - December 2012
Arthur Andersen LLP 1990 - 1995
KPMG Peat Marwick 1985 - 1990
Skills
Bookkeeping, Tax Preparation, QuickBooks, Accounting, Tax, Tax Returns, Income Tax, General Ledger, Accounts Payable, Payroll Taxes, Accounts Receivable, Payroll, Financial Reporting, Account Reconciliation, Financial Accounting
Education
Seattle University
Bachelor of Arts (B.A.), Business/Commerce, General
University of Washington
MUFG Union Bank September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Wells Capital Management February 2000 - September 2006
HighMark Capital Management July 1997 - February 2000
Arthur Andersen LLP October 1995 - July 1997
Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking
Education
Sonoma State University 1992 — 1994
BS, Business Administration
Wipro Technologies April 2015 - Present
Wipro Technologies June 2013 - April 2015
Oracle 2005 - June 2013
Siebel Systems 2001 - 2005
Vignette 2000 - 2001
PricewaterhouseCoopers 1996 - 2000
Arthur Andersen LLP 1994 - 1996
Skills
Strategic Alliances, Enterprise Software, Strategic Partnerships, Business Development, Consulting, ERP, Management, Project Management, Contract Negotiation, SaaS, Professional Services, Cloud Computing, Business Alliances, Solution Selling, Pre-sales, Go-to-market Strategy, CRM, Sales Enablement, Partner Management, Demand Generation, Business Intelligence, Software Industry, IT Strategy, Management Consulting, Oracle, Lead Generation, Solution Architecture, Siebel, Business Process, Enterprise Architecture, Oracle E-Business Suite, Integration, Oracle Applications, Software Project..., Business Process..., Strategy, Business Process Design, Business Transformation, SDLC, Requirements Analysis, SOA, Master Data Management
Education
San Francisco State University 1988 — 1994
BA in Japanese; Language & Culture, Summa cum laude Dec 1994
San Francisco State University, College of Business 1988 — 1994
BS in Business Administration; Accounting, Magna cum laude May 1994, Minor in Business Information & Computing Systems
Padgett, Stratemann & Co., LLP November 2008 - Present
Mulitple Real Estate investment ventures - Entreprenuerial 2005 - 2008
AFC Enterprises 1996 - 2005
Arthur Andersen LLP 1990 - 1996
Education
St. Mary's University 1985 — 1989
BBA, Accounting
Towers Watson June 2002 - Present
PatientPoint/Mahathi Software January 2008 - December 2010
Arthur Andersen LLP February 1996 - May 2002
United Healthcare July 1991 - January 1996
Skills
Employee Benefits, Human Resources, Strategy, Leadership, Organizational Design, Management Consulting, Acquisition Integration, Healthcare, Talent Management, Management, HR Transformation, Business Process...
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA
Vanderbilt University 1987 — 1991
BA, Mathematics, Business Administration
AIG Global Real Estate Investment Corp. 1998 - 2004
Arthur Andersen LLP 1994 - 1998
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BS, Accounting
Moore Catholic High School 1986 — 1990
Regina Pacis
Payroll Tax Recovery 2001 - Present
Employment Tax Specialists 2000 - 2001
Arthur Andersen LLP 1990 - 2000
Skills
Financial Analysis, Mergers, Tax, Small Business, Cash Flow, Strategic Financial..., Management, Budgets, Tax Returns, Income Tax, Strategic Planning, Tax Preparation, Customer Service, Corporate Finance, Mergers & Acquisitions, Auditing, Due Diligence, Business Strategy, Start-ups, Entrepreneurship, Public Speaking
Education
San Diego State University-California State University
B.S.
AEC Cost Recovery, LLC July 2010 - Present
CBIZ Valuation Group, LLC April 2005 - March 2010
RSM McGladrey, Inc. June 2002 - April 2005
Arthur Andersen LLP February 1992 - June 2002
Skills
Cost Segregation, Valuation, Fixed Assets, Purchase Price..., Depreciation, Acquisitions, Project Management, Management, Tax Law, Due Diligence, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1971 — 1975
BS, Communications
Gibault Catholic High School, Waterloo, Illinois 1967 — 1971
Zonare Medical Systems July 2007 - December 2008
Openwave July 2006 - May 2007
SGI 2002 - 2006
Synopsys July 2000 - January 2001
Hewlett-Packard May 1985 - April 2000
Fortune Systems August 1984 - April 1985
Arthur Andersen, LLP August 1982 - August 1984
Education
Santa Clara University 1980 — 1982
BSC, Accounting
Corrosion Prevention Technologies LLC October 2014 - Present
The Tagos Group April 2007 - Present
Complete Energy Holdings 2003 - 2006
Dynegy, Inc. 1999 - 2002
Arthur Andersen LLP 1977 - 1999
Skills
Entrepreneurship, Management, Leadership, Strategic Planning, Due Diligence, Start-ups, Energy, Business Development, Business Planning, Management Consulting, Risk Management, Business Strategy, Process Improvement, Mergers & Acquisitions, Business Process..., Mergers, Strategy, Private Equity
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1974 — 1977
B.S., Accounting
Self-Employed February 2008 - Present
US Securities and Exchange Commission 1998 - 2000
Arthur Andersen LLP 1994 - 1998
Premier Technical Sales 1991 - 1994
Education
Santa Clara University - Leavey School of Business 1994 — 1996
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1986 — 1990
BS, Marketing
Osprey s.a., ltd. January 2006 - Present
J.M. Olson Corp. / Ford Land Joint Venture October 2001 - May 2004
Arthur Andersen LLP July 1999 - October 2001
Education
Wayne State University 2004 — 2005
M.B.A., Finance
Southern Methodist University 1995 — 1999
B.S., Mechanical Engineering
State of Vermont Department of Tax 2013 - Present
JP Morgan 2010 - 2012
Harvard Management Company 2001 - 2010
Arthur Andersen LLP 1995 - 2001
PwC 1987 - 1995
Skills
Tax, Investments, Due Diligence, Financial Analysis, Hedge Funds, Private Equity, Mutual Funds, Finance, Risk Management
Education
Simmons College - Simmons School of Management
MBA
University of Toronto - University of St. Michael's College
English and Russian Literature
Austin Independent School District September 2010 - Present
The JI Companies August 2009 - September 2010
Texas Association of School Boards August 2008 - September 2009
Delta Dental of New Mexico April 1999 - August 2008
Arthur Andersen, LLP May 1997 - April 1999
Skills
CPA, Internal Controls, Auditing, Variance Analysis, Accounts Receivable, GAAP, Managerial Finance, Accounting, Budgets, Account Reconciliation, Accounts Payable, Payroll, Forecasting, Financial Analysis, Financial Reporting, Finance, Cash Management
Education
Santa Fe University of Art and Design 2003 — 2005
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1997
BBA, Accounting
VantagePoint Venture Partners May 2013 - Present
Paul Capital Partners January 2009 - April 2013
RBC May 2006 - February 2007
Providian Financial January 2004 - December 2005
Federal Reserve System August 2002 - January 2004
Arthur Andersen, LLP January 2001 - May 2002
Harb, Levy & Weiland, LLP November 1999 - December 2000
City Door & Hardware September 1997 - October 1999
Skills
Financial Analysis, Financial Modeling
Education
San Francisco State University
Bachelor of Science, Business Administration
Boston Scientific February 2011 - Present
Boston Scientific March 2010 - September 2010
Boston Scientific 2003 - 2009
Adaptec 2000 - 2003
Sony Pictures Entertainment 1998 - 2000
Arthur Andersen LLP 1995 - 1998
Skills
Forecasting, Strategic Financial...
Education
San Francisco State University 1991 — 1995
BS, Business Admin - Accounting
Arthur Andersen, LLP 1988 - 1997
Education
University of Richmond 1984 — 1988
BS, Accounting
Seton Hall University
MBA, Finance
Expaticore LLC July 2008 - April 2015
Independent Consultant / Business Owner 2002 - 2008
Arthur Andersen LLP 1997 - 2002
Pathmark Stores, Inc. 1995 - 1997
Coopers & Lybrand 1991 - 1995
Skills
Payroll, Payroll Taxes, Auditing, Microsoft Excel, Accounting, Financial Reporting, Expatriate Management, Internal Audit, General Ledger, Budgets, Tax, Management, Training, Business Process, Internal Controls, Leadership, Process Improvement, Human Resources
Education
Seton Hall University 1987 — 1991
BS, Accounting
MEDA March 2002 - Present
Watson Pharmaceuticals August 1997 - March 2002
Arthur Andersen LLP June 1994 - August 1997
Skills
Sarbanes-Oxley Act, Auditing, Risk Management, Accounting, Tax, Financial Reporting, Pharmaceutical Industry, Tax Accounting, Business Planning, US GAAP, Financial Accounting, Due Diligence, Forecasting, Mergers & Acquisitions, Internal Controls, Management
Education
Seton Hall University 1990 — 1994
BS, Business
Seton Hall University
Insight Imaging March 2010 - February 2013
Amerita, Inc September 2007 - November 2009
InSight Health Corp. January 2003 - September 2007
Deloitte & Touche March 2002 - November 2003
Arthur Andersen, LLP September 2001 - March 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, General Ledger, Internal Controls, Financial Statements, Sarbanes-Oxley, Financial Analysis, Revenue Recognition, Accounts Receivable, Accounts Payable, Finance, Account Reconciliation, Fixed Assets
Education
San Francisco State University
BS, Business Administration, Emphasis in Accounting
Citi January 2015 - Present
Verizon Wireless April 2005 - January 2015
KPMG 2001 - 2005
Arthur Andersen LLP 2000 - 2001
Skills
Internal Controls, Internal Audit, Certified Fraud Examiner, Forensic Accounting, Enterprise Risk..., Due Diligence, Corporate Governance, Risk Assessment, Financial Analysis, Financial Reporting, Strategic Planning, Financial Modeling, Hedge Funds, Sarbanes-Oxley Act, Project Management, Accounting, Forecasting, Contract Negotiation, Litigation Support, Managerial Finance, Risk Management, Finance, Mergers & Acquisitions, Auditing
Education
Seton Hall University 2005 — 2008
MBA, Finance
Villanova University 1996 — 2000
BS, Business
Law Offices of Charlene K. Verkowitz March 2008 - December 2009
Philip March 2002 - October 2003
e-Steel Corporation August 2000 - May 2001
Arthur Andersen LLP April 1999 - August 2000
The Macerich Company March 1998 - March 1999
J.P September 1995 - January 1998
Education
Katharine Gibbs School
Santa Monica College
KPMG LLP January 2012 - Present
KPMG LLP May 2010 - January 2012
Deloitte Tax LLP November 2002 - December 2009
Arthur Andersen LLP October 1998 - May 2002
DiGiovini, Hnilo, Jordan and Johnson LLP February 1998 - October 1998
Arthur Andersen LLP May 1995 - January 1998
Accenture (Andersen Consulting LLP) November 1993 - May 1995
Skills
Sabrix, Income Tax, Compilation, Tax Credits, Strategic Financial..., Audit Management, Accounting, Financial Planning, Financial Reporting, Tax, Tax Advisory, Trusts, Tax Returns
Education
Southern Illinois University, Carbondale 1990 — 1993
Bachelor of Science (B.S.), Accounting
Vaxjo University 1985 — 1989
Bachelor of Science (B.S.), Marketing & Management
Rite Aid January 2010 - Present
Rite Aid May 2007 - January 2010
Rite Aid July 2003 - May 2007
Rite Aid December 2000 - July 2003
Arthur Andersen LLP July 1996 - December 2000
Skills
Income Tax, Tax Accounting, Corporate Tax, Accounting, Tax Research, Due Diligence, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act
Education
Seton Hall University 1998 — 2000
Masters, Taxation
University of Delaware 1992 — 1996
BS, Accounting
Wall High School 1988 — 1992
Diploma
Self Employed May 2012 - Present
Sempra Energy April 2009 - April 2011
Sempra Energy March 2004 - April 2009
Sempra Energy November 1999 - March 2004
Arthur Andersen LLP September 1996 - October 1999
Skills
Federal and Multi-State..., Income Tax, Corporate Tax, Accounting, Tax, Tax Research, Financial Reporting, International Tax, Tax Preparation, SEC filings, Tax Accounting, CPA, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, Tax Returns, Fixed Assets
Education
San Diego State University-California State University 1995 — 1996
MS Accountancy, Tax
Verint Systems Inc. May 2009 - Present
Centerline Capital Group June 2008 - May 2009
Triarc Companies Inc. March 2002 - June 2008
Arthur Andersen LLP September 1999 - March 2002
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 1999
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Bachelors, Accounting
Strategic Property Tax Advisors, Inc. February 2000 - Present
Arthur Andersen LLP 1995 - 2000
Education
East Texas State University 1984 — 1986
"BA"
SMU 1983 — 1984
BA
Genesee & Wyoming Inc. November 2006 - Present
Birds Eye Foods April 2005 - November 2006
DeJoy, Knauf & Blood, LLP January 2004 - April 2005
Insero, Kasperski, Ciaccia & Co, P.C. (Currently Insero & Co.) November 2001 - December 2003
Arthur Andersen, LLP June 1999 - November 2001
Skills
Financial Reporting, Tax, Consolidation, Analysis, Finance, SEC filings, Financial Statements, Auditing, Budgets, Sarbanes-Oxley Act, Internal Audit, Great Plains Software, Accounting
Education
St. John Fisher College 1998 — 2000
BS, Accounting
St. Joe's
independent consultant January 2013 - Present
Deloitte 2002 - Present
Arthur Andersen September 1990 - May 2002
Arthur Andersen LLP 1990 - 2002
Skills
Tax Advisory, Tax Law, Tax, Due Diligence, Corporate Tax, Transfer Pricing, Financial Analysis, Mergers, International Tax, Corporate Finance, Private Equity
Education
Syracuse University 1975 — 1979
M.A., PhD, Economics
St. Lawrence University 1971 — 1975
BA, Economics
Dansk Investment Group, Inc. February 2012 - Present
The CIM Group March 2008 - February 2012
ING Clarion February 2006 - March 2008
JP Morgan Asset Management October 2003 - February 2006
New Plan Excel Realty Trust July 2002 - October 2003
Arthur Andersen LLP September 2000 - February 2002
Skills
Accounting, Due Diligence, Financial Reporting, Portfolio Management, Real Estate
Education
Siena College 1996 — 2000
Bachelor's
College of Saint Elizabeth January 2004 - Present
Alcatel-Lucent September 1995 - April 2003
Arthur Andersen LLP 1992 - 1995
Skills
Strategic Planning, Budgeting, Word, Non-profits, Planning, Excel, PowerPoint, Financial Accounting, Internal Audit, Cost Accounting, Teaching
Education
Seton Hall University 1998 — 2000
MBA, Management
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
Karen Sackstein, CPA September 2010 - July 2012
Home Box Office, Inc. December 1999 - January 2009
Arthur Andersen, LLP October 1997 - December 1999
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Financial Accounting, General Ledger, Budgets, Due Diligence
Education
Seton Hall University 1993 — 1997
Bachelor of Science (B.S.), Accounting
8020 Consulting August 2013 - Present
INDEPENDENT CONSULTANT April 2011 - July 2013
HARMAN International April 2010 - February 2011
The Siegfried Group August 2007 - December 2009
The Walt Disney Company November 2004 - July 2007
Playboy Enterprises, Inc. January 2003 - November 2004
Intermedia Film August 2002 - January 2003
FOX 20TH TELEVISION April 2001 - July 2002
Arthur Andersen LLP January 1997 - April 2001
Education
The University of Mississippi 1996 — 1996
Master of Accountancy, Accounting, Honor Graduate
Southern Arkansas University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Concentration in Accounting, Special Honor Graduate
A2Q2 October 2012 - February 2013
Daughters of Charity Health System September 2011 - October 2012
Blueback Corporation November 2009 - September 2011
A2Q2 April 2005 - November 2009
Vavrinek, Trine, Day & Co., LLP May 2002 - March 2005
Arthur Andersen, LLP January 2000 - April 2002
Skills
California Certified...
Education
San Jose State University 1999 — 2000
Master of Science in Accountancy, GPA: 3.71/4.0
Platformer LLC June 2014 - Present
Hodel Briggs Winter LLP April 2003 - May 2014
Paul Hastings 2001 - 2003
Arthur Andersen LLP 1984 - 1988
Skills
Mergers & Acquisitions, Corporate Law, Commercial Litigation, Intellectual Property, Trade Secrets, Civil Litigation, Contract Negotiation, Due Diligence, Legal Research, Legal Writing
Education
University of Notre Dame Law School 1988 — 1991
Doctor of Law (JD), Law
Santa Clara University - Leavey School of Business 1980 — 1984
Bachelor of Commerce (BCom), Accounting