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
MC Global Group LLC March 2014 - Present
Miranda Cruz and Associates, PSC April 2004 - Present
Reichard, Santiago & Associates, PSC February 2001 - April 2004
PR Office of Management and Budget November 1995 - December 2000
Arthur Andersen, LLP September 1989 - October 1995
Skills
Management Consulting, US GAAP, Internal Controls, Corporate Tax, Financial Reporting, Financial Accounting, Financial Audits, External Audit, Internal Audit, Budgets, Tax Advisory, Government Auditing, Payroll Taxes, Project Accounting, Benchmarking, Project Management, Fund Accounting, Performance Auditing, Litigation Support, Business Process..., Budget, Financial Projection, Performance Measurement, Federal Funds Consulting, Business Networking, Accounting
Education
Babson College 1985 — 1989
Bachelor of Science (BS), Accounting
Academia San Jose 1981 — 1985
Colegio Rosa Bell
River Road Asset Management August 2011 - Present
Keller Williams Realty June 2009 - August 2011
Veredus Asset Management February 2003 - October 2008
Arco Aluminum, Inc. February 2000 - February 2003
Arthur Andersen LLP 1996 - 2000
Providian Financial 1994 - 1996
Education
Bellarmine University 1992 — 1996
BA, Accounting
Gray, Gray & Gray 2014 - Present
EY November 1996 - 2014
Arthur Andersen LLP September 1994 - November 1996
First Union Corporation July 1990 - January 1993
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Advisory, Big 4, SALT, New Business Development, Due Diligence, FIN 48, Indirect Taxation, Sales & Use Tax, Tax Research, Multi-state tax returns, State Tax Planning, Project Management, Escheatment, International Tax, CPA, Accounting, Internal Audit, Auditing, Internal Controls, GAAP
Education
University of South Carolina - The Moore School of Business 1993 — 1994
Master's degree, Taxation
Babson College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Concord-Carlisle High School 1982 — 1986
Republic Services August 2015 - Present
Republic Services November 2014 - August 2015
Republic Services April 2013 - February 2015
Republic Services Inc July 2011 - April 2013
Republic Services Inc April 2003 - June 2011
Republic Services, Inc 1999 - 2002
Republic Services Inc 1997 - 1999
Republic Security Services 1996 - 1997
Arthur Andersen LLP 1992 - 1996
Education
Babson College 1989 — 1993
BS in Business Administration, Accounting, Economics
Goodman Advisory Group, LLC May 2007 - Present
Acambis September 2005 - May 2007
Boston Scientific Corp September 2001 - September 2005
Arthur Andersen LLP September 1998 - September 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics
Westpac Institutional Bank June 2013 - Present
KBC Bank Plc January 2010 - June 2013
Merrill Lynch & Co. October 2007 - November 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) April 2008 - September 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) January 2004 - September 2007
Depfa Bank Plc October 2004 - October 2006
Deloitte & Touche LLP May 2002 - October 2004
Arthur Andersen LLP July 2001 - May 2002
Ernst & Young LLP 1999 - 2001
Skills
Tax, Corporate Tax, Financial Reporting, Internal Controls, Accounting, International Tax, Tax Accounting, Finance, Tax Returns, Income Tax, Financial Services, Tax Research, Consolidation, Banking, Transfer Pricing, Big 4, US GAAP, Financial Accounting, Tax Preparation, Financial Statements
Education
Northeastern University - D'Amore-McKim School of Business 2013 — 2016
Masters in Taxation, Taxation
City University of New York-Baruch College - Zicklin School of Business 1994 — 1999
BBA, Accounting
Intercontinental Exchange January 2015 - Present
IntercontinentalExchange New York Stock Exchange March 2005 - Present
National Equipment Services 1999 - 2004
Foot Locker 1998 - 1999
PwC 1996 - 1998
Arthur Andersen LLP 1994 - 1996
Skills
Cross Border Tax..., M&A tax, FAS 109/ASC 740, JV Tax, IP Tax Planning, Post Merger Integration, SEC filings, International Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, US GAAP, Acquisition Integration, Corporate Tax, Account Reconciliation, Tax, Financial Analysis, Accounting, Tax Research, Income Tax, Tax Accounting, Internal Controls, GAAP, Auditing, Financial Reporting, Private Equity, Financial Modeling, Corporate Finance, Restructuring, Strategic Financial..., Corporate Governance, Financial Accounting, Finance, IFRS, Tax Returns, Transfer Pricing
Education
Baruch College 1989 — 1993
BBA, Accounting
FireKing Security Group April 2015 - Present
PharMerica September 2013 - March 2015
Mountjoy Chilton Medley LLP 2008 - August 2013
EY 2007 - 2008
EY 2002 - 2007
Arthur Andersen, LLP 1999 - 2002
Skills
GAAP, Internal Controls, Auditing, Assurance, Financial Accounting, US GAAP, Accounting, Financial Reporting, Tax, SEC filings, External Audit, IFRS, Corporate Tax, Financial Statements, CPA, Mergers & Acquisitions, HUD audits, Financial Audits, Internal Audit
Education
Bellarmine University 1995 — 1999
Bachelor of Arts (BA), Accounting
EDF Trading North America, LLC May 2014 - Present
NRG Energy July 2006 - March 2013
Mpower Energy Services, LLC January 2005 - January 2006
Alstom Grid June 2003 - June 2004
Dynegy June 1995 - October 2002
ARTHUR ANDERSEN, LLP January 1991 - January 1995
Tenneco 1990 - 1991
Skills
Commodity Markets, Energy, Power Generation, Energy Markets, Commodity, PJM, Energy Management, Portfolio Optimization, MISO, Financial Modeling, Valuation, Financial Analysis, Risk Management, Forecasting, Electricity Markets, Gas, Hedging, Energy Industry, Power Plants, Trading, Natural Gas, Portfolio Management, Strategy, Procurement
Education
University of Houston, C.T. Bauer College of Business 1990 — 1991
Postbaccalaureate, Accounting
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Finance and Economics
Grant Thornton LLP 2013 - Present
McGladrey 2010 - 2013
IBM 2002 - 2008
Arthur Andersen LLP 1998 - 2002
Tritech Consulting LLC 1994 - 1996
Data Systems International 1988 - 1994
Skills
Business Development, Leadership, New Business Development, Solution Selling, Strategy, Sales, Professional Services, Marketing Strategy, Strategic Planning, Finance, Enterprise Software, Management, Lead Generation, Consulting, Sales Process, Account Management, Business Intelligence, SaaS, Selling, Team Building, Sales Operations, Sales Management, Value Propositions, Training, Process Improvement, Entrepreneurship, ERP, Business Strategy, Business Planning, Executive Management, Business Process..., Business Analysis, Enterprise Risk..., Management Consulting, Human Resources, Mergers & Acquisitions, Outsourcing, Salesforce.com, Strategic Partnerships, Project Planning, Vendor Management, Program Management, Competitive Analysis, Transaction Advisory..., Direct Sales, Cloud Computing, Coaching, Cross-functional Team...
Education
Baker University
Master of Science, Management
Hazelwood Central
North County Technical High School
Data Processing
Barclays November 2014 - Present
Deutsche Bank June 2007 - Present
Arrow Electronics October 2006 - May 2007
World Fuel Services April 2005 - October 2006
JPMorgan Chase July 1998 - April 2005
KPMG US August 1997 - July 1998
Arthur Andersen LLP January 1994 - August 1997
Skills
CPA, Microsoft Excel, Microsoft Access, Compensation, Deferred Compensation, Executive Pay, Financial Services, Incentive Programs, Mergers, Talent Management
Education
Pace University - Lubin School of Business
MS, Accounting
Baruch College 1987 — 1991
BBA, Finance
Fortium Partners LP April 2015 - Present
Tatum, a Randstad Company August 2013 - April 2015
Slalom Consulting December 2011 - August 2013
Alvarez & Marsal October 2010 - 2011
Colonnade Technology Consultants December 2009 - October 2010
Grant Thornton June 2008 - December 2009
Hitachi Consulting June 2002 - June 2008
Arthur Andersen LLP October 1987 - June 2002
Andersen Business Consulting 1987 - 2002
EDS 1982 - 1987
Skills
Management Consulting, Business Process..., Acquisition Integration, Professional Services, Business Transformation, Business Strategy, Change Management, IT Strategy, Mergers, Organizational Design, Strategic Planning, Strategy, Program Management, Business Intelligence, Performance Improvement, Due Diligence, Enterprise Software, Process Improvement, Mergers & Acquisitions, Cross-functional Team..., Leadership, Business Analysis, PMO, Governance, Management, Business Process, Consulting, Outsourcing, Telecommunications, ERP
Education
Baylor University 1977 — 1981
BA, International Relations
Mitchell & Titus, LLP; Member Firm of Ernst & Young Global August 2007 - Present
UBS 2004 - 2007
PwC February 2001 - January 2004
Arthur Andersen LLP 1999 - 2001
Skills
Partnership Taxation, Corporate Tax, International Tax, Hedge Funds, State Tax, Real Estate, Private Equity, Talent Acquisition, Tax Accounting, Financial Services, Internal Audit, CPA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Propex Operating Company, LLC March 2013 - Present
Ten Cate March 2001 - March 2013
Four Seasons Environmental, Inc. August 2000 - March 2001
Arthur Andersen LLP October 1995 - August 2000
Skills
Cost Accounting, Budgets, Financial Reporting, Financial Modeling, ERP Software, ERP Implementations, Cost Management, Month End Close, Internal Controls, Due Diligence, Working Capital..., SAP ERP, Tagetik Planning
Education
The University of Tennessee at Chattanooga 2008 — 2009
EMBA, International Business
Berry College 1991 — 1995
BS, Accounting/Finance, Accounting and Finance
Arrowhead Consulting December 2014 - Present
Arrowhead Investment Group November 2011 - Present
Archer Farms LLC August 2008 - Present
Virtusa July 2011 - July 2014
New York Angels January 2013 - April 2014
ALaS Consulting LLC September 2001 - July 2011
Arthur Andersen, LLP January 1999 - September 2001
Skills
Financial Services, Equities, Capital Markets, Risk Management, Management, Business Analysis, Consulting, Strategy, Fixed Income, Trading Systems, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Hitachi Metals America, Ltd. January 2009 - Present
Equinox May 2006 - December 2008
KPMG Advisory March 1997 - September 2005
Arthur Andersen LLP July 1993 - March 1997
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Auditing, Internal Audit, Accounting, SEC filings, Financial Analysis, Enterprise Risk..., Process Improvement, GAAP, Consolidation, Sarbanes-Oxley, Financial Accounting
Education
Baruch College 1989 — 1992
BA, Accounting
Virgil E. Vickery, Attorney-CPA 2003 - Present
R. E. Smith Interests, Inc. June 1978 - May 2000
Arthur Andersen LLP 1974 - 1978
Skills
Bankruptcy, Wills, Trusts, Estate Administration, Business Formation, Estate Planning, Tax, Property Tax, Estate Law, Hearings, Litigation, Trial Practice, Mediation
Education
South Texas College of Law 1978 — 1983
Juris Doctor
Baylor University - Hankamer School of Business 1970 — 1974
BBA/MBA, Accounting
Baylor Scott & White Health December 2004 - Present
Ernst & Young June 2003 - December 2004
Tenet Healthcare September 2001 - May 2003
Arthur Andersen, LLP October 1980 - August 2001
Skills
Healthcare, Managed Care, Healthcare Management, Financial Analysis, Healthcare Information..., Hospitals, HIPAA, Process Improvement
Education
Ball State University
BA, Business Administration / Finance
Deloitte May 2002 - Present
Arthur Andersen LLP September 2001 - May 2002
Skills
Tax Accounting, Corporate Tax, Tax, CPA, Income Tax, International Tax, Tax Advisory, US GAAP, Due Diligence, Mergers & Acquisitions, Tax Preparation, Sarbanes-Oxley, Consolidation, IFRS, Tax Law, General Ledger, Internal Audit
Education
Baldwin-Wallace College 1997 — 2001
BA, Business Admin - Accounting
Courier Corporation (Acquired by RR Donnelley) 2014 - 2015
TomTom Inc. 2010 - 2014
TomTom, Inc. 2006 - 2010
TomTom, Inc. 2004 - 2006
Manufacturers' Services Ltd. (MSL) (Acquired by Celestica Corporation) 2001 - 2004
Manufacturers' Services Ltd. (MSL) 1997 - 2001
Arthur Andersen LLP 1993 - 1997
Skills
Forecasting, Accounting, Budgets, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Finance, Retail, Start-ups, Human Resources, Tax, Strategic Financial..., Insurance, Facilities Management, Investor Relations, Financial Accounting, Operations Management, Financial Forecasting, Strategic Planning, Taxations, Legal Compliance, Insurance Management, Supply Chain Management, Financial Systems Design, System Implementations, Outsourcing to 3PL..., Mergers & Acquisitions, Acquisition Integration, Change Management, Process Improvement, Communication, Team Leadership, Teamwork, Opportunity..., Management by Objectives, Objective Attainment, Financial Planning, Management, Strategy, Leadership, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance, Graduated with High Distinction
Merrimack College
Bachelor of Science in Business Administration, Accounting, Graduated Summa Cum Laude
Rackspace, the #1 managed cloud company October 2014 - Present
Rackspace, the #1 Managed Cloud Company June 2013 - Present
Microsoft July 2012 - June 2013
Microsoft September 2009 - July 2012
Microsoft Corporation January 2007 - November 2009
Microsoft Corporation July 2003 - December 2006
Microsoft July 2000 - June 2003
Microsoft September 1998 - June 2000
Arthur Andersen, LLP July 1997 - September 1998
Baxter Healthcare / Boston Scientific 1992 - 1996
Skills
Partner Management, Solution Selling, Software Sales, Enterprise Software, Go-to-market Strategy, Cloud Computing, Business Applications, Leadership Development, Leadership, Data Center, Business Development, Salesforce.com, CRM, Management, Strategy, Marketing, Account Management, Sales Operations, Business Intelligence
Education
Baylor University 1988 — 1992
BA, English & Business
University of Nebraska-Lincoln 2008 — 2008
Gallup Leadership Development Program
INSEAD (SG) 2011 — 2011
Asian International Executive Program
Boys and Girls Club of Indianapolis 2010 - Present
C.E. Reeve Roofing, LLC 2007 - Present
Hearthview Residential, LLC January 2000 - Present
Indiana Apartment Association 1990 - Present
CRG Residential, LLC January 2006 - September 2013
AMLI Residential Trust - NYSE Traded REIT 1997 - 2004
Trammell Crow Residential 1989 - 1997
Oxford Development Company 1984 - 1989
Arthur Andersen LLP 1980 - 1984
Skills
Real Estate Development, Property Management, Disposition, Real Estate, Leases, Real Estate Economics, Construction, Apartments, Contract Negotiation, Construction Management, Residential Homes, Land Acquisition, Brokerage, Location Intelligence, Real Estate Transactions, Investment Properties, Landlords, Entitlements, Corporate Real Estate, Commercial Real Estate, Acquisitions, Asset Management, Selling, Due Diligence, Joint Ventures, Tenant, Valuation, Property, Real Estate Financing, Appraisals, Lease Administration, Affordable Housing, Renovation, Rentals, Shopping Centers, Tenant Representation
Education
University of Houston, C.T. Bauer College of Business 1979 — 1980
M.S.
Ball State University - College of Business 1975 — 1978
B.S.
BDO USA, LLP August 2014 - Present
BDO USA, LLP July 2007 - Present
International Fund Services N.A., A State Street Company September 2004 - May 2007
BDO Seidman LLP July 2002 - September 2004
Deloitte & Touche LLP May 2002 - June 2002
Arthur Andersen LLP September 2001 - May 2002
Rubin & Co, PC October 1997 - September 2001
Skills
Tax Research, Corporate Tax, International Tax, State Tax, US GAAP, Tax Preparation, Tax, Income Tax, Tax Law, GoSystems, Transfer Pricing, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Returns, SEC filings, International Tax..., Outsourcing, US Tax, FAS109, CPA, FAS 5, FIN 48
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Taxation
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
PricewaterhouseCoopers June 2002 - Present
Arthur Andersen LLP March 2000 - May 2002
Metlife June 1998 - February 2000
Skills
Actuarial Science, Government Filings, Defined Benefit, Pensions, Economic Capital, Financial Analysis, Retirement, ERISA, Valuation, Employee Benefits, Benefits Administration, Financial Accounting, Health Insurance, Pension Funds, IFRS
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
B.A, Actuarial Science
EY May 2002 - June 2009
Arthur Andersen LLP May 1996 - May 2002
Skills
Tax, Private Equity, Hedge Funds, Venture Capital, Financial Services, Fund Of Funds, IRS Controversy, Partnership Taxation, International Tax, FIN 48
Education
Bellarmine University
B.A., Economics & Accounting
Fusionworks, Inc. August 2002 - Present
Oracle March 2001 - August 2002
Oracle July 1999 - March 2001
Oracle July 1998 - July 1999
Oracle June 1996 - July 1998
Arthur Andersen LLP September 1993 - June 1996
Skills
Oracle E-Business Suite, Management Consulting, ERP, Business Intelligence, Business Process..., Microsoft Dynamics, Prophix, Financial Reporting, Software Development, Data Warehousing, Oracle, IT Strategy, Business Analysis, Integration, Solution Selling, Oracle Applications, CRM, Accounting, Project Management, Process Improvement
Education
Bentley University 1989 — 1993
Bachelor's Degree, Accounting & Finance
Colegio San José 1983 — 1989
Yum! Brands July 2015 - Present
Yum! Brands December 2012 - July 2015
Yum! Brands September 2011 - December 2012
Yum! Brands February 2006 - September 2011
AEGON April 2002 - February 2006
Arthur Andersen LLP September 1999 - April 2002
Skills
Internal Controls, PeopleSoft, Financial Analysis, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley, Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Accounting, Cash Flow, Variance Analysis, Financial Statements, Hyperion, SEC Filings, Finance
Education
Bellarmine University 1995 — 1999
Bachelor of Arts (B.A.), Accounting
FWT LLC 2013 - 2015
Borden Dairy Company 2012 - 2013
Independent Consultant 2010 - 2013
NEC Corporation of America 2005 - 2009
Northrop Grumman 2002 - 2005
Arthur Andersen, LLP 1999 - 2000
Raytheon 1998 - 1999
PricewaterhouseCoopers 1995 - 1997
Skills
Internal Audit, SOX, Forensic Accounting, Enterprise Risk..., Fraud, Compliance, Investigation, Internal Controls, COSO, Certified Fraud Examiner, Risk Assessment, IFRS, Audit, Auditing, GAAP, Risk Analysis, CAE, Sarbanes-Oxley Act, Assurance, Budgets, Financial Analysis, Corporate Governance, Accounting, IT Audit, Business Process..., Risk Management, Financial Reporting, Change Management, Consolidation, US GAAP, SEC filings, Cost Accounting, Financial Audits, Mergers & Acquisitions, Financial Accounting, Variance Analysis, SEC Filings
Education
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Accounting; Economics
Wheels Financial Group, dba 800LoanMart February 2015 - Present
VPI - Voice Print International May 2011 - January 2015
Guidance Software August 2009 - May 2011
21st Century Insurance August 2002 - June 2009
Deloitte & Touche Tax Technologies October 1998 - July 2002
Arthur Andersen LLP July 1997 - September 1998
Mastech January 1997 - June 1997
Tata Consultancy Services April 1994 - December 1996
Skills
Web Development, .NET, ASP.NET, C#, ASP.NET MVC, LINQ, XML, jQuery, HTML, SDLC, Information Technology
Education
Bengal Engineering and Science University, Shibpur
BS, Computer Science
Jadavpur University
MS, Computer Science
Professional Bookkeeping & Business Services April 2008 - Present
KidsPeace National Centers October 2010 - September 2011
Olympus October 2004 - January 2008
Stryker Orthopaedics February 2004 - April 2004
KPMG LLP April 2002 - February 2004
Yamanouchi Pharma America 2004 - 2004
Arthur Andersen LLP May 1999 - April 2002
McGraw-Hill September 1997 - 1999
Bank of Tokyo-Mitsubishi 1994 - 1997
Skills
Accounting, Microsoft Excel, Microsoft Office, Project Management, Management, Training, Customer Service, Marketing, Budgets, Sales, Time Management, Human Resources, Administrative..., Accounts Receivable, Accounts Payable
Education
Universal Accounting Center 2007 — 2008
Certified, Professional Bookkeeping & Quickbook Pro Specialist
Pace University 1989 — 1992
B.S., Office Information Systems
Berkeley College 1987 — 1989
A.A.S., Professional Secretarial Program
Mother Cabrini High School 1983 — 1987
Academic Diploma
Incarnation School 1975 — 1983
Academic Diploma
United Way of Metropolitan Dallas September 2011 - Present
United Way of Metropolitan Dallas 2004 - August 2011
United Way of Metropolitan Dallas 2001 - 2004
Arthur Andersen LLP 1991 - 2001
Skills
Fundraising, Non-profits, Community Outreach, Strategic Planning, Philanthropy, Leadership, Program Development, Public Speaking, Non-profit..., Budgets, Strategy, Marketing, Public Relations, Business Strategy, Community Engagement, Corporate Finance, Operational Risk..., Strategic Financial..., Charismatic Leadership, Charities, CPA, Organizational..., Community Building, Nonprofits, Analysis, Board Development, Strategic Communications, Crisis Communications, Media Relations
Education
Baylor University 1988 — 1992
BBA, Accounting/Information Systems
Nicor Gas June 2011 - Present
Nicor Gas September 2010 - September 2011
Nicor Gas June 2006 - September 2010
International Truck and Engine September 2003 - June 2006
Tellabs June 2001 - September 2003
Tellabs November 1998 - June 2001
Waste Management 1998 - 1998
Duchossois Industries, Inc. 1996 - 1998
Arthur Andersen LLP 1994 - 1996
Skills
SEC filings, Financial Reporting, Accounting, Consolidation, Financial Statements, Fixed Assets, Corporate Finance, Income Tax, Sarbanes-Oxley Act, General Ledger, GAAP, US GAAP, Analysis, Internal Controls, SEC Filings
Education
Benedictine University 1990 — 1994
Bachelors, Accounting
Benet Academy 1986 — 1990
Mountjoy Chilton Medley LLP 2002 - Present
Arthur Andersen LLP 1983 - 2002
Skills
IFRS, SEC reporting, Internal Controls, Accounting, Consolidation, Mergers, Auditing, US GAAP, Energy, Technical Accounting
Education
Bellarmine University 1979 — 1983
BA, Accounting
Bethlehem H.S.
EMC May 2013 - Present
EMC May 2010 - May 2013
Oracle Corp 1996 - 2004
Arthur Andersen LLP September 1992 - November 1996
Education
Babson College 1988 — 1992
BS, Accounting and Communications
Thornhill Financial, Inc. 1997 - Present
Arthur Andersen, LLP 1986 - 1997
Skills
Tax, Accounting, CPA, Auditing, Corporate Tax, Small Business, Financial Accounting, GAAP, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Income Tax, SEC filings, Tax Preparation
Education
Baldwin Wallace University 1982 — 1986
BBA, Business/Accounting
BNP PARIBAS January 2006 - Present
UBS Investment Bank February 2004 - August 2006
ARTHUR ANDERSEN, LLP January 2000 - January 2001
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Valuation, Equities, Financial Modeling, Credit Analysis, Swaps, Credit Derivatives, Structured Finance, Credit Risk, Middle Office, Structured Products
Education
Cornell University 2014 — 2016
BARUCH COLLEGE, Zicklin School of Business 1997 — 2003
MS, Quantitative Methods and Modeling
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Finance
King's College Lagos 1990 — 1994
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP May 1984 - May 2002
Education
Baylor University - Hankamer School of Business 1978 — 1981
BBA, Economics/Finance
Clear Lake High School 1974 — 1978
Calvetti Ferguson June 2014 - Present
PfP Technology July 2013 - June 2014
Briggs & Veselka Co. January 2012 - July 2013
PKF of Texas September 2004 - January 2012
Hartmann's Inc August 2003 - July 2004
Abilene Independent School District November 2002 - July 2003
Davis, Kinard & Company August 2001 - November 2002
Physician Management Services, Inc January 2000 - July 2001
Arthur Andersen LLP December 1998 - January 2000
Skills
Audits of Private..., Audits of Employee..., Private Companies, External Audit, Auditing, GAAP, Corporate Tax, SEC filings, Financial Audits, Accounting, US GAAP, Income Tax, CPA, Tax, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley, Analysis, Microsoft Excel, Leadership
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Accounting
Deloitte tax LLP May 2002 - Present
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP September 1998 - May 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Corporate Tax, Tax, Tax Research, International Tax, Tax Accounting, Customer Service, Microsoft Word, Financial Services, CPA, Income Tax, Auditing
Education
City University of New York-Baruch College 1992 — 1994
Master's Degree, Taxation
City University of New York-Queens College 1983 — 1987
Bachelor of Arts (BA), Economics/Accounting
Virginia Community College System July 2014 - Present
WhitzMix December 1997 - Present
University of Texas at El Paso December 2011 - July 2014
Express Scripts June 2007 - March 2011
American Power Conversion November 2005 - April 2007
Applied Materials September 2000 - November 2005
Independent Consultant December 1999 - August 2000
Maxwell Locke & Ritter LLP December 1994 - December 1999
Arthur Andersen, LLP September 1990 - December 1994
Four Seasons Hotels and Resorts June 1982 - August 1990
Skills
Change Management, Auditing, Lean Manufacturing, Consulting, Inventory Management, Cross-functional Team..., Process Improvement, Business Process..., Strategic Planning, Financial Analysis, Forecasting, Competitive Analysis, Analysis, Leadership, Risk Management, Project Planning, Project Management, Strategy, Supply Chain, Governance, Business Process, Finance, Internal Audit, Operations Management, Data Analysis, Mergers & Acquisitions, Management, Program Management, Business Analysis, Business Planning, Negotiation, Budgets, Management Consulting, Start-ups
Education
Baylor University 2002 — 2004
MBA, Business Administration, Management and Operations
The University of Texas at Austin
BBA, Accounting
Bastrop High
St. Mary's
The University of Texas at El Paso
Doctor of Education (Ed.D.), Higher Education Administration and Policy
PwC May 2012 - July 2015
Microsoft 2002 - 2012
Arthur Andersen LLP August 2001 - December 2002
Dell, Inc. 1999 - 2001
Arthur Andersen LLP 1998 - 1999
realTech 1996 - 1998
Affiliated Computer Services, Inc. (ACS) 1995 - 1996
Advanced Technology Systems (ATS) 1994 - 1996
International Micro Systems, Inc. (IMS Computers) 1992 - 1995
Skills
Enterprise Software, Business Development, Solution Selling, Strategy, Program Management, Cloud Computing, SaaS, Business Intelligence, Business Alliances, Enterprise Architecture, Product Marketing, Product Management, IT Strategy, SharePoint, Business Analysis, Management, Go-to-market Strategy, Partner Management, Strategic Partnerships, Professional Services, Strategic Alliances, ERP, SAP, Cross-functional Team..., Software Project..., Alliance Marketing, Global Alliances, Global Alliance..., Alliance Formation
Education
Baylor University 1993 — 1996
Business Administration and Management, General
St. Edward's University 2003 — 2004
Organizational Communication, General
Plano Senior High School
BF Companies November 2013 - Present
Family & Children's Place June 2011 - Present
Home of the Innocents June 2010 - Present
Crowe Horwath LLP October 2003 - November 2013
Deloitte November 2002 - October 2003
Chilton & Medley May 2002 - November 2002
Arthur Andersen LLP May 1997 - May 2002
Providian Corporation June 1995 - December 1996
Skills
Auditing, SAS70, Accounting System, Accounting, CPA, Financial Statements, Financial Reporting, GAAP, Internal Controls, SEC filings, Private Equity, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Finance, Financial Modeling, External Audit, Assurance, Sarbanes-Oxley, Forensic Accounting, Consolidation, Tax Accounting, Income Tax, Internal Audit, General Ledger, Cash Flow, Variance Analysis
Education
Bellarmine University 1993 — 1997
BA, Accounting
St. Xavier High School 1989 — 1993
St. Bernard 1981 — 1989
Tiffiny Decorating Company April 2005 - Present
GE Capital/GEFA February 1997 - April 2001
Toys R Us April 1991 - February 1997
Arthur Andersen LLP July 1982 - June 1988
Skills
Strategic Planning, Problem Solving, Construction Management, Budgeting, Treasury Management, Tax Compliance, Budgets
Education
Bentley College 1978 — 1982
Bachelor of Science (B.S.), Accounting and Finance
ExtraTeam, an SPS Company March 2015 - Present
ExtraTeam August 2014 - March 2015
ExtraTeam March 2012 - March 2015
Deloitte & Touche, LLP April 2000 - August 2002
Arthur Andersen, LLP July 1996 - April 2000
Arthur Andersen LLP February 1992 - July 1996
Skills
Data Center, Business Process, Disaster Recovery, SaaS, Management Consulting, Cloud Computing, Virtualization, SharePoint, Project Management, Professional Services, Microsoft Exchange, VoIP, Unified Communications, Security, IIS, Managed Services, Troubleshooting, Software Development, Microsoft Technologies, Integration, Solution Selling, Windows Server, Cisco Technologies, Active Directory, Team Building, Lync, Office 365
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Information Technology
CSU Chico 1985 — 1989
Bachelor's degree, Accounting
Becker Wright Consultants, LLC August 2012 - Present
Dr Pepper / 7UP 1993 - 2004
Arthur Andersen LLP 1992 - 1993
Skills
Human Resources, Talent Acquisition, Event Management, Recruiting, PeopleSoft, Employee Relations, Executive Search, Sourcing, Permanent Placement, Benefits Administration, Business Development, Leadership, Performance Management, Management, Hiring, Networking, Team Building, Sales, Inventory Management
Education
Baylor University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Electric Insurance Company (GE Affiliate) July 2006 - Present
Partners HealthCare 2003 - 2006
Wolf & Company, P.C. 2000 - 2003
Arthur Andersen, LLP 1998 - 2000
Skills
Auditing
Education
Bentley University 1994 — 1998
Bachelor's degree, Accounting
Baker Newman Noyes September 2002 - Present
Arthur Andersen LLP July 1982 - June 2002
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Tax, Mergers
Education
Bentley University 1978 — 1982
BS, Accountancy
Verizon Enterprise Solutions November 2014 - Present
Verizon Enterprise Solutions May 2014 - November 2014
Systemware Inc. July 2006 - May 2014
KMMB Consulting March 2003 - September 2006
Delinea April 2000 - March 2003
Comercis July 1999 - April 2000
Arthur Andersen LLP August 1997 - July 1999
Skills
Product Marketing, Start-ups, Go-to-market Strategy, Marketing Communications, Marketing Strategy, Marketing, Email Marketing, Cloud Computing, Enterprise Software, Business Development, B2B Marketing, Fortune 500, Strategic Partnerships, Demand Generation, Social Media, Lead Generation, Marketing Management, Product Management, Multi-channel Marketing, Digital Strategy, Positioning, Market Planning, Social Media Marketing, Corporate Branding, Competitive Analysis, Marketing Automation, Business Strategy, Market Opportunity..., Business Case..., Business Plan..., Integrated..., Digital Marketing, Business Model..., Web Marketing Strategy, Inbound Marketing, Market Research &..., Development of Sales..., Sales & Marketing..., Cloud Applications, Technology Services, Solution Selling, Business Case, Corporate Communications, Salesforce.com, B2B, Market Analysis, Leadership, Analyst Relations, Integrated Marketing, strategy
Education
Baylor University
Bachelor of Arts, Communication Studies
Texas Christian University - M.J. Neeley School of Business
MBA, Marketing
Texas State Technical College November 2013 - Present
Texas State Technical College July 2011 - November 2013
Texas State Technical College September 2007 - July 2011
Texas State Technical College September 2006 - September 2007
Texas State Technical College September 2002 - August 2006
La Quinta January 2000 - September 2002
Arthur Andersen LLP January 1997 - December 2000
Skills
Financial Reporting, Accounting, Organizational..., Project Planning, Higher Education, Program Management, Leadership, Internal Controls, Risk Management, Auditing, Microsoft Office, Staff Development, Management, Policy, Analysis, Public Speaking, Teaching, Leadership Development, Training, Strategy, Strategic Planning
Education
Baylor University 1993 — 1996
BBA, Accounting, Finance
The University of Texas at Arlington 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
PwC July 2013 - Present
PricewaterhouseCoopers LLP July 2002 - Present
Arthur Andersen LLP September 1997 - June 2002
Andersen LLP 1996 - 2002
Education
Babson College 1993 — 1997
BS, Accounting
Walpole 1989 — 1993
High school
Ernst & Young May 2002 - Present
Arthur Andersen LLP December 1996 - May 2002
Baruch College August 1993 - December 1996
Skills
SEC filings, US GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, Tax, External Audit, Sarbanes-Oxley Act, Big 4, IFRS, Assurance, CPA, SEC Filings, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
KPMG June 2002 - Present
Arthur Andersen LLP April 2001 - May 2002
IDEXX Laboratories 1997 - 2001
Coopers & Lybrand September 1989 - March 1997
Skills
Financial Reporting, Accounting, Corporate Tax, Auditing, Financial Analysis, Internal Controls, Tax, Sarbanes-Oxley Act, SEC Filings, GAAP
Education
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
UHC November 2013 - Present
UHC November 2001 - Present
Arthur Andersen, LLP 1998 - 2001
CNA Insurance 1997 - 1998
Zacks Investment Research 1995 - 1997
Skills
Leadership, Strategic Planning, Software Product..., User Experience, Axure, Healthcare Analytics, Business Intelligence, Data Visualization, Tableau, QlikView, IT Operations, CRM, Salesforce.com, Siebel, Microsoft CRM, ERP, PeopleSoft, Team Building, Vendor Management
Education
DePaul University 1994 — 1997
BA, Finance
Benedictine University 2002 — 2006
MBA, MIS
Oakton Community College 1991 — 1994
AA, Liberal Arts
ResCare October 2012 - May 2015
ResCare 2009 - October 2012
Blackhawk Development 2008 - 2009
Great Escape Theatres 2007 - 2008
ResCare 2002 - 2007
PJ United 1996 - 2002
Arthur Andersen LLP 1985 - 1996
Skills
Leadership, Strategic Planning
Education
Bellarmine University
Master of Business Administration (M.B.A.)
University of Kentucky
Bachelor of Science in Accounting
Dixon Hughes Goodman LLP September 2012 - Present
Stroker, Jones & Associates October 2011 - September 2012
SHERPA, LLC April 2005 - July 2008
Wells Fargo July 2003 - April 2005
PG&E NATIONAL ENERGY GROUP September 2000 - April 2003
ARTHUR ANDERSEN, LLP July 1997 - September 2000
Skills
Auditing, SEC reporting, Tax, Staffing Industry, SEC filings, Accounting, Recruiting, Contract Recruitment, Monthly Close, General Ledger, 10K, 10Q, Utility Industry, Big 4, Internal Audit, Compensation & Benefit, Sourcing, Career Development, Permanent Placement
Education
Bentley University
B.S., Accounting
Hocoma, Inc February 2008 - May 2013
Sentient Jet 2004 - 2008
Mass Business Development Corp July 2003 - November 2004
Marathon Investment Partners September 1999 - July 2003
Arthur Andersen, LLP September 1994 - September 1999
Skills
Financial Reporting, Accounting, Financial Analysis, Mergers, Financial Modeling, Investments, Start-ups, Medical Devices, Business Development, Leadership, Management, Strategic Planning, Business Strategy, Finance, Strategy, Mergers & Acquisitions, Analysis, Forecasting, New Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
MBA, Finance and Entrepreneurship, Cum Laude
Babson College 1989 — 1994
Bachelor of Science (BS), Accounting (Major), Economics (Minor)
CBIZ Tofias & Mayer Hoffman McCann P.C. January 2015 - Present
Telerik, Inc August 2013 - January 2015
Nuance Communications February 2010 - August 2013
Deloitte & Touche Tax Technologies February 2006 - February 2010
Electronics for Imaging, Inc May 2000 - February 2006
Arthur Andersen, LLP March 1998 - May 2000
Millipore Corporation June 1995 - February 1998
Deloitte & Touche, LLP September 1988 - June 1995
Cullinet Software, Inc July 1986 - September 1988
Skills
Tax Accounting, SEC filings, International Tax, Tax, Sarbanes-Oxley Act, Corporate Tax, Transfer Pricing
Education
Bentley University 1990 — 1995
Masters of Tax, Taxation
Boston College 1982 — 1986
Bachelor of Science (BS), Business/Finance
The Coca-Cola Company October 2014 - Present
The Coca-Cola Company January 2013 - September 2014
The Coca-Cola Company May 2009 - December 2012
The Coca-Cola Company September 2006 - April 2009
The Coca-Cola Company September 2001 - August 2006
The Coca-Cola Company 1999 - 2001
The Coca-Cola Company 1998 - 1999
The Coca-Cola Company 1996 - 1998
Arthur Andersen LLP 1992 - 1996
Skills
Business Strategy, Mergers, Forecasting, Strategy, Investor Relations, Strategic Planning, Managerial Finance, Financial Analysis, P&L Management, Budgets, Finance, Management, Analysis, Executive Management, Business Planning, Auditing, Mergers & Acquisitions, Business Development, Risk Management, Financial Modeling, FMCG, Project Planning, Marketing, Pricing, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Financial Reporting, Corporate Finance, Marketing Strategy, Investments, Financial Planning
Education
Baylor University - Hankamer School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Evolution1, Inc. April 2003 - Present
Women's Health USA, Inc April 2003 - July 2011
Open Solutions 2000 - 2003
Keane 1998 - 2000
Arthur Andersen, LLP 1994 - 1998
Skills
Strategic Planning, Management, Leadership, Analysis, Project Management, Finance, Process Improvement, Business Analysis, Business Strategy, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Planning, CFOs, Insurance, Financial Modeling, Mergers & Acquisitions, Healthcare, Business Development, Executive Management, Budgets, Start-ups, Strategy, SaaS, Strategic Partnerships, Cross-functional Team..., CRM, Due Diligence, Corporate Finance, Accounting, Business Process...
Education
Babson College 1991 — 1995
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Deloitte LLP June 2014 - Present
Deloitte October 1998 - Present
Arthur Andersen LLP December 1987 - October 1998
Northeastern University January 1994 - May 1998
Skills
Due Diligence, Corporate Tax, SEC filings, Mergers & Acquisitions, Tax, International Tax, Sarbanes-Oxley Act, Tax Research, Tax Accounting, Private Equity, US GAAP, Revenue Recognition, Business Valuation, Income Tax, CPA, Internal Controls, Big 4, Transfer Pricing, GAAP, Restructuring, Tax Advisory, Tax Law, Financial Reporting, Auditing, Forensic Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Business
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MST, Tax
Bentley University 1984 — 1987
BA, Accounting
Trafigura June 2013 - Present
Citi July 2006 - May 2013
JPMorgan Chase & Co. May 2000 - June 2006
Williams Energy January 2000 - May 2000
BP October 1997 - August 1999
Koch Industries April 1996 - March 1997
Arthur Andersen, LLP August 1993 - March 1996
Skills
Trading, Options, Financial Modeling, Commodity, Hedging, Derivatives, Program Development, Program Management, College Recruiting, Full-life Cycle..., Diversity, Emerging Markets, Market Making, Energy, FX Options, Financial Markets, Commodity Markets, Portfolio Management, Financial Risk, Proprietary Trading, Electronic Trading, Hedge Funds, Trading Systems, Trading Strategies, Swaps, Capital Markets, Equities, Bloomberg, Fixed Income, University Recruitment, Technical Analysis, Financial Structuring, Foreign Exchange, VAR, Traders, Energy Markets, Fundamental Analysis, Market Risk, Currency, Options Strategies, Derivatives Trading, Investment Portfolio, Risk Management, Finance
Education
Rice University - Jesse H. Jones Graduate School of Business 1999 — 2001
MBA, Finance - Capital Markets
Baylor University - Hankamer School of Business 1988 — 1993
BBA, Accounting; Information Systems
Baylor University August 2011 - Present
Baylor University August 2006 - June 2011
Texas Tech University 2001 - 2006
East Texas Baptist University 1998 - 2001
Lincoln Property Company 1996 - 1997
Arthur Andersen, LLP January 1995 - April 1995
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Ph.D., Accounting
Baylor University - Hankamer School of Business 1991 — 1996
BBA/MBA, Accounting
Waldron H. Rand & Company, P.C. January 2007 - Present
Waldron H. Rand & Company, P.C. January 2000 - December 2006
Arthur Andersen LLP January 1998 - January 2000
Skills
International Tax, Tax, CPA, QuickBooks, Partnership Taxation, Corporate Tax
Education
Bruce F. Braden School of Taxation 2011 — 2013
Advanced Graduate Certificate, International Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MST, Taxation
Tufts University 1994 — 1998
BA, Child Development
Buckingham, Browne & Nichols 1990 — 1994
Ernst & Young February 2012 - Present
Grant Thornton LLP August 2006 - February 2012
Deloitte Tax LLP August 2002 - August 2006
KPMG April 2002 - August 2002
Arthur Andersen LLP September 1995 - April 2002
Texas Comptroller of Public Accounts August 1994 - September 1995
Skills
Auditing, CPA, Corporate Tax, Finance Transformation, SEC filings, Tax
Education
Baylor University 1990 — 1994
BBA, Accounting
HeartWare Inc July 2012 - Present
Caliper Life Sciences November 2000 - December 2011
Iconomy.com, Inc. January 2000 - November 2000
Independent Consultant January 1999 - December 1999
Elcom Systems 1997 - 1998
Geerlings & Wade, Inc. 1995 - 1996
Arthur Andersen LLP 1986 - 1995
Skills
Mergers, Venture Capital, Due Diligence, SEC filings, Accounting, Financial Analysis, Financial Modeling, Revenue Recognition, Restructuring, Forecasting, Biotechnology, Strategic Planning, Start-ups, Budgets, Executive Management, Mergers & Acquisitions
Education
Bentley University 1982 — 1986
BS, Accounting
Crane & Bell, PLLC June 2000 - Present
Weeks Medical Center 2011 - 2014
Weeks Medical Center 2011 - 2014
The Stinehour Press June 1991 - June 2000
Label Art, Inc. December 1987 - June 1991
Arthur Andersen, LLP June 1980 - December 1987
Skills
Tax, Strategic Financial..., Accounting, Internal Controls, Bookkeeping
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MS, Financial Planning
Bentley University 1976 — 1980
BS, Accounting
Bracewell & Giuliani LLP August 2000 - Present
Arter & Hadden LLP August 1999 - August 2000
Vial, Hamilton, Koch & Knox LLP March 1992 - August 1999
Vial, Hamilton, Koch & Knox LLP March 1990 - March 1992
Shank, Irwin, Conant, Lipshy & Casterline LLP August 1986 - March 1990
Arthur Andersen LLP June 1981 - August 1983
Skills
Corporate Governance, Corporate Law, Intellectual Property, Mergers, Licensing, Licensing Negotiations, Divestitures, Venture Capital, Capital Markets, Healthcare, Outsourcing, Litigation, Commercial Litigation, Securities Regulation, Bankruptcy, Employment Law, Patent Litigation, Arbitration, Mergers & Acquisitions, Acquisitions, Dispute Resolution
Education
Baylor University School of Law 1983 — 1986
JD, Law
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accounting, with High Honors
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor of Science, Accountancy
BDO USA, LLP January 2015 - Present
SS&G Financial Services, Inc. October 2007 - December 2014
Hobe & Lucas, CPAs 1990 - 2007
Arthur Andersen, LLP 1980 - 1990
Skills
Private Equity, Business Valuation, Financial Services, Mergers & Acquisitions, US GAAP, Mergers, Due Diligence, Income Tax, Financial Reporting, High Net Worth..., Venture Capital, Financial Analysis, Tax, Strategic Financial..., Financial Structuring, Succession Planning, Auditing, Financial Modeling, Tax Preparation, Business Planning, Corporate Law, Sarbanes-Oxley Act, Financial Planners, Banking, Financial Accounting, Equities, CPA, Corporate Tax, Investment Banking, Nonprofits, Forecasting, Accounting, Restructuring, GAAP, Corporate Finance, Internal Controls, Finance, Financial Planning
Education
Baldwin Wallace University 1976 — 1980
Bachelor of Arts, Economic Business & Administration
BDO USA, LLP July 2015 - Present
Tufts University August 2009 - Present
Scalar Analytics June 2012 - June 2015
Clark University August 2011 - May 2014
Sentinel Benefits & Financial Group August 2007 - August 2011
Bentley University August 2010 - May 2011
Institute for Healthcare Improvement May 2006 - June 2007
Haley & Aldrich April 1999 - May 2006
Arthur Andersen, LLP September 1996 - April 1999
Skills
Mergers, Accounting, Valuation, Finance, Business Valuation, Budgets, Strategic Planning, Financial Analysis, Lecturing, Compilation Of..., Consolidated Financial..., Sarbanes-Oxley Act, Mergers & Acquisitions, Analytics, Management, Entrepreneurship, Corporate Finance, Financial Modeling, Due Diligence, Venture Capital, Start-ups, Management Consulting, Managerial Finance, Strategy, Strategic Financial..., Private Equity, Executive Management
Education
Bentley University 1994 — 1996
MSA, Accounting
Furman University 1989 — 1991
BA, Business
University of Massachusetts, Amherst
IBM January 2013 - May 2013
Commercial Metals Company July 2008 - August 2012
Commercial Metals Company January 2007 - June 2008
Commercial Metals Company December 2004 - December 2006
Deloitte & Touche LLP January 2004 - December 2004
Deloitte Tax LLP January 2002 - December 2003
Altria June 2001 - December 2001
Arthur Andersen, LLP January 2001 - May 2001
Skills
SAP, GAAP, SOX, Compliance, US GAAP, Internal Controls, Financial Accounting, Financial Reporting, Audit, Internal Audit, Financial Analysis, Auditing, ERP, Accounting, Consolidated Financial..., Consolidation, Consolidated Reporting, Derivatives, Hedge Accounting, Foreign Currency..., Monthly Closing, Sarbanes-Oxley, Year-end Close, Month End Close, Hedging, FX Hedging, Interest Rate Hedging, Commodity, Process Improvement, Business Intelligence, Business Process..., Process Control, ECC6.0, Foreign Exchange, Foreign Currency, Chart of Accounts, Organizational Structure, FAS 133, Shared Services, SAP ERP, SAP BW, SAP BI, Sarbanes-Oxley Act, Finance Transformation, SAP R/3, SAP Implementation, Cost Accounting, Financial Statements, Managerial Finance, General Ledger
Education
City University of New York-Baruch College 1998 — 2001
BBA, Accounting and Computer Science
Warsaw School of Economics 1994 — 2000
Masters, International Business
Deloitte Tax LLP- Private Wealth Group, August 2010 - Present
Forbes Family Holdings Inc., March 2009 - December 2009
Goelet, LLC (Family Office/Private Wealth Management) January 2002 - July 2008
Arthur Andersen LLP, September 2000 - December 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Management, Due Diligence, Microsoft Excel, Private Equity, Family Office, High Net Worth..., Private Wealth, Strategic Planning, Strategy
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Accounting
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Accounting
MetLife March 2012 - Present
MetLife May 2006 - March 2012
Self-Employed June 2002 - April 2006
Arthur Andersen LLP October 1999 - May 2002
BP Amoco August 1982 - April 1999
American Management Association 1999 - 1999
Amoco Corporation 1997 - 1998
Skills
Change Management, Leadership Development, Organizational..., Instructional Design, Performance Consulting, Training, Needs Analysis, Blended Learning, Project Management, Adult Education, E-Learning, Consulting, Instructor-led Training, Management, Vendor Management, Organizational Learning, Learning Management
Education
Benedictine University
Bowling Green State University
BA
The University of Texas at Austin
MLS
The University of Texas at Austin - The Red McCombs School of Business
MBA
Blackhawk Specialty Tools, LLC June 2011 - Present
McCurdy LLC August 2010 - June 2011
Geokinetics Inc. September 2006 - August 2010
Grant Geophysical, Inc. October 2003 - September 2006
Grant Geophysical, Inc. July 2001 - October 2003
Arthur Andersen, LLP December 1997 - July 2001
Education
Baylor University 1998 — 1999
MACC, Accounting
Baylor University 1994 — 1998
BBA, Accounting
CareFirst BCBS September 2006 - August 2007
netNumina December 2000 - March 2004
iXL November 1996 - December 2000
Tessera November 1996 - December 2000
Arthur Andersen, LLP September 1993 - November 1996
Skills
Enterprise Architecture, SDLC, Data Warehousing, Business Analysis, SOA, Business Intelligence, Requirements Analysis, Requirements Gathering, Integration, Software Project..., Program Management, Vendor Management, IT Strategy, Solution Architecture, Agile Methodologies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, MIS
Bentley University 1989 — 1992
BS, MIS
University of Colorado Boulder 1987 — 1989
McGladrey June 2012 - Present
Franklin United Methodist Church December 2010 - Present
Town of Franklin, Massachusetts December 2010 - June 2012
HOP Energy, LLC April 2003 - June 2012
Heating Oil Partners April 2003 - June 2012
BearingPoint July 2002 - April 2003
Arthur Andersen, LLP July 1994 - July 2002
Arthur Andersen Business Consulting 1994 - 2002
Skills
Google Apps, SQL, Postini, Hedging, Cost Accounting, Sarbanes-Oxley Act, ERP, Financial Analysis, Business Process..., Accounting, Process Improvement, IT Strategy, Auditing, Financial Reporting, Business Process..., Business Process, Internal Controls, Revenue Recognition, Enterprise Software, Strategic Financial..., Analysis, Strategic Planning, Managerial Finance, Operations Management, Budgets, Enterprise Risk..., Management Consulting, Sarbanes-Oxley, Acquisition Integration, Business Analysis, Forecasting, Internal Audit, SEC filings, Mergers & Acquisitions, Financial Modeling, Strategy, Shared Services, Due Diligence, Risk Management, Executive Management, Change Management, US GAAP, JD Edwards, CPA, Consulting, Business Intelligence, Finance, Governance, Consolidation, Business Process Design
Education
Bentley University 1991 — 1995
BS, Accounting
Bentley University 1991 — 1995
Bachelor's degree, Accounting
Cliffs Natural Resources April 2013 - Present
Cliffs Natural Resources April 2010 - April 2013
Protiviti Inc. January 2004 - April 2010
OfficeMax, Inc. April 2002 - December 2003
Arthur Andersen LLP 1993 - 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Enterprise Risk..., Business Process..., Financial Analysis, Risk Management, Risk Assessment, Sarbanes-Oxley
Education
Baldwin-Wallace College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration (Accounting Emphasis)
Sensitech Inc., A Subsidiary of Carrier and United Technologies May 2010 - Present
Sensitech Inc., A Subsidiary of Carrier and United Technologies August 2007 - August 2010
Sensitech Inc., A Subsidiary of Carrier and United Technologies July 1997 - July 2007
Arthur Andersen LLP 1991 - 1997
Skills
Mergers, Start-ups, Strategic Planning, Contract Negotiation, Negotiation, Team Building, Process Improvement, Business Strategy, Strategy Development, Accounting, Mergers & Acquisitions, Strategy, Business Planning, Manufacturing, Sales Management, Supply Chain Management, Management, Cross-functional Team..., Finance
Education
Babson College 1987 — 1991
Bachelor of Science
Grant Thornton LLP 2006 - Present
Arthur Andersen LLP 1997 - 2002
Education
Bentley University 1991 — 1994
Bachelor's degree, Accounting
Bentley University 1990 — 1994
bs, accounting
imavex July 2015 - Present
Riverview Health August 2010 - July 2015
Allied Solutions LLC February 2001 - August 2010
Whittman-Hart / marchFIRST September 1997 - February 2001
Arthur Andersen LLP 1993 - 1996
Hughes Aircraft Company January 1991 - February 1992
Skills
Process Improvement, Project Management, SDLC, Business Intelligence, Analysis, HTML, Team Leadership, Strategic Planning, SQL, Software Project..., Software Development, Budgets, Business Analysis, Business Process..., Change Management, Consulting, Enterprise Software, Healthcare Information..., IT Strategy, ITIL, Integration, Leadership, Management, Requirements Analysis, SharePoint, Software Documentation, Testing, Information Management, Disaster Recovery, Enterprise Architecture, Technical Leadership, Information Technology
Education
Ball State University - College of Business 1986 — 1990
B.S., Management Information Systems
SBA Communications Corporation 2006 - Present
SBA Communications 2006 - 2008
Ernst & Young May 2002 - December 2003
Arthur Andersen, LLP 2001 - 2002
KPMG LLP 1994 - 1999
Education
Babson College 1999 — 2004
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Biogen Idec May 2012 - Present
Biogen Idec Inc. August 2010 - May 2012
Deloitte & Touche LLP January 2006 - August 2010
Oasis Semiconductor, Inc. (Sigmatel/Conexant) January 2004 - December 2005
Immerge BioTherapeutics, Inc. October 2002 - January 2004
BioTransplant, Inc. December 1991 - October 2002
SoftBridge, Inc. January 1989 - December 1991
Arthur Andersen, LLP September 1984 - December 1988
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Sarbanes-Oxley, Due Diligence, Internal Controls, Mergers, Auditing, GAAP, Accounting, Corporate Finance, Venture Capital, Financial Reporting, Financial Modeling, Valuation, Consolidation, US GAAP, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Northeastern University
BSBA, Accounting
Winthrop Management April 2013 - Present
First Winthrop Corp 2004 - June 2012
Winthrop Realty Trust 2004 - June 2012
Arthur Andersen LLP 1981 - 1988
Skills
Due Diligence, Financial Modeling, Asset Managment, SEC Financial Reporting, Real Estate, US GAAP, Financial Analysis, Financial Reporting, Asset Management, Accounting, Internal Controls, Auditing, Forecasting, SEC filings, Budgets, Valuation, Investments, Real Estate Economics, Mergers & Acquisitions, Finance, Disposition, Corporate Finance, GAAP, Financial Accounting, Sarbanes-Oxley Act, Restructuring, Business Valuation, SEC Filings
Education
Babson College 1980 — 1981
MBA
Colby College 1974 — 1978
CBRE November 2013 - Present
CBRE December 2011 - October 2013
Archon Group May 2003 - November 2011
Lucidity Consulting Group August 2002 - May 2003
Arthur Andersen LLP August 1998 - July 2002
Arthur Andersen Business Consulting 1998 - 2002
Skills
JDEdwards, IT Financial Management, IT Budget Management, Resource Management, Project Portfolio..., Budgets, JD Edwards, Financial Reporting, IT Strategy, Finance, Project Management, Enterprise Architecture, JDE One World, Leadership, Oracle E-Business Suite, Managerial Finance, Business Intelligence, Business Analysis, ERP, Business Process, Change Management
Education
Baylor University - Hankamer School of Business 1997 — 1998
MBA, Finance, General
Baylor University - Hankamer School of Business 1990 — 1994
BA Business Administration
Check Point Software Technologies July 2001 - Present
AppStream 2000 - 2001
Arthur Andersen LLP 1998 - 2000
Skills
Start-ups, SaaS, Cloud Computing, Go-to-market Strategy, Revenue Recognition, Financial Modeling, Mergers, Strategic Partnerships, Enterprise Software, Venture Capital, Executive Management, Mergers & Acquisitions, Strategy, Product Management, Security, Business Development, Business Strategy
Education
Ben Gurion University 1990 — 1993
KPMG LLP May 2002 - June 2010
KPMG LLP May 2002 - June 2010
n/a May 2002 - June 2010
KPMG 2002 - 2009
ARTHUR ANDERSEN LLP September 1998 - May 2002
Arthur Andersen 1998 - 2002
Education
Baylor University 1994 — 1998
BBA, Economics
Baylor University
Bachelor of Business Administration, Economics
Schumacher Group November 2012 - Present
EmCare / Pinnacle Anesthesia November 2007 - November 2012
Deloitte January 2006 - November 2007
Wellspring Partners, LTD July 2005 - January 2006
KPMG, LLP July 2002 - July 2005
Arthur Andersen, LLP April 1997 - July 2002
Skills
Strategy, Business Transformation, Leadership, Program Management, Operations Management, Acquisition Integration, Project Management, Management, Business Analysis, Risk Management, Business Strategy, Consulting
Education
Baylor University - Hankamer School of Business
BBA, Finance
Texas State University-San Marcos
Master Health Care Administration, Healthcare Administration
Anthem July 2014 - Present
Anthem September 2011 - July 2014
Anthem April 2005 - October 2011
Hartford Life 2002 - 2005
Arthur Andersen LLP 1999 - 2002
Skills
Financial Analysis, Insurance, Internal Controls, Forecasting, Accounting, Budgets, Process Improvement, Financial Reporting, Data Analysis, Mergers & Acquisitions, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, Financial Modeling, Finance, Access, Business Planning, Business Process..., Risk Management, Strategy, GAAP, Analysis, Due Diligence
Education
University of Connecticut 2000 — 2001
M.S., Accounting
Babson College 1996 — 2000
B.S., Accounting
Choate Rosemary Hall 1992 — 1996
Fiduciary Vest, LLC September 2014 - Present
Eton Advisors, LP July 2009 - June 2014
UBS August 2007 - June 2009
US Trust Company 2006 - 2007
Oak Value Capital Management, Inc. 1999 - 2006
Arthur Andersen, LLP 1995 - 1999
Watson Wyatt 1993 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Alternative Investments, Equities, Hedge Funds, Wealth Management
Education
Babson College 1984 — 1988
BS, Finance / Investments
PetroLogistics LP August 2009 - Present
Wallace Resources 2005 - 2009
Dalton Creations 2000 - 2003
Arthur Andersen LLP 1999 - 2000
Worldport Communications, Inc 1997 - 1998
American Ref-Fuel Company Comm 1995 - 1997
Skills
Treasury Management, Strategic Forecasting, Team Leadership, Cash Flow Management, Financial Operations, Risk Management, Financial & Operational..., Investor Reporting, Sarbanes-Oxley Act, Financial Audits, Internal Controls, Cross Functional Team..., SOX Compliance, Policy Development, Financial Accounting, Debt Restructuring, Financial Risk, Management, Financial Reporting, Financial Analysis, Financial Modeling, Internal Audit, Accounting, Auditing, Due Diligence, Budgets, Strategic Planning, Mergers & Acquisitions, SEC filings, Finance, SEC Filings
Education
Baylor University 1985 — 1989
Bachelor's Degree, Accounting and Finance
W. L. Gore & Associates April 2006 - February 2008
Rust-Oleum May 2004 - February 2006
Kraft Foods June 2003 - April 2004
Kraft Foods April 2000 - May 2003
Kraft Foods February 1999 - March 2000
Kraft Foods July 1997 - January 1999
Arthur Andersen LLP December 1993 - July 1997
Prudential Insurance July 1992 - December 1993
Skills
Product Development, Marketing Strategy, Brand Management, Cross-functional Team..., Strategy, Competitive Analysis, Marketing Management, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Marketing, Strategy
Bethel University 1988 — 1992
BA, Finance, Accounting
International Business Institute 1991 — 1991
International trade, finance, marketing and economics
Mariner Wealth Advisors January 2014 - Present
RR Advisory Group, LLC December 2010 - January 2014
RR Advisory Group, LLC July 2005 - December 2010
Arthur Andersen, LLP June 2000 - August 2001
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting & Finance
Fidelity Investments 2007 - Present
Citizens Bank 2003 - 2007
Deloitte & Touche LLP 2002 - 2003
Arthur Andersen LLP 1998 - 2002
PricewaterhouseCoopers LLP 1996 - 1998
Skills
Executive Pay, Deferred Compensation, Employee Benefits, Incentive Programs, Performance Management, Human Resources, Workforce Planning, Compensation & Benefit, Onboarding
Education
Bentley University 1994 — 1997
Bachelor of Science (BS), Accounting
Top Shop TV, LLC / Dormeo Octaspring March 2013 - Present
Hunter Mfg, LLP May 2008 - March 2013
Tempur-Pedic International, Inc. December 2007 - March 2008
Tempur-Pedic International, Inc. August 2003 - December 2007
DMI Furniture, Inc. June 1999 - August 2003
Arthur Andersen, LLP June 1996 - June 1999
Skills
Sarbanes-Oxley Act, Forecasting, Strategic Planning, SEC filings, Internal Controls, Financial Reporting, Financial Analysis, Consolidation, Strategy, Mergers, Accounting, Corporate Finance, Income Statement, Sarbanes-Oxley, Mergers & Acquisitions, Business Process..., Variance Analysis, ERP, GAAP, Cost Accounting, Tax, Budgets, CPA, Hyperion Enterprise, Cross-functional Team..., Auditing, Strategic Financial..., Analytics, Finance, US GAAP, Restructuring, Internal Audit, Due Diligence, Financial Modeling, Acquisition Integration, Financial Accounting, Essbase, Analysis, Cash Flow, Process Improvement, Cash Management, Managerial Finance, Financial Audits, Financial Forecasting, Revenue Recognition
Education
Bellarmine University
BA, Accounting/Business Mgmt
Next Step Living July 2015 - Present
Health Dialog April 2013 - July 2015
Health Dialog July 2007 - March 2013
Health Dialog July 2004 - June 2007
BostonCoach 2001 - 2004
Fidelity Ventures 1999 - 2001
Arthur Andersen LLP 1994 - 1999
Skills
Accounting, Healthcare, Strategic Planning, Operations Management, Leadership, Financial Analysis, Great Plains Software, Process Improvement, QuickBooks, Microsoft Office, Mergers & Acquisitions, Auditing, Internal Audit, Healthcare Information..., Management, Financial Modeling, Budgets, Outlook, Executive Management, Financial Reporting, Program Management, Hospitals, Strategic Financial..., Cross-functional Team..., Vendor Management, Finance, Software Documentation, Strategy, Data Analysis, Managed Care, Customer Service, Business Analysis, Project Management, PowerPoint, Change Management, Team Leadership, Microsoft Word
Education
Bentley University 1990 — 1994
BS, Accounting
Norwalk High School 1987 — 1990
Data Intensity, LLC January 2014 - Present
Unica Corporation, an IBM Company January 2009 - January 2014
IBM May 2002 - January 2009
Cognos September 2005 - March 2008
Arthur Andersen LLP 1997 - 2002
Skills
Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Forecasting, Business Analysis, Business Intelligence, Accounting, Analytics, Enterprise Software, Mergers & Acquisitions, Internal Controls
Education
Bentley University 1993 — 1997
bs, accounting
Charles Schwab December 2011 - Present
Charles Schwab June 1997 - December 2011
Arthur Andersen LLP August 1995 - June 1997
Skills
401k, Series 63, ERISA, Retirement, Series 7, Management, Retirement Planning
Education
Baldwin-Wallace College 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Port Clinton High School 1988 — 1991
College Prep
ProSearch Strategies, Inc June 2013 - Present
AlixPartners September 2012 - May 2013
KPMG May 2002 - September 2012
Arthur Andersen LLP 1997 - 2002
Skills
Litigation Support, Forensic Analysis, Fraud, Computer Forensics, Data Privacy, Document Review, Digital Forensics, Project Management, Database Administration, Litigation Consulting, Document Management, Disaster Recovery, Computer Security, Databases, EnCase
Education
Ball State University 1991 — 1995
Bachelor of General Studies, Business Information Systems
Ameriprise Financial September 2009 - March 2013
Ameriprise Financial March 2003 - September 2009
Arthur Andersen LLP 1983 - 1987
Skills
Strategic Planning, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Financial Services, Securities, Strategic Financial..., Valuation, Finance, Insurance, Investments, Risk Management, Series 7, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Advisory
Education
Bemidji State University 1979 — 1983
Bachelor of Science (B.S.), Accounting Major, Math Minor
Ag Processing Inc. June 2011 - Present
ConAgra Foods December 2008 - January 2010
Al J Schneider Company May 2006 - December 2008
Delta Sigma Pi 2003 - 2006
LG&E and KU Energy LLC May 2001 - January 2005
Arthur Andersen LLP August 1998 - April 2001
Skills
Internal Controls, Auditing, Leadership, Sarbanes-Oxley Act, Accounting, Management, Internal Audit, Managerial Finance, Data Analysis, Finance, Forecasting, Strategic Planning, General Ledger, Financial Analysis, Financial Reporting, CRM, Business Process, Sarbanes-Oxley, CPA, SEC filings, GAAP, Financial Accounting, IT Audit, COSO, Financial Risk, Account Reconciliation, Budgets, US GAAP, Financial Audits, Accounts Payable, Risk Management, Hyperion Enterprise, Variance Analysis, Fixed Assets, Enterprise Risk..., Process Improvement, External Audit, SEC Filings
Education
Bellarmine University 2007 — 2008
Master of Science (MS), Information Technology, 3.9
Indiana University-Southeast 2003 — 2006
MBA, Finance
Bellarmine University 1994 — 1998
BA, Accounting
LG&E & KU August 2010 - Present
LG&E & KU October 2008 - August 2010
LG&E & KU June 2004 - October 2008
LG&E & KU December 2001 - June 2004
Arthur Andersen, LLP November 1998 - December 2001
Skills
Accounting, Auditing, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Analysis, Forecasting, Financial Accounting, Process Improvement, Internal Audit, SEC filings, Financial Modeling, Risk Management, Budgets, Managerial Finance, GAAP, SAP, General Ledger, Account Reconciliation, Finance, Variance Analysis, US GAAP, Management, Energy
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Bellarmine University 1998 — 1999
AAC, Accounting
University of Kentucky 1992 — 1997
Bachelor's Degree, Finance and Economics
Gray, Gray & Gray September 2014 - Present
Kurzman, Dempsey & Kowalker, LLP January 2005 - May 2014
Arthur Andersen, LLP 1998 - 2002
Skills
Accounting, Tax, Estate Planning, Trust Services, Business Planning, Estate Tax Planning, Tax Preparation, Strategic Planning, Succession Planning, Non-profits, Financial Reporting, Income Tax, Tax Compliance, Corporate Tax, CPA, Small Business, GAAP, Tax Accounting, Employee Benefits, 401k, Tax Research, International Tax, Partnership Taxation, Tax Returns, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MST, Tax
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Accounting
Glastonbury High School 1987 — 1991
3Com August 2006 - Present
Private Healthcare Systems October 2002 - August 2006
SLI, Inc August 2001 - October 2002
Arthur Andersen LLP May 1997 - August 2001
Skills
US GAAP, GAAP, Accounting, Internal Controls, SEC filings, Financial Reporting, Internal Audit, Finance, Financial Analysis, Auditing, Revenue Recognition, Financial Forecasting, Forecasting, Financial Statements, Consolidation, Variance Analysis, Managerial Finance, Account Reconciliation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Corporate Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
Master, Accounting
Drew Marine August 2014 - Present
Drew Marine May 2012 - August 2014
William Macklowe Company May 2011 - March 2012
NorthStar Realty Finance December 2010 - May 2011
The Hampshire Companies March 2010 - April 2010
TISHMAN SPEYER PROPERTIES December 2004 - August 2009
STERLING EQUITIES, INC November 2003 - December 2004
OMNICOM GROUP, INC December 2001 - November 2003
ARTHUR ANDERSEN, LLP September 1999 - December 2001
Skills
Account Reconciliation, Accounting, Accounts Payable, Auditing, CPA, Cash Flow, Cash Management, Commercial Real Estate, Consolidation, Corporate Finance, Corporate Law, Corporate Tax, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Fund Accounting, Fund Administration, GAAP, General Ledger, Internal Controls, Mergers & Acquisitions, SEC filings, Tax, US GAAP
Education
Rutgers University School of Law - Newark 2006 — 2010
JD, Law
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Business Administration; Accounting
Davenport, Hanf & Company, LLC July 2012 - Present
Martin Brower / Keystone Foods January 2005 - July 2012
Athersys, Inc September 2003 - September 2004
Agilysys, Inc January 2000 - January 2003
Arthur Andersen LLP January 1998 - January 2000
Skills
Accounting, Financial Reporting, General Ledger, Auditing, Microsoft Excel, Financial Statements, Analysis, Budgets, Fixed Assets, Account Reconciliation, Finance, Financial Audits, Forecasting, Accounts Payable, Consolidation, Financial Analysis
Education
Baldwin Wallace University 1994 — 1998
BA, Accounting
Baldwin-Wallace College 1994 — 1998
Bachelor of Arts, Business Administration; Accounting
Fidelity Investments January 2013 - Present
FMR Co. January 2007 - December 2012
Iron Mountain January 2006 - September 2006
bcgi September 2004 - December 2005
FHLB Boston March 2001 - September 2004
Federal Home Loan Bank of Boston 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Arthur Andersen LLP 1998 - 2000
Converse 1996 - 1998
Skills
Disaster Recovery, Risk Management, Enterprise Risk..., Solution Design, IT Audit, Compliance, Security, Business Continuity, Information Security
Education
Bentley University 1988 — 1991
BS, Finance
Bates College 1986 — 1987
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP September 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Internal Controls, Corporate Tax, Tax, Mergers & Acquisitions, International Tax, Financial Reporting, Accounting
Education
Baylor University - Hankamer School of Business 2000 — 2001
Master of Taxation (mTax)
Baylor University - Hankamer School of Business 1996 — 2001
Bachelor of Business Administration (BBA),, Accounting
DiCicco, Gulman & Company November 2012 - November 2013
Grant Thornton LLP October 2011 - November 2012
The Braver Group August 2009 - October 2011
Braver PC 2006 - 2009
Brown & Brown/UHY Advisors 2005 - 2006
McGladrey & Pullen November 2003 - August 2005
Kanter Troy Orleans and Wexler August 2002 - November 2003
Arthur Andersen, LLP June 2000 - May 2002
Skills
Auditing, Accounting, CPA, Financial Statements, GAAP, Financial Reporting, Internal Controls, S Corporations, SEC filings, Corporate Tax, General Ledger, Financial Analysis, Sarbanes-Oxley Act, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
MBA, Taxation/Real Estate Management
Bentley University 1994 — 1997
BS, Accounting
St. John's Prep 1990 — 1993
Autospec, Inc. 1999 - Present
Crosstown Renegades April 2009 - Present
Jefferson Wells 1998 - 1999
IKON Document Services 1996 - 1998
Arthur Andersen LLP 1990 - 1996
Skills
Mergers, Due Diligence, Internal Audit, Negotiation, Accounting, Strategic Planning, Restructuring, Process Improvement, IPO, SEC reporting, Executive Management, Musician, Business Development, Finance, Mergers & Acquisitions, SEC filings, Budgets, Financial Analysis, Forecasting, Auditing, Banking, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Financial Reporting, Managerial Finance, Corporate Finance, Business Planning
Education
Baylor University 1985 — 1990
BBA, Accounting
Kolkhorst & Kolkhorst, CPAs February 2015 - Present
Margolis Phipps & Wright, PC / McGladrey, LLP August 2012 - December 2013
Broussard & Company CPAs, LLC December 2009 - August 2012
Deloitte June 2002 - August 2009
Arthur Andersen LLP August 2000 - May 2002
PricewaterhousCoopers LLP January 1998 - August 2000
Skills
Tax, Big 4, CPA, Tax Returns, Tax Research, Financial Reporting, General Ledger, Accounting, Payroll, Corporate Tax, Financial Analysis, Account Reconciliation, Tax Advisory, Expatriate Tax Strategy, Skilled in Company..., Foreign Tax Credit..., Cross Border Services..., Prepared Tax..., CCHProsystemsFX, BNA Tax Projections, Non-profit Tax..., QuickBooks
Education
Ball State University - College of Business 1995 — 1997
Bachelors of Arts, Accounting, Japanese
Owens Consortium PLLC 1996 - Present
Arthur Andersen LLP 1985 - 1996
Education
Baylor University - Hankamer School of Business 1980 — 1985
BBA/M.T., Acctg.
Catherine Piwinski - Bookkeeping/Financial Management October 2010 - Present
Hedrick Stodghill Certified Public Accountants February 2007 - December 2011
St. John Notre Dame School May 2003 - January 2007
Polen & Battles CPA's, Inc November 2001 - October 2002
Arthur Andersen LLP September 1999 - July 2001
Skills
Auditing, Accounting, Financial Reporting, Account Reconciliation, General Ledger, Financial Statements, Lacerte, QuickBooks, Microsoft Excel, Internal Controls, Budgets, Accounts Payable
Education
Baldwin Wallace University
Bachelor's Degree, Accounting and Finance, 3.82
Baldwin Wallace University
Tullett Prebon June 2012 - Present
Tata Consultancy Services July 2006 - June 2012
News Corporation 2000 - 2006
Arthur Andersen LLP 1998 - 2000
Skills
Tax, Corporate Tax, Tax Accounting, Tax Advisory, Tax Law, Tax Preparation, International Tax, Sales Tax, Financial Reporting, Accounting, Sarbanes-Oxley Act, Auditing, Income Tax, Transfer Pricing, Due Diligence
Education
Fairleigh Dickinson University-Florham Campus
M.S., Taxation
Baruch College, City University of New York (CUNY)
B.B.A., Business Admin.
United Technologies September 2009 - Present
AIG June 2007 - September 2009
MetLife July 2004 - June 2007
Oshima Saito LLP July 2003 - July 2004
KPMG LLP June 2002 - June 2003
Arthur Andersen LLP September 2000 - June 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Analysis, International Tax, Accounting, Tax, CPA, Process Improvement, Income Tax, Tax Accounting, Corporate Tax, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS In Taxation, Taxation
Binghamton University 1996 — 2000
BS in Accounting, Accounting
InterDigital Communications April 2014 - Present
Level 3 Communications October 2011 - 2014
Global Crossing Telecommunications Inc. October 2006 - October 2011
Briggs & Stratton April 2005 - September 2006
Global Crossing Telecommunications Inc. April 1999 - April 2005
Arthur Andersen LLP March 1997 - April 1997
General Motors Corporation October 1995 - February 1997
Skills
Transfer Pricing, Tax, Telecommunications, Mergers, Process Improvement, Mergers & Acquisitions, Financial Analysis, Income Tax, Forecasting, Restructuring, Tax Law, Management, International Tax, US GAAP, Sarbanes-Oxley Act, SEC filings
Education
Wayne State University 1996 — 1997
Master of Laws (LL.M.), Tax Law/Taxation
Baruch College 1993 — 1995
Master of Business Administration (MBA), Finance, General
New York Law School 1992 — 1995
Doctor of Law (JD), Law
University of Michigan 1989 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Burton Snowboards October 2004 - Present
NeuroControl Corporation September 2001 - September 2004
Arthur Andersen LLP December 1998 - August 2001
MRK Technologies July 1997 - December 1998
Education
Baldwin Wallace University 1993 — 1997
BA, Business Administration / Accounting
INX International Ink Co. August 2004 - Present
Joseph G. Erkenswick, CPA 2004 - Present
Miller, Cooper & Co., Ltd. May 2002 - October 2008
Pasquesi Sheppard LLC May 1999 - May 2002
Arthur Andersen LLP June 1995 - May 1999
KPMG January 1994 - May 1995
Skills
CPA, Accounting, Tax, Finance, Corporate Tax, Cash Management, Small Business, Internal Controls, Tax Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MS, Taxation
Barat College of DePaul University 1990 — 1994
BA, Accounting/Finance
Fremd High School
RMHS
olr
Hewlett-Packard 2003 - 2009
Hewlett-Packard 2001 - 2003
Arthur Andersen, LLP 2001 - 2001
Xancora Technologies 1997 - 2001
Baldwin Hackett & Meeks, Inc. 1992 - 1997
LeBaugh Software Corporation 1982 - 1992
Applied Communications, Inc 1977 - 1982
Education
Bellevue University 2001 — 2009
MBA, Business
University of Nebraska at Omaha 1970 — 1974
BA, Math & Physics
Grant Thornton LLP December 2011 - Present
CCR LLP May 2002 - November 2011
Gately & Associates P.C. January 2000 - May 2002
Arthur Andersen LLP June 1990 - November 1997
Skills
CPA, Tax, Auditing, Accounting, Internal Controls, Revenue Recognition, SEC filings, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, US GAAP, Financial Reporting, GAAP, Income Tax, Tax Preparation, External Audit, Tax Returns, Business Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1989
MSA, Accounting
Plymouth State University 1972 — 1977
BA, History
Connecticut Humane Society May 2015 - Present
Joseph Merritt & Co., Inc November 2006 - July 2014
New Britain Museum of American Art 2002 - 2006
Staples 1998 - 2000
Arthur Andersen LLP 1995 - 1998
Skills
Finance, Financial Reporting, Accounting, Cash Management, Internal Controls, Process Improvement, Auditing, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Analysis, Managerial Finance, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1995
MBA, General Business
Babson College 1985 — 1988
BS, Accounting
Deloitte July 2002 - May 2008
Arthur Andersen LLP January 1999 - June 2002
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Accounting/Finance
ClearChoice Energy Vice President Structuring & AnalyticsStrategic EnergyJanuary 2005 - December 2005
TXU Energy January 2001 - December 2001
Arthur Andersen LLP June 1995 - December 2000
Alcoa January 1985 - June 1995
Picker International October 1983 - December 1984
Skills
Analytics, Business Strategy, Commodity, Commodity Markets, Finance, Financial Risk, Internal Audit, Management, Management Consulting, Natural Gas, Nonprofits, Strategic Planning
Education
Duquesne University School of Law 1989 — 1993
JD, Law
Baldwin Wallace University 1982 — 1984
MBA, Business
University of Steubenville 1978 — 1982
BS, Accounting, Finance
Brooke High School 1975 — 1978
College Prep
Hagemeyer, N.A. October 2002 - December 2003
Schwinn Cycling & Fitness 1993 - 2000
Arthur Andersen LLP 1991 - 1993
Education
Baylor University 1988 — 1991
BBA, Accounting
Nikon Americas, Inc. May 2007 - Present
New York & Company October 2004 - May 2007
Deloitte & Touche November 1999 - October 2004
Arthur Andersen LLP 1997 - 1999
ITT 1986 - 1997
Skills
Transfer Pricing, Tax Accounting, US GAAP, Accounting, Corporate Tax, General Ledger, International Tax, Cash Flow, Strategic Financial..., Restructuring, Financial Accounting, Financial Reporting, Business Planning, Sarbanes-Oxley, Analysis, Tax, Variance Analysis, Financial Analysis, CPA, Internal Audit, Sarbanes-Oxley Act, Sales Tax, Strategic Planning, Mergers & Acquisitions, SAP, Auditing, Tax Advisory, Process Improvement, Internal Controls, Financial Modeling, Budgets, Due Diligence, Managerial Finance, Consolidation, Forecasting, Income Tax, SEC filings, GAAP, Account Reconciliation, IFRS, Tax Research, Revenue Recognition, Big 4
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
MBA, Taxation
Grant Thornton LLP Member Board of DirectorsSpaulding for Children - HoustonAugust 2013 - Present
Grant Thornton 2007 - Present
KPMG 2002 - 2007
Arthur Andersen LLP September 1991 - May 2002
Skills
Internal Controls, US GAAP, Auditing, CPA, External Audit, Leadership, Financial Analysis, GAAP, Accounting
Education
The University of Dallas 2003 — 2005
Master of Business Administration (MBA), Sports and Entertainment Management
Baylor University 1987 — 1991
BBA, Accounting
Capco January 2013 - Present
Moore Stephens Lovelace November 2007 - March 2012
Common Paymaster Corp. August 2005 - April 2007
Ernst & Young January 2003 - May 2005
Arthur Andersen, LLP January 2000 - December 2002
Education
Baruch College, City University of New York (CUNY)
BBA
Wells Fargo December 2002 - Present
Jostens 2000 - 2002
Arthur Andersen LLP 1998 - 2000
Minnesota Office of the Legislative Auditor 1996 - 1998
Skills
IT Audit, Enterprise Risk..., Internal Controls, Internal Audit, Operational Risk, Analysis, CISA, Auditing, Risk Management, Data Analysis
Education
Bemidji State University 1992 — 1996
BS, Accounting
Dart Warehouse Corporation July 2001 - Present
Dedeaux Properties, LLC 2005 - Present
Pacific Waste April 2000 - May 2001
Waste Management, Inc. May 1997 - January 2000
Arthur Andersen LLP December 1995 - April 1997
Duitch Franklin & Company (formerly LCS) October 1991 - December 1995
Carl Weinberg & Company 1989 - 1991
Skills
Auditing, Financial Reporting, Financial Analysis, Forecasting, Budgeting, Budgets, Accounting, Mergers & Acquisitions, Internal Controls, Sarbanes-Oxley Act, Income Tax, Restructuring, GAAP, Management Consulting, Finance, Management, Cash Management, US GAAP, SEC filings, Revenue Recognition, Variance Analysis, Consolidation, Cost Accounting
Education
Bentley University 1985 — 1989
BS, Accounting
Classical High 1981 — 1985
Delta Air Lines December 2011 - Present
Delta Air Lines September 2002 - December 2011
Cox Enterprises February 1999 - September 2007
Ernst & Young February 1998 - January 1999
Arthur Andersen, LLP May 1989 - December 1995
Skills
Tax, Corporate Tax, Accounting, GAAP, Financial Analysis, Income Tax, Consolidation, Tax Research
Education
City University of New York-Hunter College 1985 — 1989
BS, Accounting
Bard College
Quest Diagnostics May 2012 - June 2013
Amazon.com November 2010 - May 2011
Thomson Scientific and Healthcare May 2007 - August 2007
Avon Products, Inc. August 2005 - April 2006
Lehman Brothers Inc. November 2001 - May 2005
Arthur Andersen LLP April 1998 - October 2001
Douglas Elliman-Gibbons & Ives August 1993 - April 1998
Modern Talking Picture Service, Inc. July 1990 - May 1993
American Orthopsychiatric Association September 1986 - May 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management
LeMaitre Vascular 2012 - Present
LeMaitre Vascular April 2008 - Present
Thermo Fisher Scientific 2006 - 2007
Thermo Fisher Scientific 2002 - 2005
Arthur Andersen LLP 1996 - 2002
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Cost Accounting, Financial Modeling, Auditing, Forecasting, Internal Controls, Management, Finance, Analysis
Education
Bentley University 1992 — 1996
Bachelor of Science (B.S.), Accountancy
Interactive Intelligence March 2013 - Present
IUPUI August 2001 - Present
Arthur Andersen LLP July 1999 - August 2001
Clifton Gunderson LLP February 1995 - June 1999
Skills
Higher Education, Adult Education
Education
Ball State University 1993 — 1995
Master's degree, Information and Communication Science
Ball State University - College of Business 1987 — 1992
Bachelor's degree, Human Resources Management and Services
Webster Bank February 2007 - Present
Mohegan Tribe of Indians of CT May 2001 - February 2007
Arthur Andersen LLP July 1990 - May 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Due Diligence, Mergers, Risk Management, Sarbanes-Oxley, Cash Flow, Commercial Banking, Financial Modeling
Education
Babson College 1986 — 1990
BS, Accounting/American Studies
Canon Business Process Services April 2013 - Present
Canon Business Process Services, Inc (fka Oce Business Services, Inc) November 2011 - March 2013
MNP LLP May 2011 - August 2011
ERE LLP March 2010 - April 2010
Funaro and Co / pc January 2006 - April 2009
Starr Technical Risks Agency July 2004 - January 2006
Wealth and Tax Advisory Services, Inc July 2002 - July 2004
Arthur Andersen LLP January 2001 - July 2002
Skills
Accounting, Tax Research, Income Tax, Corporate Tax, Account Reconciliation, Tax, Financial Accounting, Tax Returns, Tax Provision, High Net Worth..., Sales Tax Audits, Trust Taxation, Gift Tax, Multi-state tax returns, Partnership Taxation
Education
Pace University - Lubin School of Business 2005 — 2009
Master's degree, Taxation
Baruch College, City University of New York (CUNY) 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Robert B. Larkey, CPA November 2005 - Present
Arthur Andersen LLP 1976 - 2002
Education
Barry University
Bachelor's degree, Human Resources Management/Personnel Administration, General
Clarendon Flavors, LLC September 2013 - Present
Bowie Resources LLC August 2011 - September 2013
PharMerica Corporation July 2007 - August 2011
Ernst & Young LLP May 2002 - July 2007
Arthur Andersen LLP September 2001 - May 2002
General Electric - Appliance Park May 1999 - September 2001
Skills
Financial Reporting, Internal Controls, Accounting, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Accounting, SEC filings, General Ledger, Internal Audit, Sarbanes-Oxley, SAP, Mergers, Consolidation, Variance Analysis, US GAAP, Hyperion Enterprise, Cash Flow, Mergers & Acquisitions
Education
Bellarmine University 2001 — 2002
MBA, Accounting
Bellarmine University 1997 — 2001
BS, Accounting, Business
Confidential - New York June 2014 - September 2014
DDB NY - Omnicom Group September 2013 - May 2014
Cheil Americas - Samsung group December 2012 - July 2013
ID Media- IPG September 2009 - November 2012
Torry Harris Business Solutions October 2000 - March 2008
Degussa- Huls Inc. July 1998 - September 2000
Total Tec Systems December 1988 - June 1998
Various Contract assistments - Lucent, Sherwin Williams and small family business January 1994 - November 1996
Arthur Andersen LLP October 1988 - January 1993
Skills
Tax, Consolidation, Accounting, Financial Reporting, Accounts Payable, General Ledger, Forecasting, Auditing, Internal Controls, Cash Flow
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
M.S., Taxation
Southeastern University 1994 — 1996
MBA, Finance
Baruch College, City University of New York (CUNY) 1985 — 1988
BBA, Accounting
IBM Canada Ltd. September 2007 - Present
IBM US Headquarters September 2003 - September 2007
IBM Corporation September 2003 - September 2007
Avon Products, Inc. August 2002 - September 2003
Avon Products, Inc May 2002 - August 2003
Arthur Andersen, LLP January 1998 - July 2002
Arthur Andersen, LLP January 2000 - April 2002
Arthur Andersen, LLP January 1998 - December 1999
Lazard Freres & Co., LLC January 1997 - December 1997
Skills
Well-developed..., Positive and..., I demonstrate strong..., I am also a team player.
Education
City University of New York-Baruch College
Bachelor of Business Administration, Accountancy
City University of New York-Baruch College - Zicklin School of Business
BBA Accounting
Citigroup January 2012 - Present
JP Morgan Chase March 1992 - October 2011
Arthur Andersen LLP September 1990 - March 1992
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
White & Case October 1997 - Present
Arthur Andersen LLP October 1996 - October 1997
Mudge Rose Guthrie Alexander & Ferdon September 1980 - September 1995
Education
Baruch College 1988 — 1997
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Pace University 1984 — 1985
Borough of Manhattan Community College 1978 — 1980
Associate's degree, Legal Secretary
University of Houston August 2012 - Present
Colorado State University June 2007 - August 2012
Baylor University April 2001 - June 2007
Arthur Andersen, LLP September 1998 - April 2001
Education
Baylor University
Bachelor of Business Administration (BBA), Accounting
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP August 1987 - May 2002
Education
Baruch College 1990 — 1992
Master's degree, Tax
Queens College 1983 — 1987
Bachelor's degree, Accounting and Economics
Gilrane Business Consulting September 2012 - January 2015
STi Prepaid June 2002 - September 2012
Arthur Andersen LLP January 1997 - June 2002
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Change Management, Business Strategy, Financial Modeling
Education
Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Endurance May 2013 - Present
Torus InsuranceCompany July 2009 - April 2013
QBE Americas (Acquired PFG), Praetorian Financial Group (Spin-off CIG), Clarendon Insurance Group September 2004 - May 2009
KPMG LLP June 2002 - March 2004
Arthur Andersen LLP January 2001 - June 2002
Skills
Reinsurance, •Bi-lingual in English..., •Proficient to..., •Passed two parts of..., Account Reconciliation
Education
Baruch College, Zicklin School of Business, The City University of New York 1998 — 2000
Bachelor of Business Administration, Accountancy
Baruch College, City University of New York (CUNY)
Waxman Industries, Inc. June 2002 - Present
Arthur Andersen LLP September 1999 - June 2002
Skills
Sarbanes-Oxley Act, US GAAP, Forecasting, Auditing, SEC filings, Budgets
Education
Baldwin-Wallace College 1995 — 1999
Bachelor of Arts (B.A.), Accounting
State Street Global Advisors January 2004 - Present
Kevin P. Martin & Associates PC 2003 - 2003
Arthur Andersen LLP October 2001 - April 2002
East Cambridge Savings Bank 1997 - 2001
Skills
Taxation of Trusts, Personal Financial..., Tax, Auditing, Accounting, Investments, Tax Returns, Asset Management, Management, Income Tax, Tax Advisory, Tax Preparation, CPA, Tax Research, High Net Worth..., Tax Accounting, International Tax, Corporate Tax, Financial Planners, Partnership Taxation, Tax Law, Estate Planning
Education
Bentley College
Bachelor of Science (BS), Accounting, 3.82
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Taxation