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
Grant Thornton LLP October 1998 - Present
Arthur Andersen LLP June 1996 - September 1998
Deloitte & Touche LLP September 1991 - June 1996
Skills
Accounting, CPA, Corporate Tax, Financial Accounting, Financial Reporting, GAAP, Income Tax, International Tax, Leadership, SEC filings, Tax, Tax Research, Start-ups, Tax Accounting, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Internal Controls, Auditing
Education
University of Arizona 1987 — 1991
Bachelor of Science (B.S.), Accounting
USA Truck, Inc. August 2012 - Present
PricewaterhouseCoopers August 2000 - June 2010
Arthur Andersen, LLP August 1999 - July 2000
Wal-Mart Stores, Inc. February 1997 - August 1999
Skills
Accounting, Microsoft Excel, Financial Analysis, Budgets, Transportation, Microsoft Office, Auditing
Education
University of Arkansas 1995 — 1999
General Business, emphasis in Accounting
University of Arkansas - Sam M. Walton College of Business 1995 — 1999
Master's degree, Accounting
Premier Staffing Inc. December 2014 - Present
Premier Staffing Inc. October 2012 - Present
HR Options, Inc 1995 - 1999
Arthur Andersen LLP 1993 - 1994
Skills
Talent Acquisition, Onboarding, Recruiting, Talent Management, Applicant Tracking..., Executive Search, Executive Support, Benefits Administration, Event Planning, Employee Relations, Employee Training, Employee Handbooks, California Labor Law, Non-profit Volunteer, Human Resources
Education
UC Berkeley 1987 — 1991
Bachelor's degree, Political Science
Sapient 2008 - Present
SMART Business Advisory and Consulting 2005 - 2007
Deloitte Consulting 2002 - 2003
Arthur Andersen, LLP 1998 - 2002
Skills
Business Process, Strategy, Business Strategy, Business Analysis, Business Intelligence, PMO, Management Consulting, Requirements Gathering, Strategic Planning, Account Management, Program Management, Data Analysis, Business Case, IT Strategy, Digital Strategy, Data Warehousing, Quantitative Analytics, CRM, Business Transformation, SDLC, New Business Development, Organizational Design, Data Management, Business Process..., Leadership, Strategy Development, Operational Planning, Qualitative Research, Requirements Analysis, Change Management, Content Strategy, Enterprise Software, Web Content Management, Drupal, Forecasting, CMS, Customer Experience..., Customer Journeys
Education
University of Arizona, Eller College of Management 2003 — 2005
MBA
Villanova University 1994 — 1998
BCPE, Computer Engineering
360 Advanced May 2010 - Present
Ernst & Young September 2002 - March 2010
Arthur Andersen LLP September 1999 - May 2002
Societe Generale Alternative Investments January 1996 - September 1999
Salomon Brothers 1997 - 1998
Fenchurch Capital Management 1994 - 1996
Skills
Risk Management, Financial Reporting, Auditing, Accounting, Cross-functional Team..., Financial Accounting, Project Management, Sarbanes-Oxley Act, Business Process, IT Audit, Management, Leadership, Finance, Internal Controls, Derivatives
Education
University of Arizona 1988 — 1992
BS
Avnet October 2014 - Present
Ledgent April 2014 - September 2014
Prajna Wealth Solutions, Inc. January 2012 - November 2013
Ernst & Young January 2003 - April 2010
Arthur Andersen LLP September 2001 - July 2002
Arthur Andersen LLP August 1999 - September 2001
Arthur Andersen LLP June 1998 - August 1998
Skills
Strategic Planning, Forecasting, Accounting, Accruals, Financial Analysis, Wealth Preservation..., Process Improvement, Contracts Administrators, Quality Assurance, Consulting, Billing Process, Tax Preparation, Estate Planning, Ad Hoc Reporting, Budget, Invoice Processing, Trusts, Family Office, Corporate Finance, HR Policies, Payroll, Operational Process..., Data Management, Report Writing, Technical Writing, Proposal Writing, Creative Writing, Process Redesign, Budgets, Recruiting, Financial Reporting, Auditing, Analysis, Finance, Microsoft Excel, Sarbanes-Oxley Act, Management
Education
University of Arizona 1996 — 1999
Bachelor's degree, Business Administration; Finance
Ernst & Young July 2006 - Present
Arthur Andersen LLP 1991 - 2002
Skills
SEC filings, Big 4, Sarbanes-Oxley Act, Internal Controls, Auditing, Assurance, US GAAP, External Audit, IFRS, Due Diligence, Accounting, Financial Reporting, Internal Audit, GAAP, IPO, Restructuring, Mergers, Financial Analysis, Corporate Finance
Education
University of Bristol 1985 — 1987
Bachelor of Social Science, Geography
CareFusion December 2012 - Present
Comprendia Bioscience Consulting Group July 2011 - December 2012
ZBGlobal Inc. April 2012 - October 2012
Red Funnel Consulting December 2010 - January 2012
Profits4Purpose August 2010 - 2012
Amylin Pharmaceuticals, Inc. September 2005 - June 2010
High Tech Middle School September 2004 - June 2005
Sally Ride Science October 2003 - June 2005
Neurogenetics, Inc. February 2001 - September 2003
Arthur Andersen LLP February 2001 - October 2001
Skills
scientific writing, social media marketing, content development for..., science blogging, website design, search engine..., content marketing -..., e-newsletters, Market Research, Email Marketing, Graphic Design, Science Education, Social media training, Audience engagement, Content Management, Audience, Lifesciences, Scientific, Newsletters, Science, Social Media, Social Media Marketing
Education
University of California San Diego, Extension 2010 — 2011
Marketing Certificate, Marketing
University of California, San Diego 2003 — 2005
M.Ed., Science Education
University of Illinois Springfield 1994 — 1999
B.S., Biology
Buckeye Power, Inc. May 2014 - Present
Buckeye Power, Inc. July 2008 - May 2014
Deloitte January 2007 - July 2008
Deloitte May 2002 - January 2007
Arthur Andersen LLP June 2001 - May 2002
Skills
Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research, CPA, Tax Preparation, Financial Reporting, Financial Accounting
Education
University of Cincinnati 2000 — 2001
Master of Science (MS), Accounting
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Bank of America February 2012 - Present
Bank of America Home Loans June 2003 - February 2012
Med Diversified, Inc March 2000 - December 2002
Arthur Andersen LLP December 1992 - March 2000
Skills
Certified Public..., CPA, Vendor Management, SEC filings, Sarbanes-Oxley Act, Banking, Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Modeling, Internal Controls, Financial Services, Internal Audit, Cash Management, Finance, Enterprise Risk..., Financial Risk, Risk Management, Due Diligence, Operational Risk..., Credit
Education
UCSB
BA, Business Economics/Accounting
Eadie + Payne, LLP May 2002 - Present
Arthur Andersen, LLP 2001 - 2002
PE.net 1999 - 2001
Skills
Auditing, Accounting, GAAP, Financial Accounting, Employee Benefits, Financial Reporting, Internal Controls, Financial Analysis, Tax Services, Governmental Accounting..., Tax Preparation, Corporate Tax, Income Tax, Financial Audits, Tax, Forensic Accounting, General Ledger, US GAAP, Fixed Assets
Education
University of California, Riverside 1999 — 2001
BS, Business Administration
Mt. San Jacinto Community College 1997 — 1999
Associate, Business Administration
University of the Philippines
University of the Philippines
The Gymboree Corporation July 2015 - Present
Kaiser Permanente November 2013 - July 2015
Kaiser Foundation Health Plan June 2010 - November 2013
Deloitte January 2003 - May 2010
Arthur Andersen LLP September 1998 - April 2002
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Project Management, Building Relationships, Business Relationship..., Technical Writing, Team Leadership, Leadership Development, Cross-functional Team..., CPA, US GAAP, Change Management, GAAP, Budgets, Revenue Recognition, Management, Leadership
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Organizational Effectiveness
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
Bachelor of Science, Business Administration
Cadence Education, Inc. 2009 - Present
Troon Golf 2004 - 2009
PwC 2002 - 2004
Arthur Andersen LLP 1999 - 2002
Price Waterhouse LLP 1995 - 1999
Skills
CPA, Finance, Executive Management, Financial Reporting, Private Equity, Multiple Sites, Accounting
Education
University of Arizona 1991 — 1995
Bachelor's Degree, Triple Major in Accounting, Finance and Business Economics, Graduated Cum Laude
Avnet August 2014 - Present
Self-employed February 2014 - January 2015
Medical Resource Systems, Inc. November 2009 - January 2014
Avnet Technology Solutions August 2009 - October 2009
Avnet Technology Solutions July 2005 - August 2009
Avnet Technology Solutions August 2002 - July 2005
Arthur Andersen, LLP July 2000 - June 2002
Skills
Financial Analysis, Medical Billing, Management, Healthcare Management, Leadership, Financial Statements, Program Management, Forecasting, Operations Management, Corporate Budgeting, SAP, Finance, Budgets, Healthcare Reimbursement, Debt Collection, Rebates, Hyperion Enterprise, Strategic Planning, Sarbanes-Oxley Act, Acquisition Integration, Business Acquisition, Financial Accounting, Cost Accounting, GAAP, Business Relationship..., Financial Reporting, Process Improvement, Accounting, Analysis
Education
University of Arizona 1996 — 2000
Bachelor, Finance & Accounting
Global Employment Solutions February 2014 - Present
vcfo May 2012 - Present
Bistro Boys Catering 2001 - 2005
Waste Management September 1996 - October 1997
Tecmarine Lines, Inc. November 1995 - August 1996
Arthur Andersen, LLP October 1991 - November 1995
Skills
Accounting, Accounts Payable, General Ledger, Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Reporting, QuickBooks, Internal Controls, Microsoft Excel, Financial Statements, Auditing, Variance Analysis, Payroll
Education
University of California, Santa Barbara 1996 — 2001
Bachelors Degree, Business Economics
SourceGas December 2013 - Present
NW Natural Gas Company & Subsidiaries August 2011 - November 2013
Iberdrola Renewables March 2006 - August 2011
PacifiCorp December 2002 - March 2006
Shin-Etsu Handotai (SEH) America, Inc September 1993 - December 2002
Self-employed September 1990 - September 1993
Arthur Andersen LLP September 1987 - September 1990
Skills
Tax, Auditing, Financial Reporting, SEC filings, Corporate Law, Transfer Pricing, Litigation, Sales Tax, Renewable Energy, Trading, Energy, Equities, Internal Controls, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Tax Law, International Tax, Income Tax, Tax Research, Property Tax, Tax Accounting, Use Tax, FIN 48, Corporate Tax, SEC Filings
Education
Utah State University
Bachelor of Science, Accounting
University of California, Davis
Masters of Science
KPMG LLP October 2009 - Present
KPMG LLP 2008 - September 2009
PricewaterhouseCoopers LLP 2002 - 2008
Arthur Andersen LLP 1997 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Internal Audit, Auditing, Business Process..., Supply Chain Risk..., Business Process..., Internal Audit..., External Audit, CPA, Sarbanes-Oxley, Big 4, COSO, Assurance, IT Audit, CISA, Forensic Accounting, Accounting, US GAAP, Financial Analysis, Financial Reporting
Education
University of Central Florida - College of Business Administration
Bachelor of Science (BS), Accounting
BKD, LLP May 2014 - Present
BKD, LLP November 2011 - May 2014
BKD, LLP November 2008 - November 2011
BKD, LLP February 2010 - January 2011
BKD, LLP June 2002 - October 2008
Arthur Andersen, LLP May 2001 - August 2001
Skills
Tax, Tax Law, Tax Research, Accounting, Auditing, Financial Reporting, CPA, GAAP, Financial Analysis, Financial Accounting, US GAAP, Internal Controls, Corporate Tax, Income Tax
Education
University of Arkansas at Little Rock 2001 — 2002
Masters of Art, MBA
University of Arkansas 1997 — 2001
Bachelor of Arts, Accounting
Catholic High School 1994 — 1997
Whole Foods Market June 2012 - March 2014
The Nielsen Company September 2007 - May 2011
The Nielsen Company January 2005 - August 2007
The Nielsen Company September 2002 - December 2004
Arthur Andersen LLP January 2000 - September 2002
Skills
P&L Management, Strategic Planning, Budget Management, Budgeting, Capital Management, Cost Reduction, Forecasting, Corporate Finance, Cost Reduction..., Project Finance, Consultancy, Developing Talent, Decision Support, Financial Analysis, Change Management, Management Accounting, Budgets, Analysis, Accounting, Leadership, Management, Strategy, Finance, Financial Reporting, Process Improvement, Mergers
Education
University of California, Los Angeles 1994 — 1999
Bachelor's Degree, Economics
Kronos Inc. June 2009 - December 2012
IBM February 2007 - April 2009
Target August 2004 - January 2007
Westwood College September 2001 - January 2004
PricewaterhouseCoopers July 2000 - April 2001
Arthur Andersen, LLP January 1996 - July 2000
Safeway April 1985 - January 1996
Skills
Process Improvement, Retail, Leadership, Project Management, Management, Business Analysis, Change Management, Performance Management, CRM, Finance, Business Process, Software Documentation, Consulting, Budgets, Strategy, Business Process..., Sales, Vendor Management, Cross-functional Team..., Program Management, Inventory Management, ERP, Enterprise Software, Management Consulting, Project Portfolio...
Education
University of California, Los Angeles
Bachelor's degree, Political Science and Government
CohnReznick LLP June 2008 - Present
Los Angeles Jewish Home for the Aging - Vice Chair of both Eisenberg Village and Grancell Village June 2010 - Present
Boys & Girls Club of the West Valley January 2008 - Present
Good Swartz Brown & Berns LLP July 2002 - June 2008
Girl Scout Council of the San Fernando Valley 1999 - 2005
Arthur Andersen LLP August 1988 - July 2002
Skills
Auditing, IPO, SEC filings, Strategic Planning, Mergers, Accounting, Financial Reporting, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Internal Controls, Entrepreneurship, Private Equity, GAAP, Tax, Budgets, Due Diligence, Business Valuation, US GAAP, Financial Modeling, Restructuring, CPA, Corporate Finance, Revenue Recognition, Managerial Finance, Financial Accounting, Finance, Corporate Governance, Corporate Tax, Mergers & Acquisitions, Forensic Accounting, Executive Management, Enterprise Risk..., Start-ups, Cash Management, Internal Audit, Strategic Financial..., Valuation
Education
University of California, Berkeley 1984 — 1988
Bachelor of Science, Business Administration
Grant Thornton LLP January 2003 - Present
PwC June 2002 - January 2003
Arthur Andersen LLP June 2000 - June 2002
Skills
CPA, Tax
Education
University of Southern California - Marshall School of Business 1999 — 2000
M.S.T., Tax
University of California, San Diego 1995 — 1999
B.A., Psychology
Litman Gregory Asset Management March 2007 - Present
Daraja Education Fund January 2012 - Present
Big Brothers Big Sisters of the North Bay 2008 - Present
Terrace Software, Inc. 1990 - 2010
Paradise Foods 2004 - 2007
Arthur Andersen LLP 1986 - 1994
Education
University of California, Berkeley 1985 — 1988
B.S.
Aqualis Advisors, LLC June 2012 - Present
Aqualis Partners LLC March 2006 - Present
BearingPoint November 2004 - February 2006
EGL, Inc. (Eagle Global Logistics now CEVA Logistics) July 2002 - November 2004
Arthur Andersen, LLP October 1999 - July 2002
Oracle Corp / Oracle Energy February 1998 - September 1999
Andersen Consulting September 1993 - August 1995
Andersen Consulting 1981 - 1991
Skills
Private Equity, Due Diligence, Acquisition Integration, Consumer Products, Logistics, Healthcare, Business Services, Construction, Mergers, Corporate Development, Venture Capital, Mergers & Acquisitions, Business Strategy, Executive Management
Education
University of Cincinnati 1979 — 1980
MBA, Finance / Marketing
University of Cincinnati 1974 — 1978
BBA, Finance / Accounting
KPMG April 2002 - Present
Arthur Andersen, LLP September 1982 - April 2002
Skills
Corporate Tax, Due Diligence, Financial Reporting, Mergers & Acquisitions, Income Tax
Education
UCSB 1978 — 1982
BA, Business Economics
Deloitte & Touche May 2002 - Present
Arthur Andersen LLP May 1989 - May 2002
Skills
External Audit, Consumer Products, Internal Controls, Public Companies, SEC Financial Reporting, Technology, Accounting, Assurance, Due Diligence, Auditing, Financial Analysis, Financial Reporting, Financial Statements, GAAP, Mergers, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, US GAAP, SEC, Tax
Education
University of Arizona 1984 — 1988
BSBA, Accounting, Finance
The Wolf Group, PC 2006 - Present
KPMG 1998 - 2005
PwC 1994 - 1998
Self Employed 1991 - 1994
Arthur Andersen LLP 1984 - 1990
Skills
International Tax, Income Tax, Tax Preparation, Public Speaking, International..., Tax Accounting, Exit Tax, Personal Tax Planning, Big 4, Expatriate Management, Expatriate Tax, Global Mobility, Accounting, Tax Advisory, Management, Tax, Corporate Tax, CPA, Tax Law, Tax Research, Financial Reporting
Education
University of California, Santa Barbara 1982 — 1984
Bachelor of Science (BS), Business/Managerial Economics
Bank of America March 2015 - Present
Bank of America April 2010 - March 2015
Bank Of America January 2009 - June 2010
Roundpoint March 2008 - April 2009
Countrywide Financial Corporation April 2006 - April 2008
PricewaterhouseCoopers January 2002 - April 2006
Arthur Andersen LLP January 1997 - January 2002
Skills
Business Intelligence, Process Improvement, Data Warehousing, Leadership, Strategy, Sarbanes-Oxley Act, Outsourcing, Integration, Business Analysis, Risk Management, ERP, Portfolio Management, Forecasting, Analytics, Management Consulting
Education
University of Arizona, Eller College of Management 1994 — 1997
BS, Management Information Systems and Finance
Warren Averett, LLC August 2005 - Present
Childress Klein Properties May 2001 - July 2005
Arthur Andersen LLP January 1999 - May 2001
Skills
Corporate Tax, Accounting, Tax, Tax Preparation, Auditing, CPA, Income Tax, Financial Reporting, Tax Accounting, GAAP, Tax Research, Partnership Taxation, Tax Returns
Education
University of Alabama 1998 — 1998
Master's Degree, Taxation
University of Alabama 1995 — 1997
Bachelor's Degree, Accounting
S-Metric, LLC January 2005 - Present
Undisclosed January 2004 - December 2007
Arthur Andersen LLP June 2001 - December 2001
Skills
XML, C/AL, Navision, Microsoft Dynamics, ERP, Axapta, Business Intelligence, Financials, Microsoft SQL Server, Business Analysis, Requirements Analysis, Software Project..., Business Process, SharePoint, Microsoft CRM, C#, .NET, Software Development, IPO, Pre-IPO, Magento, NAV, Microsoft Dynamics ERP, Microsoft Dynamics NAV, Pre-sales, Software Implementation
Education
University of California, San Diego 2000 — 2003
B.S / B.A, Computer Science / Economics
Invensys Operations Management/Wonderware February 2011 - Present
Kimco Technical/Edison Mission Energy August 2010 - February 2011
Aerotek/Hyundai Motor Finance July 2009 - October 2009
MaximumBit Inc. March 2009 - May 2009
Inovis September 2002 - February 2009
Day Software, Inc. October 2001 - May 2002
Arthur Andersen LLP January 1998 - June 2001
Ardent Software June 1997 - February 1998
Epicor February 1993 - May 1997
Adia (Adecco) January 1991 - February 1993
Education
University of California, Irvine 1985 — 1988
BA, Social Ecology, Psychology and Social Behavior
Turpin High School 1981 — 1984
Goal-Host.com November 2013 - Present
Grassroots Accounting & Consulting, LLC April 2006 - November 2013
Sports Lab 2007 - 2008
Alaska Tanker Company 2005 - 2008
On-Site Financial, Inc. September 2000 - April 2006
Resource Connection @ Tektronix April 2000 - September 2000
Accountants, Inc. October 1994 - February 2000
Arthur Andersen, LLP 1994 - 1995
Skills
Dashboards, Financial Analysis, Start-ups, Benchmarking, Accounting, Financial Reporting, Process Improvement, Financial Modeling, Dashboarding, Recruiting, Sourcing, Human Resources, Technical Recruiting, Vendor Management, Temporary Placement, Applicant Tracking..., Executive Search, Talent Acquisition, QuickBooks, Talent Management, Cost Accounting, Cash Flow, Internal Controls, Payroll, Finance, Management, Budgets
Education
University of California, Riverside 1991 — 1994
BA, Business Admin
Mead 1988 — 1990
High school
NVIDIA Corporation July 2007 - Present
Electronic Arts, Inc. May 2002 - July 2007
Arthur Andersen LLP July 1999 - May 2002
U.S. Securities & Exchange Commission September 1994 - July 1996
Skills
International Tax, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax, US GAAP
Education
UC Davis School of Law
JD, Law
UCLA
BA, Accounting
Rio Tinto Minerals October 2011 - Present
Rio Tinto Minerals January 2009 - September 2011
Rio Tinto plc October 2005 - December 2008
Rio Tinto: U.S. Borax December 2002 - September 2005
Rio Tinto: US Borax November 2000 - November 2002
Rio Tinto: U.S. Borax March 1999 - October 2000
Arthur Andersen LLP December 1995 - March 1999
First Interstate Bank June 1993 - November 1995
Skills
Active Certified Public..., Lean Six Sigma..., Economic Evaluation..., Building on Talent..., OLP and BLP training..., Founding member of..., Participated on union..., Coached 8 youth sports..., Member of Toastmasters..., Mergers, Budgets, Mergers & Acquisitions, Auditing, Process Improvement, Analysis, Cash Flow, Finance, Internal Controls, Management, Minerals, Contract Negotiation, Negotiation, Internal Audit, Payroll, Accounting, Cost Accounting, Six Sigma, Due Diligence, Change Management, CPA, Financial Modeling, Financial Analysis, Pricing, Risk Assessment, Mining, Business Process..., Financial Reporting
Education
University of California, Santa Barbara 1989 — 1993
Business Economics, Accounting emphasis
St. Francis High School - La Canada, California 1985 — 1989
Holy Family Grade School - Glendale, California 1980 — 1985
St Cecilia Grade School - Orange County, California 1978 — 1980
EY May 2002 - Present
Arthur Andersen LLP November 1996 - May 2002
Arthur Andersen SC September 1991 - November 1996
Skills
Accounting, Financial Accounting, Auditing, SEC filings, Financial Analysis, Assurance, Sarbanes-Oxley Act, Internal Controls, External Audit
Education
University of Bath 1990 — 1994
BSc, Business Administration
McKesson March 2014 - Present
Symantec January 2010 - February 2014
Deloitte Tax LLP May 2002 - December 2009
Arthur Andersen LLP June 2001 - May 2002
PeopleSoft February 2000 - June 2000
Iron Mountain February 1998 - February 2000
Franklin Templeton Investments January 1996 - February 1998
Western Pacific Securities August 1991 - September 1995
Skills
Tax, Corporate Tax, Auditing, Accounting, Financial Reporting, CPA
Education
University of Southern California - Marshall School of Business 2000 — 2001
MBT, Taxation
University of California, Davis 1986 — 1991
BS, Agricultural & Managerial Economics
First American Financial Corporation 2014 - Present
First American Financial Corporation 2013 - Present
City National Bank 2011 - 2013
Southern California Edison 2009 - 2011
Taco Bell Corp. 2006 - 2009
DLC 2002 - 2006
Arthur Andersen LLP 2000 - 2002
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Fiesta Restaurant Group October 2012 - Present
Clearwire October 2010 - July 2012
Asurion Corporation May 2010 - October 2010
Asurion August 2009 - May 2010
Windstream Corporation March 2003 - November 2009
Alltel 2003 - 2006
Boeing August 2002 - March 2003
Andersen July 1996 - July 2002
Arthur Andersen, LLP 1996 - 2002
Skills
Financial Reporting, Billing, SEC reporting, Mergers, Process Improvement, Internal Audit, Accounting, SEC filings, Auditing, Finance, Corporate Finance, Forecasting, Invoicing, Financial Analysis, Mergers & Acquisitions, Internal Controls, Revenue Assurance, Financial Modeling, Sarbanes-Oxley Act, Budgets, Financial Accounting, Risk Management
Education
University of Arkansas 1990 — 1996
BS, MAcc, Math, French, Accounting
University of Arkansas 1990 — 1996
Bachelor's in Math, Master's of Accountancy, Math, Accounting
Thompson Tax & Associates LLC November 2010 - Present
Deloitte Tax March 2004 - October 2010
PricewaterhouseCoopers LLP June 2002 - February 2004
Arthur Andersen LLP June 1997 - June 2002
California State Board of Equalization September 1992 - May 1997
Skills
Use Tax, Sales Tax, Indirect Taxation, Taxware, Oracle E-Business Suite, Oracle Financials, Tax Compliance, Tax Audits, Tax Research, Tax, Tax Services, Tax Advisory, OneSource, SAP, Vertex, Sabrix, SAP R/3, ERP, ERP Implementations, SAP Implementation, Software Integrations, Sales & Use Tax, International Tax, Corporate Tax
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Econcomics with an emphasis in Accounting
Rescue My Gadget April 2001 - Present
eSentio Technologies March 2003 - March 2007
Premier Foods, LLC June 2001 - December 2003
Cisco Systems April 2000 - May 2001
SRA International January 1998 - April 2000
Arthur Andersen, LLP March 1992 - September 1997
Skills
Management, Professional Services, Business Development, Integration, Business Process..., Risk Management, Program Management, Leadership, IT Strategy, Poker, Business Analysis, Cloud Computing
Education
University of Central Florida - College of Business Administration 1987 — 1991
BSBA, Economics
Smule, Inc. April 2010 - Present
Engine Yard, Inc. July 2008 - March 2010
Tumbleweed Communications Corp. 2000 - June 2008
Hewlett-Packard Company 1997 - 2000
Arthur Andersen LLP 1993 - 1997
Skills
Start-ups, Enterprise Software, Forecasting, SaaS, Strategic Partnerships, Management, Strategy, Cloud Computing, Product Management, Salesforce.com, Analytics, Mergers, Competitive Analysis, Professional Services, Go-to-market Strategy, Sarbanes-Oxley Act, Auditing, Business Development, Process Improvement, Leadership, Entrepreneurship, Integration, Venture Capital, CRM, Project Management, Scalability, Revenue Recognition, Mobile Devices, IPO, Lead Generation, Solution Selling, Executive Management, Outsourcing, Cross-functional Team...
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA
University of California, Los Angeles 1989 — 1993
B.A.
BioSurplus March 2010 - November 2014
Skylit Medical August 2014 - Present
MDRejuvena, Inc. August 2014 - Present
Recros Medica August 2014 - Present
RA Capital Advisors LLC December 1994 - February 2010
FeRx Incorporated December 1994 - June 1998
Arthur Andersen LLP September 1991 - December 1994
Skills
Mergers, Valuation, Leadership, Restructuring, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Start-ups, Biotechnology, Private Equity, Business Strategy, Venture Capital, Executive Management, Corporate Governance, Entrepreneurship, Investments, Analysis, Management, Strategy, Auditing, Investment Banking, Accounting, Financial Structuring, Corporate Development, Divestitures, IPO, Private Placements, Equities, Risk Management, Cash Flow, SEC filings, Public Companies, Venture Financing, Acquisition Integration, Investor Relations
Education
University of California, Los Angeles 1987 — 1991
Bachelors, Economics/Business
City of Los Angeles June 2013 - Present
Self-Employed January 2010 - May 2013
City of South Lake Tahoe March 2005 - July 2009
BearingPoint July 2001 - July 2003
Arthur Andersen LLP 2001 - 2002
California ISO April 1997 - July 2000
Bechtel Enterprises June 1997 - January 2000
EnergyWorks July 1998 - March 1999
California Public Utilities Commission March 1992 - March 1997
Crosby, Heafey, Roach & May September 1988 - March 1992
Skills
Program Management, Management Consulting, Mergers, Energy, Strategic Planning, Start-ups, Due Diligence, Renewable Energy, Strategy, Business Strategy, Entrepreneurship, Mergers & Acquisitions, Analysis, Finance, Management, Contract Negotiation, Project Management, Nonprofits, Government, Leadership, Project Planning, Solar Energy, Procurement, Policy, Sustainability, Negotiation, Intellectual Property, Joint Ventures, Public Speaking, Litigation, Corporate Governance, Project Finance, Venture Capital
Education
University of California at Berkeley
B.S., Electrical Engineering & Computer Science
University of Pennsylvania, Wharton School
MBA, Finance
University of San Francisco
Juris Doctor, Law
U.S. Department of the Treasury June 2009 - Present
American Legacy Tax & Finances January 2009 - June 2009
Ash Grove Cement company September 2006 - December 2008
RSM McGladrey 2004 - 2006
Clifton Gunderson LLP 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Education
University of Central Missouri 1995 — 2000
BSBA & MBA, Accounting & Taxation
Marketo February 2013 - Present
Oracle February 2008 - February 2013
Strategic Vision Consulting, Inc July 2002 - February 2008
Arthur Andersen, LLP May 2000 - July 2002
Skills
Customer Relations, Enterprise Software, Cloud Computing, Sales Management, Solution Architecture, SaaS, Customer Service, CRM, Sales, Strategy, SDLC, IT Strategy, Pre-sales, Business Development, Professional Services, Project Management, Solution Selling, Demand Generation, Siebel, Sales Process, Business Intelligence, Oracle, Direct Sales, Product Management, Analytics, Management Consulting, Marketing Automation, Salesforce.com
Education
University of California, San Diego 1995 — 1999
BS, Management Science, Minor: Psychology
El Camino Fundamental High School
Fusion Family Wealth January 2014 - February 2015
Arthur Andersen LLP September 1969 - December 2001
Skills
Accounting, Financial Reporting, Tax, Management, Budgets, Auditing, Process Improvement, Management Consulting, GAAP, Corporate Tax, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis
Education
University of Bridgeport 1963 — 1967
BS, Accounting
Bipartisan Policy Center, Inc. 2011 - Present
Saudi Aramco 2003 - 2010
JR Simplot Company 2000 - 2002
Micron Electronics Inc. 1998 - 2000
Saudi Aramco 1990 - 1997
Arthur Andersen LLP 1986 - 1990
Skills
CPA, Budgets, Analysis, Accounting, Auditing, Finance, Internal Audit, Management, Strategic Financial..., SAP, Corporate Finance, ERP, Nonprofits, Microsoft Office, Financial Risk
Education
University of Arizona 1982 — 1986
BSBA, Accounting, with highest distinction
Uversity, Inc. October 2011 - Present
Jobvite April 2009 - October 2011
Trulia, Inc. May 2006 - April 2009
Yahoo! August 2003 - May 2006
Knight Ridder Digital April 2000 - August 2003
Knight Ridder Digital April 2000 - August 2003
Knight Ridder Inc. June 1999 - April 2000
Arthur Andersen LLP December 1994 - June 1999
Skills
Product Management, Product Development, Strategic Planning, Product Marketing, New Business Development, Financial Analysis, Management Consulting, PHP
Education
University of the Pacific 1992 — 1994
Bachelor of Science
UCLA 1991 — 1992
GE Transportation February 2008 - Present
Koch Industries November 2006 - February 2008
GE Corporate May 2003 - November 2006
Deloitte February 2002 - April 2003
Arthur Andersen LLP January 1996 - January 2002
United States Marine Corps November 1989 - August 1993
Skills
CPA, Six Sigma, Green Belt, Tax, Tax Research, FAS109, Subpart F, International..., Tax-planning, International Tax..., Tax Treaties, M&A tax, Financial Reporting, International Tax, US GAAP, Sarbanes-Oxley Act, Restructuring, Corporate Tax, Tax Accounting, Tax Law, Income Tax, Transfer Pricing, SEC filings, Auditing, Tax Advisory, GAAP, Mergers & Acquisitions, IFRS, Internal Controls, Due Diligence, Cost Accounting, Accounting, Partnership Taxation, Indirect Taxation, Acquisition Integration, FIN 48, Cash Flow, Big 4, Tax Preparation, Financial Audits, Forecasting, Tax Returns, Consolidation, VAT, Strategic Financial..., Financial Accounting, Managerial Finance, Corporate Finance
Education
University of North Texas 1993 — 1997
Master of Science (M.S.), Accounting - Taxation
University of North Texas 1993 — 1997
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1987 — 1989
Siri & Glimstad LLP October 2011 - Present
Latham & Watkins LLP 2005 - October 2011
Supreme Court of Israel 2004 - 2005
Curtis, Mallet-Prevost, Colt & Mosle LLP May 2003 - August 2003
Arthur Andersen LLP 1999 - 2000
Skills
Litigation, Commercial Litigation, Civil Litigation, Appeals, Legal Research, Corporate Law, Legal Writing, Arbitration, Courts, Class Actions, Trade Secrets, Mediation
Education
University of California, Berkeley - School of Law 2001 — 2004
JD, Law
New York University, Real Estate Institute 2000 — 2001
MS (non universa), Real Estate
Yeshiva University 1997 — 1999
BS, Accounting
The Gehr Group March 2015 - Present
The Gehr Group January 2010 - Present
The Gehr Group 2009 - January 2010
Gehr Industries 1995 - May 2009
Gehr International 1995 - May 2009
Arthur Andersen LLP July 1986 - September 1995
Skills
Business Strategy, Strategic Planning, Management, Corporate Finance, Acquisition Integration, Mergers, Process Improvement, Business Planning, Change Management, Strategic Financial..., ERP Implementations, Manufacturing, Entrepreneurship, Accounting, Due Diligence, Financial Modeling, Financial Analysis, IT Strategy, IT Management, Financial Reporting, Real Estate Financing, Secured Financing, Venture Financing, Business Process..., Operational Risk..., Risk Management, HR Policies, Employee Benefits, Deferred Compensation, CPA, Operational Excellence, Financial Forecasting, Leadership, Executive Management, Finance, IPO, Auditing, Mergers & Acquisitions, Investments, Start-ups, Strategy, SEC filings, Divestitures
Education
University of Southern California 1984 — 1986
MBA, Finance
University of California, Los Angeles (UCLA) 1981 — 1984
BA, Psychology
Shea Homes September 2012 - Present
Private Company December 2009 - October 2012
Own Firm in Real Estate Finance/Operations and Acting CFO February 2009 - September 2012
CoreLogic February 2011 - August 2011
Standard Pacific Corp. December 1989 - February 2009
Arthur Andersen LLP December 1980 - December 1989
Education
University of Arizona 1976 — 1980
BSBA, Business/Accounting
Safeway, Inc. November 2010 - Present
Deloitte & Touche LLP 2009 - 2010
Wind River Systems 2005 - 2009
Symantec Corp. 2004 - 2005
Ernst & Young LLP 2002 - 2004
Arthur Andersen LLP 1999 - 2002
Skills
IT Audit, Vendor Management, Software Licensing, Strategic Planning, Business Development, IT Asset Management, Contract Negotiation, Management, Disaster Recovery, Strategic Leadership, Vendor Relationships, Software Assurance, Strategy, Software Compliance, Consulting, Leadership, Program Management, Strategic Partnerships, IT Strategy, Information Security
Education
University of California, Davis 1995 — 1999
Bachelor of Science (BS)
Sousa & Weber, LLP September 2008 - Present
Activision, Inc. June 2005 - April 2008
MGM Studios October 2003 - June 2005
Ernst & Young LLP May 2002 - October 2003
Arthur Andersen LLP December 1998 - May 2002
Skills
Tax, Auditing, Bookkeeping, GAAP, Internal Controls, Payroll, Fixed Assets, Cost Accounting, Financial Reporting, SEC filings, Accounting, Sarbanes-Oxley Act, Financial Analysis, Executive Management, Income Tax, Managerial Finance, Tax Accounting, Sarbanes-Oxley, External Audit, Consolidation, Corporate Finance, US GAAP, Financial Audits, Financial Accounting, Revenue Recognition, Mergers & Acquisitions, Internal Audit, Finance, Financial Statements, Accounts Payable, Budgets, CPA, SAP, SEC Filings
Education
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts, Psychology and Business Economics with an Emphasis in Accounting
H. F. Partlow Web Development August 2012 - Present
Superb Muzic Productions, LLC July 2004 - Present
LECG 2007 - 2010
LECG 2005 - 2007
Deloitte & Touche 2002 - 2005
Federal Reserve Bank of San Francisco 2000 - 2002
Federal Reserve System 1999 - 2000
Bank of America 1993 - 1998
Arthur Andersen LLP 1990 - 1992
KPMG 1986 - 1990
Skills
Project Planning, Project Implementation, Web Project Management, HRIS, Recruitment/Retention, College Recruiting, Web Design, Website Development, Technical Recruiting, Office Administration, Administration, Vendor Management, System Administration, Management, Onboarding, Business Development, Social Networking, Strategy, Marketing Strategy, SEO, Human Resources, Event Planning, Recruiting, Web Development, Project Management, Training, SDLC, Employee Benefits, Budgets, Leadership, Cross-functional Team..., Talent Management, CRM, Management Consulting, Strategic Planning, Business Strategy, Data Analysis, Analytics, Entrepreneurship, Email Marketing, Access, Start-ups, Interviews, Facebook, Consulting, Marketing, Web Analytics, WordPress, Online Marketing, Software Documentation
Education
University of California, Riverside
B. A., Economics
Dale Carnegie Course - Effective Speaking & Human Relations
St. Andrews High School
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP September 2001 - May 2002
Skills
Payroll, Tax, Human Resources, Income Tax, Tax Accounting, Expatriate Tax, Big 4, Accounting, Tax Advisory, International Tax, Mirror/Shadow Payroll...
Education
University of California, Santa Barbara 1997 — 2001
B.A., Economics
Sellpoints, Inc. July 2014 - Present
Sellpoints, Inc. April 2013 - Present
SellPoint, Inc. 2010 - March 2013
Wachovia 2005 - 2009
Streamline Funding 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
Account Management, Rich Media, Digital Marketing, Lead Generation, SaaS, Online Advertising, Email Marketing, Business Development, Sales Management, Sales, Strategic Partnerships, Online Marketing, E-commerce, Integrated Marketing, Product Marketing, Management, Marketing Strategy
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Northgate High School
Royal Shell of the Islands, Inc. October 2007 - Present
Royal Shell Real Estate, Inc. 2007 - Present
R&L Carriers June 2005 - Present
RLR Investments, LLC June 2005 - Present
Deloitte Tax June 2002 - June 2005
Arthur Andersen, LLP September 1997 - June 2002
Mellott & Mellott, P.L.L January 1990 - September 1997
Skills
Corporate, Finance and..., Tax
Education
University of Cincinnati 1984 — 1998
Accounting
Xavier University 1988 — 1989
BSBA, Accounting
Moss Adams LLP July 2015 - Present
KPMG September 2008 - July 2015
Ernst & Young LLP May 1996 - August 2008
Arthur Andersen LLP February 1991 - May 1996
Price Waterhouse August 1988 - February 1991
State of California Department of Forestry and Fire Protection May 1984 - September 1984
Skills
Tax, Corporate Tax, International Tax, Transfer Pricing, Tax Advisory, Tax Accounting, Financial Services, Income Tax, Big 4, Tax Research, FIN 48, Partnership Taxation, US GAAP, CPA, Tax Law, IFRS, Due Diligence, Accounting
Education
University of California, Davis 1986 — 1988
MBA, Finance and Accounting
University of California, Davis 1980 — 1984
BS, Agricultural & Managerial Economics
School the World, non-profit April 2015 - Present
San Mateo Public Library Foundation January 2011 - June 2013
Whittman-Hart / marchFIRST/USWeb/CKS January 1997 - 2001
Arthur Andersen LLP October 1995 - December 1998
Skills
Digital Media, Digital Communication..., Non-profit Board..., Non-profit..., Integrated Marketing..., Social Media Marketing, Fundraising Campaign..., Project Management, Client Services, Business Development, Content Strategy, Brand Development
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
ISPI Charlotte March 2015 - Present
Gary DePaul Leadership Consulting May 2014 - Present
Lowe's Home Improvement December 2009 - July 2014
Gary DePaul Virtual Workshops August 2009 - April 2014
Ceridian February 2007 - September 2009
Fidelity National Information Services October 2003 - February 2007
Johnson Controls August 2002 - October 2003
Arthur Andersen, LLP August 1998 - July 2002
Skills
Leadership Development, Public Speaking, Consulting, Performance Improvement, Strategic Planning, Instructional Design, Curriculum Design, Project Management, Staff Development, Knowledge Management
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Ph.D., Adult and Continuing Education
University of Illinois at Urbana-Champaign
Ed.M., Adult and Continuing Education
University of Alabama at Birmingham
B.S., History, Philosophy
First Foundation, Inc. February 1999 - Present
Arthur Andersen, LLP February 1998 - December 1998
Skills
Portfolio Management, Financial Advisory, Wealth Management, Equities, Asset Allocation, Investment Management, Closed-end Funds
Education
UC Davis 1993 — 1997
Bachelor of Science (B.S.), Agricultural Economics
Genentech November 2014 - Present
Genentech December 2012 - October 2014
Genentech September 2010 - December 2012
Genentech July 2009 - September 2010
Genentech July 2006 - June 2009
Genentech June 2005 - July 2006
Johnson & Johnson 2002 - 2005
Excite@Home 2000 - 2002
Arthur Andersen, LLP 1998 - 2000
Huntington Memorial Hospital 1997 - 1997
Skills
Cross-functional Team..., Pharmaceutical Industry, Strategy, Managed Care, Biotechnology, Oncology, Management, Product Launch, Pharmaceutical Sales, Strategic Planning
Education
University of California, Los Angeles 1996 — 1998
MPH, Health Management
University of California, Los Angeles 1990 — 1995
BS, Physiological Science
Hewlett-Packard May 2010 - Present
HP 2006 - 2010
SO U REALLY WANTA KNOW January 2005 - January 2007
Hewlett-Packard November 2004 - May 2005
Intel Corporation September 2003 - October 2004
VITECH SYSTEMS GROUP INC. November 2002 - September 2003
PG&E February 2001 - October 2002
SRI International March 2000 - December 2000
GE Capital August 1997 - March 2000
ARTHUR ANDERSEN LLP January 1997 - August 1997
Skills
Procurement, E-procurement, Vendor Management, Strategy, Strategic Sourcing, Product Management, Cross-functional Team..., Process Improvement, Business Process..., Outsourcing, Supply Chain, Business Process, Supply Management, ERP, Software Project..., Project Management, Resource Management, Program Management, Solution Architecture, Requirements Analysis, Management, Software Documentation, IT Management, PMO, Requirements Gathering, Software Development, Business Requirements, Functional Requirements, Leadership, Business Analysis
Education
University of California, Los Angeles
BS, Economics
Epstein Becker & Green, P.C. July 2004 - Present
Arthur Andersen LLP July 1974 - June 2004
Education
University of Bridgeport 1970 — 1974
Bachelor of Science (B.S.), Accounting
Beecher Business Consulting July 2006 - Present
Ernst & Young May 2002 - July 2003
Arthur Andersen LLP February 1998 - May 2002
Ernst & Young June 1990 - February 1998
Skills
Employee Benefits, Human Resources, Mergers & Acquisitions, HRIS, Due Diligence
Education
University of California, Los Angeles 1982 — 1986
Bachelor in Arts, Sociology
Certain, Inc. December 2014 - Present
DemandScout June 2014 - November 2014
Adaptive Insights January 2014 - June 2014
Monster Worldwide 2005 - 2013
Maxim Integrated 2003 - 2005
Home 1997 - 2002
Arthur Andersen LLP 1995 - 1996
University of Georgia 1992 - 1994
Skills
Account Management, SaaS, Strategic Partnerships, Customer Success, Customer Retention, Customer Service, Customer Satisfaction, Training, Building Customer..., CRM, Business Development, Sales Presentations, Partner Management, Online Advertising, Digital Media, Partnerships, Partner Programs, Recruitment Advertising, Channel Partners, Business Analytics, Customer Oriented, Salesforce.com, Cloud Computing, Analytics, Partner Development, Channel Partner..., Managing Agency..., Channel Partner..., Internet Recruiting, Agency Relationship..., Internet, Web 2.0, Software, Channel
Education
University of California, Santa Cruz 1987 — 1991
BA, History
Nearon Enterprises July 2014 - Present
Prometheus Real Estate Group August 1997 - June 2014
Arthur Andersen LLP August 1995 - August 1997
Skills
Real Estate, Tax, Mergers, Investments, Due Diligence, Property Management, Leases, Real Estate Development, Real Estate Economics, Asset Management, Real Estate Transactions, Mergers & Acquisitions, Accounting, Valuation, Tenant, Risk Management, Investment Properties, Financial Analysis, Finance, Disposition, Corporate Governance, Commercial Real Estate, Apartments, Acquisitions, Dispositions
Education
University of California, Hastings College of the Law 1992 — 1995
Juris Doctorate
University of Oxford 1993 — 1993
International Law
University of California, Riverside 1988 — 1992
Double Baccalaureate with Honors, BS Economics, BA Political Science
University of San Francisco - School of Management
Accounting
Bartlett, Pringle & Wolf, LLP February 2004 - Present
KPMG, LLP October 2002 - February 2004
UC Santa Barbara June 1999 - June 2001
Arthur Andersen, LLC January 2001 - April 2001
Arthur Andersen, LLP June 2000 - September 2000
Skills
Auditing, Accounting, GAAP, Revenue Recognition, US GAAP, Financial Accounting, Internal Controls, Financial Reporting, CPA, General Ledger, External Audit, Cash Flow, Tax Accounting, Bookkeeping, IDEA Data Mining..., Teaching, Nonprofits, Financial Analysis
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
salesforce.com September 2012 - Present
Salesforce.com July 2010 - August 2012
Google July 2007 - March 2010
BearingPoint, Inc. July 2002 - June 2007
Arthur Andersen, LLP January 2001 - June 2002
GMAC-RFC, Asset Resolution Division January 1998 - April 2000
Skills
CRM, Enterprise Software, Integration, Salesforce.com, SaaS, Cloud Computing, Management, PMP, Solution Selling, PaaS, Lead Generation, Marketing Automation, Account Management, Sales Process, Professional Services, Analytics, Product Management, Sales Enablement, Demand Generation, Business Intelligence
Education
University of California, Santa Barbara 2004 — 2006
MA, Communication
University of California, San Diego 1994 — 1998
BA, Communication and Economics
Select Staffing May 2011 - Present
Brownstein Hyatt Farber Schreck July 2001 - May 2011
Star Telecommunications Inc 1997 - 1999
Latham & Watkins 1996 - 1997
Arthur Andersen LLP January 1994 - 1997
Education
University of California, Santa Barbara 1990 — 1993
BA, Business Economics Emphasis Acct
Andersen Tax (formerly WTAS) September 2014 - Present
WTAS LLC September 2004 - September 2014
Huron Consulting Group June 2002 - September 2004
Arthur Andersen LLP May 2001 - June 2002
Skills
Business Valuation, Valuation, Financial Modeling, Mergers, Equity Valuation, Financial Reporting, DCF, Purchase Price..., 409A, Impairment Testing, Corporate Finance, Start-ups, Finance, Financial Analysis, IPO, Forecasting, Mergers & Acquisitions, Accounting, Corporate Development, Venture Capital
Education
University of California, Berkeley
BA
University of California, Berkeley, Haas School of Business
BS
Kenneth Jarvis PLLC January 1997 - Present
Medical Education Technologies Incorporated February 1998 - January 2005
Arthur Andersen LLP September 1996 - February 1998
Sourthern States Utilities April 1991 - September 1996
Skills
Accounting, Internal Controls, Management, Tax, Managerial Finance, Strategic Financial..., QuickBooks, Budgets, Cash Flow, Finance, Analysis, Strategic Planning, Leadership
Education
University of Central Florida
Masters of Science in Accounting, Accounting
Southern California Edison (SCE) March 2014 - Present
Southern California Edison, Customer Service, DSM Strategy & Compliance December 2010 - Present
Southern California Edison, Transmission & Distribution, Business Planning & Financial Management 2008 - 2010
Los Angeles Times 2005 - 2008
Ingram Micro 2001 - 2005
Ingram Micro 2000 - 2001
Toyota 1998 - 2000
Toyota 1996 - 1998
Arthur Andersen LLP 1995 - 1996
Simpson & Company 1993 - 1995
Skills
Strategic Planning, Strategy Development, Business Planning, Financial Analysis, Financial Planning, Financial Modeling, Project Management, Litigation Consulting, Forecasting, Product Marketing, Internal Audit, Energy Efficiency, Public Policy, Strategy, Strategic Financial..., Management, Business Strategy, Analysis, Program Management, Marketing Strategy, Budgets, Business Development, Leadership, Performance Management, Project Planning, Market Analysis, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Business Process, Executive Management, Energy, Analytics, Management Consulting, Competitive Analysis, Finance, Integration, Policy, Start-ups, Mergers & Acquisitions, Change Management, Pricing, Vendor Management, CRM, Renewable Energy, Portfolio Management, Product Management, Project Portfolio..., Energy Policy
Education
University of Chicago
M.A.
UCLA
B.A.
Boeing Realty Corporation November 2002 - Present
Arthur Andersen, LLP January 2000 - November 2002
Walt Disney Company March 1997 - January 2000
Ernst & Young, LLP September 1993 - March 1997
Education
University of California, Irvine
University of Southern California - Marshall School of Business
MBA
American Red Cross March 2007 - March 2012
Copacino+Fujikado LLC June 2003 - August 2006
Belo Corporation 2002 - 2003
Arthur Andersen LLP December 1999 - June 2002
Redmond Youth Partnership March 1999 - December 1999
Education
UC San Diego 1991 — 1995
Fox, Shjeflo, Hartley & Babu, LLP 2008 - 2012
VantagePoint Venture Partners 2007 - 2008
San Francisco Public Defender's Office 2006 - 2006
San Francisco City Attorney's Office 2004 - 2004
Hewlett-Packard Company January 2001 - August 2003
Arthur Andersen, LLP 2000 - 2001
BA Investment Services, Inc. (A BankAmerica Company) 1995 - 1998
Accenture (formerly Andersen Consulting LLP) 1994 - 1995
Education
University of California, Hastings College of the Law
Juris Doctor
University of California, Davis - Graduate School of Management
Master of Business Administration (MBA)
California State University, Hayward
Bachelor of Science (BS), Business Administration - Finance
Axia Resources October 2008 - Present
Paymetric, Inc. May 2006 - September 2008
Pentasafe / NetIQ 2002 - 2003
Arthur Andersen LLP January 2000 - June 2001
Education
University of Arkansas at Fayetteville 1995 — 1999
Bachelor of Science (BS), Accounting
DIRECTV October 2014 - Present
DIRECTV June 2009 - September 2014
BDO Seidman, LLP January 2005 - August 2008
KPMG June 2002 - December 2004
Arthur Andersen, LLP January 2001 - May 2002
Skills
SOX, Internal Controls, Internal Audit, US GAAP, Sarbanes-Oxley Act, SEC filings, GAAP, Financial Analysis, Financial Reporting, SEC Filings, Auditing, Accounting, Financial Modeling
Education
University of California, Santa Barbara 1995 — 1999
Business Economics, Accounting Emphasis
Orrick Herrington & Sutcliffe LLP September 2006 - Present
FTI Consulting 2003 - 2006
KPMG 2002 - 2003
Arthur Andersen LLP 1978 - 2002
Andersen 1978 - 2002
Skills
Litigation Support, Corporate Governance, Mergers & Acquisitions, Litigation Consulting, Due Diligence, Financial Modeling, Financial Analysis, Restructuring, Forensic Accounting, SEC filings, Corporate Finance, Fraud, Private Equity
Education
University of California, Berkeley 1968 — 1973
Littler Mendelson January 2011 - Present
Littler Mendelson 2003 - 2007
Arthur Andersen LLP 1997 - 2000
Skills
Employment Law
Education
University of California, Los Angeles 1989 — 1994
Golder Associates Ltd. March 2013 - Present
Avalanche Canada May 2014 - Present
Canadian Avalanche Centre September 2011 - May 2014
Under the Roof Decorating April 2004 - March 2012
Arthur Andersen, LLP 1999 - 2001
Skills
Marketing Communications, Project Management, Product Development, Strategic Planning, Business Strategy, New Business Development, Change Management, Business Process..., Marketing Strategy, Business Analysis, Entrepreneurship, Process Improvement, Management, Strategy, Public Speaking
Education
University of Calgary 1986 — 2003
Doctor of Philosophy (Ph.D.), Geographic Information Science and Cartography
Kaiser Foundation Health Plan 2012 - Present
KPMG, LLP 2006 - 2011
Navigant Consulting 2004 - 2006
KPMG, LLP 2002 - 2003
Arthur Andersen, LLP 2001 - 2002
Skills
Risk Management, Business Intelligence, Compliance, Mentoring, Training & Development, Data Analysis, Application Development, Litigation Support, Project Coordination, Arbitration, Access, Forensic Accounting, Budgeting, Budgets, Change Management, Employee Training, Forecasting, Software Development, Strategy, Project Management, Management, Financial Analysis, Analysis, Leadership, Analytics, Strategic Planning
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA
University of California, Los Angeles
BA, Business Economics
Broadcom February 2011 - Present
Broadcom March 2006 - March 2011
Broadcom May 2002 - March 2006
Broadcom Corp December 2000 - May 2002
Conexant Systems, Inc. 1999 - 2000
ITT Industries August 1997 - June 1999
Arthur Andersen LLP May 1995 - August 1997
Education
University of California, Berkeley 1991 — 1995
BA, Economics
Brighter February 2015 - Present
Telescope March 2013 - January 2015
The Walt Disney Company December 2008 - February 2013
The Walt Disney Company October 2008 - December 2008
The Walt Disney Company July 2007 - September 2008
The Walt Disney Company June 2004 - June 2007
Countrywide Home Loans January 2003 - May 2004
Stanley Black & Decker, Inc. May 2002 - January 2003
ARTHUR ANDERSEN LLP January 2000 - January 2002
Skills
Forecasting, Financial Reporting, Budgeting, Executive Management, Financial Planning, Financial Analysis, Financial Accounting, P&L Management, SEC reporting, Accounting, Corporate Finance, Mergers, Acquisition Integration, Strategic Planning, Budget Management, Budgets, Due Diligence, Mergers & Acquisitions, Management, Finance, SEC filings, Start-ups, Strategy, Business Strategy, Analytics, Leadership, Analysis
Education
University of California, Santa Barbara 1997 — 2000
BA, Business Ecomomics with Emphasis in Accounting, High Honors
American School in London 1995 — 1997
High School
North Highland April 2014 - Present
TRX, a Concur Company 2012 - 2014
TRX 2004 - 2012
GE Energy 2003 - 2004
Mirant 2001 - 2003
Arthur Andersen LLP 1993 - 2001
Skills
Financial Analysis, Business Development, SEC filings, Due Diligence, Strategic Planning, Sarbanes-Oxley Act, Cross-functional Team..., Mergers & Acquisitions, Mergers, Accounting, Financial Modeling, Business Process..., Financial Reporting, Business Analysis, Contract Negotiation, Process Improvement, Executive Management, Finance, Strategy, Management, Corporate Finance, Forecasting, Risk Management, Management Consulting, Acquisition Integration, Business Strategy
Education
University of Notre Dame 1989 — 1993
BBA, Accountancy
University of Central Florida
MBA
Bishop Moore High School 1985 — 1989
Texas Homeless Network 2011 - Present
Sexing Technologies 2008 - 2010
The Corky McMillin Companies 2005 - 2007
Broe Companies 2003 - 2005
Honeywell International 2002 - 2003
Arthur Andersen, LLP 2000 - 2002
Arthur Andersen 1997 - 2000
Magellan Real Estate Corporations 1995 - 1997
Heinfeld & Meech 1994 - 1995
Skills
Financial Reporting, Internal Controls, General Ledger, Sarbanes-Oxley Act, Auditing, Accounting, Forecasting, Account Reconciliation, Cash Flow, GAAP, Financial Accounting, Internal Audit, Budgets, Process Improvement, Consolidation, Financial Statements, Analysis, Accruals, Financial Analysis, Finance, Leadership
Education
University of Arizona 1990 — 1993
Bachelor, Accounting
Zurita CPA July 2011 - Present
Los Angeles Unified School District September 2007 - Present
PricewaterhouseCoopers LLP November 2004 - May 2007
Lopez and Company LLP January 2003 - October 2004
Sigue Corporation August 2002 - January 2003
Arthur Andersen LLP May 2000 - May 2002
El Gallo Giro 2000 - 2000
Education
University of California, Santa Barbara 1995 — 1999
BA, Accounting
Wilson High School
HPM Partners LLC October 2014 - Present
Chicago Foundation for Women July 2010 - Present
Barclays, Wealth and Investment Management September 2008 - October 2014
Lehman Brothers February 2006 - September 2008
Goldman Sachs/Ayco Company 1996 - 2006
Arthur Andersen LLP March 1994 - October 1996
Holleb & Coff September 1992 - March 1994
Kirkland & Ellis LLP 1988 - 1989
Education
University of Chicago Law School 1989 — 1992
J.D.
Williams College 1984 — 1988
B.A., Chemistry
New Trier High School
RateSpecial Interactive LLC November 2010 - Present
Control Room August 2009 - November 2013
Live Earth August 2009 - November 2013
Fox August 2008 - August 2009
Warner Music Group March 2007 - October 2007
Decurion / Pacific Theatres March 2005 - February 2007
Stonefield Josephson, Inc. December 2001 - April 2005
Arthur Andersen LLP January 2000 - December 2000
Starbuck Tisdale 1998 - 2000
Arthur Andersen LLP June 1999 - September 1999
Skills
Accounting, US GAAP, Financial Reporting, Revenue Recognition, SEC filings, Financial Modeling, Financial Analysis, Auditing
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business Economics, Emphasis in Accounting and Psychology
University of Georgia August 2011 - Present
Rice University July 2004 - June 2011
Stone Analytics Inc. 1999 - 2002
Arthur Andersen LLP 1996 - 1997
Education
Bishop Walsh 1988 — 1993
University of California, San Diego
PhD, Economics
Washington and Lee University
BA, Economics
EarthLink May 2009 - Present
The Heights at Spring Road Homeowner's Association October 2001 - Present
Yancey Bros. Co. May 2007 - May 2009
Gold Kist Inc. February 2006 - April 2007
BCD Travel (f/k/a World Travel Partners) May 2005 - February 2006
Zemex Industrial Minerals November 2003 - April 2005
Grant Thornton, LLP May 2002 - October 2003
Arthur Andersen LLP June 1999 - April 2002
ProAssurance (f/k/a Medical Assurance) September 1997 - December 1998
Skills
Tax, Income Tax, FIN 48
Education
University of Alabama at Birmingham 1997 — 1999
M.Ac., Tax Concentration
University of Alabama at Birmingham 1993 — 1997
B.S., Accounting
Hewitt Trussville High School
Ship 2 Storage January 2008 - Present
First Pacific Properties January 2004 - Present
Arthur Andersen LLP 1992 - 1997
Skills
Foreclosures, Investment Properties, Real Estate, Short Sales, Sellers, Real Estate Transactions, Single Family Homes, REO, Real Estate Development, Residential Homes, First Time Home Buyers, Property Management, Condos
Education
University of California, Santa Barbara 1987 — 1990
American States Utility Services Inc. November 2012 - Present
Golden State Water Company December 2006 - November 2012
The Walt Disney Company May 2004 - March 2006
BDO Seidman, LLP July 2002 - April 2004
Arthur Andersen, LLP September 2001 - April 2002
Skills
SOX, Consolidation, Financial Reporting, Accounting, Financial Audit, Operations Audit, Employee Benefit Plans..., Sarbanes-Oxley Act, Auditing, Variance Analysis, Finance, US GAAP, Internal Audit, Sarbanes-Oxley, SEC filings, GAAP, General Ledger, Internal Controls, SEC Filings, Process Improvement, Budgets, Financial Analysis
Education
University of California, Los Angeles 1999 — 2001
BA, Business Economics (Minor in Accounting)
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP 2001 - 2002
Ernst & Young LLP 1985 - 2001
Skills
International Tax, SEC filings, Tax, Big 4, Income Tax, US GAAP, Tax Research, Corporate Tax, CPA, Tax Accounting, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions
Education
University of Southern California 1988 — 1990
Masters, Business Taxation
University of California, Los Angeles 1980 — 1985
BA, Economics/Business
Fortiss 2006 - Present
WNC First Insurance Services, Inc. 2005 - 2006
Trust Company of the West 2001 - 2005
The Irvine Company 2000 - 2001
Arthur Andersen, LLP 1998 - 2000
Westfield Corporation 1995 - 1997
Panda Management Company 1993 - 1995
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Management, Payroll, Process Improvement, Sarbanes-Oxley Act, Tax
Education
University of California, Riverside 1987 — 1991
Del Taco September 2003 - Present
KPMG July 2002 - August 2003
Arthur Andersen LLP 1995 - 2002
Irvine Apartment Communities 1994 - 1995
Education
University of California, Irvine 1990 — 1995
BA & MBA, Econ undergrad and MBA
University of California, Irvine - The Paul Merage School of Business
Peters Consulting February 2015 - Present
Pacific Gas and Electric Company June 2014 - February 2015
Pacific Gas and Electric Company April 2012 - May 2014
Independent Contractor April 2011 - March 2012
GenOn Corporation (formally Mirant Corporation) March 2005 - March 2011
Habif, Arogeti & Wynne, LLP January 2003 - March 2005
American Tower Corporation June 2002 - January 2003
Chick- Fil -A Corporation December 2001 - June 2002
Arthur Andersen, LLP October 2000 - December 2001
Skills
Auditing, Financial Analysis, Internal Controls, Internal Audit, Sarbanes-Oxley Act, General Ledger, Process Improvement, Finance, Accounting, GAAP, US GAAP, Financial Reporting
Education
University of Alabama at Birmingham 1995 — 2000
University of Alabama at
BS, Accounting
Executive Benefits Specialists Tax SpecialistWarren, Averett, Kimbrough & Marino, LLC2004 - 2006
Arthur Andersen, LLP 1997 - 1999
Ernst & Young 1983 - 1988
Education
University of Alabama at Birmingham
HCVT October 2007 - Present
WTAS July 2002 - October 2007
Arthur Andersen LLP September 1995 - July 2002
Deloitte 2002 - 2002
Andersen 1995 - 2002
Skills
Training, Corporate Tax, Management Consulting, Performance Management, Tax, Talent Acquisition, Mergers & Acquisitions, Deferred Compensation, International Tax, Talent Management, Tax Research, Human Resources, Management, Succession Planning, Recruiting, SEC filings, Tax Accounting
Education
University of California, Los Angeles 1990 — 1995
Cherry Bekaert LLP August 2015 - Present
Cherry Bekaert LLP July 2012 - July 2015
Brown, Edwards & Company, L.L.P. June 2011 - July 2012
Cherry, Bekaert & Holland, L.L.P. November 2010 - June 2011
McLeod & Company October 2007 - November 2010
Pulte Homes 2001 - 2002
Arthur Andersen, LLP January 1996 - February 2001
Skills
General Ledger, Tax, Accounting, CPA, GAAP, Financial Reporting, Account Reconciliation, Auditing, Assurance, Microsoft Excel, Internal Controls, Financial Analysis, Financial Accounting, Tax Preparation, Budgets, SEC filings, Cash Management, Financial Statements
Education
University of Central Florida - College of Business Administration 1995 — 1997
Master of Science, Accounting
University of South Florida - College of Business Administration 1992 — 1994
Bachelor of Science, Accounting
Toyota USA 2001 - Present
Toyota USA April 2004 - December 2013
Toyota USA May 2001 - April 2004
Pacific Century Bank 1998 - 2001
Arthur Andersen LLP 1995 - 1998
Skills
Financial Analysis, Business Planning, Financial Modeling, Cost Reduction, Automotive
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts, Business Economics
Blue Skies, LLC September 2004 - Present
Plutus Enterprises 2001 - 2004
Arthur Andersen LLP 1994 - 2001
Skills
Business Analysis, JD Edwards, Budgets, Process Improvement, Business Development, Business Process..., Management Consulting, Management, Business Process, Project Management, Leadership
Education
University of California, Los Angeles
Accounting
Apple 2015 - Present
Apple 2012 - 2015
Apple Inc. 2011 - 2012
Starbucks Coffee Company 2009 - 2011
Starbucks Coffee Company 2006 - 2009
Starbucks Coffee Company 2002 - 2006
Arthur Andersen, LLP 2000 - 2002
Arthur Andersen, LLP 1996 - 2000
UCLA Career Center 1993 - 1996
UCLA Center for Communications Policy 1993 - 1996
Skills
Employee Relations, Talent Management, Succession Planning, College Recruiting, Onboarding, Employee Engagement, Performance Management, Talent Acquisition, Recruiting, Applicant Tracking..., Workforce Planning, Leadership, Leadership Development, Human Resources, Training, Team Building, Conflict Resolution
Education
University of California, Los Angeles 1992 — 1996
BA, Communication Studies
Walmart February 2015 - Present
Wal-Mart March 2009 - January 2015
Alltel January 2007 - March 2009
Alltel January 2002 - January 2007
Alltel January 2000 - January 2002
Alltel January 1998 - January 2000
Alltel January 1997 - January 1998
Alltel January 1995 - January 1997
Arthur Andersen LLP January 1992 - January 1995
Skills
Financial Analysis, Management, Process Improvement, Forecasting, Auditing, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Reporting, Internal Audit
Education
University of Arkansas 1988 — 1992
BSBA, Accounting
Julie Merrill Consulting June 2012 - Present
SweetLabs, Inc September 2008 - 2012
DivX, Inc. October 2000 - July 2005
Toyota Motor Sales, U.S.A. January 1999 - September 2000
Arthur Andersen, LLP October 1996 - January 1999
Skills
Mobile Devices, Start-ups, Product Management, Agile Methodologies, Business Modeling, Financial Modeling, Financial Analysis, Human Resource..., New Business Set-up, Accounting, Start-up Development
Education
University of California, Santa Barbara 1992 — 1996
BA, Business Economics with Accounting Concentration
Robert Half Management Resources April 2015 - Present
Horizons-AFTS January 2015 - April 2015
Barnes Dennig November 2013 - December 2014
Griffon Corporation November 2012 - September 2013
Robert Half Management Resources April 2007 - October 2012
Luxottica Retail North America September 2006 - April 2007
Grant Thornton LLP August 2003 - September 2006
Arthur Andersen LLP 1999 - 2002
Arthur Andersen LLP 1999 - 2002
Skills
Accounting, Tax, Auditing
Education
Birmingham Southern College
Bachelor of Science (BS), Business Administration
University of Cincinnati
Accounting
Diamond Generating Corporation December 2013 - Present
Southern California Edison September 2004 - December 2013
BearingPoint July 2002 - September 2004
Arthur Andersen LLP October 1994 - June 2002
Skills
Financial Analysis, SAP, Financial Reporting, Forecasting, Process Improvement, Accounting, Internal Controls, Auditing, Business Process..., Sarbanes-Oxley, Financial Modeling, Sarbanes-Oxley Act
Education
University of California, Los Angeles
Economics/Business
PC Mall, Inc. 2005 - Present
DIRECTV Group/Hughes Electronic Corporation 1998 - 2005
DIRECTV 1996 - 1998
Arthur Andersen LLP 1992 - 1996
Skills
Financial Reporting, Auditing, Forecasting, Financial Analysis, Analysis, Accounting, Corporate Finance
Education
University of California, Los Angeles
BA, Magna Cum Laude, Business-Economics
Liqui-Box September 2012 - Present
Sterling Commerce, Inc., an IBM Company March 1999 - March 2012
Arthur Andersen LLP January 1994 - March 1999
Skills
Tax, Accounting
Education
University of Houston 1991 — 1993
MS Accountancy
University of California, Los Angeles 1981 — 1986
BA Sociology
Seattle Children's Hospital 2007 - Present
Providence Health & Services 2005 - 2007
Kaiser Permanente 2002 - 2005
Arthur Andersen, LLP 2000 - 2002
Cedars-Sinai Medical Center 1999 - 2000
Children's Hospital Los Angeles CHLA 1998 - 1999
Skills
Strategic Planning, Business Planning, Project Management, Project Planning, Business Development, Financial Analysis, Healthcare Management, Healthcare, Hospitals, Program Management, Tableau, Microsoft Excel, PowerPoint, MapPoint, Pro Forma Development, Microsoft Office, Competitive Analysis, Demand Forecasting, Presentation Development, Capital Project Planning, Budget Forecasts, Market Analysis
Education
UCLA 1996 — 1998
Master of Public Health, Health Policy and Management
UCLA 1992 — 1996
Bachelor of Science, Neuroscience
Taupeka Law, LLC August 2015 - Present
Orange Beach Title, LLC March 2015 - Present
Cassady Taupeka, P.C. February 2015 - July 2015
Blackburn, Conner & Taupeka, P.C. May 2007 - January 2015
Taupeka & Co., Inc. November 2004 - May 2007
KPMG LLP 2002 - 2004
Arthur Andersen LLP 1995 - 2002
Skills
Real Estate, Real Estate Transactions, Private Equity, Contract Negotiation, Litigation, Commercial Litigation, Venture Capital, Bankruptcy, Civil Litigation, Corporate Law, Appeals, Finance, Joint Ventures, Investments, Arbitration, Legal Research, Commercial Real Estate, Negotiation, Asset Management, Legal Writing, Courts, Mediation
Education
University of Alabama 1992 — 1995
JD, Law
University of Florida 1985 — 1989
BSBA, Finance
Del Taco LLC December 2013 - Present
Quality Systems, Inc September 2012 - December 2013
Hansen Beverage Company/Monster Energy November 2011 - June 2012
Epicor Software Corp October 2010 - June 2011
Fuel Systems Solutions, Inc. November 2006 - June 2010
Fuel Systems Solutions, Inc. February 2006 - November 2006
DDi Corp. (aka Dynamic Details, Inc.) October 1998 - February 2006
Arthur Andersen LLP September 1995 - October 1998
Education
University of California, Los Angeles 1991 — 1995
B.A. Business Economics, with Specialty in Computing
Kaiser Permanente August 2013 - Present
Kaiser Permanente March 2010 - September 2013
Kaiser Permanente March 2008 - February 2010
Kaiser Permanente February 2005 - June 2008
Deloitte Consulting February 2000 - February 2005
Arthur Andersen LLP January 1998 - January 2000
Skills
Process Engineering, Change Management, Program Management, Billing, Six Sigma, Claims System..., Claims Administration, Business Transformation, Business Process, Risk Management, Business Planning, ERP, Project Planning, Leadership, Strategy, Claim, Process Improvement, Claim Investigation, Project Management, Cross-functional Team..., Business Process..., Healthcare Consulting, Healthcare Information..., Management, Consulting, Healthcare
Education
University of Southern California 1994 — 1997
BA
Cambridge University
Arthur Andersen LLP 1977 - 2001
Education
University of California, Berkeley
Bachelor of Science (B.S.), Master of Business Administration
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP July 1998 - May 2002
Skills
Tax, State Tax, Private Equity, Partnership Taxation, Corporate Tax, Income Tax, Tax Research, Restructuring, Management, CPA, Big 4
Education
University of California, Berkeley 1994 — 1998
B.A., Economics, Business Minor
AUHSD September 2002 - Present
Non Profit Business 1991 - 2004
Andersen Consulting 1982 - 1991
Arthur Andersen LLP 1982 - 1991
Skills
Curriculum Design, Program Development, Program Management, Project Management, Leadership, Management, Grant Writing, Curriculum Development, Public Speaking, Leadership Development, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA
University of California, Los Angeles
BA, Social Science
Valuation Research Corporation May 2011 - Present
Valuation Research Corporation March 2006 - April 2011
Huron Consulting Group July 2004 - March 2006
Independent Contractor May 1999 - May 2004
Arthur Andersen LLP June 1997 - May 1999
Skills
Business Valuation, Valuation, Equity Valuation, Financial Reporting, Intangible Assets, Goodwill Impairment, Business Combinations, Purchase Price..., 409A, Cheap Stock Valuation, Solvency Opinion, Fairness Opinions, Purchase Accounting, Enterprise Valuation, Company Valuation, Valuation Modeling, DCF Valuation, Chartered Financial..., Business, Financial Modeling, Due Diligence, Accounting, Management
Education
University of California, Berkeley
B.S., Business Administration
Amgen May 2014 - Present
Amgen 2007 - Present
Amgen June 2013 - April 2014
Amgen August 2012 - June 2013
Amgen August 2010 - August 2012
Amgen July 2008 - August 2010
Amgen February 2007 - July 2008
Legacy Partners 2002 - 2007
Arthur Andersen, LLP 2000 - 2002
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Cross-functional Team..., Process Improvement, Pharmaceutical Industry, Strategic Financial..., Biotechnology, Corporate Finance, Due Diligence, Acquisition Integration, Analysis, Consolidation, Finance, Leadership, Project Management, Sarbanes-Oxley Act, Financial Planning, Mergers
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Business Administration and Management, General
University of California, Santa Barbara 1997 — 2001
BA, Business Economics, Accounting Emphasis
Suncor Energy January 2009 - Present
Suncor Energy January 2007 - August 2009
Suncor Energy May 2006 - December 2006
Suncor Energy May 2003 - April 2006
Aquila Energy Canada September 2002 - May 2003
DELOITTE & TOUCHE (FORMERLY ARTHUR ANDERSEN, LLP) September 2001 - August 2002
ARTHUR ANDERSEN, LLP September 1997 - August 2001
ARTHUR ANDERSEN, LLP September 1995 - August 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Risk Assessment, Financial Risk, Business Process, Sarbanes-Oxley, SAP, Business Analysis, Leadership, Project Management, Business Process..., Management, Enterprise Risk..., Corporate Governance, Procurement, ERP, Change Management, Financial Analysis, Financial Reporting, IT Audit, Security, Risk Management, Quality Assurance
Education
Institute of Internal Auditors
Certified Internal Auditor (CIA), Internal Audit
University of Calgary
Bachelor of Commerce, Accounting
iHeartMedia, Inc. April 2013 - Present
DailyCandy March 2010 - December 2012
The Walt Disney Company July 2008 - December 2009
Disney/ABC July 2000 - July 2008
Arthur Andersen LLP September 1997 - July 2000
Design Reactor June 1997 - August 1997
Skills
P&L Financial Management, Accounting, Financial Reporting, Financial Modeling, Digital Media, E-commerce, Strategic Planning, Team Building, Cross-functional Team..., Strategic Partnerships, Management, Digital Strategy, Social Media, Digital Marketing, Strategy
Education
University of California, Berkeley
BS
S.M.A.R.T. (Students Moving Along the Right Track) June 2011 - Present
Aspect Foundation March 2011 - Present
Union Park Pre-School April 2004 - May 2011
Arthur Andersen LLP 1987 - 1999
Skills
Public Relations, Microsoft Office, Project Management, Event Planning, Elementary Education, Office Administration, Leadership, Event Management, Social Networking, Team Building, Program Management, Management, Training, Nonprofits, Research, Fundraising, Editing, Social Media, Human Resources, Community Outreach, Customer Service
Education
University of Central Florida 2011 — 2013
Bachelor’s Degree, Sociology
University of Central Florida
BS Sociology, Elementary Education and Teaching
Talisman Energy April 2011 - Present
Talisman Energy October 2008 - March 2011
Talisman Energy 2003 - 2007
Talisman Energy Inc. 2002 - 2003
Arthur Andersen LLP 1994 - 2002
ARTHUR ANDERSEN (Official) 1994 - 1996
Skills
Internal Audit, Sarbanes-Oxley Act, IFRS, Internal Controls, Sarbanes-Oxley, Management Consulting, Risk Management, Auditing, IT Audit, Enterprise Risk..., Risk Assessment, Governance, Assurance, Corporate Governance, Business Process..., Financial Reporting
Education
Institute of Internal Auditors 1998 — 1999
Certified Internal Auditor
University of Alberta 1988 — 1989
Bachelor of Commerce, With Distinction, Accounting
Red Deer College, Business Administration 1985 — 1986
Business Administration
Affymax November 2010 - June 2013
Facet Biotech December 2008 - October 2010
PDL BioPharma August 2006 - December 2008
Neoforma, Inc. September 1999 - March 2006
Arthur Andersen LLP July 1994 - August 1999
Skills
Mergers, Financial Modeling, Accounting, Auditing, Risk Management, ERP, SEC filings, Restructuring, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Divestitures, Revenue Recognition, Biopharmaceuticals, Biotechnology, Budgets, Treasury, Internal Controls, Strategic Financial..., US GAAP, Payroll, GAAP
Education
University of California, Berkeley, Haas School of Business 1989 — 1994
Bachelors of Science, Finance and Accounting
Brand Energy & Infrastructure Services, Inc. April 2011 - Present
Brand Energy & Infrastructure Services, Inc. September 2007 - March 2011
AddVenture Properties, LLC November 2004 - May 2007
Oracle Corporation February 2000 - July 2004
KLA-Tencor July 1998 - February 2000
Arthur Andersen, LLP August 1991 - July 1998
Education
University of California, Davis 1989 — 1991
BS, Managerial Economics
Verifi Inc. October 2014 - Present
eHarmony.com April 2005 - October 2014
Nickelodeon & Viacom Consumer Products, Inc June 2000 - April 2005
Activision May 1999 - June 2000
Arthur Andersen LLP August 1995 - May 1999
Skills
Forecasting, Strategic Planning, Consolidation, Budgeting, Mergers, Financial Modeling, Financial Analysis, Corporate Budgeting, Financial Accounting
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, emphasis in Accounting
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Economics
Vubiquity (formerly Avail-TVN) June 2010 - Present
MannKind Corporation 2006 - 2008
Dick Clark Productions 2000 - 2006
S.L. Fusco, Inc. 1998 - 2000
Arthur Andersen, LLP 1993 - 1998
Education
University of California, Los Angeles
Bachelor of Arts
Southern California Edison (SCE) December 2012 - Present
Southern California Edison December 2006 - December 2012
Southern California Edison July 2002 - December 2006
WellPoint 2000 - May 2002
Arthur Andersen, LLP 1997 - 2000
Arthur Andersen, LLP 1994 - 1997
City National Bank 1986 - 1990
Skills
Enterprise Architecture, Process Improvement, SDLC, IT Audit, PMO, Business Process, IT Strategy, Project Portfolio..., Business Process..., ITIL, Project Management, Information Security..., Contractual Agreements, Requirements Gathering, Business Analysis, Security, MS Project, Leadership, Business Intelligence, Governance, Enterprise Software, Strategy, Cloud Computing, IT Management
Education
Whittier Law School 1990 — 1993
JD, Law
University of California, Los Angeles 1980 — 1985
BA, Mathematics
Google July 2003 - Present
Legato Systems 2001 - 2003
3Com 1998 - 2001
Arthur Andersen LLP August 1991 - May 1998
Education
University of California, Hastings College of the Law 1988 — 1991
JD, Law
University of California, Los Angeles 1985 — 1988
BA, Economics
Teledyne Technologies Incorporated May 2007 - Present
Pyne, Waltrip, Decker & McCoy, LLP December 2002 - May 2007
Ronald A. Kawahara & Co., CPA's, Inc. April 2001 - November 2002
Arthur Andersen LLP January 1999 - February 2001
Skills
Corporate Tax, Provision, Corptax, Tax Accounting, Process Improvement, Tax Software, Income Tax, Sarbanes-Oxley Act, Internal Controls, US GAAP, Fixed Assets, Financial Reporting
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics, Emphasis in Accounting
Workday January 2013 - Present
Finance 101 for Corporate Communications April 2003 - Present
Workday April 2012 - December 2013
Oracle December 2001 - December 2002
JP Morgan Chase August 1999 - February 2001
PeopleSoft June 1998 - July 1999
Arthur Andersen LLP September 1994 - May 1998
Skills
Analysis, Strategy, Analytics
Education
University of California, Santa Barbara 1990 — 1994
B.A., High Honors, Business Economics; Accounting
LinkedIn July 2011 - Present
Yahoo! 1999 - July 2011
AMB Property Corporation 1998 - 1999
Arthur Andersen LLP 1995 - 1998
Skills
Vendor Management, Vendor Relationships, Software, Business Strategy, Strategic Partnerships, SaaS, Procure-to-Pay, Enterprise Software, E-commerce, Product Management, Business Development, IT Strategy, Hadoop, Analytics, Technology, Team Leadership, Team Management, Procurement Contracts, Contract Negotiation, Executive Management, Business Relationship..., Strategic Sourcing, Global Sourcing, Pricing Strategy, Leadership, Management, Start-ups
Education
UCSB
Bachelor of Science (BS), Business/Managerial Economics and Accounting
California State University April 2006 - Present
AutoNation, Inc., CA Regional Office November 2000 - November 2005
DIRECTV, Inc April 1999 - October 2000
Arthur Andersen, LLP December 1995 - December 1998
Education
California State University
25+ Semester Units, Accounting, Auditing, Business
University of California, Riverside 1986 — 1991
Bachelor of Arts (BA), Psychology
Union Supply Company May 2015 - Present
Education Management Systems Pathways Management Group February 2013 - May 2015
Interdent November 2012 - February 2013
LeisureLink July 2011 - October 2012
LifeSource Water Systems January 2008 - July 2011
PRI Medical Technologies, Inc. August 2002 - August 2007
Arthur Andersen, LLP September 2000 - April 2002
Skills
Accounting, Financial Reporting, Forecasting, Financial Analysis, Budgets, Managerial Finance, Financial Accounting, Strategic Planning, Finance, Internal Controls, Auditing, Variance Analysis, Consolidation, Management, Cash Flow, Financial Statements, General Ledger, Cash Flow Forecasting, Financial Modeling, US GAAP, Revenue Recognition, Payroll, Analysis, Process Improvement, GAAP, Business Analysis, Fixed Assets, Accounts Payable, Cash Management, QuickBooks, ERP Software, Team Management, Business Process..., Microsoft Excel, Financial Audits, Account Reconciliation, Data Analysis, Business Strategy, Team Leadership, Management Accounting, CPA, Accounts Receivable, PowerPoint, P, Microsoft Office, Microsoft Dynamics NAV, Jet Reports, automated expense...
Education
University of California, Riverside 1996 — 2000
BS, Business Administration
San Gabriel HS 1992 — 1996
General Education, General Studies
GCB Solutions 2010 - Present
Lingraphica January 2004 - May 2011
RewardsPlus of America 2001 - 2003
Creditek MediFinancial 2001 - 2002
Arthur Andersen, LLP 1997 - 2000
Pegasus Airwave, INc 1994 - 1997
Skills
Hospitals, Clinical, Medical Devices, Healthcare, Nursing, Home Care, Pediatrics, Life Sciences, Product Development, Wound Care, Team Building, Strategic Planning, New Business Development, Public Speaking, Customer Relations, Account Management, Sales Management, Coaching, Customer Service, Problem Solving, Start-ups, Cross-functional Team..., Change Management, Mentoring, Healthcare Management, Strategy, Healthcare Industry, Management
Education
University of Bridgeport
BSN, Nursing Sciences
Motion Picture Industry September 1993 - Present
Sony Pictures Entertainment July 2003 - June 2010
Various September 1993 - July 2003
Modern Videofilm August 1987 - March 1993
Arthur Andersen LLP January 1985 - June 1987
Arthur Andersen LLP June 1977 - December 1984
Skills
Essbase, Accounting, Post Production, Entertainment, Budgets, Auditing, Television, Tax, Finance, CPA, Java, Programming
Education
UCLA 1995 — 1999
Computer Science
University of Colorado at Boulder 1973 — 1977
BS Accounting, Accounting
Suzette's Solutions, LLC April 2013 - Present
REALTRACS SOLUTIONS July 2001 - March 2013
ARTHUR ANDERSEN LLP January 1999 - January 2001
Skills
Technology Development..., Business Analysis, Process Analysis, Project Management, Strategic Planning &..., Financial Analysis, Forecasting & Budgeting
Education
University of Alabama 1999 — 2000
M.Acc.
University of Alabama 1995 — 1999
BS, Commerce and Business Administration with a concentration in Accounting
Battle Ground Academy
Skyview Capital, LLC September 2005 - Present
Amgen December 2001 - September 2005
Move, Inc. (formerly Homestore.com) January 2001 - December 2001
Arthur Andersen, LLP February 1998 - January 2001
BDO Seidman, LLP September 1996 - February 1998
Skills
CPA, Mergers
Education
University of Southern California 2002 — 2005
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics
Stephen T. Badin High School July 2011 - Present
Winbeam 2003 - 2009
Arthur Andersen LLP 1999 - 2003
Skills
Strategic Planning, Leadership, Technology Integration, Nonprofits, Educational Leadership, Fundraising, Educational Technology, Public Speaking, Finance, Staff Development, Auditing, Management, Financial Analysis, Financial Reporting, Team Building, Classroom Management
Education
University of North Carolina at Wilmington 1993 — 1995
Bachelor of Science (BS), Accounting
University of Arkansas at Fayetteville 1991 — 1993
Accounting
DAVI LUXURY BRAND GROUP November 2014 - Present
The Warnaco Group, Inc. July 2012 - March 2013
The Blackstone Group April 2006 - July 2012
Jefferies & Company March 2005 - April 2006
UBS Investment Bank April 2001 - March 2004
Donaldson, Lufkin & Jenrette August 2000 - April 2001
Arthur Andersen LLP September 1995 - August 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance, General
UCLA 1990 — 1995
Bachelor of Arts (B.A.), Economics
Deloitte Tax LLP May 2002 - Present
Arthur Andersen LLP August 1993 - May 2002
Education
UCLA 1989 — 1993
Bachelor of Arts (B.A.), Business Economics
City of Santa Ana July 2013 - Present
Obagi Medical Products July 2012 - July 2013
Diehl Evans & Co., LLP July 2003 - August 2011
Arthur Andersen LLP July 2000 - June 2002
Skills
Auditing, Financial Reporting, Accounting, General Ledger, Internal Controls, Tax Preparation, US GAAP, Income Tax, CPA, External Audit
Education
UCLA
Bachelor or Arts, Economics
Wikia 2015 - Present
Zirtual 2015 - 2015
SCHMID Group 2014 - 2015
CoAdvantage 2014 - 2014
NBC Universal / Universal Orlando 2004 - 2013
Walt Disney World 2001 - 2004
Arthur Andersen LLP 2000 - 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgets, Accounting, Financial Accounting, Microsoft Excel, Variance Analysis, Sarbanes-Oxley Act, General Ledger
Education
University of Central Florida 1998 — 2000
Master of Science (M.S.), Taxation
University of Central Florida 1996 — 1998
Bachelor of Business Administration (B.B.A.), Accounting