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
Employee
Years
Job
Industry
David Sheets David Sheets's Arthur Andersen LLP Experience January 1983 - January 1986
Job Payroll Operations Manager, Dallas at Sage Payroll Services powered by PayChoice
Industry Information Services
Experience
ITW - Crane Carrier Corp. October 2011 - December 2013
PayVision Online August 2002 - August 2011
Siboney USA January 1998 - August 2001
Platinum Jack, LLC January 1996 - January 1998
Bill King's Brake-O, Inc. January 1987 - January 1996
Arthur Andersen, LLP January 1983 - January 1986
Skills
Team Building, Management Consulting, Forecasting, Pricing, Financial Statements, Budgets, Customer Service, Accounting, Management, Business Development, Payroll, New Business Development, Process Improvement, Account Management, Sales, Mergers, Managerial Finance, Strategy, Operational Analysis, Auditing, Automotive, Customer Satisfaction, Executive Management, Vehicles, Reorganisation, Automotive Aftermarket, Operations Management, CRM, Negotiation, Start-ups, Mergers & Acquisitions
Education
Bob Jones University
Bachelor's Degree, Accounting
The Ohio State University
N/A, Architecture
ITW - Crane Carrier Corp. October 2011 - December 2013
PayVision Online August 2002 - August 2011
Siboney USA January 1998 - August 2001
Platinum Jack, LLC January 1996 - January 1998
Bill King's Brake-O, Inc. January 1987 - January 1996
Arthur Andersen, LLP January 1983 - January 1986
Skills
Team Building, Management Consulting, Forecasting, Pricing, Financial Statements, Budgets, Customer Service, Accounting, Management, Business Development, Payroll, New Business Development, Process Improvement, Account Management, Sales, Mergers, Managerial Finance, Strategy, Operational Analysis, Auditing, Automotive, Customer Satisfaction, Executive Management, Vehicles, Reorganisation, Automotive Aftermarket, Operations Management, CRM, Negotiation, Start-ups, Mergers & Acquisitions
Education
Bob Jones University
Bachelor's Degree, Accounting
The Ohio State University
N/A, Architecture
Brian Melven's Arthur Andersen LLP Experience January 2001 - May 2002
Job Learning & Development Manager
Industry Professional Training & Coaching
Experience
Vization Learning March 2009 - Present
Robert Half International August 2004 - February 2009
Robert Half International January 2003 - August 2004
Protiviti May 2002 - January 2003
Arthur Andersen LLP January 2001 - May 2002
Skills
Project Planning &..., Instructional Design, eLearning Development, Needs Assessment, Business Development, Coaching/Mentoring, Facilitation, E-Learning, Leadership Development, Workshop Facilitation, Technology Needs..., Leadership, Process Improvement, Training, Program Management, Internal Audit, Data Analysis, Technical Writing, Organizational..., Onboarding, Management Consulting, Staff Development, Instructor-led Training, Business Process..., Employee Training, Career Development, Talent Management, Performance Improvement, Training Delivery, Performance Management, Needs Analysis, Organizational..., Learning Management, Succession Planning, Management Development, Employee Engagement, Organizational Design, Captivate, Culture Change
Education
Utah State University 2010 — 2013
Candidate for MS, Instructional Technology & Learning Sciences
Brigham Young University 1993 — 2001
BS, Management, emphasis in Information Systems
Weatherford High School 1990 — 1993
4.0 GPA
Vization Learning March 2009 - Present
Robert Half International August 2004 - February 2009
Robert Half International January 2003 - August 2004
Protiviti May 2002 - January 2003
Arthur Andersen LLP January 2001 - May 2002
Skills
Project Planning &..., Instructional Design, eLearning Development, Needs Assessment, Business Development, Coaching/Mentoring, Facilitation, E-Learning, Leadership Development, Workshop Facilitation, Technology Needs..., Leadership, Process Improvement, Training, Program Management, Internal Audit, Data Analysis, Technical Writing, Organizational..., Onboarding, Management Consulting, Staff Development, Instructor-led Training, Business Process..., Employee Training, Career Development, Talent Management, Performance Improvement, Training Delivery, Performance Management, Needs Analysis, Organizational..., Learning Management, Succession Planning, Management Development, Employee Engagement, Organizational Design, Captivate, Culture Change
Education
Utah State University 2010 — 2013
Candidate for MS, Instructional Technology & Learning Sciences
Brigham Young University 1993 — 2001
BS, Management, emphasis in Information Systems
Weatherford High School 1990 — 1993
4.0 GPA
Carolyn Sosa Carolyn Sosa's Arthur Andersen LLP Experience August 1998 - June 2000
Job Marketing Analyst at Boot Barn
Industry Retail
Experience
Boot Barn December 2014 - Present
Mindspeed Technologies June 2013 - April 2014
Capital Guardian Trust Company November 2012 - March 2013
PIMCO May 2012 - October 2012
Western Asset Management October 2011 - March 2012
State Street March 2009 - May 2011
Pacifica Group, LLC January 2007 - January 2009
MGM Studios 2002 - 2003
Canon USA November 2000 - June 2002
Arthur Andersen LLP August 1998 - June 2000
Skills
Ad Hoc Reporting, Settlements, Data Analysis, Forecasting, Budgeting, Reconciliation, Financial Modeling, Excel, Financial Reporting, Financial Analysis, Asset Management, Microsoft Excel, Account Reconciliation, Budgets, Project Management, Settlement, Banking, Accounting, Finance, Analysis, Corporate Finance, Management
Education
Wellesley College 1994 — 1998
BA, Cognitive Science
Boston Latin School 1989 — 1994
High School
Boot Barn December 2014 - Present
Mindspeed Technologies June 2013 - April 2014
Capital Guardian Trust Company November 2012 - March 2013
PIMCO May 2012 - October 2012
Western Asset Management October 2011 - March 2012
State Street March 2009 - May 2011
Pacifica Group, LLC January 2007 - January 2009
MGM Studios 2002 - 2003
Canon USA November 2000 - June 2002
Arthur Andersen LLP August 1998 - June 2000
Skills
Ad Hoc Reporting, Settlements, Data Analysis, Forecasting, Budgeting, Reconciliation, Financial Modeling, Excel, Financial Reporting, Financial Analysis, Asset Management, Microsoft Excel, Account Reconciliation, Budgets, Project Management, Settlement, Banking, Accounting, Finance, Analysis, Corporate Finance, Management
Education
Wellesley College 1994 — 1998
BA, Cognitive Science
Boston Latin School 1989 — 1994
High School
Amy Konow Amy Konow's Arthur Andersen LLP Experience September 1996 - June 2002
Job Assistant Vice President Operations, Financial Institutions Division at American Modern Insurance Group
Industry Insurance
Experience
American Modern Insurance Group October 2013 - Present
American Modern Insurance Group September 2012 - September 2013
American Modern Insurance Group December 2003 - August 2012
Brisben Companies, Inc. January 2003 - December 2003
Deloitte June 2002 - October 2002
Arthur Andersen LLP September 1996 - June 2002
Skills
Internal Controls, Internal Audit, Auditing, Analysis, Accounting, Risk Management, Management, Financial Audits, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Sarbanes-Oxley, Insurance, Financial Risk, Process Improvement, Financial Reporting
Education
Bowling Green State University 1992 — 1996
BSBA, Accounting
Princeton High School 1988 — 1992
High School Diploma
American Modern Insurance Group October 2013 - Present
American Modern Insurance Group September 2012 - September 2013
American Modern Insurance Group December 2003 - August 2012
Brisben Companies, Inc. January 2003 - December 2003
Deloitte June 2002 - October 2002
Arthur Andersen LLP September 1996 - June 2002
Skills
Internal Controls, Internal Audit, Auditing, Analysis, Accounting, Risk Management, Management, Financial Audits, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Sarbanes-Oxley, Insurance, Financial Risk, Process Improvement, Financial Reporting
Education
Bowling Green State University 1992 — 1996
BSBA, Accounting
Princeton High School 1988 — 1992
High School Diploma
Michael Umana's Arthur Andersen LLP Experience 1985 - 1996
Job EVP & Chief Financial Officer at Spartan Race, Inc.
Industry Sports
Experience
Spartan Race, Inc. May 2015 - Present
Lilliputian Systems Inc./ Micro SOFC LLC October 2008 - Present
Lilliputian Systems 2012 - Present
LoJack Corporation March 2006 - September 2008
LoJack - SCI 2006 - 2008
Saucony Inc. 1999 - 2005
PerkinElmer January 1997 - October 1999
Arthur Andersen LLP 1985 - 1996
Skills
Mergers, Budgeting, Strategic Planning, Start-ups, Negotiation, Manufacturing, Risk Management, Accounting, Policy, Due Diligence, Business Planning, Compliance, Planning, SOX, Investor Relations, Analysis, Contract Negotiation, Forecasting, Business Strategy, Financial Reporting, Process Improvement, Operations Management, Restructuring, Employee Relations, Acquisition Integration, New Business Development, Organizational..., Profitability, Change Management, Financial Analysis, Financial Modeling, Pricing, Team Building, Cost Reduction, Integration, Problem Solving, Corporate Governance, Valuation, Contract Negotiations, SEC reporting, P&L, Mergers & Acquisitions, SEC filings, Strategy, Cross-functional Team..., Venture Capital, Business Development, Budgets, P&L Management, Managerial Finance
Education
Boston University
Bachelor of Science (BS), Accounting and Finance
Andersen
EMBA, MBA
Spartan Race, Inc. May 2015 - Present
Lilliputian Systems Inc./ Micro SOFC LLC October 2008 - Present
Lilliputian Systems 2012 - Present
LoJack Corporation March 2006 - September 2008
LoJack - SCI 2006 - 2008
Saucony Inc. 1999 - 2005
PerkinElmer January 1997 - October 1999
Arthur Andersen LLP 1985 - 1996
Skills
Mergers, Budgeting, Strategic Planning, Start-ups, Negotiation, Manufacturing, Risk Management, Accounting, Policy, Due Diligence, Business Planning, Compliance, Planning, SOX, Investor Relations, Analysis, Contract Negotiation, Forecasting, Business Strategy, Financial Reporting, Process Improvement, Operations Management, Restructuring, Employee Relations, Acquisition Integration, New Business Development, Organizational..., Profitability, Change Management, Financial Analysis, Financial Modeling, Pricing, Team Building, Cost Reduction, Integration, Problem Solving, Corporate Governance, Valuation, Contract Negotiations, SEC reporting, P&L, Mergers & Acquisitions, SEC filings, Strategy, Cross-functional Team..., Venture Capital, Business Development, Budgets, P&L Management, Managerial Finance
Education
Boston University
Bachelor of Science (BS), Accounting and Finance
Andersen
EMBA, MBA
Tai Fujimura's Arthur Andersen LLP Experience September 1995 - May 1997
Job Director Information Technology at Zenith Education Group
Industry Information Technology and Services
Experience
Zenith Education Group September 2013 - Present
HFIN One January 2011 - Present
CenturyLink October 2003 - August 2013
Qwest Communications Int'l, Inc October 2001 - October 2003
Dresdner Kleinwort Wasserstein September 1999 - October 2001
Merrill Lynch, Japan May 1997 - September 1999
Arthur Andersen, LLP September 1995 - May 1997
Skills
Software Development, System Architecture, Enterprise Architecture, SOA, Cloud Computing, Organizational..., Cross-functional Team..., Web Development, Business Strategy, Funding, Budget Management, Leading Development..., Full SDLC, Career Development, Management, Telecommunications, Leadership, Program Management, Product Management, Integration, Strategy, Enterprise Software, E-commerce, Budgets, VoIP, SDLC, Agile Methodologies, Strategic Planning
Education
Boston University Questrom School of Business 1991 — 1995
BSBA, Finance and Management Info Systems
Corona del Mar Jr & High School 1986 — 1991
High School Diploma
Zenith Education Group September 2013 - Present
HFIN One January 2011 - Present
CenturyLink October 2003 - August 2013
Qwest Communications Int'l, Inc October 2001 - October 2003
Dresdner Kleinwort Wasserstein September 1999 - October 2001
Merrill Lynch, Japan May 1997 - September 1999
Arthur Andersen, LLP September 1995 - May 1997
Skills
Software Development, System Architecture, Enterprise Architecture, SOA, Cloud Computing, Organizational..., Cross-functional Team..., Web Development, Business Strategy, Funding, Budget Management, Leading Development..., Full SDLC, Career Development, Management, Telecommunications, Leadership, Program Management, Product Management, Integration, Strategy, Enterprise Software, E-commerce, Budgets, VoIP, SDLC, Agile Methodologies, Strategic Planning
Education
Boston University Questrom School of Business 1991 — 1995
BSBA, Finance and Management Info Systems
Corona del Mar Jr & High School 1986 — 1991
High School Diploma
Susy (Gonzalez) LaRussa Susy (Gonzalez) LaRussa's Arthur Andersen LLP Experience 1997 - 2002
Job Tax Manager at Cloud Peak Energy
Industry Accounting
Experience
Envision Healthcare Corporation 2014 - 2014
Great-West Financial 2011 - 2014
Cisco 2008 - 2011
Oracle 2002 - 2006
Arthur Andersen LLP 1997 - 2002
Skills
CPA, Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, Multi-state tax returns, State Tax, Process Improvement, US GAAP, IFRS
Education
University of Denver 1996 — 1997
Master, Taxation
Biola University 1992 — 1996
Bachelor, Accounting, Cum Laude
Envision Healthcare Corporation 2014 - 2014
Great-West Financial 2011 - 2014
Cisco 2008 - 2011
Oracle 2002 - 2006
Arthur Andersen LLP 1997 - 2002
Skills
CPA, Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, Multi-state tax returns, State Tax, Process Improvement, US GAAP, IFRS
Education
University of Denver 1996 — 1997
Master, Taxation
Biola University 1992 — 1996
Bachelor, Accounting, Cum Laude
Daniel Schwebach Daniel Schwebach's Arthur Andersen LLP Experience June 2001 - August 2002
Job Vice President, AAPC
Industry Hospital & Health Care
Experience
AAPC June 2010 - Present
Healthy Minds Foundation July 2007 - Present
PricewaterhouseCoopers, LLP August 2004 - June 2010
Lawrence Partners, LLC September 2003 - July 2004
Arthur Andersen, LLP June 2001 - August 2002
University of Washington Medical Center June 2000 - June 2001
Skills
Strategic Planning, Turn Around Management, Interim Management, Operations Improvement, Non-profits, Start-ups, Executive Management, Finance, Healthcare, Management Consulting, Healthcare Management, HIPAA, Revenue Cycle, EMR, Change Management, Process Improvement, Program Management, Healthcare Information..., Project Management, Data Analysis, Hospitals, Medicaid, Entrepreneurship, Practice Management, Business Development, Training, Physicians
Education
University of Washington 1999 — 2001
MHA, Healthcare
Brigham Young University 1995 — 1998
B.S., Psychology
AAPC June 2010 - Present
Healthy Minds Foundation July 2007 - Present
PricewaterhouseCoopers, LLP August 2004 - June 2010
Lawrence Partners, LLC September 2003 - July 2004
Arthur Andersen, LLP June 2001 - August 2002
University of Washington Medical Center June 2000 - June 2001
Skills
Strategic Planning, Turn Around Management, Interim Management, Operations Improvement, Non-profits, Start-ups, Executive Management, Finance, Healthcare, Management Consulting, Healthcare Management, HIPAA, Revenue Cycle, EMR, Change Management, Process Improvement, Program Management, Healthcare Information..., Project Management, Data Analysis, Hospitals, Medicaid, Entrepreneurship, Practice Management, Business Development, Training, Physicians
Education
University of Washington 1999 — 2001
MHA, Healthcare
Brigham Young University 1995 — 1998
B.S., Psychology
Kathleen Boyce, CPA's Arthur Andersen LLP Experience August 1978 - October 1985
Job Chief Financial Officer at the Massachusetts Dental Society
Industry Accounting
Experience
Massachusetts Dental Society July 2003 - Present
Boyce CFO Services October 1985 - July 2003
Arthur Andersen LLP August 1978 - October 1985
Skills
Financial Reporting, Forecasting, Financial Modeling, Strategic Financial..., Non-profits, Corporate Finance, Business Strategy, Process Improvement, Fundraising, Tax, Management Consulting, Auditing, Contract Negotiation, Employee Benefits, Start-ups, Internal Controls, Board of Director..., Insurance, Finance, Analysis, Cash Flow, Cash Management, Oral & Written..., Nonprofits, Strategy, Financial Planning, Management
Education
Boston College - Carroll School of Management
BS, Business Administration (Concentrations in Accounting & Finance)
Madison High School (Madison, NJ)
Massachusetts Dental Society July 2003 - Present
Boyce CFO Services October 1985 - July 2003
Arthur Andersen LLP August 1978 - October 1985
Skills
Financial Reporting, Forecasting, Financial Modeling, Strategic Financial..., Non-profits, Corporate Finance, Business Strategy, Process Improvement, Fundraising, Tax, Management Consulting, Auditing, Contract Negotiation, Employee Benefits, Start-ups, Internal Controls, Board of Director..., Insurance, Finance, Analysis, Cash Flow, Cash Management, Oral & Written..., Nonprofits, Strategy, Financial Planning, Management
Education
Boston College - Carroll School of Management
BS, Business Administration (Concentrations in Accounting & Finance)
Madison High School (Madison, NJ)
David Hallett's Arthur Andersen LLP Experience August 2000 - May 2002
Job Director of Technical Accounting and SEC Reporting at MarkWest Energy Partners, L.P.
Industry Accounting
Experience
MarkWest Energy Partners, L.P. May 2015 - Present
Anton Collins Mitchell LLP July 2009 - May 2015
Ernst & Young LLP May 2002 - June 2009
Arthur Andersen, LLP August 2000 - May 2002
Education
Binghamton University - School of Management 1996 — 2000
BS, Accounting, Graduated with Honors
Hunter College High School 1990 — 1996
MarkWest Energy Partners, L.P. May 2015 - Present
Anton Collins Mitchell LLP July 2009 - May 2015
Ernst & Young LLP May 2002 - June 2009
Arthur Andersen, LLP August 2000 - May 2002
Education
Binghamton University - School of Management 1996 — 2000
BS, Accounting, Graduated with Honors
Hunter College High School 1990 — 1996
Deborah Lilley's Arthur Andersen LLP Experience September 1992 - July 1995
Job CPA
Industry Accounting
Experience
Astronics AerosSat Corporation June 2012 - Present
Endicott College 2012 - 2013
Independent CPA/Consultant July 2005 - July 2009
Topham, Fardy & Co. September 2002 - June 2003
CMGI March 2001 - April 2002
Thomson Reuters April 1999 - February 2001
The Thomson Corporation, Thomson Financial & Professional Publishing Group May 1998 - March 1999
Cambridge SoundWorks September 1995 - May 1998
Arthur Andersen, LLP September 1992 - July 1995
Skills
Auditing, Accounting
Education
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
Astronics AerosSat Corporation June 2012 - Present
Endicott College 2012 - 2013
Independent CPA/Consultant July 2005 - July 2009
Topham, Fardy & Co. September 2002 - June 2003
CMGI March 2001 - April 2002
Thomson Reuters April 1999 - February 2001
The Thomson Corporation, Thomson Financial & Professional Publishing Group May 1998 - March 1999
Cambridge SoundWorks September 1995 - May 1998
Arthur Andersen, LLP September 1992 - July 1995
Skills
Auditing, Accounting
Education
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
Jeremy Fogle Jeremy Fogle's Arthur Andersen LLP Experience September 1994 - February 1997
Job Chief Financial Officer at Foods in Season
Industry Retail
Experience
New Seasons Market September 1999 - January 2014
Natures Northwest September 1998 - August 1999
Coffee People, Inc. February 1997 - September 1998
Arthur Andersen, LLP September 1994 - February 1997
Skills
Financial Analysis, Forecasting, Budgets, Financial Modeling, Retail, Leadership, Management, Team Building, Strategic Planning, Business Strategy, P&L Management, Financial Reporting, Managerial Finance, Process Improvement, Mergers & Acquisitions, Highly Organized &..., Contract Negotiation, Team Leadership, Start-ups, Finance, Risk Management, Board Relations, Accounting, Debt & Equity Financing, Internal Controls, Due Diligence, Food & Beverage, Auditing, Hospitality, Sports Management, Cash Management, Integrity, Strategic Financial...
Education
Brigham Young University 1989 — 1994
Bachelor of Science, School of Accountancy and Information Systems
New Seasons Market September 1999 - January 2014
Natures Northwest September 1998 - August 1999
Coffee People, Inc. February 1997 - September 1998
Arthur Andersen, LLP September 1994 - February 1997
Skills
Financial Analysis, Forecasting, Budgets, Financial Modeling, Retail, Leadership, Management, Team Building, Strategic Planning, Business Strategy, P&L Management, Financial Reporting, Managerial Finance, Process Improvement, Mergers & Acquisitions, Highly Organized &..., Contract Negotiation, Team Leadership, Start-ups, Finance, Risk Management, Board Relations, Accounting, Debt & Equity Financing, Internal Controls, Due Diligence, Food & Beverage, Auditing, Hospitality, Sports Management, Cash Management, Integrity, Strategic Financial...
Education
Brigham Young University 1989 — 1994
Bachelor of Science, School of Accountancy and Information Systems
Edward C. Clabault Edward C. Clabault's Arthur Andersen LLP Experience August 2000 - June 2002
Job Tax Senior Manager at EY
Industry Accounting
Experience
EY December 2014 - Present
Deloitte Tax LLP January 2007 - November 2014
Deloitte & Touche Bermuda October 2004 - December 2006
Deloitte Tax LLP June 2002 - October 2004
Arthur Andersen LLP August 2000 - June 2002
Skills
International Tax, Tax Research, Tax Accounting, Corporate Tax, Tax, US GAAP, Big 4, Partnership Taxation, Sarbanes-Oxley Act, Tax Law, Tax Advisory
Education
Boston College Law School 1997 — 2000
Doctor of Law (J.D.), Tax Law/Taxation
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Wheaton North High School 1988 — 1992
EY December 2014 - Present
Deloitte Tax LLP January 2007 - November 2014
Deloitte & Touche Bermuda October 2004 - December 2006
Deloitte Tax LLP June 2002 - October 2004
Arthur Andersen LLP August 2000 - June 2002
Skills
International Tax, Tax Research, Tax Accounting, Corporate Tax, Tax, US GAAP, Big 4, Partnership Taxation, Sarbanes-Oxley Act, Tax Law, Tax Advisory
Education
Boston College Law School 1997 — 2000
Doctor of Law (J.D.), Tax Law/Taxation
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Wheaton North High School 1988 — 1992
Lisa Sefcik's Arthur Andersen LLP Experience 1992 - 1997
Job SVP of Corporate Accounting and Reporting at Discovery Communications
Industry Broadcast Media
Experience
Discovery Communications August 2000 - Present
Host Marriott March 1997 - August 2000
Arthur Andersen, LLP 1992 - 1997
Skills
Consolidation, FX, Accounting, Auditing, PeopleSoft, SEC reporting, Internal Controls, SOX, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Managerial Finance, SAP, Corporate Finance, US GAAP, Financial Analysis, Internal Audit, Finance, FX Options, SEC Filings
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting
Discovery Communications August 2000 - Present
Host Marriott March 1997 - August 2000
Arthur Andersen, LLP 1992 - 1997
Skills
Consolidation, FX, Accounting, Auditing, PeopleSoft, SEC reporting, Internal Controls, SOX, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Managerial Finance, SAP, Corporate Finance, US GAAP, Financial Analysis, Internal Audit, Finance, FX Options, SEC Filings
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting
Jeanne Yee MacNevin's Arthur Andersen LLP Experience June 1990 - August 1992
Job Assistant Vice President at Federal Reserve Bank
Industry Financial Services
Experience
Federal Reserve Bank of Boston May 2007 - Present
Federal Reserve Bank of Boston May 2005 - May 2007
Federal Reserve Bank of Boston 1992 - 2007
Federal Reserve Bank of Boston August 1992 - May 2005
Arthur Andersen LLP June 1990 - August 1992
Skills
Financial Analysis, Budgeting, Risk Management, Strategic Planning, Budgets, Financial Modeling, Operations Management, Analysis, Data Analysis, Finance, Portfolio Management, Banking, Strategic Financial..., Corporate Finance, Financial Planning, Accounting, Financial Services, Process Improvement
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Harvard University 1986 — 1990
AB, East Asian Studies
Northfield Mount Hermon School 1982 — 1986
HS Diploma
Federal Reserve Bank of Boston May 2007 - Present
Federal Reserve Bank of Boston May 2005 - May 2007
Federal Reserve Bank of Boston 1992 - 2007
Federal Reserve Bank of Boston August 1992 - May 2005
Arthur Andersen LLP June 1990 - August 1992
Skills
Financial Analysis, Budgeting, Risk Management, Strategic Planning, Budgets, Financial Modeling, Operations Management, Analysis, Data Analysis, Finance, Portfolio Management, Banking, Strategic Financial..., Corporate Finance, Financial Planning, Accounting, Financial Services, Process Improvement
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Harvard University 1986 — 1990
AB, East Asian Studies
Northfield Mount Hermon School 1982 — 1986
HS Diploma
Mónica Fernós-Sagebién's Arthur Andersen LLP Experience 1999 - 2002
Job Finance AVP at Medical Card Systems Inc.
Industry Insurance
Experience
Medical Card Systems Inc. April 2005 - Present
Medical Card Systems Inc. 2005 - 2012
Carlos Baralt PSC 2003 - 2005
Ernst & Young 2002 - 2003
Arthur Andersen LLP 1999 - 2002
PwC 1997 - 1999
Skills
Budgets, Financial Analysis, Business Analysis, Health Insurance, Strategic Planning, Process Improvement, Medicare, Data Analysis, Medicaid, Analysis, Vendor Management, Accounting, Team Building, Management
Education
Boston College 1993 — 1997
BS, Finance, Operations & Strategic Management
Medical Card Systems Inc. April 2005 - Present
Medical Card Systems Inc. 2005 - 2012
Carlos Baralt PSC 2003 - 2005
Ernst & Young 2002 - 2003
Arthur Andersen LLP 1999 - 2002
PwC 1997 - 1999
Skills
Budgets, Financial Analysis, Business Analysis, Health Insurance, Strategic Planning, Process Improvement, Medicare, Data Analysis, Medicaid, Analysis, Vendor Management, Accounting, Team Building, Management
Education
Boston College 1993 — 1997
BS, Finance, Operations & Strategic Management
Joseph F. Bernardi, Jr. Joseph F. Bernardi, Jr.'s Arthur Andersen LLP Experience September 2000 - June 2002
Job Private Equity and M&A Transactional Counsel at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP May 2015 - Present
Weil, Gotshal & Manges LLP September 2006 - May 2015
KPMG LLP June 2002 - July 2003
Arthur Andersen LLP September 2000 - June 2002
Skills
Private Equity, Corporate Governance, LBO, Cross-border..., Corporate Law, Acquisitions, Mergers & Acquisitions, Securities Regulation, Tax Law, Hedge Funds, Investments, Tax, Due Diligence, Bankruptcy, Joint Ventures
Education
The University of Connecticut School of Law 2003 — 2006
JD
Boston College 1996 — 2000
BS, Accounting
Goodwin Procter LLP May 2015 - Present
Weil, Gotshal & Manges LLP September 2006 - May 2015
KPMG LLP June 2002 - July 2003
Arthur Andersen LLP September 2000 - June 2002
Skills
Private Equity, Corporate Governance, LBO, Cross-border..., Corporate Law, Acquisitions, Mergers & Acquisitions, Securities Regulation, Tax Law, Hedge Funds, Investments, Tax, Due Diligence, Bankruptcy, Joint Ventures
Education
The University of Connecticut School of Law 2003 — 2006
JD
Boston College 1996 — 2000
BS, Accounting
Matthew Petersen's Arthur Andersen LLP Experience January 2000 - July 2001
Job Testifying Expert and Manager at Regulatory Economics Group, LLC
Industry Oil & Energy
Experience
Regulatory Economics Group, LLC July 2006 - Present
J.E. Robert Companies July 2003 - July 2006
Fitzgerald & Co., CPAs August 2001 - June 2003
Arthur Andersen LLP January 2000 - July 2001
Brigham Young University September 1997 - December 1999
Skills
Expert Witness, Valuation, Financial Analysis, Financial Reporting, Accounting, Litigation Support, Public Speaking, Strategy, Business Planning, US GAAP, Petroleum, Depreciation Studies, Regulatory Compliance, Financial Modeling, MLP, Energy, Mergers & Acquisitions, Auditing, Analysis, Economics, General Ledger, Energy Industry, Budgets, Microsoft Excel, Internal Controls, Management Consulting, Business Strategy, Strategic Planning, Due Diligence, SEC filings, Competitive Analysis, Corporate Finance, Leadership, Mentoring, Report Writing, Tax Assessment, Construction Finance, Cost Of Service Studies, Regulatory Policy, GAAP, Management, Finance, Downstream Oil & Gas
Education
George Mason University 2003 — 2007
M.A., Economics
Brigham Young University 1995 — 1999
B.S., Accounting
Regulatory Economics Group, LLC July 2006 - Present
J.E. Robert Companies July 2003 - July 2006
Fitzgerald & Co., CPAs August 2001 - June 2003
Arthur Andersen LLP January 2000 - July 2001
Brigham Young University September 1997 - December 1999
Skills
Expert Witness, Valuation, Financial Analysis, Financial Reporting, Accounting, Litigation Support, Public Speaking, Strategy, Business Planning, US GAAP, Petroleum, Depreciation Studies, Regulatory Compliance, Financial Modeling, MLP, Energy, Mergers & Acquisitions, Auditing, Analysis, Economics, General Ledger, Energy Industry, Budgets, Microsoft Excel, Internal Controls, Management Consulting, Business Strategy, Strategic Planning, Due Diligence, SEC filings, Competitive Analysis, Corporate Finance, Leadership, Mentoring, Report Writing, Tax Assessment, Construction Finance, Cost Of Service Studies, Regulatory Policy, GAAP, Management, Finance, Downstream Oil & Gas
Education
George Mason University 2003 — 2007
M.A., Economics
Brigham Young University 1995 — 1999
B.S., Accounting
Paul Saras Paul Saras's Arthur Andersen LLP Experience June 1982 - June 1986
Job Retired
Industry Food Production
Experience
J.R. Simplot Company August 2000 - September 2013
HJ Heinz July 1986 - January 2000
Arthur Andersen LLP June 1982 - June 1986
Skills
Food Safety, Food Service, Agriculture, HACCP, Agribusiness, Continuous Improvement, JD Edwards, Logistics, Manufacturing, Production Planning, Management, Budgets, Customer Service
Education
Boise State University 1978 — 1982
BS, Accounting
J.R. Simplot Company August 2000 - September 2013
HJ Heinz July 1986 - January 2000
Arthur Andersen LLP June 1982 - June 1986
Skills
Food Safety, Food Service, Agriculture, HACCP, Agribusiness, Continuous Improvement, JD Edwards, Logistics, Manufacturing, Production Planning, Management, Budgets, Customer Service
Education
Boise State University 1978 — 1982
BS, Accounting
Shelby Saad-Callahan's Arthur Andersen LLP Experience 1998 - 2002
Job Tax Partner at EY
Industry Accounting
Experience
EY July 2013 - Present
Ernst & Young January 2004 - July 2013
Deloitte 2002 - 2003
Arthur Andersen, LLP 1998 - 2002
Skills
Partnership Taxation, Big 4, Tax, Tax Compliance, FAS109, Tax Research, Corporate Tax, Federal Tax, S Corporations, State Taxation, Income Tax, Tax Advisory, Tax Returns, Tax Services
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Accounting
Northeastern University
MST
EY July 2013 - Present
Ernst & Young January 2004 - July 2013
Deloitte 2002 - 2003
Arthur Andersen, LLP 1998 - 2002
Skills
Partnership Taxation, Big 4, Tax, Tax Compliance, FAS109, Tax Research, Corporate Tax, Federal Tax, S Corporations, State Taxation, Income Tax, Tax Advisory, Tax Returns, Tax Services
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Accounting
Northeastern University
MST
Darren Wight Darren Wight's Arthur Andersen LLP Experience January 2000 - April 2002
Job Chief Financial Officer at SimonMed Imaging
Industry Hospital & Health Care
Experience
SimonMed Imaging July 2013 - Present
Bitcentral April 2013 - July 2013
InSight Health Corp. January 2009 - February 2013
InSight Health Corp. November 2006 - January 2009
InSight Health Corp July 2005 - November 2006
Beckman Coulter May 2003 - July 2005
PricewaterhouseCoopers LLP April 2002 - May 2003
Arthur Andersen LLP January 2000 - April 2002
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Auditing, General Ledger, Financial Statements, Process Improvement, Revenue Recognition, Strategic Planning, Budgeting, Forecasting, Capital Project Planning, Treasury Services, Cash Management, Mergers & Acquisitions, Business Valuation, Technical Accounting..., Financial Systems, Turn Around Management, Business Restructures, Acquisition Integration, Cost Reduction Planning, Performance Benchmarking, Internal Controls, Managerial Finance, Corporate Finance, US GAAP, Internal Financial..., Capital Budgeting, Incentive Programs, CPA, MBA, Healthcare Industry, Healthcare Reimbursement, Medical Devices, Financial Audits, Investor Relations..., Financial Advisory, Debt Restructuring
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Corporate Finance
Brigham Young University 1993 — 1999
B.S., Accounting
Olympus High School 1990 — 1993
SimonMed Imaging July 2013 - Present
Bitcentral April 2013 - July 2013
InSight Health Corp. January 2009 - February 2013
InSight Health Corp. November 2006 - January 2009
InSight Health Corp July 2005 - November 2006
Beckman Coulter May 2003 - July 2005
PricewaterhouseCoopers LLP April 2002 - May 2003
Arthur Andersen LLP January 2000 - April 2002
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Auditing, General Ledger, Financial Statements, Process Improvement, Revenue Recognition, Strategic Planning, Budgeting, Forecasting, Capital Project Planning, Treasury Services, Cash Management, Mergers & Acquisitions, Business Valuation, Technical Accounting..., Financial Systems, Turn Around Management, Business Restructures, Acquisition Integration, Cost Reduction Planning, Performance Benchmarking, Internal Controls, Managerial Finance, Corporate Finance, US GAAP, Internal Financial..., Capital Budgeting, Incentive Programs, CPA, MBA, Healthcare Industry, Healthcare Reimbursement, Medical Devices, Financial Audits, Investor Relations..., Financial Advisory, Debt Restructuring
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Corporate Finance
Brigham Young University 1993 — 1999
B.S., Accounting
Olympus High School 1990 — 1993
David J. Kaplan David J. Kaplan's Arthur Andersen LLP Experience September 1989 - June 2002
Job Audit Partner and Segment Leader, Real Estate and Construction Practice, KPMG LLP
Industry Real Estate
Experience
KPMG LLP June 2002 - Present
Arthur Andersen LLP September 1989 - June 2002
Skills
Due Diligence, Financial Reporting, US GAAP, Real Estate, Internal Controls, Real Estate Development, SEC filings, Auditing, Accounting, GAAP, Internal Audit, CPA, IFRS, Investments, Financial Modeling, SEC Filings, Financial Analysis
Education
Binghamton University - School of Management 1985 — 1989
Bachelor of Science (B.S.), Accounting
Clarkstown South 1981 — 1985
KPMG LLP June 2002 - Present
Arthur Andersen LLP September 1989 - June 2002
Skills
Due Diligence, Financial Reporting, US GAAP, Real Estate, Internal Controls, Real Estate Development, SEC filings, Auditing, Accounting, GAAP, Internal Audit, CPA, IFRS, Investments, Financial Modeling, SEC Filings, Financial Analysis
Education
Binghamton University - School of Management 1985 — 1989
Bachelor of Science (B.S.), Accounting
Clarkstown South 1981 — 1985
TRACEY COYNE TRACEY COYNE's Arthur Andersen LLP Experience 2000 - 2002
Job Senior Manager at Grant Thornton
Industry Hospital & Health Care
Experience
Grant Thornton LLP April 2010 - Present
Ernst & Young 2002 - 2010
Arthur Andersen LLP 2000 - 2002
Skills
Financial Reporting
Education
Bowling Green State University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Health Care Administration
Grant Thornton LLP April 2010 - Present
Ernst & Young 2002 - 2010
Arthur Andersen LLP 2000 - 2002
Skills
Financial Reporting
Education
Bowling Green State University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Health Care Administration
T.J. Steele's Arthur Andersen LLP Experience 1999 - 2002
Job VP, IT Strategic Portfolio Management and User Experience at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank June 2015 - Present
Fifth Third Bank January 2010 - May 2015
Fifth Third Bank June 2008 - December 2009
Atos Origin 2006 - 2008
Fifth Third Bank 2003 - 2006
Arthur Andersen LLP 1999 - 2002
Sybase May 1998 - August 1998
Sybase May 1997 - January 1998
Skills
Project Management, Digital Strategy, Internet Banking, Internet Strategy, Website Development, Website Building, Digital Marketing, Search Engine Marketing, Search Engine..., Corporate Websites, Online Advertising, Mobile Payments, Mobile Internet, Content Strategy, Solution Implementation, Software Implementation, Website Promotion, SEM, SEO, Lead Generation, Business Analysis, Integration, Management, SDLC
Education
Boston College 1995 — 1999
BS, Information Systems
Fifth Third Bank June 2015 - Present
Fifth Third Bank January 2010 - May 2015
Fifth Third Bank June 2008 - December 2009
Atos Origin 2006 - 2008
Fifth Third Bank 2003 - 2006
Arthur Andersen LLP 1999 - 2002
Sybase May 1998 - August 1998
Sybase May 1997 - January 1998
Skills
Project Management, Digital Strategy, Internet Banking, Internet Strategy, Website Development, Website Building, Digital Marketing, Search Engine Marketing, Search Engine..., Corporate Websites, Online Advertising, Mobile Payments, Mobile Internet, Content Strategy, Solution Implementation, Software Implementation, Website Promotion, SEM, SEO, Lead Generation, Business Analysis, Integration, Management, SDLC
Education
Boston College 1995 — 1999
BS, Information Systems
Harold Silverman Harold Silverman's Arthur Andersen LLP Experience 1997 - 2000
Job Vice President Internal Audit at The Wendy's Company
Industry Accounting
Experience
The Institute of Internal Auditors Inc. July 2013 - Present
The Wendy's Company July 2012 - Present
Houghton Mifflin September 2008 - July 2012
Raytheon April 2004 - September 2008
PricewaterhouseCoopers January 2000 - April 2004
Arthur Andersen LLP 1997 - 2000
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
MBA, Accounting
Bowdoin College 1991 — 1995
Bachelor of Arts (BA), Economics and Government
OA
The Institute of Internal Auditors Inc. July 2013 - Present
The Wendy's Company July 2012 - Present
Houghton Mifflin September 2008 - July 2012
Raytheon April 2004 - September 2008
PricewaterhouseCoopers January 2000 - April 2004
Arthur Andersen LLP 1997 - 2000
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
MBA, Accounting
Bowdoin College 1991 — 1995
Bachelor of Arts (BA), Economics and Government
OA
Robin Helfer's Arthur Andersen LLP Experience July 1992 - June 1997
Job Chief Operating Officer at Ellery Homestyles LLC
Industry Consumer Goods
Experience
Ellery Homestyles LLC November 2013 - Present
The Topps Company March 2013 - November 2013
The Topps Company September 2006 - February 2013
Cadbury Adams January 2004 - August 2006
Unilever Bestfoods June 2001 - December 2003
Warner Lambert/Pfizer July 1997 - December 2000
Arthur Andersen LLP July 1992 - June 1997
Skills
Income Statement, Customer Insight, Pricing Strategy, Marketing Strategy, P&L Responsibility, Pricing, Global Marketing, Retail, Budgets, Process Improvement, Financial Modeling, Shopper Marketing, Start-ups, Market Research, Segmentation, Change Management, Trade Marketing, Product Management, SAP, Project Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA in Management
Binghamton University - School of Management 1988 — 1992
BS, Accounting
Ellery Homestyles LLC November 2013 - Present
The Topps Company March 2013 - November 2013
The Topps Company September 2006 - February 2013
Cadbury Adams January 2004 - August 2006
Unilever Bestfoods June 2001 - December 2003
Warner Lambert/Pfizer July 1997 - December 2000
Arthur Andersen LLP July 1992 - June 1997
Skills
Income Statement, Customer Insight, Pricing Strategy, Marketing Strategy, P&L Responsibility, Pricing, Global Marketing, Retail, Budgets, Process Improvement, Financial Modeling, Shopper Marketing, Start-ups, Market Research, Segmentation, Change Management, Trade Marketing, Product Management, SAP, Project Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA in Management
Binghamton University - School of Management 1988 — 1992
BS, Accounting
Bahman Yitzchak Danesh's Arthur Andersen LLP Experience August 2000 - April 2002
Job Operations Manager
Industry Information Technology and Services
Experience
Jacobs Real Estate Advisors February 2011 - Present
Doggie Daycare & Hotel February 2006 - October 2009
Financial Information Services Agency August 2004 - December 2005
Sun Chemical April 2002 - June 2004
Arthur Andersen, LLP August 2000 - April 2002
Education
Binghamton University 1996 — 2000
BS, Computer Science
Binghamton University - Thomas J. Watson School of Engineering
B.S, Computer Science
Mayanot Institute of Jewish Studies
Jacobs Real Estate Advisors February 2011 - Present
Doggie Daycare & Hotel February 2006 - October 2009
Financial Information Services Agency August 2004 - December 2005
Sun Chemical April 2002 - June 2004
Arthur Andersen, LLP August 2000 - April 2002
Education
Binghamton University 1996 — 2000
BS, Computer Science
Binghamton University - Thomas J. Watson School of Engineering
B.S, Computer Science
Mayanot Institute of Jewish Studies
Scott Zakalik Scott Zakalik's Arthur Andersen LLP Experience 2000 - 2001
Job Scott E. Zakalik, CPA, P.C.
Industry Financial Services
Experience
Scott E. Zakalik, CPA, P.C. 1998 - Present
Arthur Andersen LLP 2000 - 2001
PricewaterhouseCoopers LLP 1995 - 2000
Education
St. John Fisher College 1998 — 2001
MS, Taxation
Binghamton University - School of Management 1991 — 1995
BS & BA, Accounting & Environmental Studies
Scott E. Zakalik, CPA, P.C. 1998 - Present
Arthur Andersen LLP 2000 - 2001
PricewaterhouseCoopers LLP 1995 - 2000
Education
St. John Fisher College 1998 — 2001
MS, Taxation
Binghamton University - School of Management 1991 — 1995
BS & BA, Accounting & Environmental Studies
Kenneth Gibbons Kenneth Gibbons's Arthur Andersen LLP Experience January 1997 - May 2000
Job Principal at Friedman LLP
Industry Accounting
Experience
Friedman LLP May 2014 - Present
Kenneth Gibbons L.L.C. November 2009 - May 2014
Kenneth Gibbons November 2008 - November 2009
Deloitte June 2004 - November 2008
GS INVESTMENTS, LLC May 2001 - June 2004
GOLDMAN SACHS & CO June 2000 - May 2001
ARTHUR ANDERSEN LLP January 1997 - May 2000
Skills
US GAAP, Mergers & Acquisitions, Auditing, Internal Controls, CPA, Due Diligence, GAAP, Accounting, Tax Accounting, Private Equity, IPO, Start-ups, Corporate Tax, Strategic Financial..., Management Consulting, Tax, Business Planning, Tax Research, Finance, Valuation, Assurance, Financial Services, Income Tax, Financial Accounting, Strategic Planning, Business Valuation, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act
Education
Seton Hall University 1996 — 1999
Masters of Science, Taxation
Bloomfield College 1988 — 1992
Bachelor of Science, Accounting
West Orange High
Friedman LLP May 2014 - Present
Kenneth Gibbons L.L.C. November 2009 - May 2014
Kenneth Gibbons November 2008 - November 2009
Deloitte June 2004 - November 2008
GS INVESTMENTS, LLC May 2001 - June 2004
GOLDMAN SACHS & CO June 2000 - May 2001
ARTHUR ANDERSEN LLP January 1997 - May 2000
Skills
US GAAP, Mergers & Acquisitions, Auditing, Internal Controls, CPA, Due Diligence, GAAP, Accounting, Tax Accounting, Private Equity, IPO, Start-ups, Corporate Tax, Strategic Financial..., Management Consulting, Tax, Business Planning, Tax Research, Finance, Valuation, Assurance, Financial Services, Income Tax, Financial Accounting, Strategic Planning, Business Valuation, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act
Education
Seton Hall University 1996 — 1999
Masters of Science, Taxation
Bloomfield College 1988 — 1992
Bachelor of Science, Accounting
West Orange High
Doreen L. R. Chapman Doreen L. R. Chapman's Arthur Andersen LLP Experience May 1991 - December 1996
Job Finance and Operations Professional
Industry Financial Services
Experience
The Baupost Group March 2009 - July 2013
The Baupost Group August 2007 - March 2009
The Baupost Group April 2005 - August 2007
The Hartford January 2001 - August 2001
First State Management Group, a division of The Hartford December 1996 - December 2000
Arthur Andersen LLP May 1991 - December 1996
Skills
Operations Management, Financial Analysis, Financial Reporting, Accounting, Project Management, Change Management, Budget Forecasts, Budget Setting, Mergers & Acquisitions, Auditing, Financial Modeling, Insurance, Valuation
Education
Boston University - School of Management 1990 — 1992
Master of Business Administration (MBA), high honors
Wesleyan University 1988 — 1991
Bachelor's degree, Psychology
Colgate University 1986 — 1988
The Baupost Group March 2009 - July 2013
The Baupost Group August 2007 - March 2009
The Baupost Group April 2005 - August 2007
The Hartford January 2001 - August 2001
First State Management Group, a division of The Hartford December 1996 - December 2000
Arthur Andersen LLP May 1991 - December 1996
Skills
Operations Management, Financial Analysis, Financial Reporting, Accounting, Project Management, Change Management, Budget Forecasts, Budget Setting, Mergers & Acquisitions, Auditing, Financial Modeling, Insurance, Valuation
Education
Boston University - School of Management 1990 — 1992
Master of Business Administration (MBA), high honors
Wesleyan University 1988 — 1991
Bachelor's degree, Psychology
Colgate University 1986 — 1988
Barbara Coulter Barbara Coulter's Arthur Andersen LLP Experience 1996 - 1998
Job State and Local Tax Partner at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers LLP June 2011 - Present
PricewaterhouseCoopers LLP February 2005 - June 2011
The Home Depot 2001 - 2005
UPS 1998 - 2001
Arthur Andersen, LLP 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master, Taxation
Bob Jones University 1993 — 1996
B.S., Accounting
PricewaterhouseCoopers LLP June 2011 - Present
PricewaterhouseCoopers LLP February 2005 - June 2011
The Home Depot 2001 - 2005
UPS 1998 - 2001
Arthur Andersen, LLP 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master, Taxation
Bob Jones University 1993 — 1996
B.S., Accounting
Rodney Bosco Rodney Bosco's Arthur Andersen LLP Experience October 1995 - May 2002
Job Testifying Expert and Strategist in Assessing Money Damages (in Litigation) and Business Valuation
Industry Management Consulting
Experience
Gnarus Advisors LLC June 2013 - Present
DC Bar 2007 - Present
Navigant Consulting May 2002 - May 2013
Arthur Andersen LLP October 1995 - May 2002
NERA Economic Consulting April 1986 - October 1995
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Certified Fraud Examiner, Business Valuation, Forensic Analysis, Legal Fee Arbitration, Survey Design/Analysis, Damages Analysis, FCPA, Litigation Support, Arbitration, Fraud, Private Investigations, Economics, Dispute Resolution, Valuation, Civil Litigation, Dispute, Analysis, Due Diligence
Education
Excellence in Speaking 2011 — 2011
Ty Boyd Executive Communications and Coaching
University of Michigan 1980 — 1982
M.A., Economics
Boston College 1978 — 1980
B.A., Economics
Book Yourself Solid Intensive - June 2013
Gnarus Advisors LLC June 2013 - Present
DC Bar 2007 - Present
Navigant Consulting May 2002 - May 2013
Arthur Andersen LLP October 1995 - May 2002
NERA Economic Consulting April 1986 - October 1995
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Certified Fraud Examiner, Business Valuation, Forensic Analysis, Legal Fee Arbitration, Survey Design/Analysis, Damages Analysis, FCPA, Litigation Support, Arbitration, Fraud, Private Investigations, Economics, Dispute Resolution, Valuation, Civil Litigation, Dispute, Analysis, Due Diligence
Education
Excellence in Speaking 2011 — 2011
Ty Boyd Executive Communications and Coaching
University of Michigan 1980 — 1982
M.A., Economics
Boston College 1978 — 1980
B.A., Economics
Book Yourself Solid Intensive - June 2013
Daniel Rock Daniel Rock's Arthur Andersen LLP Experience 1999 - 2002
Job Global Manufacturing Operations Controller at Electrolux
Industry Consumer Goods
Experience
Electrolux October 2013 - Present
Electrolux Major Appliances January 2012 - October 2013
Electrolux Major Appliances January 2008 - March 2012
Electrolux Major Appliances March 2007 - February 2008
Electrolux Major Appliances March 2006 - May 2007
Electrolux Major Appliances May 2004 - March 2006
Electrolux Major Appliances June 2002 - May 2004
Arthur Andersen, LLP 1999 - 2002
National City Bank 1997 - 1999
National City Bank 1995 - 1997
Skills
CPA, CMA, CGMA, Accounting, Forecasting, Financial Reporting, Financial Analysis, SEC Financial Reporting, Budget, Internal Audit, External Audit, Inventory Management, Cost Accounting, Management Accounting, Technical Accounting..., Treasury Management, Working Capital..., SAP, People Development, Project Management, Process Improvement, Cross-functional Team..., Budgets
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Banking & Finance
Bowling Green State University 1989 — 1994
BSBA, Accounting
St. Edward High School
Electrolux October 2013 - Present
Electrolux Major Appliances January 2012 - October 2013
Electrolux Major Appliances January 2008 - March 2012
Electrolux Major Appliances March 2007 - February 2008
Electrolux Major Appliances March 2006 - May 2007
Electrolux Major Appliances May 2004 - March 2006
Electrolux Major Appliances June 2002 - May 2004
Arthur Andersen, LLP 1999 - 2002
National City Bank 1997 - 1999
National City Bank 1995 - 1997
Skills
CPA, CMA, CGMA, Accounting, Forecasting, Financial Reporting, Financial Analysis, SEC Financial Reporting, Budget, Internal Audit, External Audit, Inventory Management, Cost Accounting, Management Accounting, Technical Accounting..., Treasury Management, Working Capital..., SAP, People Development, Project Management, Process Improvement, Cross-functional Team..., Budgets
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Banking & Finance
Bowling Green State University 1989 — 1994
BSBA, Accounting
St. Edward High School
Jody Chai-Shao's Arthur Andersen LLP Experience August 2001 - April 2002
Job Director of Product Management at Network Health
Industry Hospital & Health Care
Experience
Tufts Health Plan – Network Health July 2014 - Present
PwC October 2010 - July 2014
Protiviti May 2002 - April 2009
Arthur Andersen LLP August 2001 - April 2002
Education
Boston University 1997 — 2001
BS, Computer Systems Engineering
Tufts Health Plan – Network Health July 2014 - Present
PwC October 2010 - July 2014
Protiviti May 2002 - April 2009
Arthur Andersen LLP August 2001 - April 2002
Education
Boston University 1997 — 2001
BS, Computer Systems Engineering
Daniel Meehan's Arthur Andersen LLP Experience August 1972 - June 2002
Job Tax Consultant
Industry Accounting
Experience
CohnReznick LLP May 2005 - Present
Ernst & Young LLP June 2002 - April 2005
Arthur Andersen LLP August 1972 - June 2002
Skills
Tax, FIN 48, Financial Planners, US GAAP, Acquisitions, Mergers & Acquisitions, High Net Worth..., Internal Controls, Financial Reporting, Tax Accounting, GAAP, Small Business, Mergers, Corporate Tax, Auditing, Accounting, Corporate Tax Planning, International Tax
Education
Boston College Law School 1969 — 1972
JD
Boston College - Carroll School of Management 1965 — 1969
BS, Accounting
CohnReznick LLP May 2005 - Present
Ernst & Young LLP June 2002 - April 2005
Arthur Andersen LLP August 1972 - June 2002
Skills
Tax, FIN 48, Financial Planners, US GAAP, Acquisitions, Mergers & Acquisitions, High Net Worth..., Internal Controls, Financial Reporting, Tax Accounting, GAAP, Small Business, Mergers, Corporate Tax, Auditing, Accounting, Corporate Tax Planning, International Tax
Education
Boston College Law School 1969 — 1972
JD
Boston College - Carroll School of Management 1965 — 1969
BS, Accounting
Eric D. Grandeen Eric D. Grandeen's Arthur Andersen LLP Experience June 1994 - May 2001
Job President, Idaho Pacific Lumber Company, Inc
Industry Wholesale
Experience
Idaho Pacific Lumber Company May 2011 - Present
Idaho Pacific Lumber Company January 2008 - May 2011
Idaho Pacific Lumber Company January 2006 - January 2008
Idaho Pacific Lumber Company, Inc June 2001 - January 2006
Arthur Andersen LLP June 1994 - May 2001
Education
Boise State University 1989 — 1994
Idaho Pacific Lumber Company May 2011 - Present
Idaho Pacific Lumber Company January 2008 - May 2011
Idaho Pacific Lumber Company January 2006 - January 2008
Idaho Pacific Lumber Company, Inc June 2001 - January 2006
Arthur Andersen LLP June 1994 - May 2001
Education
Boise State University 1989 — 1994
Christine Osinski, SPHR's Arthur Andersen LLP Experience February 1988 - July 2002
Job Northeast IFS HR Leader at PwC
Industry Accounting
Andrew Qualls Andrew Qualls's Arthur Andersen LLP Experience June 2000 - May 2002
Job
Industry Banking
Experience
Watson Pharmaceuticals May 2005 - September 2008
Watson Pharmaceuticals January 2003 - April 2005
Protiviti May 2002 - January 2003
Arthur Andersen LLP June 2000 - May 2002
Skills
ACL, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, Auditing, CISA, Risk Management, Risk Assessment, COBIT, Business Continuity, Information Technology
Education
Davis Applied Technology College 2013 — 2016
Computer Systems Networking and Telecommunications
Brigham Young University 1998 — 2000
Bachelors, Business and Information Systems
Utah Valley State College 1993 — 1998
Associates, General Business
Watson Pharmaceuticals May 2005 - September 2008
Watson Pharmaceuticals January 2003 - April 2005
Protiviti May 2002 - January 2003
Arthur Andersen LLP June 2000 - May 2002
Skills
ACL, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, Auditing, CISA, Risk Management, Risk Assessment, COBIT, Business Continuity, Information Technology
Education
Davis Applied Technology College 2013 — 2016
Computer Systems Networking and Telecommunications
Brigham Young University 1998 — 2000
Bachelors, Business and Information Systems
Utah Valley State College 1993 — 1998
Associates, General Business
Dana Grippi, CPA Dana Grippi, CPA's Arthur Andersen LLP Experience January 1995 - January 1998
Job Vice President, Financial Reporting at Hudson City Savings Bank
Industry Financial Services
Experience
Hudson City Savings Bank February 2011 - Present
GRP Financial Services 2004 - August 2010
AllianceBernstein 1999 - 2003
Arthur Andersen LLP January 1995 - January 1998
Skills
Financial Reporting, SEC Financial Reporting, Due Diligence, Financial Analysis, Account Reconciliation, Accounting, Accounts Payable, Analysis, Asset Management, Auditing, Banking, Budgets, Business Analysis, CPA, Cash Flow, Cash Management, Consolidation, Credit, Credit Analysis, Credit Risk, Enterprise Risk..., External Audit, Finance, Corporate Finance, Financial Accounting, Financial Modeling, Financial Risk, Financial Services, Forecasting, General Ledger, Internal Audit, Internal Controls, Loan Servicing, Loans, Mergers, Mortgage Lending, Portfolio Management, Real Estate, Risk Management, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Treasury Management, Valuation, Treasury, Risk Assessment
Education
Binghamton University - School of Management 1991 — 1995
Bachelor of Science, Accounting
Oceanside High School
Hudson City Savings Bank February 2011 - Present
GRP Financial Services 2004 - August 2010
AllianceBernstein 1999 - 2003
Arthur Andersen LLP January 1995 - January 1998
Skills
Financial Reporting, SEC Financial Reporting, Due Diligence, Financial Analysis, Account Reconciliation, Accounting, Accounts Payable, Analysis, Asset Management, Auditing, Banking, Budgets, Business Analysis, CPA, Cash Flow, Cash Management, Consolidation, Credit, Credit Analysis, Credit Risk, Enterprise Risk..., External Audit, Finance, Corporate Finance, Financial Accounting, Financial Modeling, Financial Risk, Financial Services, Forecasting, General Ledger, Internal Audit, Internal Controls, Loan Servicing, Loans, Mergers, Mortgage Lending, Portfolio Management, Real Estate, Risk Management, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Treasury Management, Valuation, Treasury, Risk Assessment
Education
Binghamton University - School of Management 1991 — 1995
Bachelor of Science, Accounting
Oceanside High School
Michael Kirk, CIA, CISA, CRISC Michael Kirk, CIA, CISA, CRISC's Arthur Andersen LLP Experience April 1999 - May 2002
Job Managing Director, Risk & Control Consulting LLC
Industry Financial Services
Experience
Risk & Control Consulting LLC December 2012 - Present
JP Morgan Chase August 2010 - December 2012
Risk Management Consulting Services April 2008 - July 2010
The BISYS Group, Inc. July 2004 - April 2008
protiviti, inc. May 2002 - July 2004
Arthur Andersen LLP April 1999 - May 2002
The IT Group, Inc. - Environmental Remediation Services March 1990 - April 1999
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Risk Assessment, Governance, Payment Industry, PCI DSS, PCI Standards, Business Process..., Project Management, Regulations, Financial Analysis, Information Security, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Sarbanes-Oxley, COBIT, Management Consulting, IT Risk Management
Education
Bowling Green State University
BSBA
Risk & Control Consulting LLC December 2012 - Present
JP Morgan Chase August 2010 - December 2012
Risk Management Consulting Services April 2008 - July 2010
The BISYS Group, Inc. July 2004 - April 2008
protiviti, inc. May 2002 - July 2004
Arthur Andersen LLP April 1999 - May 2002
The IT Group, Inc. - Environmental Remediation Services March 1990 - April 1999
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Risk Assessment, Governance, Payment Industry, PCI DSS, PCI Standards, Business Process..., Project Management, Regulations, Financial Analysis, Information Security, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Sarbanes-Oxley, COBIT, Management Consulting, IT Risk Management
Education
Bowling Green State University
BSBA
Chris Albers Chris Albers's Arthur Andersen LLP Experience 1997 - 2000
Job Tax Director at PwC specializing in Private Equity and Real Estate
Industry Real Estate
Experience
PwC 2010 - Present
KPMG LLP 2006 - 2009
Reznick Group 2002 - 2006
ARTHUR ANDERSEN, LLP 1997 - 2000
Skills
Private Equity, Investments, Tax Accounting, Tax Research, International Tax, Income Tax, Tax Returns, SEC filings, Corporate Law, CPA, Real Estate, Microsoft Excel, Tax Law, US GAAP, Tax Advisory, SEC Filings, Tax, Accounting
Education
Birmingham-Southern College 1982 — 1986
Birmingham-Southern College
Bachelor of Arts, Sociology
University of Alabama
PwC 2010 - Present
KPMG LLP 2006 - 2009
Reznick Group 2002 - 2006
ARTHUR ANDERSEN, LLP 1997 - 2000
Skills
Private Equity, Investments, Tax Accounting, Tax Research, International Tax, Income Tax, Tax Returns, SEC filings, Corporate Law, CPA, Real Estate, Microsoft Excel, Tax Law, US GAAP, Tax Advisory, SEC Filings, Tax, Accounting
Education
Birmingham-Southern College 1982 — 1986
Birmingham-Southern College
Bachelor of Arts, Sociology
University of Alabama
Kimiharu (Kim) Chatani Kimiharu (Kim) Chatani's Arthur Andersen LLP Experience October 1992 - September 2000
Job Senior Executive
Industry Financial Services
Experience
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Kimberly Reinert's Arthur Andersen LLP Experience August 1995 - July 2002
Job Partner at EY
Industry Accounting
Experience
Ernst & Young July 2002 - Present
Arthur Andersen LLP August 1995 - July 2002
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, CPA, Revenue Recognition, Mergers & Acquisitions, External Audit, Financial Accounting, Corporate Finance
Education
Boston College 1991 — 1995
BS, Accounting
Ernst & Young July 2002 - Present
Arthur Andersen LLP August 1995 - July 2002
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, CPA, Revenue Recognition, Mergers & Acquisitions, External Audit, Financial Accounting, Corporate Finance
Education
Boston College 1991 — 1995
BS, Accounting
John Stefane John Stefane's Arthur Andersen LLP Experience 1995 - 1999
Job VP of Finance at US Luggage LLC
Industry Consumer Goods
Experience
United States Luggage Company, LLC April 2014 - Present
MITEQ Inc May 2010 - April 2014
Arrow Electronics April 1999 - May 2010
Arrow Electronics March 2005 - August 2006
Arrow Electronics 2003 - 2006
Arrow Electronics 1999 - 2003
Arthur Andersen, LLP 1995 - 1999
Skills
Forecasting, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Process Improvement, Budgets, Financial Modeling, General Ledger, Variance Analysis, Cross-functional Team..., Finance, Revenue Recognition, US GAAP, Consolidation, Sarbanes-Oxley, Management, GAAP, SEC filings, Financial Statements, Managerial Finance, Cost Accounting, Financial Forecasting
Education
Binghamton University - School of Management 1990 — 1995
BS, Accounting
United States Luggage Company, LLC April 2014 - Present
MITEQ Inc May 2010 - April 2014
Arrow Electronics April 1999 - May 2010
Arrow Electronics March 2005 - August 2006
Arrow Electronics 2003 - 2006
Arrow Electronics 1999 - 2003
Arthur Andersen, LLP 1995 - 1999
Skills
Forecasting, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Process Improvement, Budgets, Financial Modeling, General Ledger, Variance Analysis, Cross-functional Team..., Finance, Revenue Recognition, US GAAP, Consolidation, Sarbanes-Oxley, Management, GAAP, SEC filings, Financial Statements, Managerial Finance, Cost Accounting, Financial Forecasting
Education
Binghamton University - School of Management 1990 — 1995
BS, Accounting
Allen Pack Allen Pack's Arthur Andersen LLP Experience January 1992 - May 1999
Job Corporate Controller at Gaiam
Industry Retail
Experience
Gaiam (NASDAQ: GAIA) May 2014 - Present
Imagine Communications (formerly Harris Broadcast) April 2013 - April 2014
Various October 2012 - April 2013
CenturyLink February 2012 - June 2012
CenturyLink (formerly Qwest Communications) January 2004 - February 2012
Verplex March 2002 - November 2003
Infogain May 1999 - December 2001
Arthur Andersen LLP January 1992 - May 1999
Skills
Hyperion Enterprise, PeopleSoft, FRx, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Forecasting, GAAP, Auditing, Accounting, Variance Analysis, SAP ERP, International Accounting, Mentoring Of Staff, SEC Financial Reporting, Board of Directors..., Hands-on Training, Team-oriented, Customer Service, Project Management, SOX 404, SOP 97-2, Business Integration, Monthly Close Process, Account Reconciliation, Journal Entries, Strategic Financial..., Process Improvement, Cross-functional Team..., Technical Accounting..., Stock Compensation, Internal Financial..., Cash Management, Cash Flow, Cash Flow Forecasting, Collections, Billing Process, Budget Process, Revenue Forecasting, IPO, Mergers, Acquisitions, Corporate Tax, CPA, Contract Negotiation, Multinational, Microsoft Dynamics SL
Education
Brigham Young University 1984 — 1991
BS, Accounting
Los Alamos High School
Gaiam (NASDAQ: GAIA) May 2014 - Present
Imagine Communications (formerly Harris Broadcast) April 2013 - April 2014
Various October 2012 - April 2013
CenturyLink February 2012 - June 2012
CenturyLink (formerly Qwest Communications) January 2004 - February 2012
Verplex March 2002 - November 2003
Infogain May 1999 - December 2001
Arthur Andersen LLP January 1992 - May 1999
Skills
Hyperion Enterprise, PeopleSoft, FRx, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Forecasting, GAAP, Auditing, Accounting, Variance Analysis, SAP ERP, International Accounting, Mentoring Of Staff, SEC Financial Reporting, Board of Directors..., Hands-on Training, Team-oriented, Customer Service, Project Management, SOX 404, SOP 97-2, Business Integration, Monthly Close Process, Account Reconciliation, Journal Entries, Strategic Financial..., Process Improvement, Cross-functional Team..., Technical Accounting..., Stock Compensation, Internal Financial..., Cash Management, Cash Flow, Cash Flow Forecasting, Collections, Billing Process, Budget Process, Revenue Forecasting, IPO, Mergers, Acquisitions, Corporate Tax, CPA, Contract Negotiation, Multinational, Microsoft Dynamics SL
Education
Brigham Young University 1984 — 1991
BS, Accounting
Los Alamos High School
Robert Zielinski's Arthur Andersen LLP Experience January 1997 - June 2002
Job Tax Director at PwC Specializing in Accounting for Income Taxes
Industry Accounting
Experience
PricewaterhouseCoopers June 2002 - Present
Arthur Andersen LLP January 1997 - June 2002
Skills
Auditing, Income Tax, Tax Advisory, Financial Statements, Tax, High Net Worth..., FIN 48, SEC filings, S Corporations, Tax Accounting, Corporate Tax, Internal Controls, GAAP, CPA, Tax Research, US GAAP, Sarbanes-Oxley Act
Education
Binghamton University - School of Management 1993 — 1996
BS, MS, Accounting
PricewaterhouseCoopers June 2002 - Present
Arthur Andersen LLP January 1997 - June 2002
Skills
Auditing, Income Tax, Tax Advisory, Financial Statements, Tax, High Net Worth..., FIN 48, SEC filings, S Corporations, Tax Accounting, Corporate Tax, Internal Controls, GAAP, CPA, Tax Research, US GAAP, Sarbanes-Oxley Act
Education
Binghamton University - School of Management 1993 — 1996
BS, MS, Accounting
Neil F. Finn's Arthur Andersen LLP Experience May 2000 - August 2001
Job General Manager | Operational Excellence, Strategy Execution, and Business Development
Industry Transportation/Trucking/Railroad
Experience
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) January 2015 - Present
McKenzie Valve & Machining (The Marmon Group, a Berkshire Hathaway Company) January 2014 - January 2015
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) May 2013 - January 2015
The Marmon Group (a subsidiary of Berkshire Hathaway) August 2011 - May 2013
Elevance Renewable Sciences, Inc. (a TPG portfolio company) October 2009 - August 2011
Deloitte & Touche LLP August 2001 - October 2009
Arthur Andersen LLP May 2000 - August 2001
Skills
U.S. GAAP, IFRS, SEC reporting, Microsoft Dynamics GP, Consolidation, Financial Reporting, IPO, SEC compliance, Internal Controls, Operating Budgets, Process Improvement, SEC filings, Great Plains Software, US GAAP, Hyperion Enterprise, Cost Accounting, CPA, Finance, Tax, Sage, Financial Systems, Accounts Receivable, Accounts Payable, Cash Management, Financial Audits, External Audit, Cash Flow, Fixed Assets, General Ledger, Big 4, GAAP, Auditing, Accounting, Strategic Financial..., Financial Planning, SEC Filings
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MS
Bradley University 1996 — 2000
BS
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) January 2015 - Present
McKenzie Valve & Machining (The Marmon Group, a Berkshire Hathaway Company) January 2014 - January 2015
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) May 2013 - January 2015
The Marmon Group (a subsidiary of Berkshire Hathaway) August 2011 - May 2013
Elevance Renewable Sciences, Inc. (a TPG portfolio company) October 2009 - August 2011
Deloitte & Touche LLP August 2001 - October 2009
Arthur Andersen LLP May 2000 - August 2001
Skills
U.S. GAAP, IFRS, SEC reporting, Microsoft Dynamics GP, Consolidation, Financial Reporting, IPO, SEC compliance, Internal Controls, Operating Budgets, Process Improvement, SEC filings, Great Plains Software, US GAAP, Hyperion Enterprise, Cost Accounting, CPA, Finance, Tax, Sage, Financial Systems, Accounts Receivable, Accounts Payable, Cash Management, Financial Audits, External Audit, Cash Flow, Fixed Assets, General Ledger, Big 4, GAAP, Auditing, Accounting, Strategic Financial..., Financial Planning, SEC Filings
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MS
Bradley University 1996 — 2000
BS
Shawn Grandon Shawn Grandon's Arthur Andersen LLP Experience July 1999 - May 2002
Job Controller North America at The Goodyear Tire & Rubber Company
Industry Automotive
Experience
The Goodyear Tire & Rubber Company May 2013 - Present
Goodyear Tire & Rubber Company April 2010 - April 2013
Goodyear July 2008 - March 2010
Associated Materials LLC October 2005 - June 2008
Associated Materials LLC November 2004 - October 2005
Associated Materials LLC May 2002 - November 2004
Arthur Andersen LLP July 1999 - May 2002
Strang, Klubnik and Associates December 1998 - June 1999
Arthur Andersen LLP June 1994 - November 1998
Education
Bowling Green State University 1990 — 1994
BSBA
The Goodyear Tire & Rubber Company May 2013 - Present
Goodyear Tire & Rubber Company April 2010 - April 2013
Goodyear July 2008 - March 2010
Associated Materials LLC October 2005 - June 2008
Associated Materials LLC November 2004 - October 2005
Associated Materials LLC May 2002 - November 2004
Arthur Andersen LLP July 1999 - May 2002
Strang, Klubnik and Associates December 1998 - June 1999
Arthur Andersen LLP June 1994 - November 1998
Education
Bowling Green State University 1990 — 1994
BSBA
Jennifer Alleva's Arthur Andersen LLP Experience August 1988 - February 1997
Job Partner at Your PartTime Controller, LLC
Industry Accounting
Experience
University of Pennsylvania September 2011 - Present
Your Part-Time Controller, LLC June 2003 - Present
Marlin Leasing April 1998 - November 1999
Equity National Bank/Susquehanna Bancshares, East March 1997 - April 1998
Arthur Andersen LLP August 1988 - February 1997
Education
Boston College - Carroll School of Management 1984 — 1988
BS Management, Accounting
University of Pennsylvania September 2011 - Present
Your Part-Time Controller, LLC June 2003 - Present
Marlin Leasing April 1998 - November 1999
Equity National Bank/Susquehanna Bancshares, East March 1997 - April 1998
Arthur Andersen LLP August 1988 - February 1997
Education
Boston College - Carroll School of Management 1984 — 1988
BS Management, Accounting
Rob Schellberg Rob Schellberg's Arthur Andersen LLP Experience July 1994 - October 2001
Job Experienced Accounting Executive
Industry Accounting
Experience
National Grid August 2007 - May 2011
KeySpan June 2005 - August 2007
KeySpan June 2003 - June 2005
KeySpan October 2001 - June 2003
Arthur Andersen LLP July 1994 - October 2001
Skills
Proficient in Microsoft..., Oracle, PeopleSoft, Organizational..., Team Leadership, Operational Efficiency, Accounts Payable, General Ledger, Consolidation, Staff Development, Staff Management, Organizational Design, IFRS, US GAAP, Fixed Assets, Internal Controls, Financial Reporting, SOX, Financial Analysis, Cash, GAAP, Policy, Integration, Reconciliation, Audit, Accruals, Cost Accounting, Auditing
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
National Grid August 2007 - May 2011
KeySpan June 2005 - August 2007
KeySpan June 2003 - June 2005
KeySpan October 2001 - June 2003
Arthur Andersen LLP July 1994 - October 2001
Skills
Proficient in Microsoft..., Oracle, PeopleSoft, Organizational..., Team Leadership, Operational Efficiency, Accounts Payable, General Ledger, Consolidation, Staff Development, Staff Management, Organizational Design, IFRS, US GAAP, Fixed Assets, Internal Controls, Financial Reporting, SOX, Financial Analysis, Cash, GAAP, Policy, Integration, Reconciliation, Audit, Accruals, Cost Accounting, Auditing
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Phil Hayes, CPA, CFE's Arthur Andersen LLP Experience December 2000 - July 2002
Job VP of Accounting at Holland Partner Group
Industry Real Estate
Experience
Holland Partner Group April 2014 - Present
Geffen Mesher & Company, P.C. October 2007 - April 2014
Nike September 2006 - October 2007
Deloitte & Touche September 2002 - June 2006
Arthur Andersen, LLP December 2000 - July 2002
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Accounting, US GAAP, CPA, Revenue Recognition, Auditing, Financial Accounting, Financial Statements, Consolidation, SEC filings
Education
Boston College 1997 — 1999
Bachelor of Science, Accounting
Holland Partner Group April 2014 - Present
Geffen Mesher & Company, P.C. October 2007 - April 2014
Nike September 2006 - October 2007
Deloitte & Touche September 2002 - June 2006
Arthur Andersen, LLP December 2000 - July 2002
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Accounting, US GAAP, CPA, Revenue Recognition, Auditing, Financial Accounting, Financial Statements, Consolidation, SEC filings
Education
Boston College 1997 — 1999
Bachelor of Science, Accounting
Carter Gaither's Arthur Andersen LLP Experience November 1998 - March 2002
Job CFO at Camargo Pharmaceutical Services
Industry Management Consulting
Experience
Camargo Pharmaceutical Services January 2015 - Present
Gaither Management Group January 2014 - December 2014
Union Springs July 2009 - December 2013
River Cities Capital Funds July 2002 - June 2009
Arthur Andersen, LLP November 1998 - March 2002
ME Lyons YMCA 1995 - 1998
Skills
Human Resources, Start-ups, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Due Diligence, Financial Modeling, Management, Strategy, Finance, Business Planning, Venture Capital, Mergers, Business Development, Real Estate, Accounting, Competitive Analysis, Contract Negotiation, Leadership, HR Strategy, Consulting, Marketing, Marketing Strategy, Management Consulting, Team Building, Budgets, Business Strategy, Financial Analysis, HR Policies, HR Consulting, Public Speaking, Social Media, Executive Management, Negotiation, Process Improvement
Education
Boston University 1988 — 1993
BSBA, Marketing / Accounting
Covington Latin School
Camargo Pharmaceutical Services January 2015 - Present
Gaither Management Group January 2014 - December 2014
Union Springs July 2009 - December 2013
River Cities Capital Funds July 2002 - June 2009
Arthur Andersen, LLP November 1998 - March 2002
ME Lyons YMCA 1995 - 1998
Skills
Human Resources, Start-ups, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Due Diligence, Financial Modeling, Management, Strategy, Finance, Business Planning, Venture Capital, Mergers, Business Development, Real Estate, Accounting, Competitive Analysis, Contract Negotiation, Leadership, HR Strategy, Consulting, Marketing, Marketing Strategy, Management Consulting, Team Building, Budgets, Business Strategy, Financial Analysis, HR Policies, HR Consulting, Public Speaking, Social Media, Executive Management, Negotiation, Process Improvement
Education
Boston University 1988 — 1993
BSBA, Marketing / Accounting
Covington Latin School
Matt Penarczyk's Arthur Andersen LLP Experience September 1995 - March 1998
Job Associate General Counsel at Microsoft
Industry Legal Services
Experience
Microsoft October 2002 - Present
Holland & Knight LLP March 1998 - October 2002
Arthur Andersen LLP September 1995 - March 1998
Skills
Intellectual Property, Software Licensing, Licensing, Corporate Law
Education
Boston College 1988 — 1992
Bachelor of Science (B.S.), Economics
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.)
Microsoft October 2002 - Present
Holland & Knight LLP March 1998 - October 2002
Arthur Andersen LLP September 1995 - March 1998
Skills
Intellectual Property, Software Licensing, Licensing, Corporate Law
Education
Boston College 1988 — 1992
Bachelor of Science (B.S.), Economics
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.)
Scott Borgio, CPA Scott Borgio, CPA's Arthur Andersen LLP Experience January 2000 - July 2001
Job CPA at Robbin R. Syrek, CPA, Inc.
Industry Accounting
Experience
Robbin R. Syrek, CPA, Inc. September 2014 - Present
Scott R. Borgio, CPA, LLC March 2009 - Present
Lockport Transportation, LLC January 2013 - July 2014
The Siegfried Group February 2008 - March 2009
Cliffs Natural Resources August 2007 - February 2008
Forest City Enterprises March 2003 - August 2007
ITS Traffic Systems, Inc July 2001 - March 2003
Arthur Andersen LLP January 2000 - July 2001
Skills
QuickBooks, Income Tax, Sales Tax, Accounting, CPA, Auditing, Corporate Tax, Tax, Internal Controls, General Ledger, Finance, Tax Preparation, Financial Statements, Management, Real Estate
Education
Bowling Green State University 1997 — 1999
BSBA, Accounting
Ohio Northern University 1995 — 1997
N/A, Accounting
Robbin R. Syrek, CPA, Inc. September 2014 - Present
Scott R. Borgio, CPA, LLC March 2009 - Present
Lockport Transportation, LLC January 2013 - July 2014
The Siegfried Group February 2008 - March 2009
Cliffs Natural Resources August 2007 - February 2008
Forest City Enterprises March 2003 - August 2007
ITS Traffic Systems, Inc July 2001 - March 2003
Arthur Andersen LLP January 2000 - July 2001
Skills
QuickBooks, Income Tax, Sales Tax, Accounting, CPA, Auditing, Corporate Tax, Tax, Internal Controls, General Ledger, Finance, Tax Preparation, Financial Statements, Management, Real Estate
Education
Bowling Green State University 1997 — 1999
BSBA, Accounting
Ohio Northern University 1995 — 1997
N/A, Accounting
Brian Bezdek Brian Bezdek's Arthur Andersen LLP Experience September 1993 - September 1996
Job CFO & COO at SCIenergy, Inc.
Industry Computer Software
Experience
SCIenergy, Inc. September 2014 - Present
BCB Financial January 2011 - Present
SuccessEd August 2012 - September 2014
Xterprise March 2009 - July 2013
Equicare Capital April 2006 - March 2009
TigerLogic Corporation April 2002 - April 2006
Activision, Inc. September 1996 - April 2002
Arthur Andersen LLP September 1993 - September 1996
Skills
Mergers, Cash Management, Restructuring, Executive Management, Auditing, Treasury, Tax, Operational Improvement, Venture Capital, Corporate Finance, Accounting, Investor Relations, Private Equity, CPA, Financial Analysis, Start-ups, Acquisition Integration, Turn Around Management, Financial Modeling, Due Diligence, Business Strategy, Mergers & Acquisitions, Management Consulting, Finance, Forecasting, Management, Sarbanes-Oxley Act, Investments, Leadership
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Business
Bowling Green State University 1990 — 1993
BSBA, Accounting
SCIenergy, Inc. September 2014 - Present
BCB Financial January 2011 - Present
SuccessEd August 2012 - September 2014
Xterprise March 2009 - July 2013
Equicare Capital April 2006 - March 2009
TigerLogic Corporation April 2002 - April 2006
Activision, Inc. September 1996 - April 2002
Arthur Andersen LLP September 1993 - September 1996
Skills
Mergers, Cash Management, Restructuring, Executive Management, Auditing, Treasury, Tax, Operational Improvement, Venture Capital, Corporate Finance, Accounting, Investor Relations, Private Equity, CPA, Financial Analysis, Start-ups, Acquisition Integration, Turn Around Management, Financial Modeling, Due Diligence, Business Strategy, Mergers & Acquisitions, Management Consulting, Finance, Forecasting, Management, Sarbanes-Oxley Act, Investments, Leadership
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Business
Bowling Green State University 1990 — 1993
BSBA, Accounting
Ron Stratton Ron Stratton's Arthur Andersen LLP Experience June 1973 - February 2000
Job Seminary & Institute Education Specialist, LDS Missionary
Industry Education Management
Experience
RK Homes January 2003 - Present
Stratton Investment Realty November 2012 - 2014
NAI Pinnacle January 2008 - November 2012
Boise State University January 2003 - May 2004
Geller & Company March 2000 - June 2002
Arthur Andersen LLP June 1973 - February 2000
Skills
Accounting, Real Estate, Residential Homes, Commercial Real Estate, Strategic Planning, Outsourcing, Due Diligence, Construction, Management, Sellers, Financial Analysis, Investment Properties, Finance, Property, Financial Modeling
Education
Boise State University 1969 — 1973
B.B.A., Accounting
RK Homes January 2003 - Present
Stratton Investment Realty November 2012 - 2014
NAI Pinnacle January 2008 - November 2012
Boise State University January 2003 - May 2004
Geller & Company March 2000 - June 2002
Arthur Andersen LLP June 1973 - February 2000
Skills
Accounting, Real Estate, Residential Homes, Commercial Real Estate, Strategic Planning, Outsourcing, Due Diligence, Construction, Management, Sellers, Financial Analysis, Investment Properties, Finance, Property, Financial Modeling
Education
Boise State University 1969 — 1973
B.B.A., Accounting
Chuck Kellner Chuck Kellner's Arthur Andersen LLP Experience 1994 - 1997
Job Senior Vice President at D4 LLC
Industry Legal Services
Experience
D4 LLC / D4 Discovery August 2010 - Present
Anacomp Caselogistix 2009 - July 2010
SPi Legal April 2005 - 2009
SPI Litigation Direct 2005 - 2009
Daticon, Inc 2002 - 2005
Electronic Evidence Discovery 1999 - 2002
Ibis Consulting 1997 - 1999
Arthur Andersen LLP 1994 - 1997
Debevoise & Plimpton 1987 - 1994
Skills
ediscovery, litigation support, EDRM, ediscovery sales, ediscovery sales..., computer forensics, The Sedona Conference, ESI data collection, scope of ediscovery, cost and burden, assistance with..., cost of ediscovery, electronic discovery, litigation discovery..., Litigation Support, ESI, EDRMS, Management, Litigation, Computer Forensics, Sales, Forensic Analysis, Sales Management, Scope, Data Collection, Relativity, Sales Engineering, E-Discovery Consulting, Pricing, Business Development, Procurement, Early Case Assessment, Expert Witness, Training, Document Review, Consulting, Strategy, Mergers & Acquisitions, Management Consulting, Enterprise Content..., Litigation Management, Digital Forensics, Privacy Law, Project Planning, Records Management, Process Improvement, Solution Selling, Leadership, Analysis, Information Technology
Education
Brandeis University
Bachelor of Arts (B.A.)
Lewis & Clark Law School
Doctor of Law (JD)
Wyoming Seminary
D4 LLC / D4 Discovery August 2010 - Present
Anacomp Caselogistix 2009 - July 2010
SPi Legal April 2005 - 2009
SPI Litigation Direct 2005 - 2009
Daticon, Inc 2002 - 2005
Electronic Evidence Discovery 1999 - 2002
Ibis Consulting 1997 - 1999
Arthur Andersen LLP 1994 - 1997
Debevoise & Plimpton 1987 - 1994
Skills
ediscovery, litigation support, EDRM, ediscovery sales, ediscovery sales..., computer forensics, The Sedona Conference, ESI data collection, scope of ediscovery, cost and burden, assistance with..., cost of ediscovery, electronic discovery, litigation discovery..., Litigation Support, ESI, EDRMS, Management, Litigation, Computer Forensics, Sales, Forensic Analysis, Sales Management, Scope, Data Collection, Relativity, Sales Engineering, E-Discovery Consulting, Pricing, Business Development, Procurement, Early Case Assessment, Expert Witness, Training, Document Review, Consulting, Strategy, Mergers & Acquisitions, Management Consulting, Enterprise Content..., Litigation Management, Digital Forensics, Privacy Law, Project Planning, Records Management, Process Improvement, Solution Selling, Leadership, Analysis, Information Technology
Education
Brandeis University
Bachelor of Arts (B.A.)
Lewis & Clark Law School
Doctor of Law (JD)
Wyoming Seminary
John A. Giunti 张军提 John A. Giunti 张军提's Arthur Andersen LLP Experience September 1996 - December 1998
Job Founder & CEO at Interactive Media Solutions
Industry Information Technology and Services
Experience
Interactive Media Solutions March 2008 - Present
STOC 2013 - 2015
Vista Broadcasting Group, Inc June 2006 - February 2008
Terrorvision Television, LLC April 2002 - May 2006
China America Partners, LLC July 2001 - April 2005
Ernst & Young June 1999 - June 2001
John Giunti December 1998 - May 1999
Arthur Andersen, LLP September 1996 - December 1998
Columbia Business School October 1991 - June 1995
AIG January 1991 - October 1991
Skills
Finance, Strategic Planning, China Business..., Executive Management, Entrepreneur, Venture Capital, Start-ups, Investor Relations, Program Management, Project Management, Information Technology, International, CXO level engagement, Business Development, Management Consulting, Cross-functional Team..., Presidency, Entrepreneurship, Marketing Strategy, Management, Business Strategy, SEO, CRM, IT Strategy, Negotiation, Software Development, Strategy, Marketing, Outsourcing, Analysis, Leadership, Budgets, Mergers & Acquisitions, Market Research, Financial Analysis, Due Diligence, Strategic Partnerships, Business Planning, Integration, Private Equity, SaaS, Corporate Development, Email Marketing, Social Networking, Product Management, Competitive Analysis, Consulting
Education
Boston University 2009 — 2011
CFA lvl II & III
Fudan University 1995 — 1995
Certificate
Columbia University - Columbia Business School 1994 — 1995
MBA
City University of New York (CUNY) 1988 — 1991
B. A
Boston University 1986 — 1988
BS
Interactive Media Solutions March 2008 - Present
STOC 2013 - 2015
Vista Broadcasting Group, Inc June 2006 - February 2008
Terrorvision Television, LLC April 2002 - May 2006
China America Partners, LLC July 2001 - April 2005
Ernst & Young June 1999 - June 2001
John Giunti December 1998 - May 1999
Arthur Andersen, LLP September 1996 - December 1998
Columbia Business School October 1991 - June 1995
AIG January 1991 - October 1991
Skills
Finance, Strategic Planning, China Business..., Executive Management, Entrepreneur, Venture Capital, Start-ups, Investor Relations, Program Management, Project Management, Information Technology, International, CXO level engagement, Business Development, Management Consulting, Cross-functional Team..., Presidency, Entrepreneurship, Marketing Strategy, Management, Business Strategy, SEO, CRM, IT Strategy, Negotiation, Software Development, Strategy, Marketing, Outsourcing, Analysis, Leadership, Budgets, Mergers & Acquisitions, Market Research, Financial Analysis, Due Diligence, Strategic Partnerships, Business Planning, Integration, Private Equity, SaaS, Corporate Development, Email Marketing, Social Networking, Product Management, Competitive Analysis, Consulting
Education
Boston University 2009 — 2011
CFA lvl II & III
Fudan University 1995 — 1995
Certificate
Columbia University - Columbia Business School 1994 — 1995
MBA
City University of New York (CUNY) 1988 — 1991
B. A
Boston University 1986 — 1988
BS
Tim Aleck Tim Aleck's Arthur Andersen LLP Experience 1993 - 1998
Job Director of Talent Management at Baxalta
Industry Hospital & Health Care
Experience
Baxalta July 2015 - Present
Baxter International August 2004 - Present
RR Donnelley 2000 - 2004
Deloitte Consulting 1998 - 2000
Arthur Andersen LLP 1993 - 1998
Skills
Talent Management, Leadership Development, Performance Management, Succession Planning, Organizational..., Change Management, Talent Acquisition, Workforce Planning, Organizational Design, Organizational..., Employee Engagement, Employee Relations, Culture Change, Conflict Resolution, Onboarding, Instructional Design, Training, Career Development, Training Delivery, Team Building, HRIS, Executive Coaching, Process Improvement
Education
Northern Illinois University 1991 — 1993
Master's degree, Organizational Communications
Boston College 1986 — 1988
Bachelor of Arts (B.A.), Communications
Loyola University of Chicago 1984 — 1986
Biology/Biological Sciences, General
Baxalta July 2015 - Present
Baxter International August 2004 - Present
RR Donnelley 2000 - 2004
Deloitte Consulting 1998 - 2000
Arthur Andersen LLP 1993 - 1998
Skills
Talent Management, Leadership Development, Performance Management, Succession Planning, Organizational..., Change Management, Talent Acquisition, Workforce Planning, Organizational Design, Organizational..., Employee Engagement, Employee Relations, Culture Change, Conflict Resolution, Onboarding, Instructional Design, Training, Career Development, Training Delivery, Team Building, HRIS, Executive Coaching, Process Improvement
Education
Northern Illinois University 1991 — 1993
Master's degree, Organizational Communications
Boston College 1986 — 1988
Bachelor of Arts (B.A.), Communications
Loyola University of Chicago 1984 — 1986
Biology/Biological Sciences, General
Liz Bonacci's Arthur Andersen LLP Experience September 1996 - November 1999
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Ameriprise Financial Services, Inc. June 2014 - Present
Huron Consulting Group April 2004 - July 2008
Fidelity Investments November 1999 - October 2003
Arthur Andersen LLP September 1996 - November 1999
Education
Boston College 1992 — 1996
B.S., Accounting
Felice Gray-Kemp's Arthur Andersen LLP Experience 1996 - 1998
Job Senior Legal Executive: Nationally Recognized International Commercial Generalist, Regulatory and Compliance Counsel
Industry Legal Services
Experience
Amphenol Corporation February 2014 - Present
Chemtura Corporation 2012 - 2014
Honeywell International Inc. 2009 - 2012
United Technologies Corporation 1998 - 2009
Albertus Magnus College 2003 - 2008
Arthur Andersen LLP 1996 - 1998
Skills
Mergers & Acquisitions, Employment Law, Policy, Intellectual Property, Legal Compliance, Corporate Governance, Business Process..., Joint Ventures, Negotiation, Cross-functional Team..., Public Speaking, Litigation Management, International Business..., International..., Dispute Resolution, Legal Research, Civil Litigation, Cross-border..., Corporate Law, Strategy, Litigation, Management, Commercial Litigation, Legal Writing, Legal Assistance, Licensing, Leadership, Due Diligence, Contract Negotiation, Process Improvement, Legal Advice, Mediation
Education
Boston University School of Law 1999 — 2002
LLM, Taxation
Boston University School of Law 1999 — 2002
Master’s Degree, Tax Law/Taxation
The University of Connecticut School of Law 1993 — 1996
J.D., Law
Yale University 1987 — 1991
B.A., English
Amphenol Corporation February 2014 - Present
Chemtura Corporation 2012 - 2014
Honeywell International Inc. 2009 - 2012
United Technologies Corporation 1998 - 2009
Albertus Magnus College 2003 - 2008
Arthur Andersen LLP 1996 - 1998
Skills
Mergers & Acquisitions, Employment Law, Policy, Intellectual Property, Legal Compliance, Corporate Governance, Business Process..., Joint Ventures, Negotiation, Cross-functional Team..., Public Speaking, Litigation Management, International Business..., International..., Dispute Resolution, Legal Research, Civil Litigation, Cross-border..., Corporate Law, Strategy, Litigation, Management, Commercial Litigation, Legal Writing, Legal Assistance, Licensing, Leadership, Due Diligence, Contract Negotiation, Process Improvement, Legal Advice, Mediation
Education
Boston University School of Law 1999 — 2002
LLM, Taxation
Boston University School of Law 1999 — 2002
Master’s Degree, Tax Law/Taxation
The University of Connecticut School of Law 1993 — 1996
J.D., Law
Yale University 1987 — 1991
B.A., English
PJ Nederhouser PJ Nederhouser's Arthur Andersen LLP Experience January 2000 - June 2001
Job Enterprise Sales Manager, Central & West Regions Talent Solutions at LinkedIn
Industry Internet
Experience
LinkedIn January 2014 - Present
LinkedIn January 2013 - December 2013
LinkedIn July 2011 - December 2012
PricewaterhouseCoopers December 2005 - July 2011
Dun & Bradstreet July 2001 - November 2005
Arthur Andersen LLP January 2000 - June 2001
Tellabs May 1999 - January 2000
Burke Beverage, Inc. May 1998 - January 1999
Skills
Sales Process, Account Management, Talent Acquisition, Customer Relations, Employer Branding, Salesforce.com, LinkedIn, Social Media, Social Networking..., Online Social Networking, New Business Development, Team Building, Enterprise Software, Customer Service, CRM, Leadership, Selling, Sales Management, Marketing, Management, Business Development, Strategy, Sales, Cold Calling, SaaS, Solution Selling, Forecasting, Recruiting, Negotiation, Talent Management, Sales Presentations, B2B, Training, Management Consulting, Lead Generation, Facilitations, Strategic Partnerships, E-commerce, Team Facilitation, Competitive Analysis, Online Advertising, Relationship Management, Direct Sales
Education
Northern Illinois University 1998 — 1999
B.A., Corporate & Organizational Communications
Bowling Green State University 1995 — 1998
Hinsdale Central High School 1991 — 1995
LinkedIn January 2014 - Present
LinkedIn January 2013 - December 2013
LinkedIn July 2011 - December 2012
PricewaterhouseCoopers December 2005 - July 2011
Dun & Bradstreet July 2001 - November 2005
Arthur Andersen LLP January 2000 - June 2001
Tellabs May 1999 - January 2000
Burke Beverage, Inc. May 1998 - January 1999
Skills
Sales Process, Account Management, Talent Acquisition, Customer Relations, Employer Branding, Salesforce.com, LinkedIn, Social Media, Social Networking..., Online Social Networking, New Business Development, Team Building, Enterprise Software, Customer Service, CRM, Leadership, Selling, Sales Management, Marketing, Management, Business Development, Strategy, Sales, Cold Calling, SaaS, Solution Selling, Forecasting, Recruiting, Negotiation, Talent Management, Sales Presentations, B2B, Training, Management Consulting, Lead Generation, Facilitations, Strategic Partnerships, E-commerce, Team Facilitation, Competitive Analysis, Online Advertising, Relationship Management, Direct Sales
Education
Northern Illinois University 1998 — 1999
B.A., Corporate & Organizational Communications
Bowling Green State University 1995 — 1998
Hinsdale Central High School 1991 — 1995
Sanon Lezeau's Arthur Andersen LLP Experience June 1992 - July 1995
Job Area Business Manager (AL, FL, GA)
Industry Biotechnology
Experience
ONY, INC. February 2013 - Present
CariRx S.A. January 2009 - February 2013
GlaxoSmithKline February 2004 - December 2008
Merck July 1999 - February 2004
Gillette July 1995 - July 1999
Arthur Andersen LLP June 1992 - July 1995
Skills
Pharmaceutical Sales, Account Management, Strategic Planning, Business Development, Biopharmaceuticals, Territory Management, Respiratory Products, Cardiovascular, Central Nervous System, Psychiatry, Allergy & Immunology, Endocrinology, Rheumatoid Arthritis, Osteoporosis, Osteoarthritis, Pain Management, Sales Force Development
Education
Boston University - School of Management 1996 — 1999
MBA, Marketing
Boston College 1988 — 1992
BS, Finance/Accounting
ONY, INC. February 2013 - Present
CariRx S.A. January 2009 - February 2013
GlaxoSmithKline February 2004 - December 2008
Merck July 1999 - February 2004
Gillette July 1995 - July 1999
Arthur Andersen LLP June 1992 - July 1995
Skills
Pharmaceutical Sales, Account Management, Strategic Planning, Business Development, Biopharmaceuticals, Territory Management, Respiratory Products, Cardiovascular, Central Nervous System, Psychiatry, Allergy & Immunology, Endocrinology, Rheumatoid Arthritis, Osteoporosis, Osteoarthritis, Pain Management, Sales Force Development
Education
Boston University - School of Management 1996 — 1999
MBA, Marketing
Boston College 1988 — 1992
BS, Finance/Accounting
Charles Montemor Charles Montemor's Arthur Andersen LLP Experience January 2001 - May 2002
Job Asset Manager at Reit Management & Research LLC
Industry Real Estate
Experience
Reit Management & Research LLC June 2015 - Present
Digital Realty March 2015 - June 2015
Digital Realty April 2012 - February 2015
Colony Realty Partners November 2008 - April 2012
TA Associates Realty May 2007 - November 2008
MonteCristo Moving Services Inc July 2004 - April 2007
PricewaterhouseCoopers LLP June 2003 - June 2004
Arthur Andersen LLP January 2001 - May 2002
Cambridge Savings Bank June 1999 - January 2001
Skills
Accounting, Asset Management, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Strategy, US GAAP, Cash Flow Forecasting, Real Estate, Forecasting, Valuation, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Investments, Internal Controls, Managerial Finance, Cash Flow, Budgets, Argus Modeling, Financial Accounting, Variance Analysis, Business Strategy, Strategic Planning, Budgeting, Budget Analysis, Budget Preparation, Auditing, Yardi, Finance, Commercial Real Estate, Real Estate Development, Leases, Real Estate Economics, Contract Negotiation, Project Management, Management, Real Estate Transactions
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance and Strategy
Northeastern University 1999 — 2003
BSBA, Accounting and Finance
Reit Management & Research LLC June 2015 - Present
Digital Realty March 2015 - June 2015
Digital Realty April 2012 - February 2015
Colony Realty Partners November 2008 - April 2012
TA Associates Realty May 2007 - November 2008
MonteCristo Moving Services Inc July 2004 - April 2007
PricewaterhouseCoopers LLP June 2003 - June 2004
Arthur Andersen LLP January 2001 - May 2002
Cambridge Savings Bank June 1999 - January 2001
Skills
Accounting, Asset Management, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Strategy, US GAAP, Cash Flow Forecasting, Real Estate, Forecasting, Valuation, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Investments, Internal Controls, Managerial Finance, Cash Flow, Budgets, Argus Modeling, Financial Accounting, Variance Analysis, Business Strategy, Strategic Planning, Budgeting, Budget Analysis, Budget Preparation, Auditing, Yardi, Finance, Commercial Real Estate, Real Estate Development, Leases, Real Estate Economics, Contract Negotiation, Project Management, Management, Real Estate Transactions
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance and Strategy
Northeastern University 1999 — 2003
BSBA, Accounting and Finance
Petra Peplau Petra Peplau's Arthur Andersen LLP Experience June 1994 - October 2000
Job
Industry Accounting
Experience
RJ Kelly Company June 2012 - Present
Prologis Inc, (fka AMB Property Corporation) May 2004 - June 2012
Berman DeValerio Pease Tabacco Burt & Pucillo November 2001 - May 2004
Arthur Andersen LLP June 1994 - October 2000
Skills
Real Estate, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Forecasting, Monthly Close, Management
Education
Boston University Questrom School of Business 1994 — 1995
MBA, Accounting
Hamilton College 1990 — 1994
BA, Mathematics
RJ Kelly Company June 2012 - Present
Prologis Inc, (fka AMB Property Corporation) May 2004 - June 2012
Berman DeValerio Pease Tabacco Burt & Pucillo November 2001 - May 2004
Arthur Andersen LLP June 1994 - October 2000
Skills
Real Estate, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Forecasting, Monthly Close, Management
Education
Boston University Questrom School of Business 1994 — 1995
MBA, Accounting
Hamilton College 1990 — 1994
BA, Mathematics
Gil Golan's Arthur Andersen LLP Experience June 2000 - June 2002
Job Seeking new opportunity
Industry Financial Services
Experience
TR Capital Management LLC January 2015 - April 2015
Guggenheim Partners September 2014 - October 2014
UnitedLex Corporation 2013 - 2014
Credit Suisse 2012 - 2012
Credit Suisse 2004 - 2011
Credit Suisse November 2003 - February 2004
Arthur Andersen LLP June 2000 - June 2002
The New York Times Company January 1997 - August 1999
Macy's October 1994 - January 1997
Skills
Investment Banking, Fixed Income, Distressed Debt, Distressed Bank Debt, Bankruptcy Trade Claims, Portfolio Management, Capital Markets, Equities, ISDA, Hedge Funds, Compliance, Strategic Planning, Financial Modeling, Leadership, Process Improvement, Project Management, International Tax, Banking, Derivatives, Credit Derivatives, Equity Derivatives, Structured Products, Private Banking, Analysis
Education
Fordham University School of Law
Doctor of Law (JD)
University of Maryland College Park
Master of Business Administration (M.B.A.), Finance and International Business
Boston University
Bachelor of Arts (B.A.), Economics
Ramaz
TR Capital Management LLC January 2015 - April 2015
Guggenheim Partners September 2014 - October 2014
UnitedLex Corporation 2013 - 2014
Credit Suisse 2012 - 2012
Credit Suisse 2004 - 2011
Credit Suisse November 2003 - February 2004
Arthur Andersen LLP June 2000 - June 2002
The New York Times Company January 1997 - August 1999
Macy's October 1994 - January 1997
Skills
Investment Banking, Fixed Income, Distressed Debt, Distressed Bank Debt, Bankruptcy Trade Claims, Portfolio Management, Capital Markets, Equities, ISDA, Hedge Funds, Compliance, Strategic Planning, Financial Modeling, Leadership, Process Improvement, Project Management, International Tax, Banking, Derivatives, Credit Derivatives, Equity Derivatives, Structured Products, Private Banking, Analysis
Education
Fordham University School of Law
Doctor of Law (JD)
University of Maryland College Park
Master of Business Administration (M.B.A.), Finance and International Business
Boston University
Bachelor of Arts (B.A.), Economics
Ramaz
Jerry Von Deylen Jerry Von Deylen's Arthur Andersen LLP Experience June 1968 - August 1996
Job Director of Business Affairs, College of Business at
Industry Education Management
Experience
University of Cincinnati May 2011 - Present
University of Cincinnati May 2011 - Present
Gerald L. Von Deylen September 1996 - May 2011
Scanner Applications January 2006 - August 2010
Arthur Andersen LLP June 1968 - August 1996
Skills
Forecasting, Auditing, Budgets, Accounting, Financial Analysis, Mergers, Training, Process Improvement, Managerial Finance, Finance, Mergers & Acquisitions, Due Diligence, Financial Reporting, Financial Modeling, Leadership
Education
Bowling Green State University 1962 — 1966
BSBA, Accounting
University of Cincinnati May 2011 - Present
University of Cincinnati May 2011 - Present
Gerald L. Von Deylen September 1996 - May 2011
Scanner Applications January 2006 - August 2010
Arthur Andersen LLP June 1968 - August 1996
Skills
Forecasting, Auditing, Budgets, Accounting, Financial Analysis, Mergers, Training, Process Improvement, Managerial Finance, Finance, Mergers & Acquisitions, Due Diligence, Financial Reporting, Financial Modeling, Leadership
Education
Bowling Green State University 1962 — 1966
BSBA, Accounting
Cathy MacKinnon's Arthur Andersen LLP Experience 2000 - 2002
Job
Industry Pharmaceuticals
Experience
Merck June 2014 - Present
Merck February 2013 - June 2014
Merck January 2012 - February 2013
Merck & Co. Inc. February 2010 - January 2012
Schering-Plough April 2005 - February 2010
Schering-Plough February 2002 - April 2005
Arthur Andersen, LLP 2000 - 2002
Skills
Business Process, Budgeting, Compliance, Requirements Analysis, Testing, Analysis, Documentation, Deployment, Validation, Budgets, Strategy, Integration, Software Documentation, Project Management, Management, SAP
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Binghamton University - School of Management 1996 — 2000
BS
Merck June 2014 - Present
Merck February 2013 - June 2014
Merck January 2012 - February 2013
Merck & Co. Inc. February 2010 - January 2012
Schering-Plough April 2005 - February 2010
Schering-Plough February 2002 - April 2005
Arthur Andersen, LLP 2000 - 2002
Skills
Business Process, Budgeting, Compliance, Requirements Analysis, Testing, Analysis, Documentation, Deployment, Validation, Budgets, Strategy, Integration, Software Documentation, Project Management, Management, SAP
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Binghamton University - School of Management 1996 — 2000
BS
Catherine (Katie) Grotenhuis Catherine (Katie) Grotenhuis's Arthur Andersen LLP Experience 2000 - 2002
Job Manager of Data Management & Analytics Support at UnityPoint Health
Industry Banking
Experience
UnityPoint Health September 2014 - Present
Meriter Hospital February 2014 - September 2014
Meriter Hospital March 2013 - February 2014
Madison Gas and Electric August 2012 - February 2013
First Business September 2011 - August 2012
Doral Dental 2002 - 2007
Arthur Andersen, LLP 2000 - 2002
Skills
SSRS, Business Analysis, SQL, SSIS, Microsoft SQL Server, Databases, Business Intelligence, Software Documentation, Data Warehousing, Database Design
Education
Boston University 2011 — 2013
Master of Science (M.S.), Computer Information Systems
University of Wisconsin-Madison - School of Business 1996 — 2000
BBA, Information System Analysis & Design
UnityPoint Health September 2014 - Present
Meriter Hospital February 2014 - September 2014
Meriter Hospital March 2013 - February 2014
Madison Gas and Electric August 2012 - February 2013
First Business September 2011 - August 2012
Doral Dental 2002 - 2007
Arthur Andersen, LLP 2000 - 2002
Skills
SSRS, Business Analysis, SQL, SSIS, Microsoft SQL Server, Databases, Business Intelligence, Software Documentation, Data Warehousing, Database Design
Education
Boston University 2011 — 2013
Master of Science (M.S.), Computer Information Systems
University of Wisconsin-Madison - School of Business 1996 — 2000
BBA, Information System Analysis & Design
Brad Hunter Brad Hunter's Arthur Andersen LLP Experience May 1998 - August 1998
Job Director at Alix Partners, LLP
Industry Financial Services
Experience
Alix Partners, LLP 2004 - Present
Ernst & Young Corporate Finance 1999 - 2004
Sento Consulting Corporation December 1998 - May 1999
Arthur Andersen LLP May 1998 - August 1998
Diamond Multimedia Systems, Inc. January 1995 - August 1997
Media Vision Inc. August 1994 - January 1995
ASK Group, Inc. June 1994 - August 1994
Skills
Bankruptcy, Performance Improvement, Restructuring, Valuation, Financial Modeling, Cash Management, Cash Flow, Cost Reduction, Financial Management, Crisis Management, Business Planning, Debt Restructuring, Forecasting, Financial Analysis, Change Management, Cash Flow Forecasting, Managerial Finance, Management Consulting, Corporate Finance, Start-ups, Investments, M&A experience, Due Diligence, Private Equity, Strategic Financial..., Strategy, Acquisition Integration, Business Valuation, Corporate Development, Turn Around Management, Internal Audit, Mergers & Acquisitions, Financial Services, Divestitures, Analysis, Treasury Management
Education
Brigham Young University 1997 — 1999
MBA, International Finance
Brigham Young University 1989 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Alix Partners, LLP 2004 - Present
Ernst & Young Corporate Finance 1999 - 2004
Sento Consulting Corporation December 1998 - May 1999
Arthur Andersen LLP May 1998 - August 1998
Diamond Multimedia Systems, Inc. January 1995 - August 1997
Media Vision Inc. August 1994 - January 1995
ASK Group, Inc. June 1994 - August 1994
Skills
Bankruptcy, Performance Improvement, Restructuring, Valuation, Financial Modeling, Cash Management, Cash Flow, Cost Reduction, Financial Management, Crisis Management, Business Planning, Debt Restructuring, Forecasting, Financial Analysis, Change Management, Cash Flow Forecasting, Managerial Finance, Management Consulting, Corporate Finance, Start-ups, Investments, M&A experience, Due Diligence, Private Equity, Strategic Financial..., Strategy, Acquisition Integration, Business Valuation, Corporate Development, Turn Around Management, Internal Audit, Mergers & Acquisitions, Financial Services, Divestitures, Analysis, Treasury Management
Education
Brigham Young University 1997 — 1999
MBA, International Finance
Brigham Young University 1989 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Suzanne (Cayer) Griffin's Arthur Andersen LLP Experience September 1993 - July 1997
Job Controller at Advance Medical, Inc.
Industry Investment Management
Experience
Advance Medical, Inc. April 2015 - Present
Batterymarch Financial Management April 2006 - January 2015
Old Mutual Asset Management January 2005 - April 2006
Old Mutual Asset Management September 2002 - January 2005
Old Mutual Asset Management September 1999 - September 2002
Old Mutual Asset Management July 1997 - September 1999
Arthur Andersen LLP September 1993 - July 1997
Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Brockton High School
Advance Medical, Inc. April 2015 - Present
Batterymarch Financial Management April 2006 - January 2015
Old Mutual Asset Management January 2005 - April 2006
Old Mutual Asset Management September 2002 - January 2005
Old Mutual Asset Management September 1999 - September 2002
Old Mutual Asset Management July 1997 - September 1999
Arthur Andersen LLP September 1993 - July 1997
Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Brockton High School
Jen Rodgers Jen Rodgers's Arthur Andersen LLP Experience August 1999 - May 2002
Job Finance Manager Caterpillar Global Mining Business at Caterpillar Inc.
Industry
Experience
Caterpillar Inc. June 2012 - Present
Jason Incorporated August 2008 - June 2012
Caterpillar Inc. May 2002 - August 2008
Arthur Andersen LLP August 1999 - May 2002
Skills
Six Sigma, Conducting Interviews, IT Administration, Strategic Policy..., Caterpillar Lean..., Project Management...
Education
Bradley University 1995 — 1999
Bachelor of Arts (B.A.), Accounting and Finance, Summa Cum Laude
Caterpillar Inc. June 2012 - Present
Jason Incorporated August 2008 - June 2012
Caterpillar Inc. May 2002 - August 2008
Arthur Andersen LLP August 1999 - May 2002
Skills
Six Sigma, Conducting Interviews, IT Administration, Strategic Policy..., Caterpillar Lean..., Project Management...
Education
Bradley University 1995 — 1999
Bachelor of Arts (B.A.), Accounting and Finance, Summa Cum Laude
Brian Centner Brian Centner's Arthur Andersen LLP Experience August 2000 - June 2002
Job Managing Director at Sovarnum Capital L.P.
Industry Investment Management
Experience
Sovarnum Capital L.P. July 2012 - Present
Morgan Stanley February 2003 - July 2012
KPMG LLP June 2002 - February 2003
Arthur Andersen LLP August 2000 - June 2002
Skills
Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Fund Of Funds, SEC filings, Securities Regulation, Finance, Accounting, Financial Reporting, Asset Managment, Financial Analysis, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Entrepreneurship & Innovation
State University of New York at Binghamton 1996 — 2000
BS, Accounting
Sovarnum Capital L.P. July 2012 - Present
Morgan Stanley February 2003 - July 2012
KPMG LLP June 2002 - February 2003
Arthur Andersen LLP August 2000 - June 2002
Skills
Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Fund Of Funds, SEC filings, Securities Regulation, Finance, Accounting, Financial Reporting, Asset Managment, Financial Analysis, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Entrepreneurship & Innovation
State University of New York at Binghamton 1996 — 2000
BS, Accounting
Paul Joy's Arthur Andersen LLP Experience October 1996 - July 2002
Job Tax FP&A Leader at GE Capital
Industry Financial Services
Experience
GE Capital February 2015 - Present
General Electric Company December 2011 - February 2015
General Electric Company December 2004 - December 2011
General Electric Company July 2002 - December 2004
Arthur Andersen LLP October 1996 - July 2002
Arthur Andersen LLP October 1996 - August 1998
KPMG LLP September 1994 - October 1996
Skills
Process Improvement, Financial Modeling, Mergers, Corporate Tax, Tax, Leadership, US GAAP, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Accounting, Mergers & Acquisitions, International Tax, Sarbanes-Oxley Act, Restructuring
Education
Boston College Law School 1991 — 1994
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics
GE Capital February 2015 - Present
General Electric Company December 2011 - February 2015
General Electric Company December 2004 - December 2011
General Electric Company July 2002 - December 2004
Arthur Andersen LLP October 1996 - July 2002
Arthur Andersen LLP October 1996 - August 1998
KPMG LLP September 1994 - October 1996
Skills
Process Improvement, Financial Modeling, Mergers, Corporate Tax, Tax, Leadership, US GAAP, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Accounting, Mergers & Acquisitions, International Tax, Sarbanes-Oxley Act, Restructuring
Education
Boston College Law School 1991 — 1994
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics
Pamela Baldwin, CPA Pamela Baldwin, CPA's Arthur Andersen LLP Experience January 1995 - June 1997
Job Accountant at Philip+Rae & Associates
Industry Computer Software
Experience
Philip+Rae & Associates November 2013 - Present
Skybox Scoreboards Inc. February 2011 - Present
One Source Supply Co November 2009 - January 2014
Foresight Consulting Inc. June 2000 - February 2012
The Hub Group June 1997 - June 2000
Arthur Andersen LLP January 1995 - June 1997
Checker Simon & Rosner September 1992 - December 1994
Skills
Finance, CPA
Education
Northern Illinois University 1991 — 1992
Masters, Accounting - Taxation
Northern Illinois University 1989 — 1991
BS, Accounting
Black Hawk College 1987 — 1989
AS, Accounting
Philip+Rae & Associates November 2013 - Present
Skybox Scoreboards Inc. February 2011 - Present
One Source Supply Co November 2009 - January 2014
Foresight Consulting Inc. June 2000 - February 2012
The Hub Group June 1997 - June 2000
Arthur Andersen LLP January 1995 - June 1997
Checker Simon & Rosner September 1992 - December 1994
Skills
Finance, CPA
Education
Northern Illinois University 1991 — 1992
Masters, Accounting - Taxation
Northern Illinois University 1989 — 1991
BS, Accounting
Black Hawk College 1987 — 1989
AS, Accounting
Ronni Silver's Arthur Andersen LLP Experience 1983 - 1993
Job EVP & Chief Internal Auditor at IDB Bank
Industry Banking
Experience
IDB Bank March 2009 - Present
CIT Group Inc. 1997 - 2008
NUI Corporation 1993 - 1997
Arthur Andersen LLP 1983 - 1993
Skills
Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Banking, Risk Assessment, Operational Risk..., Corporate Governance, Sarbanes-Oxley Act, CPA, Operational Risk, Fraud, Analysis, General Ledger, Financial Accounting, Finance, Financial Services
Education
Boston University Questrom School of Business 1979 — 1983
BSBA, Accounting
IDB Bank March 2009 - Present
CIT Group Inc. 1997 - 2008
NUI Corporation 1993 - 1997
Arthur Andersen LLP 1983 - 1993
Skills
Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Banking, Risk Assessment, Operational Risk..., Corporate Governance, Sarbanes-Oxley Act, CPA, Operational Risk, Fraud, Analysis, General Ledger, Financial Accounting, Finance, Financial Services
Education
Boston University Questrom School of Business 1979 — 1983
BSBA, Accounting
Richard Foote Richard Foote's Arthur Andersen LLP Experience 1998 - 2000
Job Chief Marketing Officer at Bowditch & Dewey, LLP
Industry Legal Services
Experience
Bowditch & Dewey, LLP 2003 - 2014
Northeastern University, (Department of Management, University College) 1994 - 2002
SkillSoft Corporation 2001 - 2001
Arthur Andersen, LLP 1998 - 2000
John Hancock Mutual Funds 1987 - 1997
US Environmental Protecton Agency 1980 - 1987
Skills
Business Development, Relationship Management, Strategic Planning, Marketing Strategy, Brand Development, Strategic Partnerships, Stakeholder Management, Market Analysis, Integrated Marketing, Strategic Communications, B2B Marketing, Online Advertising, Corporate Development, Mergers & Acquisitions, Product Development, New Business..., Business Opportunity..., Business Strategy, Pricing Strategy, Matrix Management, Project Management, Negotiation, Public Speaking
Education
Boston College Law School 1977 — 1979
J.D.
St. Lawrence University 1972 — 1976
BA, Government/Biology
Richmond, The American International University in London 1975 — 1975
Bowditch & Dewey, LLP 2003 - 2014
Northeastern University, (Department of Management, University College) 1994 - 2002
SkillSoft Corporation 2001 - 2001
Arthur Andersen, LLP 1998 - 2000
John Hancock Mutual Funds 1987 - 1997
US Environmental Protecton Agency 1980 - 1987
Skills
Business Development, Relationship Management, Strategic Planning, Marketing Strategy, Brand Development, Strategic Partnerships, Stakeholder Management, Market Analysis, Integrated Marketing, Strategic Communications, B2B Marketing, Online Advertising, Corporate Development, Mergers & Acquisitions, Product Development, New Business..., Business Opportunity..., Business Strategy, Pricing Strategy, Matrix Management, Project Management, Negotiation, Public Speaking
Education
Boston College Law School 1977 — 1979
J.D.
St. Lawrence University 1972 — 1976
BA, Government/Biology
Richmond, The American International University in London 1975 — 1975
Bruce Perlstein's Arthur Andersen LLP Experience June 2001 - June 2002
Job Director at KPMG
Industry Management Consulting
Experience
KPMG October 2013 - Present
Navigant Consulting, Inc. October 2011 - August 2013
Strategy, Finance & Economics, LLC October 2003 - October 2011
Marsh, Inc. (Marsh & McLennan) June 2002 - October 2003
Arthur Andersen LLP June 2001 - June 2002
Deloitte & Touche, LLP January 1997 - June 2001
KPMG, LLP January 1994 - January 1997
Arthur D. Little, Inc. August 1986 - January 1994
National Economic Research Associates, Inc. ("NERA") (Marsh & McLennan subsidiary) August 1984 - August 1986
CBS, Inc. June 1983 - August 1984
Skills
Electricity markets, Energy, Strategy, Renewable Energy, Mergers, Management Consulting, Risk Management, Economics, Business Strategy, Mergers & Acquisitions, Corporate Finance, Program Management, Smart Grid, Corporate Development, Economic Policy, Economic Modeling, Demand Response, Energy Efficiency, International Project..., International, Solar Energy, Energy Policy, Energy conservation, Carbon, Policy Analysis, Sustainablity, Integrated resource..., Econometrics, Alternative Energy, Wind Power, Energy Markets, Energy Management, AMI, Corporate strategy, Econometics, Valuation, Analytics, Strategic Planning, Due Diligence, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1981
Sc.M., Finance & Applied Economics
Brandeis University 1975 — 1981
Ph.D., Economics & Politics
KPMG October 2013 - Present
Navigant Consulting, Inc. October 2011 - August 2013
Strategy, Finance & Economics, LLC October 2003 - October 2011
Marsh, Inc. (Marsh & McLennan) June 2002 - October 2003
Arthur Andersen LLP June 2001 - June 2002
Deloitte & Touche, LLP January 1997 - June 2001
KPMG, LLP January 1994 - January 1997
Arthur D. Little, Inc. August 1986 - January 1994
National Economic Research Associates, Inc. ("NERA") (Marsh & McLennan subsidiary) August 1984 - August 1986
CBS, Inc. June 1983 - August 1984
Skills
Electricity markets, Energy, Strategy, Renewable Energy, Mergers, Management Consulting, Risk Management, Economics, Business Strategy, Mergers & Acquisitions, Corporate Finance, Program Management, Smart Grid, Corporate Development, Economic Policy, Economic Modeling, Demand Response, Energy Efficiency, International Project..., International, Solar Energy, Energy Policy, Energy conservation, Carbon, Policy Analysis, Sustainablity, Integrated resource..., Econometrics, Alternative Energy, Wind Power, Energy Markets, Energy Management, AMI, Corporate strategy, Econometics, Valuation, Analytics, Strategic Planning, Due Diligence, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1981
Sc.M., Finance & Applied Economics
Brandeis University 1975 — 1981
Ph.D., Economics & Politics
Robert Nagy Robert Nagy's Arthur Andersen LLP Experience June 1985 - January 1991
Job CoFounder at InSitu Software
Industry Computer Software
Experience
InSitu Software September 2008 - Present
LexisNexis December 2004 - June 2008
Interface Software January 1991 - June 2008
Arthur Andersen LLP June 1985 - January 1991
Skills
SaaS, Salesforce.com, Cloud Computing, CRM, Force.com, Analytics, Integration, Business Analysis, Enterprise Software, Agile Methodologies, Leadership, Strategy, Software Development, Product Management, Product Development, Professional Services
Education
The Ohio State University 1983 — 1985
Masters, Healthcare Policy and Administration
Bowling Green State University 1979 — 1983
BSBA, Healthcare Administration
InSitu Software September 2008 - Present
LexisNexis December 2004 - June 2008
Interface Software January 1991 - June 2008
Arthur Andersen LLP June 1985 - January 1991
Skills
SaaS, Salesforce.com, Cloud Computing, CRM, Force.com, Analytics, Integration, Business Analysis, Enterprise Software, Agile Methodologies, Leadership, Strategy, Software Development, Product Management, Product Development, Professional Services
Education
The Ohio State University 1983 — 1985
Masters, Healthcare Policy and Administration
Bowling Green State University 1979 — 1983
BSBA, Healthcare Administration
Robert Linder Robert Linder's Arthur Andersen LLP Experience January 1995 - January 2000
Job Vice President Sales & Business Development
Industry Executive Office
Experience
ReachOut Healthcare America January 2011 - Present
Anthem Community Council March 2012 - Present
Dental Growth Partners January 2004 - December 2010
Boy Scouts of America January 2008 - November 2010
Brigham Young University 2008 - November 2010
Protiviti Consulting 2002 - 2005
Providio Technology Group January 2000 - January 2002
Arthur Andersen, LLP January 1995 - January 2000
American Lung Association of San Francisco & San Mateo Counties January 1997 - December 1998
Pennsylvania Philadelphia Mission 1989 - 1991
Skills
Business Development, Strategic Planning, Strategy, Management Consulting, Leadership, Enterprise Risk..., Risk Assessment, Internal Audit..., Start-ups, Marketing, Strategic Partnerships, Marketing Strategy, Microsoft CRM, Business Strategy, Corporate Finance, Sales, Budgets, Accounting, Multi-site, Business Planning, Program Development, Organizational..., Disruptive Technologies, Dental Marketing, Business Process..., Financial Statements, Customer Service, Process Improvement, Social Networking, E-commerce, Fundraising, Public Health, Customer Retention, HubSpot, Corporate Structure, Internal Audit, Business Innovation, Dental Practice..., Group Practice..., Community Management, Dental Public Health, Entrepreneurship, Management, CRM, Program Management, Public Speaking, Risk Management, Marketing Management
Education
Boston University - School of Management 2009 — 2011
MBA
Brigham Young University 1988 — 1995
BS
ReachOut Healthcare America January 2011 - Present
Anthem Community Council March 2012 - Present
Dental Growth Partners January 2004 - December 2010
Boy Scouts of America January 2008 - November 2010
Brigham Young University 2008 - November 2010
Protiviti Consulting 2002 - 2005
Providio Technology Group January 2000 - January 2002
Arthur Andersen, LLP January 1995 - January 2000
American Lung Association of San Francisco & San Mateo Counties January 1997 - December 1998
Pennsylvania Philadelphia Mission 1989 - 1991
Skills
Business Development, Strategic Planning, Strategy, Management Consulting, Leadership, Enterprise Risk..., Risk Assessment, Internal Audit..., Start-ups, Marketing, Strategic Partnerships, Marketing Strategy, Microsoft CRM, Business Strategy, Corporate Finance, Sales, Budgets, Accounting, Multi-site, Business Planning, Program Development, Organizational..., Disruptive Technologies, Dental Marketing, Business Process..., Financial Statements, Customer Service, Process Improvement, Social Networking, E-commerce, Fundraising, Public Health, Customer Retention, HubSpot, Corporate Structure, Internal Audit, Business Innovation, Dental Practice..., Group Practice..., Community Management, Dental Public Health, Entrepreneurship, Management, CRM, Program Management, Public Speaking, Risk Management, Marketing Management
Education
Boston University - School of Management 2009 — 2011
MBA
Brigham Young University 1988 — 1995
BS
David Stratton Waite's Arthur Andersen LLP Experience March 1999 - January 2002
Job
Industry Accounting
Experience
Brigham Young University Hawaii January 2013 - Present
DSW, LLC 2007 - January 2013
Applied Geotechnical Engineering Consultants, Inc. April 2006 - July 2007
University of Utah September 2004 - May 2007
Western Millwork and Lumber December 2004 - May 2006
Wisan, Smith, Racker & Prescott, LLP January 2002 - December 2004
Arthur Andersen, LLP March 1999 - January 2002
Education
Southern Utah University 2007 — 2008
MAcc
Brigham Young University 1992 — 1998
Accounting
Brigham Young University Hawaii January 2013 - Present
DSW, LLC 2007 - January 2013
Applied Geotechnical Engineering Consultants, Inc. April 2006 - July 2007
University of Utah September 2004 - May 2007
Western Millwork and Lumber December 2004 - May 2006
Wisan, Smith, Racker & Prescott, LLP January 2002 - December 2004
Arthur Andersen, LLP March 1999 - January 2002
Education
Southern Utah University 2007 — 2008
MAcc
Brigham Young University 1992 — 1998
Accounting
Diana Hwang Lee's Arthur Andersen LLP Experience September 2001 - June 2002
Job Vice President, Tax at Shorenstein Realty Services
Industry Accounting
Experience
Shorenstein Realty Services August 2013 - Present
Deloitte Tax LLP September 2009 - September 2012
Deloitte Tax, LLP September 2006 - August 2009
Deloitte Tax, LLP September 2003 - August 2006
Deloitte Tax, LLP June 2002 - August 2003
Arthur Andersen LLP September 2001 - June 2002
Skills
Big 4, Tax, Partnership Taxation, Tax Research, CPA, Income Tax, Tax Accounting, US GAAP
Education
Boston University - School of Management 1997 — 2001
BSBA, Business, Concentration in Accounting
Shorenstein Realty Services August 2013 - Present
Deloitte Tax LLP September 2009 - September 2012
Deloitte Tax, LLP September 2006 - August 2009
Deloitte Tax, LLP September 2003 - August 2006
Deloitte Tax, LLP June 2002 - August 2003
Arthur Andersen LLP September 2001 - June 2002
Skills
Big 4, Tax, Partnership Taxation, Tax Research, CPA, Income Tax, Tax Accounting, US GAAP
Education
Boston University - School of Management 1997 — 2001
BSBA, Business, Concentration in Accounting
Frances Spangler's Arthur Andersen LLP Experience March 1999 - February 2003
Job VP Finance, Time Inc. | Broadlyfocused CPA with operational focus and diverse interests
Industry Publishing
Experience
Time Inc. March 2003 - Present
Arthur Andersen, LLP March 1999 - February 2003
Borders UK August 1998 - December 1998
Cybersmith, Inc. September 1997 - February 1998
Arthur Andersen, LLP June 1991 - August 1997
Skills
Finance, Accounting, Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Managerial Finance, Management, Auditing, Budgets, Sarbanes-Oxley Act, Publishing, Strategic Planning, Internal Controls, PeopleSoft, Process Improvement, Licensing, Due Diligence, Inventory Accounting, International Business, Revenue Recognition
Education
Boston University 1991 — 1992
MBA, Accounting
Carleton College 1987 — 1991
BA, Economics
Time Inc. March 2003 - Present
Arthur Andersen, LLP March 1999 - February 2003
Borders UK August 1998 - December 1998
Cybersmith, Inc. September 1997 - February 1998
Arthur Andersen, LLP June 1991 - August 1997
Skills
Finance, Accounting, Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Managerial Finance, Management, Auditing, Budgets, Sarbanes-Oxley Act, Publishing, Strategic Planning, Internal Controls, PeopleSoft, Process Improvement, Licensing, Due Diligence, Inventory Accounting, International Business, Revenue Recognition
Education
Boston University 1991 — 1992
MBA, Accounting
Carleton College 1987 — 1991
BA, Economics
Herb Alexander's Arthur Andersen LLP Experience January 1965 - December 1970
Job Founder and Partner, Alexander Aronson Finning CPAs
Industry Accounting
Experience
Alexander Aronson Finning CPAs June 1973 - Present
Wirefab Inc. August 2008 - Present
Rice Barton Corporation January 1971 - December 1973
Arthur Andersen LLP January 1965 - December 1970
Skills
Auditing, Mergers, Accounting, Mergers & Acquisitions, Business Valuation, Tax, Risk Management, Finance, Forensic Accounting, Financial Reporting, Financial Audits, Due Diligence, Leadership, Internal Controls, Banking, CPA, GAAP, Income Tax, Tax Preparation, Accountants, Tax Returns, Tax Accounting, Tax Advisory, Partnership Taxation, Corporate Tax, Strategic Financial..., International Tax, Financial Accounting, High Net Worth..., Tax Research, Sarbanes-Oxley Act, US GAAP, Cash Flow, Financial Analysis, Financial Advisory, Revenue Recognition, QuickBooks, IFRS, Personal Tax Planning, Cash Flow Forecasting, SEC filings, Financial Statements, Corporate Finance, Financial Planning
Education
Boston University - School of Management
Bachelor of Science (BS), Accounting and Business/Management
Alexander Aronson Finning CPAs June 1973 - Present
Wirefab Inc. August 2008 - Present
Rice Barton Corporation January 1971 - December 1973
Arthur Andersen LLP January 1965 - December 1970
Skills
Auditing, Mergers, Accounting, Mergers & Acquisitions, Business Valuation, Tax, Risk Management, Finance, Forensic Accounting, Financial Reporting, Financial Audits, Due Diligence, Leadership, Internal Controls, Banking, CPA, GAAP, Income Tax, Tax Preparation, Accountants, Tax Returns, Tax Accounting, Tax Advisory, Partnership Taxation, Corporate Tax, Strategic Financial..., International Tax, Financial Accounting, High Net Worth..., Tax Research, Sarbanes-Oxley Act, US GAAP, Cash Flow, Financial Analysis, Financial Advisory, Revenue Recognition, QuickBooks, IFRS, Personal Tax Planning, Cash Flow Forecasting, SEC filings, Financial Statements, Corporate Finance, Financial Planning
Education
Boston University - School of Management
Bachelor of Science (BS), Accounting and Business/Management
David Bleichfeld's Arthur Andersen LLP Experience September 2001 - May 2002
Job Assistant Vice President Workout GE Capital
Industry Accounting
Experience
GE Capital September 2007 - Present
Kroll Zolfo Cooper October 2005 - September 2007
Ernst & Young LLP May 2002 - September 2005
Arthur Andersen, LLP September 2001 - May 2002
Andersen 2001 - 2002
Education
Binghamton University 1997 — 2001
BS, Accounting / Finance
Binghamton University - School of Management 1997 — 2001
GE Capital September 2007 - Present
Kroll Zolfo Cooper October 2005 - September 2007
Ernst & Young LLP May 2002 - September 2005
Arthur Andersen, LLP September 2001 - May 2002
Andersen 2001 - 2002
Education
Binghamton University 1997 — 2001
BS, Accounting / Finance
Binghamton University - School of Management 1997 — 2001
Michele Rusnak's Arthur Andersen LLP Experience 1996 - 1999
Job CFO, VP Finance, Administration, and Business Affairs NY Public Radio
Industry Broadcast Media
Experience
New York Public Radio November 2003 - Present
ACTV Inc. 1999 - 2003
Arthur Andersen LLP 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Business Planning, Financial Modeling, Project Management, Management Consulting, Accounting, Digital Media, Auditing, Nonprofits, Start-ups, Finance, Financial Planning, Management, Strategic Planning
Education
Boston College - Carroll School of Management 1992 — 1996
Bachelor of Science (B.S.), Accounting and Computer Science
New York Public Radio November 2003 - Present
ACTV Inc. 1999 - 2003
Arthur Andersen LLP 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Business Planning, Financial Modeling, Project Management, Management Consulting, Accounting, Digital Media, Auditing, Nonprofits, Start-ups, Finance, Financial Planning, Management, Strategic Planning
Education
Boston College - Carroll School of Management 1992 — 1996
Bachelor of Science (B.S.), Accounting and Computer Science
Jennifer Beougher's Arthur Andersen LLP Experience September 1998 - March 2002
Job Director FP&A at Outback Steakhouse
Industry Restaurants
Experience
Outback Steakhouse October 2007 - Present
Chico's FAS Inc. and subsidiaries April 2002 - September 2007
Arthur Andersen LLP September 1998 - March 2002
Skills
Financial Reporting, Budgets, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Income Statement, Leadership, Accounting, P&L, Internal Controls, Variance Analysis, Inventory Management, Finance, Cash Management, Process Improvement, Management, Managerial Finance, Team Building
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA, Executive MBA
Boston University Questrom School of Business 1994 — 1998
BSBA, Accounting / MIS
Outback Steakhouse October 2007 - Present
Chico's FAS Inc. and subsidiaries April 2002 - September 2007
Arthur Andersen LLP September 1998 - March 2002
Skills
Financial Reporting, Budgets, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Income Statement, Leadership, Accounting, P&L, Internal Controls, Variance Analysis, Inventory Management, Finance, Cash Management, Process Improvement, Management, Managerial Finance, Team Building
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA, Executive MBA
Boston University Questrom School of Business 1994 — 1998
BSBA, Accounting / MIS
Sheri Appel's Arthur Andersen LLP Experience September 1994 - March 1996
Job Director at Swiss Re
Industry Financial Services
Experience
Swiss Re January 2008 - Present
ABN AMRO Bank June 1999 - January 2008
ABN AMRO 1999 - 2008
ABN AMRO Bank N.V. 1999 - 2007
BankBoston April 1996 - May 1999
Arthur Andersen LLP September 1994 - March 1996
Skills
Financial Structuring, Tax, Capital Markets, Investments, Structured Finance, Structured Products, Private Equity, Asset Management, Project Finance, Due Diligence, Restructuring, Corporate Finance, Mergers & Acquisitions, Risk Management, Derivatives, Financial Risk, Corporate Governance, Securities, Hedge Funds, Alternative Investments
Education
Boston University School of Law 1990 — 1993
JD, Law
Cornell University 1986 — 1990
Business Management/Marketing
Colonie Central H.S.
Swiss Re January 2008 - Present
ABN AMRO Bank June 1999 - January 2008
ABN AMRO 1999 - 2008
ABN AMRO Bank N.V. 1999 - 2007
BankBoston April 1996 - May 1999
Arthur Andersen LLP September 1994 - March 1996
Skills
Financial Structuring, Tax, Capital Markets, Investments, Structured Finance, Structured Products, Private Equity, Asset Management, Project Finance, Due Diligence, Restructuring, Corporate Finance, Mergers & Acquisitions, Risk Management, Derivatives, Financial Risk, Corporate Governance, Securities, Hedge Funds, Alternative Investments
Education
Boston University School of Law 1990 — 1993
JD, Law
Cornell University 1986 — 1990
Business Management/Marketing
Colonie Central H.S.
Ryan Patrick Phair's Arthur Andersen LLP Experience 1996 - 1997
Job Litigation Counsel at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP April 2010 - Present
Wilmer Cutler Pickering Hale & Dorr LLP 2005 - 2010
WilmerHale 2005 - 2010
Kirkland & Ellis LLP 2001 - 2005
Arthur Andersen LLP 1996 - 1997
Education
University of Chicago Law School 1998 — 2001
JD/MA
Boston University School of Law 1997 — 1998
N/A, Law
Boston College 1992 — 1996
B.A., English
Machester West High 1988 — 1992
Hunton & Williams LLP April 2010 - Present
Wilmer Cutler Pickering Hale & Dorr LLP 2005 - 2010
WilmerHale 2005 - 2010
Kirkland & Ellis LLP 2001 - 2005
Arthur Andersen LLP 1996 - 1997
Education
University of Chicago Law School 1998 — 2001
JD/MA
Boston University School of Law 1997 — 1998
N/A, Law
Boston College 1992 — 1996
B.A., English
Machester West High 1988 — 1992
Daniel Archabal's Arthur Andersen LLP Experience 1973 - 2002
Job Executive Professor Northeastern University College of Business Administration
Industry Legal Services
Experience
Northeastern University January 2009 - Present
Vortex Intellectual Property Inc. September 2008 - March 2009
McDermott Will & Emery September 2002 - September 2008
Epicenter Inc. April 2003 - 2008
Arthur Andersen LLP 1973 - 2002
St. Sebastian's School September 1968 - June 1972
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1972 — 1973
MBA, Accounting Finance
Boston College 1969 — 1972
MAT, Ed Administration & History
Harvard University 1964 — 1968
AB, History
Northeastern University January 2009 - Present
Vortex Intellectual Property Inc. September 2008 - March 2009
McDermott Will & Emery September 2002 - September 2008
Epicenter Inc. April 2003 - 2008
Arthur Andersen LLP 1973 - 2002
St. Sebastian's School September 1968 - June 1972
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1972 — 1973
MBA, Accounting Finance
Boston College 1969 — 1972
MAT, Ed Administration & History
Harvard University 1964 — 1968
AB, History
Bee Upatham-Costello's Arthur Andersen LLP Experience 1996 - 1999
Job Sr. Divisional Controller at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management Finance ManagerAdvantage Schools, Inc.1999 - 1999
Arthur Andersen LLP 1996 - 1999
Pioneer Group 1993 - 1996
Education
Boston University Questrom School of Business 1996 — 1997
MBA
College of the Holy Cross 1989 — 1993
MFS Investment Management Finance ManagerAdvantage Schools, Inc.1999 - 1999
Arthur Andersen LLP 1996 - 1999
Pioneer Group 1993 - 1996
Education
Boston University Questrom School of Business 1996 — 1997
MBA
College of the Holy Cross 1989 — 1993
John Shepardson's Arthur Andersen LLP Experience June 1998 - April 2002
Job Executive Director Quantitative Tax Services at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2010 - Present
First Bank April 2009 - July 2010
iParametrics, LLC April 2007 - January 2009
Ernst & Young LLP November 2003 - April 2007
American Express Tax & Business Services April 2002 - October 2003
Arthur Andersen LLP June 1998 - April 2002
Skills
Accounting, Cost Segregation, Data Analysis, Due Diligence, Financial Analysis, Financial Modeling, Tax, Corporate Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Business Administration; Accounting
University of Michigan 1993 — 1997
B.S.E., Civil Engineering
Ernst & Young June 2010 - Present
First Bank April 2009 - July 2010
iParametrics, LLC April 2007 - January 2009
Ernst & Young LLP November 2003 - April 2007
American Express Tax & Business Services April 2002 - October 2003
Arthur Andersen LLP June 1998 - April 2002
Skills
Accounting, Cost Segregation, Data Analysis, Due Diligence, Financial Analysis, Financial Modeling, Tax, Corporate Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Business Administration; Accounting
University of Michigan 1993 — 1997
B.S.E., Civil Engineering
Carole (Jodi) Trent's Arthur Andersen LLP Experience 1991 - 1996
Job Director at KS&Co
Industry Accounting
Experience
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
Sarah Dreyer's Arthur Andersen LLP Experience June 2001 - August 2001
Job Regional Inspector General at US Agency for International Development
Industry International Trade and Development
Experience
US Agency for International Development - Office of Inspector General May 2009 - Present
Ernst & Young July 2003 - April 2009
Deloitte & Touche August 2002 - May 2003
Arthur Andersen, LLP June 2001 - August 2001
Skills
IT Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Internal Audit, SAS70, CISA, Risk Management, Risk Assessment, Sarbanes-Oxley, COSO, Accounting, Financial Reporting, External Audit, Governance, Assurance, Information Technology, Financial Accounting, Fraud, Operational Risk..., Financial Risk, Financial Audits
Education
Boston College 1998 — 2002
BS, Accounting, Information Systems
US Agency for International Development - Office of Inspector General May 2009 - Present
Ernst & Young July 2003 - April 2009
Deloitte & Touche August 2002 - May 2003
Arthur Andersen, LLP June 2001 - August 2001
Skills
IT Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Internal Audit, SAS70, CISA, Risk Management, Risk Assessment, Sarbanes-Oxley, COSO, Accounting, Financial Reporting, External Audit, Governance, Assurance, Information Technology, Financial Accounting, Fraud, Operational Risk..., Financial Risk, Financial Audits
Education
Boston College 1998 — 2002
BS, Accounting, Information Systems
Laura Karpo's Arthur Andersen LLP Experience 2000 - 2002
Job Tax Manager at Global Tax Management
Industry Accounting
Experience
Global Tax Management, Inc. October 2013 - Present
Fairman Group Family Office August 2012 - October 2013
Ernst & Young LLP June 2002 - March 2008
Arthur Andersen, LLP 2000 - 2002
Skills
Internal Controls, IFRS, External Audit, Auditing, Assurance, Financial Reporting, Accounting, US GAAP, Tax, Sarbanes-Oxley Act, Corporate Tax, Big 4, Financial Accounting
Education
Boston University Questrom School of Business 1997 — 2001
Bachelor of Science and Business Administration, Minor in Accounting
Global Tax Management, Inc. October 2013 - Present
Fairman Group Family Office August 2012 - October 2013
Ernst & Young LLP June 2002 - March 2008
Arthur Andersen, LLP 2000 - 2002
Skills
Internal Controls, IFRS, External Audit, Auditing, Assurance, Financial Reporting, Accounting, US GAAP, Tax, Sarbanes-Oxley Act, Corporate Tax, Big 4, Financial Accounting
Education
Boston University Questrom School of Business 1997 — 2001
Bachelor of Science and Business Administration, Minor in Accounting
Lisa Fensterman's Arthur Andersen LLP Experience September 1996 - January 1999
Job Intercontinental Regulatory Affairs Specialist at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific December 2010 - Present
ProStaff / Boston Scientific February 2010 - December 2010
ProStaff / TCF Bank March 2009 - December 2009
Resources Global Professionals April 2007 - December 2008
Kurt Salmon Associates August 2000 - March 2007
Arthur Andersen LLP September 1996 - January 1999
Skills
Process Improvement, Access, Visio, Customer Service, Strategic Planning, Outlook, Non-profits, Event Planning, Data Analysis, Analysis, Marketing
Education
Bethel University 2003 — 2006
MA, Communication
Northwestern College n/k/a Univeristy of Northwestern - St. Paul 1985 — 1992
BA, Cross Cultural Ministries and Bible
Boston Scientific December 2010 - Present
ProStaff / Boston Scientific February 2010 - December 2010
ProStaff / TCF Bank March 2009 - December 2009
Resources Global Professionals April 2007 - December 2008
Kurt Salmon Associates August 2000 - March 2007
Arthur Andersen LLP September 1996 - January 1999
Skills
Process Improvement, Access, Visio, Customer Service, Strategic Planning, Outlook, Non-profits, Event Planning, Data Analysis, Analysis, Marketing
Education
Bethel University 2003 — 2006
MA, Communication
Northwestern College n/k/a Univeristy of Northwestern - St. Paul 1985 — 1992
BA, Cross Cultural Ministries and Bible
Brian F. Crawford, CFA's Arthur Andersen LLP Experience May 1997 - April 2001
Job Partner and Senior Consultant at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC April 2005 - Present
Colonial Consulting LLC January 2013 - Present
Banc of America Investments 2002 - 2005
Asset Consulting Group 2001 - 2002
Arthur Andersen LLP May 1997 - April 2001
Price Waterhouse Coopers 1996 - 1997
Skills
Asset Managment, Securities, Research, Bloomberg, Wealth Management, Financial Modeling, Equity Research, Investment Advisory, Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Venture Capital, Valuation, Banking, Investment Management, Mutual Funds, Series 24, Investment Banking, Financial Structuring, Wealth Management..., Financial Markets, Finance, Emerging Markets, Corporate Finance, Pensions, Institutional..., Risk Management, Separately Managed..., Bonds, ETFs, Series 7, Structured Finance, 401k, Series 63, Strategic Financial..., Team Leadership, Investor Relations, Financial Advisory, Unified Managed Accounts, Structured Products, Trading, Performance Attribution
Education
Boston University
Masters, Finance
Colonial Consulting LLC April 2005 - Present
Colonial Consulting LLC January 2013 - Present
Banc of America Investments 2002 - 2005
Asset Consulting Group 2001 - 2002
Arthur Andersen LLP May 1997 - April 2001
Price Waterhouse Coopers 1996 - 1997
Skills
Asset Managment, Securities, Research, Bloomberg, Wealth Management, Financial Modeling, Equity Research, Investment Advisory, Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Venture Capital, Valuation, Banking, Investment Management, Mutual Funds, Series 24, Investment Banking, Financial Structuring, Wealth Management..., Financial Markets, Finance, Emerging Markets, Corporate Finance, Pensions, Institutional..., Risk Management, Separately Managed..., Bonds, ETFs, Series 7, Structured Finance, 401k, Series 63, Strategic Financial..., Team Leadership, Investor Relations, Financial Advisory, Unified Managed Accounts, Structured Products, Trading, Performance Attribution
Education
Boston University
Masters, Finance
Vanessa Velten Hughes's Arthur Andersen LLP Experience July 1997 - June 1999
Job Director of Tax at Winston & Strawn LLP
Industry Accounting
Experience
Winston & Strawn LLP June 1999 - Present
Arthur Andersen LLP July 1997 - June 1999
Education
Bradley University 1993 — 1997
BS, Accounting
Winston & Strawn LLP June 1999 - Present
Arthur Andersen LLP July 1997 - June 1999
Education
Bradley University 1993 — 1997
BS, Accounting
Ruth Parkin, CFA, CPA's Arthur Andersen LLP Experience 2001 - 2005
Job Senior Financial Reporting Manager at Packaging Corporation of America
Industry Paper & Forest Products
Experience
Packaging Corporation of America October 2013 - Present
Boise Inc. 2009 - Present
Boise Cascade February 2005 - August 2009
KPMG Audit May 2002 - February 2005
Arthur Andersen, LLP 2001 - 2005
Skills
Financial Reporting, Forecasting, Analysis, Financial Analysis, Accounting, Budgeting, Financial Planning, Excel, Audit, Valuation, Budgets, Financial Accounting, Auditing, Sarbanes-Oxley Act, GAAP, Internal Controls, Change Management, Strategic Financial..., Microsoft Excel, SEC filings, PeopleSoft
Education
Boise State University 1998 — 2001
Bachelor of Accounting and Finance, Accounting and Finance, Magna Cum Laude : 3.85
Boise State University 1998 — 2001
Bachelor of Science, Finance and Accounting
Packaging Corporation of America October 2013 - Present
Boise Inc. 2009 - Present
Boise Cascade February 2005 - August 2009
KPMG Audit May 2002 - February 2005
Arthur Andersen, LLP 2001 - 2005
Skills
Financial Reporting, Forecasting, Analysis, Financial Analysis, Accounting, Budgeting, Financial Planning, Excel, Audit, Valuation, Budgets, Financial Accounting, Auditing, Sarbanes-Oxley Act, GAAP, Internal Controls, Change Management, Strategic Financial..., Microsoft Excel, SEC filings, PeopleSoft
Education
Boise State University 1998 — 2001
Bachelor of Accounting and Finance, Accounting and Finance, Magna Cum Laude : 3.85
Boise State University 1998 — 2001
Bachelor of Science, Finance and Accounting
Steve Oss's Arthur Andersen LLP Experience September 1992 - May 1997
Job Experienced Financial Management Executive
Industry Financial Services
Experience
Ameritas October 2012 - August 2015
Ameritas April 2004 - October 2012
Ameritas August 1999 - April 2004
Centurion International Inc. May 1997 - August 1999
Arthur Andersen LLP September 1992 - May 1997
Skills
Investments, Securities, Finance, Insurance, Mutual Funds, Series 7, Financial Services, Management, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Financial Audits, Financial Statements, Management Accounting, Mergers & Acquisitions, Strategic Planning, US GAAP, Income Tax, Registered Investment..., FINRA, Regulatory Requirements, Budget Management, Manufacturing, Derivatives, International Business, Project Planning
Education
Bob Jones University 1988 — 1992
Bachelor's degree, Accounting
Ameritas October 2012 - August 2015
Ameritas April 2004 - October 2012
Ameritas August 1999 - April 2004
Centurion International Inc. May 1997 - August 1999
Arthur Andersen LLP September 1992 - May 1997
Skills
Investments, Securities, Finance, Insurance, Mutual Funds, Series 7, Financial Services, Management, Financial Analysis, Accounting, Financial Accounting, Financial Modeling, Financial Audits, Financial Statements, Management Accounting, Mergers & Acquisitions, Strategic Planning, US GAAP, Income Tax, Registered Investment..., FINRA, Regulatory Requirements, Budget Management, Manufacturing, Derivatives, International Business, Project Planning
Education
Bob Jones University 1988 — 1992
Bachelor's degree, Accounting
Kate (Nolan) McCabe's Arthur Andersen LLP Experience 1998 - 2002
Job CFO at Yellow Wood Partners, LLC
Industry Venture Capital & Private Equity
Experience
Yellow Wood Partners, LLC January 2013 - Present
Windspeed Ventures July 2009 - July 2014
Third Rock Ventures February 2012 - December 2012
SV Life Sciences November 2008 - June 2011
SV Life Sciences March 2002 - November 2008
Arthur Andersen LLP 1998 - 2002
Skills
Venture Capital, Financial Reporting, Forecasting, Accounting, Budgeting, Audit, Financial Analysis
Education
Boston College 1994 — 1998
BS, Accounting and Information Systems
Stonehill College 1994 — 1995
Winchester High School 1990 — 1994
Yellow Wood Partners, LLC January 2013 - Present
Windspeed Ventures July 2009 - July 2014
Third Rock Ventures February 2012 - December 2012
SV Life Sciences November 2008 - June 2011
SV Life Sciences March 2002 - November 2008
Arthur Andersen LLP 1998 - 2002
Skills
Venture Capital, Financial Reporting, Forecasting, Accounting, Budgeting, Audit, Financial Analysis
Education
Boston College 1994 — 1998
BS, Accounting and Information Systems
Stonehill College 1994 — 1995
Winchester High School 1990 — 1994
Nidhi Patel's Arthur Andersen LLP Experience 2001 - 2002
Job Director, Associate Portfolio Manager
Industry Financial Services
Experience
MKP Capital November 2012 - Present
MKP Capital April 2007 - November 2012
Deloitte December 2002 - March 2007
Deloitte & Touche 2002 - 2004
Arthur Andersen LLP 2001 - 2002
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Valuation, Bloomberg, Derivatives, Alternative Investments, Financial Analysis, Asset Management, Data Analysis, Financial Accounting, Structured Products, Trading, Financial Reporting, Project Management, Auditing, Credit Risk, Strategic Planning, Capital Markets, Structured Finance
Education
Binghamton University - School of Management 1997 — 2001
B.S, Accounting
State University of New York at Binghamton 1997 — 2001
Bachelor of Science (B.S.), Accounting
MKP Capital November 2012 - Present
MKP Capital April 2007 - November 2012
Deloitte December 2002 - March 2007
Deloitte & Touche 2002 - 2004
Arthur Andersen LLP 2001 - 2002
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Valuation, Bloomberg, Derivatives, Alternative Investments, Financial Analysis, Asset Management, Data Analysis, Financial Accounting, Structured Products, Trading, Financial Reporting, Project Management, Auditing, Credit Risk, Strategic Planning, Capital Markets, Structured Finance
Education
Binghamton University - School of Management 1997 — 2001
B.S, Accounting
State University of New York at Binghamton 1997 — 2001
Bachelor of Science (B.S.), Accounting
Diana Young's Arthur Andersen LLP Experience 1998 - 2002
Job Chair at Waltham Community Preservation Committee
Industry Medical Devices
Experience
Waltham Community Preservation Committee August 2011 - Present
Waltham Land Trust October 2002 - Present
Analogic Corporation August 2004 - March 2013
PricewaterhouseCoopers August 2002 - July 2004
Arthur Andersen LLP 1998 - 2002
Digital Equipment Corporation November 1982 - July 1998
Skills
International Tax, Corporate Tax, Tax, Management, Financial Planners, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Financial Reporting, Accounting, Cross-functional Team..., Restructuring, Mergers, Process Improvement, Contract Negotiation, Business Strategy, Financial Planning
Education
Boston College Law School 1974 — 1977
JD, Taxation
Hartwick College 1966 — 1970
BA, History, Education
Waltham Community Preservation Committee August 2011 - Present
Waltham Land Trust October 2002 - Present
Analogic Corporation August 2004 - March 2013
PricewaterhouseCoopers August 2002 - July 2004
Arthur Andersen LLP 1998 - 2002
Digital Equipment Corporation November 1982 - July 1998
Skills
International Tax, Corporate Tax, Tax, Management, Financial Planners, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Financial Reporting, Accounting, Cross-functional Team..., Restructuring, Mergers, Process Improvement, Contract Negotiation, Business Strategy, Financial Planning
Education
Boston College Law School 1974 — 1977
JD, Taxation
Hartwick College 1966 — 1970
BA, History, Education
Jackie Schorr's Arthur Andersen LLP Experience September 1994 - December 2000
Job Controller at ReadyCap Lending LLC
Industry Financial Services
Experience
ReadyCap Lending LLC July 2014 - Present
CIT Group December 2000 - July 2014
Arthur Andersen LLP September 1994 - December 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Revenue Recognition, Risk Management, Finance, Budgets, Forecasting, Financial Modeling, GAAP, General Ledger, Auditing, Enterprise Risk..., Accounts Payable, Cash Management, Consolidation, Process Improvement, Credit Risk, Internal Controls, Strategic Financial..., Financial Audits, Sarbanes-Oxley, Financial Risk, Mergers & Acquisitions, Due Diligence, Banking, Cash Flow, Credit, Internal Audit, PeopleSoft, SEC filings, Financial Services, Corporate Tax, Analysis, Managerial Finance, Restructuring, US GAAP, Hyperion Enterprise, Accounts Receivable, Corporate Finance
Education
Binghamton University - School of Management 1990 — 1994
ReadyCap Lending LLC July 2014 - Present
CIT Group December 2000 - July 2014
Arthur Andersen LLP September 1994 - December 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Revenue Recognition, Risk Management, Finance, Budgets, Forecasting, Financial Modeling, GAAP, General Ledger, Auditing, Enterprise Risk..., Accounts Payable, Cash Management, Consolidation, Process Improvement, Credit Risk, Internal Controls, Strategic Financial..., Financial Audits, Sarbanes-Oxley, Financial Risk, Mergers & Acquisitions, Due Diligence, Banking, Cash Flow, Credit, Internal Audit, PeopleSoft, SEC filings, Financial Services, Corporate Tax, Analysis, Managerial Finance, Restructuring, US GAAP, Hyperion Enterprise, Accounts Receivable, Corporate Finance
Education
Binghamton University - School of Management 1990 — 1994
Anne Frasca's Arthur Andersen LLP Experience February 1994 - August 1998
Job VP at Hartford
Industry Financial Services
Experience
Hartford Life March 2008 - Present
MFS Investment Management August 1998 - March 2008
Arthur Andersen LLP February 1994 - August 1998
Education
Boston College 1978 — 1982
BS, Accounting
Hartford Life March 2008 - Present
MFS Investment Management August 1998 - March 2008
Arthur Andersen LLP February 1994 - August 1998
Education
Boston College 1978 — 1982
BS, Accounting
Marsha Helm's Arthur Andersen LLP Experience January 1997 - April 2002
Job Sr. Manager, Talent Development Deloitte
Industry Management Consulting
Experience
Deloitte December 2008 - Present
Helm Consulting July 2002 - December 2008
Arthur Andersen, LLP January 1997 - April 2002
Education
Boise State University 1997 — 2000
M.S., Instructional & Performance Technology
Colorado State University 1993 — 1995
B.A., English, Language Concentration
Deloitte December 2008 - Present
Helm Consulting July 2002 - December 2008
Arthur Andersen, LLP January 1997 - April 2002
Education
Boise State University 1997 — 2000
M.S., Instructional & Performance Technology
Colorado State University 1993 — 1995
B.A., English, Language Concentration
Rick Dolcetti's Arthur Andersen LLP Experience April 1999 - April 2002
Job Director at SAC Capital Advisors, LP
Industry Financial Services
Experience
SAC Capital Advisors, LP August 2011 - Present
GE Energy Financial Services April 2002 - August 2011
Arthur Andersen LLP April 1999 - April 2002
Cummings & Lockwood 1998 - 1999
Skills
Investments, Due Diligence, Partnerships, Mergers & Acquisitions, Equities, Financial Modeling, Financial Structuring, Capital Markets, Corporate Finance, Mergers, Project Finance, Investment Banking, Accounting, Strategy, Tax, Portfolio Management
Education
The George Washington University Law School 1995 — 1998
JD, with honors
Boston College 1988 — 1991
BS, magna cum laude, Accounting
SAC Capital Advisors, LP August 2011 - Present
GE Energy Financial Services April 2002 - August 2011
Arthur Andersen LLP April 1999 - April 2002
Cummings & Lockwood 1998 - 1999
Skills
Investments, Due Diligence, Partnerships, Mergers & Acquisitions, Equities, Financial Modeling, Financial Structuring, Capital Markets, Corporate Finance, Mergers, Project Finance, Investment Banking, Accounting, Strategy, Tax, Portfolio Management
Education
The George Washington University Law School 1995 — 1998
JD, with honors
Boston College 1988 — 1991
BS, magna cum laude, Accounting
Priscilla Hoke's Arthur Andersen LLP Experience May 1995 - October 2002
Job Executive Assistant to President/CEO at SmartHealth
Industry Executive Office
Experience
SmartHealth September 2009 - Present
Massage Envy February 2009 - September 2009
ACS October 2002 - November 2008
Arthur Andersen, LLP May 1995 - October 2002
Nabisco Biscuit Company October 1987 - May 1995
Education
Boise State University 1973 — 1975
Business
Scottsdale Community College 1971 — 1973
University of Idaho
Business
SmartHealth September 2009 - Present
Massage Envy February 2009 - September 2009
ACS October 2002 - November 2008
Arthur Andersen, LLP May 1995 - October 2002
Nabisco Biscuit Company October 1987 - May 1995
Education
Boise State University 1973 — 1975
Business
Scottsdale Community College 1971 — 1973
University of Idaho
Business
Ann Marie Michocki's Arthur Andersen LLP Experience November 2000 - June 2002
Job Sr. Analyst, Employment Standards TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
Liz Wilber's Arthur Andersen LLP Experience September 1995 - May 1997
Job Advisory Services Senior Manager at EY (Ernst & Young)
Industry Management Consulting
Experience
Ernst & Young November 2001 - Present
LTV Steel June 1997 - October 1999
Arthur Andersen LLP September 1995 - May 1997
Education
Bradley University 1991 — 1995
BS, Accounting
Ernst & Young November 2001 - Present
LTV Steel June 1997 - October 1999
Arthur Andersen LLP September 1995 - May 1997
Education
Bradley University 1991 — 1995
BS, Accounting
David Burnham's Arthur Andersen LLP Experience 1992 - 1996
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Philip Olsen's Arthur Andersen LLP Experience 2000 - 2002
Job Partner at Pierce Atwood LLP
Industry Law Practice
Experience
Pierce Atwood LLP October 2014 - Present
Burns & Levinson LLP November 2012 - September 2014
McCarter & English, LLP May 2007 - November 2012
Holland & Knight LLP 2002 - 2007
Arthur Andersen LLP 2000 - 2002
KPMG 1999 - 2000
Massachusetts Department of Revenue - Litigation Bureau 1992 - 1998
Skills
Tax, Corporate Law, Tax Law, Litigation, Due Diligence, Legal Research, Legal Writing, International Tax, Appeals, Dispute, State Tax, Arbitration, Trusts, Civil Litigation, Estate Administration, Commercial Litigation
Education
Suffolk University Law School 1979 — 1982
J.D., Law
Stonehill College 1975 — 1979
BA, Political Science
Boston Latin School
Pierce Atwood LLP October 2014 - Present
Burns & Levinson LLP November 2012 - September 2014
McCarter & English, LLP May 2007 - November 2012
Holland & Knight LLP 2002 - 2007
Arthur Andersen LLP 2000 - 2002
KPMG 1999 - 2000
Massachusetts Department of Revenue - Litigation Bureau 1992 - 1998
Skills
Tax, Corporate Law, Tax Law, Litigation, Due Diligence, Legal Research, Legal Writing, International Tax, Appeals, Dispute, State Tax, Arbitration, Trusts, Civil Litigation, Estate Administration, Commercial Litigation
Education
Suffolk University Law School 1979 — 1982
J.D., Law
Stonehill College 1975 — 1979
BA, Political Science
Boston Latin School
Greg Watkins's Arthur Andersen LLP Experience 2000 - 2001
Job VP Internal Audit at Pinnacle Foods Group LLC
Industry Consumer Goods
Experience
Pinnacle Foods Inc May 2010 - Present
Wyndham Worldwide May 2010 - January 2012
Cendant September 2001 - January 2004
Arthur Andersen LLP 2000 - 2001
United Biscuits 1993 - 1995
Skills
Internal Controls, Auditing, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act
Education
Binghamton University - School of Management 1986 — 1988
B.S. Accounting, Accounting
Pinnacle Foods Inc May 2010 - Present
Wyndham Worldwide May 2010 - January 2012
Cendant September 2001 - January 2004
Arthur Andersen LLP 2000 - 2001
United Biscuits 1993 - 1995
Skills
Internal Controls, Auditing, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act
Education
Binghamton University - School of Management 1986 — 1988
B.S. Accounting, Accounting
Jayme Shohet's Arthur Andersen LLP Experience September 1995 - May 2002
Job Accounting Manager
Industry Accounting
Experience
Citrin Cooperman March 2007 - September 2012
Citrin Cooperman and Company March 2007 - September 2012
Finlay Fine Jewelry June 2003 - March 2007
FINLAY FINE JEWELRY CORPORATION June 2003 - March 2007
Deloitte June 2002 - June 2003
DELOITTE & TOUCHE LLP June 2002 - May 2003
Arthur Andersen September 1995 - May 2002
ARTHUR ANDERSEN LLP September 1995 - May 2002
Skills
Auditing, Quality Assurance, Accounting, Financial Reporting, Financial Accounting, Financial Audits, Analytics, Microsoft Excel, Microsoft Word, Non-profits, PowerPoint, Quality Auditing, Financial Risk, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Finance, CPA, Accounts Receivable, Assurance, SEC filings, Financial Analysis, Sarbanes-Oxley, GAAP, US GAAP, Financial Statements, Account Reconciliation, External Audit, Consolidation, Internal Audit
Education
Binghamton University 1991 — 1995
BS Accounting, Accounting
Binghamton University
Bachelor of Science, Accounting
Citrin Cooperman March 2007 - September 2012
Citrin Cooperman and Company March 2007 - September 2012
Finlay Fine Jewelry June 2003 - March 2007
FINLAY FINE JEWELRY CORPORATION June 2003 - March 2007
Deloitte June 2002 - June 2003
DELOITTE & TOUCHE LLP June 2002 - May 2003
Arthur Andersen September 1995 - May 2002
ARTHUR ANDERSEN LLP September 1995 - May 2002
Skills
Auditing, Quality Assurance, Accounting, Financial Reporting, Financial Accounting, Financial Audits, Analytics, Microsoft Excel, Microsoft Word, Non-profits, PowerPoint, Quality Auditing, Financial Risk, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Finance, CPA, Accounts Receivable, Assurance, SEC filings, Financial Analysis, Sarbanes-Oxley, GAAP, US GAAP, Financial Statements, Account Reconciliation, External Audit, Consolidation, Internal Audit
Education
Binghamton University 1991 — 1995
BS Accounting, Accounting
Binghamton University
Bachelor of Science, Accounting
Jeanette Silic's Arthur Andersen LLP Experience 1993 - 2002
Job Librarian at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Information Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2013 - Present
Silic Information Services 2009 - November 2013
Bingham McCutchen, LLP 2002 - 2008
Arthur Andersen, LLP 1993 - 2002
Ernst & Young, LLP 1990 - 1993
Coopers & Lybrarnd, LLP (PwC) 1980 - 1989
Skills
Project Management, Library, Legal Research, Research, Knowledge Management, Library Management
Education
Boston University
Wittenberg University
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2013 - Present
Silic Information Services 2009 - November 2013
Bingham McCutchen, LLP 2002 - 2008
Arthur Andersen, LLP 1993 - 2002
Ernst & Young, LLP 1990 - 1993
Coopers & Lybrarnd, LLP (PwC) 1980 - 1989
Skills
Project Management, Library, Legal Research, Research, Knowledge Management, Library Management
Education
Boston University
Wittenberg University
Tammy Montroso's Arthur Andersen LLP Experience 1995 - 2002
Job Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2002 - Present
Arthur Andersen LLP 1995 - 2002
Education
Bowling Green State University 1992 — 1995
BSBA, Accounting
PricewaterhouseCoopers August 2002 - Present
Arthur Andersen LLP 1995 - 2002
Education
Bowling Green State University 1992 — 1995
BSBA, Accounting
Susan Husselbee's Arthur Andersen LLP Experience 1992 - 1997
Job Vice President Finance
Industry Wine and Spirits
Experience
Remy Cointreau April 2007 - Present
Bluefly Inc 2004 - 2007
The Dannon Company 1997 - 2004
Arthur Andersen llp 1992 - 1997
Skills
Forecasting, Essbase, Financial Analysis, Finance, Auditing, Financial Modeling, Financial Reporting, Strategic Financial..., Budgets, Consumer Products, Strategic Planning, Managerial Finance, SAP, Management, Strategy, Cross-functional Team..., Process Improvement, Business Strategy, Retail, Business Analysis, CPA, Business Development, Contract Negotiation, Internal Controls
Education
Boston University - School of Management 1988 — 1992
BBA, Accounting and Finance
Remy Cointreau April 2007 - Present
Bluefly Inc 2004 - 2007
The Dannon Company 1997 - 2004
Arthur Andersen llp 1992 - 1997
Skills
Forecasting, Essbase, Financial Analysis, Finance, Auditing, Financial Modeling, Financial Reporting, Strategic Financial..., Budgets, Consumer Products, Strategic Planning, Managerial Finance, SAP, Management, Strategy, Cross-functional Team..., Process Improvement, Business Strategy, Retail, Business Analysis, CPA, Business Development, Contract Negotiation, Internal Controls
Education
Boston University - School of Management 1988 — 1992
BBA, Accounting and Finance
Ian Gonzales's Arthur Andersen LLP Experience September 1999 - September 2001
Job Board Member at SevJet
Industry Aviation & Aerospace
Experience
SevJet July 2009 - Present
UBS Investment Bank September 2003 - November 2008
Societe Generale US September 2001 - September 2003
Arthur Andersen LLP September 1999 - September 2001
United States Marine Corps November 1991 - November 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Management, Derivatives, Operations Management, Valuation, Hedge Funds, Leadership, Aviation
Education
Binghamton University - School of Management 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
SevJet July 2009 - Present
UBS Investment Bank September 2003 - November 2008
Societe Generale US September 2001 - September 2003
Arthur Andersen LLP September 1999 - September 2001
United States Marine Corps November 1991 - November 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Management, Derivatives, Operations Management, Valuation, Hedge Funds, Leadership, Aviation
Education
Binghamton University - School of Management 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Paul L. Yates, CPA's Arthur Andersen LLP Experience 1995 - 1997
Job Corporate Controller at Hubbard Broadcasting
Industry Broadcast Media
Experience
Hubbard Broadcasting October 2014 - Present
Hubbard Radio, LLC April 2011 - Present
Bonneville International Corporation 1998 - August 2011
Deseret Management Corporation 1997 - 1998
Arthur Andersen, LLP 1995 - 1997
Price Waterhouse, LLP January 1993 - January 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Mergers, Financial Modeling, Strategic Planning, Managerial Finance, Forecasting, Budget, Analysis, Business Strategy, Business Planning, Team Leadership, Internal Controls, Business Analysis, Business Development, Contract Negotiation, General Ledger, Payroll, Accounts Payable, Mergers & Acquisitions, Budgets, Financial Accounting, Management, Accounts Receivable, Finance, Auditing, Leadership, Internal Audit, SEC filings, Sarbanes-Oxley Act, Banking, GAAP, Strategic Financial..., Due Diligence, Financial Statements, Project Planning, Revenue Recognition, Microsoft Excel, US GAAP, Cash Flow, Tax, Financial Planning
Education
University of Utah 2010 — 2012
Master, Business Administration
Brigham Young University
Master of AccountancyBachelor of Science, Accounting
Hubbard Broadcasting October 2014 - Present
Hubbard Radio, LLC April 2011 - Present
Bonneville International Corporation 1998 - August 2011
Deseret Management Corporation 1997 - 1998
Arthur Andersen, LLP 1995 - 1997
Price Waterhouse, LLP January 1993 - January 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Mergers, Financial Modeling, Strategic Planning, Managerial Finance, Forecasting, Budget, Analysis, Business Strategy, Business Planning, Team Leadership, Internal Controls, Business Analysis, Business Development, Contract Negotiation, General Ledger, Payroll, Accounts Payable, Mergers & Acquisitions, Budgets, Financial Accounting, Management, Accounts Receivable, Finance, Auditing, Leadership, Internal Audit, SEC filings, Sarbanes-Oxley Act, Banking, GAAP, Strategic Financial..., Due Diligence, Financial Statements, Project Planning, Revenue Recognition, Microsoft Excel, US GAAP, Cash Flow, Tax, Financial Planning
Education
University of Utah 2010 — 2012
Master, Business Administration
Brigham Young University
Master of AccountancyBachelor of Science, Accounting
Betty Lo's Arthur Andersen LLP Experience 1994 - 1997
Job Corporate Controller at Shorelight Education
Industry Computer Software
Experience
Shorelight Education June 2015 - Present
Betty Lo, CPA 2012 - Present
Ember Corporation 2009 - 2012
Unica 2006 - 2009
Moldflow 1999 - 2005
Pollak 1997 - 1999
Arthur Andersen LLP 1994 - 1997
Skills
Revenue Recognition, SEC filings, Accounting, Financial Reporting, Start-ups, Mergers & Acquisitions, Auditing, Finance, Sarbanes-Oxley Act, Management
Education
Boston University - School of Management
BSBA, Accounting
Shorelight Education June 2015 - Present
Betty Lo, CPA 2012 - Present
Ember Corporation 2009 - 2012
Unica 2006 - 2009
Moldflow 1999 - 2005
Pollak 1997 - 1999
Arthur Andersen LLP 1994 - 1997
Skills
Revenue Recognition, SEC filings, Accounting, Financial Reporting, Start-ups, Mergers & Acquisitions, Auditing, Finance, Sarbanes-Oxley Act, Management
Education
Boston University - School of Management
BSBA, Accounting
Maricar Polotaye's Arthur Andersen LLP Experience June 2001 - May 2002
Job US Commercial Strategy Execution at Cordis
Industry Hospital & Health Care
Experience
Cordis September 2010 - Present
Arjo Huntleigh September 2009 - May 2011
Huntleigh Healthcare 2005 - 2009
TIB Mol Biol (Molecular Biology) June 2003 - July 2005
Ernst & Young, LLP May 2002 - October 2002
Arthur Andersen, LLP June 2001 - May 2002
Scudder Kemper Investments February 1997 - May 1999
Skills
Medical Devices, Capital Equipment, Analytics, Market Development, Cross-functional Team..., Forecasting, Orthopedic, Product Launch, Competitive Analysis, Selling, Hospitals, Sales Operations, Contract Negotiation, Product Development, Sales Effectiveness, Management, Healthcare, Business Development, Cardiology, Market Analysis, Operating Room, Market Research, Strategy, Pricing, Sales
Education
Boston College
BA, International Studies
Columbia University - School of International and Public Affairs
MA, International Economic Policy
Cordis September 2010 - Present
Arjo Huntleigh September 2009 - May 2011
Huntleigh Healthcare 2005 - 2009
TIB Mol Biol (Molecular Biology) June 2003 - July 2005
Ernst & Young, LLP May 2002 - October 2002
Arthur Andersen, LLP June 2001 - May 2002
Scudder Kemper Investments February 1997 - May 1999
Skills
Medical Devices, Capital Equipment, Analytics, Market Development, Cross-functional Team..., Forecasting, Orthopedic, Product Launch, Competitive Analysis, Selling, Hospitals, Sales Operations, Contract Negotiation, Product Development, Sales Effectiveness, Management, Healthcare, Business Development, Cardiology, Market Analysis, Operating Room, Market Research, Strategy, Pricing, Sales
Education
Boston College
BA, International Studies
Columbia University - School of International and Public Affairs
MA, International Economic Policy
Cris Lane's Arthur Andersen LLP Experience 1987 - 1991
Job Senior Manager, Operations Finance at IDEXX Laboratories
Industry Medical Devices
Experience
IDEXX Laboratories March 2013 - Present
IDEXX Laboratories 2006 - 2013
GE Water & Process Technologies (Ionics) 2002 - 2006
Thermo Electron 1991 - 2001
Arthur Andersen LLP 1987 - 1991
Skills
Auditing, Sarbanes-Oxley Act, Revenue Recognition, Acquisition Integration, Financial Reporting, Forecasting, SEC filings, Accounting, US GAAP, Sarbanes-Oxley, Cost Accounting, Financial Modeling, Mergers & Acquisitions, Internal Controls, Variance Analysis, Managerial Finance, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1998
MBA
Penn State University 1983 — 1987
BS, Accounting
IDEXX Laboratories March 2013 - Present
IDEXX Laboratories 2006 - 2013
GE Water & Process Technologies (Ionics) 2002 - 2006
Thermo Electron 1991 - 2001
Arthur Andersen LLP 1987 - 1991
Skills
Auditing, Sarbanes-Oxley Act, Revenue Recognition, Acquisition Integration, Financial Reporting, Forecasting, SEC filings, Accounting, US GAAP, Sarbanes-Oxley, Cost Accounting, Financial Modeling, Mergers & Acquisitions, Internal Controls, Variance Analysis, Managerial Finance, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1998
MBA
Penn State University 1983 — 1987
BS, Accounting
Edward Kraus, CPA's Arthur Andersen LLP Experience 1999 - 2001
Job Director National Accounts Pricing & Operations
Industry Environmental Services
Experience
Waste Management December 2014 - Present
Waste Management October 2013 - December 2014
Waste Management April 2012 - October 2013
The Hartford July 2011 - April 2012
ING June 2009 - July 2011
PeoplesBank July 2006 - April 2009
MassMutual 2001 - 2006
Arthur Andersen LLP 1999 - 2001
PricewaterhouseCoopers 1997 - 1999
Skills
Accounting, Budgets, Financial Analysis, Auditing, Banking, Internal Controls, Financial Reporting, Due Diligence, Internal Audit, Managerial Finance, Risk Management, Sarbanes-Oxley Act, Strategic Financial...
Education
Boston College 1991 — 1995
BS, Accounting
Waste Management December 2014 - Present
Waste Management October 2013 - December 2014
Waste Management April 2012 - October 2013
The Hartford July 2011 - April 2012
ING June 2009 - July 2011
PeoplesBank July 2006 - April 2009
MassMutual 2001 - 2006
Arthur Andersen LLP 1999 - 2001
PricewaterhouseCoopers 1997 - 1999
Skills
Accounting, Budgets, Financial Analysis, Auditing, Banking, Internal Controls, Financial Reporting, Due Diligence, Internal Audit, Managerial Finance, Risk Management, Sarbanes-Oxley Act, Strategic Financial...
Education
Boston College 1991 — 1995
BS, Accounting
Tony Burt's Arthur Andersen LLP Experience 1991 - 1995
Job CFO & VP Administration at Track Utilities, LLC
Industry Mechanical or Industrial Engineering
Experience
Track Utilities, LLC May 2015 - Present
POWER Engineers September 2014 - Present
POWER Engineers March 2012 - August 2014
SUPERVALU 2008 - March 2012
SUPERVALU 2006 - 2008
SUPERVALU 2006 - 2006
Albertsons 2004 - 2006
Intermountain Gas Company 1998 - 2004
Nichols Accounting Group, P.C. 1995 - 1998
Arthur Andersen, LLP 1991 - 1995
Skills
Team Leadership, Financial Reporting, Auditing, SOX, GAAP, Internal Controls, Purchase Price..., Impairment, Financial Analysis, M&A experience, Financial Management, Business Process..., Oracle E-Business Suite, Financial Systems..., Training & Development, System Improvements, Mentoring, SQL, Software Project..., Outsourcing, Shared Services, Fixed Assets, IT Financial Management, General Ledger, Process Improvement, Sarbanes-Oxley Act, Accounting, Budgets, Consolidation, Cost Accounting, Project Planning, Management, Managerial Finance, Strategic Financial..., Financial Statements, Forecasting, Business Process, Integration, Project Management, Mergers & Acquisitions, Financial Planning
Education
Boise State University 1989 — 1992
BBA, Accounting
Track Utilities, LLC May 2015 - Present
POWER Engineers September 2014 - Present
POWER Engineers March 2012 - August 2014
SUPERVALU 2008 - March 2012
SUPERVALU 2006 - 2008
SUPERVALU 2006 - 2006
Albertsons 2004 - 2006
Intermountain Gas Company 1998 - 2004
Nichols Accounting Group, P.C. 1995 - 1998
Arthur Andersen, LLP 1991 - 1995
Skills
Team Leadership, Financial Reporting, Auditing, SOX, GAAP, Internal Controls, Purchase Price..., Impairment, Financial Analysis, M&A experience, Financial Management, Business Process..., Oracle E-Business Suite, Financial Systems..., Training & Development, System Improvements, Mentoring, SQL, Software Project..., Outsourcing, Shared Services, Fixed Assets, IT Financial Management, General Ledger, Process Improvement, Sarbanes-Oxley Act, Accounting, Budgets, Consolidation, Cost Accounting, Project Planning, Management, Managerial Finance, Strategic Financial..., Financial Statements, Forecasting, Business Process, Integration, Project Management, Mergers & Acquisitions, Financial Planning
Education
Boise State University 1989 — 1992
BBA, Accounting
Erin Sibley's Arthur Andersen LLP Experience 1996 - 1998
Job Tax Lawyer
Industry Financial Services
Experience
Brown Brothers Harriman 2004 - 2005
Palmer & Dodge LLP 1998 - 2001
Arthur Andersen LLP 1996 - 1998
Skills
Writers, Tax Law
Education
Boston College Law School 1993 — 1996
Doctor of Law (J.D.)
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Political Science, French
Brown Brothers Harriman 2004 - 2005
Palmer & Dodge LLP 1998 - 2001
Arthur Andersen LLP 1996 - 1998
Skills
Writers, Tax Law
Education
Boston College Law School 1993 — 1996
Doctor of Law (J.D.)
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Political Science, French
Carolyn Abbey's Arthur Andersen LLP Experience 2000 - 2002
Job Director Operations, US Region at Oxford Properties
Industry Real Estate
Experience
Oxford Properties Group September 2014 - Present
Cushman & Wakefield March 2013 - July 2014
Perseus Realty Partners July 2010 - March 2013
The JBG Companies February 2005 - June 2009
Arthur Andersen LLP 2000 - 2002
Lend Lease Real Estate Investments 1997 - 2000
Ratcliffe, Cali, Duffy, Hughes & Co. 1991 - 1994
American International Group 1988 - 1990
Metropolitan Life Insurance Company 1987 - 1988
GA/Partners 1985 - 1987
Skills
Asset Management, Commercial Real Estate, Real Estate, Property Management, Investment Properties, Portfolio Management, Real Estate Economics, Valuation, Acquisitions, Real Estate Transactions, Financial Analysis, Due Diligence, Disposition, Corporate Real Estate, Hotels, Investments, Private Equity, Operations Management, Planning Budgeting &..., Brokerage, Business Planning, Negotiating Leases, Financial Reporting, Strategic Planning, Performance Management, Contract Negotiation, Dispositions
Education
Cornell University 2009 — 2009
Certificate, Hotel Real Estate Investments & Asset Management
Boston University 1981 — 1985
BA, Psychology & Business Administration
Oxford Properties Group September 2014 - Present
Cushman & Wakefield March 2013 - July 2014
Perseus Realty Partners July 2010 - March 2013
The JBG Companies February 2005 - June 2009
Arthur Andersen LLP 2000 - 2002
Lend Lease Real Estate Investments 1997 - 2000
Ratcliffe, Cali, Duffy, Hughes & Co. 1991 - 1994
American International Group 1988 - 1990
Metropolitan Life Insurance Company 1987 - 1988
GA/Partners 1985 - 1987
Skills
Asset Management, Commercial Real Estate, Real Estate, Property Management, Investment Properties, Portfolio Management, Real Estate Economics, Valuation, Acquisitions, Real Estate Transactions, Financial Analysis, Due Diligence, Disposition, Corporate Real Estate, Hotels, Investments, Private Equity, Operations Management, Planning Budgeting &..., Brokerage, Business Planning, Negotiating Leases, Financial Reporting, Strategic Planning, Performance Management, Contract Negotiation, Dispositions
Education
Cornell University 2009 — 2009
Certificate, Hotel Real Estate Investments & Asset Management
Boston University 1981 — 1985
BA, Psychology & Business Administration
Jeremy Matican's Arthur Andersen LLP Experience January 1999 - July 2001
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners February 2006 - Present
Zolfo Cooper July 2001 - February 2006
Arthur Andersen LLP January 1999 - July 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Modeling, Restructuring, Debt Capital Raising, Equity Capital Raising, International..., Hedge Funds, LBO, Capital Markets, Due Diligence, Business Valuation, Finance, Leveraged Finance, Corporate Development, M&A experience, Equities
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Finance and Accounting
Evercore Partners February 2006 - Present
Zolfo Cooper July 2001 - February 2006
Arthur Andersen LLP January 1999 - July 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Modeling, Restructuring, Debt Capital Raising, Equity Capital Raising, International..., Hedge Funds, LBO, Capital Markets, Due Diligence, Business Valuation, Finance, Leveraged Finance, Corporate Development, M&A experience, Equities
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Finance and Accounting
John Tesoro's Arthur Andersen LLP Experience 1974 - 2002
Job KPMG National Advisory Market Development Leader, Retired 9/30/12
Industry Management Consulting
Experience
Bridge Builder Trust, mutual fund sponsored by Edward Jones May 2013 - Present
Teton Advisors, Inc. May 2013 - Present
KPMG LLP October 2009 - September 2012
KPMG 2002 - 2012
KPMG 2002 - 2012
KPMG LLP January 2009 - September 2009
KPMG LLP 2002 - 2005
Arthur Andersen LLP 1974 - 2002
Skills
Business Planning, Purchase Price..., Public Companies, Change Management, Operating Models, Financial Services, Internal Controls, Governance, Banking, Program Management, Risk Management, Leadership, Management, Mergers & Acquisitions, CRM, Business Process..., Auditing, Sarbanes-Oxley Act, SEC filings, Restructuring, IFRS, Big 4
Education
Boston College 1970 — 1974
Bachelor of Science (B.S.), Accounting
Bridge Builder Trust, mutual fund sponsored by Edward Jones May 2013 - Present
Teton Advisors, Inc. May 2013 - Present
KPMG LLP October 2009 - September 2012
KPMG 2002 - 2012
KPMG 2002 - 2012
KPMG LLP January 2009 - September 2009
KPMG LLP 2002 - 2005
Arthur Andersen LLP 1974 - 2002
Skills
Business Planning, Purchase Price..., Public Companies, Change Management, Operating Models, Financial Services, Internal Controls, Governance, Banking, Program Management, Risk Management, Leadership, Management, Mergers & Acquisitions, CRM, Business Process..., Auditing, Sarbanes-Oxley Act, SEC filings, Restructuring, IFRS, Big 4
Education
Boston College 1970 — 1974
Bachelor of Science (B.S.), Accounting
Luigi Alberico's Arthur Andersen LLP Experience 1987 - 1991
Job Owner, J.S. ALBERICO CONSTRUCTION CO.
Industry Construction
Experience
J.S. ALBERICO CONSTRUCTION CO. 1994 - Present
Allstate Life Insurance Co. 1991 - April 1994
Arthur Andersen LLP 1987 - 1991
Skills
Construction, Water, Construction Management, Valves, Sewer, Subcontracting, Pre-construction, Project Estimation, Value Engineering, Process Scheduler, Contract Management, Contractors, CPM Scheduling, Land Development, Renovation, Contract Negotiation, MS Project, Civil Engineering, Concrete, Change Orders, Submittals, Site Development, Project Bidding, Real Estate Development, Stormwater Management, Drainage, Surveying, Site Plans, Facilities Management, Design-Build, Budgets, Management
Education
Bradley University 1982 — 1987
B.S. - Accountancy, Business
J.S. ALBERICO CONSTRUCTION CO. 1994 - Present
Allstate Life Insurance Co. 1991 - April 1994
Arthur Andersen LLP 1987 - 1991
Skills
Construction, Water, Construction Management, Valves, Sewer, Subcontracting, Pre-construction, Project Estimation, Value Engineering, Process Scheduler, Contract Management, Contractors, CPM Scheduling, Land Development, Renovation, Contract Negotiation, MS Project, Civil Engineering, Concrete, Change Orders, Submittals, Site Development, Project Bidding, Real Estate Development, Stormwater Management, Drainage, Surveying, Site Plans, Facilities Management, Design-Build, Budgets, Management
Education
Bradley University 1982 — 1987
B.S. - Accountancy, Business
Jill Powilatis's Arthur Andersen LLP Experience 1998 - 2000
Job AVP and Senior Counsel at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management AssociateSchulte Roth & Zabel LLP2000 - 2004
Arthur Andersen LLP 1998 - 2000
Education
Boston College Law School 1995 — 1998
JD
The Ohio State University Fisher College of Business 1990 — 1994
BS, Economics and International Business
Hartford Investment Management AssociateSchulte Roth & Zabel LLP2000 - 2004
Arthur Andersen LLP 1998 - 2000
Education
Boston College Law School 1995 — 1998
JD
The Ohio State University Fisher College of Business 1990 — 1994
BS, Economics and International Business
harris lukashok's Arthur Andersen LLP Experience August 1997 - May 2000
Job Director at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC July 2011 - Present
S&H Equities April 2008 - July 2011
Bank of America June 2002 - April 2008
Barclays Capital May 2000 - September 2001
Arthur Andersen LLP August 1997 - May 2000
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1997 — 2004
Masters, Real Estate Development
Binghamton University 1996 — 1998
BA, Economics and Finance
Ladder Capital Finance LLC July 2011 - Present
S&H Equities April 2008 - July 2011
Bank of America June 2002 - April 2008
Barclays Capital May 2000 - September 2001
Arthur Andersen LLP August 1997 - May 2000
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1997 — 2004
Masters, Real Estate Development
Binghamton University 1996 — 1998
BA, Economics and Finance
Melanie Gallaher's Arthur Andersen LLP Experience July 1998 - March 2002
Job Senior Accountant at North Metro Fire Rescue
Industry Accounting
Experience
North Metro Fire Rescue March 2011 - Present
College Assist December 2007 - April 2010
DFG, Inc. January 2005 - October 2006
American Ecology Corporation May 2002 - September 2003
Arthur Andersen LLP July 1998 - March 2002
Skills
Accounting, Analysis, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Controls, General Ledger, US GAAP, Variance Analysis, Management, Mergers, Payroll, Process Improvement
Education
Boise State University 1994 — 1998
BBA, Accounting
North Metro Fire Rescue March 2011 - Present
College Assist December 2007 - April 2010
DFG, Inc. January 2005 - October 2006
American Ecology Corporation May 2002 - September 2003
Arthur Andersen LLP July 1998 - March 2002
Skills
Accounting, Analysis, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Controls, General Ledger, US GAAP, Variance Analysis, Management, Mergers, Payroll, Process Improvement
Education
Boise State University 1994 — 1998
BBA, Accounting
Bernadette Madarieta's Arthur Andersen LLP Experience 1997 - 2002
Job Vice President and Controller at Packaging Corporation of America
Industry Paper & Forest Products
Experience
Packaging Corporation of America October 2013 - Present
Boise Inc. February 2011 - October 2013
Boise Cascade, L.L.C. February 2008 - January 2011
Boise Cascade, L.L.C. 2004 - 2008
Boise Cascade Corporation 2002 - 2004
KPMG US 2002 - 2002
Arthur Andersen LLP 1997 - 2002
Skills
US GAAP, Financial Reporting, Sarbanes-Oxley, Internal Controls, Auditing, SEC filings, Acquisition and..., Due Diligence, Acquisition Integration, Accounting, GAAP, Tax, Mergers & Acquisitions, Finance, Financial Statements, Financial Accounting, General Ledger, Forecasting, Sarbanes-Oxley Act, Managerial Finance, CPA, Financial Analysis, SEC Filings
Education
Boise State University 1993 — 1997
BA, Accounting
University of Pennsylvania - The Wharton School
The CFO: Becoming a Strategic Partner
Packaging Corporation of America October 2013 - Present
Boise Inc. February 2011 - October 2013
Boise Cascade, L.L.C. February 2008 - January 2011
Boise Cascade, L.L.C. 2004 - 2008
Boise Cascade Corporation 2002 - 2004
KPMG US 2002 - 2002
Arthur Andersen LLP 1997 - 2002
Skills
US GAAP, Financial Reporting, Sarbanes-Oxley, Internal Controls, Auditing, SEC filings, Acquisition and..., Due Diligence, Acquisition Integration, Accounting, GAAP, Tax, Mergers & Acquisitions, Finance, Financial Statements, Financial Accounting, General Ledger, Forecasting, Sarbanes-Oxley Act, Managerial Finance, CPA, Financial Analysis, SEC Filings
Education
Boise State University 1993 — 1997
BA, Accounting
University of Pennsylvania - The Wharton School
The CFO: Becoming a Strategic Partner
Edward Dentzman's Arthur Andersen LLP Experience January 1996 - April 1999
Job Vice President International Finance at Ace Hardware
Industry Retail
Experience
Ace Hardware June 2015 - Present
Ace Hardware July 2014 - May 2015
Ace Hardware November 2013 - June 2014
Ace Hardware November 2008 - November 2013
Armour Eckrich November 2007 - November 2008
Kraft Foods April 1999 - November 2007
Arthur Andersen LLP January 1996 - April 1999
R.S. Rozak & Company February 1992 - December 1995
Skills
Forecasting, Financial Reporting, Essbase, Financial Analysis, Strategic Financial..., Income Statement, Variance Analysis, Budgets, P&L, SAP, Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Analysis, Project Planning, Management, Accounting, Financial Modeling, Financial Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance and Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science in Accountancy
Bradley University 1988 — 1992
BS, Construction Management
Ace Hardware June 2015 - Present
Ace Hardware July 2014 - May 2015
Ace Hardware November 2013 - June 2014
Ace Hardware November 2008 - November 2013
Armour Eckrich November 2007 - November 2008
Kraft Foods April 1999 - November 2007
Arthur Andersen LLP January 1996 - April 1999
R.S. Rozak & Company February 1992 - December 1995
Skills
Forecasting, Financial Reporting, Essbase, Financial Analysis, Strategic Financial..., Income Statement, Variance Analysis, Budgets, P&L, SAP, Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Analysis, Project Planning, Management, Accounting, Financial Modeling, Financial Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance and Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science in Accountancy
Bradley University 1988 — 1992
BS, Construction Management
Jennifer Burk's Arthur Andersen LLP Experience June 2001 - April 2002
Job Software Support Manager at Resources Healthcare Solutions
Industry Information Technology and Services
Experience
Resources Global Professionals 2012 - Present
ACS Healthcare Provider Solutions June 2006 - January 2012
Xpediate Consulting, LLC April 2002 - June 2006
Arthur Andersen LLP June 2001 - April 2002
Bank One May 1999 - June 2001
Skills
Training, Quality Assurance, Management, Troubleshooting, Human Resources, Analysis, Account Management, Customer Service, Sales, Policy, HIPAA, Interviews, Consulting, Data Entry, Auditing, Customer Support, Business Analysis, Business Process..., Software Documentation, Program Management, Process Improvement
Education
The Chicago School of Professional Psychology at Los Angeles 2013 — 2015
Master of Arts (M.A.), Industrial and Organizational Psychology
Brandman University, Part of the Chapman University System 2010 — 2013
Bachelor of Business Administration (BBA), Organizational Leadership
Resources Global Professionals 2012 - Present
ACS Healthcare Provider Solutions June 2006 - January 2012
Xpediate Consulting, LLC April 2002 - June 2006
Arthur Andersen LLP June 2001 - April 2002
Bank One May 1999 - June 2001
Skills
Training, Quality Assurance, Management, Troubleshooting, Human Resources, Analysis, Account Management, Customer Service, Sales, Policy, HIPAA, Interviews, Consulting, Data Entry, Auditing, Customer Support, Business Analysis, Business Process..., Software Documentation, Program Management, Process Improvement
Education
The Chicago School of Professional Psychology at Los Angeles 2013 — 2015
Master of Arts (M.A.), Industrial and Organizational Psychology
Brandman University, Part of the Chapman University System 2010 — 2013
Bachelor of Business Administration (BBA), Organizational Leadership
Bryan Banks's Arthur Andersen LLP Experience 1991 - 1998
Job Partner Mercury Capital Advisors LLC
Industry Venture Capital & Private Equity
Experience
Mercury Capital Advisors, LLC 2012 - Present
Citigroup Global Markets Inc. 2003 - 2012
Simon Marketing, Inc. 2000 - 2003
Thermo Vision Corporation 1998 - 2000
Arthur Andersen LLP 1991 - 1998
Skills
Capital Markets..., Initial Public Offerings, Investor Communications, Rating Agency Analysis, Financial Forecasting &..., Corporate Valuation, M&A Execution, Post-Merger Integration, SEC and Investor..., Financial Systems..., International Experience, Certified Public..., Private Equity, Valuation, Capital Markets, M&A experience, Executive Management, LBO, CPA, IPO, Investment Banking, Acquisitions, Finance, Acquisition Integration, M&A execution, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Accounting (Summa Cum Laude)
Boston Latin School 1983 — 1987
Mercury Capital Advisors, LLC 2012 - Present
Citigroup Global Markets Inc. 2003 - 2012
Simon Marketing, Inc. 2000 - 2003
Thermo Vision Corporation 1998 - 2000
Arthur Andersen LLP 1991 - 1998
Skills
Capital Markets..., Initial Public Offerings, Investor Communications, Rating Agency Analysis, Financial Forecasting &..., Corporate Valuation, M&A Execution, Post-Merger Integration, SEC and Investor..., Financial Systems..., International Experience, Certified Public..., Private Equity, Valuation, Capital Markets, M&A experience, Executive Management, LBO, CPA, IPO, Investment Banking, Acquisitions, Finance, Acquisition Integration, M&A execution, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Accounting (Summa Cum Laude)
Boston Latin School 1983 — 1987
Lisa Shackman's Arthur Andersen LLP Experience July 1997 - February 2000
Job Director, Consolidations at AMC Networks
Industry Entertainment
Experience
AMC Networks December 2011 - Present
Arrow Electronics May 2011 - December 2011
Nu Horizons Electronics, an Arrow Electronics company October 2006 - August 2011
Merrill Lynch March 2000 - October 2006
Arthur Andersen LLP July 1997 - February 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, US GAAP, Consolidation, Finance, GAAP, SEC filings, Strategic Planning, Variance Analysis
Education
Binghamton University 1989 — 1993
BS, Accounting
AMC Networks December 2011 - Present
Arrow Electronics May 2011 - December 2011
Nu Horizons Electronics, an Arrow Electronics company October 2006 - August 2011
Merrill Lynch March 2000 - October 2006
Arthur Andersen LLP July 1997 - February 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, US GAAP, Consolidation, Finance, GAAP, SEC filings, Strategic Planning, Variance Analysis
Education
Binghamton University 1989 — 1993
BS, Accounting
David Mastroianni's Arthur Andersen LLP Experience June 1995 - February 1998
Job Assistant Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Paul Revill, CA, MAcc's Arthur Andersen LLP Experience September 1998 - December 2001
Job FINANCE EXECUTIVE | Business and finance leadership
Industry Hospitality
Experience
ADP Canada June 2012 - Present
Four Seasons Hotels and Resorts July 2008 - August 2011
Four Seasons Hotels and Resorts May 2004 - June 2008
Four Seasons Hotels and Resorts January 2002 - April 2004
Arthur Andersen LLP September 1998 - December 2001
Skills
Tax, Leadership, Financial Analysis, Internal Audit, Mergers & Acquisitions, Corporate Tax, Corporate Finance, Budgets, Auditing, Microsoft Excel, Forecasting, Finance, Internal Controls, Financial Reporting, Accounting, Managerial Finance, Cash Flow, Financial Audits, Cash Management, Management
Education
University of Waterloo 1998 — 1999
Masters of Accountancy (MAcc)
University of Waterloo 1996 — 1998
Bachelor of Arts / Accounting, Honours Chartered Accountancy Studies
Brigham Young University 1995 — 1996
School of Accountancy, Marriott School of Management
ADP Canada June 2012 - Present
Four Seasons Hotels and Resorts July 2008 - August 2011
Four Seasons Hotels and Resorts May 2004 - June 2008
Four Seasons Hotels and Resorts January 2002 - April 2004
Arthur Andersen LLP September 1998 - December 2001
Skills
Tax, Leadership, Financial Analysis, Internal Audit, Mergers & Acquisitions, Corporate Tax, Corporate Finance, Budgets, Auditing, Microsoft Excel, Forecasting, Finance, Internal Controls, Financial Reporting, Accounting, Managerial Finance, Cash Flow, Financial Audits, Cash Management, Management
Education
University of Waterloo 1998 — 1999
Masters of Accountancy (MAcc)
University of Waterloo 1996 — 1998
Bachelor of Arts / Accounting, Honours Chartered Accountancy Studies
Brigham Young University 1995 — 1996
School of Accountancy, Marriott School of Management
Paul Holoubek's Arthur Andersen LLP Experience August 1998 - July 2002
Job VP Corporate Information Technology – Portfolio Management (PMO), Quality Assurance & Training
Industry Publishing
Experience
Houghton Mifflin Harcourt July 2004 - Present
John Hancock Life Insurance Company (U.S.A.) July 2002 - July 2004
Arthur Andersen LLP August 1998 - July 2002
Skills
Strategy, Program Management, Business Process..., Change Management, Business Strategy, Team Leadership, Product Management, Business Process, Governance, Strategic Planning, Management, Start-ups, Project Management, PMO, Integration, Portfolio Management, IT Strategy, IT Management, Business Intelligence, SaaS, Vendor Management, SDLC, Consulting, Cloud Computing, Enterprise Software, Software Project..., Leadership, Team Building
Education
Boston University Graduate School of Management
MBA & MIS, Master of Business Administration & Master of Science in Management Information Systems
New York University
Bachelor of Arts, History and Politics
Houghton Mifflin Harcourt July 2004 - Present
John Hancock Life Insurance Company (U.S.A.) July 2002 - July 2004
Arthur Andersen LLP August 1998 - July 2002
Skills
Strategy, Program Management, Business Process..., Change Management, Business Strategy, Team Leadership, Product Management, Business Process, Governance, Strategic Planning, Management, Start-ups, Project Management, PMO, Integration, Portfolio Management, IT Strategy, IT Management, Business Intelligence, SaaS, Vendor Management, SDLC, Consulting, Cloud Computing, Enterprise Software, Software Project..., Leadership, Team Building
Education
Boston University Graduate School of Management
MBA & MIS, Master of Business Administration & Master of Science in Management Information Systems
New York University
Bachelor of Arts, History and Politics
Dahlia Hudson, CPA, MBA's Arthur Andersen LLP Experience January 2001 - June 2002
Job Tax Analyst Supervisor at National DCP
Industry Food & Beverages
Experience
National DCP, LLC January 2014 - Present
Blyth Inc. May 2009 - February 2012
Frontier Communications January 2006 - May 2009
PwC June 2002 - July 2004
Arthur Andersen LLP January 2001 - June 2002
Leasing Technologies International, Inc. July 1996 - December 2000
Skills
CPA, Compliance, Accounting, Tax Accounting, Tax, Sarbanes-Oxley Act, General Ledger, Auditing, Financial Reporting, QuickBooks, Accounts Payable, Hyperion Enterprise, Accounts Receivable, Financial Analysis, Payroll, Cash Flow, Balance, Bookkeeping, Cash Management, Journal Entries, Fixed Assets, Consolidation, Corporate Tax, Internal Controls
Education
Boston University
Bachelor of Science, Business Administration
Sacred Heart University
Masters, Business Administration
National DCP, LLC January 2014 - Present
Blyth Inc. May 2009 - February 2012
Frontier Communications January 2006 - May 2009
PwC June 2002 - July 2004
Arthur Andersen LLP January 2001 - June 2002
Leasing Technologies International, Inc. July 1996 - December 2000
Skills
CPA, Compliance, Accounting, Tax Accounting, Tax, Sarbanes-Oxley Act, General Ledger, Auditing, Financial Reporting, QuickBooks, Accounts Payable, Hyperion Enterprise, Accounts Receivable, Financial Analysis, Payroll, Cash Flow, Balance, Bookkeeping, Cash Management, Journal Entries, Fixed Assets, Consolidation, Corporate Tax, Internal Controls
Education
Boston University
Bachelor of Science, Business Administration
Sacred Heart University
Masters, Business Administration
Bill Sandow's Arthur Andersen LLP Experience February 1996 - August 1998
Job GE Asset Management
Industry Investment Management
Experience
GE Asset Management December 2012 - Present
Allianz Global Investors Capital October 2005 - October 2012
Exis Capital Management May 2004 - October 2005
RCM Global Investors May 2000 - April 2004
Arthur Andersen LLP February 1996 - August 1998
The Dreyfus Corporation August 1995 - February 1996
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Portfolio Management, Bloomberg, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Trading, Fixed Income, Securities, Financial Analysis, Mutual Funds, Investment Management, Strategy
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting
GE Asset Management December 2012 - Present
Allianz Global Investors Capital October 2005 - October 2012
Exis Capital Management May 2004 - October 2005
RCM Global Investors May 2000 - April 2004
Arthur Andersen LLP February 1996 - August 1998
The Dreyfus Corporation August 1995 - February 1996
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Portfolio Management, Bloomberg, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Trading, Fixed Income, Securities, Financial Analysis, Mutual Funds, Investment Management, Strategy
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting
Jaymie Gruis's Arthur Andersen LLP Experience September 1997 - April 2001
Job Manager Financial Planning Analysis at Cardiovascular Systems Inc
Industry Medical Devices
Experience
Cardiovascular Systems Inc December 2012 - Present
Medtronic August 2011 - Present
Medtronic July 2008 - August 2011
Medtronic May 2004 - August 2006
Medtronic April 2001 - April 2004
Arthur Andersen, LLP September 1997 - April 2001
Skills
Medical Devices, Medical Device R&D, SAP, Financial Analysis, Strategic Planning, Financial Reporting, Forecasting, Microsoft Office, Product Development, Microsoft Excel, Hyperion Financial...
Education
Briar Cliff University 1993 — 1997
BS, Accounting
Cardiovascular Systems Inc December 2012 - Present
Medtronic August 2011 - Present
Medtronic July 2008 - August 2011
Medtronic May 2004 - August 2006
Medtronic April 2001 - April 2004
Arthur Andersen, LLP September 1997 - April 2001
Skills
Medical Devices, Medical Device R&D, SAP, Financial Analysis, Strategic Planning, Financial Reporting, Forecasting, Microsoft Office, Product Development, Microsoft Excel, Hyperion Financial...
Education
Briar Cliff University 1993 — 1997
BS, Accounting
John Utsch's Arthur Andersen LLP Experience September 1991 - May 2002
Job Partner at Ernst & Young LLP
Industry Paper & Forest Products
Experience
Ernst & Young LLP July 2004 - Present
Ernst & Young June 2002 - June 2004
Arthur Andersen LLP September 1991 - May 2002
Skills
CPA, SEC filings
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting
Ernst & Young LLP July 2004 - Present
Ernst & Young June 2002 - June 2004
Arthur Andersen LLP September 1991 - May 2002
Skills
CPA, SEC filings
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting
Lorry Crecco-Feigenbaum's Arthur Andersen LLP Experience September 1997 - September 1999
Job Graduate Admissions/Recruiting College of Nursing and Public Health at Adelphi University
Industry Human Resources
Experience
Adelphi University January 2015 - Present
Deloitte April 2004 - December 2008
Deloitte February 2003 - April 2004
Deloitte September 2000 - February 2003
Michael Page September 1999 - September 2000
Arthur Andersen LLP September 1997 - September 1999
Skills
Management, Recruiting, Leadership, Human Resources, Talent Management, Talent Acquisition, Strategic Planning, Performance Management, Marketing, Sales
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), English Literature/Rhetoric
Adelphi University January 2015 - Present
Deloitte April 2004 - December 2008
Deloitte February 2003 - April 2004
Deloitte September 2000 - February 2003
Michael Page September 1999 - September 2000
Arthur Andersen LLP September 1997 - September 1999
Skills
Management, Recruiting, Leadership, Human Resources, Talent Management, Talent Acquisition, Strategic Planning, Performance Management, Marketing, Sales
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), English Literature/Rhetoric
Cheryl Penn's Arthur Andersen LLP Experience July 1987 - August 1994
Job Director of Finance at Credo Reference
Industry Accounting
Experience
Credo Reference January 2014 - Present
MPA May 2006 - September 2013
Thermo Fisher Scientific July 2004 - May 2006
CenterStone Software May 2002 - January 2004
Sprockets.com, Inc, March 2000 - April 2002
PixelVision Technology, Inc. August 1994 - December 1999
Arthur Andersen LLP July 1987 - August 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Cash Management, Business Planning, Yardi, Investor Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, P&L Management, Process Improvement, Account Reconciliation, Human Resources, Change Management, Accounts Payable, Contract Negotiation, Macola, Glovia, Accounting, Financial Planning
Education
Boston College 1983 — 1987
Bachelor of Science (BS), Accounting and Computer Science
Credo Reference January 2014 - Present
MPA May 2006 - September 2013
Thermo Fisher Scientific July 2004 - May 2006
CenterStone Software May 2002 - January 2004
Sprockets.com, Inc, March 2000 - April 2002
PixelVision Technology, Inc. August 1994 - December 1999
Arthur Andersen LLP July 1987 - August 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Cash Management, Business Planning, Yardi, Investor Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, P&L Management, Process Improvement, Account Reconciliation, Human Resources, Change Management, Accounts Payable, Contract Negotiation, Macola, Glovia, Accounting, Financial Planning
Education
Boston College 1983 — 1987
Bachelor of Science (BS), Accounting and Computer Science
Laurie Fichera's Arthur Andersen LLP Experience July 1988 - August 1990
Job Attorney
Industry Law Practice
Experience
Alan Barry & Associates, LLC November 1993 - November 1998
U.S. Department of Justice December 1992 - April 1993
Putnam County Department of Law June 1991 - August 1991
Arthur Andersen, LLP July 1988 - August 1990
Skills
Admitted to practice in..., Civil Litigation
Education
Boston University School of Law 1990 — 1993
Doctor of Law (J.D.)
Pace University 1985 — 1988
Bachelor of Arts (B.A.), Mathematics
Alan Barry & Associates, LLC November 1993 - November 1998
U.S. Department of Justice December 1992 - April 1993
Putnam County Department of Law June 1991 - August 1991
Arthur Andersen, LLP July 1988 - August 1990
Skills
Admitted to practice in..., Civil Litigation
Education
Boston University School of Law 1990 — 1993
Doctor of Law (J.D.)
Pace University 1985 — 1988
Bachelor of Arts (B.A.), Mathematics
Arthur Andersen
BDO USA, LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman