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
Heartland Payroll October 2005 - Present
Morgan Communities (Morgan Management LLC) July 2004 - September 2005
Progressive Machine and Design January 2004 - June 2004
Comforce Information Tech July 2002 - October 2003
Harris Interactive Media April 2000 - June 2002
Arthur Andersen LLP May 1999 - April 2000
The Bonadio Group May 1994 - May 1999
Cortland Brovitz & Company July 1993 - May 1994
Walsh Morga & Company PC September 1989 - July 1993
Skills
Credit Analysis, Credit Risk, ACH Analysis, Revenue Reconciliation, Accounts Receivable, Accounting, ACH, Financial Reporting, Risk Management, Sales Administration, Analysis, Financial Services, Banking, Customer Service, Employee Benefits, Payroll, Account Management, Management
Education
Finger Lakes Community College
St. John Fisher College
Bachelor of Science (B.S.), Management, Minor In Accounting
Cushman & Wakefield May 2002 - Present
Arthur Andersen, LLP August 1997 - May 2002
Skills
Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Appraisals, Real Estate Development, Valuation, Financial Modeling, Leases, Due Diligence, Real Estate Transactions, Brokerage, Shopping Centers, Dispositions
Education
Florida State University - College of Business 1993 — 1997
Finance (BS) & Real Estate (BS)
Dixon Hughes Goodman LLP June 2015 - Present
Warren Averett, LLC 2011 - 2015
Grant Thornton LLP 2002 - 2010
Paradyme Human Resources Corporation 1998 - 2002
Arthur Andersen LLP 1989 - 1997
Skills
SEC filings, Financial Reporting, Internal Controls, Accounting, Auditing, Financial Analysis, Financial Accounting, CPA, Mergers & Acquisitions, Finance, GAAP, Due Diligence, Strategic Planning, US GAAP, Sarbanes-Oxley Act, General Ledger, External Audit, Assurance, Financial Audits, Financial Statements, Income Tax, Managerial Finance, Partnership Taxation, Financial Management, Mergers, Profitability Analysis, Profitability..., Financial Projections, Coaching, Revenue Recognition
Education
University of South Carolina - Darla Moore School of Business 1988 — 1989
Master of Accountancy, Accounting
Francis Marion University 1984 — 1988
Bachelor of Business Administration, Concentrations in Finance and Accounting
Pee Dee Academy 1972 — 1984
High School Diploma
Ernst & Young February 2006 - Present
Protiviti May 2002 - February 2006
Arthur Andersen LLP August 1998 - May 2002
Education
Florida State University - College of Business 1997 — 1998
Masters of Accountancy, Accounting Information Systems
Florida State University - College of Business 1994 — 1997
Bachelor of Science, Accounting
Aerolight, Inc January 2006 - Present
California Institute of Technology November 2004 - March 2006
Washington Mutual Bank April 2002 - October 2004
Arthur Andersen LLP July 2000 - March 2002
Royal & SunAlliance September 1998 - July 2000
Skills
Internal Audit, Financial Accounting, Auditing, External Audit, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Accounts Receivable, Analysis, Payroll, Enterprise Risk..., Sarbanes-Oxley Act, Accounting, Account Reconciliation
Education
Regis University 2013 — 2015
Master’s Degree, Accounting
Fort Lewis College 1993 — 1998
Bachelor of Arts Degree, Business Administration, Accounting (Minor)
Golden Senior High School 1989 — 1993
Marcum LLP January 1997 - Present
Arthur Andersen LLP September 2001 - January 2008
Skills
Tax planning for Family..., Tax planning for..., IRS Representation, CPA, Corporate Tax, IRS, Tax Preparation, Tax Research, Partnership Taxation, Tax, Tax Accounting, Tax Advisory, Income Tax, SEC filings, GAAP, Accounting, Due Diligence, Financial Reporting
Education
Tulane University - A.B. Freeman School of Business 1987 — 1991
BS, Accounting
Florida International University
Masters of Tax, Tax
BDO USA, LLP September 2015 - Present
Deloitte Services, LP October 2011 - July 2015
Make-A-Wish® Illinois 2012 - 2013
PAF Investments, LLC February 2010 - October 2011
Lexington Real Estate Investment Company, LLC April 2004 - December 2009
Main Street Crossing Development, LLC January 2007 - November 2009
Express Cartridge and Toner Services, LLC April 2004 - April 2006
Deloitte, LLP January 2004 - April 2006
Arthur Andersen, LLP August 1998 - January 2002
Lehman Brothers January 1991 - January 1996
Skills
Cash Flow, Private Equity, Due Diligence, Corporate Development, Mergers, Venture Capital, Valuation, Corporate Finance, Restructuring, Financial Structuring, Business Valuation, Acquisitions, Financial Modeling, Divestitures, M&A experience, Hockey, Equities, Start-ups, Financial Analysis, Mergers & Acquisitions, Asset Management, Structured Finance, Finance, Risk Management, Management, Acquisition Integration, Accounting, Strategy, Strategic Planning, Business Development, Loans, SEC filings, Capital Markets, Tax, Project Finance, Management Consulting, IPO, Executive Management, Investments, Business Strategy, Real Estate, Banking, Entrepreneurship, Investment Banking, Portfolio Management, Investor Relations, Funding, Negotiation, Corporate Governance, Financial Audits
Education
Northern Illinois University 2001 — 2003
Masters, Business Administration
Fairfield University 1981 — 1985
BA, Economics
Fenwick High School 1975 — 1981
HS
SPOKE Custom Products LLC October 2013 - Present
Delta Apparel January 2005 - May 2006
The Coca-Cola Company 2002 - 2004
The Coca-Cola Company 2000 - 2002
The Coca-Cola Company 1998 - 2000
The Coca-Cola Company 1995 - 1998
Arthur Andersen LLP 1992 - 1995
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Planning, People Management, Excel, SAP, Quickbooks, Payroll, Employee Benefits, NetSuite, Forecasting, Cash Flow Forecasting
Education
Florida State University - College of Business 1989 — 1992
BS, Accounting
Michigan State University 1987 — 1989
Terra Civil Engineering April 2015 - Present
JM Family Enterprises, Inc. February 2014 - Present
Terra Business Innovation Consulting (TerraBI) October 2013 - Present
Johnson & Johnson 2001 - June 2013
Johnson & Johnson MD&D 2001 - February 2010
Johnson & Johnson October 2001 - December 2004
Arthur Andersen LLP January 1990 - November 2000
Skills
IT Management, Cross-functional Team..., IT Business Strategy, IT Strategy, IT Operations, IT Solutions, Project Planning, Project Management, Program Management, Team-oriented, Team Leadership, Change Management, IT Consulting, Six Sigma, ITIL, Process Improvement, Business Intelligence, Strategy, Medical Devices, ERP, Leadership, Consulting, Management, CRM, Oracle CRM, Digital Marketing, Project Portfolio..., Business Process, Innovation Management, Building Business..., Workshop Facilitation, PMP
Education
Florida International University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
University of Miami January 2013 - Present
Grant Thornton LLP May 2002 - December 2012
Arthur Andersen LLP January 1998 - May 2002
Skills
Corporate Tax, International Tax, CPA, Tax Accounting, Tax, Tax Research, Income Tax, US GAAP, US Tax
Education
Florida International University - College of Business Administration 1992 — 1994
Bachelor's, Accounting
Kathe Barrington, CPA June 2004 - Present
BFBA April 2002 - August 2003
Arthur Andersen, LLP June 2000 - April 2002
Skills
Accounting, Construction, Auditing, GAAP Standards, Compilation Of..., Procedure Development, Training, Management, CPA, Corporate Tax, Budgets, Partnership Taxation, Software Implementation, Forecasting, Job Costing, Income Tax, Finance, Financial Statements, Tax Returns, Tax Research, Tax Accounting, Tax Preparation, Tax, QuickBooks, Internal Controls, US GAAP
Education
Santa Clara University - Leavey School of Business 1998 — 2000
Bachelor of Science, Finance
Foothill College 1996 — 1998
Associate of Arts, Business Administration and Psychology
HighGrove Partners, LLC January 2010 - Present
NRI Construction June 2008 - October 2009
Barin Communities, Inc. June 1999 - June 2008
Porter Keadle Moore, LLP September 1996 - June 1999
Arthur Andersen, LLP September 1995 - September 1996
Skills
Cash Management, Due Diligence, Budgets, GAAP, Financial Reporting, Accounting, Forecasting, Construction Management, Real Estate, Contract Negotiation, Construction, Mergers & Acquisitions, Negotiation, Financial Analysis, Tax, Valuation, General Ledger, Cost Accounting, Financial Modeling, Accounts Receivable, Accounts Payable, Cash Flow, Contract Management, CPA, Strategic Planning, Business Planning, Managerial Finance, Financial Accounting, Strategic Financial..., Corporate Finance, Variance Analysis, Revenue Recognition, Accruals
Education
The University of Georgia 1993 — 1995
Master of Accountancy, Taxation
Florida State University 1990 — 1993
B.S. Finance
Arthur Andersen LLP 1996 - 2001
KPMG US 1987 - 1995
Arthur Young 1979 - 1986
Skills
CPA, Accounting, Tax, Tax Preparation, Tax Research, QuickBooks, Income Tax, GAAP, Tax Returns
Education
Georgia State University 1983 — 1986
Master's Degree, Taxation
Florida State University 1975 — 1979
Bachelor of Science (B.S.), Accounting
Baptist Health South Florida located in Miami, Florida February 2012 - Present
Interval International May 2009 - 2012
Interval International 2007 - 2009
Arthur Andersen, LLP February 1989 - November 2002
Skills
Benefits Administration, HRIS, Employee Benefits, Onboarding, Deferred Compensation, FMLA, PeopleSoft, Employee Relations, Human Resources, Applicant Tracking..., ADP Payroll, New Hire Orientations, Employee Engagement, Succession Planning, Kronos, HR Policies, Performance Management, Talent Management, Talent Acquisition, Payroll, Labor Relations, Workforce Planning, Recruiting
Education
Florida International University
Miami Dade College
Citizens Property Insurance Corporation April 2015 - Present
A-lign CPAs October 2013 - April 2015
Stein Mart May 2011 - August 2012
CSX 2005 - 2011
SAS 70 Solutions 2004 - 2005
IndyMac Bancorp 2001 - 2002
Overture 2000 - 2001
Arthur Andersen LLP 1997 - 2000
Skills
Internal Controls, Financial Reporting, Internal Audit, Enterprise Risk..., SAS70, Accounting, Compliance, IT Audit, Corporate Governance, ERP, Team Leadership, US GAAP, Audit, Process Improvement, Risk Management, Business Process..., Auditing, Business Process, CPA, External Audit, Finance, Financial Analysis
Education
Florida State University - College of Business 1996 — 1997
Masters, Accounting and IT
Florida State University - College of Business 1994 — 1996
Bachelors, Accounting
One Call Care Management February 2014 - Present
Lender Processing Services, Inc. (NYSE:LPS) July 2008 - January 2014
Fidelity National Information Services (NYSE:FIS) March 2005 - July 2008
Fidelity National Financial (NYSE:FNF) August 2003 - March 2005
CEVA Logistics June 2002 - July 2003
Arthur Andersen, LLP August 1996 - June 2002
Skills
Tax, Tax Accounting, Income Tax, Tax Law, Corporate Tax, Internal Controls, Mergers & Acquisitions, US GAAP reporting, Risk Management, Tax Compliance, Tax Advisory, Escheatment, Sales Tax, Financial Reporting, Restructuring, Debt Restructuring, Cash Management, Statutory Accounting, State Tax, Spin-offs, Distressed M&A, Strategic Planning, Contract Management, FAS109, Foundations, Tax Credits, SEC filings, Title Insurance, Team Leadership, Tax Software, CPA, GAAP, US GAAP
Education
Florida State University - College of Business 1993 — 1996
BS, Accounting
Florida State University - College of Business 1993 — 1996
BS, Marketing
Honeywell Performance Materials and Technologies November 2013 - Present
Honeywell Performance Materials and Technologies July 2008 - November 2013
Young & Partners, LLC December 2004 - June 2008
Eureka Capital Markets, LLC 2002 - 2004
Arthur Andersen, LLP September 1998 - June 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
Marist College 1987 — 1991
Bachelor Science, Accounting
Economic Consulting Services, LLC December 2001 - Present
ACTIVATEcomix 2008 - Present
Burgess Group, LLC 2007 - 2007
DiamondCluster International 1999 - 2001
Arthur Andersen LLP June 1995 - August 1998
Skills
Financial Modeling, Financial Analysis, Data Analysis, Data Visualization, Economics, Visual Storytelling, Valuation, Market Analysis, Business Strategy, Business Valuation, Marketing Strategy, New Business Development, Analysis, Public Speaking, Market Research, Product Development, Strategy Development, Strategic Planning, Competitive Analysis, Transfer Pricing, Management Consulting, Strategy, Business Planning, Analytics
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Georgetown University 1991 — 1995
BSFS
Simon Property Group January 2012 - Present
Senses 2006 - Present
Simon Property Group September 2007 - January 2012
The Mills Corporation April 2004 - September 2007
Jones Lang LaSalle July 2003 - April 2004
Strategic Resource Engineeering August 2002 - January 2003
Arthur Andersen LLP April 2000 - May 2002
Skills
Asset Management, Entrepreneurial..., Strategic Planning, Strategic Thinking, New Business Development, Team Leadership, Organizational Change, Retail Industry, Sales Management, Leasing, Energy Management, Digital Marketing, Marketing Strategy, Social Marketing, Listener, Entrepreneurship, Change Management, Budgets, Management, Asset Managment, Leadership, Retail, Business Development, Contract Negotiation, Competitive Analysis, Marketing, Project Management, Real Estate, Advertising, Creative Direction
Education
Florida International University 1994 — 1998
Bachelor of Science, Industrial & Systems Engineering
George Mason University 2000 — 2000
Mini-MBA Certificate, Industrial Engineering
PwC July 2002 - Present
Arthur Andersen LLP September 1989 - July 2002
Education
Pace University - Lubin School of Business 1992 — 1996
Master's degree, Taxation
Fairfield University 1985 — 1989
Bachelor of Science (B.S.), Accounting
WEDGE Capital Management L.L.P April 2002 - Present
Arthur Andersen, LLP September 1999 - March 2002
Skills
Financial Risk, Chartered Financial..., Certified Public..., Series 65 License -...
Education
Flagler College 1995 — 1999
Bachelor of Arts Magna Cum Laude, Accounting, Business, Pre-Law
Camp Lurecrest Ministries, Inc. December 2011 - Present
Camp Lurecrest Ministries March 2007 - November 2011
Grant Thornton LLP January 2002 - February 2007
Arthur Andersen LLP August 1993 - March 1999
Education
Furman University 1989 — 1993
Bachelor of Arts, Accounting
Reformed Theological Seminary - Charlotte, NC 2000 — 2001
No Degree
John Concannon, CPA, LLC October 2012 - Present
The Mironov Group November 2007 - October 2012
Rothstein Kass August 2002 - October 2007
EisnerAmper LLP January 2000 - July 2002
Arthur Andersen LLP January 1996 - December 1999
Skills
Income Tax, Tax Preparation, Sales Tax, Partnership Taxation, Quickbooks, Tax Research, Estate Planning, Mergers, IRS, Consolidation, Corporate Tax, Real Estate, Tax Accounting, Trusts, Tax Returns, Tax, Tax Compliance, QuickBooks, Auditing, Mergers & Acquisitions, International Tax, S Corporations, High Net Worth..., SEC filings, GAAP, Sarbanes-Oxley Act, Tax Advisory, Financial Accounting, CPA, Forensic Accounting, Financial Reporting, Financial Statements, Internal Controls, Estate Tax Planning, Accounting, Financial Audits, Tax Law, US GAAP
Education
Fairleigh Dickinson University 2002 — 2006
Master of Science, Taxation
New Jersey City University 1979 — 1982
Bachelor of Science, Accounting
BBVA Compass August 2012 - Present
KPMG June 2002 - August 2012
Arthur Andersen LLP September 1999 - June 2002
Skills
SEC filings, US GAAP, CPA, Auditing, GAAP
Education
Furman University 1995 — 1999
Bachelor of Arts (BA), Accounting
HBO June 1997 - Present
Arthur Andersen LLP January 1995 - June 1997
Skills
Budgets, Entertainment, Television, Financial Reporting, Digital Media, Financial Analysis, Management, New Media, Strategic Partnerships, Forecasting, Account Management, Accounting, Sarbanes-Oxley Act, Leadership, Competitive Analysis, Marketing Strategy, Film, Marketing, Business Development, Strategic Planning
Education
Fordham Gabelli School of Business 2002 — 2005
St. Joseph's College 1992 — 1995
BS, Accounting
Commack High School
MORRISON, BROWN, ARGIZ & FARRA, LLC November 2002 - Present
ARTHUR ANDERSEN. LLP September 2000 - March 2002
Skills
Auditing, Investments, Internal Controls, Accounting, Finance, Financial Reporting, CPA, Tax, Banking, IFRS, Corporate Tax, GAAP, SEC filings, Forensic Accounting, Financial Accounting, QuickBooks, Tax Preparation, Partnership Taxation, SEC Filings
Education
Florida International University - College of Business Administration 1996 — 2000
Bachelor of Accounting, Accounting
Rackspace Hosting February 2012 - Present
US Dataworks Inc. November 2011 - Present
Goodstone Group LLC April 2011 - February 2012
Wynden Group LLC April 2008 - February 2012
Carriage Services September 2002 - April 2008
Arthur Andersen LLP 1997 - 2002
Arthur Andersen LLP 1987 - 1997
Skills
Mergers, Investor Relations, Corporate Governance, Restructuring, Change Management, Cash Management, Due Diligence, Leadership, IPO, Financial Reporting, Team Building, Leadership Development, Strategy, Turn Around Management, Banking, Board Relations, Growth Management, Finance, Coaching, Entrepreneurship, Mergers & Acquisitions, Management, Business Development, Acquisition Integration, Start-ups, Accounting, SEC filings, Risk Management, Auditing
Education
Georgetown University 2008 — 2009
Certification, Leadership Coaching
University of South Florida 1974 — 1975
BA, Accounting
Loyola University New Orleans 1971 — 1974
NA, Business
Andersen Tax LLC (formerly WTAS LLC) February 2006 - Present
Deloitte February 2002 - January 2006
Arthur Andersen LLP July 1994 - January 2002
Skills
Business Valuation, M&A Consulting, Financial Modeling, Intangible Assets, Distressed Assets, Real Estate, Mergers, Financial Reporting, Valuation, Strategic Planning, Due Diligence, Finance, Accounting, Management, Business Development, Financial Analysis, Mergers & Acquisitions, Restructuring, Auditing, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Tax Advisory, Tax, Private Equity, SEC filings, Corporate Finance, SEC Filings
Education
University of Florida - Warrington College of Business Administration 1992 — 1994
MBA, Finance
Florida International University - College of Business 1989 — 1992
BBA, Finance
Diageo September 2013 - Present
Spectrum Brands March 2011 - September 2013
American Express August 2010 - February 2011
American Express 2005 - 2009
American Express 2002 - 2005
American Express 2001 - 2002
Arthur Andersen LLP 2000 - 2001
Arthur Andersen LLP 1998 - 2000
Ralph Lauren Footwear 1997 - 1998
Accountants on Call 1996 - 1997
Skills
Internal Controls, US GAAP, AML, SEC filings, Auditing, Internal Audit, Sarbanes-Oxley Act, Latin America, SAP, Accounts Payable, Budgets, Accounts Receivable, Accounting, External Audit, Management, Sarbanes-Oxley, Financial Audits, Account Reconciliation, Finance, Business Process, Analysis, General Ledger, GAAP
Education
Fairleigh Dickinson University 1991 — 1998
Bachelors of Science, Masters of Science, Accounting and Taxation
Syfy Digital Senior Editor, Syfy DigitalNBCUniversal, Inc.March 2009 - Present
UGO Networks February 2008 - November 2008
UGO Networks March 2003 - February 2008
UGO Networks November 1999 - March 2003
The Adrenaline Vault May 1998 - November 1999
Arthur Andersen, LLP August 1997 - October 1999
Skills
Editorial, Dreamweaver, Content Strategy, Project Management, Digital Media, Editing, Copy Editing, Film, Video, New Media, Content Management, Marketing, HTML, Content Development, Interviews, XML, Social Media, Creative Direction, Advertising, Stage Combat, Web Content, Writing, Video Games, Television, Technology, Music, Guitarist
Education
Georgetown University 1993 — 1997
BSFS, Diplomacy & International Security
Deloitte Tax LLP 2002 - Present
Arthur Andersen LLP 1999 - 2002
Skills
Tax Research, Tax Accounting, International Tax, Financial Services, Corporate Tax, Tax, Mergers, Accounting, VAT, Tax Advisory, Transfer Pricing, Tax Law, Income Tax, FIN 48, CPA, Big 4, SEC filings, US GAAP, US Tax, Due Diligence, Financial Structuring, Restructuring, FAS109, Cross-border..., Indirect Taxation, Corporate Tax Planning, International Tax..., Financial Analysis, IRS, Consolidation, Partnership Taxation, Financial Reporting, GAAP, Tax Preparation, Tax Returns, M
Education
Florida International University 1999 — 2000
Master of Taxation, Taxation
Florida International University 1993 — 1998
Bachelor of Accounting, Accounting
Pace 1989 — 1993
Natural Life June 2013 - Present
The LBA Group June 2007 - June 2013
The LBA Group June 2007 - May 2013
The LBA Group May 2002 - June 2007
Arthur Andersen, LLP January 1997 - May 2002
Skills
ESOP, Auditing, GAAP, GAAS, Quality Assurance, Employee Benefit Plan..., Construction Accounting, Accounting, Big 4, Employee Benefits, SEC filings, Payroll, External Audit, CPA, Financial Accounting, Internal Controls, Financial Reporting, Tax Accounting
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase & Co. March 2015 - Present
Fannie Mae August 2014 - March 2015
Fannie Mae July 2013 - July 2014
Fannie Mae January 2012 - June 2013
Fannie Mae May 2010 - December 2011
Fannie Mae August 2008 - May 2010
CapitalSource May 2007 - July 2008
Deloitte May 2004 - April 2007
Deloitte May 2002 - May 2004
Arthur Andersen LLP September 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, Accounting, SEC filings, Finance, Auditing, Capital Markets, Risk Management, Financial Accounting, Forecasting, Consolidation, CPA, Financial Modeling, Financial Statements, US GAAP, Strategic Financial..., Internal Controls, Analysis, Corporate Finance, Enterprise Risk..., Financial Services, Valuation, Due Diligence, Strategic Planning, Business Strategy, Executive Management, Strategy, Portfolio Management, Budgets, Sarbanes-Oxley Act, Managerial Finance, Cross-functional Team..., Management, Leadership, Financial Risk, Financial Planning
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA), Business Administration - Accounting
The Coca-Cola Company September 1995 - Present
Arthur Andersen LLP September 1992 - September 1995
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Managerial Finance, Financial Accounting, Management, Consolidation, General Ledger, Forecasting, Financial Reporting, Internal Audit, US GAAP, Process Improvement, Cross-functional Team..., Variance Analysis, Financial Statements, Budgets, Sarbanes-Oxley, Accounting, Financial Analysis
Education
Florida State University - College of Business 1988 — 1992
BS, Accounting
University of Tampa 1992 — 1994
MBA, Masters
Ernst & Young November 2001 - Present
Untracht Early LLC July 2002 - November 2002
Arthur Andersen LLP September 2001 - March 2002
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Accounting
PwC February 2005 - Present
Deloitte & Touche LLP May 2002 - February 2005
Arthur Andersen LLP September 1999 - May 2002
Skills
Valuation, Financial Reporting, Business Valuation, Intellectual Property..., Financial Modeling, Due Diligence, Corporate Finance, IFRS, Financial Analysis, Mergers, SEC filings, Internal Controls, US GAAP, Financial Accounting, Accounting, Auditing, Tax, Purchase Price..., Private Equity, Mergers & Acquisitions
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Mathematics
Fordham University 1995 — 1999
Master of Business Administration (MBA), Finance
Reilly, Fisher & Solomon Senior AssociateArthur Andersen LLPSeptember 1996 - May 2002
Arthur Andersen LLP 1996 - 2002
Education
Florida State University - College of Business 1992 — 1996
BS, Accounting and Finance
American Chamber of Commerce in Algeria 2002 - 2004
Northrop Grumman Technical Services Corporation 2001 - 2004
Arthur Andersen, LLP 1999 - 2001
Skills
Accounting, Auditing, Assurance, Compliance, Office Management, Coordinating Events, Hosting Events, Banquets, Microsoft Excel, Microsoft Word, PowerPoint, Peachtree, QuickBooks, Customer Service, Merchandising, Inventory Management, Payroll, Intermediate French, Levantine Colloquial...
Education
University of Maryland University College 2003 — 2004
MA credits, International Management; Business Administration
George Mason University 1997 — 2000
Bachelor of Science, Accounting
Aon September 2014 - Present
ADP TotalSource April 2003 - June 2014
ADP TotalSource 2006 - 2009
Arthur Andersen LLP 1992 - 2002
Skills
Management, Leadership, Sales, CRM, Training, Strategy, Employee Benefits, Benefits Administration, Human Resources, Employee Relations, New Business Development, Process Improvement, Sales Management, ADP Payroll, Cold Calling, Operations Management, Employee Engagement, Talent Acquisition, Direct Sales, Relationship Management, HRIS, Performance Management, Budgets, Outsourcing, Onboarding, Payroll, Account Management, Financial Reporting, Finance, Public Relations, Salesforce.com, Call Centers, Personnel Management, Team Building, Business Process..., Business Planning, SaaS, Customer Service, Strategic Planning, Sales Operations, Business Process, Recruiting, BPO, Talent Management, Business Development, Customer Retention, Succession Planning, Insurance, Customer Satisfaction, PEO
Education
Florida International University 1992 — 1994
Masters, Accounting
University of Miami 1988 — 1992
BBA, Accounting
Citibank June 2011 - Present
Stein Mart February 2006 - June 2011
Stein Mart July 2000 - January 2006
Stein Mart July 1999 - June 2000
First Coast Energy January 1999 - July 1999
Arthur Andersen, LLP August 1997 - January 1999
Skills
Budgeting, Forecasting, Financial Analysis, Financial Reporting, Financial Statements, Income Statement, Retail, Inventory Management, Accounting, Process Improvement, Strategic Financial..., Asset Allocation, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, Essbase, TM1, Microsoft Excel, PowerPoint, AS400 system, Expense Budget..., Revenue Analysis, Auditing, Capital Budgeting, Variance Analysis, Budgets, Productivity, General Ledger, Finance, Strategy, Time Management, Payroll, Project Planning, Business Intelligence, Sales, Competitive Analysis, Management, Project Management, P&L, Analysis, Leadership, Financial Planning
Education
Florida State University 1996 — 1997
Masters, Accounting
Florida State University 1992 — 1996
Bachelors, Accounting
Florida Blue January 2014 - Present
Florida Blue December 2011 - January 2014
ProFormance Strategies, LLC October 2011 - December 2011
FPIC Insurance Group, Inc. June 2000 - October 2011
FPIC Insurance Group, Inc. 2005 - 2006
Employers Mutual, Inc. (EMI) 2002 - 2005
FPIC Insurance Group, Inc. 2000 - 2002
Prudential Financial 1996 - 2000
Arthur Andersen, LLP 1991 - 1996
Education
Florida State University 1992 — 1992
Bachelors, Finance (Cum Laude)
Florida State University 1987 — 1991
Bachelors, Accounting
Certified Public Accountant
Charleston High School
Maier Markey & Justic LLP November 1999 - Present
Mikimoto (America) October 1998 - October 1999
Arthur Andersen LLP 1996 - 1998
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Accounting
ProfitStars December 2012 - Present
Oracle June 2012 - January 2013
Oracle September 2011 - June 2012
Perimeter eSecurity October 2004 - September 2011
Guarded Networks, Inc. October 2000 - October 2004
Arthur Andersen, LLP December 1998 - October 2000
Skills
Business Development, SaaS, Enterprise Software, Cloud Computing, Outsourcing, Solution Selling, Strategic Partnerships, Business Planning, Leadership, Management, Negotiation, Start-ups, Strategy, Business Strategy, Banking
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Florida State University
BS, Accounting and Double Major in MIS
Ports America July 2011 - Present
PwC July 2004 - July 2011
InteractiveCorp July 2002 - July 2004
Arthur Andersen, LLP April 2000 - May 2002
Skills
CISA, Internal Audit, Financial Risk, Management Consulting, Management, IT Audit, Outsourcing Advisory
Education
George Mason University
BS, Accounting and Business/Management
Virginia Tech
Bachelor of Science (BS), Psychology
Jet Propulsion Laboratory October 2012 - Present
CACI International Inc April 2002 - October 2012
PwC December 2006 - July 2007
Arthur Andersen LLP December 2000 - April 2002
MAXIMUS March 1999 - December 2000
DynCorp International September 1998 - March 1999
Skills
Technical Writing, Proposal Writing, Technical Documentation, Technical Communication, Editing, Technical Editing, Copy Editing, Content Management, DoD, Proposal Leadership, Government Proposals, Business Development, Security Clearance, Training, Process Improvement, Process Management, Aerospace, Analysis, Government
Education
George Mason University 1994 — 1998
Bachelor of Arts (BA), English
George Washington University August 2013 - Present
Fairfax County Government January 2013 - August 2013
Fairfax County Government November 2011 - January 2013
Fairfax County Government March 2010 - November 2011
Fairfax County Government March 2007 - March 2010
Fairfax County Government June 2002 - March 2007
Arthur Andersen LLP September 2000 - June 2002
Skills
Process Improvement, Project Planning, Business Analysis, Analysis, Financial Reporting, Risk Management, Change Management, Business Process, Auditing, Team Building, Budgets, Project Management, Integration, Government, Policy, Management, Accounting, Public Sector Accounting, Public Sector Financial..., Public Sector, Board Relations, Board Governance, Advisory Boards, Grace Under Pressure, Time Management, Timely Decision Making, Strongly self-motivated, Goal-oriented..., Build Strong Teams, Public Administration, GASB, US GAAP reporting, Leadership Development, Program Management, SAP, Access, Managerial Finance, Local Government, Business Process..., Team Management
Education
George Mason University 2004 — 2006
Master of Public Administration
The University of South Dakota 1999 — 2000
Master of Professional Accountancy
The University of South Dakota 1995 — 2000
Bachelor of Science, Business Administration; Accounting
Lake Braddock Secondary School 1989 — 1995
Bayview Asset Management, LLC October 2012 - Present
Crowe Horwath LLP July 2011 - September 2012
BDO USA, LLP September 2006 - July 2011
The Siegfried Group October 2004 - September 2006
Royal Caribbean International June 2002 - October 2004
Arthur Andersen LLP January 1998 - June 2002
Skills
SEC Reporting, Financial Reporting, US GAAP, Internal Controls, Accounting, Auditing, GAAP, Sarbanes-Oxley Act, Financial Accounting, CPA, Financial Analysis, External Audit, Internal Audit, IFRS, Big 4, Financial Risk, Consolidation, Finance, Financial Audits, SEC filings
Education
Florida International University - College of Business Administration 1997 — 1999
Masters, Accounting
Florida International University - College of Business Administration 1993 — 1996
Bachelors, Accounting
KPMG 2002 - Present
Arthur Andersen LLP 1996 - 2002
Skills
Corporate Tax, Financial Reporting, Financial Analysis, Tax, CPA, Accounting, Tax Accounting, Tax Research, Auditing, Internal Controls, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Accounting, Management, SEC Filings, Due Diligence
Education
Florida State University - College of Business 1974 — 1976
BS, Accounting
Grant Thornton April 2007 - Present
Grant Thornton, LLP April 2005 - April 2007
KPMG, LLP February 2001 - April 2005
Arapahoe Community College June 2001 - December 2003
Arthur Andersen, LLP February 2001 - June 2002
PrinTelogy, Inc. December 1999 - November 2000
Vectra Bank Corporation purchased Centennial Savings Bank F.S.B September 1997 - December 1999
Centennial Savings Bank F.S.B January 1996 - September 1997
Skills
Software Documentation, Training, SharePoint, Employee Training, Training Delivery, Management, Technical Support, Business Process..., Microsoft Office, Customer Service, Customer Satisfaction, Change Management, Knowledge Management, Project Management, Training & Development, Learning Management, Staff Training, Organizational Learning, Developing Training..., Hands-on Training, Captivate, Technical Training, Budgets, Software Training, Training Skills, Access, Database Administration, Office 2010, Windows 7, Performance Improvement, Process Improvement, Information Technology, Networking
Education
Fort Lewis College 1991 — 1996
Bachelor of Arts, Business Administration/Marketing
Montezuma Cortez High School
High School Diploma
Truth In Government, Inc. 1989 - Present
United States House of Representatives January 1985 - January 1989
Arthur Andersen LLP 1962 - 1984
Education
Fordham University 1959 — 1962
Threshold Interactive 2011 - Present
Vestal International, Inc. October 2002 - July 2009
Vivendi Universal October 2000 - October 2002
Paramount Pictures January 1999 - October 2000
Arthur Andersen, LLP January 1997 - December 1998
Skills
Budgets, Social Media, Financial Analysis, Forecasting, Accounting, Social Media Marketing, Microsoft Excel, Microsoft Word, Strategic Planning, Digital Media, Finance, Sales, Start-ups
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science, Accounting
EY October 2009 - Present
Ernst & Young October 2006 - September 2009
Ernst & Young October 2003 - September 2006
Ernst & Young May 2002 - September 2003
Arthur Andersen LLP September 2001 - May 2002
Skills
Assurance, CPA, SOX 404, Financial Audits, 10Q, 10K, SEC filings, US GAAP, GAAP, Internal Controls
Education
Florida Atlantic University 2000 — 2001
Accounting
Sewanee-The University of the South 1996 — 2000
BA, Ecocnomics
ChartWorks May 2012 - Present
SAIC 1997 - May 2012
Nowack Associates 1996 - 1997
Arthur Andersen LLP 1994 - 1996
Skills
DoD, Requirements Analysis, RFP, Consulting, Information Graphics, Proposal Support, Graphic Design, Proposal Writing, Strategy, Graphics, Defense, Leadership, Integration, Program Management, SharePoint, PMP, Government, Federal Government, Government Contracting, Project Management
Education
Savannah College of Art and Design 2003 — 2004
Computer Animation/Programming
George Mason University 2001 — 2002
BA, Fine Arts
Hampshire College 1987 — 2000
Ernst & Young October 2011 - Present
Cushman & Wakefield March 2010 - September 2011
Ernst & Young September 2008 - April 2010
Ernst & Young July 2005 - September 2008
KPMG June 2002 - June 2005
Arthur Andersen LLP July 2000 - May 2002
KPMG Peat Marwick September 1998 - June 2000
Skills
International Tax, Tax Accounting, Income Tax, Tax Returns, FIN 48, Internal Controls, IFRS, Tax Research, SEC filings, SOX 404, US GAAP, Big 4, Financial Statements, Financial Statement..., OneSource, APB 23, ASC 740, Deferred Tax..., Interim Reporting, Internal Control..., Private Equity
Education
Fordham University School of Law 1995 — 1998
Juris Doctor (J.D.), Law, 3.04
Touro College 1991 — 1995
Bachelor's Degree, Accounting, 3.90
A-lign October 2009 - Present
Florida Institute of CPAs (FICPA) July 2012 - June 2013
SAS 70 Solutions May 2002 - July 2009
Arthur Andersen LLP December 1997 - May 2002
Andersen 1997 - 2002
Skills
SSAE 16, Business Process..., SOC 1, SAS70, Internal Audit, Risk Management, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., IT Audit, CISA, Internal Controls, Accounting, CPA, Sarbanes-Oxley, HIPAA, Governance, Financial Risk, Risk Assessment, Financial Accounting, Corporate Governance, Information Security..., PCI DSS, Business Process..., Financial Analysis, Forensic Accounting, ISO 27001, Finance, Process Improvement, Due Diligence, COBIT, Assurance, US GAAP, Information Technology
Education
Florida State University 1993 — 1997
Masters, Accountancy
Countryside High School
McGladrey May 2014 - Present
Oil States International April 2013 - May 2014
United States Army Reserve January 2011 - December 2013
Transcation Advisory Services and Accounting Consulting November 2002 - September 2013
UBS Warburg LLC February 2002 - November 2002
Arthur Andersen LLP January 2000 - February 2002
Skills
Transaction Advisory..., Energy Services, Due Diligence, Mergers & Acquisitions, Finance, Accounting, Private Equity, Cash Flow Forecasting, Management
Education
Fairfield University 1995 — 1999
BS, Accounting and Finance
Alvarez and Marsal Taxand LLC July 2005 - February 2015
Deloitte Tax LLP May 2002 - July 2005
Arthur Andersen LLP January 2002 - May 2002
Skills
Tax, Tax Research, Due Diligence, Corporate Tax, CPA, State Tax, US Tax, Income Tax, Process Improvement, Accounting, Restructuring, Tax Advisory, Strategy
Education
Florida International University 2000 — 2001
MST, Taxation
University of Miami - School of Business 1996 — 2000
BBA, Accounting
Hialeah High
PwC November 2011 - January 2014
PwC June 2002 - October 2007
Arthur Andersen LLP 2000 - 2002
Hoffmann-La Roche 1996 - 2000
Hoffmann-La Roche 1989 - 1996
Skills
Procedure Creation, Technical Documentation, Website Administration, System Deployment, Training, Lotus Notes, SharePoint, Webmaster Services, Editing, Team Building, Human Resources, Business Analysis, Technical Support, Software Documentation, Copy Editing, Management Consulting, Process Improvement, Active Directory, Visio, Business Process Mapping, Dreamweaver, Troubleshooting, SQL, Software Project..., RoboHelp, Strategy, Windows Server, Windows 7, Hardware, Business Process..., Management, Business Process
Education
Fairleigh Dickinson University
Associate in Arts
Yorktowne Business Institute
Word Processing Specialist Certification
Brightstar January 2013 - Present
Ryder System, Inc. July 1988 - November 2012
Arthur Andersen LLP February 1984 - June 1988
Skills
Corporate Tax, Provision, OneSource, Oracle SQL developer, Microsoft SQL, Access, Microsoft Excel, Microsoft Certified..., Hyperion and SAP, VB.NET
Education
University of Miami
Information Systems & Technology Professional Certificate Program
Florida International University
Computer Science
University of Havana
Bachelor in Accounting
CFO Alliance, Inc. 2013 - Present
Executive Partner Solutions 2004 - 2014
Espiritu Santo Catholic Church August 2006 - August 2013
PepsiCo 1991 - 2004
Arthur Andersen LLP 1987 - 1991
Skills
Financial Reporting, Accounting, Auditing, Finance, Forecasting, Sarbanes-Oxley Act, Financial Accounting, QuickBooks, US GAAP, Financial Analysis, Customer Service, Payroll, Bookkeeping, Financial Statements, CPA, Budgeting, Budget Forecasts, Financial Forecasting, Financial Consulting, Finance Management, Financial Planning, General Ledger, Internal Controls, Reporting, Strategic Planning, Relationship Management, Relationship Building, Client Relations, Small Business, Small Business..., Global Finance, SMB, CFOs, Part-Time CFO Services, Microsoft Office, Microsoft Excel, Microsoft Publisher
Education
Florida State University 1983 — 1987
Bachelor of Science (BS), Accounting, Graduated Cum Laude
Fusion Family Wealth LLC November 2013 - Present
The Blau Radler Group at UBS Financial Services, Inc May 2008 - November 2013
Morgan Stanley Smith Barney April 2000 - May 2008
Sanford C. Bernstein May 1996 - April 2000
Arthur Andersen LLP May 1992 - April 1996
Skills
Series 7, Securities, Wealth Management, Investments, Strategic Financial..., Alternative Investments, Estate Planning, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Private Equity, Equities, Financial Analysis, Hedge Funds, Tax, Trusts, Financial Advisory, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Science - Taxation & MBA - Accounting, Taxation & Accounting
State University of New York College at Buffalo 1985 — 1989
BS, Finance
Novant Health May 2013 - Present
Global Compliance Services, Inc. (a NAVEX Global company) August 2012 - November 2012
Global Compliance Services, Inc July 2006 - July 2012
Liberty Home Lending, Inc March 2005 - December 2005
Trammell Crow Residential July 2003 - February 2005
Deloitte & Touche, LLP July 2002 - July 2003
Arthur Andersen, LLP September 1999 - June 2002
Skills
Financial Reporting, Mergers, Forecasting, Budgeting, Consolidation, Analysis, Budgets, Business Planning, Cash Management, Due Diligence, Cross-functional Team..., Finance, Financial Analysis, Financial Statements, Fixed Assets, General Ledger, Internal Controls, Managerial Finance, Management, Financial Accounting, Mergers & Acquisitions, Process Improvement, US GAAP, Variance Analysis, CPA
Education
Florida Atlantic University
B.B.A., Finance
Florida Atlantic University
B.B.A., Accounting
University of Southwestern Louisiana
B.S., Business Administration
Blackman Plumbing Supply Co., Inc. December 2014 - Present
Coral Graphics April 2012 - December 2014
Robert Half Management Resources June 2011 - March 2012
Half Hollow Hills West and William Floyd May 2009 - June 2011
WebMD Health February 2004 - April 2009
OM Technology July 2001 - February 2004
Arthur Andersen LLP October 1997 - July 2001
Skills
Accounting, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Auditing, Forecasting, Internal Controls, Sarbanes-Oxley Act, Budgets, SEC filings, Financial Accounting, Managerial Finance, Financial Modeling, US GAAP, Finance, Analysis, Cash Flow, Cost Accounting, GAAP, SEC Filings, Internal Audit, Variance Analysis, General Ledger
Education
Fairfield University 1993 — 1997
BS, Accounting
Hofstra University 2009 — 2010
Masters, Business Education
Trisha T Bonilla CPA February 2014 - Present
Charity Dynamics March 2009 - February 2014
FPL January 2008 - September 2009
FPL July 1998 - January 2008
Ivax Pharmaceuticals September 1996 - August 1998
Arthur Andersen LLP September 1994 - August 1996
Skills
Accounting, Sarbanes-Oxley Act, Budgets, Financial Reporting, Internal Controls, SEC filings, Mergers & Acquisitions, Process Improvement, Auditing, Forecasting, Financial Accounting, Tax
Education
Florida International University 1994 — 1996
MST, Taxation
Georgetown University 1990 — 1994
BSBA, Accounting
B/E Aerospace March 2010 - Present
Lennar 2006 - 2010
Rehabilitation of South Florida 2004 - 2006
AutoNation 2000 - 2004
Arthur Andersen, LLP 1998 - 2000
Education
Florida International University - College of Business 1990 — 1998
Bachelor of Accounting, Accounting
Minisink Valley CSD October 2012 - Present
MVCSD October 2011 - October 2012
KONICA MINOLTA PHOTO IMAGING U.S.A., INC March 2003 - January 2006
KONICA MINOLTA PHOTO IMAGING U.S.A., INC February 2001 - March 2003
ARTHUR ANDERSEN, LLP April 2000 - February 2001
SEIKO CORPORATION OF AMERICA October 1997 - April 2000
TOSHIBA AMERICA CONSUMER PRODUCTS, INC July 1995 - October 1997
MELDISCO A DIVISION OF MELVILLE, CORP June 1987 - July 1995
Skills
Tax Returns, Sales Tax, Journal Entries, Account Reconciliation, Fundraising, Sales & Use Tax
Education
Fairleigh Dickinson University
Master's degree, Taxation
Nyack College
Bachelor of Science (BS), Orangizational Managment
Orange County Community College 1984 — 1986
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Scott - Riddle Consulting PLLC January 2004 - Present
Philhours, Rich & Fletcher July 1997 - December 2003
Arthur Andersen LLP September 1995 - July 1997
Skills
Banking, Consulting, Certified Internal..., Regulatory Compliance, Internal Audit, Risk Assessment, Financial Institutions, Risk, Internal Controls, Risk Management, Commercial Banking, Loans, Credit Risk, Credit Analysis, Strategic Planning, Due Diligence, Retail Banking, Credit, Loan Review, BSA, Interest Rate Risk..., IT, Resolution Assistance..., Mergers & Acquisitions, Finance, Auditing, Financial Risk
Education
Freed-Hardeman University 1991 — 1995
BBA, Accouting
JCS 1987 — 1991
Madison Square Garden June 2010 - Present
Protiviti September 2003 - June 2010
ECI Conference Call Services May 2002 - September 2003
Arthur Andersen July 1998 - May 2002
Arthur Andersen LLP July 1995 - July 1998
Skills
Internal Audit, Compliance, SOX, Audit, Management Consulting, Internal Controls, Accounting, Business Process..., Governance, Certified Public..., Project Management..., Sarbanes-Oxley Act, Auditing, GAAP, Business Process, Sarbanes-Oxley, Strategy, Enterprise Risk..., Finance, Risk Management, Financial Audits, Project Management, Financial Risk, Financial Reporting, Budgets, SEC filings, Corporate Governance, COSO, Process Improvement, Risk Assessment
Education
Fordham University 1993 — 1995
BS, Public Accounting
Artis Senior Living April 2014 - Present
True Link Financial March 2014 - Present
Elderlife Financial Services January 2000 - October 2012
Independent Research on the fields of Aging and Financial Services for Aging Consumers September 1998 - December 1999
Arthur Andersen LLP August 1997 - August 1998
Skills
Start-ups, Team Building, Healthcare, Strategic Planning, Executive Management, Elder Care, Retirement Homes, Loans, Seniors, Entrepreneurship, Medicare, Leadership, Medicaid, Public Speaking, Nonprofits, Retail Banking, Consumer Lending, Wealth Management..., Real Estate, Due Diligence, Long-term Care, Home Care, Healthcare Management, Mergers & Acquisitions, Marketing Strategy, Managed Care, Small Business, Financial Services, Community Outreach, Program Management, Healthcare Industry, Analysis, Finance, Venture Capital, Healthcare Consulting, New Business Development, Mortgage Lending, Retirement, Banking, Turn Around Management, Financial Structuring, Budgets, Acquisitions, Private Equity, Corporate Development, Investments, Real Estate Economics, Compassion, Credit, Business Development
Education
University of Virginia 1996 — 1997
Master of Science in Accounting, McIntire School of Commerce, (Areas of focus included Accounting, Taxation, and Finance).
George Mason University 1991 — 1996
B.S., Accounting
Conning May 2015 - Present
PricewaterhouseCoopers 2002 - 2014
Arthur Andersen LLP November 1991 - April 2002
Skills
Management Consulting, Insurance, Business Process..., Business Analysis, Knowledge Management, Risk Management, Leadership, Program Management, Change Management, Process Improvement, Financial Analysis, Strategy, Analysis, Strategic Planning, Management, Project Management, Corporate Communications
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Government
Nimble Holdings January 2015 - Present
Passport Capital September 2012 - Present
TriplePoint Capital April 2007 - February 2012
Crossover Venture Partners September 2004 - November 2006
RBC Capital Markets June 2001 - May 2004
Citigroup/Salomon Smith Barney May 2000 - August 2000
Arthur Andersen LLP September 1995 - July 1999
Skills
Venture Capital, Private Equity, Equity Research, Due Diligence, Financial Analysis, Corporate Finance, Financial Modeling, Financial Accounting, Financial Reporting, Corporate Development, Mergers, Acquisition Analysis, Entrepreneurship, Mergers & Acquisitions, Business Valuation, Equities, Investments, Valuation, Ninja Skills, Internal Controls
Education
University of California, Berkeley - Walter A. Haas School of Business
M.B.A.
Florida Agricultural and Mechanical University
B.S.
BDO Consulting May 2010 - September 2012
Smart Connections, Inc February 2010 - July 2010
Deloitte Financial Advisory Services LLP 2006 - 2009
American Institute of Certified Public Accountants (“AICPA”) 2004 - 2006
Arthur Andersen LLP 1996 - 2001
Skills
Corporate Finance, Financial Reporting, Project Management, Business Valuation, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Mergers, Investment Banking, Fair Value, Bloomberg, Derivatives, Intangible Assets, Mergers & Acquisitions, IFRS
Education
New York University 2002 — 2003
Financial Analysis and Project Management - 1 year Program
Florida International University 1993 — 1995
Bachelor of Arts, Economics
Colegio Los Campitos 1980 — 1989
High School/Secondary Diplomas and Certificates
Wells Fargo May 2005 - Present
Bank of America January 2004 - May 2005
Bank of America August 2002 - December 2003
consulting e2e, inc June 2000 - August 2002
Arthur Andersen LLP March 1997 - May 2000
Arthur Andersen LLP May 1992 - March 1997
PwC 1988 - 1992
Skills
Business Development, Knowledge Management, Management, IT Project & Program..., Program Management, E-commerce, Leadership, Training, Strategic Planning, Information Technology, Project Budgeting,..., Information Security &..., Business Analysis, Vendor Management, Business Process..., Project Management, Software Selection, Process Improvement, Application Development..., Testing (Functional,..., Software Selection &..., Training Development &..., Marketing &..., IT Strategy, Information Security, Gamification, Agile Methodologies, Balanced Scorecard, Metrics
Education
Florida International University 1988 — 1992
Bachelor of Business Administration, Management Information Systems
Allegiance Advisory Group (AAG) January 2015 - Present
Federal Housing Finance Agency (FHFA) 2012 - 2014
Infinitive 2011 - 2012
Fannie Mae 2009 - 2011
Protiviti 2007 - 2009
Sunera LLC/KPMG LLP 2004 - 2007
FINRA 2003 - 2004
Arthur Andersen LLP 2001 - 2003
Skills
Enterprise Risk..., Operational Risk..., SOX, Business Advisory, IT Audit, Compliance Management, ERP, Risk, CISA, Internal Audit, Operational Risk, Certified Fraud Examiner, PeopleSoft, Governance, Risk and..., Financial Risk, Sarbanes-Oxley Act, Management Consulting, Risk Assessment, Fraud, Internal Controls, Risk Management, Business Process, Consulting, Financial Analysis, External Audit, Financial Reporting, Information Security, Governance, Auditing, SAS70, Leadership, Process Improvement, Information Technology, Security, Banking, Management, Project Management, Sarbanes-Oxley, COSO, SOX 404, Business Process..., Corporate Governance, Business Continuity, COBIT, Information Security..., IT Risk Management, Basel II, Financial Services, Managerial Finance, PCI DSS
Education
Florida State University
B.S., Information Studies
MiCore Solutions February 2010 - Present
Daston Corporation October 2008 - February 2010
Envision EMI February 2003 - October 2008
System Automation May 2002 - January 2003
Digital Paper January 2000 - May 2002
Arthur Andersen LLP January 1998 - January 2000
Cerner Corporation June 1995 - December 1997
Skills
Cloud Computing, Product Management, Direct Sales, Enterprise Software, Process Engineering, SaaS, Strategic Partnerships, Product Marketing, Product Strategy, Project Management, Integration, Enterprise Architecture, Business Development, Business Intelligence, Market Research, Strategy, Management, Databases, E-commerce, Program Management, Business Alliances, Leadership, CRM, Professional Services, Process Improvement, Business Analysis, Vendor Management, Account Management, SDLC, SharePoint, Strategic Planning, Solution Selling, Data Center, Partner Management, IT Strategy, Salesforce.com, Security, Business Process..., Competitive Analysis, Business Strategy, Information Technology, Management Consulting, Consulting, Sales, Mobile Devices, Analytics, ERP, Pre-sales
Education
George Mason University 1991 — 1995
Bachelor of Arts, International Studies
George Mason University 1991 — 1995
Bachelor of Arts, Government and Politics
Deloitte & Touche LLP August 2001 - Present
Arthur Andersen LLP January 2000 - August 2001
Skills
IT Audit, Sarbanes-Oxley, PeopleSoft, Government Contracting, Auditing, Risk Assessment, Sarbanes-Oxley Act, Internal Audit, Information Technology, Internal Controls, Information Security, Risk Management, Enterprise Risk..., Business Process..., Management Consulting, SDLC, Business Process, Governance, IT Management, Consulting
Education
Florida State University 1995 — 1999
B.S., Information Studies
Miami Palmetto Senior High 1992 — 1995
High Diploma
Geller & Company July 2014 - Present
Ernst & Young January 2012 - June 2014
WTAS / HSBC November 2006 - January 2012
DFAS March 2005 - November 2006
Morgan Stanley November 2002 - November 2006
Arthur Andersen LLP January 2000 - November 2002
Education
Fordham University 1993 — 1997
KPMG US October 2013 - Present
KPMG March 2008 - October 2013
Universal Orlando March 2007 - March 2008
PricewaterhouseCoopers June 2002 - March 2007
Arthur Andersen LLP 2000 - 2002
Education
University of Florida - Warrington College of Business Administration 1997 — 2000
Masters of Accounting, Tax
Florida State University 1994 — 1996
N/A, Biology
Brown-Forman April 2014 - Present
Dean Foods 2009 - 2014
The Charlotte Observer 2003 - 2009
Sylvan Learning 2001 - 2003
Spherion 1999 - 2000
Arthur Andersen LLP 1993 - 1999
Skills
Finance, Financial Reporting, Auditing, Sarbanes-Oxley Act, Forecasting, Corporate Finance, Hyperion Enterprise, Accounting, Financial Analysis, Variance Analysis, Managerial Finance, Internal Controls, Process Improvement, GAAP, Budgets, Financial Forecasting, Management, US GAAP
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelor of Science (B.S.), Accounting
YIP Associates August 2008 - Present
YIP LEVI February 2011 - April 2013
Daylight Forensic & Advisory LLC December 2006 - August 2008
Grant Thornton May 2002 - November 2006
Arthur Andersen LLP 1994 - 2002
Skills
Forensic Accounting, Financial Analysis, Accounting, Auditing, Internal Audit
Education
Florida International University - College of Business
KIMBERLY-CLARK CORPORATION March 2009 - Present
PricewaterhouseCoopers LLP November 2005 - February 2009
PricewaterhouseCoopers LLP July 2004 - October 2005
EQUIFAX INC February 2004 - June 2004
Nova Information Systems September 2003 - February 2004
DELOITTE & TOUCHE, LLP September 2002 - September 2003
ARTHUR ANDERSEN LLP October 2000 - May 2002
Arhur Andersen LLP December 1996 - October 2000
Skills
Financial Statements, Internal Controls, Financial Accounting, Due Diligence, Valuation, Financial Audits, Financial Modeling, Corporate Finance, Tax, Process Improvement, CPA, Strategic Planning, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, US GAAP, Training, Accounting, Business Planning, SAP, Financial Analysis, Internal Audit, General Ledger, Analysis, Microsoft Excel, IFRS, Finance, External Audit, Business Strategy, Forecasting, GAAP, Budgets
Education
Florida Atlantic University 2008 — 2010
Masters of Accounting, Forensic Accounting
CERTIFIED PUBLIC ACCOUNTANT
INTER AMERICAN UNIVERSITY 1992 — 1995
BBA, Accounting
Concentric Energy Advisors 2006 - Present
FTI Consulting (Lexecon) 2002 - 2006
Arthur Andersen LLP 2000 - 2002
Navigant Consulting 1996 - 2000
TotalFinaElf 1990 - 1996
Arthur D. Little, Inc. 1989 - 1990
DRI/McGraw-Hill 1984 - 1989
Massachusetts Energy Facilities Siting Council 1982 - 1984
Maine Office of Energy Resources 1981 - 1982
Skills
Energy Policy, Due Diligence, Divestitures, Energy, Financial Modeling, Renewable Energy, Natural Gas, Corporate Finance, Valuation, Business Strategy, Electricity Markets
Education
University of New Hampshire
M.S., Resource Economics
Georgetown University
B.S., Business Administration and Economics
Violin Memory December 2011 - Present
Kilopass Technology December 2010 - December 2011
Ikanos Communications September 2006 - July 2010
EMC Corporation October 2003 - September 2006
Legato Systems November 2000 - October 2003
PricewaterhouseCoopers July 1998 - April 2000
C-Cube Microsystems April 1995 - July 1998
Arthur Andersen LLP September 1991 - April 1995
Education
Georgetown University 1987 — 1991
BSBA, Accounting
Ernst & Young LLP May 2002 - Present
Arthur Andersen LLP September 1996 - May 2002
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, CPA, Accounting, External Audit, Big 4, IFRS, Financial Accounting, Assurance, Due Diligence
Education
Fairfield University 1992 — 1996
Monsignor Farrell 1988 — 1992
Storyworks OnDemand 2014 - Present
Bloom Health 2013 - 2014
Blue Cross and Blue Shield of Minnesota 2011 - 2013
UnitedHealth Group - Ingenix Consulting 2009 - 2011
UnitedHealth Group - Ingenix 2008 - 2009
UnitedHealth Group - Ingenix 2003 - 2008
Stonehill Group, LLP 2001 - 2003
Arthur Andersen LLP 1996 - 2001
Education
Franklin & Marshall College 1992 — 1996
BA, Business Administration, Accounting, Finance, Economics
The Blake School 1984 — 1992
High School
Thompson Greenspon November 2014 - Present
Helen Madorma Photography April 1999 - Present
DuvallWheeler LLP February 2012 - November 2014
Chase and Associates CPAs, PC September 2009 - February 2012
Helen G. Madorma, CPA May 1995 - September 2009
Arthur Andersen LLP 1993 - 1995
Mid-Atlantic Cars, Inc. May 1990 - December 1993
Skills
Tax Preparation, S Corporations, Bookkeeping, Financial Statements, IRS, Cash Management, Auditing, Journal Entries, Corporate Tax, Income Tax, Tax Returns, Financial Accounting, QuickBooks, Financial Reporting, Forensic Accounting, Accruals, Small Business, Cash Flow, Spreadsheets, Tax Research, Fixed Assets, Sales Tax, Partnership Taxation, Accountants, Budgets, Payroll Taxes, Bank Reconciliation, Tax, Accounting, Year-end Close, Depreciation, Balance, Business Advisory, Estate Tax Planning, GAAP, MYOB, General Ledger, Strategic Financial..., Preparation, Tax Advisory, Tax Accounting, VAT, Year End Accounts, Trusts
Education
George Mason University 1989 — 1993
Bachelor of Science, Accounting
Ernst & Young May 2009 - Present
Ernst & Young July 2007 - Present
Ernst & Young October 2006 - July 2007
Ernst & Young May 2002 - October 2006
Arthur Andersen LLP September 1997 - May 2002
Ernst & Young February 1995 - September 1997
David Lerner Associates, inc. August 1995 - February 1996
Prudential Securities December 1994 - August 1995
Education
Fairleigh Dickinson University 1989 — 1996
NYC Department of Education August 2014 - Present
NYC Department of Education July 2013 - Present
NYC Department of Education March 2011 - Present
Denver Public Schools December 2008 - March 2011
The Sports Authority August 2007 - November 2008
International Securities Exchange 2003 - 2007
Avon October 2001 - February 2003
L'Oreal July 2000 - October 2001
Arthur Andersen, LLP September 1997 - April 2000
Skills
Process Improvement, Program Management, Business Intelligence, Leadership, Change Management, PMO, Business Analysis, SDLC, Vendor Management, PMP, Business Process..., Project Management, Management Consulting, Integration, Project Portfolio...
Education
Fordham Gabelli School of Business 2001 — 2006
University of Maryland - Robert H. Smith School of Business 1993 — 1997
BS+, Accounting
Pikesville High School 1989 — 1993
Lung Biotechnology, Inc. April 2012 - Present
Merck & Co., Inc (formerly Schering-Plough) May 2001 - May 2012
Thompson, Cobb, Bazilio & Associates, PC April 2000 - May 2002
Arthur Andersen, LLP February 1998 - April 2000
Sallie Mae March 1993 - February 1998
Skills
Leadership, Pharmaceutical Sales, Management, Cardiology, Sales Effectiveness, Sales, Strategy, Cross-functional Team..., Pharmaceutical Industry, Managed Care, Pulmonology, Hospital Sales, Allergy, Rheumatology, Asthma, Biotechnology, Business Process
Education
Georgetown University
Project Adventure, Inc. March 2009 - Present
Hospice of the North Shore 2006 - 2007
McDermott Will & Emery LLP November 2002 - January 2006
Arthur Andersen LLP November 2001 - July 2002
Arthur Andersen LLP February 2001 - November 2001
V.I. Technologies 2000 - 2001
Pembrook Pines Media Group (WVIN/WABH Radio) March 1998 - October 2000
Education
Keuka College 1995 — 1997
B.S., Marketing & Management
Genesee Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Fashion Buying & Merchandising
Barclays Investment Bank September 2013 - Present
Federal Reserve Board November 2011 - September 2013
Ernst & Young June 2002 - November 2011
Arthur Andersen LLP 1999 - 2002
Cedar Fair Entertainment Company May 1998 - September 1998
Xode 1991 - 1997
Skills
External Audit, Fixed Income, Enterprise Risk..., Corporate Finance, Risk Management
Education
University of Scranton 1995 — 1999
Bachelor's degree, Accounting
Fordham University
Steiner Management Services July 1997 - Present
Steiner Leisure Limited 1997 - Present
IVAX July 1996 - July 1997
Arthur Andersen LLP September 1994 - July 1996
Arthur Andersen LLP September 1992 - August 1994
Skills
Accounting, Financial Analysis, Consolidation, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, Analysis, Customer Service, Budgets, Finance, CPA, SEC filings, Mergers & Acquisitions, Journal Entries, GAAP
Education
Florida International University - College of Business 1992 — 1992
Masters, Taxation
Florida International University - College of Business 1986 — 1992
Bachelor, Accounting
Kepos Capital LP May 2010 - Present
Satellite Asset Management May 2004 - May 2010
Morgan Stanley March 1996 - May 2004
Arthur Andersen LLP September 1993 - March 1996
Skills
Hedge Funds, Alternative Investments, Equities, Derivatives, Fixed Income, Bloomberg, Securities, Investments, Valuation, Trading, Prime Brokerage, Series 7, Options, Financial Services, Portfolio Management, Asset Management, Due Diligence, Finance, FX Options, Fund Accounting, Equity Derivatives, Swaps, Private Equity
Education
Fordham University 1989 — 1993
Bachelor of Science, Accounting
Santander Private Banking 2000 - Present
Banco Santander July 1991 - Present
Banco Santander International July 1991 - Present
Banco Santarder 1991 - Present
Arthur Andersen LLP January 1982 - 1987
Education
Florida International University - College of Business 1977 — 1982
Lyxor Asset Management September 2009 - Present
Societe Generale Asset Management, Inc. February 2006 - September 2009
Kensico Capital Management February 2002 - December 2005
Morgan Stanley November 2000 - February 2002
Arthur Andersen LLP January 1997 - November 2000
Skills
Operational Due..., Prime Brokerage, Financial Services, Investment Management, Financial Markets, Auditing, Compliance, Financial Regulation, Tax, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Fund Of Funds
Education
Fordham University 1994 — 1998
BS, Public Accounting, Legal & Ethical Studies
Bishop Kearney High School 1990 — 1994
Avnet July 2014 - Present
Avnet, Inc. April 2010 - Present
Arizona Women's Education & Employment (AWEE) 2013 - 2015
DPWN April 2004 - April 2010
DHL April 2004 - April 2010
DP DHL April 2004 - April 2010
Western International University April 2002 - January 2010
Technology Consulting March 2003 - April 2004
Arthur Andersen LLP August 1995 - November 2002
Skills
Leadership, PMO, Project Management, IT Service Management, Data Center, E-commerce, Professional Services, Account Management, Change Management, Team Leadership, Cross-functional Team..., Program Management, Strategy, IT Management, IT Strategy, Outsourcing, Process Improvement, Project Portfolio..., Vendor Management, SDLC, Business Analysis, Integration, PMP, Business Intelligence, Management, Staff Development, Business Process..., Supply Chain, Supply Chain Management, Enterprise Architecture, Logistics Management
Education
Thunderbird School of Global Management 1992 — 1993
Master of International Management, International Management
Fairleigh Dickinson University 1986 — 1991
BS, Business Management
Crosslin & Associates, P.C. August 1991 - Present
Arthur Andersen, LLP September 1985 - June 1991
Education
Indiana University Bloomington 1971 — 1973
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown College 1965 — 1969
BS, magna cum laude, Bus. Admin and Accounting
Coach September 2003 - Present
Arthur Andersen LLP 2000 - 2002
Skills
Retail, Forecasting, Trend Analysis, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Cross-functional Team...
Education
Fordham University 1996 — 2000
B.S. in Accounting, Accounting
UBS Global Asset Management June 2010 - Present
Hartford Life April 2003 - June 2010
ESPN 1999 - 2003
Arthur Andersen LLP October 1995 - June 1999
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Strategic Financial..., Forecasting, Auditing, Asset Managment, GAAP, Corporate Finance, Process Improvement, Business Analysis, Finance, US GAAP
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Accounting
University of Connecticut
MBA
Pfizer Consumer Healthcare September 2013 - Present
Pfizer April 2005 - August 2013
Interpublic Group October 2001 - March 2005
Arthur Andersen, LLP December 1997 - September 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Financial Reporting, Sarbanes-Oxley, Internal Audit, External Audit, GAAP, Consolidation, Financial Audits, Accounting, US GAAP, Forecasting, Finance, Management
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance and Accounting
Saint Peter's University 1995 — 1997
BS, Accounting
SYNNEX September 2014 - Present
Tax Technologies, Inc. December 2004 - September 2014
Vertex Inc. May 2002 - December 2004
Arthur Andersen, LLP November 1997 - May 2002
Charlotte County Public Schools April 1993 - November 1997
Skills
Vendor Management, T-SQL, Microsoft SQL Server, Software Development, Data Center, C#, Network Administration, Security, .NET, Windows Server, Security Audits, Server Administration, Networking, ITIL, Disaster Recovery, Integration, Enterprise Software, Servers, Information Technology, Process Improvement, Cloud Computing, Virtualization
Education
Florida State University 1988 — 1992
Bachelor of Science (BS)
Deloitte May 2002 - Present
Arthur Andersen LLP 1999 - 2002
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, Tax Research, CPA, Big 4
Education
Florida State University 1994 — 1999
Masters of Accounting, Accounting
Passport Health Communications, a part of Experian September 2013 - Present
Clarcor Inc. November 2008 - September 2013
Logan's Roadhouse June 2007 - October 2008
McKean, Paul, Chrycy, Fletcher & co. September 1995 - June 2007
Arthur Andersen LLP January 1992 - September 1995
Skills
Financial Reporting, Accounting, Auditing, Account Reconciliation, SEC filings, US GAAP, GAAP, Internal Controls, Cash Flow, Big 4, WebFilings, XBRL, Fraud Investigations, 10Q, Technical Accounting, SEC reporting, FASB, External Audit, Consolidation, Special Projects, Monthly Close, Variance Analysis, General Ledger, Financial Data, Journal Entries, Reconciliations, Revenue Recognition, Variances, Fixed Assets, Financial Accounting, SOX, Public Companies, Audit, Financial Analysis, Financials, Multinational, Reconciliation, Accounting Policy, Purchase Accounting, 10K, Financial Control, Accruals, Accounting Research, Internal Audit, Financial Modeling, Statutory Reporting, SEC compliance, IPO, Compliance, SEC Reporting 10K
Education
Florida Atlantic University 1987 — 1991
BS, Accounting
Carmel High School 1985 — 1987
High school diploma
Yu & Fleischer LLC 2008 - Present
Grant Thornton LLP 1999 - 2005
Arthur Andersen LLP 1997 - 1999
Skills
Tax, Tax Research, CPA, Corporate Tax, Tax Accounting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, Financial Reporting, Income Tax
Education
Florida Atlantic University 1995 — 1997
Graduate Accounting & Tax
Florida State University - College of Business 1991 — 1995
Bachelor's degree, Accounting
Morrison Brown Argiz & Farra, LLP 2004 - Present
Rachlin Cohen & Holtz 2002 - 2004
Arthur Andersen LLP 1989 - 1992
PricewaterhouseCoopers 1987 - 1989
Skills
Forensic Accounting, Litigation Support, Strategic Financial..., Accounting, Auditing, Business Valuation, Civil Litigation, Corporate Tax, Family Law, Finance, Financial Analysis, High Net Worth..., Income Tax, Management Consulting, Tax, Tax Preparation, Mentoring, Team Leadership, Financial Reporting, Courts, Financial Planning
Education
Florida International University 1991 — 1992
Graduate Degree, Masters in Science of Taxation
University of Miami - School of Business 1986 — 1990
BBA, Accounting
WellCare February 2009 - Present
Dycom Industries February 2008 - November 2008
Liberty Medical Supply January 2006 - February 2008
Walt Disney World June 2004 - January 2006
University of Maryland Medical System May 2002 - May 2004
Arthur Andersen LLP January 2001 - May 2002
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley, Internal Audit, Financial Analysis, General Ledger, GAAP, Accounts Payable, Accounts Receivable, Variance Analysis, Consolidation, US GAAP
Education
Florida State University 1999 — 2000
MAcc, Audit
Florida State University 1997 — 1999
BS, Accounting
NorthStar Realty Finance Corp. October 2004 - Present
NorthStar Capital Investment Corp. July 1999 - Present
NorthStar NM LLC November 2007 - Present
Arthur Andersen LLP January 1996 - June 1999
Price Waterhouse LLP January 1994 - January 1996
Skills
Due Diligence, Tax, Mergers & Acquisitions, Joint Ventures, Asset Management, Financial Analysis, Private Equity, Management, Financial Reporting, Real Estate Economics, Real Estate Development, Real Estate Financing, Real Estate, Investments, Real Estate Transactions
Education
Fordham University School of Law
JD, Law
Temple University - Fox School of Business and Management 1985 — 1987
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
Consulting April 2012 - Present
Managed Health Care Associates, Inc. November 2008 - April 2012
PSEG Global 2003 - 2007
Pfizer, Inc. 2000 - 2002
Star Media Network 2000 - 2001
Arthur Andersen LLP 1996 - 2001
MTA Bridges and Tunnels 1995 - 1996
US Navy 1989 - 1993
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Modeling, US GAAP, Auditing, Accounting, Budgets, Finance, Process Improvement, Analysis, Account Reconciliation, Financial Accounting, Cost Accounting, Managerial Finance, Variance Analysis, Accounts Payable, Access, General Ledger, Business Planning, Business Process...
Education
Fordham University 1992 — 1996
BS, Accounting & Information Science
Fordham University
Judith Leiber Couture Ltd 2013 - Present
Schottenstein Luxury Group 2007 - Present
Group 3 Design Co 2001 - 2006
Manhattan College 1991 - 1992
Merrill Lynch & Co 1985 - 1990
Arthur Andersen LLP 1982 - 1985
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance - International Business
Fairfield University
BS, Accounting
GCM Grosvenor January 2014 - Present
Credit Suisse August 2005 - December 2013
KPMG Audit May 2002 - July 2005
Arthur Andersen LLP June 1998 - March 2002
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
University of Delaware 1996 — 2000
BS, Accounting
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Majored in Accounting w/ Minor in International Business
Bridgewater-Raritan High School 1992 — 1996
JM Family Enterprises, Inc. January 2005 - April 2009
JM Family Enterprises, Inc. January 2002 - December 2004
JM Family Enterprises, Inc. July 2000 - December 2002
Arthur Andersen LLP December 1997 - June 2000
WR Grace August 1996 - November 1997
Education
Florida Atlantic University
Master of Taxation, Taxation
University of Florida 1987 — 1992
Bachelor of Science in Finance, Finance & Accounting
Finance and Accounting July 2014 - Present
Davis & Hosfield Consulting LLC June 2003 - June 2014
KPMG 2002 - 2003
Arthur Andersen LLP 1993 - 2002
Skills
Business Valuation, Cost Benefit, Forensic Accounting, Accounting, Financial Analysis, CPA, Litigation Consulting, Expert Witness, US GAAP, Financial Accounting, Business Advisory, Commercial Litigation, Valuation, Litigation, Financial Audits, Litigation Support, Corporate Finance, Certified Fraud Examiner, Finance, Fraud, Financial Modeling
Education
Florida Agricultural and Mechanical University 1989 — 1993
Bachelors, Accounting
US Bank May 2005 - Present
Ernst & Young August 2003 - April 2005
Chilton & Medley May 2002 - August 2003
Arthur Andersen LLP 2000 - 2003
Skills
Financial Analysis, Accounting, Management, Auditing, Commercial Lending, Credit, Financial Reporting, Internal Controls, Loans, Small Business Lending
Education
Georgetown College 1997 — 2000
BS, Accounting
Corporate Resolutions, Inc. 2001 - Present
Arthur Andersen LLP 1998 - 2001
Corporate Security Solutions 1994 - 1998
Bank Of New England 1989 - 1994
Skills
Background Checks, Due Diligence, Litigation Support, Private Investigations, Certified Fraud Examiner, Risk Assessment, Forensic Accounting, Investigation, Internal Investigations, Corporate Security, Forensic Analysis, Fraud, Computer Forensics, Expert Witness, Executive Protection, Surveillance, Management
Education
Fordham University 1972 — 1975
BS, Accounting
Commerzbank AG January 2005 - December 2011
JPMorgan Chase October 2002 - January 2005
WestLB November 1999 - June 2002
Arthur Andersen LLP May 1997 - November 1999
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Accounting and Finance, Business
KB Home May 2002 - January 2006
Arthur Andersen, LLP January 1998 - April 2002
Education
Florida State University - College of Business 1994 — 1997
BS, Accounting
Legacy Education Alliance, Inc. April 2015 - June 2015
BlueLine Rental 2014 - 2014
Kraton Polymers 2008 - 2014
Spectra Energy 2003 - 2008
Tenet Healthcare Corp. 2000 - 2003
Baxter International Inc. 1998 - 2000
Arthur Andersen LLP 1995 - 1998
Skills
SEC Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Mergers & Acquisitions, External Audit, Hyperion Enterprise, SAP, Consolidation, Internal Audit, Financial Analysis, IFRS, Cost Accounting, Financial Modeling, Auditing, Due Diligence, Process Improvement, Budgets, Corporate Finance, General Ledger, Financial Planning, Account Reconciliation, Tax, Forecasting, Cash Flow, Strategic Planning, Financial Reporting, Management, Accounting, Financial Accounting, GAAP, Variance Analysis, SEC Filings, Finance, Managerial Finance
Education
Florida International University - College of Business
Bachelor’s Degree, Accounting and Finance
Nova Southeastern University
Master of Business Administration (MBA), Accounting and Finance, 3.92 GPA
Department of Treasury 2005 - Present
General Dynamics 2004 - 2005
GA State University 2002 - 2004
Arthur Andersen, LLP 2000 - 2002
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MTx, Taxation
Florida Agricultural and Mechanical University 1993 — 1998
BS, Accounting
Clifford Associates Inc. March 2015 - Present
Parks and Recreation 2011 - Present
AstraZeneca January 2010 - January 2013
AstraZeneca January 2007 - December 2009
AstraZeneca May 2005 - December 2006
AstraZeneca September 2001 - May 2005
CheckFree Investment Services 2001 - 2001
Derivion Corporation 2000 - 2001
Arthur Andersen LLP 1999 - 2000
Skills
Pharmaceutical Sales, Gastroenterology
Education
Florida State University 1996 — 1999
B.S., Public Relations & Minor in Psychology
University of Kentucky 1995 — 1996
Biology
Steelcase February 2004 - October 2009
Arthur Andersen, LLP September 2001 - April 2002
Education
Ferris State University 1999 — 2001
Bachelors of Science, Accountancy
Child First, Inc February 2015 - Present
American Academy of Dramatic Arts Inc. February 2011 - November 2014
Council on Accreditation July 2004 - January 2010
Lighthouse International August 2002 - April 2004
Arthur Andersen LLP January 2000 - May 2002
Avnet 1987 - 1994
Skills
Financial Planning, Financial Modeling, Costing, Budgeting, Tax, Budgets, Strategic Financial..., Target Costing, Accounting, Analysis, Internal Controls, Finance, Process Improvement, Microsoft Excel, Financial Statements, Contract Negotiation, Strategic Planning, Leadership, Management
Education
Fairleigh Dickinson University
B.S., Accounting
University of Michigan
BS, Accounting
21st Century Oncology July 2015 - Present
21st Century Oncology July 2013 - June 2015
21st Century Oncology February 2006 - June 2013
Vornado Realty Trust 1999 - 2002
Arthur Andersen LLP September 1996 - August 1999
Skills
Financial Reporting, GAAP, SEC filings, Accounting, General Ledger, Sarbanes-Oxley Act, Internal Controls, Auditing, Cost Accounting, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Modeling, Sales Tax, Cash Flow, Mergers & Acquisitions, Access, Financial Accounting, Tax Preparation, Corporate Tax, Budgets, Forecasting, Accruals, Managerial Finance, PeopleSoft, Strategic Financial..., Due Diligence, Internal Audit, Payroll, CPA, Treasury Management, Tax Accounting, Cash Management, Income Tax, Fixed Assets, Tax, Financial Statements, Capital Budgeting, US GAAP, Revenue Recognition, Process Improvement, Finance, Revenue Cycle, Sarbanes-Oxley, Financial Forecasting, Year-end Close, Account Reconciliation, Consolidated Financial..., Great Plains Software, Tax Returns
Education
Fairleigh Dickinson University
Bachelor of Science, Accounting
AllianceBernstein July 2010 - Present
Coltabaco,an affiliate of Philip Morris International September 2008 - March 2010
PMI Global Services Inc July 2004 - August 2008
Kraft Foods Inc. December 2002 - June 2004
Clark/Bardes Consulting May 2002 - December 2002
Arthur Andersen LLP September 1999 - May 2002
Skills
Global Mobility, Spanish, Policy Analysis, Expatriate Management, Expatriate Tax, U.S. Immigration, international..., Relocation, Immigration Law, Benchmarking, Compensation, Corporate Relocation, Employee Relations, Deferred Compensation, Human Resources, Interviews, Leadership, Management, Performance Management, Policy, Personnel Management, Strategy, Recruiting, Tax, Talent Management, Training
Education
Fairfield University 1995 — 1999
BA, International Studies
McGladrey February 2004 - Present
Jefferson Wells 2002 - 2004
Arthur Andersen LLP 2001 - 2002
GE Spacenet Inc / Spacenet Inc 1998 - 2001
MCI 1996 - 1998
Skills
International Tax, Corporate Tax, Income Tax, FAS 5, Tax Accounting, FAS109, CPA, Tax, FIN 48, Assurance, Financial Accounting, Tax Advisory, Tax Research, Auditing, IFRS, Mergers & Acquisitions, Corporate Governance, Transfer Pricing, GAAP, Due Diligence, International Tax..., External Audit, SEC filings, S Corporations, Corporate Finance, Tax Law, Tax Preparation, VAT, Accountants, Financial Planners, Financial Analysis, Sarbanes-Oxley Act, US Tax, Expatriate Tax, Internal Controls, Tax Returns, Restructuring, US GAAP, Trusts, Partnership Taxation, Big 4, Accounting, Private Equity, Strategic Financial..., Sales Tax, Cross-border..., Finance, Financial Reporting, Internal Audit, Financial Statements
Education
George Mason University 1997 — 2001
Juris Doctor
Indiana University of Pennsylvania 1993 — 1995
BS
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
West Virginia University School of Nursing January 2008 - Present
Troika Entertainment, LLC December 2002 - September 2007
Arthur Andersen LLP July 1997 - July 2000
Skills
Financial & strategic..., Financial Reporting &..., Project Management, Business Process..., Business Policy...
Education
Frostburg State University
MBA
Mount Saint Mary's College 1993 — 1997
BS, Accounting
Ernst & Young May 2002 - Present
Arthur Andersen LLP 1990 - 2002
Skills
International Tax, Corporate Tax, Tax Advisory, Transfer Pricing, Tax, Tax Research, Tax Law, Tax Accounting, Income Tax
Education
Fordham Gabelli School of Business 1988 — 1990
MBA/MS, Accounting (MBA) and Tax (MS)
Lafayette College 1984 — 1988
B.A., Economics/Accounting
The Lobree Corporation July 2010 - Present
The Lobree Corporation 2010 - Present
ArdenX LLC 2010 - June 2014
Auxis, Inc. 1997 - 2010
Cap Gemini 1995 - 1997
Andersen Consulting 1993 - 1995
Arthur Andersen LLP 1987 - 1995
Skills
Executive Management, Management Consulting, Corporate Development, Data Scientist, Cyber-security, Environmental Monitoring, Security, Physical Security, Start-ups, Mergers & Acquisitions, Business Strategy, Due Diligence, Acquisition Integration, Strategic Consulting, Strategy, Strategic Planning, IT Strategy, Business Transformation, Enterprise Software, Business Process..., Venture Capital, Turn Around Management, Restructuring, Change Management, Internal Controls, Strategic Partnerships, Business Analysis, Enterprise Risk..., Professional Services, Expert Witness, Shared Services, Financial Modeling, Divestitures, Capital Raising, Business Development, Project Management, Business Intelligence, IT Management, Sailing, Tactician
Education
Florida State University - College of Business 1983 — 1986
Bachelor of Science in Accounting, Accounting, Management Information systems
Tulane University - A.B. Freeman School of Business
Ransom-Everglades School
US Securities and Exchange Commission, Division of Trading and Markets December 2011 - Present
Federal Trade Commission January 2007 - December 2011
LeBoeuf, Lamb, Greene & MacRae LLP September 2004 - December 2006
Arthur Andersen LLP July 1999 - September 2000
Education
Georgetown University Law Center 2001 — 2004
Juris Doctor
Florida State University 1995 — 1999
BA, Finance, International Business
Klig & Associates PLLC September 2010 - Present
Deloitte Tax LLP 1998 - 2010
Shearman & Sterling LLP 1996 - 1998
Cadwalader, Wickersham & Taft LLP 1994 - 1996
Andrews Kurth LLP 1992 - 1994
Arthur Andersen LLP 1991 - 1992
Arthur Andersen LLP 1986 - 1988
Skills
Mergers, Tax Law, Mergers & Acquisitions, Tax
Education
New York University School of Law 1992 — 1994
Master of Laws (LLM), Taxation
Fordham University School of Law 1988 — 1991
Juris Doctor (J.D.), Law
Queens College 1982 — 1986
Bachelor's Degree, Accounting
John Bowne 1978 — 1982
High School
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2003 - Present
Arthur Andersen, LLP 1999 - 2003
Skills
Tax, Tax Law, International Tax, Accounting, Partnership Taxation, Tax Accounting, Tax Advisory, Due Diligence, Finance, Corporate Tax, Internal Controls, Federal Tax
Education
Fordham University
Accounting
Psychiatric Solutions, Inc. July 2003 - May 2011
Arthur Andersen LLP October 1997 - October 2002
Education
Florida State University - College of Business
BS Business, Accounting and Finance
East Jefferson General Hospital July 2012 - Present
OCONEE MEDICAL CENTER April 2012 - June 2012
University of Pittsburgh Medical Center June 2008 - July 2011
Sharp HealthCare September 2007 - April 2008
UCSF Medical Center October 2006 - September 2007
Duke University Health System August 2004 - January 2006
Duke University Health System September 2001 - August 2004
ARTHUR ANDERSEN, LLP October 2000 - September 2001
Deloitte November 1999 - September 2000
BDO SEIDMAN, LLP January 1998 - November 1999
Skills
SAP, PeopleSoft, IDX, Meditech, Siemens Medical System, Eclypsis/TSI, DSS Systems (Novius..., Kaufman Hall-Enuff..., MS Office Suite, Cognos, Decision Support, Repository, Strata Jazz, Financial Analysis, Microsoft Office, Analysis, Strategic Financial..., Accounting
Education
Florida Atlantic University 1985 — 1989
B.B.A, Finance
Toyota 2014 - Present
Toyota 2012 - 2014
Aramark Uniform Services 2007 - 2012
Aramark Uniform Services 2005 - 2007
Various 2003 - 2005
La Brea Bakery 2002 - 2003
Nestle USA 1998 - 2002
Nestle USA 1996 - 1998
Arthur Andersen LLP 1993 - 1996
Skills
Finance, General Ledger, Sarbanes-Oxley Act, Tax, Auditing, Forecasting, Financial Reporting, Accounting, Internal Controls, Process Improvement, Financial Planning, Financial Analysis, SAP, Budgets, Financial Accounting, Management
Education
George Mason University
Bachelor's of Science, Accounting
Cardinal Innovations Healthcare Solutions October 2013 - Present
HFMA North Carolina Chapter 2014 - 2014
HFMA North Carolina Chapter 2014 - 2014
The Charlotte Observer 1998 - October 2013
Knight Ridder 1996 - 2006
The Miami Herald Media Company 1996 - 1998
Arthur Andersen LLP 1985 - 1996
Skills
Financial Analysis, Forecasting, Strategic Planning, Digital Media, Budgets, Leadership, Online Advertising, Advertising, Financial Reporting, Process Improvement, Marketing, Business Development, Strategy, Non-profits, Newspapers, Change Management, Accounting, Project Management, Valuation, Auditing, Account Management, Payroll, Strategic Financial..., Competitive Analysis, Team Building, Credit, Cross-functional Team..., Business Analysis, Analysis, Financial Modeling, Mergers & Acquisitions, Team Leadership, Microsoft Office, Credit Analysis, Contract Negotiation, Microsoft Excel, Finance, Business Strategy, Business Planning, Negotiation, Leadership Development
Education
Florida Agricultural and Mechanical University
BS, Accounting
Anderson Mori September 2007 - September 2011
Anderson Mori and Tomotsune 2008 - 2011
The Siena Group LLC July 2002 - December 2007
The Siena Group LLC July 2002 - August 2007
Arthur Andersen LLP January 2001 - March 2002
Arthur Andersen LLP January 2001 - March 2002
Education
Temple University - James E. Beasley School of Law 2007 — 2007
LL.M., Transnational Law
George Mason University School of Law 1997 — 2000
JD, Corporate and International Business
Charles University School of Law
International Negotiations
Trinity College School of Law
EU Law
Tulane University 1993 — 1997
BSM, Accounting
Tulane University, Freeman School of Business
Bachelor, Science and Management; Accounting
George Mason School of Law
Juris Doctor, International Business Law and Corporate Law
Temple University Beasley School of Law
Transnational Master of Laws (T.LL.M
Tourmalet Advisors, LP October 2009 - Present
Pequot Capital Management May 2004 - December 2009
SoundView Technology Group January 2003 - May 2004
Deloitte & Touche, LLP May 2002 - December 2002
Arthur Andersen, LLP September 1998 - April 2002
Skills
CPA, Notary Public
Education
Franklin Pierce College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Eastman Chemical Company April 2015 - Present
Eastman Chemical Company March 2014 - April 2015
Eastman Chemical Company March 2008 - March 2014
Medicine Shoppe International March 2005 - March 2008
Arthur Andersen, LLP August 1999 - May 2002
Litton PRC October 1993 - August 1999
Skills
Budget Process, Financial Modeling, Financial Forecasting, Business Valuation, Variance Analysis, Return on Investment, MS Excel Pivot Tables, Forecasting, Analysis, Budgets, Financial Reporting, Accounting, Pricing, Mergers & Acquisitions, Cross-functional Team...
Education
George Mason University 1994 — 1998
Bachelor of Science (BS), Finance, General
City of Berkeley September 2005 - Present
Bristol Group Inc. May 2000 - December 2003
Arthur Andersen LLP July 1997 - April 2000
Education
City College of San Francisco 2001 — 2007
Associate of Science (A.S.), Fire Science/Fire-fighting
George Mason University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
College of San Mateo
Fire Science/Fire-fighting
KBR, Inc. January 2005 - Present
Continental Airlines March 2002 - January 2005
Arthur Andersen, LLP December 1996 - February 2002
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Essbase, CPA, Internal Controls, Accounting, GAAP, Account Reconciliation, Forecasting, Auditing, Finance, Financial Reporting, SEC filings, Sarbanes-Oxley, Accounts Payable, Management
Education
Florida A&M University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Freddie Mac June 2006 - Present
E*TRADE Financial December 2000 - June 2006
Arthur Andersen LLP September 1998 - December 2000
Skills
Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Credit, Financial Risk, Banking
Education
James Madison University 1995 — 1998
BBA, Accounting and Information Systems
George Mason University 1993 — 1995
Accounting
Deutsche Bank February 2005 - Present
Deutsche Bank August 2000 - February 2005
CIBC August 1997 - May 2000
Arthur Andersen LLP July 1994 - July 1997
Skills
Srategic Planning, Business Relationship..., Business Process..., Business Process..., Business Process..., Business Development, Business Intelligence, Human Resources, Labor Relations, Legal, Contract Negotiation, Contract Management, Vendor Management, Vendor Contracts, Vendor Management Skills, Finance, Financial Reporting, Financial Analysis, Accounting, Marketing Communications, Corporate Social..., Corporate Social Media, Public Affairs, Art, Chief of Staff
Education
Fordham University 2001 — 2005
Master of Business Administration (MBA), Finance
Pace University 1990 — 1994
Bachelor's degree, Public Accounting