Berkeley Research Group LLC
Industry: Consulting firm
DescriptionBerkeley Research Group, LLC is a global consulting firm that helps organizations with assistance in disputes and investigations, corporate finance, and strategy and operations. Headquarters: Emeryville, California, United States Number of employees: 1,200 (2018) Founder: David Teece Founded: 2010, Emeryville, California, United States Subsidiary: Capstone Advisory Group, LLC Type of business: Company
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Berkeley Research Group LLC Employees
Berkeley Research Group LLC December 2014 - Present
RGZ Solutions LLC January 2004 - December 2014
Dun and Bradstreet May 2013 - June 2014
Educational Testing Service (ETS) June 2010 - July 2012
UHY Advisors November 2008 - March 2010
Furmanite October 2007 - September 2008
AIG 2006 - 2007
ETS February 2004 - November 2005
Time Inc November 2001 - November 2003
Deloitte 1999 - 2001
Skills
Software Project..., Enterprise Solutions, Change Management, PeopleSoft, Microsoft Dynamics, Communications Strategy, Board, Process Development, Strategy Development, New Business Development, Proposal Writing, Report Writing, Resume Writing, Publishing, Educational Technology, Technology Planning, Technology..., Technology Transfer, Publishing Systems, SAP, Strategic Planning, IT Strategy, Business Strategy, Process Improvement, Strategy, Project Management, Enterprise Software, ERP, Business Process..., Management, Consulting, SDLC, Program Management, Strategic Communications, Business Process, Vendor Management, Integration, IT Management, Governance, E-commerce, Leadership, Cross-functional Team..., Project Portfolio..., PMO, CRM, Management Consulting, ITIL, Outsourcing, Business Intelligence, Software Development
Education
New York University, Stern School of Business 1981 — 1983
MBA, Accounting, Cum Laude
Jackson Memorial High School
Jackson Memorial High School
Jackson Memorial High School
New York University
MBA, Computer Science, Magna Cum Laude
New York University
BS, Quantitative Analysis and Management
Ocean County College
AA, Computer Science, Cum Laude
South River High School
Spotswood NJ
Spotswood NJ
Berkeley Research Group LLC 2014 - Present
FTI Consulting March 2011 - May 2014
The Secura Group March 2006 - March 2011
Federal Reserve Bank of Atlanta 1988 - 2006
Skills
Risk Management, Banking, Credit, Compliance, Financial Modeling, Due Diligence, Fraud, Fraud Investigations, Management Consulting, Capital Markets, SOX, AML, Financial Reporting, Internal Audit, Cash Flow, Basel II, Valuation, Credit Risk, Loans, Internal Controls, Finance, Enterprise Risk..., Commercial Banking, Sarbanes-Oxley Act, Financial Analysis, Auditing, Interest Rate Risk...
Education
Louisiana Tech University 1980 — 1984
Bachelor's degree, Accounting
London Business School 2002 — 2002
Executive Development Programme, Innovation and Transformation
Berkeley Research Group LLC May 2015 - Present
EconNet August 2013 - May 2015
Charles River Associates March 2012 - June 2013
Cornerstone Research February 2010 - February 2012
Cornerstone Research July 2007 - January 2010
Cornerstone Research June 2004 - June 2007
Harvard University January 2002 - May 2004
Tel Aviv University September 1997 - May 1999
Skills
Econometrics, Corporate Finance, Economics, Statistics, Financial Modeling, Financial Analysis, Business Valuation, Asset Pricing, Statistical Modeling, Time Series Analysis, Stata, SAS, C++, TSP, Macro TSP, EViews, Matlab, Gauss, CRSP, Compustat, I/B/E/S, Turbo Pascal
Education
Harvard University
Ph.D., Economics and Finance
Tel Aviv University
M.A., Economics, Magna Cum Laude
Tel Aviv University
B.A., Economics
Capital One July 2014 - Present
Nielsen Marketing Analytics June 2013 - November 2013
Berkeley Research Group LLC June 2012 - August 2012
Lake Bluff Park District June 2011 - September 2011
Skills
Photoshop, C++, Microsoft Office, MATLAB, InDesign, AutoCAD, Data Analytics, Statistics, Relational Databases, SQL, AMPL, SAS, Stata, Microsoft Word, Matlab, Microsoft Excel
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering and Management Sciences, Economics
Berkeley Research Group LLC 2009 - Present
Anzode Inc. 2013 - Present
World Mentor 2008 - 2009
Bombardier 2007 - 2008
LECG 2004 - 2007
Agropur 2000 - 2001
IPEX Inc 1996 - 2000
Skills
Business Transformation, Strategic Consulting, Performance Improvement, Mergers, Business Strategy, Mergers & Acquisitions, Business Analysis, Management Consulting, Strategic Planning, Strategy, Business Process..., Due Diligence, Financial Modeling, Corporate Finance, Executive Management, Competitive Analysis, Business Development, Start-up, Finance, Management, Start-ups
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Strategy and M&A
McGill University 1992 — 1996
B.Eng., Mechanical Engineering - Design
GRG Economics April 2012 - Present
Berkeley Research Group LLC March 2011 - March 2012
LECG June 1999 - February 2011
UWO, NYU, Queen's University & Northwestern University July 1992 - June 1999
Skills
Economics, Valuation, Econometrics, Mergers & Acquisitions, Securities, Competition Law, Fraudulent Transfer, Intellectual Property..., Common Sense, Development of Theories..., Report Development and..., Compelling Graphical..., Litigation Support, Strategy, Financial Analysis, Data Analysis, Management, Research, Statistics, Business Strategy
Education
Northwestern University 1985 — 1992
PhD, Economics
The University of Western Ontario 1979 — 1984
B.A. - Certificate of Honours, Economics
Berkeley Research Group LLC July 2014 - Present
NYU The Plague May 2011 - June 2014
Courant Institute of Mathematical Sciences May 2013 - December 2013
Shaffali International, Inc. September 2012 - December 2012
Skills
Microsoft Office, Photoshop, Python, Matlab, SQL, Microsoft Excel
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, 3.885
Berkeley Research Group LLC June 2012 - Present
Premier Business Bank April 2012 - May 2012
RAS Consulting January 2011 - March 2012
Professional Business Bank (Now Bank of Manhattan) June 2010 - January 2011
IMPAC October 2006 - June 2010
City National Bank March 2003 - October 2006
RAS Consulting January 2002 - March 2003
Fidelity Federal Bank (Now U.S. Bank) June 1998 - December 2001
Sanwa Bank California (acquired by Bank of the West) June 1993 - June 1998
The Secura Group June 1990 - June 1993
Skills
Credit, Loans, Credit Risk, Credit Analysis, Banking, Portfolio Management, Risk Management, Finance, Due Diligence, Mergers & Acquisitions, Financial Services, Strategy, Management, Trade Finance, Process Improvement, Small Business Lending, Underwriting, Mortgage Lending, Auditing, Expert Witness, Litigation Support, Mortgage Re-underwriting, Allowance for Loan and..., Stress Testing, Commercial Real Estate, Credit Policy, Loan Servicing, Workout, Securitization, Consumer Lending, Commercial Lending, Credit Risk Management, Executive Management, AML, Financial Analysis, Financial Modeling, Capital Markets, Financial Risk, Investments, Corporate Finance, Valuation, Corporate Governance, Asset Management, Financial Structuring, Restructuring, Structured Finance, Private Equity, Commercial Mortgages, Operational Risk, Enterprise Risk...
Education
Masters - California State University, Los Angeles 1987 — 1990
MBA, Business Administration
Loyola Marymount University 1980 — 1984
BBA, Business Administration
Berkeley Research Group LLC August 2011 - Present
Huron Consulting Group December 2006 - August 2011
Price Waterhouse Coopers July 2004 - November 2006
McKesson Medication Management January 2003 - June 2004
Charleston Area Medical Center June 1988 - December 2002
Skills
Performance Improvement, Healthcare, Process Improvement, Strategy, Healthcare Consulting, Business Process..., Consulting, Hospitals, Mergers, Management Consulting, Management, Business Transformation, Healthcare Information..., Leadership, Business Strategy, HIPAA, Informatics, EHR, Revenue Cycle, Change Management, Healthcare Industry, Executive Management, Analytics, Practice Management
Education
Marshall University 1994 — 1998
Master of Science, Information Systems
West Virginia University Institute of Technology 1988 — 1993
Bachelor of Science, Electrical Engineering
EY September 2014 - Present
Deloitte July 2012 - August 2014
Acumen, LLC May 2012 - July 2012
Georgetown University April 2011 - July 2012
U.S. Department of Commerce, Census Bureau September 2011 - May 2012
Berkeley Research Group LLC June 2011 - July 2011
U.S. Department of Energy, Energy Information Administration May 2010 - August 2010
Skills
SAS, R, Python, Tableau, Data Visualization, Data Mining, Data Analysis, Business Analytics, Quantitative Analytics, Business Intelligence..., Spotfire, SAS Enterprise Guide, SAS/SQL, JMP, SAS Visual Analytics, Adobe Photoshop CS5, D3, Data Analytics, SAS Data Integration..., SAS Fraud, Visual Analytics, Microsoft SQL Server, SAS Information Map..., SAS EBI, SAS programming, SAS BI Dashboard, Neo4j, Datameer, Mathematica, SAS Information..., Microsoft Visio, SSIS, ACL, Matlab, Adobe Illustrator, HTML/XML, Stata, Minitab, MapInfo Professional, Business Intelligence, Microsoft Office, Microsoft Excel
Education
Georgetown University Graduate School of Arts and Sciences 2010 — 2012
Masters of Science, Applied Mathematics and Statistics, cum laude
Georgetown University 2006 — 2010
Bachelors of Science, Mathematics
Berkeley Research Group LLC Social Media InternHarborside Christian ChurchSeptember 2013 - Present
Berkeley Research Group LLC 2011 - Present
Hype Group August 2012 - December 2012
The PR group April 2012 - August 2012
Uloop April 2012 - August 2012
The Hometown Fan August 2010 - February 2011
Skills
Social Media, Facebook, Microsoft Office, Social Media Marketing, Public Relations, Editing, Event Planning, Marketing Communications, Press Releases, Writing, Adobe Creative Suite, Media Relations, Twitter, Wordpress, Brand Development, Data Analysis, Microsoft Excel, Healthcare, Instagram, Healthcare Consulting, Microsoft Word, Social Networking, New Media, Outlook, Online Advertising, Qualitative Research, Quality Control, Quantitative Research, Business Writing, YouTube, Yoga
Education
University of South Florida
Master of Arts (M.A.), Mass Communication with a concentration in strategic communication management
Florida State University 2010 — 2012
Bachelor of Arts (B.A.), Editing, Writing and Media
St. Petersburg College 2009 — 2010
Early College Program
Countryside High School 2006 — 2010
High School Diploma
RJR Polymers February 2012 - Present
Berkeley Research Group LLC April 2011 - February 2012
Cytiva Software Inc. August 2008 - April 2011
ConAm Management Corporation September 2006 - June 2008
Heald College September 2005 - September 2006
Heald College August 2002 - April 2004
Martini Mercantile December 1997 - March 2001
Skills
Customer Service, Onboarding, Training, Data Entry, Recruiting, Microsoft Excel, Human Resources, Time Management, Management, Payroll, Sales, Salesforce.com
Education
American InterContinental University 2010 — 2012
In school for Bachelors of Science, Business Management Estimate
Heald College 2002 — 2004
Associate in Applied Science Degree, Business Administration
Berkeley Research Group LLC June 2011 - August 2014
Paradise Foods June 2010 - September 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, Time Management, PowerPoint, Public Speaking
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's Degree, Accounting
Oregon State University 2010 — 2014
Bachelor's Degree, Accounting, 3.60
Campolindo High School
Berkeley Research Group LLC May 2015 - Present
The HR Consulting Group November 2011 - November 2014
Bayfront Medical Center August 2005 - November 2011
Citrus Memorial Health System July 1997 - August 2005
Skills
Microsoft..., Performance Management, Market Pricing, Job Analysis, Pay, Microsoft Excel, Access, Employee Relations, PeopleSoft, Applicant Tracking..., HRIS, Social Media Marketing, Blogging, Marketing, Human Resources, HIPAA, Healthcare Information..., Management, Healthcare Consulting, Medicare, Healthcare, Healthcare Management, Leadership, Process Improvement, Managed Care, Training, Provider Relations, Strategic Planning, Hospitals, Healthcare Industry, Compensation & Benefit, Quality Improvement, Consulting, Coaching, Data Analysis, Customer Service, Performance Improvement, Utilization Management, Job Descriptions, Project Management, Financial Analysis, Health Policy, Revenue Cycle, Talent Management, Personnel Management, Change Management, Copy Editing, Talent Acquisition, Public Speaking, Communication
Education
Webster University 2003 — 2005
Master of Arts, Human Resources Management
Florida State University 1989 — 1991
Bachelors of Science, Finance
Citrus High School 1984 — 1987
Diploma, General
Berkeley Research Group LLC August 2015 - Present
Navigant July 2013 - August 2015
FTI Consulting April 2006 - June 2013
Protiviti February 2004 - April 2006
National Security Agency 2003 - 2004
Silicon Alley, NY 1993 - 2003
Skills
Expert Witness, Computer Forensics, Evidence, Information Assurance, EnCase, FTK, Investigations, Fraud Investigations, Analysis, Risk Assessment, Network Forensics, Privacy, Investigation, Internal Investigations, Intellectual Property, Risk Management, Mergers, Team Building, Management Consulting, Windows, Linux, FCPA, Cyber Defense, Incident Investigation, Surfing, Private Investigations, E-Discovery Consulting, ESI, Forensic Analysis, Cybercrime, Enforcement, Privacy Law, Information Security, Litigation, Computer Security, Data Privacy, Consulting, Incident Response, Digital Forensics, Thought Leadership, Strategy, Corporate Security, Enterprise Risk..., Information Security..., Quantum Computing, AML, Mergers, Mergers & Acquisitions
Education
Mandiant / FireEye 2014 — 2014
Guidance Software 2004 — 2004
EnCE
Penn State University
Bachelor of Science (B.S.)
TS/SCI DoD clearance
Berkeley Research Group LLC April 2015 - Present
Duff & Phelps 2011 - April 2015
Clark Hill PLC 2009 - 2009
Skills
Financial Modeling, Data Analysis
Education
Michigan State University
Bachelor of Arts (B.A.), James Madison College, International Relations
Berkeley Research Group LLC July 2013 - Present
Loyola Marymount University August 2009 - May 2013
LMU Alpha Phi June 2012 - December 2012
Associate Students of Loyola Marymount University August 2010 - May 2011
Skills
PowerPoint, Facebook, Microsoft Word, Event Planning, Microsoft Excel, Microsoft Office, Social Media, Teamwork, Fundraising, Customer Service, Research, Outlook, Time Management, English, Windows, Photoshop, Public Speaking, Social Networking, Access, Nonprofits, Teaching, HTML, Budgets, Adobe Acrobat, Leadership, Event Management, Accounting, Analysis
Education
Loyola Marymount University 2009 — 2013
Bachelor of Science, Accounting
Berkeley Research Group LLC March 2015 - Present
The Henry M. Jackson Foundation for the Advancement of Military Medicine April 2014 - March 2015
AxoGen May 2012 - August 2012
University of Florida January 2009 - May 2012
Skills
Matlab, Data Analytics, Microsoft Office, Biomedical Engineering, Solidworks, Biomechanics, Data Analysis, Medical Devices, Programming, Image Processing, Visual Studio, Biomaterials, PowerPoint, Cell Culture, Microsoft Excel, Simulink, Experimental Design
Education
Imperial College London 2012 — 2013
Master of Science (MSc), Biomedical Engineering, Merit
University of Florida 2008 — 2012
Bachelor of Science (BS), Biological Engineering/ Minor: Biomechanics, 3.8
Berkeley Research Group LLC December 2014 - Present
The Israel Project February 2014 - December 2014
The Israel Project September 2013 - February 2014
Terry McAuliffe for Governor August 2013 - September 2013
NextWave Advocacy, LLC April 2013 - September 2013
The University of Michigan May 2012 - May 2013
The Westminster Schools September 2009 - May 2013
The University of Michigan Debate Institute 2010 - 2012
Skills
Research, Policy Analysis, Advocacy, Communication, Public Speaking, Public Policy, International Relations, Writing, Editing, Nonprofits, Politics, Strategic Communications, Higher Education, Qualitative Research
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Ashland High School 2005 — 2009
Balfour Beatty Infrastructure Inc. January 2015 - Present
Berkeley Research Group LLC July 2014 - January 2015
Skanska USA Civil SE January 2012 - July 2014
Skanska USA Civil SE February 2009 - January 2012
Skanska USA Civil SE August 2006 - February 2009
Skills
General Ledger, Financial Reporting, Accounts Payable, Construction Accounting, Payroll, Cost Management, Accounting, Budgets, Accounts Receivable, Project Accounting, Auditing, Contract Management, Analysis, Construction, Forecasting, Invoicing, Project Control, Contractors, Cost Control, Change Orders, Subcontracting
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (BBA), Finance, General
LaunchPoint Corporation June 2014 - Present
Berkeley Research Group LLC February 2014 - June 2014
The Advisory Board Company April 2013 - February 2014
concuity Services, Inc. May 1996 - April 2013
Endoxy Inc. 1996 - 2005
Caremark 1990 - 1994
Ralin 1986 - 1988
Skills
Healthcare Information..., Databases, SQL, Business Analysis, SDLC, Microsoft SQL Server, Training, Software Development, HL7, Project Management, Software Documentation, SaaS, Analysis, Cross-functional Team..., Business Process, Program Management, Software Project..., Data Analysis, Process Improvement, Troubleshooting, Enterprise Software, Strategic Planning, SharePoint, Business Process..., Oracle
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Business with Specialty in Project Management
Elmhurst College 1980 — 1986
BS, Computer Science
Berkeley Research Group LLC October 2012 - Present
Back on My Feet February 2010 - September 2014
Marathon Advisory LLC January 2011 - September 2012
Navigant Consulting August 2007 - January 2011
Huron Consulting Group April 2005 - May 2007
Ernst & Young July 2004 - March 2005
Hoffman Alvary & Company LLC January 2002 - May 2004
Arthur Andersen and Co. 1999 - 2001
Skills
Financial Damages..., Expert Witness, Business Valuation, Intellectual Property..., Royalty Audits, Mediator/Arbitrator..., Forensic Accounting, Intellectual Property, Valuation, Accounting, Finance, Royalties, Financial Modeling, Bankruptcy, Due Diligence, Mergers & Acquisitions, Restructuring, Analysis, Arbitration, SEC filings, Financial Analysis
Education
Lehigh University 1983 — 1987
Bachelor of Science, Accounting
Berkeley Research Group LLC November 2012 - Present
Coventry Health Care June 2012 - November 2012
Universal Health Care, Inc. November 2001 - June 2012
Skills
Medicare, Medicaid, Health Insurance, Healthcare Consulting, Managed Care, HIPAA, Health Policy, Insurance, EHR, Network Development, Disease Management, Healthcare Management, Physician Relations, Medicare Part D, Visio, Invoicing, Practice Management, Hospitals, Healthcare Industry, HMO, Revenue Cycle, Healthcare, Process Improvement, Healthcare Information..., PPO, Claim, Employee Benefits, Long-term Care, Call Centers, Provider Relations, Data Analysis, Software Documentation, Physicians, EMR, Utilization Management, Medical Billing, Access, Credentialing, Claims Management, Performance Improvement, Healthcare Reimbursement, Medical Compliance, Healthcare Analytics, Revenue Cycle Management, Informatics, Medicaid Managed Care, ICD-10, Analysis, Business Process..., Health Care Reform
Education
University of South Florida 2006 — 2008
Bachelor's degree, Accounting
Florida Metropolitan University 2002 — 2004
MBA
Moscow Pedagogical State University 1996 — 2000
BA, Economics
Berkeley Research Group LLC December 2014 - Present
Huron Consulting Group June 2006 - November 2014
Navigant Consulting June 2005 - June 2006
Ernst & Young May 2002 - June 2005
Mercy Health (formerly Catholic Health Partners) 1997 - 2002
Skills
Risk Assessment, Compliance, Policy, Internal Audit, Healthcare, Analysis, Management Consulting, Lifesciences, Leadership, Life Sciences
Education
University of Notre Dame 1990 — 1994
Indiana University-Purdue University at Indianapolis 1995 — 1997
MHA, Health Adminstration
Prism Healthcare Partner LTD August 2014 - Present
Prism Healthcarecare Partners LTD August 2014 - Present
Berkeley Research Group LLC January 2014 - July 2014
Deloitte Consulting June 2012 - December 2013
Huron Healthcare April 2009 - May 2012
Tenet Healthcare October 2001 - April 2009
BJC Health System 1997 - 2001
Skills
Strategic Planning, Project Management, Process Improvement, Change Management, Management Consulting, Performance Management
Education
Fontbonne University 2001 — 2002
Master of Business Administration (M.B.A.), Finance, General
Webster University
Bachelor’s Degree, Human Resource Management
Structured Asset Services (123 Lump Sum) January 2015 - Present
123 Lump Sum May 2014 - Present
Berkeley Research Group LLC October 2012 - February 2014
Florida State University June 2011 - July 2012
Florida State University June 2011 - July 2012
FSView & Florida Flambeau 2010 - 2010
Chick-fil-a November 2004 - August 2007
Skills
SQL, Microsoft Office, Microsoft Excel, Microsoft Word, HTML, JavaScript, Windows 7, Visual Basic, Windows Server, Customer Service, Computer Hardware, Facebook, OS X, PowerPoint, Data Analysis, Public Speaking, Statistics, Visio, Sales, Access, Analysis, Outlook
Education
Florida State University 2007 — 2011
B.S, Management Information Systems
Florida State University - College of Business 2007 — 2011
Bachelor of Science (BS), Management Information Systems, General
Berkeley Research Group LLC January 2014 - December 2014
Georgia NCORP November 2013 - January 2014
Southwind, A Division of the Advisory Board Company July 2012 - October 2013
AMDeC LLC May 2011 - August 2011
Deloitte January 2011 - May 2011
Atlas Research, LLC. September 2010 - May 2011
Georgetown Lombardi Comprehensive Cancer Center January 2010 - May 2011
Memorial Sloan-Kettering Cancer Center June 2010 - August 2010
Skills
Community Outreach, Research, Data Analysis, Marketing, Social Media, Management, Sales, Nonprofits, Strategy, Recruiting, Leadership
Education
Georgetown University 2008 — 2012
B.S., Health Care Management & Policy
Kellenberg Memorial High School 2004 — 2008
Honors Program
Berkeley Research Group LLC June 2013 - Present
Invesco Ltd. June 2008 - January 2013
Invesco September 2003 - June 2008
Skills
Remote Access Solutions, Citrix, Dreamweaver, Informix, Autosys, HP Openview, ITIL, Active Directory, Business Objects, Portia, RSA SecurID, IBM Director, Windows 7, Windows XP Professional, Mac OS X, VMware Fusion, VMware Infrastructure, BMC Remedy, Visual Basic, Borland C++, MS Office Suite, Workload Control..., XenCenter, Microsoft Office 2010, Veritas NetBackup, Solarwinds, SCCM, Netbackup, Hardware, Data Center, Office 2010, Technical Support, XP, Help Desk Support, Troubleshooting, Servers, Windows XP, Disaster Recovery, Microsoft Office, Networking, Windows Server
Education
Our Lady of the Lake University 1999 — 2003
Bachelor of Science (BS), Computer Information Systems, 3.5
Texas Southern University 1993 — 1995
Pre Pharmacy
OmniVere September 2014 - Present
Berkeley Research Group LLC January 2012 - September 2014
Navigant Consulting October 2004 - January 2012
Phelps Dunbar LLP 1991 - 1995
Skills
Litigation Support, Litigation Consulting, Intellectual Property, Litigation, Data Management, Relativity, Internal Investigations, Corporate Governance, Leadership, Management, Forensic Analysis, Mergers & Acquisitions, Expert Witness, Private Investigations, Document Review, ESI, Due Diligence, Arbitration, Electronic Discovery, Patent Litigation, Certified Fraud Examiner, Computer Forensics, Document Management, Contract Negotiation, Program Management, Computer Security, EDRMS, Fraud, Litigation Management, Forensic Accounting, Legal Assistance, Bankruptcy, FCPA, Compliance
Education
Northwestern University 1978 — 1982
BA
Amazon October 2014 - Present
Amazon June 2013 - October 2014
Amazon June 2012 - August 2012
Berkeley Research Group LLC May 2011 - October 2011
LECG September 2005 - June 2010
LECG June 2003 - August 2004
Skills
Digital Media, Marketing Engineering, Econometrics, Financial Modeling, Forecasting, Segmentation, Valuation, SAS, Stata, SQL, VBA, Python, Ruby, Weka, Financial Analysis, Competitive Analysis, Strategy, Data Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2013
JD-MBA, Media and Entertainment
Northwestern University School of Law 2010 — 2013
JD-MBA
Georgetown University 2006 — 2006
Princeton University 2001 — 2005
B.A., Economics, Finance, Music
Walt Whitman
AstraZeneca July 2015 - Present
Berkeley Research Group LLC July 2014 - June 2015
Intralign January 2013 - June 2014
Neocure (acquired by Intralign) September 2010 - June 2014
Burgess September 2009 - August 2010
The Trout Group September 2006 - August 2009
Education
Johns Hopkins Bloomberg School of Public Health 2011 — 2012
MPH
Princeton University 2002 — 2006
AB
Berkeley Research Group LLC January 2011 - Present
Skills
Business Valuation, Due Diligence, Financial Modeling, Healthcare Management, Process Improvement, Management Consulting, Valuation
Education
Loyola College in Maryland 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
MBP (McDonough Bolyard Peck) October 2015 - Present
Spark yoga 2015 - 2015
Berkeley Research Group LLC August 2012 - September 2013
Argy, Wiltse & Robinson, P.C. March 2006 - August 2012
Skills
Outlook, Administrative..., Invoicing, PowerPoint, New Business Development, Small Business, Start-up Ventures, Administrative..., Event Planning, Administration
Education
Northern Virginia Community College 2010 — 2012
Elementary Education and Teaching
Berkeley Research Group LLC June 2015 - Present
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Analysis, SAS, Statistics
Education
Eastern Michigan University 2013 — 2016
Master of Arts (M.A.), Applied Economics
King Saud University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Concentration in Investment
Berkeley Research Group LLC October 2012 - Present
US Securities and Exchange Commission July 2010 - September 2012
Columbia Business School 2008 - 2010
USC Marshall School of Business 2003 - 2008
Rotman School of Management 2002 - 2003
Skills
Capital Markets, Securitization, Valuation, Corporate Finance, Structured Products, Equities, Corporate Governance, Bonds, Financial Reporting, MBS, CDO, ABS, Accounting, CDS, Financial Modeling, Derivatives, Fixed Income, Econometrics, Hedge Funds, Bloomberg, Quantitative Analytics, Structured Finance, Financial Markets, Economics
Education
Northwestern University - Kellogg School of Management 1995 — 2002
PhD
University of Southern California - Marshall School of Business 1993 — 1995
MBA
Industrial Pipe Fittings - IPF Plasson October 2013 - Present
Industrial Pipe Fittings - Plasson June 2012 - Present
Berkeley Research Group LLC October 2011 - May 2012
Mexichem April 2011 - September 2011
Mexichem January 2009 - September 2009
Mexichem July 2007 - December 2008
Mexichem May 2002 - July 2007
Skills
Pronòstico y Planeaciòn, Liderazgo, Comunicaciòn, Customer Service, Marketing Strategy, Negotiation, Strategic Planning, Pricing, Market Research, Segmentation, Mergers, Market Analysis, Business Planning, Forecasting, International Sales, Management, Marketing, New Business Development, Sales, Sales Management, Project Management, Product Development
Education
Atlantic International University 2008 — 2009
Bachelor of Business Administration, Management
Lone Star College System 1984 — 1987
Associate of Arts, Sociology
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2006 - Present
Fort Dearborn Partners 1996 - 2006
Grant Thornton LLP 1989 - 1995
University of Chicago Hospitals 1987 - 1989
MCI Telecommunication Corporation 1985 - 1987
Deloitte 1982 - 1985
Skills
Business Valuation, Restructuring, Due Diligence, Private Equity, Corporate Finance, Acquisition Integration, Mergers & Acquisitions, LBO, Bankruptcy, Financial Structuring, Asset Based Lending, Financial Modeling, Finance, Financial Analysis, Turn Around Management, Credit Analysis, Loans, Debt Restructuring, Leveraged Finance, Valuation, Investment Banking, Corporate Development, Special Situations, Capital Markets, High Yield, Divestitures, Portfolio Management, Structured Finance, Alternative Investments, M&A experience, Private Placements, Financial Advisory, Equities, Capital Structure, Recapitalizations, Venture Capital, Forensic Accounting, Workout, IPO, Capital, Cash Flow Forecasting, Cash Management, Capital Raising, Turnaround Experience, Management, Strategy, Strategic Planning
Education
Northwestern University 1986 — 1988
MM (MBA), Finance, Marketing, and Hospital and Health Administration
Northwestern University - Kellogg School of Management 1986 — 1988
Masters of Management (MBA), Marketing, Finance, and Hospital & Health Services Management
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
MS, Accounting
Urbana High School 1975 — 1977
Boys & Girls Clubs of America 2013 - Present
Berkeley Research Group LLC 2012 - 2013
Aflac 2011 - 2012
Concentra 2010 - 2012
Ryan, Inc. 2008 - 2009
Friedman's, Inc. 2004 - 2009
Louisiana Workers' Compensation Corporation 1995 - 2004
Our Lady of the Lake Regional Medical Center 1992 - 1995
Maison Blanche 1990 - 1992
Skills
HRIS, Deferred Compensation, Employee Relations, Employee Benefits, Performance Management, HR Policies, Recruiting, Human Resources, Personnel Management, Applicant Tracking..., FMLA, Payroll, Training, Employee Training, ADP Payroll, Workers Compensation, Organizational Design, Policy, Performance Appraisal, Compensation & Benefit, Onboarding, Strategy, Leadership, Management, Mergers & Acquisitions, Succession Planning, Business Process..., Program Management, Team Building, Employee Engagement, Talent Acquisition, Workforce Planning, Talent Management, Benefits Administration, Organizational..., College Recruiting, Vendor Management, New Hire Orientations, Leadership Development, Strategic Planning, Interviews, Temporary Placement, Compensation & Benefits, Job Descriptions, HR Consulting
Education
East Tennessee State University 1985 — 1990
BBA - Finance, Business - Finance
Center for Fiduciary Studies
AIF, Investment Fiduciary
East Tennessee State University
MBA - Finance, Business - Finance
Society for Human Resources Management
PHR, Human Resources
Tampa Prep
World at Work
CCP, Compensation
World at Work
CBP, Benefits
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group March 2014 - Present
Brixmor January 2013 - March 2014
Brixmor August 2012 - January 2013
Brixmor August 2011 - August 2012
Converse June 2009 - July 2011
Pytka Productions August 2007 - January 2010
Skills
Time Management, Fundraising, Leases, Marketing, Real Estate, Sales, Market Research, Event Planning, Forecasting, Budgets, Social Media Marketing, Change Management, Accounting, Retail, Outlook, PowerPoint, Commercial Real Estate, Microsoft Excel, Microsoft Word, Social Networking, Corporate Real Estate, Event Management, Database Management, Office Administration
Education
Eastern Illinois University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Warren Township High School 2003 — 2007
Berkeley Research Group LLC 2010 - Present
Navigant 1998 - 2010
Peterson Consulting 1988 - 1998
Turner Construction 1984 - 1986
Skills
Construction Management, Construction, Contract Management, Contractors, Expert Witness, Litigation Support, Management Consulting, Project Control, Primavera P6, Value Engineering, Cost Engineering, Fraud, Factory, Cost Management, Project Planning
Education
Northeastern University
B.S., Mechanical Engineering
University of Pittsburgh
MBA
Berkeley Research Group LLC February 2015 - June 2015
George Mason University January 2013 - February 2015
American Institutes for Research May 2014 - August 2014
Citi June 2011 - August 2011
Skills
Research, Data Analysis, Microsoft Office, Analysis, Economics, Data Entry, Microsoft Excel, Minitab, Statistical Data..., Qualitative Research, Microsoft SQL Server, Leadership, Customer Service, Statistics, Public Speaking, PowerPoint, Management
Education
George Mason University 2012 — 2014
Bachelor of Science (B.S.), Economics, Magna Cum Laude Honors
National University of Science and Technology 2010 — 2012
Associate's Degree, Economics
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC January 2014 - December 2014
Berkeley Research Group LLC April 2013 - December 2013
Solutions Economics July 2010 - March 2011
Solutions Economics July 2009 - July 2010
Skills
Valuation, Due Diligence, Management Consulting, Financial Modeling, Business Valuation, Data Analysis, Research, Economics, Consulting, Analysis, Microsoft Excel, Analytics
Education
Georgetown University 2005 — 2009
BSFS, International Economics, Latin American Studies
Berkeley Research Group LLC January 2015 - Present
Crowe Horwath LLP October 2012 - January 2015
Alexian Brothers Health System May 2007 - October 2012
Midwest Sports Medicine August 2005 - May 2007
Skills
Revenue Cycle, Healthcare, Accounts Receivable, Invoicing, Hospitals, Medical Coding, Insurance, Training, Management, Revenue Cycle Management, Healthcare Consulting, HIPAA, Medicare, Healthcare Management, Healthcare Information..., Meditech, CPC National, Charge Capture, Data Analysis
Education
Illinois State University 2001 — 2005
Bachelors of Science, Health Information Management
Berkeley Research Group LLC January 2014 - Present
Next Phase Healthcare 2013 - February 2014
First Southwest Company 2009 - 2013
Harris Health System 2006 - 2008
Presbyterian Healthcare Services 2003 - 2005
SSM Health Care February 1995 - 2003
Sisters of Charity of Leavenworth Health System 1993 - 1995
EY 1980 - 1992
James Whitcomb Riley Hospital for Children December 1977 - August 1978
Skills
Physician Relations, Medicaid, Revenue Cycle Management, Strategy, Healthcare Consulting, Revenue Cycle, Performance Improvement, Capital Project Planning, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, Business Intelligence, Financial Reporting, Business Decision Making, Capital Markets, Bond Markets, Investments, Healthcare, Healthcare Management, Financial Planning
Education
The University of Texas at Austin 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1974 — 1977
Bachelor's of Nursing, Registered Nursing/Registered Nurse
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2010 - May 2015
AXS-One Inc April 1997 - July 2009
Financial Services, Inc July 1994 - March 1997
Skills
Organizational..., Employee Relations, New Hire Orientations, Employee Benefits, Payroll, FMLA, Recruiting, Human Resources, Talent Acquisition, Personnel Management, Mergers, HRIS, HR Policies, Employee Training, Insurance, Management, SPHR, Deferred Compensation, Hiring, Leadership, Mergers, Temporary Placement
Education
Monmouth University 1990 — 1994
BS, Business Management
Berkeley Research Group LLC May 2010 - Present
LECG August 2006 - April 2010
Navigant September 1986 - July 2006
Peterson Consulting 1986 - 1997
Skills
Healthcare Consulting, Lost Profit Damages, Finacial Institutions, Management Consulting, Strategic Planning, Business Process..., Consulting, Healthcare, Strategic Consulting, Medicare, Data Analysis, Policy, Hospitals, HIPAA, Executive Management, Claim, Managed Care, Turn Around Management, Healthcare Information..., Health Insurance
Education
Georgetown University 1982 — 1986
Bachelor of Science (BS), Accounting
Katella High
Carroll Resources Corp. June 2013 - Present
Berkeley Research Group LLC June 2011 - May 2013
LECG March 2004 - April 2011
Ernst & Young March 2002 - February 2004
Intecap/TDRC 1999 - 2002
Peterson Consulting 1990 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, English, Customer Service, Research, Financial Reporting, Business Valuation, Intellectual Property..., Lost Profits, Valuation, Intellectual Property, Litigation Consulting, Profit
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Masters in Management, Accounting and Finance
Williams College 1981 — 1985
Bachelor of Arts (B.A.), History with Honors
New Trier High School 1977 — 1981
Berkeley Research Group LLC April 2012 - Present
Accumyn Consulting 2009 - April 2012
BKD, LLP 2007 - 2009
Ernst & Young 2005 - 2007
HSSK Group 2001 - 2004
PwC 1997 - 2001
Deloitte Consulting 1993 - 1996
Skills
Intellectual Property, Business Valuation, Expert Witness, Commercial Litigation, Litigation Consulting, Financial Analysis, Finance, Fraud
Education
Jones Graduate School of Business, Rice University 1991 — 1993
MBA, Finance
Texas A&M University 1980 — 1984
BA, Business Analysis & Research
Berkeley Research Group LLC August 2013 - Present
Frederick Regional Health System May 2013 - July 2013
Rockingham Memorial Hospital October 2012 - May 2013
Biolumina July 2011 - August 2011
Ms. Bev’s Place February 2008 - August 2010
Skills
Clinical Research, EMR, Physicians, Hospitals, Nursing, Data Entry, Healthcare Management, Healthcare, PowerPoint
Education
James Madison University 2009 — 2013
BS, Health Services Administration
Town of Dedham August 2015 - Present
Berkeley Research Group LLC October 2012 - January 2015
AECOM November 2005 - October 2012
Ambient Engineering November 2001 - November 2005
CRB Geological & Environmental Engineering November 1997 - November 2001
PEER Consultants, P.C. 1988 - 1992
New York State Legislative Commission on Science and Technology December 1986 - November 1987
New York State Sea Grant Institute October 1985 - November 1986
NOAA: National Oceanic & Atmospheric Administration November 1983 - May 1984
United States Environmental Protection Agency January 1980 - August 1980
Skills
Remediation, Groundwater, Groundwater Remediation, Environmental Consulting, Phase I, RCRA, Soil, Environmental Compliance, Hazardous Waste..., Environmental Permitting, Environmental..., Sampling, Soil Sampling, Hydrogeology, Environmental Science, GIS, CERCLA, NEPA, Environmental Monitoring, Asbestos, Wetlands, Contaminated Land, Hydrology, Phase 1, Environmental Services, Geology, Water Treatment, Water Quality, Water Supply, Environmental Impact..., Industrial Hygiene, Waste, Indoor Air Quality, Waste Management, Environmental..., Water Resources, Sustainability, HAZWOPER, Wastewater Treatment, Environmental Policy, Environmental Auditing, Water, Geophysics, Environmental Issues, Stormwater Management, Geochemistry, Expert Witness, Site Investigation, Environmental...
Education
Rosenstiel School of Marine and Atmospheric Science 1980 — 1983
Ph.D. Candidate, Marine Geology/Geochemistry
Northwestern University 1978 — 1980
MS, Geology
Hamilton College 1974 — 1978
BA, Geology
Berkeley Research Group LLC September 2015 - Present
California Bank & Trust 2011 - February 2015
Quantitative Medical Systems, Inc. (QMS) 2008 - 2009
Roche 2006 - 2008
Biegler, Ortiz & Chan 2004 - 2004
Peace Boat July 2003 - October 2003
AEON Corporation November 2001 - May 2003
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Customer Service, Sales, Leadership, PowerPoint, Event Planning, Project Management, Marketing, Microsoft Office, Research, Business Analysis, Public Speaking, Team Building, Negotiation, Training, Analysis
Education
Loyola Marymount University 1998 — 2001
Humanities, Art History, Criticism and Conservation
UC Davis September 2014 - Present
Schmidt Associates, LLC August 2011 - Present
UC Davis March 2015 - June 2015
UC Davis April 2011 - June 2014
Berkeley Research Group LLC July 2010 - July 2011
Finance Scholars Group September 2007 - September 2009
Skills
Quantitative Analysis, Economic Modeling, SAS, Econometrics, Quantitative Analytics, Stata, Statistics, Economics
Education
UC Davis 2011 — 2016
Doctor of Philosophy (PhD), Agricultural and Resource Economics
UC Santa Barbara 2005 — 2007
BA, Economics-Mathematics
Foothill College 2003 — 2005
AS, Computer Science
California Public Utilities Commission January 2014 - Present
Berkeley Research Group LLC December 2010 - December 2013
LECG LLC 1999 - December 2010
Wilk & Associates Inc. 1992 - 1999
California Public Utilities Commission 1982 - 1992
Skills
Economics, Finance, Telecommunications, Water, Public Policy, Energy, Expert Witness, Regulations, Litigation, Energy Policy, Academic Research, Technical Writing, Report Writing, Research, Analysis, Mergers & Acquisitions, Strategy, Policy
Education
Harvard University Graduate School of Arts and Sciences 1984 — 1986
Ph.D., Public Policy
Harvard University Kennedy School of Government 1980 — 1982
Master in Public Policy
Stanford University 1976 — 1980
A.B., Economics and Political Science
Berkeley Research Group LLC December 2011 - Present
Northwestern University September 2001 - 2014
Navigant Economics May 2008 - December 2011
Chicago Partners, LLC December 1998 - May 2008
DePaul University January 2001 - March 2007
Fenchurch Capital Management 1990 - 1995
CSFB 1983 - 1990
Skills
Derivatives, Fixed Income, Valuation, Investments, Hedge Funds, Risk Management, Options, Financial Markets, Economics, Financial Modeling, Econometrics, Capital Markets, Statistical Modeling, VBA, Due Diligence, Credit Risk, Data Analysis, Quantitative Analytics, Alternative Investments, Securities, Statistics, Trading, Financial Analysis, Financial Services, Market Risk, Portfolio Management, Quantitative Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1979
MBA, Managerial Economics, Finance
Northwestern University 1974 — 1978
BA, Economics
Berkeley Research Group LLC July 2013 - Present
Westinghouse Electric Company 2011 - 2013
Westinghouse Electric Company 2007 - 2010
CH2M-WG 2005 - 2007
Fluor Hanford, Inc. 1999 - 2002
DynCorp International 1998 - 1999
Westinghouse Savannah River Site 1991 - 1996
Westinghouse Power Systems Projects Division 1981 - 1985
U.S. Nuclear Regulatory Commission 1978 - 1979
Westinghouse Bettis Atomic Power Laboratory 1974 - 1978
Skills
Nuclear Power Plants, Nuclear Engineering, Construction
Education
North Carolina State University 1970 — 1972
Master of Science (M.S.), Nuclear Engineering
United States Military Academy at West Point
Bachelor of Science (B.S.), General Engineering
Berkeley Research Group LLC November 2010 - Present
Navigant Consulting June 2007 - November 2010
Veolia Water October 2002 - June 2007
Wheelabrator APC 2001 - 2002
Primary Energy March 2001 - August 2001
LTV Steel Company May 1997 - March 2001
Davy International / Davy McKee March 1981 - May 1997
Lukens Steel Company 1977 - 1981
Skills
Engineering, Contract Management, Program Management, Contract Negotiation, Procurement, Construction, Project Planning, Project Management, Process Improvement, Risk Management, Strategy, Budgets, Management, Strategic Planning, Factory, Analysis, Engineering Management, Business Strategy, Manufacturing, Negotiation, Proposal Writing
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Education, Business
Lehigh University 1975 — 1979
BS, Engineering
Downingtown High School 1972 — 1975
Independent Contractor July 2012 - Present
Berkeley Research Group LLC December 2010 - July 2012
Navigant Consulting July 2006 - December 2010
Vicor Ravioli Foods, Inc April 2000 - July 2006
Skills
Primavera P6, Project Management, Contract Management, Data Analysis, CPM Scheduling, Risk Management, Analysis, Program Management, Litigation Support, Project Planning, Project Control, Financial Analysis, Management Consulting, Strategic Planning, MS Project
Education
Grove City College 2002 — 2006
B.S., Biology
Grove City College 2002 — 2006
B.S., Business
Freeport Area High School 1999 — 2002
Berkeley Research Group LLC January 2013 - Present
Dale Carnegie Training 2002 - Present
Huron Consulting Group August 2010 - January 2013
CSC Consulting October 2009 - August 2010
PricewaterhouseCoopers July 2004 - September 2009
Charleston Area Medical Center March 1994 - June 2004
Education
Marshall University 1987 — 1993
MBA
West Virginia University 1973 — 1978
BS, Pharmacy
Berkeley Research Group LLC 2012 - Present
Anthony G. Poli, AIA 2004 - Present
Robson Forensic, Inc. October 2008 - November 2011
Civil & Environmental Consultants, Inc. 2006 - 2008
Poli & Cuteri Architects 1986 - 1996
Skills
LEED, Construction Management, Expert Witness, Architecture, Architectural Design, Feasibility Studies, Architectures, Submittals, Construction, Mixed-use, Comprehensive Planning, Sustainable Design, Green Building, Sustainability, BIM, Revit, Design Research, LEED AP
Education
University of Washington 1974 — 1976
M. Arch., architecture
Massachusetts Institute of Technology 1970 — 1974
Bachelor of Science in Art and Design, Architecture
Berkeley Research Group LLC April 2014 - Present
Education
Michigan State University College of Law 2009 — 2012
J.D.
Gonzaga University 2004 — 2008
B.A., Magna Cum Laude
Bishop Lynch High School 2000 — 2004
POP
Berkeley Research Group LLC January 2011 - Present
EconOne 2009 - 2010
Huron Consulting Group 2007 - 2009
Deloitte 1997 - 2007
tenneco 1977 - 1997
wiilams mckay 1989 - 1991
wiilams mckay 1989 - 1991
Skills
Due Diligence, Mergers & Acquisitions, Management, Corporate Finance, Private Equity, Energy, Financial Modeling, Valuation, Arbitration, Accounting, Management Consulting, Fraud, Financial Analysis, Restructuring, Business Valuation, Strategy, Banking, Auditing, Energy Industry, Forensic Accounting, Finance, Mergers, Investigation, Litigation Support, Bankruptcy, Expert Witness, Oil & Gas Industry, Business Strategy
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM (MBA), Finance, Accounting, Marketing
Northwestern University 1970 — 1974
Master of Science (MS) and Bachelors of Arts (BA), Chemistry
NSCDS
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2004 - May 2015
FTI Consulting 2000 - 2004
Policano & Manzo 1996 - 2000
Deloitte & Touche 1987 - 1995
Anchin Bloch & Anchin 1983 - 1987
Skills
Chapter 11, Due Diligence, Restructuring, Valuation, Forensic Accounting, Bankruptcy, Management, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Financial Structuring, Capital Markets, Divestitures, Financial Modeling, Credit Analysis, Litigation Support
Education
Hofstra University 1979 — 1983
BBA
Hofstra University 1979 — 1983
BBA, Accounting
Berkeley Research Group LLC December 2010 - Present
Skills
Healthcare, Management Consulting, Healthcare Consulting, Hospitals, Data Analysis, Population Health...
Education
Lehigh University 1988 — 1992
Bachelor's degree, Accounting and Manangement
Berkeley Research Group LLC February 2014 - July 2015
Groupon September 2012 - February 2014
Berkeley Research Group LLC March 2011 - September 2012
LECG August 2010 - March 2011
Skills
Microsoft Excel, Salesforce.com, SQL, MicroStrategy Reporting, Access, E-commerce, PowerPoint, NetSuite, Litigation Consulting, Word, Patent Litigation, Outlook, Team Leadership, Microsoft Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA Candidate
Penn State University 2006 — 2010
B.Sc., Finance
Barrington High School 2002 — 2006
SoFi April 2015 - Present
Berkeley Research Group LLC November 2013 - March 2015
Berkeley Research Group LLC January 2013 - August 2013
Skills
Microsoft Excel, PostgreSQL, Data Mapping, Tableau, Data Reconciliation, Data Quality Assurance, MySQL, Data Analysis, Research, Policy Analysis, Statistics
Education
Georgetown University 2012 — 2013
Master of Arts (M.A.), Applied Economics
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics
Berkeley Research Group LLC 2013 - Present
Georgetown University August 2010 - December 2013
Berkeley Research Group LLC June 2013 - August 2013
Professor Holger Schmidt May 2012 - September 2012
Georgetown University Admissions Office May 2012 - September 2012
Salerno Carpenter Contracting June 2010 - September 2012
Skills
Data Analysis, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Stata, Analysis, Microsoft SQL Server, Clarify, HTML, SQL, Financial Modeling, Microsoft Word, Financial Analysis, Crystal Ball, International..., Access, Public Policy, Databases, SPSS, International Relations, Nonprofits, Editing
Education
Georgetown University 2010 — 2014
Economics, Economics, Government
Fox Chapel Area High School 2006 — 2010
Berkeley Research Group LLC February 2014 - Present
Berkeley Research Group LLC November 2010 - February 2014
Navigant July 2002 - November 2010
Skills
Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA), Finance, General
Lehigh University
Bachelor of Science (B.S.), Chemical Engineering
Lehigh University
Bachelor of Applied Science (B.A.Sc.)
Berkeley Research Group LLC January 2015 - Present
Headfirst Camps January 2014 - August 2014
Headfirst Camps April 2013 - August 2013
Georgetown University January 2011 - May 2012
Starbucks August 2008 - June 2009
McDonogh School June 2007 - August 2007
McDonogh School August 2003 - August 2007
Skills
Performing Arts, Music, Musical Theatre, Public Speaking, Customer Service, Critical Thinking, French, German, Organized with Strong..., Multi Tasking, Thinking Outside The Box, Creative Problem Solving, Childcare, Camps, Swim Instruction, Writing, Travel, Art, Visual Arts, Vocalist, Government, Criminal Justice, Administrative..., Office Operations
Education
Georgetown University 2009 — 2012
Bachelor of Arts (BA), Political Science and Government
The Johns Hopkins University 2007 — 2008
N/A, Undeclared
American Cancer Society May 2015 - Present
Berkeley Research Group LLC December 2014 - January 2015
James Madison University Health Center May 2014 - December 2014
Skills
Hospitals, Event Planning, Volunteer Recruiting, People Skills, Nonprofits, Statistics, Social Media, Higher Education, Press Releases, Student Affairs, Student Development, Editing, Volunteering, Communication, Customer Service
Education
James Madison University 2012 — 2016
Bachelor of Science (B.S.), Communication Studies, Junior
Berkeley Research Group LLC May 2015 - Present
Skills
Microsoft Office, Timeslips, Vi, Budgeting, Customer Relations, Data Analysis, Excel, Event Planning, Litigation, Outlook, PowerPoint, Editing, Database Administration, Data Entry, Law Enforcement, Customer Service, Legal Research, Microsoft Excel, Budgets
Education
Northeastern University
Bachelor of Science, Criminal Justice
Berkeley Research Group LLC September 2015 - Present
FTI Consulting September 2011 - August 2015
Kroll June 2002 - August 2011
Education
2000 — 2002
IMBA, International Business
Universidad de Lima 1994 — 1999
Economist, Economics
ECG Management Consultants, Inc. November 2014 - Present
Berkeley Research Group LLC August 2013 - October 2014
Huron Consulting Group September 2007 - July 2013
Research Terrain February 2006 - September 2007
EPSCoR/IDeA Foundation November 2001 - February 2006
Independent Consultant November 1999 - February 2006
Education
The George Washington University 1999 — 2001
M.A., Science, Technology, and Public Policy
University of Pennsylvania 1997 — 1999
M.S., Biochemistry and Molecular Biophysics
Georgia Institute of Technology 1993 — 1997
B.S., Physics
Cleveland Clinic 2014 — 2014
Executive Education, Healthcare Executive Visitors' Program
Stanford University 2012 — 2012
Executive Education, Design Thinking and the Art of Innovation
Berkeley Research Group LLC May 2012 - Present
Navigant, Inc. July 2005 - April 2012
CSI - Atlanta 2000 - 2011
A.W. Hutchison & Associates March 2003 - July 2005
Lord, Aeck & Sargent Architecture January 2003 - March 2003
Leo A Daly - Atlanta, GA May 2000 - December 2002
The Austin Company November 1994 - May 2000
Ogram Architects, Inc. July 1994 - November 1994
O'Kon and Company August 1991 - June 1994
Carlson Associates, Inc. September 1987 - May 1991
Skills
Construction, Expert Witness, Construction Management, Claims, Architecture, Contract Management, Construction Documents, Architectural Design, Contractors, Contract Negotiation, Healthcare, Hospitality, Retail, Project Planning, Program Management, Value Engineering, High Rise, Coordination, Mixed-use, Renovation, Green Building, Transportation, Engineering, Submittals, Claim, Facilities Management, CPM Scheduling, CAD, Design Management, Construction Drawings, Project Coordination, Risk Management, Cost Control, Project Control, Cost Management, Project Bidding, Management, Steel Detailing, Project Estimation, Project Management, Proposal Writing, Space planning, Feasibility Studies, Architectures, Dispute Resolution
Education
Georgia Institute of Technology 1975 — 1982
B of S, Architecture
Ecole des Beaux Arts, Paris, France 1979 — 1980
N/A, Architecture
Druid Hills High School 1970 — 1975
Klee, Tuchin, Bogdanoff & Stern LLP May 2015 - Present
Kopple & Klinger, LLP March 2015 - May 2015
Berkeley Research Group LLC March 2015 - March 2015
The Ohio State University June 2014 - December 2014
The Ohio State University January 2013 - May 2014
Organizing for Action June 2013 - September 2013
The Ohio State University September 2012 - December 2012
The Vargas Law Firm, PLLC June 2011 - July 2011
Harvard Medical School July 2009 - August 2009
Skills
Legal Research, •Language: Spanish in..., Marketing Communications, Political Science, Business Strategy, Clerical Skills
Education
The Ohio State University 2012 — 2014
Bachelor of Arts (B.A.), Political Science
Fullerton College 2010 — 2012
Political Science and Government
Berkeley Research Group LLC April 2015 - Present
Ascendient Healthcare Advisors December 2013 - March 2015
Brumbaugh Appraisals January 2010 - November 2013
CAPTRUST May 2011 - August 2011
Skills
Financial Analysis, Valuation, Due Diligence, Investments, Business Valuation, Microsoft Excel, Bloomberg, Business Appraisals, Healthcare Valuation, Market Research, Portfolio Management, Accounting, Time Management, Leadership, Data Analysis, Financial Modeling, Asset Valuation, Cash Flow Analysis, Equipment Appraisals, FF&E Appraisals, Heavy Machinery..., Investment Analysis, Morningstar Direct, Personal Property..., Equity Valuation, Finance, PowerPoint, Microsoft Word
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Summa Cum Laude, Finance, 3.93/4.0 overall; 4.0/4.0 within major
Millbrook High School
Passed Level III CFA exam
Berkeley Research Group LLC October 2013 - Present
Huron Healthcare November 2010 - October 2013
CCMSI June 2009 - November 2010
Skills
Healthcare, Management Consulting, Data Analysis, Process Improvement, Strategy, Strategic Planning, Analysis, Change Management, Business Analysis, Project Management, Business Strategy, Program Management, Public Speaking, Leadership, Research, Insurance, Performance Improvement, Mergers & Acquisitions, Marketing, Due Diligence, Public Relations, Entrepreneurship, Social Media
Education
Indiana University Robert H. McKinney School of Law 2006 — 2009
J.D., Health Law
Marquette University
B.S., Biomedical Sciences
Cal South California State Soccer Association-South April 2014 - Present
Mater Dei High School September 2013 - Present
Berkeley Research Group LLC August 2011 - April 2014
Cal South California State Soccer Association-South November 2013 - March 2014
Golden State Athletic Conference November 2012 - May 2013
University of San Francisco Sport Management Program November 2012 - May 2013
Southern California Golf Association September 2012 - November 2012
California State University, Fullerton August 2011 - May 2012
Open Gym LLC September 2011 - March 2012
Junior United Soccer Association June 2010 - August 2010
Skills
Event Management, Sports, Social Media, Leadership, PowerPoint, Project Management, Research, Microsoft Excel, Customer Service, Marketing Strategy, Sports Management, Microsoft Office, Marketing Communications, Volunteer Management, Outlook, Microsoft Word, Coaching, Internal & External...
Education
University of San Francisco 2011 — 2013
MA, Sport Management
Gonzaga University - School of Business Administration 2007 — 2011
Business Administration, Operations & Supply Chain Management
Berkeley Research Group LLC 2014 - Present
Skills
New Business Development, Construction Management, Prolog, Project Management, Enterprise Software, Solution Selling, Account Management, Program Management, Contract Management, Subcontracts Management, Project Risk Mitigation, Business Process..., Costpoint, Sandler Sales..., CRM, SaaS, ERP, Application Integration, Business Process, Business Intelligence, Requirements Analysis, Risk Management, Team Leadership, Pre-sales, Strategy, EAI, Business Development, Start-ups, Strategic Partnerships, Lead Generation, MS Project, Professional Services, Salesforce.com, Cloud Computing
Education
George Mason University 1977 — 1980
Bachelor of Business Administration (B.B.A.)
Atlantic Christian College
Google (Contractor - Astreya Partners) March 2014 - Present
Google (Contractor - Astreya Partners) August 2013 - March 2014
Berkeley Research Group LLC August 2012 - August 2013
Hilton June 2011 - August 2011
Skills
Access, Invoicing, Training, Forecasting, Budgets, Oracle E-Business Suite, Customer Service, Management, Microsoft Excel, Microsoft Office, Mac OS X, Mandarin, Accounting, Spanish, Expense Reports
Education
University of California, Davis 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General.
Foothill College 2013 — 2014
Accounting
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Dixon Hughes Goodman LLP November 2013 - Present
Berkeley Research Group LLC August 2012 - November 2013
Argy, Wiltse & Robinson, P.C. August 2010 - August 2012
3Z Telecom, Inc. June 2006 - June 2007
TotalBank December 2002 - June 2006
Skills
Accounting, Tax, Corporate Tax, Due Diligence, Income Tax, Tax Accounting, Tax Law, Financial Reporting, State Tax, CPA, International Tax, Tax Advisory, Mergers & Acquisitions, Tax Research, Finance, Sarbanes-Oxley Act, Auditing, Internal Controls, US GAAP, GAAP, Financial Analysis
Education
New York Law School 2007 — 2010
Juris Doctor
Florida International University 1998 — 2001
Bachelor of Business Administration, Finance
Belen Jesuit Preparatory School
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group November 2007 - May 2015
Deloitte June 2003 - November 2007
Open Prairie Ventures 2002 - 2003
Education
Northwestern University - Kellogg School of Management 2015 — 2018
University of Illinois at Urbana-Champaign 2002 — 2003
Masters of Science, Accounting
University of Illinois at Urbana-Champaign 1999 — 2002
Bachelors of Science, Accountancy
Berkeley Research Group LLC January 2013 - Present
Huron Consulting Group July 2010 - January 2013
PwC January 2006 - July 2010
Cardinal Health July 2000 - July 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Budgets, Healthcare, Process Improvement, Management, Project Management, Business Process..., Hospitals, Performance Improvement
Education
University of New Orleans 2001 — 2003
Master's degree, Health/Health Care Administration/Management
Louisiana State University 1991 — 1995
Bachelor of Science (BS), Finance
Berkeley Research Group LLC August 2015 - Present
Institute for Women's Policy Research June 2014 - August 2014
The Hilltop MicroFinance Initiative, Inc. January 2014 - May 2014
Institute for Women's Policy Research January 2014 - April 2014
The Hilltop MicroFinance Initiative, Inc. January 2013 - December 2013
OpenSesame May 2012 - August 2012
Georgetown University October 2011 - May 2012
Skills
Economics, Data Analysis, Data Collection, Google Adwords, SEO, International..., Regression Analysis, Research, Literature Reviews, Press Relations, Data Entry, Editing, Blogging, Social Networking, Entrepreneurship, Salesforce.com, Social Media Marketing, Wordpress, Adobe Creative Suite, Microsoft Office, HTML, Facebook, Marketing, Customer Service, Web Development, Stata, Microsoft Excel, Social Media
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Berkeley Research Group LLC January 2015 - Present
Huron Consulting Group November 2012 - December 2014
Huron Consulting Group November 2009 - November 2012
Huron Consulting Group August 2007 - November 2009
Skills
Management Consulting, Team Leadership, Process Improvement, Risk Assessment, Lifesciences, Project Management, Strategy, Strategic Consulting, Compliance, Financial Modeling, Data Analysis, Change Management, Clinical Research, Auditing, Project Planning, Sales & Marketing..., Internal Audit, Regulatory Affairs, Clinical Trials, Organizational..., Policy Analysis, Fair Market Value, Leadership, Process Design, Consulting, Strategic Planning, Management, Pharmaceutical Industry, Medical Devices, Organizational Design, Healthcare, Organizational Structure
Education
Miami University
Accountancy
Seton Hall School of Law 2012 Healthcare Compliance Certification Program
University of London, Birkbeck College of Economics & Management
Semester Study Abroad Program
Berkeley Research Group LLC 2012 - Present
Humphrey Rich Construction Group 2010 - 2012
ABC Imaging 2008 - 2010
JPI Companies 2006 - 2009
Skills
Construction Management, Project Planning, Budgets, Project Management, Subcontracting, Analysis, Management, Contract Management, Contract Negotiation, Construction Safety, LEED, Submittals, Value Engineering, Project Bidding, Feasibility Studies, Architectures, Proposal Writing, Negotiation, Project Control, Engineering, Facilities Management, AutoCAD, MS Project, Microsoft Office, Operations Management, Process Scheduler, Green Building, Sustainability, Contractors, Renovation, Project Estimation, Primavera P6, Architecture, CPM Scheduling, Real Estate Financing, Sustainable Development, Real Estate Development, Renewable Energy, Energy Efficiency, Contractual Agreements, Change Orders, BlueBeam, Photovoltaics, Geothermal Heating &..., Financial Modeling, Microsoft Project
Education
Georgetown University
Master's Degree, Real Estate Development
George Mason University
International/Global Studies
George Mason University
Electrical and Electronics Engineering
Berkeley Research Group LLC July 2011 - Present
NASDAQ Stock Market April 2012 - Present
Orthofix international NV May 2004 - March 2010
CSX Corporation June 2000 - February 2004
Morgan, Lewis & Bockius 1988 - 1995
Skills
Litigation, Intellectual Property, FCPA, Mergers, Corporate Governance, Securities, Due Diligence, Legal Research, Competition Law, Securities Regulation, Commercial Litigation, Contract Negotiation, Internal Investigations, Risk Management, Corporate Law, Arbitration, Negotiation, Mergers & Acquisitions, Litigation Management, International Law, Employment Law, Appeals, Patent Litigation, Litigation Support, Joint Ventures, Licensing, Trade Secrets, Legal Writing, Legal Compliance, Trademarks, Mediation, Health Law, Bankruptcy, Compliance
Education
Georgetown University Law Center 1985 — 1988
Juris Doctor, Law
Georgetown University 1983 — 1985
AB Government, Summa Cum Laude
Suffield High School
Suffield High School
Blue Ridge Speech and Hearing October 2008 - Present
Grant Thornton LLP March 2015 - Present
Berkeley Research Group LLC May 2012 - March 2015
National Education Association Foundation July 2006 - June 2012
Argy, Wiltse & Robinson, P.C. August 2011 - May 2012
RJBower Consulting October 2007 - November 2011
Hispanic College Fund 2003 - 2008
PricewaterhouseCoopers August 2003 - July 2007
KPMG November 1998 - August 2003
Deloitte February 1997 - November 1998
Skills
Mergers, Due Diligence, Business Development, Process Improvement, Auditing, Strategic Planning, IT Strategy, Management Consulting, Business Process..., Analysis, Program Management, Finance, Consulting, Management, Mergers & Acquisitions, Project Management, Executive Management, Start-ups, Managerial Finance, Strategy, Security, Professional Services, Business Analysis, Human Resources, Budgets, Strategic Partnerships, Change Management, Accounting, Internal Controls, Organizational..., Business Strategy, Financial Modeling, Business Planning, Financial Analysis, Leadership, Business Transformation
Education
Indiana State University - School of Business
BS, Accounting
University of Dayton
MBA, Management
Berkeley Research Group LLC January 2013 - Present
Sound Shore Health System November 2011 - January 2013
Nexera, Inc. November 2011 - January 2013
GNYHA Services, Inc May 2009 - November 2011
Nexera Consulting/Lenox Hill Hospital 2007 - 2009
GNYHA Services, Inc. 2006 - 2009
GNYHA Services, Inc. 2005 - 2008
Skills
Supply Chain Management, Healthcare, Process Improvement, Healthcare Information..., Materials Management, Purchasing, Group Purchasing, Contract Management, Financial Analysis, Vendor Management, Healthcare Management, Strategic Planning, Hospitals, New Business Development, Project Management, Customer Service, Business Intelligence, Business Process..., Healthcare Consulting, Operations Management, Physician Relations, Change Management, Healthcare Industry, Performance Improvement, Supply Chain, Management Consulting, Strategy, Strategic Sourcing, EMR, Medical Devices, Budgets, EHR, Physicians, Revenue Cycle, Managed Care, HIPAA, Leadership, Analysis, Team Building, Management, Data Analysis, Medicaid, Medicare, Contract Negotiation, Informatics, Cross-functional Team..., Revenue Cycle Management
Education
Iona College
MBA, Management
Iona College 2000 — 2004
BBA, Information and Decision Technology Management
Berkeley Research Group LLC February 2011 - Present
LECG May 2005 - January 2011
Navigant 2004 - 2005
FTI Consulting, Inc. 2001 - 2004
Simpson LLP 1990 - 2000
Coopers & Lybrand 1985 - 1990
Skills
Fraud, Forensic Accounting
Education
Loyola Marymount University, College of Business Administration 1985 — 1990
Bachelor of Science, Accounting
Loyola Marymount University 1985 — 1989
BS, Accounting
Berkeley Research Group LLC June 2015 - July 2015
Burkhead Brand Group 2014 - 2014
Skills
Teamwork, Social Media, Public Speaking, Data Analysis, Strategic Planning, Management, Leadership
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Economics
BDO Consulting, a division of BDO USA, LLP April 2013 - Present
Berkeley Research Group LLC February 2012 - March 2013
Navigant April 2010 - January 2012
UHY Advisors April 2001 - April 2010
HTE8 May 2000 - April 2001
Skills
Forensic Accounting, Forensic Analysis, Fraud, FCPA, Computer Forensics, Private Investigations, Expert Witness, Litigation Support, Due Diligence, Litigation Consulting, Internal Investigations, Fraud Investigations, Fraud Prevention, Financial Statements, Anti-Corruption...
Education
Rice University - Jesse H. Jones Graduate School of Business 1997 — 1999
MBA, Strategy
The University of Texas at Austin 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Jericho High School
Berkeley Research Group LLC January 2015 - Present
Schoch Enterprises April 2014 - December 2014
UHY LLP May 2014 - October 2014
IBM April 2013 - April 2014
Array Information Technology, Inc September 2011 - December 2012
IKON Office Solutions 2008 - August 2011
Digital Directory Assistance 1992 - 1996
Professorships January 1981 - September 1991
Gunster Yoakley 1984 - 1991
Honigman Miller Schwartz and Cohn LLP 1978 - 1982
Skills
Knowledge Management, Records Management, Information Management, Governance, Strategy, Enterprise Content..., Document Management, Business Analysis, Management, Change Management, IT Strategy, Integration, Leadership, Software Documentation, Program Management, Consulting, Strategic Planning, EDRMS, Selling, Project Management, Research, Business Process..., Training, Analysis, Enterprise Software, Business Process, Disaster Recovery, Risk Management, Litigation Support, Enterprise Architecture, Consultative Selling, Document Imaging, Documentum, Taxonomy, SharePoint, Policy, Information Technology, Professional Services, Process Improvement, Team Building, Team Leadership, Teaching, Creative Writing, Writing, Sales, Information Governance
Education
Wayne State University Law School 1977 — 1981
JD, environmental law
Wayne State University 1975 — 1976
MSLS, Library Science
Oakland University 1971 — 1974
BA, English
Ferndale HS
Berkeley Research Group LLC August 2013 - Present
Skills
Mergers, Strategy Development, Transformation, Restructuring, Organizational Design, Divestitures, Balanced Scorecard, Strategic Alliances, Joint Ventures, Change Management, IPO, Performance Measurement, Customer Profitability, Financial Services, Consulting, Consumer Products, Acquisition Integration, Strategy, Mergers & Acquisitions, Strategic Planning, Sales Management..., Sales Effectiveness, Leadership Development, Financial Accounting, Business Process, Performance Improvement, Start-ups, Program Management, CRM, Business Strategy, Leadership, Business Development, Management, Process Improvement, Integration, Performance Management, Business Transformation, Business Process..., Private Equity, Business Process..., Outsourcing, Human Resources, Strategic Consulting, Management Consulting, Executive Management, IT Strategy, Shared Services, Business Intelligence, Personnel Management, Due Diligence
Education
Harvard Business School 2007 — 2007
Executive Management, New Product Development, A
New York University - Leonard N. Stern School of Business 1983 — 1989
M.B.A., Finance
University of Illinois at Urbana-Champaign 1979 — 1983
B.S., Industrial Engineering
Simsbury High School 1976 — 1979
High School, High School/Secondary Diplomas and Certificates
Berkeley Research Group LLC December 2014 - Present
Huron Consulting Group June 2007 - December 2014
New Century November 2005 - May 2007
Mattel July 2002 - November 2005
Arthur Andersen LLP June 1998 - June 2002
Northrop Grumman Corporation July 1985 - June 1998
Skills
Business Analysis, Management Consulting, Process Improvement, Litigation Support, Project Management, Vendor Management, Consulting, Business Process, IT Strategy, Litigation, Analysis, Change Management, Team Leadership, Strategy, Business Intelligence, Mergers & Acquisitions, Information Technology, Cross-functional Team..., Enterprise Software, Program Management, Business Process..., Professional Services, Governance, SaaS, IT Management, Analytics, Project Portfolio...
Education
Pepperdine University 1990 — 1992
MBA, Business Administration
Northern Illinois University 1981 — 1985
BS, Computer Science
Adreima February 2015 - Present
Berkeley Research Group LLC October 2014 - November 2014
Prism Healthcare Partners LTD August 2014 - October 2014
IMA Consulting March 2014 - June 2014
Healthcare Financial Management Association (HFMA) 1998 - 2014
Vaughan Holland Consulting November 2011 - November 2013
Children's Hospital of Wisconsin September 2010 - May 2011
Health Care Financial Strategies, Inc. May 2005 - September 2010
Hammes Company September 2007 - August 2008
DaVita December 2005 - May 2006
Skills
Process Improvement, Healthcare, Strategic Planning, Financial Analysis, Management Consulting, Revenue Cycle, Managed Care, Healthcare Consulting, Healthcare Information..., Accounts Receivable, Business Development, Healthcare Management, Hospitals, Medicaid, Healthcare Industry, Business Process..., Strategy, Analysis, Start-ups, Program Management, Management, Contract Negotiation, Mergers & Acquisitions, CRM, Budgets, Medicare, Competitive Analysis, Consulting, Operations Management, Revenue Cycle Management
Education
Indiana University - Kelley School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Management
Radford University 1990 — 1993
BBA, Finance, Accounting
McLean High School 1984 — 1988
High School Diploma
Berkeley Research Group LLC April 2015 - Present
Monster Government Solutions June 2007 - April 2015
Adecco Group - Pontoon Solutions (fka Beeline/Employer Services Corporation) 2003 - 2007
Bigfoot Interactive (fka Expression Engines/Favemail) 1999 - 2001
Skills
Executive Search, Recruiting, Leadership, Strategic Planning, Human Resources, Onboarding, Start-ups, Applicant Tracking..., Talent Acquisition, Talent Management, Temporary Placement, Sourcing, Management, Technical Recruiting, HRIS, Business Development, Employee Engagement, Program Management, Strategy, Internet Recruiting, Organizational Design, Human Capital, Private Cloud, Cloud Computing, College Recruiting, Process Improvement, CRM, Employee Training, SaaS, Business Intelligence, Employee Relations, Personnel Management, Performance Management, Position Classification
Education
Thunderbird School of Global Management 1992 — 1993
MBA
Georgetown University 1981 — 1985
BSFS
Berkeley Research Group LLC March 2011 - Present
LECG November 2005 - February 2011
Skills
Litigation Support, Bankruptcy, Forensic Accounting, Restructuring, Management Consulting, Valuation, Due Diligence, Financial Analysis, Business Valuation, Fraud, Analysis, Internal Controls, CPA, Chapter 11
Education
Michigan State University 1999 — 2003
Bachelor of Arts (B.A.), Accounting
Berkeley Research Group LLC August 2013 - Present
RyanSharkey, LLP October 2010 - August 2013
Baker Tilly (formerly Beers + Cutler) May 2004 - September 2010
Cap Gemini Ernst & Young October 2000 - December 2003
Mithun April 1999 - October 2000
Health System Technlologies (Pty) Ltd. 1998 - 1999
Skills
Strategic Planning, Operations Management, Corporate Communications, HR Strategy, Organizational..., Change Leadership, Mergers, Facilities Management, Space Planning, Change Management, Budgets, Mergers & Acquisitions, Space-planning, Personnel Management, Organizational..., Human Resources, Strategy, Staff Development, Management, Recruiting, Training, Business Development, Team Building, Leadership, Space planning
Education
Humboldt State University 1983 — 1988
BA, History
Berkeley Research Group LLC September 2011 - Present
Navigant August 2006 - August 2011
Skills
Clinical Documentation..., https://www.linkedin.com..., Certified Clinical..., Management, Process Improvement, Healthcare Information..., Management Consulting, Healthcare, Strategy, Consulting, Healthcare Consulting, Customer Service, Leadership
Education
Northeastern University 1980 — 1983
Bachelor's degree, Health Information/Medical Records Administration/Administrator
Berkeley Research Group LLC August 2011 - Present
KPMG December 2009 - July 2011
Deloitte Financial Advisory Services LLP July 2007 - November 2009
Navigant Consulting 1998 - 2007
Education
Georgetown University
Berkeley Research Group LLC April 2013 - Present
The Advisory Board Company September 2011 - March 2013
The Advisory Board Company July 2009 - July 2012
The Advisory Board Company October 2008 - July 2009
The Advisory Board Company January 2008 - October 2008
The Advisory Board Company March 2007 - October 2008
NewMarket Corporation July 2006 - March 2007
Stony Brook University March 2005 - May 2006
Skills
Data Analysis, Healthcare, Strategic Planning, Healthcare Information..., Process Improvement, Program Management, Management Consulting, Strategy, Leadership, Project Management, Analysis, Cross-functional Team..., Business Process..., Analytics, Business Intelligence, Business Analysis, Business Development, Management, Business Strategy, Competitive Analysis, Change Management, Consulting, Healthcare Management, Healthcare Consulting, Hospitals, Performance Improvement
Education
Stony Brook University 2004 — 2006
B.S.
Marymount Manhattan College 2002 — 2004
N/A
Berkeley Research Group LLC January 2015 - Present
Sheppard Mullin Richter & Hampton LLP April 2007 - July 2014
Anita Hayes pilates November 2005 - September 2012
White & Case LLP October 2005 - April 2007
Skills
Document Management, Track-It, Scanners, Adobe Acrobat, Citrix, Software Documentation, Outlook, Windows 7, Troubleshooting, Microsoft Office, Customer Service, Information Technology, Help Desk Support, Social Networking, Technical Support, Networking, Project Management
Education
Absolution - Pilates Technique Certification 2005 — 2005
Certificate of Completion, Classical Pilates Instruction
Los Angeles Trade Technical College
Associate of Arts (AA), Fashion/Apparel Design
Parkland College
Associate of Arts (AA), Data Processing Programming
Berkeley Research Group LLC March 2014 - Present
Navigant Consulting June 2002 - February 2014
Arthur Andersen 1998 - 2002
KPMG January 1986 - February 1998
Skills
Expert Witness, Litigation Support, White Collar Criminal..., Revenue Recognition, Derivatives, Business Acquisition, Business Valuation, Certified Fraud Examiner, FCPA, Forensic Accounting
Education
New Mexico State University 1981 — 1986
Bachelors of Accounting, Accounting
New Mexico State University 1981 — 1986
Bachelor's of Accountancy, Accounting
Compass-Lexecon September 2011 - Present
Berkeley Research Group LLC October 2010 - August 2011
Compass-Lexecon May 2008 - October 2010
IDS Real Estate Group March 2006 - August 2007
Skills
Data Analysis
Education
Occidental College 2002 — 2006
BA
Berkeley Research Group LLC July 2012 - Present
Argy, Wiltse & Robinson, P.C. March 2010 - July 2012
Navigant Consulting September 2009 - March 2010
Navigant Consulting August 2007 - September 2009
GlaxoSmithKline May 2006 - August 2006
Skills
Government Contracting, Cost Accounting, CAS, DCAA, Internal Controls, Compliance, Process Improvement, FAR
Education
Lehigh University 2003 — 2007
BS Accounting, Financial Accounting
Presence Health August 2015 - Present
Berkeley Research Group LLC February 2014 - August 2015
Berkeley Research Group LLC May 2013 - January 2014
Navigant August 2011 - April 2013
Cardinal Health November 2007 - September 2009
Cardinal Health September 2005 - November 2007
Hospital Products Division May 2003 - September 2003
Skills
Sales, Sales Operations, Supply Chain Management, Strategy, Process Improvement, Competitive Analysis, Healthcare, Strategic Planning, Analysis, Data Analysis, Business Process..., Project Management, Healthcare Management
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2011
MBA, Finance
Indiana University Bloomington 2001 — 2005
Business Marketing, Business
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC August 2013 - December 2014
Huron Consulting Group May 2011 - August 2013
Credit Suisse July 2010 - April 2011
Fort Worth Independent School District August 2009 - June 2010
Nurses Strengthening Our AIDS Response August 2008 - May 2009
Georgetown University 2005 - 2009
Credit Suisse May 2008 - August 2008
The Wellness Community - National August 2007 - May 2008
Georgetown University Sports Medicine August 2005 - May 2008
Skills
Healthcare, Data Analysis, Research, Process Improvement, Public Health
Education
Georgetown University 2005 — 2009
B.S., Health Care Management and Policy, as well as a background in Sociology
Eagle Pass High School
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2004 - 2015
Education
Pace University - Lubin School of Business 1983 — 1986
BBA, Public Accounting
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Intelligenz LLC March 2011 - December 2011
FTI Consulting March 2008 - January 2011
Kroll Inc. February 2002 - February 2008
Skills
Research, Analysis, Writing, Fraud, Litigation Support, Due Diligence, Private Investigations, Forensic Accounting, FCPA, AML, Computer Forensics, Risk Assessment, Risk Management, Restructuring, Internal Controls, Expert Witness, Enterprise Risk..., Internal Audit, Intelligence, Background Checks
Education
Liberty University 2009 — 2012
MBA
Universidad de Los Andes 1997 — 1998
1998
Berkeley Research Group LLC June 2014 - Present
Northwest Community Hospital Medical Group February 2014 - June 2014
Primary Cardiology 2010 - 2014
Main Stay Therapuetic Riding Program June 2005 - February 2010
D300 Foundation 2007 - 2010
Main Stay Therapeutic Riding 2005 - 2010
Skills
Healthcare, Hospitals, Nonprofits, Strategic Planning, Team Building, Public Speaking, Leadership Development, Leadership, Fundraising, Customer Service, Coaching, Healthcare Consulting, Budgets, Community Outreach, Healthcare Management, Training, Organizational..., Change Management
Education
Judson University
BA, Human Services
Berkeley Research Group LLC June 2013 - Present
Health Services Cost Review Commission January 2012 - April 2013
Xavier University August 2006 - May 2012
Berkeley Research Group LLC January 2011 - December 2011
Health Services Cost Review Commission June 1999 - August 2006
U.S. Government Accountability Office 1989 - 1995
Skills
Hospitals, Health Economics, Health Policy, Statistics, Healthcare, Data Analysis, Research, Healthcare Management, Clinical Research, Economics, Health Services Research, Healthcare Information..., Leadership, Medicaid, Medicare, Program Evaluation, Public Health
Education
Michigan State University 1984 — 1989
Ph.D., Economics
Haslam College of Business at the University of Tennessee 1980 — 1984
B.S., Economics
Berkeley Research Group LLC January 2014 - June 2014
Deloitte 2012 - 2013
Huron Consulting Group 2009 - 2012
Wellspring Partners Ltd., A Huron Consulting Practice 2009 - 2010
Tenet Healthcare 2001 - 2009
BJC HealthCare 1994 - 2001
Skills
Performance Improvement, Organizational..., Healthcare Management, Employee Relations, Healthcare Consulting, Healthcare, Onboarding, Process Improvement, Deferred Compensation, Change Management, Management Consulting, Performance Management, Organizational Design, Analysis, Employee Benefits, Personnel Management, Program Management
Education
Fontbonne University 2000 — 2002
Master of Business Administration (MBA)
Webster University
Bachelor of Arts (BA), Human Resources Management and Services
Cunningham-Limp Company October 2012 - Present
Berkeley Research Group LLC January 2011 - October 2012
Navigant Consulting November 2009 - June 2011
F.H. Martin Constructors July 2003 - September 2009
Clayco June 1999 - July 2003
DeMattia Group May 1984 - June 1999
Professional Service Industries, Inc. (PSI) June 1979 - May 1984
Skills
Construction, Civil Engineering, Construction Management, Project Planning, LEED, Expert Witness, Project Management, Engineering, Contract Management, CPM Scheduling, Value Engineering, Project Estimation, Primavera P6, MS Project, Contract Negotiation, Process Scheduler, Contractors, Subcontracting, Budgets
Education
Michigan State University 1975 — 1979
BS, Civil & Environmental Engineering
Berkeley Research Group LLC March 2011 - Present
Education
Northwestern University 1985 — 1992
Ph.D., Economics
Deloitte April 2015 - Present
Berkeley Research Group LLC January 2015 - April 2015
Berkeley Research Group LLC April 2013 - December 2014
The George Washington University Law School July 2011 - April 2013
The George Washington University Law School December 2010 - July 2011
University of Virginia August 2008 - December 2010
University of Virginia June 2008 - August 2008
University of Virginia June 2007 - August 2007
Skills
Recruiting, PowerPoint, Human Resources, College Recruiting, Social Media, Career Counseling, Leadership, Teamwork, Management, Time Management, Program Management, Personnel Management, Leadership Development, Employee Relations, Analysis, Resume Writing, Interviews
Education
The George Washington University 2011 — 2013
Master of Arts, Organizational Sciences with a concentration in Human Resources Management
Ohio University 2004 — 2008
BS, Sociology
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC January 2014 - January 2015
Berkeley Research Group LLC February 2013 - January 2014
Huron Consulting Group February 2012 - February 2013
University of Chicago Medical Center September 2011 - February 2012
University of Chicago Medical Center August 2010 - August 2011
University of Florida, College of Dentistry August 2009 - August 2010
University of Florida May 2007 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, HTML, Public Speaking, Project Management, Research, Strategic Planning, Journalism, Healthcare, Internal Communications, Process Improvement, Social Media, Editing, Event Planning, Analytics, Publications
Education
University of Florida 2008 — 2010
Master's of Arts, Mass Communications
Georgetown University 2008 — 2008
Political Journalism
University of Florida 2004 — 2008
Bachelor's of Science, Journalism
Berkeley Research Group LLC December 2014 - Present
CrossCountry Consulting May 2012 - November 2014
Synergy HomeCare April 2009 - February 2012
Kroll February 2007 - February 2009
Navigant Consulting August 2005 - February 2007
Skills
Accounting, Financial Reporting, Revenue Recognition, Change Management, Fixed Assets, Management, Access, Forensic Accounting, Analysis, Project Management, Internal Controls, Team Building, Sarbanes-Oxley Act, Process Improvement, Strategic Planning, Payroll
Education
The George Washington University - School of Business 1998 — 2000
MBA, Accounting & Finance
Lebanese American University 1994 — 1998
BS, Accounting
Berkeley Research Group LLC June 2014 - Present
Sedgwick April 2003 - June 2014
Orrick, Herrington & Sutcliffe LLP August 1998 - May 2002
Skills
Wordperfect, Outlook, Aderant, Spreadsheets, Accounting, Accounts Receivable, Invoicing, Human Resources
Education
Heald College
St. Joseph's Notre Dame H.S.
Complex Media June 2015 - Present
SinoVision English Channel March 2014 - June 2015
American FOBs 2014 - 2015
Berkeley Research Group LLC July 2014 - November 2014
BMN Optimal Management, Inc. January 2009 - May 2013
EF English First February 2010 - August 2010
Plus One Music June 2008 - August 2008
University of Chicago: Neighborhood Schools Program September 2005 - September 2007
Skills
Optimizely, JavaScript, jQuery, Bootstrap, CSS, HTML, WordPress, Google Analytics, Web Content Management, Photoshop, Research, HootSuite, Social Media, Public Relations, Microsoft Office, Music, Web Design, Editing, Teaching, Social Networking, Mac, Social Media Marketing, Premiere, After Effects, Public Speaking, Business Strategy, New Business Development, Online Advertising, Marketing, Marketing Strategy, Writing, Management, Advertising, Event Planning, SEO, Blogging
Education
King's College London, U. of London 2011 — 2012
Master’s Degree, The Morality of Intellectual Property and its Effects on Online Music
University of Chicago 2005 — 2009
Bachelor’s Degree, Economics, Music
Manhattan School of Music 2001 — 2005
Precollege Certificate, Piano, Music Theory, Solfège
The Juilliard School 1995 — 2000
Piano
A Creative Writing Agency 2015 - Present
Berkeley Research Group LLC June 2011 - 2015
GSI Commerce January 2009 - February 2010
SAIC 2007 - 2008
Skills
SQL, Cisco Technologies, Networking, Access, Visio, SDLC, Software Development, Microsoft Exchange, Windows Server, Group Policy, Databases, Screenwriter, Analysis, Operating Systems, Network Administration, Microsoft Office, Active Directory, Requirements Gathering, CompTIA, Windows, Microsoft SQL Server
Education
John Carroll University 1995 — 2000
Bachelors, Computer Science
Berkeley Research Group LLC 2014 - Present
Charles River Associates 2012 - 2014
The BVA Group LLC 2011 - 2012
Bickel & Brewer 2007 - 2011
PKF Wallast 2000 - 2007
Education
Erasmus Universiteit Rotterdam 2000 — 2002
Post-Graduate, Accountancy
Erasmus University Rotterdam 1996 — 2001
LL.M., Tax Law
Erasmus University Rotterdam 1995 — 2001
M.Sc., Economics
Fenwick & West October 2015 - Present
United States District Court for the Northern District of Illinois January 2015 - April 2015
Berkeley Research Group LLC May 2014 - August 2014
Yi Man Law Firm October 2011 - April 2012
AllBright Law Offices January 2011 - April 2011
Philips July 2009 - February 2010
Skills
Chinese, English, Microsoft Excel, Microsoft Office, Mandarin, Climate Change, Legal Research, Legal Writing
Education
Northwestern University School of Law 2013 — 2015
JD/LLM in Taxation
University of Iowa College of Law 2012 — 2013
Doctor of Law (JD), Law
Fudan University 2006 — 2010
B.S., Environmental Science
University of California, Santa Barbara 2008 — 2009
non-degree program, Environmental Study
Berkeley Research Group LLC February 2012 - Present
Duff & Phelps 2010 - February 2012
Navigant Consulting 1982 - 2010
Peterson Consulting August 1982 - September 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management
PhD, Business
University of Notre Dame - Mendoza College of Business 1978 — 1982
B.B.A., Finance
Navigant August 2014 - Present
Berkeley Research Group LLC August 2012 - August 2014
The Northern Trust Company October 2005 - August 2010
Skills
Data Analysis, Financial Modeling, Valuation, Management Consulting, Financial Analysis, Economics, Strategy, Due Diligence, Analytics, Market Research, Business Development, Analysis, Business Strategy, SAS, Business Analysis, Corporate Finance, Business Process..., Project Management, Process Improvement, Program Management, Competitive Analysis
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
Marquette University 2001 — 2005
Bachelor's degree, Economics
London School of Economics and Political Science 2003 — 2004
Economics
East Grand Rapids High School
Berkeley Research Group LLC 2012 - Present
R3 Health Solutions 2012 - Present
Thomas Jefferson University Medical School 2007 - Present
Navigant Consulting 2007 - June 2011
Navigant Consulting Incorporated December 2006 - June 2011
DJ Iber 2007 - 2010
HP3 January 2001 - December 2007
Thomas Jefferson University Medical School November 1976 - December 2007
Bryn Mawr, PA January 1973 - January 2005
Family Practice January 1975 - January 1999
Skills
Healthcare Consulting, Physician Education, Physician, Public Speaking, Clinical Documentation..., Hospital Management, Management, Medical Writing
Education
University of Pennsylvania School of Medicine 1967 — 1971
MD
University of Pennsylvania 1963 — 1967
BA, Biology
Lehigh University
MBA, Management 2003
Berkeley Research Group LLC 2011 - Present
Kerry Ruoff, CPA 2008 - 2011
Kroll Inc. 1999 - 2008
Hoeberlein Associates, LLC 1996 - 1999
BDO Seidman, LLP 1995 - 1996
Arthur Andersen, LLP 1985 - 1995
Education
Pace University - Lubin School of Business
BBA, Accounting
Berkeley Research Group LLC November 2013 - May 2015
Country Club of Peoria January 2012 - October 2013
Bloomington Country Club May 2011 - October 2011
Skills
Catering, Hospitality, Food & Beverage, Banquets, Hospitality Management
Education
Eastern Illinois University 2009 — 2011
Family & Consumer Sciences, Hospitality Management
Berkeley Research Group LLC January 2012 - Present
Berkeley Research Group LLC 2012 - 2012
Navigant 1988 - 2011
Peterson consulting 1985 - 1998
Education
Michigan Technological University
Bachelor of Science (BS), Business Administration and Management, General
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC August 2013 - January 2015
Education
Georgetown University 2009 — 2013
BA, Economics
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berkeley Research Group LLC September 2013 - Present
Navigant Consulting Inc September 2008 - September 2013
Park Nicollet Health Services October 2000 - September 2008
On Call Clinicians 1998 - 1999
Skills
Healthcare, Healthcare Information..., Informatics, HIPAA, Inpatient, Cerner, Medicare, Managed Care, Medicaid, Epic Systems, Quality Control, Workshop Facilitation, Pharmaceutical Industry, Management Consulting, Marketing, Healthcare Industry, Documentations, Documentation, EHR, Healthcare Consulting
Education
North Dakota State University 1985 — 1988
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Montana State University-Billings 1983 — 1985
Berkeley Research Group LLC December 2014 - Present
Fleury Estate Winery June 2014 - December 2014
Sonoma State University January 2011 - January 2012
Skills
Computer programming, Statistics, Statistical Software, R, SPSS, SAS programming, Research, Microsoft Excel, Microsoft Office, PowerPoint, C++, Microsoft Word, Analysis, Probability
Education
Sonoma State University 2010 — 2012
B.S, Statistics
Napa Valley College 2007 — 2010
Certificate, Geographic Information Systems
Berkeley Research Group LLC November 2011 - Present
Skills
Healthcare Consulting, Healthcare Industry, Financial Modeling, Analysis, Analytics
Education
Loyola University Maryland 1996 — 1998
Master of Business Administration (MBA), Accounting
Berkeley Research Group LLC March 2015 - Present
Garrison Investment Group August 2008 - March 2015
Lehman Brothers April 2000 - August 2008
The CIT Group February 1996 - April 2000
PNC Bank / Midlantic Bank January 1994 - February 1996
First Fidelity Bank February 1988 - December 1993
Skills
Private Equity, Loans, Real Estate, Hedge Funds, Fixed Income, Investment Banking, Equities, Capital Markets, Asset Management, Due Diligence, Portfolio Management, Valuation, Structured Finance, Financial Structuring, Mergers & Acquisitions, Investments, Leveraged Finance, Financial Modeling
Education
Rutgers University 1984 — 1988
Bachelor of Science (B.S.), Business Management
Monmouth University 1992 — 1994
Master of Business Administration (M.B.A.), Concentration in Finance
Berkeley Research Group LLC May 2012 - Present
Self-employed January 1990 - Present
First Hospital Corporation/ FHC Options November 1987 - December 1990
Henrico County Community Services Board November 1985 - November 1987
Skills
Public Speaking, Mental Health, Psychotherapy, Treatment, Nonprofits
Education
University of Virginia 1986 — 1988
Forensic Examiner, Institute of Law, Psychiatry and Public Policy
Kent State University 1980 — 1984
Doctor of Philosophy (Ph.D.), Psychology
Internship Lima State Hospital for the Criminally Insane, Lima, Ohio 1979 — 1981
Kent State University 1977 — 1980
Master's degree, Psychology
Kent State University 1970 — 1977
Bachelor's degree, Art Therapy/Education
Hiram College 1975 — 1976
Internship Art Therapy, Cleveland Clinic, Cleveland, Ohio
Hiram College 1974 — 1975
Internship Children's Psychology, Beech Brook Children's Treatment, Cleveland, Ohio