CMF Associates
Industry: Company
DescriptionFounded: 2002 Parent organization: CBIZ, Inc.
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CMF Associates Employees
Employee
Years
Job
Industry
Brian J. Dwyer Brian J. Dwyer's CMF Associates Experience January 2014 - Present
Job Principal at CMF Associates
Industry Venture Capital & Private Equity
Experience
CMF Associates January 2014 - Present
Element Partners November 2009 - November 2013
CMF Associates August 2007 - November 2009
Morgan Stanley 2006 - 2007
Education
Villanova University 2013 — 2015
Executive MBA - Villanova School of Business
Saint Joseph's University - Erivan K. Haub School of Business
B.S. in International Business, Economics and Italian
The American University of Rome
International Business and Economics, International Business/Trade/Commerce
CMF Associates January 2014 - Present
Element Partners November 2009 - November 2013
CMF Associates August 2007 - November 2009
Morgan Stanley 2006 - 2007
Education
Villanova University 2013 — 2015
Executive MBA - Villanova School of Business
Saint Joseph's University - Erivan K. Haub School of Business
B.S. in International Business, Economics and Italian
The American University of Rome
International Business and Economics, International Business/Trade/Commerce
Ashley Dunbar Ashley Dunbar's CMF Associates Experience March 2015 - Present
Job
Industry Accounting
Experience
CMF Associates March 2015 - Present
Education
Central Michigan University 2004 — 2007
BSBA, Accounting and Finance
CMF Associates March 2015 - Present
Education
Central Michigan University 2004 — 2007
BSBA, Accounting and Finance
Casey O'Rourke, Jr. Casey O'Rourke, Jr.'s CMF Associates Experience May 2012 - May 2014
Job Associate Business Development at Argosy Private Equity
Industry Venture Capital & Private Equity
Experience
Argosy Private Equity 2014 - Present
CMF Associates May 2012 - May 2014
JPMorgan Chase August 2011 - May 2012
Lower Merion Lacrosse January 2011 - October 2011
Professional Transcription Services, Inc. February 2010 - August 2011
Skills
Business Development, New Business Development, Start-ups, Healthcare, Mergers, Public Speaking, Sales, Fundraising, Marketing, Deal Flow, Deal Sourcing, Mergers & Acquisitions, LBO, Private Equity, Divestitures, Corporate Finance, Entrepreneurship, Strategy, Corporate Development, Strategic Partnerships, Executive Management, Acquisitions
Education
University of Pennsylvania 2005 — 2009
BA, History
The Haverford School 2001 — 2005
High School
Argosy Private Equity 2014 - Present
CMF Associates May 2012 - May 2014
JPMorgan Chase August 2011 - May 2012
Lower Merion Lacrosse January 2011 - October 2011
Professional Transcription Services, Inc. February 2010 - August 2011
Skills
Business Development, New Business Development, Start-ups, Healthcare, Mergers, Public Speaking, Sales, Fundraising, Marketing, Deal Flow, Deal Sourcing, Mergers & Acquisitions, LBO, Private Equity, Divestitures, Corporate Finance, Entrepreneurship, Strategy, Corporate Development, Strategic Partnerships, Executive Management, Acquisitions
Education
University of Pennsylvania 2005 — 2009
BA, History
The Haverford School 2001 — 2005
High School
Nicole (Nikki) Snyder Nicole (Nikki) Snyder's CMF Associates Experience April 2014 - September 2014
Job Senior Accounting and Legal Studies Major in pursuit of CPA
Industry Accounting
Experience
CMF Associates April 2014 - September 2014
Specialty Audit Services April 2013 - November 2013
Susquehanna International Group March 2012 - December 2012
Speakman Company June 2011 - September 2011
Skills
Microsoft Office, Google Docs, PowerPoint, Microsoft Excel, Financial Analysis, Finance
Education
Drexel University 2010 — 2015
Bachelor of Science (BS) in Business Administration, Accounting and Legal Studies Major, Communications/PR Minor, Senior
CMF Associates April 2014 - September 2014
Specialty Audit Services April 2013 - November 2013
Susquehanna International Group March 2012 - December 2012
Speakman Company June 2011 - September 2011
Skills
Microsoft Office, Google Docs, PowerPoint, Microsoft Excel, Financial Analysis, Finance
Education
Drexel University 2010 — 2015
Bachelor of Science (BS) in Business Administration, Accounting and Legal Studies Major, Communications/PR Minor, Senior
Hans Bastien's CMF Associates Experience July 2009 - June 2010
Job Entrepreneurship
Industry Banking
Experience
Santander Bank, N.A. 2013 - Present
Deal Group 2010 - 2013
Boathouse Capital April 2012 - December 2012
CMF Associates July 2009 - June 2010
WaMu April 2007 - January 2009
Allegiance BanK 2009 - 2009
Sterling National Bank 2004 - 2005
Skills
Financial Modeling, Capital IQ, DCF Valuation, Private Equity, Mergers, Investment Banking, Due Diligence, Venture Capital, Investments, Deal Sourcing
Education
Investment Banking Institute 2013 — 2013
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston College
Bachelor of Science (BS)
School of Hard Knocks
Santander Bank, N.A. 2013 - Present
Deal Group 2010 - 2013
Boathouse Capital April 2012 - December 2012
CMF Associates July 2009 - June 2010
WaMu April 2007 - January 2009
Allegiance BanK 2009 - 2009
Sterling National Bank 2004 - 2005
Skills
Financial Modeling, Capital IQ, DCF Valuation, Private Equity, Mergers, Investment Banking, Due Diligence, Venture Capital, Investments, Deal Sourcing
Education
Investment Banking Institute 2013 — 2013
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston College
Bachelor of Science (BS)
School of Hard Knocks
Stephen Bono Stephen Bono's CMF Associates Experience June 2012 - September 2012
Job Consulting Associate at CMF Associates, LLC
Industry Financial Services
Experience
CMF Associates, LLC September 2013 - Present
CMF Associates June 2012 - September 2012
Independent Wealth Strategies, Office of MetLife June 2010 - August 2010
Trumark Financial Credit Union June 2006 - August 2009
Skills
Finance, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Customer Service, Financial Reporting, Marketing, Mergers & Acquisitions, Recruiting, Data Analysis, Budgets, Access, Due Diligence, Forecasting, Analysis, Financial Modeling, Corporate Finance, Human Resources, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2013
Bachelor of Business Administration (BBA), Finance
CMF Associates, LLC September 2013 - Present
CMF Associates June 2012 - September 2012
Independent Wealth Strategies, Office of MetLife June 2010 - August 2010
Trumark Financial Credit Union June 2006 - August 2009
Skills
Finance, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Customer Service, Financial Reporting, Marketing, Mergers & Acquisitions, Recruiting, Data Analysis, Budgets, Access, Due Diligence, Forecasting, Analysis, Financial Modeling, Corporate Finance, Human Resources, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Harvey L. Schein's CMF Associates Experience January 2012 - October 2013
Job
Industry Telecommunications
Experience
Ontegrity November 2013 - Present
CMF Associates January 2012 - October 2013
The Huck Group 2010 - December 2011
Tagsys RFID Group, Inc. 2007 - 2009
AccountAbility Outsourcing 2004 - 2006
ChipWrights 2002 - 2004
BroadcastAmerica.com, Inc. 1999 - 2001
Lexicon, Inc 1984 - 1998
Solid State Technology, Inc 1979 - 1984
PricewaterhouseCoopers 1975 - 1979
Skills
Forecasting, Mergers, IPO, Private Equity, Budgets, Internal Controls, Tax, Managerial Finance, Finance, Treasury, Business Analysis, Cost Accounting, Mergers & Acquisitions, Risk Management, Auditing, Financial Reporting, Process Improvement, Negotiation, Strategic Planning, Business Planning, Financial Analysis, Financial Accounting, Accounting, Business Strategy, Management Consulting, Financial Modeling, Revenue Recognition, Start-ups, Due Diligence, Business Process..., Leadership, Venture Capital, Restructuring, Strategic Financial..., SEC filings, Business Valuation, Portfolio Management, Corporate Finance, Executive Management, Acquisition Integration, Corporate Development, Working Capital..., Cash Management, Financial Planning
Education
Boston University Questrom School of Business
BSBA
Ontegrity November 2013 - Present
CMF Associates January 2012 - October 2013
The Huck Group 2010 - December 2011
Tagsys RFID Group, Inc. 2007 - 2009
AccountAbility Outsourcing 2004 - 2006
ChipWrights 2002 - 2004
BroadcastAmerica.com, Inc. 1999 - 2001
Lexicon, Inc 1984 - 1998
Solid State Technology, Inc 1979 - 1984
PricewaterhouseCoopers 1975 - 1979
Skills
Forecasting, Mergers, IPO, Private Equity, Budgets, Internal Controls, Tax, Managerial Finance, Finance, Treasury, Business Analysis, Cost Accounting, Mergers & Acquisitions, Risk Management, Auditing, Financial Reporting, Process Improvement, Negotiation, Strategic Planning, Business Planning, Financial Analysis, Financial Accounting, Accounting, Business Strategy, Management Consulting, Financial Modeling, Revenue Recognition, Start-ups, Due Diligence, Business Process..., Leadership, Venture Capital, Restructuring, Strategic Financial..., SEC filings, Business Valuation, Portfolio Management, Corporate Finance, Executive Management, Acquisition Integration, Corporate Development, Working Capital..., Cash Management, Financial Planning
Education
Boston University Questrom School of Business
BSBA
Seth Goldblum Seth Goldblum's CMF Associates Experience May 2005 - Present
Job Managing Director at CMF Associates, LLC
Industry Venture Capital & Private Equity
Experience
National Adoption Center 2010 - Present
CMF Associates May 2005 - Present
National Adoption Center 2010 - 2012
CMF Associates 2005 - 2008
Vertical Screen May 2002 - April 2005
Deloitte September 1993 - May 2002
Deloitte & Touche LLP 1993 - 2001
Skills
Mergers, Private Equity, Due Diligence, Financial Modeling, Venture Capital, Corporate Finance, Restructuring, Internal Controls, Financial Analysis, Strategic Planning, Valuation, Financial Reporting, Finance, Managerial Finance, Start-ups, Forecasting, Mergers & Acquisitions, Capital Markets, IPO, Executive Management, SEC filings, Management, Business Valuation, Accounting, Investments, Corporate Development
Education
Temple University - Fox School of Business and Management 1990 — 1993
BBA, Accounting
Council Rock High School 1987 — 1989
Bensalem High School 1986 — 1987
National Adoption Center 2010 - Present
CMF Associates May 2005 - Present
National Adoption Center 2010 - 2012
CMF Associates 2005 - 2008
Vertical Screen May 2002 - April 2005
Deloitte September 1993 - May 2002
Deloitte & Touche LLP 1993 - 2001
Skills
Mergers, Private Equity, Due Diligence, Financial Modeling, Venture Capital, Corporate Finance, Restructuring, Internal Controls, Financial Analysis, Strategic Planning, Valuation, Financial Reporting, Finance, Managerial Finance, Start-ups, Forecasting, Mergers & Acquisitions, Capital Markets, IPO, Executive Management, SEC filings, Management, Business Valuation, Accounting, Investments, Corporate Development
Education
Temple University - Fox School of Business and Management 1990 — 1993
BBA, Accounting
Council Rock High School 1987 — 1989
Bensalem High School 1986 — 1987
Annie Geckle Annie Geckle's CMF Associates Experience June 2012 - August 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
CMF Associates June 2012 - August 2012
Skills
Microsoft Office, Recruiting, Executive Search, Microsoft Word, Financial Accounting, Salesforce.com, Interviews, Sourcing, Research, Outlook, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Teamwork
Education
University of Richmond 2010 — 2014
Bachelor of Science (BS), Accounting
Vysoká škola ekonomická v Praze 2012 — 2012
Agnes Irwin 2006 — 2010
PwC September 2014 - Present
PwC June 2013 - August 2013
CMF Associates June 2012 - August 2012
Skills
Microsoft Office, Recruiting, Executive Search, Microsoft Word, Financial Accounting, Salesforce.com, Interviews, Sourcing, Research, Outlook, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Teamwork
Education
University of Richmond 2010 — 2014
Bachelor of Science (BS), Accounting
Vysoká škola ekonomická v Praze 2012 — 2012
Agnes Irwin 2006 — 2010
Justin Dixon's CMF Associates Experience May 2010 - August 2011
Job MBA Candidate AIRS Certified Recruiting Pro Connecting Technology Professionals with Career Opportunities @Comcast.
Industry Staffing and Recruiting
Experience
Comcast February 2014 - Present
Philadelphia SHRM November 2010 - Present
Cielo Talent February 2014 - October 2014
Stroll September 2011 - February 2014
CMF Associates May 2010 - August 2011
ADP December 2009 - May 2010
Aerotek March 2008 - December 2009
Aerotek November 2006 - March 2008
Skills
Recruiting, Sourcing, Talent Management, Applicant Tracking..., Executive Search, Human Resources, Interviews, Account Management, Talent Acquisition, CRM, Management, Contract Recruitment, Temporary Placement, Vendor Management, Social Media, Strategy, Process Improvement, New Business Development, Temporary Staffing, Employee Relations, Online Marketing, Business Development, Benefits Negotiation, E-commerce, Technical Recruiting, Strategic Planning, Staffing Services, Networking, Social Networking, Internet Recruiting, Full-cycle Recruiting, Sales, Hiring, Consulting, Performance Management, Marketing, Training, Sales Operations, Personnel Management, Onboarding, Selling, Cold Calling, College Recruiting, Employee Engagement, Negotiation, Customer Retention, Employer Branding, Screening, SuccessFactors, iCIMS
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (M.B.A.), Business Management, Finance and Corporate Strategy
Temple University 2012 — 2012
Certificate, Leadership and Management
Bloomsburg University of Pennsylvania 2002 — 2006
Bachelors of Business Administration, Business Management
Comcast February 2014 - Present
Philadelphia SHRM November 2010 - Present
Cielo Talent February 2014 - October 2014
Stroll September 2011 - February 2014
CMF Associates May 2010 - August 2011
ADP December 2009 - May 2010
Aerotek March 2008 - December 2009
Aerotek November 2006 - March 2008
Skills
Recruiting, Sourcing, Talent Management, Applicant Tracking..., Executive Search, Human Resources, Interviews, Account Management, Talent Acquisition, CRM, Management, Contract Recruitment, Temporary Placement, Vendor Management, Social Media, Strategy, Process Improvement, New Business Development, Temporary Staffing, Employee Relations, Online Marketing, Business Development, Benefits Negotiation, E-commerce, Technical Recruiting, Strategic Planning, Staffing Services, Networking, Social Networking, Internet Recruiting, Full-cycle Recruiting, Sales, Hiring, Consulting, Performance Management, Marketing, Training, Sales Operations, Personnel Management, Onboarding, Selling, Cold Calling, College Recruiting, Employee Engagement, Negotiation, Customer Retention, Employer Branding, Screening, SuccessFactors, iCIMS
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (M.B.A.), Business Management, Finance and Corporate Strategy
Temple University 2012 — 2012
Certificate, Leadership and Management
Bloomsburg University of Pennsylvania 2002 — 2006
Bachelors of Business Administration, Business Management
Susan Busch Susan Busch's CMF Associates Experience July 2006 - January 2011
Job English Language Arts Teacher Ninth Grade at Renaissance Academy Charter School
Industry Writing and Editing
Experience
Renaissance Academy Charter School August 2013 - Present
Various Clients April 2005 - August 2013
Council Rock School District August 2012 - June 2013
Abington School District August 2011 - June 2012
Abington School District January 2011 - April 2011
CMF Associates July 2006 - January 2011
Vertical Screen April 2002 - December 2006
North American Publishing Company (NAPCO) July 1997 - April 2002
Earle Palmer Brown December 1994 - July 1997
Lindhult & Jones June 1993 - December 1994
Skills
Editing, Publishing, Technical Writing, Corporate Communications, Editorial, Teaching, Classroom, English, English Literature, English grammar, Research, Literature, Creative Writing, Magazines, Blogging, Copy Editing, Non-fiction, Proofreading, Writing
Education
Saint Joseph's University 2010 — 2014
Master's in Education/Teaching Certification, Secondary Education - English
Cedar Crest College 1989 — 1993
B.A., English/Communications
Souderton Area High School
Renaissance Academy Charter School August 2013 - Present
Various Clients April 2005 - August 2013
Council Rock School District August 2012 - June 2013
Abington School District August 2011 - June 2012
Abington School District January 2011 - April 2011
CMF Associates July 2006 - January 2011
Vertical Screen April 2002 - December 2006
North American Publishing Company (NAPCO) July 1997 - April 2002
Earle Palmer Brown December 1994 - July 1997
Lindhult & Jones June 1993 - December 1994
Skills
Editing, Publishing, Technical Writing, Corporate Communications, Editorial, Teaching, Classroom, English, English Literature, English grammar, Research, Literature, Creative Writing, Magazines, Blogging, Copy Editing, Non-fiction, Proofreading, Writing
Education
Saint Joseph's University 2010 — 2014
Master's in Education/Teaching Certification, Secondary Education - English
Cedar Crest College 1989 — 1993
B.A., English/Communications
Souderton Area High School
Frederick Dreibholz's CMF Associates Experience February 2011 - November 2012
Job Chief Financial Officer at Quaker Steak & Lube
Industry Restaurants
Experience
Quaker Steak & Lube November 2012 - Present
CMF Associates February 2011 - November 2012
Souper Salad / Grandy's June 2009 - August 2010
Fitness Together Holdings, Inc. August 2006 - June 2009
Champps Entertainment, Inc. November 1999 - September 2005
Compass Group: Flik International November 1987 - September 1997
LSG Sky Chefs July 1977 - June 1987
Skills
Accounting, Mergers, Real Estate, Restaurants, Hospitality, Consumer Products, Financial Systems..., Inventory Management, Mergers & Acquisitions, Business Planning, Start-ups, Executive Management, Negotiation, Private Equity, Strategic Planning, Tax, Business Development, Income Statement, Risk Management, Franchising, Management, Leadership, Strategic Financial..., Budgets, Analysis, Human Resources, Financial Analysis, Marketing, Forecasting
Education
Marquette University 1985 — 1987
MBA, Finance and Accounting
Cornell University 1973 — 1977
BS, Hotel Administration
Pittsburgh Central Catholic 1969 — 1973
High School, College Prepatory
Quaker Steak & Lube November 2012 - Present
CMF Associates February 2011 - November 2012
Souper Salad / Grandy's June 2009 - August 2010
Fitness Together Holdings, Inc. August 2006 - June 2009
Champps Entertainment, Inc. November 1999 - September 2005
Compass Group: Flik International November 1987 - September 1997
LSG Sky Chefs July 1977 - June 1987
Skills
Accounting, Mergers, Real Estate, Restaurants, Hospitality, Consumer Products, Financial Systems..., Inventory Management, Mergers & Acquisitions, Business Planning, Start-ups, Executive Management, Negotiation, Private Equity, Strategic Planning, Tax, Business Development, Income Statement, Risk Management, Franchising, Management, Leadership, Strategic Financial..., Budgets, Analysis, Human Resources, Financial Analysis, Marketing, Forecasting
Education
Marquette University 1985 — 1987
MBA, Finance and Accounting
Cornell University 1973 — 1977
BS, Hotel Administration
Pittsburgh Central Catholic 1969 — 1973
High School, College Prepatory
Justin Carey Justin Carey's CMF Associates Experience April 2014 - Present
Job Manager, Executive Search at CMF Associates
Industry Venture Capital & Private Equity
Experience
CMF Associates April 2014 - Present
Farmers Insurance June 2011 - March 2014
RETS Associates August 2010 - June 2011
Matt Henry Group February 2002 - August 2010
Skills
Sourcing, Sales, Interview Preparation, Resume, Customer Acquisition, Negotiation, Real Estate, Talent Management, Recruiting, Strategic Planning, New Business Development, Workers Compensation, Insurance, Business Development, Talent Acquisition, Account Management, Applicant Tracking..., Leadership, Cold Calling, Building Relationships, Human Resources, Training, Finance, Coaching, Performance Management, Employee Benefits, Strategy, Employee Relations, Mergers & Acquisitions, College Recruiting
Education
University of Pennsylvania 1997 — 2001
BA, Political Science
Penn Charter
CMF Associates April 2014 - Present
Farmers Insurance June 2011 - March 2014
RETS Associates August 2010 - June 2011
Matt Henry Group February 2002 - August 2010
Skills
Sourcing, Sales, Interview Preparation, Resume, Customer Acquisition, Negotiation, Real Estate, Talent Management, Recruiting, Strategic Planning, New Business Development, Workers Compensation, Insurance, Business Development, Talent Acquisition, Account Management, Applicant Tracking..., Leadership, Cold Calling, Building Relationships, Human Resources, Training, Finance, Coaching, Performance Management, Employee Benefits, Strategy, Employee Relations, Mergers & Acquisitions, College Recruiting
Education
University of Pennsylvania 1997 — 2001
BA, Political Science
Penn Charter
Nina Cammarano's CMF Associates Experience January 2015 - Present
Job Associate at CMF Associates
Industry Staffing and Recruiting
Experience
CMF Associates January 2015 - Present
CMF Associates April 2013 - Present
J.G. Wentworth November 2012 - March 2013
Immaculata University November 2010 - September 2012
Immaculata University July 2008 - October 2010
Skills
College Recruiting, Editing, News Writing, Creative Writing, Social Media, Social Media Marketing, Public Speaking, Higher Education, Media Relations, Press Releases, Resume Writing, Customer Service, Student Recruiting, Application Processing, Recruiting, Interviews, Social Networking, Facebook, Event Planning, Strategic Planning, Fundraising, Time Management, Leadership, Event Management, Executive Search, Business Networking
Education
Immaculata University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
CMF Associates January 2015 - Present
CMF Associates April 2013 - Present
J.G. Wentworth November 2012 - March 2013
Immaculata University November 2010 - September 2012
Immaculata University July 2008 - October 2010
Skills
College Recruiting, Editing, News Writing, Creative Writing, Social Media, Social Media Marketing, Public Speaking, Higher Education, Media Relations, Press Releases, Resume Writing, Customer Service, Student Recruiting, Application Processing, Recruiting, Interviews, Social Networking, Facebook, Event Planning, Strategic Planning, Fundraising, Time Management, Leadership, Event Management, Executive Search, Business Networking
Education
Immaculata University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
David Haslam's CMF Associates Experience August 2015 - Present
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
CMF Associates August 2015 - Present
Education
Boston College 1999 — 2003
Bachelor of Science
CMF Associates August 2015 - Present
Education
Boston College 1999 — 2003
Bachelor of Science
Jerry Walsh Jerry Walsh's CMF Associates Experience October 2007 - June 2011
Job Chief Financial Officer at Ulticom, Inc.
Industry Information Technology and Services
Experience
Ulticom Inc. June 2011 - Present
CMF Associates October 2007 - June 2011
Phoenix Management Services February 2006 - September 2007
Wood Flooring International December 2001 - February 2006
JBA (INFOR Global Solutions)/CLARUS Corporation March 1999 - December 2001
DELOITTE, LLP & MULTIPLE COMPANIES EARLY CAREER July 1984 - March 1999
Skills
Mergers, Due Diligence, Budgeting, Cash Flow, Private Equity, Mergers & Acquisitions, Budgets, Strategy, Cash Management, Operations Management, Sarbanes-Oxley Act, Finance, Process Improvement, Auditing, CPA, Portfolio Management, Risk Management, Business Valuation, Accounting, Financial Accounting, Project Management, Restructuring, Forecasting, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Start-ups, Contract Negotiation, Internal Controls, SEC filings, Internal Audit, Management, Managerial Finance, Business Development, Tax, Financial Reporting, Strategic Planning, GAAP, Strategic Financial..., Business Strategy
Education
Drexel University 1979 — 1984
BS, Business Administration/Accounting
Drexel University - LeBow College of Business 1979 — 1984
BS, Business Administration/Accounting
Ulticom Inc. June 2011 - Present
CMF Associates October 2007 - June 2011
Phoenix Management Services February 2006 - September 2007
Wood Flooring International December 2001 - February 2006
JBA (INFOR Global Solutions)/CLARUS Corporation March 1999 - December 2001
DELOITTE, LLP & MULTIPLE COMPANIES EARLY CAREER July 1984 - March 1999
Skills
Mergers, Due Diligence, Budgeting, Cash Flow, Private Equity, Mergers & Acquisitions, Budgets, Strategy, Cash Management, Operations Management, Sarbanes-Oxley Act, Finance, Process Improvement, Auditing, CPA, Portfolio Management, Risk Management, Business Valuation, Accounting, Financial Accounting, Project Management, Restructuring, Forecasting, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Start-ups, Contract Negotiation, Internal Controls, SEC filings, Internal Audit, Management, Managerial Finance, Business Development, Tax, Financial Reporting, Strategic Planning, GAAP, Strategic Financial..., Business Strategy
Education
Drexel University 1979 — 1984
BS, Business Administration/Accounting
Drexel University - LeBow College of Business 1979 — 1984
BS, Business Administration/Accounting
Wendy St. Dennis's CMF Associates Experience July 2009 - July 2011
Job Civil Litigation Paralegal
Industry Legal Services
Experience
Stamoulis & Weinblatt LLC May 2013 - Present
Brandeis University September 2012 - May 2014
Town of Elizabethtown May 2013 - December 2013
Peirce College October 2011 - April 2012
CMF Associates July 2009 - July 2011
Korn/Ferry International March 2006 - March 2009
Fish & Richardson P.C. 2003 - 2006
Grant & Eisenhofer 2002 - 2003
Manko, Gold & Katcher 1993 - 2002
Berger & Montague, PC 1987 - 1993
Skills
Management, Litigation Support, Civil Litigation, E-file, Program Management, Microsoft Office, Interviews, Event Planning, Contract Negotiation, Onboarding, Executive Search, CRM, Business Development, Budgets, Project Management, Time Management, Project Coordination, Team Leadership, Office Administration, Customer Retention, Travel Planning, Sales Operations, Team Building, Database Admin, Supervisory Skills, Leadership, Critical Thinking, Trial Preparation, Virtual Assistance, Process Development, Database Management, Contract Negotiations, Budget Tracking, IT Strategy, Meeting Planning, CRM software, Report Generation, Learn New Software..., QuickBooks, MS Project
Education
Brandeis University 2012 — 2014
Master of Science (MS)
Peirce College 2008 — 2012
Bachelor of Science
Peirce College 2005 — 2008
Associate
The PJA School 2000 — 2003
Certificate
Abraham Lincoln High School 1975 — 1979
Stamoulis & Weinblatt LLC May 2013 - Present
Brandeis University September 2012 - May 2014
Town of Elizabethtown May 2013 - December 2013
Peirce College October 2011 - April 2012
CMF Associates July 2009 - July 2011
Korn/Ferry International March 2006 - March 2009
Fish & Richardson P.C. 2003 - 2006
Grant & Eisenhofer 2002 - 2003
Manko, Gold & Katcher 1993 - 2002
Berger & Montague, PC 1987 - 1993
Skills
Management, Litigation Support, Civil Litigation, E-file, Program Management, Microsoft Office, Interviews, Event Planning, Contract Negotiation, Onboarding, Executive Search, CRM, Business Development, Budgets, Project Management, Time Management, Project Coordination, Team Leadership, Office Administration, Customer Retention, Travel Planning, Sales Operations, Team Building, Database Admin, Supervisory Skills, Leadership, Critical Thinking, Trial Preparation, Virtual Assistance, Process Development, Database Management, Contract Negotiations, Budget Tracking, IT Strategy, Meeting Planning, CRM software, Report Generation, Learn New Software..., QuickBooks, MS Project
Education
Brandeis University 2012 — 2014
Master of Science (MS)
Peirce College 2008 — 2012
Bachelor of Science
Peirce College 2005 — 2008
Associate
The PJA School 2000 — 2003
Certificate
Abraham Lincoln High School 1975 — 1979
Bradford Glass's CMF Associates Experience 2004 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
CMF Associates 2004 - Present
Amega Business Solutions, Inc. 2002 - Present
Skills
Process Improvement, Financial Analysis, Private Equity, Financial Modeling, Finance, Analysis, Microsoft Excel, Financial Accounting, Mergers & Acquisitions, Corporate Finance, Managerial Finance, Financial Reporting, Internal Controls, Due Diligence, Accounting, Forecasting, Project Management, Internal Audit
Education
Grove City College 1988 — 1992
BS, Financial Management
CMF Associates 2004 - Present
Amega Business Solutions, Inc. 2002 - Present
Skills
Process Improvement, Financial Analysis, Private Equity, Financial Modeling, Finance, Analysis, Microsoft Excel, Financial Accounting, Mergers & Acquisitions, Corporate Finance, Managerial Finance, Financial Reporting, Internal Controls, Due Diligence, Accounting, Forecasting, Project Management, Internal Audit
Education
Grove City College 1988 — 1992
BS, Financial Management
Robert Rostron Robert Rostron's CMF Associates Experience April 2012 - Present
Job Director at CMF Associates
Industry Financial Services
Experience
CMF Associates April 2012 - Present
Deloitte & Touche LLP January 2003 - March 2012
beMANY / Energy.com Corp. April 2000 - December 2002
Arthur Andersen July 1994 - April 2000
Skills
Mergers, Due Diligence, Audit, Operational Due..., Venture Capital, Investors, Private Equity, Risk, SEC reporting, Internal Controls, Financial Reporting, Technical Accounting, Accounting, Mergers & Acquisitions, Auditing, SEC filings, Strategy, Finance, Restructuring, Start-ups, Financial Risk, Financial Modeling, Financial Analysis, SEC Filings
Education
University at Albany, SUNY 1990 — 1994
Bachelors of Science, Accounting and Business, Honors
CMF Associates April 2012 - Present
Deloitte & Touche LLP January 2003 - March 2012
beMANY / Energy.com Corp. April 2000 - December 2002
Arthur Andersen July 1994 - April 2000
Skills
Mergers, Due Diligence, Audit, Operational Due..., Venture Capital, Investors, Private Equity, Risk, SEC reporting, Internal Controls, Financial Reporting, Technical Accounting, Accounting, Mergers & Acquisitions, Auditing, SEC filings, Strategy, Finance, Restructuring, Start-ups, Financial Risk, Financial Modeling, Financial Analysis, SEC Filings
Education
University at Albany, SUNY 1990 — 1994
Bachelors of Science, Accounting and Business, Honors
John Oliver John Oliver's CMF Associates Experience 2012 - Present
Job CFO | CRO | Private Equity Executive | Senior Advisor with a Business Transformation & Operations DNA
Industry Management Consulting
Experience
CMF Associates 2012 - Present
Oliver Wyman 2012 - 2014
Pacer International 2010 - 2012
SkyGolf 2007 - 2010
Ecolab 2006 - 2007
Action Products (NASDAQ) 2005 - 2006
UPS Supply Chain Solutions 2001 - 2005
Ernst & Young 1998 - 2001
Brink’s 1986 - 1998
KKR & Co. 1982 - 1986
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Finance, Marketing
CPA
CPA - California (Active Status)
Connecticut State University 1979 — 1983
BS, Accounting
Fairfield Prep
Georgia Tech
Graduate Studies - Operations
University of Chicago
Graduate Studies - Program Management
CMF Associates 2012 - Present
Oliver Wyman 2012 - 2014
Pacer International 2010 - 2012
SkyGolf 2007 - 2010
Ecolab 2006 - 2007
Action Products (NASDAQ) 2005 - 2006
UPS Supply Chain Solutions 2001 - 2005
Ernst & Young 1998 - 2001
Brink’s 1986 - 1998
KKR & Co. 1982 - 1986
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Finance, Marketing
CPA
CPA - California (Active Status)
Connecticut State University 1979 — 1983
BS, Accounting
Fairfield Prep
Georgia Tech
Graduate Studies - Operations
University of Chicago
Graduate Studies - Program Management
Xinyu Xie Xinyu Xie's CMF Associates Experience September 2014 - March 2015
Job Drexel University Finance student
Industry Financial Services
Experience
ACE Group September 2015 - Present
CMF Associates September 2014 - March 2015
A Piece of Cake Cafe December 2012 - August 2013
Highline Community College June 2011 - December 2012
Skills
Communication, Teamwork, Time Management, Foreign Languages, Financial Accounting, Finance, Management Accounting, Product Marketing, Marketing, Strategic Sourcing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Drexel University 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Highline Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
ACE Group September 2015 - Present
CMF Associates September 2014 - March 2015
A Piece of Cake Cafe December 2012 - August 2013
Highline Community College June 2011 - December 2012
Skills
Communication, Teamwork, Time Management, Foreign Languages, Financial Accounting, Finance, Management Accounting, Product Marketing, Marketing, Strategic Sourcing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Drexel University 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Highline Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Dan Zeplowitz's CMF Associates Experience September 2013 - March 2014
Job Fund Management Coop at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2014 - Present
CMF Associates September 2013 - March 2014
Comcast October 2012 - March 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Project Planning, Research, Time Management, Teamwork, Social Media, Analysis, Recruiting, Financial Analysis
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Entrepreneurship
Franklin Square Capital Partners September 2014 - Present
CMF Associates September 2013 - March 2014
Comcast October 2012 - March 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Project Planning, Research, Time Management, Teamwork, Social Media, Analysis, Recruiting, Financial Analysis
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Entrepreneurship
Eugene Sackett's CMF Associates Experience August 2012 - January 2013
Job Executive Director Human Resources at Iroko Pharmaceutical, LLC
Industry Human Resources
Experience
Iroko Pharmaceutical, LLC February 2013 - Present
CMF Associates August 2012 - January 2013
Cephalon July 2006 - October 2011
Wyeth December 2000 - June 2006
Unisys Corporation April 1989 - December 2000
Bryn Mawr Hospital April 1988 - April 1989
Unisys May 1985 - April 1988
Buck Consultants July 1984 - May 1985
Skills
Trusted Business Partner, Strategic Leadership, Organizational..., Talent Management, Business Acumen, Employee Relations, Talent Acquisition, Succession Planning, Management Development, Development Of Employees, Executive Coaching, Project Management, Organizational Design, Change Management, Workforce Planning, HR Policies, Leadership, Human Resources, Performance Management, HR Business Partner, Recruiting, Organizational..., Leadership Development, Personnel Management, Hiring, Onboarding, Employee Benefits, Executive Search, Coaching, Management, Management Consulting, Consulting, HR Consulting, Strategy, Interviews, Strategic HR, Training, Internal Communications, Conscientious, Culture Change, Program Management, Benefits Administration, Employment Law, Employee Training, Outsourcing, Organizational..., Personal Development, Senior Executive...
Education
Ithaca College 1980 — 1984
BS
Garden City High School 1976 — 1980
General Studies
Iroko Pharmaceutical, LLC February 2013 - Present
CMF Associates August 2012 - January 2013
Cephalon July 2006 - October 2011
Wyeth December 2000 - June 2006
Unisys Corporation April 1989 - December 2000
Bryn Mawr Hospital April 1988 - April 1989
Unisys May 1985 - April 1988
Buck Consultants July 1984 - May 1985
Skills
Trusted Business Partner, Strategic Leadership, Organizational..., Talent Management, Business Acumen, Employee Relations, Talent Acquisition, Succession Planning, Management Development, Development Of Employees, Executive Coaching, Project Management, Organizational Design, Change Management, Workforce Planning, HR Policies, Leadership, Human Resources, Performance Management, HR Business Partner, Recruiting, Organizational..., Leadership Development, Personnel Management, Hiring, Onboarding, Employee Benefits, Executive Search, Coaching, Management, Management Consulting, Consulting, HR Consulting, Strategy, Interviews, Strategic HR, Training, Internal Communications, Conscientious, Culture Change, Program Management, Benefits Administration, Employment Law, Employee Training, Outsourcing, Organizational..., Personal Development, Senior Executive...
Education
Ithaca College 1980 — 1984
BS
Garden City High School 1976 — 1980
General Studies
Nichole Cloud Nichole Cloud's CMF Associates Experience July 2013 - October 2014
Job Associate at CMF Associates
Industry Financial Services
Experience
CMF Associates July 2013 - October 2014
CMF Associates July 2011 - July 2013
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Financial Reporting, Financial Modeling, Microsoft Office, Finance, Outlook, Budgets, Customer Service, Management, Strategic Planning
Education
Lock Haven University of Pennsylvania
Bachelor of Science (B.S.), Business Administration – Concentration in Management
CMF Associates July 2013 - October 2014
CMF Associates July 2011 - July 2013
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Financial Reporting, Financial Modeling, Microsoft Office, Finance, Outlook, Budgets, Customer Service, Management, Strategic Planning
Education
Lock Haven University of Pennsylvania
Bachelor of Science (B.S.), Business Administration – Concentration in Management
David Zecchin David Zecchin's CMF Associates Experience April 2011 - Present
Job Senior Consultant at CMF Associates
Industry Management Consulting
Experience
CMF Associates April 2011 - Present
Skills
Risk Management, Internal Controls, Mergers & Acquisitions, Forecasting, Restructuring, Strategy, Due Diligence, Management Consulting, Financial Analysis, Private Equity, Financial Modeling, Business Valuation, Corporate Finance, Cost Accounting, Cash Management, Information Technology, Strategic Planning, Tax, Divestitures, Acquisition Integration, Debt & Equity Financing, Internal Audit, Process Improvement, SEC Filings, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, Business Process..., Analysis, Lean Management, Project Management, Six Sigma
Education
The University of Connecticut
BS
Western New England University
MBA
CMF Associates April 2011 - Present
Skills
Risk Management, Internal Controls, Mergers & Acquisitions, Forecasting, Restructuring, Strategy, Due Diligence, Management Consulting, Financial Analysis, Private Equity, Financial Modeling, Business Valuation, Corporate Finance, Cost Accounting, Cash Management, Information Technology, Strategic Planning, Tax, Divestitures, Acquisition Integration, Debt & Equity Financing, Internal Audit, Process Improvement, SEC Filings, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, Business Process..., Analysis, Lean Management, Project Management, Six Sigma
Education
The University of Connecticut
BS
Western New England University
MBA
Lisanna Stotts Lisanna Stotts's CMF Associates Experience February 2012 - April 2013
Job SVP and Chief Accounting Officer at Biomed Pharmaceuticals
Industry Pharmaceuticals
Experience
Biomed Pharmaceuticals April 2013 - Present
CMF Associates February 2012 - April 2013
Maxwell Systems June 2003 - February 2012
StarCite 2001 - 2003
Resources Global Professionals 1999 - 2001
Marriott International 1983 - 1999
Skills
Software Implementation, Contract Negotiation, Professional Services, Strategic Planning, Business Strategy, Salesforce.com System..., Process Improvement, Accounting, Lead Generation, SaaS, ERP, Financial Reporting, Accounts Payable, Mergers & Acquisitions, Strategy, Forecasting, CRM, Management, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
University of Maryland University College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Biomed Pharmaceuticals April 2013 - Present
CMF Associates February 2012 - April 2013
Maxwell Systems June 2003 - February 2012
StarCite 2001 - 2003
Resources Global Professionals 1999 - 2001
Marriott International 1983 - 1999
Skills
Software Implementation, Contract Negotiation, Professional Services, Strategic Planning, Business Strategy, Salesforce.com System..., Process Improvement, Accounting, Lead Generation, SaaS, ERP, Financial Reporting, Accounts Payable, Mergers & Acquisitions, Strategy, Forecasting, CRM, Management, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
University of Maryland University College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Alex Plaum's CMF Associates Experience May 2008 - August 2009
Job Associate at Goodwin Procter LLP
Industry Legal Services
Experience
Goodwin Procter LLP June 2013 - Present
Internal Revenue Service June 2011 - July 2011
Pennsylvania Office of Attorney General June 2010 - July 2010
CMF Associates May 2008 - August 2009
Skills
Accounting, Tax Law, Finance, Tax, Corporate Tax, Microsoft Excel, Mergers & Acquisitions, Criminal Law, Corporate Finance, Private Equity
Education
New York University 2012 — 2013
Master of Laws (LLM), Tax Law/Taxation
Tulane University Law School 2009 — 2012
J.D., Law
Temple University 2004 — 2008
BBA, Finance & Real Estate
Goodwin Procter LLP June 2013 - Present
Internal Revenue Service June 2011 - July 2011
Pennsylvania Office of Attorney General June 2010 - July 2010
CMF Associates May 2008 - August 2009
Skills
Accounting, Tax Law, Finance, Tax, Corporate Tax, Microsoft Excel, Mergers & Acquisitions, Criminal Law, Corporate Finance, Private Equity
Education
New York University 2012 — 2013
Master of Laws (LLM), Tax Law/Taxation
Tulane University Law School 2009 — 2012
J.D., Law
Temple University 2004 — 2008
BBA, Finance & Real Estate
Chip Naylor Chip Naylor's CMF Associates Experience April 2010 - July 2010
Job Senior IT Recruiter, Talent Acquisition at AmerisourceBergen (cnaylor@amerisourcebergen.com)
Industry Information Technology and Services
Experience
AmerisourceBergen May 2015 - Present
Unisys May 2014 - May 2015
SunGard Availability Services January 2012 - March 2014
Hamilton Lane December 2011 - January 2012
PricewaterhouseCoopers, LLC August 2010 - December 2011
CMF Associates April 2010 - July 2010
Global Hyatt January 2009 - April 2009
MR May 2008 - August 2008
Advanced Financial Resources, LLC December 2006 - April 2008
SolomonEdwardsGroup, LLC October 2002 - September 2006
Skills
Direct Sourcing, Technical Recruiting, full cycle recruiting, Recruitment/Retention, Contract Recruitment, Partner Recruitment, HR Consulting, Big 4, Management Consulting, CSP, Advisory, Talent Acquisition, Sourcing, Applicant Tracking..., Full-cycle Recruiting, Executive Search, Metrics, Workforce Planning, Talent Management, Interviewing, Strategic Sourcing, Process Improvement, Onboarding, Engagement, ERP, Performance Improvement, Employee Relations, Organizational..., Hiring, Strategic Planning, Private Equity, CBCP, Direct Recruiting, Professional Services, Business Continuity, Contingency Planning, Business Resilience, Service Continuity, Disaster Recovery, Recruiting, Taleo, LinkedIn Top 2%, Screening, Human Resources, Interviews, Internet Recruiting, Consulting, Networking, Strategy, Start-ups
Education
Gettysburg College 1992 — 1996
BA, Accounting
Salesianum High School 1988 — 1992
High School diploma
AmerisourceBergen May 2015 - Present
Unisys May 2014 - May 2015
SunGard Availability Services January 2012 - March 2014
Hamilton Lane December 2011 - January 2012
PricewaterhouseCoopers, LLC August 2010 - December 2011
CMF Associates April 2010 - July 2010
Global Hyatt January 2009 - April 2009
MR May 2008 - August 2008
Advanced Financial Resources, LLC December 2006 - April 2008
SolomonEdwardsGroup, LLC October 2002 - September 2006
Skills
Direct Sourcing, Technical Recruiting, full cycle recruiting, Recruitment/Retention, Contract Recruitment, Partner Recruitment, HR Consulting, Big 4, Management Consulting, CSP, Advisory, Talent Acquisition, Sourcing, Applicant Tracking..., Full-cycle Recruiting, Executive Search, Metrics, Workforce Planning, Talent Management, Interviewing, Strategic Sourcing, Process Improvement, Onboarding, Engagement, ERP, Performance Improvement, Employee Relations, Organizational..., Hiring, Strategic Planning, Private Equity, CBCP, Direct Recruiting, Professional Services, Business Continuity, Contingency Planning, Business Resilience, Service Continuity, Disaster Recovery, Recruiting, Taleo, LinkedIn Top 2%, Screening, Human Resources, Interviews, Internet Recruiting, Consulting, Networking, Strategy, Start-ups
Education
Gettysburg College 1992 — 1996
BA, Accounting
Salesianum High School 1988 — 1992
High School diploma
Steven DelCarlino's CMF Associates Experience July 2013 - Present
Job Strategic Sourcing & Procurement Consultant
Industry Management Consulting
Experience
CMF Associates July 2013 - Present
hibu May 2012 - July 2013
The Apella Group August 2010 - May 2012
SSA Capital August 2009 - May 2010
S.E.I. Servizi Elicotteristici Italiani (Agusta Westland) October 2008 - August 2009
Gamesa September 2007 - October 2008
Lockheed Martin June 2007 - September 2007
Siemens Energy & Automation February 2007 - June 2007
Skills
Strategic Sourcing, Spend Analysis, Spend Management, Change Management, Process Improvement, Cross-functional Team..., Lean Manufacturing, Supply Chain Management, Supply Management, Supply Chain, Procurement, SAP R/3, Manufacturing, Logistics, Operations Management, Continuous Improvement, Management, Leadership, Purchasing, Business Process..., Outsourcing, Strategic Planning, Business Process, Mergers & Acquisitions, Contract Negotiation, Global Sourcing, SAP, Vendor Management, Forecasting, Materials Management, Strategy, Sourcing, Data Analytics
Education
Villanova University 2009 — 2009
Certificate, Supply Chain Management
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor, Business Administration; 1) International Business 2) Business Law
Goethe Institut 2004 — 2004
Certificate, German
Cheltenham High School
High School
CMF Associates July 2013 - Present
hibu May 2012 - July 2013
The Apella Group August 2010 - May 2012
SSA Capital August 2009 - May 2010
S.E.I. Servizi Elicotteristici Italiani (Agusta Westland) October 2008 - August 2009
Gamesa September 2007 - October 2008
Lockheed Martin June 2007 - September 2007
Siemens Energy & Automation February 2007 - June 2007
Skills
Strategic Sourcing, Spend Analysis, Spend Management, Change Management, Process Improvement, Cross-functional Team..., Lean Manufacturing, Supply Chain Management, Supply Management, Supply Chain, Procurement, SAP R/3, Manufacturing, Logistics, Operations Management, Continuous Improvement, Management, Leadership, Purchasing, Business Process..., Outsourcing, Strategic Planning, Business Process, Mergers & Acquisitions, Contract Negotiation, Global Sourcing, SAP, Vendor Management, Forecasting, Materials Management, Strategy, Sourcing, Data Analytics
Education
Villanova University 2009 — 2009
Certificate, Supply Chain Management
Temple University - Fox School of Business and Management 2003 — 2006
Bachelor, Business Administration; 1) International Business 2) Business Law
Goethe Institut 2004 — 2004
Certificate, German
Cheltenham High School
High School
Dixie Proctor's CMF Associates Experience December 2006 - October 2007
Job Controller
Industry Construction
Experience
Kelley Trucking Inc December 2014 - Present
Millwork Manufacturer May 2012 - December 2014
CLD Marketing Group September 2009 - February 2012
KGH Industries January 2010 - June 2010
COCAL LANDSCAPE SERVICES October 2007 - August 2009
CMF Associates December 2006 - October 2007
Carder Concrete Products July 1995 - October 2006
DEBOURGH MANUFACTURING COMPANY January 1989 - January 1994
Skills
Cash Flow, Budgeting, Financial Reporting, Accounting, Compliance, Budgets, Cost Accounting, Internal Controls, Managerial Finance, Mergers, Auditing, Forecasting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Negotiation, Finance, Leadership, Contract Negotiation, Strategic Planning, Payroll, Management, Restructuring, GAAP, Change Management, Financial Analysis, US GAAP, Financial Statements, Cash Management, SEC filings, Consolidation, Analysis, Internal Audit, Variance Analysis, Process Improvement, Workers Compensation
Education
University of Phoenix 1997 — 1999
MASTER OF BUSINESS ADMINISTRATION, Accounting
California State University-Bakersfield 1975 — 1979
Bachelor of Science (BS), Accounting
Kelley Trucking Inc December 2014 - Present
Millwork Manufacturer May 2012 - December 2014
CLD Marketing Group September 2009 - February 2012
KGH Industries January 2010 - June 2010
COCAL LANDSCAPE SERVICES October 2007 - August 2009
CMF Associates December 2006 - October 2007
Carder Concrete Products July 1995 - October 2006
DEBOURGH MANUFACTURING COMPANY January 1989 - January 1994
Skills
Cash Flow, Budgeting, Financial Reporting, Accounting, Compliance, Budgets, Cost Accounting, Internal Controls, Managerial Finance, Mergers, Auditing, Forecasting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Negotiation, Finance, Leadership, Contract Negotiation, Strategic Planning, Payroll, Management, Restructuring, GAAP, Change Management, Financial Analysis, US GAAP, Financial Statements, Cash Management, SEC filings, Consolidation, Analysis, Internal Audit, Variance Analysis, Process Improvement, Workers Compensation
Education
University of Phoenix 1997 — 1999
MASTER OF BUSINESS ADMINISTRATION, Accounting
California State University-Bakersfield 1975 — 1979
Bachelor of Science (BS), Accounting
Adam Giansiracusa's CMF Associates Experience July 2013 - September 2013
Job Chief Financial Officer at The ProESCO Group, LLCThe LumiiX Group, LLC
Industry Financial Services
Experience
ProESCO Group, LLC - The LumiiX Group, LLC January 2011 - Present
CMF Associates July 2013 - September 2013
Fine Stationery Solutions - (FineStationery.com) July 2008 - July 2011
Wilmington Renaissance Corporation February 2005 - June 2007
August Group, LLC January 2002 - January 2004
Frost Securities, Inc. January 1998 - May 2001
C.E. Unterberg, Towbin January 1997 - January 1999
Volpe, Brown, Whelan January 1995 - January 1997
Auspex Systems, Convergent, Inc./Unisys Corp January 1982 - January 1995
Skills
Mergers & Acquisitions, Executive Management, Strategy, Strategic Planning, Turn Around Management, Business Planning, New Business Development, Entrepreneurship, Strategic Partnerships, P&L Management, Budgets, Leadership, Risk Management, Financial Analysis, Marketing Strategy, Research, Venture Capital
Education
San Jose State University 1986 — 1990
B.S. Business and Computer Science, IT and Finance
ProESCO Group, LLC - The LumiiX Group, LLC January 2011 - Present
CMF Associates July 2013 - September 2013
Fine Stationery Solutions - (FineStationery.com) July 2008 - July 2011
Wilmington Renaissance Corporation February 2005 - June 2007
August Group, LLC January 2002 - January 2004
Frost Securities, Inc. January 1998 - May 2001
C.E. Unterberg, Towbin January 1997 - January 1999
Volpe, Brown, Whelan January 1995 - January 1997
Auspex Systems, Convergent, Inc./Unisys Corp January 1982 - January 1995
Skills
Mergers & Acquisitions, Executive Management, Strategy, Strategic Planning, Turn Around Management, Business Planning, New Business Development, Entrepreneurship, Strategic Partnerships, P&L Management, Budgets, Leadership, Risk Management, Financial Analysis, Marketing Strategy, Research, Venture Capital
Education
San Jose State University 1986 — 1990
B.S. Business and Computer Science, IT and Finance
Gina (Giannascoli) Hanson, CPA's CMF Associates Experience July 2014 - Present
Job Principal at CMF Associates
Industry Accounting
Experience
CMF Associates July 2014 - Present
CMF Associates July 2013 - Present
CMF Associates April 2012 - Present
PwC September 2011 - April 2012
PwC October 2009 - March 2010
CMF Associates September 2008 - July 2009
Susquehanna International Group September 2007 - September 2008
Skills
SEC filings, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Accounting, Private Equity, Corporate Finance, Valuation, Financial Accounting, Mergers, Internal Audit, Business Valuation, Cash Flow
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Finance & Accounting
Villa Joseph Marie High School 2002 — 2006
Nazareth Academy Grade School
CMF Associates July 2014 - Present
CMF Associates July 2013 - Present
CMF Associates April 2012 - Present
PwC September 2011 - April 2012
PwC October 2009 - March 2010
CMF Associates September 2008 - July 2009
Susquehanna International Group September 2007 - September 2008
Skills
SEC filings, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Accounting, Private Equity, Corporate Finance, Valuation, Financial Accounting, Mergers, Internal Audit, Business Valuation, Cash Flow
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Finance & Accounting
Villa Joseph Marie High School 2002 — 2006
Nazareth Academy Grade School
Tristen Norman's CMF Associates Experience January 2013 - July 2013
Job Account Executive at Wunderman
Industry Marketing and Advertising
Experience
Wunderman DC September 2014 - Present
ZS Associates January 2014 - August 2014
CMF Associates January 2013 - July 2013
Richardson July 2011 - December 2012
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Professional Services, Process Improvement, Time Management, Photoshop, Microsoft Office, Email Marketing, Facebook, Client Liaison, Data Collection, Data Analysis, Management, Blogging, Strategy, Salesforce.com, Organization
Education
Temple University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Wunderman DC September 2014 - Present
ZS Associates January 2014 - August 2014
CMF Associates January 2013 - July 2013
Richardson July 2011 - December 2012
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Market Research, Professional Services, Process Improvement, Time Management, Photoshop, Microsoft Office, Email Marketing, Facebook, Client Liaison, Data Collection, Data Analysis, Management, Blogging, Strategy, Salesforce.com, Organization
Education
Temple University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Brett Kirsch's CMF Associates Experience August 2010 - August 2010
Job Senior Buyer/Planner Third Party Manufacturing at Par Pharmaceutical
Industry Logistics and Supply Chain
Experience
Par Pharmaceutical September 2014 - Present
Par Pharmaceutical April 2014 - August 2014
Par Pharmaceutical October 2012 - April 2014
Belden Inc. June 2011 - October 2012
CMF Associates August 2010 - August 2010
Sleepy's June 2010 - August 2010
Skills
Supply Chain Management, Supply Chain, Data Analysis, Microsoft Excel, Hyperion Interactive..., BPCS, S&OP, JDE Enterprise One, Purchasing, Product Planning, Project Management, Project Planning
Education
Penn State University 2007 — 2011
B.A. Economics, B.S. Supply Chain & Information Systems, Spanish Minor
Par Pharmaceutical September 2014 - Present
Par Pharmaceutical April 2014 - August 2014
Par Pharmaceutical October 2012 - April 2014
Belden Inc. June 2011 - October 2012
CMF Associates August 2010 - August 2010
Sleepy's June 2010 - August 2010
Skills
Supply Chain Management, Supply Chain, Data Analysis, Microsoft Excel, Hyperion Interactive..., BPCS, S&OP, JDE Enterprise One, Purchasing, Product Planning, Project Management, Project Planning
Education
Penn State University 2007 — 2011
B.A. Economics, B.S. Supply Chain & Information Systems, Spanish Minor
Claudio Herraiz's CMF Associates Experience February 2012 - June 2013
Job Vice President, Finance & Accounting at Strivectin Operating Company
Industry Financial Services
Experience
Strivectin Operating Company March 2013 - Present
CMF Associates February 2012 - June 2013
HERRAIZ CONSULTING, LLC April 2000 - June 2013
DeVry University 2012 - 2013
Sharp Electronics Corp. 2006 - 2012
Analytics, Inc. 2002 - 2009
SAP 2008 - 2008
Deutsche Bank 2000 - 2008
Deutsche Bank August 1989 - April 2000
Skills
Mergers, Private Equity, Due Diligence, Strategic Planning, Finance, Corporate Finance, Valuation, Microsoft Office, Teaching, Mergers & Acquisitions
Education
New York University 1985 — 1988
MBA, Finance
Pace University - Lubin School of Business 1979 — 1983
MBA, Public Accounting
Strivectin Operating Company March 2013 - Present
CMF Associates February 2012 - June 2013
HERRAIZ CONSULTING, LLC April 2000 - June 2013
DeVry University 2012 - 2013
Sharp Electronics Corp. 2006 - 2012
Analytics, Inc. 2002 - 2009
SAP 2008 - 2008
Deutsche Bank 2000 - 2008
Deutsche Bank August 1989 - April 2000
Skills
Mergers, Private Equity, Due Diligence, Strategic Planning, Finance, Corporate Finance, Valuation, Microsoft Office, Teaching, Mergers & Acquisitions
Education
New York University 1985 — 1988
MBA, Finance
Pace University - Lubin School of Business 1979 — 1983
MBA, Public Accounting
Tia May's CMF Associates Experience Executive AssistantAccentureJanuary 2007 - August 2013
Job Recruiting Coordinator at CMF Associates
Industry Financial Services
Experience
CMF Associates Executive AssistantAccentureJanuary 2007 - August 2013
SMITH BARNEY February 2006 - November 2006
Skills
Executive..., Executive Office..., Customer Service, Outlook, PeopleSoft, Time Management, Microsoft Excel
Education
Drexel University
Accounting and Finance
CMF Associates Executive AssistantAccentureJanuary 2007 - August 2013
SMITH BARNEY February 2006 - November 2006
Skills
Executive..., Executive Office..., Customer Service, Outlook, PeopleSoft, Time Management, Microsoft Excel
Education
Drexel University
Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY