Coopers & Lybrand
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Coopers & Lybrand Employees
Kumon January 2014 - Present
Altria April 1995 - February 2002
Coopers & Lybrand September 1991 - April 1995
Skills
Strategic Financial..., Budgets, Analysis, Accounts Payable, Public Speaking, Entrepreneurship, Social Media, Marketing, Coaching, Small Business, Social Networking, Leadership, Franchising, Teaching, Customer Service
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance and Marketing
The George Washington University 1987 — 1991
Bachelor of Accountancy, Accounting and Business/Management
Hollinden positioning. process. people. 1993 - Present
University of St Thomas 1999 - 2009
KPMG 1991 - 1993
Coopers & Lybrand 1990 - 1991
Grant Thornton 1988 - 1990
Texas A&M University 1987 - 1988
Skills
Marketing Management, Social Media, Strategic Planning, marketing strategy, professional services..., Corporate Culture, Culture Change, Marketing Communications, Social Media Marketing, Digital Marketing, Marketing Planning, Market Planning, Marketing Strategy, Marketing, Services Marketing, Advertising, Direct Marketing, Strategy, Public Speaking, Public Relations, Business Development, Business Strategy, Brand Development, Product Marketing, Entrepreneurship, Event Management, New Business Development, Program Management, Integrated Marketing, Direct Mail, Leadership, Trade Shows, Proposal Writing, Web Design, Corporate Communications, Sales, Online Marketing, Email Marketing, Market Research, Strategic Partnerships
Education
Texas A&M University - Mays Business School 1986 — 1987
MBA, Business
University of Houston, Victoria
BSBA, Business Management, Marketing
Verizon Wireless August 1992 - Present
AirTouch 1992 - 2000
Coopers & Lybrand September 1991 - August 1992
Skills
Fixed Assets, Forecasting, Financial Reporting, Vendor Management, Analysis, Strategic Planning, Microsoft Excel, Cross-functional Team..., Account Reconciliation, PeopleSoft, Telecommunications, Wireless
Education
The Ohio State University
Accounting
Youngstown State University
Accounting/Finance
eHealthPartners, Inc. January 2003 - Present
The TriZetto Group 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Coopers & Lybrand 1997 - 1999
TheraTx 1996 - 1997
KPMG 1994 - 1996
Kaiser Permanente 1993 - 1994
Skills
Healthcare, Health Plans, Insurance, Health, HIPAA, Process Improvement, Strategic Planning, Healthcare Technology, Healthcare IT, Healthcare Information..., Management Consulting, Healthcare Management, Program Management, Health Insurance, Business Process..., Change Management, Business Intelligence, Claims, Enterprise Architecture, Business Analysis, Integration, IT Strategy, Medicare, Medicaid, Software Development, Data Warehousing, SDLC, Managed Care, BPO, Outsourcing, Vendor Management, Project Management, PMP, Quality Assurance, Health Policy, Leadership, Start-ups, EDI, Visio, Requirements Gathering, Consulting, Software Implementation, Business Process, Requirements Analysis, Software Project..., Business Requirements, Software Documentation
Education
The Johns Hopkins University 1990 — 1992
M.S.
University of Alabama 1985 — 1987
B.S.
University of Alabama 1981 — 1985
B.S.
Commemorative Brands, Inc. September 2010 - Present
Bridgepoint Consulting, LLC January 2008 - September 2010
Erling Sales & Service 2007 - 2007
Dresser Wayne 2002 - 2005
Compaq 1995 - 1999
Thomas-Conrad 1990 - 1995
Coopers & Lybrand 1983 - 1990
Skills
Start-ups, Account Reconciliation, Internal Controls, Leadership, Accounting, Management, Cost Accounting, Finance, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions, Financial Analysis, SEC filings, Revenue Recognition, Variance Analysis, General Ledger, Consolidation, Financial Accounting, GAAP, Auditing, Sarbanes-Oxley, Strategic Financial..., Internal Audit, Accounts Payable, Payroll, Cash Flow
Education
Texas State University 1977 — 1981
BBA, Accounting
Alsbridge 2011 - Present
Everest Group May 2010 - October 2011
The Amherst Group Ltd September 2004 - June 2010
Booz Allen & Hamilton January 1994 - June 2004
Andersen Consulting 1990 - 1994
McCaslin, Wright & Greenwood 1986 - 1988
Coopers & Lybrand 1984 - 1986
Skills
Business Transformation, Shared Services, Change Management, Sourcing
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1990
M.B.A., Finance
Texas Christian University - M.J. Neeley School of Business 1980 — 1984
Bachelor of Business Administration, Accounting
GDK & Company May 2014 - Present
Cornerstone Consulting Group, LLC 2011 - 2014
CBIZ MHM, LLC 1990 - 2011
Coopers & Lybrand 1983 - 1990
Skills
Finance, Insurance, Business Planning, Tax, Entrepreneurship, Leadership, Financial Services, Financial Advisory, Management, Real Estate, CPA, Corporate Tax, Income Tax, Accounting, Tax Preparation
Education
The University of Akron 1987 — 1990
Master of Taxation, Taxation
The Ohio State University - The Max M. Fisher College of Business 1978 — 1983
BSBA, Accounting
St. Andrew Presbyterian Church January 2010 - Present
Total Longterm Care November 2007 - March 2010
Sears Methodist Retirement System, Inc. August 2001 - December 2006
Legg Mason Wood Walker, Inc. January 2000 - July 2001
Northern California Presbyterian Homes and Services, Inc. July 1995 - July 1999
Ziegler Securities, Inc. April 1981 - March 1995
Coopers & Lybrand September 1968 - March 1981
Skills
Performance Management, Healthcare, Strategic Planning, Budgets, Non-profits, Team Building, Leadership, Program Management, Policy, Mergers, Public Speaking, Strategy, Process Improvement, Program Development, Contract Negotiation, Hospitals, Accounting, Coaching, Mergers & Acquisitions, Employee Benefits, Management, Nonprofits, Healthcare Management, Business Planning, Healthcare Consulting, Customer Service, Organizational..., Change Management, Operations Management, Recruiting, Medicaid, Leadership Development, Finance, Medicare, Human Resources, Financial Analysis, Employee Relations, Strategic Financial..., Training, Fundraising, Executive Management, Administration, Analysis, Start-ups
Education
The Ohio State University
BSBA, Finance
Hygia Health Services, Inc. May 2011 - Present
CareFusion September 2009 - May 2011
Cardinal Health October 2007 - September 2009
Children's Aid Society 2005 - 2007
Asbury Automotive Group 2003 - 2005
Matthews McCoy 1998 - 2000
National Association of College Stores 1983 - 1987
Coopers & Lybrand 1978 - 1983
Skills
Non-profits, Hyperion Enterprise, SAP, Accounting, Financial Reporting, Financial Analysis, Variance Analysis, Internal Controls, SEC filings, Auditing, Process Improvement, General Ledger, Financial Accounting, Financial Modeling, Microsoft Excel, CPA, Training, Small Business, Leadership, Start-ups, Revenue Recognition, Analysis, Sarbanes-Oxley Act, Cost Accounting, Forecasting, GAAP, Managerial Finance, Consolidation, US GAAP, Sarbanes-Oxley, Acquisition Integration, Mergers & Acquisitions, Strategic Financial..., SEC Filings
Education
The Ohio State University Fisher College of Business
BSBA, Accounting
Flextronics March 2012 - Present
Intel Corporation November 2011 - March 2012
Intel Corporation March 2006 - November 2011
Intel Corporation July 2004 - March 2006
Intel Corporation April 2001 - July 2004
Intel Corporation April 1998 - April 2001
Intel Corporation December 1996 - April 1998
Coopers & Lybrand September 1992 - December 1996
Skills
Sarbanes-Oxley, Accounting, SOX 404, Internal Controls, Enterprise Risk..., US GAAP, SEC filings, Internal Audit, Sarbanes-Oxley Act, Risk Management, IT Audit, Finance, Auditing, Budgets, Fraud, Due Diligence, Business Continuity, Governance, Security, Process Improvement, Financial Reporting, COSO, Financial Audits, Information Security
Education
London School of Economics and Political Science 1989 — 1992
Industrial Economics
Rowlinson School, Sheffield UK 1982 — 1989
Fellow Chartered Accountant (UK)
CIA, CISA, CFE
Professional Caretakers July 1991 - Present
PMC Capital July 1990 - June 1991
Ericsson July 1987 - June 1989
Uniden June 1984 - June 1987
Coopers & Lybrand March 1981 - May 1984
Skills
Healthcare, HIPAA, Financial Reporting, Financial Analysis, Healthcare Information..., CPA, Home Health Agencies, Program Development, Financial Forecasting, SEC filings, Auditing, Home Care, Management, Executive Management, Accounting, Sales Management, Leadership, Treasury Management
Education
Texas Tech University 1975 — 1979
Bachelor of Business Administration (BBA), Business/Commerce, General
Kelly Services February 2007 - Present
Kelly Services March 2004 - February 2007
Kelly Services December 1999 - March 2004
St John of God Health Care 1998 - 1999
Edith Cowan University 1995 - 1998
Coopers & Lybrand 1988 - 1995
Skills
Process Improvement, Information Technology, Business Analysis, Vendor Management, Fieldglass
Education
Institute of Chartered Accountants of British Columbia 1989 — 1991
Chartered Accountant
The University of British Columbia 1983 — 1989
Bachelor, Accounting & Management Information Systems
Barnes & Thornburg LLP February 2012 - Present
The Scotts Miracle-Gro Company 2000 - 2011
Benesch, Friedlander, Coplan & Aronoff June 1996 - April 2000
Coopers & Lybrand September 1990 - August 1993
Skills
Mergers and Acquisitions, Compliance Programs, Integrating regulatory..., Due diligence, Contract drafting and..., Corporate Governance, Business formation, Litigation, Due Diligence, Legal Compliance, Corporate Law, Management, Business Formation, Strategy
Education
The Ohio State University Moritz College of Law
The Ohio State University
BA, Political Science
The Rock and Roll Hall of Fame and Museum, Inc. May 1999 - Present
International Total Services, Inc. 1998 - 1999
Signature Brands 1996 - 1998
NACCO Industries, Inc. 1990 - 1996
Coopers & Lybrand 1986 - 1990
Skills
Fundraising, Strategic Planning, Forecasting, Budgets, CPA, SEC filings, GAAP, Non-profits, Accounting, Public Speaking, Financial Reporting, Cash Management, Financial Analysis, Leadership, Finance, Nonprofits
Education
The University of Akron 1981 — 1986
BS, Accounting
CPA (Inactive)
Siana Oil & Gas Co., LLC November 2014 - Present
Tarpon Operating & Development September 2001 - November 2014
Texas Commerce Bank 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
CPA, Financial Reporting, General Ledger, Accruals, Variance Analysis, Internal Controls, GAAP, Fixed Assets, Accounting, Account Reconciliation, Accounts Payable, Auditing, Financial Accounting, US GAAP, Revenue distribution, Accounts Receivable, Treasury Management, OGsys accounting..., Microsoft Excel
Education
Texas A&M University 1979 — 1982
Accounting
Kimble Companies August 2014 - Present
Miscor Group, Ltd. October 2010 - July 2014
AICPA 2014 - 2014
Maverick Innovative Solutions, LLC April 2007 - October 2010
First National Bank/National BancShares September 2004 - April 2007
Contours, Ltd./Bekaert Corporation March 1996 - September 2004
Allen Telecom 1992 - 1995
Coopers & Lybrand 1989 - 1992
Skills
Certified Public..., Chartered Global..., Cash Management, Risk Management, Benefit Management, Credit Management, Systems Documentation, MAS 200, Syspro, SAP ERP, FAS100, Financial Analysis, Financial Reporting, SEC Financial Reporting, XBRL, Finance, CPA, Strategic Financial..., Internal Controls, Cash Flow, Management, Accounting, Financial Planning, Auditing, Leadership, Mergers, Sarbanes-Oxley Act, Strategic Planning
Education
The University of Akron 1985 — 1989
BSBA, Accounting
Schiff Hardin LLP September 2015 - Present
Metcalf & Associates, Inc. 2015 - Present
Baker & McKenzie March 2012 - March 2015
Deloitte September 2005 - March 2012
Jefferson Wells February 2000 - September 2005
PricewaterhouseCoopers April 1997 - February 2000
Coopers & Lybrand February 1994 - March 1997
The Limited March 1992 - January 1994
Skills
Talent Acquisition, Auditing, Payroll, Talent Management, College Recruiting, Human Resources, Succession Planning, Recruiting, Workforce Planning, Performance Management, Onboarding, Customer Service, SPHR, Organizational Design, Employee Engagement, Deferred Compensation, Employee Relations, Leadership, Leadership Development, Organizational..., Personnel Management
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Marketing
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Accounting
Knight Communications, LLC March 2015 - Present
Inwell, LLC November 2013 - January 2015
Sirius Solutions January 2013 - November 2013
Kelley & Starling, LLC October 2009 - December 2012
Expro August 2005 - September 2009
UHY Advisors 1998 - 2005
Champion Communication Services 1994 - 1998
Olympic Natural Gas 1992 - 1994
Coopers & Lybrand 1986 - 1992
Skills
Controllership Functions, QuickBooks ProAdvisor, Part-Time CFO Services, M&A experience, Financial Reporting, General Ledger..., Financial Accounting, Financial Analysis, Internal Controls, Mergers & Acquisitions, QuickBooks, Financial Audits, GAAP, US GAAP, Tax Accounting, Management, Analysis, Finance, Accounting, Tax, Auditing, Account Reconciliation
Education
Texas A&M University 1983 — 1985
BBA
Texas A&M University 1983 — 1985
Bachelor's degree
Blue Lynx Media April 2012 - May 2015
SourceHOV September 2011 - March 2012
Caris Life Sciences February 2010 - September 2011
SOURCECORP July 2006 - February 2010
McKesson February 2001 - July 2006
Centex Corporation November 1998 - February 2001
Banc One Corporation March 1993 - November 1998
Coopers & Lybrand April 1991 - March 1993
Office of Thrift Supervision May 1989 - April 1991
Coopers & Lybrand September 1981 - April 1989
Skills
Financial Reporting, Strategic Planning, Financial Analysis, Forecasting, Accounting, Budget, Process Improvement, Business Analysis, General Ledger, Team Building, GAAP, Auditing, Business Process..., Internal Controls, Operations Management, Budgets, Cross-functional Team...
Education
Texas Tech University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Kemper Corporation January 2011 - Present
Kemper Direct (Unitrin Direct) June 2008 - Present
Progressive Insurance 2002 - 2007
Victoria/Titan/THI 1999 - 2002
Ohio Casualty Group 1996 - 1999
CNA Insurance 1992 - 1995
Nationwide Insurance 1987 - 1992
Tillinghast / Towers Perrin (Towers Watson) 1986 - 1987
Nationwide Insurance 1981 - 1986
Coopers & Lybrand January 1978 - March 1978
Skills
Insurance, Loss Reserving, Pricing, Underwriting, Actuarial Science, Product Management, Property & Casualty..., Financial Analysis, Analysis, Analytics, Leadership, Claim, Access, Reinsurance, Risk Management, Finance, Commercial Lines, Management, General Insurance, Executive Management
Education
The Ohio State University 1974 — 1978
BSBA, Accounting
Brush High 1971 — 1974
Asurint October 2004 - Present
Coopers & Lybrand 1992 - 1994
Skills
CRM, Customer Service, Leadership, Direct Sales, Management, Selling, Sales Operations, New Business Development, Start-ups, Lead Generation, Strategy, Business Analysis, Training, Account Management, Team Building, Sales, Process Improvement
Education
Texas A&M University 1988 — 1992
BBA, Accounting
LV Berkner High School 1986 — 1988
Jazz Arts Group of Columbus October 2012 - Present
BalletMet 1991 - Present
CCLC 2006 - Present
Miranova Condominium Association 2002 - Present
Fisher College of Business 1977 - Present
St. Charles Preparatory School 2001 - Present
The Ohio CPA Foundation 2012 - Present
Opera Columbus March 2006 - May 2011
ProCentury 2004 - 2008
Coopers & Lybrand April 1975 - December 2001
Skills
Non-profits, Accounting, Nonprofits, Event Planning, Fundraising, Strategic Planning, Strategic Financial..., Financial Analysis, Budgets, Grant Writing, Event Management, Leadership, Strategy, Public Speaking, Marketing, Community Outreach, Public Relations, Management, Volunteer Management, Team Building, Social Networking, Leadership Development
Education
The Ohio State University 1972 — 1975
BSBA, Accounting, 3.72
National Cooperative Bank (NCB) January 2011 - Present
Wonders Child Care, Inc. September 2012 - June 2015
Cardinal Financial Corporation 2005 - May 2011
Riggs Bank N.A 2004 - 2005
Avendra, LLC 2003 - 2004
Pentagon Federal Credit Union 1984 - 2003
Coopers & Lybrand 1978 - 1984
New York University, School Of Continuing Education 1982 - 1982
Provident National Bank 1977 - 1978
Skills
Internal Audit, Risk Assessment, Internal Controls, Accounting, Auditing, Program Management, Finance, Forecasting, Enterprise Risk..., Risk Management, Banking, CISA, Financial Risk, Financial Analysis, Strategy, Investments, Cash Management, CPA, Credit
Education
The George Washington University - School of Business 1996 — 1999
MBA, Finance / Investments
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Accounting and Decision Sciences
Installed Building Products, Inc. October 2005 - Present
Limited Brands October 2002 - April 2005
Huntington National Bank 1999 - June 2002
PricewaterhouseCoopers 1998 - 1999
Banc One Corporation 1992 - 1998
Coopers & Lybrand 1989 - 1992
Skills
Tax, Tax Compliance, Income Tax, Compliance, Banking, Accounting, Sales Tax, Process Improvement, Tax Returns, Auditing, Corporate Tax, Use Tax, Forecasting, Risk Management, Internal Audit, Bookkeeping, Finance, Financial Analysis, Tax Preparation, Financial Reporting, Outlook, Strategic Planning, Internal Controls, Cash Flow, Mergers & Acquisitions, Preparation, Tax Advisory, Project Planning, General Ledger, Microsoft Office, Property Tax, Accounts Payable, Tax Accounting, Financial Accounting, CPA, Accounts Receivable, Account Reconciliation, Payroll, QuickBooks, Sales & Use Tax, Sarbanes-Oxley Act, SEC filings, Financial Statements, Big 4, Fixed Assets, State Tax, Budgets, International Tax, Due Diligence
Education
The Ohio State University - The Max M. Fisher College of Business 1985 — 1989
Bachelor of Science, Accounting
Optum360 October 2013 - Present
ACS, A Xerox Company December 2010 - October 2013
ACS 2008 - December 2010
ACS 2006 - 2008
ACS 2001 - 2006
Breakaway Solutions 2000 - 2001
Computer Sciences Corporation 1999 - 2000
Computer Sciences Corporation 1996 - 1999
BSG Alliance IT 1993 - 1996
Coopers & Lybrand 1990 - 1992
Skills
Program Management, Business Process..., ITIL, IT Outsourcing, Strategy, Management Consulting, Outsourcing, Service Delivery, SDLC, CRM, Business Analysis, Offshoring, Executive Management, SaaS, Start-ups, Cloud Computing, Vendor Management, Management, Enterprise Software, Data Center, PMP, Enterprise Architecture, ERP, Leadership, IT Management, Business Intelligence, Professional Services, Telecommunications, Solution Architecture, Governance, Risk Management, Managed Services, IT Strategy, Business Process, PMO, Project Portfolio..., Customer Relations, PMO set-up, Executive Coaching, Customer Service, IT Service Management, Strategic Planning, Team Leadership, Vendor Relationship..., PMO Design, Strategic Visionary, High-Level Relationship...
Education
Texas Tech University
MS
Texas Tech University - Rawls College of Business
BBA
Texas Agricultural Land Trust July 2014 - Present
Venturity Financial Partners November 2009 - March 2013
Dallas Symphony Orchestra 1989 - 1996
Coopers & Lybrand 1983 - 1989
Skills
Accounting, Fund Accounting, Small Business..., Bookkeeping, Financial Reporting, Accounts Receivable
Education
Texas Tech University - Rawls College of Business 1979 — 1983
BBA, Accounting
Montgomery Coscia Greilich LLP December 2008 - Present
GaylerSmith Group, LLC March 2004 - December 2008
GaylerSmith Company November 1983 - December 2008
Super Club Corporation August 1989 - December 2006
Westwood Contractors, Inc. 2005 - 2006
Buis & Co. (Southwest Securities) November 2001 - March 2004
Entact, Inc. April 2000 - October 2001
First US Management & Investment Corporation, Inc. October 1998 - April 2000
Coopers & Lybrand August 1981 - August 1989
Skills
Financial Analysis, Accounting, SEC filings, GAAP, Financial Reporting, CPA, Budgets, Due Diligence, Auditing, Financial Modeling, Mergers, Cash Flow, Strategic Financial..., Internal Controls, US GAAP, Private Equity, Financial Planners, Financial Accounting, General Ledger, Business Process..., Mergers & Acquisitions, Valuation, Finance, Corporate Tax, Tax, Business Valuation, Revenue Recognition, Corporate Finance, Financial Statements, Financial Audits, Income Tax, Analysis, QuickBooks, Tax Preparation, External Audit
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Transition Advisors LLC November 2005 - Present
Strategic Horizons January 1997 - Present
The Alternative Board March 1992 - April 2006
Coopers & Lybrand July 1995 - October 1997
Donnelly Meiners Jordan & Kline June 1992 - September 1995
Ernst & Young March 1987 - August 1991
Arthur Young February 1980 - September 1987
Skills
Mergers, Strategic Planning, Accounting, Management Consulting, Small Business, Mergers & Acquisitions, Budgets, Strategic Financial..., Project Planning, Tax, Start-ups, Consulting, Strategy, Due Diligence, CPA, Income Tax, Business Valuation, Executive Management, Finance, Restructuring, Entrepreneurship, Executive Coaching, Operations Management, Corporate Tax, Business Planning, Business Development, Financial Analysis, Change Management, Valuation, IRS, Managerial Finance, S Corporations
Education
University of North Texas 1975 — 1978
MBA, Business Administration
The University of Akron 1969 — 1973
BS, Accounting
Accounting Search Professionals, Inc. September 2008 - Present
eSearch, Inc March 2001 - September 2008
ADR Search, Inc 1998 - 2001
Source Finance 1994 - 1998
Reliance Electric 1992 - 1994
PricewaterhouseCoopers 1988 - 1992
Coopers&Lybrand 1988 - 1992
Coopers & Lybrand 1988 - 1991
Skills
Benefits Negotiation, Interviews, Recruiting, Human Resources, Employee Benefits, Corporate Finance, Accounting, Sarbanes-Oxley Act, Tax, Cash Management, Internal Controls, Auditing, Financial Reporting, Internal Audit, Cost Accounting
Education
The University of Akron 1984 — 1988
Bachelor of Science (BS), Accounting
Eastlake North 1981 — 1984
St. Mary Magdalene 1973 — 1980
Constantine Engineering August 2014 - Present
Honeywell - Scanning & Mobility February 2011 - April 2012
Cybertary - South Charlotte October 2007 - December 2009
Yahoo! April 1998 - May 2002
Varian Associates October 1995 - April 1998
Boston Market March 1993 - October 1995
Shilling & Kenyon January 1991 - April 1995
Sisterson September 1989 - January 1991
Coopers & Lybrand September 1987 - August 1989
Education
The Ohio State University - The Max M. Fisher College of Business 1983 — 1987
BSBA, Accounting
Franklin Regional High School 1979 — 1983
Eastern Pacific Research Foundation 1997 - December 2012
American Management Systems May 1988 - August 1990
Coopers & Lybrand February 1982 - May 1988
American Express March 1981 - February 1982
Rockwell International 1968 - 1981
Skills
Management Consulting, Business Analysis, ITIL, Integration, Procurement, Program Management, Risk Management, Management, Leadership, IT Strategy, Business Intelligence, Strategic Planning, Enterprise Architecture, Project Planning, Vendor Management, Outsourcing
Education
University of Pittsburgh 1977 — 1978
Executive MBA
Texas A&M University-Commerce 1965 — 1968
Bachelor's degree, Physics & Mathematics
NBHS
MAGNET September 2014 - Present
White Hat Management November 2013 - September 2014
Walsh Jesuit High School July 2008 - September 2013
National City Bank April 1990 - June 2008
Uniroyal Goodrich April 1988 - April 1990
Coopers & Lybrand June 1982 - April 1988
Skills
Strategic Financial..., Financial Accounting, Auditing, Financial Modeling, Consolidation, Strategic Planning, Finance, Treasury Management, General Ledger, Corporate Finance, Cash Flow Forecasting, Financial Statements, Sarbanes-Oxley, Mergers & Acquisitions, Due Diligence, Risk Management, Management, Investments, Revenue Recognition, Financial Planning
Education
B.S. Accounting University of Akron 1978 — 1982
BS Accounting, Accounting, 3.9 GPA
The University of Akron 1978 — 1982
Bachelor of Science (B.S.), Accounting
VHA Inc. 2000 - Present
Arthur Andersen 1996 - 2000
High Plains Baptist Health System 1994 - 1996
Coopers & Lybrand 1991 - 1994
Skills
Hospitals, Strategic Planning, Healthcare Industry, Leadership, Business Development, Healthcare, Team Building, Contract Negotiation, Healthcare Consulting, Healthcare Information..., Performance Improvement, Process Improvement, Program Management, Cross-functional Team..., Contract Management, Healthcare Management, Operations Management, New Business Development, Revenue Cycle, Supply Chain Management, Vendor Management, Physician Relations, Project Management, Strategy, Management, Change Management
Education
Texas A&M University 1986 — 1991
BBA
Trinity University
MHA
Bently Enterprises January 2013 - Present
Jensen Precast August 2011 - December 2012
Snyder Livestock Company, Inc. June 2009 - August 2011
Bently Pressurized Bearing Company (formerly Bently Nevada Corporation) January 2002 - November 2008
Bently Nevada Corporation March 1996 - January 2002
Sierra Nevada Corporation August 1987 - March 1996
Heavenly Valley Ski Resort July 1986 - August 1987
Pangborn & Co. LTD CPA's January 1986 - June 1986
United Mining Corporation April 1983 - May 1986
Coopers & Lybrand 1978 - 1983
Skills
CPA, SAP, QuickBooks, Budgets, Financial Audits, Corporate Tax, Start-ups, Tax, Financial Reporting, Accounts Payable, Financial Analysis, Manufacturing, Program Management, Finance, Accounting, Accounts Receivable, ERP, Payroll, Managerial Finance, Contract Negotiation, Auditing, Risk Management, Analysis, Cash Flow, Cost Accounting
Education
The Ohio State University Fisher College of Business 1974 — 1978
BS, Accounting
Blue Ridge Community College May 2013 - Present
Blue Ridge Community College June 2012 - April 2013
Le Bleu/Nature's Pearl October 2011 - June 2012
Le Bleu/Nature's Pearl July 2010 - October 2011
The Master's Loft May 1996 - December 2009
Sara Lee Branded Apparel June 1992 - May 1996
Sara Lee Branded Apparel December 1991 - June 1992
Sara Lee Branded Apparel December 1990 - December 1991
Sara Lee Branded Apparel June 1989 - December 1990
Coopers & Lybrand October 1986 - June 1989
Skills
Marketing, Public Relations, Leadership, Project Management, Budgets, Customer Service, Marketing Strategy, Consulting, Market Planning, Business Development, Sales, Advertising, Business Planning, Employee Relations, Retail, Team Building, Coaching, Entrepreneurship, Training, Social Media Marketing, Public Speaking, Nonprofits, Management, Competitive Analysis, Strategy, Team Leadership, Start-ups, Promotions, Strategic Planning, Teamwork, Microsoft Office, Small Business, Social Networking, Program Management, Product Development, Sales Management, Human Resources, Leadership Development, Analysis, Process Improvement, Customer Satisfaction, Management Consulting, Fundraising, Event Planning
Education
Weatherhead School of Management at Case Western Reserve University 1982 — 1985
MBA, Marketing, Strategic Planning
The Ohio State University 1977 — 1980
BS, Zoology
Valley Forge 1974 — 1976
High School, College Prep
American Beacon Advisors November 2004 - Present
Lehman Brothers/ Neuberger Berman October 1996 - October 2004
Neuberger Berman 1996 - 2004
AMR Investments 1990 - 1996
Fidelity Investments 1986 - 1990
Coopers & Lybrand 1982 - 1984
Skills
Investments, Fixed Income, Mutual Funds, Alternative Investments, Management, Sales, Series 7, Asset Allocation, Asset Management, Hedge Funds, ETFs, Series 63, Training, Investment Strategies, Equities, Strategic Planning, Securities, Investment Management, Sales Management, Asset Managment, Wealth Management, Insurance, Marketing, Mergers & Acquisitions, Morningstar Direct, Series 3, Series 24, Certified Financial..., Texas Real Estate Broker
Education
Texas A&M University 1978 — 1982
BBA, Accounting
KHA Accountants and Advisors PC August 1999 - Present
Coopers & Lybrand January 1988 - July 1999
Skills
Tax, Tax Accounting, Tax Preparation, Accounting, Income Tax, Financial Reporting, CPA, Corporate Tax, Small Business, QuickBooks, Bookkeeping, Strategic Financial...
Education
Texas Tech University - Rawls College of Business 1984 — 1987
Bachelor, Accounting
Capstone Advisory Group LLC April 2010 - Present
The Brattle Group 2008 - 2010
Huron Consulting Group 2005 - 2008
Polaroid 2003 - 2005
InteCap 2002 - 2005
Xerox 1997 - 2002
Amoco Corporation 1993 - 1997
Peterson Consulting 1991 - 1993
Coopers & Lybrand 1987 - 1991
Georgetown Economic Services LLC 1984 - 1987
Skills
Licensing, Intellectual Property, Litigation, Valuation, Strategy, Patents, Venture Capital, Business Strategy, Business Development, Corporate Development, Due Diligence, Entrepreneurship, Mergers, Trademarks, Start-ups, Management, Contract Negotiation, Strategic Partnerships, Private Equity, Patent Litigation, Joint Ventures, Financial Modeling, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Cross-border..., Business Transactions
Education
The George Washington University
Master of Business Administration (MBA), International Business Finance
Tufts University
Bachelor's degree, Economics and Political Science
MCR 2011 - Present
MCR 2008 - 2011
AVIEL Systems, Inc. 2006 - 2008
Anteon International Corporation 2003 - 2006
Anteon International Corporation 1998 - 2003
KPMG July 1995 - August 1998
Coopers & Lybrand May 1989 - June 1995
Skills
Active Top Secret..., Accounting, Acquisition Integration, Air Force, Analysis, Army, Budgets, Business Analysis, Business Development, Business Process..., Business Strategy, Change Management, Command, Consulting, Contract Management, Contract Negotiation, Cost Benefit, Costpoint, Defense, DoD, Due Diligence, Executive Management, Federal Government, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Government, Government Contracting, Government Procurement, Homeland Security, Human Resources, Intelligence, Investments, Leadership, Management, Management Consulting, Managerial Finance, Mergers, Mergers, Military, National Security, Navy, New Business Development, Negotiation, Private Equity, Program Management, Strategic Planning, Team Building, Team Leadership
Education
The College of William and Mary - The Mason School of Business 1983 — 1985
MBA, Finance
Wake Forest University 1976 — 1980
BS, Business
CBIZ - Mayer Hoffman McCann 1997 - Present
Coopers & Lybrand 1992 - 1996
Skills
Internal Audit, Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, 401k, Employee Benefit Plan..., CPA, Corporate Tax, Sarbanes-Oxley Act, US GAAP, Financial Statements, Financial Analysis, Financial Accounting
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
The Urban Apparel Group, Inc. January 1995 - Present
Coopers & Lybrand May 1994 - January 1995
Price Waterhouse January 1984 - May 1994
The Anschutz Corporation July 1982 - January 1984
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Forecasting, Corporate Finance, Finance, Managerial Finance, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Cash Management, Due Diligence, Private Equity, Cash Flow
Education
The Ohio State University Fisher College of Business 1985 — 1987
MBA, Finance
The Ohio State University Fisher College of Business 1978 — 1982
B.S.B.A., Accounting
Mindful Art February 2003 - Present
Hughes Christensen 1991 - 1996
Coopers & Lybrand December 1987 - 1991
Skills
Fine Art, Visual Arts, Teaching, Portraits, Drawing, Art, Art Education, Mixed Media, Acrylic, Sculpture, Oil Painting, Contemporary Art, Art Instruction, Galleries, Art Exhibitions, Watercolor, Figurative Art, Craft, Painting
Education
University of Houston-Clear Lake 1989 — 1992
MBA, MBA
Texas A&M University 1983 — 1987
BBA, Accounting
SuccessFactors, an SAP Company October 2013 - Present
SuccessFactors, an SAP Company September 2009 - October 2013
MetLife Financial Services February 2009 - September 2009
Heyman Talent Agency 2003 - 2009
SuccessFactors July 2008 - November 2008
American Signature Inc February 2000 - July 2008
VOCA of America November 1996 - October 1999
VOCA Corporation 1996 - 1999
Banc One Services Corporation January 1993 - November 1996
Coopers & Lybrand June 1990 - January 1993
Skills
Talent Management, Performance Management, SDLC, Human Resources, Vendor Management, HRIS, Project Management, Management, HR Consulting, Employee Benefits, Leadership, HR Policies, Professional Services, Applicant Tracking..., Training, Business Analysis, Technical Recruiting, Workforce Planning, Program Management, Process Improvement, SuccessFactors, IT Service Management, Benefits Administration, Business Intelligence, Deferred Compensation, Personnel Management, Budgets, Cloud Computing, Change Management, Team Leadership, Salesforce.com, Succession Planning, Enterprise Software, Microsoft Excel, Leadership Development, Strategy, Team Building, Employee Engagement, CRM, Recruiting, Employee Relations, Talent Acquisition, Employee Training, Interviews, Sourcing, Strategic Planning, Organizational..., Consulting
Education
WorldAtWork 2003 — 2009
Certified Compensation Professional, Compensation
The Ohio State University Fisher College of Business 1989 — 1992
MBA, Human Resources
The Ohio State University 1982 — 1987
B.S., Computer Engineering
Utica 1979 — 1982
Hogan Lovells October 1997 - Present
Coopers & Lybrand September 1992 - May 1996
Education
The Catholic University of America
Small Business Initiative LLC January 2008 - Present
Cynthia Seidel Saha PC October 2002 - Present
sugarlandcpa October 2002 - Present
UHY Advisors January 1994 - December 1994
Coopers & Lybrand January 1993 - December 1993
Ernst & Young April 1990 - April 1992
Skills
Tax, CPA, Preparation, Small Business, Accountants, IRS, Tax Law, Accounting, QuickBooks, Bookkeeping, Payroll
Education
Texas State University-San Marcos 1985 — 1988
BBA, Accounting
Avon Products, Inc 2015 - Present
Avon Products, Inc. 2010 - 2014
Avon Products, Inc. 2007 - 2010
Avon Products, Inc. 2003 - 2010
Avon Products, Inc. 2000 - 2003
Pepsi-Cola International 1994 - 2000
PepsiCo, Inc. 1992 - 1994
Coopers & Lybrand 1990 - 1992
U.S. Department of State 1985 - 1990
Skills
IT Strategy, Business Intelligence, Vendor Management, Business Analysis, ITIL, Strategic Planning, Project Management, ERP, Process Improvement, Program Management, Budgets, IT Management, Consumer Products, Software Project..., Cross-functional Team..., Requirements Analysis, Beauty Industry, Outsourcing, Team Leadership, Project Portfolio..., SDLC, Leadership, Enterprise Architecture, Cosmetics, Business Process, Data Warehousing, IT Operations, Management, Disaster Recovery, Change Management, Integration, Supply Chain
Education
The George Washington University
Bachelor's Degree
Interim1, LLC July 2011 - Present
National Gallery of Art 1997 - 2010
National Rifle Association 1993 - 1997
Coopers & Lybrand 1985 - 1993
Grant Thornton LLP 1979 - 1985
Maryland & Virginia Milk Producers Association, Inc. 1978 - 1979
Skills
Strategic Planning, Human Resources, Operations Management, Leadership, Risk Management, Budgets, Management, Accounting, Executive Management
Education
The Ohio State University 1973 — 1978
BSBA, Accounting
Carlile Bancshares, Inc. June 2012 - Present
The Golden 1 Credit Union March 2011 - November 2011
Randolph Brooks Federal Credit Union November 1999 - March 2011
Ford Bank Group/Norwest/Wells Fargo April 1989 - November 1999
Coopers & Lybrand 1984 - 1989
Skills
Accounting, ALM, Treasury Management, Board Reporting, Financial Reporting, Credit Risk, Mergers, Risk Management, Banking, Finance, Analysis, Budgets, Strategic Planning, Mergers & Acquisitions, Financial Accounting, Investments, Strategic Financial..., Financial Planning, Financial Analysis, Credit
Education
Texas Tech University 1979 — 1983
BBA, Accounting
W. P. Carey & Co. LLC February 2012 - Present
UBS Investment Bank 2008 - July 2011
PricewaterhouseCoopers 1999 - 2005
A.T. Kearney 1997 - 1998
Coopers & Lybrand 1996 - 1996
Skills
Project Management, Analysis, Governance, Finance, Financial Modeling, Investment Banking, Private Equity, Equities, Financial Analysis, Series 7, Asset Management, Financial Services, Investments, Strategy, Internal Audit, Management Consulting, Portfolio Management, Fixed Income, Strategic Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration, Finance and Operations
The University of Akron 1990 — 1993
Bachelor of Science, Computer Science, Minor in Business
Cass Information Systems July 1998 - Present
Cass Information Systems August 1986 - June 1999
Roger C. Perry & Co November 1984 - July 1986
Coopers & Lybrand January 1982 - October 1984
Skills
Databases, Strategic Planning, Microsoft SQL Server, IT Management, Negotiation, Team Leadership, Strategy, Accounting, C#, Process Improvement, Call Center, Public Speaking, Business Process...
Education
The Ohio State University 1978 — 1983
Bachelor of Science in Business Administration, Accounting / Finance
Kuni Automotive August 1994 - Present
Coopers & Lybrand August 1991 - August 1994
Skills
Accounting, Financial Reporting, Cash Management, Automobile, Reynolds, Forecasting, Automotive, Mergers, ADP Payroll, Budgets, Financial Accounting, Managerial Finance, Process Improvement, Internal Controls, Auditing, Business Strategy, Risk Management, Team Building, Account Reconciliation, Accounts Receivable, Business Planning, GAAP, Profit, Sarbanes-Oxley Act, Strategic Planning, Profit Optimization, Income Statement, Mergers & Acquisitions, Successful Negotiation, US GAAP, P&L, Cost Accounting, Dealers, Financial Statements, Hyperion Enterprise, Strategic Financial..., General Ledger, CPA, Financial Analysis, Internal Audit
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1991
Bachelor of Business Administration, Accounting
GBQ Partners LLC August 1994 - Present
Coopers & Lybrand September 1992 - August 1994
Skills
Financial Modeling, CPA, GAAP, Accounting, Financial Analysis, Tax, Strategic Planning, Auditing, Financial Audits, Financial Reporting, Corporate Tax, SEC filings, US GAAP, Income Tax, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Accounting, Mergers & Acquisitions, SEC Filings
Education
Leadership Columbus 2006 — 2007
The Ohio State University 1988 — 1992
Accounting
Parms & Company, LLC January 1990 - Present
Theodore W. Johnson 1982 - 1989
Phillips, Harris & Co. 1983 - 1986
Sandefur Companies 1979 - 1982
Coopers & Lybrand 1976 - 1979
Skills
Forensic Accounting, Tax, Accounting, Partnership Taxation, Income Tax, S Corporations, Tax Preparation, Auditing, SEC filings, Tax Accounting, Financial Statements, Financial Analysis, Small Business, Tax Advisory, Corporate Tax, Management, CPA, Management Consulting, Tax Law, Tax Returns, Business Valuation, GAAP, Bankruptcy, Courts, SEC Filings
Education
The Ohio State University 1972 — 1976
BA, Accounting
GE Real Estate April 1995 - Present
GE Commercial Finance 1999 - 2001
GE Capital May 1995 - 1999
Coopers & Lybrand January 1991 - January 1995
PricewaterhouseCoopers January 1991 - January 1995
Southwest Federal Savings & Loan 1988 - 1991
SWS Mortgage Company (Sub of Southwest Savings) 1987 - 1988
Southwest Federal Savings & Loan January 1983 - 1987
Skills
Valuation
Education
Texas Tech University 1978 — 1982
BBA, Management / Finance
Mexia High School 1974 — 1978
General Studies
Trinity Industries, Inc. March 2014 - Present
Trinity Industries March 2012 - March 2014
Texas Instruments 2004 - March 2014
Texas Instruments 1998 - 2004
Texas Instruments 1995 - 1998
Texas Instruments 1993 - 1995
Coopers & Lybrand 1985 - 1993
ARCO Oil & Gas 1981 - 1985
Republic Bank of Dallas 1979 - 1981
Skills
Mergers, Team Building, Strategic Planning, Cross-functional Team..., Process Improvement, Operations Management, Management, Human Resources, Leadership, Budgets, Manufacturing, Leadership Development, Program Management, Business Development, Talent Management, Strategic Visionary, Sales, Personnel Management, Mergers & Acquisitions, Passion for Technology, People Development, Product Marketing, Project Management, New Business Development, Employee Benefits, P&L Management, Strategy, Coaching, Product Development, Finance, Competitive Analysis, Executive Management, Business Strategy, Change Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 1980 — 1982
MS, Accounting
Texas A&M University 1976 — 1979
BBA, Management
Vistage International, the World's Leading Chief Executive Organization April 2005 - Present
HealthRays Alliance September 2002 - December 2005
HealthRays Alliance June 1997 - September 2002
NuMED May 1995 - March 1997
Summa Health System April 1991 - January 1995
Robinson Memorial Hospital May 1983 - March 1991
Coopers & Lybrand June 1981 - June 1983
Skills
CEO Coaching, Coaching, Executive Coaching, Business Coaching, Leadership Development, Workshop Facilitation, Enneagram, Strategic Planning, Business Strategy, Business Planning, Personal Development, Executive Development, Executive Management, Public Speaking, Entrepreneurship, Budgets, CEOs, Leadership, Start-ups, Succession Planning, Mergers & Acquisitions, Program Management, Strategy, Emotional Intelligence, Small Business, Team Building, Management Consulting, Training, Change Management, Organizational..., Management, Strategic Thinking, Sales, Staff Development, Consulting, Organizational..., Performance Improvement, Culture Change, Work Life Balance, Career Development, 360 Feedback, Motivational Speaking, Strategic Leadership, Performance Management, MBTI, Management Development, Conflict Resolution, Career Counseling, Organizational Design, Organizational...
Education
The University of Akron 1977 — 1981
BS
University of Akron 1977 — 1981
MS
The Scotts Miracle-Gro Company January 1997 - Present
Coopers & Lybrand September 1991 - December 1996
Skills
Financial Forecasting, Forecasting, Accounting, Cost Accounting, Budgets, Management, Auditing, Finance, Financial Reporting, Financial Analysis, Process Improvement, Hyperion Enterprise, SAP, Supply Chain, Income Statement, Project Planning, Mergers & Acquisitions, Financial Modeling, Pricing, Variance Analysis, Cross-functional Team..., Strategic Financial..., Managerial Finance, P&L Management, Acquisition Integration, General Ledger, P&L, Hyperion
Education
The Ohio State University 1987 — 1991
BSBA, Accounting
Marysville High School 1983 — 1987
MartinezFelder January 2010 - Present
Phillips 66 November 2014 - February 2015
Phillips 66 May 2014 - January 2015
UPS 2003 - June 2014
Enron Broadband Services 2000 - 2001
PwC 1998 - 2000
Coopers & Lybrand 1996 - 1998
Skills
Knowledge Management, Information Management, Document Management, Business Intelligence, Leadership, Program Management, SharePoint, LTL, Shipping, Strategic Planning, Customer Service, Freight, Truckload, Transportation, Transportation...
Education
Texas Tech University
Philosophy, English
Randy Walker & Company May 2015 - Present
Randy Walker & Company August 2012 - Present
The University of Texas at San Antonio June 2012 - Present
Sol Schwartz & Associates, P.C. January 2009 - August 2010
Padgett, Stratemann & Co., L.L.P October 2007 - December 2008
Neriman Guven, PC November 1992 - April 2007
Texas Tech University 1989 - 1997
KPMG Peat Marwick January 1990 - November 1992
American State Bank January 1989 - December 1989
Coopers & Lybrand December 1987 - January 1989
Skills
Strategic Financial..., Tax, Employee Benefits, Healthcare, Strategy, Management Consulting, Accounting, Auditing, Payroll, Leadership, Tax Research, Finance, Management, Process Improvement, Account Reconciliation, Corporate Tax, CPA, Income Tax, Tax Accounting, Strategic Planning, Business Planning, Financial Reporting, Retirement Planning, Small Business, Financial Planners, S Corporation Taxation, Partnership Taxation, Non Profit Entities and..., High Net Worth..., Unrelated Business...
Education
Texas Tech University - Rawls College of Business 1986 — 1987
Master of Science, Taxation
Texas Tech University - Rawls College of Business 1981 — 1986
BS, Accounting
BizTech September 2010 - Present
Philadelphia Property Works February 2007 - July 2010
Business Engine April 2001 - February 2007
EXE Technologies October 1998 - April 2001
HyperParallel March 1997 - October 1998
NCR Corporation 1995 - 1997
Coopers & Lybrand October 1989 - June 1995
Skills
Business Intelligence, Management Consulting, Data Warehousing, Project Management, Product Management, Financial Services, Product Marketing, Retail, Marketing Communications, Warehouse Management, Business Process Design, Purchasing, Software Development..., Business Analysis, Vendor Management, Management, Analytics, Marketing, Strategy, Sales Process, Professional Services, Project Portfolio..., Marketing Strategy, SaaS, Cloud Computing, CRM
Education
The George Washington University 1986 — 1989
B.S., Electrical Engineering and Computer Science
Abington High School 1980 — 1985
Texas Mutual Insurance Company July 2003 - Present
Senior Quality Lifestyle Corporation (SQLC) May 2013 - Present
Sendero Health Plans May 2012 - July 2013
Texas Workers' Compensation Commission October 2001 - June 2003
Cap Gemini Ernst & Young July 1999 - September 2001
Oracle June 1995 - July 1999
Teacher Retirement System of Texas June 1993 - June 1995
Texas State Treasury January 1991 - June 1993
Coopers & Lybrand 1987 - 1991
Arthur Young & Company 1979 - 1987
Skills
Insurance, Corporate Governance, Strategic Planning, Workers Compensation, Property & Casualty..., Accounting, Compliance, Financial Mgmt, Treasury Management, Management Consulting, Reinsurance, Internal Controls, Risk Management, Enterprise Risk..., Mergers & Acquisitions, Claim, Executive Management, Financial Analysis, Process Improvement, Commercial Insurance, Management, Financial Reporting, Auditing, Casualty, Liability, Financial Risk, Claims Management, Finance, Sarbanes-Oxley Act
Education
The University of Texas at Austin
BBA, Accounting, Economics, MIS
Texas Tech University
Business
Cuero High School
Greif February 2015 - Present
Greif March 2009 - Present
Greif January 1999 - March 2009
Abercrombie & Fitch January 1996 - January 1999
Coopers & Lybrand January 1994 - January 1996
Skills
Visio, PowerPoint, Word, Windows, Analysis, ERP, Lean Manufacturing, Asset Management, Excel, Kaizen, 5S, PeopleSoft, Lotus Notes, Problem Solving, HFM, Quality Management, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Reporting, Managerial Finance, Finance, Fixed Assets, Consolidation, Auditing, Budgets, Hyperion, Process Improvement, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1995
Bachelor's degree, Accounting & Finance
Central Catholic High School 1987 — 1991
iLoan / Springleaf Financial Services June 2015 - Present
Credit Interlink, Inc / Old Republic Credit Services June 2007 - May 2015
Credit Interlink, Inc / Old Republic Credit Services November 2001 - June 2007
Navigant Consulting July 1997 - November 2001
Coopers & Lybrand May 1996 - September 1996
Skills
Strategy, SQL, Business Intelligence, Management, Software Development, .NET, Microsoft SQL Server, Management Consulting, Integration, C#, ASP.NET, Strategic Partnerships, System Architecture, New Business Development, Software Engineering, Strategic Planning, Solution Architecture, Consulting, Business Analysis, Start-ups, JavaScript, Business Process, PostgreSQL, Performance Analysis, Microsoft Excel, Accounting, Operations Management, PHP, Data Analysis, Business Process Design, MySQL, VBScript, CSS, Process Improvement, Project Management, Executive Management, Databases
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance & Accounting
University of Notre Dame 1993 — 1997
B.A, Computer Applications & Communications/Film Production
Durbin Bennett Tax Advisors, Inc. October 1987 - Present
Durbin Bennett - Private Wealth Management, LLC January 1991 - Present
Coopers & Lybrand December 1985 - October 1987
KPMG August 1980 - December 1985
Continental Airlines August 1973 - August 1980
Education
Texas Tech University - Rawls College of Business 1972 — 1980
Masters, Taxation
Technical Rubber Company, Inc. dba Tech International January 1990 - Present
Coopers & Lybrand 1985 - 1990
Education
The Ohio State University Fisher College of Business 1981 — 1985
BSBA, Accounting
Springfield North High School
FinSOLV LLC November 2013 - Present
Juran Institute, Worldwide leader in quality management (e.g., Lean Six Sigma) 2010 - 2013
Carter Morse Mathias, Regional investment bank for M&A, capital raising, advisory, and valuation. 1998 - 2010
Collier Encyclopedia February 1996 - June 1997
Citicorp Mortgage, Processing arm of Citibank. August 1993 - April 1995
American Express 1991 - 1993
American Express 1982 - 1991
Coopers & Lybrand 1978 - 1982
Skills
Financial Analysis, Finance, Accounting, Business Planning, Business Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Strategic Financial..., Valuation, Investment Banking, Business Analysis, Analysis, Management, Start-ups, Corporate Finance, Management Consulting, Restructuring, Divestitures, Corporate Development, Statistics, Financial Reporting, Forecasting, Private Equity, Cash Flow, Venture Capital, Financial Accounting, Budgets, Auditing, Cash Management, Change Management, Leadership, Strategic Planning, Variance Analysis, Financial Planning
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Statistics, Dean's List
University of Pennsylvania - The Wharton School
B.S. Economics, Finance, Accounting, Mgmt. Science, Dean's List
Cisco Systems March 2010 - Present
Google August 2006 - March 2009
i365, A Seagate Company 2008 - 2009
Savi Technology January 2008 - July 2008
Cicso Systems December 1995 - July 2006
Cisco Systems 1995 - 2006
Cisco Systems, Inc December 1998 - December 2004
Cisco Systems, Inc January 1995 - January 1998
Coopers & Lybrand 1990 - 1995
Skills
Outlook, Event Planning, System Administration, Vendor Management, Customer Service, Software Documentation, Management, Budgets, Employee Relations, Administrative..., Event Management, Human Resources, Marketing, Time Management, Project Management, Program Management, Project Planning, Training, Administrative...
Education
University of Connecticut 1979 — 1981
MA, Counseling
The Johns Hopkins University 1974 — 1978
BA, Psychology/Sociology
International School of the Philippines 1972 — 1975
High School
American School of the Philippines 1971 — 1974
Aguilera International Counsel, LLP June 2007 - Present
Arizona-Mexico Commission 2001 - Present
State Bar of Arizona - International Law Section January 2013 - June 2014
Greater Phoenix Chamber of Commerce 2002 - 2008
Greenberg Traurig, LLP January 2001 - June 2007
Border Trade Alliance 2001 - 2004
State Bar of Arizona 1999 - 2003
Squire, Sanders & Dempsey, LLP March 1998 - January 2001
Snell & Wilmer, LLP September 1993 - March 1998
Coopers & Lybrand August 1986 - June 1990
Skills
International Business..., Bilingual, Accounting Background, Mergers & Acquisitions, Corporate Law, Joint Ventures, Start-ups, Corporate Finance, Venture Capital, Licensing, Finance, Commercial Litigation, Securities Regulation, Real Estate Transactions, Corporate Governance, Program Management, Due Diligence, Training, Mergers, Accounting, Contract Negotiation, Acquisitions, Investment Properties, Bankruptcy, Real Estate, Management, Capital Raising, International Law, Cross-border..., Private Equity, Arbitration, Legal Advice, Business Transactions
Education
Texas Tech University School of Law 1990 — 1993
JD, Law
The University of Texas at El Paso 1984 — 1986
M.A., Accounting
Universidad Tecnológica de México 1979 — 1982
CPA, Accounting
PricewaterhouseCoopers, LLP March 2004 - Present
Coopers & Lybrand January 1988 - July 1994
Skills
Tax, International Tax, Tax Accounting, Corporate Tax, Tax Research, Income Tax, Tax Preparation, Expatriate Tax, Global Mobility, Big 4, SEC filings, Tax Advisory, US GAAP
Education
The Ohio State University 1985 — 1987
Accounting
The Ohio State University 1980 — 1983
BA, Industrial and Organizational Psychology
EducationDynamics, LLC August 2013 - Present
Trillium College Inc. 2012 - July 2013
Fortistar 2011 - 2012
McAllister Towing and Transportation Company, Inc. 2004 - 2011
Berlitz International, Inc. 2000 - 2004
Berlitz International, Inc. 1997 - 2000
Berlitz International, Inc. 1992 - 1997
Coopers & Lybrand 1981 - 1990
Skills
Mergers, Internal Controls, Financial Analysis, Accounting, Financial Reporting, SEC reporting, Financial Accounting, Forecasting, Due Diligence, Cash Management, Budgeting, Financial Management, Financial Planning, Audit, Internal Audit, Restructuring, Strategic Planning, Process Improvement, Consolidation, Auditing, GAAP, Mergers & Acquisitions, SEC filings, Strategic Financial..., Finance, Managerial Finance, Corporate Finance, Analysis
Education
The University of British Columbia 1976 — 1981
Bachelor of Commerce, Accounting
Rea & Associates Inc., CPA's January 1981 - Present
Coopers & Lybrand January 1975 - January 1981
Education
The Ohio State University 1971 — 1974
B.S., Accounting
Inntegrated Hospitality Management Ltd. 1997 - Present
American Hotel & Lodging Association; Financial Management Committee 2011 - Present
Hospitality Financial and Technology Professionals 1998 - 2006
PricewaterhouseCoopers LLP 1987 - 1997
Coopers & Lybrand 1982 - 1997
Skills
Valuation, Litigation Support, Resorts, Hospitality, Hotels, Hospitality Industry, Hospitality Management, Business Planning, Business Strategy, Strategic Planning, Financial Analysis, Management Consulting, Restructuring, Due Diligence, Tourism, Financial Management, Mentoring, New Business Development, Managerial Finance, Food & Beverage, Financial Reporting, Revenue Analysis, Leisure, Management, Hotel Management, Front Office, Marketing Strategy, Yield Management, Pre-opening, Income Statement, Meeting Planning, Banquets, Casino, Food Service, Restaurants, Catering, Fine Dining, Wine, Restaurant Management, Menu Development, Golf, Event Management, Cost Control, Spa, Incentive Travel, Culinary Skills, Incentives, Club, Cruises, Opening Hotels
Education
The University of British Columbia 1977 — 1982
B.Comm, Accounting & Management Information Systems
Catapult Systems February 2013 - Present
Catapult Systems September 2008 - January 2013
Catapult Systems Inc May 1999 - August 2008
Denitech Corporation May 1998 - April 1999
Doc Holidays Pawnbrokers & Jewellers Inc September 1994 - April 1998
Coopers & Lybrand January 1992 - August 1994
Coopers & Lybrand May 1989 - December 1991
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration, Accounting
University of Phoenix January 2013 - Present
Apollo Group June 2011 - December 2012
Apollo Group August 2009 - June 2011
GE Capital - Commercial Finance - Equipment Finance Services August 2006 - March 2009
GE Commercial Finance - Franchise Finance August 2002 - August 2006
Hyperion Software March 2001 - August 2002
Arthur Andersen October 1994 - March 2001
Coopers & Lybrand September 1990 - September 1994
Skills
Financial Reporting, SEC filings, Financial Analysis, Accounting, Sarbanes-Oxley Act, Forecasting, GAAP, Financial Modeling, Internal Controls, Hyperion Enterprise, Auditing, Managerial Finance, Strategic Financial..., US GAAP, Revenue Recognition, CPA, Financial Accounting, Process Improvement, Corporate Finance, Internal Audit
Education
The College of New Jersey 1986 — 1990
BS, Accounting
RM Catalysts Ltd. January 2003 - Present
KPMG LLP (Canada) September 1993 - December 2002
Canadian Embassy, Tokyo September 1989 - August 1993
Government of British Columbia September 1986 - August 1989
Coopers & Lybrand September 1976 - August 1986
Education
Continuing in-house and external Professional Development 1980 — 2015
Business, Management, Marketing, and Related Support Services
The University of British Columbia 1973 — 1976
B.Comm, Commerce and Accounting
University of Victoria 1970 — 1973
Mathematics and Physics
Palo Alto Networks January 2014 - Present
Enterprise Vision Technologies June 2013 - January 2014
NetApp May 2011 - June 2013
NetApp February 2006 - April 2011
Entrust April 2005 - January 2006
ProSight September 2003 - January 2005
Merant June 1995 - August 2003
Coopers & Lybrand December 1991 - May 1995
Education
Texas A&M University
BBA, MIS
Sandlot Solutions May 2015 - July 2015
Allscripts July 2013 - May 2015
Allscripts October 2011 - July 2013
Cavanaugh Consulting Group July 2005 - September 2011
PricewaterhouseCoopers, L.L.P. February 2000 - June 2005
IBM January 1999 - February 2000
Information Management Planning Group July 1996 - December 1998
Coopers & Lybrand October 1992 - June 1996
University HealthSystem Consortium October 1989 - September 1992
Skills
Change Management, Strategy, Project Management, Strategic Planning, Leadership, Healthcare, Healthcare Consulting, Management Consulting, Process Improvement, Healthcare Information..., Program Management, IT Strategy, Business Process..., Enterprise Software, Acquisition Integration, Hospitals, Management, Business Process..., Business Analysis, Mergers, Consulting, IT Management, Informatics, Professional Services, Vendor Management, PMO, Requirements Analysis, Start-ups, Customer Service, Innovation Management, Information Technology, Practice Management, Software Development, Training, PMP, Cross-functional Team..., Health Information..., Project Portfolio..., Software Implementation, Integration, Business Process, Governance, Business Intelligence, Business Transformation, Outsourcing, Executive Management, EHR, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
The University of Chicago 1979 — 1983
BA
Cargill October 2010 - June 2015
Cargill October 2007 - October 2010
Freddie Mac November 2004 - 2007
Freddie Mac October 1994 - November 2004
Freddie Mac March 1994 - June 1994
Coopers & Lybrand October 1991 - March 1994
Coopers & Lybrand August 1990 - September 1991
IBM Corporation January 1989 - May 1989
Skills
RUP, Visio, Program Management, MS Project, Business Process, Project Portfolio..., Project Management, Analysis, Business Analysis, Business Process..., CRM, Change Management, ERP, Enterprise Architecture, IT Strategy, Management, PMO, Process Improvement, SDLC, Software Documentation
Education
The George Washington University - School of Business 2004 — 2007
Master's Certificate, Project Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1990
Bachelor of Science, Accounting
Texas Enterprises, Inc. May 1995 - Present
Ernst & Young 1994 - May 1995
Coopers & Lybrand August 1989 - 1994
Skills
Financial Analysis, Accounting, Forecasting, Management, Financial Reporting, Strategic Planning, New Business Development, Account Management, GAAP, Customer Service, Finance, Internal Controls, Financial Accounting, Team Building, Risk Management, Auditing, Sales, Process Improvement, Marketing, Negotiation, Business Strategy, Budgets, Microsoft Excel, Accounts Payable, QuickBooks, Leadership, Sales Management, Contract Negotiation, Account Reconciliation, Business Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1986 — 1988
MBA, Accounting and Finance
Texas Tech University 1982 — 1986
Agricultural Economics, Concentration in Finance
Inka Solutions December 2007 - Present
Gymboree September 2005 - December 2007
Gap, Inc June 1998 - August 2005
Victoria's Secret 1993 - 1998
Coopers & Lybrand 1992 - 1993
CallVac Services 1990 - 1992
Donatos Pizza 1987 - 1992
Education
The Ohio State University 1988 — 1992
BA Accounting
Johnson & Johnson January 2013 - Present
American Standard December 2007 - January 2013
American Standard September 2006 - December 2007
Sheri's Fine Foods September 2003 - September 2006
Bristol-Myers Squibb April 1996 - August 2003
Coopers & Lybrand 1993 - 1996
Skills
Amazon, Online Marketing, Sales Management, Information Architecture, Information Management, SAP, Program Management, Portfolio Management, E-commerce Solutions, E-commerce, Business Process..., Business Process..., Business Process Design, Innovation, New Business Development, Online Advertising, Business Process, Competitive Analysis, Analytics, Account Management, Master Data Management, Pricing, Strategy, Cross-functional Team..., Requirements Management, Project Management, Product Management, P, Functional..., Forecasting, Cross Functional Team...
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS, Economics
The London School of Economics and Political Science (LSE) 1991 — 1991
Economics
Mir Fox & Rodriguez, PC January 1994 - Present
Coopers & Lybrand 1972 - 1986
Education
Texas Christian University 1959 — 1964
HSBC June 2013 - Present
HSBC September 2011 - June 2013
HSBC July 2010 - August 2011
HSBC January 2009 - June 2010
HSBC August 2006 - December 2008
HSBC July 2003 - June 2006
HSBC April 1998 - June 2003
AT&T Capital 1995 - 1998
Coopers & Lybrand 1992 - 1995
Skills
Corporate Finance, Transfer Pricing, IFRS, Valuation, Tax Advisory, Tax, International Tax, Strategy, Financial Services, Capital Markets, Mergers & Acquisitions, Restructuring, Due Diligence
Education
The London School of Economics and Political Science (LSE) 1989 — 1992
Bachelor of Science (BSc), Economics, 2:1
Bank of New York Mellon July 2007 - December 2008
Mellon Financial January 2002 - June 2007
PricewaterhouseCoopers July 1998 - December 2001
Coopers & Lybrand October 1991 - June 1998
Education
The Ohio State University 1985 — 1990
InterDigital Communications April 2013 - Present
Elsevier, Inc. January 2009 - April 2013
Elsevier, Inc. October 2007 - January 2009
FMC Corporation June 2004 - September 2007
Campbell Soup Company August 1999 - May 2004
PricewaterhouseCoopers 1993 - 1997
Coopers & Lybrand 1993 - 1997
Coopers & Lybrand 1993 - 1997
Skills
Forecasting, Financial Analysis, Mergers & Acquisitions, Business Development, Finance, Financial Modeling, Managerial Finance, Hyperion Enterprise, Financial Reporting, Variance Analysis, Acquisition Integration, Internal Controls, Strategic Financial..., Budgets, Corporate Finance, Business Strategy, Strategic Planning, Financial Forecasting, Analysis, Consolidation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Strategic Management
Johann Wolfgang Goethe-Universität Frankfurt am Main 1992 — 1993
Fulbright Scholarship, International Finance
University of Scranton 1988 — 1992
BS, Economic/Finance
St Joseph's Prep
Adams Funds August 2008 - Present
T. Rowe Price March 1998 - August 2008
Coopers & Lybrand January 1992 - March 1998
Skills
Chartered Financial..., Certified Public...
Education
The Johns Hopkins University - Carey Business School 2001 — 2004
Master of Science (MS), Finance
University of Delaware 1987 — 1991
Bachelor of Science (BS), Accounting and Finance
Wachovia/Strategic Consulting 2007 - Present
Wachovia January 2005 - Present
Wachovia Bank 1997 - Present
SouthTrust Bank April 1997 - January 2005
Ernst & Young January 1995 - April 1997
Coopers & Lybrand January 1990 - January 1995
Education
Texas Tech University 1977 — 1981
Finance & Management
Independent Consultant March 2012 - Present
Independent Consultant March 2012 - Present
Independent Consultant March 2012 - Present
Citigroup May 2000 - March 2012
Citigroup August 1998 - April 2000
MBNA HALLMARK INFORMATION SERVICES August 1996 - August 1998
MBNA November 1994 - August 1996
INTERNAL AUDIT DIVISION November 1993 - November 1994
Coopers & Lybrand September 1992 - October 1993
BARNETT BANK, INC June 1990 - July 1992
Skills
Internal Controls, Auditing, Internal Audit, Banking, Risk Assessment, Budgets, Management, Financial Audits, Operations Management, Policy, Financial Risk, Risk Management, Accounting, Financial Services, Finance, Financial Analysis, Credit Risk, Operational Risk, Executive Management, Credit, Portfolio Management, Cash Management
Education
National Compliance School and The Bank Secrecy Act School
ABA, Graduation Certificate
The Defiance College 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Federal Reserve Bank Supervision and Regulation Schools
B.S, Accounting and Finance
Southwest Airlines March 1994 - January 2011
Coopers & Lybrand August 1991 - March 1994
Skills
Procurement, Strategic Sourcing, Purchasing, Supply Chain Management, Process Improvement
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Nationwide Insurance January 2011 - Present
nationwide insurance April 2006 - December 2010
Nationwide Insurance September 2005 - April 2006
24 - 7 1997 - 2005
Abercrombie & Fitch 1993 - 1997
Coopers & Lybrand 1989 - 1991
Skills
IT Audit, Internal Audit, Risk Management, Governance, Regulatory Affairs, Sarbanes-Oxley Act, Operational Risk, IT Compliance, Process Management, Resource Management, Project Management
Education
The Ohio State University - The Max M. Fisher College of Business 1988 — 1990
BSBA, Accounting & MIS, cum laude
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
JP Morgan Chase November 2009 - Present
National City, now part of PNC January 2009 - August 2009
National City Bank April 2007 - December 2008
National City Bank April 2005 - March 2007
Bank of America March 2001 - April 2005
PricewaterhouseCoopers 1986 - 2001
Coopers & Lybrand 1986 - 1997
Skills
Risk Management, Finance, Six Sigma, Financial Modeling, Internal Controls, Financial Analysis, Mergers & Acquisitions, Banking, Project Planning, Treasury Management, Financial Services, Forecasting, Strategic Planning, Due Diligence, Accounting, Auditing
Education
Executive Development Program at National City 2009 — 2009
Stonier Graduate School of Banking 1995 — 1997
The Ohio State University 1981 — 1986
BSBA, Accounting
University of Cincinnati
TD Bank N.A. July 2011 - Present
The South Financial Group September 2009 - July 2011
Aspiri Consulting 2009 - September 2009
Wachovia 2007 - November 2008
Wachovia 2006 - 2007
SouthTrust Bank 1997 - 2005
Ernst & Young 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Process Improvement, Business Analysis, Change Management, Management Consulting, Portfolio Management, Banking, Data Governance, Data Quality Assurance, Business Intelligence, Business Process..., Financial Services, Management, Risk Management, SDLC, Strategy, Program Management, PMO
Education
Texas Tech University 1977 — 1981
BBA, Finance
Texas Tech University 1977 — 1981
BBA, Management
Clark, Schaefer, Hackett & Co. July 2012 - Present
Fentress & Barnes CPAs November 2010 - July 2012
MCGLADREY / HAUSSER + TAYLOR LLC January 1993 - June 2010
INACOMP/SARCOM January 1989 - January 1992
Coopers & Lybrand January 1984 - January 1989
Skills
Tax, Auditing, Financial Reporting, Internal Controls, CPA, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, GAAP, SEC filings, Income Tax, Tax Preparation, General Ledger, Mergers, Due Diligence, Mergers & Acquisitions, Forensic Accounting, Tax Research, Assurance, Cash Flow, Internal Audit, Finance, Cost Accounting, Budgets, Financial Accounting, Tax Accounting, Corporate Tax, Accounting, Managerial Finance, Fixed Assets, Corporate Finance, Forecasting, SEC Filings, Partnership Taxation, US GAAP, Business Valuation
Education
The Ohio State University
B.S, Accounting & Marketing
Hosking Healthcare Consulting LLC January 2015 - Present
Hosking Klute Healthcare May 2008 - December 2014
RSM McGladrey October 2005 - April 2008
American Express Tax & Business Services January 1999 - September 2005
TriBrook/AM&G September 1996 - December 1998
Coopers & Lybrand April 1988 - August 1996
Herman Smith Associates June 1973 - March 1988
Skills
Hospitals, Planning, Management Consulting, Healthcare, Healthcare Consulting, Business Planning, Business Process..., Strategy, Project Planning, Strategic Planning, Budgets, Healthcare Management, Mergers & Acquisitions, Project Management, Performance Improvement, Business Development, Leadership Development, Process Improvement, Consulting, Program Management, Entrepreneurship, Leadership, Change Management, Executive Management, Management, Team Building, Contract Negotiation, Healthcare Industry, Organizational..., Start-ups, Business Strategy, Operations Management, Vendor Management, Performance Management, CRM, Outsourcing, Cross-functional Team..., Business Transformation, Business Analysis
Education
The University of Chicago Booth School of Business 1971 — 1973
MBA, Hospital Administration
University of Michigan 1967 — 1971
BSE, Industrial Engineering
Iron Mountain High School 1963 — 1967
Kraft Foods 2000 - 2003
Coopers & Lybrand Consulting East Asia 1996 - 1998
Coopers & Lybrand 1993 - 1996
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Accounting
Oldcastle 2013 - Present
Oldcastle 2005 - 2013
Oldcastle 1997 - 2005
Holiday Inn Worldwide 1993 - 1996
Coopers & Lybrand 1991 - 1993
Skills
Tax, Financial Reporting, Accounting, Financial Analysis, GAAP, Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Budgets, Sarbanes-Oxley Act, IFRS, Payroll, Due Diligence, General Ledger, US GAAP, Recruiting, SEC filings, Movex, Variance Analysis, Process Improvement, Financial Modeling, Management, Financial Accounting, Leadership, Account Reconciliation, Cost Accounting, P&L, Contract Negotiation, Accounts Receivable, Hyperion Enterprise, Business Process..., Mergers & Acquisitions, Team Building, Negotiation, Fixed Assets, Risk Management, Project Management, Microsoft Excel, QuickBooks, CPA, SEC Filings
Education
The University of Georgia 1990 — 1991
Masters, Taxation
The Citadel 1986 — 1990
B.S., Business
Henderson High 1981 — 1986
Baryia Travel 1991 - Present
PricewaterhouseCoopers (previously Coopers & Lybrand) 1986 - 1991
Coopers & Lybrand 1985 - 1991
Skills
Premier Aussie Travel..., Kiwi Travel Specialists, Kenya Travel Specialists, South Africa Travel..., Leisure Travel, Luxury, Tourism, Honeymoons, Tour Operators, Cruises, Leisure, Adventure Travel, Business Travel, Vacation, Travel Management, Incentive Travel, Travel Planning, Resorts, Incentives
Education
The University of Akron 1971 — 1973
BS, Accounting
PricewaterhouseCoopers LLP July 1998 - Present
Coopers & Lybrand January 1995 - June 1998
Skills
SEC filings, Internal Controls, Financial Reporting, US GAAP, Auditing, GAAP, Asset Management, Financial Accounting, CPA, Assurance, Accounting
Education
The Ohio State University 1990 — 1994
BSBA, Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ July 1998 - December 2014
Spector & Saulino November 1992 - July 1998
Coopers & Lybrand November 1983 - October 1992
Sorkin, Thayer & Co. July 1979 - November 1983
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Income Tax, Accounting, Tax Advisory, Manufacturing
Education
The University of Akron 1984 — 1989
Master's degree, Taxation
The University of Akron 1975 — 1979
Bachelor of Science (BS), Accounting
Buckeye State Mutual Insurance Company January 1999 - Present
Credit General Insurance 1991 - 1999
Coopers & Lybrand July 1989 - April 1991
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Budget, Forecasting, Navision, Accounting, Financial Statements, Microsoft Office, Property & Casualty..., Statutory Accounting, Budget Process, Internal Controls, Insurance, Budgets, Auditing, Sarbanes-Oxley Act
Education
The Ohio State University Fisher College of Business 1987 — 1989
BSBA, Accounting
State and Federal Communications July 2013 - Present
Time Warner Cable August 2012 - April 2013
Time Warner Cable June 2007 - July 2012
Time Warner Cable June 2000 - May 2007
Telxon Corporation September 1995 - June 2000
CBIZ - Spector & Saulino, CPA's November 1992 - June 1995
Coopers & Lybrand January 1983 - October 1992
Skills
Telecommunications, Forecasting, Process Improvement, Budgets, Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Managerial Finance, Financial Modeling, Internal Controls, Change Management, Employee Development
Education
The University of Akron 1987 — 1993
Master of Business Administration (MBA), Finance
Walsh University 1978 — 1982
Bachelor of Arts (BA), Accounting and Finance
CBIZ MHM, LLC January 2009 - Present
CBIZ MHM, LLC January 1994 - December 2008
Coopers & Lybrand September 1991 - December 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Risk Management, GAAP, Internal Controls, Auditing, Fair Value, US GAAP, CPA, Revenue Recognition, External Audit, General Ledger, Budgets, Tax, Corporate Tax, Mergers & Acquisitions
Education
The University of Akron 1986 — 1991
BS, Accounting
True North Venture Partners November 2011 - Present
Remy International January 2008 - Present
Desert Island Restaurants, LLC 2014 - 2015
Hypercom January 1998 - August 2011
EF Johnson August 2010 - November 2010
Inter-Tel, Inc 1998 - 2008
Coopers & Lybrand 1982 - 1986
Skills
Entrepreneurship
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1982
MBA, Finance
Texas A&M University 1976 — 1980
BBA, Accoutning
St. Mark's School of Texas 1972 — 1976
Deloitte September 2005 - Present
Deloitte & Touche LLP 2005 - Present
IIA- Houston 2010 - 2010
IIA 2000 - 2010
NCI Building Systems August 2003 - July 2005
El Paso 2005 - 2005
Enron 2000 - 2001
PricewaterhouseCoopers January 1997 - June 2000
Coopers & Lybrand 1996 - 2000
Arthur Andersen & Co. December 1987 - May 1992
Education
Texas Tech University 1983 — 1987
BBA, Accounting
Robert E. Lee High School 1980 — 1983
Kaiser Consulting September 2008 - Present
Hilary Dodson CPA 1997 - 1999
Eurotronics Inc 1993 - 1997
Coopers & Lybrand 1987 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Sarbanes-Oxley, Auditing, Risk Assessment, Process Improvement, GAAP, Strategic Planning, Consolidation, General Ledger
Education
The Ohio State University 1983 — 1987
BS, Accounting
Cambridge Associates August 2003 - Present
Coopers & Lybrand June 1996 - 1998
Skills
Venture Capital
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Tufts University 1992 — 1996
Bachelors, Economics
Agfa HealthCare August 2000 - Present
DeLage Landen Financial Services January 1996 - August 2000
De Lage Landen January 1996 - August 2000
Siemens Medical Systems December 1992 - January 1996
Orix real estate equities 1988 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Healthcare Information..., Healthcare Consulting, Healthcare, Strategic Planning, EMR, Process Improvement, Financial Services, Hospitals, Healthcare Management, Finance, EHR, Healthcare Industry, New Business Development, Cross-functional Team..., Leadership, Medical Imaging, Radiology, Management, Revenue Cycle, HIPAA, Informatics, Salesforce.com, Practice Management, HL7, Physicians, Meditech, Executive Management, Epic Systems, Medical Devices, CPOE, Managed Care, PACS, Strategy, Sales, Capital Equipment
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance and Marketing
University of Florida 1980 — 1984
BS Accounting, Accounting
Ryland Homes June 2013 - February 2014
Euramax International 2012 - May 2013
Amerimax Building Products (Division of Euramax International) 2007 - 2011
Amerimax Building Products (Division of Euramax International) 2005 - 2006
Amerimax Building Products (Division of Euramax International) 2000 - 2004
Signet Construction 1997 - 1999
Amerimax Building Products, Inc. 1995 - 1996
Pidgeon's Home Furnishings 1994 - 1994
Coopers & Lybrand 1988 - 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Process Improvement, Strategic Financial..., US GAAP, Business Strategy
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Diversity Marketing and Communications May 2015 - Present
Diversity Marketing and Communications January 2014 - April 2015
Kendal Valley Associates LLC July 2000 - December 2013
Drew University 2007 - 2008
Kline & Company 1993 - 1998
Coopers & Lybrand 1989 - 1993
Coopers & Lybrand 1983 - 1988
Skills
Publicity, Marketing Communications, Business Development, Marketing Strategy, Strategy, Strategic Communications, Copywriting, Competitive Analysis, Leadership, Project Management, Editing, Project Planning, Budgets, Analysis, Public Speaking, Social Media, Nonprofits, Sales, Fundraising, Event Planning, Public Relations, Social Media Marketing, Social Networking, Event Management, Entrepreneurship, Marketing, Business Strategy, Research, Strategic Planning, Blogging, Leadership Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania 1979 — 1983
BA, European History
The London School of Economics and Political Science (LSE)
Better Business Bureau of Akron October 2011 - Present
Better Business Bureau of Akron, Inc. 2000 - September 2011
Universal Screen Arts 1995 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Nonprofits, Non-profits, Community Outreach, Public Speaking, Event Planning, Customer Service, Grant Writing, Public Relations, Marketing, Coaching, Social Media Marketing, Fundraising, Small Business, Social Media, Marketing Communications, Financial Accounting, Accounting, Management, Human Resources, Financial Analysis, Building Relationships, Leadership, Team Building, Strategic Planning
Education
The University of Akron 1988 — 1992
Bachelors, Accounting
Superior Beverage Group January 1994 - Present
Coopers & Lybrand 1985 - 1994
Coopers & Lybrand (1998 merged to form PricewaterhouseCoopers LLP) 1985 - 1994
Education
The Ohio State University 1981 — 1985
BS BA, Accounting
Honda of America Mfg., Inc. June 2010 - December 2010
J. P. Morgan Chase December 2001 - December 2008
JP Morgan Chase January 1998 - November 2001
J. P. Morgan Chase April 1993 - December 1997
JP Morgan Chase January 1988 - January 1993
MAVEN SOFTWARE CORPORATION January 1985 - January 1988
Coopers & Lybrand January 1984 - January 1985
KOBACKER STORES January 1982 - January 1984
Education
The Ohio State University 1978 — 1983
BSCIS, Computer & Information Science - College of Engineering
Midwest Electric, Inc. July 2005 - Present
Wiesenmayer Law Office August 1996 - Present
Coopers & Lybrand 1995 - 1996
Skills
Tax, Estate Planning, Real Estate, Probate, Trusts, Small Business, Tax Law, LLC, Corporate Law, Civil, Wills, Negotiation, Income Tax, Tax Returns, Corporate Tax, Transaction Advisory, Business Advisory, Tax Preparation, Litigation, Estate Administration, Civil Litigation, Legal Research, Public Speaking
Education
The Ohio State University Moritz College of Law 1992 — 1995
JD
The Ohio State University Fisher College of Business 1988 — 1992
B.S.B.A., Honors Accounting
ROBINSON & ASSOCIATES 1998 - Present
PHI 1982 - 1998
DECISION SCIENCES 1980 - 1982
Coopers & Lybrand 1973 - 1975
American Airlines 1969 - 1972
Skills
Finance, CPA, Start-ups, Corporate Finance, Team Building, Accounting, Loans, Energy Industry, Investments, Estate Planning, New Business Development, Healthcare, Retirement Planning, Contract Negotiation, Cash Flow, Real Estate, Leadership, Negotiation, Financial Analysis, Real Estate Development, Strategy, Real Estate Management, Credit Analysis, Entrepreneurship, Financial Services, Securities, Treasury Management, Investment Advisory, Property Management, Real Estate Economics, Financial Risk, Corporate Governance, Commercial Real Estate, Managerial Finance, Commercial Lending, Executive Management, Disposition, Wealth Management, Business Development, Enterprise Risk..., Financial Advisory, Corporate Tax, Real Estate Transactions, Cash Management, Venture Capital, Private Equity
Education
University of Pennsylvania - The Wharton School 1964 — 1966
MBA
The Ohio State University 1960 — 1964
B.S.
Savannah College of Art and Design August 2015 - Present
Beke Consulting and Tax Services June 1995 - Present
The University of Akron January 2001 - August 2015
Price Waterhouse Coopers August 1992 - January 2001
Coopers & Lybrand 1992 - 1995
Skills
Accounting, Auditing, Finance, Tax, Student Affairs, Non-profits, Bookkeeping, Quickbooks, Project Management, Lean Management, PeopleSoft, Financial Analysis, Access, Financial Reporting, Microsoft Excel
Education
The University of Akron 2011 — 2015
Masters of Science, Accounting, 3.6
The University of Akron 2013 — 2013
Project Management
The University of Akron 2013 — 2013
Lean Mastery Certification
The University of Akron 1989 — 1992
BS Accounting, Accounting, 3.493
Lincoln Financial Group February 2014 - Present
reNew Jersey Stronger May 2013 - 2014
Xerox 2012 - March 2013
ACS 2005 - 2012
Mellon HR Solutions 2002 - 2005
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1992 - 1998
Skills
Vendor Management, Business Analysis, User Acceptance Testing, SQL, Process Improvement, Business Process..., Business Requirements, Requirements Analysis, Outsourcing
Education
The Ohio State University 1990 — 1992
BA, Mathematics
Anthony G. Yip Consulting Services Ltd. July 2005 - Present
The Answer Company June 2005 - Present
1st Walnut Grove Scout Group October 2011 - Present
1st Walnut Grove Scout Group September 2006 - August 2011
1st West Langley Scout Group September 2004 - August 2006
BDO Dunwoody September 1992 - December 2004
1st West Langley Scout Group September 2002 - August 2004
Jones Richard & Company September 1991 - April 1992
Degelder Construction September 1989 - September 1991
Coopers & Lybrand September 1986 - September 1989
Skills
Sage CRM, SQL Server, Accounting, Business Analysis, Crystal Reports, Sage, Software Training, Pervasive, Simply Accounting, Needs Analysis, Accpac, Business Intelligence, Software Implementation, Customer Relations, Requirements Analysis, Excel, Internal Controls, Financial Reporting, Hands-on Training, Microsoft SQL Server, QuickBooks, Small Business, Customer Service, Business Process, ERP, Integration, Analysis, Consulting, Enterprise Software, Microsoft Excel, SaaS, Start-ups, Ubiquitous Computing, Management, Business Process..., Professional Services, Management Consulting
Education
Certified General Accountants of British Columbia 1991 — 1993
CGA, CGA
The University of British Columbia 1978 — 1986
Bachelor of Commerce (BCom), Accounting and Management Information Systems
Templeton Secondary 1972 — 1978
Caris Life Sciences February 2010 - Present
SOURCECORP June 2006 - March 2010
McKesson February 2001 - June 2006
Centex Corporation November 1998 - February 2001
Bank One 1993 - 1998
Coopers & Lybrand 1991 - 1993
Office of Thrift Supervision, Department of U.S. Treasury 1989 - 1991
Coopers & Lybrand 1981 - 1989
Education
Texas Tech University 1977 — 1981
BBA, Accounting
Ernst & Young LLP 2005 - 2009
Speer Industries, Inc. 1994 - 2005
Clevenger-Loofbourrow & Associates 1986 - 1992
Richard Ferguson, CPA 1985 - 1986
Coopers & Lybrand 1977 - 1982
Skills
Financial Reporting, Accounting, Tax Preparation, Internal Controls, Auditing, Cash Management, Sarbanes-Oxley Act, Financial Accounting, GAAP, US GAAP, Internal Audit, CPA, Finance
Education
The Ohio State University
French, undergraduate requirements
Weatherhead School of Management at Case Western Reserve University
Bachelor of Science, Accounting, International Business, Russian
North Kansas City Hospital July 2004 - Present
North Kansas City Hospital 2004 - 2015
North Kansas City Hospital 2004 - 2015
Valley Baptist Health System 1996 - 2004
Coopers & Lybrand 1983 - 1996
Skills
Medicare, Healthcare Management, Healthcare, Revenue Cycle, Healthcare Information..., Hospitals, Strategic Planning, Managed Care, Healthcare Consulting, EMR, EHR, Physician Relations, HIPAA, Physicians, Revenue Cycle Management
Education
Texas Tech University 1982 — 1983
BBA, Accounting
Texas A&M University 1975 — 1978
B.S., Agriculture Economics
OCLC March 2014 - Present
Cardinal Health April 2008 - February 2014
The Scotts Miracle-Gro Company 1994 - 2008
Coopers & Lybrand November 1988 - May 1994
Huntington National Bank August 1987 - November 1988
Standard Oil August 1982 - October 1985
Skills
Financial Analysis, Change Management, Process Improvement, Cross-functional Team..., Business Process..., Sarbanes-Oxley Act, Customer Service, Budgets, Forecasting, Financial Reporting, Business Process, Management, Financial Modeling, Accounting, Strategic Planning, Mergers & Acquisitions, Microsoft Excel, Internal Controls, Business Analysis, Strategy, Management Consulting, Leadership, ERP, Managerial Finance, Auditing, Analysis, Acquisition Integration, Cost Accounting, Hyperion Enterprise, Executive Management, Strategic Financial..., Sarbanes-Oxley, Risk Management, Finance, P&L Management, Cash Management, Consolidation, General Ledger, Capital Budgeting, Internal Audit, US GAAP, Business Planning, SAP, Cash Flow, Financial Accounting, Corporate Finance, Due Diligence, Variance Analysis, CPA
Education
The Ohio State University - The Max M. Fisher College of Business 1985 — 1987
MBA, Accounting and MIS
The Defiance College 1980 — 1982
Bachelors, Accounting
Lima Technical college 1978 — 1980
Associates, Accounting
Deloitte June 1999 - Present
Deloitte January 1995 - May 1999
Coopers & Lybrand 1990 - 1995
Phillips Petroleum Company 1980 - 1990
Various Accounting Positions 1976 - 1980
Skills
SEC filings, Tax, Accounting, US GAAP, Tax Accounting, Corporate Tax
Education
Texas Tech University
BS, Accounting
Bond Street Group, LLC April 2014 - Present
Kforce May 2012 - December 2013
Response June 2010 - May 2012
Access Staffing December 2009 - June 2010
Peak Tax October 2004 - April 2009
Peak Organization, Inc October 2004 - April 2009
Public Accounting Firms January 1994 - January 2005
Coopers & Lybrand January 1988 - January 1992
Ernst & Young January 1986 - January 1988
Godick & Company January 1982 - January 1986
Skills
Financial Services, Expatriate Tax, Recruiting, Networking, Marketing, Contract Management, Accounting, Auditing, Financial Planners, CPA, Executive Search, Tax, International Tax, Finance, Private Equity, Talent Acquisition, Technical Recruiting, Corporate Finance, Restructuring, Tax Law, Temporary Placement, Tax Accounting, Management, Due Diligence, Financial Analysis, SEC filings, Financial Planning, Sarbanes-Oxley Act
Education
Philadelphia University 1979 — 1982
BS, Accounting and Fashion Merchandising
London School of Economics and Political Science
B.S, Accounting
JAD SERVICES LLC October 2009 - Present
John Allen Daum CPA, P.A. January 1995 - Present
Goldstein Covin et al & Successors January 1987 - January 1995
Coopers & Lybrand September 1982 - September 1986
Deloitte & Touche December 1971 - September 1982
Skills
Financial Analysis, Business Planning, Tax, Investments, Financial Reporting, Mergers, Accounting, Investment Management, Banking, High Net Worth..., Corporate Finance, Strategic Financial..., Tax Returns, Financial Advisory, Finance, Private Equity, Due Diligence, Restructuring, Business Valuation, Managerial Finance, Estate Tax Planning, Portfolio Management, Asset Management, Financial Modeling, Financial Planning
Education
The Ohio State University 1968 — 1972
B.S.B.A., Accounting & Finance
The Insurance Circle Agency June 2011 - Present
PricewaterhouseCoopers January 1991 - March 2010
Coopers & Lybrand 1991 - March 2010
Skills
Auditing, Insurance, Management, Accounting, Small Business, Financial Analysis, Risk Management, Financial Reporting, Mergers & Acquisitions, Finance, Enterprise Risk..., Strategic Financial..., Management Consulting, Time Management, Tax, Financial Planning
Education
The Ohio State University 1987 — 1991
BSBA, Accounting
DSP March 2003 - Present
PRS Insurance Group, Inc. April 1991 - May 1999
Coopers & Lybrand 1983 - 1990
Skills
CPA Ohio 19866 retired..., Accounting, Leadership, Accounts Receivable, Business Strategy, Financial Analysis, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Small Business, Insurance, Executive Management, Team Building, Business Development, Finance, Start-ups, Risk Management, Operations Management, Management Consulting, Portfolio Management, Business Planning, Forecasting, Process Improvement, Budgets, Due Diligence, Auditing, New Business Development
Education
The University of Akron 1980 — 1983
B.S., Accounting
vassallo RTW LLC September 2012 - Present
Columbia Management January 1996 - October 2010
Columbia Management January 1998 - January 2004
Columbia Mgmt January 1996 - January 1998
Columbia Mgmt January 1992 - January 1996
The New England/New England Financial July 1984 - January 1996
New England Life January 1984 - January 1992
Coopers & Lybrand July 1978 - August 1982
Education
The Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business and Finanace
University of Delaware 1974 — 1978
BS, Finance and Accounting
Amos Tuck School, Dartmouth College
MBA
University of Delaware
BS
sole proprietor April 2010 - Present
PricewaterhouseCoopers December 1981 - March 2010
Coopers & Lybrand 1981 - 2010
Skills
Tax Research, Tax, CPA, Financial Planners, Trusts, Estate Planning, High Net Worth..., S Corporations, Accountants, Personal Finance, Tax Accounting
Education
The College of Saint Rose 1968 — 1972
BS, Business Administration (accounting)
PSM International April 2015 - August 2015
FMI Medical Systems January 2013 - March 2015
Freedom Health LLC April 2011 - January 2013
Clinical Research Management November 2010 - April 2011
Tru-Fit Products May 2008 - August 2009
Rohrer Corporation March 1997 - February 2008
Elwell Parker August 1992 - March 1997
Coopers & Lybrand August 1988 - July 1992
Skills
Accounting, Financial Statements, Payroll, General Ledger, GAAP, Microsoft Excel, Account Reconciliation, Strategic Planning, Financial Reporting, Auditing, Financial Audits, Managerial Finance, Tax Returns, QuickBooks, Internal Controls, Accounts Payable, Cash Flow Forecasting, Corporate Tax, Mergers & Acquisitions, Invoicing, Cost Accounting, Inventory Management, Human Resources, Financial Planning, Quote Preparation
Education
The University of Akron 1983 — 1988
Bachelors, Accounting
Cuyahoga Falls High School
BC Hydro 2000 - Present
Methanex Corporation 1999 - 2000
Terasen Gas 1997 - 1999
Westcoast Energy Inc 1995 - 1997
Methanex Corporation 1994 - 1995
Anthem Properties 1993 - 1994
Coopers & Lybrand 1985 - 1988
Skills
Procurement, Energy, Project Finance, Business Strategy, Project Management, Contract Negotiation, Project Evaluation, Project Planning, Analysis, Program Evaluation, Strategy, Strategic Planning, Finance, Negotiation, Program Management, Financial Modeling, Accounting, Business Process..., Financial Analysis
Education
BC Institute of Chartered Accountants 1985 — 1987
CA
The University of British Columbia 1974 — 1981
Commerce
Carson Graham 1971 — 1974
Triumph Bancorp 2014 - Present
Midmark 2013 - Present
Golden Seeds Fund LP 2011 - Present
Zix Corporation 2010 - Present
PricewaterhouseCoopers 2009 - Present
PwC 1998 - June 2009
Coopers & Lybrand 1984 - 1998
Skills
IPO, Financial Analysis, Internal Controls, Mergers & Acquisitions, Due Diligence, SEC filings, Accounting, Private Equity, Financial Reporting, Leadership, Corporate Finance, Auditing, Management Consulting, Tax, Financial Modeling, US GAAP, CPA, Venture Capital, Restructuring, Sarbanes-Oxley Act, Corporate Governance, Revenue Recognition
Education
Texas Christian University 1971 — 1975
Triple Canopy December 2012 - Present
BDO Seidman, LLP June 2009 - January 2012
Navigant Consulting 1997 - 2009
Coopers & Lybrand November 1995 - December 1997
Coopers & Lybrand 1992 - 1995
Coopers & Lybrand - Washington DC 1980 - 1985
Skills
Sarbanes-Oxley Act, SEC filings, Financial Reporting, Accounting, Corporate Tax
Education
The George Washington University 1976 — 1980
B.A.
Walsh College 1987 — 1989
M.S.P.A.
Georgetown Visitation
McQuaid & Associates, P.C. July 1992 - Present
Coopers & Lybrand July 1983 - June 1988
Skills
Tax, Preparation, Small Business, Income Tax, Bookkeeping, Accounting, Corporate Tax, Financial Reporting, Internal Controls, Tax Preparation, CPA, Tax Accounting, Tax Returns, Partnership Taxation, General Ledger, Financial Accounting, GAAP, QuickBooks, Tax Research
Education
The University of Akron 1979 — 1983
BS, Accountancy
Kevin Holmes, CPA February 2015 - Present
Allen Marketing January 2003 - January 2013
Planning Concepts Capital Inc. 2003 - 2006
Tenneco Business Services 1996 - 1999
American Oil and Gas March 1991 - May 1995
Coopers & Lybrand September 1989 - February 1990
KPMG August 1988 - August 1989
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Tax Preparation, Journal Entries, Financial Accounting, Tax Returns, Microsoft Excel, Auditing, Account Reconciliation
Education
Texas Tech University 1985 — 1988
BBA, Accounting
Texas Tech University 1985 — 1988
Bachelor's degree, Accounting
The Carlyle Group March 2011 - Present
Greenhill & Co. 2010 - 2011
Credit Suisse 2005 - 2010
The John Buck Company 1996 - 2005
Coopers & Lybrand 1993 - 1996
Skills
Investments, Debt, Equities, Investor Relations, Investment Management, Due Diligence
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance
University of Chicago 1986 — 1990
AB, South Asian Languages & Civilizations
Organizers Direct LLC November 2010 - Present
Gap Inc. May 1998 - March 2000
US Airways June 1996 - July 1998
Coopers & Lybrand August 1992 - July 1994
Skills
Strategic Planning, Marketing Strategy, Business Strategy, Business Planning, Social Media, Financial Analysis, Business Development, Leadership, Advertising, Lead Generation, Online Marketing, HubSpot, Copywriting, Event Planning, Event Management, Business Writing, Art Direction, AZ Walk Now for Autism..., Former CPA, Art Walk Coordinator,..., Book Fair Coordinator,..., Writing, Sales, Marketing, Strategy, Team Building, Management, New Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Marketing
Texas Christian University - M.J. Neeley School of Business 1988 — 1992
BBA, Accounting
Parkland Health and Hospital System July 2014 - Present
Parkland Health and Hospital System January 2012 - Present
HCA-Medical City Dallas Hospital October 2000 - April 2011
Baylor University Medical Center August 1998 - September 2000
Columbia-HCA Healthcare Co April 1996 - August 1998
Coopers & Lybrand October 1994 - April 1996
Mutual of Omaha March 1988 - October 1994
Arthur Andersen & Co August 1986 - March 1988
Skills
Revenue Cycle, Medicare, Medicaid, Healthcare, Hospitals, Medical Billing, Accounting, Leadership, Auditing, Analysis, Invoicing, Program Management, Finance, Human Resources, Internal Controls, Nursing, Home Care, Managed Care, HIPAA, Healthcare Management
Education
Texas Women's University 2007 — 2009
MBA, Healthcare
Texas Tech University 1982 — 1986
BBA, Accounting
Private Practice January 2001 - Present
The Strengthening Health Institute 2000 - 2003
Harvard Vanguard Medical Associates 1996 - 1999
Harvard Pilgrim Health Care 1992 - 1996
Coopers & Lybrand July 1991 - August 1991
Beth Israel Hospital 1987 - 1990
Skills
Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Wellness, Managed Care, Healthcare Consulting, Clinical Research, Public Health, Nutrition, Nursing
Education
University of Chicago Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Health Care Management
University of Pennsylvania, School of Nursing
Bachelor of Science (B.S.), Nursing
Central Electric Power Cooperative, Inc. February 2013 - Present
manager of Financial August 2000 - Present
Hickman & Associates, PA 1998 - Present
Wilbur Smith Associates, Inc. 1990 - 1998
Coopers & Lybrand 1988 - 1990
Skills
Tax, Financial Analysis, Energy, Auditing, Proposal Writing, Management
Education
University of South Carolina - The Moore School of Business 1984 — 1988
Masters of Accountancy, Auditing
The Defiance College
Self-employed May 1995 - Present
Hamilton Foundry & Machine Co. April 1984 - April 1995
Shepherd Metal Fabricating Co. January 1967 - October 1982
Coopers & Lybrand January 1957 - December 1965
Skills
QuickBooks specialist, Accounting, Finance, Auditing, Financial Accounting, Internal Controls, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 1950 — 1956
Master of Business Administration (MBA), Accounting and Business/Management, 3.46 GPA
Baymark Strategies, LLC October 1993 - Present
Coopers & Lybrand April 1985 - September 1993
Bank of America May 1982 - March 1985
Morgan Guaranty Trust Co. (JPMorgan) January 1972 - April 1982
Skills
Loans, Project Finance, Structured Finance, Corporate Governance, Corporate Finance, Restructuring, Chapter 11, Mergers & Acquisitions, Portfolio Management, Venture Capital, Due Diligence, Private Equity, Valuation, Corporate Development, Financial Modeling, Investment Banking, IPO, Capital Markets, Securities, Executive Management, Financial Analysis, Financial Services, Finance, Joint Ventures, Hedge Funds, Equities, Investments, Asset Management, Corporate Law, Strategic Financial..., Strategy, SEC filings, Business Valuation, Start-ups, Debt Restructuring, Risk Management, Managerial Finance, Private Placements, Financial Structuring, LBO, Divestitures, M&A experience, Mezzanine
Education
University of Michigan Business School 1970 — 1971
Master of Business Administration (MBA), Corporate Finance, Banking & Accounting
The Ohio State University 1962 — 1966
B.S.B.A., Finance, Economics & Real Estate
Texas A&M University November 1999 - Present
Texas A&M University June 1991 - October 1999
Coopers & Lybrand July 1989 - May 1991
Skills
Compliance, Enterprise Risk..., Internal Controls, Internal Audit, Business Process..., Higher Education, Emergency Preparedness, Audit Liaison, Management Advisory..., Fraud Investigations, Auditing, IT Audit, Sarbanes-Oxley Act
Education
Texas A&M University 1992 — 1994
Master of Business Administration (MBA)
Texas A&M University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting