Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Jonathan Scales Jonathan Scales's Coopers & Lybrand Experience January 1993 - January 1996
Job Principal Adviant, Inc. Innovative Human Resource Solutions
Industry Human Resources
Experience
Adviant, Inc. May 2007 - Present
St. John's Regional Medical Center August 2004 - November 2006
Pegasus Solutions October 2000 - August 2004
WebLink Wireless, Inc. October 1999 - October 2000
Ernst & Young February 1996 - September 1999
Coopers & Lybrand January 1993 - January 1996
Skills
Employee Benefits, Deferred Compensation, Human Resources, HRIS, Leadership, Employee Relations, HR Consulting, Leadership Development, Executive Pay, Training, Policy, Process Improvement, Outsourcing, Strategic Planning, Job Descriptions, Performance Management, Salary, Pensions, Health Insurance, Bonus, Market Pricing, Benefits Design, 401k, Management, Stocks, Job Analysis, Life Insurance, Retirement, Job Evaluation, Payroll, Welfare, Retirement Benefits, Base Pay, Brokerage, Compensation Strategies, Training and Development, Recruiting
Education
University of Houston 1991 — 1993
MSA
Baylor University 1987 — 1991
BBA
Adviant, Inc. May 2007 - Present
St. John's Regional Medical Center August 2004 - November 2006
Pegasus Solutions October 2000 - August 2004
WebLink Wireless, Inc. October 1999 - October 2000
Ernst & Young February 1996 - September 1999
Coopers & Lybrand January 1993 - January 1996
Skills
Employee Benefits, Deferred Compensation, Human Resources, HRIS, Leadership, Employee Relations, HR Consulting, Leadership Development, Executive Pay, Training, Policy, Process Improvement, Outsourcing, Strategic Planning, Job Descriptions, Performance Management, Salary, Pensions, Health Insurance, Bonus, Market Pricing, Benefits Design, 401k, Management, Stocks, Job Analysis, Life Insurance, Retirement, Job Evaluation, Payroll, Welfare, Retirement Benefits, Base Pay, Brokerage, Compensation Strategies, Training and Development, Recruiting
Education
University of Houston 1991 — 1993
MSA
Baylor University 1987 — 1991
BBA
Heather Turiello Heather Turiello's Coopers & Lybrand Experience 1991 - 1993
Job Business Strategy and Technology Consultant
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Kansas City February 2012 - Present
IntelliThink LLC June 2006 - February 2012
Yellow Transportation 2002 - 2006
BusinessEdge Solutions 2001 - 2002
Advocor, Inc. 1999 - 2001
Ernst & Young / CGE&Y / Capgemini 1996 - 1999
TranSystems 1994 - 1996
Coopers & Lybrand 1991 - 1993
Skills
Business Development, Knowledge Management, Business Modeling, Strategic Planning, Strategy, Performance Management, Organizational..., Marketing Strategy, Program Management, Project Management, Change Management, Vendor Management, Management Consulting, Consulting, Cross-functional Team..., Process Improvement, Business Analysis, Business Strategy, Process Engineering, Business Process...
Education
Baker University 1985 — 1997
M.S., Management
University of Kansas 1989 — 1992
B.S., Journalism - Business Communications
University of Vermont 1987 — 1988
Liberal Arts
St. Johnsbury Academy 1983 — 1987
Blue Cross and Blue Shield of Kansas City February 2012 - Present
IntelliThink LLC June 2006 - February 2012
Yellow Transportation 2002 - 2006
BusinessEdge Solutions 2001 - 2002
Advocor, Inc. 1999 - 2001
Ernst & Young / CGE&Y / Capgemini 1996 - 1999
TranSystems 1994 - 1996
Coopers & Lybrand 1991 - 1993
Skills
Business Development, Knowledge Management, Business Modeling, Strategic Planning, Strategy, Performance Management, Organizational..., Marketing Strategy, Program Management, Project Management, Change Management, Vendor Management, Management Consulting, Consulting, Cross-functional Team..., Process Improvement, Business Analysis, Business Strategy, Process Engineering, Business Process...
Education
Baker University 1985 — 1997
M.S., Management
University of Kansas 1989 — 1992
B.S., Journalism - Business Communications
University of Vermont 1987 — 1988
Liberal Arts
St. Johnsbury Academy 1983 — 1987
Sean Byrne's Coopers & Lybrand Experience September 1994 - August 1996
Job Divisional CFO, NeuroRestorative Division of The MENTOR Network
Industry Hospital & Health Care
Experience
The MENTOR Network November 2011 - Present
The Mentor Network August 2007 - November 2011
The MENTOR Network January 2003 - August 2007
The MENTOR Network January 2000 - January 2003
The MENTOR Network January 1999 - January 2000
The MENTOR Network August 1997 - January 1999
Grant Thornton August 1996 - August 1997
Coopers & Lybrand September 1994 - August 1996
Skills
Mergers & Acquisitions, Financial Analysis, Strategy, Forecasting, Finance, Strategic Financial..., Budgets, Leadership, Analysis, Auditing, Management, SEC filings, Financial Reporting, Accounting, General Ledger, Financial Statements, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Hyperion Enterprise, GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
MBA, Finance
Western New England University 1990 — 1994
BSBA, Accounting
The MENTOR Network November 2011 - Present
The Mentor Network August 2007 - November 2011
The MENTOR Network January 2003 - August 2007
The MENTOR Network January 2000 - January 2003
The MENTOR Network January 1999 - January 2000
The MENTOR Network August 1997 - January 1999
Grant Thornton August 1996 - August 1997
Coopers & Lybrand September 1994 - August 1996
Skills
Mergers & Acquisitions, Financial Analysis, Strategy, Forecasting, Finance, Strategic Financial..., Budgets, Leadership, Analysis, Auditing, Management, SEC filings, Financial Reporting, Accounting, General Ledger, Financial Statements, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Hyperion Enterprise, GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
MBA, Finance
Western New England University 1990 — 1994
BSBA, Accounting
Lynne Sullivan Lynne Sullivan's Coopers & Lybrand Experience July 1987 - April 1993
Job VP Tax and Corporate Finance Biogen Inc
Industry Biotechnology
Experience
Biogen April 2008 - Present
Serono January 2000 - April 2008
Merck KGaA 2000 - 2008
Arthur Andersen September 1993 - January 2000
Coopers & Lybrand July 1987 - April 1993
Skills
Sarbanes-Oxley Act, Tax, SEC filings, US GAAP, Pharmaceutical Industry, Due Diligence, Mergers & Acquisitions, Transfer Pricing, Revenue Recognition, Auditing, CPA, Financial Reporting, Biotechnology, Corporate Tax, Internal Controls, Sarbanes-Oxley, SEC Filings
Education
Bentley University 1989 — 1990
MST, Master in Taxation
Suffolk University - Sawyer School of Management 1984 — 1987
BSBA, Accounting
Biogen April 2008 - Present
Serono January 2000 - April 2008
Merck KGaA 2000 - 2008
Arthur Andersen September 1993 - January 2000
Coopers & Lybrand July 1987 - April 1993
Skills
Sarbanes-Oxley Act, Tax, SEC filings, US GAAP, Pharmaceutical Industry, Due Diligence, Mergers & Acquisitions, Transfer Pricing, Revenue Recognition, Auditing, CPA, Financial Reporting, Biotechnology, Corporate Tax, Internal Controls, Sarbanes-Oxley, SEC Filings
Education
Bentley University 1989 — 1990
MST, Master in Taxation
Suffolk University - Sawyer School of Management 1984 — 1987
BSBA, Accounting
Steven Dauria Steven Dauria's Coopers & Lybrand Experience February 1983 - March 1987
Job CFO; Finance & Operations Consultant currently seeking opportunity in Sports, Entertainment or Hospitality industries
Industry Entertainment
Experience
SMD Financial Operations Consulting Services, LLC January 2008 - Present
Northlands September 2010 - July 2011
New York Yankees July 2004 - June 2007
Boca Raton Resort & Club January 1996 - December 2003
Florida Panthers January 1994 - December 2001
Florida Marlins December 1993 - April 1994
New York Yankees November 1991 - November 1993
Time Warner Inc. May 1987 - April 1991
Coopers & Lybrand February 1983 - March 1987
Skills
Strategic Planning, Budgets, Financial Reporting, Accounting, Team Building, Financial Analysis, Leadership, Sports, Business Development, Finance, Strategic Financial..., New Business Development, Start-ups, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Policy, Managerial Finance, Business Planning, Management, Risk Management, Executive Management, Business Strategy, Analysis
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BBA, Accounting
SMD Financial Operations Consulting Services, LLC January 2008 - Present
Northlands September 2010 - July 2011
New York Yankees July 2004 - June 2007
Boca Raton Resort & Club January 1996 - December 2003
Florida Panthers January 1994 - December 2001
Florida Marlins December 1993 - April 1994
New York Yankees November 1991 - November 1993
Time Warner Inc. May 1987 - April 1991
Coopers & Lybrand February 1983 - March 1987
Skills
Strategic Planning, Budgets, Financial Reporting, Accounting, Team Building, Financial Analysis, Leadership, Sports, Business Development, Finance, Strategic Financial..., New Business Development, Start-ups, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Policy, Managerial Finance, Business Planning, Management, Risk Management, Executive Management, Business Strategy, Analysis
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BBA, Accounting
Robin Gorski, CPA, MST Robin Gorski, CPA, MST's Coopers & Lybrand Experience 1988 - 1993
Job Partner at DiCicco, Gulman & Company LLP
Industry Accounting
Experience
DiCicco, Gulman & Company LLP February 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann P.C. 2001 - January 2015
Robin A. Gorski, CPA, MST 1993 - 2001
Coopers & Lybrand 1988 - 1993
Education
Bentley University
Master of Science in Taxation
Merrimack College
Bachelor of Science in Business Administration, Accounting
Haverhill High School 1974 — 1978
DiCicco, Gulman & Company LLP February 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann P.C. 2001 - January 2015
Robin A. Gorski, CPA, MST 1993 - 2001
Coopers & Lybrand 1988 - 1993
Education
Bentley University
Master of Science in Taxation
Merrimack College
Bachelor of Science in Business Administration, Accounting
Haverhill High School 1974 — 1978
Margaret Ferber Margaret Ferber's Coopers & Lybrand Experience July 1983 - May 1986
Job Higher Education Finance Consultant
Industry Higher Education
Experience
Ferber Financial Services April 2014 - Present
Upstate New York College Collaboration September 2014 - Present
Nazareth College January 2004 - December 2013
Rochester Institute of Technology 1997 - November 2003
Rochester Institute of Technology 1993 - 1997
Wheaton College (MA) May 1989 - June 1992
University of Rochester 1987 - 1989
University of Rochester 1986 - 1987
Coopers & Lybrand July 1983 - May 1986
Coopers & Lybrand, CPAs 1983 - 1986
Skills
Nonprofits, Higher Education, Organizational..., Grant Writing, Financial Reporting, Staff Development, Fundraising, Finance, Research, Community Outreach, PowerPoint, Analysis, Strategy, Grants, Leadership, Program Development, Public Speaking, Program Management, Accounting, Budgets, Auditing, Policy, Human Resources, Managerial Finance, Administration
Education
Boston University 1989 — 1992
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
SUNY Binghamton 1979 — 1983
Bachelor of Science (BS), Accounting
Ferber Financial Services April 2014 - Present
Upstate New York College Collaboration September 2014 - Present
Nazareth College January 2004 - December 2013
Rochester Institute of Technology 1997 - November 2003
Rochester Institute of Technology 1993 - 1997
Wheaton College (MA) May 1989 - June 1992
University of Rochester 1987 - 1989
University of Rochester 1986 - 1987
Coopers & Lybrand July 1983 - May 1986
Coopers & Lybrand, CPAs 1983 - 1986
Skills
Nonprofits, Higher Education, Organizational..., Grant Writing, Financial Reporting, Staff Development, Fundraising, Finance, Research, Community Outreach, PowerPoint, Analysis, Strategy, Grants, Leadership, Program Development, Public Speaking, Program Management, Accounting, Budgets, Auditing, Policy, Human Resources, Managerial Finance, Administration
Education
Boston University 1989 — 1992
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
SUNY Binghamton 1979 — 1983
Bachelor of Science (BS), Accounting
Brian J. Roach Brian J. Roach's Coopers & Lybrand Experience July 1987 - August 1991
Job Portfolio Manager Parker Street Capital Management
Industry Financial Services
Experience
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
Ken Sanginario's Coopers & Lybrand Experience 1983 - 1988
Job Founder at Corporate Value Metrics, LLC
Industry Computer Software
Experience
Corporate Value Metrics, LLC November 2010 - Present
NorthStar Management Partners, LLC June 2009 - November 2014
Transitional Strategies, Inc. December 1999 - June 2009
Jeepers! Inc. 1995 - 1999
The Westwood Group 1992 - 1995
CFO Publishing 1988 - 1991
Coopers & Lybrand 1983 - 1988
Skills
Business Valuation, Interim Management, Mergers, Turn Around Management, Business Analysis, Business Strategy, Business Planning, Corporate Finance, Private Equity, Restructuring, Due Diligence, Financial Services, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategy, Accounting, Venture Capital, Investments, Budgets, Managerial Finance, Management Consulting, Cash Flow, Divestitures, Investment Banking, Corporate Development, Entrepreneurship, Strategic Planning
Education
Boston College Carroll School of Management 2000 — 2002
Masters
Bentley College 1990 — 1993
Masters
Bentley College 1979 — 1983
Bachelors
Corporate Value Metrics, LLC November 2010 - Present
NorthStar Management Partners, LLC June 2009 - November 2014
Transitional Strategies, Inc. December 1999 - June 2009
Jeepers! Inc. 1995 - 1999
The Westwood Group 1992 - 1995
CFO Publishing 1988 - 1991
Coopers & Lybrand 1983 - 1988
Skills
Business Valuation, Interim Management, Mergers, Turn Around Management, Business Analysis, Business Strategy, Business Planning, Corporate Finance, Private Equity, Restructuring, Due Diligence, Financial Services, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategy, Accounting, Venture Capital, Investments, Budgets, Managerial Finance, Management Consulting, Cash Flow, Divestitures, Investment Banking, Corporate Development, Entrepreneurship, Strategic Planning
Education
Boston College Carroll School of Management 2000 — 2002
Masters
Bentley College 1990 — 1993
Masters
Bentley College 1979 — 1983
Bachelors
Chris Nieman, CPA Chris Nieman, CPA's Coopers & Lybrand Experience 1992 - 1993
Job CPWR, LLP
Industry Accounting
Experience
20-20 Services LLC July 2015 - Present
CPWR, LLP July 2013 - Present
Christian C. Nieman, CPA January 2013 - June 2013
TravisWolff January 2011 - November 2012
TravisWolff December 2006 - December 2010
Jaynes, Reitmeier, Boyd & Therrell, P.C. 2003 - 2006
Heart of Texas Community Health Center, Inc. 2000 - 2002
Jaynes, Reitmeier, Boyd & Therrell, P.C. 1998 - 2000
PMSI Services, Inc. 1993 - 1998
Coopers & Lybrand 1992 - 1993
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Assurance, External Audit, Financial Statements, Leadership, Budgets, Consolidation, Financial Analysis, Process Improvement, Management, Fixed Assets, Accounts Payable, Accounts Receivable
Education
Baylor University 1989 — 1991
BBA, Accounting
Mclennan Community College 1987 — 1989
BA, Accounting
20-20 Services LLC July 2015 - Present
CPWR, LLP July 2013 - Present
Christian C. Nieman, CPA January 2013 - June 2013
TravisWolff January 2011 - November 2012
TravisWolff December 2006 - December 2010
Jaynes, Reitmeier, Boyd & Therrell, P.C. 2003 - 2006
Heart of Texas Community Health Center, Inc. 2000 - 2002
Jaynes, Reitmeier, Boyd & Therrell, P.C. 1998 - 2000
PMSI Services, Inc. 1993 - 1998
Coopers & Lybrand 1992 - 1993
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Assurance, External Audit, Financial Statements, Leadership, Budgets, Consolidation, Financial Analysis, Process Improvement, Management, Fixed Assets, Accounts Payable, Accounts Receivable
Education
Baylor University 1989 — 1991
BBA, Accounting
Mclennan Community College 1987 — 1989
BA, Accounting
Karen Goersch, CRPC®, CPA's Coopers & Lybrand Experience May 1982 - September 1985
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
LPL Financial June 2011 - March 2014
Private Advisor Group, LLC June 2011 - March 2014
Price Financial Group September 2004 - March 2014
Verizon (fka NYNEX) September 1985 - January 1997
Coopers & Lybrand May 1982 - September 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MS, Finance, Graduated Cum Laude
Bentley University 1978 — 1982
BS, Accounting
Ameriprise Financial Services, Inc. March 2014 - Present
LPL Financial June 2011 - March 2014
Private Advisor Group, LLC June 2011 - March 2014
Price Financial Group September 2004 - March 2014
Verizon (fka NYNEX) September 1985 - January 1997
Coopers & Lybrand May 1982 - September 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MS, Finance, Graduated Cum Laude
Bentley University 1978 — 1982
BS, Accounting
Lynn Lesser Nutis Lynn Lesser Nutis's Coopers & Lybrand Experience 1980 - 1981
Job Accounting Manager at Gemini Laboratories
Industry Pharmaceuticals
Experience
Gemini Laboratories July 2014 - Present
YesCFO January 2013 - July 2014
Revlon 2000 - 2012
Revlon 1991 - 2000
Revlon 1986 - 1991
Revlon 1985 - 1986
Revlon 1984 - 1985
Revlon 1983 - 1984
Fedders Corporation 1981 - 1983
Coopers & Lybrand 1980 - 1981
Skills
Financial Reporting, Forecasting, Internal Controls, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Financial Accounting, Cashflow Analysis, Process Improvement, Microsoft Excel, Monthly Closing, Monthly Reporting, Microsoft Office, CPA, QuickBooks, Microsoft Word, Oracle Financials, Financial Control, Budgeting, Accounts Receivable, ADP Payroll, Fixed Assets, Departmental Reviews, Hyperion, Capital Expeditures, Headcount Reporting, Metrics, MBA, Reorganization, Compensation, Administrative Services, Office Services, Excel, Word, PowerPoint, Concur, Hyperion Enterprise, Controller, Financial Management, Financial Analyst, Senior Financial Analyst, P&L, Restructuring, P&L Responsibility, Capital Budgeting, Cost Savings, Cost Reduction/Avoidance, Cost Improvement, Budgets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1988 — 1993
MBA, Business Administration and Management
Binghamton University 1976 — 1980
BS, Accounting
Gemini Laboratories July 2014 - Present
YesCFO January 2013 - July 2014
Revlon 2000 - 2012
Revlon 1991 - 2000
Revlon 1986 - 1991
Revlon 1985 - 1986
Revlon 1984 - 1985
Revlon 1983 - 1984
Fedders Corporation 1981 - 1983
Coopers & Lybrand 1980 - 1981
Skills
Financial Reporting, Forecasting, Internal Controls, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Financial Accounting, Cashflow Analysis, Process Improvement, Microsoft Excel, Monthly Closing, Monthly Reporting, Microsoft Office, CPA, QuickBooks, Microsoft Word, Oracle Financials, Financial Control, Budgeting, Accounts Receivable, ADP Payroll, Fixed Assets, Departmental Reviews, Hyperion, Capital Expeditures, Headcount Reporting, Metrics, MBA, Reorganization, Compensation, Administrative Services, Office Services, Excel, Word, PowerPoint, Concur, Hyperion Enterprise, Controller, Financial Management, Financial Analyst, Senior Financial Analyst, P&L, Restructuring, P&L Responsibility, Capital Budgeting, Cost Savings, Cost Reduction/Avoidance, Cost Improvement, Budgets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1988 — 1993
MBA, Business Administration and Management
Binghamton University 1976 — 1980
BS, Accounting
Donald Paukett Donald Paukett's Coopers & Lybrand Experience 1974 - 1978
Job Assoc VP for Administrative Affairs at Binghamton University
Industry Higher Education
Experience
Binghamton University 1978 - Present
Coopers & Lybrand 1974 - 1978
Skills
Endowment Management, Financial Accounting, Financial Reporting, Strategic Planning, Operating Budgets, Data Analysis, Real Estate, Legal Writing, Legal Compliance, Leadership, Research, Fundraising, Nonprofits, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach
Education
St. John Fisher College
Bachelor of Science (BS), Accounting
State University of New York at Binghamton
Masters of Business Administration
Binghamton University 1978 - Present
Coopers & Lybrand 1974 - 1978
Skills
Endowment Management, Financial Accounting, Financial Reporting, Strategic Planning, Operating Budgets, Data Analysis, Real Estate, Legal Writing, Legal Compliance, Leadership, Research, Fundraising, Nonprofits, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach
Education
St. John Fisher College
Bachelor of Science (BS), Accounting
State University of New York at Binghamton
Masters of Business Administration
Cheri Walker, CPA's Coopers & Lybrand Experience 1984 - 1988
Job Managing Principal at Albin Randall & Bennett
Industry Accounting
Experience
Albin Randall & Bennett 1989 - Present
Coopers & Lybrand 1984 - 1988
Skills
Tax, Accounting, Succession Planning, Acquisitions, Auditing, Credit Unions
Education
Bentley University
Bachelor of Science (B.S.), Accountancy
Albin Randall & Bennett 1989 - Present
Coopers & Lybrand 1984 - 1988
Skills
Tax, Accounting, Succession Planning, Acquisitions, Auditing, Credit Unions
Education
Bentley University
Bachelor of Science (B.S.), Accountancy
Heidi Sickles Heidi Sickles's Coopers & Lybrand Experience 1987 - 1997
Job Senior HR Manager at PwC
Industry Human Resources
Experience
PwC January 2012 - Present
PricewaterhouseCoopers LLP October 2004 - April 2011
Coopers & Lybrand 1987 - 1997
Skills
Project Planning, HR Strategy, Human Capital Management
Education
Baruch College
MBA
Washington University in St. Louis
BA, Psychology, Magna Cum Laude
PwC January 2012 - Present
PricewaterhouseCoopers LLP October 2004 - April 2011
Coopers & Lybrand 1987 - 1997
Skills
Project Planning, HR Strategy, Human Capital Management
Education
Baruch College
MBA
Washington University in St. Louis
BA, Psychology, Magna Cum Laude
Jim Haring Jim Haring's Coopers & Lybrand Experience 1979 - 1983
Job COO at Equity Inc.
Industry Real Estate
Experience
Equity Inc. CFOHorizons Companies1996 - 2000
Coopers & Lybrand 1979 - 1983
Skills
Real Estate, Due Diligence, Leases, Real Estate Transactions, Investment Properties, Location Intelligence, Property Management, Real Estate Development, Disposition, Commercial Real Estate, Corporate Real Estate, Brokerage, Zoning, Real Estate Economics, Public/private...
Education
The Ohio State University 1976 — 1979
Biola University 1973 — 1976
Equity Inc. CFOHorizons Companies1996 - 2000
Coopers & Lybrand 1979 - 1983
Skills
Real Estate, Due Diligence, Leases, Real Estate Transactions, Investment Properties, Location Intelligence, Property Management, Real Estate Development, Disposition, Commercial Real Estate, Corporate Real Estate, Brokerage, Zoning, Real Estate Economics, Public/private...
Education
The Ohio State University 1976 — 1979
Biola University 1973 — 1976
Joseph Falco's Coopers & Lybrand Experience 1988 - 1991
Job CFO at Ecologic Furniture, Omni Supply Chain Management
Industry Logistics and Supply Chain
Experience
Ecologic Furniture, Omni Supply Chain Management February 2015 - Present
Johnson Storage & Moving Co. June 2014 - February 2015
Lamp Post Group August 2012 - April 2014
Century Park Associates July 2009 - June 2012
Gulfstream Development Group November 2006 - July 2009
Costa Cruise Lines N.V. January 2006 - November 2006
Costa Cruise Lines N.V. May 1991 - May 2006
Coopers & Lybrand 1988 - 1991
Skills
Managerial Finance, Budgets, Strategic Planning, Team Building, Healthcare, Negotiation, New Business Development, Financial Operations, Accounts Receivable, Sales Management, Sales, Management, Marketing Strategy, Strategy, Leadership, Business Planning, Customer Service, Finance, Team Leadership, Microsoft Excel, Contract Negotiation, Leadership Development, Business Development, Operations Management, Process Improvement, Public Speaking, Account Management, Recruiting, Mergers & Acquisitions, Financial Analysis, Entrepreneurship, Marketing, Forecasting, Executive Management, Microsoft Office, Analysis, Selling, Coaching, Training, Retail, Investments, Small Business
Education
Florida International University 1996 — 2000
MBA, MBA
Barry University 1984 — 1988
BS, Accounting
Ecologic Furniture, Omni Supply Chain Management February 2015 - Present
Johnson Storage & Moving Co. June 2014 - February 2015
Lamp Post Group August 2012 - April 2014
Century Park Associates July 2009 - June 2012
Gulfstream Development Group November 2006 - July 2009
Costa Cruise Lines N.V. January 2006 - November 2006
Costa Cruise Lines N.V. May 1991 - May 2006
Coopers & Lybrand 1988 - 1991
Skills
Managerial Finance, Budgets, Strategic Planning, Team Building, Healthcare, Negotiation, New Business Development, Financial Operations, Accounts Receivable, Sales Management, Sales, Management, Marketing Strategy, Strategy, Leadership, Business Planning, Customer Service, Finance, Team Leadership, Microsoft Excel, Contract Negotiation, Leadership Development, Business Development, Operations Management, Process Improvement, Public Speaking, Account Management, Recruiting, Mergers & Acquisitions, Financial Analysis, Entrepreneurship, Marketing, Forecasting, Executive Management, Microsoft Office, Analysis, Selling, Coaching, Training, Retail, Investments, Small Business
Education
Florida International University 1996 — 2000
MBA, MBA
Barry University 1984 — 1988
BS, Accounting
Rita J. Shea-Van Fossen, PhD Rita J. Shea-Van Fossen, PhD's Coopers & Lybrand Experience January 1988 - June 1990
Job Higher Education Professional and Educator
Industry Higher Education
Experience
Nova Southeastern University July 2015 - Present
Ramapo College of New Jersey July 2011 - June 2015
The CASE Association May 2013 - May 2015
Ramapo College of New Jersey June 2011 - June 2013
The CASE Association May 2010 - May 2012
Ramapo College of New Jersey September 2007 - June 2011
Insurance Auto Auctions June 1996 - August 2003
American Red Cross Southeastern Pennsylvania Chapter January 1994 - June 1996
Sands Hotel & Casino, Atlantic City June 1990 - December 1993
Coopers & Lybrand January 1988 - June 1990
Skills
Research, Strategic Planning, Public Speaking, Excel, Teaching, Analysis, Microsoft Office, Problem Solving, PowerPoint, Non-profits, Business Strategy, Budgeting, Word, Access, Organizational..., Change Management, Human Resources, Management, Nonprofits, Process Improvement, Higher Education, Microsoft Word, Customer Service, Budgets, Team Building, Leadership, Microsoft Excel, Business Planning, Leadership Development, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2010
PhD, Organizational Behavior/Human Resource Management
Temple University - Fox School of Business and Management 1999 — 2003
MBA, General & Strategic Management
Rutgers University – Camden 1983 — 1987
BS, Accounting, Economics
Nova Southeastern University July 2015 - Present
Ramapo College of New Jersey July 2011 - June 2015
The CASE Association May 2013 - May 2015
Ramapo College of New Jersey June 2011 - June 2013
The CASE Association May 2010 - May 2012
Ramapo College of New Jersey September 2007 - June 2011
Insurance Auto Auctions June 1996 - August 2003
American Red Cross Southeastern Pennsylvania Chapter January 1994 - June 1996
Sands Hotel & Casino, Atlantic City June 1990 - December 1993
Coopers & Lybrand January 1988 - June 1990
Skills
Research, Strategic Planning, Public Speaking, Excel, Teaching, Analysis, Microsoft Office, Problem Solving, PowerPoint, Non-profits, Business Strategy, Budgeting, Word, Access, Organizational..., Change Management, Human Resources, Management, Nonprofits, Process Improvement, Higher Education, Microsoft Word, Customer Service, Budgets, Team Building, Leadership, Microsoft Excel, Business Planning, Leadership Development, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2010
PhD, Organizational Behavior/Human Resource Management
Temple University - Fox School of Business and Management 1999 — 2003
MBA, General & Strategic Management
Rutgers University – Camden 1983 — 1987
BS, Accounting, Economics
Laura Runge Laura Runge's Coopers & Lybrand Experience 1981 - 1993
Job Artist/Designer
Industry Arts and Crafts
Experience
Laura Runge August 2009 - Present
Southwest Airlines October 1993 - July 2009
Coopers & Lybrand 1981 - 1993
Skills
Painting, Acrylic Painting, Art, Contemporary Art, Hand-painted Furniture, Decorative Finishes, Gold Leaf, Interior Design, Handbags and..., Greeting Cards, Event Planning, Photography, Blogging, Writing, Editing, Visual Arts
Education
Baylor University 1978 — 1981
BA, Journalism
Laura Runge August 2009 - Present
Southwest Airlines October 1993 - July 2009
Coopers & Lybrand 1981 - 1993
Skills
Painting, Acrylic Painting, Art, Contemporary Art, Hand-painted Furniture, Decorative Finishes, Gold Leaf, Interior Design, Handbags and..., Greeting Cards, Event Planning, Photography, Blogging, Writing, Editing, Visual Arts
Education
Baylor University 1978 — 1981
BA, Journalism
Boris Benic Boris Benic's Coopers & Lybrand Experience 1985 - 1993
Job Partner, Boris Benic and Associates LLP
Industry Accounting
Experience
Boris Benic and Associates LLP 1993 - Present
Coopers & Lybrand 1985 - 1993
Skills
Employee Benefit Plan..., Corporate Tax, Accounting, Business Consulting, Forensic Accounting, Internal Controls, Management Consulting, Forecasting, Financial Reporting, Employee Benefits, Auditing, Financial Analysis, Strategy, CPA, Due Diligence, Sarbanes-Oxley Act, Budgets, Tax, Mergers & Acquisitions, Entrepreneurship, Financial Accounting, SEC filings, Finance, US GAAP, Tax Research, Partnership Taxation, Restructuring, GAAP, Tax Accounting, International Tax, Income Tax
Education
City University of New York-Baruch College 1986 — 1990
BBA, Accounting
Boris Benic and Associates LLP 1993 - Present
Coopers & Lybrand 1985 - 1993
Skills
Employee Benefit Plan..., Corporate Tax, Accounting, Business Consulting, Forensic Accounting, Internal Controls, Management Consulting, Forecasting, Financial Reporting, Employee Benefits, Auditing, Financial Analysis, Strategy, CPA, Due Diligence, Sarbanes-Oxley Act, Budgets, Tax, Mergers & Acquisitions, Entrepreneurship, Financial Accounting, SEC filings, Finance, US GAAP, Tax Research, Partnership Taxation, Restructuring, GAAP, Tax Accounting, International Tax, Income Tax
Education
City University of New York-Baruch College 1986 — 1990
BBA, Accounting
Richard J. Wright Richard J. Wright's Coopers & Lybrand Experience 1974 - 1980
Job Councilman at Belmar, NJ
Industry Real Estate
Experience
Belmar NJ 2009 - Present
Whittredge Holdings LLC 1990 - Present
MaxLink June 2000 - March 2001
D P Investments 1992 - 2000
Great American Recreation July 1995 - November 1996
Drexel Burnham Lambert 1980 - 1992
Coopers & Lybrand 1974 - 1980
Skills
Real Estate, Investments, Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Accounting
Bates College 1969 — 1973
BS, Physics
Belmar NJ 2009 - Present
Whittredge Holdings LLC 1990 - Present
MaxLink June 2000 - March 2001
D P Investments 1992 - 2000
Great American Recreation July 1995 - November 1996
Drexel Burnham Lambert 1980 - 1992
Coopers & Lybrand 1974 - 1980
Skills
Real Estate, Investments, Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Accounting
Bates College 1969 — 1973
BS, Physics
Carolyn Chin Carolyn Chin's Coopers & Lybrand Experience 1987 - 1991
Job Manager, Accounting at Nippon Sharyo Manufacturing LLC
Industry Railroad Manufacture
Experience
Nippon Sharyo Manufacturing LLC September 2012 - Present
Books on First October 1998 - Present
Fantasy Diamond Corporation July 2002 - September 2012
Hampden Corp July 2002 - September 2012
Wein Family Office July 2002 - September 2012
Chicago Vassar Club 2005 - 2007
Nidec-Shimpo America January 1992 - July 2001
Shimpo America Corp January 1992 - July 2001
PricewaterhouseCoopers September 1987 - July 1991
Coopers & Lybrand 1987 - 1991
Skills
Public Speaking, Business Strategy, PowerPoint, Financial Reporting, Microsoft Word, Business Planning, Accounting, Change Management, Negotiation, Public Relations, Microsoft Excel, Acquisition Integration, Investments, Web Content, Financial Audits, Risk Management, Management, Social Media, Purchasing, Human Resources, Customer Service, Project Planning, Start-ups, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Accounting & Strategy
Washington University in St. Louis 1981 — 1983
MA, Asian Studies
Beijing Language and Culture University 1981 — 1982
Chinese
Vassar College 1977 — 1981
BA, East Asian Studies
NIA Chicago
Nippon Sharyo Manufacturing LLC September 2012 - Present
Books on First October 1998 - Present
Fantasy Diamond Corporation July 2002 - September 2012
Hampden Corp July 2002 - September 2012
Wein Family Office July 2002 - September 2012
Chicago Vassar Club 2005 - 2007
Nidec-Shimpo America January 1992 - July 2001
Shimpo America Corp January 1992 - July 2001
PricewaterhouseCoopers September 1987 - July 1991
Coopers & Lybrand 1987 - 1991
Skills
Public Speaking, Business Strategy, PowerPoint, Financial Reporting, Microsoft Word, Business Planning, Accounting, Change Management, Negotiation, Public Relations, Microsoft Excel, Acquisition Integration, Investments, Web Content, Financial Audits, Risk Management, Management, Social Media, Purchasing, Human Resources, Customer Service, Project Planning, Start-ups, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Accounting & Strategy
Washington University in St. Louis 1981 — 1983
MA, Asian Studies
Beijing Language and Culture University 1981 — 1982
Chinese
Vassar College 1977 — 1981
BA, East Asian Studies
NIA Chicago
Greg Usry Greg Usry's Coopers & Lybrand Experience 1995 - 1997
Job Tax Partner, BKD, LLP
Industry Accounting
Experience
BKD, LLP May 2004 - Present
Coach USA 2001 - 2004
Engage Energy July 1997 - December 2000
Coopers & Lybrand 1995 - 1997
Enron 1993 - 1995
Price Waterhouse 1990 - 1993
JH Ranch 1988 - 1989
Skills
State Tax, Tax Research, Tax Accounting, Tax, Corporate Tax, CPA, GAAP, Income Tax, International Tax, Partnership Taxation, SEC filings, Tax Advisory, Tax Law, US Tax
Education
Baylor University 1980 — 1985
BKD, LLP May 2004 - Present
Coach USA 2001 - 2004
Engage Energy July 1997 - December 2000
Coopers & Lybrand 1995 - 1997
Enron 1993 - 1995
Price Waterhouse 1990 - 1993
JH Ranch 1988 - 1989
Skills
State Tax, Tax Research, Tax Accounting, Tax, Corporate Tax, CPA, GAAP, Income Tax, International Tax, Partnership Taxation, SEC filings, Tax Advisory, Tax Law, US Tax
Education
Baylor University 1980 — 1985
Phil Teplitzky Phil Teplitzky's Coopers & Lybrand Experience April 1990 - October 1995
Job
Industry Information Technology and Services
Experience
HPSquared LLC January 2009 - Present
Teplitzky & Associates 2002 - Present
Jewish Family Service of Rockland County 1990 - Present
SunGard February 2007 - August 2008
Electronic Data Systems 2005 - 2006
The Harry Fox Agency 2004 - 2005
Vitamin Shoppe 2000 - 2001
CitiBank 1995 - 2000
Citigroup 1995 - 2000
Coopers & Lybrand April 1990 - October 1995
Skills
IT Strategy, Software Project..., SDLC, Program Management, Data Warehousing, Enterprise Architecture, Business Analysis, Cloud Computing, Vendor Management, IT Management, Solution Architecture, Requirements Analysis, Management Consulting, Integration, Master Data Management, PMO, SOA, Business Transformation, Database Design, Governance, Databases, Software Development, Architecture, Professional Services, Enterprise Software, Risk Management, Agile Methodologies, Management, Entrepreneurship, Outsourcing, Business Process..., Security, Information Technology, SaaS, ERP, Architectures
Education
Binghamton University 1974 — 1976
MS, Computer Systems
State University of New York at Binghamton 1966 — 1970
BA, History
Stuyvesant High School 1963 — 1966
Science
HPSquared LLC January 2009 - Present
Teplitzky & Associates 2002 - Present
Jewish Family Service of Rockland County 1990 - Present
SunGard February 2007 - August 2008
Electronic Data Systems 2005 - 2006
The Harry Fox Agency 2004 - 2005
Vitamin Shoppe 2000 - 2001
CitiBank 1995 - 2000
Citigroup 1995 - 2000
Coopers & Lybrand April 1990 - October 1995
Skills
IT Strategy, Software Project..., SDLC, Program Management, Data Warehousing, Enterprise Architecture, Business Analysis, Cloud Computing, Vendor Management, IT Management, Solution Architecture, Requirements Analysis, Management Consulting, Integration, Master Data Management, PMO, SOA, Business Transformation, Database Design, Governance, Databases, Software Development, Architecture, Professional Services, Enterprise Software, Risk Management, Agile Methodologies, Management, Entrepreneurship, Outsourcing, Business Process..., Security, Information Technology, SaaS, ERP, Architectures
Education
Binghamton University 1974 — 1976
MS, Computer Systems
State University of New York at Binghamton 1966 — 1970
BA, History
Stuyvesant High School 1963 — 1966
Science
Natalee Roan Natalee Roan's Coopers & Lybrand Experience 1989 - 1991
Job CMO/COO for Rent
Industry Management Consulting
Experience
Black Ink February 2000 - Present
Earth Class Mail March 2007 - December 2007
Entellium, purchased by Intuit January 2006 - January 2007
Sprint 1997 - 2000
Nextel 1994 - 1997
GTE Mobilnet (Now Verizon Wireless) January 1991 - January 1994
Coopers & Lybrand 1989 - 1991
University of California, Berkeley August 1985 - June 1989
Equitec Financial Group 1988 - 1989
Skills
Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Business Planning, Product Marketing, Lead Generation, Team Building, Team Leadership, SEO, Online Advertising, Leadership, Online Marketing, Market Research, Integrated Marketing, Social Networking, Brand Development, Fundraising, Coaching, Public Speaking, Leadership Development, Social Media, Public Relations, Cross-functional Team..., Entrepreneur, Digital Marketing, Strategy Development, SEM, Budget Management, Marketing Communications, Email Marketing, Salesforce.com, CRM, SaaS
Education
University of California, Berkeley 1985 — 1988
M.A.
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA
Black Ink February 2000 - Present
Earth Class Mail March 2007 - December 2007
Entellium, purchased by Intuit January 2006 - January 2007
Sprint 1997 - 2000
Nextel 1994 - 1997
GTE Mobilnet (Now Verizon Wireless) January 1991 - January 1994
Coopers & Lybrand 1989 - 1991
University of California, Berkeley August 1985 - June 1989
Equitec Financial Group 1988 - 1989
Skills
Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Business Planning, Product Marketing, Lead Generation, Team Building, Team Leadership, SEO, Online Advertising, Leadership, Online Marketing, Market Research, Integrated Marketing, Social Networking, Brand Development, Fundraising, Coaching, Public Speaking, Leadership Development, Social Media, Public Relations, Cross-functional Team..., Entrepreneur, Digital Marketing, Strategy Development, SEM, Budget Management, Marketing Communications, Email Marketing, Salesforce.com, CRM, SaaS
Education
University of California, Berkeley 1985 — 1988
M.A.
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA
Larry Ward Larry Ward's Coopers & Lybrand Experience 1989 - 1991
Job Construction Industry Finance & Accounting Executive at Greater Philadelphia Area
Industry Construction
Experience
Greater Philadelphia Area April 2014 - Present
Vanguard Modular Building Systems May 2012 - April 2014
Vanguard Modular Building Systems 2003 - May 2012
Vanguard Modular Building Systems 1997 - 2003
Bay Associates 1996 - 1998
Jotul USA 1991 - 1996
Coopers & Lybrand 1989 - 1991
Exxon 1980 - 1985
Skills
Contract Management, Budgets, Process Scheduler, Purchasing, Forecasting, Negotiation, Construction, Operations Management, Team Building, Strategic Planning, Construction Management, Financial Analysis, Process Improvement, Project Planning, New Business Development, Contractors, Sales Management, Microsoft Office, Accounting, Microsoft Excel, Specialties: •...
Education
Bentley University 1986 — 1989
Masters Degree, Accountancy
Massachusetts Maritime Academy 1976 — 1980
BS, Marine Engineering
Penn State University
Graduate courses in Information Technology
Greater Philadelphia Area April 2014 - Present
Vanguard Modular Building Systems May 2012 - April 2014
Vanguard Modular Building Systems 2003 - May 2012
Vanguard Modular Building Systems 1997 - 2003
Bay Associates 1996 - 1998
Jotul USA 1991 - 1996
Coopers & Lybrand 1989 - 1991
Exxon 1980 - 1985
Skills
Contract Management, Budgets, Process Scheduler, Purchasing, Forecasting, Negotiation, Construction, Operations Management, Team Building, Strategic Planning, Construction Management, Financial Analysis, Process Improvement, Project Planning, New Business Development, Contractors, Sales Management, Microsoft Office, Accounting, Microsoft Excel, Specialties: •...
Education
Bentley University 1986 — 1989
Masters Degree, Accountancy
Massachusetts Maritime Academy 1976 — 1980
BS, Marine Engineering
Penn State University
Graduate courses in Information Technology
Christopher Breslin, CPA CFE's Coopers & Lybrand Experience January 1993 - March 1994
Job Experienced CPA seeking new career opportunity
Industry Accounting
Experience
Public Accounting Audit Manager / Sr. Internal Auditor / Internal Audit Manager April 2015 - Present
Judd & Judd PLLC December 2014 - April 2015
Blue & Co., LLC February 2012 - June 2013
Crowe Horwath LLP April 1998 - December 2009
Eskew & Gresham PSC April 1994 - March 1998
Coopers & Lybrand January 1993 - March 1994
Sears Roebuck & Company June 1986 - December 1992
Skills
Financial Statement..., Compliance Testing, Internal Audit, Due Diligence, Tax Preparation, ProSystem fx Tax, ProSystems fx Engagement, Compliance, External Audit, Process Improvement, Management, Small Business, Sarbanes-Oxley Act, Finance, Financial Accounting, Budgets, GAAP, Certified Fraud Examiner, Accounting, Auditing
Education
Bellarmine University 1979 — 1983
BA, Accounting
Trinity High School 1975 — 1979
Public Accounting Audit Manager / Sr. Internal Auditor / Internal Audit Manager April 2015 - Present
Judd & Judd PLLC December 2014 - April 2015
Blue & Co., LLC February 2012 - June 2013
Crowe Horwath LLP April 1998 - December 2009
Eskew & Gresham PSC April 1994 - March 1998
Coopers & Lybrand January 1993 - March 1994
Sears Roebuck & Company June 1986 - December 1992
Skills
Financial Statement..., Compliance Testing, Internal Audit, Due Diligence, Tax Preparation, ProSystem fx Tax, ProSystems fx Engagement, Compliance, External Audit, Process Improvement, Management, Small Business, Sarbanes-Oxley Act, Finance, Financial Accounting, Budgets, GAAP, Certified Fraud Examiner, Accounting, Auditing
Education
Bellarmine University 1979 — 1983
BA, Accounting
Trinity High School 1975 — 1979
Larry Robin Larry Robin's Coopers & Lybrand Experience 1988 - 1994
Job Chief Financial Officer and Chief Operating Officer at Alex Apparel Group
Industry Apparel & Fashion
Experience
Alex Apparel Group August 2015 - Present
DKNY JEANS November 2011 - July 2015
Warnaco 2005 - November 2011
The Warnaco Group Inc. 2002 - 2005
The Warnaco Group Inc. 2001 - 2002
Global Household Brands 1998 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Leadership, Finance, Accounting, Auditing, ERP, Contract Negotiation, CPA, Fashion, Retail, Trend Analysis, Wholesale, Forecasting, P&L, Strategy, Team Building, Income Statement, Manufacturing, Pricing, Apparel, Sales, Management, Marketing, Budgets, Strategic Planning, Financial Reporting, Inventory Management, Financial Analysis, Negotiation, Managerial Finance, P&L Management, Operations Management, Financial Forecasting, Strategic Financial..., Business Strategy, Process Improvement, Financial Accounting, Financial Modeling
Education
Binghamton University - School of Management 1984 — 1988
1988, B.S., Accounting
Alex Apparel Group August 2015 - Present
DKNY JEANS November 2011 - July 2015
Warnaco 2005 - November 2011
The Warnaco Group Inc. 2002 - 2005
The Warnaco Group Inc. 2001 - 2002
Global Household Brands 1998 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Leadership, Finance, Accounting, Auditing, ERP, Contract Negotiation, CPA, Fashion, Retail, Trend Analysis, Wholesale, Forecasting, P&L, Strategy, Team Building, Income Statement, Manufacturing, Pricing, Apparel, Sales, Management, Marketing, Budgets, Strategic Planning, Financial Reporting, Inventory Management, Financial Analysis, Negotiation, Managerial Finance, P&L Management, Operations Management, Financial Forecasting, Strategic Financial..., Business Strategy, Process Improvement, Financial Accounting, Financial Modeling
Education
Binghamton University - School of Management 1984 — 1988
1988, B.S., Accounting
Bob Slaney Bob Slaney's Coopers & Lybrand Experience January 1991 - June 1993
Job Regional Sales Director, Education & Healthcare at Workday
Industry Computer Software
Experience
Workday January 2012 - Present
Lawson Software February 2008 - February 2012
Lawson Software September 1998 - January 2008
Lawson Software July 1993 - August 1998
Coopers & Lybrand January 1991 - June 1993
Skills
ERP, SaaS, Sales Process, Software Sales, Complex Sales, Software Industry, Solution Selling, Enterprise Software, Emerging Technologies, Account Management, CRM, Business Process, Professional Services, Business Alliances, Leadership, Product Management, Selling, Strategic Partnerships, Sales, Sales Management, Sales Operations
Education
Bethel University 1986 — 1990
Bachelor of Arts (B.A.), Accounting and Finance
Workday January 2012 - Present
Lawson Software February 2008 - February 2012
Lawson Software September 1998 - January 2008
Lawson Software July 1993 - August 1998
Coopers & Lybrand January 1991 - June 1993
Skills
ERP, SaaS, Sales Process, Software Sales, Complex Sales, Software Industry, Solution Selling, Enterprise Software, Emerging Technologies, Account Management, CRM, Business Process, Professional Services, Business Alliances, Leadership, Product Management, Selling, Strategic Partnerships, Sales, Sales Management, Sales Operations
Education
Bethel University 1986 — 1990
Bachelor of Arts (B.A.), Accounting and Finance
Rich Fairneny's Coopers & Lybrand Experience 1986 - 1991
Job Beacon Hill Financial
Industry Staffing and Recruiting
Experience
Beacon Hill Staffing Group 2007 - Present
AccountPros Executive Search 1993 - 2006
Liberty Mutual Group 1991 - 1993
Coopers & Lybrand 1986 - 1991
Skills
SEC filings, Tax, Accountants, Accounting, Auditing, Consulting, Financial Services, Petroleum, Internal Audit, Strategy, Human Resources, Recruiting, Executive Search, Strategic Financial..., Finance, Financial Analysis, Management, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Accounting, CPA, Mergers & Acquisitions
Education
Bentley University 1982 — 1986
BS, Accounting
Boston Latin School 1976 — 1982
Beacon Hill Staffing Group 2007 - Present
AccountPros Executive Search 1993 - 2006
Liberty Mutual Group 1991 - 1993
Coopers & Lybrand 1986 - 1991
Skills
SEC filings, Tax, Accountants, Accounting, Auditing, Consulting, Financial Services, Petroleum, Internal Audit, Strategy, Human Resources, Recruiting, Executive Search, Strategic Financial..., Finance, Financial Analysis, Management, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Accounting, CPA, Mergers & Acquisitions
Education
Bentley University 1982 — 1986
BS, Accounting
Boston Latin School 1976 — 1982
George Clarke, CPA/PFS's Coopers & Lybrand Experience 1968 - 1977
Job President and Chief Financial Officer, U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management, LLC December 2005 - Present
Holbrook Cooperative Bank December 2010 - Present
Securities and Investment Advisory Solutions, LLC 2009 - Present
Moors & Cabot, Inc March 2000 - October 2005
UST Corp. and USTrust Bank 1988 - March 2000
Bank of Boston Corporation 1977 - 1988
Coopers & Lybrand 1968 - 1977
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MSF, Finance
Bentley University 1964 — 1968
BSA, Accounting and Finance
U.S. Wealth Management, LLC December 2005 - Present
Holbrook Cooperative Bank December 2010 - Present
Securities and Investment Advisory Solutions, LLC 2009 - Present
Moors & Cabot, Inc March 2000 - October 2005
UST Corp. and USTrust Bank 1988 - March 2000
Bank of Boston Corporation 1977 - 1988
Coopers & Lybrand 1968 - 1977
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MSF, Finance
Bentley University 1964 — 1968
BSA, Accounting and Finance
Mark P. Paquin, CPA, MST, CGMA's Coopers & Lybrand Experience August 1989 - February 1991
Job Principal at Mark P. Paquin, CPA P.C.
Industry Accounting
Experience
Mark P. Paquin, CPA P.C. January 2014 - Present
Rucci, Bardaro & Falzone PC February 2004 - January 2014
Samet & Co., PC August 2001 - February 2004
APW / Wrightline June 1998 - August 2001
Deloitte September 1994 - June 1998
Tofias PC January 1992 - September 1994
Coopers & Lybrand August 1989 - February 1991
Skills
Accounting, Tax, Auditing, Mergers, Audit, Consolidation, Budgeting, Due Diligence, Business Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Taxation
Bridgewater State College 1987 — 1989
BS, Management Science, Accounting/Finance
Braintree High School 1981 — 1985
HS Diploma
Mark P. Paquin, CPA P.C. January 2014 - Present
Rucci, Bardaro & Falzone PC February 2004 - January 2014
Samet & Co., PC August 2001 - February 2004
APW / Wrightline June 1998 - August 2001
Deloitte September 1994 - June 1998
Tofias PC January 1992 - September 1994
Coopers & Lybrand August 1989 - February 1991
Skills
Accounting, Tax, Auditing, Mergers, Audit, Consolidation, Budgeting, Due Diligence, Business Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Taxation
Bridgewater State College 1987 — 1989
BS, Management Science, Accounting/Finance
Braintree High School 1981 — 1985
HS Diploma
robert fellows's Coopers & Lybrand Experience 1979 - 1980
Job SVP Distribution & Regional Management at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance September 2009 - Present
Travelers Canada 2001 - 2009
Royal & Sunalliance 1993 - 2000
Allendale Insurance 1987 - 1993
Arkwright Boston Insurance 1980 - 1986
Coopers & Lybrand 1979 - 1980
Skills
Property & Casualty..., Underwriting, D&O, Commercial Insurance, Professional Liability, Insurance, Liability
Education
York University - Schulich School of Business 1981 — 1986
MBA, Strategy/Finance
Bishop's University 1976 — 1979
BA, Economics
Zurich Insurance September 2009 - Present
Travelers Canada 2001 - 2009
Royal & Sunalliance 1993 - 2000
Allendale Insurance 1987 - 1993
Arkwright Boston Insurance 1980 - 1986
Coopers & Lybrand 1979 - 1980
Skills
Property & Casualty..., Underwriting, D&O, Commercial Insurance, Professional Liability, Insurance, Liability
Education
York University - Schulich School of Business 1981 — 1986
MBA, Strategy/Finance
Bishop's University 1976 — 1979
BA, Economics
Frank Agin Frank Agin's Coopers & Lybrand Experience September 1988 - December 1994
Job Empowering individuals and businesses to become more successful through professional networking ... 4,400+ Connections.
Industry Professional Training & Coaching
Experience
AmSpirit Business Connections June 1997 - Present
Frostop Beverages, Inc. March 1995 - December 2011
Frank Agin January 1995 - December 2004
Coopers & Lybrand September 1988 - December 1994
Skills
Professional Networking, Social Media, Business Strategy, Small Business, Team Building, New Business Development, Marketing Communications, Business Networking, Leadership Development, Entrepreneurship, Coaching, Recruiting, Lead Generation, Training, Sales, B2B, Social Networking, Marketing, Public Speaking, Strategic Planning, Advertising, Social Media Marketing, Start-ups, Non-profits, Public Relations, Process Improvement, Leadership, Mentoring, Marketing Strategy, Email Marketing, Business Planning, Sales Management, Sales Process, Nonprofits, Budgets, Networking, Strategic Partnerships, Online Marketing, Blogging, Strategy, Selling, Executive Management, Online Advertising, Direct Sales, Business Development, Contract Negotiation, Facebook, Management Consulting, Mergers & Acquisitions, Business Coaching
Education
The Ohio State University Moritz College of Law 1984 — 1988
Juris Doctor
The Ohio State University Fisher College of Business 1985 — 1987
MBA
Beloit College 1980 — 1984
B.A., Economics & Management
Houghton High School
AmSpirit Business Connections June 1997 - Present
Frostop Beverages, Inc. March 1995 - December 2011
Frank Agin January 1995 - December 2004
Coopers & Lybrand September 1988 - December 1994
Skills
Professional Networking, Social Media, Business Strategy, Small Business, Team Building, New Business Development, Marketing Communications, Business Networking, Leadership Development, Entrepreneurship, Coaching, Recruiting, Lead Generation, Training, Sales, B2B, Social Networking, Marketing, Public Speaking, Strategic Planning, Advertising, Social Media Marketing, Start-ups, Non-profits, Public Relations, Process Improvement, Leadership, Mentoring, Marketing Strategy, Email Marketing, Business Planning, Sales Management, Sales Process, Nonprofits, Budgets, Networking, Strategic Partnerships, Online Marketing, Blogging, Strategy, Selling, Executive Management, Online Advertising, Direct Sales, Business Development, Contract Negotiation, Facebook, Management Consulting, Mergers & Acquisitions, Business Coaching
Education
The Ohio State University Moritz College of Law 1984 — 1988
Juris Doctor
The Ohio State University Fisher College of Business 1985 — 1987
MBA
Beloit College 1980 — 1984
B.A., Economics & Management
Houghton High School
Neil Leibowitz Neil Leibowitz's Coopers & Lybrand Experience 1994 - 1998
Job Vice President, Tax at Sirius XM Radio Inc.
Industry Entertainment
Experience
Sirius XM Radio Inc. 2009 - Present
Intelsat 2007 - 2009
CACI International Inc 2003 - 2007
Ernst & Young 1998 - 2002
Coopers & Lybrand 1994 - 1998
Education
Georgetown University Law Center 1993 — 1994
Master of Laws (LL.M.), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (J.D.)
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Accounting
Sirius XM Radio Inc. 2009 - Present
Intelsat 2007 - 2009
CACI International Inc 2003 - 2007
Ernst & Young 1998 - 2002
Coopers & Lybrand 1994 - 1998
Education
Georgetown University Law Center 1993 — 1994
Master of Laws (LL.M.), Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Doctor of Law (J.D.)
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Accounting
Susan Marlar Susan Marlar's Coopers & Lybrand Experience 1987 - 1988
Job Director, Tax Services Group at Meaden & Moore
Industry Accounting
Experience
Meaden & Moore September 2013 - Present
Susan Marlar, CPA November 2000 - August 2013
Farris, Cooke & Associates October 1988 - April 2000
Coopers & Lybrand 1987 - 1988
KPMG 1983 - 1986
Skills
Microsoft Office, Customer Service, Budgets, Public Speaking, Strategic Planning, Marketing, Project Planning, Negotiation, Team Building, Contract Negotiation, Sales, PowerPoint, Sales Management, Social Networking, Real Estate, Small Business, Invoicing, Insurance, Microsoft Excel, Accounting, Tax, Auditing, New Business Development, Non-profits
Education
Baylor University - Hankamer School of Business 1977 — 1982
Masters, Taxation
Meaden & Moore September 2013 - Present
Susan Marlar, CPA November 2000 - August 2013
Farris, Cooke & Associates October 1988 - April 2000
Coopers & Lybrand 1987 - 1988
KPMG 1983 - 1986
Skills
Microsoft Office, Customer Service, Budgets, Public Speaking, Strategic Planning, Marketing, Project Planning, Negotiation, Team Building, Contract Negotiation, Sales, PowerPoint, Sales Management, Social Networking, Real Estate, Small Business, Invoicing, Insurance, Microsoft Excel, Accounting, Tax, Auditing, New Business Development, Non-profits
Education
Baylor University - Hankamer School of Business 1977 — 1982
Masters, Taxation
Robert McCaffrey Robert McCaffrey's Coopers & Lybrand Experience 1986 - 1988
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Vasant Nanavati's Coopers & Lybrand Experience 1982 - 1987
Job CoFounder and Managing Director at Sky City Apartments
Industry Hospitality
Experience
Sky City Apartments 2010 - Present
Self-Employed 2000 - 2010
Dental Partners 1997 - 2000
General Media International 1993 - 1997
Grant Thornton 1987 - 1992
Coopers & Lybrand 1982 - 1987
Skills
Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Modeling, Entrepreneurship, Management, Due Diligence, Restructuring, Business Planning, Corporate Development, Managerial Finance, Financial Analysis, Business Strategy, Finance, Start-ups, Financial Structuring, Strategic Financial...
Education
California Institute of Technology
Bachelor of Science (BS), Engineering
City University of New York-Baruch College
Master of Business Administration (MBA), Accountancy
Sky City Apartments 2010 - Present
Self-Employed 2000 - 2010
Dental Partners 1997 - 2000
General Media International 1993 - 1997
Grant Thornton 1987 - 1992
Coopers & Lybrand 1982 - 1987
Skills
Corporate Finance, Mergers & Acquisitions, Capital Markets, Financial Modeling, Entrepreneurship, Management, Due Diligence, Restructuring, Business Planning, Corporate Development, Managerial Finance, Financial Analysis, Business Strategy, Finance, Start-ups, Financial Structuring, Strategic Financial...
Education
California Institute of Technology
Bachelor of Science (BS), Engineering
City University of New York-Baruch College
Master of Business Administration (MBA), Accountancy
Bob Schaffer Bob Schaffer's Coopers & Lybrand Experience 1996 - 1998
Job Controller at Rush Communications
Industry Online Media
Experience
Rush Communications February 2007 - Present
Burton Goldstein & Co. 2003 - 2007
A. Kozak & Co. 2001 - 2003
Coopers & Lybrand 1996 - 1998
Skills
Microsoft Office, Entertainment, Social Media, Social Networking, Management, Strategic Planning, Project Management, Mobile Devices
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance, General
Ithaca College 1983 — 1985
Bachelor's degree, Accounting
SUNY New Paltz 1981 — 1983
Rush Communications February 2007 - Present
Burton Goldstein & Co. 2003 - 2007
A. Kozak & Co. 2001 - 2003
Coopers & Lybrand 1996 - 1998
Skills
Microsoft Office, Entertainment, Social Media, Social Networking, Management, Strategic Planning, Project Management, Mobile Devices
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance, General
Ithaca College 1983 — 1985
Bachelor's degree, Accounting
SUNY New Paltz 1981 — 1983
Betty Ann Wakely's Coopers & Lybrand Experience August 1985 - May 1990
Job Accounting Professional
Industry Accounting
Experience
W. E. Donoghue & Co., Inc April 2015 - Present
Townsend Accounting December 2010 - April 2015
Richardson & Company, P.C. October 2013 - September 2014
Accounting Management Solutions December 2005 - March 2010
BankBoston May 1990 - January 2000
Coopers & Lybrand August 1985 - May 1990
Skills
Financial Analysis, Accounting, Forecasting, Auditing, Budgets, QuickBooks, Microsoft Excel, Internal Controls, Financial Reporting, Managerial Finance, Financial Modeling
Education
Bentley University 1981 — 1985
B.S., Accountancy
W. E. Donoghue & Co., Inc April 2015 - Present
Townsend Accounting December 2010 - April 2015
Richardson & Company, P.C. October 2013 - September 2014
Accounting Management Solutions December 2005 - March 2010
BankBoston May 1990 - January 2000
Coopers & Lybrand August 1985 - May 1990
Skills
Financial Analysis, Accounting, Forecasting, Auditing, Budgets, QuickBooks, Microsoft Excel, Internal Controls, Financial Reporting, Managerial Finance, Financial Modeling
Education
Bentley University 1981 — 1985
B.S., Accountancy
Gary Boyd Gary Boyd's Coopers & Lybrand Experience August 1987 - September 1994
Job Partner at Montgomery Coscia Greilich LLP (Capital & Business Advisory Services)
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2009 - Present
CLB Partners September 2006 - March 2009
Ascendant Solutions November 2004 - September 2006
CountryPlace Mortgage-Palm Harbor Homes January 2003 - September 2004
Parago April 2001 - December 2002
Capital One Auto Finance 1994 - 2000
Coopers & Lybrand August 1987 - September 1994
Education
Baylor University - Hankamer School of Business 1985 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1985 — 1987
Accounting
Montgomery Coscia Greilich LLP April 2009 - Present
CLB Partners September 2006 - March 2009
Ascendant Solutions November 2004 - September 2006
CountryPlace Mortgage-Palm Harbor Homes January 2003 - September 2004
Parago April 2001 - December 2002
Capital One Auto Finance 1994 - 2000
Coopers & Lybrand August 1987 - September 1994
Education
Baylor University - Hankamer School of Business 1985 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1985 — 1987
Accounting
Bill Melvin Bill Melvin's Coopers & Lybrand Experience October 1987 - November 1990
Job
Industry Retail
Experience
Stage Stores February 2013 - Present
The Children's Place April 2012 - February 2013
The Men's Wearhouse September 2002 - January 2012
AT&T Wireless August 1997 - July 2002
PepsiCo November 1990 - August 1997
Coopers & Lybrand October 1987 - November 1990
Skills
Integration, Leadership, IT Strategy, Business Intelligence, Management, Vendor Management, Analytics, Enterprise Software, Business Analysis, Mergers & Acquisitions, E-commerce, Business Process, Retail, Information Technology, Consulting, IT Management, Mergers, Executive Management, Cross-functional Team..., Change Management, Outsourcing, Strategic Planning, CRM, Cloud Computing, ERP, Enterprise Architecture, Process Improvement, Managing Large Scale..., Staff Development, SDLC, Technology Planning, Data Center, Disaster Recovery, Business Process..., Data Warehousing, Program Management, Strategic Alliances, Leading Change, Business Technology..., Strategy, PMO
Education
Baylor University 1999 — 2001
MBA, Finance, Economics
University of Pennsylvania 1978 — 1982
BS, Info. Systems, Organizational Mgmt
Mt Hebron High School 1974 — 1978
Go Vikes !
Stage Stores February 2013 - Present
The Children's Place April 2012 - February 2013
The Men's Wearhouse September 2002 - January 2012
AT&T Wireless August 1997 - July 2002
PepsiCo November 1990 - August 1997
Coopers & Lybrand October 1987 - November 1990
Skills
Integration, Leadership, IT Strategy, Business Intelligence, Management, Vendor Management, Analytics, Enterprise Software, Business Analysis, Mergers & Acquisitions, E-commerce, Business Process, Retail, Information Technology, Consulting, IT Management, Mergers, Executive Management, Cross-functional Team..., Change Management, Outsourcing, Strategic Planning, CRM, Cloud Computing, ERP, Enterprise Architecture, Process Improvement, Managing Large Scale..., Staff Development, SDLC, Technology Planning, Data Center, Disaster Recovery, Business Process..., Data Warehousing, Program Management, Strategic Alliances, Leading Change, Business Technology..., Strategy, PMO
Education
Baylor University 1999 — 2001
MBA, Finance, Economics
University of Pennsylvania 1978 — 1982
BS, Info. Systems, Organizational Mgmt
Mt Hebron High School 1974 — 1978
Go Vikes !
Richard P Conboy, Jr.'s Coopers & Lybrand Experience 1980 - 1985
Job Wouldn't you rather talk to someone who KNOWS taxes and benefits??
Industry Financial Services
Experience
Richard P. Conboy, Jr. CPA, P.C. May 2001 - Present
Town of Wakefield, Massachusetts June 1994 - May 2001
Massachusetts State Senate -Joint Committee on Taxation April 1989 - June 1994
Laventhol & Horwath May 1985 - September 1987
Coopers & Lybrand 1980 - 1985
Skills
Tax, Corporate Tax, Financial Analysis, Real Estate, GAAP, Insurance, General Ledger, Banking, Accounting, Tax Preparation, Estate Planning, Financial Planners, Government, Estate Tax Planning, High Net Worth..., QuickBooks, LLC, Income Tax, CPA, Financial Reporting, Tax Research
Education
Bentley University 1978 — 2000
BS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1988
MS, Taxation
Boston University 1974 — 1977
BS, Journalism
Boston College High School 1970 — 1973
OLHS
Richard P. Conboy, Jr. CPA, P.C. May 2001 - Present
Town of Wakefield, Massachusetts June 1994 - May 2001
Massachusetts State Senate -Joint Committee on Taxation April 1989 - June 1994
Laventhol & Horwath May 1985 - September 1987
Coopers & Lybrand 1980 - 1985
Skills
Tax, Corporate Tax, Financial Analysis, Real Estate, GAAP, Insurance, General Ledger, Banking, Accounting, Tax Preparation, Estate Planning, Financial Planners, Government, Estate Tax Planning, High Net Worth..., QuickBooks, LLC, Income Tax, CPA, Financial Reporting, Tax Research
Education
Bentley University 1978 — 2000
BS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1988
MS, Taxation
Boston University 1974 — 1977
BS, Journalism
Boston College High School 1970 — 1973
OLHS
Ray Coury Ray Coury's Coopers & Lybrand Experience July 1979 - August 1982
Job Accounting Professional
Industry Accounting
Experience
IFH Solutions, Inc March 2011 - Present
Metcalf Davis June 2002 - December 2010
CBIZ September 2000 - May 2002
Daniel Pappadakis July 1998 - September 2000
Raymond M. Coury, CPA September 1982 - May 1998
Coopers & Lybrand July 1979 - August 1982
Skills
Auditing, Accounting, Tax, GAAP, Finance, Tax Preparation, Financial Accounting, Financial Reporting, CPA, Corporate Tax, Tax Accounting, QuickBooks, Financial Statements, Income Tax, Internal Controls
Education
Binghamton University - School of Management 1974 — 1978
Bachelor of Science, Accounting
IFH Solutions, Inc March 2011 - Present
Metcalf Davis June 2002 - December 2010
CBIZ September 2000 - May 2002
Daniel Pappadakis July 1998 - September 2000
Raymond M. Coury, CPA September 1982 - May 1998
Coopers & Lybrand July 1979 - August 1982
Skills
Auditing, Accounting, Tax, GAAP, Finance, Tax Preparation, Financial Accounting, Financial Reporting, CPA, Corporate Tax, Tax Accounting, QuickBooks, Financial Statements, Income Tax, Internal Controls
Education
Binghamton University - School of Management 1974 — 1978
Bachelor of Science, Accounting
David Pietrewicz's Coopers & Lybrand Experience October 1995 - October 1999
Job Director, Tax Knowledge Management at KPMG
Industry Financial Services
Experience
KPMG US October 2014 - Present
KPMG April 2011 - Present
KPMG July 2008 - April 2011
PricewaterhouseCoopers May 2006 - June 2008
Grant Thornton June 2004 - May 2006
PwC October 1999 - June 2004
Coopers & Lybrand October 1995 - October 1999
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Process Improvement, Financial Services, Tax Accounting, Financial Analysis, International Tax, Insurance, Accounts Receivable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
Masters of Science, Taxation
Bentley University 1990 — 1994
Bachelor of Science, Accountancy
KPMG US October 2014 - Present
KPMG April 2011 - Present
KPMG July 2008 - April 2011
PricewaterhouseCoopers May 2006 - June 2008
Grant Thornton June 2004 - May 2006
PwC October 1999 - June 2004
Coopers & Lybrand October 1995 - October 1999
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Process Improvement, Financial Services, Tax Accounting, Financial Analysis, International Tax, Insurance, Accounts Receivable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
Masters of Science, Taxation
Bentley University 1990 — 1994
Bachelor of Science, Accountancy
Justin M. Welch's Coopers & Lybrand Experience January 1992 - May 1993
Job Attorney at Blazier, Christensen, Bigelow & Virr, P.C.
Industry Law Practice
Experience
Blazier, Christensen, Bigelow & Virr, P.C. January 2001 - Present
Justin M. Welch, P.L.L.C. November 1998 - December 2000
Browder & Higginbotham, P.C. August 1997 - December 1998
BDO Seidman May 1993 - August 1994
Coopers & Lybrand January 1992 - May 1993
Skills
Trade Secrets, Alternative Investments, Commercial Litigation, Trademarks, Investments, Civil Litigation, Litigation Support, Dispute, Licensing, Litigation, Wills
Education
The University of Texas School of Law 1994 — 1997
J.D., Law
Baylor University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Blazier, Christensen, Bigelow & Virr, P.C. January 2001 - Present
Justin M. Welch, P.L.L.C. November 1998 - December 2000
Browder & Higginbotham, P.C. August 1997 - December 1998
BDO Seidman May 1993 - August 1994
Coopers & Lybrand January 1992 - May 1993
Skills
Trade Secrets, Alternative Investments, Commercial Litigation, Trademarks, Investments, Civil Litigation, Litigation Support, Dispute, Licensing, Litigation, Wills
Education
The University of Texas School of Law 1994 — 1997
J.D., Law
Baylor University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Clinton Bateman Clinton Bateman's Coopers & Lybrand Experience July 1961 - October 1967
Job Managing Partner, ABBM Group, Ltd LLP CPAs
Industry Accounting
Experience
ABBM Group, Ltd LLP CPAs (formerly Bateman & Co., Inc., and Bateman McDuffie, Inc.) September 1967 - Present
Coopers & Lybrand July 1961 - October 1967
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Accounting, Financial Reporting, Corporate Tax, CPA, Partnership Taxation, Auditing, Tax Returns, Bookkeeping, Financial Audits, International Tax, Small Business, GAAP
Education
Baylor University 1960 — 1970
BBA, Accounting
ABBM Group, Ltd LLP CPAs (formerly Bateman & Co., Inc., and Bateman McDuffie, Inc.) September 1967 - Present
Coopers & Lybrand July 1961 - October 1967
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Accounting, Financial Reporting, Corporate Tax, CPA, Partnership Taxation, Auditing, Tax Returns, Bookkeeping, Financial Audits, International Tax, Small Business, GAAP
Education
Baylor University 1960 — 1970
BBA, Accounting
Tom Cyr's Coopers & Lybrand Experience September 1989 - March 1997
Job Partner at KPMG
Industry Accounting
Experience
KPMG June 2002 - Present
Arthur Andersen LLP April 2001 - May 2002
IDEXX Laboratories 1997 - 2001
Coopers & Lybrand September 1989 - March 1997
Skills
Financial Reporting, Accounting, Corporate Tax, Auditing, Financial Analysis, Internal Controls, Tax, Sarbanes-Oxley Act, SEC Filings, GAAP
Education
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
KPMG June 2002 - Present
Arthur Andersen LLP April 2001 - May 2002
IDEXX Laboratories 1997 - 2001
Coopers & Lybrand September 1989 - March 1997
Skills
Financial Reporting, Accounting, Corporate Tax, Auditing, Financial Analysis, Internal Controls, Tax, Sarbanes-Oxley Act, SEC Filings, GAAP
Education
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Christi Stinson Christi Stinson's Coopers & Lybrand Experience 1978 - 1981
Job Sole Practitioner at C H Stinson, CPA
Industry Accounting
Experience
C H Stinson, CPA February 2012 - Present
Funding Information Center August 2008 - February 2012
Christine H. Stinson, CPA June 2006 - July 2008
Texas Society of CPAs September 2000 - June 2006
Texas Society of CPAs March 1998 - August 2000
Fort Worth Chapter/Texas Society of CPAs September 1986 - February 1998
Coopers & Lybrand 1978 - 1981
Skills
Non-profits, Accounting, Budgets, Financial Reporting, Small Business, Project Management, Strategic Planning, Team Building, Income Tax, Management, Nonprofits, Financial Analysis, Public Speaking, Governance, Management Consulting, Tax Preparation
Education
Baylor University 1968 — 1971
BBA, Business concentration accounting
C H Stinson, CPA February 2012 - Present
Funding Information Center August 2008 - February 2012
Christine H. Stinson, CPA June 2006 - July 2008
Texas Society of CPAs September 2000 - June 2006
Texas Society of CPAs March 1998 - August 2000
Fort Worth Chapter/Texas Society of CPAs September 1986 - February 1998
Coopers & Lybrand 1978 - 1981
Skills
Non-profits, Accounting, Budgets, Financial Reporting, Small Business, Project Management, Strategic Planning, Team Building, Income Tax, Management, Nonprofits, Financial Analysis, Public Speaking, Governance, Management Consulting, Tax Preparation
Education
Baylor University 1968 — 1971
BBA, Business concentration accounting
Jeffrey Bamberger, CISA, QSA Jeffrey Bamberger, CISA, QSA's Coopers & Lybrand Experience December 1995 - November 1996
Job Senior Cyber/IT Risk Management and Security Consultant at OpenSky Corp
Industry Management Consulting
Experience
OpenSky Corp August 2014 - Present
Coalfire November 2012 - June 2014
ZeroPoint Risk Research, LLC August 2009 - November 2012
Jefferson Wells International March 2005 - June 2009
Project Control Companies January 2004 - January 2005
Mellon Financial Corporation August 1999 - January 2004
USTrust Corporation December 1996 - July 1999
Coopers & Lybrand December 1995 - November 1996
Babson College Office of Development August 1994 - November 1995
Thomson Financial Services September 1988 - June 1992
Skills
IT Audit, Sarbanes-Oxley Act, IT Risk Management, Information Security, GRC, Internal Audit, Privacy Law, Enterprise Risk..., CISA, Risk Management, Sarbanes-Oxley, Risk Assessment, COBIT, Governance, Security, PCI DSS, Disaster Recovery, Internal Controls, Vendor Management, Data Security, GLBA, Cloud Computing, Management Consulting, Information Security..., Business Continuity..., Data Center, Business Continuity, ISO 27001, Business Process..., Security Audits, Vulnerability Assessment, Management, Business Process, Strategic Planning, IT Strategy, Penetration Testing, Process Improvement, SDLC, IT Controls, Risk Analysis, IT Management, Analysis, NIST, QSA, Financial Risk, Auditing, Information Technology, Payment Industry, SAS70, CISSP
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA, Business Administration and Management, General
Colgate University 1984 — 1988
BA, Computer Science, Religion
William H. Hall High School 1980 — 1984
OpenSky Corp August 2014 - Present
Coalfire November 2012 - June 2014
ZeroPoint Risk Research, LLC August 2009 - November 2012
Jefferson Wells International March 2005 - June 2009
Project Control Companies January 2004 - January 2005
Mellon Financial Corporation August 1999 - January 2004
USTrust Corporation December 1996 - July 1999
Coopers & Lybrand December 1995 - November 1996
Babson College Office of Development August 1994 - November 1995
Thomson Financial Services September 1988 - June 1992
Skills
IT Audit, Sarbanes-Oxley Act, IT Risk Management, Information Security, GRC, Internal Audit, Privacy Law, Enterprise Risk..., CISA, Risk Management, Sarbanes-Oxley, Risk Assessment, COBIT, Governance, Security, PCI DSS, Disaster Recovery, Internal Controls, Vendor Management, Data Security, GLBA, Cloud Computing, Management Consulting, Information Security..., Business Continuity..., Data Center, Business Continuity, ISO 27001, Business Process..., Security Audits, Vulnerability Assessment, Management, Business Process, Strategic Planning, IT Strategy, Penetration Testing, Process Improvement, SDLC, IT Controls, Risk Analysis, IT Management, Analysis, NIST, QSA, Financial Risk, Auditing, Information Technology, Payment Industry, SAS70, CISSP
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA, Business Administration and Management, General
Colgate University 1984 — 1988
BA, Computer Science, Religion
William H. Hall High School 1980 — 1984
Joe Palombo Joe Palombo's Coopers & Lybrand Experience October 1983 - December 1993
Job Director Financial Services Tax Advisory at McGladrey
Industry Financial Services
Experience
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
Kenny Gill's Coopers & Lybrand Experience 1996 - 1998
Job Vice President at Matson, Inc.
Industry Transportation/Trucking/Railroad
Experience
Matson, Inc. June 2015 - Present
Horizon Lines September 2013 - Present
Horizon Lines August 2009 - August 2013
Horizon Lines October 2007 - July 2009
Horizon Lines January 2007 - September 2007
Horizon Lines September 2004 - December 2006
Manganaro Corporation NorthEast LLC 1998 - 2004
Coopers & Lybrand 1996 - 1998
Skills
Transportation, Budgets, Customer Service, Logistics, Shipping, Leadership, Forecasting, Operations Management, Strategic Planning, Process Improvement, Management, Business Process, Supply Chain, Pricing, Supply Chain Management, Cross-functional Team..., Contract Negotiation, Project Management, Finance, Team Building, Inventory Management, Change Management, Contract Management, Vendor Management, Procurement, Transportation...
Education
University of Washington 2011 — 2013
EMBA, Business
Bentley University 1994 — 1996
MSA, Accountancy
Boston University 1985 — 1989
CLA, Liberal Arts
Winchester High School 1983 — 1985
Matignon High School 1981 — 1983
Matson, Inc. June 2015 - Present
Horizon Lines September 2013 - Present
Horizon Lines August 2009 - August 2013
Horizon Lines October 2007 - July 2009
Horizon Lines January 2007 - September 2007
Horizon Lines September 2004 - December 2006
Manganaro Corporation NorthEast LLC 1998 - 2004
Coopers & Lybrand 1996 - 1998
Skills
Transportation, Budgets, Customer Service, Logistics, Shipping, Leadership, Forecasting, Operations Management, Strategic Planning, Process Improvement, Management, Business Process, Supply Chain, Pricing, Supply Chain Management, Cross-functional Team..., Contract Negotiation, Project Management, Finance, Team Building, Inventory Management, Change Management, Contract Management, Vendor Management, Procurement, Transportation...
Education
University of Washington 2011 — 2013
EMBA, Business
Bentley University 1994 — 1996
MSA, Accountancy
Boston University 1985 — 1989
CLA, Liberal Arts
Winchester High School 1983 — 1985
Matignon High School 1981 — 1983
Betty Crouch's Coopers & Lybrand Experience February 1993 - September 1994
Job Senior Tax Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP May 2015 - Present
Crouch CPA, PLC April 2008 - April 2015
Third Security, LLC May 2002 - April 2008
KPMG, LLP September 1996 - May 2002
Coopers & Lybrand February 1993 - September 1994
Deloitte & Touche September 1991 - February 1993
Coopers & Lybrand March 1984 - July 1991
Skills
Tax Return Preparation, S Corporations, Partnership Taxation, Tax Preparation, Tax, CPA, Mergers & Acquisitions, LLC, IRS, Financial Planners, Exempt organizations, Private Foundations, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Accounting, Financial Analysis, Strategic Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1983
Bachelor, Business - Accounting
Ball State University 1978 — 1980
Music - Voice
Paul Harding High School
Dixon Hughes Goodman LLP May 2015 - Present
Crouch CPA, PLC April 2008 - April 2015
Third Security, LLC May 2002 - April 2008
KPMG, LLP September 1996 - May 2002
Coopers & Lybrand February 1993 - September 1994
Deloitte & Touche September 1991 - February 1993
Coopers & Lybrand March 1984 - July 1991
Skills
Tax Return Preparation, S Corporations, Partnership Taxation, Tax Preparation, Tax, CPA, Mergers & Acquisitions, LLC, IRS, Financial Planners, Exempt organizations, Private Foundations, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Accounting, Financial Analysis, Strategic Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1983
Bachelor, Business - Accounting
Ball State University 1978 — 1980
Music - Voice
Paul Harding High School
Chris Schmitt's Coopers & Lybrand Experience June 1988 - December 1990
Job Program Director US Location Strategy
Industry Financial Services
Experience
Agile Consulting September 2015 - Present
MetLife December 2012 - August 2015
Firemans Fund Insurance Company March 2010 - May 2012
Santosha August 2008 - February 2010
Standard & Poor's April 2004 - May 2008
Standard & Poor's February 2002 - April 2004
Santosha January 1991 - February 2002
Coopers & Lybrand June 1988 - December 1990
Skills
Agile, Program Management, Strategy to Execution, Business Architecture, Enterprise Architecture, BPM, BPMS, SOA, Cloud Computing, Project Portfolio..., Project Management, IT Strategy, Business Process..., Agile Methodologies, Business Process..., Solution Architecture, Business Process Design, SaaS, Process Improvement, Business Process, Strategy, PMO, Web Services, Java Enterprise Edition, Software Development, Agile Project Management, Oracle, SDLC, Six Sigma, Governance, Integration, Analytics, Business Analysis, Management, Risk Management, Databases, Architecture, Management Consulting, PMP, Business Transformation, Software Project..., Business Intelligence, IT Management, Outsourcing, Scrum, Consulting, Leadership, Analysis
Education
Beloit College
BA, Anthropology and Economics double major, Math minor
BPM & SOA Institute 2009 — 2010
Business Process Management, Business Architecture, SOA
FEAC Institute 2009 — 2009
CEA, Enterprise Architecture
Stanford Continuing Studies
Advanced Project Management
Agile Consulting September 2015 - Present
MetLife December 2012 - August 2015
Firemans Fund Insurance Company March 2010 - May 2012
Santosha August 2008 - February 2010
Standard & Poor's April 2004 - May 2008
Standard & Poor's February 2002 - April 2004
Santosha January 1991 - February 2002
Coopers & Lybrand June 1988 - December 1990
Skills
Agile, Program Management, Strategy to Execution, Business Architecture, Enterprise Architecture, BPM, BPMS, SOA, Cloud Computing, Project Portfolio..., Project Management, IT Strategy, Business Process..., Agile Methodologies, Business Process..., Solution Architecture, Business Process Design, SaaS, Process Improvement, Business Process, Strategy, PMO, Web Services, Java Enterprise Edition, Software Development, Agile Project Management, Oracle, SDLC, Six Sigma, Governance, Integration, Analytics, Business Analysis, Management, Risk Management, Databases, Architecture, Management Consulting, PMP, Business Transformation, Software Project..., Business Intelligence, IT Management, Outsourcing, Scrum, Consulting, Leadership, Analysis
Education
Beloit College
BA, Anthropology and Economics double major, Math minor
BPM & SOA Institute 2009 — 2010
Business Process Management, Business Architecture, SOA
FEAC Institute 2009 — 2009
CEA, Enterprise Architecture
Stanford Continuing Studies
Advanced Project Management
Darrell Roberts's Coopers & Lybrand Experience 1981 - 1984
Job President, Chief Investment Officer at American Wealth Advisors
Industry Financial Services
Experience
American Wealth Advisors November 2007 - Present
E*TRADE Financial March 2006 - August 2007
BNY Mellon June 2004 - January 2006
Morgan Stanley March 2002 - June 2004
Fidelity Investments March 1994 - January 2002
STVA Corp June 1984 - March 1994
Coopers & Lybrand 1981 - 1984
Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning
Education
Bentley University 1975 — 1979
BS, Accounting
Abington High
American Wealth Advisors November 2007 - Present
E*TRADE Financial March 2006 - August 2007
BNY Mellon June 2004 - January 2006
Morgan Stanley March 2002 - June 2004
Fidelity Investments March 1994 - January 2002
STVA Corp June 1984 - March 1994
Coopers & Lybrand 1981 - 1984
Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning
Education
Bentley University 1975 — 1979
BS, Accounting
Abington High
Laurie Austin, CPA, MST, AEP ® Laurie Austin, CPA, MST, AEP ®'s Coopers & Lybrand Experience 1982 - 1989
Job Managing Partner at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company August 2000 - Present
Tofias PC December 1990 - August 2000
Coopers & Lybrand 1982 - 1989
Skills
Tax, Trusts, High Net Worth..., Income Tax, International Tax, Investments, Tax Research, Accounting, Financial Advisory, Financial Statements, Financial Planners, Auditing, Partnership Taxation, S Corporations, Corporate Tax, Tax Preparation, Financial Planning
Education
Bentley University 1985 — 1986
Master of Science, Taxation
Northeastern University 1981 — 1984
BSB, Accounting
DiCicco, Gulman & Company August 2000 - Present
Tofias PC December 1990 - August 2000
Coopers & Lybrand 1982 - 1989
Skills
Tax, Trusts, High Net Worth..., Income Tax, International Tax, Investments, Tax Research, Accounting, Financial Advisory, Financial Statements, Financial Planners, Auditing, Partnership Taxation, S Corporations, Corporate Tax, Tax Preparation, Financial Planning
Education
Bentley University 1985 — 1986
Master of Science, Taxation
Northeastern University 1981 — 1984
BSB, Accounting
Val Smith-Punsky Val Smith-Punsky's Coopers & Lybrand Experience 1992 - 1993
Job Accountant & Benefits Administrator
Industry Real Estate
Experience
Spectrum Enterprises Inc. May 2015 - Present
Examiner.com September 2014 - Present
Blue Lobster Services LLC May 2014 - Present
Examiner.com November 2009 - Present
Macpage LLC November 2013 - April 2014
The Wishcamper Companies, Inc. February 2010 - July 2013
McLeod Ascanio & Company January 1999 - April 2010
Alenbrook September 1998 - December 1998
Pencil Pushers Tax Software August 1993 - May 1998
Coopers & Lybrand 1992 - 1993
Skills
Tax Returns, Tax Credits, Bookkeeping, Partnerships, S Corporations, Taxation of Trusts, Partnership Taxation, Tax Accounting, CCH ProSystem fx, QuickBooks, Tax, Property Tax, Accounting, CPA, Tax Research, ProSystem fx Tax, Tax Preparation, Journal Entries, Financial Reporting, Accruals, Peachtree, Budgets, Financial Analysis
Education
Bentley College 1990 — 1992
MST, Taxation
Bryant College 1985 — 1989
Bachelor of Science (BS), Accounting
Cape Elizabeth High School 1981 — 1985
High School, College Prep
Spectrum Enterprises Inc. May 2015 - Present
Examiner.com September 2014 - Present
Blue Lobster Services LLC May 2014 - Present
Examiner.com November 2009 - Present
Macpage LLC November 2013 - April 2014
The Wishcamper Companies, Inc. February 2010 - July 2013
McLeod Ascanio & Company January 1999 - April 2010
Alenbrook September 1998 - December 1998
Pencil Pushers Tax Software August 1993 - May 1998
Coopers & Lybrand 1992 - 1993
Skills
Tax Returns, Tax Credits, Bookkeeping, Partnerships, S Corporations, Taxation of Trusts, Partnership Taxation, Tax Accounting, CCH ProSystem fx, QuickBooks, Tax, Property Tax, Accounting, CPA, Tax Research, ProSystem fx Tax, Tax Preparation, Journal Entries, Financial Reporting, Accruals, Peachtree, Budgets, Financial Analysis
Education
Bentley College 1990 — 1992
MST, Taxation
Bryant College 1985 — 1989
Bachelor of Science (BS), Accounting
Cape Elizabeth High School 1981 — 1985
High School, College Prep
Jim Acquaviva's Coopers & Lybrand Experience July 1977 - April 1981
Job Chief Products and Growth Officer at Whovoo
Industry Computer Software
Experience
Whovoo January 2014 - Present
nCircle January 2011 - April 2013
ClearPoint Metrics January 2005 - January 2011
Kada January 2001 - December 2003
Revelation Software January 1992 - December 2000
Mainframe Micros, Inc February 1986 - September 1992
Cullinet Software 1984 - 1986
GE Software International April 1981 - February 1984
Coopers & Lybrand July 1977 - April 1981
Skills
SaaS, Cloud Computing, Strategy, Product Management, Security, Product Marketing, Analytics, Mobile Devices, Leadership, Software Development, Information Security, Entrepreneurship, Strategic Planning, Databases, Marketing, Risk Management, Enterprise Software, Start-ups, Strategic Partnerships, Solution Selling, Go-to-market Strategy, Performance Management, Network Security
Education
Bentley University 1973 — 1977
BS, Accounting
Whovoo January 2014 - Present
nCircle January 2011 - April 2013
ClearPoint Metrics January 2005 - January 2011
Kada January 2001 - December 2003
Revelation Software January 1992 - December 2000
Mainframe Micros, Inc February 1986 - September 1992
Cullinet Software 1984 - 1986
GE Software International April 1981 - February 1984
Coopers & Lybrand July 1977 - April 1981
Skills
SaaS, Cloud Computing, Strategy, Product Management, Security, Product Marketing, Analytics, Mobile Devices, Leadership, Software Development, Information Security, Entrepreneurship, Strategic Planning, Databases, Marketing, Risk Management, Enterprise Software, Start-ups, Strategic Partnerships, Solution Selling, Go-to-market Strategy, Performance Management, Network Security
Education
Bentley University 1973 — 1977
BS, Accounting
Larry Ginsberg Larry Ginsberg's Coopers & Lybrand Experience 1983 - 1995
Job Executive Professor: Northeastern University
Industry Accounting
Experience
Northeastern University September 2014 - Present
Northeastern University 1990 - Present
CBIZ Tofias 1995 - August 2014
Coopers & Lybrand 1983 - 1995
Arthur Young 1977 - 1982
Skills
Accounting, Financial Reporting, Management, Tax, Financial Analysis, Mergers & Acquisitions, Auditing, Due Diligence, Corporate Tax, Internal Controls, Financial Accounting, Tax Preparation, Income Tax, SEC filings, CPA, GAAP, SEC Filings
Education
Brown University 1970 — 1974
AB, American Civilization
D'Amore-McKim School of Business at Northeastern University 1976 — 1977
MS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Northeastern University September 2014 - Present
Northeastern University 1990 - Present
CBIZ Tofias 1995 - August 2014
Coopers & Lybrand 1983 - 1995
Arthur Young 1977 - 1982
Skills
Accounting, Financial Reporting, Management, Tax, Financial Analysis, Mergers & Acquisitions, Auditing, Due Diligence, Corporate Tax, Internal Controls, Financial Accounting, Tax Preparation, Income Tax, SEC filings, CPA, GAAP, SEC Filings
Education
Brown University 1970 — 1974
AB, American Civilization
D'Amore-McKim School of Business at Northeastern University 1976 — 1977
MS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Eric Bridger Eric Bridger's Coopers & Lybrand Experience 1994 - 1996
Job Senior Software Engineer at Gulf of Maine Research Institute
Industry Environmental Services
Experience
Gulf of Maine Research Institute November 2009 - Present
NERACOOS March 2009 - Present
Gulf of Maine Ocean Observing System (GoMOOS) July 2002 - October 2009
SURA/SCOOP 2003 - 2008
Gateway 1998 - 2002
NECX Direct 1996 - 1998
Coopers & Lybrand 1994 - 1996
DeLorme 1989 - 1994
Skills
Python, GIS, XML, JavaScript, Software Development, Perl, SQL, Semantic Web, Web Applications, Web Development, Web Services, Google Maps, KML, Software Engineering, PostgreSQL, Databases, THREDDS, NetCDF, C
Education
City University of New York City College 1985 — 1987
BS, Computer Science
Bard College
English
Gulf of Maine Research Institute November 2009 - Present
NERACOOS March 2009 - Present
Gulf of Maine Ocean Observing System (GoMOOS) July 2002 - October 2009
SURA/SCOOP 2003 - 2008
Gateway 1998 - 2002
NECX Direct 1996 - 1998
Coopers & Lybrand 1994 - 1996
DeLorme 1989 - 1994
Skills
Python, GIS, XML, JavaScript, Software Development, Perl, SQL, Semantic Web, Web Applications, Web Development, Web Services, Google Maps, KML, Software Engineering, PostgreSQL, Databases, THREDDS, NetCDF, C
Education
City University of New York City College 1985 — 1987
BS, Computer Science
Bard College
English
Philip Jameson Philip Jameson's Coopers & Lybrand Experience August 1979 - August 1981
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
Thomas P. Britt's Coopers & Lybrand Experience September 1983 - June 1985
Job Innovative Tax & Accounting Solutions for Small to Midsize Business
Industry Accounting
Experience
Britt & Company CPA LLC June 1990 - Present
Price Waterhouse May 1985 - June 1987
Coopers & Lybrand September 1983 - June 1985
Skills
Tax, Auditing, Consulting, Management, Corporate Tax, Financial Statements, SEC filings, Financial Reporting, Accounting, Management Consulting, Budgets, Financial Analysis, Strategic Financial..., Financial Services, Tax Preparation, Cash Flow, Nonprofits, CPA, Internal Controls, Mergers & Acquisitions, Income Tax, Corporate Law, Mutual Funds, Tax Research, Due Diligence, Project Planning, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
Master of Science in Taxation, Taxation
Bentley University 1989 — 1990
Certificate as a Tax Specialist, Taxation
Bentley University 1979 — 1983
Bachelor of Science, Economics and Finance
Bentley University 1979 — 1983
Bachelor of Science, Accounting
Britt & Company CPA LLC June 1990 - Present
Price Waterhouse May 1985 - June 1987
Coopers & Lybrand September 1983 - June 1985
Skills
Tax, Auditing, Consulting, Management, Corporate Tax, Financial Statements, SEC filings, Financial Reporting, Accounting, Management Consulting, Budgets, Financial Analysis, Strategic Financial..., Financial Services, Tax Preparation, Cash Flow, Nonprofits, CPA, Internal Controls, Mergers & Acquisitions, Income Tax, Corporate Law, Mutual Funds, Tax Research, Due Diligence, Project Planning, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
Master of Science in Taxation, Taxation
Bentley University 1989 — 1990
Certificate as a Tax Specialist, Taxation
Bentley University 1979 — 1983
Bachelor of Science, Economics and Finance
Bentley University 1979 — 1983
Bachelor of Science, Accounting
Katherine Kuntz's Coopers & Lybrand Experience 1993 - 2000
Job Managing Member, CFO, CCO at PMK Capital Management, LLC
Industry Investment Management
Experience
PMK Capital Management, LLC January 2013 - Present
Todd-Veredus Asset Management LLC March 2012 - December 2012
Todd-Veredus Asset Management LLC April 2004 - February 2012
AEGON August 2000 - March 2004
PricewaterhouseCoopers 1993 - 2000
Coopers & Lybrand 1993 - 2000
Education
Bellarmine University
BA, Accounting
PMK Capital Management, LLC January 2013 - Present
Todd-Veredus Asset Management LLC March 2012 - December 2012
Todd-Veredus Asset Management LLC April 2004 - February 2012
AEGON August 2000 - March 2004
PricewaterhouseCoopers 1993 - 2000
Coopers & Lybrand 1993 - 2000
Education
Bellarmine University
BA, Accounting
Robert Balchunas's Coopers & Lybrand Experience June 1989 - August 1994
Job Director at CohnReznick
Industry Accounting
Experience
CohnReznick April 2012 - Present
Metro Realty Group September 2008 - April 2012
Blum Shapiro & Company May 2005 - September 2008
Whittlesey & Hadley August 1994 - April 2005
Coopers & Lybrand June 1989 - August 1994
Century Development Corp. July 1987 - June 1989
Price Waterhouse 1984 - 1987
Skills
Auditing, Real Estate, Compliance, HUD, Affordable Housing, Partnership Taxation, LIHTC, Financial Reporting, Financial Modeling, Accounting, Renewable Energy Credits, CPA, US GAAP, GAAP, Mergers & Acquisitions, Finance, Financial Analysis, Internal Controls, Thought Leadership
Education
Bentley University 1976 — 1980
BS, Accounting
CohnReznick April 2012 - Present
Metro Realty Group September 2008 - April 2012
Blum Shapiro & Company May 2005 - September 2008
Whittlesey & Hadley August 1994 - April 2005
Coopers & Lybrand June 1989 - August 1994
Century Development Corp. July 1987 - June 1989
Price Waterhouse 1984 - 1987
Skills
Auditing, Real Estate, Compliance, HUD, Affordable Housing, Partnership Taxation, LIHTC, Financial Reporting, Financial Modeling, Accounting, Renewable Energy Credits, CPA, US GAAP, GAAP, Mergers & Acquisitions, Finance, Financial Analysis, Internal Controls, Thought Leadership
Education
Bentley University 1976 — 1980
BS, Accounting
Greg Cyrier's Coopers & Lybrand Experience July 1989 - January 1991
Job CoOwner/CEO @ Hielan Management
Industry Restaurants
Experience
Hielan Management February 2004 - Present
La Madeleine September 1997 - September 2003
Brinker International January 1991 - September 1997
Coopers & Lybrand July 1989 - January 1991
Skills
Social Networking, Social Media Marketing, Business Planning, Coaching, Sales Management, Entrepreneurship, Recruiting, New Business Development, Social Media, Culinary Skills, Team Leadership, Event Management, Purchasing, Public Speaking, Negotiation, Real Estate, Accounting, Catering, Mergers & Acquisitions, Finance
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Hielan Management February 2004 - Present
La Madeleine September 1997 - September 2003
Brinker International January 1991 - September 1997
Coopers & Lybrand July 1989 - January 1991
Skills
Social Networking, Social Media Marketing, Business Planning, Coaching, Sales Management, Entrepreneurship, Recruiting, New Business Development, Social Media, Culinary Skills, Team Leadership, Event Management, Purchasing, Public Speaking, Negotiation, Real Estate, Accounting, Catering, Mergers & Acquisitions, Finance
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Jeff Fleischman Jeff Fleischman's Coopers & Lybrand Experience September 1992 - November 1995
Job Controller at alice + olivia
Industry Luxury Goods & Jewelry
Experience
alice + olivia April 2015 - Present
Tory Burch November 2011 - April 2015
Louis Vuitton North America January 2003 - August 2011
Louis Vuitton North America April 2001 - December 2002
Comstock Inc. June 1996 - April 2001
Mazars January 1996 - May 1996
Coopers & Lybrand September 1992 - November 1995
Skills
SAP ERP, Budgeting, Financial Reporting, Financial Analysis, General Ledger, Accounting, Management, Accounts Payable &..., Sales Audit, Internal Controls, Store Operations, International Accounting, Consolidation, JD Edwards, Controllership Functions, Microsoft Office, Microsoft Dynamics GP, Epicor, RLM, Fashion Retail, Forecasting
Education
Binghamton University - School of Management 1988 — 1992
Bachelor's Degree, Accounting
alice + olivia April 2015 - Present
Tory Burch November 2011 - April 2015
Louis Vuitton North America January 2003 - August 2011
Louis Vuitton North America April 2001 - December 2002
Comstock Inc. June 1996 - April 2001
Mazars January 1996 - May 1996
Coopers & Lybrand September 1992 - November 1995
Skills
SAP ERP, Budgeting, Financial Reporting, Financial Analysis, General Ledger, Accounting, Management, Accounts Payable &..., Sales Audit, Internal Controls, Store Operations, International Accounting, Consolidation, JD Edwards, Controllership Functions, Microsoft Office, Microsoft Dynamics GP, Epicor, RLM, Fashion Retail, Forecasting
Education
Binghamton University - School of Management 1988 — 1992
Bachelor's Degree, Accounting
Lori Verchio Lori Verchio's Coopers & Lybrand Experience August 1994 - May 1996
Job Trust Tax at PNC Bank
Industry Accounting
Experience
PNC Bank January 2012 - Present
Patton & Company March 2011 - April 2011
AmTrust Bank March 1999 - November 2010
The LTV Corporation May 1996 - March 1999
Coopers & Lybrand August 1994 - May 1996
APCOA, Inc September 1993 - August 1994
LDI, Inc April 1990 - September 1993
Skills
Tax, Income Tax, FASB, Sales Tax, Property Tax, Excel, Account Reconciliation, Research, Accruals, Audit, Accounting, IRS, Compliance, Tax Compliance, Tax Research, Tax Accounting, Corporate Tax, Federal Tax, Tax Audits, Use Tax, Tax Returns, Tax Preparation, FAS109, Fixed Assets, Corptax, Word, Journal Entries, Auditing
Education
Baldwin-Wallace College 1985 — 1989
Bachelor of Arts, Accounting Major
Brooklyn High
PNC Bank January 2012 - Present
Patton & Company March 2011 - April 2011
AmTrust Bank March 1999 - November 2010
The LTV Corporation May 1996 - March 1999
Coopers & Lybrand August 1994 - May 1996
APCOA, Inc September 1993 - August 1994
LDI, Inc April 1990 - September 1993
Skills
Tax, Income Tax, FASB, Sales Tax, Property Tax, Excel, Account Reconciliation, Research, Accruals, Audit, Accounting, IRS, Compliance, Tax Compliance, Tax Research, Tax Accounting, Corporate Tax, Federal Tax, Tax Audits, Use Tax, Tax Returns, Tax Preparation, FAS109, Fixed Assets, Corptax, Word, Journal Entries, Auditing
Education
Baldwin-Wallace College 1985 — 1989
Bachelor of Arts, Accounting Major
Brooklyn High
John Mokas John Mokas's Coopers & Lybrand Experience 1983 - 1993
Job VicePresident/CFO at Normandeau Associates, Inc.
Industry Environmental Services
Experience
Normandeau Associates, Inc. August 2012 - Present
Greater Nashua YMCA 2010 - 2011
Clark & lavey benefits Solutions Inc May 2005 - May 2010
Courion Corporation December 2000 - August 2003
PTC August 1993 - December 2000
Coopers & Lybrand 1983 - 1993
Skills
Management, Strategic Planning, Finance, Financial Analysis, Budgets, Accounting, Financial Reporting, Mergers & Acquisitions, Due Diligence
Education
Bentley College 1982 — 1983
Masters of Science, Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science, Business Administration
Normandeau Associates, Inc. August 2012 - Present
Greater Nashua YMCA 2010 - 2011
Clark & lavey benefits Solutions Inc May 2005 - May 2010
Courion Corporation December 2000 - August 2003
PTC August 1993 - December 2000
Coopers & Lybrand 1983 - 1993
Skills
Management, Strategic Planning, Finance, Financial Analysis, Budgets, Accounting, Financial Reporting, Mergers & Acquisitions, Due Diligence
Education
Bentley College 1982 — 1983
Masters of Science, Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science, Business Administration
Dave Turgeon's Coopers & Lybrand Experience January 1980 - January 1986
Job VP Mergers & Acquisitions at Civitas Solutions
Industry Executive Office
Experience
Civitas Solutions January 2009 - Present
United Site Services, Inc January 2005 - December 2008
National Waste Network, Inc January 2003 - January 2005
MembersFirst, Inc January 2000 - January 2003
GoLogistics, Inc July 1999 - January 2000
Browning-Ferris Industries, Inc January 1986 - January 1999
Coopers & Lybrand January 1980 - January 1986
Skills
Private Equity, Negotiation, Budgeting, Business Planning, Valuation, Strategic Planning, Due Diligence, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Business Development, Mergers, Budgets, Competitive Analysis, Leadership, P&L Management
Education
Bentley University 1976 — 1980
B.S., Accounting
Wellesley High School
Civitas Solutions January 2009 - Present
United Site Services, Inc January 2005 - December 2008
National Waste Network, Inc January 2003 - January 2005
MembersFirst, Inc January 2000 - January 2003
GoLogistics, Inc July 1999 - January 2000
Browning-Ferris Industries, Inc January 1986 - January 1999
Coopers & Lybrand January 1980 - January 1986
Skills
Private Equity, Negotiation, Budgeting, Business Planning, Valuation, Strategic Planning, Due Diligence, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Business Development, Mergers, Budgets, Competitive Analysis, Leadership, P&L Management
Education
Bentley University 1976 — 1980
B.S., Accounting
Wellesley High School
Hakan Senermen Hakan Senermen's Coopers & Lybrand Experience September 1996 - August 1997
Job
Industry Automotive
Experience
General Motors October 2013 - Present
Chevrolet Turkey December 2009 - September 2013
General Motors Europe May 2009 - December 2009
General Motors Europe October 2008 - May 2009
General Motors Europe August 2007 - September 2008
General Motors Europe December 2005 - July 2007
Chevrolet Europe 2002 - 2005
GM Turkey September 2000 - October 2002
PricewaterhouseCoopers August 1997 - December 1999
Coopers & Lybrand September 1996 - August 1997
Skills
Business Planning, Business Strategy, Automotive, Pricing, Competitive Analysis, Product Development, Strategy, Strategic Planning, Management, Cross-functional Team..., Due Diligence, Finance, Financial Analysis, Forecasting, Leadership, Managerial Finance, Project Planning, Negotiation, Budgets, Market Analysis, Portfolio Management, Change Management
Education
Bilkent University 1991 — 1996
B.Sc., Industrial Engineering
Izmir Fen Lisesi
General Motors October 2013 - Present
Chevrolet Turkey December 2009 - September 2013
General Motors Europe May 2009 - December 2009
General Motors Europe October 2008 - May 2009
General Motors Europe August 2007 - September 2008
General Motors Europe December 2005 - July 2007
Chevrolet Europe 2002 - 2005
GM Turkey September 2000 - October 2002
PricewaterhouseCoopers August 1997 - December 1999
Coopers & Lybrand September 1996 - August 1997
Skills
Business Planning, Business Strategy, Automotive, Pricing, Competitive Analysis, Product Development, Strategy, Strategic Planning, Management, Cross-functional Team..., Due Diligence, Finance, Financial Analysis, Forecasting, Leadership, Managerial Finance, Project Planning, Negotiation, Budgets, Market Analysis, Portfolio Management, Change Management
Education
Bilkent University 1991 — 1996
B.Sc., Industrial Engineering
Izmir Fen Lisesi
Gloria Jung's Coopers & Lybrand Experience January 1975 - March 1977
Job Operations & Financial Executive
Industry Investment Management
Experience
Prudential Investments March 2002 - September 2010
Prudential Investments January 1999 - March 2002
Prudential Investments March 1998 - January 1999
Chase October 1996 - March 1998
Chase May 1992 - September 1996
Chase Manhatan Leasing Company April 1980 - April 1992
Chase March 1977 - March 1980
Coopers & Lybrand January 1975 - March 1977
Skills
Planning, Mergers, Process Improvement, Financial Planning, Asset Management, Budgeting, Team Building, Operations Management, Financial Analysis, Change Management, Accounting, Forecasting, Analysis, Financial Reporting, Leadership Development, Acquisition Integration, Coaching, Due Diligence, Solution Design, Asset Managment, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Management, Leadership, Business Analysis, Project Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Smith College
Certificate of Management, Management Program
Prudential Investments March 2002 - September 2010
Prudential Investments January 1999 - March 2002
Prudential Investments March 1998 - January 1999
Chase October 1996 - March 1998
Chase May 1992 - September 1996
Chase Manhatan Leasing Company April 1980 - April 1992
Chase March 1977 - March 1980
Coopers & Lybrand January 1975 - March 1977
Skills
Planning, Mergers, Process Improvement, Financial Planning, Asset Management, Budgeting, Team Building, Operations Management, Financial Analysis, Change Management, Accounting, Forecasting, Analysis, Financial Reporting, Leadership Development, Acquisition Integration, Coaching, Due Diligence, Solution Design, Asset Managment, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Management, Leadership, Business Analysis, Project Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Smith College
Certificate of Management, Management Program
Deb Finnegan, CFP®'s Coopers & Lybrand Experience 1985 - 1990
Job
Industry Financial Services
Experience
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Thomas Austin's Coopers & Lybrand Experience July 1989 - August 1995
Job EMC Corporation
Industry Computer Hardware
Experience
EMC September 2008 - Present
Arbor Networks, Inc. December 2000 - May 2008
EC Cubed, Inc. November 1999 - January 2001
BioTransplant, Inc. June 1996 - November 1999
Coopers & Lybrand July 1989 - August 1995
Education
Providence College 1985 — 1989
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
EMC September 2008 - Present
Arbor Networks, Inc. December 2000 - May 2008
EC Cubed, Inc. November 1999 - January 2001
BioTransplant, Inc. June 1996 - November 1999
Coopers & Lybrand July 1989 - August 1995
Education
Providence College 1985 — 1989
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Donna Tuths's Coopers & Lybrand Experience 1989 - 1995
Job Global Managing Director, Accenture Interactive at Accenture
Industry Marketing and Advertising
Experience
Accenture July 2010 - Present
Ogilvy & Mather June 2008 - June 2010
Ogilvy Healthworld September 2003 - June 2008
Organic 2001 - 2003
Young & Rubicam / Wunderman 1998 - 2001
Andersen Consulting 1995 - 1998
Coopers & Lybrand 1989 - 1995
Skills
Strategy, Digital Media, Integrated Marketing, Digital Strategy, Management Consulting, Management, Social Media Marketing, Program Management, Marketing Strategy, Analytics, Marketing, Business Strategy, Direct Marketing, Brand Development, Creative Strategy, Digital Marketing, CRM, Advertising, Strategic Planning
Education
Yale University - Yale School of Management 1987 — 1989
MBA
Barnard College
BA, Philosophy/Economics
Sacred Heart Academy
Sacred Heart Academy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics/European Studies
Accenture July 2010 - Present
Ogilvy & Mather June 2008 - June 2010
Ogilvy Healthworld September 2003 - June 2008
Organic 2001 - 2003
Young & Rubicam / Wunderman 1998 - 2001
Andersen Consulting 1995 - 1998
Coopers & Lybrand 1989 - 1995
Skills
Strategy, Digital Media, Integrated Marketing, Digital Strategy, Management Consulting, Management, Social Media Marketing, Program Management, Marketing Strategy, Analytics, Marketing, Business Strategy, Direct Marketing, Brand Development, Creative Strategy, Digital Marketing, CRM, Advertising, Strategic Planning
Education
Yale University - Yale School of Management 1987 — 1989
MBA
Barnard College
BA, Philosophy/Economics
Sacred Heart Academy
Sacred Heart Academy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics/European Studies
John Sboto's Coopers & Lybrand Experience 1973 - 1979
Job Principal at KSG Forensic & Investigative Services, Inc.
Industry Legal Services
Experience
KSG Forensic & Investigative Services, Inc. December 1998 - Present
Deloitte & Touche 1996 - 1998
Kroll 1992 - 1996
Freeman & Mills, Inc. 1987 - 1992
Freeeman and Mills 1987 - 1992
Pacific Enterprises/Sempra Energy 1980 - 1986
Kerr Glass Manufacurting Corporation 1979 - 1980
Coopers & Lybrand 1973 - 1979
Ernst & Ernst 1968 - 1971
Education
University of California, Los Angeles 1982 — 1986
Various Economics, Finance, Management, Business Law, and Business Writing Classes - UCLA Extension
Baruch College, City University of New York (CUNY) 1968 — 1969
Corporate Finance, International Finance, Public Finance
St. John's University, The Peter J. Tobin College of Business 1964 — 1968
BS, Accounting/Economics
KSG Forensic & Investigative Services, Inc. December 1998 - Present
Deloitte & Touche 1996 - 1998
Kroll 1992 - 1996
Freeman & Mills, Inc. 1987 - 1992
Freeeman and Mills 1987 - 1992
Pacific Enterprises/Sempra Energy 1980 - 1986
Kerr Glass Manufacurting Corporation 1979 - 1980
Coopers & Lybrand 1973 - 1979
Ernst & Ernst 1968 - 1971
Education
University of California, Los Angeles 1982 — 1986
Various Economics, Finance, Management, Business Law, and Business Writing Classes - UCLA Extension
Baruch College, City University of New York (CUNY) 1968 — 1969
Corporate Finance, International Finance, Public Finance
St. John's University, The Peter J. Tobin College of Business 1964 — 1968
BS, Accounting/Economics
Sandy Caterine's Coopers & Lybrand Experience 1982 - 1984
Job Tax Manager at Coles & Bodoin, LLP
Industry Accounting
Experience
Coles & Bodoin, LLP September 1996 - Present
Coopers & Lybrand 1982 - 1984
Skills
Tax Research, Tax Preparation, Tax, CPA, Partnership Taxation, Corporate Tax, S Corporations, GAAP, Tax Returns, Tax Accounting, US Tax, Income Tax, International Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS, Taxation
University of Vermont 1978 — 1982
Coles & Bodoin, LLP September 1996 - Present
Coopers & Lybrand 1982 - 1984
Skills
Tax Research, Tax Preparation, Tax, CPA, Partnership Taxation, Corporate Tax, S Corporations, GAAP, Tax Returns, Tax Accounting, US Tax, Income Tax, International Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS, Taxation
University of Vermont 1978 — 1982
Adam Etline's Coopers & Lybrand Experience May 1997 - September 1997
Job Technology Director at Havas Health
Industry Information Technology and Services
Experience
Havas Health September 2014 - Present
Ogilvy & Mather July 2010 - August 2014
HUGE July 2008 - June 2010
National Financial Partners November 2003 - June 2008
LBi IconNicholson September 1999 - October 2003
Approach Inc. June 1998 - August 1999
Binghamton University Computing Services September 1996 - May 1998
Coopers & Lybrand May 1997 - September 1997
Education
New York University, School of Continuing and Professional Studies 2002 — 2004
Certificate, Digital Video Production
Binghamton University 1994 — 1998
Double Bachelors Degree, Computer Science and Mathematical Sciences
Bronx High School of Science 1990 — 1994
High School Diploma
Havas Health September 2014 - Present
Ogilvy & Mather July 2010 - August 2014
HUGE July 2008 - June 2010
National Financial Partners November 2003 - June 2008
LBi IconNicholson September 1999 - October 2003
Approach Inc. June 1998 - August 1999
Binghamton University Computing Services September 1996 - May 1998
Coopers & Lybrand May 1997 - September 1997
Education
New York University, School of Continuing and Professional Studies 2002 — 2004
Certificate, Digital Video Production
Binghamton University 1994 — 1998
Double Bachelors Degree, Computer Science and Mathematical Sciences
Bronx High School of Science 1990 — 1994
High School Diploma
John Linnehan's Coopers & Lybrand Experience January 1990 - November 1991
Job Chief Financial Officer at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments May 2010 - Present
SGI Rydex May 2010 - February 2012
Coopers & Lybrand January 1990 - November 1991
Skills
Asset Management, Mergers, Strategic Planning, Business Strategy, Fundraising
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Boston College 1982 — 1986
BS, Finance and Strategic Management
Guggenheim Investments May 2010 - Present
SGI Rydex May 2010 - February 2012
Coopers & Lybrand January 1990 - November 1991
Skills
Asset Management, Mergers, Strategic Planning, Business Strategy, Fundraising
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Boston College 1982 — 1986
BS, Finance and Strategic Management
Mary Kesson's Coopers & Lybrand Experience 1985 - 1993
Job Senior Vice President at Citizens Financial Group (RBS)
Industry Banking
Experience
Citizens Financial Group, Inc. 2010 - Present
Citizens Financial Group, Inc. 2005 - 2010
Citizens Financial Group, Inc. 1998 - 2005
Citizens Bank 1996 - 1998
Citizens Bank 1993 - 1996
Coopers & Lybrand 1985 - 1993
Skills
Loan Origination, Commercial Lending, Credit Risk, Process Improvement, Banking, Commercial Banking
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accountancy
Citizens Financial Group, Inc. 2010 - Present
Citizens Financial Group, Inc. 2005 - 2010
Citizens Financial Group, Inc. 1998 - 2005
Citizens Bank 1996 - 1998
Citizens Bank 1993 - 1996
Coopers & Lybrand 1985 - 1993
Skills
Loan Origination, Commercial Lending, Credit Risk, Process Improvement, Banking, Commercial Banking
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accountancy
Ed Hickerson's Coopers & Lybrand Experience 1974 - 1982
Job Chief Financial Officer at Jewish Community of Louisville, Inc.
Industry Accounting
Experience
Jewish Community of Louisville, Inc. September 2012 - Present
Payment Alliance International June 2006 - January 2012
National Tobacco March 2003 - January 2006
Brown-Forman Corporation May 1982 - August 2002
Coopers & Lybrand 1974 - 1982
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Financial Analysis, Process Improvement, Due Diligence, Strategic Financial..., SEC filings, CPA, Sarbanes-Oxley Act, Forecasting, GAAP, Finance, Financial Accounting
Education
Bellarmine University 1982 — 1987
Bachelor of Arts (BA), Accounting
Bellarmine University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jewish Community of Louisville, Inc. September 2012 - Present
Payment Alliance International June 2006 - January 2012
National Tobacco March 2003 - January 2006
Brown-Forman Corporation May 1982 - August 2002
Coopers & Lybrand 1974 - 1982
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Financial Analysis, Process Improvement, Due Diligence, Strategic Financial..., SEC filings, CPA, Sarbanes-Oxley Act, Forecasting, GAAP, Finance, Financial Accounting
Education
Bellarmine University 1982 — 1987
Bachelor of Arts (BA), Accounting
Bellarmine University
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Libertine's Coopers & Lybrand Experience 1986 - 1991
Job Director of Taxes, Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2000 - Present
Pioneer Investments 2007 - 2010
CVS Caremark Corporation 1996 - 1999
Coopers & Lybrand 1986 - 1991
Skills
Financial Analysis, Financial Modeling, Tax, SEC filings, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MS Taxation, Tax
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MS Accounting, Accounting
Williams College 1976 — 1980
Pioneer Investments 2000 - Present
Pioneer Investments 2007 - 2010
CVS Caremark Corporation 1996 - 1999
Coopers & Lybrand 1986 - 1991
Skills
Financial Analysis, Financial Modeling, Tax, SEC filings, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MS Taxation, Tax
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MS Accounting, Accounting
Williams College 1976 — 1980
John Pifer, CPA, CGMA's Coopers & Lybrand Experience September 1988 - May 1992
Job Chief Financial Officer at Tampa Bay Steel Corporation
Industry Accounting
Experience
Tampa Bay Steel Corporation November 2012 - Present
Sypris Aerospace & Defense September 2008 - October 2012
Regal Beloit July 2005 - April 2008
Poly Hi Solidur, Inc. March 2004 - July 2005
Kruse International February 2003 - November 2003
eBay August 1999 - February 2003
Tokheim Corporation May 1992 - August 1999
Coopers & Lybrand September 1988 - May 1992
US Army December 1980 - December 1984
Skills
Financial Management, Accounting, International Accounting, Process Improvement, Manufacturing, Entertainment, Financial Systems..., Financial Reporting, Cost Accounting, SOX, Internal Controls, Strategic Planning, Financial Planning, Financial Modeling, Financial Analysis, Budgeting, Forecasting, Auditing, Mergers, Team Building, Risk Management, Change Management, Problem Solving, Excel, PowerPoint, Word
Education
Ball State University - College of Business 1985 — 1988
Bachelor of Science (B.S.), Accounting
Tampa Bay Steel Corporation November 2012 - Present
Sypris Aerospace & Defense September 2008 - October 2012
Regal Beloit July 2005 - April 2008
Poly Hi Solidur, Inc. March 2004 - July 2005
Kruse International February 2003 - November 2003
eBay August 1999 - February 2003
Tokheim Corporation May 1992 - August 1999
Coopers & Lybrand September 1988 - May 1992
US Army December 1980 - December 1984
Skills
Financial Management, Accounting, International Accounting, Process Improvement, Manufacturing, Entertainment, Financial Systems..., Financial Reporting, Cost Accounting, SOX, Internal Controls, Strategic Planning, Financial Planning, Financial Modeling, Financial Analysis, Budgeting, Forecasting, Auditing, Mergers, Team Building, Risk Management, Change Management, Problem Solving, Excel, PowerPoint, Word
Education
Ball State University - College of Business 1985 — 1988
Bachelor of Science (B.S.), Accounting
Eric Ruff's Coopers & Lybrand Experience June 1994 - June 1998
Job Vice President, Manager of Tax Compliance and Reporting at Sothebys
Industry Accounting
Experience
Sothebys July 2009 - Present
Google March 2008 - January 2009
DoubleClick June 2001 - March 2008
Arthur Andersen June 1998 - June 2001
Coopers & Lybrand June 1994 - June 1998
Skills
Tax, Accounting
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Masters, Taxation
Northeastern University 1989 — 1994
Bachelors, Business Administration - Accounting
Sothebys July 2009 - Present
Google March 2008 - January 2009
DoubleClick June 2001 - March 2008
Arthur Andersen June 1998 - June 2001
Coopers & Lybrand June 1994 - June 1998
Skills
Tax, Accounting
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Masters, Taxation
Northeastern University 1989 — 1994
Bachelors, Business Administration - Accounting
Chris Grbelja's Coopers & Lybrand Experience July 1981 - 1984
Job ConsultantMusic Royalties
Industry Entertainment
Experience
Warner Music Group June 2007 - Present
Universal Music Group 2005 - 2007
Sony Music Group 1988 - 2005
Olgivy and Mather 1985 - 1986
Coopers & Lybrand July 1981 - 1984
Education
Pace University - Lubin School of Business 1979 — 1981
BBA, public accounting
Bergen Community College
Warner Music Group June 2007 - Present
Universal Music Group 2005 - 2007
Sony Music Group 1988 - 2005
Olgivy and Mather 1985 - 1986
Coopers & Lybrand July 1981 - 1984
Education
Pace University - Lubin School of Business 1979 — 1981
BBA, public accounting
Bergen Community College
Scot Martel's Coopers & Lybrand Experience 1990 - 1993
Job Manager, Financial Planning & Analysis at MKS Instruments
Industry Accounting
Experience
MKS Instruments Senior Treasury AnalystDataware Technologies1995 - 1997
Community Day Care 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Analysis, Strategic Financial..., Banking, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SEC filings, Financial Analysis, Internal Controls, Accounting, Hyperion Enterprise
Education
Bentley University 1987 — 1990
Biddeford High School 1982 — 1986
Diploma
MKS Instruments Senior Treasury AnalystDataware Technologies1995 - 1997
Community Day Care 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Analysis, Strategic Financial..., Banking, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SEC filings, Financial Analysis, Internal Controls, Accounting, Hyperion Enterprise
Education
Bentley University 1987 — 1990
Biddeford High School 1982 — 1986
Diploma
Michele Kinsella's Coopers & Lybrand Experience August 1989 - November 1993
Job Experienced CPA/MBA
Industry Accounting
Experience
Black Turtle Services October 2015 - Present
Catawba Corporation November 2011 - June 2015
Michele Kinsella, CPA January 2006 - November 2011
Covington & Burling June 2009 - February 2010
Junior League of Northern Virginia June 2005 - May 2006
Crowell & Moring LLP April 2002 - July 2005
American Airlines January 1994 - April 2002
Coopers & Lybrand August 1989 - November 1993
Skills
Tax, QuickBooks, Payroll, Accounting, Microsoft Excel, Hyperion Enterprise, Budget, Financial Analysis, Financial Reporting, Mergers, Strategic Planning, Risk Management, Mergers & Acquisitions, Variance Analysis, Financial Statements, Finance, General Ledger, Auditing, Insurance, Internal Controls, Budgets, Accounts Receivable, CPA, Accruals, Fixed Assets, Management, Due Diligence
Education
University of North Texas 1993 — 1995
MBA, Finance
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting/Information Systems
Black Turtle Services October 2015 - Present
Catawba Corporation November 2011 - June 2015
Michele Kinsella, CPA January 2006 - November 2011
Covington & Burling June 2009 - February 2010
Junior League of Northern Virginia June 2005 - May 2006
Crowell & Moring LLP April 2002 - July 2005
American Airlines January 1994 - April 2002
Coopers & Lybrand August 1989 - November 1993
Skills
Tax, QuickBooks, Payroll, Accounting, Microsoft Excel, Hyperion Enterprise, Budget, Financial Analysis, Financial Reporting, Mergers, Strategic Planning, Risk Management, Mergers & Acquisitions, Variance Analysis, Financial Statements, Finance, General Ledger, Auditing, Insurance, Internal Controls, Budgets, Accounts Receivable, CPA, Accruals, Fixed Assets, Management, Due Diligence
Education
University of North Texas 1993 — 1995
MBA, Finance
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting/Information Systems
Carol Stelnicki's Coopers & Lybrand Experience October 1992 - May 1993
Job Experienced Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP October 2014 - Present
Third Federal March 2013 - October 2014
Cliffs Natural Resouces July 2010 - January 2013
Cliffs Natural Resources, Inc September 2008 - July 2010
KeyBank September 2004 - August 2008
KeyBank July 1998 - September 2004
KeyBank May 1995 - July 1998
Hausser & Taylor May 1993 - May 1995
Coopers & Lybrand October 1992 - May 1993
Aetna Life & Casualty Insurance Co November 1991 - October 1992
Skills
Risk Management, Auditing, Banking, Project Management, Information Technology, Information Systems, Executive Management, Consulting, Finance, Policy Analysis, Change Management, Governance, Internal Controls, Organizational..., Business Process, Strategy, Management, Leadership, Training, Internal Audit, Cross-functional Team..., Performance Management, Accounting, Strategic Planning, Business Strategy, Business Process...
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
Masters of Positive Organizational Development, Organizational Development, Organizational Change, Leadership
Baldwin-Wallace College 1986 — 1990
Bachelors, Business Administration; Accounting
Grant Thornton LLP October 2014 - Present
Third Federal March 2013 - October 2014
Cliffs Natural Resouces July 2010 - January 2013
Cliffs Natural Resources, Inc September 2008 - July 2010
KeyBank September 2004 - August 2008
KeyBank July 1998 - September 2004
KeyBank May 1995 - July 1998
Hausser & Taylor May 1993 - May 1995
Coopers & Lybrand October 1992 - May 1993
Aetna Life & Casualty Insurance Co November 1991 - October 1992
Skills
Risk Management, Auditing, Banking, Project Management, Information Technology, Information Systems, Executive Management, Consulting, Finance, Policy Analysis, Change Management, Governance, Internal Controls, Organizational..., Business Process, Strategy, Management, Leadership, Training, Internal Audit, Cross-functional Team..., Performance Management, Accounting, Strategic Planning, Business Strategy, Business Process...
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
Masters of Positive Organizational Development, Organizational Development, Organizational Change, Leadership
Baldwin-Wallace College 1986 — 1990
Bachelors, Business Administration; Accounting
Walter DiGiusto's Coopers & Lybrand Experience 1974 - 1977
Job CEO / COO / CFO in life science tools / clinical diagnostic / analytical instrumentation industry.
Industry Medical Devices
Experience
Harvard Apparatus 2008 - 2014
ESA Biosciences, Inc. 1997 - 2008
ESA Biosciences, Inc. 1992 - 1997
ESA Biosciences, Inc. 1989 - 1992
Jet Spray Corp. 1978 - 1989
Zayre Corp. 1977 - 1978
Coopers & Lybrand 1974 - 1977
Skills
Mergers, Financial Modeling, Life Sciences, Manufacturing, Team Building, Accounting, Mergers & Acquisitions, Validation, Business Development, Cross-functional Team..., Lifesciences, Sales, Strategy, Leadership, Management, ERP, FDA, Finance, Medical Devices, Budgets, Product Development, Product Management, Financial Reporting, R&D, Coaching, Product Marketing, Start-ups, Human Resources, Forecasting
Education
Bentley University 1979 — 1981
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Audit & Acoounting
Bates College 1968 — 1972
BA, Economics
Harvard Apparatus 2008 - 2014
ESA Biosciences, Inc. 1997 - 2008
ESA Biosciences, Inc. 1992 - 1997
ESA Biosciences, Inc. 1989 - 1992
Jet Spray Corp. 1978 - 1989
Zayre Corp. 1977 - 1978
Coopers & Lybrand 1974 - 1977
Skills
Mergers, Financial Modeling, Life Sciences, Manufacturing, Team Building, Accounting, Mergers & Acquisitions, Validation, Business Development, Cross-functional Team..., Lifesciences, Sales, Strategy, Leadership, Management, ERP, FDA, Finance, Medical Devices, Budgets, Product Development, Product Management, Financial Reporting, R&D, Coaching, Product Marketing, Start-ups, Human Resources, Forecasting
Education
Bentley University 1979 — 1981
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Audit & Acoounting
Bates College 1968 — 1972
BA, Economics
Andreas Chrysostomou's Coopers & Lybrand Experience October 1994 - September 1998
Job Global Life Sciences and Intergrated HealthCare Industry Leader at Duff & Phelps
Industry Pharmaceuticals
Experience
Duff & Phelps October 2005 - Present
Standard & Poor's October 2001 - September 2005
PricewaterhouseCoopers October 1998 - September 2001
Coopers & Lybrand October 1994 - September 1998
Tiernan & Company, LLC October 1992 - September 1994
Skills
Auditing, Financial Modeling, Management, Corporate Finance, Valuation, Healthcare, Leadership, Business Valuation, Mergers, Mergers & Acquisitions, US GAAP
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Corporate Finance & Investments
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Accounting & Operations Management
Duff & Phelps October 2005 - Present
Standard & Poor's October 2001 - September 2005
PricewaterhouseCoopers October 1998 - September 2001
Coopers & Lybrand October 1994 - September 1998
Tiernan & Company, LLC October 1992 - September 1994
Skills
Auditing, Financial Modeling, Management, Corporate Finance, Valuation, Healthcare, Leadership, Business Valuation, Mergers, Mergers & Acquisitions, US GAAP
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Corporate Finance & Investments
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Accounting & Operations Management
Kathy O'Donnell's Coopers & Lybrand Experience June 1982 - August 1985
Job Financial Services Consultant at KBO Consulting Services
Industry Financial Services
Experience
KBO Consulting Services November 2012 - Present
A123Systems November 2008 - November 2012
Sonus Networks September 2004 - November 2008
Manufacturers' Services Ltd. (MSL) 1999 - 2004
Stratus Computer September 1985 - March 1999
Coopers & Lybrand June 1982 - August 1985
Skills
Revenue Recognition, Forecasting, Inventory Management, Budgeting, Financial Analysis, SOX, Sales Operations, Internal Audit, Internal Controls, Management Consulting, Sarbanes-Oxley Act, Budgets, Product Management, Strategy, Cross-functional Team..., Accounting, Business Development, Product Development, Strategic Planning, New Business Development, Financial Reporting, Auditing, Finance, Business Process, Mergers & Acquisitions, Process Improvement, Manufacturing, Sales, Start-ups, Business Planning
Education
Bentley University 1979 — 1981
BA Accounting, Accounting
University of Massachusetts, Amherst 1973 — 1976
KBO Consulting Services November 2012 - Present
A123Systems November 2008 - November 2012
Sonus Networks September 2004 - November 2008
Manufacturers' Services Ltd. (MSL) 1999 - 2004
Stratus Computer September 1985 - March 1999
Coopers & Lybrand June 1982 - August 1985
Skills
Revenue Recognition, Forecasting, Inventory Management, Budgeting, Financial Analysis, SOX, Sales Operations, Internal Audit, Internal Controls, Management Consulting, Sarbanes-Oxley Act, Budgets, Product Management, Strategy, Cross-functional Team..., Accounting, Business Development, Product Development, Strategic Planning, New Business Development, Financial Reporting, Auditing, Finance, Business Process, Mergers & Acquisitions, Process Improvement, Manufacturing, Sales, Start-ups, Business Planning
Education
Bentley University 1979 — 1981
BA Accounting, Accounting
University of Massachusetts, Amherst 1973 — 1976
Monte Lightner's Coopers & Lybrand Experience 1984 - 1986
Job Partner at True North Strategic Advisors
Industry Financial Services
Experience
True North Strategic Advisors March 2003 - Present
Lincoln Financial Group 1996 - 2003
Borden, Inc. 1991 - 1993
Central Soya, Inc. 1986 - 1990
Coopers & Lybrand 1984 - 1986
Education
Indiana University Robert H. McKinney School of Law 1981 — 1984
JD
Ball State University - College of Business 1976 — 1980
BS, Accounting
True North Strategic Advisors March 2003 - Present
Lincoln Financial Group 1996 - 2003
Borden, Inc. 1991 - 1993
Central Soya, Inc. 1986 - 1990
Coopers & Lybrand 1984 - 1986
Education
Indiana University Robert H. McKinney School of Law 1981 — 1984
JD
Ball State University - College of Business 1976 — 1980
BS, Accounting
Arden Varney, CPA's Coopers & Lybrand Experience August 1986 - December 1989
Job CFO & Senior Financial Consultant at Bails & Associates, LLC
Industry Computer Software
Experience
Bails & Associates, LLC July 2011 - Present
Bealls July 2010 - July 2011
Paradigm Business Solutions January 2006 - July 2010
Paradigm Business Solutions January 1999 - December 2005
Lawson Software September 1996 - December 1998
Ground Round Restaurants January 1993 - September 1996
Fuddruckers January 1990 - December 1992
Coopers & Lybrand August 1986 - December 1989
Skills
Process Improvement, Movex, Software Implementation, Budgets, Finance, Management, Accounting, Business Process, General Ledger, Crystal Reports, Business Process..., Software Documentation, ERP, Business Intelligence, Financials, Project Management, Professional Services, Change Management, Business Analysis, Retail, Sales, HRIS, Access
Education
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Hollis Area High School 1978 — 1982
Bails & Associates, LLC July 2011 - Present
Bealls July 2010 - July 2011
Paradigm Business Solutions January 2006 - July 2010
Paradigm Business Solutions January 1999 - December 2005
Lawson Software September 1996 - December 1998
Ground Round Restaurants January 1993 - September 1996
Fuddruckers January 1990 - December 1992
Coopers & Lybrand August 1986 - December 1989
Skills
Process Improvement, Movex, Software Implementation, Budgets, Finance, Management, Accounting, Business Process, General Ledger, Crystal Reports, Business Process..., Software Documentation, ERP, Business Intelligence, Financials, Project Management, Professional Services, Change Management, Business Analysis, Retail, Sales, HRIS, Access
Education
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Hollis Area High School 1978 — 1982
Dathan Voelter's Coopers & Lybrand Experience 1995 - 1996
Job Vice President Chief Securities, Ethics and Compliance Counsel and Assistant Secretary at Freescale Semiconductor
Industry Law Practice
Experience
Freescale Semiconductor July 2014 - Present
Freescale Semiconductor July 2011 - July 2014
Freescale Semiconductor May 2008 - August 2011
Freescale Semiconductor November 2007 - May 2008
Freescale Semiconductor April 2005 - November 2007
Vinson and Elkins 2000 - 2005
Coopers & Lybrand 1995 - 1996
Skills
Securities Regulation, Cross-functional Team..., Nonprofits, Business Strategy, Securities, Finance, Program Management, Mergers & Acquisitions, Leadership, Commercial Litigation, Contract Negotiation, Corporate Governance, Tax, Mergers, Product Marketing, Business Development, Litigation, Human Resources, Executive Management, Strategic Planning, Executive Pay, Management, Appeals, Semiconductors, Policy, Employment Law, Licensing, Budgets, Intellectual Property, Process Improvement, Corporate Law, Start-ups, Patents
Education
Baylor University School of Law 1996 — 1999
JD
The University of Texas at Austin 1991 — 1995
BBA, International Business, Accounting, German
The Julius Maximilians University of Würzburg 1993 — 1994
Economics, German
Blinn College 1990 — 1991
AA
Freescale Semiconductor July 2014 - Present
Freescale Semiconductor July 2011 - July 2014
Freescale Semiconductor May 2008 - August 2011
Freescale Semiconductor November 2007 - May 2008
Freescale Semiconductor April 2005 - November 2007
Vinson and Elkins 2000 - 2005
Coopers & Lybrand 1995 - 1996
Skills
Securities Regulation, Cross-functional Team..., Nonprofits, Business Strategy, Securities, Finance, Program Management, Mergers & Acquisitions, Leadership, Commercial Litigation, Contract Negotiation, Corporate Governance, Tax, Mergers, Product Marketing, Business Development, Litigation, Human Resources, Executive Management, Strategic Planning, Executive Pay, Management, Appeals, Semiconductors, Policy, Employment Law, Licensing, Budgets, Intellectual Property, Process Improvement, Corporate Law, Start-ups, Patents
Education
Baylor University School of Law 1996 — 1999
JD
The University of Texas at Austin 1991 — 1995
BBA, International Business, Accounting, German
The Julius Maximilians University of Würzburg 1993 — 1994
Economics, German
Blinn College 1990 — 1991
AA
Elaine J. Pommells's Coopers & Lybrand Experience July 1987 - August 1990
Job Controller at Robin Hood
Industry Nonprofit Organization Management
Experience
Robin Hood January 2015 - Present
American Foundation for the Blind November 2004 - Present
Stanley M. Isaacs Neighborhood Center February 2011 - December 2014
The Educational Alliance May 2010 - February 2011
The New York Times April 1993 - July 2009
Coopers & Lybrand July 1987 - August 1990
Chemical Bank New York Corporation June 1985 - June 1987
Skills
Staff Management, Operations Management, Financial Operations, Strategic Planning, Resource Development, Budget, Forecasting, Cross-functional Team..., Non-profits, Budgets, Nonprofits, Strategy, Change Management, Finance, Management, Financial Reporting, Leadership Development, Managerial Finance, Leadership, Process Improvement, Executive Management, Business Strategy
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), General management
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Robin Hood January 2015 - Present
American Foundation for the Blind November 2004 - Present
Stanley M. Isaacs Neighborhood Center February 2011 - December 2014
The Educational Alliance May 2010 - February 2011
The New York Times April 1993 - July 2009
Coopers & Lybrand July 1987 - August 1990
Chemical Bank New York Corporation June 1985 - June 1987
Skills
Staff Management, Operations Management, Financial Operations, Strategic Planning, Resource Development, Budget, Forecasting, Cross-functional Team..., Non-profits, Budgets, Nonprofits, Strategy, Change Management, Finance, Management, Financial Reporting, Leadership Development, Managerial Finance, Leadership, Process Improvement, Executive Management, Business Strategy
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), General management
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Kris Spacone-Patrick's Coopers & Lybrand Experience 1994 - 1997
Job Director of Internal Controls at Clarks Americas
Industry Wholesale
Experience
Clarks Americas 2003 - Present
Akamai Technologies 2000 - 2002
Cabot Corporation 1997 - 2000
Coopers & Lybrand 1994 - 1997
Skills
Internal Controls, Financial Reporting, Forecasting, Accounting, Internal Audit, Risk Management, CPA, Auditing, Sarbanes-Oxley, Certified Public..., Process Documentation, Control Assessment, Audit Committee..., SAP Implementation, MBA, Risk Assessment, Enterprise Risk..., Financial Accounting, Project Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA
University of Massachusetts, Amherst 1991 — 1994
BBA, Accounting
Clarks Americas 2003 - Present
Akamai Technologies 2000 - 2002
Cabot Corporation 1997 - 2000
Coopers & Lybrand 1994 - 1997
Skills
Internal Controls, Financial Reporting, Forecasting, Accounting, Internal Audit, Risk Management, CPA, Auditing, Sarbanes-Oxley, Certified Public..., Process Documentation, Control Assessment, Audit Committee..., SAP Implementation, MBA, Risk Assessment, Enterprise Risk..., Financial Accounting, Project Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA
University of Massachusetts, Amherst 1991 — 1994
BBA, Accounting
Mary Anne Squillace, CPA, CGMA's Coopers & Lybrand Experience September 1989 - April 1993
Job Owner, Mary Anne Squillace CPA
Industry Accounting
Experience
CampusTVs, Inc March 2014 - Present
Mary Anne Squillace CPA 1993 - Present
Advent International Corporation 1993 - 2011
Coopers & Lybrand September 1989 - April 1993
North American Phillips Corp/Granada Healthcare Group September 1984 - September 1989
Skills
Financial Analysis, Internal Controls, Accounting, Auditing, PeopleSoft, General Ledger, Budgets, Accounts Payable, Management, Finance, ERP, Strategic Planning, Financial Accounting, Start-ups, Training, Financial Reporting, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MSA, Masters in Accountancy
Simmons College 1973 — 1977
BA, Special Education
CampusTVs, Inc March 2014 - Present
Mary Anne Squillace CPA 1993 - Present
Advent International Corporation 1993 - 2011
Coopers & Lybrand September 1989 - April 1993
North American Phillips Corp/Granada Healthcare Group September 1984 - September 1989
Skills
Financial Analysis, Internal Controls, Accounting, Auditing, PeopleSoft, General Ledger, Budgets, Accounts Payable, Management, Finance, ERP, Strategic Planning, Financial Accounting, Start-ups, Training, Financial Reporting, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1989
MSA, Masters in Accountancy
Simmons College 1973 — 1977
BA, Special Education
Yuka Marchisotto's Coopers & Lybrand Experience March 1991 - October 1993
Job Senior Business Consultant at SimCorp
Industry Financial Services
Experience
SimCorp USA, Inc. 2012 - Present
Freddie Mac January 2007 - November 2011
The World Bank 1997 - 2006
Tokai Bank New York 1995 - 1997
Coopers & Lybrand March 1991 - October 1993
Ernst & Young January 1990 - March 1991
Skills
Capital Markets, CPA, PMP, Derivatives, Risk Management, Financial Analysis, Market Risk, Fixed Income, Business Analysis, Accounting, Valuation, Cash Management, Financial Risk, Financial Services, Enterprise Risk..., Banking, Treasury, Treasury Management
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Accounting
Sophia University 1982 — 1984
AA, English
SimCorp USA, Inc. 2012 - Present
Freddie Mac January 2007 - November 2011
The World Bank 1997 - 2006
Tokai Bank New York 1995 - 1997
Coopers & Lybrand March 1991 - October 1993
Ernst & Young January 1990 - March 1991
Skills
Capital Markets, CPA, PMP, Derivatives, Risk Management, Financial Analysis, Market Risk, Fixed Income, Business Analysis, Accounting, Valuation, Cash Management, Financial Risk, Financial Services, Enterprise Risk..., Banking, Treasury, Treasury Management
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Accounting
Sophia University 1982 — 1984
AA, English
Laura Wiggers's Coopers & Lybrand Experience 1991 - 1995
Job AVP at AXA Equitable
Industry Insurance
Experience
AXA Equitable February 1995 - Present
Coopers & Lybrand 1991 - 1995
Skills
Insurance, Financial Analysis
Education
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
AXA Equitable February 1995 - Present
Coopers & Lybrand 1991 - 1995
Skills
Insurance, Financial Analysis
Education
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Alex Stallings's Coopers & Lybrand Experience 1989 - 1995
Job Chief Financial Officer at Blueknight Energy Partners
Industry Oil & Energy
Experience
Blueknight Energy Partners, LP 2007 - Present
SemGroup, L.P. 2002 - 2008
Staffmark, Inc. 1996 - 2002
Edgewater Technology, Inc. 1996 - 2002
Maxwell Staffing 1995 - 1996
Coopers & Lybrand 1989 - 1995
Education
Baylor University 1985 — 1989
BBA, Accounting
Norman High School 1981 — 1985
Blueknight Energy Partners, LP 2007 - Present
SemGroup, L.P. 2002 - 2008
Staffmark, Inc. 1996 - 2002
Edgewater Technology, Inc. 1996 - 2002
Maxwell Staffing 1995 - 1996
Coopers & Lybrand 1989 - 1995
Education
Baylor University 1985 — 1989
BBA, Accounting
Norman High School 1981 — 1985
Joseph Alfano's Coopers & Lybrand Experience 1993 - 1995
Job EVP, Global Controller & FP&A at McCann Worldgroup
Industry Marketing and Advertising
Experience
McCann Worldgroup January 2012 - Present
Interpublic Group September 2006 - December 2011
Bell Labs Lucent Technologies October 2000 - August 2006
Loral Space & Communications, Ltd 1999 - 2000
IPC Information Systems, Inc. 1997 - 1999
IPC Information Systems, Inc. 1995 - 1997
Coopers & Lybrand 1993 - 1995
Richard A. Eisner & Company 1989 - 1993
Skills
Financial Reporting
Education
Binghamton University - School of Management 1985 — 1989
BS Accounting
McCann Worldgroup January 2012 - Present
Interpublic Group September 2006 - December 2011
Bell Labs Lucent Technologies October 2000 - August 2006
Loral Space & Communications, Ltd 1999 - 2000
IPC Information Systems, Inc. 1997 - 1999
IPC Information Systems, Inc. 1995 - 1997
Coopers & Lybrand 1993 - 1995
Richard A. Eisner & Company 1989 - 1993
Skills
Financial Reporting
Education
Binghamton University - School of Management 1985 — 1989
BS Accounting
Kathy Turck Rose's Coopers & Lybrand Experience 1994 - 1997
Job Senior Risk Management Professional Retired
Industry Insurance
Experience
Retired November 2014 - Present
Sony Corporation of America 2009 - November 2014
Merrill Lynch 2006 - 2009
Marsh 2000 - 2005
ASARCO 1997 - 2000
Coopers & Lybrand 1994 - 1997
ITT 1980 - 1994
Skills
Risk Management, Financial Risk, Enterprise Risk..., Underwriting, Strategy, Mergers & Acquisitions, Leadership, Financial Analysis, Insurance, Due Diligence, Negotiation, Financial Services, Financial Modeling, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Retired November 2014 - Present
Sony Corporation of America 2009 - November 2014
Merrill Lynch 2006 - 2009
Marsh 2000 - 2005
ASARCO 1997 - 2000
Coopers & Lybrand 1994 - 1997
ITT 1980 - 1994
Skills
Risk Management, Financial Risk, Enterprise Risk..., Underwriting, Strategy, Mergers & Acquisitions, Leadership, Financial Analysis, Insurance, Due Diligence, Negotiation, Financial Services, Financial Modeling, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Phil Cordle's Coopers & Lybrand Experience September 1990 - April 1992
Job Director of Finance, Sector Controller at EPRI
Industry Logistics and Supply Chain
Experience
EPRI January 2013 - Present
Swisher 2015 - 2015
Swisher 2015 - 2015
Swisher 2015 - 2015
Barloworld Handling July 2008 - December 2012
ARAMARK Healthcare August 2004 - July 2008
Springs Industries May 1992 - July 2004
Coopers & Lybrand September 1990 - April 1992
Skills
Financial Analysis, Budgeting, Forecasting, Strategic Planning, Financial Reporting, Cash Flow, Accounting, Internal Controls, US GAAP, IFRS, SOX, Auditing, Microsoft Excel, Financial Modeling, Recruiting, SAP, Healthcare, Business Process..., Business Planning, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Finance, Leadership, Budgets, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1990
MA, Accounting
Berea College 1982 — 1986
Bachelor of Science, Business Administration
EPRI January 2013 - Present
Swisher 2015 - 2015
Swisher 2015 - 2015
Swisher 2015 - 2015
Barloworld Handling July 2008 - December 2012
ARAMARK Healthcare August 2004 - July 2008
Springs Industries May 1992 - July 2004
Coopers & Lybrand September 1990 - April 1992
Skills
Financial Analysis, Budgeting, Forecasting, Strategic Planning, Financial Reporting, Cash Flow, Accounting, Internal Controls, US GAAP, IFRS, SOX, Auditing, Microsoft Excel, Financial Modeling, Recruiting, SAP, Healthcare, Business Process..., Business Planning, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Finance, Leadership, Budgets, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1990
MA, Accounting
Berea College 1982 — 1986
Bachelor of Science, Business Administration
Amy Huntley's Coopers & Lybrand Experience September 1987 - October 1989
Job Owner at Huntley & Co, LLC
Industry Accounting
Experience
Huntley & Co, LLC August 2014 - Present
Bay Village City Schools 2002 - Present
Devries Huntley Trifiletti & Loy, Inc. October 1989 - August 2014
Coopers & Lybrand September 1987 - October 1989
Skills
Strategic Planning, Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Non-profits, Business Planning, Budgets, Microsoft Word, Tax, Income Tax, Business Strategy, Nonprofits, Social Media, Small Business, QuickBooks, CPA
Education
Baldwin Wallace University 1984 — 1987
BA, Business Administration
Bay High School
Bay High School
Bay High School
Huntley & Co, LLC August 2014 - Present
Bay Village City Schools 2002 - Present
Devries Huntley Trifiletti & Loy, Inc. October 1989 - August 2014
Coopers & Lybrand September 1987 - October 1989
Skills
Strategic Planning, Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Non-profits, Business Planning, Budgets, Microsoft Word, Tax, Income Tax, Business Strategy, Nonprofits, Social Media, Small Business, QuickBooks, CPA
Education
Baldwin Wallace University 1984 — 1987
BA, Business Administration
Bay High School
Bay High School
Bay High School
Donny Rottenstreich's Coopers & Lybrand Experience 1992 - 1994
Job Owner, Rottenstreich & Ettinger LLP
Industry Law Practice
Experience
Rottenstreich & Ettinger LLP June 2008 - Present
Cohen Lans LLP 2007 - 2008
Kirkland & Ellis LLP 2003 - 2005
Cravath, Swaine & Moore LLP 1998 - 2003
The Honorable William H. Hoeveler, SDFla 1997 - 1998
Coopers & Lybrand 1992 - 1994
coopers & lybrand 1992 - 1994
Skills
Corporate Law, Intellectual Property, Settlement Agreements, Commercial Litigation, Legal Writing, Securities Litigation, Legal Research, Litigation, Mediation, Civil Litigation, Legal Advice, Litigation Support, Family Law, Securities Regulation, Equitable Distribution, Courts, Class Actions, Trials, Appeals, Trial Practice
Education
New York University School of Law 1995 — 1997
JD
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accounting
Rottenstreich & Ettinger LLP June 2008 - Present
Cohen Lans LLP 2007 - 2008
Kirkland & Ellis LLP 2003 - 2005
Cravath, Swaine & Moore LLP 1998 - 2003
The Honorable William H. Hoeveler, SDFla 1997 - 1998
Coopers & Lybrand 1992 - 1994
coopers & lybrand 1992 - 1994
Skills
Corporate Law, Intellectual Property, Settlement Agreements, Commercial Litigation, Legal Writing, Securities Litigation, Legal Research, Litigation, Mediation, Civil Litigation, Legal Advice, Litigation Support, Family Law, Securities Regulation, Equitable Distribution, Courts, Class Actions, Trials, Appeals, Trial Practice
Education
New York University School of Law 1995 — 1997
JD
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accounting
Marianne Breen's Coopers & Lybrand Experience 1985 - 1995
Job Financial Consultant at AMS
Industry Accounting
Experience
Accounting Management Solutions 2012 - Present
Resources Global Professionals 2000 - 2011
Laboure College 1998 - 2000
Wheelock College 1995 - 1998
Coopers & Lybrand 1985 - 1995
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Finance, Internal Controls, Financial Reporting, US GAAP, SEC filings, GAAP, Revenue Recognition, Consolidation
Education
Bentley University 1984 — 1986
BS, Accounting
Accounting Management Solutions 2012 - Present
Resources Global Professionals 2000 - 2011
Laboure College 1998 - 2000
Wheelock College 1995 - 1998
Coopers & Lybrand 1985 - 1995
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Finance, Internal Controls, Financial Reporting, US GAAP, SEC filings, GAAP, Revenue Recognition, Consolidation
Education
Bentley University 1984 — 1986
BS, Accounting
Charles (Charlie) Rodericks Jr's Coopers & Lybrand Experience June 1974 - November 1990
Job Experienced and creative Tax Professional
Industry Accounting
Experience
Caturano and Company February 2007 - October 2008
Carlin, Charron & Rosen October 2004 - February 2007
Shapiro, Weiss & Company November 1990 - September 2004
Coopers & Lybrand June 1974 - November 1990
Education
Bentley University 1976 — 1980
MST, Taxation
Bentley University 1970 — 1974
BS, Accounting
Caturano and Company February 2007 - October 2008
Carlin, Charron & Rosen October 2004 - February 2007
Shapiro, Weiss & Company November 1990 - September 2004
Coopers & Lybrand June 1974 - November 1990
Education
Bentley University 1976 — 1980
MST, Taxation
Bentley University 1970 — 1974
BS, Accounting
Bryan Keyes's Coopers & Lybrand Experience August 1972 - November 1987
Job Chief Financial Officer at The Expo Group
Industry Executive Office
Experience
The Expo Group June 2009 - Present
Bryan F Keyes, CPA October 2008 - May 2009
Rosbottom Interests February 2008 - September 2008
Central Industrial Supply January 2001 - October 2007
3dfx Interactive, Inc. June 1998 - December 2000
STB Systems, Inc. April 1993 - June 1998
Trammell Crow Distribution Corporation January 1988 - December 1992
Coopers & Lybrand August 1972 - November 1987
Skills
Mergers, Banking Relationships, Turn Around Management, SEC filings, Private Equity, Working Capital..., Financial Reporting, Accounting, Financial Analysis, Due Diligence, Acquisition Integration, Executive Management, Managerial Finance, Strategic Financial..., Investments, Mergers & Acquisitions, Cash Flow, Financial Modeling
Education
Baylor University School of Law 1970 — 1972
Juris Doctorate, Law
Baylor University 1966 — 1970
BBA, Accounting
The Expo Group June 2009 - Present
Bryan F Keyes, CPA October 2008 - May 2009
Rosbottom Interests February 2008 - September 2008
Central Industrial Supply January 2001 - October 2007
3dfx Interactive, Inc. June 1998 - December 2000
STB Systems, Inc. April 1993 - June 1998
Trammell Crow Distribution Corporation January 1988 - December 1992
Coopers & Lybrand August 1972 - November 1987
Skills
Mergers, Banking Relationships, Turn Around Management, SEC filings, Private Equity, Working Capital..., Financial Reporting, Accounting, Financial Analysis, Due Diligence, Acquisition Integration, Executive Management, Managerial Finance, Strategic Financial..., Investments, Mergers & Acquisitions, Cash Flow, Financial Modeling
Education
Baylor University School of Law 1970 — 1972
Juris Doctorate, Law
Baylor University 1966 — 1970
BBA, Accounting
James Kipp's Coopers & Lybrand Experience 1986 - 1994
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank Vice PresidentCitizens Bank2005 - Present
Citizens Bank Financial Group 2005 - Present
Coopers & Lybrand 1986 - 1994
Skills
Commercial Banking, Loan Origination, Small Business Lending, Credit, Loans, Banking, Cross Selling, Credit Analysis, Retail Banking, Credit Risk, Commercial Lending, Consumer Lending, Mortgage Lending, Financial Risk, Financial Analysis, Cash Management, Treasury Management, Risk Management, Strategic Planning, Portfolio Management, Lines Of Credit, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Masters of Science in Finance, Finance
University of Vermont 1982 — 1986
Business Administration, Accounting
Bentley College
Citizens Bank Vice PresidentCitizens Bank2005 - Present
Citizens Bank Financial Group 2005 - Present
Coopers & Lybrand 1986 - 1994
Skills
Commercial Banking, Loan Origination, Small Business Lending, Credit, Loans, Banking, Cross Selling, Credit Analysis, Retail Banking, Credit Risk, Commercial Lending, Consumer Lending, Mortgage Lending, Financial Risk, Financial Analysis, Cash Management, Treasury Management, Risk Management, Strategic Planning, Portfolio Management, Lines Of Credit, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Masters of Science in Finance, Finance
University of Vermont 1982 — 1986
Business Administration, Accounting
Bentley College
Paul Luba's Coopers & Lybrand Experience September 1981 - September 1984
Job Finance Advisor at City of East Providence
Industry Government Administration
Experience
Cities of East Providence, RI and Woonsocket, RI September 2013 - Present
The Robert Allen Group October 1987 - May 2012
Data General September 1984 - October 1987
Coopers & Lybrand September 1981 - September 1984
Education
Bentley University 1988 — 1991
Masters of Taxation
Yale University - Yale School of Management 1979 — 1981
Masters of Public and Private Management
Cities of East Providence, RI and Woonsocket, RI September 2013 - Present
The Robert Allen Group October 1987 - May 2012
Data General September 1984 - October 1987
Coopers & Lybrand September 1981 - September 1984
Education
Bentley University 1988 — 1991
Masters of Taxation
Yale University - Yale School of Management 1979 — 1981
Masters of Public and Private Management
Jill Grode Goldfine's Coopers & Lybrand Experience July 1983 - August 1984
Job Director Product Line Admin
Industry Insurance
Experience
Markel Corporation January 2009 - Present
Markel Corporation January 1996 - December 2008
Coopers & Lybrand July 1983 - August 1984
Coopers and Lybrand 1980 - 1984
Coopers & Lybrand September 1980 - June 1983
Education
Binghamton University - School of Management 1976 — 2000
BS, Accounting
Binghamton University 1976 — 1980
BS, Accounting
Markel Corporation January 2009 - Present
Markel Corporation January 1996 - December 2008
Coopers & Lybrand July 1983 - August 1984
Coopers and Lybrand 1980 - 1984
Coopers & Lybrand September 1980 - June 1983
Education
Binghamton University - School of Management 1976 — 2000
BS, Accounting
Binghamton University 1976 — 1980
BS, Accounting
David Bates, CPA's Coopers & Lybrand Experience 1993 - 1996
Job Director of Accounting Devonshire Investors at Fidelity Investments
Industry Venture Capital & Private Equity
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2005 - 2005
Fidelity Investments 1998 - 2004
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1993 - 1996
Adia Temporary Employment Services 1990 - December 1990
First Prime Mortgage Co. May 1986 - September 1989
Skills
Private Equity, Accounting, Mutual Funds, Account Reconciliation, Financial Analysis, Partnership Accounting, Financial Statements, Legal Documents
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MSA, Accountancy
Boston College 1982 — 1986
BA, Economics
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2005 - 2005
Fidelity Investments 1998 - 2004
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1993 - 1996
Adia Temporary Employment Services 1990 - December 1990
First Prime Mortgage Co. May 1986 - September 1989
Skills
Private Equity, Accounting, Mutual Funds, Account Reconciliation, Financial Analysis, Partnership Accounting, Financial Statements, Legal Documents
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MSA, Accountancy
Boston College 1982 — 1986
BA, Economics
Jeff Cormican's Coopers & Lybrand Experience 1986 - 1990
Job Chief Financial Officer @ Webber, LLC
Industry Construction
Experience
Webber, LLC January 2013 - Present
J.B. Poindexter & Co June 2011 - January 2013
Austin Industries August 2006 - June 2011
Southwest Airlines March 1999 - August 2006
Resources Global Professionals 1997 - 1999
KPMG 1993 - 1997
Anacomp 1990 - 1993
Coopers & Lybrand 1986 - 1990
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Forecasting, Mergers & Acquisitions, Management, Finance, Internal Audit, Budgets, Financial Reporting, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, SEC filings, Due Diligence, Contract Management, Acquisition Integration, Consolidation, Analysis, Process Improvement, US GAAP, Contract Negotiation, Managerial Finance, Cost Accounting, SEC Filings
Education
Ball State University - College of Business 1982 — 1986
BS, Accounting, Computer Science
West Noble HS
Webber, LLC January 2013 - Present
J.B. Poindexter & Co June 2011 - January 2013
Austin Industries August 2006 - June 2011
Southwest Airlines March 1999 - August 2006
Resources Global Professionals 1997 - 1999
KPMG 1993 - 1997
Anacomp 1990 - 1993
Coopers & Lybrand 1986 - 1990
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Forecasting, Mergers & Acquisitions, Management, Finance, Internal Audit, Budgets, Financial Reporting, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, SEC filings, Due Diligence, Contract Management, Acquisition Integration, Consolidation, Analysis, Process Improvement, US GAAP, Contract Negotiation, Managerial Finance, Cost Accounting, SEC Filings
Education
Ball State University - College of Business 1982 — 1986
BS, Accounting, Computer Science
West Noble HS
Anne Chiang's Coopers & Lybrand Experience January 1997 - December 1997
Job CPA
Industry Information Technology and Services
Experience
High Tech June 2013 - Present
Spansion February 2006 - June 2013
Integrated Device Technology 2000 - 2006
Deloitte Consulting January 1998 - January 2000
Coopers & Lybrand January 1997 - December 1997
Coopers & Lybrand July 1992 - July 1994
Skills
SDLC, Auditing, Consulting, SAP, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA, Finance and Investment
City University of New York-Baruch College 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
High Tech June 2013 - Present
Spansion February 2006 - June 2013
Integrated Device Technology 2000 - 2006
Deloitte Consulting January 1998 - January 2000
Coopers & Lybrand January 1997 - December 1997
Coopers & Lybrand July 1992 - July 1994
Skills
SDLC, Auditing, Consulting, SAP, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA, Finance and Investment
City University of New York-Baruch College 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Ron Swanstrom's Coopers & Lybrand Experience 1987 - 1996
Job SVP, Chief Reserving Actuary at Argo Group US
Industry Insurance
Experience
Argo Group International Holdings, Ltd. September 2009 - Present
EMB America LLC April 2009 - August 2009
CNA Insurance 1997 - 2009
TIG Excess and Surplus 1996 - 1996
Coopers & Lybrand 1987 - 1996
CNA Insurance 1983 - 1987
Skills
Property & Casualty..., Insurance, SAS, Actuarial Science, Liability, Golf, Risk Management, Reinsurance, Commercial Lines, Underwriting, Casualty, General Insurance, Commercial Insurance, Professional Liability, Legal Liability, Enterprise Risk..., Claim, Financial Risk, Workers Compensation, Casualty Insurance
Education
Benedictine University 1980 — 1983
BS, Mathematics
Argo Group International Holdings, Ltd. September 2009 - Present
EMB America LLC April 2009 - August 2009
CNA Insurance 1997 - 2009
TIG Excess and Surplus 1996 - 1996
Coopers & Lybrand 1987 - 1996
CNA Insurance 1983 - 1987
Skills
Property & Casualty..., Insurance, SAS, Actuarial Science, Liability, Golf, Risk Management, Reinsurance, Commercial Lines, Underwriting, Casualty, General Insurance, Commercial Insurance, Professional Liability, Legal Liability, Enterprise Risk..., Claim, Financial Risk, Workers Compensation, Casualty Insurance
Education
Benedictine University 1980 — 1983
BS, Mathematics
Darla Thompson's Coopers & Lybrand Experience August 1987 - December 1990
Job Tax Partner at Cherry, Bekaert & Holland
Industry Accounting
Experience
Cherry, Bekaert & Holland July 2002 - Present
Cherry, Bekaert & Holland July 2002 - Present
Mckean, Paul, Chrycy, Fletcher & Co. July 2002 - January 2009
Darla M Lee, PA January 1990 - June 2002
Coopers & Lybrand August 1987 - December 1990
McClain & Company August 1985 - July 1987
Skills
Tax Compliance &..., Tax Compliance &..., Tax Compliance &...
Education
Florida International University - College of Business 1988 — 1993
MS, Taxation
Binghamton University 1981 — 1985
BS, Accounting
Florida State University - College of Business
Certificate, Financial Planning
Cherry, Bekaert & Holland July 2002 - Present
Cherry, Bekaert & Holland July 2002 - Present
Mckean, Paul, Chrycy, Fletcher & Co. July 2002 - January 2009
Darla M Lee, PA January 1990 - June 2002
Coopers & Lybrand August 1987 - December 1990
McClain & Company August 1985 - July 1987
Skills
Tax Compliance &..., Tax Compliance &..., Tax Compliance &...
Education
Florida International University - College of Business 1988 — 1993
MS, Taxation
Binghamton University 1981 — 1985
BS, Accounting
Florida State University - College of Business
Certificate, Financial Planning
Donald Lawton, CPA's Coopers & Lybrand Experience 1971 - 1974
Job Accounting Professional
Industry Accounting
Experience
Albany Engineered Composites, Inc. 2003 - 2008
Albany International Research Co. 1978 - 2005
Albany International 1974 - 1977
Coopers & Lybrand 1971 - 1974
Skills
Excel, Microsoft Excel, Internal Controls, Financial Analysis, Auditing
Education
Bentley University 1968 — 1971
BS, Accounting
Albany Engineered Composites, Inc. 2003 - 2008
Albany International Research Co. 1978 - 2005
Albany International 1974 - 1977
Coopers & Lybrand 1971 - 1974
Skills
Excel, Microsoft Excel, Internal Controls, Financial Analysis, Auditing
Education
Bentley University 1968 — 1971
BS, Accounting
Ed Manzi's Coopers & Lybrand Experience August 1985 - September 1986
Job Chairman & CEO at Fidelity Bank
Industry Banking
Experience
Fidelity Bank July 1997 - Present
Shirley Cooperative Bank December 1990 - July 1997
First Northern Bank 1988 - 1990
Advantage Bank for Savings 1986 - 1988
Coopers & Lybrand August 1985 - September 1986
Wolf & Company, P.C. June 1982 - September 1985
Skills
Banking, Commercial Lending, Loans, Finance, Risk Management, Auditing, Small Business Lending, Credit, Investments, Financial Analysis, Strategic Planning, Commercial Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Finance, High Distinction
University of Massachusetts Lowell 1977 — 1982
MS, Accounting
Fidelity Bank July 1997 - Present
Shirley Cooperative Bank December 1990 - July 1997
First Northern Bank 1988 - 1990
Advantage Bank for Savings 1986 - 1988
Coopers & Lybrand August 1985 - September 1986
Wolf & Company, P.C. June 1982 - September 1985
Skills
Banking, Commercial Lending, Loans, Finance, Risk Management, Auditing, Small Business Lending, Credit, Investments, Financial Analysis, Strategic Planning, Commercial Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Finance, High Distinction
University of Massachusetts Lowell 1977 — 1982
MS, Accounting
Maria Valerino's Coopers & Lybrand Experience January 1987 - July 1990
Job Chief Financial Officer at AnCor, Inc.
Industry Construction
Experience
AnCor, Inc. August 2006 - Present
Oberdorfer, LLC May 1991 - August 2006
Allwash of Syracuse July 1990 - February 1991
Coopers & Lybrand January 1987 - July 1990
Skills
Excel, Financial Reporting, Accounting, Financial Analysis, Budgeting, Financial Management, Cash Flow, Budgets, General Ledger, Internal Controls, Cost Accounting, Finance, Cash Management, Financial Accounting
Education
Binghamton University - School of Management 1983 — 1987
BS, Accounting
AnCor, Inc. August 2006 - Present
Oberdorfer, LLC May 1991 - August 2006
Allwash of Syracuse July 1990 - February 1991
Coopers & Lybrand January 1987 - July 1990
Skills
Excel, Financial Reporting, Accounting, Financial Analysis, Budgeting, Financial Management, Cash Flow, Budgets, General Ledger, Internal Controls, Cost Accounting, Finance, Cash Management, Financial Accounting
Education
Binghamton University - School of Management 1983 — 1987
BS, Accounting
John Rizzo's Coopers & Lybrand Experience 1991 - 1994
Job Director Valuation Controls at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
Nancy Kane Goodwin's Coopers & Lybrand Experience 1979 - 1983
Job Controller at Sherbrooke Capital
Industry Venture Capital & Private Equity
Experience
Sherbrooke Capital September 1999 - Present
Goodwin Consulting 1991 - 2005
MicroMentor, Inc. 1985 - 1991
Data Resources, Inc. 1984 - 1985
Data Resources, Inc. 1983 - 1984
Coopers & Lybrand 1979 - 1983
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MST
College of the Holy Cross 1974 — 1979
BA, Economics/Accounting
Sherbrooke Capital September 1999 - Present
Goodwin Consulting 1991 - 2005
MicroMentor, Inc. 1985 - 1991
Data Resources, Inc. 1984 - 1985
Data Resources, Inc. 1983 - 1984
Coopers & Lybrand 1979 - 1983
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MST
College of the Holy Cross 1974 — 1979
BA, Economics/Accounting
Ellen Giunta's Coopers & Lybrand Experience February 1974 - 1983
Job Director of Financial Recruiting at RSA Executive Search
Industry Staffing and Recruiting
Experience
RSA Executive Search 2011 - Present
Stifel Nicolaus February 2007 - August 2009
Ryan Beck & Co. April 2002 - February 2007
Gruntal & Co,, L.L.C. May 1992 - April 2002
The Sequor Group, Inc 1987 - 1991
Damson Oil 1982 - 1984
Coopers & Lybrand February 1974 - 1983
Education
Baruch College, City University of New York (CUNY)
MBA, Tax
Queens College
BA
RSA Executive Search 2011 - Present
Stifel Nicolaus February 2007 - August 2009
Ryan Beck & Co. April 2002 - February 2007
Gruntal & Co,, L.L.C. May 1992 - April 2002
The Sequor Group, Inc 1987 - 1991
Damson Oil 1982 - 1984
Coopers & Lybrand February 1974 - 1983
Education
Baruch College, City University of New York (CUNY)
MBA, Tax
Queens College
BA
Anthony Giglio, CPA, CGMA's Coopers & Lybrand Experience 1988 - 1990
Job V.P. & Senior Manager BNY Mellon Alternative Investment Services
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
The Bank of New York Mellon July 2009 - December 2009
Grant Thornton LLP February 1994 - June 2009
Coopers & Lybrand 1988 - 1990
Skills
Fixed Income, Fund Accounting, Fund Of Funds, Operational Risk..., Due Diligence, Operational Risk, Capital Markets, Derivatives, Sarbanes-Oxley Act, Private Equity, Investment Banking, Equities, Enterprise Risk..., Financial Reporting, Financial Analysis, Valuation, Financial Modeling, Asset Managment, Cash Management, Internal Controls, Investments, Auditing, Asset Management, Financial Statements, GAAP, Financial Accounting, Mutual Funds, Financial Audits, Governance, External Audit, CPA, Account Reconciliation, Consolidation, Assurance, Corporate Governance, Financial Services, Finance, Management, Securities, US GAAP, Alternative Investments, Hedge Funds, Accounting, Risk Management, Internal Audit, SEC Filings
Education
St. Francis College 1984 — 1988
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Baruch College
New York University
BNY Mellon July 2009 - Present
The Bank of New York Mellon July 2009 - December 2009
Grant Thornton LLP February 1994 - June 2009
Coopers & Lybrand 1988 - 1990
Skills
Fixed Income, Fund Accounting, Fund Of Funds, Operational Risk..., Due Diligence, Operational Risk, Capital Markets, Derivatives, Sarbanes-Oxley Act, Private Equity, Investment Banking, Equities, Enterprise Risk..., Financial Reporting, Financial Analysis, Valuation, Financial Modeling, Asset Managment, Cash Management, Internal Controls, Investments, Auditing, Asset Management, Financial Statements, GAAP, Financial Accounting, Mutual Funds, Financial Audits, Governance, External Audit, CPA, Account Reconciliation, Consolidation, Assurance, Corporate Governance, Financial Services, Finance, Management, Securities, US GAAP, Alternative Investments, Hedge Funds, Accounting, Risk Management, Internal Audit, SEC Filings
Education
St. Francis College 1984 — 1988
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Baruch College
New York University
Marge Van Gilder's Coopers & Lybrand Experience 1982 - 1985
Job HumanaCares, Director of Finance
Industry Hospital & Health Care
Experience
Humana July 2010 - Present
Humana Inc. December 2009 - June 2010
Humana Inc. August 2008 - December 2009
HUMANA EUROPE 2008 - 2009
Green Ribbon Health, LLC. September 2005 - August 2008
Humana Inc. October 2001 - September 2005
CardioVascular Associates of Louisville May 1998 - October 2001
Coopers & Lybrand 1982 - 1985
Skills
Accounting, Medicare, Health Insurance, Managed Care, Strategic Financial..., Insurance, Financial Modeling, Financial Analysis, Financial Reporting, Benefits Administration, Process Improvement, Sarbanes-Oxley Act, Auditing, Forecasting, Healthcare Management, Medicaid, Underwriting, Healthcare, Internal Controls, Budgets
Education
University of Louisville 1988 — 1990
Masters, Business Administration
Bellarmine University 1980 — 1982
BA, Accounting
Humana July 2010 - Present
Humana Inc. December 2009 - June 2010
Humana Inc. August 2008 - December 2009
HUMANA EUROPE 2008 - 2009
Green Ribbon Health, LLC. September 2005 - August 2008
Humana Inc. October 2001 - September 2005
CardioVascular Associates of Louisville May 1998 - October 2001
Coopers & Lybrand 1982 - 1985
Skills
Accounting, Medicare, Health Insurance, Managed Care, Strategic Financial..., Insurance, Financial Modeling, Financial Analysis, Financial Reporting, Benefits Administration, Process Improvement, Sarbanes-Oxley Act, Auditing, Forecasting, Healthcare Management, Medicaid, Underwriting, Healthcare, Internal Controls, Budgets
Education
University of Louisville 1988 — 1990
Masters, Business Administration
Bellarmine University 1980 — 1982
BA, Accounting
Cindy Zipperle's Coopers & Lybrand Experience 1984 - 1989
Job Vice President, Chief Accounting Officer and Controller at Humana Inc (HUM)
Industry Insurance
Experience
Humana Inc (HUM) January 2015 - Present
Humana Inc January 2013 - December 2014
Juvenile Diabetes Research Foundation 2007 - July 2014
Humana Inc January 1998 - January 2013
JDRF 2007 - 2011
AEGON (formerly Providian) 1992 - 1998
Coopers & Lybrand 1984 - 1989
Education
Bellarmine University 1981 — 1984
Business
Sacred Heart Academy 1977 — 1981
Humana Inc (HUM) January 2015 - Present
Humana Inc January 2013 - December 2014
Juvenile Diabetes Research Foundation 2007 - July 2014
Humana Inc January 1998 - January 2013
JDRF 2007 - 2011
AEGON (formerly Providian) 1992 - 1998
Coopers & Lybrand 1984 - 1989
Education
Bellarmine University 1981 — 1984
Business
Sacred Heart Academy 1977 — 1981
Kathy Cullen, CPA's Coopers & Lybrand Experience 1987 - 1989
Job Independent Accounting Professional
Industry Accounting
Experience
Brierley & Partners 2000 - 2002
U.S. Vision 1998 - 2000
U.S. Vision 1996 - 1997
U.S. Vision 1995 - 1995
U.S. Vision 1991 - 1994
PCN 1989 - 1991
Coopers & Lybrand 1987 - 1989
Skills
Budgets, Accounting, Analysis, Auditing, Business Strategy, Strategic Planning, Risk Management, Outlook, Process Improvement, Advertising, Start-ups, Journal Entries, Team Building, Financial Reporting, Business Process..., Business Analysis, Financial Analysis, Customer Service, Corporate Tax, Real Estate, Nonprofits, Strategic Financial..., Sales Tax, Accounts Payable, Microsoft Office, Change Management, Marketing, PowerPoint, General Ledger, Tax Returns, Income Tax, Management, Microsoft Word, Microsoft Excel, Tax Preparation, Tax, Bookkeeping
Education
Baylor University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting & IT
Brierley & Partners 2000 - 2002
U.S. Vision 1998 - 2000
U.S. Vision 1996 - 1997
U.S. Vision 1995 - 1995
U.S. Vision 1991 - 1994
PCN 1989 - 1991
Coopers & Lybrand 1987 - 1989
Skills
Budgets, Accounting, Analysis, Auditing, Business Strategy, Strategic Planning, Risk Management, Outlook, Process Improvement, Advertising, Start-ups, Journal Entries, Team Building, Financial Reporting, Business Process..., Business Analysis, Financial Analysis, Customer Service, Corporate Tax, Real Estate, Nonprofits, Strategic Financial..., Sales Tax, Accounts Payable, Microsoft Office, Change Management, Marketing, PowerPoint, General Ledger, Tax Returns, Income Tax, Management, Microsoft Word, Microsoft Excel, Tax Preparation, Tax, Bookkeeping
Education
Baylor University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting & IT
Cynthia Coddington's Coopers & Lybrand Experience 1981 - 1985
Job Managing Director at Golden Seeds
Industry Financial Services
Experience
Golden Seeds October 2013 - Present
Coddington Financial Partners October 2000 - Present
David L. Babson & Co. September 1986 - July 2000
Coopers & Lybrand 1981 - 1985
Skills
Estate Planning, Tax, High Net Worth..., Income Tax, Wealth Management, Financial Planners, Trusts, Retirement Planning, Financial Planning, Estate Tax Planning, Strategic Financial..., Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1987
MS, Taxation
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Accounting
Golden Seeds October 2013 - Present
Coddington Financial Partners October 2000 - Present
David L. Babson & Co. September 1986 - July 2000
Coopers & Lybrand 1981 - 1985
Skills
Estate Planning, Tax, High Net Worth..., Income Tax, Wealth Management, Financial Planners, Trusts, Retirement Planning, Financial Planning, Estate Tax Planning, Strategic Financial..., Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1987
MS, Taxation
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Accounting
Douglas Small's Coopers & Lybrand Experience May 1988 - August 1989
Job AntiCorruption and Fraud Investigation Expert
Industry Management Consulting
Experience
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Navigant May 2008 - December 2011
FBI May 1992 - May 2008
YieldStar Technology, LLC February 2000 - October 2001
Pennzoil May 1985 - March 1992
Coopers & Lybrand May 1988 - August 1989
Skills
Internal Investigations, Forensic Accounting, Interviewing, FCPA, Fraud Investigations, Fraud, Investigations, Anti-corruption, White Collar Criminal..., Private Investigations, Criminal Investigations, Computer Forensics, Forensic Analysis, Internal Audit, Executive Protection, Crisis Management, Certified Fraud Examiner, AML, Surveillance, Internal Controls, Criminal Law, Litigation Support, Interviews, Investigation
Education
Missouri Valley College 1978 — 2010
BS, Accounting
Ball State University 1989 — 1990
MBA, Management
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Navigant May 2008 - December 2011
FBI May 1992 - May 2008
YieldStar Technology, LLC February 2000 - October 2001
Pennzoil May 1985 - March 1992
Coopers & Lybrand May 1988 - August 1989
Skills
Internal Investigations, Forensic Accounting, Interviewing, FCPA, Fraud Investigations, Fraud, Investigations, Anti-corruption, White Collar Criminal..., Private Investigations, Criminal Investigations, Computer Forensics, Forensic Analysis, Internal Audit, Executive Protection, Crisis Management, Certified Fraud Examiner, AML, Surveillance, Internal Controls, Criminal Law, Litigation Support, Interviews, Investigation
Education
Missouri Valley College 1978 — 2010
BS, Accounting
Ball State University 1989 — 1990
MBA, Management
Lisa Barnes's Coopers & Lybrand Experience 1992 - 1994
Job Regulatory Associate Consultant at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company April 2012 - Present
Eli Lilly and Company July 2010 - April 2012
Eli Lilly March 2008 - July 2010
Eli Lilly & Company January 2004 - February 2008
Kelly Scientific Resources October 2002 - January 2004
State of Indiana September 1997 - October 2002
Center for Organizational Resources, Ball State University January 1997 - September 1997
Coopers & Lybrand 1992 - 1994
American Bankers Association 1990 - 1992
WSS Employment Services 1989 - 1990
Skills
Performance Consulting, Needs Analysis, ADDIE, Pharmaceutical Industry, Leadership Development, Learning Management, Technical Writing, Change Management, Performance Improvement, Organizational..., Training Delivery, Performance Management, Coaching, Blended Learning, Training, Process Improvement, Human Resources, Quality Assurance, Project Management
Education
Ball State University 1996 — 1997
MA, Communication
Ohio University 1994 — 1996
BS, Communication
Parkersburg South High School 1980 — 1984
Eli Lilly and Company April 2012 - Present
Eli Lilly and Company July 2010 - April 2012
Eli Lilly March 2008 - July 2010
Eli Lilly & Company January 2004 - February 2008
Kelly Scientific Resources October 2002 - January 2004
State of Indiana September 1997 - October 2002
Center for Organizational Resources, Ball State University January 1997 - September 1997
Coopers & Lybrand 1992 - 1994
American Bankers Association 1990 - 1992
WSS Employment Services 1989 - 1990
Skills
Performance Consulting, Needs Analysis, ADDIE, Pharmaceutical Industry, Leadership Development, Learning Management, Technical Writing, Change Management, Performance Improvement, Organizational..., Training Delivery, Performance Management, Coaching, Blended Learning, Training, Process Improvement, Human Resources, Quality Assurance, Project Management
Education
Ball State University 1996 — 1997
MA, Communication
Ohio University 1994 — 1996
BS, Communication
Parkersburg South High School 1980 — 1984
Marsha Long's Coopers & Lybrand Experience January 1994 - June 1998
Job Sr Technical BA Manager, JHA
Industry Information Technology and Services
Experience
Jack Henry & Associates February 2008 - Present
Software Spectrum June 1998 - December 2000
Coopers & Lybrand January 1994 - June 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Agile & Waterfall..., Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, SQL, PowerBuilder, ACH, File Processing, Access Database, Presentations, Check 21, Leadership, Training, Management, Quality Assurance, Access, Agile Methodologies, Project Management, SDLC
Education
University of North Texas 1990 — 1991
Master of Business Administration (MBA), Marketing/Marketing Management, General
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and MArketing
Jack Henry & Associates February 2008 - Present
Software Spectrum June 1998 - December 2000
Coopers & Lybrand January 1994 - June 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Agile & Waterfall..., Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, SQL, PowerBuilder, ACH, File Processing, Access Database, Presentations, Check 21, Leadership, Training, Management, Quality Assurance, Access, Agile Methodologies, Project Management, SDLC
Education
University of North Texas 1990 — 1991
Master of Business Administration (MBA), Marketing/Marketing Management, General
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Finance and MArketing
Michele Levine's Coopers & Lybrand Experience September 1989 - August 1991
Job Deputy Comptroller for Accountancy at Office of the Comptroller of The City of New York
Industry Government Administration
Experience
Office of the Comptroller of The City of New York January 2014 - Present
American Institute of Certified Public Accountants October 2012 - Present
New York City Office of Management and Budget September 1995 - December 2013
City of New York 1995 - 2012
NYSSCPA 2009 - 2011
New York City Council August 1993 - September 1995
Coopers & Lybrand September 1989 - August 1991
Skills
Government Accounting, Auditing, Financial Reporting, Forensic Accounting, CPA, Accounting, Internal Controls, GAAP, Performance Auditing, Financial Analysis, Financial Accounting, Managerial Finance, Government, Nonprofits, Analysis, Cost Accounting, Policy, Budgets, Corporate Tax, Financial Statements, Finance
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
MPA, Public Finance
State University of New York at Binghamton 1986 — 1989
BS-Management, Accounting
Office of the Comptroller of The City of New York January 2014 - Present
American Institute of Certified Public Accountants October 2012 - Present
New York City Office of Management and Budget September 1995 - December 2013
City of New York 1995 - 2012
NYSSCPA 2009 - 2011
New York City Council August 1993 - September 1995
Coopers & Lybrand September 1989 - August 1991
Skills
Government Accounting, Auditing, Financial Reporting, Forensic Accounting, CPA, Accounting, Internal Controls, GAAP, Performance Auditing, Financial Analysis, Financial Accounting, Managerial Finance, Government, Nonprofits, Analysis, Cost Accounting, Policy, Budgets, Corporate Tax, Financial Statements, Finance
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
MPA, Public Finance
State University of New York at Binghamton 1986 — 1989
BS-Management, Accounting
Dina Bank's Coopers & Lybrand Experience 1990 - 1993
Job SVP, Finance at Havas Media
Industry Marketing and Advertising
Experience
Havas Media 2002 - Present
Nabisco Group Holdings 1995 - 1999
Coach Leatherware 1994 - 1995
J.P. Morgan 1993 - 1994
Coopers & Lybrand 1990 - 1993
Skills
Financial Analysis, Forecasting, Financial Reporting, Internal Controls, General Ledger, Managerial Finance, Strategic Financial..., Accounting, Corporate Finance, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Flow, Business Planning, Management Consulting, Financial Accounting, Financial Modeling, Microsoft Office, IFRS, Analytics, Project Management, Budgets, Analysis, Revenue Recognition, Working Capital..., Auditing
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, IT, Finance and Operations Management
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Havas Media 2002 - Present
Nabisco Group Holdings 1995 - 1999
Coach Leatherware 1994 - 1995
J.P. Morgan 1993 - 1994
Coopers & Lybrand 1990 - 1993
Skills
Financial Analysis, Forecasting, Financial Reporting, Internal Controls, General Ledger, Managerial Finance, Strategic Financial..., Accounting, Corporate Finance, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Flow, Business Planning, Management Consulting, Financial Accounting, Financial Modeling, Microsoft Office, IFRS, Analytics, Project Management, Budgets, Analysis, Revenue Recognition, Working Capital..., Auditing
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, IT, Finance and Operations Management
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Craig Boice's Coopers & Lybrand Experience 1979 - 1981
Job President, Boice Dunham Group
Industry Management Consulting
Experience
Boice Dunham Group 1983 - Present
New York University 1985 - 1999
International Licensing Network 1982 - 1983
Coopers & Lybrand 1979 - 1981
Overseas Private Investment Corporation May 1978 - September 1978
Yale University 1975 - 1977
Skills
Smart Grid, Program Management, Energy Efficiency, Demand Response, Renewable Energy, Start-ups, Energy, Smart Metering, Energy Management, Strategy, Cleantech, AMI, Product Management, Product Development, Business Planning, Integration, Demand-side Management, Energy Conservation, Business Strategy, Mergers & Acquisitions, Alternative Energy, Contract Negotiation, Energy Policy, Management Consulting, Business Alliance..., Customer Experience..., International..., Technology Management, Project Planning, Energy Markets, Executive Management, Strategic Planning, Quality Management, Acquisitions, innovation, Risk Analytics, Writing, Business Development, Competition, New Product Development, Biomass, Venture Capital, Strategic Partnerships, Wind, Natural Gas, Power Systems, Commodity Markets, Photovoltaics, CRM, Market Analysis
Education
Yale University - Yale School of Management 1977 — 1979
MPPM, Finance
Yale University 1973 — 1977
MA, M.Phil., Philosophy
Beloit College 1969 — 1973
B.A. summa cum laude, Philosophy and Economics
Boice Dunham Group 1983 - Present
New York University 1985 - 1999
International Licensing Network 1982 - 1983
Coopers & Lybrand 1979 - 1981
Overseas Private Investment Corporation May 1978 - September 1978
Yale University 1975 - 1977
Skills
Smart Grid, Program Management, Energy Efficiency, Demand Response, Renewable Energy, Start-ups, Energy, Smart Metering, Energy Management, Strategy, Cleantech, AMI, Product Management, Product Development, Business Planning, Integration, Demand-side Management, Energy Conservation, Business Strategy, Mergers & Acquisitions, Alternative Energy, Contract Negotiation, Energy Policy, Management Consulting, Business Alliance..., Customer Experience..., International..., Technology Management, Project Planning, Energy Markets, Executive Management, Strategic Planning, Quality Management, Acquisitions, innovation, Risk Analytics, Writing, Business Development, Competition, New Product Development, Biomass, Venture Capital, Strategic Partnerships, Wind, Natural Gas, Power Systems, Commodity Markets, Photovoltaics, CRM, Market Analysis
Education
Yale University - Yale School of Management 1977 — 1979
MPPM, Finance
Yale University 1973 — 1977
MA, M.Phil., Philosophy
Beloit College 1969 — 1973
B.A. summa cum laude, Philosophy and Economics
cindy ide's Coopers & Lybrand Experience 1985 - 1992
Job CEO at Ide Family Inc
Industry Consumer Services
Experience
Ide Family Inc May 1995 - Present
Coopers & Lybrand 1985 - 1992
Skills
Strategic Planning, Leadership, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
MSA, ACCOUNTING
Ide Family Inc May 1995 - Present
Coopers & Lybrand 1985 - 1992
Skills
Strategic Planning, Leadership, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
MSA, ACCOUNTING
Gary Symanski's Coopers & Lybrand Experience 1993 - 1996
Job Financial Risk Consultant at Berkshire Life Insurance Company
Industry Real Estate
Experience
Berkshire Life Insurance Company May 2011 - Present
Inland Management April 2004 - May 2011
Coopers & Lybrand 1993 - 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, General Ledger, Process Improvement, Microsoft Excel, Access, Payroll, Financial Accounting, Accounts Receivable, Financial Statements, Accounts Payable, Tax, Customer Service, Managerial Finance, Strategic Planning, Negotiation, Sales
Education
Western New England University 1989 — 1993
Master of Business Administration (M.B.A.), Accounting
North Adams State College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance/Economics
Berkshire Community College 1981 — 1983
Associate of Science (A.S.), Engineering
Berkshire Life Insurance Company May 2011 - Present
Inland Management April 2004 - May 2011
Coopers & Lybrand 1993 - 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, General Ledger, Process Improvement, Microsoft Excel, Access, Payroll, Financial Accounting, Accounts Receivable, Financial Statements, Accounts Payable, Tax, Customer Service, Managerial Finance, Strategic Planning, Negotiation, Sales
Education
Western New England University 1989 — 1993
Master of Business Administration (M.B.A.), Accounting
North Adams State College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance/Economics
Berkshire Community College 1981 — 1983
Associate of Science (A.S.), Engineering
Chris Chorley's Coopers & Lybrand Experience July 1978 - September 1981
Job Experienced CEO/CFO with strong transportation and oil & gas background.
Industry Airlines/Aviation
Experience
Chorley Consulting LLC March 2010 - Present
Capital Cargo International Airlines, Inc. January 2003 - February 2010
Captial Cargo International Airlines, Inc. October 2000 - December 2002
Kitty Hawk November 1998 - September 2000
Express One October 1987 - October 1998
Hrubetz Oil Company November 1981 - October 1987
Coopers & Lybrand July 1978 - September 1981
Skills
Aviation, Commercial Aviation, Aircraft, Logistics, Airlines, Strategy, Charter, Negotiation, Aerospace, Leadership, Analysis, Management, Air Freight, Flights, Airports, Business Development
Education
Bentley University 1974 — 1978
BS Accounting, Accounting
Chorley Consulting LLC March 2010 - Present
Capital Cargo International Airlines, Inc. January 2003 - February 2010
Captial Cargo International Airlines, Inc. October 2000 - December 2002
Kitty Hawk November 1998 - September 2000
Express One October 1987 - October 1998
Hrubetz Oil Company November 1981 - October 1987
Coopers & Lybrand July 1978 - September 1981
Skills
Aviation, Commercial Aviation, Aircraft, Logistics, Airlines, Strategy, Charter, Negotiation, Aerospace, Leadership, Analysis, Management, Air Freight, Flights, Airports, Business Development
Education
Bentley University 1974 — 1978
BS Accounting, Accounting
Paul Resil's Coopers & Lybrand Experience 1992 - 1996
Job Principal, CPA, MST at Resil Financial Services, Inc.
Industry Accounting
Experience
Resil Financial Services, Inc. January 2003 - Present
Stone & Webster June 2000 - January 2003
Coopers & Lybrand 1992 - 1996
Education
Northeastern University 2001 — 2004
M.S., Taxation
Bentley University 1989 — 1992
B.S., accountancy
Resil Financial Services, Inc. January 2003 - Present
Stone & Webster June 2000 - January 2003
Coopers & Lybrand 1992 - 1996
Education
Northeastern University 2001 — 2004
M.S., Taxation
Bentley University 1989 — 1992
B.S., accountancy
Jill Casey's Coopers & Lybrand Experience January 1996 - July 1998
Job Senior Consultant at Harbridge Consulting Group
Industry Financial Services
Experience
BPAS August 2003 - Present
PricewaterhouseCoopers July 1998 - August 2003
Coopers & Lybrand January 1996 - July 1998
Skills
Pensions, Employee Benefits, Retirement, Customer Service, Defined Benefit, Cash Balance
Education
Binghamton University - School of Management 2000 — 2001
MBA
State University of New York College at Oswego 1992 — 1995
BS, Marketing
BPAS August 2003 - Present
PricewaterhouseCoopers July 1998 - August 2003
Coopers & Lybrand January 1996 - July 1998
Skills
Pensions, Employee Benefits, Retirement, Customer Service, Defined Benefit, Cash Balance
Education
Binghamton University - School of Management 2000 — 2001
MBA
State University of New York College at Oswego 1992 — 1995
BS, Marketing
Diane (Mallon) Ryding's Coopers & Lybrand Experience 1983 - 1986
Job Tax Specialist at Ryding Financial Services LLC
Industry Accounting
Experience
Ryding Financial Services LLC 2002 - Present
Avid Technology 1996 - 2002
The Henley Group, Inc. 1986 - 1996
Coopers & Lybrand 1983 - 1986
Skills
Accounting, Financial Analysis, Tax, Microsoft Excel, Financial Reporting, Internal Controls, Financial Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1989
MST
UCLA Anderson School of Management 1981 — 1983
MBA
Fitchburg State University 1976 — 1980
BS
Ryding Financial Services LLC 2002 - Present
Avid Technology 1996 - 2002
The Henley Group, Inc. 1986 - 1996
Coopers & Lybrand 1983 - 1986
Skills
Accounting, Financial Analysis, Tax, Microsoft Excel, Financial Reporting, Internal Controls, Financial Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1989
MST
UCLA Anderson School of Management 1981 — 1983
MBA
Fitchburg State University 1976 — 1980
BS
Jeanne Milano's Coopers & Lybrand Experience March 1984 - April 1992
Job Practice Administrator at KPMG LLP
Industry Accounting
Experience
KPMG LLP October 2002 - Present
KPMG US October 1996 - October 2002
State Street November 1995 - October 1996
The Shareholder Services Group April 1993 - October 1995
Blue Cross Blue Shield of Massachusetts May 1992 - April 1993
Coopers & Lybrand March 1984 - April 1992
Skills
Accounts Payable, Training, Leadership, Administrative..., Team Building, Event Management, Project Management, Proposal Writing, Accounts Receivable, QuickBooks, Management Consulting, Payroll, Invoicing, Office Management, Accounting, Bookkeeping, Spreadsheets, Outlook, Account Reconciliation, Office Administration
Education
Bentley University
Certificate, Meeting Planning
Husson University
A.B.S., Office Administration
Suffolk University
B.S., Management
KPMG LLP October 2002 - Present
KPMG US October 1996 - October 2002
State Street November 1995 - October 1996
The Shareholder Services Group April 1993 - October 1995
Blue Cross Blue Shield of Massachusetts May 1992 - April 1993
Coopers & Lybrand March 1984 - April 1992
Skills
Accounts Payable, Training, Leadership, Administrative..., Team Building, Event Management, Project Management, Proposal Writing, Accounts Receivable, QuickBooks, Management Consulting, Payroll, Invoicing, Office Management, Accounting, Bookkeeping, Spreadsheets, Outlook, Account Reconciliation, Office Administration
Education
Bentley University
Certificate, Meeting Planning
Husson University
A.B.S., Office Administration
Suffolk University
B.S., Management
David Hedley's Coopers & Lybrand Experience 1978 - 1982
Job Chief Economist for Sub Saharan Africa
Industry
Experience
Institute of International Finance 1993 - Present
Royal Bank of Scotland 1987 - 1993
E,D and F Mann 1982 - 1987
Coopers & Lybrand 1978 - 1982
Skills
Macroeconomics, Emerging Markets, Econometrics, Economic Research, Economics, Public Policy, Monetary Policy, Policy Analysis, Eviews, Financial Analysis, EViews, Research, Capital Markets, International Relations, Analysis
Education
University of Bristol
Bachelor's Degree, Economics and Politics
Cass Business School
Master of Business Administration (M.B.A.)
Birkbeck, University of London
Master's Degree, Economics
Institute of International Finance 1993 - Present
Royal Bank of Scotland 1987 - 1993
E,D and F Mann 1982 - 1987
Coopers & Lybrand 1978 - 1982
Skills
Macroeconomics, Emerging Markets, Econometrics, Economic Research, Economics, Public Policy, Monetary Policy, Policy Analysis, Eviews, Financial Analysis, EViews, Research, Capital Markets, International Relations, Analysis
Education
University of Bristol
Bachelor's Degree, Economics and Politics
Cass Business School
Master of Business Administration (M.B.A.)
Birkbeck, University of London
Master's Degree, Economics
Paul Freilich's Coopers & Lybrand Experience 1986 - 1989
Job Managing Director Global Head of Tax at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments October 2010 - Present
EisnerAmper LLP January 2008 - October 2010
Pali Capital Inc 2001 - 2007
UBS January 2000 - May 2001
UBS May 1991 - January 2000
Coopers & Lybrand 1986 - 1989
Skills
Private Equity, Tax, Mergers, Accounting, International Tax
Education
NYU School of Law 1986 — 1989
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
JD, Law
suny @ albany
PineBridge Investments October 2010 - Present
EisnerAmper LLP January 2008 - October 2010
Pali Capital Inc 2001 - 2007
UBS January 2000 - May 2001
UBS May 1991 - January 2000
Coopers & Lybrand 1986 - 1989
Skills
Private Equity, Tax, Mergers, Accounting, International Tax
Education
NYU School of Law 1986 — 1989
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
JD, Law
suny @ albany
Vicky Lynch's Coopers & Lybrand Experience July 1981 - April 1984
Job Experienced Handson CFO/Controller/Consultant
Industry Accounting
Experience
Accounting and Finance January 2004 - Present
Giga Information Group July 2001 - March 2003
Giga Information Group April 1998 - June 2001
FASTech Integration, Inc. July 1996 - April 1998
Cognex Corporation December 1994 - July 1996
Serono January 1988 - November 1994
Bank of New England, N.A. November 1986 - September 1987
GTE Shareholder Services, Inc. April 1984 - November 1986
Coopers & Lybrand July 1981 - April 1984
Skills
SEC Reporting and..., Management Reporting, Business Process..., Investor and Employee..., Mentoring and Coaching..., Project Management, Teamwork, Technical Accounting..., All Components of..., Tax and Treasury..., Purchasing, Facilities Management, Contracts, Sales and Order..., Human Resources..., International..., Technology Consulting..., Software Design,..., Pharmaceutical Industry, Banking and Financial...
Education
Bentley University
BS, Accountancy
Accounting and Finance January 2004 - Present
Giga Information Group July 2001 - March 2003
Giga Information Group April 1998 - June 2001
FASTech Integration, Inc. July 1996 - April 1998
Cognex Corporation December 1994 - July 1996
Serono January 1988 - November 1994
Bank of New England, N.A. November 1986 - September 1987
GTE Shareholder Services, Inc. April 1984 - November 1986
Coopers & Lybrand July 1981 - April 1984
Skills
SEC Reporting and..., Management Reporting, Business Process..., Investor and Employee..., Mentoring and Coaching..., Project Management, Teamwork, Technical Accounting..., All Components of..., Tax and Treasury..., Purchasing, Facilities Management, Contracts, Sales and Order..., Human Resources..., International..., Technology Consulting..., Software Design,..., Pharmaceutical Industry, Banking and Financial...
Education
Bentley University
BS, Accountancy
Ira Haber's Coopers & Lybrand Experience 1979 - 1984
Job COO at Navitas Naturals
Industry Food & Beverages
Experience
Navitas Naturals July 2013 - Present
Bubbie's of San Francisco 2012 - Present
Navitas Naturals 2012 - June 2013
Just Desserts 2006 - 2012
CrunchTime! Information Systems 2002 - 2006
CriticalArc 2001 - 2002
Alliant Foodservice 1995 - 2001
Kraft Foodservice 1991 - 1995
Coopers & Lybrand 1979 - 1984
Education
Harvard Business School 1989 — 1991
MBA
The Culinary Institute of America 1983 — 1984
Bentley University 1975 — 1979
BS, Accounting
Navitas Naturals July 2013 - Present
Bubbie's of San Francisco 2012 - Present
Navitas Naturals 2012 - June 2013
Just Desserts 2006 - 2012
CrunchTime! Information Systems 2002 - 2006
CriticalArc 2001 - 2002
Alliant Foodservice 1995 - 2001
Kraft Foodservice 1991 - 1995
Coopers & Lybrand 1979 - 1984
Education
Harvard Business School 1989 — 1991
MBA
The Culinary Institute of America 1983 — 1984
Bentley University 1975 — 1979
BS, Accounting
Tricia Benson's Coopers & Lybrand Experience 1978 - 1986
Job
Industry
Experience
State Street Bank & Trust Co. 1986 - 1990
Coopers & Lybrand 1978 - 1986
Education
Boston College 1974 — 1978
B.S., Accounting
Bentley College
M.S.T., Taxation
State Street Bank & Trust Co. 1986 - 1990
Coopers & Lybrand 1978 - 1986
Education
Boston College 1974 — 1978
B.S., Accounting
Bentley College
M.S.T., Taxation
Ellen Garrow's Coopers & Lybrand Experience September 1987 - October 1988
Job Interm/part time CFO/Controller
Industry Accounting
Experience
Garrow Financial Solutions LLC May 2003 - Present
Schneider, Schneider & Associates January 1994 - April 2006
Ellen T. Garrow CPA January 1995 - May 2003
Norwood Hospital November 1991 - May 1994
Luca & Allen P.C. November 1988 - October 1991
Coopers & Lybrand September 1987 - October 1988
Laventhal & Horwath January 1985 - August 1987
Education
Bentley College
BS in Accountancy, Accounting
Garrow Financial Solutions LLC May 2003 - Present
Schneider, Schneider & Associates January 1994 - April 2006
Ellen T. Garrow CPA January 1995 - May 2003
Norwood Hospital November 1991 - May 1994
Luca & Allen P.C. November 1988 - October 1991
Coopers & Lybrand September 1987 - October 1988
Laventhal & Horwath January 1985 - August 1987
Education
Bentley College
BS in Accountancy, Accounting
Ron Ecken's Coopers & Lybrand Experience 1982 - 1982
Job PARTNER at Ecken & Smith, PSC
Industry Accounting
Experience
Ecken & Smith, PSC October 1992 - Present
COOPERS & LYBRAND 1982 - 1982
Skills
Mergers & Acquisitions, Management Consulting, Auditing, Small Business, Financial Reporting, Business Planning, Financial Accounting, Financial Analysis, Tax, Income Tax
Education
desales 1965 — 1969
Bachelor of Science (BS), Accounting
Bellarmine University
Ecken & Smith, PSC October 1992 - Present
COOPERS & LYBRAND 1982 - 1982
Skills
Mergers & Acquisitions, Management Consulting, Auditing, Small Business, Financial Reporting, Business Planning, Financial Accounting, Financial Analysis, Tax, Income Tax
Education
desales 1965 — 1969
Bachelor of Science (BS), Accounting
Bellarmine University