Coopers & Lybrand
Coopers & Lybrand List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coopers & Lybrand. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Coopers & Lybrand Salaries. You can even request information on how much does Coopers & Lybrand pay if you want to. Learn about salaries, pros and cons of working for Coopers & Lybrand directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,719 Coopers & Lybrand employees in database. Find out everything there's to know about Coopers & Lybrand employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Coopers & Lybrand Employees
Employee
Years
Job
Industry
Randall Sorensen Randall Sorensen's Coopers & Lybrand Experience October 1985 - November 1986
Job CPA & CEO of EZ DOC Corporation
Industry Computer Software
Experience
Randall C. Sorensen, CPA November 1987 - Present
EZ DOC Corporation November 1995 - Present
Coopers & Lybrand October 1985 - November 1986
Merabank September 1983 - October 1984
Burlington Northern July 1981 - June 1983
Borowitz & Holmgren June 1979 - June 1981
Skills
Risk Management, Finance, Banking, Tax, Litigation Support, Financial Accounting, Fraud, Team Building, Tax Preparation, Marketing Strategy, Negotiation, Tax Returns, Real Estate, Valuation, Small Business, Insurance
Education
The University of North Dakota 1975 — 1979
BSBA, Accounting
Randall C. Sorensen, CPA November 1987 - Present
EZ DOC Corporation November 1995 - Present
Coopers & Lybrand October 1985 - November 1986
Merabank September 1983 - October 1984
Burlington Northern July 1981 - June 1983
Borowitz & Holmgren June 1979 - June 1981
Skills
Risk Management, Finance, Banking, Tax, Litigation Support, Financial Accounting, Fraud, Team Building, Tax Preparation, Marketing Strategy, Negotiation, Tax Returns, Real Estate, Valuation, Small Business, Insurance
Education
The University of North Dakota 1975 — 1979
BSBA, Accounting
Susan Harper, Ph.D. Susan Harper, Ph.D.'s Coopers & Lybrand Experience January 1984 - January 1988
Job Business Psychologist, Synergy Consulting LLC, ANSWER Scholarship Endowment Advisory Board
Industry Management Consulting
Experience
ANSWER Scholarship Endowment December 2014 - Present
Synergy Consulting LLC January 1995 - Present
Encore Professionals Group January 2013 - December 2014
Memorial Health January 2005 - January 2011
Armstrong Atlantic State University 2006 - 2009
CNA Insurance January 1994 - January 1995
BP January 1989 - January 1994
Edward Hospital January 1988 - January 1989
Coopers & Lybrand January 1984 - January 1988
Skills
Leadership Development, Organizational..., Diversity Strategy, Training & Development, Succession Planning, Employee Surveys, Executive Coaching, Workshop Facilitation, Employee Engagement, Employee Training, Team Management, Organizational..., MBTI Certified, Strategic Planning..., Performance Management, Talent Management, Culture Change, Customer Service, Qualitative Research, Employee Relations, Strategic Planning, Career Development, Performance Improvement, MBTI, Change Management, Human Resources, Leadership, Team Building, Strategy, Organizational..., Staff Development, Personnel Management, HR Consulting, Training, Conflict Resolution, Healthcare, Onboarding, Business Planning, Talent Acquisition, 360 Feedback, Entrepreneurship, Nonprofits, Recruiting, Interviews, Organizational Design, Policy, E-Learning, Executive Development, Management Development, Consulting
Education
The University of Chicago 1983 — 1988
Ph.D, Organizational Psychology
Tulane University
M.P.H, Hospital Administration
ANSWER Scholarship Endowment December 2014 - Present
Synergy Consulting LLC January 1995 - Present
Encore Professionals Group January 2013 - December 2014
Memorial Health January 2005 - January 2011
Armstrong Atlantic State University 2006 - 2009
CNA Insurance January 1994 - January 1995
BP January 1989 - January 1994
Edward Hospital January 1988 - January 1989
Coopers & Lybrand January 1984 - January 1988
Skills
Leadership Development, Organizational..., Diversity Strategy, Training & Development, Succession Planning, Employee Surveys, Executive Coaching, Workshop Facilitation, Employee Engagement, Employee Training, Team Management, Organizational..., MBTI Certified, Strategic Planning..., Performance Management, Talent Management, Culture Change, Customer Service, Qualitative Research, Employee Relations, Strategic Planning, Career Development, Performance Improvement, MBTI, Change Management, Human Resources, Leadership, Team Building, Strategy, Organizational..., Staff Development, Personnel Management, HR Consulting, Training, Conflict Resolution, Healthcare, Onboarding, Business Planning, Talent Acquisition, 360 Feedback, Entrepreneurship, Nonprofits, Recruiting, Interviews, Organizational Design, Policy, E-Learning, Executive Development, Management Development, Consulting
Education
The University of Chicago 1983 — 1988
Ph.D, Organizational Psychology
Tulane University
M.P.H, Hospital Administration
Elizabeth Fields Reed PMP Elizabeth Fields Reed PMP's Coopers & Lybrand Experience 1994 - 1996
Job DIRECTOR OF HR at Vertex Business Services
Industry Utilities
Experience
Vertex Business Services October 2012 - Present
Vertex Business Services April 2012 - September 2012
Vertex Business Services October 2011 - March 2012
Vertex Business Services July 2010 - September 2011
Vertex Business Services June 2008 - June 2010
Alliance Data February 2005 - August 2008
Alliance Data October 2002 - January 2005
Alliance Data December 1999 - September 2002
Electronic Data Systems January 1999 - November 1999
Coopers & Lybrand 1994 - 1996
Skills
Financial Analysis, General Ledger, Process Improvement, Forecasting, Financial Reporting, Accounting, Human Resources, Benefits Management, Benefits Administration, 401k, Project Management, Business Process Mapping, PeopleSoft, Payroll, Performance Management, Mergers, Management, Finance, Budgets, Sarbanes-Oxley Act, Recruiting, Employee Relations, Account Reconciliation, Access, Talent Management, Talent Acquisition, Personnel Management, Business Process..., Integration, Employee Benefits, Essbase, Business Process, Variance Analysis, HR Transformation, HRIS, Onboarding, Deferred Compensation, PMP, ADP Payroll, Income Statement, Succession Planning, Applicant Tracking..., Training, SaaS, HR Policies, Labor Relations, Employee Training, Analysis, Internal Audit, Leadership
Education
The University of Texas at Austin 1994 — 1998
Business, Accounting and Finance
Vertex Business Services October 2012 - Present
Vertex Business Services April 2012 - September 2012
Vertex Business Services October 2011 - March 2012
Vertex Business Services July 2010 - September 2011
Vertex Business Services June 2008 - June 2010
Alliance Data February 2005 - August 2008
Alliance Data October 2002 - January 2005
Alliance Data December 1999 - September 2002
Electronic Data Systems January 1999 - November 1999
Coopers & Lybrand 1994 - 1996
Skills
Financial Analysis, General Ledger, Process Improvement, Forecasting, Financial Reporting, Accounting, Human Resources, Benefits Management, Benefits Administration, 401k, Project Management, Business Process Mapping, PeopleSoft, Payroll, Performance Management, Mergers, Management, Finance, Budgets, Sarbanes-Oxley Act, Recruiting, Employee Relations, Account Reconciliation, Access, Talent Management, Talent Acquisition, Personnel Management, Business Process..., Integration, Employee Benefits, Essbase, Business Process, Variance Analysis, HR Transformation, HRIS, Onboarding, Deferred Compensation, PMP, ADP Payroll, Income Statement, Succession Planning, Applicant Tracking..., Training, SaaS, HR Policies, Labor Relations, Employee Training, Analysis, Internal Audit, Leadership
Education
The University of Texas at Austin 1994 — 1998
Business, Accounting and Finance
Scherazade Daruvalla King Scherazade Daruvalla King's Coopers & Lybrand Experience 1990 - 1993
Job Senior Business Strategy and Digital Media Executive
Industry Online Media
Experience
Moguldom Media Group March 2014 - March 2015
African Sovereign Wealth Fund March 2014 - March 2015
Amplifyme January 2002 - February 2014
The Power Company 2002 - 2014
Next Generation Consulting Group 2000 - 2002
Boston Medical Center 1997 - 2000
Lawson Software 1997 - 2000
University of Cape Coast 1995 - 1997
SDK Management Consulting 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Nonprofits, Leadership, Public Speaking, Non-profits, Public Relations, Fundraising, Community Outreach, Team Building, Strategy, Grant Writing, Program Management, Event Planning, Social Media, Event Management, Strategic Communications, Editing, Research, Philanthropy, Entrepreneurship, Management, Strategic Planning, Media Relations, Marketing Communications, Social Networking, Press Releases, Change Management, Media Consultation, Digital Media, Digital Marketing, Proposal Writing, Program Development, Community Development
Education
The University of Texas at Austin 1985 — 1990
BBA, Business Administration
Interaction Associates
NAMAC Youth Media Leadership Institute
The Partnership Inc.
W.K. Kellogg Foundation Civic Engagement Learning Year
Other Training
Moguldom Media Group March 2014 - March 2015
African Sovereign Wealth Fund March 2014 - March 2015
Amplifyme January 2002 - February 2014
The Power Company 2002 - 2014
Next Generation Consulting Group 2000 - 2002
Boston Medical Center 1997 - 2000
Lawson Software 1997 - 2000
University of Cape Coast 1995 - 1997
SDK Management Consulting 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Nonprofits, Leadership, Public Speaking, Non-profits, Public Relations, Fundraising, Community Outreach, Team Building, Strategy, Grant Writing, Program Management, Event Planning, Social Media, Event Management, Strategic Communications, Editing, Research, Philanthropy, Entrepreneurship, Management, Strategic Planning, Media Relations, Marketing Communications, Social Networking, Press Releases, Change Management, Media Consultation, Digital Media, Digital Marketing, Proposal Writing, Program Development, Community Development
Education
The University of Texas at Austin 1985 — 1990
BBA, Business Administration
Interaction Associates
NAMAC Youth Media Leadership Institute
The Partnership Inc.
W.K. Kellogg Foundation Civic Engagement Learning Year
Other Training
Robert Theisen CPA/PFS, CSA Robert Theisen CPA/PFS, CSA's Coopers & Lybrand Experience 1979 - 1982
Job President
Industry Financial Services
Experience
Financial Vision Group September 1986 - Present
Coopers & Lybrand 1979 - 1982
Skills
Investment analysis,..., life insurance and..., Securities, Financial Services, Investment Advisory, Financial Advisory, FINRA, Licensing, Financial Analysis, Accounting, Strategic Financial..., Financial Reporting, Strategic Planning, Investments, Budgets, Finance
Education
The University of Texas at Arlington 1975 — 1979
BBA, Accounting
Financial Vision Group September 1986 - Present
Coopers & Lybrand 1979 - 1982
Skills
Investment analysis,..., life insurance and..., Securities, Financial Services, Investment Advisory, Financial Advisory, FINRA, Licensing, Financial Analysis, Accounting, Strategic Financial..., Financial Reporting, Strategic Planning, Investments, Budgets, Finance
Education
The University of Texas at Arlington 1975 — 1979
BBA, Accounting
Edana Heller Desatnick Edana Heller Desatnick's Coopers & Lybrand Experience 1988 - 1993
Job Leadership/Talent/OD Consultant, Executive Coach and Educator
Industry Management Consulting
Experience
Edana Desatnick Consulting, LLC January 2004 - Present
Merck 2001 - 2003
Honeywell 2000 - 2001
Nabisco 1997 - 2000
Pepsi-Cola / PepsiCo 1993 - 1997
Coopers & Lybrand 1988 - 1993
Skills
Organizational..., Change Management, Coaching, Leadership, Strategic HR, Succession Planning, Training, Non-profits, Leadership Development, Executive Coaching, Organizational Design, Management Consulting, Talent Management, Organizational...
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Management, Marketing, Strategy
Tulane University 1979 — 1983
BA, Economics
Edana Desatnick Consulting, LLC January 2004 - Present
Merck 2001 - 2003
Honeywell 2000 - 2001
Nabisco 1997 - 2000
Pepsi-Cola / PepsiCo 1993 - 1997
Coopers & Lybrand 1988 - 1993
Skills
Organizational..., Change Management, Coaching, Leadership, Strategic HR, Succession Planning, Training, Non-profits, Leadership Development, Executive Coaching, Organizational Design, Management Consulting, Talent Management, Organizational...
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Management, Marketing, Strategy
Tulane University 1979 — 1983
BA, Economics
Charlie Lanman Charlie Lanman's Coopers & Lybrand Experience 1993 - 1996
Job Business Development | Operations | Finance | Process Improvement
Industry Information Technology and Services
Experience
Lanyon March 2015 - August 2015
Sabre Corporation 2012 - 2015
Sabre Corporation 2010 - 2012
Sabre Holdings 2008 - 2010
Sabre Middle East 2005 - 2008
Sabre Travel Industry Group 2003 - 2005
Sabre Inc 1999 - 2003
Sabre Inc. 1996 - 1999
Coopers & Lybrand 1993 - 1996
US Navy 1986 - 1991
Skills
International Business, Business Process..., Team Leadership, Operations Management, Cost Benefit, Sales Operations, Financial Analysis, Financial Reporting, Due Diligence, Program Management, Leadership, Product Management, Business Analysis, Strategic Planning, Management, Outsourcing, Project Planning, E-commerce, Product Marketing, Business Strategy, Cross-functional Team..., Business Development, Marketing, Competitive Analysis, Strategic Partnerships, Strategy, Cost Management, Training, Start-ups, Contract Negotiation, CRM, Account Management, Consulting, Integration, Project Management, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Management
University of Virginia 1981 — 1985
Bachelor's Degree, Economics
Lanyon March 2015 - August 2015
Sabre Corporation 2012 - 2015
Sabre Corporation 2010 - 2012
Sabre Holdings 2008 - 2010
Sabre Middle East 2005 - 2008
Sabre Travel Industry Group 2003 - 2005
Sabre Inc 1999 - 2003
Sabre Inc. 1996 - 1999
Coopers & Lybrand 1993 - 1996
US Navy 1986 - 1991
Skills
International Business, Business Process..., Team Leadership, Operations Management, Cost Benefit, Sales Operations, Financial Analysis, Financial Reporting, Due Diligence, Program Management, Leadership, Product Management, Business Analysis, Strategic Planning, Management, Outsourcing, Project Planning, E-commerce, Product Marketing, Business Strategy, Cross-functional Team..., Business Development, Marketing, Competitive Analysis, Strategic Partnerships, Strategy, Cost Management, Training, Start-ups, Contract Negotiation, CRM, Account Management, Consulting, Integration, Project Management, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Management
University of Virginia 1981 — 1985
Bachelor's Degree, Economics
Adam Lubin Adam Lubin's Coopers & Lybrand Experience June 1995 - May 1998
Job Director of Advancement at USC Viterbi School of Engineering
Industry Fund-Raising
Experience
USC Viterbi School of Engineering August 2013 - Present
Junior Achievement of Southern California August 2011 - August 2013
Junior Achievement of Southern California January 2009 - July 2011
The Jewish Federation July 2006 - December 2008
Jolt Gum 2006 - 2006
Universal Pictures May 2001 - October 2005
Paramount Pictures January 2000 - April 2001
PricewaterhouseCoopers June 1998 - May 1999
Coopers & Lybrand June 1995 - May 1998
Equis Corporation 1991 - 1993
Skills
Fundraising, Volunteer Management, Board Development, Philanthropy, Non-profits, Proposal Writing, Board Relations, Fund Raising, Annual Giving, Business Development, Nonprofits
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA, Management
University of Michigan 1987 — 1991
BA, Economics
USC Viterbi School of Engineering August 2013 - Present
Junior Achievement of Southern California August 2011 - August 2013
Junior Achievement of Southern California January 2009 - July 2011
The Jewish Federation July 2006 - December 2008
Jolt Gum 2006 - 2006
Universal Pictures May 2001 - October 2005
Paramount Pictures January 2000 - April 2001
PricewaterhouseCoopers June 1998 - May 1999
Coopers & Lybrand June 1995 - May 1998
Equis Corporation 1991 - 1993
Skills
Fundraising, Volunteer Management, Board Development, Philanthropy, Non-profits, Proposal Writing, Board Relations, Fund Raising, Annual Giving, Business Development, Nonprofits
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA, Management
University of Michigan 1987 — 1991
BA, Economics
Darryl Turner's Coopers & Lybrand Experience August 1994 - June 1995
Job I.T. Manager at Nuna Logistics
Industry Mining & Metals
Experience
The Good Samaritan Society September 2010 - Present
Nuna Logistics Limited February 2006 - Present
Liquor Stores GP Inc. 2006 - 2007
Etelligent Solutions Inc. October 2000 - April 2004
Stantec Global Technologies June 1995 - October 2000
Coopers & Lybrand August 1994 - June 1995
Knull Hales Chapelsky, C.A.s February 1991 - August 1994
Deloitte & Touche May 1989 - February 1991
Skills
Business Process, Telecom BSS, Accounting System, Microsoft Dynamics ERP, Microsoft SQL Server, Business Process..., Process Design, Accounting, Auditing, Audit Committee, Board of Director..., Income Tax, Corporate Tax, Microsoft Dynamics, Financials, IT Strategy, Integration, Software Implementation, IT Management, Professional Services, Board of Directors, Software Implementation..., ERP, Team Leadership, Change Management, Project Planning, MS Project, SharePoint, Process Improvement, Software Documentation, Business Analysis, Great Plains Software, Crystal Reports, Business Intelligence, Access, Financial Reporting, Analysis, Management, Project Management, Strategic Planning, Consulting, Contract Management
Education
The University of Lethbridge 2004 — 2005
B.Ed. with Great Distinction, CTS Business Focus
Institute of Chartered Accountants of Alberta 1989 — 1991
C.A., Accounting
University of Alberta 1986 — 1989
B.Comm. with Distinction, Accounting
Ross Sheppard
Ross Sheppard
The Good Samaritan Society September 2010 - Present
Nuna Logistics Limited February 2006 - Present
Liquor Stores GP Inc. 2006 - 2007
Etelligent Solutions Inc. October 2000 - April 2004
Stantec Global Technologies June 1995 - October 2000
Coopers & Lybrand August 1994 - June 1995
Knull Hales Chapelsky, C.A.s February 1991 - August 1994
Deloitte & Touche May 1989 - February 1991
Skills
Business Process, Telecom BSS, Accounting System, Microsoft Dynamics ERP, Microsoft SQL Server, Business Process..., Process Design, Accounting, Auditing, Audit Committee, Board of Director..., Income Tax, Corporate Tax, Microsoft Dynamics, Financials, IT Strategy, Integration, Software Implementation, IT Management, Professional Services, Board of Directors, Software Implementation..., ERP, Team Leadership, Change Management, Project Planning, MS Project, SharePoint, Process Improvement, Software Documentation, Business Analysis, Great Plains Software, Crystal Reports, Business Intelligence, Access, Financial Reporting, Analysis, Management, Project Management, Strategic Planning, Consulting, Contract Management
Education
The University of Lethbridge 2004 — 2005
B.Ed. with Great Distinction, CTS Business Focus
Institute of Chartered Accountants of Alberta 1989 — 1991
C.A., Accounting
University of Alberta 1986 — 1989
B.Comm. with Distinction, Accounting
Ross Sheppard
Ross Sheppard
Scott J. Gehsmann Scott J. Gehsmann's Coopers & Lybrand Experience September 1989 - February 1990
Job Deals Partner, Capital Markets, Private Equity Assurance Leader at PwC
Industry Accounting
Experience
PwC July 2013 - Present
PwC July 2010 - July 2012
PricewaterhouseCoopers LLP July 2008 - June 2010
PricewaterhouseCoopers LLP January 2002 - June 2008
PricewaterhouseCoopers LLP January 2000 - December 2002
PricewaterhouseCoopers AB January 1997 - December 1999
Coopers & Lybrand ANS January 1993 - December 1996
Coopers & Lybrand AB March 1990 - December 1992
Coopers & Lybrand September 1989 - February 1990
Coopers & Lybrand September 1984 - August 1989
Skills
Fluent in Swedish &..., US GAAP, Carve-out Financial..., IFRS, Financial Reporting, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Due Diligence, Financial Accounting, Carve-outs, SEC filings, Financial Analysis, Mergers & Acquisitions, Private Equity, Capital Markets, Financial Statements, Acquisition Integration, Big 4, Auditing, Finance, IPO, Management
Education
The College of William and Mary 1980 — 1984
BBA, Accounting
The University of Manchester
Masters in Business Administration (MBA)
PwC July 2013 - Present
PwC July 2010 - July 2012
PricewaterhouseCoopers LLP July 2008 - June 2010
PricewaterhouseCoopers LLP January 2002 - June 2008
PricewaterhouseCoopers LLP January 2000 - December 2002
PricewaterhouseCoopers AB January 1997 - December 1999
Coopers & Lybrand ANS January 1993 - December 1996
Coopers & Lybrand AB March 1990 - December 1992
Coopers & Lybrand September 1989 - February 1990
Coopers & Lybrand September 1984 - August 1989
Skills
Fluent in Swedish &..., US GAAP, Carve-out Financial..., IFRS, Financial Reporting, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Due Diligence, Financial Accounting, Carve-outs, SEC filings, Financial Analysis, Mergers & Acquisitions, Private Equity, Capital Markets, Financial Statements, Acquisition Integration, Big 4, Auditing, Finance, IPO, Management
Education
The College of William and Mary 1980 — 1984
BBA, Accounting
The University of Manchester
Masters in Business Administration (MBA)
Brian Flanner, CPA Brian Flanner, CPA's Coopers & Lybrand Experience 1983 - 1984
Job Retired
Industry Education Management
Experience
Home February 2014 - Present
Nevada State Public Charter School Authority September 2012 - January 2014
Washoe County School District February 2012 - June 2012
20/20 Tax Solutions October 2010 - February 2012
Duff & Phelps, LLC February 2007 - June 2010
Joseph C. Sansone Company June 2004 - August 2006
PricewaterhouseCoopers, LLC May 1998 - May 2004
Tenth Frame Products August 1996 - May 1998
Columbia 300 1986 - 1996
Coopers & Lybrand 1983 - 1984
Skills
Strategic Planning, Financial Analysis, Accounting, Tax, Budgets, Financial Modeling, Business Development, Process Improvement, Management, Business Analysis, Leadership, Strategy, Start-ups, Competitive Analysis, Data Analysis, CRM, Valuation, Sales, Consulting, Forecasting, Marketing, Finance, Account Management, Analysis, Management Consulting, Business Planning, Operations Management, Business Strategy, Financial Reporting, Managerial Finance, Corporate Finance, Business Valuation
Education
The University of Texas at Arlington 1980 — 1983
BBA, Accounting
Home February 2014 - Present
Nevada State Public Charter School Authority September 2012 - January 2014
Washoe County School District February 2012 - June 2012
20/20 Tax Solutions October 2010 - February 2012
Duff & Phelps, LLC February 2007 - June 2010
Joseph C. Sansone Company June 2004 - August 2006
PricewaterhouseCoopers, LLC May 1998 - May 2004
Tenth Frame Products August 1996 - May 1998
Columbia 300 1986 - 1996
Coopers & Lybrand 1983 - 1984
Skills
Strategic Planning, Financial Analysis, Accounting, Tax, Budgets, Financial Modeling, Business Development, Process Improvement, Management, Business Analysis, Leadership, Strategy, Start-ups, Competitive Analysis, Data Analysis, CRM, Valuation, Sales, Consulting, Forecasting, Marketing, Finance, Account Management, Analysis, Management Consulting, Business Planning, Operations Management, Business Strategy, Financial Reporting, Managerial Finance, Corporate Finance, Business Valuation
Education
The University of Texas at Arlington 1980 — 1983
BBA, Accounting
Jeff Meador Jeff Meador's Coopers & Lybrand Experience January 1983 - July 1985
Job Partner, Meador & Jones CPA's
Industry Accounting
Experience
Meador & Jones, LLP July 1985 - Present
Coopers & Lybrand January 1983 - July 1985
Ernst & Young September 1978 - December 1983
Skills
Tax, Real Estate, Tax Preparation, Estate Planning
Education
The University of Texas at Austin 1970 — 1976
Economics/Accounting Post-grad
Meador & Jones, LLP July 1985 - Present
Coopers & Lybrand January 1983 - July 1985
Ernst & Young September 1978 - December 1983
Skills
Tax, Real Estate, Tax Preparation, Estate Planning
Education
The University of Texas at Austin 1970 — 1976
Economics/Accounting Post-grad
Linda Guerette Linda Guerette's Coopers & Lybrand Experience June 1982 - March 1984
Job Corporate Controller at Elmet Technologies, Inc.
Industry Plastics
Experience
Elmet Technologies, Inc. February 2013 - Present
Jones & Vining, Inc. May 1991 - December 2012
Miller Industries November 1986 - May 1991
Robert Grieshaber, CPA April 1984 - November 1986
Coopers & Lybrand June 1982 - March 1984
Skills
Financial Reporting, Budgets, Accounting, Cash Flow, Forecasting
Education
Thomas College 1978 — 1982
BS, Accounting
Oak Hill High School 1974 — 1978
Diploma, Business
Elmet Technologies, Inc. February 2013 - Present
Jones & Vining, Inc. May 1991 - December 2012
Miller Industries November 1986 - May 1991
Robert Grieshaber, CPA April 1984 - November 1986
Coopers & Lybrand June 1982 - March 1984
Skills
Financial Reporting, Budgets, Accounting, Cash Flow, Forecasting
Education
Thomas College 1978 — 1982
BS, Accounting
Oak Hill High School 1974 — 1978
Diploma, Business
Jim G. Chen, CPA's Coopers & Lybrand Experience January 1995 - March 1995
Job Financial Advisor
Industry Investment Management
Experience
BFT Financial Group, LLC July 2014 - Present
Great Nation Insurance Group, Inc. November 2011 - November 2013
Great Nation Investment Corp November 2009 - November 2013
Bankers Life and Casualty January 2009 - March 2009
Maverick Capital February 1997 - May 2008
Coopers & Lybrand January 1995 - March 1995
IBM June 1990 - May 1992
Skills
Investments, Equities, Finance, Trading, Management, Alternative Investments, Accounting, Capital Markets, Leadership, Hedge Funds, Asset Management, Bonds, Social Security Law, Small Business..., Retirement Planning, Investment Strategies, Non-profit Volunteering, Life Insurance, Disability Insurance, Long Term Care Insurance, Comprehensive Planning, College Savings Plans, Client Relations, Corporate Tax, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1996
MPA, BBA, Accounting
BFT Financial Group, LLC July 2014 - Present
Great Nation Insurance Group, Inc. November 2011 - November 2013
Great Nation Investment Corp November 2009 - November 2013
Bankers Life and Casualty January 2009 - March 2009
Maverick Capital February 1997 - May 2008
Coopers & Lybrand January 1995 - March 1995
IBM June 1990 - May 1992
Skills
Investments, Equities, Finance, Trading, Management, Alternative Investments, Accounting, Capital Markets, Leadership, Hedge Funds, Asset Management, Bonds, Social Security Law, Small Business..., Retirement Planning, Investment Strategies, Non-profit Volunteering, Life Insurance, Disability Insurance, Long Term Care Insurance, Comprehensive Planning, College Savings Plans, Client Relations, Corporate Tax, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1996
MPA, BBA, Accounting
Curtis Colon Curtis Colon's Coopers & Lybrand Experience 1991 - 1995
Job Principal at Hermosa Capital
Industry Real Estate
Experience
Hermosa Capital August 2013 - Present
Skyline Financial Corp April 2012 - August 2013
Hermosa Capital January 2005 - April 2012
Prudential Mortgage Capital Co. 1998 - 2004
Coopers & Lybrand 1991 - 1995
Skills
Commercial Mortgages, Apartment Financing, Multi-family Financing, Industrial Property..., Real Estate, Commercial Real Estate, Partnership..., Commercial Real Estate..., Commercial Real Estate..., SBA 504, First Time Apartment..., Multi-family Investment..., Apartments, Finance, Real Estate Financing, Loans, Investments, Investors, CMBS
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance & Strategy
University of Southern California 1986 — 1990
BS, Business
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Administration / Real Estate Finance & Development
Hermosa Capital August 2013 - Present
Skyline Financial Corp April 2012 - August 2013
Hermosa Capital January 2005 - April 2012
Prudential Mortgage Capital Co. 1998 - 2004
Coopers & Lybrand 1991 - 1995
Skills
Commercial Mortgages, Apartment Financing, Multi-family Financing, Industrial Property..., Real Estate, Commercial Real Estate, Partnership..., Commercial Real Estate..., Commercial Real Estate..., SBA 504, First Time Apartment..., Multi-family Investment..., Apartments, Finance, Real Estate Financing, Loans, Investments, Investors, CMBS
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance & Strategy
University of Southern California 1986 — 1990
BS, Business
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Administration / Real Estate Finance & Development
Stephen Kallaher Stephen Kallaher's Coopers & Lybrand Experience August 1992 - August 1994
Job President at Red River Development Group, LLC
Industry Hospitality
Experience
Red River Development Group, LLC July 2013 - Present
Omni Hotels May 2012 - July 2013
Wyndham Worldwide April 2011 - May 2012
Cottonwood Lodging Group, Inc. May 2009 - April 2011
Marriott International August 1997 - April 2009
Wyndham Hotels & Resorts July 1996 - August 1997
Promus Hotels August 1994 - July 1996
Coopers & Lybrand August 1992 - August 1994
PKF Consulting May 1990 - July 1992
Skills
Real Estate Development, Contract Negotiation, Hotels, Resorts, Yield Management, Location Intelligence, Cost Control, Renovation, Budgets, Construction, Disposition, Hospitality, Operations Management, Facilities Management, Process Scheduler, Feasibility Studies, Market Analysis, Mergers & Acquisitions, Asset Management, Strategic Planning, Management, Hospitality Industry, Revenue Analysis, Hotel Management, Income Statement, Franchising, Restaurants, Food & Beverage, Hospitality Management, P&L, Dispositions
Education
The Aspen Institute 2007 — 2008
Executive Development Program, Management Executive Education
University of California, Los Angeles 1991 — 1991
Graduate Studies
The University of Memphis 1985 — 1990
BA, Marketing/Sales
Christian Brothers High School 1982 — 1985
Red River Development Group, LLC July 2013 - Present
Omni Hotels May 2012 - July 2013
Wyndham Worldwide April 2011 - May 2012
Cottonwood Lodging Group, Inc. May 2009 - April 2011
Marriott International August 1997 - April 2009
Wyndham Hotels & Resorts July 1996 - August 1997
Promus Hotels August 1994 - July 1996
Coopers & Lybrand August 1992 - August 1994
PKF Consulting May 1990 - July 1992
Skills
Real Estate Development, Contract Negotiation, Hotels, Resorts, Yield Management, Location Intelligence, Cost Control, Renovation, Budgets, Construction, Disposition, Hospitality, Operations Management, Facilities Management, Process Scheduler, Feasibility Studies, Market Analysis, Mergers & Acquisitions, Asset Management, Strategic Planning, Management, Hospitality Industry, Revenue Analysis, Hotel Management, Income Statement, Franchising, Restaurants, Food & Beverage, Hospitality Management, P&L, Dispositions
Education
The Aspen Institute 2007 — 2008
Executive Development Program, Management Executive Education
University of California, Los Angeles 1991 — 1991
Graduate Studies
The University of Memphis 1985 — 1990
BA, Marketing/Sales
Christian Brothers High School 1982 — 1985
Brian Bandy Brian Bandy's Coopers & Lybrand Experience 1988 - 1991
Job Senior Software Architect/Designer at BRIT Systems, Inc.
Industry Computer Software
Experience
BRIT Systems June 2011 - Present
BRIT Systems June 2007 - June 2011
BRIT Systems June 2003 - June 2007
BRIT Systems June 2001 - June 2003
The University of Texas at El Paso 1996 - 2001
St. John, Mersmann & Co. February 1993 - May 1994
Coopers & Lybrand 1988 - 1991
Skills
Linux, AIX, Apple OS X, Apple iOS, C/C++, Perl, Shell, Java, DB2, TSM, Computer Science, iOS, Radiology, Medical Imaging, Software Engineering, Image Processing, Testing, Cloud Computing, Software Development, C++, Healthcare Information..., Visual Studio, HL7, XML, Software Documentation, Integration, Software Design, RIS, PACS, .NET, C#, Multithreading, Programming
Education
The University of Texas at El Paso 1998 — 2001
Graduate Studies, Computer Science
The University of Texas at El Paso 1994 — 1998
BS, Computer Science
BRIT Systems June 2011 - Present
BRIT Systems June 2007 - June 2011
BRIT Systems June 2003 - June 2007
BRIT Systems June 2001 - June 2003
The University of Texas at El Paso 1996 - 2001
St. John, Mersmann & Co. February 1993 - May 1994
Coopers & Lybrand 1988 - 1991
Skills
Linux, AIX, Apple OS X, Apple iOS, C/C++, Perl, Shell, Java, DB2, TSM, Computer Science, iOS, Radiology, Medical Imaging, Software Engineering, Image Processing, Testing, Cloud Computing, Software Development, C++, Healthcare Information..., Visual Studio, HL7, XML, Software Documentation, Integration, Software Design, RIS, PACS, .NET, C#, Multithreading, Programming
Education
The University of Texas at El Paso 1998 — 2001
Graduate Studies, Computer Science
The University of Texas at El Paso 1994 — 1998
BS, Computer Science
Lynne Sieverling's Coopers & Lybrand Experience September 1969 - August 1987
Job Owner, Double Eagle Exploration, Inc.
Industry Oil & Energy
Experience
Double Eagle Exploration, Inc. August 1990 - Present
N. Lynne Sieverling, CPA October 1987 - Present
Coopers & Lybrand September 1969 - August 1987
Skills
Entrepreneurship, Business Strategy, New Business Development, Start-ups, Strategic Planning, Marketing Strategy, Construction, Project Management, Management Consulting, Negotiation, Coaching, Management, Contract Negotiation, Business Development, Change Management, Strategy, Mergers & Acquisitions
Education
University of Kansas 1955 — 1959
BS Accounting
Double Eagle Exploration, Inc. August 1990 - Present
N. Lynne Sieverling, CPA October 1987 - Present
Coopers & Lybrand September 1969 - August 1987
Skills
Entrepreneurship, Business Strategy, New Business Development, Start-ups, Strategic Planning, Marketing Strategy, Construction, Project Management, Management Consulting, Negotiation, Coaching, Management, Contract Negotiation, Business Development, Change Management, Strategy, Mergers & Acquisitions
Education
University of Kansas 1955 — 1959
BS Accounting
Steven Solomon's Coopers & Lybrand Experience May 1995 - August 1997
Job
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP May 2011 - July 2014
Self Employed September 2010 - June 2011
Kroll January 2007 - September 2010
Navigant Consulting June 2002 - January 2007
Arthur Andersen September 1998 - June 2002
Coopers & Lybrand May 1995 - August 1997
Skills
Forensic Accounting, Litigation Support, Fraud Investigations, Fraud, FCPA, Sarbanes-Oxley Act, Forensic Analysis, Risk Assessment, Accounting, Expert Witness, Internal Audit, Litigation Consulting, Corporate Governance, Investigation, Internal Investigations, Financial Audits, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
BSM
Tulane University 1994 — 1998
BSM
JJ Pearce 1991 — 1994
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP May 2011 - July 2014
Self Employed September 2010 - June 2011
Kroll January 2007 - September 2010
Navigant Consulting June 2002 - January 2007
Arthur Andersen September 1998 - June 2002
Coopers & Lybrand May 1995 - August 1997
Skills
Forensic Accounting, Litigation Support, Fraud Investigations, Fraud, FCPA, Sarbanes-Oxley Act, Forensic Analysis, Risk Assessment, Accounting, Expert Witness, Internal Audit, Litigation Consulting, Corporate Governance, Investigation, Internal Investigations, Financial Audits, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
BSM
Tulane University 1994 — 1998
BSM
JJ Pearce 1991 — 1994
Rich Hammer Rich Hammer's Coopers & Lybrand Experience April 1993 - July 1994
Job Recruiter at Accenture
Industry Management Consulting
Experience
Accenture July 2011 - October 2012
PwC June 2004 - June 2007
ATS, Inc. November 2000 - May 2004
PwC July 1998 - November 2000
Price Waterhouse August 1994 - June 1998
Coopers & Lybrand April 1993 - July 1994
Coopers & Lybrand July 1989 - March 1993
Coopers & Lybrand April 1985 - June 1989
The Great Books Foundation June 1983 - March 1985
Skills
Policy, Organizational..., Sourcing, Full-cycle Recruiting, Strategic Planning, Talent Management, Talent Acquisition, Change Management, Interviewing, Employee Relations, Performance Management
Education
University of Chicago
MAT
University of Kansas
BA, English
Accenture July 2011 - October 2012
PwC June 2004 - June 2007
ATS, Inc. November 2000 - May 2004
PwC July 1998 - November 2000
Price Waterhouse August 1994 - June 1998
Coopers & Lybrand April 1993 - July 1994
Coopers & Lybrand July 1989 - March 1993
Coopers & Lybrand April 1985 - June 1989
The Great Books Foundation June 1983 - March 1985
Skills
Policy, Organizational..., Sourcing, Full-cycle Recruiting, Strategic Planning, Talent Management, Talent Acquisition, Change Management, Interviewing, Employee Relations, Performance Management
Education
University of Chicago
MAT
University of Kansas
BA, English
Joel Goldhirsh, Principal Joel Goldhirsh, Principal's Coopers & Lybrand Experience 1977 - 1982
Job Protecting Family Wealth & Wellbeing
Industry Financial Services
Experience
Goldhirsh & Goldhirsh June 1986 - Present
Kenneth Leventhal 1984 - 1986
Texas Turnkey Operators, Inc. 1982 - 1984
Coopers & Lybrand 1977 - 1982
Skills
Photography, Golf, Insurance, Investments, Wealth Management, Tax, Retirement
Education
The University of Texas at Austin 1973 — 1977
Bachelor, Accounting
Thomas Jefferson High School, San Antonio, TX 1972 — 1974
Goldhirsh & Goldhirsh June 1986 - Present
Kenneth Leventhal 1984 - 1986
Texas Turnkey Operators, Inc. 1982 - 1984
Coopers & Lybrand 1977 - 1982
Skills
Photography, Golf, Insurance, Investments, Wealth Management, Tax, Retirement
Education
The University of Texas at Austin 1973 — 1977
Bachelor, Accounting
Thomas Jefferson High School, San Antonio, TX 1972 — 1974
Larry Jewik Larry Jewik's Coopers & Lybrand Experience October 1990 - March 1996
Job Executive Vice President, Wells Fargo Audit Services at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2011 - Present
Kaiser Permanente IT January 2009 - April 2011
Freddie Mac April 2008 - December 2008
Charles Schwab April 1997 - December 2007
American Management Systems (AMS) April 1996 - April 1997
Coopers & Lybrand October 1990 - March 1996
General Electric Consulting Services September 1989 - September 1990
Greenbrier & Russel 1987 - 1989
Electronic Data Systems 1985 - 1987
Skills
Risk Assessment, Sarbanes-Oxley, Due Diligence, Privacy Law, Business Continuity..., AML, Integration, Infrastructure..., Offshore Outsourcing, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Risk Management, CISA, Internal Audit, Self Assessment, Governance, Operational Risk..., Financial Services, Management, Leadership, Information Security, Business Process, Strategy, Auditing, Internal Controls, Accounting, Finance, Banking, Security, Information Technology, PCI DSS, Operational Risk
Education
University of Missouri-Rolla 1984 — 1985
BS, Computer Science
The University of Texas at Austin 1981 — 1984
Electrical and Electronics Engineering
Wells Fargo Bank May 2011 - Present
Kaiser Permanente IT January 2009 - April 2011
Freddie Mac April 2008 - December 2008
Charles Schwab April 1997 - December 2007
American Management Systems (AMS) April 1996 - April 1997
Coopers & Lybrand October 1990 - March 1996
General Electric Consulting Services September 1989 - September 1990
Greenbrier & Russel 1987 - 1989
Electronic Data Systems 1985 - 1987
Skills
Risk Assessment, Sarbanes-Oxley, Due Diligence, Privacy Law, Business Continuity..., AML, Integration, Infrastructure..., Offshore Outsourcing, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Risk Management, CISA, Internal Audit, Self Assessment, Governance, Operational Risk..., Financial Services, Management, Leadership, Information Security, Business Process, Strategy, Auditing, Internal Controls, Accounting, Finance, Banking, Security, Information Technology, PCI DSS, Operational Risk
Education
University of Missouri-Rolla 1984 — 1985
BS, Computer Science
The University of Texas at Austin 1981 — 1984
Electrical and Electronics Engineering
Keith Hogg's Coopers & Lybrand Experience 1993 - 1994
Job HR Director, Operations Americas at Bacardi
Industry Wine and Spirits
Experience
Bacardi July 2015 - Present
Bacardi August 2013 - June 2015
Bacardi January 2011 - August 2013
Bacardi September 2009 - December 2010
RBS January 2009 - September 2009
Royal Bank of Scotland Group 2007 - 2008
Diageo (East African Breweries) 2005 - 2007
Diageo 1998 - 2005
ctec 1994 - 1998
Coopers & Lybrand 1993 - 1994
Skills
Supplier Development, Low Cost Country..., Negotiation, Organizational Design, Matrix Management, Procurement, Sourcing, Supply Management, Strategic Sourcing, E-procurement, Supply Chain, FMCG, Outsourcing, Supply Chain Management, Stakeholder Management, Spend Analysis, Purchasing, Global Sourcing, Vendor Management, Change Management, Recruiting, People Development, Human Resources, Management, Supplier Evaluation, Project Management, Supplier Negotiation, Talent Management, Team Leadership, Supply Chain..., Cross-functional Team..., eSourcing, Indirect Purchasing, Supplier Performance, Procure-to-Pay, Purchase Management, Procurement Outsourcing, Contract Management, Supply Chain Operations, Continuous Improvement, Operations Management, Production Planning, Supply, SAP
Education
The University of Edinburgh 1989 — 1993
MA Hons
Bacardi July 2015 - Present
Bacardi August 2013 - June 2015
Bacardi January 2011 - August 2013
Bacardi September 2009 - December 2010
RBS January 2009 - September 2009
Royal Bank of Scotland Group 2007 - 2008
Diageo (East African Breweries) 2005 - 2007
Diageo 1998 - 2005
ctec 1994 - 1998
Coopers & Lybrand 1993 - 1994
Skills
Supplier Development, Low Cost Country..., Negotiation, Organizational Design, Matrix Management, Procurement, Sourcing, Supply Management, Strategic Sourcing, E-procurement, Supply Chain, FMCG, Outsourcing, Supply Chain Management, Stakeholder Management, Spend Analysis, Purchasing, Global Sourcing, Vendor Management, Change Management, Recruiting, People Development, Human Resources, Management, Supplier Evaluation, Project Management, Supplier Negotiation, Talent Management, Team Leadership, Supply Chain..., Cross-functional Team..., eSourcing, Indirect Purchasing, Supplier Performance, Procure-to-Pay, Purchase Management, Procurement Outsourcing, Contract Management, Supply Chain Operations, Continuous Improvement, Operations Management, Production Planning, Supply, SAP
Education
The University of Edinburgh 1989 — 1993
MA Hons
Jud Hobby Jud Hobby's Coopers & Lybrand Experience January 1989 - March 1990
Job at AB Risk Specialist, Inc.
Industry Insurance
Experience
AB Risk Specialist, Inc. April 2011 - Present
American E&S Insurance Brokers January 2008 - February 2011
Partners Specialty Group April 2002 - January 2008
St. Paul Companies April 1997 - April 2002
EMCOL, Ltd. March 1990 - March 1997
Coopers & Lybrand January 1989 - March 1990
Tillinghast, a Towers Perrin Company January 1986 - March 1989
The Wyatt Company January 1982 - January 1986
Skills
Insurance Policies, Brokers, Professional Liability, Property & Casualty..., Underwriting, Liability, Workers Compensation, Physicians, Health Insurance, Claim, Insurance, Medical Malpractice, Risk Management, Commercial Insurance, Excess, Reinsurance, Healthcare, Umbrella Insurance, Casualty, Long-term Care, Employee Benefits, Employment Practices..., Financial Risk, Legal Liability, D&O, Commercial Lines, Captives, Claims Management, Fiduciary, Litigation Management, General Insurance, Risk Financing, Directors & Officers..., Liability Analysis, Excess & Surplus Lines, Inland Marine, Insurance Brokerage, E&O, Product Liability, Alternative Risk, Surplus Lines, Insurance Law, Errors & Omissions, Actuarial Science, Claim Investigation, Miscellaneous..., Liabilities, Enterprise Risk..., Life Insurance, Risk Management...
Education
University of Georgia - Terry College of Business 1979 — 1981
MBA, Risk Management & Insurance
The University of Georgia 1971 — 1975
B.A., History/Education
AB Risk Specialist, Inc. April 2011 - Present
American E&S Insurance Brokers January 2008 - February 2011
Partners Specialty Group April 2002 - January 2008
St. Paul Companies April 1997 - April 2002
EMCOL, Ltd. March 1990 - March 1997
Coopers & Lybrand January 1989 - March 1990
Tillinghast, a Towers Perrin Company January 1986 - March 1989
The Wyatt Company January 1982 - January 1986
Skills
Insurance Policies, Brokers, Professional Liability, Property & Casualty..., Underwriting, Liability, Workers Compensation, Physicians, Health Insurance, Claim, Insurance, Medical Malpractice, Risk Management, Commercial Insurance, Excess, Reinsurance, Healthcare, Umbrella Insurance, Casualty, Long-term Care, Employee Benefits, Employment Practices..., Financial Risk, Legal Liability, D&O, Commercial Lines, Captives, Claims Management, Fiduciary, Litigation Management, General Insurance, Risk Financing, Directors & Officers..., Liability Analysis, Excess & Surplus Lines, Inland Marine, Insurance Brokerage, E&O, Product Liability, Alternative Risk, Surplus Lines, Insurance Law, Errors & Omissions, Actuarial Science, Claim Investigation, Miscellaneous..., Liabilities, Enterprise Risk..., Life Insurance, Risk Management...
Education
University of Georgia - Terry College of Business 1979 — 1981
MBA, Risk Management & Insurance
The University of Georgia 1971 — 1975
B.A., History/Education
Chris Cummings Chris Cummings's Coopers & Lybrand Experience 1991 - 1993
Job Ecommerce Technology Executive and Consultant
Industry Internet
Experience
Fearless Technology Group, Inc. February 2013 - Present
eBags March 2009 - January 2013
The Parent Company/eToys Direct May 2004 - February 2009
KBtoys.com June 2001 - May 2004
KBKids.com April 2000 - June 2001
KBkids.com January 2000 - April 2000
KBkids.com October 1999 - January 2000
KBkids.com July 1999 - October 1999
Vistyx Corporation July 1993 - May 1999
Coopers & Lybrand 1991 - 1993
Skills
Leadership, E-commerce, Agile Methodologies, Web Analytics, Start-ups, Management, Product Management, SEO, Technology, Analytics, Business Intelligence, Integration, Software Development, Online Marketing, Strategic Planning, Web Applications, Scrum, Retail Technology, Business Analysis, Information Technology, Web Development, Strategic Partnerships, Oracle, XML, Databases, Software Project..., Program Management, ERP, Business Development, SaaS, Product Development, Testing
Education
The University of Texas at Austin 1989 — 1991
BA, Management Information Systems, 3.92
Fearless Technology Group, Inc. February 2013 - Present
eBags March 2009 - January 2013
The Parent Company/eToys Direct May 2004 - February 2009
KBtoys.com June 2001 - May 2004
KBKids.com April 2000 - June 2001
KBkids.com January 2000 - April 2000
KBkids.com October 1999 - January 2000
KBkids.com July 1999 - October 1999
Vistyx Corporation July 1993 - May 1999
Coopers & Lybrand 1991 - 1993
Skills
Leadership, E-commerce, Agile Methodologies, Web Analytics, Start-ups, Management, Product Management, SEO, Technology, Analytics, Business Intelligence, Integration, Software Development, Online Marketing, Strategic Planning, Web Applications, Scrum, Retail Technology, Business Analysis, Information Technology, Web Development, Strategic Partnerships, Oracle, XML, Databases, Software Project..., Program Management, ERP, Business Development, SaaS, Product Development, Testing
Education
The University of Texas at Austin 1989 — 1991
BA, Management Information Systems, 3.92
Louis Perugini's Coopers & Lybrand Experience December 1995 - December 1996
Job Vice President of Finance Pricing/Commercial Management at Atos
Industry Information Technology and Services
Experience
Atos September 2014 - Present
Atos June 2012 - September 2014
Atos September 2008 - June 2012
EquaTerra February 2008 - August 2008
Information Services Group November 2004 - January 2008
IBM February 1997 - November 2004
Coopers & Lybrand December 1995 - December 1996
Arthur Andersen & Co. July 1993 - December 1995
Skills
Outsourcing, Managerial Finance, Business Case, Project Management, Finance, RFP, Sarbanes-Oxley, GAAP, SEC filings, Financial Analysis, Business Process..., Process Improvement, Financial Modeling, Executive Management, IT Outsourcing, Risk Management, Management, Financial Reporting, CRM, Leadership, Internal Controls, Budgets, Forecasting, Auditing, Accounting, Internal Audit, Project Planning, Contract Management, Pricing, Management Consulting, Negotiation, Due Diligence, ERP, Business Analysis, Mergers & Acquisitions, Strategy, Acquisition Integration
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
The University of Connecticut
BS, Biology
Naugatuck Valley Community College
certificate program, Paramedic
Holy Cross High School
Atos September 2014 - Present
Atos June 2012 - September 2014
Atos September 2008 - June 2012
EquaTerra February 2008 - August 2008
Information Services Group November 2004 - January 2008
IBM February 1997 - November 2004
Coopers & Lybrand December 1995 - December 1996
Arthur Andersen & Co. July 1993 - December 1995
Skills
Outsourcing, Managerial Finance, Business Case, Project Management, Finance, RFP, Sarbanes-Oxley, GAAP, SEC filings, Financial Analysis, Business Process..., Process Improvement, Financial Modeling, Executive Management, IT Outsourcing, Risk Management, Management, Financial Reporting, CRM, Leadership, Internal Controls, Budgets, Forecasting, Auditing, Accounting, Internal Audit, Project Planning, Contract Management, Pricing, Management Consulting, Negotiation, Due Diligence, ERP, Business Analysis, Mergers & Acquisitions, Strategy, Acquisition Integration
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
The University of Connecticut
BS, Biology
Naugatuck Valley Community College
certificate program, Paramedic
Holy Cross High School
David L. Query David L. Query's Coopers & Lybrand Experience 1989 - 1991
Job Houston MDM Constellation Brands Beer Division
Industry Food & Beverages
Experience
Constellation Brands April 2015 - Present
Coco Beverage, Inc. January 1998 - March 2015
Anheuser-Busch 1996 - 1997
Anheuser-Busch 1994 - 1996
Anheuser-Busch 1993 - 1994
Anheuser-Busch 1992 - 1993
Anheuser-Busch 1991 - 1992
Coopers & Lybrand 1989 - 1991
Skills
Marketing Strategy, Sales, Pricing, Business Development, P&L, P&L Management, Team Leadership &..., Management, Profit, Budgets, Coaching, Customer Satisfaction, Retail, Sales & Marketing..., Executive Leadership, Business Planning &..., Wholesale Operations, Organizational..., Warehousing &..., Retail Execution, Market Development, Sales District..., Human Resources, Product Launches, Employee Training &..., Relationship Building, Customer Service, Leadership, Marketing, Strategy, Pricing Strategy, Finance
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (B.B.A.), Accounting with a Concentration in Economics
Constellation Brands April 2015 - Present
Coco Beverage, Inc. January 1998 - March 2015
Anheuser-Busch 1996 - 1997
Anheuser-Busch 1994 - 1996
Anheuser-Busch 1993 - 1994
Anheuser-Busch 1992 - 1993
Anheuser-Busch 1991 - 1992
Coopers & Lybrand 1989 - 1991
Skills
Marketing Strategy, Sales, Pricing, Business Development, P&L, P&L Management, Team Leadership &..., Management, Profit, Budgets, Coaching, Customer Satisfaction, Retail, Sales & Marketing..., Executive Leadership, Business Planning &..., Wholesale Operations, Organizational..., Warehousing &..., Retail Execution, Market Development, Sales District..., Human Resources, Product Launches, Employee Training &..., Relationship Building, Customer Service, Leadership, Marketing, Strategy, Pricing Strategy, Finance
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (B.B.A.), Accounting with a Concentration in Economics
Monica Mizell Monica Mizell's Coopers & Lybrand Experience 1994 - 1996
Job Controller at RV Stuff USA
Industry Retail
Experience
X Stuff USA dba RV Stuff USA July 2007 - August 2013
Monica C. Mizell, CPA 1992 - 2007
Thompson Company 2000 - 2001
Prentiss Properties 1996 - 1997
Coopers & Lybrand 1994 - 1996
J.V. Smith Professional Company 1988 - 1991
Coopers & Lybrand 1987 - 1988
Skills
Accounting, Financial Reporting, General Ledger, Forecasting, Internal Controls, Accounts Payable, Financial Analysis, QuickBooks, Cash Flow, Financial Accounting, GAAP, Accounts Receivable, Auditing, Account Reconciliation, Payroll, Sarbanes-Oxley Act, Budgets, Cost Accounting, Cash Management, Variance Analysis
Education
University of North Texas 1987 — 1987
Master of Science (MS), Accounting
University of North Texas 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting
The University of Texas at Austin 1983 — 1983
X Stuff USA dba RV Stuff USA July 2007 - August 2013
Monica C. Mizell, CPA 1992 - 2007
Thompson Company 2000 - 2001
Prentiss Properties 1996 - 1997
Coopers & Lybrand 1994 - 1996
J.V. Smith Professional Company 1988 - 1991
Coopers & Lybrand 1987 - 1988
Skills
Accounting, Financial Reporting, General Ledger, Forecasting, Internal Controls, Accounts Payable, Financial Analysis, QuickBooks, Cash Flow, Financial Accounting, GAAP, Accounts Receivable, Auditing, Account Reconciliation, Payroll, Sarbanes-Oxley Act, Budgets, Cost Accounting, Cash Management, Variance Analysis
Education
University of North Texas 1987 — 1987
Master of Science (MS), Accounting
University of North Texas 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting
The University of Texas at Austin 1983 — 1983
William Hamilton, CPA, PFS William Hamilton, CPA, PFS's Coopers & Lybrand Experience 1979 - 1982
Job Partner at Hamilton, Pyle & Bowman, LLP
Industry Accounting
Experience
Hamilton, Pyle & Bowman, LLP August 2007 - Present
Jefferson Wells April 2006 - June 2007
Brookside Technology Partners, Inc. February 2004 - April 2006
Emissary, Inc. July 2001 - February 2004
virtualcfo 1999 - 2001
George Bush for President 1985 - 1986
Coopers & Lybrand 1979 - 1982
Education
University of Phoenix 2002 — 2008
Information Technology
The University of Texas at Austin 1970 — 1976
Bachelor of Business Administration, Accounting
Hamilton, Pyle & Bowman, LLP August 2007 - Present
Jefferson Wells April 2006 - June 2007
Brookside Technology Partners, Inc. February 2004 - April 2006
Emissary, Inc. July 2001 - February 2004
virtualcfo 1999 - 2001
George Bush for President 1985 - 1986
Coopers & Lybrand 1979 - 1982
Education
University of Phoenix 2002 — 2008
Information Technology
The University of Texas at Austin 1970 — 1976
Bachelor of Business Administration, Accounting
Scott Zimont Scott Zimont's Coopers & Lybrand Experience 1977 - 1979
Job Retired
Industry Staffing and Recruiting
Experience
Retired 2012 - Present
Zimont & Associates, Inc. 2010 - 2012
Search Finance 2001 - 2010
Source Finance 1981 - 2001
Grant Geophysical 1980 - 1981
Continental Industries 1979 - 1980
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at San Antonio 1975 — 1977
BBA, Accounting
University of Houston
Retired 2012 - Present
Zimont & Associates, Inc. 2010 - 2012
Search Finance 2001 - 2010
Source Finance 1981 - 2001
Grant Geophysical 1980 - 1981
Continental Industries 1979 - 1980
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at San Antonio 1975 — 1977
BBA, Accounting
University of Houston
Kim Royster Kim Royster's Coopers & Lybrand Experience December 1992 - October 1994
Job Partner Market Insights & Analytics
Industry Market Research
Experience
The Pulse Group October 1994 - Present
The Pert Group 2011 - 2012
Coopers & Lybrand December 1992 - October 1994
Andersen Business Consulting January 1992 - January 1993
Laventhol & Horwath 1986 - 1990
Skills
Customer Insight, Market Research, Competitive Analysis, Segmentation, Strategy, Quantitative Research, Analysis, Marketing Research, Qualitative Research, Advertising, Project Management, Focus Groups, Analytics, Market Analysis, Consumer Behaviour, Strategic Planning, Brand Architecture, Competitive Intelligence, Management, Marketing Strategy
Education
Thunderbird School of Global Management 1984 — 1985
Masters International Management, Marketing, Asia, Chinese
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Applied Life Sciences
The Pulse Group October 1994 - Present
The Pert Group 2011 - 2012
Coopers & Lybrand December 1992 - October 1994
Andersen Business Consulting January 1992 - January 1993
Laventhol & Horwath 1986 - 1990
Skills
Customer Insight, Market Research, Competitive Analysis, Segmentation, Strategy, Quantitative Research, Analysis, Marketing Research, Qualitative Research, Advertising, Project Management, Focus Groups, Analytics, Market Analysis, Consumer Behaviour, Strategic Planning, Brand Architecture, Competitive Intelligence, Management, Marketing Strategy
Education
Thunderbird School of Global Management 1984 — 1985
Masters International Management, Marketing, Asia, Chinese
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Applied Life Sciences
John Koretz John Koretz's Coopers & Lybrand Experience 1972 - 1997
Job Retired Information Systems Professional
Industry Information Technology and Services
Experience
PricewaterhouseCoopers 1972 - 1997
Coopers & Lybrand 1972 - 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Business Continuity, Auditing, IT Audit, Risk Management, Internal Controls, Information Security
Education
The University of Chicago Booth School of Business 1961 — 1963
MBA, Management Science
Trinity College-Hartford 1957 — 1961
BS, Mathematics
PricewaterhouseCoopers 1972 - 1997
Coopers & Lybrand 1972 - 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Business Continuity, Auditing, IT Audit, Risk Management, Internal Controls, Information Security
Education
The University of Chicago Booth School of Business 1961 — 1963
MBA, Management Science
Trinity College-Hartford 1957 — 1961
BS, Mathematics
Rex Vigoren Rex Vigoren's Coopers & Lybrand Experience June 1977 - August 1980
Job Partner at Ketel Thorstenson, LLP
Industry Accounting
Experience
Ketel Thorstenson, LLP August 1989 - Present
Vigoren & Stokes, CPA's January 1980 - July 1989
Coopers & Lybrand June 1977 - August 1980
Skills
Tax, Tax Preparation, Income Tax, Business Planning, Partnership Taxation, Accounting, CPA, Management Consulting, Strategic Financial..., Fixed Assets, QuickBooks, Financial Accounting, Bookkeeping, Financial Reporting, GAAP, Payroll, Auditing, Small Business, Finance, Corporate Tax, Tax Returns, Financial Statements, General Ledger, Tax Research, Estate Planning, Estate Tax Planning, Internal Controls, US Tax, Tax Advisory, Tax Accounting, International Tax, Assurance, Trust Taxation, C-Corp, State Tax Planning, High Net Worth..., State Tax, S Corporations, Multi-state tax returns, Foreign Tax Credit, Individual Returns, Trusts, IRS, Personal Tax Planning, Financial Planning
Education
The University of South Dakota 1973 — 1977
Bachelor of Science in Accounting
Ketel Thorstenson, LLP August 1989 - Present
Vigoren & Stokes, CPA's January 1980 - July 1989
Coopers & Lybrand June 1977 - August 1980
Skills
Tax, Tax Preparation, Income Tax, Business Planning, Partnership Taxation, Accounting, CPA, Management Consulting, Strategic Financial..., Fixed Assets, QuickBooks, Financial Accounting, Bookkeeping, Financial Reporting, GAAP, Payroll, Auditing, Small Business, Finance, Corporate Tax, Tax Returns, Financial Statements, General Ledger, Tax Research, Estate Planning, Estate Tax Planning, Internal Controls, US Tax, Tax Advisory, Tax Accounting, International Tax, Assurance, Trust Taxation, C-Corp, State Tax Planning, High Net Worth..., State Tax, S Corporations, Multi-state tax returns, Foreign Tax Credit, Individual Returns, Trusts, IRS, Personal Tax Planning, Financial Planning
Education
The University of South Dakota 1973 — 1977
Bachelor of Science in Accounting
Jill Pyland Jill Pyland's Coopers & Lybrand Experience January 1997 - April 2001
Job at The Howard Hughes Corporation
Industry Real Estate
Experience
The Howard Hughes Corporation August 2012 - Present
Palm Harbor Homes January 2004 - April 2011
Bombardier Aerospace Corp 2001 - 2004
Bombardier Aerospace - Flexjet 2001 - 2004
Coopers & Lybrand January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
Skills
Sarbanes-Oxley Act, Variance Analysis, Strategic Planning, Sales, Risk Management, Project Management, Retail, Program Management, Process Improvement, New Business Development, Management, Leadership, Internal Controls, Internal Audit, General Ledger, Forecasting, Financial Reporting, Financial Analysis, Finance, Contract Negotiation, Business Strategy, Business Analysis, Budgets, Accounts Payable, Accounting, GAAP
Education
The University of Texas at Dallas 2009 — 2011
EMBA, Executive MBA
University of Southern Maine 1992 — 1996
Accounting
The Howard Hughes Corporation August 2012 - Present
Palm Harbor Homes January 2004 - April 2011
Bombardier Aerospace Corp 2001 - 2004
Bombardier Aerospace - Flexjet 2001 - 2004
Coopers & Lybrand January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
PricewaterhouseCoopers January 1997 - April 2001
Skills
Sarbanes-Oxley Act, Variance Analysis, Strategic Planning, Sales, Risk Management, Project Management, Retail, Program Management, Process Improvement, New Business Development, Management, Leadership, Internal Controls, Internal Audit, General Ledger, Forecasting, Financial Reporting, Financial Analysis, Finance, Contract Negotiation, Business Strategy, Business Analysis, Budgets, Accounts Payable, Accounting, GAAP
Education
The University of Texas at Dallas 2009 — 2011
EMBA, Executive MBA
University of Southern Maine 1992 — 1996
Accounting
Karen Davren Karen Davren's Coopers & Lybrand Experience November 1995 - April 1998
Job Home with Sophie
Industry Accounting
Experience
N/A July 2011 - Present
Greater Seattle Chamber of Commerce June 1998 - July 2011
Coopers & Lybrand November 1995 - April 1998
Touche Ross December 1991 - May 1995
British Telecom 1989 - 1990
Skills
Accounting, Microsoft Office, Non-profits, Financial Management, Microsoft Dynamics, ADP Payroll, Staff Management, Managerial Finance, Finance, Time Management, Business Strategy, Business Development, Nonprofits, Auditing, Strategy, Budgets, Business Planning, Entrepreneurship, Negotiation, Payroll, Financial Analysis, Financial Reporting
Education
The University of Sheffield 1986 — 1989
BSc(Hons), Pure Mathematics and Computer Science
Bury Grammar School 1979 — 1986
Advanced Levels, Mathematics, Biology, Chemistry
N/A July 2011 - Present
Greater Seattle Chamber of Commerce June 1998 - July 2011
Coopers & Lybrand November 1995 - April 1998
Touche Ross December 1991 - May 1995
British Telecom 1989 - 1990
Skills
Accounting, Microsoft Office, Non-profits, Financial Management, Microsoft Dynamics, ADP Payroll, Staff Management, Managerial Finance, Finance, Time Management, Business Strategy, Business Development, Nonprofits, Auditing, Strategy, Budgets, Business Planning, Entrepreneurship, Negotiation, Payroll, Financial Analysis, Financial Reporting
Education
The University of Sheffield 1986 — 1989
BSc(Hons), Pure Mathematics and Computer Science
Bury Grammar School 1979 — 1986
Advanced Levels, Mathematics, Biology, Chemistry
Susan K. LaFollett CPA Susan K. LaFollett CPA's Coopers & Lybrand Experience September 1988 - September 1992
Job Managing Partner at LaFollett and Abbott PLLC
Industry Accounting
Experience
LaFollett and Abbott PLLC November 2009 - Present
Gregg & Company CPA's January 2004 - November 2009
Coopers & Lybrand September 1988 - September 1992
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration/Accounting
LaFollett and Abbott PLLC November 2009 - Present
Gregg & Company CPA's January 2004 - November 2009
Coopers & Lybrand September 1988 - September 1992
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration/Accounting
Eugene Freeland Eugene Freeland's Coopers & Lybrand Experience 1996 - 1998
Job President & Founder at Link Outdoor
Industry Design
Experience
Link Outdoor January 2008 - Present
Freeland and Associates LLC January 2008 - Present
David Sutherland, Inc. June 1998 - August 2007
Coopers & Lybrand 1996 - 1998
US Army 1991 - 1994
Skills
Interior Design, Furniture, Residential Design, Interior Architecture, Space-planning, Sketching, Furnishings, Rendering, Custom Furniture, Home Staging, Textiles, Floor Plans, Concept Design, Finish, Lighting, Bathrooms, Flooring, Design Research, Cabinetry, Lighting Design, Space planning, Design Management, Product Design, Residential Homes, FF&E, Window Treatments, 3D visualization, Renovation, 3D rendering, Sustainable Design, Architectural Design, SketchUp, Design Consulting, Concept Development, Retail Design, Green Building, Woodworking, Architectural Drawings, Submittals, LEED, Drawing, Landscape Design, Sustainable Architecture, Kitchen & Bath Design, Construction Drawings, 3D Studio Max, CAD, LEED AP, Space Planning, Mixed-use
Education
United States Military Academy at West Point 1987 — 1991
BS, Aerospace Engineering
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Finance
Link Outdoor January 2008 - Present
Freeland and Associates LLC January 2008 - Present
David Sutherland, Inc. June 1998 - August 2007
Coopers & Lybrand 1996 - 1998
US Army 1991 - 1994
Skills
Interior Design, Furniture, Residential Design, Interior Architecture, Space-planning, Sketching, Furnishings, Rendering, Custom Furniture, Home Staging, Textiles, Floor Plans, Concept Design, Finish, Lighting, Bathrooms, Flooring, Design Research, Cabinetry, Lighting Design, Space planning, Design Management, Product Design, Residential Homes, FF&E, Window Treatments, 3D visualization, Renovation, 3D rendering, Sustainable Design, Architectural Design, SketchUp, Design Consulting, Concept Development, Retail Design, Green Building, Woodworking, Architectural Drawings, Submittals, LEED, Drawing, Landscape Design, Sustainable Architecture, Kitchen & Bath Design, Construction Drawings, 3D Studio Max, CAD, LEED AP, Space Planning, Mixed-use
Education
United States Military Academy at West Point 1987 — 1991
BS, Aerospace Engineering
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Finance
Kevin Horsley, CFA, CPA Kevin Horsley, CFA, CPA's Coopers & Lybrand Experience August 1992 - August 1994
Job Senior Financial Professional, Analyst and Researcher
Industry Investment Management
Experience
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
David Eason David Eason's Coopers & Lybrand Experience January 1983 - June 1986
Job Partner at Hatter & Associates
Industry Accounting
Experience
Hatter & Associates April 2010 - Present
Sproles Woodard LLP October 1989 - February 2010
Coopers & Lybrand January 1983 - June 1986
Education
The University of Texas at Arlington - College of Business Administration 1978 — 1983
B.S., Accounting
Hatter & Associates April 2010 - Present
Sproles Woodard LLP October 1989 - February 2010
Coopers & Lybrand January 1983 - June 1986
Education
The University of Texas at Arlington - College of Business Administration 1978 — 1983
B.S., Accounting
Gene Cottingham Gene Cottingham's Coopers & Lybrand Experience September 1991 - June 1996
Job GRand Solutions LLC
Industry Sports
Experience
GRand Solutions LLC November 2010 - Present
Greater Pensacola Advocacy February 2009 - Present
Cottingham Orthodontics June 1999 - Present
Champ Car World Series January 2003 - June 2008
Deloitte & Touche September 1996 - December 2002
Coopers & Lybrand September 1991 - June 1996
Skills
Business Analysis, Process Improvement, Sports Management, Motorsports, Contract Negotiation, Business Process..., Mergers, Divestitures, Feasibility Studies, Management, Marketing, Small Business, Management Consulting, Mergers & Acquisitions, Budgets, B2B, Sponsorship, Racing, Strategy, Start-ups, Executive Management, Strategic Partnerships, Sports Marketing, Business Planning, Team Building, Event Planning, Strategic Planning, Public Relations, Analysis, Accounting, Sponsorship Sales, Marketing Strategy, Finance, Account Management, Sports, Negotiation, Managerial Finance, Event Management, Strategic Financial..., Risk Management
Education
Troy University 1985 — 1991
BS, Accounting
GRand Solutions LLC November 2010 - Present
Greater Pensacola Advocacy February 2009 - Present
Cottingham Orthodontics June 1999 - Present
Champ Car World Series January 2003 - June 2008
Deloitte & Touche September 1996 - December 2002
Coopers & Lybrand September 1991 - June 1996
Skills
Business Analysis, Process Improvement, Sports Management, Motorsports, Contract Negotiation, Business Process..., Mergers, Divestitures, Feasibility Studies, Management, Marketing, Small Business, Management Consulting, Mergers & Acquisitions, Budgets, B2B, Sponsorship, Racing, Strategy, Start-ups, Executive Management, Strategic Partnerships, Sports Marketing, Business Planning, Team Building, Event Planning, Strategic Planning, Public Relations, Analysis, Accounting, Sponsorship Sales, Marketing Strategy, Finance, Account Management, Sports, Negotiation, Managerial Finance, Event Management, Strategic Financial..., Risk Management
Education
Troy University 1985 — 1991
BS, Accounting
Don Harris CPA, MBA Don Harris CPA, MBA's Coopers & Lybrand Experience 1988 - 1990
Job Controller
Industry Oil & Energy
Experience
Weatherford February 2013 - Present
HP November 1995 - January 2013
Flow Products 2002 - 2003
Grant Thornton 1990 - 1995
Coopers & Lybrand 1988 - 1990
Kaufman/Kalman PC 1986 - 1988
Education
University of Houston 1990 — 1994
MBA, Finance
University of Southern Mississippi 1982 — 1984
BS, Accounting
Weatherford February 2013 - Present
HP November 1995 - January 2013
Flow Products 2002 - 2003
Grant Thornton 1990 - 1995
Coopers & Lybrand 1988 - 1990
Kaufman/Kalman PC 1986 - 1988
Education
University of Houston 1990 — 1994
MBA, Finance
University of Southern Mississippi 1982 — 1984
BS, Accounting
Chuck Finch Chuck Finch's Coopers & Lybrand Experience 1992 - 1998
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal PartnerGrant Thornton2002 - 2007
PricewaterhouseCoopers LLP 1998 - 2000
Coopers & Lybrand 1992 - 1998
Skills
Economics, Environmental Consulting, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Corporate Finance, Restructuring, Management Consulting, Private Equity, Expert Witness, Business Valuation, Finance, Economic Development
Education
The University of Kansas
Masters, Economics
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Kansas City
BA, Mathematics
Alvarez & Marsal PartnerGrant Thornton2002 - 2007
PricewaterhouseCoopers LLP 1998 - 2000
Coopers & Lybrand 1992 - 1998
Skills
Economics, Environmental Consulting, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Corporate Finance, Restructuring, Management Consulting, Private Equity, Expert Witness, Business Valuation, Finance, Economic Development
Education
The University of Kansas
Masters, Economics
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Kansas City
BA, Mathematics
David Rikard David Rikard's Coopers & Lybrand Experience 1984 - 1989
Job Partner at Rikard & Neal CPAs, pllc
Industry Accounting
Experience
Rikard & Neal CPAs, pllc January 2012 - Present
Rikard CPA, Inc March 2008 - December 2011
Vitro America 2008 - 2011
Delta Life and Annuity Company 1989 - 1997
PriceWaterhouseCoopers LLP 1984 - 1989
Coopers & Lybrand 1984 - 1989
Fogelman Properties 1986 - 1986
Skills
Management Consulting, Problem Solving, Accounting, Budgeting, Account Management, Corporate Finance, Business Process, Microsoft Office, Analysis, Financial Reporting, Business Planning, Tax, Financial Analysis, Start-ups, Quickbooks, Peachtree, Outsourcing, Payroll Processing, Tax Preparation, Tax Compliance, Account Reconciliation, Compilation, QuickBooks, Budgets, Financial Statements, Auditing, Payroll, Sarbanes-Oxley Act, CPA, General Ledger, Mergers & Acquisitions, Forecasting, Cost Accounting, Internal Audit
Education
The University of Memphis 1978 — 1984
BBA, Accounting
Rikard & Neal CPAs, pllc January 2012 - Present
Rikard CPA, Inc March 2008 - December 2011
Vitro America 2008 - 2011
Delta Life and Annuity Company 1989 - 1997
PriceWaterhouseCoopers LLP 1984 - 1989
Coopers & Lybrand 1984 - 1989
Fogelman Properties 1986 - 1986
Skills
Management Consulting, Problem Solving, Accounting, Budgeting, Account Management, Corporate Finance, Business Process, Microsoft Office, Analysis, Financial Reporting, Business Planning, Tax, Financial Analysis, Start-ups, Quickbooks, Peachtree, Outsourcing, Payroll Processing, Tax Preparation, Tax Compliance, Account Reconciliation, Compilation, QuickBooks, Budgets, Financial Statements, Auditing, Payroll, Sarbanes-Oxley Act, CPA, General Ledger, Mergers & Acquisitions, Forecasting, Cost Accounting, Internal Audit
Education
The University of Memphis 1978 — 1984
BBA, Accounting
Kevin Kuebler, CPA, CFP®'s Coopers & Lybrand Experience 1990 - 1993
Job Financial Advisor at Insight CPAs & Financial, LLC
Industry Financial Services
Experience
Insight CPAs & Financial, LLC February 2011 - Present
AXA Advisors, LLC June 2003 - February 2011
Independent Consultant 1999 - 2003
MEMCO Barge Line 1997 - 1999
Clark Refining & Marketing 1993 - 1996
Coopers & Lybrand 1990 - 1993
Skills
Financial Planning, Investments, Life Insurance, Annuities, Retirement Planning, Retirement Income..., Making a Difference for...
Education
Truman State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Insight CPAs & Financial, LLC February 2011 - Present
AXA Advisors, LLC June 2003 - February 2011
Independent Consultant 1999 - 2003
MEMCO Barge Line 1997 - 1999
Clark Refining & Marketing 1993 - 1996
Coopers & Lybrand 1990 - 1993
Skills
Financial Planning, Investments, Life Insurance, Annuities, Retirement Planning, Retirement Income..., Making a Difference for...
Education
Truman State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Greg Bailes Greg Bailes's Coopers & Lybrand Experience 1980 - 1998
Job Partner, Weaver and Tidwell LLP
Industry Accounting
Experience
Weaver and Tidwell July 2009 - Present
Weaver 2009 - Present
Texas State Board of Public Accountancy 2005 - 2011
Deloitte & Touche LLP 2001 - 2008
Deloitte 2001 - 2008
PricewaterhouseCoopers LLP 1980 - 2001
Coopers & Lybrand 1980 - 1998
Skills
Internal Controls, CPA, SEC filings, Sarbanes-Oxley Act, GAAP, US GAAP, Mergers & Acquisitions, Internal Audit, Accounting, Tax, Financial Reporting, Financial Analysis, General Ledger, Income Tax, Corporate Tax, Cash Flow, Auditing, Tax Accounting, Finance, Sarbanes-Oxley, Forensic Accounting, Financial Statements, Revenue Recognition, External Audit, Assurance, Financial Accounting, Financial Audits, Big 4, Tax Preparation, Business Valuation, Strategic Financial..., Enterprise Risk..., IFRS, Consolidation, Cost Accounting, Partnership Taxation, Due Diligence, International Tax, QuickBooks, Tax Returns, Managerial Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1974 — 1980
BBA, Accounting
Weaver and Tidwell July 2009 - Present
Weaver 2009 - Present
Texas State Board of Public Accountancy 2005 - 2011
Deloitte & Touche LLP 2001 - 2008
Deloitte 2001 - 2008
PricewaterhouseCoopers LLP 1980 - 2001
Coopers & Lybrand 1980 - 1998
Skills
Internal Controls, CPA, SEC filings, Sarbanes-Oxley Act, GAAP, US GAAP, Mergers & Acquisitions, Internal Audit, Accounting, Tax, Financial Reporting, Financial Analysis, General Ledger, Income Tax, Corporate Tax, Cash Flow, Auditing, Tax Accounting, Finance, Sarbanes-Oxley, Forensic Accounting, Financial Statements, Revenue Recognition, External Audit, Assurance, Financial Accounting, Financial Audits, Big 4, Tax Preparation, Business Valuation, Strategic Financial..., Enterprise Risk..., IFRS, Consolidation, Cost Accounting, Partnership Taxation, Due Diligence, International Tax, QuickBooks, Tax Returns, Managerial Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1974 — 1980
BBA, Accounting
Jim Berry Jim Berry's Coopers & Lybrand Experience 1985 - 1992
Job Chief Financial Officer at Snelling
Industry Staffing and Recruiting
Experience
Snelling October 2014 - Present
Vasari LLC January 2013 - July 2014
A. H. Belo Corporation March 2002 - July 2012
Burger King Corporation January 2001 - November 2001
Burger King Corporation March 2000 - December 2000
McDonald's Corporation November 1993 - March 2000
Grant Thornton July 1992 - November 1993
PricewaterhouseCoopers June 1985 - July 1992
Coopers & Lybrand 1985 - 1992
Skills
Strategic Planning, Competitive Analysis, Corporate Finance, Financial Reporting, Business Development, Business Performance..., Change Management, Corporate Actions, Product Development, Project Management, Staff Development, IPO, Turn Around Management, Working Capital..., Managerial Finance, Forecasting, Financial Analysis, Restructuring, Restaurants, Retail, Manufacturing, Franchising, New Restaurant Openings, Franchise Agreements, New Business Development, Publishing, Social Media, Social Media Advertising, Advertising Management, Advertising Agency, Sales Management, Territory Management, Salesforce.com..., ERP Implementations, Business Intelligence..., M&A experience, Mergers, Financial Modeling, Budgets, Auditing, Finance, Income Statement, MBA, CPA, Mergers & Acquisitions, Strategic Financial..., Management, Strategy, Executive Management, Recruiting
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA
Washington and Lee University 1982 — 1985
BS, Commerce
Snelling October 2014 - Present
Vasari LLC January 2013 - July 2014
A. H. Belo Corporation March 2002 - July 2012
Burger King Corporation January 2001 - November 2001
Burger King Corporation March 2000 - December 2000
McDonald's Corporation November 1993 - March 2000
Grant Thornton July 1992 - November 1993
PricewaterhouseCoopers June 1985 - July 1992
Coopers & Lybrand 1985 - 1992
Skills
Strategic Planning, Competitive Analysis, Corporate Finance, Financial Reporting, Business Development, Business Performance..., Change Management, Corporate Actions, Product Development, Project Management, Staff Development, IPO, Turn Around Management, Working Capital..., Managerial Finance, Forecasting, Financial Analysis, Restructuring, Restaurants, Retail, Manufacturing, Franchising, New Restaurant Openings, Franchise Agreements, New Business Development, Publishing, Social Media, Social Media Advertising, Advertising Management, Advertising Agency, Sales Management, Territory Management, Salesforce.com..., ERP Implementations, Business Intelligence..., M&A experience, Mergers, Financial Modeling, Budgets, Auditing, Finance, Income Statement, MBA, CPA, Mergers & Acquisitions, Strategic Financial..., Management, Strategy, Executive Management, Recruiting
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA
Washington and Lee University 1982 — 1985
BS, Commerce
Conni Ochs Conni Ochs's Coopers & Lybrand Experience 1986 - 1994
Job Principal, Triad Advisory Group LLC
Industry Accounting
Experience
Triad Advisory Group LLC DirectorRSM McGladrey2000 - 2007
RSM McGladrey 2000 - 2007
Donnelly Meiners Jordan & Kline 1994 - 2000
Taylor Perky & Parker 1994 - 1998
Coopers & Lybrand 1986 - 1994
Education
University of Kansas
BS Bus Admin & Acctg, Bus Admin / Accounting
University of Missouri-Kansas City
Masters in Accounting, Accounting
Triad Advisory Group LLC DirectorRSM McGladrey2000 - 2007
RSM McGladrey 2000 - 2007
Donnelly Meiners Jordan & Kline 1994 - 2000
Taylor Perky & Parker 1994 - 1998
Coopers & Lybrand 1986 - 1994
Education
University of Kansas
BS Bus Admin & Acctg, Bus Admin / Accounting
University of Missouri-Kansas City
Masters in Accounting, Accounting
Bob Gokay's Coopers & Lybrand Experience 1980 - 1981
Job Information Technology at at&t
Industry Telecommunications
Experience
at&t January 1997 - December 2013
AT&T January 1991 - January 1997
AT&T September 1986 - January 1991
Genstar Corporation March 1983 - June 1986
Genstar Corporation 1984 - 1986
Arthur Young & Company 1981 - 1982
Coopers & Lybrand 1980 - 1981
National Labor Relations Board 1976 - 1978
Internal Revenue Service 1974 - 1976
Skills
Analysis, Business Development, Business Process..., Competitive Analysis, Editing, Mobile Technology, Process Improvement, Product Management, Public Relations, Public Speaking, Publishing, Start-ups, Strategic Partnerships, Strategy, Telecommunications, Auditing, Project Management, Microsoft Office, Financial Analysis
Education
UCLA Anderson School of Management 1978 — 1980
M.B.A., Accounting - Information Systems
University of California, Berkeley 1968 — 1973
B.A., Political Science
at&t January 1997 - December 2013
AT&T January 1991 - January 1997
AT&T September 1986 - January 1991
Genstar Corporation March 1983 - June 1986
Genstar Corporation 1984 - 1986
Arthur Young & Company 1981 - 1982
Coopers & Lybrand 1980 - 1981
National Labor Relations Board 1976 - 1978
Internal Revenue Service 1974 - 1976
Skills
Analysis, Business Development, Business Process..., Competitive Analysis, Editing, Mobile Technology, Process Improvement, Product Management, Public Relations, Public Speaking, Publishing, Start-ups, Strategic Partnerships, Strategy, Telecommunications, Auditing, Project Management, Microsoft Office, Financial Analysis
Education
UCLA Anderson School of Management 1978 — 1980
M.B.A., Accounting - Information Systems
University of California, Berkeley 1968 — 1973
B.A., Political Science
Steve McClurg Steve McClurg's Coopers & Lybrand Experience 1991 - 1994
Job Business Development Executive MediRevv
Industry International Trade and Development
Experience
MediRevv April 2014 - Present
Chamberlin Edmonds December 2010 - January 2013
CarePayment August 2008 - February 2011
CarePayment 2007 - 2008
Deep Green Investments 2003 - 2007
Innovative Safety Technologies 2000 - 2003
Card Capture Services 1994 - 2000
Coopers & Lybrand 1991 - 1994
Skills
Strategy, Start-ups, Business Development, Sales Operations, CRM, Account Management, Sales, Selling, Management, Lead Generation, Sales Management, Marketing, Direct Sales, Training, Product Development, Negotiation, B2B, Budgets, Retail, Trade Shows
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Science (B.S.), Accounting and Marketing
MediRevv April 2014 - Present
Chamberlin Edmonds December 2010 - January 2013
CarePayment August 2008 - February 2011
CarePayment 2007 - 2008
Deep Green Investments 2003 - 2007
Innovative Safety Technologies 2000 - 2003
Card Capture Services 1994 - 2000
Coopers & Lybrand 1991 - 1994
Skills
Strategy, Start-ups, Business Development, Sales Operations, CRM, Account Management, Sales, Selling, Management, Lead Generation, Sales Management, Marketing, Direct Sales, Training, Product Development, Negotiation, B2B, Budgets, Retail, Trade Shows
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Science (B.S.), Accounting and Marketing
Henry Barclay Henry Barclay's Coopers & Lybrand Experience August 1969 - July 1971
Job Founding Member at PKFNAN
Industry Accounting
Experience
The Full Life Ahead Foundation May 2002 - Present
Lehmann, Ullman and Barclay LLP August 1972 - Present
PKFNAN January 1968 - Present
Lybrand Ross Bros. & Montgomery August 1969 - July 1971
Coopers & Lybrand August 1969 - July 1971
Skills
Strategic Planning, Public Speaking, Nonprofits, Management, Accounting, Team Building, Budgets, Social Media, Fundraising, Event Planning, Financial Analysis, Management Consulting
Education
University of Alabama 1966 — 1969
BS Business Administration (Accounting), Accounting
Tulane University 1964 — 1966
School name:
The Full Life Ahead Foundation May 2002 - Present
Lehmann, Ullman and Barclay LLP August 1972 - Present
PKFNAN January 1968 - Present
Lybrand Ross Bros. & Montgomery August 1969 - July 1971
Coopers & Lybrand August 1969 - July 1971
Skills
Strategic Planning, Public Speaking, Nonprofits, Management, Accounting, Team Building, Budgets, Social Media, Fundraising, Event Planning, Financial Analysis, Management Consulting
Education
University of Alabama 1966 — 1969
BS Business Administration (Accounting), Accounting
Tulane University 1964 — 1966
School name:
James Rinn James Rinn's Coopers & Lybrand Experience 1991 - 1998
Job CFO/COO at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Michael Beamer Michael Beamer's Coopers & Lybrand Experience May 1991 - August 1991
Job President at goTransverse
Industry Computer Software
Experience
goTransverse June 2015 - Present
Powershift Group December 2014 - Present
Appconomy December 2014 - July 2015
National Instruments January 2014 - December 2014
National Instruments January 2012 - January 2014
National Instruments December 1998 - January 2012
National Instruments December 1995 - December 1998
SalesKit Software January 1995 - December 1995
BSG Consulting December 1992 - January 1994
Coopers & Lybrand May 1991 - August 1991
Skills
Solution Architecture, Talent Management, Managerial Finance, Technical Leadership, Relationship Management, Contract Negotiation, Strategic Planning, Software Development, Software Project..., IT Strategy, CRM, Enterprise Software, Strategy, Cloud Computing, Team Leadership, Process Improvement, Team Building, Program Management, SaaS, Project Management, Integration, SQL, Business Strategy, Leadership, Management
Education
The University of Texas at Austin 1988 — 1992
BBA, MIS
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, MIS
Derby Senior High
goTransverse June 2015 - Present
Powershift Group December 2014 - Present
Appconomy December 2014 - July 2015
National Instruments January 2014 - December 2014
National Instruments January 2012 - January 2014
National Instruments December 1998 - January 2012
National Instruments December 1995 - December 1998
SalesKit Software January 1995 - December 1995
BSG Consulting December 1992 - January 1994
Coopers & Lybrand May 1991 - August 1991
Skills
Solution Architecture, Talent Management, Managerial Finance, Technical Leadership, Relationship Management, Contract Negotiation, Strategic Planning, Software Development, Software Project..., IT Strategy, CRM, Enterprise Software, Strategy, Cloud Computing, Team Leadership, Process Improvement, Team Building, Program Management, SaaS, Project Management, Integration, SQL, Business Strategy, Leadership, Management
Education
The University of Texas at Austin 1988 — 1992
BBA, MIS
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, MIS
Derby Senior High
Elizabeth McCoy Elizabeth McCoy's Coopers & Lybrand Experience 1992 - 1995
Job Market Area Manager at Williams Trew Real Estate
Industry Real Estate
Experience
Williams Trew Real Estate May 2002 - Present
Burlington Resources 1995 - 1999
Coopers & Lybrand 1992 - 1995
Skills
CPA, Real Estate, Sellers, First Time Home Buyers, Residential Homes, Buyer Representation, Investment Properties, Single Family Homes, Relocation, Listings
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
MPA, Accounting
Williams Trew Real Estate May 2002 - Present
Burlington Resources 1995 - 1999
Coopers & Lybrand 1992 - 1995
Skills
CPA, Real Estate, Sellers, First Time Home Buyers, Residential Homes, Buyer Representation, Investment Properties, Single Family Homes, Relocation, Listings
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
MPA, Accounting
Robert B. McDonald Robert B. McDonald's Coopers & Lybrand Experience January 1983 - May 1986
Job Controller at Erna Frac Sand, L.C.
Industry Mining & Metals
Experience
Erna Frac Sand, L.C. November 2009 - Present
Danze & Davis Architects, Inc. March 2007 - June 2008
Jaster-Quintanilla & Associates December 2003 - February 2007
Aegis ECSP, Inc. March 1999 - April 2000
Hi-Lo Auto Supply 1994 - 1998
National Health Labs January 1992 - January 1993
Alta Health Strategies, Inc. May 1986 - January 1992
Coopers & Lybrand January 1983 - May 1986
Skills
Accounting, Strategic Financial..., Financial Analysis, GAAP, CPA, Cash Management, Financial Statements, Account Reconciliation, Due Diligence, Cost Accounting, Fixed Asset Management, US GAAP, Fixed Assets, Cash Flow Forecasting, Accounts Receivable, Cash Flow, Payroll Taxes, General Ledger, Financial Reporting, Accounts Payable, Capital Budgeting, Variance Analysis, Sales Tax, Monthly Close, Managerial Finance, Accounting System, Journal Entries, Revenue Recognition, Financial Accounting
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Memorial High School 1978 — 1979
Lake Forest High School 1975 — 1978
Erna Frac Sand, L.C. November 2009 - Present
Danze & Davis Architects, Inc. March 2007 - June 2008
Jaster-Quintanilla & Associates December 2003 - February 2007
Aegis ECSP, Inc. March 1999 - April 2000
Hi-Lo Auto Supply 1994 - 1998
National Health Labs January 1992 - January 1993
Alta Health Strategies, Inc. May 1986 - January 1992
Coopers & Lybrand January 1983 - May 1986
Skills
Accounting, Strategic Financial..., Financial Analysis, GAAP, CPA, Cash Management, Financial Statements, Account Reconciliation, Due Diligence, Cost Accounting, Fixed Asset Management, US GAAP, Fixed Assets, Cash Flow Forecasting, Accounts Receivable, Cash Flow, Payroll Taxes, General Ledger, Financial Reporting, Accounts Payable, Capital Budgeting, Variance Analysis, Sales Tax, Monthly Close, Managerial Finance, Accounting System, Journal Entries, Revenue Recognition, Financial Accounting
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Memorial High School 1978 — 1979
Lake Forest High School 1975 — 1978
Deborah Barksdale Deborah Barksdale's Coopers & Lybrand Experience September 1996 - August 1997
Job System Director at Baptist Medical Group
Industry Hospital & Health Care
Experience
Baptist Medical Group 2011 - Present
Baptist Memorial Health Care December 2007 - October 2011
Baptist Memorial Health Care September 1997 - December 2007
Coopers & Lybrand September 1996 - August 1997
Blue Cross Blue Shield of Tennessee October 1995 - September 1996
The Regional Medical Center at Memphis March 1983 - September 1995
Skills
Financial Analysis, Finance, Due Diligence, Healthcare, Healthcare Management, HIPAA, Hospitals, Managed Care, Healthcare Consulting, Healthcare Information..., Physician Relations, Medicaid, Epic Systems, EMR, Revenue Cycle Management, Process Improvement, Informatics, Healthcare Industry, Physicians, Medicare
Education
The University of Memphis 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 1975 — 1978
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Baptist Medical Group 2011 - Present
Baptist Memorial Health Care December 2007 - October 2011
Baptist Memorial Health Care September 1997 - December 2007
Coopers & Lybrand September 1996 - August 1997
Blue Cross Blue Shield of Tennessee October 1995 - September 1996
The Regional Medical Center at Memphis March 1983 - September 1995
Skills
Financial Analysis, Finance, Due Diligence, Healthcare, Healthcare Management, HIPAA, Hospitals, Managed Care, Healthcare Consulting, Healthcare Information..., Physician Relations, Medicaid, Epic Systems, EMR, Revenue Cycle Management, Process Improvement, Informatics, Healthcare Industry, Physicians, Medicare
Education
The University of Memphis 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Memphis 1975 — 1978
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Afzal Dudhia Afzal Dudhia's Coopers & Lybrand Experience 1989 - 1993
Job Executive
Industry Hospital & Health Care
Experience
South Texas Renal Care Group April 2015 - Present
La Estrella Health Services Group January 2013 - March 2015
Maylane Group 2002 - December 2012
Triton Solutions Inc 1999 - 2011
Enterprise Logic Ltd 2003 - 2006
Systems Union 2000 - 2002
ePartners 1999 - 2001
Synergy Development Corporation 1998 - 1999
Systems Union 1993 - 1998
Coopers & Lybrand 1989 - 1993
Skills
ERP, Business Intelligence, Enterprise Software, Business Analysis, Business Process, Software Implementation, Pre-sales, Project Management, Integration, Requirements Analysis, Professional Services, Software Project..., Business Process..., Financials, Consulting, Start-ups, Business Strategy, Management, Finance, Project Planning
Education
The University of Texas at Austin 1984 — 1989
BBA, Accounting, Finance
South Texas Renal Care Group April 2015 - Present
La Estrella Health Services Group January 2013 - March 2015
Maylane Group 2002 - December 2012
Triton Solutions Inc 1999 - 2011
Enterprise Logic Ltd 2003 - 2006
Systems Union 2000 - 2002
ePartners 1999 - 2001
Synergy Development Corporation 1998 - 1999
Systems Union 1993 - 1998
Coopers & Lybrand 1989 - 1993
Skills
ERP, Business Intelligence, Enterprise Software, Business Analysis, Business Process, Software Implementation, Pre-sales, Project Management, Integration, Requirements Analysis, Professional Services, Software Project..., Business Process..., Financials, Consulting, Start-ups, Business Strategy, Management, Finance, Project Planning
Education
The University of Texas at Austin 1984 — 1989
BBA, Accounting, Finance
Cindy Bottini's Coopers & Lybrand Experience September 1978 - September 1983
Job Member at Wren Bottini, LLC
Industry Law Practice
Experience
Wren Bottini, LLC May 2012 - Present
Gallop Johnson & Neuman August 1996 - April 2012
Coopers & Lybrand September 1978 - September 1983
Kohn, Shands, Elbert, Gianoulakis & Giljum September 1974 - September 1978
Education
Washington University in St. Louis School of Law 1972 — 1977
JD & LLM, Law & Taxation
University of Virginia School of Law 1970 — 1971
Law
The University of South Dakota 1966 — 1970
BSBA, Economics
Wren Bottini, LLC May 2012 - Present
Gallop Johnson & Neuman August 1996 - April 2012
Coopers & Lybrand September 1978 - September 1983
Kohn, Shands, Elbert, Gianoulakis & Giljum September 1974 - September 1978
Education
Washington University in St. Louis School of Law 1972 — 1977
JD & LLM, Law & Taxation
University of Virginia School of Law 1970 — 1971
Law
The University of South Dakota 1966 — 1970
BSBA, Economics
Elizabeth Auza Elizabeth Auza's Coopers & Lybrand Experience September 1982 - January 1989
Job Edgewater Fullscope
Industry Computer Software
Experience
Edgewater Fullscope September 2011 - Present
Clients First - Texas July 2008 - November 2011
Lauterbach Technology Group January 1999 - July 2008
Coopers & Lybrand September 1982 - January 1989
Skills
Microsoft Dynamics, ERP, Axapta, Business Intelligence, Software Implementation, Business Analysis, SharePoint, Professional Services, Integration, Change Management, Strategic Planning, Microsoft SQL Server, Financials, Solution Selling, Project Management, Microsoft CRM, Enterprise Software, Business Process..., Business Process, Cloud Computing, Process Improvement, Manufacturing, Management, Requirements Analysis, IT Management, Business Development, Program Management, Microsoft Technologies, Software Project..., Microsoft Dynamics AX
Education
The University of Texas at El Paso 1979 — 1983
BBA, Accounting
Edgewater Fullscope September 2011 - Present
Clients First - Texas July 2008 - November 2011
Lauterbach Technology Group January 1999 - July 2008
Coopers & Lybrand September 1982 - January 1989
Skills
Microsoft Dynamics, ERP, Axapta, Business Intelligence, Software Implementation, Business Analysis, SharePoint, Professional Services, Integration, Change Management, Strategic Planning, Microsoft SQL Server, Financials, Solution Selling, Project Management, Microsoft CRM, Enterprise Software, Business Process..., Business Process, Cloud Computing, Process Improvement, Manufacturing, Management, Requirements Analysis, IT Management, Business Development, Program Management, Microsoft Technologies, Software Project..., Microsoft Dynamics AX
Education
The University of Texas at El Paso 1979 — 1983
BBA, Accounting
Cary Baumgartner Cary Baumgartner's Coopers & Lybrand Experience February 1986 - September 1986
Job Reg. Bus. Develpment Director at CBIZ Valuation Group LLC
Industry Financial Services
Experience
CBIZ Valuation Group LLC June 2005 - Present
Avail Consulting 2005 - 2007
Management Planning, Inc. 2004 - 2006
American Appraisal Associaties 1999 - 2004
United States Marine Corps 1970 - 2000
Coopers & Lybrand February 1986 - September 1986
Skills
Valuation, Fairness Opinions, ESOP, Fair Value, Purchase Accounting, Estate Tax Planning, Gift Tax, Fixed Assets, Transfer Pricing, Stock option valuation, Cost Segregation, Insurance valuations, Mergers, Business Valuation, Stock Option, Corporate Finance, Insurance, Investment Banking, Accounting, Financial Reporting, Corporate Development, Auditing, Business Development
Education
The University of Dallas 1977 — 1979
MBA, Finance
Valparaiso University 1966 — 1970
B.S., Managment & Marketing
CBIZ Valuation Group LLC June 2005 - Present
Avail Consulting 2005 - 2007
Management Planning, Inc. 2004 - 2006
American Appraisal Associaties 1999 - 2004
United States Marine Corps 1970 - 2000
Coopers & Lybrand February 1986 - September 1986
Skills
Valuation, Fairness Opinions, ESOP, Fair Value, Purchase Accounting, Estate Tax Planning, Gift Tax, Fixed Assets, Transfer Pricing, Stock option valuation, Cost Segregation, Insurance valuations, Mergers, Business Valuation, Stock Option, Corporate Finance, Insurance, Investment Banking, Accounting, Financial Reporting, Corporate Development, Auditing, Business Development
Education
The University of Dallas 1977 — 1979
MBA, Finance
Valparaiso University 1966 — 1970
B.S., Managment & Marketing
Janice Rosenquist Janice Rosenquist's Coopers & Lybrand Experience September 1977 - August 1986
Job Controller, CFO and VP Finance and Accounting
Industry Real Estate
Experience
Raintree Partners October 2012 - Present
Arden Group, Inc. May 2006 - July 2012
Starwood-Santa Fe Valley Partners April 2003 - May 2006
Triple Net Properties February 2001 - April 2003
Adams Business Media April 1997 - February 2001
Lee Sammis Associates September 1991 - April 1997
Birtcher Real Estate Group September 1989 - May 1991
Kenneth Leventhal & Company September 1986 - September 1989
Coopers & Lybrand September 1977 - August 1986
Skills
GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, CPA, Tax, Cost Accounting, Cash Flow, General Ledger, Variance Analysis, Real Estate, Accounts Payable, Managerial Finance, Finance, Financial Statements, Strategic Planning, Tax Returns, Real Estate Development, Retail, Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1984
MBA, Finance, Information Systems
University of Washington 1973 — 1977
BA, Accounting
Raintree Partners October 2012 - Present
Arden Group, Inc. May 2006 - July 2012
Starwood-Santa Fe Valley Partners April 2003 - May 2006
Triple Net Properties February 2001 - April 2003
Adams Business Media April 1997 - February 2001
Lee Sammis Associates September 1991 - April 1997
Birtcher Real Estate Group September 1989 - May 1991
Kenneth Leventhal & Company September 1986 - September 1989
Coopers & Lybrand September 1977 - August 1986
Skills
GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, CPA, Tax, Cost Accounting, Cash Flow, General Ledger, Variance Analysis, Real Estate, Accounts Payable, Managerial Finance, Finance, Financial Statements, Strategic Planning, Tax Returns, Real Estate Development, Retail, Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1984
MBA, Finance, Information Systems
University of Washington 1973 — 1977
BA, Accounting
michael hannes zuntag's Coopers & Lybrand Experience January 1994 - January 1998
Job Independent at MegaHertz Computing
Industry Information Technology and Services
Experience
MegaHertz Computing November 2009 - Present
Picis, Inc August 2008 - October 2009
Department of Children, Youth, and Families (DCYF) October 2007 - June 2008
MegaHertz Computing July 2005 - April 2007
Maryland Department of Human Resources 2005 - 2007
MTC Worldwide via Adecco Technical May 2004 - July 2005
Harvestware January 1998 - January 2003
Coopers & Lybrand January 1994 - January 1998
Skills
PowerBuilder, Sybase SQL Anywhere, Microsoft SQL Server, OOP, Data Modeling, Remote Development, Remote Monitoring, Visual Basic 5.0/6.0, SQL, T-SQL
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1994
BBA, Management Information Systems
MegaHertz Computing November 2009 - Present
Picis, Inc August 2008 - October 2009
Department of Children, Youth, and Families (DCYF) October 2007 - June 2008
MegaHertz Computing July 2005 - April 2007
Maryland Department of Human Resources 2005 - 2007
MTC Worldwide via Adecco Technical May 2004 - July 2005
Harvestware January 1998 - January 2003
Coopers & Lybrand January 1994 - January 1998
Skills
PowerBuilder, Sybase SQL Anywhere, Microsoft SQL Server, OOP, Data Modeling, Remote Development, Remote Monitoring, Visual Basic 5.0/6.0, SQL, T-SQL
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1994
BBA, Management Information Systems
Brookland (Brooks) Davis Brookland (Brooks) Davis's Coopers & Lybrand Experience 1987 - 1991
Job Financial / Insurance Executive
Industry Insurance
Experience
Brookland Davis, CPA August 2011 - Present
Hallmark Financial Services, Inc. December 2006 - August 2011
Hallmark Insurance Company / Phoenix Indemnity Insurance Co. January 2003 - August 2011
Bankers Insurance Group March 2001 - December 2002
Instant Auto Insurance 2000 - 2000
Paragon Insurance Holdings, LLC 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Midland Financial Group, Inc. 1993 - 1997
KPMG Peat Marwick 1992 - 1992
Coopers & Lybrand 1987 - 1991
Skills
Property & Casualty..., Financial Accounting, Business Strategy, Strategic Planning, Budget Forecasts, Underwriting, Risk Management, Casualty, General Insurance, Professional Liability, Workers Compensation, Reinsurance, Commercial Insurance, Liability, Claim, Small Business, Commercial Lines, Mergers & Acquisitions, Claims Management, Property Damage, Casualty Insurance, Investment Management, Capital Raising, Cost Control, Capital Markets, Tax, Insurance, Start-up Consulting, Investment Strategies, Start-ups Management, Board of Directors, Financial Projection, Compilation Of..., Financial Services, Executive Management, Management, Finance, Financial Analysis, Arbitration
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Brookland Davis, CPA August 2011 - Present
Hallmark Financial Services, Inc. December 2006 - August 2011
Hallmark Insurance Company / Phoenix Indemnity Insurance Co. January 2003 - August 2011
Bankers Insurance Group March 2001 - December 2002
Instant Auto Insurance 2000 - 2000
Paragon Insurance Holdings, LLC 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Midland Financial Group, Inc. 1993 - 1997
KPMG Peat Marwick 1992 - 1992
Coopers & Lybrand 1987 - 1991
Skills
Property & Casualty..., Financial Accounting, Business Strategy, Strategic Planning, Budget Forecasts, Underwriting, Risk Management, Casualty, General Insurance, Professional Liability, Workers Compensation, Reinsurance, Commercial Insurance, Liability, Claim, Small Business, Commercial Lines, Mergers & Acquisitions, Claims Management, Property Damage, Casualty Insurance, Investment Management, Capital Raising, Cost Control, Capital Markets, Tax, Insurance, Start-up Consulting, Investment Strategies, Start-ups Management, Board of Directors, Financial Projection, Compilation Of..., Financial Services, Executive Management, Management, Finance, Financial Analysis, Arbitration
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Lori (Walker) Silverstein's Coopers & Lybrand Experience 1992 - 1997
Job Vice President, Controller at Boston Properties
Industry Real Estate
Experience
Boston Properties June 2014 - Present
Boston Properties June 2002 - June 2014
Boston Properties September 1997 - June 2002
Coopers & Lybrand 1992 - 1997
Skills
Financial Reporting, Due Diligence, Auditing, Financial Analysis, Accounting
Education
Tulane University - A.B. Freeman School of Business 1988 — 1992
BSM, Accounting
Lincoln-Sudbury Regional High School 1984 — 1988
Boston Properties June 2014 - Present
Boston Properties June 2002 - June 2014
Boston Properties September 1997 - June 2002
Coopers & Lybrand 1992 - 1997
Skills
Financial Reporting, Due Diligence, Auditing, Financial Analysis, Accounting
Education
Tulane University - A.B. Freeman School of Business 1988 — 1992
BSM, Accounting
Lincoln-Sudbury Regional High School 1984 — 1988
Dan Hickox Dan Hickox's Coopers & Lybrand Experience 1989 - 1994
Job CTO & Channel Services Exec
Industry Marketing and Advertising
Experience
brandmuscle December 2012 - Present
TradeOne January 2000 - Present
TradeOne Marketing 2000 - Present
Harbour Consulting Group January 2000 - January 2006
The Harbour Group 1996 - 2006
BSG Alliance January 1994 - January 1996
Coopers & Lybrand 1989 - 1994
Skills
Software Development, SaaS, Project Management, Microsoft SQL Server, Program Management, Agile Methodologies, SQL, JavaScript, Product Management, Web Applications, .NET, jQuery, Enterprise Architecture, Integration, Databases, Enterprise Software, Strategic Planning, HTML, Consulting, Management, Strategy, Business Analysis, Strategic Partnerships, Start-ups
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
Westchester High School 1981 — 1985
brandmuscle December 2012 - Present
TradeOne January 2000 - Present
TradeOne Marketing 2000 - Present
Harbour Consulting Group January 2000 - January 2006
The Harbour Group 1996 - 2006
BSG Alliance January 1994 - January 1996
Coopers & Lybrand 1989 - 1994
Skills
Software Development, SaaS, Project Management, Microsoft SQL Server, Program Management, Agile Methodologies, SQL, JavaScript, Product Management, Web Applications, .NET, jQuery, Enterprise Architecture, Integration, Databases, Enterprise Software, Strategic Planning, HTML, Consulting, Management, Strategy, Business Analysis, Strategic Partnerships, Start-ups
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, General
Westchester High School 1981 — 1985
Kristin Biron Kristin Biron's Coopers & Lybrand Experience 1990 - 1993
Job Design/Brand Professional
Industry Graphic Design
Experience
IBM 1996 - Present
Andersen Consulting 1993 - 1994
Coopers & Lybrand 1990 - 1993
Gwinnett County 1985 - 1990
Skills
Layout, Advertising, User Interface Design, Graphic Design, User Experience, Creative Direction, Brand Development, Web Design, Corporate Branding, Content Management, Art Direction, Website Development, Email Marketing, Integrated Marketing, Management Consulting
Education
The University of Georgia 1979 — 1982
BFA, Graphic Design
IBM 1996 - Present
Andersen Consulting 1993 - 1994
Coopers & Lybrand 1990 - 1993
Gwinnett County 1985 - 1990
Skills
Layout, Advertising, User Interface Design, Graphic Design, User Experience, Creative Direction, Brand Development, Web Design, Corporate Branding, Content Management, Art Direction, Website Development, Email Marketing, Integrated Marketing, Management Consulting
Education
The University of Georgia 1979 — 1982
BFA, Graphic Design
Alan Salts's Coopers & Lybrand Experience 1987 - 1995
Job Executive Officer│Emphasis in Finance │ Strategic Business Partner
Industry Insurance
Experience
KBP Foods 2013 - Present
Lockton Companies 1999 - 2012
NPC International 1995 - 1999
Coopers & Lybrand 1987 - 1995
Skills
Senior Executive..., Capital Structure..., Global Management, Mergers, Acquisitions, Divestitures, Acquisition Integration, Banking Relationships, Investor Relations, Cross-functional Team..., Debt Restructuring, Negotiation, Private Equity Funding, Financial Reporting, Operating Systems, Mergers & Acquisitions, Risk Management, Strategic Financial..., Start-ups, Forecasting, Leadership, Accounting, Financial Planning, Budgets, Financial Analysis, Management, Finance
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Businss Administration
KBP Foods 2013 - Present
Lockton Companies 1999 - 2012
NPC International 1995 - 1999
Coopers & Lybrand 1987 - 1995
Skills
Senior Executive..., Capital Structure..., Global Management, Mergers, Acquisitions, Divestitures, Acquisition Integration, Banking Relationships, Investor Relations, Cross-functional Team..., Debt Restructuring, Negotiation, Private Equity Funding, Financial Reporting, Operating Systems, Mergers & Acquisitions, Risk Management, Strategic Financial..., Start-ups, Forecasting, Leadership, Accounting, Financial Planning, Budgets, Financial Analysis, Management, Finance
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Businss Administration
Thomas M. Mickey O'Neal, CPA Thomas M. Mickey O'Neal, CPA's Coopers & Lybrand Experience 1981 - 1985
Job Managing Partner at ThayerONeal, LLC
Industry Accounting
Experience
ThayerONeal, LLC June 2015 - Present
LL Bradford & Company, LLC March 2013 - May 2015
PMB Helin Donovan January 2010 - February 2013
Russell Bedford International 2010 - February 2013
Malone & Bailey October 2005 - November 2009
Triumph Healthcare January 2000 - December 2005
GLO CPAs September 2003 - October 2005
O'Neal CPA Group December 1990 - September 2003
Coopers & Lybrand 1981 - 1985
Weinstein, Spira & Company 1978 - 1981
Skills
Energy Industry, Construction, SEC filings, Auditing, Accounting, GAAP, Oilfield, Internal Controls, Financial Reporting, CPA, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, QuickBooks, Due Diligence, Tax Preparation, Mergers, IPO, General Ledger, Corporate Tax, Mergers & Acquisitions, Finance, Peachtree
Education
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1971 — 1973
ThayerONeal, LLC June 2015 - Present
LL Bradford & Company, LLC March 2013 - May 2015
PMB Helin Donovan January 2010 - February 2013
Russell Bedford International 2010 - February 2013
Malone & Bailey October 2005 - November 2009
Triumph Healthcare January 2000 - December 2005
GLO CPAs September 2003 - October 2005
O'Neal CPA Group December 1990 - September 2003
Coopers & Lybrand 1981 - 1985
Weinstein, Spira & Company 1978 - 1981
Skills
Energy Industry, Construction, SEC filings, Auditing, Accounting, GAAP, Oilfield, Internal Controls, Financial Reporting, CPA, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, QuickBooks, Due Diligence, Tax Preparation, Mergers, IPO, General Ledger, Corporate Tax, Mergers & Acquisitions, Finance, Peachtree
Education
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1971 — 1973
Geoffrey Kreiger Geoffrey Kreiger's Coopers & Lybrand Experience 1979 - 1986
Job Financial Controller at Longhorn Health Solutions
Industry Accounting
Experience
Longhorn Health Solutions November 2013 - Present
Geoffrey W. Kreiger, Accounting Consultant January 2003 - Present
Treaty Oaks Financial Services Corporation April 2006 - December 2006
TippingPoint Technologies August 2002 - December 2002
DTM Corporation October 1997 - September 2001
Austin Software Foundry, Inc. 1996 - 1997
Datamarine International 1988 - 1995
Adelphia Communications 1986 - 1988
Coopers & Lybrand 1979 - 1986
Weinstein Spira & Company 1975 - 1979
Skills
Accounting, Auditing, IPO, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Operations Management, Finance, Cost Accounting, Tax, Account Reconciliation, Accounts Receivable, QuickBooks, GAAP, CPA, US GAAP, Sarbanes-Oxley, Revenue Recognition, General Ledger, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1969 — 1974
BBA, Accounting
Reagan High School 1966 — 1969
Longhorn Health Solutions November 2013 - Present
Geoffrey W. Kreiger, Accounting Consultant January 2003 - Present
Treaty Oaks Financial Services Corporation April 2006 - December 2006
TippingPoint Technologies August 2002 - December 2002
DTM Corporation October 1997 - September 2001
Austin Software Foundry, Inc. 1996 - 1997
Datamarine International 1988 - 1995
Adelphia Communications 1986 - 1988
Coopers & Lybrand 1979 - 1986
Weinstein Spira & Company 1975 - 1979
Skills
Accounting, Auditing, IPO, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Operations Management, Finance, Cost Accounting, Tax, Account Reconciliation, Accounts Receivable, QuickBooks, GAAP, CPA, US GAAP, Sarbanes-Oxley, Revenue Recognition, General Ledger, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1969 — 1974
BBA, Accounting
Reagan High School 1966 — 1969
David Goettler's Coopers & Lybrand Experience September 1984 - November 1987
Job Goettler Associates, trusted advisors and resources for fundraising strategy and planning
Industry Philanthropy
Experience
Goettler Associates September 1987 - Present
Coopers & Lybrand September 1984 - November 1987
Coopers & Lybrand September 1984 - November 1987
Skills
Fundraising, Volunteer Management, Non-profits, Grants, Strategic Planning, Grant Writing, Social Media Marketing, Nonprofits, Event Management, Charities, Leadership Development, Non-profit Board..., Board Development, Philanthropy, Planned Giving, Marketing Communications, Board Governance, Public Relations, Program Management, Event Planning, Program Development, Non-profit Consulting, Budgets, Start-ups, Leadership, Strategic Partnerships, Non-profit..., Stewardship, Board Relations, Community Development, Annual Giving, Resource Development, Proposal Writing, Fundraisers, Non-profit Leadership, Strategic Communications, Sponsorship, Organizational..., Newsletters, Public Speaking
Education
Tulane University 1980 — 1984
BSM, Accounting
Upper Arlington 1978 — 1980
High school
Goettler Associates September 1987 - Present
Coopers & Lybrand September 1984 - November 1987
Coopers & Lybrand September 1984 - November 1987
Skills
Fundraising, Volunteer Management, Non-profits, Grants, Strategic Planning, Grant Writing, Social Media Marketing, Nonprofits, Event Management, Charities, Leadership Development, Non-profit Board..., Board Development, Philanthropy, Planned Giving, Marketing Communications, Board Governance, Public Relations, Program Management, Event Planning, Program Development, Non-profit Consulting, Budgets, Start-ups, Leadership, Strategic Partnerships, Non-profit..., Stewardship, Board Relations, Community Development, Annual Giving, Resource Development, Proposal Writing, Fundraisers, Non-profit Leadership, Strategic Communications, Sponsorship, Organizational..., Newsletters, Public Speaking
Education
Tulane University 1980 — 1984
BSM, Accounting
Upper Arlington 1978 — 1980
High school
Temple Turner Temple Turner's Coopers & Lybrand Experience June 1995 - January 1998
Job Tax Executive at EY
Industry Accounting
Experience
EY April 2014 - Present
Actavis Pharmaceuticals September 2008 - October 2013
Deloitte Tax February 1998 - September 2008
Coopers & Lybrand June 1995 - January 1998
Skills
Corporate Tax, SEC filings, Tax Accounting, Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, GAAP, Tax Research, Income Tax, US GAAP, Auditing, CPA, Sarbanes-Oxley, Tax Preparation, Financial Accounting, Tax Compliance, Mergers & Acquisitions, Transfer Pricing, ASC 740 Income Taxes
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1995
BBA & MPA, Accounting
EY April 2014 - Present
Actavis Pharmaceuticals September 2008 - October 2013
Deloitte Tax February 1998 - September 2008
Coopers & Lybrand June 1995 - January 1998
Skills
Corporate Tax, SEC filings, Tax Accounting, Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, GAAP, Tax Research, Income Tax, US GAAP, Auditing, CPA, Sarbanes-Oxley, Tax Preparation, Financial Accounting, Tax Compliance, Mergers & Acquisitions, Transfer Pricing, ASC 740 Income Taxes
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1995
BBA & MPA, Accounting
Geerten Michielse Geerten Michielse's Coopers & Lybrand Experience February 1985 — March 1987
Job Senior Economist (Tax Policy)
Industry International Affairs
Experience
International Monetary Fund January 2012 — Present
Center for Taxation and Public Governance September 2007 — Present
Utrecht University January 2005 — September 2011
International Monetary Fund November 1999 — October 2004
IBFD March 1996 — September 1999
Tilburg University April 1987 — February 1996
Loyens & Volkmaars 1987 — 1996
Coopers & Lybrand February 1985 — March 1987
Skills
International Tax, Comparative Tax Law, Tax Law legal Drafting, Tax Policy, Tax Law, Legal Writing, Policy, Corporate Law, Litigation, Government, Tax, Project Planning, Cross-border..., Development Economics, Mergers & Acquisitions, Governance, Corporate Governance, European Union, Research, Tax Advisory, Finance, International Law, International Relations, Public Speaking, Politics, Economics, Macroeconomics
Education
Tilburg University 1994 — 1994
Doctor of Philosophy (PhD), Tax Law/Taxation
Tilburg University 1978 — 1984
Drs, Economics (Taxation)
Cobbenhagencollege 1975 — 1982
VWO-B
International Monetary Fund January 2012 — Present
Center for Taxation and Public Governance September 2007 — Present
Utrecht University January 2005 — September 2011
International Monetary Fund November 1999 — October 2004
IBFD March 1996 — September 1999
Tilburg University April 1987 — February 1996
Loyens & Volkmaars 1987 — 1996
Coopers & Lybrand February 1985 — March 1987
Skills
International Tax, Comparative Tax Law, Tax Law legal Drafting, Tax Policy, Tax Law, Legal Writing, Policy, Corporate Law, Litigation, Government, Tax, Project Planning, Cross-border..., Development Economics, Mergers & Acquisitions, Governance, Corporate Governance, European Union, Research, Tax Advisory, Finance, International Law, International Relations, Public Speaking, Politics, Economics, Macroeconomics
Education
Tilburg University 1994 — 1994
Doctor of Philosophy (PhD), Tax Law/Taxation
Tilburg University 1978 — 1984
Drs, Economics (Taxation)
Cobbenhagencollege 1975 — 1982
VWO-B
Ray Dunaway's Coopers & Lybrand Experience February 1980 - July 1982
Job VicePresident at Management Soloutions International, Inc.
Industry Management Consulting
Experience
United States Coast Guard Auxiliary December 2006 - Present
Management Soloutions International, Inc. June 1990 - Present
Open Water Rowing Center 2010 - 2013
Tender Learning Centre 1987 - 1993
SRI International September 1982 - October 1984
Coopers & Lybrand February 1980 - July 1982
Bellamah Group September 1977 - December 1980
Skills
Management Consulting, Management, Manufacturing, Business, Consulting, Business Process..., Business Strategy, Change Management, Risk Management, Strategic Planning, Operations Management, Business Planning, Program Management, Start-ups, International Business, Strategy, Mergers & Acquisitions, Finance, Business Development, Entrepreneurship, Leadership, Executive Management, Cross-functional Team..., Organizational..., Turn Around Management, Leadership Development, Analysis, Team Building, Strategic Partnerships, Project Planning, Process Improvement
Education
Villanova University 2004 — 2004
Six Sigma Certificate, Quality Control
Coaches Training Institute 2001 — 2001
N/A, Life Coaching
The University of New Mexico - Robert O. Anderson School of Management 1968 — 1974
MBA, International Business, Operations, Finance
The University of New Mexico
BS, MBA, Operations Management and Supervision
United States Coast Guard Auxiliary December 2006 - Present
Management Soloutions International, Inc. June 1990 - Present
Open Water Rowing Center 2010 - 2013
Tender Learning Centre 1987 - 1993
SRI International September 1982 - October 1984
Coopers & Lybrand February 1980 - July 1982
Bellamah Group September 1977 - December 1980
Skills
Management Consulting, Management, Manufacturing, Business, Consulting, Business Process..., Business Strategy, Change Management, Risk Management, Strategic Planning, Operations Management, Business Planning, Program Management, Start-ups, International Business, Strategy, Mergers & Acquisitions, Finance, Business Development, Entrepreneurship, Leadership, Executive Management, Cross-functional Team..., Organizational..., Turn Around Management, Leadership Development, Analysis, Team Building, Strategic Partnerships, Project Planning, Process Improvement
Education
Villanova University 2004 — 2004
Six Sigma Certificate, Quality Control
Coaches Training Institute 2001 — 2001
N/A, Life Coaching
The University of New Mexico - Robert O. Anderson School of Management 1968 — 1974
MBA, International Business, Operations, Finance
The University of New Mexico
BS, MBA, Operations Management and Supervision
Todd Rein's Coopers & Lybrand Experience October 1993 - January 1996
Job VP of Engineering at Doculus
Industry Computer Software
Experience
Doculus September 2015 - Present
Can Do It August 2012 - January 2014
Adobe Systems Inc. December 2005 - August 2012
Macromedia May 2004 - December 2005
Interwoven October 2001 - May 2004
iHarvest March 2000 - October 2001
Xendrien Technologies January 1996 - March 2000
Coopers & Lybrand October 1993 - January 1996
TR Consulting 1992 - 1993
Geeks to Go 1992 - 1993
Skills
Web Applications, JavaScript, Flex, C++, Cross-functional Team..., XML, Product Development, HTML, Web Development, Architecture, ActionScript, Java
Education
Tulane University 1986 — 1990
BSM, Marketing
Doculus September 2015 - Present
Can Do It August 2012 - January 2014
Adobe Systems Inc. December 2005 - August 2012
Macromedia May 2004 - December 2005
Interwoven October 2001 - May 2004
iHarvest March 2000 - October 2001
Xendrien Technologies January 1996 - March 2000
Coopers & Lybrand October 1993 - January 1996
TR Consulting 1992 - 1993
Geeks to Go 1992 - 1993
Skills
Web Applications, JavaScript, Flex, C++, Cross-functional Team..., XML, Product Development, HTML, Web Development, Architecture, ActionScript, Java
Education
Tulane University 1986 — 1990
BSM, Marketing
Kurt Motogawa's Coopers & Lybrand Experience 1986 - 1987
Job Principal Consultant at 1 Step CFO
Industry Consumer Services
Experience
1 Step CFO 2013 - Present
Kids at Play Photography November 2003 - Present
TuneIn 2011 - 2013
BookRenter.com November 2009 - 2011
Stealth Startup December 2008 - November 2009
Hitachi Data Systems November 2006 - November 2008
Hewlett-Packard Co. 1989 - November 2006
KMM Inc, dba Probytes 1984 - 1989
Arthur Andersen 1987 - 1988
Coopers & Lybrand 1986 - 1987
Skills
Outsourcing, Treasury Management, Strategy, Acquisition Integration, Sarbanes-Oxley Act, Mergers, Start-ups, Forecasting, Financial Modeling, Cross-functional Team..., Business Planning, Working Capital..., Business Strategy, Process Improvement, Business Analysis, Executive Management, Business Intelligence, Six Sigma, Shared Services, Project Management, Strategic Financial..., Risk Management, Financial Reporting, Venture Capital, Supply Chain, Tax, Competitive Analysis, Auditing, Turn Around Management, Revenue Recognition, Financial Audits, Internal Controls, Due Diligence, SaaS, Restructuring, Mergers & Acquisitions, Program Management, Business Development, Management, CRM, Corporate Finance, Strategic Planning, Leadership, E-commerce, Analytics, Business Process, Analysis, Finance, Integration, Project Planning
Education
Iolani
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance and IS
Villanova University
Lean Six Sigma, Six Sigma
The University of Texas at Austin
BBA, Accounting, Taxation, and Svc Mgmt
1 Step CFO 2013 - Present
Kids at Play Photography November 2003 - Present
TuneIn 2011 - 2013
BookRenter.com November 2009 - 2011
Stealth Startup December 2008 - November 2009
Hitachi Data Systems November 2006 - November 2008
Hewlett-Packard Co. 1989 - November 2006
KMM Inc, dba Probytes 1984 - 1989
Arthur Andersen 1987 - 1988
Coopers & Lybrand 1986 - 1987
Skills
Outsourcing, Treasury Management, Strategy, Acquisition Integration, Sarbanes-Oxley Act, Mergers, Start-ups, Forecasting, Financial Modeling, Cross-functional Team..., Business Planning, Working Capital..., Business Strategy, Process Improvement, Business Analysis, Executive Management, Business Intelligence, Six Sigma, Shared Services, Project Management, Strategic Financial..., Risk Management, Financial Reporting, Venture Capital, Supply Chain, Tax, Competitive Analysis, Auditing, Turn Around Management, Revenue Recognition, Financial Audits, Internal Controls, Due Diligence, SaaS, Restructuring, Mergers & Acquisitions, Program Management, Business Development, Management, CRM, Corporate Finance, Strategic Planning, Leadership, E-commerce, Analytics, Business Process, Analysis, Finance, Integration, Project Planning
Education
Iolani
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance and IS
Villanova University
Lean Six Sigma, Six Sigma
The University of Texas at Austin
BBA, Accounting, Taxation, and Svc Mgmt
Michele Navratil's Coopers & Lybrand Experience 1993 - 1995
Job Senior Vice President, Finance at Patriot Bank
Industry Financial Services
Experience
Patriot Bank August 2010 - Present
Sanders Morris Harris Group January 2007 - May 2010
Texas State Bank 2006 - 2006
Amegy Bank 1999 - 2006
Fort Bend Federal Savings and Loan 1997 - 1999
Coopers & Lybrand 1993 - 1995
Ernst & Whinney 1986 - 1990
Education
The University of Texas at Austin 1982 — 1986
Patriot Bank August 2010 - Present
Sanders Morris Harris Group January 2007 - May 2010
Texas State Bank 2006 - 2006
Amegy Bank 1999 - 2006
Fort Bend Federal Savings and Loan 1997 - 1999
Coopers & Lybrand 1993 - 1995
Ernst & Whinney 1986 - 1990
Education
The University of Texas at Austin 1982 — 1986
Valerie DePiro's Coopers & Lybrand Experience September 1989 - February 1995
Job Independent Financial Consultant
Industry Financial Services
Experience
Capstone Advisory Group 2004 - 2011
FTI Consulting, Inc. 2000 - 2004
Geotek Communications 1995 - 1999
Coopers & Lybrand September 1989 - February 1995
Skills
Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Auditing, Private Equity, Mergers, Restructuring, Corporate Finance, Accounting, Budgets, Equities, Financial Modeling, Finance
Education
Tulane University 1987 — 1989
MBA, General Business
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA
Washington University in St. Louis 1983 — 1987
Bachelor of Arts (B.A.), Mathematics
Capstone Advisory Group 2004 - 2011
FTI Consulting, Inc. 2000 - 2004
Geotek Communications 1995 - 1999
Coopers & Lybrand September 1989 - February 1995
Skills
Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Auditing, Private Equity, Mergers, Restructuring, Corporate Finance, Accounting, Budgets, Equities, Financial Modeling, Finance
Education
Tulane University 1987 — 1989
MBA, General Business
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA
Washington University in St. Louis 1983 — 1987
Bachelor of Arts (B.A.), Mathematics
Nidhi Wadhwani's Coopers & Lybrand Experience August 1997 - April 1999
Job Project Manager
Industry Accounting
Experience
Intel Corp September 2011 - Present
Intel Corp August 2008 - December 2011
Intel Corporation December 2005 - August 2008
CIT Group September 2001 - December 2003
Koch Ventures August 2000 - August 2001
PricewaterhouseCoopers April 1999 - July 2000
Coopers & Lybrand August 1997 - April 1999
Skills
Financial Reporting, Financial Modeling, Forecasting, Process Improvement, SAP, Variance Analysis, Financial Forecasting, Program Management, Cross-functional Team..., Strategic Financial..., Finance, Corporate Finance, Analysis, Business Analysis, Strategy, Project Management, Data Analysis, Management Consulting, Microsoft Excel, Strategic Planning, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Master in Professional Accounting, Accounting
Intel Corp September 2011 - Present
Intel Corp August 2008 - December 2011
Intel Corporation December 2005 - August 2008
CIT Group September 2001 - December 2003
Koch Ventures August 2000 - August 2001
PricewaterhouseCoopers April 1999 - July 2000
Coopers & Lybrand August 1997 - April 1999
Skills
Financial Reporting, Financial Modeling, Forecasting, Process Improvement, SAP, Variance Analysis, Financial Forecasting, Program Management, Cross-functional Team..., Strategic Financial..., Finance, Corporate Finance, Analysis, Business Analysis, Strategy, Project Management, Data Analysis, Management Consulting, Microsoft Excel, Strategic Planning, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Master in Professional Accounting, Accounting
Sharmila Chatterjee Kassam's Coopers & Lybrand Experience 1995 - 1997
Job Deputy Chief Investment Officer at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas 2014 - Present
Employees Retirement System of Texas July 2013 - Present
Employees Retirement System of Texas November 2012 - June 2013
The Employees Retirement System of Texas 2008 - November 2012
Education/media startup company November 2006 - January 2008
Wilson Sonsini Goodrich & Rosati, P.C. September 2003 - November 2006
Globeset 1999 - 2000
Trilogy April 1999 - September 1999
Calendar Club 1997 - 1999
Coopers & Lybrand 1995 - 1997
Skills
Due Diligence, Analysis, Corporate Law, Mergers, Investments, Capital Markets, Corporate Governance, Private Equity, Start-ups, Process Improvement, Securities Regulation, Venture Capital, Hedge Funds, Strategy, Accounting, Auditing, Securities, Mergers & Acquisitions
Education
The University of Texas at Austin 2000 — 2003
J.D.
The University of Texas at Austin 1991 — 1995
BBA in Accounting, With Honors
Employees Retirement System of Texas 2014 - Present
Employees Retirement System of Texas July 2013 - Present
Employees Retirement System of Texas November 2012 - June 2013
The Employees Retirement System of Texas 2008 - November 2012
Education/media startup company November 2006 - January 2008
Wilson Sonsini Goodrich & Rosati, P.C. September 2003 - November 2006
Globeset 1999 - 2000
Trilogy April 1999 - September 1999
Calendar Club 1997 - 1999
Coopers & Lybrand 1995 - 1997
Skills
Due Diligence, Analysis, Corporate Law, Mergers, Investments, Capital Markets, Corporate Governance, Private Equity, Start-ups, Process Improvement, Securities Regulation, Venture Capital, Hedge Funds, Strategy, Accounting, Auditing, Securities, Mergers & Acquisitions
Education
The University of Texas at Austin 2000 — 2003
J.D.
The University of Texas at Austin 1991 — 1995
BBA in Accounting, With Honors
Holly Butler's Coopers & Lybrand Experience 1990 - 1993
Job Lead Controller at Saputo Dairy Foods, USA
Industry Wholesale
Experience
Saputo Dairy Foods, USA September 2013 - Present
Fossil Inc. July 2004 - September 2013
Tenet Healthcare February 1997 - July 2004
Trammell Crow Company February 1995 - February 1997
Coopers & Lybrand 1990 - 1993
Skills
SEC filings, Financial Reporting, Accounting, Consolidation, Internal Controls, Analysis, Managerial Finance, Forecasting, Auditing, Sarbanes-Oxley Act, Employee Engagement, Management, Process Improvement, Accounts Payable, Payroll, Account Reconciliation, Accounts Receivable, General Ledger, Finance, SAP, Project Planning, Leadership, Budgets, Variance Analysis, Employee Benefits, Fixed Assets, PeopleSoft, Income Statement, GAAP, US GAAP, Journal Entries
Education
The University of Texas at Dallas 1987 — 1990
Bachelor of Science (B.S.), Business with a Concentration in Accounting, 3.67
Plano Senior High School 1983 — 1986
Texas Society of CPAs
CPA, Certified Public Accountant
Saputo Dairy Foods, USA September 2013 - Present
Fossil Inc. July 2004 - September 2013
Tenet Healthcare February 1997 - July 2004
Trammell Crow Company February 1995 - February 1997
Coopers & Lybrand 1990 - 1993
Skills
SEC filings, Financial Reporting, Accounting, Consolidation, Internal Controls, Analysis, Managerial Finance, Forecasting, Auditing, Sarbanes-Oxley Act, Employee Engagement, Management, Process Improvement, Accounts Payable, Payroll, Account Reconciliation, Accounts Receivable, General Ledger, Finance, SAP, Project Planning, Leadership, Budgets, Variance Analysis, Employee Benefits, Fixed Assets, PeopleSoft, Income Statement, GAAP, US GAAP, Journal Entries
Education
The University of Texas at Dallas 1987 — 1990
Bachelor of Science (B.S.), Business with a Concentration in Accounting, 3.67
Plano Senior High School 1983 — 1986
Texas Society of CPAs
CPA, Certified Public Accountant
Jeff Hockersmith's Coopers & Lybrand Experience January 1991 - March 1995
Job Vice President, CFO and Treasurer at Union Standard Insurance Group (a W. R. Berkley Company)
Industry Insurance
Experience
Union Standard Insurance Group (a W. R. Berkley Company) March 2013 - Present
QBE Americas, Inc. March 2011 - February 2013
RenRe Insurance (a RenaissanceRe company) July 2007 - February 2011
GE Insurance Solutions (a General Electric company) April 1995 - June 2007
Coopers & Lybrand January 1991 - March 1995
Laventhol & Horwath November 1989 - December 1990
Koch Industries May 1989 - November 1989
Skills
Underwriting, Reinsurance, Insurance, Risk Management, Auditing, Sarbanes-Oxley Act, Financial Risk, Sales, Financial Analysis, Financial Reporting, Enterprise Risk..., Property & Casualty..., Process Improvement, Accounting, General Insurance
Education
University of Kansas 1985 — 1989
Bachelor of Science in Accounting and Business Administration, Accounting and Business Administration
Union Standard Insurance Group (a W. R. Berkley Company) March 2013 - Present
QBE Americas, Inc. March 2011 - February 2013
RenRe Insurance (a RenaissanceRe company) July 2007 - February 2011
GE Insurance Solutions (a General Electric company) April 1995 - June 2007
Coopers & Lybrand January 1991 - March 1995
Laventhol & Horwath November 1989 - December 1990
Koch Industries May 1989 - November 1989
Skills
Underwriting, Reinsurance, Insurance, Risk Management, Auditing, Sarbanes-Oxley Act, Financial Risk, Sales, Financial Analysis, Financial Reporting, Enterprise Risk..., Property & Casualty..., Process Improvement, Accounting, General Insurance
Education
University of Kansas 1985 — 1989
Bachelor of Science in Accounting and Business Administration, Accounting and Business Administration
Jim Welch's Coopers & Lybrand Experience September 1988 - June 1996
Job President at Lucid Holdings
Industry Information Technology and Services
Experience
Lucid Holdings January 2015 - Present
Motorola Solutions January 2006 - October 2014
Wireless Valley January 2004 - December 2005
Metrowerks September 1996 - December 2003
Coopers & Lybrand September 1988 - June 1996
Skills
Product Management, Strategic Partnerships, Wireless, Go-to-market Strategy, Product Marketing, Mobile Devices, Start-ups, Competitive Analysis, Cross-functional Team..., Solution Selling, Business Development, Leadership, Sales, SaaS, Program Management, Channel Partners, Strategy, Management, Team Leadership, Enterprise Software
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Lucid Holdings January 2015 - Present
Motorola Solutions January 2006 - October 2014
Wireless Valley January 2004 - December 2005
Metrowerks September 1996 - December 2003
Coopers & Lybrand September 1988 - June 1996
Skills
Product Management, Strategic Partnerships, Wireless, Go-to-market Strategy, Product Marketing, Mobile Devices, Start-ups, Competitive Analysis, Cross-functional Team..., Solution Selling, Business Development, Leadership, Sales, SaaS, Program Management, Channel Partners, Strategy, Management, Team Leadership, Enterprise Software
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Mark Du Four's Coopers & Lybrand Experience June 1986 - July 1991
Job Managing Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
Jon Glazman's Coopers & Lybrand Experience 1979 - 1987
Job member, Smith Leonard PLLC
Industry Accounting
Experience
Smith Leonard PLLC January 2007 - Present
PAN 2012 - 2013
BDO Seidman, LLP 1988 - 2006
Coopers & Lybrand 1979 - 1987
Education
The University of Georgia 1967 — 1972
Master's degree, Accounting
University of Georgia - Terry College of Business 1967 — 1972
Bachelor of Business Administration (B.B.A.), Accounting
Smith Leonard PLLC January 2007 - Present
PAN 2012 - 2013
BDO Seidman, LLP 1988 - 2006
Coopers & Lybrand 1979 - 1987
Education
The University of Georgia 1967 — 1972
Master's degree, Accounting
University of Georgia - Terry College of Business 1967 — 1972
Bachelor of Business Administration (B.B.A.), Accounting
Shirley Coleman's Coopers & Lybrand Experience 1977 - 1979
Job Independent Financial Services Professional
Industry Financial Services
Experience
Prime Cable 1985 - 1997
Carbomedics 1982 - 1985
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at Austin - Red McCombs School of Business 1975 — 1977
BBA, Accounting
Prime Cable 1985 - 1997
Carbomedics 1982 - 1985
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at Austin - Red McCombs School of Business 1975 — 1977
BBA, Accounting
Dwayne M Brown's Coopers & Lybrand Experience September 1981 - May 1987
Job Senior Associate Chief Accountant at US Securities & Exchange Commission
Industry Accounting
Experience
US Securities & Exchange Commission, Division of Enforcement July 1989 - Present
U.S. SEC, Division of Corporation Finance July 1987 - July 1989
Coopers & Lybrand September 1981 - May 1987
Skills
Auditing, SEC filings, Financial Reporting, Internal Controls, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Forensic Accounting, Corporate Governance, Securities Regulation, Fraud, Securities
Education
The University of Texas at Austin 1978 — 1981
BBA, Accounting & Finance
Washington University in St. Louis 1977 — 1978
Civil Engineering
US Securities & Exchange Commission, Division of Enforcement July 1989 - Present
U.S. SEC, Division of Corporation Finance July 1987 - July 1989
Coopers & Lybrand September 1981 - May 1987
Skills
Auditing, SEC filings, Financial Reporting, Internal Controls, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Forensic Accounting, Corporate Governance, Securities Regulation, Fraud, Securities
Education
The University of Texas at Austin 1978 — 1981
BBA, Accounting & Finance
Washington University in St. Louis 1977 — 1978
Civil Engineering
Bill Gibson, CPA's Coopers & Lybrand Experience January 1989 - July 1990
Job Financial Executive
Industry Information Technology and Services
Experience
Edwards Project Solutions January 2015 - Present
Applied Network Solutions Inc., November 2012 - August 2014
Maricom Systems January 2004 - July 2012
Matcom November 2002 - December 2003
Savantage Solutions January 2001 - October 2002
CareFirst BlueCross BlueShield August 1990 - December 2000
Coopers & Lybrand January 1989 - July 1990
Prosystems July 1982 - December 1988
Skills
Financial Reporting, Banking Relationships, Strategic Planning, Key Performance..., Internal Controls..., Cost Accounting, Accounting Operations, Earned Value Management, Microsoft Office, Microsoft Excel, Pricing, Microsoft Word, Government Contract..., Ad-hoc Financial..., Certified Public..., DCAA Audit Coordination, JAMIS Financial Suite, Cognos Impromptu, Microsoft Access, Quickbooks
Education
Towson University 1983 — 1987
BS, Business Administration
Edwards Project Solutions January 2015 - Present
Applied Network Solutions Inc., November 2012 - August 2014
Maricom Systems January 2004 - July 2012
Matcom November 2002 - December 2003
Savantage Solutions January 2001 - October 2002
CareFirst BlueCross BlueShield August 1990 - December 2000
Coopers & Lybrand January 1989 - July 1990
Prosystems July 1982 - December 1988
Skills
Financial Reporting, Banking Relationships, Strategic Planning, Key Performance..., Internal Controls..., Cost Accounting, Accounting Operations, Earned Value Management, Microsoft Office, Microsoft Excel, Pricing, Microsoft Word, Government Contract..., Ad-hoc Financial..., Certified Public..., DCAA Audit Coordination, JAMIS Financial Suite, Cognos Impromptu, Microsoft Access, Quickbooks
Education
Towson University 1983 — 1987
BS, Business Administration
Ron Allison's Coopers & Lybrand Experience July 1988 - September 2004
Job Office Manager and Head Geek
Industry Computer Networking
Experience
Lisa Allison - National Sales Director for Mary Kay October 2010 - Present
AT&T June 2004 - October 2010
Coopers & Lybrand July 1988 - September 2004
INX September 2000 - May 2004
GE Capital IT Solutions February 1998 - September 2000
Strategic Network Consulting April 1996 - January 1998
Network Integration Solutions September 1995 - April 1996
Vanstar Corp September 1994 - September 1995
Skills
Networking, Managed Services, MySQL, Cisco Technologies, CSS, Telephony, MPLS, Enterprise Software, Management, VoIP, PHP, Telecommunications, Cloud Computing, Unified Communications, IP, Data Center
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
BBA, Accounting
Lisa Allison - National Sales Director for Mary Kay October 2010 - Present
AT&T June 2004 - October 2010
Coopers & Lybrand July 1988 - September 2004
INX September 2000 - May 2004
GE Capital IT Solutions February 1998 - September 2000
Strategic Network Consulting April 1996 - January 1998
Network Integration Solutions September 1995 - April 1996
Vanstar Corp September 1994 - September 1995
Skills
Networking, Managed Services, MySQL, Cisco Technologies, CSS, Telephony, MPLS, Enterprise Software, Management, VoIP, PHP, Telecommunications, Cloud Computing, Unified Communications, IP, Data Center
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
BBA, Accounting
Dexter Congbalay's Coopers & Lybrand Experience August 1989 - August 1996
Job VP, Investor Relations at Mondelez International
Industry Food & Beverages
Experience
Mondelez International April 2009 - Present
Kraft Foods April 2006 - April 2009
GE Plastics May 2002 - April 2006
AT&T 1996 - 2002
Coopers & Lybrand August 1989 - August 1996
Center for Strategic and International Studies 1987 - 1989
Education
Tufts University 1983 — 1987
Bachelor of Arts (BA), Political Science and Economics
Mondelez International April 2009 - Present
Kraft Foods April 2006 - April 2009
GE Plastics May 2002 - April 2006
AT&T 1996 - 2002
Coopers & Lybrand August 1989 - August 1996
Center for Strategic and International Studies 1987 - 1989
Education
Tufts University 1983 — 1987
Bachelor of Arts (BA), Political Science and Economics
Terry Purchal's Coopers & Lybrand Experience 1993 - 1996
Job Vice President Transaction Management at Chase
Industry Financial Services
Experience
Chase 2014 - Present
Purchal CPA, LLC 2013 - 2013
Newbold Advisors 2012 - 2013
Vericrest Financial, Inc. 2011 - 2012
Hudson Advisors / Lone Star Funds 2009 - 2010
T Bank 2008 - 2009
Bear Stearns 2001 - 2007
Bear Stearns 1995 - 2001
Coopers & Lybrand 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Nebraska-Lincoln 1987 — 1990
BS, Accounting and Finance
Chase 2014 - Present
Purchal CPA, LLC 2013 - 2013
Newbold Advisors 2012 - 2013
Vericrest Financial, Inc. 2011 - 2012
Hudson Advisors / Lone Star Funds 2009 - 2010
T Bank 2008 - 2009
Bear Stearns 2001 - 2007
Bear Stearns 1995 - 2001
Coopers & Lybrand 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Nebraska-Lincoln 1987 — 1990
BS, Accounting and Finance
Janet Saar's Coopers & Lybrand Experience August 1992 - May 1997
Job Treasurer & Controller at Borsheim Jewelry Co. Inc
Industry Retail
Experience
Borsheim Jewelry Co. Inc June 1997 - Present
Coopers & Lybrand August 1992 - May 1997
Mutual of Omaha June 1987 - August 1992
Education
The University of South Dakota 1983 — 1987
Bachelor of Science (BS), Accounting
Borsheim Jewelry Co. Inc June 1997 - Present
Coopers & Lybrand August 1992 - May 1997
Mutual of Omaha June 1987 - August 1992
Education
The University of South Dakota 1983 — 1987
Bachelor of Science (BS), Accounting
Sheri Paleka's Coopers & Lybrand Experience September 1989 - April 1992
Job Director of Strategic Planning at HarleyDavidson Financial Services
Industry Financial Services
Experience
Harley-Davidson Financial Services AVP in AccountingHousehold InternationalApril 1992 - April 1998
Coopers & Lybrand September 1989 - April 1992
Skills
Financial Modeling, Financial Analysis, Finance, Forecasting, Strategic Planning
Education
The University of Chicago Booth School of Business 1995 — 1999
University of Iowa 1985 — 1989
BBA, Accounting
Harley-Davidson Financial Services AVP in AccountingHousehold InternationalApril 1992 - April 1998
Coopers & Lybrand September 1989 - April 1992
Skills
Financial Modeling, Financial Analysis, Finance, Forecasting, Strategic Planning
Education
The University of Chicago Booth School of Business 1995 — 1999
University of Iowa 1985 — 1989
BBA, Accounting
Rob Wulf's Coopers & Lybrand Experience 1992 - 1995
Job SVP Operations, UHC Global
Industry Insurance
Experience
UnitedHealth Group February 2014 - Present
UMR, a UnitedHealthcare company November 2008 - January 2014
United Healthcare 2005 - 2008
Fiserv Health 2003 - 2004
Wausau Benefits 2002 - 2003
Motorola 2000 - 2002
Motorola 1998 - 2000
Motorola 1995 - 1998
Coopers & Lybrand 1992 - 1995
Skills
Health Insurance, Process Improvement, Insurance, Mergers & Acquisitions, Cross-functional Team..., Financial Reporting, Mergers, Vendor Management
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance & Strategy
University of Notre Dame 1988 — 1992
BBA, Accounting
Merrill High School
UnitedHealth Group February 2014 - Present
UMR, a UnitedHealthcare company November 2008 - January 2014
United Healthcare 2005 - 2008
Fiserv Health 2003 - 2004
Wausau Benefits 2002 - 2003
Motorola 2000 - 2002
Motorola 1998 - 2000
Motorola 1995 - 1998
Coopers & Lybrand 1992 - 1995
Skills
Health Insurance, Process Improvement, Insurance, Mergers & Acquisitions, Cross-functional Team..., Financial Reporting, Mergers, Vendor Management
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance & Strategy
University of Notre Dame 1988 — 1992
BBA, Accounting
Merrill High School
Kimberlee Phelan's Coopers & Lybrand Experience February 1993 - December 1996
Job Tax Partner
Industry Accounting
Experience
HLB International 2002 - Present
WithumSmith+Brown, PC January 1997 - Present
American Repertory Ballet January 2009 - April 2011
Coopers & Lybrand February 1993 - December 1996
Price Waterhouse June 1990 - February 1993
Skills
Tax Advisory, Tax Accounting, Tax Preparation, Tax Returns, Expatriate Tax, Tax Research, Tax Law, Financial Planners, International Tax..., Auditing, CPA, State Tax, Partnership Taxation, Accountants, Due Diligence, Transfer Pricing, US GAAP, Financial Planning, Multi-state tax returns, State Tax Planning, International Tax
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance & Accounting
Wellesley College 1983 — 1987
BA, International Relations, Economics
HLB International 2002 - Present
WithumSmith+Brown, PC January 1997 - Present
American Repertory Ballet January 2009 - April 2011
Coopers & Lybrand February 1993 - December 1996
Price Waterhouse June 1990 - February 1993
Skills
Tax Advisory, Tax Accounting, Tax Preparation, Tax Returns, Expatriate Tax, Tax Research, Tax Law, Financial Planners, International Tax..., Auditing, CPA, State Tax, Partnership Taxation, Accountants, Due Diligence, Transfer Pricing, US GAAP, Financial Planning, Multi-state tax returns, State Tax Planning, International Tax
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance & Accounting
Wellesley College 1983 — 1987
BA, International Relations, Economics
Tom Kurey's Coopers & Lybrand Experience 1988 - 1992
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Cathleen Hall's Coopers & Lybrand Experience January 1991 - June 1998
Job Assurance Technology Relationship Leader at PwC
Industry Information Technology and Services
Experience
PwC January 2011 - Present
PwC January 2009 - December 2010
PricewaterhouseCoopers July 1998 - December 2008
Coopers & Lybrand January 1991 - June 1998
Ted Britt Ford 1986 - January 1991
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., IT Audit, Internal Audit, SAS70, Risk Management, Assurance, Governance, CISA, COSO, External Audit, Financial Reporting, SEC filings, Sarbanes-Oxley, US GAAP, SEC Filings
Education
The University of Georgia 1989 — 1991
MAcc, Accounting
University of Georgia - Terry College of Business 1989 — 1991
MAcc, Accounting/Systems
St. Andrews Presbyterian College 1986 — 1989
BA, Business, Economics, Accounting, IT
PwC January 2011 - Present
PwC January 2009 - December 2010
PricewaterhouseCoopers July 1998 - December 2008
Coopers & Lybrand January 1991 - June 1998
Ted Britt Ford 1986 - January 1991
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., IT Audit, Internal Audit, SAS70, Risk Management, Assurance, Governance, CISA, COSO, External Audit, Financial Reporting, SEC filings, Sarbanes-Oxley, US GAAP, SEC Filings
Education
The University of Georgia 1989 — 1991
MAcc, Accounting
University of Georgia - Terry College of Business 1989 — 1991
MAcc, Accounting/Systems
St. Andrews Presbyterian College 1986 — 1989
BA, Business, Economics, Accounting, IT
Janet Horowitz Knoll's Coopers & Lybrand Experience January 1989 - April 1995
Job Software Application Developer at Emory Healthcare
Industry Hospital & Health Care
Experience
Emory Healthcare April 1995 - Present
Coopers & Lybrand January 1989 - April 1995
NCR July 1987 - December 1988
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
BBA, Management Information Systems
Emory Healthcare April 1995 - Present
Coopers & Lybrand January 1989 - April 1995
NCR July 1987 - December 1988
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
BBA, Management Information Systems
David Gruener's Coopers & Lybrand Experience 1988 - 1991
Job Sr. Vice President and CFO at St. Luke's Health System, Catholic Health Initiatives
Industry Hospital & Health Care
Experience
St. Luke's Episcopal Health System 1991 - Present
Coopers & Lybrand 1988 - 1991
Melton & Melton, LLP 1984 - 1988
Skills
Internal Audit, Financial Reporting, Process Improvement, Accounting, Auditing, Healthcare Information..., Hospitals, Healthcare Management, Revenue Cycle, Healthcare, Financial Accounting, EHR, Healthcare Consulting, EMR
Education
The University of Texas at Austin 1980 — 1983
St. Luke's Episcopal Health System 1991 - Present
Coopers & Lybrand 1988 - 1991
Melton & Melton, LLP 1984 - 1988
Skills
Internal Audit, Financial Reporting, Process Improvement, Accounting, Auditing, Healthcare Information..., Hospitals, Healthcare Management, Revenue Cycle, Healthcare, Financial Accounting, EHR, Healthcare Consulting, EMR
Education
The University of Texas at Austin 1980 — 1983
Geraldine Brandt's Coopers & Lybrand Experience 1979 - 1983
Job Senior Accountant at Gary and Mary West Foundation
Industry Accounting
Experience
Gary and Mary West Foundation November 2010 - Present
Resources Global Professionals 2006 - November 2010
SAIC 1984 - 2006
Oak Industries 1983 - 1984
Coopers & Lybrand 1979 - 1983
Education
University of Texas at Arlington 1973 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Gary and Mary West Foundation November 2010 - Present
Resources Global Professionals 2006 - November 2010
SAIC 1984 - 2006
Oak Industries 1983 - 1984
Coopers & Lybrand 1979 - 1983
Education
University of Texas at Arlington 1973 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Steve Gautier's Coopers & Lybrand Experience January 1990 - March 1996
Job Owner at Next Page LLC
Industry Accounting
Experience
Next Page LLC March 2014 - Present
Ernst & Young October 2003 - March 2014
EY June 1998 - October 2003
KPMG US April 1996 - June 1998
Coopers & Lybrand January 1990 - March 1996
Skills
Internal Audit, Management, Information Technology, Technology Management, Technology Change..., Strategic Technology..., Enterprise Software, Enterprise Architecture, Risk Management, Technology Governance, Project Management, Strategic Planning, IT Financial Management, Corporate Finance, Financial Analysis, Enterprise Risk..., US GAAP, Sarbanes-Oxley Act, IT Audit, GAAP
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, Accounting
Next Page LLC March 2014 - Present
Ernst & Young October 2003 - March 2014
EY June 1998 - October 2003
KPMG US April 1996 - June 1998
Coopers & Lybrand January 1990 - March 1996
Skills
Internal Audit, Management, Information Technology, Technology Management, Technology Change..., Strategic Technology..., Enterprise Software, Enterprise Architecture, Risk Management, Technology Governance, Project Management, Strategic Planning, IT Financial Management, Corporate Finance, Financial Analysis, Enterprise Risk..., US GAAP, Sarbanes-Oxley Act, IT Audit, GAAP
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (BBA), Management Information Systems, Accounting
Allison Pyle's Coopers & Lybrand Experience September 1984 - May 1987
Job CoFounder, CFO at WaterFleet LLC
Industry Machinery
Experience
WaterFleet LLC January 2014 - Present
Steelhead, Inc. March 1996 - Present
USAA March 1992 - March 1996
West Telemarketing May 1990 - March 1992
Alamo Savings Association June 1987 - 1988
Coopers & Lybrand September 1984 - May 1987
Skills
Policy, Auditing, Accounting, Financial Reporting, Strategic Planning, Team Building, Management, New Business Development, Contract Negotiation, Customer Service, Leadership, Sales, Budgets, Business Development
Education
The University of Texas at Austin 1980 — 1984
BBA, Accounting
WaterFleet LLC January 2014 - Present
Steelhead, Inc. March 1996 - Present
USAA March 1992 - March 1996
West Telemarketing May 1990 - March 1992
Alamo Savings Association June 1987 - 1988
Coopers & Lybrand September 1984 - May 1987
Skills
Policy, Auditing, Accounting, Financial Reporting, Strategic Planning, Team Building, Management, New Business Development, Contract Negotiation, Customer Service, Leadership, Sales, Budgets, Business Development
Education
The University of Texas at Austin 1980 — 1984
BBA, Accounting
Todd Hayataka's Coopers & Lybrand Experience 1979 - 1981
Job VP Sales Admin & Finance at Fox Technologies, Inc.
Industry Accounting
Experience
Fox Technologies, Inc. October 2014 - Present
Super Service Holdings, LLC 2008 - October 2014
The Iserv Company 2005 - 2008
Meridian Automotive Systems 2004 - 2005
Tower Automotive 2001 - 2004
Rightsource Group, LLC 2000 - 2001
The Hager Group, Inc. 1996 - 2000
Gantos 1991 - 1996
Hall-Mark Electronics 1981 - 1988
Coopers & Lybrand 1979 - 1981
Skills
Financial Reporting, Accounting, Finance, Management, Accounts Payable, Process Improvement, Payroll, Leadership, Cash Management, Tax, Financial Analysis, CPA, General Ledger
Education
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Fox Technologies, Inc. October 2014 - Present
Super Service Holdings, LLC 2008 - October 2014
The Iserv Company 2005 - 2008
Meridian Automotive Systems 2004 - 2005
Tower Automotive 2001 - 2004
Rightsource Group, LLC 2000 - 2001
The Hager Group, Inc. 1996 - 2000
Gantos 1991 - 1996
Hall-Mark Electronics 1981 - 1988
Coopers & Lybrand 1979 - 1981
Skills
Financial Reporting, Accounting, Finance, Management, Accounts Payable, Process Improvement, Payroll, Leadership, Cash Management, Tax, Financial Analysis, CPA, General Ledger
Education
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Carl Paschetag's Coopers & Lybrand Experience 1982 - 1985
Job Partner at Tatum LLC
Industry Executive Office
Experience
Tatum LLC 2011 - Present
TMC Services, Inc. 2010 - 2011
Self employed 2008 - 2010
TRC Companies, Inc. 2006 - 2008
Clean Harbors 1997 - 2006
CERA 1994 - 1997
Draka Holding, N.V. 1988 - 1994
KPMG 1986 - 1988
Main Street Computer Company 1985 - 1986
Coopers & Lybrand 1982 - 1985
Skills
Financial Reporting, Internal Controls, Mergers
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Tatum LLC 2011 - Present
TMC Services, Inc. 2010 - 2011
Self employed 2008 - 2010
TRC Companies, Inc. 2006 - 2008
Clean Harbors 1997 - 2006
CERA 1994 - 1997
Draka Holding, N.V. 1988 - 1994
KPMG 1986 - 1988
Main Street Computer Company 1985 - 1986
Coopers & Lybrand 1982 - 1985
Skills
Financial Reporting, Internal Controls, Mergers
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Kurt Beall's Coopers & Lybrand Experience August 1988 - February 1992
Job Vice President, Chief Audit Executive at The Neiman Marcus Group
Industry Retail
Experience
The Neiman Marcus Group February 1992 - Present
Coopers & Lybrand August 1988 - February 1992
Education
The University of Texas at Austin 1983 — 1988
BBA, Accounting
The Neiman Marcus Group February 1992 - Present
Coopers & Lybrand August 1988 - February 1992
Education
The University of Texas at Austin 1983 — 1988
BBA, Accounting
Jeff Klausner's Coopers & Lybrand Experience 1993 - 1996
Job Chief Accounting Officer at Capital Brands, LLC
Industry Telecommunications
Experience
Capital Brands, LLC 2015 - Present
Klausner Consulting Group 2006 - Present
Mandalay Digital Group, Inc. 2013 - 2014
Sherwood Partners, LLC 2010 - 2013
RazorGator January 2010 - December 2010
InfoSonics June 2003 - January 2010
Cable & Wireless (formerly Digital Island/Sandpiper Networks) 1999 - 2003
STV Communications 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Financial Analysis, Mergers, Strategic Planning, Entrepreneurship, Negotiation, Financial Modeling, Due Diligence, Business Strategy, Start-ups, Venture Capital, Strategic Partnerships, Financial Reporting, Accounting, Corporate Development, Business Development, Forecasting, Corporate Finance, Acquisition Integration, Strategy, Investor Relations, Private Equity, IPO, Restructuring, Valuation, Mergers & Acquisitions, Executive Management
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
Bachelor of Science in Management, Accounting and Finance
Capital Brands, LLC 2015 - Present
Klausner Consulting Group 2006 - Present
Mandalay Digital Group, Inc. 2013 - 2014
Sherwood Partners, LLC 2010 - 2013
RazorGator January 2010 - December 2010
InfoSonics June 2003 - January 2010
Cable & Wireless (formerly Digital Island/Sandpiper Networks) 1999 - 2003
STV Communications 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Financial Analysis, Mergers, Strategic Planning, Entrepreneurship, Negotiation, Financial Modeling, Due Diligence, Business Strategy, Start-ups, Venture Capital, Strategic Partnerships, Financial Reporting, Accounting, Corporate Development, Business Development, Forecasting, Corporate Finance, Acquisition Integration, Strategy, Investor Relations, Private Equity, IPO, Restructuring, Valuation, Mergers & Acquisitions, Executive Management
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
Bachelor of Science in Management, Accounting and Finance
Martin Sheppey's Coopers & Lybrand Experience 1987 - 1990
Job Director Global Mobility at BlackRock
Industry Financial Services
Experience
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
Jim Nickolas's Coopers & Lybrand Experience January 1994 - July 1997
Job Chief Financial Officer Caterpillar Global Mining
Industry Financial Services
Experience
Caterpillar Global Mining January 2013 - Present
Caterpillar Inc. January 2011 - December 2012
Caterpillar October 2008 - January 2011
J.P. Morgan Securities Inc. September 2001 - June 2008
Coopers & Lybrand January 1994 - July 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Mergers, Due Diligence, M&A experience, Financial Analysis, Strategic Planning, Banking, Budgets, Investments, Acquisitions, Deal Sourcing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Chicago Law School 1997 — 2001
JD
University of Illinois at Urbana-Champaign 1991 — 1994
B.S., Accounting
Caterpillar Global Mining January 2013 - Present
Caterpillar Inc. January 2011 - December 2012
Caterpillar October 2008 - January 2011
J.P. Morgan Securities Inc. September 2001 - June 2008
Coopers & Lybrand January 1994 - July 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Mergers, Due Diligence, M&A experience, Financial Analysis, Strategic Planning, Banking, Budgets, Investments, Acquisitions, Deal Sourcing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Chicago Law School 1997 — 2001
JD
University of Illinois at Urbana-Champaign 1991 — 1994
B.S., Accounting
Mauro Ganzon's Coopers & Lybrand Experience August 1991 - May 1993
Job Family Physician at Wise Clinical Care Associates
Industry Medical Practice
Experience
Wise Clinical Care Associates February 2011 - Present
Family Physician in Private Practive November 2004 - January 2011
Family Physician in Private Practice August 2003 - November 2004
John Peter Smith Hospital June 2000 - June 2003
Coopers & Lybrand August 1991 - May 1993
Skills
Healthcare Information..., Social Media, Healthcare, Family Medicine, Hospitals
Education
The University of Texas Southwestern Medical School 1995 — 2000
MD, Medicine
The University of Texas at Austin 1986 — 1991
BBA/MPA, Accounting
Denver City High School 1982 — 1986
High School diploma
Wise Clinical Care Associates February 2011 - Present
Family Physician in Private Practive November 2004 - January 2011
Family Physician in Private Practice August 2003 - November 2004
John Peter Smith Hospital June 2000 - June 2003
Coopers & Lybrand August 1991 - May 1993
Skills
Healthcare Information..., Social Media, Healthcare, Family Medicine, Hospitals
Education
The University of Texas Southwestern Medical School 1995 — 2000
MD, Medicine
The University of Texas at Austin 1986 — 1991
BBA/MPA, Accounting
Denver City High School 1982 — 1986
High School diploma
Elias Bouzakis's Coopers & Lybrand Experience July 1992 - July 1995
Job SVP, Director
Industry Banking
Experience
CapitalSource (a division of Pacific Western Bank) September 2005 - Present
Potomac Supply Corporation January 2005 - September 2005
Phillip Morris USA December 2003 - December 2004
Delta plc September 1998 - December 2003
CIGNA July 1995 - September 1998
Coopers & Lybrand July 1992 - July 1995
Skills
Asset Based Lending, Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Risk Management, Private Equity, Financial Reporting, Portfolio Management, Accounting
Education
University of Connecticut 1998 — 2001
BS, Accounting
The University of Connecticut School of Business 1988 — 1991
BS, Accounting
CapitalSource (a division of Pacific Western Bank) September 2005 - Present
Potomac Supply Corporation January 2005 - September 2005
Phillip Morris USA December 2003 - December 2004
Delta plc September 1998 - December 2003
CIGNA July 1995 - September 1998
Coopers & Lybrand July 1992 - July 1995
Skills
Asset Based Lending, Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Risk Management, Private Equity, Financial Reporting, Portfolio Management, Accounting
Education
University of Connecticut 1998 — 2001
BS, Accounting
The University of Connecticut School of Business 1988 — 1991
BS, Accounting
Gerald F. Murphy's Coopers & Lybrand Experience September 1983 - June 1984
Job Educator
Industry Higher Education
Experience
Capital Community College August 2012 - Present
University of Bridgeport January 2009 - June 2012
South East Consortium for International Development December 2005 - July 2008
The World Bank May 2007 - July 2007
University of Connecticut June 1986 - December 2005
Travelers Insurance August 1984 - May 1986
Coopers & Lybrand September 1983 - June 1984
Save the Children Federation September 1979 - January 1982
Peace Corps June 1974 - November 1976
Skills
Internal Audit, Audit, Financial Reporting, IFRS, SOX, GAAP, Internal Controls, Cost, Account Management, Accounting, Financial Accounting, US GAAP, Auditing, COSO, External Audit, Risk, Financial Risk, Budgets, Management
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Accounting
The University of Connecticut Neag School of Education
Ph.D. (pending), International & Comparative Education
University of Connecticut
BA, History, Music
Capital Community College August 2012 - Present
University of Bridgeport January 2009 - June 2012
South East Consortium for International Development December 2005 - July 2008
The World Bank May 2007 - July 2007
University of Connecticut June 1986 - December 2005
Travelers Insurance August 1984 - May 1986
Coopers & Lybrand September 1983 - June 1984
Save the Children Federation September 1979 - January 1982
Peace Corps June 1974 - November 1976
Skills
Internal Audit, Audit, Financial Reporting, IFRS, SOX, GAAP, Internal Controls, Cost, Account Management, Accounting, Financial Accounting, US GAAP, Auditing, COSO, External Audit, Risk, Financial Risk, Budgets, Management
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Accounting
The University of Connecticut Neag School of Education
Ph.D. (pending), International & Comparative Education
University of Connecticut
BA, History, Music
Alicia Galaviz Lester's Coopers & Lybrand Experience June 1997 - August 1998
Job Accounting Professional & COO at The Lester Household
Industry Accounting
Experience
The Greater Austin-San Antonio Corridor Council May 2012 - March 2014
Lone Star Rail District May 2012 - March 2014
PMB Helin Donovan August 2011 - May 2012
PMB Helin Donovan January 2008 - April 2011
Travis County 2001 - 2008
PricewaterhouseCoopers August 1999 - July 2001
Southern Union September 1998 - December 1998
Coopers & Lybrand June 1997 - August 1998
Skills
Internal Controls, Financial Reporting, Auditing, SEC filings, Accounting, GAAP, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Tax, Internal Audit, Payroll, Bookkeeping, Budgets, US GAAP, CPA, Revenue Recognition, External Audit, Financial Statements, Fixed Assets, Variance Analysis, Account Reconciliation, Finance
Education
The University of Texas at Austin 1995 — 1999
BBA/MPA, Accounting
The Greater Austin-San Antonio Corridor Council May 2012 - March 2014
Lone Star Rail District May 2012 - March 2014
PMB Helin Donovan August 2011 - May 2012
PMB Helin Donovan January 2008 - April 2011
Travis County 2001 - 2008
PricewaterhouseCoopers August 1999 - July 2001
Southern Union September 1998 - December 1998
Coopers & Lybrand June 1997 - August 1998
Skills
Internal Controls, Financial Reporting, Auditing, SEC filings, Accounting, GAAP, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Tax, Internal Audit, Payroll, Bookkeeping, Budgets, US GAAP, CPA, Revenue Recognition, External Audit, Financial Statements, Fixed Assets, Variance Analysis, Account Reconciliation, Finance
Education
The University of Texas at Austin 1995 — 1999
BBA/MPA, Accounting
Tracy Chelepis's Coopers & Lybrand Experience 1981 - 1984
Job CEO and Founder at Chelepis & Associates, Inc.
Industry Real Estate
Experience
Chelepis & Associates, Inc. 1988 - Present
AT&T Global Services 1984 - 1988
Mayer Hoffman McCann P.C. 1984 - 1984
Coopers & Lybrand 1981 - 1984
Skills
Due Diligence, Entrepreneurship, Commercial Real Estate, Utility Analysis, Lease Audit, Real Estate Financing, Property Management, Lease Negotiations, Acquisitions
Education
University of Kansas
Bachelor of Science (BS), Accounting
Harvard Law School, Program of Instruction for Lawyers
Negotiation Techniques, Strategies and Practices
Chelepis & Associates, Inc. 1988 - Present
AT&T Global Services 1984 - 1988
Mayer Hoffman McCann P.C. 1984 - 1984
Coopers & Lybrand 1981 - 1984
Skills
Due Diligence, Entrepreneurship, Commercial Real Estate, Utility Analysis, Lease Audit, Real Estate Financing, Property Management, Lease Negotiations, Acquisitions
Education
University of Kansas
Bachelor of Science (BS), Accounting
Harvard Law School, Program of Instruction for Lawyers
Negotiation Techniques, Strategies and Practices
William P. Sieber's Coopers & Lybrand Experience 1979 - 1981
Job President at E. F. Bavis and Associates, Inc.
Industry Machinery
Experience
E. F. Bavis and Associates, Inc. October 1986 - Present
Batesville Casket Company 1983 - 1986
Batesville Casket Company 1981 - 1983
Coopers & Lybrand 1979 - 1981
Skills
Strategic Planning, Sales Management, New Business Development, Negotiation, Business Strategy, Market Planning, Marketing Research, Customer Service, Account Management, Product Development, Cross-functional Team..., Solution Selling, Selling, Direct Sales, Business Development
Education
Xavier University 1982 — 1984
MBA, Management Information Systems and Marketing
Thomas More College 1975 — 1979
Bachelor's Degree, Accounting, Business, Mgmt Info systems
Rockville High School 1973 — 1975
High School
E. F. Bavis and Associates, Inc. October 1986 - Present
Batesville Casket Company 1983 - 1986
Batesville Casket Company 1981 - 1983
Coopers & Lybrand 1979 - 1981
Skills
Strategic Planning, Sales Management, New Business Development, Negotiation, Business Strategy, Market Planning, Marketing Research, Customer Service, Account Management, Product Development, Cross-functional Team..., Solution Selling, Selling, Direct Sales, Business Development
Education
Xavier University 1982 — 1984
MBA, Management Information Systems and Marketing
Thomas More College 1975 — 1979
Bachelor's Degree, Accounting, Business, Mgmt Info systems
Rockville High School 1973 — 1975
High School
William Seeger PhD's Coopers & Lybrand Experience 1994 - 1998
Job President, Quantecon Consulting
Industry Management Consulting
Experience
Quantecon Consulting 2014 - 2015
KPMG 2008 - 2014
PricewaterhouseCoopers 1998 - 2008
Coopers & Lybrand 1994 - 1998
IRS Industry Economist 1991 - 1994
Skills
Transfer Pricing, International Tax, Tax, Due Diligence, IFRS, Restructuring, Accounting, Sarbanes-Oxley Act, Corporate Tax, Tax Law, Management Consulting, Economics, Forensic Accounting, M&A experience, Intellectual Property..., Tax Advisory, Intangible Assets, Valuation, Finance, Mergers & Acquisitions, Leadership, Corporate Finance, Financial Analysis, Income Tax, US GAAP, Tax Accounting, Big 4, Financial Services, Business Valuation, Financial Reporting
Education
The University of Texas at Dallas 1980 — 1988
PhD, Political Economy
Unviersity of Notre Dame 1974 — 1978
Bachelor of Arts (B.A.), Economics
Quantecon Consulting 2014 - 2015
KPMG 2008 - 2014
PricewaterhouseCoopers 1998 - 2008
Coopers & Lybrand 1994 - 1998
IRS Industry Economist 1991 - 1994
Skills
Transfer Pricing, International Tax, Tax, Due Diligence, IFRS, Restructuring, Accounting, Sarbanes-Oxley Act, Corporate Tax, Tax Law, Management Consulting, Economics, Forensic Accounting, M&A experience, Intellectual Property..., Tax Advisory, Intangible Assets, Valuation, Finance, Mergers & Acquisitions, Leadership, Corporate Finance, Financial Analysis, Income Tax, US GAAP, Tax Accounting, Big 4, Financial Services, Business Valuation, Financial Reporting
Education
The University of Texas at Dallas 1980 — 1988
PhD, Political Economy
Unviersity of Notre Dame 1974 — 1978
Bachelor of Arts (B.A.), Economics
Michelle Wiggs's Coopers & Lybrand Experience August 1992 - May 1995
Job Vice President of Investor Relations
Industry Real Estate
Experience
Weingarten Realty February 2013 - Present
Weingarten Realty Investors Director Operational AnalysisWeingarten Realty InvestorsJuly 2002 - June 2012
CenterAmerica May 1995 - May 2002
Coopers & Lybrand August 1992 - May 1995
Education
The University of Texas at Austin 1988 — 1992
MPA, Accounting
Weingarten Realty February 2013 - Present
Weingarten Realty Investors Director Operational AnalysisWeingarten Realty InvestorsJuly 2002 - June 2012
CenterAmerica May 1995 - May 2002
Coopers & Lybrand August 1992 - May 1995
Education
The University of Texas at Austin 1988 — 1992
MPA, Accounting
Jim Traner's Coopers & Lybrand Experience 1991 - 1994
Job Principal, Aenon, LLC
Industry Real Estate
Experience
Aenon, LLC 2000 - Present
Great Oaks January 2012 - August 2014
Wells Real Estate Funds Inc 2002 - 2006
Baita International, LLC 1997 - 2000
JAMESTOWN 1994 - 1997
Coopers & Lybrand 1991 - 1994
Partnership Investments, Ltd. 1989 - 1991
The Chase Manhattan Bank 1980 - 1989
Skills
Real Estate, Disposition, Acquisitions, Financial Analysis, Commercial Real Estate, Capital Markets, Joint Ventures, Finance, Strategic Planning, Negotiation, Consulting, Banking, Retail, Structured Finance, Microsoft Excel, French, Industrial Engineering, Research, Microsoft Word, Mixed-use, Investments, Due Diligence, Asset Management, Restructuring, Dispositions, Real Estate Transactions, Leadership, Financial Modeling, Valuation
Education
Thunderbird School of Global Management 1979 — 1980
Masters, International Business
Wichita State University
Bachelors, International Business
Aenon, LLC 2000 - Present
Great Oaks January 2012 - August 2014
Wells Real Estate Funds Inc 2002 - 2006
Baita International, LLC 1997 - 2000
JAMESTOWN 1994 - 1997
Coopers & Lybrand 1991 - 1994
Partnership Investments, Ltd. 1989 - 1991
The Chase Manhattan Bank 1980 - 1989
Skills
Real Estate, Disposition, Acquisitions, Financial Analysis, Commercial Real Estate, Capital Markets, Joint Ventures, Finance, Strategic Planning, Negotiation, Consulting, Banking, Retail, Structured Finance, Microsoft Excel, French, Industrial Engineering, Research, Microsoft Word, Mixed-use, Investments, Due Diligence, Asset Management, Restructuring, Dispositions, Real Estate Transactions, Leadership, Financial Modeling, Valuation
Education
Thunderbird School of Global Management 1979 — 1980
Masters, International Business
Wichita State University
Bachelors, International Business
Debra French's Coopers & Lybrand Experience 1992 - 1992
Job Owner, Debra L French, CPA
Industry Accounting
Experience
Caldwell County Government April 2015 - Present
Debra L French, CPA July 1997 - Present
Coopers & Lybrand 1992 - 1992
Skills
Budgets, Small Business, Nonprofits, Microsoft Office, Customer Service, Social Media, Public Speaking, Marketing, Entrepreneurship, Real Estate
Education
The University of Texas at Austin
Master in Professional Accounting
Caldwell County Government April 2015 - Present
Debra L French, CPA July 1997 - Present
Coopers & Lybrand 1992 - 1992
Skills
Budgets, Small Business, Nonprofits, Microsoft Office, Customer Service, Social Media, Public Speaking, Marketing, Entrepreneurship, Real Estate
Education
The University of Texas at Austin
Master in Professional Accounting
Laura Bieling's Coopers & Lybrand Experience 1989 - 2000
Job Controller
Industry Insurance
Experience
Financial Security Assurance October 2000 - Present
PricewaterhouseCoopers 1989 - 2000
Coopers & Lybrand 1989 - 2000
Education
The University of Connecticut School of Business 1985 — 1989
BS, Accounting
Financial Security Assurance October 2000 - Present
PricewaterhouseCoopers 1989 - 2000
Coopers & Lybrand 1989 - 2000
Education
The University of Connecticut School of Business 1985 — 1989
BS, Accounting
Clint Cross's Coopers & Lybrand Experience 1993 - 1996
Job CFO at Sellers Construction Company, LLC
Industry Construction
Experience
Sellers Construction Company, LLC 2012 - Present
American Specialties Company, Inc. October 2003 - March 2012
Synavant, Inc. 2001 - 2003
OneCoast 1998 - 2001
UniComp, Inc. 1996 - 1998
Coopers & Lybrand 1993 - 1996
Skills
Financial Reporting, Auditing, Accounting, SEC filings, Financial Analysis, Budgets, Mergers & Acquisitions, Internal Controls, GAAP, Managerial Finance, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, CPA
Education
Troy University 1989 — 1993
Bachelor, Accounting
Sellers Construction Company, LLC 2012 - Present
American Specialties Company, Inc. October 2003 - March 2012
Synavant, Inc. 2001 - 2003
OneCoast 1998 - 2001
UniComp, Inc. 1996 - 1998
Coopers & Lybrand 1993 - 1996
Skills
Financial Reporting, Auditing, Accounting, SEC filings, Financial Analysis, Budgets, Mergers & Acquisitions, Internal Controls, GAAP, Managerial Finance, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, CPA
Education
Troy University 1989 — 1993
Bachelor, Accounting
Kenneth Eisen's Coopers & Lybrand Experience 1987 - 1992
Job Vice President at Union Bank of California
Industry Financial Services
Experience
Union Bank of California Vice President Trust InvestmentsUnion Bank1998 - 2011
National Trust & Closely Held Business Association 1998 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Financial Analysis, Portfolio Management, Investment Management, Banking, Wealth Management, Financial Modeling, Investments, Valuation, Asset Management
Education
UCLA Anderson School of Management 1977 — 1979
mba, finance, marketing
University of California, Berkeley 1973 — 1975
AB, Economics
Summitt
Union Bank of California Vice President Trust InvestmentsUnion Bank1998 - 2011
National Trust & Closely Held Business Association 1998 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Financial Analysis, Portfolio Management, Investment Management, Banking, Wealth Management, Financial Modeling, Investments, Valuation, Asset Management
Education
UCLA Anderson School of Management 1977 — 1979
mba, finance, marketing
University of California, Berkeley 1973 — 1975
AB, Economics
Summitt
Lance Johnsen's Coopers & Lybrand Experience September 1989 - June 1995
Job President at Hans Johnsen Company
Industry Wholesale
Experience
Hans Johnsen Company July 1995 - Present
Hans Johnsen Company July 1995 - Present
Coopers & Lybrand September 1989 - June 1995
Education
The University of Texas at Austin 1984 — 1989
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
BBA/MPA, Accounting
Hans Johnsen Company July 1995 - Present
Hans Johnsen Company July 1995 - Present
Coopers & Lybrand September 1989 - June 1995
Education
The University of Texas at Austin 1984 — 1989
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
BBA/MPA, Accounting
Julie Borge's Coopers & Lybrand Experience September 1989 - December 1992
Job Independent Religious Institutions Professional
Industry Religious Institutions
Experience
Exeter Finance Corp. February 2008 - September 2008
Miracle Fields of DFW January 2005 - June 2007
AmeriCredit January 2000 - January 2003
AmeriCredit May 1998 - January 2000
Burlington Resources September 1997 - December 1997
OmniAmerican Federal Credit Union May 1993 - August 1997
Premier Bioresources January 1993 - April 1993
Coopers & Lybrand September 1989 - December 1992
Education
The University of Texas at Arlington - College of Business 1985 — 1999
BBA, Accounting
Exeter Finance Corp. February 2008 - September 2008
Miracle Fields of DFW January 2005 - June 2007
AmeriCredit January 2000 - January 2003
AmeriCredit May 1998 - January 2000
Burlington Resources September 1997 - December 1997
OmniAmerican Federal Credit Union May 1993 - August 1997
Premier Bioresources January 1993 - April 1993
Coopers & Lybrand September 1989 - December 1992
Education
The University of Texas at Arlington - College of Business 1985 — 1999
BBA, Accounting
Keir Price's Coopers & Lybrand Experience August 1995 - August 1996
Job Infrastructure Architect at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS January 2010 - Present
United Parcel Service 1996 - Present
Coopers & Lybrand August 1995 - August 1996
IEA 1988 - 1996
Skills
Process Improvement, Enterprise Architecture, Visio, Disaster Recovery, Requirements Analysis, IT Strategy, Troubleshooting, VMware, Data Modeling, Microsoft SQL Server, Oracle, DataStage Enterprise..., Linux, Windows System..., Infrastructure..., SDLC, Business Analysis, Integration, Software Documentation, IT Management, ITIL, Infrastructure, Servers, Solution Architecture, Requirements Gathering, Data Center, System Deployment, Technical Architecture, Storage Area Networks, Databases, Unix
Education
The University of New Mexico 1981 — 1987
BS, Biology, Chemistry
UPS January 2010 - Present
United Parcel Service 1996 - Present
Coopers & Lybrand August 1995 - August 1996
IEA 1988 - 1996
Skills
Process Improvement, Enterprise Architecture, Visio, Disaster Recovery, Requirements Analysis, IT Strategy, Troubleshooting, VMware, Data Modeling, Microsoft SQL Server, Oracle, DataStage Enterprise..., Linux, Windows System..., Infrastructure..., SDLC, Business Analysis, Integration, Software Documentation, IT Management, ITIL, Infrastructure, Servers, Solution Architecture, Requirements Gathering, Data Center, System Deployment, Technical Architecture, Storage Area Networks, Databases, Unix
Education
The University of New Mexico 1981 — 1987
BS, Biology, Chemistry
Joanie Sompayrac's Coopers & Lybrand Experience January 1989 - December 1992
Job UC Foundation Professor of Accounting at UTChattanooga
Industry Education Management
Experience
UT-Chattanooga December 1993 - Present
University of Tennessee at Chattanooga December 2003 - December 2014
Ernst & Young January 1993 - December 1993
Coopers & Lybrand January 1989 - December 1992
Arthur Andersen January 1988 - August 1988
Skills
Microsoft Excel, Accounting, Tax, PowerPoint, Public Speaking, Microsoft Office, Tax Law, Microsoft Word, Fundraising, Financial Analysis, Nonprofits, Teaching, GAAP, Customer Service, Budgets, Higher Education, Tax Research, Tax Returns, Access, Financial Reporting, Income Tax, Research, Leadership Development, Tax Accounting, CPA
Education
University of Cincinnati 1988 — 1991
J.D., Tax law
The University of Tennessee at Chattanooga 1983 — 1987
BS (1987); MAcc (2002), Accounting
UT-Chattanooga December 1993 - Present
University of Tennessee at Chattanooga December 2003 - December 2014
Ernst & Young January 1993 - December 1993
Coopers & Lybrand January 1989 - December 1992
Arthur Andersen January 1988 - August 1988
Skills
Microsoft Excel, Accounting, Tax, PowerPoint, Public Speaking, Microsoft Office, Tax Law, Microsoft Word, Fundraising, Financial Analysis, Nonprofits, Teaching, GAAP, Customer Service, Budgets, Higher Education, Tax Research, Tax Returns, Access, Financial Reporting, Income Tax, Research, Leadership Development, Tax Accounting, CPA
Education
University of Cincinnati 1988 — 1991
J.D., Tax law
The University of Tennessee at Chattanooga 1983 — 1987
BS (1987); MAcc (2002), Accounting
Lyla Veinot's Coopers & Lybrand Experience March 1989 - December 1990
Job Owner of Lyla Veinot Designs
Industry Design
Experience
Lyla Veinot Designs August 2006 - Present
Coast Mountain Bus Company September 1996 - February 2011
Deloitte & Touche January 1991 - August 1996
Coopers & Lybrand March 1989 - December 1990
Skills
Interior Design, Space Planning, Window Treatments, Staging, Interiors, Renovation, Home Staging, Furnishings, Color Consultation, Residential Design, Finishes, Bathrooms, Draperies, Flooring, Window Coverings, Lighting, Custom Furniture, Space-planning, Finish, Furniture, Space planning, Management, Residential Homes, Floor Plans, FF&E, Cabinetry, Interior Architecture, Painting, Budgets, Upholstery, Sketching, Hand Drafting, Custom Homes, Kitchen & Bath Design, Concept Design, Blinds, Luxury, Customer Service, Tiles, Fabric Selection, Construction, Lighting Design, Textiles, Illustration, Color Theory, Building Materials, Rendering, Bedding, Fine Art, Paint
Education
Sheffield Design School 2007 — 2009
Diploma, Professional Design & Decorating
Trinity Western University 1983 — 1987
BA, Psychology
Full Gospel Bible Institute 1979 — 1982
Diploma, General Bible Study
Lyla Veinot Designs August 2006 - Present
Coast Mountain Bus Company September 1996 - February 2011
Deloitte & Touche January 1991 - August 1996
Coopers & Lybrand March 1989 - December 1990
Skills
Interior Design, Space Planning, Window Treatments, Staging, Interiors, Renovation, Home Staging, Furnishings, Color Consultation, Residential Design, Finishes, Bathrooms, Draperies, Flooring, Window Coverings, Lighting, Custom Furniture, Space-planning, Finish, Furniture, Space planning, Management, Residential Homes, Floor Plans, FF&E, Cabinetry, Interior Architecture, Painting, Budgets, Upholstery, Sketching, Hand Drafting, Custom Homes, Kitchen & Bath Design, Concept Design, Blinds, Luxury, Customer Service, Tiles, Fabric Selection, Construction, Lighting Design, Textiles, Illustration, Color Theory, Building Materials, Rendering, Bedding, Fine Art, Paint
Education
Sheffield Design School 2007 — 2009
Diploma, Professional Design & Decorating
Trinity Western University 1983 — 1987
BA, Psychology
Full Gospel Bible Institute 1979 — 1982
Diploma, General Bible Study
Arthur Lieberman's Coopers & Lybrand Experience August 1982 - August 1985
Job Director of Tax Services at Berkowitz Pollack Brant
Industry Real Estate
Experience
Berkowitz Pollack Brant November 2014 - Present
LNR Property LLC 1999 - March 2014
Ernst & Young 1996 - 1999
CRI, Inc. 1989 - 1996
CRIIMI Mae 1989 - 1996
Potomac Realty Advisors 1988 - 1989
Arthur Andersen & Co. September 1985 - April 1988
Coopers & Lybrand August 1982 - August 1985
Skills
CMBS, Due Diligence, Real Estate, Private Equity, Structured Finance, Investments, Mergers, SEC filings, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Real Estate Development, Tax, Finance, Mergers & Acquisitions, Acquisitions
Education
University of Florida 1978 — 1982
MAcc, Accounting
Tulane University 1976 — 1978
Economics
Berkowitz Pollack Brant November 2014 - Present
LNR Property LLC 1999 - March 2014
Ernst & Young 1996 - 1999
CRI, Inc. 1989 - 1996
CRIIMI Mae 1989 - 1996
Potomac Realty Advisors 1988 - 1989
Arthur Andersen & Co. September 1985 - April 1988
Coopers & Lybrand August 1982 - August 1985
Skills
CMBS, Due Diligence, Real Estate, Private Equity, Structured Finance, Investments, Mergers, SEC filings, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Real Estate Development, Tax, Finance, Mergers & Acquisitions, Acquisitions
Education
University of Florida 1978 — 1982
MAcc, Accounting
Tulane University 1976 — 1978
Economics
Ken Moreland's Coopers & Lybrand Experience 1978 - 1996
Job CFO at T Rowe Price
Industry Financial Services
Experience
T Rowe Price March 2004 - Present
RTKL 1996 - 2004
Coopers & Lybrand 1978 - 1996
U.S. Securities and Exchange Commission 1988 - 1990
Skills
Financial Reporting, Financial Planning, Financial Analysis, Enterprise Risk..., Facilities Management, Business Continuity, Treasury Management
Education
Towson University
Bachelor of Business Administration (BBA), Accounting, Beta Alpha Psi
T Rowe Price March 2004 - Present
RTKL 1996 - 2004
Coopers & Lybrand 1978 - 1996
U.S. Securities and Exchange Commission 1988 - 1990
Skills
Financial Reporting, Financial Planning, Financial Analysis, Enterprise Risk..., Facilities Management, Business Continuity, Treasury Management
Education
Towson University
Bachelor of Business Administration (BBA), Accounting, Beta Alpha Psi
Catherine Peck's Coopers & Lybrand Experience 1989 - 1996
Job CPA, Instructor, NonProfit Leadership
Industry Nonprofit Organization Management
Experience
MBS Accountancy Corporation April 2015 - Present
Engineering World Health September 2001 - Present
Fresno Pacific University August 2013 - May 2015
Engineering World Health October 2012 - June 2013
Fresno Pacific University August 2010 - February 2012
JCP Renascent Group, LLC 2006 - 2010
Catherine Peck, CPA 1999 - 2009
Various Colleges and Universities 1998 - 2009
Coopers & Lybrand 1989 - 1996
Perry-Smith LLP 1985 - 1989
Skills
Non-profits, Public Speaking, Teaching, Grants, Fundraising, Program Management, Research, Board Development, Nonprofits, Start-ups, Marketing, Accounting, Healthcare, Leadership
Education
The University of Memphis 1991 — 1994
M.S., Accounting/Tax
University of Arizona 1979 — 1983
B.S., Accounting
MBS Accountancy Corporation April 2015 - Present
Engineering World Health September 2001 - Present
Fresno Pacific University August 2013 - May 2015
Engineering World Health October 2012 - June 2013
Fresno Pacific University August 2010 - February 2012
JCP Renascent Group, LLC 2006 - 2010
Catherine Peck, CPA 1999 - 2009
Various Colleges and Universities 1998 - 2009
Coopers & Lybrand 1989 - 1996
Perry-Smith LLP 1985 - 1989
Skills
Non-profits, Public Speaking, Teaching, Grants, Fundraising, Program Management, Research, Board Development, Nonprofits, Start-ups, Marketing, Accounting, Healthcare, Leadership
Education
The University of Memphis 1991 — 1994
M.S., Accounting/Tax
University of Arizona 1979 — 1983
B.S., Accounting
Frank Daniele's Coopers & Lybrand Experience September 1990 - February 1994
Job Finance Director at Pitney Bowes Inc.
Industry Accounting
Experience
Pitney Bowes Inc. July 1999 - Present
Pitney Bowes Inc. March 1994 - June 1999
Coopers & Lybrand September 1990 - February 1994
Skills
Financial Audits, Sarbanes-Oxley Act, Forecasting, Internal Controls, Financial Reporting
Education
The University of Connecticut School of Business 1986 — 1990
BS, Accounting
Stamford High School 1983 — 1986
Pitney Bowes Inc. July 1999 - Present
Pitney Bowes Inc. March 1994 - June 1999
Coopers & Lybrand September 1990 - February 1994
Skills
Financial Audits, Sarbanes-Oxley Act, Forecasting, Internal Controls, Financial Reporting
Education
The University of Connecticut School of Business 1986 — 1990
BS, Accounting
Stamford High School 1983 — 1986
Ronald Lemer's Coopers & Lybrand Experience 1980 - 1983
Job Shareholder at Fitts,Roberts& Co.
Industry Accounting
Experience
Fitts, Roberts & Co., P.C. 1983 - Present
EY 1998 - 2001
Fitts, Roberts & Co., P.C. 1983 - 1998
Coopers & Lybrand 1980 - 1983
Skills
Corporate Tax, ASC 740, State Taxation, FIN 48, International Tax, Accounting, Tax Research, Mergers & Acquisitions, Bankruptcy, Tax Law, Tax Advisory, CPA
Education
University of Houston Law Center 1986 — 1990
JD, Law
The University of Texas at Austin 1975 — 1979
MPA, Texas
Fitts, Roberts & Co., P.C. 1983 - Present
EY 1998 - 2001
Fitts, Roberts & Co., P.C. 1983 - 1998
Coopers & Lybrand 1980 - 1983
Skills
Corporate Tax, ASC 740, State Taxation, FIN 48, International Tax, Accounting, Tax Research, Mergers & Acquisitions, Bankruptcy, Tax Law, Tax Advisory, CPA
Education
University of Houston Law Center 1986 — 1990
JD, Law
The University of Texas at Austin 1975 — 1979
MPA, Texas
Chris Friend's Coopers & Lybrand Experience January 1984 - December 1985
Job President at Sigma Tube & Bar LLC
Industry Financial Services
Experience
Sigma Tube & Bar LLC July 2013 - Present
A.M. Castle & Co. December 2011 - July 2012
Tube Supply, Inc. March 1992 - December 2011
Ernst & Young January 1991 - March 1992
Texas Commerce Bank January 1986 - December 1990
Coopers & Lybrand January 1984 - December 1985
Skills
CPA, Finance, Operations Management, Loans, Financial Analysis, Treasury Management, Internal Controls, Treasury, Financial Accounting, Corporate Finance, Credit Analysis, Banking
Education
The University of Texas at Austin 1981 — 1983
BBA, Accounting
Sigma Tube & Bar LLC July 2013 - Present
A.M. Castle & Co. December 2011 - July 2012
Tube Supply, Inc. March 1992 - December 2011
Ernst & Young January 1991 - March 1992
Texas Commerce Bank January 1986 - December 1990
Coopers & Lybrand January 1984 - December 1985
Skills
CPA, Finance, Operations Management, Loans, Financial Analysis, Treasury Management, Internal Controls, Treasury, Financial Accounting, Corporate Finance, Credit Analysis, Banking
Education
The University of Texas at Austin 1981 — 1983
BBA, Accounting
Mary Kay Caldwell's Coopers & Lybrand Experience August 1981 - June 1991
Job EVP, Chief Financial Officer at Regions Insurance Group, Inc.
Industry Insurance
Experience
Regions Insurance Group, Inc. July 2007 - Present
Marsh February 1993 - July 2007
MARSH USA 1998 - 2007
Coopers & Lybrand August 1981 - June 1991
Skills
Financial Analysis, Insurance, Property & Casualty..., Mergers & Acquisitions, Underwriting, Reinsurance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
Rhodes College 1978 — 1981
BA, Economics and Business Administration
Regions Insurance Group, Inc. July 2007 - Present
Marsh February 1993 - July 2007
MARSH USA 1998 - 2007
Coopers & Lybrand August 1981 - June 1991
Skills
Financial Analysis, Insurance, Property & Casualty..., Mergers & Acquisitions, Underwriting, Reinsurance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
Rhodes College 1978 — 1981
BA, Economics and Business Administration
Tim Blakely's Coopers & Lybrand Experience August 1990 - January 1995
Job Kimbell Oil Company
Industry Oil & Energy
Experience
Kimbell Oil Company January 1995 - Present
Coopers & Lybrand August 1990 - January 1995
Paschal Petroleum, Inc. 1988 - 1990
Spindletop Oil & Gas 1980 - 1988
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, General Ledger, Financial Modeling, Budgets, Mergers & Acquisitions, US GAAP, Executive Management, GAAP, SEC Filings
Education
The University of Texas at Arlington 1976 — 1980
BBA, Accounting
The University of Texas at Arlington 1976 — 1980
BBA, Accounting
Kimbell Oil Company January 1995 - Present
Coopers & Lybrand August 1990 - January 1995
Paschal Petroleum, Inc. 1988 - 1990
Spindletop Oil & Gas 1980 - 1988
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, General Ledger, Financial Modeling, Budgets, Mergers & Acquisitions, US GAAP, Executive Management, GAAP, SEC Filings
Education
The University of Texas at Arlington 1976 — 1980
BBA, Accounting
The University of Texas at Arlington 1976 — 1980
BBA, Accounting
Diane Manning's Coopers & Lybrand Experience 1986 - 1990
Job Internal Audit Director at Blue Diamond Growers
Industry Financial Services
Experience
Blue Diamond Growers November 2011 - Present
ECMC November 2010 - November 2011
EDFUND February 2004 - November 2010
BearingPoint (formerly KPMG Consulting) 2000 - 2003
KPMG 1990 - 2000
Coopers & Lybrand 1986 - 1990
Skills
Financial Reporting, Enterprise Risk..., Accounting, Auditing, Financial Analysis, Process Improvement, IT Audit, Risk Management, GAAP, Business Process..., Internal Controls, Financial Accounting, Assurance, External Audit, Governance, CPA, Big 4, Business Process, Leadership, COSO, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
The University of Texas at Austin
Accounting
Blue Diamond Growers November 2011 - Present
ECMC November 2010 - November 2011
EDFUND February 2004 - November 2010
BearingPoint (formerly KPMG Consulting) 2000 - 2003
KPMG 1990 - 2000
Coopers & Lybrand 1986 - 1990
Skills
Financial Reporting, Enterprise Risk..., Accounting, Auditing, Financial Analysis, Process Improvement, IT Audit, Risk Management, GAAP, Business Process..., Internal Controls, Financial Accounting, Assurance, External Audit, Governance, CPA, Big 4, Business Process, Leadership, COSO, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
The University of Texas at Austin
Accounting
Duane Hercules's Coopers & Lybrand Experience January 1982 - September 1984
Job President at Safety National
Industry Insurance
Experience
Safety National March 2014 - Present
Safety National 1984 - February 2014
Safety National 1984 - 2010
Coopers & Lybrand January 1982 - September 1984
Skills
Workers Compensation, Reinsurance, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Excess, Legal Liability, Liability, Risk Management, Claim, Umbrella Insurance, Claims Management, Process Improvement, Enterprise Risk...
Education
Truman State University 1978 — 1982
BS, Accounting
Safety National March 2014 - Present
Safety National 1984 - February 2014
Safety National 1984 - 2010
Coopers & Lybrand January 1982 - September 1984
Skills
Workers Compensation, Reinsurance, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Excess, Legal Liability, Liability, Risk Management, Claim, Umbrella Insurance, Claims Management, Process Improvement, Enterprise Risk...
Education
Truman State University 1978 — 1982
BS, Accounting
Gina Kay's Coopers & Lybrand Experience February 1990 - September 1992
Job Senior Vice President, Corporate Treasurer
Industry Real Estate
Experience
Pillar Income Asset Management April 2005 - Present
BRH Enterprises October 2002 - April 2005
Pacific USA Holdings Corp. September 1992 - October 2002
Coopers & Lybrand February 1990 - September 1992
Skills
Accounting, Financial Reporting, Variance Analysis, Real Estate, Accruals, Accounts Payable, Accounts Receivable, Financial Accounting, Tax, GAAP, Cash Flow, Budgets, Financial Statements, Real Estate Financing, Property Management, Fixed Assets
Education
The University of Texas at Dallas
B.A., Business & Accounting
University of Texas at Dallas - Naveen Jindal School of Management
Accounting
Pillar Income Asset Management April 2005 - Present
BRH Enterprises October 2002 - April 2005
Pacific USA Holdings Corp. September 1992 - October 2002
Coopers & Lybrand February 1990 - September 1992
Skills
Accounting, Financial Reporting, Variance Analysis, Real Estate, Accruals, Accounts Payable, Accounts Receivable, Financial Accounting, Tax, GAAP, Cash Flow, Budgets, Financial Statements, Real Estate Financing, Property Management, Fixed Assets
Education
The University of Texas at Dallas
B.A., Business & Accounting
University of Texas at Dallas - Naveen Jindal School of Management
Accounting
John Ritter's Coopers & Lybrand Experience 1995 - 1995
Job Director Energy & Natural Resources at Teacher Retirement System of Texas
Industry Investment Management
Experience
The University of Texas at Austin November 2013 - Present
Teacher Retirement System of Texas September 2012 - Present
Texas Teachers Retirement System 2007 - September 2012
The Ritter Law Firm July 1999 - 2010
Teacher Retirement System of Texas August 2002 - September 2007
Sheshunoff Investment Banking July 1999 - August 2002
Davis & Davis, P.C. 1997 - 1999
El Paso County District Attoney's Office 1995 - 1997
Coopers & Lybrand 1995 - 1995
Skills
Private Equity, Real Estate, Investments, Hedge Funds, Due Diligence, Asset Management, Alternative Investments, Budgets, Emerging Markets, Valuation, Mergers & Acquisitions, Corporate Finance, Fixed Income, Investment Strategies, Portfolio Management, Investment Banking, Derivatives, Capital Markets, Financial Modeling, Equities, Financial Analysis, Risk Management, Finance
Education
The University of Texas at Austin 1991 — 1994
J.D., Law
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1994
MBA, Banking, Corporate, Finance, and Securities Law, Deans Award for Academic Excellence
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, A
Austin High School 1984 — 1987
High School Diploma
The University of Texas at Austin November 2013 - Present
Teacher Retirement System of Texas September 2012 - Present
Texas Teachers Retirement System 2007 - September 2012
The Ritter Law Firm July 1999 - 2010
Teacher Retirement System of Texas August 2002 - September 2007
Sheshunoff Investment Banking July 1999 - August 2002
Davis & Davis, P.C. 1997 - 1999
El Paso County District Attoney's Office 1995 - 1997
Coopers & Lybrand 1995 - 1995
Skills
Private Equity, Real Estate, Investments, Hedge Funds, Due Diligence, Asset Management, Alternative Investments, Budgets, Emerging Markets, Valuation, Mergers & Acquisitions, Corporate Finance, Fixed Income, Investment Strategies, Portfolio Management, Investment Banking, Derivatives, Capital Markets, Financial Modeling, Equities, Financial Analysis, Risk Management, Finance
Education
The University of Texas at Austin 1991 — 1994
J.D., Law
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1994
MBA, Banking, Corporate, Finance, and Securities Law, Deans Award for Academic Excellence
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, A
Austin High School 1984 — 1987
High School Diploma
Henry Ocanas's Coopers & Lybrand Experience 1989 - 1994
Job Executive Director at JPMorgan Chase Bank Commercial Banking
Industry Banking
Experience
JPMorgan Chase 1998 - Present
Coopers & Lybrand 1989 - 1994
Skills
Sales, Accounting, Finance, Treasury Management, Customer Relations, Management, Business Communications, Analytical Reasoning, Multi-Tasking, Financial Reporting, Research, Compliance and Risk, Problem so, Customer Service, Banking, Financial Analysis, Risk Management, Credit, Loans, Portfolio Management, Leadership, Business Analysis, Financial Services, Relationship Management, Business Development, Auditing
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin 1985 — 1989
Bachelor's Degree, Accounting
JPMorgan Chase 1998 - Present
Coopers & Lybrand 1989 - 1994
Skills
Sales, Accounting, Finance, Treasury Management, Customer Relations, Management, Business Communications, Analytical Reasoning, Multi-Tasking, Financial Reporting, Research, Compliance and Risk, Problem so, Customer Service, Banking, Financial Analysis, Risk Management, Credit, Loans, Portfolio Management, Leadership, Business Analysis, Financial Services, Relationship Management, Business Development, Auditing
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin 1985 — 1989
Bachelor's Degree, Accounting
Craig Trupo's Coopers & Lybrand Experience 1984 - 1988
Job VP at Green Mountain Energy, an NRG company
Industry Utilities
Experience
Green Mountain Energy, an NRG company July 2003 - July 2014
DoggettData, Inc. March 2000 - June 2003
SabreData, Inc. (Network Integration) November 1995 - December 1999
CB Commercial Group, Inc. 1991 - 1993
Real Property Services Corp. 1989 - 1991
Coopers & Lybrand 1984 - 1988
Skills
Business Process..., Energy, Financial Analysis, Financial Modeling, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Analysis, Business Strategy, Strategy, Business Development, Finance, Due Diligence, Executive Management, Budgets, Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, Customer Service, Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship, Honors
Green Mountain Energy, an NRG company July 2003 - July 2014
DoggettData, Inc. March 2000 - June 2003
SabreData, Inc. (Network Integration) November 1995 - December 1999
CB Commercial Group, Inc. 1991 - 1993
Real Property Services Corp. 1989 - 1991
Coopers & Lybrand 1984 - 1988
Skills
Business Process..., Energy, Financial Analysis, Financial Modeling, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Analysis, Business Strategy, Strategy, Business Development, Finance, Due Diligence, Executive Management, Budgets, Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, Customer Service, Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship, Honors
Jill Gilbert's Coopers & Lybrand Experience 1989 - 1998
Job Assurance Partner at PwC
Industry Accounting
Experience
PwC September 1989 - Present
Coopers & Lybrand 1989 - 1998
Education
The University of Texas at Austin
Accounting
PwC September 1989 - Present
Coopers & Lybrand 1989 - 1998
Education
The University of Texas at Austin
Accounting
Elizabeth (Betsy) Wynnick's Coopers & Lybrand Experience 1991 - 1994
Job Chief Risk Officer, United Financial Bancorp, Inc. at United Bank
Industry Banking
Experience
United Bank December 2014 - Present
United Bank May 2014 - Present
United Bank (fka Rockville Bank) April 2012 - April 2014
NewAlliance Bank November 2004 - June 2011
Webster Bank 1994 - 2004
Coopers & Lybrand 1991 - 1994
Skills
Internal Audit, SOX, Fraud Investigations, Accounting, Auditing, Compliance, Internal Controls, Risk Management, Audit, Enterprise Risk..., Risk Assessment, Banking, Corporate Governance, Operational Risk..., Operational Risk, Risk, Due Diligence, Fraud, Compliance Audits, AML, Assurance, Cash Management, Commercial Lending, Financial Analysis, Financial Risk, Quality Auditing, Sarbanes-Oxley Act
Education
The University of Connecticut School of Law 1996 — 1999
JD, Law
Bentley College 1987 — 1991
Bachelor of Science (BSc), Accounting
United Bank December 2014 - Present
United Bank May 2014 - Present
United Bank (fka Rockville Bank) April 2012 - April 2014
NewAlliance Bank November 2004 - June 2011
Webster Bank 1994 - 2004
Coopers & Lybrand 1991 - 1994
Skills
Internal Audit, SOX, Fraud Investigations, Accounting, Auditing, Compliance, Internal Controls, Risk Management, Audit, Enterprise Risk..., Risk Assessment, Banking, Corporate Governance, Operational Risk..., Operational Risk, Risk, Due Diligence, Fraud, Compliance Audits, AML, Assurance, Cash Management, Commercial Lending, Financial Analysis, Financial Risk, Quality Auditing, Sarbanes-Oxley Act
Education
The University of Connecticut School of Law 1996 — 1999
JD, Law
Bentley College 1987 — 1991
Bachelor of Science (BSc), Accounting
Robert Jerme's Coopers & Lybrand Experience October 1987 - December 1989
Job Sr Global Data Analyst at Johnson Controls
Industry Information Technology and Services
Experience
Johnson Controls, Inc (JCI) January 1990 - Present
Coopers & Lybrand October 1987 - December 1989
Texas Instruments June 1979 - September 1987
Skills
Management, SAP, PLM Tools, Integration, ERP, Manufacturing, SAP R/3, MRP, Six Sigma, Process Improvement, Requirements Analysis, Automotive, Business Analysis, SAP Implementation, Software Development, Program Management, SAP ERP, Business Process, Business Process..., Project Management, Business Intelligence, Leadership, Cross-functional Team..., SDLC
Education
The University of Texas at Dallas 1980 — 1984
MS, Management and Admin Science
University of Cincinnati College of Business 1973 — 1979
BS, Industrial Management
Johnson Controls, Inc (JCI) January 1990 - Present
Coopers & Lybrand October 1987 - December 1989
Texas Instruments June 1979 - September 1987
Skills
Management, SAP, PLM Tools, Integration, ERP, Manufacturing, SAP R/3, MRP, Six Sigma, Process Improvement, Requirements Analysis, Automotive, Business Analysis, SAP Implementation, Software Development, Program Management, SAP ERP, Business Process, Business Process..., Project Management, Business Intelligence, Leadership, Cross-functional Team..., SDLC
Education
The University of Texas at Dallas 1980 — 1984
MS, Management and Admin Science
University of Cincinnati College of Business 1973 — 1979
BS, Industrial Management
Cathy Hodges's Coopers & Lybrand Experience 1983 - 1986
Job Gift and Tax Administrator at Cornerstone Management
Industry
Experience
Cornerstone Management January 2013 - Present
Fulton Federal Savings Bank 1986 - 1991
Coopers & Lybrand 1983 - 1986
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Windows, Budgets
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Cornerstone Management January 2013 - Present
Fulton Federal Savings Bank 1986 - 1991
Coopers & Lybrand 1983 - 1986
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Windows, Budgets
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Janice McBride's Coopers & Lybrand Experience May 1997 - January 1998
Job Banking Professional
Industry Banking
Experience
Texas Trust Credit Union 1998 - 2013
Coopers & Lybrand May 1997 - January 1998
Education
The University of Texas at Arlington 1995 — 1997
Bachelor of Business Administration (BBA), Accounting
University of North Texas 1992 — 1993
Texas Trust Credit Union 1998 - 2013
Coopers & Lybrand May 1997 - January 1998
Education
The University of Texas at Arlington 1995 — 1997
Bachelor of Business Administration (BBA), Accounting
University of North Texas 1992 — 1993
Jason Greni's Coopers & Lybrand Experience August 1994 - February 1997
Job Senior Finance Manager at General Mills
Industry Consumer Goods
Experience
General Mills June 2009 - Present
General Mills April 2006 - May 2009
General Mills January 2004 - March 2006
General Mills June 2000 - December 2003
General Mills April 1998 - May 2000
General Mills February 1997 - March 1998
Coopers & Lybrand August 1994 - February 1997
Skills
Process Improvement, Management, Leadership, Strategic Planning, Financial Analysis, Competitive Analysis, Forecasting, Marketing, Supply Chain, Analysis, Consumer Products, Cross-functional Team..., Strategy, Business Strategy, Pricing, Business Planning, Budgets, Financial Modeling, Microsoft Office, Financial Planning, Marketing Strategy, Product Development
Education
The University of North Dakota 1990 — 1994
Bachelor of Accountancy, Accounting
General Mills June 2009 - Present
General Mills April 2006 - May 2009
General Mills January 2004 - March 2006
General Mills June 2000 - December 2003
General Mills April 1998 - May 2000
General Mills February 1997 - March 1998
Coopers & Lybrand August 1994 - February 1997
Skills
Process Improvement, Management, Leadership, Strategic Planning, Financial Analysis, Competitive Analysis, Forecasting, Marketing, Supply Chain, Analysis, Consumer Products, Cross-functional Team..., Strategy, Business Strategy, Pricing, Business Planning, Budgets, Financial Modeling, Microsoft Office, Financial Planning, Marketing Strategy, Product Development
Education
The University of North Dakota 1990 — 1994
Bachelor of Accountancy, Accounting