Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Jeff Mardis Jeff Mardis's Coopers & Lybrand Experience 1994 - 1997
Job Partner; McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West 1997 - 2015
Coopers & Lybrand 1994 - 1997
Skills
CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP
Education
University of Alabama
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West 1997 - 2015
Coopers & Lybrand 1994 - 1997
Skills
CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP
Education
University of Alabama
Louis Gariepy Louis Gariepy's Coopers & Lybrand Experience July 1997 - June 1998
Job Chief Actuary Reserving Commercial at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2013 - Present
ACE Trempest Re Canada/USA October 2012 - August 2013
ACE Tempest Re October 2009 - October 2012
ACE Bermuda September 2006 - September 2009
ACE Financial Solutions International August 2001 - September 2006
RLI September 1998 - July 2001
Coopers & Lybrand July 1997 - June 1998
Zurich Canada September 1996 - June 1997
Zurich Insurance September 1993 - August 1996
Watson Wyatt June 1988 - July 1993
Skills
Underwriting, Solvency II, Risk Management, Actuarial, Reinsurance, Property & Casualty..., Insurance, Pricing, Reserving, Actuarial Science, General Insurance, Casualty, Liability, Excel, Microsoft Office, Risk Mitigation, PowerPoint, Statistics, Commercial Insurance, Word
Education
Université Laval 1985 — 1988
BS, Actuarial
PSQ 1979 — 1985
Liberty Mutual Insurance September 2013 - Present
ACE Trempest Re Canada/USA October 2012 - August 2013
ACE Tempest Re October 2009 - October 2012
ACE Bermuda September 2006 - September 2009
ACE Financial Solutions International August 2001 - September 2006
RLI September 1998 - July 2001
Coopers & Lybrand July 1997 - June 1998
Zurich Canada September 1996 - June 1997
Zurich Insurance September 1993 - August 1996
Watson Wyatt June 1988 - July 1993
Skills
Underwriting, Solvency II, Risk Management, Actuarial, Reinsurance, Property & Casualty..., Insurance, Pricing, Reserving, Actuarial Science, General Insurance, Casualty, Liability, Excel, Microsoft Office, Risk Mitigation, PowerPoint, Statistics, Commercial Insurance, Word
Education
Université Laval 1985 — 1988
BS, Actuarial
PSQ 1979 — 1985
Melanie Brinkman Melanie Brinkman's Coopers & Lybrand Experience 1992 - 1994
Job
Industry Retail
Experience
Treasury Wine Estates April 2010 - September 2013
Consulting Roles January 2009 - April 2010
Safeway.com September 2002 - May 2008
Esprit de Corp September 2000 - September 2002
GATX 1998 - 2000
Avery Dennison May 1997 - August 1997
McDonnell Douglas 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
Marketing Analytics, Performance Dashboards, Analytical Models, Customer Analysis, Executive Compensation..., Direct to Consumer, Business Analysis, Open to Buy Management, QuickBooks, Capital & Expense..., Essbase, Economic Value Added, Forecasting, Analytics, Business Strategy, Competitive Analysis, Financial Modeling, Cross-functional Team..., Strategy, Management, Strategic Planning, Management Consulting, Retail, Start-ups, Financial Analysis, Strategic Financial..., Analysis, Finance, Process Improvement, Financial Planning
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance & Marketing
University of California, Los Angeles 1987 — 1991
BA, Business-Economics
Treasury Wine Estates April 2010 - September 2013
Consulting Roles January 2009 - April 2010
Safeway.com September 2002 - May 2008
Esprit de Corp September 2000 - September 2002
GATX 1998 - 2000
Avery Dennison May 1997 - August 1997
McDonnell Douglas 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
Marketing Analytics, Performance Dashboards, Analytical Models, Customer Analysis, Executive Compensation..., Direct to Consumer, Business Analysis, Open to Buy Management, QuickBooks, Capital & Expense..., Essbase, Economic Value Added, Forecasting, Analytics, Business Strategy, Competitive Analysis, Financial Modeling, Cross-functional Team..., Strategy, Management, Strategic Planning, Management Consulting, Retail, Start-ups, Financial Analysis, Strategic Financial..., Analysis, Finance, Process Improvement, Financial Planning
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance & Marketing
University of California, Los Angeles 1987 — 1991
BA, Business-Economics
Rik Thorbecke Rik Thorbecke's Coopers & Lybrand Experience September 1986 - September 2003
Job CFO
Industry Information Technology and Services
Experience
Taulia Inc. December 2014 - Present
TactoTek Inc. December 2013 - Present
Meltwater Group May 2012 - December 2014
Plastic Logic September 2008 - May 2012
Levi Strauss & Co. November 2005 - September 2008
Electronic Arts September 2003 - November 2005
PricewaterhouseCoopers September 1986 - September 2003
PwC September 1986 - September 2003
Coopers & Lybrand September 1986 - September 2003
Skills
Finance, Acquisition Integration, Restructuring, Executive Management, Due Diligence, Corporate Finance, US GAAP, Strategy, Team Leadership, IPO, Corporate Governance, Change Management, Strategic Planning, Business Intelligence, International Business, Business Development, IFRS, Investor Relations, ERP, Business Process..., Strategic Leadership, Private Equity, SaaS, Board Relations, People-oriented, Recruitment/Retention, Creative Problem Solving, Business Valuation, Business Recovery, Audit, SEC reporting, NASDAQ, Treasury, Financial Planning, Finance Operations, Procurement, Pricing, Global Management, Venture Financing, Semiconductor..., Retail, Internet, Cloud Computing, Enterprise Software, Professional Services, Entrepreneurship, Sarbanes-Oxley, Business Planning, Turn Around Management, People motivation
Education
Certified Public Accountant 1999 — 2000
CPA, Accounting, Auditing, Tax
University of Amsterdam 1986 — 1988
RA, Registeraccountant
University of Amsterdam 1981 — 1986
Drs, Economics, Accounting, Marketing
Zaanlands Lyceum 1975 — 1981
Atheneum
Taulia Inc. December 2014 - Present
TactoTek Inc. December 2013 - Present
Meltwater Group May 2012 - December 2014
Plastic Logic September 2008 - May 2012
Levi Strauss & Co. November 2005 - September 2008
Electronic Arts September 2003 - November 2005
PricewaterhouseCoopers September 1986 - September 2003
PwC September 1986 - September 2003
Coopers & Lybrand September 1986 - September 2003
Skills
Finance, Acquisition Integration, Restructuring, Executive Management, Due Diligence, Corporate Finance, US GAAP, Strategy, Team Leadership, IPO, Corporate Governance, Change Management, Strategic Planning, Business Intelligence, International Business, Business Development, IFRS, Investor Relations, ERP, Business Process..., Strategic Leadership, Private Equity, SaaS, Board Relations, People-oriented, Recruitment/Retention, Creative Problem Solving, Business Valuation, Business Recovery, Audit, SEC reporting, NASDAQ, Treasury, Financial Planning, Finance Operations, Procurement, Pricing, Global Management, Venture Financing, Semiconductor..., Retail, Internet, Cloud Computing, Enterprise Software, Professional Services, Entrepreneurship, Sarbanes-Oxley, Business Planning, Turn Around Management, People motivation
Education
Certified Public Accountant 1999 — 2000
CPA, Accounting, Auditing, Tax
University of Amsterdam 1986 — 1988
RA, Registeraccountant
University of Amsterdam 1981 — 1986
Drs, Economics, Accounting, Marketing
Zaanlands Lyceum 1975 — 1981
Atheneum
Dave Cunningham AMP's Coopers & Lybrand Experience 1975 - 1978
Job Making Dreams Come True, One Home At A Time
Industry Financial Services
Experience
Axiom Mortgage Solutions October 2014 - Present
Dominion Lending Centres September 2006 - October 2014
Signs Plus / Cookies By George September 1986 - June 2005
Coopers & Lybrand 1975 - 1978
Skills
Commercial Mortgages, Residential Mortgages, Small Business, Residential Homes, Commercial Real Estate, Debt Consolidation, Second Mortgages, Home Equity Lines of..., Certified Mortgage..., Construction Loans, Refinance, Real Estate Financing, Reverse Mortgages, Mortgage Lending, Mortgage Marketing, Mortgage Underwriting, Real Estate Economics, Loans, Rates, First Time Home Buyers, Credit, Investment Properties, Home Equity Loans
Education
CAAMP
AMP, Mortgage Broker
CICA
Chartered Accountant, Accounting / Business Consulting
The University of Alberta
Law, Law
University of Calgary
Business, Business
Axiom Mortgage Solutions October 2014 - Present
Dominion Lending Centres September 2006 - October 2014
Signs Plus / Cookies By George September 1986 - June 2005
Coopers & Lybrand 1975 - 1978
Skills
Commercial Mortgages, Residential Mortgages, Small Business, Residential Homes, Commercial Real Estate, Debt Consolidation, Second Mortgages, Home Equity Lines of..., Certified Mortgage..., Construction Loans, Refinance, Real Estate Financing, Reverse Mortgages, Mortgage Lending, Mortgage Marketing, Mortgage Underwriting, Real Estate Economics, Loans, Rates, First Time Home Buyers, Credit, Investment Properties, Home Equity Loans
Education
CAAMP
AMP, Mortgage Broker
CICA
Chartered Accountant, Accounting / Business Consulting
The University of Alberta
Law, Law
University of Calgary
Business, Business
Stephen Fantozzi Stephen Fantozzi's Coopers & Lybrand Experience December 1988 - August 1990
Job Evergreen Point Capital, L.L.C.
Industry Financial Services
Experience
Evergreen Point Capital, L.L.C. February 2009 - Present
Natixis Capital Markets, Inc. June 2007 - February 2009
Societe Generale June 2002 - June 2007
Gen Re Securities March 2001 - June 2002
Societe Generale September 1997 - March 2001
KPMG, LLP June 1996 - September 1997
Genentech, Inc. 1993 - June 1996
U.S. District Court, Ninth Circuit June 1992 - August 1992
U.S. Securities & Exchange Commission June 1991 - August 1991
Coopers & Lybrand December 1988 - August 1990
Skills
Derivatives, Structured Products, Financial Engineering, Structured Finance, Mergers, Finance, Financial Structuring, Private Equity, Hedging, Capital Markets, Equities, Valuation, Project Finance, Financial Modeling, Entrepreneurship, Start-ups, Business Strategy, Restructuring, Due Diligence, Financial Analysis
Education
Seattle Preparatory School
University of California, Berkeley
B.A.
University of California, Hastings College of the Law
J.D.
Evergreen Point Capital, L.L.C. February 2009 - Present
Natixis Capital Markets, Inc. June 2007 - February 2009
Societe Generale June 2002 - June 2007
Gen Re Securities March 2001 - June 2002
Societe Generale September 1997 - March 2001
KPMG, LLP June 1996 - September 1997
Genentech, Inc. 1993 - June 1996
U.S. District Court, Ninth Circuit June 1992 - August 1992
U.S. Securities & Exchange Commission June 1991 - August 1991
Coopers & Lybrand December 1988 - August 1990
Skills
Derivatives, Structured Products, Financial Engineering, Structured Finance, Mergers, Finance, Financial Structuring, Private Equity, Hedging, Capital Markets, Equities, Valuation, Project Finance, Financial Modeling, Entrepreneurship, Start-ups, Business Strategy, Restructuring, Due Diligence, Financial Analysis
Education
Seattle Preparatory School
University of California, Berkeley
B.A.
University of California, Hastings College of the Law
J.D.
Philip Nowlin, CPA Philip Nowlin, CPA's Coopers & Lybrand Experience January 1986 - January 1989
Job Senior Project Controller at Crescent Communities, LLC
Industry Real Estate
Experience
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Coop September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal and Company January 1989 - December 1993
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate accounting..., US GAAP, Financial Reporting, Financial Accounting, Team Leadership, Lease Administration, Budgets, Financial Variance..., Recruiting, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Residential Land..., Industrial Real Estate, Banking Relationships, CAM Reconciliation, Timberline, SAP Implementation, Yardi Property..., QuickBooks, Home owners associations, Utility district..., SEC Financial Reporting
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Coop September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal and Company January 1989 - December 1993
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate accounting..., US GAAP, Financial Reporting, Financial Accounting, Team Leadership, Lease Administration, Budgets, Financial Variance..., Recruiting, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Residential Land..., Industrial Real Estate, Banking Relationships, CAM Reconciliation, Timberline, SAP Implementation, Yardi Property..., QuickBooks, Home owners associations, Utility district..., SEC Financial Reporting
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Phil Nowlin's Coopers & Lybrand Experience January 1986 - January 1989
Job Sr. Project Controller at Crescent Communities, LLC
Industry Real Estate
Experience
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Cooperative September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal & Company January 1989 - January 1994
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate Transactions, Budgets, Financial Accounting, US GAAP, Business Planning, Commercial Real Estate, Residential Land..., CAM Reconciliation, Recruiting, Team Management, Timberline Accounting, Yardi Property..., SAP Implementation, Industrial Real Estate, Banking Relationships, Financial Variance..., Financial Reporting, QuickBooks, Utility District...
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Crescent Communities, LLC February 2013 - Present
Las Campanas Water Cooperative September 2009 - February 2013
The Lyle Anderson Company May 2005 - September 2009
Newhall Land January 1994 - April 2005
Kenneth Leventhal & Company January 1989 - January 1994
Coopers & Lybrand January 1986 - January 1989
Skills
Real Estate Transactions, Budgets, Financial Accounting, US GAAP, Business Planning, Commercial Real Estate, Residential Land..., CAM Reconciliation, Recruiting, Team Management, Timberline Accounting, Yardi Property..., SAP Implementation, Industrial Real Estate, Banking Relationships, Financial Variance..., Financial Reporting, QuickBooks, Utility District...
Education
University of Arizona 1981 — 1985
Bachelor's degree, Accounting
Arthur Oliver Arthur Oliver's Coopers & Lybrand Experience August 1988 - October 1990
Job Senior Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank November 1990 - Present
Tennessee Army National Guard May 1984 - January 2014
Coopers & Lybrand August 1988 - October 1990
Whitehorn Tankersley & Co., PLLC March 1986 - July 1988
Skills
Wealth Management, Estate Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Banking, CPA, Customer Service, Public Speaking, Real Estate, Leadership
Education
University of Arkansas at Fayetteville 1981 — 1984
Juris Doctor, Law
Memphis State University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
SunTrust Bank November 1990 - Present
Tennessee Army National Guard May 1984 - January 2014
Coopers & Lybrand August 1988 - October 1990
Whitehorn Tankersley & Co., PLLC March 1986 - July 1988
Skills
Wealth Management, Estate Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Banking, CPA, Customer Service, Public Speaking, Real Estate, Leadership
Education
University of Arkansas at Fayetteville 1981 — 1984
Juris Doctor, Law
Memphis State University 1978 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Bonnie Bowen Zades Bonnie Bowen Zades's Coopers & Lybrand Experience 1977 - 1981
Job Tax and Valuation Specialist at Hutchinson Family Office
Industry Financial Services
Experience
Hutchinson Family Office September 2014 - Present
BowenPeeler Financial Advisors 2013 - August 2014
Various Boards and Volunteer Positions 1995 - 2013
The Odyssey Network 2003 - 2012
Furman Selz Investment Banking 1992 - 1997
Equitable Capital 1986 - 1992
The Equitable Life Assurance Society 1982 - 1986
Morgan Guaranty 1980 - 1982
Coopers & Lybrand 1977 - 1981
Skills
Investment Banking, Restructuring, Strategy, Strategic Planning, Entrepreneurship, New Business Development, Management, Mergers, Project Management, Accounting, Company Valuation, E-commerce, Project Planning, Mergers & Acquisitions, Sales Management, Private Equity, International Business, Small Business, Leadership, Marketing, Strategic Financial..., Business Valuation, Investments, Analysis, Finance, Budgets, Corporate Finance, Start-ups, Financial Analysis, Negotiation, Due Diligence, Management Consulting, Competitive Analysis, Venture Capital, Valuation, Business Planning, Financial Modeling, Financial Planning
Education
Columbia University Graduate School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
SUNY Albany 1973 — 1977
BS, Accounting and Finance, Graduated Summa Cum Laude with 4.0 in Accounting
Hutchinson Family Office September 2014 - Present
BowenPeeler Financial Advisors 2013 - August 2014
Various Boards and Volunteer Positions 1995 - 2013
The Odyssey Network 2003 - 2012
Furman Selz Investment Banking 1992 - 1997
Equitable Capital 1986 - 1992
The Equitable Life Assurance Society 1982 - 1986
Morgan Guaranty 1980 - 1982
Coopers & Lybrand 1977 - 1981
Skills
Investment Banking, Restructuring, Strategy, Strategic Planning, Entrepreneurship, New Business Development, Management, Mergers, Project Management, Accounting, Company Valuation, E-commerce, Project Planning, Mergers & Acquisitions, Sales Management, Private Equity, International Business, Small Business, Leadership, Marketing, Strategic Financial..., Business Valuation, Investments, Analysis, Finance, Budgets, Corporate Finance, Start-ups, Financial Analysis, Negotiation, Due Diligence, Management Consulting, Competitive Analysis, Venture Capital, Valuation, Business Planning, Financial Modeling, Financial Planning
Education
Columbia University Graduate School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
SUNY Albany 1973 — 1977
BS, Accounting and Finance, Graduated Summa Cum Laude with 4.0 in Accounting
Rhonda Kitter Rhonda Kitter's Coopers & Lybrand Experience June 1989 - January 1994
Job Chief Financial Officer at Public Education Health Trust
Industry Insurance
Experience
Anchorage Neighborhood Health Center August 2008 - Present
Public Education Health Trust September 1998 - Present
Alaska Association of Health Undewriters October 2012 - Present
Rhonda Kitter Consulting January 1994 - December 1999
Coopers & Lybrand June 1989 - January 1994
Skills
Employee Benefits, Healthcare, Health Insurance, Strategic Planning, Insurance, HIPAA, Policy, Contract Management, Executive Management, Health Care Reform, Financial Accounting, Managerial Finance, Budgets, Analysis, Auditing, Medicare, Process Improvement, Team Building, Leadership, Health Policy, Financial Analysis, Financial Reporting, Managed Care, Forecasting, Executive Development, Non-profit..., Nonprofits, Problem Solving, Financial Management, Management
Education
University of Alaska Anchorage
BAA, Accounting
Anchorage Neighborhood Health Center August 2008 - Present
Public Education Health Trust September 1998 - Present
Alaska Association of Health Undewriters October 2012 - Present
Rhonda Kitter Consulting January 1994 - December 1999
Coopers & Lybrand June 1989 - January 1994
Skills
Employee Benefits, Healthcare, Health Insurance, Strategic Planning, Insurance, HIPAA, Policy, Contract Management, Executive Management, Health Care Reform, Financial Accounting, Managerial Finance, Budgets, Analysis, Auditing, Medicare, Process Improvement, Team Building, Leadership, Health Policy, Financial Analysis, Financial Reporting, Managed Care, Forecasting, Executive Development, Non-profit..., Nonprofits, Problem Solving, Financial Management, Management
Education
University of Alaska Anchorage
BAA, Accounting
Ray Dyer Ray Dyer's Coopers & Lybrand Experience January 1981 - May 1984
Job Adjunct Professor at Culverhouse School of Accountancy, The University of Alabama
Industry Accounting
Experience
Culverhouse School of Accountancy, The University of Alabama August 2015 - Present
Covenant Consulting Group LLC October 2007 - Present
Tidwell DeWitt LLC (successor to DeWitt Dyer LLC) April 2003 - September 2007
Zane May Interests May 2004 - October 2006
DeWitt Dyer LLC (sucessor to DeWitt DeWitt Dyer LLC) May 1999 - April 2003
DeWitt DeWitt & Dyer LLC October 1997 - May 1999
Jamison Money Farmer & Co October 1990 - October 1997
Deloitte & Touche (sucessor to Touche Ross) October 1986 - October 1990
Coopers & Lybrand January 1981 - May 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, QuickBooks
Education
University of Alabama 1980 — 1980
Master of Tax Accounting, Tax Law/Taxation
University of Alabama 1975 — 1979
Bachelor's degree, Accounting
Culverhouse School of Accountancy, The University of Alabama August 2015 - Present
Covenant Consulting Group LLC October 2007 - Present
Tidwell DeWitt LLC (successor to DeWitt Dyer LLC) April 2003 - September 2007
Zane May Interests May 2004 - October 2006
DeWitt Dyer LLC (sucessor to DeWitt DeWitt Dyer LLC) May 1999 - April 2003
DeWitt DeWitt & Dyer LLC October 1997 - May 1999
Jamison Money Farmer & Co October 1990 - October 1997
Deloitte & Touche (sucessor to Touche Ross) October 1986 - October 1990
Coopers & Lybrand January 1981 - May 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, QuickBooks
Education
University of Alabama 1980 — 1980
Master of Tax Accounting, Tax Law/Taxation
University of Alabama 1975 — 1979
Bachelor's degree, Accounting
Gary Fuchs, CPA, MPhil Gary Fuchs, CPA, MPhil's Coopers & Lybrand Experience 1991 - 1993
Job Finance Executive / Consultant
Industry Financial Services
Experience
DFB Pharmaceuticals, Inc July 2012 - Present
JSW Real Estate Investments, LLC 2010 - 2012
Rhodes Homes 2007 - 2009
Rhodes Homes 2005 - 2007
Advanced Micro Devices 1998 - 2004
Advanced Micro Devices 1998 - 2004
Advanced Micro Devices 1998 - 2004
Coopers & Lybrand 1991 - 1993
Skills
Strategic Financial..., SAP FICO, Timberline Accounting, Financial Reporting, Financial Modeling, Consolidated Financial..., Investor Relations, Process Improvement, Business Intelligence, Cash Management, Job Costing, Product Costing, Product Cost Analysis, ERP Implementations, Financial Accounting, SAP Implementation, Best Practices, Shared Services, Project Management, Managing Project Budgets, Key Performance..., Business Process..., Financial Close Process, M&A support
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Master of Philosophy (MPhil), Ecomomics and Finance
University of California, Los Angeles 1987 — 1991
BA, Economics-Business
DFB Pharmaceuticals, Inc July 2012 - Present
JSW Real Estate Investments, LLC 2010 - 2012
Rhodes Homes 2007 - 2009
Rhodes Homes 2005 - 2007
Advanced Micro Devices 1998 - 2004
Advanced Micro Devices 1998 - 2004
Advanced Micro Devices 1998 - 2004
Coopers & Lybrand 1991 - 1993
Skills
Strategic Financial..., SAP FICO, Timberline Accounting, Financial Reporting, Financial Modeling, Consolidated Financial..., Investor Relations, Process Improvement, Business Intelligence, Cash Management, Job Costing, Product Costing, Product Cost Analysis, ERP Implementations, Financial Accounting, SAP Implementation, Best Practices, Shared Services, Project Management, Managing Project Budgets, Key Performance..., Business Process..., Financial Close Process, M&A support
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Master of Philosophy (MPhil), Ecomomics and Finance
University of California, Los Angeles 1987 — 1991
BA, Economics-Business
Robert Schweitzer Robert Schweitzer's Coopers & Lybrand Experience 1991 - 1993
Job Banking Executive
Industry Investment Banking
Experience
Board of Directors January 2013 - Present
SHAY INVESTMENT SERVICES INC. 2007 - 2012
EQUINOX BANK FSB/NORTHWEST SAVINGS BANK 2004 - 2006
UNION PLANTERS BANK (now Regions Bank) 1999 - 2003
BANK OF AMERICA/NATIONSBANK/BARNETT BANK 1993 - 1999
U.S. NAVY (Active & Reserves) 1968 - 1998
COOPERS & LYBRAND 1991 - 1993
THE FIRST NATIONAL BANK OF CHICAGO 1985 - 1991
WACHOVIA CORPORATION 1975 - 1985
Skills
Banking, Due Diligence, Portfolio Management, Strategy, Credit, Finance, Asset Management, Investments, Loans, Management, Financial Modeling, Leadership, Capital Markets, Commercial Banking, Small Business Lending, Mutual Funds, Cash Management, Valuation, Trading, Real Estate, Risk Management, Budgets, Corporate Finance, Mortgage Lending, Investment Banking, Financial Structuring, Fixed Income, Executive Management, Equities, Securities, Financial Risk, Financial Analysis, Credit Analysis, Derivatives, Treasury Management, Emerging Markets, Restructuring, Strategic Financial..., Credit Risk, Investment Advisory
Education
United States Naval Academy
Bachelor of Science (B.S.)
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance
Board of Directors January 2013 - Present
SHAY INVESTMENT SERVICES INC. 2007 - 2012
EQUINOX BANK FSB/NORTHWEST SAVINGS BANK 2004 - 2006
UNION PLANTERS BANK (now Regions Bank) 1999 - 2003
BANK OF AMERICA/NATIONSBANK/BARNETT BANK 1993 - 1999
U.S. NAVY (Active & Reserves) 1968 - 1998
COOPERS & LYBRAND 1991 - 1993
THE FIRST NATIONAL BANK OF CHICAGO 1985 - 1991
WACHOVIA CORPORATION 1975 - 1985
Skills
Banking, Due Diligence, Portfolio Management, Strategy, Credit, Finance, Asset Management, Investments, Loans, Management, Financial Modeling, Leadership, Capital Markets, Commercial Banking, Small Business Lending, Mutual Funds, Cash Management, Valuation, Trading, Real Estate, Risk Management, Budgets, Corporate Finance, Mortgage Lending, Investment Banking, Financial Structuring, Fixed Income, Executive Management, Equities, Securities, Financial Risk, Financial Analysis, Credit Analysis, Derivatives, Treasury Management, Emerging Markets, Restructuring, Strategic Financial..., Credit Risk, Investment Advisory
Education
United States Naval Academy
Bachelor of Science (B.S.)
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance
Jon Chambers Jon Chambers's Coopers & Lybrand Experience August 1985 - March 1995
Job Managing Director at SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group April 2014 - Present
Schultz Collins Lawson Chambers, Inc. August 1995 - March 2014
Coopers & Lybrand August 1985 - March 1995
Skills
ERISA, Investments, Retirement Planning, Retirement Plan..., 401k, Retirement, Asset Management, Profit Sharing, Pensions, Employee Benefits, Defined Benefit, Pension Funds, Investment Advisory, Finance, Risk Management, Series 7, Mutual Funds, Investment Policy, Qualified Retirement..., Defined Contribution, Asset Allocation, Investment Strategies, Wealth Management, Fiduciary, Series 63, Investment Management, Alternative Investments, Financial Advisory, ETFs, Series 24, Securities, Pension Administration, Plan Administration
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, Economics
SageView Advisory Group April 2014 - Present
Schultz Collins Lawson Chambers, Inc. August 1995 - March 2014
Coopers & Lybrand August 1985 - March 1995
Skills
ERISA, Investments, Retirement Planning, Retirement Plan..., 401k, Retirement, Asset Management, Profit Sharing, Pensions, Employee Benefits, Defined Benefit, Pension Funds, Investment Advisory, Finance, Risk Management, Series 7, Mutual Funds, Investment Policy, Qualified Retirement..., Defined Contribution, Asset Allocation, Investment Strategies, Wealth Management, Fiduciary, Series 63, Investment Management, Alternative Investments, Financial Advisory, ETFs, Series 24, Securities, Pension Administration, Plan Administration
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, Economics
Anamaria Troisi Anamaria Troisi's Coopers & Lybrand Experience January 1997 - March 1998
Job Terra Realty & Terra Group
Industry Real Estate
Experience
Terra Group February 2010 - Present
F F & T, INC January 2010 - Present
Industrial Replacement Products, Corp. February 2005 - Present
H & R Block December 2005 - April 2006
STAVCA at Industrias Venoco, C.A. April 1999 - September 2004
Pfizer Pharmaceuticals March 1998 - April 1999
Coopers & Lybrand January 1997 - March 1998
Skills
Real Estate, Short Sales, Real Estate Development, Condos, REO, Investment Properties, Investments, Investors, Real Estate Transactions, Foreclosures, Referrals, Luxury, Sellers, Selling, FHA, First Time Home Buyers, Listings, Mortgage Lending, Relocation, Residential Homes, Sales, Single Family Homes
Education
Universidad de Carabobo 1990 — 1996
Licenciado en Contaduria Publica, Public Accountant
Terra Group February 2010 - Present
F F & T, INC January 2010 - Present
Industrial Replacement Products, Corp. February 2005 - Present
H & R Block December 2005 - April 2006
STAVCA at Industrias Venoco, C.A. April 1999 - September 2004
Pfizer Pharmaceuticals March 1998 - April 1999
Coopers & Lybrand January 1997 - March 1998
Skills
Real Estate, Short Sales, Real Estate Development, Condos, REO, Investment Properties, Investments, Investors, Real Estate Transactions, Foreclosures, Referrals, Luxury, Sellers, Selling, FHA, First Time Home Buyers, Listings, Mortgage Lending, Relocation, Residential Homes, Sales, Single Family Homes
Education
Universidad de Carabobo 1990 — 1996
Licenciado en Contaduria Publica, Public Accountant
Joseph Dowling Joseph Dowling's Coopers & Lybrand Experience 1992 - 1994
Job Open to New Opportunities
Industry Biotechnology
Experience
MediVas 2005 - 2013
Citigroup 1998 - 2004
Digitech Solutions 1996 - 1998
KPMG Baymark 1994 - 1996
Coopers & Lybrand 1992 - 1994
CS First Boston 1987 - 1991
Coopers & Lybrand 1982 - 1987
Skills
Operations Finance, P&L Ownership, SEC Financial Reporting, Financial Planning &..., Treasury Management, Capital Raising, Mergers & Acquisitions, Growth & Strategy, Business Development, Sarbanes-Oxley
Education
University of California, Los Angeles
BA, Economics
MediVas 2005 - 2013
Citigroup 1998 - 2004
Digitech Solutions 1996 - 1998
KPMG Baymark 1994 - 1996
Coopers & Lybrand 1992 - 1994
CS First Boston 1987 - 1991
Coopers & Lybrand 1982 - 1987
Skills
Operations Finance, P&L Ownership, SEC Financial Reporting, Financial Planning &..., Treasury Management, Capital Raising, Mergers & Acquisitions, Growth & Strategy, Business Development, Sarbanes-Oxley
Education
University of California, Los Angeles
BA, Economics
Catherine Pegeron Catherine Pegeron's Coopers & Lybrand Experience November 1984 - April 1992
Job Independent Agent, Medicare Specialist at Health and Human Services Consulting, LLC
Industry Financial Services
Experience
Health and Human Services Consulting, LLC March 2011 - Present
Pre-Paid Legal Services, Inc. January 2011 - March 2012
EIRO Research September 2009 - January 2011
Wood River Construction October 2003 - December 2010
Scudder Investments December 1999 - October 2003
EIP, Inc January 1997 - November 1999
Primark Benefits February 1993 - December 1996
First Actuarial Corporation June 1992 - December 1992
Coopers & Lybrand November 1984 - April 1992
Richard Viola & Associates, Inc July 1981 - November 1984
Skills
Labor Relations, Investments, Insurance, Small Business, Health Insurance, Medicare Supplements, Medicare Part D, Medicare Advantage
Education
University of California, Berkeley 1977 — 1981
BS Business Administration, Finance, Marketing, Organizational Behavior and Industrial Relations
Health and Human Services Consulting, LLC March 2011 - Present
Pre-Paid Legal Services, Inc. January 2011 - March 2012
EIRO Research September 2009 - January 2011
Wood River Construction October 2003 - December 2010
Scudder Investments December 1999 - October 2003
EIP, Inc January 1997 - November 1999
Primark Benefits February 1993 - December 1996
First Actuarial Corporation June 1992 - December 1992
Coopers & Lybrand November 1984 - April 1992
Richard Viola & Associates, Inc July 1981 - November 1984
Skills
Labor Relations, Investments, Insurance, Small Business, Health Insurance, Medicare Supplements, Medicare Part D, Medicare Advantage
Education
University of California, Berkeley 1977 — 1981
BS Business Administration, Finance, Marketing, Organizational Behavior and Industrial Relations
Jordanna Ferreira Jordanna Ferreira's Coopers & Lybrand Experience 1984 - 1988
Job Chief Financial Officer & Chief Compliance Officer at The Davis Companies
Industry Real Estate
Experience
The Davis Companies March 2011 - Present
Jordanna Ferreira Consulting January 2010 - February 2011
MacFarlane Partners 1996 - 2009
Diane Feinstein for Senate 1994 - 1996
Ferreira Tax and Consulting Services 1988 - 1994
Coopers & Lybrand 1984 - 1988
Education
University of California, Berkeley
Women’s Executive Leadership Program Alumni
University of California, Berkeley, Haas School of Business
BS, Business Administration
Université Bordeaux I
One Year Intensive French Language Program
The Davis Companies March 2011 - Present
Jordanna Ferreira Consulting January 2010 - February 2011
MacFarlane Partners 1996 - 2009
Diane Feinstein for Senate 1994 - 1996
Ferreira Tax and Consulting Services 1988 - 1994
Coopers & Lybrand 1984 - 1988
Education
University of California, Berkeley
Women’s Executive Leadership Program Alumni
University of California, Berkeley, Haas School of Business
BS, Business Administration
Université Bordeaux I
One Year Intensive French Language Program
Peter Walzer's Coopers & Lybrand Experience November 1988 - May 1989
Job Principal, Blue Globe Group, Inc.
Industry Management Consulting
Experience
Blue Globe Group, Inc. September 2000 - Present
Pacific Life January 1999 - September 2000
Deloitte Consulting August 1996 - January 1999
Relational Data Systems February 1994 - July 1996
PacTel Cellular August 1989 - January 1994
Coopers & Lybrand November 1988 - May 1989
Independant Consultant September 1986 - November 1988
Your Speed Software May 1987 - March 1988
Skills
Integration, Data Warehousing, Start-ups, Business Strategy, SDLC, Program Management, Business Process, Business Process..., Process Improvement, Strategy, Management Consulting, Management, IT Strategy, Leadership, Visio, Business Process Design, Strategic Planning, CRM, Enterprise Software, Software Project..., Training, Project Management, Agile Methodologies, Change Management, Team Building, PMO, Integrated Marketing, Consulting, Vendor Management, Entrepreneurship, Project Portfolio..., Systems Analysis, Finance, Business Intelligence
Education
University of California, Berkeley 1983 — 1988
B.S., Industrial Engineering Operations Research
Blue Globe Group, Inc. September 2000 - Present
Pacific Life January 1999 - September 2000
Deloitte Consulting August 1996 - January 1999
Relational Data Systems February 1994 - July 1996
PacTel Cellular August 1989 - January 1994
Coopers & Lybrand November 1988 - May 1989
Independant Consultant September 1986 - November 1988
Your Speed Software May 1987 - March 1988
Skills
Integration, Data Warehousing, Start-ups, Business Strategy, SDLC, Program Management, Business Process, Business Process..., Process Improvement, Strategy, Management Consulting, Management, IT Strategy, Leadership, Visio, Business Process Design, Strategic Planning, CRM, Enterprise Software, Software Project..., Training, Project Management, Agile Methodologies, Change Management, Team Building, PMO, Integrated Marketing, Consulting, Vendor Management, Entrepreneurship, Project Portfolio..., Systems Analysis, Finance, Business Intelligence
Education
University of California, Berkeley 1983 — 1988
B.S., Industrial Engineering Operations Research
Amy Reeves Powers Amy Reeves Powers's Coopers & Lybrand Experience August 1990 - June 1992
Job CPA
Industry Accounting
Experience
Acosta Tax & Accounting Services August 2011 - Present
Crimson Advisory Group November 2010 - Present
Grennan Fender Ruta, LLLP 2007 - August 2011
CFO Strategic Partners July 2005 - December 2007
Wells Fargo Corporation June 1992 - December 2007
Coopers & Lybrand August 1990 - June 1992
KPMG August 1989 - August 1990
Skills
Accounting, Small Business, CPA, Cash Flow, Human Resources, Tax, Tax Accounting, Tax Law, Management, Financial Reporting, Finance, Nonprofits, Strategy, QuickBooks, Tax Preparation, Program Management, Auditing, Corporate Tax, General Ledger, GAAP
Education
University of Alabama 1988 — 1989
Masters, Tax Accounting
University of Alabama 1983 — 1987
Bachelor of Science, Accounting
Acosta Tax & Accounting Services August 2011 - Present
Crimson Advisory Group November 2010 - Present
Grennan Fender Ruta, LLLP 2007 - August 2011
CFO Strategic Partners July 2005 - December 2007
Wells Fargo Corporation June 1992 - December 2007
Coopers & Lybrand August 1990 - June 1992
KPMG August 1989 - August 1990
Skills
Accounting, Small Business, CPA, Cash Flow, Human Resources, Tax, Tax Accounting, Tax Law, Management, Financial Reporting, Finance, Nonprofits, Strategy, QuickBooks, Tax Preparation, Program Management, Auditing, Corporate Tax, General Ledger, GAAP
Education
University of Alabama 1988 — 1989
Masters, Tax Accounting
University of Alabama 1983 — 1987
Bachelor of Science, Accounting
Andrea Soll Revelant Andrea Soll Revelant's Coopers & Lybrand Experience October 1994 - August 1995
Job .
Industry Computer Software
Experience
Shearman & Sterling LLP February 2012 - February 2015
Wipro Technologies May 2010 - February 2012
SphereGen/Impact Management July 2009 - February 2011
Charles River Consultants, Inc February 1996 - September 2009
Conchango NY, Inc February 2006 - December 2007
Johnson & Higgins August 1995 - January 1996
Coopers & Lybrand October 1994 - August 1995
The Future Now August 1993 - October 1994
Andersen Consulting September 1991 - August 1993
Skills
CRM, Project Management, Business Intelligence, Program Management, Business Analysis, SharePoint, Business Process, Data Center, Microsoft Office..., ITIL, SDLC, Change Management, Cloud Computing, Microsoft Technologies, Solution Architecture
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Science, Business Administration, MIS & Finance
Shearman & Sterling LLP February 2012 - February 2015
Wipro Technologies May 2010 - February 2012
SphereGen/Impact Management July 2009 - February 2011
Charles River Consultants, Inc February 1996 - September 2009
Conchango NY, Inc February 2006 - December 2007
Johnson & Higgins August 1995 - January 1996
Coopers & Lybrand October 1994 - August 1995
The Future Now August 1993 - October 1994
Andersen Consulting September 1991 - August 1993
Skills
CRM, Project Management, Business Intelligence, Program Management, Business Analysis, SharePoint, Business Process, Data Center, Microsoft Office..., ITIL, SDLC, Change Management, Cloud Computing, Microsoft Technologies, Solution Architecture
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Science, Business Administration, MIS & Finance
Robin Tylim, CPA Robin Tylim, CPA's Coopers & Lybrand Experience August 1994 - September 1997
Job Math Teacher at Greater Lowell Tech HS
Industry Financial Services
Experience
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Caterina Mozingo, CPA, PFS Caterina Mozingo, CPA, PFS's Coopers & Lybrand Experience August 1991 - November 1995
Job Principal at Aldridge, Borden & Company, PC
Industry Accounting
Experience
Aldridge, Borden & Company, PC November 1995 - Present
Coopers & Lybrand August 1991 - November 1995
Skills
CPA, Income Tax, Tax Preparation, Corporate Tax, Tax, S Corporations, Partnership Taxation, Tax Research, Accounting, Tax Accounting, Tax Returns, General Ledger, Budgets, Finance, Financial Analysis, Financial Statements, Strategic Financial..., High Net Worth..., Financial Reporting, Assurance, Financial Accounting, QuickBooks
Education
University of Alabama 1990 — 1991
Masters of Tax Accounting, Tax Accounting
University of Alabama 1986 — 1990
Bachelor of Science, Summa Cum Laude, Commerce & Business Administration
Aldridge, Borden & Company, PC November 1995 - Present
Coopers & Lybrand August 1991 - November 1995
Skills
CPA, Income Tax, Tax Preparation, Corporate Tax, Tax, S Corporations, Partnership Taxation, Tax Research, Accounting, Tax Accounting, Tax Returns, General Ledger, Budgets, Finance, Financial Analysis, Financial Statements, Strategic Financial..., High Net Worth..., Financial Reporting, Assurance, Financial Accounting, QuickBooks
Education
University of Alabama 1990 — 1991
Masters of Tax Accounting, Tax Accounting
University of Alabama 1986 — 1990
Bachelor of Science, Summa Cum Laude, Commerce & Business Administration
André Meunier André Meunier's Coopers & Lybrand Experience 1989 - 1990
Job Alogient Inc
Industry Accounting
Experience
Alogient Inc January 2013 - Present
Gestias Inc. September 2012 - November 2012
Alyotech Canada/Groupe conseil OSI Inc December 2007 - May 2012
Corporation Quad Inc March 2007 - December 2007
Cirque du Soleil 2006 - 2006
westcliff management 2002 - 2004
Westcliff group 1999 - 2000
Blais Greene 1992 - 1992
Coopers & Lybrand 1989 - 1990
Skills
Excel, PowerPoint, Word, Budgeting, Accounting, Financial Reporting, Forecasting, Financial Analysis, Audit, Microsoft Office, Process Improvement, Team Building, SAP, English, Budgets, Microsoft Excel, Auditing, Financial Accounting, Microsoft Word, Management, Team Management, Finance, DES, Internal Controls, Business Analysis, IFRS
Education
Université du Québec à Montréal 1986 — 1989
Baccalauréat, Sciences Comptables
CEGEP Maisonneuve 1982 — 1986
Techniques administratives
stade
Alogient Inc January 2013 - Present
Gestias Inc. September 2012 - November 2012
Alyotech Canada/Groupe conseil OSI Inc December 2007 - May 2012
Corporation Quad Inc March 2007 - December 2007
Cirque du Soleil 2006 - 2006
westcliff management 2002 - 2004
Westcliff group 1999 - 2000
Blais Greene 1992 - 1992
Coopers & Lybrand 1989 - 1990
Skills
Excel, PowerPoint, Word, Budgeting, Accounting, Financial Reporting, Forecasting, Financial Analysis, Audit, Microsoft Office, Process Improvement, Team Building, SAP, English, Budgets, Microsoft Excel, Auditing, Financial Accounting, Microsoft Word, Management, Team Management, Finance, DES, Internal Controls, Business Analysis, IFRS
Education
Université du Québec à Montréal 1986 — 1989
Baccalauréat, Sciences Comptables
CEGEP Maisonneuve 1982 — 1986
Techniques administratives
stade
Thomas Neches | CPA Thomas Neches | CPA's Coopers & Lybrand Experience 1986 - 1990
Job Managing Partner at Thomas Neches & Company | Accounting | Business Valuation | Expert Witness | Financial Forensics |
Industry Accounting
Experience
Thomas Neches & Company January 2000 - Present
Loyola Law School 2003 - 2013
Simpson & Company 1991 - 1999
Coopers & Lybrand 1986 - 1990
Arthur Young & Company 1983 - 1986
The Assessment Group 1977 - 1983
Skills
Litigation, Intellectual Property, Fraud, Accounting, CPA, Forensic Accounting, Business Valuation, Statistical Data..., Expert Witness, Finance, Commercial Litigation, Corporate Law, Alternative Dispute..., Personal Injury, Criminal Law, Arbitration, Due Diligence, Bankruptcy, Trade Secrets, Patent Prosecution, Certified Fraud Examiner, Product Liability, Securities, Mergers & Acquisitions, Management, Legal Assistance, Dispute Resolution, Licensing, Valuation, Private Equity, Patent Litigation, Analysis, Trademarks, Small Business, Employment Law, Copyright Law, Restructuring, Joint Ventures, Civil Litigation, Corporate Finance, Start-ups
Education
UCLA 1978 — 1980
MS, Operations Research
UC San Diego 1972 — 1976
BA, Mathematics and Literature
Thomas Neches & Company January 2000 - Present
Loyola Law School 2003 - 2013
Simpson & Company 1991 - 1999
Coopers & Lybrand 1986 - 1990
Arthur Young & Company 1983 - 1986
The Assessment Group 1977 - 1983
Skills
Litigation, Intellectual Property, Fraud, Accounting, CPA, Forensic Accounting, Business Valuation, Statistical Data..., Expert Witness, Finance, Commercial Litigation, Corporate Law, Alternative Dispute..., Personal Injury, Criminal Law, Arbitration, Due Diligence, Bankruptcy, Trade Secrets, Patent Prosecution, Certified Fraud Examiner, Product Liability, Securities, Mergers & Acquisitions, Management, Legal Assistance, Dispute Resolution, Licensing, Valuation, Private Equity, Patent Litigation, Analysis, Trademarks, Small Business, Employment Law, Copyright Law, Restructuring, Joint Ventures, Civil Litigation, Corporate Finance, Start-ups
Education
UCLA 1978 — 1980
MS, Operations Research
UC San Diego 1972 — 1976
BA, Mathematics and Literature
Ronald Goss Ronald Goss's Coopers & Lybrand Experience 1984 - 1990
Job Finance Professional
Industry International Trade and Development
Experience
US Meat Export Federation February 2008 - Present
The Weintraub Organization August 2006 - November 2007
Third Way Center, Inc July 2002 - August 2006
AT&T Broadband 2000 - 2001
TCI/AT&T Broadband 1995 - 2000
BDO Seidman, LLP June 1992 - June 1995
Yale & Seffinger, PC 1992 - 1994
Campos & Stratis 1990 - 1992
Coopers & Lybrand 1984 - 1990
Camp Ramah June 1977 - August 1983
Education
University of Southern California - Marshall School of Business 1981 — 1984
University of California, Los Angeles 1979 — 1981
N/A, General
San Marino High School 1975 — 1979
Diploma, High School
US Meat Export Federation February 2008 - Present
The Weintraub Organization August 2006 - November 2007
Third Way Center, Inc July 2002 - August 2006
AT&T Broadband 2000 - 2001
TCI/AT&T Broadband 1995 - 2000
BDO Seidman, LLP June 1992 - June 1995
Yale & Seffinger, PC 1992 - 1994
Campos & Stratis 1990 - 1992
Coopers & Lybrand 1984 - 1990
Camp Ramah June 1977 - August 1983
Education
University of Southern California - Marshall School of Business 1981 — 1984
University of California, Los Angeles 1979 — 1981
N/A, General
San Marino High School 1975 — 1979
Diploma, High School
Stephen Davis, CFA's Coopers & Lybrand Experience 1988 - 1990
Job CEO at Signal Analytics
Industry Financial Services
Experience
Signal Investment Research May 2012 - Present
Alpine Mutual Funds 2004 - June 2011
SJ Davis Capital 2001 - 2004
Halpern Capital 1999 - 2001
Arc eConsultants 1998 - 1999
Cowen Asset Management 1990 - 1998
Coopers & Lybrand 1988 - 1990
Skills
Commodity, Equity Research, Energy, Portfolio Management, Financial Modeling, Strategy, Equities, Valuation
Education
University at Albany, SUNY 1984 — 1988
BS, Accounting
Merchant Taylors, UK 1982 — 1984
Math, Physics
Signal Investment Research May 2012 - Present
Alpine Mutual Funds 2004 - June 2011
SJ Davis Capital 2001 - 2004
Halpern Capital 1999 - 2001
Arc eConsultants 1998 - 1999
Cowen Asset Management 1990 - 1998
Coopers & Lybrand 1988 - 1990
Skills
Commodity, Equity Research, Energy, Portfolio Management, Financial Modeling, Strategy, Equities, Valuation
Education
University at Albany, SUNY 1984 — 1988
BS, Accounting
Merchant Taylors, UK 1982 — 1984
Math, Physics
Kevin Braun Kevin Braun's Coopers & Lybrand Experience 1993 - 1997
Job Controller at Athabasca Oil Corporation
Industry Oil & Energy
Experience
Athabasca Oil Corporation October 2009 - Present
OPTI Canada 2004 - 2009
RasGas Company Limited 1999 - 2004
Mobil Oil Canada 1997 - 1999
Coopers & Lybrand 1993 - 1997
Skills
Financial Reporting, Team Leadership, Business Analysis, Change Management, Business Process..., Procurement, Risk Management, Analysis, Contract Management, Process Improvement, Performance Management, Strategic Planning, Microsoft Excel, Petroleum, Energy, Oil & Gas, Finance, Financial Analysis, Gas, Energy Industry, Upstream, Internal Controls, Internal Audit
Education
The University of Calgary 1988 — 1993
BComm, Accounting
Athabasca Oil Corporation October 2009 - Present
OPTI Canada 2004 - 2009
RasGas Company Limited 1999 - 2004
Mobil Oil Canada 1997 - 1999
Coopers & Lybrand 1993 - 1997
Skills
Financial Reporting, Team Leadership, Business Analysis, Change Management, Business Process..., Procurement, Risk Management, Analysis, Contract Management, Process Improvement, Performance Management, Strategic Planning, Microsoft Excel, Petroleum, Energy, Oil & Gas, Finance, Financial Analysis, Gas, Energy Industry, Upstream, Internal Controls, Internal Audit
Education
The University of Calgary 1988 — 1993
BComm, Accounting
Ninon Lavallée Ninon Lavallée's Coopers & Lybrand Experience 1993 - 1996
Job Business Management and IT Consultant
Industry Management Consulting
Experience
Independant 2005 - Present
Promaintech Novaxa 2004 - 2005
Systemcorp 2002 - 2003
BCE Emergis 1999 - 2002
Deloitte Consulting 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Gestion de projet, Intégration, Amélioration des..., Business Analysis, Business Process, Analyste commercial, Management, Change Management, Stratégie IT, Integration, Project Management, Project Portfolio..., Management consulting, Direction de projet, Consulting, Amélioration des..., Leadership d'équipe, Informatique...
Education
Heriott Watt business School - Edinburgh
MBA, Management
1987 — 1991
B Ing, Mécanique
PMI Montréal
PMP, Project management
Independant 2005 - Present
Promaintech Novaxa 2004 - 2005
Systemcorp 2002 - 2003
BCE Emergis 1999 - 2002
Deloitte Consulting 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Gestion de projet, Intégration, Amélioration des..., Business Analysis, Business Process, Analyste commercial, Management, Change Management, Stratégie IT, Integration, Project Management, Project Portfolio..., Management consulting, Direction de projet, Consulting, Amélioration des..., Leadership d'équipe, Informatique...
Education
Heriott Watt business School - Edinburgh
MBA, Management
1987 — 1991
B Ing, Mécanique
PMI Montréal
PMP, Project management
Andy Weinstein Andy Weinstein's Coopers & Lybrand Experience 1989 - 1990
Job SVP, Chief Operations Officer, Chief of Staff at Chartis Accident & Health
Industry Insurance
Experience
Chartis Accident & Health June 2001 - May 2009
Chartis Claim Services January 2000 - May 2001
Health Direct, Inc. (Chartis subsidiary) October 1998 - December 2000
Chartis Insurance Services 1997 - 1998
Chartis Healthcare Management Services 1995 - 1997
AIG Life Insurance Company 1993 - 1995
Chartis Management Consulting 1991 - 1993
Coopers & Lybrand 1989 - 1990
Price Waterhouse Coopers 1985 - 1987
Skills
Insurance, Strategy, Business Analysis, Underwriting
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance/International Business
University at Albany, SUNY 1981 — 1985
BS, Business Adminstration/Computer Science
Chartis Accident & Health June 2001 - May 2009
Chartis Claim Services January 2000 - May 2001
Health Direct, Inc. (Chartis subsidiary) October 1998 - December 2000
Chartis Insurance Services 1997 - 1998
Chartis Healthcare Management Services 1995 - 1997
AIG Life Insurance Company 1993 - 1995
Chartis Management Consulting 1991 - 1993
Coopers & Lybrand 1989 - 1990
Price Waterhouse Coopers 1985 - 1987
Skills
Insurance, Strategy, Business Analysis, Underwriting
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance/International Business
University at Albany, SUNY 1981 — 1985
BS, Business Adminstration/Computer Science
Steve Koons, CPA/ABV/CFF, ASA Steve Koons, CPA/ABV/CFF, ASA's Coopers & Lybrand Experience May 1978 - May 1984
Job Business Valuation Phoenix
Industry Accounting
Experience
Henry & Horne, LLP January 2007 - Present
Stephen E. Koons, CPA/ABV, AM April 2000 - December 2006
Pankow & Company, PC January 2000 - April 2000
Tull, Forsberg & Olson November 1998 - December 1999
Stephen E. Koons, CPA, PC May 1991 - October 1998
Cañada Verde Properties, Inc. January 1986 - June 1993
Rock Road Construction Co, Inc. and Affiliates May 1984 - May 1991
Coopers & Lybrand May 1978 - May 1984
Arthur Andersen & Co January 1976 - April 1978
Skills
Business Valuation, Forensic Accounting, Fair Value, Firm Valuation, Litigation Consulting, Expert Witness, Financial Modeling, Lost Profits, Intangible Assets, Intellectual Property..., Business Disputes, Purchase Price..., Impairment, Financial Forecasting, Damages, Asset Tracing, ESOP, Fraud Examinations, Buy-sell Agreements, Succession Planning, Shareholder Disputes, Financial Feasibility..., Cash Flow Forecasting, Benchmarking, Valuation, Financial Reporting, Accounting, Fraud, Bankruptcy, Finance, Certified Fraud Examiner, CPA, Business
Education
University of Arizona 1974 — 1975
Master of Accounting (emphasis in taxation), Federal Income, Estate & Gift Tax
University of Arizona 1970 — 1974
Bachelor of Science in Business Administration, Major in Accounting
Various Continuing Education Programs
Valuation and Forensic Accounting
Henry & Horne, LLP January 2007 - Present
Stephen E. Koons, CPA/ABV, AM April 2000 - December 2006
Pankow & Company, PC January 2000 - April 2000
Tull, Forsberg & Olson November 1998 - December 1999
Stephen E. Koons, CPA, PC May 1991 - October 1998
Cañada Verde Properties, Inc. January 1986 - June 1993
Rock Road Construction Co, Inc. and Affiliates May 1984 - May 1991
Coopers & Lybrand May 1978 - May 1984
Arthur Andersen & Co January 1976 - April 1978
Skills
Business Valuation, Forensic Accounting, Fair Value, Firm Valuation, Litigation Consulting, Expert Witness, Financial Modeling, Lost Profits, Intangible Assets, Intellectual Property..., Business Disputes, Purchase Price..., Impairment, Financial Forecasting, Damages, Asset Tracing, ESOP, Fraud Examinations, Buy-sell Agreements, Succession Planning, Shareholder Disputes, Financial Feasibility..., Cash Flow Forecasting, Benchmarking, Valuation, Financial Reporting, Accounting, Fraud, Bankruptcy, Finance, Certified Fraud Examiner, CPA, Business
Education
University of Arizona 1974 — 1975
Master of Accounting (emphasis in taxation), Federal Income, Estate & Gift Tax
University of Arizona 1970 — 1974
Bachelor of Science in Business Administration, Major in Accounting
Various Continuing Education Programs
Valuation and Forensic Accounting
Susan Makris Susan Makris's Coopers & Lybrand Experience 1983 - 1989
Job SVP, CHRO at Patelco Credit Union
Industry Financial Services
Experience
CoreLogic November 2009 - May 2013
Fifth Third Bank July 2004 - March 2009
Ernst & Young June 1995 - June 2004
Kenneth Leventhal & Co. February 1989 - May 1995
Coopers & Lybrand 1983 - 1989
Skills
Workforce Planning, Organizational Design, Employee Engagement, Mergers, Succession Planning, Talent Management, Talent Acquisition, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Employee Benefits, Change Management, Coaching, Career Development, Executive Coaching, Interviews, Strategy, Mergers & Acquisitions, Organizational..., Recruiting, Personnel Management, Leadership, Management, Hiring, HRIS, Strategic HR, College Recruiting, Applicant Tracking..., Benefits Administration, HR Policies, Employee Training, Employment Law, HR Consulting, Leadership Development, Temporary Placement, Labor Relations, Technical Recruiting, PeopleSoft, Training, Compensation & Benefit, Sourcing, New Hire Orientations, Executive Pay
Education
University of California, Los Angeles 1977 — 1981
BA
CoreLogic November 2009 - May 2013
Fifth Third Bank July 2004 - March 2009
Ernst & Young June 1995 - June 2004
Kenneth Leventhal & Co. February 1989 - May 1995
Coopers & Lybrand 1983 - 1989
Skills
Workforce Planning, Organizational Design, Employee Engagement, Mergers, Succession Planning, Talent Management, Talent Acquisition, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Employee Benefits, Change Management, Coaching, Career Development, Executive Coaching, Interviews, Strategy, Mergers & Acquisitions, Organizational..., Recruiting, Personnel Management, Leadership, Management, Hiring, HRIS, Strategic HR, College Recruiting, Applicant Tracking..., Benefits Administration, HR Policies, Employee Training, Employment Law, HR Consulting, Leadership Development, Temporary Placement, Labor Relations, Technical Recruiting, PeopleSoft, Training, Compensation & Benefit, Sourcing, New Hire Orientations, Executive Pay
Education
University of California, Los Angeles 1977 — 1981
BA
John Morrissey John Morrissey's Coopers & Lybrand Experience 1979 - 1997
Job Retired from Fortress end of March.
Industry Venture Capital & Private Equity
Experience
RETIRED April 2015 - Present
Fortress Investment Group June 2009 - March 2015
Fortress Investment Group July 2007 - September 2010
General Electric Corporation December 2002 - June 2007
United States Securities and Exchange Commission January 2000 - September 2002
Transamerica Corporation 1997 - 1999
Coopers & Lybrand 1979 - 1997
Skills
Financial Modeling, Private Equity, Corporate Finance, Hedge Funds, Investments, Valuation, Due Diligence, M&A experience
Education
University of California, Berkeley 1975 — 1979
BS, School of Business Administration
RETIRED April 2015 - Present
Fortress Investment Group June 2009 - March 2015
Fortress Investment Group July 2007 - September 2010
General Electric Corporation December 2002 - June 2007
United States Securities and Exchange Commission January 2000 - September 2002
Transamerica Corporation 1997 - 1999
Coopers & Lybrand 1979 - 1997
Skills
Financial Modeling, Private Equity, Corporate Finance, Hedge Funds, Investments, Valuation, Due Diligence, M&A experience
Education
University of California, Berkeley 1975 — 1979
BS, School of Business Administration
Richard Rosoff, CPA's Coopers & Lybrand Experience August 1988 - March 1990
Job Corporate Account Manager at United States Postal Service
Industry Hospitality
Experience
United States Postal Service July 2015 - Present
Host Hotels & Resorts April 2012 - December 2014
Stanley Black & Decker , Inc. November 2005 - March 2011
Solo Cup Company October 2000 - October 2005
Airpax May 1999 - September 2000
Sweetheart Holdings Incorporated July 1996 - May 1999
McCormick October 1995 - July 1996
McCormick June 1993 - October 1995
McCormick April 1990 - June 1993
Coopers & Lybrand August 1988 - March 1990
Skills
Accounting, Financial Reporting, SEC Filings, US GAAP, Management Accounting, Monthly Close Process, Budgets, Forecasting, Finance, Financial Analysis, Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Big 4, Strategic Planning, Financial Accounting, Mergers & Acquisitions, Corporate Finance, General Ledger, SEC filings, Process Improvement
Education
University of Baltimore 1992 — 1995
MBA
University of Maryland College Park 1984 — 1988
BS, Accounting
United States Postal Service July 2015 - Present
Host Hotels & Resorts April 2012 - December 2014
Stanley Black & Decker , Inc. November 2005 - March 2011
Solo Cup Company October 2000 - October 2005
Airpax May 1999 - September 2000
Sweetheart Holdings Incorporated July 1996 - May 1999
McCormick October 1995 - July 1996
McCormick June 1993 - October 1995
McCormick April 1990 - June 1993
Coopers & Lybrand August 1988 - March 1990
Skills
Accounting, Financial Reporting, SEC Filings, US GAAP, Management Accounting, Monthly Close Process, Budgets, Forecasting, Finance, Financial Analysis, Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Big 4, Strategic Planning, Financial Accounting, Mergers & Acquisitions, Corporate Finance, General Ledger, SEC filings, Process Improvement
Education
University of Baltimore 1992 — 1995
MBA
University of Maryland College Park 1984 — 1988
BS, Accounting
Kellie Dupuis Kellie Dupuis's Coopers & Lybrand Experience 1984 - 1987
Job Assistant Vice Chancellor for Operations at State University of New York
Industry Higher Education
Experience
State University of New York August 2014 - Present
State University of New York - System Administration May 2014 - August 2014
State University of New York June 1989 - May 2014
Simmons Machine Tool 1987 - 1989
Coopers & Lybrand 1984 - 1987
Skills
Project Management, Budgets, Higher Education, Financial Reporting, Research, Contract Management, Strategic Planning, Accounting, Student Affairs, Negotiation, Management Consulting, Policy, Procurement, Program Management, Purchasing, Data Analysis, Leadership, Project Planning, System Administration, Access, Analysis, Auditing, Financial Analysis, Process Improvement, Microsoft Excel, Government, Nonprofits, Microsoft Office, Training, Management, Team Building, Risk Management, Managerial Finance, PowerPoint
Education
SUNY Albany 1980 — 1984
BS, Accounting
State University of New York August 2014 - Present
State University of New York - System Administration May 2014 - August 2014
State University of New York June 1989 - May 2014
Simmons Machine Tool 1987 - 1989
Coopers & Lybrand 1984 - 1987
Skills
Project Management, Budgets, Higher Education, Financial Reporting, Research, Contract Management, Strategic Planning, Accounting, Student Affairs, Negotiation, Management Consulting, Policy, Procurement, Program Management, Purchasing, Data Analysis, Leadership, Project Planning, System Administration, Access, Analysis, Auditing, Financial Analysis, Process Improvement, Microsoft Excel, Government, Nonprofits, Microsoft Office, Training, Management, Team Building, Risk Management, Managerial Finance, PowerPoint
Education
SUNY Albany 1980 — 1984
BS, Accounting
Keith Mayer Keith Mayer's Coopers & Lybrand Experience September 1987 - April 1999
Job VP and Corporate Controller at Atlas Air Worldwide
Industry Consumer Goods
Experience
Atlas Air Worldwide November 2010 - Present
PepsiCo April 2009 - July 2010
PepsiCo August 2008 - March 2009
PepsiCo January 2006 - July 2008
PepsiCo January 2004 - January 2006
Frito Lay 2001 - 2003
PepsiCo 1999 - 2001
PricewaterhouseCoopers September 1987 - April 1999
Coopers & Lybrand September 1987 - April 1999
Ernst & Whinney February 1986 - September 1986
Skills
SEC Reporting, Technical Accounting &..., Sarbanes-Oxley..., Financial Reporting, Consolidation, Audit Committee..., CPA, Internal Controls, Joint Ventures, International Experience, Mergers, Shared Services, SEC filings, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley, Finance, Accounting, Financial Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, SEC Filings, Financial Analysis, Management, Analysis, Strategy
Education
University of Bridgeport 1983 — 1987
BS, Accounting
Atlas Air Worldwide November 2010 - Present
PepsiCo April 2009 - July 2010
PepsiCo August 2008 - March 2009
PepsiCo January 2006 - July 2008
PepsiCo January 2004 - January 2006
Frito Lay 2001 - 2003
PepsiCo 1999 - 2001
PricewaterhouseCoopers September 1987 - April 1999
Coopers & Lybrand September 1987 - April 1999
Ernst & Whinney February 1986 - September 1986
Skills
SEC Reporting, Technical Accounting &..., Sarbanes-Oxley..., Financial Reporting, Consolidation, Audit Committee..., CPA, Internal Controls, Joint Ventures, International Experience, Mergers, Shared Services, SEC filings, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley, Finance, Accounting, Financial Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, SEC Filings, Financial Analysis, Management, Analysis, Strategy
Education
University of Bridgeport 1983 — 1987
BS, Accounting
Mauricio Buczmiejuk Mauricio Buczmiejuk's Coopers & Lybrand Experience 1995 - 1998
Job Business Development Executive
Industry Information Technology and Services
Experience
GRVPPE November 2013 - Present
HomeLife Cimerman Real Estate Ltd. 2014 - Present
SEARCH Consultoria em Recursos Humanos April 2012 - November 2013
Synergex Corporation February 2009 - January 2012
Grupo Multi November 2007 - August 2008
Viamar Veículos, Peças e Serviços Ltda. June 2006 - November 2007
Faurecia November 2003 - April 2005
PRGX January 2003 - October 2003
Cimento Tupi - Tupimassa S.A 2000 - 2002
Coopers & Lybrand 1995 - 1998
Skills
Accounting, Internal Controls, Financial Reporting, Business Strategy, Managerial Finance, Forecasting, IFRS, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Management, Spanish, Financial Audits, Negotiation, US GAAP, Cash Flow, ERP, Business Development, Budgets, Mergers & Acquisitions, Business Planning, Corporate Finance, SAP, Consolidation, Finance, Cost Accounting, Restructuring, Internal Audit, Financial Accounting, Auditing, Hyperion Enterprise, Financial Modeling, GAAP, Due Diligence, Cash Management, Tax, Working Capital...
Education
Universidade Presbiteriana Mackenzie 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidade Paulista 1996 — 1999
Bachelor's degree, Accounting
GRVPPE November 2013 - Present
HomeLife Cimerman Real Estate Ltd. 2014 - Present
SEARCH Consultoria em Recursos Humanos April 2012 - November 2013
Synergex Corporation February 2009 - January 2012
Grupo Multi November 2007 - August 2008
Viamar Veículos, Peças e Serviços Ltda. June 2006 - November 2007
Faurecia November 2003 - April 2005
PRGX January 2003 - October 2003
Cimento Tupi - Tupimassa S.A 2000 - 2002
Coopers & Lybrand 1995 - 1998
Skills
Accounting, Internal Controls, Financial Reporting, Business Strategy, Managerial Finance, Forecasting, IFRS, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Management, Spanish, Financial Audits, Negotiation, US GAAP, Cash Flow, ERP, Business Development, Budgets, Mergers & Acquisitions, Business Planning, Corporate Finance, SAP, Consolidation, Finance, Cost Accounting, Restructuring, Internal Audit, Financial Accounting, Auditing, Hyperion Enterprise, Financial Modeling, GAAP, Due Diligence, Cash Management, Tax, Working Capital...
Education
Universidade Presbiteriana Mackenzie 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidade Paulista 1996 — 1999
Bachelor's degree, Accounting
Glenn Billing Glenn Billing's Coopers & Lybrand Experience 1989 - 1994
Job Associate Director Conflicts and New Business Intake at Weil Gotshal and Manges
Industry Information Services
Experience
Weil Gotshal and Manges April 2014 - Present
Weil Gotshal and Manges May 2013 - April 2014
Eden Technologies February 2012 - April 2013
Weil Gotshal & Manges March 2004 - February 2012
ING 1998 - 2004
Barclays Bank 1996 - 1998
Halifax Building Society 1994 - 1996
Coopers & Lybrand 1989 - 1994
Skills
Risk Management, IT Audit, Management, Security, Business Continuity, Auditing, Information Security, Project Management, Disaster Recovery, IT Management, Governance, Vendor Management, Information Technology, Accounting, Strategy, Internal Controls, Finance, Budgets, IT Strategy, Analysis, Information Security..., SharePoint, Litigation Support, Internal Audit, Microsoft Excel, Contract Management, Data Analysis, Operational Risk, Business Analysis, Enterprise Risk..., Software Documentation, CRM, Financial Reporting, Service Delivery, Purchasing, IT Risk Management, Data Privacy, Sarbanes-Oxley Act, Records Management, Integration, Management Accounting, Records, Operational Risk..., IT Operations, IS Security, Process Improvement, Contract Negotiation, PMO, Business Process...
Education
University of Bradford 1985 — 1989
BSc, Technology & Management Science
University of Bradford 1985 — 1989
BSc, Technology & Management
Weil Gotshal and Manges April 2014 - Present
Weil Gotshal and Manges May 2013 - April 2014
Eden Technologies February 2012 - April 2013
Weil Gotshal & Manges March 2004 - February 2012
ING 1998 - 2004
Barclays Bank 1996 - 1998
Halifax Building Society 1994 - 1996
Coopers & Lybrand 1989 - 1994
Skills
Risk Management, IT Audit, Management, Security, Business Continuity, Auditing, Information Security, Project Management, Disaster Recovery, IT Management, Governance, Vendor Management, Information Technology, Accounting, Strategy, Internal Controls, Finance, Budgets, IT Strategy, Analysis, Information Security..., SharePoint, Litigation Support, Internal Audit, Microsoft Excel, Contract Management, Data Analysis, Operational Risk, Business Analysis, Enterprise Risk..., Software Documentation, CRM, Financial Reporting, Service Delivery, Purchasing, IT Risk Management, Data Privacy, Sarbanes-Oxley Act, Records Management, Integration, Management Accounting, Records, Operational Risk..., IT Operations, IS Security, Process Improvement, Contract Negotiation, PMO, Business Process...
Education
University of Bradford 1985 — 1989
BSc, Technology & Management Science
University of Bradford 1985 — 1989
BSc, Technology & Management
Koki Ichiroku Koki Ichiroku's Coopers & Lybrand Experience 1997 - 1998
Job Financial System Implementer
Industry Information Technology and Services
Experience
Kono Consulting, Inc. 2009 - December 2014
Kono Consulting 2008 - 2009
Kono Consulting 2008 - 2008
Kono Consulting 2004 - 2008
Kono Consulting 2000 - 2004
PwC 1999 - 2000
PwC 1998 - 1999
Coopers & Lybrand 1997 - 1998
Skills
ERP, Integration, Accounting, Solution Design, Audit, Microsoft Dynamics, SQL Server 2000-2008, Requirements Analysis, Project Execution, SaaS, Solution Architecture, Business Intelligence, Auditing, Project Management, Microsoft SQL Server, Enterprise Software, CRM, Business Analysis, Consulting, Software Implementation, Software Project..., Business Process
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1997
BS, Business Administration
University of California, Berkeley 1993 — 1997
Kono Consulting, Inc. 2009 - December 2014
Kono Consulting 2008 - 2009
Kono Consulting 2008 - 2008
Kono Consulting 2004 - 2008
Kono Consulting 2000 - 2004
PwC 1999 - 2000
PwC 1998 - 1999
Coopers & Lybrand 1997 - 1998
Skills
ERP, Integration, Accounting, Solution Design, Audit, Microsoft Dynamics, SQL Server 2000-2008, Requirements Analysis, Project Execution, SaaS, Solution Architecture, Business Intelligence, Auditing, Project Management, Microsoft SQL Server, Enterprise Software, CRM, Business Analysis, Consulting, Software Implementation, Software Project..., Business Process
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1997
BS, Business Administration
University of California, Berkeley 1993 — 1997
Vincent Vincenzo, CPA Vincent Vincenzo, CPA's Coopers & Lybrand Experience September 1990 - October 1994
Job Director of Accounting Programs at Omnicom Group Inc.
Industry Marketing and Advertising
Experience
Omnicom Group Inc. August 2004 - Present
TBWA\Worldwide March 2001 - August 2004
TBWA\Chiat\Day August 1998 - March 2001
Omnicom Group Inc. October 1994 - August 1998
Coopers & Lybrand September 1990 - October 1994
WFAN May 1989 - September 1989
Skills
Accounting, Budgeting, Strategic Planning, Compliance, Company Acquisitions, Budgets, Financial Reporting, Financial Analysis, CPA, Auditing, Finance, Financial Accounting, Financial Audits, Forecasting, GAAP, Hyperion Enterprise, Internal Audit, Internal Controls, Tax, US GAAP, Managerial Finance, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Account Reconciliation, IFRS
Education
University at Albany, SUNY 1986 — 1990
B.S., Accounting
Monsignor Farrell High School 1982 — 1986
Omnicom Group Inc. August 2004 - Present
TBWA\Worldwide March 2001 - August 2004
TBWA\Chiat\Day August 1998 - March 2001
Omnicom Group Inc. October 1994 - August 1998
Coopers & Lybrand September 1990 - October 1994
WFAN May 1989 - September 1989
Skills
Accounting, Budgeting, Strategic Planning, Compliance, Company Acquisitions, Budgets, Financial Reporting, Financial Analysis, CPA, Auditing, Finance, Financial Accounting, Financial Audits, Forecasting, GAAP, Hyperion Enterprise, Internal Audit, Internal Controls, Tax, US GAAP, Managerial Finance, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Account Reconciliation, IFRS
Education
University at Albany, SUNY 1986 — 1990
B.S., Accounting
Monsignor Farrell High School 1982 — 1986
Eric Ryan Eric Ryan's Coopers & Lybrand Experience 1994 - 1998
Job Of Counsel (Retired Partner 3/15) at DLA Piper
Industry Legal Services
Experience
DLA Piper 2004 - Present
San Jose State University September 2014 - December 2014
PricewaterhouseCoopers 1994 - 2004
Coopers & Lybrand 1994 - 1998
Apple Computer Inc. 1983 - 1993
Skills
Corporate Law, Transfer Pricing, Cross-border..., Tax Law, International Tax, Tax, Tax Advisory, Corporate Tax, Trusts, Internal Audit, Tax Accounting, Income Tax, Accounting, VAT, Restructuring, Corporate Governance, M&A tax, Legal Research, Tax Treaties, Mergers & Acquisitions, Indirect Taxation, International Tax..., Tax Research, Joint Ventures
Education
University of California, Berkeley - School of Law 1974 — 1977
JD, Law
DLA Piper 2004 - Present
San Jose State University September 2014 - December 2014
PricewaterhouseCoopers 1994 - 2004
Coopers & Lybrand 1994 - 1998
Apple Computer Inc. 1983 - 1993
Skills
Corporate Law, Transfer Pricing, Cross-border..., Tax Law, International Tax, Tax, Tax Advisory, Corporate Tax, Trusts, Internal Audit, Tax Accounting, Income Tax, Accounting, VAT, Restructuring, Corporate Governance, M&A tax, Legal Research, Tax Treaties, Mergers & Acquisitions, Indirect Taxation, International Tax..., Tax Research, Joint Ventures
Education
University of California, Berkeley - School of Law 1974 — 1977
JD, Law
Jay Friedman Jay Friedman's Coopers & Lybrand Experience September 1987 - September 1990
Job Partner at Perelson Weiner LLP
Industry Accounting
Experience
Perelson Weiner LLP September 1990 - Present
Coopers & Lybrand September 1987 - September 1990
Skills
Tax, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Private Equity, CPA, Tax Returns, Family Office, Estate Tax Planning, Small Business, Tax Advisory, Tax Research, Hedge Funds, High Net Worth...
Education
Baruch College 1993 — 1995
M.S, Tax
State University of New York at Albany 1983 — 1987
BS, Accounting & Economics
Perelson Weiner LLP September 1990 - Present
Coopers & Lybrand September 1987 - September 1990
Skills
Tax, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Private Equity, CPA, Tax Returns, Family Office, Estate Tax Planning, Small Business, Tax Advisory, Tax Research, Hedge Funds, High Net Worth...
Education
Baruch College 1993 — 1995
M.S, Tax
State University of New York at Albany 1983 — 1987
BS, Accounting & Economics
Jacques Welche Jacques Welche's Coopers & Lybrand Experience September 1979 - August 1993
Job Partner at Raimondo Pettit Group
Industry Accounting
Experience
Raimondo Pettit Group September 1993 - Present
Raimondo Pettit Group September 1993 - Present
Coopers & Lybrand September 1979 - August 1993
Skills
Tax, CPA, Accounting, Corporate Tax, Financial Reporting, Mergers & Acquisitions, GAAP, Auditing, Income Tax, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SEC Filings, Financial Modeling
Education
Université catholique de Louvain 1974 — 1979
Ingenieur Commercial et de Gestion (Business and Management Engineering)
Athenee Royal de Jodoigne 1962 — 1972
High School degree with emphasis in Math
Raimondo Pettit Group September 1993 - Present
Raimondo Pettit Group September 1993 - Present
Coopers & Lybrand September 1979 - August 1993
Skills
Tax, CPA, Accounting, Corporate Tax, Financial Reporting, Mergers & Acquisitions, GAAP, Auditing, Income Tax, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, SEC Filings, Financial Modeling
Education
Université catholique de Louvain 1974 — 1979
Ingenieur Commercial et de Gestion (Business and Management Engineering)
Athenee Royal de Jodoigne 1962 — 1972
High School degree with emphasis in Math
Steve Vernon FSA Steve Vernon FSA's Coopers & Lybrand Experience June 1975 - October 1978
Job Research Scholar at Stanford Center on Longevity, Financial Security Division
Industry Financial Services
Experience
Stanford Center on Longevity, Financial Security Division January 2013 - Present
Rest-of-Life Communications July 2006 - Present
Mercer Human Resource Consulting 2010 - 2013
Watson Wyatt 1981 - 2006
Olanie, Hurst and Hemrich October 1978 - October 1981
Coopers & Lybrand June 1975 - October 1978
Skills
Employee Benefits, Retirement, Pensions, Email Marketing, Webinars, Strategy, Retirement Planning, Writing, Investments, Actuarial Science
Education
University of California, Irvine 1971 — 1975
BA, Double major Mathematics and Social Science
Stanford Center on Longevity, Financial Security Division January 2013 - Present
Rest-of-Life Communications July 2006 - Present
Mercer Human Resource Consulting 2010 - 2013
Watson Wyatt 1981 - 2006
Olanie, Hurst and Hemrich October 1978 - October 1981
Coopers & Lybrand June 1975 - October 1978
Skills
Employee Benefits, Retirement, Pensions, Email Marketing, Webinars, Strategy, Retirement Planning, Writing, Investments, Actuarial Science
Education
University of California, Irvine 1971 — 1975
BA, Double major Mathematics and Social Science
Glen Yamamoto Glen Yamamoto's Coopers & Lybrand Experience 1991 - 1994
Job
Industry Management Consulting
Experience
Fix8 September 2004 - Present
Brooks Street LLC June 2004 - Present
Coopers & Lybrand 1991 - 1994
Skills
Strategic Planning, Venture Capital, Business Development, New Business Development, Business Planning, Strategic Partnerships, Mobile Devices, Business Strategy, Digital Media, Strategy, Marketing Strategy, Real Estate, Entrepreneurship, Start-ups, Product Management, Investments, Project Management, Executive Management, SaaS, Marketing, Management, Competitive Analysis, Mergers & Acquisitions
Education
University of California, Los Angeles 1981 — 1986
Fix8 September 2004 - Present
Brooks Street LLC June 2004 - Present
Coopers & Lybrand 1991 - 1994
Skills
Strategic Planning, Venture Capital, Business Development, New Business Development, Business Planning, Strategic Partnerships, Mobile Devices, Business Strategy, Digital Media, Strategy, Marketing Strategy, Real Estate, Entrepreneurship, Start-ups, Product Management, Investments, Project Management, Executive Management, SaaS, Marketing, Management, Competitive Analysis, Mergers & Acquisitions
Education
University of California, Los Angeles 1981 — 1986
Rodney Wacker Rodney Wacker's Coopers & Lybrand Experience June 1973 - November 1977
Job Owner of Celestial Care, Exceptional Private Nursing Services in the Home
Industry Hospital & Health Care
Experience
Celestial Care July 2010 - Present
Executives Association of Greater Phoenix July 2010 - Present
MAP April 1992 - August 2010
Arizona Industrial Machinery August 1979 - January 1992
Coopers & Lybrand June 1973 - November 1977
Skills
Healthcare, Nursing, Strategic Planning, Team Building, Leadership Development, Accounting, Accountability, Entrepreneurship, Business Development, Marketing Strategy, Leadership, Management, Management Consulting, Performance Improvement, Healthcare Management, Mergers & Acquisitions, Training, Executive Coaching, Business Planning, New Business Development, Marketing, Operations Management, Business Intelligence, Sales Management, Networking, Coaching, Home Care, Finance, Budgets, Change Management, Executive Management, Sales, Time Management, Customer Satisfaction, Employee Benefits, Team Leadership, Account Management, Customer Service, Healthcare Industry, Organizational..., Small Business, Banking, Strategy, Medicare, Business Strategy, Process Improvement, Start-ups, Contract Negotiation, Program Management, Healthcare Consulting
Education
University of Arizona 1969 — 1973
Bachelor of Science, Accounting
Peoria High School, Peoria, AZ 1965 — 1969
Celestial Care July 2010 - Present
Executives Association of Greater Phoenix July 2010 - Present
MAP April 1992 - August 2010
Arizona Industrial Machinery August 1979 - January 1992
Coopers & Lybrand June 1973 - November 1977
Skills
Healthcare, Nursing, Strategic Planning, Team Building, Leadership Development, Accounting, Accountability, Entrepreneurship, Business Development, Marketing Strategy, Leadership, Management, Management Consulting, Performance Improvement, Healthcare Management, Mergers & Acquisitions, Training, Executive Coaching, Business Planning, New Business Development, Marketing, Operations Management, Business Intelligence, Sales Management, Networking, Coaching, Home Care, Finance, Budgets, Change Management, Executive Management, Sales, Time Management, Customer Satisfaction, Employee Benefits, Team Leadership, Account Management, Customer Service, Healthcare Industry, Organizational..., Small Business, Banking, Strategy, Medicare, Business Strategy, Process Improvement, Start-ups, Contract Negotiation, Program Management, Healthcare Consulting
Education
University of Arizona 1969 — 1973
Bachelor of Science, Accounting
Peoria High School, Peoria, AZ 1965 — 1969
Marisa Mayer Marisa Mayer's Coopers & Lybrand Experience August 1996 - December 1996
Job Head of Talent Management at Eastwick
Industry Human Resources
Experience
Eastwick January 2014 - Present
Sparkpr March 2012 - January 2014
PR Talent January 2011 - February 2012
MRM Consulting December 2010 - February 2012
Bite Communications September 2003 - October 2010
Applied Communications 2000 - 2003
Gap Inc. 1993 - 2000
Coopers & Lybrand August 1996 - December 1996
Sandy Scott & Associates (Personnel Consulting) 1989 - 1993
Skills
Recruiting, Employee Relations, Employee Benefits, Performance Management, Employee Training, Employee Engagement, Talent Management, Management, Temporary Staffing, HR Policies, Technical Recruiting, Temporary Placement, Onboarding, College Recruiting, Leadership, Organizational..., Event Planning, Human Resources, Interviews, Internal Communications, Social Media, Talent Acquisition, Executive Search, Program Management, Training, Corporate Communications, Public Relations, Staff Development, Sourcing, Strategy, HRIS, Performance Appraisal, Succession Planning, Deferred Compensation, Consulting, Employer Branding, Personnel Management, Executive Coaching, Workforce Planning, Benefits Administration, Career Development, Applicant Tracking..., Organizational..., New Hire Orientations, Job Descriptions, Organizational Design, Internet Recruiting, HR Consulting, Thought Leadership, Compensation & Benefit
Education
University of California, Davis 1984 — 1988
BS, Managerial Economics
Eastwick January 2014 - Present
Sparkpr March 2012 - January 2014
PR Talent January 2011 - February 2012
MRM Consulting December 2010 - February 2012
Bite Communications September 2003 - October 2010
Applied Communications 2000 - 2003
Gap Inc. 1993 - 2000
Coopers & Lybrand August 1996 - December 1996
Sandy Scott & Associates (Personnel Consulting) 1989 - 1993
Skills
Recruiting, Employee Relations, Employee Benefits, Performance Management, Employee Training, Employee Engagement, Talent Management, Management, Temporary Staffing, HR Policies, Technical Recruiting, Temporary Placement, Onboarding, College Recruiting, Leadership, Organizational..., Event Planning, Human Resources, Interviews, Internal Communications, Social Media, Talent Acquisition, Executive Search, Program Management, Training, Corporate Communications, Public Relations, Staff Development, Sourcing, Strategy, HRIS, Performance Appraisal, Succession Planning, Deferred Compensation, Consulting, Employer Branding, Personnel Management, Executive Coaching, Workforce Planning, Benefits Administration, Career Development, Applicant Tracking..., Organizational..., New Hire Orientations, Job Descriptions, Organizational Design, Internet Recruiting, HR Consulting, Thought Leadership, Compensation & Benefit
Education
University of California, Davis 1984 — 1988
BS, Managerial Economics
Stan C. Moss Stan C. Moss's Coopers & Lybrand Experience June 1994 - May 1996
Job CEO of Polen Capital
Industry Financial Services
Experience
Polen Capital June 2012 - Present
Polen Capital October 2003 - May 2012
AmSouth Bank May 1996 - September 2003
Coopers & Lybrand June 1994 - May 1996
Skills
Asset Managment, Equities, Investments, Management, Mergers & Acquisitions, Wealth Management, Financial Services, Financial Modeling, Options, Asset Management, Investment Management, Investment Strategies, Due Diligence, Valuation, Portfolio Management, Equity Research, Venture Capital, Hedge Funds, Trading, Finance, Alternative Investments, High Net Worth..., Banking, Bonds, Asset Allocation, Bloomberg, Securities, Strategy, Equity Trading, Capital Markets, Financial Analysis, Financial Markets, Fixed Income, Fund Of Funds, Investment Advisory, Investment Banking, Mutual Funds, Private Equity, Series 7, Strategic Financial..., Risk Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Science, Global Finance
University of Alabama, Manderson Graduate School of Business 1992 — 1994
MBA, Strategy
University of Alabama 1988 — 1992
B.S., Accounting
Polen Capital June 2012 - Present
Polen Capital October 2003 - May 2012
AmSouth Bank May 1996 - September 2003
Coopers & Lybrand June 1994 - May 1996
Skills
Asset Managment, Equities, Investments, Management, Mergers & Acquisitions, Wealth Management, Financial Services, Financial Modeling, Options, Asset Management, Investment Management, Investment Strategies, Due Diligence, Valuation, Portfolio Management, Equity Research, Venture Capital, Hedge Funds, Trading, Finance, Alternative Investments, High Net Worth..., Banking, Bonds, Asset Allocation, Bloomberg, Securities, Strategy, Equity Trading, Capital Markets, Financial Analysis, Financial Markets, Fixed Income, Fund Of Funds, Investment Advisory, Investment Banking, Mutual Funds, Private Equity, Series 7, Strategic Financial..., Risk Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Science, Global Finance
University of Alabama, Manderson Graduate School of Business 1992 — 1994
MBA, Strategy
University of Alabama 1988 — 1992
B.S., Accounting
Lee Ann Williams Lee Ann Williams's Coopers & Lybrand Experience February 1992 - January 1994
Job Experienced Corporate Auditor, Research Analyst and Paralegal
Industry Accounting
Experience
Taste of the Season Catering August 2013 - January 2015
Frontier Airlines May 2013 - July 2013
Coopers & Lybrand February 1992 - January 1994
Talent Force, Inc. September 1991 - February 1992
Raytheon Company May 1989 - July 1991
Central Savings Bank August 1988 - May 1989
America West Airlines August 1986 - June 1988
Claire's Accessories August 1985 - August 1986
Department of the Army May 1981 - September 1984
The University of Arizona January 1984 - May 1984
Education
University of Arizona
BSBA, Business Economics
University of Colorado at Denver
Paralegal
Taste of the Season Catering August 2013 - January 2015
Frontier Airlines May 2013 - July 2013
Coopers & Lybrand February 1992 - January 1994
Talent Force, Inc. September 1991 - February 1992
Raytheon Company May 1989 - July 1991
Central Savings Bank August 1988 - May 1989
America West Airlines August 1986 - June 1988
Claire's Accessories August 1985 - August 1986
Department of the Army May 1981 - September 1984
The University of Arizona January 1984 - May 1984
Education
University of Arizona
BSBA, Business Economics
University of Colorado at Denver
Paralegal
Adrian Sapollnik Adrian Sapollnik's Coopers & Lybrand Experience August 1992 - August 1996
Job Senior Vice President, Strategy & Corporate Development at Omnicom Group
Industry Financial Services
Experience
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Gary Dean Gary Dean's Coopers & Lybrand Experience September 1992 - July 1995
Job Partner at Milemark Partners, LLC
Industry Financial Services
Experience
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
Diane Giampaoli Diane Giampaoli's Coopers & Lybrand Experience 1980 - 1983
Job Tax Executive at CSAA Insurance Group
Industry Financial Services
Experience
CSAA Insurance Group 2007 - Present
The PMI Group, Inc. 1996 - 2007
IT Group 1987 - 1995
Atlantic Richfield Corp. 1983 - 1987
Coopers & Lybrand 1980 - 1983
Skills
Insurance, Mergers, Tax, Financial Analysis, CPA, Financial Reporting
Education
University of California, Los Angeles 1976 — 1977
BA, Economics
University of California, Davis 1973 — 1975
BA, Economics
CSAA Insurance Group 2007 - Present
The PMI Group, Inc. 1996 - 2007
IT Group 1987 - 1995
Atlantic Richfield Corp. 1983 - 1987
Coopers & Lybrand 1980 - 1983
Skills
Insurance, Mergers, Tax, Financial Analysis, CPA, Financial Reporting
Education
University of California, Los Angeles 1976 — 1977
BA, Economics
University of California, Davis 1973 — 1975
BA, Economics
Laura Fergerson, CPA Laura Fergerson, CPA's Coopers & Lybrand Experience 1985 - 1992
Job Senior Vice President, Global Fund Administration
Industry Investment Management
Experience
Franklin Templeton Investments June 1993 - Present
Coopers & Lybrand 1985 - 1992
Skills
Mutual Funds, Financial Reporting, Fund Accounting, Asset Managment, Securities, Financial Statements, Fund Administration, Valuation, Hedge Funds, Strategic Financial..., Auditing, Banking, Equities, Finance, Alternative Investments, Asset Management, Financial Analysis, Derivatives
Education
University of California, Berkeley
BA, Economics
Franklin Templeton Investments June 1993 - Present
Coopers & Lybrand 1985 - 1992
Skills
Mutual Funds, Financial Reporting, Fund Accounting, Asset Managment, Securities, Financial Statements, Fund Administration, Valuation, Hedge Funds, Strategic Financial..., Auditing, Banking, Equities, Finance, Alternative Investments, Asset Management, Financial Analysis, Derivatives
Education
University of California, Berkeley
BA, Economics
Jon Orvik Jon Orvik's Coopers & Lybrand Experience September 1993 - August 1995
Job CFO / CCO PAMLI Capital Management LLC
Industry Financial Services
Experience
PAMLI Capital Management LLC February 2014 - Present
Apollo Management November 2008 - January 2014
Citigroup May 2007 - August 2008
National Australia Bank March 2005 - May 2007
Dexia October 2001 - February 2003
PricewaterhouseCoopers September 1995 - October 2001
Coopers & Lybrand September 1993 - August 1995
Skills
Fixed Income, Private Equity, Hedge Funds, Derivatives, Investment Banking, Alternative Investments, Finance, Structured Finance, Financial Structuring, Banking, Market Risk, Accounting, Analysis, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of Michigan Law School 1990 — 1993
JD, Law
University of California, Berkeley 1986 — 1990
BA, Economics
PAMLI Capital Management LLC February 2014 - Present
Apollo Management November 2008 - January 2014
Citigroup May 2007 - August 2008
National Australia Bank March 2005 - May 2007
Dexia October 2001 - February 2003
PricewaterhouseCoopers September 1995 - October 2001
Coopers & Lybrand September 1993 - August 1995
Skills
Fixed Income, Private Equity, Hedge Funds, Derivatives, Investment Banking, Alternative Investments, Finance, Structured Finance, Financial Structuring, Banking, Market Risk, Accounting, Analysis, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of Michigan Law School 1990 — 1993
JD, Law
University of California, Berkeley 1986 — 1990
BA, Economics
Dawn Haviland Dawn Haviland's Coopers & Lybrand Experience May 1997 - August 1997
Job Brand Building and Shopper Capability Associate Director at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 1998 - Present
Coopers & Lybrand May 1997 - August 1997
Merrill Lynch May 1996 - August 1996
Skills
Forecasting, Market Research, Business Strategy, Consumer Products, Market Planning, Talent Management, Management, Competitive Analysis, Sales, Analysis, Cross-functional Team..., Customer Insight, Strategy, Budgets, Retail, Segmentation, Customer Service, Product Development, Marketing Research, Consumer Behaviour, Market Analysis, Brand Management, Team Building, Marketing Management, Shopper Marketing, Marketing, Marketing Strategy
Education
University of Alabama 1996 — 1998
MBA, Strategy
University of Alabama 1993 — 1997
BS, Management
Alabama School of Math & Science 1991 — 1993
Procter & Gamble August 1998 - Present
Coopers & Lybrand May 1997 - August 1997
Merrill Lynch May 1996 - August 1996
Skills
Forecasting, Market Research, Business Strategy, Consumer Products, Market Planning, Talent Management, Management, Competitive Analysis, Sales, Analysis, Cross-functional Team..., Customer Insight, Strategy, Budgets, Retail, Segmentation, Customer Service, Product Development, Marketing Research, Consumer Behaviour, Market Analysis, Brand Management, Team Building, Marketing Management, Shopper Marketing, Marketing, Marketing Strategy
Education
University of Alabama 1996 — 1998
MBA, Strategy
University of Alabama 1993 — 1997
BS, Management
Alabama School of Math & Science 1991 — 1993
Jeff Perry Jeff Perry's Coopers & Lybrand Experience 1989 - 1991
Job Regional Vice President at American Golf Corporation
Industry Sports
Experience
American Golf Corporation September 2011 - Present
KemperSports Management January 2007 - August 2011
Shea Homes November 2005 - January 2007
Intrawest September 2004 - November 2005
American Golf Corporation June 1994 - September 2004
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt 1993 - 1993
Coopers & Lybrand 1989 - 1991
Skills
Start-up Operations, Golf, Financial Analysis, Budgeting, Accounting, Food & Beverage, Customer Relations, Customer Service, Inventory Management, Retail, Merchandising, Golf Courses, Budgets, Start-ups, Marketing, Leadership, Golf Course Management, Sales, Club, Resorts, Golf Management, Tournaments, Golf Instruction, Restaurants, CRM, Sports Marketing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, General Management, Consulting, Human Resource Management
University of California, Los Angeles 1985 — 1989
BA, Economics
American Golf Corporation September 2011 - Present
KemperSports Management January 2007 - August 2011
Shea Homes November 2005 - January 2007
Intrawest September 2004 - November 2005
American Golf Corporation June 1994 - September 2004
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt 1993 - 1993
Coopers & Lybrand 1989 - 1991
Skills
Start-up Operations, Golf, Financial Analysis, Budgeting, Accounting, Food & Beverage, Customer Relations, Customer Service, Inventory Management, Retail, Merchandising, Golf Courses, Budgets, Start-ups, Marketing, Leadership, Golf Course Management, Sales, Club, Resorts, Golf Management, Tournaments, Golf Instruction, Restaurants, CRM, Sports Marketing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, General Management, Consulting, Human Resource Management
University of California, Los Angeles 1985 — 1989
BA, Economics
Lisa Signorelli Lisa Signorelli's Coopers & Lybrand Experience January 1978 - October 1982
Job Lisa M. Signorelli, CPA
Industry Accounting
Experience
Lisa M. Signorelli, CPA January 1997 - Present
Coopers & Lybrand January 1978 - October 1982
Skills
Tax, Corporate Governance, Tax Research, General Ledger, Estate Planning, QuickBooks, Sales Tax, Accounting, Trusts, Partnership Taxation, Corporate Tax, IRS, Small Business, Tax Preparation, Managerial Finance, Income Tax, Financial Statements, Financial Analysis, CPA, Tax Advisory, Tax Accounting, LLC, S Corporations, Tax Returns, Due Diligence, Strategic Financial..., Accountants, Financial Planning
Education
University at Albany, SUNY 1972 — 1976
BS, Accounting
Lisa M. Signorelli, CPA January 1997 - Present
Coopers & Lybrand January 1978 - October 1982
Skills
Tax, Corporate Governance, Tax Research, General Ledger, Estate Planning, QuickBooks, Sales Tax, Accounting, Trusts, Partnership Taxation, Corporate Tax, IRS, Small Business, Tax Preparation, Managerial Finance, Income Tax, Financial Statements, Financial Analysis, CPA, Tax Advisory, Tax Accounting, LLC, S Corporations, Tax Returns, Due Diligence, Strategic Financial..., Accountants, Financial Planning
Education
University at Albany, SUNY 1972 — 1976
BS, Accounting
Craig Broder Craig Broder's Coopers & Lybrand Experience September 1991 - August 1996
Job IT Chief Operating Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse September 2008 - July 2015
Credit Suisse September 2008 - July 2014
Merrill Lynch November 2005 - September 2008
JPMorgan Chase September 1996 - November 2005
Coopers & Lybrand September 1991 - August 1996
Skills
Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Prime Brokerage, Auditing, Finance, Trading Systems, Capital Markets, Derivatives, Equities, Risk Management, Strategic Financial..., Analysis
Education
University at Buffalo 1987 — 1991
B.S., Accounting
Credit Suisse July 2015 - Present
Credit Suisse September 2008 - July 2015
Credit Suisse September 2008 - July 2014
Merrill Lynch November 2005 - September 2008
JPMorgan Chase September 1996 - November 2005
Coopers & Lybrand September 1991 - August 1996
Skills
Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Prime Brokerage, Auditing, Finance, Trading Systems, Capital Markets, Derivatives, Equities, Risk Management, Strategic Financial..., Analysis
Education
University at Buffalo 1987 — 1991
B.S., Accounting
Ben Sanders CPA, CISA, CFE's Coopers & Lybrand Experience 1982 - 1985
Job Senior IT Audit Consultant at National Life Group
Industry Financial Services
Experience
Blues and Beyond October 2004 - Present
National Life Group 1998 - Present
Stowe Mountain Resort 1997 - 1998
Vermont Economic Development Authority 1992 - 1997
Vermont Copier 1990 - 1992
National Life Group 1988 - 1990
BayBank 1985 - 1988
Coopers & Lybrand 1982 - 1985
New York State Comptrollers Office 1980 - 1982
Skills
Audit, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, IT Audit, CISA, Fraud, Risk Assessment, Analysis, Internal Controls, Risk Management, Radio, Management Consulting, Accounting, Business Process..., IT Strategy, Process Improvement, Vendor Management, Data Analysis, Banking, Sarbanes-Oxley, Financial Risk, Financial Analysis, SDLC, Business Process, Information Security..., Strategic Planning, Financial Services, Operational Risk..., Managerial Finance, Business Analysis, Leadership, Insurance, Financial Reporting, Business Intelligence, Financial Modeling, Governance, Mergers & Acquisitions, Change Management, Strategic Financial..., Access, Due Diligence, Executive Management, Program Management
Education
State University of New York at Albany 1976 — 1980
BS, Accounting & Business Administration
Blues and Beyond October 2004 - Present
National Life Group 1998 - Present
Stowe Mountain Resort 1997 - 1998
Vermont Economic Development Authority 1992 - 1997
Vermont Copier 1990 - 1992
National Life Group 1988 - 1990
BayBank 1985 - 1988
Coopers & Lybrand 1982 - 1985
New York State Comptrollers Office 1980 - 1982
Skills
Audit, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, IT Audit, CISA, Fraud, Risk Assessment, Analysis, Internal Controls, Risk Management, Radio, Management Consulting, Accounting, Business Process..., IT Strategy, Process Improvement, Vendor Management, Data Analysis, Banking, Sarbanes-Oxley, Financial Risk, Financial Analysis, SDLC, Business Process, Information Security..., Strategic Planning, Financial Services, Operational Risk..., Managerial Finance, Business Analysis, Leadership, Insurance, Financial Reporting, Business Intelligence, Financial Modeling, Governance, Mergers & Acquisitions, Change Management, Strategic Financial..., Access, Due Diligence, Executive Management, Program Management
Education
State University of New York at Albany 1976 — 1980
BS, Accounting & Business Administration
Adam Heher's Coopers & Lybrand Experience January 1994 - June 1996
Job
Industry Computer Software
Experience
Autodesk August 2015 - Present
Autodesk May 2012 - Present
EPIC January 2011 - May 2012
Swisher Hygiene 1996 - December 2011
Coopers & Lybrand January 1994 - June 1996
PricewaterhouseCoopers January 1994 - June 1996
Fritz Companies 1993 - 1993
Skills
Solution Selling, Start-ups, Entrepreneurship, Leadership, Direct Sales, Enterprise Software, Product Lifecycle..., Cloud Computing, Team Building, Channel, Sales Management, Recruiting, Account Management, Product Development, Mergers & Acquisitions, Salesforce.com, New Business Development, Social Media Marketing, Strategic Partnerships, Lead Generation, Human Resources, Mergers, Valuation, Product Management, Competitive Analysis, Product Marketing, SaaS, Business Development, Management, PLM Tools, NetSuite
Education
University of California, Davis 1989 — 1993
BA
University of Madrid, Spain 1991 — 1992
University of California
Sacramento Entrepreneurship Academy 1992 — 1993
Autodesk August 2015 - Present
Autodesk May 2012 - Present
EPIC January 2011 - May 2012
Swisher Hygiene 1996 - December 2011
Coopers & Lybrand January 1994 - June 1996
PricewaterhouseCoopers January 1994 - June 1996
Fritz Companies 1993 - 1993
Skills
Solution Selling, Start-ups, Entrepreneurship, Leadership, Direct Sales, Enterprise Software, Product Lifecycle..., Cloud Computing, Team Building, Channel, Sales Management, Recruiting, Account Management, Product Development, Mergers & Acquisitions, Salesforce.com, New Business Development, Social Media Marketing, Strategic Partnerships, Lead Generation, Human Resources, Mergers, Valuation, Product Management, Competitive Analysis, Product Marketing, SaaS, Business Development, Management, PLM Tools, NetSuite
Education
University of California, Davis 1989 — 1993
BA
University of Madrid, Spain 1991 — 1992
University of California
Sacramento Entrepreneurship Academy 1992 — 1993
Chris Thorn Chris Thorn's Coopers & Lybrand Experience July 1990 - July 1991
Job Accounting and Risk Professional specializing in aviation and food industry
Industry Accounting
Experience
Southwest Airlines Co. June 1996 - March 2015
Tyson Foods July 1991 - June 1996
Coopers & Lybrand July 1990 - July 1991
Skills
Forecasting, Airports, Airlines, Financial Analysis, Aviation, Auditing, Risk Management, Accounting, Finance, Insurance, Tax, Analysis, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Operations Management, Team Leadership, Contract Negotiation, Commercial Aviation, Risk Assessment, Aircraft, Business Planning, Flights, Aerospace, Management, Financial Risk, Strategic Planning, Program Management, Microsoft Excel, Negotiation
Education
University of Arkansas 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Southwest Airlines Co. June 1996 - March 2015
Tyson Foods July 1991 - June 1996
Coopers & Lybrand July 1990 - July 1991
Skills
Forecasting, Airports, Airlines, Financial Analysis, Aviation, Auditing, Risk Management, Accounting, Finance, Insurance, Tax, Analysis, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Operations Management, Team Leadership, Contract Negotiation, Commercial Aviation, Risk Assessment, Aircraft, Business Planning, Flights, Aerospace, Management, Financial Risk, Strategic Planning, Program Management, Microsoft Excel, Negotiation
Education
University of Arkansas 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
B. Andrew Speed B. Andrew Speed's Coopers & Lybrand Experience June 1981 - June 1987
Job Partner at BKD, LLP
Industry Accounting
Experience
BKD, LLP December 2003 - Present
Lovett & Company, Ltd. November 1998 - December 2003
Hank's Fine Furniture June 1994 - November 1998
Lovett & Foster, Ltd. June 1989 - June 1994
Price Waterhouse June 1987 - June 1989
Coopers & Lybrand June 1981 - June 1987
Skills
Financial Reporting, Financial Accounting, Accounting, QuickBooks, General Ledger, Auditing, Internal Controls, Financial Analysis, Microsoft Excel, CPA, Financial Statements, US GAAP, Account Reconciliation, Management, GAAP
Education
University of Arkansas at Little Rock 1995 — 1998
MBA
University of Arkansas at Fayetteville 1977 — 1981
BSBA (high honors), Accounting
BKD, LLP December 2003 - Present
Lovett & Company, Ltd. November 1998 - December 2003
Hank's Fine Furniture June 1994 - November 1998
Lovett & Foster, Ltd. June 1989 - June 1994
Price Waterhouse June 1987 - June 1989
Coopers & Lybrand June 1981 - June 1987
Skills
Financial Reporting, Financial Accounting, Accounting, QuickBooks, General Ledger, Auditing, Internal Controls, Financial Analysis, Microsoft Excel, CPA, Financial Statements, US GAAP, Account Reconciliation, Management, GAAP
Education
University of Arkansas at Little Rock 1995 — 1998
MBA
University of Arkansas at Fayetteville 1977 — 1981
BSBA (high honors), Accounting
Steve Mayer Steve Mayer's Coopers & Lybrand Experience July 1976 - June 1986
Job Founder & Managing Partner at SD Mayer & Associates LLP
Industry Accounting
Experience
SD Mayer & Associates LLP November 2012 - Present
Burr Pilger Mayer July 1986 - October 2012
Coopers & Lybrand July 1976 - June 1986
Skills
Mergers, Accounting, Tax, Start-ups, Auditing, Valuation, Business Planning, Forecasting, Budgets, Management, Financial Statements, Corporate Tax, Small Business, SEC filings, Mergers & Acquisitions, Internal Controls, GAAP, Strategic Financial..., Due Diligence, Management Consulting, Financial Reporting, Consulting, Financial Accounting, Tax Advisory, Tax Accounting, Financial Planning, Finance, Financial Analysis, US GAAP, Strategic Planning, Financial Modeling, CPA
Education
UC Berkeley Haas School of Business 1972 — 1980
MBA/ BS, Accounting, finance, marketing
Riordan High School, San Francisco, California 1968 — 1972
SD Mayer & Associates LLP November 2012 - Present
Burr Pilger Mayer July 1986 - October 2012
Coopers & Lybrand July 1976 - June 1986
Skills
Mergers, Accounting, Tax, Start-ups, Auditing, Valuation, Business Planning, Forecasting, Budgets, Management, Financial Statements, Corporate Tax, Small Business, SEC filings, Mergers & Acquisitions, Internal Controls, GAAP, Strategic Financial..., Due Diligence, Management Consulting, Financial Reporting, Consulting, Financial Accounting, Tax Advisory, Tax Accounting, Financial Planning, Finance, Financial Analysis, US GAAP, Strategic Planning, Financial Modeling, CPA
Education
UC Berkeley Haas School of Business 1972 — 1980
MBA/ BS, Accounting, finance, marketing
Riordan High School, San Francisco, California 1968 — 1972
Kathleen Inman Kathleen Inman's Coopers & Lybrand Experience 1990 - 1992
Job Owner and Winemaker, Inman Family Wines
Industry Wine and Spirits
Experience
Inman Family Wines May 1999 - Present
GKRS Ltd 1994 - 1998
Coopers & Lybrand 1990 - 1992
Price Waterhouse 1984 - 1986
Skills
Wine, Wineries, Wine Tasting, Viticulture, Organic Farming, Food Pairing, Beer, Food, Food & Beverage, Restaurants, Vineyard, Hospitality, Marketing Strategy, Sensory Evaluation, Brewing, Event Management, Retail, Marketing, Event Planning, Alcoholic Beverages, Beverage Industry, Entrepreneurship, Champagne, Red Wine, Wine Tours, Wine, Wine Lists, Wine & Spirits Industry, Sales, Winemaking
Education
University of Bradford 1989 — 1990
MBA, Strategic Marketing and Corporate Finance
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Inman Family Wines May 1999 - Present
GKRS Ltd 1994 - 1998
Coopers & Lybrand 1990 - 1992
Price Waterhouse 1984 - 1986
Skills
Wine, Wineries, Wine Tasting, Viticulture, Organic Farming, Food Pairing, Beer, Food, Food & Beverage, Restaurants, Vineyard, Hospitality, Marketing Strategy, Sensory Evaluation, Brewing, Event Management, Retail, Marketing, Event Planning, Alcoholic Beverages, Beverage Industry, Entrepreneurship, Champagne, Red Wine, Wine Tours, Wine, Wine Lists, Wine & Spirits Industry, Sales, Winemaking
Education
University of Bradford 1989 — 1990
MBA, Strategic Marketing and Corporate Finance
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
E. Dean Speer E. Dean Speer's Coopers & Lybrand Experience December 1987 - December 1994
Job President & Chief Operating Officer at InterServ, LLC
Industry Financial Services
Experience
InterServ, LLC December 2014 - Present
DailyAccess Corporation March 2011 - March 2015
InterServ, LLC March 2011 - December 2014
HSBC Bank (Cayman) Limited November 2009 - September 2010
StableRiver Capital Management June 2001 - November 2009
Stetson University February 1997 - April 2001
CNL December 1994 - September 1996
Coopers & Lybrand December 1987 - December 1994
Skills
Financial Accounting, Fixed Income, Financial Analysis, CPA, Chartered Financial..., Investments, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Due Diligence, Cash Management, GAAP, Project Planning, Asset Managment, Mutual Funds, Auditing, Accounting, Capital Markets, SEC filings, Alternative Investments, Financial Services, Management, Leadership, Tax, Asset Allocation, Internal Controls, Financial Modeling, Retirement Planning, Bloomberg, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Securities, 401k, Portfolio Management, Relationship Management, Cash Flow, Treasury, Private Equity, Mergers & Acquisitions, Asset Management, Business Valuation, Risk Management, QuickBooks, IFRS, Corporate Tax
Education
University of Central Florida
MS, Taxation
University of Alabama 1983 — 1987
BS, Accounting
Winter Park High School
InterServ, LLC December 2014 - Present
DailyAccess Corporation March 2011 - March 2015
InterServ, LLC March 2011 - December 2014
HSBC Bank (Cayman) Limited November 2009 - September 2010
StableRiver Capital Management June 2001 - November 2009
Stetson University February 1997 - April 2001
CNL December 1994 - September 1996
Coopers & Lybrand December 1987 - December 1994
Skills
Financial Accounting, Fixed Income, Financial Analysis, CPA, Chartered Financial..., Investments, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Due Diligence, Cash Management, GAAP, Project Planning, Asset Managment, Mutual Funds, Auditing, Accounting, Capital Markets, SEC filings, Alternative Investments, Financial Services, Management, Leadership, Tax, Asset Allocation, Internal Controls, Financial Modeling, Retirement Planning, Bloomberg, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Securities, 401k, Portfolio Management, Relationship Management, Cash Flow, Treasury, Private Equity, Mergers & Acquisitions, Asset Management, Business Valuation, Risk Management, QuickBooks, IFRS, Corporate Tax
Education
University of Central Florida
MS, Taxation
University of Alabama 1983 — 1987
BS, Accounting
Winter Park High School
G. Antonio (Tony) Kenon, CPA G. Antonio (Tony) Kenon, CPA's Coopers & Lybrand Experience 1986 - 1994
Job Director of Audit Services at Keegan, Linscott & Kenon, P.C.
Industry Accounting
Experience
Keegan, Linscott & Kenon, PC 1994 - Present
Coopers & Lybrand 1986 - 1994
Skills
Auditing, Internal Controls, CPA, Yellow Book, Inventory, Non-profits, Sarbanes-Oxley, Tax, Accounting, Nonprofits, Financial Reporting, Analysis, Assurance, Forensic Accounting, Employee Benefits, Leadership, Management, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Financial Analysis
Education
University of Arizona
B.S., Accounting and Finance
Keegan, Linscott & Kenon, PC 1994 - Present
Coopers & Lybrand 1986 - 1994
Skills
Auditing, Internal Controls, CPA, Yellow Book, Inventory, Non-profits, Sarbanes-Oxley, Tax, Accounting, Nonprofits, Financial Reporting, Analysis, Assurance, Forensic Accounting, Employee Benefits, Leadership, Management, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Financial Analysis
Education
University of Arizona
B.S., Accounting and Finance
Marilyn Ziemann, CPA Marilyn Ziemann, CPA's Coopers & Lybrand Experience 1970 - 1975
Job Tax and Financial Planning, Marilyn Ziemann, CPA
Industry Financial Services
Experience
Marilyn Ziemann, CPA May 1978 - Present
Touche Ross 1975 - 1978
Coopers & Lybrand 1970 - 1975
Skills
Tax, CPA, Auditing, Accounting, Strategic Financial..., Estate Planning, Financial Statements, QuickBooks, Leadership, High Net Worth..., Small Business, Financial Services, Public Speaking, Entrepreneurship, Consulting, Tax Preparation, Strategic Planning, Real Estate, Financial Planning
Education
University of California, Los Angeles 1965 — 1970
B.A., Economics
Marilyn Ziemann, CPA May 1978 - Present
Touche Ross 1975 - 1978
Coopers & Lybrand 1970 - 1975
Skills
Tax, CPA, Auditing, Accounting, Strategic Financial..., Estate Planning, Financial Statements, QuickBooks, Leadership, High Net Worth..., Small Business, Financial Services, Public Speaking, Entrepreneurship, Consulting, Tax Preparation, Strategic Planning, Real Estate, Financial Planning
Education
University of California, Los Angeles 1965 — 1970
B.A., Economics
Jennie Whitman, CPA Jennie Whitman, CPA's Coopers & Lybrand Experience 1995 - 1997
Job Vice President, Finance at America's Thrift Stores
Industry Publishing
Experience
America's Thrift Stores 2015 - Present
America's Thrift Stores 2014 - Present
Oxmoor House Inc., a division of Time Inc. 2014 - 2014
Oxmoor House Inc., a division of Time Inc. 2013 - 2013
Oxmoor House Inc., a division of Time Inc. 2008 - 2013
Oxmoor House Inc., a division of Time Inc. 1997 - 2008
Coopers & Lybrand 1995 - 1997
L. Paul Kassouf & Co., P. C. 1994 - 1995
Skills
Direct Mail, Accounting, Financial Reporting, Forecasting, Financial Analysis, Financial Accounting, General Ledger, PeopleSoft, Budgeting, Analysis, Inventory Management, Tax, Accounts Payable, Direct Marketing, Expenses, Lifetime Value, Balance Sheet, Budgets, CPA, Retail, Sarbanes-Oxley Act, US GAAP, GAAP
Education
University of Alabama at Birmingham 1989 — 1993
BS, Accounting
America's Thrift Stores 2015 - Present
America's Thrift Stores 2014 - Present
Oxmoor House Inc., a division of Time Inc. 2014 - 2014
Oxmoor House Inc., a division of Time Inc. 2013 - 2013
Oxmoor House Inc., a division of Time Inc. 2008 - 2013
Oxmoor House Inc., a division of Time Inc. 1997 - 2008
Coopers & Lybrand 1995 - 1997
L. Paul Kassouf & Co., P. C. 1994 - 1995
Skills
Direct Mail, Accounting, Financial Reporting, Forecasting, Financial Analysis, Financial Accounting, General Ledger, PeopleSoft, Budgeting, Analysis, Inventory Management, Tax, Accounts Payable, Direct Marketing, Expenses, Lifetime Value, Balance Sheet, Budgets, CPA, Retail, Sarbanes-Oxley Act, US GAAP, GAAP
Education
University of Alabama at Birmingham 1989 — 1993
BS, Accounting
James Heckelmann James Heckelmann's Coopers & Lybrand Experience January 1990 - September 1998
Job Infrastructure Manager at Arup
Industry Information Technology and Services
Experience
Arup December 2013 - Present
The NPD Group May 2006 - December 2013
Ipsos May 2001 - April 2006
PricewaterhouseCoopers September 1998 - October 2000
Coopers & Lybrand January 1990 - September 1998
Applied Digital Data Systems August 1986 - December 1989
Skills
IT Management, IT Strategy, Disaster Recovery, Virtualization, Microsoft Technologies
Education
State University of New York at Albany 1984 — 1986
Bachelor's degree, Computer Science
CIO Pathways Workshop
Arup December 2013 - Present
The NPD Group May 2006 - December 2013
Ipsos May 2001 - April 2006
PricewaterhouseCoopers September 1998 - October 2000
Coopers & Lybrand January 1990 - September 1998
Applied Digital Data Systems August 1986 - December 1989
Skills
IT Management, IT Strategy, Disaster Recovery, Virtualization, Microsoft Technologies
Education
State University of New York at Albany 1984 — 1986
Bachelor's degree, Computer Science
CIO Pathways Workshop
Carla Keegan, CPA, CFE, CFF, CIRA Carla Keegan, CPA, CFE, CFF, CIRA's Coopers & Lybrand Experience 1982 - 1994
Job Director at Keegan, Linscott & Kenon, P.C.
Industry Accounting
Experience
DM-50 2014 - Present
Keegan, Linscott & Kenon, P.C. 1994 - Present
Angel Charity for Children, Inc. 1994 - Present
Coopers & Lybrand 1982 - 1994
Skills
Forensic Accounting, Tax, Forecasting, CPA, Tax Preparation, Expert Witness, Auditing, Bankruptcy, Tax Evasion, Start-ups, Internal Controls, Partnership Taxation, Financial Accounting, Sarbanes-Oxley Act, Accounting, Public/private..., Tax Accounting, Analysis, Tax Returns, Restructuring, Financial Reporting, Corporate Tax, Tax Research, QuickBooks, Cost Accounting, Financial Analysis, SEC filings, Small Business, Real Estate, US GAAP
Education
University of Arizona 1980 — 1982
MBA, Accounting
University of Arizona 1976 — 1980
Bachelor's Degree
Kaiserslautern American High School
DM-50 2014 - Present
Keegan, Linscott & Kenon, P.C. 1994 - Present
Angel Charity for Children, Inc. 1994 - Present
Coopers & Lybrand 1982 - 1994
Skills
Forensic Accounting, Tax, Forecasting, CPA, Tax Preparation, Expert Witness, Auditing, Bankruptcy, Tax Evasion, Start-ups, Internal Controls, Partnership Taxation, Financial Accounting, Sarbanes-Oxley Act, Accounting, Public/private..., Tax Accounting, Analysis, Tax Returns, Restructuring, Financial Reporting, Corporate Tax, Tax Research, QuickBooks, Cost Accounting, Financial Analysis, SEC filings, Small Business, Real Estate, US GAAP
Education
University of Arizona 1980 — 1982
MBA, Accounting
University of Arizona 1976 — 1980
Bachelor's Degree
Kaiserslautern American High School
Martin Noe Costas Martin Noe Costas's Coopers & Lybrand Experience January 1998 — January 1999
Job CFO, VP, Sr Director
Industry Oil & Energy; Food & Beberages
Experience
Schlumberger August 2013 — Present
Schlumberger August 2011 — August 2013
Schlumberger February 2010 — August 2011
Schlumberger December 2007 — May 2011
M-I SWACO December 2007 — February 2010
M-I SWACO July 2006 — December 2007
Price Waterhouse Coopers January 1998 — July 2006
Price Waterhouse Coopers January 2002 — July 2005
Price Waterhouse Coopers January 1999 — January 2002
Coopers & Lybrand January 1998 — January 1999
BMT Scientific Marine Services 2016 — 2017
Sr Director 2017 — Present
Skills
Sarbanes-Oxley Act, Oilfield, Accounting, Audit, Negotiation, Internal Controls, Tax, Financial Reporting, Auditing, SOX, IFRS, Internal Audit, Corporate Tax, GAAP, US GAAP, Financial Planning, External Audit, Latin America, Financial Analysis, Financial Accounting, Compliance, Multilingual, Microsoft Office, Fluent English, Cash Flow, SEC reporting, Financial Control, Spanish, Fixed Assets, Income Tax, Portuguese, Excel, English, Golf, Microsoft Excel, Financial Audits
Education
Universidad Argentina de la Empresa 1995 — 2002
Bachelor of Business Administration in Accounting. CPA, Accounting & Finance
Universitat de Barcelona 2017 — 2018
MBA
Schlumberger August 2013 — Present
Schlumberger August 2011 — August 2013
Schlumberger February 2010 — August 2011
Schlumberger December 2007 — May 2011
M-I SWACO December 2007 — February 2010
M-I SWACO July 2006 — December 2007
Price Waterhouse Coopers January 1998 — July 2006
Price Waterhouse Coopers January 2002 — July 2005
Price Waterhouse Coopers January 1999 — January 2002
Coopers & Lybrand January 1998 — January 1999
BMT Scientific Marine Services 2016 — 2017
Sr Director 2017 — Present
Skills
Sarbanes-Oxley Act, Oilfield, Accounting, Audit, Negotiation, Internal Controls, Tax, Financial Reporting, Auditing, SOX, IFRS, Internal Audit, Corporate Tax, GAAP, US GAAP, Financial Planning, External Audit, Latin America, Financial Analysis, Financial Accounting, Compliance, Multilingual, Microsoft Office, Fluent English, Cash Flow, SEC reporting, Financial Control, Spanish, Fixed Assets, Income Tax, Portuguese, Excel, English, Golf, Microsoft Excel, Financial Audits
Education
Universidad Argentina de la Empresa 1995 — 2002
Bachelor of Business Administration in Accounting. CPA, Accounting & Finance
Universitat de Barcelona 2017 — 2018
MBA
Denise Williams Denise Williams's Coopers & Lybrand Experience 1990 - 1996
Job Vice President, Human Resources Sales & Distribution North America at IBM
Industry Computer Software
Experience
IBM May 2011 - Present
IBM May 2007 - May 2011
IBM May 2004 - May 2007
IBM June 2001 - May 2004
Sanford C. Bernstein October 1996 - June 2001
Alliance Bernstein 1996 - 2001
Coopers & Lybrand 1990 - 1996
Skills
Direct Sales, Performance Management, Talent Management, Personnel Management, Talent Acquisition, Change Management, Organizational..., HR Transformation, Employee Engagement, Technical Recruiting, Recruiting, Human Resources, Succession Planning, Business Process..., Organizational Design, Workforce Planning
Education
State University of New York at Albany
IBM May 2011 - Present
IBM May 2007 - May 2011
IBM May 2004 - May 2007
IBM June 2001 - May 2004
Sanford C. Bernstein October 1996 - June 2001
Alliance Bernstein 1996 - 2001
Coopers & Lybrand 1990 - 1996
Skills
Direct Sales, Performance Management, Talent Management, Personnel Management, Talent Acquisition, Change Management, Organizational..., HR Transformation, Employee Engagement, Technical Recruiting, Recruiting, Human Resources, Succession Planning, Business Process..., Organizational Design, Workforce Planning
Education
State University of New York at Albany
Arthur Tom Arthur Tom's Coopers & Lybrand Experience 1981 - 1983
Job Tax Auditor
Industry Accounting
Experience
City & County of San Francisco 2010 - Present
Assessment Appeals Board 2006 - 2010
Coldwell Banker 1988 - 2010
Pacific Gas and Electric Company 1983 - 1988
Coopers & Lybrand 1981 - 1983
Skills
Auditing, Accounting, Financial Analysis, Financial Statements, Real Estate, Investment Properties, Property Management, Appraisals, Negotiation, Government, Policy, Strategic Planning, Public Speaking, Fundraising, Community Outreach, Community Organizing, Non-profits, Budgets, Microsoft Excel, Nonprofits, Leadership, Analysis, Finance, Due Diligence, GAAP, Tax, Financial Reporting, General Ledger, Account Reconciliation, Small Business, Tax Preparation
Education
University of California, Berkeley - Walter A. Haas School of Business 1977 — 1981
Bachelor of Science, Business Administration
City & County of San Francisco 2010 - Present
Assessment Appeals Board 2006 - 2010
Coldwell Banker 1988 - 2010
Pacific Gas and Electric Company 1983 - 1988
Coopers & Lybrand 1981 - 1983
Skills
Auditing, Accounting, Financial Analysis, Financial Statements, Real Estate, Investment Properties, Property Management, Appraisals, Negotiation, Government, Policy, Strategic Planning, Public Speaking, Fundraising, Community Outreach, Community Organizing, Non-profits, Budgets, Microsoft Excel, Nonprofits, Leadership, Analysis, Finance, Due Diligence, GAAP, Tax, Financial Reporting, General Ledger, Account Reconciliation, Small Business, Tax Preparation
Education
University of California, Berkeley - Walter A. Haas School of Business 1977 — 1981
Bachelor of Science, Business Administration
Woo Song Woo Song's Coopers & Lybrand Experience May 1996 - July 1997
Job
Industry Internet
Experience
CAKE (getCAKE.com) August 2014 - Present
Cake Marketing July 2012 - August 2014
Trace3 December 2009 - July 2012
Digital River August 2009 - December 2009
DR globalTech (Digital River) January 2001 - August 2009
Plaid Brothers Software (Sungard Data Systems) March 1998 - July 2000
Coopers & Lybrand May 1996 - July 1997
Skills
SaaS, Cloud Computing, Enterprise Software, SDLC, Product Management, Software Project..., Web Commerce, ITIL Certified, E-commerce, Strategy, Web Analytics, Strategic Partnerships, Mobile Devices, Solution Selling, Vendor Management, Integration, Agile Methodologies, Lead Generation, Product Marketing, Multi-channel Marketing, Analytics, Email Marketing, Project Management, Management, Customer Acquisition, CRM, Salesforce.com, Online Marketing, Account Management, SEO, Start-ups, Competitive Analysis, Cross-functional Team..., Business Development, Pre-sales, Data Center, Business Intelligence, IT Strategy, Partner Management, Enterprise Architecture, Professional Services, Storage, Managed Services, Consulting, Mobile Marketing, Solution Architecture, Virtualization, Go-to-market Strategy, Agile Project Management, Affiliate Marketing
Education
University of California, Irvine
BA, Economics
West Torrance High School
High School Diploma
CAKE (getCAKE.com) August 2014 - Present
Cake Marketing July 2012 - August 2014
Trace3 December 2009 - July 2012
Digital River August 2009 - December 2009
DR globalTech (Digital River) January 2001 - August 2009
Plaid Brothers Software (Sungard Data Systems) March 1998 - July 2000
Coopers & Lybrand May 1996 - July 1997
Skills
SaaS, Cloud Computing, Enterprise Software, SDLC, Product Management, Software Project..., Web Commerce, ITIL Certified, E-commerce, Strategy, Web Analytics, Strategic Partnerships, Mobile Devices, Solution Selling, Vendor Management, Integration, Agile Methodologies, Lead Generation, Product Marketing, Multi-channel Marketing, Analytics, Email Marketing, Project Management, Management, Customer Acquisition, CRM, Salesforce.com, Online Marketing, Account Management, SEO, Start-ups, Competitive Analysis, Cross-functional Team..., Business Development, Pre-sales, Data Center, Business Intelligence, IT Strategy, Partner Management, Enterprise Architecture, Professional Services, Storage, Managed Services, Consulting, Mobile Marketing, Solution Architecture, Virtualization, Go-to-market Strategy, Agile Project Management, Affiliate Marketing
Education
University of California, Irvine
BA, Economics
West Torrance High School
High School Diploma
Jason Gallien's Coopers & Lybrand Experience September 1993 - September 1995
Job
Industry Music
Experience
Universal Music Group May 2012 - Present
Universal Music Group May 2009 - May 2012
Universal Music Group April 2005 - May 2009
Universal Music Publishing Group March 2001 - April 2005
Universal Music Group February 2000 - March 2001
Universal Music Group January 1999 - February 2001
Universal Music Group March 1997 - January 1999
Universal Studios October 1995 - March 1997
Coopers & Lybrand September 1993 - September 1995
Skills
Budgeting, Business Planning, Forecasting, Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Business Analysis, Accounting, Planning, Team Building, Strategy, Budgets, Strategic Planning, Mergers & Acquisitions, Project Planning, Internal Audit, Finance, Internal Controls, Sarbanes-Oxley Act, Business Process..., Start-ups, Managerial Finance, Music Licensing, Executive Management, Corporate Finance, Music Publishing, Business Strategy, Leadership, Management Consulting, Mergers, Strategic Financial..., Management, Auditing, Business Development
Education
University of California, Los Angeles 1988 — 1993
Business Economics, Accounting, Economics, Business Law
Universal Music Group May 2012 - Present
Universal Music Group May 2009 - May 2012
Universal Music Group April 2005 - May 2009
Universal Music Publishing Group March 2001 - April 2005
Universal Music Group February 2000 - March 2001
Universal Music Group January 1999 - February 2001
Universal Music Group March 1997 - January 1999
Universal Studios October 1995 - March 1997
Coopers & Lybrand September 1993 - September 1995
Skills
Budgeting, Business Planning, Forecasting, Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Business Analysis, Accounting, Planning, Team Building, Strategy, Budgets, Strategic Planning, Mergers & Acquisitions, Project Planning, Internal Audit, Finance, Internal Controls, Sarbanes-Oxley Act, Business Process..., Start-ups, Managerial Finance, Music Licensing, Executive Management, Corporate Finance, Music Publishing, Business Strategy, Leadership, Management Consulting, Mergers, Strategic Financial..., Management, Auditing, Business Development
Education
University of California, Los Angeles 1988 — 1993
Business Economics, Accounting, Economics, Business Law
Robert Avila's Coopers & Lybrand Experience April 1984 - April 1990
Job Managing Director at FutureCrunch
Industry Management Consulting
Experience
FutureCrunch March 2009 - Present
Fisher Enterprises, LLC January 2010 - June 2012
Deloitte June 2001 - March 2009
PricewaterhouseCoopers April 1996 - June 2001
The Futures Group April 1990 - April 1996
Coopers & Lybrand April 1984 - April 1990
Skills
Mergers, Due Diligence, Strategy, Strategic Planning, Management Consulting, Business Strategy, Marketing Strategy, International Business, Mergers & Acquisitions, Competitive Analysis, Negotiation, Start-ups, Leadership, Finance, Real Estate, Investments, Analysis, Management, Small Business, Program Management, Venture Capital, Consulting, Market Analysis, Business Development, Financial Analysis, Executive Management
Education
University of California, Los Angeles 1969 — 1973
PhD, Economics
University of California, Los Angeles 1961 — 1965
PhD, Economics
FutureCrunch March 2009 - Present
Fisher Enterprises, LLC January 2010 - June 2012
Deloitte June 2001 - March 2009
PricewaterhouseCoopers April 1996 - June 2001
The Futures Group April 1990 - April 1996
Coopers & Lybrand April 1984 - April 1990
Skills
Mergers, Due Diligence, Strategy, Strategic Planning, Management Consulting, Business Strategy, Marketing Strategy, International Business, Mergers & Acquisitions, Competitive Analysis, Negotiation, Start-ups, Leadership, Finance, Real Estate, Investments, Analysis, Management, Small Business, Program Management, Venture Capital, Consulting, Market Analysis, Business Development, Financial Analysis, Executive Management
Education
University of California, Los Angeles 1969 — 1973
PhD, Economics
University of California, Los Angeles 1961 — 1965
PhD, Economics
Alyssa Morrisroe's Coopers & Lybrand Experience August 1996 - June 1997
Job Aerospace and Defense Investment Banking / Mergers & Acquisitions
Industry Investment Banking
Experience
KPMG Corporate Finance June 2013 - March 2015
Lincoln International April 2008 - December 2012
Jefferies Quarterdeck July 1999 - February 2008
CIBC July 1997 - June 1999
Coopers & Lybrand August 1996 - June 1997
Skills
Investment Banking, Private Equity, LBO, Corporate Development, M&A experience, Mergers & Acquisitions, Divestitures, Valuation, Venture Capital, Business Valuation, Deal Sourcing, Start-ups, Due Diligence, Private Placements, Leveraged Finance, Restructuring, IPO, Corporate Finance, Financial Modeling, Acquisitions, Capital Markets
Education
University of California, Berkeley 1992 — 1996
KPMG Corporate Finance June 2013 - March 2015
Lincoln International April 2008 - December 2012
Jefferies Quarterdeck July 1999 - February 2008
CIBC July 1997 - June 1999
Coopers & Lybrand August 1996 - June 1997
Skills
Investment Banking, Private Equity, LBO, Corporate Development, M&A experience, Mergers & Acquisitions, Divestitures, Valuation, Venture Capital, Business Valuation, Deal Sourcing, Start-ups, Due Diligence, Private Placements, Leveraged Finance, Restructuring, IPO, Corporate Finance, Financial Modeling, Acquisitions, Capital Markets
Education
University of California, Berkeley 1992 — 1996
Chen Tang's Coopers & Lybrand Experience January 1993 - April 1998
Job PE Fund Financial Consultant
Industry Venture Capital & Private Equity
Experience
Independent Consultant January 2010 - February 2013
Onsight Associates, LLC (formerly Venture Associates, LLC) January 1999 - December 2009
FFL October 2007 - April 2008
Tallwood Venture Capital November 2004 - October 2007
Prospect Venture Partners May 1998 - December 2004
Convergence Partners August 1998 - December 2000
Coopers & Lybrand January 1993 - April 1998
Education
University of California, Berkeley 1989 — 1992
BS, Accounting and Finance
Independent Consultant January 2010 - February 2013
Onsight Associates, LLC (formerly Venture Associates, LLC) January 1999 - December 2009
FFL October 2007 - April 2008
Tallwood Venture Capital November 2004 - October 2007
Prospect Venture Partners May 1998 - December 2004
Convergence Partners August 1998 - December 2000
Coopers & Lybrand January 1993 - April 1998
Education
University of California, Berkeley 1989 — 1992
BS, Accounting and Finance
Henry Fong's Coopers & Lybrand Experience December 1988 - July 1991
Job Assistant Controller at Actelion Pharmaceutical US Inc.
Industry Pharmaceuticals
Experience
Actelion Pharmaceutical US Inc. January 2013 - Present
Gruppo Campari November 2012 - January 2013
Suntech America Inc. August 2011 - August 2012
Tora Trading Services May 2008 - August 2011
UTStarcom, Inc. November 2006 - May 2008
GE Homeland Protection (formerly InVision Technologies) December 2003 - November 2006
GE 2002 - 2006
InVision Technologies April 2002 - December 2003
Hewlett-Packard 1991 - 2000
Coopers & Lybrand December 1988 - July 1991
Skills
Revenue Recognition, SEC filings, Hyperion Enterprise, Finance, Auditing, Mergers & Acquisitions, ERP, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Budgets, Financial Reporting, Start-ups, Accounting
Education
University of California, Berkeley, Haas School of Business 1983 — 1987
Actelion Pharmaceutical US Inc. January 2013 - Present
Gruppo Campari November 2012 - January 2013
Suntech America Inc. August 2011 - August 2012
Tora Trading Services May 2008 - August 2011
UTStarcom, Inc. November 2006 - May 2008
GE Homeland Protection (formerly InVision Technologies) December 2003 - November 2006
GE 2002 - 2006
InVision Technologies April 2002 - December 2003
Hewlett-Packard 1991 - 2000
Coopers & Lybrand December 1988 - July 1991
Skills
Revenue Recognition, SEC filings, Hyperion Enterprise, Finance, Auditing, Mergers & Acquisitions, ERP, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Budgets, Financial Reporting, Start-ups, Accounting
Education
University of California, Berkeley, Haas School of Business 1983 — 1987
Bonnie Ng's Coopers & Lybrand Experience January 1990 - August 1993
Job Manager, Business Process at Cisco
Industry Computer Software
Experience
Cisco May 2010 - Present
Oracle September 2001 - May 2010
Oracle October 1998 - September 2001
Oracle August 1996 - October 1998
Raychem Corporation August 1993 - August 1996
Coopers & Lybrand January 1990 - August 1993
Education
University of California, Berkeley, Haas School of Business 1986 — 1989
Cisco May 2010 - Present
Oracle September 2001 - May 2010
Oracle October 1998 - September 2001
Oracle August 1996 - October 1998
Raychem Corporation August 1993 - August 1996
Coopers & Lybrand January 1990 - August 1993
Education
University of California, Berkeley, Haas School of Business 1986 — 1989
Carlos J Nieves, CPA, CGMA's Coopers & Lybrand Experience 1972 - 1981
Job SOLE PRACTITIONER TAX, FINANCIAL, BUSINESS & RETIREMENT ADVISOR at CARLOS J NIEVES, CPA, CGMA
Industry Financial Services
Experience
CARLOS J NIEVES, CPA, CGMA March 2008 - Present
Oriental Financial Group January 2000 - January 2008
UBS Trust Company of Puerto (Foremerly Paine Webber) 1995 - 1999
JUNTA DE CONTABILIDAD DE PR 1991 - 1993
Ernst & Young (Formerly Arthur Young) June 1981 - December 1990
COLEGIO DE CPA DE PR 1989 - 1990
Coopers & Lybrand 1972 - 1981
Skills
Accounting, Banking, Strategic Financial..., Financial Analysis, Investments, Taxes, Tax, Finance, Risk Management, Corporate Finance, Financial Planners, Financial Reporting, Portfolio Management, Fixed Income, Credit, Equities, Budgets, Retirement, Insurance, Wealth Management, Financial Risk, Retirement Planning, Financial Advisory, Securities, Restructuring, Financial Services, Asset Management, Internal Controls, Series 7, Credit Analysis, Auditing, Loans, Mortgage Lending, Internal Audit, Commercial Lending, Credit Risk, Sarbanes-Oxley Act, Financial Planning
Education
Universidad de Puerto Rico 1965 — 1969
BBA, Accounting and Finance
CARLOS J NIEVES, CPA, CGMA March 2008 - Present
Oriental Financial Group January 2000 - January 2008
UBS Trust Company of Puerto (Foremerly Paine Webber) 1995 - 1999
JUNTA DE CONTABILIDAD DE PR 1991 - 1993
Ernst & Young (Formerly Arthur Young) June 1981 - December 1990
COLEGIO DE CPA DE PR 1989 - 1990
Coopers & Lybrand 1972 - 1981
Skills
Accounting, Banking, Strategic Financial..., Financial Analysis, Investments, Taxes, Tax, Finance, Risk Management, Corporate Finance, Financial Planners, Financial Reporting, Portfolio Management, Fixed Income, Credit, Equities, Budgets, Retirement, Insurance, Wealth Management, Financial Risk, Retirement Planning, Financial Advisory, Securities, Restructuring, Financial Services, Asset Management, Internal Controls, Series 7, Credit Analysis, Auditing, Loans, Mortgage Lending, Internal Audit, Commercial Lending, Credit Risk, Sarbanes-Oxley Act, Financial Planning
Education
Universidad de Puerto Rico 1965 — 1969
BBA, Accounting and Finance
Lara Dorsey/Grady's Coopers & Lybrand Experience January 1991 - February 1993
Job VP, Finance at Irvine Campus Housing Authority University of CA, Irvine and Owner, Lara Paige Dorsey, CPA, CFP
Industry Accounting
Experience
Irvine Campus Housing Authority - University of CA, Irvine November 1997 - Present
Lara Paige Dorsey, CPA, CFP April 1994 - Present
MaterniCare, Inc. August 1995 - November 1997
Saddington-Cacciamatta February 1993 - August 1995
Coopers & Lybrand January 1991 - February 1993
Education
University of California, Santa Barbara 1986 — 1990
BA, Economics
University of California, Irvine 2004 — 2006
Extension - Financial Planning
FVHS
Irvine Campus Housing Authority - University of CA, Irvine November 1997 - Present
Lara Paige Dorsey, CPA, CFP April 1994 - Present
MaterniCare, Inc. August 1995 - November 1997
Saddington-Cacciamatta February 1993 - August 1995
Coopers & Lybrand January 1991 - February 1993
Education
University of California, Santa Barbara 1986 — 1990
BA, Economics
University of California, Irvine 2004 — 2006
Extension - Financial Planning
FVHS
Karen Ivy's Coopers & Lybrand Experience 1976 - 1988
Job Retired
Industry Banking
Experience
Retired July 2007 - Present
Bank of America July 2004 - June 2007
Bank of America March 2002 - June 2004
BankAmerica Corporation 1988 - 1999
Coopers & Lybrand 1976 - 1988
Education
University of California, Berkeley 1963 — 1968
M.L.S., Library Science
Retired July 2007 - Present
Bank of America July 2004 - June 2007
Bank of America March 2002 - June 2004
BankAmerica Corporation 1988 - 1999
Coopers & Lybrand 1976 - 1988
Education
University of California, Berkeley 1963 — 1968
M.L.S., Library Science
Lila Bernstein-Schoen's Coopers & Lybrand Experience 1989 - 1993
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Reuters 1999 - 2003
PriceWaterhouseCoopers 1999 - 1999
Time Inc. 1997 - 1999
MetLife 1993 - 1997
Coopers & Lybrand 1989 - 1993
Skills
Strategic Sourcing, Sourcing & Procurement, Vendor Management, Contract Negotiation, Supplier Risk Management, CPA, Business Process..., Financial Analysis, Outsourcing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA
University at Albany, SUNY 1985 — 1989
BS, Accounting
Morgan Stanley 2003 - Present
Reuters 1999 - 2003
PriceWaterhouseCoopers 1999 - 1999
Time Inc. 1997 - 1999
MetLife 1993 - 1997
Coopers & Lybrand 1989 - 1993
Skills
Strategic Sourcing, Sourcing & Procurement, Vendor Management, Contract Negotiation, Supplier Risk Management, CPA, Business Process..., Financial Analysis, Outsourcing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA
University at Albany, SUNY 1985 — 1989
BS, Accounting
Xavier Defaysse's Coopers & Lybrand Experience 1993 - 1998
Job Director, Duna Expert Kft, cabinet comptable francophone à Budapest
Industry Accounting
Experience
Duna Expert Kft 2005 - Present
Réseau Oui Global 2011 - 2011
Salustro Reydel January 2002 - 2005
RSM Salustro Reydel Hungary 2002 - 2005
PricewaterhouseCoopers 1990 - 2000
Coopers & Lybrand 1993 - 1998
Skills
Accounting, Auditing, Bookkeeping, Internal Controls, Internal Audit, External Audit, Consolidation, Financial Audits, Financial Analysis, Due Diligence, Tax, Corporate Finance, Report Development
Education
Université Paris Dauphine 1983 — 1987
MSTCF, Comptabilité & Finance
Lycée Louis le Grand 1981 — 1983
Baccalaureat, C scientifique
Duna Expert Kft 2005 - Present
Réseau Oui Global 2011 - 2011
Salustro Reydel January 2002 - 2005
RSM Salustro Reydel Hungary 2002 - 2005
PricewaterhouseCoopers 1990 - 2000
Coopers & Lybrand 1993 - 1998
Skills
Accounting, Auditing, Bookkeeping, Internal Controls, Internal Audit, External Audit, Consolidation, Financial Audits, Financial Analysis, Due Diligence, Tax, Corporate Finance, Report Development
Education
Université Paris Dauphine 1983 — 1987
MSTCF, Comptabilité & Finance
Lycée Louis le Grand 1981 — 1983
Baccalaureat, C scientifique
Matt Loar's Coopers & Lybrand Experience 1985 - 1990
Job Chief Financial Officer at OXiGENE, Inc.
Industry Biotechnology
Experience
OXiGENE, Inc. July 2015 - Present
Neurobiological Technologies, Inc. December 2009 - Present
KineMed, Inc. January 2014 - July 2015
Sole Proprietorship January 2010 - January 2014
Neurobiological Technologies, Inc. April 2008 - December 2009
Osteologix, Inc. 2006 - April 2008
Genelabs Technologies, Inc. 1995 - 2006
CBR Cement Corporation 1990 - 1995
Coopers & Lybrand 1985 - 1990
Skills
Financial Reporting, Corporate Finance, Finance, Auditing, Biotechnology, Mergers & Acquisitions, Pharmaceutical Industry, Due Diligence, Drug Development, Corporate Development, IPO, SEC filings, Clinical Development, Start-ups, Lifesciences, Financial Modeling, Accounting
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts (BA), Legal Studies
Acalanes High School 1977 — 1981
OXiGENE, Inc. July 2015 - Present
Neurobiological Technologies, Inc. December 2009 - Present
KineMed, Inc. January 2014 - July 2015
Sole Proprietorship January 2010 - January 2014
Neurobiological Technologies, Inc. April 2008 - December 2009
Osteologix, Inc. 2006 - April 2008
Genelabs Technologies, Inc. 1995 - 2006
CBR Cement Corporation 1990 - 1995
Coopers & Lybrand 1985 - 1990
Skills
Financial Reporting, Corporate Finance, Finance, Auditing, Biotechnology, Mergers & Acquisitions, Pharmaceutical Industry, Due Diligence, Drug Development, Corporate Development, IPO, SEC filings, Clinical Development, Start-ups, Lifesciences, Financial Modeling, Accounting
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts (BA), Legal Studies
Acalanes High School 1977 — 1981
Scott Dickson's Coopers & Lybrand Experience 1988 - 1994
Job Owner, Dickson Racing Inc
Industry Sports
Experience
Dickson Racing Inc 2005 - Present
Ullman Sails 2000 - 2005
Coopers & Lybrand 1988 - 1994
Skills
Yachting, Boating, Boat, Sailing, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Start-ups, Racing, Entrepreneurship, Marketing, Project Management, Navigation, Maritime, Ports, Budgets, Leadership, Team Building, Product Development, Coaching, Customer Service, Web Design, Contract Negotiation, Negotiation, Sales
Education
University of Auckland 1988 — 1991
BCommerce, Accounting
Westlake Boys High School 1984 — 1987
Dickson Racing Inc 2005 - Present
Ullman Sails 2000 - 2005
Coopers & Lybrand 1988 - 1994
Skills
Yachting, Boating, Boat, Sailing, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Start-ups, Racing, Entrepreneurship, Marketing, Project Management, Navigation, Maritime, Ports, Budgets, Leadership, Team Building, Product Development, Coaching, Customer Service, Web Design, Contract Negotiation, Negotiation, Sales
Education
University of Auckland 1988 — 1991
BCommerce, Accounting
Westlake Boys High School 1984 — 1987
Ricardo Bunt's Coopers & Lybrand Experience January 1990 - April 1991
Job Business Development Manager at Steelhead Inc
Industry Food & Beverages
Experience
Steelhead Inc February 2015 - Present
Synergis September 2012 - February 2015
Innovative Block of South Texas 2007 - September 2012
Swets Information Services November 2004 - November 2007
Dialmex October 2001 - November 2004
Lucent Technologies October 1998 - October 2001
Possehl Inc June 1996 - October 1998
Banamex February 1991 - 1996
Coopers & Lybrand January 1990 - April 1991
Skills
New Business Development, Negotiation, Business Planning, Strategic Planning, Product Marketing, Product Management, Team Leadership, Team Building, Spanish, Marketing Communications, Marketing, Contract Negotiation, Account Management
Education
Universidad Anahuac del Sur 1995 — 1996
MBA-Marketing
Universidad Anáhuac 1989 — 1993
BA, Business Administration
Alexander Bain
Reina de Mexico
Steelhead Inc February 2015 - Present
Synergis September 2012 - February 2015
Innovative Block of South Texas 2007 - September 2012
Swets Information Services November 2004 - November 2007
Dialmex October 2001 - November 2004
Lucent Technologies October 1998 - October 2001
Possehl Inc June 1996 - October 1998
Banamex February 1991 - 1996
Coopers & Lybrand January 1990 - April 1991
Skills
New Business Development, Negotiation, Business Planning, Strategic Planning, Product Marketing, Product Management, Team Leadership, Team Building, Spanish, Marketing Communications, Marketing, Contract Negotiation, Account Management
Education
Universidad Anahuac del Sur 1995 — 1996
MBA-Marketing
Universidad Anáhuac 1989 — 1993
BA, Business Administration
Alexander Bain
Reina de Mexico
Gary Dieber's Coopers & Lybrand Experience 1988 - 1994
Job CFO at Behrman Capital
Industry Financial Services
Experience
Behrman Capital March 2001 - Present
JP Morgan 1994 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Private Equity, Financial Analysis, Valuation, Corporate Finance, Investments, Accounting, Operations Management, Human Resources, Fund Administration, Fund Accounting, Compliance, Start-ups, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA Finance
State University of New York at Albany
BS, Accounting
Behrman Capital March 2001 - Present
JP Morgan 1994 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Private Equity, Financial Analysis, Valuation, Corporate Finance, Investments, Accounting, Operations Management, Human Resources, Fund Administration, Fund Accounting, Compliance, Start-ups, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA Finance
State University of New York at Albany
BS, Accounting
Strache, Sean's Coopers & Lybrand Experience 1990 - 1993
Job CTO at KeenIM, LLC
Industry Information Technology and Services
Experience
KeenIM, LLC April 2013 - Present
Thormark Inc. 2004 - April 2013
Accelerated Consulting Group 1993 - 2004
Coopers & Lybrand 1990 - 1993
Accenture / Arthur Andersen & Co. 1987 - 1990
Skills
Web Analytics, PPC, SharePoint, Online Advertising, E-commerce
Education
University of California, Irvine
KeenIM, LLC April 2013 - Present
Thormark Inc. 2004 - April 2013
Accelerated Consulting Group 1993 - 2004
Coopers & Lybrand 1990 - 1993
Accenture / Arthur Andersen & Co. 1987 - 1990
Skills
Web Analytics, PPC, SharePoint, Online Advertising, E-commerce
Education
University of California, Irvine
Ginger Hawkins-Steuart's Coopers & Lybrand Experience October 1988 - May 1991
Job Independent Accounting Professional
Industry Accounting
Experience
Coopers & Lybrand October 1988 - May 1991
KPMG Audit June 1984 - August 1988
KPMG US 1984 - 1988
Skills
Accounting, Quickbooks, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
Coopers & Lybrand October 1988 - May 1991
KPMG Audit June 1984 - August 1988
KPMG US 1984 - 1988
Skills
Accounting, Quickbooks, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
Eyal Seinfeld's Coopers & Lybrand Experience August 1995 - December 1997
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young December 1997 - Present
Coopers & Lybrand August 1995 - December 1997
Skills
Assurance, SEC reporting, Audit, Corporate Governance, Statutory Reporting, Insurance, Asset Management, Statutory Accounting, Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, BDCs, External Audit, US GAAP, Due Diligence, Enterprise Risk..., Internal Controls
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance and Information Systems
State University of New York at Albany 1992 — 1995
BS, Accounting
Ernst & Young December 1997 - Present
Coopers & Lybrand August 1995 - December 1997
Skills
Assurance, SEC reporting, Audit, Corporate Governance, Statutory Reporting, Insurance, Asset Management, Statutory Accounting, Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, BDCs, External Audit, US GAAP, Due Diligence, Enterprise Risk..., Internal Controls
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance and Information Systems
State University of New York at Albany 1992 — 1995
BS, Accounting
Chris Muccio's Coopers & Lybrand Experience 1990 - 1992
Job Authored Amazon Best Seller / Executive Driving Revenue Growth through Innovative & Strategic uses of Digital Tech
Industry Online Media
Experience
Social Fusion Group, Inc 2007 - Present
Ajilon Finance Solutions 2006 - 2006
Sensormatic 1997 - 2003
Inphynet Medical Management / EMSA 1995 - 1997
Hargro Associates 1992 - 1994
Coopers & Lybrand 1990 - 1992
Education
University of Pennsylvania - The Wharton School
Executive Education Course Work
University of Florida - Warrington College of Business Administration 1994 — 1995
MBA, Finance & Entrepreneurship
University at Albany, SUNY 1986 — 1990
BS, Accounting
Social Fusion Group, Inc 2007 - Present
Ajilon Finance Solutions 2006 - 2006
Sensormatic 1997 - 2003
Inphynet Medical Management / EMSA 1995 - 1997
Hargro Associates 1992 - 1994
Coopers & Lybrand 1990 - 1992
Education
University of Pennsylvania - The Wharton School
Executive Education Course Work
University of Florida - Warrington College of Business Administration 1994 — 1995
MBA, Finance & Entrepreneurship
University at Albany, SUNY 1986 — 1990
BS, Accounting
Spencer Manke's Coopers & Lybrand Experience January 1993 - June 1995
Job Chief Financial Officer at Star Partner Enterprises, LLC
Industry Restaurants
Experience
Star Partner Enterprises, LLC May 2014 - Present
Arizona Restaurant Systems, Inc. August 2007 - May 2014
Pinnacle Commercial Capital, LLC May 2005 - August 2007
Imperial Capital Bank May 2002 - May 2005
International Franchise Capital August 1997 - February 2001
Commercial Lending Corporation June 1995 - August 1997
Coopers & Lybrand January 1993 - June 1995
Skills
Financial Analysis, Commercial Lending, Credit, Financial Modeling, Loans, Credit Analysis, Due Diligence, Mergers, Portfolio Management, Underwriting, Forecasting, Financial Reporting
Education
University of Arizona, Eller College of Management 1988 — 1992
BS, Accounting and Finance
Star Partner Enterprises, LLC May 2014 - Present
Arizona Restaurant Systems, Inc. August 2007 - May 2014
Pinnacle Commercial Capital, LLC May 2005 - August 2007
Imperial Capital Bank May 2002 - May 2005
International Franchise Capital August 1997 - February 2001
Commercial Lending Corporation June 1995 - August 1997
Coopers & Lybrand January 1993 - June 1995
Skills
Financial Analysis, Commercial Lending, Credit, Financial Modeling, Loans, Credit Analysis, Due Diligence, Mergers, Portfolio Management, Underwriting, Forecasting, Financial Reporting
Education
University of Arizona, Eller College of Management 1988 — 1992
BS, Accounting and Finance
David Hodge, CPA's Coopers & Lybrand Experience 1975 - 1980
Job Executive VP & Chief Financial Officer ServiceSource, Inc.
Industry Consumer Services
Experience
ServiceSource, Inc. 2001 - Present
Epiance 1999 - 2001
ORBCOMM 1996 - 1999
ExxonMobil 1992 - 1996
ExxonMobil 1980 - 1992
Coopers & Lybrand 1975 - 1980
Skills
Budgets, Management, Auditing, Financial Analysis, Strategic Planning, Microsoft Excel, Accounting, Operations Management, Nonprofits, Internal Controls, New Business Development, Financial Accounting, Policy, Leadership, Customer Service, Human Resources, Team Building
Education
University of Bridgeport 1972 — 1974
MBA, Finance & Accounting
University of Tehran 1968 — 1972
BS, Mathematics
ServiceSource, Inc. 2001 - Present
Epiance 1999 - 2001
ORBCOMM 1996 - 1999
ExxonMobil 1992 - 1996
ExxonMobil 1980 - 1992
Coopers & Lybrand 1975 - 1980
Skills
Budgets, Management, Auditing, Financial Analysis, Strategic Planning, Microsoft Excel, Accounting, Operations Management, Nonprofits, Internal Controls, New Business Development, Financial Accounting, Policy, Leadership, Customer Service, Human Resources, Team Building
Education
University of Bridgeport 1972 — 1974
MBA, Finance & Accounting
University of Tehran 1968 — 1972
BS, Mathematics
Nena Beth Morris's Coopers & Lybrand Experience April 1984 - September 1988
Job Controller
Industry Law Practice
Experience
Pushmataha Plantation October 1998 - Present
E. Mark Ezell, P.C. October 1994 - Present
Tuscaloosa Steel Corporation January 1992 - August 1994
Harbert Management Corporation April 1989 - December 1991
Colonial Bank ( after merger, BB&T ) September 1988 - April 1989
PricewaterhouseCoopers April 1984 - September 1988
Coopers & Lybrand April 1984 - September 1988
Skills
GAAP, Auditing, Banking, Cash Management, Tax, Tax Research, Accounting, Sarbanes-Oxley Act, Due Diligence, Assurance, SEC filings, Mergers, Financial Analysis, Cost Accounting, CPA, Cash Flow, Financial Reporting, Internal Audit
Education
University of Alabama at Birmingham 1979 — 1984
B.S., Accounting
Vestavia Hills High School 1975 — 1979
Pushmataha Plantation October 1998 - Present
E. Mark Ezell, P.C. October 1994 - Present
Tuscaloosa Steel Corporation January 1992 - August 1994
Harbert Management Corporation April 1989 - December 1991
Colonial Bank ( after merger, BB&T ) September 1988 - April 1989
PricewaterhouseCoopers April 1984 - September 1988
Coopers & Lybrand April 1984 - September 1988
Skills
GAAP, Auditing, Banking, Cash Management, Tax, Tax Research, Accounting, Sarbanes-Oxley Act, Due Diligence, Assurance, SEC filings, Mergers, Financial Analysis, Cost Accounting, CPA, Cash Flow, Financial Reporting, Internal Audit
Education
University of Alabama at Birmingham 1979 — 1984
B.S., Accounting
Vestavia Hills High School 1975 — 1979
Rob Jacobs's Coopers & Lybrand Experience 1996 - 1998
Job Media & Entertainment at Deloitte
Industry Entertainment
Experience
Deloitte 2014 - Present
Sony Pictures Entertainment 2002 - 2014
Ernst & Young 1999 - 2002
Coopers & Lybrand 1996 - 1998
Skills
Forecasting, Business Strategy, Digital Media, Strategic Planning, Management, Business Development, Financial Modeling, Strategic Partnerships, New Media, Market Research, Entertainment Industry, Entertainment, Start-ups, Valuation, Media Planning, Digital Distribution, Negotiation, Business Intelligence, Strategy, Finance, New Business Development, Strategic Financial..., Managerial Skills, Sales, Product Launch, Product Lifecycle..., Global Reporting, Industry Research, Content Acquisitions, Monetization, Microsoft Excel, Brand Management, Competitive Analysis, Corporate Finance, Mergers & Acquisitions, Market Analysis, Corporate Development, Licensing, Product Management, E-commerce, P&L Management, Digital Marketing, Marketing Strategy, Product Marketing, Media & Entertainment, Analysis, Digital Strategy, Analytics, Business Planning, CRM
Education
University of California, Los Angeles
BA, Economics
Deloitte 2014 - Present
Sony Pictures Entertainment 2002 - 2014
Ernst & Young 1999 - 2002
Coopers & Lybrand 1996 - 1998
Skills
Forecasting, Business Strategy, Digital Media, Strategic Planning, Management, Business Development, Financial Modeling, Strategic Partnerships, New Media, Market Research, Entertainment Industry, Entertainment, Start-ups, Valuation, Media Planning, Digital Distribution, Negotiation, Business Intelligence, Strategy, Finance, New Business Development, Strategic Financial..., Managerial Skills, Sales, Product Launch, Product Lifecycle..., Global Reporting, Industry Research, Content Acquisitions, Monetization, Microsoft Excel, Brand Management, Competitive Analysis, Corporate Finance, Mergers & Acquisitions, Market Analysis, Corporate Development, Licensing, Product Management, E-commerce, P&L Management, Digital Marketing, Marketing Strategy, Product Marketing, Media & Entertainment, Analysis, Digital Strategy, Analytics, Business Planning, CRM
Education
University of California, Los Angeles
BA, Economics
Jeff Schaub's Coopers & Lybrand Experience September 1987 - September 1993
Job Managing Director, US Public Finance
Industry Financial Services
Experience
Fitch Ratings September 1993 - Present
Coopers & Lybrand September 1987 - September 1993
Education
University at Albany, SUNY 1985 — 1987
Fitch Ratings September 1993 - Present
Coopers & Lybrand September 1987 - September 1993
Education
University at Albany, SUNY 1985 — 1987
Doug Bristow's Coopers & Lybrand Experience 1989 - 1994
Job National Practice Leader, Accounting & Finance Contract at David Aplin Group
Industry Accounting
Experience
David Aplin Group July 2012 - Present
David Aplin Group 2008 - Present
Canadian Western Bank 2006 - 2008
Servus Credit Union 2005 - 2006
Servus Credit Union 1997 - 2005
Servus Credit Union 1994 - 1997
Coopers & Lybrand 1989 - 1994
Skills
Management Consulting, Technical Recruiting, Accounting, Financial Reporting, Internal Audit, Temporary Staffing, Recruiting, Permanent Placement, Change Management, Finance, Internet Recruiting, Internal Controls, Sourcing, Contract Recruitment, Screening Resumes, Budgets, Tax, Financial Analysis, Interviews, Talent Acquisition, Talent Management, Recruitment Advertising, Sarbanes-Oxley Act, Banking, Executive Search, Performance Management, Leadership, Human Resources, Payroll
Education
Chartered Accountant
Chartered Accountant
University of Alberta
Bachelor of Commerce, Accounting
David Aplin Group July 2012 - Present
David Aplin Group 2008 - Present
Canadian Western Bank 2006 - 2008
Servus Credit Union 2005 - 2006
Servus Credit Union 1997 - 2005
Servus Credit Union 1994 - 1997
Coopers & Lybrand 1989 - 1994
Skills
Management Consulting, Technical Recruiting, Accounting, Financial Reporting, Internal Audit, Temporary Staffing, Recruiting, Permanent Placement, Change Management, Finance, Internet Recruiting, Internal Controls, Sourcing, Contract Recruitment, Screening Resumes, Budgets, Tax, Financial Analysis, Interviews, Talent Acquisition, Talent Management, Recruitment Advertising, Sarbanes-Oxley Act, Banking, Executive Search, Performance Management, Leadership, Human Resources, Payroll
Education
Chartered Accountant
Chartered Accountant
University of Alberta
Bachelor of Commerce, Accounting
John H Hurst CPA's Coopers & Lybrand Experience June 1980 - June 1982
Job Microsoft Dynamics AX ERP consultant
Industry Computer Software
Experience
Hurst Consulting, Inc. January 2007 - Present
Netrinsic, Inc. July 1987 - June 2007
Deloitte, Haskins & Sells, CPAs June 1982 - December 1983
Coopers & Lybrand June 1980 - June 1982
Skills
Microsoft Certified..., ERP, Microsoft Dynamics SL, Integration, Telecommunications, Axapta, Management, Microsoft Dynamics, Professional Services, Business Intelligence, Business Analysis, Enterprise Software, Business Process, Microsoft SQL Server, Business Strategy, Software Development, Requirements Analysis, CRM, Pre-sales, Consulting, Microsoft Technologies, X++, Software Project...
Education
University of Alabama 1982 — 1983
Graduate School of Computer Science, Computer Science
University of Alabama 1977 — 1980
BS, Accounting
Hurst Consulting, Inc. January 2007 - Present
Netrinsic, Inc. July 1987 - June 2007
Deloitte, Haskins & Sells, CPAs June 1982 - December 1983
Coopers & Lybrand June 1980 - June 1982
Skills
Microsoft Certified..., ERP, Microsoft Dynamics SL, Integration, Telecommunications, Axapta, Management, Microsoft Dynamics, Professional Services, Business Intelligence, Business Analysis, Enterprise Software, Business Process, Microsoft SQL Server, Business Strategy, Software Development, Requirements Analysis, CRM, Pre-sales, Consulting, Microsoft Technologies, X++, Software Project...
Education
University of Alabama 1982 — 1983
Graduate School of Computer Science, Computer Science
University of Alabama 1977 — 1980
BS, Accounting
Greg Ekstrom's Coopers & Lybrand Experience June 1986 - August 1989
Job Vice President / General Manager at Kronos
Industry Computer Software
Samuel Langford's Coopers & Lybrand Experience 2001 - 2002
Job Owner, Istari Group LLC
Industry Research
Experience
istari group August 2002 - Present
Coopers & Lybrand 2001 - 2002
Deloitte & Touche 1997 - 1999
Education
University of California, Berkeley 1992 — 1999
istari group August 2002 - Present
Coopers & Lybrand 2001 - 2002
Deloitte & Touche 1997 - 1999
Education
University of California, Berkeley 1992 — 1999
Louis Coffman's Coopers & Lybrand Experience June 1978 - June 1982
Job Senior Vice President at Seattle BioMed
Industry Nonprofit Organization Management
Experience
Seattle BioMed June 2012 - Present
Sanford Consortium for Regenerative Medicine June 2007 - May 2012
Institute for Systems Biology February 2003 - September 2006
Children's Hospital San Diego June 2000 - February 2003
CFC Consulting, LLC August 1998 - June 2000
Vice President - Chief Operating Officer June 1990 - August 1998
Executive Vice President - Financial Operations February 1982 - June 1990
Coopers & Lybrand June 1978 - June 1982
Skills
Lifesciences, Media Relations, Non-profits, Strategic Planning, Public Relations, Healthcare, Public Policy, Fundraising, Nonprofits, Community Outreach, Financial Accounting, Research, Business Analysis, Management, Financial Analysis, Grant Writing, Event Planning, Financial Reporting, Leadership, Life Sciences, Program Management, Public Speaking
Education
University of Pennsylvania 1973 — 1977
Bachelor of Arts (BA)
United States Military Academy at West Point 1971 — 1973
Seattle BioMed June 2012 - Present
Sanford Consortium for Regenerative Medicine June 2007 - May 2012
Institute for Systems Biology February 2003 - September 2006
Children's Hospital San Diego June 2000 - February 2003
CFC Consulting, LLC August 1998 - June 2000
Vice President - Chief Operating Officer June 1990 - August 1998
Executive Vice President - Financial Operations February 1982 - June 1990
Coopers & Lybrand June 1978 - June 1982
Skills
Lifesciences, Media Relations, Non-profits, Strategic Planning, Public Relations, Healthcare, Public Policy, Fundraising, Nonprofits, Community Outreach, Financial Accounting, Research, Business Analysis, Management, Financial Analysis, Grant Writing, Event Planning, Financial Reporting, Leadership, Life Sciences, Program Management, Public Speaking
Education
University of Pennsylvania 1973 — 1977
Bachelor of Arts (BA)
United States Military Academy at West Point 1971 — 1973
Jim Morano's Coopers & Lybrand Experience 1986 - 1990
Job Certified Public Accountant, Morano Financial
Industry Accounting
Experience
Morano Financial February 2008 - Present
i/counting, inc. 2002 - 2008
Computer One, Inc. 1993 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Account Reconciliation, Auditing, QuickBooks, Managerial Finance, Payroll, Financial Analysis, Cash Management, Forecasting, Bookkeeping, Budgets, Tax, Income Tax
Education
State University of New York at Albany 1984 — 1986
Master's degree, Accounting
Morano Financial February 2008 - Present
i/counting, inc. 2002 - 2008
Computer One, Inc. 1993 - 1994
Coopers & Lybrand 1986 - 1990
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Account Reconciliation, Auditing, QuickBooks, Managerial Finance, Payroll, Financial Analysis, Cash Management, Forecasting, Bookkeeping, Budgets, Tax, Income Tax
Education
State University of New York at Albany 1984 — 1986
Master's degree, Accounting
Jennifer Fanoe Wolf's Coopers & Lybrand Experience 1987 - 1994
Job Global Accounting Controller at Applied Materials
Industry Computer Hardware
Experience
Applied Materials October 2013 - Present
Applied Materials April 2012 - October 2013
Logitech May 2010 - April 2012
Logitech August 2001 - May 2010
Kestrel Solutions 1998 - 2001
Applied Materials April 1994 - August 1998
Coopers & Lybrand 1987 - 1994
Skills
Consolidation, Accounting, SEC reporting, Mergers, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Due Diligence, US GAAP, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Internal Controls, Finance, Process Improvement, Forecasting, Sarbanes-Oxley, Auditing, Hyperion Enterprise, Strategic Financial..., Analysis, Corporate Finance, Budgets, Essbase, Hyperion Planning, Hyperion, SEC Filings
Education
University of California, Davis 1982 — 1986
Bachelor of Science (B.S.), Managerial Economics
Applied Materials October 2013 - Present
Applied Materials April 2012 - October 2013
Logitech May 2010 - April 2012
Logitech August 2001 - May 2010
Kestrel Solutions 1998 - 2001
Applied Materials April 1994 - August 1998
Coopers & Lybrand 1987 - 1994
Skills
Consolidation, Accounting, SEC reporting, Mergers, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Due Diligence, US GAAP, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Internal Controls, Finance, Process Improvement, Forecasting, Sarbanes-Oxley, Auditing, Hyperion Enterprise, Strategic Financial..., Analysis, Corporate Finance, Budgets, Essbase, Hyperion Planning, Hyperion, SEC Filings
Education
University of California, Davis 1982 — 1986
Bachelor of Science (B.S.), Managerial Economics
Brian Mayhew's Coopers & Lybrand Experience July 1989 - July 1993
Job Arthur Andersen Alumni Professor at University of Wisconsin
Industry Education Management
Experience
University of Wisconsin July 2014 - Present
University of Wisconsin-Madison 1999 - 2014
Coopers & Lybrand July 1989 - July 1993
Skills
Teaching, Higher Education, Research, Theory, Curriculum Development, Courses, Experimental Economics, Auditing, Expert Witness, Internal Controls, Statistics, PowerPoint
Education
University of Arizona, Eller College of Management 1993 — 1997
PhD, Accounting and Experimental Economics
University of Wisconsin-Madison - School of Business 1985 — 1989
Bachelor's Degree, Accounting
University of Wisconsin July 2014 - Present
University of Wisconsin-Madison 1999 - 2014
Coopers & Lybrand July 1989 - July 1993
Skills
Teaching, Higher Education, Research, Theory, Curriculum Development, Courses, Experimental Economics, Auditing, Expert Witness, Internal Controls, Statistics, PowerPoint
Education
University of Arizona, Eller College of Management 1993 — 1997
PhD, Accounting and Experimental Economics
University of Wisconsin-Madison - School of Business 1985 — 1989
Bachelor's Degree, Accounting
Chris Abramson's Coopers & Lybrand Experience 1978 - 1998
Job Director, Firmwide Human Resources at Gensler
Industry Human Resources
Experience
Gensler August 2011 - Present
McDermott Will and Emery May 2009 - February 2011
Thelen LLP August 2002 - November 2008
Thelen Reid Brown Raysman & Steiner LLP 2005 - 2008
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1978 - 1998
UC Riverside 1975 - 1978
Skills
Employment Law, Employee Benefits, Mergers, Employee Relations, Deferred Compensation, Mediation, Leadership, HRIS, Personnel Management, Onboarding, Organizational..., Human Resources, Mergers & Acquisitions, Talent Management, Succession Planning, Performance Management, Benefits Administration, Employee Engagement, Talent Acquisition, New Hire Orientations, Recruiting, College Recruiting
Education
University of California, Davis 1971 — 1972
BA, History
Gensler August 2011 - Present
McDermott Will and Emery May 2009 - February 2011
Thelen LLP August 2002 - November 2008
Thelen Reid Brown Raysman & Steiner LLP 2005 - 2008
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1978 - 1998
UC Riverside 1975 - 1978
Skills
Employment Law, Employee Benefits, Mergers, Employee Relations, Deferred Compensation, Mediation, Leadership, HRIS, Personnel Management, Onboarding, Organizational..., Human Resources, Mergers & Acquisitions, Talent Management, Succession Planning, Performance Management, Benefits Administration, Employee Engagement, Talent Acquisition, New Hire Orientations, Recruiting, College Recruiting
Education
University of California, Davis 1971 — 1972
BA, History
Richard V.L. Cooper's Coopers & Lybrand Experience 1979 - 1989
Job Economist
Industry Management Consulting
Experience
Charles River Associates 2009 - Present
Ernst & Young 1990 - 2005
Coopers & Lybrand 1979 - 1989
RAND Corporation 1971 - 1979
Education
The University of Chicago 1967 — 1971
Ph.D., Economics
UCLA 1963 — 1967
B.A. and M.A., Economics
Charles River Associates 2009 - Present
Ernst & Young 1990 - 2005
Coopers & Lybrand 1979 - 1989
RAND Corporation 1971 - 1979
Education
The University of Chicago 1967 — 1971
Ph.D., Economics
UCLA 1963 — 1967
B.A. and M.A., Economics
Mike Tye's Coopers & Lybrand Experience August 1983 - September 1987
Job Saag's Specialty Meats
Industry Food Production
Experience
Saag's Specialty Meats October 2012 - Present
Saag's Specialty Meats January 2001 - October 2012
Saag's Specialty Meats March 1999 - December 2000
Jones Lang Wootton/Northwest Asset Management Company June 1989 - February 1999
Armstrong, Lorenz, Gilmour & Whalen September 1987 - June 1989
Coopers & Lybrand August 1983 - September 1987
Skills
Strategic Planning, Negotiation, Business Planning, Cross-functional Team..., P&L Management, Management, Strategy, Budgets, Business Strategy, Forecasting, Business Development, Leadership, Food, Microsoft Office, Mergers & Acquisitions, Competitive Analysis, Financial Analysis, Financial Modeling, Start-ups
Education
University of Notre Dame 1981 — 1983
Master of Business Administration (M.B.A.), Accounting and Finance
UC Berkeley 1977 — 1981
Bachelor of Arts (BA), Political Economy
Saag's Specialty Meats October 2012 - Present
Saag's Specialty Meats January 2001 - October 2012
Saag's Specialty Meats March 1999 - December 2000
Jones Lang Wootton/Northwest Asset Management Company June 1989 - February 1999
Armstrong, Lorenz, Gilmour & Whalen September 1987 - June 1989
Coopers & Lybrand August 1983 - September 1987
Skills
Strategic Planning, Negotiation, Business Planning, Cross-functional Team..., P&L Management, Management, Strategy, Budgets, Business Strategy, Forecasting, Business Development, Leadership, Food, Microsoft Office, Mergers & Acquisitions, Competitive Analysis, Financial Analysis, Financial Modeling, Start-ups
Education
University of Notre Dame 1981 — 1983
Master of Business Administration (M.B.A.), Accounting and Finance
UC Berkeley 1977 — 1981
Bachelor of Arts (BA), Political Economy
Kevin Ramundo's Coopers & Lybrand Experience September 1989 - October 1991
Job Portfolio Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments October 2000 - June 2010
Moodys Investor Services November 1991 - September 2000
Coopers & Lybrand September 1989 - October 1991
Education
Union College 1983 — 1989
BA/MBA, Economics
Fidelity Investments June 2010 - Present
Fidelity Investments October 2000 - June 2010
Moodys Investor Services November 1991 - September 2000
Coopers & Lybrand September 1989 - October 1991
Education
Union College 1983 — 1989
BA/MBA, Economics
Mark Elser's Coopers & Lybrand Experience 1991 - 1998
Job Vice President, Tax at Tyson Foods
Industry Food & Beverages
Experience
Tyson Foods May 2003 - Present
PricewaterhouseCoopers January 1991 - May 2003
Coopers & Lybrand 1991 - 1998
Education
University of Arkansas 1989 — 1990
Masters of Science, Accounting
University of Central Arkansas 1987 — 1989
BSBA, Accounting
Tyson Foods May 2003 - Present
PricewaterhouseCoopers January 1991 - May 2003
Coopers & Lybrand 1991 - 1998
Education
University of Arkansas 1989 — 1990
Masters of Science, Accounting
University of Central Arkansas 1987 — 1989
BSBA, Accounting
Curt Altheim's Coopers & Lybrand Experience January 1992 - June 1993
Job Director, Sales Engineering at CSG International
Industry Telecommunications
Experience
CSG International Solution ConsultantCSG InternationalJune 1993 - December 2012
ADC Telecommunications 2000 - 2004
ADC Software Systems Division 1999 - 2003
Saville Systems June 1993 - June 1999
Coopers & Lybrand January 1992 - June 1993
IBM September 1989 - January 1992
Skills
Solution Architecture, Billing Systems, Pre-sales, Telecommunications, Telecommunications..., Requirements Analysis, Telco, Integration, BSS, Unix, Open Source Software, Requirements Gathering, Provisioning, SDLC, Mobile Devices, Managed Services, Professional Services, System Deployment, Software Project..., Enterprise Software, Enterprise Architecture, SaaS, Service Delivery, Data Migration, Wireless, Cloud Computing
Education
University of Alberta 1986 — 1990
Commerce, Business
CSG International Solution ConsultantCSG InternationalJune 1993 - December 2012
ADC Telecommunications 2000 - 2004
ADC Software Systems Division 1999 - 2003
Saville Systems June 1993 - June 1999
Coopers & Lybrand January 1992 - June 1993
IBM September 1989 - January 1992
Skills
Solution Architecture, Billing Systems, Pre-sales, Telecommunications, Telecommunications..., Requirements Analysis, Telco, Integration, BSS, Unix, Open Source Software, Requirements Gathering, Provisioning, SDLC, Mobile Devices, Managed Services, Professional Services, System Deployment, Software Project..., Enterprise Software, Enterprise Architecture, SaaS, Service Delivery, Data Migration, Wireless, Cloud Computing
Education
University of Alberta 1986 — 1990
Commerce, Business
Nancy Fergoda's Coopers & Lybrand Experience September 1983 - November 1986
Job Facilities Financial Analyst at San MateoFoster City School District
Industry Accounting
Experience
San Mateo-Foster City School District January 2012 - Present
Palo Alto Unified School District January 2011 - January 2012
EDAW December 1986 - June 2006
Coopers & Lybrand September 1983 - November 1986
Skills
Financial Accounting, Accounting, Finance, Microsoft Excel, Financial Analysis, Internal Controls, General Ledger, Strategic Planning, Budgets, Nonprofits, Forecasting
Education
UCLA Anderson School of Management 1981 — 1983
MBA, Accounting
Yale University 1973 — 1977
BA, History of Art
San Mateo-Foster City School District January 2012 - Present
Palo Alto Unified School District January 2011 - January 2012
EDAW December 1986 - June 2006
Coopers & Lybrand September 1983 - November 1986
Skills
Financial Accounting, Accounting, Finance, Microsoft Excel, Financial Analysis, Internal Controls, General Ledger, Strategic Planning, Budgets, Nonprofits, Forecasting
Education
UCLA Anderson School of Management 1981 — 1983
MBA, Accounting
Yale University 1973 — 1977
BA, History of Art
Glenn Hopkins's Coopers & Lybrand Experience 1981 - 1983
Job President at HCC Club Solutions Inc.
Industry Information Technology and Services
Experience
HCC Club Solutions Inc./ Hopkins Computer Consulting Ltd. 1995 - Present
Jonas & Erickson and GEAC Canada 1987 - 1994
Ellesmere Developments Ltd. 1984 - 1986
Coopers & Lybrand 1981 - 1983
Education
University of Alberta
Bachelor of Commerce
HCC Club Solutions Inc./ Hopkins Computer Consulting Ltd. 1995 - Present
Jonas & Erickson and GEAC Canada 1987 - 1994
Ellesmere Developments Ltd. 1984 - 1986
Coopers & Lybrand 1981 - 1983
Education
University of Alberta
Bachelor of Commerce
Kim (Frederick) Aldrette's Coopers & Lybrand Experience June 1995 - May 1997
Job Director of Internal Audit at Williams
Industry Oil & Energy
Experience
Williams January 2015 - Present
Williams Company January 1999 - December 2014
Occidental June 1997 - December 1998
Coopers & Lybrand June 1995 - May 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, Enterprise Risk..., Financial Reporting, Risk Management, GAAP, Risk Assessment, Financial Accounting, Management, Due Diligence
Education
University of Arkansas 1991 — 1995
BSBA, Accounting
Williams January 2015 - Present
Williams Company January 1999 - December 2014
Occidental June 1997 - December 1998
Coopers & Lybrand June 1995 - May 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, Enterprise Risk..., Financial Reporting, Risk Management, GAAP, Risk Assessment, Financial Accounting, Management, Due Diligence
Education
University of Arkansas 1991 — 1995
BSBA, Accounting
Linda Atchison's Coopers & Lybrand Experience September 1990 - June 1992
Job Experienced Accounting and Managerial Executive
Industry Accounting
Experience
Dawson Memorial Baptist Church March 2013 - Present
Atchison Household August 1987 - Present
Mitchell Mechanical, LLC January 2009 - February 2010
Coopers & Lybrand September 1990 - June 1992
Warren, Averett, Kimbrough & Marino, LLC May 1980 - May 1990
Skills
Accounting, Income Tax, Financial Reporting, Financial Analysis, Small Business, Microsoft Word, Tax Preparation
Education
University of Alabama 1976 — 1980
BS, Accounting
Dawson Memorial Baptist Church March 2013 - Present
Atchison Household August 1987 - Present
Mitchell Mechanical, LLC January 2009 - February 2010
Coopers & Lybrand September 1990 - June 1992
Warren, Averett, Kimbrough & Marino, LLC May 1980 - May 1990
Skills
Accounting, Income Tax, Financial Reporting, Financial Analysis, Small Business, Microsoft Word, Tax Preparation
Education
University of Alabama 1976 — 1980
BS, Accounting
Joanna Brown Wishner's Coopers & Lybrand Experience 1991 - 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
Stanford University 1993 - 1999
Coopers & Lybrand 1991 - 1993
Education
University of California, Los Angeles 1986 — 1991
BA, Psychology, Accounting
Stanford University 1993 - 1999
Coopers & Lybrand 1991 - 1993
Education
University of California, Los Angeles 1986 — 1991
BA, Psychology, Accounting
Sue Drehmel's Coopers & Lybrand Experience 1980 - 1984
Job 2VP Corporate Tax at The Travelers
Industry Insurance
Experience
The Travelers July 1987 - Present
Travelers Insurance (formerly The St Paul Companies) November 1984 - July 1987
Coopers & Lybrand 1980 - 1984
Skills
Corporate Tax, Tax, Insurance, Financial Analysis, Income Tax, GAAP, Auditing, Financial Reporting, Finance, Tax Research, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Strategic Planning
Education
University of Akron School of Law 1981 — 1983
MS, Taxation
University of Minnesota - Carlson School of Management 1974 — 1977
BS, Accounting
The Travelers July 1987 - Present
Travelers Insurance (formerly The St Paul Companies) November 1984 - July 1987
Coopers & Lybrand 1980 - 1984
Skills
Corporate Tax, Tax, Insurance, Financial Analysis, Income Tax, GAAP, Auditing, Financial Reporting, Finance, Tax Research, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Strategic Planning
Education
University of Akron School of Law 1981 — 1983
MS, Taxation
University of Minnesota - Carlson School of Management 1974 — 1977
BS, Accounting
Gilles Boudreau's Coopers & Lybrand Experience 1978 - 1983
Job Freelance Accounting and Finance Consultant
Industry Management Consulting
Experience
Accounting and Finance Consultant May 2014 - Present
Premier Tech January 2011 - May 2014
BRP August 2008 - June 2010
BRP November 2001 - August 2008
Bombardier Inc. April 1997 - November 2001
Interstate Baking (Coopersmith Baking) August 1996 - April 1997
Interstate Baking (Drake Bakeries) 1991 - 1996
Culinar Inc 1983 - 1996
Coopers & Lybrand 1978 - 1983
Skills
Forecasting, Budgets, Financial Analysis, Turn Around Management, Business Strategy, Strategic Planning, Manufacturing, Start-ups, Finance, Leadership, Analysis, Procurement, Strategy, Financial Reporting, Mergers & Acquisitions, SAP, Executive Management, Process Improvement, Negotiation, Business Development, Team Building, Due Diligence, Management, Marketing, Accounting, Human Resources, Business Planning, Project Management, Financial Risk, Sales Operations, Business Process, Marketing Strategy, Auditing, Business Process..., Sales Management, ERP, Financial Modeling, Change Management, Sales, Operations Management, Cross-functional Team..., Managerial Finance, Management Consulting, Internal Controls, Risk Management, Strategic Financial..., Continuous Improvement, Cash Management, Business Analysis, Competitive Analysis
Education
Université Laval 1975 — 1978
Bachelor, Administration
Accounting and Finance Consultant May 2014 - Present
Premier Tech January 2011 - May 2014
BRP August 2008 - June 2010
BRP November 2001 - August 2008
Bombardier Inc. April 1997 - November 2001
Interstate Baking (Coopersmith Baking) August 1996 - April 1997
Interstate Baking (Drake Bakeries) 1991 - 1996
Culinar Inc 1983 - 1996
Coopers & Lybrand 1978 - 1983
Skills
Forecasting, Budgets, Financial Analysis, Turn Around Management, Business Strategy, Strategic Planning, Manufacturing, Start-ups, Finance, Leadership, Analysis, Procurement, Strategy, Financial Reporting, Mergers & Acquisitions, SAP, Executive Management, Process Improvement, Negotiation, Business Development, Team Building, Due Diligence, Management, Marketing, Accounting, Human Resources, Business Planning, Project Management, Financial Risk, Sales Operations, Business Process, Marketing Strategy, Auditing, Business Process..., Sales Management, ERP, Financial Modeling, Change Management, Sales, Operations Management, Cross-functional Team..., Managerial Finance, Management Consulting, Internal Controls, Risk Management, Strategic Financial..., Continuous Improvement, Cash Management, Business Analysis, Competitive Analysis
Education
Université Laval 1975 — 1978
Bachelor, Administration
George Loudenslager's Coopers & Lybrand Experience 1992 - 1993
Job Chief Financial Officer at Sterling Foundation Management, LLC
Industry Entertainment
Experience
Sterling Foundation Management, LLC January 2011 - Present
TEXELSPL January 2010 - January 2011
Ruckus Network / Total Music July 2006 - June 2009
Grubb and Ellis April 2004 - May 2006
AMI Capital, Inc October 2001 - January 2003
Centrum Managment, LLC August 1999 - October 2001
The Goldstar Group, LLC / NHP, INC. June 1993 - August 1999
Coopers & Lybrand 1992 - 1993
Skills
Financial Analysis, Mergers & Acquisitions, Management, Finance, Budgets, Financial Reporting, Accounting, Due Diligence
Education
University of Baltimore 1990 — 1992
BS Finance
Sterling Foundation Management, LLC January 2011 - Present
TEXELSPL January 2010 - January 2011
Ruckus Network / Total Music July 2006 - June 2009
Grubb and Ellis April 2004 - May 2006
AMI Capital, Inc October 2001 - January 2003
Centrum Managment, LLC August 1999 - October 2001
The Goldstar Group, LLC / NHP, INC. June 1993 - August 1999
Coopers & Lybrand 1992 - 1993
Skills
Financial Analysis, Mergers & Acquisitions, Management, Finance, Budgets, Financial Reporting, Accounting, Due Diligence
Education
University of Baltimore 1990 — 1992
BS Finance
Scott Romito, C.P.A.'s Coopers & Lybrand Experience January 1991 - April 1993
Job Chief Financial Officer
Industry Environmental Services
Experience
SCS Global Services 2010 - Present
QSC 2008 - 2010
QSC 2003 - 2008
PricewaterhouseCoopers January 2001 - September 2003
Coopers & Lybrand January 1991 - April 1993
Skills
Business Planning, Strategic Planning, Start-ups, Leadership, Operations Management, CRM, Negotiation, Team Building, Analysis, Strategy, Finance, Management, Financial Planning, Business Strategy, Mergers & Acquisitions, Change Management, Sales, Marketing, Contract Negotiation
Education
University of California, Davis - School of Law 1993 — 1996
J.D.
University of California, Los Angeles 1986 — 1990
B.A., Economics
SCS Global Services 2010 - Present
QSC 2008 - 2010
QSC 2003 - 2008
PricewaterhouseCoopers January 2001 - September 2003
Coopers & Lybrand January 1991 - April 1993
Skills
Business Planning, Strategic Planning, Start-ups, Leadership, Operations Management, CRM, Negotiation, Team Building, Analysis, Strategy, Finance, Management, Financial Planning, Business Strategy, Mergers & Acquisitions, Change Management, Sales, Marketing, Contract Negotiation
Education
University of California, Davis - School of Law 1993 — 1996
J.D.
University of California, Los Angeles 1986 — 1990
B.A., Economics
Carole Dalcourt's Coopers & Lybrand Experience September 1991 - September 1995
Job Accounting Professional
Industry Accounting
Experience
Landmark Student Transportation May 2011 - Present
National Express Corporation May 2000 - February 2008
Canadian Tire Corporation (CTC) September 1995 - September 2000
Coopers & Lybrand September 1991 - September 1995
Royal Columbian Hospital, New Westminter, B.C. September 1984 - September 1988
Skills
Budgets
Education
University of Los Angeles, California 2012 — 2015
Business, Certificate in Finance
University of California, Los Angeles 2010 — 2012
Business, Certificate in Taxation
York University 1989 — 1992
Business, Accounting
Université de Montréal 1978 — 1981
Health, Occupational therapist
Landmark Student Transportation May 2011 - Present
National Express Corporation May 2000 - February 2008
Canadian Tire Corporation (CTC) September 1995 - September 2000
Coopers & Lybrand September 1991 - September 1995
Royal Columbian Hospital, New Westminter, B.C. September 1984 - September 1988
Skills
Budgets
Education
University of Los Angeles, California 2012 — 2015
Business, Certificate in Finance
University of California, Los Angeles 2010 — 2012
Business, Certificate in Taxation
York University 1989 — 1992
Business, Accounting
Université de Montréal 1978 — 1981
Health, Occupational therapist
Ron Yoshihara's Coopers & Lybrand Experience September 1977 - March 1982
Job Experienced Senior Financial Executive
Industry Hospital & Health Care
Experience
PIH Health August 2006 - Present
Kingston Technology Company September 1997 - March 2006
McFarland Energy Company June 1984 - May 1997
Discovery Oil, Ltd March 1982 - April 1984
Coopers & Lybrand September 1977 - March 1982
Skills
Healthcare, Hospitals, Physicians, Acute Care, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Auditing, Financial Modeling, Healthcare Consulting, Financial Audits, Forecasting, Managed Care, Budgets
Education
University of California, Los Angeles
BA, Economics
PIH Health August 2006 - Present
Kingston Technology Company September 1997 - March 2006
McFarland Energy Company June 1984 - May 1997
Discovery Oil, Ltd March 1982 - April 1984
Coopers & Lybrand September 1977 - March 1982
Skills
Healthcare, Hospitals, Physicians, Acute Care, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Auditing, Financial Modeling, Healthcare Consulting, Financial Audits, Forecasting, Managed Care, Budgets
Education
University of California, Los Angeles
BA, Economics
Angel L. Rodriguez's Coopers & Lybrand Experience December 1981 - January 1986
Job Accounting Professional
Industry Accounting
Experience
Britts & Associates, LLP June 2007 - December 2008
Kinetic Concept, Inc. February 2005 - April 2006
Self employed July 1989 - March 2004
MasterFoods Interamierica-Puerto Rico May 1988 - June 1989
General Tire & Rubber Company January 1986 - April 1988
Coopers & Lybrand December 1981 - January 1986
kevane Peterson Soto & Pasarell December 1980 - December 1981
Education
Universidad del Turabo 1999 — 2004
Master's Degree, Accounting
Britts & Associates, LLP June 2007 - December 2008
Kinetic Concept, Inc. February 2005 - April 2006
Self employed July 1989 - March 2004
MasterFoods Interamierica-Puerto Rico May 1988 - June 1989
General Tire & Rubber Company January 1986 - April 1988
Coopers & Lybrand December 1981 - January 1986
kevane Peterson Soto & Pasarell December 1980 - December 1981
Education
Universidad del Turabo 1999 — 2004
Master's Degree, Accounting
Steven Simrin's Coopers & Lybrand Experience January 1991 - December 1996
Job Attorney and CPA, Law Offices of Steven M. Simrin
Industry Law Practice
Experience
Law Offices of Steven M. Simrin March 1997 - Present
Coopers & Lybrand January 1991 - December 1996
Education
University of California, Berkeley
BA, Mathematics
University of California, Hastings College of the Law
JD
Law Offices of Steven M. Simrin March 1997 - Present
Coopers & Lybrand January 1991 - December 1996
Education
University of California, Berkeley
BA, Mathematics
University of California, Hastings College of the Law
JD
Sarah DeJesus's Coopers & Lybrand Experience 1987 - 1990
Job Math Teacher at Iron Horse Middle School and Venture High School
Industry Primary/Secondary Education
Experience
Iron Horse Middle School and Venture High School August 2010 - Present
Coopers & Lybrand 1987 - 1990
Skills
Data Analysis, Public Speaking
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of California, Berkeley 1984 — 1986
AB x 2, Mathematics, Statistics
Iron Horse Middle School and Venture High School August 2010 - Present
Coopers & Lybrand 1987 - 1990
Skills
Data Analysis, Public Speaking
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of California, Berkeley 1984 — 1986
AB x 2, Mathematics, Statistics
Leonard Cornez's Coopers & Lybrand Experience July 1981 - July 1991
Job Sr Corporate Finance Executive and Corporate Director
Industry Oil & Energy
Experience
LAHC Enterprises Inc Chief Financial OfficerBOS Solutions LtdNovember 2008 - Present
ZCL Composites Inc. May 2008 - Present
Pacific Iron Ore Corporation July 2007 - January 2012
Technicoil Corporation October 2004 - June 2011
Enerflex Systems Ltd. April 2004 - April 2007
Terasen Pipelines Ltd April 2003 - April 2004
Ryan Energy Technologies May 2000 - January 2003
Hartland Pipeline Services Ltd September 1999 - February 2000
Computalog Ltd July 1991 - August 1999
Coopers & Lybrand July 1981 - July 1991
Education
University of Calgary 1977 — 1981
BComm, Accounting, Economics and Sociology
University of Illinois at Urbana-Champaign
CPA, Accounting and Finance
Institute of Chartered Accountants of Alberta
CA, Accounting and Finance
LAHC Enterprises Inc Chief Financial OfficerBOS Solutions LtdNovember 2008 - Present
ZCL Composites Inc. May 2008 - Present
Pacific Iron Ore Corporation July 2007 - January 2012
Technicoil Corporation October 2004 - June 2011
Enerflex Systems Ltd. April 2004 - April 2007
Terasen Pipelines Ltd April 2003 - April 2004
Ryan Energy Technologies May 2000 - January 2003
Hartland Pipeline Services Ltd September 1999 - February 2000
Computalog Ltd July 1991 - August 1999
Coopers & Lybrand July 1981 - July 1991
Education
University of Calgary 1977 — 1981
BComm, Accounting, Economics and Sociology
University of Illinois at Urbana-Champaign
CPA, Accounting and Finance
Institute of Chartered Accountants of Alberta
CA, Accounting and Finance
Douglas Tames, CPA, CA's Coopers & Lybrand Experience 1987 - June 1996
Job Vice President Finance at DirectCash Payments Inc.
Industry Accounting
Experience
DirectCash Payments Inc. February 2014 - Present
Threshold Financial Technologies Inc July 2013 - January 2014
Hudson's Bay Company November 2009 - April 2013
Hudson's Bay Company March 2007 - November 2009
JPMorgan Chase November 2005 - February 2007
Sears Canada 1999 - 2005
The Dominion of Canada General Insurance Company 1996 - 1999
Coopers & Lybrand 1987 - June 1996
Skills
Financial Accounting, Business Analysis, Strategic Planning, Financial Analysis, Finance, Process Improvement, Leadership, Forecasting, Financial Reporting, Variance Analysis, Budgets, Financial Services, Accounting, Income Statement, Strategic Financial..., Cash Management, Auditing, Due Diligence, Retail
Education
Institute of Chartered Accountants of Saskatchewan 1987 — 1990
Chartered Accountant
University of Alberta 1983 — 1987
BCom, Accounting
Campbell Collegiate
Campbell Collegiate
DirectCash Payments Inc. February 2014 - Present
Threshold Financial Technologies Inc July 2013 - January 2014
Hudson's Bay Company November 2009 - April 2013
Hudson's Bay Company March 2007 - November 2009
JPMorgan Chase November 2005 - February 2007
Sears Canada 1999 - 2005
The Dominion of Canada General Insurance Company 1996 - 1999
Coopers & Lybrand 1987 - June 1996
Skills
Financial Accounting, Business Analysis, Strategic Planning, Financial Analysis, Finance, Process Improvement, Leadership, Forecasting, Financial Reporting, Variance Analysis, Budgets, Financial Services, Accounting, Income Statement, Strategic Financial..., Cash Management, Auditing, Due Diligence, Retail
Education
Institute of Chartered Accountants of Saskatchewan 1987 — 1990
Chartered Accountant
University of Alberta 1983 — 1987
BCom, Accounting
Campbell Collegiate
Campbell Collegiate
Adriana Dobrota's Coopers & Lybrand Experience 1994 - 1995
Job Program Director, Group Disability and Life Shared Services at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial January 2005 - January 2011
ADD Canada 2002 - 2005
Momentum 1999 - 2001
Coopers & Lybrand 1994 - 1995
Skills
Software Development, Integration, PMP, Requirements Analysis, SDLC, PMO, Business Analysis, Project Management, Program Management, Software Design, IT Risk Management, Problem Solving, Vendor Management, Business Process, Requirements Gathering, Software Project..., Project Portfolio..., Business Process..., IT Strategy, Management
Education
1974 — 1979
Engineer, Electronics
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial January 2005 - January 2011
ADD Canada 2002 - 2005
Momentum 1999 - 2001
Coopers & Lybrand 1994 - 1995
Skills
Software Development, Integration, PMP, Requirements Analysis, SDLC, PMO, Business Analysis, Project Management, Program Management, Software Design, IT Risk Management, Problem Solving, Vendor Management, Business Process, Requirements Gathering, Software Project..., Project Portfolio..., Business Process..., IT Strategy, Management
Education
1974 — 1979
Engineer, Electronics
Dan Sicotte's Coopers & Lybrand Experience December 1985 - February 1988
Job Accounting Professional
Industry Accounting
Experience
Official Payments Corporation June 2002 - June 2009
Critical Path January 1999 - August 2001
Geoworks February 1988 - January 1999
Coopers & Lybrand December 1985 - February 1988
Benson & Neff August 1982 - December 1985
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business Administration (Accounting Emphasis)
Official Payments Corporation June 2002 - June 2009
Critical Path January 1999 - August 2001
Geoworks February 1988 - January 1999
Coopers & Lybrand December 1985 - February 1988
Benson & Neff August 1982 - December 1985
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business Administration (Accounting Emphasis)
Rene VandenBrand's Coopers & Lybrand Experience 1981 - 1992
Job Chief Executive Officer at RGL Reservoir Management Inc.
Industry Information Technology and Services
Experience
RGL Reservoir Management Inc. February 2015 - Present
BOS Solutions May 2012 - Present
Kelman Technologies May 2005 - August 2011
Veritas DGC Inc. August 1996 - August 2004
Veritas Energy Services Ltd. November 1994 - August 1996
Taro Industries Limited January 1992 - November 1994
Coopers & Lybrand 1981 - 1992
Skills
Petroleum, Oil & Gas Industry, Natural Gas, Energy Industry, Upstream, Energy, Oil & Gas, Gas, Management, Business Development
Education
The University of Calgary 1985 — 1988
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Finance
RGL Reservoir Management Inc. February 2015 - Present
BOS Solutions May 2012 - Present
Kelman Technologies May 2005 - August 2011
Veritas DGC Inc. August 1996 - August 2004
Veritas Energy Services Ltd. November 1994 - August 1996
Taro Industries Limited January 1992 - November 1994
Coopers & Lybrand 1981 - 1992
Skills
Petroleum, Oil & Gas Industry, Natural Gas, Energy Industry, Upstream, Energy, Oil & Gas, Gas, Management, Business Development
Education
The University of Calgary 1985 — 1988
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Colm Freyne's Coopers & Lybrand Experience 1979 - 1995
Job CFO at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Vice PresidentTD Bank1995 - 2003
TD Bank Financial Group 1995 - 2003
Coopers & Lybrand 1979 - 1995
Education
University College Dublin 1976 — 1979
Bachelor of Commerce (B.Com.)
Sun Life Financial Vice PresidentTD Bank1995 - 2003
TD Bank Financial Group 1995 - 2003
Coopers & Lybrand 1979 - 1995
Education
University College Dublin 1976 — 1979
Bachelor of Commerce (B.Com.)
Linda Anderson Propp's Coopers & Lybrand Experience 1980 - 1986
Job Senior Manager Quality Control at Wilde & Co Chartered Accountants
Industry Accounting
Experience
Retired and enjoying time to pursue personal interests January 2015 - Present
Wilde & Company CA's February 2000 - December 2014
Mackay & Partners 1990 - 1999
Coopers & Lybrand 1980 - 1986
Skills
Financial Accounting, Corporate Tax, Accounting
Education
University of Alberta 1976 — 1980
BComm, Accounting
Queen Elizabeth Composite 1974 — 1976
Retired and enjoying time to pursue personal interests January 2015 - Present
Wilde & Company CA's February 2000 - December 2014
Mackay & Partners 1990 - 1999
Coopers & Lybrand 1980 - 1986
Skills
Financial Accounting, Corporate Tax, Accounting
Education
University of Alberta 1976 — 1980
BComm, Accounting
Queen Elizabeth Composite 1974 — 1976
Michelle Fishman's Coopers & Lybrand Experience 1985 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
FishPro, Inc. 1999 - Present
Nomura Securities Inc 2004 - September 2014
M.A. Partners 2003 - 2005
JPMorgan Chase 2000 - 2002
Caspian Securities, Inc 1995 - 1998
Baring Securities 1989 - 1994
Coopers & Lybrand 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Business Analysis, Data Analysis, Broker-Dealer, Financial Services, Derivatives, Investment Banking, Risk Management, SDLC, Trading Systems, Hedge Funds, Finance, Bloomberg, Securities, Management, Back Office, Middle Office, Prime Brokerage, Electronic Trading, Business Requirements, Options, Management Consulting
Education
University at Albany, SUNY 1981 — 1985
BS, Accounting
FishPro, Inc. 1999 - Present
Nomura Securities Inc 2004 - September 2014
M.A. Partners 2003 - 2005
JPMorgan Chase 2000 - 2002
Caspian Securities, Inc 1995 - 1998
Baring Securities 1989 - 1994
Coopers & Lybrand 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Business Analysis, Data Analysis, Broker-Dealer, Financial Services, Derivatives, Investment Banking, Risk Management, SDLC, Trading Systems, Hedge Funds, Finance, Bloomberg, Securities, Management, Back Office, Middle Office, Prime Brokerage, Electronic Trading, Business Requirements, Options, Management Consulting
Education
University at Albany, SUNY 1981 — 1985
BS, Accounting
Erol Eyikan's Coopers & Lybrand Experience August 1991 - August 1993
Job Managing Director Banking and Liquidity at Pyvera
Industry Management Consulting
Experience
Pyvera December 2012 - Present
Transigma Partners 2006 - November 2012
GE Capital December 1999 - July 2006
Information Resources Inc. July 1995 - September 1998
Coopers & Lybrand August 1991 - August 1993
Skills
Corporate Finance, Project Portfolio..., Business Analysis, Business Strategy, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Program Management, Business Process..., Business Intelligence, Business Process..., Risk Management, SDLC, Change Management, Project Management, Operational Excellence, Enterprise Software, Business Process, Acquisition Integration, Management, Management Consulting, Integration, Treasury, Business Process Design, Outsourcing, IT Strategy, Strategic Planning, Financial Services, Requirements Gathering, Data Warehousing, Vendor Management, Six Sigma, Basel II, Basel III, Dodd-Frank, Regulatory Submissions, 4G
Education
University at Albany, SUNY 2003 — 2005
MBA, Management Information Systems
Pyvera December 2012 - Present
Transigma Partners 2006 - November 2012
GE Capital December 1999 - July 2006
Information Resources Inc. July 1995 - September 1998
Coopers & Lybrand August 1991 - August 1993
Skills
Corporate Finance, Project Portfolio..., Business Analysis, Business Strategy, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Program Management, Business Process..., Business Intelligence, Business Process..., Risk Management, SDLC, Change Management, Project Management, Operational Excellence, Enterprise Software, Business Process, Acquisition Integration, Management, Management Consulting, Integration, Treasury, Business Process Design, Outsourcing, IT Strategy, Strategic Planning, Financial Services, Requirements Gathering, Data Warehousing, Vendor Management, Six Sigma, Basel II, Basel III, Dodd-Frank, Regulatory Submissions, 4G
Education
University at Albany, SUNY 2003 — 2005
MBA, Management Information Systems
Rick Talcott's Coopers & Lybrand Experience August 1977 - March 1986
Job Business Administrator at Compass Bible Church
Industry Religious Institutions
Experience
Compass Bible Church October 2005 - Present
HQT Homes January 1993 - September 2005
The Lusk Company March 1986 - December 1992
Coopers & Lybrand August 1977 - March 1986
Skills
Leadership, Preaching, QuickBooks, Theology, Public Speaking, Non-profit..., Fundraising, PowerPoint, Non-profits, Church Events, Strategic Planning, Volunteer Management, Leadership Development, Nonprofits, Community Outreach, Discipleship, Religion, Training, Social Media, Team Building, Customer Service, Microsoft Office
Education
UCLA 1974 — 1977
Bachelor's degree, Economics
Compass Bible Church October 2005 - Present
HQT Homes January 1993 - September 2005
The Lusk Company March 1986 - December 1992
Coopers & Lybrand August 1977 - March 1986
Skills
Leadership, Preaching, QuickBooks, Theology, Public Speaking, Non-profit..., Fundraising, PowerPoint, Non-profits, Church Events, Strategic Planning, Volunteer Management, Leadership Development, Nonprofits, Community Outreach, Discipleship, Religion, Training, Social Media, Team Building, Customer Service, Microsoft Office
Education
UCLA 1974 — 1977
Bachelor's degree, Economics
Linda Lehman, CPA's Coopers & Lybrand Experience January 1988 - January 1990
Job Senior Manager, Accounting and Finance
Industry Accounting
Experience
Arrow Electronics, Inc. January 2010 - Present
Arrow Electronics, Inc. January 1997 - January 2006
American Express January 1990 - January 1997
Coopers & Lybrand January 1988 - January 1990
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Reporting, Accounting, Budget Management, Financial Planning, Process Improvement, Supervisory Skills, Financial Modeling
Education
University at Albany, SUNY
BS, Accounting
Arrow Electronics, Inc. January 2010 - Present
Arrow Electronics, Inc. January 1997 - January 2006
American Express January 1990 - January 1997
Coopers & Lybrand January 1988 - January 1990
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Reporting, Accounting, Budget Management, Financial Planning, Process Improvement, Supervisory Skills, Financial Modeling
Education
University at Albany, SUNY
BS, Accounting
Fred Fong's Coopers & Lybrand Experience 1983 - 1986
Job Retired President & CEO at First National AlarmCap LP
Industry Security and Investigations
Experience
First National AlarmCap LP December 2008 - September 2011
United Protection Security Group January 2007 - December 2008
VOXCOM Security Systems July 1990 - April 2005
Coopers & Lybrand 1983 - 1986
Skills
Alarm Systems, Leadership, Sales Management, Private Investigations, Fire Alarm, Investigation, CCTV, Surveillance, Physical Security, Access Control, Intrusion Detection, Crisis Management, Security Training, Security, Security Management
Education
Canadian Institute of Chartered Accountants
University of Alberta
B Comm
First National AlarmCap LP December 2008 - September 2011
United Protection Security Group January 2007 - December 2008
VOXCOM Security Systems July 1990 - April 2005
Coopers & Lybrand 1983 - 1986
Skills
Alarm Systems, Leadership, Sales Management, Private Investigations, Fire Alarm, Investigation, CCTV, Surveillance, Physical Security, Access Control, Intrusion Detection, Crisis Management, Security Training, Security, Security Management
Education
Canadian Institute of Chartered Accountants
University of Alberta
B Comm
David Ewan's Coopers & Lybrand Experience January 1984 - January 1987
Job Managing Member at Downtown Wine & Spirits
Industry Accounting
Experience
David J Ewan CPA PLLC May 2010 - Present
Downtown Wine & Spirits April 2007 - Present
Baker Strret Rentals, LLC January 2005 - Present
Tennessee Wesleyan January 1998 - January 1999
Supra Marine January 1990 - January 1991
Ski Supreme January 1988 - January 1989
Coopers & Lybrand January 1984 - January 1987
Coopers January 1981 - January 1984
Skills
Real Estate Tax Issues, Small Business..., Accounting, Auditing, Business Planning, Finance, Management, Property Tax, Real Estate, Small Business, Tax, CPA, Tax Returns, Corporate Tax, Partnership Taxation, Tax Preparation, QuickBooks
Education
Tennessee Society of Certified Public Accountants
New Zealand Society of Accountants
University of Auckland 1978 — 1980
B-Com, Business
University of Auckland
Bachelor of Commerce, Business
David J Ewan CPA PLLC May 2010 - Present
Downtown Wine & Spirits April 2007 - Present
Baker Strret Rentals, LLC January 2005 - Present
Tennessee Wesleyan January 1998 - January 1999
Supra Marine January 1990 - January 1991
Ski Supreme January 1988 - January 1989
Coopers & Lybrand January 1984 - January 1987
Coopers January 1981 - January 1984
Skills
Real Estate Tax Issues, Small Business..., Accounting, Auditing, Business Planning, Finance, Management, Property Tax, Real Estate, Small Business, Tax, CPA, Tax Returns, Corporate Tax, Partnership Taxation, Tax Preparation, QuickBooks
Education
Tennessee Society of Certified Public Accountants
New Zealand Society of Accountants
University of Auckland 1978 — 1980
B-Com, Business
University of Auckland
Bachelor of Commerce, Business
Susan K. Macaulay's Coopers & Lybrand Experience 1983 - 1989
Job
Industry Accounting
Experience
Retired July 2015 - Present
UC Davis Health System November 2011 - June 2015
University of California, Davis December 2007 - October 2011
Deliotte Consulting 1999 - 2005
Mercer Human Resource Consulting 1989 - 1998
Coopers & Lybrand 1983 - 1989
Skills
Data Analysis, Business Analysis, Strategic Planning, Higher Education, Program Management, Research, Management Consulting, Strategy, Fundraising, Project Management, Organizational...
Education
University of California, Berkeley
BS, Business Administration
Retired July 2015 - Present
UC Davis Health System November 2011 - June 2015
University of California, Davis December 2007 - October 2011
Deliotte Consulting 1999 - 2005
Mercer Human Resource Consulting 1989 - 1998
Coopers & Lybrand 1983 - 1989
Skills
Data Analysis, Business Analysis, Strategic Planning, Higher Education, Program Management, Research, Management Consulting, Strategy, Fundraising, Project Management, Organizational...
Education
University of California, Berkeley
BS, Business Administration
Jim Goldhawk's Coopers & Lybrand Experience 1988 - 1992
Job Consulting Accountant (self employed)
Industry Accounting
Experience
Self-employed 1993 - Present
Coopers & Lybrand 1988 - 1992
Skills
Finance, Accounting, Divestitures, Mergers & Acquisitions, Internal Controls, Revenue Recognition, Financial Reporting, Project Planning, SEC filings, US GAAP, Consolidation, SEC, Auditing, Restructuring, Business Strategy, Treasury
Education
University of California, Berkeley 1976 — 1981
B.A., Economics and Accounting
Self-employed 1993 - Present
Coopers & Lybrand 1988 - 1992
Skills
Finance, Accounting, Divestitures, Mergers & Acquisitions, Internal Controls, Revenue Recognition, Financial Reporting, Project Planning, SEC filings, US GAAP, Consolidation, SEC, Auditing, Restructuring, Business Strategy, Treasury
Education
University of California, Berkeley 1976 — 1981
B.A., Economics and Accounting
Seth Ugelow's Coopers & Lybrand Experience December 1974 - April 1979
Job Senior Vice President and Chief Accounting Officer at Sterling National Bank
Industry Banking
Experience
Sterling National Bank August 2006 - November 2014
Wilshire Enterprises, Inc. June 2004 - August 2006
Trust Company of New Jersey January 2003 - June 2004
Major Domestic and International Banking Organizations April 1979 - June 2002
Coopers & Lybrand December 1974 - April 1979
Skills
Financial Analysis, Financial Planning, Financial Reporting, Accounting, Investor Relations, Banking, Strategic Planning, Budgeting, SEC reporting, Bank Regulatory..., Asset Liability..., Strategic Financial..., Finance, Budgets, ALM, Loans, Corporate Finance, SEC filings, Treasury Management, Cash Management, Banking Law, Internal Controls, Sarbanes-Oxley Act, Risk Management, Commercial Lending
Education
S.U.N.Y at Albany 1970 — 1974
BS, Accounting, 3.69 GPA
University at Albany, SUNY 1970 — 1974
Bachelor's degree, Accounting
Sterling National Bank August 2006 - November 2014
Wilshire Enterprises, Inc. June 2004 - August 2006
Trust Company of New Jersey January 2003 - June 2004
Major Domestic and International Banking Organizations April 1979 - June 2002
Coopers & Lybrand December 1974 - April 1979
Skills
Financial Analysis, Financial Planning, Financial Reporting, Accounting, Investor Relations, Banking, Strategic Planning, Budgeting, SEC reporting, Bank Regulatory..., Asset Liability..., Strategic Financial..., Finance, Budgets, ALM, Loans, Corporate Finance, SEC filings, Treasury Management, Cash Management, Banking Law, Internal Controls, Sarbanes-Oxley Act, Risk Management, Commercial Lending
Education
S.U.N.Y at Albany 1970 — 1974
BS, Accounting, 3.69 GPA
University at Albany, SUNY 1970 — 1974
Bachelor's degree, Accounting
Enid Soto's Coopers & Lybrand Experience August 1990 - July 1994
Job Sr. Financial Analyst at Avon Products, Inc.
Industry
Experience
Avon Products, Inc. November 1998 - Present
Textron Automotive 1997 - 1998
Coopers & Lybrand August 1990 - July 1994
Skills
Financial Reporting, Budgeting, Internal Controls, Auditing, Fixed Assets, Accounting, General Ledger, Forecasting, Journal Entries, Variance Analysis, Ad Hoc Reporting, Hyperion, JD Edwards, Financial Accounting, Excel, Account Reconciliation, Accruals, Hyperion Enterprise
Education
Washington University in St. Louis 1994 — 1996
MBA, Finance/Marketing
University of Puerto Rico
BBA, Accounting
Avon Products, Inc. November 1998 - Present
Textron Automotive 1997 - 1998
Coopers & Lybrand August 1990 - July 1994
Skills
Financial Reporting, Budgeting, Internal Controls, Auditing, Fixed Assets, Accounting, General Ledger, Forecasting, Journal Entries, Variance Analysis, Ad Hoc Reporting, Hyperion, JD Edwards, Financial Accounting, Excel, Account Reconciliation, Accruals, Hyperion Enterprise
Education
Washington University in St. Louis 1994 — 1996
MBA, Finance/Marketing
University of Puerto Rico
BBA, Accounting
Theodore Kuh's Coopers & Lybrand Experience 1982 - 1985
Job Strategic Advisor / Private Investor
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
Rudy Tjiong's Coopers & Lybrand Experience September 1990 - July 1993
Job Finance Director at Nestle USA
Industry Consumer Goods
Experience
Nestle USA March 2011 - Present
Nestle Professional March 2009 - February 2011
Nestle Purina January 2002 - February 2009
Nestle USA July 1993 - December 2001
Coopers & Lybrand September 1990 - July 1993
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance & Marketing
University of California, Los Angeles 1986 — 1990
Bachelor of Arts, Economics & Business
Nestle USA March 2011 - Present
Nestle Professional March 2009 - February 2011
Nestle Purina January 2002 - February 2009
Nestle USA July 1993 - December 2001
Coopers & Lybrand September 1990 - July 1993
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance & Marketing
University of California, Los Angeles 1986 — 1990
Bachelor of Arts, Economics & Business
Tony Smoak's Coopers & Lybrand Experience January 1993 - April 1994
Job Controller at Origin Point Brands, LLC
Industry Accounting
Experience
Robert Half June 2013 - March 2014
Providence Service Corporation December 2002 - June 2013
FINOVA Capital Corporation March 1997 - November 2002
CSK Auto April 1994 - March 1997
Coopers & Lybrand January 1993 - April 1994
Skills
Financial Reporting, SEC reporting, Internal Controls, Corporate Governance, Executive Compensation, Board Reporting, Report Writing, Press Releases, Annual Reports, Proxy Statement..., Minutes, Annual Stockholder..., SEC filings, Analysis, Corporate Finance, Financial Statements, Budgets, Auditing, Finance, Financial Audits, Accounting, Executive Pay, Consolidation, Management
Education
University of Arizona 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Robert Half June 2013 - March 2014
Providence Service Corporation December 2002 - June 2013
FINOVA Capital Corporation March 1997 - November 2002
CSK Auto April 1994 - March 1997
Coopers & Lybrand January 1993 - April 1994
Skills
Financial Reporting, SEC reporting, Internal Controls, Corporate Governance, Executive Compensation, Board Reporting, Report Writing, Press Releases, Annual Reports, Proxy Statement..., Minutes, Annual Stockholder..., SEC filings, Analysis, Corporate Finance, Financial Statements, Budgets, Auditing, Finance, Financial Audits, Accounting, Executive Pay, Consolidation, Management
Education
University of Arizona 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Earl Whatley's Coopers & Lybrand Experience September 1967 - January 1978
Job Controller at Brasfield & Gorrie, LLC
Industry Construction
Experience
Brasfield & Gorrie, LLC February 1978 - Present
Coopers & Lybrand September 1967 - January 1978
Skills
Budgets, Microsoft Office, Accounting, Financial Reporting, Microsoft Excel, JD Edwards
Education
University of Alabama 1960 — 1964
Master of Arts (MA), Accounting
University of Alabama 1960 — 1962
Bachelor of Science (BS), Accounting
Brasfield & Gorrie, LLC February 1978 - Present
Coopers & Lybrand September 1967 - January 1978
Skills
Budgets, Microsoft Office, Accounting, Financial Reporting, Microsoft Excel, JD Edwards
Education
University of Alabama 1960 — 1964
Master of Arts (MA), Accounting
University of Alabama 1960 — 1962
Bachelor of Science (BS), Accounting
Marie-Claire Lacasse's Coopers & Lybrand Experience 1976 - March 1978
Job Technicienne en administration chez Sélections Fréchette
Industry Wine and Spirits
Experience
Sélections Fréchette September 2012 - Present
S.A.Q. April 1978 - June 2011
Coopers & Lybrand 1976 - March 1978
Education
Université de Montréal 2009 — 2013
Certificat, Victimologie
C.R.A.M. 2005 — 2008
Cégep de Rosemont 1978 — 1985
Certificat d'études collégiales, Finance, général
Sélections Fréchette September 2012 - Present
S.A.Q. April 1978 - June 2011
Coopers & Lybrand 1976 - March 1978
Education
Université de Montréal 2009 — 2013
Certificat, Victimologie
C.R.A.M. 2005 — 2008
Cégep de Rosemont 1978 — 1985
Certificat d'études collégiales, Finance, général