Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Dave Grossman Dave Grossman's Coopers & Lybrand Experience September 1977 - June 1986
Job President: StarPoint
Industry Management Consulting
Experience
Starpoint Consulting, LLC September 2010 - Present
BDM Focused Consulting November 2008 - November 2010
Executive Agenda, LLC January 2005 - November 2008
BDO Seidman, LLP 1994 - 1997
Arthur Young 1990 - 1995
Coopers & Lybrand September 1977 - June 1986
Skills
Strategy, Finance, Private Equity, Selling, Mergers & Acquisitions, Mergers, Strategic Planning, Leadership, Start-ups, Accounting, Consulting, Training, Financial Analysis, Cross-functional Team..., Business Planning, Business Strategy, Business Valuation, Entrepreneurship, Executive Management, Sales
Education
University of Florida 1974 — 1977
Business
HIghland Park High School 1970 — 1973
Starpoint Consulting, LLC September 2010 - Present
BDM Focused Consulting November 2008 - November 2010
Executive Agenda, LLC January 2005 - November 2008
BDO Seidman, LLP 1994 - 1997
Arthur Young 1990 - 1995
Coopers & Lybrand September 1977 - June 1986
Skills
Strategy, Finance, Private Equity, Selling, Mergers & Acquisitions, Mergers, Strategic Planning, Leadership, Start-ups, Accounting, Consulting, Training, Financial Analysis, Cross-functional Team..., Business Planning, Business Strategy, Business Valuation, Entrepreneurship, Executive Management, Sales
Education
University of Florida 1974 — 1977
Business
HIghland Park High School 1970 — 1973
Mark Carmody Mark Carmody's Coopers & Lybrand Experience 1980 - 1983
Job Finance and Accounting
Industry Accounting
Experience
Financial and Accounting Consultant November 2008 - Present
ProHealth, Inc. February 2011 - December 2012
Morph & Thro, LLC January 2010 - June 2011
Horny Toad Activewear 2008 - 2008
The Territory Ahead, Inc. April 1992 - October 2004
Coopers & Lybrand 1980 - 1983
Skills
Strategic Planning, Management, Apparel, Business Development, Customer Service, Microsoft Excel, E-commerce, Retail, Marketing, Cross-functional Team..., Marketing Strategy, Customer Acquisition, Managerial Finance, Microsoft Office, Email Marketing, New Business Development, Direct Mail, Project Management, Budgets, Strategy, Leadership, Online Marketing, Sales, Team Building, Online Advertising, Marketing Communications, Advertising, Product Development, Social Media, Social Media Marketing, Start-ups, Analytics, Finance
Education
University of California, Santa Barbara 1974 — 1980
Bachelor of Arts (B.A.), Business Economics
Loyola High School 1972 — 1976
Financial and Accounting Consultant November 2008 - Present
ProHealth, Inc. February 2011 - December 2012
Morph & Thro, LLC January 2010 - June 2011
Horny Toad Activewear 2008 - 2008
The Territory Ahead, Inc. April 1992 - October 2004
Coopers & Lybrand 1980 - 1983
Skills
Strategic Planning, Management, Apparel, Business Development, Customer Service, Microsoft Excel, E-commerce, Retail, Marketing, Cross-functional Team..., Marketing Strategy, Customer Acquisition, Managerial Finance, Microsoft Office, Email Marketing, New Business Development, Direct Mail, Project Management, Budgets, Strategy, Leadership, Online Marketing, Sales, Team Building, Online Advertising, Marketing Communications, Advertising, Product Development, Social Media, Social Media Marketing, Start-ups, Analytics, Finance
Education
University of California, Santa Barbara 1974 — 1980
Bachelor of Arts (B.A.), Business Economics
Loyola High School 1972 — 1976
Kathleen Nenadov Kathleen Nenadov's Coopers & Lybrand Experience September 1992 - March 1995
Job Principal Internal Auditor at Sharp HealthCare
Industry Hospital & Health Care
Experience
Sharp HealthCare November 2008 - Present
Spectranetics July 2007 - October 2008
Self Employed October 2005 - March 2006
Alvarion Ltd. May 2000 - September 2005
Cedars-Sinai Medical Center July 1997 - April 2000
Visiting Nurse Association of Los Angeles May 1995 - May 1997
Coopers & Lybrand September 1992 - March 1995
Skills
Internal Audit, Accounting, Internal Controls, Process Improvement, Risk Assessment
Education
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Business/Managerial Economics
Beverly Hills High School 1984 — 1988
Sharp HealthCare November 2008 - Present
Spectranetics July 2007 - October 2008
Self Employed October 2005 - March 2006
Alvarion Ltd. May 2000 - September 2005
Cedars-Sinai Medical Center July 1997 - April 2000
Visiting Nurse Association of Los Angeles May 1995 - May 1997
Coopers & Lybrand September 1992 - March 1995
Skills
Internal Audit, Accounting, Internal Controls, Process Improvement, Risk Assessment
Education
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Business/Managerial Economics
Beverly Hills High School 1984 — 1988
Gustavo J. Sánchez Gustavo J. Sánchez's Coopers & Lybrand Experience August 1985 - April 1992
Job Owner, President & CEO, Sansima Consulting Group, Inc.
Industry Human Resources
Experience
Sansima Consulting Group, Inc. January 1997 - Present
A. Foster Higgins May 1992 - January 1997
Coopers & Lybrand August 1985 - April 1992
Buck Consultants August 1967 - July 1985
Skills
Employee Benefits, 401k, Pensions, detail oriented, Consulting, Client Relationship..., Bilingual, Defined Benefit, Defined Contribution, ERISA, Retirement Plan..., CRM, Retirement, Profit Sharing, Executive Pay, Incentive Programs, Deferred Compensation, Benefits Administration, Life Insurance, Fixed Annuities, Small Business, Benefits Design, Pension Funds, Asset Allocation, Series 7, Succession Planning, Investments, IRAs, Retirement Planning, Series 6, Term Life Insurance, HRIS, Leadership, Mutual Funds, Human Resources, Workers Compensation, Series 63, Mergers & Acquisitions, Health Savings Accounts, Actuarial Science, Financial Advisory, Disability Insurance, Investment Advisory, Investment Strategies, Health Insurance, Financial Services, Financial Planners
Education
University of Florida 1963 — 1964
Bishop Kenney High School 1961 — 1962
Sansima Consulting Group, Inc. January 1997 - Present
A. Foster Higgins May 1992 - January 1997
Coopers & Lybrand August 1985 - April 1992
Buck Consultants August 1967 - July 1985
Skills
Employee Benefits, 401k, Pensions, detail oriented, Consulting, Client Relationship..., Bilingual, Defined Benefit, Defined Contribution, ERISA, Retirement Plan..., CRM, Retirement, Profit Sharing, Executive Pay, Incentive Programs, Deferred Compensation, Benefits Administration, Life Insurance, Fixed Annuities, Small Business, Benefits Design, Pension Funds, Asset Allocation, Series 7, Succession Planning, Investments, IRAs, Retirement Planning, Series 6, Term Life Insurance, HRIS, Leadership, Mutual Funds, Human Resources, Workers Compensation, Series 63, Mergers & Acquisitions, Health Savings Accounts, Actuarial Science, Financial Advisory, Disability Insurance, Investment Advisory, Investment Strategies, Health Insurance, Financial Services, Financial Planners
Education
University of Florida 1963 — 1964
Bishop Kenney High School 1961 — 1962
Patricia Nissen Patricia Nissen's Coopers & Lybrand Experience 1995 - 1997
Job Controller/CFO
Industry Financial Services
Experience
Small Businesses January 2015 - Present
CliftonLarsonAllen October 2013 - December 2014
MTG Fasteners, Inc. 2003 - 2013
Java City 1998 - 2000
Coopers & Lybrand 1995 - 1997
Skills
New Business Development, Purchasing, Microsoft Office, Inventory Management, Wholesale, Auditing, Accounting, Payroll, Management, Accounts Receivable, Accounts Payable, QuickBooks
Education
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Bella Vista High School 1988 — 1991
Small Businesses January 2015 - Present
CliftonLarsonAllen October 2013 - December 2014
MTG Fasteners, Inc. 2003 - 2013
Java City 1998 - 2000
Coopers & Lybrand 1995 - 1997
Skills
New Business Development, Purchasing, Microsoft Office, Inventory Management, Wholesale, Auditing, Accounting, Payroll, Management, Accounts Receivable, Accounts Payable, QuickBooks
Education
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Bella Vista High School 1988 — 1991
Skip Richmond Skip Richmond's Coopers & Lybrand Experience 1988 - 1992
Job CoCEO at DTRT Apparel
Industry Apparel & Fashion
Experience
DTRT Apparel January 2014 - Present
The SLR Company, Inc. 2006 - Present
FitnessIQ, LLC 2011 - 2012
Winds Enterprises 2004 - 2011
Upper Deck 1993 - 2002
Sasco 1992 - 1993
Coopers & Lybrand 1988 - 1992
Skills
Forecasting, Financial Analysis, Licensing, Business Strategy, Marketing Strategy, Start-ups, Budgets, New Business Development, Marketing, Product Development, Strategic Partnerships, Entrepreneurship, Legal, Cash Management, Cash Flow Forecasting, IT Management, Insurance, Global Sourcing, Direct Response..., Apparel, Brand Development, Finance, Strategic Planning, Strategy
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Business Economics
La Jolla High School 1981 — 1984
DTRT Apparel January 2014 - Present
The SLR Company, Inc. 2006 - Present
FitnessIQ, LLC 2011 - 2012
Winds Enterprises 2004 - 2011
Upper Deck 1993 - 2002
Sasco 1992 - 1993
Coopers & Lybrand 1988 - 1992
Skills
Forecasting, Financial Analysis, Licensing, Business Strategy, Marketing Strategy, Start-ups, Budgets, New Business Development, Marketing, Product Development, Strategic Partnerships, Entrepreneurship, Legal, Cash Management, Cash Flow Forecasting, IT Management, Insurance, Global Sourcing, Direct Response..., Apparel, Brand Development, Finance, Strategic Planning, Strategy
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Business Economics
La Jolla High School 1981 — 1984
Sean Blakley Sean Blakley's Coopers & Lybrand Experience February 1990 - October 1991
Job Vice President, Financial Planning & Analysis
Industry Oil & Energy
Experience
Enable Midstream Partners, LP March 2013 - March 2015
CenterPoint Energy May 2009 - March 2013
Spectra Energy Partners June 2007 - May 2009
Spectra Energy January 2007 - May 2007
Duke Energy November 2000 - December 2006
Torch Energy Advisors Incorporated November 1997 - October 2000
Oracle November 1995 - November 1997
Torch Energy Advisors Incorporated November 1991 - November 1995
Coopers & Lybrand February 1990 - October 1991
Skills
Tax, Energy Industry, Contract Negotiation, Energy, Project Planning, Pipelines, Gas, Budgets, Financial Reporting, Natural Gas, Internal Controls, Financial Analysis, Risk Management, Mergers & Acquisitions, Tax Research, Mergers, Investments, Management, Due Diligence, Finance, Sarbanes-Oxley Act, SEC filings, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Taxation
University of Oklahoma 1986 — 1988
Bachelor of Business Administration, Accounting
Enable Midstream Partners, LP March 2013 - March 2015
CenterPoint Energy May 2009 - March 2013
Spectra Energy Partners June 2007 - May 2009
Spectra Energy January 2007 - May 2007
Duke Energy November 2000 - December 2006
Torch Energy Advisors Incorporated November 1997 - October 2000
Oracle November 1995 - November 1997
Torch Energy Advisors Incorporated November 1991 - November 1995
Coopers & Lybrand February 1990 - October 1991
Skills
Tax, Energy Industry, Contract Negotiation, Energy, Project Planning, Pipelines, Gas, Budgets, Financial Reporting, Natural Gas, Internal Controls, Financial Analysis, Risk Management, Mergers & Acquisitions, Tax Research, Mergers, Investments, Management, Due Diligence, Finance, Sarbanes-Oxley Act, SEC filings, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Taxation
University of Oklahoma 1986 — 1988
Bachelor of Business Administration, Accounting
Brian Brown, CPA's Coopers & Lybrand Experience 1988 - 1993
Job Financial & SEC Reporting Consultant at Brian E Brown CPA LLC
Industry Accounting
Experience
Brian E Brown CPA LLC June 2014 - Present
Aquilex Corporation August 2012 - March 2013
Aquilex Corporation 2008 - July 2012
AT&T Mobility 2001 - 2007
CoreNet Services, Inc. 1999 - 2000
Telecommunications, Developments, and Innovations (TDI), Inc. 1999 - 1999
BellSouth Telecommunications (Subsidiary - Stevens Graphics, Inc.) 1994 - 1997
Coopers & Lybrand 1988 - 1993
Skills
SEC reporting, 10Q, Controller, Debt Offerings, EDGAR, XBRL, 10K, SEC regulations, Purchase Accounting, SEC filings, GAAP, Finance, Financial Reporting, Sarbanes-Oxley, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC, Cash Flow, Tax, US GAAP, Consolidation, SEC Filings, Auditing, Due Diligence, Budgets, CPA, Fixed Assets, Internal Controls, Financial Modeling, Forecasting, Revenue Recognition, Business Planning, Managerial Finance, Variance Analysis
Education
University of Georgia - Terry College of Business 1987 — 1988
MAcc
University of Georgia - Terry College of Business 1983 — 1987
BBA
Brian E Brown CPA LLC June 2014 - Present
Aquilex Corporation August 2012 - March 2013
Aquilex Corporation 2008 - July 2012
AT&T Mobility 2001 - 2007
CoreNet Services, Inc. 1999 - 2000
Telecommunications, Developments, and Innovations (TDI), Inc. 1999 - 1999
BellSouth Telecommunications (Subsidiary - Stevens Graphics, Inc.) 1994 - 1997
Coopers & Lybrand 1988 - 1993
Skills
SEC reporting, 10Q, Controller, Debt Offerings, EDGAR, XBRL, 10K, SEC regulations, Purchase Accounting, SEC filings, GAAP, Finance, Financial Reporting, Sarbanes-Oxley, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC, Cash Flow, Tax, US GAAP, Consolidation, SEC Filings, Auditing, Due Diligence, Budgets, CPA, Fixed Assets, Internal Controls, Financial Modeling, Forecasting, Revenue Recognition, Business Planning, Managerial Finance, Variance Analysis
Education
University of Georgia - Terry College of Business 1987 — 1988
MAcc
University of Georgia - Terry College of Business 1983 — 1987
BBA
Tyra Tutor Tyra Tutor's Coopers & Lybrand Experience 1991 - 1997
Job SVPCorporate Development at Adecco Group North America
Industry Staffing and Recruiting
Experience
Adecco Group North America January 2010 - Present
MPS Group May 1997 - January 2010
Coopers & Lybrand 1991 - 1997
DDF CPA Group 1991 - 1992
Davis-Monk Financial Group 1989 - 1991
Education
University of Florida 1986 — 1991
Adecco Group North America January 2010 - Present
MPS Group May 1997 - January 2010
Coopers & Lybrand 1991 - 1997
DDF CPA Group 1991 - 1992
Davis-Monk Financial Group 1989 - 1991
Education
University of Florida 1986 — 1991
Doug Beatty Doug Beatty's Coopers & Lybrand Experience April 1997 - June 1998
Job Director, PwC Canada
Industry Marketing and Advertising
Experience
PwC July 1998 - Present
Coopers & Lybrand April 1997 - June 1998
Strudwick Motorsports May 1997 - September 1997
The Adrenalin Agency April 1995 - February 1997
Canaska Racing Corporation February 1993 - March 1995
Canaska Racing June 1992 - December 1994
Doug Beatty Racing 1979 - 1992
Powell Motorsport High Performance Driving School May 1989 - December 1991
Spenard-David Racing School May 1991 - September 1991
Skills
Digital Marketing, Marketing Communications, Online Advertising, Marketing Strategy, Project Management, Brand Management, Corporate Communications, Digital Strategy, Online Marketing, Business Strategy, Social Media, Strategy, Thought Leadership, Social Media Marketing, Marketing, Sponsorship, Graphic Design, Web Design, Strategic Planning, Integrated Marketing, Brand Development, Email Marketing, Management, Photography, Advertising, Corporate Branding, Analytics, Strategic Communications, Content Management, Web Analytics, SEO, Internal Communications, Leadership, Public Relations, Marketing Management, Digital Media, Social Networking, Entrepreneurship, Content Strategy, Strategic Partnerships, Creative Direction
Education
University of Toronto 1994 — 1995
Computer Graphic Design
University of Guelph 1984 — 1987
Art History and Drama
PwC July 1998 - Present
Coopers & Lybrand April 1997 - June 1998
Strudwick Motorsports May 1997 - September 1997
The Adrenalin Agency April 1995 - February 1997
Canaska Racing Corporation February 1993 - March 1995
Canaska Racing June 1992 - December 1994
Doug Beatty Racing 1979 - 1992
Powell Motorsport High Performance Driving School May 1989 - December 1991
Spenard-David Racing School May 1991 - September 1991
Skills
Digital Marketing, Marketing Communications, Online Advertising, Marketing Strategy, Project Management, Brand Management, Corporate Communications, Digital Strategy, Online Marketing, Business Strategy, Social Media, Strategy, Thought Leadership, Social Media Marketing, Marketing, Sponsorship, Graphic Design, Web Design, Strategic Planning, Integrated Marketing, Brand Development, Email Marketing, Management, Photography, Advertising, Corporate Branding, Analytics, Strategic Communications, Content Management, Web Analytics, SEO, Internal Communications, Leadership, Public Relations, Marketing Management, Digital Media, Social Networking, Entrepreneurship, Content Strategy, Strategic Partnerships, Creative Direction
Education
University of Toronto 1994 — 1995
Computer Graphic Design
University of Guelph 1984 — 1987
Art History and Drama
John Muoio John Muoio's Coopers & Lybrand Experience April 1996 - June 1997
Job Consultant at RGP
Industry Information Technology and Services
Experience
RGP - Resources Global Professionals October 2013 - Present
Standard IT Corporation March 2011 - December 2014
Sharp Services Corporation September 2000 - March 2011
BSH Home Appliances April 1998 - September 2000
Thermador, Watkins Mfg. June 1997 - April 1998
Coopers & Lybrand April 1996 - June 1997
Health Net 1991 - 1996
Public Storage 1989 - 1991
Self Employed 1986 - 1989
Verac, Inc. 1983 - 1986
Skills
Change Management, Project Management, Process Improvement, Written & Oral..., Software Selection, Public Speaking, SAP, IT Management, ITIL, ERP Implementations, COBIT, Data Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Project, SharePoint, Fortran, JIRA, Presentations, Presentation Development, Health Insurance, Commercial Insurance, Property & Casualty..., Manufacturing, MS Project, Integration, Lombardi, IT Strategy, Program Management, Requirements Analysis, SDLC, Analysis, Training, Business Intelligence, Business Analysis, Business Process..., Software Project..., Testing, Business Process, Management, Quality Assurance, Consulting, ERP, Software Development, PMP, Information Technology, Enterprise Architecture, Executive Management, Software Documentation
Education
University of California, San Diego 1979 — 1983
BS, Systems Science, Optimization
Crespi Carmelite High School 1972 — 1976
College Prep, 9-12
RGP - Resources Global Professionals October 2013 - Present
Standard IT Corporation March 2011 - December 2014
Sharp Services Corporation September 2000 - March 2011
BSH Home Appliances April 1998 - September 2000
Thermador, Watkins Mfg. June 1997 - April 1998
Coopers & Lybrand April 1996 - June 1997
Health Net 1991 - 1996
Public Storage 1989 - 1991
Self Employed 1986 - 1989
Verac, Inc. 1983 - 1986
Skills
Change Management, Project Management, Process Improvement, Written & Oral..., Software Selection, Public Speaking, SAP, IT Management, ITIL, ERP Implementations, COBIT, Data Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Project, SharePoint, Fortran, JIRA, Presentations, Presentation Development, Health Insurance, Commercial Insurance, Property & Casualty..., Manufacturing, MS Project, Integration, Lombardi, IT Strategy, Program Management, Requirements Analysis, SDLC, Analysis, Training, Business Intelligence, Business Analysis, Business Process..., Software Project..., Testing, Business Process, Management, Quality Assurance, Consulting, ERP, Software Development, PMP, Information Technology, Enterprise Architecture, Executive Management, Software Documentation
Education
University of California, San Diego 1979 — 1983
BS, Systems Science, Optimization
Crespi Carmelite High School 1972 — 1976
College Prep, 9-12
David York David York's Coopers & Lybrand Experience July 1994 - January 1996
Job Human Capital/Talent Acquisition Leader
Industry Accounting
Experience
PwC October 2011 - Present
Pacific Dental Services August 2010 - October 2011
KPMG December 2006 - August 2010
BDO Seidman August 2005 - December 2006
PricewaterhouseCoopers November 2000 - August 2005
Ernst & Young April 2000 - November 2000
Robert Half Int'l/Management Solutions March 1996 - February 2000
Coopers & Lybrand July 1994 - January 1996
Skills
Talent Acquisition, Recruiting, Strategic Planning, Change Management, Employee Relations, Executive Search, Human Resources, Interviews, Management, Performance Management, Project Management, Sourcing, Succession Planning, Talent Management, Training, Applicant Tracking..., Leadership, Strategy, Hiring
Education
University of San Francisco 2003 — 2004
Masters
University of California, Los Angeles 1989 — 1994
BA
Ventura High School
PwC October 2011 - Present
Pacific Dental Services August 2010 - October 2011
KPMG December 2006 - August 2010
BDO Seidman August 2005 - December 2006
PricewaterhouseCoopers November 2000 - August 2005
Ernst & Young April 2000 - November 2000
Robert Half Int'l/Management Solutions March 1996 - February 2000
Coopers & Lybrand July 1994 - January 1996
Skills
Talent Acquisition, Recruiting, Strategic Planning, Change Management, Employee Relations, Executive Search, Human Resources, Interviews, Management, Performance Management, Project Management, Sourcing, Succession Planning, Talent Management, Training, Applicant Tracking..., Leadership, Strategy, Hiring
Education
University of San Francisco 2003 — 2004
Masters
University of California, Los Angeles 1989 — 1994
BA
Ventura High School
Bruce Berry Bruce Berry's Coopers & Lybrand Experience August 1990 - November 1991
Job Partner at Whalen & Company CPAs
Industry Accounting
Experience
Whalen & Company CPAs November 1993 - Present
Pritchett Dlusky & Saxe November 1991 - November 1993
Coopers & Lybrand August 1990 - November 1991
Skills
Accounting, Financial Statements, Financial Statement..., Business Tax Planning, QuickBooks, McDonald's..., McDonald's..., McDonald's..., Restaurant Consulting, Fast Food Franchisee..., Key Performance..., Dashboard Consulting, Personal Tax Planning, Succession Planning, Business Consulting, Income Tax Preparation, Management Consulting, Tax Preparation
Education
University of Dayton
Bachelor of Science (BS), Accounting
Whalen & Company CPAs November 1993 - Present
Pritchett Dlusky & Saxe November 1991 - November 1993
Coopers & Lybrand August 1990 - November 1991
Skills
Accounting, Financial Statements, Financial Statement..., Business Tax Planning, QuickBooks, McDonald's..., McDonald's..., McDonald's..., Restaurant Consulting, Fast Food Franchisee..., Key Performance..., Dashboard Consulting, Personal Tax Planning, Succession Planning, Business Consulting, Income Tax Preparation, Management Consulting, Tax Preparation
Education
University of Dayton
Bachelor of Science (BS), Accounting
Peter Begin Peter Begin's Coopers & Lybrand Experience September 1979 - February 1982
Job Owner, TAB / The Alternative Board
Industry Management Consulting
Experience
The Alternative Board, Greater Hartford September 2005 - Present
Lincoln Financial Group October 1999 - April 2005
Aetna Life & Casualty August 1990 - September 1999
Security Connecticut Life Insurance Company February 1982 - August 1990
Coopers & Lybrand September 1979 - February 1982
Skills
Performance Management, Succession Planning, Business Planning, Financial Management, Strategic Planning, Family Business, People Management, Talent Management, Coaching, Organizational..., Leadership Development, Budgeting, HR Strategy, Team Building, Compensation, Business Strategy, Organizational Design, Management, Small Business, Budgets, Financial Reporting, Entrepreneurship, Business Process..., Managerial Finance, Strategy, Leadership, Executive Coaching, Marketing Strategy, Training, Sales, Start-ups, Executive Management, New Business Development, Management Consulting, Project Planning, Business Development, Mergers & Acquisitions, Change Management, Analysis, Consulting, Process Improvement, Finance, Executive Development, Sales Management, Business Coaching, Performance Improvement, Organizational..., Exit Strategies, Strategic Consulting, Advisory Boards
Education
The University of Connecticut 1975 — 1979
BS, Accounting
The Alternative Board, Greater Hartford September 2005 - Present
Lincoln Financial Group October 1999 - April 2005
Aetna Life & Casualty August 1990 - September 1999
Security Connecticut Life Insurance Company February 1982 - August 1990
Coopers & Lybrand September 1979 - February 1982
Skills
Performance Management, Succession Planning, Business Planning, Financial Management, Strategic Planning, Family Business, People Management, Talent Management, Coaching, Organizational..., Leadership Development, Budgeting, HR Strategy, Team Building, Compensation, Business Strategy, Organizational Design, Management, Small Business, Budgets, Financial Reporting, Entrepreneurship, Business Process..., Managerial Finance, Strategy, Leadership, Executive Coaching, Marketing Strategy, Training, Sales, Start-ups, Executive Management, New Business Development, Management Consulting, Project Planning, Business Development, Mergers & Acquisitions, Change Management, Analysis, Consulting, Process Improvement, Finance, Executive Development, Sales Management, Business Coaching, Performance Improvement, Organizational..., Exit Strategies, Strategic Consulting, Advisory Boards
Education
The University of Connecticut 1975 — 1979
BS, Accounting
Richard (Rick) Yale Richard (Rick) Yale's Coopers & Lybrand Experience May 1979 - September 1984
Job VP Finance at Keller Foundations Inc
Industry Construction
Experience
Keller Foundations Inc September 1984 - Present
Coopers & Lybrand May 1979 - September 1984
Education
University of Delaware 1975 — 1979
BS, Accounting
Keller Foundations Inc September 1984 - Present
Coopers & Lybrand May 1979 - September 1984
Education
University of Delaware 1975 — 1979
BS, Accounting
Cara Martin's Coopers & Lybrand Experience December 1991 - September 1995
Job Director of Tax at The Decurion Corporation
Industry Financial Services
Experience
Nigro Karlin Segal Feldstein & Bolno April 2015 - Present
The Decurion Corporation July 2013 - April 2015
Global Health Force May 2013 - June 2013
Westfield November 2010 - March 2013
PricewaterhouseCoopers January 2006 - November 2010
Ernst & Young 1999 - December 2005
Deloitte 1997 - 1999
Ernst & Young 1995 - 1997
Coopers & Lybrand December 1991 - September 1995
Skills
Real Estate, Tax Research, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Tax Advisory, REIT, Sarbanes-Oxley Act, IFRS, Due Diligence, Financial Reporting, SEC filings, Big 4, GAAP, CPA, SEC Filings, Accounting
Education
University of California, Santa Barbara 1988 — 1991
Bachelor of Science (BS), Business Economics/Accounting
Nigro Karlin Segal Feldstein & Bolno April 2015 - Present
The Decurion Corporation July 2013 - April 2015
Global Health Force May 2013 - June 2013
Westfield November 2010 - March 2013
PricewaterhouseCoopers January 2006 - November 2010
Ernst & Young 1999 - December 2005
Deloitte 1997 - 1999
Ernst & Young 1995 - 1997
Coopers & Lybrand December 1991 - September 1995
Skills
Real Estate, Tax Research, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Tax Advisory, REIT, Sarbanes-Oxley Act, IFRS, Due Diligence, Financial Reporting, SEC filings, Big 4, GAAP, CPA, SEC Filings, Accounting
Education
University of California, Santa Barbara 1988 — 1991
Bachelor of Science (BS), Business Economics/Accounting
Joe St. Denis Joe St. Denis's Coopers & Lybrand Experience August 1991 - July 1996
Job Sr. Director, National FAS Practice Leader, Riveron Consulting
Industry Accounting
Experience
Riveron Consulting March 2014 - Present
The George Washington University August 2013 - Present
Baseline Insights May 2012 - Present
Public Company Accounting Oversight Board November 2007 - May 2012
American International Group Financial Services June 2006 - October 2007
Fitch Ratings, One State Street Plaza January 2004 - December 2004
United States Securities and Exchange Commission December 1998 - January 2004
Superconducting Core Technologies July 1996 - December 1998
Coopers & Lybrand August 1991 - July 1996
Skills
Financial Reporting, IFRS, Financial Risk, SEC filings, Analysis, Auditing, GAAP, Risk Assessment, US GAAP, Business Intelligence, IPO, Investments, Private Equity, Accounting, Due Diligence, Program Management, Internal Audit, Internal Controls, Strategy, Financial Services, Corporate Finance, Portfolio Management, Financial Analysis, Management Consulting, Risk Management, Management, Valuation, Sarbanes-Oxley Act, Enterprise Risk..., Financial Accounting, Finance, Financial Modeling, Financial Statements, Executive Management, Forensic Accounting, SEC Filings
Education
University of Colorado at Boulder 1989 — 1991
MBA, Accounting
University of Colorado at Boulder 1984 — 1988
BA, History
Riveron Consulting March 2014 - Present
The George Washington University August 2013 - Present
Baseline Insights May 2012 - Present
Public Company Accounting Oversight Board November 2007 - May 2012
American International Group Financial Services June 2006 - October 2007
Fitch Ratings, One State Street Plaza January 2004 - December 2004
United States Securities and Exchange Commission December 1998 - January 2004
Superconducting Core Technologies July 1996 - December 1998
Coopers & Lybrand August 1991 - July 1996
Skills
Financial Reporting, IFRS, Financial Risk, SEC filings, Analysis, Auditing, GAAP, Risk Assessment, US GAAP, Business Intelligence, IPO, Investments, Private Equity, Accounting, Due Diligence, Program Management, Internal Audit, Internal Controls, Strategy, Financial Services, Corporate Finance, Portfolio Management, Financial Analysis, Management Consulting, Risk Management, Management, Valuation, Sarbanes-Oxley Act, Enterprise Risk..., Financial Accounting, Finance, Financial Modeling, Financial Statements, Executive Management, Forensic Accounting, SEC Filings
Education
University of Colorado at Boulder 1989 — 1991
MBA, Accounting
University of Colorado at Boulder 1984 — 1988
BA, History
Cindy Adair, CPA Cindy Adair, CPA's Coopers & Lybrand Experience July 1984 - December 1988
Job President at Cindy Adair PA
Industry Accounting
Experience
Cindy Adair PA April 1997 - Present
Palm Beach County School District July 1998 - September 2011
Haas Diaz September 1995 - April 1997
Price Waterhouse August 1993 - September 1994
Coopers & Lybrand July 1984 - December 1988
Skills
Tax Preparation, Management Consulting, Mergers, Non-profits, Accounting, Strategic Planning, Real Estate, Accounting for Building..., Nonprofits, Auditing, Budgets, Analysis, CPA, Financial Statements
Education
University of Florida - Warrington College Of Business 1991 — 1993
Masters of Accounting, Taxation
Florida Atlantic University 1981 — 1983
Batchelor of Business Administration, Accounting
Cindy Adair PA April 1997 - Present
Palm Beach County School District July 1998 - September 2011
Haas Diaz September 1995 - April 1997
Price Waterhouse August 1993 - September 1994
Coopers & Lybrand July 1984 - December 1988
Skills
Tax Preparation, Management Consulting, Mergers, Non-profits, Accounting, Strategic Planning, Real Estate, Accounting for Building..., Nonprofits, Auditing, Budgets, Analysis, CPA, Financial Statements
Education
University of Florida - Warrington College Of Business 1991 — 1993
Masters of Accounting, Taxation
Florida Atlantic University 1981 — 1983
Batchelor of Business Administration, Accounting
Jim Moye Jim Moye's Coopers & Lybrand Experience 1980 - 1981
Job Chief Deputy Comptroller at Orange County Comptroller
Industry Government Administration
Experience
Orange County Comptroller ComptrollerEscambia County, FL1995 - 1995
Coopers & Lybrand 1980 - 1981
State of Florida Auditor General September 1973 - October 1980
Education
University of Central Florida 1980 — 1985
MBA
University of Florida 1970 — 1973
BSBA, Accounting
Orange County Comptroller ComptrollerEscambia County, FL1995 - 1995
Coopers & Lybrand 1980 - 1981
State of Florida Auditor General September 1973 - October 1980
Education
University of Central Florida 1980 — 1985
MBA
University of Florida 1970 — 1973
BSBA, Accounting
Douglas Marino Douglas Marino's Coopers & Lybrand Experience July 1992 - September 1994
Job COO Single Family Office
Industry Financial Services
Experience
Harbinger Capital Partners April 2015 - June 2015
Geller & Company June 2004 - March 2015
Independent SAP Financial Consulting April 2002 - June 2004
Aventis Pharmaceuticals October 2000 - March 2002
KPMG Consulting March 1998 - September 2000
Bristol-Myers Squibb, Princeton, New Jersey March 1996 - March 1998
Bristol-Myers Squibb, Princeton, New Jersey October 1994 - March 1996
Coopers & Lybrand July 1992 - September 1994
Skills
Accounting, QuickBooks, Management Consulting, Business Intelligence, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Management, US GAAP, Corporate Finance, Family Office, Microsoft Dynamics, Internal Audit, SAP, Finance
Education
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Finance
Harbinger Capital Partners April 2015 - June 2015
Geller & Company June 2004 - March 2015
Independent SAP Financial Consulting April 2002 - June 2004
Aventis Pharmaceuticals October 2000 - March 2002
KPMG Consulting March 1998 - September 2000
Bristol-Myers Squibb, Princeton, New Jersey March 1996 - March 1998
Bristol-Myers Squibb, Princeton, New Jersey October 1994 - March 1996
Coopers & Lybrand July 1992 - September 1994
Skills
Accounting, QuickBooks, Management Consulting, Business Intelligence, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Management, US GAAP, Corporate Finance, Family Office, Microsoft Dynamics, Internal Audit, SAP, Finance
Education
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Finance
Samuel Aryee Samuel Aryee's Coopers & Lybrand Experience January 1995 - January 1996
Job Senior Accountant at The Salvation Army
Industry Research
Experience
National Osteoporosis Foundation September 2014 - Present
Accounting Principals 2012 - 2013
Accounting Principals 2012 - 2013
CSIR April 2007 - July 2011
2008- 2011 Council April 2007 - July 2011
HMS Host January 2007 - December 2007
2004 - 2007 Edison May 2004 - January 2007
Phoenix Investment Partners January 1996 - January 2004
Coopers & Lybrand January 1995 - January 1996
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Analysis, Human Resources, Account Reconciliation, Financial Statements, PeopleSoft
Education
Central Connecticut State University CT
BS, Accounting
University of Hartford
MBA
National Osteoporosis Foundation September 2014 - Present
Accounting Principals 2012 - 2013
Accounting Principals 2012 - 2013
CSIR April 2007 - July 2011
2008- 2011 Council April 2007 - July 2011
HMS Host January 2007 - December 2007
2004 - 2007 Edison May 2004 - January 2007
Phoenix Investment Partners January 1996 - January 2004
Coopers & Lybrand January 1995 - January 1996
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Analysis, Human Resources, Account Reconciliation, Financial Statements, PeopleSoft
Education
Central Connecticut State University CT
BS, Accounting
University of Hartford
MBA
Rob Toews Rob Toews's Coopers & Lybrand Experience January 1989 - January 1990
Job Structured Finance/Investment Banker and Entrepreneur
Industry Investment Banking
Experience
Alden Torch Financial President & Chief Financial OfficerGreenhouse Gourmet Foods, LPMarch 2005 - April 2012
BC Vegetable Greenhouse I, LP June 1996 - April 2012
Wells Fargo Bank, Community Lending & Investment August 2011 - December 2011
First Interstate Bank Wells Fargo Bank, Capital Markets September 1993 - June 1996
Primera Foods Inc. January 1990 - June 1993
Coopers & Lybrand January 1989 - January 1990
Hanifen, Imhoff, Inc. April 1988 - November 1988
Skills
Investment Banking, Capital Markets, Corporate Development, Financial Modeling, Business Strategy, Corporate Finance, Start-ups, Entrepreneurship, Due Diligence, Private Equity
Education
University of Denver 1983 — 1987
Honors, Bachelor of Science in Business Administration, Finance and Marketing, 3.90 GPA
Alden Torch Financial President & Chief Financial OfficerGreenhouse Gourmet Foods, LPMarch 2005 - April 2012
BC Vegetable Greenhouse I, LP June 1996 - April 2012
Wells Fargo Bank, Community Lending & Investment August 2011 - December 2011
First Interstate Bank Wells Fargo Bank, Capital Markets September 1993 - June 1996
Primera Foods Inc. January 1990 - June 1993
Coopers & Lybrand January 1989 - January 1990
Hanifen, Imhoff, Inc. April 1988 - November 1988
Skills
Investment Banking, Capital Markets, Corporate Development, Financial Modeling, Business Strategy, Corporate Finance, Start-ups, Entrepreneurship, Due Diligence, Private Equity
Education
University of Denver 1983 — 1987
Honors, Bachelor of Science in Business Administration, Finance and Marketing, 3.90 GPA
Debra Pooley, CPCU, CPA Debra Pooley, CPCU, CPA's Coopers & Lybrand Experience 1989 - 1993
Job Regional Vice President at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2012 - Present
Liberty Mutual Insurance September 2007 - October 2012
Liberty Mutual Insurance July 2002 - September 2007
Liberty Mutual Insurance December 1995 - July 2002
Compass Retail July 1993 - August 1995
Coopers & Lybrand 1989 - 1993
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
Liberty Mutual Insurance October 2012 - Present
Liberty Mutual Insurance September 2007 - October 2012
Liberty Mutual Insurance July 2002 - September 2007
Liberty Mutual Insurance December 1995 - July 2002
Compass Retail July 1993 - August 1995
Coopers & Lybrand 1989 - 1993
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
Blair Diaz Blair Diaz's Coopers & Lybrand Experience 1993 - 1996
Job Owner, Blair C. Diaz, CPA, PC
Industry Accounting
Experience
Blair C. Diaz, CPA, PC January 2004 - Present
Coopers & Lybrand 1993 - 1996
Skills
Tax Preparation, Small Business, Accounting, Tax, Non-profits, Bookkeeping, Audit, Income Tax, Payroll, Quickbooks, Budgeting, Auditing, Excel, Preparation, QuickBooks, Budgets, Nonprofits, Microsoft Excel, Financial Statements, Accountants, CPA, Partnership Taxation, Financial Reporting, Financial Accounting, Corporate Tax, S Corporations, Tax Returns, GAAP, Tax Accounting, US GAAP, Accounts Payable, General Ledger, Internal Controls, Assurance, Accounts Receivable, Fixed Assets, Business Valuation, Cost Accounting, Cash Flow
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Accounting, French
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Blair C. Diaz, CPA, PC January 2004 - Present
Coopers & Lybrand 1993 - 1996
Skills
Tax Preparation, Small Business, Accounting, Tax, Non-profits, Bookkeeping, Audit, Income Tax, Payroll, Quickbooks, Budgeting, Auditing, Excel, Preparation, QuickBooks, Budgets, Nonprofits, Microsoft Excel, Financial Statements, Accountants, CPA, Partnership Taxation, Financial Reporting, Financial Accounting, Corporate Tax, S Corporations, Tax Returns, GAAP, Tax Accounting, US GAAP, Accounts Payable, General Ledger, Internal Controls, Assurance, Accounts Receivable, Fixed Assets, Business Valuation, Cost Accounting, Cash Flow
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Accounting, French
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Tim Whitson's Coopers & Lybrand Experience 1997 - 1999
Job Audit Partner at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 1993 - Present
PricewaterhouseCoopers 2004 - 2005
Coopers & Lybrand 1997 - 1999
Education
University of Georgia - Terry College of Business 1991 — 1993
Masters, Accounting
St. Andrews College 1987 — 1991
Business, Economics
PricewaterhouseCoopers August 1993 - Present
PricewaterhouseCoopers 2004 - 2005
Coopers & Lybrand 1997 - 1999
Education
University of Georgia - Terry College of Business 1991 — 1993
Masters, Accounting
St. Andrews College 1987 — 1991
Business, Economics
Anne Lampert Anne Lampert's Coopers & Lybrand Experience 1981 - 1984
Job Topflight B2B writer Extensive experience with professional services and IT
Industry Marketing and Advertising
Experience
On the Same Page April 2008 - Present
ABL Communications LLC December 2003 - Present
Ernst & Young January 2003 - November 2003
Deloitte & Touche LLP 1996 - 2001
Makovsky & Company, public relations April 1984 - December 1995
Coopers & Lybrand 1981 - 1984
Skills
Newsletters, Internal Communications, Marketing Communications, Public Relations, Management Consulting, Leadership, Strategy, Financial Services, Corporate Communications, Writing, Editing, Online Marketing, Internal & External..., Business Development, Marketing, Business Writing, Web Content, Strategic Communications, Crisis Communications, Communications Planning, Copywriting, Message Development, Integrated Marketing
Education
University of Florida 1967 — 1972
On the Same Page April 2008 - Present
ABL Communications LLC December 2003 - Present
Ernst & Young January 2003 - November 2003
Deloitte & Touche LLP 1996 - 2001
Makovsky & Company, public relations April 1984 - December 1995
Coopers & Lybrand 1981 - 1984
Skills
Newsletters, Internal Communications, Marketing Communications, Public Relations, Management Consulting, Leadership, Strategy, Financial Services, Corporate Communications, Writing, Editing, Online Marketing, Internal & External..., Business Development, Marketing, Business Writing, Web Content, Strategic Communications, Crisis Communications, Communications Planning, Copywriting, Message Development, Integrated Marketing
Education
University of Florida 1967 — 1972
Timothy McCabe Timothy McCabe's Coopers & Lybrand Experience January 1985 - January 1988
Job IT Audit & Compliance Manager at XL Catlin
Industry Information Technology and Services
Experience
XL Catlin September 2010 - Present
Aetna Life & Casualty January 1999 - 2010
Aetna Life & Casualty January 1995 - January 1999
SHAWMUT NATIONAL CORPORATION January 1992 - January 1995
SOCIETY FOR SAVINGS January 1988 - January 1992
Coopers & Lybrand January 1985 - January 1988
Dun & Bradstreet 1985 - 1986
Skills
ITIL, Availability, Configuration Management, Audit, SOX, Risk Assessment, IT Governance, Internal Audit, IT Service Management, Process Improvement, Program Management, Change Management, Compliance, Security, Data Center, Governance, Information Technology, Auditing, Management, Project Management, Business Continuity, Business Process...
Education
University of Connecticut
B.S, Business Administration; Management Information Systems
XL Catlin September 2010 - Present
Aetna Life & Casualty January 1999 - 2010
Aetna Life & Casualty January 1995 - January 1999
SHAWMUT NATIONAL CORPORATION January 1992 - January 1995
SOCIETY FOR SAVINGS January 1988 - January 1992
Coopers & Lybrand January 1985 - January 1988
Dun & Bradstreet 1985 - 1986
Skills
ITIL, Availability, Configuration Management, Audit, SOX, Risk Assessment, IT Governance, Internal Audit, IT Service Management, Process Improvement, Program Management, Change Management, Compliance, Security, Data Center, Governance, Information Technology, Auditing, Management, Project Management, Business Continuity, Business Process...
Education
University of Connecticut
B.S, Business Administration; Management Information Systems
Paul H. Schaefer II Paul H. Schaefer II's Coopers & Lybrand Experience 1996 - 1999
Job President at Sage Homes LLC
Industry Construction
Experience
Sage Homes LLC January 2015 - Present
Sage Homes, Inc October 2003 - Present
Burnt Store Meadows POA 2008 - 2013
Charlotte Desoto Building Industry Association December 2010 - December 2011
Schaefer Homes, LLC January 2001 - January 2011
Charlotte Desoto Building Industry Association December 2009 - December 2010
Charlotte Desoto Building Industry Association December 2008 - December 2009
Landstar Homes 1999 - 2000
pricewaterhousecoopers 1996 - 1999
coopers & lybrand 1996 - 1999
Skills
Certified Aging In..., Certified Green..., Green, Home, Construction, Strategic Planning, Sustainability, Aging in Place, Contract Negotiation, Green Building, Real Estate, Builders, Construction Management, Contractors, Residential Homes, Certified Green..., CGP, LEED, Energy, Renovation
Education
University of Florida 1989 — 1995
Masters, Accounting
University of Florida - Warrington College Of Business 1989 — 1995
Letter of Equivalency (Bachelors), FInance
Sage Homes LLC January 2015 - Present
Sage Homes, Inc October 2003 - Present
Burnt Store Meadows POA 2008 - 2013
Charlotte Desoto Building Industry Association December 2010 - December 2011
Schaefer Homes, LLC January 2001 - January 2011
Charlotte Desoto Building Industry Association December 2009 - December 2010
Charlotte Desoto Building Industry Association December 2008 - December 2009
Landstar Homes 1999 - 2000
pricewaterhousecoopers 1996 - 1999
coopers & lybrand 1996 - 1999
Skills
Certified Aging In..., Certified Green..., Green, Home, Construction, Strategic Planning, Sustainability, Aging in Place, Contract Negotiation, Green Building, Real Estate, Builders, Construction Management, Contractors, Residential Homes, Certified Green..., CGP, LEED, Energy, Renovation
Education
University of Florida 1989 — 1995
Masters, Accounting
University of Florida - Warrington College Of Business 1989 — 1995
Letter of Equivalency (Bachelors), FInance
V. Chase Mccrea III, CPA's Coopers & Lybrand Experience 1991 - 1997
Job Chief Financial Officer at CornerWorld Corporation
Industry Accounting
Experience
Home Solutions of America, Inc. 2007 - 2009
Penson Worldwide 2006 - 2007
Celanese 2005 - 2006
Digital Generation Systems 2003 - 2005
Texas Independent Energy 2002 - 2003
Ionex Telecommunications, Inc. (Ionex) 1999 - 2003
Ernst & Young 1997 - 1999
Coopers & Lybrand 1991 - 1997
Skills
Mergers & Acquisitions, Financial Analysis, Internal Controls, Auditing, General Ledger, Accounting, Forecasting, Finance, Financial Reporting, Corporate Finance, Microsoft Excel, SEC filings, Sarbanes-Oxley Act, Consolidation, Due Diligence, Leadership, Variance Analysis, SEC Filings
Education
University of Southern California 1986 — 1991
BS
University of Cambridge 1989 — 1989
Jesuit
Home Solutions of America, Inc. 2007 - 2009
Penson Worldwide 2006 - 2007
Celanese 2005 - 2006
Digital Generation Systems 2003 - 2005
Texas Independent Energy 2002 - 2003
Ionex Telecommunications, Inc. (Ionex) 1999 - 2003
Ernst & Young 1997 - 1999
Coopers & Lybrand 1991 - 1997
Skills
Mergers & Acquisitions, Financial Analysis, Internal Controls, Auditing, General Ledger, Accounting, Forecasting, Finance, Financial Reporting, Corporate Finance, Microsoft Excel, SEC filings, Sarbanes-Oxley Act, Consolidation, Due Diligence, Leadership, Variance Analysis, SEC Filings
Education
University of Southern California 1986 — 1991
BS
University of Cambridge 1989 — 1989
Jesuit
Adam Berman Adam Berman's Coopers & Lybrand Experience May 1991 - June 1992
Job President at CatalystMR
Industry Market Research
Experience
CatalystMR November 2008 - Present
CfMC Research Software April 2000 - November 2008
CfMC Research Software April 2000 - November 2008
CfMC Research Software May 1997 - April 2000
Zanskar Imports June 1992 - August 1997
Coopers & Lybrand May 1991 - June 1992
Wells Fargo June 1990 - May 1991
Skills
Data Collection, P&L Responsibility, Marketing Research, Business Development, Sales, Leadership, Management, Product Development, Budgets, Negotiation, Strategy, Strategic Alliances, Business Services, Consensus Building, Focus Groups, Market Research, Product Management, Quantitative Research, Advertising Research, Segmentation, Project Management, Customer Insight, Survey Design, Primary Research, Analysis, Online Research, Competitive Intelligence, Product Marketing, Consumer Behaviour, New Business Development, Data Analysis, Analytics, B2B, Market Intelligence, Market Analysis, Marketing, Survey Research, Business Insights, Positioning, Brand Equity, Questionnaire Design, Sales Operations, Customer Satisfaction, Brand Loyalty, Consumer Insight, Quantitative Analytics, Mobile Devices, Competitive Analysis
Education
University of Colorado, Boulder 1986 — 1990
Bachelors of Science, Finance
City University of London 1988 — 1989
CatalystMR November 2008 - Present
CfMC Research Software April 2000 - November 2008
CfMC Research Software April 2000 - November 2008
CfMC Research Software May 1997 - April 2000
Zanskar Imports June 1992 - August 1997
Coopers & Lybrand May 1991 - June 1992
Wells Fargo June 1990 - May 1991
Skills
Data Collection, P&L Responsibility, Marketing Research, Business Development, Sales, Leadership, Management, Product Development, Budgets, Negotiation, Strategy, Strategic Alliances, Business Services, Consensus Building, Focus Groups, Market Research, Product Management, Quantitative Research, Advertising Research, Segmentation, Project Management, Customer Insight, Survey Design, Primary Research, Analysis, Online Research, Competitive Intelligence, Product Marketing, Consumer Behaviour, New Business Development, Data Analysis, Analytics, B2B, Market Intelligence, Market Analysis, Marketing, Survey Research, Business Insights, Positioning, Brand Equity, Questionnaire Design, Sales Operations, Customer Satisfaction, Brand Loyalty, Consumer Insight, Quantitative Analytics, Mobile Devices, Competitive Analysis
Education
University of Colorado, Boulder 1986 — 1990
Bachelors of Science, Finance
City University of London 1988 — 1989
Janet Neidhard Janet Neidhard's Coopers & Lybrand Experience September 1980 - March 1984
Job CFO and Vice President of Administration at The Children's Home of Cincinnati
Industry Financial Services
Experience
The Children's Home of Cincinnati April 2015 - Present
Mackey Advisors April 2014 - April 2015
Insight CFO April 2010 - April 2014
Interbrand Design Forum April 2012 - January 2014
FirstGroup America August 2008 - August 2009
Landor Associates September 1999 - May 2008
North Star Navigators January 1996 - September 1999
Cincinnati Bell Inc. April 1984 - December 1995
Coopers & Lybrand September 1980 - March 1984
Skills
Budgets, Planning and forecasting, Executive Financial..., Accounting, Internal Controls, Financial Reporting, Cash Management, Mergers & Acquisitions, Analysis, Leadership, Sarbanes-Oxley Act, Strategy, Project Planning, Team Building, Finance, Process Improvement, Banking, Internal Audit, Corporate Finance
Education
University of Cincinnati College of Business 1977 — 1981
BBA, Accounting
Ursuline Academy
The Children's Home of Cincinnati April 2015 - Present
Mackey Advisors April 2014 - April 2015
Insight CFO April 2010 - April 2014
Interbrand Design Forum April 2012 - January 2014
FirstGroup America August 2008 - August 2009
Landor Associates September 1999 - May 2008
North Star Navigators January 1996 - September 1999
Cincinnati Bell Inc. April 1984 - December 1995
Coopers & Lybrand September 1980 - March 1984
Skills
Budgets, Planning and forecasting, Executive Financial..., Accounting, Internal Controls, Financial Reporting, Cash Management, Mergers & Acquisitions, Analysis, Leadership, Sarbanes-Oxley Act, Strategy, Project Planning, Team Building, Finance, Process Improvement, Banking, Internal Audit, Corporate Finance
Education
University of Cincinnati College of Business 1977 — 1981
BBA, Accounting
Ursuline Academy
Virginia Bond Patchen Virginia Bond Patchen's Coopers & Lybrand Experience 1989 - 1989
Job Realtor® with Real Living Brokers Realty, Owner of Walls En Vogue by Ginny and Granicrete Concrete Countertop Installer
Industry Design
Experience
Real Living Brokers Realty Group May 2013 - Present
Walls En Vogue by Ginny, LLC March 2007 - Present
Certified Installer of Granicrete International concrete countertops March 2009 - Present
D'Amico Patchen Surgery, Inc. June 1994 - 2005
Ketchum Advertising 1993 - 1994
Buchanan Ingersoll 1989 - 1993
Coopers & Lybrand 1989 - 1989
Della Femina McNamee, WCRS 1988 - 1988
Skills
Interior Design, Paint, Cabinetry, Furniture, Flooring, Tiles, Faux Finish, Faux Bois, Faux Marble, Concrete Countertops, Faux, Countertops, Painting, Art, Finish, Window Treatments, Drawing, Custom Furniture, Restoration, Walls, Furnishings, Space planning, Interior Architecture, Residential Homes, Home Staging, Wood, Renovation, Woodworking, Concrete, House, Bathrooms, Green Building, Carpentry, Drywall, Marble, Real Estate, Space Planning
Education
Hondros College
Decorative Art and Decorative Concrete Education 2005 — 2011
Certified Installer Granicrete International, Decorative Techniques for doors, walls, ceilings, floors, trim, countertops and furniture
University of Pittsburgh 1991 — 1992
Business Management
University of Dayton 1982 — 1983
Music Therapy
Regional Personnel Center
Administrative Assistant Secretarial Studies
Real Living Brokers Realty Group May 2013 - Present
Walls En Vogue by Ginny, LLC March 2007 - Present
Certified Installer of Granicrete International concrete countertops March 2009 - Present
D'Amico Patchen Surgery, Inc. June 1994 - 2005
Ketchum Advertising 1993 - 1994
Buchanan Ingersoll 1989 - 1993
Coopers & Lybrand 1989 - 1989
Della Femina McNamee, WCRS 1988 - 1988
Skills
Interior Design, Paint, Cabinetry, Furniture, Flooring, Tiles, Faux Finish, Faux Bois, Faux Marble, Concrete Countertops, Faux, Countertops, Painting, Art, Finish, Window Treatments, Drawing, Custom Furniture, Restoration, Walls, Furnishings, Space planning, Interior Architecture, Residential Homes, Home Staging, Wood, Renovation, Woodworking, Concrete, House, Bathrooms, Green Building, Carpentry, Drywall, Marble, Real Estate, Space Planning
Education
Hondros College
Decorative Art and Decorative Concrete Education 2005 — 2011
Certified Installer Granicrete International, Decorative Techniques for doors, walls, ceilings, floors, trim, countertops and furniture
University of Pittsburgh 1991 — 1992
Business Management
University of Dayton 1982 — 1983
Music Therapy
Regional Personnel Center
Administrative Assistant Secretarial Studies
Bob Shafer Bob Shafer's Coopers & Lybrand Experience 1991 - 1992
Job Senior Manager, Corporate Alliances
Industry Marketing and Advertising
Experience
The Walt Disney Company 2005 - Present
Walt Disney World 2003 - 2005
Walt Disney World 2000 - 2003
State Farm Insurance 1996 - 2000
State Farm Insurance 1993 - 1996
Bob Shafer, CPA 1992 - 1994
State of Florida 1992 - 1993
Coopers & Lybrand 1991 - 1992
Skills
Corporate Sponsorships, Business Alliances, Alliance Development, Sponsorship, Sponsorship Management, Organizational..., Management Consulting, Corporate Communications, Marketing Communications, Training &..., Accounting, Contract Negotiation, Sponsorship Negotiations, Sponsorship Development, Insurance Claims, Property & Casualty..., Change Management, Strategic Partnerships, Marketing Strategy, Business Strategy, Training, Marketing, Product Management, Human Resources, Management, Strategic Planning
Education
University of Central Florida
MBA, Finance/Accounting
University of Central Florida - College of Business Administration
BSBA, Accounting
The Walt Disney Company 2005 - Present
Walt Disney World 2003 - 2005
Walt Disney World 2000 - 2003
State Farm Insurance 1996 - 2000
State Farm Insurance 1993 - 1996
Bob Shafer, CPA 1992 - 1994
State of Florida 1992 - 1993
Coopers & Lybrand 1991 - 1992
Skills
Corporate Sponsorships, Business Alliances, Alliance Development, Sponsorship, Sponsorship Management, Organizational..., Management Consulting, Corporate Communications, Marketing Communications, Training &..., Accounting, Contract Negotiation, Sponsorship Negotiations, Sponsorship Development, Insurance Claims, Property & Casualty..., Change Management, Strategic Partnerships, Marketing Strategy, Business Strategy, Training, Marketing, Product Management, Human Resources, Management, Strategic Planning
Education
University of Central Florida
MBA, Finance/Accounting
University of Central Florida - College of Business Administration
BSBA, Accounting
Bryan Teets Bryan Teets's Coopers & Lybrand Experience 1990 - 1995
Job Vice President Internal Audit and Compliance
Industry Oil & Energy
Experience
MarkWest March 2007 - Present
Colorado CASA (Court Apointed Special Advocates) May 2010 - Present
First Data Corporation 1995 - 2007
Western Union 2003 - 2004
Coopers & Lybrand 1990 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, Internal Audit, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, US GAAP, SAS70, IT Audit, Financial Analysis, CPA, Mergers & Acquisitions, External Audit, Financial Accounting, Financial Audits, GAAP, Accounting, Variance Analysis, Managerial Finance, Financial Risk, Due Diligence, Cost Accounting
Education
University of Denver 1986 — 1990
Bachelor Of Science, Accounting
MarkWest March 2007 - Present
Colorado CASA (Court Apointed Special Advocates) May 2010 - Present
First Data Corporation 1995 - 2007
Western Union 2003 - 2004
Coopers & Lybrand 1990 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, Internal Audit, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley, US GAAP, SAS70, IT Audit, Financial Analysis, CPA, Mergers & Acquisitions, External Audit, Financial Accounting, Financial Audits, GAAP, Accounting, Variance Analysis, Managerial Finance, Financial Risk, Due Diligence, Cost Accounting
Education
University of Denver 1986 — 1990
Bachelor Of Science, Accounting
Melanie McCaffery Melanie McCaffery's Coopers & Lybrand Experience 1978 - 1995
Job President at McCaffery & Associates
Industry Financial Services
Experience
McCaffery & Associates 1995 - Present
Coopers & Lybrand 1978 - 1995
Education
University of Southern California 1976 — 1978
MBA, Accounting
University of California, Los Angeles 1971 — 1975
BA, Political Science
McCaffery & Associates 1995 - Present
Coopers & Lybrand 1978 - 1995
Education
University of Southern California 1976 — 1978
MBA, Accounting
University of California, Los Angeles 1971 — 1975
BA, Political Science
Ann Howley Ann Howley's Coopers & Lybrand Experience 1979 - 1985
Job Photographer and Graphic Designer
Industry Graphic Design
Experience
Ann Howley Photography & Design 2004 - Present
El Encanto Healthcare and Habilitation 1991 - 2011
Ann Heidenreich Howley, CPA 1987 - 2004
Coopers & Lybrand 1979 - 1985
Skills
Nature, Travel &..., Web Design, Wildlife Photography, Photography, Graphic Design, Photoshop, Illustrator, Fine Art, InDesign, Image Editing, Digital Photography, Adobe Creative Suite, Social Networking, Graphics, Logo Design, Dreamweaver, Image Manipulation, Layout, Creative Direction, Corporate Identity, Art Direction, Typography, Branding & Identity, Brand Development, Packaging, Brochures, Illustration
Education
UCLA Extension 2010 — 2015
Certificate Program, Design Communication Arts, Advanced Web Design
University of California, Santa Barbara 1975 — 1979
BA, Business Economics
Ann Howley Photography & Design 2004 - Present
El Encanto Healthcare and Habilitation 1991 - 2011
Ann Heidenreich Howley, CPA 1987 - 2004
Coopers & Lybrand 1979 - 1985
Skills
Nature, Travel &..., Web Design, Wildlife Photography, Photography, Graphic Design, Photoshop, Illustrator, Fine Art, InDesign, Image Editing, Digital Photography, Adobe Creative Suite, Social Networking, Graphics, Logo Design, Dreamweaver, Image Manipulation, Layout, Creative Direction, Corporate Identity, Art Direction, Typography, Branding & Identity, Brand Development, Packaging, Brochures, Illustration
Education
UCLA Extension 2010 — 2015
Certificate Program, Design Communication Arts, Advanced Web Design
University of California, Santa Barbara 1975 — 1979
BA, Business Economics
Kristeen Witt Kristeen Witt's Coopers & Lybrand Experience 1993 - 1997
Job Legislation Counsel at Joint Committee on Taxation
Industry Government Administration
Experience
Joint Committee on Taxation July 2008 - Present
Zimmer Holdings, Inc. October 2001 - October 2004
Yum! Brands January 1998 - September 2001
Coopers & Lybrand 1993 - 1997
Skills
International Tax, Tax Law, Tax, Corporate Tax
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
LLM, Law, Tax
Joint Committee on Taxation July 2008 - Present
Zimmer Holdings, Inc. October 2001 - October 2004
Yum! Brands January 1998 - September 2001
Coopers & Lybrand 1993 - 1997
Skills
International Tax, Tax Law, Tax, Corporate Tax
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
LLM, Law, Tax
Mary Ann Gadbois Mary Ann Gadbois's Coopers & Lybrand Experience 1983 - 1986
Job Director, Fiscal Services at Shriners Hospitals for Children
Industry Hospital & Health Care
Experience
Shriners Hospitals for Children--Cincinnati January 2011 - Present
The Christ Hospital Surgery Center (formerly Redbank Surgery Center) 2006 - 2010
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 2002 - 2006
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 1996 - 2001
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 1986 - 1989
Jewish Hospital Kenwood (formerly Epp Memorial Hospital) 1986 - 1989
Coopers & Lybrand 1983 - 1986
Skills
Financial Analysis, Risk Management, Change Management, Operations Management, Cross-functional Team..., Revenue Cycle Leadership, Process Improvement, Due Diligence, Budget Oversight &..., Financial Controls, Financial Modeling, Benchmarking, Strategic Financial..., Corporate Administration, Profit & Loss Management, Margin Enhancement, Operating Leadership, Regulatory Standards, Continuous Improvement, Revenue Cycle, Leadership, Healthcare, Internal Controls, Income Statement, Corporate Governance, Hospitals, Accounting, Finance, P&L, Strategic Planning, Auditing, P&L Management
Education
University of Cincinnati College of Business 1994 — 1997
MBA, General Studies
University of Cincinnati 1979 — 1983
BBA, Accounting, Management
Blanchester High School
Diploma, College Preparatory
Shriners Hospitals for Children--Cincinnati January 2011 - Present
The Christ Hospital Surgery Center (formerly Redbank Surgery Center) 2006 - 2010
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 2002 - 2006
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 1996 - 2001
Jewish Hospital (Member, The Health Alliance of Greater Cincinnati) 1986 - 1989
Jewish Hospital Kenwood (formerly Epp Memorial Hospital) 1986 - 1989
Coopers & Lybrand 1983 - 1986
Skills
Financial Analysis, Risk Management, Change Management, Operations Management, Cross-functional Team..., Revenue Cycle Leadership, Process Improvement, Due Diligence, Budget Oversight &..., Financial Controls, Financial Modeling, Benchmarking, Strategic Financial..., Corporate Administration, Profit & Loss Management, Margin Enhancement, Operating Leadership, Regulatory Standards, Continuous Improvement, Revenue Cycle, Leadership, Healthcare, Internal Controls, Income Statement, Corporate Governance, Hospitals, Accounting, Finance, P&L, Strategic Planning, Auditing, P&L Management
Education
University of Cincinnati College of Business 1994 — 1997
MBA, General Studies
University of Cincinnati 1979 — 1983
BBA, Accounting, Management
Blanchester High School
Diploma, College Preparatory
Glenn Troast Glenn Troast's Coopers & Lybrand Experience 1982 - 1997
Job President at TN Partners, Inc.
Industry Accounting
Experience
City of Lighthouse Point March 2014 - Present
TN Partners, Inc. 1997 - Present
Coopers & Lybrand 1982 - 1997
Skills
Expert Witness Services, Forensic Accounting, Business Valuation, Finance, Tax, Mergers & Acquisitions, Valuation, Corporate Tax, Analysis, Tax Advisory, Corporate Law, US GAAP, Income Tax, GAAP, Financial Structuring, SEC filings
Education
University of Florida - Warrington College of Business Administration 1975 — 1980
BS, Accounting
City of Lighthouse Point March 2014 - Present
TN Partners, Inc. 1997 - Present
Coopers & Lybrand 1982 - 1997
Skills
Expert Witness Services, Forensic Accounting, Business Valuation, Finance, Tax, Mergers & Acquisitions, Valuation, Corporate Tax, Analysis, Tax Advisory, Corporate Law, US GAAP, Income Tax, GAAP, Financial Structuring, SEC filings
Education
University of Florida - Warrington College of Business Administration 1975 — 1980
BS, Accounting
William Weil, CPA William Weil, CPA's Coopers & Lybrand Experience December 1983 - August 1987
Job Managing Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Dan Herling Dan Herling's Coopers & Lybrand Experience September 1975 - June 1976
Job Consumer Products Litigation and Regulatory Member at Mintz Levin
Industry Law Practice
Experience
Mintz Levin April 2013 - Present
SF Chamber of Commerce 2003 - Present
Keller & Heckman LLP October 2007 - April 2013
Duane Morris LLP January 2000 - October 2007
MULTILAW 1995 - 2007
Gordon & Rees LLP January 1983 - January 2000
United States Navy August 1979 - December 1982
Coopers & Lybrand September 1975 - June 1976
Skills
Commercial Litigation, Product Liability, Litigation, Toxic Tort, Class Actions, Product Safety, Consumer Product Safety, Breach Of Contract, Intellectual Property, Unfair Competition, Medical Devices, Pharmaceutical Industry
Education
University of Dayton School of Law 1976 — 1979
JD, Law
University of Dayton 1971 — 1975
BS, Accounting
Mintz Levin April 2013 - Present
SF Chamber of Commerce 2003 - Present
Keller & Heckman LLP October 2007 - April 2013
Duane Morris LLP January 2000 - October 2007
MULTILAW 1995 - 2007
Gordon & Rees LLP January 1983 - January 2000
United States Navy August 1979 - December 1982
Coopers & Lybrand September 1975 - June 1976
Skills
Commercial Litigation, Product Liability, Litigation, Toxic Tort, Class Actions, Product Safety, Consumer Product Safety, Breach Of Contract, Intellectual Property, Unfair Competition, Medical Devices, Pharmaceutical Industry
Education
University of Dayton School of Law 1976 — 1979
JD, Law
University of Dayton 1971 — 1975
BS, Accounting
Dale Jensen Dale Jensen's Coopers & Lybrand Experience 1978 - 1998
Job Retired Partner at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2011 - Present
PricewaterhouseCoopers LLP July 1998 - June 2011
Coopers & Lybrand 1978 - 1998
Education
University of Denver 1974 — 1978
B.S., Accounting
PricewaterhouseCoopers LLP July 2011 - Present
PricewaterhouseCoopers LLP July 1998 - June 2011
Coopers & Lybrand 1978 - 1998
Education
University of Denver 1974 — 1978
B.S., Accounting
Lois Sangster's Coopers & Lybrand Experience June 1977 - June 1980
Job Vice President at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions (fka Horn Murdock Cole) 2003 - Present
Accretive Solutions fka Horn Murdock Cole & Dickson Allan 2003 - Present
Levi Strauss & Co. 1989 - 1990
Levi Strauss & Co 1980 - 1990
Levi Strauss & Co. 1980 - 1983
Coopers & Lybrand June 1977 - June 1980
Skills
Compliance, Internal Audit, Financial Accounting, Project Management, Financial Audits, Sarbanes-Oxley Act, SEC filings, Internal Controls, Auditing, US GAAP, Financial Reporting, Financial Analysis, GAAP, Mergers, Sarbanes-Oxley, Corporate Finance, Acquisition Integration, CPA, Governance, Consolidation, Mergers & Acquisitions, Forecasting, Revenue Recognition, ERP, Risk Management, IT Audit, Management Consulting, Business Process..., Enterprise Risk..., Finance, Executive Management
Education
University of California, Santa Barbara 1975 — 1977
BS, Economics
Accretive Solutions (fka Horn Murdock Cole) 2003 - Present
Accretive Solutions fka Horn Murdock Cole & Dickson Allan 2003 - Present
Levi Strauss & Co. 1989 - 1990
Levi Strauss & Co 1980 - 1990
Levi Strauss & Co. 1980 - 1983
Coopers & Lybrand June 1977 - June 1980
Skills
Compliance, Internal Audit, Financial Accounting, Project Management, Financial Audits, Sarbanes-Oxley Act, SEC filings, Internal Controls, Auditing, US GAAP, Financial Reporting, Financial Analysis, GAAP, Mergers, Sarbanes-Oxley, Corporate Finance, Acquisition Integration, CPA, Governance, Consolidation, Mergers & Acquisitions, Forecasting, Revenue Recognition, ERP, Risk Management, IT Audit, Management Consulting, Business Process..., Enterprise Risk..., Finance, Executive Management
Education
University of California, Santa Barbara 1975 — 1977
BS, Economics
Hal Hurwitz Hal Hurwitz's Coopers & Lybrand Experience September 1974 - October 1996
Job CFO / Board Member / Public and Private Company Credentials
Industry Medical Devices
Experience
MRI Interventions, Inc. March 2015 - Present
Pro-Dex, Inc. October 2010 - January 2015
Interventional Spine, Inc. April 2008 - March 2010
McDermott & Bull December 2005 - March 2008
Micro Therapeutics, Inc. 1997 - 2005
Opal Concepts, Inc. May 1997 - December 1997
Coopers & Lybrand September 1974 - October 1996
Skills
Financial Management, Strategic Planning, Investor Relations, Capital Raises, SOX, Business Acquisition, Divestitures, IT Management, HR Management, International Business, High Growth Companies, Managerial Finance, Sarbanes-Oxley Act, Business Development, Leadership, Mergers & Acquisitions, Start-ups, IPO, Acquisition Integration, Executive Management, Business Planning, Manufacturing, Strategy, Forecasting, Corporate Governance, Management, SEC filings, Private Equity, Accounting, Due Diligence, ERP, Capital, Finance, Financial Modeling, Venture Capital, Medical Devices, Personnel Management, Auditing, Acquisitions
Education
University of California, Los Angeles 1970 — 1974
BA, Economics
MRI Interventions, Inc. March 2015 - Present
Pro-Dex, Inc. October 2010 - January 2015
Interventional Spine, Inc. April 2008 - March 2010
McDermott & Bull December 2005 - March 2008
Micro Therapeutics, Inc. 1997 - 2005
Opal Concepts, Inc. May 1997 - December 1997
Coopers & Lybrand September 1974 - October 1996
Skills
Financial Management, Strategic Planning, Investor Relations, Capital Raises, SOX, Business Acquisition, Divestitures, IT Management, HR Management, International Business, High Growth Companies, Managerial Finance, Sarbanes-Oxley Act, Business Development, Leadership, Mergers & Acquisitions, Start-ups, IPO, Acquisition Integration, Executive Management, Business Planning, Manufacturing, Strategy, Forecasting, Corporate Governance, Management, SEC filings, Private Equity, Accounting, Due Diligence, ERP, Capital, Finance, Financial Modeling, Venture Capital, Medical Devices, Personnel Management, Auditing, Acquisitions
Education
University of California, Los Angeles 1970 — 1974
BA, Economics
Carol Felsing Carol Felsing's Coopers & Lybrand Experience 1986 - 1990
Job Managing Partner at Felsing, LLC
Industry Accounting
Experience
Felsing, LLC August 2013 - Present
CRI January 2009 - July 2013
Felsing, Rankin LLC 1990 - 2008
Coopers & Lybrand 1986 - 1990
Skills
Trusts, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, CPA, High Net Worth..., Tax Returns, S Corporations, Accounting, Tax Law, Tax Preparation, QuickBooks, Tax Research, Forensic Accounting, Estate Planning, Business Tax Planning, Estate Tax Planning, IRS, Gift Tax, Personal Tax Planning, Sales Tax, LLC
Education
University of Central Florida - College of Business Administration 1978 — 1980
B.S., Accounting
Felsing, LLC August 2013 - Present
CRI January 2009 - July 2013
Felsing, Rankin LLC 1990 - 2008
Coopers & Lybrand 1986 - 1990
Skills
Trusts, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, CPA, High Net Worth..., Tax Returns, S Corporations, Accounting, Tax Law, Tax Preparation, QuickBooks, Tax Research, Forensic Accounting, Estate Planning, Business Tax Planning, Estate Tax Planning, IRS, Gift Tax, Personal Tax Planning, Sales Tax, LLC
Education
University of Central Florida - College of Business Administration 1978 — 1980
B.S., Accounting
Michael Harden's Coopers & Lybrand Experience September 1993 - December 1995
Job Senior Managing Director at AmbroseAdvisors
Industry Investment Banking
Experience
AmbroseAdvisors April 2015 - Present
Eureka Capital Partners, LLC April 2009 - April 2015
BCC Capital Partners May 2003 - April 2009
Credit Suisse First Boston January 1997 - March 2002
Arthur Andersen January 1995 - December 1996
Coopers & Lybrand September 1993 - December 1995
Skills
Business Valuation, Investment Banking, Capital Raising, Restructuring, Valuation, Finance, Accounting, Buyouts, CPA, Mergers, Fairness Opinions, Middle Market, ESOP, Corporate Finance, Mergers & Acquisitions, LBO, Private Equity, Financial Reporting, Recapitalizations
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Economics
AmbroseAdvisors April 2015 - Present
Eureka Capital Partners, LLC April 2009 - April 2015
BCC Capital Partners May 2003 - April 2009
Credit Suisse First Boston January 1997 - March 2002
Arthur Andersen January 1995 - December 1996
Coopers & Lybrand September 1993 - December 1995
Skills
Business Valuation, Investment Banking, Capital Raising, Restructuring, Valuation, Finance, Accounting, Buyouts, CPA, Mergers, Fairness Opinions, Middle Market, ESOP, Corporate Finance, Mergers & Acquisitions, LBO, Private Equity, Financial Reporting, Recapitalizations
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Economics
Francis Goldwyn Francis Goldwyn's Coopers & Lybrand Experience 1978 - 1982
Job
Industry Staffing and Recruiting
Experience
Quorum Associates LLC 2000 - Present
Chilmark 21st Century Fund, L.P. 1997 - 2000
Chapman Management, Inc. 1993 - 1997
The Gitano Group, Inc. 1991 - 1993
Sole Proprietorship 1990 - 1991
The Manhattan Toy Company LTD 1982 - 1990
Coopers & Lybrand 1978 - 1982
Skills
Restructuring, Executive Search, Talent Acquisition, Talent Management, Change Management, Performance Management, Management Consulting, Recruitment/Retention, Start-ups, Organizational Design, Business Planning, Strategy Development, Mergers, Strategy, Mergers & Acquisitions, Management, Business Development, Recruiting, Marketing, Financial Services, Finance, Banking, Portfolio Management, Investments, Executive Management, CRM, Business Strategy, Entrepreneurship, Consulting, Leadership, New Business Development, Selling, Strategic Planning, Negotiation
Education
University of California, Los Angeles 1975 — 1977
BA
Quorum Associates LLC 2000 - Present
Chilmark 21st Century Fund, L.P. 1997 - 2000
Chapman Management, Inc. 1993 - 1997
The Gitano Group, Inc. 1991 - 1993
Sole Proprietorship 1990 - 1991
The Manhattan Toy Company LTD 1982 - 1990
Coopers & Lybrand 1978 - 1982
Skills
Restructuring, Executive Search, Talent Acquisition, Talent Management, Change Management, Performance Management, Management Consulting, Recruitment/Retention, Start-ups, Organizational Design, Business Planning, Strategy Development, Mergers, Strategy, Mergers & Acquisitions, Management, Business Development, Recruiting, Marketing, Financial Services, Finance, Banking, Portfolio Management, Investments, Executive Management, CRM, Business Strategy, Entrepreneurship, Consulting, Leadership, New Business Development, Selling, Strategic Planning, Negotiation
Education
University of California, Los Angeles 1975 — 1977
BA
Alex Graham Alex Graham's Coopers & Lybrand Experience 1986 - 1989
Job Mensura Companies
Industry Investment Banking
Experience
Mensura Capital and Mensura Securities October 2007 - Present
Graham Cerisola, Inc. January 1988 - September 2007
Coopers & Lybrand 1986 - 1989
Deloitte Haskins & Sells 1984 - 1986
Skills
Dispute Resolution, Contract Negotiation, Financial Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1982 — 1985
Masters, Industrial Management
University of Georgia - Terry College of Business 1979 — 1982
Bachelors, Finance
Mensura Capital and Mensura Securities October 2007 - Present
Graham Cerisola, Inc. January 1988 - September 2007
Coopers & Lybrand 1986 - 1989
Deloitte Haskins & Sells 1984 - 1986
Skills
Dispute Resolution, Contract Negotiation, Financial Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1982 — 1985
Masters, Industrial Management
University of Georgia - Terry College of Business 1979 — 1982
Bachelors, Finance
Bob Kush Bob Kush's Coopers & Lybrand Experience 1975 - 1981
Job President @ Kush Real Estate Group
Industry Real Estate
Experience
Kush Real Estate Group, LLC April 2011 - Present
Mercedes Homes February 2010 - April 2011
Mercedes Homes June 1995 - January 2011
Mercedes Homes December 1992 - January 2010
Arvida JMB Partners 1989 - 1992
Coscan Development Corporation 1987 - 1989
Pulte Homes 1983 - 1987
Pulte Homes 1981 - 1983
Coopers & Lybrand 1975 - 1981
Skills
Land Acquisition, Real Estate Development, Entitlements, Real Estate, Homebuilding, Land Development, Residential Homes, Disposition, Due Diligence, Real Estate Economics, Property Management, Single Family Homes, Selling, Real Estate Financing, Finance, Location Intelligence, Contract Negotiation, Investment Properties
Education
University of Detroit Mercy 1975 — 1981
MBA, Finance
University of Detroit Mercy 1971 — 1975
BS, Accounting
Kush Real Estate Group, LLC April 2011 - Present
Mercedes Homes February 2010 - April 2011
Mercedes Homes June 1995 - January 2011
Mercedes Homes December 1992 - January 2010
Arvida JMB Partners 1989 - 1992
Coscan Development Corporation 1987 - 1989
Pulte Homes 1983 - 1987
Pulte Homes 1981 - 1983
Coopers & Lybrand 1975 - 1981
Skills
Land Acquisition, Real Estate Development, Entitlements, Real Estate, Homebuilding, Land Development, Residential Homes, Disposition, Due Diligence, Real Estate Economics, Property Management, Single Family Homes, Selling, Real Estate Financing, Finance, Location Intelligence, Contract Negotiation, Investment Properties
Education
University of Detroit Mercy 1975 — 1981
MBA, Finance
University of Detroit Mercy 1971 — 1975
BS, Accounting
Sheri Schultz, CPA/ABV/CFF Sheri Schultz, CPA/ABV/CFF's Coopers & Lybrand Experience November 1985 - February 1990
Job Director of Litigation Support and Business Valuation, Expert Witness, Fiske and Company
Industry Accounting
Experience
FISKE AND COMPANY January 1990 - Present
FICPA 2003 - Present
AICPA 2001 - Present
Jewish Federation of Broward County 2012 - Present
Fort Lauderdale Estate Tax Council 2012 - Present
Coopers & Lybrand November 1985 - February 1990
Skills
Business Valuation, Forensic Accounting, Litigation Support, Tax, Certified Fraud Examiner, Accounting, Mergers, Litigation Consulting, Due Diligence, Estate Planning, Tax Preparation, Financial Reporting, LLC, Income Tax, Small Business, Financial Analysis, Fraud, Auditing, Managerial Finance, QuickBooks, Expert Witness, Valuation, IPO, Mergers & Acquisitions, CPA, Financial Accounting, Tax Law, Big 4, Business Advisory, Financial Planners, Tax Returns, Corporate Tax, Trusts, Strategic Financial..., Sales Tax, High Net Worth..., Finance, Internal Controls, Financial Statements, International Tax, Tax Accounting, Cash Flow, GAAP, US GAAP, Transfer Pricing, SEC filings, Sarbanes-Oxley, Assurance, Budgets, Internal Audit
Education
University of Florida 1984 — 1985
Master of Science, Taxation
University of Florida 1980 — 1984
Bachelor of Science, Accounting
FISKE AND COMPANY January 1990 - Present
FICPA 2003 - Present
AICPA 2001 - Present
Jewish Federation of Broward County 2012 - Present
Fort Lauderdale Estate Tax Council 2012 - Present
Coopers & Lybrand November 1985 - February 1990
Skills
Business Valuation, Forensic Accounting, Litigation Support, Tax, Certified Fraud Examiner, Accounting, Mergers, Litigation Consulting, Due Diligence, Estate Planning, Tax Preparation, Financial Reporting, LLC, Income Tax, Small Business, Financial Analysis, Fraud, Auditing, Managerial Finance, QuickBooks, Expert Witness, Valuation, IPO, Mergers & Acquisitions, CPA, Financial Accounting, Tax Law, Big 4, Business Advisory, Financial Planners, Tax Returns, Corporate Tax, Trusts, Strategic Financial..., Sales Tax, High Net Worth..., Finance, Internal Controls, Financial Statements, International Tax, Tax Accounting, Cash Flow, GAAP, US GAAP, Transfer Pricing, SEC filings, Sarbanes-Oxley, Assurance, Budgets, Internal Audit
Education
University of Florida 1984 — 1985
Master of Science, Taxation
University of Florida 1980 — 1984
Bachelor of Science, Accounting
Peter Knapp Peter Knapp's Coopers & Lybrand Experience September 1983 - November 1984
Job Division Manager Vireo at Navellier & Associates, Inc.
Industry Investment Management
Experience
Navellier & Associates, Inc. December 2009 - April 2013
Navellier & Associates September 1998 - April 2011
Navellier & Associates, Inc. September 1998 - March 2004
White Rock Capital, LLC October 1996 - September 1998
Prim Ventures, Inc. November 1984 - October 1996
Coopers & Lybrand September 1983 - November 1984
Skills
Product Development, Due Diligence, Private Equity, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Sales, Sales Management, Endowments, Sales & Marketing..., Wholesale Operations, Family Office, Venture Capital, Valuation, Securities, Asset Managment, Financial Analysis, Wealth Management, Growth Capital, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Series 63, Finance, Financial Advisory, Separately Managed..., Fixed Income, Fund Of Funds, Series 24, Investment Advisory, FINRA, Risk Management, Financial Services, Series 65, Equity Research, Bonds, Retirement Planning, Investment Banking, Institutional..., Capital Markets, Private Placements, Wealth Management...
Education
University of Oregon School of Law 1980 — 1983
Doctorate Jurisprudence, Taxation; Securities Law
University of Oregon Graduate School of Business 1981 — 1982
Accounting and Finance
University of California, Santa Cruz 1974 — 1978
BA with Honors, Philosophy and Psychology
Navellier & Associates, Inc. December 2009 - April 2013
Navellier & Associates September 1998 - April 2011
Navellier & Associates, Inc. September 1998 - March 2004
White Rock Capital, LLC October 1996 - September 1998
Prim Ventures, Inc. November 1984 - October 1996
Coopers & Lybrand September 1983 - November 1984
Skills
Product Development, Due Diligence, Private Equity, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Sales, Sales Management, Endowments, Sales & Marketing..., Wholesale Operations, Family Office, Venture Capital, Valuation, Securities, Asset Managment, Financial Analysis, Wealth Management, Growth Capital, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Series 63, Finance, Financial Advisory, Separately Managed..., Fixed Income, Fund Of Funds, Series 24, Investment Advisory, FINRA, Risk Management, Financial Services, Series 65, Equity Research, Bonds, Retirement Planning, Investment Banking, Institutional..., Capital Markets, Private Placements, Wealth Management...
Education
University of Oregon School of Law 1980 — 1983
Doctorate Jurisprudence, Taxation; Securities Law
University of Oregon Graduate School of Business 1981 — 1982
Accounting and Finance
University of California, Santa Cruz 1974 — 1978
BA with Honors, Philosophy and Psychology
Rick Kassal Rick Kassal's Coopers & Lybrand Experience 1996 - 1997
Job Product Owner at Dell
Industry Information Technology and Services
Experience
Dell April 2015 - Present
Dell November 2009 - April 2015
Dell August 1998 - October 2009
Bristol Hotels 1997 - 1998
Coopers & Lybrand 1996 - 1997
ARGO Data Resource Corporation 1992 - 1996
Skills
Requirements Analysis, PeopleSoft, SDLC, Business Analysis, Integration, Requirements Gathering, Project Management, Business Process..., Team Leadership, SharePoint, SQL, Application Development, Analysis, Software Project..., Business Process, Leadership, Vendor Management, Management, IT Strategy, Visio, PMP, IT Management, Enterprise Architecture, Solution Architecture, ERP, Disaster Recovery, Software Development, ITIL, Troubleshooting, Agile Methodologies
Education
University of Central Oklahoma 1989 — 1992
BBA
Putnam City North High School 1985 — 1988
Dell April 2015 - Present
Dell November 2009 - April 2015
Dell August 1998 - October 2009
Bristol Hotels 1997 - 1998
Coopers & Lybrand 1996 - 1997
ARGO Data Resource Corporation 1992 - 1996
Skills
Requirements Analysis, PeopleSoft, SDLC, Business Analysis, Integration, Requirements Gathering, Project Management, Business Process..., Team Leadership, SharePoint, SQL, Application Development, Analysis, Software Project..., Business Process, Leadership, Vendor Management, Management, IT Strategy, Visio, PMP, IT Management, Enterprise Architecture, Solution Architecture, ERP, Disaster Recovery, Software Development, ITIL, Troubleshooting, Agile Methodologies
Education
University of Central Oklahoma 1989 — 1992
BBA
Putnam City North High School 1985 — 1988
Rich Pavley Rich Pavley's Coopers & Lybrand Experience October 1994 - August 1997
Job
Industry Human Resources
Experience
Milliman January 2002 - Present
PricewaterhouseCoopers LLP May 1999 - January 2002
PeopleSoft August 1997 - May 1999
Coopers & Lybrand October 1994 - August 1997
W F Corroon May 1989 - September 1994
Milliman October 1985 - May 1989
Skills
Actuarial Science, Pensions, Pension Funds, Defined Benefit, Actuarial Consulting, Retirement, Employee Benefits, Actuaries, Defined Contribution, Pension Administration, Retirement Plan..., 401k, Fixed Annuities, Strategy, ERISA, Microsoft Office
Education
University of Connecticut 1981 — 1985
BS
Milliman January 2002 - Present
PricewaterhouseCoopers LLP May 1999 - January 2002
PeopleSoft August 1997 - May 1999
Coopers & Lybrand October 1994 - August 1997
W F Corroon May 1989 - September 1994
Milliman October 1985 - May 1989
Skills
Actuarial Science, Pensions, Pension Funds, Defined Benefit, Actuarial Consulting, Retirement, Employee Benefits, Actuaries, Defined Contribution, Pension Administration, Retirement Plan..., 401k, Fixed Annuities, Strategy, ERISA, Microsoft Office
Education
University of Connecticut 1981 — 1985
BS
Drew Glassman Drew Glassman's Coopers & Lybrand Experience 1990 - 1996
Job Vice President Commercial Finance at CSX Transportation
Industry Transportation/Trucking/Railroad
Experience
CSX December 2014 - Present
CSX Transportation January 2013 - December 2014
CSX Transportation March 2011 - January 2013
CSX Transportation January 2007 - March 2011
CSX Corporation 2004 - 2007
AT&T 2001 - 2004
Qwest Communications 1996 - 2001
Coopers & Lybrand 1990 - 1996
Education
University of Colorado at Denver 1997 — 1999
MBA
University of Connecticut 1987 — 1990
BA, Accounting
CSX December 2014 - Present
CSX Transportation January 2013 - December 2014
CSX Transportation March 2011 - January 2013
CSX Transportation January 2007 - March 2011
CSX Corporation 2004 - 2007
AT&T 2001 - 2004
Qwest Communications 1996 - 2001
Coopers & Lybrand 1990 - 1996
Education
University of Colorado at Denver 1997 — 1999
MBA
University of Connecticut 1987 — 1990
BA, Accounting
Karen Dyce Karen Dyce's Coopers & Lybrand Experience 1986 - 1988
Job Essbase Implementation Lead for Corp Finance
Industry Accounting
Experience
Agilent Technologies June 2000 - Present
Hewlett Packard 1995 - 2000
Ross Stores 1988 - 1995
Coopers & Lybrand 1986 - 1988
Skills
Cross-functional Team..., Program Management, Business Intelligence, ERP, Business Process..., Software Project..., Project Planning, Risk Management, Integration, Business Analysis, PMO, Finance, Process Improvement, Requirements Analysis, Sarbanes-Oxley Act, Vendor Management, Software Development, Project Management, IT Strategy, Change Management, Business Process, PMP, Management, Testing
Education
Homestead High School, Cupertino CA
Ramey School, Puerto Rico
University of Colorado Boulder - Leeds School of Business
BS, Accounting
Agilent Technologies June 2000 - Present
Hewlett Packard 1995 - 2000
Ross Stores 1988 - 1995
Coopers & Lybrand 1986 - 1988
Skills
Cross-functional Team..., Program Management, Business Intelligence, ERP, Business Process..., Software Project..., Project Planning, Risk Management, Integration, Business Analysis, PMO, Finance, Process Improvement, Requirements Analysis, Sarbanes-Oxley Act, Vendor Management, Software Development, Project Management, IT Strategy, Change Management, Business Process, PMP, Management, Testing
Education
Homestead High School, Cupertino CA
Ramey School, Puerto Rico
University of Colorado Boulder - Leeds School of Business
BS, Accounting
Katie McAvoy's Coopers & Lybrand Experience September 1994 - September 1997
Job CFO at MedWright Services Inc.
Industry Accounting
Experience
MedWright Services Inc. July 2012 - Present
Maxim Healthcare Services September 2001 - July 2002
Aerotek September 1997 - August 2001
Coopers & Lybrand September 1994 - September 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Windows, Budgets, Editing, Strategic Planning, Negotiation, Financial Statements, Internal Controls, Payroll, Management, Accounting
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Bachelor of Science (BS), Accounting
MedWright Services Inc. July 2012 - Present
Maxim Healthcare Services September 2001 - July 2002
Aerotek September 1997 - August 2001
Coopers & Lybrand September 1994 - September 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Windows, Budgets, Editing, Strategic Planning, Negotiation, Financial Statements, Internal Controls, Payroll, Management, Accounting
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Bachelor of Science (BS), Accounting
Roger Scullion Roger Scullion's Coopers & Lybrand Experience September 1989 - August 1993
Job
Industry Information Technology and Services
Experience
Greenlight Technologies April 2014 - Present
Accenture March 2011 - April 2014
Irvine Company, LLC March 2005 - September 2010
Protiviti May 2004 - December 2004
BranchDecisions.com March 2002 - April 2004
Central 1 Credit Union May 1999 - February 2002
Deloitte September 1993 - April 1999
Coopers & Lybrand September 1989 - August 1993
Skills
Risk Analysis, Access Control, Identity Management, Enterprise Risk...
Education
University of California, San Diego 1984 — 1989
BA, Quantitative Economics and Decision Sciences (Management Science)
Greenlight Technologies April 2014 - Present
Accenture March 2011 - April 2014
Irvine Company, LLC March 2005 - September 2010
Protiviti May 2004 - December 2004
BranchDecisions.com March 2002 - April 2004
Central 1 Credit Union May 1999 - February 2002
Deloitte September 1993 - April 1999
Coopers & Lybrand September 1989 - August 1993
Skills
Risk Analysis, Access Control, Identity Management, Enterprise Risk...
Education
University of California, San Diego 1984 — 1989
BA, Quantitative Economics and Decision Sciences (Management Science)
Jamie MacArthur, CPA's Coopers & Lybrand Experience 1984 - 1986
Job Vice President Portfolio Management at Spencer Stuart
Industry Real Estate
Experience
Spencer Stuart January 2015 - Present
JBM Consulting, LLC February 2010 - Present
Deloitte Consulting 1999 - February 2010
CB Richard Ellis 1994 - 1999
Jones Lang LaSalle 1986 - 1994
Coopers & Lybrand 1984 - 1986
Skills
Management Consulting, Strategy, Program Management, PeopleSoft, Property Management, Real Estate, Data Warehousing, JD Edwards, Commercial Real Estate, Real Estate Economics, Oracle, Organizational Design, Due Diligence, Asset Managment, Financial Modeling
Education
University of Delaware 1980 — 1984
BS, Accounting
Certified Public Accountant - IL
Spencer Stuart January 2015 - Present
JBM Consulting, LLC February 2010 - Present
Deloitte Consulting 1999 - February 2010
CB Richard Ellis 1994 - 1999
Jones Lang LaSalle 1986 - 1994
Coopers & Lybrand 1984 - 1986
Skills
Management Consulting, Strategy, Program Management, PeopleSoft, Property Management, Real Estate, Data Warehousing, JD Edwards, Commercial Real Estate, Real Estate Economics, Oracle, Organizational Design, Due Diligence, Asset Managment, Financial Modeling
Education
University of Delaware 1980 — 1984
BS, Accounting
Certified Public Accountant - IL
Jeremy Gottlieb Jeremy Gottlieb's Coopers & Lybrand Experience June 1997 - August 1997
Job VP Audit & Compliance at 24 Hour Fitness
Industry Health, Wellness and Fitness
Experience
24 Hour Fitness December 2006 - Present
PwC April 2004 - December 2006
PwC May 2001 - April 2004
PwC September 1998 - April 2001
Coopers & Lybrand June 1997 - August 1997
Skills
Risk Assessment, Internal Audit, Risk Management, Sarbanes-Oxley Act, Finance, Auditing
Education
UC Santa Barbara 1994 — 1997
BS, Business with Accounting emphasis
Helix High School 1990 — 1993
24 Hour Fitness December 2006 - Present
PwC April 2004 - December 2006
PwC May 2001 - April 2004
PwC September 1998 - April 2001
Coopers & Lybrand June 1997 - August 1997
Skills
Risk Assessment, Internal Audit, Risk Management, Sarbanes-Oxley Act, Finance, Auditing
Education
UC Santa Barbara 1994 — 1997
BS, Business with Accounting emphasis
Helix High School 1990 — 1993
Ron York, Accredited Cruise Counselor's Coopers & Lybrand Experience May 1972 - August 1984
Job Managing Partner of Jelly Bean Travel
Industry Leisure, Travel & Tourism
Experience
Jelly Bean Travel January 2007 - Present
Jelly Bean Travel October 2004 - Present
Southwest Florida Restaurant Investments, Inc. (Denny's Franchisee) June 1991 - Present
Johnson Brothers September 1984 - June 1991
Coopers & Lybrand May 1972 - August 1984
Skills
Leisure Travel, Hotels, Hospitality, Hospitality Industry, Cruises, Restaurants, Event Management, Travel Management, Tour Operators, Tourism, Cruise Lines, Outlook, Public Relations, River Cruises, Vacation, Budgets, Leisure, Social Media Marketing, Social Media, Business Travel, Customer Service, Online Advertising, Resorts, Adventure Travel, Social Networking, Marketing Strategy, Incentive Travel, Food & Beverage, Management, Business Planning, Strategic Planning, Incentives, Online Travel, Travel Agency, Google Groups, Yield Management, Trade Shows, Travel Planning, Revenue Analysis, Hotel Booking
Education
UCF 1970 — 1972
BSBA, Accounting
University of Central Florida 1970 — 1972
BSBA, Accounting
Jelly Bean Travel January 2007 - Present
Jelly Bean Travel October 2004 - Present
Southwest Florida Restaurant Investments, Inc. (Denny's Franchisee) June 1991 - Present
Johnson Brothers September 1984 - June 1991
Coopers & Lybrand May 1972 - August 1984
Skills
Leisure Travel, Hotels, Hospitality, Hospitality Industry, Cruises, Restaurants, Event Management, Travel Management, Tour Operators, Tourism, Cruise Lines, Outlook, Public Relations, River Cruises, Vacation, Budgets, Leisure, Social Media Marketing, Social Media, Business Travel, Customer Service, Online Advertising, Resorts, Adventure Travel, Social Networking, Marketing Strategy, Incentive Travel, Food & Beverage, Management, Business Planning, Strategic Planning, Incentives, Online Travel, Travel Agency, Google Groups, Yield Management, Trade Shows, Travel Planning, Revenue Analysis, Hotel Booking
Education
UCF 1970 — 1972
BSBA, Accounting
University of Central Florida 1970 — 1972
BSBA, Accounting
Michele Kaneshiro Michele Kaneshiro's Coopers & Lybrand Experience May 1989 - April 1997
Job Carrier Hawaii
Industry Wholesale
Experience
Carrier Hawaii May 2001 - Present
Aloha Farms April 1997 - May 2001
Coopers & Lybrand May 1989 - April 1997
Skills
CPA License #3096, Financial Analysis, Accounting, Financial Reporting, Managerial Finance, Forecasting, Strategic Financial..., Accounts Receivable, Cash Flow, Financial Accounting, Finance, Cost Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Cash Management
Education
University of Hawaii - College of Business Administration
Accounting
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
Carrier Hawaii May 2001 - Present
Aloha Farms April 1997 - May 2001
Coopers & Lybrand May 1989 - April 1997
Skills
CPA License #3096, Financial Analysis, Accounting, Financial Reporting, Managerial Finance, Forecasting, Strategic Financial..., Accounts Receivable, Cash Flow, Financial Accounting, Finance, Cost Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Cash Management
Education
University of Hawaii - College of Business Administration
Accounting
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
Lance Crawford Lance Crawford's Coopers & Lybrand Experience 1995 - 1997
Job Capturing the world, one image at a time...
Industry Insurance
Experience
Travelers May 2013 - Present
Lance Crawford Photography April 2013 - Present
Travelers June 2012 - May 2013
Travelers August 2010 - June 2012
Praxiom Risk Management August 2008 - August 2010
Baldwin Connelly August 2007 - August 2008
SunFirst Financial Services January 1998 - September 2007
Reflectone 1997 - 1998
Coopers & Lybrand 1995 - 1997
Skills
Microsoft Word, Workers Compensation, Analytics, Financial Analysis, Strategic Planning, Marketing, Insurance, Risk Management, Customer Service, Account Management, Sales, Budgets, Process Improvement, Leadership, Financial Reporting, New Business Development, Team Building, Microsoft Excel
Education
University of Florida 1992 — 1995
B.Acc, Accounting
University of Florida - Fisher School of Accounting 1992 — 1995
M.Acc, Accounting
Travelers May 2013 - Present
Lance Crawford Photography April 2013 - Present
Travelers June 2012 - May 2013
Travelers August 2010 - June 2012
Praxiom Risk Management August 2008 - August 2010
Baldwin Connelly August 2007 - August 2008
SunFirst Financial Services January 1998 - September 2007
Reflectone 1997 - 1998
Coopers & Lybrand 1995 - 1997
Skills
Microsoft Word, Workers Compensation, Analytics, Financial Analysis, Strategic Planning, Marketing, Insurance, Risk Management, Customer Service, Account Management, Sales, Budgets, Process Improvement, Leadership, Financial Reporting, New Business Development, Team Building, Microsoft Excel
Education
University of Florida 1992 — 1995
B.Acc, Accounting
University of Florida - Fisher School of Accounting 1992 — 1995
M.Acc, Accounting
William Nolan William Nolan's Coopers & Lybrand Experience January 1994 - January 1998
Job Senior Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting September 2002 - Present
PricewaterhouseCoopers January 1998 - August 2002
Coopers & Lybrand January 1994 - January 1998
Coopers & Lybrand Consulting April 1993 - January 1994
PepsiCo January 1992 - April 1993
Coopers & Lybrand January 1990 - January 1992
Mellon Bank June 1982 - June 1987
Skills
Restructuring, Debt, Divestitures, Valuation, Due Diligence, Corporate Finance, Acquisition Integration, Business Valuation, Bankruptcy, Mergers & Acquisitions, Debt Restructuring, M&A experience, LBO, Leveraged Finance, Financial Modeling, Finance, Financial Analysis, Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1978 — 1982
BS, Economics
FTI Consulting September 2002 - Present
PricewaterhouseCoopers January 1998 - August 2002
Coopers & Lybrand January 1994 - January 1998
Coopers & Lybrand Consulting April 1993 - January 1994
PepsiCo January 1992 - April 1993
Coopers & Lybrand January 1990 - January 1992
Mellon Bank June 1982 - June 1987
Skills
Restructuring, Debt, Divestitures, Valuation, Due Diligence, Corporate Finance, Acquisition Integration, Business Valuation, Bankruptcy, Mergers & Acquisitions, Debt Restructuring, M&A experience, LBO, Leveraged Finance, Financial Modeling, Finance, Financial Analysis, Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1978 — 1982
BS, Economics
Scott Calhoun, CPA, CFP, CIMA, PFS Scott Calhoun, CPA, CFP, CIMA, PFS's Coopers & Lybrand Experience June 1993 - October 1995
Job Senior Family Strategist at Ronald Blue & Co. Family Office
Industry Financial Services
Experience
Ronald Blue & Co. Family Office May 2013 - Present
Glenmore Advisors LLC March 2010 - May 2013
Convergent Wealth Advisors October 2005 - March 2010
Synovus Family Asset Management April 1998 - October 2005
KPMG US 1995 - 1998
Coopers & Lybrand June 1993 - October 1995
USMC August 1985 - August 1989
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management..., Investment Strategies, High Net Worth..., Financial Analysis, Hedge Funds, Finance, Investment Management, Wealth, Tax, Securities, Management Consulting, Family Office, Financial Modeling, Asset Managment, Venture Capital, Strategic Financial..., Mutual Funds, Portfolio Management, Due Diligence, Equities, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA & MAcc, Accounting, Tax Finance
Ronald Blue & Co. Family Office May 2013 - Present
Glenmore Advisors LLC March 2010 - May 2013
Convergent Wealth Advisors October 2005 - March 2010
Synovus Family Asset Management April 1998 - October 2005
KPMG US 1995 - 1998
Coopers & Lybrand June 1993 - October 1995
USMC August 1985 - August 1989
Skills
Wealth Management, Estate Planning, Investments, Alternative Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management..., Investment Strategies, High Net Worth..., Financial Analysis, Hedge Funds, Finance, Investment Management, Wealth, Tax, Securities, Management Consulting, Family Office, Financial Modeling, Asset Managment, Venture Capital, Strategic Financial..., Mutual Funds, Portfolio Management, Due Diligence, Equities, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA & MAcc, Accounting, Tax Finance
Brian McKeon Brian McKeon's Coopers & Lybrand Experience 1984 - 1987
Job EVP, CFO at IDEXX Laboratories
Industry Information Technology and Services
Experience
IDEXX Laboratories January 2014 - Present
Iron Mountain April 2007 - December 2013
IDEXX Laboratories June 2003 - December 2013
Timberland March 2000 - March 2007
Pepsi Cola North America October 1998 - March 2000
Pepsi Cola North America May 1996 - October 1998
Pepsi-Cola North America 1994 - 1996
PepsiCo 1991 - 1994
Alliance Consulting Group 1989 - 1991
Coopers & Lybrand 1984 - 1987
Skills
Board Governance, Business Strategy, Thought Leadership, Board of Director..., Team Building
Education
Harvard Graduate School of Business Administration 1987 — 1989
MBA
The University of Connecticut 1980 — 1984
BS, Accounting
IDEXX Laboratories January 2014 - Present
Iron Mountain April 2007 - December 2013
IDEXX Laboratories June 2003 - December 2013
Timberland March 2000 - March 2007
Pepsi Cola North America October 1998 - March 2000
Pepsi Cola North America May 1996 - October 1998
Pepsi-Cola North America 1994 - 1996
PepsiCo 1991 - 1994
Alliance Consulting Group 1989 - 1991
Coopers & Lybrand 1984 - 1987
Skills
Board Governance, Business Strategy, Thought Leadership, Board of Director..., Team Building
Education
Harvard Graduate School of Business Administration 1987 — 1989
MBA
The University of Connecticut 1980 — 1984
BS, Accounting
Keith Cheesman Keith Cheesman's Coopers & Lybrand Experience 1981 - 1987
Job Chief Financial Officer at LOTH, Inc.
Industry Furniture
Experience
LOTH, Inc. November 2013 - Present
St. Xavier High School February 2012 - November 2013
Kendle International April 2009 - July 2011
Ohio Casualty Group 2004 - 2007
Hook-SupeRx, Inc 1987 - 1994
Coopers & Lybrand 1981 - 1987
Skills
CPA, CGMA (Chartered Global..., Mergers, Accounting, Risk Management, Financial Management, Investor Relations, Financial Reporting, Divestitures, Corporate Finance, Capital Markets, Internal Controls, Corporate Governance, Business Acquisition, Acquisition Integration, Budget Process, Investments, Corporate Tax, Internal Audit, Commercial Banking, Investment Banking, Downsizing, Business Strategy, Corporate FP&A, Enterprise Systems..., Professional Services..., Property & Casualty..., Mergers & Acquisitions, Managerial Finance, Strategy, International Business, Growth Strategies, Financial Analysis, Budgets, Management, Strategic Financial..., Sarbanes-Oxley Act, SEC filings, Cash Management, Treasury Management, Due Diligence, Financial Modeling, Cash Flow, Equities, Sarbanes-Oxley, Capital Budgeting, Variance Analysis, GAAP, Revenue Recognition, Financial Planning
Education
University of Dayton 1977 — 1981
BS, Accounting
Moeller High School 1973 — 1977
LOTH, Inc. November 2013 - Present
St. Xavier High School February 2012 - November 2013
Kendle International April 2009 - July 2011
Ohio Casualty Group 2004 - 2007
Hook-SupeRx, Inc 1987 - 1994
Coopers & Lybrand 1981 - 1987
Skills
CPA, CGMA (Chartered Global..., Mergers, Accounting, Risk Management, Financial Management, Investor Relations, Financial Reporting, Divestitures, Corporate Finance, Capital Markets, Internal Controls, Corporate Governance, Business Acquisition, Acquisition Integration, Budget Process, Investments, Corporate Tax, Internal Audit, Commercial Banking, Investment Banking, Downsizing, Business Strategy, Corporate FP&A, Enterprise Systems..., Professional Services..., Property & Casualty..., Mergers & Acquisitions, Managerial Finance, Strategy, International Business, Growth Strategies, Financial Analysis, Budgets, Management, Strategic Financial..., Sarbanes-Oxley Act, SEC filings, Cash Management, Treasury Management, Due Diligence, Financial Modeling, Cash Flow, Equities, Sarbanes-Oxley, Capital Budgeting, Variance Analysis, GAAP, Revenue Recognition, Financial Planning
Education
University of Dayton 1977 — 1981
BS, Accounting
Moeller High School 1973 — 1977
Glenn Sheets Glenn Sheets's Coopers & Lybrand Experience September 1993 - November 1997
Job Managing Director at Stout Risius Ross, Inc.
Industry Financial Services
Experience
Stout Risius Ross, Inc. November 1997 - Present
Coopers & Lybrand September 1993 - November 1997
Perrin, Fordree & Company, P.C. November 1981 - August 1993
Skills
Business Valuation, Valuation, Litigation Consulting, Expert Witness, Commercial Litigation, Financial Modeling, Arbitration, Automotive, Bankruptcy, Forensic Analysis, Mediation, Purchase Price..., Mergers & Acquisitions, International..., Testimony, Supply Chain Consulting, Financial Analysis, Financial Accounting, Cost Accounting, CPA, CIRA, CFF, Expert Reports, Warranty, Recalls, Breach Of Contract, Fraud Claims, Insolvency, Business Transactions, Litigation, Fairness Opinions, Due Diligence, Finance
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics, Accounting
Stout Risius Ross, Inc. November 1997 - Present
Coopers & Lybrand September 1993 - November 1997
Perrin, Fordree & Company, P.C. November 1981 - August 1993
Skills
Business Valuation, Valuation, Litigation Consulting, Expert Witness, Commercial Litigation, Financial Modeling, Arbitration, Automotive, Bankruptcy, Forensic Analysis, Mediation, Purchase Price..., Mergers & Acquisitions, International..., Testimony, Supply Chain Consulting, Financial Analysis, Financial Accounting, Cost Accounting, CPA, CIRA, CFF, Expert Reports, Warranty, Recalls, Breach Of Contract, Fraud Claims, Insolvency, Business Transactions, Litigation, Fairness Opinions, Due Diligence, Finance
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics, Accounting
Stacy McCrady Stacy McCrady's Coopers & Lybrand Experience September 1991 - October 1993
Job at McCrady Hess PLLC
Industry Accounting
Experience
McCRADY HESS CPAs July 2010 - Present
BKHM CPAs October 1993 - June 2010
Coopers & Lybrand September 1991 - October 1993
Skills
Accounting, Auditing, Tax, Managerial Finance, Nonprofits, Tax Accounting, Corporate Tax, Tax Research, Financial Reporting, Tax Advisory, Payroll, Tax Preparation, Account Reconciliation, CPA, Finance, Tax Returns, Internal Controls, Income Tax, GAAP, Partnership Taxation, QuickBooks, Forensic Accounting, General Ledger, Sales Tax
Education
University of Central Florida 1991 — 1992
MST, Masters of Taxation
University of Central Florida - College of Business Administration 1988 — 1990
B.S., Accounting
Wake Forest University 1985 — 1988
Accounting
McCRADY HESS CPAs July 2010 - Present
BKHM CPAs October 1993 - June 2010
Coopers & Lybrand September 1991 - October 1993
Skills
Accounting, Auditing, Tax, Managerial Finance, Nonprofits, Tax Accounting, Corporate Tax, Tax Research, Financial Reporting, Tax Advisory, Payroll, Tax Preparation, Account Reconciliation, CPA, Finance, Tax Returns, Internal Controls, Income Tax, GAAP, Partnership Taxation, QuickBooks, Forensic Accounting, General Ledger, Sales Tax
Education
University of Central Florida 1991 — 1992
MST, Masters of Taxation
University of Central Florida - College of Business Administration 1988 — 1990
B.S., Accounting
Wake Forest University 1985 — 1988
Accounting
Sandra Breitenstein, CPA, CVA Sandra Breitenstein, CPA, CVA's Coopers & Lybrand Experience 1990 - 1992
Job Principal at Averett Warmus Durkee
Industry Accounting
Experience
Averett Warmus Durkee 1992 - Present
Coopers & Lybrand 1990 - 1992
Skills
Real Estate, Auditing, Financial Analysis, Due Diligence, GAAP, Financial Reporting, Audits of Employee..., Design & Implementation..., Business Valuation, Income Tax, Internal Controls, Forensic Accounting, CPA, Mergers & Acquisitions, Accounting, Finance, Assurance, Internal Audit
Education
University of Central Florida - College of Business Administration 1985 — 1990
Master of Business Administration (M.B.A.), Accounting
University of Central Florida
Bachelor's degree
Averett Warmus Durkee 1992 - Present
Coopers & Lybrand 1990 - 1992
Skills
Real Estate, Auditing, Financial Analysis, Due Diligence, GAAP, Financial Reporting, Audits of Employee..., Design & Implementation..., Business Valuation, Income Tax, Internal Controls, Forensic Accounting, CPA, Mergers & Acquisitions, Accounting, Finance, Assurance, Internal Audit
Education
University of Central Florida - College of Business Administration 1985 — 1990
Master of Business Administration (M.B.A.), Accounting
University of Central Florida
Bachelor's degree
Susan L. Rosenberg's Coopers & Lybrand Experience June 1992 - March 1995
Job Manager Standardized Funding at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2013 - Present
CoBank July 2010 - May 2013
U.S. Bank January 1998 - June 2010
ReTECH+, Inc. 2005 - 2005
Essex Financial Group 2004 - 2005
Coopers & Lybrand June 1992 - March 1995
FarWest Savings & Loan Association January 1984 - March 1992
Skills
Loan Servicing, Finance, Mortgage Lending, Financial Services, Process Improvement, Real Estate, Banking, Property Management, Team Leadership, Commercial Lending, Insurance, Loan Origination, Loans, Asset Management, Financial Modeling, Affordable Housing, Budgets, Business Analysis, Construction Risk..., Commercial Mortgages, Flood Compliance, Real Estate Due..., Administrative Work, Risk Management, Operational Excellence, Portfolio Management, Leadership, Analysis, Business Development, Financial Risk, Commercial Real Estate
Education
University of Colorado at Boulder 1973 — 1977
Bachelor's degree
BBVA Compass September 2013 - Present
CoBank July 2010 - May 2013
U.S. Bank January 1998 - June 2010
ReTECH+, Inc. 2005 - 2005
Essex Financial Group 2004 - 2005
Coopers & Lybrand June 1992 - March 1995
FarWest Savings & Loan Association January 1984 - March 1992
Skills
Loan Servicing, Finance, Mortgage Lending, Financial Services, Process Improvement, Real Estate, Banking, Property Management, Team Leadership, Commercial Lending, Insurance, Loan Origination, Loans, Asset Management, Financial Modeling, Affordable Housing, Budgets, Business Analysis, Construction Risk..., Commercial Mortgages, Flood Compliance, Real Estate Due..., Administrative Work, Risk Management, Operational Excellence, Portfolio Management, Leadership, Analysis, Business Development, Financial Risk, Commercial Real Estate
Education
University of Colorado at Boulder 1973 — 1977
Bachelor's degree
Allen Dodge Allen Dodge's Coopers & Lybrand Experience January 1991 - April 1994
Job CoFounder and COO at MDValuate, Inc.
Industry Information Technology and Services
Experience
MyLifeLine.org Cancer Foundation March 2015 - Present
MDValuate June 2014 - Present
Heatwurx, Inc. August 2012 - June 2014
Health Grades, Inc. July 2006 - July 2012
Health Grades, Inc. May 2001 - July 2006
Health Grades, Inc. March 2000 - May 2001
Health Grades, Inc. September 1997 - March 2000
Ernst & Young May 1994 - September 1997
Coopers & Lybrand January 1991 - April 1994
Skills
Accounting, Audit, Mergers, SEC reporting, Financial Reporting, Auditing, SEC filings, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Revenue Recognition, CPA, Forecasting
Education
University of California, Santa Barbara 1987 — 1990
Bachelor of Arts (B.A.), business economics
Notre Dame High School
MyLifeLine.org Cancer Foundation March 2015 - Present
MDValuate June 2014 - Present
Heatwurx, Inc. August 2012 - June 2014
Health Grades, Inc. July 2006 - July 2012
Health Grades, Inc. May 2001 - July 2006
Health Grades, Inc. March 2000 - May 2001
Health Grades, Inc. September 1997 - March 2000
Ernst & Young May 1994 - September 1997
Coopers & Lybrand January 1991 - April 1994
Skills
Accounting, Audit, Mergers, SEC reporting, Financial Reporting, Auditing, SEC filings, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Revenue Recognition, CPA, Forecasting
Education
University of California, Santa Barbara 1987 — 1990
Bachelor of Arts (B.A.), business economics
Notre Dame High School
Jeffrey Rudolph Jeffrey Rudolph's Coopers & Lybrand Experience September 1983 - February 1994
Job Partner & Founder at CFO Advisory Group
Industry Financial Services
Experience
CFO Advisory Group October 2010 - Present
American Civil Constructors September 2007 - October 2010
Stonecreek Funding Investment Corp December 2005 - August 2007
Entrust Financial Services, Inc. June 2003 - November 2005
SSDS/Knowledge Workers February 1997 - June 2003
Intelligent Electronics, Inc. February 1994 - February 1997
Coopers & Lybrand September 1983 - February 1994
Skills
Mergers, Corporate Finance, Management Consulting, Management, Strategic Planning, Project Management
Education
University of Denver - Daniels College of Business 1987 — 1989
MBA, Finance
Wittenberg University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
CFO Advisory Group October 2010 - Present
American Civil Constructors September 2007 - October 2010
Stonecreek Funding Investment Corp December 2005 - August 2007
Entrust Financial Services, Inc. June 2003 - November 2005
SSDS/Knowledge Workers February 1997 - June 2003
Intelligent Electronics, Inc. February 1994 - February 1997
Coopers & Lybrand September 1983 - February 1994
Skills
Mergers, Corporate Finance, Management Consulting, Management, Strategic Planning, Project Management
Education
University of Denver - Daniels College of Business 1987 — 1989
MBA, Finance
Wittenberg University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Rob Dailey Rob Dailey's Coopers & Lybrand Experience January 1989 - December 1992
Job Managing Director Portfolio Management at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource October 2000 - Present
Fleet Capital/Barclays Business Credit December 1992 - October 2000
Coopers & Lybrand January 1989 - December 1992
Education
University of Connecticut 1984 — 1988
BS, Accounting
CapitalSource October 2000 - Present
Fleet Capital/Barclays Business Credit December 1992 - October 2000
Coopers & Lybrand January 1989 - December 1992
Education
University of Connecticut 1984 — 1988
BS, Accounting
Christopher Lundstrom's Coopers & Lybrand Experience April 1997 - April 1999
Job Partner/GM
Industry International Trade and Development
Experience
Doro North America April 2012 - Present
Oakpoint, LLC April 2007 - Present
AFS Technologies, Inc. October 2006 - March 2007
Lectra USA Inc. April 2005 - October 2006
G-Log April 2000 - March 2005
PricewaterhouseCoopers May 1999 - April 2000
Coopers & Lybrand April 1997 - April 1999
Skills
Management, Start-ups, Consulting, Product Management, P&L Management, Business Development, Sales, Emerging Markets, Business Strategy, Management Consulting, Strategy, New Business Development, Marketing, Venture Capital
Education
University of Gothenburg 1993 — 1997
B.Sc., Business Administration & Logistic Management
Doro North America April 2012 - Present
Oakpoint, LLC April 2007 - Present
AFS Technologies, Inc. October 2006 - March 2007
Lectra USA Inc. April 2005 - October 2006
G-Log April 2000 - March 2005
PricewaterhouseCoopers May 1999 - April 2000
Coopers & Lybrand April 1997 - April 1999
Skills
Management, Start-ups, Consulting, Product Management, P&L Management, Business Development, Sales, Emerging Markets, Business Strategy, Management Consulting, Strategy, New Business Development, Marketing, Venture Capital
Education
University of Gothenburg 1993 — 1997
B.Sc., Business Administration & Logistic Management
Sherry (Sherald) Foster's Coopers & Lybrand Experience August 1990 - August 1994
Job VP Tax at Green Plains Renewable Energy
Industry Construction
Experience
Green Plains Renewable Energy April 2014 - Present
MWH Global November 2005 - November 2013
CH2M Hill Companies June 1997 - November 2005
Newmont Mining July 1995 - October 1995
Brockmann, Armour & Co October 1994 - June 1995
Coopers & Lybrand August 1990 - August 1994
Donald T October 1989 - April 1990
Skills
Tax, Auditing, Corporate Tax, Tax Research, Income Tax, Transfer Pricing, Mergers & Acquisitions, Tax Returns, FIN 48, Financial Planners, Project Planning, Corporate Law, Strategic Planning, State Tax, Strategy, International Tax, Sarbanes-Oxley Act, Financial Reporting, CPA, Tax Accounting
Education
University of Hartford
MST, Taxation, Top 10% of class
Univeristy of Colorado Boulder
BA, Political Science/Public Service, Top 5%
Green Plains Renewable Energy April 2014 - Present
MWH Global November 2005 - November 2013
CH2M Hill Companies June 1997 - November 2005
Newmont Mining July 1995 - October 1995
Brockmann, Armour & Co October 1994 - June 1995
Coopers & Lybrand August 1990 - August 1994
Donald T October 1989 - April 1990
Skills
Tax, Auditing, Corporate Tax, Tax Research, Income Tax, Transfer Pricing, Mergers & Acquisitions, Tax Returns, FIN 48, Financial Planners, Project Planning, Corporate Law, Strategic Planning, State Tax, Strategy, International Tax, Sarbanes-Oxley Act, Financial Reporting, CPA, Tax Accounting
Education
University of Hartford
MST, Taxation, Top 10% of class
Univeristy of Colorado Boulder
BA, Political Science/Public Service, Top 5%
Mark Reed, CPA's Coopers & Lybrand Experience 1982 - 1983
Job Vice President of Accounting Operations at Global Dynamic Consulting, Inc.
Industry Accounting
Experience
Global Dynamic Consulting, Inc. April 2015 - Present
Consulting - Porsche Cars North America May 2012 - Present
U. S. Security Associates, Inc. December 2004 - May 2012
U.S. Security Associates, Inc. April 2000 - December 2004
American InterContinental University February 1997 - March 2000
Catalina Homes, Inc. March 1987 - September 1989
Koivu, Ruta & Felsing 1983 - 1987
Coopers & Lybrand 1982 - 1983
Skills
Payroll, Budgets, Financial Reporting, Accounting, Tax, Accounts Payable, Corporate Finance, Invoicing, Internal Controls, Auditing, GAAP, Management
Education
University of Central Florida
BSBA, Accounting
Global Dynamic Consulting, Inc. April 2015 - Present
Consulting - Porsche Cars North America May 2012 - Present
U. S. Security Associates, Inc. December 2004 - May 2012
U.S. Security Associates, Inc. April 2000 - December 2004
American InterContinental University February 1997 - March 2000
Catalina Homes, Inc. March 1987 - September 1989
Koivu, Ruta & Felsing 1983 - 1987
Coopers & Lybrand 1982 - 1983
Skills
Payroll, Budgets, Financial Reporting, Accounting, Tax, Accounts Payable, Corporate Finance, Invoicing, Internal Controls, Auditing, GAAP, Management
Education
University of Central Florida
BSBA, Accounting
Deborah Toth Armijo's Coopers & Lybrand Experience September 1989 - March 1992
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 1997 - Present
Toth Consulting Inc. April 1992 - April 1997
Coopers & Lybrand September 1989 - March 1992
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
MBA, Economics
University of Colorado Boulder 1983 — 1988
BA, Mathematics, Computer Science
JPMorgan Chase March 1997 - Present
Toth Consulting Inc. April 1992 - April 1997
Coopers & Lybrand September 1989 - March 1992
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
MBA, Economics
University of Colorado Boulder 1983 — 1988
BA, Mathematics, Computer Science
Jim Tallant's Coopers & Lybrand Experience 1989 - 1993
Job President Exigent Information Solutions
Industry Computer Software
Experience
Exigent Information Solutions 2006 - Present
Avanade 2004 - 2006
HBW 1997 - 2004
Echo Bay Mines 1993 - 1997
Coopers & Lybrand 1989 - 1993
Louisiana Land & Exploration Company 1985 - 1988
NICOR Exploration Company 1984 - 1985
Gulf Oil Corporation 1980 - 1984
Skills
Gas Processing, Software Implementation, Software Development, Energy, Oil, Gas, Upstream, Process Engineering, Management Consulting, Project Execution, Business Process, Accounting, Project Planning, Contract Management, Business Analysis, Business Strategy, Integration, Procurement, Project Management, Petroleum, CRM, Natural Gas, Business Intelligence, Change Management, Analysis, ERP
Education
University of Colorado at Boulder 1976 — 1980
Bachelor of Science, Accounting
Denver Seminary 1990 — 1995
Master of Divinity, Theology
Exigent Information Solutions 2006 - Present
Avanade 2004 - 2006
HBW 1997 - 2004
Echo Bay Mines 1993 - 1997
Coopers & Lybrand 1989 - 1993
Louisiana Land & Exploration Company 1985 - 1988
NICOR Exploration Company 1984 - 1985
Gulf Oil Corporation 1980 - 1984
Skills
Gas Processing, Software Implementation, Software Development, Energy, Oil, Gas, Upstream, Process Engineering, Management Consulting, Project Execution, Business Process, Accounting, Project Planning, Contract Management, Business Analysis, Business Strategy, Integration, Procurement, Project Management, Petroleum, CRM, Natural Gas, Business Intelligence, Change Management, Analysis, ERP
Education
University of Colorado at Boulder 1976 — 1980
Bachelor of Science, Accounting
Denver Seminary 1990 — 1995
Master of Divinity, Theology
Chad Elliott's Coopers & Lybrand Experience December 1993 - February 1995
Job IT Operations Manager at Beebe Healthcare
Industry Hospital & Health Care
Experience
Beebe Healthcare June 2014 - Present
Mountaire Farms April 2013 - June 2014
The Coffee Artisan, LLC February 2007 - May 2013
Merck & Co. May 1998 - April 2013
Delaware Public Employees Retirement System March 1995 - May 1998
Coopers & Lybrand December 1993 - February 1995
Skills
SharePoint, ITIL, IT Service Management, Cross-functional Team..., Disaster Recovery, Active Directory, Management, Microsoft Exchange, Infrastructure, Project Planning, Information Technology, PRINCE2, Virtualization, Microsoft SQL Server, VMware, IT Management, IT Strategy, IT Operations, Leadership, Business Intelligence, Vendor Management, ERP, Business Process, Software Documentation, Visio, Project Portfolio..., Business Analysis, Process Improvement, Integration, Project Management, Change Management, Pharmaceutical Industry, Business Continuity
Education
University of Delaware 1988 — 1994
BSBA & BSAC, Finance, Accounting, MIS
A.I. duPont 1984 — 1988
Beebe Healthcare June 2014 - Present
Mountaire Farms April 2013 - June 2014
The Coffee Artisan, LLC February 2007 - May 2013
Merck & Co. May 1998 - April 2013
Delaware Public Employees Retirement System March 1995 - May 1998
Coopers & Lybrand December 1993 - February 1995
Skills
SharePoint, ITIL, IT Service Management, Cross-functional Team..., Disaster Recovery, Active Directory, Management, Microsoft Exchange, Infrastructure, Project Planning, Information Technology, PRINCE2, Virtualization, Microsoft SQL Server, VMware, IT Management, IT Strategy, IT Operations, Leadership, Business Intelligence, Vendor Management, ERP, Business Process, Software Documentation, Visio, Project Portfolio..., Business Analysis, Process Improvement, Integration, Project Management, Change Management, Pharmaceutical Industry, Business Continuity
Education
University of Delaware 1988 — 1994
BSBA & BSAC, Finance, Accounting, MIS
A.I. duPont 1984 — 1988
Eva Dooley's Coopers & Lybrand Experience 1993 - 1996
Job Owner, Dooley Noted, LLC
Industry Accounting
Experience
Dooley Noted, LLC ConsultantMajor Oak Consulting Services at VerintJanuary 2007 - Present
Chanel January 2000 - February 2004
Chanel, Inc. 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
PMO, Project Management, Data Integration, Strategic Planning, IT Management, Management, Auditing, Budgets, Management Consulting
Education
University of Delaware 1989 — 1993
Business Adminnistration, Accoutning
NPHS 1985 — 1989
Dooley Noted, LLC ConsultantMajor Oak Consulting Services at VerintJanuary 2007 - Present
Chanel January 2000 - February 2004
Chanel, Inc. 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
PMO, Project Management, Data Integration, Strategic Planning, IT Management, Management, Auditing, Budgets, Management Consulting
Education
University of Delaware 1989 — 1993
Business Adminnistration, Accoutning
NPHS 1985 — 1989
John Loder's Coopers & Lybrand Experience 1992 - 1994
Job Senior Financial Advisor at Union Banc Investment Services
Industry Financial Services
Experience
Union Banc Investment Services 2007 - Present
Merrill Lynch 2005 - 2007
ProClarity 2000 - 2005
Best Software 1998 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Series 7, Analytics, Business Intelligence, Series 63, Business Analysis, Wealth Management, Forecasting, Business Development, Investments, Securities, Asset Managment, Banking, Mutual Funds, Start-ups, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Union Banc Investment Services 2007 - Present
Merrill Lynch 2005 - 2007
ProClarity 2000 - 2005
Best Software 1998 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Series 7, Analytics, Business Intelligence, Series 63, Business Analysis, Wealth Management, Forecasting, Business Development, Investments, Securities, Asset Managment, Banking, Mutual Funds, Start-ups, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Tim Seitter's Coopers & Lybrand Experience 1988 - 1991
Job Vice President Oral Care at Church and Dwight
Industry Consumer Goods
Experience
Church and Dwight February 2006 - Present
Pactiv 2004 - 2006
Spalding Sport World Wide 2000 - 2004
Kraft Foods 1993 - 2000
Coopers & Lybrand 1988 - 1991
Skills
Leadership, Product Development, Consumer Products, Customer Insight, Cross-functional Team..., Competitive Analysis, Product Innovation, Marketing, FMCG, Brand Management, Strategic Planning, P&L Management, Strategy, Marketing Strategy, Management
Education
University of Florida 1991 — 1993
MBA, Marketing and Finance
University of Virginia 1984 — 1988
BS - McIntire School of Commerce, Accounting and Finance
Church and Dwight February 2006 - Present
Pactiv 2004 - 2006
Spalding Sport World Wide 2000 - 2004
Kraft Foods 1993 - 2000
Coopers & Lybrand 1988 - 1991
Skills
Leadership, Product Development, Consumer Products, Customer Insight, Cross-functional Team..., Competitive Analysis, Product Innovation, Marketing, FMCG, Brand Management, Strategic Planning, P&L Management, Strategy, Marketing Strategy, Management
Education
University of Florida 1991 — 1993
MBA, Marketing and Finance
University of Virginia 1984 — 1988
BS - McIntire School of Commerce, Accounting and Finance
Margaret Moggia's Coopers & Lybrand Experience September 1989 - January 1995
Job CFO at West Basin MWD
Industry Utilities
Experience
West Basin MWD February 2005 - Present
Coopers & Lybrand September 1989 - January 1995
Education
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
West Basin MWD February 2005 - Present
Coopers & Lybrand September 1989 - January 1995
Education
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Krista Kendall's Coopers & Lybrand Experience 1993 - 1995
Job VP, Finance at NextLabs
Industry Computer Software
Experience
NextLabs, Inc. February 2013 - Present
NextLabs , Inc. 2006 - Present
NextLabs, Inc. (former BlueJungle, Inc.) 2006 - Present
Sygate Technologies 2000 - 2004
Sygate Technologies (acquired by Symantec) 2000 - 2004
Baan Company November 1998 - January 2000
Baan Company/Aurum Software January 1997 - November 1998
Aurum Software November 1995 - December 1996
Coopers & Lybrand 1993 - 1995
Skills
Start-ups, SaaS, Strategy, Enterprise Software
Education
Trabuco Hills High School
University of California, Santa Barbara
NextLabs, Inc. February 2013 - Present
NextLabs , Inc. 2006 - Present
NextLabs, Inc. (former BlueJungle, Inc.) 2006 - Present
Sygate Technologies 2000 - 2004
Sygate Technologies (acquired by Symantec) 2000 - 2004
Baan Company November 1998 - January 2000
Baan Company/Aurum Software January 1997 - November 1998
Aurum Software November 1995 - December 1996
Coopers & Lybrand 1993 - 1995
Skills
Start-ups, SaaS, Strategy, Enterprise Software
Education
Trabuco Hills High School
University of California, Santa Barbara
Evie Golosow's Coopers & Lybrand Experience August 1980 - June 1985
Job Affiliate at SC Tax Group
Industry Accounting
Experience
SC Tax Group February 2012 - Present
Evelyn W Golosow, CPA October 1990 - Present
Golosow & Torbert LLC November 2003 - January 2012
Golosow & Torbert LLC June 2003 - January 2012
Yale & Seffinger, PC July 1985 - October 1990
Coopers & Lybrand August 1980 - June 1985
Skills
Bookkeeping, QuickBooks, CPA, Tax, Invoicing, Tax Preparation, IRS, Accountants, Accounting, Management, Training, Leadership, Time Management, Expenses, Auditing, Troubleshooting
Education
University of Denver
SC Tax Group February 2012 - Present
Evelyn W Golosow, CPA October 1990 - Present
Golosow & Torbert LLC November 2003 - January 2012
Golosow & Torbert LLC June 2003 - January 2012
Yale & Seffinger, PC July 1985 - October 1990
Coopers & Lybrand August 1980 - June 1985
Skills
Bookkeeping, QuickBooks, CPA, Tax, Invoicing, Tax Preparation, IRS, Accountants, Accounting, Management, Training, Leadership, Time Management, Expenses, Auditing, Troubleshooting
Education
University of Denver
John Alltop's Coopers & Lybrand Experience June 1990 - August 1991
Job President at Bickmore Risk Services
Industry Insurance
Experience
Bickmore Risk Services Managing DirectorBickmore Risk ServicesJune 2001 - May 2012
Pacific Actuarial Consultants June 1998 - June 2001
CalFarm Insurance Company April 1996 - June 1998
Firemans Fund Insurance Company August 1991 - April 1996
Coopers & Lybrand June 1990 - August 1991
United States Department of Defense October 1988 - June 1990
Skills
Workers Compensation, Legal Liability, Property & Casualty..., Risk Management, Insurance, Claims Management, Claim, Professional Liability, Commercial Insurance, Actuarial Science, Liability, Risk Assessment, Casualty, Enterprise Risk..., Captives, Reinsurance, General Insurance, Financial Risk, Underwriting, Umbrella Insurance
Education
University of California, Santa Barbara 1984 — 1990
Bickmore Risk Services Managing DirectorBickmore Risk ServicesJune 2001 - May 2012
Pacific Actuarial Consultants June 1998 - June 2001
CalFarm Insurance Company April 1996 - June 1998
Firemans Fund Insurance Company August 1991 - April 1996
Coopers & Lybrand June 1990 - August 1991
United States Department of Defense October 1988 - June 1990
Skills
Workers Compensation, Legal Liability, Property & Casualty..., Risk Management, Insurance, Claims Management, Claim, Professional Liability, Commercial Insurance, Actuarial Science, Liability, Risk Assessment, Casualty, Enterprise Risk..., Captives, Reinsurance, General Insurance, Financial Risk, Underwriting, Umbrella Insurance
Education
University of California, Santa Barbara 1984 — 1990
Greg Gribble's Coopers & Lybrand Experience July 1994 - March 1998
Job Chief Financial Officer, Adpay, Inc.
Industry Accounting
Experience
Adpay, Inc. October 2013 - Present
G - Squared Consulting, LLC February 2012 - September 2013
Denver Post (MediaNews Group) 2001 - January 2012
PricewaterhouseCoopers July 2000 - August 2001
Orion Capital / Royal & SunAlliance April 1998 - June 2000
Coopers & Lybrand July 1994 - March 1998
Skills
Strategic Planning, Budgeting, Mergers, Contract Negotiation, Accounting, Internal Controls, Financial Analysis, Process Improvement, Due Diligence, Audit, Business Strategy, Analysis, Forecasting, Excel, Risk Management, Negotiation, Business Planning, Financial Modeling, Microsoft Office, Insurance, Financial Management, GAAP, Corporate Finance, Budgets, Auditing, Microsoft Excel, Finance, Leadership, Managerial Finance, Strategic Financial..., Executive Management, Financial Reporting, Investments, Sarbanes-Oxley Act, Financial Planning, Mergers
Education
University of Denver - Daniels College of Business 1989 — 1994
BSBA and MACC, Accounting
Adpay, Inc. October 2013 - Present
G - Squared Consulting, LLC February 2012 - September 2013
Denver Post (MediaNews Group) 2001 - January 2012
PricewaterhouseCoopers July 2000 - August 2001
Orion Capital / Royal & SunAlliance April 1998 - June 2000
Coopers & Lybrand July 1994 - March 1998
Skills
Strategic Planning, Budgeting, Mergers, Contract Negotiation, Accounting, Internal Controls, Financial Analysis, Process Improvement, Due Diligence, Audit, Business Strategy, Analysis, Forecasting, Excel, Risk Management, Negotiation, Business Planning, Financial Modeling, Microsoft Office, Insurance, Financial Management, GAAP, Corporate Finance, Budgets, Auditing, Microsoft Excel, Finance, Leadership, Managerial Finance, Strategic Financial..., Executive Management, Financial Reporting, Investments, Sarbanes-Oxley Act, Financial Planning, Mergers
Education
University of Denver - Daniels College of Business 1989 — 1994
BSBA and MACC, Accounting
Jim Euphrat's Coopers & Lybrand Experience 1976 - 1979
Job Tax Manager at GD NASSCO
Industry Shipbuilding
Experience
GD NASSCO October 1979 - Present
Coopers & Lybrand 1976 - 1979
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Accounting, Tax, and Finance
University of California, San Diego 1968 — 1972
BA, Economics
GD NASSCO October 1979 - Present
Coopers & Lybrand 1976 - 1979
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Accounting, Tax, and Finance
University of California, San Diego 1968 — 1972
BA, Economics
Susan Sowl's Coopers & Lybrand Experience September 1996 - July 1998
Job Accounting Executive/Consultant at Greater Denver Area
Industry Telecommunications
Experience
Greater Denver Area December 2012 - Present
The TriZetto Group April 2012 - November 2012
tw telecom, inc. July 2007 - March 2012
Two Degrees 2004 - 2007
Voyant Technologies, Inc May 2001 - June 2004
Convergent Group Corporation September 2000 - May 2001
Etinuum, Inc January 2000 - September 2000
PricewaterhouseCoopers LLP July 1998 - January 2000
Coopers & Lybrand September 1996 - July 1998
Skills
Auditing, Accounting, Internal Controls, General Ledger, Accounts Payable, SEC filings, Mergers, Due Diligence, Payroll, Sarbanes-Oxley, Accounts Receivable, Sarbanes-Oxley Act, Financial Reporting, GAAP, Financial Analysis, Internal Audit, US GAAP, Revenue Recognition, Forecasting, Financial Accounting, Financial Modeling, Process Improvement, CPA, Managerial Finance, Financial Statements, Mergers & Acquisitions, Cash Management, Account Reconciliation, Variance Analysis, Analysis, Strategic Financial..., Invoicing, Cash Flow, Hyperion Enterprise, Tax, Finance, Cost Accounting, Consolidation, Treasury, Management, Corporate Finance, Sales Tax, Acquisition Integration, Financial Planning, SEC Filings
Education
University of Denver 1992 — 1996
Masters of Accounting and Bachelors of Science, Accounting
Greater Denver Area December 2012 - Present
The TriZetto Group April 2012 - November 2012
tw telecom, inc. July 2007 - March 2012
Two Degrees 2004 - 2007
Voyant Technologies, Inc May 2001 - June 2004
Convergent Group Corporation September 2000 - May 2001
Etinuum, Inc January 2000 - September 2000
PricewaterhouseCoopers LLP July 1998 - January 2000
Coopers & Lybrand September 1996 - July 1998
Skills
Auditing, Accounting, Internal Controls, General Ledger, Accounts Payable, SEC filings, Mergers, Due Diligence, Payroll, Sarbanes-Oxley, Accounts Receivable, Sarbanes-Oxley Act, Financial Reporting, GAAP, Financial Analysis, Internal Audit, US GAAP, Revenue Recognition, Forecasting, Financial Accounting, Financial Modeling, Process Improvement, CPA, Managerial Finance, Financial Statements, Mergers & Acquisitions, Cash Management, Account Reconciliation, Variance Analysis, Analysis, Strategic Financial..., Invoicing, Cash Flow, Hyperion Enterprise, Tax, Finance, Cost Accounting, Consolidation, Treasury, Management, Corporate Finance, Sales Tax, Acquisition Integration, Financial Planning, SEC Filings
Education
University of Denver 1992 — 1996
Masters of Accounting and Bachelors of Science, Accounting
Scott McGinness's Coopers & Lybrand Experience 1992 - 1995
Job Chief Financial Officer at Cohen Asset Management, Inc.
Industry Real Estate
Experience
Cohen Asset Management, Inc. February 2010 - Present
BentleyForbes 2007 - February 2010
Becker Executive Search 2001 - 2006
The Macerich Company 1997 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Financial Reporting, Asset Management, Risk Management, Debt Restructuring, Real Estate Financing, Real Estate Transactions, Investments, Accounting, Corporate Finance, Compliance, Tax, Due Diligence, Financial Modeling, Real Estate, Financial Analysis, Cash Flow, Financial Management, Internal Controls, Investor Relations, Restructuring, Cash Management, Forecasting, Audit, Debt, GAAP, Joint Ventures, Negotiation, Executive Management, Capital Markets, Start-ups, Budgeting, Auditing, Real Estate Investment, Asset Managment, Disposition, Acquisitions, Valuation, Private Equity, Real Estate Development, SEC filings, Commercial Real Estate, Real Estate Economics
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Cohen Asset Management, Inc. February 2010 - Present
BentleyForbes 2007 - February 2010
Becker Executive Search 2001 - 2006
The Macerich Company 1997 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Financial Reporting, Asset Management, Risk Management, Debt Restructuring, Real Estate Financing, Real Estate Transactions, Investments, Accounting, Corporate Finance, Compliance, Tax, Due Diligence, Financial Modeling, Real Estate, Financial Analysis, Cash Flow, Financial Management, Internal Controls, Investor Relations, Restructuring, Cash Management, Forecasting, Audit, Debt, GAAP, Joint Ventures, Negotiation, Executive Management, Capital Markets, Start-ups, Budgeting, Auditing, Real Estate Investment, Asset Managment, Disposition, Acquisitions, Valuation, Private Equity, Real Estate Development, SEC filings, Commercial Real Estate, Real Estate Economics
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Scott Roberg's Coopers & Lybrand Experience 1989 - 1991
Job CFO at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. June 2005 - Present
Fiserv Securities, Inc. 2001 - 2005
Coopers & Lybrand 1989 - 1991
McGaldrey & Pullen 1988 - 1989
Education
University of Denver 1975 — 1978
Advisors Asset Management, Inc. June 2005 - Present
Fiserv Securities, Inc. 2001 - 2005
Coopers & Lybrand 1989 - 1991
McGaldrey & Pullen 1988 - 1989
Education
University of Denver 1975 — 1978
Kelly Novak's Coopers & Lybrand Experience June 1992 - September 1994
Job Director of Financial & Operational Audit at The New York Times Company
Industry Publishing
Experience
News Corporation December 2007 - March 2010
DOW JONES & COMPANY, INC & News Corporation January 1993 - March 2010
The Ayers Group 2010 - 2010
Dow Jones & Company January 2000 - January 2004
Dow Jones & Company January 1997 - January 2000
Dow Jones & Company January 1993 - January 1997
Coopers & Lybrand June 1992 - September 1994
COOPERS & LYBRAND (PRICEWATERHOUSECOOPERS) January 1991 - January 1993
Education
University of Delaware 1988 — 1991
University of Delaware
B.S, Accounting
News Corporation December 2007 - March 2010
DOW JONES & COMPANY, INC & News Corporation January 1993 - March 2010
The Ayers Group 2010 - 2010
Dow Jones & Company January 2000 - January 2004
Dow Jones & Company January 1997 - January 2000
Dow Jones & Company January 1993 - January 1997
Coopers & Lybrand June 1992 - September 1994
COOPERS & LYBRAND (PRICEWATERHOUSECOOPERS) January 1991 - January 1993
Education
University of Delaware 1988 — 1991
University of Delaware
B.S, Accounting
Jonathan O'Brien's Coopers & Lybrand Experience September 1995 - April 1996
Job Chief Financial Officer at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP September 2015 - Present
LumiFi January 2015 - August 2015
The Boston Consulting Group January 2011 - December 2014
Fidelity Worldwide Investment August 1999 - December 2010
Invesco Ltd. April 1996 - July 1999
Coopers & Lybrand September 1995 - April 1996
KPMG UK September 1990 - June 1995
Skills
Asset Managment, Mutual Funds, Internal Controls, SAS70, Investments, Capital Markets, Venture Capital, Asset Management, Corporate Finance, Private Equity, Due Diligence, Financial Services, Valuation, Finance, Financial Modeling, Investment Management, Emerging Markets, Hedge Funds, Investment Banking, Mergers & Acquisitions, Management
Education
Institute of Chartered Accountants in England and Wales 1990 — 1994
Chartered Accountant, FCA
University of Exeter 1986 — 1990
Bachelor of Arts (BA), Economics and Politics
Proskauer Rose LLP September 2015 - Present
LumiFi January 2015 - August 2015
The Boston Consulting Group January 2011 - December 2014
Fidelity Worldwide Investment August 1999 - December 2010
Invesco Ltd. April 1996 - July 1999
Coopers & Lybrand September 1995 - April 1996
KPMG UK September 1990 - June 1995
Skills
Asset Managment, Mutual Funds, Internal Controls, SAS70, Investments, Capital Markets, Venture Capital, Asset Management, Corporate Finance, Private Equity, Due Diligence, Financial Services, Valuation, Finance, Financial Modeling, Investment Management, Emerging Markets, Hedge Funds, Investment Banking, Mergers & Acquisitions, Management
Education
Institute of Chartered Accountants in England and Wales 1990 — 1994
Chartered Accountant, FCA
University of Exeter 1986 — 1990
Bachelor of Arts (BA), Economics and Politics
Lisa Nichols's Coopers & Lybrand Experience 1985 - 1989
Job Global VP, Tax & Treasury at The Reader's Digest Association
Industry Accounting
Experience
The Reader's Digest Association January 2015 - Present
The Sun Products Corporation September 2008 - February 2014
Playtex Products, Inc 2005 - 2008
Remington Products 1999 - 2004
United States Surgical Corporation 1992 - 1999
Timex Corporation 1989 - 1992
Coopers & Lybrand 1985 - 1989
Skills
Financial Analysis, Forecasting, Acquisition Integration, Process Improvement, Mergers, Budgets, Financial Modeling, Strategic Planning, Private Equity, Consumer Products, Corporate Tax, Risk Management, Treasury, Business Planning, Accounting, Mergers & Acquisitions, General Ledger, Tax, Analysis, Corporate Finance, Strategic Financial..., Due Diligence, Account Reconciliation, CPA, Financial Planning
Education
University of Hartford
Master's degree, Taxation
The Reader's Digest Association January 2015 - Present
The Sun Products Corporation September 2008 - February 2014
Playtex Products, Inc 2005 - 2008
Remington Products 1999 - 2004
United States Surgical Corporation 1992 - 1999
Timex Corporation 1989 - 1992
Coopers & Lybrand 1985 - 1989
Skills
Financial Analysis, Forecasting, Acquisition Integration, Process Improvement, Mergers, Budgets, Financial Modeling, Strategic Planning, Private Equity, Consumer Products, Corporate Tax, Risk Management, Treasury, Business Planning, Accounting, Mergers & Acquisitions, General Ledger, Tax, Analysis, Corporate Finance, Strategic Financial..., Due Diligence, Account Reconciliation, CPA, Financial Planning
Education
University of Hartford
Master's degree, Taxation
Jeff McGonigle, CPA's Coopers & Lybrand Experience August 1987 - September 1990
Job Financial Analyst/Business Partner WWOPS Finance, Systems Operations Finance at Oracle Corporation
Industry Computer Networking
Experience
Oracle Corporation February 2010 - Present
Sun Microsystems August 2005 - January 2010
StorageTek January 1995 - August 2005
Bookkeeps April 1991 - February 1995
City of Boulder, CO August 1994 - January 1995
Coopers & Lybrand August 1987 - September 1990
Skills
Strategic Planning
Education
University of Colorado Boulder 1991 — 1996
Bachelor's degree - Accounting, Finance and Accounting
Oracle Corporation February 2010 - Present
Sun Microsystems August 2005 - January 2010
StorageTek January 1995 - August 2005
Bookkeeps April 1991 - February 1995
City of Boulder, CO August 1994 - January 1995
Coopers & Lybrand August 1987 - September 1990
Skills
Strategic Planning
Education
University of Colorado Boulder 1991 — 1996
Bachelor's degree - Accounting, Finance and Accounting
Karen Brand, CPA's Coopers & Lybrand Experience September 1990 - June 1998
Job Independent Accounting Professional
Industry Accounting
Experience
Karen Brand, CPA September 2001 - Present
PricewaterhouseCoopers 1990 - 2001
Coopers & Lybrand September 1990 - June 1998
Skills
Accounting, Payroll
Education
University of California, Santa Barbara 1986 — 1990
BS, Econ
Karen Brand, CPA September 2001 - Present
PricewaterhouseCoopers 1990 - 2001
Coopers & Lybrand September 1990 - June 1998
Skills
Accounting, Payroll
Education
University of California, Santa Barbara 1986 — 1990
BS, Econ
James Meehan's Coopers & Lybrand Experience 1991 - 1994
Job Forensics Partner at PwC Specializing in regulatory investigations and anticorruption compliance
Industry Accounting
Experience
PricewaterhouseCoopers October 2000 - Present
Matson, Driscoll & Damico LLP July 1994 - October 2000
Coopers & Lybrand 1991 - 1994
Skills
FCPA, Anti-corruption, Internal Investigations, Securities Litigation, Forensic Accounting, CPA, Fraud, Forensic Analysis, Due Diligence, Corporate Governance, Internal Controls, Litigation Support, SEC Filings, SEC filings
Education
University of California, Santa Barbara 1986 — 1990
BA Business Economics, Accounting
PricewaterhouseCoopers October 2000 - Present
Matson, Driscoll & Damico LLP July 1994 - October 2000
Coopers & Lybrand 1991 - 1994
Skills
FCPA, Anti-corruption, Internal Investigations, Securities Litigation, Forensic Accounting, CPA, Fraud, Forensic Analysis, Due Diligence, Corporate Governance, Internal Controls, Litigation Support, SEC Filings, SEC filings
Education
University of California, Santa Barbara 1986 — 1990
BA Business Economics, Accounting
Catherine Maclin's Coopers & Lybrand Experience 1986 - 1994
Job Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 1997 - 2004
Vanguard 1994 - 1997
Coopers & Lybrand 1986 - 1994
Skills
Project Management, Business Planning, Technology Planning, Management Reporting, Financial Reporting, Sales Compensation, Microsoft Office, Team Management, Business Process..., Agile Project Management, Agile & Waterfall..., Visio, Presentation Development, Data Analysis, Databases, CRM databases, Scorecard, Dashboard, Process Excellence, SharePoint, Software Documentation, Sales Operations, Sales Management, Financial Modeling, Strategic Financial..., IT Audit, Internal Controls, Accounting, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Business Analysis, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Services, Internal Audit, Investment Management, Investments, Leadership, Management, Mutual Funds, PMO, Portfolio Management, Process Improvement, Program Management
Education
University of Delaware
Bachelor of Arts (B.A.), International Relations
Harrisburg Area Community College
Accounting and Business Law
Vanguard January 2011 - Present
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 1997 - 2004
Vanguard 1994 - 1997
Coopers & Lybrand 1986 - 1994
Skills
Project Management, Business Planning, Technology Planning, Management Reporting, Financial Reporting, Sales Compensation, Microsoft Office, Team Management, Business Process..., Agile Project Management, Agile & Waterfall..., Visio, Presentation Development, Data Analysis, Databases, CRM databases, Scorecard, Dashboard, Process Excellence, SharePoint, Software Documentation, Sales Operations, Sales Management, Financial Modeling, Strategic Financial..., IT Audit, Internal Controls, Accounting, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Business Analysis, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Services, Internal Audit, Investment Management, Investments, Leadership, Management, Mutual Funds, PMO, Portfolio Management, Process Improvement, Program Management
Education
University of Delaware
Bachelor of Arts (B.A.), International Relations
Harrisburg Area Community College
Accounting and Business Law
Kim Opel's Coopers & Lybrand Experience September 1994 - November 1997
Job Sr Manager Accounting at Capital Group
Industry Financial Services
Experience
Capital Group December 1997 - Present
Coopers & Lybrand September 1994 - November 1997
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, Financial Analysis, SEC filings, Mutual Funds, Financial Modeling, GAAP, Internal Controls
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Capital Group December 1997 - Present
Coopers & Lybrand September 1994 - November 1997
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, Financial Analysis, SEC filings, Mutual Funds, Financial Modeling, GAAP, Internal Controls
Education
University of California, Santa Barbara 1990 — 1994
Business Economics, Accounting
Corey Maysles's Coopers & Lybrand Experience 1997 - 1999
Job CEO of Indivo, Inc.
Industry Marketing and Advertising
Experience
Indivo July 1995 - Present
PricewaterhouseCoopers 1997 - 1999
Coopers & Lybrand 1997 - 1999
Skills
Marketing Strategy, Email Marketing, Mobile Marketing, E-commerce, Brand Management, Integrated Marketing, Marketing, Advertising, Web Development, Strategic Partnerships, Web Analytics, Event Planning, Digital Marketing, Social Media, SEM, Strategy, Marketing Communications, Online Marketing, Direct Mail, Online Advertising, Social Media Marketing, Start-ups, Marketing Management, Direct Marketing, Brand Development, Entrepreneurship, Graphic Design, Lead Generation, Market Planning, SEO, Digital Media, Website Development, B2B, Relationship Marketing, Google Analytics, Marketing Research, Small Business, Social Networking, Sponsorship, PPC, Creative Direction
Education
University of Florida 1991 — 1997
Masters, Accounting
Indivo July 1995 - Present
PricewaterhouseCoopers 1997 - 1999
Coopers & Lybrand 1997 - 1999
Skills
Marketing Strategy, Email Marketing, Mobile Marketing, E-commerce, Brand Management, Integrated Marketing, Marketing, Advertising, Web Development, Strategic Partnerships, Web Analytics, Event Planning, Digital Marketing, Social Media, SEM, Strategy, Marketing Communications, Online Marketing, Direct Mail, Online Advertising, Social Media Marketing, Start-ups, Marketing Management, Direct Marketing, Brand Development, Entrepreneurship, Graphic Design, Lead Generation, Market Planning, SEO, Digital Media, Website Development, B2B, Relationship Marketing, Google Analytics, Marketing Research, Small Business, Social Networking, Sponsorship, PPC, Creative Direction
Education
University of Florida 1991 — 1997
Masters, Accounting
Tammy (Ouellette) Gerenser's Coopers & Lybrand Experience September 1988 - April 1992
Job Controller, lynda.com at LinkedIn
Industry E-Learning
Experience
lynda.com June 2012 - Present
Inogen June 2011 - June 2012
Mentor / Ethicon December 1996 - April 2011
Toyota Motor Credit Corporation May 1992 - September 1996
Coopers & Lybrand September 1988 - April 1992
Skills
Accounting, SEC reporting, Audit, SOX, Financial Reporting, Budgeting, Auditing, US GAAP, JD Edwards, GAAP, Internal Controls, Microsoft Excel, SEC filings, Variance Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Analysis, Forecasting, Due Diligence, Accounts Payable, External Audit, Finance, Budgets, Internal Audit, Process Improvement, Cost Accounting, Managerial Finance, Sarbanes-Oxley, General Ledger, Fixed Assets
Education
University of California, Santa Barbara
B.A., Business Economics with emphasis in Accounting
lynda.com June 2012 - Present
Inogen June 2011 - June 2012
Mentor / Ethicon December 1996 - April 2011
Toyota Motor Credit Corporation May 1992 - September 1996
Coopers & Lybrand September 1988 - April 1992
Skills
Accounting, SEC reporting, Audit, SOX, Financial Reporting, Budgeting, Auditing, US GAAP, JD Edwards, GAAP, Internal Controls, Microsoft Excel, SEC filings, Variance Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Analysis, Forecasting, Due Diligence, Accounts Payable, External Audit, Finance, Budgets, Internal Audit, Process Improvement, Cost Accounting, Managerial Finance, Sarbanes-Oxley, General Ledger, Fixed Assets
Education
University of California, Santa Barbara
B.A., Business Economics with emphasis in Accounting
Margaret Moggia's Coopers & Lybrand Experience September 1989 - January 1995
Job CFO at West Basin Municipal Water District
Industry Government Administration
Experience
California Municipal Treasurer's Association April 2015 - Present
West Basin Municipal Water District July 2006 - Present
West/Central Basin MWD February 1995 - June 2006
Coopers & Lybrand September 1989 - January 1995
Skills
Auditing, Financial Reporting, Financial Modeling, Financial Analysis, Financial Control, Policy/Procedure..., Investments, Debt Management, Staff Development, Staff Mentoring, Budgeting, Cash Management, Mentoring, Purchasing Management, Cash Flow, Budget Oversight, Rates, Contract Review, Government, IT Governance, Government Accounting, Team Leadership, Local Government Finance, Public Sector Budgeting, Public Sector Financial..., Financial Audits, Budgets, Risk Management, Accounting, General Ledger, Finance, Capital Budgeting, Contract Management, Financial Forecasting, Financial Statements, GAAP, Governance, Policy, Public Finance, Purchase Management, Strategic Financial..., Treasury, Treasury Management, Cash Flow Forecasting, Financial Accounting, Managerial Finance, Municipalities, Public Administration, Public/private..., Internal Controls
Education
University of California, Santa Barbara 1985 — 1989
BA, Accounting
California Municipal Treasurer's Association April 2015 - Present
West Basin Municipal Water District July 2006 - Present
West/Central Basin MWD February 1995 - June 2006
Coopers & Lybrand September 1989 - January 1995
Skills
Auditing, Financial Reporting, Financial Modeling, Financial Analysis, Financial Control, Policy/Procedure..., Investments, Debt Management, Staff Development, Staff Mentoring, Budgeting, Cash Management, Mentoring, Purchasing Management, Cash Flow, Budget Oversight, Rates, Contract Review, Government, IT Governance, Government Accounting, Team Leadership, Local Government Finance, Public Sector Budgeting, Public Sector Financial..., Financial Audits, Budgets, Risk Management, Accounting, General Ledger, Finance, Capital Budgeting, Contract Management, Financial Forecasting, Financial Statements, GAAP, Governance, Policy, Public Finance, Purchase Management, Strategic Financial..., Treasury, Treasury Management, Cash Flow Forecasting, Financial Accounting, Managerial Finance, Municipalities, Public Administration, Public/private..., Internal Controls
Education
University of California, Santa Barbara 1985 — 1989
BA, Accounting
Carl Apel, CPA,'s Coopers & Lybrand Experience 1979 - 1984
Job Managing Director Financial Controlling at ANH Refractories
Industry Mining & Metals
Experience
ANH Refractories October 2000 - Present
Coopers & Lybrand 1979 - 1984
Education
University of Dayton 1974 — 1978
BSBA, Accounting
ANH Refractories October 2000 - Present
Coopers & Lybrand 1979 - 1984
Education
University of Dayton 1974 — 1978
BSBA, Accounting
Steven J Morris's Coopers & Lybrand Experience 1980 - 1982
Job CEO at GMG Arizona, LLC
Industry Restaurants
Experience
GMG Arizona, LLC January 2013 - Present
SJM Enterprise Group, LLC May 2012 - Present
Jewish Federation of San Diego County August 2009 - April 2012
SJM Growth Partners, LLC January 2003 - July 2009
Panarizona, LLC December 2004 - December 2006
SJM Enterprise Group, LLC January 1987 - January 2003
McDonald's 1987 - 2003
Coopers & Lybrand 1980 - 1982
Skills
Marketing, Team Building, Operations Management, P&L Responsibility, Strategic Planning, Non-profits, Accounting, Management, Leadership, Management Consulting, Start-ups, Public Speaking, Mergers, Fundraising, Due Diligence, Strategy, Small Business, Contract Negotiation, Negotiation, Entrepreneurship, Nonprofits
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Accounting
University of Colorado Boulder 1976 — 1980
BS, Economics
GMG Arizona, LLC January 2013 - Present
SJM Enterprise Group, LLC May 2012 - Present
Jewish Federation of San Diego County August 2009 - April 2012
SJM Growth Partners, LLC January 2003 - July 2009
Panarizona, LLC December 2004 - December 2006
SJM Enterprise Group, LLC January 1987 - January 2003
McDonald's 1987 - 2003
Coopers & Lybrand 1980 - 1982
Skills
Marketing, Team Building, Operations Management, P&L Responsibility, Strategic Planning, Non-profits, Accounting, Management, Leadership, Management Consulting, Start-ups, Public Speaking, Mergers, Fundraising, Due Diligence, Strategy, Small Business, Contract Negotiation, Negotiation, Entrepreneurship, Nonprofits
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Accounting
University of Colorado Boulder 1976 — 1980
BS, Economics
Michelle M. Bourassa, MS, RHIA, LHRM, CHP, CCS, CCSP's Coopers & Lybrand Experience August 1997 - March 1998
Job Vice President of Quality and Risk Management at Memorial Hospital Jacksonville
Industry Hospital & Health Care
Experience
Memorial Hospital (Jacksonville, FL) December 2012 - Present
Memorial Hospital Jacksonville July 2011 - December 2012
HCA Shared Services Division February 2008 - July 2011
Central Florida Regional Hospital July 2000 - February 2008
Winter Park Memorial Hospital March 1998 - July 2000
Coopers & Lybrand August 1997 - March 1998
Orlando Regional Health System May 1995 - August 1997
University Surgical Center 1994 - 1996
Education
University of Central Florida 1998 — 2000
MS, Healthcare Administration
University of Central Florida 1995 — 1997
BS, Health Information Management
University of Central Florida 1995 — 1996
Risk Management, Health Care Risk Management Licensure
Memorial Hospital (Jacksonville, FL) December 2012 - Present
Memorial Hospital Jacksonville July 2011 - December 2012
HCA Shared Services Division February 2008 - July 2011
Central Florida Regional Hospital July 2000 - February 2008
Winter Park Memorial Hospital March 1998 - July 2000
Coopers & Lybrand August 1997 - March 1998
Orlando Regional Health System May 1995 - August 1997
University Surgical Center 1994 - 1996
Education
University of Central Florida 1998 — 2000
MS, Healthcare Administration
University of Central Florida 1995 — 1997
BS, Health Information Management
University of Central Florida 1995 — 1996
Risk Management, Health Care Risk Management Licensure
Jack Wynne's Coopers & Lybrand Experience 1983 - 1995
Job Partner at JACC Healthcare Group
Industry Telecommunications
Experience
JACC Healthcare Group September 2014 - Present
Paradigm Healthcare Development August 2012 - Present
AboveNet 2011 - 2012
Tatum LLC October 2005 - May 2011
Clean Diesel Technologies, Inc. April 2010 - January 2011
Arbinet 2006 - 2009
Wassall USA 1996 - 2000
Coopers & Lybrand 1983 - 1995
Skills
Mergers, IPO, Restructuring, SOX, Due Diligence, Business Planning, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, Finance, Management Consulting, Leadership, CPA
Education
University of Connecticut 1979 — 1983
B.S., Accounting
Notre Dame High School 1975 — 1979
JACC Healthcare Group September 2014 - Present
Paradigm Healthcare Development August 2012 - Present
AboveNet 2011 - 2012
Tatum LLC October 2005 - May 2011
Clean Diesel Technologies, Inc. April 2010 - January 2011
Arbinet 2006 - 2009
Wassall USA 1996 - 2000
Coopers & Lybrand 1983 - 1995
Skills
Mergers, IPO, Restructuring, SOX, Due Diligence, Business Planning, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, Finance, Management Consulting, Leadership, CPA
Education
University of Connecticut 1979 — 1983
B.S., Accounting
Notre Dame High School 1975 — 1979
Christine Kwan's Coopers & Lybrand Experience April 1996 - June 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
TECO Energy June 1998 - April 2004
Coopers & Lybrand April 1996 - June 1998
HSN January 1996 - March 1996
Deiter, Stephens & Durham July 1990 - December 1995
Education
University of Florida - Warrington College of Business Administration 1986 — 1990
BSBA, Finance
TECO Energy June 1998 - April 2004
Coopers & Lybrand April 1996 - June 1998
HSN January 1996 - March 1996
Deiter, Stephens & Durham July 1990 - December 1995
Education
University of Florida - Warrington College of Business Administration 1986 — 1990
BSBA, Finance
Carl Schlotman's Coopers & Lybrand Experience October 2006 - April 2008
Job CEO at CAI Insurance Agency
Industry Insurance
Experience
CAI Insurance Agency, Inc. August 1988 - Present
NetVU 2009 - May 2011
CAI Insurance Agency 1990 - 2009
Coopers & Lybrand October 2006 - April 2008
Crum & Forster August 2007 - February 2008
Crum & Forster 1988 - 1992
Skills
Insurance, Commercial Insurance, Employee Benefits, Risk Management, Strategic Planning
Education
University of Cincinnati College of Business 1983 — 1987
Bachelors, Business Administration
St. Xavier High School 1980 — 1983
CAI Insurance Agency, Inc. August 1988 - Present
NetVU 2009 - May 2011
CAI Insurance Agency 1990 - 2009
Coopers & Lybrand October 2006 - April 2008
Crum & Forster August 2007 - February 2008
Crum & Forster 1988 - 1992
Skills
Insurance, Commercial Insurance, Employee Benefits, Risk Management, Strategic Planning
Education
University of Cincinnati College of Business 1983 — 1987
Bachelors, Business Administration
St. Xavier High School 1980 — 1983
Diana Mailly's Coopers & Lybrand Experience September 1988 - September 1992
Job Partner at Mayes & Mailly
Industry Accounting
Experience
Mayes & Mailly September 1992 - Present
Coopers & Lybrand September 1988 - September 1992
Tyler Ellis Tuffley May 1986 - September 1988
Dalby Wendland & Company May 1984 - May 1986
Skills
Business Formation, Income Tax, IRS problem resolution, Estate Planning, Trusts, Tax, Small Business, Estate Tax Planning, Due Diligence, Estate Administration, Partnership Taxation, CPA, Corporate Law, Corporate Tax
Education
University of Colorado Boulder 1977 — 1981
BS, Accounting
Mayes & Mailly September 1992 - Present
Coopers & Lybrand September 1988 - September 1992
Tyler Ellis Tuffley May 1986 - September 1988
Dalby Wendland & Company May 1984 - May 1986
Skills
Business Formation, Income Tax, IRS problem resolution, Estate Planning, Trusts, Tax, Small Business, Estate Tax Planning, Due Diligence, Estate Administration, Partnership Taxation, CPA, Corporate Law, Corporate Tax
Education
University of Colorado Boulder 1977 — 1981
BS, Accounting
Marnie Giunta's Coopers & Lybrand Experience July 1993 - February 1996
Job Experienced Marketing Manager and Personal Fitness & Strength Trainer
Industry Financial Services
Experience
Delaware Technical & Community College January 2011 - Present
FastTrack Fitness December 2010 - Present
Padua Academy March 2006 - Present
Tekmark Global Solutions October 2008 - January 2009
Credit One Financial Solutions November 2006 - September 2008
Synchrogenix July 2005 - February 2006
MBNA February 1996 - March 2005
Coopers & Lybrand July 1993 - February 1996
Skills
Strength Training, Marketing Communications, Teaching, Sports, Athletics, Coaching, Public Speaking, Event Planning, Nonprofits
Education
University of Delaware 1989 — 1993
BS Accounting, Accounting & Management Information Systems
Delaware Technical & Community College January 2011 - Present
FastTrack Fitness December 2010 - Present
Padua Academy March 2006 - Present
Tekmark Global Solutions October 2008 - January 2009
Credit One Financial Solutions November 2006 - September 2008
Synchrogenix July 2005 - February 2006
MBNA February 1996 - March 2005
Coopers & Lybrand July 1993 - February 1996
Skills
Strength Training, Marketing Communications, Teaching, Sports, Athletics, Coaching, Public Speaking, Event Planning, Nonprofits
Education
University of Delaware 1989 — 1993
BS Accounting, Accounting & Management Information Systems
Robert Loewen's Coopers & Lybrand Experience 1988 - 1993
Job COO Hotel Group at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide 2000 - Present
Cendant 2000 - 2006
Coopers & Lybrand 1988 - 1993
Education
University of Delaware 1984 — 1988
BS, Accounting
Wyndham Worldwide 2000 - Present
Cendant 2000 - 2006
Coopers & Lybrand 1988 - 1993
Education
University of Delaware 1984 — 1988
BS, Accounting
Joseph Zukas's Coopers & Lybrand Experience July 1985 - September 1989
Job Director at SymCon, Inc
Industry Information Technology and Services
Experience
SymCon, Inc September 1989 - Present
Coopers & Lybrand July 1985 - September 1989
Coopers & Lybrand 1980 - 1985
Education
University of Detroit Mercy 1978 — 1981
MBA, Finance
SymCon, Inc September 1989 - Present
Coopers & Lybrand July 1985 - September 1989
Coopers & Lybrand 1980 - 1985
Education
University of Detroit Mercy 1978 — 1981
MBA, Finance
Eugene Pringle's Coopers & Lybrand Experience 1979 - 1987
Job Principal and CoFounder of OMA Advisors LLC
Industry Financial Services
Experience
OMA Advisors LLC December 2007 - Present
GE Capital 2000 - 2007
GE Capital 1996 - 2000
Gas Energy Inc. May 1993 - April 1996
ESI Energy 1987 - 1993
Coopers & Lybrand 1979 - 1987
Education
University of Florida
BS, Accounting
OMA Advisors LLC December 2007 - Present
GE Capital 2000 - 2007
GE Capital 1996 - 2000
Gas Energy Inc. May 1993 - April 1996
ESI Energy 1987 - 1993
Coopers & Lybrand 1979 - 1987
Education
University of Florida
BS, Accounting
Kathy Grabarczyk's Coopers & Lybrand Experience June 1988 - December 1993
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale 1998 - Present
Cowen and Company December 1993 - August 1998
Coopers & Lybrand June 1988 - December 1993
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Marketing Communications, Internal Communications, Digital Marketing, Corporate Social..., Copywriting, Strategy, Writing
Education
University of Cincinnati 1979 — 1984
Bernards High School 1976 — 1979
Societe Generale 1998 - Present
Cowen and Company December 1993 - August 1998
Coopers & Lybrand June 1988 - December 1993
Skills
Corporate Communications, Crisis Communications, Strategic Communications, Marketing Communications, Internal Communications, Digital Marketing, Corporate Social..., Copywriting, Strategy, Writing
Education
University of Cincinnati 1979 — 1984
Bernards High School 1976 — 1979
Bonnie Moynihan's Coopers & Lybrand Experience 1987 - 1993
Job Controller at Municipal Securities Rulemaking Board
Industry Financial Services
Experience
Municipal Securities Rulemaking Board (MSRB) September 2008 - Present
Ciba Specialty Chemicals September 1997 - June 2001
The Home Insurance Company October 1994 - September 1997
Marden, Harrison and Kreuter, CPAs October 1993 - October 1994
Coopers & Lybrand 1987 - 1993
Skills
Financial Reporting, US GAAP, General Ledger, US GAAP reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Dynamics GP, Qualified Retirement..., Management, Financial Statements
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Accounting
Municipal Securities Rulemaking Board (MSRB) September 2008 - Present
Ciba Specialty Chemicals September 1997 - June 2001
The Home Insurance Company October 1994 - September 1997
Marden, Harrison and Kreuter, CPAs October 1993 - October 1994
Coopers & Lybrand 1987 - 1993
Skills
Financial Reporting, US GAAP, General Ledger, US GAAP reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Dynamics GP, Qualified Retirement..., Management, Financial Statements
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Accounting
Tina Beshere's Coopers & Lybrand Experience January 1991 - May 1992
Job President at Bettina M Beshere, CPA PA
Industry Accounting
Experience
Bettina M Beshere, CPA PA May 1997 - Present
Orr and Company 1997 - Present
Dynetech Services Corporation 2002 - 2009
Pino Training Organization January 1998 - January 2002
The Pino Training Organization May 1992 - May 1997
Coopers & Lybrand January 1991 - May 1992
KPMG January 1985 - January 1991
Skills
Tax Preparation, Auditing, Accounting, Tax, Budgets, Tax Returns, Corporate Tax, CPA, Tax Advisory
Education
University of Central Florida - College of Business Administration 1981 — 1984
BSBA, Accounting
Bettina M Beshere, CPA PA May 1997 - Present
Orr and Company 1997 - Present
Dynetech Services Corporation 2002 - 2009
Pino Training Organization January 1998 - January 2002
The Pino Training Organization May 1992 - May 1997
Coopers & Lybrand January 1991 - May 1992
KPMG January 1985 - January 1991
Skills
Tax Preparation, Auditing, Accounting, Tax, Budgets, Tax Returns, Corporate Tax, CPA, Tax Advisory
Education
University of Central Florida - College of Business Administration 1981 — 1984
BSBA, Accounting
Roberta Bishop, CPA's Coopers & Lybrand Experience January 1993 - July 1995
Job Independent Accounting Professional
Industry Accounting
Experience
Charlotte Pipe and Foundry January 2000 - July 2004
Osprey January 1998 - January 2000
Disneyland Resort August 1995 - December 1997
Coopers & Lybrand January 1993 - July 1995
Education
University of California, Santa Barbara
BS, Finance
Charlotte Pipe and Foundry January 2000 - July 2004
Osprey January 1998 - January 2000
Disneyland Resort August 1995 - December 1997
Coopers & Lybrand January 1993 - July 1995
Education
University of California, Santa Barbara
BS, Finance
Frank, Snell's Coopers & Lybrand Experience 1973 - 1983
Job Partner, Hughes, Snell & Co.
Industry Accounting
Experience
Hughes, Snell & Co. 2009 - Present
Hughes, Snell & Co. 1983 - Present
Hughes, Snell & Co. CPAs 1983 - 2009
Coopers & Lybrand 1973 - 1983
Arthur Anderson 1969 - 1973
Skills
Income Tax, Tax, Small Business, Financial Analysis, Tax Returns, Financial Reporting, Customer Service, Team Building, QuickBooks, CPA, Tax Preparation, Financial Planning, Accounting, Strategic Planning, Financial Accounting
Education
University of Florida 1964 — 1969
BSBA, Accounting
Hughes, Snell & Co. 2009 - Present
Hughes, Snell & Co. 1983 - Present
Hughes, Snell & Co. CPAs 1983 - 2009
Coopers & Lybrand 1973 - 1983
Arthur Anderson 1969 - 1973
Skills
Income Tax, Tax, Small Business, Financial Analysis, Tax Returns, Financial Reporting, Customer Service, Team Building, QuickBooks, CPA, Tax Preparation, Financial Planning, Accounting, Strategic Planning, Financial Accounting
Education
University of Florida 1964 — 1969
BSBA, Accounting
Paul Weiss's Coopers & Lybrand Experience September 1983 - January 1991
Job Chief Operating Officer at National MS Society
Industry Nonprofit Organization Management
Experience
National MS Society August 2008 - Present
The Leukemia & Lymphoma Society June 1999 - May 2008
National MS Society January 1991 - May 1999
Coopers & Lybrand September 1983 - January 1991
Skills
Volunteer Management, Fundraising, Philanthropy, Non-profits, Board Development, Community Outreach, Budgets, Leadership Development, Strategic Planning, Leadership
Education
The University of Connecticut 1979 — 1983
BS, CPA, Accounting
National MS Society August 2008 - Present
The Leukemia & Lymphoma Society June 1999 - May 2008
National MS Society January 1991 - May 1999
Coopers & Lybrand September 1983 - January 1991
Skills
Volunteer Management, Fundraising, Philanthropy, Non-profits, Board Development, Community Outreach, Budgets, Leadership Development, Strategic Planning, Leadership
Education
The University of Connecticut 1979 — 1983
BS, CPA, Accounting
Nancy Kvaternik's Coopers & Lybrand Experience 1987 - 1990
Job Controller at Amore Construction Company
Industry Construction
Experience
Amore Construction Company Business AnalystPMSI1993 - 1996
Coopers & Lybrand 1987 - 1990
Can/Am Constructors 1985 - 1987
Price Waterhouse 1980 - 1985
Education
University of Florida 1975 — 1979
MACC, Accounting, Computer Science
Amore Construction Company Business AnalystPMSI1993 - 1996
Coopers & Lybrand 1987 - 1990
Can/Am Constructors 1985 - 1987
Price Waterhouse 1980 - 1985
Education
University of Florida 1975 — 1979
MACC, Accounting, Computer Science
Kay Emerson's Coopers & Lybrand Experience December 1979 - May 1982
Job President & Founder at Zillio, Inc
Industry Consumer Goods
Experience
Zillio, Inc February 2001 - Present
Florida Department of Transportation June 1990 - June 1993
Power Up! Software June 1985 - April 1988
City & County of San Francisco, Public Utilities Commission May 1982 - May 1985
Coopers & Lybrand December 1979 - May 1982
Coopers & Lybrand December 1979 - May 1982
Education
University of Hawaii at Manoa 1976 — 1978
MBA, Finance & Accountaing
Vanderbilt University 1970 — 1974
BS in Engr, Systems & Information Science (Computers)
Zillio, Inc February 2001 - Present
Florida Department of Transportation June 1990 - June 1993
Power Up! Software June 1985 - April 1988
City & County of San Francisco, Public Utilities Commission May 1982 - May 1985
Coopers & Lybrand December 1979 - May 1982
Coopers & Lybrand December 1979 - May 1982
Education
University of Hawaii at Manoa 1976 — 1978
MBA, Finance & Accountaing
Vanderbilt University 1970 — 1974
BS in Engr, Systems & Information Science (Computers)
Alisa Moore Copeland's Coopers & Lybrand Experience 1992 - 1995
Job Controller at Samson Oil & Gas
Industry Oil & Energy
Experience
Samson Oil & Gas 2013 - Present
CoBank 2007 - 2013
MacDermid 2005 - 2006
PYR Energy 2001 - 2005
P2 Energy Solutions 1996 - 2000
Merit Energy Company 1995 - 1996
Coopers & Lybrand 1992 - 1995
Skills
Financial Reporting, SEC reporting, SEC filings, Sarbanes-Oxley Act, CPA, US GAAP, Internal Controls, Accounting, General Ledger, Hyperion Enterprise, Financial Accounting, Auditing, SEC Filings, Management
Education
University of Colorado Boulder 1987 — 1992
B.S., Accounting
Samson Oil & Gas 2013 - Present
CoBank 2007 - 2013
MacDermid 2005 - 2006
PYR Energy 2001 - 2005
P2 Energy Solutions 1996 - 2000
Merit Energy Company 1995 - 1996
Coopers & Lybrand 1992 - 1995
Skills
Financial Reporting, SEC reporting, SEC filings, Sarbanes-Oxley Act, CPA, US GAAP, Internal Controls, Accounting, General Ledger, Hyperion Enterprise, Financial Accounting, Auditing, SEC Filings, Management
Education
University of Colorado Boulder 1987 — 1992
B.S., Accounting
Keli Stelmar's Coopers & Lybrand Experience 1993 - 1995
Job
Industry
Experience
coopers & Lybrand 1993 - 1995
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
coopers & Lybrand 1993 - 1995
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Gregory Bonetti's Coopers & Lybrand Experience January 1992 - February 1996
Job Retired
Industry Automotive
Experience
Another Chance for English Setters January 2001 - Present
Advance Auto Parts May 2011 - June 2013
Bonetti Associates, LLC January 2001 - December 2010
Price Waterhouse Coopers January 1997 - March 2001
Coopers & Lybrand January 1992 - February 1996
Computer Task Group 1990 - 1992
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Computer Network..., Computer Repair, Automotive Parts, Project Management, Leadership, Outlook
Education
The University of Connecticut 1970 — 1975
BA, Psych/Biology
Torrington High School 1966 — 1970
College, College
Another Chance for English Setters January 2001 - Present
Advance Auto Parts May 2011 - June 2013
Bonetti Associates, LLC January 2001 - December 2010
Price Waterhouse Coopers January 1997 - March 2001
Coopers & Lybrand January 1992 - February 1996
Computer Task Group 1990 - 1992
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Computer Network..., Computer Repair, Automotive Parts, Project Management, Leadership, Outlook
Education
The University of Connecticut 1970 — 1975
BA, Psych/Biology
Torrington High School 1966 — 1970
College, College
Dana Behar's Coopers & Lybrand Experience April 1997 - April 1998
Job Recruiter
Industry Staffing and Recruiting
Experience
Independent Recruiter September 2006 - Present
Spencer Stuart January 2003 - September 2006
Spencer Stuart January 2000 - January 2003
Deloitte & Touche May 1998 - December 1999
Coopers & Lybrand April 1997 - April 1998
Skills
Executive Search, CRM, Recruiting, Management Consulting, Talent Acquisition
Education
University of California, Santa Barbara 1994 — 1996
M.A., Geography
University of California, Santa Barbara 1989 — 1993
B.A., Environmental Studies
Independent Recruiter September 2006 - Present
Spencer Stuart January 2003 - September 2006
Spencer Stuart January 2000 - January 2003
Deloitte & Touche May 1998 - December 1999
Coopers & Lybrand April 1997 - April 1998
Skills
Executive Search, CRM, Recruiting, Management Consulting, Talent Acquisition
Education
University of California, Santa Barbara 1994 — 1996
M.A., Geography
University of California, Santa Barbara 1989 — 1993
B.A., Environmental Studies
Kerry Caffarelli's Coopers & Lybrand Experience 1993 - 1996
Job Director of Tax & Risk Management at Ed Morse Automotive Group
Industry Automotive
Experience
Ed Morse Automotive Group 2008 - Present
Ed Morse Automotive Group 2001 - 2008
Rexall Sundown/Rexall Showcase 2000 - 2001
Rexall Sundown/Rexall Showcase 1996 - 2000
Coopers & Lybrand 1993 - 1996
Skills
Automotive, Budgets, ADP Payroll, Risk Management, Tax, Profit, Accounting
Education
University of Florida
Master's degree, Accounting
Ed Morse Automotive Group 2008 - Present
Ed Morse Automotive Group 2001 - 2008
Rexall Sundown/Rexall Showcase 2000 - 2001
Rexall Sundown/Rexall Showcase 1996 - 2000
Coopers & Lybrand 1993 - 1996
Skills
Automotive, Budgets, ADP Payroll, Risk Management, Tax, Profit, Accounting
Education
University of Florida
Master's degree, Accounting
Fred Scheing's Coopers & Lybrand Experience July 1981 - August 1981
Job CPA, PFS, CGMA, CMA, MT; Tax Manager, The Siegfried Group
Industry Accounting
Experience
Siegfried Group. LLP 2011 - Present
JP Morgan Private Bank July 2007 - December 2011
Brittingham, Inc May 2004 - July 2007
Lumber Industries, Inc May 2004 - July 2007
B-103 Corporation August 1981 - May 2004
Belfint, Lyons & Shuman, CPAs January 1980 - September 1984
Coopers & Lybrand July 1981 - August 1981
Skills
High Net Worth..., Tax, Tax Compliance, Financial Planning, Trusts, Compliance, Strategic Financial..., Corporate Tax, CPA, Estate Planning, Estate Tax Planning, Investments, Tax Accounting, Accounting, Financial Advisory, Finance, Financial Planners, Auditing, Tax Preparation
Education
Villanova University 1992 — 1994
Masters, Taxation
University of Delaware 1976 — 1979
Bachelor of Science, Accounting
University of Delaware 1972 — 1976
Bachelor of Arts, Economics and English Literature
Siegfried Group. LLP 2011 - Present
JP Morgan Private Bank July 2007 - December 2011
Brittingham, Inc May 2004 - July 2007
Lumber Industries, Inc May 2004 - July 2007
B-103 Corporation August 1981 - May 2004
Belfint, Lyons & Shuman, CPAs January 1980 - September 1984
Coopers & Lybrand July 1981 - August 1981
Skills
High Net Worth..., Tax, Tax Compliance, Financial Planning, Trusts, Compliance, Strategic Financial..., Corporate Tax, CPA, Estate Planning, Estate Tax Planning, Investments, Tax Accounting, Accounting, Financial Advisory, Finance, Financial Planners, Auditing, Tax Preparation
Education
Villanova University 1992 — 1994
Masters, Taxation
University of Delaware 1976 — 1979
Bachelor of Science, Accounting
University of Delaware 1972 — 1976
Bachelor of Arts, Economics and English Literature
Donna Marincas's Coopers & Lybrand Experience 1990 - 1995
Job Interim Controller at CytoSorbents
Industry Accounting
Experience
CytoSorbents February 2014 - Present
Laureate Pharma August 2011 - January 2014
Sandoz Pharmaceuticals June 2010 - August 2011
Bristol-Myers Squibb 1997 - 2010
i-STAT Corporation 1995 - 1997
Coopers & Lybrand 1990 - 1995
Skills
Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Forecasting, Financial Reporting, Variance Analysis, Budgets, Auditing, Leadership, Analysis, Management, SAP, Internal Controls, Mergers & Acquisitions, Accounting, Project Planning, Finance, US GAAP, SEC filings, GAAP, Business Planning, Hyperion Enterprise, Hyperion
Education
University of Delaware 1986 — 1990
B.S, Accounting
CytoSorbents February 2014 - Present
Laureate Pharma August 2011 - January 2014
Sandoz Pharmaceuticals June 2010 - August 2011
Bristol-Myers Squibb 1997 - 2010
i-STAT Corporation 1995 - 1997
Coopers & Lybrand 1990 - 1995
Skills
Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Forecasting, Financial Reporting, Variance Analysis, Budgets, Auditing, Leadership, Analysis, Management, SAP, Internal Controls, Mergers & Acquisitions, Accounting, Project Planning, Finance, US GAAP, SEC filings, GAAP, Business Planning, Hyperion Enterprise, Hyperion
Education
University of Delaware 1986 — 1990
B.S, Accounting
John Leigh's Coopers & Lybrand Experience September 1982 - May 1989
Job Partner at Kunz, Leigh & Associates
Industry Computer Software
Experience
Kunz, Leigh & Associates Vice PresidentManagement Technolgies IncJune 1989 - April 1992
Coopers & Lybrand September 1982 - May 1989
Skills
Business Analysis, Software Project..., Process Improvement, IT Strategy, Management Consulting, Management, Program Management, Team Leadership, Web Development, SDLC, Agile Methodologies, Software Development, Project Management, Business Process..., Strategic Planning, Change Management, Vendor Management
Education
University of Detroit Mercy
BS, Business Administration
Kunz, Leigh & Associates Vice PresidentManagement Technolgies IncJune 1989 - April 1992
Coopers & Lybrand September 1982 - May 1989
Skills
Business Analysis, Software Project..., Process Improvement, IT Strategy, Management Consulting, Management, Program Management, Team Leadership, Web Development, SDLC, Agile Methodologies, Software Development, Project Management, Business Process..., Strategic Planning, Change Management, Vendor Management
Education
University of Detroit Mercy
BS, Business Administration
Maliece Whatley, CPA's Coopers & Lybrand Experience July 1985 - June 1986
Job Lecturer at Armstrong State University
Industry Higher Education
Experience
Armstrong State University August 2014 - Present
Savannah State University August 2001 - July 2014
Howard & Whatley, PC February 1998 - July 2002
Savannah State University September 1995 - December 1999
Lazard, Curlee and Company September 1995 - June 1997
Maliece S. Whatley, CPA May 1989 - May 1995
BellSouth Enterprises, Inc July 1986 - April 1989
Coopers & Lybrand July 1985 - June 1986
Coopers & Lybrand September 1983 - June 1985
Education
University of Georgia - Terry College of Business 1982 — 1983
MAcc, Accounting
University of Georgia - Terry College of Business 1978 — 1982
BBA, Accounting
Armstrong State University August 2014 - Present
Savannah State University August 2001 - July 2014
Howard & Whatley, PC February 1998 - July 2002
Savannah State University September 1995 - December 1999
Lazard, Curlee and Company September 1995 - June 1997
Maliece S. Whatley, CPA May 1989 - May 1995
BellSouth Enterprises, Inc July 1986 - April 1989
Coopers & Lybrand July 1985 - June 1986
Coopers & Lybrand September 1983 - June 1985
Education
University of Georgia - Terry College of Business 1982 — 1983
MAcc, Accounting
University of Georgia - Terry College of Business 1978 — 1982
BBA, Accounting
Salli Thompson's Coopers & Lybrand Experience 1989 - 1993
Job Controller Specialty Networks
Industry Hospital & Health Care
Experience
OptumHealth June 2013 - Present
UnitedHealth Group 2008 - Present
Aetna 1993 - 2008
Coopers & Lybrand 1989 - 1993
Skills
Health Insurance, Financial Reporting, Financial Planning, Acquisition Integration, Compliance, Competitive Analysis, Financial Modeling, Process Improvement, Healthcare, Healthcare Management, Financial Management, Corporate Finance, Expense Management, Variance Analysis, Strategic Financial..., Financial Analysis, Forecasting, Managerial Finance, Internal Audit, Essbase, General Ledger, Auditing, Finance, Sarbanes-Oxley Act, SEC filings, GAAP, US GAAP, Insurance, Accounting, Hyperion Enterprise, Internal Controls, Analysis
Education
University of Connecticut
BS, Accounting
OptumHealth June 2013 - Present
UnitedHealth Group 2008 - Present
Aetna 1993 - 2008
Coopers & Lybrand 1989 - 1993
Skills
Health Insurance, Financial Reporting, Financial Planning, Acquisition Integration, Compliance, Competitive Analysis, Financial Modeling, Process Improvement, Healthcare, Healthcare Management, Financial Management, Corporate Finance, Expense Management, Variance Analysis, Strategic Financial..., Financial Analysis, Forecasting, Managerial Finance, Internal Audit, Essbase, General Ledger, Auditing, Finance, Sarbanes-Oxley Act, SEC filings, GAAP, US GAAP, Insurance, Accounting, Hyperion Enterprise, Internal Controls, Analysis
Education
University of Connecticut
BS, Accounting
Amy Cavasos's Coopers & Lybrand Experience 1993 - 1996
Job Accounting/Finance and Computer Applications
Industry Accounting
Experience
Florida Atlantic University 2005 - Present
Woods Hole Oceanographic Institution 2001 - 2005
Equifax 1998 - 2001
Woods Hole Oceanographic Institution 1996 - 1998
Coopers & Lybrand 1993 - 1996
Education
University of Florida
BS, Accounting
Florida Atlantic University 2005 - Present
Woods Hole Oceanographic Institution 2001 - 2005
Equifax 1998 - 2001
Woods Hole Oceanographic Institution 1996 - 1998
Coopers & Lybrand 1993 - 1996
Education
University of Florida
BS, Accounting
Jerelyn Bouic's Coopers & Lybrand Experience 1990 - 1997
Job Translation Coordinator
Industry Research
Experience
Westat June 2005 - Present
National Latino Research Center 2001 - 2002
Arthur Andersen 1997 - 1999
Coopers & Lybrand 1990 - 1997
Skills
Translation, Spanish, Foreign Languages, Editing, Linguistics, Proofreading, English, Brazilian Portuguese, Intercultural..., Research, Technical Translation, Machine Translation, French, Teaching, Conducting Interviews, International Relations, Multilingual, Microsoft Office, Social Networking, Social Media, Qualitative Research, Nonprofits, Grant Writing, Subtitling, Audio Transcription, Event Planning, Literature, Budgets, Management, Interpreting, Portuguese, Medical Translation, Transcription, Fundraising, Management Consulting, Survey Research, Program Management, Survey Design, Community Development, Organizational..., Time Management, Market Research, Localization, Trados, Contract Management, Audio-recording QC, Dubbing Adjustment, Catalan
Education
University of California, Santa Cruz 1984 — 1988
BA, Spanish Literature
University of California, Santa Cruz
Bachelor's degree, Spanish Language and Literature
Westat June 2005 - Present
National Latino Research Center 2001 - 2002
Arthur Andersen 1997 - 1999
Coopers & Lybrand 1990 - 1997
Skills
Translation, Spanish, Foreign Languages, Editing, Linguistics, Proofreading, English, Brazilian Portuguese, Intercultural..., Research, Technical Translation, Machine Translation, French, Teaching, Conducting Interviews, International Relations, Multilingual, Microsoft Office, Social Networking, Social Media, Qualitative Research, Nonprofits, Grant Writing, Subtitling, Audio Transcription, Event Planning, Literature, Budgets, Management, Interpreting, Portuguese, Medical Translation, Transcription, Fundraising, Management Consulting, Survey Research, Program Management, Survey Design, Community Development, Organizational..., Time Management, Market Research, Localization, Trados, Contract Management, Audio-recording QC, Dubbing Adjustment, Catalan
Education
University of California, Santa Cruz 1984 — 1988
BA, Spanish Literature
University of California, Santa Cruz
Bachelor's degree, Spanish Language and Literature
Philip Kinsley's Coopers & Lybrand Experience 1976 - 1985
Job
Industry Apparel & Fashion
Experience
Dooney & Bourke 1985 - Present
Coopers & Lybrand 1976 - 1985
Education
University of Connecticut 1972 — 1976
BS, Accounting
Dooney & Bourke 1985 - Present
Coopers & Lybrand 1976 - 1985
Education
University of Connecticut 1972 — 1976
BS, Accounting
Pamela Green Terry's Coopers & Lybrand Experience 1991 - 1997
Job Research Administration at Emory University
Industry Research
Experience
Emory University 2007 - Present
Emory University Department of Surgery 2005 - 2007
Wellstar Health System 2004 - 2005
Coopers & Lybrand 1991 - 1997
Skills
Clinical Research, Clinical Trials, IRB, Healthcare
Education
Emory University School of Law
Juris Master
University of Georgia - Terry College of Business
MBA
University of Virginia School of Nursing
BS in Nursing
Emory University 2007 - Present
Emory University Department of Surgery 2005 - 2007
Wellstar Health System 2004 - 2005
Coopers & Lybrand 1991 - 1997
Skills
Clinical Research, Clinical Trials, IRB, Healthcare
Education
Emory University School of Law
Juris Master
University of Georgia - Terry College of Business
MBA
University of Virginia School of Nursing
BS in Nursing
Brian Gomes's Coopers & Lybrand Experience June 1977 - April 1984
Job Financial Executive
Industry Renewables & Environment
Experience
Fulcrum BioEnergy, Inc. June 2011 - Present
First Solar, Inc July 2010 - January 2011
NextLight Renewable Power, LLC August 2008 - July 2010
Tatum LLC July 2007 - August 2008
Nano Coating Systems, LLC June 2006 - July 2007
Niles Machine & Tool Works, Inc. June 1991 - June 2006
SBE, Inc. April 1984 - June 1991
Coopers & Lybrand June 1977 - April 1984
Education
University of California, Santa Barbara 1969 — 1973
BA, Mathematics
Fulcrum BioEnergy, Inc. June 2011 - Present
First Solar, Inc July 2010 - January 2011
NextLight Renewable Power, LLC August 2008 - July 2010
Tatum LLC July 2007 - August 2008
Nano Coating Systems, LLC June 2006 - July 2007
Niles Machine & Tool Works, Inc. June 1991 - June 2006
SBE, Inc. April 1984 - June 1991
Coopers & Lybrand June 1977 - April 1984
Education
University of California, Santa Barbara 1969 — 1973
BA, Mathematics
Lisa Llorente's Coopers & Lybrand Experience August 1987 - August 1992
Job AVP Operations Controller at Surgery Partners, LLC
Industry Hospital & Health Care
Experience
Surgery Partners, LLC August 2011 - Present
Surgery Partners, LLC June 2007 - August 2011
Surgery Partners June 2005 - June 2007
BayCare Health System June 2004 - August 2005
Cleveland Clinic June 2002 - June 2004
Moffitt Cancer Center August 2000 - August 2002
BayCare Health System August 1992 - August 2000
Coopers & Lybrand August 1987 - August 1992
Skills
Sarbanes-Oxley Act, Research, Accounting, Financial Reporting, Auditing, Budgets, Financial Accounting, Financial Analysis, GAAP, Healthcare, Healthcare Management, Internal Controls, Leadership, Process Improvement, Strategic Planning
Education
University of Florida 1983 — 1987
BS in Accounting, Accounting
Surgery Partners, LLC August 2011 - Present
Surgery Partners, LLC June 2007 - August 2011
Surgery Partners June 2005 - June 2007
BayCare Health System June 2004 - August 2005
Cleveland Clinic June 2002 - June 2004
Moffitt Cancer Center August 2000 - August 2002
BayCare Health System August 1992 - August 2000
Coopers & Lybrand August 1987 - August 1992
Skills
Sarbanes-Oxley Act, Research, Accounting, Financial Reporting, Auditing, Budgets, Financial Accounting, Financial Analysis, GAAP, Healthcare, Healthcare Management, Internal Controls, Leadership, Process Improvement, Strategic Planning
Education
University of Florida 1983 — 1987
BS in Accounting, Accounting
Jack Volinski's Coopers & Lybrand Experience July 1981 - May 1989
Job Senior Vice President Engineering at Hartford Steam Boiler
Industry Insurance
Experience
Hartford Steam Boiler February 2000 - Present
S&S Worldwide May 1995 - February 2000
Andersen Group Inc May 1992 - May 1995
The J.M. Ney Company June 1990 - May 1992
Securitylink May 1989 - June 1990
Coopers & Lybrand July 1981 - May 1989
Education
The University of Connecticut 1977 — 1981
Bachelor of Science (B.S.), Accounting
New Milford High School 1973 — 1977
Hartford Steam Boiler February 2000 - Present
S&S Worldwide May 1995 - February 2000
Andersen Group Inc May 1992 - May 1995
The J.M. Ney Company June 1990 - May 1992
Securitylink May 1989 - June 1990
Coopers & Lybrand July 1981 - May 1989
Education
The University of Connecticut 1977 — 1981
Bachelor of Science (B.S.), Accounting
New Milford High School 1973 — 1977
Jeff Skubic's Coopers & Lybrand Experience April 1987 - May 1996
Job Director, Retirement Investment Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2002 - Present
Merrill Lynch 1998 - December 2001
Barclays Global Investors (now Blackrock) May 1996 - 1998
Coopers & Lybrand April 1987 - May 1996
Security Pacific Bank June 1984 - April 1987
Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services
Education
UCLA
BA, Economics
Charles Schwab January 2002 - Present
Merrill Lynch 1998 - December 2001
Barclays Global Investors (now Blackrock) May 1996 - 1998
Coopers & Lybrand April 1987 - May 1996
Security Pacific Bank June 1984 - April 1987
Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services
Education
UCLA
BA, Economics
Shelley Eater's Coopers & Lybrand Experience August 1983 - November 1985
Job Human Resources Professional
Industry Human Resources
Experience
DMI July 2012 - September 2014
DMI (Digital Management, Inc.) 2012 - 2014
ServiceSource June 2008 - June 2010
Regis Jesuit High School November 2004 - November 2007
Greenbar April 1998 - November 2004
International Learning Systems September 1995 - March 1998
Coopers & Lybrand August 1983 - November 1985
Skills
Human Resources, Microsoft Excel, Personnel Management, Talent Management, Leadership, Microsoft Office, Customer Service, Employee Benefits, Public Speaking, Performance Management, Employee Training, Staff Development, Recruiting, Coaching, Social Media, Leadership Development
Education
University of Colorado at Boulder 1977 — 1981
B.S., Journalism
DMI July 2012 - September 2014
DMI (Digital Management, Inc.) 2012 - 2014
ServiceSource June 2008 - June 2010
Regis Jesuit High School November 2004 - November 2007
Greenbar April 1998 - November 2004
International Learning Systems September 1995 - March 1998
Coopers & Lybrand August 1983 - November 1985
Skills
Human Resources, Microsoft Excel, Personnel Management, Talent Management, Leadership, Microsoft Office, Customer Service, Employee Benefits, Public Speaking, Performance Management, Employee Training, Staff Development, Recruiting, Coaching, Social Media, Leadership Development
Education
University of Colorado at Boulder 1977 — 1981
B.S., Journalism
Lia Markiles's Coopers & Lybrand Experience September 1984 - September 1986
Job Treasurer, Child Life Volunteer, Tax Aide
Industry Philanthropy
Experience
ASUCLA September 1999 - October 2013
Coopers & Lybrand September 1984 - September 1986
Skills
Strategic Planning, Financial Analysis, Budgets, Management, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Higher Education, Finance, Strategy, Risk Management, Public Speaking, New Business Development, Marketing, Investments, Public Relations, Leadership, Philanthropy
Education
UCLA
BA, Communication Studies
ASUCLA September 1999 - October 2013
Coopers & Lybrand September 1984 - September 1986
Skills
Strategic Planning, Financial Analysis, Budgets, Management, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Higher Education, Finance, Strategy, Risk Management, Public Speaking, New Business Development, Marketing, Investments, Public Relations, Leadership, Philanthropy
Education
UCLA
BA, Communication Studies
Alicia Webb's Coopers & Lybrand Experience 1980 - 1985
Job Payroll Administrator at The Gas Company LLC
Industry Utilities
Experience
The Gas Company LLC July 2003 - Present
Tesoro 1998 - 2003
Outrigger Hotels & Resorts 1993 - 1998
Coopers & Lybrand 1980 - 1985
Skills
Payroll, Multi-state Payroll, Benefits, HRIS, Payroll Administration, Payroll Taxes, Payroll Processing, SAP HR, Benefits Administration, Data Entry, Tax, Accounting, 401k, Compliance, General Ledger, Outlook, Reconciliation, Employee Benefits, SOX, SAP, Garnishments, Pay, Excel, Union, Account Reconciliation, Administration, Word, HR Policies, Reconciling, Journal Entries, Accounts Payable, Salary, COBRA, Supervisory Skills, Documentation
Education
University of Hawaii at Manoa
Bachleor of Science in Education, Elem Ed w/ Academic in Math
The Gas Company LLC July 2003 - Present
Tesoro 1998 - 2003
Outrigger Hotels & Resorts 1993 - 1998
Coopers & Lybrand 1980 - 1985
Skills
Payroll, Multi-state Payroll, Benefits, HRIS, Payroll Administration, Payroll Taxes, Payroll Processing, SAP HR, Benefits Administration, Data Entry, Tax, Accounting, 401k, Compliance, General Ledger, Outlook, Reconciliation, Employee Benefits, SOX, SAP, Garnishments, Pay, Excel, Union, Account Reconciliation, Administration, Word, HR Policies, Reconciling, Journal Entries, Accounts Payable, Salary, COBRA, Supervisory Skills, Documentation
Education
University of Hawaii at Manoa
Bachleor of Science in Education, Elem Ed w/ Academic in Math
Stephen Theaker's Coopers & Lybrand Experience 1974 - 1977
Job Prez at Toad Lily Pawn & Antiques
Industry Retail
Experience
Toad Lily Pawn & Antiques 2008 - Present
Stephen B. Theaker & Associates, PC 1984 - Present
Copelon Schiff & Zangari 1982 - 1984
Coopers & Lybrand 1974 - 1977
Education
Western New England College School of Law 1979 — 1982
Doctor of Law (J.D.), Taxation
The University of Connecticut 1970 — 1974
Bachelor of Science (BS), Accounting
Toad Lily Pawn & Antiques 2008 - Present
Stephen B. Theaker & Associates, PC 1984 - Present
Copelon Schiff & Zangari 1982 - 1984
Coopers & Lybrand 1974 - 1977
Education
Western New England College School of Law 1979 — 1982
Doctor of Law (J.D.), Taxation
The University of Connecticut 1970 — 1974
Bachelor of Science (BS), Accounting
Olga Mery's Coopers & Lybrand Experience January 1987 - January 1991
Job Financial Manager at UCSB Facilities and Planning
Industry Accounting
Experience
UCSB Facilities and Planning September 2013 - Present
The Select Family of Staffing Companies July 2013 - August 2013
Evergreen Aviation and Space Museum March 2008 - December 2012
Tillamook County Transportation District January 2004 - January 2008
Baertlien & Phegley, CPAs P.C January 1999 - January 2002
United States Air Force - MWR January 1992 - January 1993
Coopers & Lybrand January 1987 - January 1991
Skills
Fundraising, Event Planning, Public Speaking, Non-profit..., Grant Administration, Research, Strategic Planning, Endowments, Data Analysis, Private Foundations, Donor Management, Board of Director..., Managerial Finance, Microsoft Excel, Project Management, PowerPoint, Process Improvement, Financial Education, Newsletters, Operating Budgets, Financial Reporting, Cash Flow, Non-profit Leadership, Volunteering, Variance Analysis, Donations, Community Service, Funding, Board Relations, Board of Directors, Accounting, Financial Statements, GAAP, Auditing, Budgets, Internal Controls, Account Reconciliation, Accounts Payable, Finance, Accounts Receivable, Tax, Journal Entries, Payroll, General Ledger, Accruals, Financial Audits, US GAAP, SEC filings, CPA, Great Plains Software
Education
UCSB 1982 — 1987
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature/Letters
UCSB Facilities and Planning September 2013 - Present
The Select Family of Staffing Companies July 2013 - August 2013
Evergreen Aviation and Space Museum March 2008 - December 2012
Tillamook County Transportation District January 2004 - January 2008
Baertlien & Phegley, CPAs P.C January 1999 - January 2002
United States Air Force - MWR January 1992 - January 1993
Coopers & Lybrand January 1987 - January 1991
Skills
Fundraising, Event Planning, Public Speaking, Non-profit..., Grant Administration, Research, Strategic Planning, Endowments, Data Analysis, Private Foundations, Donor Management, Board of Director..., Managerial Finance, Microsoft Excel, Project Management, PowerPoint, Process Improvement, Financial Education, Newsletters, Operating Budgets, Financial Reporting, Cash Flow, Non-profit Leadership, Volunteering, Variance Analysis, Donations, Community Service, Funding, Board Relations, Board of Directors, Accounting, Financial Statements, GAAP, Auditing, Budgets, Internal Controls, Account Reconciliation, Accounts Payable, Finance, Accounts Receivable, Tax, Journal Entries, Payroll, General Ledger, Accruals, Financial Audits, US GAAP, SEC filings, CPA, Great Plains Software
Education
UCSB 1982 — 1987
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature/Letters
Debra (DeCurtins) Townson, CPA's Coopers & Lybrand Experience 1978 - 1980
Job Controller at Truland Homes, LLC
Industry Accounting
Experience
NSH Corp dba Signature Homes April 2005 - December 2012
HPH Properties, LLC January 2004 - April 2005
Lissak & Comany, CPA's 1988 - 1993
Addiction Recovery Corporation 1982 - 1987
Pitney Bowes / Monarch Marking 1980 - 1982
Coopers & Lybrand 1978 - 1980
Skills
Auditing, Accounting, General Ledger, Financial Statements, Internal Audit, Consolidation, Financial Analysis, Cash Management, CPA, Internal Controls, GAAP
Education
University of Dayton 1974 — 1978
Bachelor of Science (B.S.), Accounting
NSH Corp dba Signature Homes April 2005 - December 2012
HPH Properties, LLC January 2004 - April 2005
Lissak & Comany, CPA's 1988 - 1993
Addiction Recovery Corporation 1982 - 1987
Pitney Bowes / Monarch Marking 1980 - 1982
Coopers & Lybrand 1978 - 1980
Skills
Auditing, Accounting, General Ledger, Financial Statements, Internal Audit, Consolidation, Financial Analysis, Cash Management, CPA, Internal Controls, GAAP
Education
University of Dayton 1974 — 1978
Bachelor of Science (B.S.), Accounting
Alan Berens's Coopers & Lybrand Experience July 1980 - November 1986
Job Sales Manager at Ahlstrom
Industry Paper & Forest Products
Experience
Ahlstrom February 2008 - Present
West Carrollton Parchment Company November 1986 - February 2008
Coopers & Lybrand July 1980 - November 1986
Skills
Paper Industry, Sales Management, Papermaking, Paper Converting, Pricing, International Business, Finacial Management, Executive Financial..., Packaging Engineering, Parchment Paper, Baking Papers, Release Papers, High Density Papers, Customer Service
Education
University of Dayton 1976 — 1980
Bachelor of Science (BS), Accounting and Business/Management
Ahlstrom February 2008 - Present
West Carrollton Parchment Company November 1986 - February 2008
Coopers & Lybrand July 1980 - November 1986
Skills
Paper Industry, Sales Management, Papermaking, Paper Converting, Pricing, International Business, Finacial Management, Executive Financial..., Packaging Engineering, Parchment Paper, Baking Papers, Release Papers, High Density Papers, Customer Service
Education
University of Dayton 1976 — 1980
Bachelor of Science (BS), Accounting and Business/Management