Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Cheryl Rau Cheryl Rau's Coopers & Lybrand Experience September 1990 - March 1992
Job CFO/Treasurer, OHARCO
Industry Wholesale
Experience
OHARCO June 1999 - Present
Corporate Express July 1996 - July 1998
Sandhills Publishing May 1992 - June 1996
Coopers & Lybrand September 1990 - March 1992
Skills
Microsoft Office, Accounting, Financial Reporting, Excel, Problem Solving, systems, Staff Supervision, Leadership, Microsoft Excel, Finance, Marketing, Management, Sales, Financial Analysis, Process Improvement, Strategic Planning, Team Building, Budgets
Education
University of Nebraska-Lincoln
BS in Business Admin, Accounting
OHARCO June 1999 - Present
Corporate Express July 1996 - July 1998
Sandhills Publishing May 1992 - June 1996
Coopers & Lybrand September 1990 - March 1992
Skills
Microsoft Office, Accounting, Financial Reporting, Excel, Problem Solving, systems, Staff Supervision, Leadership, Microsoft Excel, Finance, Marketing, Management, Sales, Financial Analysis, Process Improvement, Strategic Planning, Team Building, Budgets
Education
University of Nebraska-Lincoln
BS in Business Admin, Accounting
Terry Udelhofen Terry Udelhofen's Coopers & Lybrand Experience January 1981 - January 1988
Job Controller at Transaction Printhead Group
Industry Wholesale
Experience
Transaction Printhead Group April 2013 - Present
Freedom Voice Systems July 2010 - April 2013
JM Group, Inc June 2006 - July 2010
Shuttermart of California, Inc October 2003 - May 2006
Self Employed January 2002 - October 2003
EYE Counseling and Crisis Services, Inc May 2001 - January 2002
Coape Staffing Network February 2000 - April 2001
Coopers & Lybrand January 1981 - January 1988
Skills
Financial Reporting, GAAP, General Ledger, Managerial Finance, Internal Controls, Accounting, Auditing, Revenue Recognition, Finance, Financial Statements, Accounts Receivable, Strategic Financial..., CPA, Tax, Financial Planning
Education
University of Oregon 1988 — 1991
BS, Accounting
Transaction Printhead Group April 2013 - Present
Freedom Voice Systems July 2010 - April 2013
JM Group, Inc June 2006 - July 2010
Shuttermart of California, Inc October 2003 - May 2006
Self Employed January 2002 - October 2003
EYE Counseling and Crisis Services, Inc May 2001 - January 2002
Coape Staffing Network February 2000 - April 2001
Coopers & Lybrand January 1981 - January 1988
Skills
Financial Reporting, GAAP, General Ledger, Managerial Finance, Internal Controls, Accounting, Auditing, Revenue Recognition, Finance, Financial Statements, Accounts Receivable, Strategic Financial..., CPA, Tax, Financial Planning
Education
University of Oregon 1988 — 1991
BS, Accounting
Edward Darr's Coopers & Lybrand Experience 1988 - 1990
Job CFO at Leggette, Brashears & Graham, Inc.
Industry Environmental Services
Experience
Leggette, Brashears & Graham, Inc. November 2014 - Present
3north December 2012 - October 2014
Timmons Group 2006 - 2012
Mercer Human Resource Consulting 1997 - 2006
Government Property Investors, Inc. 1995 - 1997
Richmarr Development Company 1993 - 1995
Oudens + Knoop Architects 1990 - 1993
Coopers & Lybrand 1988 - 1990
Ernst & Whinney 1987 - 1988
Skills
Financial Modeling, Managerial Finance, Risk Management, Analysis, Strategic Financial..., Due Diligence, Process Improvement, Strategic Planning, Cost Accounting, Microsoft Excel, Hyperion Enterprise, Management, Internal Controls, Forecasting, Auditing, Financial Accounting, CRM, Finance
Education
University of Notre Dame 1983 — 1987
BBA, Finance
Leggette, Brashears & Graham, Inc. November 2014 - Present
3north December 2012 - October 2014
Timmons Group 2006 - 2012
Mercer Human Resource Consulting 1997 - 2006
Government Property Investors, Inc. 1995 - 1997
Richmarr Development Company 1993 - 1995
Oudens + Knoop Architects 1990 - 1993
Coopers & Lybrand 1988 - 1990
Ernst & Whinney 1987 - 1988
Skills
Financial Modeling, Managerial Finance, Risk Management, Analysis, Strategic Financial..., Due Diligence, Process Improvement, Strategic Planning, Cost Accounting, Microsoft Excel, Hyperion Enterprise, Management, Internal Controls, Forecasting, Auditing, Financial Accounting, CRM, Finance
Education
University of Notre Dame 1983 — 1987
BBA, Finance
Lori Mollberg Lori Mollberg's Coopers & Lybrand Experience 1993 - 1994
Job Director of Alumni Relations and Continuing Education, College of Design at University of Minnesota
Industry Public Relations and Communications
Experience
University of Minnesota 2006 - Present
University of Minnesota College of Human Ecology 1996 - 2006
Minneapolis College of Art and Design 1994 - 1996
Coopers & Lybrand 1993 - 1994
Advon Inc. & Advantage Ltd. 1990 - 1992
Katherine E. Nash Gallery, University of Minnesota 1987 - 1990
Education
University of Minnesota-Twin Cities 2002 — 2004
M.L.S, Innovation Studies, Volunteerism, Organizational and Community Development
University of Minnesota-Twin Cities 2003 — 2004
Graduate Certificate, Innovation Studies
University of Minnesota-Twin Cities 1986 — 1990
B.A., Art History
Yoga Center of Minneapolis Teacher Training 2014 — 2015
Certified Yoga Instructor 230+ Hour Level, Yoga Teacher Training/Yoga Therapy
University of Minnesota-Twin Cities 1999 — 1999
Certificate, Festivals & Events Management
Park Center High School (MN), Half Moon Bay High (CA), and Terra Nova High (CA)
University of Minnesota 2006 - Present
University of Minnesota College of Human Ecology 1996 - 2006
Minneapolis College of Art and Design 1994 - 1996
Coopers & Lybrand 1993 - 1994
Advon Inc. & Advantage Ltd. 1990 - 1992
Katherine E. Nash Gallery, University of Minnesota 1987 - 1990
Education
University of Minnesota-Twin Cities 2002 — 2004
M.L.S, Innovation Studies, Volunteerism, Organizational and Community Development
University of Minnesota-Twin Cities 2003 — 2004
Graduate Certificate, Innovation Studies
University of Minnesota-Twin Cities 1986 — 1990
B.A., Art History
Yoga Center of Minneapolis Teacher Training 2014 — 2015
Certified Yoga Instructor 230+ Hour Level, Yoga Teacher Training/Yoga Therapy
University of Minnesota-Twin Cities 1999 — 1999
Certificate, Festivals & Events Management
Park Center High School (MN), Half Moon Bay High (CA), and Terra Nova High (CA)
Dennis J. Allen Dennis J. Allen's Coopers & Lybrand Experience June 1978 - May 1980
Job Volunteer at American Red Cross
Industry Information Technology and Services
Experience
American Red Cross July 2014 - Present
- July 2012 - Present
AARP February 2013 - December 2014
American Red Cross 2014 - 2014
Dollar General Corporation February 2006 - July 2012
MasterCard International March 1988 - October 2004
Time-Warner Cable June 1984 - February 1988
Peabody Energy May 1980 - July 1984
Coopers & Lybrand June 1978 - May 1980
USDA - OIG July 1974 - June 1978
Skills
IT Audit, Security Awareness, Cryptography, Hobbies, Photography, Music, Information Security, Sarbanes-Oxley Act, GLBA, Privacy Law, Security Policy, Information Security..., PCI DSS, Business Continuity, CISSP, Information Technology, CISA, Risk Assessment, Disaster Recovery, Security, Graham Leach Bliley Act, Vendor Management, Auditing, Payment Industry, Risk Management, Management, Leadership, SDLC, Fraud, Internal Audit, Program Management, IT Operations, Data Center, Enterprise Risk..., Business Continuity..., IT Management, Network Security, Security Audits, IT Strategy, Vulnerability Assessment, ISO 27001, Process Improvement, Firewalls, ITIL, Sarbanes-Oxley, Team Building, Access Lists, COBIT, SAS70, Business Process...
Education
University of Missouri-Columbia 1971 — 1974
BSBA, Accounting
University of Missouri-Rolla 1970 — 1971
Electrical Engineering
Augustinian Academy Preparatory High School 1966 — 1970
"It answers the question: Where did you go to High School"?, Pre-Engineering
American Red Cross July 2014 - Present
- July 2012 - Present
AARP February 2013 - December 2014
American Red Cross 2014 - 2014
Dollar General Corporation February 2006 - July 2012
MasterCard International March 1988 - October 2004
Time-Warner Cable June 1984 - February 1988
Peabody Energy May 1980 - July 1984
Coopers & Lybrand June 1978 - May 1980
USDA - OIG July 1974 - June 1978
Skills
IT Audit, Security Awareness, Cryptography, Hobbies, Photography, Music, Information Security, Sarbanes-Oxley Act, GLBA, Privacy Law, Security Policy, Information Security..., PCI DSS, Business Continuity, CISSP, Information Technology, CISA, Risk Assessment, Disaster Recovery, Security, Graham Leach Bliley Act, Vendor Management, Auditing, Payment Industry, Risk Management, Management, Leadership, SDLC, Fraud, Internal Audit, Program Management, IT Operations, Data Center, Enterprise Risk..., Business Continuity..., IT Management, Network Security, Security Audits, IT Strategy, Vulnerability Assessment, ISO 27001, Process Improvement, Firewalls, ITIL, Sarbanes-Oxley, Team Building, Access Lists, COBIT, SAS70, Business Process...
Education
University of Missouri-Columbia 1971 — 1974
BSBA, Accounting
University of Missouri-Rolla 1970 — 1971
Electrical Engineering
Augustinian Academy Preparatory High School 1966 — 1970
"It answers the question: Where did you go to High School"?, Pre-Engineering
Gregg Wilkinson Gregg Wilkinson's Coopers & Lybrand Experience January 1988 - May 1990
Job Former EVP Operations at L'Oreal, USA
Industry Cosmetics
Experience
L'Oreal, USA April 2007 - November 2013
Beauty Alliance, Inc June 1998 - April 2007
State Service Systems, Inc. August 1995 - June 1998
State Service Systems, Inc June 1990 - July 1995
Coopers & Lybrand January 1988 - May 1990
Occidental Petroleum November 1986 - January 1988
Skills
Forecasting, Supply Chain, P&L Management, Budgets, Cross-functional Team..., Process Improvement, Supply Chain Management, Management, Strategic Planning, Business Planning, Competitive Analysis, Business Strategy, ERP, Procurement
Education
University of Oklahoma 1980 — 1984
Bachelors of Business Administration, Accounting
L'Oreal, USA April 2007 - November 2013
Beauty Alliance, Inc June 1998 - April 2007
State Service Systems, Inc. August 1995 - June 1998
State Service Systems, Inc June 1990 - July 1995
Coopers & Lybrand January 1988 - May 1990
Occidental Petroleum November 1986 - January 1988
Skills
Forecasting, Supply Chain, P&L Management, Budgets, Cross-functional Team..., Process Improvement, Supply Chain Management, Management, Strategic Planning, Business Planning, Competitive Analysis, Business Strategy, ERP, Procurement
Education
University of Oklahoma 1980 — 1984
Bachelors of Business Administration, Accounting
Jerry O'Doherty, CPA, CGMA's Coopers & Lybrand Experience July 1995 - June 1998
Job Partner at Seim Johnson, LLP
Industry Accounting
Experience
Seim Johnson, LLP October 1998 - Present
PriceWaterhouse Coopers July 1998 - September 1998
Coopers & Lybrand July 1995 - June 1998
PricewaterhouseCoopers 1994 - 1998
Coopers & Lybrand January 1994 - June 1995
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Corporate Tax, Auditing, Financial Accounting, CPA, Internal Controls, Income Tax, GAAP, Financial Statements, Mergers & Acquisitions, Project Management, Compilation, Strategic Planning, Process Improvement, Management Consulting, Financial Audits, Leadership, Leadership Development, Sports Coaching, Nonprofits, Small Business..., Customer Satisfaction
Education
University of Nebraska at Omaha 1989 — 1993
BSBA, Accounting & Marketing
Seim Johnson, LLP October 1998 - Present
PriceWaterhouse Coopers July 1998 - September 1998
Coopers & Lybrand July 1995 - June 1998
PricewaterhouseCoopers 1994 - 1998
Coopers & Lybrand January 1994 - June 1995
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Corporate Tax, Auditing, Financial Accounting, CPA, Internal Controls, Income Tax, GAAP, Financial Statements, Mergers & Acquisitions, Project Management, Compilation, Strategic Planning, Process Improvement, Management Consulting, Financial Audits, Leadership, Leadership Development, Sports Coaching, Nonprofits, Small Business..., Customer Satisfaction
Education
University of Nebraska at Omaha 1989 — 1993
BSBA, Accounting & Marketing
Mimi Taylor's Coopers & Lybrand Experience August 1986 - June 1989
Job SVP Finance and Accounting at Roth Staffing
Industry Staffing and Recruiting
Experience
Roth Staffing September 2014 - Present
SC Fuels April 2004 - June 2014
Bush O'Donnell & Co. 1996 - 2004
National Automobile & Casualty Insurance 1989 - 2003
Coopers & Lybrand August 1986 - June 1989
Skills
Financial Reporting, Finance, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Forecasting, Strategic Planning, Accounting, Business Strategy, Due Diligence, Financial Modeling, Banking, Strategy, Management, Executive Management
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Bishop Heelean High School 1978 — 1982
Roth Staffing September 2014 - Present
SC Fuels April 2004 - June 2014
Bush O'Donnell & Co. 1996 - 2004
National Automobile & Casualty Insurance 1989 - 2003
Coopers & Lybrand August 1986 - June 1989
Skills
Financial Reporting, Finance, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Forecasting, Strategic Planning, Accounting, Business Strategy, Due Diligence, Financial Modeling, Banking, Strategy, Management, Executive Management
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Bishop Heelean High School 1978 — 1982
Judy Carlson's Coopers & Lybrand Experience 1980 - 1983
Job CPA and Financial Advisor Passionate About Helping People Win by Not Losing
Industry Financial Services
Experience
MOUNTAIN FINANCIAL January 2014 - Present
RETIREMENT ADVISORS, INC January 2013 - December 2013
EAGLE ACADEMY 1994 - 2012
DAYTON HUDSON CORPORATION 1985 - 1994
DAYTON HUDSON CORPORATION 1986 - 1988
DAYTON HUDSON CORPORATION 1985 - 1986
GROUP HEALTH, INC 1983 - 1985
COOPERS & LYBRAND 1980 - 1983
Skills
Expense Management, Financial Analysis, Budget Process, Team Building, Internal Controls, Auditing, General Ledger, Forecasting, Budgets, Account Reconciliation, Accounting, Organization, Motivation, Collaborative Problem..., Team Leadership, Project Management, Finance, Internal Audit, Financial Reporting, Analysis
Education
University of Minnesota-Twin Cities 1976 — 1980
Bachelor of Science in Business, Accounting, 3.8/4.0
Mayo High School, Rochester, MN 1973 — 1976
High School Graduate, Accounting
MOUNTAIN FINANCIAL January 2014 - Present
RETIREMENT ADVISORS, INC January 2013 - December 2013
EAGLE ACADEMY 1994 - 2012
DAYTON HUDSON CORPORATION 1985 - 1994
DAYTON HUDSON CORPORATION 1986 - 1988
DAYTON HUDSON CORPORATION 1985 - 1986
GROUP HEALTH, INC 1983 - 1985
COOPERS & LYBRAND 1980 - 1983
Skills
Expense Management, Financial Analysis, Budget Process, Team Building, Internal Controls, Auditing, General Ledger, Forecasting, Budgets, Account Reconciliation, Accounting, Organization, Motivation, Collaborative Problem..., Team Leadership, Project Management, Finance, Internal Audit, Financial Reporting, Analysis
Education
University of Minnesota-Twin Cities 1976 — 1980
Bachelor of Science in Business, Accounting, 3.8/4.0
Mayo High School, Rochester, MN 1973 — 1976
High School Graduate, Accounting
Brian Ahearn Brian Ahearn's Coopers & Lybrand Experience January 1989 - August 1990
Job Director Card Product Management at HSBC
Industry Financial Services
Experience
HSBC March 2014 - Present
Ameriprise Financial, Inc. April 2005 - September 2013
American Express Company September 1996 - March 2005
Thomson Industries Incorporated September 1992 - September 1996
Coopers & Lybrand January 1989 - August 1990
Wang Laboratories January 1987 - December 1988
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Product Management, Product Development, Forecasting, Competitive Analysis, Strategy Development, Pricing, Banking, Negotiation, P&L Management, Financial Management, Budgeting, Valuation, Managerial Finance, Contract Negotiation, Budgets, Strategy, Process Improvement, Leadership, Financial Reporting, Financial Services, Loans, Risk Management, Strategic Partnerships, CRM, Business Planning, Portfolio Management, Mergers & Acquisitions, Analytics, Strategic Financial..., Investments, Management, Program Management, Analysis, Executive Management, Relationship Management, Credit, Equities, Product Marketing, Finance, Market Analysis, Securities, Segmentation, Marketing, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Commack H.S. North 1979 — 1982
HSBC March 2014 - Present
Ameriprise Financial, Inc. April 2005 - September 2013
American Express Company September 1996 - March 2005
Thomson Industries Incorporated September 1992 - September 1996
Coopers & Lybrand January 1989 - August 1990
Wang Laboratories January 1987 - December 1988
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Product Management, Product Development, Forecasting, Competitive Analysis, Strategy Development, Pricing, Banking, Negotiation, P&L Management, Financial Management, Budgeting, Valuation, Managerial Finance, Contract Negotiation, Budgets, Strategy, Process Improvement, Leadership, Financial Reporting, Financial Services, Loans, Risk Management, Strategic Partnerships, CRM, Business Planning, Portfolio Management, Mergers & Acquisitions, Analytics, Strategic Financial..., Investments, Management, Program Management, Analysis, Executive Management, Relationship Management, Credit, Equities, Product Marketing, Finance, Market Analysis, Securities, Segmentation, Marketing, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Commack H.S. North 1979 — 1982
Elise Burkart Elise Burkart's Coopers & Lybrand Experience 1991 - 1994
Job Chief Financial Officer at City Mill Company, Ltd.
Industry Retail
Experience
City Mill Company, Ltd. April 2004 - Present
Monaco RV January 2000 - November 2002
Spectra-Physics 1995 - 2000
Spectra-Physics 1995 - 1999
Coopers & Lybrand 1991 - 1994
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting
City Mill Company, Ltd. April 2004 - Present
Monaco RV January 2000 - November 2002
Spectra-Physics 1995 - 2000
Spectra-Physics 1995 - 1999
Coopers & Lybrand 1991 - 1994
Education
University of Oregon - Charles H. Lundquist College of Business 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting
John Purugganan John Purugganan's Coopers & Lybrand Experience 1988 - 1992
Job Programmer/Analyst at Pharmacy First
Industry Computer Software
Experience
Pharmacy First June 2015 - Present
Cerner Corporation 2007 - 2015
Active Aero Group 2000 - 2007
PricewaterhouseCoopers 1995 - 2000
Compuware 1992 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Visual Studio, Application Development, XML, Eclipse, Microsoft SQL Server, Agile Methodologies, Cerner CCL, HTML, ColdFusion, PowerBuilder, Sybase SQL Anywhere, Software Development, Web Development, IT Project Leadership, SQL
Education
University of Michigan-Dearborn
Pharmacy First June 2015 - Present
Cerner Corporation 2007 - 2015
Active Aero Group 2000 - 2007
PricewaterhouseCoopers 1995 - 2000
Compuware 1992 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Visual Studio, Application Development, XML, Eclipse, Microsoft SQL Server, Agile Methodologies, Cerner CCL, HTML, ColdFusion, PowerBuilder, Sybase SQL Anywhere, Software Development, Web Development, IT Project Leadership, SQL
Education
University of Michigan-Dearborn
Daniel Waller Daniel Waller's Coopers & Lybrand Experience August 1981 - June 1990
Job Managing Director at GE Commercial Finance
Industry Financial Services
Experience
GE Capital December 1997 - Present
GE Commercial Finance 2000 - 2007
Capital Associates, Inc. June 1990 - November 1997
Coopers & Lybrand August 1981 - June 1990
Skills
Asset Based Lending, Structured Finance, Capital Markets, Securitization, Financial Structuring, Corporate Finance, Portfolio Management, Credit, Banking, Loans, Private Equity, Financial Services, Investments, Credit Analysis, Bloomberg, Equities, Financial Modeling, Financial Analysis, Finance, Credit Risk, Alternative Investments, Investment Banking, Auditing, Hedge Funds, Leveraged Finance, Commercial Lending, Risk Management, Fixed Income, Syndications, Mergers & Acquisitions, Bonds, Derivatives
Education
University of Northern Iowa 1977 — 1981
BA, Accounting
GE Capital December 1997 - Present
GE Commercial Finance 2000 - 2007
Capital Associates, Inc. June 1990 - November 1997
Coopers & Lybrand August 1981 - June 1990
Skills
Asset Based Lending, Structured Finance, Capital Markets, Securitization, Financial Structuring, Corporate Finance, Portfolio Management, Credit, Banking, Loans, Private Equity, Financial Services, Investments, Credit Analysis, Bloomberg, Equities, Financial Modeling, Financial Analysis, Finance, Credit Risk, Alternative Investments, Investment Banking, Auditing, Hedge Funds, Leveraged Finance, Commercial Lending, Risk Management, Fixed Income, Syndications, Mergers & Acquisitions, Bonds, Derivatives
Education
University of Northern Iowa 1977 — 1981
BA, Accounting
Gardnar O'Brien, CPA Gardnar O'Brien, CPA's Coopers & Lybrand Experience 1978 - 1980
Job Chief Financial Officer (CFO); Private Equity, Private Co., Public Co., International and Board Experience.
Industry Consumer Goods
Experience
Bedrosians Tile and Stone August 2015 - Present
Logomark, Inc May 2008 - March 2015
Tatum, LLC July 2007 - April 2008
Seidler Equity Partners 1998 - June 2007
Sweda Company 1998 - 2006
ADVO Inc. 1990 - 1998
May Department Stores Company 1980 - 1990
Coopers & Lybrand 1978 - 1980
Skills
Strategy, Strategic Planning, Executive Management, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Finance, Forecasting, Budgets, Leadership, Accounting, Mergers, Cash Management, Process Improvement, Sarbanes-Oxley Act, Private Equity, Restructuring, GAAP, Auditing, Internal Controls, Acquisition Integration, Strategic Financial..., Financial Systems, Cash Flow Forecasting, Credit, Turn Around Management, Change Management, Cash Flow, Financial Planning, Sales, Consolidation, Managerial Finance, Corporate Finance, Portfolio Management, Investments, Income Statement, Business Acquisition, US GAAP, Financial Modeling, Cost Accounting, IPO, Business Valuation, Treasury Management, Financial Statements, Revenue Recognition, Profitability Management, New Business Acquisition, Pricing, Staff Training
Education
University of Missouri-Columbia, College of Business
BSBA, Accountancy
Bedrosians Tile and Stone August 2015 - Present
Logomark, Inc May 2008 - March 2015
Tatum, LLC July 2007 - April 2008
Seidler Equity Partners 1998 - June 2007
Sweda Company 1998 - 2006
ADVO Inc. 1990 - 1998
May Department Stores Company 1980 - 1990
Coopers & Lybrand 1978 - 1980
Skills
Strategy, Strategic Planning, Executive Management, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Finance, Forecasting, Budgets, Leadership, Accounting, Mergers, Cash Management, Process Improvement, Sarbanes-Oxley Act, Private Equity, Restructuring, GAAP, Auditing, Internal Controls, Acquisition Integration, Strategic Financial..., Financial Systems, Cash Flow Forecasting, Credit, Turn Around Management, Change Management, Cash Flow, Financial Planning, Sales, Consolidation, Managerial Finance, Corporate Finance, Portfolio Management, Investments, Income Statement, Business Acquisition, US GAAP, Financial Modeling, Cost Accounting, IPO, Business Valuation, Treasury Management, Financial Statements, Revenue Recognition, Profitability Management, New Business Acquisition, Pricing, Staff Training
Education
University of Missouri-Columbia, College of Business
BSBA, Accountancy
Kyle Didier Kyle Didier's Coopers & Lybrand Experience September 1989 - November 1991
Job Board Member Chair at The Banyan Foundation, Inc.
Industry Retail
Experience
Shelter Holdings, The Waters Senior Living, Shelter Corporation January 2007 - Present
The Banyan Foundation March 2011 - Present
Regis Corporation August 1996 - December 2006
Braun Media Services January 1994 - August 1996
James Phillips Company November 1991 - January 1994
Coopers & Lybrand September 1989 - November 1991
Skills
Strategic Planning, Executive Management, Mergers & Acquisitions, Real Estate Private..., Real Estate Development, Management, Finance
Education
University of Northern Iowa 1985 — 1989
BS, Accounting
Denison High School 1982 — 1985
Shelter Holdings, The Waters Senior Living, Shelter Corporation January 2007 - Present
The Banyan Foundation March 2011 - Present
Regis Corporation August 1996 - December 2006
Braun Media Services January 1994 - August 1996
James Phillips Company November 1991 - January 1994
Coopers & Lybrand September 1989 - November 1991
Skills
Strategic Planning, Executive Management, Mergers & Acquisitions, Real Estate Private..., Real Estate Development, Management, Finance
Education
University of Northern Iowa 1985 — 1989
BS, Accounting
Denison High School 1982 — 1985
Mike Doll Mike Doll's Coopers & Lybrand Experience 1992 - 1994
Job CFO/Owner at MobileLink Communications
Industry Wireless
Experience
Mobile-Link Communications 2002 - Present
Tradition Valet, Inc 2001 - Present
Frank Consulting PLLP 1999 - 2002
Medvision 1997 - 1999
Deluxe Corporation 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Customer Service, Coaching, New Business Development, Business Development, Negotiation, Account Management, Telecommunications, Sales, Strategic Planning, Team Building, Wireless, Operations Management, Marketing, Project Management, Direct Sales, Public Speaking, Leadership, Budgets, Marketing Strategy, Networking, Management, Forecasting, Business Strategy
Education
University of Minnesota - Carlson School of Management 1987 — 1992
BS-Accounting, Accounting
Mobile-Link Communications 2002 - Present
Tradition Valet, Inc 2001 - Present
Frank Consulting PLLP 1999 - 2002
Medvision 1997 - 1999
Deluxe Corporation 1994 - 1997
Coopers & Lybrand 1992 - 1994
Skills
Customer Service, Coaching, New Business Development, Business Development, Negotiation, Account Management, Telecommunications, Sales, Strategic Planning, Team Building, Wireless, Operations Management, Marketing, Project Management, Direct Sales, Public Speaking, Leadership, Budgets, Marketing Strategy, Networking, Management, Forecasting, Business Strategy
Education
University of Minnesota - Carlson School of Management 1987 — 1992
BS-Accounting, Accounting
Drew Sudduth's Coopers & Lybrand Experience 1992 - 1994
Job CFO at Quality Oil Tools LLC
Industry Oil & Energy
Experience
Quality Oil Tools LLC May 2013 - Present
Sudduth & Co. April 2012 - Present
Statesman Business Advisors, LLC 2009 - 2012
Growth Capital Partners (Southwest Mezzanine Investments II) 2005 - 2008
Medford Investments, LLC 2003 - 2005
Coastal Banc Capital Corp./Mezzanine Capital, Ltd. 1997 - 2001
Harris Webb & Garrison 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
CFOs, Mergers & Acquisitions, Offshore Oil & Gas, Valves, Investment Banking, Energy Industry, Accounting, Corporate Development
Education
University of Mississippi 1988 — 1992
Bachelor of Accountancy
Quality Oil Tools LLC May 2013 - Present
Sudduth & Co. April 2012 - Present
Statesman Business Advisors, LLC 2009 - 2012
Growth Capital Partners (Southwest Mezzanine Investments II) 2005 - 2008
Medford Investments, LLC 2003 - 2005
Coastal Banc Capital Corp./Mezzanine Capital, Ltd. 1997 - 2001
Harris Webb & Garrison 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
CFOs, Mergers & Acquisitions, Offshore Oil & Gas, Valves, Investment Banking, Energy Industry, Accounting, Corporate Development
Education
University of Mississippi 1988 — 1992
Bachelor of Accountancy
Tim Daley's Coopers & Lybrand Experience June 1990 - November 1993
Job CFO Cellular Dynamics International
Industry Biotechnology
Experience
Cellular Dynamics International July 2014 - Present
Tim Daley CPA October 2004 - January 2015
Sonic Foundry June 1998 - September 2004
WPS Health Insurance September 1995 - November 1997
Peter Kiewit Sons November 1993 - June 1995
Coopers & Lybrand June 1990 - November 1993
Education
University of Notre Dame 1986 — 1990
BBA, Accounting
Cellular Dynamics International July 2014 - Present
Tim Daley CPA October 2004 - January 2015
Sonic Foundry June 1998 - September 2004
WPS Health Insurance September 1995 - November 1997
Peter Kiewit Sons November 1993 - June 1995
Coopers & Lybrand June 1990 - November 1993
Education
University of Notre Dame 1986 — 1990
BBA, Accounting
Craig Ishman's Coopers & Lybrand Experience August 1989 - June 1995
Job Senior Director Finance at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2015 - Present
Thomson Reuters October 2003 - Present
Honeywell June 1995 - March 1999
Coopers & Lybrand August 1989 - June 1995
Skills
Financial Analysis
Education
University of Northern Iowa 1985 — 1989
Thomson Reuters January 2015 - Present
Thomson Reuters October 2003 - Present
Honeywell June 1995 - March 1999
Coopers & Lybrand August 1989 - June 1995
Skills
Financial Analysis
Education
University of Northern Iowa 1985 — 1989
Judith Shenkman Judith Shenkman's Coopers & Lybrand Experience September 1992 - July 1994
Job Executive Director, Midwest Region at American Friends of The Hebrew University
Industry Nonprofit Organization Management
Experience
American Friends of The Hebrew University October 2008 - Present
Jewish Federation of Metropolitan Chicago April 2006 - October 2008
Jewish Federation of Metropolitan Detroit April 2002 - June 2005
Plante Moran March 2000 - February 2002
Frank, Stefani, Haron & Hall February 1999 - February 2000
Comerica Bank March 1998 - February 1999
PwC July 1994 - March 1998
Coopers & Lybrand September 1992 - July 1994
Skills
Fundraising, Endowments, Public Relations, Volunteer Management, Event Management, Board Development, Non-profits, Public Speaking, Grant Writing, Community Outreach, Stewardship, Event Planning, Microsoft Office, Program Development, Planned Giving, Nonprofits, Annual Giving, Grants, Leadership, Estate Planning
Education
Wayne State University Law School 1989 — 1992
Doctor of Law (J.D.)
University of Michigan Business School 1984 — 1988
BBA, Marketing
American Friends of The Hebrew University October 2008 - Present
Jewish Federation of Metropolitan Chicago April 2006 - October 2008
Jewish Federation of Metropolitan Detroit April 2002 - June 2005
Plante Moran March 2000 - February 2002
Frank, Stefani, Haron & Hall February 1999 - February 2000
Comerica Bank March 1998 - February 1999
PwC July 1994 - March 1998
Coopers & Lybrand September 1992 - July 1994
Skills
Fundraising, Endowments, Public Relations, Volunteer Management, Event Management, Board Development, Non-profits, Public Speaking, Grant Writing, Community Outreach, Stewardship, Event Planning, Microsoft Office, Program Development, Planned Giving, Nonprofits, Annual Giving, Grants, Leadership, Estate Planning
Education
Wayne State University Law School 1989 — 1992
Doctor of Law (J.D.)
University of Michigan Business School 1984 — 1988
BBA, Marketing
Steve Fawkes, CPA, CA, ERP Steve Fawkes, CPA, CA, ERP's Coopers & Lybrand Experience 1996 - 1997
Job Director, Corporate Financial Planning & Analysis at Suncor Energy
Industry Oil & Energy
Experience
Suncor Energy April 2013 - Present
Irving Oil November 2007 - April 2013
Intertape Polymer Group May 2006 - October 2007
Dofasco July 2001 - April 2006
PricewaterhouseCoopers May 1998 - July 2001
Coopers & Lybrand 1996 - 1997
Doane Raymond January 1996 - April 1996
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Strategic Financial..., Forecasting, Business Planning, Process Improvement, Continuous Improvement, Business Process..., Managerial Finance, Business Strategy, Economics, Finance, Cash Flow, Risk Analysis, Team Leadership, Manufacturing, Energy, Petroleum Refining, Renewable Energy, Steel, Corporate Finance, Financial Accounting, Auditing, Strategy, Financial Statements, Financial Planning
Education
University of New Brunswick 1994 — 1998
BBA
Level III CFA Candidate
Suncor Energy April 2013 - Present
Irving Oil November 2007 - April 2013
Intertape Polymer Group May 2006 - October 2007
Dofasco July 2001 - April 2006
PricewaterhouseCoopers May 1998 - July 2001
Coopers & Lybrand 1996 - 1997
Doane Raymond January 1996 - April 1996
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Strategic Financial..., Forecasting, Business Planning, Process Improvement, Continuous Improvement, Business Process..., Managerial Finance, Business Strategy, Economics, Finance, Cash Flow, Risk Analysis, Team Leadership, Manufacturing, Energy, Petroleum Refining, Renewable Energy, Steel, Corporate Finance, Financial Accounting, Auditing, Strategy, Financial Statements, Financial Planning
Education
University of New Brunswick 1994 — 1998
BBA
Level III CFA Candidate
Derek DeBree's Coopers & Lybrand Experience 1992 - 1994
Job Sales, Marketing, and Finance
Industry Information Technology and Services
Experience
Canyon Pass Provisions 2015 - Present
StoneTimberRiver LLC 1996 - 2015
Nucor Corporation 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
Sports Marketing, Sports, Sponsorship, Social Media, Social Media Marketing, Marketing, Marketing Strategy, New Business Development, Account Management, Sports Management, Strategic Planning, Sales, Strategic Partnerships, Integrated Marketing, Advertising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
MA, Accounting
University of Richmond 1987 — 1990
BA, Communication, Journalism, and Related Programs
Canyon Pass Provisions 2015 - Present
StoneTimberRiver LLC 1996 - 2015
Nucor Corporation 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
Sports Marketing, Sports, Sponsorship, Social Media, Social Media Marketing, Marketing, Marketing Strategy, New Business Development, Account Management, Sports Management, Strategic Planning, Sales, Strategic Partnerships, Integrated Marketing, Advertising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
MA, Accounting
University of Richmond 1987 — 1990
BA, Communication, Journalism, and Related Programs
Bill McKendry's Coopers & Lybrand Experience July 1991 - October 1993
Job EVP, Chief Enterprise Risk Officer
Industry Banking
Experience
Bank of North Carolina December 2011 - Present
First Citizens Bank June 2004 - October 2011
Wachovia Bank August 2000 - June 2004
Bank One May 1997 - August 2000
Bath & Body Works October 1993 - May 1997
Coopers & Lybrand July 1991 - October 1993
Skills
Enterprise Risk..., Internal Audit, Governance, Risk Management, Auditing, Sarbanes-Oxley Act, Banking, Financial Risk, Financial Services, Credit, Finance, Financial Analysis, Internal Controls, Portfolio Management, Credit Risk, Financial Reporting, Loans
Education
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Tax, Finance
University of Notre Dame 1986 — 1990
BBA, Accounting
Bank of North Carolina December 2011 - Present
First Citizens Bank June 2004 - October 2011
Wachovia Bank August 2000 - June 2004
Bank One May 1997 - August 2000
Bath & Body Works October 1993 - May 1997
Coopers & Lybrand July 1991 - October 1993
Skills
Enterprise Risk..., Internal Audit, Governance, Risk Management, Auditing, Sarbanes-Oxley Act, Banking, Financial Risk, Financial Services, Credit, Finance, Financial Analysis, Internal Controls, Portfolio Management, Credit Risk, Financial Reporting, Loans
Education
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Tax, Finance
University of Notre Dame 1986 — 1990
BBA, Accounting
John W. (Jack) Cunningham, JD, CFP, CPA/PFS John W. (Jack) Cunningham, JD, CFP, CPA/PFS's Coopers & Lybrand Experience 1985 - 1988
Job Member/Manager at Cunningham & Associates Advisory Services, PLLC
Industry Accounting
Experience
Cunningham & Associates Advisory Services, PLLC October 1988 - Present
Coopers & Lybrand 1985 - 1988
Skills
Good coach, Accounting, Tax, CPA, Small Business, Financial Planners, Financial Analysis, Tax Preparation, Auditing, QuickBooks, Managerial Finance, Tax Accounting, Corporate Tax, Due Diligence
Education
University of Michigan Law School 1979 — 1985
JD, Taxation
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Cunningham & Associates Advisory Services, PLLC October 1988 - Present
Coopers & Lybrand 1985 - 1988
Skills
Good coach, Accounting, Tax, CPA, Small Business, Financial Planners, Financial Analysis, Tax Preparation, Auditing, QuickBooks, Managerial Finance, Tax Accounting, Corporate Tax, Due Diligence
Education
University of Michigan Law School 1979 — 1985
JD, Taxation
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Nat Hayes Nat Hayes's Coopers & Lybrand Experience February 1994 - September 1996
Job President at Area Real Estate Advisor, Inc.
Industry Real Estate
Experience
Area Real Estate Advisor, Inc. October 2011 - Present
NAI Piedmont Triad August 2008 - May 2011
NAI Global 2008 - May 2011
NAI Piedmont Triad Commercial Properties, Inc. August 2008 - August 2008
Porter & Company November 2001 - July 2008
Hamlett Associates 2000 - 2001
Hayes Properties June 1999 - December 2000
Samet Corporation September 1996 - June 1999
Coopers & Lybrand February 1994 - September 1996
Dixon Odom & Company October 1992 - February 1994
Skills
Real Estate, CPA, Investment Properties, Management, Real Estate License, Leases, Customer Service, Sellers, Property Management, Relocation, Public Speaking, Brokerage, Location Intelligence, Residential Homes, Tenant, Buyer Representation, Sales, Real Estate Transactions, Real Estate Development, Marketing, Foreclosures, Tax, Lease Negotiations, Disposition, Strategic Planning, Construction, Commercial Real Estate, Condos, Corporate Real Estate, Investors, Real Property
Education
University of North Carolina at Chapel Hill 1983 — 1988
BA, Economics, Accounting
Area Real Estate Advisor, Inc. October 2011 - Present
NAI Piedmont Triad August 2008 - May 2011
NAI Global 2008 - May 2011
NAI Piedmont Triad Commercial Properties, Inc. August 2008 - August 2008
Porter & Company November 2001 - July 2008
Hamlett Associates 2000 - 2001
Hayes Properties June 1999 - December 2000
Samet Corporation September 1996 - June 1999
Coopers & Lybrand February 1994 - September 1996
Dixon Odom & Company October 1992 - February 1994
Skills
Real Estate, CPA, Investment Properties, Management, Real Estate License, Leases, Customer Service, Sellers, Property Management, Relocation, Public Speaking, Brokerage, Location Intelligence, Residential Homes, Tenant, Buyer Representation, Sales, Real Estate Transactions, Real Estate Development, Marketing, Foreclosures, Tax, Lease Negotiations, Disposition, Strategic Planning, Construction, Commercial Real Estate, Condos, Corporate Real Estate, Investors, Real Property
Education
University of North Carolina at Chapel Hill 1983 — 1988
BA, Economics, Accounting
Ken Julien Ken Julien's Coopers & Lybrand Experience 1987 - 1993
Job Partner Management Consulting, Plante & Moran
Industry Management Consulting
Experience
Plante & Moran, PLLC July 2011 - Present
Plante Moran May 1993 - June 2011
Coopers & Lybrand 1987 - 1993
Texas Instruments May 1982 - September 1987
Skills
Financial Analysis, Business Process..., Management Consulting, Process Improvement, Consulting, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
IMA National Conference
IMA National Conference
Plante & Moran, PLLC July 2011 - Present
Plante Moran May 1993 - June 2011
Coopers & Lybrand 1987 - 1993
Texas Instruments May 1982 - September 1987
Skills
Financial Analysis, Business Process..., Management Consulting, Process Improvement, Consulting, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
IMA National Conference
IMA National Conference
Cheryl Gill, CPA's Coopers & Lybrand Experience January 1982 - July 1987
Job Principal at MRPR Group, PC
Industry Accounting
Experience
MRPR Group, PC January 1999 - Present
Coopers & Lybrand January 1982 - July 1987
Plante & Moran, PLLC January 1980 - April 1981
Skills
Tax, Income Tax, Charitable Trusts, Private Foundations, Trust Accounting, Trust and Estate Income..., Tax Accounting, Tax Preparation, Auditing, QuickBooks, Accounting, Financial Reporting, Financial Analysis, Financial Statements, Trusts, US GAAP, Tax Law, Tax Returns
Education
University of Michigan-Dearborn 1980 — 1982
BBA, Accounting
University of Michigan-Dearborn 1978 — 1982
bba, accounting
MRPR Group, PC January 1999 - Present
Coopers & Lybrand January 1982 - July 1987
Plante & Moran, PLLC January 1980 - April 1981
Skills
Tax, Income Tax, Charitable Trusts, Private Foundations, Trust Accounting, Trust and Estate Income..., Tax Accounting, Tax Preparation, Auditing, QuickBooks, Accounting, Financial Reporting, Financial Analysis, Financial Statements, Trusts, US GAAP, Tax Law, Tax Returns
Education
University of Michigan-Dearborn 1980 — 1982
BBA, Accounting
University of Michigan-Dearborn 1978 — 1982
bba, accounting
Sue Grahek's Coopers & Lybrand Experience 1982 - 1984
Job Vice President Human Resources
Industry Medical Devices
Experience
ACIST Medical Systems July 2007 - Present
Boston Scientific 2001 - 2007
Minntech Corporation January 1999 - June 2001
Clariant Corporation July 1995 - January 1999
Sandoz/Novartis Nutrition August 1988 - June 1995
Fredrikson & Byron 1984 - 1988
Coopers & Lybrand 1982 - 1984
Skills
Talent Management, Employee Engagement, Executive Coaching, Culture Development, Leading Organizational..., Talent Acquisition, Performance Management, Strategic HR, Human Resources, Leadership, Recruiting, HRIS, Medical Devices, Employee Relations, Onboarding, Succession Planning, College Recruiting, Workforce Planning, Organizational..., Management, Cross-functional Team..., Change Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
ACIST Medical Systems July 2007 - Present
Boston Scientific 2001 - 2007
Minntech Corporation January 1999 - June 2001
Clariant Corporation July 1995 - January 1999
Sandoz/Novartis Nutrition August 1988 - June 1995
Fredrikson & Byron 1984 - 1988
Coopers & Lybrand 1982 - 1984
Skills
Talent Management, Employee Engagement, Executive Coaching, Culture Development, Leading Organizational..., Talent Acquisition, Performance Management, Strategic HR, Human Resources, Leadership, Recruiting, HRIS, Medical Devices, Employee Relations, Onboarding, Succession Planning, College Recruiting, Workforce Planning, Organizational..., Management, Cross-functional Team..., Change Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Paul Mullaney Paul Mullaney's Coopers & Lybrand Experience June 1984 - July 1987
Job Managing Director North American Real Estate at CarVal Investors
Industry Commercial Real Estate
Experience
CarVal Investors July 1987 - Present
Coopers & Lybrand June 1984 - July 1987
Education
University of Minnesota-Twin Cities
BA, MBA, Accounting, Finance
CarVal Investors July 1987 - Present
Coopers & Lybrand June 1984 - July 1987
Education
University of Minnesota-Twin Cities
BA, MBA, Accounting, Finance
Chuck Monico Chuck Monico's Coopers & Lybrand Experience December 1992 - April 1996
Job President at CM's A Cut Above
Industry Construction
Experience
CM's A Cut Above April 1996 - Present
Coopers & Lybrand December 1992 - April 1996
Skills
Landscaping, Business Development, Hardscape, Irrigation, New Business Development, Lawn Care, Landscape Design, Team Building, Landscape Lighting, Pavers, Patios, Small Business, Strategic Partnerships, Strategic Planning, Profit Optimization, Business Acquisition, Value Engineering, Accountability, Leadership, Community Support, Marketing, Customer Satisfaction, Customer Retention, Customer Service, Business Strategy, Resource Management, Budgets, Contract Negotiation, Construction, Construction Management, Walls, Management, Trees, Landscape Maintenance, LLC, Sales Management, Account Management, Concrete, Marketing Strategy, Water Features, Residential Homes, Horticulture, Proposal Writing, Business Ethics, Water, Executive Management, Stormwater Management, Disposition
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Science (BS), Accounting
CM's A Cut Above April 1996 - Present
Coopers & Lybrand December 1992 - April 1996
Skills
Landscaping, Business Development, Hardscape, Irrigation, New Business Development, Lawn Care, Landscape Design, Team Building, Landscape Lighting, Pavers, Patios, Small Business, Strategic Partnerships, Strategic Planning, Profit Optimization, Business Acquisition, Value Engineering, Accountability, Leadership, Community Support, Marketing, Customer Satisfaction, Customer Retention, Customer Service, Business Strategy, Resource Management, Budgets, Contract Negotiation, Construction, Construction Management, Walls, Management, Trees, Landscape Maintenance, LLC, Sales Management, Account Management, Concrete, Marketing Strategy, Water Features, Residential Homes, Horticulture, Proposal Writing, Business Ethics, Water, Executive Management, Stormwater Management, Disposition
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Science (BS), Accounting
Bill Warrell Bill Warrell's Coopers & Lybrand Experience 1993 - 1994
Job Asst. Controller, Otis Elevator
Industry Construction
Experience
Otis Elevator Company July 2015 - Present
Pratt & Whitney 2007 - June 2015
Pratt & Whitney 2004 - 2007
Pratt & Whitney 2002 - 2004
United Technologies 1997 - 2001
Price Waterhouse 1994 - 1997
Coopers & Lybrand 1993 - 1994
Skills
Internal Audit, Accounting, Internal Controls, Auditing, Financial Accounting, Aerospace, Financial Reporting, Sarbanes-Oxley Act, Government Contracting, US GAAP, SAP, Business Process..., Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business Administration
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Accounting
Otis Elevator Company July 2015 - Present
Pratt & Whitney 2007 - June 2015
Pratt & Whitney 2004 - 2007
Pratt & Whitney 2002 - 2004
United Technologies 1997 - 2001
Price Waterhouse 1994 - 1997
Coopers & Lybrand 1993 - 1994
Skills
Internal Audit, Accounting, Internal Controls, Auditing, Financial Accounting, Aerospace, Financial Reporting, Sarbanes-Oxley Act, Government Contracting, US GAAP, SAP, Business Process..., Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business Administration
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Accounting
Geoffrey Thacker Geoffrey Thacker's Coopers & Lybrand Experience May 1995 - October 1998
Job Executive Partner at The Portage Group
Industry Management Consulting
Experience
The Portage Group June 2014 - Present
Association Resource Centre June 2002 - September 2014
PwC Consulting October 1998 - June 2002
Coopers & Lybrand May 1995 - October 1998
Skills
Tourism, Advertising Research, Market Research, Research, Analysis, Qualitative Research, Non-profits, Proposal Writing, Governance, Strategic Planning, Strategic Communications, Marketing Communications, Benchmarking, Marketing Strategy, Nonprofits, Management Consulting, Strategy, Market Analysis, Budgets, Report Writing, Association Management, Board Governance, Membership, Environmental Analysis, Compensation & Benefits, Management
Education
University of Ottawa 1991 — 1995
Bachelor of Commerce, Finance and Marketing
Canadian Securities Institute 1994 — 1994
Canadian Securities Course
Malvern Collegiate Institute 1986 — 1990
The Portage Group June 2014 - Present
Association Resource Centre June 2002 - September 2014
PwC Consulting October 1998 - June 2002
Coopers & Lybrand May 1995 - October 1998
Skills
Tourism, Advertising Research, Market Research, Research, Analysis, Qualitative Research, Non-profits, Proposal Writing, Governance, Strategic Planning, Strategic Communications, Marketing Communications, Benchmarking, Marketing Strategy, Nonprofits, Management Consulting, Strategy, Market Analysis, Budgets, Report Writing, Association Management, Board Governance, Membership, Environmental Analysis, Compensation & Benefits, Management
Education
University of Ottawa 1991 — 1995
Bachelor of Commerce, Finance and Marketing
Canadian Securities Institute 1994 — 1994
Canadian Securities Course
Malvern Collegiate Institute 1986 — 1990
Cindy Smith Waite Cindy Smith Waite's Coopers & Lybrand Experience 1991 - 1993
Job President, Accentuate Staffing
Industry Staffing and Recruiting
Experience
Accentuate Staffing July 1997 - Present
Capital Area Workforce Development Board September 2014 - Present
The Montessori School of Raleigh July 2011 - June 2014
IBM 1996 - 1997
Robert Half / Accountemps 1994 - 1996
Coopers & Lybrand 1991 - 1993
Skills
Recruiting, Talent Acquisition, Employee Relations, Technical Recruiting, Human Resources, Temporary Placement, Onboarding, Talent Management, Sourcing, Building Relationships, Consulting, Succession Planning, Executive Management, Applicant Tracking..., Organizational..., Training, Employee Engagement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1991
Masters in Accounting, Bachelors in Business Administration
Accentuate Staffing July 1997 - Present
Capital Area Workforce Development Board September 2014 - Present
The Montessori School of Raleigh July 2011 - June 2014
IBM 1996 - 1997
Robert Half / Accountemps 1994 - 1996
Coopers & Lybrand 1991 - 1993
Skills
Recruiting, Talent Acquisition, Employee Relations, Technical Recruiting, Human Resources, Temporary Placement, Onboarding, Talent Management, Sourcing, Building Relationships, Consulting, Succession Planning, Executive Management, Applicant Tracking..., Organizational..., Training, Employee Engagement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1991
Masters in Accounting, Bachelors in Business Administration
Peter Weinhold Peter Weinhold's Coopers & Lybrand Experience June 1988 - March 1996
Job Mobile Solution Delivery Manager, Enterprise Technology Services at Liberty Mutual Insurance
Industry Information Services
Experience
Liberty Mutual Insurance April 2010 - Present
Liberty Mutual Insurance September 2009 - April 2010
Liberty Mutual April 1996 - September 2009
Coopers & Lybrand June 1988 - March 1996
US EPA May 1986 - June 1988
Skills
Mobile Device Management, Mobile Applications, Virtual Desktop, Business Analysis, Product Engineering, Quality Assurance, IT Operations, Six Sigma, Enterprise Software, Vendor Management, ITIL, IT Strategy, IT Service Management, IT Management, Enterprise Architecture, Program Management, CRM, Data Warehousing, PMO, Information Technology, Information Security, Change Management, Software Project..., Project Management, Project Portfolio..., Management, Risk Management, SDLC, Process Improvement, Project Planning, Requirements Analysis, Technical Support, Team Leadership, Cloud Computing, Outsourcing, Data Center, Mobile Devices, Leadership, SharePoint, Business Intelligence, Requirements Gathering, Business Continuity, Solution Architecture, Business Process, Consulting, PMP, Visio, Disaster Recovery, Cross-functional Team..., Business Process...
Education
University of New Hampshire 1979 — 1986
BS, Plant Science/Business Administration
Liberty Mutual Insurance April 2010 - Present
Liberty Mutual Insurance September 2009 - April 2010
Liberty Mutual April 1996 - September 2009
Coopers & Lybrand June 1988 - March 1996
US EPA May 1986 - June 1988
Skills
Mobile Device Management, Mobile Applications, Virtual Desktop, Business Analysis, Product Engineering, Quality Assurance, IT Operations, Six Sigma, Enterprise Software, Vendor Management, ITIL, IT Strategy, IT Service Management, IT Management, Enterprise Architecture, Program Management, CRM, Data Warehousing, PMO, Information Technology, Information Security, Change Management, Software Project..., Project Management, Project Portfolio..., Management, Risk Management, SDLC, Process Improvement, Project Planning, Requirements Analysis, Technical Support, Team Leadership, Cloud Computing, Outsourcing, Data Center, Mobile Devices, Leadership, SharePoint, Business Intelligence, Requirements Gathering, Business Continuity, Solution Architecture, Business Process, Consulting, PMP, Visio, Disaster Recovery, Cross-functional Team..., Business Process...
Education
University of New Hampshire 1979 — 1986
BS, Plant Science/Business Administration
G. Brint Ryan's Coopers & Lybrand Experience July 1988 - July 1991
Job Chairman and CEO at Ryan LLC
Industry Financial Services
Experience
Settles Hotel Development Company LLC 2007 - Present
Ryan July 1991 - Present
American Heart Asssociation 2011 - 2012
Coopers & Lybrand July 1988 - July 1991
Skills
Tax Research, Business Valuation, Tax Law, Corporate Finance, Sales & Use Tax, Use Tax, State Tax, Income Tax, Consulting, Valuation, Managerial Finance, Forensic Accounting, Leadership, General Ledger, Tax, Venture Capital, Property Tax, Strategy, Mergers, International Tax, Indirect Taxation, Mergers, Tax Advisory, Transaction Tax, US Tax, Mergers & Acquisitions
Education
University of North Texas 1982 — 1988
BS/MS, Accounting - Taxation
Settles Hotel Development Company LLC 2007 - Present
Ryan July 1991 - Present
American Heart Asssociation 2011 - 2012
Coopers & Lybrand July 1988 - July 1991
Skills
Tax Research, Business Valuation, Tax Law, Corporate Finance, Sales & Use Tax, Use Tax, State Tax, Income Tax, Consulting, Valuation, Managerial Finance, Forensic Accounting, Leadership, General Ledger, Tax, Venture Capital, Property Tax, Strategy, Mergers, International Tax, Indirect Taxation, Mergers, Tax Advisory, Transaction Tax, US Tax, Mergers & Acquisitions
Education
University of North Texas 1982 — 1988
BS/MS, Accounting - Taxation
Wes Talton Wes Talton's Coopers & Lybrand Experience 1991 - 1995
Job President/Owner at F. Wesley Talton, Jr., CPA, P.A.
Industry Accounting
Experience
F. Wesley Talton, Jr., CPA, P.A. January 1995 - Present
Coopers & Lybrand 1991 - 1995
Skills
Corporate and..., Small Business..., Medicare and Medicaid..., Hospice CAP Liability..., Accounting, Payroll, Tax, Small Business, QuickBooks, Auditing, Accounts Payable, Financial Accounting, Corporate Tax, Bookkeeping, Finance, Internal Controls, Budgets, Business Planning, Corporate Finance
Education
UNC Chapel Hill
English, Religion
Wake Forest University
Accounting
F. Wesley Talton, Jr., CPA, P.A. January 1995 - Present
Coopers & Lybrand 1991 - 1995
Skills
Corporate and..., Small Business..., Medicare and Medicaid..., Hospice CAP Liability..., Accounting, Payroll, Tax, Small Business, QuickBooks, Auditing, Accounts Payable, Financial Accounting, Corporate Tax, Bookkeeping, Finance, Internal Controls, Budgets, Business Planning, Corporate Finance
Education
UNC Chapel Hill
English, Religion
Wake Forest University
Accounting
Larry Austin Larry Austin's Coopers & Lybrand Experience December 1979 - August 1983
Job Director of Church Health at EFCA Central
Industry Nonprofit Organization Management
Experience
EFCA Central September 2008 - Present
First Evangelical Free Church of Ames September 1987 - August 2008
Biola University January 1984 - August 1987
Coopers & Lybrand December 1979 - August 1983
Skills
Certified Public..., Accounting, Auditing, Budgets, Strategic Planning, Microsoft Word, Public Speaking, General Ledger, Microsoft Office, Financial Analysis, GAAP, Leadership Development, Non-profits, Theology, Discipleship, Nonprofits, Teaching, Coaching, Church Events, Volunteer Management, Pastoral Care, Preaching
Education
Talbot School of Theology 1983 — 1986
Master of Divinity, Bible Exposition
University of Nebraska-Lincoln 1973 — 1978
Bachelor of Science, Accounting
EFCA Central September 2008 - Present
First Evangelical Free Church of Ames September 1987 - August 2008
Biola University January 1984 - August 1987
Coopers & Lybrand December 1979 - August 1983
Skills
Certified Public..., Accounting, Auditing, Budgets, Strategic Planning, Microsoft Word, Public Speaking, General Ledger, Microsoft Office, Financial Analysis, GAAP, Leadership Development, Non-profits, Theology, Discipleship, Nonprofits, Teaching, Coaching, Church Events, Volunteer Management, Pastoral Care, Preaching
Education
Talbot School of Theology 1983 — 1986
Master of Divinity, Bible Exposition
University of Nebraska-Lincoln 1973 — 1978
Bachelor of Science, Accounting
Jim Stelzer Jim Stelzer's Coopers & Lybrand Experience 1986 - 1993
Job Managing Partner, Barton, Walter & Krier, LLC
Industry Accounting
Experience
Barton Walter & Krier, LLC August 2008 - Present
CBIZ MHM, LLC and Mayer Hoffman McCann, P.C. September 1993 - July 2008
PricewaterhouseCoopers September 1986 - September 1993
Coopers & Lybrand 1986 - 1993
Skills
Real Estate, Construction, Home Builders, Tax, Accounting, Manufacturing, Small Business, Financial Reporting, Financial Planning, Budgeting, Forecasting, Financial Analysis, Audit, Banking, Business Analysis, Hiring, Auditing, Budgets, Strategic Financial..., Financial Statements, Finance
Education
University of Northern Iowa 1982 — 1986
BA, Accounting
Anamosa High School 1980 — 1982
Barton Walter & Krier, LLC August 2008 - Present
CBIZ MHM, LLC and Mayer Hoffman McCann, P.C. September 1993 - July 2008
PricewaterhouseCoopers September 1986 - September 1993
Coopers & Lybrand 1986 - 1993
Skills
Real Estate, Construction, Home Builders, Tax, Accounting, Manufacturing, Small Business, Financial Reporting, Financial Planning, Budgeting, Forecasting, Financial Analysis, Audit, Banking, Business Analysis, Hiring, Auditing, Budgets, Strategic Financial..., Financial Statements, Finance
Education
University of Northern Iowa 1982 — 1986
BA, Accounting
Anamosa High School 1980 — 1982
Harry Schmidt Harry Schmidt's Coopers & Lybrand Experience 1977 - 1981
Job Owner, President at Schmidt & Associates, PC
Industry Accounting
Experience
Schmidt & Associates, PC 1989 - Present
Bailey, Saetveit, Noven & Schmidt, P.C. 1982 - 1988
Coopers & Lybrand 1977 - 1981
Peat Marwick 1973 - 1977
Skills
Finacial strategies, Optimizing revenue, Goal-surpassing fiscal..., Professional Services, Auditing, Accounting, Strategic Financial..., Tax, Business Planning, Budgets, Financial Modeling, Strategy
Education
University of Nebraska at Kearney
Accounting
Schmidt & Associates, PC 1989 - Present
Bailey, Saetveit, Noven & Schmidt, P.C. 1982 - 1988
Coopers & Lybrand 1977 - 1981
Peat Marwick 1973 - 1977
Skills
Finacial strategies, Optimizing revenue, Goal-surpassing fiscal..., Professional Services, Auditing, Accounting, Strategic Financial..., Tax, Business Planning, Budgets, Financial Modeling, Strategy
Education
University of Nebraska at Kearney
Accounting
Lorraine Hoffower Lorraine Hoffower's Coopers & Lybrand Experience June 1993 - April 1997
Job Project Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance April 2002 - Present
KPMG April 1997 - August 2001
Coopers & Lybrand June 1993 - April 1997
Skills
Management, Process Improvement, Insurance, Property & Casualty..., Project Management, Customer Service, Analysis, Call Centers, Business Analysis
Education
University of Missouri-Kansas City 1989 — 1992
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Farmers Insurance April 2002 - Present
KPMG April 1997 - August 2001
Coopers & Lybrand June 1993 - April 1997
Skills
Management, Process Improvement, Insurance, Property & Casualty..., Project Management, Customer Service, Analysis, Call Centers, Business Analysis
Education
University of Missouri-Kansas City 1989 — 1992
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Chad Adams Chad Adams's Coopers & Lybrand Experience May 1984 - September 1986
Job President, Adams Bank & Trust
Industry Banking
Experience
Adams Bank & Trust September 1986 - Present
Western Insurors September 1986 - Present
Adams Mortgage November 2006 - Present
Graduate School of Banking, Boulder, CO March 2009 - Present
Raymond James Financial Services October 1995 - Present
Colorado Bankers Association May 2013 - Present
Bankers Bank of the West March 2004 - April 2014
US Army May 1981 - December 1989
Coopers & Lybrand May 1984 - September 1986
Skills
Customer Service, Credit Risk, Lines Of Credit, Refinance, Mortgage Banking, Sales Management, Real Estate, Relationship Management, Loan Origination, Investments, Commercial Banking, Strategic Financial..., Portfolio Management, Retail Banking, Auditing, Cash Management, Risk Management, Real Estate Financing, Financial Institutions, Executive Management, Commercial Lending, Finance, Insurance, Securities, Small Business Lending, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Business Development, Underwriting, Financial Services, Consumer Lending, Financial Analysis, Small Business, Mortgage Lending, Loans, Banking, Construction Loans
Education
University of Nebraska College of Law 1981 — 1984
JD, Secured Transactions; Taxation
University of Nebraska-Lincoln 1977 — 1981
BS, CPA, Business
Graduate School of Banking at Colorado 1990 — 1991
Banking
Adams Bank & Trust September 1986 - Present
Western Insurors September 1986 - Present
Adams Mortgage November 2006 - Present
Graduate School of Banking, Boulder, CO March 2009 - Present
Raymond James Financial Services October 1995 - Present
Colorado Bankers Association May 2013 - Present
Bankers Bank of the West March 2004 - April 2014
US Army May 1981 - December 1989
Coopers & Lybrand May 1984 - September 1986
Skills
Customer Service, Credit Risk, Lines Of Credit, Refinance, Mortgage Banking, Sales Management, Real Estate, Relationship Management, Loan Origination, Investments, Commercial Banking, Strategic Financial..., Portfolio Management, Retail Banking, Auditing, Cash Management, Risk Management, Real Estate Financing, Financial Institutions, Executive Management, Commercial Lending, Finance, Insurance, Securities, Small Business Lending, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Business Development, Underwriting, Financial Services, Consumer Lending, Financial Analysis, Small Business, Mortgage Lending, Loans, Banking, Construction Loans
Education
University of Nebraska College of Law 1981 — 1984
JD, Secured Transactions; Taxation
University of Nebraska-Lincoln 1977 — 1981
BS, CPA, Business
Graduate School of Banking at Colorado 1990 — 1991
Banking
Coy Kersey Coy Kersey's Coopers & Lybrand Experience 1976 - 1979
Job Comptroller at Oklahoma County District 2
Industry Accounting
Experience
Oklahoma County District 2 February 2009 - Present
Bob Mills Furniture Co., Inc. November 1991 - December 2008
LSB Industries January 1989 - October 1991
Midwest Fabrication, Inc. 1987 - 1988
Nashert Construction 1986 - 1987
Liberty Exploration Company, Inc. 1982 - 1985
Eagle Petroleum Corporation 1979 - 1982
Coopers & Lybrand 1976 - 1979
Southwestern Group, Inc. 1974 - 1976
Arthur Andersen & Co. 1967 - 1974
Skills
Cost Accounting, Auditing, Journal Entries, Budgets, Strategic Planning, Policy, Nonprofits, Microsoft Office, General Ledger, Customer Service, Leadership, Team Building, Accounting, Financial Analysis, Management, Training, Payroll, Financial Reporting, GAAP
Education
University of Oklahoma 1962 — 1967
BBA, Accounting, Business Law
Oklahoma County District 2 February 2009 - Present
Bob Mills Furniture Co., Inc. November 1991 - December 2008
LSB Industries January 1989 - October 1991
Midwest Fabrication, Inc. 1987 - 1988
Nashert Construction 1986 - 1987
Liberty Exploration Company, Inc. 1982 - 1985
Eagle Petroleum Corporation 1979 - 1982
Coopers & Lybrand 1976 - 1979
Southwestern Group, Inc. 1974 - 1976
Arthur Andersen & Co. 1967 - 1974
Skills
Cost Accounting, Auditing, Journal Entries, Budgets, Strategic Planning, Policy, Nonprofits, Microsoft Office, General Ledger, Customer Service, Leadership, Team Building, Accounting, Financial Analysis, Management, Training, Payroll, Financial Reporting, GAAP
Education
University of Oklahoma 1962 — 1967
BBA, Accounting, Business Law
Larry Weiss's Coopers & Lybrand Experience January 1977 - December 1982
Job President of Keller Laboratories Inc. & Director Of Operations National Dentex
Industry Medical Devices
Experience
Keller Laboratories Inc. August 2008 - Present
National Dentex Corporation January 2007 - August 2008
Keller Laboratories, Inc. March 2006 - August 2008
Keller Laboratories, Inc. 1982 - August 2008
Coopers & Lybrand January 1977 - December 1982
Skills
Manufacturing, Strategic Planning, Mergers, Team Building, Process Improvement, Lean Manufacturing, Analytical Skills, Best Practices, Key Performance..., Key Account Management, Medical Devices, Business Development, Entrepreneurship, Innovation, Leadership, New Business Development, Organization, Outsourcing, Problem Solving, Restructuring, Training, Business Strategy, Marketing, Product Development, Sales, Mergers & Acquisitions, Executive Management, Strategy, Business Process..., Sales Operations, Coaching, Performance Management
Education
University of North Carolina at Chapel Hill 2007 — 2007
Masters Round Table, Leadership
University of Missouri-Columbia 1973 — 1976
BSBA, Accounting
Keller Laboratories Inc. August 2008 - Present
National Dentex Corporation January 2007 - August 2008
Keller Laboratories, Inc. March 2006 - August 2008
Keller Laboratories, Inc. 1982 - August 2008
Coopers & Lybrand January 1977 - December 1982
Skills
Manufacturing, Strategic Planning, Mergers, Team Building, Process Improvement, Lean Manufacturing, Analytical Skills, Best Practices, Key Performance..., Key Account Management, Medical Devices, Business Development, Entrepreneurship, Innovation, Leadership, New Business Development, Organization, Outsourcing, Problem Solving, Restructuring, Training, Business Strategy, Marketing, Product Development, Sales, Mergers & Acquisitions, Executive Management, Strategy, Business Process..., Sales Operations, Coaching, Performance Management
Education
University of North Carolina at Chapel Hill 2007 — 2007
Masters Round Table, Leadership
University of Missouri-Columbia 1973 — 1976
BSBA, Accounting
Stacie Kwaiser's Coopers & Lybrand Experience May 1994 - August 1996
Job Principal at Rehmann
Industry Accounting
Experience
Rehmann September 1996 - Present
Coopers & Lybrand May 1994 - August 1996
Skills
Accounting, Business Valuation, Financial Reporting, Strategic Financial..., Auditing, Financial Analysis, Financial Accounting, GAAP, Tax Preparation, Investments, US GAAP, Tax, Assurance, Internal Controls, CPA, Single Audit, FASB, GASB, External Audit, Financial Statements, Forensic Accounting, Tax Accounting, Corporate Tax
Education
University of Michigan Business School 1990 — 1994
BBA, Accounting
Rehmann September 1996 - Present
Coopers & Lybrand May 1994 - August 1996
Skills
Accounting, Business Valuation, Financial Reporting, Strategic Financial..., Auditing, Financial Analysis, Financial Accounting, GAAP, Tax Preparation, Investments, US GAAP, Tax, Assurance, Internal Controls, CPA, Single Audit, FASB, GASB, External Audit, Financial Statements, Forensic Accounting, Tax Accounting, Corporate Tax
Education
University of Michigan Business School 1990 — 1994
BBA, Accounting
Nevene Mosharrafa Nevene Mosharrafa's Coopers & Lybrand Experience 1984 - 1987
Job Corporate Financial Consultant
Industry Management Consulting
Experience
Nevene Mosharrafa, CPA Consulting September 1997 - Present
Littler Mendelson 1995 - 1997
Pillsbury Winthrop Shaw Pittman (formerly Pillsbury Madison & Sutro) 1993 - 1995
Physicians Eyecare Network, Inc. 1992 - 1993
Benson Optical, Inc. 1991 - 1992
UnitedHealthcare 1987 - 1991
Coopers & Lybrand 1984 - 1987
Education
University of Minnesota-Twin Cities
Bachelor of Science, Accounting
Nevene Mosharrafa, CPA Consulting September 1997 - Present
Littler Mendelson 1995 - 1997
Pillsbury Winthrop Shaw Pittman (formerly Pillsbury Madison & Sutro) 1993 - 1995
Physicians Eyecare Network, Inc. 1992 - 1993
Benson Optical, Inc. 1991 - 1992
UnitedHealthcare 1987 - 1991
Coopers & Lybrand 1984 - 1987
Education
University of Minnesota-Twin Cities
Bachelor of Science, Accounting
Curtis Rippee's Coopers & Lybrand Experience August 1989 - August 1994
Job Managing Partner and CFO at ACIS, Inc.
Industry Facilities Services
Experience
ACIS - Air Conditioning Innovative Solutions, Inc. January 2012 - Present
StratiFi Partners, LLC October 2003 - January 2012
Holigan Investment Group, Ltd August 2002 - October 2003
Monarch Dental Corporation November 1998 - August 2002
Silicon Display, Inc. January 1998 - August 1998
Baylor Health Care System August 1994 - January 1998
Coopers & Lybrand August 1989 - August 1994
Skills
Financial Reporting, Management, CPA, Mergers, Financial Analysis, Accounting, Internal Controls, SEC filings, Outsourcing, General Ledger, Process Improvement, Strategic Planning, Due Diligence, HVAC, Strategy
Education
University of Missouri-Columbia 1985 — 1989
BS
ACIS - Air Conditioning Innovative Solutions, Inc. January 2012 - Present
StratiFi Partners, LLC October 2003 - January 2012
Holigan Investment Group, Ltd August 2002 - October 2003
Monarch Dental Corporation November 1998 - August 2002
Silicon Display, Inc. January 1998 - August 1998
Baylor Health Care System August 1994 - January 1998
Coopers & Lybrand August 1989 - August 1994
Skills
Financial Reporting, Management, CPA, Mergers, Financial Analysis, Accounting, Internal Controls, SEC filings, Outsourcing, General Ledger, Process Improvement, Strategic Planning, Due Diligence, HVAC, Strategy
Education
University of Missouri-Columbia 1985 — 1989
BS
Kevin Keliher Kevin Keliher's Coopers & Lybrand Experience February 1990 - March 1993
Job Corporate Development & CFO at Woody Buckner, Igniting Strategic Destiny
Industry Financial Services
Experience
BUCKNER & COMPANY March 2000 - Present
BUCKNER & COMPANY March 1993 - March 2000
Coopers & Lybrand February 1990 - March 1993
CF & Co., LLP January 1982 - January 1990
Skills
CPA, Change Management, Corporate Development, Strategic Planning, Business Transformation, Business Strategy, Budgeting, P&L, Process Improvement, Strategic Partnerships, Sales, Mergers & Acquisitions, Management, Budgets, Management Consulting, Negotiation, Start-ups, Financial Modeling, Strategy, New Business Development, CRM, Managerial Finance, Forecasting, Income Statement, Strategic Financial..., Finance, Due Diligence
Education
University of North Texas 1977 — 1981
BBA, Business, Finance & Accounting
BUCKNER & COMPANY March 2000 - Present
BUCKNER & COMPANY March 1993 - March 2000
Coopers & Lybrand February 1990 - March 1993
CF & Co., LLP January 1982 - January 1990
Skills
CPA, Change Management, Corporate Development, Strategic Planning, Business Transformation, Business Strategy, Budgeting, P&L, Process Improvement, Strategic Partnerships, Sales, Mergers & Acquisitions, Management, Budgets, Management Consulting, Negotiation, Start-ups, Financial Modeling, Strategy, New Business Development, CRM, Managerial Finance, Forecasting, Income Statement, Strategic Financial..., Finance, Due Diligence
Education
University of North Texas 1977 — 1981
BBA, Business, Finance & Accounting
Matt Curoe's Coopers & Lybrand Experience September 1992 - February 1997
Job Director of Business Planning & Analysis at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2013 - Present
Fifth Third Bank October 2010 - October 2013
Fifth Third Bank November 2007 - October 2009
Fifth Third Bank February 2005 - November 2007
Fifth Third Bank March 2004 - February 2005
Xomox Corporation June 2001 - March 2004
Emerson February 1997 - July 2001
Coopers & Lybrand September 1992 - February 1997
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Banking, Strategic Financial..., Finance, Corporate Finance, Financial Services, Sarbanes-Oxley Act, Cash Management, Forecasting, Mergers & Acquisitions, Treasury Management, Budgets
Education
Xavier University 1997 — 2000
MBA
University of Notre Dame 1988 — 1992
BBA, Accounting
Fifth Third Bank November 2013 - Present
Fifth Third Bank October 2010 - October 2013
Fifth Third Bank November 2007 - October 2009
Fifth Third Bank February 2005 - November 2007
Fifth Third Bank March 2004 - February 2005
Xomox Corporation June 2001 - March 2004
Emerson February 1997 - July 2001
Coopers & Lybrand September 1992 - February 1997
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Banking, Strategic Financial..., Finance, Corporate Finance, Financial Services, Sarbanes-Oxley Act, Cash Management, Forecasting, Mergers & Acquisitions, Treasury Management, Budgets
Education
Xavier University 1997 — 2000
MBA
University of Notre Dame 1988 — 1992
BBA, Accounting
Paul Roush Paul Roush's Coopers & Lybrand Experience January 1993 - April 1998
Job Accounting Professional
Industry Accounting
Experience
Andrews Hooper & Pavlik P.L.C. October 2004 - May 2010
GKN NORTH AMERICA SERVICES April 1998 - October 2004
Coopers & Lybrand January 1993 - April 1998
Deloitte May 1990 - December 1992
Internal Revenue Service January 1987 - January 1990
Skills
Accounting, Leadership, Tax Research, Tax, Auditing, Budgets, Tax Accounting, Account Reconciliation
Education
University of Michigan-Flint 1985 — 1990
Bachelors, Accounting
Walsh College
Masters Degree, Taxation
Andrews Hooper & Pavlik P.L.C. October 2004 - May 2010
GKN NORTH AMERICA SERVICES April 1998 - October 2004
Coopers & Lybrand January 1993 - April 1998
Deloitte May 1990 - December 1992
Internal Revenue Service January 1987 - January 1990
Skills
Accounting, Leadership, Tax Research, Tax, Auditing, Budgets, Tax Accounting, Account Reconciliation
Education
University of Michigan-Flint 1985 — 1990
Bachelors, Accounting
Walsh College
Masters Degree, Taxation
Ram Ramani CPA,CGA,CIA (US),CPA (US) Ram Ramani CPA,CGA,CIA (US),CPA (US)'s Coopers & Lybrand Experience August 1983 - August 1984
Job Controller Canadian Operations at Coveris (formerly Exopack)
Industry Management Consulting
Experience
Coveris Flexibles Canada Inc. April 2010 - Present
Jefferson Wells International April 2006 - April 2010
Hudson's Bay Company July 2004 - March 2006
Guardian Industries Corp. November 1995 - March 2004
Gujarat Heavy Chemicals Ltd November 1993 - November 1995
Malawi Housing Corporation May 1991 - October 1993
KPMG August 1988 - February 1991
Associated Cement Companies Ltd August 1984 - August 1988
Coopers & Lybrand August 1983 - August 1984
Skills
Auditing, Financial Planning, Reporting & Analysis, SOX, Internal Audit, Financial Reporting, Budgeting, Forecasting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Financial Audits, Budgets, GAAP, Finance, Accounting, Manufacturing, Account Reconciliation, Business Process..., Enterprise Risk..., Audit
Education
The Institute of Internal Auditors 2008 — 2008
CIA
Certified General Accountants of Canada 2004 — 2008
CGA
American Institute of Certified Public Accountants 2003 — 2003
CPA
Institute of Chartered Accountants of India 1979 — 1983
CA
Bombay University 1978 — 1981
B.Com
Coveris Flexibles Canada Inc. April 2010 - Present
Jefferson Wells International April 2006 - April 2010
Hudson's Bay Company July 2004 - March 2006
Guardian Industries Corp. November 1995 - March 2004
Gujarat Heavy Chemicals Ltd November 1993 - November 1995
Malawi Housing Corporation May 1991 - October 1993
KPMG August 1988 - February 1991
Associated Cement Companies Ltd August 1984 - August 1988
Coopers & Lybrand August 1983 - August 1984
Skills
Auditing, Financial Planning, Reporting & Analysis, SOX, Internal Audit, Financial Reporting, Budgeting, Forecasting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Financial Audits, Budgets, GAAP, Finance, Accounting, Manufacturing, Account Reconciliation, Business Process..., Enterprise Risk..., Audit
Education
The Institute of Internal Auditors 2008 — 2008
CIA
Certified General Accountants of Canada 2004 — 2008
CGA
American Institute of Certified Public Accountants 2003 — 2003
CPA
Institute of Chartered Accountants of India 1979 — 1983
CA
Bombay University 1978 — 1981
B.Com
Brian Schlottmann Brian Schlottmann's Coopers & Lybrand Experience September 1993 - February 1998
Job Finance Director / Controller
Industry Printing
Experience
Sabbatical - will be seeking senior finance leadership roles in April 2016 at a new company April 2015 - Present
Hewlett-Packard September 2011 - April 2015
Hewlett-Packard April 2010 - September 2011
Hewlett Packard March 2007 - March 2010
Hewlett Packard October 2004 - February 2007
Hewlett Packard June 2002 - September 2004
Hewlett Packard June 2000 - May 2002
Hewlett Packard March 1998 - May 2000
Coopers & Lybrand September 1993 - February 1998
Skills
Financial Analysis, Financial Modeling, Process Improvement, Managerial Finance, Mergers, Accounting, Management, Auditing, Strategic Financial..., Analysis, Internal Controls, Finance, Project Management, Due Diligence, Mergers & Acquisitions, Leadership, Start-ups, Financial Planning, Forecasting, Strategy, Cross-functional Team..., Business Analysis, Business Process...
Education
University of Oregon 1990 — 1993
Bachelor, Science Business Administration; Finance and Accounting, GPA 3.8
University of Oregon - Charles H. Lundquist College of Business 1990 — 1993
Bachelor of Applied Science (BASc), Accounting and Finance
Sabbatical - will be seeking senior finance leadership roles in April 2016 at a new company April 2015 - Present
Hewlett-Packard September 2011 - April 2015
Hewlett-Packard April 2010 - September 2011
Hewlett Packard March 2007 - March 2010
Hewlett Packard October 2004 - February 2007
Hewlett Packard June 2002 - September 2004
Hewlett Packard June 2000 - May 2002
Hewlett Packard March 1998 - May 2000
Coopers & Lybrand September 1993 - February 1998
Skills
Financial Analysis, Financial Modeling, Process Improvement, Managerial Finance, Mergers, Accounting, Management, Auditing, Strategic Financial..., Analysis, Internal Controls, Finance, Project Management, Due Diligence, Mergers & Acquisitions, Leadership, Start-ups, Financial Planning, Forecasting, Strategy, Cross-functional Team..., Business Analysis, Business Process...
Education
University of Oregon 1990 — 1993
Bachelor, Science Business Administration; Finance and Accounting, GPA 3.8
University of Oregon - Charles H. Lundquist College of Business 1990 — 1993
Bachelor of Applied Science (BASc), Accounting and Finance
Dan Dorr Dan Dorr's Coopers & Lybrand Experience 1990 - 2002
Job President at Dan Dorr Associates, Inc
Industry Professional Training & Coaching
Experience
Dan Dorr Associates, Inc 1990 - Present
Klemmer & Associates 2001 - 2012
Coopers & Lybrand 1990 - 2002
PSI Seminars 1987 - 1995
Skills
Leadership Development, Executive Coaching, Executive Team Coaching, Team Leadership, Training Facilitation, Vision Development, Personal Development, Lifestyle Coaching, Emotional Intelligence, Motivational Speaking, Non-profits, Business Coaching, Business Strategy, Organizational..., Mentoring, Training, Workshop Facilitation, Life Coaching, Strategic Planning, Small Business, Management, Team Building, Customer Service, Marketing Strategy, Leadership, Staff Development, Public Speaking, Situational Leadership, Entrepreneurship, Conflict Management, New Business Development, Presentation Coaching, Culture Change, Change Management, Organizational..., Executive Management, Program Management, Executive Development, Organizational..., Training Delivery, Veterans, Marketing, Sales, Sales Management, Employee Training, Management Consulting, Performance Improvement, Strategy, Start-ups, Social Networking
Education
University of Northern Iowa 1965 — 1969
Psychology
Dan Dorr Associates, Inc 1990 - Present
Klemmer & Associates 2001 - 2012
Coopers & Lybrand 1990 - 2002
PSI Seminars 1987 - 1995
Skills
Leadership Development, Executive Coaching, Executive Team Coaching, Team Leadership, Training Facilitation, Vision Development, Personal Development, Lifestyle Coaching, Emotional Intelligence, Motivational Speaking, Non-profits, Business Coaching, Business Strategy, Organizational..., Mentoring, Training, Workshop Facilitation, Life Coaching, Strategic Planning, Small Business, Management, Team Building, Customer Service, Marketing Strategy, Leadership, Staff Development, Public Speaking, Situational Leadership, Entrepreneurship, Conflict Management, New Business Development, Presentation Coaching, Culture Change, Change Management, Organizational..., Executive Management, Program Management, Executive Development, Organizational..., Training Delivery, Veterans, Marketing, Sales, Sales Management, Employee Training, Management Consulting, Performance Improvement, Strategy, Start-ups, Social Networking
Education
University of Northern Iowa 1965 — 1969
Psychology
Jon Killmer Jon Killmer's Coopers & Lybrand Experience 1964 - 1996
Job Chairman of the board at Blue Plus, a Minnesota based HMO
Industry Accounting
Experience
Blue Plus, a Minnesota based HMO 2008 - Present
PricewaterhouseCoopers September 1996 - Present
KV Pharmaceutical 2006 - 2010
Hypercom Corporation 1999 - 2003
Digi International 1996 - 1998
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 1996
Coopers & Lybrand 1964 - 1996
Skills
Due Diligence, Management Consulting, Internal Controls, Tax, Mergers, SEC filings, Process Improvement, Financial Reporting, Corporate Governance, Accounting, Sarbanes-Oxley Act, Strategic Planning, Change Management, Business Process..., Internal Audit, Mergers & Acquisitions, Management, Managerial Finance, Finance, Financial Analysis, SEC Filings
Education
University of Missouri-Columbia, College of Business 1959 — 1964
M.A. in accounting; BSBA ,cum laude, Finance and Accounting, Accounting and Finance
Blue Plus, a Minnesota based HMO 2008 - Present
PricewaterhouseCoopers September 1996 - Present
KV Pharmaceutical 2006 - 2010
Hypercom Corporation 1999 - 2003
Digi International 1996 - 1998
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 1996
Coopers & Lybrand 1964 - 1996
Skills
Due Diligence, Management Consulting, Internal Controls, Tax, Mergers, SEC filings, Process Improvement, Financial Reporting, Corporate Governance, Accounting, Sarbanes-Oxley Act, Strategic Planning, Change Management, Business Process..., Internal Audit, Mergers & Acquisitions, Management, Managerial Finance, Finance, Financial Analysis, SEC Filings
Education
University of Missouri-Columbia, College of Business 1959 — 1964
M.A. in accounting; BSBA ,cum laude, Finance and Accounting, Accounting and Finance
Maria Kannankutty Maria Kannankutty's Coopers & Lybrand Experience November 1994 - April 1996
Job Business Strategy, Financial Planning, Chief of Staff | Leading Business Transformation to Drive Results
Industry Marketing and Advertising
Experience
Seeking Senior Finance or Business Planning Leadership Role September 2015 - Present
Aimia Inc January 2012 - May 2015
Aimia Inc June 2004 - March 2010
BMC Industries February 2003 - June 2004
Grant Thornton July 2001 - May 2002
Grant Thornton August 1999 - July 2001
Grant Thornton November 1996 - July 1999
Arthur Andersen April 1996 - November 1996
Coopers & Lybrand November 1994 - April 1996
Education
University of Minnesota - Carlson School of Management 1993 — 1994
Master of Business Administration (M.B.A.), Finance & Strategic Management
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor's Degree, Accounting
Recipient of full scholarship for Bachelor’s Degree from the Fulbright Association
Seeking Senior Finance or Business Planning Leadership Role September 2015 - Present
Aimia Inc January 2012 - May 2015
Aimia Inc June 2004 - March 2010
BMC Industries February 2003 - June 2004
Grant Thornton July 2001 - May 2002
Grant Thornton August 1999 - July 2001
Grant Thornton November 1996 - July 1999
Arthur Andersen April 1996 - November 1996
Coopers & Lybrand November 1994 - April 1996
Education
University of Minnesota - Carlson School of Management 1993 — 1994
Master of Business Administration (M.B.A.), Finance & Strategic Management
University of Minnesota - Carlson School of Management 1988 — 1992
Bachelor's Degree, Accounting
Recipient of full scholarship for Bachelor’s Degree from the Fulbright Association
Veronica Bertazza's Coopers & Lybrand Experience 1996 - 2000
Job Professional Event Planner
Industry Events Services
Experience
Lladhon Group Professional Event Planners August 2007 - Present
Mercer Argentina S.A. January 2012 - March 2013
Mas Ideas Producciones March 2011 - December 2011
IBM 2002 - 2003
PwC 1999 - 2002
Coopers & Lybrand 1996 - 2000
Skills
Galas, Event Planning, Spanish, Event Management, Corporate Events, Human Resources, Organizational..., Team Leadership, Program Management, Project Planning, Management, Marketing, Social Media, Marketing Strategy, Marketing Communications, Market Research
Education
University of Nevada-Las Vegas 2007 — 2008
Conference Management & Event Planning
Penn Foster School 2006 — 2007
Professional Bridal Consultant
UCES 2000 — 2004
Psicologia, Psicologia
ECEA
Lladhon Group Professional Event Planners August 2007 - Present
Mercer Argentina S.A. January 2012 - March 2013
Mas Ideas Producciones March 2011 - December 2011
IBM 2002 - 2003
PwC 1999 - 2002
Coopers & Lybrand 1996 - 2000
Skills
Galas, Event Planning, Spanish, Event Management, Corporate Events, Human Resources, Organizational..., Team Leadership, Program Management, Project Planning, Management, Marketing, Social Media, Marketing Strategy, Marketing Communications, Market Research
Education
University of Nevada-Las Vegas 2007 — 2008
Conference Management & Event Planning
Penn Foster School 2006 — 2007
Professional Bridal Consultant
UCES 2000 — 2004
Psicologia, Psicologia
ECEA
David W. Moss David W. Moss's Coopers & Lybrand Experience 1997 - 1999
Job Information Technology Enterprise Architect by day | Real Estate Broker (Buyer’s Broker) by night
Industry Information Technology and Services
Experience
US Bank August 2003 - Present
IFX Forum, Inc. 2013 - Present
David Moss Realty 1985 - Present
Minneapolis Area Association of Realtors 1985 - Present
All Right Tax Services, LLC 2010 - 2013
TAJ Technologies 2001 - 2002
eLoyalty, a TeleTech Company 2000 - 2001
Coopers & Lybrand 1997 - 1999
Skills
Enterprise Architecture, Architecture, SOA, Real Estate, SOA Governance, SOA Security, SOA Testing, Integration, EAI, Enterprise Software, Leadership, SDLC, Vendor Management, Business Analysis, Project Management, Web Services, Oracle SOA Suite, OSB, SOAP, XML Schema, Consulting, webMethods, Software Development, Requirements Analysis, Software Project..., Solution Architecture, Program Management, IT Strategy, Governance, Requirements Gathering, Business Process, IT Management, Real Estate Transactions, Single Family Homes, Fair Housing, National Association of..., Architectures
Education
ZapThink, Licensed ZapThink Architect (LZA) 2011 — 2011
Licensed ZapThink Architect (LZA), Service Oriented Architecture (SOA)
University of Minnesota - Carlson School of Management 2004 — 2004
BA, Transportation
Lincoln Senior High School
High School, Electronis & Programming
US Bank August 2003 - Present
IFX Forum, Inc. 2013 - Present
David Moss Realty 1985 - Present
Minneapolis Area Association of Realtors 1985 - Present
All Right Tax Services, LLC 2010 - 2013
TAJ Technologies 2001 - 2002
eLoyalty, a TeleTech Company 2000 - 2001
Coopers & Lybrand 1997 - 1999
Skills
Enterprise Architecture, Architecture, SOA, Real Estate, SOA Governance, SOA Security, SOA Testing, Integration, EAI, Enterprise Software, Leadership, SDLC, Vendor Management, Business Analysis, Project Management, Web Services, Oracle SOA Suite, OSB, SOAP, XML Schema, Consulting, webMethods, Software Development, Requirements Analysis, Software Project..., Solution Architecture, Program Management, IT Strategy, Governance, Requirements Gathering, Business Process, IT Management, Real Estate Transactions, Single Family Homes, Fair Housing, National Association of..., Architectures
Education
ZapThink, Licensed ZapThink Architect (LZA) 2011 — 2011
Licensed ZapThink Architect (LZA), Service Oriented Architecture (SOA)
University of Minnesota - Carlson School of Management 2004 — 2004
BA, Transportation
Lincoln Senior High School
High School, Electronis & Programming
John C Mackle's Coopers & Lybrand Experience December 1994 - April 1997
Job Chief Executive Officer at Worksite Employee Leasing
Industry Financial Services
Experience
Worksite Employee Leasing Company February 2014 - Present
Progressive Employer Management Company March 2012 - January 2014
MGM International January 2011 - January 2012
MGM International March 2007 - January 2011
Ladenburg Thalmann August 2004 - March 2007
LiveOps November 2000 - July 2004
Arthur Andersen May 1997 - October 2000
Coopers & Lybrand December 1994 - April 1997
Skills
Finance, Operations, Start-ups, Business Services, Mergers, Restructuring, Valuation, Private Equity, Business Strategy, Financial Analysis, Energy, Renewable Energy, Investment Banking, Due Diligence, Mergers & Acquisitions, Management, Business Planning, Strategy, Business Development, Investments, Leadership, Entrepreneurship, Corporate Finance, Negotiation, Competitive Analysis, Venture Capital, Project Management, Business Valuation, Portfolio Management, Management Consulting, Executive Management, Risk Management, Enterprise Software, Financial Services, Corporate Development, Joint Ventures, Financial Modeling, Strategic Planning, Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 1999
MBA
University of Notre Dame 1989 — 1993
Dual Degrees, Finance, History
Christopher Columbus HS - Miami 1986 — 1989
High School
Belen Jesuit HS - Miami 1983 — 1986
Worksite Employee Leasing Company February 2014 - Present
Progressive Employer Management Company March 2012 - January 2014
MGM International January 2011 - January 2012
MGM International March 2007 - January 2011
Ladenburg Thalmann August 2004 - March 2007
LiveOps November 2000 - July 2004
Arthur Andersen May 1997 - October 2000
Coopers & Lybrand December 1994 - April 1997
Skills
Finance, Operations, Start-ups, Business Services, Mergers, Restructuring, Valuation, Private Equity, Business Strategy, Financial Analysis, Energy, Renewable Energy, Investment Banking, Due Diligence, Mergers & Acquisitions, Management, Business Planning, Strategy, Business Development, Investments, Leadership, Entrepreneurship, Corporate Finance, Negotiation, Competitive Analysis, Venture Capital, Project Management, Business Valuation, Portfolio Management, Management Consulting, Executive Management, Risk Management, Enterprise Software, Financial Services, Corporate Development, Joint Ventures, Financial Modeling, Strategic Planning, Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 1999
MBA
University of Notre Dame 1989 — 1993
Dual Degrees, Finance, History
Christopher Columbus HS - Miami 1986 — 1989
High School
Belen Jesuit HS - Miami 1983 — 1986
Stephanie McDowell CPA's Coopers & Lybrand Experience September 1994 - October 1996
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Stephanie L. McDowell, CPA July 2005 - December 2012
Acushnet Company July 2000 - July 2005
Raymon Holland CPA PC January 2000 - July 2005
Henry Hortenstine, CPA PC October 1996 - January 2000
Coopers & Lybrand September 1994 - October 1996
Skills
Tax, Finance, Small Business, Accounting, Corporate Tax, CPA, 401k Rollovers, Life Insurance, Long Term Care Insurance, Retirement Savings, Variable Annuities, Fixed Annuities, Retirement Planning, Customer Service, Strategic Financial..., Financial Services, Auditing, Management
Education
University of Notre Dame 1990 — 1994
BBA, Accounting
Falmouth High 1986 — 1990
New York Life Insurance Company January 2013 - Present
Stephanie L. McDowell, CPA July 2005 - December 2012
Acushnet Company July 2000 - July 2005
Raymon Holland CPA PC January 2000 - July 2005
Henry Hortenstine, CPA PC October 1996 - January 2000
Coopers & Lybrand September 1994 - October 1996
Skills
Tax, Finance, Small Business, Accounting, Corporate Tax, CPA, 401k Rollovers, Life Insurance, Long Term Care Insurance, Retirement Savings, Variable Annuities, Fixed Annuities, Retirement Planning, Customer Service, Strategic Financial..., Financial Services, Auditing, Management
Education
University of Notre Dame 1990 — 1994
BBA, Accounting
Falmouth High 1986 — 1990
Jerry Cunningham Jerry Cunningham's Coopers & Lybrand Experience 1978 - 1987
Job CFO at Rexius
Industry Accounting
Experience
Rexius March 1987 - Present
Coopers & Lybrand 1978 - 1987
Skills
Forecasting, Leadership, Finance, Accounting, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 1974 — 1978
BA, Business-Accounting and Finance
Stamford Collegiate Vocational Institute 1970 — 1974
HS
Rexius March 1987 - Present
Coopers & Lybrand 1978 - 1987
Skills
Forecasting, Leadership, Finance, Accounting, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 1974 — 1978
BA, Business-Accounting and Finance
Stamford Collegiate Vocational Institute 1970 — 1974
HS
Robert Digan's Coopers & Lybrand Experience 1982 - 1985
Job Administrator at State of Arizona
Industry Government Administration
Experience
State of Arizona March 2013 - Present
ASU June 2007 - August 2012
4sight Technologies 1999 - 2003
SEMCO ENERGY 1996 - 1997
NPL Construction Co. 1995 - 1996
Coopers & Lybrand 1982 - 1985
Skills
Finance, Financial Reporting, Financial Analysis, Cash Flow, Accounting, Human Resources, Managerial Finance
Education
University of Notre Dame 1975 — 1979
BBA, Accounting
State of Arizona March 2013 - Present
ASU June 2007 - August 2012
4sight Technologies 1999 - 2003
SEMCO ENERGY 1996 - 1997
NPL Construction Co. 1995 - 1996
Coopers & Lybrand 1982 - 1985
Skills
Finance, Financial Reporting, Financial Analysis, Cash Flow, Accounting, Human Resources, Managerial Finance
Education
University of Notre Dame 1975 — 1979
BBA, Accounting
Courtney Hunt, PhD Courtney Hunt, PhD's Coopers & Lybrand Experience July 1983 - July 1984
Job Digital Era Thinker, Strategist, Tactician, Coach | Consultant, Author, Speaker, Educator
Industry Management Consulting
Experience
The Denovati Group May 2007 - Present
DePaul University June 2007 - November 2012
The Segal Company/Sibson Consulting May 2008 - May 2009
Goldenberg, Hehmeyer & Co. September 2005 - January 2007
Northern Illinois University August 1999 - August 2005
University of Delaware August 1997 - August 1999
Virginia Legal Aid Society July 1991 - July 1993
Primerica Corporation October 1987 - November 1989
Price Waterhouse July 1984 - October 1987
Coopers & Lybrand July 1983 - July 1984
Skills
Organizational..., Social Media, Strategy, Leadership, Public Speaking, Training, Social Networking, Strategic Planning, Organizational..., Leadership Development, Business Development, Business Strategy, Thought Leadership, Strategic Thinking, Innovative Thinking, CRM, Higher Education, Curriculum Development, Adult Education, Employee Training, Program Management, Policy, Performance Management, Coaching, Executive Coaching, Digital Strategy, Blogging, Content Strategy, Community Engagement, Community Management, Community Development, Human Resources, Human Capital Management, Recruiting, HR Policies, Staff Development, Career Management, Employee Relations, Management, Change Management, Consulting, Marketing, Nonprofits, Project Management, Dynamic Speaker, Analysis, Digital Branding, Enterprise 2.0, Intranet Strategy, Workshop Facilitation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
PhD
University of Virginia 1990 — 1991
MEd
William & Mary 1979 — 1983
BBA
TC Williams 1977 — 1979
The Denovati Group May 2007 - Present
DePaul University June 2007 - November 2012
The Segal Company/Sibson Consulting May 2008 - May 2009
Goldenberg, Hehmeyer & Co. September 2005 - January 2007
Northern Illinois University August 1999 - August 2005
University of Delaware August 1997 - August 1999
Virginia Legal Aid Society July 1991 - July 1993
Primerica Corporation October 1987 - November 1989
Price Waterhouse July 1984 - October 1987
Coopers & Lybrand July 1983 - July 1984
Skills
Organizational..., Social Media, Strategy, Leadership, Public Speaking, Training, Social Networking, Strategic Planning, Organizational..., Leadership Development, Business Development, Business Strategy, Thought Leadership, Strategic Thinking, Innovative Thinking, CRM, Higher Education, Curriculum Development, Adult Education, Employee Training, Program Management, Policy, Performance Management, Coaching, Executive Coaching, Digital Strategy, Blogging, Content Strategy, Community Engagement, Community Management, Community Development, Human Resources, Human Capital Management, Recruiting, HR Policies, Staff Development, Career Management, Employee Relations, Management, Change Management, Consulting, Marketing, Nonprofits, Project Management, Dynamic Speaker, Analysis, Digital Branding, Enterprise 2.0, Intranet Strategy, Workshop Facilitation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
PhD
University of Virginia 1990 — 1991
MEd
William & Mary 1979 — 1983
BBA
TC Williams 1977 — 1979
Rick Brammer Rick Brammer's Coopers & Lybrand Experience January 1990 - January 1992
Job Partner at Applied Economics
Industry Government Administration
Experience
Applied Economics July 1995 - Present
Economic Strategies Group February 1992 - June 1995
Coopers & Lybrand January 1990 - January 1992
Mountain West Research 1986 - 1990
Skills
GIS, Due Diligence, Research, Financial Analysis, Economic Development, Strategic Planning, Government, Public Policy, Community Development, Economics, Market Research, Public Speaking, Public/private..., Zoning, Real Estate Development, Valuation, Land Use Planning, Fundraising, Urban Planning, Marketing Strategy, Policy, Redevelopment, Data Analysis, Municipalities, Policy Analysis, Entitlements
Education
University of Oregon 1981 — 1986
BS, Computer Science & Economics
Applied Economics July 1995 - Present
Economic Strategies Group February 1992 - June 1995
Coopers & Lybrand January 1990 - January 1992
Mountain West Research 1986 - 1990
Skills
GIS, Due Diligence, Research, Financial Analysis, Economic Development, Strategic Planning, Government, Public Policy, Community Development, Economics, Market Research, Public Speaking, Public/private..., Zoning, Real Estate Development, Valuation, Land Use Planning, Fundraising, Urban Planning, Marketing Strategy, Policy, Redevelopment, Data Analysis, Municipalities, Policy Analysis, Entitlements
Education
University of Oregon 1981 — 1986
BS, Computer Science & Economics
Chris Fisher Chris Fisher's Coopers & Lybrand Experience 1986 - 1989
Job Senior Director, Marketing at Tripwire
Industry Computer Software
Experience
Tripwire June 2011 - Present
Tektronix November 2009 - July 2011
Tektronix September 2005 - February 2010
Tektronix September 2000 - September 2005
PacifiCorp 1989 - 2000
Coopers & Lybrand 1986 - 1989
Skills
Email Marketing, Global Marketing, Change Management, Testing, Leadership, Web Marketing, Demand Generation, Go-to-market Strategy, Channel, Product Launch, SaaS, Cross-functional Team..., Management, Business Intelligence, E-commerce, Program Management, Multi-channel Marketing, Business Process, Marketing Communications, Digital Marketing, Marketing Strategy, Vendor Management, Channel Partners, Consulting, Strategy, Process Improvement, Marketing, Business Process..., Online Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
BS, Computer Science
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
BS / MBA, Computer Science / Marketing
Tripwire June 2011 - Present
Tektronix November 2009 - July 2011
Tektronix September 2005 - February 2010
Tektronix September 2000 - September 2005
PacifiCorp 1989 - 2000
Coopers & Lybrand 1986 - 1989
Skills
Email Marketing, Global Marketing, Change Management, Testing, Leadership, Web Marketing, Demand Generation, Go-to-market Strategy, Channel, Product Launch, SaaS, Cross-functional Team..., Management, Business Intelligence, E-commerce, Program Management, Multi-channel Marketing, Business Process, Marketing Communications, Digital Marketing, Marketing Strategy, Vendor Management, Channel Partners, Consulting, Strategy, Process Improvement, Marketing, Business Process..., Online Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
BS, Computer Science
University of Oregon - Charles H. Lundquist College of Business 1981 — 1986
BS / MBA, Computer Science / Marketing
Michael Pallas, CPA's Coopers & Lybrand Experience September 1986 - November 1994
Job Chief Strategy Officer at GeoTemp Corporation
Industry Venture Capital & Private Equity
Experience
Geo-Temp Corporation July 2014 - Present
Geo-Temp Corporation October 2009 - Present
ConAgra Foods October 2012 - July 2014
Nemaedi Works, LLC October 2010 - September 2012
CoalSack Energy Inc June 2009 - September 2012
Deloitte June 1999 - May 2009
Deloitte & Touche LLP 1994 - May 1999
Coopers & Lybrand September 1986 - November 1994
Skills
Strategy Development &..., IP Monetization, IP Compliance, Financial Analysis &..., SOX & Internal Control..., Business Process..., Policy Development &..., Business Relationship..., IT Governance, SAS70/SSAE 16, Cash Flow Management, Internal Audit, Project Management, Contract Negotiation, Sarbanes-Oxley Act, Telecommunications, Business Development, Financial Analysis, Due Diligence, Strategic Planning, Monetization, Cash Flow, Governance, Enterprise Risk..., Finance, Internal Controls, Leadership, Management, Process Improvement, Risk Management, Strategy
Education
University of Nebraska at Omaha 1981 — 1986
BSBA, Accounting/MIS
South High School
Geo-Temp Corporation July 2014 - Present
Geo-Temp Corporation October 2009 - Present
ConAgra Foods October 2012 - July 2014
Nemaedi Works, LLC October 2010 - September 2012
CoalSack Energy Inc June 2009 - September 2012
Deloitte June 1999 - May 2009
Deloitte & Touche LLP 1994 - May 1999
Coopers & Lybrand September 1986 - November 1994
Skills
Strategy Development &..., IP Monetization, IP Compliance, Financial Analysis &..., SOX & Internal Control..., Business Process..., Policy Development &..., Business Relationship..., IT Governance, SAS70/SSAE 16, Cash Flow Management, Internal Audit, Project Management, Contract Negotiation, Sarbanes-Oxley Act, Telecommunications, Business Development, Financial Analysis, Due Diligence, Strategic Planning, Monetization, Cash Flow, Governance, Enterprise Risk..., Finance, Internal Controls, Leadership, Management, Process Improvement, Risk Management, Strategy
Education
University of Nebraska at Omaha 1981 — 1986
BSBA, Accounting/MIS
South High School
Dick Sowa's Coopers & Lybrand Experience 1977 - 1981
Job Principal at Mediagig Ventures
Industry Entertainment
Experience
Mediagig Ventures July 2011 - Present
MOD Systems 2009 - 2011
Sonic Solutions, Inc. 2005 - 2008
InterActual Technologies 2000 - 2005
Digital Video Express (Divx) 1993 - 1999
Playboy Entertainment Group 1985 - 1993
Playboy Magazine 1981 - 1985
Coopers & Lybrand 1977 - 1981
Skills
New Media, Digital Distribution, Digital Media, Television, Dvd, VOD, Licensing, Film, Entertainment, Strategic Partnerships, Digital Video, Streaming Media, Consumer Electronics, Media & Entertainment, Content Strategy, Digital Asset Management, New Business Development, Product Management, Business Development, Broadcast Television, Multimedia, User Experience, IPTV, Mobile Devices, Marketing Strategy, E-commerce, Blu-ray, Cable Television, Pay TV, DRM, Content Management, Digital Strategy, Digital Marketing, Social Media, Start-ups, Monetization, Video, Mergers & Acquisitions, Social Media Measurement
Education
University of Notre Dame
BBA, Finance and Economics, cum laude
Mediagig Ventures July 2011 - Present
MOD Systems 2009 - 2011
Sonic Solutions, Inc. 2005 - 2008
InterActual Technologies 2000 - 2005
Digital Video Express (Divx) 1993 - 1999
Playboy Entertainment Group 1985 - 1993
Playboy Magazine 1981 - 1985
Coopers & Lybrand 1977 - 1981
Skills
New Media, Digital Distribution, Digital Media, Television, Dvd, VOD, Licensing, Film, Entertainment, Strategic Partnerships, Digital Video, Streaming Media, Consumer Electronics, Media & Entertainment, Content Strategy, Digital Asset Management, New Business Development, Product Management, Business Development, Broadcast Television, Multimedia, User Experience, IPTV, Mobile Devices, Marketing Strategy, E-commerce, Blu-ray, Cable Television, Pay TV, DRM, Content Management, Digital Strategy, Digital Marketing, Social Media, Start-ups, Monetization, Video, Mergers & Acquisitions, Social Media Measurement
Education
University of Notre Dame
BBA, Finance and Economics, cum laude
Rick Kline Rick Kline's Coopers & Lybrand Experience September 1993 - June 1996
Job Partner at Goodwin Procter LLP | Corporate and Securities Law
Industry Law Practice
Experience
Goodwin Procter LLP May 2011 - Present
Wilson Sonsini Goodrich & Rosati October 1999 - May 2011
Coopers & Lybrand September 1993 - June 1996
Skills
IPO, Company Representation, Securities Law, Corporate Governance, Corporate Law, Mergers, Technology Companies, Emerging Growth..., Cloud Computing, SaaS, Capital Markets..., Venture Capital, Medical Devices, Venture Financing, Securities Regulation, Mergers & Acquisitions, Capital Markets, Start-ups, Securities Offerings, Securities, Joint Ventures, Trade Secrets, Patents, Intellectual Property, Due Diligence
Education
University of Michigan Law School 1996 — 1999
JD, Law
University of Pennsylvania 1989 — 1993
BS/BA, Economics/Psychology
Goodwin Procter LLP May 2011 - Present
Wilson Sonsini Goodrich & Rosati October 1999 - May 2011
Coopers & Lybrand September 1993 - June 1996
Skills
IPO, Company Representation, Securities Law, Corporate Governance, Corporate Law, Mergers, Technology Companies, Emerging Growth..., Cloud Computing, SaaS, Capital Markets..., Venture Capital, Medical Devices, Venture Financing, Securities Regulation, Mergers & Acquisitions, Capital Markets, Start-ups, Securities Offerings, Securities, Joint Ventures, Trade Secrets, Patents, Intellectual Property, Due Diligence
Education
University of Michigan Law School 1996 — 1999
JD, Law
University of Pennsylvania 1989 — 1993
BS/BA, Economics/Psychology
John Rischard's Coopers & Lybrand Experience 1987 - 1994
Job President Lease Administration at E Smith Realty Partners
Industry Real Estate
Experience
E Smith Realty Partners June 2015 - Present
CASE Commercial Real Estate Partners August 2010 - Present
CASE Commercial Real Estate Partners - Lease Administration August 2010 - May 2015
SRS Real Estate Partners May 1999 - July 2010
SRS Real Estate Partners, formerly The Staubach Company 1999 - 2010
Staubach Retail 2005 - 2008
The Staubach Company 1999 - 2005
Coopers & Lybrand 1987 - 1994
Coopers & Lybrand 1987 - 1994
Skills
Turn Around Management, Change Management, Real Estate, Team Leadership, Strategic Planning, Leases, PowerPoint, Business Acquisition, Shared Services, Acquisitions, Brokerage, Due Diligence, Real Estate Development, Finance, Management, Lease Administration, Leadership, Portfolio Management, Property Management, Commercial Real Estate, Disposition, Forecasting, Retail, Real Estate Economics, Location Intelligence, Lease Negotiations, Corporate Real Estate, Tenant Representation, Tenant, Asset Management, Financial Analysis, Mergers & Acquisitions, Contract Negotiation, Strategic Financial..., Shopping Centers, Investments, Managerial Finance, Landlords, Investment Properties, Real Estate Transactions, Valuation, Land Acquisition, Real Estate Financing, Analysis, Financial Modeling, Entitlements, Negotiation, Auditing, Dispositions
Education
University of Notre Dame 1983 — 1987
BBA, Accounting
E Smith Realty Partners June 2015 - Present
CASE Commercial Real Estate Partners August 2010 - Present
CASE Commercial Real Estate Partners - Lease Administration August 2010 - May 2015
SRS Real Estate Partners May 1999 - July 2010
SRS Real Estate Partners, formerly The Staubach Company 1999 - 2010
Staubach Retail 2005 - 2008
The Staubach Company 1999 - 2005
Coopers & Lybrand 1987 - 1994
Coopers & Lybrand 1987 - 1994
Skills
Turn Around Management, Change Management, Real Estate, Team Leadership, Strategic Planning, Leases, PowerPoint, Business Acquisition, Shared Services, Acquisitions, Brokerage, Due Diligence, Real Estate Development, Finance, Management, Lease Administration, Leadership, Portfolio Management, Property Management, Commercial Real Estate, Disposition, Forecasting, Retail, Real Estate Economics, Location Intelligence, Lease Negotiations, Corporate Real Estate, Tenant Representation, Tenant, Asset Management, Financial Analysis, Mergers & Acquisitions, Contract Negotiation, Strategic Financial..., Shopping Centers, Investments, Managerial Finance, Landlords, Investment Properties, Real Estate Transactions, Valuation, Land Acquisition, Real Estate Financing, Analysis, Financial Modeling, Entitlements, Negotiation, Auditing, Dispositions
Education
University of Notre Dame 1983 — 1987
BBA, Accounting
Gary Galeziewski's Coopers & Lybrand Experience September 1988 - April 1992
Job CFO at Ferrara Fire Apparatus, Inc.
Industry Machinery
Experience
Ferrara Fire Apparatus, Inc. August 2011 - Present
K&M Machine-Fabricating, Inc. January 2007 - September 2011
Hess Engineering, Inc. October 1993 - December 2006
Coopers & Lybrand September 1988 - April 1992
Skills
Team Building, Manufacturing, Accounting, Strategy, Working Capital..., Leadership, Human Resources, Lean Manufacturing, Finance, Business Planning, Mergers & Acquisitions, Process Improvement
Education
University of Notre Dame 1984 — 1988
Ferrara Fire Apparatus, Inc. August 2011 - Present
K&M Machine-Fabricating, Inc. January 2007 - September 2011
Hess Engineering, Inc. October 1993 - December 2006
Coopers & Lybrand September 1988 - April 1992
Skills
Team Building, Manufacturing, Accounting, Strategy, Working Capital..., Leadership, Human Resources, Lean Manufacturing, Finance, Business Planning, Mergers & Acquisitions, Process Improvement
Education
University of Notre Dame 1984 — 1988
Elizabeth Goolsbay's Coopers & Lybrand Experience June 1991 - April 1993
Job Director, Corporate Applications at ONEOK
Industry Oil & Energy
Experience
ONEOK May 2015 - Present
Destiny Church 2008 - Present
ONEOK, Inc. November 2012 - May 2015
ONEOK March 2012 - January 2013
TEKsystems March 2011 - March 2012
Alliance Coal, LLC January 2010 - March 2011
Alliance Coal, LLC May 2006 - December 2009
Alliance Coal, LLC October 2000 - May 2006
Alliance Coal, LLC April 1993 - October 2000
Coopers & Lybrand June 1991 - April 1993
Skills
Process Improvement, Project Management, Oracle Reports, Oracle E-Business Suite, Oracle Applications, Oracle, Business Intelligence, PL/SQL, SDLC, Business Analysis, Enterprise Software, Strategic Planning, SQL, Databases, ERP, Integration, Disaster Recovery, Requirements Analysis, IT Strategy, SharePoint, Business Process, Enterprise Architecture
Education
University of Oklahoma 2010 — 2014
Master's Degree
University of Tulsa 1981 — 1985
B.S. Information Systems
ONEOK May 2015 - Present
Destiny Church 2008 - Present
ONEOK, Inc. November 2012 - May 2015
ONEOK March 2012 - January 2013
TEKsystems March 2011 - March 2012
Alliance Coal, LLC January 2010 - March 2011
Alliance Coal, LLC May 2006 - December 2009
Alliance Coal, LLC October 2000 - May 2006
Alliance Coal, LLC April 1993 - October 2000
Coopers & Lybrand June 1991 - April 1993
Skills
Process Improvement, Project Management, Oracle Reports, Oracle E-Business Suite, Oracle Applications, Oracle, Business Intelligence, PL/SQL, SDLC, Business Analysis, Enterprise Software, Strategic Planning, SQL, Databases, ERP, Integration, Disaster Recovery, Requirements Analysis, IT Strategy, SharePoint, Business Process, Enterprise Architecture
Education
University of Oklahoma 2010 — 2014
Master's Degree
University of Tulsa 1981 — 1985
B.S. Information Systems
Drew Hagquist Drew Hagquist's Coopers & Lybrand Experience 1994 - 1998
Job Owner at Drew Hagquist
Industry Accounting
Experience
Drew Hagquist March 2003 - Present
Drew Hagquist March 2003 - Present
Kroll Ontrack September 2010 - October 2011
LarsonAllen 2008 - 2009
Water Monitor 2000 - 2003
Financial Advisors LLC 1998 - 2000
Coopers & Lybrand 1994 - 1998
Education
University of Minnesota Law School 1988 — 1992
JD
University of Minnesota - Carlson School of Management 1986 — 1990
Master of Business Administration (MBA)
Drew Hagquist March 2003 - Present
Drew Hagquist March 2003 - Present
Kroll Ontrack September 2010 - October 2011
LarsonAllen 2008 - 2009
Water Monitor 2000 - 2003
Financial Advisors LLC 1998 - 2000
Coopers & Lybrand 1994 - 1998
Education
University of Minnesota Law School 1988 — 1992
JD
University of Minnesota - Carlson School of Management 1986 — 1990
Master of Business Administration (MBA)
Vicky DeCoster Vicky DeCoster's Coopers & Lybrand Experience 1988 - 2000
Job Owner at DeCoster Consulting
Industry Writing and Editing
Experience
DeCoster Consulting 1999 - Present
Hemphill Search Group October 2006 - July 2010
Hemphill Search Group October 2006 - January 2009
Omaha Magazine 1991 - 2006
Coopers & Lybrand 1988 - 2000
Skills
Copywriting, Coaching, Writing, Blogging, Resume Writing, Social Media, Social Media Marketing, Editing, Social Networking, Marketing, Customer Service, Leadership, Creative Writing, Public Speaking, Interviews, Press Releases, Marketing Communications, Advertising, Recruiting, CRM, Web Content, Newsletters, Proofreading, Management, Time Management, Email Marketing, Online Marketing, Career Development, Content Strategy, Content Development, Facebook, Sales, Publications, Copy Editing, Public Relations, Content Management, Training, Publicity, Publishing, Published Author, Ghostwriting, Content Writing, Freelance Writing, New Media, Feature Articles, Brand Development, Corporate Communications, Speech Writing, Journalism, Media Relations
Education
University of Nebraska at Omaha
Communications
DeCoster Consulting 1999 - Present
Hemphill Search Group October 2006 - July 2010
Hemphill Search Group October 2006 - January 2009
Omaha Magazine 1991 - 2006
Coopers & Lybrand 1988 - 2000
Skills
Copywriting, Coaching, Writing, Blogging, Resume Writing, Social Media, Social Media Marketing, Editing, Social Networking, Marketing, Customer Service, Leadership, Creative Writing, Public Speaking, Interviews, Press Releases, Marketing Communications, Advertising, Recruiting, CRM, Web Content, Newsletters, Proofreading, Management, Time Management, Email Marketing, Online Marketing, Career Development, Content Strategy, Content Development, Facebook, Sales, Publications, Copy Editing, Public Relations, Content Management, Training, Publicity, Publishing, Published Author, Ghostwriting, Content Writing, Freelance Writing, New Media, Feature Articles, Brand Development, Corporate Communications, Speech Writing, Journalism, Media Relations
Education
University of Nebraska at Omaha
Communications
Michael Dolan Michael Dolan's Coopers & Lybrand Experience June 1997 - December 1997
Job Senior Counsel, IT, Information Security, & Privacy at GE Capital
Industry Financial Services
Experience
GE Capital July 2010 - Present
GE Capital March 2009 - June 2010
GE Capital October 2008 - March 2009
US Bancorp August 2007 - September 2008
US Bancorp April 2006 - August 2007
Oppenheimer Wolff & Donnelly September 2000 - April 2006
University of Minnesota August 2002 - September 2005
Minnesota Court of Appeals August 1999 - August 2000
Coopers & Lybrand June 1997 - December 1997
Feingold Senate Committee (o.b.o. U.S. Senator Russ Feingold) January 1993 - August 1993
Skills
Information Security, Data Protection Law, Privacy Law, GLBA, Incident Response, Vendor Risk Management, Compliance Risk..., Compliance, Operational Risk..., Basel II, Enterprise Risk..., Red Flags, RCSA, Appellate Practice, Campaign Finance, Business Litigation, Antitrust Law, Public International Law, Management, Corporate Governance, Risk Management, Due Diligence, Financial Risk, Finance, Leadership, Data Privacy, Mergers & Acquisitions, Financial Services, Licensing, Process Improvement, Corporate Law, Program Management, Internal Controls, Intellectual Property, Outsourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1999
M.B.A., Finance
University of Minnesota Law School 1995 — 1999
J.D., cum laude
University of Wisconsin-Madison 1990 — 1995
B.S., Economics - Math Emphasis; International Relations - Int'l Pol. Econ. & Policy Studs.; Political Sci
GE Capital July 2010 - Present
GE Capital March 2009 - June 2010
GE Capital October 2008 - March 2009
US Bancorp August 2007 - September 2008
US Bancorp April 2006 - August 2007
Oppenheimer Wolff & Donnelly September 2000 - April 2006
University of Minnesota August 2002 - September 2005
Minnesota Court of Appeals August 1999 - August 2000
Coopers & Lybrand June 1997 - December 1997
Feingold Senate Committee (o.b.o. U.S. Senator Russ Feingold) January 1993 - August 1993
Skills
Information Security, Data Protection Law, Privacy Law, GLBA, Incident Response, Vendor Risk Management, Compliance Risk..., Compliance, Operational Risk..., Basel II, Enterprise Risk..., Red Flags, RCSA, Appellate Practice, Campaign Finance, Business Litigation, Antitrust Law, Public International Law, Management, Corporate Governance, Risk Management, Due Diligence, Financial Risk, Finance, Leadership, Data Privacy, Mergers & Acquisitions, Financial Services, Licensing, Process Improvement, Corporate Law, Program Management, Internal Controls, Intellectual Property, Outsourcing
Education
University of Minnesota - Carlson School of Management 1996 — 1999
M.B.A., Finance
University of Minnesota Law School 1995 — 1999
J.D., cum laude
University of Wisconsin-Madison 1990 — 1995
B.S., Economics - Math Emphasis; International Relations - Int'l Pol. Econ. & Policy Studs.; Political Sci
Michelle Goff Michelle Goff's Coopers & Lybrand Experience June 1986 - November 1990
Job Chief Operating Officer at Highgate, LLC
Industry Financial Services
Experience
Highgate, LLC January 2014 - Present
R. L. Polk & Co. February 2001 - July 2013
Campbell-Ewald March 2000 - February 2001
CIGNA Behavioral Health September 1999 - January 2000
SmithKline Beecham/Diversified Pharmaceutical Services January 1998 - August 1999
University of Michigan Medical Center, Department of Internal Medicine July 1993 - January 1998
R. L. Polk & Co. November 1990 - July 1993
Coopers & Lybrand June 1986 - November 1990
Skills
Forecasting, Business Analysis, Project Planning, Financial Analysis, MIS, Human Resources, Finance, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Leadership, Strategic Planning, Board of Directors, Strategy, Accounting, Budgets, Financial Projection, Mergers, Non-profit Board...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance/Accounting
University of Michigan-Flint 1980 — 1983
BBA, Accounting
Highgate, LLC January 2014 - Present
R. L. Polk & Co. February 2001 - July 2013
Campbell-Ewald March 2000 - February 2001
CIGNA Behavioral Health September 1999 - January 2000
SmithKline Beecham/Diversified Pharmaceutical Services January 1998 - August 1999
University of Michigan Medical Center, Department of Internal Medicine July 1993 - January 1998
R. L. Polk & Co. November 1990 - July 1993
Coopers & Lybrand June 1986 - November 1990
Skills
Forecasting, Business Analysis, Project Planning, Financial Analysis, MIS, Human Resources, Finance, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Leadership, Strategic Planning, Board of Directors, Strategy, Accounting, Budgets, Financial Projection, Mergers, Non-profit Board...
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance/Accounting
University of Michigan-Flint 1980 — 1983
BBA, Accounting
Jim Schachterle Jim Schachterle's Coopers & Lybrand Experience January 1974 - September 1985
Job TX1 CoDistrict 15 Coordinator at AARP Tax Aide
Industry Accounting
Experience
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
Scott Berlinger's Coopers & Lybrand Experience November 1981 - October 1989
Job Business Oriented CIO at HBE Corporation
Industry Information Technology and Services
Experience
HBE Corporation May 2006 - Present
Ventus Capital Services March 2004 - April 2006
MasterCard International August 1999 - November 2003
Cambridge Technology Partners February 1998 - August 1999
DIMAC Marketing Corporation December 1995 - January 1998
Systems Productivity Group July 1993 - December 1995
Ernst & Young October 1989 - July 1993
Coopers & Lybrand November 1981 - October 1989
Skills
Vendor Management, Process Improvement, Strategic Planning, Outsourcing, ERP, Information Technology, IT Management, Business Intelligence, IT Strategy, Project Management, Program Management, Change Management, Management Consulting, Business Analysis, Software Development, Budget, Project Planning, SQL, Business Development, Team Building
Education
University of Missouri 1975 — 1978
MBA, Marketing and Finance
University of Missouri 1968 — 1972
Bachelor of Journalism, Broadcast Mangement and Advertising
HBE Corporation May 2006 - Present
Ventus Capital Services March 2004 - April 2006
MasterCard International August 1999 - November 2003
Cambridge Technology Partners February 1998 - August 1999
DIMAC Marketing Corporation December 1995 - January 1998
Systems Productivity Group July 1993 - December 1995
Ernst & Young October 1989 - July 1993
Coopers & Lybrand November 1981 - October 1989
Skills
Vendor Management, Process Improvement, Strategic Planning, Outsourcing, ERP, Information Technology, IT Management, Business Intelligence, IT Strategy, Project Management, Program Management, Change Management, Management Consulting, Business Analysis, Software Development, Budget, Project Planning, SQL, Business Development, Team Building
Education
University of Missouri 1975 — 1978
MBA, Marketing and Finance
University of Missouri 1968 — 1972
Bachelor of Journalism, Broadcast Mangement and Advertising
Jim Dorst's Coopers & Lybrand Experience 1983 - 1986
Job
Industry Computer Software
Experience
SYNNEX July 2013 - Present
SpectraScience, Inc. December 2007 - July 2013
Aethlon Medical, Inc. July 2005 - November 2007
VerdiSoft Corporation June 2002 - July 2005
SeeCommerce 2000 - 2001
Omnis Group 1999 - 2000
Savoir Technology Group 1995 - 1999
Drypers Inc 1986 - 1993
Coopers & Lybrand 1983 - 1986
Skills
Mergers, Public Companies, Accounting, SEC reporting, Manufacturing, Operations Management, IT Operations, Software, SEC filings, Start-ups, Finance, Mergers & Acquisitions, Cross-functional Team..., Executive Management, IPO, Strategy, CPA, Acquisition Integration
Education
University of Oregon 1980 — 1982
MS
University of Oregon 1972 — 1976
BS
SYNNEX July 2013 - Present
SpectraScience, Inc. December 2007 - July 2013
Aethlon Medical, Inc. July 2005 - November 2007
VerdiSoft Corporation June 2002 - July 2005
SeeCommerce 2000 - 2001
Omnis Group 1999 - 2000
Savoir Technology Group 1995 - 1999
Drypers Inc 1986 - 1993
Coopers & Lybrand 1983 - 1986
Skills
Mergers, Public Companies, Accounting, SEC reporting, Manufacturing, Operations Management, IT Operations, Software, SEC filings, Start-ups, Finance, Mergers & Acquisitions, Cross-functional Team..., Executive Management, IPO, Strategy, CPA, Acquisition Integration
Education
University of Oregon 1980 — 1982
MS
University of Oregon 1972 — 1976
BS
Doug Weglarz's Coopers & Lybrand Experience July 1989 - January 1994
Job Project Manager at Allstate Roadside Services
Industry Insurance
Experience
Allstate Roadside Services October 2009 - Present
Laidlaw October 2004 - February 2008
FirstGroup America 2007 - 2008
Laidlaw Education Services October 1999 - October 2004
GATX January 1994 - September 1999
Coopers & Lybrand July 1989 - January 1994
Skills
SDLC, Requirements Analysis, Project Management, Business Process, PMO, Process Improvement, Management, Leadership, Project Planning, Analysis, Enterprise Software, Vendor Management, Six Sigma, E-commerce, IT Strategy, Cross-functional Team..., Business Strategy, Business Analysis, Business Process..., Strategic Planning, Project Portfolio..., Program Management, Operations Management, PMP, Change Management, Business Intelligence, Budgets, Consulting, Team Building, Business Planning, Team Leadership, Disaster Recovery, Visio, Risk Management, Strategy, Integration, MS Project, Training, Agile Methodologies, CRM, Requirements Gathering, Governance, IT Service Management, Enterprise Architecture, Management Consulting, ERP, Information Technology, Software Project..., SharePoint, ITIL
Education
University of Notre Dame 1985 — 1989
BBA, Management Information Systems
Allstate Roadside Services October 2009 - Present
Laidlaw October 2004 - February 2008
FirstGroup America 2007 - 2008
Laidlaw Education Services October 1999 - October 2004
GATX January 1994 - September 1999
Coopers & Lybrand July 1989 - January 1994
Skills
SDLC, Requirements Analysis, Project Management, Business Process, PMO, Process Improvement, Management, Leadership, Project Planning, Analysis, Enterprise Software, Vendor Management, Six Sigma, E-commerce, IT Strategy, Cross-functional Team..., Business Strategy, Business Analysis, Business Process..., Strategic Planning, Project Portfolio..., Program Management, Operations Management, PMP, Change Management, Business Intelligence, Budgets, Consulting, Team Building, Business Planning, Team Leadership, Disaster Recovery, Visio, Risk Management, Strategy, Integration, MS Project, Training, Agile Methodologies, CRM, Requirements Gathering, Governance, IT Service Management, Enterprise Architecture, Management Consulting, ERP, Information Technology, Software Project..., SharePoint, ITIL
Education
University of Notre Dame 1985 — 1989
BBA, Management Information Systems
Joe Wittig's Coopers & Lybrand Experience September 1981 - September 1984
Job
Industry Financial Services
Experience
US Bank March 2007 - January 2008
Ameriprise Financial April 1993 - February 2007
American Express Financial Advisors September 1984 - April 1993
Coopers & Lybrand September 1981 - September 1984
Education
University of Minnesota - Carlson School of Management 1981 — 1984
BS
University of Minnesota-Twin Cities 1973 — 1977
BS
De La Salle HS, Minneapolis 1967 — 1971
St Anne, Minneapolis
US Bank March 2007 - January 2008
Ameriprise Financial April 1993 - February 2007
American Express Financial Advisors September 1984 - April 1993
Coopers & Lybrand September 1981 - September 1984
Education
University of Minnesota - Carlson School of Management 1981 — 1984
BS
University of Minnesota-Twin Cities 1973 — 1977
BS
De La Salle HS, Minneapolis 1967 — 1971
St Anne, Minneapolis
Staci Doshier's Coopers & Lybrand Experience 1994 - 1997
Job Senior Manager, Corporate Initiatives at Reliance Steel & Aluminum
Industry Accounting
Experience
Reliance Steel & Aluminum 2012 - Present
Reliance Steel & Aluminum Co. 2006 - 2011
Central Plains Steel Co. 1997 - 2006
Coopers & Lybrand 1994 - 1997
Skills
ERP, Sarbanes-Oxley Act, Accounting, Business Analysis, Auditing, Financial Reporting, Process Improvement, Forecasting, Financial Accounting, Business Process, Financial Analysis, Business Process..., Change Management, Business Intelligence, Strategic Planning
Education
University of Nebraska at Omaha 1990 — 1994
Thomas Jefferson High School 1986 — 1990
Reliance Steel & Aluminum 2012 - Present
Reliance Steel & Aluminum Co. 2006 - 2011
Central Plains Steel Co. 1997 - 2006
Coopers & Lybrand 1994 - 1997
Skills
ERP, Sarbanes-Oxley Act, Accounting, Business Analysis, Auditing, Financial Reporting, Process Improvement, Forecasting, Financial Accounting, Business Process, Financial Analysis, Business Process..., Change Management, Business Intelligence, Strategic Planning
Education
University of Nebraska at Omaha 1990 — 1994
Thomas Jefferson High School 1986 — 1990
Ann Danielson's Coopers & Lybrand Experience 1986 - 1988
Job Accounting & Benefits at Background Information Services, Inc.
Industry Financial Services
Experience
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Katie Kost's Coopers & Lybrand Experience September 1992 - March 1994
Job Lead Process Analyst at Target
Industry Retail
Experience
Wells Fargo August 2015 - Present
Target February 2008 - August 2015
Target August 2005 - February 2008
SUPERVALU INC October 2002 - August 2005
Best Buy Co., Inc October 2000 - October 2002
The Pillsbury Company November 1999 - October 2000
Target December 1996 - November 1999
Target February 1999 - July 1999
R.J. Reynolds Tobacco Company April 1994 - November 1996
Coopers & Lybrand September 1992 - March 1994
Skills
Process Improvement, Retail, Business Analysis, Requirements Gathering, Project Management, Analysis, Cross-functional Team..., Finance, Budgets
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelor of Science (BS), Accounting with French Minor
Wells Fargo August 2015 - Present
Target February 2008 - August 2015
Target August 2005 - February 2008
SUPERVALU INC October 2002 - August 2005
Best Buy Co., Inc October 2000 - October 2002
The Pillsbury Company November 1999 - October 2000
Target December 1996 - November 1999
Target February 1999 - July 1999
R.J. Reynolds Tobacco Company April 1994 - November 1996
Coopers & Lybrand September 1992 - March 1994
Skills
Process Improvement, Retail, Business Analysis, Requirements Gathering, Project Management, Analysis, Cross-functional Team..., Finance, Budgets
Education
University of Minnesota - Carlson School of Management 1987 — 1992
Bachelor of Science (BS), Accounting with French Minor
Rob Harrill's Coopers & Lybrand Experience September 1996 - June 1998
Job Principal National Tax Group at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2009 - Present
Blank Rome LLP January 2003 - September 2009
PricewaterhouseCoopers July 1998 - December 2002
Coopers & Lybrand September 1996 - June 1998
Skills
Energy, Tax, Corporate Tax, Energy Industry, Due Diligence, Tax Law, Mergers, Private Equity, International Tax, Income Tax, SEC filings, Auditing, Tax Accounting, Property Tax, Restructuring, FIN 48, Financial Analysis, Joint Ventures, Tax Advisory, CPA, GAAP, Sarbanes-Oxley Act, State Tax, Corporate Tax Planning, Project Finance, Internal Audit, Tax Research, Financial Accounting, Financial Reporting, Accounting, IFRS, US Tax, Transfer Pricing, Big 4, Partnership Taxation, Cross-border..., Indirect Taxation, Consolidation, Corporate Finance, Business Valuation, Internal Controls, Corporate Law, Mergers & Acquisitions, US GAAP, Corporate Governance, SEC Filings, Finance, Financial Modeling, Tax Preparation
Education
University of Pittsburgh School of Law 1993 — 1996
JD
University of Notre Dame 1989 — 1993
Finance
Ernst & Young September 2009 - Present
Blank Rome LLP January 2003 - September 2009
PricewaterhouseCoopers July 1998 - December 2002
Coopers & Lybrand September 1996 - June 1998
Skills
Energy, Tax, Corporate Tax, Energy Industry, Due Diligence, Tax Law, Mergers, Private Equity, International Tax, Income Tax, SEC filings, Auditing, Tax Accounting, Property Tax, Restructuring, FIN 48, Financial Analysis, Joint Ventures, Tax Advisory, CPA, GAAP, Sarbanes-Oxley Act, State Tax, Corporate Tax Planning, Project Finance, Internal Audit, Tax Research, Financial Accounting, Financial Reporting, Accounting, IFRS, US Tax, Transfer Pricing, Big 4, Partnership Taxation, Cross-border..., Indirect Taxation, Consolidation, Corporate Finance, Business Valuation, Internal Controls, Corporate Law, Mergers & Acquisitions, US GAAP, Corporate Governance, SEC Filings, Finance, Financial Modeling, Tax Preparation
Education
University of Pittsburgh School of Law 1993 — 1996
JD
University of Notre Dame 1989 — 1993
Finance
Bill Zaemes's Coopers & Lybrand Experience July 1987 - June 1994
Job Controller at Ethos Group
Industry Financial Services
Experience
Ethos Group June 2007 - Present
Sebring Capital June 1996 - June 2007
Norwest Corporation August 1994 - April 1996
Coopers & Lybrand July 1987 - June 1994
Philip Vogel & Co. August 1985 - August 1987
Education
University of Nebraska-Lincoln 1981 — 1985
Ethos Group June 2007 - Present
Sebring Capital June 1996 - June 2007
Norwest Corporation August 1994 - April 1996
Coopers & Lybrand July 1987 - June 1994
Philip Vogel & Co. August 1985 - August 1987
Education
University of Nebraska-Lincoln 1981 — 1985
Bill Bowden's Coopers & Lybrand Experience 1984 - 1986
Job Principal, The Shore Group LLC
Industry Staffing and Recruiting
Experience
The Shore Group LLC January 2006 - Present
Professional Alternative January 1999 - January 2006
Coopers & Lybrand 1984 - 1986
Skills
Temporary Placement, Java, Account Management, SDLC, .NET, Databases, Strategic Planning, SQL, SharePoint, Start-ups, Vendor Management, Business Analysis, Talent Acquisition, Business Process..., Agile Methodologies, Financial Services, Customer Service, Microsoft SQL Server, Project Management, Process Improvement, Program Management, Management
Education
University of Notre Dame 1980 — 1984
Bachelor's degree, Accounting and Business/Management
The Shore Group LLC January 2006 - Present
Professional Alternative January 1999 - January 2006
Coopers & Lybrand 1984 - 1986
Skills
Temporary Placement, Java, Account Management, SDLC, .NET, Databases, Strategic Planning, SQL, SharePoint, Start-ups, Vendor Management, Business Analysis, Talent Acquisition, Business Process..., Agile Methodologies, Financial Services, Customer Service, Microsoft SQL Server, Project Management, Process Improvement, Program Management, Management
Education
University of Notre Dame 1980 — 1984
Bachelor's degree, Accounting and Business/Management
Jason Darst's Coopers & Lybrand Experience 1993 - 1996
Job Senior Systems Administrator at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific July 2003 - Present
Guidant 2003 - 2006
Network Guidance Company 1997 - 2003
Born Information Services 1996 - 1997
BORN 1996 - 1997
Coopers & Lybrand 1993 - 1996
Coopers and Lybrand 1993 - 1996
Skills
SCCM, Scripting, Windows, Windows Server, Active Directory, VMware, Servers, Technical Support, Lotus Notes, Firewalls, VMware ESX, Server Architecture, Troubleshooting, Operating Systems, Security, Data Center, Software Installation, Disaster Recovery, Powershell, IT Management
Education
University of Minnesota-Twin Cities 1990 — 1994
BS, Computer Science
Dublin High School 1986 — 1990
HS Diploma
Boston Scientific July 2003 - Present
Guidant 2003 - 2006
Network Guidance Company 1997 - 2003
Born Information Services 1996 - 1997
BORN 1996 - 1997
Coopers & Lybrand 1993 - 1996
Coopers and Lybrand 1993 - 1996
Skills
SCCM, Scripting, Windows, Windows Server, Active Directory, VMware, Servers, Technical Support, Lotus Notes, Firewalls, VMware ESX, Server Architecture, Troubleshooting, Operating Systems, Security, Data Center, Software Installation, Disaster Recovery, Powershell, IT Management
Education
University of Minnesota-Twin Cities 1990 — 1994
BS, Computer Science
Dublin High School 1986 — 1990
HS Diploma
Greg Wiercinski, CPA, MBA's Coopers & Lybrand Experience June 1996 - August 1996
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources June 2011 - Present
Geller & Company July 2009 - June 2011
US Trust March 2003 - July 2009
Merrill Lynch September 1999 - August 2001
PwC May 1997 - September 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...
Education
New York University, Stern School of Business 2001 — 2003
MBA, Marketing
University of Notre Dame 1993 — 1997
B.B.A., Accounting
Archbishop Wood 1989 — 1993
High School
Robert Half Management Resources June 2011 - Present
Geller & Company July 2009 - June 2011
US Trust March 2003 - July 2009
Merrill Lynch September 1999 - August 2001
PwC May 1997 - September 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...
Education
New York University, Stern School of Business 2001 — 2003
MBA, Marketing
University of Notre Dame 1993 — 1997
B.B.A., Accounting
Archbishop Wood 1989 — 1993
High School
Gayle Burke's Coopers & Lybrand Experience June 1981 - February 1986
Job Accountant at McCaslinHill Construction, Inc.
Industry Construction
Experience
McCaslin-Hill Construction, Inc. AccountantBentley Arbuckle, IncMarch 1996 - March 2006
Federal Deposit Insurance Corporation February 1989 - March 1996
Coopers & Lybrand June 1981 - February 1986
Education
University of North Texas 1976 — 1981
BBA, Accounting
McCaslin-Hill Construction, Inc. AccountantBentley Arbuckle, IncMarch 1996 - March 2006
Federal Deposit Insurance Corporation February 1989 - March 1996
Coopers & Lybrand June 1981 - February 1986
Education
University of North Texas 1976 — 1981
BBA, Accounting
Matt Moberg's Coopers & Lybrand Experience September 1993 - May 1997
Job Vice President & Portfolio Manager
Industry Financial Services
Experience
Franklin Templeton Investments 1998 - Present
Coopers & Lybrand September 1993 - May 1997
Skills
Equities, Equity Research, Portfolio Management, Investments, Asset Managment, Mutual Funds, Financial Modeling, Bloomberg, Investment Strategies, Capital Markets, Valuation
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Washington and Lee University
BA, History
Franklin Templeton Investments 1998 - Present
Coopers & Lybrand September 1993 - May 1997
Skills
Equities, Equity Research, Portfolio Management, Investments, Asset Managment, Mutual Funds, Financial Modeling, Bloomberg, Investment Strategies, Capital Markets, Valuation
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Washington and Lee University
BA, History
Matt Carbone's Coopers & Lybrand Experience September 1994 - April 1998
Job Executive Director at JPMorgan Asset Management Real Estate
Industry Real Estate
Experience
JPMorgan Investment Management - Real Estate September 2000 - Present
Cornerstone Properties Inc. April 1998 - July 2000
Coopers & Lybrand September 1994 - April 1998
Education
University of Notre Dame 1990 — 1994
Accounting and English
Syosset High School 1987 — 1990
JPMorgan Investment Management - Real Estate September 2000 - Present
Cornerstone Properties Inc. April 1998 - July 2000
Coopers & Lybrand September 1994 - April 1998
Education
University of Notre Dame 1990 — 1994
Accounting and English
Syosset High School 1987 — 1990
Dorothy Cosentino's Coopers & Lybrand Experience 1986 - 1991
Job VP, Finance at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Managemement 1991 - Present
Coopers & Lybrand 1986 - 1991
Education
University of Notre Dame 1982 — 1986
B.B.A., Accountancy
Wells Capital Managemement 1991 - Present
Coopers & Lybrand 1986 - 1991
Education
University of Notre Dame 1982 — 1986
B.B.A., Accountancy
Marshall Lehman's Coopers & Lybrand Experience October 1980 - March 1985
Job Senior Finance Director
Industry Accounting
Experience
Factory Motor Parts June 2011 - Present
Lurie Besikof Lapidus & Company, LLP May 1994 - April 2011
Lurie Besikof Lapidus & Company, LLP 1988 - 1994
Lurie Besikof Lapidus & Company, LLP March 1985 - 1988
Coopers & Lybrand October 1980 - March 1985
Skills
Auditing, Accounting, Finance, Strategic Planning, Due Diligence, Budgets, Tax Returns, Financial Reporting, Analysis, Financial Analysis, Project Planning, Financial Accounting, US GAAP, Financial Statements, Income Tax, Tax, Training, Forecasting, Internal Controls, CPA, Management, Banking, Income Statement, Mergers & Acquisitions, Fixed Assets, Managerial Finance, Consolidation, Cash Flow, General Ledger, Accounts Payable, Business Planning, Forensic Accounting, Strategic Financial..., Cost Accounting, Tax Research, Business Valuation, GAAP, Internal Audit
Education
University of Minnesota-Twin Cities 1976 — 1979
Bachelor of Science in Business, Accounting
Factory Motor Parts June 2011 - Present
Lurie Besikof Lapidus & Company, LLP May 1994 - April 2011
Lurie Besikof Lapidus & Company, LLP 1988 - 1994
Lurie Besikof Lapidus & Company, LLP March 1985 - 1988
Coopers & Lybrand October 1980 - March 1985
Skills
Auditing, Accounting, Finance, Strategic Planning, Due Diligence, Budgets, Tax Returns, Financial Reporting, Analysis, Financial Analysis, Project Planning, Financial Accounting, US GAAP, Financial Statements, Income Tax, Tax, Training, Forecasting, Internal Controls, CPA, Management, Banking, Income Statement, Mergers & Acquisitions, Fixed Assets, Managerial Finance, Consolidation, Cash Flow, General Ledger, Accounts Payable, Business Planning, Forensic Accounting, Strategic Financial..., Cost Accounting, Tax Research, Business Valuation, GAAP, Internal Audit
Education
University of Minnesota-Twin Cities 1976 — 1979
Bachelor of Science in Business, Accounting
Mike Deely's Coopers & Lybrand Experience August 1991 - October 1993
Job Managing Director at Guidon Capital Partners
Industry Banking
Experience
Slainte Consulting, LLC November 2014 - Present
Guidon Capital Partners October 2014 - Present
Big Sky Associates, Inc. November 2013 - Present
CertusBank October 2011 - October 2013
Bank of America November 1993 - September 2011
Coopers & Lybrand August 1991 - October 1993
Skills
Strategic Planning, Sales Process, CRM Integration, Business Strategy, Business Intelligence, Business Integration, Business Process..., Six Sigma, Data Warehousing, Data Analysis, Change Management, Operations Management, Project Portfolio..., Management Consulting, Acquisition Integration, Risk Management, Program Management, Banking, Capital Markets, Commercial Banking, Team Leadership, Leadership, Credit Risk, Strategy, Finance, Portfolio Management, Financial Analysis, Treasury Management, Credit, Financial Services, Management, Operational Risk..., Analytics, Commercial Lending, Market Risk, Enterprise Risk..., Financial Risk, Executive Management, Small Business Lending, Credit Analysis, Cash Management, Loans, Relationship Management, Asset Based Lending, Operational Risk, Consumer Lending, Mergers & Acquisitions, Process Improvement
Education
University of Notre Dame 1987 — 1991
Bachelor's degree, Accounting
Slainte Consulting, LLC November 2014 - Present
Guidon Capital Partners October 2014 - Present
Big Sky Associates, Inc. November 2013 - Present
CertusBank October 2011 - October 2013
Bank of America November 1993 - September 2011
Coopers & Lybrand August 1991 - October 1993
Skills
Strategic Planning, Sales Process, CRM Integration, Business Strategy, Business Intelligence, Business Integration, Business Process..., Six Sigma, Data Warehousing, Data Analysis, Change Management, Operations Management, Project Portfolio..., Management Consulting, Acquisition Integration, Risk Management, Program Management, Banking, Capital Markets, Commercial Banking, Team Leadership, Leadership, Credit Risk, Strategy, Finance, Portfolio Management, Financial Analysis, Treasury Management, Credit, Financial Services, Management, Operational Risk..., Analytics, Commercial Lending, Market Risk, Enterprise Risk..., Financial Risk, Executive Management, Small Business Lending, Credit Analysis, Cash Management, Loans, Relationship Management, Asset Based Lending, Operational Risk, Consumer Lending, Mergers & Acquisitions, Process Improvement
Education
University of Notre Dame 1987 — 1991
Bachelor's degree, Accounting
Kurt Miller CPA's Coopers & Lybrand Experience November 1993 - November 1996
Job Owner, Kurt Miller, CPA, MST
Industry Accounting
Experience
Kurt Miller, CPA, MST January 2000 - Present
CTARNG 1984 - 2011
Reynolds & Rowella, LLP November 1996 - November 1999
Coopers & Lybrand November 1993 - November 1996
KPMG August 1990 - November 1993
Skills
Tax Preparation, QuickBooks, Small Business, Accountants, Accounting, Estate Tax Planning, LLC, CPA, Financial Accounting, GAAP, Business Tax Planning, US Tax, Personal Tax Planning, Entity Selection, Preparation, General Ledger, Property Tax, Budgets, Payroll Services, Fixed Assets, IRS problem resolution, Multi-state tax returns, Depreciation, Small Business Tax, Personal Income Tax..., State Tax, Tax Audit Representation, State Tax Planning, Corporate Tax Planning, C-Corp, Gift Tax, Individual Returns, Cash Flow, Partnership Tax Returns, Tax Compliance, Tax Planning
Education
University of New Haven 1994 — 1998
MST, Taxation
Western Connecticut State University 1987 — 1990
BBA, Accounting
Kurt Miller, CPA, MST January 2000 - Present
CTARNG 1984 - 2011
Reynolds & Rowella, LLP November 1996 - November 1999
Coopers & Lybrand November 1993 - November 1996
KPMG August 1990 - November 1993
Skills
Tax Preparation, QuickBooks, Small Business, Accountants, Accounting, Estate Tax Planning, LLC, CPA, Financial Accounting, GAAP, Business Tax Planning, US Tax, Personal Tax Planning, Entity Selection, Preparation, General Ledger, Property Tax, Budgets, Payroll Services, Fixed Assets, IRS problem resolution, Multi-state tax returns, Depreciation, Small Business Tax, Personal Income Tax..., State Tax, Tax Audit Representation, State Tax Planning, Corporate Tax Planning, C-Corp, Gift Tax, Individual Returns, Cash Flow, Partnership Tax Returns, Tax Compliance, Tax Planning
Education
University of New Haven 1994 — 1998
MST, Taxation
Western Connecticut State University 1987 — 1990
BBA, Accounting
Wendy Ojala's Coopers & Lybrand Experience December 1992 - February 1995
Job Internal Auditor at Restaurant Technologies, Inc.
Industry Restaurants
Experience
Restaurant Technologies, Inc. October 2010 - Present
MAIR Holdings, Inc. July 2004 - February 2010
Assurant November 2002 - July 2004
Charter Solutions November 1997 - November 2002
Connect Computer November 1996 - November 1997
IBM Global Services February 1995 - November 1996
Coopers & Lybrand December 1992 - February 1995
Skills
GAAP, Internal Audit, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Sarbanes-Oxley, SEC filings, Mergers, Strategic Planning, US GAAP, Analysis, Business Analysis, Internal Controls, Business Process..., Microsoft Office, Microsoft Excel, Business Intelligence, Compliance, Account Reconciliation, Project Management, Income Statement, P&L
Education
University of Minnesota-Twin Cities 1992 — 1997
MA, Accountancy
University of Minnesota - Carlson School of Management 1990 — 1992
BSB, Accounting
Restaurant Technologies, Inc. October 2010 - Present
MAIR Holdings, Inc. July 2004 - February 2010
Assurant November 2002 - July 2004
Charter Solutions November 1997 - November 2002
Connect Computer November 1996 - November 1997
IBM Global Services February 1995 - November 1996
Coopers & Lybrand December 1992 - February 1995
Skills
GAAP, Internal Audit, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Budgets, Sarbanes-Oxley, SEC filings, Mergers, Strategic Planning, US GAAP, Analysis, Business Analysis, Internal Controls, Business Process..., Microsoft Office, Microsoft Excel, Business Intelligence, Compliance, Account Reconciliation, Project Management, Income Statement, P&L
Education
University of Minnesota-Twin Cities 1992 — 1997
MA, Accountancy
University of Minnesota - Carlson School of Management 1990 — 1992
BSB, Accounting
Jim Bodolay's Coopers & Lybrand Experience 1992 - 1994
Job VP Finance at Apollidon Learning
Industry Accounting
Experience
Apollidon Learning September 2013 - Present
Tui Marine 2012 - September 2013
Catalina Marketing 2004 - 2012
Vitality Foodservice, Inc 1995 - 2004
Coopers & Lybrand 1992 - 1994
Skills
Financial Modeling, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Accounting, Finance, Corporate Finance, SEC filings, Analysis, Accounts Receivable, Cash Management, Variance Analysis, Hyperion Enterprise, GAAP, Internal Controls, Strategic Financial..., Tax, Financial Accounting, General Ledger, CPA, Accounts Payable, Fixed Assets, Cash Flow, Auditing, US GAAP, Financial Planning
Education
University of Notre Dame
BBA, Accounting
Apollidon Learning September 2013 - Present
Tui Marine 2012 - September 2013
Catalina Marketing 2004 - 2012
Vitality Foodservice, Inc 1995 - 2004
Coopers & Lybrand 1992 - 1994
Skills
Financial Modeling, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Accounting, Finance, Corporate Finance, SEC filings, Analysis, Accounts Receivable, Cash Management, Variance Analysis, Hyperion Enterprise, GAAP, Internal Controls, Strategic Financial..., Tax, Financial Accounting, General Ledger, CPA, Accounts Payable, Fixed Assets, Cash Flow, Auditing, US GAAP, Financial Planning
Education
University of Notre Dame
BBA, Accounting
Mary Widman (Pitcel)'s Coopers & Lybrand Experience 1988 - 1989
Job Analyst at Hewitt Associates
Industry Information Technology and Services
Experience
Aon Hewitt April 2008 - Present
ArcSolv April 2000 - December 2007
Spiegel Catalog 1999 - 2001
Metzler Group 1998 - 1999
I-Link Worldwide 1996 - 1998
Texaco 1989 - 1993
Coopers & Lybrand 1988 - 1989
EDS 1985 - 1988
Education
University of North Texas 1981 — 1985
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Aon Hewitt April 2008 - Present
ArcSolv April 2000 - December 2007
Spiegel Catalog 1999 - 2001
Metzler Group 1998 - 1999
I-Link Worldwide 1996 - 1998
Texaco 1989 - 1993
Coopers & Lybrand 1988 - 1989
EDS 1985 - 1988
Education
University of North Texas 1981 — 1985
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Tom Hauschild's Coopers & Lybrand Experience August 1981 - November 1991
Job Partner at The TEGRA Group
Industry Real Estate
Experience
The TEGRA Group 1996 - Present
CommonBond Communities 2003 - 2013
Coopers & Lybrand August 1981 - November 1991
Education
University of Minnesota Law School 1978 — 1981
JD cum laude
University of Minnesota - Carlson School of Management 1972 — 1976
BSB cum laude
The TEGRA Group 1996 - Present
CommonBond Communities 2003 - 2013
Coopers & Lybrand August 1981 - November 1991
Education
University of Minnesota Law School 1978 — 1981
JD cum laude
University of Minnesota - Carlson School of Management 1972 — 1976
BSB cum laude
Gerald Gerlach's Coopers & Lybrand Experience 1982 - 1990
Job Director of Financial Services
Industry Accounting
Experience
TJM Property Management, Inc. 2010 - Present
Senior Health Management 2005 - 2009
Aston Care Sysems 2001 - 2003
PharMerica 1991 - 2000
Coopers & Lybrand 1982 - 1990
Skills
General Ledger, Cash Flow, Financial Systems..., Accounts Receivable, Financial Planning
Education
University of North Florida - College of Business Administration 1976 — 1982
BA, accounting
University of South Florida - College of Business Administration 1975 — 1982
Bachelor of Arts (BA), Accounting
TJM Property Management, Inc. 2010 - Present
Senior Health Management 2005 - 2009
Aston Care Sysems 2001 - 2003
PharMerica 1991 - 2000
Coopers & Lybrand 1982 - 1990
Skills
General Ledger, Cash Flow, Financial Systems..., Accounts Receivable, Financial Planning
Education
University of North Florida - College of Business Administration 1976 — 1982
BA, accounting
University of South Florida - College of Business Administration 1975 — 1982
Bachelor of Arts (BA), Accounting
Robert Carillo's Coopers & Lybrand Experience August 1986 - January 1992
Job PARTNER, CARILLO & KOBER, CPA's
Industry Accounting
Experience
Carillo & Kober, CPA's July 2009 - Present
Mahoney Cohen January 1995 - August 2002
Coopers & Lybrand August 1986 - January 1992
Education
University of Notre Dame 1982 — 1986
Carillo & Kober, CPA's July 2009 - Present
Mahoney Cohen January 1995 - August 2002
Coopers & Lybrand August 1986 - January 1992
Education
University of Notre Dame 1982 — 1986
Jim Lechleiter's Coopers & Lybrand Experience 1990 - 1994
Job Sr. Implementation Analyst at Ceridian Stored Value Solutions
Industry Consumer Services
Experience
Stored Value Solutions (SVS) June 2005 - Present
Stored Value Solutions (SVS) January 2002 - June 2005
Envoy Corporation 1999 - 2001
National Processing Company 1994 - 1999
Coopers & Lybrand 1990 - 1994
Skills
Process Improvement, Vendor Management, SDLC, Certified Public..., CPA, Visio, Business Intelligence, Business Process..., Software Documentation, Business Analysis, Requirements Gathering, Access, Program Management, Management, Business Process
Education
University of Notre Dame 1986 — 1990
BBA, Accounting, 3.294/4.000
Saint Xavier High School 1982 — 1986
3.94/4.00
Sacred Heart Model School 1973 — 1982
Stored Value Solutions (SVS) June 2005 - Present
Stored Value Solutions (SVS) January 2002 - June 2005
Envoy Corporation 1999 - 2001
National Processing Company 1994 - 1999
Coopers & Lybrand 1990 - 1994
Skills
Process Improvement, Vendor Management, SDLC, Certified Public..., CPA, Visio, Business Intelligence, Business Process..., Software Documentation, Business Analysis, Requirements Gathering, Access, Program Management, Management, Business Process
Education
University of Notre Dame 1986 — 1990
BBA, Accounting, 3.294/4.000
Saint Xavier High School 1982 — 1986
3.94/4.00
Sacred Heart Model School 1973 — 1982
Pat Cogan's Coopers & Lybrand Experience September 1986 - September 1990
Job Senior Financial Planning and Analysis Consultant at Sarepta Therapeutics
Industry Financial Services
Experience
Sarepta Therapeutics June 2015 - Present
Rapid Micro Biosystems February 2015 - June 2015
FORUM Pharmaceuticals February 2014 - December 2014
State Street March 2012 - September 2013
State Street Bank April 2007 - March 2012
Teradyne September 1990 - April 2007
Coopers & Lybrand September 1986 - September 1990
Coopers & Lybrand 1986 - 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, Internal Controls, Forecasting, Auditing, Process Improvement, Essbase, Finance, SEC filings, Strategic Financial..., Corporate Finance, Hyperion Enterprise, Due Diligence, Budgets, Sarbanes-Oxley, Managerial Finance, Risk Management, Financial Accounting, Revenue Recognition, Valuation, US GAAP, Microsoft Excel, General Ledger, Business Process..., Variance Analysis, Cross-functional Team..., Internal Audit, PeopleSoft, Mergers & Acquisitions, GAAP, Analysis, CPA, Fixed Assets, Financial Audits, Financial Planning
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Sarepta Therapeutics June 2015 - Present
Rapid Micro Biosystems February 2015 - June 2015
FORUM Pharmaceuticals February 2014 - December 2014
State Street March 2012 - September 2013
State Street Bank April 2007 - March 2012
Teradyne September 1990 - April 2007
Coopers & Lybrand September 1986 - September 1990
Coopers & Lybrand 1986 - 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, Internal Controls, Forecasting, Auditing, Process Improvement, Essbase, Finance, SEC filings, Strategic Financial..., Corporate Finance, Hyperion Enterprise, Due Diligence, Budgets, Sarbanes-Oxley, Managerial Finance, Risk Management, Financial Accounting, Revenue Recognition, Valuation, US GAAP, Microsoft Excel, General Ledger, Business Process..., Variance Analysis, Cross-functional Team..., Internal Audit, PeopleSoft, Mergers & Acquisitions, GAAP, Analysis, CPA, Fixed Assets, Financial Audits, Financial Planning
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Kevin Stoutermire's Coopers & Lybrand Experience January 1988 - April 1990
Job Director, Business Advisory Services at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP March 2015 - Present
Masco Corporation May 2012 - October 2014
Masco Corporation September 2007 - May 2012
Ford Motor Company 2004 - 2007
Ford Motor Company 1999 - 2004
Ford Motor Credit Company & Visteon 1990 - 1999
Coopers & Lybrand January 1988 - April 1990
Skills
Internal Audit, Internal Controls, Financial Analysis, Enterprise Risk..., Executive Management, Sarbanes-Oxley Act, Corporate Governance, Financial Reporting, Auditing, US GAAP, Process Improvement, Forecasting, CPA, Accounting, IT Audit, Financial Accounting, COSO, Management, Sarbanes-Oxley, Financial Audits, Managerial Finance, Budgets, Finance, Risk Management, Cross-functional Team..., Analysis, Leadership, Business Planning, Change Management, Pricing, ERP, Competitive Analysis, Risk Assessment, Financial Forecasting, Manufacturing, Consolidation, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA
University of Notre Dame 1983 — 1987
BBA
Grant Thornton LLP March 2015 - Present
Masco Corporation May 2012 - October 2014
Masco Corporation September 2007 - May 2012
Ford Motor Company 2004 - 2007
Ford Motor Company 1999 - 2004
Ford Motor Credit Company & Visteon 1990 - 1999
Coopers & Lybrand January 1988 - April 1990
Skills
Internal Audit, Internal Controls, Financial Analysis, Enterprise Risk..., Executive Management, Sarbanes-Oxley Act, Corporate Governance, Financial Reporting, Auditing, US GAAP, Process Improvement, Forecasting, CPA, Accounting, IT Audit, Financial Accounting, COSO, Management, Sarbanes-Oxley, Financial Audits, Managerial Finance, Budgets, Finance, Risk Management, Cross-functional Team..., Analysis, Leadership, Business Planning, Change Management, Pricing, ERP, Competitive Analysis, Risk Assessment, Financial Forecasting, Manufacturing, Consolidation, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA
University of Notre Dame 1983 — 1987
BBA
Kevin Ellison's Coopers & Lybrand Experience September 1976 - February 1978
Job Owner, Kellison & Company
Industry Hospital & Health Care
Experience
Kellison & Company August 1998 - Present
Fieldstone Farm 1978 - 2013
Quadax, Inc. January 1995 - May 1996
Billitron Inc. June 1983 - December 1994
Billitron Inc. March 1978 - May 1983
Coopers & Lybrand September 1976 - February 1978
Skills
Medical Billing, Healthcare, Management, Selling, Invoicing, Strategic Planning, Radiology, Healthcare Information..., Human Resources, Hospitals, Cardiology, Surgery, Neurology, Process Improvement, EMR, HIPAA, Microsoft Office, Strategy, Healthcare Consulting, Healthcare Management, Physicians, Managed Care, Medicare, Practice Management, EHR, Informatics, Medical Devices, Medicine, Hardware Diagnostics, Healthcare Industry, Clinical Research, Home Care, Medicaid, Medical Coding, Performance Improvement, Orthopedic, Revenue Cycle, Medical Education, Revenue Cycle Management, Executive Management, Internal Medicine, Oncology, Medical Imaging, Pediatrics, Laboratory, Physician Relations, Pain Management, HL7, Health Insurance
Education
University of Notre Dame - Mendoza College of Business 1972 — 1976
Bachelor of Business Administration (BBA), Accounting
St. Ignatius high school 1968 — 1972
College prep, Accounting
Kellison & Company August 1998 - Present
Fieldstone Farm 1978 - 2013
Quadax, Inc. January 1995 - May 1996
Billitron Inc. June 1983 - December 1994
Billitron Inc. March 1978 - May 1983
Coopers & Lybrand September 1976 - February 1978
Skills
Medical Billing, Healthcare, Management, Selling, Invoicing, Strategic Planning, Radiology, Healthcare Information..., Human Resources, Hospitals, Cardiology, Surgery, Neurology, Process Improvement, EMR, HIPAA, Microsoft Office, Strategy, Healthcare Consulting, Healthcare Management, Physicians, Managed Care, Medicare, Practice Management, EHR, Informatics, Medical Devices, Medicine, Hardware Diagnostics, Healthcare Industry, Clinical Research, Home Care, Medicaid, Medical Coding, Performance Improvement, Orthopedic, Revenue Cycle, Medical Education, Revenue Cycle Management, Executive Management, Internal Medicine, Oncology, Medical Imaging, Pediatrics, Laboratory, Physician Relations, Pain Management, HL7, Health Insurance
Education
University of Notre Dame - Mendoza College of Business 1972 — 1976
Bachelor of Business Administration (BBA), Accounting
St. Ignatius high school 1968 — 1972
College prep, Accounting
Bruce Westerman's Coopers & Lybrand Experience 1993 - 1996
Job VP Internal Audit
Industry Insurance
Experience
Fortegra Financial April 2013 - Present
Fortegra Financial February 2011 - March 2013
PwC August 2009 - February 2011
PwC, Belgium September 2008 - July 2009
PwC December 2004 - August 2008
CitiStreet LLC (Now ING) 1996 - 2004
Coopers & Lybrand 1993 - 1996
Barnett Banks, Inc. June 1981 - March 1993
Skills
Internal Audit, Internal Controls, ERP, SAS70, Business Continuity, IT Security Best..., IT Security Assessments
Education
University of North Florida 1984 — 1988
Bachelor of Technology (B.Tech.), Information Technology
Fortegra Financial April 2013 - Present
Fortegra Financial February 2011 - March 2013
PwC August 2009 - February 2011
PwC, Belgium September 2008 - July 2009
PwC December 2004 - August 2008
CitiStreet LLC (Now ING) 1996 - 2004
Coopers & Lybrand 1993 - 1996
Barnett Banks, Inc. June 1981 - March 1993
Skills
Internal Audit, Internal Controls, ERP, SAS70, Business Continuity, IT Security Best..., IT Security Assessments
Education
University of North Florida 1984 — 1988
Bachelor of Technology (B.Tech.), Information Technology
Mary Ann Short's Coopers & Lybrand Experience 1994 - 1997
Job Marketing Services Manager at BASF
Industry Automotive
Experience
BASF October 2011 - Present
Karmanos Cancer Institute September 2006 - May 2011
NCI Public Affairs & Marketing Network (PAN) 2009 - 2011
Crain's Detroit Business September 1997 - September 2006
Coopers & Lybrand 1994 - 1997
Huntington National Bank 1978 - 1994
Skills
Strategic Planning, Branding & Identity, Publications, Marketing Strategy, Sponsorship, Media Relations, Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Press Releases, Public Relations, Marketing, Management, Integrated Marketing, Publicity, Advertising, B2B, Leadership, Journalism, Newsletters, Market Research, Brand Management, Speech Writing, Copywriting, Social Media, Brand Development, Budgets, Social Media Marketing, Crisis Communications, Social Networking, Event Management, Email Marketing, Facebook, Direct Marketing, Online Marketing, Sales, Web Content, Event Planning, Corporate Branding, Reputation Management, Communications Planning
Education
University of Missouri-Columbia 1973 — 1977
Bachelor's Degree, Journalism
BASF October 2011 - Present
Karmanos Cancer Institute September 2006 - May 2011
NCI Public Affairs & Marketing Network (PAN) 2009 - 2011
Crain's Detroit Business September 1997 - September 2006
Coopers & Lybrand 1994 - 1997
Huntington National Bank 1978 - 1994
Skills
Strategic Planning, Branding & Identity, Publications, Marketing Strategy, Sponsorship, Media Relations, Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Press Releases, Public Relations, Marketing, Management, Integrated Marketing, Publicity, Advertising, B2B, Leadership, Journalism, Newsletters, Market Research, Brand Management, Speech Writing, Copywriting, Social Media, Brand Development, Budgets, Social Media Marketing, Crisis Communications, Social Networking, Event Management, Email Marketing, Facebook, Direct Marketing, Online Marketing, Sales, Web Content, Event Planning, Corporate Branding, Reputation Management, Communications Planning
Education
University of Missouri-Columbia 1973 — 1977
Bachelor's Degree, Journalism
Neal Peskind's Coopers & Lybrand Experience 1992 - 1995
Job SVP at BetaWest, Ltd.
Industry Real Estate
Experience
BetaWest 1998 - Present
Jupiter Asset Company 1995 - 1998
Coopers & Lybrand 1992 - 1995
Resolution Trust Corporation 1990 - 1992
First Western Development Corporation 1988 - 1990
Brownstein Hyatt Farber Schreck 1984 - 1988
Skills
Disposition, Real Estate Development, Real Estate, Due Diligence, Asset Managment, Investment Properties, Investments, Underwriting
Education
University of Michigan Law School 1981 — 1984
Doctor of Law (JD), Real Estate Law
University of Missouri-Columbia 1977 — 1981
BSBA, Finance
BetaWest 1998 - Present
Jupiter Asset Company 1995 - 1998
Coopers & Lybrand 1992 - 1995
Resolution Trust Corporation 1990 - 1992
First Western Development Corporation 1988 - 1990
Brownstein Hyatt Farber Schreck 1984 - 1988
Skills
Disposition, Real Estate Development, Real Estate, Due Diligence, Asset Managment, Investment Properties, Investments, Underwriting
Education
University of Michigan Law School 1981 — 1984
Doctor of Law (JD), Real Estate Law
University of Missouri-Columbia 1977 — 1981
BSBA, Finance
Gail Hawkins's Coopers & Lybrand Experience 1982 - 1992
Job CFO at Tetrad Corporation
Industry Investment Management
Experience
Tetrad Corporation October 1995 - Present
Cornerstone Bank Group 1992 - 1995
Coopers & Lybrand 1982 - 1992
Skills
Accounting, Asset Management, Asset Managment, Banking, Commercial Real Estate, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Management, Leadership, Mergers, Budgets, Strategic Financial..., Strategic Planning, Portfolio Management
Education
University of Nebraska at Kearney
BSBA, Business Administration with emphasis in Accounting
University of Nebraska at Omaha
MBA
Tetrad Corporation October 1995 - Present
Cornerstone Bank Group 1992 - 1995
Coopers & Lybrand 1982 - 1992
Skills
Accounting, Asset Management, Asset Managment, Banking, Commercial Real Estate, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Management, Leadership, Mergers, Budgets, Strategic Financial..., Strategic Planning, Portfolio Management
Education
University of Nebraska at Kearney
BSBA, Business Administration with emphasis in Accounting
University of Nebraska at Omaha
MBA
Steve Johansen's Coopers & Lybrand Experience 1980 - 1986
Job CFO at Internet Broadcasting
Industry Internet
Experience
Internet Broadcasting CFODougherty Financial Group1990 - 1997
Sit Investment Associates 1986 - 1990
Coopers & Lybrand 1980 - 1986
Education
University of Northern Iowa 1976 — 1980
B.A., Accounting
University of Minnesota - Carlson School of Management
MBA, Finance
Internet Broadcasting CFODougherty Financial Group1990 - 1997
Sit Investment Associates 1986 - 1990
Coopers & Lybrand 1980 - 1986
Education
University of Northern Iowa 1976 — 1980
B.A., Accounting
University of Minnesota - Carlson School of Management
MBA, Finance
Loren Peterson's Coopers & Lybrand Experience 1978 - 1993
Job Managing Director & CFO at Venture Investors
Industry Venture Capital & Private Equity
Experience
Venture Investors 2012 - Present
ZyStor Therapeutics 2003 - 2010
Sheffield Pharmaceuticals 1997 - 2002
Bock Pharmacal 1993 - 1996
Coopers & Lybrand 1978 - 1993
Skills
Strategic Planning, Lifesciences, Biotechnology, Start-ups, Mergers, Accounting, Entrepreneurship, Mergers & Acquisitions, Lifestyle Management, Private Equity, Angel Investing, Due Diligence, Investments, Investment Banking, Corporate Development, Life Sciences, Strategy, Management
Education
University of Nebraska-Lincoln 1975 — 1978
BS, Business Administration
Venture Investors 2012 - Present
ZyStor Therapeutics 2003 - 2010
Sheffield Pharmaceuticals 1997 - 2002
Bock Pharmacal 1993 - 1996
Coopers & Lybrand 1978 - 1993
Skills
Strategic Planning, Lifesciences, Biotechnology, Start-ups, Mergers, Accounting, Entrepreneurship, Mergers & Acquisitions, Lifestyle Management, Private Equity, Angel Investing, Due Diligence, Investments, Investment Banking, Corporate Development, Life Sciences, Strategy, Management
Education
University of Nebraska-Lincoln 1975 — 1978
BS, Business Administration
Bob Riley's Coopers & Lybrand Experience December 1984 - March 1992
Job Controller at C.C. Dickson Co.
Industry Wholesale
Experience
C.C. Dickson Co. April 2005 - Present
Muzak, LLC August 1999 - March 2005
The News Group June 1996 - July 1999
The Parnell-Martin Companies March 1992 - June 1996
Coopers & Lybrand December 1984 - March 1992
Skills
Accounting, Financial Reporting, SEC filings, Tax, Financial Analysis, Auditing, Microsoft Office, Hyperion Enterprise, Accounts Payable, Customer Service, Financial Accounting, Cash Management, General Ledger, Budgets, Payroll, Management, Account Reconciliation, Sarbanes-Oxley Act, Forecasting, Mergers & Acquisitions, Microsoft Excel, Account Management, Team Building, Analysis, Finance, Process Improvement, Accounts Receivable, Microsoft Word, Internal Controls, Strategic Planning, GAAP, Cost Accounting, CPA, Internal Audit, US GAAP, Fixed Assets, Cash Flow, Journal Entries, Due Diligence, Pricing, Inventory Management, Executive Management, Year-end Close, Business Process..., Risk Management, Corporate Finance, Treasury Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 1980 — 1984
BSBA, Accounting
Myers Park High School
C.C. Dickson Co. April 2005 - Present
Muzak, LLC August 1999 - March 2005
The News Group June 1996 - July 1999
The Parnell-Martin Companies March 1992 - June 1996
Coopers & Lybrand December 1984 - March 1992
Skills
Accounting, Financial Reporting, SEC filings, Tax, Financial Analysis, Auditing, Microsoft Office, Hyperion Enterprise, Accounts Payable, Customer Service, Financial Accounting, Cash Management, General Ledger, Budgets, Payroll, Management, Account Reconciliation, Sarbanes-Oxley Act, Forecasting, Mergers & Acquisitions, Microsoft Excel, Account Management, Team Building, Analysis, Finance, Process Improvement, Accounts Receivable, Microsoft Word, Internal Controls, Strategic Planning, GAAP, Cost Accounting, CPA, Internal Audit, US GAAP, Fixed Assets, Cash Flow, Journal Entries, Due Diligence, Pricing, Inventory Management, Executive Management, Year-end Close, Business Process..., Risk Management, Corporate Finance, Treasury Management, Financial Modeling
Education
University of North Carolina at Chapel Hill 1980 — 1984
BSBA, Accounting
Myers Park High School
DeeAnn Thomson's Coopers & Lybrand Experience 1989 - 1997
Job Senior Finance Manager at SEL
Industry Electrical/Electronic Manufacturing
Experience
Schweitzer Engineering Laboratories April 2013 - Present
Schweitzer Engineering Laboratories September 2002 - April 2013
WSU Bookstore (the Bookie) May 1997 - August 2002
Coopers & Lybrand 1989 - 1997
Skills
Financial Modeling, Revenue Recognition, Financial Accounting, Accounting, Account Reconciliation, Managerial Finance, Leadership Development, Cross-functional Team..., Financial Reporting, Process Improvement, Microsoft Excel, Finance, Accounts Payable, Internal Controls, Auditing, Accounts Receivable, Budgets
Education
University of Oregon 1984 — 1989
BS, Accounting and Management
Schweitzer Engineering Laboratories April 2013 - Present
Schweitzer Engineering Laboratories September 2002 - April 2013
WSU Bookstore (the Bookie) May 1997 - August 2002
Coopers & Lybrand 1989 - 1997
Skills
Financial Modeling, Revenue Recognition, Financial Accounting, Accounting, Account Reconciliation, Managerial Finance, Leadership Development, Cross-functional Team..., Financial Reporting, Process Improvement, Microsoft Excel, Finance, Accounts Payable, Internal Controls, Auditing, Accounts Receivable, Budgets
Education
University of Oregon 1984 — 1989
BS, Accounting and Management
Courtney Wilton's Coopers & Lybrand Experience 1983 - 1990
Job CFO Energy Trust of Oregon
Industry Utilities
Experience
Energy Trust of Oregon September 2013 - Present
Clackamas Community College July 2007 - September 2013
David Douglas School District 1998 - 2007
Coopers & Lybrand 1983 - 1990
Skills
Strategic Planning, Nonprofits, Research, Public Speaking, Higher Education, Community Outreach, Leadership Development
Education
University of Oregon 1976 — 1980
Bachelor's degree, Economics
Energy Trust of Oregon September 2013 - Present
Clackamas Community College July 2007 - September 2013
David Douglas School District 1998 - 2007
Coopers & Lybrand 1983 - 1990
Skills
Strategic Planning, Nonprofits, Research, Public Speaking, Higher Education, Community Outreach, Leadership Development
Education
University of Oregon 1976 — 1980
Bachelor's degree, Economics
Gary Luchini's Coopers & Lybrand Experience June 1979 - September 1983
Job Certified Public Accountant at Luchini & Company, P.C.
Industry Accounting
Experience
Luchini & Company, P.C. September 1983 - Present
Coopers & Lybrand June 1979 - September 1983
Skills
Accounting, CPA, Tax, Income Tax, Auditing, Tax Preparation, Tax Research, General Ledger, QuickBooks, Corporate Tax
Education
University of Notre Dame 1975 — 1979
BA, Accounting
Luchini & Company, P.C. September 1983 - Present
Coopers & Lybrand June 1979 - September 1983
Skills
Accounting, CPA, Tax, Income Tax, Auditing, Tax Preparation, Tax Research, General Ledger, QuickBooks, Corporate Tax
Education
University of Notre Dame 1975 — 1979
BA, Accounting
Lisa Prasad's Coopers & Lybrand Experience 1995 - 1998
Job CEO at Full Circle Advisory, Inc.
Industry Management Consulting
Experience
Full Circle Advisory, Inc. May 2013 - Present
U3 Ventures LLC January 2006 - April 2013
University of Pennsylvania October 1998 - December 2005
Coopers & Lybrand 1995 - 1998
Skills
Entrepreneurship, Management, Research, Training, Government, Market Analysis, Commercialization, R&D, Technology Transfer, Economic Development, Strategic Planning, Nonprofits, Urban Planning, Grant Writing, Public Policy, Community Development, Public Speaking, Higher Education, Community Outreach, Fundraising, Non-profits, Program Development, Business Strategy, Real Estate Economics, Real Estate Development
Education
University of Michigan College of Literature, Science, and the Arts
Bachelor’s Degree, Political Science, English
University of Pennsylvania
Master’s Degree, Public Administration (MGA)
University of Pennsylvania
Master’s Degree, International Relations (M.A.)
Full Circle Advisory, Inc. May 2013 - Present
U3 Ventures LLC January 2006 - April 2013
University of Pennsylvania October 1998 - December 2005
Coopers & Lybrand 1995 - 1998
Skills
Entrepreneurship, Management, Research, Training, Government, Market Analysis, Commercialization, R&D, Technology Transfer, Economic Development, Strategic Planning, Nonprofits, Urban Planning, Grant Writing, Public Policy, Community Development, Public Speaking, Higher Education, Community Outreach, Fundraising, Non-profits, Program Development, Business Strategy, Real Estate Economics, Real Estate Development
Education
University of Michigan College of Literature, Science, and the Arts
Bachelor’s Degree, Political Science, English
University of Pennsylvania
Master’s Degree, Public Administration (MGA)
University of Pennsylvania
Master’s Degree, International Relations (M.A.)
Jolene Koch's Coopers & Lybrand Experience January 1993 - July 1995
Job Accountant at Masimore, Magnuson & Assoc., P.C.
Industry Accounting
Experience
Masimore, Magnuson & Assoc., P.C. November 2014 - Present
Blackman & Associates, P.C. January 2012 - July 2014
McMillen & Associates November 2005 - December 2011
Lutz & Company, P.C. January 2002 - February 2003
MFS Communications Company, Inc. December 1995 - January 1998
First Data Corporation July 1995 - December 1995
Coopers & Lybrand January 1993 - July 1995
Aquila July 1990 - December 1992
Skills
Tax Research, Corporate Tax, Accounting, Income Tax, Financial Reporting, Auditing, Tax Advisory, Sarbanes-Oxley Act, Sales & Use Tax
Education
University of Nebraska at Omaha 1990 — 1992
BSBA, Accounting
Masimore, Magnuson & Assoc., P.C. November 2014 - Present
Blackman & Associates, P.C. January 2012 - July 2014
McMillen & Associates November 2005 - December 2011
Lutz & Company, P.C. January 2002 - February 2003
MFS Communications Company, Inc. December 1995 - January 1998
First Data Corporation July 1995 - December 1995
Coopers & Lybrand January 1993 - July 1995
Aquila July 1990 - December 1992
Skills
Tax Research, Corporate Tax, Accounting, Income Tax, Financial Reporting, Auditing, Tax Advisory, Sarbanes-Oxley Act, Sales & Use Tax
Education
University of Nebraska at Omaha 1990 — 1992
BSBA, Accounting
Alisa Tomlinson's Coopers & Lybrand Experience January 1988 - January 1990
Job Independent Consultant at Rodan + Fields Dermatologists
Industry Sports
Experience
Rodan + Fields Dermatologists April 2014 - Present
Santa Clara University December 2012 - Present
VMware September 2010 - December 2010
TriCipher Inc November 2008 - January 2010
Pyramid Technology January 1995 - January 1997
Hitachi Data Systems January 1994 - January 1995
Lowe Enterprises, Inc January 1992 - January 1994
Pacific Property Services, LP January 1990 - January 1992
Coopers & Lybrand January 1988 - January 1990
Skills
Forecasting, Auditing, Microsoft Excel, General Ledger, Accounts Payable, FRx, Team Leadership, Account Reconciliation, Financial Statements, Accounting
Education
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Accounting
Rodan + Fields Dermatologists April 2014 - Present
Santa Clara University December 2012 - Present
VMware September 2010 - December 2010
TriCipher Inc November 2008 - January 2010
Pyramid Technology January 1995 - January 1997
Hitachi Data Systems January 1994 - January 1995
Lowe Enterprises, Inc January 1992 - January 1994
Pacific Property Services, LP January 1990 - January 1992
Coopers & Lybrand January 1988 - January 1990
Skills
Forecasting, Auditing, Microsoft Excel, General Ledger, Accounts Payable, FRx, Team Leadership, Account Reconciliation, Financial Statements, Accounting
Education
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Accounting
Sheila Matthews's Coopers & Lybrand Experience 1982 - 1986
Job Consultant
Industry Financial Services
Experience
BoardProspects, Inc. August 2011 - February 2013
Matthews Financial Consulting 2004 - July 2011
Epic Therapeutics, Inc. 1992 - 2002
Ares-Serono 1986 - 1992
Coopers & Lybrand 1982 - 1986
Education
University of Notre Dame 1978 — 1982
B.B.A., Accounting
Central Catholic High School
BoardProspects, Inc. August 2011 - February 2013
Matthews Financial Consulting 2004 - July 2011
Epic Therapeutics, Inc. 1992 - 2002
Ares-Serono 1986 - 1992
Coopers & Lybrand 1982 - 1986
Education
University of Notre Dame 1978 — 1982
B.B.A., Accounting
Central Catholic High School
Tammy Boynton's Coopers & Lybrand Experience 1991 - 1995
Job DirectorAudit Services at AT&T
Industry Telecommunications
Experience
AT&T November 2014 - Present
AT&T 2008 - November 2014
Stevens Graphics 2006 - 2008
ING 2001 - 2006
HMS Host 1997 - 2001
Host Marriott Services 1995 - 1997
Coopers & Lybrand 1991 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Forecasting, Auditing, Process Improvement, Budgets, Finance, Accounts Receivable, US GAAP, Managerial Finance
Education
University of Nebraska-Lincoln 1987 — 1989
MBA, Accounting
University of Nebraska-Lincoln 1982 — 1986
BS, Finance
AT&T November 2014 - Present
AT&T 2008 - November 2014
Stevens Graphics 2006 - 2008
ING 2001 - 2006
HMS Host 1997 - 2001
Host Marriott Services 1995 - 1997
Coopers & Lybrand 1991 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Forecasting, Auditing, Process Improvement, Budgets, Finance, Accounts Receivable, US GAAP, Managerial Finance
Education
University of Nebraska-Lincoln 1987 — 1989
MBA, Accounting
University of Nebraska-Lincoln 1982 — 1986
BS, Finance
Restor Johnson's Coopers & Lybrand Experience December 1984 - April 1987
Job Vice President, Enterprise Real Estate Services at UnitedHealth Group
Industry Commercial Real Estate
Experience
UnitedHealth Group September 2006 - Present
Jones Lang LaSalle June 2001 - September 2006
RedChip.com August 1999 - March 2001
Roth Capital Partners April 1998 - July 1999
Dain Bosworth Incorporated April 1987 - March 1998
Coopers & Lybrand December 1984 - April 1987
Skills
Real Estate, Disposition, Corporate Finance, Strategy, Management, Leadership, Finance, Portfolio Management, Mergers, Process Improvement, Corporate Real Estate, Mergers & Acquisitions, Property Management, Private Equity, Outsourcing, CRM
Education
University of Minnesota-Twin Cities 1980 — 1984
BSB, Accounting & Finance
UnitedHealth Group September 2006 - Present
Jones Lang LaSalle June 2001 - September 2006
RedChip.com August 1999 - March 2001
Roth Capital Partners April 1998 - July 1999
Dain Bosworth Incorporated April 1987 - March 1998
Coopers & Lybrand December 1984 - April 1987
Skills
Real Estate, Disposition, Corporate Finance, Strategy, Management, Leadership, Finance, Portfolio Management, Mergers, Process Improvement, Corporate Real Estate, Mergers & Acquisitions, Property Management, Private Equity, Outsourcing, CRM
Education
University of Minnesota-Twin Cities 1980 — 1984
BSB, Accounting & Finance
Carl Cozen's Coopers & Lybrand Experience May 1994 - October 1997
Job Managing Partner at Cooper & Allison Insurance Agency, LLC
Industry Insurance
Experience
Cooper & Allison Insurance Agency, LLC January 2014 - Present
Carl Cozen Agency, Inc. October 1997 - Present
Coopers & Lybrand May 1994 - October 1997
Skills
Property & Casualty..., Health Insurance, Insurance, Financial Analysis, Legal Liability, Term Life Insurance, Workers Compensation, Employee Benefits, Fixed Annuities, Sales Management, Accounting, Customer Service, Retirement Planning, Long-term Care, Liability, Underwriting, Management, Casualty, Strategic Planning, Sales, Umbrella Insurance, Disability Insurance, Auditing, Commercial Insurance, New Business Development, Reinsurance, Team Building, Life Insurance, General Insurance, Commercial Lines, Investments, Brokers, Whole Life, Homeowners, Variable Annuities, Claim, Small Business, Cold Calling, Universal Life, Employment Practices..., Relationship Management, Insurance Law, Portfolio Management, Strategic Financial..., Enterprise Risk..., Risk Management, Professional Liability, Account Management
Education
University of Notre Dame 1990 — 1994
Business, Accounting
Marist
Marist
Marist
Cooper & Allison Insurance Agency, LLC January 2014 - Present
Carl Cozen Agency, Inc. October 1997 - Present
Coopers & Lybrand May 1994 - October 1997
Skills
Property & Casualty..., Health Insurance, Insurance, Financial Analysis, Legal Liability, Term Life Insurance, Workers Compensation, Employee Benefits, Fixed Annuities, Sales Management, Accounting, Customer Service, Retirement Planning, Long-term Care, Liability, Underwriting, Management, Casualty, Strategic Planning, Sales, Umbrella Insurance, Disability Insurance, Auditing, Commercial Insurance, New Business Development, Reinsurance, Team Building, Life Insurance, General Insurance, Commercial Lines, Investments, Brokers, Whole Life, Homeowners, Variable Annuities, Claim, Small Business, Cold Calling, Universal Life, Employment Practices..., Relationship Management, Insurance Law, Portfolio Management, Strategic Financial..., Enterprise Risk..., Risk Management, Professional Liability, Account Management
Education
University of Notre Dame 1990 — 1994
Business, Accounting
Marist
Marist
Marist
Margaret I. Davis, CPA's Coopers & Lybrand Experience July 1983 - March 1987
Job Accounting Director at Associated Students UCLA
Industry Education Management
Experience
Associated Students UCLA February 2015 - Present
The NexTec Group November 2007 - February 2015
International Humanitarian Aid Organizations October 2004 - October 2007
The Fox Group March 1987 - January 2000
Coopers & Lybrand July 1983 - March 1987
Skills
Software Implementation, Business Intelligence, Great Plains Software, Microsoft Dynamics, Microsoft CRM, Financials, Business Process, ERP, Professional Services, Business Process..., SSRS, SharePoint, Integration
Education
University of Nevada-Las Vegas 1977 — 1980
BSBA, Accounting Concentration
Associated Students UCLA February 2015 - Present
The NexTec Group November 2007 - February 2015
International Humanitarian Aid Organizations October 2004 - October 2007
The Fox Group March 1987 - January 2000
Coopers & Lybrand July 1983 - March 1987
Skills
Software Implementation, Business Intelligence, Great Plains Software, Microsoft Dynamics, Microsoft CRM, Financials, Business Process, ERP, Professional Services, Business Process..., SSRS, SharePoint, Integration
Education
University of Nevada-Las Vegas 1977 — 1980
BSBA, Accounting Concentration
Larry Pevnick's Coopers & Lybrand Experience May 1982 - April 1988
Job Member at Brown Smith Wallace, LLC
Industry Accounting
Experience
Brown Smith Wallace April 1991 - Present
Brown Smith Wallace March 1991 - Present
Penncorp Life Insurance May 1988 - 1991
Coopers & Lybrand May 1982 - April 1988
Skills
Accounting, Auditing, Insurance, Financial Analysis, CPA, Finance, Financial Reporting, Financial Statements, Start-ups, Budgets, Tax, Internal Controls, Risk Management, Internal Audit, GAAP, Analysis, Leadership, Sarbanes-Oxley Act
Education
University of Missouri-Saint Louis 1975 — 1979
BSBA, Major in Accounting
University of Missouri-Saint Louis
bachelor of science in business administration , Accounting
Brown Smith Wallace April 1991 - Present
Brown Smith Wallace March 1991 - Present
Penncorp Life Insurance May 1988 - 1991
Coopers & Lybrand May 1982 - April 1988
Skills
Accounting, Auditing, Insurance, Financial Analysis, CPA, Finance, Financial Reporting, Financial Statements, Start-ups, Budgets, Tax, Internal Controls, Risk Management, Internal Audit, GAAP, Analysis, Leadership, Sarbanes-Oxley Act
Education
University of Missouri-Saint Louis 1975 — 1979
BSBA, Major in Accounting
University of Missouri-Saint Louis
bachelor of science in business administration , Accounting
Brian Boyle's Coopers & Lybrand Experience 1995 - 1998
Job VicePresident Corporate Controller at Ply Gem Industries
Industry Consumer Goods
Experience
Ply Gem Industries July 2008 - Present
PricewaterhouseCoopers July 1995 - July 2008
Coopers & Lybrand 1995 - 1998
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Audit, Internal Controls, SEC Filings, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
BSBA and Masters, Business and Accounting
Ply Gem Industries July 2008 - Present
PricewaterhouseCoopers July 1995 - July 2008
Coopers & Lybrand 1995 - 1998
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Audit, Internal Controls, SEC Filings, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
BSBA and Masters, Business and Accounting
Tim Buehne's Coopers & Lybrand Experience 1986 - 1988
Job Deputy Chief at Fenton Fire Protection District
Industry Public Safety
Experience
Fenton Fire Protection District December 1991 - Present
Richmond Heights Fire Department 1987 - 1991
Coopers & Lybrand 1986 - 1988
Skills
NIMS, Fire Management, Firefighting, Preparedness, Disaster Response, Emergency Services, Ambulance, First Responder, EMS, Rescue, Enforcement, Fire Safety, Fire Suppression Systems, Public Safety, Incident Command, Emergency Management, Hazardous Materials, Fire Protection, Life Safety, Incident Management, Physical Security, Private Investigations, Criminal Justice, Contingency Planning, Hazard Recognition, Code Enforcement, Homeland Security, Police, Firearms, NFPA, EMT, Supervisory Skills, Exercises, HAZWOPER, Criminal Investigations, Emergency, Investigation, Evidence, AED, Risk Assessment, First Aid, Technical Rescue, Crisis Management, Command, Cpr Certified, Firefighters, Fire Investigation, CBRN, Counterterrorism, Weapons of Mass...
Education
University of Missouri-Saint Louis 1982 — 1986
Bachelors, Business Administration/Accounting
Fenton Fire Protection District December 1991 - Present
Richmond Heights Fire Department 1987 - 1991
Coopers & Lybrand 1986 - 1988
Skills
NIMS, Fire Management, Firefighting, Preparedness, Disaster Response, Emergency Services, Ambulance, First Responder, EMS, Rescue, Enforcement, Fire Safety, Fire Suppression Systems, Public Safety, Incident Command, Emergency Management, Hazardous Materials, Fire Protection, Life Safety, Incident Management, Physical Security, Private Investigations, Criminal Justice, Contingency Planning, Hazard Recognition, Code Enforcement, Homeland Security, Police, Firearms, NFPA, EMT, Supervisory Skills, Exercises, HAZWOPER, Criminal Investigations, Emergency, Investigation, Evidence, AED, Risk Assessment, First Aid, Technical Rescue, Crisis Management, Command, Cpr Certified, Firefighters, Fire Investigation, CBRN, Counterterrorism, Weapons of Mass...
Education
University of Missouri-Saint Louis 1982 — 1986
Bachelors, Business Administration/Accounting
Scott Middleton's Coopers & Lybrand Experience September 1987 - September 1992
Job Owner at Red Cedar Place
Industry Real Estate
Experience
Coastal Lowcountry Homes April 2008 - Present
Red Cedar Place 2008 - Present
Community Development Partners July 2006 - Present
Pulte Homes February 2004 - June 2006
Pulte Homes and The Communities of Del Webb 1994 - 2006
Del Webb 1994 - 2001
Coopers & Lybrand September 1987 - September 1992
Skills
Real Estate, Land Acquisition, Residential Homes, Real Estate Development, Homebuilding, Mortgage Lending, Entitlements, Real Estate Transactions, New Home Sales, Single Family Homes, Investment Properties, Property Management, Real Estate Economics, Finance, REO, Condos, Commercial Real Estate, Sellers, New Homes, Investors, First Time Home Buyers, Land Development, Short Sales, Disposition, Foreclosures, Real Property, Brokerage, Luxury, Buyer Representation
Education
University of North Carolina at Charlotte 1980 — 1985
BS, Accounting
University of North Carolina at Charlotte 1980 — 1985
BS
Coastal Lowcountry Homes April 2008 - Present
Red Cedar Place 2008 - Present
Community Development Partners July 2006 - Present
Pulte Homes February 2004 - June 2006
Pulte Homes and The Communities of Del Webb 1994 - 2006
Del Webb 1994 - 2001
Coopers & Lybrand September 1987 - September 1992
Skills
Real Estate, Land Acquisition, Residential Homes, Real Estate Development, Homebuilding, Mortgage Lending, Entitlements, Real Estate Transactions, New Home Sales, Single Family Homes, Investment Properties, Property Management, Real Estate Economics, Finance, REO, Condos, Commercial Real Estate, Sellers, New Homes, Investors, First Time Home Buyers, Land Development, Short Sales, Disposition, Foreclosures, Real Property, Brokerage, Luxury, Buyer Representation
Education
University of North Carolina at Charlotte 1980 — 1985
BS, Accounting
University of North Carolina at Charlotte 1980 — 1985
BS
Keith Karlawish's Coopers & Lybrand Experience 1990 - 1991
Job Partner at Park Ridge Asset Management
Industry Investment Management
Experience
Park Ridge Asset Management December 2008 - Present
BB&T Asset Management May 2002 - October 2008
BB&T Asset Management 1997 - 2002
BB&T Asset Management 1993 - 1997
BB&T 1991 - 1993
Coopers & Lybrand 1990 - 1991
Central Fidelity Bank 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
BSBA
Park Ridge Asset Management December 2008 - Present
BB&T Asset Management May 2002 - October 2008
BB&T Asset Management 1997 - 2002
BB&T Asset Management 1993 - 1997
BB&T 1991 - 1993
Coopers & Lybrand 1990 - 1991
Central Fidelity Bank 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
BSBA
Cara Marrone Cullen's Coopers & Lybrand Experience June 1996 - January 1998
Job Owner/Manager at Wachusett Country Club
Industry Entertainment
Experience
Kettle Brook Golf Club January 2008 - Present
Wachusett Country Club August 1988 - Present
Coopers & Lybrand June 1996 - January 1998
Education
University of Notre Dame 1992 — 1996
BBA, MIS
Kettle Brook Golf Club January 2008 - Present
Wachusett Country Club August 1988 - Present
Coopers & Lybrand June 1996 - January 1998
Education
University of Notre Dame 1992 — 1996
BBA, MIS
Laura Bethke's Coopers & Lybrand Experience 1991 - 1997
Job Director, Tax Compliance at The Mosaic Company
Industry Mining & Metals
Experience
The Mosaic Company July 2008 - Present
Regis Corporation October 1997 - July 2008
Coopers & Lybrand 1991 - 1997
Skills
Corporate Tax, Tax Compliance, Tax Accounting, Tax Research, Tax, Sarbanes-Oxley Act, US GAAP, Accounting, Accounts Payable, Accounts Receivable, Tax Law, SEC filings, Income Tax, GAAP, International Tax, Internal Controls, Sarbanes-Oxley, Financial Reporting, Financial Analysis, CPA
Education
University of Minnesota - Carlson School of Management 1992 — 1996
Masters of Business Taxation
University of St. Thomas 1985 — 1989
BA, Accounting
The Mosaic Company July 2008 - Present
Regis Corporation October 1997 - July 2008
Coopers & Lybrand 1991 - 1997
Skills
Corporate Tax, Tax Compliance, Tax Accounting, Tax Research, Tax, Sarbanes-Oxley Act, US GAAP, Accounting, Accounts Payable, Accounts Receivable, Tax Law, SEC filings, Income Tax, GAAP, International Tax, Internal Controls, Sarbanes-Oxley, Financial Reporting, Financial Analysis, CPA
Education
University of Minnesota - Carlson School of Management 1992 — 1996
Masters of Business Taxation
University of St. Thomas 1985 — 1989
BA, Accounting
Barbara Freeman's Coopers & Lybrand Experience 1991 - 1996
Job President/Owner at Kitchenware Outfitters, Inc.
Industry Retail
Experience
Kitchenware Outfitters, Inc. March 2004 - Present
Le Creuset July 1998 - August 2004
Barbara O Freeman, CPA October 1997 - June 1998
Barbara O Freeman, CPA October 1997 - June 1998
Coopers & Lybrand 1991 - 1996
Skills
Forecasting, Auditing, Advertising, Retail, P&L Management, Negotiation, Inventory Management, Consumer Products, Market Planning, PowerPoint, Marketing Strategy, Finance, Marketing, Sales, Sales Management, Cooking, Accounting, Merchandising, Profit, New Business Development, Brand Management, Team Building, Trade Shows, Sales Operations, Account Management, Business Planning, Strategic Planning, Competitive Analysis, Budgets
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Kitchenware Outfitters, Inc. March 2004 - Present
Le Creuset July 1998 - August 2004
Barbara O Freeman, CPA October 1997 - June 1998
Barbara O Freeman, CPA October 1997 - June 1998
Coopers & Lybrand 1991 - 1996
Skills
Forecasting, Auditing, Advertising, Retail, P&L Management, Negotiation, Inventory Management, Consumer Products, Market Planning, PowerPoint, Marketing Strategy, Finance, Marketing, Sales, Sales Management, Cooking, Accounting, Merchandising, Profit, New Business Development, Brand Management, Team Building, Trade Shows, Sales Operations, Account Management, Business Planning, Strategic Planning, Competitive Analysis, Budgets
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Carlo Trigiani's Coopers & Lybrand Experience August 1986 - May 1994
Job Vice President at Lexington Realty Trust
Industry Real Estate
Experience
Lexington Realty Trust January 1998 - Present
Coopers & Lybrand August 1986 - May 1994
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Lexington Realty Trust January 1998 - Present
Coopers & Lybrand August 1986 - May 1994
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
William Flora's Coopers & Lybrand Experience 1964 - 2000
Job Owner, William D. Flora, CPA
Industry Accounting
Experience
William D. Flora, CPA June 2000 - Present
PricewaterhouseCoopers 1964 - 2000
Coopers & Lybrand 1964 - 2000
Skills
Accounting, Tax, Income Tax, Real Estate, Tax Returns, Tax Preparation, Mergers, Tax Services, Corporate Tax, CPA, Tax Accounting, Tax Research, GAAP, Partnership Taxation, Mergers, International Tax, Tax Advisory, Mergers & Acquisitions
Education
University of Michigan Law School 1961 — 1964
Doctor of Law (J.D.)
University of Notre Dame 1957 — 1961
Bachelor of Business Administration (BBA), Accounting
William D. Flora, CPA June 2000 - Present
PricewaterhouseCoopers 1964 - 2000
Coopers & Lybrand 1964 - 2000
Skills
Accounting, Tax, Income Tax, Real Estate, Tax Returns, Tax Preparation, Mergers, Tax Services, Corporate Tax, CPA, Tax Accounting, Tax Research, GAAP, Partnership Taxation, Mergers, International Tax, Tax Advisory, Mergers & Acquisitions
Education
University of Michigan Law School 1961 — 1964
Doctor of Law (J.D.)
University of Notre Dame 1957 — 1961
Bachelor of Business Administration (BBA), Accounting
Lezlie Renee' Pipes's Coopers & Lybrand Experience 1985 - 1987
Job Parliamentarian at National Charity League, Inc., Milton Chapter
Industry Nonprofit Organization Management
Experience
Junior League Of Atlanta, Inc. June 2009 - Present
Roswell United Methodist Church March 2014 - Present
National Charity League, Inc., Milton Chapter June 2015 - Present
Georgia CASA January 2015 - March 2015
Junior League of Gwinnett and North Fulton Counties June 2003 - May 2009
Junior League of Louisville, Inc. January 2001 - May 2003
Junior League of Collin County, Inc. (JL of Plano) June 1998 - June 2001
Junior League of Arlington, TX, Inc. June 1995 - May 1998
Houston General Insurance Company 1987 - 1995
Coopers & Lybrand 1985 - 1987
Skills
Public Relations, Leadership Development, Volunteer Management, Non-profits, Team Building, Fundraising, Program Management, Organizational..., Nonprofits, Community Outreach, Leadership, Strategic Planning, Public Speaking, Event Planning, Program Development, Event Management, Marketing, Training
Education
University of North Texas 1982 — 1985
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Western Hills High School 1977 — 1981
Junior League Of Atlanta, Inc. June 2009 - Present
Roswell United Methodist Church March 2014 - Present
National Charity League, Inc., Milton Chapter June 2015 - Present
Georgia CASA January 2015 - March 2015
Junior League of Gwinnett and North Fulton Counties June 2003 - May 2009
Junior League of Louisville, Inc. January 2001 - May 2003
Junior League of Collin County, Inc. (JL of Plano) June 1998 - June 2001
Junior League of Arlington, TX, Inc. June 1995 - May 1998
Houston General Insurance Company 1987 - 1995
Coopers & Lybrand 1985 - 1987
Skills
Public Relations, Leadership Development, Volunteer Management, Non-profits, Team Building, Fundraising, Program Management, Organizational..., Nonprofits, Community Outreach, Leadership, Strategic Planning, Public Speaking, Event Planning, Program Development, Event Management, Marketing, Training
Education
University of North Texas 1982 — 1985
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Western Hills High School 1977 — 1981
Margaret Costello Lambert's Coopers & Lybrand Experience August 1983 - November 1986
Job Professor and Chair of Business Department
Industry Higher Education
Experience
Pine Knob Ski Resort 2014 - Present
National Ski Patrol 2014 - Present
Michigan Association of Higher Education (MAHE) January 2010 - Present
Oakland Community College September 1992 - Present
Coopers & Lybrand August 1983 - November 1986
Skills
Public Speaking, Training, PowerPoint, Student Affairs, Editing, Access, Higher Education, Microsoft Excel, Nonprofits, Fundraising, Microsoft Office, Strategic Planning, Non-profits, Research, Teaching, Coaching, Leadership Development, Management, Accounting, Community Outreach, Career Counseling, Microsoft Word, Event Planning, Leadership, Policy, Public Relations, Customer Service, Analysis, Volunteer Management
Education
Wayne State University Law School 1983 — 1986
JD, Law
University of Michigan - Stephen M. Ross School of Business 1979 — 1983
BBA, Accounting
Pine Knob Ski Resort 2014 - Present
National Ski Patrol 2014 - Present
Michigan Association of Higher Education (MAHE) January 2010 - Present
Oakland Community College September 1992 - Present
Coopers & Lybrand August 1983 - November 1986
Skills
Public Speaking, Training, PowerPoint, Student Affairs, Editing, Access, Higher Education, Microsoft Excel, Nonprofits, Fundraising, Microsoft Office, Strategic Planning, Non-profits, Research, Teaching, Coaching, Leadership Development, Management, Accounting, Community Outreach, Career Counseling, Microsoft Word, Event Planning, Leadership, Policy, Public Relations, Customer Service, Analysis, Volunteer Management
Education
Wayne State University Law School 1983 — 1986
JD, Law
University of Michigan - Stephen M. Ross School of Business 1979 — 1983
BBA, Accounting
Chris Spegele's Coopers & Lybrand Experience August 1990 - April 1991
Job Vice President, Internal Audit
Industry Building Materials
Experience
Owens Corning December 2013 - Present
Owens Corning January 2011 - Present
Owens Corning June 1999 - September 2011
Aeroquip-Vickers June 1997 - June 1999
Price Waterhouse April 1991 - June 1997
Coopers & Lybrand August 1990 - April 1991
Education
University of Notre Dame 1986 — 1990
BBA, Accounting
Lake Howell 1982 — 1986
Owens Corning December 2013 - Present
Owens Corning January 2011 - Present
Owens Corning June 1999 - September 2011
Aeroquip-Vickers June 1997 - June 1999
Price Waterhouse April 1991 - June 1997
Coopers & Lybrand August 1990 - April 1991
Education
University of Notre Dame 1986 — 1990
BBA, Accounting
Lake Howell 1982 — 1986
Paula Bata's Coopers & Lybrand Experience September 1988 - October 1992
Job Accountant at Kidron Capital
Industry Accounting
Experience
Kidron Capital April 2012 - Present
RRM Financial Services Inc April 2011 - December 2014
Minneapolis Music Teachers Forum August 2008 - October 2012
Home August 2003 - May 2007
Deluxe Corporation Foundation September 1996 - December 2003
Holy Name of Jesus Parish February 2002 - December 2002
Lutheran Brotherhood November 1992 - August 1994
Coopers & Lybrand September 1988 - October 1992
Skills
QuickBooks, Small Business, Accounting, Auditing, Budgets, Financial Reporting, Forecasting, Financial Analysis, CPA, Microsoft Excel, Process Improvement, Internal Controls
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts, Accounting
Kidron Capital April 2012 - Present
RRM Financial Services Inc April 2011 - December 2014
Minneapolis Music Teachers Forum August 2008 - October 2012
Home August 2003 - May 2007
Deluxe Corporation Foundation September 1996 - December 2003
Holy Name of Jesus Parish February 2002 - December 2002
Lutheran Brotherhood November 1992 - August 1994
Coopers & Lybrand September 1988 - October 1992
Skills
QuickBooks, Small Business, Accounting, Auditing, Budgets, Financial Reporting, Forecasting, Financial Analysis, CPA, Microsoft Excel, Process Improvement, Internal Controls
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts, Accounting
Sandy Goldsmith's Coopers & Lybrand Experience August 1988 - March 1992
Job Contractor
Industry Accounting
Experience
S Goldsmith Consulting March 2007 - Present
The Smart Group LP March 2013 - February 2015
Johnny Carino's August 2005 - February 2007
First Consulting Group March 1997 - July 1999
Pacific Life April 1994 - September 1996
Toyota Motor Sales March 1992 - March 1994
Coopers & Lybrand August 1988 - March 1992
Skills
Financial Reporting, Cash Flow, Accounting, Finance, Financial Analysis, Financial Accounting, CRM, Forecasting, Internal Controls
Education
University of Oregon 1984 — 1988
BS, Accounting
S Goldsmith Consulting March 2007 - Present
The Smart Group LP March 2013 - February 2015
Johnny Carino's August 2005 - February 2007
First Consulting Group March 1997 - July 1999
Pacific Life April 1994 - September 1996
Toyota Motor Sales March 1992 - March 1994
Coopers & Lybrand August 1988 - March 1992
Skills
Financial Reporting, Cash Flow, Accounting, Finance, Financial Analysis, Financial Accounting, CRM, Forecasting, Internal Controls
Education
University of Oregon 1984 — 1988
BS, Accounting
Jane Running's Coopers & Lybrand Experience August 1978 - February 1984
Job V.P. Finance & Control at Osram Sylvania
Industry Electrical/Electronic Manufacturing
Experience
Osram Sylvania February 1984 - Present
Coopers & Lybrand August 1978 - February 1984
Skills
Cost Accounting, Forecasting, Financial Reporting, Financial Analysis, Internal Controls, Cash Flow, Corporate Finance, Cross-functional Team..., Process Improvement, Finance, Financial Accounting, Budgets, Hyperion Enterprise, Managerial Finance, Accounting, Acquisition Integration, Variance Analysis, Revenue Recognition, Sarbanes-Oxley Act, General Ledger, SAP, Consolidation, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 1974 — 1978
BBA, Accounting
Osram Sylvania February 1984 - Present
Coopers & Lybrand August 1978 - February 1984
Skills
Cost Accounting, Forecasting, Financial Reporting, Financial Analysis, Internal Controls, Cash Flow, Corporate Finance, Cross-functional Team..., Process Improvement, Finance, Financial Accounting, Budgets, Hyperion Enterprise, Managerial Finance, Accounting, Acquisition Integration, Variance Analysis, Revenue Recognition, Sarbanes-Oxley Act, General Ledger, SAP, Consolidation, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 1974 — 1978
BBA, Accounting
Gilles Bertrand's Coopers & Lybrand Experience September 1992 - June 1994
Job Director Global Supply Chain Transformation at Corning Life Sciences
Industry Consumer Goods
Experience
Corning Life Sciences September 2014 - Present
Johnson & Johnson January 2012 - August 2014
Johnson & Johnson November 2009 - January 2012
North America Supply November 2007 - August 2009
Ethicon, Inc November 2004 - November 2007
LifeScan, Inc May 2001 - October 2004
PRICEWATERHOUSECOOPERS CONSULTING / COOPERS & LYBRAND CONSULTING June 1994 - May 2001
Coopers & Lybrand September 1992 - June 1994
Skills
ERP, Engineering, Cross-functional Team..., Program Management, Manufacturing, Supply Chain, Six Sigma, Strategy, Lean Manufacturing, Strategic Sourcing, Process Engineering, Management, Materials Management, Procurement, Logistics, Project Management, Supply Chain Management, Process Improvement
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Accounting
University of Notre Dame 1984 — 1988
BA, Government and International Studies, minor in French
Corning Life Sciences September 2014 - Present
Johnson & Johnson January 2012 - August 2014
Johnson & Johnson November 2009 - January 2012
North America Supply November 2007 - August 2009
Ethicon, Inc November 2004 - November 2007
LifeScan, Inc May 2001 - October 2004
PRICEWATERHOUSECOOPERS CONSULTING / COOPERS & LYBRAND CONSULTING June 1994 - May 2001
Coopers & Lybrand September 1992 - June 1994
Skills
ERP, Engineering, Cross-functional Team..., Program Management, Manufacturing, Supply Chain, Six Sigma, Strategy, Lean Manufacturing, Strategic Sourcing, Process Engineering, Management, Materials Management, Procurement, Logistics, Project Management, Supply Chain Management, Process Improvement
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Accounting
University of Notre Dame 1984 — 1988
BA, Government and International Studies, minor in French
Donna Dahl's Coopers & Lybrand Experience January 1990 - June 1998
Job Dahl CPA, Ltd.
Industry Accounting
Experience
Dahl CPA, Ltd. (formerly Donna M Dahl, CPA) 1998 - Present
Coopers & Lybrand January 1990 - June 1998
Mazanec, Bauer & Associates January 1984 - November 1989
Education
University of Minnesota - Carlson School of Management 1984 — 1993
BS, MBT, Accounting/Tax
Dahl CPA, Ltd. (formerly Donna M Dahl, CPA) 1998 - Present
Coopers & Lybrand January 1990 - June 1998
Mazanec, Bauer & Associates January 1984 - November 1989
Education
University of Minnesota - Carlson School of Management 1984 — 1993
BS, MBT, Accounting/Tax
James Schachterle's Coopers & Lybrand Experience January 1974 - September 1985
Job Director of Audit and Assurance at Thomas Stephen & Company, LLP
Industry Accounting
Experience
Thomas Stephen & Company, LLP July 2009 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - May 1995
Coopers & Lybrand January 1974 - September 1985
Education
University of Northern Iowa 1971 — 1974
bachelors, accounting
Thomas Stephen & Company, LLP July 2009 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - May 1995
Coopers & Lybrand January 1974 - September 1985
Education
University of Northern Iowa 1971 — 1974
bachelors, accounting
Carol (Moran) Cardozo, CPA's Coopers & Lybrand Experience 1985 - 1988
Job Chief Financial Officer at Caritas Communities, Inc.
Industry Accounting
Experience
Caritas Communities, Inc. October 2012 - Present
Morgan Memorial Goodwill Industries March 2011 - October 2012
Commonwealth of Massachusetts 2008 - 2011
MetLife Financial Services 2006 - 2008
Boston Housing Authority 1999 - 2006
Homeowner's Rehab 1996 - 1999
Interplan, Inc., dba the The 401(k) Company 1991 - 1994
New England Financial 1988 - 1991
Coopers & Lybrand 1985 - 1988
Skills
Managerial Finance, Accounting, Mergers, Financial Reporting, Financial Analysis, Non-profits, GAAP, Nonprofits, Forecasting, Internal Controls, Tax, Auditing, Strategic Financial..., Due Diligence, General Ledger, Financial Planning
Education
University of New Orleans 1979 — 1985
B.S., Accounting
Caritas Communities, Inc. October 2012 - Present
Morgan Memorial Goodwill Industries March 2011 - October 2012
Commonwealth of Massachusetts 2008 - 2011
MetLife Financial Services 2006 - 2008
Boston Housing Authority 1999 - 2006
Homeowner's Rehab 1996 - 1999
Interplan, Inc., dba the The 401(k) Company 1991 - 1994
New England Financial 1988 - 1991
Coopers & Lybrand 1985 - 1988
Skills
Managerial Finance, Accounting, Mergers, Financial Reporting, Financial Analysis, Non-profits, GAAP, Nonprofits, Forecasting, Internal Controls, Tax, Auditing, Strategic Financial..., Due Diligence, General Ledger, Financial Planning
Education
University of New Orleans 1979 — 1985
B.S., Accounting
Brian Carlin's Coopers & Lybrand Experience August 1990 - October 1992
Job Chief Financial Officer at Seneca Sawmill
Industry Building Materials
Experience
Seneca Sawmill January 2015 - Present
Seneca Sawmill Co. October 2012 - December 2014
Home Federal Bank August 2011 - October 2012
Home Federal Bank August 2010 - August 2011
LibertyBank October 1992 - July 2010
Coopers & Lybrand August 1990 - October 1992
Skills
Finance, Financial Analysis, Accounting, Banking, Strategic Planning, Risk Management, Budgets, Management, Credit, Loans, Commercial Banking, Internal Controls, Credit Analysis, Cash Management, Forecasting, Auditing, Mortgage Lending, Small Business Lending, Underwriting, Strategic Financial..., Team Leadership, Commercial Lending, Process Improvement, Leadership, Retail Banking, Financial Reporting, Treasury Management, Cash Flow, Team Building, Portfolio Management
Education
University of Oregon 1987 — 1990
B.S., Accounting
Seneca Sawmill January 2015 - Present
Seneca Sawmill Co. October 2012 - December 2014
Home Federal Bank August 2011 - October 2012
Home Federal Bank August 2010 - August 2011
LibertyBank October 1992 - July 2010
Coopers & Lybrand August 1990 - October 1992
Skills
Finance, Financial Analysis, Accounting, Banking, Strategic Planning, Risk Management, Budgets, Management, Credit, Loans, Commercial Banking, Internal Controls, Credit Analysis, Cash Management, Forecasting, Auditing, Mortgage Lending, Small Business Lending, Underwriting, Strategic Financial..., Team Leadership, Commercial Lending, Process Improvement, Leadership, Retail Banking, Financial Reporting, Treasury Management, Cash Flow, Team Building, Portfolio Management
Education
University of Oregon 1987 — 1990
B.S., Accounting
David Trummel's Coopers & Lybrand Experience 1988 - 1989
Job Assistant General Counsel at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company AttorneyWarner Norcross & Judd LLP1992 - 1996
Coopers & Lybrand 1988 - 1989
Skills
Passed Certified Public..., Pharmaceutical Industry, Biotechnology, Managed Care, Pharmaceutical Sales, Biopharmaceuticals
Education
University of Minnesota Law School 1989 — 1992
J.D., Law
St Cloud State University 1984 — 1988
Bachelor of Science, Business
Eli Lilly and Company AttorneyWarner Norcross & Judd LLP1992 - 1996
Coopers & Lybrand 1988 - 1989
Skills
Passed Certified Public..., Pharmaceutical Industry, Biotechnology, Managed Care, Pharmaceutical Sales, Biopharmaceuticals
Education
University of Minnesota Law School 1989 — 1992
J.D., Law
St Cloud State University 1984 — 1988
Bachelor of Science, Business
Nancy Hickman's Coopers & Lybrand Experience January 1990 - March 1993
Job Certified Massage Therapist at Massage Envy
Industry Health, Wellness and Fitness
Experience
Massage Envy May 2009 - Present
Coopers & Lybrand January 1990 - March 1993
The Gurrier Company May 1988 - October 1989
Skills
Therapeutic Massage, Aromatherapy, Relaxation, Pregnancy, Chronic Pain, Headaches, Pain Management, Pain, Spa, Fitness, Wellness Coaching, Holistic Health, Healing, Energy Healing, Nutrition
Education
Healing Arts Institute 2009 — 2010
University of New Hampshire 1984 — 1988
BA, Communications/Business
Massage Envy May 2009 - Present
Coopers & Lybrand January 1990 - March 1993
The Gurrier Company May 1988 - October 1989
Skills
Therapeutic Massage, Aromatherapy, Relaxation, Pregnancy, Chronic Pain, Headaches, Pain Management, Pain, Spa, Fitness, Wellness Coaching, Holistic Health, Healing, Energy Healing, Nutrition
Education
Healing Arts Institute 2009 — 2010
University of New Hampshire 1984 — 1988
BA, Communications/Business
Gary Thomsen's Coopers & Lybrand Experience January 1982 - August 1992
Job President & CEO, McDonald Wholesale Co.
Industry Wholesale
Experience
McDonald Wholesale Co. September 1992 - Present
Coopers & Lybrand January 1982 - August 1992
Education
University of Oregon 1979 — 1981
Master of Business Administration (M.B.A.), Accounting
University of Oregon 1971 — 1978
Bachelor or Science, Finance, General
McDonald Wholesale Co. September 1992 - Present
Coopers & Lybrand January 1982 - August 1992
Education
University of Oregon 1979 — 1981
Master of Business Administration (M.B.A.), Accounting
University of Oregon 1971 — 1978
Bachelor or Science, Finance, General
bob whitten's Coopers & Lybrand Experience 1987 - 1989
Job AVP/Senior Field Examiner at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance March 1997 - Present
Fleet Business Credit July 1989 - February 1997
Coopers & Lybrand 1987 - 1989
Kenneth Leventhal & Co 1984 - 1986
Skills
Financial Analysis, Credit, Asset Based Lending, Auditing, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Accounting, Due Diligence
Education
University of Mississippi 1979 — 1984
Masters, Accountancy
Hernando High School
Wells Fargo Capital Finance March 1997 - Present
Fleet Business Credit July 1989 - February 1997
Coopers & Lybrand 1987 - 1989
Kenneth Leventhal & Co 1984 - 1986
Skills
Financial Analysis, Credit, Asset Based Lending, Auditing, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Accounting, Due Diligence
Education
University of Mississippi 1979 — 1984
Masters, Accountancy
Hernando High School
Lori Cipicchio's Coopers & Lybrand Experience January 1994 - November 1997
Job CPA, MST
Industry Accounting
Experience
Affinia January 2009 - May 2014
Chrysler November 1997 - November 2008
Coopers & Lybrand January 1994 - November 1997
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, Accounting, Tax Research, US GAAP, SEC filings, Internal Controls, State Tax, Management, SEC Filings, Financial Accounting
Education
Walsh College of Accountancy and Business Administration 1998 — 2000
Master's degree
University of Michigan Business School 1988 — 1992
Bachelor of Business Administration (BBA)
Northville High School 1985 — 1988
Affinia January 2009 - May 2014
Chrysler November 1997 - November 2008
Coopers & Lybrand January 1994 - November 1997
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, Accounting, Tax Research, US GAAP, SEC filings, Internal Controls, State Tax, Management, SEC Filings, Financial Accounting
Education
Walsh College of Accountancy and Business Administration 1998 — 2000
Master's degree
University of Michigan Business School 1988 — 1992
Bachelor of Business Administration (BBA)
Northville High School 1985 — 1988