Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Kim Buckey Kim Buckey's Coopers & Lybrand Experience 1984 - 1986
Job
Industry Human Resources
Experience
HighRoads, Inc. April 2008 - Present
Watson Wyatt August 2001 - April 2008
PricewaterhouseCoopers February 1997 - May 2001
Self-employed March 1994 - July 1999
Skylands Park Management March 1994 - November 1996
Kwasha Lipton February 1992 - February 1994
KPMG 1988 - 1992
KPMG 1988 - 1988
KPMG 1986 - 1988
Coopers & Lybrand 1984 - 1986
Skills
Internal Communications, Compliance, Employee Benefits, Employee Handbooks, Human Resources, Performance Management, Benefits Administration, Employee Engagement, Employee Training, Strategic Planning, Project Management, HR Consulting, Employee Relations, Leadership, Business Development, Talent Management, Recruiting, Change Management
Education
Boston University 1975 — 1978
Bachelor of Science (B.S.)
Westhill High School
HighRoads, Inc. April 2008 - Present
Watson Wyatt August 2001 - April 2008
PricewaterhouseCoopers February 1997 - May 2001
Self-employed March 1994 - July 1999
Skylands Park Management March 1994 - November 1996
Kwasha Lipton February 1992 - February 1994
KPMG 1988 - 1992
KPMG 1988 - 1988
KPMG 1986 - 1988
Coopers & Lybrand 1984 - 1986
Skills
Internal Communications, Compliance, Employee Benefits, Employee Handbooks, Human Resources, Performance Management, Benefits Administration, Employee Engagement, Employee Training, Strategic Planning, Project Management, HR Consulting, Employee Relations, Leadership, Business Development, Talent Management, Recruiting, Change Management
Education
Boston University 1975 — 1978
Bachelor of Science (B.S.)
Westhill High School
Karen Connolly Karen Connolly's Coopers & Lybrand Experience January 1988 - March 1992
Job Controller at Redwood Systems
Industry Electrical/Electronic Manufacturing
Experience
Redwood Systems September 2011 - Present
Ovonyx, Inc. September 2001 - August 2011
Mobex Communications March 1998 - August 2001
Micron Electronics, Inc. April 1995 - March 1998
Micron Technology April 1992 - April 1995
Micron Technology April 1992 - November 1992
Coopers & Lybrand January 1988 - March 1992
Skills
Marketing, Internal Controls, Analysis, Process Improvement, GAAP, Cross-functional Team..., Financial Reporting, Due Diligence, Budgets, Forecasting, Microsoft Excel, Accounting, Auditing, Start-ups, Management
Education
San Jose State University 2009 — 2011
MS, Taxation
Boise State University 1986 — 1987
BBA, Accounting
University of Idaho 1981 — 1985
BS, Business Management
Redwood Systems September 2011 - Present
Ovonyx, Inc. September 2001 - August 2011
Mobex Communications March 1998 - August 2001
Micron Electronics, Inc. April 1995 - March 1998
Micron Technology April 1992 - April 1995
Micron Technology April 1992 - November 1992
Coopers & Lybrand January 1988 - March 1992
Skills
Marketing, Internal Controls, Analysis, Process Improvement, GAAP, Cross-functional Team..., Financial Reporting, Due Diligence, Budgets, Forecasting, Microsoft Excel, Accounting, Auditing, Start-ups, Management
Education
San Jose State University 2009 — 2011
MS, Taxation
Boise State University 1986 — 1987
BBA, Accounting
University of Idaho 1981 — 1985
BS, Business Management
Cindy Yanasak's Coopers & Lybrand Experience 1986 - 1990
Job Compliance & Ethics Program Manager at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance 2004 - Present
Progressive Insurance 2001 - 2004
Progressive Insurance 1997 - 2000
Progressive Insurance 1994 - 1996
Progressive Insurance 1990 - 1993
Coopers & Lybrand 1986 - 1990
Skills
Compliance, Insurance, Ethics, Property & Casualty..., Process Improvement, Accounting, Risk Management, Claim, Team Building, Risk Assessment, Fraud, Enterprise Risk..., Analysis, Policy
Education
John Carroll University 1993 — 1997
MBA
Bowling Green State University 1982 — 1986
BSBA, Accounting & MIS
Progressive Insurance 2004 - Present
Progressive Insurance 2001 - 2004
Progressive Insurance 1997 - 2000
Progressive Insurance 1994 - 1996
Progressive Insurance 1990 - 1993
Coopers & Lybrand 1986 - 1990
Skills
Compliance, Insurance, Ethics, Property & Casualty..., Process Improvement, Accounting, Risk Management, Claim, Team Building, Risk Assessment, Fraud, Enterprise Risk..., Analysis, Policy
Education
John Carroll University 1993 — 1997
MBA
Bowling Green State University 1982 — 1986
BSBA, Accounting & MIS
Allen Glass Allen Glass's Coopers & Lybrand Experience 1990 - 1993
Job Attorney at Law at Allen Glass, P.C.
Industry Law Practice
Experience
Allen Glass, P.C. January 1996 - Present
FDIC 1993 - 1996
Coopers & Lybrand 1990 - 1993
JPMorgan Chase 1987 - 1992
Skills
Family Law, Litigation, Civil Litigation, Prenuptial Agreements, Paternity, Domestic Relations, Appeals, Courts, Wills, Criminal Defense, Collaborative Law, Personal Injury, Legal Research, Trial Practice, Mediation, Guardianship, Alternative Dispute..., Legal Writing
Education
Boston University School of Law 1992 — 1995
JD
Columbia College (NY) 1976 — 1980
BA, Economics
Allen Glass, P.C. January 1996 - Present
FDIC 1993 - 1996
Coopers & Lybrand 1990 - 1993
JPMorgan Chase 1987 - 1992
Skills
Family Law, Litigation, Civil Litigation, Prenuptial Agreements, Paternity, Domestic Relations, Appeals, Courts, Wills, Criminal Defense, Collaborative Law, Personal Injury, Legal Research, Trial Practice, Mediation, Guardianship, Alternative Dispute..., Legal Writing
Education
Boston University School of Law 1992 — 1995
JD
Columbia College (NY) 1976 — 1980
BA, Economics
Mary Monagle, CPA's Coopers & Lybrand Experience September 1988 - October 1991
Job CPA at Nardella & Taylor, LLP
Industry Accounting
Experience
Nardella & Taylor, LLP January 2013 - Present
Richardson & Associates, Inc. January 2007 - November 2012
Mary E. Monagle, CPA November 1996 - April 2001
Coles & Bodoin February 1995 - March 1998
Private Healthcare Systems, Inc. October 1992 - February 1995
ITT Sheraton Corp. October 1991 - October 1992
Coopers & Lybrand September 1988 - October 1991
Ernst & Whinney July 1987 - September 1988
Skills
Accounting, Financial Reporting, Tax, Tax Research, Income Tax, Tax Preparation, Tax Accounting, Corporate Tax, Partnership Taxation, Financial Analysis, Auditing, Internal Controls, CPA, S Corporations, US Tax, FAS109, Tax Returns, FIN 48, SEC filings, Strategic Financial..., Corporate Finance, General Ledger
Education
Boston College 1983 — 1987
B.S., Accounting
Ursuline Academy 1979 — 1983
Diploma
Nardella & Taylor, LLP January 2013 - Present
Richardson & Associates, Inc. January 2007 - November 2012
Mary E. Monagle, CPA November 1996 - April 2001
Coles & Bodoin February 1995 - March 1998
Private Healthcare Systems, Inc. October 1992 - February 1995
ITT Sheraton Corp. October 1991 - October 1992
Coopers & Lybrand September 1988 - October 1991
Ernst & Whinney July 1987 - September 1988
Skills
Accounting, Financial Reporting, Tax, Tax Research, Income Tax, Tax Preparation, Tax Accounting, Corporate Tax, Partnership Taxation, Financial Analysis, Auditing, Internal Controls, CPA, S Corporations, US Tax, FAS109, Tax Returns, FIN 48, SEC filings, Strategic Financial..., Corporate Finance, General Ledger
Education
Boston College 1983 — 1987
B.S., Accounting
Ursuline Academy 1979 — 1983
Diploma
Mary Almonte's Coopers & Lybrand Experience September 1987 - September 1990
Job CPA, Experienced Financial Services Professional
Industry Financial Services
Experience
Russell Investments August 2009 - Present
Russell Investments June 2005 - August 2009
Russell Investments February 2004 - June 2005
Russell Investments February 2001 - February 2004
Russell Investments September 1995 - February 2001
Russell Investments October 1992 - September 1995
Lamonts Apparel August 1990 - October 1992
Coopers & Lybrand September 1987 - September 1990
Skills
Risk Management, Investments, Management, Investment Management, Financial Services, Auditing, Mutual Funds, Internal Audit, Internal Controls, Financial Analysis, Strategic Financial..., Project Management, Alternative Investments, Retirement Planning, CPA, Asset Managment, Sarbanes-Oxley Act, Access, Series 7, Budgets, Hedge Funds, Policy, Financial Risk, People Management, Audit Management..., Relationship Management..., Compliance and Risk..., FINRA Series 7, 63 and...
Education
Boston University 2014 — 2015
Certificate program
Cannon Financial Institute 2001 — 2004
Seattle University 1985 — 1987
Business Administration
Russell Investments August 2009 - Present
Russell Investments June 2005 - August 2009
Russell Investments February 2004 - June 2005
Russell Investments February 2001 - February 2004
Russell Investments September 1995 - February 2001
Russell Investments October 1992 - September 1995
Lamonts Apparel August 1990 - October 1992
Coopers & Lybrand September 1987 - September 1990
Skills
Risk Management, Investments, Management, Investment Management, Financial Services, Auditing, Mutual Funds, Internal Audit, Internal Controls, Financial Analysis, Strategic Financial..., Project Management, Alternative Investments, Retirement Planning, CPA, Asset Managment, Sarbanes-Oxley Act, Access, Series 7, Budgets, Hedge Funds, Policy, Financial Risk, People Management, Audit Management..., Relationship Management..., Compliance and Risk..., FINRA Series 7, 63 and...
Education
Boston University 2014 — 2015
Certificate program
Cannon Financial Institute 2001 — 2004
Seattle University 1985 — 1987
Business Administration
Stephen Keneally's Coopers & Lybrand Experience March 1987 - October 1989
Job President at American Global Standards
Industry Information Technology and Services
Experience
American Global Standards April 1993 - Present
Coopers & Lybrand March 1987 - October 1989
General Dynamics Missile Systems Division May 1983 - May 1986
Skills
Product Development, Management, New Business Development, Team Building, Business Strategy, Six Sigma, Start-ups, Strategy, Team Leadership, Management Consulting, Strategic Planning, Process Improvement, Change Management, Quality Management, Continuous Improvement, Lean Manufacturing
Education
Boston University 1982 — 1987
BS, Business Administration
Bellermine College Preparatory San Jose, CA
High School
American Global Standards April 1993 - Present
Coopers & Lybrand March 1987 - October 1989
General Dynamics Missile Systems Division May 1983 - May 1986
Skills
Product Development, Management, New Business Development, Team Building, Business Strategy, Six Sigma, Start-ups, Strategy, Team Leadership, Management Consulting, Strategic Planning, Process Improvement, Change Management, Quality Management, Continuous Improvement, Lean Manufacturing
Education
Boston University 1982 — 1987
BS, Business Administration
Bellermine College Preparatory San Jose, CA
High School
Eric Schnur Eric Schnur's Coopers & Lybrand Experience June 1988 - August 1993
Job Investment ManagementHigh Yield/Private Equity
Industry Investment Management
Experience
Huff Alternative Fund, LP ($1B private equity fund) June 2010 - July 2012
Huff Energy Fund, LP ($500mm private equity fund devoted exclusively to oil & gas investments) January 2007 - February 2012
W.R. Huff Asset Management January 2000 - June 2010
W.R. Huff Asset Management Co., LLC August 1993 - January 2000
Coopers & Lybrand June 1988 - August 1993
Skills
Private Equity, Credit Analysis, Financial Analysis, Investments, Valuation, Distressed Debt, Leveraged Finance, High Yield, Equity Research, Oil&Gas, Oil/Gas, Bonds, Capital Markets, Corporate Finance, Due Diligence, Equities, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Asset Management, Credit, Finance, Financial Modeling, Mergers
Education
New York University, Stern School of Business 1988 — 1993
Master of Business Administration (M.B.A.), Accounting/Taxation
Brandeis University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Huff Alternative Fund, LP ($1B private equity fund) June 2010 - July 2012
Huff Energy Fund, LP ($500mm private equity fund devoted exclusively to oil & gas investments) January 2007 - February 2012
W.R. Huff Asset Management January 2000 - June 2010
W.R. Huff Asset Management Co., LLC August 1993 - January 2000
Coopers & Lybrand June 1988 - August 1993
Skills
Private Equity, Credit Analysis, Financial Analysis, Investments, Valuation, Distressed Debt, Leveraged Finance, High Yield, Equity Research, Oil&Gas, Oil/Gas, Bonds, Capital Markets, Corporate Finance, Due Diligence, Equities, Hedge Funds, LBO, Portfolio Management, Alternative Investments, Asset Management, Credit, Finance, Financial Modeling, Mergers
Education
New York University, Stern School of Business 1988 — 1993
Master of Business Administration (M.B.A.), Accounting/Taxation
Brandeis University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Jeff Simon Jeff Simon's Coopers & Lybrand Experience September 1987 - February 1990
Job Real Estate Broker Maui BrokerInCharge at Hawaii Life Real Estate Brokers
Industry Real Estate
Experience
Hawaii Life Real Estate Brokers June 2012 - Present
Simon Properties, LLC July 2004 - June 2012
Simon Properties, LLC June 2001 - July 2004
Keesal, Young & Logan September 1993 - June 2001
Coopers & Lybrand September 1987 - February 1990
Skills
Real Estate, Condos, 1031 Exchanges, Single Family Homes, REO, Buyer Representation, Real Estate Transactions, Short Sales, Sellers, Luxury, Foreclosures, Residential Homes, New Home Sales, Investment Properties, First Time Home Buyers, Investors, Property, Commercial Real Estate, Real Property, Move Up Buyers, Buyer's Agent, Brokerage, Listings, Relocation, Real Estate Development, SFR, Vacation Homes, Referrals, Selling, Buyers, Real Estate Financing, ABR, Real Estate Economics, Relocation Buyers, International Real..., Waterfront, Townhomes, Resellers, Disposition, Seller Representation, Income Properties, Listing Homes, Investments
Education
Boston College Law School 1990 — 1993
J.D., Law
University of San Diego 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Hawaii Life Real Estate Brokers June 2012 - Present
Simon Properties, LLC July 2004 - June 2012
Simon Properties, LLC June 2001 - July 2004
Keesal, Young & Logan September 1993 - June 2001
Coopers & Lybrand September 1987 - February 1990
Skills
Real Estate, Condos, 1031 Exchanges, Single Family Homes, REO, Buyer Representation, Real Estate Transactions, Short Sales, Sellers, Luxury, Foreclosures, Residential Homes, New Home Sales, Investment Properties, First Time Home Buyers, Investors, Property, Commercial Real Estate, Real Property, Move Up Buyers, Buyer's Agent, Brokerage, Listings, Relocation, Real Estate Development, SFR, Vacation Homes, Referrals, Selling, Buyers, Real Estate Financing, ABR, Real Estate Economics, Relocation Buyers, International Real..., Waterfront, Townhomes, Resellers, Disposition, Seller Representation, Income Properties, Listing Homes, Investments
Education
Boston College Law School 1990 — 1993
J.D., Law
University of San Diego 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Michelle Search-Winters, CPA's Coopers & Lybrand Experience November 1991 - March 1994
Job Director of Sales and Business Development at Experis Finance
Industry Accounting
Experience
Experis Finance April 2015 - Present
Experis Finance (fka Jefferson Wells) June 2010 - Present
Jefferson Wells June 2004 - June 2010
PricewaterhouseCoopers November 1997 - May 2004
Golden Star Resources November 1994 - November 1997
Cyprus Amax Minerals March 1994 - November 1997
Coopers & Lybrand November 1991 - March 1994
Deloitte & Touche May 1989 - November 1991
Skills
COSO, SEC filings, Sarbanes-Oxley Act, US GAAP, Technical Accounting..., Finance Transformation, IPO Support, Board Consultations, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Controls, SOX 404, Consolidation, Revenue Recognition, IFRS, External Audit, GAAP, CPA, Assurance, Acquisition Integration, Financial Audits, Financial Statements, SOX Compliancy, Consolidated Financial...
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting & Finance
Experis Finance April 2015 - Present
Experis Finance (fka Jefferson Wells) June 2010 - Present
Jefferson Wells June 2004 - June 2010
PricewaterhouseCoopers November 1997 - May 2004
Golden Star Resources November 1994 - November 1997
Cyprus Amax Minerals March 1994 - November 1997
Coopers & Lybrand November 1991 - March 1994
Deloitte & Touche May 1989 - November 1991
Skills
COSO, SEC filings, Sarbanes-Oxley Act, US GAAP, Technical Accounting..., Finance Transformation, IPO Support, Board Consultations, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Controls, SOX 404, Consolidation, Revenue Recognition, IFRS, External Audit, GAAP, CPA, Assurance, Acquisition Integration, Financial Audits, Financial Statements, SOX Compliancy, Consolidated Financial...
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting & Finance
Rick Raybin Rick Raybin's Coopers & Lybrand Experience January 1974 - May 1979
Job Helping Successful Families Build Financial Security and Create Peace of Mind
Industry Financial Services
Experience
Lifetime Capital Group April 2006 - Present
Peninsula Temple Beth El 2010 - 2014
Front Line Consulting Group October 1996 - March 2004
Simplicity Solutions 2003 - 2003
Richard A Raybin & Associates September 1990 - September 1996
The RREEF Funds April 1979 - June 1990
Coopers & Lybrand January 1974 - May 1979
Skills
Wealth Management, Estate Planning, Investment Strategies, Financial Advisory, Wealth, Wealth Management..., Portfolio Management, Financial Planners, Investment Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Real Estate, Securities, Strategy, Finance, Investment Management, Asset Managment, Strategic Financial..., Insurance, Charities, Asset Management, Retirement Planning, Financial Planning, Wealth Transfer Planning, Wealth Preservation..., Wealth Preservation, Charitable Giving, Investments
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, Accounting
Bowdoin College 1969 — 1973
AB, Economics
Lifetime Capital Group April 2006 - Present
Peninsula Temple Beth El 2010 - 2014
Front Line Consulting Group October 1996 - March 2004
Simplicity Solutions 2003 - 2003
Richard A Raybin & Associates September 1990 - September 1996
The RREEF Funds April 1979 - June 1990
Coopers & Lybrand January 1974 - May 1979
Skills
Wealth Management, Estate Planning, Investment Strategies, Financial Advisory, Wealth, Wealth Management..., Portfolio Management, Financial Planners, Investment Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Real Estate, Securities, Strategy, Finance, Investment Management, Asset Managment, Strategic Financial..., Insurance, Charities, Asset Management, Retirement Planning, Financial Planning, Wealth Transfer Planning, Wealth Preservation..., Wealth Preservation, Charitable Giving, Investments
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, Accounting
Bowdoin College 1969 — 1973
AB, Economics
Angela Brill Angela Brill's Coopers & Lybrand Experience 1990 - 1993
Job CFP(R), Partner, Financial Advisor and Portfolio Team Director at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group January 2007 - Present
H&R Block 2000 - 2001
Scudder Kemper Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1990 - 1993
Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting
Education
Harvard Business School 1994 — 1996
MBA, Business Administration
Boston College 1986 — 1990
BS, Business Administration
Bishop Miege 1982 — 1986
QHR
University of Missouri-Kansas City
Prosperity Advisory Group January 2007 - Present
H&R Block 2000 - 2001
Scudder Kemper Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Coopers & Lybrand 1990 - 1993
Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting
Education
Harvard Business School 1994 — 1996
MBA, Business Administration
Boston College 1986 — 1990
BS, Business Administration
Bishop Miege 1982 — 1986
QHR
University of Missouri-Kansas City
Edward (Ed) McDonough CFA CPA Edward (Ed) McDonough CFA CPA's Coopers & Lybrand Experience 1988 - 1991
Job Director Level Finance Professional, with BoD exp., Credit Analysis, Corp. Finance, Risk Mgmt.,Lending/Leasing
Industry Financial Services
Experience
Robert Half Management Resources 2014 - Present
Bombardier Inc. June 1998 - 2014
Bombardier Aerospace 2011 - 2012
Bombardier, Inc. 2007 - 2008
Equity Services (sub of National Life Ins. Co. of Vermont) 1995 - 1998
Liberty Securities 1992 - 1995
Deloitte & Touche 1991 - 1992
Coopers & Lybrand 1988 - 1991
Skills
Credit Analysis, Management, Corporate Finance, Accounting, Risk Management, Finance, Due Diligence, Analysis, Financial Risk, Board Governance, Operational Risk, Credit Risk, Portfolio Management, Financial Modeling, Financial Analysis, Business Planning, Business Strategy, Auditing, Aircraft Leasing, Commercial Lending, Credit Management, Credit Scoring, Aircraft Finance, Financial Reporting, Financial Accounting, Financial Services, CPA, Chartered Financial..., FRM
Education
Boston College
Bachelor of Science (BS), Accounting and Computer Science
St. Michaels
University of Vermont School of Business Administration
Master of Business Administration (MBA), Finance, General
Robert Half Management Resources 2014 - Present
Bombardier Inc. June 1998 - 2014
Bombardier Aerospace 2011 - 2012
Bombardier, Inc. 2007 - 2008
Equity Services (sub of National Life Ins. Co. of Vermont) 1995 - 1998
Liberty Securities 1992 - 1995
Deloitte & Touche 1991 - 1992
Coopers & Lybrand 1988 - 1991
Skills
Credit Analysis, Management, Corporate Finance, Accounting, Risk Management, Finance, Due Diligence, Analysis, Financial Risk, Board Governance, Operational Risk, Credit Risk, Portfolio Management, Financial Modeling, Financial Analysis, Business Planning, Business Strategy, Auditing, Aircraft Leasing, Commercial Lending, Credit Management, Credit Scoring, Aircraft Finance, Financial Reporting, Financial Accounting, Financial Services, CPA, Chartered Financial..., FRM
Education
Boston College
Bachelor of Science (BS), Accounting and Computer Science
St. Michaels
University of Vermont School of Business Administration
Master of Business Administration (MBA), Finance, General
Lauren Prisco (Arnel)'s Coopers & Lybrand Experience 1988 - 1996
Job Exec VP, Navis Learning
Industry E-Learning
Experience
Navis Learning January 2009 - Present
Momenta Global July 2008 - March 2009
Learn.com 2006 - 2008
epartners 1996 - 2006
Coopers & Lybrand 1988 - 1996
Skills
Solution Design, Program Evaluation, E-learning, Instructional Design, Learning Management, SaaS, E-Learning, Learning Management..., Solution Architecture, Needs Analysis, Blended Learning, Instructor-led Training, Training, Management, Leadership, Project Management, Program Management, Coaching, CRM, Performance Management, Account Management, Talent Management, Strategy, Distance Learning, New Business Development, Training Delivery, Employee Training, Process Improvement, Cloud Computing, Change Management, Professional Services, Performance Consulting, Consulting, Leadership Development, Organizational..., Adult Education, Webinars, Technical Training, Captivate, Instructional Technology, Curriculum Design, Organizational Learning, SnagIt, Performance Improvement, ADDIE
Education
Boston College
BA, Mgmt
Boston College
Navis Learning January 2009 - Present
Momenta Global July 2008 - March 2009
Learn.com 2006 - 2008
epartners 1996 - 2006
Coopers & Lybrand 1988 - 1996
Skills
Solution Design, Program Evaluation, E-learning, Instructional Design, Learning Management, SaaS, E-Learning, Learning Management..., Solution Architecture, Needs Analysis, Blended Learning, Instructor-led Training, Training, Management, Leadership, Project Management, Program Management, Coaching, CRM, Performance Management, Account Management, Talent Management, Strategy, Distance Learning, New Business Development, Training Delivery, Employee Training, Process Improvement, Cloud Computing, Change Management, Professional Services, Performance Consulting, Consulting, Leadership Development, Organizational..., Adult Education, Webinars, Technical Training, Captivate, Instructional Technology, Curriculum Design, Organizational Learning, SnagIt, Performance Improvement, ADDIE
Education
Boston College
BA, Mgmt
Boston College
Julita Haber Julita Haber's Coopers & Lybrand Experience 1996 - 1998
Job Clinical Assist. Professor at Fordham University
Industry Higher Education
Experience
Fordham University September 2015 - Present
City University of New York August 2012 - August 2015
Touro College January 2010 - August 2015
SUNY College at Old Westbury September 2011 - May 2015
TUI University January 2009 - March 2010
NewYork-Presbyterian Hospital May 2004 - May 2006
TEFEN USA 2002 - 2004
PriceWaterhouseCoopers, Eshed Engineering 1998 - 2002
Coopers & Lybrand 1996 - 1998
Deloitte & Touche 1994 - 1996
Skills
Zumba instructor, Project Management, Organizational..., Business Strategy, Nonprofits, Strategic Planning, Research, Leadership Development, Entrepreneurship, Management, Training, Strategy, Staff Development, Healthcare, Human Resources, Teaching, Data Analysis
Education
TUI University 2003 — 2008
PhD
Boston University 1992 — 1993
MS
New York University 1985 — 1989
BA
Fordham University September 2015 - Present
City University of New York August 2012 - August 2015
Touro College January 2010 - August 2015
SUNY College at Old Westbury September 2011 - May 2015
TUI University January 2009 - March 2010
NewYork-Presbyterian Hospital May 2004 - May 2006
TEFEN USA 2002 - 2004
PriceWaterhouseCoopers, Eshed Engineering 1998 - 2002
Coopers & Lybrand 1996 - 1998
Deloitte & Touche 1994 - 1996
Skills
Zumba instructor, Project Management, Organizational..., Business Strategy, Nonprofits, Strategic Planning, Research, Leadership Development, Entrepreneurship, Management, Training, Strategy, Staff Development, Healthcare, Human Resources, Teaching, Data Analysis
Education
TUI University 2003 — 2008
PhD
Boston University 1992 — 1993
MS
New York University 1985 — 1989
BA
Derek Matta's Coopers & Lybrand Experience September 1988 - August 1989
Job Partner, Tax Litigation
Industry Legal Services
Experience
Cantrell & Cantrell, PLLC January 2014 - Present
Law Office of Derek B. Matta, PC July 2012 - December 2013
KPMG, LLP October 2011 - May 2012
Office of Chief Counsel, IRS 1990 - October 2011
Jackson Lewis LLP May 2008 - May 2009
Coopers & Lybrand September 1988 - August 1989
Skills
Tax Law, Contract Negotiation, Corporate Law, Litigation, Legal Research, LLC, Tax, Risk Management, Bankruptcy, Appeals, Estate Tax Planning, Litigation Support, Employment Law, Legal Advice, Estate Planning, Negotiation, Executive Management, International Tax, Trusts, Due Diligence
Education
Boston University School of Law 1988 — 1989
Master of Laws (LL.M.), Taxation
Louisiana State University, Paul M. Hebert Law Center 1985 — 1988
Boston University, LLM in Taxation
Louisiana State University 1980 — 1985
BS in Business, Marketing
Cantrell & Cantrell, PLLC January 2014 - Present
Law Office of Derek B. Matta, PC July 2012 - December 2013
KPMG, LLP October 2011 - May 2012
Office of Chief Counsel, IRS 1990 - October 2011
Jackson Lewis LLP May 2008 - May 2009
Coopers & Lybrand September 1988 - August 1989
Skills
Tax Law, Contract Negotiation, Corporate Law, Litigation, Legal Research, LLC, Tax, Risk Management, Bankruptcy, Appeals, Estate Tax Planning, Litigation Support, Employment Law, Legal Advice, Estate Planning, Negotiation, Executive Management, International Tax, Trusts, Due Diligence
Education
Boston University School of Law 1988 — 1989
Master of Laws (LL.M.), Taxation
Louisiana State University, Paul M. Hebert Law Center 1985 — 1988
Boston University, LLM in Taxation
Louisiana State University 1980 — 1985
BS in Business, Marketing
Joshua Tukel's Coopers & Lybrand Experience June 1988 - September 1991
Job Listbuilding & marketing expert, author & speaker.
Industry Marketing and Advertising
Experience
DMJ Marketing, LLC January 2008 - Present
Toll Free Business Solutions 2000 - Present
Capstone Mortgage Corporation May 1994 - January 2001
WW Financial Services, Inc. September 1991 - May 1994
Coopers & Lybrand June 1988 - September 1991
Skills
Listbuilding, Author, Speaker, Marketing Strategy, Online Marketing, Small Business, Copywriting, Public Speaking, Entrepreneurship, Start-ups, New Business Development, Marketing, Blogging, Social Media Marketing, Email Marketing, Lead Generation, SEO, Advertising, Management, Online Advertising, Social Networking
Education
Wayne State University 2000 — 2002
Masters in Computer Science, Accounting Information Systems
Boston University - School of Management 1984 — 1988
BSBA, Accounting
Southfield Lathrup
Southfield Lathrup
DMJ Marketing, LLC January 2008 - Present
Toll Free Business Solutions 2000 - Present
Capstone Mortgage Corporation May 1994 - January 2001
WW Financial Services, Inc. September 1991 - May 1994
Coopers & Lybrand June 1988 - September 1991
Skills
Listbuilding, Author, Speaker, Marketing Strategy, Online Marketing, Small Business, Copywriting, Public Speaking, Entrepreneurship, Start-ups, New Business Development, Marketing, Blogging, Social Media Marketing, Email Marketing, Lead Generation, SEO, Advertising, Management, Online Advertising, Social Networking
Education
Wayne State University 2000 — 2002
Masters in Computer Science, Accounting Information Systems
Boston University - School of Management 1984 — 1988
BSBA, Accounting
Southfield Lathrup
Southfield Lathrup
Jack Fitzmaurice Jack Fitzmaurice's Coopers & Lybrand Experience 1990 - 1998
Job Experienced , passionate and accomplished Cooperative Education practitioner
Industry Higher Education
Experience
Northeastern University March 2014 - Present
Beacon Partners November 2012 - October 2013
Bristol-Myers Squibb April 2012 - October 2012
EMD Serono Inc. September 2010 - February 2012
Pfizer Pharmaceuticals (acquired Wyeth) December 2001 - December 2009
Teradyne 1999 - 2001
Fidelity Investments 1998 - 1999
Coopers & Lybrand 1990 - 1998
IBM 1977 - 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Hiring, College Recruiting, Metrics, Interviews, Executive Search, Executive Coaching, Social Networking, Selection, Career Development, Training, Candidate Negotiation, Leadership, Management, Cover Letters, Resume Writing, Job Search Strategies, Job Search Advice, resume, Screening Resumes, Career Development..., LinkedIn, Behavioral Interviewing, Applicant Tracking...
Education
The College of William and Mary - The Mason School of Business
MBA
Boston College
BS
Northeastern University March 2014 - Present
Beacon Partners November 2012 - October 2013
Bristol-Myers Squibb April 2012 - October 2012
EMD Serono Inc. September 2010 - February 2012
Pfizer Pharmaceuticals (acquired Wyeth) December 2001 - December 2009
Teradyne 1999 - 2001
Fidelity Investments 1998 - 1999
Coopers & Lybrand 1990 - 1998
IBM 1977 - 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Hiring, College Recruiting, Metrics, Interviews, Executive Search, Executive Coaching, Social Networking, Selection, Career Development, Training, Candidate Negotiation, Leadership, Management, Cover Letters, Resume Writing, Job Search Strategies, Job Search Advice, resume, Screening Resumes, Career Development..., LinkedIn, Behavioral Interviewing, Applicant Tracking...
Education
The College of William and Mary - The Mason School of Business
MBA
Boston College
BS
Shelley Coughlin's Coopers & Lybrand Experience August 1995 - May 1998
Job Business Owner
Industry Health, Wellness and Fitness
Experience
Zen Planner January 2015 - Present
Independent Contractor June 2008 - Present
Breathe Denver September 2010 - April 2013
G&H International Services, Inc. September 2003 - November 2007
Jones Cyber Solutions 2001 - 2003
Global Knowledge Training May 1998 - September 2002
Guoxin Lucent Technologies Network Technologies Co., Ltd. 2000 - 2001
Coopers & Lybrand August 1995 - May 1998
Skills
Teaching, Yoga, Wellness, Meditation, Community Outreach, Social Media, Public Speaking, Editing, Nonprofits, Fitness, Nutrition, Project Management, Lifestyle, Hatha Yoga, Wellness Coaching, Stress Management, Marketing, Coaching, Event Planning, Holistic Health, Customer Service
Education
Boston College 1991 — 1995
BA - Magna Cum Laude, English
L'Institut des Etudes Politiques 1993 — 1994
Year Abroad, Junior
Zen Planner January 2015 - Present
Independent Contractor June 2008 - Present
Breathe Denver September 2010 - April 2013
G&H International Services, Inc. September 2003 - November 2007
Jones Cyber Solutions 2001 - 2003
Global Knowledge Training May 1998 - September 2002
Guoxin Lucent Technologies Network Technologies Co., Ltd. 2000 - 2001
Coopers & Lybrand August 1995 - May 1998
Skills
Teaching, Yoga, Wellness, Meditation, Community Outreach, Social Media, Public Speaking, Editing, Nonprofits, Fitness, Nutrition, Project Management, Lifestyle, Hatha Yoga, Wellness Coaching, Stress Management, Marketing, Coaching, Event Planning, Holistic Health, Customer Service
Education
Boston College 1991 — 1995
BA - Magna Cum Laude, English
L'Institut des Etudes Politiques 1993 — 1994
Year Abroad, Junior
Joy Dennis Joy Dennis's Coopers & Lybrand Experience 1988 - 1993
Job VP Finance/Central Region CFO at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare April 2014 - Present
Forest Park Medical Center September 2012 - October 2013
MedAssets March 2010 - December 2011
Community Hospital Corporation 2007 - 2009
Triad Hospitals 1999 - 2007
HealthTrust, Columbia, HCA and affiliates 1993 - 2007
HCA March 1993 - 1999
Coopers & Lybrand 1988 - 1993
Skills
Project Management, Process Improvement, Budgets, Mergers, Finance, Auditing, Managerial Finance, Physicians, Medicaid, HIPAA, Business Process..., Healthcare Management, Revenue Cycle Management, EMR, Accounting, Insurance, Leadership, Management, Accounts Receivable, Financial Analysis, Performance Improvement, Financial Reporting, Healthcare, Forecasting, EHR, Medicare, Contract Negotiation, Health Information..., Physician Relations, Managed Care, Strategic Planning, Health Insurance, Healthcare Industry, Management Consulting, Healthcare Consulting, Sarbanes-Oxley Act, Revenue Cycle, Hospitals, Executive Management, Healthcare Information..., Medical Billing, Practice Management, Meditech, Quality Improvement, Epic Systems, Provider Relations, JCAHO, Medical Compliance, Medical Coding, Informatics
Education
Boise State University 1984 — 1988
BBA, Accounting
Tenet Healthcare April 2014 - Present
Forest Park Medical Center September 2012 - October 2013
MedAssets March 2010 - December 2011
Community Hospital Corporation 2007 - 2009
Triad Hospitals 1999 - 2007
HealthTrust, Columbia, HCA and affiliates 1993 - 2007
HCA March 1993 - 1999
Coopers & Lybrand 1988 - 1993
Skills
Project Management, Process Improvement, Budgets, Mergers, Finance, Auditing, Managerial Finance, Physicians, Medicaid, HIPAA, Business Process..., Healthcare Management, Revenue Cycle Management, EMR, Accounting, Insurance, Leadership, Management, Accounts Receivable, Financial Analysis, Performance Improvement, Financial Reporting, Healthcare, Forecasting, EHR, Medicare, Contract Negotiation, Health Information..., Physician Relations, Managed Care, Strategic Planning, Health Insurance, Healthcare Industry, Management Consulting, Healthcare Consulting, Sarbanes-Oxley Act, Revenue Cycle, Hospitals, Executive Management, Healthcare Information..., Medical Billing, Practice Management, Meditech, Quality Improvement, Epic Systems, Provider Relations, JCAHO, Medical Compliance, Medical Coding, Informatics
Education
Boise State University 1984 — 1988
BBA, Accounting
Sherry Lemonick Sherry Lemonick's Coopers & Lybrand Experience April 1981 - September 1982
Job Manager at Sherry Lemonick, LLC
Industry Law Practice
Experience
Sherry Lemonick, LLC May 2009 - Present
Villanova University School of Law August 2009 - Present
Klehr, Harrison May 2007 - April 2009
Blank Rome LLP January 2000 - May 2007
Clinical Care Associates of the University of Pennsylvania Health System September 1994 - December 2000
Primary Care Services July 1996 - January 2000
University of Pennsylvania Health System September 1994 - January 2000
Pepper Hamilton September 1985 - September 1994
David H. Solis, CPA January 1982 - January 1983
Coopers & Lybrand April 1981 - September 1982
Skills
Mergers, Due Diligence, Corporate Law, Private Equity, Corporate Finance, Joint Ventures, Litigation, Venture Capital, Legal Writing, Legal Research, Employment Law, Restructuring, Real Estate, Strategy, Finance, Mergers & Acquisitions, Entrepreneurship, Contract Negotiation, Start-ups, Corporate Governance, Management, Mediation, Strategic Planning, Legal Assistance, Executive Management, Commercial Litigation
Education
Villanova University School of Law 1982 — 1985
Degree: Juris Doctor
Boston College 1978 — 1982
Accounting
Sherry Lemonick, LLC May 2009 - Present
Villanova University School of Law August 2009 - Present
Klehr, Harrison May 2007 - April 2009
Blank Rome LLP January 2000 - May 2007
Clinical Care Associates of the University of Pennsylvania Health System September 1994 - December 2000
Primary Care Services July 1996 - January 2000
University of Pennsylvania Health System September 1994 - January 2000
Pepper Hamilton September 1985 - September 1994
David H. Solis, CPA January 1982 - January 1983
Coopers & Lybrand April 1981 - September 1982
Skills
Mergers, Due Diligence, Corporate Law, Private Equity, Corporate Finance, Joint Ventures, Litigation, Venture Capital, Legal Writing, Legal Research, Employment Law, Restructuring, Real Estate, Strategy, Finance, Mergers & Acquisitions, Entrepreneurship, Contract Negotiation, Start-ups, Corporate Governance, Management, Mediation, Strategic Planning, Legal Assistance, Executive Management, Commercial Litigation
Education
Villanova University School of Law 1982 — 1985
Degree: Juris Doctor
Boston College 1978 — 1982
Accounting
Nikolay Vassilev, CFA Nikolay Vassilev, CFA's Coopers & Lybrand Experience September 1993 - June 1994
Job Managing Partner, Expat Capital
Industry Investment Management
Experience
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Bill Howell Bill Howell's Coopers & Lybrand Experience 1986 - 1989
Job Business valuation expert specializing in familyowned and closelyheld companies
Industry Accounting
Experience
Howell & Livermore, LLC July 2003 - Present
Safe Handling January 2001 - June 2003
Dion Distributors / Strategic Outsourcing February 1989 - December 2000
Coopers & Lybrand 1986 - 1989
Coopers & Lybrand 1981 - 1985
Skills
Business Valuation, Valuation, Management Consulting, Strategic Planning, Financial Analysis, Litigation Support, Forensic Accounting, Management, Finance, Consulting, Corporate Finance, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1981
MBA, Finance
Bucknell University 1974 — 1978
BSBA, Accounting
Howell & Livermore, LLC July 2003 - Present
Safe Handling January 2001 - June 2003
Dion Distributors / Strategic Outsourcing February 1989 - December 2000
Coopers & Lybrand 1986 - 1989
Coopers & Lybrand 1981 - 1985
Skills
Business Valuation, Valuation, Management Consulting, Strategic Planning, Financial Analysis, Litigation Support, Forensic Accounting, Management, Finance, Consulting, Corporate Finance, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1981
MBA, Finance
Bucknell University 1974 — 1978
BSBA, Accounting
Charles Hirsch Charles Hirsch's Coopers & Lybrand Experience July 1973 - December 1984
Job Retired Director Corporate Taxes at Parker Hannifin Corporation
Industry Accounting
Experience
Parker Hannifin Corporation January 1985 - August 2013
Coopers & Lybrand July 1973 - December 1984
Coopers & Lybrand July 1973 - December 1984
Skills
Tax, Corporate Tax, Financial Accounting, CPA, Sarbanes-Oxley, Transfer Pricing
Education
Bowling Green State University 1970 — 1973
BS, Accounting
Parker Hannifin Corporation January 1985 - August 2013
Coopers & Lybrand July 1973 - December 1984
Coopers & Lybrand July 1973 - December 1984
Skills
Tax, Corporate Tax, Financial Accounting, CPA, Sarbanes-Oxley, Transfer Pricing
Education
Bowling Green State University 1970 — 1973
BS, Accounting
Michael James McAuliffe's Coopers & Lybrand Experience September 1993 - September 1997
Job Entrepreneur, Good Guy
Industry Information Technology and Services
Experience
Squadle, Inc. August 2015 - Present
The Event App January 2013 - Present
Independent Consultant January 2012 - August 2014
Virtual Enterprises, Inc. dba LazerZone August 1998 - December 2011
Coopers & Lybrand September 1993 - September 1997
Skills
Entrepreneurship, Marketing Strategy, Social Media, Private Equity, Budgets, Team Building, Public Speaking, Financial Modeling, Sales, Microsoft Office, Product Management, Account Management, Mobile Marketing, Strategy, Email Marketing, Analysis, Marketing Communications, Facebook, Start-ups, Product Development, Salesforce.com, Analytics, Sports Marketing, Sports, Executive Management, SEO, E-commerce, Mobile Devices, Lead Generation, Small Business, Product Marketing, CRM, Online Marketing, Online Advertising, Management, Advertising, Contract Negotiation, Marketing, Digital Media, Negotiation, Social Networking, Corporate Development, Business Planning, Event Management, Digital Marketing, Team Leadership, Public Relations, Market Research, Competitive Analysis, Fundraising
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science, Accounting
St. Joseph's Collegiate Institute
Squadle, Inc. August 2015 - Present
The Event App January 2013 - Present
Independent Consultant January 2012 - August 2014
Virtual Enterprises, Inc. dba LazerZone August 1998 - December 2011
Coopers & Lybrand September 1993 - September 1997
Skills
Entrepreneurship, Marketing Strategy, Social Media, Private Equity, Budgets, Team Building, Public Speaking, Financial Modeling, Sales, Microsoft Office, Product Management, Account Management, Mobile Marketing, Strategy, Email Marketing, Analysis, Marketing Communications, Facebook, Start-ups, Product Development, Salesforce.com, Analytics, Sports Marketing, Sports, Executive Management, SEO, E-commerce, Mobile Devices, Lead Generation, Small Business, Product Marketing, CRM, Online Marketing, Online Advertising, Management, Advertising, Contract Negotiation, Marketing, Digital Media, Negotiation, Social Networking, Corporate Development, Business Planning, Event Management, Digital Marketing, Team Leadership, Public Relations, Market Research, Competitive Analysis, Fundraising
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science, Accounting
St. Joseph's Collegiate Institute
Steven B. Katz JD, MBA, LLM, MPH, CPA, CMC, CDP's Coopers & Lybrand Experience August 1990 - September 1993
Job Senior Executive: Building operations, practice areas, growth strategies and achieving process efficiencies.
Industry Hospital & Health Care
Experience
Sterling Care LLC January 2009 - Present
Finetix LLC February 1998 - December 2009
Satterlee, Stephens Burke & Burke LLP January 1995 - February 1998
Pullman & Comly LLP September 1993 - January 1995
Coopers & Lybrand August 1990 - September 1993
Skills
Operations Management, Corporate Law, Home Care, Strategic Planning, Healthcare, Negotiation, Contract Negotiation, New Business Development, Employee Relations, Team Building, Sales Management, Customer Service, Start-ups, Business Strategy, Marketing Strategy, Administration, Organizational..., Leadership Development, Business Planning, Social Media, Team Leadership, Management Consulting, Public Speaking, Healthcare Management, Budgets, Mergers & Acquisitions, Nonprofits, Executive Management, Organizational..., Business Model..., Business Model..., Strategic Transformation, New Service Development, Turn-around Specialist, Geriatrics, Professional Services, Compliance, Problem Solving, Corporate Finance, Process Improvement, Change Management, Mentoring, Strategy Development, Leadership, Management, Business Development, Marketing, Entrepreneurship, Consulting, Medicare
Education
Columbia University Mailman School of Public Health 2013 — 2015
Master of Public Health (MPH), Health/Health Care Administration/Management
New York University School of Law 1991 — 1994
LL.M, Taxation
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA, Finance; Accounting
Fordham University School of Law 1986 — 1990
JD
Brandeis University 1982 — 1986
B.A., Psychology
Sterling Care LLC January 2009 - Present
Finetix LLC February 1998 - December 2009
Satterlee, Stephens Burke & Burke LLP January 1995 - February 1998
Pullman & Comly LLP September 1993 - January 1995
Coopers & Lybrand August 1990 - September 1993
Skills
Operations Management, Corporate Law, Home Care, Strategic Planning, Healthcare, Negotiation, Contract Negotiation, New Business Development, Employee Relations, Team Building, Sales Management, Customer Service, Start-ups, Business Strategy, Marketing Strategy, Administration, Organizational..., Leadership Development, Business Planning, Social Media, Team Leadership, Management Consulting, Public Speaking, Healthcare Management, Budgets, Mergers & Acquisitions, Nonprofits, Executive Management, Organizational..., Business Model..., Business Model..., Strategic Transformation, New Service Development, Turn-around Specialist, Geriatrics, Professional Services, Compliance, Problem Solving, Corporate Finance, Process Improvement, Change Management, Mentoring, Strategy Development, Leadership, Management, Business Development, Marketing, Entrepreneurship, Consulting, Medicare
Education
Columbia University Mailman School of Public Health 2013 — 2015
Master of Public Health (MPH), Health/Health Care Administration/Management
New York University School of Law 1991 — 1994
LL.M, Taxation
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA, Finance; Accounting
Fordham University School of Law 1986 — 1990
JD
Brandeis University 1982 — 1986
B.A., Psychology
M Fran O'Loughlin M Fran O'Loughlin's Coopers & Lybrand Experience September 1986 - September 1990
Job Senior Tax Manager at EY
Industry Insurance
Experience
Ernst & Young LLP April 2011 - Present
ONEBEACON INSURANCE GROUP August 2002 - December 2009
KPMG LLP October 1996 - July 2002
ERNST & YOUNG LLP April 1995 - October 1996
THE HANOVER INSURANCE GROUP (Formerly Allmerica Financial) September 1990 - April 1995
Coopers & Lybrand September 1986 - September 1990
Skills
Tax, Tax Research, Auditing, Property Tax, Cash Flow, Sarbanes-Oxley, Accruals, Strategic Planning, Sarbanes-Oxley Act, Account Reconciliation, Tax Advisory, Tax Law, Tax Returns, Internal Controls, Tax Accounting
Education
Boston University School of Law
Master's of Law, Taxation
Gonzaga University School of Law 1982 — 1985
Juris Doctor
Eastern Washington University
Bachelor of Arts, Government
MARYCLIFF HIGH SCHOOL
Ernst & Young LLP April 2011 - Present
ONEBEACON INSURANCE GROUP August 2002 - December 2009
KPMG LLP October 1996 - July 2002
ERNST & YOUNG LLP April 1995 - October 1996
THE HANOVER INSURANCE GROUP (Formerly Allmerica Financial) September 1990 - April 1995
Coopers & Lybrand September 1986 - September 1990
Skills
Tax, Tax Research, Auditing, Property Tax, Cash Flow, Sarbanes-Oxley, Accruals, Strategic Planning, Sarbanes-Oxley Act, Account Reconciliation, Tax Advisory, Tax Law, Tax Returns, Internal Controls, Tax Accounting
Education
Boston University School of Law
Master's of Law, Taxation
Gonzaga University School of Law 1982 — 1985
Juris Doctor
Eastern Washington University
Bachelor of Arts, Government
MARYCLIFF HIGH SCHOOL
Cliff Ryding's Coopers & Lybrand Experience 1980 - 1984
Job
Industry Financial Services
Experience
Ryding Financial Services, LLC 1986 - Present
Coopers & Lybrand 1980 - 1984
Education
Boston College 1976 — 1980
B.S.
Xaverian Brothers High School 1972 — 1976
Ryding Financial Services, LLC 1986 - Present
Coopers & Lybrand 1980 - 1984
Education
Boston College 1976 — 1980
B.S.
Xaverian Brothers High School 1972 — 1976
Hugh Huleatt Jr Hugh Huleatt Jr's Coopers & Lybrand Experience January 1986 - January 1988
Job Spreadsheet Modeler
Industry Pharmaceuticals
Experience
Self-employed January 2004 - Present
KaZaK Composites January 2002 - January 2004
Associated Sleep Industries January 2000 - January 2002
Satcon Technology Corporation January 1997 - January 1999
Haemonetics 1990 - 1996
Genzyme Corporation January 1988 - January 1990
Coopers & Lybrand January 1986 - January 1988
Education
Bowdoin College
Bachelor of Arts, Chemistry
Northeastern University
Master of Sciences, Accounting
Self-employed January 2004 - Present
KaZaK Composites January 2002 - January 2004
Associated Sleep Industries January 2000 - January 2002
Satcon Technology Corporation January 1997 - January 1999
Haemonetics 1990 - 1996
Genzyme Corporation January 1988 - January 1990
Coopers & Lybrand January 1986 - January 1988
Education
Bowdoin College
Bachelor of Arts, Chemistry
Northeastern University
Master of Sciences, Accounting
Andrew Blackwood Andrew Blackwood's Coopers & Lybrand Experience February 1993 - September 1994
Job health insurance professional
Industry Hospital & Health Care
Experience
Independent Insurance Agent April 2010 - January 2012
Bronx-Lebanon Hospital Center August 2006 - January 2008
Healthwave, Inc. January 2005 - January 2006
Oxford Health Plans April 2002 - August 2004
MDNY Healthcare, Inc. October 1994 - January 2000
Coopers & Lybrand February 1993 - September 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA
Colgate University 1982 — 1986
BA, English
Independent Insurance Agent April 2010 - January 2012
Bronx-Lebanon Hospital Center August 2006 - January 2008
Healthwave, Inc. January 2005 - January 2006
Oxford Health Plans April 2002 - August 2004
MDNY Healthcare, Inc. October 1994 - January 2000
Coopers & Lybrand February 1993 - September 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA
Colgate University 1982 — 1986
BA, English
Kris Fletcher Kris Fletcher's Coopers & Lybrand Experience 1980 - 1985
Job Senior Director Information Strategy & Data Standards at Pfizer Pharmaceuticals
Industry Hospital & Health Care
Experience
Pfizer Pharmaceuticals November 2010 - Present
Johnson & Johnson September 2008 - November 2010
Johnson & Johnson March 2004 - November 2010
LifeScan - Johnson & Johnson March 2004 - September 2008
LifeScan, a Johnson & Johnson company March 2004 - September 2008
Agilent Technologies August 1999 - August 2003
LifeScan Scotland Ltd., a Johnson & Johnson company 2003 - 2003
Hewlett-Packard May 1987 - August 1999
HP 1987 - 1997
Coopers & Lybrand 1980 - 1985
Skills
Six Sigma, ITIL Certified, CMC, Change Management, Leadership, Finance, Project Management, Vendor Management, Cross-functional Team..., Process Improvement, IT Strategy, Strategic Planning, Program Management, Project Portfolio..., Business Process, Business Intelligence, Business Analysis, Business Process..., Business Strategy, ITIL, Enterprise Software, Leadership Development, Enterprise Architecture, Mergers & Acquisitions, Integration, Management, Employee Engagement, Budgets, Corporate Communications, Disaster Recovery, Software Deployment, Project Planning, Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
BS, Science & Education
Melrose high school
Pfizer Pharmaceuticals November 2010 - Present
Johnson & Johnson September 2008 - November 2010
Johnson & Johnson March 2004 - November 2010
LifeScan - Johnson & Johnson March 2004 - September 2008
LifeScan, a Johnson & Johnson company March 2004 - September 2008
Agilent Technologies August 1999 - August 2003
LifeScan Scotland Ltd., a Johnson & Johnson company 2003 - 2003
Hewlett-Packard May 1987 - August 1999
HP 1987 - 1997
Coopers & Lybrand 1980 - 1985
Skills
Six Sigma, ITIL Certified, CMC, Change Management, Leadership, Finance, Project Management, Vendor Management, Cross-functional Team..., Process Improvement, IT Strategy, Strategic Planning, Program Management, Project Portfolio..., Business Process, Business Intelligence, Business Analysis, Business Process..., Business Strategy, ITIL, Enterprise Software, Leadership Development, Enterprise Architecture, Mergers & Acquisitions, Integration, Management, Employee Engagement, Budgets, Corporate Communications, Disaster Recovery, Software Deployment, Project Planning, Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
BS, Science & Education
Melrose high school
Tom Montminy's Coopers & Lybrand Experience 1983 - 1998
Job Market Managing Partner at PwC
Industry Accounting
Experience
PwC September 2013 - Present
PricewaterhouseCoopers LLP 1983 - Present
Coopers & Lybrand 1983 - 1998
Skills
SEC filings, Auditing, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Due Diligence, Tax, Financial Analysis, Financial Accounting, Mergers, US GAAP, CPA, Financial Modeling, GAAP, Private Equity, Business Valuation, Corporate Finance, Corporate Tax, Strategic Financial...
Education
Boston College
BS, Accounting
PwC September 2013 - Present
PricewaterhouseCoopers LLP 1983 - Present
Coopers & Lybrand 1983 - 1998
Skills
SEC filings, Auditing, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Due Diligence, Tax, Financial Analysis, Financial Accounting, Mergers, US GAAP, CPA, Financial Modeling, GAAP, Private Equity, Business Valuation, Corporate Finance, Corporate Tax, Strategic Financial...
Education
Boston College
BS, Accounting
Jeff Feeler Jeff Feeler's Coopers & Lybrand Experience 1992 - 1998
Job at
Industry Executive Office
Experience
US Ecology, Inc. May 2013 - Present
US Ecology, Inc. October 2012 - Present
US Ecology, Inc. July 2006 - November 2012
MWI Veterinary Supply July 2005 - July 2006
Albertsons June 2003 - April 2005
Hewlett-Packard January 2002 - June 2003
PricewaterhouseCoopers January 1993 - January 2002
Coopers & Lybrand 1992 - 1998
Education
Boise State University 1987 — 1992
Bachelors of Business Administration, Accounting and Finance
US Ecology, Inc. May 2013 - Present
US Ecology, Inc. October 2012 - Present
US Ecology, Inc. July 2006 - November 2012
MWI Veterinary Supply July 2005 - July 2006
Albertsons June 2003 - April 2005
Hewlett-Packard January 2002 - June 2003
PricewaterhouseCoopers January 1993 - January 2002
Coopers & Lybrand 1992 - 1998
Education
Boise State University 1987 — 1992
Bachelors of Business Administration, Accounting and Finance
Bill Quish's Coopers & Lybrand Experience 1977 - 1981
Job Merger & Acquisition and Certified Exit Planning Advisor
Industry Investment Banking
Experience
Lyons Solutions, LLC January 2005 - Present
Suffield Financial Group January 2003 - December 2004
Quish & Associates, LLC April 1983 - December 2002
Hartford Financial Services January 1982 - March 1984
Coopers & Lybrand 1977 - 1981
Peat Marwick 1977 - 1979
Skills
Transaction, Mergers, Business Planning, Business Strategy, Management Consulting, Corporate Finance, Strategic Planning, Valuation, Business Valuation, Succession Planning, Investment Banking, Selling Businesses, Private Equity, Exit Planning, Sourcing Capital, Financial Analysis, Entrepreneurship, Executive Management, Mergers & Acquisitions, Exit Strategies, Finance, Due Diligence, Corporate Development, Financial Structuring, Restructuring, M&A experience, Venture Capital, Financial Transactions
Education
Boston College 1973 — 1977
Accounting, Accounting - Finance
Lyons Solutions, LLC January 2005 - Present
Suffield Financial Group January 2003 - December 2004
Quish & Associates, LLC April 1983 - December 2002
Hartford Financial Services January 1982 - March 1984
Coopers & Lybrand 1977 - 1981
Peat Marwick 1977 - 1979
Skills
Transaction, Mergers, Business Planning, Business Strategy, Management Consulting, Corporate Finance, Strategic Planning, Valuation, Business Valuation, Succession Planning, Investment Banking, Selling Businesses, Private Equity, Exit Planning, Sourcing Capital, Financial Analysis, Entrepreneurship, Executive Management, Mergers & Acquisitions, Exit Strategies, Finance, Due Diligence, Corporate Development, Financial Structuring, Restructuring, M&A experience, Venture Capital, Financial Transactions
Education
Boston College 1973 — 1977
Accounting, Accounting - Finance
Keith Jeppson Keith Jeppson's Coopers & Lybrand Experience 1984 - 1988
Job Sales Executive | Business Process | Contact Center Outsourcing
Industry Outsourcing/Offshoring
Experience
Telerx 2013 - Present
Sitel 2011 - 2013
Qualfon 2009 - 2011
Summit Solutions / Jeppson Group, LLC 2002 - 2010
Marketing Ally TeleServices, INC. 1997 - 2001
Convergys 1990 - 1997
Coopers & Lybrand 1984 - 1988
Skills
Forecasting, Customer Service, Budgets, BPO, Call Center, Outsourcing, Account Management, Customer Experience, New Business Development, Operations Management, Lead Generation, Business Development, Customer Satisfaction, Sales Management, Telemarketing, Call Centers, CRM, Leadership, Strategy
Education
University of Utah 1979 — 1983
BS, Accounting
Brigham Young University 1978 — 1978
Telerx 2013 - Present
Sitel 2011 - 2013
Qualfon 2009 - 2011
Summit Solutions / Jeppson Group, LLC 2002 - 2010
Marketing Ally TeleServices, INC. 1997 - 2001
Convergys 1990 - 1997
Coopers & Lybrand 1984 - 1988
Skills
Forecasting, Customer Service, Budgets, BPO, Call Center, Outsourcing, Account Management, Customer Experience, New Business Development, Operations Management, Lead Generation, Business Development, Customer Satisfaction, Sales Management, Telemarketing, Call Centers, CRM, Leadership, Strategy
Education
University of Utah 1979 — 1983
BS, Accounting
Brigham Young University 1978 — 1978
Dalyte Bernotas, CPA, MBA, CDFA's Coopers & Lybrand Experience July 1980 - December 1982
Job Accounting & Office Manager at Avaxia Biologics
Industry Financial Services
Experience
Avaxia Biologics April 2012 - Present
Dalia Bernotas, CPA, CDFA May 2010 - April 2012
Alkon & Levine, P.C. - Accountants November 2007 - June 2010
NEHRA 2007 - 2010
Russells Garden Center 2004 - 2007
H&R Block January 2005 - May 2005
BankBoston 1994 - 1997
Design-Science International 1990 - 1994
BayBank Systems 1983 - 1986
Coopers & Lybrand July 1980 - December 1982
Skills
Accounting, General Ledger, Accounts Payable, Management, QuickBooks, Budgets, Accounts Receivable, Mergers & Acquisitions, Tax, Financial Statements, Auditing, Account Reconciliation, Invoicing, Human Resources, Analysis, Financial Reporting, Banking, Marketing, Internal Controls, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1993
MBA, Marketing
Stonehill College 1976 — 1980
Bachelors in Business Adminsitration, Accounting
Avaxia Biologics April 2012 - Present
Dalia Bernotas, CPA, CDFA May 2010 - April 2012
Alkon & Levine, P.C. - Accountants November 2007 - June 2010
NEHRA 2007 - 2010
Russells Garden Center 2004 - 2007
H&R Block January 2005 - May 2005
BankBoston 1994 - 1997
Design-Science International 1990 - 1994
BayBank Systems 1983 - 1986
Coopers & Lybrand July 1980 - December 1982
Skills
Accounting, General Ledger, Accounts Payable, Management, QuickBooks, Budgets, Accounts Receivable, Mergers & Acquisitions, Tax, Financial Statements, Auditing, Account Reconciliation, Invoicing, Human Resources, Analysis, Financial Reporting, Banking, Marketing, Internal Controls, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1993
MBA, Marketing
Stonehill College 1976 — 1980
Bachelors in Business Adminsitration, Accounting
Harry Silverman's Coopers & Lybrand Experience 1984 - 1994
Job at
Industry Accounting
Experience
ACTUARIAL RISK MANAGEMENT January 2010 - Present
BDO Seidman LLP 2002 - 2007
Coopers & Lybrand 1984 - 1994
Education
Columbia University - Columbia Business School 1964 — 1966
m.b.a., Graduate School of Business, Accounting
Bowdoin College 1960 — 1964
BA, Mathematics
ACTUARIAL RISK MANAGEMENT January 2010 - Present
BDO Seidman LLP 2002 - 2007
Coopers & Lybrand 1984 - 1994
Education
Columbia University - Columbia Business School 1964 — 1966
m.b.a., Graduate School of Business, Accounting
Bowdoin College 1960 — 1964
BA, Mathematics
Timothy Swords, MBA Timothy Swords, MBA's Coopers & Lybrand Experience January 1988 - December 1993
Job Board Member at Interaction Associates
Industry Banking
Experience
Interaction Associates December 2014 - Present
Union Bank, Wealth Markets July 2012 - Present
T.Swords Associates, LLC April 2003 - July 2012
Global Reach Leadership 2010 - 2011
Fidelity Investments October 2002 - March 2003
Fidelity Investments October 1999 - September 2002
Fidelity Investments September 1997 - September 1999
Renaissance Solutions July 1995 - August 1997
CSC Index December 1993 - June 1995
Coopers & Lybrand January 1988 - December 1993
Skills
Balanced Scorecard, Strategy Execution, Strategic Planning, Team Building, Executive Coaching, Financial Analysis, Performance Management, Project Planning, Project Implementation, Financial Services, Business Strategy, Leadership, Mergers & Acquisitions, Business Process..., Strategy, Management Consulting, Risk Management, Entrepreneurship, Executive Management, Business Planning, Organizational..., Leadership Development, Competitive Analysis, Business Transformation, Change Management, Consulting, Business Process, Process Improvement, Coaching, Analysis, Enterprise Software, Start-ups, Marketing Strategy, Finance, Product Development, Professional Services, Management, Acquisition Integration
Education
Boston College
B.S., Accounting
Harvard Business School
MBA, General Management
Massachusetts School of Professional Psychology
Graduate Certificate in Executive Coaching, Executive Coaching
Interaction Associates December 2014 - Present
Union Bank, Wealth Markets July 2012 - Present
T.Swords Associates, LLC April 2003 - July 2012
Global Reach Leadership 2010 - 2011
Fidelity Investments October 2002 - March 2003
Fidelity Investments October 1999 - September 2002
Fidelity Investments September 1997 - September 1999
Renaissance Solutions July 1995 - August 1997
CSC Index December 1993 - June 1995
Coopers & Lybrand January 1988 - December 1993
Skills
Balanced Scorecard, Strategy Execution, Strategic Planning, Team Building, Executive Coaching, Financial Analysis, Performance Management, Project Planning, Project Implementation, Financial Services, Business Strategy, Leadership, Mergers & Acquisitions, Business Process..., Strategy, Management Consulting, Risk Management, Entrepreneurship, Executive Management, Business Planning, Organizational..., Leadership Development, Competitive Analysis, Business Transformation, Change Management, Consulting, Business Process, Process Improvement, Coaching, Analysis, Enterprise Software, Start-ups, Marketing Strategy, Finance, Product Development, Professional Services, Management, Acquisition Integration
Education
Boston College
B.S., Accounting
Harvard Business School
MBA, General Management
Massachusetts School of Professional Psychology
Graduate Certificate in Executive Coaching, Executive Coaching
Larry Mendenhall Larry Mendenhall's Coopers & Lybrand Experience April 1983 - October 1994
Job VP/General Manager at American Systems
Industry Information Technology and Services
Experience
Retired October 2014 - Present
American Systems October 2006 - October 2014
Bronner Group October 2005 - October 2006
Motorola November 2001 - June 2004
Oracle April 2000 - October 2001
TRW February 1998 - October 2000
Litton PRC October 1994 - February 1998
Coopers & Lybrand April 1983 - October 1994
Skills
Process Improvement, Management Consulting, Program Management, Change Management, Pricing, Business Process..., Data Center, IT Strategy, Strategy, IT Operations, Business Strategy, Strategic Planning, Global Business..., Project Management, Government, Training, Business Development, PMP, Management, Business Process, Start-ups, Enterprise Software, Consulting, Professional Services, ERP, ITIL, Telecommunications, Risk Management, Information Technology, Integration, Cross-functional Team..., Business Intelligence, PMO, SaaS, Outsourcing, Business Transformation, Requirements Analysis, CRM, Project Portfolio...
Education
Carnegie Mellon University 1976 — 1978
GSIA, 2 Year MBA 1.5 Completed
Brigham Young University 1970 — 1976
BS, Chemical Engineering
Retired October 2014 - Present
American Systems October 2006 - October 2014
Bronner Group October 2005 - October 2006
Motorola November 2001 - June 2004
Oracle April 2000 - October 2001
TRW February 1998 - October 2000
Litton PRC October 1994 - February 1998
Coopers & Lybrand April 1983 - October 1994
Skills
Process Improvement, Management Consulting, Program Management, Change Management, Pricing, Business Process..., Data Center, IT Strategy, Strategy, IT Operations, Business Strategy, Strategic Planning, Global Business..., Project Management, Government, Training, Business Development, PMP, Management, Business Process, Start-ups, Enterprise Software, Consulting, Professional Services, ERP, ITIL, Telecommunications, Risk Management, Information Technology, Integration, Cross-functional Team..., Business Intelligence, PMO, SaaS, Outsourcing, Business Transformation, Requirements Analysis, CRM, Project Portfolio...
Education
Carnegie Mellon University 1976 — 1978
GSIA, 2 Year MBA 1.5 Completed
Brigham Young University 1970 — 1976
BS, Chemical Engineering
Kimiharu (Kim) Chatani Kimiharu (Kim) Chatani's Coopers & Lybrand Experience 1980 - 1987
Job Senior Executive
Industry Financial Services
Experience
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Barbara Bibas Montero Barbara Bibas Montero's Coopers & Lybrand Experience 1985 - 1987
Job Founder and Board Member at SafetyPay
Industry Internet
Experience
SafetyPay - USA December 2003 - Present
Bibas Inc. December 1987 - December 2003
Coopers & Lybrand 1985 - 1987
American Express Company 1979 - 1984
Skills
Strategic Planning, Payments, Credit Cards, Start-ups, Finance, Strategy, Marketing Strategy, Marketing, Direct Marketing, Strategic Partnerships, Product Management, E-commerce, Mobile Devices, Entrepreneurship, Online Marketing, Business Development, Business Strategy, Management, Leadership, Social Media Marketing
Education
Thunderbird School of Global Management 1980 — 1981
MBA, International Business
Boston College 1974 — 1977
BA, English
University of Pennsylvania - The Wharton School
Wharton Fellows Program
SafetyPay - USA December 2003 - Present
Bibas Inc. December 1987 - December 2003
Coopers & Lybrand 1985 - 1987
American Express Company 1979 - 1984
Skills
Strategic Planning, Payments, Credit Cards, Start-ups, Finance, Strategy, Marketing Strategy, Marketing, Direct Marketing, Strategic Partnerships, Product Management, E-commerce, Mobile Devices, Entrepreneurship, Online Marketing, Business Development, Business Strategy, Management, Leadership, Social Media Marketing
Education
Thunderbird School of Global Management 1980 — 1981
MBA, International Business
Boston College 1974 — 1977
BA, English
University of Pennsylvania - The Wharton School
Wharton Fellows Program
Thomas Dunn's Coopers & Lybrand Experience November 1977 - May 1982
Job Vice President, Content at Fidelity Investments, Workplace Investing
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments, Shared Services August 2013 - June 2014
Fidelity Investments September 2010 - July 2013
Fidelity Investments May 2007 - September 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments June 1998 - July 2005
Fidelity Investments December 1986 - May 1998
Stop & Shop Companies Inc May 1982 - December 1986
Coopers & Lybrand November 1977 - May 1982
Skills
Trading Systems, Change Management, Risk Management, Program Management, Management, Process Improvement, Leadership, Strategy, Customer Service, Strategic Planning
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting & Computer Science
Boston University
Masters of Business Administration, Financial Services
Fidelity Investments July 2014 - Present
Fidelity Investments, Shared Services August 2013 - June 2014
Fidelity Investments September 2010 - July 2013
Fidelity Investments May 2007 - September 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments June 1998 - July 2005
Fidelity Investments December 1986 - May 1998
Stop & Shop Companies Inc May 1982 - December 1986
Coopers & Lybrand November 1977 - May 1982
Skills
Trading Systems, Change Management, Risk Management, Program Management, Management, Process Improvement, Leadership, Strategy, Customer Service, Strategic Planning
Education
Boston College 1974 — 1978
Bachelor of Science, Accounting & Computer Science
Boston University
Masters of Business Administration, Financial Services
John J Petosa John J Petosa's Coopers & Lybrand Experience August 1987 - April 2000
Job Owner at John J Petosa CPA Esq.
Industry Law Practice
Experience
Town of Camillus January 2012 - Present
Syracuse University September 2003 - Present
Deli-Boy Inc. April 1990 - Present
Geddes Federal Savings and Loan Association March 2002 - Present
Coopers & Lybrand August 1987 - April 2000
Skills
Finance, Accounting, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Financial Reporting, Strategic Planning, Forecasting, Budgets, Corporate Governance, Cash Flow, Internal Controls, Legal Research, Criminal Law, Business Law, Real Estate Contracts, Real Estate law, Public Speaking, Leadership, Microsoft Office
Education
Syracuse University College of Law 1991 — 1995
Doctor of Law (JD), Law
Boston College 1983 — 1987
Bachelor's degree, Accounting and Economics
Town of Camillus January 2012 - Present
Syracuse University September 2003 - Present
Deli-Boy Inc. April 1990 - Present
Geddes Federal Savings and Loan Association March 2002 - Present
Coopers & Lybrand August 1987 - April 2000
Skills
Finance, Accounting, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Financial Reporting, Strategic Planning, Forecasting, Budgets, Corporate Governance, Cash Flow, Internal Controls, Legal Research, Criminal Law, Business Law, Real Estate Contracts, Real Estate law, Public Speaking, Leadership, Microsoft Office
Education
Syracuse University College of Law 1991 — 1995
Doctor of Law (JD), Law
Boston College 1983 — 1987
Bachelor's degree, Accounting and Economics
Guler Elbi Guler Elbi's Coopers & Lybrand Experience 1998 - 1998
Job Sr. Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM Global Business Services 2002 - Present
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1998 - 1998
LCBO 1987 - 1998
Hallmark Cards February 1983 - June 1987
Timminco Chromasco 1980 - 1983
Skills
Retail, Integration, Requirements Analysis, Engagement, Management Consulting, Customer Relations, Change Management, Testing, ERP, Business Process, Analysis, Planning, Process Engineering, Supply Chain Management, Project Implementation, Business Analysis, Consultancy, Public Sector, Deployment, Private Sector, Contract Negotiation, Supply Chain, Business Requirements, Software Project..., Program Management, Project Planning, Customer Service, Business Process...
Education
Boğaziçi University 1976 — 1979
Bsc, Industrial Engineer, Operations Research
IBM Global Business Services 2002 - Present
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1998 - 1998
LCBO 1987 - 1998
Hallmark Cards February 1983 - June 1987
Timminco Chromasco 1980 - 1983
Skills
Retail, Integration, Requirements Analysis, Engagement, Management Consulting, Customer Relations, Change Management, Testing, ERP, Business Process, Analysis, Planning, Process Engineering, Supply Chain Management, Project Implementation, Business Analysis, Consultancy, Public Sector, Deployment, Private Sector, Contract Negotiation, Supply Chain, Business Requirements, Software Project..., Program Management, Project Planning, Customer Service, Business Process...
Education
Boğaziçi University 1976 — 1979
Bsc, Industrial Engineer, Operations Research
Brad Diamond's Coopers & Lybrand Experience August 1994 - March 1997
Job Director at Markit
Industry Financial Services
Experience
Markit October 2012 - Present
Delta One Solutions September 2011 - September 2012
Reval January 2011 - September 2011
Standard & Poor's March 1999 - January 2011
Standard & Poor's 1999 - January 2011
AXA March 1997 - March 1999
Coopers & Lybrand August 1994 - March 1997
Skills
Equities, Fixed Income, Hedge Funds, Financial Services, Asset Management, Capital Markets, Investments
Education
Boston University - School of Management
BSBA, Finance
Hofstra University
MBA, Accounting
Markit October 2012 - Present
Delta One Solutions September 2011 - September 2012
Reval January 2011 - September 2011
Standard & Poor's March 1999 - January 2011
Standard & Poor's 1999 - January 2011
AXA March 1997 - March 1999
Coopers & Lybrand August 1994 - March 1997
Skills
Equities, Fixed Income, Hedge Funds, Financial Services, Asset Management, Capital Markets, Investments
Education
Boston University - School of Management
BSBA, Finance
Hofstra University
MBA, Accounting
Karen Rubsam's Coopers & Lybrand Experience January 1981 - September 1990
Job Independent Investment Management Professional
Industry Investment Management
Experience
KOR Consulting Arizona January 1999 - Present
PartnerRe Ltd October 1997 - March 1999
Zurich Reinsurance Centre March 1993 - November 1997
Coopers & Lybrand January 1981 - September 1990
Skills
Equities, Corporate Finance, Asset Managment, Asset Management, Hedge Funds, Investments, Valuation, Alternative Investments, Asset Allocation, Private Equity
Education
Boston University
MS, Banking and Financial Management
University of Notre Dame 1977 — 1981
BBA, Accounting
KOR Consulting Arizona January 1999 - Present
PartnerRe Ltd October 1997 - March 1999
Zurich Reinsurance Centre March 1993 - November 1997
Coopers & Lybrand January 1981 - September 1990
Skills
Equities, Corporate Finance, Asset Managment, Asset Management, Hedge Funds, Investments, Valuation, Alternative Investments, Asset Allocation, Private Equity
Education
Boston University
MS, Banking and Financial Management
University of Notre Dame 1977 — 1981
BBA, Accounting
Jeri Levin Freeman Jeri Levin Freeman's Coopers & Lybrand Experience 1992 - 1996
Job FPNA at Dun & Bradstreet
Industry Investment Banking
Experience
Dun & Bradstreet September 2011 - Present
Red Zen LLC February 2009 - September 2011
GE Capital January 1996 - September 2000
Coopers & Lybrand 1992 - 1996
Coopers & Lybrand 1986 - 1990
Skills
Strategy, Mergers & Acquisitions, Business Development, Financial Analysis, Management, Business Strategy, Analysis, Leadership, Due Diligence, Finance, Corporate Finance, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance, International Business
Boston University - School of Management 1982 — 1986
BSBA, Accounting
Dun & Bradstreet September 2011 - Present
Red Zen LLC February 2009 - September 2011
GE Capital January 1996 - September 2000
Coopers & Lybrand 1992 - 1996
Coopers & Lybrand 1986 - 1990
Skills
Strategy, Mergers & Acquisitions, Business Development, Financial Analysis, Management, Business Strategy, Analysis, Leadership, Due Diligence, Finance, Corporate Finance, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance, International Business
Boston University - School of Management 1982 — 1986
BSBA, Accounting
Donald Moody Donald Moody's Coopers & Lybrand Experience January 1978 - May 1981
Job Financial Planner
Industry Financial Services
Experience
Homrich Berg March 2005 - January 2009
Banc of America Investments November 2002 - December 2004
IJL Wachovia Securities January 1998 - March 2002
The Robinson-Humphrey Company August 1985 - September 1997
International Association for Financial Planning, Inc. June 1981 - July 1985
Coopers & Lybrand January 1978 - May 1981
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Financial Analysis, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Wealth Management...
Education
Bowling Green State University
BSBA, Selling & Sales Management
University of South Carolina - Darla Moore School of Business
MBA & MA, Financial Management & Accounting
Homrich Berg March 2005 - January 2009
Banc of America Investments November 2002 - December 2004
IJL Wachovia Securities January 1998 - March 2002
The Robinson-Humphrey Company August 1985 - September 1997
International Association for Financial Planning, Inc. June 1981 - July 1985
Coopers & Lybrand January 1978 - May 1981
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Financial Analysis, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Wealth Management...
Education
Bowling Green State University
BSBA, Selling & Sales Management
University of South Carolina - Darla Moore School of Business
MBA & MA, Financial Management & Accounting
Chet Harmer (chetharmer@sbcglobal.net) Chet Harmer (chetharmer@sbcglobal.net)'s Coopers & Lybrand Experience 1990 - 1994
Job Director of Northern California Chapters at BYU Management Society
Industry Professional Training & Coaching
Experience
BYU Management Society October 2010 - Present
Silicon Valley Chapter of the BYU Management Society October 2009 - Present
Pivotal Resources 1996 - Present
Chet Harmer & Associates 1993 - 1995
Coopers & Lybrand 1990 - 1994
Hewlett-Packard 1982 - 1989
Skills
Leadership Development, Consulting, Management Consulting, Organizational..., Leadership, Time Management, Process Improvement, Team Building, Strategic Planning, Public Speaking, Training, Problem Solving, Organizational..., Organizational Design, Executive Coaching, Six Sigma, Start-ups, Cross-functional Team..., Budgets, Management, Customer Service, Program Management, Coaching, Change Management, Business Process..., Mentoring, Business Strategy, Project Management, Entrepreneurship, Marketing Strategy, Business Analysis, Team Leadership, Analysis, Data Analysis, Networking, Talent Management, Employee Training, Workshop Facilitation, Business Development, Operations Management, Employee Engagement, CRM, Recruiting, Human Resources, Access, Career Development, Career Counseling, Mergers & Acquisitions, Business Planning
Education
Brigham Young University 1961 — 1967
BYU Management Society October 2010 - Present
Silicon Valley Chapter of the BYU Management Society October 2009 - Present
Pivotal Resources 1996 - Present
Chet Harmer & Associates 1993 - 1995
Coopers & Lybrand 1990 - 1994
Hewlett-Packard 1982 - 1989
Skills
Leadership Development, Consulting, Management Consulting, Organizational..., Leadership, Time Management, Process Improvement, Team Building, Strategic Planning, Public Speaking, Training, Problem Solving, Organizational..., Organizational Design, Executive Coaching, Six Sigma, Start-ups, Cross-functional Team..., Budgets, Management, Customer Service, Program Management, Coaching, Change Management, Business Process..., Mentoring, Business Strategy, Project Management, Entrepreneurship, Marketing Strategy, Business Analysis, Team Leadership, Analysis, Data Analysis, Networking, Talent Management, Employee Training, Workshop Facilitation, Business Development, Operations Management, Employee Engagement, CRM, Recruiting, Human Resources, Access, Career Development, Career Counseling, Mergers & Acquisitions, Business Planning
Education
Brigham Young University 1961 — 1967
Blaine Parker's Coopers & Lybrand Experience September 1994 - January 1997
Job Plant Accounting Team Leader at Schreiber Foods
Industry Dairy
Experience
Schreiber Foods April 2007 - Present
Johnson & Johnson January 1997 - July 2004
Coopers & Lybrand September 1994 - January 1997
IBM January 1993 - August 1993
Skills
Variance Analysis, Cost Accounting, Forecasting, Financial Analysis, GAAP, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Cross-functional Team..., Process Improvement, Budgets, Accounting, Auditing, Inventory Management, Managerial Finance, Analysis, Strategic Financial..., Strategic Planning, Operations Management, Leadership, Business Planning, Finance, Pricing, Hyperion Enterprise, SAP, Financial Accounting, US GAAP, Sarbanes-Oxley, ERP, Income Statement, Manufacturing, Tax, Financial Statements, Business Process..., Accounts Payable
Education
Brigham Young University 1987 — 1994
MACC, Accounting
Schreiber Foods April 2007 - Present
Johnson & Johnson January 1997 - July 2004
Coopers & Lybrand September 1994 - January 1997
IBM January 1993 - August 1993
Skills
Variance Analysis, Cost Accounting, Forecasting, Financial Analysis, GAAP, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Cross-functional Team..., Process Improvement, Budgets, Accounting, Auditing, Inventory Management, Managerial Finance, Analysis, Strategic Financial..., Strategic Planning, Operations Management, Leadership, Business Planning, Finance, Pricing, Hyperion Enterprise, SAP, Financial Accounting, US GAAP, Sarbanes-Oxley, ERP, Income Statement, Manufacturing, Tax, Financial Statements, Business Process..., Accounts Payable
Education
Brigham Young University 1987 — 1994
MACC, Accounting
Maggie O'Donovan-Bolton's Coopers & Lybrand Experience 1990 - 1998
Job Public Relations Director, PwC Tax
Industry Public Relations and Communications
Experience
PricewaterhouseCoopers July 2007 - Present
PwC July 1998 - July 2007
Coopers & Lybrand 1990 - 1998
Grant Thornton 1987 - 1990
State of NY Metropolitan Transportation Authority 1984 - 1986
Skills
Public Relations, Marketing, Public Speaking, Integrated Marketing, Media Relations, Writing, Corporate Communications, Marketing Communications, Press Releases, Program Management, Marketing Strategy, Public Affairs, Research, Project Management, Editing, Strategic Communications, Newsletters, Communication Training, Communications Planning, Copywriting, Strategic Planning, Internal Communications, Strategy, Crisis Communications, Speech Writing, Reputation Management, Strategic Media...
Education
Cornell University/Baruch College 1986 — 1988
Labor Relations, industrial labor relations
Boston University
BS, Journalism
PricewaterhouseCoopers July 2007 - Present
PwC July 1998 - July 2007
Coopers & Lybrand 1990 - 1998
Grant Thornton 1987 - 1990
State of NY Metropolitan Transportation Authority 1984 - 1986
Skills
Public Relations, Marketing, Public Speaking, Integrated Marketing, Media Relations, Writing, Corporate Communications, Marketing Communications, Press Releases, Program Management, Marketing Strategy, Public Affairs, Research, Project Management, Editing, Strategic Communications, Newsletters, Communication Training, Communications Planning, Copywriting, Strategic Planning, Internal Communications, Strategy, Crisis Communications, Speech Writing, Reputation Management, Strategic Media...
Education
Cornell University/Baruch College 1986 — 1988
Labor Relations, industrial labor relations
Boston University
BS, Journalism
Michelle Bracher-Cummings Michelle Bracher-Cummings's Coopers & Lybrand Experience September 1993 - June 1995
Job Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments January 2010 - February 2014
Fidelity Investments January 2006 - December 2009
Fidelity Investments February 2002 - December 2005
Fidelity Investments February 2001 - January 2002
Fidelity Investments May 1999 - January 2001
Time Warner April 1997 - April 1999
Philip Morris International August 1995 - March 1997
Coopers & Lybrand September 1993 - June 1995
Skills
Retirement, Series 63, Financial Services, Mutual Funds, Strategy, Program Management, Business Development, Marketing, Training, Relationship Management, Strategic Planning, Sales, Series 6, Risk Management, Analysis, Management, Financial Analysis, Finance, Insurance, Sales Management, Strategic Financial..., Business Planning, Leadership, Analytics, Product Management, Business Strategy
Education
Boston University 2000 — 2002
Certified Financial Planner Certification
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting & Finance
New England School of Art & Design at Suffolk University
Interior Design
Fidelity Investments March 2014 - Present
Fidelity Investments January 2010 - February 2014
Fidelity Investments January 2006 - December 2009
Fidelity Investments February 2002 - December 2005
Fidelity Investments February 2001 - January 2002
Fidelity Investments May 1999 - January 2001
Time Warner April 1997 - April 1999
Philip Morris International August 1995 - March 1997
Coopers & Lybrand September 1993 - June 1995
Skills
Retirement, Series 63, Financial Services, Mutual Funds, Strategy, Program Management, Business Development, Marketing, Training, Relationship Management, Strategic Planning, Sales, Series 6, Risk Management, Analysis, Management, Financial Analysis, Finance, Insurance, Sales Management, Strategic Financial..., Business Planning, Leadership, Analytics, Product Management, Business Strategy
Education
Boston University 2000 — 2002
Certified Financial Planner Certification
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting & Finance
New England School of Art & Design at Suffolk University
Interior Design
Virginia Alan Virginia Alan's Coopers & Lybrand Experience April 1976 - March 1981
Job Executive Administrator at Douglas Marketing Group, LLC
Industry Marketing and Advertising
Experience
Douglas Marketing Group, LLC July 2012 - Present
Merrill Lynch Wealth Management January 2011 - 2011
Handleman Company March 1981 - July 2009
Coopers & Lybrand April 1976 - March 1981
Skills
Fundraising, Leadership, Management, Time Management, Event Planning, Outlook, Marketing, Budgets, Customer Service, Team Building, Nonprofits, Strategic Planning, Event Management, PowerPoint, Microsoft Office, Public Relations, Training, Public Speaking, Microsoft Excel, Social Networking, Social Media Marketing, Program Management, Microsoft Word, Advertising, Community Outreach, Research
Education
Boston College 2002 — 2003
Wayne State University & Boston College, Corporate Community Relations Management
Wayne State University 1970 — 1972
Wayne State Universtiy, Business Administration
Douglas Marketing Group, LLC July 2012 - Present
Merrill Lynch Wealth Management January 2011 - 2011
Handleman Company March 1981 - July 2009
Coopers & Lybrand April 1976 - March 1981
Skills
Fundraising, Leadership, Management, Time Management, Event Planning, Outlook, Marketing, Budgets, Customer Service, Team Building, Nonprofits, Strategic Planning, Event Management, PowerPoint, Microsoft Office, Public Relations, Training, Public Speaking, Microsoft Excel, Social Networking, Social Media Marketing, Program Management, Microsoft Word, Advertising, Community Outreach, Research
Education
Boston College 2002 — 2003
Wayne State University & Boston College, Corporate Community Relations Management
Wayne State University 1970 — 1972
Wayne State Universtiy, Business Administration
Mark D Scott Mark D Scott's Coopers & Lybrand Experience August 1992 - April 1994
Job CFO American Chemet Corporation
Industry Executive Office
Experience
American Chemet Corporation June 2015 - Present
Zodiac Water & Waste Aero Systems January 2013 - June 2015
Mark D. Scott, CPA March 2012 - December 2012
Flavor Extracts Manufacturers Association May 2005 - May 2012
T. Hasegawa USA, Inc. October 2001 - March 2012
T. Hasegawa USA Inc. October 1997 - October 2001
T. Hasegawa USA Inc. May 1994 - September 1997
Coopers & Lybrand August 1992 - April 1994
Deloitte & Touche May 1986 - August 1992
Skills
Business Planning, Cost Accounting, Management, Manufacturing, Financial Reporting, ERP, Strategic Planning, Supply Chain, Financial Audits, Forecasting, Financial Analysis, Operations Management, Risk Management, Flavors, Cash Management, Food Industry, Inventory Management, Food Science, Food Safety, Employee Benefits, Competitive Analysis, Kaizen, Spray Drying, HACCP, Mergers, Board Presentations, Operational Cost..., Transfer Pricing, Tax Returns, Chinese culture, HR Policies, Citrus, Qualified Retirement..., Cost Savings Strategies, Competitive Intelligence, Chemical Industry, Big 4, Mergers & Acquisitions, Executive Management, Budgets, Leadership
Education
Brigham Young University 1982 — 1986
BS, Accounting, Minor - Japanese
American Chemet Corporation June 2015 - Present
Zodiac Water & Waste Aero Systems January 2013 - June 2015
Mark D. Scott, CPA March 2012 - December 2012
Flavor Extracts Manufacturers Association May 2005 - May 2012
T. Hasegawa USA, Inc. October 2001 - March 2012
T. Hasegawa USA Inc. October 1997 - October 2001
T. Hasegawa USA Inc. May 1994 - September 1997
Coopers & Lybrand August 1992 - April 1994
Deloitte & Touche May 1986 - August 1992
Skills
Business Planning, Cost Accounting, Management, Manufacturing, Financial Reporting, ERP, Strategic Planning, Supply Chain, Financial Audits, Forecasting, Financial Analysis, Operations Management, Risk Management, Flavors, Cash Management, Food Industry, Inventory Management, Food Science, Food Safety, Employee Benefits, Competitive Analysis, Kaizen, Spray Drying, HACCP, Mergers, Board Presentations, Operational Cost..., Transfer Pricing, Tax Returns, Chinese culture, HR Policies, Citrus, Qualified Retirement..., Cost Savings Strategies, Competitive Intelligence, Chemical Industry, Big 4, Mergers & Acquisitions, Executive Management, Budgets, Leadership
Education
Brigham Young University 1982 — 1986
BS, Accounting, Minor - Japanese
Ed Nadworny's Coopers & Lybrand Experience 1983 - 1992
Job at IBM Global Business Services
Industry Management Consulting
Experience
IBM Global Business Services June 2010 - Present
EMN Associates March 2009 - Present
SunGard Higher Education 2006 - 2009
CGI 2005 - 2006
CGI-AMS 2003 - 2005
AMS 1999 - 2003
AMS 1992 - 1999
Coopers & Lybrand 1983 - 1992
Education
Boston University
BS, Systems Engineering
Georgetown University
Certificate, Organizational Development Change Management
IBM Global Business Services June 2010 - Present
EMN Associates March 2009 - Present
SunGard Higher Education 2006 - 2009
CGI 2005 - 2006
CGI-AMS 2003 - 2005
AMS 1999 - 2003
AMS 1992 - 1999
Coopers & Lybrand 1983 - 1992
Education
Boston University
BS, Systems Engineering
Georgetown University
Certificate, Organizational Development Change Management
Barbara Perotto's Coopers & Lybrand Experience 1979 - 1981
Job Experienced Accountant
Industry Accounting
Experience
Worcester Public Schools August 2005 - June 2015
Seven Hills Charter Public School January 2000 - January 2005
Kathleen M. Boyce, CPA March 1999 - June 2000
Fallon Clinic October 1998 - February 1999
Fallon Clinic January 1993 - September 1998
Wang Laboratories Inc. January 1992 - January 1993
GenRad, Inc. January 1986 - November 1991
Coopers & Lybrand 1979 - 1981
Skills
Finance, Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Management, Staff Development, Account Reconciliation, Public Speaking
Education
Boston College - Carroll School of Management 1974 — 1978
Bachelor of Science, Accounting and Business/Management
Notre Dame Academy 1969 — 1974
High School Diploma, College Prep
Worcester Public Schools August 2005 - June 2015
Seven Hills Charter Public School January 2000 - January 2005
Kathleen M. Boyce, CPA March 1999 - June 2000
Fallon Clinic October 1998 - February 1999
Fallon Clinic January 1993 - September 1998
Wang Laboratories Inc. January 1992 - January 1993
GenRad, Inc. January 1986 - November 1991
Coopers & Lybrand 1979 - 1981
Skills
Finance, Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Management, Staff Development, Account Reconciliation, Public Speaking
Education
Boston College - Carroll School of Management 1974 — 1978
Bachelor of Science, Accounting and Business/Management
Notre Dame Academy 1969 — 1974
High School Diploma, College Prep
Lynn Cordaro, CPA's Coopers & Lybrand Experience September 1983 - September 1986
Job Director Benefits Finance at Harvard University
Industry Higher Education
Experience
Harvard University September 2010 - Present
Invensys January 2001 - March 2011
Syratech 1991 - 2000
HMK Enterprises Inc. November 1988 - August 1991
Stop & Shop Companies Inc. September 1986 - November 1988
Coopers & Lybrand September 1983 - September 1986
Skills
Mergers, Financial Analysis, Financial Reporting, Accounting, Investments, Controllership Functions, Mergers & Acquisitions, US GAAP, Finance, Budgets, IFRS, Managerial Finance, Management, Internal Controls, Financial Modeling
Education
Brandeis International Business School 2006 — 2008
MS, Finance
Boston College 1979 — 1983
Accounting and Finance
North Quincy High school 1976 — 1979
Harvard University September 2010 - Present
Invensys January 2001 - March 2011
Syratech 1991 - 2000
HMK Enterprises Inc. November 1988 - August 1991
Stop & Shop Companies Inc. September 1986 - November 1988
Coopers & Lybrand September 1983 - September 1986
Skills
Mergers, Financial Analysis, Financial Reporting, Accounting, Investments, Controllership Functions, Mergers & Acquisitions, US GAAP, Finance, Budgets, IFRS, Managerial Finance, Management, Internal Controls, Financial Modeling
Education
Brandeis International Business School 2006 — 2008
MS, Finance
Boston College 1979 — 1983
Accounting and Finance
North Quincy High school 1976 — 1979
Scott Bylsma, CPM® Scott Bylsma, CPM®'s Coopers & Lybrand Experience August 1985 - April 1988
Job Senior PIM Portfolio Manager, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2012 - Present
Merrill Lynch May 1993 - May 2012
Anderson & Company Investment management August 1988 - October 1992
Coopers & Lybrand August 1985 - April 1988
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
Wells Fargo Advisors, LLC June 2012 - Present
Merrill Lynch May 1993 - May 2012
Anderson & Company Investment management August 1988 - October 1992
Coopers & Lybrand August 1985 - April 1988
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
Thayne Maas Thayne Maas's Coopers & Lybrand Experience January 1995 - January 1998
Job Tax Consultant
Industry Financial Services
Experience
Thayne Maas CPA November 2013 - Present
PLEXUS, INC January 2002 - April 2013
MCMS, INC January 2001 - January 2002
FIBERPIPE, INC January 2000 - January 2001
MCMS, INC January 1998 - January 2000
Coopers & Lybrand January 1995 - January 1998
Coopers & Lybrand January 1992 - January 1994
RIO INTERNATIONAL, INC January 1989 - January 1992
COOPERS & LYBRAND January 1984 - January 1989
Skills
Mergers, Transfer Pricing, Tax Accounting, Financial Analysis, Sarbanes-Oxley Act, SOX 404, Corporate Tax, International Tax, Sales Tax, Income Tax, Tax Law, Sarbanes-Oxley, Tax Advisory, Financial Modeling, Forecasting, Leadership, Due Diligence, Treasury, Strategy, Mergers & Acquisitions, Finance, Internal Audit, US GAAP
Education
Brigham Young University
Masters of Tax, Accounting
Thayne Maas CPA November 2013 - Present
PLEXUS, INC January 2002 - April 2013
MCMS, INC January 2001 - January 2002
FIBERPIPE, INC January 2000 - January 2001
MCMS, INC January 1998 - January 2000
Coopers & Lybrand January 1995 - January 1998
Coopers & Lybrand January 1992 - January 1994
RIO INTERNATIONAL, INC January 1989 - January 1992
COOPERS & LYBRAND January 1984 - January 1989
Skills
Mergers, Transfer Pricing, Tax Accounting, Financial Analysis, Sarbanes-Oxley Act, SOX 404, Corporate Tax, International Tax, Sales Tax, Income Tax, Tax Law, Sarbanes-Oxley, Tax Advisory, Financial Modeling, Forecasting, Leadership, Due Diligence, Treasury, Strategy, Mergers & Acquisitions, Finance, Internal Audit, US GAAP
Education
Brigham Young University
Masters of Tax, Accounting
Jim Grigg Jim Grigg's Coopers & Lybrand Experience January 1981 - May 1985
Job Healthcare Partner, Crowe Horwath LLP
Industry Hospital & Health Care
Experience
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
Janet McDaid, CPA Janet McDaid, CPA's Coopers & Lybrand Experience 1990 - 1994
Job Accounting Services Manager at RAFFA, PC
Industry Financial Services
Experience
Raffa, PC 1997 - Present
Raffa, PC 1994 - 1997
Coopers & Lybrand 1990 - 1994
Skills
Auditing, Accounting, Internal Controls, CPA, Account Reconciliation, Financial Statements, General Ledger, Financial Reporting, GAAP, US GAAP, Financial Accounting, Non-profits, Financial Analysis, QuickBooks, Nonprofits, Sarbanes-Oxley Act, Consulting, Accounting and..., Accounting systems, Managed Accounting..., Research, Government Grants, Foundation Grants, Restricted Grants, Conditional Grants, OMB Requirements, FEC Filings, Grants
Education
George Mason University 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Brigham Young University 1983 — 1987
Raffa, PC 1997 - Present
Raffa, PC 1994 - 1997
Coopers & Lybrand 1990 - 1994
Skills
Auditing, Accounting, Internal Controls, CPA, Account Reconciliation, Financial Statements, General Ledger, Financial Reporting, GAAP, US GAAP, Financial Accounting, Non-profits, Financial Analysis, QuickBooks, Nonprofits, Sarbanes-Oxley Act, Consulting, Accounting and..., Accounting systems, Managed Accounting..., Research, Government Grants, Foundation Grants, Restricted Grants, Conditional Grants, OMB Requirements, FEC Filings, Grants
Education
George Mason University 1988 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Brigham Young University 1983 — 1987
Joe Henningsen Joe Henningsen's Coopers & Lybrand Experience 1992 - 1995
Job Enterprise Information Management Professional
Industry Information Technology and Services
Experience
Norstar Consulting Group June 2014 - Present
J. Murray Consultancy October 2006 - Present
Delphi 2013 - 2014
Fallon Health 2013 - 2013
Iron Mountain January 2012 - December 2012
Smith & Nephew 2009 - 2011
Philips Medical Systems 2003 - 2006
SAP 1996 - 2003
Coopers & Lybrand 1992 - 1995
USMC 1986 - 1992
Education
Boston University - School of Management 1990 — 1992
MBA, CIS, 3.75
University of Iowa 1983 — 1986
BBA, MIS
Norstar Consulting Group June 2014 - Present
J. Murray Consultancy October 2006 - Present
Delphi 2013 - 2014
Fallon Health 2013 - 2013
Iron Mountain January 2012 - December 2012
Smith & Nephew 2009 - 2011
Philips Medical Systems 2003 - 2006
SAP 1996 - 2003
Coopers & Lybrand 1992 - 1995
USMC 1986 - 1992
Education
Boston University - School of Management 1990 — 1992
MBA, CIS, 3.75
University of Iowa 1983 — 1986
BBA, MIS
Nancy Rogerson Nancy Rogerson's Coopers & Lybrand Experience June 1984 - June 1995
Job CPA, Experienced VP, CFO currently at CherryRoad Technologies Inc.
Industry Information Technology and Services
Experience
CherryRoad Technologies Inc. October 1999 - Present
Tourneau Inc. January 1998 - September 1999
National Merchants Management Corp June 1995 - January 1998
Coopers & Lybrand June 1984 - June 1995
Skills
Financial Analysis, Executive Management, Mergers & Acquisitions, Accounting, Management, Strategy, Auditing, Forecasting, Business Process..., Financial Modeling, Process Improvement, Management Consulting, Budgets, Leadership, Finance, Due Diligence, Unanet, Contract Negotiation, Business Relationship..., Internal Controls, Strategic Planning, Financial Reporting
Education
Boston University
Bachelor’s Degree, Occupational Therapy
D'Amore-McKim School of Business at Northeastern University
MBA, Accounting
Rye Neck High School
CherryRoad Technologies Inc. October 1999 - Present
Tourneau Inc. January 1998 - September 1999
National Merchants Management Corp June 1995 - January 1998
Coopers & Lybrand June 1984 - June 1995
Skills
Financial Analysis, Executive Management, Mergers & Acquisitions, Accounting, Management, Strategy, Auditing, Forecasting, Business Process..., Financial Modeling, Process Improvement, Management Consulting, Budgets, Leadership, Finance, Due Diligence, Unanet, Contract Negotiation, Business Relationship..., Internal Controls, Strategic Planning, Financial Reporting
Education
Boston University
Bachelor’s Degree, Occupational Therapy
D'Amore-McKim School of Business at Northeastern University
MBA, Accounting
Rye Neck High School
Annette Whitaker Annette Whitaker's Coopers & Lybrand Experience 1995 - 1997
Job Administrative Assistant (Contract Position) at Zoetis (Subsidiary of Pfizer Pharmaceuticals)
Industry Pharmaceuticals
Experience
Zoetis (Subsidiary of Pfizer Pharmaceuticals) July 2013 - March 2015
Novartis Pharmaceuticals Corp September 2012 - January 2013
Forest Research Institute June 2011 - February 2012
DAINIPPON SUMITOMO PHARMA AMERICA, INC 2008 - 2010
WATSON WYATT WORLDWIDE 2007 - 2008
GALDERMA RESEARCH & DEVELOPMENT 2000 - 2007
TAKEDA AMERICA R&D CENTER INC 1999 - 2000
THE LIPOSOME COMPANY, INC 1998 - 1999
Merrill Lynch 1997 - 1998
COOPERS & LYBRAND 1995 - 1997
Skills
Administrative..., Event Planning, Human Resources, PowerPoint, Microsoft Office, Research, Team Building
Education
Borough of Manhattan Community College
Business Administration
Katharine Gibbs School
Secretarial Studies
Zoetis (Subsidiary of Pfizer Pharmaceuticals) July 2013 - March 2015
Novartis Pharmaceuticals Corp September 2012 - January 2013
Forest Research Institute June 2011 - February 2012
DAINIPPON SUMITOMO PHARMA AMERICA, INC 2008 - 2010
WATSON WYATT WORLDWIDE 2007 - 2008
GALDERMA RESEARCH & DEVELOPMENT 2000 - 2007
TAKEDA AMERICA R&D CENTER INC 1999 - 2000
THE LIPOSOME COMPANY, INC 1998 - 1999
Merrill Lynch 1997 - 1998
COOPERS & LYBRAND 1995 - 1997
Skills
Administrative..., Event Planning, Human Resources, PowerPoint, Microsoft Office, Research, Team Building
Education
Borough of Manhattan Community College
Business Administration
Katharine Gibbs School
Secretarial Studies
Kevin W. Blanton Kevin W. Blanton's Coopers & Lybrand Experience 1992 - 1993
Job Associate Counsel/Assistant Vice President at John Hancock
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) 1999 - Present
Manulife Financial 1999 - 2004
Posternak, Blankstein & Lund, LLP 1996 - 1999
Palmer & Dodge LLP 1993 - 1996
Coopers & Lybrand 1992 - 1993
Skills
Estate Planning, Tax, Financial Advisory, Retirement, Estate Administration, Retirement Planning, Investments
Education
Boston University School of Law 1989 — 1992
J.D., Law
University of Michigan 1984 — 1989
B.A., Economics
John Hancock Life Insurance Company (U.S.A.) 1999 - Present
Manulife Financial 1999 - 2004
Posternak, Blankstein & Lund, LLP 1996 - 1999
Palmer & Dodge LLP 1993 - 1996
Coopers & Lybrand 1992 - 1993
Skills
Estate Planning, Tax, Financial Advisory, Retirement, Estate Administration, Retirement Planning, Investments
Education
Boston University School of Law 1989 — 1992
J.D., Law
University of Michigan 1984 — 1989
B.A., Economics
Lee Goldberg Lee Goldberg's Coopers & Lybrand Experience April 1988 - September 1990
Job President at Veteran Entrepreneurial Training and Resource Network Inc
Industry Management Consulting
Experience
Veteran Entrepreneurial Training and Resource Network Inc September 2013 - Present
Coeus Management LLC 2012 - Present
Coeus Management September 2011 - February 2013
Getzler Henrich & Associates 2008 - 2012
Resolution Capital Corporation April 1995 - March 2002
The Recovery Group September 1990 - April 1995
Coopers & Lybrand April 1988 - September 1990
Bank of Boston 1980 - 1985
The Stop & Shop Companies September 1974 - June 1976
John Hancock Life Insurance Company (U.S.A.) September 1968 - March 1974
Skills
Restructuring, Bankruptcy, Venture Capital, Real Estate, Corporate Law, Turn Around Management, Due Diligence, Mergers, Financial Modeling, Asset Based Lending, Private Equity, Chapter 11, Financial Analysis, Corporate Finance, Valuation, Middle Market, Finance, Management Consulting, Mergers & Acquisitions, Private Placements, Capital Markets, Acquisition Integration, Management, Investment Banking, Loans, LBO, Financial Structuring, Portfolio Management, Cash Flow, Acquisitions, Debt Restructuring, Business Valuation, Corporate Development, Leveraged Finance, M&A experience, Divestitures, Investments, Structured Finance, Performance Improvement, Credit, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1964 — 1966
MBA in International Finance
Northeastern University
BS in Business Administration, Accounting and Finance
Veteran Entrepreneurial Training and Resource Network Inc September 2013 - Present
Coeus Management LLC 2012 - Present
Coeus Management September 2011 - February 2013
Getzler Henrich & Associates 2008 - 2012
Resolution Capital Corporation April 1995 - March 2002
The Recovery Group September 1990 - April 1995
Coopers & Lybrand April 1988 - September 1990
Bank of Boston 1980 - 1985
The Stop & Shop Companies September 1974 - June 1976
John Hancock Life Insurance Company (U.S.A.) September 1968 - March 1974
Skills
Restructuring, Bankruptcy, Venture Capital, Real Estate, Corporate Law, Turn Around Management, Due Diligence, Mergers, Financial Modeling, Asset Based Lending, Private Equity, Chapter 11, Financial Analysis, Corporate Finance, Valuation, Middle Market, Finance, Management Consulting, Mergers & Acquisitions, Private Placements, Capital Markets, Acquisition Integration, Management, Investment Banking, Loans, LBO, Financial Structuring, Portfolio Management, Cash Flow, Acquisitions, Debt Restructuring, Business Valuation, Corporate Development, Leveraged Finance, M&A experience, Divestitures, Investments, Structured Finance, Performance Improvement, Credit, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1964 — 1966
MBA in International Finance
Northeastern University
BS in Business Administration, Accounting and Finance
Eric Schwarz Eric Schwarz's Coopers & Lybrand Experience 1993 - 1996
Job Principal, Forensic Technology & Discovery Services | Assisting clients with eDiscovery, Forensics & Data Privacy Issues
Industry Legal Services
Experience
Ernst & Young LLP December 2003 - Present
FTI Consulting, Inc 2002 - 2003
Deloitte & Touche 1996 - 2002
Coopers & Lybrand 1993 - 1996
Skills
Litigation Support, Computer Forensics, Forensic Analysis, Expert Witness, Fraud, Enforcement, Investigation, Litigation, Corporate Law, Due Diligence, Evidence, Records Management, Privacy Law, Forensic Accounting, Cybercrime, Legal Compliance, Data Privacy, Information Security, Strategy, Document Review, Legal Advice, Business Valuation, Internal Investigations, Corporate Finance, Document Management, Enterprise Risk..., Litigation Consulting, Corporate Governance, Mergers & Acquisitions
Education
Kellogg School of Management 2012 — 2012
The Soul of Leadership
Boston University Graduate School of Management 1988 — 1990
MBA, Finance, High Honors
Western University 1984 — 1988
BA, Economics, Business
Chinguacousy Secondary School 1979 — 1984
High School Diploma
Ernst & Young LLP December 2003 - Present
FTI Consulting, Inc 2002 - 2003
Deloitte & Touche 1996 - 2002
Coopers & Lybrand 1993 - 1996
Skills
Litigation Support, Computer Forensics, Forensic Analysis, Expert Witness, Fraud, Enforcement, Investigation, Litigation, Corporate Law, Due Diligence, Evidence, Records Management, Privacy Law, Forensic Accounting, Cybercrime, Legal Compliance, Data Privacy, Information Security, Strategy, Document Review, Legal Advice, Business Valuation, Internal Investigations, Corporate Finance, Document Management, Enterprise Risk..., Litigation Consulting, Corporate Governance, Mergers & Acquisitions
Education
Kellogg School of Management 2012 — 2012
The Soul of Leadership
Boston University Graduate School of Management 1988 — 1990
MBA, Finance, High Honors
Western University 1984 — 1988
BA, Economics, Business
Chinguacousy Secondary School 1979 — 1984
High School Diploma
John Bustria's Coopers & Lybrand Experience August 1994 - 1996
Job Head of Internal Audit at Mercury Systems
Industry Defense & Space
Experience
Mercury Systems June 2009 - Present
Mercury Systems 2009 - 2015
Mercury Systems 2009 - 2015
Mercury Systems 2009 - 2015
CFGI March 2008 - June 2009
IBM November 1999 - February 2007
PricewaterhouseCoopers 1997 - October 1999
Coopers & Lybrand August 1994 - 1996
Skills
Internal Controls, SOX, Internal Audit, Risk Assessment, Due Diligence, Enterprise Risk..., Audit, Compliance, IT Audit, Auditing, Process Improvement, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley, External Audit, Financial Risk, Financial Statements, Financial Analysis, Financial Reporting, Assurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
BS, Accounting
Northwest Catholic Highschool 1988 — 1990
Mercury Systems June 2009 - Present
Mercury Systems 2009 - 2015
Mercury Systems 2009 - 2015
Mercury Systems 2009 - 2015
CFGI March 2008 - June 2009
IBM November 1999 - February 2007
PricewaterhouseCoopers 1997 - October 1999
Coopers & Lybrand August 1994 - 1996
Skills
Internal Controls, SOX, Internal Audit, Risk Assessment, Due Diligence, Enterprise Risk..., Audit, Compliance, IT Audit, Auditing, Process Improvement, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley, External Audit, Financial Risk, Financial Statements, Financial Analysis, Financial Reporting, Assurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
BS, Accounting
Northwest Catholic Highschool 1988 — 1990
Scott Payne, PhD, CPA Scott Payne, PhD, CPA's Coopers & Lybrand Experience July 1993 - June 1994
Job Director OIT Finance/Controller at Brigham Young University
Industry Higher Education
Experience
Brigham Young University February 2015 - Present
Brigham Young University February 2006 - February 2015
Brigham Young University October 2003 - February 2006
Emerald Business Technologies January 2003 - December 2003
Keegan, Linscott & Kenon, P.C. January 1999 - January 2003
First Internet Alliance - Tucson June 1997 - January 1999
Naughton's Plumbing Sales Co. January 1995 - June 1997
Coronado Health Services June 1994 - January 1995
Coopers & Lybrand July 1993 - June 1994
Skills
Management, Accounting, Software Documentation, Human Resources, Project Management, Research, Budgets, PeopleSoft, Business Process, Business Process..., Financial Systems Design, Project Coordination, Business Process Design, Business Process..., Large Systems Design, Business Workflows, Quantitative Research, Workflow Management, Communication Skills, Certified Public..., Financial Analysis, Financial Reporting, Financial Statements, CPA, Microsoft Excel, Public Speaking, Leadership, Access, Microsoft Office, Data Analysis
Education
Brigham Young University 2007 — 2014
Doctor of Philosophy (Ph.D.), Marriage, Family, and Human Development
Brigham Young University 2004 — 2006
Master of Science (MS), Marriage and Family Therapy/Counseling
University of Arizona 1990 — 1993
BSBA, Accounting
Brigham Young University February 2015 - Present
Brigham Young University February 2006 - February 2015
Brigham Young University October 2003 - February 2006
Emerald Business Technologies January 2003 - December 2003
Keegan, Linscott & Kenon, P.C. January 1999 - January 2003
First Internet Alliance - Tucson June 1997 - January 1999
Naughton's Plumbing Sales Co. January 1995 - June 1997
Coronado Health Services June 1994 - January 1995
Coopers & Lybrand July 1993 - June 1994
Skills
Management, Accounting, Software Documentation, Human Resources, Project Management, Research, Budgets, PeopleSoft, Business Process, Business Process..., Financial Systems Design, Project Coordination, Business Process Design, Business Process..., Large Systems Design, Business Workflows, Quantitative Research, Workflow Management, Communication Skills, Certified Public..., Financial Analysis, Financial Reporting, Financial Statements, CPA, Microsoft Excel, Public Speaking, Leadership, Access, Microsoft Office, Data Analysis
Education
Brigham Young University 2007 — 2014
Doctor of Philosophy (Ph.D.), Marriage, Family, and Human Development
Brigham Young University 2004 — 2006
Master of Science (MS), Marriage and Family Therapy/Counseling
University of Arizona 1990 — 1993
BSBA, Accounting
Charlene Antonellis's Coopers & Lybrand Experience 1995 - 1997
Job Human Resource Consultant/Insurance Specialist
Industry Insurance
Experience
Antonellis & Associates January 2009 - Present
Antonellis & Associates September 1989 - Present
Cambridge Biomedical 2008 - 2014
Abbott Bioresearch Center 2003 - 2004
New England Pottery 1999 - 1999
The Italian Gourmet 1997 - 1998
Coopers & Lybrand 1995 - 1997
Computervision 1978 - 1989
Skills
Employee Relations, Performance Management, Succession Planning, Benefits, Compensation, Strategic Planning, Coaching, Process Improvement, Team Building, Organizational..., Management Consulting, Change Management, Talent Management, Employee Benefits, Deferred Compensation, HRIS, Human Resources, Leadership, New Business Development, Strategy, Employee Training, Recruiting, Management, Policy, Program Management, Executive Search
Education
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
MBA
Springfield College 1970 — 1971
MEd
Springfield College 1966 — 1970
BS
Antonellis & Associates January 2009 - Present
Antonellis & Associates September 1989 - Present
Cambridge Biomedical 2008 - 2014
Abbott Bioresearch Center 2003 - 2004
New England Pottery 1999 - 1999
The Italian Gourmet 1997 - 1998
Coopers & Lybrand 1995 - 1997
Computervision 1978 - 1989
Skills
Employee Relations, Performance Management, Succession Planning, Benefits, Compensation, Strategic Planning, Coaching, Process Improvement, Team Building, Organizational..., Management Consulting, Change Management, Talent Management, Employee Benefits, Deferred Compensation, HRIS, Human Resources, Leadership, New Business Development, Strategy, Employee Training, Recruiting, Management, Policy, Program Management, Executive Search
Education
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
MBA
Springfield College 1970 — 1971
MEd
Springfield College 1966 — 1970
BS
Robert Barrows's Coopers & Lybrand Experience 1979 - 1983
Job Commercial Real Estate Finance and Accounting Professional
Industry Financial Services
Experience
CW Financial Services LLC 2009 - 2013
The D.L. Saunders Companies 2006 - 2009
A.A. Marini, P.C. 2005 - 2006
Zero Stage Capital 2004 - 2005
The Berkshire Group 1983 - 2003
Coopers & Lybrand 1979 - 1983
Skills
Due Diligence, Banking, Forecasting, Investments, Finance, Private Equity, GAAP, Property Management, Financial Services, Financial Analysis, Real Estate, Portfolio Management, Financial Statements, Acquisitions, Financial Modeling, Commercial Real Estate, Auditing, Financial Reporting, Internal Controls, Variance Analysis, Accounting, Tax, Cash Flow, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
Boston College 1975 — 1979
Bachelor of Science (BS), Accounting
CW Financial Services LLC 2009 - 2013
The D.L. Saunders Companies 2006 - 2009
A.A. Marini, P.C. 2005 - 2006
Zero Stage Capital 2004 - 2005
The Berkshire Group 1983 - 2003
Coopers & Lybrand 1979 - 1983
Skills
Due Diligence, Banking, Forecasting, Investments, Finance, Private Equity, GAAP, Property Management, Financial Services, Financial Analysis, Real Estate, Portfolio Management, Financial Statements, Acquisitions, Financial Modeling, Commercial Real Estate, Auditing, Financial Reporting, Internal Controls, Variance Analysis, Accounting, Tax, Cash Flow, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
Boston College 1975 — 1979
Bachelor of Science (BS), Accounting
Richard Vasek's Coopers & Lybrand Experience 1987 - 1991
Job CFO, VPFinance at Rockford Corporation
Industry Consumer Electronics
Experience
Rockford Corporation 2004 - Present
TTI Floor Care North America 2003 - 2004
Royal Appliance Mfg Co 1991 - 2004
Coopers & Lybrand 1987 - 1991
Skills
Marketing, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Development, Marketing Strategy, Sarbanes-Oxley Act, Contract Negotiation, Competitive Analysis, Income Statement, Product Development, Forecasting, Business Strategy, New Business Development, Financial Analysis, Strategic Partnerships, Consumer Electronics, Management, Team Building, Cash Management, Product Launch, SEC filings, Product Management, Manufacturing, Pricing, Executive Management, Operations Management, Internal Controls, Sales Operations, Strategic Planning, Negotiation, Process Improvement, Account Management, Sales, Business Planning, Financial Reporting, Sales Management, P&L Management, B2B, Product Marketing, Budgets, Start-ups, Trade Shows, Retail, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
EMBA
Bowling Green State University 1983 — 1987
Rockford Corporation 2004 - Present
TTI Floor Care North America 2003 - 2004
Royal Appliance Mfg Co 1991 - 2004
Coopers & Lybrand 1987 - 1991
Skills
Marketing, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Development, Marketing Strategy, Sarbanes-Oxley Act, Contract Negotiation, Competitive Analysis, Income Statement, Product Development, Forecasting, Business Strategy, New Business Development, Financial Analysis, Strategic Partnerships, Consumer Electronics, Management, Team Building, Cash Management, Product Launch, SEC filings, Product Management, Manufacturing, Pricing, Executive Management, Operations Management, Internal Controls, Sales Operations, Strategic Planning, Negotiation, Process Improvement, Account Management, Sales, Business Planning, Financial Reporting, Sales Management, P&L Management, B2B, Product Marketing, Budgets, Start-ups, Trade Shows, Retail, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
EMBA
Bowling Green State University 1983 — 1987
Richard Pardo's Coopers & Lybrand Experience 1982 - 1990
Job Senior Manager, Infrastructure Services at Weill Cornell Medical College
Industry Information Technology and Services
Experience
Weill Cornell Medical College March 2013 - Present
Lord, Abbett & Co. LLC November 2005 - August 2012
Mellon HR & Investor Solutions (previously PwC) 2002 - 2005
Pricewaterhousecoopers 1990 - June 2002
Coopers & Lybrand 1982 - 1990
Skills
Vendor Management, Disaster Recovery, Process Improvement, IT Strategy, SDLC, ITIL, Troubleshooting, Program Management, Change Management, Enterprise Architecture, Project Management, Business Process..., Business Analysis, Requirements Analysis, IT Management, Data Center, Outsourcing
Education
Boston University
Columbia University in the City of New York
Gettysburg College
Weill Cornell Medical College March 2013 - Present
Lord, Abbett & Co. LLC November 2005 - August 2012
Mellon HR & Investor Solutions (previously PwC) 2002 - 2005
Pricewaterhousecoopers 1990 - June 2002
Coopers & Lybrand 1982 - 1990
Skills
Vendor Management, Disaster Recovery, Process Improvement, IT Strategy, SDLC, ITIL, Troubleshooting, Program Management, Change Management, Enterprise Architecture, Project Management, Business Process..., Business Analysis, Requirements Analysis, IT Management, Data Center, Outsourcing
Education
Boston University
Columbia University in the City of New York
Gettysburg College
Nick Chunias's Coopers & Lybrand Experience July 1988 - July 1993
Job Inbound Marketing Expert & Consultant
Industry Management Consulting
Experience
Inbound365.com 2011 - Present
Healthy Products 2010 - 2011
Internet Retailer of Health Related Products March 1999 - October 2010
Investors Bank & Trust July 1993 - February 1999
Coopers & Lybrand July 1988 - July 1993
Skills
Marketing Strategy, Online Marketing, SEO, Social Networking, Social Media, Optimization, Business Strategy, Business Analysis, Financial Analysis, Mergers, Acquisition Analysis, Strategic Planning, Operations Management, Change Management, Inventory Management, Logistics, Purchasing, Team Management, Contract Negotiation, Financial Reporting, E-commerce, Writing, Wordpress
Education
Boston University Questrom School of Business 1987 — 1988
BSBA, Accounting
Inbound365.com 2011 - Present
Healthy Products 2010 - 2011
Internet Retailer of Health Related Products March 1999 - October 2010
Investors Bank & Trust July 1993 - February 1999
Coopers & Lybrand July 1988 - July 1993
Skills
Marketing Strategy, Online Marketing, SEO, Social Networking, Social Media, Optimization, Business Strategy, Business Analysis, Financial Analysis, Mergers, Acquisition Analysis, Strategic Planning, Operations Management, Change Management, Inventory Management, Logistics, Purchasing, Team Management, Contract Negotiation, Financial Reporting, E-commerce, Writing, Wordpress
Education
Boston University Questrom School of Business 1987 — 1988
BSBA, Accounting
Paul Woods's Coopers & Lybrand Experience 1989 - 1995
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust December 1995 - July 2007
Coopers & Lybrand 1989 - 1995
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MSF, Finance
Suffolk University 1986 — 1989
BSBA, Accounting
State Street July 2007 - Present
Investors Bank & Trust December 1995 - July 2007
Coopers & Lybrand 1989 - 1995
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MSF, Finance
Suffolk University 1986 — 1989
BSBA, Accounting
Peter Nawrocki's Coopers & Lybrand Experience 1985 - 1989
Job Principal at NorthStar Management Partners, LLC
Industry Management Consulting
Experience
Pathlight Capital, LLC May 2015 - Present
NorthStar Management Partners, LLC June 2009 - May 2015
Transitional Strategies, Inc. August 2005 - May 2009
Deloitte - Financial Advisory Services 2000 - 2005
Boston Management Advisors 1993 - 2000
The Recovery Group 1990 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1989
Coopers & Lybrand 1985 - 1989
Skills
Private Equity, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Management Consulting, Strategy, Managerial Finance, Restructuring, Corporate Finance, Mergers & Acquisitions, Corporate Development, Financial Accounting, Financial Reporting, Business Valuation, Accounting, Finance, M&A experience, Management, Financial Services, Venture Capital, Divestitures, Internal Controls, Business Planning, Consulting, Executive Management, Start-ups, Acquisition Integration, SEC filings
Education
Northeastern University 1984 — 1985
MS/MBA, Accounting
Bowdoin College 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
Milton Academy 1977 — 1979
Pathlight Capital, LLC May 2015 - Present
NorthStar Management Partners, LLC June 2009 - May 2015
Transitional Strategies, Inc. August 2005 - May 2009
Deloitte - Financial Advisory Services 2000 - 2005
Boston Management Advisors 1993 - 2000
The Recovery Group 1990 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1989
Coopers & Lybrand 1985 - 1989
Skills
Private Equity, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Management Consulting, Strategy, Managerial Finance, Restructuring, Corporate Finance, Mergers & Acquisitions, Corporate Development, Financial Accounting, Financial Reporting, Business Valuation, Accounting, Finance, M&A experience, Management, Financial Services, Venture Capital, Divestitures, Internal Controls, Business Planning, Consulting, Executive Management, Start-ups, Acquisition Integration, SEC filings
Education
Northeastern University 1984 — 1985
MS/MBA, Accounting
Bowdoin College 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
Milton Academy 1977 — 1979
Donna Rogers's Coopers & Lybrand Experience 1988 - 1994
Job Managing Director at Foreside Compliance Services LLC
Industry Financial Services
Experience
Foreside Compliance Services LLC January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust Co. 1994 - 2007
Coopers & Lybrand 1988 - 1994
PricewaterhouseCoopers (previously Coopers & Lybrand) 1988 - 1994
Education
Boston College 1984 — 1988
BS, Accounting
Foreside Compliance Services LLC January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust Co. 1994 - 2007
Coopers & Lybrand 1988 - 1994
PricewaterhouseCoopers (previously Coopers & Lybrand) 1988 - 1994
Education
Boston College 1984 — 1988
BS, Accounting
Judi Stillman's Coopers & Lybrand Experience 1992 - 1995
Job SVP, Accounting at AR Capital
Industry Real Estate
Experience
AR Capital July 2010 - Present
E-Duction August 2006 - July 2010
American Financial Realty February 2004 - August 2006
E-Duction February 2001 - February 2004
CDnow, Inc. March 1999 - February 2001
Themedics Detection October 1996 - February 1999
Coopers & Lybrand 1992 - 1995
Education
Northeastern University 1988 — 1992
Brandeis University 1987 — 1991
BA, Economics
AR Capital July 2010 - Present
E-Duction August 2006 - July 2010
American Financial Realty February 2004 - August 2006
E-Duction February 2001 - February 2004
CDnow, Inc. March 1999 - February 2001
Themedics Detection October 1996 - February 1999
Coopers & Lybrand 1992 - 1995
Education
Northeastern University 1988 — 1992
Brandeis University 1987 — 1991
BA, Economics
Deborah Simcox's Coopers & Lybrand Experience August 1984 - June 1987
Job Independent Real Estate Professional
Industry Real Estate
Experience
Silvercreek Realty Group May 2000 - Present
Ore-Ida Foods December 1996 - April 1998
Ore-Ida Foods August 1991 - December 1996
Ore-Ida Foods July 1987 - August 1991
Coopers & Lybrand August 1984 - June 1987
Education
Boise State University 1981 — 1984
BA, Accounting
Silvercreek Realty Group May 2000 - Present
Ore-Ida Foods December 1996 - April 1998
Ore-Ida Foods August 1991 - December 1996
Ore-Ida Foods July 1987 - August 1991
Coopers & Lybrand August 1984 - June 1987
Education
Boise State University 1981 — 1984
BA, Accounting
Stephanie Katz's Coopers & Lybrand Experience 1985 - 1990
Job Owner, CETA Benefit Consulting Group, LLC
Industry Human Resources
Experience
KnowledgeBank 2003 - Present
CETA Benefit Consulting Group, LLC 1997 - Present
Arnold & Porter LLP November 2008 - February 2012
Public Company Accounting Oversight Board 2008 - 2009
Stanley, Inc. 2008 - 2008
Howrey LLP 2003 - 2005
ADP Benefit Services 1995 - 1997
T. Rowe Price 1994 - 1995
Ernst & Young 1990 - 1994
Coopers & Lybrand 1985 - 1990
Skills
Insurance, Employee Benefits, Employee Relations, Strategic Planning, Organizational..., Mergers, Acquisition Integration, HR Consulting, HR Strategy, Retirement Planning, Retirement Plans, Retirement Services, Health Insurance, Long Term Care, 401k, Defined Benefit, Pre-Paid Legal, Term Life Insurance, Disability Insurance, Project Planning, Long-term Care, Retirement, Personnel Management, Benefits Administration, Management, Leadership, Human Resources, Consulting, Life Insurance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Insurance
Brandeis University 1982 — 1985
BA, Psychology, Education
Newman 1978 — 1982
Kehoe-France 1970 — 1978
KnowledgeBank 2003 - Present
CETA Benefit Consulting Group, LLC 1997 - Present
Arnold & Porter LLP November 2008 - February 2012
Public Company Accounting Oversight Board 2008 - 2009
Stanley, Inc. 2008 - 2008
Howrey LLP 2003 - 2005
ADP Benefit Services 1995 - 1997
T. Rowe Price 1994 - 1995
Ernst & Young 1990 - 1994
Coopers & Lybrand 1985 - 1990
Skills
Insurance, Employee Benefits, Employee Relations, Strategic Planning, Organizational..., Mergers, Acquisition Integration, HR Consulting, HR Strategy, Retirement Planning, Retirement Plans, Retirement Services, Health Insurance, Long Term Care, 401k, Defined Benefit, Pre-Paid Legal, Term Life Insurance, Disability Insurance, Project Planning, Long-term Care, Retirement, Personnel Management, Benefits Administration, Management, Leadership, Human Resources, Consulting, Life Insurance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Insurance
Brandeis University 1982 — 1985
BA, Psychology, Education
Newman 1978 — 1982
Kehoe-France 1970 — 1978
Sue Landis's Coopers & Lybrand Experience November 1981 - February 1984
Job Sr. Consultant at Ruhter & Reynolds
Industry Research
Experience
Ruhter & Reynolds Research ConsultantSartain & CompanyAugust 1987 - March 1998
Touche Ross February 1984 - July 1987
Coopers & Lybrand November 1981 - February 1984
Education
Boston University 1971 — 1973
Ruhter & Reynolds Research ConsultantSartain & CompanyAugust 1987 - March 1998
Touche Ross February 1984 - July 1987
Coopers & Lybrand November 1981 - February 1984
Education
Boston University 1971 — 1973
Marilyn Eisele's Coopers & Lybrand Experience 1979 - 1994
Job President at NDI Medical; Board Member at Morgan's Foods, Inc.
Industry Medical Devices
Experience
NDI Medical July 2012 - Present
Morgan's Foods, Inc. 2010 - Present
The PDI Group April 2011 - April 2012
Five Star Technologies, Inc. August 2002 - May 2011
NE Ohio December 2000 - August 2002
Everstream, Inc. April 2000 - November 2000
Complient Corporation July 1998 - March 2000
DIY Home Warehouse, Inc. August 1994 - August 1998
Coopers & Lybrand 1979 - 1994
Skills
Start-up Ventures, Strategic Planning, Business Strategy, Business Planning, Business Process, ERP, Inventory, Financial Transactions, Fundraising, Debt Restructuring, New Business..., Profit Maximization, Profitable Growth, Board of Director..., Public Companies, Advanced Materials, Driving and Managing..., Interim Management, Performance Management, Performance Improvement
Education
Bowling Green State University 1975 — 1979
Bachelor of Science (BS), Accounting and Business/Management
Oakwood High School
NDI Medical July 2012 - Present
Morgan's Foods, Inc. 2010 - Present
The PDI Group April 2011 - April 2012
Five Star Technologies, Inc. August 2002 - May 2011
NE Ohio December 2000 - August 2002
Everstream, Inc. April 2000 - November 2000
Complient Corporation July 1998 - March 2000
DIY Home Warehouse, Inc. August 1994 - August 1998
Coopers & Lybrand 1979 - 1994
Skills
Start-up Ventures, Strategic Planning, Business Strategy, Business Planning, Business Process, ERP, Inventory, Financial Transactions, Fundraising, Debt Restructuring, New Business..., Profit Maximization, Profitable Growth, Board of Director..., Public Companies, Advanced Materials, Driving and Managing..., Interim Management, Performance Management, Performance Improvement
Education
Bowling Green State University 1975 — 1979
Bachelor of Science (BS), Accounting and Business/Management
Oakwood High School
Kelly Hibbs's Coopers & Lybrand Experience December 1991 - May 1996
Job VP & Controller at Boise Cascade
Industry Building Materials
Experience
Boise Cascade February 2011 - Present
Boise Cascade February 2008 - April 2011
Boise Cascade May 1996 - February 2008
Coopers & Lybrand December 1991 - May 1996
Skills
Forecasting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Process Improvement, Budgets, Internal Audit, Internal Controls, Payroll, Strategic Financial..., Strategic Planning, GAAP, Analysis, Financial Accounting, US GAAP, Manufacturing, SEC filings, Microsoft Excel
Education
Boise State University 1989 — 1991
Bachelor of Arts (BA), Accounting
Treasure Valley Community College 1984 — 1986
Associate's degree, Business/Commerce, General
Boise Cascade February 2011 - Present
Boise Cascade February 2008 - April 2011
Boise Cascade May 1996 - February 2008
Coopers & Lybrand December 1991 - May 1996
Skills
Forecasting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Process Improvement, Budgets, Internal Audit, Internal Controls, Payroll, Strategic Financial..., Strategic Planning, GAAP, Analysis, Financial Accounting, US GAAP, Manufacturing, SEC filings, Microsoft Excel
Education
Boise State University 1989 — 1991
Bachelor of Arts (BA), Accounting
Treasure Valley Community College 1984 — 1986
Associate's degree, Business/Commerce, General
Alicia Pantaleo's Coopers & Lybrand Experience September 1992 - August 1996
Job Assistant Controller at Regeneron Pharmaceuticals
Industry Biotechnology
Experience
Regeneron Pharmaceuticals May 1999 - Present
Cadus Pharmaceuticals, Inc. August 1996 - May 1999
Coopers & Lybrand September 1992 - August 1996
Skills
Pharmaceutical Industry
Education
Boston College 1988 — 1992
Regeneron Pharmaceuticals May 1999 - Present
Cadus Pharmaceuticals, Inc. August 1996 - May 1999
Coopers & Lybrand September 1992 - August 1996
Skills
Pharmaceutical Industry
Education
Boston College 1988 — 1992
Ethel Pappas's Coopers & Lybrand Experience 1990 - 1993
Job AVP, Director of Corporate Audit at The TJX Companies
Industry Retail
Experience
The TJX Companies 2009 - Present
The TJX Companies 2007 - 2009
The TJX Companies 1995 - 2007
BJ's Wholesale Club 1994 - 1995
Coopers & Lybrand 1990 - 1993
Education
Boston University - School of Management 1986 — 1990
BSBA, Accounting
Boston Latin School 1982 — 1986
The TJX Companies 2009 - Present
The TJX Companies 2007 - 2009
The TJX Companies 1995 - 2007
BJ's Wholesale Club 1994 - 1995
Coopers & Lybrand 1990 - 1993
Education
Boston University - School of Management 1986 — 1990
BSBA, Accounting
Boston Latin School 1982 — 1986
Ben Montenegro's Coopers & Lybrand Experience September 1985 - June 1989
Job Experienced and Effective Business Operations Leader
Industry Consumer Electronics
Experience
Cue Acoustics June 2008 - February 2009
Bose Corporation September 2004 - July 2007
Bose Corporation September 1999 - August 2004
Corporate Software & Technology September 1996 - August 1999
BJ's Wholesale Club May 1994 - August 1996
BJ's Wholesale Club June 1991 - May 1994
Bull Information Systems July 1989 - June 1991
Coopers & Lybrand September 1985 - June 1989
Education
Boston College 1981 — 1985
BS, Accounting
Ashland High School
Cue Acoustics June 2008 - February 2009
Bose Corporation September 2004 - July 2007
Bose Corporation September 1999 - August 2004
Corporate Software & Technology September 1996 - August 1999
BJ's Wholesale Club May 1994 - August 1996
BJ's Wholesale Club June 1991 - May 1994
Bull Information Systems July 1989 - June 1991
Coopers & Lybrand September 1985 - June 1989
Education
Boston College 1981 — 1985
BS, Accounting
Ashland High School
Hollie Ward's Coopers & Lybrand Experience September 1996 - May 1997
Job HR Director at CIGNA HealthCare
Industry Insurance
Experience
CIGNA 2008 - Present
Cigna 2005 - 2007
Cigna 2000 - 2003
CIGNA January 1998 - January 2000
Coopers & Lybrand September 1996 - May 1997
Skills
Performance Management, Onboarding, Management, Insurance, Human Resources, Succession Planning, Change Management, Talent Management, Leadership Development
Education
Teachers College of Columbia University 1996 — 1998
MA, Organizational Psychology
Boston College 1992 — 1996
CIGNA 2008 - Present
Cigna 2005 - 2007
Cigna 2000 - 2003
CIGNA January 1998 - January 2000
Coopers & Lybrand September 1996 - May 1997
Skills
Performance Management, Onboarding, Management, Insurance, Human Resources, Succession Planning, Change Management, Talent Management, Leadership Development
Education
Teachers College of Columbia University 1996 — 1998
MA, Organizational Psychology
Boston College 1992 — 1996
Pablo Maurelia's Coopers & Lybrand Experience January 1996 - January 1997
Job Business Planning Manager
Industry Information Technology and Services
Experience
U.S. Cellular August 2015 - Present
Hyatt Hotels Corporation August 2014 - July 2015
Travel Express Aviation January 2012 - January 2014
National Association of Realtors, RAMCO July 2010 - December 2011
National Association of Realtors March 2007 - August 2010
National Association of Realtors March 2003 - March 2007
National Association of Realtors July 1999 - March 2003
Bekins Van Lines January 1997 - January 1999
Coopers & Lybrand January 1996 - January 1997
Skills
Web Development, HTML, Linux, Windows, Program Management, Java, PHP, PowerBuilder, Photoshop, Dreamweaver, XML, Web Services, FlashBuilder, Flex Builder, Atlassian JIRA, Atlassian Confluence, Software Documentation, Management, Leadership, Software Development, Microsoft SQL Server, SaaS, IT Management, JavaScript, Oracle, E-commerce, Web Applications, Testing, Quality Assurance, SDLC, Process Improvement, Databases, SharePoint, Strategy, Enterprise Software, Outsourcing, Integration, IT Strategy, Troubleshooting
Education
Bradley University 1990 — 1994
BS, Computer Information Systems/Business Administration
U.S. Cellular August 2015 - Present
Hyatt Hotels Corporation August 2014 - July 2015
Travel Express Aviation January 2012 - January 2014
National Association of Realtors, RAMCO July 2010 - December 2011
National Association of Realtors March 2007 - August 2010
National Association of Realtors March 2003 - March 2007
National Association of Realtors July 1999 - March 2003
Bekins Van Lines January 1997 - January 1999
Coopers & Lybrand January 1996 - January 1997
Skills
Web Development, HTML, Linux, Windows, Program Management, Java, PHP, PowerBuilder, Photoshop, Dreamweaver, XML, Web Services, FlashBuilder, Flex Builder, Atlassian JIRA, Atlassian Confluence, Software Documentation, Management, Leadership, Software Development, Microsoft SQL Server, SaaS, IT Management, JavaScript, Oracle, E-commerce, Web Applications, Testing, Quality Assurance, SDLC, Process Improvement, Databases, SharePoint, Strategy, Enterprise Software, Outsourcing, Integration, IT Strategy, Troubleshooting
Education
Bradley University 1990 — 1994
BS, Computer Information Systems/Business Administration
Paul Schneider's Coopers & Lybrand Experience June 1992 - September 1997
Job Vice President Patient and Market Access at Aegerion Pharmaceuticals
Industry Biotechnology
Experience
Aegerion Pharmaceuticals May 2013 - Present
Aegerion Pharma. July 2011 - May 2013
Systagenix Wound Management April 2009 - July 2011
Flexion Development Partners, Inc December 2008 - April 2009
Innovative Spinal Technologies July 2008 - April 2009
Intelligent Medical Devices November 2008 - January 2009
AVEO Pharmaceuticals February 2008 - April 2008
Shire Human Genetic Therapies August 2005 - January 2008
Transkaryotic Therapies September 1997 - July 2005
Coopers & Lybrand June 1992 - September 1997
Skills
Forecasting, Cross-functional Team..., Accounting, Budgets, Finance, Corporate Finance, SEC filings, Strategic Planning, Management, Project Management, Accounts Payable, Sarbanes-Oxley, Financial Reporting, Managed Care, Leadership, Lifesciences, Product Launch, Financial Analysis, Biotechnology, Pharmaceutical Industry, Medical Devices, Start-ups, Healthcare, Auditing, Executive Management, Life Sciences, SEC Filings, Sarbanes-Oxley Act
Education
Boston College 1988 — 1992
BS, Accounting
St. Joseph's Preparatory School 1984 — 1988
Aegerion Pharmaceuticals May 2013 - Present
Aegerion Pharma. July 2011 - May 2013
Systagenix Wound Management April 2009 - July 2011
Flexion Development Partners, Inc December 2008 - April 2009
Innovative Spinal Technologies July 2008 - April 2009
Intelligent Medical Devices November 2008 - January 2009
AVEO Pharmaceuticals February 2008 - April 2008
Shire Human Genetic Therapies August 2005 - January 2008
Transkaryotic Therapies September 1997 - July 2005
Coopers & Lybrand June 1992 - September 1997
Skills
Forecasting, Cross-functional Team..., Accounting, Budgets, Finance, Corporate Finance, SEC filings, Strategic Planning, Management, Project Management, Accounts Payable, Sarbanes-Oxley, Financial Reporting, Managed Care, Leadership, Lifesciences, Product Launch, Financial Analysis, Biotechnology, Pharmaceutical Industry, Medical Devices, Start-ups, Healthcare, Auditing, Executive Management, Life Sciences, SEC Filings, Sarbanes-Oxley Act
Education
Boston College 1988 — 1992
BS, Accounting
St. Joseph's Preparatory School 1984 — 1988
Adam Shuster's Coopers & Lybrand Experience 1986 - 1989
Job Chief Financial Officer at American Lung Association of the Northeast
Industry Nonprofit Organization Management
Experience
American Lung Association of the Northeast September 2013 - Present
Easter Seals Massachusetts, Inc. March 2003 - September 2013
AmeriSource (James Brudnick Company) January 1996 - January 2003
New England Funds, L.P. 1992 - 1995
Massachusetts Financial Services (MFS) 1989 - 1992
Coopers & Lybrand 1986 - 1989
Skills
Financial Analysis, Budgets, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Finance, Managerial Finance, Auditing, Microsoft Excel, Analysis, Cash Management, Process Improvement, Strategic Financial..., General Ledger, Internal Controls, Financial Statements, Financial Planning, Cash Flow
Education
Boston University - School of Management 1990 — 1995
MBA
Boston University Questrom School of Business 1982 — 1986
BSBA, Accounting
American Lung Association of the Northeast September 2013 - Present
Easter Seals Massachusetts, Inc. March 2003 - September 2013
AmeriSource (James Brudnick Company) January 1996 - January 2003
New England Funds, L.P. 1992 - 1995
Massachusetts Financial Services (MFS) 1989 - 1992
Coopers & Lybrand 1986 - 1989
Skills
Financial Analysis, Budgets, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Finance, Managerial Finance, Auditing, Microsoft Excel, Analysis, Cash Management, Process Improvement, Strategic Financial..., General Ledger, Internal Controls, Financial Statements, Financial Planning, Cash Flow
Education
Boston University - School of Management 1990 — 1995
MBA
Boston University Questrom School of Business 1982 — 1986
BSBA, Accounting
Jon Sutherland's Coopers & Lybrand Experience May 1996 - October 1997
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 1997 - Present
Coopers & Lybrand May 1996 - October 1997
Mass Mutual 1990 - 1996
Education
Boston University 1972 — 1976
BS, Communication
Fidelity Investments October 1997 - Present
Coopers & Lybrand May 1996 - October 1997
Mass Mutual 1990 - 1996
Education
Boston University 1972 — 1976
BS, Communication
Vicki Leonard's Coopers & Lybrand Experience May 1989 - April 1993
Job Sr. Manager Sales Operations at Oracle
Industry Consumer Services
Experience
Oracle February 2014 - Present
Oracle May 2010 - February 2014
Airvana June 2009 - May 2010
Sycamore Networks June 2007 - April 2009
Dassault Systemes November 2004 - May 2007
Sycamore Networks June 2000 - August 2004
eMed Technologies January 1997 - 2000
Discreet Logic April 1994 - October 1997
Steinbrecher Corportion (acquired by Telabs) 1994 - 1997
Coopers & Lybrand May 1989 - April 1993
Skills
Oracle Implementations, Order to Cash, Oracle Order Management, Order Fulfillment, Order Management, Revenue Recognition, Oracle Applications, Product Lifecycle..., Professional Services, ERP, Cross-functional Team..., Product Management, Salesforce.com, Sarbanes-Oxley Act, Sales Operations, Customer Satisfaction, Start-ups, Telecommunications, Pre-sales
Education
Boston University 1985 — 1989
Bachelor of Arts (B.A.), Communications
Oracle February 2014 - Present
Oracle May 2010 - February 2014
Airvana June 2009 - May 2010
Sycamore Networks June 2007 - April 2009
Dassault Systemes November 2004 - May 2007
Sycamore Networks June 2000 - August 2004
eMed Technologies January 1997 - 2000
Discreet Logic April 1994 - October 1997
Steinbrecher Corportion (acquired by Telabs) 1994 - 1997
Coopers & Lybrand May 1989 - April 1993
Skills
Oracle Implementations, Order to Cash, Oracle Order Management, Order Fulfillment, Order Management, Revenue Recognition, Oracle Applications, Product Lifecycle..., Professional Services, ERP, Cross-functional Team..., Product Management, Salesforce.com, Sarbanes-Oxley Act, Sales Operations, Customer Satisfaction, Start-ups, Telecommunications, Pre-sales
Education
Boston University 1985 — 1989
Bachelor of Arts (B.A.), Communications
John A. McCabe's Coopers & Lybrand Experience 1989 - 1991
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Jeri Danner's Coopers & Lybrand Experience 1985 - 1987
Job Consultant at Encore Health Resources
Industry Hospital & Health Care
Experience
Encore Health Resources August 2010 - Present
IBM - Strategy and Change Healthcare Solutions 2005 - 2010
Healthlink, Inc. 2003 - 2005
Hayes Management Consulting, Inc., Newton, MA 1999 - 2003
CareGroup, Boston, MA 1996 - 1999
Harvard Pilgrim Health Care 1987 - 1996
Coopers & Lybrand 1985 - 1987
Milton Medical Center 1982 - 1985
Skills
Strategic and..., - Program/Project..., System Implementation, Process Redesign,..., - Relationship..., Staff Mentoring and..., Group Facilitation, Customer Focus, Application Integration, EHR, Revenue Cycle, Epic Systems, EMR, Healthcare Consulting, Healthcare Information..., Consulting, Strategy, Management, Hospitals, Healthcare, Program Management, SDLC, Leadership, Informatics, CPOE, Project Management, Ambulatory, Process Improvement
Education
Boston University
MPH
Northeastern University
RHIA, Health Information Administration
University of Wisconsin-Madison
BA, American Studies
Encore Health Resources August 2010 - Present
IBM - Strategy and Change Healthcare Solutions 2005 - 2010
Healthlink, Inc. 2003 - 2005
Hayes Management Consulting, Inc., Newton, MA 1999 - 2003
CareGroup, Boston, MA 1996 - 1999
Harvard Pilgrim Health Care 1987 - 1996
Coopers & Lybrand 1985 - 1987
Milton Medical Center 1982 - 1985
Skills
Strategic and..., - Program/Project..., System Implementation, Process Redesign,..., - Relationship..., Staff Mentoring and..., Group Facilitation, Customer Focus, Application Integration, EHR, Revenue Cycle, Epic Systems, EMR, Healthcare Consulting, Healthcare Information..., Consulting, Strategy, Management, Hospitals, Healthcare, Program Management, SDLC, Leadership, Informatics, CPOE, Project Management, Ambulatory, Process Improvement
Education
Boston University
MPH
Northeastern University
RHIA, Health Information Administration
University of Wisconsin-Madison
BA, American Studies
Andy Flaster's Coopers & Lybrand Experience August 1983 - October 1987
Job Managing Partner and Chief Operating Officer at Volition Capital
Industry Venture Capital & Private Equity
Experience
Volition Capital January 2010 - Present
Fidelity Private Equity November 2005 - December 2009
Fidelity Ventures September 2000 - December 2009
Thomas H. Lee Partners 1989 - 2000
Corcoran Jennison 1987 - 1989
Coopers & Lybrand August 1983 - October 1987
Skills
Venture Capital, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Masters, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Accounting, minor in Finance
Loomis Chafee 1975 — 1979
Volition Capital January 2010 - Present
Fidelity Private Equity November 2005 - December 2009
Fidelity Ventures September 2000 - December 2009
Thomas H. Lee Partners 1989 - 2000
Corcoran Jennison 1987 - 1989
Coopers & Lybrand August 1983 - October 1987
Skills
Venture Capital, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Masters, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Accounting, minor in Finance
Loomis Chafee 1975 — 1979
John Rijo's Coopers & Lybrand Experience 1992 - 1995
Job Principal at Stairway Capital
Industry Investment Management
Experience
Stairway Capital 2006 - Present
RAS Management Advisors 1999 - 2006
The Walt Disney Company 1995 - 1997
Coopers & Lybrand 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA
Boston College 1988 — 1992
Stairway Capital 2006 - Present
RAS Management Advisors 1999 - 2006
The Walt Disney Company 1995 - 1997
Coopers & Lybrand 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA
Boston College 1988 — 1992
Kerri-Ann Millar's Coopers & Lybrand Experience 1992 - 1997
Job Finance at Curis
Industry Biotechnology
Experience
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Colleen J. Ruyter's Coopers & Lybrand Experience September 1997 - August 1998
Job Director of Tax Americas at APL
Industry Maritime
Experience
APL November 2009 - Present
eTelecare Global Solutions November 2006 - November 2009
PricewaterhouseCoopers August 1998 - November 2006
Coopers & Lybrand September 1997 - August 1998
Education
Brigham Young University
MACC, Accounting - Tax
APL November 2009 - Present
eTelecare Global Solutions November 2006 - November 2009
PricewaterhouseCoopers August 1998 - November 2006
Coopers & Lybrand September 1997 - August 1998
Education
Brigham Young University
MACC, Accounting - Tax
Veenita Rao, CPA's Coopers & Lybrand Experience 1993 - 1998
Job Manager of Corporate Accounting at Bruker Corporation
Industry Accounting
Experience
Bruker Corporation January 2013 - Present
Various July 2011 - August 2012
Raytheon January 2010 - May 2011
Barzel Industries, Inc. August 2008 - November 2009
Abiomed, Inc. June 2007 - July 2008
IASIS Healthcare 2001 - 2007
Fidelity Investments 1998 - 2001
Coopers & Lybrand 1993 - 1998
Skills
Financial Reporting, IFRS, SOX, Process Improvement, Financial Analysis, Accounting, Budgeting, SAP, Forecasting, Compliance, Strategic Planning, Consolidation, SEC reporting, US GAAP, Hyperion, Sarbanes-Oxley Act, SEC filings, Hyperion Enterprise, Revenue Recognition, SEC Filings
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Bruker Corporation January 2013 - Present
Various July 2011 - August 2012
Raytheon January 2010 - May 2011
Barzel Industries, Inc. August 2008 - November 2009
Abiomed, Inc. June 2007 - July 2008
IASIS Healthcare 2001 - 2007
Fidelity Investments 1998 - 2001
Coopers & Lybrand 1993 - 1998
Skills
Financial Reporting, IFRS, SOX, Process Improvement, Financial Analysis, Accounting, Budgeting, SAP, Forecasting, Compliance, Strategic Planning, Consolidation, SEC reporting, US GAAP, Hyperion, Sarbanes-Oxley Act, SEC filings, Hyperion Enterprise, Revenue Recognition, SEC Filings
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Debi Hessel's Coopers & Lybrand Experience January 1988 - September 1996
Job Vice President, Client Management
Industry Outsourcing/Offshoring
Experience
Xerox Business Services May 2005 - Present
Mellon HR Solutions January 2002 - May 2005
PricewaterhouseCoopers (formerly Coopers & Lybrand) October 1996 - December 2001
Coopers & Lybrand January 1988 - September 1996
Skills
Vendor Management, Outsourcing, Employee Benefits, Service Delivery, Process Improvement, BPO
Education
Union College 1982 — 1984
MBA, Health Systems Administration
Brandeis University 1978 — 1982
BA, Sociology, Economics
Xerox Business Services May 2005 - Present
Mellon HR Solutions January 2002 - May 2005
PricewaterhouseCoopers (formerly Coopers & Lybrand) October 1996 - December 2001
Coopers & Lybrand January 1988 - September 1996
Skills
Vendor Management, Outsourcing, Employee Benefits, Service Delivery, Process Improvement, BPO
Education
Union College 1982 — 1984
MBA, Health Systems Administration
Brandeis University 1978 — 1982
BA, Sociology, Economics
Tom Griffin's Coopers & Lybrand Experience April 1988 - June 1992
Job Sr. Technology Director at Epsilon
Industry Marketing and Advertising
Experience
Epsilon June 2014 - Present
Blackbaud April 2011 - May 2014
Merkle, Inc. November 2004 - March 2011
Optas, Inc 2000 - 2004
Epsilon 1992 - 2000
Coopers & Lybrand April 1988 - June 1992
Skills
CRM, Segmentation, Management, Fundraising, Database Marketing, Analytics, Databases, Business Intelligence, Data Warehousing, Project Planning, SQL, Business Analysis, Enterprise Software, Data Modeling, Data Analysis, Software Project..., Vendor Management, Email Marketing, Strategy
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA
Bridgewater State College 1983 — 1987
BS
Epsilon June 2014 - Present
Blackbaud April 2011 - May 2014
Merkle, Inc. November 2004 - March 2011
Optas, Inc 2000 - 2004
Epsilon 1992 - 2000
Coopers & Lybrand April 1988 - June 1992
Skills
CRM, Segmentation, Management, Fundraising, Database Marketing, Analytics, Databases, Business Intelligence, Data Warehousing, Project Planning, SQL, Business Analysis, Enterprise Software, Data Modeling, Data Analysis, Software Project..., Vendor Management, Email Marketing, Strategy
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA
Bridgewater State College 1983 — 1987
BS
Jerome Gienger's Coopers & Lybrand Experience September 1981 - January 1991
Job Member at HarperHofer & Associates, LLC
Industry Accounting
Experience
HarperHofer & Associates February 2011 - Present
CBIZ ATA Colorado December 1997 - January 2011
Shenkin Kurtz Baker & Company December 1993 - December 1997
Cyprus Minerals Company February 1991 - November 1993
Coopers & Lybrand September 1981 - January 1991
United States Army June 1973 - May 1977
Skills
Accounting, Corporate Tax, Financial Reporting, Forensic Accounting, Management Consulting, Small Business, Tax Accounting, Auditing, Tax, Tax Research, Financial Analysis, Due Diligence, CPA, Financial Accounting, GAAP, Tax Preparation, Internal Controls, Income Tax, Partnership Taxation, Business Strategy, Strategic Planning, Tax Returns
Education
Brigham Young University 1977 — 1981
MAcc, Tax and accounting
HarperHofer & Associates February 2011 - Present
CBIZ ATA Colorado December 1997 - January 2011
Shenkin Kurtz Baker & Company December 1993 - December 1997
Cyprus Minerals Company February 1991 - November 1993
Coopers & Lybrand September 1981 - January 1991
United States Army June 1973 - May 1977
Skills
Accounting, Corporate Tax, Financial Reporting, Forensic Accounting, Management Consulting, Small Business, Tax Accounting, Auditing, Tax, Tax Research, Financial Analysis, Due Diligence, CPA, Financial Accounting, GAAP, Tax Preparation, Internal Controls, Income Tax, Partnership Taxation, Business Strategy, Strategic Planning, Tax Returns
Education
Brigham Young University 1977 — 1981
MAcc, Tax and accounting
Lynn O'Neill's Coopers & Lybrand Experience 1979 - 1982
Job Managing Director Government Affairs at RBS Global Banking & Markets
Industry Legislative Office
Experience
RBS Securities June 2009 - September 2012
Bear Stearns 1987 - 2008
American Institute of Certified Public Accountant 1982 - 1987
Coopers & Lybrand 1979 - 1982
Mobil Oil 1978 - 1979
American Institute of Certified Public Accountants 1974 - 1978
Coopers & Lybrand 1969 - 1974
Skills
Accounting, Legislation, Banking, Capital Markets, Hedge Funds, Securities, Investment Banking, Equities, Prime Brokerage, Private Equity, Auditing, Legislative Relations, Financial Services, Mergers & Acquisitions
Education
Bloomsburg University of Pennsylvania 1965 — 1969
BS in Education, Business Education with a major in Accounting
Scranton Central High School 1961 — 1965
RBS Securities June 2009 - September 2012
Bear Stearns 1987 - 2008
American Institute of Certified Public Accountant 1982 - 1987
Coopers & Lybrand 1979 - 1982
Mobil Oil 1978 - 1979
American Institute of Certified Public Accountants 1974 - 1978
Coopers & Lybrand 1969 - 1974
Skills
Accounting, Legislation, Banking, Capital Markets, Hedge Funds, Securities, Investment Banking, Equities, Prime Brokerage, Private Equity, Auditing, Legislative Relations, Financial Services, Mergers & Acquisitions
Education
Bloomsburg University of Pennsylvania 1965 — 1969
BS in Education, Business Education with a major in Accounting
Scranton Central High School 1961 — 1965
Sterling Crowder's Coopers & Lybrand Experience April 1990 - August 1993
Job Tax Director at Centrus Energy Corp.
Industry Oil & Energy
Experience
Centrus Energy Corp. June 2002 - Present
COMSAT Corporation August 1993 - February 2002
Coopers & Lybrand April 1990 - August 1993
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, Mergers, Tax Accounting, Compliance, Process Improvement, Corporate Tax, US GAAP, Tax, Risk Management, Income Tax, Strategic Planning
Education
Brigham Young University 1983 — 1990
Bachelor's degree, Accounting
Brigham Young University 1983 — 1990
Masters of Accountancy, Emphasis in Taxation
Centrus Energy Corp. June 2002 - Present
COMSAT Corporation August 1993 - February 2002
Coopers & Lybrand April 1990 - August 1993
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, Mergers, Tax Accounting, Compliance, Process Improvement, Corporate Tax, US GAAP, Tax, Risk Management, Income Tax, Strategic Planning
Education
Brigham Young University 1983 — 1990
Bachelor's degree, Accounting
Brigham Young University 1983 — 1990
Masters of Accountancy, Emphasis in Taxation
Elaine Kleinberg's Coopers & Lybrand Experience September 1990 - October 1991
Job Managing Director at CBRE
Industry Real Estate
Experience
CBRE September 2012 - Present
Newmark Knight Frank April 1994 - August 2012
Mantell & Haskell, Esqs, November 1991 - April 1994
Coopers & Lybrand September 1990 - October 1991
Heafitz & Hopwood June 1988 - May 1990
Skills
Leases, Real Estate Transactions, Disposition, Litigation, Due Diligence, Real Estate Economics, Joint Ventures, Real Estate Development, Commercial Litigation, Licensing, Landlord, Business Transactions, Real Estate, Mergers, Contract Negotiation, Negotiation, Employment Law, Corporate Real Estate, Corporate Law, Commercial Real Estate, Acquisitions, Asset Management, Lease Negotiations
Education
Boston College Law School 1987 — 1990
J.D., law
University at Buffalo 1982 — 1986
BA and BS, Communication and Business Management
CBRE September 2012 - Present
Newmark Knight Frank April 1994 - August 2012
Mantell & Haskell, Esqs, November 1991 - April 1994
Coopers & Lybrand September 1990 - October 1991
Heafitz & Hopwood June 1988 - May 1990
Skills
Leases, Real Estate Transactions, Disposition, Litigation, Due Diligence, Real Estate Economics, Joint Ventures, Real Estate Development, Commercial Litigation, Licensing, Landlord, Business Transactions, Real Estate, Mergers, Contract Negotiation, Negotiation, Employment Law, Corporate Real Estate, Corporate Law, Commercial Real Estate, Acquisitions, Asset Management, Lease Negotiations
Education
Boston College Law School 1987 — 1990
J.D., law
University at Buffalo 1982 — 1986
BA and BS, Communication and Business Management
Mary Courtney-O-Sullivan's Coopers & Lybrand Experience August 1988 - July 1993
Job Vice President of Finance at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International January 2010 - Present
Advent International Corporation August 2000 - June 2010
The Boston Company November 1998 - November 2000
Advent International August 1993 - November 1998
Irish Cultural Centre 1993 - 1996
Coopers & Lybrand August 1988 - July 1993
Skills
Private Equity, Financial Reporting, Cash Management, Accounting, Finance, Internal Controls, General Ledger, Tax, GAAP, US GAAP, PeopleSoft, Risk Management, Auditing, Financial Analysis, Due Diligence, Financial Modeling, Investments, Corporate Finance, Valuation, Mergers & Acquisitions
Education
Stonehill College 1984 — 1988
BS in Business Administration, Accounting; minor: Spanish
Boston University
Certificate of Financial Planning, Financial Planning
Advent International January 2010 - Present
Advent International Corporation August 2000 - June 2010
The Boston Company November 1998 - November 2000
Advent International August 1993 - November 1998
Irish Cultural Centre 1993 - 1996
Coopers & Lybrand August 1988 - July 1993
Skills
Private Equity, Financial Reporting, Cash Management, Accounting, Finance, Internal Controls, General Ledger, Tax, GAAP, US GAAP, PeopleSoft, Risk Management, Auditing, Financial Analysis, Due Diligence, Financial Modeling, Investments, Corporate Finance, Valuation, Mergers & Acquisitions
Education
Stonehill College 1984 — 1988
BS in Business Administration, Accounting; minor: Spanish
Boston University
Certificate of Financial Planning, Financial Planning
Jill Brody's Coopers & Lybrand Experience August 1989 - August 1991
Job Accounting Risk and Controls Specialist
Industry Insurance
Experience
MassMutual June 2005 - Present
The Hartford August 2001 - June 2005
Hartford Life 1991 - 2001
Coopers & Lybrand August 1989 - August 1991
Skills
Risk, Internal Audit, Risk Management, Audit, Auditing, Insurance, Retirement, Risk Mitigation, Accounting, Operational Risk, Financial Risk, Financial Services, Financial Reporting, Internal Controls, Financial Analysis, Enterprise Risk..., Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Boston College 1985 — 1989
B.S., Accounting
MassMutual June 2005 - Present
The Hartford August 2001 - June 2005
Hartford Life 1991 - 2001
Coopers & Lybrand August 1989 - August 1991
Skills
Risk, Internal Audit, Risk Management, Audit, Auditing, Insurance, Retirement, Risk Mitigation, Accounting, Operational Risk, Financial Risk, Financial Services, Financial Reporting, Internal Controls, Financial Analysis, Enterprise Risk..., Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Boston College 1985 — 1989
B.S., Accounting
Douglas Newman's Coopers & Lybrand Experience 1978 - 1993
Job Retired Partner at McGladrey LLP specializing in federal, state and international tax for corporations and individuals
Industry Accounting
Experience
McGladrey LLP 1995 - Present
Coopers & Lybrand 1978 - 1993
Skills
Tax, Accounting, Income Tax, Due Diligence, Auditing, US GAAP, Financial Reporting, SEC filings, GAAP, CPA, Corporate Tax, Mergers & Acquisitions, Private Equity, Business Valuation, Internal Controls, Partnership Taxation
Education
Boston University School of Law 1981 — 1983
LL. M, Taxation
Boston University School of Law 1975 — 1978
J.D., Law
Massachusetts Institute of Technology 1971 — 1975
S.B., Electrical Engineering & Computer Science
McGladrey LLP 1995 - Present
Coopers & Lybrand 1978 - 1993
Skills
Tax, Accounting, Income Tax, Due Diligence, Auditing, US GAAP, Financial Reporting, SEC filings, GAAP, CPA, Corporate Tax, Mergers & Acquisitions, Private Equity, Business Valuation, Internal Controls, Partnership Taxation
Education
Boston University School of Law 1981 — 1983
LL. M, Taxation
Boston University School of Law 1975 — 1978
J.D., Law
Massachusetts Institute of Technology 1971 — 1975
S.B., Electrical Engineering & Computer Science
Tom Robertson's Coopers & Lybrand Experience June 1989 - January 1993
Job Vice President, Tax and Accounting at Golden State Foods
Industry Food & Beverages
Experience
Golden State Foods May 2014 - Present
Golden State Foods January 2008 - April 2014
Golden State Foods August 2003 - December 2007
Quest Software November 1999 - August 2003
Wet Seal June 1998 - November 1999
AST Research January 1993 - February 1998
Coopers & Lybrand June 1989 - January 1993
Skills
Consolidation, Forecasting, Financial Reporting, Process Improvement, GAAP, Financial Analysis, SAP, Tax, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Acquisition Integration, Business Process..., Managerial Finance, Transfer Pricing, ERP, Cross-functional Team..., Essbase, Restructuring, Corporate Tax, Fixed Assets, Management, Financial Modeling, Cost Accounting, Hyperion Enterprise, Financial Accounting, Analysis, Cash Flow, Accounting, Revenue Recognition, US GAAP, Strategic Financial..., CPA, Mergers, IPO, Budgets, Inventory Management, Due Diligence, Finance, Sales Tax, Payroll, Tax Accounting, International Tax, Mergers & Acquisitions, Property Tax, Tax Research, Income Tax, FIN 48
Education
Brigham Young University 1985 — 1989
BS, Accounting, Master of Accountantcy, Tax Emphasis, Accounting, Tax
University of California, Irvine 1983 — 1985
Golden State Foods May 2014 - Present
Golden State Foods January 2008 - April 2014
Golden State Foods August 2003 - December 2007
Quest Software November 1999 - August 2003
Wet Seal June 1998 - November 1999
AST Research January 1993 - February 1998
Coopers & Lybrand June 1989 - January 1993
Skills
Consolidation, Forecasting, Financial Reporting, Process Improvement, GAAP, Financial Analysis, SAP, Tax, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Acquisition Integration, Business Process..., Managerial Finance, Transfer Pricing, ERP, Cross-functional Team..., Essbase, Restructuring, Corporate Tax, Fixed Assets, Management, Financial Modeling, Cost Accounting, Hyperion Enterprise, Financial Accounting, Analysis, Cash Flow, Accounting, Revenue Recognition, US GAAP, Strategic Financial..., CPA, Mergers, IPO, Budgets, Inventory Management, Due Diligence, Finance, Sales Tax, Payroll, Tax Accounting, International Tax, Mergers & Acquisitions, Property Tax, Tax Research, Income Tax, FIN 48
Education
Brigham Young University 1985 — 1989
BS, Accounting, Master of Accountantcy, Tax Emphasis, Accounting, Tax
University of California, Irvine 1983 — 1985
Donna Mumma's Coopers & Lybrand Experience September 1993 - March 1997
Job Director Rx Inventory Management, FS and Rx Analytics at CVS Caremark Corporation
Industry Retail
Experience
CVS Caremark Corporation November 2010 - Present
CVS Caremark March 2005 - October 2010
CVS Caremark Corporation March 1997 - February 2005
Coopers & Lybrand September 1993 - March 1997
Skills
Pharmacy Automation, Inventory Management, Process Improvement, Retail, Team Building, Operations Management, Auditing, Loss Prevention, Budget, Customer Service, Inventory Control, Budgets, Income Statement, Store Management, Shrinkage, Planograms, Merchandising, Hiring, Store Operations, Profit, Driving Results, Visual Merchandising, P&L
Education
Boston College 1989 — 1993
BS, Accounting
CVS Caremark Corporation November 2010 - Present
CVS Caremark March 2005 - October 2010
CVS Caremark Corporation March 1997 - February 2005
Coopers & Lybrand September 1993 - March 1997
Skills
Pharmacy Automation, Inventory Management, Process Improvement, Retail, Team Building, Operations Management, Auditing, Loss Prevention, Budget, Customer Service, Inventory Control, Budgets, Income Statement, Store Management, Shrinkage, Planograms, Merchandising, Hiring, Store Operations, Profit, Driving Results, Visual Merchandising, P&L
Education
Boston College 1989 — 1993
BS, Accounting
Marlene O'Brien's Coopers & Lybrand Experience 1978 - 1989
Job Accounting Professional
Industry Accounting
Experience
MembersFirst, Inc. 2002 - 2007
Visibility 2001 - 2002
Pivotpoint 1995 - 2001
Pivotpoint (Now Mapics) 2000 - 2000
Transition Systems 1989 - 1995
Coopers & Lybrand 1978 - 1989
Education
Harvard Business School 1989 — 1989
Program for Management Development, Various
Boston College - Wallace E. Carroll Graduate School of Management 1974 — 1978
BS, Accounting
MembersFirst, Inc. 2002 - 2007
Visibility 2001 - 2002
Pivotpoint 1995 - 2001
Pivotpoint (Now Mapics) 2000 - 2000
Transition Systems 1989 - 1995
Coopers & Lybrand 1978 - 1989
Education
Harvard Business School 1989 — 1989
Program for Management Development, Various
Boston College - Wallace E. Carroll Graduate School of Management 1974 — 1978
BS, Accounting
Glenn Busch's Coopers & Lybrand Experience August 1984 - August 1986
Job Owner, Busch and Associates
Industry Legal Services
Experience
Busch and Associates otherTenzer and Lunin2007 - 2012
Tenzer Greenblatt Fallon and Kaplan March 1991 - December 1999
Dreyer and Traub January 1989 - August 1991
Coopers & Lybrand August 1984 - August 1986
Touche Ross June 1984 - September 1984
Skills
Tax, Accounting, International Tax, Real Estate Transactions, Real Estate, Investment Properties, Negotiation, Investments, Sales, Finance
Education
Boston University Questrom School of Business
BS/BA, Accounting and Finance
Fordham University School of Law
JD
New York University School of Law
LLM
New York University School of Law
LLM, Taxation
Busch and Associates otherTenzer and Lunin2007 - 2012
Tenzer Greenblatt Fallon and Kaplan March 1991 - December 1999
Dreyer and Traub January 1989 - August 1991
Coopers & Lybrand August 1984 - August 1986
Touche Ross June 1984 - September 1984
Skills
Tax, Accounting, International Tax, Real Estate Transactions, Real Estate, Investment Properties, Negotiation, Investments, Sales, Finance
Education
Boston University Questrom School of Business
BS/BA, Accounting and Finance
Fordham University School of Law
JD
New York University School of Law
LLM
New York University School of Law
LLM, Taxation
David Losito's Coopers & Lybrand Experience 1980 - 1983
Job Managing Director at Cappello Capital Corp.
Industry Banking
Experience
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Faith Gorman's Coopers & Lybrand Experience 1991 - 1996
Job Director of State & Local Tax at Daszkal Bolton LLP
Industry Legal Services
Experience
Daszkal Bolton LLP August 2001 - Present
KPMG June 1999 - January 2001
Ernst & Young April 1996 - May 1999
Coopers & Lybrand 1991 - 1996
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
JD, Law
Brandeis University 1984 — 1988
Bachelor of Arts, History
Pilgrim High School 1980 — 1984
Diploma
Daszkal Bolton LLP August 2001 - Present
KPMG June 1999 - January 2001
Ernst & Young April 1996 - May 1999
Coopers & Lybrand 1991 - 1996
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
JD, Law
Brandeis University 1984 — 1988
Bachelor of Arts, History
Pilgrim High School 1980 — 1984
Diploma
Jim McCrave's Coopers & Lybrand Experience 1988 - 1991
Job CFO/Operations Manager at Hamer, LLC
Industry Consumer Goods
Experience
Hamer, LLC September 2013 - Present
Beautopia, LLC 2005 - September 2013
Enpath Medical/Biomec Cardiovascular (now Greatbatch) 2002 - 2005
Fire-dex, Inc 1999 - 2001
Chiron Diagnostics/Ciba Corning Diagnostics (now Bayer) 1991 - 1999
Coopers & Lybrand 1988 - 1991
Skills
Strategic Planning, Financial Planning and..., Mergers & Acquisitions, Organizational..., Leading & Developing..., Operations and Execution, Technology Evaluation..., Creative Problem Solving, Leadership, Strategy, Negotiation, Product Development, Finance, Managerial Finance, Project Planning, Accounting, Management, Process Improvement, Human Resources, Manufacturing, Operations Management, Auditing, Budgets, Supply Chain Management, Business Strategy, Cross-functional Team..., Forecasting, Start-ups
Education
Bowling Green State University 1984 — 1988
BSBA, Accounting
Hamer, LLC September 2013 - Present
Beautopia, LLC 2005 - September 2013
Enpath Medical/Biomec Cardiovascular (now Greatbatch) 2002 - 2005
Fire-dex, Inc 1999 - 2001
Chiron Diagnostics/Ciba Corning Diagnostics (now Bayer) 1991 - 1999
Coopers & Lybrand 1988 - 1991
Skills
Strategic Planning, Financial Planning and..., Mergers & Acquisitions, Organizational..., Leading & Developing..., Operations and Execution, Technology Evaluation..., Creative Problem Solving, Leadership, Strategy, Negotiation, Product Development, Finance, Managerial Finance, Project Planning, Accounting, Management, Process Improvement, Human Resources, Manufacturing, Operations Management, Auditing, Budgets, Supply Chain Management, Business Strategy, Cross-functional Team..., Forecasting, Start-ups
Education
Bowling Green State University 1984 — 1988
BSBA, Accounting
Murray Gordon, J.D., C.P.A., C.M.A.'s Coopers & Lybrand Experience November 1982 - December 1986
Job Retired from EY 31 July 2013
Industry Law Practice
Experience
Independent Law Office August 2013 - Present
Ernst & Young February 1997 - July 2013
Helene Curtis November 1993 - January 1997
Rooks Pitts & Poust (now Dykema) November 1986 - November 1993
Coopers & Lybrand November 1982 - December 1986
Merck November 1981 - October 1982
Baxter International Inc. 1978 - 1981
Skills
International Tax, Tax Law, Cross-border..., Accounting, Auditing, Corporate Finance, Corporate Governance, Corporate Law, Corporate Tax, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Structuring, High Net Worth..., IFRS, Indirect Taxation, Joint Ventures, M&A experience, Mergers & Acquisitions, Restructuring, SEC filings, Tax, Tax Accounting, Tax Advisory, Tax Research, Tax Returns, Transfer Pricing, US GAAP, CPA
Education
New York University School of Law 1975 — 1976
Master of Laws (LL.M.) (Taxation)
Loyola University Chicago School of Law 1972 — 1975
Doctor of Law (J.D.), 2015: Now enrolled in Health Law LL.M program
Brandeis University 1966 — 1970
Bachelor of Arts (B.A.), English and American Literature
Independent Law Office August 2013 - Present
Ernst & Young February 1997 - July 2013
Helene Curtis November 1993 - January 1997
Rooks Pitts & Poust (now Dykema) November 1986 - November 1993
Coopers & Lybrand November 1982 - December 1986
Merck November 1981 - October 1982
Baxter International Inc. 1978 - 1981
Skills
International Tax, Tax Law, Cross-border..., Accounting, Auditing, Corporate Finance, Corporate Governance, Corporate Law, Corporate Tax, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Structuring, High Net Worth..., IFRS, Indirect Taxation, Joint Ventures, M&A experience, Mergers & Acquisitions, Restructuring, SEC filings, Tax, Tax Accounting, Tax Advisory, Tax Research, Tax Returns, Transfer Pricing, US GAAP, CPA
Education
New York University School of Law 1975 — 1976
Master of Laws (LL.M.) (Taxation)
Loyola University Chicago School of Law 1972 — 1975
Doctor of Law (J.D.), 2015: Now enrolled in Health Law LL.M program
Brandeis University 1966 — 1970
Bachelor of Arts (B.A.), English and American Literature
Gregg Gregory, CPA's Coopers & Lybrand Experience 1985 - 1988
Job Principal at Union Capital Investments
Industry Real Estate
Experience
Union Capital Funding Inc June 2013 - Present
Baseline Advisors January 2012 - Present
EMT Holdings January 2010 - June 2012
CWCapital Investments November 2002 - January 2010
CWCapital Structured Finance 2002 - 2008
MortgageRamp 2000 - 2001
G&S Consulting Network 1992 - 2000
Community First Federal Savings and Loan 1988 - 1990
Coopers & Lybrand 1985 - 1988
Arthur Young 1982 - 1984
Skills
CMBS, Real Estate Economics, Due Diligence, Disposition, Finance, Credit, Restructuring, Underwriting, Management, Valuation, Asset Management, Financial Modeling, Real Estate Financing, Structured Finance, Financial Structuring, Private Equity, Acquisitions, Investments, Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Real Estate, Financial Analysis, Credit Analysis
Education
Brigham Young University 1978 — 1981
BS, Accounting
Union Capital Funding Inc June 2013 - Present
Baseline Advisors January 2012 - Present
EMT Holdings January 2010 - June 2012
CWCapital Investments November 2002 - January 2010
CWCapital Structured Finance 2002 - 2008
MortgageRamp 2000 - 2001
G&S Consulting Network 1992 - 2000
Community First Federal Savings and Loan 1988 - 1990
Coopers & Lybrand 1985 - 1988
Arthur Young 1982 - 1984
Skills
CMBS, Real Estate Economics, Due Diligence, Disposition, Finance, Credit, Restructuring, Underwriting, Management, Valuation, Asset Management, Financial Modeling, Real Estate Financing, Structured Finance, Financial Structuring, Private Equity, Acquisitions, Investments, Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Real Estate, Financial Analysis, Credit Analysis
Education
Brigham Young University 1978 — 1981
BS, Accounting
Tony Bertoldi's Coopers & Lybrand Experience 1996 - 1998
Job Executive Vice President of Syndication & Investor Relations
Industry Real Estate
Experience
City Real Estate Advisors, Inc. September 2009 - Present
Boston Financial Investment Management July 2000 - September 2009
Boston Properties July 1998 - July 2000
Coopers & Lybrand 1996 - 1998
Ernst & Young 1991 - 1996
Skills
LIHTC, Real Estate Investment, Real Estate Finance, Mergers, Portfolio Management, Real Estate, Asset Management, Affordable Housing, Real Estate Economics, Asset Managment, Real Estate Development, Investment Properties, Section 8, Due Diligence, Property Management, Funding, Commercial Real Estate, Real Estate Private..., Acquisitions, Property, Location Intelligence, Leases, Tax Credits, Appraisals, Investments, Valuation, Investors, Commercial Lending, Investor Relations, Financial Structuring, Financial Modeling, Land Acquisition, Syndications, Commercial Mortgages, Rentals, Real Estate Transactions, Loans, Entitlements, Lease Administration, Real Estate Due..., Private Equity, Apartments, Asset, Lease Negotiations, Disposition, Construction Loans, Corporate Real Estate, Real Estate Financing, Mergers & Acquisitions, Credit Analysis
Education
Boston University - School of Management 1991 — 1995
MBA, Finance & Real Estate
University of Connecticut 1985 — 1989
BA, Economics & Real Estate
City Real Estate Advisors, Inc. September 2009 - Present
Boston Financial Investment Management July 2000 - September 2009
Boston Properties July 1998 - July 2000
Coopers & Lybrand 1996 - 1998
Ernst & Young 1991 - 1996
Skills
LIHTC, Real Estate Investment, Real Estate Finance, Mergers, Portfolio Management, Real Estate, Asset Management, Affordable Housing, Real Estate Economics, Asset Managment, Real Estate Development, Investment Properties, Section 8, Due Diligence, Property Management, Funding, Commercial Real Estate, Real Estate Private..., Acquisitions, Property, Location Intelligence, Leases, Tax Credits, Appraisals, Investments, Valuation, Investors, Commercial Lending, Investor Relations, Financial Structuring, Financial Modeling, Land Acquisition, Syndications, Commercial Mortgages, Rentals, Real Estate Transactions, Loans, Entitlements, Lease Administration, Real Estate Due..., Private Equity, Apartments, Asset, Lease Negotiations, Disposition, Construction Loans, Corporate Real Estate, Real Estate Financing, Mergers & Acquisitions, Credit Analysis
Education
Boston University - School of Management 1991 — 1995
MBA, Finance & Real Estate
University of Connecticut 1985 — 1989
BA, Economics & Real Estate
Pamela G. Trivisonno's Coopers & Lybrand Experience 1985 - 1988
Job Owner, Trivisonno CPA Inc.
Industry Accounting
Experience
Trivisonno CPA Inc. June 1997 - Present
Walton & Stewart CPAs 1989 - 1997
Coopers & Lybrand 1985 - 1988
Skills
Accounting, Tax Preparation, Financial Reporting, Tax, Internal Controls, Financial Analysis, ERP, QuickBooks, Auditing, Process Improvement, Income Tax, General Ledger, Corporate Tax, Tax Accounting, Strategic Financial..., Cost Accounting, Small Business, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Business Valuation, SEC filings, Variance Analysis
Education
Bowling Green State University 1981 — 1985
Bachelors, Accounting
Mentor High School 1981 — 1981
High School Diploma
Trivisonno CPA Inc. June 1997 - Present
Walton & Stewart CPAs 1989 - 1997
Coopers & Lybrand 1985 - 1988
Skills
Accounting, Tax Preparation, Financial Reporting, Tax, Internal Controls, Financial Analysis, ERP, QuickBooks, Auditing, Process Improvement, Income Tax, General Ledger, Corporate Tax, Tax Accounting, Strategic Financial..., Cost Accounting, Small Business, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Business Valuation, SEC filings, Variance Analysis
Education
Bowling Green State University 1981 — 1985
Bachelors, Accounting
Mentor High School 1981 — 1981
High School Diploma
Gerald Davidson's Coopers & Lybrand Experience 1984 - 1988
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2000 - 2008
Federated Investors 1998 - 2000
Independent Consultant 1998 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1991 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1990 - 1991
Bank of New England N.A. (Boston, MA) 1989 - 1990
The Boston Company 1988 - 1989
Coopers & Lybrand 1984 - 1988
Skills
Internal Controls, Mutual Funds, Transfer Agency, AML, Management Consulting, Financial Services, Asset Managment, Asset Management, Financial Risk, Sarbanes-Oxley, Risk Management, Investments, Process Improvement, Analysis, Strategy, Sarbanes-Oxley Act, Investment Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Pittsburgh
MURP, Urban & Regional Planning
Boston University
BA, Economics
Fidelity Investments 2009 - Present
Fidelity Investments 2000 - 2008
Federated Investors 1998 - 2000
Independent Consultant 1998 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1991 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1990 - 1991
Bank of New England N.A. (Boston, MA) 1989 - 1990
The Boston Company 1988 - 1989
Coopers & Lybrand 1984 - 1988
Skills
Internal Controls, Mutual Funds, Transfer Agency, AML, Management Consulting, Financial Services, Asset Managment, Asset Management, Financial Risk, Sarbanes-Oxley, Risk Management, Investments, Process Improvement, Analysis, Strategy, Sarbanes-Oxley Act, Investment Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Pittsburgh
MURP, Urban & Regional Planning
Boston University
BA, Economics
Dan LeBeau, CPA, MAcc, CTRS's Coopers & Lybrand Experience 1984 - 1989
Job CPA at LeBeau & Associates, CPA's
Industry Accounting
Experience
LeBeau & Associates, CPA's 1990 - Present
Coopers & Lybrand 1984 - 1989
Skills
CPA, Tax Preparation, Tax, Tax Research, Tax Accounting, S Corporations
Education
Brigham Young University 1983 — 1984
MAcc, Taxation
Boise State University 1978 — 1982
BS, Accounting
LeBeau & Associates, CPA's 1990 - Present
Coopers & Lybrand 1984 - 1989
Skills
CPA, Tax Preparation, Tax, Tax Research, Tax Accounting, S Corporations
Education
Brigham Young University 1983 — 1984
MAcc, Taxation
Boise State University 1978 — 1982
BS, Accounting
Andrew Borggaard's Coopers & Lybrand Experience 1989 - 1993
Job Board Member at BENEFITS ASSURE, LLC
Industry Financial Services
Experience
Benefits Assure, LLC 2015 - Present
Bear Brook Group, LLC 2015 - Present
Eze Software Group January 2005 - July 2015
Genuity January 2001 - January 2005
Ropes & Gray LLP September 1996 - December 2000
Coopers & Lybrand 1989 - 1993
Skills
Executive Management, Operations Management, P&L Management, Operational and Capital..., Mergers & Acquisitions, Compensation & Benefits..., Acquisition Integration, Customer Service, IT Operations, Information Systems, Information Security, Human Resources, Legal Compliance, Real Estate, Procurement, Business Continuity..., Corporate Insurance, Employee Training, Multi Product..., Software Quality..., HRIS, CRM, Overseas Operations..., Bankruptcy, Communication Training, Strategic Negotiations, Securities Offerings, Employment Law, Corporate Governance, Commercial Contracting
Education
Boston College Law School 1993 — 1996
Juris Doctor (J.D.), Magna Cum Laude
Northeastern University 1984 — 1989
Bachelor’s Degree, Accounting, Summa Cum Laude
Benefits Assure, LLC 2015 - Present
Bear Brook Group, LLC 2015 - Present
Eze Software Group January 2005 - July 2015
Genuity January 2001 - January 2005
Ropes & Gray LLP September 1996 - December 2000
Coopers & Lybrand 1989 - 1993
Skills
Executive Management, Operations Management, P&L Management, Operational and Capital..., Mergers & Acquisitions, Compensation & Benefits..., Acquisition Integration, Customer Service, IT Operations, Information Systems, Information Security, Human Resources, Legal Compliance, Real Estate, Procurement, Business Continuity..., Corporate Insurance, Employee Training, Multi Product..., Software Quality..., HRIS, CRM, Overseas Operations..., Bankruptcy, Communication Training, Strategic Negotiations, Securities Offerings, Employment Law, Corporate Governance, Commercial Contracting
Education
Boston College Law School 1993 — 1996
Juris Doctor (J.D.), Magna Cum Laude
Northeastern University 1984 — 1989
Bachelor’s Degree, Accounting, Summa Cum Laude
Gerald Sheldon's Coopers & Lybrand Experience 1994 - 1995
Job Software Engineer at Orametrix
Industry Computer Software
Experience
Orametrix September 2000 - Present
Payvision Software 1995 - 1999
coopers & lybrand 1994 - 1995
Education
Boston College 1984 — 1988
BS, Accounting / Computer Science
Orametrix September 2000 - Present
Payvision Software 1995 - 1999
coopers & lybrand 1994 - 1995
Education
Boston College 1984 — 1988
BS, Accounting / Computer Science
Lisa Beauregard, CPA's Coopers & Lybrand Experience 1990 - 2007
Job Senior VP Finance & Administrative Operations at Spartan Race Inc.
Industry Accounting
Experience
Spartan Race Inc. September 2013 - Present
Vibram USA November 2010 - June 2013
Beau CPA January 2009 - December 2010
Covidien January 2008 - January 2009
PricewaterhouseCoopers May 1990 - December 2007
Coopers & Lybrand 1990 - 2007
United States Freestyle Ski Team October 1984 - June 1989
Skills
GAAP, Auditing, Accounting, IFRS, Due Diligence, Revenue Recognition, Mergers, Cash Flow, Strategic Planning, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Restructuring, Strategic Financial..., CPA, Consolidation, Financial Audits, Private Equity, Accounts Receivable, Tax, Finance, Internal Audit, Budgets, Financial Planning, Mergers & Acquisitions
Education
Boston College 1984 — 1989
BS, Accouting & Finance
Spartan Race Inc. September 2013 - Present
Vibram USA November 2010 - June 2013
Beau CPA January 2009 - December 2010
Covidien January 2008 - January 2009
PricewaterhouseCoopers May 1990 - December 2007
Coopers & Lybrand 1990 - 2007
United States Freestyle Ski Team October 1984 - June 1989
Skills
GAAP, Auditing, Accounting, IFRS, Due Diligence, Revenue Recognition, Mergers, Cash Flow, Strategic Planning, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Restructuring, Strategic Financial..., CPA, Consolidation, Financial Audits, Private Equity, Accounts Receivable, Tax, Finance, Internal Audit, Budgets, Financial Planning, Mergers & Acquisitions
Education
Boston College 1984 — 1989
BS, Accouting & Finance
Cynthia Therrien's Coopers & Lybrand Experience 1986 - 1987
Job Business Area Manager at IBM
Industry Computer Software
Experience
IBM District ManagerAT&T1996 - 2005
Digital Equipment Corporation 1987 - 1996
Coopers & Lybrand 1986 - 1987
Travelers Insurance 1981 - 1986
Skills
IT Strategy, SaaS, Solution Selling, Telecommunications, Cloud Computing, Integration, Solution Architecture, IP, Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1983
MS, Computer Science
Bowdoin College 1976 — 1980
BA, Economics
IBM District ManagerAT&T1996 - 2005
Digital Equipment Corporation 1987 - 1996
Coopers & Lybrand 1986 - 1987
Travelers Insurance 1981 - 1986
Skills
IT Strategy, SaaS, Solution Selling, Telecommunications, Cloud Computing, Integration, Solution Architecture, IP, Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1983
MS, Computer Science
Bowdoin College 1976 — 1980
BA, Economics
Gregory Atkinson's Coopers & Lybrand Experience October 1981 - July 1985
Job General Manager at Jackson Hewitt Tax Services
Industry Real Estate
Experience
Jackson Hewitt Tax Services June 2010 - Present
Atkinson Realty June 2010 - Present
Gregory T. Atkinson, Attorney at Law January 2004 - Present
Monsanto Company October 1996 - December 2003
State & Local October 1989 - October 1996
International Tax Attorney April 1986 - October 1989
State and Local Tax Attorney July 1985 - March 1986
Coopers & Lybrand October 1981 - July 1985
Skills
Real Estate, Tax Law, IRS problem resolution, Management, Estate Planning
Education
Boston University School of Law 1980 — 1981
LL.M, Taxation
California Western School of Law 1977 — 1980
J.D, Law
Saint Michael's College 1972 — 1976
B.A, Political Science
Jackson Hewitt Tax Services June 2010 - Present
Atkinson Realty June 2010 - Present
Gregory T. Atkinson, Attorney at Law January 2004 - Present
Monsanto Company October 1996 - December 2003
State & Local October 1989 - October 1996
International Tax Attorney April 1986 - October 1989
State and Local Tax Attorney July 1985 - March 1986
Coopers & Lybrand October 1981 - July 1985
Skills
Real Estate, Tax Law, IRS problem resolution, Management, Estate Planning
Education
Boston University School of Law 1980 — 1981
LL.M, Taxation
California Western School of Law 1977 — 1980
J.D, Law
Saint Michael's College 1972 — 1976
B.A, Political Science
Deborah Herrington's Coopers & Lybrand Experience 1988 - 1993
Job Executive Director, Tax at The College Board
Industry Higher Education
Experience
The College Board 2010 - Present
Tax & Legal Private Practice 2003 - Present
Princeton University 2005 - 2010
Parents in Charge, Inc. 2002 - 2004
Deloitte & Touche 1993 - 2002
Coopers & Lybrand 1988 - 1993
IBM 1981 - 1985
Skills
Internal Controls, Financial Statements, Corporate Governance, Tax Law, Tax Research, Financial Analysis, Accounts Payable, Accounting, Auditing, CPA, Cash Flow, Corporate Tax, Due Diligence, Finance, Financial Reporting, Investments, Management Consulting, Nonprofits, Payroll, Tax, Tax Accounting, US GAAP
Education
Hofstra University School of Law 1985 — 1988
J.D.
Boston University Questrom School of Business 1979 — 1981
B.S.B.A.
The College Board 2010 - Present
Tax & Legal Private Practice 2003 - Present
Princeton University 2005 - 2010
Parents in Charge, Inc. 2002 - 2004
Deloitte & Touche 1993 - 2002
Coopers & Lybrand 1988 - 1993
IBM 1981 - 1985
Skills
Internal Controls, Financial Statements, Corporate Governance, Tax Law, Tax Research, Financial Analysis, Accounts Payable, Accounting, Auditing, CPA, Cash Flow, Corporate Tax, Due Diligence, Finance, Financial Reporting, Investments, Management Consulting, Nonprofits, Payroll, Tax, Tax Accounting, US GAAP
Education
Hofstra University School of Law 1985 — 1988
J.D.
Boston University Questrom School of Business 1979 — 1981
B.S.B.A.
Judith Savadelis's Coopers & Lybrand Experience 1984 - 1988
Job Judith K Savadelis
Industry Accounting
Experience
Judith K Savadelis Cpa 1989 - 2008
Coopers & Lybrand 1984 - 1988
Education
Boston University Questrom School of Business 1982 — 1984
BA, Business - Accounting & Finance
Judith K Savadelis Cpa 1989 - 2008
Coopers & Lybrand 1984 - 1988
Education
Boston University Questrom School of Business 1982 — 1984
BA, Business - Accounting & Finance
David DeMerchant's Coopers & Lybrand Experience 1990 - 1996
Job Controller, Wellington Healthcare
Industry Hospital & Health Care
Experience
Wellington Healthcare September 2009 - Present
Coastal Administrative Services 2001 - 2008
Olympia Capital (Bermuda) Ltd 1997 - 1999
Coopers & Lybrand 1990 - 1996
Skills
Variance Analysis, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting, Accounting, Forecasting, Internal Controls, Microsoft Excel, Financial Modeling
Education
Bishop's University 1987 — 1991
BBA, Accounting & Finance
Bishop's University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Wellington Healthcare September 2009 - Present
Coastal Administrative Services 2001 - 2008
Olympia Capital (Bermuda) Ltd 1997 - 1999
Coopers & Lybrand 1990 - 1996
Skills
Variance Analysis, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting, Accounting, Forecasting, Internal Controls, Microsoft Excel, Financial Modeling
Education
Bishop's University 1987 — 1991
BBA, Accounting & Finance
Bishop's University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Rick Willden's Coopers & Lybrand Experience 1997 - 2006
Job Chief Financial Officer at Turbo Resources Int'l
Industry Aviation & Aerospace
Experience
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Dan Jennings's Coopers & Lybrand Experience September 1988 - January 1992
Job Managing Director at Tenfold Investments Corp.
Industry Capital Markets
Experience
Tenfold Investments Corp. May 2014 - Present
4Refuel Canada July 2008 - April 2014
NxtPhase T&D Corp October 2006 - July 2008
Environmental Systems Products January 1992 - September 2006
Coopers & Lybrand September 1988 - January 1992
Skills
Forecasting, Financial Reporting, Accounting, Managerial Finance, Management, Financial Modeling, Budgets, Strategic Planning, Financial Analysis, Corporate Finance, Accounts Receivable, Auditing, Executive Management, Finance, Variance Analysis, Consolidation, Strategic Financial..., Negotiation, Business Planning, Business Strategy, SEC filings, Operations Management, Sarbanes-Oxley Act, Restructuring, Public Companies, Financial Audits, Revenue Recognition, Tax, Internal Controls, Private Equity, International Operations, Cash Flow Forecasting, Accounts Payable, Change Management, Financial Operations, Mergers & Acquisitions, Acquisition Integration, Process Improvement, Team Leadership, Due Diligence, Business Analysis, Business Process..., Risk Management, Team Building
Education
British Columbia Institute of Technology 2004 — 2006
Certified Int'l Trade Professional, Int'l Trade
Canadian Institute of Chartered Accountants 1988 — 1991
CA, Accounting
Simon Fraser University 1983 — 1988
BBA, Accounting
North Delta Senior Secoundary 1980 — 1982
Tenfold Investments Corp. May 2014 - Present
4Refuel Canada July 2008 - April 2014
NxtPhase T&D Corp October 2006 - July 2008
Environmental Systems Products January 1992 - September 2006
Coopers & Lybrand September 1988 - January 1992
Skills
Forecasting, Financial Reporting, Accounting, Managerial Finance, Management, Financial Modeling, Budgets, Strategic Planning, Financial Analysis, Corporate Finance, Accounts Receivable, Auditing, Executive Management, Finance, Variance Analysis, Consolidation, Strategic Financial..., Negotiation, Business Planning, Business Strategy, SEC filings, Operations Management, Sarbanes-Oxley Act, Restructuring, Public Companies, Financial Audits, Revenue Recognition, Tax, Internal Controls, Private Equity, International Operations, Cash Flow Forecasting, Accounts Payable, Change Management, Financial Operations, Mergers & Acquisitions, Acquisition Integration, Process Improvement, Team Leadership, Due Diligence, Business Analysis, Business Process..., Risk Management, Team Building
Education
British Columbia Institute of Technology 2004 — 2006
Certified Int'l Trade Professional, Int'l Trade
Canadian Institute of Chartered Accountants 1988 — 1991
CA, Accounting
Simon Fraser University 1983 — 1988
BBA, Accounting
North Delta Senior Secoundary 1980 — 1982
Cathy Rocke's Coopers & Lybrand Experience 1984 - 1987
Job Deputy Director, Public Health Division, at State of New Mexico
Industry Public Policy
Experience
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
State of New Mexico September 2013 - Present
State of New Mexico January 2010 - September 2013
Wells Fargo Advisors October 2008 - December 2009
Merrill Lynch April 2006 - September 2008
Santa Fe Emergency Physicians 2003 - 2006
Phase 1 Biotechnology August 1999 - July 2003
Independant Consultant 1993 - 2003
Visiting Nurse Service 1992 - 1993
Digital Equipment Corporation 1987 - 1992
Coopers & Lybrand 1984 - 1987
Skills
Strategic Planning, Contract Management, Contract Negotiation, Investments, Financial Analysis, Business Strategy, Financial Planning, Public Speaking, Management Consulting, Excel, Retirement Planning, Compliance, Strategic Financial..., Microsoft Excel, Sales
Education
Boston University Questrom School of Business 1982 — 1984
MBA, Finance, Health Care Finance
University of California, Berkeley 1976 — 1979
B.S., Dietetics
skyline high school
Cheryl H's Coopers & Lybrand Experience 1989 - 1990
Job President at Premier Management & Consulting
Industry Management Consulting
Experience
Premier Mangement & Consulting Regional Director, Business Analysis and Decision SupportComcast / AT&T Broadband / MediaOne / Continental CablevisionNovember 1990 - March 2003
Coopers & Lybrand 1989 - 1990
Education
Boston University Questrom School of Business 1982 — 1986
BS - Accounting, Accounting
Premier Mangement & Consulting Regional Director, Business Analysis and Decision SupportComcast / AT&T Broadband / MediaOne / Continental CablevisionNovember 1990 - March 2003
Coopers & Lybrand 1989 - 1990
Education
Boston University Questrom School of Business 1982 — 1986
BS - Accounting, Accounting
Mark Alcaide's Coopers & Lybrand Experience 1990 - 1997
Job Chief Operating Officer and CFO at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC May 2013 - Present
Ropes & Gray LLP June 2010 - May 2013
Clinton Foundation November 2009 - June 2010
Fidelity Investments 2003 - 2009
Fidelity Investments 2001 - 2003
Gillette 1997 - 2001
Coopers & Lybrand 1990 - 1997
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Finance and General Management
University of Vermont 1986 — 1990
BS, Business and Finance
Regulatory Compliance, LLC May 2013 - Present
Ropes & Gray LLP June 2010 - May 2013
Clinton Foundation November 2009 - June 2010
Fidelity Investments 2003 - 2009
Fidelity Investments 2001 - 2003
Gillette 1997 - 2001
Coopers & Lybrand 1990 - 1997
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Finance and General Management
University of Vermont 1986 — 1990
BS, Business and Finance
Dominique Bernardo's Coopers & Lybrand Experience 1993 - 1996
Job CFO at Congreso de Latinos Unidos
Industry Nonprofit Organization Management
Experience
Congreso de Latinos Unidos November 2014 - Present
Congreso de Latinos Unidos March 2014 - November 2014
Congreso de Latinos Unidos 2008 - 2013
Chelsea Human Services Collaboration 1998 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Program Management, Training, Strategic Planning, Leadership, Nonprofits, Program Development, Budgets, Leadership Development, Grant Writing, Outcome Management, Staff Supervision, Analysis, Organizational..., Volunteer Management, Analytical Skills, Critical Thinking, Team Management, Management, Performance Management, Operations Management, Business Strategy, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Nonprofit Management
Boston College 1996 — 1999
MSW, Macro Social Work
University of Scranton
Bachelors of Science, Accounting
Congreso de Latinos Unidos November 2014 - Present
Congreso de Latinos Unidos March 2014 - November 2014
Congreso de Latinos Unidos 2008 - 2013
Chelsea Human Services Collaboration 1998 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Program Management, Training, Strategic Planning, Leadership, Nonprofits, Program Development, Budgets, Leadership Development, Grant Writing, Outcome Management, Staff Supervision, Analysis, Organizational..., Volunteer Management, Analytical Skills, Critical Thinking, Team Management, Management, Performance Management, Operations Management, Business Strategy, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Nonprofit Management
Boston College 1996 — 1999
MSW, Macro Social Work
University of Scranton
Bachelors of Science, Accounting
Michael Behling's Coopers & Lybrand Experience 1991 - 1996
Job Chief Accounting Officer, EVP Finance & Interim CFO
Industry Medical Practice
Experience
Imaging Advantage December 2013 - Present
Harris Broadcast 2013 - 2013
Consultant 2010 - 2013
Cytec 2006 - 2010
Isola Group 2004 - 2006
Maxtor 1998 - 2004
NetApp 1997 - 1998
Novadigm 1996 - 1997
Coopers & Lybrand 1991 - 1996
Skills
Working Capital..., Process Improvement, Business Strategy, Financial Planning, SEC reporting, Treasury, Internal Controls, Financial Modeling, Experienced with..., Private Equity..., Strategic Financial..., SEC filings, Forecasting, Financial Analysis, US GAAP, Accounting, Cost Accounting, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Internal Audit, Strategic Planning, Leadership, Due Diligence, Budgets, Management, Managerial Finance, Business Process..., Finance, Auditing, Mergers & Acquisitions, Cash Flow, Analysis, Financial Accounting, SAP, Executive Management, Consolidation, Start-ups, Financial Forecasting, Business Process, Business Development, Corporate Finance, Revenue Recognition, Acquisition Integration, Cash Management, GAAP, Restructuring, Hyperion Enterprise, Tax, P&L
Education
Brigham Young University 1986 — 1991
BS/MACC
Imaging Advantage December 2013 - Present
Harris Broadcast 2013 - 2013
Consultant 2010 - 2013
Cytec 2006 - 2010
Isola Group 2004 - 2006
Maxtor 1998 - 2004
NetApp 1997 - 1998
Novadigm 1996 - 1997
Coopers & Lybrand 1991 - 1996
Skills
Working Capital..., Process Improvement, Business Strategy, Financial Planning, SEC reporting, Treasury, Internal Controls, Financial Modeling, Experienced with..., Private Equity..., Strategic Financial..., SEC filings, Forecasting, Financial Analysis, US GAAP, Accounting, Cost Accounting, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Internal Audit, Strategic Planning, Leadership, Due Diligence, Budgets, Management, Managerial Finance, Business Process..., Finance, Auditing, Mergers & Acquisitions, Cash Flow, Analysis, Financial Accounting, SAP, Executive Management, Consolidation, Start-ups, Financial Forecasting, Business Process, Business Development, Corporate Finance, Revenue Recognition, Acquisition Integration, Cash Management, GAAP, Restructuring, Hyperion Enterprise, Tax, P&L
Education
Brigham Young University 1986 — 1991
BS/MACC
Jeanette Louden-Corbett's Coopers & Lybrand Experience January 1987 - January 1988
Job Chief Human Resource Officer at Alameda County Medical Center
Industry Hospital & Health Care
Experience
Alameda County Medical Center February 2007 - Present
Alameda County Medical Center February 2007 - Present
Valley Emergency Physicians January 2006 - October 2006
Kaiser Permanente East Bay Service Area January 2000 - January 2005
University of Minnesota Academic Health Center January 1994 - January 1999
Self employed January 1989 - January 1994
Booz-Allen & Hamilton January 1988 - January 1989
Coopers & Lybrand January 1987 - January 1988
Skills
Leadership, Management, Applicant Tracking..., Healthcare, Healthcare Management, Human Resources
Education
Boston University
Hartwick College
B.A
Alameda County Medical Center February 2007 - Present
Alameda County Medical Center February 2007 - Present
Valley Emergency Physicians January 2006 - October 2006
Kaiser Permanente East Bay Service Area January 2000 - January 2005
University of Minnesota Academic Health Center January 1994 - January 1999
Self employed January 1989 - January 1994
Booz-Allen & Hamilton January 1988 - January 1989
Coopers & Lybrand January 1987 - January 1988
Skills
Leadership, Management, Applicant Tracking..., Healthcare, Healthcare Management, Human Resources
Education
Boston University
Hartwick College
B.A
Denise Nolan's Coopers & Lybrand Experience 1986 - 1991
Job Director of Special Funds at Dana Farber Cancer Institute
Industry Nonprofit Organization Management
Experience
Dana Farber Cancer Institute April 1991 - Present
Coopers & Lybrand 1986 - 1991
Skills
Non-profits, Grants, Budgets, Research, Strategic Planning, Public Speaking, Analysis, Data Analysis, Customer Service, Policy, Project Management, Healthcare, Financial Analysis, Fundraising, Leadership, Process Improvement, Nonprofits, Program Management, Financial Reporting
Education
Suffolk University 1981 — 1984
MBA, FINANCE
Boston College 1975 — 1979
BS, Accounting
Dana Farber Cancer Institute April 1991 - Present
Coopers & Lybrand 1986 - 1991
Skills
Non-profits, Grants, Budgets, Research, Strategic Planning, Public Speaking, Analysis, Data Analysis, Customer Service, Policy, Project Management, Healthcare, Financial Analysis, Fundraising, Leadership, Process Improvement, Nonprofits, Program Management, Financial Reporting
Education
Suffolk University 1981 — 1984
MBA, FINANCE
Boston College 1975 — 1979
BS, Accounting
Richard Lichtman's Coopers & Lybrand Experience 1978 - 1984
Job Attorney at The Law Office of Richard K. Lichtman
Industry Law Practice
Experience
The Law Office of Richard K. Lichtman November 2000 - Present
Flowers and Lichtman May 1986 - October 2000
Executive Monetary Management February 1984 - April 1986
Coopers & Lybrand 1978 - 1984
Education
Boston University School of Law 1981 — 1984
LLM, Tax
Temple University - James E. Beasley School of Law 1975 — 1978
JD, Law
The Law Office of Richard K. Lichtman November 2000 - Present
Flowers and Lichtman May 1986 - October 2000
Executive Monetary Management February 1984 - April 1986
Coopers & Lybrand 1978 - 1984
Education
Boston University School of Law 1981 — 1984
LLM, Tax
Temple University - James E. Beasley School of Law 1975 — 1978
JD, Law
Maria T Vega's Coopers & Lybrand Experience 1991 - 1994
Job Controller at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific 2003 - Present
AOL Latin America 2001 - 2003
Avon Products 1994 - 2000
Coopers & Lybrand 1991 - 1994
Skills
Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Financial Reporting, Financial Analysis
Education
Boston College 1987 — 1991
Accounting
Boston Scientific 2003 - Present
AOL Latin America 2001 - 2003
Avon Products 1994 - 2000
Coopers & Lybrand 1991 - 1994
Skills
Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Financial Reporting, Financial Analysis
Education
Boston College 1987 — 1991
Accounting
brian hardiman's Coopers & Lybrand Experience September 1995 - September 1998
Job Managing Director, Sales Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Brendan Rowe's Coopers & Lybrand Experience September 1995 - July 1998
Job Vice President, Director of Football Operations at DVSport, Inc.
Industry Sports
Experience
DVSport, Inc. August 2012 - Present
United Football League 2009 - October 2012
Cleveland Browns 1999 - 2009
Coopers & Lybrand September 1995 - July 1998
Skills
Contract Negotiation, Contract Review, New Business Development, Sales Management, Sports Management, Sports Marketing, Team Leadership, Business Networking
Education
Bowling Green State University 1998 — 1999
Candidate for Masters in Education, Sports Administration
University of Notre Dame 1991 — 1995
Bachelor of Business Administration, Accounting/Sociology
DVSport, Inc. August 2012 - Present
United Football League 2009 - October 2012
Cleveland Browns 1999 - 2009
Coopers & Lybrand September 1995 - July 1998
Skills
Contract Negotiation, Contract Review, New Business Development, Sales Management, Sports Management, Sports Marketing, Team Leadership, Business Networking
Education
Bowling Green State University 1998 — 1999
Candidate for Masters in Education, Sports Administration
University of Notre Dame 1991 — 1995
Bachelor of Business Administration, Accounting/Sociology
Phillip Napolitano's Coopers & Lybrand Experience September 1988 - April 1990
Job Director Middle Market GI Regional Underwriting
Industry Insurance
Experience
Aetna September 2007 - Present
UNUM April 1997 - September 2007
NAP Enterprises August 1993 - April 1997
Bank of Boston April 1990 - August 1993
Coopers & Lybrand September 1988 - April 1990
Skills
CPA, Health Insurance, Claims Management, Claim, Reinsurance, Life Insurance, Financial Analysis, Underwriting, Insurance, Group Insurance, Disability Insurance, Brokers, Customer Service, Risk Management, Employee Benefits
Education
University of Southern Maine - School of Business 2000 — 2003
MBA, Finance
Bowdoin College 1984 — 1988
BA, Economics, Magna Cum Laude
Aetna September 2007 - Present
UNUM April 1997 - September 2007
NAP Enterprises August 1993 - April 1997
Bank of Boston April 1990 - August 1993
Coopers & Lybrand September 1988 - April 1990
Skills
CPA, Health Insurance, Claims Management, Claim, Reinsurance, Life Insurance, Financial Analysis, Underwriting, Insurance, Group Insurance, Disability Insurance, Brokers, Customer Service, Risk Management, Employee Benefits
Education
University of Southern Maine - School of Business 2000 — 2003
MBA, Finance
Bowdoin College 1984 — 1988
BA, Economics, Magna Cum Laude
Barbara English's Coopers & Lybrand Experience August 1983 - July 1985
Job Executive Director, Fixed Income Research at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 1986 - Present
W.R. Grace September 1985 - June 1986
Coopers & Lybrand August 1983 - July 1985
Skills
Money Markets, Asset Backed Commercial..., Money Market, Capital Markets, Fixed Income, Asset Management, Derivatives, Bonds, Structured Products, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management
Education
Boston College 1979 — 1983
BS, Accounting
West Islip High School 1975 — 1979
UBS Global Asset Management 1986 - Present
W.R. Grace September 1985 - June 1986
Coopers & Lybrand August 1983 - July 1985
Skills
Money Markets, Asset Backed Commercial..., Money Market, Capital Markets, Fixed Income, Asset Management, Derivatives, Bonds, Structured Products, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management
Education
Boston College 1979 — 1983
BS, Accounting
West Islip High School 1975 — 1979