Coopers & Lybrand
Coopers & Lybrand List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coopers & Lybrand. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Coopers & Lybrand Salaries. You can even request information on how much does Coopers & Lybrand pay if you want to. Learn about salaries, pros and cons of working for Coopers & Lybrand directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,719 Coopers & Lybrand employees in database. Find out everything there's to know about Coopers & Lybrand employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Coopers & Lybrand Employees
Winthrop Couchot PC January 2001 - Present
Ernst & Young July 1997 - July 2000
Sulmeyer Kupetz June 1992 - June 1996
Coopers & lybrand 1988 - 1990
Skills
Bankruptcy, Creditors' Rights, Chapter 11, Commercial Litigation, Restructuring, Dispute Resolution, Corporate Finance, Mediation, Business Transactions, Debtors, Litigation, Creditors
Education
Loyola Law School, Los Angeles 1990 — 1993
JD, Law
California State University-Northridge 1984 — 1988
BS, Business
LevitZacks, Certified Public Accountants September 2004 - Present
Ernst & Young, LLP September 1998 - October 2003
Coopers & Lybrand July 1995 - September 1998
Bankers Trust August 1993 - July 1995
Security Pacific National Trust Company January 1990 - July 1993
Kenneth Leventhal & Co., CPA's January 1985 - January 1990
Skills
Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Law, FIN 48, International Tax, FAS109, Tax Research, Financial Accounting, FAS 5, Trusts, Forensic Accounting, Due Diligence, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, S Corporations
Education
California State University-Northridge 1975 — 1979
Bachelor of Science, Business Administration/Accounting
Golden Gate University 1997 — 2000
MS, Taxation
PricewaterhouseCoopers 2010 - Present
PwC 1998 - 2010
Coopers & Lybrand 1983 - 1998
Skills
Talent Management, Organizational Design, Performance Management, Management Consulting, Employee Engagement, Human Resources, Management, Strategy, Leadership, Organizational..., Culture Change, Succession Planning, Mergers & Acquisitions, Business Intelligence, Change Management
Education
California State University-Northridge 1979 — 1983
Accounting
Bill Torres & Company, Inc. January 1994 - Present
Movement 2014 - 2015
Movement 2014 - 2015
Center Club 2014 - 2014
ProVisors 2008 - 2014
YMCA 1995 - 2013
Golden Gate University August 2009 - 2012
Accetta & Olmsted Accoutancy Corp October 1991 - December 1993
Kenneth Leventhal & Company November 1987 - December 1990
Coopers & Lybrand 1985 - 1987
Skills
Tax, CPA, Tax Preparation, Strategic Financial..., SEC filings, Small Business, QuickBooks, Auditing, Accounting, Financial Reporting, Estate Planning, Mergers, International/Cross...
Education
Golden Gate University 1990 — 1995
MS, Taxation
California State University-Fullerton 1980 — 1984
BA, Accounting
Deloitte Tax LLP September 2008 - Present
Deloitte Tax LLP June 2000 - August 2008
Deloitte Tax LLP October 1997 - May 2000
Coopers & Lybrand September 1991 - September 1997
Skills
Tax Due Diligence, Tax Advisory, Tax Structuring, Tax Modeling, Mergers & Acquisitions, Bankruptcy, Debt Restructuring
Education
Capital University Law School 1995 — 1999
Masters in Taxation, Taxation
Wright State University
Bachelor of Science (BS) in Business, Accounting and Finance
Hewlett-Packard 2005 - 2014
Comstock Systems / Hitachi Storage Software 2001 - 2005
Clarisay 1999 - 2001
Catapult Communications 1998 - 1999
Technology Modeling Associates 1994 - 1998
Media Vision Technology 1992 - 1994
Coopers & Lybrand 1987 - 1992
Skills
Change Management, Management, Start-ups, Process Improvement, Business Strategy, Strategic Planning, Business Planning, Managerial Finance, Business Development, Team Building, SaaS, Contract Negotiation, Strategic Partnerships, Sales, VSOE, Software, Revenue Recognition, Revenue Forecasting, Compliance, Fundraising, Mentoring, What-if Analysis, Budgets, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Financial Reporting
Education
California State University, Fresno 1985 — 1987
Bachelor's Degree, Accounting
National Business Appraisers, Inc. November 2009 - Present
National Business Brokerage, Inc. October 1988 - Present
Coopers & Lybrand 1987 - 1988
Skills
Real Estate Development, Business Strategy, Business Analysis, Business Development, Business Planning, Business Process, Business Valuation, Mergers & Acquisitions, Business Brokerage, Buyer Representation, Seller Representation, Real Estate Transactions, Residential Homes, Start-ups, Entrepreneurship, Strategic Planning, Valuation, Sales, Management, Small Business, First Time Home Buyers, Relocation, Short Sales, Financial Analysis, Management Consulting, Real Estate, Property Management, Investments, Finance, REO, Strategy, Venture Capital
Education
California State University-Fullerton 1982 — 1984
BA, Business, Emphasis in Accounting
National Business Appraisers Inc 1980 — 1984
his Bachelor of Arts, Business; an emphasis in Accounting
First 5 Marin March 2011 - Present
Unity of Marin March 2010 - Present
Marin Dance Theatre August 2008 - Present
Financial Transitions March 2007 - Present
Grubb & Ellis September 1991 - August 1995
Transamerica September 1990 - August 1991
Coopers & Lybrand September 1988 - June 1990
Skills
Budgets, Finance
Education
California State University-East Bay
Embassy Management, LLC September 2012 - Present
Sterling Savings Bank February 2004 - March 2012
Regence BS of Idaho and BCBS of Utah February 1998 - December 2003
Medical Service Corporation & Premera Blue Cross August 1988 - September 1997
ISC Systems Corporation February 1984 - August 1988
Coopers & Lybrand January 1979 - February 1984
Skills
Banking, Financial Analysis, Investments, Wealth Management, Financial Planning, Health Insurance, Strategic Financial..., Accounting, Internal Controls, General Ledger, Budgets, Managerial Finance, Financial Services, Tax, Finance, Strategic Leadership, Accounts Receivable, Process Improvement, Financial Reporting, Leadership, Management
Education
California State University-Hayward 1976 — 1978
Master of Business Administration (M.B.A.), Taxation
University of California, Davis 1969 — 1973
Bachelor of Arts (B.A.), Economics
. 2008 - Present
Cain Brothers 1999 - 2008
UBS 1997 - 1999
Dillon Read 1995 - 1997
Prudential Securities 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Restructuring, Business Strategy, Divestitures, Financial Analysis, Investment Banking, Business Valuation, Public Finance, Private Equity, Capital Markets
Education
Bryant University 1986 — 1990
BSBA, Accounting
Making$ense November 2009 - Present
Columbus Labor Solutions LLC December 2011 - May 2012
Magic Seal Paper Packaging 1988 - 2009
Kappa Kappa Gamma September 1979 - June 1988
Coopers & Lybrand 1977 - 1979
Skills
Payroll, Strategic Planning, Process Improvement, Non-profits, Financial Analysis, Payroll Administration, Budgeting, Financial Management, Budgets, Sales, Finance, Nonprofits, Accounting, Financial Accounting, Small Business, Financial Reporting, Managerial Finance, Strategic Financial..., Insurance, Financial Planning, Customer Service, Team Building, Public Speaking
Education
Capital University 1970 — 1974
BS Accounting CPA, Accounting/Finance
Dayton Belmont High 1966 — 1970
Peggy LeMasters, CPA, MST December 2012 - September 2014
Health Net February 1997 - January 2012
Cardinal Health February 1994 - December 1995
Whitmire Distribution Corporation December 1987 - February 1994
Coopers & Lybrand July 1981 - December 1987
Plankhouse Restaurant (Far West Services) January 1976 - July 1981
Skills
Federal Taxation, State Taxation, Tax Controversy, Information Reporting, Sales Tax, Mergers & Acquisitions, Property Tax, Tax, US Tax, CPA, Mergers, Tax Preparation, Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation, Financial Accounting
Education
Golden Gate University 1984 — 1987
MS, Taxation
California State University-Sacramento
B.S., Business Administration, Concentration Accounting
Baker Tilly December 2011 - Present
Schenck SC February 2007 - December 2011
Milwaukee Journal Sentinel August 2006 - September 2007
Protiviti May 2002 - February 2007
Arthur Andersen January 2000 - May 2002
Valcom 1996 - 1999
Coopers & Lybrand November 1994 - April 1995
Runzheimer International March 1986 - September 1994
Skills
Business Development, CRM, Leadership, Project Management, Marketing Communications, Management, Consulting, Budgets, Business Services, Strategy, Process Improvement
Education
University of Wisconsin-Milwaukee
BA, Communication & Mass Communication
Cardinal Stritch University
MS, Management
Nissan North America July 2014 - Present
Nissan North America, Midwest Region October 1995 - June 2014
Nissan North America, Infiniti West Region February 1993 - October 1995
Nissan North America February 1992 - February 1993
Nissan North America April 1990 - February 1992
Coopers & Lybrand September 1987 - April 1990
Skills
Process Improvement, Vendor Management, Nissan, Facilities Management, Team Building, Budgets, Procurement, Software Documentation, Human Resources, Accounts Payable, Purchasing, Accounts Receivable, Management, Customer Retention, Profit, Sales, Customer Satisfaction, Vehicles, Inventory Management
Education
California State University-Los Angeles 1982 — 1987
Bachelor of Science, Business Administration - Accounting
UCLA 1980 — 1982
None
Korn Ferry Institute May 2013 - Present
Investments & Pensions Real Estate October 2013 - Present
O'Dea & Associates April 2010 - Present
Wanger Investment Management, LLC July 2009 - April 2010
Calamos Investments March 2007 - July 2009
Mesirow Financial September 2005 - February 2007
Columbia Wanger Asset Management L.P. (Bank of America sub.) January 2001 - May 2005
O'Dea & Associates March 1995 - January 2001
Coopers & Lybrand January 1991 - March 1995
Crain's Chicago Business January 1989 - December 1990
Skills
Marketing Strategy, Business Strategy, Strategy, Business Development, Analysis, Finance, Investments, Leadership, Management, Asset Management, Economics, Proposal Writing, Media Relations, Research, Sales, Writing, Editing, Mergers & Acquisitions, Journalism, Real Estate, Strategic Planning
Education
Brown University 1979 — 1983
BA, History
Harmony Vineyard Church May 2007 - Present
IPC Technologies June 2005 - September 2008
Virginia Farm Bureau September 1999 - September 2004
Markel Corporation July 1991 - August 1999
Coopers & Lybrand June 1986 - June 1991
PALLM June 1985 - May 1986
Source EDP January 1985 - May 1985
American States Insurance August 1980 - December 1984
Carlson & Company Advertising July 1978 - June 1980
Skills
Change Management, Process Improvement, Public Speaking, Program Management, Management, Preaching, Team Building, Leadership, Team Leadership, Customer Service, Training, Coaching, Teaching, Leadership Development, Community Outreach, Fundraising, Theology, Pastoral Theology, Ministry Development, Strategic Planning, Nonprofits, Event Planning, Discipleship, Apologetics, Missions, Social Networking, College Ministry, Homiletics, Gospel, Pastoral Care, Microsoft Office, Program Development, Biblical Studies, Pastoral Counseling, Evangelism, Biblical Teaching, Exegesis, Editing, Government, System Administration, Church Consulting, Spiritual Direction, Religion, Volunteer Management, Staff Development, Youth Ministry, Discipleship Training, Psychotherapy, Conflict Resolution, Project Management
Education
Regent University 2010 — 2014
D.Min.
Virginia Union University 2004 — 2007
M.Div., Theology
Butler University 1974 — 1978
B.A., Speech/Communications
Benefit & Compensation Consultants 1994 - Present
Hub International 1992 - 1994
PricewaterhouseCoopers 1982 - 1992
Coopers & Lybrand 1982 - 1992
Buck Consultants 1974 - 1992
Skills
Insurance, Employee Benefits, Compensation, Management Consulting, Payroll, Executive Compensation, Benefits, Compliance, Health Insurance, Coaching, Public Speaking, Mergers, Retirement, Employee Relations, Executive Pay, Deferred Compensation, Human Resources, Consulting, Business Planning
Education
Brooklyn Law School
JD
New York University, Stern School of Business 1956 — 1960
BS, Human Resources
Reverie January 2015 - Present
Ergomotion Inc October 2011 - September 2014
Pyrotek, Inc. January 2006 - October 2011
ZCI Consulting, Inc. January 2003 - December 2005
IBM Global Services December 1997 - December 2002
Deloitte Consulting January 1997 - December 1997
Coopers & Lybrand January 1995 - January 1997
Skills
Process Improvement, Business Process..., ERP, Team Building, Manufacturing, Change Management, Business Strategy, Acquisition Integration, Sales Management, Operations Management, Management Consulting, Strategic Planning, Business Analysis, Supply Chain Management, Mergers, New Business Development, Supply Chain, Process Engineering, Project Management, Business Transformation, Forecasting, Team Leadership, Cross-functional Team..., Program Management, Management, Business Planning, Project Planning, Leadership, Budgets, Product Development, Business Process, Continuous Improvement, Six Sigma, SAP, Procurement, Strategy, Negotiation, Lean Manufacturing, Contract Negotiation, Purchasing, Start-ups, P&L Management, Logistics, Mergers
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science, Business Administration
BDO Canada July 2015 - Present
NPT LLP September 2006 - June 2015
Natural Resource Gas Limited October 1996 - March 2006
Coopers & Lybrand July 1985 - October 1996
Ward Mallette Chartered Accountants January 1983 - June 1985
Skills
Audit, Internal Controls, Accounting, Financial Reporting, Financial Analysis, Non-profits, Budgeting, Tax, Financial Accounting, Auditing, Finance, Corporate Tax, Income Tax, Financial Statements, Strategic Financial..., GAAP, Tax Preparation
Education
Brock University 1977 — 1982
B. Sc, Mathematics
Brock University 1977 — 1982
B. Admin, Accounting
Sir Winston Churchill SS 1972 — 1977
Golbar & Associates, CPA's and Net Worth Advisors September 1989 - Present
Rothstein Kass September 1987 - September 1989
Coopers & Lybrand 1985 - 1987
Robert Mchale, CPA September 1982 - September 1985
Skills
Income Tax, Tax Returns, Partnership Taxation, Tax Compliance, Corporate Tax, Tax Research, Sales Tax, Audit, GAAP, Accounting, International Tax, Financial Reporting, Internal Controls, Bookkeeping, Tax Law, Financial Accounting, Auditing, Financial Planning, Cash Flow, General Ledger, Financial Analysis, Payroll, Compliance, Trusts, Due Diligence, Financial Management, Tax Preparation, Management Consulting, Mergers, Valuation, Real Estate, Restructuring, IRS, Tax Audits, Individual Taxation, Forensic Accounting, Business Planning, Small Business..., Tax Return Preparation, Budgeting, Internal Audit, US GAAP, QuickBooks, Strategic Financial..., CPA, Tax Advisory, Arbitration, Tax, Budgets, High Net Worth...
Education
California State University-Northridge 1983 — 1985
Bachelor's degree, Business Administration/Accounting
Santa Monica College 1980 — 1982
AA, Business Management
Malcolm Bruce and Associates January 1994 - Present
SRI - Strategic Resources Incorporated May 1989 - March 1994
Canadian Broadcasting Corporation September 1978 - June 1989
Coopers & Lybrand June 1976 - October 1978
Skills
Risk Management, Financial Analysis, Internal Controls, Change Management, Auditing, Managerial Finance, Financial Reporting, Analysis, Risk Assessment, Project Planning, Management, Business Planning, Internal Audit, Strategic Planning, Mergers & Acquisitions, Budgets, Business Transformation, Financial Audits, Policy, Forecasting, IT Management, Coaching, Finance
Education
Institute of Chartered Accountants of Ontario 1976 — 1978
Chartered Accountant
Carleton University 1972 — 1976
Honours Bachelor of Commerce, Business
Glebe Collegiate
Delaware Investments, a member of the Macquarie Group September 2010 - Present
Delaware Investments November 1998 - August 2010
Delaware Investments March 1994 - November 1998
Coopers & Lybrand August 1988 - March 1994
Skills
Managerial Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Management, Finance
Carleton College 1979 — 1983
BA, Economics
Kent Place
Manufacturing Executive Institute 2008 - Present
Dunkirk Governance Specialists, LLC April 2007 - Present
GDI Consulting & Training Company January 1980 - Present
Gemini Management Consulting October 1992 - November 1994
Coopers & Lybrand August 1990 - September 1992
Taylor-Dunn Manufacturing June 1974 - December 1979
Skills
Continuous Improvement, Supply Chain, Manufacturing, Professional Services, Strategy, Training, Business Development, Program Management, Coaching, Lean Manufacturing, Operational Excellence, Cross-functional Team..., Process Improvement, Management Consulting, Finance, Business Strategy, Strategic Planning, Consulting, Inventory Management, Business Process..., Supply Chain Management, Performance Improvement, ERP, Operations Management, Investments, Change Management, Governance, Logistics, Negotiation, Project Management, Mergers & Acquisitions, Business Modeling, Business Planning, Sales Management, Start-ups, Employee Benefits, Leadership, Microsoft Excel, Management, Team Leadership, Entrepreneurship, New Business Development, Leadership Development, Public Speaking, Six Sigma, Organizational..., Business Analysis, Project Planning, Team Building
Education
California State University-Fullerton 1976 — 1980
BA, Business Administration
myGREEN Tax and Accounting January 2010 - Present
CPApartner, Inc. 1995 - September 2011
Coopers & Lybrand 2003 - 2005
Ernst & Young 1991 - 1993
Skills
Accounting, Auditing, Process Improvement, Corporate Finance, Business Intelligence, Leadership, Mergers, Start-ups, Financial Accounting, Due Diligence, Financial Analysis, Venture Capital, Tax, Strategy, Entrepreneurship, Executive Management, Finance, Managerial Finance, Small Business, Business Strategy, Business Planning, Mergers & Acquisitions, Financial Modeling, Management Consulting, Strategic Financial..., Business Development, Strategic Planning, Private Equity, CPA
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, International
California State University-Sacramento 1988 — 1993
Masters, Accounting - International tax
John F. Kennedy
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
KBD Holdings, Inc 1997 - Present
MGP Holdings, Inc. and Malibu Grand Prix Corporation 1989 - 1997
Coopers & Lybrand January 1985 - 1988
Unocal January 1982 - January 1985
Fox & Company 1981 - 1982
Education
California State University-Fullerton 1978 — 1981
Bachelor of Arts, Accounting
MX Holdings US, Inc. October 2013 - Present
Deloitte July 1996 - September 2003
Coldwell Banker May 1994 - July 1996
Sares-Regis Group February 1990 - May 1994
Coopers & Lybrand September 1984 - January 1990
Skills
SEC filings, Internal Audit, US GAAP, Financial Accounting, Internal Controls, Accounting, Finance, Auditing, GAAP, CPA, Business Process..., SEC Filings, Financial Analysis, Process Improvement
Education
Cal State Fullerton 1991 — 1994
Master of Business Administration (MBA)
Cal Poly Pomona 1979 — 1984
Bachelor of Science (BS), Accounting
Driscoll's March 2013 - Present
Driscoll's April 2012 - March 2013
Driscoll's February 2008 - April 2012
Altera Corporation 2007 - 2007
Castelle 2006 - 2007
Growers Express 2004 - 2005
David Peters, CPA 2001 - 2004
NetNoir, Inc 1998 - 2001
Chiron Corp 1997 - 1998
Coopers & Lybrand January 1994 - May 1997
Skills
Audit Management, International Accounting, Accounting Management, Financial Reporting, Accounting, SEC filings, Managerial Finance, Finance, Consolidation, Auditing, Financial Statements, Financial Modeling, Tax, Revenue Recognition, Analysis, CPA, Budgets, SEC Filings, Management, Strategic Planning
Education
California State University-East Bay
B.S, Accounting
University of California, Los Angeles 1981 — 1985
Engineering
Bishop O'Dowd
St. Mary's High
Nestlé Waters North America 2011 - Present
Nestlé Waters North America 2009 - 2011
Nestlé Waters North America 2006 - 2009
Nestlé Waters North America 2003 - 2006
ACOSTA SALES & MARKETING & MARKETING SPECIALISTS 2000 - 2003
The Quaker Oats Company 1990 - 2000
Coopers & Lybrand 1984 - 1988
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
Master of Business Administration (MBA)
California State Polytechnic University-Pomona 1978 — 1983
Bachelor of Science (BS), Business Administration, Major Accounting
Grant Thornton LLP May 2007 - June 2010
RSM McGladrey 2003 - 2007
Price Waterhouse Coopers 1998 - 2003
Coopers & Lybrand 1997 - 1998
Hughes Electronics 1992 - 1997
Arthur Andersen 1988 - 1992
Skills
State Tax Planning, Tax Research, State Tax, Tax, Auditing, Tax Advisory, Sales Tax, SEC filings, Tax Law, Internal Controls, Mergers & Acquisitions, Tax Accounting, Partnership Taxation, FIN 48
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
MST, Taxation
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Accounting
CFO Business Strategies, Inc September 2013 - Present
Mills Consultancy Group January 1999 - August 2013
McCallum Theatre for the Performing Arts March 2010 - July 2012
Desert Resort Management February 2006 - July 2009
Marywood Palm Valley School June 2000 - February 2006
North American Jet Charter September 1995 - December 1998
Coopers & Lybrand August 1985 - September 1988
Skills
Accounting, Analysis, Auditing, Budgets, Business Development, Finance, Financial Reporting, Forecasting, Internal Audit, Internal Controls, Management, Management Consulting, Managerial Finance, Microsoft Excel, Nonprofits, QuickBooks, Payroll, Sales, Start-ups, Training
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1980 — 1985
BA, Dual Major: Accounting/Finance
Resource Distribution, Inc. April 2014 - Present
Quarto Growth Systems, LLC March 2011 - Present
LERETA Corp. June 1988 - September 2004
Coopers & Lybrand January 1980 - June 1988
Skills
Management Consulting, Business Strategy, Executive Coaching, Strategic Planning, Business Planning, Strategy Development, Leadership Development, Business Growth, Leadership Mentoring, Executive Development, Change Leadership, Business Turnaround, Team Alignment, Strategic Planning..., Executive Mentoring, Strategic Leadership, Culture Change, Strategy Facilitation, Organizational..., Strategic Consulting, Organizational Change, Performance Improvement, Cultural Transformation, Rapid Growth, Profit Improvement, High Performance Teams, Organizational Growth, Profit Maximization, Change Management, Strategy, Business Alignment, Coaching, Operations Management, Team Building, Business Development, Management, Mortgage Lending, Executive Management, Facilitators, Training, Small Business, Mergers & Acquisitions, Acquisition Integration, Performance Management, Conflict Resolution, Consulting, Process Improvement, Finance, Leadership, Business Analysis
Education
California State University-Fullerton 1976 — 1984
BA in Accounting, MBA in Finance
SJR Farm April 2011 - Present
River Cities Sawing, LLC March 2012 - June 2012
Texas Industries January 2005 - September 2011
Texas Industries 2001 - 2005
Texas Industries March 1998 - May 2003
Ebara International Corporation 1990 - 1996
Coopers & Lybrand 1988 - 1990
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Capital Acquistions, Acquisition Integration, Strategic Planning, Business Strategy, Strategy Development, Marketing Strategy, Operations Management, Operational Planning, Strategy, Business Process..., Coaching, Business Planning, Management, Process Improvement, Business Development, Forecasting, Leadership, Inventory Management, Negotiation, Start-ups, Project Planning
Education
California State University-Sacramento
MBA, Finance/Accounting, Strategic Management
California State University-Chico
B.A., Economics
ABSW; Graduate Theological Union
M.Div., Philosophy, Theology & Antiquities
City of Pacific Grove June 2011 - Present
Gold Coast Australian Cattle Dog Club 2006 - 2013
Abramson Church & Stave, LLP April 2007 - November 2009
Castelle 1999 - 2006
Western Communications 1989 - 1992
Coopers & Lybrand 1986 - 1989
Skills
Accounting, Microsoft Office, Small Business, Microsoft Excel, Non-profits, Customer Service, Sales Tax, Research, Budgets, System Administration, QuickBooks, Financial Accounting, Strategic Planning, Tax Preparation, Financial Reporting, Payroll, Account Reconciliation, Tax Returns, Nonprofits, Cost Accounting, Bookkeeping, Financial Statements, Spreadsheets, GAAP, Policy, Data Entry
Education
San Francisco State University 1982 — 1985
BS, Accounting
California State University-Stanislaus 1976 — 1979
BA, Liberal Studies, Early Childhood Education
Salient Federal Solutions October 2014 - Present
Salient Federal Solutions May 2009 - Present
IBM 1997 - 2009
PricewaterhouseCoopers 2001 - 2004
PricewaterhouseCoopers 2001 - 2004
Coopers & Lybrand 1997 - 2001
Coopers & Lybrand 1997 - 2001
U.S Navy 1973 - 1997
United States Navy 1973 - 1997
United States Navy 1973 - 1997
Skills
Program Management, PMP, SDLC, PMO, Process Improvement, Business Process..., Project Portfolio..., Requirements Analysis, Business Analysis, Business Process, Change Management, Enterprise Architecture, Integration, Project Management, Management Consulting, Healthcare Information..., Software Project..., IT Strategy, Business Process..., ITIL, Requirements Gathering, Business Requirements, Information Technology, Requirements Management, Resource Management, Software Development, Governance, Process Engineering, Risk Management, Systems Analysis, Business Transformation, Consulting, IT Management, IT Service Management, MS Project, Vendor Management, Cross-functional Team..., Software Documentation, CMMI, Agile Methodologies, Visio, SharePoint, Management, Analysis, Agile Project Management, Quality Assurance, Disaster Recovery, Business Intelligence, ERP, Enterprise Software
Education
University of North Florida 1981 — 1983
MS, Health Care
Buena Vista University 1979 — 1980
BS, Biology
IQV Construction, Inc June 2011 - Present
La Cave Wine & Food Hideaway April 2010 - Present
Housing Industry Foundation February 2015 - Present
Draeger Construction January 2002 - April 2011
Rebuilding Together Silicon Valley August 2009 - July 2010
Rebuilding Together Silicon Valley January 2004 - July 2009
Globe Wireless July 2000 - January 2002
marchFIRST September 1998 - July 2000
DPR Construction, Inc. 1993 - 1998
Coopers & Lybrand 1989 - 1993
Education
California Polytechnic State University-San Luis Obispo 1987 — 1990
Bellarmine College Preparatory 1979 — 1983
Robert Half Management Resources 2009 - Present
Irwin Seating Company 2008 - 2009
WilliamCharles Search Group 2008 - 2009
Knape & Vogt 2007 - 2008
Koyo Corporation 2005 - 2007
McGraw-Hill 1999 - 2005
Robert Half Management Resources 1999 - 1999
Trident Automotive 1998 - 1999
Amway 1980 - 1985
Coopers & Lybrand 1978 - 1980
Skills
Microsoft Office, Hyperion, MRP, SAP, General Ledger, Financial Reporting, Fixed Assets, Auditing, Cash Management, Business Objects, Treasury, Risk Management, Hyperion Enterprise, ERP, Cash Flow, Forecasting, Accounting, Cost Accounting
Education
Calvin College
BA, Mathematics and Economics
Grimbleby Coleman CPAs, Inc. 1982 - Present
John Waddell Accountants 1981 - 1982
Coopers & Lybrand 1979 - 1981
Skills
Tax, Accounting, Management Consulting, Construction, CPA, Financial Reporting, Partnership Taxation, Business Planning, S Corporations, Financial Analysis, Mergers, Financial Statements, Forensic Accounting, Estate Tax Planning
Education
Golden Gate University 1983 — 1986
MBA
California State University-Sacramento 1973 — 1979
BS, Accounting
Loyola High School
Intuit March 2015 - May 2015
Internal Revenue Service September 2009 - January 2015
Ernst & Young January 1996 - September 2009
Acordia January 1993 - December 1995
Anthem March 1991 - December 1992
Coopers & Lybrand March 1988 - February 1991
Anthem/Blue Cross/The Associated Group April 1981 - February 1988
Geo. S. Olive June 1980 - March 1981
Skills
Corporate Tax, Tax, IRS, Compliance, FASB, Income Tax, Partnership Taxation, Accounting, CPA
Education
Indiana University Robert H. McKinney School of Law 1983 — 1987
JD, Law
Butler University - College of Business Administration 1976 — 1980
B.S., Accounting
FloatingTouch, LLC December 2009 - Present
Spanworks, Inc March 1997 - June 2003
Specialty Systems SR January 1988 - November 1996
Coopers & Lybrand January 1983 - January 1988
Corporate - various September 1971 - January 1983
Skills
Entrepreneurship, Business Development, Management Consulting, Software Development, Venture Capital, Strategic Planning, Executive Management
Education
California State University-Northridge 1970 — 1973
B.S., Finance, Accounting
Carlile Patchen & Murphy LLP October 2002 - Present
NAIOP 2007 - 2015
ICSC 2007 - 2015
Discovery District Development Corporation 2002 - 2015
Columbus Bar Association 1986 - 2015
Association for Corporate Growth--Columbus, Ohio chapter 2009 - 2013
Coopers & Lybrand (1998 merged to form PricewaterhouseCoopers LLP) 1988 - 1991
Coopers & Lybrand 1988 - 1991
Schottenstein, Zox & Dunn 1985 - 1988
Huntington National Bank 1983 - 1985
Skills
Securities, Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Development, Commercial Banking, Receiverships, Mergers, Estate Planning, Tax, Business, Commercial Leasing, Creditors' Rights, Creditor Representation, Banking, Loan Documents, Loan Modifications, Loan Closings, Loan Sales, Business Notes, Note Sales, Tax-deferred Exchanges, Title Insurance, Oil/Gas, Due Diligence, Corporate Law, Commercial Litigation, Venture Capital, Private Equity, Corporate Governance, Joint Ventures, Corporate Finance, Wealth Management, Licensing, Zoning, LLC, Disposition, Capital Markets, Sales, Mergers & Acquisitions, Trusts, Investments, Small Business, Legal Writing, Banking Law, Bankruptcy, Real Estate Economics, Acquisitions, Brokerage, Leases
Education
Capital University Law School 1982 — 1986
Juris Doctor
Capital University 1978 — 1982
BA, magna cum laude, Accounting
Moss Adams LLP October 2012 - Present
Marshall & Stevens April 2011 - October 2012
WTAS, LLC August 2008 - March 2011
Mesirow Financial November 2007 - September 2008
Navigant Consulting October 2004 - November 2007
Deloitte 1993 - 2004
Ernst & Young 1992 - 1993
Coopers & Lybrand 1989 - 1992
Resource Valuation Group 1987 - 1989
American Appraisal Associates 1985 - 1986
Skills
Restaurants, Valuation, Business Valuation, Private Equity, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Reporting, Restructuring, Forensic Accounting, Business Strategy, Alternative Investments, Litigation Support, Strategic Financial...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Economics
Jacobsen & Company, Inc. An Accountancy Corporation December 1999 - Present
Tulare Kings County Estate Planning Council 2011 - 2012
San Joaquin Valley College 2009 - 2011
Enns, Jacobsen & Company, Inc. December 1991 - December 1999
Noell Clevenger & Company January 1991 - December 1991
DeMera DeMera Cameron, LLP January 1986 - January 1991
Coopers & Lybrand January 1984 - December 1985
Ernst & Whinney January 1983 - December 1983
Skills
Stock Market..., Real Estate, Investment Properties, Sales, Project Planning, Corporate Tax, CPA, Trusts, Small Business, Tax, Estate Planning, Accounting, Strategic Planning, Investments, Financial Analysis, Public Speaking, Finance, Coaching, Customer Service, Teaching, Tax Returns, Leadership Development, Auditing, Negotiation, Budgets, Estate Tax Planning, Strategic Financial...
Education
San Joaquin College of Law 1986 — 1991
MS, Taxation
California Polytechnic State University-San Luis Obispo 1978 — 1982
Bachelor of Science (BS), Bus Admin/Accounting
Ueltzen & Company, LLP August 2011 - Present
CASA Sacramento February 2010 - Present
WEAVE February 2010 - June 2014
Deloitte Tax LLP December 2000 - August 2011
Perry-Smith LLP July 1997 - December 2000
Coopers & Lybrand January 1992 - July 1997
Skills
Energy, Corporate Tax, Tax Research, Tax, SEC filings, Tax Accounting, Income Tax, Forensic Accounting, CPA, Accounting, Auditing, Due Diligence, Management
Education
Golden Gate University 1993 — 1997
MS, Taxation
California State University-Sacramento 1983 — 1992
BS, Business - Accounting Concentration
TANNER CORPORATE ADVISORY SERVICES, INC. February 2003 - Present
MOTT MACDONALD January 2011 - June 2014
BC HYDRO & POWER AUTHORITY March 2001 - February 2003
AZURIX INTERNATIONAL January 1999 - February 2000
VIVENDI / GENERALE DES EAUX 1996 - 1999
MEKAR IDAMAN SDN. BHD. / TANNER INTERNATIONAL CONSULTING 1995 - 1996
COCHET + SCHWARZ CONSULTING 1994 - 1995
GOVERNMENT OF CANADA & GOVERNMENT OF MALAYSIA 1991 - 1994
MINISTRY OF INTERNATIONAL BUSINESS, GOVERNMENT OF BRITISH COLUMBIA 1990 - 1991
COOPERS & LYBRAND 1988 - 1990
Skills
Project Finance, Wind, Renewable Energy, Biomass, Private Equity, Hydropower, Clean Technology, Environmental Impact..., Energy, Solar Energy, Entrepreneurship, Cleantech, Public Private..., Water and Waste Water..., Procurement, Sustainable Energy, Business Strategy, Environmental Awareness, Management, Strategy, Mergers & Acquisitions, Public/private..., Business Development, Sustainability, International Business, Project Management, Alternative Energy, Photovoltaics, Feasibility Studies, Due Diligence, Management Consulting, Sustainable Development, Energy Efficiency, Water, Climate Change, Executive Management, Solar Thermal, Joint Ventures, Corporate Finance, Solar PV, Start-ups, Project Planning, Venture Capital, Outsourcing, Sustainability..., Leadership, Energy Management, Environmental Policy, Engineering, Waste Management
Education
INSEEC 2005 — 2005
M.B.A., International Marketing, Summa Cum Laude (GPA 4.16)
Capilano University 1987 — 1988
Graduate Diploma, Asian Management Studies
Cardiff University / Prifysgol Caerdydd 1985 — 1986
Master of Science (M.Sc.), International Banking & Finance, Summa Cum Laude
The University of British Columbia 1980 — 1981
M.A., Urban Planning, International Development Planning
The University of British Columbia 1975 — 1978
B.A., Geography & Economics
McGladrey 2001 - Present
PricewaterhouseCoopers 1998 - 2001
Coopers & Lybrand 1986 - 1998
Franchise Tax Board 1982 - 1986
Skills
Tax, Corporate Tax, Tax Research, SEC filings, CPA
Education
California State University-Los Angeles
BS, Accounting
Manhattan Beachwear, Inc. January 2013 - Present
Dreamgirl International August 2009 - December 2012
Two Chefs On A Roll, Inc. June 2003 - December 2008
Golden Eagle Express, Inc. 2000 - 2002
Masterfoods 1993 - 2000
Rainbird Corporate Services 1991 - 1993
Coopers & Lybrand 1988 - 1991
Skills
Cross-functional Team..., Forecasting, Business Process..., Business Planning, Business Strategy, Mergers, Strategic Planning, Budgets, Management, Change Management, Product Development, Financial Reporting, Finance, Leadership, Mergers & Acquisitions, Strategy, Auditing, Managerial Finance, SEC filings, Accounting, Risk Management, Retail, Analysis
Education
California State Polytechnic University-Pomona 1991 — 1993
MBA
California State Polytechnic University-Pomona 1984 — 1986
B.S.
David Kutilek - Consultant 2010 - Present
PricewaterhouseCoopers 2007 - 2010
PricewaterhouseCoopers 2004 - 2007
PricewaterhouseCoopers 2001 - 2004
Coopers & Lybrand 1976 - 1986
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Accounting
San Diego State University-California State University
BS, Business Management
Best Collateral, Inc. June 1993 - Present
Dahlgren Control Systems May 1988 - June 1993
Coopers & Lybrand September 1981 - May 1988
Skills
Customer Service, Financial Analysis, Strategic Planning, Insurance, Negotiation, New Business Development, Sales Management, Business Planning, Management, Business Strategy, Sales, Team Building, Budgets, Small Business, Business Development, Mergers & Acquisitions, Executive Management, Entrepreneurship, Finance, Start-ups, Leadership, Management Consulting, Strategy, Risk Management, Pricing, Due Diligence, Forecasting, Operations Management, Training, Marketing, Contract Negotiation, Retail, Marketing Strategy, Accounting, Coaching, Process Improvement, Selling, Inventory Management, P&L, P&L Management, Product Development, Account Management, Profit, Team Leadership, Purchasing, Strategic Partnerships, Sales Operations, Watches, Merchandising, Wholesale
Education
California State University-Hayward 1978 — 1981
Business, Accounting
Berkeley High School
Berkeley High School
Paschal Heat, Air & Geothermal February 2011 - Present
Self Employed October 2001 - Present
NWACC 2006 - November 2010
Tut Systems June 1997 - September 2001
Telechips Corporation April 1995 - May 1997
Coopers & Lybrand June 1989 - April 1995
Skills
Contract Negotiation, Strategic Partnerships, Process Improvement, Accounting, Mergers, Mergers & Acquisitions, Telecommunications, Finance
Education
California State University-Chico 1985 — 1989
B.S., Business Administration, Accounting
R.G. Barry Corporation December 1981 - Present
OSCPA member 1979 - Present
R.G. BARRY CORPORATION July 2013 - January 2015
R.G. BARRY CORPORATION November 2008 - June 2013
R.G. BARRY CORPORATION September 1988 - November 2008
R.G. BARRY CORPORATION April 1985 - September 1988
R.G. BARRY CORPORATION September 1984 - April 1985
R.G. BARRY CORPORATION December 1981 - September 1984
Coopers & Lybrand June 1977 - December 1981
Ashland Oil Inc. June 1976 - June 1977
Skills
GAAP, Process Improvement, Accounting, SEC filings, CPA, Auditing, Leadership, Internal Controls, Financial Reporting, Forecasting, Finance, Internal Audit, Tax, Sarbanes-Oxley Act, External Audit, Corporate Finance, Strategic Financial..., Financial Analysis
Education
Miami University 1972 — 1976
B.S. in Business Administration, Major-Accounting
Capital University 1983 — 1985
Masters Degree of Business Administration, Business Administration
Amway January 2014 - Present
Easter Seals Michigan, Board of Directors October 2008 - Present
Amway September 2008 - January 2014
Quixtar/Amway Global May 2003 - September 2008
Amway April 2001 - May 2003
Tower Automotive April 2000 - April 2001
Amway November 1990 - April 2000
Coopers & Lybrand 1986 - 1990
Skills
Strategic Planning, Budgeting, Public Speaking, Accounting, Cross-functional Team..., Financial Reporting, Business Planning, Team Building, Excel, Word, Planning, Financial Analysis, Fundraising, Business Strategy, Financial Planning, PowerPoint, Team Leadership, Microsoft Office, Supervisory Skills, Financial Management, Corporate Finance, Management, Project Planning, Strategy, Leadership, Program Management, Budgets, New Business Development, Marketing Strategy, Microsoft Excel, Strategic Financial..., Managerial Finance, Operations Management, Competitive Analysis, Marketing, Analysis, Finance, Microsoft Word
Education
Calvin College 1981 — 1986
BS, Accountancy
Roland Corporation U.S. November 2012 - Present
Bitesize Media July 2010 - Present
Identiv February 2011 - November 2012
Timothy T Mizuo CPA January 2009 - January 2011
DLC LLC October 2006 - December 2008
Makita USA March 2004 - June 2006
Northrop Grumman (TRW) 1997 - 2003
Ricardo Beverly Hills 1994 - 1997
Toyota Motor Sales USA 1990 - 1994
Coopers & Lybrand 1986 - 1990
Skills
SEC filings, Sarbanes-Oxley, Mergers, US GAAP, SEO, Lead Generation, Wholesale, Web Marketing, P&L Responsibilities, Performance Based..., Internet Media, GAAP, Managerial Finance, Due Diligence, Finance, Mergers & Acquisitions, Financial Reporting, Variance Analysis, Start-ups, Process Improvement, Forecasting, Accounting, Management, Sarbanes-Oxley Act, Strategic Financial..., Fixed Assets, Auditing, CPA, Account Reconciliation, Revenue Recognition, Analysis, P&L Management, Accounts Receivable, Management Consulting, Internal Controls, Tax, Financial Analysis, Financial Statements, Budgets, Payroll, Financial Modeling, Cash Management, Cost Accounting, Financial Forecasting, Cash Flow, Accounts Payable, Acquisition Integration, Internal Audit, Corporate Finance, Hyperion Enterprise
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science, Accounting and Business/Management
Waseda University
Japanese Language and culture
Experience Unlimited May 2010 - Present
Tony LaRussa's ARF September 2009 - Present
Experience Unlimited June 2009 - Present
Buckley Patchen Riemann & Hall January 2013 - April 2013
Ann C. Foster, CPA February 2012 - April 2012
Ann C. Foster, CPA February 2011 - April 2011
Johnston, Gremaux & Rossi, LLP January 2000 - April 2010
Pegasus Group June 1996 - October 1999
Coopers & Lybrand December 1992 - November 1993
Deloitte January 1979 - August 1992
Skills
Journal Entries, Accounting, Non-profits, Tax, Customer Service, Lacerte, ProSystem fx Tax, Helping Clients Succeed, Fixed Asset Depreciation, Sales Tax, Nonprofits, Finance, Project Management, Program Management, Process Improvement, Time Management, Leadership, Strategic Planning, Project Planning
Education
Heald Business College 1994 — 1995
Acctg Degree, Accounting
California State University-Sacramento 1972 — 1974
Accounting
California State University-Hayward
Tax and Accounting
Golden Gate University
Tax and Accounting
Re/Max Beach Cities Realty 1991 - Present
Coopers & Lybrand 1980 - 1982
Coopers & Lybrand CPA's 1980 - 1982
Skills
Real Estate Sales, Real Estate, Investment Properties, Residential Homes, Real Estate Development, Sellers, Short Sales, REO, First Time Home Buyers, Buyer Representation, Listings, Relocation, Single Family Homes, Foreclosures, Investors, Condos, Real Estate Transactions, Townhomes, Sales, SFR, Real Property
Education
California State University-Long Beach 1978 — 1980
MBA, Accounting
California State University-Long Beach 1976 — 1978
BA, Accounting
Integrated Solution For Schools May 2013 - Present
Easy CRM Implementations/Lucidity Consulting January 2009 - Present
Oracle Corporation September 2004 - January 2009
Siebel Systems September 2004 - January 2009
GEAC May 1998 - February 2004
Comshare May 1998 - February 2004
Nestle November 1993 - May 1998
Coopers & Lybrand August 1991 - November 1993
Skills
CRM, Saas, Integration, Enterprise Software, SaaS, Pre-sales, Sales Management, Business Intelligence, Lead Generation, Sales Process, Oracle, Forecasting, Start-ups, Management, Sales, Product Management, Cloud Computing, Business Analysis, Budgets, Leadership, Team Building, Call Centers, Essbase, Solution Selling
Education
California State University-Northridge 1985 — 1990
BS, Management Information Systems, Accounting
Pacific Union College 1985 — 1986
Computer Science
Bolar Hirsch & Jennings LLP March 2013 - Present
CoreLogic December 2011 - February 2013
Golden State Foods June 2011 - August 2011
Hein & Associates January 2011 - June 2011
First American Title January 2001 - November 2003
NRT Incorporated April 1998 - September 1999
Apria Healthcare April 1998 - September 1999
Bolar Hirsch & Jennings, LLP May 1996 - April 1998
Coopers & Lybrand September 1993 - April 1996
Skills
Tax, Accounting, Tax Accounting, Income Tax, Corporate Tax, Tax Research
Education
Golden Gate University 1996 — 2001
Masters of Science, Taxation
California State University-Fullerton 1988 — 1993
Bachelor of Science, Business Administration; Accounting
Excelligence Learning Corp April 2013 - Present
Korean Sin Moo Hapkido Federation October 1983 - Present
Financial Consulting August 2009 - March 2013
Epicor Software January 2007 - July 2009
Ingram Micro April 2001 - April 2006
Ingram Micro January 2001 - January 2003
PacifCare of California April 1998 - April 2001
Kia Motors America July 1997 - April 1998
Toyota Motor Sales January 1993 - July 1997
Coopers & Lybrand September 1989 - December 1992
Skills
Forecasting, Financial Reporting, Accounting, Mergers, Compliance, Process Engineering, Process Improvement, Process Development, Change Management, Financial Analysis, Financial Modeling, Business Analysis, Process Simulation, Budgets, Team Building, Mergers & Acquisitions, Management, Business Planning, Strategic Financial..., ERP, Auditing, Finance, Leadership, Training, Project Planning, General Ledger, Management Consulting, Strategy, Executive Management, Strategic Planning, Managerial Finance, Business Strategy, Analysis, Financial Planning, Internal Controls
Education
University of California, Los Angeles 1987 — 1989
Bachelor of Arts (B.A.)
California State University-Northridge 1984 — 1986
Bachelor of Arts (B.A.)
GE Capital October 2013 - Present
GE Capital December 2008 - September 2013
GE Capital 2005 - November 2008
GE Capital July 2003 - July 2005
GE Capital February 2000 - June 2003
GE Capital December 1997 - January 2000
GE Capital, various May 1989 - November 1997
Coopers & Lybrand June 1985 - April 1989
Skills
Lean Manufacturing, Sourcing, Portfolio Management, Six Sigma, Financial Services, Leadership, Financial Analysis, Corporate Finance, Risk Management, Project Management, Financial Modeling, Cross-functional Team..., Process Improvement, Acquisition Integration, Mergers, Strategy, Operational Excellence, Strategic Planning, Mergers, Organizational..., Strategic Leadership, Finance
Education
Bryant University 1981 — 1985
Bachelors, Accounting/Finance
Mosaic Financial Partners 1999 - Present
Harris Digital Telephone Systems 1995 - 1999
Creative Marketing Incentives 1991 - 1995
PacTel Products 1988 - 1991
Coopers & Lybrand 1976 - 1988
Skills
Portfolio Management, ETFs, Asset Allocation, Wealth Management, Financial Advisory
Education
Golden Gate University
MS Finance, Financial Planning
California State University-Chico 1972 — 1976
BS Business Administration, Accounting
Wincor Nixdorf July 2011 - Present
Tesco July 2006 - May 2011
Archidata Kft. December 2005 - July 2006
Self-employed January 2005 - December 2005
Avis Budget Group January 2004 - December 2004
PricewaterhouseCoopers July 1998 - August 2003
Coopers & Lybrand March 1997 - June 1998
Dynasoft September 1990 - March 1997
Skills
IT Service Management, IT Strategy, Outsourcing, SAP, IT Management, Business Intelligence, Business Process, ITIL, Business Analysis, Data Center, Service Delivery, Service Management, Program Management, ERP, Telecommunications, Change Management, Integration, Vendor Management, Virtualization, Business Strategy, Team Leadership, Management, Project Management, PMP, Team Management, Business Process..., Software Project..., Management Consulting, Pre-sales, IT Operations, Solution Selling, Project Portfolio..., Sla, Process Improvement, Cloud Computing, IT Outsourcing, Security, Business Continuity, Cross-functional Team..., SAP R/3, Information Security..., Project Delivery, Enterprise Architecture, Professional Services, Solution Architecture, PMO, CRM, Enterprise Software, Managed Services, Business Transformation
Education
Weatherhead School of Management at Case Western Reserve University 1995 — 1997
MBA, Management Information Systems
Budapesti Mûszaki és Gazdaságtudományi Egyetem 1984 — 1990
Master's Degree, Electrical and Electronics Engineering
Precision Counts 2015 - Present
BrandGarage 2014 - Present
SearchForce, Inc. 2011 - Present
Octo Sales Consulting, LLC and Arta Holdings, LLC 2008 - Present
CoffeeTable (Real Valuable Corporation) 2012 - 2013
PENSCO Trust Company 2007 - 2009
Advent Software 1997 - 2005
Franklin Templeton Investments 1994 - 1997
Coopers & Lybrand 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Portfolio Management, Budgets, Financial Modeling, Sarbanes-Oxley Act, Finance, Cost Accounting, Due Diligence, QuickBooks, Strategic Financial..., GAAP, Start-ups, Mergers
Education
California State University-East Bay
Bachelor of Science - Accounting
Merrill Lynch June 2015 - Present
UBS Wealth Management February 2010 - June 2015
UBS Wealth Management February 2010 - June 2015
RBC Wealth Management January 2008 - February 2010
Smith Barney September 2006 - November 2007
Smith Barney March 2003 - September 2006
Smith Barney March 2000 - March 2003
Smith Barney March 1997 - March 2000
Coopers & Lybrand May 1995 - March 1997
Skills
Series 7, Equities, Mutual Funds, I hold the following..., My expertise is in..., Wealth Management, Finance, Time Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Securities, Asset Management
Education
Brown University 1992 — 1995
Bachelor of Arts (B.A.), Economics
Mission Viejo Christian School 2006 - Present
Always Plumbing & Drain - Benjamin Franklin Plumbing 1997 - 2006
Coopers & Lybrand 1992 - 1994
Glenfed Mortgage Corporation January 1986 - January 1988
California Mortgage Service 1982 - 1986
Skills
Enthusiastic, Excellent Judgement, Resourceful, Initative, Conflict Resolution, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Supportive, Positive Contribution, Research, Analytical Thinker, Multi-Tasking, Trustworthy, Compassionate, Communication, Caring, Customer Service, Leadership, Assistant to Controller, Financial Statements, Accounts Payable &..., Corporate/Partnership..., Deposits/Reconcilations, Fixed Assets, Multi-Unit Enviroments, Staff..., Full Charge Bookkeeper, Depreciation Reports, Goal..., Field Trip Coordinator, Interactive Learning..., Small Group Instruction, Marketing, General..., Assisted in Corporate..., Bank Reconciliation, Monthly Closing, Payroll Commissions, Detail Oriented, Adaptable, Working Knowledge of...
Education
California State University-Fullerton
Bachelor's Degree, Accounting
Saddleback College
Associate's Degree, Accounting and Business/Management
The Institute of Financial Education
Course Completion Award, Savings & Loan Accounting
Elsevier May 2013 - Present
The McGraw Hill Companies March 2006 - April 2013
The Grow Network/McGraw-Hill July 2005 - March 2006
The McGraw Hill Companies March 2003 - July 2005
The McGraw Hill Companies April 2001 - March 2003
Prudential Insurance July 1998 - April 2001
Coopers & Lybrand October 1994 - July 1998
Veterans Administration 1983 - 1987
Skills
Accounting, Internal Controls, Forecasting, Audit, Cost Accounting, Budgeting, Managerial Experience, Staff Development, Forensic Accounting, Budgets, Auditing, Management, Sarbanes-Oxley Act, Variance Analysis, Financial Analysis, Financial Audits, Mergers & Acquisitions, Finance, Accounts Payable, Leadership, Financial Reporting, Analysis, Training, Strategic Planning, Change Management, Executive Management
Education
Monmouth University 1992 — 1994
BS - Business Administration, Accounting
Brookdale Community College 1990 — 1992
Associates - Accounting, Accounting
County College of Morris 1978 — 1979
NA, Accounting
Enterprise Business Network, Inc. 2002 - Present
IST Strategic Services 1993 - 1996
Coopers & Lybrand 1990 - 1993
Skills
SaaS, New Business Development, Business Development, Management Consulting, Business Strategy, Contract Negotiation, Strategic Planning, Cloud Computing, Business Planning, CRM, Accounting, Sales Management, Account Management, ERP, Sales, Business Intelligence, Strategic Partnerships, Small Business, Solution Selling, Marketing Strategy, Project Management, Enterprise Software, Business Process, Direct Sales, Consulting, Channel, Professional Services, Business Analysis, Team Building, Team Management, Team Leadership, Management, Process Improvement, Change Management, Business, Sales Process, Salesforce.com, Operations Management, Business Process..., E-commerce, Start-ups, Strategy, Executive Management, Entrepreneurship, Product Management, Lead Generation, Budgets, Financial Reporting, Financial Accounting, Financial Analysis
Education
Adams
Bachelor of Science (B.S.), International Business, Trade, and Tax Law
California State University-Northridge
MBA
Indiana University - Kelley School of Business
B.S., Finance/Supply Chain
Whittier College December 2008 - Present
Claremont University Consortium, Claremont, CA February 1992 - December 2008
Coopers & Lybrand January 1987 - February 1992
Education
California State University-Los Angeles 1983 — 1987
BS
Claremont Graduate University
Covidien June 2012 - Present
Boston Scientific June 2009 - June 2012
Salo LLC August 2008 - June 2009
UnitedHealth Group January 2007 - August 2008
Medtronic June 2005 - December 2006
Medtronic June 2002 - May 2005
Medtronic Vascular June 2000 - May 2002
Medtronic March 1996 - May 2000
Arterial Vascular Engineering 1996 - 1999
Coopers & Lybrand September 1993 - March 1996
Skills
Financial Analysis, Financial Reporting, Process Improvement, Accounting, Cost Accounting, Budgets, Auditing, General Ledger, Corporate Finance, Finance, Six Sigma, Strategic Planning, Manufacturing, Start-ups, Forecasting, PeopleSoft, Leadership, Management, Business Development, Consolidation, Internal Controls, Business Process, Accounts Payable, Cross-functional Team..., Variance Analysis, Business Strategy, Financial Modeling, Sarbanes-Oxley Act, Mergers & Acquisitions, SAP, Managerial Finance, Revenue Recognition, US GAAP, Strategic Financial..., Business Process..., Essbase, Analysis, Acquisition Integration
Education
California Polytechnic State University-San Luis Obispo 1988 — 1993
Business, Accounting
Julia's Southern Foods, LLC June 2007 - Present
SouthernThings, Inc. April 2004 - December 2009
Coley Healthcare Associates, LLC July 1999 - July 2005
Coopers & Lybrand 1990 - 1997
Skills
Strategic Planning, Food, Product Development, Team Building, Marketing, Customer Service, Marketing Strategy, Food Industry, New Business Development, Food Service, Business Planning, Manufacturing, Event Planning, Time Management, Retail, Sales Management, Entrepreneurship, Negotiation, Fundraising, Inventory Management, Budgets, Leadership, Management, Merchandising, Sales, Public Speaking, Social Media Marketing, Purchasing, Gourmet, Microsoft Office
Education
North Carolina State University 1988 — 1989
BSW, Social Work
Campbell University 1985 — 1987
Government/PreLaw
Sanderson High School
Aerojet June 2004 - Present
Sungard Advisor Technologies 2001 - 2004
Valley Media 1999 - 2001
Coopers & Lybrand 1996 - 1999
PricewaterhouseCoopers LLP January 1995 - 1999
Skills
Accounting, Auditing, Financial Analysis, Accounts Payable, SEC filings, Business Systems..., Software Project..., Cross-functional Team..., Internal Audit, Financial Reporting, Process Improvement
Education
California State University-Sacramento 1992 — 1994
BS, Accountancy
St. Bernards HS
Colorado Academy 1994 - Present
Pomona College 1990 - 1994
Coopers & Lybrand 1982 - 1985
Education
Cal State Fullerton
Bachelor of Business Administration (BBA), Accounting
HealthcareSource June 2008 - Present
Blackboard August 2006 - May 2008
WebCT August 1999 - February 2006
Harvard University 1997 - 1999
Coopers & Lybrand September 1987 - January 1997
Concord Carlisle Regional High School September 1985 - June 1987
Skills
General Management, Strategic Planning, Talent Management, Sales Management, Professional Services, Strategic Partnerships, Cloud Computing, Distance Learning, Blended Learning, Team Building, Program Management
Education
Harvard Graduate School of Education 1984 — 1985
M.Ed., Math and Science Education
Brown University 1979 — 1983
Bachelor's degree, Physics
Merlinos & Associates, Inc. January 2000 - Present
Merlino & Schofield, Inc. January 1988 - December 1999
Coopers & Lybrand January 1986 - December 1987
Tillinghast November 1981 - December 1985
GEICO November 1978 - October 1981
Skills
Actuarial Science, Insurance, Property & Casualty..., Financial Risk, Pricing, General Insurance, Reinsurance, Enterprise Risk..., Legal Liability, Casualty, Commercial Insurance, Actuarial Consulting, Liability, Professional Liability, Captives, Risk Management, Underwriting
Education
Brown University 1974 — 1978
Applied Mathematics
Aurionpro Solutions September 2009 - Present
Niteo Partners, Inc. September 2001 - August 2009
Zefer September 2000 - August 2001
Deutsche Bank AG April 1992 - August 2000
Coopers & Lybrand October 1988 - March 1992
Skills
Program Management, Enterprise Architecture, Consulting, SDLC, Business Analysis, Solution Architecture, Management, IT Strategy, Business Process, Enterprise Software, Requirements Analysis
Education
University of California, Davis 1986 — 1988
Master of Administration, Business and Public Administration
Johannes Gutenberg Universität, Mainz, Germany 1984 — 1986
Business Administration
California State University, Chico 1981 — 1984
BS, Business Administration
Aricent Group November 2013 - Present
EPAM Systems July 2006 - November 2013
Dow Jones 2005 - 2006
Wall Street Journal 1999 - 2006
CNBC International 2002 - 2005
Independent Media 1996 - 1999
Coopers & Lybrand 1991 - 1996
Skills
Mergers, Acquisitions, US GAAP, Cross-functional Team..., Executive Management, IFRS, IPO, SEC filings, Strategic Planning, Equities, Financial Analysis, Project Management, Investments, Mergers & Acquisitions, Analysis, Due Diligence, Portfolio Management, Auditing, Strategy, Finance, Management
Education
California State University-Long Beach 1987 — 1991
BS
Fred Finch Youth Center May 2010 - Present
Henning Consulting November 2004 - Present
California State University, East Bay September 1995 - September 2008
Dreyer's Grand Ice Cream, Inc. April 1999 - October 2004
TCSI Corporation 1998 - 1999
Etec Systems 1995 - 1998
Coopers & Lybrand August 1988 - November 1993
Skills
Financial Reporting, Excel, Editing, SEC reporting, Word, SOX, Estate administration, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Word, SEC filings, Strategic Planning, Accounting, Estate Administration, Budgets, General Ledger, Leadership, Revenue Recognition, Finance, Analysis, Financial Statements, QuickBooks, Mergers & Acquisitions, IFRS, Internal Controls, Process Improvement, Financial Analysis, Account Reconciliation, Auditing, Financial Accounting, Accounts Payable, GAAP, Accounts Receivable, Consolidation, Hyperion Enterprise, US GAAP, Cash Flow, Financial Audits, Variance Analysis, Financial Modeling, Fixed Assets, CPA, Financial Forecasting, Accruals, Journal Entries, Strategic Financial..., Year-end Close, Management Accounting, Forecasting, Internal Audit
Education
California State University-East Bay 2004 — 2008
Music-Piano Performance
California State University-Hayward - School of Business and Economics 1986 — 1988
MBA, Accounting
University of California, Davis 1979 — 1984
B.S., Managerial Economics
Piedmont Adult School
MobiTV, Inc. October 2005 - Present
RagingWire Enterprise Solutions 2002 - 2005
Excite@Home 2000 - 2002
Xenote, Inc. 1999 - 2000
PointCast 1996 - 1999
Coopers & Lybrand 1993 - 1996
Skills
Revenue Recognition, SaaS, Start-ups, Financial Analysis, SEC filings, Financial Statements, Treasury Management, Sarbanes-Oxley Act, Mobile Applications, Mobile Devices, Accounting, Executive Management, Venture Capital, Forecasting, Finance, Due Diligence, Mergers & Acquisitions, Strategy, Strategic Partnerships, Business Development, Product Management, Mobile Technology
Education
California Polytechnic State University-San Luis Obispo
Frontier Communications September 2013 - Present
Warnaco March 2008 - September 2013
Warnaco May 2006 - February 2008
Warnaco April 2004 - April 2006
Diageo July 2001 - March 2004
Mercer Human Resource Consulting July 1997 - July 2001
Coopers & Lybrand July 1994 - July 1997
Skills
Deferred Compensation, Employee Benefits, Performance Management, HRIS, Talent Management, Executive Pay, Incentive Programs, Performance Appraisal, Pensions, Process Improvement, Leadership Development, Organizational Design, ERISA, Employment Law, Benefits Negotiation, Job Descriptions, Compensation & Benefit, Payroll, Job Analysis, Personnel Management, Benefits Design, Mergers, Executive Coaching, Salary, Labor Relations, Training, Interviews, Benefits Administration, Mergers & Acquisitions, Job Evaluation, HR Consulting, Sourcing, Retirement Benefits, Vendor Management, Human Resources, PeopleSoft, Organizational..., Change Management, Strategic HR, HR Transformation
Education
Bryant University 1990 — 1994
Bachelor of Science (BS), Actuarial Mathematics
CACI February 2005 - Present
Department of State 2012 - 2014
Department of State 2012 - 2014
IBM 1999 - 2005
PricewaterhouseCoopers 1996 - 2001
Alphatech March 1999 - December 1999
Coopers & Lybrand 1996 - 1999
COLSA Corporation March 1995 - August 1996
CTA, Inc October 1994 - March 1995
Education
California University of Pennsylvania 1989 — 1994
Confidential Client May 2014 - Present
Confidential Client September 2013 - April 2014
Assurant Specialty Property May 2006 - July 2013
Safeco Financial Institution Solutions (SFIS) December 2002 - May 2006
Kemper Employers Group (KEG) June 2000 - September 2002
Commonwealth Energy Corporation (CEC) November 1998 - June 2000
Great States Insurance Company (GSIC) March 1991 - October 1998
Coopers & Lybrand January 1986 - March 1991
Skills
Risk Management, Business Analysis, Process Improvement, Financial Analysis, Claim, Insurance, Property & Casualty..., Sarbanes-Oxley Act, Forecasting, Start-ups, Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Reporting, Strategic Financial..., Management, Corporate Finance, Budgets, Accounting, Strategic Planning, Auditing, Due Diligence, Project Planning, Executive Management, Human Resources, Business Process..., Managerial Finance, Integration, Internal Controls, Financial Planning
Education
Cal Poly Pomona
Bachelor of Science (B.S.), Accounting
Partners HealthCare June 2010 - January 2015
Partners HealthCare November 2002 - October 2010
Partners HealthCare January 2004 - May 2010
Partners HealthCare December 2000 - December 2003
Partners HealthCare May 1999 - November 2000
Partners HealthCare May 1995 - April 1999
Partners HealthCare/Massachusetts General Hospital November 1991 - April 1995
Coopers & Lybrand June 1988 - October 1991
Electronic Data Systems January 1987 - May 1988
Skills
Private Equity, Treasury, Financial Modeling, Financial Analysis, Investments, Due Diligence, Risk Management, Cash Management, Mergers & Acquisitions, Finance, Portfolio Management, Corporate Finance, Asset Management, Treasury Services, Treasury Management
Education
Bryant University 1994 — 1998
MBA, Accounting
Saint Bonaventure University 1984 — 1986
BBA, Finance
State University of New York College at Fredonia 1982 — 1984
None, Chemistry
Olhoeft Financial, LLC August 2006 - Present
Mark R. Olhoeft CPA August 2006 - Present
Seabury Venture Partners, LLC July 2000 - July 2006
The Ayco Company, LP 1991 - June 2000
Coopers & Lybrand 1989 - 1991
Security Pacific Corporation 1987 - 1989
Coopers & Lybrand 1982 - 1987
Skills
Tax, Financial Planning, Investments, Income Tax, High Net Worth..., Estate Planning, Asset Management, Tax Preparation, Accounting, 401k, Quickbooks, Strategic Financial..., Estate Tax Planning, Wealth Management, Portfolio Management, Asset Managment, Equities, Financial Advisory, Finance, Insurance, Small Business, Financial Planners, Financial Accounting, Investment Advisory, Auditing, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1982
BA, Accounting and Finance
Troy High School, Fullerton 1974 — 1977
MUFG Union Bank N.A. January 2010 - Present
CIT June 2006 - October 2008
CapitalSource March 2005 - June 2006
Trade Source International February 2002 - February 2005
BNP Paribas 1998 - 2002
KPMG Baymark LLC October 1994 - December 1997
Coopers & Lybrand 1985 - 1994
Skills
Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Private Equity, Credit, Capital Markets, Investment Banking, Due Diligence, Restructuring, Credit Analysis
Education
California State Polytechnic University-Pomona 1982 — 1984
Bachelor's degree, Business Administration
North Oakland Community Charter Charter 2010 - 2013
Clorox Company 2006 - 2011
The Clorox Company 2004 - 2006
Keeco, LLC 2003 - 2003
Adobe Systems 2000 - 2002
Adobe 1998 - 2000
Nextel Communications 1994 - 1996
BioGenex 1993 - 1994
Coopers & Lybrand 1990 - 1993
Skills
Forecasting, Management, Financial Analysis, Strategy, Leadership, Cross-functional Team..., Strategic Planning, Financial Reporting, Analysis, Mergers & Acquisitions, Finance, Process Improvement, Strategic Partnerships
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
California State University-Sacramento
BS
Westminster Capital, Inc. October 2015 - Present
Pacific Capital Group, Inc. DBA Winnick & Company October 1998 - May 2015
Twin Sun, Inc. 1997 - 1998
Coalinga Corporation 1989 - 1997
Ameron International 1985 - 1989
Coopers & Lybrand 1981 - 1985
Skills
Financial Modeling, Business Strategy, Corporate Finance, Start-ups, Mergers, Venture Capital, Due Diligence, Private Equity, Investments, Asset Management, Auditing, Strategic Financial..., Financial Analysis, Finance, Restructuring, Executive Management, Financial Reporting, Corporate Development, US GAAP, Mergers & Acquisitions, IPO
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Business Administration
California State University-Long Beach 1979 — 1980
BA, Business Administration
Oracle November 2014 - Present
Oracle March 2011 - October 2014
Sand Hill Hotel Management Company February 2004 - March 2011
Miller Dolezol Design Group July 2003 - December 2003
PricewaterhouseCoopers October 1999 - July 2001
PricewaterhouseCoopers September 1997 - September 1999
Coopers & Lybrand January 1995 - August 1997
Coopers & Lybrand June 1994 - December 1994
Skills
Active Directory, Microsoft Office, Technical Support, Laptops, Windows 7, System Deployment, Wireless, Process Improvement, Analysis of business..., TCP/IP, Security, Hardware, Troubleshooting, Networking, Cisco Technologies, Data Center, Servers, DNS, Databases, Computer Hardware, Enterprise Software, DHCP, Operating Systems, Virtualization, WAN, Help Desk Support, Cloud Computing, High Availability, VMware, Disaster Recovery, IT Operations, Solaris, ITIL, Software Installation, VPN, Cisco Telepresence, Firewalls, Network Security, Windows Server, IT Management, Computer Security, Integration, Network Administration
Education
San Francisco State University 1992 — 1995
Bachelors, Computer Information Systems
Cañada College 1991 — 1992
Associates of Science, Microcomputer Technician
NYLJ July 2005 - Present
Church of the Intercession November 2003 - December 2014
CzarinaWorldwide November 2006 - December 2013
Hughes Hubbard & Reed LLP February 2003 - February 2004
Sadr & Barrera LLP August 1999 - December 1999
Simpson Thacher & Bartlett LLP May 1995 - September 1995
Coopers & Lybrand June 1989 - September 1990
Skills
Transactional Law, Corporate Law, Contract Negotiation, Legal Writing, Legal Research, International Business..., Litigation, Intellectual Property, Courts, Transactional, Mediation, Licensing, Westlaw, Negotiation, Wills, Entertainment Law, Criminal Law, Dispute Resolution, Employment Law, Copyright Law, Administrative Law, Arbitration, Feature Articles, Bankruptcy, Public Relations, Research, Web Content, International Law, Real Estate, Online Publishing, Blogging, Journalism, Content Management, Copy Editing, News Writing, Storytelling, Breaking News, Newspaper, Mergers, Digital Media, Content Strategy, Social Media, Publishing, Editing, Commercial Litigation, Legal Assistance, Editorial, Proofreading, New Media, Publications
Education
California Western School of Law 1997 — 2000
JD
City University of New York-Brooklyn College 1994 — 1997
MA
City University of New York-Brooklyn College 1990 — 1993
BA
CH2M HILL April 2007 - November 2014
KPMG 1996 - 1999
Coopers & Lybrand 1995 - 1996
Skills
International Tax, Tax Research, Corporate Tax, Tax, Accounting, Tax Accounting, Income Tax, Tax Preparation, Tax Advisory, Restructuring
Education
University of Denver - Sturm College of Law 1984 — 1986
LLM, Tax
California Western School of Law 1978 — 1981
JD
University of Colorado Boulder 1975 — 1977
BA, History, American Studies
Middlebury College 1973 — 1975
Global Solutions for Infectious Diseases (GSID) March 2004 - Present
VaxGen 1998 - 2004
FutureBrand 1992 - 1997
EDAW 1990 - 1991
Landor Associates 1986 - 1990
Coopers & Lybrand Consulting 1980 - 1986
Coopers & Lybrand 1977 - 1980
Skills
Finance, Biotechnology, Nonprofits, Start-ups, Strategy, Strategic Planning, Financial Analysis, Financial Reporting, Vaccines, Leadership, Strategic Partnerships, Business Strategy
Education
California State University-Hayward - School of Business and Economics 1974 — 1976
MBA, Accounting
University of California, Berkeley 1971 — 1973
BA, Economics
University of California, Santa Barbara 1970 — 1971
Goodwill Industries of Sacramento Valley & Northern Nevada February 2008 - Present
Resources Global Professionals April 2006 - February 2008
EurAupair International, Inc. 1996 - 2005
Spicers Paper, Inc. 1992 - 1996
Coopers & Lybrand 1987 - 1992
Education
California State University-Fullerton - College of Business and Economics 1985 — 1987
Bachelor of Science (B.S.), Accounting
Tutor Perini Corporation October 2013 - Present
Grifols April 2006 - October 2013
SunAmerica July 1998 - April 2006
Pinkerton Consulting & Investigations November 1993 - June 1998
Coopers & Lybrand January 1989 - October 1993
Skills
Accounting, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, FIN 48, FAS 5
Education
University of Southern California - Marshall School of Business 1990 — 1992
M.B.T., Business Taxation
California State University-Northridge 1982 — 1988
Mylan, Inc. 2001 - Present
Copley Pharmaceutical, Inc. 1991 - 2001
Coopers & Lybrand 1986 - 1991
Skills
Financial Modeling, Financial Analysis, Pharmaceutical Industry, Regulatory Requirements, FDA, Process Improvement, Technology Transfer, SAP, Forecasting, Contract Negotiation, Regulatory Affairs, Cross-functional Team..., Financial Reporting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act
Education
Bryant University 1984 — 1985
MBA, Finance
Dwight Nakata, CPA, CFP(R) January 2000 - Present
YNCPAs January 1991 - Present
PricewaterhouseCoopers June 1982 - December 1990
Coopers & Lybrand June 1982 - December 1990
Skills
Strategic Financial..., Tax, Wealth Management, Auditing, Finance, CPA, Real Estate, Investments, International Tax, Accounting, Due Diligence, Financial Analysis, Financial Reporting, Cash Flow, Financial Modeling, Corporate Tax, Mergers & Acquisitions, Business Valuation, Income Tax, Financial Planning, Private Equity, Valuation, Financial Accounting, Internal Controls, Asset Management, Corporate Governance
Education
UCLA Anderson School of Management 2007 — 2008
MDE, MDE Program
California State University-Los Angeles 1979 — 1981
Business Accounting, Accounting
California State University, Fresno 1977 — 1979
Science and Business
Cosworth Americas September 2009 - March 2011
Conexant 2008 - 2009
OSI Systems 2006 - 2008
IXYS Corporation 2001 - 2005
Allen-Bradley 1989 - 1995
Coopers & Lybrand 1986 - 1989
Skills
Semiconductors, Manufacturing, Consolidation, SEC filings, Internal Controls, Financial Analysis, Forecasting, Financial Reporting, Accounting, GAAP, Revenue Recognition, Acquisition Integration, Internal Audit, Cost Accounting, Variance Analysis, Finance, SEC Filings
Education
University of San Francisco 2008 — 2011
Masters, Theology
California State University-Los Angeles 1982 — 1986
Bachelor of Science (B.S.), Business - Accounting
West Basin Municipal Water District May 2011 - Present
Burbank City Federal Credit Union 2002 - 2012
Bright Now Dental, Inc. October 2008 - May 2011
American Racing Equipment May 2006 - October 2008
American Racing May 2006 - October 2008
City of Burbank January 1997 - April 2006
Coopers & Lybrand November 1995 - January 1997
Los Angeles County November 1994 - November 1995
Santa Monica MicroAge June 1994 - November 1994
Los Angeles County January 1990 - June 1994
Skills
Cisco, Microsoft Office, Routers, Cisco Switches, Cisco Call Manager, Lawson, Cisco Technologies, Cisco Nexus, Microsoft Exchange, Data Center, Servers, Networking, Windows, Movex, Network Administration, VoIP, WAN, Firewalls, Switches, Technical Support, Network Security, Telecommunications, Wireless Networking
Education
California State University-Long Beach 1989 — 1993
Bachelor of Science, Electrical Engineering - Computer Engineering & Control Systems
Long Beach City College 1989 — 1991
General Studies
University of California, Santa Barbara 1987 — 1989
Pre-Electrical Engineering
DLZ Corporation July 1990 - Present
Multipress Incorporated 1984 - 1987
Jaeger Machine Company 1980 - 1984
Jacoby & Associates CPA's 1977 - 1980
Coopers & Lybrand 1973 - 1976
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, Tax, CPA, Budgets, Strategic Planning, Analysis, Management, Small Business, Internal Controls, Forecasting, Leadership, SEC Filings, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Due Diligence, Accounts Payable, Risk Management, Financial Management, Budget, Startup/Turnaround, Project Development, Economic Evaluation, Budgeting & Exp. Reports, Program Implementation, Back-office Systems, Expense Control, Quality Control, Payables/Receivables, Mergers / Acquisitions, Contract Review & Recs., Margin Improvement, Document Imaging, Needs Analysis, Inventory Management, Cost Review, Compliance, Workflow Management, Bookkeeping, Benefits/Payroll, Bank Reconciliations, Accounting/Finance, Recruiting/Staffing, Policies / Procedure..., Training & Development, Troubleshooting
Education
Capital University - School of Management 1989 — 1992
MBA, Management
The Ohio State University - The Max M. Fisher College of Business 1971 — 1973
Bachelors of Science, Accounting and Economics
The Ohio State University 1969 — 1973
BS Bus Admin, Accounting & Economics
Salesforce December 2010 - Present
Amdocs September 2009 - February 2011
Amdocs June 2001 - September 2009
Clarify/Nortel Networks 2000 - 2001
Clarify 1998 - 2001
Clarify May 1997 - September 1998
Core Business Systems 1989 - 1996
Coopers & Lybrand 1985 - 1989
Skills
CRM, Professional Services, SaaS, Cloud Computing, Business Intelligence, Enterprise Software, Consulting, Salesforce.com, Management, Strategy, Business Analysis, Start-ups, Team Leadership, SDLC, Solution Selling, Software Project..., Solution Architecture, Project Management, Sales Operations, Integration, ERP, Product Management, Business Development, Return on Investment, Strategic Partnerships
Education
Bryant University 1981 — 1984
MBA, Computer Science
University of Rhode Island 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
Bowditch Household 1992 - Present
Preserve Our Preserve, Inc. May 2008 - December 2010
Novartis June 1996 - April 2001
Ciba-Geigy April 1983 - June 1996
Coopers & Lybrand January 1978 - September 1982
Skills
Marketing Strategy, Marketing, Strategic Planning, Account Management, Public Speaking, Marketing Communications, Social Media Marketing, Event Planning, Event Management, Public Relations, Advertising, Non-profits, Social Media, Cross-functional Team..., Online Advertising, Financial Analysis, Project Management, Sales Management, Business Analysis, Team Building, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1974 — 1977
BS, Business Administration
California State University-Chico 1975 — 1976
Washington University in St. Louis 1973 — 1974
self-employed February 2009 - Present
The Staubach Company January 1987 - February 2009
Coopers & Lybrand 1980 - 1985
Education
The University of Texas at Arlington 1977 — 1979
MBA, accounting
Texas Tech University 1972 — 1975
BFA, printmaking, drawing
Brookhaven Community College 2011 — 2013
Fine/Studio Arts, Printmaking
Communication Training Dynamics August 2005 - Present
Cal Poly State University September 2002 - June 2015
Financial Engines August 1999 - April 2002
Merrill Lynch September 1997 - August 1999
Barclays Global Investors 1996 - 1997
Coopers & Lybrand August 1988 - June 1996
Skills
Public Speaking, Teaching, Investments, Marketing Communications, Strategic Communications, Editing, Internal Communications, Leadership Development, Management, Organizational..., Program Management, Business Communications, Employee Training, Project Management, Training, Human Resources, Leadership, Change Management, Strategy, Project Planning, Workshop Facilitation, Coaching, Microsoft Office, PowerPoint
Education
California Polytechnic State University-San Luis Obispo
BS, Social Sciences
California State University-East Bay
M.A., Communication
Morro Bay High School
high school
Mayo Foundation July 1984 - June 1994
Coopers & Lybrand July 1982 - July 1984
Xcel Energy June 1978 - August 1980
Xcel Energy September 1976 - May 1978
Skills
Spanish, ESL certification, Master Gardener, Nonprofits, Non-profits, Fundraising, Community Outreach
Education
Columbia Business School 1980 — 1982
MBA, Finance and Accounting
Carleton College 1972 — 1976
BA, Spanish
EBC Linguistics
State College of Florida, Manatee-Sarasota May 2014 - Present
City of Sarasota July 2002 - April 2014
Bollam, Sheedy, Torani & Co. November 1996 - June 2002
Coopers & Lybrand August 1994 - November 1996
GE February 1994 - August 1994
London & Lichtenberg July 1992 - January 1994
Kellogg & Andelson/Friedman, Forman, et al June 1986 - May 1992
Skills
Network Security, Firewalls, Active Directory, VPN, Network Administration, Security, System Administration, VMware, Servers, Routing, Disaster Recovery, Cisco Nexus, Network Engineering, CISM, LAN Switching, Information Security, Cisco Technologies, Telecommunications, Cisco Switches, Access Control, VoIP, Microsoft Exchange, Data Center, Integration, Networking, Cloud Computing, Information Technology, Technical Support, Microsoft Technologies, Management
Education
Florida State University 2009 — 2010
Certified Government Chief Information Officer CGCIO, Florida Institute of Government - Center for Public Technology Leadership
Capella University 2005 — 2008
MS, Organization & Mananagement, Information Technology Managerment
University at Albany, SUNY 1983 — 1985
BS, Accounting/Computer Science
State University of New York at New Paltz 1981 — 1983
Transfer, Accounting
John A. Coleman Catholic High School 1975 — 1979
High School Diploma
Kaiser Permanente Sr. Financial AnalystCalFarm InsuranceFebruary 1990 - December 1993
Coopers & Lybrand September 1987 - February 1990
Education
California State University-Sacramento 1982 — 1987
BS, Business Administration
Core Passion Inc January 2011 - Present
Karen R. Palm, CPA January 1992 - Present
Palm Productions, LLC 1992 - 2002
Norwest Bank 1989 - 1991
Coopers & Lybrand 1986 - 1988
Stirtz Bernards & Co. 1984 - 1986
Main Hurdman 1982 - 1982
Skills
Financial Accounting, Financial Advisory, Strategic Financial..., Financial Analysis, Tax Preparation, Tax Returns, Corporate Tax, Income Tax, Tax Accounting, Tax Advisory, Sales, Sales Presentations, Direct Sales, Business Strategy, Strategic Planning, Business Planning, Finance, Financial Planning
Education
St. Cloud State University 1980 — 1981
Bachelors, Accounting, Finance, Marketing, Administration
Brown College 1980 — 1980
Computer Programming
University of Minnesota-Twin Cities 1974 — 1980
Chemistry, Math
MacPhail School of Music 1970 — 1976
Piano performance
Essential Brands of Connecticut, LLC March 2010 - Present
Squires Consulting May 2008 - Present
Dreyfus Ashby, Inc. January 2004 - December 2007
Caravelle Wine Selections, LLC September 1999 - December 2003
Heublein, Inc October 1978 - September 1998
Coopers & Lybrand July 1976 - September 1978
Skills
Forecasting, Inventory Management, Mergers & Acquisitions, Financial Analysis, Mergers, Business Strategy, Business Planning, Financial Accounting, Finance, Financial Reporting
Education
University of Hartford 1980 — 1985
MBA, Finance
Bryant University 1972 — 1976
BSBA, Accounting
VoiceTrust December 2014 - Present
Quartz Capital Group Ltd. November 2012 - December 2014
Loverock Consulting January 2010 - December 2012
Jonic Distribution North America Inc October 2010 - September 2012
Magna International August 2007 - January 2010
University of Ontario Institute of Technology September 2002 - August 2007
Jefferson Partners May 2001 - September 2002
The NRG Group April 2000 - June 2001
Coopers & Lybrand 1994 - 2000
Skills
Corporate Finance, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Managerial Finance, Mergers & Acquisitions, Cash Flow, Strategic Financial..., Due Diligence, Financial Audits, Financial Modeling, Auditing, Forecasting, Start-ups, Process Improvement, Business Planning, Financial Planning, Cash Flow Management, Strategic Planning, Debt & Equity Financing, Venture Financing, Board Presentations, Investor Presentations, Cash Flow Forecasting, Cash Flow Reporting, Budgeting, IFRS, Restructuring
Education
Carleton University 1990 — 1994
BComm Hons, Accounting
Ontario Institute of Chartered Accountants
Barrett & McNagny, LLP July 1999 - Present
Coopers & Lybrand September 1990 - September 1994
Education
Indiana University Robert H. McKinney School of Law 1992 — 1995
JD
Butler University - College of Business Administration 1986 — 1990
Business Administration
The Hartford February 1996 - Present
Coopers & Lybrand July 1982 - February 1996
Coopers & Lybrand July 1982 - February 1996
Skills
Underwriting, Surety Bonds, Financial Analysis, Forensic Analysis, Claim investigation and..., CPA, Evaluation of Job Cost..., Strategic Financial..., Cash Flow Forecasting, Risk Management, Financial Services, Insurance, Claim, Finance, Auditing, Review of internal..., Financial Risk, Financial Modeling, Due Diligence, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Cost Accounting
Education
Bryant University 1978 — 1982
BS in BA, Accounting
Wethersfield High School 1975 — 1978
Yokohama Tire Corporation February 2007 - January 2014
Automobile Club of Southern California January 2004 - September 2006
NGV Ecotrans Group, LLC January 1997 - January 2003
Southern California Gas Company June 1993 - January 1997
Nybor Consulting January 1989 - June 1993
Tecnara Tooling Systems, Inc. January 1986 - January 1989
Anchorlok, Inc. April 1984 - January 1986
Elixir Industries January 1983 - March 1984
Coopers & Lybrand October 1979 - January 1983
Skills
Auditing, Manufacturing, Sarbanes-Oxley Act, Internal Audit, Project Management, Accounting, Strategic Planning, Forecasting, Consolidation, Customer Service, Inventory Management, Automotive, Internal Controls, Management, Product Development, Leadership, Financial Analysis, Human Resources, Finance, Budgets, Vehicles, Customer Satisfaction, Purchasing, Team Building, Pricing, Financial Reporting, Mergers & Acquisitions, Analysis, Business Planning, Access, Continuous Improvement, Six Sigma, Due Diligence, Operations Management, Automotive Aftermarket, Sarbanes-Oxley, Competitive Analysis, Financial Modeling, Variance Analysis, Business Process..., Cost Accounting, Corporate Finance, Data Analysis, Negotiation, Risk Management, Business Strategy, Team Leadership, Process Improvement, Change Management, Lean Manufacturing
Education
California State University-Los Angeles 1978 — 1980
BS
Garfield High School
Grant Thornton LLP September 2015 - Present
Kaiser Permanente August 2006 - July 2015
Parente Randolph, LLC 2004 - 2006
Protiviti 2002 - 2004
Arthur Andersen & Co. 1998 - 2002
Coopers & Lybrand 1995 - 1998
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., IT Audit, Sarbanes-Oxley, Auditing, CISA, COSO, Risk Assessment, Governance, Process Improvement, Business Process, Financial Risk, HIPAA, Information Technology, Strategy, Leadership, SOX 404, Management
Education
Frostburg State University 1982 — 1986
BS, Accounting
Capella University
Master's degree, Marriage and Family Therapy/Counseling
Toyota Financial Services July 2009 - Present
Toyota Financial Services May 2001 - July 2009
Coopers & Lybrand January 1987 - June 1992
Skills
Financial Analysis, Process Improvement, Budgets, Change Management, Strategic Planning, Analysis, Financial Reporting, Project Management, Program Management, Team Building, Microsoft Excel, Auditing, Accounting, Team Leadership, Coaching, Customer Service, Risk Management, GAAP, Microsoft Office, Insurance
Education
California State University-Long Beach 1982 — 1987
B.S. in Accounting, Accounting
Buck Consultants December 1994 - Present
Coopers & Lybrand May 1989 - December 1994
Price Waterhouse February 1987 - May 1989
Johnson & Higgins February 1984 - February 1987
Education
Case Western Reserve University School of Law 1976 — 1979
JD, Law
The Juilliard School 1967 — 1969
B. Mus.
Carleton College 1964 — 1966
DLC, Inc. Consultant, IT FinanceFluorApril 2003 - February 2004
IBM Global Services April 2002 - March 2003
PacifiCare Health Systems November 1997 - April 2002
Computer Sciences Corporation March 1995 - November 1997
Computer Sciences Corporation May 1990 - March 1995
Coopers & Lybrand September 1988 - March 1990
Education
California State University-Long Beach - College of Business Administration
B.S., Accountancy
Integrated Property Management May 2015 - Present
Great Outdoors Colorado May 2003 - April 2015
CBIZ August 1999 - May 2003
PricewaterhouseCoopers September 1998 - August 1999
Coopers & Lybrand June 1996 - September 1998
Hemming Morse, Inc. January 1995 - June 1996
Skills
Strategic Planning, Budgets, Financial Reporting, Leadership, GAAP, Financial Analysis, Accounting, Process Improvement, Public Speaking, Nonprofits
Education
Colorado Technical University 2009 — 2011
Master of Business Administration (MBA)
California State University-Chico 1992 — 1994
BA, Accounting
Kelly Huibers McNeely Chartered Accountants January 2000 - Present
Central Wire January 1996 - September 1999
PricewaterhouseCoopers LLP 1989 - 1995
Coopers & Lybrand 1989 - 1995
Skills
Financial Analysis, Strategic Financial..., Accounting, Investments, Financial Reporting, Strategic Planning, Process Improvement, Retirement Planning, Estate Planning, Managerial Finance, Due Diligence, Financial Modeling
Education
Carleton University 1986 — 1989
BComm, Accounting
St. Pius X
RED PEAK October 2012 - Present
Fox Cable Networks June 1999 - November 2011
EMI Music Publishing January 1998 - June 1999
EMI Music Publishing July 1996 - December 1997
EMI Music Publishing July 1993 - June 1996
Simon & Schuster May 1990 - July 1993
Coopers & Lybrand July 1989 - May 1990
Skills
PowerPoint, Word, Outlook, Excel, Budgeting, Microsoft Office, Customer Relations, Television, Digital Media, Integrated Marketing, Financial Reporting, Accounting, Ad Sales, Music, Forecasting, Analysis, Microsoft Word, Budgets, Event Management, Microsoft Excel, Customer Service, Marketing
Education
Bucknell University 1985 — 1989
BSBA, Accounting
Institute for European Studies 1988 — 1988
International Marketing
Open Systems, Inc. October 1998 - Present
George S. Olive 1996 - 1998
Norman Jones & Enlow 1994 - 1996
Coopers & Lybrand 1992 - 1994
UPS 1986 - 1992
Skills
ERP, Integration, Agile Methodologies, Business Intelligence, Business Analysis, Software Development, SQL, .NET, Databases, Team Leadership, Manufacturing, Account Management, Marketing Strategy, Team Building, Strategic Planning, Marketing, Social Media Marketing
Education
Capital University
Bachelor, Computer Science and an emphasis in Accounting and Mathematics
The Ohio State University
Bachelor, Engineering
University of Phoenix
MBA, Business
Firley, Moran, Freer & Eassa, CPA, PC October 1997 - Present
MS Pietrafesa, LP June 1996 - September 1997
Coopers & Lybrand July 1992 - June 1996
Skills
Assurance, PowerPoint, Financial Accounting, Auditing, Small Business, Microsoft Excel, Process Improvement, Business Analysis
Education
Clarkson University 1989 — 1992
Bachelor of Science, with Distinction, Accounting
Broome Community College 1988 — 1989
Liberal Arts and Sciences, General Studies and Humanities
Self Employed August 2008 - August 2013
Gold Coast Health Plan November 2010 - January 2012
Health Net 2001 - July 2008
Health Net 1999 - 2001
Foundation Health 1996 - 1999
Foundation Health 1990 - 1996
Coopers & Lybrand 1986 - 1989
Skills
Managed Care, Cross-functional Team..., Health Insurance, Medicaid, Medicare, HMO, Leadership, Healthcare, Healthcare Industry, Healthcare Consulting, Employee Benefits, Provider Relations, Insurance, Claim, Revenue Cycle, HIPAA, Health Policy, Network Development, Executive Management, PPO, Healthcare Management
Education
California State University-Sacramento 1982 — 1986
BS, Accounting
State University of New York College at Cortland 1972 — 1977
BA, Liberal Arts
WTC Consulting, Inc 1983 - Present
Coopers & Lybrand 1978 - 1983
Southern Pacfic Communications 1976 - 1978
Pacific Telephone 1974 - 1978
Pacific Telephone 1970 - 1974
Skills
Telecommunications, Management Consulting, Strategic Planning, Program Management, Unified Communications, VoIP, Project Management, Wireless, Vendor Management, Cloud Computing, Enterprise Architecture, Sales, IT Strategy, Strategic Partnerships, Networking, Benchmarking, Cross-functional Team..., Strategy, Data Center, Management, Marketing, Solution Selling, System Administration
Education
California State University-Los Angeles 1970 — 1970
MBA, Business
California State University-Los Angeles 1968 — 1970
BS, Business
Pasadena City College 1966 — 1968
AA, Business
HMWC CPAs & Business Advisors November 1993 - Present
Coopers & Lybrand 1987 - 1993
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, Auditing, Non-profits, Construction, Income Tax, Preparation, Bookkeeping, Tax Returns, Small Business..., Tax Services, Small Business, Partnership Taxation, GAAP, Nonprofits, Corporate Tax, Sales Tax, Payroll Taxes
Education
California State University-Northridge 1983 — 1987
BS, Accounting
Self Employed June 2015 - Present
Brown & Riding Insurance Services, Inc. 2012 - 2015
Brown & Riding Insurance Services, Inc. 2007 - 2012
Sony Music Entertainment 2007 - 2007
Famous Music Publishing 2005 - 2007
Ventura Distribution, Inc. 2004 - 2005
Fox Cable Networks Group 2002 - 2004
Fox Cable Networks Group 2000 - 2002
Fox Cable Networks Group 1998 - 2000
Coopers & Lybrand 1996 - 1998
Skills
Financial Reporting, Accounting, Management, Insurance, Property & Casualty..., Commercial Insurance, Excess, Music Publishing, Professional Liability, Sales, Underwriting, Brokers, Legal Liability, Liability, Financial Analysis, Forecasting, Finance, Financial Modeling, Umbrella Insurance, Casualty
Education
California State University-Los Angeles 1988 — 1992
Bachelor of Science, Business Administration, Management Option
8020 Consulting April 2015 - Present
DLC July 2002 - April 2015
Specialty Laboratories 2000 - 2002
Nestle 1997 - 2000
Transamerica 1995 - 1997
The Walt Disney Company 1993 - 1995
Pacific Enterprises 1990 - 1993
Coopers & Lybrand 1988 - 1990
Education
California State University-Los Angeles 1984 — 1988
BS, Business - Accounting
Kelly Huibers McNeely Chartered Accountants February 2006 - Present
PricewaterhouseCoopers May 1989 - January 2006
Coopers & Lybrand 1989 - 2006
Skills
Corporate Tax, Tax, Accounting, Auditing, Income Tax
Education
Carleton University
BComm
Universal Technical Institute August 2011 - November 2012
Universal Technical Institute January 2009 - March 2011
Resources Global Professionals November 2007 - January 2009
Independent Consultant 2003 - 2007
Bryan Industrial Properties, Inc 1994 - 2003
Independent Consultant/CPA 1992 - 1993
Messenger Investment Company 1989 - 1991
BCE Development, Inc 1987 - 1988
Coopers & Lybrand 1984 - 1987
Skills
Business Process..., Financial Reporting, Management Consulting, Process Improvement, Financial Analysis, Accounting, General Ledger, Internal Controls, Budget Process, Finance Transformation, Due Diligence, Variance Analysis, Marketing Analytics, Real Estate Transactions, Auditing, Internal Audit
Education
California State University-Fullerton - College of Business and Economics 1982 — 1984
Bachelor of Arts (B.A.), Accounting
Sports Imports Inc Director of FinanceThe Scotts Comapny1996 - 2000
Coopers & Lybrand 1991 - 1996
Education
Capital University 1989 — 1991
BA, Accounting
PHH Corporation May 2013 - Present
PHH Corporation April 2009 - May 2013
Cendant/PHH Mortgage 2003 - 2009
Price Waterhouse Coopers 1999 - 2001
Coopers & Lybrand 1998 - 1999
Skills
SDLC, Requirements Analysis, Vendor Management, Agile Methodologies, Visio, Business Analysis, Disaster Recovery, Enterprise Architecture, Security, Software Project..., Process Improvement, SQL, Risk Management, IT Strategy, Business Requirements, IT Management, Business Intelligence, Requirements Gathering, Information Security
Education
Penn State University 1998 — 2001
MSIS, Information Science
Cabrini College 1992 — 1996
BS, Business Administration, Computer Science
Linda G Montgomery CPA Tax & accounting services for individuals & closely held businessesTrustee & Tax Advisory BoardGolden Gate University2004 - Present
CalCPA 2000 - Present
Tax-Aid 1993 - Present
PricewaterhouseCoopers 1986 - 1991
Coopers & Lybrand 1986 - 1991
Education
Golden Gate University 1982 — 1984
MBA, Taxation
California State University-East Bay 1979 — 1981
MBA, Accounting
Fred Vance & Associates LLC February 2005 - Present
Deloitte & Touche 1998 - 2004
Coopers & Lybrand 1992 - 1998
Price Waterhouse 1990 - 1992
Skills
Property Tax, Valuation, Due Diligence, Tax Research, Auditing, Accounting, Business Valuation, Expert Witness, Appraisals, GAAP, Commercial Real Estate, Appeals, Analysis, Tax Law, Management Consulting, Tax Advisory, Financial Analysis, Tax
Education
California State University-Long Beach
BA, Music and Accounting
Summit Energy Solutions, LLc January 2015 - Present
Superior Tank LInes May 2012 - February 2015
Poma Holding Company, Inc. 2009 - November 2011
Executive Plumbing Inc. 2002 - 2009
Jenstar Enterprises, Inc. dba Western Door 1998 - 2002
Clark Manufacturing, Inc., dba Sundance Spas 1996 - 1998
Los Angeles County Fair Association, dba Fairplex 1993 - 1996
Swenson Corporation 1991 - 1993
Coopers & Lybrand 1987 - 1991
Centennial 1986 - 1987
Skills
Accounting, Mergers & Acquisitions, Risk Management, Forecasting, Financial Reporting, Contract Negotiation, Finance, Construction, Energy, Process Improvement, Auditing, Contract Management, Negotiation, Budgets, Due Diligence, Cost Accounting, Strategic Planning
Education
California State University-Fullerton 1983 — 1986
Bachelors, Accounting
Iowa State University 1981 — 1983
Malkasian Accountancy December 2011 - Present
KDW Enterprises 2007 - Present
Hanson McClain 2007 - 2009
Pac-West Telecomm 2002 - 2006
theDial.com 1999 - 2002
Independent Consultant 1997 - 1999
Western Wireless 1995 - 1997
Coopers & Lybrand 1992 - 1995
NeXT Computer 1989 - 1992
Coopers & Lybrand 1985 - 1988
Skills
Start-ups, CPA, Finance, Internal Controls, Accounting, Mergers & Acquisitions, Forecasting, Budgets, Financial Reporting, Auditing, Strategic Financial..., Financial Accounting, Tax, Tax Research, Income Tax
Education
California State University-Fullerton - College of Business and Economics 1981 — 1983
B.A., Accounting
Bank of America Merrill Lynch April 2011 - Present
J.P. Morgan November 2008 - April 2011
JP Morgan Chase November 2000 - March 2005
JP Morgan September 1997 - November 2000
Coopers & Lybrand September 1994 - September 1997
Skills
Middle Office, Product Control, Swaps, FX, Commodity, Derivatives, Commodities, Fixed Income, Structured Products, Risk
Education
Cardiff University / Prifysgol Caerdydd 1991 — 1994
Bsc, Accountancy
Hayfield School 1984 — 1991
Watson Land Co. January 1998 - Present
Airtouch Cellular November 1995 - December 1997
AirTouch 1995 - 1997
Coopers & Lybrand August 1992 - November 1995
Skills
Accounting, Financial Reporting, Tax, Revenue Recognition, Real Estate, Consulting, Financial Analysis, Budget, Microsoft Excel, Accounts Payable, Accounts Receivable, General Ledger, Forecasting, Microsoft Office
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
BS, Accounting
Dick Masheter Ford, Inc. 1981 - Present
Coopers & Lybrand 1978 - 1981
Education
Capital University 1976 — 1978
Deutsche Bank December 2011 - Present
Morgan Stanley January 2011 - December 2011
Morgan Stanley 2005 - 2010
PricewaterhouseCoopers 2003 - 2005
Axa Investment Managers 2000 - 2001
Coopers & Lybrand 1994 - 2000
Skills
Derivatives, Securitization, Structured Products, SOX, Fair Value, Product Control, Business Architecture, Sarbanes-Oxley Act, Finance, Equities, Valuation, Mergers & Acquisitions, Accounting, Financial Services, Portfolio Management, Capital Markets, Financial Reporting, Financial Risk, Investment Banking
Education
Cardiff University / Prifysgol Caerdydd 1990 — 1993
BSc Hons, Mathematics
White Mountains Advisors September 2004 - Present
White Mountains Capital May 2004 - September 2004
CIGNA Healthcare April 2001 - May 2004
United Technologies August 1997 - April 2001
Coopers & Lybrand September 1993 - August 1997
Education
Bryant University 1989 — 1993
BSBA, Accounting
Peter Hadwen Consulting January 2002 - Present
CPCS Transcom/Hickling Corporation January 1993 - January 2002
Coopers & Lybrand January 1989 - January 1993
Petro Canada International Assistance Corporation January 1985 - January 1989
Skills
Management Consulting, Strategic Planning, Strategy, Leadership, Policy Analysis, Financial Modeling, Economics, Business Strategy, Government, Project Finance, International..., Business Planning, Performance Management, Public/private..., Economic Development, Public Policy, Project Planning, Business Process..., Change Management, Business Development, Project Management, Policy, Proposal Writing, Outsourcing
Education
Prosci 2014 — 2015
Cerfiticate, Change Management
Villanova University 2014 — 2015
Certificate, Lean Process Management
Queens University
Masters, Public Administration
Dalhousie University
B.A, Political Science
Carleton University
Certificate, Organizational Values and Ethics
Sacramento Zoo May 2013 - Present
RC Financial Solutions December 2012 - Present
Tomczak Business Consultants LLC May 2009 - December 2012
Barco Media & Entertainment 2006 - 2009
Global Secure Systems 2004 - 2006
Retail Technologies International 2001 - 2004
Coopers & Lybrand 1993 - 1997
Skills
Management, US GAAP, Financial Reporting, Financial Analysis, Accounting, Budgets, Microsoft Excel, Account Reconciliation, Forecasting, Process Improvement, Financial Statements, IFRS, General Ledger, Auditing, GAAP, Income Tax, Accruals, QuickBooks, Sarbanes-Oxley Act, Fixed Assets, Internal Controls, Variance Analysis, External Audit, Internal Audit, Bank Reconciliation, Financial Accounting, SEC filings, Revenue Recognition, Finance, Accounts Receivable, Sales Tax, Tax Preparation, Tax, Accounts Payable, Cost Accounting, Journal Entries, Corporate Tax, Accountants, Tax Accounting, Payroll, Strategic Financial..., Consolidation
Education
CSU Sacramento
Master of Science (MS), Accounting
University of California, Davis
Bachelor's degree, Managerial Economics
UCLA October 2010 - Present
Stanford University 2009 - October 2010
Stanford University 2001 - 2009
Stanford University 1997 - 2001
Summit Medical Center 1995 - 1997
Catholic Healthcare West 1995 - 1995
Daughters of Charity Health System 1993 - 1995
California Pacific Medical Center 1992 - 1993
Matson & Isom Accountancy Corporation 1987 - 1992
Coopers & Lybrand 1986 - 1987
Skills
GAAP, Mergers & Acquisitions, Financial Reporting, Mergers, Finance, Auditing, Program Management, Accounting, Internal Audit, Higher Education, Financial Analysis, PeopleSoft, Budgets, Data Analysis, Analysis, Managerial Finance
Education
California State University-Chico
BS, Accounting
UCLA Anderson School of Management
Executive Program in Management
City of Ottawa September 2008 - Present
City of Ottawa January 2001 - August 2008
Region of Ottawa-Carleton March 1997 - December 2000
Region of Ottawa-Carleton July 1991 - March 1997
Antares Electronics April 1989 - June 1991
Thorne, Ernst & Whinney, Chartered Accounts January 1987 - March 1989
Thorne Riddell September 1981 - December 1986
Coopers & Lybrand January 1981 - April 1981
Skills
Business Process
Education
Institute of Chartered Accountants of Ontario
CPA, CA
Brock University 1980 — 1984
B. Business Administration, Accounting
Carleton Place High School 1976 — 1980
WorleyParsons October 2011 - Present
KB Home March 2005 - September 2010
KB Home 2005 - 2010
Continue Gemstar-TV Guide International, Inc March 2002 - March 2005
Gemstar-TV Guide International, Inc March 2002 - March 2005
Gemstar-TV Guide 2002 - 2005
Sony Corporation of America January 2001 - January 2002
Atlantic Richfield Company January 1992 - January 2001
ATLANTIC RICHFIELD 1992 - 2001
Coopers & Lybrand January 1989 - January 1992
Skills
Financial Modeling, Tax, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 1991 — 1995
MBT, TAXATION
University of Southern California
Masters, Business Taxation
California State University-Los Angeles 1985 — 1989
BACELOR, BUSINESS ADMINISTRATION
California State University
Bachelor of Science, Business Administration
iStar Financial Inc November 1999 - Present
Allegis Realty Investors LLC June 1996 - November 1999
Aetna Life & Casualty November 1991 - June 1996
Coopers & Lybrand November 1987 - November 1991
Skills
Investments, Analysis, Portfolio Management, Accounting, Real Estate, Auditing
Education
University of Hartford 1983 — 1986
MBA, Finance
Bryant University 1979 — 1983
BSBA, Accounting
Andrew J. Coch, CPA Sole ProprietorAndrew J. Coch, CPANovember 1985 - Present
Coopers & Lybrand April 1974 - October 1985
Education
University of South Florida 1973 — 1974
BA, Accounting
California University of Pennsylvania 1964 — 1968
BA, Chemistry
PwC January 2009 - Present
Franchise Tax Board January 1989 - December 2008
Coopers & Lybrand August 1985 - December 1988
Skills
Internal Controls, IFRS, Assurance, Financial Reporting, External Audit, Due Diligence, Financial Accounting, Income Tax, Sarbanes-Oxley Act, Financial Analysis, International Tax, US GAAP, Management Consulting, Internal Audit, Tax Advisory, Corporate Finance, Big 4, Financial Modeling, SEC filings, State Tax, CA State Tax, Auditing, Sampling Techniques, CA Tax Procedures, Tax Accounting
Education
CSU East Bay 1990 — 1995
Masters of Science, Taxation
CSU Sacramento 1983 — 1985
Bachelor's degree, Business Admin, Accounting
Capital University June 2011 - Present
Columbus Regional Airport Authority July 2000 - May 2011
Comprehensive Medical Practice Management, Inc. 1998 - 2000
American Municipal Power, Inc. 1996 - 1998
Hameroff, Milenthal, Spence, Inc 1994 - 1996
Brown & Williamson Tobacco 1993 - 1994
The Limited Stores 1991 - 1993
Access Energy 1985 - 1991
County Savings Bank 1983 - 1985
Coopers & Lybrand 1978 - 1983
Skills
Financial Reporting, General Ledger, CPA, Accounts Payable, Accounts Receivable, Auditing, Budgets, Financial Statements, Forecasting, Accounting, Finance, Financial Accounting, GAAP, Financial Analysis, Leadership, Fixed Assets
Education
Capital University 2012 — 2014
MBA
Youngstown State University 1974 — 1978
BS in BA, Accounting, Magna Cum Laude