Coopers & Lybrand
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Coopers & Lybrand Employees
Ernst & Young 2002 - Present
Coopers & Lybrand 2002 - 2006
Ernst & Young 2000 - 2002
Anthony Crane Rental 1999 - 2000
Reese Brothers 1998 - 1999
Ernst & Young 1996 - 1998
Skills
Internal Controls, Assurance, Accounting, Financial Reporting, Due Diligence, Acquisitions, Divestitures, Financial Statement..., Corporate Development, Corporate Finance, Transaction Advisory..., Financial Analysis, Business Valuation, Private Equity, Finance
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
Colgate University 1984 — 1988
Bachelor of Arts (BA), Economics
Waters Insulation, Inc. November 2011 - Present
Waters Insulation, Inc 2001 - October 2011
PwC 1998 - 2000
Coopers & Lybrand 1996 - 1998
Coopers & Lybrand 1992 - 1995
Coopers & Lybrand 1986 - 1991
Skills
Project Management, Construction, Team Building, Contract Negotiation, Contract Management, Budgets, Construction Management, Process Scheduler, Procurement, Contractors, Project Planning, Facilities Management, Management, Customer Service
Education
University of Baltimore 1984 — 1986
Bachelor of Science (BS), Accounting
Catonsville Community College 1982 — 1983
Loyola College in Maryland 1981 — 1982
The Angell Pension Group July 2015 - Present
Pinnacle Plan Design January 2015 - May 2015
Sentinel Benefits & Financial Group September 1995 - November 2014
CEP Consultants, Inc. March 1991 - September 1995
Coopers & Lybrand June 1988 - February 1991
Mercer-Meidinger-Hansen, Inc. June 1983 - June 1988
AIG February 1980 - June 1982
Skills
Retirement Planning, Defined Benefit, Investment Advisory, Defined Contribution, Asset Allocation, Profit Sharing, Retirement, Pensions, Retirement Plan..., 401k, Life Insurance, ERISA, Insurance, Investments, Pension Administration, Employee Benefits, Mutual Funds, Series 7, Actuarial Science
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Mathematics
Liftech Equipment Companies August 2002 - Present
MHEDA 2013 - 2015
MHEDA 2013 - 2015
MHEDA 2013 - 2015
MHEDA 2013 - 2015
Cygnus Management Group January 1998 - August 2002
Independent Management Consultant April 1995 - January 1998
CE Chappell & Sons,. Inc. December 1992 - April 1995
Fust, Charles, Chambers & Harfosh, CPAs June 1988 - December 1992
Coopers & Lybrand May 1985 - June 1988
Skills
Risk Management, Mergers, Audit, Administration, Operations Management, Strategic Planning, Financial Analysis, Profit, Due Diligence, Budgeting, Contract Negotiations, Forecasting, Financial Reporting, Contract Negotiation, P&L Management, Business Strategy, Budgets, Strategy, Mergers & Acquisitions, Auditing, Management, Negotiation, Business Planning, Finance
Education
Clarkson University 1981 — 1985
Bachelor of Science, Accounting and Law
Orchard Park HS
PwC July 2009 - Present
Ohio Guidestone (formerly Berea Children's Home and Family Services) October 2010 - Present
PwC September 2002 - June 2009
PricewaterhouseCoopers formerly and its predecessor Coopers & Lybrand 1996 - May 2001
Coopers & Lybrand 1989 - June 1996
Skills
Forensic Accounting, Internal Investigations, Accounting for complex..., Arbitration, Auditing, Financial Reporting, Financial Analysis, Finance, Professional Services, Professional Liability, Professional Negligence, Impairment Testing, Mental Health, Litigation, Internal Controls, Sarbanes-Oxley Act, Accounting, Due Diligence, CPA, Management, GAAP, Mergers & Acquisitions, SEC Filings, US GAAP
Education
Cleveland State University 1986 — 1989
Bachelor's degree, Accounting and Finance
St Edward
St Edward
City of Danbury April 2012 - Present
New Haven Public Schools July 2004 - April 2012
GE Information Technology Solutions December 2001 - June 2004
Morgan Stanley March 2000 - April 2001
GE Capital Corporate Treasury January 1998 - March 2000
Coopers & Lybrand April 1996 - January 1998
Nine West Group July 1993 - April 1996
Skills
Disaster Recovery, IT Management, IT Operations, Networking, Servers, Management, Technical Support, Information Technology, Data Center, Help Desk Support, Software Installation, Infrastructure, Network Administration, Active Directory, Virtualization, VoIP, Security, Leadership, Outsourcing, Analysis, ITIL, VMware, Network Security, Troubleshooting, System Administration, WAN, VPN, Microsoft Exchange, Citrix, System Deployment, IT Strategy, Firewalls, Blackberry Enterprise..., Cisco Technologies, Windows Server, Incident Management, Microsoft Technologies, DNS, Wireless Networking, Network Architecture, IT Service Management, Switches, DHCP, HP, VMware ESX, Group Policy, Routers, Computer Security, Information Security, Storage
Education
Central Connecticut State University 2006 — 2010
M.S., Technology Management, Lean, Six Sigma, 3.9 GPA
Sacred Heart University 1989 — 1993
B.S., Computer Science (Major), Business Administration (Minor)
Guilmartin, DiPiro & Sokolowski, LLC 2012 - Present
Rick Morin & Associates, LLC 2008 - August 2012
Blum Shapiro September 1990 - June 2006
Coopers & Lybrand 1989 - 1990
Skills
Small Business..., Tax, Accounting, Income Tax, Quickbooks, Fixed Assets, Corporate Tax, Tax Preparation, Tax Compliance, Tax Accounting, Tax Research, Cash Flow, Mergers & Acquisitions, Financial Reporting, GAAP, LLC, Estate Tax Planning
Education
Central Connecticut State University 1982 — 1986
B.S.
Resources Global Professionals January 2012 - November 2013
Hudson & Keyse LLC December 2008 - March 2010
Morgenthaler April 2004 - November 2008
MetLife Financial Services 2000 - 2004
State Industrial Products 1997 - 2000
Forest City Enterprises 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Business Analysis, Financial Analysis, Start-ups, Mergers, Management, Process Improvement, Strategy, Financial Reporting, Business Process..., Portfolio Management, Forecasting, Budgets, Analysis, Accounting, Due Diligence, Finance, Mergers & Acquisitions, Risk Management, Analytics
Education
Cleveland State University 2005 — 2006
MBA, Business Administration and Management, General
John Carroll University 1989 — 1993
B.S.B.A, Accounting
Preferred Mutual January 1995 - Present
Coopers & Lybrand January 1988 - January 1995
Skills
Insurance, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Property & Casualty..., Risk Management, Health Insurance, Underwriting, Business Analysis, Change Management, Commercial Insurance, Professional Liability, Workers Compensation, Reinsurance, Commercial Lines, General Insurance, Brokers, Enterprise Risk..., Claims Management, Executive Management, Financial Risk, Casualty, Legal Liability, Umbrella Insurance, Liability, Employment Practices..., Inland Marine, Property Damage, Liability Analysis, Claim, Disability Insurance, D&O
Education
Clarkson University 1985 — 1987
Bachelor of Science (B.S.), Accounting
None January 2014 - Present
Stewart Lender Services September 2013 - January 2014
Allonhill August 2008 - August 2013
Clayton Holdings December 2004 - February 2008
Murrayhill July 1997 - December 2004
MDC Holdings July 1994 - July 1997
Coopers & Lybrand January 1990 - July 1994
MDC Holdings 1984 - 1986
Arthur Young 1981 - 1984
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA
University of Denver 1981 — 1982
MA, Accountancy
Colorado College 1977 — 1981
BA, Economics
Deborah Hall Proffitt CPA August 2012 - Present
Deborah Proffitt,M.A. June 2004 - May 2009
Hunter & Hunter CPAs January 1991 - March 1993
Deloitte & Touche September 1987 - November 1989
Bank of America April 1986 - September 1987
Carroll Financial Planning March 1985 - February 1986
McGuire Properties December 1983 - March 1985
Coopers & Lybrand July 1980 - December 1983
Skills
Certified Public..., QuickBooks Certified..., Licensed Psychological..., AppFolio, Financial Analysis, Internal Controls, Accounting, Finance, Budgets, Auditing
Education
University of North Carolina at Charlotte 1999 — 2001
M.A., Clinical and Community Psychology
University of North Carolina at Charlotte 1993 — 1998
Post Baccalaureate studies, Clinical Psychology
Clarion University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
Juice in the City October 2011 - November 2011
Juice in the City September 2011 - October 2011
Freeman, Freeman & Salzman, PC February 1993 - February 2006
Veggie Tales Music April 1997 - April 1997
Stein, Ray & Conway January 1992 - February 1993
Greenberger, Krauss & Jacobs November 1990 - October 1991
Coopers & Lybrand June 1988 - November 1990
Guerard, Konewko & Drenk July 1984 - December 1986
Skills
Public Speaking, Social Media, Leadership, Recruiting, Microsoft Office, Event Planning, Management, Customer Service, Strategic Planning, Social Networking, Team Building, Microsoft Word, PowerPoint, Administrative..., Secretarial Skills, Transcription, Sales, Networking, Voice Over, Nonprofits, Microsoft Excel, Marketing, Singing
Education
Northern Seminary 2005 — 2005
Cedarville University 1983 — 1988
Bachelor's, Business Administration
Consoer Townsend Envirodyne Engineers - AECOM 1998 - 2004
Ysrael A. Seinuk, PC 1993 - 1998
Coopers & Lybrand 1991 - 1993
Envirodyne Engineers of NY, Inc. (now AECOM) 1988 - 1991
Metcalf and Eddy, Inc. (now AECOM) 1985 - 1988
Skills
Construction, Contract Management, Concrete, PowerPoint, Road, Water, Highways, Drainage, MS Project, CAD, Surveying, Stormwater Management, rail, Transportation, public transportation, Tunnels, Infrastructure, Project Management, Construction Management
Education
Clarkson University 1980 — 1984
BS Civil And Environmental Engineering
Project Solutions, Inc. 1987 - Present
GMO 1999 - March 2015
BCG September 1996 - October 2003
Firestone Financial Corp April 1987 - October 2003
XTRA Corporation 1984 - 1987
XTRA Corporation 1979 - 1984
Coopers & Lybrand September 1975 - April 1979
Skills
Hedge Funds, Management, Accounting, Business Analysis, Software Implementation, User Acceptance Testing, Data Conversion, Requirements Analysis, Functional..., Internal Controls, Business Process Design, Performance Reporting, Mutual Funds, Separately Managed..., Fund Of Funds, Financial Reporting, Oracle Financial, Microsoft Excel, Equipment Finance, Leasing, Venture Capital, Management Consulting, Private Equity, Securities, Portfolio Management, Finance, Financial Modeling, Business Process..., Asset Management, Alternative Investments, Financial Services, Equities, Fixed Income, Consulting, Investments, Investment Management, Investment Strategies, Asset Allocation, Derivatives, Trading Systems, Due Diligence, Valuation
Education
Northeastern University 1974 — 1975
MS, Professional Accounting
College of the Holy Cross 1966 — 1970
AB, Modern Languages
Arlington Capital Advisors June 2007 - Present
Saks Incorporated 1997 - 2005
Coopers & Lybrand 1979 - 1997
Education
Christian Brothers University 1975 — 1979
BS, Accounting
Siemens PLM Software November 2008 - Present
Sig Sauer October 2007 - April 2008
City of Dover, NH January 2005 - October 2007
Prime, Buchholz & Associates 2003 - 2004
Scudder Kemper Investment 1990 - 1997
Coopers & Lybrand 1989 - 1995
Skills
Microsoft Office, Budgeting, Administration, Project Coordination, Requirements Analysis, Retail, Presentation Development, CRM, Budgets, Management, Microsoft Office 2007, Outlook, System Administration, Customer Service, Social Networking, Accounts Payable, Manuals, Marketing, Process Improvement, Strategic Planning, Administrative..., PowerPoint, Office Management
Education
Patten University 2014 — 2016
Bachelor of Arts (B.A.), Management
Centenary College 1985 — 1987
AS - Liberal Arts, Equine Studies
Northeastern University 1983 — 1984
Business
Andover High School 1980 — 1984
Thomson Financial Management May 2013 - November 2014
Davis Financial Group, LLC 2009 - May 2013
Ostberg and Associates 2006 - 2009
PeoplesBank of Holyoke 2001 - 2006
OpenPages 1999 - 2001
Financial Partners (Farm Credit) 1989 - 1999
Coopers & Lybrand 1985 - 1988
Education
Central Connecticut State University 1982 — 1984
BS, Accounting
Northampton High School
Northampton High School
SECU March 2011 - Present
T Rowe Price June 1998 - March 2011
NationsBank September 1993 - June 1998
Coopers & Lybrand June 1992 - August 1993
Skills
Strategic Planning, Investments, Marketing Communications, Banking, Competitive Analysis, Product Management, Financial Analysis, Marketing Strategy, Product Marketing, Business Analysis, Direct Marketing, Analytics, Marketing, Mutual Funds, Segmentation, Strategy, Business Development, Market Research, Financial Services, Market Analysis, Relationship Management, Business Strategy, Analysis, Portfolio Management, Risk Management, Mergers & Acquisitions, Cross-functional Team..., Management, Leadership, New Business Development, Finance, Credit, Product Development
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA
Central College 1984 — 1989
B.A., Economics
Cayuga Community College February 2008 - Present
Auburn Enlarged City School District September 1997 - October 2004
Coopers & Lybrand October 1988 - June 1996
Skills
Teaching, College Teaching, Lecturing, Public Speaking, Tutoring
Education
SUNY Oswego 1994 — 2000
Master's degree, Secondary Math Education (grades 7-12)
SUNY Oswego 1986 — 1988
Bachelor's degree, Math/Economics
Cayuga County Community College 1983 — 1986
Associate of Science (AS), Liberal Arts - Math/Science
Alex S Tomoff, CPA, CDFA, LPC June 1990 - Present
Fichtel & Sachs AG January 1982 - December 1990
Coopers & Lybrand July 1977 - January 1982
Skills
Accounting, Small Business, Finance, Nonprofits, Consulting, Corporate Tax, Financial Advisory, Tax, Financial Reporting, Strategic Planning, Tax Preparation, CPA
Education
Cleveland State University 1994 — 1997
M ed, Counseling
Ohio University 1972 — 1977
BS, Accounting, Economics
JPMorgan Chase - (KForce) June 2013 - October 2014
TEKsystems October 2012 - April 2014
Cussen Consulting Corp 2011 - 2013
Cussen Consulting Corp. May 2011 - August 2012
Chicago Sun-Times Media Group 2004 - September 2011
JC Whitney May 2001 - September 2004
PwC 1996 - 2001
PricewaterhouseCoopers 1996 - 2001
Coopers & Lybrand 1996 - 2001
Skills
Internal Controls, Budgeting, Project Planning, Project Implementation, Project Coordination, Change Management, Compliance, Documentation, Data Analysis, ERP, Program Management, Payroll, Business Process, Risk, SDLC, Process Improvement, SOX, Software Documentation, Budgets, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Management, Training, Project Management, Access, Team Leadership, Databases, Human Resources, PMO, Analysis, Business Process..., Auditing, Vendor Management, Information Technology, Business Analysis, Recruiting, IT Management, Interviews, Risk Management, IT Strategy, CRM, Business Intelligence, Quality Assurance, Governance, SharePoint, Data Warehousing, Project Portfolio...
Education
Clarke University
Math
DePaul University
Genworth November 2014 - Present
Lincoln Financial Group December 2011 - October 2014
Blake Martin Consulting, LLC 2009 - November 2011
SMART Business Advisory and Consulting October 2008 - July 2009
Aetna 1990 - 2006
Price Waterhouse 1988 - 1990
The Travelers 1984 - 1988
Coopers & Lybrand 1983 - 1984
Price Waterhouse, Denver 1980 - 1983
Skills
Corporate Tax, Financial Planners, Tax Accounting, Tax, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Auditing, Investments, Mergers & Acquisitions, Risk Management, US GAAP, Financial Accounting, SEC filings, Internal Controls, GAAP, Financial Analysis, Due Diligence, Tax Advisory, Accounting, Sarbanes-Oxley, Insurance, Management, International Tax, Strategic Financial..., Finance, CPA, Financial Services, Internal Audit, Restructuring, Corporate Finance, Tax Law, Financial Modeling, Corporate Governance, Enterprise Risk..., Managerial Finance, Transfer Pricing, Financial Statements, Consolidation, SEC Filings, Financial Planning
Education
Colorado State University 1975 — 1979
B.S.
Miller & Associates CPAs July 2011 - Present
American Residential Communities December 2010 - August 2011
Lender Processing Services, Inc. (LPS) August 2009 - September 2010
Archstone Communities LLC May 2002 - December 2008
Qwest Communications August 1997 - May 2002
Meadow Gold Dairies April 1994 - August 1997
Monfort, Inc. December 1992 - April 1994
Monfort, Inc. February 1991 - December 1992
Coopers & Lybrand August 1988 - February 1991
Skills
Accounting, Payroll, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, QuickBooks, Time Management, Recruiting, Auditing, SEC filings, Due Diligence, Internal Audit, Managerial Finance
Education
Colorado State University
Bachelor of Science, Accounting
Rocky Mountain High School
YNS Associates Training & Devlopment ConsultantMovado Group, Inc1992 - 2003
Coopers & Lybrand 1989 - 1994
Skills
Selling Skills, Leadership Development, Coaching, Change Management, Training, Leadership, Customer Service, Performance Management, Team Building, Program Management, Interviews, Workshop Facilitation, Management, Organizational..., Employee Training
Education
City University of New York
Ph.D., Psychology
London School of Economics and Political Science
M.Sc., Social Psychology
Amway January 1990 - Present
Coopers & Lybrand 1986 - 1990
Skills
Supply Chain Management, Supply Chain..., Logistics, Process Improvement, Supply Chain, Cross-functional Team..., Continuous Improvement, Business Strategy, Operations Management, Business Process..., Lean Manufacturing, Inventory Management, Budgets, Change Management, Forecasting, Management, ERP, Warehousing, Strategic Planning, Team Leadership, Warehouse Management, Operational Excellence, Business Planning, Leadership, Manufacturing, P&L Management, Procurement, Purchasing, Six Sigma, Team Building, Strategy
Education
Central Michigan University
Bachelor of Science in Business Administration, Accounting
Deloitte Tax LLP September 2006 - Present
Deloitte Tax LLP November 2000 - August 2006
Deloitte UK July 1997 - October 2000
Coopers & Lybrand May 1995 - July 1997
HM Revenue & Customs November 1993 - April 1995
Skills
Business Case, Business Process..., Business Transformation, Management Consulting, Tax, Due Diligence, Restructuring, International Tax, Mergers, Income Tax, Tax Advisory, Tax Law, VAT, Big 4
Education
Chartered Institute of Taxation 1996 — 1997
Diploma, Indirect Tax
Chartered Institute of Marketing 1993 — 1994
Diploma, Marketing
Middlesex University 1989 — 1993
BA (Hons), Business Studies
Buck Consultants, A Xerox Company August 2014 - Present
ACS, a Xerox Company 2005 - Present
Buck Consultants October 2008 - July 2014
Buck Consultants January 2002 - October 2008
PricewaterhouseCoopers July 1999 - December 2001
Towers Perrin December 1988 - June 1999
Watson Wyatt January 1986 - December 1998
Coopers & Lybrand May 1985 - December 1985
Skills
Project Management, Leadership, Strategic Thinking, Employee Benefits, Talent Management, Employee Engagement, Performance Management, Training, Human Resources, Program Management, HR Consulting, Deferred Compensation, Benefits Administration, Retirement, Pensions, Management, Actuarial Science, Pension Administration, Executive Coaching, Defined Benefit, Employee Training, Executive Pay, Defined Contribution, Organizational Design, 401k, HRIS
Education
Temple University 2003 — 2008
MBA, Human Resource Management
Chestnut Hill College 1981 — 1985
BS, Mathematics
University of Ottawa Heart Institute May 2012 - Present
CGI Group Inc. December 2002 - April 2012
Nortel Networks 1996 - 2002
Nortel Networks 1992 - 1996
Coopers & Lybrand 1988 - 1992
Skills
Reporting & Analysis, Proposal Support, Forecasting, Costing, Pricing, Process Improvement, Budgeting, Audit, Internal Controls
Education
Carleton University
B.Comm., Accounting
Institute of Chartered Accountants of Ontario
Rochester City School District - OACES Office of Adult & Career Education Services February 2011 - Present
Rochester City School District September 1999 - February 2011
Jamey Stillings Photography 1996 - 1998
Coopers & Lybrand 1993 - 1996
Fabian Molina 1992 - 1993
Mitsui & Co. Finance, Inc. 1991 - 1992
Skills
Educational Leadership, Staff Development, Lesson Planning, Curriculum Development, Teaching, Curriculum Design, Classroom, Educational Technology
Education
State University of New York College at Brockport 2008 — 2010
CAS, Education Administration
Nazareth College 2001 — 2003
MA, Education
Cazenovia College 1989 — 1991
AS, Fashion Merchandising
State University of New York College at Brockport 1989 — 1991
BS, Business/Marketing
Realtor Training
U.S Dept. of Agriculture (USDA) June 2004 - Present
Magellan Resources Group January 2001 - January 2004
Columbia Energy Group (CEG) August 1998 - October 2001
William Samuel Willer, CPA May 1995 - June 1996
Coopers & Lybrand January 1993 - May 1995
Arthur Andersen & Company, LLC September 1991 - January 1993
Skills
Accounting, Finance, Project Management, Management, Treasury Management, Credit, Valuation, General Ledger, Financial Analysis, Forecasting, Risk Management, Budget, Process Improvement, Strategic Planning, Team Building, Financial Reporting, Microsoft Excel, Business Strategy, Investments, Management Consulting, Auditing, Analysis, Budgets
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA, Strategy, Marketing, Finance
Northeastern University 1988 — 1991
BS, 2; Finance and Accounting
Belmont Hill School 1977 — 1982
University of Phoenix 2002 - Present
Ashford University 2012 - Present
Everest University Online 2012 - Present
BST Management Solutions 2012 - Present
Educational Testing Service (ETS) 2003 - 2011
Churchill & Harriman 2002 - 2003
Prudential Financial 1997 - 2002
Empire Blue Cross Blue Shield 1996 - 1997
Coopers & Lybrand 1992 - 1996
Citibank 1983 - 1992
Skills
IT Audit, Enterprise Risk..., Information Security, Business Continuity, Quality Auditing, Business Process..., Best Practices, Governance, Process Improvement, Privacy Law, Auditing, College Teaching, Distance Learning, Project/Program..., CISA, Risk Management, Business Analysis, Sarbanes-Oxley Act, Training, PMO, Access, Change Management, Risk Assessment, Management, Internal Audit, Internal Controls, IT Strategy, Leadership, Information Technology, Disaster Recovery, Analysis, Program Management, SharePoint
Education
Nova Southeastern University
Ph. D. (ABD), Information Systems
University of Phoenix
M.S., Computer Information Systems
City University of New York-Brooklyn College
B.S., Accounting
BDO USA, LLP October 2011 - Present
Vandenbree Consulting October 2009 - November 2011
KPMG LLP January 2004 - October 2009
PwC October 1997 - January 2003
Nabisco 1991 - 1997
RJR Nabisco 1987 - 1991
Coopers & Lybrand June 1980 - November 1987
Wheat First Securities October 1978 - June 1980
Hall, Cotman, Garrison & Roseberry CPA's December 1977 - October 1978
Skills
Sarbanes-Oxley Act, Cost Accounting, Auditing, Management, Risk Assessment, Financial Statements, Mergers & Acquisitions, Internal Audit, Finance, External Audit, IT Audit, Financial Audits, Financial Risk, Accounting, Due Diligence, Enterprise Risk..., Tax
Education
Old Dominion University 1975 — 1976
Accounting
Christopher Newport University 1970 — 1974
BS, MIS
Friends of Norfolk's Environment June 2008 - Present
Independent Services of Virginia, Inc. February 2004 - Present
Total Information Management, Inc. March 2003 - Present
The Alternative Board 2007 - 2010
Knowledge Information Solutions March 1996 - March 2003
Contract Advertising October 1993 - March 1996
Divaris Real Estate September 1985 - October 1993
Central Business District Association 1986 - 1993
John Yancey Companies September 1981 - September 1985
Coopers & Lybrand June 1978 - September 1981
Skills
Management Consulting, Cash Flow, Accounting, Small Business, Real Estate, Forecasting, Improving, Asset, Insurance, Nonprofits, Customer Service, Strategic Planning, Budgets, Training, Marketing Strategy, Due Diligence, Team Building, Sales Management, Public Speaking, Cash Management, Financial Reporting, Investments, Financial Accounting, Internal Controls, Auditing, Microsoft Word, Strategic Financial..., Marketing, Fundraising, QuickBooks, Entrepreneurship, Business Development, Account Management, Start-ups, General Ledger, Commercial Real Estate, Government, Business Strategy, New Business Development, Portfolio Management, Leadership, Financial Analysis, Business Planning, Banking, Contract Negotiation, Team Leadership, Negotiation, Accounts Payable, Mergers & Acquisitions, Process Improvement
Education
Christopher Newport University 1975 — 1978
Business Admin, Accounting
University of New Hampshire 1974 — 1975
Oyster River HS 1969 — 1973
HS Diploma, Sports, math was a breeze
City of Naperville April 2009 - April 2014
BP April 2005 - March 2013
BP September 2004 - March 2005
BP January 2002 - August 2004
BP January 1999 - December 2002
BP April 1981 - December 1983
Coopers & Lybrand June 1978 - March 1981
Skills
Financial Analysis, Forecasting, Business Process..., Analysis, Change Management, Process Improvement, Business Process..., Managerial Finance, Management, Budgets, Internal Controls, Program Management, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Outsourcing, Business Planning, Leadership, Strategy, Finance, Internal Audit, IFRS, Restructuring, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Risk Management
Education
Cleveland State University 1980 — 1985
MBA, Finance
Cleveland State University 1974 — 1978
BBA, Accounting
Jessica V. Shellard, CPA, LLC February 2014 - Present
ALZA Corporation (Johnson & Johnson) 2000 - Present
Seeking Career Tax Opportunity August 2013 - January 2014
Janssen Pharmaceuticals, Inc. (formerly Centocor Ortho Biotech) (Johnson & Johnson) January 2010 - August 2013
ALZA Corporation June 2000 - December 2008
ALZA Corporation 2000 - 2008
Raytel Medical Corporation 1992 - 2000
Prometheus Development Co, Inc 1986 - 1991
The Fox Group of Companies 1981 - 1985
Coopers & Lybrand July 1979 - November 1981
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Corporate Tax, Auditing, SEC filings, Tax Accounting, Internal Controls, Tax, Financial Analysis, Consolidation, Mergers, US GAAP, GAAP, Due Diligence, Cost Accounting, CPA, Transfer Pricing, Income Tax, Variance Analysis, Strategic Financial..., Sarbanes-Oxley, Managerial Finance, Forecasting, Finance, Revenue Recognition, Financial Accounting, Financial Audits, General Ledger, Hyperion Enterprise, Fixed Assets, Financial Planning, Mergers & Acquisitions, Hyperion
Education
University of California, Berkeley, Haas School of Business 1977 — 1979
MBA, Accounting
Colorado College 1971 — 1975
BA, Accounting
ETHS 1967 — 1971
Driscoll's September 2014 - Present
PricewaterhouseCoopers July 2008 - October 2011
PwC July 1998 - July 2008
Coopers & Lybrand February 1994 - July 1998
Oland International August 1991 - February 1994
Skills
Risk Management, Insurance, Financial Risk, Analysis, Program Management, Management, Workers Compensation, Leadership, Operational Risk..., Internal Audit, Enterprise Risk..., Strategic Planning, Property & Casualty..., Change Management, Executive Management, Business Process..., Underwriting, Reinsurance, Governance, Auditing, Mergers & Acquisitions, Vendor Management, Customer Service, Team Leadership, Procurement, Management Consulting, Financial Analysis, Due Diligence, Training, Crisis Management, Contract Negotiation, Project Management, Risk Analysis, Process Improvement, Loss Prevention, Contract Negotiations, Business Relationship..., Claims Oversight and..., Risk Assessment, Solution Implementation, Train the Trainer, Compliance, Business Continuity, Contract Management, Vendor Relations, Workshop Facilitation
Education
Central Connecticut State University
BA, Psychology/Marketing
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2006
Executive Leadership Program
Risk and Insurance Management Society 2004 — 2004
Essentials in Enterprise Risk Management
Hunter Advisors, PLLC January 1990 - Present
Boeckmann, Grafstrom and Mayer, LLC CPAs 1990 - Present
Coopers & Lybrand 1990 - 1993
Skills
Certified Business..., Certified Forensic..., Attorneys, Certified Public..., CPA, Estate Tax Planning, Forensic Analysis, Tax, Business Valuation, Forensic Accounting, Strategic Financial..., Income Tax, Valuation, Partnership Taxation, Tax Research, Tax Law, Finance, Tax Accounting, Corporate Tax, US Tax, Tax Preparation, Tax Returns, Trusts, S Corporations, International Tax, LLC, GAAP, Financial Advisory, SEC filings, High Net Worth..., Auditing, Estate Planning, Financial Planning
Education
University of Wyoming College of Law 1987 — 1990
Juris Doctorate, Law
Colorado State University 1983 — 1987
Bachelor of Science, Accounting
Colorado State University 1983 — 1987
B.S, Accounting; Juris Doctorate
Xeelee Group LLC June 2002 - Present
Salient Federal Solutions/Salient Commercial Solutions June 2012 - November 2013
Secure Mission Solutions, Inc. February 2010 - June 2011
Equient, a Veridian Company February 1998 - June 2002
Thomson Technology Consulting Group March 1996 - December 1997
Technology Solutions Company August 1994 - February 1996
Inference Corporation May 1990 - August 1994
Coopers & Lybrand June 1988 - May 1990
Hi Tech Venture Consultants, Inc. May 1987 - June 1988
Shearson Lehman Brothers May 1985 - May 1987
Skills
IT Strategy, Integration, Program Management, Strategy, Enterprise Software, SDLC, Process Improvement, Management Consulting, Management, Strategic Planning, Executive Management, Business Analysis, Leadership, Security, Start-ups, Agile Methodologies, Requirements Analysis, Project Management, Governance, Consulting, Business Strategy, IT Management, Software Development, Software Project..., Cloud Computing, Entrepreneurship, Proposal Writing, Executive Development, Information Assurance, Systems Engineering, Information Security, Product Management, Product Development, Analysis, Security Clearance, SaaS, Mergers & Acquisitions, Risk Management, Testing, System Architecture, Cross-functional Team..., Information Technology, ITIL, CMMI, Business Intelligence, Information Security...
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
M.B.A.
Case Western Reserve University 1973 — 1976
Ph.D.
Case Western Reserve University 1970 — 1973
B.S.
LifeMoxie Mentoring 2003 - Present
Girls Middle School 2000 - 2005
Riverstone Networks A Cabletron Company 2000 - 2002
Weave Innovations 2000 - 2000
Fenwick and West 1999 - 2000
Pillsbury Winthrop Shaw Pittman 1997 - 1999
Coopers & Lybrand 1995 - 1997
Skills
Leadership Development, Leadership, Mentoring, Coaching, Strategy, Entrepreneurship, Social Media, Enterprise Software, Workshop Facilitation, Mergers & Acquisitions, Public Speaking, Nonprofits, Strategic Planning, Cross-functional Team..., Management, Research, Networking, Team Building, Employee Engagement, Training, Team Leadership, Small Business, Start-ups, Executive Coaching, Fundraising, Marketing Strategy, Policy, Organizational..., Management Consulting, Change Management, Business Strategy, Organizational...
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1992 — 1995
BA, Law
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Spectrum Nonprofit Services April 2007 - Present
CompassPoint Nonprofit Services August 2005 - March 2007
KRON-TV March 2003 - July 2005
Earth Island Institute April 2002 - July 2005
Biznet Television News August 2000 - November 2001
TreePeople November 1995 - June 1998
Coopers & Lybrand 1992 - 1995
Skills
Business Planning, Strategy, Non-profits, Fundraising, Strategic Planning, Grant Writing, Board Development, Public Speaking, Philanthropy, Program Development, Volunteer Management, Grants, Research, Editing, Community Outreach, Leadership, Nonprofits, Stewardship, Marketing, Management Consulting, Training, Management, Community Development, Organizational..., Leadership Development, Media Relations, Proposal Writing, Sustainability, Business Strategy, Workshop Facilitation, Strategic Communications, Non-profit..., Annual Giving, Program Evaluation, Public Policy, Analysis, Capacity Building, Networking
Education
Yale University - Yale School of Management 1998 — 2000
MBA
Claremont McKenna College 1988 — 1992
B.A., Economics - Accounting
Thomson Reuters March 2005 - Present
Self 2003 - 2005
Ernst & Young LLP 1996 - 2003
Bryson & Call LLP 1994 - 1996
Accountants Education Group 1992 - 1994
Murata Business Systems 1990 - 1992
Coopers & Lybrand 1985 - 1990
Skills
Technical auditing, Technical accounting, Internal control..., Auditing, Accounting operations, General ledger, Financial reporting, Fixed assets management, Financial forecasting, Budgeting, Accounts payable, Accounts receivable, Financial analysis, Controller, Change management, Accounting research, Call center, Staff management, Shared services, Internal Controls, Accounting, Public Speaking, PCAOB standards, SEC Financial Reporting, Management, General Ledger, Financial Reporting, Financial Analysis, Budgets, CPA, Process Improvement, Change Management, Finance, Accounts Receivable, Accounts Payable, Shared Services, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act
Education
Colorado State University
Weber State University
BS
Cirdan Health Systems and Consulting September 2011 - Present
Securian Trust Company January 2011 - April 2011
Consultant 1992 - 2008
Mattson & Radziej, Ltd. 2001 - 2002
Coopers & Lybrand 1985 - 1987
Education
College of St. Benedict
BA, Major: Business Administration, Management Concentration; Minors: Accounting & German
William Mitchell College of Law
JD
I3 Healthcare Consulting March 2014 - Present
Berkeley Research Group LLC November 2011 - March 2014
Navigant Consulting May 2011 - November 2011
FTI Healthcare November 2007 - May 2011
Chapin Revenue Cycle Management 2003 - 2006
Tribridge 2002 - 2003
First Consulting Group September 1999 - December 2002
Arthur Andersen January 1993 - September 1999
Coopers & Lybrand October 1991 - January 1993
Community Health Systems 1987 - 1988
Skills
Change Management, Staff Development, Project Management, Healthcare Consulting, Finance, Coaching, Healthcare Management, Revenue Cycle, Strategic Planning, Management Consulting, Healthcare, Leadership, Data Analysis, Management, Performance Improvement, Strategy, Executive Management, Hospitals, Financial Analysis, Consulting, Process Improvement, Documentations, Budgets, Mergers & Acquisitions, Healthcare Information..., Healthcare Industry
Education
Clemson University - College of Business and Behavioral Science 1991 — 1993
MBA, Finance
Clemson University 1978 — 1983
BS, Accounting
Lloyd Hayne & Associates, Ltd. Contract IT AdministratorOregon AFSCME Council 752009 - Present
Lloyd Hayne & Associates, Ltd. 1990 - 2015
Coopers & Lybrand September 1990 - September 1991
City of Portland May 1983 - September 1991
Skills
Small Business, Community Outreach, Budgets, Management, New Business Development, Nonprofits, Team Building, Contract Negotiation, Financial Analysis, Marketing Strategy, Event Planning, Investments, Strategic Planning, Public Speaking, Fundraising, Customer Service, Networking, Negotiation, Organizational..., Leadership, Start-ups, Social Media
Education
Lewis & Clark Law School 1977 — 1980
Doctor of Law (JD)
Colorado College 1972 — 1976
BA, Economics
FlexPaths LLC November 2008 - Present
Sterling College, Craftsbury Common, VT October 2005 - Present
Madison River Communications Corp. May 2004 - April 2007
IntegriCor 2005 - 2005
Centennial Communications Corp 1999 - 2002
360 Communications Company 1996 - 1998
Sprint Corporation 1991 - 1996
The Firestone Tire & Rubber Company 1976 - 1990
Coopers & Lybrand 1972 - 1976
Skills
Turnaround Experience, Non-profits, Start-ups, Corporate Finance, Private Equity, Due Diligence, Nonprofits, Mergers & Acquisitions, Finance, Restructuring, Investments, Risk Management, Portfolio Management, Capital Markets, Investment Banking, Business Strategy, Management, Strategy, Strategic Planning
Education
University of Michigan 1970 — 1971
MBA, Master of Business Administration
Case Western Reserve University 1966 — 1970
BS, Management Science
Grant Thornton April 2009 - Present
PricewaterhouseCoopers April 1999 - March 2009
Occidental College April 1995 - April 1999
Jewish Federation Council of Greater Los Angeles April 1993 - March 1995
Coopers & Lybrand 1986 - 1993
Skills
Auditing, Finance, Leadership, Internal Controls, Not for Profit, Higher Education, Employee Benefits, Nonprofits, Accounting, Non-profits, Fundraising, Public Speaking, Financial Reporting, SEC filings, Healthcare, GAAP, US GAAP, Financial Analysis, Strategic Planning, CPA, External Audit, Corporate Tax, Assurance, Financial Accounting, Financial Statements, SEC Filings, Internal Audit, Due Diligence, Sarbanes-Oxley Act, Tax
Education
Claremont McKenna College 1981 — 1985
BA, Accounting & Religion
Shane Co. October 2013 - Present
North American Membership Group December 2012 - August 2013
Best Buy June 2010 - May 2012
Certes Financial Pros November 2009 - May 2010
Best Buy June 2006 - March 2009
Best Buy June 2004 - June 2006
Best Buy November 2001 - June 2004
Certes Financial Pros June 2000 - November 2001
DTN June 1995 - June 2000
Coopers & Lybrand December 1989 - June 1995
Skills
Accounting, Business Performance..., Financial Accounting, Financial Reporting, Budgets, Process Improvement, Leadership, Strategy, Forecasting, Finance, Analysis, Financial Forecasting, Performance Management, Human Resources, Retail, Team Building, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., P&L, Financial Planning
Education
College of Saint Benedict 1984 — 1988
BA
The Middleby Corporation January 2015 - Present
Worldwide Produce Direct February 2013 - December 2014
Darden Restaurants August 1999 - February 2013
Boston Market January 1994 - May 1998
McDonald's January 1984 - January 1994
Coopers & Lybrand 1981 - 1984
Skills
Restaurants, Budgets, Inventory Management, Construction, Purchasing, Food Safety, Facilities Management, Retail, Time Management, Team Management, Customer Service, Food Service, Logistics, Leadership, Multi-unit, Food, Pricing, Strategic Planning, Cross-functional Team..., Income Statement, Team Building, Contract Negotiation, New Business Development, Management, Sales, Forecasting, Food & Beverage, Restaurant Management, Engineering, Marketing, Sales Management, Customer Satisfaction, P&L Management, Sourcing, Hospitality
Education
Central Michigan University 1979 — 1981
MS, Accounting
Michigan State University
Bachelor of Science (BS)
Pre-Paid Legal Services, Inc. August 2003 - Present
Lorain City School District September 1994 - September 1995
Lorain City School District January 1994 - September 1994
City of Cleveland October 1990 - December 1993
City of Cleveland - West Side Market September 1988 - October 1990
City of Cleveland - Convention Center September 1985 - September 1988
Revco D. S. Inc. August 1984 - August 1985
Coopers & Lybrand July 1981 - August 1984
Education
Cleveland State University 1978 — 1981
BSBA, Accounting
John Carroll University 1976 — 1978
none, Accounting
The Jon Pilon Group LLC November 2014 - Present
Force 3, Inc. May 2014 - October 2014
TeleCommunication Systems, Inc. (NASDAQ: TSYS) April 2010 - May 2014
Genesys Conferencing (NASDAQ: GNSY), now part of INTERCALL March 2005 - March 2010
PAREXEL International (NASDAQ: PRXL) 2000 - 2005
Deloitte November 1996 - January 2000
Coopers & Lybrand September 1994 - November 1996
Skills
Accounting, Internal Controls, Mergers & Acquisitions, Process Improvement, Finance, Auditing, US GAAP, Sarbanes-Oxley Act, Analysis, Integration, Management, Mergers, Strategic Financial..., Business Process..., Sailing, Leadership, Forecasting, Change Management, Government Contracting, International..., Transfer Pricing, Treasury and Cash...
Education
College of the Holy Cross 1990 — 1994
Bachelor of Arts, Mathematics
Simsbury High School 1985 — 1989
High School
Titus Built, LLC January 1995 - Present
Titus Built, LLC January 1995 - Present
Coopers & Lybrand April 1995 - April 1996
EnerSave November 1991 - March 1995
Skills
Integrity, Residential Homes, Construction, Interior Design, Green Building, Real Estate, Renovation, Construction Management, Roofers, Cabinetry, Interior Architecture, Restoration, Sales, Residential Design, Custom Homes, Builders, Tiles, Process Scheduler, Management, Contract Negotiation
Education
Central Connecticut State University 1985 — 1989
BS, Construction Engineering & Management
New Canaan High School 1980 — 1984
GED
Virginia Repertory Theatre May 2015 - Present
Wilson, Shannon & Snow, Inc. September 2007 - June 2015
Ruth R. Garrett, CPA 1998 - 2007
GBQ Partners January 1997 - September 1998
Whalen & Company, CPAs and Consultants January 1995 - January 1997
YWCA of Licking County July 1994 - September 1996
Coopers & Lybrand September 1992 - July 1994
Skills
Account Reconciliation, Nonprofits, Accounting, Small Business, Tax, Payroll, Financial Reporting, Financial Statements, Compilation Of..., Grants, Advising Clients, Business Advising, Budgets, Budget Monitoring, CPA, Accounts Receivable, Internal Controls, Financial Analysis
Education
The Ohio State University 1990 — 1992
CPA, Accounting, 3.8
Central College
Bachelor of Arts (BA), Theatre and communications, 3.0
University of Toronto Asset Management Corporation July 2010 - Present
BenDan Consulting 1998 - July 2010
Manulife Financial 1997 - 1998
Manulife Financial 1995 - 1997
Manulife Financial September 1993 - 1995
The Toronto Sun 1991 - 1993
Coopers & Lybrand September 1988 - 1991
Horwath Clark Whitehill LLP September 1984 - August 1988
Clark Whitehill 1984 - 1988
Skills
Compliance, Securities Regulation, Operational Due..., Drafting Policies, Internal Controls, Presentations, Operational Risk, Hedge Funds, Pension Funds, Sub-Advisor Oversight, Risk Assessment, Business Continuity..., Oversight, Auditing, Investments, Investment Management, Business Process..., Policy, Mutual Funds, Financial Risk, Management, Corporate Governance, Due Diligence
Education
Canadian Securities Institute 2010 — 2011
Partners, Directors and Senior Officers Course; Canadian Securities Course
Carleton University 2004 — 2004
Diploma
Institute of Chartered Accountants in England & Wales 1984 — 1988
C.A.
University of Kent at Canterbury 1981 — 1984
BA (Hons)
TIAA-CREF October 2012 - Present
Acumen Financial Services Consulting, LLC May 2011 - October 2012
Oculus Partners, LLC May 2011 - April 2012
Merrill Lynch September 1996 - May 2011
Bank of America 1996 - May 2011
Deustche Bank May 1999 - August 2000
Coopers & Lybrand May 1995 - September 1996
The Vanguard Group September 1989 - May 1995
Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities
Education
La Salle University - School of Business Administration 1985 — 1989
BS, HR & Marketing
College for Financial Planning
CFP, Financial Planning
Harness, Dickey and Pierce P.L.C. May 2014 - Present
Campbell-Ewald March 2011 - May 2014
Honigman Miller Schwartz & Cohn, LLP August 2009 - December 2010
GMAC Financial Services July 2007 - July 2009
GMAC Financial Services July 2007 - July 2009
Dykema Gossett PLLC July 1996 - July 2007
PAYROLL 1, Inc July 1994 - July 1996
O/E Management Services, Inc January 1993 - July 1994
Coopers & Lybrand January 1989 - January 1993
Skills
Accounting, Accounting System..., Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Accounts Receivable, Collections, Mergers, Finance, Cash Management, General Ledger, Mergers & Acquisitions, Cost Accounting, Accounts Payable, Program Management, Process Improvement, Internal Controls, Management, Internal Audit, Strategic Planning, Leadership, Budgets, Tax, Payroll, Variance Analysis, Employee Benefits, Human Resources, Financial Planning
Education
Central Michigan University
BSBA, Accounting
Central Michigan University
Bachelor of Science (BS), Accounting
Northbound Treatment Services June 2013 - Present
Cadiz Inc. June 2005 - Present
California Coastal Communities, Inc. May 1998 - March 2011
Metalclad Corporation March 1999 - June 2002
Koll Real Estate Group, Inc. October 1993 - April 1998
The Bolsa Chica Company July 1992 - September 1993
Henley Properties Inc. June 1990 - July 1992
The Henley Group, Inc. December 1986 - March 1990
Coopers & Lybrand July 1983 - December 1986
Coopers & Lybrand September 1979 - June 1983
Skills
Capital Markets, Company Acquisitions, divestitures, Restructuring, Corporate Finance, corporate strategy, Financial Planning &..., Strategic Planning, Negotiation, SEC Financial Reporting, Mentoring Of Staff, Investor Relations, Audit Committee, Independent Director, Joint Ventures, Mergers, Divestitures, Business Strategy, Business Valuation, Debt Restructuring, Asset, Corporate Governance, Project Entitlements, Board of Director..., Mergers & Acquisitions, Real Estate Development, Real Estate, Board of Directors, Financial Reporting, Due Diligence, Entitlements, Finance, Executive Management, Auditing, Strategic Financial..., Acquisitions, Venture Capital, M&A experience, IPO, Corporate Development, Acquisition Integration, Private Equity, Turn Around Management, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Valuation, Commercial Real Estate, Capital, Managerial Finance
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Finance and Accounting
Colgate University 1973 — 1977
BA, Political Science
Wells Fargo Funds Management December 2007 - Present
Parnassus Investments 2004 - 2007
Coopers and Lybrand 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
pricewaterhouseCoopers 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
Coopers & Lybrand 1992 - 2004
Skills
Compliance, Asset Management, Mutual Funds, Auditing, Internal Controls, SEC reporting, Financial Reporting, Accounting, Audit
Education
Florida Atlantic University 1988 — 1992
Master of Business Administration (M.B.A.)
Colorado State University 1982 — 1985
BA, Art
Ernst & Young LLP October 1994 - Present
Mayer, Brown, Rowe & Maw LLP June 1992 - September 1994
Coopers & Lybrand March 1989 - 1991
Skills
Internal Communications, Marketing Communications, Strategic Communications, Legal, Project Management, Think Tank, International Tax, Transfer Pricing, Tax Law, Leadership, Cross-border..., Tax, Tax Advisory, Indirect Taxation, Tax Accounting, Business Valuation
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1984 — 1987
JD
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Political Science and Government, Spanish
University of the Pacific - McGeorge School of Law
Master of Laws (LLM), Transnational Practice
Neuberger Berman May 2009 - Present
Lehman Brothers / Marketing 2007 - 2009
Neuberger Berman 1999 - 2003
Citibank June 1997 - September 1999
Coopers & Lybrand 1994 - 1997
Irving Trust Company 1981 - 1990
Bank of New York Mellon 1979 - 1981
Education
School of Visual Arts 1990 — 1992
NA, Graphic Design
New York Institute of Technology 1988 — 1989
NA, Communications
College of Saint Elizabeth 1971 — 1975
BA, English and Art
Miami Innovation Fund 2011 - Present
Dimond Kaplan & Rothstein, P.A. March 2003 - Present
Hanzman & Criden, P.A. 1997 - 2003
Coopers & Lybrand 1994 - 1996
Ponzoli Wassenberg 1993 - 1994
Ponzoli Wassenberg 1993 - 1994
Skills
Fraud, Options, FINRA, Class Actions, Securities Litigation, Securities Arbitration, Appeals, Bankruptcy, Product Liability, Due Diligence, FCPA, Trial Practice, Securities Regulation, Litigation, Civil Litigation, Alternative Dispute..., Commercial Litigation, Securities, Arbitration, Torts, Insurance Law, Financial Advisory, Business Litigation, Bad Faith, Trials, Mediation, Dispute, Shareholder, Trade Secrets
Education
University of Miami School of Law 1991 — 1994
Juris Doctor, Law
Northeastern University 1985 — 1990
BS, Finance and Management
Choate Rosemary Hall 1983 — 1985
Thomas Hooker
STERIS Corporation November 2009 - Present
Cole National 2001 - 2005
Credit General Insurance Company 1995 - 2000
Picker International 1991 - 1995
Coopers & Lybrand 1987 - 1991
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Internal Controls, Analysis, Fraud, Sarbanes-Oxley Act
Education
Cleveland State University 1982 — 1987
BBA, Accounting
Run Strategies March 2015 - Present
Gordon MacFarland Enterprises December 2014 - Present
Marathon Sports August 2014 - Present
Ceres, Inc. November 2007 - November 2014
Renewable Strategies April 2005 - November 2007
Rainforest Alliance October 2001 - April 2005
Vermont Institute of Natural Science June 1997 - October 2001
State of Vermont April 1995 - June 1997
Gordon MacFarland, CPA September 1987 - June 1993
Coopers & Lybrand July 1986 - August 1987
Education
University of Washington 2013 — 2014
Masters of Public Administration, Public Administration
Colorado State University 1973 — 1977
Master’s Degree, Accounting and Finance
Miami University 1966 — 1971
Bachelor’s Degree, Psychology
Ross Environmental Services, Inc. January 2015 - Present
Black Box Network Services April 2013 - January 2015
Black Box Network Services October 2010 - March 2013
LOGOS Communications, Inc. May 1996 - October 2010
JTM Products, Inc June 1994 - May 1996
National City Investments 1993 - 1994
Coopers & Lybrand 1990 - 1993
Skills
Process Improvement, Managed Services, Data Center, Strategic Planning, Unified Communications, Vendor Management, Contract Negotiation, Budgets, Human Resources, Change Management, Leadership, Account Management, Telecommunications, Business Development, Project Management, Solution Selling, Management, Product Management, New Business Development, Start-ups, Finance, Strategy, Professional Services, CRM, Business Process..., SaaS, Executive Management, Cross-functional Team..., Enterprise Software
Education
Cleveland State University
BS, Accounting
Human Resources Network, LLC (formerly HRN Staffing Solutions) January 1989 - Present
Central Michigan University January 1987 - Present
Northwood University January 1993 - December 2013
Michigan National Bank June 1979 - December 1988
Coopers & Lybrand 1986 - 1986
Skills
Leadership Development, Employee Relations, Resume Writing, Organizational..., Career Counseling, Higher Education, Public Speaking, Staff Development, Career Development, Talent Management, Coaching, Strategic Planning, Recruiting, Management, Human Resources, Succession Planning, Conflict Resolution, Employee Training, Training, Interviews, Instructional Design, Teaching, Personnel Management, Policy, Leadership, Organizational...
Education
Central Michigan University 1980 — 1983
M.A., Human Resource Management
Oakland University 1970 — 1974
B.S., Business Administration
Windermere Real Estate, NW, Inc. September 1998 - Present
Coopers & Lybrand June 1995 - July 1997
Skills
Sellers, Investment Properties, Foreclosures, Buyer Representation, REO, Single Family Homes, Relocation, Condos, Short Sales, First Time Home Buyers, Real Estate, Listings, New Home Sales, SFR, Move Up Buyers, Townhomes, HUD, Buyers, Referrals, New Homes, ABR, Relocation Buyers, Real Property, Vacation Homes, Investors, Luxury, Real Estate Transactions, Home Staging, Resellers, Rentals, Residential Homes, Property, Real Estate Financing, FHA, Escrow, Real Estate Economics, Commercial Real Estate, Property Management, Brokerage, Waterfront, 1031 Exchanges, Council of Residential...
Education
Clemson University 1977 — 1981
B. S., Mathematical Science with a Biology Option
Ultra Capital LLC April 2015 - Present
Summit Global Management July 2010 - July 2014
Brennan Investment Partners December 2008 - July 2010
Aqua Terra Asset Management July 2004 - October 2008
Summit Global Management January 1999 - February 2006
Avondale Partners June 2002 - June 2004
Sequoia Software May 2000 - May 2001
Pacific Growth Equities August 1995 - March 2000
PMG February 1994 - August 1995
Coopers & Lybrand February 1992 - February 1994
Education
Villanova University 1990 — 1992
MBA, Finance/Marketing
Colorado State University 1986 — 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 — 1984
Mechanical Engineering/Biology, BS Engineering
Malvern Prep 1976 — 1980
High School Diploma
ELM Financial Consulting LLC April 2014 - Present
DMS Health Technologies Platinum Equity April 2014 - December 2014
Trim Masters Inc. February 2010 - June 2013
BBK March 2007 - October 2008
Drivesol Worldwide, Inc. May 2006 - November 2006
Hella North America May 2001 - October 2005
Technotrim, Inc. - subsidiary of Johnson Controls Automotive 1986 - 2000
Hoover Universal, Inc. - acquired by Johnson Controls in 1985 1980 - 1985
Coopers & Lybrand 1977 - 1979
Peat Marwick 1974 - 1977
Skills
Managerial Finance, Due Diligence, Manufacturing, Automotive, Start-ups, Auditing, Corporate Finance, Management, Strategic Planning, Finance, Divestitures, Treasury, Financial Analysis, Financial Reporting, Forecasting, International Business, Cost Accounting, Accounting, Turn Around Management, Process Improvement, Lean Manufacturing, Restructuring, Strategic Financial..., Leadership, Financial Modeling, Sarbanes-Oxley Act, Analysis, CPA, GAAP, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley
Education
Cleveland State University
BBA, Accounting
D. Siegel CPA P.C. 2000 - Present
Explorica May 2008 - September 2008
UBS 1991 - 2001
Coopers & Lybrand June 1989 - September 1991
Skills
Tax, Microsoft Excel, Accounting, Budgets, QuickBooks, Tax Preparation, Auditing, Sales Tax, Bookkeeping, Small Business
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Accounting
Clarkson University 1985 — 1989
BS, Accounting, Finance
Locust Valley HS
IAS - International Asset Systems January 2012 - Present
Dominican University of California January 2014 - Present
Belcorp August 2011 - October 2011
SolarCraft December 2007 - July 2011
Cate School July 2002 - June 2011
Live Out Loud April 2007 - August 2007
The Coaches Training Institute December 2001 - February 2007
Kingsbrook Inc. July 1994 - March 2001
Coopers & Lybrand June 1990 - April 1994
Dean Witter Reynolds September 1987 - July 1988
Skills
Start-ups, Financial Analysis, Strategic Planning, Business Strategy, Budgets, Executive Management, Project Finance, SaaS, Turn Around Management, Financial Accounting, Leadership, Team Leadership, Leadership Development, Operations Management, Entrepreneurship, Marketing, Strategy, Job Costing, International Business, Cost Accounting, High Growth Companies, Turnarounds, Creative Problem Solving, IT Management, US GAAP, Staff Mentoring, Supply Chain Management, Import/Export, Technology..., Budget Development, Budget Management, Financial Forecasting, Finance, Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
Colgate University 1985 — 1990
BA, Economics
Cate School 1981 — 1985
High School Diploma
Merkle May 2014 - Present
IBM March 2007 - May 2014
Lason (now HOV Services) 2002 - 2007
PricewaterhouseCoopers April 2000 - May 2002
Coopers & Lybrand January 1989 - March 2000
Unisys 1977 - 1989
Skills
Financial Services, Vendor Management, PMP, Program Management, Integration, Business Intelligence, Management, PMO, Resource Management, IT Strategy, IT Service Management, ERP, Training, Strategy, Project Management, Business Transformation, Outsourcing, IT Operations, CRM, Information Technology, Mergers & Acquisitions, E-commerce, Sales Management, Software Development, Security, Process Improvement, Management Consulting, Consulting, Budgets, Enterprise Architecture, Data Warehousing, Solution Architecture
Education
Case Western Reserve University
BA, Statistics
Case Western Reserve University
MS, Operations Research
Mission Critical Software, LLC 2011 - Present
Online Mooring, LLC 2007 - Present
Fandotech May 2004 - July 2011
TRC Environmental 1998 - 2004
Vanasse Hangen Brustlin, Inc. 1997 - 1998
Coopers & Lybrand 1994 - 1998
Pragma 1992 - 1994
Travelers 1985 - 1992
Skills
Databases, Microsoft SQL Server, Software Development, SQL, .NET, ArcGIS Server, Project Management, Programming, Strategy, GIS, SSRS, C#, Enterprise Architecture, Integration, ESRI, Access, ASP.NET AJAX, Google Earth, ArcSDE, SDLC, Spatial Databases, Database Design, IT Management, Cloud Computing, Data Modeling, SOA, Google Maps, SaaS, Paypal Integration, ArcGIS, IT Strategy, Software Project..., Business Intelligence, ArcIMS, Google API, jQuery, Agile Project Management, Business Process..., jQuery Mobile, jQuery UI, Entrepreneurship, E-commerce, AngularJS, Mobile Application..., Web Application..., ASP.NET MVC
Education
Colgate University 1982 — 1985
BA, Computer Science
University of New Haven 1996 — 2000
MS, Environmental Science
Rensselaer Polytechnic Institute at Hartford 1986 — 1987
MBA Program, International Business Concentration
Staples High School 1979 — 1982
AIG May 2012 - July 2013
Treasury Strategies, Inc. August 2010 - August 2011
GENERAL ELECTRIC COMPANY August 2003 - August 2010
Ernst & Young/Arthur Andersen April 1998 - July 2003
Coopers & Lybrand March 1993 - April 1998
Chase Manhattan Bank June 1989 - March 1993
Bank of America January 1982 - January 1989
Skills
FX, Cash Management, Risk Management, Derivatives, Disaster Recovery, Investments, Credit, Credit Derivatives, Compliance, Treasury Management, AML, SOX, KYC, Banking, Interest Rate..., Business Continuity, Commodities, OFAC, BSA, Money Market, Trading, Hedging, USA PATRIOT Act, Bank Secrecy Act, Funding, Internal Controls, Treasury, FX Options, Sarbanes-Oxley Act, Commodity, Payments, Capital Markets, Portfolio Management, Finance, Operational Risk, Strategy, Business Process, Options, Foreign Exchange, Managerial Finance, Credit Risk, Financial Reporting, Basel II, Operational Risk..., Enterprise Risk..., Analysis, Corporate Finance, Financial Institutions, Liquidity Management, ALM
Education
Pace University - Lubin School of Business 1975 — 1978
MBA, Finance and Banking
City University of New York-Herbert H. Lehman College
BA, Mathematics; Accounting
TD February 2015 - Present
Inwood Heights, Inc. December 2008 - Present
Morgan Stanley September 2014 - November 2014
Morgan Stanley October 2013 - September 2014
Morgan Stanley July 2014 - August 2014
Mariner's Bank February 2012 - November 2012
Societe Generale July 2009 - December 2011
Morgan Stanley October 1997 - May 2009
Coopers & Lybrand January 1996 - October 1997
Skills
Accounting, Financial Analysis, Financial Modeling, General Ledger, Investment Banking, Valuation, Treasury Management, N.Y. Notary Public, Microsoft Excel, Securities, Equities, Fixed Income, Finance, Financial Services, Derivatives, Account Reconciliation, Risk Management, Investments, Asset Management, Hedge Funds, Capital Markets, Auditing, Banking, Internal Controls, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Credit, Financial Reporting, IFRS, Cash Management, Analysis, Loans, Corporate Finance, Financial Audits, Accounts Payable, Budgets, Strategic Financial..., Executive Management, Management, Due Diligence, Mergers & Acquisitions, Consolidation, Managerial Finance
Education
City University of New York-Hunter College
BA, Liberal Arts
Manhattan College
MBA, International Business
New York University
Certificate, Accounting
SUNY Levin Institute
Fellow - Jumpstart 14.0
AFM International, LLC November 2010 - Present
Gantry, Incorporated March 2011 - January 2014
AXIS Capital Holdings, Inc. April 2008 - November 2010
AFM International, Inc January 1998 - April 2008
Universal Systems of America October 1983 - December 1997
The Charter Insurance Group March 1980 - September 1983
Coopers & Lybrand March 1977 - March 1980
Insurance Systems of America April 1974 - March 1977
Skills
Insurance, Mergers, Reinsurance, Mergers & Acquisitions, Business Development, Start-ups, Project Management, D&O, Management, Strategic Planning, Leadership, Marketing, Financial Analysis, Change Management, Executive Management, Management Consulting, Risk Management, Process Improvement
Education
Central Methodist College 1965 — 1969
National Network of Libraries of Medicine/New England Region 2001 - Present
UMass Medical School 2001 - Present
Beth Israel Deaconess Medical Center 1996 - 2001
Deaconess Hospital 1992 - 1996
Coopers & Lybrand 1984 - 1989
Education
Simmons College 1978 — 1980
M.S.L.I.S., Library & Information Science
The George Washington University 1976 — 1978
M.A., Literature
Colby College 1970 — 1974
B.A., Languages & Literature
AFM International, Inc. November 2010 - Present
Gantry, Incorporated March 2011 - January 2014
MutualAid Exchange 2011 - November 2013
Axis Insurance 2008 - 2010
AFM International, Inc. March 1997 - March 2008
Universal Systems of America, Inc. March 1987 - March 1997
Coopers & Lybrand 1977 - 1981
Insurance Systems of America 1972 - 1974
General American Life 1969 - 1973
Skills
Marketing, Insurance, Management, Start-ups, Mergers, Mergers & Acquisitions, Project Management, Property & Casualty..., Business Analysis, Underwriting, Business Development, SDLC, Leadership, Strategy, Risk Management, Strategic Planning, Professional Liability, Casualty, Commercial Insurance, Reinsurance, Legal Liability
Education
Central Methodist College 1965 — 1969
BA, Accounting and Economics
American Superconductor June 2010 - Present
American Superconductor Corp January 2006 - May 2010
American Superconductor Corp April 2002 - December 2005
American Superconductor 1996 - 2002
Prime Computer 1986 - 1992
Coopers & Lybrand 1983 - 1986
Education
College of the Holy Cross 1979 — 1983
Green Tree Servicing August 2010 - Present
GMAC ResCap March 2006 - August 2010
Honeywell International June 2001 - March 2006
Creative Publishing International April 1999 - June 2000
Faribault Foods, Inc April 1998 - April 1999
United States Peace Corps May 1995 - September 1997
Coopers & Lybrand January 1994 - May 1994
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Hyperion Enterprise, Forecasting, Variance Analysis, Strategic Financial..., Accounting, Essbase, Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 1991 — 1994
BS
Clarkson University 1990 — 1991
Volunteer October 2009 - Present
Sisters of Mercy October 2006 - November 2009
Magee Rehabilitation Hospital May 1995 - August 2006
Delaware Valley Hospital Council May 1986 - May 1995
ARCO Chemical 1981 - 1986
Coopers & Lybrand June 1979 - June 1981
FMC June 1972 - June 1979
Education
Drexel University 1974 — 1978
Chestnut Hill College 1968 — 1974
BS, Elementary Education
Achilles Perry & Co., Inc. January 1993 - Present
Coopers & Lybrand 1989 - 1992
Deloitte 1988 - 1989
JP Morgan 1987 - 1988
Deloitte 1979 - 1987
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Professional Accounting & Auditing
City University of New York City College
Dell Services April 2010 - Present
Perot Systems April 2007 - March 2010
Smith & Nephew Orthopaedics September 1992 - 2007
Coopers & Lybrand 1988 - 1992
Skills
SAP R/3, SAP, ITIL, Program Management, Process Engineering, Integration, Customer Relations, Change Management, Team Building, ERP
Education
Christian Brothers University 1984 — 1988
BS, Accounting, Minor in Finance
CentraCare June 2012 - July 2012
CentraCare November 2009 - June 2012
Jessup Group 2009 - 2009
Hospice Care of Southwest Michigan 1999 - 2007
Lifespan 1997 - 1999
Battle Creek Health 1996 - 1997
Bronson Healthcae Group 1988 - 1996
Coopers & Lybrand 1986 - 1988
Mercy Hospital, Muskegon, Mi 1982 - 1986
Michigan Knife Company 1975 - 1980
Education
Central Michigan University 1980 — 1981
MBA, Business Administration
Ferris State University 1976 — 1980
BS, Accounting
Big Rapids High School 1972 — 1976
Diploma
National Life Group April 2011 - March 2014
National Life Group March 2006 - April 2011
National Life Group March 1995 - March 2006
National Life Group March 1993 - March 1995
Coopers & Lybrand September 1989 - March 1993
Education
University of Vermont 1997 — 2000
MBA, Finance
Clarkson University 1985 — 1989
B.S., Accounting
PRISM Healthcare Consulting 1993 - Present
Lisle CUSD #202 School District 1986 - 2006
Coopers & Lybrand 1988 - 1993
Herman Smith Associates 1971 - 1988
Skills
Healthcare, Management Consulting, Hospitals, Strategic Planning, Team Building, Healthcare Management, Project Planning, Space planning, Performance Improvement, Medical Planner, Clinical Program..., Clinic Planning, Healthcare Information..., Healthcare Consulting, EMR, Leadership, Process Improvement, HIPAA, Leadership Development, Strategy, Program Management, Policy, Change Management, Organizational..., Executive Management, Training, Start-ups, Contract Negotiation, Cross-functional Team..., Business Planning, Consulting, Business Development, Business Strategy, Executive Coaching, Entrepreneurship, Project Management, Coaching, Management, Business Process..., Mergers & Acquisitions, New Business Development, Budgets, Operations Management, Healthcare Industry, Physicians, Nonprofits, Physician Relations, Quality Improvement, EHR, Informatics
Education
The University of Chicago - Booth School of Business 1966 — 1968
Master of Business Administration (MBA), Health/Health Care Administration/Management
Carthage College 1961 — 1965
Biology and Chemistry
Integrated Management Solutions February 1985 - Present
Integrated Investment Solutions June 2005 - Present
Integrated IT Solutions LLC 2012 - Present
Greenfield Partners 1982 - February 1985
S.B. Lewis & Company May 1980 - December 1981
Wm. D. Mayer & Co. 1977 - 1980
New York Stock Exchange 1975 - 1977
Coopers & Lybrand 1974 - 1975
Oppenheim, Appel, Dixon & Co. February 1968 - 1974
Skills
Accounting, Investments, Securities, Compliance, Hedge Funds, Asset Management, Derivatives, Investment Banking, Risk Management, Due Diligence, Equities, Capital Markets
Education
City University of New York-Hunter College 1962 — 1968
Bachelor of Science (BS), Accounting
Management Resources September 2011 - Present
Brecksville-Broadview Heights City School District September 2009 - August 2011
Elizabeth J. Nudelman April 2000 - March 2001
The Firm Financial Systems Consulting, Inc. August 1998 - November 1999
Coopers & Lybrand August 1988 - January 1995
Pannell Kerr Forster July 1985 - August 1988
Skills
General Ledger, Accounting, Audit, PeopleSoft, Internal Controls, Auditing
Education
Cleveland State University 1981 — 1985
Bachelor of Business Administration, Accounting
Wild Heaven Craft Beers 2014 - Present
Caron Associates July 2004 - December 2013
Accountants One 2003 - 2004
BellSouth Business System 1994 - 2002
Coopers & Lybrand 1992 - 1993
Contel 1984 - 1992
MDS (A credit scoring & software company; now part of Experian) 1982 - 1984
Peace Corps 1975 - 1980
Education
The University of Georgia 1980 — 1982
Masters, Applied Economics & Finance
Colby College
Bachelor of Arts (B.A.)
Aehr Test Systems November 2008 - Present
Child Advocates of Silicon Valley 2006 - Present
Aharoni & Steele, Inc. 2009 - December 2012
Lantronix August 2001 - July 2011
Lantronix November 2007 - November 2008
UniCache International 1999 - 2008
Lantronix August 2000 - November 2007
Netopia 2003 - 2007
PricewaterhouseCoopers 1997 - 1999
Coopers & Lybrand 1968 - 1999
Skills
Mergers, Due Diligence, Financial Modeling, Strategic Planning, Start-ups, Restructuring, Venture Capital, Business Development, Financial Analysis, Business Planning, Financial Reporting, Budgets, Accounting, Business Strategy, Managerial Finance, Management Consulting, IPO, Program Management, Finance, Corporate Governance, Mergers & Acquisitions, Strategy, Risk Management, Corporate Finance
Education
University of California, Berkeley - School of Law 1968 — 1971
J.D., Law
Claremont McKenna College 1964 — 1968
B.A., Economics & Accounting
Addison Capital Advisors CEOTelco Television CorporationJanuary 2011 - Present
Telco Television Corporation May 2006 - December 2010
Park Media, LLC August 2003 - December 2010
Energy Savings, LP - Compress Shield 2005 - 2010
Telco Television Corporation 2004 - 2010
Self Employed August 1998 - December 2003
Coopers & Lybrand July 1998 - August 1998
Coopers & Lybrand 1993 - 1998
Education
Christian Brothers University 1998 — 2001
MBA, Finance
Spring Hill College 1989 — 1993
Christian Brothers High School 1985 — 1989
iHealth Technologies May 2001 - Present
Vivra, Inc. April 1998 - May 2001
Coopers & Lybrand June 1997 - April 1998
The Berwyn Group 1993 - May 1997
A. I. Root Company 1992 - 1992
Veratec (formerly Kendall Company) - subsidiary of International Paper June 1987 - May 1989
Skills
Oracle PL/SQL..., SQL, Analysis, PL/SQL, Microsoft SQL Server, Oracle, Process Improvement, Business Objects, Financial Analysis, Business Analysis, SharePoint, Healthcare Information...
Education
Cleveland State University 1989 — 1992
MBA, Quantitative Business Analysis
Georgia Institute of Technology 1982 — 1987
Bachelor of Mechanical Engineering, Mechanical Engineering
Hamilton College July 2009 - Present
Hamilton College October 2007 - July 2009
GE 1996 - 1998
Price Waterhouse Management Consultants 1982 - 1986
Coopers & Lybrand 1980 - 1982
Skills
Non-profits, Event Planning, Fundraising, Customer Relations, Strategic Planning, Auditing, Management Consulting, Customer Service, Public Speaking, Higher Education, Leadership, Social Media, Community Outreach, Editing, Research, Volunteer Management, Program Development, Management, Nonprofits, Proposal Writing, Public Relations, Annual Giving, Philanthropy
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Economics/Accounting
Defense Finance and Accounting Services January 2010 - Present
Lockheed Martin Corporation January 2006 - January 2010
National City Bank 2000 - 2006
National City Corporation January 2000 - November 2005
KeyBank, N.A. October 1995 - November 1999
DRT Systems International July 1990 - August 1995
Arrow International, Inc. June 1985 - May 1990
Coopers & Lybrand 1983 - 1985
Education
Cleveland State University 2003 — 2005
EMBA, Generalist Program
Lorain High School
Lorain High School
Visualize Graphic Design June 2005 - Present
Self-employed June 1994 - June 2005
Compuware 1990 - 1993
Coopers & Lybrand 1988 - 1990
JPMorgan Chase [formerly Banc One] 1983 - 1988
Skills
Web Development, HTML, Word, Microsoft Office, Adobe Creative Suite, Excel, Dreamweaver, Graphic Design, Photoshop, Flash, CSS, Web Design, Illustrator, PowerPoint, InDesign, Logo Design, Advertising, Software Documentation, Photography, Visual Communication, Business Cards, Marketing, Layout, Microsoft Word, Digital Marketing, Social Networking, Corporate Identity, CRM, Social Media Marketing, Retail, Typography, E-commerce, Graphics, Social Media, Marketing Strategy, Adobe Acrobat, Leadership, Program Management, Flyers, Databases, Mac, Microsoft Excel, Project Planning, Posters, Marketing Communications, Windows, Brochures, Integration, Email Marketing
Education
Clark University 2004 — 2005
Master Certificate, Digital Multimedia & Web Design
Miami University 1979 — 1983
B.S., Systems Analysis
Assabet Valley Regional HS
Strategic Financial Alliance LLC July 1999 - Present
Sly & Fiore, P.C. April 1988 - December 2009
Coopers & Lybrand August 1982 - May 1987
Skills
Strategic Financial..., Tax, Finance, Investment Advisory, Small Business, Cash Flow, Personal Finance, Investments, Financial Planners, Auditing, CPA, Financial Modeling, Management, Financial Statements, Financial Analysis, Financial Planning
Education
Claremont McKenna College 1978 — 1982
Bachelor of Arts, Economics
Kreamy Konfections, LLC November 2011 - Present
NYC Department of Education September 2007 - Present
St. James School 2001 - 2007
Archdiocese of New York 2000 - 2007
Coopers & Lybrand 1994 - 1998
Skills
Teaching, Curriculum Development, Educational Technology, Public Speaking, Classroom Management, Curriculum Design, Lesson Planning, Differentiated..., Elementary Education, Literacy, Classroom, Educational Leadership, Tutoring, K-12, Teacher Training, Early Childhood..., Staff Development
Education
Touro College 2004 — 2006
M.S.E., Literacy Education
City University of New York City College 1978 — 2000
B.E., Elementary Education
City University of New York City College
Bachelor of Science (BS), Elementary Education and Teaching
Inter-Coastal Electronics September 2008 - Present
Evolve Realty, LLC. November 2007 - Present
Initiate Systems April 2005 - September 2008
Keller Williams Integrity First October 2003 - November 2007
DHL Worldwide Express July 2002 - April 2005
RE/MAX Excalibur December 2002 - October 2003
Sage Software 1995 - March 2002
Kimco Technology Group 1994 - 1995
Coopers & Lybrand 1993 - 1994
Prudential Insurance 1987 - 1992
Skills
Quality Assurance, Testing, Software Development, Networking, Project Management, Requirements Analysis, Integration, SDLC, Agile Methodologies, XML, SharePoint, Software Documentation, Process Improvement
Education
Coleman College 1993 — 1993
Certificate, Computer Information Science
ROC Leiden 1985 — 1986
Electrical Engineering
Accountant Self-Employed September 2012 - Present
Dobrusin & Thennisch PC 2000 - 2011
Accountant Self-Employed 1999 - 2000
Omega Productive Services 1995 - 1999
Allied Digital Technologies 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
Accounting, General Ledger, Financial Reporting, QuickBooks, Financial Statements, GAAP, Internal Controls, Accounts Receivable, Accounts Payable, Account Reconciliation, Payroll, Financial Accounting, Financial Analysis, Peachtree, Cash Flow, Microsoft Word, Cash Management, Microsoft Office, Bookkeeping, Auditing, US GAAP
Education
Oakland University 1983 — 1987
BS, Accounting, Cum Laude
Central Michigan University 1982 — 1983
Luxottica Retail April 1999 - Present
Gerber Products Company November 1992 - March 1999
Smiths Industries April 1990 - November 1992
Coopers & Lybrand January 1985 - April 1990
Skills
Financial Analysis, Forecasting, Financial Reporting, Retail, Essbase, P&L, Income Statement, Leadership, Management, Budgets, Accounting, Finance, SAP, Process Improvement, Strategic Financial..., Analysis, Team Building
Education
Central Michigan University 1980 — 1984
Bachelor's Degree, Accounting and Management Information Systems
Access Mobility, Inc. (CellepathicRx) December 2008 - Present
Exential LLC. August 2007 - Present
Cuyahoga Community College September 2003 - Present
. April 2007 - August 2007
Berbee Information Networks, Inc July 2004 - March 2007
Foresight Technology Group, Inc. September 1997 - July 2004
Arhaus Furniture September 1995 - September 1997
Original Cookie Company: Midial S.A. September 1989 - September 1995
Cole Vision Corporation; Cole National Corporation September 1981 - September 1989
Coopers & Lybrand June 1977 - September 1981
Skills
Strategic Planning, Start-ups, Entrepreneurship, Healthcare, Business Planning, Strategy, Project Management, Sales, SaaS, Analysis, Financial Analysis
Education
John Carroll University 1999 — 2003
MBA
Cleveland State University 1974 — 1977
BBA, Accounting
Insurance Strategies Consulting LLC October 2011 - Present
Harbor View Actuarial Consulting LLC September 2011 - Present
NTA Life Insurance Company of New York January 2013 - Present
Gen Re 2000 - February 2011
Swiss Re 1983 - 2000
Coopers & Lybrand 1979 - 1983
New York Life Insurance Company 1972 - 1979
Skills
Reinsurance, Actuarial Science, Insurance, Pricing, Valuation, Reserving, Risk, Annuities, Risk Management, Financial Reporting, Capital Management, Financial Analysis, Enterprise Risk..., Product Development, Mergers, Strategic Planning, Due Diligence, Spanish, Salsa, Fixed Annuities, Financial Risk, Underwriting, Actuarial Consulting, Life Insurance, Mergers & Acquisitions, Auditing, Analysis, Universal Life, General Insurance, Financial Modeling, VBA, ALM, Finance, Captives, Claim, Prophet, Health Insurance, Disability Insurance, Economic Capital, Pensions, Embedded Value, Defined Benefit, Solvency II, Retirement, Property & Casualty..., Term Life Insurance, Long-term Care, Employee Benefits, Liability, Casualty
Education
City University of New York-Herbert H. Lehman College 1972 — 1973
Educational/Instructional Technology
Manhattan College 1965 — 1969
BS, Mathematics
Spellman HS
The Rouse Company July 1994 - November 2004
Coopers & Lybrand 1991 - 1994
Education
Clemson University - College of Business and Behavioral Science 1987 — 1991
B.S., Accounting
Barclays Capital November 2008 - Present
Lehman Brothers February 1990 - October 2008
Coopers & Lybrand September 1989 - February 1990
Skills
Foreign Exchange, System Monitoring, Trading Systems, Sybase, Investment Banking, Management, Market Data, Equities, Fixed Income, Analysis, Business Analysis, Enterprise Architecture, Infrastructure, Middle Office, Risk Management, SDLC, Vendor Management, Asset Management, Low Latency
Education
City University of New York City College 1982 — 1987
BS, Computer Sciene
The Franklin Johnston Group December 2013 - Present
Harbor Group May 2010 - November 2013
Maxim Real Estate Investments, LLC October 2005 - May 2010
UDR February 2002 - October 2005
AIV 1997 - 2002
Peterson Consulting 1996 - 1997
Andersen Consulting 1995 - 1996
Coopers & Lybrand 1992 - 1995
Skills
Portfolio Management, Asset Managment, Real Estate, Private Equity, Property Management, Real Estate Transactions, Strategic Planning, Investment Properties, Investments, Financial Modeling, Management Consulting, Real Estate Economics, Financial Analysis, Asset Management, Commercial Real Estate, Property, Due Diligence, Management, Business Development, Apartments, Capital Markets, Disposition, Mergers, Real Estate Development, Acquisitions, Leases
Education
Colorado State University 1987 — 1992
BSBA, Finance & Real Estate
University of Denver - Daniels College of Business
Master of Science, Real Estate and Construction Management
Cleveland State University June 1999 - Present
Aetna Health Plans 1995 - 1998
Coopers & Lybrand 1989 - 1995
The Koptis Organization 1987 - 1989
Johnson & Higgins 1985 - 1987
Skills
Employee Benefits, Benefits Administration, Employee Relations, PeopleSoft, Insurance, Deferred Compensation, Customer Service, Human Resources
Education
Cleveland State University 2001 — 2006
Bachelors, Communications
University of Dayton 1980 — 1984
Associate of Business, Business
Newbury Associates 2002 - Present
Finance Committee, Town of Newbury, MA 2003 - 2010
PricewaterhouseCoopers LLP August 1993 - January 2002
PricewaterhouseCoopers 1992 - 2001
Coopers & Lybrand 1993 - 1998
Harbridge House Inc. September 1969 - August 1993
Gibbs and Hill, Inc. August 1967 - September 1969
Skills
Strategic Planning, Asset Management, Management Development, Process Improvement, IT Management, Change Management, Team Building, IT Strategy, Business Analysis, Process Engineering, IT Governance, Business Process..., Business Planning, Business Strategy, Organizational..., Organizational Change, Management Consulting, Governance, Performance Improvement, Organizational Design, Strategy Development, Strategic Leadership, Business Process, Organizational..., Public Sector, Performance Measurement, Performance Management, Benchmarking, Due Diligence, Strategy, Mergers & Acquisitions, Executive Management, Project Planning, Project Management
Education
:Princeton University - Engineering and Applied Science 1959 — 1966
BSE (cum Laude), Civil/Structural Engineeering
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1982
Executive Session, Center for Information Systems Research (CISR)
Carnegie Mellon University - Tepper School of Business 1991 — 1991
E-Business Management Executive Seminar
Boston University - Graduate School of Management 1968 — 1972
MBA, Finance and General Management
Stanford University - Graduate School of Engineering 1966 — 1967
MSE, Construction Management
Levun, Goodman & Cohen, LLP PartnerCohen, Wulfstat, Semer, Leff & Rosenberg, Ltd.October 1983 - September 1995
Coopers & Lybrand September 1978 - September 1980
Skills
Litigation, Estate Planning, Estate Tax Planning, Commercial Litigation, Trusts, Corporate Law, Mergers & Acquisitions, Powers of Attorney, Tax, Estate Administration
Education
The John Marshall Law School 1979 — 1981
LLM, Taxation
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1978
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1973 — 1975
BS, Finance
Quiet Logistics March 2011 - Present
Quiet Logistics October 2009 - March 2011
P&H Solutions 2003 - 2009
ACI Worldwide 2003 - 2009
BankBoston 1989 - 2001
Coopers & Lybrand 1983 - 1989
Education
Northeastern University - Graduate School of Professional Accounting 1982 — 1983
MS, Accounting
Colgate University 1977 — 1981
AB, Mathmatical Economics
Concord Academy 1973 — 1977
Deloitte Consulting May 2009 - Present
BearingPoint February 2003 - May 2009
IBM October 2002 - February 2003
IBM Consulting Services (Formerly PricewaterhouseCoopers and Coopers and Lybrand Consulting) 1997 - 2003
IBM Consulting Services (Formerly PricewaterhouseCoopers and Coopers and Lybrand Consulting) 1997 - 2003
PwC Consulting February 1998 - October 2002
Coopers & Lybrand July 1997 - February 1998
Jefferson Lab August 1991 - June 1997
Skills
Organizational Design, Business Transformation, Management Consulting, Business Process..., Performance Improvement, Workforce Analytics, HR Reporting, Automation, Data Visualization, Survey Research, Predictive Modeling, human capital analytics, Change Management, Communications, Business Intelligence, TS/SCI, SPHR, CCP
Education
Virginia Commonwealth University 1995 — 1997
Post-graduate studies, Public Policy
Old Dominion University 1994 — 1995
MPA, Public Administration
Christopher Newport University 1991 — 1993
BA, Mathematics & Operations Research
Old Dominion University 1989 — 1991
BA, Mathematics & Operations Research
EDS 2005 - Present
ExcellerateHRO 1992 - Present
Coopers & Lybrand 1989 - 1992
Education
College of the Holy Cross 1985 — 1989
BA, Mathematics
Vitera Healthcare Solutions January 2002 - Present
Investors Corporation March 2001 - December 2007
Acorn Food Service Inc May 1999 - February 2001
Michael Gattala Law January 1998 - April 1999
Shell Oil Co May 1991 - June 1996
Coopers & Lybrand June 1990 - September 1990
Skills
ADP, Payroll, Payroll Processing, ADP Payroll, Accounts Payable, Kronos
Education
Cheonggang Academy
Bachelor degree, Finance
Credit Suisse VP FX OperationsDeutsche BankFebruary 1994 - February 1998
Citibank 1985 - 1994
Coopers & Lybrand 1984 - 1985
J Henry Schroeder Bank & Trust 1983 - 1984
Marine Midland Bank 1979 - 1983
Skills
Investment Banking
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting
Aaron Smith, P.C. Office ManagerGreenberg, Rosenblatt, Kull & Bitsoli, P.C.1995 - January 2001
Coopers & Lybrand 1994 - 1995
Education
College of Our Lady of the Elms
Paralegal Studies
TriZetto Corporation January 2012 - Present
Kocsis Consulting Group January 2008 - December 2011
McConomy Properties, LLC May 2003 - December 2007
State of Michigan, Department of Community Health 2002 - 2003
City of Grand Rapids, Michigan 1994 - 2002
Coopers & Lybrand 1985 - 2002
Skills
Change Management, Microsoft Excel, Microsoft Office, Process Improvement, Strategic Planning, Customer Service, Insurance, Human Resources, Tax Preparation, Leadership, Income Tax, Tax Returns
Education
Central Michigan University 1981 — 1985
B.S.B.A., Accounting
B2B CFO® November 2011 - Present
SSAB, Inc. September 1997 - November 2011
Browning Ferris Industries August 1994 - September 1997
BOC Edwards Freeze Drying August 1991 - August 1994
Uniform Printing & Supply, Inc. December 1986 - August 1991
Coopers & Lybrand August 1981 - December 1986
Skills
Start-ups, Risk Management, Budgets, Finance, Financial Reporting, Cash Management, Financial Analysis, Cash Flow, Financial Modeling, Restructuring, Mergers, Due Diligence, Corporate Finance, Managerial Finance, Business Strategy, Working Capital..., Forecasting, Cost Accounting, Sarbanes-Oxley Act, Tax, Internal Controls, Strategic Planning, Accounting, Strategy, Cash Flow Forecasting, Strategic Financial..., Private Equity, Auditing
Education
Canadian Institute of Chartered Accountants 1984 — 1984
Chartered Accountant
Clarkson University 1976 — 1980
BSc, Accounting & Law
IBM Global Business Services January 2002 - Present
IBM August 2008 - August 2009
PricewaterhouseCoopers Consulting January 1998 - January 2002
Coopers & Lybrand January 1990 - January 1997
Skills
Business Process..., Strategy, Management Consulting, Program Management, IT Strategy, Business Transformation, Consulting, Outsourcing, Business Intelligence, Business Strategy, Semiconductors, Portfolio Management, ASIC, Analytics, Organizational Design, Supply Chain, Strategic Partnerships, Management, Enterprise Architecture, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1985
MBA
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Chemical and Biochemical Engineering
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
LeanLogistics May 2008 - Present
National Multiple Sclerosis Society 2005 - 2007
Geenen & Kolean 2000 - 2003
McGladrey & Pullen 1995 - 2000
Coopers & Lybrand 1992 - 1995
RSM McGladrey 1989 - 1991
Skills
Accounting, Forecasting, Process Improvement, Analysis, Budgets, Start-ups, Business Analysis, Financial Reporting, Microsoft Excel, Finance, Tax, Mergers & Acquisitions, Strategic Financial..., ERP
Education
Central College 1985 — 1989
B.A., Accounting
City of Commerce City OwnerPriscilla Mancosky, Certified Public Accountant1997 - Present
Mercy Housing January 1997 - February 1998
Petroleum Geology Software 1994 - 1996
Coopers & Lybrand January 1988 - April 1994
Skills
Accounts Payable, Strategic Planning, Budgets, Non-profits, Government, Microsoft Excel, Local Government, Project Management, Microsoft Office, Customer Service, Policy, Project Planning, Program Management, Business Process..., Crystal Reports, Visio, Flow Charts, Financial Analysis, Financial Reporting, Team Facilitation, Leadership, Analysis, Data Analysis, Process Improvement, Team Building, Change Management, Business Analysis, Public Speaking
Education
Colorado State University
BS, Business - Accounting
Agnes Scholengemeenschap, Leiden, NL
Core-Mark International July 1994 - Present
Convergent Computing March 1992 - July 1994
Coopers & Lybrand February 1990 - March 1992
Service Micro March 1987 - February 1990
Xerox Corporation March 1984 - March 1987
Skills
Project Management, Cross-functional Team..., Change Management, Virtualization, Team Building, Forecasting, Budget, Strategic Planning, Account Management, Citrix, PowerPoint, Business Development, Sales Management, IBM iSeries, SQL, Access, Vendor Management
Education
College of San Mateo 2006 — 2010
Associate's Degree, Computer Science
ConnectiCare June 2009 - Present
ConnectiCare March 2002 - May 2009
CIGNA March 1997 - March 2002
Chubb 1995 - 1996
PricewaterhouseCoopers 1992 - 1995
Coopers & Lybrand 1989 - 1992
Skills
Health Insurance, Insurance, Financial Reporting, Financial Analysis, Accounting, Medicare, Employee Benefits, Internal Controls, Process Improvement, Managerial Finance, Managed Care, Forecasting, Sarbanes-Oxley Act, Sarbanes-Oxley, Auditing, Healthcare, General Ledger, Financial Modeling, Access, Strategic Financial..., Risk Management, Executive Management, Finance, Financial Planning
Education
University of Hartford 1991 — 1995
MS, Taxation
Central Connecticut State University 1979 — 1983
BS, Business Administration & Accounting
Cremerius Wealth Management January 2014 - Present
Catholic Diocese of Memphis 2010 - 2014
Catholic Diocese of Memphis 2002 - 2010
RHI Management Resources 1998 - 2002
Delta Life and Annuity 1995 - 1998
Coopers & Lybrand 1990 - 1994
Education
Christian Brothers University 1988 — 1992
B.S.
St. Louis
Ernst & Young LLP December 2010 - Present
Citigroup Global Markets August 2003 - December 2010
UBS 1991 - August 2003
Coopers & Lybrand 1983 - 1991
Skills
Tax, Tax Law, International Tax, Corporate Tax
Education
New York University - Leonard N. Stern School of Business
MBA, Taxation and Accounting
Colgate University 1978 — 1982
BA, Geology
Phil's Friends 2010 - Present
Self Employed 2005 - Present
Apex Book Company 2010 - 2011
Dark Scribe Magazine 2007 - 2011
Mueller & Co., LLP 2000 - 2005
Aon Consulting 1999 - 1999
Cancer Treatment Centers of America 1998 - 1999
Coopers & Lybrand 1997 - 1998
Education
Northern Illinois University 1995 — 1997
B.S., Accountancy
College of DuPage 1989 — 1991
A.A., English
various 2009 - Present
Advance Auto Parts 2007 - 2008
Jamba Juice 2004 - 2006
Brinker International 2002 - 2003
Gap Inc. 1997 - 2001
Coopers & Lybrand 1993 - 1997
Walt Disney Imagineering 1989 - 1992
Babcock & Wilcox 1985 - 1988
Skills
Real Estate Development, Retail, Strategy, Business Strategy, Strategic Planning, Budgets, Leadership, Team Building, Management, Real Estate, Construction, Cross-functional Team..., Change Management, Process Improvement, Contract Negotiation, Contract Management, Growth Strategies, Leases, New Store Development, Organizational..., Value Engineering, Executive Reporting, Resource Management, Forecasting
Education
Pepperdine University
MBA, Finance
Clemson University
BS, Civil Engineering
Hilton Worldwide January 2015 - Present
Hilton Worldwide April 1995 - December 2014
Coopers & Lybrand 1992 - 1995
Skills
Revenue Analysis, Hospitality Industry, Auditing, Hotels, Hospitality, Forecasting, Hotel Management, Hospitality Management, Resorts
Education
Christian Brothers University 1988 — 1992
Bachelor of Science, Accounting
American Water May 2011 - Present
California American Water October 2009 - Present
Sempra Energy January 2007 - April 2009
Sempra Energy February 2002 - January 2007
Sempra Energy June 1998 - February 2002
Sempra Energy March 1994 - June 1998
The Barrington Consulting Group December 1992 - February 1994
Martin Werbelow 1990 - 1992
Coopers & Lybrand 1988 - 1990
Navigant Consulting 1986 - 1988
Skills
Contract Negotiation, Financial Modeling, Mergers, Forecasting, Renewable Energy, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Energy, Leadership, Financial Analysis, Business Planning
Education
UCLA Anderson School of Management 1999 — 2000
MBA
Claremont McKenna College 1982 — 1986
BA, Mathematics & Economics
UPS Capital 1999 - Present
UPS Capital September 1999 - January 2011
UPS 1988 - 1999
Coopers & Lybrand 1981 - 1985
Education
Pace University 1983 — 1987
MBA, Financial Management
City University of New York-Hunter College 1972 — 1974
BA, Psychology, English
Sun Life Financial June 2014 - Present
Treeline Construction, Inc., Atlantic Construction Services, Inc., Boston Contract Drilling, Co. October 2009 - March 2014
Enterprise Rent-A-Car March 1996 - May 2009
Community Group Inc August 1995 - March 1996
Coopers & Lybrand June 1990 - June 1993
Skills
Financial Reporting, Forecasting, Accounting, Management, Analysis, Leadership, Finance, Training, Budgets
Education
College of the Holy Cross 1986 — 1990
BA, Economics and accounting
Cushman & Wakefield September 2015 - Present
DTZ January 2015 - August 2015
Cassidy Turley Commercial Real Estate Services, Inc. June 2013 - December 2014
Cassidy Turley Fuller Real Estate September 1995 - June 2013
Coopers & Lybrand August 1992 - May 1995
United Banks/Norwest Banks January 1985 - March 1992
Skills
Commercial Real Estate, Loans, Portfolio Management, Corporate Law, Foreclosures, Bankruptcy, Real Estate Transactions, Leases, Real Estate, Disposition, Due Diligence, Corporate Real Estate, Real Estate Economics, Real Estate Development, Commercial Leasing, Legal Writing, Employment Law, Contract Negotiation, Dispositions, Investment Properties
Education
University of Colorado School of Law 1976 — 1979
JD, Law
Colorado State University 1970 — 1975
BA, Political Science/Business
McCrone and Company, CPA's February 1997 - Present
Coopers & Lybrand February 1988 - March 1991
Ernst & Whinney August 1982 - February 1988
Jacobson, Lawrence & Associates August 1977 - June 1982
Skills
Tax, CPA, Accounting, Microsoft Excel, Financial Analysis, Tax Preparation, Tax Accounting, Forecasting
Education
Central Washington University 1973 — 1977
Bachelor of Arts, Business Administration, Accounting Concentration
Golden Gate University 1979 — 1984
Graduate Tax Courses
Consulting Alliance of Detroit July 2011 - Present
DBA Kevin H Malley 2009 - 2014
DBA Kevin H Malley 2009 - 2014
PricewaterhouseCoopers 1990 - 2009
Coopers & Lybrand 1996 - 1999
Skills
Business Strategy, Business Planning, New Business Development
Education
Northeastern University 1975 — 1977
MPA, Public Finance
Clark University 1967 — 1971
BA, Government, economics
Municipal Credit Union August 2015 - Present
MetLife 2008 - 2014
Dominican Order of Catholic Church 1997 - 2007
Aetna May 1995 - May 1997
MassMutual 1990 - 1995
Coopers & Lybrand 1986 - 1990
Skills
Accounting, Auditing, Outlook, Analysis, Finance, Account Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Process Improvement, Financial Reporting
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Philosopy Accounting
Western New England University
Master of Science, Accounting
Pulte Homes September 1990 - Present
PulteGroup, Inc. 1990 - Present
Coopers & Lybrand September 1988 - September 1990
Skills
Process Improvement, Internal Audit, MS Project, General Ledger, Project Management, Business Analysis, Software Documentation, Business Process, Movex
Education
Oakland University 1993 — 1996
MBA
Central Michigan University 1983 — 1988
Accounting, Business, Mathematics
Goldman Sachs May 2010 - Present
J.P. Morgan June 2008 - May 2010
Coopers & Lybrand June 1993 - May 1997
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
M.B.A., Accounting and Finance
Colgate University 1989 — 1993
B.A., Spanish Literature and International Relations
Lakeland Community College 2010 - Present
Lakeland Community College March 1993 - June 2010
The Scott Fetzer Company August 1986 - December 1992
Coopers & Lybrand December 1978 - July 1986
Skills
Nonprofits, Public Speaking, Adult Education, Higher Education, Healthcare, Leadership Development, Strategic Planning, Social Media, Non-profits, Fundraising, Program Development, Staff Development, Budgets, Community Outreach, Student Affairs, Grant Writing, Leadership, Teaching
Education
Cleveland State University 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
Viking Global Investors 2005 - 2013
Morgan Stanley 2000 - 2005
Tiger Management 1993 - 2000
Ernst & Young 1992 - 1993
Coopers & Lybrand 1987 - 1992
Skills
Languages: C#, Java,..., Databases & Tools:..., Operating Systems:...
Education
Carnegie Mellon University 1985 — 1987
Artifical Intelligence, Research
Universite de Paris VI - Paris, France 1983 — 1984
Engineering, Computer Science
Ecole des Mines - Paris, France 1980 — 1983
Master of Science (MS), Mathematics and Computer Science
RBC Management Company June 2010 - Present
Kelson Energy January 2008 - June 2010
Ingenium Corporation August 2004 - October 2007
RWD Technologies September 2000 - October 2003
MET Electrical Testing Company August 1990 - December 1998
Greater Washington Investors October 1989 - August 1990
PNC Merchant Banking Company March 1988 - September 1989
Pyhsicians Health Plan August 1987 - March 1988
H.J. Heinz March 1981 - March 1986
Coopers & Lybrand June 1977 - March 1981
Education
Carnegie Mellon University 1986 — 1987
Masters, Finance
Robert Morris University 1974 — 1977
Bachelor of Science, Accounting
Stanford University Graduate School of Business
Mergers & Acquisition
New York State Teachers' Retirement System August 2013 - Present
New York State Teachers' Retirement System August 2008 - Present
New York State Teachers' Retirement System 1989 - 2008
Coopers & Lybrand 1986 - 1989
Skills
CPA, CIPM, Accounting, Capital Markets, Corporate Governance, Financial Risk, Budgets, Mutual Funds, Investments, Hedge Funds, Financial Modeling, Financial Reporting, Chartered Financial..., Process Improvement, CFA, CAIA, FRM
Education
Clarkson University
Bachelors, Accounting
University at Albany, SUNY
MBA, Business
IDEAL INDUSTRIES, INC. March 1982 - Present
Coopers & Lybrand July 1978 - March 1982
Northern Illinois University May 1977 - May 1978
Education
Northern Illinois University 1975 — 1977
Masters Degree, Accounting
Carthage College 1971 — 1975
Bachelor of Arts, Economics & Business Administration
PowerApps Inc 1996 - Present
Deutsche Bank November 2013 - Present
Hess Corporation 2003 - November 2013
Warner Music Group September 1996 - June 2004
Advanced Solutions Inc. 1995 - 1996
Coopers & Lybrand 1994 - 1995
Merrill Lynch 1993 - 1994
Coopers & Lybrand 1991 - 1993
Dialogue Inc. 1987 - 1991
Skills
Data Warehousing, SQL, Microsoft SQL Server, Integration, SSIS, Management, Business Analysis, IT Strategy, Requirements Analysis, IT Management, SDLC, ASP.NET, C#, Oracle, Cloud Computing, Project Management, CCAR, Call Reporting, Regulatory Reporting, Data Cleaning, Data Analysis, Data Governance, Data Reconciliation, G/L Reconciliations, Stored Procedures
Education
Brooklyn College
M.A., Computer and Information Science
Brooklyn College
B.S., Computer and Information Science
New York University
Java Programming
New York University
C Programming
Elizabeth J Benton LLC September 1998 - Present
Haggett Longobardi, LLC 1993 - 1998
Coopers & Lybrand 1989 - 1993
Coopers & Lybrand 1987 - 1989
Uretek, Inc. 1983 - 1987
Skills
Small Business..., Bookkeeping, Payroll Taxes, Quickbooks, Payroll, General Ledger, QuickBooks, Accounting, Income Tax, Corporate Tax, Small Business, Sales Tax, Tax Preparation, GAAP, Financial Accounting
Education
Central Connecticut State University 1987 — 1989
BS, Accounting
South Central Community College 1985 — 1986
Associate's Degree, General Education
Paier College of Art Inc 1983 — 1985
Photography
Prospector Partners, LLC March 2006 - Present
Whittlesey & Hadley, PC September 1997 - March 2006
Coopers & Lybrand September 1993 - September 1995
Ernst & Young August 1990 - September 1993
Education
Central Connecticut State University 1986 — 1990
Bachelor of Science (B.S.)
MetLife August 2003 - Present
Credit Suisse June 2001 - February 2002
Pershing, a BNY Mellon company October 1999 - May 2000
Prudential Insurance March 1998 - October 1998
Coopers & Lybrand October 1997 - June 1998
ADP September 1989 - June 1996
AT&T July 1969 - February 1987
Skills
Data Analysis, Data Modeling, Data Warehousing, Data Management, Data Quality, Data Administration, Dimensional Modeling, Mainframe, ETL, Databases, Systems Analysis, Erwin, Database Design, SDLC, Business Analysis, Visio, Business Intelligence, Requirements Gathering, Software Development
Education
Cleveland Institute of Electronics 1970 — 1974
(Incomplete), Electrical and Electronics Engineering
Baptist Memorial Health Care July 1993 - Present
Trammel Crow Company August 1988 - July 1993
Fogelman Properties, Inc. 1984 - 1988
Coopers & Lybrand 1980 - 1984
Skills
Healthcare, Healthcare Management, Team Leadership, Financial Analysis
Education
Christian Brothers University
Bachelor of Science (BS), Accounting