Coopers & Lybrand
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Coopers & Lybrand Employees
Employee
Years
Job
Industry
Angela Harriott Angela Harriott's Coopers & Lybrand Experience June 1989 - May 1992
Job DHG CFO Advisory Services
Industry Hospital & Health Care
Experience
Dixon Hughes Goodman LLP May 2006 - Present
Center for Health Policy Studies June 1992 - October 1993
Coopers & Lybrand June 1989 - May 1992
Duke University Medical Center June 1985 - August 1987
Skills
Financial Analysis, New Business Development, Clinical, Healthcare Consulting, Revenue Cycle, Healthcare, Hospitals, Healthcare Management, Medicare, Managed Care, Medicaid, Accounting, Process Improvement, Financial Reporting, Management Consulting, Strategic Planning, Healthcare Industry, Data Analysis, Consulting, Budgets, Analysis, Financial Modeling, Clinical Research
Education
Duke University
MHA, Health Administration
University of North Carolina at Chapel Hill
BSN, Nursing
Dixon Hughes Goodman LLP May 2006 - Present
Center for Health Policy Studies June 1992 - October 1993
Coopers & Lybrand June 1989 - May 1992
Duke University Medical Center June 1985 - August 1987
Skills
Financial Analysis, New Business Development, Clinical, Healthcare Consulting, Revenue Cycle, Healthcare, Hospitals, Healthcare Management, Medicare, Managed Care, Medicaid, Accounting, Process Improvement, Financial Reporting, Management Consulting, Strategic Planning, Healthcare Industry, Data Analysis, Consulting, Budgets, Analysis, Financial Modeling, Clinical Research
Education
Duke University
MHA, Health Administration
University of North Carolina at Chapel Hill
BSN, Nursing
Kevin Rudd Kevin Rudd's Coopers & Lybrand Experience 1985 - 1991
Job
Industry Investment Banking
Experience
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group October 1994 - October 2014
Berwind Financial Group 1991 - 1994
Coopers & Lybrand 1985 - 1991
Skills
Mergers, Business Valuation, Capital Raising, Valuation, Corporate Finance, Investment Banking, Divestitures, Financial Modeling, Venture Capital, Private Equity, Financial Analysis, Strategic Planning, Financial Services, Mergers & Acquisitions, Strategic Financial..., SEC filings, Acquisitions, Capital Markets, Private Placements, Corporate Development, M&A experience, IPO, Investor Relations, Leveraged Finance, Financial Structuring, Capital, Executive Management, Hedge Funds, Alternative Investments, Acquisition Integration, Structured Finance, Debt Restructuring, Venture Financing, Investment Management, DCF, Joint Ventures, Investments, Securities
Education
Drexel University 1984 — 1985
Master of Business Administration (MBA), Finance, General
Penn State University 1979 — 1983
BS, Petroleum & natural gas engineering
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group October 1994 - October 2014
Berwind Financial Group 1991 - 1994
Coopers & Lybrand 1985 - 1991
Skills
Mergers, Business Valuation, Capital Raising, Valuation, Corporate Finance, Investment Banking, Divestitures, Financial Modeling, Venture Capital, Private Equity, Financial Analysis, Strategic Planning, Financial Services, Mergers & Acquisitions, Strategic Financial..., SEC filings, Acquisitions, Capital Markets, Private Placements, Corporate Development, M&A experience, IPO, Investor Relations, Leveraged Finance, Financial Structuring, Capital, Executive Management, Hedge Funds, Alternative Investments, Acquisition Integration, Structured Finance, Debt Restructuring, Venture Financing, Investment Management, DCF, Joint Ventures, Investments, Securities
Education
Drexel University 1984 — 1985
Master of Business Administration (MBA), Finance, General
Penn State University 1979 — 1983
BS, Petroleum & natural gas engineering
Rick Gutierrez Rick Gutierrez's Coopers & Lybrand Experience 1986 - 1995
Job Lead Information Security Specialist at Blue Cross Blue Shield of Illinois
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Illinois April 2004 - Present
Tier Technologies March 2001 - April 2004
American Horizon 2000 - 2001
The SCA Group February 1995 - May 2000
Coopers & Lybrand 1986 - 1995
Skills
Process Improvement, Business Process..., Business Analysis, Program Management, Risk Management, SDLC, Change Management, PMP, Access, Strategic Planning, Vendor Management, Sarbanes-Oxley Act, Project Management, PeopleSoft, Security, Leadership, Management, Training, Management Consulting, Business Intelligence, PMO, Information Technology, ERP
Education
DePaul University 1991 — 1995
BS, Accounting
Blue Cross Blue Shield of Illinois April 2004 - Present
Tier Technologies March 2001 - April 2004
American Horizon 2000 - 2001
The SCA Group February 1995 - May 2000
Coopers & Lybrand 1986 - 1995
Skills
Process Improvement, Business Process..., Business Analysis, Program Management, Risk Management, SDLC, Change Management, PMP, Access, Strategic Planning, Vendor Management, Sarbanes-Oxley Act, Project Management, PeopleSoft, Security, Leadership, Management, Training, Management Consulting, Business Intelligence, PMO, Information Technology, ERP
Education
DePaul University 1991 — 1995
BS, Accounting
Chris Benne Chris Benne's Coopers & Lybrand Experience 1993 - 1998
Job Principal at EY
Industry Management Consulting
Experience
Sutherland Global Services 2012 - 2014
IBM Global Business Services 2002 - May 2012
PricewaterhouseCoopers Consulting 1993 - 2002
Coopers & Lybrand 1993 - 1998
Skills
Leadership, Business Transformation, Outsourcing, Management Consulting, Business Process..., Strategy, Business Strategy, Change Management, Business Analysis, Consulting, IT Strategy, Business Process, CRM, Executive Management, Business Intelligence, Program Management
Education
Duke University - The Fuqua School of Business
MBA
Drury University
BA
Sutherland Global Services 2012 - 2014
IBM Global Business Services 2002 - May 2012
PricewaterhouseCoopers Consulting 1993 - 2002
Coopers & Lybrand 1993 - 1998
Skills
Leadership, Business Transformation, Outsourcing, Management Consulting, Business Process..., Strategy, Business Strategy, Change Management, Business Analysis, Consulting, IT Strategy, Business Process, CRM, Executive Management, Business Intelligence, Program Management
Education
Duke University - The Fuqua School of Business
MBA
Drury University
BA
Jay Sweda Jay Sweda's Coopers & Lybrand Experience October 1994 - June 1997
Job Finance Director / FP&A
Industry Information Technology and Services
Experience
DMI (Digital Management, Inc.) July 2014 - Present
GXS January 2011 - July 2014
Deltek April 2007 - February 2010
Enterasys Networks May 2004 - April 2007
Marconi PLC September 1999 - April 2002
Deloitte & Touche August 1998 - July 1999
Deloitte Touche Tohmatsu July 1997 - July 1998
Coopers & Lybrand October 1994 - June 1997
Sullivan & Cromwell LLP June 1993 - October 1994
Education
Duke University - The Fuqua School of Business 2002 — 2004
2004
University of Virginia 1989 — 1993
B.S.
DMI (Digital Management, Inc.) July 2014 - Present
GXS January 2011 - July 2014
Deltek April 2007 - February 2010
Enterasys Networks May 2004 - April 2007
Marconi PLC September 1999 - April 2002
Deloitte & Touche August 1998 - July 1999
Deloitte Touche Tohmatsu July 1997 - July 1998
Coopers & Lybrand October 1994 - June 1997
Sullivan & Cromwell LLP June 1993 - October 1994
Education
Duke University - The Fuqua School of Business 2002 — 2004
2004
University of Virginia 1989 — 1993
B.S.
Ron Bandyk Ron Bandyk's Coopers & Lybrand Experience 1990 - 1996
Job Owner, The Grout Medic of West/Southwest Chicagoland
Industry Consumer Services
Experience
The Grout Medic 2011 - Present
Better Days, LLC June 2011 - Present
NRC Realty & Capital Advisors, LLC September 2008 - June 2011
Two Degrees 2007 - September 2008
Titus 2002 - 2007
Case New Holland (Client) 2002 - 2007
Transora 2000 - 2002
HotSamba 2000 - 2000
Coopers & Lybrand 1990 - 1996
Laventhol & Horwath 1988 - 1990
Skills
Tile & Grout Cleaning, Ceramic Tile, Natural Stone, Entrepreneurship, Small Business, Start-ups, Project Management, Budgets, Forecasting, Cash Flow, Process Improvement, Policy/Procedure..., Professional Services, Accounting, Finance, Financial Reporting, QuickBooks, GAAP, Consolidation, General Ledger, Internal Audit, Financial Modeling, Due Diligence, Hyperion Enterprise, SEC filings, IFRS, Cash Management, Vendor Management, Acquisition Integration, Manufacturing, ERP, Great Plains Software, Controller, Management Reporting, External Reporting, SEC reporting, Accounting Research, ERP / System..., Collections, IFRS Conversion, Public Debt Offerings, Equity Offerings, Treasury Management, HFM, Salesforce.com, Oracle E-Business Suite, Distribution, Real Estate, Technology Services, Financial Systems...
Education
DePaul University 1984 — 1988
B.S., Accounting
St. Rita HS 1980 — 1984
The Grout Medic 2011 - Present
Better Days, LLC June 2011 - Present
NRC Realty & Capital Advisors, LLC September 2008 - June 2011
Two Degrees 2007 - September 2008
Titus 2002 - 2007
Case New Holland (Client) 2002 - 2007
Transora 2000 - 2002
HotSamba 2000 - 2000
Coopers & Lybrand 1990 - 1996
Laventhol & Horwath 1988 - 1990
Skills
Tile & Grout Cleaning, Ceramic Tile, Natural Stone, Entrepreneurship, Small Business, Start-ups, Project Management, Budgets, Forecasting, Cash Flow, Process Improvement, Policy/Procedure..., Professional Services, Accounting, Finance, Financial Reporting, QuickBooks, GAAP, Consolidation, General Ledger, Internal Audit, Financial Modeling, Due Diligence, Hyperion Enterprise, SEC filings, IFRS, Cash Management, Vendor Management, Acquisition Integration, Manufacturing, ERP, Great Plains Software, Controller, Management Reporting, External Reporting, SEC reporting, Accounting Research, ERP / System..., Collections, IFRS Conversion, Public Debt Offerings, Equity Offerings, Treasury Management, HFM, Salesforce.com, Oracle E-Business Suite, Distribution, Real Estate, Technology Services, Financial Systems...
Education
DePaul University 1984 — 1988
B.S., Accounting
St. Rita HS 1980 — 1984
Kim Rice Kim Rice's Coopers & Lybrand Experience 1996 - 1998
Job Partner at R&M Consulting LLC
Industry Accounting
Experience
Illinois CPA Society May 2014 - Present
R&M Consulting LLC January 2007 - Present
Illinois CPA Society April 2013 - May 2014
Chicago Tax Club January 2013 - December 2013
Accounting Principals 1999 - 2001
KPMG 1998 - 1999
Coopers & Lybrand 1996 - 1998
Molex Incorporated 1993 - 1996
Ernst & Young 1990 - 1993
KPMG 1986 - 1990
Skills
Corporate Tax, Tax, Internal Audit, Income Tax, Sales Tax, Entrepreneurship, Leadership, Building Relationships, Sarbanes-Oxley Act, Auditing, Accounting, US GAAP, US Tax, IT Audit, Sarbanes-Oxley, Use Tax, Tax Advisory, Corporate Governance, Big 4, Finance, Management, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
Master of Science in Taxation
DePaul University 1986 — 1990
Bachelor of Science with Honor, Accounting
Mother McAuley High School 1982 — 1986
Certified: Women Business Enterprise (WBE)
Illinois CPA Society May 2014 - Present
R&M Consulting LLC January 2007 - Present
Illinois CPA Society April 2013 - May 2014
Chicago Tax Club January 2013 - December 2013
Accounting Principals 1999 - 2001
KPMG 1998 - 1999
Coopers & Lybrand 1996 - 1998
Molex Incorporated 1993 - 1996
Ernst & Young 1990 - 1993
KPMG 1986 - 1990
Skills
Corporate Tax, Tax, Internal Audit, Income Tax, Sales Tax, Entrepreneurship, Leadership, Building Relationships, Sarbanes-Oxley Act, Auditing, Accounting, US GAAP, US Tax, IT Audit, Sarbanes-Oxley, Use Tax, Tax Advisory, Corporate Governance, Big 4, Finance, Management, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
Master of Science in Taxation
DePaul University 1986 — 1990
Bachelor of Science with Honor, Accounting
Mother McAuley High School 1982 — 1986
Certified: Women Business Enterprise (WBE)
John Palkovitz John Palkovitz's Coopers & Lybrand Experience 1986 - 1997
Job Chief Financial Officer at Broadmead, A Dynamic Lifestyle Community
Industry Nonprofit Organization Management
Experience
Broadmead, A Dynamic Lifestyle Community November 2014 - Present
Diakon August 2006 - September 2014
KPMG 2001 - 2006
HFMA, Appalachian Chapter 2004 - 2005
Ernst & Young February 1999 - November 2001
Coopers & Lybrand 1986 - 1997
Skills
Financial Statements, Nonprofits, Executive Management, Process Improvement, Analysis, Leadership, US GAAP, Non-profits, Financial Reporting, Auditing, Management, Internal Controls, Budgets, Accounting, Financial Analysis, Sarbanes-Oxley Act
Education
Drexel University 1981 — 1986
BS Business Administration
Cumberland Valley High School 1977 — 1981
High School Diploma
Broadmead, A Dynamic Lifestyle Community November 2014 - Present
Diakon August 2006 - September 2014
KPMG 2001 - 2006
HFMA, Appalachian Chapter 2004 - 2005
Ernst & Young February 1999 - November 2001
Coopers & Lybrand 1986 - 1997
Skills
Financial Statements, Nonprofits, Executive Management, Process Improvement, Analysis, Leadership, US GAAP, Non-profits, Financial Reporting, Auditing, Management, Internal Controls, Budgets, Accounting, Financial Analysis, Sarbanes-Oxley Act
Education
Drexel University 1981 — 1986
BS Business Administration
Cumberland Valley High School 1977 — 1981
High School Diploma
Jonathan Cumpton Jonathan Cumpton's Coopers & Lybrand Experience 1976 - 1994
Job Owner at Spruce Hill Preservation
Industry Accounting
Experience
Spruce Hill Preservation November 2013 - Present
Coopers & Lybrand 1976 - 1994
MassMutual Financial Group February 1974 - January 1976
Skills
Employee Benefits, Small Business, Entrepreneurship, Business Planning, Start-ups, Budgets, Business Strategy, Customer Service, Team Building, Marketing Strategy, Negotiation, Marketing
Education
DePaul University 1978 — 1981
Master's degree, Accountancy
Northwestern University 1966 — 1970
Bachelor's degree, History
Spruce Hill Preservation November 2013 - Present
Coopers & Lybrand 1976 - 1994
MassMutual Financial Group February 1974 - January 1976
Skills
Employee Benefits, Small Business, Entrepreneurship, Business Planning, Start-ups, Budgets, Business Strategy, Customer Service, Team Building, Marketing Strategy, Negotiation, Marketing
Education
DePaul University 1978 — 1981
Master's degree, Accountancy
Northwestern University 1966 — 1970
Bachelor's degree, History
David Jordan's Coopers & Lybrand Experience 1996 - 1998
Job Crowe Horwath LLP
Industry Information Technology and Services
Experience
Crowe Horwath LLP March 2015 - Present
No Company May 2014 - March 2015
Dynamic Materials Corporation October 2009 - May 2014
361 Consulting, Inc. April 2002 - October 2009
PwC 1990 - 2001
PricewaterhouseCoopers LLP 1990 - 2001
Coopers & Lybrand 1996 - 1998
State Employees' Credit Union 1984 - 1990
Skills
CRM, Management, Business Development, Project Management, Professional Services, Consulting, Manufacturing, Business Analysis, Process Improvement, IT Strategy, ERP, IT Management, Business Strategy, SharePoint, Security, Strategic Planning, Cross-functional Team..., Business Intelligence, PCI DSS
Education
Duke University - The Fuqua School of Business 1989 — 1990
MBA
SUNY Potsdam 1978 — 1980
Crowe Horwath LLP March 2015 - Present
No Company May 2014 - March 2015
Dynamic Materials Corporation October 2009 - May 2014
361 Consulting, Inc. April 2002 - October 2009
PwC 1990 - 2001
PricewaterhouseCoopers LLP 1990 - 2001
Coopers & Lybrand 1996 - 1998
State Employees' Credit Union 1984 - 1990
Skills
CRM, Management, Business Development, Project Management, Professional Services, Consulting, Manufacturing, Business Analysis, Process Improvement, IT Strategy, ERP, IT Management, Business Strategy, SharePoint, Security, Strategic Planning, Cross-functional Team..., Business Intelligence, PCI DSS
Education
Duke University - The Fuqua School of Business 1989 — 1990
MBA
SUNY Potsdam 1978 — 1980
Doug Roorbach's Coopers & Lybrand Experience June 1981 - June 1983
Job Group Manager Finance at Verizon
Industry Information Technology and Services
Experience
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Alan Rosen Alan Rosen's Coopers & Lybrand Experience 1983 - 1990
Job President at Sand & C Travel
Industry Leisure, Travel & Tourism
Experience
Sand & C Travel March 1995 - Present
K. Hovnanian Homes 1990 - 1995
Coopers & Lybrand 1983 - 1990
Skills
Accounting, Cruises, Executive Management, Financial Reporting, Customer Service, Leisure Travel, Travel Management, Vacation, Tourism, Strategic Planning, Financial Analysis, Tour Operators, Honeymoons, Travel Planning, Budgets, Marketing, Business Travel, Human Resources, Event Management, Start-ups, Incentives, Leisure, Hospitality, Adventure Travel, Incentive Travel, Travel Insurance, Escorted Tours, River Cruises, Computer Proficiency, Group Cruises, Resorts, Hospitality Industry, Luxury
Education
Drexel University 1980 — 1985
BS, Accounting/Finance
Sand & C Travel March 1995 - Present
K. Hovnanian Homes 1990 - 1995
Coopers & Lybrand 1983 - 1990
Skills
Accounting, Cruises, Executive Management, Financial Reporting, Customer Service, Leisure Travel, Travel Management, Vacation, Tourism, Strategic Planning, Financial Analysis, Tour Operators, Honeymoons, Travel Planning, Budgets, Marketing, Business Travel, Human Resources, Event Management, Start-ups, Incentives, Leisure, Hospitality, Adventure Travel, Incentive Travel, Travel Insurance, Escorted Tours, River Cruises, Computer Proficiency, Group Cruises, Resorts, Hospitality Industry, Luxury
Education
Drexel University 1980 — 1985
BS, Accounting/Finance
Anita L. Brown Anita L. Brown's Coopers & Lybrand Experience 1997 - 1999
Job Engagement Manager, Financials at Workday
Industry Higher Education
Experience
Workday 2014 - Present
American University 2014 - 2014
Des Moines University 2013 - 2014
United States Marine Corp - MCCS 2012 - 2013
St. John's College, Annapolis, MD 2009 - 2012
University of Maryland, University College 2007 - 2009
University of Maryland University College 2006 - 2007
Henry M Jackson Foundation 2004 - 2006
PeopleSoft 1999 - 2004
Coopers & Lybrand 1997 - 1999
Skills
IT Management, Strategic Planning, ERP, SDLC, Business Analysis, PeopleSoft, Budget Formulation, Customer Relations, Business Process..., Team Building, Vendor Management, Documentation, Contract Management, Vendor Relations, Data Analysis, Software Documentation, Software Project..., Requirements Analysis, Process Improvement, Program Management, Cross-functional Team..., Management, Quality Assurance, SharePoint, Requirements Gathering, Business Process, Resource Management, Financials, Crystal Reports, Customer Service, IT Strategy, Information Technology, Databases, Business Intelligence, Change Management, System Administration, Team Leadership, Oracle Applications, Leadership, MS Project, Analysis, Visio, Integration, Systems Analysis, Budgets, Software Implementation, CRM, SQL, Business Process..., PMP
Education
Drexel University
Bachelor's Degree, Accounting
University of Maryland University College
Master's Degree, Management Information Systems
Workday 2014 - Present
American University 2014 - 2014
Des Moines University 2013 - 2014
United States Marine Corp - MCCS 2012 - 2013
St. John's College, Annapolis, MD 2009 - 2012
University of Maryland, University College 2007 - 2009
University of Maryland University College 2006 - 2007
Henry M Jackson Foundation 2004 - 2006
PeopleSoft 1999 - 2004
Coopers & Lybrand 1997 - 1999
Skills
IT Management, Strategic Planning, ERP, SDLC, Business Analysis, PeopleSoft, Budget Formulation, Customer Relations, Business Process..., Team Building, Vendor Management, Documentation, Contract Management, Vendor Relations, Data Analysis, Software Documentation, Software Project..., Requirements Analysis, Process Improvement, Program Management, Cross-functional Team..., Management, Quality Assurance, SharePoint, Requirements Gathering, Business Process, Resource Management, Financials, Crystal Reports, Customer Service, IT Strategy, Information Technology, Databases, Business Intelligence, Change Management, System Administration, Team Leadership, Oracle Applications, Leadership, MS Project, Analysis, Visio, Integration, Systems Analysis, Budgets, Software Implementation, CRM, SQL, Business Process..., PMP
Education
Drexel University
Bachelor's Degree, Accounting
University of Maryland University College
Master's Degree, Management Information Systems
James (Jim) Stangroom, CPA James (Jim) Stangroom, CPA's Coopers & Lybrand Experience 1979 - 1989
Job Managing Director at Baker Tilly, specializing in insurance consulting and accounting litigation support
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP February 2014 - Present
Invotex Group November 2006 - February 2014
Arthur Bell, Certified Public Accountants 1998 - 2006
USF&G Corp 1989 - 1998
Coopers & Lybrand 1979 - 1989
Skills
Accounting, Auditing, Litigation Support, Financial Analysis, Financial Reporting, Insurance
Education
Drexel University 1974 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Baker Tilly Virchow Krause, LLP February 2014 - Present
Invotex Group November 2006 - February 2014
Arthur Bell, Certified Public Accountants 1998 - 2006
USF&G Corp 1989 - 1998
Coopers & Lybrand 1979 - 1989
Skills
Accounting, Auditing, Litigation Support, Financial Analysis, Financial Reporting, Insurance
Education
Drexel University 1974 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Rob Christensen Rob Christensen's Coopers & Lybrand Experience August 1991 - May 1995
Job Director at Solidan, LLC
Industry Financial Services
Experience
Solidan, LLC September 2012 - Present
Wells Fargo October 2010 - August 2012
Koenig and Cie Marine Finance October 2008 - October 2010
Leadenhall Partners LLC October 2008 - October 2010
Wachovia Capital Markets June 1999 - October 2008
ABB Power Generation Inc. May 1995 - June 1997
Coopers & Lybrand August 1991 - May 1995
Skills
Financial Modeling, Capital Markets, Finance, Investments, Structured Finance, Risk Management, Portfolio Management, Financial Planning, Valuation, Strategic Financial..., Corporate Finance, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Washington and Lee University 1987 — 1991
Bachelor of Science (BS), Business Administration with Accounting
Solidan, LLC September 2012 - Present
Wells Fargo October 2010 - August 2012
Koenig and Cie Marine Finance October 2008 - October 2010
Leadenhall Partners LLC October 2008 - October 2010
Wachovia Capital Markets June 1999 - October 2008
ABB Power Generation Inc. May 1995 - June 1997
Coopers & Lybrand August 1991 - May 1995
Skills
Financial Modeling, Capital Markets, Finance, Investments, Structured Finance, Risk Management, Portfolio Management, Financial Planning, Valuation, Strategic Financial..., Corporate Finance, Financial Analysis
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Washington and Lee University 1987 — 1991
Bachelor of Science (BS), Business Administration with Accounting
Dennis Legault Dennis Legault's Coopers & Lybrand Experience 1992 - 1996
Job Marketing Director North America Oral Care at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble 2014 - Present
Procter & Gamble 2008 - 2014
Procter & Gamble 2002 - 2008
Procter & Gamble 1998 - 2001
Coopers & Lybrand 1992 - 1996
Education
Duke Fuqua School of Business 1996 — 1998
MBA, Marketing
Providence College 1988 — 1992
BS, Accounting
RHAM High School 1984 — 1988
Procter & Gamble 2014 - Present
Procter & Gamble 2008 - 2014
Procter & Gamble 2002 - 2008
Procter & Gamble 1998 - 2001
Coopers & Lybrand 1992 - 1996
Education
Duke Fuqua School of Business 1996 — 1998
MBA, Marketing
Providence College 1988 — 1992
BS, Accounting
RHAM High School 1984 — 1988
Jill Kahlenberg Jill Kahlenberg's Coopers & Lybrand Experience 1992 - 1994
Job President at Marketing Management Solutions, LLC
Industry Marketing and Advertising
Experience
Marketing Management Solutions, LLC February 2009 - Present
Royal Doulton USA March 2008 - October 2008
Lenox Group Inc. November 1994 - February 2008
Coopers & Lybrand 1992 - 1994
Skills
Product Development, Marketing, Negotiation, Sales, Project Management, Process Improvement, Analysis, Brand Management, Database Marketing, Licensing, Strategy, Proposal Writing, Sourcing, Income Statement, Product Lifecycle..., Product Management, Marketing Strategy, Analytics, B2B, Online Advertising, SEO, Sales Management, Sales Operations, Management, Advertising, Market Research, Social Media Marketing, Product Marketing, Brand Development, Leadership, Strategic Planning, Business Development, New Business Development, Marketing Communications, Selling, Market Planning, Retail, Integrated Marketing, Email Marketing, Entrepreneurship, Direct Mail, P&L Management, Direct Marketing, Competitive Analysis, Marketing Management, Start-ups, Online Marketing, Strategic Partnerships, CRM, E-commerce
Education
Dickinson College 1988 — 1992
Bachelor of Science, Mathematics
Carlisle Senior High School 1984 — 1988
High School Diploma
Sandler Training
Marketing Management Solutions, LLC February 2009 - Present
Royal Doulton USA March 2008 - October 2008
Lenox Group Inc. November 1994 - February 2008
Coopers & Lybrand 1992 - 1994
Skills
Product Development, Marketing, Negotiation, Sales, Project Management, Process Improvement, Analysis, Brand Management, Database Marketing, Licensing, Strategy, Proposal Writing, Sourcing, Income Statement, Product Lifecycle..., Product Management, Marketing Strategy, Analytics, B2B, Online Advertising, SEO, Sales Management, Sales Operations, Management, Advertising, Market Research, Social Media Marketing, Product Marketing, Brand Development, Leadership, Strategic Planning, Business Development, New Business Development, Marketing Communications, Selling, Market Planning, Retail, Integrated Marketing, Email Marketing, Entrepreneurship, Direct Mail, P&L Management, Direct Marketing, Competitive Analysis, Marketing Management, Start-ups, Online Marketing, Strategic Partnerships, CRM, E-commerce
Education
Dickinson College 1988 — 1992
Bachelor of Science, Mathematics
Carlisle Senior High School 1984 — 1988
High School Diploma
Sandler Training
William Leary William Leary's Coopers & Lybrand Experience 1988 - 1999
Job Director, International Tax at Doeren Mayhew
Industry Accounting
Experience
Doeren Mayhew November 2012 - Present
MFR, PC April 2009 - Present
BKD CPAs & Advisors 2004 - 2009
PwC 1998 - 2004
Coopers & Lybrand 1988 - 1999
Arthur Andersen & Co 1981 - 1988
Education
DePaul University 1980 — 1981
MS, Taxation
University of Toledo College of Law 1974 — 1979
JD
College of Wooster 1969 — 1973
BA, Religion
Doeren Mayhew November 2012 - Present
MFR, PC April 2009 - Present
BKD CPAs & Advisors 2004 - 2009
PwC 1998 - 2004
Coopers & Lybrand 1988 - 1999
Arthur Andersen & Co 1981 - 1988
Education
DePaul University 1980 — 1981
MS, Taxation
University of Toledo College of Law 1974 — 1979
JD
College of Wooster 1969 — 1973
BA, Religion
Harris Allen PhD's Coopers & Lybrand Experience August 1995 - January 1998
Job
Industry Hospital & Health Care
Experience
Harris Allen Group, LLC August 1998 - Present
Brown University, Tufts University September 2012 - Present
Jefferson Medical College, Thomas Jefferson University 2006 - 2011
Yale University School of Public Health 2002 - 2009
Coopers & Lybrand August 1995 - January 1998
New England Medical Center August 1990 - July 1995
Aetna July 1986 - July 1990
RAND July 1982 - July 1986
Skills
Wellness, Healthcare, Organizational..., Clinical Research, Managed Care, Public Speaking, Public Health, Strategic Planning, Data Analysis, Healthcare Management, Hospitals, Management, Disease Management, Health Insurance, Health Policy
Education
UCLA 1976 — 1982
Doctor of Philosophy (Ph.D.), Social Psychology
Duke University 1971 — 1975
Bachelor of Arts, Psychology
London School of Economics and Political Science 1974 — 1974
Study Abroad, Western European Studies
Harris Allen Group, LLC August 1998 - Present
Brown University, Tufts University September 2012 - Present
Jefferson Medical College, Thomas Jefferson University 2006 - 2011
Yale University School of Public Health 2002 - 2009
Coopers & Lybrand August 1995 - January 1998
New England Medical Center August 1990 - July 1995
Aetna July 1986 - July 1990
RAND July 1982 - July 1986
Skills
Wellness, Healthcare, Organizational..., Clinical Research, Managed Care, Public Speaking, Public Health, Strategic Planning, Data Analysis, Healthcare Management, Hospitals, Management, Disease Management, Health Insurance, Health Policy
Education
UCLA 1976 — 1982
Doctor of Philosophy (Ph.D.), Social Psychology
Duke University 1971 — 1975
Bachelor of Arts, Psychology
London School of Economics and Political Science 1974 — 1974
Study Abroad, Western European Studies
William Guzik William Guzik's Coopers & Lybrand Experience August 1982 - June 1993
Job Executive Vice President & Chief Financial Officer at Ace Hardware Corporation
Industry Retail
Experience
Ace Hardware Corporation July 2012 - Present
Midas International December 1999 - May 2012
Delray Farms, LLC June 1995 - December 1999
JG Industries, Inc. June 1993 - June 1995
Coopers & Lybrand August 1982 - June 1993
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Ace Hardware Corporation July 2012 - Present
Midas International December 1999 - May 2012
Delray Farms, LLC June 1995 - December 1999
JG Industries, Inc. June 1993 - June 1995
Coopers & Lybrand August 1982 - June 1993
Education
DePaul University
Bachelor of Science (B.S.), Accounting
John (Jack) Ellsworth John (Jack) Ellsworth's Coopers & Lybrand Experience 1990 - 1994
Job Shareholder at Cottrill, Arbutina & Associates
Industry Accounting
Experience
Cottrill, Arbutina & Associates 2001 - Present
AHERF 1995 - 2000
Coopers & Lybrand 1990 - 1994
Skills
Financial Reporting, Business Valuation, Exit Planning, Exit Strategies, US GAAP, Auditing, CPA, Valuation, Small Business, Tax Research, Internal Controls, Corporate Tax, Litigation Support, Forecasting, Income Tax, Financial Analysis, Business Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance and Accounting
Duquesne University 1981 — 1985
BA
Beaver Area High School 1977 — 1981
Cottrill, Arbutina & Associates 2001 - Present
AHERF 1995 - 2000
Coopers & Lybrand 1990 - 1994
Skills
Financial Reporting, Business Valuation, Exit Planning, Exit Strategies, US GAAP, Auditing, CPA, Valuation, Small Business, Tax Research, Internal Controls, Corporate Tax, Litigation Support, Forecasting, Income Tax, Financial Analysis, Business Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance and Accounting
Duquesne University 1981 — 1985
BA
Beaver Area High School 1977 — 1981
David Priestley, CPA David Priestley, CPA's Coopers & Lybrand Experience June 1987 - June 1994
Job VP Finance and Accounting at Miraca Life Sciences
Industry Financial Services
Experience
Miraca Life Sciences August 2011 - Present
Commerce Title & Closing Services January 2010 - March 2011
Centex Financial Services April 2008 - September 2009
Centex April 2005 - March 2008
Centex April 2003 - March 2005
Centex December 2000 - March 2003
Centex Corporation December 1998 - December 2000
Bank One Corporation August 1997 - December 1998
Coopers & Lybrand June 1987 - June 1994
Skills
Forecasting, Due Diligence, Accounting, Budgets, Risk Management, Leadership, Auditing, Mergers, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Finance, Strategy, Analysis, Strategic Financial..., Start-ups, Banking, Internal Audit, Corporate Finance, Cash Flow, Management, Cash Management, Executive Management, Strategic Planning, Financial Analysis, Business Strategy, Consolidation, Financial Reporting
Education
University of California, Los Angeles 1995 — 1997
Candidate for Master of Science, Civil Engineering
East Carolina University - College of Business 1984 — 1987
Bachelor of Science, Accounting
Miraca Life Sciences August 2011 - Present
Commerce Title & Closing Services January 2010 - March 2011
Centex Financial Services April 2008 - September 2009
Centex April 2005 - March 2008
Centex April 2003 - March 2005
Centex December 2000 - March 2003
Centex Corporation December 1998 - December 2000
Bank One Corporation August 1997 - December 1998
Coopers & Lybrand June 1987 - June 1994
Skills
Forecasting, Due Diligence, Accounting, Budgets, Risk Management, Leadership, Auditing, Mergers, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Finance, Strategy, Analysis, Strategic Financial..., Start-ups, Banking, Internal Audit, Corporate Finance, Cash Flow, Management, Cash Management, Executive Management, Strategic Planning, Financial Analysis, Business Strategy, Consolidation, Financial Reporting
Education
University of California, Los Angeles 1995 — 1997
Candidate for Master of Science, Civil Engineering
East Carolina University - College of Business 1984 — 1987
Bachelor of Science, Accounting
Rota Brunovskis Rota Brunovskis's Coopers & Lybrand Experience March 1988 - February 1993
Job Consultant, Actuarial & Benefits
Industry Accounting
Experience
The Hay Group March 1993 - May 2004
Coopers & Lybrand March 1988 - February 1993
Education
Drexel University 1981 — 1986
B.S., Mathematics
The Hay Group March 1993 - May 2004
Coopers & Lybrand March 1988 - February 1993
Education
Drexel University 1981 — 1986
B.S., Mathematics
Susan Tomlinson Susan Tomlinson's Coopers & Lybrand Experience 1978 - 1980
Job Owner at Ideotect
Industry Real Estate
Experience
Ideotect Inc 1996 - Present
Tobra Corp December 2007 - June 2012
Hewlett-Packard 1984 - 2006
HCR ManorCare 1980 - 1984
Coopers & Lybrand 1978 - 1980
State's Attorney 1973 - 1975
Skills
Customer Relations, Business Management, Accounting, Strategic Planning, Team Building, Budgets, Business Development, Operations Management, Marketing, New Business Development, Start-ups, Small Business, Process Improvement, Program Management, Account Management, Entrepreneurship, Sales, Healthcare
Education
Eastern Illinois University 1981 — 1983
MBA, Business
Illinois State University 1976 — 1978
BS, Accounting
Danville HS
Ideotect Inc 1996 - Present
Tobra Corp December 2007 - June 2012
Hewlett-Packard 1984 - 2006
HCR ManorCare 1980 - 1984
Coopers & Lybrand 1978 - 1980
State's Attorney 1973 - 1975
Skills
Customer Relations, Business Management, Accounting, Strategic Planning, Team Building, Budgets, Business Development, Operations Management, Marketing, New Business Development, Start-ups, Small Business, Process Improvement, Program Management, Account Management, Entrepreneurship, Sales, Healthcare
Education
Eastern Illinois University 1981 — 1983
MBA, Business
Illinois State University 1976 — 1978
BS, Accounting
Danville HS
Steve Horan Steve Horan's Coopers & Lybrand Experience 1985 - 1995
Job Senior Vice President and CIO at Verifone
Industry Information Technology and Services
Experience
Verifone January 2014 - Present
Nuance Communications November 2009 - January 2014
Parametric Technology Corporation 1995 - 2009
Coopers & Lybrand 1985 - 1995
Education
Denison University 1980 — 1984
BA, Computer Science and Economics
The Gunnery 1978 — 1980
Verifone January 2014 - Present
Nuance Communications November 2009 - January 2014
Parametric Technology Corporation 1995 - 2009
Coopers & Lybrand 1985 - 1995
Education
Denison University 1980 — 1984
BA, Computer Science and Economics
The Gunnery 1978 — 1980
Joann Begrowicz Joann Begrowicz's Coopers & Lybrand Experience 1982 - 1984
Job Sales Analytics Manager at Avon Products Inc.
Industry Cosmetics
Experience
Avon Products Inc. June 2010 - Present
Avon Products, Inc April 2006 - May 2010
Coopers & Lybrand 1982 - 1984
Education
DePaul University 1978 — 1982
Avon Products Inc. June 2010 - Present
Avon Products, Inc April 2006 - May 2010
Coopers & Lybrand 1982 - 1984
Education
DePaul University 1978 — 1982
James Jim Jennings's Coopers & Lybrand Experience June 1984 - April 1986
Job CFO for Hire, Louisville, KY
Industry Accounting
Experience
JAMES H JENNINGS, CPA June 1997 - Present
BNI - Winners Circle November 2004 - March 2014
Juice Plus July 2005 - Present
Intuit Advisory Council September 2009 - August 2011
United States Army Reserve May 1978 - November 2006
Commercial Pantex Sika, Inc May 1990 - June 1997
Hunnington Builders, Inc. April 1989 - October 1989
Hoosier Energy REC, Inc. July 1986 - April 1989
Coopers & Lybrand June 1984 - April 1986
Skills
Accounting, Tax Preparation, Small Business, Tax, Consulting, Accountants, Business, QuickBooks, Accounts Receivable, General Ledger, Payroll, Customer Service, Peachtree, Financial Accounting, Corporate Tax, Internal Controls, Financial Statements, Budgets, CPA, Finance, Analysis, Cash Flow, Accounts Payable, Training, Employee Benefits, Management Consulting, Bookkeeping, Time Management, Financial Reporting, Strategic Financial..., Preparation, Cash Management, Payroll Taxes, Invoicing
Education
Eastern Kentucky University 1983 — 1984
MBA, Accounting
Eastern Kentucky University 1979 — 1982
BBA, Accounting
Shelby County High School 1975 — 1978
Diploma
JAMES H JENNINGS, CPA June 1997 - Present
BNI - Winners Circle November 2004 - March 2014
Juice Plus July 2005 - Present
Intuit Advisory Council September 2009 - August 2011
United States Army Reserve May 1978 - November 2006
Commercial Pantex Sika, Inc May 1990 - June 1997
Hunnington Builders, Inc. April 1989 - October 1989
Hoosier Energy REC, Inc. July 1986 - April 1989
Coopers & Lybrand June 1984 - April 1986
Skills
Accounting, Tax Preparation, Small Business, Tax, Consulting, Accountants, Business, QuickBooks, Accounts Receivable, General Ledger, Payroll, Customer Service, Peachtree, Financial Accounting, Corporate Tax, Internal Controls, Financial Statements, Budgets, CPA, Finance, Analysis, Cash Flow, Accounts Payable, Training, Employee Benefits, Management Consulting, Bookkeeping, Time Management, Financial Reporting, Strategic Financial..., Preparation, Cash Management, Payroll Taxes, Invoicing
Education
Eastern Kentucky University 1983 — 1984
MBA, Accounting
Eastern Kentucky University 1979 — 1982
BBA, Accounting
Shelby County High School 1975 — 1978
Diploma
Brian Doak's Coopers & Lybrand Experience 1989 - 1992
Job
Industry Information Technology and Services
Experience
Dish Network 2013 - Present
Sipping N' Painting Hampden January 2010 - August 2015
Independent Consultant 2006 - November 2013
ULA - United Launch Alliance - Lockheed Martin & Boeing April 2008 - December 2010
Wipro (formerly iStructure) September 2005 - June 2006
Corporate Express 1995 - January 2004
Intelligent Electronics 1993 - 1994
Exabyte 1992 - 1994
Coopers & Lybrand 1989 - 1992
Skills
PMP, ERP, Program Management, Process Improvement, Management, Enterprise Software, Business Analysis, Project Management, Quality Assurance, Integration, Enterprise Architecture, Business Process..., Outsourcing, Start-ups, Consulting, Budgets, Vendor Management, Training, Project Portfolio..., PMO, Data Center, Information Technology, Business Intelligence, Business Process, SDLC, Software Project..., Requirements Analysis, CRM, IT Strategy, IT Management, Resource Management, Cross-functional Team..., Strategy, Visio, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1988
MBA
Duke University 1980 — 1984
BS
Dish Network 2013 - Present
Sipping N' Painting Hampden January 2010 - August 2015
Independent Consultant 2006 - November 2013
ULA - United Launch Alliance - Lockheed Martin & Boeing April 2008 - December 2010
Wipro (formerly iStructure) September 2005 - June 2006
Corporate Express 1995 - January 2004
Intelligent Electronics 1993 - 1994
Exabyte 1992 - 1994
Coopers & Lybrand 1989 - 1992
Skills
PMP, ERP, Program Management, Process Improvement, Management, Enterprise Software, Business Analysis, Project Management, Quality Assurance, Integration, Enterprise Architecture, Business Process..., Outsourcing, Start-ups, Consulting, Budgets, Vendor Management, Training, Project Portfolio..., PMO, Data Center, Information Technology, Business Intelligence, Business Process, SDLC, Software Project..., Requirements Analysis, CRM, IT Strategy, IT Management, Resource Management, Cross-functional Team..., Strategy, Visio, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1988
MBA
Duke University 1980 — 1984
BS
Cheryl Belles Cheryl Belles's Coopers & Lybrand Experience 1985 - 1987
Job Partner, Global Compliance & Reporting, Americas Leader of Global Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young May 2011 - Present
Deloitte February 2005 - May 2011
Chicago and NorthWestern Transportation 1994 - 1995
Alberto Culver August 1991 - August 1994
Interlake 1987 - 1991
Coopers & Lybrand 1985 - 1987
Skills
Tax Compliance, Statutory Reporting, Outsourcing Management, Tax, Statutory Accounting, Corporate Tax, Change Management, Process Improvement, International Tax, Tax Accounting, Transfer Pricing, Tax Advisory, Financial Services, Financial Reporting, Income Tax, Internal Controls, Accounting, Financial Analysis
Education
DePaul University 1989 — 1992
MS, Taxation
North Central College 1983 — 1985
BS, Accounting
Purdue University 1981 — 1983
Ernst & Young May 2011 - Present
Deloitte February 2005 - May 2011
Chicago and NorthWestern Transportation 1994 - 1995
Alberto Culver August 1991 - August 1994
Interlake 1987 - 1991
Coopers & Lybrand 1985 - 1987
Skills
Tax Compliance, Statutory Reporting, Outsourcing Management, Tax, Statutory Accounting, Corporate Tax, Change Management, Process Improvement, International Tax, Tax Accounting, Transfer Pricing, Tax Advisory, Financial Services, Financial Reporting, Income Tax, Internal Controls, Accounting, Financial Analysis
Education
DePaul University 1989 — 1992
MS, Taxation
North Central College 1983 — 1985
BS, Accounting
Purdue University 1981 — 1983
John Delfini John Delfini's Coopers & Lybrand Experience September 1988 - April 1991
Job Construction Manager
Industry Construction
Experience
Trilogy Construction Management Inc. April 2000 - Present
The Norwood Company September 1995 - April 2000
Hessert Construction 1993 - 1995
L.F. Driscoll 1991 - 1993
Coopers & Lybrand September 1988 - April 1991
Skills
Construction Management, Contractors, Budgets, Construction, Green Building, Process Scheduler, Contract Management, CPM Scheduling, Pre-construction, Contract Negotiation, Renovation, Project Planning, Project Estimation, Change Orders, Project Bidding, Value Engineering, Project Management, Subcontracting
Education
Drexel University 1993 — 1995
Construction Management
Villanova University 1986 — 1988
BS, Accountancy
Council Rock High School 1981 — 1984
Trilogy Construction Management Inc. April 2000 - Present
The Norwood Company September 1995 - April 2000
Hessert Construction 1993 - 1995
L.F. Driscoll 1991 - 1993
Coopers & Lybrand September 1988 - April 1991
Skills
Construction Management, Contractors, Budgets, Construction, Green Building, Process Scheduler, Contract Management, CPM Scheduling, Pre-construction, Contract Negotiation, Renovation, Project Planning, Project Estimation, Change Orders, Project Bidding, Value Engineering, Project Management, Subcontracting
Education
Drexel University 1993 — 1995
Construction Management
Villanova University 1986 — 1988
BS, Accountancy
Council Rock High School 1981 — 1984
Susan J. Moore's Coopers & Lybrand Experience June 1993 - September 1994
Job Sr. Director, Global Customer Insight Marketing at Taleo, acquired by Oracle
Industry Marketing and Advertising
Experience
Taleo May 2011 - Present
Various Clients December 2005 - June 2011
Microsoft July 2004 - November 2005
Eastman Chemical November 2002 - June 2004
Market Insight, Ltd. December 1997 - October 2002
Fletcher Challenge January 1997 - May 2001
ANZ Banking Group January 1995 - November 1996
Coopers & Lybrand June 1993 - September 1994
Schering Plough June 1992 - September 1992
Skills
Product Management, Marketing Strategy, Strategic Partnerships, Product Marketing, Competitive Analysis, Analytics, Strategy, Market Research, Marketing, Integrated Marketing, Management, Salesforce.com, Leadership, Lead Generation, Sales, Analysis, CRM, Marketing Research, SaaS, Integration, Start-ups, Business Process, E-commerce, Cross-functional Team..., Enterprise Software, Business Development, Go-to-market Strategy, Professional Services, Consulting, Solution Selling, Cloud Computing, Multi-channel Marketing, Global Marketing, International Marketing, B2B Marketing, Business Intelligence, Demand Generation, Customer Experience, Executive Management, Customer Engagement, Customer Insight
Education
University of Pennsylvania - The Wharton School 2008 — 2008
The University of Chicago Booth School of Business 1991 — 1993
MBA
Denison University 1987 — 1991
BA
Hartley High School 1983 — 1987
1987
St. Catherine Grade School
Taleo May 2011 - Present
Various Clients December 2005 - June 2011
Microsoft July 2004 - November 2005
Eastman Chemical November 2002 - June 2004
Market Insight, Ltd. December 1997 - October 2002
Fletcher Challenge January 1997 - May 2001
ANZ Banking Group January 1995 - November 1996
Coopers & Lybrand June 1993 - September 1994
Schering Plough June 1992 - September 1992
Skills
Product Management, Marketing Strategy, Strategic Partnerships, Product Marketing, Competitive Analysis, Analytics, Strategy, Market Research, Marketing, Integrated Marketing, Management, Salesforce.com, Leadership, Lead Generation, Sales, Analysis, CRM, Marketing Research, SaaS, Integration, Start-ups, Business Process, E-commerce, Cross-functional Team..., Enterprise Software, Business Development, Go-to-market Strategy, Professional Services, Consulting, Solution Selling, Cloud Computing, Multi-channel Marketing, Global Marketing, International Marketing, B2B Marketing, Business Intelligence, Demand Generation, Customer Experience, Executive Management, Customer Engagement, Customer Insight
Education
University of Pennsylvania - The Wharton School 2008 — 2008
The University of Chicago Booth School of Business 1991 — 1993
MBA
Denison University 1987 — 1991
BA
Hartley High School 1983 — 1987
1987
St. Catherine Grade School
Jason Hipskind Jason Hipskind's Coopers & Lybrand Experience January 1995 - January 1997
Job Artificial Intelligence Expert ☁ Maximize Voice Automation ☁ Intelligent Voice Automation ☁ Intelligent IVR Solutions
Industry Outsourcing/Offshoring
Experience
CSS Corp October 2012 - July 2013
StarTek June 2011 - October 2012
ACS October 2009 - June 2011
Interactions Corporation January 2006 - August 2009
Various Technology Companies January 1997 - January 2006
EnterAct January 1998 - January 2002
Coopers & Lybrand January 1995 - January 1997
Skills
SaaS, Call Center, Sales Process, Contract Negotiation, Telephony, Software Development, Business Networking, Outsourcing, Vendor Management, Enterprise Software, CRM, Professional Services, Call Centers, Business Development, Telecommunications, Account Management, Negotiation, Customer Experience, Start-ups, Customer Satisfaction, Management, Entrepreneurship, Process Improvement, Strategic Planning, Sales, Selling, Strategy, Networking, BPO, Recruiting, Leadership, Strategic Partnerships, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA
Indiana University Bloomington 1990 — 1994
BS
Turpin High School 1986 — 1990
CSS Corp October 2012 - July 2013
StarTek June 2011 - October 2012
ACS October 2009 - June 2011
Interactions Corporation January 2006 - August 2009
Various Technology Companies January 1997 - January 2006
EnterAct January 1998 - January 2002
Coopers & Lybrand January 1995 - January 1997
Skills
SaaS, Call Center, Sales Process, Contract Negotiation, Telephony, Software Development, Business Networking, Outsourcing, Vendor Management, Enterprise Software, CRM, Professional Services, Call Centers, Business Development, Telecommunications, Account Management, Negotiation, Customer Experience, Start-ups, Customer Satisfaction, Management, Entrepreneurship, Process Improvement, Strategic Planning, Sales, Selling, Strategy, Networking, BPO, Recruiting, Leadership, Strategic Partnerships, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA
Indiana University Bloomington 1990 — 1994
BS
Turpin High School 1986 — 1990
Allen Sheffield Allen Sheffield's Coopers & Lybrand Experience January 1989 - September 1995
Job Controller at HoMedics
Industry Consumer Goods
Experience
HoMedics May 2010 - Present
PwC September 2005 - May 2010
Joy of Jesus July 2001 - September 2008
Detroit World Outreach Church July 1999 - May 2004
Kmart Corporation June 1997 - June 1999
Kmart Corporation September 1995 - June 1997
Coopers & Lybrand January 1989 - September 1995
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Consolidation, Tax, General Ledger, Financial Analysis, US GAAP, Variance Analysis, Forecasting, GAAP, Due Diligence, Mergers & Acquisitions
Education
Eastern Michigan University 1983 — 1988
Bachelor of Business Administration (BBA), Accounting
HoMedics May 2010 - Present
PwC September 2005 - May 2010
Joy of Jesus July 2001 - September 2008
Detroit World Outreach Church July 1999 - May 2004
Kmart Corporation June 1997 - June 1999
Kmart Corporation September 1995 - June 1997
Coopers & Lybrand January 1989 - September 1995
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Consolidation, Tax, General Ledger, Financial Analysis, US GAAP, Variance Analysis, Forecasting, GAAP, Due Diligence, Mergers & Acquisitions
Education
Eastern Michigan University 1983 — 1988
Bachelor of Business Administration (BBA), Accounting
Holly Sparks Holly Sparks's Coopers & Lybrand Experience June 1996 - June 1997
Job CPA with Operational, Accounting and Technology Experience
Industry Accounting
Experience
Molina Healthcare March 2012 - Present
Princeton February 2008 - February 2012
AllianceBernstein June 1997 - January 2008
Coopers & Lybrand June 1996 - June 1997
Dun & Bradstreet January 1993 - June 1996
Skills
Process Improvement, Auditing, Data Warehousing, Business Analysis, Portfolio Management, SDLC, asp.net, C#, AJAX, JavaScript
Education
Drexel University - College of Business and Administration
BS, Accounting
Molina Healthcare March 2012 - Present
Princeton February 2008 - February 2012
AllianceBernstein June 1997 - January 2008
Coopers & Lybrand June 1996 - June 1997
Dun & Bradstreet January 1993 - June 1996
Skills
Process Improvement, Auditing, Data Warehousing, Business Analysis, Portfolio Management, SDLC, asp.net, C#, AJAX, JavaScript
Education
Drexel University - College of Business and Administration
BS, Accounting
Angel Carra Angel Carra's Coopers & Lybrand Experience April 1995 - June 1996
Job VP, Strategic Accounts at Sparks
Industry Financial Services
Experience
Sparks June 2014 - Present
Barclays Bank October 2011 - May 2014
Barclays March 2006 - October 2011
Barclays Bank February 2004 - February 2006
Juniper Bank February 2002 - February 2004
Juniper Bank March 2000 - February 2002
Bank One / First USA / WingspanBank.com July 1996 - March 2000
Coopers & Lybrand April 1995 - June 1996
Skills
Financial Services, Credit Cards, Banking, Mobile Payments, Payments, Relationship Management, Credit, Vendor Management, Payment Card Processing, Business Development, Start-ups, Call Centers, Strategy, Program Management, Leadership, Management, Team Management, Mobile Devices, Integration, Customer Experience, Cross-functional Team..., Product Development, Marketing, Operations Management
Education
Drexel University
MBA, Marketing
Drexel University
BS, Industrial Psychology / Business
Sparks June 2014 - Present
Barclays Bank October 2011 - May 2014
Barclays March 2006 - October 2011
Barclays Bank February 2004 - February 2006
Juniper Bank February 2002 - February 2004
Juniper Bank March 2000 - February 2002
Bank One / First USA / WingspanBank.com July 1996 - March 2000
Coopers & Lybrand April 1995 - June 1996
Skills
Financial Services, Credit Cards, Banking, Mobile Payments, Payments, Relationship Management, Credit, Vendor Management, Payment Card Processing, Business Development, Start-ups, Call Centers, Strategy, Program Management, Leadership, Management, Team Management, Mobile Devices, Integration, Customer Experience, Cross-functional Team..., Product Development, Marketing, Operations Management
Education
Drexel University
MBA, Marketing
Drexel University
BS, Industrial Psychology / Business
Douglas M Keyes's Coopers & Lybrand Experience September 1976 - June 1980
Job Sales Agent at Automobile Club of Southern California
Industry Financial Services
Experience
Automobile Club of Southern California November 2013 - Present
Advise Financial July 2008 - Present
Merrill Lynch June 2005 - October 2007
Mission Shores Financial Management Services. LLC January 1996 - May 2002
UBS (Formerly PaineWebber) January 1990 - December 1996
Morgan Stanley Wealth Management (Formerly EF Hutton) May 1981 - December 1990
Coopers & Lybrand September 1976 - June 1980
Skills
Financial Planning, Financial Analysis, Team Management, Fiscal Management, Forecasting, Negotiation, Accounting, Financial Management, Strategic Financial..., Fiscal Policy, Credit, Managerial Finance, Microsoft Excel, Auditing, New Business Development, Estate Planning, Fixed Annuities, Contract Negotiation, Securities, Finance, Business Planning, Start-ups, Marketing, Investments, Asset Management, Small Business, Banking, Leadership, Equities, Portfolio Management, Mortgage Lending, Due Diligence, Insurance, Budgets, Retirement, Wealth Management, Hedge Funds, Business Development, Tax, IRAs, Strategy, Process Improvement, Strategic Planning, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Financial Modeling, Entrepreneurship, Series 7
Education
Eastern Michigan University 1972 — 1976
Bachelor of Business Administration, Accounting
Warren Woods High School 1969 — 1972
Automobile Club of Southern California November 2013 - Present
Advise Financial July 2008 - Present
Merrill Lynch June 2005 - October 2007
Mission Shores Financial Management Services. LLC January 1996 - May 2002
UBS (Formerly PaineWebber) January 1990 - December 1996
Morgan Stanley Wealth Management (Formerly EF Hutton) May 1981 - December 1990
Coopers & Lybrand September 1976 - June 1980
Skills
Financial Planning, Financial Analysis, Team Management, Fiscal Management, Forecasting, Negotiation, Accounting, Financial Management, Strategic Financial..., Fiscal Policy, Credit, Managerial Finance, Microsoft Excel, Auditing, New Business Development, Estate Planning, Fixed Annuities, Contract Negotiation, Securities, Finance, Business Planning, Start-ups, Marketing, Investments, Asset Management, Small Business, Banking, Leadership, Equities, Portfolio Management, Mortgage Lending, Due Diligence, Insurance, Budgets, Retirement, Wealth Management, Hedge Funds, Business Development, Tax, IRAs, Strategy, Process Improvement, Strategic Planning, Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Financial Modeling, Entrepreneurship, Series 7
Education
Eastern Michigan University 1972 — 1976
Bachelor of Business Administration, Accounting
Warren Woods High School 1969 — 1972
Tom Pettyes Tom Pettyes's Coopers & Lybrand Experience 1987 - 1993
Job Vice President/General Manager, Commercial Division at Express Scripts
Industry Health, Wellness and Fitness
Experience
Express Scripts April 2012 - Present
Medco March 1999 - June 2012
Health Risk Management (PPO) 1997 - 1998
ValueRx 1993 - 1997
Coopers & Lybrand 1987 - 1993
Skills
Analytics, Account Management, Strategic Planning, Managed Care, Pharmacy Benefit..., Healthcare, Process Improvement, Medicare, Cross-functional Team..., Marketing, Leadership, Business Development, Healthcare Industry, Team Building, Sales, Management, New Business Development, Sales Management, Pharmaceutical Industry
Education
Eastern Michigan University
BA, Accounting
Express Scripts April 2012 - Present
Medco March 1999 - June 2012
Health Risk Management (PPO) 1997 - 1998
ValueRx 1993 - 1997
Coopers & Lybrand 1987 - 1993
Skills
Analytics, Account Management, Strategic Planning, Managed Care, Pharmacy Benefit..., Healthcare, Process Improvement, Medicare, Cross-functional Team..., Marketing, Leadership, Business Development, Healthcare Industry, Team Building, Sales, Management, New Business Development, Sales Management, Pharmaceutical Industry
Education
Eastern Michigan University
BA, Accounting
Richard B. (Rick) Lantefield, CPA Richard B. (Rick) Lantefield, CPA's Coopers & Lybrand Experience January 1981 - January 1990
Job CFO at TruckMovers.com
Industry Logistics and Supply Chain
Experience
TruckMovers.com August 2011 - Present
BUSINESS RESOURCE GROUP, INC June 1991 - Present
R&D Leverage December 1995 - May 2011
SEMINARS INT’L/BCI CONSULTING GROUP December 1991 - June 1993
The Myers Group January 1990 - June 1991
COOPERS & LYBRAND January 1981 - January 1990
Internal Revenue Service March 1979 - December 1980
Skills
Product Development, Working Capital..., Banking Relationships, Mergers, Management Consulting, Financial Reporting, Treasury Management, Manufacturing, Foreign Exchange..., Cross-functional Team..., Lean Manufacturing, Plastics, Financial Goals, CFOs, Treasury, CPA, Accounting Management, Project Management
Education
University of Nebraska at Omaha 1982 — 1982
Masters Courses in Taxation
University of Nebraska at Omaha 1978 — 1981
BSBA, Accounting
Doane College 1976 — 1978
Accounting and Finance
TruckMovers.com August 2011 - Present
BUSINESS RESOURCE GROUP, INC June 1991 - Present
R&D Leverage December 1995 - May 2011
SEMINARS INT’L/BCI CONSULTING GROUP December 1991 - June 1993
The Myers Group January 1990 - June 1991
COOPERS & LYBRAND January 1981 - January 1990
Internal Revenue Service March 1979 - December 1980
Skills
Product Development, Working Capital..., Banking Relationships, Mergers, Management Consulting, Financial Reporting, Treasury Management, Manufacturing, Foreign Exchange..., Cross-functional Team..., Lean Manufacturing, Plastics, Financial Goals, CFOs, Treasury, CPA, Accounting Management, Project Management
Education
University of Nebraska at Omaha 1982 — 1982
Masters Courses in Taxation
University of Nebraska at Omaha 1978 — 1981
BSBA, Accounting
Doane College 1976 — 1978
Accounting and Finance
Steve Weitzner Steve Weitzner's Coopers & Lybrand Experience June 1993 - May 1997
Job Owner, Silverlode Consulting Corp.
Industry Management Consulting
Experience
Silverlode Consulting Corp. November 2002 - Present
Ernst & Young May 1997 - October 2002
Coopers & Lybrand June 1993 - May 1997
Skills
Site Selection, Impact Analysis, Management Consulting, Economic Development, Location Analysis, Tax Incentives, Government Incentives, Economic Modeling, Financial Modeling, French Horn, Lion Taming, Economics, Location Intelligence, Nonprofits, Finance, Entrepreneurship, Business Development, Analysis, Community Development, Incentives, Strategy, Change Impact Analysis, Grants, Strategic Planning, Operations Management, Government, Business Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
The University of Akron 1989 — 1990
Master of Music Performance, French Horn
The University of Akron 1983 — 1987
Music, Music Performance
Silverlode Consulting Corp. November 2002 - Present
Ernst & Young May 1997 - October 2002
Coopers & Lybrand June 1993 - May 1997
Skills
Site Selection, Impact Analysis, Management Consulting, Economic Development, Location Analysis, Tax Incentives, Government Incentives, Economic Modeling, Financial Modeling, French Horn, Lion Taming, Economics, Location Intelligence, Nonprofits, Finance, Entrepreneurship, Business Development, Analysis, Community Development, Incentives, Strategy, Change Impact Analysis, Grants, Strategic Planning, Operations Management, Government, Business Strategy
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
The University of Akron 1989 — 1990
Master of Music Performance, French Horn
The University of Akron 1983 — 1987
Music, Music Performance
Buck Steed Buck Steed's Coopers & Lybrand Experience 1971 - 1983
Job President, Spectra Healthcare Consulting LLC
Industry Management Consulting
Experience
Spectra Healthcare Consulting LLC August 2010 - Present
Victory Memorial Hospital and Skilled Nursing Facility 1998 - 2008
St. Clare's Hospital and Health Center 1988 - 1998
Mercy Health Services 1987 - 1988
Executive Health Group, Inc. 1983 - 1986
Coopers & Lybrand 1971 - 1983
Skills
Financial Analysis, Mergers, Real Estate, Investments, Asset Managment, Financial Reporting, Accounting, Due Diligence, Strategic Planning, Real Estate Development, Healthcare, Contract Negotiation, Project Management, Corporate Finance, New Business Development, Finance, Analysis, Mergers & Acquisitions, Business Planning, Business Strategy
Education
New York University 2007 — 2009
Master of Science, Real Estate Development
Eastern Michigan University 1968 — 1971
Bachelor of Business Administration, Accounting
Spectra Healthcare Consulting LLC August 2010 - Present
Victory Memorial Hospital and Skilled Nursing Facility 1998 - 2008
St. Clare's Hospital and Health Center 1988 - 1998
Mercy Health Services 1987 - 1988
Executive Health Group, Inc. 1983 - 1986
Coopers & Lybrand 1971 - 1983
Skills
Financial Analysis, Mergers, Real Estate, Investments, Asset Managment, Financial Reporting, Accounting, Due Diligence, Strategic Planning, Real Estate Development, Healthcare, Contract Negotiation, Project Management, Corporate Finance, New Business Development, Finance, Analysis, Mergers & Acquisitions, Business Planning, Business Strategy
Education
New York University 2007 — 2009
Master of Science, Real Estate Development
Eastern Michigan University 1968 — 1971
Bachelor of Business Administration, Accounting
Mike Finnegan, CPA, MST Mike Finnegan, CPA, MST's Coopers & Lybrand Experience August 1987 - April 1993
Job Business and Individual Tax Expert
Industry Accounting
Experience
CBIZ MHM, LLC October 1997 - Present
Miller, Cooper & Co., Ltd. February 1996 - October 1997
Premark International, Inc. April 1993 - February 1996
Coopers & Lybrand August 1987 - April 1993
Skills
Corporate Tax, Manufacturing Taxation..., individual tax, Income Tax Accounting, LIFO, State Tax, Income Tax, Small Business, Tax Preparation, Tax Returns, Financial Statements, International Tax, CPA, US GAAP, GAAP, Tax Accounting, Tax Advisory, Tax, Tax Research, Financial Planners, Accounting
Education
DePaul University 1991 — 1995
Master of Science, Taxation
Northern Illinois University 1983 — 1987
B.S., Accountancy
CBIZ MHM, LLC October 1997 - Present
Miller, Cooper & Co., Ltd. February 1996 - October 1997
Premark International, Inc. April 1993 - February 1996
Coopers & Lybrand August 1987 - April 1993
Skills
Corporate Tax, Manufacturing Taxation..., individual tax, Income Tax Accounting, LIFO, State Tax, Income Tax, Small Business, Tax Preparation, Tax Returns, Financial Statements, International Tax, CPA, US GAAP, GAAP, Tax Accounting, Tax Advisory, Tax, Tax Research, Financial Planners, Accounting
Education
DePaul University 1991 — 1995
Master of Science, Taxation
Northern Illinois University 1983 — 1987
B.S., Accountancy
George Rush CPA,CITP,CGMA George Rush CPA,CITP,CGMA's Coopers & Lybrand Experience January 1983 - December 1996
Job Partner at GR Consulting
Industry Accounting
Experience
GR Consulting July 2011 - Present
Salibello & Broder LLP December 1996 - June 2011
Coopers & Lybrand January 1983 - December 1996
Skills
GAAP, CPA, Auditing, Corporate Tax, Internal Controls, Tax Returns, Financial Audits, Due Diligence, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Internal Audit, Assurance, Finance, Sarbanes-Oxley, Tax, Financial Reporting, US GAAP, Tax Preparation, Tax Accounting, Accounting, Income Tax, Consolidation, Cash Flow, SEC Filings, Management, Big 4, Financial Accounting, Budgets, Strategic Planning, Financial Statements
Education
Dowling College 1979 — 1982
BBA, Accounting
SEMINARS
Bachelor of Science (BS), Accounting and Finance
GR Consulting July 2011 - Present
Salibello & Broder LLP December 1996 - June 2011
Coopers & Lybrand January 1983 - December 1996
Skills
GAAP, CPA, Auditing, Corporate Tax, Internal Controls, Tax Returns, Financial Audits, Due Diligence, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Internal Audit, Assurance, Finance, Sarbanes-Oxley, Tax, Financial Reporting, US GAAP, Tax Preparation, Tax Accounting, Accounting, Income Tax, Consolidation, Cash Flow, SEC Filings, Management, Big 4, Financial Accounting, Budgets, Strategic Planning, Financial Statements
Education
Dowling College 1979 — 1982
BBA, Accounting
SEMINARS
Bachelor of Science (BS), Accounting and Finance
Dana Cosby's Coopers & Lybrand Experience 1994 - 1996
Job Discovery Consultant/Recruiting Coordinator
Industry Legal Services
Experience
Black Letter Discovery August 2015 - Present
Business Consultant/Legal Advisor January 2011 - August 2015
Louisville Metro Government February 2003 - December 2010
University of Phoenix 2005 - 2007
University of Louisville 2001 - 2003
Wyatt, Tarrant & Combs, LLP 1998 - 2000
Price Waterhouse 1996 - 1997
Coopers & Lybrand 1994 - 1996
Skills
New Business Development, Strategic Planning, Strategic Financial..., Business Process..., Tax Advisory, Strategic Negotiations, Contract Negotiation, Start-up Consulting, Mergers & Acquisitions, Legal Assistance, Legal Research, Business Planning, Dashboard Metrics, Metric Development, Due Diligence, Business Development, Competitive Analysis, Business Strategy, Leadership, Marketing, Public Speaking
Education
Duke University School of Law 1991 — 1994
Doctor of Law (J.D.), Law
University of Kentucky 1987 — 1991
Bachelor of Science (B.S.), Accounting
Black Letter Discovery August 2015 - Present
Business Consultant/Legal Advisor January 2011 - August 2015
Louisville Metro Government February 2003 - December 2010
University of Phoenix 2005 - 2007
University of Louisville 2001 - 2003
Wyatt, Tarrant & Combs, LLP 1998 - 2000
Price Waterhouse 1996 - 1997
Coopers & Lybrand 1994 - 1996
Skills
New Business Development, Strategic Planning, Strategic Financial..., Business Process..., Tax Advisory, Strategic Negotiations, Contract Negotiation, Start-up Consulting, Mergers & Acquisitions, Legal Assistance, Legal Research, Business Planning, Dashboard Metrics, Metric Development, Due Diligence, Business Development, Competitive Analysis, Business Strategy, Leadership, Marketing, Public Speaking
Education
Duke University School of Law 1991 — 1994
Doctor of Law (J.D.), Law
University of Kentucky 1987 — 1991
Bachelor of Science (B.S.), Accounting
Chad Kennedy, CPA, MST Chad Kennedy, CPA, MST's Coopers & Lybrand Experience March 1992 - September 1992
Job Tax Department at Henkels & McCoy
Industry Construction
Experience
Henkels & McCoy October 2012 - Present
UHS December 1997 - October 2012
Smart & Associates, LLP June 1995 - December 1997
ARCO Chemical Company March 1993 - September 1994
Coopers & Lybrand March 1992 - September 1992
Education
Villanova Law School 2000 — 2004
Master's degree
Drexel University 1990 — 1995
Bachelor of Science (BS)
Henkels & McCoy October 2012 - Present
UHS December 1997 - October 2012
Smart & Associates, LLP June 1995 - December 1997
ARCO Chemical Company March 1993 - September 1994
Coopers & Lybrand March 1992 - September 1992
Education
Villanova Law School 2000 — 2004
Master's degree
Drexel University 1990 — 1995
Bachelor of Science (BS)
Janet Clapp Janet Clapp's Coopers & Lybrand Experience 1991 - 1993
Job Owner at Accounting 4 Success LLC
Industry Accounting
Experience
Accounting 4 Success LLC January 2011 - Present
Monmouth University 2005 - 2008
AT&T 1997 - 1999
Comcast 1994 - 1997
Coopers & Lybrand 1991 - 1993
Grant Thornton 1988 - 1991
General Accident Insurance 1984 - 1988
Skills
Public Speaking, Non-profits, Fundraising, Nonprofits, Social Networking, Accounting, Analysis, Management, Business Planning, Forecasting, Strategy, Budgets, Strategic Planning, Start-ups, Small Business, Training, Financial Analysis, Leadership, Marketing
Education
Drexel University - LeBow College of Business
MS, Finance
Rutgers University – Camden
BA, Accounting
Accounting 4 Success LLC January 2011 - Present
Monmouth University 2005 - 2008
AT&T 1997 - 1999
Comcast 1994 - 1997
Coopers & Lybrand 1991 - 1993
Grant Thornton 1988 - 1991
General Accident Insurance 1984 - 1988
Skills
Public Speaking, Non-profits, Fundraising, Nonprofits, Social Networking, Accounting, Analysis, Management, Business Planning, Forecasting, Strategy, Budgets, Strategic Planning, Start-ups, Small Business, Training, Financial Analysis, Leadership, Marketing
Education
Drexel University - LeBow College of Business
MS, Finance
Rutgers University – Camden
BA, Accounting
Michael K. Williams Michael K. Williams's Coopers & Lybrand Experience 1987 - 1995
Job Tax consulting transaction advisory
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
Jude Smith Jude Smith's Coopers & Lybrand Experience January 1989 - August 1990
Job Independent Insurance Adjuster
Industry Law Practice
Experience
Eberl Claims Service Inc. July 2011 - Present
Roundtop Mountain Resort November 2010 - Present
Pa Board of Finance and Revenue August 1993 - September 2009
Board of Finance and Revenue August 1993 - September 2009
Coopers & Lybrand January 1989 - August 1990
J.H. Williams & Co December 1987 - January 1989
US Navy February 1981 - October 1986
Skills
Attorney, CPA, Property Adjuster
Education
Law School: Dickinson School of Law 1990 — 1993
J.D; B.S, Accounting
The Dickinson School of Law 1990 — 1993
JD
King's College 1986 — 1989
BS, Accounting
Eberl Claims Service Inc. July 2011 - Present
Roundtop Mountain Resort November 2010 - Present
Pa Board of Finance and Revenue August 1993 - September 2009
Board of Finance and Revenue August 1993 - September 2009
Coopers & Lybrand January 1989 - August 1990
J.H. Williams & Co December 1987 - January 1989
US Navy February 1981 - October 1986
Skills
Attorney, CPA, Property Adjuster
Education
Law School: Dickinson School of Law 1990 — 1993
J.D; B.S, Accounting
The Dickinson School of Law 1990 — 1993
JD
King's College 1986 — 1989
BS, Accounting
Keith Spritz, JD,CPA Keith Spritz, JD,CPA's Coopers & Lybrand Experience March 1985 - August 1993
Job Experienced Tax Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ January 2010 - Present
Baker TIlly, LLP August 1993 - January 2010
Coopers & Lybrand March 1985 - August 1993
Skills
Tax, Financial Planning, High Net Worth..., Management Consulting, Forensic Accounting, Tax Controversy, Mergers & Acquisitions, Court Appointed..., Mergers, Strategic Financial..., Income Tax, Corporate Tax, Due Diligence, Corporate Finance, Tax Research, Tax Advisory, Private Equity, Venture Capital, CPA, Business Valuation, International Tax, SEC filings, Tax Accounting, GAAP, Tax Law, US GAAP, Transfer Pricing, Valuation, Financial Analysis, Financial Reporting, Restructuring, Accounting, Financial Accounting, Management, Business Strategy, Strategic Planning, Finance, Strategy
Education
Duquesne University School of Law 1978 — 1981
JD, Law
Temple University - Fox School of Business and Management 1976 — 1978
BBA, Economics
CBIZ January 2010 - Present
Baker TIlly, LLP August 1993 - January 2010
Coopers & Lybrand March 1985 - August 1993
Skills
Tax, Financial Planning, High Net Worth..., Management Consulting, Forensic Accounting, Tax Controversy, Mergers & Acquisitions, Court Appointed..., Mergers, Strategic Financial..., Income Tax, Corporate Tax, Due Diligence, Corporate Finance, Tax Research, Tax Advisory, Private Equity, Venture Capital, CPA, Business Valuation, International Tax, SEC filings, Tax Accounting, GAAP, Tax Law, US GAAP, Transfer Pricing, Valuation, Financial Analysis, Financial Reporting, Restructuring, Accounting, Financial Accounting, Management, Business Strategy, Strategic Planning, Finance, Strategy
Education
Duquesne University School of Law 1978 — 1981
JD, Law
Temple University - Fox School of Business and Management 1976 — 1978
BBA, Economics
Mike Walchonski Mike Walchonski's Coopers & Lybrand Experience 1989 - 1994
Job CFO BNI (Business Network International)
Industry Accounting
Experience
BNI (Business Network International) December 2014 - Present
MW Accounting Solutions November 2011 - December 2014
Financial Health Services, LLC October 2009 - February 2012
ImageFIRST March 2007 - May 2009
Integral 2004 - 2007
Quadrant HealthCom 2002 - 2004
HMP Communications 2001 - 2002
Coopers & Lybrand 1989 - 1994
Skills
Accounting, Start-ups, Strategic Planning, Strategy, Income Statement, Operations Management, Financial Analysis, Management, Account Management, Leadership, Recruiting, Team Building, Budgets, Finance, Mergers & Acquisitions, Executive Management, P, Process Improvement
Education
Drexel University - College of Business and Administration 1984 — 1989
Bachelor of Science, Accounting & Finance
BNI (Business Network International) December 2014 - Present
MW Accounting Solutions November 2011 - December 2014
Financial Health Services, LLC October 2009 - February 2012
ImageFIRST March 2007 - May 2009
Integral 2004 - 2007
Quadrant HealthCom 2002 - 2004
HMP Communications 2001 - 2002
Coopers & Lybrand 1989 - 1994
Skills
Accounting, Start-ups, Strategic Planning, Strategy, Income Statement, Operations Management, Financial Analysis, Management, Account Management, Leadership, Recruiting, Team Building, Budgets, Finance, Mergers & Acquisitions, Executive Management, P, Process Improvement
Education
Drexel University - College of Business and Administration 1984 — 1989
Bachelor of Science, Accounting & Finance
Jerry Kocak Jerry Kocak's Coopers & Lybrand Experience January 1981 - January 1987
Job CEO at Brew Detroit
Industry Executive Office
Experience
Brew Detroit April 2015 - Present
Alcore Senior January 2013 - March 2015
Avitae USA October 2010 - November 2012
NAF Corporation July 2006 - December 2010
Dresser Rand March 2005 - July 2006
Home Quarters and Access Technology Services January 1999 - March 2005
Achievers Unlimited January 1996 - December 1999
Coopers & Lybrand January 1981 - January 1987
Skills
Cash Management, Strategic Planning, Acquisitions, Negotiation, Accounting Applications, Re-engineering, Forecasting, Start-ups, SEC filings, IPO, Mergers, Accounting, Budgets, Managerial Finance, Financial Reporting, Cash Flow, Treasury, Business Strategy, Working Capital..., Financial Analysis, Restructuring, Finance, Management, Auditing, Risk Management
Education
Florida Atlantic University
Masters, Business Administration
Churchill
Duquesne University
B.S, Accounting
Brew Detroit April 2015 - Present
Alcore Senior January 2013 - March 2015
Avitae USA October 2010 - November 2012
NAF Corporation July 2006 - December 2010
Dresser Rand March 2005 - July 2006
Home Quarters and Access Technology Services January 1999 - March 2005
Achievers Unlimited January 1996 - December 1999
Coopers & Lybrand January 1981 - January 1987
Skills
Cash Management, Strategic Planning, Acquisitions, Negotiation, Accounting Applications, Re-engineering, Forecasting, Start-ups, SEC filings, IPO, Mergers, Accounting, Budgets, Managerial Finance, Financial Reporting, Cash Flow, Treasury, Business Strategy, Working Capital..., Financial Analysis, Restructuring, Finance, Management, Auditing, Risk Management
Education
Florida Atlantic University
Masters, Business Administration
Churchill
Duquesne University
B.S, Accounting
Alan Mansfield - CPA Alan Mansfield - CPA's Coopers & Lybrand Experience 1980 - 1983
Job CFO at JK Group
Industry Philanthropy
Experience
The Road Home Foundation for Injured Warriors and Families October 2014 - Present
JK Group November 2011 - Present
Philabundance September 2010 - June 2014
Independent Consultant January 2011 - October 2011
GAB Robins December 2005 - December 2010
ACE Group 1999 - 2005
CIGNA 1983 - 1999
Coopers & Lybrand 1980 - 1983
Skills
Accounting, Mergers, Forecasting, Financial Reporting, SEC filings, Internal Controls, Risk Management, Mergers & Acquisitions, Strategy, Auditing, Budgets, Due Diligence, Leadership, Finance, Contract Negotiation, Strategic Financial..., Analysis, Restructuring, Management, Cash Management, Insurance, Executive Management
Education
Drexel University
BS, Accounting
The Road Home Foundation for Injured Warriors and Families October 2014 - Present
JK Group November 2011 - Present
Philabundance September 2010 - June 2014
Independent Consultant January 2011 - October 2011
GAB Robins December 2005 - December 2010
ACE Group 1999 - 2005
CIGNA 1983 - 1999
Coopers & Lybrand 1980 - 1983
Skills
Accounting, Mergers, Forecasting, Financial Reporting, SEC filings, Internal Controls, Risk Management, Mergers & Acquisitions, Strategy, Auditing, Budgets, Due Diligence, Leadership, Finance, Contract Negotiation, Strategic Financial..., Analysis, Restructuring, Management, Cash Management, Insurance, Executive Management
Education
Drexel University
BS, Accounting
Lee Lambert Lee Lambert's Coopers & Lybrand Experience 1989 - December 1997
Job President, New Wisdom Software, RuleGuide, Business Rules Management Software
Industry Computer Software
Experience
New Wisdom Software January 2006 - Present
Lambert Technical Services 1997 - 2009
Coopers & Lybrand 1989 - December 1997
Skills
Analysis, Management, SDLC, Software Development, Business Analysis, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Integration, Enterprise Software, Business Intelligence, SOA, Software Project..., Program Management, Project Management
Education
Eastern Connecticut State University 1976 — 1980
New Wisdom Software January 2006 - Present
Lambert Technical Services 1997 - 2009
Coopers & Lybrand 1989 - December 1997
Skills
Analysis, Management, SDLC, Software Development, Business Analysis, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Integration, Enterprise Software, Business Intelligence, SOA, Software Project..., Program Management, Project Management
Education
Eastern Connecticut State University 1976 — 1980
Eric Rohr Eric Rohr's Coopers & Lybrand Experience September 1987 - June 1995
Job Chief Financial Officer at Live Well Financial, Inc.
Industry Financial Services
Experience
Live Well Financial, Inc. December 2008 - Present
Capital One Financial January 2003 - December 2008
Georgia Pacific September 2002 - December 2002
Mirant August 1997 - June 2002
Southern Company May 1996 - August 1996
Coopers & Lybrand September 1987 - June 1995
Skills
Financial Services, Energy, Construction, Risk Management, Auditing, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Mergers, Credit, Strategic Financial..., Banking, Investments, Valuation, Corporate Finance, Forecasting, Investor Relations, Mergers & Acquisitions, Strategic Planning, Management, Financial Planning, Executive Management, Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
King University 1984 — 1988
B.A., Accounting, Economics
Live Well Financial, Inc. December 2008 - Present
Capital One Financial January 2003 - December 2008
Georgia Pacific September 2002 - December 2002
Mirant August 1997 - June 2002
Southern Company May 1996 - August 1996
Coopers & Lybrand September 1987 - June 1995
Skills
Financial Services, Energy, Construction, Risk Management, Auditing, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Mergers, Credit, Strategic Financial..., Banking, Investments, Valuation, Corporate Finance, Forecasting, Investor Relations, Mergers & Acquisitions, Strategic Planning, Management, Financial Planning, Executive Management, Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
King University 1984 — 1988
B.A., Accounting, Economics
Lee Kvalheim's Coopers & Lybrand Experience May 1979 - April 1981
Job Controller at Northwest Bedding Company, Inc.
Industry Furniture
Experience
Northwest Bedding Company, Inc. April 1981 - Present
Coopers & Lybrand May 1979 - April 1981
Peat Marwick October 1976 - December 1978
Skills
Accounting, Sales Tax, Quickbooks, Cost Accounting, Audit, Payroll Taxes, Financial Operations, Accounting Procedures, Use Tax, Cash Management, Financial Analysis, Accruals, Monthly Close, Variances, Depreciation, Network Administration, Computer Hardware, Barcode Scanning, Access applications, Excel applications, Microsoft publisher, Financial Reporting, QuickBooks, Inventory Management, CPA, Forecasting, Account Reconciliation, Accounts Receivable, GAAP, P&L, Internal Controls, Financial Accounting, Managerial Finance, Income Statement, Auditing
Education
Eastern Washington University 1990 — 1995
MBA, Business Administration
Pacific Lutheran University 1974 — 1976
BBA, Business, Accounting
Green River Community College 1972 — 1974
AA, AAPPBA, General, Business Administration
Northwest Bedding Company, Inc. April 1981 - Present
Coopers & Lybrand May 1979 - April 1981
Peat Marwick October 1976 - December 1978
Skills
Accounting, Sales Tax, Quickbooks, Cost Accounting, Audit, Payroll Taxes, Financial Operations, Accounting Procedures, Use Tax, Cash Management, Financial Analysis, Accruals, Monthly Close, Variances, Depreciation, Network Administration, Computer Hardware, Barcode Scanning, Access applications, Excel applications, Microsoft publisher, Financial Reporting, QuickBooks, Inventory Management, CPA, Forecasting, Account Reconciliation, Accounts Receivable, GAAP, P&L, Internal Controls, Financial Accounting, Managerial Finance, Income Statement, Auditing
Education
Eastern Washington University 1990 — 1995
MBA, Business Administration
Pacific Lutheran University 1974 — 1976
BBA, Business, Accounting
Green River Community College 1972 — 1974
AA, AAPPBA, General, Business Administration
Andy Krugman Andy Krugman's Coopers & Lybrand Experience January 1987 - December 1987
Job Manager at Price Waterhouse Coopers
Industry Information Technology and Services
Experience
Price Waterhouse Coopers February 2015 - Present
Amdocs April 2011 - February 2015
XD3 Group,LLC October 2010 - April 2011
Verizon Wireless January 2009 - December 2009
Rural Cellular Corporation (Unicel) May 2006 - December 2008
XD3 January 2006 - April 2006
CGI-AMS, Inc. June 2005 - December 2005
Alsbridge, LP January 2005 - May 2005
American Management Systems, Inc. February 1988 - May 2004
Coopers & Lybrand January 1987 - December 1987
Skills
Project Management, Program Management, Change Management, SDLC, Integration, Scope Management, Requirements Gathering, Issue Management, Strategic Planning, Business Process, Telecommunications, Requirements Analysis, Business Analysis, PMO, Enterprise Software, Management, Leadership, Risk Management, Budgets, Outsourcing, Vendor Management, Consulting, Strategy
Education
DePaul University 2013 — 2016
Master's Degree, IT Project and Program Management, 4.0
DePaul University 2008 — 2014
Bachelor's Degree, Concentration in IT Project and Program Management
Grumman Data Systems Institute 1983 — 1984
Certificate, Information Technology
Price Waterhouse Coopers February 2015 - Present
Amdocs April 2011 - February 2015
XD3 Group,LLC October 2010 - April 2011
Verizon Wireless January 2009 - December 2009
Rural Cellular Corporation (Unicel) May 2006 - December 2008
XD3 January 2006 - April 2006
CGI-AMS, Inc. June 2005 - December 2005
Alsbridge, LP January 2005 - May 2005
American Management Systems, Inc. February 1988 - May 2004
Coopers & Lybrand January 1987 - December 1987
Skills
Project Management, Program Management, Change Management, SDLC, Integration, Scope Management, Requirements Gathering, Issue Management, Strategic Planning, Business Process, Telecommunications, Requirements Analysis, Business Analysis, PMO, Enterprise Software, Management, Leadership, Risk Management, Budgets, Outsourcing, Vendor Management, Consulting, Strategy
Education
DePaul University 2013 — 2016
Master's Degree, IT Project and Program Management, 4.0
DePaul University 2008 — 2014
Bachelor's Degree, Concentration in IT Project and Program Management
Grumman Data Systems Institute 1983 — 1984
Certificate, Information Technology
Kamili Clayborn, MBA Kamili Clayborn, MBA's Coopers & Lybrand Experience September 1995 - July 1997
Job Financial Shared Services Manager at Lennox International
Industry Consumer Goods
Experience
Lennox International February 2013 - Present
Lennox International May 2005 - February 2013
SOURCECORP January 2004 - May 2005
TXU February 2002 - April 2003
TXU Energy July 2000 - February 2002
TXU Energy April 1998 - July 2000
King Griffin & Adamson PC June 1997 - April 1998
Coopers & Lybrand September 1995 - July 1997
Cullen Frost Bank 1992 - 1993
Skills
Sarbanes-Oxley Act, Process Improvement, Internal Audit, Auditing, Internal Controls, Management, Financial Analysis, ERP, Budgets, Business Process..., Analysis, Sarbanes-Oxley, Finance, Business Process, Forecasting, Project Management, Accounting, SAP, Financial Reporting, Variance Analysis, Leadership, Strategic Planning, Training, GAAP, US GAAP, Customer Service, Team Building, PeopleSoft, General Ledger, SEC filings, Account Reconciliation, Shared Services, Strategy, Cross-functional Team..., Accounts Payable, Accounts Receivable, Payroll, Warranty, Concur, AP Automation, Lean Tools, Six Sigma
Education
Dillard University
Bachelor’s Degree, Business Managment/ Accounting
Texas A&M University-Commerce
MBA, Business/Commerce, General
University of Hartford
University of Hartford Summer Insurance Internship Program
Lennox International February 2013 - Present
Lennox International May 2005 - February 2013
SOURCECORP January 2004 - May 2005
TXU February 2002 - April 2003
TXU Energy July 2000 - February 2002
TXU Energy April 1998 - July 2000
King Griffin & Adamson PC June 1997 - April 1998
Coopers & Lybrand September 1995 - July 1997
Cullen Frost Bank 1992 - 1993
Skills
Sarbanes-Oxley Act, Process Improvement, Internal Audit, Auditing, Internal Controls, Management, Financial Analysis, ERP, Budgets, Business Process..., Analysis, Sarbanes-Oxley, Finance, Business Process, Forecasting, Project Management, Accounting, SAP, Financial Reporting, Variance Analysis, Leadership, Strategic Planning, Training, GAAP, US GAAP, Customer Service, Team Building, PeopleSoft, General Ledger, SEC filings, Account Reconciliation, Shared Services, Strategy, Cross-functional Team..., Accounts Payable, Accounts Receivable, Payroll, Warranty, Concur, AP Automation, Lean Tools, Six Sigma
Education
Dillard University
Bachelor’s Degree, Business Managment/ Accounting
Texas A&M University-Commerce
MBA, Business/Commerce, General
University of Hartford
University of Hartford Summer Insurance Internship Program
Brett Spector Brett Spector's Coopers & Lybrand Experience September 1990 - September 1992
Job Last 14 years ran noninvestment side of 2 hedge funds from inception (< $30MM day 1) to $2.8BN & $800MM+ respectviely
Industry Financial Services
Experience
Tide Point Capital Management, LP April 2012 - April 2015
SuttonBrook Capital Management LP 2002 - April 2012
Cruise411.com July 2000 - March 2002
Earthmed.com July 1999 - July 2000
DA Consulting Group February 1996 - June 1999
MSN, Inc. September 1992 - January 1996
Coopers & Lybrand September 1990 - September 1992
Skills
Hedge Funds, Hedge Fund Sales, Biz Process Improvmnt., Microsoft Excel, Web Application Design, CRM Integration, Financial Modeling, Financial Accounting, Paladyne, Bloomberg, Hedge Fund Structuring, Data Warehouse..., Database Design, Equities, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Derivatives, Private Equity, Investments, Fund Administration, Investment Banking, Office 365, Contract Negotiation, Securities, Asset Managment, Valuation, Management, Finance, Business Development
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Drew University 1984 — 1988
Bachelor of Arts (BA), Cum Laude, Economics
The Dalton School 1970 — 1984
High School
Tide Point Capital Management, LP April 2012 - April 2015
SuttonBrook Capital Management LP 2002 - April 2012
Cruise411.com July 2000 - March 2002
Earthmed.com July 1999 - July 2000
DA Consulting Group February 1996 - June 1999
MSN, Inc. September 1992 - January 1996
Coopers & Lybrand September 1990 - September 1992
Skills
Hedge Funds, Hedge Fund Sales, Biz Process Improvmnt., Microsoft Excel, Web Application Design, CRM Integration, Financial Modeling, Financial Accounting, Paladyne, Bloomberg, Hedge Fund Structuring, Data Warehouse..., Database Design, Equities, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Derivatives, Private Equity, Investments, Fund Administration, Investment Banking, Office 365, Contract Negotiation, Securities, Asset Managment, Valuation, Management, Finance, Business Development
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Drew University 1984 — 1988
Bachelor of Arts (BA), Cum Laude, Economics
The Dalton School 1970 — 1984
High School
Doug Townsend Doug Townsend's Coopers & Lybrand Experience September 1988 - March 1992
Job Certified Client Executive at IBM
Industry Information Technology and Services
Experience
IBM September 2014 - Present
IBM November 2013 - August 2014
First Citizens Bank October 2012 - October 2013
IBM January 2007 - September 2012
IBM January 2004 - December 2006
IBM January 2002 - December 2004
IBM January 2000 - December 2001
IBM April 1997 - January 1999
Spence Home Center April 1992 - March 1997
Coopers & Lybrand September 1988 - March 1992
Skills
Solution Selling, Enterprise Software, Channel Sales, SaaS, IT Strategy, Data Center, Cloud Computing, Business Alliances, Business Intelligence, Professional Services, CRM, Sales Enablement, Channel Partners, Partner Management, Management, Strategy, Leadership, Direct Sales, Program Management, Sales, Account Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Wake Forest University 1984 — 1988
BS, Accounting
Woodberry Forest School 1982 — 1984
IBM September 2014 - Present
IBM November 2013 - August 2014
First Citizens Bank October 2012 - October 2013
IBM January 2007 - September 2012
IBM January 2004 - December 2006
IBM January 2002 - December 2004
IBM January 2000 - December 2001
IBM April 1997 - January 1999
Spence Home Center April 1992 - March 1997
Coopers & Lybrand September 1988 - March 1992
Skills
Solution Selling, Enterprise Software, Channel Sales, SaaS, IT Strategy, Data Center, Cloud Computing, Business Alliances, Business Intelligence, Professional Services, CRM, Sales Enablement, Channel Partners, Partner Management, Management, Strategy, Leadership, Direct Sales, Program Management, Sales, Account Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Wake Forest University 1984 — 1988
BS, Accounting
Woodberry Forest School 1982 — 1984
Trish Murphy, Realtor Trish Murphy, Realtor's Coopers & Lybrand Experience June 1986 - June 1989
Job # 1 Realtor at Coldwell Banker Real Estate, Avon CT
Industry Real Estate
Experience
Coldwell Banker Real Estate September 2007 - Present
The Walt Disney Company 1997 - 2000
Coopers & Lybrand June 1986 - June 1989
Skills
Real Estate, Relocation, Time Management, Foreclosures, Sellers, New Home Sales, Strategic Planning, Real Estate Transactions, Investment Properties, Single Family Homes, Townhomes, Luxury, Short Sales, Team Building, Real Estate Financing, New Business Development, Account Management, Negotiation, Contract Negotiation, Investors, Marketing, Sales, Customer Service, Property Management, Investments, Listings, Selling, REO, Asset Management, Rentals, Social Media, Condos, Marketing Strategy, Leadership, First Time Home Buyers, Interviews, Real Estate Development, Residential Homes, Management, Referrals, Sales Management, Microsoft Office, Finance, Buyer Representation
Education
Drexel University - College of Business and Administration 1983 — 1986
Bachelor of Science, Business & Accounting, Accounting
Archbishop Prendergast
Coldwell Banker Real Estate September 2007 - Present
The Walt Disney Company 1997 - 2000
Coopers & Lybrand June 1986 - June 1989
Skills
Real Estate, Relocation, Time Management, Foreclosures, Sellers, New Home Sales, Strategic Planning, Real Estate Transactions, Investment Properties, Single Family Homes, Townhomes, Luxury, Short Sales, Team Building, Real Estate Financing, New Business Development, Account Management, Negotiation, Contract Negotiation, Investors, Marketing, Sales, Customer Service, Property Management, Investments, Listings, Selling, REO, Asset Management, Rentals, Social Media, Condos, Marketing Strategy, Leadership, First Time Home Buyers, Interviews, Real Estate Development, Residential Homes, Management, Referrals, Sales Management, Microsoft Office, Finance, Buyer Representation
Education
Drexel University - College of Business and Administration 1983 — 1986
Bachelor of Science, Business & Accounting, Accounting
Archbishop Prendergast
Charles Johnson Charles Johnson's Coopers & Lybrand Experience August 1985 - June 1991
Job President of Diakon Logistics
Industry Logistics and Supply Chain
Experience
Diakon Logistics November 2002 - Present
PricewaterhouseCoopers Securities April 1995 - November 2002
Marstan Industries June 1991 - April 1995
Coopers & Lybrand August 1985 - June 1991
Skills
Logistics, Warehousing, Transportation, Supply Chain Management, Supply Chain, Inventory Control, P&L Management, Customer Service, Operations Management, Shipping, Distribution Center..., LTL, Transportation..., Logistics Management, Budgets, Fleet Management, 3PL, Warehouse Management, Start-ups, Income Statement, Forecasting, Supply Chain..., Inventory Management, Team Leadership, Retail, Contract Negotiation, Management, Purchasing, Reverse Logistics, Trucking, Process Improvement, Leadership, Pricing, Team Building, P&L, Freight, Continuous Improvement, Account Management, Sales Management, Truckload, Process Scheduler, Air Freight, Strategic Planning, Collaboration Solutions
Education
Drexel University 1980 — 1985
BS, Accounting
Diakon Logistics November 2002 - Present
PricewaterhouseCoopers Securities April 1995 - November 2002
Marstan Industries June 1991 - April 1995
Coopers & Lybrand August 1985 - June 1991
Skills
Logistics, Warehousing, Transportation, Supply Chain Management, Supply Chain, Inventory Control, P&L Management, Customer Service, Operations Management, Shipping, Distribution Center..., LTL, Transportation..., Logistics Management, Budgets, Fleet Management, 3PL, Warehouse Management, Start-ups, Income Statement, Forecasting, Supply Chain..., Inventory Management, Team Leadership, Retail, Contract Negotiation, Management, Purchasing, Reverse Logistics, Trucking, Process Improvement, Leadership, Pricing, Team Building, P&L, Freight, Continuous Improvement, Account Management, Sales Management, Truckload, Process Scheduler, Air Freight, Strategic Planning, Collaboration Solutions
Education
Drexel University 1980 — 1985
BS, Accounting
Jay Brasel Jay Brasel's Coopers & Lybrand Experience 1990 - 1992
Job Controller
Industry Accounting
Experience
Quality Control Corporation January 2008 - Present
KEE Action Sports June 2005 - January 2008
Power Distributing, LLC May 2004 - April 2005
Fanatasia Fresh Juice Company/Naked Juice Company January 1998 - April 2004
SRAM Corporation March 1996 - March 1997
Technifast Industries March 1995 - March 1996
Outboard Marine Corporation November 1992 - March 1995
Coopers & Lybrand 1990 - 1992
US Army May 1985 - May 1987
Skills
Budgeting, Forecasting, Software Implementation, Cash Management, Mergers, Strategic Planning, Process Improvement, Consumer Products, Entrepreneurship, Tax Planning, Private Placement..., Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting, Managerial Finance, Cost Accounting, Accounting, Strategic Financial..., Start-ups, ERP, Risk Management
Education
Loyola University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Finance
DePaul University 1987 — 1990
Bachelor of Commerce (BCom), Accounting
Quality Control Corporation January 2008 - Present
KEE Action Sports June 2005 - January 2008
Power Distributing, LLC May 2004 - April 2005
Fanatasia Fresh Juice Company/Naked Juice Company January 1998 - April 2004
SRAM Corporation March 1996 - March 1997
Technifast Industries March 1995 - March 1996
Outboard Marine Corporation November 1992 - March 1995
Coopers & Lybrand 1990 - 1992
US Army May 1985 - May 1987
Skills
Budgeting, Forecasting, Software Implementation, Cash Management, Mergers, Strategic Planning, Process Improvement, Consumer Products, Entrepreneurship, Tax Planning, Private Placement..., Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting, Managerial Finance, Cost Accounting, Accounting, Strategic Financial..., Start-ups, ERP, Risk Management
Education
Loyola University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Finance
DePaul University 1987 — 1990
Bachelor of Commerce (BCom), Accounting
Emanuel Rawlings Emanuel Rawlings's Coopers & Lybrand Experience 1989 - 1991
Job Audit Process Manager MBA, CPA
Industry Financial Services
Experience
PNC Financial Services June 2000 - Present
YMCA of Greater Pittsburgh September 1994 - June 2000
Mellon Bank July 1991 - September 1994
Coopers & Lybrand 1989 - 1991
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, Accounting, Cash Management, GAAP, External Audit, Management, SEC Filings, Finance, Process Improvement, Strategic Financial...
Education
Duquesne University 1999 — 1999
MBA, Finance
University of Pittsburgh 1981 — 1989
BA, Business/Accounting
PNC Financial Services June 2000 - Present
YMCA of Greater Pittsburgh September 1994 - June 2000
Mellon Bank July 1991 - September 1994
Coopers & Lybrand 1989 - 1991
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, Accounting, Cash Management, GAAP, External Audit, Management, SEC Filings, Finance, Process Improvement, Strategic Financial...
Education
Duquesne University 1999 — 1999
MBA, Finance
University of Pittsburgh 1981 — 1989
BA, Business/Accounting
John Rafter John Rafter's Coopers & Lybrand Experience October 1985 - May 1987
Job Partner at Rafter, Lewis & Associates, CPAs
Industry Accounting
Experience
Rafter, Lewis & Associates, CPAs October 2012 - Present
ParenteBeard LLC June 2000 - November 2012
Rafter & Associates, PC September 1990 - May 2000
St. Clair & Associates June 1987 - August 1990
Coopers & Lybrand October 1985 - May 1987
Margolis & Company January 1982 - September 1985
Skills
CPA, Corporate Tax, GAAP, Tax, Forensic Accounting, Income Tax, Partnership Taxation, Tax Research, Tax Preparation, Accounting, Financial Reporting
Education
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Rafter, Lewis & Associates, CPAs October 2012 - Present
ParenteBeard LLC June 2000 - November 2012
Rafter & Associates, PC September 1990 - May 2000
St. Clair & Associates June 1987 - August 1990
Coopers & Lybrand October 1985 - May 1987
Margolis & Company January 1982 - September 1985
Skills
CPA, Corporate Tax, GAAP, Tax, Forensic Accounting, Income Tax, Partnership Taxation, Tax Research, Tax Preparation, Accounting, Financial Reporting
Education
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Joseph DiCiaula Joseph DiCiaula's Coopers & Lybrand Experience June 1988 - August 1990
Job Vice President, Credit at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank November 2004 - Present
Harris Bank 1994 - 2004
Busey Bank August 1990 - July 1994
Coopers & Lybrand June 1988 - August 1990
Skills
Credit, Auditing, Due Diligence, Credit Analysis, Risk Management, Corporate Finance, Investments, Commercial Lending, Loans, Customer Service, Commercial Banking, Portfolio Management, Real Estate Economics, Financial Analysis, Asset Managment, Consumer Lending, Credit Risk, Asset Based Lending, Mergers, Banking, Financial Risk, Management, Underwriting, Middle Market
Education
DePaul University 1984 — 1988
BS, Accounting
BMO Harris Bank November 2004 - Present
Harris Bank 1994 - 2004
Busey Bank August 1990 - July 1994
Coopers & Lybrand June 1988 - August 1990
Skills
Credit, Auditing, Due Diligence, Credit Analysis, Risk Management, Corporate Finance, Investments, Commercial Lending, Loans, Customer Service, Commercial Banking, Portfolio Management, Real Estate Economics, Financial Analysis, Asset Managment, Consumer Lending, Credit Risk, Asset Based Lending, Mergers, Banking, Financial Risk, Management, Underwriting, Middle Market
Education
DePaul University 1984 — 1988
BS, Accounting
Lynn Geerdes's Coopers & Lybrand Experience June 1990 - August 1994
Job Attorney at Clausen Miller PC
Industry Legal Services
Experience
Clausen Miller PC August 2007 - March 2015
Meckler Bulger Tilson Marick & Pearson LLP September 2004 - August 2007
McGuireWoods July 2003 - September 2004
Ross & Hardies April 2000 - July 2003
Oppenheimer Wolff & Donnelly May 1997 - April 2000
Coopers & Lybrand June 1990 - August 1994
Skills
Legal Research, Appeals, Arbitration, Legal Writing, Mediation, Employment Law, Courts, Trial Practice, Intellectual Property, Insurance Law, Corporate Law, Construction Law, Trials, Litigation Management, Trade Secrets, Torts
Education
University of Iowa College of Law 1994 — 1997
Doctor of Law (J.D.)
Drake University 1988 — 1990
BSBA, Actuarial Science (Mathematics)
Macalester College 1986 — 1988
Math/English
Grundy Center Community School
Clausen Miller PC August 2007 - March 2015
Meckler Bulger Tilson Marick & Pearson LLP September 2004 - August 2007
McGuireWoods July 2003 - September 2004
Ross & Hardies April 2000 - July 2003
Oppenheimer Wolff & Donnelly May 1997 - April 2000
Coopers & Lybrand June 1990 - August 1994
Skills
Legal Research, Appeals, Arbitration, Legal Writing, Mediation, Employment Law, Courts, Trial Practice, Intellectual Property, Insurance Law, Corporate Law, Construction Law, Trials, Litigation Management, Trade Secrets, Torts
Education
University of Iowa College of Law 1994 — 1997
Doctor of Law (J.D.)
Drake University 1988 — 1990
BSBA, Actuarial Science (Mathematics)
Macalester College 1986 — 1988
Math/English
Grundy Center Community School
Thomas PB Frater Thomas PB Frater's Coopers & Lybrand Experience January 1990 - April 1993
Job Merchant Banking Boutique
Industry Investment Banking
Experience
Hussar & Co., LLC February 2012 - Present
Tea House Partners, LLC April 2004 - February 2012
Risdon International, Inc. November 2006 - June 2010
MacDermid 2001 - 2004
AKL Flexo Tech January 1999 - September 2001
TigerPack Capital Ltd 1994 - 1998
Cofinec GmbH May 1993 - August 1994
Coopers & Lybrand January 1990 - April 1993
American Retail Group, Inc. (formerly AMCENA Corp.) November 1987 - December 1989
Skills
Mergers, Investment Banking, Emerging Markets, Capital, Start-ups, Venture Capital, Corporate Finance, Business Strategy, Private Placements, Private Equity, Due Diligence, Investments, Valuation, Business Valuation, Restructuring, Marketing Strategy, Asset Management, Business Planning, Finance, Financial Modeling, Investor Relations, IPO, Corporate Development, Leveraged Finance, Joint Ventures, Mergers, Strategy
Education
University of Pennsylvania 1984 — 1987
BA, History, Economics
Denison University 1983 — 1984
none, Economics
The Lawrenceville School 1982 — 1983
PG
Moses Brown School 1974 — 1982
HS
Hussar & Co., LLC February 2012 - Present
Tea House Partners, LLC April 2004 - February 2012
Risdon International, Inc. November 2006 - June 2010
MacDermid 2001 - 2004
AKL Flexo Tech January 1999 - September 2001
TigerPack Capital Ltd 1994 - 1998
Cofinec GmbH May 1993 - August 1994
Coopers & Lybrand January 1990 - April 1993
American Retail Group, Inc. (formerly AMCENA Corp.) November 1987 - December 1989
Skills
Mergers, Investment Banking, Emerging Markets, Capital, Start-ups, Venture Capital, Corporate Finance, Business Strategy, Private Placements, Private Equity, Due Diligence, Investments, Valuation, Business Valuation, Restructuring, Marketing Strategy, Asset Management, Business Planning, Finance, Financial Modeling, Investor Relations, IPO, Corporate Development, Leveraged Finance, Joint Ventures, Mergers, Strategy
Education
University of Pennsylvania 1984 — 1987
BA, History, Economics
Denison University 1983 — 1984
none, Economics
The Lawrenceville School 1982 — 1983
PG
Moses Brown School 1974 — 1982
HS
Frank Recchia Frank Recchia's Coopers & Lybrand Experience 1983 - 1989
Job Senior Director, Controller at McGrawHill Education College Division
Industry Financial Services
Experience
McGraw-Hill Education - College Division May 2015 - Present
Saint Xavier University May 2014 - May 2015
Northwestern University March 2013 - May 2015
DePaul University January 2009 - January 2015
McGraw-Hill Higher Education February 2001 - November 2013
Tribune Company May 1989 - September 2000
Coopers & Lybrand 1983 - 1989
Skills
Accounting, Financial Reporting, Financial Analysis, Forecasting, Budgets, Leadership, Finance, Mergers & Acquisitions, Access, Auditing, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Analysis, Strategic Planning, Team Building, Business Process..., Business Analysis, Business Strategy, Financial Accounting, Cross-functional Team..., Inventory Management, Change Management, Strategic Financial..., Cost Accounting, Teaching, Coaching, Mentoring
Education
DePaul University 1981 — 1983
Master's degree, Accounting
DePaul University 1978 — 1983
Bachelor's degree, Accounting
McGraw-Hill Education - College Division May 2015 - Present
Saint Xavier University May 2014 - May 2015
Northwestern University March 2013 - May 2015
DePaul University January 2009 - January 2015
McGraw-Hill Higher Education February 2001 - November 2013
Tribune Company May 1989 - September 2000
Coopers & Lybrand 1983 - 1989
Skills
Accounting, Financial Reporting, Financial Analysis, Forecasting, Budgets, Leadership, Finance, Mergers & Acquisitions, Access, Auditing, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Analysis, Strategic Planning, Team Building, Business Process..., Business Analysis, Business Strategy, Financial Accounting, Cross-functional Team..., Inventory Management, Change Management, Strategic Financial..., Cost Accounting, Teaching, Coaching, Mentoring
Education
DePaul University 1981 — 1983
Master's degree, Accounting
DePaul University 1978 — 1983
Bachelor's degree, Accounting
Adriana Franco, CADC II, ICADC, WTS Adriana Franco, CADC II, ICADC, WTS's Coopers & Lybrand Experience 1986 - 1987
Job Social Work Mental Health Intern at Presence Health Saints Mary and Elizabeth Medical Center
Industry Mental Health Care
Experience
University of Illinois at Chicago - Jane Addams College of Social Work 2013 - 2015
Youth Outreach Services September 2013 - May 2014
Self move June 2012 - February 2013
Gacer Medical Group March 2012 - May 2012
HealthNet Insurance October 2008 - February 2012
Alternatives for Better Living April 2005 - May 2011
BACR 2007 - 2008
Sears, Roebuck and Co. June 1991 - July 1992
Mc Donalds 1992 - 1992
Coopers & Lybrand 1986 - 1987
Skills
Crisis Intervention, Social Services, Psychotherapy, Case Managment, Case Management, Mental Health Counseling, Treatment, Community Outreach, Group Therapy, Family Therapy, Intakes, Counseling Psychology, Motivational..., Play Therapy, Clinical Supervision, Interventions, Technology Needs..., CBT, Adolescents, Stress Management, Program Development, Program Evaluation, Social Skills, Clinical Research, Environmental Impact..., Rehabs, Therapists, Behavioral Health, Google Groups, Mental Health, Psychology, Plannning, Prevention, Conflict Resolution, Mindfulness, Rehabilitation, Nonprofits, Psychological Assessment, Inpatient, Supervisory Skills, Workshop Facilitation, Addiction Recovery, Chemical Dependency, Career Counseling, Public Health, Self-esteem, Student Affairs, Grief Counseling, Grant Writing, Resume Writing
Education
UIC Jane Addams School of Social Work 2013 — 2016
Master of Social Work (M.S.W.), Social Work, 4.0
University of California, Berkeley 2005 — 2005
Alcohol & Drug Abuse Certification, Behavioral and Health Sciences, 4.0
DePaul University 1989 — 1991
Bachellors, Liberal Arts
Liceo 9 1972 — 1977
Bachillerato, Sciences
University of Illinois at Chicago - Jane Addams College of Social Work 2013 - 2015
Youth Outreach Services September 2013 - May 2014
Self move June 2012 - February 2013
Gacer Medical Group March 2012 - May 2012
HealthNet Insurance October 2008 - February 2012
Alternatives for Better Living April 2005 - May 2011
BACR 2007 - 2008
Sears, Roebuck and Co. June 1991 - July 1992
Mc Donalds 1992 - 1992
Coopers & Lybrand 1986 - 1987
Skills
Crisis Intervention, Social Services, Psychotherapy, Case Managment, Case Management, Mental Health Counseling, Treatment, Community Outreach, Group Therapy, Family Therapy, Intakes, Counseling Psychology, Motivational..., Play Therapy, Clinical Supervision, Interventions, Technology Needs..., CBT, Adolescents, Stress Management, Program Development, Program Evaluation, Social Skills, Clinical Research, Environmental Impact..., Rehabs, Therapists, Behavioral Health, Google Groups, Mental Health, Psychology, Plannning, Prevention, Conflict Resolution, Mindfulness, Rehabilitation, Nonprofits, Psychological Assessment, Inpatient, Supervisory Skills, Workshop Facilitation, Addiction Recovery, Chemical Dependency, Career Counseling, Public Health, Self-esteem, Student Affairs, Grief Counseling, Grant Writing, Resume Writing
Education
UIC Jane Addams School of Social Work 2013 — 2016
Master of Social Work (M.S.W.), Social Work, 4.0
University of California, Berkeley 2005 — 2005
Alcohol & Drug Abuse Certification, Behavioral and Health Sciences, 4.0
DePaul University 1989 — 1991
Bachellors, Liberal Arts
Liceo 9 1972 — 1977
Bachillerato, Sciences
Jan Stefanski Jan Stefanski's Coopers & Lybrand Experience July 1982 - July 1987
Job "Making fuzzy things clear" from planning to strategic operations by consulting, facilitation, coaching and training
Industry Management Consulting
Experience
Janus Consulting, Inc January 1995 - Present
Digital Equipment Corporation August 1987 - December 1994
Coopers & Lybrand July 1982 - July 1987
Conrail October 1977 - June 1982
IBM December 1972 - October 1977
Skills
Executive Coaching, Management Consulting, Change Management, Strategic Planning, Leadership Development, Coaching, Consulting, Business Process..., Workshop Facilitation, Executive Development, Process Improvement, Culture Change, Organizational..., Strategy, Team Building, Organizational Design, Organizational..., Project Management, Training, 360 Feedback, Business Transformation, Training & Development, Cross-functional Team..., Large Group Facilitation, Performance Management, facilitation, Employee Engagement, Business Process, Human Resources, Management Development, Analysis, Project Facilitation, Decision Making Skills, Organizational Change, Planning, Process Mapping, Change Leadership, Process Consulting, Open Space Facilitation, Leadership Retreats, Performance Improvement, MBTI, Integration, Management, Meeting Planning, cultural due diligence, Presenter, generalist, mentor
Education
Drexel University - College of Business and Administration 1974 — 1980
MBA, Finance
Saint Joseph's University 1968 — 1972
BS, Physics
Janus Consulting, Inc January 1995 - Present
Digital Equipment Corporation August 1987 - December 1994
Coopers & Lybrand July 1982 - July 1987
Conrail October 1977 - June 1982
IBM December 1972 - October 1977
Skills
Executive Coaching, Management Consulting, Change Management, Strategic Planning, Leadership Development, Coaching, Consulting, Business Process..., Workshop Facilitation, Executive Development, Process Improvement, Culture Change, Organizational..., Strategy, Team Building, Organizational Design, Organizational..., Project Management, Training, 360 Feedback, Business Transformation, Training & Development, Cross-functional Team..., Large Group Facilitation, Performance Management, facilitation, Employee Engagement, Business Process, Human Resources, Management Development, Analysis, Project Facilitation, Decision Making Skills, Organizational Change, Planning, Process Mapping, Change Leadership, Process Consulting, Open Space Facilitation, Leadership Retreats, Performance Improvement, MBTI, Integration, Management, Meeting Planning, cultural due diligence, Presenter, generalist, mentor
Education
Drexel University - College of Business and Administration 1974 — 1980
MBA, Finance
Saint Joseph's University 1968 — 1972
BS, Physics
Alex Maritczak's Coopers & Lybrand Experience 1995 - 1998
Job Director of Product Operations at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. January 2014 - Present
Ally Financial Inc. March 2008 - December 2013
Chrysler LLC 2004 - 2008
Stout Risius Ross 2003 - 2004
Deloitte Consulting 2001 - 2003
Delphi 1998 - 2000
Coopers & Lybrand 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Financial Services, Mergers, Corporate Finance, Due Diligence, Automotive, Financial Reporting, Business Strategy, Finance, Asset Managment, Vehicle Remarketing, Strategic Planning, Coaching, Business Process..., Process Improvement, Strategy, Forecasting, Asset Management, Risk Management, Mergers & Acquisitions, Accounting, Internal Controls, Cross-functional Team..., Management, Leadership, Business Analysis, Program Management, Consulting, Team Building
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting/Finance
Immaculate Conception 1987 — 1991
Ally Financial Inc. January 2014 - Present
Ally Financial Inc. March 2008 - December 2013
Chrysler LLC 2004 - 2008
Stout Risius Ross 2003 - 2004
Deloitte Consulting 2001 - 2003
Delphi 1998 - 2000
Coopers & Lybrand 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Financial Services, Mergers, Corporate Finance, Due Diligence, Automotive, Financial Reporting, Business Strategy, Finance, Asset Managment, Vehicle Remarketing, Strategic Planning, Coaching, Business Process..., Process Improvement, Strategy, Forecasting, Asset Management, Risk Management, Mergers & Acquisitions, Accounting, Internal Controls, Cross-functional Team..., Management, Leadership, Business Analysis, Program Management, Consulting, Team Building
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting/Finance
Immaculate Conception 1987 — 1991
R. S o u v i r o n's Coopers & Lybrand Experience 1995 - 1997
Job D e c o l a r . c o m
Industry Internet
Experience
D e c o l a r . c o m August 1999 - Present
Stet France Telecom August 1999 - December 2000
Coopers & Lybrand 1995 - 1997
Education
Fuqua School of Business / Duke University 1997 — 1999
MBA
Universidad de 'San Andrés' 1990 — 1994
D e c o l a r . c o m August 1999 - Present
Stet France Telecom August 1999 - December 2000
Coopers & Lybrand 1995 - 1997
Education
Fuqua School of Business / Duke University 1997 — 1999
MBA
Universidad de 'San Andrés' 1990 — 1994
John G Kruszewski, MBA's Coopers & Lybrand Experience 1989 - 1994
Job Seeking new opportunities to apply operations expertise to projects and technology.
Industry Financial Services
Experience
The Oakleaf Group November 2013 - November 2014
Sycamore Ridge Homeowners Association (SRHOA) January 1998 - December 2013
Anvil Group LLC September 2008 - October 2013
KPMG LLP May 1999 - July 2008
Project Management October 1997 - April 1999
Freddie Mac August 1994 - September 1997
Coopers & Lybrand 1989 - 1994
Skills
Operations Management, Real Estate Finance, Cross-functional Team..., Integration, Mortgage Banking, Real Estate Economics, Building Coalitions, Business Intelligence, Strategic Planning, Financial Analysis, Risk Management, Program Management, Financial Risk, Portfolio Management, Process Improvement, Securitization, Analysis, Banking, Mergers, Loans, Mergers & Acquisitions, Business Process, Leadership, Analytics, Management, Forecasting, Financial Services, Accounting, Financial Modeling, Mortgage Lending, Financial Structuring
Education
Drexel University
BS, Computer Systems & Operations Management
George Mason University - School of Business
MBA, Management & Finance
University of Oxford
Kellog Institute - Leadership Certificate Program, International Business, Trade & Management
The Oakleaf Group November 2013 - November 2014
Sycamore Ridge Homeowners Association (SRHOA) January 1998 - December 2013
Anvil Group LLC September 2008 - October 2013
KPMG LLP May 1999 - July 2008
Project Management October 1997 - April 1999
Freddie Mac August 1994 - September 1997
Coopers & Lybrand 1989 - 1994
Skills
Operations Management, Real Estate Finance, Cross-functional Team..., Integration, Mortgage Banking, Real Estate Economics, Building Coalitions, Business Intelligence, Strategic Planning, Financial Analysis, Risk Management, Program Management, Financial Risk, Portfolio Management, Process Improvement, Securitization, Analysis, Banking, Mergers, Loans, Mergers & Acquisitions, Business Process, Leadership, Analytics, Management, Forecasting, Financial Services, Accounting, Financial Modeling, Mortgage Lending, Financial Structuring
Education
Drexel University
BS, Computer Systems & Operations Management
George Mason University - School of Business
MBA, Management & Finance
University of Oxford
Kellog Institute - Leadership Certificate Program, International Business, Trade & Management
Richard Wise's Coopers & Lybrand Experience January 1989 - March 1994
Job
Industry Accounting
Experience
Retired October 2014 - Present
Emdeon March 2009 - September 2014
Gaylord Entertainment Company September 2003 - March 2009
Baxter International 2000 - 2002
G.D. Searle & Co. March 1994 - October 2000
Coopers & Lybrand January 1989 - March 1994
PricewaterhouseCoopers LLP 1989 - 1993
Bristol-Myers Squibb January 1988 - January 1989
SmithKline Beckman March 1986 - January 1988
KPMG September 1978 - March 1986
Skills
Tax Accounting, Tax, International Tax, Mergers & Acquisitions, Restructuring, Income Tax, Finance, GAAP, Transfer Pricing, Tax Law, Due Diligence, Financial Reporting, Accounting, Corporate Tax, Tax Returns, Internal Controls, Tax Research, CPA, SEC filings, Sarbanes-Oxley Act, Property Tax, US GAAP, Tax Advisory, Tax Preparation, Valuation, Auditing, Cash Flow, Financial Analysis, Sarbanes-Oxley, Fixed Assets
Education
Widener University 1985 — 1987
MS, Taxation
Drexel University - LeBow College of Business 1968 — 1973
bs, Business Administration
Retired October 2014 - Present
Emdeon March 2009 - September 2014
Gaylord Entertainment Company September 2003 - March 2009
Baxter International 2000 - 2002
G.D. Searle & Co. March 1994 - October 2000
Coopers & Lybrand January 1989 - March 1994
PricewaterhouseCoopers LLP 1989 - 1993
Bristol-Myers Squibb January 1988 - January 1989
SmithKline Beckman March 1986 - January 1988
KPMG September 1978 - March 1986
Skills
Tax Accounting, Tax, International Tax, Mergers & Acquisitions, Restructuring, Income Tax, Finance, GAAP, Transfer Pricing, Tax Law, Due Diligence, Financial Reporting, Accounting, Corporate Tax, Tax Returns, Internal Controls, Tax Research, CPA, SEC filings, Sarbanes-Oxley Act, Property Tax, US GAAP, Tax Advisory, Tax Preparation, Valuation, Auditing, Cash Flow, Financial Analysis, Sarbanes-Oxley, Fixed Assets
Education
Widener University 1985 — 1987
MS, Taxation
Drexel University - LeBow College of Business 1968 — 1973
bs, Business Administration
Bob Butterbaugh's Coopers & Lybrand Experience November 1985 - January 1990
Job Managing Director at Grant McCarthy Group, LLC and Commercial Real Estate Consultant
Industry Accounting
Experience
Grant McCarthy Group, LLC September 2006 - Present
PriceWaterhouseCoopers LLP March 1994 - August 2006
Kraft General Foods December 1990 - March 1994
MCI Communications January 1990 - December 1990
Coopers & Lybrand November 1985 - January 1990
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, Finance
Indiana University - Kelley School of Business 1980 — 1983
B.S., Business Administration - Accounting
Grant McCarthy Group, LLC September 2006 - Present
PriceWaterhouseCoopers LLP March 1994 - August 2006
Kraft General Foods December 1990 - March 1994
MCI Communications January 1990 - December 1990
Coopers & Lybrand November 1985 - January 1990
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, Finance
Indiana University - Kelley School of Business 1980 — 1983
B.S., Business Administration - Accounting
Terry Thompson's Coopers & Lybrand Experience 1993 - 1997
Job
Industry Law Practice
Experience
Ropes & Gray LLP 2013 - Present
DF King Worldwide 2012 - 2013
Mercer 2008 - 2011
Mercer 2006 - 2008
Mirant 2004 - 2006
Delta Air Lines 2002 - 2004
The Boston Consulting Group 1998 - 2002
Coopers & Lybrand 1993 - 1997
Skills
Strategic Leadership, Business Transformation, Restructuring, Business Growth, Organizational..., Operations Management, Portfolio Strategy, Organizational Design, Employee Engagement, Leadership Development, Staff Development, Mergers, Acquisition Integration, Strategic Partnerships, Functional Management, Finance, Strategic Planning, Cost Reduction, Corporate Real Estate, IT Management, Change Management, Business Strategy, Process Management, Financial Reporting, Financial Control, Performance Management, Business Development, Management, Negotiation, Mergers & Acquisitions, Valuation, Business Process..., Outsourcing, Investor Relations, Cross-functional Team..., Process Improvement, Start-ups, Financial Audits, Portfolio Management, Strategy, Risk Management, Leadership, Financial Analysis, Financial Modeling, Corporate Development, Executive Management
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration
Villanova University 1990 — 1994
Bachelor of Science, Accountancy
Ropes & Gray LLP 2013 - Present
DF King Worldwide 2012 - 2013
Mercer 2008 - 2011
Mercer 2006 - 2008
Mirant 2004 - 2006
Delta Air Lines 2002 - 2004
The Boston Consulting Group 1998 - 2002
Coopers & Lybrand 1993 - 1997
Skills
Strategic Leadership, Business Transformation, Restructuring, Business Growth, Organizational..., Operations Management, Portfolio Strategy, Organizational Design, Employee Engagement, Leadership Development, Staff Development, Mergers, Acquisition Integration, Strategic Partnerships, Functional Management, Finance, Strategic Planning, Cost Reduction, Corporate Real Estate, IT Management, Change Management, Business Strategy, Process Management, Financial Reporting, Financial Control, Performance Management, Business Development, Management, Negotiation, Mergers & Acquisitions, Valuation, Business Process..., Outsourcing, Investor Relations, Cross-functional Team..., Process Improvement, Start-ups, Financial Audits, Portfolio Management, Strategy, Risk Management, Leadership, Financial Analysis, Financial Modeling, Corporate Development, Executive Management
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration
Villanova University 1990 — 1994
Bachelor of Science, Accountancy
Ralph Harris's Coopers & Lybrand Experience 1987 - 1989
Job Deputy Council Chief of Staff at City of Richmond
Industry Government Administration
Experience
City of Richmond September 2009 - Present
City of Richmond November 2007 - August 2009
Saxon Mortgage December 2003 - November 2007
City of Richmond August 2000 - August 2001
City of Chesapeake 1997 - 2000
City of Newport News 1992 - 1997
Coopers & Lybrand 1987 - 1989
Education
William & Mary 2001 — 2003
MPP, State & Local Policy
Duke University 1989 — 1992
MDiv, Christian Education
University of Virginia 1983 — 1987
BS, Accounting
City of Richmond September 2009 - Present
City of Richmond November 2007 - August 2009
Saxon Mortgage December 2003 - November 2007
City of Richmond August 2000 - August 2001
City of Chesapeake 1997 - 2000
City of Newport News 1992 - 1997
Coopers & Lybrand 1987 - 1989
Education
William & Mary 2001 — 2003
MPP, State & Local Policy
Duke University 1989 — 1992
MDiv, Christian Education
University of Virginia 1983 — 1987
BS, Accounting
John Mann's Coopers & Lybrand Experience 1987 - 1990
Job Vice President US Tax at Walgreens Boots Alliance (previously Walgreen Co.)
Industry Retail
Experience
Walgreens Boots Alliance (Previously Walgreen Co.) April 2008 - Present
The ServiceMaster Company July 2000 - October 2007
Dean Foods September 1996 - June 2000
R.R. Donnelley & Sons Company January 1991 - September 1996
Coopers & Lybrand 1987 - 1990
Price Waterhouse 1981 - 1987
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2001
MBA, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1983
MS, Taxation
Olivet Nazarene University 1975 — 1979
Bachelor of Science (BS), Accounting
Walgreens Boots Alliance (Previously Walgreen Co.) April 2008 - Present
The ServiceMaster Company July 2000 - October 2007
Dean Foods September 1996 - June 2000
R.R. Donnelley & Sons Company January 1991 - September 1996
Coopers & Lybrand 1987 - 1990
Price Waterhouse 1981 - 1987
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2001
MBA, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1983
MS, Taxation
Olivet Nazarene University 1975 — 1979
Bachelor of Science (BS), Accounting
Joseph LaValle's Coopers & Lybrand Experience September 1976 - July 1980
Job Principal Consultant with Health Data Engineers
Industry Information Technology and Services
Experience
Health Data Engineers (HDE) August 2010 - Present
First Choice Professionals; Paradise Valley, AZ November 2005 - August 2010
PCS IT SERVICES GROUP, INC June 1992 - November 2005
J A LAVALLE ASSOCIATES August 1988 - May 1992
PCI SYSTEMS, INC July 1980 - August 1988
COOPERS & LYBRAND September 1976 - July 1980
Education
Eastern Kentucky University 1962 — 1966
BS, Health and Rehabilitation
Eastern Kentucky University 1962 — 1966
Health Data Engineers (HDE) August 2010 - Present
First Choice Professionals; Paradise Valley, AZ November 2005 - August 2010
PCS IT SERVICES GROUP, INC June 1992 - November 2005
J A LAVALLE ASSOCIATES August 1988 - May 1992
PCI SYSTEMS, INC July 1980 - August 1988
COOPERS & LYBRAND September 1976 - July 1980
Education
Eastern Kentucky University 1962 — 1966
BS, Health and Rehabilitation
Eastern Kentucky University 1962 — 1966
David Frank's Coopers & Lybrand Experience 1987 - 1990
Job VP of Tax at Ametek, Inc.
Industry Accounting
Experience
Ametek, Inc. July 2007 - Present
Armstrong World Industries 1999 - 2007
Arco Chemical Company 1990 - December 1996
Arco Chemical (Europe) Inc. 1994 - 1996
Coopers & Lybrand 1987 - 1990
Skills
International Tax, Tax, Compliance, Sarbanes-Oxley Act, Corporate Law, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Corporate Tax, Accounting, US GAAP, GAAP, Internal Controls, Auditing, CPA, Mergers & Acquisitions, Due Diligence, Restructuring, SEC filings, Tax Advisory
Education
Temple University 1988 — 1990
MST, Taxation
Drexel University - College of Business and Administration
Bachelor of Science (B.S.), Business Admin
Ametek, Inc. July 2007 - Present
Armstrong World Industries 1999 - 2007
Arco Chemical Company 1990 - December 1996
Arco Chemical (Europe) Inc. 1994 - 1996
Coopers & Lybrand 1987 - 1990
Skills
International Tax, Tax, Compliance, Sarbanes-Oxley Act, Corporate Law, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Corporate Tax, Accounting, US GAAP, GAAP, Internal Controls, Auditing, CPA, Mergers & Acquisitions, Due Diligence, Restructuring, SEC filings, Tax Advisory
Education
Temple University 1988 — 1990
MST, Taxation
Drexel University - College of Business and Administration
Bachelor of Science (B.S.), Business Admin
Fred Caslavka's Coopers & Lybrand Experience November 1986 - November 1988
Job CFO at Landscape Structures Inc
Industry Sporting Goods
Experience
Landscape Structures Inc July 1991 - Present
Browning-Ferris Industries, Inc. July 1990 - July 1991
Browning-Ferris Industries, Inc. July 1990 - July 1991
Browning-Ferris Industries, Inc. November 1988 - July 1990
Coopers & Lybrand November 1986 - November 1988
Touche Ross & Co. July 1984 - November 1986
Skills
Process Improvement, Strategic Planning, New Business Development, Product Development, Team Building, Forecasting, Leadership, Management, Cross-functional Team..., Marketing Strategy, Executive Management, Budgets, Strategy, Business Strategy, Operations Management, Business Analysis, Product Management, Financial Analysis
Education
University of Saint Thomas 2010 — 2013
Master of Business Administration (M.B.A.), Executive MBA, With Honors
Drake University 1979 — 1984
Accounting, finance and operations management
Landscape Structures Inc July 1991 - Present
Browning-Ferris Industries, Inc. July 1990 - July 1991
Browning-Ferris Industries, Inc. July 1990 - July 1991
Browning-Ferris Industries, Inc. November 1988 - July 1990
Coopers & Lybrand November 1986 - November 1988
Touche Ross & Co. July 1984 - November 1986
Skills
Process Improvement, Strategic Planning, New Business Development, Product Development, Team Building, Forecasting, Leadership, Management, Cross-functional Team..., Marketing Strategy, Executive Management, Budgets, Strategy, Business Strategy, Operations Management, Business Analysis, Product Management, Financial Analysis
Education
University of Saint Thomas 2010 — 2013
Master of Business Administration (M.B.A.), Executive MBA, With Honors
Drake University 1979 — 1984
Accounting, finance and operations management
Prescott Little's Coopers & Lybrand Experience 1982 - 1985
Job Owner, CoxLittle & Company
Industry Information Technology and Services
Experience
Cox-Little & Company 1985 - Present
Coopers & Lybrand 1982 - 1985
Computer Systems Inc. 1972 - 1982
Skills
ERP, SAP, Business Intelligence, Cognos, PMP, Business Analysis, Integration, Business Process, Program Management, SDLC, Process Improvement, IT Recruitment, Risk Management, Business Process..., Strategic Planning, Management
Education
Duke University - The Fuqua School of Business 1970 — 1972
MBA, Management
Duke University 1964 — 1968
BS, Math
Andover 1961 — 1964
Cox-Little & Company 1985 - Present
Coopers & Lybrand 1982 - 1985
Computer Systems Inc. 1972 - 1982
Skills
ERP, SAP, Business Intelligence, Cognos, PMP, Business Analysis, Integration, Business Process, Program Management, SDLC, Process Improvement, IT Recruitment, Risk Management, Business Process..., Strategic Planning, Management
Education
Duke University - The Fuqua School of Business 1970 — 1972
MBA, Management
Duke University 1964 — 1968
BS, Math
Andover 1961 — 1964
Lynette Ackman's Coopers & Lybrand Experience 1993 - 1996
Job Associate Actuary at Symetra
Industry Insurance
Experience
Symetra August 2014 - Present
PolySystems August 2001 - August 2014
Greeley Citizen March 2009 - December 2011
Mousabilities July 2006 - December 2008
Incent Inc. 2000 - 2001
Davis Conder Enderle & Sloan 1996 - 2000
Coopers & Lybrand 1993 - 1996
Hewitt Associates 1990 - 1993
Farm Bureau Financial Services 1989 - 1990
Skills
Actuarial Science, Pensions, Insurance, Retirement, VBA, Access, Microsoft Excel, Defined Benefit, Fixed Annuities, Solvency II, ALM, Employee Benefits, Reinsurance, feline health, Equity Indexed Annuities, VBScript, feline nutrition, Personal Financial..., Accounting, Bookkeeping, Writing, Not-for-profit, cat care, FAS133, PolySystems
Education
Drake University 1986 — 1990
BSBA, Actuarial Science, Accounting
Symetra August 2014 - Present
PolySystems August 2001 - August 2014
Greeley Citizen March 2009 - December 2011
Mousabilities July 2006 - December 2008
Incent Inc. 2000 - 2001
Davis Conder Enderle & Sloan 1996 - 2000
Coopers & Lybrand 1993 - 1996
Hewitt Associates 1990 - 1993
Farm Bureau Financial Services 1989 - 1990
Skills
Actuarial Science, Pensions, Insurance, Retirement, VBA, Access, Microsoft Excel, Defined Benefit, Fixed Annuities, Solvency II, ALM, Employee Benefits, Reinsurance, feline health, Equity Indexed Annuities, VBScript, feline nutrition, Personal Financial..., Accounting, Bookkeeping, Writing, Not-for-profit, cat care, FAS133, PolySystems
Education
Drake University 1986 — 1990
BSBA, Actuarial Science, Accounting
Sharon Kern's Coopers & Lybrand Experience 1991 - 1996
Job Independent Accounting Professional
Industry Accounting
Experience
coopers & lybrand 1991 - 1996
Education
Drexel University
coopers & lybrand 1991 - 1996
Education
Drexel University
Scott Lichtblau's Coopers & Lybrand Experience April 1995 - 1997
Job Senior Network Architect at SITA
Industry Airlines/Aviation
Experience
SITA February 2006 - Present
SITA April 2004 - February 2006
SITA August 1998 - April 2004
XL Connect 1997 - 1998
Coopers & Lybrand April 1995 - 1997
Long Island Lighting Company January 1992 - April 1995
AIL Systems Inc June 1989 - January 1992
Skills
catos, eigrp, hsrp, Cisco IP Telephony, IPSec, ASA, Cisco Technologies, EIGRP, HSRP, CatOS, Network Design, Network Architecture, Campus Network Design, MPLS, mpls vpn, MPLS VPN, Network Administration, Switches, OSPF, Cisco Routers, Routers, Firewalls, ITIL, VPN, Cisco Nexus, CCNA, LAN-WAN, Network Engineering, WAN, Cisco Certified, TCP/IP, Cisco Wireless, Networking, QoS, CCNP, Routing, Data Center, Cisco IOS, Network Security, Juniper, Routing Protocols, Load Balancing, BGP, Frame Relay, LAN Switching, Catalyst Switches, Project Management
Education
Drexel University 1985 — 1989
Bachelor of Science (BS), Electrical and Computer Engineering
SITA February 2006 - Present
SITA April 2004 - February 2006
SITA August 1998 - April 2004
XL Connect 1997 - 1998
Coopers & Lybrand April 1995 - 1997
Long Island Lighting Company January 1992 - April 1995
AIL Systems Inc June 1989 - January 1992
Skills
catos, eigrp, hsrp, Cisco IP Telephony, IPSec, ASA, Cisco Technologies, EIGRP, HSRP, CatOS, Network Design, Network Architecture, Campus Network Design, MPLS, mpls vpn, MPLS VPN, Network Administration, Switches, OSPF, Cisco Routers, Routers, Firewalls, ITIL, VPN, Cisco Nexus, CCNA, LAN-WAN, Network Engineering, WAN, Cisco Certified, TCP/IP, Cisco Wireless, Networking, QoS, CCNP, Routing, Data Center, Cisco IOS, Network Security, Juniper, Routing Protocols, Load Balancing, BGP, Frame Relay, LAN Switching, Catalyst Switches, Project Management
Education
Drexel University 1985 — 1989
Bachelor of Science (BS), Electrical and Computer Engineering
Chris Trunck's Coopers & Lybrand Experience 1990 - 1992
Job Vice President Tax at Owens Corning
Industry Accounting
Experience
Owens Corning August 2014 - Present
Ferro Corporation February 2011 - March 2014
Timken May 2007 - February 2011
Boeing September 2001 - May 2007
Nalco January 1998 - August 2001
Abbott Laboratories December 1991 - January 1999
Coopers & Lybrand 1990 - 1992
Skills
Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MST, Tax
Miami University 1985 — 1989
Owens Corning August 2014 - Present
Ferro Corporation February 2011 - March 2014
Timken May 2007 - February 2011
Boeing September 2001 - May 2007
Nalco January 1998 - August 2001
Abbott Laboratories December 1991 - January 1999
Coopers & Lybrand 1990 - 1992
Skills
Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MST, Tax
Miami University 1985 — 1989
Marty Ketelaar's Coopers & Lybrand Experience September 1991 - May 1995
Job Vice President, Investor Relations and Corporate Communicatons at Quanex Building Products Corporation
Industry Consumer Services
Experience
Quanex Building Products Corporation September 2012 - Present
ServiceMaster January 2007 - September 2012
AmerUs Group Co. / AvivaUSA May 1995 - January 2007
Aviva Life Insurance 1995 - 2006
Coopers & Lybrand September 1991 - May 1995
Skills
Insurance, Financial Analysis, Strategic Planning, Executive Management, Team Building, Strategic Financial..., Budgets, Competitive Analysis, Financial Reporting, Banking
Education
Drake University 1989 — 1990
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Quanex Building Products Corporation September 2012 - Present
ServiceMaster January 2007 - September 2012
AmerUs Group Co. / AvivaUSA May 1995 - January 2007
Aviva Life Insurance 1995 - 2006
Coopers & Lybrand September 1991 - May 1995
Skills
Insurance, Financial Analysis, Strategic Planning, Executive Management, Team Building, Strategic Financial..., Budgets, Competitive Analysis, Financial Reporting, Banking
Education
Drake University 1989 — 1990
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Daryl Te's Coopers & Lybrand Experience June 1995 - April 1996
Job Associate at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase September 2012 - Present
JPMorgan Chase June 2008 - September 2012
J.P. Morgan Chase June 2006 - June 2008
Chase December 1997 - June 2008
MBNA May 1996 - November 1997
Coopers & Lybrand June 1995 - April 1996
Skills
Software Development, Weblogic, FileNet, Middleware, WebSphere MQ, SOA, SDLC, Oracle, Websphere, Enterprise Architecture, Quality Assurance, Solution Architecture, Shell Scripting, Requirements Analysis, Agile Methodologies, Web Services, Unix
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor of Science (BS), Computer Science
JPMorgan Chase September 2012 - Present
JPMorgan Chase June 2008 - September 2012
J.P. Morgan Chase June 2006 - June 2008
Chase December 1997 - June 2008
MBNA May 1996 - November 1997
Coopers & Lybrand June 1995 - April 1996
Skills
Software Development, Weblogic, FileNet, Middleware, WebSphere MQ, SOA, SDLC, Oracle, Websphere, Enterprise Architecture, Quality Assurance, Solution Architecture, Shell Scripting, Requirements Analysis, Agile Methodologies, Web Services, Unix
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor of Science (BS), Computer Science
Chester Ricker's Coopers & Lybrand Experience 1986 - 1994
Job Vice President & CFO at AVL Michigan Holding Corporation
Industry Research
Experience
AVL Michigan Holding Corporation March 2005 - Present
EFTEC Americas 2003 - 2005
H.B. Fuller 2002 - 2003
EFTEC Americas 1997 - 2003
EMS-Togo Corporation 1995 - 1996
EMS-Togo Corporation 1994 - 1996
Coopers & Lybrand 1986 - 1994
Coopers & Lybrand 1984 - 1986
Fox & Company 1981 - 1984
Skills
Financial Analysis, Mergers, Financial Reporting, Internal Controls, Business Strategy, Forecasting, Automotive, Strategic Planning, Manufacturing, Cross-functional Team..., Managerial Finance, Restructuring, Process Improvement, Accounting, Financial Modeling, Budgets, Product Development, Auditing, New Business Development
Education
Wayne State University 1976 — 1980
BS in Business Administration, Accounting
Eastern Michigan University 1975 — 1976
AVL Michigan Holding Corporation March 2005 - Present
EFTEC Americas 2003 - 2005
H.B. Fuller 2002 - 2003
EFTEC Americas 1997 - 2003
EMS-Togo Corporation 1995 - 1996
EMS-Togo Corporation 1994 - 1996
Coopers & Lybrand 1986 - 1994
Coopers & Lybrand 1984 - 1986
Fox & Company 1981 - 1984
Skills
Financial Analysis, Mergers, Financial Reporting, Internal Controls, Business Strategy, Forecasting, Automotive, Strategic Planning, Manufacturing, Cross-functional Team..., Managerial Finance, Restructuring, Process Improvement, Accounting, Financial Modeling, Budgets, Product Development, Auditing, New Business Development
Education
Wayne State University 1976 — 1980
BS in Business Administration, Accounting
Eastern Michigan University 1975 — 1976
Matthew Harriton's Coopers & Lybrand Experience 1990 - 1994
Job Matthew Harriton, Partner, LS Opportunity, LLC
Industry Investment Management
Experience
LS Opportunity, LLC October 2012 - Present
Creative Arts Workshops for Kids August 2012 - June 2015
SBL Ventures July 2006 - March 2013
AquaMed Technologies, Inc. February 2009 - October 2012
Hydrogel Design Systems, Inc. January 1996 - January 2009
The Argosy Group 1994 - 1996
Coopers & Lybrand 1990 - 1994
First Boston Corporation 1986 - 1988
Skills
Venture Capital, Start-ups, Mergers, Private Equity, Entrepreneurship, Business Strategy, Strategic Partnerships, Strategic Planning, Business Development, Corporate Development, New Business Development, Due Diligence, Business Planning, Product Development, Corporate Finance, Executive Management, Competitive Analysis, Commercialization, Product Management, Marketing Strategy, Investments, Mergers & Acquisitions, Strategy, Emerging Markets, Angel Investing, Investor Relations, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Lehigh University 1982 — 1986
Bachelor of Science (BS), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
BA, Finance
Suffern High School 1978 — 1982
LS Opportunity, LLC October 2012 - Present
Creative Arts Workshops for Kids August 2012 - June 2015
SBL Ventures July 2006 - March 2013
AquaMed Technologies, Inc. February 2009 - October 2012
Hydrogel Design Systems, Inc. January 1996 - January 2009
The Argosy Group 1994 - 1996
Coopers & Lybrand 1990 - 1994
First Boston Corporation 1986 - 1988
Skills
Venture Capital, Start-ups, Mergers, Private Equity, Entrepreneurship, Business Strategy, Strategic Partnerships, Strategic Planning, Business Development, Corporate Development, New Business Development, Due Diligence, Business Planning, Product Development, Corporate Finance, Executive Management, Competitive Analysis, Commercialization, Product Management, Marketing Strategy, Investments, Mergers & Acquisitions, Strategy, Emerging Markets, Angel Investing, Investor Relations, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Lehigh University 1982 — 1986
Bachelor of Science (BS), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
BA, Finance
Suffern High School 1978 — 1982
Eric Schultheis's Coopers & Lybrand Experience 1993 - 1995
Job Director of Taxes at Reliance Standard
Industry Hospital & Health Care
Experience
Reliance Standard May 2014 - Present
Genesis Healthcare August 1998 - May 2014
KPMG March 1995 - August 1998
Coopers & Lybrand 1993 - 1995
Skills
SEC filings, Tax Accounting, Mergers & Acquisitions, Tax, Auditing, Payroll, Healthcare Management, Due Diligence, Accounting, Financial Analysis, Sarbanes-Oxley Act, Healthcare, Project Management, Financial Reporting, Long-term Care, Income Tax, CPA, Tax Research, Corporate Tax, Internal Controls, Budgets
Education
The College of William and Mary - Marshall Wythe Law School 1992 — 1992
LLM, Taxation
Dickinson Law 1988 — 1991
Saint Joseph's University - Erivan K. Haub School of Business 1987 — 1990
MBA, Finance
Ursinus College 1980 — 1984
BA, Economics & Business Administration
Upper Merion High School
Reliance Standard May 2014 - Present
Genesis Healthcare August 1998 - May 2014
KPMG March 1995 - August 1998
Coopers & Lybrand 1993 - 1995
Skills
SEC filings, Tax Accounting, Mergers & Acquisitions, Tax, Auditing, Payroll, Healthcare Management, Due Diligence, Accounting, Financial Analysis, Sarbanes-Oxley Act, Healthcare, Project Management, Financial Reporting, Long-term Care, Income Tax, CPA, Tax Research, Corporate Tax, Internal Controls, Budgets
Education
The College of William and Mary - Marshall Wythe Law School 1992 — 1992
LLM, Taxation
Dickinson Law 1988 — 1991
Saint Joseph's University - Erivan K. Haub School of Business 1987 — 1990
MBA, Finance
Ursinus College 1980 — 1984
BA, Economics & Business Administration
Upper Merion High School
Grady Harrington's Coopers & Lybrand Experience 1993 - 1997
Job President/Owner at Salana Hearing Solutions
Industry Health, Wellness and Fitness
Experience
Salana Hearing Solutions September 2011 - Present
Towers Perrin October 2006 - November 2009
Conde Nast 2003 - 2006
PeopleSoft October 2000 - May 2003
Grady Harrington Group October 1997 - January 2000
Autozone 1997 - 2000
Informix Software January 1997 - October 1997
Coopers & Lybrand 1993 - 1997
Skills
PeopleSoft, Human Resources, Database Administration, Business Analysis, ERP, SDLC, Business Process, Business Intelligence, Business Process..., Leadership, Process Improvement, Start-ups, Consulting, Management Consulting, Strategy, Project Management
Education
Drexel University 1988 — 1993
bs, information science
Salana Hearing Solutions September 2011 - Present
Towers Perrin October 2006 - November 2009
Conde Nast 2003 - 2006
PeopleSoft October 2000 - May 2003
Grady Harrington Group October 1997 - January 2000
Autozone 1997 - 2000
Informix Software January 1997 - October 1997
Coopers & Lybrand 1993 - 1997
Skills
PeopleSoft, Human Resources, Database Administration, Business Analysis, ERP, SDLC, Business Process, Business Intelligence, Business Process..., Leadership, Process Improvement, Start-ups, Consulting, Management Consulting, Strategy, Project Management
Education
Drexel University 1988 — 1993
bs, information science
James R Littley's Coopers & Lybrand Experience September 1986 - December 1996
Job Principal Advisory Services at KPMG LLP
Industry Accounting
Experience
KPMG LLP September 2004 - Present
Deloitte & Touche LLP January 1996 - August 2004
Coopers & Lybrand September 1986 - December 1996
Education
Drexel University
BS, Accounting
Villanova University
MBA
KPMG LLP September 2004 - Present
Deloitte & Touche LLP January 1996 - August 2004
Coopers & Lybrand September 1986 - December 1996
Education
Drexel University
BS, Accounting
Villanova University
MBA
Edward Whelpley's Coopers & Lybrand Experience 1992 - 1994
Job SVP, Finance & Administration
Industry Computer Software
Experience
ARCHER November 2010 - Present
Focused Consulting, Inc. March 2005 - November 2010
SolomonEdwardsGroup June 2001 - February 2005
PwC Consulting July 1997 - May 2001
Coopers & Lybrand 1992 - 1994
Asher & Company, Ltd. June 1990 - December 1992
Skills
Business Analysis, Management Consulting, Compliance, Business Process..., Business Management, SOX, Accounting, Process Improvement, Finance, Strategic Financial..., Requirements Analysis, Auditing, Budgets, Sarbanes-Oxley Act, Business Development, Management, Financial Analysis, Financial Services, Risk Management, Financial Reporting, Payroll, Training, Contract Negotiation
Education
Drexel University 1985 — 1990
BS, Business Administration, Accounting
Drexel University - LeBow College of Business 1985 — 1990
BS, Accounting
ARCHER November 2010 - Present
Focused Consulting, Inc. March 2005 - November 2010
SolomonEdwardsGroup June 2001 - February 2005
PwC Consulting July 1997 - May 2001
Coopers & Lybrand 1992 - 1994
Asher & Company, Ltd. June 1990 - December 1992
Skills
Business Analysis, Management Consulting, Compliance, Business Process..., Business Management, SOX, Accounting, Process Improvement, Finance, Strategic Financial..., Requirements Analysis, Auditing, Budgets, Sarbanes-Oxley Act, Business Development, Management, Financial Analysis, Financial Services, Risk Management, Financial Reporting, Payroll, Training, Contract Negotiation
Education
Drexel University 1985 — 1990
BS, Business Administration, Accounting
Drexel University - LeBow College of Business 1985 — 1990
BS, Accounting
Barbara Vinciguerra's Coopers & Lybrand Experience 1986 - 1990
Job Associate Professor of Accounting at Moravian College
Industry Higher Education
Experience
Moravian College August 2005 - Present
Penn State Great Valley September 1999 - April 2005
SmithKline Beecham Animal Health March 1990 - April 1993
Coopers & Lybrand 1986 - 1990
Skills
Teaching, Higher Education, Auditing, Accounting
Education
Drexel University - LeBow College of Business
Ph.D., Accounting
Temple University - Fox School of Business and Management 1990 — 1993
MBA, Finance
Penn State University 1982 — 1986
Moravian College August 2005 - Present
Penn State Great Valley September 1999 - April 2005
SmithKline Beecham Animal Health March 1990 - April 1993
Coopers & Lybrand 1986 - 1990
Skills
Teaching, Higher Education, Auditing, Accounting
Education
Drexel University - LeBow College of Business
Ph.D., Accounting
Temple University - Fox School of Business and Management 1990 — 1993
MBA, Finance
Penn State University 1982 — 1986
David V. Banks's Coopers & Lybrand Experience September 1992 - October 1995
Job Executive Director Consumer Marketing at AT&T
Industry Telecommunications
Experience
AT&T July 2006 - Present
AT&T January 2002 - July 2006
AT&T January 2000 - January 2002
AT&T October 1997 - January 2000
IGLA October 1995 - October 1997
Coopers & Lybrand September 1992 - October 1995
Skills
Web Analytics, Segmentation, Telecommunications, Direct Marketing, Wireless, Marketing, Customer Acquisition, Start-ups, Marketing Strategy, Multi-channel Marketing, Product Management, Direct Mail, Business Planning, Leadership, Product Marketing, Customer Retention, Competitive Analysis, Customer Experience, B2B, Strategic Partnerships, DSL, Call Centers, Vendor Management, Analytics, Cross-functional Team..., Strategy, CRM, Market Planning, Building Customer..., Go-to-market Strategy, Managed Services, Lead Generation, Broadband, Mobile Devices
Education
Northwestern University - Kellogg School of Management 2004 — 2004
Executive Education - Marketing Strategy
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA Marketing
Purdue University - Krannert School of Management 1988 — 1992
BS Accounting
AT&T July 2006 - Present
AT&T January 2002 - July 2006
AT&T January 2000 - January 2002
AT&T October 1997 - January 2000
IGLA October 1995 - October 1997
Coopers & Lybrand September 1992 - October 1995
Skills
Web Analytics, Segmentation, Telecommunications, Direct Marketing, Wireless, Marketing, Customer Acquisition, Start-ups, Marketing Strategy, Multi-channel Marketing, Product Management, Direct Mail, Business Planning, Leadership, Product Marketing, Customer Retention, Competitive Analysis, Customer Experience, B2B, Strategic Partnerships, DSL, Call Centers, Vendor Management, Analytics, Cross-functional Team..., Strategy, CRM, Market Planning, Building Customer..., Go-to-market Strategy, Managed Services, Lead Generation, Broadband, Mobile Devices
Education
Northwestern University - Kellogg School of Management 2004 — 2004
Executive Education - Marketing Strategy
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA Marketing
Purdue University - Krannert School of Management 1988 — 1992
BS Accounting
Hank Applegate's Coopers & Lybrand Experience 1970 - 1980
Job CFO at ICS Consulting Partners
Industry Outsourcing/Offshoring
Experience
ICS Consulting Partners July 2007 - Present
Accume Partners 2000 - 2007
Mirage Resorts September 1992 - January 1996
Bally's Reno January 1990 - September 1992
Golden Nugget Atlantic City 1983 - 1990
Coopers & Lybrand 1970 - 1980
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Risk Management, Mergers & Acquisitions, Finance, Credit Risk, Financial Risk, Credit, Due Diligence, Operational Risk..., Banking, Auditing, Accounting, Executive Management, SEC filings
Education
Drexel University - College of Business and Administration 1965 — 1970
Bachelor of Science (BS), Accounting and Business/Management
ICS Consulting Partners July 2007 - Present
Accume Partners 2000 - 2007
Mirage Resorts September 1992 - January 1996
Bally's Reno January 1990 - September 1992
Golden Nugget Atlantic City 1983 - 1990
Coopers & Lybrand 1970 - 1980
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Risk Management, Mergers & Acquisitions, Finance, Credit Risk, Financial Risk, Credit, Due Diligence, Operational Risk..., Banking, Auditing, Accounting, Executive Management, SEC filings
Education
Drexel University - College of Business and Administration 1965 — 1970
Bachelor of Science (BS), Accounting and Business/Management
Herb Edwards's Coopers & Lybrand Experience August 1982 - September 1988
Job Director, Business Analysis at City Of Marietta, GA
Industry Utilities
Experience
City Of Marietta, GA December 1999 - Present
Edwards & Associates September 1988 - December 1999
Coopers & Lybrand August 1982 - September 1988
Ebasco Business Consulting Company May 1971 - August 1982
Skills
Data Analysis, Strategic Planning, Project Management, Market Research, Management, Financial Analysis, Cost/Benefit Analysis
Education
Dowling College 1968 — 1971
B.S., Magna cum Laude, Physics
City Of Marietta, GA December 1999 - Present
Edwards & Associates September 1988 - December 1999
Coopers & Lybrand August 1982 - September 1988
Ebasco Business Consulting Company May 1971 - August 1982
Skills
Data Analysis, Strategic Planning, Project Management, Market Research, Management, Financial Analysis, Cost/Benefit Analysis
Education
Dowling College 1968 — 1971
B.S., Magna cum Laude, Physics
Jennifer Keegan's Coopers & Lybrand Experience July 1994 - December 1996
Job Director, US Taxation at McCain Foods
Industry Accounting
Experience
McCain Foods January 2013 - Present
McCain Foods March 2012 - December 2012
McCain Foods March 2012 - November 2012
McCain Foods USA, Inc. December 2001 - February 2012
Deloitte & Touche January 2000 - December 2001
Interstate Brands Corporation January 1997 - January 2000
Coopers & Lybrand July 1994 - December 1996
Skills
Tax, Tax Audits, Corporate Tax, Tax Compliance, Tax Accounting, Auditing, Financial Statements, Fixed Assets, Finance, SAP, Financial Reporting, Transfer Pricing, Internal Controls, Tax Research, Income Tax, Forecasting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MST, Taxation
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
MA, Accounting
University of Iowa - Henry B. Tippie College of Business 1989 — 1992
BBA, Accounting
McCain Foods January 2013 - Present
McCain Foods March 2012 - December 2012
McCain Foods March 2012 - November 2012
McCain Foods USA, Inc. December 2001 - February 2012
Deloitte & Touche January 2000 - December 2001
Interstate Brands Corporation January 1997 - January 2000
Coopers & Lybrand July 1994 - December 1996
Skills
Tax, Tax Audits, Corporate Tax, Tax Compliance, Tax Accounting, Auditing, Financial Statements, Fixed Assets, Finance, SAP, Financial Reporting, Transfer Pricing, Internal Controls, Tax Research, Income Tax, Forecasting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MST, Taxation
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
MA, Accounting
University of Iowa - Henry B. Tippie College of Business 1989 — 1992
BBA, Accounting
John DiPlacido's Coopers & Lybrand Experience 1989 - 1996
Job VP of Finance Head of Regional Controlling, SAP North America
Industry Computer Software
Experience
SAP April 2014 - Present
SAP America July 2013 - March 2014
SAP February 2009 - July 2013
SAP March 2004 - January 2009
SAP May 1999 - February 2005
SAP September 1997 - December 1999
Coopers & Lybrand 1989 - 1996
Skills
SAP, ERP, Business Intelligence, Enterprise Software, SaaS, Sarbanes-Oxley Act, Business Alliances, Go-to-market Strategy, Revenue Recognition, Business Process..., Professional Services, Analytics, Forecasting, SAP ERP, Business Analysis, Business Process, Process Improvement, Mergers, Financial Analysis, Managerial Finance, Accounting, Strategy, Mergers & Acquisitions
Education
Drexel University - College of Business and Administration 1984 — 1988
SAP April 2014 - Present
SAP America July 2013 - March 2014
SAP February 2009 - July 2013
SAP March 2004 - January 2009
SAP May 1999 - February 2005
SAP September 1997 - December 1999
Coopers & Lybrand 1989 - 1996
Skills
SAP, ERP, Business Intelligence, Enterprise Software, SaaS, Sarbanes-Oxley Act, Business Alliances, Go-to-market Strategy, Revenue Recognition, Business Process..., Professional Services, Analytics, Forecasting, SAP ERP, Business Analysis, Business Process, Process Improvement, Mergers, Financial Analysis, Managerial Finance, Accounting, Strategy, Mergers & Acquisitions
Education
Drexel University - College of Business and Administration 1984 — 1988
Ed Danovich's Coopers & Lybrand Experience October 1995 - July 1998
Job IS Security Administrator
Industry Information Technology and Services
Experience
Our Lady of Hope Regional School September 2012 - Present
Virtua Health November 2011 - Present
Boy Scouts of America 2007 - Present
Holy Ghost Byzantine Catholic Church July 2005 - Present
Virtua Health July 2009 - November 2011
PricewaterhouseCoopers January 2001 - November 2007
PwC July 1998 - December 2000
Coopers & Lybrand October 1995 - July 1998
Coopers & Lybrand February 1993 - October 1995
Coopers & Lybrand June 1990 - February 1993
Skills
Process Improvement, Change Management, Knowledge Management, Budgeting, Governance, Business Process
Education
Drexel University 1985 — 1990
BS, Computer Science
Our Lady of Hope Regional School September 2012 - Present
Virtua Health November 2011 - Present
Boy Scouts of America 2007 - Present
Holy Ghost Byzantine Catholic Church July 2005 - Present
Virtua Health July 2009 - November 2011
PricewaterhouseCoopers January 2001 - November 2007
PwC July 1998 - December 2000
Coopers & Lybrand October 1995 - July 1998
Coopers & Lybrand February 1993 - October 1995
Coopers & Lybrand June 1990 - February 1993
Skills
Process Improvement, Change Management, Knowledge Management, Budgeting, Governance, Business Process
Education
Drexel University 1985 — 1990
BS, Computer Science
Matthew Wachowski, PMP's Coopers & Lybrand Experience 1997 - 2000
Job Practice Director at Waypoint Consulting LLC
Industry Financial Services
Experience
Waypoint Consulting LLC October 2012 - Present
McGraw-Hill October 2011 - September 2012
McGraw-Hill December 2009 - October 2011
McGraw-Hill February 2007 - December 2009
McGraw-Hill November 2004 - February 2007
Deloitte 2003 - 2004
IBM 2002 - 2004
PWC 2000 - 2003
PricewaterhouseCoopers 2000 - 2003
Coopers & Lybrand 1997 - 2000
Skills
ERP, Team Leadership, TM1, Financial Reporting, Cognos, Business Analysis, Business Intelligence, Management, Forecasting, Data Warehousing, Business Process..., Performance Management, Consolidation, Budgets, Finance, Project Management, Internal Controls, Business Process, Process Improvement
Education
Drexel University - LeBow College of Business 1999 — 2004
Masters, MIS
Drexel University - LeBow College of Business 1991 — 1996
BA, Finance & Marketing
Waypoint Consulting LLC October 2012 - Present
McGraw-Hill October 2011 - September 2012
McGraw-Hill December 2009 - October 2011
McGraw-Hill February 2007 - December 2009
McGraw-Hill November 2004 - February 2007
Deloitte 2003 - 2004
IBM 2002 - 2004
PWC 2000 - 2003
PricewaterhouseCoopers 2000 - 2003
Coopers & Lybrand 1997 - 2000
Skills
ERP, Team Leadership, TM1, Financial Reporting, Cognos, Business Analysis, Business Intelligence, Management, Forecasting, Data Warehousing, Business Process..., Performance Management, Consolidation, Budgets, Finance, Project Management, Internal Controls, Business Process, Process Improvement
Education
Drexel University - LeBow College of Business 1999 — 2004
Masters, MIS
Drexel University - LeBow College of Business 1991 — 1996
BA, Finance & Marketing
Tom Braum's Coopers & Lybrand Experience 1976 - 1985
Job Retired CFO
Industry Wholesale
Experience
Handleman Company March 1985 - February 2008
Handleman Company 1988 - 2001
Coopers & Lybrand 1976 - 1985
Skills
Financial Analysis, Accounting, Internal Controls, Strategic Planning, Financial Accounting, General Ledger, Treasury, Restructuring, Income Statement, Mergers, Cash Management, Strategy, Sarbanes-Oxley, Tax, Internal Audit, Corporate Governance, Finance, SEC filings, Accounts Payable, Managerial Finance, Leadership, Financial Reporting, Business Strategy, Budgets, Sarbanes-Oxley Act, US GAAP, Cash Flow Forecasting, Pricing, Project Planning, Management, Forecasting, Analysis, Account Reconciliation, Process Improvement, GAAP, Mergers & Acquisitions, Auditing, Business Planning, Fixed Assets, Consolidation, CPA, Cash Flow, ERP, Due Diligence
Education
Duquesne University 1974 — 1976
BS, Accounting
Handleman Company March 1985 - February 2008
Handleman Company 1988 - 2001
Coopers & Lybrand 1976 - 1985
Skills
Financial Analysis, Accounting, Internal Controls, Strategic Planning, Financial Accounting, General Ledger, Treasury, Restructuring, Income Statement, Mergers, Cash Management, Strategy, Sarbanes-Oxley, Tax, Internal Audit, Corporate Governance, Finance, SEC filings, Accounts Payable, Managerial Finance, Leadership, Financial Reporting, Business Strategy, Budgets, Sarbanes-Oxley Act, US GAAP, Cash Flow Forecasting, Pricing, Project Planning, Management, Forecasting, Analysis, Account Reconciliation, Process Improvement, GAAP, Mergers & Acquisitions, Auditing, Business Planning, Fixed Assets, Consolidation, CPA, Cash Flow, ERP, Due Diligence
Education
Duquesne University 1974 — 1976
BS, Accounting
Sam Country's Coopers & Lybrand Experience 1990 - 1991
Job Chief Financial Officer at Shared Imaging, LLC
Industry Financial Services
Experience
Shared Imaging, LLC October 2013 - Present
SJ Financial Consulting August 2012 - October 2013
Ares Management 2009 - 2012
Merrill Lynch 2004 - 2009
Imperial Food Service, Inc. 2003 - 2004
Savista Corporation (formerly eMac Digital, LLC) 2001 - 2003
Positions listed below 1991 - 2003
McDonald's Partner Brands 2000 - 2001
McDonald's Corporation 1991 - 2000
Coopers & Lybrand 1990 - 1991
Skills
Multi-Unit Retail, Cash Management, Real Estate Economics, GAAP, Start-ups, Restructuring, Business Transformation, Turnaround, Food Service..., Technology, Financial Services, Commercial Lending, Business Strategy, Financial Leadership, Risk Management, Accounting, Regulated Banking..., Real Estate Finance, Technology Start Up, Real Estate Investment, Partnerships, Restructuring and..., Joint Ventures, REIT Compliance, Tax Planning, Board and Investor..., M&A experience, Leadership, Due Diligence, Financial Analysis
Education
Drexel University
BS, Business Administration, Accounting
Shared Imaging, LLC October 2013 - Present
SJ Financial Consulting August 2012 - October 2013
Ares Management 2009 - 2012
Merrill Lynch 2004 - 2009
Imperial Food Service, Inc. 2003 - 2004
Savista Corporation (formerly eMac Digital, LLC) 2001 - 2003
Positions listed below 1991 - 2003
McDonald's Partner Brands 2000 - 2001
McDonald's Corporation 1991 - 2000
Coopers & Lybrand 1990 - 1991
Skills
Multi-Unit Retail, Cash Management, Real Estate Economics, GAAP, Start-ups, Restructuring, Business Transformation, Turnaround, Food Service..., Technology, Financial Services, Commercial Lending, Business Strategy, Financial Leadership, Risk Management, Accounting, Regulated Banking..., Real Estate Finance, Technology Start Up, Real Estate Investment, Partnerships, Restructuring and..., Joint Ventures, REIT Compliance, Tax Planning, Board and Investor..., M&A experience, Leadership, Due Diligence, Financial Analysis
Education
Drexel University
BS, Business Administration, Accounting
Shirlene Small's Coopers & Lybrand Experience September 1989 - April 1991
Job Managing Director, Emerging Business Solutions Group LLC
Industry Accounting
Experience
Emerging Business Solutions Group LLC February 2003 - Present
Small Consulting 1996 - 2003
McDonald's April 1991 - December 1996
Coopers & Lybrand September 1989 - April 1991
INROADS 1985 - 1989
Skills
Strategic Planning, Accounting, Management Consulting, Leadership Development, Organizational..., Business Strategy, Budgets, Financial Reporting, Change Management, Non-profits, Tax, Team Building, Financial Analysis, Auditing, Performance Management, Coaching, US GAAP, Workshop Facilitation, Microsoft Excel, QuickBooks, Contract Negotiation, Finance, Leadership, Management, Nonprofits, Project Management, Public Speaking, Strategy, Business Planning
Education
DePaul University 1985 — 1989
B.S. Commerce, Accounting
City Colleges of Chicago - Goldman Sachs 10,000 Small Businesses
Certificate, Business
Emerging Business Solutions Group LLC February 2003 - Present
Small Consulting 1996 - 2003
McDonald's April 1991 - December 1996
Coopers & Lybrand September 1989 - April 1991
INROADS 1985 - 1989
Skills
Strategic Planning, Accounting, Management Consulting, Leadership Development, Organizational..., Business Strategy, Budgets, Financial Reporting, Change Management, Non-profits, Tax, Team Building, Financial Analysis, Auditing, Performance Management, Coaching, US GAAP, Workshop Facilitation, Microsoft Excel, QuickBooks, Contract Negotiation, Finance, Leadership, Management, Nonprofits, Project Management, Public Speaking, Strategy, Business Planning
Education
DePaul University 1985 — 1989
B.S. Commerce, Accounting
City Colleges of Chicago - Goldman Sachs 10,000 Small Businesses
Certificate, Business
Gregory Wolcott's Coopers & Lybrand Experience 1985 - 1988
Job Director, External Affairs at The Wharton School
Industry Education Management
Experience
The Wharton School 1998 - February 2015
University of Chicago Law School 1994 - 1997
University of Chicago Graduate School of Business 1988 - 1994
Coopers & Lybrand 1985 - 1988
Cresap, McCormick & Paget 1980 - 1984
Education
The University of Chicago 1978 — 1980
M.B.A., Finance; Human Resources
Duke University 1974 — 1978
B.S.E., Civil Engineering; History
The Wharton School 1998 - February 2015
University of Chicago Law School 1994 - 1997
University of Chicago Graduate School of Business 1988 - 1994
Coopers & Lybrand 1985 - 1988
Cresap, McCormick & Paget 1980 - 1984
Education
The University of Chicago 1978 — 1980
M.B.A., Finance; Human Resources
Duke University 1974 — 1978
B.S.E., Civil Engineering; History
Stan Schmidt's Coopers & Lybrand Experience 1986 - 1988
Job CPA
Industry Accounting
Experience
Stan Schmidt CPA, P.A. October 2010 - Present
Volusia County School Board November 2006 - Present
Balaban & Schmidt, P.A. CPAs January 1994 - September 2010
Bolerjack, Keyes & Associates 1991 - 1993
Coopers & Lybrand 1986 - 1988
May, Zima & Co. 1984 - 1986
Hoffman & Brobst 1980 - 1984
Skills
Financial Reporting, Tax, CPA, Tax Preparation, QuickBooks, Auditing, Accounting, Budgets, Financial Analysis, Business Planning, Corporate Tax, GAAP, Strategic Planning, Income Tax, Tax Returns, Strategic Financial..., Risk Management
Education
Drake University 1972 — 1977
B.S., Accounting
Stan Schmidt CPA, P.A. October 2010 - Present
Volusia County School Board November 2006 - Present
Balaban & Schmidt, P.A. CPAs January 1994 - September 2010
Bolerjack, Keyes & Associates 1991 - 1993
Coopers & Lybrand 1986 - 1988
May, Zima & Co. 1984 - 1986
Hoffman & Brobst 1980 - 1984
Skills
Financial Reporting, Tax, CPA, Tax Preparation, QuickBooks, Auditing, Accounting, Budgets, Financial Analysis, Business Planning, Corporate Tax, GAAP, Strategic Planning, Income Tax, Tax Returns, Strategic Financial..., Risk Management
Education
Drake University 1972 — 1977
B.S., Accounting
Steve Ruch's Coopers & Lybrand Experience March 1986 - September 1988
Job GM Warehouse Operations at Evans Distribution Systems
Industry Logistics and Supply Chain
Experience
Evans Distribution Systems July 2014 - Present
Great Lakes Wine & Spirits November 2008 - March 2014
Great Lakes Wine & Spirits February 2008 - November 2008
General Wine & Liquor Company February 1997 - February 2008
Central Data Systems April 1996 - February 1997
FRC Consulting September 1988 - April 1996
Coopers & Lybrand March 1986 - September 1988
Skills
Process Improvement, Leadership, ERP, Team Building, Management, Business Analysis, Business Intelligence, Team Leadership, Business Process..., Budgets, Forecasting, Change Management, Cross-functional Team..., Vendor Management, Strategic Planning, Business Process, IT Management, Integration, Supply Chain Management, Operations Management, New Business Development, Inventory Management, Customer Service, Account Management, Microsoft Office, Retail
Education
Eastern Michigan University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Evans Distribution Systems July 2014 - Present
Great Lakes Wine & Spirits November 2008 - March 2014
Great Lakes Wine & Spirits February 2008 - November 2008
General Wine & Liquor Company February 1997 - February 2008
Central Data Systems April 1996 - February 1997
FRC Consulting September 1988 - April 1996
Coopers & Lybrand March 1986 - September 1988
Skills
Process Improvement, Leadership, ERP, Team Building, Management, Business Analysis, Business Intelligence, Team Leadership, Business Process..., Budgets, Forecasting, Change Management, Cross-functional Team..., Vendor Management, Strategic Planning, Business Process, IT Management, Integration, Supply Chain Management, Operations Management, New Business Development, Inventory Management, Customer Service, Account Management, Microsoft Office, Retail
Education
Eastern Michigan University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Dennis O. Doherty's Coopers & Lybrand Experience 1980 - 1985
Job General Counsel at Newell Recycling, LLC
Industry Legal Services
Experience
Newell Recycling, LLC April 2010 - Present
Smith, Gambrell & Russell, LLP October 1994 - December 2009
Fried Frank 1993 - 1994
Milbank, Tweed, Hadley & McCloy LLP 1990 - 1993
Citibank 1985 - 1987
Coopers & Lybrand 1980 - 1985
Skills
Commercial Lending, Asset Based Lending, Mergers, Joint Ventures, Corporate Finance, Small Business Lending, Cash Flow Lending, Turnarounds, Workout, Corporate Law, Loan Structuring, Financial Structuring, Mergers & Acquisitions, Turn Around Management, Venture Capital, Securities, Finance, Investment Banking, Private Placements, Restructuring, Intellectual Property, Legal Writing, Licensing, Bankruptcy, Due Diligence, Real Estate, Securities Regulation, Acquisitions, Corporate Governance, Negotiation
Education
The Catholic University of America, Columbus School of Law 1987 — 1990
JD, Law
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance and International Business
University at Albany, SUNY 1973 — 1975
BS, Accounting
Dutchess Community College 1971 — 1973
AA, Liberal Arts
Newell Recycling, LLC April 2010 - Present
Smith, Gambrell & Russell, LLP October 1994 - December 2009
Fried Frank 1993 - 1994
Milbank, Tweed, Hadley & McCloy LLP 1990 - 1993
Citibank 1985 - 1987
Coopers & Lybrand 1980 - 1985
Skills
Commercial Lending, Asset Based Lending, Mergers, Joint Ventures, Corporate Finance, Small Business Lending, Cash Flow Lending, Turnarounds, Workout, Corporate Law, Loan Structuring, Financial Structuring, Mergers & Acquisitions, Turn Around Management, Venture Capital, Securities, Finance, Investment Banking, Private Placements, Restructuring, Intellectual Property, Legal Writing, Licensing, Bankruptcy, Due Diligence, Real Estate, Securities Regulation, Acquisitions, Corporate Governance, Negotiation
Education
The Catholic University of America, Columbus School of Law 1987 — 1990
JD, Law
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance and International Business
University at Albany, SUNY 1973 — 1975
BS, Accounting
Dutchess Community College 1971 — 1973
AA, Liberal Arts
Lorynne Schreiber's Coopers & Lybrand Experience 1990 - 1992
Job Manager U.S. Tax at Zeifmans LLP
Industry Accounting
Experience
Zeifmans LLP August 2014 - Present
Lorynne Schreiber April 2008 - Present
Hudson's Bay Company July 2013 - June 2014
Granite Real Estate Inc. (fka MI Developments Inc.) January 2011 - June 2013
Premier Salons October 2009 - September 2010
FirstService November 2008 - June 2009
Tim Hortons June 2008 - September 2008
Deloitte & Touche LLP November 1990 - April 2007
Coopers & Lybrand 1990 - 1992
Skills
Tax, Corporate Tax, Income Tax, International Tax, Tax Law, Partnership Taxation, Tax Advisory, Sales Tax, Financial Reporting, Tax Research, Accounting, Tax Returns, Tax Accounting, Sales & Use Tax, Accounts Payable, Expatriate Tax, Writing, Auditing, Internal Controls, Financial Accounting
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, International Business & Taxation
University of Miami - School of Business 1979 — 1983
BBA, Accounting
Zeifmans LLP August 2014 - Present
Lorynne Schreiber April 2008 - Present
Hudson's Bay Company July 2013 - June 2014
Granite Real Estate Inc. (fka MI Developments Inc.) January 2011 - June 2013
Premier Salons October 2009 - September 2010
FirstService November 2008 - June 2009
Tim Hortons June 2008 - September 2008
Deloitte & Touche LLP November 1990 - April 2007
Coopers & Lybrand 1990 - 1992
Skills
Tax, Corporate Tax, Income Tax, International Tax, Tax Law, Partnership Taxation, Tax Advisory, Sales Tax, Financial Reporting, Tax Research, Accounting, Tax Returns, Tax Accounting, Sales & Use Tax, Accounts Payable, Expatriate Tax, Writing, Auditing, Internal Controls, Financial Accounting
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, International Business & Taxation
University of Miami - School of Business 1979 — 1983
BBA, Accounting
Angela Russo's Coopers & Lybrand Experience March 1986 - March 1987
Job Director of Operations at Black Rocket Productions
Industry Education Management
Experience
Black Rocket Productions April 2013 - Present
Personal Future Goal March 2011 - Present
Wayne Township Public Schools April 2001 - April 2013
Black Rocket Productions June 2012 - August 2012
Wayne Township Public Schools March 2012 - June 2012
Wayne Township Public Schools April 2001 - March 2012
Black Rocket Productions June 2011 - August 2011
Wayne Township Public Schools January 2010 - January 2011
Warner- Lambert Company March 1987 - October 1998
Coopers & Lybrand March 1986 - March 1987
Skills
MS Access, NJASK Data Driven design, Data Analysis using..., Educational Leadership, Teaching, Data Analysis, Educational..., School Administration, Classroom Instruction, Classroom Management, K-12, Curriculum Development, Instructional Technology, Educational Technology, Professional..., Adult Education, Classroom, Leadership, Differentiated..., E-Learning, Technology Integration, Special Education, Teacher Training, Elementary Education, Instructional Design, Community Outreach, ESL, Access, Lesson Planning, Educational Consulting, Tutoring, Public Speaking, Leadership Development, Curriculum Mapping, Staff Development, Curriculum Design, Training
Education
NJExcel - Foundations of Ed Administration 2010 — 2011
Principal License, Education Leadership
Fairleigh Dickinson University 1989 — 1991
MBA, Human Resources
Dowling College 1983 — 1985
1985, BBA
Black Rocket Productions April 2013 - Present
Personal Future Goal March 2011 - Present
Wayne Township Public Schools April 2001 - April 2013
Black Rocket Productions June 2012 - August 2012
Wayne Township Public Schools March 2012 - June 2012
Wayne Township Public Schools April 2001 - March 2012
Black Rocket Productions June 2011 - August 2011
Wayne Township Public Schools January 2010 - January 2011
Warner- Lambert Company March 1987 - October 1998
Coopers & Lybrand March 1986 - March 1987
Skills
MS Access, NJASK Data Driven design, Data Analysis using..., Educational Leadership, Teaching, Data Analysis, Educational..., School Administration, Classroom Instruction, Classroom Management, K-12, Curriculum Development, Instructional Technology, Educational Technology, Professional..., Adult Education, Classroom, Leadership, Differentiated..., E-Learning, Technology Integration, Special Education, Teacher Training, Elementary Education, Instructional Design, Community Outreach, ESL, Access, Lesson Planning, Educational Consulting, Tutoring, Public Speaking, Leadership Development, Curriculum Mapping, Staff Development, Curriculum Design, Training
Education
NJExcel - Foundations of Ed Administration 2010 — 2011
Principal License, Education Leadership
Fairleigh Dickinson University 1989 — 1991
MBA, Human Resources
Dowling College 1983 — 1985
1985, BBA
Thomas Knoll's Coopers & Lybrand Experience June 1980 - May 1983
Job 23 years have been Professor at DeVry University
Industry Education Management
Experience
Nursing home 2010 - Present
DeVry University July 1987 - August 2010
DeVry 1987 - 2010
American Peace Corps January 1985 - January 1987
McFarlin Enterprises May 1983 - June 1985
Coopers & Lybrand June 1980 - May 1983
Education
Oklahoma State University 1978 — 1980
MS, Accounting
DeVry University
Life Sciences University of Tulsa
Bachelor of Science, Psychology
Tax Specialty Oklahoma State University
Master of Science, Accounting
Nursing home 2010 - Present
DeVry University July 1987 - August 2010
DeVry 1987 - 2010
American Peace Corps January 1985 - January 1987
McFarlin Enterprises May 1983 - June 1985
Coopers & Lybrand June 1980 - May 1983
Education
Oklahoma State University 1978 — 1980
MS, Accounting
DeVry University
Life Sciences University of Tulsa
Bachelor of Science, Psychology
Tax Specialty Oklahoma State University
Master of Science, Accounting
Lawrence Portnoff's Coopers & Lybrand Experience September 1987 - February 1989
Job Founder and Chairman at 4 Walls, Inc
Industry Internet
Experience
4 Walls, Inc. September 2002 - Present
Integrated Financial Resources, Inc. February 1989 - Present
IFR Center for Current Research October 2008 - Present
Ben Franklin Technology Partners August 2005 - Present
eRetriever, LLC March 2008 - January 2010
Coopers & Lybrand September 1987 - February 1989
Education
Plymouth Whitemarsh HS
The Hill School
Reed College 1979 — 1983
BA
Northeastern University Grad School of Professional Accounting 1986 — 1987
MS, Accounting
Drexel University 1984 — 2011
N/A, Math, Computer Sci
4 Walls, Inc. September 2002 - Present
Integrated Financial Resources, Inc. February 1989 - Present
IFR Center for Current Research October 2008 - Present
Ben Franklin Technology Partners August 2005 - Present
eRetriever, LLC March 2008 - January 2010
Coopers & Lybrand September 1987 - February 1989
Education
Plymouth Whitemarsh HS
The Hill School
Reed College 1979 — 1983
BA
Northeastern University Grad School of Professional Accounting 1986 — 1987
MS, Accounting
Drexel University 1984 — 2011
N/A, Math, Computer Sci
Kristie Finelli's Coopers & Lybrand Experience 1995 - 1997
Job Sr Manager Controls and Compliance at Microsoft
Industry Computer Software
Experience
Microsoft April 2012 - Present
Amazon October 2011 - April 2012
microsoft March 2003 - October 2011
AT&T Wireless 2000 - 2003
PwC 1999 - 2000
Comcast 1997 - 1999
Coopers & Lybrand 1995 - 1997
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Risk Management, Process Improvement, Sarbanes-Oxley, Accounting, Budgets, Corporate Finance, SAS70, Finance, SOX 404, Financial Reporting, Financial Analysis, Software Documentation, Forecasting, Auditing, Financial Modeling, US GAAP, Business Process..., Business Intelligence, Management, Governance, Business Analysis
Education
Villanova University 1993 — 1995
Bachelor of Science, Accounting
Dickinson College 1990 — 1993
Microsoft April 2012 - Present
Amazon October 2011 - April 2012
microsoft March 2003 - October 2011
AT&T Wireless 2000 - 2003
PwC 1999 - 2000
Comcast 1997 - 1999
Coopers & Lybrand 1995 - 1997
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Risk Management, Process Improvement, Sarbanes-Oxley, Accounting, Budgets, Corporate Finance, SAS70, Finance, SOX 404, Financial Reporting, Financial Analysis, Software Documentation, Forecasting, Auditing, Financial Modeling, US GAAP, Business Process..., Business Intelligence, Management, Governance, Business Analysis
Education
Villanova University 1993 — 1995
Bachelor of Science, Accounting
Dickinson College 1990 — 1993
Lloyd Johnson's Coopers & Lybrand Experience 1981 - 1985
Job Board Member & Global Managing Director Finance and Audit
Industry Executive Office
Experience
Accenture August 2004 - January 2015
Delphi 1999 - July 2004
KOREA DELPHI AUTOMOTIVE SYSTEMS CORP. Korea Delphi Automotive Systems Corporation 2002 - 2004
Emerson 1997 - 1999
Sara Lee Corporation May 1991 - June 1997
Harper, Wiggins & Johnson, CPA's 1989 - 1991
Shaw Foods 1985 - 1989
Coopers & Lybrand 1981 - 1985
Skills
Corporate Governance, Corporate Finance, Management Consulting, Audit Committee, Auditing, Board Governance, Board Advisory Services, Board of Directors, governance committee, Mergers & Acquisitions, Strategic Planning, Enterprise Risk..., Risk Assessment, Risk Management, Accounting, Cyber-security, Strategy, Leadership, SEC filings, CFOs, Integration, finance committee, Program Management, Sarbanes-Oxley, Business Analysis, Business Process..., Project Management, CIO Advisory Services, Change Management, Vendor Management, PMO, SAP, Business Strategy, Process Improvement, Business Continuity, Management, Financial Modeling, Divestitures, Joint Ventures, Strategic Alliances, Strategic Financial..., SOA, Struts, Sarbanes-Oxley Act
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), General Management and Strategy
University of South Carolina 1978 — 1981
Master's degree, Accounting and Finance
University of South Carolina 1978 — 1981
Bachelor of Science (B.Sc.), Accounting and Finance
North Carolina Bank Directors' College 2015 Class
Bank Directorship, Regulations, Regulatory Agencies, Finance, Capital Markets, Credit Risk, IT, Other
UNC Law Board Diversity 2014 Class
Accenture August 2004 - January 2015
Delphi 1999 - July 2004
KOREA DELPHI AUTOMOTIVE SYSTEMS CORP. Korea Delphi Automotive Systems Corporation 2002 - 2004
Emerson 1997 - 1999
Sara Lee Corporation May 1991 - June 1997
Harper, Wiggins & Johnson, CPA's 1989 - 1991
Shaw Foods 1985 - 1989
Coopers & Lybrand 1981 - 1985
Skills
Corporate Governance, Corporate Finance, Management Consulting, Audit Committee, Auditing, Board Governance, Board Advisory Services, Board of Directors, governance committee, Mergers & Acquisitions, Strategic Planning, Enterprise Risk..., Risk Assessment, Risk Management, Accounting, Cyber-security, Strategy, Leadership, SEC filings, CFOs, Integration, finance committee, Program Management, Sarbanes-Oxley, Business Analysis, Business Process..., Project Management, CIO Advisory Services, Change Management, Vendor Management, PMO, SAP, Business Strategy, Process Improvement, Business Continuity, Management, Financial Modeling, Divestitures, Joint Ventures, Strategic Alliances, Strategic Financial..., SOA, Struts, Sarbanes-Oxley Act
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), General Management and Strategy
University of South Carolina 1978 — 1981
Master's degree, Accounting and Finance
University of South Carolina 1978 — 1981
Bachelor of Science (B.Sc.), Accounting and Finance
North Carolina Bank Directors' College 2015 Class
Bank Directorship, Regulations, Regulatory Agencies, Finance, Capital Markets, Credit Risk, IT, Other
UNC Law Board Diversity 2014 Class
Robert Jefferson's Coopers & Lybrand Experience 1968 - 1982
Job Founder at Jefferson & Associates
Industry Insurance
Experience
Jefferson & Associates January 2012 - Present
Liberty International Underwriters August 2007 - November 2011
Jefferson National 2001 - 2011
ACE-INA 1999 - 2006
Prudential Financial 1996 - 1999
American Life Insurance Co. (AIG) 1982 - 1992
Coopers & Lybrand 1968 - 1982
Education
Dickinson College 1964 — 1968
ba, history
Jefferson & Associates January 2012 - Present
Liberty International Underwriters August 2007 - November 2011
Jefferson National 2001 - 2011
ACE-INA 1999 - 2006
Prudential Financial 1996 - 1999
American Life Insurance Co. (AIG) 1982 - 1992
Coopers & Lybrand 1968 - 1982
Education
Dickinson College 1964 — 1968
ba, history
Mary Kay Lorenz's Coopers & Lybrand Experience 1990 - 1993
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 1993 - Present
Coopers & Lybrand 1990 - 1993
Education
The University of Chicago 2000 — 2002
MBA, Business Administration
DePaul University 1982 — 1986
Bachelors, Accounting
JPMorgan Chase 1993 - Present
Coopers & Lybrand 1990 - 1993
Education
The University of Chicago 2000 — 2002
MBA, Business Administration
DePaul University 1982 — 1986
Bachelors, Accounting
Brian Horan's Coopers & Lybrand Experience January 1994 - May 1997
Job International Tax Manager at Apache
Industry Oil & Energy
Experience
Apache Tax ManagerPricewaterhouseCoopersSeptember 1999 - January 2005
Arthur Andersen July 1997 - September 1999
Coopers & Lybrand January 1994 - May 1997
Education
Southern Illinois University, Carbondale 1992 — 1993
M.Acc., Tax
Eastern Illinois University 1987 — 1989
B.S., Accounting
Olney Central College 1985 — 1987
A.S., Business
Apache Tax ManagerPricewaterhouseCoopersSeptember 1999 - January 2005
Arthur Andersen July 1997 - September 1999
Coopers & Lybrand January 1994 - May 1997
Education
Southern Illinois University, Carbondale 1992 — 1993
M.Acc., Tax
Eastern Illinois University 1987 — 1989
B.S., Accounting
Olney Central College 1985 — 1987
A.S., Business
Bruce Kirkpatrick's Coopers & Lybrand Experience July 1978 - June 1979
Job Vice President, Emigrant Bank
Industry Banking
Experience
Federal Deposit Insurance Corporation December 2010 - January 2012
KPMG LLP October 1999 - December 2010
DELOITTE & TOUCHE, LLP June 1993 - October 1999
First City Bank Houston 1990 - 1993
PERPETUAL SAVINGS BANK November 1988 - December 1990
First City Bancorporation of Texas, Inc. December 1983 - November 1988
First City Bancorporation of Texas, Inc March 1982 - December 1983
FIRST EASTERN BANK June 1979 - March 1982
Coopers & Lybrand July 1978 - June 1979
BUCKS COUNTY BANK AND TRUST COMPANY March 1973 - June 1978
Skills
Banking, Management Consulting, Credit, Risk Management, Mergers & Acquisitions, Due Diligence, Training, Financial Risk, Credit Risk, Commercial Banking, Portfolio Management, Accounting, Auditing, Loans, Financial Analysis, Management, Mortgage Lending
Education
Drexel University - LeBow College of Business 1976 — 1980
MBA, Accounting
Westmar College
B.S, Business Administration
Federal Deposit Insurance Corporation December 2010 - January 2012
KPMG LLP October 1999 - December 2010
DELOITTE & TOUCHE, LLP June 1993 - October 1999
First City Bank Houston 1990 - 1993
PERPETUAL SAVINGS BANK November 1988 - December 1990
First City Bancorporation of Texas, Inc. December 1983 - November 1988
First City Bancorporation of Texas, Inc March 1982 - December 1983
FIRST EASTERN BANK June 1979 - March 1982
Coopers & Lybrand July 1978 - June 1979
BUCKS COUNTY BANK AND TRUST COMPANY March 1973 - June 1978
Skills
Banking, Management Consulting, Credit, Risk Management, Mergers & Acquisitions, Due Diligence, Training, Financial Risk, Credit Risk, Commercial Banking, Portfolio Management, Accounting, Auditing, Loans, Financial Analysis, Management, Mortgage Lending
Education
Drexel University - LeBow College of Business 1976 — 1980
MBA, Accounting
Westmar College
B.S, Business Administration
Shelley Santulli's Coopers & Lybrand Experience 1990 - 1994
Job Senior Vice President at Berkshire Group
Industry Real Estate
Experience
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
CAROL SAVOIE's Coopers & Lybrand Experience December 1983 - December 1989
Job Director, Entertainment Tax, Deloitte Tax, LLP
Industry Entertainment
Experience
Women in Film & Television International 1997 - Present
Deloitte Tax LLP October 1995 - Present
Starlight Children's Foundation September 1995 - Present
Women in Film Foundation 2010 - 2013
STARLIGHT FOUNDATION 1995 - 2013
KPMG Peat Marwick December 1989 - October 1995
Coopers & Lybrand December 1983 - December 1989
Skills
Non-profits, Film Production, Entertainment, Management Consulting, Program Development, Budgets, Strategic Planning, Fundraising, Entrepreneurship, Accounting, Public Speaking, Strategic Partnerships, Nonprofits
Education
DePaul University 1985 — 1989
Saint Mary-of-the-Woods College 1979 — 1984
BS
Illinois College 1974 — 1975
CENTRAL HIGH SCHOOL 1971 — 1974
Women in Film & Television International 1997 - Present
Deloitte Tax LLP October 1995 - Present
Starlight Children's Foundation September 1995 - Present
Women in Film Foundation 2010 - 2013
STARLIGHT FOUNDATION 1995 - 2013
KPMG Peat Marwick December 1989 - October 1995
Coopers & Lybrand December 1983 - December 1989
Skills
Non-profits, Film Production, Entertainment, Management Consulting, Program Development, Budgets, Strategic Planning, Fundraising, Entrepreneurship, Accounting, Public Speaking, Strategic Partnerships, Nonprofits
Education
DePaul University 1985 — 1989
Saint Mary-of-the-Woods College 1979 — 1984
BS
Illinois College 1974 — 1975
CENTRAL HIGH SCHOOL 1971 — 1974
Cherie Parks, CPA's Coopers & Lybrand Experience August 1994 - January 1996
Job Controller at King Residential Group
Industry Real Estate
Experience
King Residential Group September 2011 - Present
Kenneth Bealer Homes, Inc May 2007 - September 2011
Rhein Medall Communities, LLC August 2005 - May 2007
GFD Management, Inc July 2002 - May 2005
The Beach House Cafe, LLC October 1998 - April 2002
National Temporary Apartments December 1997 - September 1998
McGladrey & Pullen January 1996 - October 1997
Coopers & Lybrand August 1994 - January 1996
Education
East Carolina University 1989 — 1994
Masters, Accounting
King Residential Group September 2011 - Present
Kenneth Bealer Homes, Inc May 2007 - September 2011
Rhein Medall Communities, LLC August 2005 - May 2007
GFD Management, Inc July 2002 - May 2005
The Beach House Cafe, LLC October 1998 - April 2002
National Temporary Apartments December 1997 - September 1998
McGladrey & Pullen January 1996 - October 1997
Coopers & Lybrand August 1994 - January 1996
Education
East Carolina University 1989 — 1994
Masters, Accounting
Susan D. Watson's Coopers & Lybrand Experience November 1990 - November 1992
Job Senior Managing Director at WDC Solutions, Ltd
Industry Management Consulting
Experience
WDC Solutions, Ltd February 2009 - Present
Walker, Truesdell & Associates April 2000 - January 2009
Favorite Brands International March 1999 - April 2000
US Robotics April 1995 - February 1999
Caremark November 1990 - April 1995
Coopers & Lybrand November 1990 - November 1992
Eli Lilly April 1990 - September 1990
Blue & Company September 1988 - April 1990
Coopers & Lybrand September 1986 - July 1988
Doty, Jarrow & Company October 1983 - August 1986
Skills
Bankruptcy, Chapter 11, Forensic Accounting, Negotiation, Strategic Planning
Education
DePaul University 1983 — 1986
BS, Accounting
Northwest Missouri State University
WDC Solutions, Ltd February 2009 - Present
Walker, Truesdell & Associates April 2000 - January 2009
Favorite Brands International March 1999 - April 2000
US Robotics April 1995 - February 1999
Caremark November 1990 - April 1995
Coopers & Lybrand November 1990 - November 1992
Eli Lilly April 1990 - September 1990
Blue & Company September 1988 - April 1990
Coopers & Lybrand September 1986 - July 1988
Doty, Jarrow & Company October 1983 - August 1986
Skills
Bankruptcy, Chapter 11, Forensic Accounting, Negotiation, Strategic Planning
Education
DePaul University 1983 — 1986
BS, Accounting
Northwest Missouri State University
Toni Mulligan's Coopers & Lybrand Experience September 1993 - September 1994
Job Quality Assurance and Testing Epic Integrated Core Services at University of Chicago Medicine
Industry Information Services
Experience
University of Chicago Medicine July 2015 - Present
University of Chicago Medicine August 2010 - July 2015
University of Chicago Medical Center November 2008 - August 2010
IDX Systems Corporation (now GE Healthcare) June 1995 - September 2005
IDX Systems Corporation (now GE Healthcare) September 1994 - June 1995
Coopers & Lybrand September 1993 - September 1994
Coopers & Lybrand September 1990 - September 1993
Skills
Healthcare Information..., EHR, Epic Systems, Informatics, EMR, HL7, Software Documentation, HIPAA, Process Improvement
Education
DePaul University
Bachelor's degree, Psychology (Minor in Mathematics)
University of Chicago Medicine July 2015 - Present
University of Chicago Medicine August 2010 - July 2015
University of Chicago Medical Center November 2008 - August 2010
IDX Systems Corporation (now GE Healthcare) June 1995 - September 2005
IDX Systems Corporation (now GE Healthcare) September 1994 - June 1995
Coopers & Lybrand September 1993 - September 1994
Coopers & Lybrand September 1990 - September 1993
Skills
Healthcare Information..., EHR, Epic Systems, Informatics, EMR, HL7, Software Documentation, HIPAA, Process Improvement
Education
DePaul University
Bachelor's degree, Psychology (Minor in Mathematics)
Peter Peschke's Coopers & Lybrand Experience 1981 - 1987
Job Legal Assistant to Legal Counsel Arlington County
Industry Government Administration
Experience
Arlington January 2013 - Present
Private Client Real Estate 2005 - 2013
Touro Infirmary Foundation September 1994 - February 2009
Coopers & Lybrand 1981 - 1987
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Nonprofits, Real Estate, Leadership, Strategic Planning, Payroll, Policy, Microsoft Excel, Executive Management, Microsoft Office, Process Improvement, Management, Finance, Auditing, Project Management
Education
Drexel University 1976 — 1981
Bachelors, Accounting
washington irving middle school 1970 — 1972
Arlington January 2013 - Present
Private Client Real Estate 2005 - 2013
Touro Infirmary Foundation September 1994 - February 2009
Coopers & Lybrand 1981 - 1987
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Nonprofits, Real Estate, Leadership, Strategic Planning, Payroll, Policy, Microsoft Excel, Executive Management, Microsoft Office, Process Improvement, Management, Finance, Auditing, Project Management
Education
Drexel University 1976 — 1981
Bachelors, Accounting
washington irving middle school 1970 — 1972
Dan Loescher's Coopers & Lybrand Experience July 1976 - December 1994
Job President at Loescher & Associates, Ltd.
Industry Accounting
Experience
Loescher & Associates, Ltd. January 1995 - Present
Coopers & Lybrand July 1976 - December 1994
Skills
Strategic Planning, Budgets, Tax, Public Speaking, Team Building, Small Business, Management, Financial Analysis, Customer Service, Leadership
Education
DePaul University 1979 — 1982
Masters, Taxation
NIU 1974 — 1976
Bachelors, Accountancy and Finance
Highland Community College 1971 — 1974
Associates, Business
Loescher & Associates, Ltd. January 1995 - Present
Coopers & Lybrand July 1976 - December 1994
Skills
Strategic Planning, Budgets, Tax, Public Speaking, Team Building, Small Business, Management, Financial Analysis, Customer Service, Leadership
Education
DePaul University 1979 — 1982
Masters, Taxation
NIU 1974 — 1976
Bachelors, Accountancy and Finance
Highland Community College 1971 — 1974
Associates, Business
Sheree Nelson's Coopers & Lybrand Experience 1985 - 1991
Job Partner at Nelson & Wallery, Ltd.
Industry Law Practice
Experience
Sheree Nelson April 2010 - Present
Nelson & Wallery, Ltd. 1992 - Present
Sheree Nelson November 1985 - Present
Coopers & Lybrand 1985 - 1991
Education
DePaul University 1993 — 1996
J.D., Law
University of Wisconsin-Eau Claire 1980 — 1982
MBA, Information Systems
Sheree Nelson April 2010 - Present
Nelson & Wallery, Ltd. 1992 - Present
Sheree Nelson November 1985 - Present
Coopers & Lybrand 1985 - 1991
Education
DePaul University 1993 — 1996
J.D., Law
University of Wisconsin-Eau Claire 1980 — 1982
MBA, Information Systems
Rhonda Kemp's Coopers & Lybrand Experience 1995 - 1998
Job
Industry Insurance
Experience
Houston International Insurance Group, Ltd. April 2008 - Present
Bunker Hill Insurance Agency, Inc. 2008 - Present
National Health Insurance Company September 2008 - October 2012
Alliant Insurance Services Houston October 2006 - April 2008
Jardine Lloyd Thompson LLC December 2003 - October 2006
HCC Employee Benefits January 1999 - September 2005
HCC Insurance 1998 - 1999
Coopers & Lybrand 1995 - 1998
Skills
Underwriting, Insurance, Reinsurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Casualty, Legal Liability, Workers Compensation, Professional Liability, Brokers, Claims Management, Risk Management, Health Insurance, Claim, Commercial Lines
Education
Duquesne University 1991 — 1994
BSBA, Finance & Accounting
Houston International Insurance Group, Ltd. April 2008 - Present
Bunker Hill Insurance Agency, Inc. 2008 - Present
National Health Insurance Company September 2008 - October 2012
Alliant Insurance Services Houston October 2006 - April 2008
Jardine Lloyd Thompson LLC December 2003 - October 2006
HCC Employee Benefits January 1999 - September 2005
HCC Insurance 1998 - 1999
Coopers & Lybrand 1995 - 1998
Skills
Underwriting, Insurance, Reinsurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Casualty, Legal Liability, Workers Compensation, Professional Liability, Brokers, Claims Management, Risk Management, Health Insurance, Claim, Commercial Lines
Education
Duquesne University 1991 — 1994
BSBA, Finance & Accounting
Brian Whiteford's Coopers & Lybrand Experience 1989 - 1994
Job Tax Director at Kemper
Industry Insurance
Experience
Kemper Corporation (FKA Unitrin, Inc.) July 1994 - Present
Coopers & Lybrand 1989 - 1994
Crowe Horwath LLP 1984 - 1988
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Income Tax, Internal Controls, Sarbanes-Oxley, GAAP, Insurance, SEC filings, Tax, Financial Reporting, Tax Accounting, General Ledger, Tax Research, Corporate Tax, Financial Analysis, SEC Filings
Education
DePaul University 1987 — 1990
Masters, Taxation
Northern Illinois University, Dekalb 1979 — 1983
BS, Accounting
Kemper Corporation (FKA Unitrin, Inc.) July 1994 - Present
Coopers & Lybrand 1989 - 1994
Crowe Horwath LLP 1984 - 1988
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Income Tax, Internal Controls, Sarbanes-Oxley, GAAP, Insurance, SEC filings, Tax, Financial Reporting, Tax Accounting, General Ledger, Tax Research, Corporate Tax, Financial Analysis, SEC Filings
Education
DePaul University 1987 — 1990
Masters, Taxation
Northern Illinois University, Dekalb 1979 — 1983
BS, Accounting
Laura McGrady's Coopers & Lybrand Experience January 1990 - January 1992
Job Director of Finance at MDRT
Industry Accounting
Experience
MDRT December 2012 - Present
MDRT November 2011 - December 2012
Maine Community Youth Assistance Foundation 2009 - December 2011
World Kitchen 2009 - 2011
Midas International April 2005 - May 2008
Loyola University Chicago March 1996 - November 1998
Loyola University Medical Center January 1994 - January 1995
Loyola University Medical Center January 1992 - January 1994
Coopers & Lybrand January 1990 - January 1992
Laventhol & Horwath January 1988 - January 1990
Skills
Accounting, Internal Controls, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Forecasting, Auditing, Budgets, General Ledger, GAAP, Strategic Financial..., Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Financial Audits, Cost Accounting, Analysis, Tax, Variance Analysis, Finance, Cash Flow, Policy, Sarbanes-Oxley, Financial Statements, Strategic Planning, Financial Planning
Education
DePaul University 1983 — 1988
Master of Accountancy with DistinctionBachelor of Science, Accounting
MDRT December 2012 - Present
MDRT November 2011 - December 2012
Maine Community Youth Assistance Foundation 2009 - December 2011
World Kitchen 2009 - 2011
Midas International April 2005 - May 2008
Loyola University Chicago March 1996 - November 1998
Loyola University Medical Center January 1994 - January 1995
Loyola University Medical Center January 1992 - January 1994
Coopers & Lybrand January 1990 - January 1992
Laventhol & Horwath January 1988 - January 1990
Skills
Accounting, Internal Controls, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Forecasting, Auditing, Budgets, General Ledger, GAAP, Strategic Financial..., Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Financial Audits, Cost Accounting, Analysis, Tax, Variance Analysis, Finance, Cash Flow, Policy, Sarbanes-Oxley, Financial Statements, Strategic Planning, Financial Planning
Education
DePaul University 1983 — 1988
Master of Accountancy with DistinctionBachelor of Science, Accounting
Val Leitzen's Coopers & Lybrand Experience 1989 - 1994
Job Tax Partner at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
McGladrey January 2004 - April 2015
WOODWARD GOVERNOR COMPANY May 1994 - December 2003
Coopers & Lybrand 1989 - 1994
Skills
Corporate Tax, FIN 48, Tax Accounting, Tax, Income Tax, US Tax, CPA, Tax Preparation, Tax Research, SEC filings, Tax Advisory, State Tax, Transfer Pricing, FAS109, Accounting, Tax Returns, Financial Reporting
Education
Northern Illinois University 1983 — 1988
BS, ACCOUNTANCY
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, TAXATION
McGladrey May 2015 - Present
McGladrey January 2004 - April 2015
WOODWARD GOVERNOR COMPANY May 1994 - December 2003
Coopers & Lybrand 1989 - 1994
Skills
Corporate Tax, FIN 48, Tax Accounting, Tax, Income Tax, US Tax, CPA, Tax Preparation, Tax Research, SEC filings, Tax Advisory, State Tax, Transfer Pricing, FAS109, Accounting, Tax Returns, Financial Reporting
Education
Northern Illinois University 1983 — 1988
BS, ACCOUNTANCY
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, TAXATION
Ed Hoynes's Coopers & Lybrand Experience 1986 - 1993
Job Owner at Compay Payroll Solutions
Industry Accounting
Experience
Community Accounting Services February 2000 - Present
Compay Payroll Solutions February 2000 - Present
CCLF 1990 - 2014
Tait Advisory Services, LLC 1997 - 2000
Hoynes & Co. 1993 - 1997
Coopers & Lybrand 1986 - 1993
Skills
Accounting for Small..., Payroll Services, Income Tax, Partnership Taxation, Tax, CPA, Tax Preparation, Accounting, S Corporations, Payroll
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1986
MACC, Accounting
DePaul University 1983 — 1986
Bachelor of Science (BSc), Accounting
Stephen F. Austin State University
TK Gorman
TK Gorman
Community Accounting Services February 2000 - Present
Compay Payroll Solutions February 2000 - Present
CCLF 1990 - 2014
Tait Advisory Services, LLC 1997 - 2000
Hoynes & Co. 1993 - 1997
Coopers & Lybrand 1986 - 1993
Skills
Accounting for Small..., Payroll Services, Income Tax, Partnership Taxation, Tax, CPA, Tax Preparation, Accounting, S Corporations, Payroll
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1986
MACC, Accounting
DePaul University 1983 — 1986
Bachelor of Science (BSc), Accounting
Stephen F. Austin State University
TK Gorman
TK Gorman
David Schwab's Coopers & Lybrand Experience 1985 - 1988
Job Partner at Ralph, Schwab & Schiever, Chartered
Industry Law Practice
Experience
Ralph, Schwab & Schiever, Chartered 1996 - Present
Richards, Ralph, Eiden, Eckert & O'Donnell Chartered 1992 - 1996
Rosenthal and Schanfield 1990 - 1992
Coopers & Lybrand 1985 - 1988
Skills
Consumer Bankruptcy, Foreclosure Defense, Small Business Law, Business Disputes, Real Estate Disputes, Construction Disputes, Contract Litigation, Commercial Matters, Non-compete Agreements, Restrictive Covenants, Employment Contracts, Consulting Agreements, Operating Agreements, Selling Businesses, Shareholder Disputes, Contract Disputes, Partnership Disputes, Contractual Disputes, Negotiating Contracts, Legal Advice, Agreement, Commercial Litigation, Creditors' Rights, Chapter 7, Debtors, Chapter 11, Chapter 13, General Business..., Breach Of Contract, Construction Loans, Document Drafting, Liquidation, Receiverships, Work-outs, Bank Negotiations, Turn Around Specialist, Business Turnaround, Turnaround Consulting, Chapter 13 Bankruptcy
Education
DePaul University College of Law 1988 — 1990
jd, law
Indiana University Bloomington 1981 — 1985
BS, Accounting
Ralph, Schwab & Schiever, Chartered 1996 - Present
Richards, Ralph, Eiden, Eckert & O'Donnell Chartered 1992 - 1996
Rosenthal and Schanfield 1990 - 1992
Coopers & Lybrand 1985 - 1988
Skills
Consumer Bankruptcy, Foreclosure Defense, Small Business Law, Business Disputes, Real Estate Disputes, Construction Disputes, Contract Litigation, Commercial Matters, Non-compete Agreements, Restrictive Covenants, Employment Contracts, Consulting Agreements, Operating Agreements, Selling Businesses, Shareholder Disputes, Contract Disputes, Partnership Disputes, Contractual Disputes, Negotiating Contracts, Legal Advice, Agreement, Commercial Litigation, Creditors' Rights, Chapter 7, Debtors, Chapter 11, Chapter 13, General Business..., Breach Of Contract, Construction Loans, Document Drafting, Liquidation, Receiverships, Work-outs, Bank Negotiations, Turn Around Specialist, Business Turnaround, Turnaround Consulting, Chapter 13 Bankruptcy
Education
DePaul University College of Law 1988 — 1990
jd, law
Indiana University Bloomington 1981 — 1985
BS, Accounting
Jeff Bloxdorf's Coopers & Lybrand Experience 1988 - 1991
Job Corporate Treasurer at Tempel Steel
Industry Mining & Metals
Experience
Tempel Steel May 1997 - Present
Tempel Steel Company 1991 - May 1997
Coopers & Lybrand 1988 - 1991
Coopers & Lybrand July 1984 - July 1987
Skills
Variance Analysis, Auditing, Financial Reporting, Financial Analysis, Forecasting, Corporate Finance, Strategic Planning, Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Cash Flow, Cost Accounting, US GAAP, Internal Controls
Education
DePaul University 1988 — 1991
Masters, Science of Taxation
University of Wisconsin-La Crosse 1975 — 1980
Bachelors of Science, Accounting and Finance Major
Tempel Steel May 1997 - Present
Tempel Steel Company 1991 - May 1997
Coopers & Lybrand 1988 - 1991
Coopers & Lybrand July 1984 - July 1987
Skills
Variance Analysis, Auditing, Financial Reporting, Financial Analysis, Forecasting, Corporate Finance, Strategic Planning, Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Cash Flow, Cost Accounting, US GAAP, Internal Controls
Education
DePaul University 1988 — 1991
Masters, Science of Taxation
University of Wisconsin-La Crosse 1975 — 1980
Bachelors of Science, Accounting and Finance Major
Wanda Baron, CPA's Coopers & Lybrand Experience September 1990 - April 1992
Job CFO/Treasurer at ABAT Builders, Inc.
Industry Accounting
Experience
ABAT Builders, Inc. January 2015 - Present
PCCR USA, INC. April 2012 - January 2015
DSM Functional Materials July 2010 - April 2012
DSM Desotech April 2008 - June 2010
Composites One August 1997 - February 2005
Joseph Freed and Associates March 1992 - September 1996
Coopers & Lybrand September 1990 - April 1992
Skills
Financial Analysis, Financial Reporting, SAP, Accounting, Process Improvement, Consolidation, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Forecasting, General Ledger, SAP R/3, Financial Audits, US GAAP, Managerial Finance, Auditing, GAAP, Accruals, Internal Audit, Working Capital..., Accounts Payable, Acquisition Integration, Finance, Tax, Strategic Financial..., Mergers & Acquisitions, IFRS, Financial Modeling, Restructuring, Corporate Finance
Education
DePaul University
Accounting
ABAT Builders, Inc. January 2015 - Present
PCCR USA, INC. April 2012 - January 2015
DSM Functional Materials July 2010 - April 2012
DSM Desotech April 2008 - June 2010
Composites One August 1997 - February 2005
Joseph Freed and Associates March 1992 - September 1996
Coopers & Lybrand September 1990 - April 1992
Skills
Financial Analysis, Financial Reporting, SAP, Accounting, Process Improvement, Consolidation, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Forecasting, General Ledger, SAP R/3, Financial Audits, US GAAP, Managerial Finance, Auditing, GAAP, Accruals, Internal Audit, Working Capital..., Accounts Payable, Acquisition Integration, Finance, Tax, Strategic Financial..., Mergers & Acquisitions, IFRS, Financial Modeling, Restructuring, Corporate Finance
Education
DePaul University
Accounting
Lawrence Nowakowski's Coopers & Lybrand Experience January 1976 - June 1978
Job Real Estate Financial Executive
Industry Accounting
Experience
LDN Services, LLC May 2009 - Present
Marc Realty June 2012 - September 2014
RSC & Associates August 2007 - May 2009
PRM Realty Group August 2001 - May 2006
U.S. Equities June 1997 - August 2001
Optima Inc June 1995 - June 1997
Metropolitan Structures 1978 - 1995
Coopers & Lybrand January 1976 - June 1978
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Due Diligence, Real Estate, Accounting, Portfolio Management, Mergers & Acquisitions, Tax, Commercial Real Estate, GAAP, Real Estate Development, Property Management, Cash Management, Valuation, General Ledger, Process Improvement, Project Management, Analysis, Budgeting, Forecasting, Corporate Finance, Internal Controls
Education
DePaul University 1972 — 1976
Bachelor, Accounting
LDN Services, LLC May 2009 - Present
Marc Realty June 2012 - September 2014
RSC & Associates August 2007 - May 2009
PRM Realty Group August 2001 - May 2006
U.S. Equities June 1997 - August 2001
Optima Inc June 1995 - June 1997
Metropolitan Structures 1978 - 1995
Coopers & Lybrand January 1976 - June 1978
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Due Diligence, Real Estate, Accounting, Portfolio Management, Mergers & Acquisitions, Tax, Commercial Real Estate, GAAP, Real Estate Development, Property Management, Cash Management, Valuation, General Ledger, Process Improvement, Project Management, Analysis, Budgeting, Forecasting, Corporate Finance, Internal Controls
Education
DePaul University 1972 — 1976
Bachelor, Accounting
Monica M. Garver's Coopers & Lybrand Experience September 1983 - February 1986
Job Vice President / Senior Planner at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
Davor Brkovich's Coopers & Lybrand Experience June 1995 - June 1997
Job Head of IT Operations at The Kraft Heinz Company
Industry Consumer Goods
Experience
The Kraft Heinz Company August 2015 - Present
HJ Heinz May 2012 - Present
HJ Heinz June 2008 - May 2012
HJ Heinz September 2005 - June 2008
HJ Heinz June 2000 - September 2005
PwC June 1997 - June 2000
Coopers & Lybrand June 1995 - June 1997
Coopers & Lybrand October 1993 - June 1995
Coopers & Lybrand May 1992 - October 1993
Skills
Risk Management, Strategy, Information Technology, Security, Leadership, Business Process..., Auditing, Project Delivery, Cross-functional Team..., IT Operations, Sarbanes-Oxley Act, Business Intelligence, Business Analysis, Management, Process Improvement
Education
Duquesne University 1990 — 1992
Master's degree, Information Technology
Duquesne University 1986 — 1990
Bachelor's degree, Accounting
The Kraft Heinz Company August 2015 - Present
HJ Heinz May 2012 - Present
HJ Heinz June 2008 - May 2012
HJ Heinz September 2005 - June 2008
HJ Heinz June 2000 - September 2005
PwC June 1997 - June 2000
Coopers & Lybrand June 1995 - June 1997
Coopers & Lybrand October 1993 - June 1995
Coopers & Lybrand May 1992 - October 1993
Skills
Risk Management, Strategy, Information Technology, Security, Leadership, Business Process..., Auditing, Project Delivery, Cross-functional Team..., IT Operations, Sarbanes-Oxley Act, Business Intelligence, Business Analysis, Management, Process Improvement
Education
Duquesne University 1990 — 1992
Master's degree, Information Technology
Duquesne University 1986 — 1990
Bachelor's degree, Accounting
Richard L. Sieber's Coopers & Lybrand Experience 1993 - 1995
Job Consulting Assignments (CPA Firms) Long Island, NY
Industry Accounting
Experience
Consulting Assignments (CPA Firms) Long Island, NY November 2010 - Present
Rynkar, Vail & Barrett LLP December 2007 - October 2010
KGS LLP 2007 - 2007
Esposito, Fuchs Taormina & Co July 2005 - 2007
Interboro Mutual Indemnity Insurance Co 2002 - 2005
Kilgannon, Furey January 1996 - January 2002
Coopers & Lybrand, LLP January 1993 - January 1995
Coopers & Lybrand 1993 - 1995
Dime Savings Bank January 1988 - January 1993
KPMG Peat Marwick January 1985 - January 1988
Skills
Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Internal Audit, US GAAP, IFRS, Financial Accounting, GAAP, Tax, Budgeting, Financial Analysis, Cash Flow, Financial Statements, Budgets, Account Reconciliation, CPA
Education
Dowling College 1979 — 1983
Bachelor of Business Administration (BBA)
Consulting Assignments (CPA Firms) Long Island, NY November 2010 - Present
Rynkar, Vail & Barrett LLP December 2007 - October 2010
KGS LLP 2007 - 2007
Esposito, Fuchs Taormina & Co July 2005 - 2007
Interboro Mutual Indemnity Insurance Co 2002 - 2005
Kilgannon, Furey January 1996 - January 2002
Coopers & Lybrand, LLP January 1993 - January 1995
Coopers & Lybrand 1993 - 1995
Dime Savings Bank January 1988 - January 1993
KPMG Peat Marwick January 1985 - January 1988
Skills
Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Internal Audit, US GAAP, IFRS, Financial Accounting, GAAP, Tax, Budgeting, Financial Analysis, Cash Flow, Financial Statements, Budgets, Account Reconciliation, CPA
Education
Dowling College 1979 — 1983
Bachelor of Business Administration (BBA)
Grace Pranzo Yorke's Coopers & Lybrand Experience January 1996 - July 1998
Job Director at Buck Consultants
Industry Human Resources
Experience
Buck Consultants Compliance ManagerBuilding Service 32BJ Benefit FundsSeptember 2005 - September 2007
Buck Consultants January 2005 - August 2005
Mellon Human Resources & Investor Solutions February 2003 - January 2005
Mellon Human Resources & Investor Solutions May 2002 - January 2003
PricewaterhouseCoopers, L.L.P July 1998 - May 2002
Coopers & Lybrand January 1996 - July 1998
Education
Seton Hall University School of Law
JD
Drew University
BA, Political Science / Economics
Buck Consultants Compliance ManagerBuilding Service 32BJ Benefit FundsSeptember 2005 - September 2007
Buck Consultants January 2005 - August 2005
Mellon Human Resources & Investor Solutions February 2003 - January 2005
Mellon Human Resources & Investor Solutions May 2002 - January 2003
PricewaterhouseCoopers, L.L.P July 1998 - May 2002
Coopers & Lybrand January 1996 - July 1998
Education
Seton Hall University School of Law
JD
Drew University
BA, Political Science / Economics
Brian Worth's Coopers & Lybrand Experience May 1984 - February 1995
Job Chief Financial Officer at The Waldinger Corporation
Industry Construction
Experience
The Waldinger Corporation October 2009 - Present
McGladrey & Pullen February 1995 - September 2009
Coopers & Lybrand May 1984 - February 1995
Skills
Accounting, Budgets, Supervisory Skills, Project Planning, Value Engineering, Contract Negotiation, SEC filings, Construction Management, Finance, Construction, Tax, Contractors, Project Management, Management, Strategic Planning, Risk Management, Public Speaking, Purchasing, Sales Management, Facilities Management, Forecasting, Real Estate, CPA, Income Statement, Financial Reporting, Procurement, Contract Management, Process Improvement, Team Building, Account Management, Executive Management, Coaching, Inventory Management, Operations Management, New Business Development, HVAC, Business Planning, Real Estate Development, Cost Accounting, Negotiation, Process Scheduler, Marketing, GAAP, Managerial Finance, Sales, Microsoft Office, Project Estimation, Leadership, Analysis, Microsoft Excel
Education
Drake University 1985 — 1989
Masters, Taxation
University of Northern Iowa 1980 — 1984
BA, Accounting
The Waldinger Corporation October 2009 - Present
McGladrey & Pullen February 1995 - September 2009
Coopers & Lybrand May 1984 - February 1995
Skills
Accounting, Budgets, Supervisory Skills, Project Planning, Value Engineering, Contract Negotiation, SEC filings, Construction Management, Finance, Construction, Tax, Contractors, Project Management, Management, Strategic Planning, Risk Management, Public Speaking, Purchasing, Sales Management, Facilities Management, Forecasting, Real Estate, CPA, Income Statement, Financial Reporting, Procurement, Contract Management, Process Improvement, Team Building, Account Management, Executive Management, Coaching, Inventory Management, Operations Management, New Business Development, HVAC, Business Planning, Real Estate Development, Cost Accounting, Negotiation, Process Scheduler, Marketing, GAAP, Managerial Finance, Sales, Microsoft Office, Project Estimation, Leadership, Analysis, Microsoft Excel
Education
Drake University 1985 — 1989
Masters, Taxation
University of Northern Iowa 1980 — 1984
BA, Accounting
Eric Randolph's Coopers & Lybrand Experience 1997 - 1998
Job Attorney at Law Office of Eric J. Randolph
Industry Law Practice
Experience
Law Office of Eric J. Randolph April 2004 - Present
Ernst & Young 1999 - 2002
Coopers & Lybrand 1997 - 1998
Education
Duquesne University School of Law 1998 — 2001
Juris Doctorate
Indiana University of Pennsylvania 1995 — 1996
MBA, Accounting
Law Office of Eric J. Randolph April 2004 - Present
Ernst & Young 1999 - 2002
Coopers & Lybrand 1997 - 1998
Education
Duquesne University School of Law 1998 — 2001
Juris Doctorate
Indiana University of Pennsylvania 1995 — 1996
MBA, Accounting
Carolyn Ehrlich's Coopers & Lybrand Experience 1985 - 1992
Job Controller at St. Joseph's Prep
Industry Education Management
Experience
St. Joseph's Prep School 2013 - Present
St. Joseph's Prep 2009 - Present
Coopers & Lybrand 1985 - 1992
Education
Drexel University - College of Business and Administration
Bachelor's Degree, Accounting
St. Joseph's Prep School 2013 - Present
St. Joseph's Prep 2009 - Present
Coopers & Lybrand 1985 - 1992
Education
Drexel University - College of Business and Administration
Bachelor's Degree, Accounting