Coopers & Lybrand
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Coopers & Lybrand Employees
Joust Inc. (or joust.com) January 2013 - Present
Velocity Electronics March 2001 - December 2011
University of Texas at Austin February 2009 - August 2009
Idealab January 2000 - March 2001
WeddingChannel April 1996 - December 1999
Riordan & McKinzie 1995 - 1996
Coopers & Lybrand 1994 - 1995
Education
Georgetown University Law Center 1991 — 1994
JD
University of California, Irvine 1985 — 1989
BA, Political Science
StormHarbour Partners, LP September 2013 - Present
etouches, Inc. May 2013 - September 2013
Cartridge World of Fairfield County 2009 - 2013
Nikko Asset Management Americas, Inc 2006 - 2009
Zurich Capital Markets 2002 - 2005
Parker Global Strategies 2001 - 2002
RBS Greenwich Capital 1991 - 2000
Salomon Brothers 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management
Education
Georgetown University 1978 — 1982
B.S., Accounting
Friends Academy 1974 — 1978
3M Company 2011 - Present
3M Company 2006 - 2011
Illinois Tool Works Inc. 2000 - 2006
Dean Foods Company 1998 - 2000
Coopers & Lybrand 1997 - 1997
Ernst & Young, LLP 1995 - 1997
Skills
Mergers, International Tax, Tax Law, International Tax..., Restructuring, Due Diligence, Corporate Tax, Tax Compliance, Federal Tax, Tax Audits, Tax Research, Cross-border..., Negotiation, Corporate Law, Contract Negotiation, Mergers & Acquisitions, Income Tax, Corporate Governance, Tax, Divestitures, Business Valuation, Acquisition Integration, Valuation, Capital Markets, Corporate Tax Planning, Legal Writing, US Tax, Legal Research, Financial Structuring
Education
Georgetown University Law Center 1992 — 1995
J.D., Law
University of Maryland College Park 1990 — 1992
B.A., economics, government and politics
Southern Company 2002 - 2008
Cox Communications 2000 - 2002
Canada Life 1999 - 2000
Allied Solutions Group Inc 1998 - 1999
Coopers & Lybrand 1995 - 1998
Skills
MS Project, SDLC, Sarbanes-Oxley Act, Infrastructure, Benchmarking, PMI, Event Management, Business Process, Projects, PMP, Program Management, Cross-functional Team..., Budgets, Project Management, Software Project..., PMO, Leadership, ERP, Testing, Management, Microsoft Project
Education
Georgia Institute of Technology 1992 — 1994
MBA, Marketing Research
Georgia Institute of Technology 1987 — 1992
BSMgt, Marketing Research
....so long ago....
Master of Business Administration (MBA)
Tax Team, LLC 2003 - Present
Alexander Consulting 1997 - 2003
JLA Leasing Corp 1995 - 1997
California State Automobile Assn-Inter Insurance Bureau 1991 - 1997
Coopers & Lybrand 1984 - 1990
Skills
VDA, Sales/Use Tax Compliance, Property Tax Compliance, Personal Income Tax..., Sales/Use & Propety Tax..., Insurance, Leasing, Software Companies, Auctions
Education
Golden Gate University
McCann School of Business and Technology
The University of Georgia
Aon October 2002 - Present
KPMG Bermuda 1996 - 2000
Rollins Hudig Hall 1991 - 1996
Coopers & Lybrand 1989 - 1991
Farmers Insurance 1988 - 1989
Skills
Actuarial Science, Property & Casualty..., Enterprise Risk..., Reinsurance, Captives, Insurance, Liability, General Insurance, Workers Compensation, Actuarial Consulting, Commercial Insurance, Financial Risk, Underwriting, Brokers
Education
Hamline University
BA, Mathematics
American International Group, Inc. January 1995 - Present
Coopers & Lybrand October 1987 - December 1994
GEICO Corp. January 1981 - September 1987
Skills
Corporate Taxation, Tax Controversy, Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Tax Accounting, Internal Controls, Financial Accounting, Income Tax, Financial Analysis, Strategic Financial..., SEC filings, Tax Law
Education
The George Washington University - School of Business 1979 — 1981
M.B.A., Finance and Investments
Gettysburg College 1971 — 1975
B.A., Business Administration with an Accounting Specialty
Coca-Cola 1992 - Present
Coopers & Lybrand May 1988 - June 1990
Skills
Asset Management, Business Strategy
Education
University of Virginia Darden School of Business 1990 — 1992
MBA
Georgetown University 1984 — 1988
Towers Watson September 1996 - Present
Actuarial Sciences Associates February 1994 - August 1996
Coopers & Lybrand June 1989 - January 1994
Education
Rutgers University 1987 — 1989
Bachelor of Arts (B.A.), Mathematics
Gustavus Adolphus College 1985 — 1987
Executive Success Partners CRG Leadership Institute January 2000 - Present
Exceptional Wisdom Radio December 2008 - Present
Consulting Resource Group, Inc. October 1994 - October 2006
Coopers & Lybrand 1984 - 1994
PricewaterhouseCoopers 1984 - 1994
Skills
Executive Coaching, Executive Branding, Presentation Coaching, Professional Speaker, Conference Presentations, Seminar Speaker, Career Development, Personal Branding, Career Management, Interview Coaching, Career Counseling, Leadership Development, Executive Development, Organizational..., Organizational..., Personal Development, Employee Engagement, Thought Leadership, Strategic Leadership, Motivational Speaking, Entrepreneurship, Job Coaching, Leadership, Public Speaking, Training, Strategy, Management Consulting, Start-ups, Small Business, Management, Workshop Facilitation, Business Coaching, Social Networking, Performance Improvement, Organizational..., Coaching, Consulting, Human Resources, Staff Development, HR Consulting, Employee Training, Strategic Thinking, Executive Management, Strategic Planning, Interviews, Business Networking, Emotional Intelligence, Training Delivery
Education
Georgia Institute of Technology 1982 — 1984
MBA, Accounting
University of Georgia 1977 — 1981
BBA, Finance and Accounting
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2006 - May 2014
Merrill Lynch April 2004 - October 2006
Rock Solid Technology, Inc. July 2000 - February 2004
The University of Texas at Austin 1996 - 2001
Jackson Walker LLP July 1997 - June 2000
Coopers & Lybrand March 1993 - December 1995
IBM June 1991 - March 1993
Monsanto Company August 1986 - August 1990
US Army December 1972 - December 1975
Skills
Investments, Financial Advisory, Retirement Planning, Equities, Financial Services, Securities, High Net Worth...
Education
Yale University - Yale School of Management 1990 — 1992
MBA
Georgetown University Law Center 1977 — 1980
JD
The University of Texas at El Paso 1976 — 1977
BBA
Moore Colson October 2013 - Present
Moore Colson January 1993 - October 2013
Moore Colson January 1991 - December 1992
Coopers & Lybrand January 1986 - December 1990
Skills
Succession Planning, Restructuring, Corporate Tax Planning, Income Tax, Mergers & Acquisitions, Financial Planning, Estate Planning, S Corporations, Private Equity, IRS
Education
Georgia State University 1984 — 1986
Master's Degree, Taxation
University of Florida 1980 — 1984
Bachelor's Degree, Accounting
Top Tier Group LLC September 2009 - Present
Tall Trees Consulting August 2002 - Present
Accenture August 2010 - February 2012
Capgemini June 2007 - September 2010
Intelleflex September 2002 - August 2004
Gartner January 2000 - September 2002
CSC 1997 - 1999
Adobe Systems 1995 - 1997
Coopers & Lybrand 1994 - 1995
Amdahl 1990 - 1994
Skills
Management Consulting, Supply Chain Management, Supply Chain, Cost Reduction, International Trade, SAP GTS, Global Operations, Start-ups, Business Planning, SAP, Business Development, Mergers & Acquisitions, Product Management, Logistics, Management, Outsourcing, Marketing Strategy, Marketing, Venture Capital, Procurement, Consulting, Business Analysis, Strategy, Integration, Market Research, Strategic Planning, Cross-functional Team..., Analysis
Education
Golden Gate University 1987 — 1989
MBA, International Business
University of California, Santa Barbara 1973 — 1975
BA, Political Science, Economics
PricewaterhouseCoopers LLP September 2012 - Present
PricewaterhouseCoopers LLP September 2009 - September 2012
PricewaterhouseCoopers LLP July 2003 - August 2009
PricewaterhouseCoopers LLP September 1999 - July 2003
Coopers & Lybrand/PricewaterhouseCoopers LLP May 1997 - August 1999
Coopers & Lybrand May 1995 - April 1996
West Publishing October 1994 - April 1995
Tax Analysts May 1993 - September 1994
Coopers & Lybrand May 1989 - April 1993
Tax Analysts September 1986 - April 1989
Skills
Digital Marketing, Creative Strategy, Thought Leadership, Social Media, Strategy, B2B Marketing, Content Strategy, Digital Innovation, Social Media Marketing, Online Advertising, People Development, Global Marketing, Strategic Leadership, Digital Strategy, Analytics, Marketing Strategy, Online Marketing, Leadership, Strategic Partnerships, Web Analytics, Social Networking, Knowledge Management, Web 2.0, SEM, Integrated Marketing, Marketing Communications, Strategic Communications, Marketing, B2B, Market Research, Corporate Branding, Mobile Devices, Management, Business Strategy, Corporate Communications
Education
Georgetown University
BSFS
American Academy of Actuaries June 2009 - Present
AFCEA International October 2003 - June 2009
Recreational Boating and Fishing Foundation 1999 - 2003
American Sportfishing Association 1994 - 1998
Coopers & Lybrand 1991 - 1994
Skills
Auditing, Non-profits, Nonprofits, Accounting, E-commerce, Leadership, Government, Finance, Strategic Planning, Financial Reporting, Budgets, Management
Education
The George Washington University - School of Business
MS Accountancy, Accounting and Finance
George Mason University
BS, General Business
Darsam International, LLC June 2011 - Present
Tiso Group April 2002 - May 2011
Goldman Sachs 1991 - 1995
Coopers & Lybrand 1985 - 1989
Skills
Private Equity, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investments, Structuring, Investment Banking, Debt, Capital Markets, Emerging Markets, Funding, Capital Raising, Finance, Financial Structuring, Mergers, Strategy
Education
Harvard Business School 1989 — 1991
Master in Business Administration, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science in Economics, Accounting
Oberlin Wealth Partners, LLC January 2015 - Present
Northern Trust 2008 - November 2014
UBS Financial Services 2005 - 2008
Northern Trust Corporation 2001 - 2005
Interprise Technology Partners 1999 - 2001
INVESCO Capital Management 1992 - 1999
Coopers & Lybrand 1982 - 1990
Skills
General Management,..., Equities, Banking, Asset Managment, Wealth Management, Finance, Management, Investment Management, Wealth Management..., Auditing, Asset Management, Financial Modeling, Alternative Investments, Latin America, Hedge Funds, Due Diligence, Strategic Planning, Valuation, Private Equity, Mergers & Acquisitions, Private Banking, Financial Analysis, Accounting, Wealth, Portfolio Management, Strategic Financial..., Capital Markets, Securities, Fixed Income, Asset Allocation, Financial Planning
Education
Harvard Business School 1990 — 1992
MBA, Finance & General Management
University of Miami 1978 — 1982
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Independent 2007 - Present
Park Electrochemical Corp 2006 - 2007
Photocircuits Corporation 1991 - 2006
Redcor Properties, Inc. 1987 - 1990
Gas Spring Corporation 1975 - 1987
Coopers & Lybrand 1965 - 1975
Education
Gettysburg College 1961 — 1965
Bachelor of Arts (BA), Business Administration
DSZ Forensic Accounting & Consulting Services LLC January 2008 - Present
US Depatment of Justice - United States Marshals Service February 2013 - August 2015
New York University February 2008 - June 2013
RGL Forensics January 2009 - January 2010
Independent Risk Consulting Services January 2008 - December 2008
Protiviti August 2004 - December 2007
Lazar Levine & Felix LLP September 2000 - August 2004
Deloitte & Touche LLP March 1996 - August 2000
Coopers & Lybrand 1990 - 1996
Skills
Fraud Prevention, Risk Assessments, Forensic Accounting, Litigation Consulting, Corporate Governance, Accounting, Expert Witness, Anti-fraud, Finance, Corporate Law, Certified Fraud Examiner, Litigation Support, Business Valuation, Fraud, FCPA, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Auditing, SEC filings, Financial Reporting, Forensic Analysis, Managerial Finance, Cash Flow, Risk Assessment, Financial Analysis, Tax, Financial Statements, Insurance, Sarbanes-Oxley, Investigation, Corporate Finance, IT Audit, CPA, Litigation, GAAP, Corporate Tax, Financial Accounting, Mergers & Acquisitions, Financial Services, Restructuring, Financial Risk, Assurance, Private Investigations, Financial Modeling, US GAAP, Risk Management, Valuation
Education
Pace University 1988 — 1990
Masters of Science, Accounting
Georgia Institute of Technology 1977 — 1984
BSIMgt, Finance, Industrial/Organizational Psychology
New York University
IBM Global Business Process Services April 2013 - Present
Independent Consultant January 2012 - March 2013
Essential Mortgage, Inc 2004 - 2011
ASI Services 1996 - 2000
McGladrey 1994 - 1996
Coopers & Lybrand 1992 - 1994
Skills
Business Process, Software Documentation, Internal Audit, Microsoft Office, JavaScript, HTML, Financial Analysis, SDLC, Websphere, Certified IBM 000-175..., Certified IBM 000-170..., IBM Blueworks Live..., IBM WebSphere Lombardi..., Web Design &..., MS Office Suite, Quickbooks, Peachtree, Loan Origination, Sales & Marketing, WebSphere, Management
Education
University of Iowa 1991 — 1992
Master of Arts (MA), Accounting
Graceland University 1985 — 1989
Bachelor of Arts (B.A.), Accounting; Bussiness Admin; Economics
Badger Daylighting Corp April 2015 - Present
Waste Management March 2008 - March 2015
Waste Management April 2003 - March 2008
Waste Management May 1991 - April 2003
Coopers & Lybrand June 1988 - May 1991
Skills
Sales Management, Project Finance, Business Development, Logistics, Special Events..., Sales, Team Building, Account Management, New Business Development, Sustainability
Education
Rider University 2012 — 2014
Master of Business Administration (M.B.A.)
Georgian Court College 1984 — 1988
Bachelor's Degree, Accounting, Magna Cum Laude
Bible Harris Smith PC August 2014 - Present
Pugh CPAs September 1997 - July 2014
Coopers & Lybrand March 1995 - December 1995
Skills
Income Tax, Consolidated Returns, Multi State, Tax Advisory, Tax Preparation, Tax, Tax Returns, Tax Accounting, Tax Research, CPA, Corporate Tax, ProSystem fx Tax, Tax Law, Multi-state tax returns, Partnership Taxation, Business Tax Planning, CCH ProSystem fx, S Corporations, US Tax, Accounting
Education
Haslam College of Business at the University of Tennessee 1996 — 1997
MAcc, Taxation
Haslam College of Business at the University of Tennessee 1992 — 1995
BS, Accounting
Oak Ridge High School 1989 — 1992
High School Diploma
Microsoft 2014 - Present
Navigant 2012 - 2013
AFE Consulting Inc. (acquired by Navigant) 2011 - 2012
Analysis Group, Inc. 2006 - 2010
LECG, Inc. (Law & Economics Consulting Group) 1995 - 2006
Coopers & Lybrand 1993 - 1995
Skills
Expert Witness, Economics, Valuation, Financial Modeling, Management Consulting, Financial Analysis, Strategy, Mergers, Start-ups, Due Diligence, Quantitative Analytics, Business Strategy, Energy, Data Analysis, Private Equity, Business Valuation, Finance, Mergers & Acquisitions, Management, Forecasting
Education
Georgetown University - The McDonough School of Business
MBA
Penn State University
BS, Petroleum Engineering
The Wharton School March 2008 - Present
AT&T 1986 - 2002
Coopers & Lybrand September 1982 - June 1984
Skills
International Business, Business Strategy, Market Research, Advertising, Digital Media, Thought Leadership, Strategy, Competitive Analysis, Digital Marketing, Marketing Strategy, Integrated Marketing, Social Media, Digital Strategy, TV series, Writing, Management, Strategic Partnerships, Product Management, Marketing, Leadership, Marketing Communications, Brand Development, Online Marketing, Analytics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, International Marketing
University of Pennsylvania 1984 — 1985
Masters, International Studies
Georgetown University 1978 — 1980
BSFS, International Politics and Economics
Franklin College Switzerland 1976 — 1978
AA, International Politics & Economics
Health Care Program Advisors October 2003 - Present
Cap Gemini Ernst & Young 2000 - 2003
Ernst and Young 1997 - 2000
Kurt Salmon Associates 1993 - 1997
First Consulting Group 1993 - 1993
Coopers & Lybrand 1988 - 1993
Education
Georgia Institute of Technology 1983 — 1988
Furious Integrated Training Systems, Inc. August 2010 - August 2012
Gap Inc. Outlet Division February 1991 - January 2009
Coopers & Lybrand March 1989 - January 1991
United States Foreign Service August 1985 - February 1989
Skills
Strategic Planning, Business Intelligence, Business Analysis, New Business Development, Business Process, People Management, Leading People, ERP/CRM, Process Improvement, Software Implementation, SaaS, Cloud Computing, Financial Planning, Financial Management, Product Development, Program Management, Business Process..., ROI development, ROI Accountability, KPI, Enterprise Software, Software Design, Business Change..., Vendor Relations, Contract Negotiation, Vendor Management, Cross-functional Team..., Recruitment/Retention, Social Media, Great People Skills, Leadership Mentoring, People Training, Operations Management, Operational Planning, Solution Architecture, Agile, Scrum, Problem Solving, User Acceptance Testing, User Management, Leadership, Management, Forecasting, Project Management, Mergers & Acquisitions, Executive Management, Leadership Development, Project Planning, Recruiting, Visio
Education
Golden Gate University 1985 — 1989
Coursework, MBA
Mansfield State University 1981 — 1984
Bachelor, Social Work and Criminal Psychology
Actavis plc March 2014 - Present
Actavis November 2011 - February 2014
Johnson & Johnson March 2011 - November 2011
Johnson & Johnson October 2009 - March 2011
Johnson & Johnson May 2008 - October 2009
ALZA Corporation July 2002 - May 2008
Synopsys 2001 - 2002
XUMA 1999 - 2001
SGI 1997 - 1999
Coopers & Lybrand 1993 - 1995
Skills
Product Development, Strategic Planning, Six Sigma, Supply Chain Management, Budgets, Manufacturing, Forecasting, Lean Manufacturing, Leadership, Cross-functional Team..., Start-ups, Management, Project Management, Program Management, Process Improvement, Supply Chain, Procurement, Continuous Improvement, Project Planning, Inventory Management, Outsourcing
Education
Harvard Business School 1995 — 1997
MBA
Princeton University 1989 — 1993
BSE
Artell Law Group, LLC 2009 - Present
Rhoads & Sinon LLP 2007 - 2009
Rhoads & Sinon LLP 1997 - 2007
Buchanan Ingersoll PC 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Tax Law, Corporate Law, Contract Negotiation, Estate Planning
Education
Georgetown University Law Center
LLM, Taxation
Widener University School of Law (PA)
J.D.
Lebanon Valley College
B.S., Finance
Ingram Innovations 2006 - Present
Easy Digital, Inc. 2005 - 2005
Aspire Consulting Group 2003 - 2005
PricewaterhouseCoopers 1998 - 2002
PWC 1993 - 2002
PwC Consulting 1993 - 2002
Coopers & Lybrand 1993 - 1996
Goodyear 1988 - 1991
Goodyear Tire & Rubber Company 1988 - 1991
Skills
Strategy, Cross-functional Team..., Supply Chain Management, Process Improvement, Supply Chain, Procurement, Management Consulting, Change Management, Strategic Sourcing, Management, Project Management, Strategic Planning, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, General Management
Georgia Institute of Technology 1982 — 1987
Bachelor, Mechanical Engineering
Nuclear Fuel Services February 2011 - Present
Progress Energy May 2000 - April 2010
Duke Energy April 1992 - May 2000
Rimtrax Corporation November 1987 - February 1992
Coopers & Lybrand March 1983 - November 1987
Skills
Auditing, Managerial Finance, Budgets, Financial Reporting, Forecasting, Accounting, Finance, Variance Analysis, Team Building
Education
University of Tennessee-Knoxville - College of Business Administration 1978 — 1983
Bachelor of Science (B.S.), Accounting
Grant Thornton LLP December 2012 - Present
PwC July 1998 - December 2012
Coopers & Lybrand 1991 - 1998
Cargill, Inc 1988 - 1991
Skills
Tax, Corporate Tax, Indirect Taxation, Tax Advisory
Education
University of Minnesota - Carlson School of Management 1990 — 1995
MBT, Tax
Hamline University School of Law 1985 — 1988
JD, Law
Osseo High School 1979 — 1981
Protiviti February 2014 - Present
MC2 November 2010 - February 2014
Ernst & Young November 1998 - November 2010
Coopers & Lybrand August 1997 - November 1998
World Savings July 1990 - August 1997
Skills
Internal Audit, Process Engineering, ISO 27001, PMO, IT Risk, Compliance, SOX, SAS70, Internal Controls, IT Audit, Auditing, IT Governance, Enterprise Risk..., Audit, Sarbanes-Oxley Act, COSO, Information Technology, CISA, Sarbanes-Oxley, External Audit, Business Process..., Governance, Accounting, Information Security, Business Process
Education
Golden Gate University 1995 — 1997
MBA, Finance
San Francisco State University, College of Business 1988 — 1990
BS, Accounting
Verastem September 2012 - Present
Myriad Genetics September 2009 - Present
Phanstiel Enterprises, LLC January 2008 - Present
WellPoint, Inc. December 1996 - December 2007
Inveresk Research April 2002 - October 2004
Coopers & Lybrand July 1985 - November 1996
Skills
Strategic Planning, Mergers
Education
Golden Gate University
BA
salesforce.com May 2012 - Present
ABC Global Marketing 2004 - Present
Red Dragon Yoga 2001 - Present
Charles Schwab December 2009 - June 2011
One World Partners 2006 - 2007
Sun Microsystems, Inc. 1997 - 2004
Creative Marketing Incentives Group, Inc. 1994 - 1997
Seven Seas Cruise Line January 1992 - December 1994
Coopers & Lybrand 1991 - 1991
Skills
Budget Management, Integrated Marketing, Vendor Relations, Conferences, Event Planning, Strategic Planning, Event Management, Customer Relations, Event Marketing, Contract Negotiation, Demand Generation, Vendor Management, Program Management, Marketing Communications, Budgeting, Budgets, Marketing, New Business Development, Customer Service, Business Development, Marketing Strategy, Cross-functional Team..., Start-ups, Public Relations, Multi-channel Marketing, Leadership, Management, Strategy, Sales, Market Research, Strategic Partnerships, CRM, Entrepreneurship, Social Media Marketing, Copywriting, Product Marketing, Training, Cloud Computing, Salesforce.com, Email Marketing, Account Management, Lead Generation, Online Marketing, Digital Marketing, Direct Marketing, Online Advertising
Education
Golden Gate University 1993 — 1997
MBA, Marketing
University of Colorado at Boulder 1987 — 1990
Bachelors of Science, Advertising
University of Illinois at Urbana-Champaign 1986 — 1987
Marin Software March 2011 - June 2015
Shutterfly, Inc. October 2004 - March 2011
Thomas Weisel Partners August 2000 - July 2004
TriNet Corporate Realty Trust April 1997 - July 1998
Coopers & Lybrand January 1992 - March 1997
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Golden Gate University 1992 — 1995
MST, Taxation
University of Michigan 1987 — 1991
B.A., Economics / Accounting
Asset Strategists, LLC February 2015 - Present
Large & Gilbert PC October 2005 - February 2015
Joseph C. Skalski, P.A. June 1989 - March 2005
Skalski & Clark CPAs April 1989 - January 2005
Babush, Neiman, Kornman & Johnson, LLP 2005 - 2005
Garcia & Ortiz PA 1986 - 1989
Coopers & Lybrand 1982 - 1986
Federal Office of Child Support Enforcement September 1981 - September 1982
Social Security Administration 1978 - 1981
Skills
Construction, Tax, Real Estate, Trusts, Estate Planning, Conservation Easements, Corporate Tax, Estate Tax Planning, Income Tax
Education
New York University - Leonard N. Stern School of Business 1982 — 1983
Accounting/Business Administration
Georgetown University Law Center 1978 — 1982
Doctor of Law (JD)
Seton Hall University 1974 — 1978
BA, Political Science/Accounting
Bayonne High 1970 — 1974
MergerNetwork April 1995 - Present
Brauns Online Media (formerly Marketplace Technologies) 1995 - Present
Brauns Consulting 1992 - 1995
Coopers & Lybrand 1990 - 1991
Experra Corporation 1984 - 1991
Lazard Freres & Co. 1981 - 1984
Merrill Lynch 1978 - 1981
Citibank 1973 - 1975
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Mergers, Entrepreneurship, IPO, Investment Banking, Start-ups, Business Valuation, Corporate Development, Management, International Business, Business Development, Strategy, Joint Ventures, Project Finance, Private Placements, Strategic Planning, Strategic Consulting, Due Diligence, Private Equity, Strategic Partnerships, Business Planning, Business Strategy, Small Business, Investments, Angel Investing, Management Consulting, Software Development, SEO, New Business Development, Real Estate, Finance, Executive Management, E-commerce, M&A experience, Capital, Web 2.0, Funding, Emerging Markets, Databases, Restructuring, Investor Relations, Online Marketplaces
Education
Harvard University, John F. Kennedy School of Government 1977 — 1978
MPA, Public Administration
Harvard Business School 1974 — 1977
MBA, Finance
Harvard College 1968 — 1972
BA, English
MetLife June 2012 - Present
MetLife July 2010 - May 2012
MetLife November 2008 - July 2010
MetLife August 2004 - October 2008
MetLife May 2002 - July 2004
Arthur Andersen LLP July 2000 - May 2002
Arthur Andersen LLP March 1999 - July 2000
Arthur Andersen LLP January 1998 - March 1999
Allmerica Financial May 1996 - December 1997
Coopers & Lybrand November 1992 - April 1996
Skills
Program Management, Insurance, Employee Benefits, Risk Management, Leadership, Strategy, Analysis, Management, Strategic Planning, Project Management, Competitive Analysis, Human Resources, Forecasting, Claim, Financial Services, Sales, Project Planning, Disability Insurance, Marketing, Consulting
Education
Georgia State University 1990 — 1992
Actuarial Science
University of Florida 1989 — 1990
Social Psychology
University of Florida 1985 — 1989
B.S., Statistics
Satellite High School
Mission West Properties, Inc. July 2001 - December 2012
Pacific Gateway Properties, Inc. August 1992 - December 2000
Hunting Gate Investments, Inc. October 1989 - May 1992
Financial Advisory Practice May 1988 - October 1989
Futurtek Communications, Inc. (subsidiary of United Artists) March 1986 - April 1988
Collishaw Development February 1985 - February 1986
Intel Corporation January 1984 - January 1985
Coopers & Lybrand July 1980 - January 1984
Skills
CPA
Education
Golden Gate University 1981 — 1992
Master of Science (M.S.), Taxation and Real Estate Finance
Santa Clara University 1976 — 1980
Bachelor of Science in Commerce (B.S.C.), Accounting and Finance
Greater Atlanta Christian School August 2013 - May 2014
M & M Financial Services 2007 - August 2013
AT&T 1997 - 2007
Osborn Sound and Communications, Inc 1995 - 1997
F.W. Gosman & Company, CPA's 1994 - 1995
Brown Products, Inc 1990 - 1994
Coopers & Lybrand 1985 - 1990
Skills
Process Improvement, Auditing, Analysis, Finance, PeopleSoft, Variance Analysis, Financial Accounting, Internal Audit, Leadership, Cash Management, Account Reconciliation, Cash Flow, Tax, Accruals, Accounts Receivable, Accounts Payable, Payroll, Financial Statements, QuickBooks, Journal Entries, Consolidation, Great Plains Software, Management
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (MBA)
University of Georgia - Terry College of Business
BBA, Accounting
Mayrath & Company, PC January 2013 - Present
Georgetown College July 2010 - December 2012
Lexington Christian Academy February 1998 - June 2010
Lexmark 1995 - 1998
Urgent Treatment Center 1992 - 1995
Coopers & Lybrand 1986 - 1992
Touche Ross January 1985 - October 1986
Education
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Accounting and Business/Management, 4.0 cumulative GPA
Georgetown College 1981 — 1985
Bachelor of Science (BS), Accounting
Steward Health Care LLC December 2010 - Present
MLM-Ventures January 2005 - Present
Hill Holliday Advertising January 1995 - December 2005
Hill, Holliday, Connors, Cosmopulos Inc. 2002 - 2005
Hill Holliday/New York 2002 - 2005
Wheelhouse 2000 - 2002
Coopers & Lybrand January 1990 - December 1995
PwC 1990 - 1995
MIFA 1985 - 1990
Education
Harvard University 1967 — 1971
BA, History
Marqeta January 2015 - Present
i2c Inc. July 2011 - December 2014
TSYS Loyalty November 2009 - July 2011
Fidelity National Information Services January 2007 - June 2009
MasterCard International October 2004 - December 2006
Citi Cards - Retail Private Label July 2002 - August 2004
Fleet Credit Card Services June 1999 - January 2001
MBNA America Bank August 1994 - June 1999
Sigma - Aldrich Corporation July 1992 - July 1994
Coopers & Lybrand January 1989 - July 1992
Skills
Strategic Partnerships, Business Development, Start-ups, Payment Card Processing, Executive Management, Strategy, E-commerce, CRM, Financial Services, Cross-functional Team..., Management, Leadership, Credit Cards, Analytics, Strategic Planning, P&L Management, Banking, Business Intelligence, Marketing, Management Consulting, Risk Management, Program Management, Business Process..., Product Development, Finance, Debit Cards, New Business Development
Education
Stanford University Graduate School of Business 1997 — 1997
Certificate
Harvard Law School 1995 — 1995
Certificate
University of Kansas - Graduate School of Business 1978 — 1980
MBA
Trevecca Nazarene University 1974 — 1978
B.S.
Clean Air Engineering August 2015 - Present
Clean Air Engineering, Inc. February 2007 - July 2015
CUSD #220 1998 - 2007
Clark/Bardes - The Cochlan Organization 1987 - 1990
Coopers & Lybrand 1985 - 1987
Skills
Microsoft Office, Recruiting, Human Resources, Analysis, Customer Service, PowerPoint, Project Management, Business Development, Corporate Recruiting, Environmental Awareness, Office Management, Training, Negotiation, Event Planning, Data Analysis, Dreamweaver, Meeting Planning, Problem Solving, Quality Assurance, organization, Social Networking, Team Building, Environmental Consulting, Management, Communication, Follow Through, Keynote, Strategic Planning, Microsoft Word, Onboarding, Employee Relations, Leadership, Program Management, Microsoft Excel, Operations Management, Team Leadership, Budgets, Research, Applicant Tracking..., College Recruiting, Technical Recruiting, Interviewing Skills, Screening
Education
Regina Dominican H.S.
Harper College
Accounting, Computer Programming
Wright Jr. College
Business Law
St. Robert Bellarmine
Blank Rome LLP 2010 - Present
FTI Consulting 2006 - 2009
Ernst & Young 2000 - 2005
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1998 - 2000
Coopers & Lybrand 1993 - 1998
Department of Treasury 1992 - 1993
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1986 - 1992
Skills
Attorney and Counselor..., Mergers & Acquisitions, Tax, Cross-border..., Mergers, Corporate Law, Tax Law, Due Diligence, Corporate Governance
Education
Harvard Law School
J.D.
University of North Carolina at Chapel Hill
B.A., Philosophy and Political Science
Century Support Services May 2015 - Present
Vocollect by Honeywell December 2011 - May 2015
Vocollect April 2009 - January 2012
BPL Global January 2009 - April 2009
Ericsson Federal Inc July 2006 - December 2008
Marconi July 2000 - January 2006
Calgon January 1994 - March 2000
Coopers & Lybrand September 1991 - January 1994
Skills
Corporate Finance, Sarbanes-Oxley Act, Process Improvement, Revenue Recognition, Forecasting, Financial Analysis, Financial Reporting, Cross-functional Team..., Accounting, Budgets, Business Process..., Product Management, Strategic Planning, Enterprise Software, Business Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2001
MBA, Finance, General
Gannon University 1987 — 1991
BS, Accounting
The North Highland Company June 2013 - Present
inXpay, Inc April 2007 - December 2013
IBM Global Services 2005 - 2007
MasterCard Advisors 2001 - 2005
iXL 1999 - 2001
Ernst & Young 1997 - 1999
Coopers & Lybrand 1993 - 1997
KPMG Advisory 1981 - 1993
Skills
Strategy, Business Strategy, Outsourcing, SaaS, Payments, CRM, Banking, Financial Services, IT Management, Mobile Payments, New Business Development, Management Consulting, Product Management, Business Planning, Business Analysis, Start-ups, Risk Management, Go-to-market Strategy, Consulting, Executive Management, Business Transformation, Management, Leadership, Business Process..., Strategic Partnerships, Business Development, Analytics, P&L Management, Process Improvement, IT Strategy, Mergers, Business Intelligence, Vendor Management, Acquisition Integration, Mergers, Mergers & Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1979
MBA, Finance
Georgia State University
Bachelor of Business Administration (BBA), Management and Finance
CDK Global February 2015 - Present
R.L. Polk August 2013 - January 2015
Ventana Custom Homes 2003 - August 2013
Edgeline Designs, Inc. 2003 - August 2013
Dealertrack Technologies 2011 - 2011
Improvement Interactive August 2009 - December 2010
Mitchell International 2000 - 2001
Reynolds & Reynolds 1986 - 2000
Coopers & Lybrand 1981 - 1986
Skills
Acquisitions, Mobile Marketing, Value Based Selling, New Venture Development, PPC, Salesforce.com, Sales Process, Solution Selling, Strategic Partnerships, B2B, Start-ups, Email Marketing, Direct Sales, Customer Retention, Sales Operations, Lead Generation, Sales, Business Development, Strategic Planning, Training, Marketing, CRM, Selling, Sales Presentations, SaaS, Competitive Analysis, Retail, Enterprise Software
Education
Georgia State University 1978 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Georgia State University - J. Mack Robinson College of Business 1978 — 1981
BBA, Accounting
T3 Advisors, LLC August 2001 - Present
Colliers Meredith & Grew 1999 - 2001
Spaulding & Slye Colliers 1997 - 1999
Studley 1996 - 1997
Coopers & Lybrand June 1995 - December 1996
Skills
Leases, Real Estate, Real Estate Economics, Location Intelligence, Corporate Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Tenant Representation, Lease Negotiations, Portfolio Management, Disposition, Due Diligence, Brokerage, Investments, Dispositions
Education
Harvard University 1991 — 1995
AB, Government
Henry & Horne, LLP 1998 - Present
Coopers & Lybrand 1994 - 1996
Arthur Andersen & Co SC 1992 - 1994
Sanwa Bank 1986 - 1992
First Interstate Bank - California 1981 - 1986
Skills
estate tax, fiduciary tax, gift tax, Estate Tax Planning, Group Presentations, Tax Preparation, Gift Tax, Fiduciary, Estate Planning, Partnership Taxation, Tax, Tax Accounting, Income Tax, Estate Law, Trust Taxation, CPA, High Net Worth..., Corporate Tax, Tax Research, Tax Returns, Forensic Accounting
Education
Golden Gate University 1988 — 1990
MS-Tax, Tax
Northern Arizona University 1974 — 1977
BS
Scottsdale High School 1971 — 1974
Golden Gate University 2008 - Present
UC Berkeley 2012 - 2013
PricewaterhouseCoopers LLP 1982 - 2007
Coopers & Lybrand 1982 - 1998
Skills
Income Tax, Financial Accounting, Financial Analysis, IFRS, Training, CPA, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Corporate Tax, Tax Research, SEC filings, Auditing, Tax Law, International Tax, Tax Accounting, Mergers & Acquisitions, QuickBooks, Nonprofits, Financial Statements, Corporate Finance, Financial Modeling, Tax, Analysis, Mergers, GAAP, Managerial Finance, Due Diligence, Tax Advisory, Strategic Financial...
Education
Golden Gate University, School of Law
Doctor of Law (J.D.)
Golden Gate University, School of Law
LL.M., Taxation
Long Beach Polytechnic High School
University of California, Berkeley
B.A, Humanities (English Emphasis)
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
The Uncommon Consultancy, Inc. January 2014 - Present
CSC November 2011 - August 2014
HP December 2007 - October 2011
Amdocs April 2005 - February 2007
IBM April 2001 - April 2005
PricewaterhouseCoopers August 1987 - April 2001
Coopers & Lybrand 1987 - 1992
KPMG January 1982 - November 1987
Israel Defense Forces August 1971 - July 1976
Skills
Management Consulting, Business Transformation, Strategy, Outsourcing, IT Strategy, Business Development, Professional Services, Mergers & Acquisitions, Cloud Computing, Enterprise Software, Banking, Program Management, Management, Pre-sales, IT Service Management, Consulting, Leadership, Strategic Planning, Financial Services, SaaS, CRM, Sales, New Business Development, Strategic Partnerships, Vendor Management
Education
State University of New York at Albany 1967 — 1971
Bachelor of Science (BS), Biology
Harvard Business School 1998 — 1999
Certificate, Business Leadership, A
Heidrick & Struggles June 2012 - Present
Amrop Battalia Winston April 2003 - June 2012
Isaacson Miller August 1998 - April 2003
Arthur Anderson April 1997 - July 1998
CSC APM 1993 - 1997
Coopers & Lybrand October 1992 - November 1993
Ernst &Young October 1983 - October 1992
St. Francis Hospital & Medical Center 1981 - 1984
Yale New Haven Hospital 1977 - 1978
Skills
Healthcare, Healthcare Industry, Recruiting, Executive Search, Talent Management, Nursing, Management Consulting, Search, Management, Talent Acquisition, Healthcare Consulting, Leadership, Hospitals, Consulting, Performance Improvement, Change Management, Strategic Planning, Leadership Development, Staff Development, Strategy, Organizational...
Education
New York University 1979 — 1981
MA
Georgetown University 1973 — 1977
B.S.N., Nursing
Naugatuck High School
D&Y 2013 - 2014
Healthcare Staffing Associates, LLC 2011 - 2012
Pinnacle Locum Tenens, LLC 2009 - 2011
Interim Physicians, LLC 2004 - 2009
McDonald-Rackley Consulting Group 1998 - 2004
Boyden/Zay & Co. 1998 - 1998
Egon Zehnder International 1996 - 1998
Coopers & Lybrand 1993 - 1996
Price Waterhouse 1992 - 1993
Act III Broadcasting 1988 - 1992
Skills
Contract Negotiation, Executive Search, New Business Development, Full-cycle Recruiting, Start-ups, Sales Management, Consultative Selling, Strategic Planning, Marketing Strategy, Team Leadership, Organizational..., Sales Operations, Business Strategy, Key Account Management, Business Management, Building Relationships, Recruitment/Retention, Talent Acquisition, Healthcare, Customer Relations, Change Management, Physician Recruitment, Customer Service, Research, Management, Physicians, Temporary Staffing, Permanent Placement, Staffing Services, Business Development, Team Building, Operations Management, Training, Strategy, Leadership, Sales, CRM, Marketing, Negotiation, Sourcing, Cold Calling, Recruiting, Program Management, Consulting, Temporary Placement, Interviews, Selling
Education
Georgia State University
The University of Tennessee at Chattanooga
Pon & Associates October 1996 - Present
American Express Tax & Business Services January 1992 - October 1996
Coopers & Lybrand January 1989 - January 1992
Arthur Young December 1987 - December 1988
Arthur Andersen January 1986 - December 1987
Skills
Tax, Strategic Financial..., Accounting, Tax Preparation, Income Tax, Estate Planning, CPA, Business Planning, Small Business, IRS, High Net Worth..., Estate Tax Planning, Retirement Planning, Tax Returns, Financial Planners, Trusts, Real Estate, Options, Retirement, Corporate Tax, Financial Planning, Tax Services, Individual Taxation, Public Speaking, Personal Financial..., Tax Law, Social Security, College Education..., Trust Taxation, Fiduciary Tax, Charitable Gift Planning, Charitable Remainder..., Tax Audit Representation
Education
Golden Gate University 1987 — 1991
MS, Taxation
University of California, Berkeley 1982 — 1985
BS, Business Administration
Alameda High School 1978 — 1982
Novartis February 2013 - Present
Novartis March 2012 - February 2013
Novartis Pharmaceutical Corp. 2011 - March 2012
Performance Plus Consulting January 2009 - March 2012
New Millennial Homes 2002 - 2008
ABB Energy Capital 1996 - 2003
Coopers & Lybrand 1993 - 1996
Westinghouse Electric Company 1990 - 1992
Trammell Crow Residential 1990 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Financial Analysis, Finance, Corporate Finance, Analysis, Business Development, Strategic Planning, Business Planning, Management, Project Finance, Business Process..., Pharmaceutical Industry, Portfolio Management, Management Consulting, Leadership, Budgets, SAP, Mergers & Acquisitions, Venture Capital, Operations Management, Financial Reporting, Accounting, Restructuring, Forecasting, Internal Controls, Start-ups, Due Diligence, Financial Modeling, Executive Management, Performance Improvement, Employee Relations, Real Estate Development, Sales Management, Turn Around Management, Credit, Risk Management, Cash Flow, Financial Structuring, Valuation, Managerial Finance, Acquisition Integration, Internal Audit, Structuring, Cash Flow Management, Project Implementation, Turnarounds, Financial Systems..., CFO, COO, Pharmaceuticals, CPA
Education
Harvard Business School 1986 — 1988
MBA/1988, Operations and General Management
Penn State University 1979 — 1983
BS, Finance, Highest Honors
Roman Catholic 1976 — 1979
High School
Pay Governance LLC July 2010 - Present
Towers Watson 2006 - 2010
Coopers & Lybrand 1993 - 2000
Skills
Executive Pay, Incentive Programs, HR Consulting, Talent Management, Benchmarking, Mergers
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MBA
University of South Carolina-Columbia 1986 — 1990
BS, Economics
Innovative Office Solutions March 2010 - Present
Medcare Products, Inc. March 1998 - February 2010
KPMG March 1995 - March 1998
Coopers & Lybrand January 1990 - March 1995
Skills
New Business Development, Customer Service, Microsoft Excel, Budget, Microsoft Office, PowerPoint, Microsoft Word, Account Management, Sales, Healthcare, Public Speaking, Contract Negotiation, Analysis, Budgets, Finance, Sales Management, Leadership, Sales Operations, Management
Education
Hamline University School of Law 1985 — 1988
JD, Law
St. Olaf College 1981 — 1985
BA, Political Science
ZUMBIER Inc. February 2013 - Present
Fischer Paper Products August 2013 - May 2015
TCS Education System April 2011 - February 2013
The Sterno Group October 2008 - March 2011
IDEX Corporation December 2006 - September 2008
Danaher May 2005 - December 2006
KaVo February 2000 - May 2005
KaVo April 1996 - February 2000
Coopers & Lybrand December 1990 - April 1996
Skills
Forensic Accounting, Strategic Financial..., Process Improvement, Sarbanes-Oxley Act, US GAAP, Mergers, Financial Reporting, Forecasting, GAAP, Acquisitions, Internal Controls, ERP, Internal Audit, General Ledger, Risk Management, QuickBooks, Start-ups, Manufacturing, Financial Analysis, Microsoft Excel, Analysis, Auditing, Accounting, Financial Accounting, Business Planning, P&L Management, SEC filings, Cross-functional Team..., SAP, Logistics, Cost Accounting, Change Management, Managerial Finance, JD Edwards, Corporate Finance, Leadership, Accounts Payable, Cash Flow, Finance, Sarbanes-Oxley, Consolidation, Management, Income Statement, Cash Management, Turn Around Management, Due Diligence, Business Strategy, Budgets, Strategic Planning, Financial Modeling
Education
Northern Illinois University 1988 — 1990
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business
CPA, Accounting
Harper College 1986 — 1988
AA, Accounting
Libertyville High School
Venable LLP February 2000 - Present
Hughes Hubbard & Reed LLP December 1995 - January 2000
Kutak Rock September 1994 - November 1995
Coopers & Lybrand September 1988 - August 1991
Skills
Mergers, Accounting, Entrepreneur, LLC, Hedge Funds, Entrepreneurship, Mergers & Acquisitions, Corporate Law, Finance, Private Equity, Start-ups, Financial Services, Corporate Governance, Tax, Legal Writing
Education
Georgetown University Law Center 1991 — 1994
J.D.
Georgetown University - The McDonough School of Business 1984 — 1988
BSBA, Accounting
Future First - Womens' Congress for Future Generations January 2013 - Present
Wealth for the Common Good October 2009 - Present
United for a Fair Economy July 2008 - November 2009
Wilson Learning January 1985 - June 1989
Medtronic May 1977 - November 1984
Coopers & Lybrand June 1972 - April 1977
Skills
Fundraising, Strategic Planning, Leadership, Negotiation, Management, Non-profits, Business Strategy, Consulting, Organizational..., Leadership Development, Public Speaking, Community Outreach, Grant Writing, Community Organizing, Public Relations, Nonprofits, Policy, Project Planning, Public Policy, Community Development
Education
Harvard University 2007 — 2008
MPA, Public Policy: Inequality
Harvard University Kennedy School of Government 2007 — 2008
MA, Pulic Administration
Humana May 2015 - Present
Humana October 2013 - May 2015
Humana May 2011 - October 2013
Humana, Inc (formerly CompBenefits Corporation) June 2004 - May 2011
CompBenefits/Humana June 2006 - December 2008
CompBenefits/Humana June 2004 - June 2006
The North Highland Company January 2000 - January 2004
Scott Madden & Associates June 1998 - December 1999
Coopers & Lybrand 1994 - 1998
Skills
Strategic Planning, Business Strategy, Business Process, Business Process..., Operations Management, Management Consulting, Consulting, Strategy Execution, Strategic Communications, Six Sigma, Account Management, Leadership Development, Strategic Leadership, Thought Leadership, Team Leadership, Solution Focused, Outcome focused, Client Service Oriented, Strategic Partnerships, Management, Organizational..., business acumen, Business Development, Product Management, Cross-functional Team..., Leadership, Marketing, Process Improvement, Strategy, Client Services, Business Acumen, Team Building, Project Management, Employee Benefits, Healthcare, P&L Management, Product Development, Sales, Insurance, Program Management, Analytics
Education
Georgia Institute of Technology 1992 — 1994
MBA
Miami University 1986 — 1990
BS, Finance
UPS April 2015 - Present
UPS January 2014 - Present
UPS January 2002 - December 2013
UPS May 1994 - December 2001
Coopers & Lybrand 1989 - 1994
BDM International January 1987 - August 1989
U.S. Air Force January 1983 - January 1987
SysteCon Inc. June 1982 - January 1983
Skills
Six Sigma, Strategic Planning, Logistics Engineering, Strategy, Warehousing, Management Consulting, Supply Chain Management, Business Process..., Program Management, Business Strategy, Manufacturing, Procurement, Supply Chain, Operations Management, Logistics Management, Logistics, Process Improvement, Supply Chain..., Management, Transportation..., Consulting, Transportation, Industrial Engineering, 3PL, Engineering Management
Education
Georgia Institute of Technology 2000 — 2002
M.S.
University of Dayton 1984 — 1988
M.S.
Georgia Institute of Technology 1978 — 1982
Bachelor
Landmark Group of Thrivent Financial 2005 - Present
Thrivent Financial for Lutherans 2002 - 2004
Thrivent Financial 1989 - 2001
Coopers & Lybrand February 1987 - 1989
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Insurance, Investment Strategies, Estate Planning..., Charitable Planning..., Retirement Distribution..., Asset Allocation
Education
William Mitchell College of Law 1984 — 1987
JD, Tax, Estate and Charitable Planning
Gustavus Adolphus College 1980 — 1984
BA, Economics, English, Music
Informatica Corporation April 2010 - Present
Yahoo! Inc. September 2007 - April 2010
Agilent Technologies November 2003 - September 2007
Agilent Technologies July 1998 - October 2003
Coopers & Lybrand September 1989 - September 1995
Skills
Cash Management, Corporate Finance, Capital Markets, FX, Investments, Treasury Management, Risk Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA
Golden Gate University 1991 — 1994
MS, Taxation
University of California, Berkeley 1985 — 1989
BA, Economics
Group Health Cooperative 2011 - Present
Slalom Consulting 2010 - 2011
Bill & Melinda Gates Foundation 2008 - 2010
Washington Mutual 2001 - 2008
Nike, Inc. 1996 - 2001
PacifiCare Health Systems 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Vendor Management, SDLC, Process Improvement, Change Management, Team Building, Disaster Recovery, Integration, Management, Project Management, Outsourcing, Risk Management, Coaching, Program Management, Strategy, Procurement, Leadership, Business Intelligence, Cross-functional Team..., Enterprise Architecture, Software Development, PMP, Contract Negotiation, IT Strategy, Budgets, Start-ups, Strategic Planning, Product Management, Project Portfolio..., Supply Chain Management, Business Strategy, Business Process..., Management Consulting, Business Process, Business Analysis, CRM, Cloud Computing, Consulting, Software Project...
Education
Lewis and Clark College 1979 — 1982
Bachelors of Science
George Fox University
Masters
Kellogg Company May 2015 - Present
Kellogg Company December 2010 - Present
Hostess Brands April 2010 - December 2010
Georgia-Pacific LLC February 1995 - October 2009
Arthur Andersen 1993 - 1995
Coopers & Lybrand 1991 - October 1993
National Service Industries 1989 - 1991
Wachovia, A Wells Fargo Company 1986 - 1989
Skills
Strategic Planning, Program Management, Analysis, FMCG, CRM, Marketing, Sales Management, Leadership, Shopper Marketing, Forecasting, Trade Marketing
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, CIS
University of Wisconsin-Oshkosh 1979 — 1984
BBA, Finance
Coulter & Justus, PC October 1997 - Present
Coopers & Lybrand August 1989 - July 1995
Skills
Tax, Income Tax, Corporate Tax, Tax Returns, International Tax, S Corporations, Individual Taxation, Tax Advisory, Tax Preparation, Tax Compliance, Tax Services, Business Advisory, Business Tax, VAT, Tax Audits, Trusts, Estate Planning, Business Planning, Succession Planning
Education
Haslam College of Business at the University of Tennessee 1988 — 1989
Haslam College of Business at the University of Tennessee 1987 — 1989
University of Tennessee-Knoxville 1979 — 1984
BS, Tourism, Food & Lodging Administration
FLEXcon Company March 2010 - Present
FLEXcon January 2006 - March 2010
Acccounting Managagement Solutions December 2004 - December 2005
THAT Corporation April 2001 - August 2003
Atlas Container Corporation October 1997 - April 2001
Fiberspar and Tube Company 1993 - 1996
Coopers & Lybrand July 1989 - July 1993
Arthur Andersen and Company July 1985 - July 1989
Education
Harvard Business School 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Portland State University Foundation June 2007 - April 2015
OHSU Foundation 1999 - 2007
Coopers & Lybrand 1985 - 1988
Skills
Nonprofits, Strategic Planning, Volunteer Management, Program Development, Leadership, Financial Accounting, Non-profits, Fundraising, Budgets, Financial Analysis, Accounting, Higher Education
Education
Grinnell College 1974 — 1979
Bachelor's degree, English Language and Literature/Letters
Cvent September 1999 - Present
Indian CEO Tech Council (now "TiE-DC") May 1997 - January 2013
Shaw Pittman February 1997 - September 1999
Coopers & Lybrand September 1994 - February 1997
Education
Georgetown University Law Center 1995 — 1998
LLM (post law degree)
Washington and Lee University School of Law 1991 — 1994
JD
University of Virginia 1987 — 1991
BS
Siemens Energy 2010 - Present
Morgan Stanley 2010 - 2010
Cowen and Company 2007 - 2009
Dresdner Kleinwort 2006 - 2007
Fintech Advisory Inc. 2004 - 2005
Morgan Stanley 1997 - 2002
Wasserstein Perella 1995 - 1997
Coopers & Lybrand 1994 - 1995
The World Bank 1990 - 1992
Skills
Project Finance, Mergers, Energy, Emerging Markets, Valuation, Investment Banking, Equities, Credit, Industry Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Private Equity, Alternative Investments, Investments, Structuring, Due Diligence, Financial Analysis, Business Strategy, Debt, Risk Management, Financial Structuring, Analysis, Business Development, Finance, Financial Risk, Strategy
Education
University of California, Berkeley 1984 — 1993
Ph.D., Political Economy
Georgetown University 1980 — 1984
B.S., Economics
Bryan Cave Associate EditorFirst Analysis1996 - 1997
Coopers & Lybrand 1994 - 1996
Education
Saint Louis University School of Law 1997 — 2000
JD
University of Sussex 1994 — 1995
MA, English
Georgetown University 1988 — 1992
B.A., English
St. Louis University High School (SLUH) 1984 — 1988
Randstad Technologies US April 2014 - Present
Randstad Technologies US January 2012 - March 2014
Technisource January 2008 - December 2011
Spherion January 2006 - December 2007
Spherion November 2002 - December 2005
Interim Technologies January 1996 - October 2002
Coopers & Lybrand August 1996 - December 1996
L&T 1990 - 1996
Skills
Business Process..., Management, Strategy, Business Analysis, Internet Recruiting, Business Development, Account Management, Business Process, Leadership, Recruiting, CRM, Technical Recruiting, Business Operations, Management Consulting, Project Planning, Service Delivery, Sourcing, Cloud Computing, Project Management, Relationship Management, Interviews, Integration, Team Management, Human Resources, Staffing Services, Applicant Tracking..., Vendor Management, Process Improvement, Talent Acquisition, Performance Improvement, Training
Education
Saint Louis University 2002 — 2002
Mini-MBA
Gujarat University 1986 — 1990
BE, Electrical
Towers Watson March 2010 - Present
Towers Perrin November 2007 - March 2010
Towers Perrin April 1998 - October 2007
Coopers & Lybrand June 1996 - March 1998
Hewitt Associates June 1988 - May 1996
Skills
Workforce Planning, Human Capital Management, Talent Management, HR Strategy, Defined Benefit, Benefits Administration, Employee Benefits, Personnel Management, Executive Pay, Leadership, Human Capital, Organizational Design, Change Management, HR Consulting
Education
Harvard University 1983 — 1987
AB, Mathematics
Cayenne Consulting November 2000 - Present
MyRaptor.com, Inc. November 1999 - November 2000
ID Networks, Inc. February 1999 - October 1999
Salomon Brothers, Inc. January 1995 - February 1999
Coopers & Lybrand October 1992 - November 1994
First Manhattan Consulting Group 1989 - 1991
Skills
Business Planning, Business Strategy, Strategic Planning, New Business Development, Market Planning, Marketing Strategy, Pricing, Start-ups, Financial Analysis, Competitive Analysis, Market Research, Financial Modeling, Market Analysis, Management Consulting, Due Diligence, Budgets, Strategic Consulting, Entrepreneurship, Angel Investing, Business Modeling, Venture Capital, Emerging Technologies, Go-to-market Strategy, Fundamental Analysis, International Business, Forecasting, Business Development, Product Management, Executive Management, Strategy, Finance, Consulting, Corporate Development, Investor Relations, Product Marketing, Financial Projections, Investor Presentations, Budgeting, Strategy Development, Planning, Entrepreneur, Business Growth, Cleantech, Valuation, Management, Analysis
Education
Harvard University 1985 — 1989
BA, Engineering Sciences
Mascoma Valley 1981 — 1985
Targa Resources Corp January 2015 - Present
Sajet Resources LLC July 2014 - January 2015
Syntroleum Corporation February 2003 - June 2014
ABN AMRO October 2000 - March 2002
Prudential Securities February 1997 - October 2000
Trivest, Inc. March 1995 - October 1996
NationsBanc Capital Markets June 1994 - February 1995
Coopers & Lybrand July 1992 - April 1994
Kidder, Peabody & Co. June 1988 - June 1990
E. F. Hutton & Co. June 1987 - December 1987
Skills
Biofuels, Alternative Energy, Mergers, Project Finance, Investment Banking, Energy, Oil, Renewable Energy, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Investor Relations, New Business Development, Corporate Development, Private Equity, Strategy, Mergers & Acquisitions, Structured Finance, Financial Structuring, Joint Ventures, Business Planning, IPO, Restructuring, Finance, Business Development, Capital Markets, Petroleum, Management, Financial Analysis, Strategic Planning
Education
Harvard Business School 1990 — 1992
MBA
Rice University 1983 — 1987
BA
Kent School 1981 — 1983
Strake Jesuit 1978 — 1981
Lisa Tanzer Consulting November 2009 - Present
Cookie Jar Entertainment August 2005 - November 2009
Lisa Tanzer Consulting July 2001 - July 2005
SmarterKids.com June 1999 - June 2001
Staples, Inc. 1998 - 1999
Hasbro October 1994 - June 1998
The Gillette Company June 1993 - October 1994
Coopers & Lybrand 1989 - 1991
Skills
Consumer Products, Strategic Partnerships, Product Marketing, Marketing, Digital Marketing, Loyalty Marketing, Integrated Marketing, Product Management, Licensing, Marketing Strategy, Brand Management, Entertainment, Product Development, Digital Strategy, Video Production, Brand Development, Digital Media, Social Media, Social Media Marketing, Business Development, Strategy, Start-ups, Entrepreneurship, E-commerce, Multi-channel Marketing, Retail, Direct Marketing, Marketing Management
Education
Harvard Business School 1991 — 1993
MBA
Tufts University 1985 — 1989
BA
Needham High School
Seiler LLP April 2015 - Present
Art.com May 2008 - April 2015
LeapFrog Enterprises, Inc June 2007 - May 2008
Leapfrog Enterprises January 2007 - June 2007
LeapFrog SchoolHouse May 2005 - January 2007
Mowat Mackie & Anderson LLP January 2003 - May 2005
Telephia 1999 - 2002
LSVi Software 1995 - 1999
Coopers & Lybrand 1980 - 1984
Skills
Forecasting, Sarbanes-Oxley Act, Process Improvement, Accounting, Accounting System, Start-ups, Budgets, Financial Reporting, Managerial Finance, Analysis, Corporate Finance, GAAP, Leadership, Revenue Recognition, General Ledger, Sarbanes-Oxley, Accounts Payable, Finance, ERP, Internal Controls, Variance Analysis, US GAAP, SEC filings, Executive Management, Great Plains Software
Education
Golden Gate University
San Francisco State University
BS
7 Mile Advisors July 2008 - Present
DecisionPoint International January 2000 - February 2008
Transamerica November 1996 - December 1999
Coopers & Lybrand June 1994 - November 1996
Skills
Investment Banking, Venture Capital, Management Consulting, Analysis, Corporate Development, Acquisition Integration, Private Equity, Mergers, Corporate Finance, Business Strategy, Financial Modeling
Education
Wake Forest University 1997 — 1999
MBA, Marketing
Hampden-Sydney College 1985 — 1989
BA, Economics
Norfolk Academy 1983 — 1985
James Osial. CPA November 2014 - Present
HP - Autonomy March 2011 - November 2014
Nordic Windpower - Renewable Energy company September 2009 - April 2011
Novariant, Inc January 2007 - February 2009
Sun Microsytems June 1996 - December 2007
National Semiconductor 1993 - 1996
Coopers & Lybrand 1990 - 1993
Skills
Forecasting, Financial Reporting, Strategy, Financial Modeling, Accounting, Finance, Start-ups, Internal Controls, Auditing, Analysis, Management, Budgets, ERP, Business Process, Leadership, Strategic Financial..., Internal Audit, Program Management, Corporate Finance, Revenue Recognition
Education
Golden Gate University
International Business/Tax
San Jose State University- Lucas School of Business
MBA, Marketing & Finance
Stanford University
Operations Mgmt
University of Baltimore- Merrick School of Business
BS, Accounting
First Republic Bank September 2012 - Present
San Francisco Institute of Internal Audit June 2013 - Present
Big Brothers Big Sisters of the Bay Area June 2012 - Present
McKesson September 2011 - August 2012
McKesson July 2009 - September 2011
McKesson January 2007 - July 2009
Greater Bay Bancorp 2006 - 2006
KPMG LLP 2001 - 2005
PricewaterhouseCoopers 1996 - 2001
Coopers & Lybrand 1996 - 1996
Education
Harvard Business School
General Management Program (GMP)
University of California, Los Angeles
BA, Economics, Minor in Accounting, Specialization in Computing
University of Cambridge
Summer abroad program - studied economics and social science from a global perspective
mbaMission August 2008 - Present
MBA Mission 2008 - Present
Philip Crosby Associates September 2005 - April 2008
JPMorgan Chase June 2001 - March 2005
American Express October 1995 - June 2001
Coopers & Lybrand September 1994 - October 1995
Skills
Strategy, Process Improvement, Business Process..., Business Strategy, Cross-functional Team..., Six Sigma, Leadership, Social Media, Management
Education
Harvard Business School 1992 — 1994
MBA, with Distinction, General Management
Harvard University 1984 — 1988
A.B., Magna Cum Laude, Cultural Anthropology
Digital Mavericks, LLC January 2015 - Present
Teradata Corporation March 2008 - May 2015
ProxyMed, Inc. June 2006 - September 2008
CheckFree Corporation January 2007 - March 2008
Serologicals Corp. March 1998 - December 2006
Quality Furniture Co. October 1990 - December 1997
Coopers & Lybrand August 1973 - March 1990
Education
Georgia Institute of Technology 1967 — 1971
BSIM, Industrial Management
Georgia State University 1971 — 1973
MBA, Accounting
Haas School of Business - UC Berkeley September 2014 - Present
Accenture August 2007 - February 2015
Wells Fargo November 2004 - March 2007
accenture 1999 - 2004
Booz Allen & Hamilton April 1993 - September 1999
Coopers & Lybrand 1991 - 1994
Skills
Strategy, Business Transformation, Change Management, Strategic Planning, Management Consulting, Business Process..., Organizational Design, Program Management, Business Analysis, Business Strategy, Acquisition Integration, IT Strategy
Education
Harvard University
AB, Economics & Government
New York University - Leonard N. Stern School of Business
MBA, Finance
Marlborough School
Merkle June 2014 - Present
Merkle July 2009 - Present
FICO April 2008 - July 2009
FICO 2001 - 2007
eMaven 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1995 - 1996
Gemini Consulting 1989 - 1995
Skills
Relationship Marketing, Multi-channel Marketing, Database Marketing, Web Analytics, Pharmaceuticals, Marketing Strategy, Product Management, Management Consulting, Strategic Planning, Strategy Development, Cross-functional Team..., Business Analysis, Digital Marketing, Online Marketing, Direct Marketing, Analytics, Customer Analytics, Team Building, Process Improvement, Vendor Management, Social Media, Social Media Marketing, Mobile Marketing, educational technology, Curriculum Assessment, B2B, Strategy, Pharmaceutical Industry, Management, Digital Strategy, Leadership, Integrated Marketing, CRM, Market Research, E-commerce, Direct Mail, Strategic Consulting, Marketing Analytics, Brand Management, Segmentation, Marketing, Consulting, Email Marketing, Competitive Analysis, Lead Generation
Education
Harvard University Graduate School of Education 2004 — 2006
Ed. M, Educational Technology and Human Cognitive Development
University of Massachusetts Boston 1996 — 1998
BS
Rind & Associates, LLC October 2003 - Present
Marden, Harrison & Kreuter, LLP (JH Cohen) December 1998 - October 2003
Coopers & Lybrand January 1997 - June 1998
Kera & Weiner & Company, LLP July 1995 - January 1997
BDO Siedman September 1994 - July 1995
Price Waterhouse 1991 - 1994
Education
Golden Gate University 1987 — 1990
College of San Mateo 1984 — 1986
None, Accounting + Computer Technology
JetFleet Management Corp January 1993 - Present
Coopers & Lybrand October 1989 - December 1992
Coopers & Lybrand 1989 - 1992
Skills
Financial Reporting, GAAP, Financial Analysis, Financial Modeling, Corporate Tax Planning, Corporate Tax, Legal Research, Technical Writing, Strategic Planning
Education
Golden Gate University 1990 — 1995
MST, Taxation
University of Notre Dame 1985 — 1989
BBA, Accounting
Fusion Consulting Group, Ltd November 2007 - Present
Integrated Marketing Services June 2005 - November 2007
Millennium Sales & Marketing June 1997 - May 2005
Reach Marketing 1993 - 1997
Glendinning Associates 1990 - 1992
Coopers & Lybrand 1989 - 1990
CBS Television Network 1981 - 1984
Skills
Customer Insight, Marketing Research, Strategy, New Business Development, Marketing Strategy, Shopper Marketing, Sales Management, Consumer Products, Business Strategy, Management Consulting, Market Analysis, Business Planning, Analytics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Marketing and Decision Sciences
Harvard University 1977 — 1981
Bachelor of Arts (BA), Economics
Deloitte Services LP March 2007 - April 2012
Deloitte Services LP May 2000 - April 2012
The Leukemia & Lymphoma Society 1994 - 2009
Deloitte May 2000 - May 2007
PricewaterhouseCoopers August 1994 - May 2000
Kaufman, Davis, Ruebelman, Posner & Kurtz 1986 - 1994
Coopers & Lybrand 1978 - 1984
Skills
Performance Measurement, Management Consulting, Business Process..., Performance Improvement, Change Management, Alumni Affairs, Organizational Design, Performance Management, Strategic Planning, Organizational..., Business Transformation, Organizational..., Governance, Strategy, Human Resources, Program Management, Mergers & Acquisitions, Talent Management, Executive Management, Leadership, Executive Coaching, Leadership Development, Operational Excellence, Process Improvement, Acquisition Integration, Consulting, Workshop Facilitation, Business Strategy, Auditing, Policy, Risk Management, Management, Outsourcing, Sarbanes-Oxley Act, Start-ups, SEC filings, Analysis, Enterprise Risk..., Restructuring, Internal Controls, Due Diligence
Education
Georgetown University 1975 — 1978
MS, Accounting
Georgetown University 1970 — 1974
BS, Spanish
Herricks High School 1968 — 1970
Deluxe Media Creative Services January 2011 - Present
Ascent Media Group June 2001 - December 2010
Broadband Sports September 1999 - April 2001
The Walt Disney Company 1997 - 1999
Coopers & Lybrand April 1993 - April 1997
Skills
Strategic Planning, Business Strategy, Strategy, Mergers & Acquisitions, Business Planning, Leadership, Management, Strategic Partnerships, Start-ups, Business Development, Financial Modeling, Mergers, Digital Strategy, Financial Analysis, Digital Media
Education
Harvard Business School 2010 — 2010
Washington University in St. Louis 1989 — 1993
BSBA, Business Administration and Management, General
The Boston Consulting Group March 2009 - Present
BearingPoint August 2007 - February 2009
Ernst & Young 1999 - 2007
Coopers & Lybrand 1993 - 1998
Skills
Tax, Finance, Sarbanes-Oxley Act, Financial Analysis, Management Consulting, Financial Reporting, Financial Modeling, Internal Controls
Education
Georgetown University 1984 — 1988
Bachelor of Arts (BA), French Language and Literature
European University (Barcelona Campus)
MBA, International Business
Bentley College
Masters of Taxation, Tax Law/Taxation
Neuberger Berman May 2004 - Present
HNW January 2002 - May 2004
Goldman Sachs January 2000 - January 2001
The Wall Street Journal Online January 1998 - January 2000
Coopers & Lybrand January 1996 - January 1998
Skills
Editing, Writing, Marketing Communications, Content Strategy, Web Project Management, Editorial Project..., Cross-functional Team..., Editorial, Project Management, Content Development, Digital Media, Strategy, Newsletters, Management, Leadership, Strategic Communications, Digital Marketing, Internal Communications, Marketing, Social Media, Corporate Communications, Integrated Marketing
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), Art History
Signature Properties June 2002 - Present
Habitat for Humanity International 1997 - 2000
Coopers & Lybrand September 1991 - October 1996
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA, Real Estate
Golden Gate University 1992 — 1999
N/A, Masters in Taxation
University of California, Berkeley 1987 — 1991
BA, Economics with Honors
Oliver Maner LLP August 2001 - Present
Coopers & Lybrand January 1996 - July 1998
Price Waterhouse January 1994 - December 1995
Florida Mini Tour August 1989 - July 1992
Skills
Tax Law, Estate Planning, Courts, Corporate Law, Commercial Litigation, Appeals, Business Litigation, Class Actions, Tax, Corporate Tax, Legal Research, Personal Injury, Estate Law, Licensing, Trial Practice, Mediation, Mergers & Acquisitions, Litigation, Civil Litigation, Trusts, Contract Negotiation, Legal Writing, Employment Law, Arbitration
Education
University of South Carolina School of Law 1998 — 2001
Juris Doctor, Law
Georgia State University 1992 — 1993
Master of Taxation, Business Tax School
University of Notre Dame 1985 — 1989
Bachelor of Arts, Government, Philosopohy
OMNIPLEX World Services Corporation June 2013 - Present
MorganFranklin Consulting July 2007 - June 2013
MorganFranklin Corporation March 2005 - June 2007
The Henry M. Jackson Foundation for the Advancement of Military Medicine November 1999 - February 2005
The Henry M. Jackson Foundation for the Advancement of Military Medicine June 1998 - October 1999
Coopers & Lybrand July 1997 - May 1998
Coopers & Lybrand September 1995 - June 1997
Skills
Technical Accounting, SOX, Internal Controls, Business Process..., Statutory Accounting, Legal Entity Management, Systems Improvement, Account Reconciliation, Accounting, Auditing, Business Process, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, GAAP, General Ledger, Internal Audit, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Shared Services, Analysis, SEC Filings
Education
George Mason University 1991 — 1995
Bachelor's of Science, Accounting
Chantilly High School 1989 — 1991
Wooten High School 1987 — 1989
Equifax November 2012 - Present
First Data Corporation November 2009 - November 2012
Equifax September 2007 - December 2009
BellSouth / AT&T 2003 - 2007
BellSouth 2003 - 2003
BellSouth 2000 - 2003
BellSouth 1998 - 2000
Coopers & Lybrand 1996 - 1998
Skills
Mergers, Valuation, Finance, Process Improvement, Financial Analysis, Business Strategy, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Leadership, Managerial Finance, Mergers, Product Development, Project Planning, Risk Management, Sarbanes-Oxley Act, Start-ups, Strategic Financial..., Strategic Planning, Strategy
Education
Georgia Institute of Technology 1996 — 1998
MBA, Finance
University of Virginia 1986 — 1990
BA, English
Seidler Equity Partners June 2007 - Present
Ernst & Young January 2002 - June 2007
Doyle Hull & Gregory CPAs 1991 - 2001
Coopers & Lybrand 1986 - 1990
Chevron 1983 - 1985
Skills
Private Equity, Investment Management, Financial Reporting, Tax, Accounting, SEC filings, Compliance, Financial Analysis, Financial Modeling, CPA, Auditing, Internal Controls, Business Valuation, Due Diligence, Mergers & Acquisitions, High Net Worth..., Estate Planning
Education
Golden Gate University
MS, Tax
University of Washington, Michael G. Foster School of Business
BA, Accounting
Homeopathy For You 2015 - Present
Baxter April 2007 - June 2011
Baxter February 2005 - April 2007
Anixter December 1999 - February 2005
The Revere Group January 1997 - December 1999
Hewitt Associates April 1995 - January 1997
Coopers & Lybrand June 1994 - April 1995
Skills
Process Improvement, PeopleSoft, Human Resources, Visio, Project Management, SDLC, Cross-functional Team..., Business Analysis, Vendor Management, Software Documentation, Business Process..., Change Management, Management, Leadership, Homeopathy, Strategic Planning, Program Management
Education
American Medical College of Homeopathy 2012 — 2015
Homeopathic Practitioner Program
Indiana University Bloomington 1990 — 1994
BA, Math, Economics
Ashland High School 1986 — 1990
Harper College
Resources Group Professionals June 2013 - Present
STRe Solutions July 2012 - March 2013
DeWinter Consulting 2011 - June 2012
Logitech, Inc. June 2006 - 2010
Agilent Technologies, Inc January 2000 - June 2006
Franklin Resources, Inc January 1994 - January 2000
Alternative Systems, Inc January 1993 - January 1994
Coopers & Lybrand January 1982 - January 1993
Skills
SEC reporting, SOX, Revenue Recognition, Accounting, Mergers, Financial Control, Compliance, Shared Services, Internal Controls, Audit, Financial Reporting, Auditing, Corporate Governance, Internal Audit, Cost Accounting, Due Diligence, Technical Accounting, Budgeting, Financial Planning, Budgets, Sarbanes-Oxley Act, SEC filings, Team Leadership, Financial Analysis, Forecasting, Mergers & Acquisitions, Fixed Assets, Strategic Financial..., Tax, General Ledger, Finance, Financial Accounting, Financial Audits, Executive Management, Sarbanes-Oxley, Financial Statements, Treasury, Management, Start-ups, US GAAP, IPO, Acquisition Integration
Education
Golden Gate University
MS Taxation
San Francisco State University
MBA
Stanford University
National Defense Scholarship Post Graduate Study of Chinese
Stanford University
BA, History
Stout Risius Ross October 2012 - Present
Ernst & Young May 1996 - July 2012
Coopers & Lybrand September 1993 - May 1996
Touche Ross & Co 1987 - 1988
Skills
Litigation Support, Expert Witness, Forensic Accounting, Compliance, FCPA, Computer Forensics, Litigation Consulting, Business Valuation, Forensic Analysis, Financial Analysis, Risk Assessment, Dispute, Internal Investigations, Restructuring, Fraud, Risk Management
Education
Harvard University 1982 — 1986
Economics
Hoover High School
White, Zuckerman, Warsavsky, Luna & Hunt May 1993 - Present
Coopers & Lybrand June 1988 - May 1993
Kenneth Leventhal & Co May 1986 - May 1988
Pannell Kerr Forster December 1983 - May 1986
Price Waterhouse September 1977 - December 1983
Warburg Paribas Becker August 1975 - August 1977
Skills
Intellectual Property, Forensic Accounting, Litigation Support, Tax, Trade Secrets, Intellectual Property..., Litigation, Patent Litigation, Litigation Consulting, CPA, Auditing, Accounting, Expert Witness, Trademark Infringement, Commercial Litigation, Fraud, Licensing, Dispute Resolution, Courts, Bankruptcy, Business Valuation, Finance, Valuation, Personal Injury..., Corporate Finance, Certified Fraud Examiner, Due Diligence, Corporate Tax, Income Tax, Trusts, Restructuring, Corporate Governance, Tax Law, Tax Preparation, GAAP, Arbitration, Mergers & Acquisitions, Internal Controls, International Tax, SEC filings, Tax Advisory, Financial Statements
Education
Harvard University 1971 — 1975
SM and PhD, Applied Math
Wellesley College 1969 — 1971
BA, Physics
HuHot Mongolian Grills, LLC June 1998 - Present
Coopers & Lybrand September 1992 - May 1997
Coopers & Lybrand Consulting September 1992 - May 1997
Skills
Restaurants, Franchising, Food Service, Restaurant Management, Food, Food & Beverage, Hospitality, Menu Development, Income Statement, Catering, Fine Dining, Retail, Customer Service, Team Building, Profit, Sales
Education
Georgetown University 1988 — 1992
Bachelor of Science (B.S.), Accounting and Business/Management
Center for Transportation & the Environment November 2007 - Present
Evergreen Sustainability Solutions October 2007 - Present
Ceccone-Clermont International 1998 - Present
Coopers & Lybrand 1995 - 1998
Turner Broadcasting 1993 - 1995
Price Waterhouse, LLP 1989 - 1993
Skills
Strategic Planning, Program Management, Management, Enterprise Software, IT Strategy, Process Improvement, Business Process, Project Planning, Management Consulting, ERP, Start-ups, Business Strategy, Government
Education
Georgia Institute of Technology 1981 — 1989
MSIM, MBA, Information Technology
International Friendship Foundation, Inc. June 2010 - Present
QuickBooks Professional January 2004 - Present
Paladin Alliance Group 2004 - 2010
Prime Insurance Agency Inc 1986 - 1998
Coopers & Lybrand 1985 - 1993
Skills
Employee Benefits, QuickBooks, Actuarial Science, Nonprofits, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
BBA, Actuarial Science
Henderon High School
Moss Adams LLP shareholderThe Sleep Train1986 - 2009
Senior Tax Manager 2003 - 2004
Foster Farms September 1988 - January 2003
Coopers & Lybrand 1984 - 1988
Education
Golden Gate University 1984 — 1988
Masters, Taxation
University of California, Berkeley, Haas School of Business 1979 — 1981
Charles F. Wiza, Inc. May 2009 - Present
Computer Sciences Corporation December 1994 - April 2009
Science Management Corporation December 1992 - October 1994
AT Kearney, Inc October 1987 - May 1992
Coopers & Lybrand October 1984 - July 1987
PA Consulting Group May 1978 - June 1984
Skills
Strategic Sourcing, Program Management, Supply Chain, Process Improvement, Business Process, Integration, PMP, Analysis, SDLC, Supply Chain Management, Logistics, Project Planning, Software Documentation, Management, Manufacturing, Training, Business Process..., Purchasing, Management Consulting, Consulting, Strategy, ERP, Outsourcing, IT Strategy, Vendor Management, Change Management, Process Engineering, PMO, Business Transformation
Education
Georgia Institute of Technology
Civil Engineering
Purdue University
BSCE, Civil Engineering
Springstone, Inc. October 2010 - Present
The Allegro Group January 1998 - October 2010
LifeCare Management Services 2005 - 2008
Rehab Designs of America 1999 - 2001
Vencor, Inc. (Kindred Healthcare) 1989 - 1999
Greenebaum Doll & McDonald 1985 - 1989
Coopers & Lybrand 1976 - 1982
Education
University of Louisville School of Law 1982 — 1985
JD, Law
Georgetown University - The McDonough School of Business 1975 — 1976
AB, Accounting
Miami University 1970 — 1974
BlackRock January 2011 - Present
BlackRock Institutional Trust Co., N.A. 2004 - December 2010
Barclays Global Investors June 2004 - December 2009
Investors Bank and Trust Company April 2001 - June 2004
Barclays Global Investors May 1995 - March 2001
Bank of America June 1994 - January 1995
Coopers & Lybrand January 1994 - May 1994
Education
Golden Gate University
Master in Taxation
San Francisco State University, College of Business
Accounting/Finance
Customs Advisory Services, Inc. 2005 - Present
SAAB CARS USA, INC., Norcross, GA (US headquarters - automobile importer) 1994 - 2005
Coopers & Lybrand 1990 - 1993
Skills
Strategic Planning, Due Diligence, Mergers, Corporate Governance, FCPA, Contract Negotiation, Budgets, Accounting, Negotiation, Public Speaking, Business Planning, Risk Management, Leadership, Financial Analysis, Litigation, Change Management, Mergers & Acquisitions, Project Management, Strategy, Process Improvement, Management Consulting, Tax, Training, Start-ups, Analysis
Education
Georgetown University Law Center 1992 — 1993
LL.M., Taxation
Wake Forest University School of Law 1987 — 1990
J.D.
Grove City College 1983 — 1987
B.A., Accounting
Flexcon December 2002 - Present
ADVO 1995 - 2003
United States Army Reserve 1978 - 2003
Ames Stores 1989 - 1995
Zayre Corp 1984 - 1989
Coopers & Lybrand 1982 - 1984
Touche Ross 1979 - 1980
Education
University of Hartford 2009 — 2012
Masters of Science in Accounting and Taxation, Accounting
Harvard Business School 1980 — 1982
MBA, General Management
University of Pennsylvania 1974 — 1978
BA, History
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting, Economics
Federal Bar Association 2010 - Present
IRS August 1996 - Present
Treasury Dept. - Internal Revenue Service 1996 - Present
US Treasury August 1993 - August 1996
U.S. Treasury 1993 - 1996
Tax Foundation August 1991 - August 1993
National Association of Home Builders February 1985 - January 1990
Coopers & Lybrand July 1983 - February 1985
Joint Committee on Taxation, U.S. Congress 1977 - 1983
Internal Revenue Service July 1972 - December 1976
Education
Georgetown University Law Center 1974 — 1976
LL.M, Taxation
University of Arkansas School of Law, Fayetteville 1968 — 1972
JD
University of Virginia 1966 — 1969
BA, History
University of Arkansas 1964 — 1966
Liberal Arts
Lucille S. Thompson Family Foundation 1988 - Present
TABCO 1988 - Present
American Life & Annuity, Inc. 2005 - 2009
American Life Holding Company, Inc. 2005 - 2009
Coopers & Lybrand 1983 - 1988
Skills
Private Family..., Grants Administration, Small Business..., Small Business..., Family Office Management, Personal Wealth..., Business & Individual..., Business & Individual..., Wealth, Investments, Accounting, Family Office, Grants, Business Development
Education
University of Tennessee-Knoxville - College of Business Administration 1982 — 1983
Bachelor of Science (B.S.), Accounting and Business/Management
The University of South Dakota 1978 — 1981
Accounting and Business/Management
Belmond High School
Steiner & Ellis, PLLC December 2001 - Present
Pilot Travel Centers LLC September 2001 - December 2001
Pilot Corporation October 1993 - September 2001
Coopers & Lybrand September 1989 - October 1993
Skills
Income Tax, Corporate Tax, CPA, Tax, Tax Preparation
Education
Haslam College of Business at the University of Tennessee 1988 — 1989
MACC, Taxation
Haslam College of Business at the University of Tennessee 1984 — 1988
BS, Accounting
Numerica Credit Union 2005 - Present
Western United Life Assurance 2001 - 2005
Northwest Farm Credit Services 1998 - 2001
Sterling Savings Bank 1997 - 1998
AgAmerica 1996 - 1997
Olivetti North America 1994 - 1996
Coopers & Lybrand 1993 - 1994
Skills
Banking, GAAP, Management Accounting, Financial Analysis, Accounting, Financial Reporting, General Ledger, Credit Unions, Auditing, Consumer Lending, Finance, Financial Accounting, Financial Modeling, Leadership, Loans, Management, Risk Management, Strategic Planning
Education
Gonzaga University - School of Business Administration 1988 — 1992
BBA, Accounting
Gonzaga Preparatory 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Amway Global September 2005 - Present
Amway Corp September 2005 - August 2007
Crowe, Chizek and Company, LLC May 1998 - September 2005
State and Local Tax Group May 1998 - October 1999
Coopers & Lybrand November 1996 - May 1998
Supervise junior tax associates August 1995 - November 1996
Herman Miller, Inc January 1995 - July 1995
Michigan Department of Treasury January 1984 - January 1995
K-Mart Corporation August 1983 - December 1983
Skills
Auditing, Training, Tax, Analysis, Budgets, Internal Audit, Access, Management, Leadership, Tax Returns
Education
Grand Valley State University
Masters, Business Administration
Michigan Technological University
Bachelor, Science Accounting
National Mobile Television 1999 - 2001
MetLife Capital Corporation 1996 - 1999
MetLife Capital Corporation 1994 - 1996
Clark Nuber January 1992 - December 1994
Coopers & Lybrand 1990 - 1992
Education
Seattle University
Masters in School Counseling, School of Education
Gonzaga University - School of Business Administration 1986 — 1990
BBA, Accounting
Gonzaga in Watford
BDO USA, LLP 2006 - Present
Exempt Organization Tax Consulting March 1999 - October 2006
Ernst & Young September 1997 - March 1999
Coopers & Lybrand October 1985 - August 1997
Laventhal & Horwath 1979 - 1985
Skills
Nonprofit tax consulting, Tax attorney, Applications for..., IRS Audits, Private letter rulings, Joint ventures between..., Affiliated entities, Unrelated Business..., Private Business Use of..., Corporate Sponsorship, Lobbying and Political..., Colleges and..., Hospitals and..., Community Health Needs..., Tax Law, Tax, Accounting, IRS, Sponsorship, Nonprofits, Tax Research, CPA, SEC filings, Tax Accounting, Corporate Tax, Income Tax
Education
Georgetown University Law Center 1974 — 1977
LLM, Taxation
The George Washington University Law School 1970 — 1973
JD, Law
University of Michigan 1967 — 1970
BA, Social Sciences and Education
Karen K. Cleek, CPA 2001 - Present
Women.com 2000 - 2001
Karen K. Cleek, Consultant 1998 - 2000
Coopers & Lybrand 1995 - 1998
Charles Schwab & Company 1987 - 1994
Skills
Strategic Planning, Nonprofits, Non-profits, Leadership, Project Management, Accounting, Program Management, Leadership Development, Change Management, Management, Training, Process Improvement, Budgets, Management Consulting
Education
San Francisco State University 2011 — 2011
Certificate, Nonprofit Management
Golden Gate University
Accounting & Taxation
Occidental College
A.B., History
Brooks, McGinnis, & Company, LLC Director of Nonprofit and General Practice ServicesBrooks, McGinnis & Company, LLC1979 - Present
Coopers & Lybrand 1974 - 1979
Skills
Tax, Tax Returns, Accounting, Nonprofits, General Ledger, Strategic Planning, Financial Reporting, QuickBooks, GAAP, Auditing, Internal Controls, Customer Service, Financial Analysis, Non-profits, Management, Public Speaking
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Financial Accounting
Georgia Institute of Technology 1970 — 1972
BS ECON, Economics
US Coast Guard Academy 1968 — 1970
N/A, General
Darlington School
Darlington School
Meridian Health August 2003 - Present
Meridian Health January 2003 - August 2003
Prudential Financial June 1997 - June 2002
Prudential 1994 - 2002
Prudential Financial September 1994 - June 1997
Shell Oil Company April 1991 - April 1994
Coopers & Lybrand January 1990 - August 1990
Skills
Account Reconciliation, Microsoft Excel, Project Management, Internal Controls, Healthcare Industry, Accruals, US GAAP, Financial Statement..., Lawson General Ledger, PowerPoint, Data Mining, Query Writing, Financial Close Process, External Audit, Pension Funds, Interest Rate..., Fixed Asset Management, Monarch Pro, Staff Development, Mentoring New Hires, Mentoring Of Staff, Hiring Employees, Disclosure, Municipal Bonds, Debt Restructuring, Compilation Of..., Rating Agency Relations, Expense Management, Alternative Investments, Compliance Reporting, Covenant Compliance, Due Diligence, Credit Rating, Acquisition Integration, System Integration..., Financial Accounting
Education
Georgian Court University 1995 — 1998
B.S., Accounting
University of Delaware 1987 — 1990
Accounting
CapTrust Advisors, LLC February 2013 - Present
BPV Family of Funds 2011 - Present
PricewaterhouseCoopers 1985 - 2011
A S Hansen 1980 - 1985
Coopers & Lybrand August 1977 - July 1980
Skills
Acquisition Integration, Executive Pay, Due Diligence, Management Consulting, Defined Benefit, Mergers, ASA, Mergers & Acquisitions, Strategy, Risk Management, Organizational Design, Deferred Compensation, Private Equity, Incentive Programs, Enterprise Risk..., Succession Planning, SEC filings, Talent Management, Employee Benefits, Pensions, Restructuring, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1975 — 1977
Masters, Actuarial Science
University of South Florida 1971 — 1975
BS, Math
Brigade Capital Management January 2012 - Present
SkyBridge Capital October 2010 - December 2011
New York State Common Retirement Fund 2006 - 2010
FGIC 2003 - 2006
Microsoft 1995 - 1999
Coopers & Lybrand 1993 - 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Fund Of Funds, Due Diligence, Asset Allocation
Education
Georgetown University 1989 — 1993
BSBA, Finance and Accounting
Rite Aid Corporation January 2011 - Present
Rite Aid Corporation January 2009 - January 2011
Rite Aid Corporation January 2005 - December 2007
Rite Aid Corporation August 2003 - January 2005
PricewaterhouseCoopers November 1989 - December 1999
Coopers & Lybrand 1989 - 1999
Skills
Accounting, SOX, Financial Reporting, Payroll, Forecasting, Inventory Management, Mergers, Analysis, Internal Controls, Financial Statements, Sarbanes-Oxley, Auditing, Business Process..., Management, Sarbanes-Oxley Act, General Ledger, Mergers & Acquisitions, SEC filings, US GAAP, Cash Flow, Financial Accounting, Financial Analysis, Cost Accounting, GAAP, CPA, Budgets, Income Tax, Account Reconciliation, Accounts Receivable, Process Improvement, Internal Audit, P&L, Strategic Financial..., Payroll Taxes, Accounts Payable, Financial Forecasting, Finance, Tax, Business Analysis, Leadership, Strategic Planning
Education
Penn State University 1983 — 1985
BBA, Accounting
HACC, Central Pennsylvania's Community College 1980 — 1983
Associates, Accounting
Lazard Middle Market 1999 - Present
Goldsmith Agio Helms 1999 - 2007
Deluxe Corporation 1996 - 1998
Coopers & Lybrand 1992 - 1996
Education
Harvard Business School 1998 — 2000
Masters, Business Administration
University of Notre Dame 1989 — 1993
Bachelor, Business Administration
Tri-Plus Services, Inc., formerly Ability Resources Inc. January 2008 - Present
The Intermarketing Group - Management Consultants May 1985 - Present
Control Solutions International September 2005 - December 2007
CRC Results LLC 2006 - 2007
Interactive Data Corporation November 2003 - September 2005
Groundwater Technology Inc. March 1987 - November 1987
Genstar Corporation April 1981 - December 1986
National Gypsum Company December 1977 - April 1981
Coopers & Lybrand July 1974 - August 1976
Skills
Internal Audit, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Manufacturing, Auditing, SEC filings, Finance, Due Diligence, Management, Accounting, Sarbanes-Oxley
Education
Texas Tech University - Rawls College of Business 1971 — 1974
BBA, Accounting
Georgia Institute of Technology 1970 — 1971
Mechanical Engineering
Montana State University, Billings August 2014 - Present
Clayton State University 2006 - 2014
University of Colorado at Colorado Springs 2001 - 2006
Coopers & Lybrand 1993 - 1996
Skills
Management Accounting, Higher Education, Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Tax, Analysis, QuickBooks, Auditing, Financial Accounting, Cost Accounting, GAAP, Tax Preparation, Bookkeeping, Income Tax, Budgets, Access, Internal Controls, CPA, Microsoft Word, Financial Statements, PowerPoint, Account Reconciliation, Finance, Accounts Payable, Nonprofits, General Ledger, Data Analysis, Small Business, Accounts Receivable, Tax Accounting, Microsoft Office, Financial Modeling, Research, Critical Thinking, US GAAP, University Teaching, Leadership, Payroll, Cash Flow, Adult Education, Distance Learning, Journal Entries, Tax Law, Courses, PeopleSoft, SPSS, Teaching, Professional Mentoring
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2001
Ph.D., Accounting/Taxation
San Diego State University-California State University 1992 — 1993
M.S., Taxation
Weber State University 1990 — 1992
B.A., Accounting
Patrick Henry High School
Patrick Henry High School
Macias Gini & O'Connell LLP September 2000 - Present
Captial Region Family Business Center 2010 - 2013
Hallador, Inc. 2003 - 2009
Deloitte & Touche 1982 - 2000
Coopers & Lybrand 1975 - 1982
Skills
High Net Worth..., Personal Finance, Property Tax, Income Tax, Corporate Tax, CPA, Tax Preparation, Tax Returns, Accounting, Auditing, Financial Reporting
Education
Golden Gate University 2007 — 2009
MS, Taxation
University of California, Berkeley
BA
University of the Pacific - McGeorge School of Law
JD, Law
Michael J. Murphy,CPA January 2010 - Present
Insurance Specialty Group September 2003 - January 2010
Aon Corp/ Cambridge January 1997 - September 2003
Alexander & Alexander, Inc. July 1986 - January 1997
Coopers & Lybrand now PricewaterhouseCoopers March 1979 - June 1986
Coopers & Lybrand 1979 - 1986
Education
Georgia State University 1977 — 1979
BBA, Accounting
University of Kansas August 2010 - Present
Michigan State University August 2006 - August 2010
University of Tennessee August 2002 - July 2006
TransUnion July 2000 - June 2002
PricewaterhouseCoopers September 1997 - July 2000
Coopers & Lybrand January 1996 - March 1996
Skills
Auditing, Accounting, Internal Controls, Financial Analysis, Financial Accounting, Finance, Financial Modeling, Financial Statements, Financial Reporting, Economics, CPA, Financial Audits, Sarbanes-Oxley Act, Corporate Governance, Regulations
Education
University of Tennessee-Knoxville - College of Business Administration 2002 — 2006
Ph.D., Business, Concentration in Accounting
Miami University 1993 — 1997
B.S., Business
Independent Consulting February 2000 - Present
Putnam Investments January 1994 - January 2000
BayBank, Inc April 1992 - January 1994
Coopers & Lybrand January 1989 - April 1992
Education
Harvard University
CSS, Business
The Ohio State University
BA
Law Office of Charles J. Andres January 1995 - Present
Glenn M. Gelman & Associates 1990 - 1993
Walpoff & Associates January 1988 - August 1990
Coopers & Lybrand 1986 - 1988
Touche Ross 1984 - 1987
Skills
Probate, Wills, Tax, Conservatorships, Powers of Attorney, Estate Planning, Real Estate, Trusts, Guardianship, Elder Law, Gifts, Non-profits, Special Needs Planning, Estate Administration, LLC, Business Formation, Estate Tax Planning
Education
University of Baltimore 1988 — 1990
LLM Tax, Tax
Georgetown University Law Center 1987 — 1988
LLM, Part-time Classes - No degree
University of Baltimore School of Law 1980 — 1984
JD, Law
University of Maryland College Park 1976 — 1980
BS, Business
Insight Equity January 2012 - Present
Direct Fuels January 2006 - Present
GES Exposition Services 2002 - 2006
Electrolux LLC 1998 - 2002
Bain & Company 1990 - 1997
Coopers & Lybrand 1985 - 1988
Education
Harvard Business School 1988 — 1990
MBA, Business
Queen's University 1981 — 1985
Bachelor of Commerce, Business
Barnabas Health Hospice & Palliative Care September 2015 - Present
Barnabas Health Hospice and Home Care June 2013 - August 2015
New Jersey 2012 - May 2013
Ernst & Young November 2011 - July 2012
Ernst & Young February 1997 - November 2011
The McGraw Hill Companies January 1982 - February 1997
TJ Lipton October 1980 - January 1982
Coopers & Lybrand June 1978 - October 1980
Skills
Financial Reporting, Internal Controls, Managerial Finance, Shared Services, Financial Accounting, Financial Analysis, PeopleSoft, Business Process..., Process Improvement, ERP, Business Analysis, General Ledger, Business Process, Budgets, Operations Management, Management Consulting, Risk Management, Governance, Leadership, Executive Management, Business Transformation, Change Management, Business Intelligence, IT Strategy, Finance, Forecasting, SEC filings, Financial Modeling, Policy, Analysis, Program Management, Strategic Planning, Management, Access
Education
Living School for Action and Contemplation 2013 — 2015
Contemplative living, Christian Mysticism and Spirituality
Diocese of Trenton 2001 — 2004
Commissioned Lay Ecclesial Minister, Theological and Ministerial Studies
Georgian Court University 1999 — 2001
MA, Theology
Rider University 1974 — 1978
BS in Commerce, Accounting, Computer Science
Bay Electric Co., Inc. August 2002 - Present
Malvin, Riggins & Company, P.C. November 1993 - August 2002
Custom Concrete July 1990 - November 1993
Coopers & Lybrand September 1982 - May 1990
Skills
Tax, Accounting, CPA, Financial Accounting, General Ledger, Small Business, Tax Accounting, Construction Accounting, Payroll, Budgets, Bookkeeping, Cash Flow, Sales Tax, Accounts Receivable, Accounts Payable, Tax Returns, Strategic Planning
Education
Georgia Southern University - College of Business Administration 1973 — 1977
BBA, Accounting
Impact Campus Ministries May 2010 - Present
Impact Campus Ministries May 2005 - July 2010
CMF International August 1998 - April 2005
Neighbors of Woodcraft June 1993 - December 1996
Coopers & Lybrand September 1990 - June 1993
Skills
Nonprofits, Pastoral Care, Discipleship, Leadership, Missions, Campus Ministry, Theology, Leadership Development, Spiritual Direction, Fundraising, Teaching, Non-profit..., Strategic Planning
Education
George Fox University 2010 — 2013
Doctor of Ministry, Leadership and Global Perspectives
Emmanuel School of Religion 1995 — 2001
MAR, Religion
University of Oregon - Charles H. Lundquist College of Business 1988 — 1990
Bachelor of Science, Accounting
Convector Capital Management LP November 2011 - Present
OppenheimerFunds January 2003 - November 2011
Lashire Investments Ltd. July 1999 - December 2002
Mark Asset Management Corp. July 1997 - June 1999
Coopers & Lybrand March 1993 - December 1995
Skills
Alternative Investments, Asset Management, Investments, Portfolio Management, Hedge Funds, Value Investing, Investment Strategies, Asset Allocation, Mutual Funds, Investment Management, Investor Relations, Private Equity, Bloomberg, Equities, Equity Research, Financial Modeling, Fixed Income, Securities
Education
Harvard Business School 1995 — 1997
MBA
Schiller International University
BBA, Finance, Economics, Philosophy
James E Gelbert, Jr. CPA 1967 - Present
H & R Block Premium January 1995 - November 2010
Gold Coast Autotronics Inc. September 1995 - August 2003
Broward County Sheriff's Office October 1975 - April 1994
Kurtz, Jasco & Webb, C.P.A.'s July 1974 - June 1975
Coopers & Lybrand June 1965 - July 1974
Skills
Federal Taxation, Represenation at IRS, Business Taxes, Tax Preparation, Income Tax, Corporate Tax, Tax, IRS, Financial Analysis, Budgets, Internal Audit, Strategic Financial..., CPA, Microsoft Excel, Accounting, QuickBooks, Auditing, Strategic Planning, General Ledger, Financial Reporting, Finance, Forecasting, Payroll Taxes, Financial Modeling, Financial Planners, Mergers & Acquisitions, Strategy, Financial Planning
Education
Biscayne College (now St. Thomas University) 1988 — 1989
MS, Human Resources Management
Gettysburg College 1962 — 1965
BA, Business Administration
ACS, a Xerox Company June 2009 - Present
ACS, a Xerox Company (ACS acquisition) February 2008 - June 2009
Affiliated Computer Services, Inc. (Mellon HRI&S acquisition) May 2005 - February 2008
Mellon Financial (Unifi acquisition) January 2002 - May 2005
Price Waterhouse Coopers - Unifi July 1999 - December 2001
Coopers & Lybrand January 1997 - June 1999
Consulting Actuaries International, Inc. February 1982 - December 1996
The Becker Company August 1978 - January 1982
Skills
Employee Benefits, Outsourcing, Defined Benefit, Team Management, Integration, Business Requirements, Management, Vendor Management, Process Improvement, Business Analysis, Analysis, Business Process, Requirements Analysis, Requirements Gathering, Project Management
Education
Goucher College 1975 — 1978
BA, Economics
PwC October 1982 - July 2005
Coopers & Lybrand 1982 - 1998
Education
Georgetown University Law Center
Doctor of Law (JD)
AT&T 2012 - Present
Ensco plc 2006 - 2012
E*TRADE Financial 2000 - 2006
The Money Store 1996 - 1999
Coopers & Lybrand 1991 - 1996
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, Income Tax, Sarbanes-Oxley Act, CPA, Accounting, Financial Reporting, International Tax, Fixed Assets, Tax Preparation
Education
Golden Gate University
Masters in Taxation, Taxation
San Diego State University-California State University
Bachelor of Science, Accountancy
Fieldpoint Private Bank and Trust Company January 2012 - Present
Wilmington Trust March 2001 - January 2012
UBS April 1999 - March 2001
KPMG June 1989 - April 1999
Coopers & Lybrand 1975 - 1987
Skills
Attorney at Law, Certified Public..., Personal Financial..., Family Office, Wealth Management, Hedge Funds, Investments, Asset Managment, Estate Planning, Alternative Investments, Risk Management, Private Equity, High Net Worth..., Trusts, Mergers, Due Diligence, Capital Markets, Estate Tax Planning, Investment Management, Tax, Portfolio Management, Fixed Income, Banking, Tax Law, Wealth Management..., Mutual Funds, Asset Management, Securities
Education
St. John's University School of Law 1973 — 1975
Doctor of Law (JD), Law
Georgetown University 1966 — 1970
Bachelor's degree, History
Savran Benson LLP June 1998 - Present
Coopers & Lybrand 1988 - 1993
Skills
Office Management, Accounting, Spreadsheets
Education
Harcum College 1982 — 1985
Associates degree, Executive Assistant/Executive Secretary
Reed Elsevier 2001 - 2011
Arthur Andersen 1999 - 2001
Coopers & Lybrand 1996 - 1998
Polaroid 1988 - 1996
Skills
CPA
Education
Northeastern University
Master of Science (MS), Accounting
Harvard University
Master of Arts (A.M.), Classics and Classical Languages, Literatures, and Linguistics
Yale University
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
TIPPER TIE 2011 - 2014
Tipper Tie Slovakia 2010 - 2012
Tipper Tie Alpina 2008 - 2011
Tipper Tie, Inc 2003 - 2008
Caelus, Inc 1993 - 1997
Caleus, Inc 1988 - 1993
Coopers & Lybrand 1986 - 1988
Washington Water Power June 1984 - August 1985
Skills
Sales Management, New Business Development, Product Development, Process Improvement, Negotiation, Manufacturing, Sales, Management, Leadership, Continuous Improvement
Education
Gonzaga University 1983 — 1986
Bachelors of Business Administration, Public Accounting