Coopers & Lybrand LLP
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Coopers & Lybrand LLP Employees
Live Nation Entertainment November 2011 - Present
Charming Charlie July 2010 - November 2011
Enterprise Holdings August 2007 - March 2010
Myriad CPA Group January 2006 - August 2007
Deloitte January 2004 - December 2005
PwC January 1999 - December 2003
Coopers & Lybrand LLP February 1998 - December 1998
Skills
Corporate Tax, Tax, Accounting, Financial Reporting, Management, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, CPA, Auditing
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Accounting
EMCOR GROUP, INC June 2003 - Present
Xerox April 2000 - June 2003
DELOITTE & TOUCHE, LLP May 1996 - April 2000
COOPERS & LYBRAND, LLP September 1992 - April 1996
Skills
Tax Returns, Negotiation, Preparation, Sales, Tax Accounting, Project Management, Operations Management, Training, Professional..., Client Development, Manage Client..., Client Relations Skills, Software Implementation, Software Implementation..., Mentoring, Staff Development, Organizational..., Streamlining Operations, Multi-state tax returns, Income Tax, Corporate Tax, Marketing Strategy, Operating Budgets, Virtual Management, Tax, Auditing, Financial Analysis, Accounting
Education
University of Hartford 1998 — 1999
Masters, Taxation
College of the Holy Cross 1988 — 1992
Bachelor of Arts, Economics/Accounting
BOE Midstream, LLC June 2014 - December 2014
Self Directed June 2012 - May 2014
Enserco Energy Inc. August 2002 - May 2012
Katy Industries, Inc. October 1999 - May 2002
Echo Bay Mines Ltd. August 1998 - October 1999
Deloitte & Touche, LLP October 1996 - August 1998
NationsWay Transport Services Inc. May 1994 - October 1996
Baxter Healthcare Corporation May 1995 - August 1995
Coopers & Lybrand LLP January 1994 - April 1994
Skills
Derivatives, Financial Accounting, Financial Reporting, Strategic Financial..., Financial Analysis, Budget Process, Management, Treasury Management, Energy Markets, Variable Interest..., Financial Forecasting, Hedge Accounting, FX Hedging, GE Workout, Financial Close Process, Performance Appraisal, Team Leadership, GST, Natural Gas Trading, Crude, Coal, Power Trading, Renewable Energy Credits
Education
University of Colorado at Boulder 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, Accounting
AppFolio, Inc. November 2012 - Present
Match.com August 2002 - October 2012
Travelocity.com September 1999 - August 2002
Sabre, Inc. May 1998 - September 1999
Coopers & Lybrand, LLP June 1995 - May 1998
Agricredit Acceptance Corporation 1992 - 1993
American Republic Insurance Company 1990 - 1992
Skills
Financial Modeling, Financial Analysis, Mergers, Forecasting, Start-ups, Corporate Finance, Financial Reporting, Analytics, Sarbanes-Oxley Act, Strategic Planning, Competitive Analysis, E-commerce, Foreign Currency, Executive-level..., ROI Justification, Mergers & Acquisitions, SaaS, Budgets, Business Strategy, Team Leadership, Analysis, Executive Management, Finance, Strategy, Management, Leadership, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA, Finance
Drake University 1986 — 1990
BSBA, Finance, Accounting
Financial Drivers, Ltd. 1999 - Present
Chumbo Holdings Corporation 1996 - 1999
Coopers & Lybrand LLP 1990 - 1993
Skills
Strategic Financial..., Investments, Mergers & Acquisitions, Tax, Finance, Small Business, Business Strategy, Financial Planning, Retirement Planning, Start-ups
Education
University of Notre Dame - Mendoza College of Business 1989 — 1990
MBA, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
LeadiD September 2013 - Present
Knovel Corporation (acquired by Reed Elsevier, December 2012) April 2011 - May 2013
Visible World May 2008 - April 2011
Real Estate Strategies Corporation January 2006 - May 2008
netForensics, Inc. January 2005 - January 2006
Princeton Softech (acquired by IBM) June 2000 - January 2005
KSM Associates June 1997 - June 2000
Innovative Tech Systems (acquired by Peregrine Systems) May 1994 - June 1997
Reliance Insurance Company, Custom Underwriting Division December 1992 - May 1994
Coopers & Lybrand LLP December 1985 - December 1992
Education
Rider University 1982 — 1986
Bachelors, Accounting
Temtrol, LLC 2001 - Present
Sure-Tel 1999 - 2001
Logix Communications 1998 - 1999
NetCom Solutions International 1995 - 1998
Coopers & Lybrand, LLP 1994 - 1995
Skills
Strategic Planning, Process Improvement, Business Strategy, Operations Management, Forecasting, Manufacturing, Six Sigma, Product Management, Continuous Improvement, Product Development, Lean Manufacturing, Mergers & Acquisitions, Sales Management, Budgets, New Business Development, Cross-functional Team..., HVAC, P&L Management, Pricing, Team Building
Education
Oklahoma City University
Master's degree, Accounting
University of Oklahoma
Bachelor of Business Administration (B.B.A.), Finance, General
Caron & Bletzer, PLLC 1993 - Present
Coopers & Lybrand, LLP December 1989 - May 1993
Skills
Employee Benefit Plan..., ERISA, Employee Benefits, Tax, Audit, Auditing, CPA, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, IRS, Forensic Accounting, Tax Research, Estate Tax Planning, ESOP, Partnership Taxation, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MST, Taxation
California State University-San Bernardino - College of Business and Public Administration 1987 — 1989
B.S., Administration (Accounting)
Tufts University 1982 — 1984
Biology major
ObservePoint 2015 - Present
HireVue 2010 - 2015
Mozy 2005 - 2009
Investools 2004 - 2005
Brigham Young University 2001 - 2004
Cooper Clinic and Cooper Aerobics Enterprises 1998 - 2001
Coopers & Lybrand, LLP 1997 - 1998
Skills
Internal Controls, Financial Modeling, Budgeting, Cash Flow Forecasting, SaaS, Venture Financing, Board of Directors..., QuickBooks, Budgets, Microsoft Dynamics, Contract Negotiation, Accounting, Entrepreneurship, Business Strategy, Start-ups, Sales, Leadership, Business Development, Management, Strategic Planning, Negotiation, Enterprise Software, Strategy, Forecasting, Microsoft Excel, Finance, Salesforce.com, Risk Management, GAAP, Analysis, Revenue Recognition, US GAAP, Financial Analysis, Executive Management, Counting, Drinking Water
Education
Brigham Young University
Master of Professional Accountancy, with Distinction, Accounting
Brigham Young University
BS, Accounting Major, Music Minor
PricewaterhouseCoopers July 2011 - June 2014
PwC July 2010 - June 2011
PriewaterhouseCoopers September 2004 - June 2010
PricewaterhouseCoopers January 2003 - August 2004
PricewaterhouseCoopers January 2002 - December 2002
PricwaterhouseCoopers September 1999 - December 2001
Coopers & Lybrand LLP June 1998 - August 1998
Skills
Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Internal Controls, SEC filings, Process Improvement, Internal Audit, Financial Accounting, Management Consulting, Finance, Managerial Finance, Due Diligence, IT Audit, Financial Risk, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
B.S., Business Administration
Pinole Valley High School
Pacific Premier Bancorp, Inc June 2015 - Present
Pacific Enterprise Bank January 2015 - June 2015
1st Enterprise Bank (acquired by CUNB December 1, 2014) August 2008 - November 2014
BNY Mellon January 2007 - August 2008
Mellon 1st Business Bank July 2005 - June 2008
BNY Mellon August 1997 - December 2006
BNY Mellon July 1995 - July 1997
Coopers & Lybrand LLP January 1992 - June 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Treasury Management, Commercial Banking, Cash Management, Banking, Portfolio Management, Financial Analysis, Credit Risk, Financial Risk, Corporate Finance, Finance, Risk Management, Mergers & Acquisitions, Financial Reporting, Financial Modeling, SEC Financial Reporting, Financial Accounting, Project Management, Strategic Planning, Financial Institutions, Vendor Management, Small Business Lending, Commercial Mortgages, Investments, Leadership, Teamwork, Funds Transfer Pricing, Customer Profitability, Derivatives, Interest Rate Swaps
Education
Virginia Polytechnic Institute and State University 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Dayton 1985 — 1989
Bachelor's Degree, Accounting
Employment Practices Solutions, Inc. 2000 - Present
CBA - Domestic Violence Program Coordinator 2008 - 2014
CBA - Domestic Violence Program Coordinator 2008 - 2014
COSHRM 2008 - 2012
Employment Practices Solutions, Inc. 2008 - 2010
Coopers & Lybrand LLP 1990 - 1996
Education
Georgia State University College of Law 1996 — 1999
J.D., Law
Penn State University 1985 — 1989
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Ernst & Young LLP 2006 - Present
Lattimore Black Morgan & Cain, PC 2004 - 2006
Ernst & Young LLP 2002 - 2004
Arthur Andersen LLP 1996 - 2002
Coopers & Lybrand LLP 1994 - 1996
Skills
Tax, SEC filings, CPA, Tax Accounting, International Tax, Income Tax, Tax Preparation, Corporate Tax, Internal Controls, Tax Advisory, GAAP, Tax Returns, Transfer Pricing, SEC Filings
Education
Haslam College of Business at the University of Tennessee 1993 — 1994
MAcc, taxation
University of Tennessee-Knoxville 1993 — 1993
BA, German
University of Tennessee-Knoxville - College of Business Administration 1989 — 1993
BSBA, accounting
Yale University 2011 - Present
TEKsystems 2010 - 2011
Mondial Assistance 2007 - 2009
Capital One, Inc. 2005 - 2007
Capital One 1999 - 2005
Ernst & Young 1998 - 1999
Coopers & Lybrand, LLP 1997 - 1998
Sonoco Products Comp 1996 - 1997
AT&T 1995 - 1996
AT&T 1993 - 1995
Skills
Program Management, Process Improvement, Strategy, Management, Project Management, Change Management, Strategic Planning, Project Portfolio..., Vendor Management, Management Consulting, Analysis, Leadership, Integration, Business Analysis, Business Process..., Training, Performance Management, Cross-functional Team..., Outsourcing, Risk Management, SDLC, Enterprise Software, Data Analysis, PMO, Forecasting, IT Strategy, Human Resources, Portfolio Management, PMP, Account Management, Business Relationship..., Healthcare Information..., Financial Analysis, Databases, Database Design, Data Mining
Education
North Carolina State University 1985 — 1990
Bachelor of Science (BS), Mathematics, 3.72
JP Morgan Chase January 2004 - Present
MBNA February 1997 - December 2003
Coopers & Lybrand LLP February 1996 - January 1997
Blue Cross Blue Shield of Ohio October 1993 - January 1996
Education
Ashland University 1989 — 1993
International Studies
Club W June 2015 - Present
iFinance Consulting Group September 2013 - May 2015
CONEXUS (Talent Acquisition Solutions) 2012 - September 2013
Pilates Plus Santa Clarita July 2010 - January 2013
AssetMark Investment Services May 2005 - February 2006
Touchstone Television August 2004 - April 2005
Universal Music & Video Distribution November 2003 - August 2004
Laboratorio Vascular Clinico February 2001 - June 2003
BBVA Capital Markets of Puerto Rico, Inc. April 1998 - February 2001
Coopers & Lybrand, LLP September 1994 - August 1997
Skills
CPA - Inactive, Licensed Equity Trader..., Licensed Registered..., Fluent in Spanish, Pilates, Fitness Training, Finance, Financial Modeling, Cash Flow, Financial Reporting, Coaching, Recruiting, Forecasting, Investments, Budgets, Internal Controls, Analysis, Auditing, Accounting, Accounts Receivable, Management
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting and Finance
foothill high school
Jigsaw Advisors, LLC January 2005 - Present
Bailey, Elizondo & Brinkman LLC January 2010 - January 2013
Jigsaw Partners, LLC January 2005 - December 2009
Nightingale & Associates 2001 - December 2004
Baymark Strategies LLc 1995 - 1998
Coopers & Lybrand LLP 1992 - 1995
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance, Entrepreneurship
Michigan State University 1988 — 1992
BA, Accounting, Finance
US HIgh
Hewlett-Packard 1996 - Present
Coopers & Lybrand LLP 1992 - 1996
Skills
Leadership, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Financial Modeling
Education
California State University-Chico 1997 — 2002
Accounting
Kaplan Test Prep August 2014 - September 2014
Milliman May 2003 - February 2014
McClain Consulting February 2002 - December 2006
IBM October 2002 - May 2003
PwC Consulting January 2001 - October 2002
PricewaterhouseCoopers July 1998 - January 2001
Coopers & Lybrand LLP June 1997 - June 1998
WPPS Staffing March 1997 - June 1997
The Atlanta Chamber Of Commerce June 1995 - June 1997
Georgia State University Applied Research Center November 1994 - June 1995
Skills
Public Speaking, Leadership, Management, Strategic Planning, Training, Customer Service, Marketing, Strategy, Sales, Microsoft Office, Leadership Development, Recruiting, Mentoring, CRM, Microsoft Excel, Motivational Speaking, Banner Web, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, PowerPoint, ANGEL, DegreeWorks, Salesforce, Lotus Notes, StrengthsQuest, Georgia Career..., Occupational Outlook..., WINGS, Motivational, Retention, Educational Achievement, Siebel
Education
Kansas State University 2012 — 2015
Master of Science, Academic Advising
Atlanta Technical College
Diploma, Marketing Management
Toastmasters International
Distinguished Toastmaster (DTM), Public Speaking (Communication & Leadership)
Fort Valley State University
Bachelor of Science, Agricultural Economics
EY July 2015 - Present
Ernst & Young February 2006 - June 2015
Accretive Solutions, Santa Clara, CA February 1996 - January 2006
Intuit 1995 - 1996
Software Publishing Corporation 1990 - 1995
Coopers & Lybrand, LLP 1987 - 1990
Skills
Consolidation, Sarbanes-Oxley, Financial Accounting, IPO, Acquisition Integration, CPA, US GAAP, Sarbanes-Oxley Act, SEC Financial Reporting, Tax, Big 4, Financial Audits, Enterprise Risk..., Finance, Cost Accounting, CPA - California, CPA - Michigan, Internal and external..., Financial reporting, IPO process, Internal controls over..., Audit methodology
Education
California State University-Sacramento
BS, Accounting
Marin Software October 2011 - Present
Accelrys August 2004 - September 2011
Classroom Connect August 2002 - August 2004
Hands On LLC June 2001 - April 2002
Zach Systems Inc. May 2000 - June 2001
iStar Financial August 1997 - May 2000
Coopers & Lybrand LLP June 1992 - August 1997
Skills
Oracle, PeopleSoft, Ultimate (UltiPro), ADP HRB, Taleo, SuccessFactors, Radford, Microsoft Office, Talent Management, Ultipro, Employee Relations, Training, Organizational..., Recruiting, Human Resources, Deferred Compensation, Strategy, HRIS, Change Management, Leadership, Personnel Management, Performance Management, Onboarding, Talent Acquisition, Management, Mergers & Acquisitions, Strategic Planning, Outsourcing, Consulting, Executive Management
Education
San Diego State University-California State University
Bachelors of Science, Child Development
University of San Francisco
Masters, Organizational Development and Human Resources
Pfizer January 2014 - Present
Pfizer Inc. September 2010 - Present
Pfizer Japan Inc. March 2010 - August 2011
Pfizer Japan Inc. December 2006 - February 2010
Pfizer Japan Inc. April 2006 - November 2006
Pfizer Japan Inc. August 2003 - March 2006
Pharmacia K.K. March 2001 - July 2003
PricewaterhouseCoopers LLP 1998 - December 2000
Coopers & Lybrand LLP 1995 - 1998
Coopers & Lybrand LLC 1992 - 1995
Skills
Crisis Communications, Internal Communications, Strategic Communications, Reputation Management, Communication Training, Media Relations, Message Development, Crisis Management, Speech Writing, Public Relations, Pharmaceutical Industry, Communications Planning, Marketing Communications, Marketing Strategy, Corporate Social..., Strategic Planning, Brand Management, Messaging, Strategy, Leadership, Management, Program Management
Education
University of Maryland College Park 1990 — 1992
MA, Public Relations in the School of Journalism
Ehime University
Bachelor of Arts (BA), Teaching English as a Second Language
University of North Carolina
N/A, Education
Yale University March 2011 - Present
TEKsystems March 2010 - October 2011
WellPoint March 2010 - March 2011
Mondial Assistance February 2007 - September 2009
Capital One Financial December 1999 - February 2007
Ernst & Young, LLP April 1998 - December 1999
Coopers & Lybrand, LLP July 1997 - April 1998
Sonoco Products Company November 1996 - July 1997
AT&T 1991 - 1996
Skills
PMO, Change Management, Workshop Facilitation, Finance, Testing, SDLC, Waterfall, Requirements Gathering, Vendor Management, Business Process..., Program Management, Business Analysis, Business Process..., IT Strategy, Visio, Business Transformation, Process Improvement, Project Portfolio..., Business Process, Project Management
Education
North Carolina State University 1985 — 1990
BS, Math, Math Education
BDO USA, LLP August 2001 - Present
COOPERS & LYBRAND, LLP 1985 - 2001
Skills
IPO, Mergers & Acquisitions, Auditing, SEC filings, Financial Reporting, US GAAP, CPA, Accounting, Corporate Finance, Finance, GAAP, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Assurance, External Audit, Financial Audits, Strategic Planning, Due Diligence, Manufacturing
Education
Southern Illinois University, Carbondale 1976 — 1978
The Boston Consulting Group January 2015 - Present
PricewaterhouseCoopers LLP September 2008 - December 2014
PricewaterhouseCoopers LLP September 2000 - August 2008
PricewaterhouseCoopers LLP September 1997 - August 2000
Coopers & Lybrand LLP September 1995 - August 1997
Skills
US GAAP, Assurance, Auditing, CPA, Internal Controls, Consolidation, Accounting, Financial Reporting, Financial Audits, Revenue Recognition, Manage Client..., Team Leadership, Financial Accounting, External Audit, Corporate Finance, IFRS, Big 4, Financial Statements, Cash Flow, Transfer Pricing, Management, Financial Analysis, Project Management, People Skills, People Development, Client Development, Strategy, Finance, Tax Accounting, Budgets, Risk Management, Auditing Standards, Corporate Governance, Business Communications, Technical Presentations, Sarbanes-Oxley, SEC Financial Reporting
Education
Babson College 1991 — 1995
Bachelor of Science (B.S.), Accounting
Reading Memorial High School 1988 — 1991
Deloitte & Touche LLP 1995 - Present
NationsBank 1980 - 1995
Martin Marietta Corporation 1979 - 1980
Coopers & Lybrand LLP 1975 - 1979
Skills
Auditing, Internal Controls, Business Transformation, Corporate Governance, Management Consulting, Government Contracting..., Financial Services..., Accounting, Mergers & Acquisitions, Financial Reporting, Due Diligence, Corporate Finance, External Audit, Sarbanes-Oxley Act, Risk Management, Business Process...
Education
University of Maryland College Park 1971 — 1975
Bachelor of Science (B.S.), Accounting
Lawrence High School, Lawrence, New York
PwC July 2006 - Present
US Treasury Department, Office of Tax Policy September 2002 - June 2006
PricewaterhouseCoopers LLP June 1998 - September 2002
Coopers & Lybrand LLP September 1992 - June 1998
Skills
Tax, International Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, Income Tax, Tax Law, CPA, Transfer Pricing, SEC filings, Big 4, Partnership Taxation, US GAAP, GAAP, FIN 48, Cross-border..., Mergers & Acquisitions, Private Equity, Corporate Law, Accounting, Sarbanes-Oxley Act, Financial Analysis, Corporate Governance, Corporate Finance, Financial Reporting, Auditing, Due Diligence, Restructuring, SEC Filings
Education
American University - Kogod School of Business 1998 — 2002
Masters, Taxation
Northeastern University 1987 — 1992
Bachelors, Accounting & Marketing
AXA Equitable Life Insurance Company February 1998 - Present
Coopers & Lybrand LLP September 1994 - January 1998
Education
New York University School of Law 1995 — 1997
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 1991 — 1994
Doctor of Law (JD)
Duke University 1987 — 1991
Bachelor of Science (BS), Economics, Cum Laude
Zoetis August 2014 - Present
BP January 2013 - August 2014
Hertz October 2011 - December 2012
Medco New Jersey June 2004 - October 2011
Cendant July 2002 - June 2004
American Express March 1998 - June 2002
Coopers & Lybrand LLP January 1996 - March 1998
Skills
Leading People, Strategic Planning, Pricing, SQL, Access, Forecasting, Leadership, Analytics, Financial Modeling, Finance, CRM, Strategy, Risk Management, Sales, Management, Pricing Strategy, Budgets, Cross-functional Team..., Team Leadership, Analysis, Competitive Analysis, Business Planning, Project Management, Training, Data Analysis, Process Improvement, Customer Service, Business Strategy, Vendor Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1996
MBA, Finance
Fordham University 1991 — 1995
BS, Mathematics
KPMG LLP June 2013 - Present
PricewaterhouseCoopers LLP June 2004 - April 2013
Ernst & Young LLP June 2001 - June 2004
Coopers & Lybrand LLP January 1994 - January 2001
Arthur Andersen & Co. June 1986 - 1994
Skills
Strategy, Management Consulting, Business Development, Business Strategy, Strategic Planning, Accounting, Business Transformation, Auditing, Forecasting, Tax, Account Management, Financial Reporting, Change Management, Financial Analysis, Process Improvement, Outsourcing Management
Education
Northwestern University 1985 — 1986
MS, Marketing/Advertising
Northwestern University 1981 — 1985
BS, Business/Corporate Communications
American Express January 2008 - Present
Countrywide Financial Corporation April 2005 - November 2007
American Express 1996 - 2005
Coopers & Lybrand LLP August 1993 - January 1996
Skills
Business Development, Strategic Partnerships, Relationship Management, Credit Cards, Financial Services, Analytics, Strategy, Segmentation, Competitive Analysis, Payments, Customer Acquisition, CRM, Business Strategy, Product Management, Salesforce.com
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Marketing
Binghamton University - School of Management 1989 — 1993
BS, Business Management, MIS and Finance
Bahn Valuation Group LLC April 2010 - Present
Ernst & Young LLP January 2000 - April 2010
Leukemia & Lymphoma Society - Los Angeles Chapter 2005 - 2007
USC Intellectual Property Institute 2004 - 2006
Coopers & Lybrand LLP 1997 - 1999
KPMG LLP 1995 - 1997
Arthur D. Little Valuation 1983 - 1987
Skills
Financial Reporting, Valuation, Intangible Assets, Transaction Advisory, Business Valuation, Due Diligence, SEC reporting, Intellectual Property...
Education
California State University-Northridge 1978 — 1983
BS, Finance
Pacific Palisades High School 1976 — 1978
Daymon Worldwide February 2015 - Present
Avon Products Inc. November 2008 - September 2014
MasterCard August 2006 - October 2008
Swiss Reinsurance Company December 2003 - August 2006
Bain & Company January 1997 - May 2003
Coopers & Lybrand LLP August 1989 - December 1996
Skills
Tax, Accounting, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Income Tax
Education
Husson University 1985 — 1987
BS in Public Accounting
Limestone High School
Marsh April 2013 - Present
Ernst & Young May 2003 - March 2013
Navigant May 2001 - May 2003
PricewaterhouseCoopers LLP August 1998 - May 2001
Coopers & Lybrand LLP January 1997 - August 1998
Skills
Forensic Accounting, Claim, CPA, Insurance, Forensic Analysis, Valuation, Litigation, Business Valuation, Due Diligence, Accounting, Enterprise Risk..., Financial Analysis, Financial Modeling, Internal Controls, Management
Education
The University of Texas at Austin 1992 — 1996
BBA, Finance
Bridge City High School
Indian Creek School June 2014 - Present
Baltimore Lab School April 2012 - June 2014
Grace Episcopal Day School September 2010 - May 2012
NATIONAL BUSINESS OFFICERS ASSOCIATION February 2004 - September 2010
ST. ANNE'S SCHOOL August 2005 - June 2007
THE WOODS ACADEMY April 2004 - August 2005
TABOR ACADEMY July 2002 - April 2004
THE PINGREE SCHOOL July 2001 - June 2002
Chapel Hill Chauncy Hall School July 1999 - June 2001
Coopers & Lybrand LLP 1991 - 1995
Skills
Cash Flow, Strategic Planning, Leadership, Budgets, Management, Finance, Team Building, Event Management, Process Improvement, Forecasting, Nonprofits, Strategy, Non-profits, Accounting, Project Management, Managerial Finance, Management Consulting, Not for Profit, Fundraising, Program Management, Customer Service, Financial Reporting, Program Development, Leadership Development, Cross-functional Team..., Business Partner..., Public Speaking, Volunteer Management, Human Resources, Internal Controls, Strategic Financial...
Education
The Johns Hopkins University 2007 — 2008
Graduate Certificate, Business Leadership for Independent School
University of Southern Maine - School of Business 1990 — 1992
BS, Accounting
Tabor Academy 1984 — 1988
Leadership for Independent Schools JOHNS HOPKINS UNIVERSITY
Graduate Certificate, Business
University of Southern Maine
Bachelor of Science (BS), Accounting
Madden Communications September 2014 - Present
Prince Industries November 2011 - December 2013
Marshall Associates June 2007 - April 2011
C.B.A.A.S 1998 - 2007
Coopers & Lybrand, LLP 1996 - 1998
Wallace Computer Services 1993 - 1996
Skills
CPA, Finance, Accounting, General Ledger, Accounts Payable, Cash Management, Cash Flow, Budgets, Forecasting, Financial Reporting, Auditing, GAAP, Financial Statements, Management, Leadership, Managerial Finance, Accounts Receivable, Financial Analysis, Strategic Planning
Education
Northern Illinois University 1989 — 1991
BS, Accounting
St. Francis 1978 — 1981
St. Matthew
VyStar Credit Union September 1995 - June 2015
CUNA CFO Council 2012 - 2015
Most Holy Redeemer Catholic Church September 2003 - December 2009
Northeast Florida Equestrian Society, Inc. January 2002 - December 2006
Northeast Florida March of Dimes January 2000 - December 2005
Florida Community College January 1997 - December 1999
Baptist Health Foundation January 1996 - January 1999
Coopers & Lybrand LLP June 1994 - August 1995
Skills
Financial Analysis, Auditing, Financial Reporting, Internal Audit, Payroll, Financial Modeling, Leadership, Finance, Management, Financial Statements
Education
Stetson University 1993 — 1994
MAcc, Accounting Major
Stetson University 1991 — 1993
BBA, Accounting
Berry, Dunn, McNeil & Parker January 2004 - Present
Cloudhawk Management Consultants, LLC 1996 - 2002
Coopers & Lybrand LLP 1983 - 1996
Skills
US Tax, Tax, Estate Tax Planning, Valuation, Financial Planners, Tax Accounting, Corporate Tax, Accounting, Income Tax, Tax Preparation, Estate Planning, Partnership Taxation, Tax Research
Education
University of Connecticut 1972 — 1976
B.S., Accounting
Starwood Hotels and Resorts Worldwide, Inc. June 2011 - Present
Deloitte Services LP January 2009 - November 2010
Applera Corporation 2003 - 2009
Towers Perrin August 1999 - August 2003
Philips Electronics North America June 1998 - August 1999
Coopers & Lybrand, LLP July 1994 - May 1998
Davis Polk & Wardwell August 1992 - July 1994
TMP Worldwide, Inc August 1991 - August 1992
Skills
Global Benefits, Strategy, Healthcare Management, Retirement, Benefits Administration, COBRA, Compliance, Health Care Reform, International...
Education
Cornell University 1987 — 1991
Bachelor of Science, Industrial and Labor Relations
McDonald Hopkins LLC October 1996 - Present
Coopers & Lybrand LLP September 1993 - October 1996
Skills
Corporate Law, Mergers, Real Estate, Estate Planning, Legal Research, Mergers & Acquisitions, Contract Negotiation, Licensing, Corporate Governance, Negotiation, Legal Writing, Start-ups, Private Equity, Civil Litigation, Due Diligence, Early-stage Startups, Family Business, Tax Law, Start-up Consulting, Start-up Ventures, Entrepreneurship, Private Placements, Venture Capital
Education
The Ohio State University Moritz College of Law 1990 — 1993
JD
The Ohio State University 1986 — 1989
BA
Benedictine High School 1981 — 1985
Ernst & Young LLP July 2006 - June 2008
Ernst & Young LLP July 2003 - July 2006
EY October 2002 - June 2003
EY December 2001 - August 2002
Ernst & Young LLP October 2000 - December 2001
EY October 1998 - October 2000
EY September 1997 - October 1998
Coopers & Lybrand July 1996 - September 1997
AFG Industries April 1995 - July 1996
Coopers & Lybrand LLP June 1991 - April 1995
Education
Creighton University 2010 — 2014
JD
Georgia State University 1991 — 1993
Masters
Troy University 1988 — 1991
BS
Prosek Partners June 2014 - Present
First Manhattan Consulting Group 2003 - June 2014
Peppers & Rogers Group, Inc. 2001 - 2003
EmployeeMatters, Inc. 2000 - 2001
Falcon Financial, LLC 1997 - 2000
Coopers & Lybrand, LLP 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Accounting, Budgets, Finance, Valuation, Due Diligence, Management Consulting, Corporate Finance, Forecasting, Management, Financial Reporting, Process Improvement, Cross-functional Team..., Strategy, Risk Management, Executive Management, Business Strategy, Strategic Planning, Internal Controls
Education
Pace University - Lubin School of Business 1992 — 1994
MS, Accoutnting & Finance
State University of New York College at Cortland 1986 — 1990
BS, Economics & Management Science
OTTR Chronic Care Solutions August 2013 - Present
Complete Nutrition May 2012 - August 2013
York Label May 2009 - April 2012
Io Consulting, LLC March 2008 - December 2008
First Data Corporation October 2006 - December 2007
First Data Corporation October 1999 - October 2006
PKS Information Servcies September 1998 - September 1999
Coopers & Lybrand, LLP October 1994 - September 1998
Skills
Financial Reporting, Due Diligence, Mergers, Financial Analysis, General Ledger, Budgeting, Valuation, Financial Accounting, Financial Modeling, Financial Management, Forecasting, Hyperion, P&L, Excel, Financial Control, JD Edwards, Budgets, Mergers & Acquisitions, Accounting, Management, Financial Audits, Finance, Auditing, GAAP, Corporate Finance, Financial Statements, Account Reconciliation, Analysis, CPA, Payroll, Consolidation, Strategy, External Audit, Hyperion Enterprise, Accruals
Education
Southern Methodist University 1990 — 1994
BBA, Accounting
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
Donnelly Custom Manufacturing Company May 2000 - Present
Donnelly Custom Manufacturing Company July 1991 - May 2000
Plastech Corporation January 1989 - July 1991
Sandoz Nutrition (Novartis) June 1985 - January 1989
Coopers & Lybrand LLP 1982 - 1985
Skills
Strategic Planning, Lean Manufacturing, Manufacturing, Process Improvement, Accounting, Budgets, Mergers & Acquisitions, Purchasing, Auditing, Business Planning, Leadership, Business Process..., Operations Management, Strategy, Negotiation
Education
St. Cloud State University 1978 — 1982
B.S., Accounting
Atos June 2014 - Present
IBM July 2003 - June 2014
John Hancock Financial Services November 1999 - June 2003
Accenture November 1997 - November 1999
Geotek Communications, Inc November 1996 - November 1997
Coopers & Lybrand, LLP August 1993 - September 1996
Skills
IT Strategy, Outsourcing, Program Management, IT Service Management, IT Management, Integration, Governance, Data Center, PMP, Project Portfolio..., IT Outsourcing, Enterprise Architecture, Business Process, Management, Strategy, ITIL, Vendor Management, Management Consulting, Change Management, Service Delivery, Cloud Computing, Information Technology, PMO, SDLC, Resource Management, Project Planning, IT Operations, Professional Services, Business Continuity, Project Delivery, Team Leadership, MS Project, Business Intelligence, Software Development, Pre-sales, Organizational..., Consultancy, IT Governance, Business Transformation, Project Implementation, Business Process..., Software Project..., PMI, Process Development, Business Management, Process Improvement, Vendor Relations, Process Engineering, Sla, Project Management
Education
Boston University - School of Management 2003 — 2006
MBA
Rutgers University-New Brunswick 1989 — 1993
BS, Computer Science
NEJM Group September 2013 - Present
Cengage Learning (formerly Thomson Learning) April 2010 - September 2013
Cengage Learning (Formerly Thomson Learning) January 2008 - April 2010
Cengage Learning (Formerly Thomson Learning) April 2005 - December 2007
Houghton Mifflin March 2004 - April 2005
Houghton Mifflin Company September 2001 - March 2004
Houghton Mifflin January 2001 - September 2001
Houghton Mifflin June 2000 - January 2001
City Year, Inc. January 1998 - June 2000
Coopers & Lybrand, LLP 1996 - 1997
Skills
Forecasting, Budgeting, Analysis, Strategic Planning, Process Improvement, Financial Analysis, Managerial Finance, Business Analysis, Competitive Analysis, Accounting, Financial Modeling, Microsoft Excel, Budgets, Collaborative Problem..., Business Process..., Business Strategy, Strategy, Product Management, Program Management, Finance, Marketing, Auditing, Ebooks, Sales, E-commerce, Negotiation
Education
Babson College 1992 — 1996
BSBA, Accounting
@properties February 2012 - Present
Coldwell Banker Residential May 2008 - February 2012
Arthur Andersen September 1996 - 2001
Arthur Andersen September 1995 - September 1996
Coopers & Lybrand LLP May 1994 - September 1995
Skills
Real Estate, Sellers, Buyer Representation, Residential Homes, Short Sales, First Time Home Buyers, Relocation, Residential, Investment Properties, Investors, Buyers, Single Family Homes, Real Estate Transactions, Seller Representation, Condos, Foreclosures, Listings, Sales, Investments, Home remodeling
Education
University of Illinois at Urbana-Champaign 1988 — 1992
B.A., Finance
New Trier High School 1984 — 1988
Vulcan Inc. October 2013 - Present
Vulcan Inc. December 2005 - October 2013
Western Wireless October 1999 - September 2005
Technology Solutions Company October 1997 - October 1999
Coopers & Lybrand LLP March 1996 - October 1997
Unisys October 1994 - March 1996
Skills
Integration, PeopleSoft, SDLC, PeopleTools, SharePoint, Software Development, Requirements Analysis, Oracle, Databases, SQL
Education
University of Washington 2007 — 2008
University of Texas 1989 — 1994
BBA, Engineering Route to Business
Deloitte & Touche LLP 2000 - Present
Deloitte & Touche LLP 1998 - 2000
Coopers & Lybrand LLP 1995 - 1998
Coopers & Lybrand LLP 1991 - 1995
Ernst & Young LLP 1989 - 1991
Skills
US GAAP, SEC filings
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Business Economics/Accounting
Shawn Deitch Paintings October 2010 - Present
Brookville Crossing, LLC March 2010 - Present
Investment Real Estate 1992 - Present
Kaiser Real Estate Companies January 2011 - January 2015
ArtSplash Gallery October 2010 - September 2013
Spanish Language Success, LLC 2003 - 2006
Coopers & Lybrand, LLP 1987 - 1993
Oxford Development Corporation 1982 - 1984
Skills
Original Oil Painting, Visual Arts, Non-profit Marketing, Website Development, Real Estate, Property Management, Finance, Marketing, Negotiation, Customer Service, Management, Due Diligence
Education
Indiana State Board of Public Accountancy
Certified Public Accountant, Accounting/Taxation
Indiana University Robert H. McKinney School of Law 1984 — 1987
Doctor of Jurisprudence
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, High Distinction, Marketing/Management
Bay Valuation Advisors, LLC May 2009 - Present
Deloitte Financial Advisory Services LLP April 1994 - May 2009
Coopers & Lybrand LLP January 1991 - April 1994
Peterson Consulting LP September 1988 - January 1991
Education
Baylor University - Hankamer School of Business 1987 — 1988
MBA, Finance
Baylor University 1983 — 1987
BBA, Finance and Economics
Astellas Pharma US LLC January 2014 - July 2015
Astellas Pharma US LLC October 2007 - March 2013
Genzyme Corporation July 2005 - September 2007
Johnson & Johnson June 2004 - August 2004
Abbott Laboratories July 2002 - August 2003
Abbott Laboratories March 2000 - July 2002
Abbott Laboratories June 1998 - March 2000
Abbott Laboratories February 1997 - June 1998
Abbott Laboratories October 1994 - February 1997
Coopers & Lybrand LLP August 1991 - October 1994
Skills
Marketing Strategy, Marketing Management, Cross-functional Team..., Market Research, Commercial Operations, Product Launch, International Business, Emotional Intelligence, Financial Planning, Financial Analysis, Leadership, Product Development, Market Planning, Strategy, Pharmaceutical Industry, Business Planning, P&L Management, Sales Effectiveness, Strategic Financial..., Management, Medical Devices, Change Management, Project Planning, Strategic Planning, Forecasting, Marketing, Market Access, Mergers & Acquisitions, Competitive Analysis, Team Building, Market Analysis, Business Operations
Education
Kellogg School of Management - Northwestern University 2003 — 2005
M.B.A.
Lafayette College 1987 — 1991
B.A.
Phillips Academy 1983 — 1987
Barris Lotterer Management Consulting 2005 - Present
Linthorst Consulting Llc January 2003 - Present
PwC Consulting December 1975 - January 2002
Chuo Coopers & Lybrand Consulting 1995 - 2001
Coopers & Lybrand LLP 1989 - 1998
Skills
Management Consulting, Business Process..., Operational Excellence, Business Transformation, Organizational Design, Business Strategy, Change Management, Performance Improvement, Business Process..., Acquisition Integration, Restructuring, Process Engineering, Operations Management, Logistics, Lean Manufacturing, IT Strategy, Mergers & Acquisitions, Due Diligence, Executive Coaching, Six Sigma, Management, Business Planning, Cross-functional Team..., Knowledge Management, Manufacturing, Financial Modeling, Business Analysis, Program Management, Interim Management, Process Improvement, Governance, Process Excellence, Benchmarking, Organizational..., Strategy, Supply Chain Management, Strategic Consulting
Education
Columbia University - Columbia Business School 1971 — 1972
Spencer Stuart April 2008 - Present
CDS Media, Inc. July 2004 - June 2007
Mercer Delta Consulting June 1996 - May 2004
Coopers & Lybrand, LLP June 1993 - May 1996
Hughes Aircraft Company June 1990 - June 1993
Skills
Leadership Development, Organizational..., Culture Change, Organizational Design, Organizational..., Consulting, Succession Planning, HR Consulting, Strategy, Executive Coaching, Talent Management, 360 Feedback, Executive Development, Change Management, Business Strategy, Career Development, Mergers & Acquisitions, Strategic Planning, Management Consulting, Leadership, Coaching, Employee Engagement
Education
California State University-Northridge 1985 — 1988
B.A., Psychology
Alliant International University-Los Angeles
M.A., Ph.D., Organizational Psychology
Boston Scientific August 2010 - Present
envisioneer.us January 2008 - Present
envisioneer.us 2007 - 2009
Hollander, a Solera company August 2007 - January 2008
Medtronic, Inc. June 2006 - December 2006
IBM Corporation May 1999 - June 2001
Coopers & Lybrand, LLP March 1995 - April 1997
Skills
FDA, Process Improvement, Technical Documentation, Research, Technical Writing, Leadership, Information Architecture, FrameMaker, Online Help, Human Resources, Editing, Software Documentation, Information Design, Marketing Communications, Project Management, Adobe Acrobat, Manuals, Instructional Design, Medical Devices, Strategy, Creative Writing, Cross-functional Team..., Technical Communication, Software Development, Content Management, Multimedia, Microsoft Office, Training, Time Management, Dreamweaver, Marketing Management, Web Development, Regulatory Affairs, E-Learning, Employee Training, Testing, Product Development, Visio, Business Planning, Interviews, Product Marketing, Copy Editing, SnagIt, Proofreading, Strategic Planning, CAPA, Content Development, Global Marketing, Web Content, RoboHelp
Education
University of Minnesota-Twin Cities 2004 — 2007
Texas Tech University
Deutsche Bank November 2012 - December 2013
Societe Generale February 2010 - November 2012
Barclays Capital March 2007 - October 2008
Citigroup November 1995 - March 2007
Coopers & Lybrand LLP September 1988 - November 1995
Skills
Control Room, Compliance, Auditing, Investment Banking, Banking, Research, Fixed Income, Equities, Derivatives, Corporate Finance, Financial Services, Capital Markets, Securities, Accounting, Financial Analysis, Risk Management, Hedge Funds, Due Diligence, Management, Finance, Financial Risk
Education
Pace University - Lubin School of Business 1986 — 1988
BBA, Accounting
Baruch College, City University of New York (CUNY) 1982 — 1985
Accounting
Meyer Consulting, PLLC 1983 - Present
Thomas Howell Ferguson PA August 2004 - February 2013
PriceWaterhouseCoopers 1983 - 2000
Coopers & Lybrand, LLP 1978 - 1983
Skills
Tax, Tax Advisory, Mergers & Acquisitions, CPA, Auditing, Accounting, Corporate Tax, Tax Research, Tax Accounting, Partnership Taxation, High Net Worth..., Trusts, Restructuring, GAAP, US GAAP, Corporate Law, Internal Controls, Forensic Accounting, Financial Reporting, Financial Accounting, Fiduciary Accounting, Income Tax
Education
Florida State University 1976 — 1978
BSBA, Accountancy
Merritt Island
High School
Squar Milner January 2010 - Present
Squar Milner January 2003 - Present
Deloitte 1997 - 2002
PricewaterhouseCoopers 1995 - 1997
Coopers & Lybrand LLP 1993 - 1996
Internal Revenue Service October 1987 - December 1993
Skills
Corporate Tax, SEC filings, Tax, GAAP, Small Business, Business Valuation, Restructuring, Income Tax, Private Equity, Corporate Finance, Due Diligence, Forensic Accounting, Mergers & Acquisitions, Leadership, CPA, Tax Accounting, IPO
Education
California State University-Hayward - School of Business and Economics 1992 — 1994
BA and MBA, Accounting
Golden Gate University
Master of Science (MS), Taxation
Sharpstown High School
St. Mary's University
WC Bradley CO May 2012 - Present
Lindsay Scott & Associates August 2011 - November 2012
InterContinental Hotels Group (IHG) November 2007 - December 2009
BT Americas Inc. August 1999 - November 2007
MCI/SHL Systemhouse (Acquired by EDS) March 1997 - May 1999
Coopers & Lybrand LLP February 1990 - March 1997
Skills
Mergers, Employment Law, Incentive Programs, Performance Management, Management, Mergers & Acquisitions, Deferred Compensation, HRIS, Competitive Analysis, Employee Benefits, Strategic Planning, Project Management, Change Management, Strategy, Executive Pay, Leadership, Human Resources, Compensation & Benefit
Education
Jacksonville State University
Bachelor of Science, Business Administration/Marketing
Lawyer's Assistant Program of the National Center for Paralegal Training
Centene Corporation January 2015 - Present
RTP Law McNeill Law Offices, PLLC April 2007 - January 2015
Duke University School of Law August 2012 - May 2013
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P. January 2013 - April 2013
Hollowell, Mitchell & Warner, PA June 2005 - February 2006
Narron & Holdford, PA May 2004 - May 2005
Wellmark Blue Cross and Blue Shield May 2003 - March 2004
University of New Mexico Hospitals February 1999 - August 2000
Presbyterian Healthcare Services January 1998 - February 1999
Coopers & Lybrand, LLP May 1996 - December 1997
Skills
Civil Litigation, Business Strategy, Business Law, Legal Research, Legal Writing, Intellectual Property, Mediation, Corporate Law, Courts, Legal Advice, Patents, Licensing, Regulatory Compliance..., Commercial Litigation, Biotechnology Industry, Lifesciences, Venture Capital, Environmental Law, Employment Law, Corporate Governance, Mergers & Acquisitions, Start-ups, Entrepreneurship
Education
Duke University School of Law 2012 — 2013
Master of Laws (LLM), Law and Entrepreneurship- Healthcare and Bio-Pharma
University of Iowa College of Law 2000 — 2003
Juris Doctor, Business Law; Healthcare Law; Trial Advocacy
UNC Chapel Hill 1990 — 1992
MHA, Healthcare Marketing and Finance
UNC-Pembroke 1986 — 1988
Bachelor of Science (BS), Biology and Chemistry, 3.0
Mars May 2008 - July 2011
Mars March 2007 - May 2008
Mars March 2005 - March 2007
Mars November 2003 - March 2005
Mars November 2000 - November 2003
Mars October 1998 - November 2000
Mars December 1996 - October 1998
The Clorox Company November 1994 - December 1996
The Clorox Company September 1993 - November 1994
Coopers & Lybrand LLP July 1989 - August 1991
Skills
Functional Business..., Supply Chain Finance, Consumer Products, P&L Management, Profit Improvement, Cross-functional Team..., Process Improvement, Forecasting, Financial Reporting, Variance Analysis, Financial Planning and..., Business Planning, Budgeting, Budget Management, Cost Accounting, Internal Controls, Financial Control, Financial Accounting, Accounting, US GAAP, Internal Audit, Audit, General Ledger, Accounts Payable, Payroll
Education
The University of Texas at Austin 1991 — 1993
Master
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science
ECOM Atlantic, Inc. October 2011 - Present
CleanPath Ventures LLC April 2011 - August 2011
MMA Realty Capital, LLC, a MuniMae Company August 2005 - February 2011
VERIO/NTT COMMUNICATIONS September 2004 - August 2005
USA.NET, INC October 2000 - September 2004
SOURCE CAPITAL CORPORATION February 1998 - August 2000
COOPERS & LYBRAND, LLP January 1994 - February 1998
Skills
Financial Reporting, Financial Modeling, US GAAP, Internal Controls, GAAP, Valuation, Accounting, SEC filings, Auditing, Forecasting, Sarbanes-Oxley Act, Consolidation, Business Strategy, Cash Flow, Budgets, Corporate Finance, Internal Audit, IFRS, Finance, General Ledger, Financial Audits, Financial Statements, Tax, Private Equity, Revenue Recognition, Analysis, Cash Flow Forecasting, CPA, Due Diligence, Financial Analysis, Financial Accounting, Cash Management, Mergers & Acquisitions, Variance Analysis, Start-ups, Strategic Financial..., Sarbanes-Oxley, Managerial Finance, Asset Management, Restructuring, Banking, Hyperion Enterprise, Treasury Management, Acquisition Integration, Business Valuation, Investor Relations, Cost Accounting, Divestitures, Fixed Assets, Risk Management
Education
The University of Montana - School of Business Administration 1986 — 1993
Bachelor of Science, Marketing & Accounting
Dr Pepper Snapple Group January 2011 - Present
Transcendent Financial Real Estate Group January 2002 - January 2011
PricewaterhouseCoopers (PwC) January 1998 - January 2001
Coopers & Lybrand LLP March 1995 - June 1998
Business Assurance Services September 1992 - March 1995
Junior League of North Harris and South Montgomery Counties January 1990 - August 1992
IBM May 1991 - August 1991
Skills
IT Strategy, Process Improvement, Business Strategy, Cost Benefit, Functional Requirements, Transportation, Cross-functional Team..., SAP, Business Process..., Business Analysis, Program Management, Strategic Planning, Business Process, Change Management, Project Management, Management Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1992
MBA, Organizational Management, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA, Business Honors, Accounting
BriFolz Enterprises LLP January 2011 - Present
Batteries Plus 2011 - May 2015
IBM June 2009 - June 2009
IBM Global Services March 2008 - June 2009
IBM Business Consulting Services March 2005 - March 2008
IBM January 2001 - January 2006
PwC January 1998 - January 2001
Coopers & Lybrand LLP August 1994 - January 1998
Professionals Software Incorporated May 1990 - January 1994
Skills
IT Strategy, IT Outsourcing, IT Management, Mergers, Global Delivery, Managerial Finance, Project Management, E-commerce, Income Statement, Human Capital, Custom Software, Leadership, Portals, High Performance Teams, Business, Business Transformation, Outsourcing, Shared Services, Professional Services, Governance, Competitive Analysis, Strategy, Retail Sales, Budgets, Business Development, Integration, New Business Development, Entrepreneurship, ERP, Executive Management, Management, Start-ups, Coaching, Management Consulting, Recruiting, Business Planning, Small Business, Sales, Information Technology, Software Development, Business Process..., Cross-functional Team..., Thought Leadership, Program Management, Business Strategy, Human Resources, Consulting, Finance, Acquisition Integration, Business Intelligence
Education
College of DuPage 1981 — 1982
Richland Community College 1980 — 1981
University of Illinois at Urbana-Champaign 1976 — 1978
HighRoads June 2011 - October 2014
The Segal Company October 2008 - May 2011
Dempsey & Sons Development Corp. January 2005 - March 2009
Koenig & Strey GMAC October 2003 - March 2009
Sears, Roebuck and Co. January 2001 - April 2003
PricewaterhouseCoopers April 1999 - January 2001
Mercer Human Resource Consulting May 1998 - March 1999
Coopers & Lybrand LLP February 1996 - April 1998
Coopers & Lybrand LLP January 1995 - February 1996
Education
Loyola University Chicago 1988 — 1996
BS, Biology
Alvarez & Marsal 2006 - Present
Navigant Consulting, Inc. 2004 - 2006
Deloitte & Touche, LLP 2000 - 2004
PricewaterhouseCoopers, LLP 1998 - 2000
Coopers & Lybrand LLP 1996 - 1998
Pardue, Heid, Church, Smith & Waller, Inc. 1995 - 1995
Gallagher Appraisal Company 1991 - 1994
Consulting Engineers Partnership, Ltd. 1982 - 1990
Skills
Expert Witness, Consulting, Arbitration, Real Estate, Litigation Support, Mediation, Claim, Litigation, Appraisals, Leases, Due Diligence, Insurance, Analysis, Civil Litigation, Fraud, Dispute, Trials, Project Management, Strategy, Management, Strategic Planning, Leadership, Financial Analysis
Education
University of Florida 1994 — 1996
Master of Arts
Cardiff University / Prifysgol Caerdydd 1978 — 1982
Bachelor of Engineering
Merrill Lynch October 2010 - Present
Almac Clinical Technologies January 2009 - October 2010
Independent Consultant January 2002 - December 2008
Johnson & Johnson May 2000 - November 2001
AT&T May 1997 - April 2000
Coopers & Lybrand LLP April 1996 - May 1997
Prudential Insurance May 1993 - April 1996
Prudential Insurance September 1990 - April 1993
Skills
Data Analysis, Project Management, OOAD, SDLC, Business Analysis, Quality Assurance, Vendor Management, Software Project..., Process Improvement, Visio, Requirements Analysis, Team Leadership, SharePoint, Oracle, Technical Writing, Program Management
Education
Chubb Institute 1996 — 1997
Certificate, Computer Programming
Stevens Institute of Technology 1994 — 1996
Masters of Science, Ergonomics- Human Factors
Rutgers University-New Brunswick 1986 — 1990
BA, Communication
North Shore-LIJ Health System May 2013 - Present
North Shore LIJ Health System March 2011 - April 2013
Right Executive Search LLC 2010 - 2011
PRICEWATERHOUSECOOPERS LLP February 1999 - March 2010
Simpson Thacher & Bartlett November 1997 - March 1999
COOPERS & LYBRAND LLP February 1995 - October 1997
US BEHAVIORAL HEALTH September 1992 - February 1995
MARITIME OVERSEAS CORPORATION June 1990 - September 1992
Skills
Marketing Strategy, Online Marketing, Event Planning, HTML, Vendor Management, Performance Management, Website Development, Budget Management, Web Development, Web Operations, SEO, Digital Strategy, Web Project Management, Problem Solving, Web Site Production, Online Advertising, Budgets, Project Management, Marketing, Recruiting, Strategic Planning, Email Marketing, Human Resources, Healthcare, Thought Leadership, Event Management, Competitive Analysis, Direct Marketing, Analytics, CRM, Management, Strategy, Social Media, Strategic Partnerships, Market Research, Web Analytics, Negotiation, Internal Communications, Leadership, Digital Marketing, Talent Acquisition, Integrated Marketing, Management Consulting, Corporate Communications, Social Media Marketing, Marketing Communications, Business Strategy, Social Networking, Business Development, Team Leadership
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Human Resource Management, Psychology
Bryant HS 1987 — 1990
Business Administration and Management, General
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America September 2005 - August 2008
Bank of America January 2004 - September 2005
Fleet Boston Financial January 2002 - January 2004
Fleet Bank April 1997 - January 2002
Coopers & Lybrand, LLP October 1992 - April 1997
Skills
Operational Risk..., Risk Assessment, IT Risk Management, Risk Management, Financial Services, operational loss..., Scenario Analysis, Vendor Management, Banking, Wealth management..., IT Audit, Wealth management audit, Divestitures, mergers & transitions, Six Sigma, IT Strategy, Business Analysis, Process Improvement, Project Management, Change Management, SDLC, Testing, Quality Assurance, Risk reporting, Key Risk..., Regulatory Compliance, Regulator exam..., Financial Risk
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems
Roosevelt Management Company November 2013 - Present
Tullett Prebon Americas Holdings Inc. September 2007 - October 2013
CitiMortgage, Inc January 2002 - August 2007
Accounting Career Consultants October 2000 - October 2001
Rubin, Brown, Gornstein & Company LLP August 1999 - September 2000
Citibank, N.A January 1997 - April 1999
Coopers & Lybrand, LLP October 1995 - January 1997
Skills
Financial Reporting, Financial Analysis, Corporate Finance, Budget, Cash Flow Forecasting, Treasury Management, CPA, Account Reconciliation, Analytics, Staff Supervision, Ad Hoc Reporting, Forecasting, Budgets, Internal Controls, Finance, Accounting, Auditing, General Ledger, Financial Statements, Management, Internal Audit, Financial Audits
Education
Binghamton University 1991 — 1995
Bachelor’s Degree, Accounting
Binghamton University
Degree:Bachelor of Science, Accounting
Deluxe Corporation April 2008 - Present
Best Buy Co., Inc. March 2007 - March 2008
Best Buy Co., Inc. August 2005 - February 2007
Best Buy Co., Inc. June 2001 - August 2005
Metris Companies August 2000 - June 2001
Fingerhut Companies March 1997 - August 2000
Fingerhut 1996 - 1999
Coopers & Lybrand LLP June 1995 - March 1997
Accenture January 1991 - May 1994
Skills
IT Audit, CISA, Risk Assessment, Audit, Risk, Internal Audit, Enterprise Risk..., Process Improvement, CIA
Education
University of Minnesota - Carlson School of Management 1994 — 1995
MBA, Information Technology
University of Arizona 1986 — 1990
BSBA, Accounting and Finance
Professional Credit Service January 2015 - Present
Hawes Financial Group March 2014 - December 2014
Hawes Financial Group September 2010 - March 2014
PEER Servants 2009 - 2014
The R2 Group November 2005 - September 2010
The R2 Group November 2005 - September 2010
Industrial Source/National Fire Fighter December 2002 - September 2005
Moss Adams LLP February 1998 - December 2002
Percon Brokerage, Inc. 1995 - 1998
Coopers & Lybrand LLP 1990 - 1995
Skills
Financial Analysis, Process Improvement, Debt & Equity Financing, Business Planning, Strategic Planning, Cash Flow, Accounting, Internal Controls, Forecasting, Management, SEC filings, Financial Reporting, Business Strategy, Managerial Finance, Cash Management, Auditing, Leadership, Finance, Team Building, Budgets, Team Leadership, Coaching, Public Speaking, Business Development, Marketing, Consulting
Education
Oregon State University 1988 — 1990
BS, Accounting
Oregon State University 1988 — 1990
Bachelor of Science (B.S.), Accounting
Pride Technologies February 2015 - Present
Apex Systems July 2014 - December 2014
IBM February 2011 - April 2014
IBM September 2007 - February 2011
IBM October 2002 - September 2007
PricewaterhouseCoopers January 2000 - October 2002
Coopers & Lybrand LLP April 1997 - January 2000
Ajilon Inc 1994 - 1997
Skills
Program Management, Management Consulting, Management, Project Management, Account Management, PMO, Strategy, SDLC, Leadership, Requirements Analysis, Business Analysis, Outsourcing, Team Building, Mergers & Acquisitions, Cloud Computing, SaaS, Business Intelligence, Software Project..., IT Strategy, Business Process, Business Process..., Telecommunications, Enterprise Software, Healthcare, Integration, Pre-sales, Process Improvement, Change Management, Business Development, Enterprise Architecture, Cross-functional Team..., Consulting, Vendor Management, Strategic Planning, Project Planning
Education
Saint Joseph's University 1994 — 1997
MBA, Information Systems
University of Pennsylvania - The Wharton School 1982 — 1992
BBA, Management
American Income Life Insurance Company June 2014 - August 2014
BNY Mellon August 2012 - August 2013
Bayer Business and Technology Services (Contract:MPS Group) April 2009 - October 2010
Pro Grass, LLC July 2008 - December 2008
USIS November 2007 - June 2008
Management Science Associates, Inc. September 2006 - October 2007
TurnKey Services January 2001 - August 2006
Resources Connection September 2000 - January 2001
Deloitte June 1996 - July 2000
Coopers & Lybrand, LLP September 1995 - June 1996
Skills
Financial Analysis, Accounting, Finance, Variance Analysis, Management, Financial Reporting, Internal Audit, Analysis, Tax, Budgets, Financial Modeling, Consolidation, Forecasting, Internal Controls, Account Reconciliation, Financial Statements, Financial Accounting, Cost Accounting, Auditing, Sarbanes-Oxley Act, Cash Flow, Consulting, General Ledger, SAP, Accounts Receivable, Sarbanes-Oxley, Accounts Payable, Managerial Finance, Medicare Advantage, Medicare Supplements, Health Insurance, Permanent Life Insurance, Microsoft Excel
Education
Robert Morris University - Illinois 1995 — 1996
Masters of Science, Taxation
Northeastern University 1986 — 1987
MA, Accounting
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Economics; Computer Science
Colleen James CPA, PLLC August 2011 - Present
Univar USA Inc. October 2007 - August 2011
Concur Technologies, Inc. April 2006 - October 2007
Wolters Kluwer March 2005 - March 2006
Western Wireless September 2004 - March 2005
Moss Adams LLP November 2002 - September 2004
DaVita November 1998 - November 2002
KPMG LLP May 1997 - November 1998
Coopers & Lybrand LLP September 1994 - May 1997
Skills
Accounting, CPA, Financial Reporting, Tax, SEC filings, Sarbanes-Oxley Act, GAAP, General Ledger, Tax Research, Income Tax, Internal Controls, International Tax, Accounts Payable, Corporate Tax, Finance, Tax Accounting, SEC Filings, Tax Advisory, Provisioning
Education
Santa Clara University
Bachelor of Science in Commerce, Accounting
University of Denver - Daniels College of Business
Master of Taxation, Taxation
Garden City Group February 2013 - Present
Randstad Technologies US September 2012 - January 2013
AT&T Mobility January 2012 - August 2012
Tek Systems January 2010 - September 2010
Capgemini September 2007 - May 2009
BearingPoint March 2004 - July 2007
ATT Wireless September 2003 - February 2004
Symantec (Verisign Authentication Services) February 2000 - May 2002
CGI- AMS April 1998 - January 2000
Coopers & Lybrand LLP June 1997 - January 1998
Education
City University of Seattle 2010 — 2012
Masters, Project Management, Presidential Honors
University of Washington Extension 2001 — 2002
Certificate Data Resource Management
University of Washington, Michael G. Foster School of Business 1991 — 1996
Bus Admin, Finance, Marketing, Information Systems
Oracle August 2014 - Present
Oracle April 2012 - August 2014
Oracle Corporation February 2006 - April 2012
Atos Origin July 2004 - February 2006
Tellangon Associates, Ltd. August 2001 - July 2004
Silverline Technologies 2000 - 2001
SeraNova 1999 - 2001
IBM Global Services 1997 - 1999
Coopers & Lybrand LLP 1996 - 1997
Medaphis Corporation 1994 - 1996
Skills
Unified Process, RAD, Solution Architecture, Enterprise Architecture, SDLC, Architecture, SOA, Integration, Oracle Applications, Sun, Oracle E-Business Suite, IT Strategy, Pre-sales, Oracle Technologies, TOGAF, EAI, Technical Architecture, Application Architecture, ESB, Middleware, Master Data Management, BPEL, IT Governance, Business Process Design, Cloud Computing, Technical Leadership, Enterprise Software, Business Architecture, SaaS, IT Service Management, Oracle SOA Suite, Business Management, Business Transformation, UML, Oracle HR, Business Intelligence, Oracle, Databases, Management, Outsourcing, Business Process..., Governance, Weblogic, Data Center, CRM, Agile Methodologies, System Architecture, Professional Services, Java Enterprise Edition, Business Process
Education
University of Michigan-Flint 1982 — 1986
BS, Computer Science
Kettering University 1980 — 1981
Electrical Engineering
Flint Northern High School 1977 — 1980
Boyer & Ritter, LLC October 2014 - Present
Smeal College of Business at Penn State University August 2014 - Present
CBIZ MHM, LLC November 2012 - August 2014
Penn State University July 2004 - December 2012
Jenkins & Co., LLC June 1991 - December 2012
Ernst & Young February 2000 - September 2001
Detweiler, Hershey & Associates January 1999 - February 2000
Glatfelter Co November 1994 - December 1998
Coopers & Lybrand LLP January 1989 - June 1991
Ellin & Tucker December 1986 - December 1988
Skills
Accounting, Auditing, Corporate Tax, Tax, Tax Preparation, International Tax, Mergers, Tax Accounting, Finance, Public Speaking, Microsoft Office, Financial Analysis, Tax Law, Financial Reporting, Management, Mergers & Acquisitions, Tax Advisory, CPA
Education
Villanova University School of Law 1998 — 2001
MT, Taxation - Corporations and International
Penn State University 1981 — 1984
MBA, Accounting and International Business
Penn State University 1973 — 1977
BS, Economics (International)
Randstad Sourceright US July 2012 - Present
Discover Financial Services 2012 - 2013
Navistar Inc 2011 - 2013
Tax Consulting 2003 - 2011
Miller Cooper & Co July 2001 - July 2003
KPMG, LLP August 1999 - December 2000
Blackman Kallick Bartelstein, LLP October 1993 - August 1999
Zurich Kemper Scudder Group December 1987 - August 1993
Coopers & Lybrand, LLP July 1986 - December 1987
Western Diversified Services March 1980 - June 1986
Skills
Tax Returns, Accounting, Tax Research, Tax Accounting, GAAP, Investments, Corporate Tax, Auditing, Tax, Cash Flow, Internal Audit, CPA, Tax Advisory, US Tax, Income Tax, Financial Planners, Financial Planning, Financial Reporting
Education
DePaul University
MST; Masters of Science Taxation, Taxation
Loyola University
Executive Management Business Advisory Program
Roosevelt University
Bachelor of Science, Business Administration Accounting
University of Illinois
Certified Public Accountant
Cobham July 2015 - Present
Brooks Brothers, Manufacturing June 2011 - June 2015
Dover Corporation June 2007 - June 2011
Dover Corporation October 2000 - May 2007
The Raymond Corporation July 1999 - October 2000
Fust Charles Chambers, LLP August 1997 - July 1999
Coopers & Lybrand LLP 1995 - 1997
Skills
Financial Analysis, Team Building, Change Management, Negotiation, Financial Turnarounds, Change Leadership, Organizational..., Financial Reporting, Compliance, Business Consulting, Process Improvement, Financial Modeling, Management Consulting, Forecasting, Finance, Auditing, Accounting, Leadership, Budgets, Manufacturing, Cross-functional Team..., Business Planning
Education
Binghamton University - School of Management 2004 — 2006
MBA, Business Management
Le Moyne College 1991 — 1995
BS, Accounting
Bayer 2013 - Present
Roche Pharmaceuticals 2009 - 2013
Roche 2010 - 2011
Roche Pharmaceuticals 2007 - 2009
Roche Pharmaceuticals 2001 - 2007
Roche 1998 - 2001
PricewaterhouseCoopers 1996 - 1998
KPMG 1995 - 1996
Coopers & Lybrand, LLP 1992 - 1995
Education
Certified Public Accountant
Montclair State University
MBA, International Business, 3.96
University of Puerto Rico
BBA, Accounting, 3.88
Crowe Horwath LLP July 2005 - Present
Deloitte July 1999 - June 2005
Coopers & Lybrand LLP 1992 - 1998
Arthur Andersen & Co. June 1983 - April 1991
Education
San Francisco State University 1980 — 1983
BS, MBA, Business
Portland Integritas Advisors, LLC October 2012 - Present
On Course Financial Group, LLC 2004 - 2012
Robinson Financial Associates 2003 - 2004
Berry Dunn McNeil & Parker CPA's 2000 - 2003
Berry Dunn McNeil & Parker CPA's 1998 - 2000
Coopers & Lybrand LLP 1996 - 1998
Skills
Investments, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Finance, Financial Planners, Wealth, Wealth Accumulation, Tax, Accounting, Risk Management
Education
Merrimack College 2001 — 2003
Certificate, Financial Planning
University of Southern Maine - School of Business 1992 — 1996
BS, Accounting
RGL Forensics April 2007 - Present
Hagen Streiff Newton & Oshiro May 1997 - April 2007
Coopers & Lybrand LLP September 1994 - April 1997
Skills
Forensic Accounting, Business Valuation, Expert Witness, Fraud, Litigation Support, Financial Analysis, CPA, Auditing, Accounting, Insurance, Reinsurance, Internal Controls, Financial Reporting, Risk Management, Enterprise Risk..., Litigation Consulting, Claim, Due Diligence, GAAP
Education
University of North Texas 1989 — 1994
BS, Accounting Control Systems
RL Turner
Austin Mutual February 1998 - Present
Coopers & Lybrand LLP 1993 - 1998
Skills
Microsoft Office, Insurance, Microsoft Excel, Customer Service, Microsoft Word
Education
University of Minnesota-Twin Cities 1982 — 1984
Accounting
Western Wisconsin Technical College 1979 — 1981
Associate, Accounting
Bangor High School 1975 — 1979
Strasburger & Price, LLP September 2004 - Present
Strasburger & Price, LLP September 2004 - January 2008
Thompson & Knight LLP August 2000 - August 2004
Coopers & Lybrand, LLP 1995 - 1997
Texas Comptroller of Public Accounts 1993 - 1995
Skills
Business Advisor, Negotiator, Problem Solver, Negotiation, Intellectual Property, Mergers, Mergers & Acquisitions, Legal Writing, Litigation, Licensing, Accounting, Corporate Law, Due Diligence, Corporate Finance, Legal Compliance, Tax, Corporate Governance, Joint Ventures, Securities
Education
University of Houston Law Center 1997 — 2000
JD, Law
The University of Texas at Austin 1988 — 1992
BBA, Accounting
NATCO GROUP, INC July 2008 - March 2009
RELIANT ENERGY, INC September 2006 - June 2008
CALPINE POWER COMPANY November 2005 - March 2006
Entergy-Koch, LP May 2003 - March 2005
EKT February 2001 - April 2003
Koch Energy Trading, Inc October 1998 - January 2001
EXXON COMPANY, USA December 1995 - September 1996
COOPERS & LYBRAND, LLP January 1992 - January 1995
Education
Baylor University - Hankamer School of Business 1995 — 1995
MBA, general
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Accounting
Force Nine Design, Inc. 1997 - Present
Chicago Yacht Club 1995 - 2013
Near North Insurance Brokerage 1996 - 1997
Sonnenschein Nath & Rosenthal 1995 - 1996
Coopers & Lybrand LLP 1994 - 1995
J. Paul Getty Trust 1991 - 1993
AGS&R Communications 1989 - 1990
Booz Allen Hamilton 1985 - 1987
Skills
InDesign, Brochures, Graphic Design, Direct Mail, Adobe Creative Suite, Art Direction, Advertising, Newsletters
Education
School of the Art Institute of Chicago 1989 — 1991
MA, Modern Art History
University of Illinois at Urbana-Champaign 1980 — 1985
BFA, Art History, Graphic Design
University College of North Wales, Bangor 1983 — 1984
Exchange Student, Art History
TriZetto Corporation August 2011 - Present
Various Clients 2009 - 2011
Sun Microsystems Inc. 2005 - 2008
Sun Microsystems Inc. 2003 - 2005
Sun Microsystems Inc. 2000 - 2003
General Electric Company 2000 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Coopers & Lybrand LLP 1994 - 1997
Skills
Mergers & Acquisitions, Strategy, Forecasting, Business Analysis, Business Intelligence, Cross-functional Team..., Business Planning, Strategic Planning, Financial Modeling, Analysis, Process Improvement, Finance, Vendor Management, Outsourcing, Due Diligence, Management, Program Management, Leadership, Executive Management, Managerial Finance
Education
CFA Institute
Chartered Financial Analyst
Georgetown University
MBA
University of Maryland
BA
CSC June 2008 - Present
CSC January 2006 - June 2008
Self Employed October 2004 - December 2005
Sun Microsystems August 2001 - October 2004
Sun Microsystems December 2000 - August 2001
Sun Microsystems August 1998 - December 2000
Technology Solutions Company July 1997 - August 1998
Coopers & Lybrand, LLP November 1994 - July 1997
Computer Task Group 1989 - 1994
Education
University of New Mexico 1982 — 1986
BS, Computer Science
Gladstone Family LLC February 2013 - Present
The Kaleidoscope Ventures LLC July 2004 - Present
Lovin' Life Rescue October 2014 - May 2015
Bwindi Community Program May 2013 - May 2015
NAVTEQ Corporation March 2007 - March 2008
Illinois Tool Works Inc. June 2001 - March 2007
PricewaterhouseCoopers LLP August 1998 - June 2001
Coopers & Lybrand LLP May 1997 - August 1997
Skills
Mergers, Financial Analysis, Tax, Mergers & Acquisitions, Financial Modeling, Due Diligence, Restructuring, Business Valuation, Acquisition Integration, Corporate Finance, Tax Accounting, Consolidation, US GAAP, CPA, GAAP
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Accounting, Finance, Spanish
PeopleFluent September 2013 - Present
Peoplefluent June 2012 - September 2013
Adecco October 2010 - May 2012
NeuStar, Inc. April 2010 - October 2010
AOL 2003 - January 2010
Cafe Bagel, LLC 1997 - 2006
PeopleSoft, Inc 1997 - 2001
Coopers & Lybrand, LLP 1990 - 1997
Skills
SDLC, Program Management, PMO, PMP, Change Management, Project Management, Project Portfolio..., Process Improvement, Business Process..., Budgets, Business Process, Business Analysis, Vendor Management, Training, Professional Services, Team Leadership, ERP, Agile Methodologies, Cross-functional Team..., Team Building, SaaS, MS Project, Quality Assurance, Portfolio Management, Strategic Planning, Professional Services..., Mentoring, CISA, SOX, Software Implementation, Practice Management, Best Practices, Utilization Management, Revenue Recognition, Risk Management, Management, Leadership, Strategy
Education
Stetson University 1982 — 1987
BBA
St. John's International School 1980 — 1982
IBM Global Business Services October 2002 - Present
PricewaterhouseCoopers LLP December 1995 - September 2002
Coopers & Lybrand LLP September 1986 - December 1995
Skills
Business Acumen, Program Management, Projects, Business Development, Finance, Process Improvement
Education
Marymount University 1999 — 2004
Masters, Business Administration
Clarion University of Pennsylvania 1982 — 1986
B.S., Accounting
Millward Brown March 2014 - Present
Grant Thornton LLP August 2010 - March 2014
CA April 2000 - April 2010
INDEPENDENT CONSULTANT November 1998 - February 2000
THE REVERE GROUP July 1997 - September 1998
COOPERS & LYBRAND LLP April 1995 - July 1997
NEW RESOURCES CORPORATION February 1993 - March 1995
Skills
SDLC, Requirements Gathering, Requirements Analysis, Functional..., Business Process..., Business Analysis, Visio, SharePoint, Project Management, Enterprise Software, Business Intelligence, Consulting, Process Improvement, SQL, Vendor Management, Business Process
Education
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science, Business and Administration, Computer Informational Processing second concentration
Pfizer December 2012 - Present
Pfizer June 2010 - December 2012
Pfizer July 2008 - May 2010
Pfizer July 2006 - June 2008
Pfizer October 2003 - June 2006
Pfizer October 2000 - September 2003
Pfizer November 1999 - September 2000
Pfizer November 1997 - October 1999
Pfizer May 1996 - November 1997
Coopers & Lybrand LLP October 1994 - May 1996
Skills
Talent Management, Organizational Design, Succession Planning, Organizational..., Performance Management, Workforce Planning, Employee Engagement, Employee Relations, Organizational..., Change Management, Cross-functional Team..., Human Resources, Personnel Management, Leadership Development
Education
Boston College 1990 — 1994
Bachelor of Science (BS), Accounting
ChoicePoint May 2001 - Present
CMD Group May 1999 - March 2001
Ernst & Young, LLP November 1997 - May 1999
Coopers & Lybrand, LLP June 1994 - November 1997
Education
Rice University 1991 — 1995
Masters of Accounting, Economics/Statistics
Shoreline Tax & Accounting Services, LLC December 2004 - Present
PricewaterhouseCoopers December 1999 - November 2004
Arthur Andersen LLP January 1997 - November 1998
Coopers & Lybrand LLP January 1994 - December 1996
KPMG Peat Marwick April 1988 - December 1993
Skills
Tax, Tax Preparation, International Tax, Accounting, Corporate Tax, CPA, Income Tax, Tax Advisory, Tax Returns, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Management
Education
Northwestern University 2001 — 2006
Certificate of Advanced Accounting, Accounting
Kansai University of International Studies 1986 — 1987
Japanese Language and Literature
Miami University 1982 — 1987
B.A., Economics and East Asian Studies Emphasis on Japan
Ningbo UNK Plastics Technology Co., Ltd. April 2011 - Present
Aleris International, Inc. February 2005 - April 2011
EDS 2003 - 2005
i2 Technologies, Inc. 1997 - 2003
Coopers & Lybrand, LLP 1996 - 1997
Skills
Manufacturing, Process Improvement, Six Sigma, Supply Chain Management, Operations Management, SAP, ERP, Purchasing, Product Development, Procurement, Project Management, Process Engineering, Supply Chain, Continuous Improvement, Plastics, Negotiation, Polymers, Operational Excellence, Automotive
Education
University of North Texas 1993 — 1995
Masters, Accounting
Shanghai Jiao Tong University 1983 — 1987
Bachelor, Chemistry
Amcor August 2015 - Present
Owens Corning January 2012 - August 2015
Owens Corning April 2009 - January 2012
GMAC Financial Services March 2007 - April 2009
GMAC 2007 - April 2009
Domino's Pizza International, Inc. 2004 - 2007
Domino's Pizza, Inc. 1996 - 2007
Domino's Pizza 1996 - 2007
Price Waterhouse LLP January 1995 - July 1996
Coopers & Lybrand LLP September 1988 - January 1995
Skills
Project Planning, Forecasting, Mergers & Acquisitions, Budgets, Managerial Finance, Business Planning, Finance, Accounting, Financial Reporting, Financial Analysis, Analysis, Strategic Financial..., Internal Controls, Sarbanes-Oxley Act, Auditing, Management, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
MBA, Corporate & Int'l Finance
Walsh College 1992 — 1996
Masters of Science, Taxation
Michigan State University - The Eli Broad College of Business 1984 — 1988
Infinera June 2010 - Present
SuccessFactors June 2008 - June 2010
Kingston February 2006 - May 2008
Kingston February 2002 - February 2006
Kingston October 1999 - February 2002
Ernst & Young LLP October 1995 - October 1999
Coopers & Lybrand LLP July 1994 - October 1995
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Finance, US GAAP, Start-ups, Consolidation, ERP, CPA, Financial Analysis, Financial Reporting, SEC filings, GAAP, Process Improvement, Cross-functional Team..., Business Strategy, Pricing, Contract Negotiation, Strategic Planning, Corporate Tax, Product Management, Revenue Recognition, Mergers & Acquisitions, Leadership, Forecasting, Strategy, Budgets, Management, Business Development, Competitive Analysis
Education
University of California, Berkeley 1990 — 1994
BS
University of California, Los Angeles - The Anderson School of Management
MBA
Royal Bank of Canada October 2001 - Present
GE Capital 1999 - 2001
CIBC World Markets 1996 - 1999
Coopers & Lybrand LLP 1993 - 1996
Chemical Bank 1982 - 1993
Touche Ross & Co. 1978 - 1982
Education
The George Washington University Law School 1975 — 1978
University of Florida - Warrington College Of Business 1972 — 1975
BSBA, Accounting
Penske Vehicle Services July 2012 - Present
Boyden Executive Search 2006 - 2009
Dickson Allan 1999 - 2006
Paramount Pictures 1994 - 1998
Coopers & Lybrand, LLP 1991 - 1994
Skills
Process Improvement, Financial Analysis, Executive Search, Accounting, Recruiting, Internal Controls, Financial Reporting, Forecasting, Auditing, Budgets, Sarbanes-Oxley Act, Financial Modeling, Analysis, Finance, Management, Strategic Planning
Education
Michigan State University 1987 — 1991
Bachelor of Arts - Accounting, Accounting and Finance
J.P. Morgan Asset Management May 2012 - Present
J.P. Morgan June 2007 - June 2012
J.P. Morgan February 1999 - June 2007
Barclays Capital March 1997 - January 1999
Goldman Sachs September 1993 - January 1997
Coopers & Lybrand LLP June 1988 - August 1993
Skills
Event Planning, Strategic Planning, Marketing, Management, Fundraising, Program Management, Human Resources, Customer Service, Event Management, Budgets, Social Media, Non-profits, Marketing Communications, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, PowerPoint, Market Research, Research, Marketing Strategy, Public Relations
Education
Katherine Gibbs School 1987 — 1988
Certificate of Graduation, Advanced Secretarial Program
St. Francis Preparatory High School 1983 — 1987
Diploma
Aon 2013 - Present
Aon Hewitt 2007 - 2013
Aon Hewitt 2004 - 2007
Baxter International Inc. 2002 - 2004
Panduit 1999 - 2001
Panduit 1996 - 1999
Coopers & Lybrand LLP 1995 - 1996
Coopers & Lybrand LLP 1993 - 1995
Skills
PeopleSoft, Accounting, TM1, Process Improvement, Financial Reporting, Microsoft Excel, Financial Analysis, Forecasting, System Administration, Systems Analysis, Hyperion Enterprise, Cognos, Oracle, General Ledger, Systems Strategy, Financial Modeling, Problem Solving, Data Analysis, Auditing
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.)
SONY PICTURES ENTERTAINMENT February 2001 - Present
DIMENSION DATA/PROXICOM February 2000 - January 2001
SONY PICTURES ENTERTAINMENT September 1997 - January 2001
COOPERS & LYBRAND, LLP August 1994 - August 1997
K-III HOLDINGS (A wholly owned subsidiary of Kravis Kolvert Roberts - KKR) June 1993 - August 1993
CHEMONICS INTERNATIONAL August 1989 - August 1992
ILI 1983 - 1984
Skills
Management, Strategy, Change Management, Strategic Partnerships, Organizational Design, Strategic Planning, Leadership, Financial Analysis, Start-ups, Mergers, Business Transformation, Outsourcing, Process Improvement, Internal Audit, Management Consulting, Program Management, Team Building, SAP, Business Strategy, Restructuring, Financial Modeling, Consulting
Education
University of Virginia Darden School of Business 1992 — 1994
MBA, Business
San Diego State University-California State University 1984 — 1988
BA, Political Science, Minor in Latin American Studies
COLAS July 2005 - Present
Rogers & Hardin LLP 2001 - 2004
Saul Ewing LLP 2000 - 2001
Greenbaum Rowe 1998 - 2000
Coopers & Lybrand LLP 1993 - 1996
Skills
Due Diligence, Contract Management, Contract Negotiation, Litigation, Strategic Planning, Mergers, Construction, Risk Management, Negotiation, Civil Litigation, Employment Law, Project Finance, Policy, Mediation, Corporate Law, Commercial Litigation, Construction Management, Legal Writing, Arbitration, Mergers & Acquisitions, Legal Issues, Construction Law, Budgets, Legal Compliance, Insurance, Alternative Dispute..., Project Planning, Business Strategy, Procurement, Real Estate, Management, Product Liability, Bankruptcy, Courts, Licensing, Legal Research, Real Estate Transactions, Business Planning
Education
Seton Hall University School of Law 1996 — 1999
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1993
Bachelor of Arts (B.A.), History
Hologic, Inc. February 2012 - Present
The Talbots Inc. May 2006 - February 2012
Reebok International July 2005 - May 2006
Bridgemark Consulting January 2004 - July 2005
Seligman Consulting October 2001 - February 2004
Control Solutions International 2003 - 2004
CVS 1996 - 2001
Partners HealthCare 1994 - 1996
Coopers & Lybrand LLP June 1990 - 1994
Skills
IT Audit, CISA, SOX, Risk Assessment, Compliance, Sarbanes-Oxley Act, Security, IT Management, Auditing, Information Technology, Internal Controls, Project Planning, Management, Process Improvement, Business Process, Disaster Recovery, Internal Audit, Business Continuity
Education
Boston University - School of Management 1989 — 1990
MBA, Information Systems
Boston University - School of Management 1988 — 1989
MS-MIS, Management Information Systems, General
Franklin Pierce Law Center 1982 — 1985
Juris Doctor
Concordia University 1979 — 1982
Bachelor of Commerce, Management - Managerial Law
Wagar 1973 — 1977
Microsoft 1995 - Present
Coopers & Lybrand LLP 1985 - 1995
Skills
Tax, International Tax, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Auditing, Corporate Tax, Management, Mergers, Financial Reporting
Education
University of Minnesota - Carlson School of Management
Equifax December 2008 - Present
Equifax November 2005 - November 2008
Equifax November 2004 - November 2005
S1 Corporation 2001 - 2004
NetVendor October 1999 - August 2001
Cambridge Technology Partners March 1996 - September 1999
Coopers & Lybrand, LLP May 1992 - March 1996
Videotex Holding Rt. July 1994 - October 1995
Stewart Stamping Corporation January 1989 - May 1991
Philips Electronic Instruments June 1988 - January 1989
Skills
Analytics, Product Management, Cross-functional Team..., Business Intelligence, Product Marketing, Financial Services, SaaS, Competitive Analysis, Strategic Partnerships, Strategy, Start-ups, Go-to-market Strategy, Segmentation, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Lehigh University 1984 — 1988
BS, Industrial engineering
The Taft School
Radius Track Corporation October 2005 - Present
Harmon Auto Glass 1998 - 2005
Coopers & Lybrand LLP 1980 - 1984
Skills
Strategic Planning, Forecasting, Budgeting, Business Planning, Team Building, Budgets, Sales Management, Sales, Contract Negotiation, Operations Management, Mergers & Acquisitions, Management, P&L Management, Income Statement, New Business Development, Account Management, Start-ups
Education
Saint John's University 1977 — 1980
Thriving Strategies, LLC July 2014 - Present
ProImpress August 2014 - March 2015
GlobaLinks Learning Abroad, LLC July 2008 - July 2014
Karen Dyrenforth Consulting 2007 - 2008
Natural Grocers by Vitamin Cottage 2006 - 2007
YogaAway, LLC 2005 - 2006
ACT Teleconfereing, Inc. 1997 - 2005
Coopers & Lybrand LLP 1994 - 1997
Skills
Accounting, General Ledger, Budgets, Accounts Payable, Accruals, Cash Flow, Invoicing, Financial Accounting, FInancial Reporting, GAAP, Entrepreneurship, Team Building, Training, Small Business, Higher Education, Journal Entries, Teaching, Access, Event Planning, Program Management, Leadership Development, Team Leadership, Microsoft Office, Public Speaking, Fixed Assets, Microsoft Excel, Nonprofits, Strategy, Customer Service, Editing, Coaching, Management, Payroll, Start-ups, Microsoft Word, PowerPoint, Strategic Planning, Financial Statements, Account Reconciliation
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
Bachelor of Science in Business Administration, Accounting, 3.7
BDO USA, LLP July 2013 - Present
BDO USA, LLP 2013 - 2015
BDO USA, LLP 2013 - 2015
Moquist Thorvilson Kaufmann LLC November 1985 - June 2013
TK Advisors, LTD 1985 - 2009
Coopers & Lybrand LLP 1978 - 1985
Skills
Mergers, Tax, Accounting, Estate Planning, Auditing, Corporate Tax, Financial Reporting, Management Consulting, GAAP, Income Tax, Strategic Financial..., CPA, Internal Controls, Tax Preparation, SEC filings, Financial Accounting, Tax Returns, US GAAP, Financial Statements, Forensic Accounting, General Ledger, Personal Tax Planning, Tax Accounting, Partnership Taxation, Personal Income Tax..., Small Business, Mergers & Acquisitions, Financial Analysis, Corporate Tax Planning, Business Valuation, Tax Research, S Corporations, Financial Audits, Sarbanes-Oxley Act, Due Diligence, QuickBooks, Risk Management, Restructuring, Process Improvement, Bookkeeping, SEC Filings, Financial Planning
Education
University of Minnesota-Twin Cities 1975 — 1978
BS-Business, Accounting
St. Louis Park High School 1972 — 1974
FourPoint Partners June 2014 - Present
OptumInsight November 2011 - March 2014
ADC Telecommunications, Inc. August 2009 - May 2011
ADC Telecommunications, Inc. July 2005 - August 2009
Lawson Software November 2004 - June 2005
NRG Energy October 1999 - November 2004
PECO Energy Company May 1995 - June 1999
Coopers & Lybrand LLP March 1991 - May 1995
Federal Energy Regulatory Commission March 1986 - February 1991
Education
Bemidji State University 1981 — 1986
Servatius & O'Brien LLP 2012 - Present
Moss Adams LLP 2004 - 2012
BDO Seidman LLP 1996 - 2004
Coopers & Lybrand LLP January 1987 - 1996
PricewaterhouseCoopers 1987 - 1996
Texas Comptroller of Public Accounts June 1985 - 1987
Skills
Tax, Accounting, Income Tax, Corporate Tax, Financial Reporting, Tax Research, SEC filings, Tax Accounting, Partnership Taxation, GAAP, CPA, Tax Preparation, Tax Returns, S Corporations, US GAAP, Due Diligence
Education
University of Southern California - Marshall School of Business 1987 — 1990
MBT, Taxation
California State University, Fresno 1982 — 1985
BS, Accounting
Le Moyne College 1981 — 1982
Accounting
Bishop Grimes High School 1977 — 1981
San Francisco Bay Area 2013 - Present
Burr, Pilger Mayer Inc 1988 - 2013
Coopers & Lybrand LLP 1985 - 1987
Education
St. Mary's College of California
BS, Business Administration / Accounting
Leadership San Francisco
Graduate
Marsh & McLennan Companies, Inc. January 2011 - May 2014
Marsh January 2009 - December 2010
Marsh January 2005 - December 2008
Marsh July 2000 - December 2004
Marsh January 1996 - June 2000
Coopers & Lybrand LLP January 1993 - December 1995
Skills
Insurance, Financial Analysis, Risk Management, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Auditing, Accounting, Process Improvement, Accounts Payable, Managerial Finance, Strategic Financial..., Internal Audit, Enterprise Risk..., Financial Risk, Finance, Financial Planning
Education
Simpson College
Bachelor's Degree, Accounting
IZEA, Inc. August 2014 - Present
Hitchcock Financial Services January 2011 - Present
NBI Juiceworks October 2009 - November 2010
Workstream March 2009 - October 2009
Galaxy Nutritional Foods, Inc. September 2001 - March 2009
FoodMaster International July 1997 - August 2004
Coopers & Lybrand LLP 1994 - 1995
Pricher & Company 1992 - 1994
Arthur Andersen & Co. 1991 - 1991
Skills
SEC reporting, Financial Reporting, Accounting, US GAAP, Forecasting, Finance, SEC filings, Auditing, General Ledger, Financial Statements, GAAP, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Budgets, SEC Filings, Management, 10Q
Education
Florida State University 1990 — 1991
Masters of Accounting, Accounting Information Systems
Palm Beach Atlantic University 1987 — 1990
Bachelor, Accounting & Business Administration
ITK Solutions Group, LLC August 2011 - Present
ISH, Inc. August 2007 - April 2012
Paradigm Business Solutions, LLC March 1998 - July 2007
Lawson Software May 1994 - February 1998
Coopers & Lybrand, LLP August 1991 - April 1994
Education
Northeastern University 1986 — 1991
BS - Business Administration, Accounting / Management
Federal Home Loan Bank of San Francisco 2010 - 2012
FHLBank of San Francisco May 2002 - December 2008
Bank of America September 1994 - January 2000
Coopers & Lybrand, LLP September 1991 - September 1994
Skills
Accounting, SEC reporting, Financial Reporting, Financial Analysis, GAAP, Budgeting, Consolidation, SOX, Audit, Banking, WebFilings
Education
San Francisco State University 1986 — 1991
B.S.
Warner Robinson LLC June 2009 - Present
City Union Mission May 2009 - Present
Grant Thornton November 2003 - May 2009
RSM McGladrey January 2003 - November 2003
PricewaterhouseCoopers January 1992 - January 2003
Coopers & Lybrand LLP 1992 - 1998
Skills
Federal Research and..., State R&D Tax Credits, Cost Segregation, R&D Credits, Tax, Corporate Tax, Tax Accounting, Auditing, Business Valuation, Income Tax, IRS, Project Planning, Tax Advisory, FIN 48, Business Advisory, Software Documentation, Tax Law, Forensic Accounting, Fixed Assets, Tax Credits, International Tax, Tax Preparation, Process Improvement, Accounting, Partnership Taxation, Property Tax, Financial Analysis, GAAP, Financial Planners, SEC filings, Tax Returns, Consulting, Tax Research, CPA, Management, Sales Tax
Education
Evangel University 1987 — 1992
BBA, Accounting
Taos High School
American Realty Capital September 2010 - Present
Robert W. Baird & Co. January 2008 - September 2010
Morgan Stanley & Co. January 2005 - December 2007
Coopers & Lybrand LLP January 1990 - January 1997
Skills
Investment Banking, Finance, Securities, Asset Management, Due Diligence, Valuation, Financial Modeling, Financial Services, Investment Properties, Investors, Investments, Mergers, Portfolio Management, Private Equity, Property, Capital Markets, Leases, Alternative Investments, Commercial Real Estate
Education
Golden Gate University 1991 — 1994
MSc, Taxation
University of California, Davis 1986 — 1990
BSc, Agricultural and Managerial Economics
TIAA-CREF May 2007 - November 2013
Hambrecht & Quist May 2004 - May 2007
MacKenzie Investment Management, Inc. September 1997 - March 2004
Coopers & Lybrand, LLP October 1993 - May 1996
Skills
Mergers & Acquisitions, Mergers, Auditing, Finance, Strategic Financial..., Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services, Capital Markets, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Planning, Mutual Funds, Investments
Education
Florida Atlantic University
Master's Degree, Taxation
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Fust Charles Chambers LLP January 2005 - Present
KPMG LLP January 1997 - January 2005
Coopers & Lybrand LLP January 1987 - January 1997
Dannible & McKee LLP December 1984 - January 1987
Skills
Corporate Tax, Accounting, Income Tax, CPA, Tax, GAAP, Financial Reporting, Financial Accounting, US GAAP, Tax Research, Tax Accounting, Financial Analysis, Tax Advisory, Tax Preparation
Education
State University of New York College at Oswego 1982 — 1984
BS, Accounting
PwC February 2014 - Present
PwC September 2011 - February 2014
PwC September 1999 - September 2011
Coopers & Lybrand, LLP March 1990 - September 1997
Victoria Financial, Inc October 1986 - March 1990
Skills
Human Resources, Management, Recruiting, Change Management, Strategy, Personnel Management, Employee Relations, Accounting, Performance Management, Leadership, Financial Analysis, Tax, Talent Management
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Personnel and Labor Relations
N/A January 2014 - Present
Berwind Corporation November 2003 - December 2013
PricewaterhouseCoopers July 1979 - June 2001
Coopers & Lybrand LLP 1989 - 1998
Skills
Tax Research, State Tax, US Tax, International Tax, Sarbanes-Oxley Act, Corporate Tax, Auditing
Education
Villanova University 1982 — 1986
Master of Tax, Taxation
University of Pennsylvania - The Wharton School 1977 — 1978
MBA, Financial Accounting
University of Delaware 1967 — 1973
MA, History
Duke University 1963 — 1967
AB, History
Elo Touch Solutions July 2013 - Present
Ubicom December 2007 - August 2012
Vyyo November 2005 - September 2006
eHealthInsurance June 2000 - December 2003
STEAG RTP Systems May 1999 - May 2000
Coherent August 1997 - April 1999
BAMTA, St Francis Yacht Club, Octel Communications, Savi Technologies July 1994 - May 1997
Coopers & Lybrand LLP July 1993 - June 1994
Zitel Corporation October 1989 - June 1993
Education
San Jose State University
BS, Business Administration - Accounting
CT Pullen Capital, LLC July 2009 - Present
Claren Road Asset Management November 2005 - July 2009
Vinya Capital LLC September 2004 - November 2005
Deutsche Bank January 2000 - September 2004
Merchant Energy Group of the Americas September 1998 - December 1999
GE Capital August 1997 - September 1998
AIG Trading Group, Inc. August 1992 - August 1997
Coopers & Lybrand, LLP July 1990 - August 1992
Education
Iona College 1986 — 1990
Bachelor's degree, Accounting and Finance
OvaScience September 2014 - Present
TransMedics, Inc. August 2013 - August 2014
Lantheus Medical Imaging August 2008 - August 2013
Lantheus Medical Imaging July 2010 - December 2010
Critical Therapeutics 2005 - 2008
PerkinElmer 2003 - 2005
PwC 1998 - 2002
Coopers & Lybrand, LLP 1996 - 1998
Education
Georgetown University 1992 — 1996
Belmont Hill School 1985 — 1991
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Citigroup Asset Management May 1995 - April 2004
Coopers & Lybrand, LLP August 1994 - May 1995
The Dreyfus Corporation November 1988 - August 1994
JM Pearlberg and Company, CPAs May 1984 - November 1988
Skills
Mutual Funds, Mergers, Internal Controls
Education
Fairleigh Dickinson University 1981 — 1984
BS, Accounting
Williams October 2013 - Present
Williams Company September 2011 - October 2013
Patterson Consulting Inc February 1998 - December 2009
Burns Data Control, Inc August 1997 - February 1998
Coopers & Lybrand LLP March 1995 - August 1997
Computer Systems Specialists, Inc October 1988 - March 1995
Blue Cross and Blue Shield of Oklahoma May 1978 - October 1988
Skills
Business Analysis, Requirements Analysis, Program Management, Project Management, Project Planning, Management, MS Project, PMP, Testing, Oracle, Integration, Vendor Management, Quality Assurance, Analysis, SDLC, Leadership, SharePoint, Visio, Requirements Gathering, Information Technology, Software Documentation, Business Process..., ITIL, IT Management, IT Strategy, Business Process, Process Improvement, Business Intelligence, Disaster Recovery, Databases, Project Portfolio..., Change Management, Risk Management, SQL, Microsoft Project
Education
University of Oklahoma
Masters Public Administration, Statistical Analysis and evaluation
Excelsior College
Bachelor Science, Business
Consulting Assignments (CPA Firms) Long Island, NY November 2010 - Present
Rynkar, Vail & Barrett LLP December 2007 - October 2010
KGS LLP 2007 - 2007
Esposito, Fuchs Taormina & Co July 2005 - 2007
Interboro Mutual Indemnity Insurance Co 2002 - 2005
Kilgannon, Furey January 1996 - January 2002
Coopers & Lybrand, LLP January 1993 - January 1995
Coopers & Lybrand 1993 - 1995
Dime Savings Bank January 1988 - January 1993
KPMG Peat Marwick January 1985 - January 1988
Skills
Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Internal Audit, US GAAP, IFRS, Financial Accounting, GAAP, Tax, Budgeting, Financial Analysis, Cash Flow, Financial Statements, Budgets, Account Reconciliation, CPA
Education
Dowling College 1979 — 1983
Bachelor of Business Administration (BBA)
KPMG LLP November 2003 - Present
KPMG LLP August 1999 - November 2003
Chuo Coopers & Lybrand LLP April 1998 - April 1999
Coopers & Lybrand LLP September 1995 - April 1998
Skills
Big 4, Income Tax, International Tax, Accounting, Tax, Tax Advisory, Tax Accounting, Tax Research, Corporate Tax, Management, CPA, Expatriate Tax, US Tax, Tax Preparation, Employee Training
Education
Arizona State University 1993 — 1994
MTAX, U.S. Taxation
University of Hawaii at Manoa 1988 — 1992
BBA, Accounting, 3.7
Alvin Community College August 2015 - Present
Alvin Community College January 2013 - July 2015
Alvin Community College December 2006 - December 2012
Alvin Community College September 2003 - November 2006
College of the Mainland May 1989 - September 2003
St. Mary's Hospital - Galveston June 1986 - May 1989
Coopers & Lybrand LLP August 1985 - February 1986
Skills
Microsoft Excel, Research, Higher Education, Microsoft Office, PowerPoint, Budgets, Microsoft Word, Coaching, Access, Nonprofits, Strategic Planning, Healthcare, Outlook
Education
University of Houston-Clear Lake 2003 — 2006
Master of Business Administration (MBA), Business Administration
Lamar University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
College of the Mainland 1981 — 1982
Ytterberg Deery Knull LLP 2011 - Present
Vinson and Elkins 2006 - 2011
DuBois Bryant & Campbell LLP 2004 - 2006
Vinson & Elkins LLP 2001 - 2004
Baker Botts 1999 - 2001
Coopers & Lybrand LLP 1993 - 1996
Skills
Estate Planning, tax-exempt organizations
Education
University of Houston Law Center 1996 — 1999
Doctor of Law (J.D.)
The University of Texas at Austin 1988 — 1993
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 1988 — 1993
Master of Professional Accounting (M.P.A.), Accounting
Liberty Tax Service January 2011 - April 2011
Robinson Accounting Service August 2007 - January 2008
American Tree Service August 2001 - August 2007
Willard Dean, CPA February 1998 - January 2001
E-Z Serve Convenience August 1997 - February 1998
Coopers & Lybrand LLP January 1993 - June 1997
Education
Tom P Haney Technical Center 2011 — 2012
Tom P Haney Technical Center
M.C. Dean, Inc. June 2012 - Present
Marriott International January 2009 - May 2012
Marriott International June 2007 - January 2009
Marriott International January 2006 - June 2007
Marriott International August 2002 - January 2006
Marriott International February 1999 - August 2002
Online Resources & Communications Corporation April 1997 - February 1999
Coopers & Lybrand, LLP April 1996 - April 1997
The Federal National Mortgage Association May 1992 - April 1996
Citibank FSB May 1990 - May 1992
Skills
Team Leadership, Product Launch, Project Implementation, Operations, Marketing Strategy, Organizational..., Cross-functional Team..., Program Management, Management, Strategy, Marketing, Training, Business Process..., Product Development, Strategic Planning, CRM, Project Management, Brand Management, Executive Management, Business Process
Education
The George Washington University 1986 — 1990
Bachelor of Arts, International Affairs
Exelixis August 2013 - Present
Resources Global Professionals and Randstad Finance and Accounting June 2010 - August 2013
NetSuite March 2008 - March 2010
Greater Bay Bank July 1997 - March 2008
Tracy Federal Bank March 1995 - June 1997
Coopers & Lybrand LLP July 1989 - March 1995
Skills
SEC reporting, Technical Accounting, FAS123R, SOX, GAAP, 10K, 10Q, Financial Reporting, Accounting Research
Education
UCSB 1983 — 1989
BA, Business Economics
Roswell Park Cancer Institute July 2015 - Present
Roberts Wesleyan College 2014 - Present
Roswell Park Cancer Institute January 2014 - July 2015
Roswell Park Cancer Institute November 2011 - January 2014
Roswell Park Cancer Institute 2006 - 2011
Mount Auburn Hospital 2003 - 2005
Staples 2001 - 2004
CSC 1998 - 2001
Partners HealthCare 1997 - 1998
Coopers & Lybrand LLP 1994 - 1997
Skills
Nursing, Acute Care, Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Inpatient, Patient Safety, HIPAA, Clinical Research, HCAHPS, BMT, Hematology, Leadership Development..., Medical/Surgical, Patient Education, Management, ACLS, BLS
Education
Roberts Wesleyan College 2011 — 2013
Master of Science (M.S.)
Simmons College 2002 — 2004
Bachelor of Science
Mount Holyoke College 1990 — 1994
Bachelor Of Arts
School for International Training 1991 — 1992
Tibetan Studies/Thai Studies
Vanguard October 2008 - Present
Deloitte & Touche, LLP May 1995 - November 1996
Coopers & Lybrand, LLP December 1990 - April 1995
Laventhol & Horwath, LLP January 1988 - November 1990
Financial Research, Inc January 1985 - December 1987
Skills
Financial Analysis, Financial Reporting, Compliance, Department Budgeting, Management, Six Sigma, Strategy, Investments, Leadership, Analysis, Vendor Management, Operations Management
Education
LaSalle University
Master of Business Administration (MBA), Finance and Managerial Accounting
Penn State University
Bachelor of Science (BS), Education
Bradley J. Woest, CPA 1999 - Present
McGladrey & Pullen, LLP 1995 - 1999
Coopers & Lybrand, LLP 1991 - 1995
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Corporate Tax, Tax Returns, Auditing, CPA, S Corporations, Partnership Taxation, Internal Controls, QuickBooks, GAAP, Financial Accounting, Tax Accounting
Education
Northern Illinois University 1989 — 1991
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science (B.S.), Agricultural Economics
US Bank September 2010 - Present
University of Phoenix June 2010 - January 2011
JPMorgan Chase July 1998 - March 2009
California State University, Sacramento September 2008 - January 2009
Coopers & Lybrand, LLP January 1996 - June 1998
Skills
Financial Accounting, Tax Accounting, Financial Analysis, Commercial Real Estate, Underwriting, Management, Teaching, Trading Strategies
Education
CSU Sacramento 1994 — 1996
Master of Science (MS), Accounting and Tax
UCLA 1987 — 1991
BS, Political Science and IR
Davis Selected Advisors 2002 - 2014
Ulysses Partners 2000 - 2002
J.P. Morgan Securities 1997 - 2000
Coopers & Lybrand LLP 1995 - 1997
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Investments, Hedge Funds, Portfolio Management, Series 7, Strategic Financial..., Trading, Wealth Management, Securities
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Avizor Capital Management May 2014 - Present
Giovine Capital Group April 2006 - April 2014
Belay Capital Management September 2004 - April 2006
Arthur Nicholas Family Office June 2003 - September 2004
Ernst & Young LLP October 1995 - June 2003
Coopers & Lybrand LLP August 1990 - October 1995
Skills
Private Equity, Financial Analysis, Investments, Equities, Asset Management, Financial Modeling, Finance, Tax, Financial Reporting, Due Diligence, Hedge Funds, Alternative Investments, Mutual Funds, Fixed Income
Education
Arizona State University 1973 — 1975
Bachelor of Science (BS), Accounting
Oracle January 2006 - Present
Siebel Systems 2005 - 2006
edocs 2003 - 2005
Entegrity Solutions 2000 - 2003
Gradient Technologies, Inc 1997 - 2000
Coopers & Lybrand LLP 1991 - 1997
Education
Providence College 1987 — 1991
Bachelor of Science (BS), Business Administration with a concentration in Accounting
TIBCO Software Inc. August 2014 - Present
TIBCO Software Inc. May 2014 - July 2014
Intuit February 2006 - March 2014
Synopsys April 2003 - February 2006
Fujitsu IT Holdings, Inc. February 2001 - April 2003
Watkins-Johnson June 1998 - January 2001
Coopers & Lybrand LLP January 1993 - May 1998
Education
San Jose State University 1991 — 1992
Master of Science (MS), Accounting, 3.9
University of Southern California 1978 — 1982
Bachelor's degree, Electrical Engineering, 3.5