Coopers & Lybrand LLP
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Coopers & Lybrand LLP Employees
Employee
Years
Job
Industry
Peter Lorish, CPA Peter Lorish, CPA's Coopers & Lybrand LLP Experience January 1994 - November 1996
Job Director Financial Analysis & Reporting at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust May 2014 - Present
Schottenstein Property Group September 2012 - May 2014
Cousins Properties Incorporated July 2000 - September 2012
Equitable Real Estate / Lend Lease Real Estate Investments November 1996 - July 2000
Coopers & Lybrand L.L.P. January 1994 - November 1996
Skills
Financial Modeling, Valuation, Finance, Forecasting, Financial Reporting, Portfolio Management, Budgets, Cash Flow, Strategy, Analysis, Strategic Planning, Credit, Corporate Finance, Sensitivity Analysis, Business Strategy, Real Estate
Education
Georgia Institute of Technology 1992 — 1994
Master of Science in Management (MBA), Accounting / Finance
Georgia Institute of Technology 1985 — 1989
Bachelor of Industrial Enginnering
Columbia Property Trust May 2014 - Present
Schottenstein Property Group September 2012 - May 2014
Cousins Properties Incorporated July 2000 - September 2012
Equitable Real Estate / Lend Lease Real Estate Investments November 1996 - July 2000
Coopers & Lybrand L.L.P. January 1994 - November 1996
Skills
Financial Modeling, Valuation, Finance, Forecasting, Financial Reporting, Portfolio Management, Budgets, Cash Flow, Strategy, Analysis, Strategic Planning, Credit, Corporate Finance, Sensitivity Analysis, Business Strategy, Real Estate
Education
Georgia Institute of Technology 1992 — 1994
Master of Science in Management (MBA), Accounting / Finance
Georgia Institute of Technology 1985 — 1989
Bachelor of Industrial Enginnering
Molly Sampson, CMP, HMCC Molly Sampson, CMP, HMCC's Coopers & Lybrand LLP Experience October 1990 - May 1994
Job Executive Vice President at Down to the Details
Industry Hospitality
Experience
Down to the Details January 2015 - Present
HelmsBriscoe August 2010 - October 2014
Oakland Marriott City Center December 1997 - April 2001
Coopers & Lybrand, LLP October 1990 - May 1994
Colonel Paddlewheel Boat - Moody Foundation March 1989 - August 1990
Laventhol & Horwath January 1985 - September 1988
Skills
Event Management, Hospitality, Meeting Planning, Food & Beverage, Human Resources, Hotels, Event Planning, Account Management, Customer Satisfaction, Budgets, Hospitality Industry, Hotel Management, Resorts, Tourism, Hospitality Management, Management, Revenue Analysis
Education
University of Nevada-Las Vegas 1995 — 1996
Bachelor's Degree, Hotel Administration
Down to the Details January 2015 - Present
HelmsBriscoe August 2010 - October 2014
Oakland Marriott City Center December 1997 - April 2001
Coopers & Lybrand, LLP October 1990 - May 1994
Colonel Paddlewheel Boat - Moody Foundation March 1989 - August 1990
Laventhol & Horwath January 1985 - September 1988
Skills
Event Management, Hospitality, Meeting Planning, Food & Beverage, Human Resources, Hotels, Event Planning, Account Management, Customer Satisfaction, Budgets, Hospitality Industry, Hotel Management, Resorts, Tourism, Hospitality Management, Management, Revenue Analysis
Education
University of Nevada-Las Vegas 1995 — 1996
Bachelor's Degree, Hotel Administration
Lisa Leutjen Lisa Leutjen's Coopers & Lybrand LLP Experience 1988 - 1992
Job Accounting Professional
Industry Accounting
Experience
Lisa Leutjen, CPA 2005 - Present
Calhoun & Co 1998 - 2002
BDO LLP 1994 - 1997
Coopers & Lybrand, LLP 1988 - 1992
Skills
Financial Audits, Financial Reporting, GAAP, Financial Accounting, Account Reconciliation, Accounting, External Audit, US GAAP, Auditing, Tax Preparation, Journal Entries, Tax, Internal Controls, General Ledger, IFRS, Budgets, Financial Analysis, Fixed Assets, Accounts Payable
Education
University of Missouri-Kansas City
Bachelor of Science (BS), Accounting
Lisa Leutjen, CPA 2005 - Present
Calhoun & Co 1998 - 2002
BDO LLP 1994 - 1997
Coopers & Lybrand, LLP 1988 - 1992
Skills
Financial Audits, Financial Reporting, GAAP, Financial Accounting, Account Reconciliation, Accounting, External Audit, US GAAP, Auditing, Tax Preparation, Journal Entries, Tax, Internal Controls, General Ledger, IFRS, Budgets, Financial Analysis, Fixed Assets, Accounts Payable
Education
University of Missouri-Kansas City
Bachelor of Science (BS), Accounting
Brad Murphy Brad Murphy's Coopers & Lybrand LLP Experience December 1996 - July 1998
Job Senior Consultant at EY
Industry Information Technology and Services
Experience
EY January 2015 - Present
Janus Consulting Partners, LLC October 2013 - November 2014
IBM October 2002 - October 2013
IBM February 2011 - July 2011
IBM October 2002 - January 2004
PwC July 1998 - October 2002
Dell January 2000 - September 2000
Coopers & Lybrand, LLP December 1996 - July 1998
Computer People, Inc. May 1996 - December 1996
ENTEX Information Services, Inc. February 1995 - May 1996
Skills
Troubleshooting, Computer Hardware, Citrix, Servers, VPN, Operating Systems, Printers, Disaster Recovery, Active Directory, IT Strategy, IT Service Management, Security, Virtualization, Data Center, Network Architecture, Windows Server, IT Management, IT Operations, Integration, Wyse, Solution Architecture, Infrastructure, Network Administration, TCP/IP, Cloud Computing, Network Security, IT Outsourcing, System Administration, Service Delivery, Technical Support, Windows 7, Networking, Software Documentation, Information Technology, Requirements Analysis, LAN-WAN, Outsourcing, Storage, SDLC, Network Design, ITIL, Program Management, Hardware, Testing, ERP, Firewalls
Education
US Navy Advanced Electronics School 1990 — 1991
Electronics Technician, Electronics
University of Oklahoma 1989 — 1990
Sperry High School 1988 — 1989
EY January 2015 - Present
Janus Consulting Partners, LLC October 2013 - November 2014
IBM October 2002 - October 2013
IBM February 2011 - July 2011
IBM October 2002 - January 2004
PwC July 1998 - October 2002
Dell January 2000 - September 2000
Coopers & Lybrand, LLP December 1996 - July 1998
Computer People, Inc. May 1996 - December 1996
ENTEX Information Services, Inc. February 1995 - May 1996
Skills
Troubleshooting, Computer Hardware, Citrix, Servers, VPN, Operating Systems, Printers, Disaster Recovery, Active Directory, IT Strategy, IT Service Management, Security, Virtualization, Data Center, Network Architecture, Windows Server, IT Management, IT Operations, Integration, Wyse, Solution Architecture, Infrastructure, Network Administration, TCP/IP, Cloud Computing, Network Security, IT Outsourcing, System Administration, Service Delivery, Technical Support, Windows 7, Networking, Software Documentation, Information Technology, Requirements Analysis, LAN-WAN, Outsourcing, Storage, SDLC, Network Design, ITIL, Program Management, Hardware, Testing, ERP, Firewalls
Education
US Navy Advanced Electronics School 1990 — 1991
Electronics Technician, Electronics
University of Oklahoma 1989 — 1990
Sperry High School 1988 — 1989
Bruce Koch Bruce Koch's Coopers & Lybrand LLP Experience 1983 - 1990
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Black Elk Energy Offshore Operations, LLC. April 2013 - January 2014
Paradigm LTD 2011 - 2011
Cal Dive International November 2009 - August 2010
Nabors Industries March 1990 - March 2009
Coopers & Lybrand L.L.P. 1983 - 1990
KPMG US 1982 - 1983
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, Financial Reporting, Accounting, Financial Analysis, Consolidation, Cost Accounting, Mergers & Acquisitions, Variance Analysis, Financial Modeling, Financial Accounting, Internal Audit, Due Diligence, Account Reconciliation, Corporate Finance, Cash Flow, Petroleum, Fixed Assets, Forecasting, Mergers, Energy, US GAAP, Managerial Finance, Planning Budgeting &..., Cost Reduction..., Process Improvement, Accounting Systems &..., Cash Management, Treasury Management, Financings, Corporate Tax Planning, Presentations to Board..., Oracle Applications, Finance
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science, Accounting
Black Elk Energy Offshore Operations, LLC. April 2013 - January 2014
Paradigm LTD 2011 - 2011
Cal Dive International November 2009 - August 2010
Nabors Industries March 1990 - March 2009
Coopers & Lybrand L.L.P. 1983 - 1990
KPMG US 1982 - 1983
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, Financial Reporting, Accounting, Financial Analysis, Consolidation, Cost Accounting, Mergers & Acquisitions, Variance Analysis, Financial Modeling, Financial Accounting, Internal Audit, Due Diligence, Account Reconciliation, Corporate Finance, Cash Flow, Petroleum, Fixed Assets, Forecasting, Mergers, Energy, US GAAP, Managerial Finance, Planning Budgeting &..., Cost Reduction..., Process Improvement, Accounting Systems &..., Cash Management, Treasury Management, Financings, Corporate Tax Planning, Presentations to Board..., Oracle Applications, Finance
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science, Accounting
Katherine (Kay) Eller Katherine (Kay) Eller's Coopers & Lybrand LLP Experience 1994 - 1995
Job Independent Consultant
Industry Financial Services
Experience
Aflac September 2014 - Present
ING U.S. 2007 - June 2014
ING U.S. 2001 - 2007
ING U.S. 1999 - 2001
ING U.S. 1997 - 1999
GE Capital 1995 - 1997
Coopers & Lybrand, L.L.P. 1994 - 1995
Clark/Bardes, Inc. 1993 - 1994
Skills
Exceptional..., Strategic Thinking, Team Leadership, Powerful Negotiator, Proficient Public..., Customer Centric, Business Development, SEM, Digital Strategy, Negotiation, Account Management, Customer Satisfaction, Life Insurance, Public Speaking, Marketing, Management, Lead Generation, Relationship Management, SEO, Underwriting, Strategy, Financial Services, Retirement Planning, Salesforce.com, Marketing Strategy, CRM, Sales, Direct Marketing, Leadership, Sales Management, Sales Operations, Analysis, Insurance, Analytics, Project Management, Business Strategy, Disability Insurance, Customer Retention, Investments, Process Improvement, Executive Management, Business Analysis, Strategic Planning, Strategic Financial..., 401k
Education
Right Management
The American College
Chartered Life Underwriter, CLU
University of Central Florida
Bachelor of Science, Business Administration, Finance
University of Tampa
Aflac September 2014 - Present
ING U.S. 2007 - June 2014
ING U.S. 2001 - 2007
ING U.S. 1999 - 2001
ING U.S. 1997 - 1999
GE Capital 1995 - 1997
Coopers & Lybrand, L.L.P. 1994 - 1995
Clark/Bardes, Inc. 1993 - 1994
Skills
Exceptional..., Strategic Thinking, Team Leadership, Powerful Negotiator, Proficient Public..., Customer Centric, Business Development, SEM, Digital Strategy, Negotiation, Account Management, Customer Satisfaction, Life Insurance, Public Speaking, Marketing, Management, Lead Generation, Relationship Management, SEO, Underwriting, Strategy, Financial Services, Retirement Planning, Salesforce.com, Marketing Strategy, CRM, Sales, Direct Marketing, Leadership, Sales Management, Sales Operations, Analysis, Insurance, Analytics, Project Management, Business Strategy, Disability Insurance, Customer Retention, Investments, Process Improvement, Executive Management, Business Analysis, Strategic Planning, Strategic Financial..., 401k
Education
Right Management
The American College
Chartered Life Underwriter, CLU
University of Central Florida
Bachelor of Science, Business Administration, Finance
University of Tampa
Barry Smith Barry Smith's Coopers & Lybrand LLP Experience January 1993 - March 1995
Job IT Strategy | IT Project Management | IT Staffing
Industry Information Technology and Services
Experience
CIO Resources April 2014 - Present
StartFinder September 2010 - Present
Georgetown University January 2012 - May 2012
Merkle Inc. June 2004 - September 2010
City of Gaithersburg December 1997 - June 2004
NetDynamics March 1997 - December 1997
Marriott International March 1995 - March 1997
Coopers & Lybrand L.L.P. January 1993 - March 1995
GE 1992 - 1992
Skills
Software Project..., ITIL, PMP, Strategic Planning, Consulting, Infrastructure, IT Strategy, Project Management, SDLC, Enterprise Architecture, Information Technology, Program Management, IT Management, Vendor Management, IT Operations, Security, Requirements Analysis, Business Analysis, Leadership, Data Center, Management, Change Management, Team Leadership, Executive Coaching, Job Coaching, Recruiting, Department Budgeting, Executive Search, Databases, Business Intelligence, E-commerce, Strategy, Disaster Recovery, Integration, IT Service Management, Data Warehousing, Entrepreneurship
Education
The George Washington University - School of Business 1995 — 1997
MBA, Entrepreneurship and Product Management
Purdue University 1988 — 1992
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
John F. Kennedy High School 1985 — 1988
CIO Resources April 2014 - Present
StartFinder September 2010 - Present
Georgetown University January 2012 - May 2012
Merkle Inc. June 2004 - September 2010
City of Gaithersburg December 1997 - June 2004
NetDynamics March 1997 - December 1997
Marriott International March 1995 - March 1997
Coopers & Lybrand L.L.P. January 1993 - March 1995
GE 1992 - 1992
Skills
Software Project..., ITIL, PMP, Strategic Planning, Consulting, Infrastructure, IT Strategy, Project Management, SDLC, Enterprise Architecture, Information Technology, Program Management, IT Management, Vendor Management, IT Operations, Security, Requirements Analysis, Business Analysis, Leadership, Data Center, Management, Change Management, Team Leadership, Executive Coaching, Job Coaching, Recruiting, Department Budgeting, Executive Search, Databases, Business Intelligence, E-commerce, Strategy, Disaster Recovery, Integration, IT Service Management, Data Warehousing, Entrepreneurship
Education
The George Washington University - School of Business 1995 — 1997
MBA, Entrepreneurship and Product Management
Purdue University 1988 — 1992
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
John F. Kennedy High School 1985 — 1988
Doran Hole's Coopers & Lybrand LLP Experience January 1992 - December 1995
Job Director at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank April 2007 - Present
ING Capital, LLC October 2002 - March 2007
Macquarie Corporate Finance (USA) Inc. December 1998 - October 2002
NationsBanc Montgomery Securities LLC September 1997 - December 1998
NatWest Debt Markets Inc. June 1997 - September 1997
Bear, Stearns & Co. Inc. January 1996 - June 1997
Coopers & Lybrand, L.L.P. January 1992 - December 1995
Skills
Structured Products, Credit Derivatives, Structured Finance, Principal Investing, Financial Structuring, Derivatives, Capital Markets, Interest Rate..., Fixed Income, Securitization, Private Equity, Hedge Funds, Bonds, Corporate Finance, Financial Accounting, Financial Modeling, Renewable Energy Credits, International Tax, Investments, Project Finance, Portfolio Management
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Deutsche Bank April 2007 - Present
ING Capital, LLC October 2002 - March 2007
Macquarie Corporate Finance (USA) Inc. December 1998 - October 2002
NationsBanc Montgomery Securities LLC September 1997 - December 1998
NatWest Debt Markets Inc. June 1997 - September 1997
Bear, Stearns & Co. Inc. January 1996 - June 1997
Coopers & Lybrand, L.L.P. January 1992 - December 1995
Skills
Structured Products, Credit Derivatives, Structured Finance, Principal Investing, Financial Structuring, Derivatives, Capital Markets, Interest Rate..., Fixed Income, Securitization, Private Equity, Hedge Funds, Bonds, Corporate Finance, Financial Accounting, Financial Modeling, Renewable Energy Credits, International Tax, Investments, Project Finance, Portfolio Management
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Danny Duffy's Coopers & Lybrand LLP Experience 1994 - 1996
Job Account Manager
Industry Financial Services
Experience
Altec Industries February 2006 - July 2010
PrimeLending 2003 - 2005
Jenkens & Gilchrist 1998 - 2003
Lawfinders 1996 - 1998
Coopers & Lybrand L.L.P. 1994 - 1996
Enterprise Rent-A-Car 1993 - 1994
Skills
SEO, Business Intelligence, Google Analytics, Google Webmaster Tools, PHP, New Business Development, law firm technology, Project Engineering, iManage, Windows Server, Document Management, Lotus Notes, Technology
Education
Austin College 1989 — 1993
BA
Altec Industries February 2006 - July 2010
PrimeLending 2003 - 2005
Jenkens & Gilchrist 1998 - 2003
Lawfinders 1996 - 1998
Coopers & Lybrand L.L.P. 1994 - 1996
Enterprise Rent-A-Car 1993 - 1994
Skills
SEO, Business Intelligence, Google Analytics, Google Webmaster Tools, PHP, New Business Development, law firm technology, Project Engineering, iManage, Windows Server, Document Management, Lotus Notes, Technology
Education
Austin College 1989 — 1993
BA
Megan Rutstein, CPA Megan Rutstein, CPA's Coopers & Lybrand LLP Experience June 1994 - June 1997
Job Controller/Vice President of Finance at MassDevelopment
Industry Government Administration
Experience
MassDevelopment February 2006 - Present
General Investment & Development June 2001 - February 2006
Coopers & Lybrand, LLP June 1994 - June 1997
Skills
Accounting, GAAP, Internal Controls, Budgets, Auditing, Affordable Housing, Variance Analysis, Real Estate, Accounts Receivable, CPA, Financial Reporting, Financial Analysis, Managerial Finance, Account Reconciliation, Due Diligence, Mergers, Cash Flow Forecasting
Education
University of Massachusetts Lowell 1990 — 1994
MassDevelopment February 2006 - Present
General Investment & Development June 2001 - February 2006
Coopers & Lybrand, LLP June 1994 - June 1997
Skills
Accounting, GAAP, Internal Controls, Budgets, Auditing, Affordable Housing, Variance Analysis, Real Estate, Accounts Receivable, CPA, Financial Reporting, Financial Analysis, Managerial Finance, Account Reconciliation, Due Diligence, Mergers, Cash Flow Forecasting
Education
University of Massachusetts Lowell 1990 — 1994
Per Harald Jorgensen Per Harald Jorgensen's Coopers & Lybrand LLP Experience 1991 - 1994
Job Managing Director
Industry Management Consulting
Experience
Strategic Tax Economics Consulting, LLC 2007 - Present
BDO Seidman, LLP 2002 - 2007
Grant Thornton LLP 1998 - 2002
KPMG 1996 - 1998
A.T. Kearney 1994 - 1996
Coopers & Lybrand, LLP 1991 - 1994
KPMG 1988 - 1991
Skills
Transfer Pricing, International Tax, Business Valuation, Due Diligence, Tax, Restructuring, Corporate Tax, Mergers & Acquisitions, Valuation, Tax Advisory, Financial Modeling, Corporate Finance, Tax Law, Strategy, Tax Accounting, Economics, Financial Analysis, Income Tax, Private Equity
Education
University of Michigan 1986 — 1987
Master in Applied Economics, International Economics and Finance
University of Michigan Business School 1983 — 1986
Bachelor in Business Administration, Finance
Strategic Tax Economics Consulting, LLC 2007 - Present
BDO Seidman, LLP 2002 - 2007
Grant Thornton LLP 1998 - 2002
KPMG 1996 - 1998
A.T. Kearney 1994 - 1996
Coopers & Lybrand, LLP 1991 - 1994
KPMG 1988 - 1991
Skills
Transfer Pricing, International Tax, Business Valuation, Due Diligence, Tax, Restructuring, Corporate Tax, Mergers & Acquisitions, Valuation, Tax Advisory, Financial Modeling, Corporate Finance, Tax Law, Strategy, Tax Accounting, Economics, Financial Analysis, Income Tax, Private Equity
Education
University of Michigan 1986 — 1987
Master in Applied Economics, International Economics and Finance
University of Michigan Business School 1983 — 1986
Bachelor in Business Administration, Finance
Christine(Sijin) Mai Christine(Sijin) Mai's Coopers & Lybrand LLP Experience 1995 - 1997
Job PeopleSoft Oracle Specialist
Industry Information Technology and Services
Experience
Metlife May 2000 - December 2008
PeopleSoft 1999 - 2000
Ernst & Young 1997 - 1999
Coopers & Lybrand L.L.P. 1995 - 1997
Skills
Project Management
Education
City University of New York-Hunter College 1993 — 1994
MA, Computer Science
Stony Brook University 1987 — 1991
BE, Electrical Engineering
Metlife May 2000 - December 2008
PeopleSoft 1999 - 2000
Ernst & Young 1997 - 1999
Coopers & Lybrand L.L.P. 1995 - 1997
Skills
Project Management
Education
City University of New York-Hunter College 1993 — 1994
MA, Computer Science
Stony Brook University 1987 — 1991
BE, Electrical Engineering
Stephen Conlin Stephen Conlin's Coopers & Lybrand LLP Experience June 1993 - February 1996
Job Managing Director of Operations at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon Corp July 2010 - Present
PNC Financial Services Group January 1999 - June 2010
Fidelity Investments February 1996 - December 1998
Coopers & Lybrand L.L.P. June 1993 - February 1996
Fleet Bank of Massachusetts (Bank of New England) July 1989 - July 1991
Shearson Lehman Hutton Inc. July 1987 - June 1989
Skills
Leadership, Operations Management, Finance, Process Improvement, Risk Management, Change Management, Team Building, Business Analysis, Financial Analysis, Budgeting & Forecasting, Accounting & Auditing, Project Management, Financial Services, Mutual Funds, Commercial Banking, Investment Banking, Executive Management, CPA, MBA, Corporate Finance, Valuation
Education
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration, General Management / Finance
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics / Computer Science Double Major
Bank of New York Mellon Corp July 2010 - Present
PNC Financial Services Group January 1999 - June 2010
Fidelity Investments February 1996 - December 1998
Coopers & Lybrand L.L.P. June 1993 - February 1996
Fleet Bank of Massachusetts (Bank of New England) July 1989 - July 1991
Shearson Lehman Hutton Inc. July 1987 - June 1989
Skills
Leadership, Operations Management, Finance, Process Improvement, Risk Management, Change Management, Team Building, Business Analysis, Financial Analysis, Budgeting & Forecasting, Accounting & Auditing, Project Management, Financial Services, Mutual Funds, Commercial Banking, Investment Banking, Executive Management, CPA, MBA, Corporate Finance, Valuation
Education
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration, General Management / Finance
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics / Computer Science Double Major
Lisa Harwell Lisa Harwell's Coopers & Lybrand LLP Experience January 1996 - January 1997
Job Experienced telecommunications tier three operations and support specialist.
Industry Information Technology and Services
Experience
Systems Integration and Development, Inc (SID) May 2001 - Present
Systems Integration and Development, Inc May 2001 - Present
Winstar Communications January 2000 - January 2001
CBMI, Inc January 1995 - January 2000
Coopers & Lybrand, LLP January 1996 - January 1997
Skills
Program Management, Telecommunications, SharePoint, Software Installation, Software Documentation, Visio, Customer Service, Microsoft Excel, Call Centers, Training, Analysis, Management, Avaya Communication..., Avaya IP Telephony, Avaya, Microsoft Word, ISDN, Strategic Planning, Interactive..., Avaya Site..., Intuity, IP Phones, Research, Early Childhood..., Leadership Development, Community Outreach
Education
Walden University 2013 — 2015
Master’s Degree, Early Childhood Studies - Admin, Mgmt and Leadership
University of Maryland University College 2006 — 2012
Bachelor's Degree, Communication Studies
University of the District of Columbia 1990 — 1992
Mass Communication/Media Studies
Systems Integration and Development, Inc (SID) May 2001 - Present
Systems Integration and Development, Inc May 2001 - Present
Winstar Communications January 2000 - January 2001
CBMI, Inc January 1995 - January 2000
Coopers & Lybrand, LLP January 1996 - January 1997
Skills
Program Management, Telecommunications, SharePoint, Software Installation, Software Documentation, Visio, Customer Service, Microsoft Excel, Call Centers, Training, Analysis, Management, Avaya Communication..., Avaya IP Telephony, Avaya, Microsoft Word, ISDN, Strategic Planning, Interactive..., Avaya Site..., Intuity, IP Phones, Research, Early Childhood..., Leadership Development, Community Outreach
Education
Walden University 2013 — 2015
Master’s Degree, Early Childhood Studies - Admin, Mgmt and Leadership
University of Maryland University College 2006 — 2012
Bachelor's Degree, Communication Studies
University of the District of Columbia 1990 — 1992
Mass Communication/Media Studies
Michael Treiber, CPA Michael Treiber, CPA's Coopers & Lybrand LLP Experience 1990 - 1992
Job Corporate Controller at Mintec, Inc.
Industry Computer Software
Experience
Mintec 2010 - May 2013
The University of Arizona 2002 - 2010
Nortel Networks 1996 - 2002
Chrysler Technologies Corporation 1992 - 1996
Coopers & Lybrand, LLP 1990 - 1992
Skills
Leadership, Public Speaking, Public Relations, Communication, Interpersonal Skill, Integrity, Mentoring, Fiscal Policy, Financial Reporting, Financial Analysis, US GAAP, Transfer Pricing, Payroll, Accounts Payable, Accounts Receivable, Accruals, Internal Audit, PeopleSoft, Risk Management, Budgets, Management, Auditing, Microsoft Office, Microsoft Excel, Analysis
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration, Accounting
Mintec 2010 - May 2013
The University of Arizona 2002 - 2010
Nortel Networks 1996 - 2002
Chrysler Technologies Corporation 1992 - 1996
Coopers & Lybrand, LLP 1990 - 1992
Skills
Leadership, Public Speaking, Public Relations, Communication, Interpersonal Skill, Integrity, Mentoring, Fiscal Policy, Financial Reporting, Financial Analysis, US GAAP, Transfer Pricing, Payroll, Accounts Payable, Accounts Receivable, Accruals, Internal Audit, PeopleSoft, Risk Management, Budgets, Management, Auditing, Microsoft Office, Microsoft Excel, Analysis
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration, Accounting
Steve Lehmann, CPA Steve Lehmann, CPA's Coopers & Lybrand LLP Experience September 1993 - January 1996
Job Sr. Financial Analyst at Bank of America
Industry Accounting
Experience
Bank of America June 2010 - September 2014
Duke Energy 2007 - 2008
Bank of America 2004 - 2007
Piedmont Medical Center, AAC Real Estate Services 2002 - 2004
Crown Castle International March 2001 - November 2002
Meck'burg Medical Group, Mfrs' Svcs Ltd, Duke Energy N. America, Sea-Land, Brambles Equip Svcs Inc. 1998 - 2001
RehabWorks, Inc. January 1996 - July 1998
Coopers & Lybrand, L.L.P. September 1993 - January 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Master of Accounting, Accounting
University of North Carolina at Chapel Hill
BS, Business Administration
Bank of America June 2010 - September 2014
Duke Energy 2007 - 2008
Bank of America 2004 - 2007
Piedmont Medical Center, AAC Real Estate Services 2002 - 2004
Crown Castle International March 2001 - November 2002
Meck'burg Medical Group, Mfrs' Svcs Ltd, Duke Energy N. America, Sea-Land, Brambles Equip Svcs Inc. 1998 - 2001
RehabWorks, Inc. January 1996 - July 1998
Coopers & Lybrand, L.L.P. September 1993 - January 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Master of Accounting, Accounting
University of North Carolina at Chapel Hill
BS, Business Administration
Kathie Sumrow Kathie Sumrow's Coopers & Lybrand LLP Experience 1993 - 1995
Job International CPA/Tax Attorney
Industry Accounting
Experience
Blum Shapiro January 2011 - May 2011
Murtha Cullina LLP 2009 - 2010
BLAIR & POTTS 2004 - 2009
DELOITTE & TOUCHE 2001 - 2004
BERGMAN, HOROWITZ & REYNOLDS 2000 - 2000
SUPERIOR COURT TAX SESSION 2000 - 2000
U.S. DISTRICT ATTORNEY, CT 1999 - 1999
PHILIP MORRIS INTERNATIONAL 1996 - 1998
OTIS ELEVATOR 1995 - 1996
COOPERS & LYBRAND L.L.P. 1993 - 1995
Skills
FPS/FAS accounting, ProSeries/Pro Systems..., Tax, Corporate Tax, Auditing, Accounting, Income Tax, Internal Controls, CPA, Tax Advisory, Assurance, Corporate Governance, Estate Tax Planning, Tax Returns, Tax Research, Estate Planning, Leadership, Payroll Taxes, Tax Accounting, Consolidation, Tax Law, US GAAP, Partnership Taxation, Financial Analysis, Due Diligence, International Tax, Mergers & Acquisitions, Big 4
Education
New York University School of Law
LLM, Taxation
Quinnipiac University School of Law
JD, LAW
Sacred Heart University
MBA, Tax Specialization
Charter Oak State College
BS, Accounting
Yale University 1970 — 1972
Master Music, flute performance
Hochschule für Musik und Theater Hamburg
Music Performance
New England Conservatory of Music
BM, Music Performance
Blum Shapiro January 2011 - May 2011
Murtha Cullina LLP 2009 - 2010
BLAIR & POTTS 2004 - 2009
DELOITTE & TOUCHE 2001 - 2004
BERGMAN, HOROWITZ & REYNOLDS 2000 - 2000
SUPERIOR COURT TAX SESSION 2000 - 2000
U.S. DISTRICT ATTORNEY, CT 1999 - 1999
PHILIP MORRIS INTERNATIONAL 1996 - 1998
OTIS ELEVATOR 1995 - 1996
COOPERS & LYBRAND L.L.P. 1993 - 1995
Skills
FPS/FAS accounting, ProSeries/Pro Systems..., Tax, Corporate Tax, Auditing, Accounting, Income Tax, Internal Controls, CPA, Tax Advisory, Assurance, Corporate Governance, Estate Tax Planning, Tax Returns, Tax Research, Estate Planning, Leadership, Payroll Taxes, Tax Accounting, Consolidation, Tax Law, US GAAP, Partnership Taxation, Financial Analysis, Due Diligence, International Tax, Mergers & Acquisitions, Big 4
Education
New York University School of Law
LLM, Taxation
Quinnipiac University School of Law
JD, LAW
Sacred Heart University
MBA, Tax Specialization
Charter Oak State College
BS, Accounting
Yale University 1970 — 1972
Master Music, flute performance
Hochschule für Musik und Theater Hamburg
Music Performance
New England Conservatory of Music
BM, Music Performance
James Bodman James Bodman's Coopers & Lybrand LLP Experience August 1993 - November 1995
Job Principal at James M. Bodman Associates
Industry Museums and Institutions
Experience
James M. Bodman Associates April 2007 - Present
Gore Place, The Historic Governor Gore Estate January 2006 - June 2007
Hunton and Williams LLP November 1995 - December 2005
Coopers & Lybrand L.L.P. August 1993 - November 1995
Hickory Farms January 1992 - February 1993
Signet Banking Corporation August 1989 - August 1991
Virginia Museum of Fine Arts January 1987 - August 1989
Education
Virginia Commonwealth University 1987 — 2003
M. A., Art History, Museum Studies, Architectural History, Decorative Arts, Historic Preservation
University of Richmond 1983 — 1986
B. A., Classical Civilization, History and Speech Communications
Wesley College 1981 — 1983
A. A.., General Studies, History, and Speech Communications
Trinity-Pawling School 1978 — 1981
High School, General
James M. Bodman Associates April 2007 - Present
Gore Place, The Historic Governor Gore Estate January 2006 - June 2007
Hunton and Williams LLP November 1995 - December 2005
Coopers & Lybrand L.L.P. August 1993 - November 1995
Hickory Farms January 1992 - February 1993
Signet Banking Corporation August 1989 - August 1991
Virginia Museum of Fine Arts January 1987 - August 1989
Education
Virginia Commonwealth University 1987 — 2003
M. A., Art History, Museum Studies, Architectural History, Decorative Arts, Historic Preservation
University of Richmond 1983 — 1986
B. A., Classical Civilization, History and Speech Communications
Wesley College 1981 — 1983
A. A.., General Studies, History, and Speech Communications
Trinity-Pawling School 1978 — 1981
High School, General
Bill Allred's Coopers & Lybrand LLP Experience August 1995 - November 1998
Job Senior Governance Manager at PwC
Industry Information Technology and Services
Experience
PricewaterhouseCoopers L.L.P October 2010 - Present
PricewaterhouseCoopers L.L.P. July 2008 - October 2010
PricewaterhouseCoopers L.L.P. May 2005 - July 2008
PricewaterhouseCoopers L.L.P. July 2002 - May 2005
PricewaterhouseCoopers L.L.P July 2000 - July 2002
PricewaterhouseCoopers L.L.P. October 1999 - June 2000
PricewaterhouseCoopers L.L.P. December 1998 - September 1999
Coopers & Lybrand L.L.P. August 1995 - November 1998
Skills
Governance, IT Strategy, Project Portfolio..., Business Process..., Business Analysis, IT Audit, PMO, Sarbanes-Oxley Act, Business Process, Business Transformation, SDLC, Requirements Analysis, IT Management
Education
University of Notre Dame
Bachelor of Business Administration, Human Resource Management and Labor Relations
PricewaterhouseCoopers L.L.P October 2010 - Present
PricewaterhouseCoopers L.L.P. July 2008 - October 2010
PricewaterhouseCoopers L.L.P. May 2005 - July 2008
PricewaterhouseCoopers L.L.P. July 2002 - May 2005
PricewaterhouseCoopers L.L.P July 2000 - July 2002
PricewaterhouseCoopers L.L.P. October 1999 - June 2000
PricewaterhouseCoopers L.L.P. December 1998 - September 1999
Coopers & Lybrand L.L.P. August 1995 - November 1998
Skills
Governance, IT Strategy, Project Portfolio..., Business Process..., Business Analysis, IT Audit, PMO, Sarbanes-Oxley Act, Business Process, Business Transformation, SDLC, Requirements Analysis, IT Management
Education
University of Notre Dame
Bachelor of Business Administration, Human Resource Management and Labor Relations
John Donald JD Dell John Donald JD Dell's Coopers & Lybrand LLP Experience 1995 - 1996
Job Managing Director at Capview Partners
Industry Financial Services
Experience
Capview Partners October 2014 - Present
Sellars Absorbent Materials 2010 - 2014
Trammell Crow Company 2005 - 2010
Lone Star Funds/ Hudson Advisors 1998 - 2004
Hunt Consolidated, Inc. 1996 - 1998
Coopers & Lybrand, L.L.P. 1995 - 1996
Johnson & Swanson, P.C. and Successors 1987 - 1995
Jenkens & Gilchrist 1986 - 1987
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Investments
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Juris Doctorate and Masters in Accounting Science
Carroll University 1978 — 1982
Bachelor of Arts (BA) in Political Science
Capview Partners October 2014 - Present
Sellars Absorbent Materials 2010 - 2014
Trammell Crow Company 2005 - 2010
Lone Star Funds/ Hudson Advisors 1998 - 2004
Hunt Consolidated, Inc. 1996 - 1998
Coopers & Lybrand, L.L.P. 1995 - 1996
Johnson & Swanson, P.C. and Successors 1987 - 1995
Jenkens & Gilchrist 1986 - 1987
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Investments
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Juris Doctorate and Masters in Accounting Science
Carroll University 1978 — 1982
Bachelor of Arts (BA) in Political Science
Leah Barr's Coopers & Lybrand LLP Experience 1997 - 1997
Job Vice President at Hanover Excess & Surplus Inc.
Industry Insurance
Experience
Hanover Excess & Surplus Inc. April 2007 - Present
Hanover Excess & Surplus, Inc. April 2007 - August 2012
Country Club of Landfall August 2006 - April 2007
Echo Engineering & Production Supplies, Inc. 2001 - 2006
Qualitech Steel SBQ LLC 1999 - 2001
BrightPoint 1998 - 1999
Coopers & Lybrand, LLP 1997 - 1997
Skills
Certified Internal..., Strategic Planning, Internal Audit, Microsoft Office, Financial Analysis, Insurance, Leadership, Microsoft Excel, Training, Accounts Payable, Forecasting, Business Analysis, Budgets, Management
Education
University of Indianapolis 1993 — 1997
Bachelor's degree, Accounting, CIS
Hanover Excess & Surplus Inc. April 2007 - Present
Hanover Excess & Surplus, Inc. April 2007 - August 2012
Country Club of Landfall August 2006 - April 2007
Echo Engineering & Production Supplies, Inc. 2001 - 2006
Qualitech Steel SBQ LLC 1999 - 2001
BrightPoint 1998 - 1999
Coopers & Lybrand, LLP 1997 - 1997
Skills
Certified Internal..., Strategic Planning, Internal Audit, Microsoft Office, Financial Analysis, Insurance, Leadership, Microsoft Excel, Training, Accounts Payable, Forecasting, Business Analysis, Budgets, Management
Education
University of Indianapolis 1993 — 1997
Bachelor's degree, Accounting, CIS
John Lehman John Lehman's Coopers & Lybrand LLP Experience March 1997 - April 1998
Job
Industry Management Consulting
Experience
Duke Energy Corporation September 2014 - Present
SDG Galway Energy Strategy Practice April 2010 - September 2014
ConocoPhillips August 2008 - April 2010
Strategic Decisions Group (SDG) May 2007 - August 2008
The Energy Authority August 2005 - May 2007
Strategic Decisions Group (SDG) September 2001 - August 2005
Analytic Risk Solutions April 1998 - August 2001
Coopers & Lybrand, L.L.P. March 1997 - April 1998
Enserch Energy Services, Inc. August 1996 - February 1997
Tenneco Energy Marketing Company April 1995 - July 1996
Skills
Risk Management, Valuation, Portfolio Management, Commodity, Derivatives, Financial Risk, Energy, Corporate Finance, Financial Modeling, Economics, Commodity Markets, Analytics, Decision Analysis, Trading, Hedging, Strategy, Energy Markets, Investments, Project Finance, Business Strategy, Risk Analysis, Quantitative Analytics, Finance, Energy Industry, Analysis, Strategic Planning, Financial Markets, Leadership, Enterprise Risk..., Financial Analysis, Mergers & Acquisitions, Market Risk, Portfolio Optimization, Credit Risk, Options, Natural Gas, Mergers, Management Consulting, Matlab, Python, Data Analysis, Analytica
Education
University of Washington, Michael G. Foster School of Business 1985 — 1987
Ph.D, Finance
University of Washington, Michael G. Foster School of Business 1982 — 1986
MBA, Finance, Economics
California State University-Sacramento 1979 — 1982
B.S., Finance
Duke Energy Corporation September 2014 - Present
SDG Galway Energy Strategy Practice April 2010 - September 2014
ConocoPhillips August 2008 - April 2010
Strategic Decisions Group (SDG) May 2007 - August 2008
The Energy Authority August 2005 - May 2007
Strategic Decisions Group (SDG) September 2001 - August 2005
Analytic Risk Solutions April 1998 - August 2001
Coopers & Lybrand, L.L.P. March 1997 - April 1998
Enserch Energy Services, Inc. August 1996 - February 1997
Tenneco Energy Marketing Company April 1995 - July 1996
Skills
Risk Management, Valuation, Portfolio Management, Commodity, Derivatives, Financial Risk, Energy, Corporate Finance, Financial Modeling, Economics, Commodity Markets, Analytics, Decision Analysis, Trading, Hedging, Strategy, Energy Markets, Investments, Project Finance, Business Strategy, Risk Analysis, Quantitative Analytics, Finance, Energy Industry, Analysis, Strategic Planning, Financial Markets, Leadership, Enterprise Risk..., Financial Analysis, Mergers & Acquisitions, Market Risk, Portfolio Optimization, Credit Risk, Options, Natural Gas, Mergers, Management Consulting, Matlab, Python, Data Analysis, Analytica
Education
University of Washington, Michael G. Foster School of Business 1985 — 1987
Ph.D, Finance
University of Washington, Michael G. Foster School of Business 1982 — 1986
MBA, Finance, Economics
California State University-Sacramento 1979 — 1982
B.S., Finance
Vernon Jones Vernon Jones's Coopers & Lybrand LLP Experience 1990 - 2001
Job Principal at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates August 2012 - Present
Grant Thornton LLP 2005 - August 2012
VTJ Energy Consulting 2001 - 2005
PricewaterhouseCoopers 1990 - 2001
Coopers & Lybrand, L.L.P. 1990 - 2001
Tejas Gas Corp 1988 - 1989
Hadson Gas Systems Inc. 1984 - 1988
Pioneer Gas Products Co. 1982 - 1984
Cities Service Gas Company 1978 - 1982
Education
University of Oklahoma 1974 — 1978
BSME, Engineering
Charles River Associates August 2012 - Present
Grant Thornton LLP 2005 - August 2012
VTJ Energy Consulting 2001 - 2005
PricewaterhouseCoopers 1990 - 2001
Coopers & Lybrand, L.L.P. 1990 - 2001
Tejas Gas Corp 1988 - 1989
Hadson Gas Systems Inc. 1984 - 1988
Pioneer Gas Products Co. 1982 - 1984
Cities Service Gas Company 1978 - 1982
Education
University of Oklahoma 1974 — 1978
BSME, Engineering
Barry Fox, PMP Barry Fox, PMP's Coopers & Lybrand LLP Experience July 1994 - November 1994
Job Sr. Project Manager Server Technologies at Target
Industry Information Technology and Services
Experience
Target June 2012 - Present
Express Scripts December 2003 - November 2007
Express Scripts April 1999 - December 2003
Diversified Pharmaceutical Services November 1997 - April 1999
Diversified Pharmaceutical Services April 1995 - November 1997
Coopers & Lybrand, L.L.P. July 1994 - November 1994
Alliant Techsystems Inc. January 1987 - March 1994
Honeywell October 1982 - December 1986
Q.E.D. Systems, Inc. MN October 1977 - September 1982
University of Minnesota July 1974 - September 1977
Skills
Contract Negotiation, Project Management, Business Intelligence, Integration, SDLC, Management, Vendor Management, Data Center, Telecommunications, Performance Analysis, ITIL, Unix, Negotiation, Enterprise Architecture, Strategy, Project Planning, Enterprise Software
Education
University of Minnesota-Twin Cities 1968 — 1972
Graduate Study, Economics, Mathematics
Wayne State University 1965 — 1968
B.A., Economics, Mathematics
University of St. Thomas - Opus College of Business
Mini Master, Project Management
PMI Test Prep Class
Target June 2012 - Present
Express Scripts December 2003 - November 2007
Express Scripts April 1999 - December 2003
Diversified Pharmaceutical Services November 1997 - April 1999
Diversified Pharmaceutical Services April 1995 - November 1997
Coopers & Lybrand, L.L.P. July 1994 - November 1994
Alliant Techsystems Inc. January 1987 - March 1994
Honeywell October 1982 - December 1986
Q.E.D. Systems, Inc. MN October 1977 - September 1982
University of Minnesota July 1974 - September 1977
Skills
Contract Negotiation, Project Management, Business Intelligence, Integration, SDLC, Management, Vendor Management, Data Center, Telecommunications, Performance Analysis, ITIL, Unix, Negotiation, Enterprise Architecture, Strategy, Project Planning, Enterprise Software
Education
University of Minnesota-Twin Cities 1968 — 1972
Graduate Study, Economics, Mathematics
Wayne State University 1965 — 1968
B.A., Economics, Mathematics
University of St. Thomas - Opus College of Business
Mini Master, Project Management
PMI Test Prep Class
Allen Wilen Allen Wilen's Coopers & Lybrand LLP Experience June 1996 - June 1998
Job Partner at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP March 2001 - Present
Druker, Rahl & Fein, P.C. July 1998 - March 2001
Coopers & Lybrand L.L.P. June 1996 - June 1998
Arthur Anderson LLP May 1992 - June 1996
Skills
Forensic Accounting, Business Valuation, Bankruptcy, Litigation Support, Fraud Investigations, Restructuring, Due Diligence, Litigation Consulting, Debt, Chapter 11, Valuation, Corporate Finance, Expert Witness, Corporate Governance, Finance, Courts, Litigation, Auditing, Sarbanes-Oxley Act, Fraud, CPA, Certified Fraud Examiner, Mergers & Acquisitions, SEC filings, Internal Controls, Divestitures, IPO, GAAP, Private Equity, Tax, US GAAP, Financial Analysis, Management, Financial Modeling, Strategic Planning, Accounting, Financial Reporting
Education
State University of New York at Binghamton 1988 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Ramapo high
EisnerAmper LLP March 2001 - Present
Druker, Rahl & Fein, P.C. July 1998 - March 2001
Coopers & Lybrand L.L.P. June 1996 - June 1998
Arthur Anderson LLP May 1992 - June 1996
Skills
Forensic Accounting, Business Valuation, Bankruptcy, Litigation Support, Fraud Investigations, Restructuring, Due Diligence, Litigation Consulting, Debt, Chapter 11, Valuation, Corporate Finance, Expert Witness, Corporate Governance, Finance, Courts, Litigation, Auditing, Sarbanes-Oxley Act, Fraud, CPA, Certified Fraud Examiner, Mergers & Acquisitions, SEC filings, Internal Controls, Divestitures, IPO, GAAP, Private Equity, Tax, US GAAP, Financial Analysis, Management, Financial Modeling, Strategic Planning, Accounting, Financial Reporting
Education
State University of New York at Binghamton 1988 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Ramapo high
Lisa J.D. Efird, MBA, CPA Lisa J.D. Efird, MBA, CPA's Coopers & Lybrand LLP Experience October 1994 - May 1996
Job Tax and Accounting Manager at MBAF
Industry Accounting
Experience
Morrison, Brown, Argiz & Farra, LLC November 2004 - Present
AWSCPA 2000 - 2012
Rachlin Cohen & Holtz January 2000 - November 2004
Thaw Gopman & Associates February 1999 - January 2000
Domenic C. Petronio M.D. Inc. June 1996 - January 1999
Coopers & Lybrand, L.L.P. October 1994 - May 1996
Skills
Accounting, Tax, CPA, Financial Reporting, Auditing, GAAP, Tax Preparation, US GAAP, Corporate Tax, Budgets, Forensic Accounting, Financial Accounting
Education
University of Miami - School of Business 1992 — 1994
Master of Business Administration, Specializations in Accounting and International Business
Providence College 1988 — 1992
Bachelor of Science, Accountancy
Morrison, Brown, Argiz & Farra, LLC November 2004 - Present
AWSCPA 2000 - 2012
Rachlin Cohen & Holtz January 2000 - November 2004
Thaw Gopman & Associates February 1999 - January 2000
Domenic C. Petronio M.D. Inc. June 1996 - January 1999
Coopers & Lybrand, L.L.P. October 1994 - May 1996
Skills
Accounting, Tax, CPA, Financial Reporting, Auditing, GAAP, Tax Preparation, US GAAP, Corporate Tax, Budgets, Forensic Accounting, Financial Accounting
Education
University of Miami - School of Business 1992 — 1994
Master of Business Administration, Specializations in Accounting and International Business
Providence College 1988 — 1992
Bachelor of Science, Accountancy
Lars Toomre Lars Toomre's Coopers & Lybrand LLP Experience June 1996 - August 1997
Job Managing Director, Toomre Capital Markets
Industry Capital Markets
Experience
Toomre Capital January 2002 - Present
American Re Capital Markets September 1997 - 2001
Coopers & Lybrand L.L.P. June 1996 - August 1997
MetLife Investment Management Corp. March 1994 - March 1996
UBS Investment Bank February 1992 - December 1993
Smith Barney April 1989 - 1991
Lehman Brothers 1982 - March 1989
Digital Equipment Corporation 1980 - 1982
Schlumberger 1981 - 1981
Skills
Fixed Income, Derivatives, Capital Markets, Securitization, MBS, Debt, Quant, Options, Trading, Structured Products, Risk Management, Risk, Drupal, C, PHP, Matlab, Financial Engineering, Financial Risk, Enterprise Risk..., Commodity, Quantitative Investing, Valuation, Asset Management, Investments, ABS, Financial Structuring, Finance, Strategy, Hedge Funds, Investment Banking, Equities, Credit Derivatives, Market Risk, Securities, Portfolio Management, Investment Management, Volatility, Trading Systems, Equity Derivatives, Interest Rate..., Quantitative Finance, Proprietary Trading, Financial Services, Electronic Trading, Financial Markets, Alternative Investments, Analytics, Emerging Markets, FX Options, Swaps
Education
Massachusetts Institute of Technology 1978 — 1982
BSME, Mechanical Engineering
Toomre Capital January 2002 - Present
American Re Capital Markets September 1997 - 2001
Coopers & Lybrand L.L.P. June 1996 - August 1997
MetLife Investment Management Corp. March 1994 - March 1996
UBS Investment Bank February 1992 - December 1993
Smith Barney April 1989 - 1991
Lehman Brothers 1982 - March 1989
Digital Equipment Corporation 1980 - 1982
Schlumberger 1981 - 1981
Skills
Fixed Income, Derivatives, Capital Markets, Securitization, MBS, Debt, Quant, Options, Trading, Structured Products, Risk Management, Risk, Drupal, C, PHP, Matlab, Financial Engineering, Financial Risk, Enterprise Risk..., Commodity, Quantitative Investing, Valuation, Asset Management, Investments, ABS, Financial Structuring, Finance, Strategy, Hedge Funds, Investment Banking, Equities, Credit Derivatives, Market Risk, Securities, Portfolio Management, Investment Management, Volatility, Trading Systems, Equity Derivatives, Interest Rate..., Quantitative Finance, Proprietary Trading, Financial Services, Electronic Trading, Financial Markets, Alternative Investments, Analytics, Emerging Markets, FX Options, Swaps
Education
Massachusetts Institute of Technology 1978 — 1982
BSME, Mechanical Engineering
Jeanne Cutrone's Coopers & Lybrand LLP Experience September 1992 - August 1995
Job
Industry Banking
Experience
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Michelle Bonfantine's Coopers & Lybrand LLP Experience July 1993 - August 1996
Job Director, Enterprise Sales at 8x8, Inc.
Industry Retail
Experience
8x8, Inc. February 2010 - Present
8x8, Inc. March 2005 - November 2010
8x8 September 1998 - March 2005
8x8 December 1997 - September 1998
Quest Search Associates August 1996 - December 1997
Coopers & Lybrand L.L.P. July 1993 - August 1996
Education
Santa Clara University 1991 — 1995
B.S., Business
8x8, Inc. February 2010 - Present
8x8, Inc. March 2005 - November 2010
8x8 September 1998 - March 2005
8x8 December 1997 - September 1998
Quest Search Associates August 1996 - December 1997
Coopers & Lybrand L.L.P. July 1993 - August 1996
Education
Santa Clara University 1991 — 1995
B.S., Business
Ismail Ma's Coopers & Lybrand LLP Experience September 1996 - April 1997
Job
Industry Investment Management
Experience
MEAG New York Corporation December 2013 - Present
MEAG New York Corporation March 2004 - December 2013
TIAA-CREF July 2000 - March 2004
TIAA-CREF April 1999 - June 2000
TIAA-CREF July 1998 - March 1999
New York Life Insurance Company April 1997 - July 1998
Coopers & Lybrand L.L.P. September 1996 - April 1997
Citicorp Investment Services July 1994 - September 1996
Integrated Business Systems, Inc. September 1993 - July 1994
Skills
Software Project..., IT Project..., IT Management, IT Strategy, Business Process..., Business Analysis, Functional..., Business Requirements, Problem Solving, IT Procurement, Vendor Management, Communication Skills, Team Leadership, Cross-functional Team..., SQL, Crystal Reports, Portia, SimCorp Dimension, Electra Information..., Visio
Education
Columbia University 1992 — 1995
MS, Electrical Engineering
Columbia University 1988 — 1992
BS, Electrical Engineering
MEAG New York Corporation December 2013 - Present
MEAG New York Corporation March 2004 - December 2013
TIAA-CREF July 2000 - March 2004
TIAA-CREF April 1999 - June 2000
TIAA-CREF July 1998 - March 1999
New York Life Insurance Company April 1997 - July 1998
Coopers & Lybrand L.L.P. September 1996 - April 1997
Citicorp Investment Services July 1994 - September 1996
Integrated Business Systems, Inc. September 1993 - July 1994
Skills
Software Project..., IT Project..., IT Management, IT Strategy, Business Process..., Business Analysis, Functional..., Business Requirements, Problem Solving, IT Procurement, Vendor Management, Communication Skills, Team Leadership, Cross-functional Team..., SQL, Crystal Reports, Portia, SimCorp Dimension, Electra Information..., Visio
Education
Columbia University 1992 — 1995
MS, Electrical Engineering
Columbia University 1988 — 1992
BS, Electrical Engineering
Tiffany Russell-Costa's Coopers & Lybrand LLP Experience 1993 - 1995
Job Transition and Transformation Project Director Oracle Private Cloud
Industry Information Technology and Services
Experience
Oracle June 2012 - Present
Oracle Corporation January 2010 - June 2012
Deloitte Consulting February 2008 - November 2009
Thunderbird, The Garvin School of International Management January 2007 - January 2007
Oracle Software: Europe, Middle East & Africa August 1997 - November 2005
BSG Inc. Client Server Solutions Provider 1995 - 1997
Coopers & Lybrand L.L.P. 1993 - 1995
Texaco Refining & Marketing 1992 - 1993
Education
Thunderbird School of Global Management 2006 — 2007
MBA, International Management
University of Houston
Bachelors, Management Information Systems, Graduated 1993
Oracle June 2012 - Present
Oracle Corporation January 2010 - June 2012
Deloitte Consulting February 2008 - November 2009
Thunderbird, The Garvin School of International Management January 2007 - January 2007
Oracle Software: Europe, Middle East & Africa August 1997 - November 2005
BSG Inc. Client Server Solutions Provider 1995 - 1997
Coopers & Lybrand L.L.P. 1993 - 1995
Texaco Refining & Marketing 1992 - 1993
Education
Thunderbird School of Global Management 2006 — 2007
MBA, International Management
University of Houston
Bachelors, Management Information Systems, Graduated 1993
Raymond Morgan's Coopers & Lybrand LLP Experience 1994 - 1996
Job Senior Project Management Consultant at Independant Consultant
Industry Information Technology and Services
Experience
Company Confidential - IT Consulting firm specializing in IBM Technology July 2011 - April 2013
Kforce Inc. July 2009 - July 2011
Keane March 2008 - July 2009
QED January 2003 - March 2008
Hill & Barlow March 2001 - December 2003
Paradigm4 December 1999 - March 2001
Compaq Computer Corporation 1997 - December 1999
Resource Management Systems (RMS) 1996 - 1998
Coopers & Lybrand, L.L.P. 1994 - 1996
Skills
* ITIL Foundation v3..., SDLC, Integration, ITIL, Business Analysis, Data Center, Security, Strategy, Agile Methodologies, Management, Software Development, Project Planning, PMO, Vendor Management, Information Technology, Consulting, Project Management, Program Management, Cloud Computing, Leadership, CRM, Disaster Recovery, Infrastructure, Strategic Planning, SOX 404, Basel II, CIO Advisory Services, Technical Support
Education
Boston University - Graduate School of Management (GSM) 1981 — 1983
MBA - Honors, MIS and Finance
Boston University - School of Management (SMG) 1980 — 1981
BSBA - magna cum laude, Computer Science and Organizational Behavior
New England School of Law 2007 — 2009
N/A, Law
Company Confidential - IT Consulting firm specializing in IBM Technology July 2011 - April 2013
Kforce Inc. July 2009 - July 2011
Keane March 2008 - July 2009
QED January 2003 - March 2008
Hill & Barlow March 2001 - December 2003
Paradigm4 December 1999 - March 2001
Compaq Computer Corporation 1997 - December 1999
Resource Management Systems (RMS) 1996 - 1998
Coopers & Lybrand, L.L.P. 1994 - 1996
Skills
* ITIL Foundation v3..., SDLC, Integration, ITIL, Business Analysis, Data Center, Security, Strategy, Agile Methodologies, Management, Software Development, Project Planning, PMO, Vendor Management, Information Technology, Consulting, Project Management, Program Management, Cloud Computing, Leadership, CRM, Disaster Recovery, Infrastructure, Strategic Planning, SOX 404, Basel II, CIO Advisory Services, Technical Support
Education
Boston University - Graduate School of Management (GSM) 1981 — 1983
MBA - Honors, MIS and Finance
Boston University - School of Management (SMG) 1980 — 1981
BSBA - magna cum laude, Computer Science and Organizational Behavior
New England School of Law 2007 — 2009
N/A, Law
Steve Karle's Coopers & Lybrand LLP Experience March 1990 - May 1997
Job Sr. Client Relationship Manager at AppFolio Inc.
Industry Computer Networking
Experience
AppFolio Inc. June 2008 - Present
Yardi Systems 2006 - May 2008
Yardi 2000 - 2006
Vetronix Corporation 1997 - 2000
Coopers & Lybrand L.L.P. March 1990 - May 1997
Santa Barbara Savings & Loan 1986 - 1989
Skills
Real Estate, Operations Management, SaaS, Salesforce.com, Selling, Account Management, CRM, Sales Process, Start-ups, SQL, Software Project..., Sales, Customer Service, Management, Leadership, Training, Enterprise Software, Business Analysis
Education
University of California, Santa Barbara 1981 — 1986
Bachelor's degree, Psychology - Organizational Emphasis
AppFolio Inc. June 2008 - Present
Yardi Systems 2006 - May 2008
Yardi 2000 - 2006
Vetronix Corporation 1997 - 2000
Coopers & Lybrand L.L.P. March 1990 - May 1997
Santa Barbara Savings & Loan 1986 - 1989
Skills
Real Estate, Operations Management, SaaS, Salesforce.com, Selling, Account Management, CRM, Sales Process, Start-ups, SQL, Software Project..., Sales, Customer Service, Management, Leadership, Training, Enterprise Software, Business Analysis
Education
University of California, Santa Barbara 1981 — 1986
Bachelor's degree, Psychology - Organizational Emphasis
Steven Jestis's Coopers & Lybrand LLP Experience September 1995 - September 1997
Job Business Intelligence Mgmt. looking for work
Industry Consumer Goods
Experience
Unemployed and Looking for Work July 2008 - July 2010
Essilor of America, Inc. October 2006 - July 2008
CitiGroup April 2004 - October 2006
Kinko's April 2002 - September 2003
Protection One October 1999 - August 2001
CitiGroup September 1997 - July 1999
Coopers & Lybrand L.L.P. September 1995 - September 1997
Mobil Oil Corporation April 1991 - September 1995
Texas Instruments March 1986 - April 1991
Electronic Data Systems March 1985 - March 1986
Skills
ETL, Business Intelligence, Data Warehousing, Databases, Data Warehouse..., Data Modeling, Business Objects, Data Integration, Informatica, OLAP, Requirements Analysis, SSRS
Education
Southeastern Oklahoma State University 1980 — 1981
M.S., Business Management
Southeastern Oklahoma State University 1977 — 1980
B.S., Business Management
Unemployed and Looking for Work July 2008 - July 2010
Essilor of America, Inc. October 2006 - July 2008
CitiGroup April 2004 - October 2006
Kinko's April 2002 - September 2003
Protection One October 1999 - August 2001
CitiGroup September 1997 - July 1999
Coopers & Lybrand L.L.P. September 1995 - September 1997
Mobil Oil Corporation April 1991 - September 1995
Texas Instruments March 1986 - April 1991
Electronic Data Systems March 1985 - March 1986
Skills
ETL, Business Intelligence, Data Warehousing, Databases, Data Warehouse..., Data Modeling, Business Objects, Data Integration, Informatica, OLAP, Requirements Analysis, SSRS
Education
Southeastern Oklahoma State University 1980 — 1981
M.S., Business Management
Southeastern Oklahoma State University 1977 — 1980
B.S., Business Management
Natalie Ulis's Coopers & Lybrand LLP Experience June 1996 - September 1996
Job Director Business Solutions & Analytics at American Express
Industry Financial Services
Experience
American Express November 2013 - Present
American Express April 2010 - October 2013
American Express March 2008 - April 2010
SUNGARD DATA SYSTEMS Inc October 2002 - December 2004
INCREMAX TECHNOLOGIES October 1999 - June 2002
JP MORGAN January 1999 - October 1999
COOPERS & LYBRAND L.L.P. June 1996 - September 1996
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Services, Analysis, Investment Banking, Business Intelligence, Financial Analysis, Analytics, Strategic Planning, Portfolio Management, Capital Markets, Financial Planning, Finance, Private Equity, Emerging Markets, Management, Corporate Development, Strategy, Strategic Financial..., Due Diligence, Venture Capital, Fixed Income
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Pace University 1997 — 2001
BBA, Finance
American Express November 2013 - Present
American Express April 2010 - October 2013
American Express March 2008 - April 2010
SUNGARD DATA SYSTEMS Inc October 2002 - December 2004
INCREMAX TECHNOLOGIES October 1999 - June 2002
JP MORGAN January 1999 - October 1999
COOPERS & LYBRAND L.L.P. June 1996 - September 1996
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Services, Analysis, Investment Banking, Business Intelligence, Financial Analysis, Analytics, Strategic Planning, Portfolio Management, Capital Markets, Financial Planning, Finance, Private Equity, Emerging Markets, Management, Corporate Development, Strategy, Strategic Financial..., Due Diligence, Venture Capital, Fixed Income
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Pace University 1997 — 2001
BBA, Finance
Drew Pereboom's Coopers & Lybrand LLP Experience 1993 - 1997
Job Sr. Tax Manager at Primerica, Inc
Industry Accounting
Experience
Primerica, Inc January 2013 - Present
SunTrust Bank April 2000 - August 2012
Bass Hotels & Resorts 1999 - 2000
National Service Industries, Inc 1997 - 1999
Coopers & Lybrand, L.L.P. 1993 - 1997
Skills
Sarbanes-Oxley Act, Tax, Corporate Tax, Financial Analysis, Accounting, Tax Accounting
Education
Georgia State University 1991 — 1993
Masters of Taxation, Accounting
Florida State University
BBA
Primerica, Inc January 2013 - Present
SunTrust Bank April 2000 - August 2012
Bass Hotels & Resorts 1999 - 2000
National Service Industries, Inc 1997 - 1999
Coopers & Lybrand, L.L.P. 1993 - 1997
Skills
Sarbanes-Oxley Act, Tax, Corporate Tax, Financial Analysis, Accounting, Tax Accounting
Education
Georgia State University 1991 — 1993
Masters of Taxation, Accounting
Florida State University
BBA
David Gilmore, CFA's Coopers & Lybrand LLP Experience 1992 - 1995
Job Senior Equity Analyst
Industry Investment Management
Experience
Crawford Investment Counsel October 2009 - Present
Federated Investors January 2001 - September 2009
Federated Investors August 1997 - December 2000
Coopers & Lybrand, L.L.P. 1992 - 1995
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
MBA
Liberty University 1988 — 1991
B.S., Accounting
Crawford Investment Counsel October 2009 - Present
Federated Investors January 2001 - September 2009
Federated Investors August 1997 - December 2000
Coopers & Lybrand, L.L.P. 1992 - 1995
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
MBA
Liberty University 1988 — 1991
B.S., Accounting
Waseem Aslam's Coopers & Lybrand LLP Experience October 1991 - May 1995
Job Vice President Offshore Operations
Industry Financial Services
Experience
CoreLogic April 2008 - Present
WA Consulting April 2007 - April 2008
EMC Mortgage Corporation January 2006 - March 2007
Ocwen Financial Corporation January 2001 - December 2005
Ocwen Federal Bank, FSB October 1996 - December 2000
Goldstein Golub Kessler & Company, P.C. June 1995 - May 1996
Coopers & Lybrand, L.L.P. October 1991 - May 1995
Skills
Outsourcing, Business Analysis, Risk Management, Vendor Management, Leadership, Business Process..., Offshoring, Business Process, Project Management, Process Improvement, Six Sigma, Business Intelligence, Management, BPO, Analysis
Education
LIU Post 1989 — 1991
MBA, Finance
University of Houston-Downtown 1984 — 1988
BSBC, Accounting
CoreLogic April 2008 - Present
WA Consulting April 2007 - April 2008
EMC Mortgage Corporation January 2006 - March 2007
Ocwen Financial Corporation January 2001 - December 2005
Ocwen Federal Bank, FSB October 1996 - December 2000
Goldstein Golub Kessler & Company, P.C. June 1995 - May 1996
Coopers & Lybrand, L.L.P. October 1991 - May 1995
Skills
Outsourcing, Business Analysis, Risk Management, Vendor Management, Leadership, Business Process..., Offshoring, Business Process, Project Management, Process Improvement, Six Sigma, Business Intelligence, Management, BPO, Analysis
Education
LIU Post 1989 — 1991
MBA, Finance
University of Houston-Downtown 1984 — 1988
BSBC, Accounting
Susan Reimer's Coopers & Lybrand LLP Experience January 1994 - July 1997
Job Independent Finance and Accounting Professional
Industry Accounting
Experience
Energy Recovery, Inc August 2008 - October 2013
Chiron Corp (presently Novartis AG) August 1997 - March 2006
Coopers & Lybrand L.L.P. January 1994 - July 1997
Skills
Skilled user of SAP R/3..., Skilled user of..., Conversational German...
Education
University of Southern California 1989 — 1993
BS, Accounting
Energy Recovery, Inc August 2008 - October 2013
Chiron Corp (presently Novartis AG) August 1997 - March 2006
Coopers & Lybrand L.L.P. January 1994 - July 1997
Skills
Skilled user of SAP R/3..., Skilled user of..., Conversational German...
Education
University of Southern California 1989 — 1993
BS, Accounting
Raymond Braun's Coopers & Lybrand LLP Experience 1979 - 1997
Job Owner, R. E. Capital, L.L.C.
Industry Financial Services
Experience
R. E. Capital, L.L.C. IMDWorld Ventures2008 - 2013
B, V & K Investors, L.L.C. 2003 - 2013
Coopers & Lybrand, L.L.P. 1979 - 1997
Skills
Social Networking, Social Media Marketing, Marketing, Small Business, Start-ups, Entrepreneurship, Online Marketing, Online Advertising, Email Marketing, Team Building, Public Speaking, Coaching, Sales, Advertising, Marketing Strategy, SEO, New Business Development, Strategic Planning
Education
The University of Texas at Austin 1975 — 1979
R. E. Capital, L.L.C. IMDWorld Ventures2008 - 2013
B, V & K Investors, L.L.C. 2003 - 2013
Coopers & Lybrand, L.L.P. 1979 - 1997
Skills
Social Networking, Social Media Marketing, Marketing, Small Business, Start-ups, Entrepreneurship, Online Marketing, Online Advertising, Email Marketing, Team Building, Public Speaking, Coaching, Sales, Advertising, Marketing Strategy, SEO, New Business Development, Strategic Planning
Education
The University of Texas at Austin 1975 — 1979
Jaime Russell's Coopers & Lybrand LLP Experience January 1997 - April 1997
Job Finance Senior Manager at Visteon Corporation
Industry Automotive
Experience
Visteon Corporation September 2006 - Present
Visteon Corporation May 2004 - September 2006
Visteon Corporation July 2003 - May 2004
Visteon Corporation December 2000 - July 2003
PricewaterhouseCoopers L.L.P. September 1998 - December 2000
Coopers & Lybrand L.L.P. January 1997 - April 1997
Skills
Financial Reporting, Budgets, Finance, Auditing, Accounting, Financial Statements, Financial Forecasting, Cash Flow, Analysis
Education
Michigan State University 1994 — 1998
Bachelor of Arts, Accounting
Visteon Corporation September 2006 - Present
Visteon Corporation May 2004 - September 2006
Visteon Corporation July 2003 - May 2004
Visteon Corporation December 2000 - July 2003
PricewaterhouseCoopers L.L.P. September 1998 - December 2000
Coopers & Lybrand L.L.P. January 1997 - April 1997
Skills
Financial Reporting, Budgets, Finance, Auditing, Accounting, Financial Statements, Financial Forecasting, Cash Flow, Analysis
Education
Michigan State University 1994 — 1998
Bachelor of Arts, Accounting
Brian J. Cody's Coopers & Lybrand LLP Experience January 1991 - April 1993
Job Principal at KPMG LLP
Industry Management Consulting
Experience
KPMG LLP September 2006 - Present
Charles River Associates April 2002 - September 2006
Arthur Andersen, LLP April 1993 - April 2002
Coopers & Lybrand, LLP January 1991 - April 1993
Federal Reserve Bank of Philadelphia August 1987 - January 1991
The Wharton School September 1988 - December 1990
Education
University of North Carolina at Chapel Hill 1983 — 1987
Doctor of Philosophy (Ph.D.)
University of Missouri-Columbia 1979 — 1983
Bachelor of Arts (B.A.)
University of Missouri-Columbia 1979 — 1983
Bachelor of Arts (B.A.)
KPMG LLP September 2006 - Present
Charles River Associates April 2002 - September 2006
Arthur Andersen, LLP April 1993 - April 2002
Coopers & Lybrand, LLP January 1991 - April 1993
Federal Reserve Bank of Philadelphia August 1987 - January 1991
The Wharton School September 1988 - December 1990
Education
University of North Carolina at Chapel Hill 1983 — 1987
Doctor of Philosophy (Ph.D.)
University of Missouri-Columbia 1979 — 1983
Bachelor of Arts (B.A.)
University of Missouri-Columbia 1979 — 1983
Bachelor of Arts (B.A.)
John Jack Malone's Coopers & Lybrand LLP Experience September 1995 - December 1996
Job Director, Carrier Services at CereTel Inc.
Industry Telecommunications
Experience
CereTel Inc (via Angel Americas acquisition Mar 2015) February 2013 - Present
Angel Americas, LLC (via acquisition Vivaro Corp Feb 2013 & Vivaro acquisition STi Prepaid Nov 2010) April 2009 - February 2013
Angel Americas, LLC (via STi acquisition CVT Prepaid Dec 2008) March 2005 - April 2009
Angel Americas, LLC (via CVT Prepaid acquisition Orion Telecommunications Mar 2005) December 1999 - March 2005
First Data Corporation September 1998 - December 1999
First Data Corporation December 1996 - September 1998
Coopers & Lybrand L.L.P. September 1995 - December 1996
Coopers & Lybrand L.L.P. February 1992 - September 1995
Coopers & Lybrand L.L.P. June 1990 - February 1992
GRUMMAN CORPORATION November 1986 - June 1990
Skills
Vendor Relationships, Purchasing Negotiation, Budget Forecasts, Business Development, Process Improvement, Quality Control, Operations Management, Negotiation, Finance, Strategic Planning, Strategy, VoIP, Sales, Management, Financial Reporting, Product Management, Retail, Forecasting
Education
University of Scranton 1981 — 1985
Bachelor's Degree, Accounting
CereTel Inc (via Angel Americas acquisition Mar 2015) February 2013 - Present
Angel Americas, LLC (via acquisition Vivaro Corp Feb 2013 & Vivaro acquisition STi Prepaid Nov 2010) April 2009 - February 2013
Angel Americas, LLC (via STi acquisition CVT Prepaid Dec 2008) March 2005 - April 2009
Angel Americas, LLC (via CVT Prepaid acquisition Orion Telecommunications Mar 2005) December 1999 - March 2005
First Data Corporation September 1998 - December 1999
First Data Corporation December 1996 - September 1998
Coopers & Lybrand L.L.P. September 1995 - December 1996
Coopers & Lybrand L.L.P. February 1992 - September 1995
Coopers & Lybrand L.L.P. June 1990 - February 1992
GRUMMAN CORPORATION November 1986 - June 1990
Skills
Vendor Relationships, Purchasing Negotiation, Budget Forecasts, Business Development, Process Improvement, Quality Control, Operations Management, Negotiation, Finance, Strategic Planning, Strategy, VoIP, Sales, Management, Financial Reporting, Product Management, Retail, Forecasting
Education
University of Scranton 1981 — 1985
Bachelor's Degree, Accounting
Alan Mihaley's Coopers & Lybrand LLP Experience 1983 - 1987
Job Organization Transformation & Talent at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP June 2014 - Present
Navigator Management Partners April 2013 - June 2014
decision/analysis partners, LLC 2002 - March 2013
Arthur D. Little 1996 - 2002
International Monetary Fund 1992 - 1995
The World Bank 1988 - 1991
Coopers & Lybrand, LLP 1983 - 1987
Skills
Change Management, Human Capital Management, Organizational..., Business Process..., Customer Relations, Performance Analysis, Organizational..., Organizational Design, Business Strategy, Management Consulting, Business Change..., Leadership Development, Coaching, Strategic Planning, Organizational Change, Business Transformation, Customer Service, Performance Improvement, Strategic Communications, Performance Management, Balanced Scorecard, Strategy Development, Strategic Consulting, Change Leadership, Business Process, Strategy, Personnel Management, Management, Training, Consulting, Succession Planning
Education
University of Florida - Warrington College Of Business 1978 — 1982
BSBA
Deloitte Consulting LLP June 2014 - Present
Navigator Management Partners April 2013 - June 2014
decision/analysis partners, LLC 2002 - March 2013
Arthur D. Little 1996 - 2002
International Monetary Fund 1992 - 1995
The World Bank 1988 - 1991
Coopers & Lybrand, LLP 1983 - 1987
Skills
Change Management, Human Capital Management, Organizational..., Business Process..., Customer Relations, Performance Analysis, Organizational..., Organizational Design, Business Strategy, Management Consulting, Business Change..., Leadership Development, Coaching, Strategic Planning, Organizational Change, Business Transformation, Customer Service, Performance Improvement, Strategic Communications, Performance Management, Balanced Scorecard, Strategy Development, Strategic Consulting, Change Leadership, Business Process, Strategy, Personnel Management, Management, Training, Consulting, Succession Planning
Education
University of Florida - Warrington College Of Business 1978 — 1982
BSBA
Suzanne Millette's Coopers & Lybrand LLP Experience September 1995 - May 1997
Job Senior Vice President and Director of Portfolio Risk Management
Industry Investment Management
Experience
EACM Advisors LLC March 2007 - Present
PricewaterhouseCoopers LLP May 1997 - February 2007
Coopers & Lybrand, L.L.P. September 1995 - May 1997
The Ohio State University 1991 - 1995
Skills
Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Fund Of Funds, Market Risk, Equities, Management Consulting, Credit Risk, Investments, Capital Markets, Due Diligence, Enterprise Risk..., Fixed Income, Counterparty Risk, Portfolio Risk..., Portfolio Performance..., Mentoring, Derivatives, Structured Products, Leadership, Investment Banking
Education
The Ohio State University 1991 — 1995
Ph.D., Accounting
University of Southern Mississippi 1990 — 1991
MBA, Emphasis in Finance
University of Southern Mississippi
BSBA, Accounting
EACM Advisors LLC March 2007 - Present
PricewaterhouseCoopers LLP May 1997 - February 2007
Coopers & Lybrand, L.L.P. September 1995 - May 1997
The Ohio State University 1991 - 1995
Skills
Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Fund Of Funds, Market Risk, Equities, Management Consulting, Credit Risk, Investments, Capital Markets, Due Diligence, Enterprise Risk..., Fixed Income, Counterparty Risk, Portfolio Risk..., Portfolio Performance..., Mentoring, Derivatives, Structured Products, Leadership, Investment Banking
Education
The Ohio State University 1991 — 1995
Ph.D., Accounting
University of Southern Mississippi 1990 — 1991
MBA, Emphasis in Finance
University of Southern Mississippi
BSBA, Accounting
Kyle Penney's Coopers & Lybrand LLP Experience May 1995 - February 1998
Job President at East Texas Communities Foundation
Industry Nonprofit Organization Management
Experience
East Texas Communities Foundation August 2006 - Present
Children's Medical Center November 2002 - August 2006
Baylor University 1998 - 2002
Coopers & Lybrand, L.L.P. May 1995 - February 1998
Baylor University July 1991 - March 1995
Skills
Marketing, Management, Nonprofits, Non-profits, Strategic Planning, Advertising, Volunteer Management, Fundraising, Budgets, Customer Service, Microsoft Office, Outlook, Leadership, Event Management, Team Building, Healthcare, Public Speaking, Research, Public Relations, Leadership Development, Program Management, Organizational..., Training
Education
Baylor University - Hankamer School of Business 1990 — 1995
MBA, General Business
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting/Finance
East Texas Communities Foundation August 2006 - Present
Children's Medical Center November 2002 - August 2006
Baylor University 1998 - 2002
Coopers & Lybrand, L.L.P. May 1995 - February 1998
Baylor University July 1991 - March 1995
Skills
Marketing, Management, Nonprofits, Non-profits, Strategic Planning, Advertising, Volunteer Management, Fundraising, Budgets, Customer Service, Microsoft Office, Outlook, Leadership, Event Management, Team Building, Healthcare, Public Speaking, Research, Public Relations, Leadership Development, Program Management, Organizational..., Training
Education
Baylor University - Hankamer School of Business 1990 — 1995
MBA, General Business
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting/Finance
Kathleen Chagnon Little's Coopers & Lybrand LLP Experience August 1987 - March 1995
Job Accounting Consultant
Industry Accounting
Experience
Vinco Properties October 2008 - May 2011
Veroxity Technology Partners July 2006 - July 2008
Kathleen C. Little, CPA September 1999 - September 2006
Centennial Technologies, Inc. August 1996 - May 1999
Indigo America, Inc. May 1995 - July 1996
Coopers & Lybrand, LLP August 1987 - March 1995
Skills
Revenue Recognition, SEC filings
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Accounting
Vinco Properties October 2008 - May 2011
Veroxity Technology Partners July 2006 - July 2008
Kathleen C. Little, CPA September 1999 - September 2006
Centennial Technologies, Inc. August 1996 - May 1999
Indigo America, Inc. May 1995 - July 1996
Coopers & Lybrand, LLP August 1987 - March 1995
Skills
Revenue Recognition, SEC filings
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Accounting
Dewayne Williams's Coopers & Lybrand LLP Experience May 1996 - April 1997
Job Accounting Professional
Industry Oil & Energy
Experience
Dewayne Williams CPA April 2012 - Present
Complete Production Services, Inc. May 2009 - April 2012
Complete Production Services, Inc. September 2005 - May 2009
Core Laboratories August 2004 - September 2005
Natco Group Inc. November 1999 - August 2004
Enron Corp/Azurix Corp May 1997 - November 1999
Coopers & Lybrand L.L.P. May 1996 - April 1997
Arthur Andersen LLP December 1992 - April 1996
Skills
Auditing, Accounting, SEC Financial Reporting, Treasury Management, Financial Management..., Internal Financial..., Capital Budgeting, Department Budget..., ERP Implementation..., Variance Analysis, GAAP, Sarbanes-Oxley Act
Education
University of Houston 1990 — 1992
Bachelor of Business Administration (BBA), Accounting, 3.61
Our Lady of the Lake University 1988 — 1990
Accounting, 3.7
Dewayne Williams CPA April 2012 - Present
Complete Production Services, Inc. May 2009 - April 2012
Complete Production Services, Inc. September 2005 - May 2009
Core Laboratories August 2004 - September 2005
Natco Group Inc. November 1999 - August 2004
Enron Corp/Azurix Corp May 1997 - November 1999
Coopers & Lybrand L.L.P. May 1996 - April 1997
Arthur Andersen LLP December 1992 - April 1996
Skills
Auditing, Accounting, SEC Financial Reporting, Treasury Management, Financial Management..., Internal Financial..., Capital Budgeting, Department Budget..., ERP Implementation..., Variance Analysis, GAAP, Sarbanes-Oxley Act
Education
University of Houston 1990 — 1992
Bachelor of Business Administration (BBA), Accounting, 3.61
Our Lady of the Lake University 1988 — 1990
Accounting, 3.7