Coopers & Lybrand (now PricewaterhouseCoopers)
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Coopers & Lybrand (now PricewaterhouseCoopers) Employees
Employee
Years
Job
Industry
Heidi Locker-Scheer Heidi Locker-Scheer's Coopers & Lybrand (now PricewaterhouseCoopers) Experience October 1991 - March 1997
Job Business Analyst and Quality Assurance Specialist
Industry Information Technology and Services
Experience
PricewaterhouseCoopers April 2004 - February 2011
Northern Trust April 2001 - April 2002
Improvize Consulting October 1998 - March 2001
Coopers & Lybrand (now PricewaterhouseCoopers) October 1991 - March 1997
Galileo International (at the time known as 'Covia Partnership') April 1988 - October 1991
Kraft Foods March 1987 - April 1988
Owens Corning Fiberglas June 1985 - March 1987
Skills
Quality Center, Training, Negotiation, PowerBuilder, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Visio, Business Intelligence, Project Management, Knowledge Management, Data Analysis, Management, Analysis, Software Project..., Quality Assurance, Program Management, Software Documentation, Business Process, Strategy, Databases, Leadership, Testing, SharePoint, IT Strategy, Information Technology, Agile Methodologies, CRM, User Acceptance Testing, Team Building, PMP, Consulting, Project Portfolio..., Vendor Management, Cross-functional Team..., IT Management, PMO, Strategic Planning, MS Project, Management Consulting, Governance
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Management Information Systems
Tilburg University 1984 — 1984
International Business, European Aspects of International Business
University of Wisconsin-Madison 1979 — 1983
BBA, Double major: Marketing & Administrative Management
PricewaterhouseCoopers April 2004 - February 2011
Northern Trust April 2001 - April 2002
Improvize Consulting October 1998 - March 2001
Coopers & Lybrand (now PricewaterhouseCoopers) October 1991 - March 1997
Galileo International (at the time known as 'Covia Partnership') April 1988 - October 1991
Kraft Foods March 1987 - April 1988
Owens Corning Fiberglas June 1985 - March 1987
Skills
Quality Center, Training, Negotiation, PowerBuilder, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, Business Process..., Visio, Business Intelligence, Project Management, Knowledge Management, Data Analysis, Management, Analysis, Software Project..., Quality Assurance, Program Management, Software Documentation, Business Process, Strategy, Databases, Leadership, Testing, SharePoint, IT Strategy, Information Technology, Agile Methodologies, CRM, User Acceptance Testing, Team Building, PMP, Consulting, Project Portfolio..., Vendor Management, Cross-functional Team..., IT Management, PMO, Strategic Planning, MS Project, Management Consulting, Governance
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Management Information Systems
Tilburg University 1984 — 1984
International Business, European Aspects of International Business
University of Wisconsin-Madison 1979 — 1983
BBA, Double major: Marketing & Administrative Management
Bruce McKerrall Bruce McKerrall's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1978 - 1983
Job Consumer Direct Controller at Carhartt
Industry Consumer Goods
Experience
Carhartt 2012 - Present
WWRD US, LLC 2009 - 2011
Waterford Wedgwood USA, Inc. 2005 - 2009
Shore Point Distributors Company, Inc. 2004 - 2005
Royal Doulton USA Inc. 1988 - 2003
Royal Doulton Canada Limited 1983 - 1988
Coopers & Lybrand (now PricewaterhouseCoopers) 1978 - 1983
Skills
Finance, Corporate Finance, Accounting, Strategic Planning, Business Planning, Financial Analysis, Financial Reporting, Budgets, Forecasting, P&L Management, Wholesale, Retail, E-commerce, Consumer Goods, Luxury Goods, Cross-functional Team..., Leadership, Continuous Improvement, Change Management, Working Capital..., Risk Management, Corporate Restructuring, Internal Controls, Project Management, Project Planning, Acquisition Due..., P&L, Inventory Management
Education
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario)
Chartered Professional Accountant (CPA), Chartered Accountant (CA)
McMaster University
Bachelor of Commerce (B Comm)
Carhartt 2012 - Present
WWRD US, LLC 2009 - 2011
Waterford Wedgwood USA, Inc. 2005 - 2009
Shore Point Distributors Company, Inc. 2004 - 2005
Royal Doulton USA Inc. 1988 - 2003
Royal Doulton Canada Limited 1983 - 1988
Coopers & Lybrand (now PricewaterhouseCoopers) 1978 - 1983
Skills
Finance, Corporate Finance, Accounting, Strategic Planning, Business Planning, Financial Analysis, Financial Reporting, Budgets, Forecasting, P&L Management, Wholesale, Retail, E-commerce, Consumer Goods, Luxury Goods, Cross-functional Team..., Leadership, Continuous Improvement, Change Management, Working Capital..., Risk Management, Corporate Restructuring, Internal Controls, Project Management, Project Planning, Acquisition Due..., P&L, Inventory Management
Education
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario)
Chartered Professional Accountant (CPA), Chartered Accountant (CA)
McMaster University
Bachelor of Commerce (B Comm)
Nancy Morris Nancy Morris's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1987 - December 1988
Job Finance and Accounting Professional
Industry Financial Services
Experience
Agendia, Inc. July 2013 - October 2014
PathCentral, Inc. July 2011 - July 2013
Colony Capital 2010 - 2011
Deutsche Bank 1994 - 2009
Kenneth Leventhal & Co (now Ernst and Young) December 1988 - May 1993
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1987 - December 1988
Skills
Accounting, Due Diligence, Financial Modeling, Financial Analysis, Cash Management, Forecasting, Financial Reporting, Risk Management, Analysis, Internal Controls, Strategy, Auditing, Finance, Mergers & Acquisitions, Strategic Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration (Accounting)
Golden Gate University
Master of Science, Taxation
University High School
Agendia, Inc. July 2013 - October 2014
PathCentral, Inc. July 2011 - July 2013
Colony Capital 2010 - 2011
Deutsche Bank 1994 - 2009
Kenneth Leventhal & Co (now Ernst and Young) December 1988 - May 1993
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1987 - December 1988
Skills
Accounting, Due Diligence, Financial Modeling, Financial Analysis, Cash Management, Forecasting, Financial Reporting, Risk Management, Analysis, Internal Controls, Strategy, Auditing, Finance, Mergers & Acquisitions, Strategic Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration (Accounting)
Golden Gate University
Master of Science, Taxation
University High School
Dwight Stenseth Dwight Stenseth's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1991 - 1997
Job Vice President at International Risk Group
Industry Real Estate
Experience
International Risk Group 2010 - Present
Realty Capital Solutions 2009 - January 2011
Cherokee Investment Partners April 1997 - October 2008
Coopers & Lybrand (now PriceWaterhouseCoopers) 1991 - 1997
Skills
Asset Managment, Real Estate Development, Banking, Restructuring, Real Estate, Loans, Investments, Sellers, Real Estate Economics, Investment Properties, Short Sales, Asset Management, Real Estate Transactions, Finance
Education
Regis University
MBA, Business Administration
International Risk Group 2010 - Present
Realty Capital Solutions 2009 - January 2011
Cherokee Investment Partners April 1997 - October 2008
Coopers & Lybrand (now PriceWaterhouseCoopers) 1991 - 1997
Skills
Asset Managment, Real Estate Development, Banking, Restructuring, Real Estate, Loans, Investments, Sellers, Real Estate Economics, Investment Properties, Short Sales, Asset Management, Real Estate Transactions, Finance
Education
Regis University
MBA, Business Administration
Denise W. Streeter, Ph.D., CPA Denise W. Streeter, Ph.D., CPA's Coopers & Lybrand (now PricewaterhouseCoopers) Experience August 1984 - September 1986
Job Assistant Professor of Finance at Howard University
Industry Higher Education
Experience
Howard University August 2015 - Present
Penn State University-York Campus August 2014 - August 2015
University of Maryland University College November 2011 - July 2014
Johns Hopkins University; Carey Business School December 2011 - December 2013
Old Dominion University August 2007 - May 2010
National 4-H Council June 1992 - August 2006
F.S. Taylor and Associates January 1989 - June 1992
ICMA-RC September 1986 - January 1989
COOPERS & LYBRAND (now PricewaterhouseCoopers) August 1984 - September 1986
Skills
Economics, Finance, Grants, Non-profits, Research, Higher Education, Community Outreach, Public Speaking, Teaching, Leadership Development, University Teaching, Volunteer Management, Strategic Planning, Program Development, Statistics, Nonprofits
Education
Old Dominion University - College of Business and Public Administration 2007 — 2013
Doctor of Philosophy (PhD), Finance, with an international emphasis
Old Dominion University - College of Business and Public Administration 2007 — 2012
Master of Arts (M.A.), Economics
The Johns Hopkins University - Carey Business School 2000 — 2005
Master of Science, Finance
Howard University 1980 — 1984
Bachelor, Accounting (magna cum laude)
Howard University August 2015 - Present
Penn State University-York Campus August 2014 - August 2015
University of Maryland University College November 2011 - July 2014
Johns Hopkins University; Carey Business School December 2011 - December 2013
Old Dominion University August 2007 - May 2010
National 4-H Council June 1992 - August 2006
F.S. Taylor and Associates January 1989 - June 1992
ICMA-RC September 1986 - January 1989
COOPERS & LYBRAND (now PricewaterhouseCoopers) August 1984 - September 1986
Skills
Economics, Finance, Grants, Non-profits, Research, Higher Education, Community Outreach, Public Speaking, Teaching, Leadership Development, University Teaching, Volunteer Management, Strategic Planning, Program Development, Statistics, Nonprofits
Education
Old Dominion University - College of Business and Public Administration 2007 — 2013
Doctor of Philosophy (PhD), Finance, with an international emphasis
Old Dominion University - College of Business and Public Administration 2007 — 2012
Master of Arts (M.A.), Economics
The Johns Hopkins University - Carey Business School 2000 — 2005
Master of Science, Finance
Howard University 1980 — 1984
Bachelor, Accounting (magna cum laude)
Laura Ring Laura Ring's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1991 - 1996
Job Director of Tax Services at HPC.
Industry Accounting
Experience
HPC November 2014 - Present
Metcalf Davis, CPA's February 2013 - November 2014
Andersen Tax (Formerly WTAS) July 2011 - 2013
Mass Technology Leadership Council July 2010 - July 2011
Castile Ventures July 2006 - July 2010
JA 2004 - 2006
Good Will Hinckley 2002 - 2005
ASP IC 2000 - 2001
Coopers & Lybrand (now PricewaterhouseCoopers) 1991 - 1996
Skills
Business Strategy, Mergers, Entrepreneurship, Start-ups, Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, Strategy, Strategic Planning, Due Diligence, Investments, Tax, Financial Modeling, CPA, Corporate Finance, Financial Analysis, Valuation, Portfolio Management
Education
Suffolk University 2010 — 2011
Masters
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
SM
University of New Hampshire -- Peter T. Paul College of Business and Economics 1982 — 1986
BS
HPC November 2014 - Present
Metcalf Davis, CPA's February 2013 - November 2014
Andersen Tax (Formerly WTAS) July 2011 - 2013
Mass Technology Leadership Council July 2010 - July 2011
Castile Ventures July 2006 - July 2010
JA 2004 - 2006
Good Will Hinckley 2002 - 2005
ASP IC 2000 - 2001
Coopers & Lybrand (now PricewaterhouseCoopers) 1991 - 1996
Skills
Business Strategy, Mergers, Entrepreneurship, Start-ups, Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, Strategy, Strategic Planning, Due Diligence, Investments, Tax, Financial Modeling, CPA, Corporate Finance, Financial Analysis, Valuation, Portfolio Management
Education
Suffolk University 2010 — 2011
Masters
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
SM
University of New Hampshire -- Peter T. Paul College of Business and Economics 1982 — 1986
BS
Cheri Giglia Cheri Giglia's Coopers & Lybrand (now PricewaterhouseCoopers) Experience September 1993 - December 1997
Job Managing Director at Supporting Strategies | North Shore Long Island
Industry Accounting
Experience
CME Group August 2011 - April 2013
Fizzback Group Ltd April 2010 - March 2011
FXMarketSpace October 2006 - January 2010
TradingPartners June 2005 - October 2006
Gullivers Travel Associates March 2004 - March 2005
Nuance Communications (Previously Scansoft; SpeechWorks) September 2001 - December 2003
Nuance Communications (Previously Scansoft; SpeechWorks) January 2000 - August 2001
John Hancock January 1998 - December 1999
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1993 - December 1997
Skills
Financial Reporting, Start-ups, Risk Management, Venture Capital, Qualified Chartered..., CPA, Management, Financial Audits, Accounting, Managerial Finance, Financial Modeling, Finance, IFRS, Auditing, Financial Services, Executive Management, Internal Controls, Leadership, Due Diligence, Internal Audit
Education
University of Hartford 1991 — 1993
MBA, International Business
Marist College 1987 — 1991
Bachelor of Science, Accounting
CME Group August 2011 - April 2013
Fizzback Group Ltd April 2010 - March 2011
FXMarketSpace October 2006 - January 2010
TradingPartners June 2005 - October 2006
Gullivers Travel Associates March 2004 - March 2005
Nuance Communications (Previously Scansoft; SpeechWorks) September 2001 - December 2003
Nuance Communications (Previously Scansoft; SpeechWorks) January 2000 - August 2001
John Hancock January 1998 - December 1999
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1993 - December 1997
Skills
Financial Reporting, Start-ups, Risk Management, Venture Capital, Qualified Chartered..., CPA, Management, Financial Audits, Accounting, Managerial Finance, Financial Modeling, Finance, IFRS, Auditing, Financial Services, Executive Management, Internal Controls, Leadership, Due Diligence, Internal Audit
Education
University of Hartford 1991 — 1993
MBA, International Business
Marist College 1987 — 1991
Bachelor of Science, Accounting
Tim Saunders Tim Saunders's Coopers & Lybrand (now PricewaterhouseCoopers) Experience June 1983 - July 1992
Job Senior Vice President & CFO
Industry Executive Office
Experience
Canopy Growth Corporation (CGC, TSX:V) June 2015 - Present
Black Canvas Consulting Inc. August 2013 - Present
Export Development Canada Exportation et développement Canada - EDC September 2014 - May 2015
Plasco Energy Group Inc. November 2006 - August 2013
Vodafone CZ a.s. June 2005 - November 2006
Oskar Mobil a.s. September 2004 - June 2005
Zarlink Semiconductor (now Microsemi) February 2001 - July 2003
Mitel Corporation July 1992 - February 2001
Coopers & Lybrand (now PricewaterhouseCoopers) June 1983 - July 1992
Skills
Mergers, Leadership, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Corporate Finance, Finance, Mergers & Acquisitions, Risk Management, Due Diligence, Business Planning, Business Strategy, Strategy, Start-ups, Budgets, Strategic Planning, Executive Management, Business Development, New Business Development, Change Management, Financial Modeling, Process Improvement, Accounting, Analysis, Financial Reporting, Management, Private Equity, Contract Negotiation, Strategic Financial..., Business Process..., Leadership Development, Executive Coaching
Education
Canadian Institute of Chartered Accountants
CPA, CA
The University of Western Ontario - Richard Ivey School of Business
Certificate, Ivey Executive Program, Business Strategy, Management & Leadership
Bishop's University
BBA, Business
Canopy Growth Corporation (CGC, TSX:V) June 2015 - Present
Black Canvas Consulting Inc. August 2013 - Present
Export Development Canada Exportation et développement Canada - EDC September 2014 - May 2015
Plasco Energy Group Inc. November 2006 - August 2013
Vodafone CZ a.s. June 2005 - November 2006
Oskar Mobil a.s. September 2004 - June 2005
Zarlink Semiconductor (now Microsemi) February 2001 - July 2003
Mitel Corporation July 1992 - February 2001
Coopers & Lybrand (now PricewaterhouseCoopers) June 1983 - July 1992
Skills
Mergers, Leadership, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Corporate Finance, Finance, Mergers & Acquisitions, Risk Management, Due Diligence, Business Planning, Business Strategy, Strategy, Start-ups, Budgets, Strategic Planning, Executive Management, Business Development, New Business Development, Change Management, Financial Modeling, Process Improvement, Accounting, Analysis, Financial Reporting, Management, Private Equity, Contract Negotiation, Strategic Financial..., Business Process..., Leadership Development, Executive Coaching
Education
Canadian Institute of Chartered Accountants
CPA, CA
The University of Western Ontario - Richard Ivey School of Business
Certificate, Ivey Executive Program, Business Strategy, Management & Leadership
Bishop's University
BBA, Business
Phil Donenberg's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1982 - 1983
Job SVP of Finance | CFO | Board Member | Healthcare | Life Sciences | Biotech | Pharma | Medical Devices | Diagnostics
Industry Pharmaceuticals
Experience
RestorGenex Corporation 2014 - Present
7 Wire Ventures, LLC 2013 - 2014
BioSante Pharmaceuticals, Inc. (now ANI Pharmaceuticals, Inc.) 1998 - June 2013
Unimed Pharmaceuticals, Inc. (now AbbVie Inc.) 1995 - 1998
Molecular Geriatrics Corp / Applied Neurosolutions 1993 - 1995
Xtramedics / Athena Medical Corporation 1990 - 1993
KOS Industries 1987 - 1990
Frost, Ruttenberg, & Rothblatt, PC 1984 - 1987
Chicago Board of Trade 1983 - 1984
Coopers & Lybrand (now PriceWaterhouseCoopers) 1982 - 1983
Skills
Finance, Mergers & Acquisitions, Auditing, Mergers, Sarbanes-Oxley Act, Equities, Accounting, Entrepreneurship, Human Resources, Public Companies, SEC Financial Reporting, Due Diligence, Investor Relations, Financial Analysis, Managerial Finance, Business Development, Pharmaceutical Industry, Executive Management, Management, Cross-functional Team..., Board of Directors, Investment Banking, Treasury Management, Business Strategy, Strategic Planning, Biotechnology, Financial Modeling, Venture Capital, Banking, Budgets, Financial Reporting, Sarbanes-Oxley, Leadership, Corporate Finance, Valuation, Vendor Management, Board of Director..., Board of Director..., Equity Financings, M&A and Business..., Business Development &..., Investor Relations &..., Accounting, Audit,..., Budgeting & Forecasting, Investment Bank &..., Venture Management
Education
University of Illinois at Urbana-Champaign 1979 — 1982
Bachelor of Science (B.S.), Accountancy
RestorGenex Corporation 2014 - Present
7 Wire Ventures, LLC 2013 - 2014
BioSante Pharmaceuticals, Inc. (now ANI Pharmaceuticals, Inc.) 1998 - June 2013
Unimed Pharmaceuticals, Inc. (now AbbVie Inc.) 1995 - 1998
Molecular Geriatrics Corp / Applied Neurosolutions 1993 - 1995
Xtramedics / Athena Medical Corporation 1990 - 1993
KOS Industries 1987 - 1990
Frost, Ruttenberg, & Rothblatt, PC 1984 - 1987
Chicago Board of Trade 1983 - 1984
Coopers & Lybrand (now PriceWaterhouseCoopers) 1982 - 1983
Skills
Finance, Mergers & Acquisitions, Auditing, Mergers, Sarbanes-Oxley Act, Equities, Accounting, Entrepreneurship, Human Resources, Public Companies, SEC Financial Reporting, Due Diligence, Investor Relations, Financial Analysis, Managerial Finance, Business Development, Pharmaceutical Industry, Executive Management, Management, Cross-functional Team..., Board of Directors, Investment Banking, Treasury Management, Business Strategy, Strategic Planning, Biotechnology, Financial Modeling, Venture Capital, Banking, Budgets, Financial Reporting, Sarbanes-Oxley, Leadership, Corporate Finance, Valuation, Vendor Management, Board of Director..., Board of Director..., Equity Financings, M&A and Business..., Business Development &..., Investor Relations &..., Accounting, Audit,..., Budgeting & Forecasting, Investment Bank &..., Venture Management
Education
University of Illinois at Urbana-Champaign 1979 — 1982
Bachelor of Science (B.S.), Accountancy
Yale Brown's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1987 - 1990
Job Managing Partner, Columbus Ventures
Industry Venture Capital & Private Equity
Experience
Columbus Ventures October 2003 - Present
IMS Ventures January 1999 - Present
24/7 Media April 1998 - January 1999
Intelligent Interactions Corporation February 1995 - April 1998
Oracle May 1990 - February 1995
COOPERS & LYBRAND (now PricewaterhouseCoopers) 1987 - 1990
Booz Allen Hamilton January 1981 - May 1987
Federal Reserve Board April 1978 - January 1980
Skills
Venture Capital, Strategic Partnerships, Corporate Development, Mergers, Entrepreneurship, Start-ups, Strategy, Business Strategy, Turn Around Management, Private Equity, Business Development, Management Consulting, Corporate Finance, Product Management, Cloud Computing, Mergers & Acquisitions
Education
The George Washington University - School of Business 1976 — 1981
MBA, Applied Economics
The George Washington University 1972 — 1976
BA, Political Science
Columbus Ventures October 2003 - Present
IMS Ventures January 1999 - Present
24/7 Media April 1998 - January 1999
Intelligent Interactions Corporation February 1995 - April 1998
Oracle May 1990 - February 1995
COOPERS & LYBRAND (now PricewaterhouseCoopers) 1987 - 1990
Booz Allen Hamilton January 1981 - May 1987
Federal Reserve Board April 1978 - January 1980
Skills
Venture Capital, Strategic Partnerships, Corporate Development, Mergers, Entrepreneurship, Start-ups, Strategy, Business Strategy, Turn Around Management, Private Equity, Business Development, Management Consulting, Corporate Finance, Product Management, Cloud Computing, Mergers & Acquisitions
Education
The George Washington University - School of Business 1976 — 1981
MBA, Applied Economics
The George Washington University 1972 — 1976
BA, Political Science
Pam Fuchs's Coopers & Lybrand (now PricewaterhouseCoopers) Experience September 1981 - November 1984
Job Special Projects ◆ Accountant ◆ Auditor ◆ Process Specialist ◆ 5124878249 ◆ pamfuchs@hotmail.com
Industry Accounting
Experience
Parents' Home March 2008 - Present
Various Clients April 2000 - March 2008
Boulder Chamber of Commerce August 2002 - February 2003
Cyborg Systems, Inc. (now Accero) June 1991 - April 2000
Tribune Company February 1988 - June 1990
Wilson Jones Company (now a business unit of ACCO Brands, Inc.) November 1984 - January 1988
Coopers & Lybrand (now PricewaterhouseCoopers) September 1981 - November 1984
Skills
Auditing, Public Speaking, Accounting, Customer Service, Community Outreach, Sarbanes-Oxley Act, Account Reconciliation, Event Planning, Non-profits, Budgets, Leadership, Nonprofits, Process Improvement
Education
DePaul University 1979 — 1981
Masters of Science in Accountancy
Sam Houston State University
Bachelor of Arts in Teaching
Parents' Home March 2008 - Present
Various Clients April 2000 - March 2008
Boulder Chamber of Commerce August 2002 - February 2003
Cyborg Systems, Inc. (now Accero) June 1991 - April 2000
Tribune Company February 1988 - June 1990
Wilson Jones Company (now a business unit of ACCO Brands, Inc.) November 1984 - January 1988
Coopers & Lybrand (now PricewaterhouseCoopers) September 1981 - November 1984
Skills
Auditing, Public Speaking, Accounting, Customer Service, Community Outreach, Sarbanes-Oxley Act, Account Reconciliation, Event Planning, Non-profits, Budgets, Leadership, Nonprofits, Process Improvement
Education
DePaul University 1979 — 1981
Masters of Science in Accountancy
Sam Houston State University
Bachelor of Arts in Teaching
Charles Curtis Charles Curtis's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1984 - 1992
Job Firmwide Director of Attorney Recruiting, Pillsbury Winthrop Shaw Pittman
Industry Legal Services
Experience
Pillsbury Winthrop Shaw Pittman March 2007 - Present
Mitchell Silberberg & Knupp April 2001 - February 2007
Need2Buy.com April 2000 - December 2000
Latham & Watkins October 1995 - April 2000
BDO Seidman March 1992 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1992
University of Southern California January 1982 - March 1984
Los Angeles Unified School District, September 1977 - June 1980
Skills
Corporate Governance, Employment Law, Litigation, Mediation, Recruiting, Mergers, Intellectual Property, Legal Writing, Legal Research, Employee Benefits, Litigation Support, Mergers & Acquisitions, Strategy, Corporate Law, Human Resources, Talent Acquisition, Coaching
Education
The Coaches Training Institute – CTI 2010 — 2011
Coaching
San Diego State University-California State University 1980 — 1981
MS, Counseling
Seattle University 1972 — 1977
BA, Education/History
Pillsbury Winthrop Shaw Pittman March 2007 - Present
Mitchell Silberberg & Knupp April 2001 - February 2007
Need2Buy.com April 2000 - December 2000
Latham & Watkins October 1995 - April 2000
BDO Seidman March 1992 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1992
University of Southern California January 1982 - March 1984
Los Angeles Unified School District, September 1977 - June 1980
Skills
Corporate Governance, Employment Law, Litigation, Mediation, Recruiting, Mergers, Intellectual Property, Legal Writing, Legal Research, Employee Benefits, Litigation Support, Mergers & Acquisitions, Strategy, Corporate Law, Human Resources, Talent Acquisition, Coaching
Education
The Coaches Training Institute – CTI 2010 — 2011
Coaching
San Diego State University-California State University 1980 — 1981
MS, Counseling
Seattle University 1972 — 1977
BA, Education/History
Bruce Greenfield Bruce Greenfield's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1986 - 1991
Job Program Director at Business Enterprise Mapping
Industry Management Consulting
Experience
Business Enterprise Mapping December 2013 - Present
B. Greenfield & Associates 1991 - Present
Diversity Matters 2005 - Present
Capital University 2003 - 2009
Coopers & Lybrand (now PricewaterhouseCoopers) 1986 - 1991
KMG Main Hurdman (now KPMG) 1981 - 1985
Skills
Organizational..., Change Management, Public Speaking, Management Consulting, Leadership, Training, Project Management, Project Planning, Operations Management, Leadership Development, Teaching, Management, Strategy
Education
University of Michigan 1973 — 1975
MBA, Operations Research & Management Science
Purdue University - Krannert School of Management 1969 — 1972
BSIM, Industrial Management
Business Enterprise Mapping December 2013 - Present
B. Greenfield & Associates 1991 - Present
Diversity Matters 2005 - Present
Capital University 2003 - 2009
Coopers & Lybrand (now PricewaterhouseCoopers) 1986 - 1991
KMG Main Hurdman (now KPMG) 1981 - 1985
Skills
Organizational..., Change Management, Public Speaking, Management Consulting, Leadership, Training, Project Management, Project Planning, Operations Management, Leadership Development, Teaching, Management, Strategy
Education
University of Michigan 1973 — 1975
MBA, Operations Research & Management Science
Purdue University - Krannert School of Management 1969 — 1972
BSIM, Industrial Management
Barry Hogan Barry Hogan's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1981 - 1983
Job Dean, Academic Planning and Quality Assurance at BCIT
Industry Higher Education
Experience
BCIT June 2013 - Present
British Columbia Institute of Technology June 2011 - June 2013
British Columbia Institute of Technology 2009 - June 2011
BCIT 2002 - 2009
Mark Anthony Group 1999 - 2001
Parmalat Canada 1987 - 1999
Beatrice Foods Inc. 1987 - 1997
Warner Lambert 1984 - 1986
Coopers & Lybrand (now PriceWaterhouseCoopers) 1981 - 1983
Skills
Strategic Planning, Higher Education, Public Speaking, Leadership, Adult Education, Program Development, Coaching, Curriculum Development, Leadership Development, Research, Entrepreneurship, Strategy, Organizational..., Marketing, Marketing Management, Teaching, Fundraising, Program Management, E-Learning, Instructional Design, Team Building, Nonprofits, Change Management, Training, Event Planning, Business Planning, Analysis, Workshop Facilitation, Management Consulting, Team Leadership, Staff Development, Event Management, Project Management, Marketing Communications, Proposal Writing, Market Research, Policy, Business Strategy, Data Analysis, Budgets, Management, Social Media, Qualitative Research, Project Planning, Social Networking, Career Development, Conflict Resolution, Executive Coaching, Career Counseling
Education
Simon Fraser University 2006 — 2010
Ed.D., Doctorate in Educational Leadership (higher education sector)
University of Toronto - Rotman School of Management 1983 — 1984
MBA, Marketing
University of Windsor 1977 — 1981
BComm. (Honours), Accounting and Finance
BCIT June 2013 - Present
British Columbia Institute of Technology June 2011 - June 2013
British Columbia Institute of Technology 2009 - June 2011
BCIT 2002 - 2009
Mark Anthony Group 1999 - 2001
Parmalat Canada 1987 - 1999
Beatrice Foods Inc. 1987 - 1997
Warner Lambert 1984 - 1986
Coopers & Lybrand (now PriceWaterhouseCoopers) 1981 - 1983
Skills
Strategic Planning, Higher Education, Public Speaking, Leadership, Adult Education, Program Development, Coaching, Curriculum Development, Leadership Development, Research, Entrepreneurship, Strategy, Organizational..., Marketing, Marketing Management, Teaching, Fundraising, Program Management, E-Learning, Instructional Design, Team Building, Nonprofits, Change Management, Training, Event Planning, Business Planning, Analysis, Workshop Facilitation, Management Consulting, Team Leadership, Staff Development, Event Management, Project Management, Marketing Communications, Proposal Writing, Market Research, Policy, Business Strategy, Data Analysis, Budgets, Management, Social Media, Qualitative Research, Project Planning, Social Networking, Career Development, Conflict Resolution, Executive Coaching, Career Counseling
Education
Simon Fraser University 2006 — 2010
Ed.D., Doctorate in Educational Leadership (higher education sector)
University of Toronto - Rotman School of Management 1983 — 1984
MBA, Marketing
University of Windsor 1977 — 1981
BComm. (Honours), Accounting and Finance
Robert Hansel Robert Hansel's Coopers & Lybrand (now PricewaterhouseCoopers) Experience August 1990 - June 1992
Job President & Lead RACF Specialist at RSH Consulting, Inc.
Industry Information Technology and Services
Experience
RSH Consulting, Inc. July 1992 - Present
Coopers & Lybrand (now Pricewaterhousecoopers) August 1990 - June 1992
Fairfax County Government December 1986 - June 1990
Advanced Information Management July 1985 - December 1986
George Washington University February 1984 - August 1985
Advanced Technology, Inc. of Reston, VA July 1984 - July 1985
United States Marine Corps June 1976 - July 1984
Skills
REXX, RACF, Information Security, Mainframe, Access, Auditing, z/OS, IBM Mainframe, TSO, Information Security..., MVS, Computer Security, Security, SDSF, CICS, Security Audits, TCP/IP, Security Policy, z/OS Unix, DFSORT, Information Technology, IT Audit, VTAM, Security Awareness, Application Security
Education
Miami University 1972 — 1976
B.S., Systems Analysis
Northmont HS 1968 — 1972
RSH Consulting, Inc. July 1992 - Present
Coopers & Lybrand (now Pricewaterhousecoopers) August 1990 - June 1992
Fairfax County Government December 1986 - June 1990
Advanced Information Management July 1985 - December 1986
George Washington University February 1984 - August 1985
Advanced Technology, Inc. of Reston, VA July 1984 - July 1985
United States Marine Corps June 1976 - July 1984
Skills
REXX, RACF, Information Security, Mainframe, Access, Auditing, z/OS, IBM Mainframe, TSO, Information Security..., MVS, Computer Security, Security, SDSF, CICS, Security Audits, TCP/IP, Security Policy, z/OS Unix, DFSORT, Information Technology, IT Audit, VTAM, Security Awareness, Application Security
Education
Miami University 1972 — 1976
B.S., Systems Analysis
Northmont HS 1968 — 1972
Jon Killmer Jon Killmer's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1964 - 1996
Job Chairman of the board at Blue Plus, a Minnesota based HMO
Industry Accounting
Experience
Blue Plus, a Minnesota based HMO 2008 - Present
PricewaterhouseCoopers September 1996 - Present
KV Pharmaceutical 2006 - 2010
Hypercom Corporation 1999 - 2003
Digi International 1996 - 1998
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 1996
Coopers & Lybrand 1964 - 1996
Skills
Due Diligence, Management Consulting, Internal Controls, Tax, Mergers, SEC filings, Process Improvement, Financial Reporting, Corporate Governance, Accounting, Sarbanes-Oxley Act, Strategic Planning, Change Management, Business Process..., Internal Audit, Mergers & Acquisitions, Management, Managerial Finance, Finance, Financial Analysis, SEC Filings
Education
University of Missouri-Columbia, College of Business 1959 — 1964
M.A. in accounting; BSBA ,cum laude, Finance and Accounting, Accounting and Finance
Blue Plus, a Minnesota based HMO 2008 - Present
PricewaterhouseCoopers September 1996 - Present
KV Pharmaceutical 2006 - 2010
Hypercom Corporation 1999 - 2003
Digi International 1996 - 1998
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 1996
Coopers & Lybrand 1964 - 1996
Skills
Due Diligence, Management Consulting, Internal Controls, Tax, Mergers, SEC filings, Process Improvement, Financial Reporting, Corporate Governance, Accounting, Sarbanes-Oxley Act, Strategic Planning, Change Management, Business Process..., Internal Audit, Mergers & Acquisitions, Management, Managerial Finance, Finance, Financial Analysis, SEC Filings
Education
University of Missouri-Columbia, College of Business 1959 — 1964
M.A. in accounting; BSBA ,cum laude, Finance and Accounting, Accounting and Finance
Art Locke Art Locke's Coopers & Lybrand (now PricewaterhouseCoopers) Experience December 1988 - July 1991
Job
Industry Computer Software
Experience
Websense July 2009 - September 2011
MicroStrategy January 2001 - March 2009
International Country Club January 1998 - December 2001
Metropolitan Area Networks February 2000 - January 2001
EIS International, Inc. March 1997 - February 2000
Biospherics Incorporated August 1994 - March 1996
NVR, Inc. July 1991 - August 1994
Coopers & Lybrand (now PricewaterhouseCoopers) December 1988 - July 1991
Touche Ross & Co. (now Deloitte) September 1986 - December 1988
Skills
Revenue Recognition, Financial Reporting, Accounting, Financial Planning, Analysis, Investor Relations, Financial Analysis, Forecasting, Tax, US GAAP, Strategic Planning, Business Strategy, Business Process..., Financial Modeling, Budgeting, Strategic Financial..., Sarbanes-Oxley, Management, Budgets, Business Planning, Strategy, Finance, Mergers & Acquisitions, Start-ups, Leadership, Due Diligence, Cash Flow, Strategic Partnerships, Internal Audit, Cash Management, Sarbanes-Oxley Act
Education
American University - Kogod School of Business 1982 — 1986
BSBA, Accounting & Computer Systems
Websense July 2009 - September 2011
MicroStrategy January 2001 - March 2009
International Country Club January 1998 - December 2001
Metropolitan Area Networks February 2000 - January 2001
EIS International, Inc. March 1997 - February 2000
Biospherics Incorporated August 1994 - March 1996
NVR, Inc. July 1991 - August 1994
Coopers & Lybrand (now PricewaterhouseCoopers) December 1988 - July 1991
Touche Ross & Co. (now Deloitte) September 1986 - December 1988
Skills
Revenue Recognition, Financial Reporting, Accounting, Financial Planning, Analysis, Investor Relations, Financial Analysis, Forecasting, Tax, US GAAP, Strategic Planning, Business Strategy, Business Process..., Financial Modeling, Budgeting, Strategic Financial..., Sarbanes-Oxley, Management, Budgets, Business Planning, Strategy, Finance, Mergers & Acquisitions, Start-ups, Leadership, Due Diligence, Cash Flow, Strategic Partnerships, Internal Audit, Cash Management, Sarbanes-Oxley Act
Education
American University - Kogod School of Business 1982 — 1986
BSBA, Accounting & Computer Systems
Sandy Chambers Sandy Chambers's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1982 - August 1986
Job Executive Vice President / Director of Wealth and Trust Services at CapitalMark Bank & Trust
Industry Banking
Experience
CapitalMark Bank & Trust June 2015 - Present
Barnett & Company April 2015 - June 2015
Raymond James July 2011 - April 2015
FSGBank Wealth Management June 2004 - July 2011
AmSouth Bank/First American/Pioneer Bank August 1992 - June 2004
Ernst & Young CPAs August 1986 - August 1992
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1982 - August 1986
Skills
Estate Planning, Financial Analysis, Financial Planners, Securities, Investments, Financial Advisory, Portfolio Management, Banking, Finance, Tax, Risk Management, Mutual Funds, Wealth Management, Credit, Strategic Financial..., Commercial Banking, Budgets, Credit Analysis, Loans, Accounting, Management, Strategic Planning, Mortgage Lending, Investment Advisory, Sales, Series 7, Asset Management, Cash Management, Process Improvement, Financial Services, Training, Leadership, Financial Planning
Education
University of Georgia - Terry College of Business 1981 — 1982
Master's of Accountancy (MAcc), Taxation
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
CapitalMark Bank & Trust June 2015 - Present
Barnett & Company April 2015 - June 2015
Raymond James July 2011 - April 2015
FSGBank Wealth Management June 2004 - July 2011
AmSouth Bank/First American/Pioneer Bank August 1992 - June 2004
Ernst & Young CPAs August 1986 - August 1992
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1982 - August 1986
Skills
Estate Planning, Financial Analysis, Financial Planners, Securities, Investments, Financial Advisory, Portfolio Management, Banking, Finance, Tax, Risk Management, Mutual Funds, Wealth Management, Credit, Strategic Financial..., Commercial Banking, Budgets, Credit Analysis, Loans, Accounting, Management, Strategic Planning, Mortgage Lending, Investment Advisory, Sales, Series 7, Asset Management, Cash Management, Process Improvement, Financial Services, Training, Leadership, Financial Planning
Education
University of Georgia - Terry College of Business 1981 — 1982
Master's of Accountancy (MAcc), Taxation
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Bill Brauer Bill Brauer's Coopers & Lybrand (now PricewaterhouseCoopers) Experience May 1984 - December 1992
Job Executive Vice President at Christopher Newport University
Industry Higher Education
Experience
Christopher Newport University January 1992 - Present
COOPERS & LYBRAND (now PricewaterhouseCoopers) May 1984 - December 1992
PricewaterhouseCoopers 1983 - 1992
Davis & Phillips July 1978 - May 1980
Davis & Phillips 1978 - 1980
Elkman Advertising 1977 - 1978
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business Administration
Christopher Newport University 1974 — 1977
BSBA, Business Administation and Marketing
Virginia Polytechnic Institute and State University 1973 — 1974
Christopher Newport University January 1992 - Present
COOPERS & LYBRAND (now PricewaterhouseCoopers) May 1984 - December 1992
PricewaterhouseCoopers 1983 - 1992
Davis & Phillips July 1978 - May 1980
Davis & Phillips 1978 - 1980
Elkman Advertising 1977 - 1978
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business Administration
Christopher Newport University 1974 — 1977
BSBA, Business Administation and Marketing
Virginia Polytechnic Institute and State University 1973 — 1974
Daniel Paul Daniel Paul's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1984 - 1987
Job Senior VicePresident of Finance & Operations at LaunchSquad
Industry Public Relations and Communications
Experience
LaunchSquad January 2012 - Present
DeWinter Group June 2011 - January 2012
VISANOW January 2010 - June 2011
CFO Certainty February 2009 - January 2010
Gettys March 2005 - February 2009
Empire Home Services March 2002 - March 2005
Holly Hunt September 2000 - March 2002
Rand McNally September 1993 - September 2000
Kaufmann's Department Store - Division of May Department Stores 1986 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1987
Skills
Strategic Financial..., Internal Audit, Start-ups, Executive Management, Financial Services, Finance, Strategic Planning, Budgets, Business Planning, Accounting, Financial Reporting, Forecasting, Mergers, Financial Analysis, Entrepreneurship, Leadership, Financial Modeling, Project Planning, Management, Due Diligence, Financial Planning, Strategy, Internal Controls, Analysis, Human Resources, Mergers & Acquisitions
Education
Duquesne University 1980 — 1984
BS, Accounting and Business Administration, Cum Laude graduate
Baldwin High School 1976 — 1980
LaunchSquad January 2012 - Present
DeWinter Group June 2011 - January 2012
VISANOW January 2010 - June 2011
CFO Certainty February 2009 - January 2010
Gettys March 2005 - February 2009
Empire Home Services March 2002 - March 2005
Holly Hunt September 2000 - March 2002
Rand McNally September 1993 - September 2000
Kaufmann's Department Store - Division of May Department Stores 1986 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1987
Skills
Strategic Financial..., Internal Audit, Start-ups, Executive Management, Financial Services, Finance, Strategic Planning, Budgets, Business Planning, Accounting, Financial Reporting, Forecasting, Mergers, Financial Analysis, Entrepreneurship, Leadership, Financial Modeling, Project Planning, Management, Due Diligence, Financial Planning, Strategy, Internal Controls, Analysis, Human Resources, Mergers & Acquisitions
Education
Duquesne University 1980 — 1984
BS, Accounting and Business Administration, Cum Laude graduate
Baldwin High School 1976 — 1980
Bob Mermelstein Bob Mermelstein's Coopers & Lybrand (now PricewaterhouseCoopers) Experience September 1979 - June 1985
Job Chief Financial Officer at Phipps Conservatory and Botanical Gardens
Industry Museums and Institutions
Experience
Phipps Conservatory and Botanical Gardens May 2011 - Present
American Planning Services July 1986 - May 2011
M. Davis Group, LLC February 2008 - January 2010
Dewey & Kaye January 2006 - May 2007
Ditto Document Solutions December 2000 - August 2005
Schneider Downs & Co. July 1985 - June 1986
Coopers & Lybrand (now PricewaterhouseCoopers) September 1979 - June 1985
Skills
Corporate Management, Financial Sustainability, Profitability..., Strategic..., Team Building/Management, Financial Analysis, Sustainability, Strategy, Management, Managerial Finance, New Business Development, Finance, Analysis, Leadership, Internal Audit, CO-PA, Nonprofits, Tax, Financial Services, Business Strategy, Management Consulting, Strategic Planning, Start-ups, Valuation, Cash Flow, Contract Negotiation, Program Management, Forecasting, Acquisition Integration, Financial Reporting, Corporate Finance, Business Planning, Due Diligence, Budgets, Financial Modeling, Project Management, Cash Management, Mergers & Acquisitions, Entrepreneurship, Business Development, Auditing, Change Management, Banking, Project Planning, Executive Management, Capital Budgeting, Restructuring, Business Process..., Risk Management, Strategic Financial...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA
Indiana University Bloomington 1974 — 1978
BS, Finance
Taylor Allderdice High School 1969 — 1974
Phipps Conservatory and Botanical Gardens May 2011 - Present
American Planning Services July 1986 - May 2011
M. Davis Group, LLC February 2008 - January 2010
Dewey & Kaye January 2006 - May 2007
Ditto Document Solutions December 2000 - August 2005
Schneider Downs & Co. July 1985 - June 1986
Coopers & Lybrand (now PricewaterhouseCoopers) September 1979 - June 1985
Skills
Corporate Management, Financial Sustainability, Profitability..., Strategic..., Team Building/Management, Financial Analysis, Sustainability, Strategy, Management, Managerial Finance, New Business Development, Finance, Analysis, Leadership, Internal Audit, CO-PA, Nonprofits, Tax, Financial Services, Business Strategy, Management Consulting, Strategic Planning, Start-ups, Valuation, Cash Flow, Contract Negotiation, Program Management, Forecasting, Acquisition Integration, Financial Reporting, Corporate Finance, Business Planning, Due Diligence, Budgets, Financial Modeling, Project Management, Cash Management, Mergers & Acquisitions, Entrepreneurship, Business Development, Auditing, Change Management, Banking, Project Planning, Executive Management, Capital Budgeting, Restructuring, Business Process..., Risk Management, Strategic Financial...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA
Indiana University Bloomington 1974 — 1978
BS, Finance
Taylor Allderdice High School 1969 — 1974
Mark Latimer, MBA and JD's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1976 - 1979
Job CEO, Baypointe Equity Group
Industry Capital Markets
Experience
Baypointe Management Inc. 2006 - Present
USC Marshall School of Business 2011 - 2012
Beacon Pointe Advisors 2002 - 2003
Freddie Mac 1988 - 1994
Cal Fed Inc. 1985 - 1988
Barry Development 1979 - 1983
Coopers & Lybrand (now PriceWaterhouseCoopers) 1976 - 1979
Skills
Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Mergers, Finance, Risk Management, Fixed Income, Venture Capital, Asset Management, Loans, Mergers & Acquisitions, Strategy, Real Estate Development, Mortgage Lending, Management, Private Equity, Real Estate, Investment Properties
Education
University of Southern California
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Loyola Law School, Loyola Marymount University 1973 — 1975
Doctor of Law (J.D.), Law
London School of Economics and Political Science
Economics, Center for Joint Studies of Conflict Resolution
University of Southern California
Bachelor's degree, Business Administration and Management, General
Baypointe Management Inc. 2006 - Present
USC Marshall School of Business 2011 - 2012
Beacon Pointe Advisors 2002 - 2003
Freddie Mac 1988 - 1994
Cal Fed Inc. 1985 - 1988
Barry Development 1979 - 1983
Coopers & Lybrand (now PriceWaterhouseCoopers) 1976 - 1979
Skills
Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Mergers, Finance, Risk Management, Fixed Income, Venture Capital, Asset Management, Loans, Mergers & Acquisitions, Strategy, Real Estate Development, Mortgage Lending, Management, Private Equity, Real Estate, Investment Properties
Education
University of Southern California
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Loyola Law School, Loyola Marymount University 1973 — 1975
Doctor of Law (J.D.), Law
London School of Economics and Political Science
Economics, Center for Joint Studies of Conflict Resolution
University of Southern California
Bachelor's degree, Business Administration and Management, General
John Palma's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1996 - June 1997
Job Principal/Partner/Network Architect
Industry Wireless
Experience
J.K.D. Group, L.L.C. June 2012 - Present
DragonWave Inc. December 2009 - June 2012
J.K.D. Group, L.L.C. 2007 - November 2009
NextWave Wireless, Inc. July 2002 - December 2008
Lucent Technologies (now Alcatel-Lucent) January 2001 - July 2002
Symbol Technologies (now Motorola) January 1998 - January 2001
Coopers & Lybrand (now PricewaterhouseCoopers) July 1996 - June 1997
McDonnell Douglas West, F.C.U. (now NuVision F.C.U.) September 1991 - July 1996
Skills
IP Core & Wireless..., 4G/3G Wireless..., Systems Design &..., Packet Analysis & Decode, Network Security & VPN..., Metro Ethernet, Technical Documentation, Technical Product..., Cisco Routing &..., IEEE 802.11, IEEE 802.16d, IEEE 802.16e, Project Management, Pre/Post Sales..., Wireless Networking, Microwave, Wireless, VPN, Integration, IP, Telecommunications, WiMAX, Cisco Routers, 4G, Ethernet, GSM, Data Center, Network Engineering, Mobile Devices, QoS, Cellular Communications, Pre-sales, Network Architecture, Networking, Network Design, Cisco Technologies, RF, CDMA, Switches, WiFi, LTE, TCP/IP, MPLS, VoIP, Broadband, Mobile Communications, WLAN, SNMP, Wireless Broadband, UMTS
Education
Mt. San Antonio College 1993 — 1996
Computer Information Systems
Cypress College 1991 — 1993
Computer Information Systems
San Diego State University-California State University 1990 — 1991
Electrical Engineering Major
J.K.D. Group, L.L.C. June 2012 - Present
DragonWave Inc. December 2009 - June 2012
J.K.D. Group, L.L.C. 2007 - November 2009
NextWave Wireless, Inc. July 2002 - December 2008
Lucent Technologies (now Alcatel-Lucent) January 2001 - July 2002
Symbol Technologies (now Motorola) January 1998 - January 2001
Coopers & Lybrand (now PricewaterhouseCoopers) July 1996 - June 1997
McDonnell Douglas West, F.C.U. (now NuVision F.C.U.) September 1991 - July 1996
Skills
IP Core & Wireless..., 4G/3G Wireless..., Systems Design &..., Packet Analysis & Decode, Network Security & VPN..., Metro Ethernet, Technical Documentation, Technical Product..., Cisco Routing &..., IEEE 802.11, IEEE 802.16d, IEEE 802.16e, Project Management, Pre/Post Sales..., Wireless Networking, Microwave, Wireless, VPN, Integration, IP, Telecommunications, WiMAX, Cisco Routers, 4G, Ethernet, GSM, Data Center, Network Engineering, Mobile Devices, QoS, Cellular Communications, Pre-sales, Network Architecture, Networking, Network Design, Cisco Technologies, RF, CDMA, Switches, WiFi, LTE, TCP/IP, MPLS, VoIP, Broadband, Mobile Communications, WLAN, SNMP, Wireless Broadband, UMTS
Education
Mt. San Antonio College 1993 — 1996
Computer Information Systems
Cypress College 1991 — 1993
Computer Information Systems
San Diego State University-California State University 1990 — 1991
Electrical Engineering Major
Edward Esposito, CPA/ABV, CFE Edward Esposito, CPA/ABV, CFE's Coopers & Lybrand (now PricewaterhouseCoopers) Experience September 1982 - September 1984
Job Courtappointed Financial Expert in NY Supreme Court; valuation and Forensic Accountant in Divorce.
Industry Accounting
Experience
Edward F Esposito, CPA/ABV, CFE January 2010 - Present
Products Finishing Corp 1984 - 2008
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1982 - September 1984
Skills
Forensic Accounting, Business Valuation, Certified Fraud Examiner, Litigation Support, CPA, Expert Witness, Forensic Analysis
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Public Accounting
Edward F Esposito, CPA/ABV, CFE January 2010 - Present
Products Finishing Corp 1984 - 2008
Coopers & Lybrand (now PriceWaterhouseCoopers) September 1982 - September 1984
Skills
Forensic Accounting, Business Valuation, Certified Fraud Examiner, Litigation Support, CPA, Expert Witness, Forensic Analysis
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Public Accounting
Jonathan Cocks Jonathan Cocks's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1987 - 1990
Job Certified Public Accountant and Consultant
Industry Accounting
Experience
Jonathan Cocks, CPA September 2011 - Present
Millennium Multiple Employer Welfare Benefit Plan 2004 - September 2011
Jonathan Cocks, CPA 2003 - 2008
AT&T Corp. 1999 - 2003
Jonathan Cocks & Associates, Inc. 1990 - 1999
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Earlier Career 1979 - 1987
Skills
Start-ups, Strategy, Risk Management, Mergers & Acquisitions, Financial Analysis, Budgets, Employee Benefit Plans, Litigation Support, External Audit, Financial Reporting, Tax Preparation, Tax Accounting, Executive Management, Contract Negotiation, Internal Controls, Strategic Planning, Political Campaign..., Business Tax Planning, Personal Tax Planning, Estate Tax Planning, Family Business, Independent Fiduciary, Chapter 11, Reorganizations, Trustee, Court Appointed Receiver
Education
Baldwin-Wallace College
B.A., Business and Accounting
Jonathan Cocks, CPA September 2011 - Present
Millennium Multiple Employer Welfare Benefit Plan 2004 - September 2011
Jonathan Cocks, CPA 2003 - 2008
AT&T Corp. 1999 - 2003
Jonathan Cocks & Associates, Inc. 1990 - 1999
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Earlier Career 1979 - 1987
Skills
Start-ups, Strategy, Risk Management, Mergers & Acquisitions, Financial Analysis, Budgets, Employee Benefit Plans, Litigation Support, External Audit, Financial Reporting, Tax Preparation, Tax Accounting, Executive Management, Contract Negotiation, Internal Controls, Strategic Planning, Political Campaign..., Business Tax Planning, Personal Tax Planning, Estate Tax Planning, Family Business, Independent Fiduciary, Chapter 11, Reorganizations, Trustee, Court Appointed Receiver
Education
Baldwin-Wallace College
B.A., Business and Accounting
Regina Nethery's Coopers & Lybrand (now PricewaterhouseCoopers) Experience December 1985 - August 1995
Job Vice President Investor Relations at Humana
Industry Insurance
Experience
Humana Inc. February 2000 - Present
Humana Inc. July 1996 - February 2000
Humana Inc. August 1995 - July 1996
Coopers & Lybrand (now PricewaterhouseCoopers) December 1985 - August 1995
Skills
Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Asset Management, Internal Controls, Auditing, Leadership, Management, Mergers, Mergers & Acquisitions, Strategic Planning, Strategy, Valuation
Education
University of Louisville 1980 — 1985
Bachelor of Science in Business Administration, Accounting
University of Kentucky 1979 — 1980
Humana Inc. February 2000 - Present
Humana Inc. July 1996 - February 2000
Humana Inc. August 1995 - July 1996
Coopers & Lybrand (now PricewaterhouseCoopers) December 1985 - August 1995
Skills
Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Asset Management, Internal Controls, Auditing, Leadership, Management, Mergers, Mergers & Acquisitions, Strategic Planning, Strategy, Valuation
Education
University of Louisville 1980 — 1985
Bachelor of Science in Business Administration, Accounting
University of Kentucky 1979 — 1980
Tom Gengler Tom Gengler's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1974 - October 1981
Job Tax Director at GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management January 2006 - Present
Neuberger Berman August 1999 - September 2005
Long Term Capital Management December 1998 - August 1999
Greenwich Capital Markets October 1995 - November 1998
Lehman Brothers (Sherson/Lehman Brothers) October 1981 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) July 1974 - October 1981
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Asset Managment, Due Diligence, Investments, Accounting, Valuation, Financial Reporting, Mergers, Tax, Financial Analysis, Internal Controls, SEC filings
Education
New York University - Leonard N. Stern School of Business 1975 — 1978
Master of Business Administration (MBA), Taxation
Pace University - Lubin School of Business 1970 — 1974
BBA, CPA Honors
GoldenTree Asset Management January 2006 - Present
Neuberger Berman August 1999 - September 2005
Long Term Capital Management December 1998 - August 1999
Greenwich Capital Markets October 1995 - November 1998
Lehman Brothers (Sherson/Lehman Brothers) October 1981 - October 1995
Coopers & Lybrand (now PricewaterhouseCoopers) July 1974 - October 1981
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Asset Managment, Due Diligence, Investments, Accounting, Valuation, Financial Reporting, Mergers, Tax, Financial Analysis, Internal Controls, SEC filings
Education
New York University - Leonard N. Stern School of Business 1975 — 1978
Master of Business Administration (MBA), Taxation
Pace University - Lubin School of Business 1970 — 1974
BBA, CPA Honors
David Solitare's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1982 - 1984
Job Attorney/Owner, Law Offices of David A. Solitare
Industry Law Practice
Experience
Law Offices of David A. Solitare 1990 - Present
Hirschtick, Chenen, Lemon & Curtis, P.C. 1984 - 1987
Coopers & Lybrand (now PricewaterhouseCoopers) 1982 - 1984
Forced Fun Emergency Squad 1980 - 1982
Skills
Estate Planning, Trusts, Corporate Law, Wills, Estate Tax Planning, Tax, Business Transactions, LLC, Tax Law, Corporate Governance, Nonprofits, Estate Administration, Business, Joint Ventures, Powers of Attorney, Probate, Elder Law, Entity Formation, Entity Extraction
Education
University of California, Los Angeles - The Anderson School of Management 1979 — 1982
MBA, Finance/Accounting
University of California, Los Angeles - School of Law 1978 — 1982
J.D.
University of California, San Diego 1974 — 1978
B.A., Economics
Law Offices of David A. Solitare 1990 - Present
Hirschtick, Chenen, Lemon & Curtis, P.C. 1984 - 1987
Coopers & Lybrand (now PricewaterhouseCoopers) 1982 - 1984
Forced Fun Emergency Squad 1980 - 1982
Skills
Estate Planning, Trusts, Corporate Law, Wills, Estate Tax Planning, Tax, Business Transactions, LLC, Tax Law, Corporate Governance, Nonprofits, Estate Administration, Business, Joint Ventures, Powers of Attorney, Probate, Elder Law, Entity Formation, Entity Extraction
Education
University of California, Los Angeles - The Anderson School of Management 1979 — 1982
MBA, Finance/Accounting
University of California, Los Angeles - School of Law 1978 — 1982
J.D.
University of California, San Diego 1974 — 1978
B.A., Economics
Diana Little's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1996 - 2001
Job Human Resources Assistant at Metro Credit Union
Industry Human Resources
Experience
Metro Credit Union March 2014 - Present
DiCicco, Gulman & Company September 2013 - February 2014
Metro Credit Union March 2013 - September 2013
RSM McGladrey (formerly Caturano and Company) December 2001 - October 2010
Coopers & Lybrand (now PriceWaterhouseCoopers) 1996 - 2001
PricewaterhouseCoopers 1996 - 2001
Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Staff Development, Hiring, Employee Relations, Technical Recruiting, HRIS, College Recruiting, Personnel Management, Benefits Administration, Talent Acquisition
Education
Merrimack College 1992 — 1996
Saugus High School
Metro Credit Union March 2014 - Present
DiCicco, Gulman & Company September 2013 - February 2014
Metro Credit Union March 2013 - September 2013
RSM McGladrey (formerly Caturano and Company) December 2001 - October 2010
Coopers & Lybrand (now PriceWaterhouseCoopers) 1996 - 2001
PricewaterhouseCoopers 1996 - 2001
Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Staff Development, Hiring, Employee Relations, Technical Recruiting, HRIS, College Recruiting, Personnel Management, Benefits Administration, Talent Acquisition
Education
Merrimack College 1992 — 1996
Saugus High School
Martin Lipshutz's Coopers & Lybrand (now PricewaterhouseCoopers) Experience January 1980 - May 1983
Job President at Allen Interactions Inc.
Industry E-Learning
Experience
Allen Interactions Inc. October 1995 - Present
ViroMed Laboratories, Inc. December 1991 - October 1996
Authorware, Inc. May 1989 - November 1991
The Jefferson Company May 1985 - May 1989
The Jefferson Company May 1983 - May 1985
Coopers & Lybrand (Now PricewaterhouseCoopers) January 1980 - May 1983
Skills
Accounting, Account Management, Tax Accounting, Management, Financial Analysis, Strategic Financial..., Financial Modeling, Acquisitions, Cash Flow Forecasting, Strategic Planning, Leadership, Financial Planning, Start-ups, Executive Management, Business Strategy, Forecasting, Leadership Development, Coaching, Consulting, Project Management, Training, Blended Learning, Finance, E-Learning, Strategy, Training Delivery
Education
University of Iowa 1976 — 1979
Bachelor of Business Administration (B.B.A.) 1979, Accounting, Accounting 4.0/Overall 4.0 (max possible 4.0)
Allen Interactions Inc. October 1995 - Present
ViroMed Laboratories, Inc. December 1991 - October 1996
Authorware, Inc. May 1989 - November 1991
The Jefferson Company May 1985 - May 1989
The Jefferson Company May 1983 - May 1985
Coopers & Lybrand (Now PricewaterhouseCoopers) January 1980 - May 1983
Skills
Accounting, Account Management, Tax Accounting, Management, Financial Analysis, Strategic Financial..., Financial Modeling, Acquisitions, Cash Flow Forecasting, Strategic Planning, Leadership, Financial Planning, Start-ups, Executive Management, Business Strategy, Forecasting, Leadership Development, Coaching, Consulting, Project Management, Training, Blended Learning, Finance, E-Learning, Strategy, Training Delivery
Education
University of Iowa 1976 — 1979
Bachelor of Business Administration (B.B.A.) 1979, Accounting, Accounting 4.0/Overall 4.0 (max possible 4.0)
Peter Nawrocki's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1985 - 1989
Job Principal at NorthStar Management Partners, LLC
Industry Management Consulting
Experience
Pathlight Capital, LLC May 2015 - Present
NorthStar Management Partners, LLC June 2009 - May 2015
Transitional Strategies, Inc. August 2005 - May 2009
Deloitte - Financial Advisory Services 2000 - 2005
Boston Management Advisors 1993 - 2000
The Recovery Group 1990 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1989
Coopers & Lybrand 1985 - 1989
Skills
Private Equity, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Management Consulting, Strategy, Managerial Finance, Restructuring, Corporate Finance, Mergers & Acquisitions, Corporate Development, Financial Accounting, Financial Reporting, Business Valuation, Accounting, Finance, M&A experience, Management, Financial Services, Venture Capital, Divestitures, Internal Controls, Business Planning, Consulting, Executive Management, Start-ups, Acquisition Integration, SEC filings
Education
Northeastern University 1984 — 1985
MS/MBA, Accounting
Bowdoin College 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
Milton Academy 1977 — 1979
Pathlight Capital, LLC May 2015 - Present
NorthStar Management Partners, LLC June 2009 - May 2015
Transitional Strategies, Inc. August 2005 - May 2009
Deloitte - Financial Advisory Services 2000 - 2005
Boston Management Advisors 1993 - 2000
The Recovery Group 1990 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1989
Coopers & Lybrand 1985 - 1989
Skills
Private Equity, Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Management Consulting, Strategy, Managerial Finance, Restructuring, Corporate Finance, Mergers & Acquisitions, Corporate Development, Financial Accounting, Financial Reporting, Business Valuation, Accounting, Finance, M&A experience, Management, Financial Services, Venture Capital, Divestitures, Internal Controls, Business Planning, Consulting, Executive Management, Start-ups, Acquisition Integration, SEC filings
Education
Northeastern University 1984 — 1985
MS/MBA, Accounting
Bowdoin College 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
Milton Academy 1977 — 1979
Mazie McLeod's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1986 - September 1988
Job Manager of Accounting Operations at Senior Whole Health
Industry Accounting
Experience
Senior Whole Health October 2013 - Present
Institute for Healthcare Improvement December 2008 - March 2013
Institute for Healthcare Improvement October 2007 - December 2008
Mazie McLeod, CPA October 1997 - January 2000
Lucasfilm Ltd, THX Division September 1995 - October 1997
Firefund Federal Credit Union March 1994 - September 1995
Grueneich, Ellison & Schneider January 1992 - April 1993
Coopers & Lybrand (now PricewaterhouseCoopers) July 1986 - September 1988
Skills
Account Reconciliation, Accounts Payable, Payroll, Accounting, General Ledger, Strategic Financial..., Coaching Staff, Mentoring Of Staff, Financial Analysis, Financial Reporting, Financial Audits, Staff Supervision, Cost Accounting, Accounts Receivable, Internal Controls, Budgets, Fixed Assets, CPA, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 1984 — 1986
MBA, Accounting, cum laude
Rochester Institute of Technology 1982 — 1984
B.S., Business Administration, magna cum laude
Senior Whole Health October 2013 - Present
Institute for Healthcare Improvement December 2008 - March 2013
Institute for Healthcare Improvement October 2007 - December 2008
Mazie McLeod, CPA October 1997 - January 2000
Lucasfilm Ltd, THX Division September 1995 - October 1997
Firefund Federal Credit Union March 1994 - September 1995
Grueneich, Ellison & Schneider January 1992 - April 1993
Coopers & Lybrand (now PricewaterhouseCoopers) July 1986 - September 1988
Skills
Account Reconciliation, Accounts Payable, Payroll, Accounting, General Ledger, Strategic Financial..., Coaching Staff, Mentoring Of Staff, Financial Analysis, Financial Reporting, Financial Audits, Staff Supervision, Cost Accounting, Accounts Receivable, Internal Controls, Budgets, Fixed Assets, CPA, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 1984 — 1986
MBA, Accounting, cum laude
Rochester Institute of Technology 1982 — 1984
B.S., Business Administration, magna cum laude
Timothy C. Moyer, CPA's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1988 - 1990
Job Chief Financial Officer at National Parks Conservation Association
Industry Nonprofit Organization Management
Experience
National Parks Conservation Association 2010 - Present
Cafritz Interests & Potomac Hospitality Services, Inc. 2002 - 2010
National Association of Security Dealers 2000 - 2002
Marriott International 1995 - 2000
Host Mariott (now Host Hotels & Resorts) 1990 - 1995
Coopers & Lybrand (now PricewaterhouseCoopers) 1988 - 1990
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Budgets, General Ledger, Accounts Payable, Financial Modeling, Finance, Accounts Receivable, Payroll, Process Improvement, Analysis, Cash Flow, Financial Statements, Internal Audit, Financial Audits, Tax
Education
Indiana University of Pennsylvania
BS, Accounting
National Parks Conservation Association 2010 - Present
Cafritz Interests & Potomac Hospitality Services, Inc. 2002 - 2010
National Association of Security Dealers 2000 - 2002
Marriott International 1995 - 2000
Host Mariott (now Host Hotels & Resorts) 1990 - 1995
Coopers & Lybrand (now PricewaterhouseCoopers) 1988 - 1990
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Budgets, General Ledger, Accounts Payable, Financial Modeling, Finance, Accounts Receivable, Payroll, Process Improvement, Analysis, Cash Flow, Financial Statements, Internal Audit, Financial Audits, Tax
Education
Indiana University of Pennsylvania
BS, Accounting
Karen Stumcke's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1987 - 1990
Job U. S. Treasury Dept.
Industry Accounting
Experience
U. S. Treasury Dept. June 2010 - Present
August Financial Holding Co., Inc. May 2002 - May 2003
Akamai Technologies, Inc. November 1998 - November 2001
XCom Technologies, Inc. November 1997 - November 1998
Bank of Boston November 1900 - November 1997
Coopers & Lybrand 1987 - 1990
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Skills
Accounting, Finance, Tax Preparation, Financial Modeling, Auditing, Financial Analysis, Internal Controls, Mergers & Acquisitions, Managerial Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2011
MST, Taxation
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2000
Greater Boston Executive Management Program, Business Management
Providence College 1982 — 1986
BS, Accounting
Reading Memorial High School 1978 — 1981
U. S. Treasury Dept. June 2010 - Present
August Financial Holding Co., Inc. May 2002 - May 2003
Akamai Technologies, Inc. November 1998 - November 2001
XCom Technologies, Inc. November 1997 - November 1998
Bank of Boston November 1900 - November 1997
Coopers & Lybrand 1987 - 1990
Coopers & Lybrand (now PricewaterhouseCoopers) 1987 - 1990
Skills
Accounting, Finance, Tax Preparation, Financial Modeling, Auditing, Financial Analysis, Internal Controls, Mergers & Acquisitions, Managerial Finance
Education
Suffolk University - Sawyer School of Management 2010 — 2011
MST, Taxation
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2000
Greater Boston Executive Management Program, Business Management
Providence College 1982 — 1986
BS, Accounting
Reading Memorial High School 1978 — 1981
Ron Maheu's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1964 - 2002
Job Member BOD, Governance and Audit Ctee Chair at Virtusa
Industry Financial Services
Experience
Wright Express February 2005 - Present
Virtusa June 2004 - Present
Charles River Associates January 2003 - Present
Beacon July 2002 - Present
PricewaterhouseCoopers 2002 - Present
Central Catholic High School - Lawrence 1956 - Present
Beacon Consulting 2002 - 2010
Netegrity March 2004 - September 2007
Enterasys Networks, Inc. 2004 - 2007
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 2002
Skills
Auditing, Financial Analysis, Governance, Mergers & Acquisitions, Financial Reporting
Education
Boston University Graduate School of Management 1967 — 1969
MBA
College of the Holy Cross 1960 — 1964
BS, Economics/Accounting
Wright Express February 2005 - Present
Virtusa June 2004 - Present
Charles River Associates January 2003 - Present
Beacon July 2002 - Present
PricewaterhouseCoopers 2002 - Present
Central Catholic High School - Lawrence 1956 - Present
Beacon Consulting 2002 - 2010
Netegrity March 2004 - September 2007
Enterasys Networks, Inc. 2004 - 2007
Coopers & Lybrand (now PricewaterhouseCoopers) 1964 - 2002
Skills
Auditing, Financial Analysis, Governance, Mergers & Acquisitions, Financial Reporting
Education
Boston University Graduate School of Management 1967 — 1969
MBA
College of the Holy Cross 1960 — 1964
BS, Economics/Accounting
Nancy Moreland's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1973 - 1987
Job Principal N. L. Moreland LLC
Industry Management Consulting
Experience
N. L. Moreland LLC January 2011 - Present
Sabbatical - Bern, Switzerland January 2010 - January 2011
Resources Global Professionals 2005 - August 2010
Xomox Corporation 2004 - 2005
Alcoa Automotive Structures 1994 - 2004
Alcoa 1988 - 2004
PricewaterhouseCoopers 1973 - 1987
Coopers & Lybrand (now PricewaterhouseCoopers) 1973 - 1987
Skills
SOX, Internal Controls, Financial Analysis, Cost, Accounting, Mergers, Problem Solving, Mergers & Acquisitions, Change Management, Start-ups, Sarbanes-Oxley Act, Business Process, Finance, Management, Financial Reporting, Restructuring, Management Consulting, Business Process..., Managerial Finance, Acquisition Integration, Due Diligence, ERP, Internal Audit, Auditing, Forecasting, Financial Modeling, Executive Management, US GAAP, Process Improvement, CPA, CGMA, Consolidation, Sarbanes-Oxley, Cost Accounting, GAAP, Integration
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1978
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1968 — 1973
BS, Accounting
N. L. Moreland LLC January 2011 - Present
Sabbatical - Bern, Switzerland January 2010 - January 2011
Resources Global Professionals 2005 - August 2010
Xomox Corporation 2004 - 2005
Alcoa Automotive Structures 1994 - 2004
Alcoa 1988 - 2004
PricewaterhouseCoopers 1973 - 1987
Coopers & Lybrand (now PricewaterhouseCoopers) 1973 - 1987
Skills
SOX, Internal Controls, Financial Analysis, Cost, Accounting, Mergers, Problem Solving, Mergers & Acquisitions, Change Management, Start-ups, Sarbanes-Oxley Act, Business Process, Finance, Management, Financial Reporting, Restructuring, Management Consulting, Business Process..., Managerial Finance, Acquisition Integration, Due Diligence, ERP, Internal Audit, Auditing, Forecasting, Financial Modeling, Executive Management, US GAAP, Process Improvement, CPA, CGMA, Consolidation, Sarbanes-Oxley, Cost Accounting, GAAP, Integration
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1978
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1968 — 1973
BS, Accounting
Brad Wash's Coopers & Lybrand (now PricewaterhouseCoopers) Experience July 1992 - October 1996
Job Director Programming Accounting and Regulatory Reporting at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable July 2015 - Present
Time Warner Cable May 2012 - July 2015
Delhaize Group April 2011 - May 2012
Campus Crest Communities, Inc December 2010 - March 2011
CPS Color Equipment, Inc October 2010 - December 2010
ProBuild Holdings January 2005 - July 2010
Giant Cement Holding, Inc September 2000 - January 2005
Datasouth Computer Corporation October 1997 - September 2000
Vnet Internet Access October 1996 - October 1997
Coopers & Lybrand (now PricewaterhouseCoopers) July 1992 - October 1996
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Budgets, Financial Analysis, Auditing, CPA, Due Diligence, Process Improvement, Fixed Assets, Account Reconciliation, Accounts Receivable, General Ledger, Forecasting, Income Tax, Accounts Payable, Finance, Cash Flow, Income Statement, Payroll, Consolidation, Cost Accounting, P&L
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor of Science, Accounting
Time Warner Cable July 2015 - Present
Time Warner Cable May 2012 - July 2015
Delhaize Group April 2011 - May 2012
Campus Crest Communities, Inc December 2010 - March 2011
CPS Color Equipment, Inc October 2010 - December 2010
ProBuild Holdings January 2005 - July 2010
Giant Cement Holding, Inc September 2000 - January 2005
Datasouth Computer Corporation October 1997 - September 2000
Vnet Internet Access October 1996 - October 1997
Coopers & Lybrand (now PricewaterhouseCoopers) July 1992 - October 1996
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Budgets, Financial Analysis, Auditing, CPA, Due Diligence, Process Improvement, Fixed Assets, Account Reconciliation, Accounts Receivable, General Ledger, Forecasting, Income Tax, Accounts Payable, Finance, Cash Flow, Income Statement, Payroll, Consolidation, Cost Accounting, P&L
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor of Science, Accounting
Stephen J. Negrotti, CPA's Coopers & Lybrand (now PricewaterhouseCoopers) Experience August 1973 - September 1976
Job self employed at Retired
Industry Investment Management
Experience
Retired President and Chief Executive OfficerTurner Investments, L.P.April 2014 - September 2015
Stephen J. Negrotti, CPA January 2012 - April 2014
Ernst & Young LLP September 2007 - December 2011
Ernst & Young LLP 1976 - September 2007
Coopers & Lybrand (now PricewaterhouseCoopers) August 1973 - September 1976
Skills
SEC filings, Forecasting, Internal Controls, Accounting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act
Education
The Pennsylvania State University 1969 — 1973
BS, Accounting
Drexel University
MBA, Finance
Retired President and Chief Executive OfficerTurner Investments, L.P.April 2014 - September 2015
Stephen J. Negrotti, CPA January 2012 - April 2014
Ernst & Young LLP September 2007 - December 2011
Ernst & Young LLP 1976 - September 2007
Coopers & Lybrand (now PricewaterhouseCoopers) August 1973 - September 1976
Skills
SEC filings, Forecasting, Internal Controls, Accounting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act
Education
The Pennsylvania State University 1969 — 1973
BS, Accounting
Drexel University
MBA, Finance
Angel R. Marzan's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1993 - 1995
Job Assistant Secretary of Internal Revenue at Department of the Treasury of Puerto Rico
Industry Law Practice
Experience
Department of the Treasury of Puerto Rico 2013 - Present
Marzan & Marzan 2009 - 2013
PricewaterhouseCoopers, NY Office 2007 - 2009
Marzan & Marzan 2004 - 2007
Puerto Rico Treasury Department 2001 - 2004
McConnell Valdes 1999 - 2001
Coopers & Lybrand (now PricewaterhouseCoopers) 1993 - 1995
Skills
Income Tax, Tax Law, Cross-border..., Tax, Due Diligence, Corporate Tax
Education
Georgetown University Law Center
Master of Laws (LL.M.), Taxation
Department of the Treasury of Puerto Rico 2013 - Present
Marzan & Marzan 2009 - 2013
PricewaterhouseCoopers, NY Office 2007 - 2009
Marzan & Marzan 2004 - 2007
Puerto Rico Treasury Department 2001 - 2004
McConnell Valdes 1999 - 2001
Coopers & Lybrand (now PricewaterhouseCoopers) 1993 - 1995
Skills
Income Tax, Tax Law, Cross-border..., Tax, Due Diligence, Corporate Tax
Education
Georgetown University Law Center
Master of Laws (LL.M.), Taxation
Gerald Caponetti's Coopers & Lybrand (now PricewaterhouseCoopers) Experience August 1984 - May 1987
Job Commercial Banking Portfolio Manager at Popular Community Bank
Industry Banking
Experience
Popular Community Bank September 2013 - Present
Citibank October 2009 - September 2013
GE Capital Healthcare Finance Services August 2008 - March 2009
Citigroup (CitiCapital Division) September 1996 - August 2008
Citigroup (CitiCapital Divison) November 1993 - September 1996
GE Capital June 1990 - November 1993
Gulf & Western (now Viacom) May 1987 - June 1988
Coopers & Lybrand (now PricewaterhouseCoopers) August 1984 - May 1987
Skills
Underwriting, Relationship Management, Portfolio Management, Commercial Banking, Cash Management, Negotiation, Credit Analysis, Financial Modeling, Financial Structuring, Financial Statement..., Financial Analysis, Due Diligence, Finance, Financial Risk, Financial Services, Loans, Banking
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Adelphi University 1980 — 1984
BBA, Accounting
Popular Community Bank September 2013 - Present
Citibank October 2009 - September 2013
GE Capital Healthcare Finance Services August 2008 - March 2009
Citigroup (CitiCapital Division) September 1996 - August 2008
Citigroup (CitiCapital Divison) November 1993 - September 1996
GE Capital June 1990 - November 1993
Gulf & Western (now Viacom) May 1987 - June 1988
Coopers & Lybrand (now PricewaterhouseCoopers) August 1984 - May 1987
Skills
Underwriting, Relationship Management, Portfolio Management, Commercial Banking, Cash Management, Negotiation, Credit Analysis, Financial Modeling, Financial Structuring, Financial Statement..., Financial Analysis, Due Diligence, Finance, Financial Risk, Financial Services, Loans, Banking
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Adelphi University 1980 — 1984
BBA, Accounting
Jim Pollock's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1991 - 1996
Job Plante Moran Restructuring & Operations Improvement
Industry Management Consulting
Experience
Plante Moran 2013 - Present
Fishman Advisors, LLC 2007 - 2013
Birch Hill Partners, LLC 2011 - 2012
Deloitte & Touche 2001 - 2007
Deloitte Financial Advisory Services 2001 - 2007
Cyrk 1997 - 2001
KPMG 1996 - 1997
Coopers & Lybrand (now PricewaterhouseCoopers) 1991 - 1996
Coopers & Lybrand 1986 - 1989
Skills
Restructuring, Corporate Finance, Valuation, Bankruptcy, Operations Management, Forensic Accounting, Financial Analysis, Due Diligence, Business Valuation, Financial Modeling, Mergers, Acquisition Integration, Divestitures, Management Consulting, Private Equity, Litigation Support, Financial Reporting, Finance, Accounting, Business Planning
Education
The University of Chicago 1989 — 1991
MBA, Finance
University of Michigan 1984 — 1986
BBA, Accounting
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
BBA, Accounting
Miami University 1981 — 1983
Busness Administration - (Economics & Finance)
Plante Moran 2013 - Present
Fishman Advisors, LLC 2007 - 2013
Birch Hill Partners, LLC 2011 - 2012
Deloitte & Touche 2001 - 2007
Deloitte Financial Advisory Services 2001 - 2007
Cyrk 1997 - 2001
KPMG 1996 - 1997
Coopers & Lybrand (now PricewaterhouseCoopers) 1991 - 1996
Coopers & Lybrand 1986 - 1989
Skills
Restructuring, Corporate Finance, Valuation, Bankruptcy, Operations Management, Forensic Accounting, Financial Analysis, Due Diligence, Business Valuation, Financial Modeling, Mergers, Acquisition Integration, Divestitures, Management Consulting, Private Equity, Litigation Support, Financial Reporting, Finance, Accounting, Business Planning
Education
The University of Chicago 1989 — 1991
MBA, Finance
University of Michigan 1984 — 1986
BBA, Accounting
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
BBA, Accounting
Miami University 1981 — 1983
Busness Administration - (Economics & Finance)
Cindy Rustanius's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1982 - 1984
Job Owner, Rustanius & Norton, CPA,PC
Industry Accounting
Experience
Rustanius & Norton, CPA,PC February 1984 - Present
Coopers & Lybrand (now PricewaterhouseCoopers) 1982 - 1984
Skills
Income Tax, Tax, Tax Returns, Accounting, QuickBooks, CPA, Partnership Taxation, Financial Reporting, Trusts, Estate Tax Planning, Financial Accounting, Tax Research, Tax Law, Small Business, LLC, Strategic Financial..., Estate Planning, S Corporations
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBT, taxation
California State University-Long Beach
BS, Accounting
Rustanius & Norton, CPA,PC February 1984 - Present
Coopers & Lybrand (now PricewaterhouseCoopers) 1982 - 1984
Skills
Income Tax, Tax, Tax Returns, Accounting, QuickBooks, CPA, Partnership Taxation, Financial Reporting, Trusts, Estate Tax Planning, Financial Accounting, Tax Research, Tax Law, Small Business, LLC, Strategic Financial..., Estate Planning, S Corporations
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBT, taxation
California State University-Long Beach
BS, Accounting
Michele McGovern's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1984 - 1987
Job CEO at Alight
Industry Computer Software
Experience
Alight August 2012 - Present
Alamo Square Ventures 2008 - Present
Resultant Capital Partners 2010 - 2012
Iris Financial Solutions 2005 - 2009
Ferous 2001 - 2005
Argenesis, Subsidiary of Tenfold Corporation 1997 - 2001
McGovern Group 1988 - 1997
Wells Fargo Bank 1987 - 1988
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1987
Skills
Equities, Financial Services, SaaS, Executive Management, Start-ups, Management, Private Equity, Entrepreneurship, Leadership, Product Development, Change Management
Education
Northeastern University 1980 — 1984
Bachelor of Science, Finance and Accounting
PricewaterhouseCoopers
CPA
Alight August 2012 - Present
Alamo Square Ventures 2008 - Present
Resultant Capital Partners 2010 - 2012
Iris Financial Solutions 2005 - 2009
Ferous 2001 - 2005
Argenesis, Subsidiary of Tenfold Corporation 1997 - 2001
McGovern Group 1988 - 1997
Wells Fargo Bank 1987 - 1988
Coopers & Lybrand (now PricewaterhouseCoopers) 1984 - 1987
Skills
Equities, Financial Services, SaaS, Executive Management, Start-ups, Management, Private Equity, Entrepreneurship, Leadership, Product Development, Change Management
Education
Northeastern University 1980 — 1984
Bachelor of Science, Finance and Accounting
PricewaterhouseCoopers
CPA
Shelly Mokas's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1988 - 1994
Job Director of Financial Reporting/SEC Compliance at Destination XL Group, Inc.
Industry Retail
Experience
Destination XL Group, Inc. (formerly Casual Male Retail Group, Inc.) 1994 - Present
Coopers & Lybrand (now PricewaterhouseCoopers) 1988 - 1994
Education
Bentley University 1984 — 1988
Accounting
Destination XL Group, Inc. (formerly Casual Male Retail Group, Inc.) 1994 - Present
Coopers & Lybrand (now PricewaterhouseCoopers) 1988 - 1994
Education
Bentley University 1984 — 1988
Accounting
Allan Godfrey's Coopers & Lybrand (now PricewaterhouseCoopers) Experience May 1988 - 1991
Job EVP & CFO at Assiniboine Credit Union
Industry Banking
Experience
Assiniboine Credit Union March 1996 - Present
The Winnipeg Foundation 1993 - 1996
Shelter Canadian Properties 1991 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) May 1988 - 1991
Skills
Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Finance, Commercial Banking, Financial Risk, Risk Management, Financial Services, Retail Banking, Credit Unions, Consumer Lending, Credit Risk, Commercial Lending
Education
University of Manitoba 1984 — 1988
B. Comm., Accounting
Assiniboine Credit Union March 1996 - Present
The Winnipeg Foundation 1993 - 1996
Shelter Canadian Properties 1991 - 1993
Coopers & Lybrand (now PricewaterhouseCoopers) May 1988 - 1991
Skills
Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Finance, Commercial Banking, Financial Risk, Risk Management, Financial Services, Retail Banking, Credit Unions, Consumer Lending, Credit Risk, Commercial Lending
Education
University of Manitoba 1984 — 1988
B. Comm., Accounting
David Hastings's Coopers & Lybrand (now PricewaterhouseCoopers) Experience 1985 - 1994
Job CFO, Unilife Corp.
Industry Biotechnology
Experience
Unilife Corporation February 2015 - Present
Incyte October 2003 - October 2014
ArQule February 2000 - October 2003
Genzyme Inc. June 1997 - February 2000
Sepracor Inc. May 1994 - June 1997
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Pharmaceutical Industry, SEC filings, Sarbanes-Oxley, Due Diligence, Venture Capital, Mergers, Oncology, Financial Analysis, Financial Reporting, IPO, Forecasting, Investor Relations, Biotechnology, Sarbanes-Oxley Act
Education
University of Vermont 1981 — 1983
Bachelor's degree, Economics
Denison University 1979 — 1981
Unilife Corporation February 2015 - Present
Incyte October 2003 - October 2014
ArQule February 2000 - October 2003
Genzyme Inc. June 1997 - February 2000
Sepracor Inc. May 1994 - June 1997
Coopers & Lybrand (now PricewaterhouseCoopers) 1985 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Pharmaceutical Industry, SEC filings, Sarbanes-Oxley, Due Diligence, Venture Capital, Mergers, Oncology, Financial Analysis, Financial Reporting, IPO, Forecasting, Investor Relations, Biotechnology, Sarbanes-Oxley Act
Education
University of Vermont 1981 — 1983
Bachelor's degree, Economics
Denison University 1979 — 1981
Richard Horn's Coopers & Lybrand (now PricewaterhouseCoopers) Experience October 1980 - July 1992
Job Independent Financial and Retail Advisor
Industry Retail
Experience
Nautilus December 2007 - Present
Lucky Litter LLC June 2007 - Present
PetSmart March 2001 - January 2002
PetSmart.com January 1999 - March 2001
PetSmart April 1994 - December 1998
Weisheimer Companies, Inc. July 1992 - April 1994
Coopers & Lybrand (now PriceWaterhouseCoopers) October 1980 - July 1992
Coopers & Lybrand February 1970 - September 1980
Skills
Retail, Product Development, Strategic Planning, Merchandising, Strategic Financial..., Management, Leadership, Finance, Budgets
Education
Indiana University Bloomington 1965 — 1970
BS, Accounting
Nautilus December 2007 - Present
Lucky Litter LLC June 2007 - Present
PetSmart March 2001 - January 2002
PetSmart.com January 1999 - March 2001
PetSmart April 1994 - December 1998
Weisheimer Companies, Inc. July 1992 - April 1994
Coopers & Lybrand (now PriceWaterhouseCoopers) October 1980 - July 1992
Coopers & Lybrand February 1970 - September 1980
Skills
Retail, Product Development, Strategic Planning, Merchandising, Strategic Financial..., Management, Leadership, Finance, Budgets
Education
Indiana University Bloomington 1965 — 1970
BS, Accounting
Jeannette Alvarez's Coopers & Lybrand (now PricewaterhouseCoopers) Experience January 1987 - May 1998
Job CPA & Experienced Accounting Professional
Industry Accounting
Experience
Falcon-Sanchez & Associates, PSC April 2012 - December 2012
RSM ROC & Company October 2008 - September 2010
KPMG February 2005 - December 2007
Bacardi Corporation June 2002 - August 2004
PwC January 2000 - May 2002
Toyota June 1998 - December 1999
Coopers & Lybrand (now PricewaterhouseCoopers) January 1987 - May 1998
Skills
Accounting, Financial Reporting, Internal Controls, Finance, US GAAP, Sarbanes-Oxley Act, GAAP, Auditing, Tax, Financial Statements, Financial Accounting, External Audit
Education
University of Puerto Rico-Mayaguez
BSBA, Accounting, Magna Cum Laude
Falcon-Sanchez & Associates, PSC April 2012 - December 2012
RSM ROC & Company October 2008 - September 2010
KPMG February 2005 - December 2007
Bacardi Corporation June 2002 - August 2004
PwC January 2000 - May 2002
Toyota June 1998 - December 1999
Coopers & Lybrand (now PricewaterhouseCoopers) January 1987 - May 1998
Skills
Accounting, Financial Reporting, Internal Controls, Finance, US GAAP, Sarbanes-Oxley Act, GAAP, Auditing, Tax, Financial Statements, Financial Accounting, External Audit
Education
University of Puerto Rico-Mayaguez
BSBA, Accounting, Magna Cum Laude
Edward Bowers's Coopers & Lybrand (now PricewaterhouseCoopers) Experience August 1972 - August 1976
Job CPA, CIRA, DABFA, CFF at Middleswarth Bowers & Co.
Industry Accounting
Experience
Middleswarth Bowers & Co. August 1976 - Present
Coopers & Lybrand (Now PriceWaterhouseCoopers) August 1972 - August 1976
Skills
Forensic Accounting, Bankruptcy Accounting &..., Non-traditional Services, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, Tax, CPA, Corporate Tax, Partnership Taxation, Tax Research, CFF, Auditing, IRS
Education
East Tennessee State University 1969 — 1972
Bachelor of Science, Accounting and Mathematics
Middleswarth Bowers & Co. August 1976 - Present
Coopers & Lybrand (Now PriceWaterhouseCoopers) August 1972 - August 1976
Skills
Forensic Accounting, Bankruptcy Accounting &..., Non-traditional Services, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, Tax, CPA, Corporate Tax, Partnership Taxation, Tax Research, CFF, Auditing, IRS
Education
East Tennessee State University 1969 — 1972
Bachelor of Science, Accounting and Mathematics
Vallie Kelly,CPA's Coopers & Lybrand (now PricewaterhouseCoopers) Experience June 1979 - May 1984
Job Tutor/Consultant
Industry Accounting
Experience
Self-employed January 2009 - Present
Montgomery County Community College January 1989 - December 1996
Planning Research Corporation June 1984 - December 1988
Coopers & Lybrand (now PriceWaterhouseCoopers) June 1979 - May 1984
Skills
Knowledge of GAAP and..., Planning, organizing..., Evaluating internal..., Management of month end..., Financial Reporting, Staff supervision and..., Account analysis
Education
Virginia Commonwealth University - School of Business 1976 — 1979
Bachelor of Science (BS), Accounting
Florida State University 1975 — 1976
Self-employed January 2009 - Present
Montgomery County Community College January 1989 - December 1996
Planning Research Corporation June 1984 - December 1988
Coopers & Lybrand (now PriceWaterhouseCoopers) June 1979 - May 1984
Skills
Knowledge of GAAP and..., Planning, organizing..., Evaluating internal..., Management of month end..., Financial Reporting, Staff supervision and..., Account analysis
Education
Virginia Commonwealth University - School of Business 1976 — 1979
Bachelor of Science (BS), Accounting
Florida State University 1975 — 1976