DELOITTE & TOUCHE LLC
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DELOITTE & TOUCHE LLC Employees
Baxalta, Formerly Baxter Healthcare 2014 - Present
Walgreens 2012 - 2014
Deloitte & Touche LLC 2012 - 2012
Verizon 2008 - 2012
IBM 2007 - 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Financial Reporting, CPA, Finance, Variance Analysis, Budgets
Education
University of Illinois at Chicago 2010 — 2012
Master of Science, Accounting
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Deloitte August 2015 - Present
University of Illinois at Urbana-Champaign August 2011 - Present
Deloitte September 2014 - August 2015
University of Illinois College of Business August 2013 - May 2014
University of Illinois at Urbana-Champaign Illini Union August 2012 - January 2014
University of Illinois at Urbana-Champaign May 2011 - January 2014
Deloitte & Touche LLC June 2013 - August 2013
College of Business at University of Illinois August 2012 - August 2013
College of Business January 2013 - June 2013
College of Business at University of Illinois May 2012 - August 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Mandarin, Non-profits, Accounting, Nonprofits, Word, Excel, VBA, Teamwork, Piano, Event Management, Chinese, Marketing, Data Entry, Statistics, Basic Photoshop, German, Organization, SQL, System Control, Events Coordination, Accounting Regulations, Swimming, Swim Instruction, Budget, Cooperation, Communication Skills, US GAAP, Internal Control..., Internal Control..., Inventory Control, Photoshop
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Master's degree, Accountancy, 3.95
Dalian Maple Leaf 2007 — 2010
High School Canadian British Columbia Diploma, Academic, 3.89
Dalian No. 24 High School 2007 — 2007
Dalian No.44 Middle School 2004 — 2007
Dalian No.44 Middle School
University of San Francisco August 2014 - Present
University of San Francisco February 2011 - August 2014
University of San Francisco April 2009 - February 2011
Wells Fargo Advisors January 2008 - March 2009
Deloitte & Touche, LLC September 2003 - January 2008
Skills
Financial Advisory, Accounting, Series 7, Time Management, Accounts Receivable, Finance, Strategic Financial..., GAAP, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Budgets, SEC filings, Payroll, Auditing, Analysis, US GAAP, Corporate Finance, Financial Planning
Education
Sonoma State University 1998 — 2003
Bachelor of Science, Concentration in Accounting
Woodside High School
Deloitte & Touche LLC August 2011 - Present
Sherwood Village Cooperative C June 2014 - Present
PRMIA - Professional Risk Managers' International Association June 2013 - Present
PRMIA - Professional Risk Managers' International Association February 2012 - Present
Bank Leumi USA August 2010 - August 2011
Global Association of Risk Professionals August 2009 - July 2010
FGI Finance November 2008 - May 2009
First Investors Corporation January 2008 - April 2008
Skills
Risk Management, Financial Risk, Enterprise Risk..., Basel II, Operational Risk, Tableau, Credit Risk, Finance, Financial Analysis, Banking, Operational Risk..., Basel III, Project Management, Market Risk, Corporate Governance, Derivatives, Capital Markets, Financial Modeling, Corporate Finance, Portfolio Management, Governance, Leadership, Risk Analysis, Financial Markets, @Risk, Business Development, Investment Banking, ICAAP, Valuation, Microsoft Excel, Risk Control..., Risk Appetite, Policy, Equities, Treasury Management, ERM, Bloomberg, Compliance Risk..., PMO, Policies & Procedures, PD & LGD Calculation, Third Party Vendor Risk..., New Product Approval..., SR-08-8, Volcker Rule
Education
Tableau 2015 — 2015
Tableau Advanced Training Course
Basel ii Association (BCPA)
Certified Basel ii Professional (CBiiPro).
City University of New York-Baruch College
BS, Finance & Investments
Global Association of Risk Professionals (GARP)
Financial Risk Manager (FRM) Level II Candidate
Platinum Realty LLC March 2015 - Present
Realty Executives of Kansas City December 2008 - March 2015
Prudential Kansas City Realty 2002 - 2009
Sprint June 1999 - June 2002
Deloitte & Touche LLC 1996 - 1999
Cerner Corporation 1994 - 1996
Marion Merrell Dow 1989 - 1994
Skills
Market Research, Marketing Program..., Contract Negotiations, Public Speaking, Real Estate, Selling, Investment Properties, Relocation, Sellers, Short Sales, First Time Home Buyers, Referrals, Foreclosures, Real Estate Transactions, Buyer Representation, Property Management, Marketing, Contract Negotiation, Real Property, Single Family Homes, Buyers, Residential Homes, Investors, Relocation Buyers, New Homes, Vacation Homes, Move Up Buyers, Listing Homes, Income Properties, New Home Sales
Education
Rockhurst University 1989 — 1992
MBA, Organizational Development, Change Management, TQM
Rockhurst University 1983 — 1987
BSBA, MIS & Accounting
Creighton Preparatory
Deloitte & Touche LLC October 2012 - April 2014
Skills
External Audit, Internal Controls, US GAAP, Auditing, GAAP, Sarbanes-Oxley Act, SEC Filings, Financial Reporting, Financial Accounting
Education
University of Georgia - Terry College of Business 2011 — 2012
Master's degree, Accounting
The University of Georgia 2007 — 2011
Bachelor's degree, Accounting
Deloitte September 2014 - Present
Latino Business Student Association, UC Berkeley May 2013 - April 2014
Deloitte & Touche, LLC June 2013 - August 2013
Latino Business Student Association May 2012 - May 2013
Deloitte & Touche, LLC June 2012 - August 2012
Latino Business Student Association May 2011 - December 2011
Ernst & Young June 2011 - August 2011
RAZA Recruitment and Retention Center September 2010 - May 2011
Skills
Microsoft Excel, Spanish, PowerPoint, Microsoft Office, Public Speaking, Event Planning, Community Outreach, Fundraising, Leadership
Education
University of California, Berkeley 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Florida Memorial University March 2015 - Present
Community Medical Group January 2014 - March 2015
Johnson & Wales University September 2009 - September 2014
Perez-Abreu, Aguerrebere, Sueiro & Torres, P.L. CPA Firm January 2013 - December 2013
St.Thomas University September 2010 - May 2011
Deloitte & Touche LLC June 2008 - August 2008
Johnson & Wales University May 2007 - May 2008
Bahamas Water & Sewerage June 2006 - August 2006
Skills
Internal Audit, Data Analysis, Report Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Sports Coaching, Team Leadership, Team Building, Accounting, Accounts Payable, Auditing, Strategic Planning, Higher Education, Process Improvement, Account Management, Time Management, Sourcing, Admissions, Teamwork, Customer Service, Event Management, Research, Event Planning, Financial Reporting, Financial Analysis, Finance
Education
St. Thomas University 2009 — 2011
Masters, Business Administration Recipient
Johnson and Wales University 2005 — 2009
Bachelor of Science, Magna Cum Laude, Accounting; International Business
Experienced Tax Accounting Professional March 2013 - Present
Delta Air Lines June 2007 - March 2013
Cox Enterprises September 2005 - June 2007
Cingular Wireless, LLC May 2003 - September 2005
Deloitte, LLC and Andersen, LLC October 2001 - May 2003
Deloitte & Touche, LLC August 2000 - October 2001
Skills
Sarbanes-Oxley Act, Accounting, Sarbanes-Oxley, Financial Reporting, Process Improvement, Financial Modeling, Variance Analysis, Mergers & Acquisitions, Budgets, Tax Research, GAAP, US GAAP, Tax, General Ledger, Auditing
Education
University of Florida 1995 — 2000
Master of Accounting, Accounting
TIAA-CREF August 2005 - Present
Allstate 2001 - 2003
ACE Group April 1999 - 2001
Deloitte & Touche LLC September 1997 - April 1999
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Finance, GAAP, Variance Analysis, Investments, Portfolio Management, Forecasting, Internal Audit, Risk Management, Analysis, Financial Analysis, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS, Accounting
North Carolina State University 1988 — 1990
Business
NIC Inc. November 2007 - Present
Mediware Information Systems January 2007 - November 2007
Wells Fargo Financial, Inc. November 2005 - September 2006
Deloitte & Touche, LLC September 1993 - November 2005
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Managerial Finance, Auditing, Executive Management, Process Improvement, Budgets, Corporate Governance, Risk Management, SEC filings, Due Diligence, Financial Modeling, Forecasting, Analysis, Financial Statements, Finance, Variance Analysis
Education
Buena Vista University 1989 — 1993
Bachelor of Arts (B.A.), Accounting and Finance, 4.0
Beers, Hamerman, Cohen and Burger, P.C. December 2003 - Present
Beers, Hamerman and CO., P.C. November 2003 - Present
Deloitte & Touche, LLC August 1997 - October 2003
Skills
Certified Fraud Examiner, GAAP, Auditing, CPA, Microsoft Office, CCH ProSystem fx, Finance, Tax, Accounting, QuickBooks, Financial Accounting
Education
Southern Connecticut State University 1990 — 1993
Bachelor of Science (BS), Accounting
The Boston Consulting Group September 2014 - Present
Chisholm and Darden Investment Advisors August 2012 - April 2014
Deloitte & Touche LLC June 2013 - August 2013
Capitol National Bank June 2012 - August 2012
SAKOR Technologies, Inc. May 2011 - August 2011
Skills
Access, Financial Accounting, Internal Audit, External Audit, Leadership, Team Building, Oboe, Alto Saxophone, Spinning, Hunting, Project Coordination, Project Planning, Leading Meetings, Sailing, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Spreadsheets, Time Management, Teamwork, PowerPoint, Big 4, SEC filings, Quantitative Analytics, US GAAP, Financial Statement..., GAAP, Business Valuation, Tax Accounting, Tax, Microsoft Office, Public Speaking, Customer Service, Data Analysis, Microsoft Word, Microsoft Excel, Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
DELOITTE & TOUCHE LLC December 2011 - Present
Carlson School of Management August 2009 - May 2011
Carlson Fixed Income Fund 2010 - 2011
Gardner Standard LLC 2010 - 2010
Liberty Bank 2007 - 2009
Deloitte 2006 - 2007
Aldagi-BCI 2005 - 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Business Administration
ESM-Tbilisi 2001 — 2006
BBA, Business Administration
Ruhr-University Bochum 2004 — 2005
Economics
Alcoa July 2008 - Present
Alcoa March 2005 - July 2008
Alcoa April 2001 - March 2005
Carnegie Mellon University August 1997 - March 2001
Carnegie Mellon University May 1995 - August 1997
PNC May 1988 - April 1995
Deloitte & Touche LLC August 1985 - June 1988
Skills
Process Improvement, Business Process..., ERP, Project Management, Sarbanes-Oxley Act, Management, Continuous Improvement, Procurement, Supply Chain Management, Leadership
Education
Duquesne University 1981 — 1985
Bachelor of Science in Business Administration, Accounting
Nashville Ledger April 2010 - Present
Tennessee Department of Commerce and Insurance February 2009 - May 2010
CTB/McGraw-Hill December 2003 - December 2008
Deloitte & Touche, LLC May 1999 - November 2003
EdgeNet Media August 1998 - December 1999
Nashville Banner newspaper February 1995 - February 1998
Nashville Banner newspaper December 1989 - February 1995
FLORIDA TODAY/USA TODAY December 1985 - December 1989
Daily News Journal August 1979 - November 1985
Education
Middle Tennessee State University 1976 — 1984
BS, Mass Communications
PSEG August 2013 - Present
The McGraw-Hill Companies June 2010 - August 2013
Deloitte & Touche LLC September 2009 - June 2010
Deloitte 2009 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Bachelor of Science (B.S.), Major in Accounting and Economics
Middlesex County College 2005 — 2007
Deloitte & Touche, LLC January 2012 - Present
Qserve America, Inc. March 2005 - January 2012
M2S 1995 - 2005
American Cyanamid 1989 - 1992
Skills
Medical Devices, Medical Device Product..., Life Sciences, 510 K, Start-ups, Imaging, FDA, ISO 13485, QSR, CE marking, Strategic Planning, Biotechnology, Regulatory Affairs, Diagnostics, Clinical, Quality Systems, Product Development, R&D, Medical Imaging, Clinical Trials, Management Consulting, 21 CFR Part 11, Strategy Development, ISO, Regulatory Strategy, Regulatory Submissions, Compliance, Technology Transfer, ISO 14971, GMP, CAPA, Pharmaceuticals, Design Control, Change Control, Regulatory Requirements, Quality Management, cGMP, Validation, GxP, Medical Diagnostics, Process Validation, Quality Auditing, SOP, GLP, Quality Assurance
Education
Fairleigh Dickinson University 1986 — 1990
M.B.A., Management
Montclair State University 1982 — 1986
M.A. Biology, Microbiology, Genetics
Richard Stockton College of New Jersey 1975 — 1979
B.S. Marine Science, Marine Biology, Microbiology
Deloitte & Touche LLC June 2012 - Present
Deloitte Consulting August 2010 - June 2012
e5 Solutions Group November 2009 - March 2010
Honeywell August 2009 - August 2009
Chevron Oronite July 2007 - April 2009
Southern California Edison August 2006 - February 2007
Mervyns December 2005 - August 2006
Genentech August 2004 - October 2005
SAP America January 2001 - January 2003
PeopleSoft August 2000 - February 2001
Skills
SAP, ERP, Cash Management, Risk Management, Forecasting, Business Analysis, Business Process, Business Process..., SAP ERP, Business Intelligence, Project Management, Management, Process Improvement, Finance, Requirements Analysis
Education
Occidental College 1977 — 1981
BA, Economics
Carlson Wagonlit Travel December 2011 - July 2015
Non Appropriated Funds October 2010 - December 2011
One Hundred Percent Travel November 2003 - October 2010
Kimco Realty Corporation January 2007 - January 2008
alamo travel March 2005 - August 2007
Deloitte & Touche LLC January 1989 - March 1996
Skills
Marketing Strategy, Contract Negotiation, Strategic Planning, Budgets, Business Strategy, Sales, Customer Service, Program Management, Management, Strategy, Leadership, Negotiation, Marketing, Social Media, Team Building, Event Planning, Process Improvement, Operations Management, Social Media Marketing, Market Research, Vendor Management, Public Relations, Social Networking, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Trade Shows, Travel Management, Business Travel, Leisure Travel, Travel Arrangements, Adventure Travel, Volunteer Recruiting, Volunteer Training, Volunteer Management, Non-profit Volunteering, Yoga Instruction, Children's Yoga
Education
The University of Dallas 1997 — 1997
Master of Business Administration (M.B.A.), Corporate Finance, 3.5 GPA
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 1992 — 1993
Financial Certification, Finance and Financial Management Services, Certificate
Universidad Autónoma de Guadalajara 1985 — 1990
Bachelor's Degree, Licenciado en Contaduria
Preparatoria Femenil 1982 — 1985
High School Diploma, High School Certificate
Union Pacific Railroad September 2014 - Present
Union Pacific Railroad February 2013 - Present
Hawkins Construction August 2011 - January 2013
Deloitte & Touche, LLC January 2011 - April 2011
National Indemnity Co May 2010 - August 2010
Atchison High School August 2007 - May 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Data Analysis, Financial Reporting, Financial Analysis, PowerPoint, Financial Accounting, Internal Controls, Financial Statements, Internal Audit, Corporate Finance, QuickBooks, GAAP, Valuation, Analysis, Table Tennis, Budgets, Account Reconciliation, Finance, General Ledger, Process Improvement
Education
University of Nebraska at Omaha 2014 — 2016
Master of Business Administration (MBA), Risk Management
University of Nebraska at Omaha 2010 — 2012
Business, Accounting, 3.7
Benedictine College 2005 — 2009
Mathematics, Mathematics, Biology
AXCELERUS June 2013 - Present
CTRM Solutions, LLC October 2011 - June 2013
Deloitte & Touche LLC May 2000 - September 2011
KMPG September 1997 - February 2000
Maxor Trading Corp 1985 - 2000
Skills
Hedging, Risk, Risk Management, Enterprise Risk..., Commodities, Energy, SOX, Operational Risk, Valuation, Derivatives, Options, Trading, Credit Risk, Risk Mitigation, CTRM, Business Process..., ETRM, Financial Risk, Commodity, Dodd-Frank, Business Process, Commodity Markets, Financial Services, Capital Markets, Market Risk, Strategy, Due Diligence, Finance, Sarbanes-Oxley Act, Financial Markets, Internal Audit, Internal Controls, IT Strategy
Education
Georgetown University
BSFS, Foreign Affairs
Universidade de São Paulo
N/A, Economic History
NAIC December 2010 - Present
Standard & Poor's June 2002 - April 2008
FSA 2000 - 2001
Deloitte & Touche LLC 1999 - 2000
Fitch Ratings 1995 - 1999
Skills
Structured Finance, Capital Markets, Portfolio Analysis, Portfolio Management, Financial Risk, Analysis, Research, Product Development, Credit Analysis, CDO, Fixed Income, Due Diligence, ABS, Credit, Risk Management, Structured Products, Financial Services, Loans, Derivatives, Securities, Finance, Credit Risk
Education
New York University 1992 — 1995
MA
Hofstra University 1986 — 1990
BA
The Sears Law Firm, P.A. August 2000 - Present
Deloitte & Touche, LLC January 1986 - December 1990
Skills
Tax Law, LLC, Tax, IRS, Corporate Tax, Individual Tax, Estates and Trusts, IRS Audits, Auditing, Trusts, International Tax, Estate Tax Planning, Litigation
Education
University of West Florida 1982 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Wake Forest University 1973 — 1977
B.A., History, Education
Samford University, Cumberland School of Law
J.D., Law
Dresner Partners January 2012 - Present
Morgan Joseph TriArtisan LLC 2009 - January 2012
SMH Capital Inc. 2007 - 2009
Glocap Advisors 2001 - 2007
Needham & Co. Inc. 1999 - 2001
Schroder & Co. Inc (Wertheim Schroder) 1993 - 1999
Deloitte & Touche LLC 1990 - 1993
Salomon Brothers 1989 - 1990
Ernst & Young 1986 - 1988
Skills
Venture Capital, Private Placements, Mergers, Capital Raising, Fairness Opinions, IPO, Growth Capital, Valuation, LBO, Investment Banking, Mergers & Acquisitions, Healthcare, Due Diligence, Corporate Development, Medical Devices, Corporate Finance, Private Equity, Healthcare Information..., Restructuring, Leveraged Finance, M&A experience, Divestitures, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
Deloitte & Touche, LLC May 2009 - Present
Bearing Consulting October 2008 - June 2009
Protiviti December 2007 - October 2008
Department of Education June 2004 - December 2007
Education
George Mason University 2000 — 2004
B.S., Computer Science with Business Minor
Canon USA October 2014 - Present
Adecco Staffing, USA February 1998 - September 2014
Barnes & Noble March 1996 - November 1997
Kraft Foods Group March 1994 - March 1996
Deloitte & Touche LLC 1989 - 1994
Deloitte & Touche LLC 1989 - 1994
Skills
Accounting, Financial Analysis, Payroll, Financial Reporting, Account Reconciliation, General Ledger, Financial Accounting, Finance, Auditing, Variance Analysis, Internal Controls, Forecasting, Managerial Finance, Budgets, Analysis
Education
Pace University 1987 — 1989
Bachelor's degree, Accounting, 3.7
Adelphi University 1985 — 1987
Gro Development June 2014 - Present
Daxko T2 Consulting January 2011 - June 2014
Triangle2 Partners, LLC January 2002 - January 2011
YMCA of the USA December 1999 - December 2001
Deloitte & Touche, LLC January 1997 - June 1999
Levin Associates Architects September 1995 - January 1997
Skills
Project Planning, Leadership, Project Management, Architectural Design, Strategic Planning, Design Research, Non-profits, Project Coordination, Capital Budgeting, Cost Benefit, Space-planning, Proformas, Public/private..., Fiscal Impact Analysis
Education
University of Notre Dame 1990 — 1995
Bachelor of Architecture, Architecture
Long Lake Food & Beverage LLC August 2012 - Present
NGS Development Group LLC September 2007 - Present
Basswood Preserve LLC 2009 - Present
Latvian Cleveland Credit Union 2012 - Present
Hemisphere Development LLC April 2006 - July 2007
Richmond American Homes of Colorado, Inc. September 2002 - August 2005
Deloitte & Touche LLC 2000 - 2001
Skills
Land Development, Land Acquisition, Real Estate, Real Estate Development, Entitlements, Real Estate Transactions, Location Intelligence, Disposition, Construction Management, Real Estate Economics, Contract Negotiation, Brokerage, Residential Homes, Construction, Corporate Real Estate, Property Management, Due Diligence, Negotiation, Investment Properties, Commercial Real Estate, Leases, Tenant Representation, Tenant, Acquisitions, Lease Negotiations, Feasibility Studies, Asset Management, Single Family Homes, Valuation, Mixed-use, Joint Ventures, Selling, Relocation, Investments, Short Sales, Tax Credits, Shopping Centers, Landlords, Property, Real Estate Financing, Apartments, Green Building, International Real..., Appraisals, Renovation, Property Law, Real Property, Facilities Management, Site Development, Sales
Education
University of Denver - Daniels College of Business 2001 — 2002
MS, Real Estate
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Entrepreneurship and Policy & Strategy
Lake Forest College 1990 — 1994
BA, Psychology
JPMorgan Chase July 2012 - Present
The Siegfried Group February 2007 - June 2012
Ernst & Young April 2006 - February 2007
Deloitte & Touche LLC September 2003 - July 2006
Skills
Auditing, Financial Reporting, Financial Services, Internal Controls, Accounting, Tax, General Ledger, Financial Statements, Corporate Tax, Asset Management, Fund Accounting, Private Equity, Mutual Funds, Hedge Funds, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Analysis, Financial Accounting
Education
Boston University 1988 — 1992
BS, Accounting
Northeastern University
Resources Global Professionals May 2011 - Present
Girl Scouts of Greater Atlanta, Inc. 2007 - 2013
Resources Global Professionals October 2008 - May 2011
Affiliated Computer Services 2005 - 2006
Affiliated Computer Services 2003 - 2005
BellSouth International 1998 - 2003
BellSouth 1997 - 1998
Deloitte & Touche, LLC 1989 - 1997
Skills
Process Improvement, Financial Analysis
Education
Emory University - Goizueta Business School
BBA, Accounting
Marist High School
NY1 News August 2011 - Present
Langenscheidt Publishers, Inc August 2004 - December 2010
Deloitte & Touche, LLC December 2003 - August 2004
CALC / Canterbury Computer Training April 2002 - October 2003
DIRECTV, Inc December 1999 - October 2001
Phillips Publishing Inc April 1997 - April 1999
Skills
Calendaring, Human Resources, Travel Arrangements, Confidentiality, Expense Reports, Office Management, Data Entry, Training, Management, Employee Benefits, Customer Service, Typing, Access, Newsletters, Software Documentation, Filing, PeopleSoft, Office Equipment, Executive Level..., Outlook, Proficient in Microsoft..., Calendar management, NYS Notary Public
Education
Katharine Gibbs School 2001 — 2003
Associates Degree
Jamaica High School 1991 — 1995
High School Diploma
The Consultative Recruiter Strategies January 2011 - Present
BestInterviewTips.com January 2009 - Present
S. Benjamins & Company April 2004 - Present
Heidrick & Struggles 1998 - 2001
Heidrick & Struggles Leaders On Line April 1997 - June 1998
Deloitte & Touche LLC July 1995 - September 1997
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
Exec MBA
University of Southern California - Marshall School of Business
MBA, Business Taxation
Deloitte Tax August 2014 - Present
Deloitte Consulting June 2012 - Present
Goldman Sachs April 2011 - May 2012
Deloitte & Touche LLP 2007 - April 2011
Deloitte & Touche LLC 2000 - 2007
Navisys 1999 - 2000
American Skandia 1996 - 1998
Skills
Program Management, Project Management, Sarbanes-Oxley Act, Enterprise Risk..., Capital Markets, Risk Management, Management Consulting, Financial Services, Financial Risk, Accounting, Auditing, Banking, Business Analysis, Business Process..., Change Management, Due Diligence, Finance, Financial Analysis, Financial Modeling, Leadership, Training
Education
University of Dar-es-Salaam 1992 — 1994
MBA, Finance
Iona College 1988 — 1992
Bachelor of Arts, Computer Science
Deloitte & Touche LLC May 2012 - Present
Delotte Marketpoint L.L.C. May 2011 - May 2012
BP, NAGP September 2010 - March 2011
Shell Energy North America January 2001 - July 2010
Shell Trading/Coral Energy November 1997 - January 2001
Joffre Corporation August 1994 - November 1997
IBM May 1989 - August 1991
Skills
Due Diligence, Energy Trading, Regulatory Analysis, Risk Management, Economic Research, Energy Management, Power Generation, Power Trading, Gas Trading, Global Natural Gas..., Power Plants, Natural Gas Trading, Commodity Valuation, Commodity, Commodity Markets, Energy, Energy Industry, Energy Markets, Financial Risk, Gas, Natural Gas, Trading, Financial Modeling, Management, Business Strategy, Valuation, Finance, Strategy, Analysis, Financial Analysis, Business Analysis, Petroleum, Strategic Planning
Education
Sam Houston State University 1992 — 1994
BS, Economics & International Business
Sam Houston State University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Economics
Sherman & Howard L.L.C. October 2015 - Present
Gordon & Rees LLP April 2013 - Present
Hall, Booth, Smith, P.C. August 2010 - April 2013
SPIZZIRRI LAW OFFICES January 2004 - August 2010
DeVry University June 2000 - June 2010
Duane Morris, LLP June 2002 - December 2003
Arthur Andersen & Co. May 2000 - May 2002
Ernst & Young LLP May 1998 - May 2000
Deloitte & Touche, LLC June 1997 - May 1998
State of South Dakota June 1993 - February 1996
Skills
Partnership Taxation, Corporate Law, Tax Law, Accounting, Financial Planning, Commercial Litigation, Income Tax, Corporate Tax, Tax Compliance, Estate Planning, International Tax, Tax Preparation, Litigation, Individual Taxation, Tax Accounting, Retirement Planning, Trusts, GAAP, Firm Valuation, Capital Structure, Structured Finance, Corporate Governance, Corporate Finance, International Law, Tax, Mergers, Bankruptcy, Tax Returns, Due Diligence, Compliance, Real Estate, Restructuring, Private Equity, LLC, Joint Ventures, Small Business, Succession Planning, Risk Management, Securities, Business Planning, Contract Negotiation, Venture Capital, Banking, Mergers & Acquisitions, Legal Writing, Mediation, Cross-border..., Civil Litigation, Strategic Financial..., Strategy
Education
DePaul University College of Law 1996 — 1997
LL.M., Master of Laws in Taxation
Keller Graduate School of Management of DeVry University 1999 — 2006
M.A.F.M., Master of Accounting and Financial Management
The University of South Dakota School of Law 1989 — 1992
J.D., Law
The University of South Dakota 1988 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
B.B.A., Business Administration
Dimensional Fund Advisors August 2014 - Present
Deloitte & Touche LLC June 2013 - August 2013
University of Michigan September 2010 - January 2013
Truven Health Analytics April 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Skills
Time Management, Software Documentation, Sales, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Cost Benefit, Teamwork, Leadership, Access, Finance, Public Speaking, Facebook
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master's Degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA)
Cherry Creek High School 2005 — 2009
Intel Security July 2014 - Present
McAfee December 2013 - Present
Secunia November 2012 - December 2013
AVG June 2011 - November 2012
TELUS 2008 - 2011
Deloitte & Touche LLC 2007 - 2008
Quality Control Specialists 2006 - 2007
OAO Technology Solutions 2002 - 2005
Black Hole Design Inc March 1998 - March 2003
Skills
Product Management, Strategy, Entrepreneurship, Strategic Planning, Strategic Partnerships, Business Strategy, Change Management, Product Marketing, Cross-functional Team..., Competitive Analysis, Program Management, Mobile Devices, Management Consulting, Leadership, Product Development, Business Process, Project Management, Public Speaking, Strategic Thinking, Governance, Marketing Strategy, Market Research, Integration, User Experience, Innovation Management, Innovation Consulting, Internet Security, Business Process..., Lean Startup, Financial Analysis, Financial Modeling, Six Sigma, Lean Management, Market Analysis, Mergers & Acquisitions, Innovation, Product Innovation, Teaching/mentoring, Speaking Engagements, Strategy Development, Product Strategy, Scrum, SaaS, Analytics, E-commerce, Business Development, Management, Business Planning, Process Improvement, Project Portfolio...
Education
Rotman School of Management 2010 — 2010
Certificate of Integrative Thinking, Integrative Thinking
York University 2004 — 2006
MBA, MBA
York University - Schulich School of Business 2004 — 2006
MBA, Specialization: Strategic Management
University of Guelph 1998 — 2002
BA, Computer and Information Science
Ecowize Group January 2015 - Present
Motawi Tileworks & Enterprises November 2011 - December 2014
Affinia Group Inc. March 2005 - October 2011
ProQuest March 2003 - February 2005
Balance Technology Inc February 2001 - February 2003
Deloitte & Touche, LLC September 1997 - January 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, US GAAP, Financial Analysis, Auditing, Financial Audits, Process Improvement, Accounting, ERP, Budgets, Hyperion Enterprise, Variance Analysis, Cost Accounting, SEC filings, Forecasting, Financial Reporting, Cash Flow, Financial Modeling, Tax, Financial Statements, Payroll, Microsoft Excel, QuickBooks
Education
Eastern Michigan University
Master of Science (M.S.), Accounting and Finance
University of Michigan - Graduate School of Social Work
Master of Social Work (M.S.W.), Policy & Planning
Calvin College
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Reynolds & Franke July 2014 - Present
Global Tax Service LLC September 2012 - June 2013
Global Tax Service May 2011 - July 2011
Deloitte & Touche, LLC June 2010 - July 2010
Oxford College of Emory University August 2009 - May 2010
Oxford College of Emory University January 2009 - December 2009
Carlsberg, Tashkent June 2009 - July 2009
Skills
Photoshop, Russian, Uzbek, Drake Tax Software, Tax, Program Management, Business Planning, Quickbooks, AutoCAD, SQL, Beginner German and..., Data Analysis, advanced Microsoft..., PowerPoint, US GAAP, Microsoft Excel, Microsoft Office
Education
Goizueta Business School, Emory University 2010 — 2012
BBA; Bachelor of Business Administration, Accounting; CPA track
Emory University 2008 — 2012
Bachelor of Business Administration (BBA), CPA track Accounting
Oxford College of Emory University 2008 — 2010
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Accenture July 2015 - Present
Navigant September 2013 - July 2015
Trinity Washington University January 2012 - July 2015
The World Bank Group July 2013 - September 2013
Deloitte & Touche LLC August 2011 - June 2013
SallieMae September 2009 - August 2011
Fannie Mae March 2006 - August 2009
Winchester Homes Inc. November 2004 - February 2006
Discovery Communications June 2004 - October 2004
Skills
Finance, Risk Management, Internal Controls, Strategy, Financial Reporting, Financial Analysis, Management Consulting, Bloomberg, Accounting, SAP, Hyperion Enterprise, PeopleSoft, Process Improvement, Analytics, SQL, Microsoft Excel, Financial Services, Auditing, Enterprise Risk..., Cognos, Summit, Valuation, Financial Risk, Data Analysis, Strategic Financial..., Managerial Finance, Business Process..., Corporate Finance, Microsoft Certified..., Due Diligence, Derivatives, Financial Modeling, IFRS, US GAAP, Forecasting, Capital Markets, Sarbanes-Oxley Act, Investments, Internal Audit, ISTAR, Financial Statements, Equities, Financial Accounting, Portfolio Management, Making Home Affordable..., Financial Regulation, Securities Regulation, SOX Compliancy, Mortgage Banking, Mortgage Servicing
Education
Shenandoah University 2015 — 2018
Doctor of Professional Studies (DProf)
The Johns Hopkins University - Carey Business School
MBA
Liaoning University
Certificate
State University of New York College at Geneseo
BS
Denver Public Schools August 2011 - Present
Gatherings Meetings & Events, LLC January 2005 - August 2010
DNC 2008 - 2008
Deloitte & Touche, LLC January 2003 - May 2004
American Management Services, Inc January 1994 - September 2002
Mills College January 1991 - January 2000
Interactive Software Systems, Inc January 1991 - January 1994
Skills
Event Planning, Event Management, Newsletters, Training, Marketing, Nonprofits, Management, Community Outreach, Editing, Public Speaking, Budgets, Strategic Planning, Internal Communications, Non-profits, Project Management, Analysis, Program Management, Sales, Social Media, Leadership, Proposal Writing, Customer Service
Education
Mills College 1986 — 1990
Bachelor of Arts, Communications; Advertising
Boston University 1989 — 1989
London Internship Programme, Advertising
North High School 1982 — 1986
Diploma
Officeteam September 2014 - Present
Opici Wines June 2014 - August 2014
Easton Staffing of New Jersey November 2010 - January 2011
Affiliated Computer Services August 2010 - December 2010
Fidessa October 2006 - June 2008
KPMG LLP January 2006 - September 2006
Deloitte & Touche LLC March 2005 - December 2005
Bear Stearns March 1998 - September 2004
Skills
Business Analysis, Databases, Analysis, CRM, IT Strategy, Project Management, Outsourcing, Project Planning, Quality Assurance, Visio, Troubleshooting, Enterprise Software, Training, Budgets, Networking
Education
Fashion Institute of Technology 1990 — 1991
A.A, Fashion Buying and Merchandising
Rowan University 1987 — 1990
B.A, Business Management
Adaptive, Inc. November 2009 - Present
James Bedford, Sales & Marketing 2005 - September 2010
Valicert, Inc. 2002 - 2004
MaxSol, Inc. 1999 - 2001
Deloitte & Touche, LLC 1997 - 1999
GMIS/McKesson 1992 - 1996
HPR/Mckesson 1990 - 1992
Wang Laboratories, Inc. 1980 - 1990
IBM, Inc. December 1976 - May 1980
Skills
Strategic Partnerships, Cloud Computing, Sales, Business Intelligence, Business Development, Solution Selling, Business Analysis, SaaS, Business Strategy, Master Data Management, Integration, Salesforce.com, Data Integration, Process Improvement, Enterprise Architecture, Data Quality, Professional Services, Sales Process, Business Process..., Change Management, Telecommunications, Selling, CRM
Education
Providence College 1972 — 1976
Bachelor of Science (BS)
CIM group April 2009 - Present
Deloitte & Touche, LLC September 2002 - September 2008
Skills
Due Diligence, Accounting, Financial Analysis, GAAP, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, SEC filings
Education
University of Southern California 1999 — 2002
Prudential Financial February 2015 - Present
Prudential Financial August 2011 - Present
Prudential Financial LTD March 2009 - August 2011
Prudential Financial Inc. October 2006 - March 2009
Deloitte & Touche LLC August 2005 - November 2006
Skills
Fluent in Portuguese, Microsoft Office
Education
Rutgers Business School 2008 — 2011
Masters of Business Administration, Finance and Global Management
Rutgers, The State University of New Jersey-Newark 2002 — 2005
MAXIMUS November 2013 - Present
Micori Properties, LLC April 2004 - Present
Army JAG Corps / CRGT February 2010 - November 2013
Micori, Inc. April 2004 - May 2010
iNet Strategy October 2003 - April 2004
Solutions By Design June 2000 - October 2003
Deloitte & Touche, LLC May 1998 - June 2000
Skills
JavaScript, HTML, AJAX, Visual Basic, Java, SQL, COM, Windows Server, XML, Web Services, Salesforce.com, Fedora, RedHat, ODBC, SQL Server, Lotus Domino, DHTML, Application Development, Lotus Notes, Software Development, Windows, CSS, Web Development, VMware, Business Analysis, LotusScript, Requirements Analysis, Software Documentation, SDLC, Business Intelligence, IT Strategy, Web Applications, Software Design, SaaS, Enterprise Architecture, Requirements Gathering, Integration, Architecture, Cloud Computing, SharePoint, Databases, IIS, Lotus, Database Design, Enterprise Software, Software Project..., XPages, Agile Methodologies, Active Directory, ITIL
Education
University of Alabama in Huntsville
BS, Electrical Engineering
River Oaks Academy 2012 - Present
Monte Nido & Affiliates September 2010 - Present
Buxbaum HCS, LLC April 2010 - August 2010
Genius Products, Inc June 2007 - January 2010
TBA Global, LLC December 2005 - June 2007
Image Entertainment, Inc March 2002 - December 2005
TC Electronic, Inc November 1999 - January 2002
Deloitte & Touche, LLC September 1997 - November 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Forecasting, Internal Controls, Fixed Assets, Budgets, General Ledger, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Mergers, SAP, Mergers & Acquisitions
Education
California State University-Northridge
BS, Accounting
California State University
Bachelor of Science, Accounting
Trinity Health November 2012 - Present
Trinity Health July 2010 - November 2012
* August 2009 - July 2010
Deloitte & Touche LLC January 2007 - June 2009
MSX International for Ford Asia Pacific Marketing and Sales 2005 - 2006
MSX International for Ford Design Institute 2000 - 2005
Danzas AEI 1990 - 1999
United Training Services 1989 - 1991
Skills
Design, development,..., Needs Analysis, E-Learning, Coaching, Process Improvement, Instructor-led Training, Instructional Design, ADDIE, Blended Learning, Performance Consulting, Performance Improvement, Learning Management..., Learning Management, Training Delivery, Adult Education, Multimedia, Consulting, Training, Organizational..., Software Documentation, Curriculum Design, WebEx, Performance Management, Staff Development, Succession Planning, Talent Management, Dreamweaver, Workshop Facilitation, Leadership Development, Technical Writing, Organizational Learning, SnagIt
Education
Eastern Michigan University 1988 — 1989
M.A., Educational Psychology
Concordia University 1979 — 1982
BA, Western Society and Culture
John Abbott College 1975 — 1978
DEC, Business
John XXIII High School 1971 — 1975
High School Diploma
The Inn at 410 B&B, Flagstaff, AZ Vice PresidentTishman Hotel Corp.1997 - 2001
Deloitte & Touche LLC 1993 - 1997
Ritz Carlton Hotel Co. 1985 - 1992
Laventhol & Horwath 1979 - 1985
Education
UCLA Anderson School of Management 1981 — 1985
Cornell University 1970 — 1974
BS, Hotel Administration
Texas Pacific Group (TPG) December 2014 - Present
The Home Depot June 2013 - December 2014
The Home Depot December 2011 - June 2013
The Home Depot October 2009 - December 2011
The Home Depot February 2006 - October 2009
Giuliani Capital Advisors 2000 - 2006
Deloitte & Touche LLC September 1995 - July 1998
Skills
Mergers & Acquisitions, Strategy, Forecasting, Finance, Financial Reporting, Due Diligence, Leadership, Auditing, Internal Controls, Analysis, Business Planning, Management, Management Consulting, Accounting, Internal Audit, Strategic Planning, Outsourcing, Restructuring, Executive Management, Supply Chain, Project Planning, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelor of Science (BS), Accounting, Summa Cum Laude
Lansdowne Construction LLC June 2013 - Present
Surety LLC January 2005 - January 2013
Modica Financial Services 1992 - 2005
Real Property Resources LLC 1989 - 1992
Eisinger Kilbane & Associates 1986 - 1992
Deloitte & Touche LLC 1983 - 1986
Skills
CPA
Education
Ferris State University 1979 — 1983
Bachelor of Arts and Science, Accounting
Cormedix Inc. July 2014 - Present
Mylan Specialty January 2010 - April 2014
Catalent October 2008 - December 2009
Bayer Healthcare November 2006 - June 2008
Berlex / Schering A.G. June 2001 - October 2006
Berlex Laboratories Inc. February 1998 - June 2001
Berlex Laboratories Inc. June 1995 - January 1998
HOECHST ROUSEL PHARMACEUTICAL INC. January 1993 - May 1995
HOECHST CELANESE CORPORATION November 1989 - December 1992
DELOITTE & TOUCHE LLC August 1984 - October 1989
Skills
Negotiation, Mergers, Business Strategy, Core Competences, Business Planning, Forecasting, Managed Care, Pharmaceutical Industry, Strategy, Mergers & Acquisitions, Start-ups, Budgets, Leadership, Business Development, Cross-functional Team..., Financial Reporting, Team Leadership, Process Improvement, Team Building, Sales, Strategic Planning, Finance, Management, Change Management, Biotechnology, Product Launch, Project Planning, Auditing, Financial Analysis, Accounting, Competitive Analysis, Sarbanes-Oxley Act, Pricing, SAP, Financial Modeling, Analysis, Cost Accounting, US GAAP, Acquisition Integration, Strategic Financial..., Due Diligence, Hyperion Enterprise, Variance Analysis, Financial Planning
Education
Lehigh University 1991 — 1993
MBA, Management
Pace University 1981 — 1984
BBA, Accounting
Analog Devices July 2010 - Present
Deloitte & Touche LLC January 2005 - February 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MSCF, Master of Science - Corporate Finance
Bentley University 1999 — 2003
BSA, Accounting
FINRA (Financial Industry Regulatory Authority) July 2007 - Present
NYSE Regulation, Inc. November 2003 - July 2007
Deloitte & Touche LLC October 2002 - November 2003
Kings County District Attorney's Office October 1997 - October 2002
Education
Saint John's University School of Law 1994 — 1997
JD
University of California, Los Angeles 1989 — 1993
BA, Political Science
Yonsei University 1990 — 1990
Dianova USA March 2006 - May 2013
Action Resources 2006 - 2008
Deloitte & Touche, LLC August 1999 - November 2004
Federal Express June 1984 - August 1999
Skills
Public Speaking, Workshop Facilitation, Executive Coaching, Leadership Development, Program Management, Organizational..., Event Planning, Nonprofits, Sales, Leadership, Business Strategy, New Business Development, Program Development, Team Building, Training
Education
State University of New York College at Purchase 1993 — 1996
Bachelor of Arts (B.A.), Political Economy
Hospitality Inc October 2007 - September 2008
Pure Flo Water Co May 2003 - August 2007
Associates Group May 2002 - February 2003
Travel 800 LLC September 1996 - March 2002
Deloitte & Touche LLC March 1993 - January 1995
Cal Coast Mortgage Corp July 1991 - December 1992
Education
San Diego City College 1980 — 1984
n/a, Undeclared
Continuant February 2006 - Present
B&C Telephone - aka BlackBox January 2004 - February 2006
Netsian Technologies Group November 2002 - September 2003
Williams Communications/NextiraOne, LLC March 2000 - September 2002
Quokka Sports January 1999 - March 2000
Deloitte & Touche, LLC January 1998 - January 1999
GTE Customer Networks/Verizon September 1996 - January 1998
Skills
Telecommunications, Telephony, Avaya, VoIP, Unified Communications, Call Center, Cisco Technologies, IP, Wireless, Troubleshooting, Customer Satisfaction, MS Project, Call Centers, Training, Technical Support, SIP
Education
College of the Desert 1994 — 1995
Emergency Med, Marketing, Interiror Design
Okabena Co. July 2014 - Present
Northern Trust January 2009 - July 2014
Northern Trust April 2007 - January 2009
Mid Atlantic Capital Group, Inc. January 2006 - November 2006
American Express Financial Advisors October 1996 - December 2005
Deloitte & Touche LLC 1991 - 1996
Skills
Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Equities, Series 7, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Income, Financial Modeling, Series 63, Securities, Estate Planning, Equity Research, Asset Management, Bonds, High Net Worth..., Private Equity, Wealth Management..., Financial Planning, Financial Services, Private Banking, ETFs
Education
DePaul University 1991 — 1993
Masters, Accounting
Williams College 1987 — 1991
BA, Economics
Deloitte & Touche LLC April 2015 - Present
American Operations Corporation (AOC) October 2014 - April 2015
TEKsystems December 2013 - September 2014
KForce Government Services (KGS) December 2012 - August 2013
DFAS July 2009 - December 2012
DFAS April 2008 - July 2009
State of Ohio January 2004 - April 2008
Checkfree Corporation April 2003 - January 2004
JPMorgan Chase October 1998 - August 2002
Skills
General Ledger, Financial Reporting, Auditing, Accounting, Business Process..., Accounts Payable, Process Improvement, Internal Controls, Budgets, Account Reconciliation, Internal Audit, Accounts Receivable, Analysis, GAAP, Financial Statements, Business Process, Tax, Access, Sarbanes-Oxley Act, Financial Accounting, Management, Managerial Finance
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Graduate certificate, Accounting
Ashland University 2005 — 2007
MBA, Executive Management
DeVry University 2001 — 2002
Bachelor, Information Technology
University of Toledo
Bachelor of Science (BS), Business Administration and Management, General
Warren G Harding
BH Media Group October 2014 - Present
Dominion Enterprises September 2008 - October 2014
Mitsubishi Chemical USA 2004 - 2008
Hermes Abrasives LTD 2000 - 2004
Deloitte & Touche LLC 1992 - 1999
Skills
Budgets, Financial Analysis, Financial Reporting, Strategic Planning, Accounts Receivable, Financial Accounting, Process Improvement, Customer Service, Microsoft Office, Management, Project Management, Contract Negotiation, Forecasting, Finance, Leadership, Financial Modeling, Accounting, Strategy, P&L Management, Auditing, Mergers & Acquisitions, Corporate Finance, Business Planning
Education
Old Dominion University - College of Business and Public Administration 2002 — 2005
Master of Business Administration (M.B.A.)
San Jose State University 1988 — 1992
Bachelor of Science, Business Administration, Accounting
McDonald's September 2006 - February 2015
McDonald's Corporation September 2003 - September 2006
McDonald's Corporation February 2003 - September 2003
McDonald's Corporation May 2002 - February 2003
McDonald's Corporation April 1998 - May 2002
McDonald's Corporation May 1996 - April 1998
McDonald's Corporation February 1993 - May 1996
Deloitte & Touche, LLC January 1988 - February 1993
Skills
Strategic Financial..., Forecasting, Financial Analysis, Process Improvement, Strategic Planning, Financial Reporting, Accounting, Managerial Finance, Financial Accounting, Mergers & Acquisitions, Financial Modeling, Sarbanes-Oxley Act, Operations Management, Financial Planning
Education
Bradley University 1983 — 1987
BS, Accounting
Franklin Templeton Investments July 2000 - November 2009
Deloitte & Touche LLC February 2000 - July 2000
Smith Barney February 1999 - November 1999
Skills
Graphics, Access, Brochures, Flyers, Dreamweaver, Microsoft Office, Flash, User Experience, XP, Corporate Identity, Business Cards, HTML, Marketing, Adobe Creative Suite, Illustrator, Photoshop, Layout, Investments, Project Management, Web Design, InDesign, Mac, Adobe Acrobat, User Interface Design, Advertising, Business Analysis
Education
American Pacific College 2011 — 2011
Certificate, Computer Information Systems
Master's Institute 1991 — 1993
Associate in Science, Graphich Arts / Desktop Publishing
Lopez Consulting Group 2009 - Present
Madrinas 2003 - 2015
AgreeYa Solutions 2006 - 2009
Bartig Basler & Ray 2003 - 2006
Deloitte & Touche LLC 1997 - 2003
MartinezBecerra Consulting LLC 1991 - 1997
Sacramento Municipal Utility District (SMUD) 1987 - 1990
Deloitte Haskins & Sells 1981 - 1987
Office of the Legislative Analyst 1980 - 1981
California State University, Office of the Chancellor 1976 - 1980
Skills
Executive Coaching, Talent Management, Organizational..., Leadership Development, Non-profits, Strategic Planning, Workshop Facilitation, Team Building, Organizational..., Succession Planning, Management, Strategy, Management Consulting, Program Management, Workforce Planning, Coaching, Conflict Resolution, Executive Development, Nonprofits, Leadership, Change Management, Staff Development, Talent Acquisition, Diversity & Inclusion, Organizational Design, Employee Engagement, Strategic Leadership, Records Management, Performance Management, Proposal Writing, Human Resources, Process Improvement, Consulting, Analysis, Strategic Communications, Program Development, Mentoring, Policy, Business Process..., Training, Public Speaking, Project Management
Education
California State University-Long Beach
Master of Business Administration (MBA), IT/HR/Finance
San Diego State University-California State University
B.S. Business Management, Management, Economics, Human Resources
University of Central Missouri October 2005 - February 2010
Deloitte & Touche, LLC February 1998 - May 2001
KPMG Peat Marwick, LLC August 1995 - February 1996
Skills
Accounting
Education
Avila University 1977 — 1981
Bachelor of Science, Business
Global Tax Network August 2000 - Present
LarsonAllen Search, LLC 1997 - 2002
Larson Allen Weishair & Co, LLP 1995 - 1997
Robert Half International, Inc 1994 - 1995
Deloitte & Touche, LLC 1988 - 1994
Skills
Tax, Accounting, Financial Reporting, Expatriate Management, Payroll, Auditing, Tax Preparation, Talent Acquisition, Tax Returns, Income Tax, Management
Education
The University of North Dakota 1983 — 1988
Bachelor of Accountancy, Accounting
Deloitte & Touche August 2013 - March 2015
Deloitte & Touche LLC July 2011 - September 2013
Deloitte Haskins and Sells March 2008 - September 2010
Skills
IFRS, Internal Controls, Auditing, MIS, Income Tax, External Audit, Accounting, Financial Accounting, Financial Analysis, Statutory Audit, Internal Audit, Financial Reporting, Tax, Assurance
Education
Mangalore University
Bcom, Mcom, CA, CPA, commerce
Gordon Food Service April 2014 - Present
JSJ Corporation September 2012 - April 2014
Deloitte & Touche, LLC September 2008 - September 2012
Self Employed February 2003 - September 2008
DeMott Law Firm, P.A. May 2002 - November 2003
Levine, Benjamin, Bratt, Jerris & Stein, PLLC September 2001 - May 2002
Lilly & Lilly, PC May 2001 - August 2001
Skills
Auditing, Financial Reporting, Internal Controls, GAAP, Financial Accounting, External Audit, US GAAP, Big 4, Financial Statements, SEC filings, Fixed Assets, CPA
Education
Grand Valley State University 2006 — 2008
M.S.A, Accounting
Wayne State University Law School 1999 — 2002
Doctor of Law (J.D.), Law
Hope College 1995 — 1999
Bachelor of Arts (B.A.), History
VFW Post 5985 Quartermaster (CFO) and Veteran Service Officer July 2015 - Present
VFW Post 5985 Adjutant & Service Officer June 2012 - June 2015
Price Fass & Co., LLC May 2013 - April 2014
H&R Block December 2011 - April 2012
Spectrum Health July 2002 - July 2007
H&R Block December 2006 - April 2007
Deloitte & Touche LLC July 1997 - July 2002
Carlson Price Fass & Co, LLC January 1992 - June 1997
Sacramento Sierra Medical Group July 1990 - January 1992
KPMG Peat Marwick August 1987 - July 1990
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Internet, Proofreading, Editing, Medical Coding, Compliance, Tax Preparation, Process Improvement, Customer Service, Invoicing, Hospitals, Microsoft Office, PowerPoint
Education
Golden Gate University 1972 — 1977
Bachelor's degree
San Diego City College 1970 — 1972
Associate of Science (A.S.)
University of Nebraska-Lincoln 1963 — 1965
no degree
Bridge Capital, LLC Tax SeniorDeloitte & Touche LLCJune 2005 - April 2009
Deloitte & Touche LLC January 2004 - May 2005
Education
Far Eastern University
Bachelor of Science (BSc), Accounting
Deloitte July 2014 - Present
Deloitte & Touche LLC September 2013 - December 2013
Sprint May 2013 - August 2013
Information Systema Association of KU 2013 - 2013
Skills
PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Auditing, Time Management, Product Development
Education
University of Kansas 2012 — 2014
Bachelor's of Information Systems, Bachelor's of Finance
Blue Valley North High School
Deloitte 2013 - Present
Deloitte & Touche LLC August 2011 - Present
Deloitte & Touche LLC August 1996 - August 2011
Deloitte & Touche LLC August 1994 - August 1996
Skills
Business Process..., Process Improvement, Project Management, Business Process, Integration, Business Analysis, Change Management, Visio
Education
Eastern Connecticut State University 1989 — 1991
Bachelor of Science (B.S.), Computer Science
Milton Hall Surgical Assoc December 2013 - Present
The Coca-Cola Company January 2000 - November 2004
Deloitte & Touche, LLC August 1994 - December 1999
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, US GAAP, Internal Audit
Education
Louisiana State University 1991 — 1994
Bachelor of Science (BS), Accounting
Kopin Corporation September 1998 - Present
Deloitte & Touche LLC September 1982 - September 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
Masters In Business Adminstration, Marketing/Marketing Management, General
Babson College 1978 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Neighborhood Development Corporation October 2014 - Present
Downtown Community Alliance May 2010 - October 2014
CEO February 2008 - May 2010
Lyons Venini and Associates Ltd. September 2002 - February 2008
Deloitte & Touche LLC May 2000 - September 2002
Newell Group May 1995 - May 2000
Calgary Downtown Association May 1989 - May 1995
Calgary Planning and Building Department June 1984 - May 1989
Calgary Planning & Building Department October 1978 - June 1984
Education
University of Calgary 1980 — 1984
Master of Business Administration (M.B.A.), Finance
University of Calgary 1976 — 1980
Master of Environmental Design, Urban & Regional Development
University of Windsor 1973 — 1976
Bachelor of Arts (B.A.), Urban Studies
Western Michigan University 1972 — 1973
Liberal Arts