Deloitte & Touche LLP
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Headquarters: London Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte & Touche LLP Employees
EY (formerly Ernst & Young LLP) October 2007 - Present
Ernst & Young LLP July 2001 - September 2007
Franklin Templeton Investments Corp February 2001 - June 2001
Franklin Templeton Investments Corp March 2000 - January 2001
MD Management Limited November 1998 - February 2000
Deloitte & Touche LLP January 1997 - November 1998
Beaton, Wills & Jefferson January 1994 - April 1996
Skills
Investments, Corporate Tax, Income Tax, Tax Compliance, Tax Preparation, Not-for-profits, Registered Charities, Tax
Education
Brock University 1992 — 1996
Bachelor (Hons, Co-op), Accounting
Cegep - Champlain College 1991 — 1992
Commerce, Pure & Applied Science
AGRHS 1985 — 1990
High School diploma
Otsuka August 2013 - Present
Deloitte Consulting LLP January 2008 - August 2013
Deloitte & Touche LLP October 2006 - January 2008
MechoShade Systems, Inc. September 2005 - October 2006
Skills
Talent Management, HR Consulting, Human Resources, Recruiting, Human Capital, HR Transformation, Strategy, Program Management, Management Consulting, Mergers & Acquisitions, Change Management, Organizational Design, Leadership, Performance Management, Personnel Management, Management
Education
Teachers College of Columbia University 2005 — 2007
M.A. in Organizational Psychology
Boston University 2001 — 2005
B.A. in Psychology, summa cum laude
Deloitte June 2013 - Present
Deloitte & Touche LLP January 2011 - Present
Deloitte & Touche LLP June 2009 - January 2011
Deloitte & Touche, LLP September 2005 - June 2009
Deloitte & Touche, LLP April 2003 - September 2005
Skills
Performance Management, Human Resources, Recruiting, Budgets, Training, Leadership, Customer Service, Payroll, Management, Project Management, Employee Benefits, Process Improvement, Change Management, System Administration, Business Process..., Program Management, Project Planning, Coaching, Strategic Planning, Policy, Accounting, Financial Reporting, Management Consulting, Administrative...
Education
Broward Community College 1975 — 1976
Liberal Arts Coursework
Deloitte Faculty Training - Certificate of Completion
Deloitte & Touche LLP September 2013 - Present
Horrocks Engineers June 2013 - September 2013
Brigham Young University August 2011 - April 2013
Deloitte & Touche LLP June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints - Temples & Special Projects May 2011 - January 2012
Skills
Auditing, Financial Accounting, Microsoft Excel, Financial Statements, Financial Reporting, Revenue Recognition, US GAAP, Internal Controls, Financial Analysis, Tax, Sarbanes-Oxley Act, Spanish, SEC Filings, Microsoft Word, Finance
Education
Brigham Young University 2012 — 2013
M.S., Accounting (MAcc), Accounting and Finance
Brigham Young University 2006 — 2012
B.S., Accounting, Accounting
Questar July 2014 - Present
Tooele County December 2013 - Present
Deloitte & Touche LLP September 2011 - July 2014
STS Turbo April 2010 - September 2011
Hunter Panels April 2006 - August 2008
The Church of Jesus Christ of Latter-Day Saints January 2004 - February 2006
Skills
Auditing, Accounting, Financial Statements, Financial Accounting, SEC filings, GAAP, US GAAP, Assurance, Six Sigma, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Audits, Revenue Recognition, Consolidation, Sarbanes-Oxley, External Audit, Big 4, Invoicing, FASB, Financial Reporting, SEC Financial Reporting, Quarterly Reporting, XBRL, Financial Analysis, Microsoft Excel, SEC Filings, Analysis
Education
Brigham Young University 2008 — 2010
Master of Accountancy, Professional Stem, 3.86
LDS Business College 2006 — 2008
Associates of Science, Business, 4.0
Deloitte Advisory September 2014 - Present
Deloitte & Touche LLP July 2002 - September 2014
Arthur Andersen October 1999 - July 2002
UnitedHealthcare January 1999 - October 1999
Skills
Internal Controls, Auditing, Enterprise Risk..., Insurance, Risk Assessment, Information Security, Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Governance, Business Process..., Risk Management, Financial Risk, External Audit, IT Audit, Accounting
Education
Boston University 1997 — 1999
M.P.H, Healthcare Administration
Brandeis University 1993 — 1997
B.A., Neuroscience
Hackley School 1984 — 1993
High School Diploma
Arbor Networks April 2015 - Present
Elastica July 2014 - March 2015
Deloitte & Touche LLP November 2012 - June 2014
Palo Alto Networks February 2011 - October 2012
Pannaway Technologies (acquired by Enablence) March 2009 - January 2011
Pannaway Technologies 2004 - 2009
Deloitte September 1999 - December 2003
Cabletron 1993 - 1999
Skills
SaaS, Solution Selling, Cloud Computing, Sales, Pre-sales, Salesforce.com, Team Leadership, Leadership, Managed Services, Network Security, VoIP, Wireless, Product Management, Professional Services, Management, Team Building, IP, Cross-functional Team..., Telecommunications, Security, Start-ups, Sales Management, Strategic Partnerships, Account Management, Business Development, Channel Partners, Data Center, Direct Sales, Enterprise Software, Go-to-market Strategy, Lead Generation, Product Marketing, Networking, Sales Process
Education
Bowdoin College 1971 — 1975
BA, Government & Legal Studies
Hill-Rom July 2014 - Present
Oracle August 2013 - July 2014
Tekelec June 2011 - July 2013
Tekelec February 2010 - May 2011
Tekelec October 2006 - February 2010
Deloitte & Touche LLP 2004 - 2006
Transamerica 2000 - 2004
The Church of Jesus Christ of Latter-day Saints February 1996 - March 1998
Skills
Product Management, Cross-functional Team..., Management, Mergers & Acquisitions, Forecasting, Leadership, Telecommunications, Healthcare Information..., Product Marketing, Marketing Strategy, Technology Roadmapping, Strategic Roadmaps, Financial Modeling, Analysis, Business Strategy, Strategic Planning, Project Management, Business Planning, Budgets, Due Diligence, Process Improvement, Change Management, Product Development, Financial Analysis, Accounting, Managerial Finance, Mergers, Corporate Development, Business Process, Cross-border..., Corporate Finance, Revenue Recognition, P&L Management, Strategic Financial..., Business Process..., Process Simulation, Valuation, LBO, Sensitivity Analysis, Financial Reporting, P&L, Japanese, Financial Management, Budgeting, Process Development, Financial Planning, Board Presentations, Non-profit Board...
Education
Brigham Young University 2000 — 2002
Accounting
Brigham Young University - Idaho 1998 — 2000
AA, Business
Sprague High School 1990 — 1994
Huntsman Senior Tax ManagerHuntsmanApril 2008 - April 2012
Huntsman August 2003 - April 2008
Deloitte & Touche LLP May 2001 - July 2003
Skills
CPA, Tax, Tax Accounting, Corporate Tax, Transfer Pricing, Sarbanes-Oxley Act, FAS109, Income Tax, International Tax, Corporate Tax Planning, FIN 48
Education
Brigham Young University 1997 — 2001
Master of Accounting, Taxation
KPMG Canada October 2014 - Present
Deloitte & Touche LLP October 2004 - October 2014
VANOC 2010 October 2009 - March 2010
Skills
Information Security, Penetration Testing, Security, Vulnerability Assessment, CISSP, Enterprise Risk..., SAS70, Risk Management, Internal Controls, PCI DSS, IT Audit, Auditing, Network Security, Vulnerability Management, Information Security..., Security Architecture..., Financial Risk, ISO 27001, Computer Security, IT Risk Management, Application Security, Identity Management, Networking, Risk Assessment, SDLC, Data Security, Internal Audit, Security Management, Business Continuity, Infrastructure, Information Technology, Sarbanes-Oxley Act, Security Audits, CISA, COBIT, Governance
Education
British Columbia Institute of Technology 2000 — 2004
Bachelor of Technology, Network Administration and Security
Ogio International 2015 - Present
BioFire Diagnostics, Inc. 2012 - 2015
Donahue Schriber 2011 - 2012
Apria Healthcare 2009 - 2011
Deloitte & Touche LLP 2006 - 2009
Deloitte 2006 - 2006
Deloitte 2005 - 2005
Frooshi, LLC 2004 - 2005
Skills
Financial Audits, SEC Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, CPA, Financial Analysis, Financial Accounting, Revenue Recognition, 10Q, Commercial Real Estate, Account Reconciliation, Forecasting, Financial Statements, General Ledger, Accounts Payable, QuickBooks, Variance Analysis, Accounts Receivable, Finance, Budgets, External Audit, Fixed Assets, JD Edwards, Cost Accounting, SEC Filings, Argus Modeling, LIHTC
Education
University of Utah - David Eccles School of Business
MRED Candidate
Brigham Young University
Bachelor's degree, Accounting
Baker Hughes June 2014 - Present
Baker Hughes June 2013 - Present
Baker Hughes March 2012 - June 2013
Baker Hughes August 2009 - March 2012
Dell, Inc. January 2007 - February 2008
Crédit Agricole CIB June 2005 - September 2005
IKON Office Solutions April 2002 - February 2003
PG&E National Energy Group November 2001 - February 2002
Executrain of Houston June 2001 - November 2001
Deloitte & Touche LLP January 1998 - April 2001
Skills
Cross-functional Team..., Strategic Planning, Email Marketing, Financial Modeling, Marketing Strategy, Marketing, Business Strategy, Market Research, Business Development, Networking, Strategy, Analysis, Online Marketing, Brand Management, Project Management, Advertising, Marketing Communications, Energy, Management, Leadership, Marketing Management, Financial Analysis, Coaching, SQL, Market Analysis, Forecasting, Project Planning, Analytics, Budgets, Integrated Marketing, Entrepreneurship, Sales, Data Analysis
Education
Rice University
Master of Business Administration (M.B.A.), Finance, Marketing, Strategy
The University of Texas at Austin
BBA, Aerospace Engineering and MIS
Boston University
Aerospace Engineering
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP August 2012 - August 2015
Deloitte & Touche LLP August 2008 - July 2012
Chrysler 2008 - 2009
Deloitte & Touche LLP October 2006 - July 2008
IITS-USA June 2004 - September 2004
Ghana Telecom May 2000 - July 2003
Skills
Financial Analysis, Auditing, Internal Controls, Accounting, SAP, Management, Consolidation, Hyperion Enterprise, Investments, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, IFRS, Risk Management, Financial Accounting, Manufacturing, Management Consulting, Due Diligence, Corporate Finance, US GAAP
Education
Bowling Green State University 2005 — 2006
Master of Accountancy, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Corporate Finance
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1998
Bsc, Civil Engineering
Achimota Secondary School
Bachelor of Science (B.Sc.), Civil Engineering
Deloitte Consulting LLP September 2006 - Present
Deloitte & Touche LLP 2006 - Present
Skills
PMP, Management Consulting, IT Audit, Leadership, Business Process..., Sarbanes-Oxley Act, Organizational Design, CISA, Financial Modeling, Internal Controls, Enterprise Risk..., Microsoft Office, Coaching, Business Process..., Microsoft Excel, Financial Analysis, Governance, Public Speaking, Data Analysis
Education
Brigham Young University 2002 — 2006
Bachelor of Science (BS), Economics, Business, Spanish
Iverson & Associates LLC August 2011 - Present
Barnwell Consulting, LLC June 2012 - Present
Skype July 2011 - June 2014
Oracle Corporation October 2000 - August 2011
PricewaterhouseCoopers (PWC) July 1998 - September 2000
Deloitte & Touche LLP 1996 - 1998
KPMG Peat Marwick 1992 - 1996
Capitol Records 1986 - 1992
Skills
Tax, Corporate Tax, Income Tax, US GAAP, Due Diligence, Tax Accounting, Restructuring, Tax Law, Tax Advisory, Financial Analysis, Consolidation, QuickBooks, Transfer Pricing, Finance, Strategic Financial..., Corporate Governance, Financial Statements, Sales Tax, IFRS, Business Valuation, Tax Returns, Managerial Finance
Education
Golden Gate University 1989 — 1991
MS, Taxation
Brigham Young University 1979 — 1982
BS and BA, Accounting and Int'l Relations
Sullivan & Worcester LLP May 2013 - Present
The Energy Collective April 2013 - Present
The Our Energy Policy Foundation June 2009 - Present
Kilpatrick Townsend & Stockton LLP January 2011 - May 2013
Georgetown University August 2008 - August 2011
Venable LLP July 2009 - December 2010
Deloitte May 2005 - June 2009
Deloitte & Touche LLP November 1999 - September 2005
Skills
Renewable Energy, Energy Policy, Alternative Energy, Tax, Project Finance, Power Distribution, Energy Efficiency, Wind Energy, Power Markets, Regulatory Strategy, Contract Negotiation, Solar, Geothermal, Biomass, Biofuels, Wind, Carbon Markets, Energy Law, Structured Finance, Sustainable Business, Tax Law, Tax Credits, Energy, Photovoltaics, Electricity Markets, Solar Energy, Strategy, Business Development, Due Diligence, Sustainability, Private Equity, Sustainable Energy, Climate Change, Venture Capital, Mergers & Acquisitions, Corporate Governance, Joint Ventures, Financial Modeling, Policy, Corporate Law, Finance, Restructuring, Acquisitions, Cleantech, Cross-border..., M&A experience, Renewable Energy Policy
Education
Georgetown University Law Center 1999 — 2001
LLM
Boston University School of Law 1996 — 1999
JD
University of Massachusetts, Amherst 1991 — 1994
BA
Deloitte August 2015 - Present
Deloitte August 2014 - August 2015
Deloitte September 2013 - August 2014
Deloitte & Touche LLP June 2012 - August 2012
J.Crew Group, Inc. May 2010 - January 2012
French Connection July 2009 - January 2010
Harvard University Libraries July 2007 - August 2008
Skills
Teamwork, Financial Reporting, Financial Accounting, Financial Statement..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Vizio, Public Speaking, Corporate Tax, Personal Income Tax..., Consolidated Reporting, Data Manipulation, Organization &..., Job Scheduling, Client Service Oriented, Sales, Investment Management..., Auditing, Mutual Funds, Securities Valuation, Amortization Schedules, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accountancy, 4.0, Summa Cum Laude
Boston Latin School 2003 — 2009
Deloitte & Touche LLP September 2010 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Management Consulting, Sarbanes-Oxley Act, Auditing, Accounting, Business Process..., Corporate Finance, Risk Management, Business Analysis, Due Diligence, Internal Audit, Change Management, Financial Accounting, Business Strategy, Managerial Finance, Financial Risk, Strategy, Enterprise Risk...
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor's degree, Accounting
BC High
PricewaterhouseCoopers September 2015 - Present
Cargill August 2012 - September 2015
Deluxe Corporation June 2011 - August 2012
Pearson VUE July 2009 - June 2011
Deloitte & Touche LLP September 2006 - July 2009
Education
University of Nebraska-Lincoln 2005 — 2007
Masters of Professional Accountancy
Bond University 2006 — 2006
Study Abroad - Gold Coast, Australia
University of Nebraska-Lincoln 2002 — 2005
Bachelors of Business Administration, Major: Accounting; Minors: Psychology & Economics
University of Oxford 2004 — 2004
Study Abroad - Oxford, England
Deloitte & Touche November 2011 - Present
Deloitte & Touche LLP June 2000 - November 2011
Deloitte & Touche September 1991 - June 2000
Deloitte & Touche December 1989 - September 1991
Touche Ross July 1986 - December 1989
Skills
SEC filings, Accounting, External Audit, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., GAAP, IFRS, US GAAP, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, IT Audit, SAS70, CISA, Big 4, COSO, Assurance, Financial Reporting, Consolidation, Financial Audits, SEC Filings
Education
Bradley University 1982 — 1986
BS, Accounting, 1986
Hinsdale Central High School, Hinsdale, IL 1978 — 1982
New Relic, Inc. January 2015 - Present
New Relic, Inc. October 2013 - January 2015
Kimpton Hotels & Restaurants September 2012 - October 2013
Deloitte & Touche LLP September 2010 - September 2012
Hyatt July 2007 - June 2009
Skills
US GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, External Audit, GAAP, Financial Reporting, Accounting
Education
Golden Gate University 2009 — 2010
MAC, Accountancy
Boston University 2003 — 2007
Deloitte Consulting LLP October 2014 - Present
Deloitte & Touche LLP September 2011 - October 2014
Boston College September 2010 - May 2011
Deloitte & Touche LLP June 2010 - August 2010
Skills
Financial Analysis, CPA, Microsoft Excel, GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science, Accounting
Boston College 2006 — 2010
Bachelor of Science in Management, Accounting, Information Systems
PCAOB November 2010 - Present
DELOITTE & TOUCHE LLP August 1997 - November 2010
Skills
Leadership, Budgets, Project Planning, Microsoft Office, Auditing, Recruiting, Team Building, Strategic Planning, Tax, Customer Service, IFRS, Training, Project Management, Software Documentation, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, US GAAP, Finance, CPA, Financial Analysis
Education
Brigham Young University 1991 — 1997
Macc, Accounting
Brigham Young University 1990 — 1997
Macc, Accounting
AIG November 2014 - Present
Deloitte & Touche LLP July 2009 - November 2014
Skills
CPA, Financial Reporting, Revenue Recognition, Leases, Account Reconciliation, ERP, Financial Accounting, Business Strategy, Business Process..., Finance Transformation, Internal Controls
Education
Northeastern University 2010 — 2011
Master's Degree, Accounting
Boston College 2006 — 2010
Bachelor of Science (B.S.), Accounting and Business/Management
Wellington Management February 2014 - Present
Deloitte & Touche LLP September 2011 - February 2014
Skills
Auditing, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, CPA, Financial Accounting, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science in Accounting
Boston College - Carroll School of Management 2007 — 2010
Bachelor of Science, Accounting
University of Cape Town
DealerSocket July 2001 - Present
ForeShock, Inc. April 1998 - July 2001
Deloitte & Touche LLP May 1997 - April 1998
Skills
Agile Methodologies, SaaS, Software Development, Cloud Computing, CRM, Product Management, Microsoft SQL Server, Scrum, C#, XML, Start-ups, .NET, Enterprise Software, Business Intelligence, Software Project..., T-SQL, JavaScript, SDLC, Agile Project Management, Software Engineering, SQL, Automotive, jQuery, Integration, Web Applications, SOA
Education
BYU
Masters of Accounting, Information Technology
ArmorText - Powered By: Gryphn Corporation August 2011 - Present
Ladies America 2011 - Present
Zuldi 2011 - Present
Artjamz 2011 - Present
Accenture August 2008 - July 2011
Accenture November 2006 - August 2008
Deloitte & Touche LLP May 2005 - October 2006
IBM September 2002 - May 2005
New Deal, Inc. May 2000 - January 2001
Skills
Mobile Security, Mobile Privacy, Security strategy, Privacy Law, Mobile Devices, Leadership, Security, Start-ups, Strategy, Entrepreneurship, Identity Management, Team Leadership, Management, Executive Management, Recruiting, IAM, Mobile Applications, Integration, Cloud Computing, Consulting, SaaS, Enterprise Software, Strategic Partnerships, IT Strategy
Education
Boston University
Biomedical Engineering, Comparative Religion
Deloitte October 2003 - Present
Deloitte & Touche LLP October 2003 - August 2014
PricewaterhouseCoopers May 2001 - October 2003
Skills
Derivatives, Financial Instruments, Energy, Commodity Markets, Risk Management, Management Consulting, Financial Reporting, Commodity, Consolidation, Big 4, External Audit, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Management, US GAAP
Education
Brigham Young University 1998 — 2001
Masters, Accounting
Brigham Young University - Idaho 1996 — 1998
Associates, Business
State Street Bank and Trust January 2014 - Present
State Street Bank and Trust Company August 2012 - January 2014
State Street Bank January 2010 - August 2012
Deloitte & Touche LLP April 2007 - December 2010
MFS Investment Management April 1998 - April 2007
International Financial Data Services 1995 - 1998
New England Funds., L.P. September 1993 - September 1995
John Hancock Fund Services, Inc. July 1989 - September 1993
Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit
Education
Bridgewater State University 1985 — 1989
Bachelor of Science May 89, Business Administration
Haven Health Group April 2013 - Present
Samuelian Investment Group June 2012 - July 2013
UC Irvine The Paul Merage School of Business September 2010 - June 2012
Labrador Capital June 2011 - September 2011
Pacificon Realty December 2009 - May 2011
Deloitte & Touche LLP September 2007 - July 2009
Skills
Finance, Accounting, Due Diligence, Investments, Valuation, Corporate Finance, Market Research, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
Brigham Young University 2004 — 2007
Bachelor of Science, Accounting
Ernst & Young May 2011 - Present
Examination Management Services, Inc November 2009 - May 2011
Fossil June 2009 - November 2009
Deloitte & Touche LLP September 2007 - March 2009
Tahitian Noni International January 2001 - May 2006
Skills
Excel, Word, ACL, Accounting, Revenue Recognition, Sales & Use Tax, Inventory Valuation, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Tax
Education
Brigham Young University 2006 — 2007
BS, Accountancy
Utah Valley University 2001 — 2004
AAS, Business
Deloitte & Touche LLP September 2001 - Present
Skills
Sarbanes-Oxley Act, Business Process, Auditing, IT Audit, Enterprise Risk..., Financial Reporting, Internal Controls, Accounting, SEC filings, Internal Audit, GAAP, US GAAP, Sarbanes-Oxley, IFRS, External Audit, Big 4
Education
Boston College 1997 — 2001
Moody's Corporation July 2014 - Present
Moody's Corporation February 2013 - July 2014
Deloitte & Touche LLP September 2011 - February 2013
Deloitte & Touche LLP - AERS Advisory July 2006 - September 2011
Skills
Talent Management, Recruiting, Project Management, Budgets, Management Consulting, Business Process..., Financial Analysis, Auditing, Sarbanes-Oxley Act, Talent Acquisition, Internal Controls, Business Analysis, Financial Reporting, Accounting, Leadership, Internal Audit, Management, Risk Assessment, Microsoft Excel, Financial Risk
Education
Boston University 2002 — 2006
BS, Economics
Bellwether Education Partners July 2012 - Present
Dravida Consulting, LLC September 2011 - July 2012
Office of State Superintendent of Education July 2011 - August 2011
DELOITTE & TOUCHE LLP August 2004 - September 2010
Skills
Statistics, Public Policy, ACL, Business Process..., Strategic Analysis, SAS, Analytics, Econometrics, Stata, Strategic Planning, Policy Analysis, Economics
Education
GEORGETOWN UNIVERSITY, GEORGETOWN PUBLIC POLICY INSTITUTE 2010 — 2012
Master, Public Policy; Education, Social and Family Policy, Public Management
Georgetown University 2010 — 2012
MPP, Education, Social, Family Policy; Public Management
Boston College 2000 — 2004
Bachelor of Arts, Economics and Psychology
Bullhorn, Inc. September 1999 - December 2012
Deloitte & Touche LLP September 1997 - September 1999
Deloitte & Touche LLP September 1996 - September 1997
Skills
SaaS, Mergers, Enterprise Software, Management, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Start-ups, Due Diligence, Activity Based Costing, Revenue Recognition, Financial Analysis, Financial Reporting, Venture Debt, Mergers & Acquisitions, Executive Management, Acquisition Integration, Finance, Strategic Planning, Operations Management, Sales Compensation, Strategic Financial..., Team Leadership, Corporate Finance
Education
Boston University 1987 — 1991
Bachelor of Science (BS), Operations Management and Supervision
California State University 1994 — 1995
Certification, Accounting
Self Employed 2010 - Present
Deloitte & Touche LLP 2000 - 2007
Skills
AutoCAD, Interior Design, Space planning, Hand Drafting, PowerPoint, Rendering, Project Planning, Marketing, Finish, Photoshop and SketchUp, Microsoft Excel, Design Research, Proposal Writing, Residential Design, Leadership, Photoshop, Material Selection, Microsoft Word, Market Research, Lighting Design, Technical Presentations, Commercial Design, Colour Selection, Event Planning, Multi Tasking, Office Administration, Furniture layout, Custom Furniture, Furniture, Space Planning
Education
British Columbia Institute of Technology / BCIT 2009 — 2012
Management Certificate (with Distinction), Interior Design
British Columbia Institute of Technology / BCIT 2001 — 2004
Marketing Management Certificate (with Honours), Professional Sales
UMass Memorial Heath Care 2011 - 2013
UMass Memorial Heath Care 2003 - 2011
Ernst & Young 2002 - 2003
UMass Memorial Heath Care 1999 - 2001
Deloitte & Touche LLP 1996 - 1999
Ernst & Young 1989 - 1996
Massachusetts General Hospital 1985 - 1989
Education
Boston University 1984 — 1988
Master of Business Administration (MBA), Health/Health Care Administration/Management
Hartwick College 1979 — 1983
BSN, Registered Nursing/Registered Nurse
Royal Bank of Scotland April 2014 - Present
Deloitte & Touche LLP September 2012 - April 2014
Deloitte & Touche LLP January 2012 - March 2012
Skills
US GAAP, Internal Controls, External Audit, GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, IFRS, Big 4, Financial Audits, Consolidation, Enterprise Risk...
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor's degree, Accounting
Fairfield University 2011 — 2012
Master of Science (MS), Accounting
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) January 2015 - Present
McKenzie Valve & Machining (The Marmon Group, a Berkshire Hathaway Company) January 2014 - January 2015
Union Tank Car (The Marmon Group, a Berkshire Hathaway Company) May 2013 - January 2015
The Marmon Group (a subsidiary of Berkshire Hathaway) August 2011 - May 2013
Elevance Renewable Sciences, Inc. (a TPG portfolio company) October 2009 - August 2011
Deloitte & Touche LLP August 2001 - October 2009
Arthur Andersen LLP May 2000 - August 2001
Skills
U.S. GAAP, IFRS, SEC reporting, Microsoft Dynamics GP, Consolidation, Financial Reporting, IPO, SEC compliance, Internal Controls, Operating Budgets, Process Improvement, SEC filings, Great Plains Software, US GAAP, Hyperion Enterprise, Cost Accounting, CPA, Finance, Tax, Sage, Financial Systems, Accounts Receivable, Accounts Payable, Cash Management, Financial Audits, External Audit, Cash Flow, Fixed Assets, General Ledger, Big 4, GAAP, Auditing, Accounting, Strategic Financial..., Financial Planning, SEC Filings
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MS
Bradley University 1996 — 2000
BS
Deloitte October 2013 - Present
(Independent Consultant) June 2013 - September 2013
University of Michigan - Ross School of Business September 2011 - March 2013
Deloitte June 2012 - August 2012
Deloitte & Touche LLP September 2003 - June 2011
Skills
Management Consulting, Strategic Planning, Competitive Analysis, Valuation, Financial Modeling, Entrepreneurship, Venture Financing, Data Analysis, Market Research, Strategy, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Accounting
College of the Holy Cross 1999 — 2003
Bachelors of Arts, Accounting
American Bureau of Shipping October 2013 - Present
Allonhill LLC (Acquired by Stewart Title) February 2012 - October 2013
First Data Corporation March 1998 - April 2011
First Data Corporation 2004 - 2008
Deloitte & Touche LLP 1989 - 1998
Education
Brigham Young University
Master of Accountancy
Brigham Young University
Bachelor of Science, Accounting
Sierra College
Associate in Arts
Deloitte & Touche LLP January 1987 - Present
Education
Bowling Green State University 1983 — 1986
PlayhouseSquare Partners July 2011 - Present
Deloitte & Touche LLP September 1998 - Present
Education
Bowling Green State University 1994 — 1998
B.S.B.A., Accounting
Consulting Services January 2009 - Present
2010 Twestival 2010 - 2010
Deloitte & Touche LLP September 2007 - December 2008
Brigham Young University December 2005 - June 2007
Novell June 2003 - November 2005
LDS Church May 1993 - July 2001
The Church of Jesus Christ of Latter-day Saints January 1998 - January 2001
Skills
Spanish, Program Management, Leadership, Analysis, Management, Training, Project Planning, Process Improvement, Team Leadership, Research, Change Management, Customer Service, Microsoft Office, Marketing, Budgets, Data Analysis, Project Management, Microsoft Excel, Business Analysis, Business Strategy, Coaching, PowerPoint, Team Building, Testing, Databases, Public Speaking, Business Process..., Security, Enterprise Software, Strategic Planning, Marketing Strategy, SQL, Management Consulting, Risk Management, Networking, Business Development, Vendor Management, Consulting, Time Management
Education
Brigham Young University 2006 — 2007
Masters of Information Systems Management
Brigham Young University 2003 — 2005
BS, Information Systems
Utah Valley University 2002 — 2003
Brigham Young University 2001 — 2002
Master's Information Systems Management
Colegio Universitario de Caracas 1987 — 1991
TSA, Informatica
Deloitte & Touche LLP July 2014 - Present
Deloitte June 2013 - August 2013
St. Stephen's After-School Program October 2010 - May 2011
Apicella, Testa & Company November 2008 - July 2010
Skills
IT Controls, SOC 1, Microsoft Excel, PowerPoint, Accounting, Analysis, Microsoft Word, Microsoft Office, Financial Analysis, Access, Social Media, SQL, Visual Basic, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
MS in Accounting
Boston College - Carroll School of Management 2009 — 2013
BS, Accounting, Information Systems
Deloitte August 2014 - Present
Deloitte June 2012 - August 2014
Deloitte & Touche LLP September 2009 - June 2012
Deloitte May 2007 - August 2007
Grant Thornton LLP January 2007 - April 2007
Skills
Auditing, Financial Accounting, IPO, Accounting, Sarbanes-Oxley, SEC filings, External Audit, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, CPA, IFRS, Financial Analysis, GAAP, Microsoft Excel, Big 4
Education
Clemson University - College of Business and Behavioral Science 2008 — 2009
Masters, Accounting
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Science, Accounting
Bond University
Jackson Lewis P.C. August 2008 - Present
Stephen Jeffries & Associates February 2007 - February 2008
United States Attorney’s Office, Eastern District of New York June 2005 - August 2005
Deloitte October 2003 - May 2005
O'Melveny & Myers LLP June 2002 - August 2003
Deloitte & Touche LLP June 1999 - June 2002
Skills
Legal Research, Appeals, Legal Writing, Legal Advice
Education
Brooklyn Law School 2003 — 2006
Doctor of Law (JD)
University of Michigan 1995 — 1999
Bachelor of Arts (B.A.), Economics & French
Lenovo June 2010 - Present
Comforce Telecom June 2003 - March 2009
TMP Worldwide August 1999 - August 2002
Volt Service Group 1998 - 1999
Deloitte & Touche LLP 1998 - 1999
The Executive Staffing Group 1995 - 1997
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Hiring, Vendor Management, Sourcing, People Management, Team Leadership, Customer Relations, Salary Negotiation, Onboarding, Full-cycle Recruiting, Interviewing, Strategic Planning, Recruitment/Retention, Talent Management, Internet Recruiting, Recruiting, Management, Interviews, Networking, Strategy, Screening, Personnel Management, Training, Cold Calling, Deferred Compensation, New Hire Orientations, Account Management, Human Resources, Temporary Placement, Coaching, Executive Search, Employee Relations, College Recruiting, Contract Recruitment, Screening Resumes, Workforce Planning, Employer Branding, Customer Service
Education
Brooks College 1978 — 1979
KapStone Paper and Packaging Corporation July 2015 - Present
KapStone Paper and Packaging Corporation March 2014 - July 2015
Kapstone Paper and Packaging Corporation May 2009 - March 2014
Deloitte & Touche LLP April 2004 - May 2009
Brigham Young University January 2002 - September 2003
Robert Half International May 2001 - August 2001
Skills
Financial Analysis, Auditing, CPA, Accounting, Internal Controls, GAAP, Budgets, US GAAP, Enterprise Risk..., IFRS, Financial Reporting, Forecasting, Process Improvement, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Employee Benefit Plans, General Ledger, Financial Statements, Revenue Recognition, Financial Audits, SEC filings, Sarbanes-Oxley, Financial Accounting, Finance
Education
Brigham Young University 2003 — 2004
MAcc, High Distinction, Professional Accountancy
Brigham Young University 1997 — 2003
Bachelor of Science (BS), cum laude, Accounting
Private Capital Group, Inc. March 2015 - Present
Deloitte August 2014 - Present
Deloitte April 2013 - August 2014
Deloitte October 2012 - April 2013
PwC June 2011 - August 2011
US Securities and Exchange Commission May 2010 - July 2010
Deloitte & Touche LLP June 2009 - July 2009
Skills
Legal Research, Tax, Accounting, Tax Law, Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Spanish, Access, Financial Analysis, Legal Writing, External Audit, Financial Reporting, International Tax, US GAAP, Budgets, Financial Accounting, CPA, Sarbanes-Oxley Act, SEC filings, Corporate Tax, Finance, Microsoft Office, Financial Statements, Research, Due Diligence, General Ledger, GAAP, Auditing, Financial Modeling, Tax Research, Analysis, Internal Audit, Internal Controls
Education
Brigham Young University—J. Reuben Clark Law School 2009 — 2012
J.D., Cum Laude, Law
Brigham Young University—Marriott School of Management 2006 — 2012
Master of Accountancy, Accounting
Brigham Young University—Marriott School of Management 2006 — 2012
Bachelor of Science, Accounting
Brigham Young University - Idaho 2002 — 2003
Associate of Science, General Studies
Viewmont High 1999 — 2002
Lazard June 2015 - Present
Deloitte & Touche LLP June 2014 - August 2014
Raymond James Financial Inc. January 2014 - April 2014
Pellegrino Honick McFarland & Miller PA May 2013 - August 2013
Tradewater Pirates 2010 - 2010
Skills
Financial Analysis, Research, Microsoft Excel, Accounting, Time Management, Teamwork, Leadership, Auditing, QuickBooks, Financial Statements, Financial Accounting, College Baseball Player, Competitive, Discipline, Close Attention to..., Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word
Education
Boston College 2014 — 2015
Master of Science (M.S.), Finance
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Accounting
Florida Institute of Technology 2010 — 2014
Bachelor's Degree, Global Management & Finance
Citizens Financial Group, Inc. July 2015 - Present
RBS Citizens May 2013 - July 2015
Brown Brothers Harriman September 2012 - May 2013
Deloitte & Touche LLP June 2011 - 2012
DIAMOND RESORTS INTERNATIONAL (DRI) June 2010 - August 2010
GLOBAL ATLANTIC PARTNERS, LLC August 2009 - February 2010
ENM CHARTERED ACCOUNTANTS 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, US GAAP, Financial Statements, Hedge Funds, Valuation, Bloomberg, Risk Management, Budgets, Management, Investments, Equities, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
MBA in International Finance, (International Investments/Corporate Finance)
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, USA
Certified Public Accountant
The Institute of Chartered Accountants of India
University of Mumbai
Bachelors & Masters Part 1, Accounting
University of Mumbai
Deloitte & Touche LLP September 1984 - Present
Skills
Big 4, US GAAP, Financial Structuring, Financial Analysis, Financial Reporting, External Audit
Education
Bowling Green State University 1980 — 1984
BSBA, cum laude, Accounting
Miami of Ohio 2004 - Present
PricewaterhouseCoopers March 1998 - Present
PwC 1998 - Present
University of Wisconsin-Madison 2013 - 2013
Federal Home Loan Bank of Chicago 2013 - 2013
Aviva plc September 2010 - March 2011
Cinergy 2004 - 2007
Deloitte & Touche LLP October 1993 - February 1997
State Teachers Retirement System of Ohio August 1989 - July 1992
Battelle Memorial Institute 1985 - 1988
Skills
Enterprise Risk..., Risk Management, Security, Privacy, Governance, Internal Audit, Risk, Compliance Management, SOX, Internal Controls, IT Audit, Auditing, Audit, Risk Assessment, Change Management, Compliance, Management Consulting, Sarbanes-Oxley Act, Insurance, Management, ERP, Team Leadership, Team Building, Vendor Management, Privacy Law, Program Management, Financial Risk, Financial Services
Education
The Ohio State University Fisher College of Business 1990 — 1993
MA, Management and Org Design
Bowling Green State University 1980 — 1984
BS, MIS
Duff & Phelps June 2015 - Present
Deloitte Financial Advisory Services LLP August 2014 - May 2015
Deloitte Financial Advisory Services LLP April 2012 - August 2014
Deloitte & Touche LLP August 2008 - April 2012
State Street Bank June 2006 - August 2006
Skills
Auditing, Consolidation, Sarbanes-Oxley Act, Finance, Financial Analysis, US GAAP, Accounting, Financial Reporting, SEC Filings, GAAP, Due Diligence, Financial Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSA, Accounting
Boston College 2004 — 2008
BS, Accounting & Finance
Traverse Financial Corporation March 2010 - Present
Farm Credit Canada May 2005 - February 2010
NBS Technologies December 2003 - May 2005
Unique Broadband Systems April 2002 - November 2003
Brookfield Properties 1996 - 2002
Deloitte & Touche LLP 1994 - 1996
Deloitte 1993 - 1994
Skills
Venture Capital, Corporate Finance, Mergers & Acquisitions, Restructuring, Investments, Due Diligence, Mergers, Portfolio Management, Financial Modeling, Private Equity, Private Placements, Corporate Development, Divestitures, Strategic Planning, Team Leadership, Mezzanine, Business Acquisition, Financial Reporting, Business Strategy, Business Analysis, Deal Sourcing, Corporate Communications, Capital Markets, Investor Relations, Investment Banking, Real Estate, Risk Management, Buy-sell Agreements, Debt Restructuring, Acquisition Integration, Financial Accounting, Fund Administration, Fundraising, Corporate Governance, International Business, Risk Assessment, Limited Partnerships, Agriculture, Agribusiness, Term Sheets, Biofuels, Subordinated Debt, M&A due diligence, Deal Structuring, Business Management, Leadership, Shareholder Value, Commercial Real Estate, Negotiation, Forecasting
Education
Brock University 1989 — 1993
Honours Bachelor of Business Administration
The Foundation for the National Institutes of Health October 2012 - Present
Total Wine & More July 2011 - October 2012
CTIS, Inc January 2010 - July 2011
One Beacon Insurance Company June 2002 - June 2004
Tanana Valley Clinic November 1999 - July 2001
US Oncology December 1996 - August 1999
Ernst & Young June 1996 - December 1996
Deloitte & Touche LLP September 1992 - April 1996
Skills
Auditing, Operational Analysis, Government Contract..., Property & Casualty..., Financial Analysis, Budget, Managerial Finance, Financial Statements, Financial Reporting, Accounting, Accounts Payable, Internal Controls, Forecasting, Sarbanes-Oxley Act, QuickBooks, Budgets, Finance, GAAP, Process Improvement, Leadership, Analysis
Education
Our Lady of the Lake University 1997 — 1999
MBA, Management
Boston College 1988 — 1992
bachelors, accounting
Tableau Software March 2015 - Present
Oracle August 2012 - March 2015
Citrix Systems May 2011 - August 2012
Informatica February 2009 - May 2011
Deloitte & Touche LLP October 2006 - February 2009
Iditarod Systems October 2006 - November 2007
Booz Allen Hamilton June 2004 - October 2006
Skills
Cloud Computing, Identity Management, IT Strategy, Salesforce.com, Business Intelligence, Enterprise Architecture, Enterprise Software, Business Analysis, Solution Architecture, Data Warehousing, SaaS, Data Integration, Business Development, Integration, Oracle, Professional Services
Education
Bryant University 2002 — 2004
BSBA, Computer Information Systems
James Madison University 2000 — 2001
Computer Information Systems
Lake Braddock 1996 — 2000
TA Associates February 2014 - Present
Deloitte & Touche LLP November 2010 - January 2014
Grant Thornton LLP August 2010 - November 2010
Grant Thornton September 2005 - August 2010
Skills
Revenue Recognition, SEC, SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, FASB, Consolidation, Financial Analysis, Financial Risk, Financial Modeling, Cost Accounting, Due Diligence, Carve-out Financial..., Acquisitions
Education
Boston University Questrom School of Business 2001 — 2005
BS Business Administration, Accounting, Economics
Deloitte Consulting May 2013 - Present
Deloitte & Touche LLP February 2011 - May 2013
Motion Picture Finance, Sony Pictures Entertainment August 2009 - February 2011
Sony Corporation of America July 2008 - August 2009
Sony Pictures Entertainment June 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Accounting, Forecasting, Valuation, Microsoft Excel, Budgets, Mergers, US GAAP, Auditing, Corporate Finance, Financial Accounting, Microsoft Office, Finance, PowerPoint, Strategic Planning, Variance Analysis, SAP
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Economics; Accounting Minor
Bond University 2007 — 2007
Finance, Economics
EisnerAmper LLP August 2012 - Present
EisnerAmper LLP December 2008 - August 2012
Deloitte & Touche LLP September 2007 - November 2008
Deloitte & Touche June 2006 - August 2006
Select Staffing June 2005 - August 2005
The Church of Jesus Christ of Latter-day Saints August 2002 - August 2004
Skills
Auditing, Accounting, GAAP, Financial Statements, CPA, Valuation, Financial Services, Hedge Funds, Management, US GAAP, Financial Reporting, SEC filings
Education
Brigham Young University 2001 — 2007
B.S., Accounting
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
Molson Coors June 2014 - Present
Molson Coors Canada December 2012 - June 2014
Healthcare of Ontario Pension Plan March 2009 - December 2012
Deloitte & Touche LLP June 2008 - March 2009
Steinbachs & Chapelle May 2004 - June 2008
Skills
Risk Management, Internal Controls, Process Improvement, Investments, Derivatives, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, IFRS, Accounting, Auditing, Enterprise Risk..., Financial Accounting, Forecasting, Financial Risk, Finance, Assurance
Education
Brock University
Honours, Accounting
Deloitte & Touche LLP September 2015 - Present
Boston University Questrom School of Business Graduate Program Office June 2013 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
All State Sales Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Organization, Teamwork, Writing, Punctual, Creativity, Invoicing, Payroll, Leadership, Customer Service, Facebook, PowerPoint, Microsoft Word
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Dual Concentrations in Accounting & Law
Boston University College of General Studies 2011 — 2013
Colts Neck High School 2007 — 2011
High School
eBay Marketplaces February 2015 - Present
eBay Marketplaces December 2013 - January 2015
eBay Inc January 2011 - December 2013
eBay Inc December 2007 - December 2010
Ernst & Young LLP December 2003 - December 2007
DoveBid January 2002 - November 2003
Commtouch March 2000 - December 2001
Deloitte & Touche LLP 1995 - 2000
Skills
Mergers, Investments, SEC filings, IPO, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Due Diligence, Acquisition Integration, Venture Capital, Start-ups, Financial Analysis, Revenue Recognition, Corporate Development, Internal Controls, Accounting, Financial Reporting, Business Strategy, Valuation, M&A experience, Divestitures, Business Valuation, Mergers & Acquisitions, Analytics, Auditing, US GAAP, Managerial Finance, Internal Audit, Risk Management, Acquisitions, Cash Flow, Consolidation, Executive Management, Finance, Private Equity, Strategic Financial..., SEC Filings
Education
Brigham Young University 1992 — 1996
Masters, Professional Accounting
PHS 1987 — 1989
High School
Life Science Compliance Update October 2015 - Present
Whitelaw Compliance Group, LLC. April 2015 - Present
Deloitte & Touche LLP October 2011 - April 2015
GlaxoSmithKline January 2001 - October 2011
SmithKline Beecham Pharmaceuticals January 1997 - January 2001
C.R. Bard, Inc. January 1991 - January 1997
Skills
Administrative Law, Food & Drug Law, Lifesciences, Pharmaceutical Industry, Risk Management, FDA, Corporate Law, Biotechnology, Due Diligence, Medical Devices, Healthcare, Legal Compliance, Compliance Testing, Strategy, Management, Cross-functional Team..., Regulatory Affairs, Licensing, Regulatory Requirements, Internal Audit, GCP, Program Management, Clinical Trials, Clinical Development, Pharmaceutics, Litigation, Auditing, R&D, Regulations, Oncology, Intellectual Property, Commercialization, Mergers & Acquisitions, Technology Transfer, Sop, Regulatory Submissions, Policy, Leadership, Process Improvement, Strategic Planning, Management Consulting, Corporate Governance, Drug Development, Life Sciences, Validation, Patents, Business Strategy, Change Management, Project Management, Consulting
Education
Widener University School of Law 2009 — 2011
S.J.D., Health Law
The George Washington University Law School 1988 — 1989
LL.M., Administrative Law
Washington and Lee University School of Law 1985 — 1988
J.D.
Bowdoin College 1981 — 1985
A.B., History
The Acuity Group LLC August 2009 - Present
Breakthrough Charter Schools July 2010 - September 2011
National City Bank July 1999 - May 2009
National City Bank July 1999 - May 2009
McDonald & Company March 1996 - July 1999
Deloitte & Touche LLP July 1994 - March 1996
Skills
Strategic Planning, Talent Management, Coaching, Non-profit..., Financial Analysis, Human Resources, Small Business, Project Management, Organizational..., Leadership Development, Strategy, Leadership, Performance Management, Management Consulting, Management, Risk Management, Recruiting, Mergers & Acquisitions, Analysis, Employee Engagement, Start-ups, Employee Benefits, Nonprofits, Program Management, Consulting, Executive Management, Business Strategy, Budgets
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA)
Bowling Green State University
Bachelor of Arts in Communication
Mesia Group January 2009 - Present
Mesia Legal Group January 2009 - Present
Westfield LLC April 2007 - November 2008
Tommy Hilfiger May 2005 - April 2007
Deloitte & Touche LLP September 2002 - May 2005
GWS Media, LLC March 2002 - September 2002
Woods & Middleton, LLP March 2002 - May 2002
EMI Music March 2000 - July 2000
Gravity Studios 1993 - 1994
Skills
Tax, Licensing, LLC, Accounting, Legal Services, Negotiating Contracts, Intellectual Property, Income Tax, Legal Advice, Contract Negotiation, Legal Assistance, Business Planning, Management, Management Consulting, Finance, Strategy, Trademarks, Due Diligence, Copyright Law, Mergers & Acquisitions, Restructuring, Private Equity, Corporate Tax, Corporate Governance, Entertainment, Marketing
Education
Brooklyn Law School 1999 — 2002
Juris Doctor
University of International Business and Economics 2000 — 2000
University of Illinois at Chicago 1994 — 1997
BS
Columbia College Chicago 1993 — 1994
N/A
University of South Florida
Deloitte September 2013 - Present
Deloitte Touche Tohmatsu October 2011 - August 2013
Deloitte & Touche LLP November 2004 - October 2011
Deloitte Vancouver September 1999 - October 2004
Skills
Assurance, Auditing, Enterprise Risk..., IFRS, SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Services, Internal Controls, External Audit, IPO, SEC Filings, Financial Accounting, Financial Reporting
Education
British Columbia Institute of Technology 1998 — 1999
Financial Management, Advanced Accounting
Boston College January 2011 - Present
Investigation Consulting Services 2001 - Present
Polaroid Corporation 2000 - 2001
Grand Circle Corporation 1999 - 2000
Deloitte & Touche 1997 - 1999
Deloitte & Touche LLP 1994 - 1997
Northeastern University 1984 - 1989
Skills
Career Management, Outplacement, Interviewing, Career Services, Talent Acquisition, Career Counseling, Resume Writing, Career Development, Job Search Strategies, Interviews, Employer Branding, Temporary Placement, Training, Human Resources, Recruiting, College Recruiting, Applicant Tracking..., Executive Search, Leadership, Interview Preparation, Technical Recruiting, Job Search, Job Coaching, Management, Onboarding, Talent Management, Career Assessment, Executive Coaching, Workshop Facilitation, Employee Relations, Program Management, Organizational..., Personnel Management, Organizational..., Employee Training, Conflict Resolution, HR Consulting, Staff Development, Leadership Development, MBTI, Employee Engagement, Organizational Design, Workforce Planning, Consulting, Performance Management, Sourcing, Internet Recruiting, New Hire Orientations, Contract Recruitment, Succession Planning
Education
Northeastern University 1982 — 1986
MPA
Brandeis University 1977 — 1981
B.A.
Strategic Information Group 2011 - Present
Ann Arbor SPARK February 2010 - June 2010
Harada Industry of America 2008 - 2010
Harada Industry of America November 2002 - October 2008
Deloitte & Touche LLP May 1997 - October 2001
Benchmark Consulting, Inc September 1996 - May 1997
Navistar International Transportation Corp. February 1984 - December 1995
Skills
Manufacturing, Start-ups, Automotive, EDI, Operations Management, Continuous Improvement, Cross-functional Team..., Process Improvement, Program Management, Management Consulting, Consulting, Project Management, Supply Chain Management, Business Analysis, Lean Manufacturing, Leadership Development, Management, Business Process..., Leadership, Entrepreneurship, Integration, ERP, Strategic Planning, Six Sigma, Supply Chain, Business Process, Change Management, Business Intelligence, Root Cause Analysis
Education
University of Illinois at Chicago
MBA
Bradley University
BS
Munson Healthcare February 2015 - Present
Munson Healthcare July 2012 - January 2015
Rush University Medical Center February 2007 - July 2012
Rush University Medical Center March 2003 - January 2007
Rush University Medical Center February 2002 - February 2003
Deloitte & Touche LLP September 1995 - January 2002
Skills
Healthcare, Accounting, Financial Analysis, Healthcare Management, Auditing, Process Improvement, General Ledger, Financial Reporting, Financial Modeling, Strategic Planning, Internal Controls, Hospitals, Internal Audit, Data Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
Bachelor of Science (BS)
Amazon November 2013 - Present
Deloitte August 2013 - October 2013
Deloitte September 2010 - July 2013
Deloitte & Touche LLP - Seattle May 2008 - August 2010
Deloitte & Touche LLP 2007 - 2007
Skills
IT Audit, SAS70, Enterprise Risk..., Sarbanes-Oxley Act, CISA, Internal Controls, Management Consulting, Auditing, Business Analysis, Business Process..., IT Strategy, Internal Audit
Education
Brigham Young University 2001 — 2008
Master degree, Information Systems Management
Merit Medical Systems, Inc. May 2015 - Present
Merit Medical Systems, Inc. April 2013 - May 2015
Merit Medical Systems, Inc. September 2012 - April 2013
Deloitte & Touche LLP June 2007 - September 2012
Securities Seminars February 2004 - May 2007
Brigham Young University September 2006 - December 2006
Deloitte & Touche, LLP January 2006 - May 2006
Skills
SEC filings, Auditing, Revenue Recognition, GAAP, US GAAP, Internal Controls, CPA, External Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Statements, Financial Accounting, Internal Audit, Corporate Tax, Tax, Tax Accounting, IFRS, SEC Filings
Education
Brigham Young University
MAcc, Accounting
StanCorp Financial Group March 2009 - Present
Deloitte & Touche LLP September 2005 - March 2009
Skills
Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP
Education
Brigham Young University 1998 — 2005
MGM Resorts International October 2014 - Present
Gaming Laboratories International February 2014 - August 2014
State of Nevada Gaming Control Board October 2007 - January 2014
Resources Global Professionals August 2007 - October 2007
Conway, Stuart & Woodbury CPAs July 2006 - August 2007
Deloitte & Touche LLP October 2004 - July 2006
Conway, Stuart & Woodbury CPAs June 2003 - October 2004
Chavez and Koch, CPAs December 2002 - May 2003
American Nevada Corporation October 1999 - October 2002
Daletax LLP January 1995 - March 1999
Skills
Auditing, Internal Audit, IT Audit, Accounting, Leadership, Internal Controls, Project Planning, Analysis, CISA, Budgets, Risk Management, Information Technology, Process Improvement, Management, Risk Assessment, CPA, Business Process..., Business Process, Financial Reporting, Sarbanes-Oxley Act, Security, Business Analysis, Access, Compliance, Quality Assurance, Networking, SDLC, Disaster Recovery, Software Documentation, Managerial Finance, Program Management, Financial Analysis, Finance, IT Management, Policy, Troubleshooting, Financial Accounting, Enterprise Architecture, Network Security, IRS Audit Representation, Federal and State Tax...
Education
Brigham Young University 1992 — 1998
Masters, Accountancy
Vertex Pharmaceuticals September 2015 - Present
Deloitte & Touche LLP September 2013 - September 2015
Deloitte & Touche LLP September 2010 - August 2013
Deloitte & Touche June 2005 - August 2010
Deloitte & Touche LLP June 2004 - August 2004
Madison Square Garden June 2003 - August 2003
Skills
Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, External Audit, SEC Filings, Financial Reporting, GAAP, Financial Accounting, Accounting, Big 4, CPA
Education
Boston University Questrom School of Business 2001 — 2005
Accounting, Finance
Citi January 2011 - April 2012
Deloitte & Touche LLP December 2000 - December 2010
Investors Bank & Trust November 1993 - November 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Gordon College 1991 — 1993
BA, Accounting
Malinka CPA, LLC October 2012 - Present
Simplifile October 2012 - April 2013
Skinner & Company, LLC November 2009 - October 2012
Fresenius Medical Care March 2009 - December 2009
Deloitte & Touche LLP September 2007 - March 2009
Goldman Sachs June 2007 - September 2007
Alpine Transport June 2006 - January 2007
Orbizon January 2006 - June 2006
Skills
Financial Reporting, Big Four, US GAAP, Tax Accounting, Financial Audits, Compilation Of..., Operating Budgets, Corporate Tax, Financial Analysis, Staff Management, Real Estate Taxation, Tax Preparation, White Papers, Estate Tax Planning, Partnership Taxation, G/L Analysis, Business Networking, Accounting, Technical Accounting..., External Audit, Presentations, Income Tax, Business Strategy, Instructor-led Training, Consolidated Financial..., CPA, QuickBooks, GAAP
Education
Brigham Young University 2003 — 2007
Bachlor's of Science, Accounting
Deloitte Consulting, LLP 2007 - Present
Deloitte 2006 - Present
Deloitte Consulitng LLP 2006 - Present
Deloitte & Touche LLP 2006 - Present
CSC Consulting 1995 - 2007
CSC Consulting (Computer Sciences Corporation) 1995 - 2006
Computer Sciences Corporation 1995 - 2006
CSC Consulting, Strategic Services Group 1995 - 2006
CSC Index 1995 - 2006
KPMG 1990 - 1995
Skills
Management Consulting, IT Strategy, Leadership, Acquisition Integration, Business Transformation, Project Planning, Management, Information Technology, Governance, Outsourcing, Business Process..., Change Management, Strategy, Program Management, Mergers & Acquisitions, Business Strategy, Business Process
Education
University of California, Berkeley 1976 — 1978
MBA, Operations Research
University of California, Berkeley 1974 — 1975
M.S., Computer Science
Brown University 1970 — 1974
Enumclaw Insurance Group January 2003 - August 2015
Farmers Insurance June 1999 - December 2002
20th Century Insurance Company August 1997 - May 1999
Deloitte & Touche LLP July 1996 - August 1997
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Brigham Young University 1990 — 1996
Bachelor’s Degree, Statistics
HCA September 2011 - Present
Utah Chapter of HIMSS July 2012 - June 2013
Utah Chapter of HIMSS July 2010 - June 2012
HCA ITS, Inc September 2006 - September 2011
Utah Chapter of HIMSS July 2009 - June 2010
Craig Hospital March 1998 - September 2006
Deloitte & Touche LLP January 1994 - March 1998
Skills
Leadership, Management, Healthcare Information..., Healthcare, EMR, Networking, Security, Information Security, HIPAA
Education
Brigham Young University 1989 — 1993
Master of Accountancy, Information Systems
Brigham Young University 1989 — 1993
Bachelor of Science, Accounting
NetCracker 2015 - Present
PTC 2012 - 2015
Progress Software 2007 - 2012
Boston Properties 2005 - 2007
Deloitte & Touche LLP 2001 - 2005
Ionics 1999 - 2001
Skills
Corptax, FAS109, Federal Tax, Tax Compliance, Tax Accounting, Partnership Taxation, Business Tax, Tax Returns, Corporate Tax, Income Tax, Tax Preparation, Tax Return Preparation
Education
Bryant University 1997 — 2001
BSBA, Accounting
Net Jets July 2007 - Present
Wendy's 2001 - 2007
The Limited Inc. 1999 - 2001
Deloitte & Touche LLP 1996 - 1999
Education
Bowling Green State University 2004 — 2005
MBA
Miami University 1992 — 1996
Accounting
Deloitte Services October 2006 - Present
Deloitte & Touche LLP January 1999 - October 2006
Manhattan Bridal January 1995 - January 1998
Skills
Client Services, Business Relationship..., Accounting, Financial Services, Strategy, Financial Analysis
Education
Boston College - Carroll School of Management 1996 — 2000
Bachelor of Science, Management
Huntsman May 2004 - Present
GE Consumer Finance August 2003 - April 2004
Deloitte & Touche LLP January 1995 - July 2003
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Internal Audit, Accounting, Financial Accounting, Risk Management, Sarbanes-Oxley, Process Improvement, CPA, Consolidation, Management, Forecasting
Education
Brigham Young University 1990 — 1994
Master of Accountancy, Auditing
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
John Hancock Financial Services January 2015 - Present
White Mountains Capital April 2013 - December 2014
OneBeacon Insurance April 2010 - March 2013
OneBeacon Insurance November 2007 - April 2010
Deloitte & Touche LLP September 2006 - October 2007
Deloitte & Touche LLP September 2004 - August 2006
Veritude May 2002 - May 2003
Barnes & Noble November 2001 - May 2003
Old South Meeting House November 2001 - February 2002
Plimoth Plantation September 2000 - August 2001
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Financial Accounting, CPA, Financial Statements, Sarbanes-Oxley, General Ledger, Internal Audit, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MS/MBA
Harvard Extension School 1999 — 2000
Certificate in Museum Studies
Bowdoin College 1992 — 1996
A.B.
MSC Industrial Supply May 2013 - Present
Family Dollar April 2011 - May 2013
Lowe's Companies, Inc. April 2010 - April 2011
Lowe's Companies, Inc. March 2007 - April 2010
Lowe's Companies, Inc. June 2006 - March 2007
Lowe's Companies, Inc. May 2005 - August 2005
e-Dialog, Inc. June 2003 - August 2004
Deloitte & Touche LLP August 2000 - September 2002
Skills
Integrated Marketing, Product Marketing, Email Marketing, Strategy, Marketing, Program Management, Segmentation, Forecasting, CRM, Advertising, Cross-functional Team..., Project Management, Management, Budgets, Competitive Analysis, Analysis, Market Planning, Direct Marketing, Project Planning, Marketing Strategy, New Business Development
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
M.B.A., Marketing
Boston College 1996 — 2000
B.S., Marketing & Accounting
Saint John's High School 1992 — 1996
High School Diploma
California State University, Fullerton Department of Accounting June 2013 - April 2014
California State University, Fullerton Department of Accounting January 2013 - May 2013
AZ Property Investments December 2012 - May 2013
Eadie & Payne, LLP April 2008 - August 2008
Deloitte & Touche LLP September 2004 - February 2008
Skills
Accounting, External Audit, Microsoft Excel, Microsoft Word, Google Docs, Microsoft PowerPoint, US GAAP, Corporate Finance, Teamwork, Leadership, Strategic Planning, PowerPoint, Time Management, Outlook, Statistics, Analysis, Tax Accounting
Education
California State University-Fullerton 2011 — 2015
MS, Accounting
Brigham Young University 2002 — 2004
BS, Accounting
Brigham Young University - Idaho 1999 — 2001
AAS, Accounting
Prudential Financial September 2013 - Present
N/A August 2011 - August 2013
Com-Pak Services, Inc. February 2008 - August 2011
Deloitte & Touche LLP July 2004 - February 2008
Malibu Yogurt March 2000 - September 2003
Skills
Account Management, B2B, Budgets, Customer Service, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Marketing Strategy, Networking, New Business Development, Variable Data Printing, Sales, CRM, Advertising
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
BS Accounting, Accounting, Business Management
Boston University Questrom School of Business 1999 — 2000
Accounting, Finance, Business Management
Deloitte & Touche LLP October 2003 - Present
Deloitte & Touche LLP February 1998 - October 2003
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Accounting, Internal Controls, PeopleSoft, Tax, GAAP, Revenue Recognition, External Audit, Auditing, Consolidation, Financial Reporting, IFRS, Financial Analysis, SEC Filings
Education
Boston College 1992 — 1996
Qualcomm August 2013 - Present
Deloitte & Touche LLP May 2012 - August 2013
Deloitte & Touche LLP October 2009 - May 2012
San Diego State University August 2007 - March 2009
Deloitte & Touche LLP June 2008 - August 2008
Skills
Accounting, Financial Accounting, Financial Reporting, SEC filings, External Audit, Internal Audit, IT Audit, SSAE 16 Audit, Internal Controls, SOX 404, GAAP, Financial Analysis, Data Analysis, MS Excel, MS Word, MS PowerPoint, MS Access, ACL, Project Management, Risk Assessment, Financial Statements, Business Process..., Financial Audits
Education
San Diego State University-California State University 2007 — 2009
Master of Science in Accountancy
British Columbia Institute of Technology
Diploma of Technology
Kyung Hee University
Bachelor's Degrees
Deloitte August 2011 - July 2015
Deloitte & Touche LLP 2007 - August 2011
Watabe Wedding March 2005 - December 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Audit, Auditing, Excel, PowerPoint, Word
Education
University of California, Santa Barbara 2002 — 2003
Boston University 1998 — 2002
Bachelor of Science (BS), Hospitality
Genband July 2013 - Present
Presidio Network Solutions (formerly INX) July 2011 - January 2013
SourceCorp Professional Services February 2010 - November 2011
BMC Software October 2008 - May 2010
EDS September 2005 - September 2008
DELOITTE & TOUCHE LLP November 2000 - September 2005
ERNST & YOUNG LLP June 1998 - November 2000
DELOITTE & TOUCHE LLP October 1996 - June 1998
GRANT THORNTON LLP September 1991 - October 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, SEC filings, Auditing, US GAAP, Revenue Recognition, Sarbanes-Oxley, Financial Analysis, Consolidation, Mergers, CPA, Internal Audit, Process Improvement, Hyperion Enterprise, Acquisition Integration, Forecasting, Financial Modeling, Enterprise Risk..., Due Diligence, Mergers & Acquisitions, Variance Analysis, General Ledger, Finance, Accounts Payable, Analysis, Executive Management, Restructuring, Management, Cross-functional Team..., Managerial Finance, Cost Accounting, Change Management, GAAP, IPO, Financial Accounting, Cash Management, Tax, Cash Flow, Business Process..., Financial Audits, IFRS, Financial Statements, SEC Filings
Education
Brigham Young University 1983 — 1991
Masters Degree, Accounting
United Military Mortgage dba Low VA Rates January 2014 - Present
NetSteps November 2011 - November 2012
CityDeals.com June 2011 - October 2011
NOW! CFO (Formerly NOW! Advisors) December 2007 - June 2011
Archon Group May 2005 - December 2007
Deloitte August 2002 - May 2005
Deloitte & Touche LLP 2002 - 2005
Skills
Budget Preparation, Audit Support, Accounting, Cash Flow Management, Financial Reporting, Big 4, Financial Accounting, QuickBooks, Revenue Recognition, US GAAP, CPA, GAAP, Financial Analysis, Financial Statements, Auditing, Cash Flow, Budgets, Forecasting, Finance, Internal Controls, Mergers & Acquisitions, Corporate Finance, General Ledger, Consolidation, Tax, Cash Management, Financial Audits
Education
Brigham Young University 2001 — 2002
Macc, Masters of Accountancy, Accounting and Finance
Brigham Young University 1999 — 2001
BS, Accounting, Accounting and Finance
Utah Valley University 1997 — 1999
AS Accounting, Accounting and Finance
Pleasant Grove High School 1991 — 1993
GED
Deloitte & Touche LLP 2008 - Present
Skills
External Audit, Microsoft Excel, Project Management, Business Intelligence, Management Consulting, Internal Controls, Financial Analysis, Financial Reporting, Enterprise Risk..., Business Process..., Microsoft Office, Risk Management, Auditing, US GAAP, Strategic Planning, Financial Accounting, Internal Audit, Financial Modeling, Program Management, Leadership, Sarbanes-Oxley Act, Analysis, Statistics, Statistical Modeling, Statistical Data..., Dashboard, Oracle
Education
Brigham Young University 2002 — 2008
Bachelor of Science (B.S.), Actuarial Science
CMF Advisors, LLC May 2012 - Present
Schoonover Holding, Inc May 2013 - November 2013
Moore Beauston & Woodham LLP 2005 - 2012
Sachetta & Co. LLP 2002 - 2005
Oak Technology, Inc. (acquired by Zoran 2003) 1998 - 2000
Brooks Automation 1997 - 1998
Deloitte & Touche LLP 1994 - 1997
Skills
Tax Preparation, CPA, GAAP, Tax, Tax Research, Tax Accounting, Financial Reporting, Financial Analysis, Accounting
Education
Boston University Questrom School of Business 1992 — 1994
St. Paul's School 1986 — 1989
General Electric (GE) December 2014 - Present
GrafTech International 2007 - 2014
Diebold 2006 - 2007
Preformed Line Products 2001 - 2006
Deloitte & Touche LLP 1994 - 2001
Frank, Seringer & Chaney 1992 - 1994
Skills
International Tax, Tax, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Financial Reporting, SEC filings, Internal Controls, Accounting, CPA, Income Tax, GAAP, Transfer Pricing, US GAAP, Financial Analysis, Tax Preparation, Financial Accounting, Financial Statements, Tax Research, SEC Filings
Education
The University of Akron 2000 — 2002
Master of Tax, Tax
Bowling Green State University 1989 — 1991
BSBA- Accounting, Accounting, Cum Laude
Caterpillar Inc. – Global Supply Network Division October 2014 - Present
Deloitte & Touche LLP May 2002 - September 2014
Arthur Andersen 2001 - 2002
Education
Bradley University 1997 — 2001
Bachelor of Science, Accounting
Bradley University
RBC Wealth Management January 1996 - Present
RBC Capital Markets Corporation 1996 - Present
Deloitte & Touche LLP June 1993 - January 1996
Education
Brigham Young University
KPMG LLP 2001 - Present
Deloitte & Touche LLP 1995 - 2001
Education
Brigham Young University
BS, Accounting
Progress Software November 2013 - Present
Deloitte & Touche LLP August 2005 - November 2013
Skills
US GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, GAAP, Revenue Recognition, External Audit, Financial Reporting, Auditing, Financial Accounting, CPA, Accounting, Sarbanes-Oxley, Big 4, Internal Audit, Financial Analysis
Education
Boston University 2001 — 2005
Accounting / Finance
Boston University Questrom School of Business 2001 — 2005
Deloitte & Touche LLP September 2010 - August 2014
Group Puma Investment Corp August 2009 - August 2010
Forum Trading Corp August 2008 - August 2009
Citigroup May 1993 - May 2008
Citi February 2000 - March 2004
Citibank 1993 - 1996
Skills
Banking, Risk Management, Risk Assessment, Operational Risk..., Corporate Governance, Governance, Legal Compliance, Corporate Law, Global Regulatory..., Financial Risk, Financial Services, Compliance, Regulatory Requirements, Financial Regulation, Private Banking, AML, Enterprise Risk..., KYC, Sarbanes-Oxley Act, Ethics, Due Diligence, Mergers & Acquisitions, M&A experience, Policy, Financial Institutions, Finance, Capital Markets, Securities, Alternative Investments, Investments, Private Equity, Asset Management, Fiduciary Services, Derivatives, Fixed Interest, Internal Audit, Auditing, Internal Controls, Wealth Management, Investment Banking, Management, Executive Management, Restructuring, Credit, Loans, Strategy, Emerging Markets, Financial Modeling, Financial Structuring, Corporate Finance
Education
Boston University School of Law 1989 — 1990
LLM International Banking Law, International Banking and Securities Laws
Universidad Catolica Andres Bello 1982 — 1987
Attorney at Law, Venezuela's Law
Deloitte & Touche LLP 1999 - Present
Education
Brigham Young University
U.S. Department of Labor December 2011 - Present
UnitedHealthcare August 2011 - December 2011
UnitedHealthcare November 2008 - August 2011
Deloitte & Touche LLP January 2006 - November 2008
Skills
Financial Reporting, Accounting, Audit, Internal Controls, Internal Audit, Journal Entries, General Ledger, Account Reconciliation, GAAP, SOX, Auditing, Financial Analysis, Compliance, Government, Financial Accounting, SEC reporting, US GAAP, Sarbanes-Oxley Act, Financial Statements, SEC Filings
Education
University of Maryland University College 2011 — 2013
MBA, Finance
Bowie State University 2004 — 2006
Bachelors, Business Adminstration/Accounting
MFS Investment Management July 2015 - Present
Boston University January 1992 - Present
Putnam Investments August 2007 - June 2015
Putnam Investments August 2007 - March 2011
Deloitte & Touche LLP June 2004 - August 2007
Deloitte & Touche LLP January 2004 - August 2007
Deloitte September 1996 - August 2007
Fidelity Investments 2005 - 2007
Deloitte Consulting September 2003 - January 2004
Deloitte & Touche September 2001 - September 2003
Skills
Internal Controls, Internal Audit, Auditing, Financial Services, Mutual Funds, Sarbanes-Oxley, Financial Reporting, Financial Modeling, Financial Analysis, IFRS, Sarbanes-Oxley Act, Accounting, Process Improvement, Strategy, General Ledger, Risk Assessment, Management, Leadership, Portfolio Management, Risk Management, Corporate Finance, Enterprise Risk..., Due Diligence, Finance, Business Process..., Mergers & Acquisitions, Financial Accounting, Managerial Finance, Financial Risk, Management Consulting, Strategic Financial..., Valuation
Education
The Partnership Inc. 2010 — 2011
Next Generation Executive (NGE) Program, Executive Development Program
Deloitte & Touche LLP 2005 — 2006
Breakthrough Leadership Program (BLP) and BLP Think Tank, Leadership Development Program
The Partnership Inc. 2005 — 2005
Boston Fellows Program, Leadership Development Program
Boston University 1992 — 1993
MSA, Administration/Organizational Policy
Boston University 1991 — 1991
MSBA, Business Administration
University of Ghana 1987 — 1990
BSc. Admin, Administration/Accounting Option
Wa Secondary School 1979 — 1986
GCE, Business
LAC Consulting, LLC May 2010 - Present
American Tower June 1998 - May 2008
American Radio Systems Corporation May 1996 - June 1998
Deloitte & Touche LLP July 1986 - May 1996
Skills
Accounting, SEC filings, Sarbanes-Oxley Act, Finance, Auditing, Financial Reporting, Internal Controls, Management, US GAAP
Education
Bryant University 1982 — 1986
BSBA, Accounting
Shenendehowa High School Clifton Park, NY
Rawl & Associates LLC July 2003 - Present
Brazil American Auto Group May 1997 - June 2003
United Auto Group, Inc (Penske Automotive) May 1993 - January 1997
Hanlin Group, Inc. June 1990 - April 1993
Deloitte & Touche LLP June 1967 - May 1990
Skills
Automotive, Chemicals, Mergers, Retail, IPO, FMCG, Due Diligence, Restructuring, Divestitures, Business Planning, Financial Analysis, Management Consulting, Mergers & Acquisitions, Venture Capital, Private Equity, Strategy, Executive Management, Corporate Development, Managerial Finance, Business Valuation, Start-ups, M&A experience, Business Strategy, Corporate Finance, Financial Modeling, Entrepreneurship, Corporate Governance, Investor Relations, Business Transformation, SEC filings
Education
Boston University Questrom School of Business 1963 — 1967
BSBA, Accounting & Finance
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Southern California Edison (SCE) August 2014 - Present
Cooper Industries January 2013 - July 2014
Johnson Controls June 2009 - December 2012
Deloitte & Touche LLP January 2006 - May 2009
Deloitte & Touche LLP September 2001 - January 2006
Skills
Sarbanes-Oxley, Financial Audits, FASB, SEC, Auditing, Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, External Audit, Consolidation, Hyperion HFM, SAP, Hyperion Enterprise, Cost Accounting, Finance, Variance Analysis, GAAP, General Ledger, IFRS
Education
Boston University 1998 — 2001
BSBA, Accounting, MIS
PNC Asset Management October 2014 - Present
Eagle Asset Management December 2007 - December 2013
Wachovia October 2006 - November 2007
Invesco January 2002 - September 2006
Deloitte & Touche LLP June 1999 - January 2002
Price Waterhouse LLP February 1993 - June 1999
Skills
Series 7, Series 63, Investment Management, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Investments, Investment Advisory, 401k, Wealth Management, Securities, Investment Strategies, Portfolio Management, Equities, Fixed Income
Education
Indiana University 1987 — 1991
B.S. Finance / Public Policy
Bradley University: Foster College of Business
Finance / Marketing
Grant Thornton LLP June 2015 - Present
Deloitte & Touche LLP November 1988 - May 2015
Skills
Strategic & Tactical..., Business Expansion, Operational Efficiency, Turnaround Leadership, Global Offshore..., Leadership Development, Talent Recruiting, Mergers & Acquisitions, Regulatory Compliance...
Education
Bryant University
Bachelor of Science, Business Administration, summa cum laude
CHW, LLP January 2015 - Present
TCA Partners, LLP October 2009 - February 2015
Becker Professional Review June 2011 - June 2012
CargoBay February 2009 - January 2012
Deloitte & Touche LLP 2007 - 2009
KPMG 2007 - 2007
Missionary Training Center 2003 - 2005
Skills
Financial Statement..., Healthcare Consulting, Cost Reporting, Healthcare Reimbursement, Tax Exempt IRS Filings
Education
Brigham Young University 2000 — 2007
Master's degree, Accounting
EMD Accounting Solutions & Services - Merck Group November 2010 - Present
Biogen Idec December 2008 - August 2009
DELOITTE & TOUCHE LLP April 2003 - December 2008
Shanghai AIKI Trading Company August 1998 - December 2000
Skills
GAAP, Accounting
Education
Bryant University
Master of Science, Accounting
Deloitte & Touche LLP October 2009 - June 2013
Skills
Internal Controls, Auditing
Education
Brigham Young University 2002 — 2009
MAcc, Accounting and economics
Goldman Sachs Vice PresidentGoldman Sachs Asset ManagementSeptember 2009 - Present
Deloitte & Touche LLP July 2006 - September 2009
Morgan Stanley May 2005 - August 2005
Education
Boston University Questrom School of Business 2002 — 2006
Finance
Putnam Investments November 2007 - Present
Putnam Investments March 2006 - November 2007
Deloitte & Touche LLP October 2002 - March 2006
Skills
Financial Reporting, Accounting, Auditing, Internal Audit, Internal Controls, Audit, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MSA, Accounting
Franklin & Marshall College 1998 — 2002
BA, Accounting
PwC November 2014 - Present
Deloitte & Touche LLP August 2014 - November 2014
Deloitte & Touche LLP September 2011 - August 2014
EisnerAmper LLP August 2010 - September 2011
Amper, Politziner & Mattia, LLP September 2008 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSA, Accounting
Boston College 2004 — 2008
BS, Accounting, Finance
Deloitte & Touche LLP July 2015 - Present
Bank of America June 2014 - August 2014
SHOUT TV March 2011 - July 2013
T-Mobile May 2009 - July 2013
The Little Gym International, Inc. April 2008 - January 2010
The Church of Jesus Christ of Latter-day Saints November 2005 - November 2007
Skills
Strategy, Leadership, Project Management, Marketing, Customer Service, Time Management, Sales Operations, Sales Process, Sales, Team Building, Coaching, Training, Marketing Communications, Sales Management, Customer Satisfaction, CRM, Business Development, Account Management, Direct Sales, Microsoft Office, Selling, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
Brigham Young University 2004 — 2010
B.S, Business Management- Marketing
Durham Jones & Pinegar May 2015 - Present
Associate Dean Gordon Smith, J. Reuben Clark Law School May 2014 - Present
Marriott School of Accountancy May 2013 - Present
Marriott School of Accountancy June 2011 - Present
Hall, Bishop & Hall, LLP April 2015 - May 2015
Professor Kristin Gerdy, J. Reuben Clark Law School August 2014 - April 2015
U.S. Securities and Exchange Commission May 2014 - July 2014
Judge Samuel D. McVey, 4th District Court of Utah May 2014 - May 2014
Discount Tire Company September 2009 - May 2014
Deloitte & Touche LLP January 2012 - April 2012
Skills
Financial Accounting, Inventory Management, Team Leadership, Access, Financial Analysis, Microsoft Excel, Tax, Customer Service, Microsoft Office, Research, Accounting, Economics, Data Analysis, Microsoft Word, Auditing, Budgets, AutoCAD, Leadership, Sales, Teamwork, PowerPoint, Analysis, QuickBooks
Education
J. Reuben Clark Law School 2013 — 2016
Doctor of Law (JD)
Brigham Young University 2009 — 2016
Bachelor/Master in Accountancy, Accounting
College of Southern Nevada 2009 — 2009
General
M&T Bank July 2013 - Present
M&T Bank 2013 - 2014
Deloitte & Touche LLP January 2013 - June 2013
Zions Bancorporation October 2010 - January 2013
Zions Bancorporation 2010 - 2013
Motorola China Research Center November 2006 - April 2007
Skills
SQL, VBA, HTML, C++, Java, Matlab, Microsoft Office, C#, PHP, Weka, Data Analysis, Data Mining, Access, C, Statistics, Excel, Visual Basic, Analysis, MySQL, SQL Server, Windows, Programming, Databases, PowerPoint, Word, Operating Systems, Visio, Modeling, Visual Studio, Oracle SQL, PostgreSQL, Algorithms, SAS, Software Development, Linux
Education
Brigham Young University 2007 — 2010
PhD, Electrical and Computer Engineering
Shanghai Jiao Tong University 2003 — 2007
BS, Electircal Engineering
Beijing No.8 Middle School
Deloitte & Touche LLP September 2013 - Present
ProStar Management Company, LC January 2012 - July 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Bookkeeping, Financial Statements, Financial Accounting, Accounts Payable, Account Reconciliation, Auditing
Education
Brigham Young University 2011 — 2013
Master's degree, Accounting
Deloitte & Touche LLP September 2013 - 2014
Baruch College June 2010 - May 2013
Deloitte 2012 - 2012
Skills
Financial Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Financial Reporting, Tax, Microsoft Word, Auditing, Microsoft Office, Financial Statements, Access, Bookkeeping, General Ledger, Tax Preparation, Accounts Payable, Account Reconciliation, US GAAP, Outlook, Accounting, QuickBooks, Accounts Receivable, Public Speaking
Education
CUNY Baruch, Zicklin School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Borough of Manhattan Community College 2008 — 2010
Associate of Science (A.S.), Accounting
Deloitte & Touche LLP March 2014 - Present
Ernst & Young October 2011 - March 2014
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, US GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master, Accounting, 3.7
SNC-Lavalin April 2015 - Present
SNC-Lavalin January 2014 - April 2015
SNC-Lavalin Inc April 2013 - December 2013
SNC-Lavalin Inc. August 2012 - April 2013
Deloitte & Touche LLP September 2007 - August 2012
Skills
Financial Reporting, Metallurgy, IFRS, Internal Controls, Mining, Internal Audit, Financial Analysis, Auditing
Education
Institute of Chartered Accountants of Ontario
Chartered Accountant, CA
Brock University 2003 — 2007
Bachelor, Accounting
Boise Cascade May 2013 - Present
Boise Cascade April 2011 - April 2013
Coldwater Creek August 2007 - March 2011
Deloitte & Touche LLP September 1999 - August 2007
Skills
Treasury Management, Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Internal Controls, Financial Accounting, GAAP, Auditing, Cash Flow, Process Improvement, Corporate Tax, Sarbanes-Oxley
Education
Brigham Young University 1993 — 1999
BS, Accounting
Scentsy, Inc. February 2011 - Present
Deloitte & Touche LLP 2004 - 2011
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
Boise State University 2002 — 2003
B.S., Accounting
The Master's College 1997 — 2001
B.A., Biblical Studies
Deloitte & Touche LLP September 2005 - Present
Perez-Abreu, Aguerrebere, Sueiro, Torres PL 2002 - 2004
Education
Florida International University 2004 — 2005
Master of Science (MS), Accounting
Florida International University 2001 — 2004
Bachelor of Science (BS), Accounting and Finance
Bryant University 2000 — 2001
Alcon, a Novartis company May 2013 - Present
Commercial Metals Company June 2011 - May 2013
U.S. Department of State July 2010 - April 2011
Self-employed October 2009 - December 2010
Bond Beebe November 2008 - May 2009
Deloitte & Touche LLP January 2008 - October 2008
Deloitte & Touche LLP June 2007 - August 2007
Deloitte & Touche LLP June 2006 - August 2006
Ernst & Young January 2006 - March 2006
Skills
Microsoft Excel, Finance, Essbase, Russian, Interpersonal Skill, Access, Internal Controls, SAP, Microsoft Word, Business Intelligence..., Writing, Pivot Tables, JD Edwards, Project Management, Management, Process Improvement, Data Analysis, Corporate Communications
Education
Brigham Young University - Idaho
Bachelor of Science (BS), Accounting