Deloitte Haskins & Sells
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 (Jun 1, 2015–) Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Headquarters: New York City, NY, Tokyo, Japan, London, United Kingdom Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte Haskins & Sells Employees
Employee
Years
Job
Industry
Suresh D Gehi, CPA Suresh D Gehi, CPA's Deloitte Haskins & Sells Experience January 1980 - October 1980
Job Chief Financial Officer at Goradia Capital LLC
Industry Chemicals
Experience
Goradia Capital LLC June 2011 - Present
Suresh D Gehi, CPA February 2002 - August 2011
Accenture January 1999 - February 2002
Suresh D Gehi, CPA January 1985 - December 1998
DNB Corporation July 1983 - December 1984
Arthur Andersen & Co November 1980 - June 1983
Houston Community College August 1982 - December 1982
Deloitte Haskins & Sells January 1980 - October 1980
Skills
Tax Research, Accounting, Tax, Auditing, SAP, Business Process..., Process Improvement, Budget, Pricing, Financial Reporting, Microsoft Excel, Financial Analysis, Lotus Notes, Project Planning, Financial Accounting, Budgets, Business Process, Forecasting, Mergers & Acquisitions, SAP R/3, Corporate Finance, CPA, Managerial Finance, Valuation, Due Diligence, Internal Audit, Fixed Assets, Finance, Strategic Financial..., Internal Controls, Financial Modeling, Cash Flow Forecasting, Restructuring, Cash Flow, Acquisition Integration, Cost Accounting, Sarbanes-Oxley Act, Consolidation, US GAAP, Financial Audits, General Ledger, Business Strategy, Variance Analysis, IFRS, Cash Management, Income Tax
Education
University of Houston, C.T. Bauer College of Business 1978 — 1980
MS, Accounting
Texas A&M University-Kingsville 1976 — 1978
BBA, Accounting
University of Mumbai 1970 — 1975
BSc, Statistics and Mathematics
Victoria High School 1960 — 1970
High School Diploma
Goradia Capital LLC June 2011 - Present
Suresh D Gehi, CPA February 2002 - August 2011
Accenture January 1999 - February 2002
Suresh D Gehi, CPA January 1985 - December 1998
DNB Corporation July 1983 - December 1984
Arthur Andersen & Co November 1980 - June 1983
Houston Community College August 1982 - December 1982
Deloitte Haskins & Sells January 1980 - October 1980
Skills
Tax Research, Accounting, Tax, Auditing, SAP, Business Process..., Process Improvement, Budget, Pricing, Financial Reporting, Microsoft Excel, Financial Analysis, Lotus Notes, Project Planning, Financial Accounting, Budgets, Business Process, Forecasting, Mergers & Acquisitions, SAP R/3, Corporate Finance, CPA, Managerial Finance, Valuation, Due Diligence, Internal Audit, Fixed Assets, Finance, Strategic Financial..., Internal Controls, Financial Modeling, Cash Flow Forecasting, Restructuring, Cash Flow, Acquisition Integration, Cost Accounting, Sarbanes-Oxley Act, Consolidation, US GAAP, Financial Audits, General Ledger, Business Strategy, Variance Analysis, IFRS, Cash Management, Income Tax
Education
University of Houston, C.T. Bauer College of Business 1978 — 1980
MS, Accounting
Texas A&M University-Kingsville 1976 — 1978
BBA, Accounting
University of Mumbai 1970 — 1975
BSc, Statistics and Mathematics
Victoria High School 1960 — 1970
High School Diploma
Greg Alderson Greg Alderson's Deloitte Haskins & Sells Experience 1982 - 1984
Job Multiple BioTech Organizations
Industry Biotechnology
Experience
Multiple Biotech Organizations 1984 - Present
Genelex Corporation 2012 - Present
Redserge Ventures & Alderson Business Services June 2000 - Present
BioXcelerator Technologies, Inc. November 2009 - Present
Rocky Mountain Biologicals, Inc. 2013 - Present
Invizeon Corporation May 2004 - November 2009
Microsoft Corporation October 1995 - May 2004
Raima Corporation October 1990 - June 1995
Deloitte Haskins & Sells 1982 - 1984
Skills
Strategic Leadership, Microsoft Office, SaaS, Start-ups, Strategy, Strategic Partnerships, Corporate Governance, Finance, Operations Management, Organizational Design, Executive Management, Mergers & Acquisitions, Executive Coaching, Sales Management, Financial Analysis, Leadership, Business Development, Product Development, Team Building, Management, Contract Negotiation, Marketing, Entrepreneurship, Strategic Planning, Sales, Management Consulting, Project Planning, Business Strategy, Business Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance and Marketing
University of Washington 1971 — 1976
B.S., Microbiology and Food Science
Multiple Biotech Organizations 1984 - Present
Genelex Corporation 2012 - Present
Redserge Ventures & Alderson Business Services June 2000 - Present
BioXcelerator Technologies, Inc. November 2009 - Present
Rocky Mountain Biologicals, Inc. 2013 - Present
Invizeon Corporation May 2004 - November 2009
Microsoft Corporation October 1995 - May 2004
Raima Corporation October 1990 - June 1995
Deloitte Haskins & Sells 1982 - 1984
Skills
Strategic Leadership, Microsoft Office, SaaS, Start-ups, Strategy, Strategic Partnerships, Corporate Governance, Finance, Operations Management, Organizational Design, Executive Management, Mergers & Acquisitions, Executive Coaching, Sales Management, Financial Analysis, Leadership, Business Development, Product Development, Team Building, Management, Contract Negotiation, Marketing, Entrepreneurship, Strategic Planning, Sales, Management Consulting, Project Planning, Business Strategy, Business Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
MBA, Finance and Marketing
University of Washington 1971 — 1976
B.S., Microbiology and Food Science
Blain A. West, CPA Blain A. West, CPA's Deloitte Haskins & Sells Experience August 1985 - April 1989
Job Chief Financial Officer at Neighborhood Health Center
Industry Transportation/Trucking/Railroad
Experience
Neighborhood Health Center April 2012 - Present
Tillamook County Health Department October 2010 - April 2012
Tillamook County Transportation District February 2008 - November 2010
Baertlein & Phegley, CPAs, P.C. May 2006 - April 2008
US Bank March 2004 - April 2006
The Food Mart, Inc. January 1999 - January 2004
Zwald Transport, Inc. June 1994 - August 1999
Willamette Industries, Inc. May 1989 - May 1994
Deloitte Haskins & Sells August 1985 - April 1989
Skills
Internal Controls, Financial Reporting, Finance, Process Improvement, Microsoft Excel, Nonprofits, Budgets, Cost Accounting, Auditing, Variance Analysis, Accounts Payable, Strategic Planning, Leadership, Management, Managerial Finance, Public Speaking, Team Building
Education
Oregon State University 1981 — 1985
Bachelor of Science, Business / Accounting
Neighborhood Health Center April 2012 - Present
Tillamook County Health Department October 2010 - April 2012
Tillamook County Transportation District February 2008 - November 2010
Baertlein & Phegley, CPAs, P.C. May 2006 - April 2008
US Bank March 2004 - April 2006
The Food Mart, Inc. January 1999 - January 2004
Zwald Transport, Inc. June 1994 - August 1999
Willamette Industries, Inc. May 1989 - May 1994
Deloitte Haskins & Sells August 1985 - April 1989
Skills
Internal Controls, Financial Reporting, Finance, Process Improvement, Microsoft Excel, Nonprofits, Budgets, Cost Accounting, Auditing, Variance Analysis, Accounts Payable, Strategic Planning, Leadership, Management, Managerial Finance, Public Speaking, Team Building
Education
Oregon State University 1981 — 1985
Bachelor of Science, Business / Accounting
Lenice Shaw Lenice Shaw's Deloitte Haskins & Sells Experience August 1981 - August 1983
Job Controller at Doctors Express Portland
Industry Accounting
Experience
Oregon Association of Relief Nurseries July 2014 - December 2014
Planned Parenthood Columbia Willamette September 2008 - July 2013
Morrison Child and Family Services June 2002 - September 2008
Renaissance Holdings, Inc. October 1996 - June 2000
Marketing One, Inc March 1994 - October 1996
NERCO INC. September 1983 - December 1993
Deloitte Haskins & Sells August 1981 - August 1983
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Wake Forest University 1975 — 1979
Bachelor of Science (BS), Mathematical Business, Cum Laude
Oregon Association of Relief Nurseries July 2014 - December 2014
Planned Parenthood Columbia Willamette September 2008 - July 2013
Morrison Child and Family Services June 2002 - September 2008
Renaissance Holdings, Inc. October 1996 - June 2000
Marketing One, Inc March 1994 - October 1996
NERCO INC. September 1983 - December 1993
Deloitte Haskins & Sells August 1981 - August 1983
Education
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Wake Forest University 1975 — 1979
Bachelor of Science (BS), Mathematical Business, Cum Laude
Pamela A. Wyatt Pamela A. Wyatt's Deloitte Haskins & Sells Experience 1985 - 1989
Job Supply Chain / Data Governance / Data Quality Management / Master Data Management
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies 2007 - 2013
Warner Home Video 1995 - 2007
Time Warner Inc. 1989 - 1995
Deloitte Haskins & Sells 1985 - 1989
Skills
Film, Master Data Management, Business Process, Process Improvement, Entertainment, Business Analysis, Digital Media, Data Governance, Data Quality, SAP, SAP Implementation, Project Management, User Acceptance Testing, Inventory Management, Purchasing, Digital Distribution, Business Intelligence, ERP, Business Process..., Cross-functional Team..., Supply Chain, Supply Chain Management, Requirements Gathering, Management
Education
UC Santa Barbara 1980 — 1985
Bachelor's degree, Economics
Warner Bros. Entertainment Group of Companies 2007 - 2013
Warner Home Video 1995 - 2007
Time Warner Inc. 1989 - 1995
Deloitte Haskins & Sells 1985 - 1989
Skills
Film, Master Data Management, Business Process, Process Improvement, Entertainment, Business Analysis, Digital Media, Data Governance, Data Quality, SAP, SAP Implementation, Project Management, User Acceptance Testing, Inventory Management, Purchasing, Digital Distribution, Business Intelligence, ERP, Business Process..., Cross-functional Team..., Supply Chain, Supply Chain Management, Requirements Gathering, Management
Education
UC Santa Barbara 1980 — 1985
Bachelor's degree, Economics
Daniel Rohr Daniel Rohr's Deloitte Haskins & Sells Experience 1980 - 1983
Job Principal at Provident Municipal Advisor, LLC
Industry Financial Services
Experience
Provident Municipal Advisor, LLC June 2014 - Present
PNC Capital Markets 2007 - 2014
RBC Capital Markets 2004 - 2007
Banc One Capital Markets 1988 - 2004
Ehrlich Bober 1983 - 1988
Deloitte Haskins & Sells 1980 - 1983
City of Columbus, Ohio 1974 - 1980
Education
The Ohio State University 1971 — 1973
Bachelor of Business Administartion Sciences, Finance, General
Ohio University 1969 — 1971
Business Administration
Provident Municipal Advisor, LLC June 2014 - Present
PNC Capital Markets 2007 - 2014
RBC Capital Markets 2004 - 2007
Banc One Capital Markets 1988 - 2004
Ehrlich Bober 1983 - 1988
Deloitte Haskins & Sells 1980 - 1983
City of Columbus, Ohio 1974 - 1980
Education
The Ohio State University 1971 — 1973
Bachelor of Business Administartion Sciences, Finance, General
Ohio University 1969 — 1971
Business Administration
Victor Barone Victor Barone's Deloitte Haskins & Sells Experience 1974 - 1977
Job Selfemployed Certified Public Accountant
Industry Transportation/Trucking/Railroad
Experience
Self-employed Certified Public Accountant May 2015 - Present
Mitchell Management LLC August 2014 - May 2015
Ryan's Express 2005 - 2010
Mitchell Family Investments 2002 - 2005
Leslie Accountancy LLP 1997 - 2002
Jan Development 1996 - 1997
Deloitte, Haskins & Sells 1974 - 1977
Skills
Tax, Logistics, Operations Management, Due Diligence, Finance, Transportation, GAAP, Financial Statements, Auditing, Internal Controls, Analysis, Mergers & Acquisitions, Budgets
Education
Antelope Valley High School
General, Pre-Engineering
California State Polytechnic University-Pomona
Bachelor’s Degree, Business Administration - Major Accounting
Self-employed Certified Public Accountant May 2015 - Present
Mitchell Management LLC August 2014 - May 2015
Ryan's Express 2005 - 2010
Mitchell Family Investments 2002 - 2005
Leslie Accountancy LLP 1997 - 2002
Jan Development 1996 - 1997
Deloitte, Haskins & Sells 1974 - 1977
Skills
Tax, Logistics, Operations Management, Due Diligence, Finance, Transportation, GAAP, Financial Statements, Auditing, Internal Controls, Analysis, Mergers & Acquisitions, Budgets
Education
Antelope Valley High School
General, Pre-Engineering
California State Polytechnic University-Pomona
Bachelor’s Degree, Business Administration - Major Accounting
Mary Kay Robinson Mary Kay Robinson's Deloitte Haskins & Sells Experience 1987 - 1989
Job Accountant II at The University of Texas at Austin
Industry Accounting
Experience
The University of Texas at Austin September 2014 - February 2015
Out Of The Blue Press LLC June 2006 - December 2014
McCaffree Financial Corporation 1991 - 1997
RK Consulting 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
Deloitte Haskins & Sells 1985 - 1987
Deloitte Haskins & Sells 1983 - 1985
Education
The University of Texas at Austin 1980 — 1982
Master of Business Administration (MBA), Finance and Entrepreneurship
The University of Texas at Austin 1976 — 1979
Bachelor of Business Administration (BBA), Accounting and Business Honors Program
The University of Texas at Austin September 2014 - February 2015
Out Of The Blue Press LLC June 2006 - December 2014
McCaffree Financial Corporation 1991 - 1997
RK Consulting 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
Deloitte Haskins & Sells 1985 - 1987
Deloitte Haskins & Sells 1983 - 1985
Education
The University of Texas at Austin 1980 — 1982
Master of Business Administration (MBA), Finance and Entrepreneurship
The University of Texas at Austin 1976 — 1979
Bachelor of Business Administration (BBA), Accounting and Business Honors Program
Stan Zawrotny Stan Zawrotny's Deloitte Haskins & Sells Experience 1987 - 1989
Job Retired
Industry Management Consulting
Experience
Retired 2003 - Present
Integrated Management Services Group 1991 - 2003
Coca-Cola Enterprises 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
Sage Software 1986 - 1986
General Electric Information Services 1979 - 1986
National Security Agency 1965 - 1979
U. S. Air Force 1961 - 1965
Skills
Management Consulting, Project Planning, Management, Training, Technical Writing, Program Management, IT Strategy, Change Management, Business Analysis, Government, Integration, IT Management, Business Process..., Process Improvement, Security, Project Management, Public Speaking, Team Building, Budgets, Business Strategy
Education
University of Maryland University College
Master of General Administration, Information Management Systems
Retired 2003 - Present
Integrated Management Services Group 1991 - 2003
Coca-Cola Enterprises 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
Sage Software 1986 - 1986
General Electric Information Services 1979 - 1986
National Security Agency 1965 - 1979
U. S. Air Force 1961 - 1965
Skills
Management Consulting, Project Planning, Management, Training, Technical Writing, Program Management, IT Strategy, Change Management, Business Analysis, Government, Integration, IT Management, Business Process..., Process Improvement, Security, Project Management, Public Speaking, Team Building, Budgets, Business Strategy
Education
University of Maryland University College
Master of General Administration, Information Management Systems
Greg Pakes Greg Pakes's Deloitte Haskins & Sells Experience May 1983 - February 1987
Job Controller at PCI/HealthDev
Industry Real Estate
Experience
PCI/HealthDev May 2014 - Present
Schneider Electric October 2009 - May 2014
TAC Americas, Inc. April 2007 - October 2009
TAC Americas, Inc. September 2000 - April 2007
CSI Control Systems International October 1987 - September 2000
Harris Data Communications February 1987 - October 1987
Deloitte Haskins & Sells May 1983 - February 1987
Skills
Mergers and Acquisitions, Corporate Finance, Acquisition Integration, Financial Reporting, Cost Accounting, Internal Controls, Tax, Mergers, Financial Modeling, Integration, Financial Analysis, Business Process..., Strategy, Process Improvement, Mergers & Acquisitions
Education
Texas A&M University 1980 — 1983
BBA, Accounting
PCI/HealthDev May 2014 - Present
Schneider Electric October 2009 - May 2014
TAC Americas, Inc. April 2007 - October 2009
TAC Americas, Inc. September 2000 - April 2007
CSI Control Systems International October 1987 - September 2000
Harris Data Communications February 1987 - October 1987
Deloitte Haskins & Sells May 1983 - February 1987
Skills
Mergers and Acquisitions, Corporate Finance, Acquisition Integration, Financial Reporting, Cost Accounting, Internal Controls, Tax, Mergers, Financial Modeling, Integration, Financial Analysis, Business Process..., Strategy, Process Improvement, Mergers & Acquisitions
Education
Texas A&M University 1980 — 1983
BBA, Accounting
David Oden David Oden's Deloitte Haskins & Sells Experience August 1983 - April 1989
Job President at InfoSync Services
Industry Financial Services
Experience
InfoSync Services September 2004 - Present
Texas Land and Cattle Steak House July 1997 - December 2004
Pancho's Mexican Buffet October 1998 - July 2001
Silver Diner September 1995 - July 1997
Pancho's Mexican Buffet December 1989 - August 1995
Deloitte Haskins & Sells August 1983 - April 1989
Skills
CPA, Restaurants, Outsourcing, Financial Process..., Accounts Payable, Accounting, Mergers & Acquisitions, Private Equity, Strategic Financial..., Auditing, Strategy, Risk Management, Financial Planning, Strategic Planning
Education
Texas Christian University 1978 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Cooper High School
InfoSync Services September 2004 - Present
Texas Land and Cattle Steak House July 1997 - December 2004
Pancho's Mexican Buffet October 1998 - July 2001
Silver Diner September 1995 - July 1997
Pancho's Mexican Buffet December 1989 - August 1995
Deloitte Haskins & Sells August 1983 - April 1989
Skills
CPA, Restaurants, Outsourcing, Financial Process..., Accounts Payable, Accounting, Mergers & Acquisitions, Private Equity, Strategic Financial..., Auditing, Strategy, Risk Management, Financial Planning, Strategic Planning
Education
Texas Christian University 1978 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Cooper High School
Kris Gusa, CPA Kris Gusa, CPA's Deloitte Haskins & Sells Experience 1982 - 1985
Job Partner at Gollob Morgan Peddy PC
Industry Accounting
Experience
Gollob Morgan Peddy PC 1991 - Present
Curtis Blakely & Co., PC 1985 - 1990
Deloitte Haskins & Sells 1982 - 1985
Education
Stephen F. Austin State University 1978 — 1981
BBA, Accounting
Mt. Vernon High School 1974 — 1978
Gollob Morgan Peddy PC 1991 - Present
Curtis Blakely & Co., PC 1985 - 1990
Deloitte Haskins & Sells 1982 - 1985
Education
Stephen F. Austin State University 1978 — 1981
BBA, Accounting
Mt. Vernon High School 1974 — 1978
Cathy Guthrie Cathy Guthrie's Deloitte Haskins & Sells Experience July 1986 - July 1989
Job Sr. SEC Reporting Analyst at Williams
Industry Information Technology and Services
Experience
Williams November 2014 - Present
IBM July 1989 - November 2014
Amoco/British Petroleum July 1989 - January 1991
Deloitte Haskins + Sells July 1986 - July 1989
Skills
Consolidation, Fixed Assets, SAP, Oil & Gas Industry, Variance Analysis, General Ledger, Auditing, Financial Reporting, US GAAP, Internal Controls, Account Reconciliation, GAAP, Financial Accounting, SEC Financial Reporting, Revenue Recognition, Business Process..., Financial Analysis, Process Improvement
Education
Oklahoma State University 1982 — 1986
Bachelor of Science (BS), Accounting
Williams November 2014 - Present
IBM July 1989 - November 2014
Amoco/British Petroleum July 1989 - January 1991
Deloitte Haskins + Sells July 1986 - July 1989
Skills
Consolidation, Fixed Assets, SAP, Oil & Gas Industry, Variance Analysis, General Ledger, Auditing, Financial Reporting, US GAAP, Internal Controls, Account Reconciliation, GAAP, Financial Accounting, SEC Financial Reporting, Revenue Recognition, Business Process..., Financial Analysis, Process Improvement
Education
Oklahoma State University 1982 — 1986
Bachelor of Science (BS), Accounting
Steven Fercho Steven Fercho's Deloitte Haskins & Sells Experience 1981 - 1985
Job Executive Director International Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Jobs For Youth October 2012 - February 2013
Societe Generale 1995 - 2011
The First National Bank of Chicago 1985 - 1995
Deloitte Haskins & Sells 1981 - 1985
Skills
Corporate Finance, Client Relationship..., Accounting, Structured Finance, Tax, International Finance, Mergers, Creative Problem Solving, Credit Analysis, Integrity, Teamwork, Strategic Thinking, Collaborative, Capital Markets, Investment Banking, Commercial Banking, Risk Management, Restructuring, Credit, Leveraged Finance, Credit Risk, Structured Products, Bonds, Portfolio Management, Derivatives, Cash Management, Fixed Income, Investments, Financial Structuring, Strategy, Emerging Markets, Financial Services, Private Equity, Financial Markets, Equities, Banking, Financial Modeling, Mergers
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1977 — 1981
BBA, Accounting
J.P. Morgan May 2013 - Present
Jobs For Youth October 2012 - February 2013
Societe Generale 1995 - 2011
The First National Bank of Chicago 1985 - 1995
Deloitte Haskins & Sells 1981 - 1985
Skills
Corporate Finance, Client Relationship..., Accounting, Structured Finance, Tax, International Finance, Mergers, Creative Problem Solving, Credit Analysis, Integrity, Teamwork, Strategic Thinking, Collaborative, Capital Markets, Investment Banking, Commercial Banking, Risk Management, Restructuring, Credit, Leveraged Finance, Credit Risk, Structured Products, Bonds, Portfolio Management, Derivatives, Cash Management, Fixed Income, Investments, Financial Structuring, Strategy, Emerging Markets, Financial Services, Private Equity, Financial Markets, Equities, Banking, Financial Modeling, Mergers
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1977 — 1981
BBA, Accounting
Lawrence Bean Lawrence Bean's Deloitte Haskins & Sells Experience 1974 - 1975
Job SCORE Certified Mentor
Industry Accounting
Experience
SCORE October 2013 - Present
Arc One, LLC 2003 - 2008
Swarovski Optik 1992 - 2002
Copyrite, Inc. 1990 - 1992
Lawrence Bean CPA 1984 - 1990
Juice Services, Inc. 1979 - 1984
Piccerelli, Gilstein & Company, LLP 1975 - 1979
Deloitte, Haskins & Sells 1974 - 1975
Taylor & Company, CPA's 1970 - 1974
Skills
Financial Accounting, Business Analysis, Budget Forecasts, Accounting Applications, Financial Policies &..., Cash Flow Forecasting, Analysis, Budgets, Finance, Variance Analysis, Cash Flow, Entrepreneurship, Accounting, Internal Controls, P&L, Management, Sales, Team Building, Business Strategy, Business Planning, Leadership, Operations Management, Strategic Planning, Business Development
Education
Bryant University 1965 — 1970
Bachelor's degree, Accounting
Cranston High School East 1962 — 1965
SCORE October 2013 - Present
Arc One, LLC 2003 - 2008
Swarovski Optik 1992 - 2002
Copyrite, Inc. 1990 - 1992
Lawrence Bean CPA 1984 - 1990
Juice Services, Inc. 1979 - 1984
Piccerelli, Gilstein & Company, LLP 1975 - 1979
Deloitte, Haskins & Sells 1974 - 1975
Taylor & Company, CPA's 1970 - 1974
Skills
Financial Accounting, Business Analysis, Budget Forecasts, Accounting Applications, Financial Policies &..., Cash Flow Forecasting, Analysis, Budgets, Finance, Variance Analysis, Cash Flow, Entrepreneurship, Accounting, Internal Controls, P&L, Management, Sales, Team Building, Business Strategy, Business Planning, Leadership, Operations Management, Strategic Planning, Business Development
Education
Bryant University 1965 — 1970
Bachelor's degree, Accounting
Cranston High School East 1962 — 1965
Lori Ringo Lori Ringo's Deloitte Haskins & Sells Experience July 1981 - October 1985
Job Tradeshow Coordinator at Granbury Solutions
Industry Nonprofit Organization Management
Experience
National Association of Catastrophe Adjusters, Inc. June 1994 - April 2014
Deloitte Haskins & Sells July 1981 - October 1985
Ceramic Cooling Tower August 1980 - July 1981
Lubrication Engineers, Inc. August 1978 - August 1980
Skills
Customer Service, Time Management, Learning Quickly, Organizational..., Administrative..., Filing, Outlook, Office Management, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Microsoft Access, Adobe Acrobat, Constant Contact, QuickBooks, Microsoft PowerPoint, Shorthand, Contract Management
Education
Tarrant County College 1979 — 1982
Administrative
Richland High School 1975 — 1978
Graduate, Diploma
National Association of Catastrophe Adjusters, Inc. June 1994 - April 2014
Deloitte Haskins & Sells July 1981 - October 1985
Ceramic Cooling Tower August 1980 - July 1981
Lubrication Engineers, Inc. August 1978 - August 1980
Skills
Customer Service, Time Management, Learning Quickly, Organizational..., Administrative..., Filing, Outlook, Office Management, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Microsoft Access, Adobe Acrobat, Constant Contact, QuickBooks, Microsoft PowerPoint, Shorthand, Contract Management
Education
Tarrant County College 1979 — 1982
Administrative
Richland High School 1975 — 1978
Graduate, Diploma
Tim Wadsworth Tim Wadsworth's Deloitte Haskins & Sells Experience 1979 - 1981
Job Attorney at Tim R Wadsworth Law Office, PC
Industry Law Practice
Experience
Tim R Wadsworth Law Office, PC 1985 - Present
Southern Natural Gas 1982 - 1984
Deloitte Haskins & Sells 1979 - 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Samford University, Cumberland School of Law 1982 — 1985
Doctor of Law (J.D.), Law
University of Alabama Masters in Tax Program 1978 — 1979
Masters in Tax Accounting, Tax Law/Taxation
Tim R Wadsworth Law Office, PC 1985 - Present
Southern Natural Gas 1982 - 1984
Deloitte Haskins & Sells 1979 - 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Samford University, Cumberland School of Law 1982 — 1985
Doctor of Law (J.D.), Law
University of Alabama Masters in Tax Program 1978 — 1979
Masters in Tax Accounting, Tax Law/Taxation
Rose Eckermann, CPA Rose Eckermann, CPA's Deloitte Haskins & Sells Experience January 1986 - January 1988
Job Tax Expert Advisor at Intuit
Industry Accounting
Experience
Intuit November 2011 - Present
Rosemarie Eckermann, CPA October 1999 - Present
RGE Tax & Bookkeeping Services 1999 - Present
Blitz, Lee & Company January 2010 - April 2010
Proko Uribe Maynard CPAs January 2009 - April 2009
Dyer Beech October 2007 - April 2008
Clipper Oil January 1994 - January 2003
NEC, Bunge Foods, R&B Enterprises January 1988 - January 1994
Deloitte Haskins & Sells January 1986 - January 1988
Barnes & Warriner CPAs January 1982 - January 1988
Skills
Income Tax, Tax Returns, Tax Research, Individual Tax, Corporate Tax, S Corporations, Partnership Tax, Tax Accounting, IRS, Payroll Taxes, Sales Tax, Turbo Tax, Lacerte, ATX, QuickBooks, Financial Statements, General Ledger, Journal Entries, Bookkeeping
Education
University of Southern California 1984 — 1986
BS, Accounting/Taxation
Pasadena City College 1980 — 1983
A.A. Associate of Arts, Business Administration
Intuit November 2011 - Present
Rosemarie Eckermann, CPA October 1999 - Present
RGE Tax & Bookkeeping Services 1999 - Present
Blitz, Lee & Company January 2010 - April 2010
Proko Uribe Maynard CPAs January 2009 - April 2009
Dyer Beech October 2007 - April 2008
Clipper Oil January 1994 - January 2003
NEC, Bunge Foods, R&B Enterprises January 1988 - January 1994
Deloitte Haskins & Sells January 1986 - January 1988
Barnes & Warriner CPAs January 1982 - January 1988
Skills
Income Tax, Tax Returns, Tax Research, Individual Tax, Corporate Tax, S Corporations, Partnership Tax, Tax Accounting, IRS, Payroll Taxes, Sales Tax, Turbo Tax, Lacerte, ATX, QuickBooks, Financial Statements, General Ledger, Journal Entries, Bookkeeping
Education
University of Southern California 1984 — 1986
BS, Accounting/Taxation
Pasadena City College 1980 — 1983
A.A. Associate of Arts, Business Administration
Sourabh Nolkha Sourabh Nolkha's Deloitte Haskins & Sells Experience September 2005 - September 2008
Job Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte June 2014 - Present
Infosys April 2013 - Present
Infosys June 2011 - March 2013
Niwant Andh Mukta Vikasalaya November 2010 - May 2011
Infosys Technologies Ltd January 2009 - November 2010
Deloitte Haskins & Sells September 2005 - September 2008
Skills
Auditing, Financial Accounting, IFRS, Internal Controls, Internal Audit, Financial Analysis, Management Consulting, Business Analysis, Tax, Financial Reporting, Accounting, Enterprise Risk..., Financial Modeling, SAP, Corporate Finance, ERP, MIS, Due Diligence, Valuation, Management
Education
CFA Institute 2012 — 2015
Chartered Financial Analyst (CFA), Finance and Financial Management Services
The Institute of Chartered Accountants of India 2005 — 2008
Chartered Accountant, Auditing, CA Inter & Final in First Attempt
Maharshi Dayanand Saraswati University 2001 — 2004
Bachelor of Commerce (BCom), Accounting and Finance, 71.44%
Emmanuel Mission School, Pali-Marwar 1991 — 1999
Deloitte June 2014 - Present
Infosys April 2013 - Present
Infosys June 2011 - March 2013
Niwant Andh Mukta Vikasalaya November 2010 - May 2011
Infosys Technologies Ltd January 2009 - November 2010
Deloitte Haskins & Sells September 2005 - September 2008
Skills
Auditing, Financial Accounting, IFRS, Internal Controls, Internal Audit, Financial Analysis, Management Consulting, Business Analysis, Tax, Financial Reporting, Accounting, Enterprise Risk..., Financial Modeling, SAP, Corporate Finance, ERP, MIS, Due Diligence, Valuation, Management
Education
CFA Institute 2012 — 2015
Chartered Financial Analyst (CFA), Finance and Financial Management Services
The Institute of Chartered Accountants of India 2005 — 2008
Chartered Accountant, Auditing, CA Inter & Final in First Attempt
Maharshi Dayanand Saraswati University 2001 — 2004
Bachelor of Commerce (BCom), Accounting and Finance, 71.44%
Emmanuel Mission School, Pali-Marwar 1991 — 1999
JC Moore JC Moore's Deloitte Haskins & Sells Experience January 1978 - December 1980
Job Moore Exclusive Realty Designated Broker
Industry Real Estate
Experience
Moore Exclusive Realty October 2010 - Present
RE/MAX of Spokane September 1999 - September 2010
Prudential Crane Real Estate August 1994 - August 1999
J.C. Moore Accountancy Corporation January 1981 - December 1993
Deloitte Haskins & Sells January 1978 - December 1980
Skills
Investment Properties, Real Estate, Selling, Commercial Real Estate, Investments, Negotiation, Relocation, Real Estate Development, Condos, Contract Negotiation, Customer Service, First Time Home Buyers, Foreclosures, Real Estate Transactions, Short Sales, Residential Homes, Sales
Education
California State University, Long Beach 1976 — 1978
Bachelor of Science in Business Administration with an Option in Accounting, Business, Finance, Marketing, and Accounting, 3.2
Orange Coast College 1973 — 1975
Associate's degree and Certificate in Accounting, General and Accounting, 3.8
Moore Exclusive Realty October 2010 - Present
RE/MAX of Spokane September 1999 - September 2010
Prudential Crane Real Estate August 1994 - August 1999
J.C. Moore Accountancy Corporation January 1981 - December 1993
Deloitte Haskins & Sells January 1978 - December 1980
Skills
Investment Properties, Real Estate, Selling, Commercial Real Estate, Investments, Negotiation, Relocation, Real Estate Development, Condos, Contract Negotiation, Customer Service, First Time Home Buyers, Foreclosures, Real Estate Transactions, Short Sales, Residential Homes, Sales
Education
California State University, Long Beach 1976 — 1978
Bachelor of Science in Business Administration with an Option in Accounting, Business, Finance, Marketing, and Accounting, 3.2
Orange Coast College 1973 — 1975
Associate's degree and Certificate in Accounting, General and Accounting, 3.8
Philip Varghese, CA, CPA, CGFO Philip Varghese, CA, CPA, CGFO's Deloitte Haskins & Sells Experience 1979 - 1982
Job Compliance Auditor at Dallas County
Industry Government Administration
Experience
Dallas County October 2014 - Present
Dallas County September 2007 - October 2014
City of Duncanville October 1996 - December 2006
City of Big Spring June 1993 - September 1996
City of Lubbock October 1990 - May 1993
Michael Hepburn and Company, Public Accounting firm April 1985 - December 1989
Deloitte Haskins & Sells 1979 - 1982
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Internal Audit, Internal Controls, Financial Statements, GAAP, Analysis, Finance, Accounts Receivable, Financial Analysis, Budgets, Payroll, Cash Flow, Account Reconciliation, Accounts Payable, General Ledger, Financial Audits, Government Accounting, External Audit, Variance Analysis, Fixed Assets, Public Sector Financial..., Government, Management Professional, compliance auditor
Education
Government Finance Officers Association of Texas (GFOAT)
Certified Government Finance Officer (CGFO), Governmental Accounting, Auditing and Budgeting
American Institute of Certified Public Accountants
Certified Public Accountant (CPA), Accounting and Auditing.
Institute of Chartered Accountants of India 1979 — 1984
C.A., Accounting, Auditing, Taxation
University of Mumbai 1975 — 1979
B. S.
Our Lady of Perpetual Succour High School 1964 — 1975
High School
Dallas County October 2014 - Present
Dallas County September 2007 - October 2014
City of Duncanville October 1996 - December 2006
City of Big Spring June 1993 - September 1996
City of Lubbock October 1990 - May 1993
Michael Hepburn and Company, Public Accounting firm April 1985 - December 1989
Deloitte Haskins & Sells 1979 - 1982
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Internal Audit, Internal Controls, Financial Statements, GAAP, Analysis, Finance, Accounts Receivable, Financial Analysis, Budgets, Payroll, Cash Flow, Account Reconciliation, Accounts Payable, General Ledger, Financial Audits, Government Accounting, External Audit, Variance Analysis, Fixed Assets, Public Sector Financial..., Government, Management Professional, compliance auditor
Education
Government Finance Officers Association of Texas (GFOAT)
Certified Government Finance Officer (CGFO), Governmental Accounting, Auditing and Budgeting
American Institute of Certified Public Accountants
Certified Public Accountant (CPA), Accounting and Auditing.
Institute of Chartered Accountants of India 1979 — 1984
C.A., Accounting, Auditing, Taxation
University of Mumbai 1975 — 1979
B. S.
Our Lady of Perpetual Succour High School 1964 — 1975
High School
Janet S. Elinoff Janet S. Elinoff's Deloitte Haskins & Sells Experience 1980 - 1982
Job Vice President / Senior Trust Product Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2012 - Present
Comerica Bank October 1984 - June 2012
Laventhol & Horwath 1982 - 1984
Deloitte Haskins & Sells 1980 - 1982
Skills
Estate Planning, Finance, Wealth Management..., Relationship Management, Financial Advisory, Loans, Investment Management, Insurance, Tax, Retirement Planning, Private Banking, Wealth Management, Trusts, High Net Worth..., Investment Advisory, Public Speaking
Education
University at Albany, SUNY 1976 — 1980
BS, Accounting and English
PNC Wealth Management June 2012 - Present
Comerica Bank October 1984 - June 2012
Laventhol & Horwath 1982 - 1984
Deloitte Haskins & Sells 1980 - 1982
Skills
Estate Planning, Finance, Wealth Management..., Relationship Management, Financial Advisory, Loans, Investment Management, Insurance, Tax, Retirement Planning, Private Banking, Wealth Management, Trusts, High Net Worth..., Investment Advisory, Public Speaking
Education
University at Albany, SUNY 1976 — 1980
BS, Accounting and English
Kevin Freese Kevin Freese's Deloitte Haskins & Sells Experience 1980 - 1983
Job Branch CFO Itasca, Wisconsin, Davenport at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. November 2011 - Present
Trissel Graham & Toole November 1992 - November 2011
Heartland Holdings, Inc. January 1985 - November 1992
Peat Marwick Mitchell 1983 - 1985
Deloitte Haskins & Sells 1980 - 1983
Skills
Workers Compensation, Commercial Insurance, Risk Management, Property & Casualty..., Financial Analysis, Insurance, Underwriting, Financial Accounting, General Insurance, Retirement Planning, Negotiation, Employee Benefits, Forecasting, Casualty, Strategic Financial..., Liability
Education
University of Northern Iowa 1976 — 1980
BA, Accounting
University of Northern Iowa 1976 — 1980
BA, Mathematics
Arthur J. Gallagher & Co. November 2011 - Present
Trissel Graham & Toole November 1992 - November 2011
Heartland Holdings, Inc. January 1985 - November 1992
Peat Marwick Mitchell 1983 - 1985
Deloitte Haskins & Sells 1980 - 1983
Skills
Workers Compensation, Commercial Insurance, Risk Management, Property & Casualty..., Financial Analysis, Insurance, Underwriting, Financial Accounting, General Insurance, Retirement Planning, Negotiation, Employee Benefits, Forecasting, Casualty, Strategic Financial..., Liability
Education
University of Northern Iowa 1976 — 1980
BA, Accounting
University of Northern Iowa 1976 — 1980
BA, Mathematics
Dawn Cassulo's Deloitte Haskins & Sells Experience July 1985 - July 1988
Job Accountant
Industry Accounting
Experience
Caterpillar Inc. through CliftonLarsonAllen February 2012 - Present
Marquette Group November 2006 - February 2012
TradePortal.com Inc. June 2000 - December 2001
Cruttenden Roth/Roth Capital Partners April 1995 - May 2000
US Central Securities February 1993 - September 1994
BHP Petroleum 1989 - 1993
Aloha Pacific Cruies August 1988 - February 1989
Deloitte Haskins & Sells July 1985 - July 1988
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Strategic Planning, Financial Accounting, Excel
Education
University of Southern California 1981 — 1985
BS, Accounting/Business Admin
University of Southern California - Marshall School of Business 1981 — 1985
Bachelor of Science (B.S.), Accounting
Kalaheo High School 1979 — 1981
Covina High School 1977 — 1979
None
Caterpillar Inc. through CliftonLarsonAllen February 2012 - Present
Marquette Group November 2006 - February 2012
TradePortal.com Inc. June 2000 - December 2001
Cruttenden Roth/Roth Capital Partners April 1995 - May 2000
US Central Securities February 1993 - September 1994
BHP Petroleum 1989 - 1993
Aloha Pacific Cruies August 1988 - February 1989
Deloitte Haskins & Sells July 1985 - July 1988
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Strategic Planning, Financial Accounting, Excel
Education
University of Southern California 1981 — 1985
BS, Accounting/Business Admin
University of Southern California - Marshall School of Business 1981 — 1985
Bachelor of Science (B.S.), Accounting
Kalaheo High School 1979 — 1981
Covina High School 1977 — 1979
None
Sakshi Bhutani's Deloitte Haskins & Sells Experience April 2012 - November 2013
Job Senior at Ernst & Young
Industry Financial Services
Experience
Ernst & Young U.S LLP October 2014 - Present
EY December 2013 - September 2014
Deloitte Haskins & Sells April 2012 - November 2013
Skills
Financial Analysis, IFRS, Internal Audit, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Risk, External Audit
Education
The Institute of Chartered Accountants of India 2008 — 2011
Panjab University 2007 — 2010
Bachelor of Commerce (B.Com.), commerce, Ist division
Ernst & Young U.S LLP October 2014 - Present
EY December 2013 - September 2014
Deloitte Haskins & Sells April 2012 - November 2013
Skills
Financial Analysis, IFRS, Internal Audit, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Risk, External Audit
Education
The Institute of Chartered Accountants of India 2008 — 2011
Panjab University 2007 — 2010
Bachelor of Commerce (B.Com.), commerce, Ist division
Andy Hopping Andy Hopping's Deloitte Haskins & Sells Experience 1982 - 1986
Job Financial Executive
Industry Financial Services
Experience
Jackson National Life 1994 - 2011
Countrywide Credit 1992 - 1994
KB Home 1986 - 1992
Deloitte Haskins & Sells 1982 - 1986
Skills
Series 63, Retirement Planning, Finance, Series 7, Strategic Financial..., Business Development, Auditing, Financial Analysis, Financial Services, Management, Mergers, Mergers & Acquisitions, Risk Management, SEC filings
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Michigan State University- The Eli Broad Graduate School of Management 1978 — 1981
BA, Accounting
Jackson National Life 1994 - 2011
Countrywide Credit 1992 - 1994
KB Home 1986 - 1992
Deloitte Haskins & Sells 1982 - 1986
Skills
Series 63, Retirement Planning, Finance, Series 7, Strategic Financial..., Business Development, Auditing, Financial Analysis, Financial Services, Management, Mergers, Mergers & Acquisitions, Risk Management, SEC filings
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Michigan State University- The Eli Broad Graduate School of Management 1978 — 1981
BA, Accounting
Catherine S. Kennedy Catherine S. Kennedy's Deloitte Haskins & Sells Experience 1984 - 1986
Job Attorney at Law, CPA, CFA
Industry Financial Services
Experience
Catherine S Kennedy, JD, CPA 1981 - Present
Deloitte Haskins & Sells 1984 - 1986
Touche Ross 1979 - 1981
Skills
Attorney at Law (Texas..., Certified Public..., Certified Financial..., Series 7 and Series 63..., LAH&HMO Insurance...
Education
University of Houston Law Center 1973 — 1979
The University of Texas at Austin 1970 — 1973
Catherine S Kennedy, JD, CPA 1981 - Present
Deloitte Haskins & Sells 1984 - 1986
Touche Ross 1979 - 1981
Skills
Attorney at Law (Texas..., Certified Public..., Certified Financial..., Series 7 and Series 63..., LAH&HMO Insurance...
Education
University of Houston Law Center 1973 — 1979
The University of Texas at Austin 1970 — 1973
Loren Thacker Loren Thacker's Deloitte Haskins & Sells Experience 1985 - 1987
Job Associate General Counsel, Commercial at Ecolab
Industry Chemicals
Experience
Ecolab October 2014 - Present
Face to Face November 2013 - Present
Ecolab Inc. April 1998 - Present
Lindquist & Vennum October 1994 - April 1998
Guy Gannett Publishing 1987 - 1991
Deloitte Haskins + Sells 1985 - 1987
Skills
Contract Negotiation, Cross-functional Team..., Negotiation, Process Improvement, Leadership, Business Strategy, Strategy, Corporate Law, Strategic Planning, Business Planning, Team Building, Management, Contract Management, Executive Management, Risk Management, Start-ups, Sales Management, Licensing, Commercial Litigation
Education
University of Minnesota Law School 1991 — 1994
J.D. (magna cum laude)
University of Minnesota - Carlson School of Management 1980 — 1985
B.S.B., Accounting
Roseau High School 1976 — 1980
Ecolab October 2014 - Present
Face to Face November 2013 - Present
Ecolab Inc. April 1998 - Present
Lindquist & Vennum October 1994 - April 1998
Guy Gannett Publishing 1987 - 1991
Deloitte Haskins + Sells 1985 - 1987
Skills
Contract Negotiation, Cross-functional Team..., Negotiation, Process Improvement, Leadership, Business Strategy, Strategy, Corporate Law, Strategic Planning, Business Planning, Team Building, Management, Contract Management, Executive Management, Risk Management, Start-ups, Sales Management, Licensing, Commercial Litigation
Education
University of Minnesota Law School 1991 — 1994
J.D. (magna cum laude)
University of Minnesota - Carlson School of Management 1980 — 1985
B.S.B., Accounting
Roseau High School 1976 — 1980
Stanley Zawrotny Stanley Zawrotny's Deloitte Haskins & Sells Experience 1987 - 1989
Job Retired
Industry Management Consulting
Experience
Retired August 2002 - Present
Integrated Management Services Group Inc 1991 - 2003
Coca-Cola Enterprises 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
GE Information Services 1979 - 1986
National Security Agency 1965 - 1979
Skills
Strategic Planning, Management Consulting, Project Management, Business Strategy, Training, Technical Writing, Program Management, Process Improvement, Government, Team Building, Change Management, Organizational..., Leadership, Management, Business Process..., Business Analysis, Project Planning
Education
University of Maryland University College 1987 — 1990
MGA, Information Systems
Retired August 2002 - Present
Integrated Management Services Group Inc 1991 - 2003
Coca-Cola Enterprises 1989 - 1991
Deloitte Haskins & Sells 1987 - 1989
GE Information Services 1979 - 1986
National Security Agency 1965 - 1979
Skills
Strategic Planning, Management Consulting, Project Management, Business Strategy, Training, Technical Writing, Program Management, Process Improvement, Government, Team Building, Change Management, Organizational..., Leadership, Management, Business Process..., Business Analysis, Project Planning
Education
University of Maryland University College 1987 — 1990
MGA, Information Systems
Jane Moody Jane Moody's Deloitte Haskins & Sells Experience July 1981 - July 1983
Job Certified Public Accountant at Smith Miller & Buff, CPA, PA
Industry Accounting
Experience
Smith Miller & Buff, CPA, PA January 1999 - Present
Fuller Frost & Associates 1988 - 1989
Deloitte Haskins & Sells July 1981 - July 1983
Skills
Income Tax, Internal Controls, Accounting, Partnership Taxation, S Corporations, Tax Research, CPA, Tax Preparation, Corporate Tax, GAAP, Compilation, Tax Returns, Tax Accounting, ProSystem fx Tax, Tax, IRS, US Tax
Education
University of Georgia - Terry College of Business 1977 — 1981
BBA, Accounting
Smith Miller & Buff, CPA, PA January 1999 - Present
Fuller Frost & Associates 1988 - 1989
Deloitte Haskins & Sells July 1981 - July 1983
Skills
Income Tax, Internal Controls, Accounting, Partnership Taxation, S Corporations, Tax Research, CPA, Tax Preparation, Corporate Tax, GAAP, Compilation, Tax Returns, Tax Accounting, ProSystem fx Tax, Tax, IRS, US Tax
Education
University of Georgia - Terry College of Business 1977 — 1981
BBA, Accounting
Carol DiRaimo Carol DiRaimo's Deloitte Haskins & Sells Experience 1983 - 1989
Job VP, Investor Relations & Corp Comm at Jack in the Box
Industry Restaurants
Experience
Rockhurst University 2010 - Present
Jack in the Box July 2008 - Present
Applebee's International, Inc. 1993 - 2007
Gilbert/Robinson (Houlihan's) 1989 - 1993
Deloitte Haskins & Sells 1983 - 1989
Skills
Investor Relations, Financial Reporting, Financial Analysis, Strategic Planning, Budgets, Mergers, Forecasting, Accounting, Corporate Communications, Team Building, Competitive Analysis, Public Speaking, Strategic Communications, Leadership, Internal Communications, Business Planning, Management, Mergers & Acquisitions, Analysis, Income Statement, Project Planning, P&L Management, Operations Management, Franchising, Sales, Inventory Management, Training
Education
Rockhurst University 2002 — 2004
Executive MBA
University of Missouri-Columbia 1979 — 1983
BS, Accounting
Rockhurst University 2010 - Present
Jack in the Box July 2008 - Present
Applebee's International, Inc. 1993 - 2007
Gilbert/Robinson (Houlihan's) 1989 - 1993
Deloitte Haskins & Sells 1983 - 1989
Skills
Investor Relations, Financial Reporting, Financial Analysis, Strategic Planning, Budgets, Mergers, Forecasting, Accounting, Corporate Communications, Team Building, Competitive Analysis, Public Speaking, Strategic Communications, Leadership, Internal Communications, Business Planning, Management, Mergers & Acquisitions, Analysis, Income Statement, Project Planning, P&L Management, Operations Management, Franchising, Sales, Inventory Management, Training
Education
Rockhurst University 2002 — 2004
Executive MBA
University of Missouri-Columbia 1979 — 1983
BS, Accounting
Karen Rogers Sim, CGA, EA Karen Rogers Sim, CGA, EA's Deloitte Haskins & Sells Experience September 1984 - July 1987
Job Comptroller & Social Media, Solar Pool Technologies Inc.
Industry Consumer Electronics
Experience
Solar Pool Technologies Inc. January 2009 - Present
Gap View Business Advisors January 2007 - Present
AWM Taxes Etc. 2003 - Present
IBPA 2003 - 2011
Karen Rogers Sim CGA July 1987 - December 2000
Deloitte Haskins & Sells September 1984 - July 1987
Skills
Accounting, Tax, Income Tax, QuickBooks, Small Business, Budget, Customer Service, Business Planning, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Payroll, Budgets, Time Management, Financial Reporting, Corporate Tax, Bookkeeping, Nonprofits, Sales Tax, Cash Flow, Accounts Receivable, CPA, Forecasting, Payroll Taxes, Tax Preparation, Accounts Payable, Account Reconciliation, Strategic Financial..., Financial Accounting, Tax Accounting, Financial Analysis, General Ledger, Financial Planners
Education
Certified General Accountants of Canada 1980 — 1987
CGA
Enrolled Agent 2007 — 2009
Enrolled Agent
CPA candidate 2002 — 2002
CPA candidate
Certified Quickbooks Online Proadvisor 2014 — 2014
added this certification 12-16-14
Certified Quickbooks ProAdvisor 2006 — 2014
2008, 2009, 2011, 2013
University of Ottawa
Solar Pool Technologies Inc. January 2009 - Present
Gap View Business Advisors January 2007 - Present
AWM Taxes Etc. 2003 - Present
IBPA 2003 - 2011
Karen Rogers Sim CGA July 1987 - December 2000
Deloitte Haskins & Sells September 1984 - July 1987
Skills
Accounting, Tax, Income Tax, QuickBooks, Small Business, Budget, Customer Service, Business Planning, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Payroll, Budgets, Time Management, Financial Reporting, Corporate Tax, Bookkeeping, Nonprofits, Sales Tax, Cash Flow, Accounts Receivable, CPA, Forecasting, Payroll Taxes, Tax Preparation, Accounts Payable, Account Reconciliation, Strategic Financial..., Financial Accounting, Tax Accounting, Financial Analysis, General Ledger, Financial Planners
Education
Certified General Accountants of Canada 1980 — 1987
CGA
Enrolled Agent 2007 — 2009
Enrolled Agent
CPA candidate 2002 — 2002
CPA candidate
Certified Quickbooks Online Proadvisor 2014 — 2014
added this certification 12-16-14
Certified Quickbooks ProAdvisor 2006 — 2014
2008, 2009, 2011, 2013
University of Ottawa
Laura Queen Laura Queen's Deloitte Haskins & Sells Experience August 1984 - February 1985
Job Office Manager at Carter Mannix & Company
Industry Accounting
Experience
Carter & Company (f/k/a Carter Mannix & Company) February 1985 - Present
Deloitte Haskins & Sells August 1984 - February 1985
Skills
Tax Preparation, QuickBooks, Accounting, Income Tax, Sales Tax, Account Reconciliation, General Ledger, Auditing, Corporate Tax, Tax, Financial Analysis, Financial Reporting, Tax Returns
Education
University of North Texas 1985 — 1995
Accounting
Stephen F. Austin State University 1980 — 1984
Accounting
Carter & Company (f/k/a Carter Mannix & Company) February 1985 - Present
Deloitte Haskins & Sells August 1984 - February 1985
Skills
Tax Preparation, QuickBooks, Accounting, Income Tax, Sales Tax, Account Reconciliation, General Ledger, Auditing, Corporate Tax, Tax, Financial Analysis, Financial Reporting, Tax Returns
Education
University of North Texas 1985 — 1995
Accounting
Stephen F. Austin State University 1980 — 1984
Accounting
Tracy Zaweski Tracy Zaweski's Deloitte Haskins & Sells Experience October 1984 - November 1987
Job Franchise Owner at Home Instead Senior Care
Industry Individual & Family Services
Experience
Home Instead Senior Care August 2009 - Present
Smiths Medical January 2006 - March 2009
BIOTRONIK CORPORATION October 2004 - January 2006
GUIDANT CORP. Cardiac Rhythm Management Division May 2000 - August 2004
ZOLL Medical Corporation January 1993 - May 2000
CAREMARK, INC., Affiliate Baxter Healthcare Corporation July 1990 - January 1993
ALCON SURGICAL (CooperVision Cilco) November 1987 - July 1990
Deloitte Haskins & Sells October 1984 - November 1987
Skills
Hospitals, Healthcare, Diabetes, Medical Devices, Sales Process
Education
University at Albany, SUNY 1980 — 1984
BS Degree, Accounting
Garden City High School
Home Instead Senior Care August 2009 - Present
Smiths Medical January 2006 - March 2009
BIOTRONIK CORPORATION October 2004 - January 2006
GUIDANT CORP. Cardiac Rhythm Management Division May 2000 - August 2004
ZOLL Medical Corporation January 1993 - May 2000
CAREMARK, INC., Affiliate Baxter Healthcare Corporation July 1990 - January 1993
ALCON SURGICAL (CooperVision Cilco) November 1987 - July 1990
Deloitte Haskins & Sells October 1984 - November 1987
Skills
Hospitals, Healthcare, Diabetes, Medical Devices, Sales Process
Education
University at Albany, SUNY 1980 — 1984
BS Degree, Accounting
Garden City High School
Gayle Metcalf-Stephenson Gayle Metcalf-Stephenson's Deloitte Haskins & Sells Experience 1979 - 1984
Job Program Management Information Technology
Industry Information Technology and Services
Experience
Howard and Carroll County Officials Association February 2010 - Present
CyberCore Technologies January 2009 - Present
PeopleSoft April 2002 - September 2003
Computer Sciences Corporation 1996 - 2001
Dun & Bradstreet Software 1984 - 1996
McCormack & Dodge 1984 - 1996
Deloitte Haskins & Sells 1979 - 1984
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
Howard and Carroll County Officials Association February 2010 - Present
CyberCore Technologies January 2009 - Present
PeopleSoft April 2002 - September 2003
Computer Sciences Corporation 1996 - 2001
Dun & Bradstreet Software 1984 - 1996
McCormack & Dodge 1984 - 1996
Deloitte Haskins & Sells 1979 - 1984
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
Kathryn Kate Sterner Kathryn Kate Sterner's Deloitte Haskins & Sells Experience 1985 - 1987
Job Partner, Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2014 - Present
Sterner LLC January 2013 - April 2014
Korn/Ferry Leadership and Talent Consulting January 2009 - December 2012
Lominger International, a Korn/Ferry Company August 2006 - December 2012
Lominger Limited, Inc. January 2002 - August 2006
Sirius Financial and Sirius Capital 1998 - 2002
Gelco Information Network 1995 - 1998
Korn Ferry International 1994 - 1995
US Bank 1988 - 1994
Deloitte Haskins & Sells 1985 - 1987
Skills
Finance, Process Improvement, Change Management, Strategic Planning, Business Planning, Due Diligence, Acquisition Integration, Competitive Analysis, Forecasting, Financial Modeling, Project Management, Banking, Business Process..., Restructuring, Management, Leadership, Analysis, Budgets, Business Analysis, Management Consulting, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Business Development, Business Strategy, Consulting, Data Analysis, Strategy, Start-ups, Negotiation, SAP, Agent for Change, P&L Management, Business Case Modelling, Business Transformation, Competitive Intelligence, Networking, Executive Coaching, Product Marketing, Project Planning, Coaching, Enterprise Software, Account Management, Performance Management, Organizational..., Executive Management, Organizational Design, Leadership Development, Talent Management, Organizational...
Education
University of Saint Thomas 1977 — 1980
MBA, Finance & Marketing
St. Cloud State University
BS, Accounting
B2B CFO® April 2014 - Present
Sterner LLC January 2013 - April 2014
Korn/Ferry Leadership and Talent Consulting January 2009 - December 2012
Lominger International, a Korn/Ferry Company August 2006 - December 2012
Lominger Limited, Inc. January 2002 - August 2006
Sirius Financial and Sirius Capital 1998 - 2002
Gelco Information Network 1995 - 1998
Korn Ferry International 1994 - 1995
US Bank 1988 - 1994
Deloitte Haskins & Sells 1985 - 1987
Skills
Finance, Process Improvement, Change Management, Strategic Planning, Business Planning, Due Diligence, Acquisition Integration, Competitive Analysis, Forecasting, Financial Modeling, Project Management, Banking, Business Process..., Restructuring, Management, Leadership, Analysis, Budgets, Business Analysis, Management Consulting, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Business Development, Business Strategy, Consulting, Data Analysis, Strategy, Start-ups, Negotiation, SAP, Agent for Change, P&L Management, Business Case Modelling, Business Transformation, Competitive Intelligence, Networking, Executive Coaching, Product Marketing, Project Planning, Coaching, Enterprise Software, Account Management, Performance Management, Organizational..., Executive Management, Organizational Design, Leadership Development, Talent Management, Organizational...
Education
University of Saint Thomas 1977 — 1980
MBA, Finance & Marketing
St. Cloud State University
BS, Accounting
Nancy Collaro Nancy Collaro's Deloitte Haskins & Sells Experience January 1982 - May 1988
Job Executive Administrative Assistant at TCS America
Industry Information Technology and Services
Experience
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
Deirdre Morrison CPA Deirdre Morrison CPA's Deloitte Haskins & Sells Experience August 1981 - August 1983
Job Accounting Professional
Industry Accounting
Experience
Deirdre C Morrison, CPA August 1985 - Present
Deloitte Haskins & Sells August 1981 - August 1983
Skills
Small Business, Accounting, Start-ups, Business Planning, Entrepreneurship, Due Diligence, Business Strategy, Biotechnology, Strategic Planning, New Business Development, Mergers, Budget, Sustainability, Business Development, Energy, Contract Negotiation, Income Statement, Managerial Finance, Venture Capital, Research
Education
Pace University 1981 — 1983
BBA, Public Accounting
Deirdre C Morrison, CPA August 1985 - Present
Deloitte Haskins & Sells August 1981 - August 1983
Skills
Small Business, Accounting, Start-ups, Business Planning, Entrepreneurship, Due Diligence, Business Strategy, Biotechnology, Strategic Planning, New Business Development, Mergers, Budget, Sustainability, Business Development, Energy, Contract Negotiation, Income Statement, Managerial Finance, Venture Capital, Research
Education
Pace University 1981 — 1983
BBA, Public Accounting
Audrey Geneve Audrey Geneve's Deloitte Haskins & Sells Experience May 1983 - August 1986
Job Centene Bridgeway Health Solutions
Industry Insurance
Experience
Centene Corporation - Bridgeway Health Solutions April 2012 - Present
Limelight Networks 2007 - 2011
Abrazo Health 2006 - 2007
AMEC Environment & Infrastructure UK Limited 2006 - 2006
Bethesda Associates 1996 - 2006
Biblica 1992 - 1994
Cibar 1986 - 1988
Deloitte Haskins & Sells May 1983 - August 1986
Skills
General Ledger, Account Reconciliation, Financial Reporting, Microsoft Excel, Financial Analysis, Finance, Great Plains Software, Health Insurance, Hyperion Enterprise, Accounting, Budgets, Analysis, Cash Flow, Oracle Applications, Sage FAS, Budget Process, GL, Month End Close, GAAP, SEC filings, PeopleSoft, Sarbanes-Oxley Act, Consolidation, Accounts Payable, Access, Essbase, Non-profits, Multiview, Visual Basic, Health Insurance..., Micro Strategy, Nonprofits, Microstrategy
Education
University of Colorado at Colorado Springs 1980 — 1983
BSBA, Accounting
Centene Corporation - Bridgeway Health Solutions April 2012 - Present
Limelight Networks 2007 - 2011
Abrazo Health 2006 - 2007
AMEC Environment & Infrastructure UK Limited 2006 - 2006
Bethesda Associates 1996 - 2006
Biblica 1992 - 1994
Cibar 1986 - 1988
Deloitte Haskins & Sells May 1983 - August 1986
Skills
General Ledger, Account Reconciliation, Financial Reporting, Microsoft Excel, Financial Analysis, Finance, Great Plains Software, Health Insurance, Hyperion Enterprise, Accounting, Budgets, Analysis, Cash Flow, Oracle Applications, Sage FAS, Budget Process, GL, Month End Close, GAAP, SEC filings, PeopleSoft, Sarbanes-Oxley Act, Consolidation, Accounts Payable, Access, Essbase, Non-profits, Multiview, Visual Basic, Health Insurance..., Micro Strategy, Nonprofits, Microstrategy
Education
University of Colorado at Colorado Springs 1980 — 1983
BSBA, Accounting
Sandy McVey Sandy McVey's Deloitte Haskins & Sells Experience September 1983 - April 1987
Job Corporate Controller at Liquid Robotics
Industry Accounting
Experience
Couchbase July 2014 - Present
Liquid Robotics February 2012 - July 2014
David Powell Financial Services March 2007 - February 2012
Bloom Energy Corporation November 2004 - February 2007
David Powell Financial Services November 1991 - November 2005
Regis McKenna, Inc. November 1989 - March 1991
Merrill Reese, Inc. April 1987 - 1989
Deloitte Haskins & Sells September 1983 - April 1987
Skills
Acccounting system..., Familiarity with..., Cost Accounting, Accounting, Finance, Financial Reporting, NetSuite, Payroll, QuickBooks, Start-ups
Education
UC Berkeley Haas School of Business 1979 — 1983
BS, Business with emphasis in Finance and Accounting
Couchbase July 2014 - Present
Liquid Robotics February 2012 - July 2014
David Powell Financial Services March 2007 - February 2012
Bloom Energy Corporation November 2004 - February 2007
David Powell Financial Services November 1991 - November 2005
Regis McKenna, Inc. November 1989 - March 1991
Merrill Reese, Inc. April 1987 - 1989
Deloitte Haskins & Sells September 1983 - April 1987
Skills
Acccounting system..., Familiarity with..., Cost Accounting, Accounting, Finance, Financial Reporting, NetSuite, Payroll, QuickBooks, Start-ups
Education
UC Berkeley Haas School of Business 1979 — 1983
BS, Business with emphasis in Finance and Accounting
Steve Wallentine Steve Wallentine's Deloitte Haskins & Sells Experience January 1981 - December 1983
Job VP Real Estate
Industry Entertainment
Experience
Starplex Cinemas February 2013 - Present
Starplex Cinemas July 2010 - February 2013
Pembroke Capital Inc December 2007 - July 2010
Lexington Realty Trust September 2005 - August 2007
ABEL Partners February 1997 - August 2005
The Vantage Companies March 1988 - February 1997
T. F. Stone Companies, Inc December 1983 - March 1988
Deloitte Haskins + Sells January 1981 - December 1983
Skills
Due Diligence, Real Estate, Commercial Real Estate, Asset Management, Leases, Accounting, Investment Properties, Disposition, Investments, Property Management, Real Estate Development, Financial Analysis, Portfolio Management, Underwriting, Real Estate Transactions, Negotiation, Contract Negotiation, Mergers & Acquisitions, Auditing, Finance, Cash Flow, Loans, Real Estate Economics, Acquisitions, Valuation, Financial Modeling
Education
Texas Tech University 1977 — 1980
BBA, Accounting
The University of Texas at Dallas
Taxation
Starplex Cinemas February 2013 - Present
Starplex Cinemas July 2010 - February 2013
Pembroke Capital Inc December 2007 - July 2010
Lexington Realty Trust September 2005 - August 2007
ABEL Partners February 1997 - August 2005
The Vantage Companies March 1988 - February 1997
T. F. Stone Companies, Inc December 1983 - March 1988
Deloitte Haskins + Sells January 1981 - December 1983
Skills
Due Diligence, Real Estate, Commercial Real Estate, Asset Management, Leases, Accounting, Investment Properties, Disposition, Investments, Property Management, Real Estate Development, Financial Analysis, Portfolio Management, Underwriting, Real Estate Transactions, Negotiation, Contract Negotiation, Mergers & Acquisitions, Auditing, Finance, Cash Flow, Loans, Real Estate Economics, Acquisitions, Valuation, Financial Modeling
Education
Texas Tech University 1977 — 1980
BBA, Accounting
The University of Texas at Dallas
Taxation
Lawre Bonekemper Lawre Bonekemper's Deloitte Haskins & Sells Experience 1983 - 1984
Job Administrator at Indian Hill Historical Society
Industry Accounting
Experience
Indian Hill Historical Society August 2015 - Present
Various 2005 - Present
Howard's Kitchen Studio November 2012 - August 2015
Information Resources, Inc 1985 - 1995
Access Corporation 1984 - 1985
Deloitte Haskins & Sells 1983 - 1984
Datatel Minicomputer Co. 1980 - 1984
Skills
Microsoft Office, QuickBooks, Sage, Quicken, Customer Service, Marketing Strategy, Management, Strategic Planning, Leadership, Sales, Marketing Research, Market Research, Strategy, Marketing, Customer Insight, FMCG, Training, Analytics
Education
Sweet Briar College 1976 — 1980
BA, Economics / Poli.Sci.
Indian Hill Historical Society August 2015 - Present
Various 2005 - Present
Howard's Kitchen Studio November 2012 - August 2015
Information Resources, Inc 1985 - 1995
Access Corporation 1984 - 1985
Deloitte Haskins & Sells 1983 - 1984
Datatel Minicomputer Co. 1980 - 1984
Skills
Microsoft Office, QuickBooks, Sage, Quicken, Customer Service, Marketing Strategy, Management, Strategic Planning, Leadership, Sales, Marketing Research, Market Research, Strategy, Marketing, Customer Insight, FMCG, Training, Analytics
Education
Sweet Briar College 1976 — 1980
BA, Economics / Poli.Sci.
William Weil, CPA William Weil, CPA's Deloitte Haskins & Sells Experience August 1981 - December 1983
Job Managing Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Stephen Yevich Stephen Yevich's Deloitte Haskins & Sells Experience July 1978 - December 1983
Job Principal at Great Bay Partners
Industry Security and Investigations
Experience
Great Bay Partners March 2014 - Present
Kastle Systems April 2013 - March 2014
Self-Employed November 2010 - April 2013
Broadview Security May 1998 - June 2010
Communication Expo November 1996 - May 1998
Michael's Stores, Inc. May 1988 - November 1996
WYLYCollection Inc. September 1987 - March 1988
Dalfort Corporation January 1985 - June 1987
Braniff Inc. January 1984 - January 1985
Deloitte Haskins & Sells July 1978 - December 1983
Skills
SEC reporting, Process Improvement, Financial Forecasting, SOX, Investor Relations, Financial Accounting, Corporate Governance, Retail, Financial Reporting, Due Diligence, Financial Modeling, P&L Management, SEC filings, Accounting, Forecasting, Sarbanes-Oxley Act, Budgets, Analysis, Sarbanes-Oxley, Financial Analysis, Risk Management, Internal Audit, Executive Management, Acquisition Integration, Management, Internal Controls, Auditing, Managerial Finance, Cost Accounting, Mergers & Acquisitions, Business Process..., Income Statement, Operations Management, Strategic Planning, Security, Leadership, Finance, Project Planning, CPA, Risk Assessment, Cash Management, GAAP, Start-ups, Business Planning, Cash Flow, Strategic Financial..., Enterprise Risk..., Hyperion Enterprise, Corporate Finance, Budget Process
Education
Northwestern University - Kellogg School of Management 1977 — 1978
M.M. (MBA)
Washington and Lee University 1973 — 1977
B.S.
St. Christopher's
Great Bay Partners March 2014 - Present
Kastle Systems April 2013 - March 2014
Self-Employed November 2010 - April 2013
Broadview Security May 1998 - June 2010
Communication Expo November 1996 - May 1998
Michael's Stores, Inc. May 1988 - November 1996
WYLYCollection Inc. September 1987 - March 1988
Dalfort Corporation January 1985 - June 1987
Braniff Inc. January 1984 - January 1985
Deloitte Haskins & Sells July 1978 - December 1983
Skills
SEC reporting, Process Improvement, Financial Forecasting, SOX, Investor Relations, Financial Accounting, Corporate Governance, Retail, Financial Reporting, Due Diligence, Financial Modeling, P&L Management, SEC filings, Accounting, Forecasting, Sarbanes-Oxley Act, Budgets, Analysis, Sarbanes-Oxley, Financial Analysis, Risk Management, Internal Audit, Executive Management, Acquisition Integration, Management, Internal Controls, Auditing, Managerial Finance, Cost Accounting, Mergers & Acquisitions, Business Process..., Income Statement, Operations Management, Strategic Planning, Security, Leadership, Finance, Project Planning, CPA, Risk Assessment, Cash Management, GAAP, Start-ups, Business Planning, Cash Flow, Strategic Financial..., Enterprise Risk..., Hyperion Enterprise, Corporate Finance, Budget Process
Education
Northwestern University - Kellogg School of Management 1977 — 1978
M.M. (MBA)
Washington and Lee University 1973 — 1977
B.S.
St. Christopher's
Paul Humes Paul Humes's Deloitte Haskins & Sells Experience August 1978 - September 1980
Job Chief Financial Officer at National Ground Water Association
Industry Nonprofit Organization Management
Experience
National Ground Water Association September 1995 - Present
AAA Texas December 1994 - September 1995
Executone Information Systems December 1992 - December 1994
Executone September 1985 - December 1992
Data General January 1981 - December 1986
Deloitte Haskins & Sells August 1978 - September 1980
Skills
Managerial Finance, Internal Controls, Public Speaking, Accounting, Nonprofits, Marketing, Strategic Planning, Financial Analysis, Budgets, Management, Strategy, CPA, Contract Negotiation, Financial Reporting, Management Consulting
Education
The Ohio State University 1971 — 1977
BSBA, Accounting
National Ground Water Association September 1995 - Present
AAA Texas December 1994 - September 1995
Executone Information Systems December 1992 - December 1994
Executone September 1985 - December 1992
Data General January 1981 - December 1986
Deloitte Haskins & Sells August 1978 - September 1980
Skills
Managerial Finance, Internal Controls, Public Speaking, Accounting, Nonprofits, Marketing, Strategic Planning, Financial Analysis, Budgets, Management, Strategy, CPA, Contract Negotiation, Financial Reporting, Management Consulting
Education
The Ohio State University 1971 — 1977
BSBA, Accounting
Cheri Grubbs Cheri Grubbs's Deloitte Haskins & Sells Experience 1984 - 1985
Job CoOwner, VP at Your Connection Resource Inc.
Industry Hospitality
Experience
Your Connection Resurce, Inc. November 2010 - Present
The Towne of Seahaven April 2010 - November 2010
Boardwalk Beach Resort a Royal American Property November 2006 - June 2010
Hilton, Inc. 2003 - 2006
City of Tarrant 1998 - 2003
Thrifty Nickel 1994 - 1996
The birmingham News 1986 - 1994
Deloitte Haskins & Sells 1984 - 1985
Alabama Power 1978 - 1984
Education
University of Alabama at Birmingham
Your Connection Resurce, Inc. November 2010 - Present
The Towne of Seahaven April 2010 - November 2010
Boardwalk Beach Resort a Royal American Property November 2006 - June 2010
Hilton, Inc. 2003 - 2006
City of Tarrant 1998 - 2003
Thrifty Nickel 1994 - 1996
The birmingham News 1986 - 1994
Deloitte Haskins & Sells 1984 - 1985
Alabama Power 1978 - 1984
Education
University of Alabama at Birmingham
Darrel Schmucker Darrel Schmucker's Deloitte Haskins & Sells Experience August 1982 - May 1986
Job IS Director Ambulatory Services at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health Sacramento-Sierra Region April 1999 - Present
CHW Medical Foundation March 1993 - March 1999
Christie Clinic June 1986 - March 1993
Deloitte, Haskins & Sells August 1982 - May 1986
Skills
Healthcare Information..., Healthcare, Ambulatory, Process Improvement, Epic Systems, EHR, EMR, Health Information..., Ambulatory Care, HIPAA, Revenue Cycle, Informatics, Managed Care, Performance Improvement, HL7, Healthcare Consulting, Healthcare Management, CPOE, Hospitals, Program Management
Education
Bowling Green State University 1980 — 1982
B.S., Business Administration - Accounting and MIS
Hesston College 1978 — 1980
A.A., Liberal Arts
Sutter Health Sacramento-Sierra Region April 1999 - Present
CHW Medical Foundation March 1993 - March 1999
Christie Clinic June 1986 - March 1993
Deloitte, Haskins & Sells August 1982 - May 1986
Skills
Healthcare Information..., Healthcare, Ambulatory, Process Improvement, Epic Systems, EHR, EMR, Health Information..., Ambulatory Care, HIPAA, Revenue Cycle, Informatics, Managed Care, Performance Improvement, HL7, Healthcare Consulting, Healthcare Management, CPOE, Hospitals, Program Management
Education
Bowling Green State University 1980 — 1982
B.S., Business Administration - Accounting and MIS
Hesston College 1978 — 1980
A.A., Liberal Arts
Colleen Corbin Colleen Corbin's Deloitte Haskins & Sells Experience 1985 - 1987
Job Manager U.S. Income Tax Compliance at Canadian National Railway
Industry Accounting
Experience
Canadian National Railway June 2003 - Present
Information Resources, Inc. June 1992 - June 2002
Duchossois Industries, Inc. 1988 - 1992
Deloitte Haskins & Sells 1985 - 1987
ACLI International June 1979 - August 1979
Skills
Sarbanes-Oxley Act, US GAAP, Financial Reporting, Tax, Accounting, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Analysis, Corporate Tax, Income Tax, Tax Accounting, CPA
Education
University of Notre Dame 1984 — 1985
MBA-Tax (Accelerated Program), Tax
Saint Xavier University 1980 — 1984
BA, Accounting & Finance
Canadian National Railway June 2003 - Present
Information Resources, Inc. June 1992 - June 2002
Duchossois Industries, Inc. 1988 - 1992
Deloitte Haskins & Sells 1985 - 1987
ACLI International June 1979 - August 1979
Skills
Sarbanes-Oxley Act, US GAAP, Financial Reporting, Tax, Accounting, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Analysis, Corporate Tax, Income Tax, Tax Accounting, CPA
Education
University of Notre Dame 1984 — 1985
MBA-Tax (Accelerated Program), Tax
Saint Xavier University 1980 — 1984
BA, Accounting & Finance
Melanie Cary Melanie Cary's Deloitte Haskins & Sells Experience 1985 - 1989
Job
Industry Management Consulting
Experience
Cary'd Away January 2011 - Present
Cadec Global / Thule Investments August 2006 - November 2010
Advent Software 1994 - 2003
Dun & Bradstreet Software 1989 - 1994
Deloitte Haskins & Sells 1985 - 1989
Skills
Leadership, Product Management, Management, Investments, Sales Operations, SaaS, Enterprise Software, Cloud Computing, Strategy, Marketing, Start-ups, Product Marketing, Consulting, Salesforce.com, Competitive Analysis, Executive Coaching, Strategic Partnerships, Venture Capital
Education
University of Florida 1979 — 1985
BSBA, MBA
Cary'd Away January 2011 - Present
Cadec Global / Thule Investments August 2006 - November 2010
Advent Software 1994 - 2003
Dun & Bradstreet Software 1989 - 1994
Deloitte Haskins & Sells 1985 - 1989
Skills
Leadership, Product Management, Management, Investments, Sales Operations, SaaS, Enterprise Software, Cloud Computing, Strategy, Marketing, Start-ups, Product Marketing, Consulting, Salesforce.com, Competitive Analysis, Executive Coaching, Strategic Partnerships, Venture Capital
Education
University of Florida 1979 — 1985
BSBA, MBA
Alex Graham Alex Graham's Deloitte Haskins & Sells Experience 1984 - 1986
Job Mensura Companies
Industry Investment Banking
Experience
Mensura Capital and Mensura Securities October 2007 - Present
Graham Cerisola, Inc. January 1988 - September 2007
Coopers & Lybrand 1986 - 1989
Deloitte Haskins & Sells 1984 - 1986
Skills
Dispute Resolution, Contract Negotiation, Financial Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1982 — 1985
Masters, Industrial Management
University of Georgia - Terry College of Business 1979 — 1982
Bachelors, Finance
Mensura Capital and Mensura Securities October 2007 - Present
Graham Cerisola, Inc. January 1988 - September 2007
Coopers & Lybrand 1986 - 1989
Deloitte Haskins & Sells 1984 - 1986
Skills
Dispute Resolution, Contract Negotiation, Financial Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 1982 — 1985
Masters, Industrial Management
University of Georgia - Terry College of Business 1979 — 1982
Bachelors, Finance
Bob Ennis Bob Ennis's Deloitte Haskins & Sells Experience April 1971 - October 1978
Job Semi retired CoFounder at Ennis, Pellum & Associates, CPAs
Industry Accounting
Experience
Ennis, Pellum & Associates, CPAs October 1978 - Present
Deloitte Haskins & Sells April 1971 - October 1978
US Navy 1965 - 1968
Skills
Accounting
Education
University of Florida 1968 — 1971
BBA, Accounting
Rollins College 1961 — 1965
BA, Business
Cocoa High School
Ennis, Pellum & Associates, CPAs October 1978 - Present
Deloitte Haskins & Sells April 1971 - October 1978
US Navy 1965 - 1968
Skills
Accounting
Education
University of Florida 1968 — 1971
BBA, Accounting
Rollins College 1961 — 1965
BA, Business
Cocoa High School
Allan Lund, Esq., CPA Allan Lund, Esq., CPA's Deloitte Haskins & Sells Experience December 1974 - January 1976
Job Accounting Standards Professional
Industry Financial Services
Experience
Department of Veterans Affairs December 2008 - May 2009
Department of the Treasury February 1976 - October 2005
Deloitte Haskins & Sells December 1974 - January 1976
United States Army October 1968 - July 1971
Skills
Tax, Auditing, Accounting, Financial Analysis, Financial Reporting, Internal Controls, General Ledger, Financial Statements, Tax Preparation, GAAP, Account Reconciliation, Income Tax, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1975
MBA, Accounting
University of Pennsylvania Law School 1971 — 1974
JD, Tax Law
Tufts University 1965 — 1968
BA, Economics - Political Science
Arlington High School (Massachusetts) 1959 — 1963
Department of Veterans Affairs December 2008 - May 2009
Department of the Treasury February 1976 - October 2005
Deloitte Haskins & Sells December 1974 - January 1976
United States Army October 1968 - July 1971
Skills
Tax, Auditing, Accounting, Financial Analysis, Financial Reporting, Internal Controls, General Ledger, Financial Statements, Tax Preparation, GAAP, Account Reconciliation, Income Tax, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1975
MBA, Accounting
University of Pennsylvania Law School 1971 — 1974
JD, Tax Law
Tufts University 1965 — 1968
BA, Economics - Political Science
Arlington High School (Massachusetts) 1959 — 1963
Ray Nunez's Deloitte Haskins & Sells Experience 1983 - 1987
Job Chief Operating Officer at Apercen Partners LLC
Industry Information Technology and Services
Experience
Apercen Partners LLC August 2012 - Present
SynapSense Corporation 2010 - 2012
RCS Technology 2009 - 2010
American River Ventures 2007 - 2010
McDonough Holland & Allen PC, MHA 2005 - 2007
Hewlett-Packard, HP 2003 - 2005
Hewlett Packard Company, HP 1989 - 2003
Deloitte Haskins & Sells 1983 - 1987
Skills
Venture Capital, Corporate Finance, Start-ups, Cleantech, Enterprise Software, Debt Management, Due Diligence, Accounting, CPA, MBA Finance, Cost Accounting, Sales Operations, Budgeting, Business Strategy, Contract Negotiation, Coaching, Fundraising, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Inventory Management, Team Leadership, Strategic Planning, Team Building, Process Improvement, Professional Services, Manufacturing, Budgets, Leadership, Business Development, Mergers & Acquisitions, Risk Management, Finance, Private Equity, Entrepreneurship, Management, Internal Controls, Program Management, Analysis, Executive Management, Auditing, SaaS, US GAAP, Financial Accounting, Corporate Development, SEC filings, Revenue Recognition, Cash Flow, Acquisition Integration
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Santa Clara University 1979 — 1983
BSC, Accounting
Apercen Partners LLC August 2012 - Present
SynapSense Corporation 2010 - 2012
RCS Technology 2009 - 2010
American River Ventures 2007 - 2010
McDonough Holland & Allen PC, MHA 2005 - 2007
Hewlett-Packard, HP 2003 - 2005
Hewlett Packard Company, HP 1989 - 2003
Deloitte Haskins & Sells 1983 - 1987
Skills
Venture Capital, Corporate Finance, Start-ups, Cleantech, Enterprise Software, Debt Management, Due Diligence, Accounting, CPA, MBA Finance, Cost Accounting, Sales Operations, Budgeting, Business Strategy, Contract Negotiation, Coaching, Fundraising, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Inventory Management, Team Leadership, Strategic Planning, Team Building, Process Improvement, Professional Services, Manufacturing, Budgets, Leadership, Business Development, Mergers & Acquisitions, Risk Management, Finance, Private Equity, Entrepreneurship, Management, Internal Controls, Program Management, Analysis, Executive Management, Auditing, SaaS, US GAAP, Financial Accounting, Corporate Development, SEC filings, Revenue Recognition, Cash Flow, Acquisition Integration
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Santa Clara University 1979 — 1983
BSC, Accounting
Alan Lewis CPA/ABV/CFF/ACA(UK) Alan Lewis CPA/ABV/CFF/ACA(UK)'s Deloitte Haskins & Sells Experience September 1988 - April 1993
Job Forensic Accountant
Industry Accounting
Experience
LS Consulting, LLC February 2007 - Present
GBQ/Nesser Consulting Group, Ltd March 1996 - February 2007
PwC June 1993 - February 1996
Deloitte Haskins & Sells September 1988 - April 1993
Skills
Forensic Accounting, Fraud Investigations, Expert Witness Services, Bankruptcy, Insurance, Profit, Price, Litigation Support, Business Valuation, Expert Witness, Certified Fraud Examiner, Asset Tracing, Internal Controls, Auditing, CPA, Fraud, Litigation Management, Litigation, Due Diligence, Dispute, Pricing, Forensic Analysis, FCPA, Partnership Taxation, SEC filings
Education
The Ohio State University 1986 — 1988
MA History
Durham University 1983 — 1986
Modern History, US History
Simon Balle School, Hertford 1977 — 1983
LS Consulting, LLC February 2007 - Present
GBQ/Nesser Consulting Group, Ltd March 1996 - February 2007
PwC June 1993 - February 1996
Deloitte Haskins & Sells September 1988 - April 1993
Skills
Forensic Accounting, Fraud Investigations, Expert Witness Services, Bankruptcy, Insurance, Profit, Price, Litigation Support, Business Valuation, Expert Witness, Certified Fraud Examiner, Asset Tracing, Internal Controls, Auditing, CPA, Fraud, Litigation Management, Litigation, Due Diligence, Dispute, Pricing, Forensic Analysis, FCPA, Partnership Taxation, SEC filings
Education
The Ohio State University 1986 — 1988
MA History
Durham University 1983 — 1986
Modern History, US History
Simon Balle School, Hertford 1977 — 1983
Humphrey Siu Humphrey Siu's Deloitte Haskins & Sells Experience August 1984 - September 1987
Job Finance Manager at The Corporation of Massey Hall and Roy Thomson Hall
Industry Entertainment
Experience
The Corporation of Massey Hall and Roy Thomson Hall July 2010 - Present
WWRD Canada Inc March 2009 - July 2010
Royal Doulton Canada Limited October 1999 - March 2009
Royal Doulton Canada Limited May 1990 - October 1999
Royal Doulton Hong Kong Limited October 1987 - March 1990
Deloitte Haskins & Sells August 1984 - September 1987
Skills
Accounting, General Ledger, Credit, Microsoft Office, Banking, Profit, Financial Planning, Documentation, Policy Analysis, Payroll Processing, Budgeting, Cash Flow, Financial Reporting, Financial Accounting, Excel, Accruals, Analysis, Reconciliation, Cash Management, Financial Management, Cost Accounting, Process Improvement, Auditing, Word, Fixed Assets, Audit, Balance, Internal Controls, Account Reconciliation, Budgets, Finance, Managerial Finance, Microsoft Excel, Payroll
Education
The University of Hong Kong 1981 — 1984
B.Soc.Sc., Management Studies minor Computer
Certified Management Accountants of Ontario
CMA
st marks
The Corporation of Massey Hall and Roy Thomson Hall July 2010 - Present
WWRD Canada Inc March 2009 - July 2010
Royal Doulton Canada Limited October 1999 - March 2009
Royal Doulton Canada Limited May 1990 - October 1999
Royal Doulton Hong Kong Limited October 1987 - March 1990
Deloitte Haskins & Sells August 1984 - September 1987
Skills
Accounting, General Ledger, Credit, Microsoft Office, Banking, Profit, Financial Planning, Documentation, Policy Analysis, Payroll Processing, Budgeting, Cash Flow, Financial Reporting, Financial Accounting, Excel, Accruals, Analysis, Reconciliation, Cash Management, Financial Management, Cost Accounting, Process Improvement, Auditing, Word, Fixed Assets, Audit, Balance, Internal Controls, Account Reconciliation, Budgets, Finance, Managerial Finance, Microsoft Excel, Payroll
Education
The University of Hong Kong 1981 — 1984
B.Soc.Sc., Management Studies minor Computer
Certified Management Accountants of Ontario
CMA
st marks
Larry Minogue Larry Minogue's Deloitte Haskins & Sells Experience July 1983 - April 1987
Job Certified Financial Planner
Industry Investment Management
Experience
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
Stuart Gulland Stuart Gulland's Deloitte Haskins & Sells Experience 1984 - 1987
Job Principal, Vantage Property Investors
Industry Real Estate
Experience
Vantage Property Investors 2003 - Present
Center Trust 1995 - 2003
Deloitte & Touche LLP 1987 - 1995
Deloitte Haskins & Sells 1984 - 1987
Education
University of Cambridge 1980 — 1983
MA, Law
Vantage Property Investors 2003 - Present
Center Trust 1995 - 2003
Deloitte & Touche LLP 1987 - 1995
Deloitte Haskins & Sells 1984 - 1987
Education
University of Cambridge 1980 — 1983
MA, Law
Bob Seekely Bob Seekely's Deloitte Haskins & Sells Experience January 1982 - April 1984
Job Financial Management Outsourcing Solutions for Entrepreneurs
Industry Outsourcing/Offshoring
Experience
EPM Associates LLC March 2003 - Present
BearingPoint, Inc. July 2002 - March 2003
Arthur Andersen LLP August 1997 - June 2002
Business Systems Architects LLC April 1996 - August 1997
Weatherford March 1994 - April 1996
Libra Corporation May 1993 - March 1994
Arthur Andersen & Co November 1987 - May 1993
Rader & Company April 1984 - November 1987
Deloitte Haskins & Sells January 1982 - April 1984
Skills
Business Strategy, Business Strategy..., Activity Based..., Business Process..., Business Process..., Cash Flow Forecasting &..., CFO Outsourcing Services, Controllership..., Close-the-Books Process..., Enterprise Performance..., Executive Management..., Finance Strategy..., Finance Transformation, Financial Consolidation..., Hosted, Cloud-Computing..., Key Performance..., Performance Management, Performance Measurement, QuickBooks Certified..., QuickBooks Enterprise, Sarbanes-Oxley (SOX)..., Total Quality Management, Consolidation, Outsourcing, Leadership, Management Consulting, Process Improvement, QuickBooks, Business Process..., Financial Analysis, Business Intelligence, Executive Management, Business Process..., Performance Improvement, Business Process, TQM, Mergers & Acquisitions, IT Strategy, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1981
BSBA, Accounting
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
EPM Associates LLC March 2003 - Present
BearingPoint, Inc. July 2002 - March 2003
Arthur Andersen LLP August 1997 - June 2002
Business Systems Architects LLC April 1996 - August 1997
Weatherford March 1994 - April 1996
Libra Corporation May 1993 - March 1994
Arthur Andersen & Co November 1987 - May 1993
Rader & Company April 1984 - November 1987
Deloitte Haskins & Sells January 1982 - April 1984
Skills
Business Strategy, Business Strategy..., Activity Based..., Business Process..., Business Process..., Cash Flow Forecasting &..., CFO Outsourcing Services, Controllership..., Close-the-Books Process..., Enterprise Performance..., Executive Management..., Finance Strategy..., Finance Transformation, Financial Consolidation..., Hosted, Cloud-Computing..., Key Performance..., Performance Management, Performance Measurement, QuickBooks Certified..., QuickBooks Enterprise, Sarbanes-Oxley (SOX)..., Total Quality Management, Consolidation, Outsourcing, Leadership, Management Consulting, Process Improvement, QuickBooks, Business Process..., Financial Analysis, Business Intelligence, Executive Management, Business Process..., Performance Improvement, Business Process, TQM, Mergers & Acquisitions, IT Strategy, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1981
BSBA, Accounting
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Pavithra Krishnamoorthy Pavithra Krishnamoorthy's Deloitte Haskins & Sells Experience September 2011 - September 2014
Job Student at The Institute of Chartered Accountants of India
Industry Accounting
Experience
Deloitte Haskins & Sells September 2011 - September 2014
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Analysis, Auditing, Financial Reporting, Analysis, Strategic Planning
Education
The Institute of Chartered Accountants of India 2010 — 2015
Chartered Accountant (in progress), Accounting and Auditing
American Institute of Certified Public Accountant
Ryan International Scholl
Deloitte Haskins & Sells September 2011 - September 2014
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Analysis, Auditing, Financial Reporting, Analysis, Strategic Planning
Education
The Institute of Chartered Accountants of India 2010 — 2015
Chartered Accountant (in progress), Accounting and Auditing
American Institute of Certified Public Accountant
Ryan International Scholl
Anne Wolfe Nicolay's Deloitte Haskins & Sells Experience January 1986 - May 1988
Job Certified Public Accountant and Consultant at Anne Wolfe, CPA
Industry
Experience
Anne Wolfe, CPA January 2014 - Present
St. Bernard Parish Hospital March 2012 - December 2013
Ochsner Clinic Foundation July 2005 - October 2011
Ochsner Clinic Foundation January 2003 - June 2005
Anne L Wolfe June 1989 - December 2002
First National Bank of Jefferson Parish May 1988 - May 1989
Deloitte Haskins & Sells January 1986 - May 1988
Australian Pavilion - LWE March 1984 - November 1984
Skills
Budgets, Analysis, Auditing, Process Improvement, Accounting, Financial Analysis, Non-profits, Hospitals, Internal Audit, Healthcare, Healthcare Information..., Microsoft Office, Strategic Planning, Customer Service, Public Speaking, Healthcare Management
Education
Tulane University - A.B. Freeman School of Business 1978 — 1982
BSM, Accounting
Anne Wolfe, CPA January 2014 - Present
St. Bernard Parish Hospital March 2012 - December 2013
Ochsner Clinic Foundation July 2005 - October 2011
Ochsner Clinic Foundation January 2003 - June 2005
Anne L Wolfe June 1989 - December 2002
First National Bank of Jefferson Parish May 1988 - May 1989
Deloitte Haskins & Sells January 1986 - May 1988
Australian Pavilion - LWE March 1984 - November 1984
Skills
Budgets, Analysis, Auditing, Process Improvement, Accounting, Financial Analysis, Non-profits, Hospitals, Internal Audit, Healthcare, Healthcare Information..., Microsoft Office, Strategic Planning, Customer Service, Public Speaking, Healthcare Management
Education
Tulane University - A.B. Freeman School of Business 1978 — 1982
BSM, Accounting
Mollie Robbins Mollie Robbins's Deloitte Haskins & Sells Experience 1980 - 1982
Job Administrative Accountant
Industry Accounting
Experience
Accretive Solutions May 2011 - Present
Willmer Engineering Inc March 2009 - April 2011
Brightworth November 2006 - December 2008
The Storehouse 2004 - 2006
Ross Systems 2000 - 2004
The Boeing Company 1982 - 2000
Deloitte Haskins & Sells 1980 - 1982
Skills
Administration, Background Checks, Cash Flow, Process Improvement, Invoicing, System Administration, Accounting, Payroll, Internal Controls, Finance, Financial Reporting, Financial Statements, Auditing, Accounts Payable, Mergers & Acquisitions, Accounts Receivable
Education
The University of Texas at Austin
BBA, Accounting
Accretive Solutions May 2011 - Present
Willmer Engineering Inc March 2009 - April 2011
Brightworth November 2006 - December 2008
The Storehouse 2004 - 2006
Ross Systems 2000 - 2004
The Boeing Company 1982 - 2000
Deloitte Haskins & Sells 1980 - 1982
Skills
Administration, Background Checks, Cash Flow, Process Improvement, Invoicing, System Administration, Accounting, Payroll, Internal Controls, Finance, Financial Reporting, Financial Statements, Auditing, Accounts Payable, Mergers & Acquisitions, Accounts Receivable
Education
The University of Texas at Austin
BBA, Accounting
Frank Parise's Deloitte Haskins & Sells Experience June 1975 - October 1981
Job Partner, Chief Financial & Administrative Officer at HSRx Group
Industry Biotechnology
Experience
HSRx Group PartnerHSRx GroupSeptember 2014 - Present
Frank S. Parise, Jr. May 1998 - September 2014
ASR Investments, Inc June 1986 - April 1998
The Estes Co. September 1985 - December 1990
E. Allen Development Corporation October 1981 - August 1985
Deloitte Haskins & Sells June 1975 - October 1981
Skills
Mergers & Acquisitions, Finance, Investments, Venture Capital, Management, Portfolio Management, Financial Structuring, Analysis, Asset Management, Financial Services, Leadership, Project Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1973 — 1975
Master's degree, Accounting
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor's degree, Finance
HSRx Group PartnerHSRx GroupSeptember 2014 - Present
Frank S. Parise, Jr. May 1998 - September 2014
ASR Investments, Inc June 1986 - April 1998
The Estes Co. September 1985 - December 1990
E. Allen Development Corporation October 1981 - August 1985
Deloitte Haskins & Sells June 1975 - October 1981
Skills
Mergers & Acquisitions, Finance, Investments, Venture Capital, Management, Portfolio Management, Financial Structuring, Analysis, Asset Management, Financial Services, Leadership, Project Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1973 — 1975
Master's degree, Accounting
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor's degree, Finance
Kelleen Griffin's Deloitte Haskins & Sells Experience 1985 - 1988
Job Coach/Mentor | Consultant | Speaker | Adventurer | Making the BIG Shift
Industry Management Consulting
Experience
Kelleen Griffin & Associates February 2008 - Present
Corporate Executive Board May 2003 - September 2007
ARC Second November 1999 - September 2000
Royal Bank of Canada 1993 - 1998
Heller Financial 1989 - 1991
Deloitte, Haskins & Sells 1985 - 1988
Skills
Executive Coaching, Personal Development, Strategy, Organizational..., Leadership Development, Coaching, Entrepreneurship, Management Consulting, Public Speaking, Consulting, Change Management, Start-ups, Executive Management, Emotional Intelligence
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2003
MS, Organizational Counseling
Saint Mary's College of Notre Dame 1981 — 1985
BBA, Accounting
California Institute of Integral Studies
Certificate in East West Psychology, Indigenous Cultures & Healing Modalities
Kelleen Griffin & Associates February 2008 - Present
Corporate Executive Board May 2003 - September 2007
ARC Second November 1999 - September 2000
Royal Bank of Canada 1993 - 1998
Heller Financial 1989 - 1991
Deloitte, Haskins & Sells 1985 - 1988
Skills
Executive Coaching, Personal Development, Strategy, Organizational..., Leadership Development, Coaching, Entrepreneurship, Management Consulting, Public Speaking, Consulting, Change Management, Start-ups, Executive Management, Emotional Intelligence
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2003
MS, Organizational Counseling
Saint Mary's College of Notre Dame 1981 — 1985
BBA, Accounting
California Institute of Integral Studies
Certificate in East West Psychology, Indigenous Cultures & Healing Modalities
David Axson's Deloitte Haskins & Sells Experience February 1985 - May 1989
Job
Industry Management Consulting
Experience
Accenture Strategy June 2011 - Present
The Sonax Group April 2004 - June 2011
Bank of America February 2003 - April 2004
The Hackett Group September 1991 - January 2003
A T Kearney May 1989 - October 1991
Deloitte Haskins + Sells February 1985 - May 1989
Lloyds TSB Bank plc September 1983 - February 1985
Skills
Strategy, Organizational Design, Forecasting, Risk Management, Project Planning, Budgets, Management Consulting, Business Transformation, Shared Services, Business Strategy, Business Process..., Mergers, Performance Management, Due Diligence, Consulting, Start-ups, Outsourcing, Entrepreneurship, Mergers & Acquisitions, Business Analysis, Business Intelligence, Managerial Finance, Financial Analysis, Business Planning, Process Improvement, Project Management
Education
University of Leeds 1980 — 1983
BSc
Accenture Strategy June 2011 - Present
The Sonax Group April 2004 - June 2011
Bank of America February 2003 - April 2004
The Hackett Group September 1991 - January 2003
A T Kearney May 1989 - October 1991
Deloitte Haskins + Sells February 1985 - May 1989
Lloyds TSB Bank plc September 1983 - February 1985
Skills
Strategy, Organizational Design, Forecasting, Risk Management, Project Planning, Budgets, Management Consulting, Business Transformation, Shared Services, Business Strategy, Business Process..., Mergers, Performance Management, Due Diligence, Consulting, Start-ups, Outsourcing, Entrepreneurship, Mergers & Acquisitions, Business Analysis, Business Intelligence, Managerial Finance, Financial Analysis, Business Planning, Process Improvement, Project Management
Education
University of Leeds 1980 — 1983
BSc
Elaine Stupi Elaine Stupi's Deloitte Haskins & Sells Experience 1983 - 1986
Job Information Technology Senior Manager at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company 1994 - Present
Pacific Telesis 1986 - 1994
Bank of America 1984 - 1986
Deloitte Haskins & Sells 1983 - 1986
Skills
SDLC, Business Analysis, Business Process, Requirements Gathering, Process Improvement, Integration, Systems Analysis, Functional..., PMO, Smart Grid, SharePoint, Requirements Analysis, Program Management, Enterprise Architecture, IT Strategy, Citrix, Oracle, Business Process Design, SQL, Project Management, MS Project, Project Portfolio..., Visio, Business Requirements, Microsoft Exchange, Testing, Analysis, Software Development, Vendor Management, Business Process..., Project Delivery, Software Documentation, SAP, Business Intelligence, Software Project..., Business Objects, PMP, ITIL, Disaster Recovery, Solution Architecture, Oracle E-Business Suite, Data Modeling, Governance, Outsourcing, Process Engineering, Business Transformation, PL/SQL, BMC Remedy, SOA, Utility Industry
Education
University of California, Berkeley
Accounting and Finance
Pacific Gas and Electric Company 1994 - Present
Pacific Telesis 1986 - 1994
Bank of America 1984 - 1986
Deloitte Haskins & Sells 1983 - 1986
Skills
SDLC, Business Analysis, Business Process, Requirements Gathering, Process Improvement, Integration, Systems Analysis, Functional..., PMO, Smart Grid, SharePoint, Requirements Analysis, Program Management, Enterprise Architecture, IT Strategy, Citrix, Oracle, Business Process Design, SQL, Project Management, MS Project, Project Portfolio..., Visio, Business Requirements, Microsoft Exchange, Testing, Analysis, Software Development, Vendor Management, Business Process..., Project Delivery, Software Documentation, SAP, Business Intelligence, Software Project..., Business Objects, PMP, ITIL, Disaster Recovery, Solution Architecture, Oracle E-Business Suite, Data Modeling, Governance, Outsourcing, Process Engineering, Business Transformation, PL/SQL, BMC Remedy, SOA, Utility Industry
Education
University of California, Berkeley
Accounting and Finance
David Shill David Shill's Deloitte Haskins & Sells Experience 1984 - 1988
Job Audit Executive and Senior Finance Leader
Industry Oil & Energy
Experience
Nexen 2011 - 2015
Nexen Inc 2008 - 2011
Nexen Inc 2007 - 2008
Nexen Inc 2005 - 2007
Nexen Inc. 2003 - 2005
Deloitte & Touche 2000 - 2003
TD Canada Trust 1994 - 2000
Moores Rowland 1989 - 1994
Deloitte Haskins and Sells 1988 - 1989
Deloitte Haskins & Sells 1984 - 1988
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, IFRS, Financial Reporting, Accounting, External Audit, Risk Assessment, Business Process..., Energy, Financial Analysis, Risk Management, Management
Education
University of Bristol 1978 — 1981
Bachelor's Degree, Biochemistry
Nexen 2011 - 2015
Nexen Inc 2008 - 2011
Nexen Inc 2007 - 2008
Nexen Inc 2005 - 2007
Nexen Inc. 2003 - 2005
Deloitte & Touche 2000 - 2003
TD Canada Trust 1994 - 2000
Moores Rowland 1989 - 1994
Deloitte Haskins and Sells 1988 - 1989
Deloitte Haskins & Sells 1984 - 1988
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, IFRS, Financial Reporting, Accounting, External Audit, Risk Assessment, Business Process..., Energy, Financial Analysis, Risk Management, Management
Education
University of Bristol 1978 — 1981
Bachelor's Degree, Biochemistry
Lance Fusacchia's Deloitte Haskins & Sells Experience June 1981 - November 1984
Job CFO at MyHealthDirect
Industry Hospital & Health Care
Experience
MyHealthDirect July 2015 - Present
HCTec Partners February 2013 - July 2015
Shareable Ink July 2012 - January 2013
Webmedx, Inc. June 1996 - July 2011
Automated Healthcare, Inc. May 1993 - April 1996
Sylvan Foods, Inc. July 1992 - April 1993
Extrel Corporation August 1990 - June 1992
Medrad, Inc. November 1984 - August 1990
Deloitte Haskins & Sells June 1981 - November 1984
Skills
Healthcare, Healthcare Information..., Acquisition Integration, Hospitals, Process Improvement, Strategic Planning, Healthcare Management, Revenue Cycle, Financial Modeling, Leadership, Payroll, Team Building, Business Planning, SaaS, Due Diligence, Financial Reporting, QuickBooks, Integration, Business Development, Start-ups, Strategy, Entrepreneurship, Medical Devices, Executive Management, Mergers & Acquisitions, Software Documentation, Partnerships, Contract Negotiation, Progressive Thinking
Education
University of Notre Dame 1977 — 1981
BS - Business Administration, Accounting
MyHealthDirect July 2015 - Present
HCTec Partners February 2013 - July 2015
Shareable Ink July 2012 - January 2013
Webmedx, Inc. June 1996 - July 2011
Automated Healthcare, Inc. May 1993 - April 1996
Sylvan Foods, Inc. July 1992 - April 1993
Extrel Corporation August 1990 - June 1992
Medrad, Inc. November 1984 - August 1990
Deloitte Haskins & Sells June 1981 - November 1984
Skills
Healthcare, Healthcare Information..., Acquisition Integration, Hospitals, Process Improvement, Strategic Planning, Healthcare Management, Revenue Cycle, Financial Modeling, Leadership, Payroll, Team Building, Business Planning, SaaS, Due Diligence, Financial Reporting, QuickBooks, Integration, Business Development, Start-ups, Strategy, Entrepreneurship, Medical Devices, Executive Management, Mergers & Acquisitions, Software Documentation, Partnerships, Contract Negotiation, Progressive Thinking
Education
University of Notre Dame 1977 — 1981
BS - Business Administration, Accounting
Linda Falk's Deloitte Haskins & Sells Experience 1985 - 1988
Job Chief Financial Officer
Industry Nonprofit Organization Management
Experience
Friends of the Zoo 2012 - Present
Falk Consulting July 1998 - September 2012
Kansas City University of Medicine and Biosciences February 2010 - June 2010
United Way of Greater Kansas CIty March 2003 - January 2010
Heart of America United Way February 1988 - May 1998
Deloitte Haskins & Sells 1985 - 1988
Skills
Leadership, Accounting, Budgets, Management, Financial Reporting, Nonprofits, Auditing, Forecasting, Internal Controls, Human Resources
Education
University of Kansas 1981 — 1985
Business, Accounting
Friends of the Zoo 2012 - Present
Falk Consulting July 1998 - September 2012
Kansas City University of Medicine and Biosciences February 2010 - June 2010
United Way of Greater Kansas CIty March 2003 - January 2010
Heart of America United Way February 1988 - May 1998
Deloitte Haskins & Sells 1985 - 1988
Skills
Leadership, Accounting, Budgets, Management, Financial Reporting, Nonprofits, Auditing, Forecasting, Internal Controls, Human Resources
Education
University of Kansas 1981 — 1985
Business, Accounting
Melissa LaBrash's Deloitte Haskins & Sells Experience 1979 - 1981
Job Owner, Melissa LaBrash Accounting Services
Industry Accounting
Experience
Melissa LaBrash Accounting Services 1989 - Present
Lavin & Loftus 1987 - 1991
Hussmann Refrigeration Lombard Sales Branch 1985 - 1987
IC Industries 1981 - 1985
DeLoitte Haskins & Sells 1979 - 1981
Skills
QuickBooks Consulting, Income Tax, Financial Reporting, Registered CPA State of..., Small Business..., Bookkeeping, QuickBooks setup and..., QuickBooks ProAdvisor..., QuickBooks ProAdvisor..., Current PTIN, Successful completion..., Accounting, QuickBooks, CPA, Training, Tax Preparation, Banking, Microsoft Office, Internal Audit, Corporate Finance, Tax, Consolidation, Internal Controls, Auditing, Journal Entries, Due Diligence, Outlook, Mergers & Acquisitions, Financial Accounting, Accounts Payable, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accountancy
Hinsdale Central HS
Melissa LaBrash Accounting Services 1989 - Present
Lavin & Loftus 1987 - 1991
Hussmann Refrigeration Lombard Sales Branch 1985 - 1987
IC Industries 1981 - 1985
DeLoitte Haskins & Sells 1979 - 1981
Skills
QuickBooks Consulting, Income Tax, Financial Reporting, Registered CPA State of..., Small Business..., Bookkeeping, QuickBooks setup and..., QuickBooks ProAdvisor..., QuickBooks ProAdvisor..., Current PTIN, Successful completion..., Accounting, QuickBooks, CPA, Training, Tax Preparation, Banking, Microsoft Office, Internal Audit, Corporate Finance, Tax, Consolidation, Internal Controls, Auditing, Journal Entries, Due Diligence, Outlook, Mergers & Acquisitions, Financial Accounting, Accounts Payable, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accountancy
Hinsdale Central HS
Greg Carpenter Greg Carpenter's Deloitte Haskins & Sells Experience 1985 - 1987
Job Founder & CEO at Employee Fiduciary
Industry Financial Services
Experience
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Employee Fiduciary 2004 - Present
DailyAccess Corporation 1997 - 2003
Interra Financial 1996 - 1997
Northwest Airlines 1990 - 1996
Coopers & Lybrand Consulting 1987 - 1990
Deloitte Haskins & Sells 1985 - 1987
Skills
401k, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service, Defined Benefit, Financial Advisory, Asset Allocation, TPA, Retirement Planning, Finance, Mutual Funds, ERISA, Auditing, Retirement Plan...
Education
The University of Chicago - Booth School of Business 1983 — 1984
Master of Business Administration (MBA), Finance
Yale University 1978 — 1982
Bachelor of Arts (BA), American Studies
Kristi Lanier, CPA Kristi Lanier, CPA's Deloitte Haskins & Sells Experience January 1984 - January 1986
Job Vice President of Finance at WuXi NextCODE Genomics
Industry Biotechnology
Experience
WuXi NextCODE Genomics, Inc. March 2014 - Present
High Street Partners May 2011 - February 2014
DGI Resolution, Inc, (Formerly known as deCODE genetics, Inc.) May 2010 - February 2011
deCODE genetics October 2001 - May 2010
Genzyme Transgenics, Inc. (Now known as GTC Biotherapeutics, Inc.) February 1992 - October 2001
TWIXTEL TECHNOLOGIES January 1990 - January 1991
EDUCATION, INC January 1988 - January 1990
OHMEDA, DIVISION OF THE BOC GROUP January 1986 - January 1987
DELOITTE HASKINS & SELLS January 1984 - January 1986
Skills
Sarbanes-Oxley, Business Acquisition, Acquisition Integration, SEC Financial Reporting, Budget Process, Financial Reporting, GAAP, Divestitures, Enterprise Systems..., Corporate Governance, Financial Forecasting, Financial Accounting, Financial Operations, Consolidation, Benefits Administration, Employee Stock Options, ESPP, International, SEC filings, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Finance, Executive Management, Account Reconciliation, Internal Audit, Payroll, Start-ups, Budgets, Analysis, Fixed Assets, US GAAP, External Audit, Financial Modeling, Revenue Recognition, IPO, Due Diligence, Strategic Financial..., Corporate Finance, Financial Analysis, Managerial Finance, ERP, CPA, Financial Audits, Cash Management, Cash Flow, Financial Statements, Mergers & Acquisitions, Forecasting
Education
Pace University 1980 — 1984
Bachelors, Business Administration; Public Accounting
Northern Regional HIgh School - OT 1975 — 1979
High School Diploma
WuXi NextCODE Genomics, Inc. March 2014 - Present
High Street Partners May 2011 - February 2014
DGI Resolution, Inc, (Formerly known as deCODE genetics, Inc.) May 2010 - February 2011
deCODE genetics October 2001 - May 2010
Genzyme Transgenics, Inc. (Now known as GTC Biotherapeutics, Inc.) February 1992 - October 2001
TWIXTEL TECHNOLOGIES January 1990 - January 1991
EDUCATION, INC January 1988 - January 1990
OHMEDA, DIVISION OF THE BOC GROUP January 1986 - January 1987
DELOITTE HASKINS & SELLS January 1984 - January 1986
Skills
Sarbanes-Oxley, Business Acquisition, Acquisition Integration, SEC Financial Reporting, Budget Process, Financial Reporting, GAAP, Divestitures, Enterprise Systems..., Corporate Governance, Financial Forecasting, Financial Accounting, Financial Operations, Consolidation, Benefits Administration, Employee Stock Options, ESPP, International, SEC filings, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Finance, Executive Management, Account Reconciliation, Internal Audit, Payroll, Start-ups, Budgets, Analysis, Fixed Assets, US GAAP, External Audit, Financial Modeling, Revenue Recognition, IPO, Due Diligence, Strategic Financial..., Corporate Finance, Financial Analysis, Managerial Finance, ERP, CPA, Financial Audits, Cash Management, Cash Flow, Financial Statements, Mergers & Acquisitions, Forecasting
Education
Pace University 1980 — 1984
Bachelors, Business Administration; Public Accounting
Northern Regional HIgh School - OT 1975 — 1979
High School Diploma
Mary Jane Broussard Mary Jane Broussard's Deloitte Haskins & Sells Experience June 1982 - May 1984
Job Vice President, Legal Counsel at Garden Ridge Corporation
Industry Law Practice
Experience
Garden Ridge Corporation March 2014 - Present
Garden Ridge Corporation July 2013 - March 2014
Brown McCarroll January 1987 - June 2013
Deloitte Haskins & Sells June 1982 - May 1984
Skills
Product Liability, Civil Litigation, Litigation, Commercial Litigation, Business Litigation
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
The University of Texas School of Law
JD, Law
Garden Ridge Corporation March 2014 - Present
Garden Ridge Corporation July 2013 - March 2014
Brown McCarroll January 1987 - June 2013
Deloitte Haskins & Sells June 1982 - May 1984
Skills
Product Liability, Civil Litigation, Litigation, Commercial Litigation, Business Litigation
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
The University of Texas School of Law
JD, Law
Nancy Bryan Nancy Bryan's Deloitte Haskins & Sells Experience 1985 - 1987
Job Owner, Vice President Marketing at Maximum Security Safes
Industry Consumer Goods
Experience
Maximum Security Safes 1993 - Present
Deloitte Haskins & Sells 1985 - 1987
NBI, Inc. 1981 - 1985
Skills
Marketing Communications, Customer Service, Social Media Marketing, Marketing Strategy, Marketing, Social Networking, Budgets, Sales, Retail
Education
University of Southern California 1979 — 1981
BS, Business, Marketing
Westmont College 1977 — 1979
Maximum Security Safes 1993 - Present
Deloitte Haskins & Sells 1985 - 1987
NBI, Inc. 1981 - 1985
Skills
Marketing Communications, Customer Service, Social Media Marketing, Marketing Strategy, Marketing, Social Networking, Budgets, Sales, Retail
Education
University of Southern California 1979 — 1981
BS, Business, Marketing
Westmont College 1977 — 1979
Janet Deal Janet Deal's Deloitte Haskins & Sells Experience 1986 - 1988
Job Chief Financial Officer at Mosaic Community Services, Inc.
Industry Hospital & Health Care
Experience
Mosaic Community Services, Inc., an affiliate of the Sheppard Pratt Health System January 2008 - Present
HSI, Inc. 1994 - 2000
Deloitte Haskins & Sells 1986 - 1988
Skills
Strategic Financial..., Financial Accounting, Revenue Cycle, Financial Modeling, Corporate Finance, Risk Management, Corporate Budgeting, Legal Compliance, Financial Analysis, Financial Reporting, Nonprofits, Consolidated Financial...
Education
University of Maryland School of Law 1997 — 2001
Juris Doctor, Healthcare Law
West Virginia University 1982 — 1986
BS, Magna Cum Laude, Accounting
Laurel Highlands High School 1979 — 1982
Graduated 1982, College Prep/Academic
Mosaic Community Services, Inc., an affiliate of the Sheppard Pratt Health System January 2008 - Present
HSI, Inc. 1994 - 2000
Deloitte Haskins & Sells 1986 - 1988
Skills
Strategic Financial..., Financial Accounting, Revenue Cycle, Financial Modeling, Corporate Finance, Risk Management, Corporate Budgeting, Legal Compliance, Financial Analysis, Financial Reporting, Nonprofits, Consolidated Financial...
Education
University of Maryland School of Law 1997 — 2001
Juris Doctor, Healthcare Law
West Virginia University 1982 — 1986
BS, Magna Cum Laude, Accounting
Laurel Highlands High School 1979 — 1982
Graduated 1982, College Prep/Academic
Chris Babcock Chris Babcock's Deloitte Haskins & Sells Experience January 1985 - May 1986
Job Senior Business Analyst
Industry Investment Management
Experience
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Glen Fandl Glen Fandl's Deloitte Haskins & Sells Experience 1988 - 1990
Job Managing Partner, Fandl, LLC
Industry Accounting
Experience
St. John's University September 2013 - Present
Fandl, LLC July 2009 - Present
Fairleigh Dickinson University September 2009 - Present
Grant McCarthy Group, LLC May 2005 - July 2009
PricewaterhouseCoopers 2000 - April 2005
Coopers & Lybrand 1992 - 2000
KPMG 1990 - 1992
Deloitte Haskins & Sells 1988 - 1990
Skills
Tax, Tax Advisory, Property Tax, Fixed Assets, Cost Segregation, Due Diligence, State Tax, Sales and Use Tax, Outsourcing, Auditing, Income Tax, Partnership Taxation, International Tax, Valuation, Depreciation, Tax Accounting, Sales Tax, Tax Research, Corporate Tax, Tax Preparation, Accounting, Sales & Use Tax, Financial Analysis, Tax Law, GAAP, Mergers & Acquisitions, SEC filings
Education
Susquehanna University 1983 — 1986
BS Management
St. John's University September 2013 - Present
Fandl, LLC July 2009 - Present
Fairleigh Dickinson University September 2009 - Present
Grant McCarthy Group, LLC May 2005 - July 2009
PricewaterhouseCoopers 2000 - April 2005
Coopers & Lybrand 1992 - 2000
KPMG 1990 - 1992
Deloitte Haskins & Sells 1988 - 1990
Skills
Tax, Tax Advisory, Property Tax, Fixed Assets, Cost Segregation, Due Diligence, State Tax, Sales and Use Tax, Outsourcing, Auditing, Income Tax, Partnership Taxation, International Tax, Valuation, Depreciation, Tax Accounting, Sales Tax, Tax Research, Corporate Tax, Tax Preparation, Accounting, Sales & Use Tax, Financial Analysis, Tax Law, GAAP, Mergers & Acquisitions, SEC filings
Education
Susquehanna University 1983 — 1986
BS Management
Deb Kilner's Deloitte Haskins & Sells Experience August 1983 - July 1984
Job Finance/Accounting Consultant
Industry Financial Services
Experience
Kilner Consulting March 2007 - Present
Roggie Child Sponsorship Program January 2005 - Present
Bible Study Fellowship September 1996 - June 2013
The Cleo Eulau Center July 2007 - February 2013
Amigos de las Americas October 2006 - October 2007
Price Waterhouse August 1984 - August 1986
Deloitte Haskins + Sells August 1983 - July 1984
Skills
Leadership, Teaching, Non-profits, Strategic Planning, Volunteer Management, Community Outreach, Event Planning, Program Development, Budgets, Research, Public Speaking, Start-ups, Business Strategy
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Management, Finance, Accounting and Strategic Planning
Yale University 1976 — 1980
BA, Economics
Kilner Consulting March 2007 - Present
Roggie Child Sponsorship Program January 2005 - Present
Bible Study Fellowship September 1996 - June 2013
The Cleo Eulau Center July 2007 - February 2013
Amigos de las Americas October 2006 - October 2007
Price Waterhouse August 1984 - August 1986
Deloitte Haskins + Sells August 1983 - July 1984
Skills
Leadership, Teaching, Non-profits, Strategic Planning, Volunteer Management, Community Outreach, Event Planning, Program Development, Budgets, Research, Public Speaking, Start-ups, Business Strategy
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Management, Finance, Accounting and Strategic Planning
Yale University 1976 — 1980
BA, Economics
Jeffrey Grasso CPA Jeffrey Grasso CPA's Deloitte Haskins & Sells Experience August 1981 - December 1986
Job ACUMATICA Certified Business Consultant | SAGE 100 | MAS90/200 | 508.233.0425
Industry Information Technology and Services
Experience
BHE Consulting, Inc. April 2015 - Present
JGrasso Services, LLC September 1999 - Present
Realized Financial Solutions, Inc. (Sage 100 fka MAS 90/200 business integrator) January 2014 - October 2014
Jeffrey J Grasso CPA July 1996 - February 2010
Montessori Community School at Brookfield, Inc. May 2001 - September 2002
Actis-Grande and Ronan, CPAs August 1992 - June 1996
Leask & Leask, CPAs October 1989 - July 1992
Controller (two companies) January 1987 - September 1989
Deloitte Haskins & Sells August 1981 - December 1986
Skills
Business Intelligence, Project Management, Sage, Accounting, Financial Reporting, Manufacturing, Microsoft Office, Customer Service, Microsoft Excel, Architectures, Enterprise Software, SaaS, Professional Services, Enterprise Architecture, Strategic Partnerships, Corporate Development, Start-ups, Acquisition Integration, Management Consulting, ERP, Managerial Finance, Consulting, Management, Entrepreneurship, CPA, Mas 90, Business Process..., Business Analysis, Accountants, Integration, Executive Management, Software Implementation, ERP Software, Financials, Business Planning, Software Industry, ERP Implementations, Financial Systems, Nonprofits, Strategy, Accounting Applications, Business Process..., Business Development, Process Improvement, Revenue Recognition, Business Applications, Software Consulting, Project Accounting, Sage CRM, Auditing
Education
Quinnipiac University 1977 — 1981
Bachelor of Science (B.S.), Accounting, Magna Cum Laude graduate, perfect 4.0 accounting course average.
BHE Consulting, Inc. April 2015 - Present
JGrasso Services, LLC September 1999 - Present
Realized Financial Solutions, Inc. (Sage 100 fka MAS 90/200 business integrator) January 2014 - October 2014
Jeffrey J Grasso CPA July 1996 - February 2010
Montessori Community School at Brookfield, Inc. May 2001 - September 2002
Actis-Grande and Ronan, CPAs August 1992 - June 1996
Leask & Leask, CPAs October 1989 - July 1992
Controller (two companies) January 1987 - September 1989
Deloitte Haskins & Sells August 1981 - December 1986
Skills
Business Intelligence, Project Management, Sage, Accounting, Financial Reporting, Manufacturing, Microsoft Office, Customer Service, Microsoft Excel, Architectures, Enterprise Software, SaaS, Professional Services, Enterprise Architecture, Strategic Partnerships, Corporate Development, Start-ups, Acquisition Integration, Management Consulting, ERP, Managerial Finance, Consulting, Management, Entrepreneurship, CPA, Mas 90, Business Process..., Business Analysis, Accountants, Integration, Executive Management, Software Implementation, ERP Software, Financials, Business Planning, Software Industry, ERP Implementations, Financial Systems, Nonprofits, Strategy, Accounting Applications, Business Process..., Business Development, Process Improvement, Revenue Recognition, Business Applications, Software Consulting, Project Accounting, Sage CRM, Auditing
Education
Quinnipiac University 1977 — 1981
Bachelor of Science (B.S.), Accounting, Magna Cum Laude graduate, perfect 4.0 accounting course average.
Arthur Wasson's Deloitte Haskins & Sells Experience August 1987 - March 1988
Job SVP, Global Treasury Management at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Tim Koch's Deloitte Haskins & Sells Experience June 1980 - May 1982
Job CFO at General Board of Pension and Health Benefits
Industry Financial Services
Experience
UMC - General Board of Pension and Health Benefits January 2008 - Present
JPMorgan Chase & Company July 2005 - 2007
Aon Corporation 2001 - 2005
GP/Fort James Corporation 1999 - 2001
BP/Amoco 1985 - 1999
Amoco Corporation 1985 - 1999
Deloitte Haskins & Sells June 1980 - May 1982
Skills
Strategic Planning, Investments, Financial Analysis, Shared Services, Financial Modeling, Vendor Management
Education
Northwestern University, Kellogg School of Management 1994 — 1995
MBA, General Management
University of Notre Dame 1976 — 1980
BBA, Accounting
University of Illinois
CPA
UMC - General Board of Pension and Health Benefits January 2008 - Present
JPMorgan Chase & Company July 2005 - 2007
Aon Corporation 2001 - 2005
GP/Fort James Corporation 1999 - 2001
BP/Amoco 1985 - 1999
Amoco Corporation 1985 - 1999
Deloitte Haskins & Sells June 1980 - May 1982
Skills
Strategic Planning, Investments, Financial Analysis, Shared Services, Financial Modeling, Vendor Management
Education
Northwestern University, Kellogg School of Management 1994 — 1995
MBA, General Management
University of Notre Dame 1976 — 1980
BBA, Accounting
University of Illinois
CPA
Jerry Pinkerton's Deloitte Haskins & Sells Experience June 1962 - August 1988
Job Director and Audit Committee Chair at Southcross Energy
Industry Oil & Energy
Experience
Southcross Energy November 2012 - Present
Holly Energy Partners, L. P. July 2004 - Present
General Board of Pension and Health Benefits 2004 - Present
Animal Health International, Inc. 2008 - June 2011
TXU Corp 1997 - 2000
ENSERCH Corporation August 1988 - August 1997
Deloitte Haskins & Sells June 1962 - August 1988
Deloitte 1973 - 1988
Skills
Financial Modeling, Financial Analysis, SEC filings, Audit Committee, Auditing, Accounting, Internal Controls, Management Consulting, Financial Reporting, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, CPA, Mergers & Acquisitions, Due Diligence, Mergers, Business Process..., Risk Management, Tax, Strategic Planning, GAAP, Internal Audit, Managerial Finance, Enterprise Risk..., Big 4, Revenue Recognition, Financial Accounting, SEC Filings
Education
University of North Texas 1958 — 1962
BBA, Accounting
Newcastle High School
Southcross Energy November 2012 - Present
Holly Energy Partners, L. P. July 2004 - Present
General Board of Pension and Health Benefits 2004 - Present
Animal Health International, Inc. 2008 - June 2011
TXU Corp 1997 - 2000
ENSERCH Corporation August 1988 - August 1997
Deloitte Haskins & Sells June 1962 - August 1988
Deloitte 1973 - 1988
Skills
Financial Modeling, Financial Analysis, SEC filings, Audit Committee, Auditing, Accounting, Internal Controls, Management Consulting, Financial Reporting, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, CPA, Mergers & Acquisitions, Due Diligence, Mergers, Business Process..., Risk Management, Tax, Strategic Planning, GAAP, Internal Audit, Managerial Finance, Enterprise Risk..., Big 4, Revenue Recognition, Financial Accounting, SEC Filings
Education
University of North Texas 1958 — 1962
BBA, Accounting
Newcastle High School
Grant Brodie's Deloitte Haskins & Sells Experience May 1977 - August 1989
Job President, Arbutus Software
Industry Computer Software
Experience
Arbutus Software Inc. February 2003 - Present
ACL Services Ltd. 1989 - 2003
Deloitte Haskins & Sells May 1977 - August 1989
Skills
Data Analysis, Agile, Accounting, Software Development, Business Intelligence, SaaS, Business Process..., Cloud Computing, SQL, CISA, Process Improvement, Sarbanes-Oxley Act, Enterprise Risk..., Business Process, Technical Training, Auditing, Governance, Agile Methodologies, IT Audit
Education
The University of British Columbia 1972 — 1977
bComm, Commerce, Computer Science
Canadian Institute of Chartered Accountants
CA, Computer Audit
Arbutus Software Inc. February 2003 - Present
ACL Services Ltd. 1989 - 2003
Deloitte Haskins & Sells May 1977 - August 1989
Skills
Data Analysis, Agile, Accounting, Software Development, Business Intelligence, SaaS, Business Process..., Cloud Computing, SQL, CISA, Process Improvement, Sarbanes-Oxley Act, Enterprise Risk..., Business Process, Technical Training, Auditing, Governance, Agile Methodologies, IT Audit
Education
The University of British Columbia 1972 — 1977
bComm, Commerce, Computer Science
Canadian Institute of Chartered Accountants
CA, Computer Audit
Wesley Roland's Deloitte Haskins & Sells Experience June 1982 - June 1985
Job CPATax and Financial Planning
Industry Financial Services
Experience
RKM Financial Services 2001 - Present
Wesley A Roland PC dba The Roland Company June 1985 - Present
Deloitte Haskins & Sells June 1982 - June 1985
Internal Revenue Service May 1972 - May 1979
Skills
Tax Preparation, Tax Accounting, Series 7, Series 66, Educational Planning, Financial Planning, Long Term Care, Securities and..., Retirement Planning
Education
The University of Texas at Arlington 1971 — 1973
BBA, Accounting
The University of Texas at Austin 1969 — 1971
BBS, Accounting
RKM Financial Services 2001 - Present
Wesley A Roland PC dba The Roland Company June 1985 - Present
Deloitte Haskins & Sells June 1982 - June 1985
Internal Revenue Service May 1972 - May 1979
Skills
Tax Preparation, Tax Accounting, Series 7, Series 66, Educational Planning, Financial Planning, Long Term Care, Securities and..., Retirement Planning
Education
The University of Texas at Arlington 1971 — 1973
BBA, Accounting
The University of Texas at Austin 1969 — 1971
BBS, Accounting
Gloria Gee's Deloitte Haskins & Sells Experience 1984 - 1986
Job Accounting Professional
Industry Accounting
Experience
Meridian Energy USA, Inc. December 2010 - November 2013
Advanced Power Projects, Inc. May 2008 - December 2009
Calpine Corporation 1994 - December 2007
Pacific Gas and Electric Company 1972 - 1992
Deloitte Haskins & Sells 1984 - 1986
Education
University of California, Berkeley
MBA, Management
University of California, Berkeley
BS, Accounting
Meridian Energy USA, Inc. December 2010 - November 2013
Advanced Power Projects, Inc. May 2008 - December 2009
Calpine Corporation 1994 - December 2007
Pacific Gas and Electric Company 1972 - 1992
Deloitte Haskins & Sells 1984 - 1986
Education
University of California, Berkeley
MBA, Management
University of California, Berkeley
BS, Accounting
Charlie Neiss's Deloitte Haskins & Sells Experience February 1984 - July 1985
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup February 1987 - Present
Watchung Borough Board of Education April 2001 - December 2013
Bankers Trust July 1985 - January 1987
Deloitte Haskins & Sells February 1984 - July 1985
Skills
IT Strategy, Enterprise Architecture, Financial Services, SDLC, Business Analysis, Vendor Management, Risk Management, Program Management, Governance, Integration, Project Portfolio..., IT Management, Process Improvement, Enterprise Software, Strategy, Business Process...
Education
Stevens Institute of Technology 2005 — 2007
MS, IS
Chubb Institute for Computer Technology 1983 — 1983
Temple University 1977 — 1981
BA, Anthropology
Citigroup February 1987 - Present
Watchung Borough Board of Education April 2001 - December 2013
Bankers Trust July 1985 - January 1987
Deloitte Haskins & Sells February 1984 - July 1985
Skills
IT Strategy, Enterprise Architecture, Financial Services, SDLC, Business Analysis, Vendor Management, Risk Management, Program Management, Governance, Integration, Project Portfolio..., IT Management, Process Improvement, Enterprise Software, Strategy, Business Process...
Education
Stevens Institute of Technology 2005 — 2007
MS, IS
Chubb Institute for Computer Technology 1983 — 1983
Temple University 1977 — 1981
BA, Anthropology
Tom Reed's Deloitte Haskins & Sells Experience June 1980 - June 1987
Job CFO at Nationwide Bank
Industry Banking
Experience
Nationwide Bank February 2012 - Present
Huntington Bancshares September 2000 - February 2012
Bank One 1991 - 2000
Mid-America Federal S&L February 1988 - February 1991
State Savings Bank June 1987 - February 1988
Deloitte Haskins & Sells June 1980 - June 1987
Skills
Banking, Cash Management, Financial Risk, Financial Analysis, Finance, Mergers, Financial Modeling, Leadership, Accounting, Analysis, Financial Reporting, Mergers & Acquisitions, Forecasting, Auditing, Mortgage Lending, Strategic Planning, Retail Banking, Corporate Finance, Internal Controls, Portfolio Management, Business Analysis, Strategic Financial..., Managerial Finance, Budgets, Sarbanes-Oxley Act
Education
The Ohio State University 1976 — 1980
BSBA, Accounting
Deer Park HS 1972 — 1976
Nationwide Bank February 2012 - Present
Huntington Bancshares September 2000 - February 2012
Bank One 1991 - 2000
Mid-America Federal S&L February 1988 - February 1991
State Savings Bank June 1987 - February 1988
Deloitte Haskins & Sells June 1980 - June 1987
Skills
Banking, Cash Management, Financial Risk, Financial Analysis, Finance, Mergers, Financial Modeling, Leadership, Accounting, Analysis, Financial Reporting, Mergers & Acquisitions, Forecasting, Auditing, Mortgage Lending, Strategic Planning, Retail Banking, Corporate Finance, Internal Controls, Portfolio Management, Business Analysis, Strategic Financial..., Managerial Finance, Budgets, Sarbanes-Oxley Act
Education
The Ohio State University 1976 — 1980
BSBA, Accounting
Deer Park HS 1972 — 1976
Roland Ashman's Deloitte Haskins & Sells Experience 1978 - 1990
Job Independent Accounting Professional
Industry Accounting
Experience
Roland R Ashman, CPA, CA November 2007 - Present
Vaillancourt Lavigne Ashman LLP/s.r.l. October 1998 - October 2007
PricewaterhouseCoopers LLP 1990 - 1997
PricewaterhouseCoopers LLP 1990 - 1997
Deloitte Haskins & Sells 1978 - 1990
Skills
Accounting, Income Tax, Trusts, Corporate Tax, Tax, Financial Statements, Tax Returns, GAAP, Assurance, Preparation, Financial Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queen's University 1970 — 1974
B Com, Commerce / Accounting
Roland R Ashman, CPA, CA November 2007 - Present
Vaillancourt Lavigne Ashman LLP/s.r.l. October 1998 - October 2007
PricewaterhouseCoopers LLP 1990 - 1997
PricewaterhouseCoopers LLP 1990 - 1997
Deloitte Haskins & Sells 1978 - 1990
Skills
Accounting, Income Tax, Trusts, Corporate Tax, Tax, Financial Statements, Tax Returns, GAAP, Assurance, Preparation, Financial Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queen's University 1970 — 1974
B Com, Commerce / Accounting
Thomas Turrin's Deloitte Haskins & Sells Experience 1974 - 1977
Job Partner at Raich Ende Malter & Co., LLP
Industry Accounting
Experience
Raich Ende Malter & Co., LLP (New York, NY) 2010 - Present
Konigsberg Wolf & Co., P.C. 2006 - 2010
Thomas Turrin & Co., PC 1985 - 2006
Lewis Helphand & Co. 1981 - 1985
Deloitte Haskins & Sells 1974 - 1977
Skills
Tax Preparation, Tax, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, CPA, Tax Advisory, GAAP, US GAAP, Tax Research, Assurance
Education
Pace University - Lubin School of Business 1971 — 1975
BBA, ACCOUNTANCY
Raich Ende Malter & Co., LLP (New York, NY) 2010 - Present
Konigsberg Wolf & Co., P.C. 2006 - 2010
Thomas Turrin & Co., PC 1985 - 2006
Lewis Helphand & Co. 1981 - 1985
Deloitte Haskins & Sells 1974 - 1977
Skills
Tax Preparation, Tax, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, CPA, Tax Advisory, GAAP, US GAAP, Tax Research, Assurance
Education
Pace University - Lubin School of Business 1971 — 1975
BBA, ACCOUNTANCY
Andrew Marek's Deloitte Haskins & Sells Experience 1984 - 1989
Job Managing Partner at Kayne Senior Credit Partners
Industry Investment Management
Experience
Kayne Senior Credit Partners August 2011 - Present
Dymas Capital Management Company, LLC (Cerberus Capital Affiliate) 2002 - May 2011
Heller Financial 1989 - 2002
Deloitte Haskins & Sells 1984 - 1989
Skills
Mezzanine, LBO, Private Equity, Middle Market, Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1984
B.S, Accounting
Kayne Senior Credit Partners August 2011 - Present
Dymas Capital Management Company, LLC (Cerberus Capital Affiliate) 2002 - May 2011
Heller Financial 1989 - 2002
Deloitte Haskins & Sells 1984 - 1989
Skills
Mezzanine, LBO, Private Equity, Middle Market, Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1984
B.S, Accounting
Grace Toy's Deloitte Haskins & Sells Experience 1986 - 1989
Job SVP of Administration & CFO
Industry Professional Training & Coaching
Experience
Leadership Education for Asian Pacifics, Inc. 1998 - Present
Sasaki Shishima & Company 1989 - 1998
Deloitte Haskins & Sells 1986 - 1989
St. Joseph's Medical Center 1978 - 1986
Skills
Community Outreach, Fundraising, Non-profits, Leadership Development
Education
University of Southern California 1974 — 1978
Bachelor of Science (BSc), Biology
Leadership Education for Asian Pacifics, Inc. 1998 - Present
Sasaki Shishima & Company 1989 - 1998
Deloitte Haskins & Sells 1986 - 1989
St. Joseph's Medical Center 1978 - 1986
Skills
Community Outreach, Fundraising, Non-profits, Leadership Development
Education
University of Southern California 1974 — 1978
Bachelor of Science (BSc), Biology
Doug Rumbarger's Deloitte Haskins & Sells Experience June 1981 - July 1984
Job Looking for Next Career Opportunity
Industry Accounting
Experience
Waste Management, Inc. June 1984 - August 2012
Deloitte Haskins & Sells June 1981 - July 1984
Skills
Business Process..., Financial Accounting&..., Corporate and General..., Microsoft Excel, Microsoft Office, Process Improvement, Forecasting, Contract Negotiation, Change Management, Analysis, Risk Management, Internal Controls, Auditing, Budgets, Financial Analysis, Strategic Planning, Team Building, Account Management, Managerial Finance, Financial Reporting, Accounting, Leadership, Sarbanes-Oxley Act, Operations Management, General Ledger, Business Analysis, Business Planning
Education
Wright State University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
The Ohio State University 1971 — 1974
No Degree, Mechanical Engineering
Waste Management, Inc. June 1984 - August 2012
Deloitte Haskins & Sells June 1981 - July 1984
Skills
Business Process..., Financial Accounting&..., Corporate and General..., Microsoft Excel, Microsoft Office, Process Improvement, Forecasting, Contract Negotiation, Change Management, Analysis, Risk Management, Internal Controls, Auditing, Budgets, Financial Analysis, Strategic Planning, Team Building, Account Management, Managerial Finance, Financial Reporting, Accounting, Leadership, Sarbanes-Oxley Act, Operations Management, General Ledger, Business Analysis, Business Planning
Education
Wright State University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
The Ohio State University 1971 — 1974
No Degree, Mechanical Engineering
Angela Cuce's Deloitte Haskins & Sells Experience 1985 - 1987
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan Chase June 2008 - July 2009
Bear Stearns September 1989 - May 2008
Shearson Lehman Hutton October 1987 - September 1989
Deloitte Haskins & Sells 1985 - 1987
Education
Pace University - Lubin School of Business 1981 — 1985
JPMorgan Chase June 2008 - July 2009
Bear Stearns September 1989 - May 2008
Shearson Lehman Hutton October 1987 - September 1989
Deloitte Haskins & Sells 1985 - 1987
Education
Pace University - Lubin School of Business 1981 — 1985
Alex Kramer's Deloitte Haskins & Sells Experience September 1986 - September 1988
Job Sr. Executive Recruiter VP at Solo Management
Industry Financial Services
Experience
Solo Management Inc 1995 - Present
Deloitte, Haskins & Sells September 1986 - September 1988
Skills
Hedge Funds, Derivatives, Business Performance..., Trading, Middle Office, Securities, Bloomberg, Finance, Financial Markets, Banking, Equities, Financial Modeling, Electronic Trading, Valuation, Risk Management, Accounting, FX Options, Internal Audit, Financial Analysis, Trading Systems, Emerging Markets, Fixed Income, Financial Services, Investment Banking, Mutual Funds, Capital Markets, Settlement, Back Office
Education
Binghamton University - School of Management 1982 — 1986
BS - School of Managment, Accounting
Solo Management Inc 1995 - Present
Deloitte, Haskins & Sells September 1986 - September 1988
Skills
Hedge Funds, Derivatives, Business Performance..., Trading, Middle Office, Securities, Bloomberg, Finance, Financial Markets, Banking, Equities, Financial Modeling, Electronic Trading, Valuation, Risk Management, Accounting, FX Options, Internal Audit, Financial Analysis, Trading Systems, Emerging Markets, Fixed Income, Financial Services, Investment Banking, Mutual Funds, Capital Markets, Settlement, Back Office
Education
Binghamton University - School of Management 1982 — 1986
BS - School of Managment, Accounting
Bob Klaslo's Deloitte Haskins & Sells Experience 1976 - 1982
Job Controller at Hecht Trailers, LLC
Industry Accounting
Experience
Hecht Trailers, LLC April 2011 - Present
Central Brooklyn Medical Group, PC DBA Preferred Health Partners September 2001 - July 2009
Currently in the job market 2009 - 2009
HIP 1990 - 1992
Deloitte Haskins & Sells 1976 - 1982
Education
Saint Peter's University 1973 — 1977
Queen of Peace High School
Hecht Trailers, LLC April 2011 - Present
Central Brooklyn Medical Group, PC DBA Preferred Health Partners September 2001 - July 2009
Currently in the job market 2009 - 2009
HIP 1990 - 1992
Deloitte Haskins & Sells 1976 - 1982
Education
Saint Peter's University 1973 — 1977
Queen of Peace High School
Richard Laski's Deloitte Haskins & Sells Experience 1982 - 1984
Job Chief Restructuring Officer & Bankruptcy Trustee at Wilshire Partners of CA, LLC
Industry Executive Office
Experience
Wilshire Partners of CA, LLC March 2001 - Present
Wilshire Partners of CA, LLC March 2001 - Present
SYS Hospitality and S&S Hospitality September 2010 - September 2012
WMI and Subsidiaries November 2009 - September 2011
Jackson Corporation December 2008 - December 2010
We Care Transportation, Inc. September 2005 - August 2007
CNB International, Inc. March 1999 - May 2001
Clearing Niagara, Inc June 1993 - March 1999
KPMG Peat Marwick 1984 - 1990
Deloitte Haskins & Sells 1982 - 1984
Education
University of Notre Dame - Mendoza College of Business 1978 — 1982
BBA, Acounting
St Joseph Collegiate Institute 1973 — 1978
Wilshire Partners of CA, LLC March 2001 - Present
Wilshire Partners of CA, LLC March 2001 - Present
SYS Hospitality and S&S Hospitality September 2010 - September 2012
WMI and Subsidiaries November 2009 - September 2011
Jackson Corporation December 2008 - December 2010
We Care Transportation, Inc. September 2005 - August 2007
CNB International, Inc. March 1999 - May 2001
Clearing Niagara, Inc June 1993 - March 1999
KPMG Peat Marwick 1984 - 1990
Deloitte Haskins & Sells 1982 - 1984
Education
University of Notre Dame - Mendoza College of Business 1978 — 1982
BBA, Acounting
St Joseph Collegiate Institute 1973 — 1978
Janet Grange's Deloitte Haskins & Sells Experience October 1985 - August 1986
Job Associate Professor at Chicago State University
Industry Accounting
Experience
Chicago State University August 1989 - June 2014
UPI Local 4100 January 2000 - July 2011
Thomas E. Vaughn & Associates September 1989 - September 1993
Itel Corporation December 1988 - September 1989
Kraft Foods, Glenview, IL September 1986 - December 1988
Deloitte Haskins & Sells October 1985 - August 1986
Grant Thorton, Chicago, Illinois August 1983 - October 1985
Skills
Higher Education, Curriculum Design, Curriculum Development, Research, Educational Technology, E-Learning, Accounting, Microsoft Excel, University Teaching, Legal Research, Tax
Education
University of Illinois College of Law 1980 — 1983
Juris Doctor, University of Illinois College of Law
University of Illinois at Chicago 1976 — 1980
Bachelors of Science, Accounting
Chicago State University August 1989 - June 2014
UPI Local 4100 January 2000 - July 2011
Thomas E. Vaughn & Associates September 1989 - September 1993
Itel Corporation December 1988 - September 1989
Kraft Foods, Glenview, IL September 1986 - December 1988
Deloitte Haskins & Sells October 1985 - August 1986
Grant Thorton, Chicago, Illinois August 1983 - October 1985
Skills
Higher Education, Curriculum Design, Curriculum Development, Research, Educational Technology, E-Learning, Accounting, Microsoft Excel, University Teaching, Legal Research, Tax
Education
University of Illinois College of Law 1980 — 1983
Juris Doctor, University of Illinois College of Law
University of Illinois at Chicago 1976 — 1980
Bachelors of Science, Accounting
Eric Keibler's Deloitte Haskins & Sells Experience 1983 - 1987
Job Instructor Trainer Trainer at International Association of Nitrox & Technical Divers
Industry Professional Training & Coaching
Experience
International Association of Nitrox & Technical Divers 1992 - Present
Oceanic Ventures, Inc. 1990 - Present
Scuba Schools International 1986 - Present
Atlantic Pools, Inc. 1990 - 1996
Dental World 1992 - 1993
Baker & Botts 1987 - 1992
Deloitte Haskins & Sells 1983 - 1987
Skills
Strategic Planning, Public Speaking, Public Relations, Account Management, Scuba Diving, Management Consulting, Budgets, Diving, Sales, Teaching, Technical Writing, Process Scheduler, Coaching, Team Building, Budgeting, Presentation Development, Accounting, Technical Training, Computer Graphics, Strategic Consulting, Process Consulting, Software Consulting, Sports, Leadership, Staff Development, Management, Marketing Strategy, Training, Small Business, Social Media, Social Media Marketing, Event Management
Education
Texas Tech University 1979 — 1983
BBA, Accounting
Permian High School 1976 — 1979
International Association of Nitrox & Technical Divers 1992 - Present
Oceanic Ventures, Inc. 1990 - Present
Scuba Schools International 1986 - Present
Atlantic Pools, Inc. 1990 - 1996
Dental World 1992 - 1993
Baker & Botts 1987 - 1992
Deloitte Haskins & Sells 1983 - 1987
Skills
Strategic Planning, Public Speaking, Public Relations, Account Management, Scuba Diving, Management Consulting, Budgets, Diving, Sales, Teaching, Technical Writing, Process Scheduler, Coaching, Team Building, Budgeting, Presentation Development, Accounting, Technical Training, Computer Graphics, Strategic Consulting, Process Consulting, Software Consulting, Sports, Leadership, Staff Development, Management, Marketing Strategy, Training, Small Business, Social Media, Social Media Marketing, Event Management
Education
Texas Tech University 1979 — 1983
BBA, Accounting
Permian High School 1976 — 1979
Gary Brownell's Deloitte Haskins & Sells Experience 1976 - 1985
Job Nonprofit Executive
Industry Nonprofit Organization Management
Experience
American Mathematical Society November 1985 - June 2010
Deloitte Haskins & Sells 1976 - 1985
USAF March 1970 - June 1973
Skills
Fundraising, Non-profits, Editing, Event Planning, Strategic Planning, Project Management, Publishing, Program Development, Volunteer Management, Project Planning, Analysis, Nonprofits, Community Outreach, Research, Contract Negotiation, Team Leadership, Grant Writing, Program Management, Social Media, Public Relations, Philanthropy
Education
University of Rhode Island - College of Business Administration 1973 — 1976
MS, Accounting
University at Buffalo 1964 — 1968
BA, English
American Mathematical Society November 1985 - June 2010
Deloitte Haskins & Sells 1976 - 1985
USAF March 1970 - June 1973
Skills
Fundraising, Non-profits, Editing, Event Planning, Strategic Planning, Project Management, Publishing, Program Development, Volunteer Management, Project Planning, Analysis, Nonprofits, Community Outreach, Research, Contract Negotiation, Team Leadership, Grant Writing, Program Management, Social Media, Public Relations, Philanthropy
Education
University of Rhode Island - College of Business Administration 1973 — 1976
MS, Accounting
University at Buffalo 1964 — 1968
BA, English
Barbara Himes Cervay's Deloitte Haskins & Sells Experience May 1972 - 1975
Job Owner, Barbara Himes Cervay, CPA
Industry Accounting
Experience
Barbara Himes Cervay, CPA CPABarbara Cervay, CPA1995 - Present
Barbara Himes Cervay, CPA 1990 - Present
University of Dayton 1976 - 1980
Mead Corporation 1975 - 1976
Deloitte Haskins & Sells May 1972 - 1975
Skills
Tax Planning/preparation, Small business setup ,..., Corporate Tax, Small Business, Tax, Accounting, Trusts, Financial Reporting, Tax Preparation, Business, Auditing, QuickBooks, Estate Law, Tax Returns, General Ledger, CPA, Income Tax, Sales Tax
Education
University of Dayton 1978 — 1982
MBA
University of Dayton 1968 — 1972
BS, Accounting, Business
Barbara Himes Cervay, CPA CPABarbara Cervay, CPA1995 - Present
Barbara Himes Cervay, CPA 1990 - Present
University of Dayton 1976 - 1980
Mead Corporation 1975 - 1976
Deloitte Haskins & Sells May 1972 - 1975
Skills
Tax Planning/preparation, Small business setup ,..., Corporate Tax, Small Business, Tax, Accounting, Trusts, Financial Reporting, Tax Preparation, Business, Auditing, QuickBooks, Estate Law, Tax Returns, General Ledger, CPA, Income Tax, Sales Tax
Education
University of Dayton 1978 — 1982
MBA
University of Dayton 1968 — 1972
BS, Accounting, Business
Judd McLaughlin's Deloitte Haskins & Sells Experience September 1986 - November 1988
Job Capaldi Reynolds & Pelosi, P.A. Senior Principal
Industry Accounting
Experience
Capaldi Reynolds & Pelosi, P.A. November 2012 - Present
Morowitz & Company, LLC January 1996 - November 2012
Harrah's Entertainment 1993 - 1996
Grant Thornton LLP June 1991 - July 1993
KPMG Peat Marwich November 1988 - June 1991
Deloitte Haskins & Sells September 1986 - November 1988
Skills
Tax, Mergers & Acquisitions, Accounting, Real Estate, Corporate Tax, Training, Income Tax, QuickBooks, Due Diligence, Financial Reporting, Payroll, CPA, General Ledger, Financial Analysis, Time Management, Small Business, Tax Research, Tax Returns, Financial Accounting, Internal Controls, Auditing, Investor-owned Real...
Education
University of Richmond 1982 — 1986
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS) - Business Administration, Accounting
Capaldi Reynolds & Pelosi, P.A. November 2012 - Present
Morowitz & Company, LLC January 1996 - November 2012
Harrah's Entertainment 1993 - 1996
Grant Thornton LLP June 1991 - July 1993
KPMG Peat Marwich November 1988 - June 1991
Deloitte Haskins & Sells September 1986 - November 1988
Skills
Tax, Mergers & Acquisitions, Accounting, Real Estate, Corporate Tax, Training, Income Tax, QuickBooks, Due Diligence, Financial Reporting, Payroll, CPA, General Ledger, Financial Analysis, Time Management, Small Business, Tax Research, Tax Returns, Financial Accounting, Internal Controls, Auditing, Investor-owned Real...
Education
University of Richmond 1982 — 1986
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS) - Business Administration, Accounting
Tom Siler's Deloitte Haskins & Sells Experience January 1979 - May 1987
Job Vice President Finance at Epes Logistics Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
Epes Logistics Services, Inc. October 2005 - Present
Billings Transportation Group May 1987 - October 2005
Deloitte Haskins & Sells January 1979 - May 1987
Skills
LTL, Supply Chain Management, Transportation..., Freight, Trucking, Transportation, Truckload, Logistics, 3PL, Shipping, Freight Forwarding, Container, Air Freight, Warehousing, Operations Management
Education
University of North Carolina at Chapel Hill 1976 — 1978
BS, Business/ Accounting
Epes Logistics Services, Inc. October 2005 - Present
Billings Transportation Group May 1987 - October 2005
Deloitte Haskins & Sells January 1979 - May 1987
Skills
LTL, Supply Chain Management, Transportation..., Freight, Trucking, Transportation, Truckload, Logistics, 3PL, Shipping, Freight Forwarding, Container, Air Freight, Warehousing, Operations Management
Education
University of North Carolina at Chapel Hill 1976 — 1978
BS, Business/ Accounting
Ken Everett's Deloitte Haskins & Sells Experience October 1970 - July 1986
Job Partner at Seiler LLP, specializing in tax services for high net worth families and individuals, trusts and businesses
Industry Accounting
Experience
Seiler LLP 1993 - Present
Everet & Associates, CPA August 1986 - June 1993
Deloitte Haskins & Sells October 1970 - July 1986
Skills
Estate Planning, Trusts, Management Consulting, Corporate Tax, Non-profits, Income Tax, Partnership Taxation, Estate Tax Planning, Mergers & Acquisitions
Education
University of California, Berkeley
BS, Accounting
University of California, Hastings College of the Law
JD, Law
Seiler LLP 1993 - Present
Everet & Associates, CPA August 1986 - June 1993
Deloitte Haskins & Sells October 1970 - July 1986
Skills
Estate Planning, Trusts, Management Consulting, Corporate Tax, Non-profits, Income Tax, Partnership Taxation, Estate Tax Planning, Mergers & Acquisitions
Education
University of California, Berkeley
BS, Accounting
University of California, Hastings College of the Law
JD, Law
Brian Kells-Murphy's Deloitte Haskins & Sells Experience 1980 - 1981
Job Accounting Manager at Xerox
Industry Business Supplies and Equipment
Experience
Xerox June 1985 - Present
Cheesebrough-Pond's 1981 - 1984
Deloitte Haskins & Sells 1980 - 1981
Skills
Financial Analysis, Account Management, Financial Reporting, Program Management, Process Improvement, General Ledger, Outsourcing, Customer Service, Business Process..., Cross-functional Team..., Analysis, Sarbanes-Oxley Act, Forecasting, Business Planning, Accounting, Account Reconciliation
Education
The University of Connecticut 1973 — 1977
BS, Accounting
Xerox June 1985 - Present
Cheesebrough-Pond's 1981 - 1984
Deloitte Haskins & Sells 1980 - 1981
Skills
Financial Analysis, Account Management, Financial Reporting, Program Management, Process Improvement, General Ledger, Outsourcing, Customer Service, Business Process..., Cross-functional Team..., Analysis, Sarbanes-Oxley Act, Forecasting, Business Planning, Accounting, Account Reconciliation
Education
The University of Connecticut 1973 — 1977
BS, Accounting
Ted Langley's Deloitte Haskins & Sells Experience June 1983 - June 1986
Job Tax Controversy and Forensic Accounting Services
Industry Accounting
Experience
Self Employed March 2014 - Present
HealthSouth June 2005 - February 2014
Ted Langley CPA September 1998 - May 2005
QMS 1992 - 1996
Blount 1986 - 1991
Deloitte, Haskins & Sells June 1983 - June 1986
IRS January 1980 - June 1983
Skills
Accounting, Tax, Auditing, Forensic Accounting, Financial Reporting, Income Tax, Tax Accounting, Corporate Tax, SEC filings, Valuation, GAAP, Tax Research, Internal Controls, Fixed Assets, Tax Preparation, Sarbanes-Oxley Act, Financial Analysis
Education
Auburn University at Montgomery 1976 — 1979
BS, Accounting
Self Employed March 2014 - Present
HealthSouth June 2005 - February 2014
Ted Langley CPA September 1998 - May 2005
QMS 1992 - 1996
Blount 1986 - 1991
Deloitte, Haskins & Sells June 1983 - June 1986
IRS January 1980 - June 1983
Skills
Accounting, Tax, Auditing, Forensic Accounting, Financial Reporting, Income Tax, Tax Accounting, Corporate Tax, SEC filings, Valuation, GAAP, Tax Research, Internal Controls, Fixed Assets, Tax Preparation, Sarbanes-Oxley Act, Financial Analysis
Education
Auburn University at Montgomery 1976 — 1979
BS, Accounting
John Regan's Deloitte Haskins & Sells Experience August 1985 - August 1988
Job Managing Director, CFO Reinsurance Americas at Swiss Re America Holding Corporation
Industry Insurance
Experience
Swiss Re America Holding Corporation September 2014 - Present
General Reinsurance Corporation January 2011 - March 2014
General Reinsurance Corporation January 2006 - December 2010
General Reinsurance Corporation June 2003 - January 2006
General Re Securities February 1998 - June 2003
Lehman Brothers Holdings Inc. May 1994 - February 1998
Lehman Brothers Holdings Inc. August 1991 - May 1994
First City Industries, Inc. August 1988 - August 1991
Deloitte Haskins & Sells August 1985 - August 1988
Skills
Financial Analysis, Financial Reporting, Treasury Management, Investments, Asset / Liability..., Finance, Capital Management, Change Management, CPA, Financial Planning and..., Underwriting, Financial Accounting, Strategic Financial..., Managerial Finance, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Financial Planning, Accounting, Insurance
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Swiss Re America Holding Corporation September 2014 - Present
General Reinsurance Corporation January 2011 - March 2014
General Reinsurance Corporation January 2006 - December 2010
General Reinsurance Corporation June 2003 - January 2006
General Re Securities February 1998 - June 2003
Lehman Brothers Holdings Inc. May 1994 - February 1998
Lehman Brothers Holdings Inc. August 1991 - May 1994
First City Industries, Inc. August 1988 - August 1991
Deloitte Haskins & Sells August 1985 - August 1988
Skills
Financial Analysis, Financial Reporting, Treasury Management, Investments, Asset / Liability..., Finance, Capital Management, Change Management, CPA, Financial Planning and..., Underwriting, Financial Accounting, Strategic Financial..., Managerial Finance, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Financial Planning, Accounting, Insurance
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
David Rudder's Deloitte Haskins & Sells Experience January 1983 - November 1984
Job Assistant Controller at Peruvian Connection
Industry Retail
Experience
Peruvian Connection November 2004 - Present
Resources Connection June 2004 - November 2004
Florida College November 2000 - December 2003
Various Companies March 1997 - November 2000
Sprint March 1988 - February 1997
Mize Houser & Compary December 1984 - December 1985
Deloitte Haskins & Sells January 1983 - November 1984
Skills
Accounting, Accounts Payable
Education
University of Arkansas 1986 — 1987
MBA, Diversified Electives
University of Missouri-Kansas City 1981 — 1982
MS - Actg, Accounting
University of Missouri-Kansas City 1977 — 1981
BS - Actg, Accounting
Peruvian Connection November 2004 - Present
Resources Connection June 2004 - November 2004
Florida College November 2000 - December 2003
Various Companies March 1997 - November 2000
Sprint March 1988 - February 1997
Mize Houser & Compary December 1984 - December 1985
Deloitte Haskins & Sells January 1983 - November 1984
Skills
Accounting, Accounts Payable
Education
University of Arkansas 1986 — 1987
MBA, Diversified Electives
University of Missouri-Kansas City 1981 — 1982
MS - Actg, Accounting
University of Missouri-Kansas City 1977 — 1981
BS - Actg, Accounting
Matthew Polczynski, CPA's Deloitte Haskins & Sells Experience January 1980 - June 1984
Job Accounting & Finance Professional
Industry Accounting
Experience
Engineered Fluid, Inc. November 1999 - December 2008
Farrar Oil Company August 1984 - November 1999
Deloitte Haskins & Sells January 1980 - June 1984
Education
McKendree University 2010 — 2011
MBA, Business Administration
Southern Illinois University, Carbondale 1976 — 1979
B.S., Accounting
Engineered Fluid, Inc. November 1999 - December 2008
Farrar Oil Company August 1984 - November 1999
Deloitte Haskins & Sells January 1980 - June 1984
Education
McKendree University 2010 — 2011
MBA, Business Administration
Southern Illinois University, Carbondale 1976 — 1979
B.S., Accounting
Rod Young, CPA/PFS, CFP®'s Deloitte Haskins & Sells Experience January 1986 - October 1987
Job Senior Vice President at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors October 2008 - Present
Andesa Strategies, Inc. October 1987 - October 2008
Deloitte Haskins & Sells January 1986 - October 1987
Skills
Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Executive Benefits, Corporate Benefits, Education Planning, Certified Public..., Certified Financial..., Personal Financial..., Wealth Management
Education
Penn State University 1983 — 1986
B.S., Accounting
Valley National Financial Advisors October 2008 - Present
Andesa Strategies, Inc. October 1987 - October 2008
Deloitte Haskins & Sells January 1986 - October 1987
Skills
Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Executive Benefits, Corporate Benefits, Education Planning, Certified Public..., Certified Financial..., Personal Financial..., Wealth Management
Education
Penn State University 1983 — 1986
B.S., Accounting
Nicole D. Perry, CPA's Deloitte Haskins & Sells Experience October 1987 - October 1990
Job Vice President of Finance at Apellis Pharmaceuticals
Industry Accounting
Experience
Apellis Pharmaceuticals, Inc. April 2015 - Present
Nicole D. Perry, CPA August 2000 - Present
AAF-McQuay Incorporated April 1999 - August 2000
Perennial Health Systems, Inc June 1997 - April 1999
PricewaterhouseCoopers LLP October 1990 - June 1997
Atelier International March 1993 - February 1994
Deloitte Haskins & Sells October 1987 - October 1990
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Due Diligence, Business Advisory, Financial Forecasting, Budgets, Risk Management, Financial Audits, Financial Analysis, Internal Audit, Finance, Audit, Budgeting, Tax, Financial Statements
Education
University of Oklahoma 1984 — 1987
BBA, Accounting, with Distinction
Bakersfield College 1982 — 1984
AA, Liberal Arts
Apellis Pharmaceuticals, Inc. April 2015 - Present
Nicole D. Perry, CPA August 2000 - Present
AAF-McQuay Incorporated April 1999 - August 2000
Perennial Health Systems, Inc June 1997 - April 1999
PricewaterhouseCoopers LLP October 1990 - June 1997
Atelier International March 1993 - February 1994
Deloitte Haskins & Sells October 1987 - October 1990
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Due Diligence, Business Advisory, Financial Forecasting, Budgets, Risk Management, Financial Audits, Financial Analysis, Internal Audit, Finance, Audit, Budgeting, Tax, Financial Statements
Education
University of Oklahoma 1984 — 1987
BBA, Accounting, with Distinction
Bakersfield College 1982 — 1984
AA, Liberal Arts
Tim O'Neill CPA's Deloitte Haskins & Sells Experience September 1984 - September 1986
Job VP Finance Hudson Bay Company
Industry Retail
Experience
Hudson's Bay Company May 2013 - Present
Hudson's Bay Company May 2012 - May 2013
Lord & Taylor March 2009 - May 2012
Lord & Taylor September 2007 - March 2009
Homestar Mortgage Services Corp/aka/Opteum Financial Services March 1999 - September 2007
First Town Mortgage Corporation July 1991 - March 1999
Douglas Elliman Gibbons & Ives September 1986 - July 1991
Deloitte Haskins & Sells September 1984 - September 1986
M. Grumbacher Inc (Manufacturer) September 1980 - September 1984
Skills
Retail, Financial Analysis, Financial Reporting, Team Building, Strategic Financial..., Forecasting, Microsoft Excel, Accounting, Budgets, Internal Audit, Access, Sarbanes-Oxley Act, Loans, Management, Financial Accounting, Income Statement, Credit, General Ledger, Due Diligence, Microsoft Word, Microsoft Office, Risk Management, Finance, Strategic Planning, Time Management, Internal Controls, Auditing, Cash Management, Analysis, Banking, Financial Modeling, Leadership, IFRS, US GAAP, Payroll, Cash Flow Forecasting, Financial Forecasting, Cash Flow, Managerial Finance, Account Reconciliation, Accounts Payable, Variance Analysis, P&L, Financial Planning
Education
Pace University-Pleasantville/Briarcliff Campus 1977 — 1980
BBA, Accounting
Hudson's Bay Company May 2013 - Present
Hudson's Bay Company May 2012 - May 2013
Lord & Taylor March 2009 - May 2012
Lord & Taylor September 2007 - March 2009
Homestar Mortgage Services Corp/aka/Opteum Financial Services March 1999 - September 2007
First Town Mortgage Corporation July 1991 - March 1999
Douglas Elliman Gibbons & Ives September 1986 - July 1991
Deloitte Haskins & Sells September 1984 - September 1986
M. Grumbacher Inc (Manufacturer) September 1980 - September 1984
Skills
Retail, Financial Analysis, Financial Reporting, Team Building, Strategic Financial..., Forecasting, Microsoft Excel, Accounting, Budgets, Internal Audit, Access, Sarbanes-Oxley Act, Loans, Management, Financial Accounting, Income Statement, Credit, General Ledger, Due Diligence, Microsoft Word, Microsoft Office, Risk Management, Finance, Strategic Planning, Time Management, Internal Controls, Auditing, Cash Management, Analysis, Banking, Financial Modeling, Leadership, IFRS, US GAAP, Payroll, Cash Flow Forecasting, Financial Forecasting, Cash Flow, Managerial Finance, Account Reconciliation, Accounts Payable, Variance Analysis, P&L, Financial Planning
Education
Pace University-Pleasantville/Briarcliff Campus 1977 — 1980
BBA, Accounting
Gary Zuchelli's Deloitte Haskins & Sells Experience 1976 - 1979
Job Finance & Accounting Professional
Industry Accounting
Experience
Kennametal Inc. January 1982 - June 2009
Deloitte Haskins & Sells 1976 - 1979
Skills
Forecasting, Financial Reporting, Mergers, Internal Controls
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1986
MBA, Finance
Kennametal Inc. January 1982 - June 2009
Deloitte Haskins & Sells 1976 - 1979
Skills
Forecasting, Financial Reporting, Mergers, Internal Controls
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1986
MBA, Finance
Robert Vachon's Deloitte Haskins & Sells Experience 1980 - 1983
Job CFO
Industry Banking
Experience
Northmark Bank September 1987 - Present
Exeter Banking Company 1986 - 1987
Arlington Trust Co 1983 - 1986
Deloitte Haskins & Sells 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1977 — 1980
BS, Economics, Accounting
Northmark Bank September 1987 - Present
Exeter Banking Company 1986 - 1987
Arlington Trust Co 1983 - 1986
Deloitte Haskins & Sells 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1977 — 1980
BS, Economics, Accounting
Rakesh Magodia's Deloitte Haskins & Sells Experience August 1996 - 2005
Job Director, IPO and Technical Accounting at Acilon Consulting
Industry Accounting
Experience
Acilon Consulting September 2015 - Present
VeriFone April 2014 - September 2015
Deloitte & Touche, San Jose, CA August 2010 - March 2014
Deloitte & Touche - San Jose, CA December 2005 - August 2010
Deloitte Haskins & Sells August 1996 - 2005
Skills
US GAAP, External Audit, Financial Reporting, Revenue Recognition, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Accounting, Big 4, Financial Analysis, Internal Audit, CPA, IFRS, GAAP
Education
Certified Public Accountant 2007 — 2009
CPA, Accounting and Auditing
The Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountancy
University of Mumbai 1993 — 1996
Bachelor of Commerce, Accounting
Don Bosco High School, Mumbai
Acilon Consulting September 2015 - Present
VeriFone April 2014 - September 2015
Deloitte & Touche, San Jose, CA August 2010 - March 2014
Deloitte & Touche - San Jose, CA December 2005 - August 2010
Deloitte Haskins & Sells August 1996 - 2005
Skills
US GAAP, External Audit, Financial Reporting, Revenue Recognition, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Accounting, Big 4, Financial Analysis, Internal Audit, CPA, IFRS, GAAP
Education
Certified Public Accountant 2007 — 2009
CPA, Accounting and Auditing
The Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountancy
University of Mumbai 1993 — 1996
Bachelor of Commerce, Accounting
Don Bosco High School, Mumbai
Kirby Tyndall's Deloitte Haskins & Sells Experience June 1986 - June 1989
Job EVP & CFO at Asheville Savings Bank
Industry Accounting
Experience
Asheville Savings Bank (ASB Bancorp, Inc.) September 2010 - Present
Bank of Granite (Bank of Granite Corporation) June 1997 - July 2009
First Bank (First Bancorp) June 1989 - July 1997
Deloitte, Haskins & Sells June 1986 - June 1989
J.H. Hanchrow, CPA, PA May 1980 - June 1986
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Cash Management, Financial Accounting, SEC filings, Auditing, Managerial Finance, CPA, GAAP, Mergers
Education
Lenoir-Rhyne University 2003 — 2007
MBA
North Carolina School of Banking
Advanced Management Program
Barton College 1977 — 1981
Bachelor of Science, Accounting
Asheville Savings Bank (ASB Bancorp, Inc.) September 2010 - Present
Bank of Granite (Bank of Granite Corporation) June 1997 - July 2009
First Bank (First Bancorp) June 1989 - July 1997
Deloitte, Haskins & Sells June 1986 - June 1989
J.H. Hanchrow, CPA, PA May 1980 - June 1986
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Cash Management, Financial Accounting, SEC filings, Auditing, Managerial Finance, CPA, GAAP, Mergers
Education
Lenoir-Rhyne University 2003 — 2007
MBA
North Carolina School of Banking
Advanced Management Program
Barton College 1977 — 1981
Bachelor of Science, Accounting
Michael B McGrath CPA's Deloitte Haskins & Sells Experience 1986 - 1988
Job Principal, Michael B McGrath CPA
Industry Accounting
Experience
Deloitte Haskins & Sells 1986 - 1988
Deloitte Haskins & Sells September 1984 - 1986
Skills
Finance, Inventory Management, Tax Preparation, Bookkeeping, Tax, Accounting, Financial Accounting, Accounts Payable, Payroll Taxes, General Ledger, Financial Reporting, Account Reconciliation, Real Estate
Education
Long Island University CW Post Campus 1986 — 1989
MS, Taxation
Pace University - Lubin School of Business 1980 — 1984
BBA, Accounting
Deloitte Haskins & Sells 1986 - 1988
Deloitte Haskins & Sells September 1984 - 1986
Skills
Finance, Inventory Management, Tax Preparation, Bookkeeping, Tax, Accounting, Financial Accounting, Accounts Payable, Payroll Taxes, General Ledger, Financial Reporting, Account Reconciliation, Real Estate
Education
Long Island University CW Post Campus 1986 — 1989
MS, Taxation
Pace University - Lubin School of Business 1980 — 1984
BBA, Accounting
Steve Eisenstein's Deloitte Haskins & Sells Experience 1985 - 1988
Job Chief Financial Officer at ACI Clinical
Industry Pharmaceuticals
Experience
ACI Clinical April 2014 - Present
eResearch Technology April 2000 - April 2014
UGI Corporation April 1994 - April 2000
Silo, Inc October 1989 - April 1994
West Coast Video 1988 - 1989
Deloitte Haskins & Sells 1985 - 1988
Skills
Strategic Planning, Financial Reporting, Forecasting, SOX, SEC reporting, Accounting, Auditing, Budgets, Finance, Financial Analysis, GAAP, Internal Controls, Leadership, Management, Mergers, Pharmaceutical Industry, Process Improvement, SEC Filings, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania 1981 — 1985
BSE, Accounting
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Accounting
Metuchen High School
Metuchen High School
Metuchen High School
Metuchen High School
ACI Clinical April 2014 - Present
eResearch Technology April 2000 - April 2014
UGI Corporation April 1994 - April 2000
Silo, Inc October 1989 - April 1994
West Coast Video 1988 - 1989
Deloitte Haskins & Sells 1985 - 1988
Skills
Strategic Planning, Financial Reporting, Forecasting, SOX, SEC reporting, Accounting, Auditing, Budgets, Finance, Financial Analysis, GAAP, Internal Controls, Leadership, Management, Mergers, Pharmaceutical Industry, Process Improvement, SEC Filings, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania 1981 — 1985
BSE, Accounting
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Accounting
Metuchen High School
Metuchen High School
Metuchen High School
Metuchen High School
Garrison DeLee's Deloitte Haskins & Sells Experience 1978 - 1981
Job at Prospect Medical Holdings, Inc.
Industry Legal Services
Experience
Prospect Medical Holdings, Inc. June 2015 - Present
Prospect Medical Holdings, Inc. June 2010 - May 2015
Skadden Arps May 1997 - May 2010
First Data Corporation 1996 - 1997
Cadwalader, Wickersham & Taft LLP 1994 - 1996
Baker & McKenzie 1992 - 1994
Donovan Leisure Newton & Irvine 1987 - 1992
Deloitte Haskins + Sells 1978 - 1981
Skills
CPA, Healthcare, Mergers, Corporate Law, Joint Ventures, Litigation Support, Litigation Management, Securities Litigation, Intellectual Property, Litigation, Commercial Litigation, Bankruptcy, Legal Assistance, Mergers & Acquisitions, Legal Research
Education
University of Southern California Law School 1981 — 1984
JD, Law, Order of the Coif
University of Southern California 1982 — 1984
Master's Degree, Taxation
University of California, Berkeley 1974 — 1978
BS, Accounting, Summa Cum Laude
Prospect Medical Holdings, Inc. June 2015 - Present
Prospect Medical Holdings, Inc. June 2010 - May 2015
Skadden Arps May 1997 - May 2010
First Data Corporation 1996 - 1997
Cadwalader, Wickersham & Taft LLP 1994 - 1996
Baker & McKenzie 1992 - 1994
Donovan Leisure Newton & Irvine 1987 - 1992
Deloitte Haskins + Sells 1978 - 1981
Skills
CPA, Healthcare, Mergers, Corporate Law, Joint Ventures, Litigation Support, Litigation Management, Securities Litigation, Intellectual Property, Litigation, Commercial Litigation, Bankruptcy, Legal Assistance, Mergers & Acquisitions, Legal Research
Education
University of Southern California Law School 1981 — 1984
JD, Law, Order of the Coif
University of Southern California 1982 — 1984
Master's Degree, Taxation
University of California, Berkeley 1974 — 1978
BS, Accounting, Summa Cum Laude
Donald Lafler's Deloitte Haskins & Sells Experience 1981 - 1987
Job Volunteer
Industry Banking
Experience
Various Non Profit organizations March 2011 - Present
Pacific Capital Bancorp July 2010 - March 2011
Pacific Capital Bancorp January 2010 - August 2010
Various April 2006 - January 2010
Pacific Capital Bancorp September 1987 - April 2006
Deloitte Haskins & Sells 1981 - 1987
Education
University of California, Santa Barbara 1967 — 1969
MA, Philosophy
Various Non Profit organizations March 2011 - Present
Pacific Capital Bancorp July 2010 - March 2011
Pacific Capital Bancorp January 2010 - August 2010
Various April 2006 - January 2010
Pacific Capital Bancorp September 1987 - April 2006
Deloitte Haskins & Sells 1981 - 1987
Education
University of California, Santa Barbara 1967 — 1969
MA, Philosophy
Carey Read's Deloitte Haskins & Sells Experience 1984 - 1986
Job Vice President Finance at Contempora Fabrics, Inc.
Industry Textiles
Experience
Contempora Fabrics, Inc. 2003 - Present
Southeastern Regional Medical Center 1998 - 2003
United Carolina Bank 1986 - 1998
Deloitte Haskins & Sells 1984 - 1986
Skills
Microsoft Excel, Bookkeeping, Microsoft Office, Microsoft Word, Business Planning, Research, Budgets, Accounting, Financial Reporting, Business Strategy, Forecasting, Financial Accounting, Financial Analysis, Project Management, Account Reconciliation, Managerial Finance, Accounts Payable
Education
University of North Carolina at Chapel Hill 1979 — 1984
BS-Accounting, Accounting and Finance
Contempora Fabrics, Inc. 2003 - Present
Southeastern Regional Medical Center 1998 - 2003
United Carolina Bank 1986 - 1998
Deloitte Haskins & Sells 1984 - 1986
Skills
Microsoft Excel, Bookkeeping, Microsoft Office, Microsoft Word, Business Planning, Research, Budgets, Accounting, Financial Reporting, Business Strategy, Forecasting, Financial Accounting, Financial Analysis, Project Management, Account Reconciliation, Managerial Finance, Accounts Payable
Education
University of North Carolina at Chapel Hill 1979 — 1984
BS-Accounting, Accounting and Finance
Robert Tracy's Deloitte Haskins & Sells Experience August 1988 - August 1990
Job Brahman Capital
Industry Investment Management
Experience
Brahman Capital July 2008 - Present
Kynikos Associates January 2004 - June 2008
Grant's Investor / Apogee Research May 2000 - December 2003
Kansas University Endowment Association January 1995 - January 2000
University of Kansas January 1993 - January 1995
KCMO School District November 1992 - January 1993
Schehrer, Harrod, and Bennett September 1990 - November 1992
Deloitte Haskins & Sells August 1988 - August 1990
Skills
Hedge Funds, Equities, Asset Management, Valuation, Bloomberg, Financial Modeling, Equity Research, Investments, Portfolio Management, Financial Analysis, Investment Management, Short Sales, Forensic Accounting
Education
University of Kansas - Graduate School of Business 1994 — 1998
MBA, MBA
University of Kansas 1984 — 1988
BS, Accounting
Brahman Capital July 2008 - Present
Kynikos Associates January 2004 - June 2008
Grant's Investor / Apogee Research May 2000 - December 2003
Kansas University Endowment Association January 1995 - January 2000
University of Kansas January 1993 - January 1995
KCMO School District November 1992 - January 1993
Schehrer, Harrod, and Bennett September 1990 - November 1992
Deloitte Haskins & Sells August 1988 - August 1990
Skills
Hedge Funds, Equities, Asset Management, Valuation, Bloomberg, Financial Modeling, Equity Research, Investments, Portfolio Management, Financial Analysis, Investment Management, Short Sales, Forensic Accounting
Education
University of Kansas - Graduate School of Business 1994 — 1998
MBA, MBA
University of Kansas 1984 — 1988
BS, Accounting
Jeff Samuels's Deloitte Haskins & Sells Experience January 1984 - June 1987
Job VP/CFO at Morris Multimedia
Industry
Experience
Morris Technology 2005 - Present
Morris Multimedia July 2000 - Present
Jepson & Associates April 1999 - July 2000
Kuhlman Corporation May 1993 - April 1999
Burns Aerospace Corporation April 1989 - May 1993
The Jepson Corporation June 1987 - April 1989
Deloitte Haskins & Sells January 1984 - June 1987
Skills
Finance, Risk Management, Due Diligence, Treasury, Corporate Finance, Tax, Strategic Planning, Revenue Recognition, Working Capital..., Start-ups, Managerial Finance, Auditing, Accounting, Human Resources, Management, Investments, SEC filings, Budgets, Business Development, Leadership, Acquisition Integration
Education
University of Illinois at Urbana-Champaign 1981 — 1983
Bachelor of Science (BS), Accountancy, High Honors
College of Lake County 1979 — 1981
Associate of Science, Business, High Honors
Morris Technology 2005 - Present
Morris Multimedia July 2000 - Present
Jepson & Associates April 1999 - July 2000
Kuhlman Corporation May 1993 - April 1999
Burns Aerospace Corporation April 1989 - May 1993
The Jepson Corporation June 1987 - April 1989
Deloitte Haskins & Sells January 1984 - June 1987
Skills
Finance, Risk Management, Due Diligence, Treasury, Corporate Finance, Tax, Strategic Planning, Revenue Recognition, Working Capital..., Start-ups, Managerial Finance, Auditing, Accounting, Human Resources, Management, Investments, SEC filings, Budgets, Business Development, Leadership, Acquisition Integration
Education
University of Illinois at Urbana-Champaign 1981 — 1983
Bachelor of Science (BS), Accountancy, High Honors
College of Lake County 1979 — 1981
Associate of Science, Business, High Honors
Scott Brian Clark's Deloitte Haskins & Sells Experience 1984 - 1988
Job Partner
Industry Law Practice
Experience
Dentons March 2008 - Present
PwC 1997 - 1999
GTE Corporation 1988 - 1997
Deloitte Haskins + Sells 1984 - 1988
Skills
Corporate Governance, Tax, Litigation, Tax Law, State Tax, Property Tax, CPA, Due Diligence, Income Tax, Mergers & Acquisitions, International Tax, Commercial Litigation, Corporate Law, Legal Research, US Tax, Finance, Appeals, Corporate Tax, Tax Research, Tax Advisory, Auditing, Trusts, Transfer Pricing, Cross-border..., Partnership Taxation, Restructuring
Education
Pace University School of Law
Doctor of Law (J.D.), Law
Quinnipiac University
Master of Laws (LL.M.), Taxation
The George Washington University
Bachelor of Business Administration (B.B.A.), Accounting
Dentons March 2008 - Present
PwC 1997 - 1999
GTE Corporation 1988 - 1997
Deloitte Haskins + Sells 1984 - 1988
Skills
Corporate Governance, Tax, Litigation, Tax Law, State Tax, Property Tax, CPA, Due Diligence, Income Tax, Mergers & Acquisitions, International Tax, Commercial Litigation, Corporate Law, Legal Research, US Tax, Finance, Appeals, Corporate Tax, Tax Research, Tax Advisory, Auditing, Trusts, Transfer Pricing, Cross-border..., Partnership Taxation, Restructuring
Education
Pace University School of Law
Doctor of Law (J.D.), Law
Quinnipiac University
Master of Laws (LL.M.), Taxation
The George Washington University
Bachelor of Business Administration (B.B.A.), Accounting
John J McNamee, CPA's Deloitte Haskins & Sells Experience June 1974 - October 1984
Job Accounting Professional
Industry Accounting
Experience
Sansiveri, Kimball & Co., L.L.P. November 1984 - January 2010
Deloitte Haskins & Sells June 1974 - October 1984
Education
Providence College 1970 — 1974
BS, Accounting
Sansiveri, Kimball & Co., L.L.P. November 1984 - January 2010
Deloitte Haskins & Sells June 1974 - October 1984
Education
Providence College 1970 — 1974
BS, Accounting
mary-ann rexroad's Deloitte Haskins & Sells Experience January 1986 - March 1989
Job Budget & Finance Officer at West Basin Municipal Water District
Industry Utilities
Experience
West Basin Municipal Water District August 1995 - Present
Deena Inc. April 1989 - October 1994
Deloitte Haskins & Sells January 1986 - March 1989
Skills
PowerPoint, Word, Excel, Accounting, Budgeting, Financial Reporting, Financial Analysis, Forecasting, Financial Management, Auditing, Accounts Payable, Audit, Accounts Receivable, Access, Financial Accounting, Payroll, Financial Modeling, Reconciliation, General Ledger, Investments, Variance Analysis, Accruals, Fixed Assets, Account Reconciliation, Cash Flow, GAAP, Reconciliations, Managerial Finance, Strategic Financial..., Microsoft Excel, Finance, Internal Controls, Budgets, Microsoft Word, Analysis, Financial Audits, Government Accounting
Education
University of Southern California 1983 — 1985
Business, Accounting
University of Southern California
Bachelor of Business Administration (B.B.A.), Accounting
West Basin Municipal Water District August 1995 - Present
Deena Inc. April 1989 - October 1994
Deloitte Haskins & Sells January 1986 - March 1989
Skills
PowerPoint, Word, Excel, Accounting, Budgeting, Financial Reporting, Financial Analysis, Forecasting, Financial Management, Auditing, Accounts Payable, Audit, Accounts Receivable, Access, Financial Accounting, Payroll, Financial Modeling, Reconciliation, General Ledger, Investments, Variance Analysis, Accruals, Fixed Assets, Account Reconciliation, Cash Flow, GAAP, Reconciliations, Managerial Finance, Strategic Financial..., Microsoft Excel, Finance, Internal Controls, Budgets, Microsoft Word, Analysis, Financial Audits, Government Accounting
Education
University of Southern California 1983 — 1985
Business, Accounting
University of Southern California
Bachelor of Business Administration (B.B.A.), Accounting
Mark Barbera's Deloitte Haskins & Sells Experience January 1979 - January 1982
Job
Industry Accounting
Experience
Barbera & Associates January 2006 - Present
Telwares, Inc November 2007 - May 2009
Trautman Wasserman & Company, Inc January 1996 - January 2006
Sphere Capital Corp January 1992 - January 1996
Barbera & Associates January 1989 - January 1996
M. D. Sass January 1983 - January 1989
Schenley Industries January 1982 - January 1983
Deloitte Haskins & Sells January 1979 - January 1982
Skills
Organizational Structure, Portfolio Management, Equities, Accounting, Valuation, Mergers, Investments, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Modeling, Private Equity, Trading, Mergers & Acquisitions, Auditing, Negotiation, Business Strategy, Funding, Internal Controls, Securities, Financial Analysis, Executive Management, Financial Services, Restructuring, Analysis, Investment Advisory, Hedge Funds, Finance, Asset Management, Strategic Planning, Mutual Funds, Management, Alternative Investments, Bloomberg, Capital Markets, Internal Audit, Managerial Finance, Business Valuation, Leadership, Financial Reporting
Education
State University of New York at Buffalo - School of Management
B.S, Business Administration/Accounting
Barbera & Associates January 2006 - Present
Telwares, Inc November 2007 - May 2009
Trautman Wasserman & Company, Inc January 1996 - January 2006
Sphere Capital Corp January 1992 - January 1996
Barbera & Associates January 1989 - January 1996
M. D. Sass January 1983 - January 1989
Schenley Industries January 1982 - January 1983
Deloitte Haskins & Sells January 1979 - January 1982
Skills
Organizational Structure, Portfolio Management, Equities, Accounting, Valuation, Mergers, Investments, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Modeling, Private Equity, Trading, Mergers & Acquisitions, Auditing, Negotiation, Business Strategy, Funding, Internal Controls, Securities, Financial Analysis, Executive Management, Financial Services, Restructuring, Analysis, Investment Advisory, Hedge Funds, Finance, Asset Management, Strategic Planning, Mutual Funds, Management, Alternative Investments, Bloomberg, Capital Markets, Internal Audit, Managerial Finance, Business Valuation, Leadership, Financial Reporting
Education
State University of New York at Buffalo - School of Management
B.S, Business Administration/Accounting
W. Anthony (Tony) Kriegshauser, Jr.'s Deloitte Haskins & Sells Experience March 1978 - August 1984
Job Senior Manager at MarksNelson LLC
Industry Accounting
Experience
MarksNelson LLC December 2005 - Present
UMB Bank December 1999 - December 2005
DMJK Business Services December 1998 - October 1999
Troupe Kehoe Whiteaker & Kent LLC September 1984 - December 1998
Deloitte Haskins & Sells March 1978 - August 1984
Arthur Andersen & Co. July 1971 - March 1978
Skills
Financial Reporting, Sarbanes-Oxley Act, Tax, Internal Controls, Corporate Tax, Auditing, Assurance, Budgets, CPA, US GAAP, Accounting, Financial Accounting, GAAP, Mergers & Acquisitions, Tax Preparation
Education
Regis University 1967 — 1971
B. S., Accounting
MarksNelson LLC December 2005 - Present
UMB Bank December 1999 - December 2005
DMJK Business Services December 1998 - October 1999
Troupe Kehoe Whiteaker & Kent LLC September 1984 - December 1998
Deloitte Haskins & Sells March 1978 - August 1984
Arthur Andersen & Co. July 1971 - March 1978
Skills
Financial Reporting, Sarbanes-Oxley Act, Tax, Internal Controls, Corporate Tax, Auditing, Assurance, Budgets, CPA, US GAAP, Accounting, Financial Accounting, GAAP, Mergers & Acquisitions, Tax Preparation
Education
Regis University 1967 — 1971
B. S., Accounting
Lorena Briel's Deloitte Haskins & Sells Experience 1981 - 1984
Job
Industry
Experience
City of Piney Pont Village 2004 - 2008
City of Taylor Lake Village 1998 - 2004
Deloitte Haskins & Sells 1981 - 1984
US Army June 1974 - October 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Vincennes University 1972 — 1974
Associate of Science (A.S.), General
Regis University
Bachelor of Science (BS), Business Administration
City of Piney Pont Village 2004 - 2008
City of Taylor Lake Village 1998 - 2004
Deloitte Haskins & Sells 1981 - 1984
US Army June 1974 - October 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Vincennes University 1972 — 1974
Associate of Science (A.S.), General
Regis University
Bachelor of Science (BS), Business Administration
Doreen Bourassa's Deloitte Haskins & Sells Experience September 1984 - December 1987
Job Replenishment Manager at Imperial Distributors
Industry Retail
Experience
Imperial Distributors September 1995 - Present
Future Dimensions, Inc. December 1987 - June 1994
Deloitte Haskins & Sells September 1984 - December 1987
Skills
Planograms, Grocery, Auditing, Merchandising, Budgets, Sales, Training, Retail, Visual Merchandising, Program Management
Education
Plymouth State University
Bachelor's Degree
Imperial Distributors September 1995 - Present
Future Dimensions, Inc. December 1987 - June 1994
Deloitte Haskins & Sells September 1984 - December 1987
Skills
Planograms, Grocery, Auditing, Merchandising, Budgets, Sales, Training, Retail, Visual Merchandising, Program Management
Education
Plymouth State University
Bachelor's Degree
Mark Monical's Deloitte Haskins & Sells Experience January 1986 - March 1988
Job President at Infinity Maintenance Services, LP
Industry Construction
Experience
Infinity Maintenance Services, LP January 2003 - Present
Deloitte Haskins & Sells January 1986 - March 1988
Skills
Budgets, Business Development, Team Building, Customer Service, Project Management, Operations Management, Process Improvement, Project Estimation, Strategic Planning, Pipelines, Marketing, Gas, Process Engineering, Negotiation, Leadership, Marketing Strategy, Management, Training, Project Planning, Process Scheduler, Petroleum, Subcontracting, Manufacturing, Coaching, Risk Assessment, Event Management, Forecasting, Accounting, Contract Negotiation, Business Planning, Change Management, Microsoft Office, Procurement, Account Management, New Business Development, Auditing, Financial Analysis, Business Strategy, Supply Chain Management, Petrochemical, Microsoft Excel, Program Management, Construction Safety, Contract Management, Energy, Inspection, Nonprofits, Risk Management, Public Relations, Mergers & Acquisitions
Education
Texas A&M University 1981 — 1985
Bachelor's degree, Accounting/Business Analysis
Infinity Maintenance Services, LP January 2003 - Present
Deloitte Haskins & Sells January 1986 - March 1988
Skills
Budgets, Business Development, Team Building, Customer Service, Project Management, Operations Management, Process Improvement, Project Estimation, Strategic Planning, Pipelines, Marketing, Gas, Process Engineering, Negotiation, Leadership, Marketing Strategy, Management, Training, Project Planning, Process Scheduler, Petroleum, Subcontracting, Manufacturing, Coaching, Risk Assessment, Event Management, Forecasting, Accounting, Contract Negotiation, Business Planning, Change Management, Microsoft Office, Procurement, Account Management, New Business Development, Auditing, Financial Analysis, Business Strategy, Supply Chain Management, Petrochemical, Microsoft Excel, Program Management, Construction Safety, Contract Management, Energy, Inspection, Nonprofits, Risk Management, Public Relations, Mergers & Acquisitions
Education
Texas A&M University 1981 — 1985
Bachelor's degree, Accounting/Business Analysis
Phillip Noonan's Deloitte Haskins & Sells Experience June 1979 - January 1984
Job Self Employed Business Consultant
Industry Accounting
Experience
Self Employed Business Consultant January 2010 - Present
RESIDENTIAL CONSTRUCTION & REAL ESTATE MANAGEMENT, LLC January 2008 - December 2009
MATTHEWS BROTHERS HOMEBUILDERS July 2003 - December 2007
Self Employed Business Consultant December 1999 - June 2003
FOGELMAN PROPERTIES December 1987 - November 1999
LAIDLAW WASTE SYTSEMS, INC. December 1985 - August 1987
GENSTAR CORPORATION February 1984 - November 1985
DELOITTE HASKINS & SELLS June 1979 - January 1984
Education
University of Northern Iowa 1977 — 1979
Bacherlor of Arts, Accounting
Self Employed Business Consultant January 2010 - Present
RESIDENTIAL CONSTRUCTION & REAL ESTATE MANAGEMENT, LLC January 2008 - December 2009
MATTHEWS BROTHERS HOMEBUILDERS July 2003 - December 2007
Self Employed Business Consultant December 1999 - June 2003
FOGELMAN PROPERTIES December 1987 - November 1999
LAIDLAW WASTE SYTSEMS, INC. December 1985 - August 1987
GENSTAR CORPORATION February 1984 - November 1985
DELOITTE HASKINS & SELLS June 1979 - January 1984
Education
University of Northern Iowa 1977 — 1979
Bacherlor of Arts, Accounting
Ed Hacherl's Deloitte Haskins & Sells Experience 1978 - 1987
Job Owner at Edward F Hacherl, CPA
Industry Accounting
Experience
Edward F Hacherl, CPA December 1990 - Present
Deloitte Haskins & Sells 1978 - 1987
Skills
Budgets, Customer Service, Strategic Planning, Business Planning, Process Improvement, Leadership, Team Building
Education
SUNY at Buffalo 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Edward F Hacherl, CPA December 1990 - Present
Deloitte Haskins & Sells 1978 - 1987
Skills
Budgets, Customer Service, Strategic Planning, Business Planning, Process Improvement, Leadership, Team Building
Education
SUNY at Buffalo 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Rod Millar's Deloitte Haskins & Sells Experience 1978 - 1983
Job Financial Controller at R.E. Chaix & Associates
Industry Insurance
Experience
R.E. Chaix & Associates March 2013 - Present
Opus Financial Services, Inc June 1998 - August 2013
Opus Management Services 2004 - 2010
Triesco Insurance Services 1994 - 2004
AIM Insurance Company 1990 - 1994
Abbey Overseas Group 1985 - 1990
Deloitte Bermuda December 1983 - June 1985
Deloitte Dubai January 1983 - August 1983
Deloitte Haskins & Sells 1978 - 1983
Skills
Audit, Strategic Planning, Statutory Accounting, GAAP, Investments, Staff Mgmt, Financial Accounting, Budgets, Insurance, Cash Management, Financial Reporting, Internal Controls, Financial Regulation, Insurance Regulatory, Captives, Forecasting, Strategic Financial..., Commercial Insurance, Accounting, Risk Management
Education
The University of Sheffield 1975 — 1978
BA, Economics & Accounting
Prior Pursglove College 1972 — 1975
R.E. Chaix & Associates March 2013 - Present
Opus Financial Services, Inc June 1998 - August 2013
Opus Management Services 2004 - 2010
Triesco Insurance Services 1994 - 2004
AIM Insurance Company 1990 - 1994
Abbey Overseas Group 1985 - 1990
Deloitte Bermuda December 1983 - June 1985
Deloitte Dubai January 1983 - August 1983
Deloitte Haskins & Sells 1978 - 1983
Skills
Audit, Strategic Planning, Statutory Accounting, GAAP, Investments, Staff Mgmt, Financial Accounting, Budgets, Insurance, Cash Management, Financial Reporting, Internal Controls, Financial Regulation, Insurance Regulatory, Captives, Forecasting, Strategic Financial..., Commercial Insurance, Accounting, Risk Management
Education
The University of Sheffield 1975 — 1978
BA, Economics & Accounting
Prior Pursglove College 1972 — 1975
John von Dohren's Deloitte Haskins & Sells Experience January 1984 - September 1985
Job Accounting Analyst at Alegent Creighton Health
Industry Health, Wellness and Fitness
Experience
Alegent Creighton Health January 2013 - Present
Ollie Webb Center, Inc. August 2009 - September 2012
Massman Nelson Reinig 2005 - 2009
First Data Corp September 1990 - May 2003
Otero Savings September 1985 - May 1990
Deloitte Haskins & Sells January 1984 - September 1985
Millard Lumber, Inc. June 1977 - May 1982
Skills
Financial Reporting
Education
University of Nebraska-Omaha 1982 — 1984
B.S.B.A., Accounting
University of Nebraska-Lincoln 1973 — 1977
B. A., English
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Accounting
Alegent Creighton Health January 2013 - Present
Ollie Webb Center, Inc. August 2009 - September 2012
Massman Nelson Reinig 2005 - 2009
First Data Corp September 1990 - May 2003
Otero Savings September 1985 - May 1990
Deloitte Haskins & Sells January 1984 - September 1985
Millard Lumber, Inc. June 1977 - May 1982
Skills
Financial Reporting
Education
University of Nebraska-Omaha 1982 — 1984
B.S.B.A., Accounting
University of Nebraska-Lincoln 1973 — 1977
B. A., English
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Accounting
Barbara Laderman's Deloitte Haskins & Sells Experience 1985 - 1988
Job Sales Audit Acctg Mgr at BJ's Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club September 2000 - Present
Coca Cola Bottling Co of NY 1988 - 1991
Deloitte Haskins & Sells 1985 - 1988
Skills
Inventory Control, Loss Prevention, Retail, PeopleSoft, Microsoft Excel, Income Statement, Merchandising, Forecasting, Store Management, Budgets, Inventory Management, Sales, Outlook, Microsoft Word, Accounting, Management, Grocery, Team Leadership, Leadership, Payroll, Operations Management, Pricing, Customer Service, Profit, Customer Satisfaction, POS, Visual Merchandising
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
BJ's Wholesale Club September 2000 - Present
Coca Cola Bottling Co of NY 1988 - 1991
Deloitte Haskins & Sells 1985 - 1988
Skills
Inventory Control, Loss Prevention, Retail, PeopleSoft, Microsoft Excel, Income Statement, Merchandising, Forecasting, Store Management, Budgets, Inventory Management, Sales, Outlook, Microsoft Word, Accounting, Management, Grocery, Team Leadership, Leadership, Payroll, Operations Management, Pricing, Customer Service, Profit, Customer Satisfaction, POS, Visual Merchandising
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Linzel McBride's Deloitte Haskins & Sells Experience 1984 - 1988
Job Independent Accounting Professional
Industry Accounting
Experience
Linzperations January 2010 - Present
Communications Electronic Systems January 2009 - April 2011
Independent Consultant 1988 - 2009
Deloitte Haskins & Sells 1984 - 1988
Skills
Tax Preparation, Bookkeeping, Accounting, Auditing, Financial Reporting, Small Business, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Microsoft Excel, Customer Service, Nonprofits, Microsoft Office, Tax Returns, Income Tax, QuickBooks, Sales Tax, Tax, Corporate Tax, Accountants
Education
UNLV
BS, Accounting
Oregon State University
BS, Psychology
Linzperations January 2010 - Present
Communications Electronic Systems January 2009 - April 2011
Independent Consultant 1988 - 2009
Deloitte Haskins & Sells 1984 - 1988
Skills
Tax Preparation, Bookkeeping, Accounting, Auditing, Financial Reporting, Small Business, Budgets, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Microsoft Excel, Customer Service, Nonprofits, Microsoft Office, Tax Returns, Income Tax, QuickBooks, Sales Tax, Tax, Corporate Tax, Accountants
Education
UNLV
BS, Accounting
Oregon State University
BS, Psychology
Jane Hresko's Deloitte Haskins & Sells Experience April 1978 - January 1980
Job South Midwest Regional Council Clubs Chair at USA Triathlon
Industry Accounting
Experience
USA Triathlon 2010 - Present
Redman Triathlon, Inc. 2005 - Present
Tri okc 2003 - Present
Steakley & gilbert January 1992 - Present
Republic Resources Corporation January 1980 - December 1991
Deloitte Haskins & Sells April 1978 - January 1980
Peat Marwick Mitchell August 1976 - March 1978
Skills
Event Management, Auditing, US GAAP, Financial Accounting, Financial Reporting, SEC filings, CPA, Triathlon, Forecasting, Budgets, Risk Management, Risk Assessment, Sports, Athletics, Event Planning, Sports Management
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Accounting
St. Mary's University 1972 — 1975
Accounting
USA Triathlon 2010 - Present
Redman Triathlon, Inc. 2005 - Present
Tri okc 2003 - Present
Steakley & gilbert January 1992 - Present
Republic Resources Corporation January 1980 - December 1991
Deloitte Haskins & Sells April 1978 - January 1980
Peat Marwick Mitchell August 1976 - March 1978
Skills
Event Management, Auditing, US GAAP, Financial Accounting, Financial Reporting, SEC filings, CPA, Triathlon, Forecasting, Budgets, Risk Management, Risk Assessment, Sports, Athletics, Event Planning, Sports Management
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Accounting
St. Mary's University 1972 — 1975
Accounting
Basil Monwe's Deloitte Haskins & Sells Experience March 1988 - June 1988
Job Independent Accounting Professional
Industry Accounting
Experience
Seven Energy International 2013 - 2015
Seven Energy International 2013 - 2015
Addax Petroleum Development (Nigeria) Limited January 2007 - March 2011
Addax Petroleum Development (Nigeria) Lts May 1998 - December 2006
Ashland Oil (Nigeria) Company January 1991 - April 1998
Ashland Oil (Nigeria) Company August 1988 - December 1990
Deloitte Haskins + Sells March 1988 - June 1988
Deloitte Haskins + Sells September 1984 - January 1988
Education
AICPA Uniform Examination 2011 — 2012
CPA
Institute of Chartered Accountants of Nigeria 1985 — 1987
FCA
University of Benin 1980 — 1984
Bachelor of Science (B.Sc.), Economics
Seven Energy International 2013 - 2015
Seven Energy International 2013 - 2015
Addax Petroleum Development (Nigeria) Limited January 2007 - March 2011
Addax Petroleum Development (Nigeria) Lts May 1998 - December 2006
Ashland Oil (Nigeria) Company January 1991 - April 1998
Ashland Oil (Nigeria) Company August 1988 - December 1990
Deloitte Haskins + Sells March 1988 - June 1988
Deloitte Haskins + Sells September 1984 - January 1988
Education
AICPA Uniform Examination 2011 — 2012
CPA
Institute of Chartered Accountants of Nigeria 1985 — 1987
FCA
University of Benin 1980 — 1984
Bachelor of Science (B.Sc.), Economics
Carolyn Vowell Dougherty's Deloitte Haskins & Sells Experience July 1983 - August 1986
Job CFO/Treasurer for GRDA
Industry Utilities
Experience
Grand River Dam Authority August 1986 - Present
Deloitte Haskins & Sells July 1983 - August 1986
Skills
Accounting
Education
Oklahoma State University 1979 — 1983
B.A. accounting
Grand River Dam Authority August 1986 - Present
Deloitte Haskins & Sells July 1983 - August 1986
Skills
Accounting
Education
Oklahoma State University 1979 — 1983
B.A. accounting
Gerard Babst's Deloitte Haskins & Sells Experience 1976 - 1985
Job Finance Division Reporting Manager
Industry Banking
Experience
Whitney Bank June 2011 - January 2014
Whitney National Bank 2000 - 2011
Whitney National Bank 1992 - 2000
Louisiana Machinery 1990 - 1991
Southern Savings Association 1986 - 1990
Deloitte Haskins & Sells 1976 - 1985
Education
Tulane University 1974 — 1976
MBA, Accounting, Finance
Yale University 1968 — 1972
BA, German, Psychology
Whitney Bank June 2011 - January 2014
Whitney National Bank 2000 - 2011
Whitney National Bank 1992 - 2000
Louisiana Machinery 1990 - 1991
Southern Savings Association 1986 - 1990
Deloitte Haskins & Sells 1976 - 1985
Education
Tulane University 1974 — 1976
MBA, Accounting, Finance
Yale University 1968 — 1972
BA, German, Psychology
Ellen Naiman's Deloitte Haskins & Sells Experience September 1982 - February 1985
Job Controller at American Trading Enterprises, Inc
Industry Wholesale
Experience
American Trading Enterprises, Inc September 1991 - Present
Olympia & York February 1985 - April 1989
Deloitte Haskins & Sells September 1982 - February 1985
Education
Queen's College 1979 — 1982
Bachelor of Science, Accounting Systems
American Trading Enterprises, Inc September 1991 - Present
Olympia & York February 1985 - April 1989
Deloitte Haskins & Sells September 1982 - February 1985
Education
Queen's College 1979 — 1982
Bachelor of Science, Accounting Systems
Richard Rosenthal's Deloitte Haskins & Sells Experience September 1981 - April 1986
Job Director Financial & Regulatory Reporting at TD Securities
Industry Financial Services
Experience
TD Securities August 2014 - Present
Bank of America Merrill Lynch April 2010 - August 2014
Fortis Securities LLC October 2006 - April 2010
Merrill Lynch & Co April 1986 - October 2006
Deloitte Haskins & Sells September 1981 - April 1986
Education
University of Pennsylvania - The Wharton School 1976 — 1981
Accelerated MBA program, yielding BS and MBA in five years, Graduate - Corporate Finance & Investments, Undergrad - Accounting
TD Securities August 2014 - Present
Bank of America Merrill Lynch April 2010 - August 2014
Fortis Securities LLC October 2006 - April 2010
Merrill Lynch & Co April 1986 - October 2006
Deloitte Haskins & Sells September 1981 - April 1986
Education
University of Pennsylvania - The Wharton School 1976 — 1981
Accelerated MBA program, yielding BS and MBA in five years, Graduate - Corporate Finance & Investments, Undergrad - Accounting
Chris Anthony's Deloitte Haskins & Sells Experience 1982 - 1983
Job President at Fort Worth Investment Firm
Industry Investment Management
Experience
Anthony Investments 1994 - Present
Principal Financial Group 1983 - 1994
Deloitte Haskins & Sells 1982 - 1983
Education
University of Notre Dame 1979 — 1982
Bachelor of Business Administration (BBA), Accounting
Anthony Investments 1994 - Present
Principal Financial Group 1983 - 1994
Deloitte Haskins & Sells 1982 - 1983
Education
University of Notre Dame 1979 — 1982
Bachelor of Business Administration (BBA), Accounting
Harold Morlan's Deloitte Haskins & Sells Experience GraduateUCLA Anderson School of ManagementAugust 1978 - March 1979
Job Sr. Consultant at Deloitte Haskins + Sells
Industry Farming
Experience
Deloitte Haskins + Sells GraduateUCLA Anderson School of ManagementAugust 1978 - March 1979
Skills
Start-ups, Management, Finance, New Business Development, Accounting, Consulting, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel
Education
San Diego State University-California State University
Bachelor of Science, Finance
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Consulting -(Finance, Accounting, Marketing, Informations Systems
Deloitte Haskins + Sells GraduateUCLA Anderson School of ManagementAugust 1978 - March 1979
Skills
Start-ups, Management, Finance, New Business Development, Accounting, Consulting, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel
Education
San Diego State University-California State University
Bachelor of Science, Finance
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Consulting -(Finance, Accounting, Marketing, Informations Systems
Meghana Donepudi's Deloitte Haskins & Sells Experience April 2008 - December 2008
Job CA, CPA
Industry Accounting
Experience
Science Museum of Western Virginia May 2013 - Present
S.Venkatadri & Co December 2008 - March 2011
Deloitte Haskins & Sells April 2008 - December 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Tax, Account Reconciliation, Accounts Payable, General Ledger, Budgets, Microsoft Word, Bookkeeping, Accounts Receivable, Income Tax, Internal Controls, Tax Preparation, PowerPoint, Microsoft Office, GAAP, Tax Returns
Education
NASBA 2011 — 2012
CPA, Audit & Accounts
The Institute of Chartered Accountants of India 2006 — 2011
CA, Chartered Accountancy
Osmania University 2005 — 2008
Bachelor of Commerce (B.Com.), Accounting
Science Museum of Western Virginia May 2013 - Present
S.Venkatadri & Co December 2008 - March 2011
Deloitte Haskins & Sells April 2008 - December 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing, Tax, Account Reconciliation, Accounts Payable, General Ledger, Budgets, Microsoft Word, Bookkeeping, Accounts Receivable, Income Tax, Internal Controls, Tax Preparation, PowerPoint, Microsoft Office, GAAP, Tax Returns
Education
NASBA 2011 — 2012
CPA, Audit & Accounts
The Institute of Chartered Accountants of India 2006 — 2011
CA, Chartered Accountancy
Osmania University 2005 — 2008
Bachelor of Commerce (B.Com.), Accounting
Patty Voelkel's Deloitte Haskins & Sells Experience Senior Technical Consulting EngineerAT&TJanuary 2015 - Present
Job Lead Network Engineer at AT&T
Industry Telecommunications
Experience
DeLoitte Haskins & Sells Senior Technical Consulting EngineerAT&TJanuary 2015 - Present
Skills
Troubleshooting, VoIP, Telecommunications, Management, Vendor Management, Integration, Cisco Technologies, Data Center, IP, Security
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1988
Master of Business Administration (MBA), Marketing Research
Saint Bonaventure University 1976 — 1980
Bachelor's of science, Mathematics
DeLoitte Haskins & Sells Senior Technical Consulting EngineerAT&TJanuary 2015 - Present
Skills
Troubleshooting, VoIP, Telecommunications, Management, Vendor Management, Integration, Cisco Technologies, Data Center, IP, Security
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1988
Master of Business Administration (MBA), Marketing Research
Saint Bonaventure University 1976 — 1980
Bachelor's of science, Mathematics
Lakshmi Venkateshwaran's Deloitte Haskins & Sells Experience July 2003 - March 2006
Job Experienced Financial Professional
Industry Financial Services
Experience
Goldman Sachs Services Pvt Ltd June 2011 - March 2014
Goldman Sachs India Securities Pvt Ltd April 2006 - May 2011
Deloitte Haskins & Sells July 2003 - March 2006
Skills
Company Valuation, Industry Research, Company Research, Equity Valuation, Report Writing, Product Control, Financial Accounting, Financial Reporting, Valuation
Education
The Institute of Chartered Accountants of India 2002 — 2005
Chartered Accountant, Accounting and Finance
University of Mumbai 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Goldman Sachs Services Pvt Ltd June 2011 - March 2014
Goldman Sachs India Securities Pvt Ltd April 2006 - May 2011
Deloitte Haskins & Sells July 2003 - March 2006
Skills
Company Valuation, Industry Research, Company Research, Equity Valuation, Report Writing, Product Control, Financial Accounting, Financial Reporting, Valuation
Education
The Institute of Chartered Accountants of India 2002 — 2005
Chartered Accountant, Accounting and Finance
University of Mumbai 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY