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
Mark Schneider, CPA Mark Schneider, CPA's Deloitte Haskins & Sells Experience June 1982 - March 1984
Job Senior Lead Auditor at Transamerica
Industry Financial Services
Experience
Transamerica February 2005 - Present
Federal Reserve Bank of Richmond February 1988 - December 2004
Maryland National Bank December 1984 - December 1987
Deloitte, Haskins & Sells June 1982 - March 1984
Skills
CPA, Auditing, Internal Audit, Finance, Accounting, Problem Solving, Team Leadership, Communication Skills
Education
Loyola College in Maryland 1985 — 1987
Master of Science, Finance
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Transamerica February 2005 - Present
Federal Reserve Bank of Richmond February 1988 - December 2004
Maryland National Bank December 1984 - December 1987
Deloitte, Haskins & Sells June 1982 - March 1984
Skills
CPA, Auditing, Internal Audit, Finance, Accounting, Problem Solving, Team Leadership, Communication Skills
Education
Loyola College in Maryland 1985 — 1987
Master of Science, Finance
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Steven John, CPA, CRP, GMS-T Steven John, CPA, CRP, GMS-T's Deloitte Haskins & Sells Experience June 1982 - June 1984
Job President and CEO, HomeServices Relocation, LLC
Industry Outsourcing/Offshoring
Experience
HomeServices Relocation LLC September 2014 - Present
RELO Direct, Inc. January 2013 - September 2014
Prudential Real Estate and Relocation Services 2009 - 2012
Prudential Real Estate & Relocation April 2007 - December 2008
Prudential Relocation April 2003 - April 2007
Avnet July 1989 - September 2002
ARAMARK July 1984 - June 1989
Deloitte, Haskins & Sells June 1982 - June 1984
Skills
CRP, GMS, CPA, Relocation, Process Improvement, Vendor Management, Real Estate, Mergers & Acquisitions, Leadership, Referrals, Employee Benefits, Real Estate Transactions, Enterprise Software, Global Mobility, Negotiation, Integrated Marketing, Accounting, Customer Satisfaction, Recruiting, Forecasting, Management, Contract Negotiation, Strategic Planning, Program Management, Customer Service, Marketing, Operations Management, Corporate Relocation, Strategy, Fundraising, CRM, Sales Management, New Business Development, PMO, Executive Management, Budgets, Selling, Integration, Expatriate Management, Finance, Time Management, Account Management, Training, Sales, Team Building, Coaching, Human Resources, Business Development, Financial Analysis, Salesforce.com
Education
Loyola Marymount University 1978 — 1982
BS, Accounting
HomeServices Relocation LLC September 2014 - Present
RELO Direct, Inc. January 2013 - September 2014
Prudential Real Estate and Relocation Services 2009 - 2012
Prudential Real Estate & Relocation April 2007 - December 2008
Prudential Relocation April 2003 - April 2007
Avnet July 1989 - September 2002
ARAMARK July 1984 - June 1989
Deloitte, Haskins & Sells June 1982 - June 1984
Skills
CRP, GMS, CPA, Relocation, Process Improvement, Vendor Management, Real Estate, Mergers & Acquisitions, Leadership, Referrals, Employee Benefits, Real Estate Transactions, Enterprise Software, Global Mobility, Negotiation, Integrated Marketing, Accounting, Customer Satisfaction, Recruiting, Forecasting, Management, Contract Negotiation, Strategic Planning, Program Management, Customer Service, Marketing, Operations Management, Corporate Relocation, Strategy, Fundraising, CRM, Sales Management, New Business Development, PMO, Executive Management, Budgets, Selling, Integration, Expatriate Management, Finance, Time Management, Account Management, Training, Sales, Team Building, Coaching, Human Resources, Business Development, Financial Analysis, Salesforce.com
Education
Loyola Marymount University 1978 — 1982
BS, Accounting
Judy Scherpenberg Judy Scherpenberg's Deloitte Haskins & Sells Experience 1984 - 1985
Job Director Global Corporate Payments at American Express
Industry Financial Services
Experience
American Express June 1993 - Present
American Express 2004 - Present
American Express 2001 - 2004
American Express 1996 - 2001
American Express 1993 - 1996
Self Employed 1990 - 1993
Bedford Associates 1985 - 1990
Deloitte, Haskins & Sells 1984 - 1985
Delta Air Lines 1979 - 1984
St. Vincent Ferrer School 1977 - 1979
Skills
Process Improvement, B2B, Vendor Management, Strategy, Contract Negotiation, Management, Project Management, Portfolio Management, Team Management, Financial Services, Sales, Customer Retention, CRM, Salesforce.com, Strategic Partnerships, Relationship Management
Education
University of Cincinnati 1973 — 1977
Bachelor of Science, Education
American Express June 1993 - Present
American Express 2004 - Present
American Express 2001 - 2004
American Express 1996 - 2001
American Express 1993 - 1996
Self Employed 1990 - 1993
Bedford Associates 1985 - 1990
Deloitte, Haskins & Sells 1984 - 1985
Delta Air Lines 1979 - 1984
St. Vincent Ferrer School 1977 - 1979
Skills
Process Improvement, B2B, Vendor Management, Strategy, Contract Negotiation, Management, Project Management, Portfolio Management, Team Management, Financial Services, Sales, Customer Retention, CRM, Salesforce.com, Strategic Partnerships, Relationship Management
Education
University of Cincinnati 1973 — 1977
Bachelor of Science, Education
John Simonelli John Simonelli's Deloitte Haskins & Sells Experience July 1985 - June 1989
Job Chief Operating Officer at Riviera
Industry Internet
Experience
Riviera Partners January 2012 - Present
TechCFO - San Francisco January 2009 - July 2011
Looksmart November 2005 - November 2007
Gap Inc. Direct October 2002 - October 2005
Business.com March 2000 - September 2002
PeopleMover April 1999 - March 2000
The Walt Disney Company March 1995 - April 1999
Citicorp Securities June 1989 - March 1995
Deloitte, Haskins & Sells July 1985 - June 1989
Skills
Sales Process, Talent Acquisition, SaaS, Business Strategy, Executive Management, Management Consulting, Start-ups, Private Equity, Business Development, Strategic Planning, Mergers, Cross-functional Team..., Forecasting, Finance, Entrepreneurship, Debt & Equity Capital..., Corporate Finance, Strategic Partnerships, Budgets, Strategy, Change Management
Education
University of Notre Dame 1981 — 1985
BBA, Accounting
Riviera Partners January 2012 - Present
TechCFO - San Francisco January 2009 - July 2011
Looksmart November 2005 - November 2007
Gap Inc. Direct October 2002 - October 2005
Business.com March 2000 - September 2002
PeopleMover April 1999 - March 2000
The Walt Disney Company March 1995 - April 1999
Citicorp Securities June 1989 - March 1995
Deloitte, Haskins & Sells July 1985 - June 1989
Skills
Sales Process, Talent Acquisition, SaaS, Business Strategy, Executive Management, Management Consulting, Start-ups, Private Equity, Business Development, Strategic Planning, Mergers, Cross-functional Team..., Forecasting, Finance, Entrepreneurship, Debt & Equity Capital..., Corporate Finance, Strategic Partnerships, Budgets, Strategy, Change Management
Education
University of Notre Dame 1981 — 1985
BBA, Accounting
Colleen Clary Colleen Clary's Deloitte Haskins & Sells Experience January 1986 - January 1988
Job Outside CPA handling tax and accounting issues for businesses & individuals
Industry Accounting
Experience
Colleen Clary, CPA September 1991 - Present
Frank, Rimerman + Co. LLP January 1988 - September 1991
Deloitte, Haskins & Sells January 1986 - January 1988
Skills
Financial Reporting, Auditing, Tax, Accounting, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, Income Tax, Tax Preparation, Management
Education
San Jose State University 1984 — 1986
Bachelor of Science (BS), Business Administration with Emphasis in Accounting
De Anza College 1983 — 1984
University of California, Davis 1982 — 1983
Colleen Clary, CPA September 1991 - Present
Frank, Rimerman + Co. LLP January 1988 - September 1991
Deloitte, Haskins & Sells January 1986 - January 1988
Skills
Financial Reporting, Auditing, Tax, Accounting, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, Income Tax, Tax Preparation, Management
Education
San Jose State University 1984 — 1986
Bachelor of Science (BS), Business Administration with Emphasis in Accounting
De Anza College 1983 — 1984
University of California, Davis 1982 — 1983
Scott Roloff ► CPA | MBA | J.D. Scott Roloff ► CPA | MBA | J.D.'s Deloitte Haskins & Sells Experience 1980 - 1983
Job President @ IntegerHealth Technologies ► Blending Finance, Legal & Operations
Industry Executive Office
Experience
IntegerHealth Technologies 2015 - Present
Advance Global Communications, Inc. 2006 - 2014
Roampal 2008 - 2011
Quorum Business Solutions 2000 - 2003
EmCare 1998 - 1999
Akin Gump Strauss Hauer & Feld LLP 1996 - 1998
Gibson, Dunn & Crutcher LLP 1989 - 1996
Johnson & Swanson 1986 - 1989
Deloitte, Haskins & Sells 1980 - 1983
Alexander Grant & Co. 1980 - 1980
Skills
P&L Executive, Leadership, Chief Financial Officer..., Operations Management, International Experience, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Corporate Law, SEC, Venture Capital, Private Equity, Healthcare, Software, Telecommunications, Roaming, Prepaid Roaming, High Risk Roaming, Denied Roamer Services, Entrepreneur, Mergers, Start-ups, Entrepreneurship, Strategic Financial..., High-growth, CPA, Due Diligence, Finance, Auditing, Internal Audit, Mobile Devices, Business Strategy, Strategy, Corporate Governance, Business Planning, M&A experience, Management Consulting, Acquisitions, Joint Ventures, International Business, Mergers & Acquisitions, Valuation, P&L, Tax, Executive Management, Restructuring, Analysis, SEC filings, IPO
Education
Southern Methodist University Dedman School of Law 1983 — 1986
Juris Doctor, Law
The University of Texas at Arlington 1981 — 1983
MBA, Management
University of Wisconsin-Whitewater 1976 — 1979
BBA, Accounting
Brown Deer High School 1972 — 1976
IntegerHealth Technologies 2015 - Present
Advance Global Communications, Inc. 2006 - 2014
Roampal 2008 - 2011
Quorum Business Solutions 2000 - 2003
EmCare 1998 - 1999
Akin Gump Strauss Hauer & Feld LLP 1996 - 1998
Gibson, Dunn & Crutcher LLP 1989 - 1996
Johnson & Swanson 1986 - 1989
Deloitte, Haskins & Sells 1980 - 1983
Alexander Grant & Co. 1980 - 1980
Skills
P&L Executive, Leadership, Chief Financial Officer..., Operations Management, International Experience, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Corporate Law, SEC, Venture Capital, Private Equity, Healthcare, Software, Telecommunications, Roaming, Prepaid Roaming, High Risk Roaming, Denied Roamer Services, Entrepreneur, Mergers, Start-ups, Entrepreneurship, Strategic Financial..., High-growth, CPA, Due Diligence, Finance, Auditing, Internal Audit, Mobile Devices, Business Strategy, Strategy, Corporate Governance, Business Planning, M&A experience, Management Consulting, Acquisitions, Joint Ventures, International Business, Mergers & Acquisitions, Valuation, P&L, Tax, Executive Management, Restructuring, Analysis, SEC filings, IPO
Education
Southern Methodist University Dedman School of Law 1983 — 1986
Juris Doctor, Law
The University of Texas at Arlington 1981 — 1983
MBA, Management
University of Wisconsin-Whitewater 1976 — 1979
BBA, Accounting
Brown Deer High School 1972 — 1976
Daniel O'Byrne Daniel O'Byrne's Deloitte Haskins & Sells Experience 1980 - 1983
Job Executive Director at Emerald Coast Convention & Visitors Bureau
Industry Hospitality
Experience
Emerald Coast Convention & Visitors Bureau 2012 - Present
Visit Jacksonville 2010 - 2012
Little Rock Convention & Visitors Bureau 2002 - 2010
Tishman Hotel Corporation 1991 - 2002
Westin Hotels & Resorts 1983 - 1991
Deloitte, Haskins & Sells 1980 - 1983
Skills
Hospitality, Hotels, Revenue Analysis, Resorts, Sales, Marketing, Hospitality Industry, Hospitality Management, Tourism, Meeting Planning, Yield Management, Hotel Management, Trade Shows, Event Management, Pre-opening, Destination Marketing
Education
University of Central Florida - College of Business Administration 1991 — 1995
Master of Arts in Applied Economics
Cornell University, School of Hotel Administration 1976 — 1980
Bachelor of Science (BS) with distinction, Hotel Administration
Emerald Coast Convention & Visitors Bureau 2012 - Present
Visit Jacksonville 2010 - 2012
Little Rock Convention & Visitors Bureau 2002 - 2010
Tishman Hotel Corporation 1991 - 2002
Westin Hotels & Resorts 1983 - 1991
Deloitte, Haskins & Sells 1980 - 1983
Skills
Hospitality, Hotels, Revenue Analysis, Resorts, Sales, Marketing, Hospitality Industry, Hospitality Management, Tourism, Meeting Planning, Yield Management, Hotel Management, Trade Shows, Event Management, Pre-opening, Destination Marketing
Education
University of Central Florida - College of Business Administration 1991 — 1995
Master of Arts in Applied Economics
Cornell University, School of Hotel Administration 1976 — 1980
Bachelor of Science (BS) with distinction, Hotel Administration
Herb Ray Herb Ray's Deloitte Haskins & Sells Experience September 1989 - December 1989
Job Database System Design / Data Modeling
Industry Information Technology and Services
Experience
Andrew Davidson & Company, Inc. September 2005 - Present
Navint Consulting, L.L.C. February 2000 - July 2005
Bankers Trust June 1993 - February 2000
Morgan Stanley February 1993 - May 1993
CIBC September 1992 - January 1993
Marsh & McLennan Companies, Inc. April 1992 - September 1992
Citibank June 1991 - March 1992
Home Insurance Company March 1990 - December 1990
Deloitte, Haskins & Sells September 1989 - December 1989
SIAC May 1989 - August 1989
Skills
Data Analysis, SQL, Databases, Windows, T-SQL Stored Procedures, SQL Server, T-SQL, SSIS, ERwin, Excel VBA, Monarch, Paradox, Data Transformation..., ETL, Microsoft SQL Server, Perl, Stored Procedures, Erwin, VBA, Database Administration
Education
Hofstra University 1980 — 1983
B.A., Engineering Science
Ulster County Community College 1976 — 1980
A.A., Engineering Science
Andrew Davidson & Company, Inc. September 2005 - Present
Navint Consulting, L.L.C. February 2000 - July 2005
Bankers Trust June 1993 - February 2000
Morgan Stanley February 1993 - May 1993
CIBC September 1992 - January 1993
Marsh & McLennan Companies, Inc. April 1992 - September 1992
Citibank June 1991 - March 1992
Home Insurance Company March 1990 - December 1990
Deloitte, Haskins & Sells September 1989 - December 1989
SIAC May 1989 - August 1989
Skills
Data Analysis, SQL, Databases, Windows, T-SQL Stored Procedures, SQL Server, T-SQL, SSIS, ERwin, Excel VBA, Monarch, Paradox, Data Transformation..., ETL, Microsoft SQL Server, Perl, Stored Procedures, Erwin, VBA, Database Administration
Education
Hofstra University 1980 — 1983
B.A., Engineering Science
Ulster County Community College 1976 — 1980
A.A., Engineering Science
Benjamin Taub Benjamin Taub's Deloitte Haskins & Sells Experience 1984 - 1985
Job CEO, Founder, and Data Management / Business Intelligence Strategy Consultant at Dataspace
Industry Information Technology and Services
Experience
Dataspace 1994 - Present
Dataspace April 1993 - Present
MicroStrategy 1993 - 1994
Andersen Consulting 1989 - 1992
Alfred Simon and Company 1985 - 1987
Deloitte, Haskins & Sells 1984 - 1985
Skills
Business Intelligence, Data Warehousing, Data Warehouse Strategy..., Business Intelligence..., Data Warehouse..., Data Modeling, Master Data Management, Big Data, Business Process, Microsoft SQL Server, Analytics, Business Process Design, Integration, ETL, Consulting, Sales Management, Management, Program Management, Data Governance, Business Analysis, Oracle, Data Analytics, Data Visualization, Relational Data Modeling, Star Schema
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Business, Graduated with Distinction
Lehigh University 1980 — 1984
BS, Accounting
Tabor Academy 1978 — 1980
College Prep
Dataspace 1994 - Present
Dataspace April 1993 - Present
MicroStrategy 1993 - 1994
Andersen Consulting 1989 - 1992
Alfred Simon and Company 1985 - 1987
Deloitte, Haskins & Sells 1984 - 1985
Skills
Business Intelligence, Data Warehousing, Data Warehouse Strategy..., Business Intelligence..., Data Warehouse..., Data Modeling, Master Data Management, Big Data, Business Process, Microsoft SQL Server, Analytics, Business Process Design, Integration, ETL, Consulting, Sales Management, Management, Program Management, Data Governance, Business Analysis, Oracle, Data Analytics, Data Visualization, Relational Data Modeling, Star Schema
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Business, Graduated with Distinction
Lehigh University 1980 — 1984
BS, Accounting
Tabor Academy 1978 — 1980
College Prep
Karen Sherrouse's Deloitte Haskins & Sells Experience January 1979 - April 1982
Job Retired Executive
Industry Oil & Energy
Experience
National Speciality Alloys, LLC May 2012 - March 2014
Southwest Wire Rope & Southern Wire December 2007 - December 2011
Halliburton April 1997 - July 2007
York International June 1992 - April 1997
Grant-TFW, an Energy Ventures Company June 1990 - June 1992
Baker Hughes April 1982 - June 1990
Deloitte, Haskins & Sells January 1979 - April 1982
Skills
Internal Controls, GAAP, Financial Accounting, Financial Reporting, IFRS, Cost Accounting
Education
Louisiana State University
Bachelor of Science, Accounting
National Speciality Alloys, LLC May 2012 - March 2014
Southwest Wire Rope & Southern Wire December 2007 - December 2011
Halliburton April 1997 - July 2007
York International June 1992 - April 1997
Grant-TFW, an Energy Ventures Company June 1990 - June 1992
Baker Hughes April 1982 - June 1990
Deloitte, Haskins & Sells January 1979 - April 1982
Skills
Internal Controls, GAAP, Financial Accounting, Financial Reporting, IFRS, Cost Accounting
Education
Louisiana State University
Bachelor of Science, Accounting
Nancy Hjelm, CPA Nancy Hjelm, CPA's Deloitte Haskins & Sells Experience July 1982 - July 1984
Job Independent Accounting Professional
Industry Accounting
Experience
Nancy Hjelm, CPA January 2009 - Present
Lifestyle Development Co., LP January 2008 - December 2008
Burch Supplies Company January 2007 - January 2008
Keystone Foods 1984 - 1986
Deloitte, Haskins & Sells July 1982 - July 1984
Skills
Accounting, Tax, Due Diligence, Financial Reporting, Accounts Payable, Budgets, Financial Accounting, Internal Controls, General Ledger
Education
Duke University 1978 — 1982
Bachelors, Accounting
Nancy Hjelm, CPA January 2009 - Present
Lifestyle Development Co., LP January 2008 - December 2008
Burch Supplies Company January 2007 - January 2008
Keystone Foods 1984 - 1986
Deloitte, Haskins & Sells July 1982 - July 1984
Skills
Accounting, Tax, Due Diligence, Financial Reporting, Accounts Payable, Budgets, Financial Accounting, Internal Controls, General Ledger
Education
Duke University 1978 — 1982
Bachelors, Accounting
Kenneth F. Main, CRPC. 512 669 6198's Deloitte Haskins & Sells Experience December 1986 - June 1988
Job Your One Advisor sm, Independent Retirement Income Security Specialist affiliated w Lincoln Financial Group 5127160010
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Declan O'Beirne Declan O'Beirne's Deloitte Haskins & Sells Experience 1983 - 1986
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
Jacquelyn Dougherty Jacquelyn Dougherty's Deloitte Haskins & Sells Experience September 1978 - October 1984
Job President, Dougherty Financial Consultants, Inc.
Industry Financial Services
Experience
Dougherty Financial Consultants August 1999 - Present
Verizon October 1984 - September 1999
Deloitte, Haskins & Sells September 1978 - October 1984
Skills
C.P.A., Licensed Insurance Agent, Quickbooks Pro Advisor, Property & Casualty..., Accounting, Tax, Tax Preparation, Insurance, QuickBooks, Small Business, Payroll, Strategic Financial..., Financial Planners, Financial Analysis, Finance, Strategic Planning, Financial Services, Analysis, Retirement Planning, Retirement, Financial Reporting, Strategy, Estate Planning, Budgets, Customer Service, Business Planning, Investments, Employee Benefits, Wealth Management, Fixed Annuities, Leadership, Life Insurance, Management Consulting, Start-ups, Health Insurance, Series 7
Education
University of Pittsburgh 1977 — 1978
M.B.A., Business
Washington and Jefferson College 1974 — 1977
B.A., Economics
Dougherty Financial Consultants August 1999 - Present
Verizon October 1984 - September 1999
Deloitte, Haskins & Sells September 1978 - October 1984
Skills
C.P.A., Licensed Insurance Agent, Quickbooks Pro Advisor, Property & Casualty..., Accounting, Tax, Tax Preparation, Insurance, QuickBooks, Small Business, Payroll, Strategic Financial..., Financial Planners, Financial Analysis, Finance, Strategic Planning, Financial Services, Analysis, Retirement Planning, Retirement, Financial Reporting, Strategy, Estate Planning, Budgets, Customer Service, Business Planning, Investments, Employee Benefits, Wealth Management, Fixed Annuities, Leadership, Life Insurance, Management Consulting, Start-ups, Health Insurance, Series 7
Education
University of Pittsburgh 1977 — 1978
M.B.A., Business
Washington and Jefferson College 1974 — 1977
B.A., Economics
Joe Pluscht, Jr Joe Pluscht, Jr's Deloitte Haskins & Sells Experience January 1982 - August 1986
Job President and CEO at Patterson Schwartz Real Estate
Industry Real Estate
Experience
Patterson Schwartz Real Estate July 2006 - Present
Patterson-Schwartz Real Estate November 1997 - July 2006
Deloitte, Haskins & Sells January 1982 - August 1986
Skills
Real Estate, Residential Homes, Relocation, First Time Home Buyers, Buyer Representation, Sellers, Listings, Short Sales, Single Family Homes, REO, Investment Properties, Property Management, New Home Sales, Investors, Relocation Buyers, Marketing, Real Estate Financing, Condos, Investments, Townhomes, Resellers, Mortgage Banking, Buyers, Leases, Foreclosures, Seniors, Real Estate Development, Sales, Loans, Referrals, Property, Mortgage Lending, Brokerage, ABR, Rentals, FHA, Real Property, Real Estate Economics, New Homes, Luxury, Negotiation, HUD, Selling, Vacation Homes, Real Estate Transactions, Move Up Buyers, Contract Negotiation, Seller Representation, Management
Education
University of Delaware 1979 — 1982
BSAC, Accounting/Finance
Mount Pleasant High School 1974 — 1978
High School, College Prep
Patterson Schwartz Real Estate July 2006 - Present
Patterson-Schwartz Real Estate November 1997 - July 2006
Deloitte, Haskins & Sells January 1982 - August 1986
Skills
Real Estate, Residential Homes, Relocation, First Time Home Buyers, Buyer Representation, Sellers, Listings, Short Sales, Single Family Homes, REO, Investment Properties, Property Management, New Home Sales, Investors, Relocation Buyers, Marketing, Real Estate Financing, Condos, Investments, Townhomes, Resellers, Mortgage Banking, Buyers, Leases, Foreclosures, Seniors, Real Estate Development, Sales, Loans, Referrals, Property, Mortgage Lending, Brokerage, ABR, Rentals, FHA, Real Property, Real Estate Economics, New Homes, Luxury, Negotiation, HUD, Selling, Vacation Homes, Real Estate Transactions, Move Up Buyers, Contract Negotiation, Seller Representation, Management
Education
University of Delaware 1979 — 1982
BSAC, Accounting/Finance
Mount Pleasant High School 1974 — 1978
High School, College Prep
Steven J. Fromm Steven J. Fromm's Deloitte Haskins & Sells Experience 1977 - 1978
Job Philadelphia Tax, Estate, Business Attorney, AV Preeminent Peer Review Rated Attorney For Legal Ability & Ethics
Industry Legal Services
Experience
Steven J. Fromm & Associates, P.C. September 1982 - Present
Margolis & Company, P.C. 1980 - 1982
Touche Ross & Company 1978 - 1980
Deloitte, Haskins & Sells 1977 - 1978
Skills
Estate Planning, Estate Administration, Tax Law, Corporate Law, Income Tax, Corporate Tax, Wills, Trusts, Business Formation, Retirement Planning, Small Business, Tax, Estate Tax Planning, Charities, Retirement, LLC, Real Estate Transactions, Tax Preparation, High Net Worth..., Business Planning, Contract Negotiation, Tax Advisory, Non-profits, Corporate Governance, Powers of Attorney, Gift Tax, IRS, Real Estate, Employee Benefits, Partnership Taxation, 401k, Entity Formation, International Tax, Succession Planning, Legal Representation..., Expert Witness in Tax..., Buy-sell Agreements, Mergers, Probate, Living Wills, Charitable Trusts, Charitable Formations, Tax Exempt Organizations, Individual Taxation, Negotiating Contracts, Legal Advice, Strategic Financial..., Bankruptcy, Elder Law, Financial Planners
Education
New York University School of Law 1976 — 1977
LL.M (TAXATION), Graduate Law Division
John Marshall Law School- Chicago, Illinois 1973 — 1976
JD, LAW
Syracuse University 1969 — 1973
BA, PSYCHOLOGY
Abington High School 1967 — 1969
Steven J. Fromm & Associates, P.C. September 1982 - Present
Margolis & Company, P.C. 1980 - 1982
Touche Ross & Company 1978 - 1980
Deloitte, Haskins & Sells 1977 - 1978
Skills
Estate Planning, Estate Administration, Tax Law, Corporate Law, Income Tax, Corporate Tax, Wills, Trusts, Business Formation, Retirement Planning, Small Business, Tax, Estate Tax Planning, Charities, Retirement, LLC, Real Estate Transactions, Tax Preparation, High Net Worth..., Business Planning, Contract Negotiation, Tax Advisory, Non-profits, Corporate Governance, Powers of Attorney, Gift Tax, IRS, Real Estate, Employee Benefits, Partnership Taxation, 401k, Entity Formation, International Tax, Succession Planning, Legal Representation..., Expert Witness in Tax..., Buy-sell Agreements, Mergers, Probate, Living Wills, Charitable Trusts, Charitable Formations, Tax Exempt Organizations, Individual Taxation, Negotiating Contracts, Legal Advice, Strategic Financial..., Bankruptcy, Elder Law, Financial Planners
Education
New York University School of Law 1976 — 1977
LL.M (TAXATION), Graduate Law Division
John Marshall Law School- Chicago, Illinois 1973 — 1976
JD, LAW
Syracuse University 1969 — 1973
BA, PSYCHOLOGY
Abington High School 1967 — 1969
T. Taylor Payne CPA/PFS, CFP®'s Deloitte Haskins & Sells Experience January 1976 - July 1980
Job Investment Manager, President at Payne Wealth Partners, Inc.
Industry Investment Management
Experience
Payne Wealth Partners, Inc. January 1989 - Present
Black Beauty Coal Company August 1980 - August 1987
Deloitte, Haskins & Sells January 1976 - July 1980
Skills
Wealth Management, Investments, Finance, Investment Strategies, Wealth, Budgets, Team Building
Education
University of Missouri-Columbia 1972 — 1975
BSBA, Accounting
Payne Wealth Partners, Inc. January 1989 - Present
Black Beauty Coal Company August 1980 - August 1987
Deloitte, Haskins & Sells January 1976 - July 1980
Skills
Wealth Management, Investments, Finance, Investment Strategies, Wealth, Budgets, Team Building
Education
University of Missouri-Columbia 1972 — 1975
BSBA, Accounting
Robert Leverich Robert Leverich's Deloitte Haskins & Sells Experience 1981 - 1984
Job V.P. Trade Surveillance Compliance
Industry Capital Markets
Experience
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Julia Gregg Kramer, SPHR, SHRM-SCP Julia Gregg Kramer, SPHR, SHRM-SCP's Deloitte Haskins & Sells Experience 1982 - 1985
Job SVP, Organizational Performance at BancorpSouth Insurance Services / Director, BXSI ThinkHR / AdvantageHR Consulting
Industry Insurance
Experience
BancorpSouth Insurance Services, Inc. March 2013 - Present
The Council of Insurance Agents and Brokers December 2002 - March 2013
Management Resources LLC July 2006 - December 2008
Comtex News Network 1999 - 2002
Dental Benefit Providers 1985 - 1999
Deloitte, Haskins & Sells 1982 - 1985
Skills
Organizational..., Program Development, Human Resources, Employee Engagement, Onboarding, Performance Management, Employee Relations, Leadership Development, Employee Benefits, Succession Planning, Strategic Planning, Talent Management, Benefits Administration, Organizational..., Workforce Planning, Personnel Management, Training, Team Leadership, Recruiting, Executive Coaching, Staff Development
Education
Marymount University, Graduate School of Business Administration
M.A., Human Resources Management
University of North Carolina at Greensboro
B.A., Psychology
BancorpSouth Insurance Services, Inc. March 2013 - Present
The Council of Insurance Agents and Brokers December 2002 - March 2013
Management Resources LLC July 2006 - December 2008
Comtex News Network 1999 - 2002
Dental Benefit Providers 1985 - 1999
Deloitte, Haskins & Sells 1982 - 1985
Skills
Organizational..., Program Development, Human Resources, Employee Engagement, Onboarding, Performance Management, Employee Relations, Leadership Development, Employee Benefits, Succession Planning, Strategic Planning, Talent Management, Benefits Administration, Organizational..., Workforce Planning, Personnel Management, Training, Team Leadership, Recruiting, Executive Coaching, Staff Development
Education
Marymount University, Graduate School of Business Administration
M.A., Human Resources Management
University of North Carolina at Greensboro
B.A., Psychology
Clive Sewell Clive Sewell's Deloitte Haskins & Sells Experience January 1968 - April 1972
Job President at Blazing Star Consultants Inc
Industry Investment Management
Experience
Blazing Star Consultants Inc March 2010 - Present
M & N Tax Consultants Inc October 1997 - March 2010
Lund & McSweeney CPA's January 1994 - April 1997
International Squash Clubs, Inc. January 1978 - 1989
International Executive Data, Inc. January 1975 - December 1981
Overseas Management Consultants, Inc. April 1972 - December 1974
Deloitte, Haskins & Sells January 1968 - April 1972
Education
Golden Gate University 1994 — 1997
MS, Taxation
Roan School, Greenwich, England 1957 — 1962
Blazing Star Consultants Inc March 2010 - Present
M & N Tax Consultants Inc October 1997 - March 2010
Lund & McSweeney CPA's January 1994 - April 1997
International Squash Clubs, Inc. January 1978 - 1989
International Executive Data, Inc. January 1975 - December 1981
Overseas Management Consultants, Inc. April 1972 - December 1974
Deloitte, Haskins & Sells January 1968 - April 1972
Education
Golden Gate University 1994 — 1997
MS, Taxation
Roan School, Greenwich, England 1957 — 1962
Stephen Fuhry Stephen Fuhry's Deloitte Haskins & Sells Experience 1984 - 1985
Job Financial Analyst at Philips Healthcare
Industry Medical Devices
Experience
Philips Healthcare October 2000 - Present
Qualchoice Healthplan November 1992 - October 2000
LTV Steel Company 1985 - 1990
Deloitte, Haskins & Sells 1984 - 1985
Skills
Budgets, Sarbanes-Oxley Act, SAP, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Accounting, Financial Accounting, Accounts Receivable, Financial Audits, Variance Analysis, Account Reconciliation, General Ledger, Consolidation
Education
Cathedral Latin
Miami University
B.S., Accountancy
Trinity High School
Philips Healthcare October 2000 - Present
Qualchoice Healthplan November 1992 - October 2000
LTV Steel Company 1985 - 1990
Deloitte, Haskins & Sells 1984 - 1985
Skills
Budgets, Sarbanes-Oxley Act, SAP, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Accounting, Financial Accounting, Accounts Receivable, Financial Audits, Variance Analysis, Account Reconciliation, General Ledger, Consolidation
Education
Cathedral Latin
Miami University
B.S., Accountancy
Trinity High School
Patricia Meagher's Deloitte Haskins & Sells Experience July 1986 - February 1988
Job Executive Assistant/Fundraising Coordinator
Industry Legal Services
Experience
Southwest Community Services, Inc. November 2013 - Present
Guggenheim Funds Services, Inc. June 2011 - November 2013
The Administrative Professionals October 1993 - September 2011
Affiliated Psychologists, Ltd. February 1991 - June 1993
Boulevard Bank February 1988 - February 1991
Deloitte, Haskins & Sells July 1986 - February 1988
Provest, Inc September 1985 - July 1986
Gould & Ratner November 1983 - August 1985
Skills
Event Planning, Customer Service, Management, Administrative..., Microsoft Office, Team Building, Editing, Microsoft Word, Public Speaking, Administration, Outlook, Business Development, Data Entry, Microsoft Excel, Marketing Strategy, Training, Strategic Planning, Nonprofits
Education
Moraine Valley Community College 1982 — 1982
Concentration in Business
Southwest Community Services, Inc. November 2013 - Present
Guggenheim Funds Services, Inc. June 2011 - November 2013
The Administrative Professionals October 1993 - September 2011
Affiliated Psychologists, Ltd. February 1991 - June 1993
Boulevard Bank February 1988 - February 1991
Deloitte, Haskins & Sells July 1986 - February 1988
Provest, Inc September 1985 - July 1986
Gould & Ratner November 1983 - August 1985
Skills
Event Planning, Customer Service, Management, Administrative..., Microsoft Office, Team Building, Editing, Microsoft Word, Public Speaking, Administration, Outlook, Business Development, Data Entry, Microsoft Excel, Marketing Strategy, Training, Strategic Planning, Nonprofits
Education
Moraine Valley Community College 1982 — 1982
Concentration in Business
Jack Whalen, SIOR, CPA Jack Whalen, SIOR, CPA's Deloitte Haskins & Sells Experience June 1978 - August 1986
Job Senior Vice President, Industrial Real Estate Consultant
Industry Commercial Real Estate
Experience
HEGER INDUSTRIAL April 2013 - Present
HEGER INDUSTRIAL April 2013 - Present
SIOR and AIR January 2000 - Present
CSCMP January 2000 - August 2010
WERC January 2000 - July 2010
CSCMP 2005 - 2010
Deloitte, Haskins & Sells June 1978 - August 1986
Deloitte Haskins & Sellls 1979 - 1985
Skills
Consultant, Tenant Representation, Market Knowledge, Disposition, Leases, Real Estate, Investment Properties, Relocation, Renewals, Sale-Leaseback, Location Intelligence, Brokerage, Corporate Real Estate, Real Estate Transactions, Landlord, Sellers, Lease Negotiations, Real Property, Tenant, Property Management, Commercial Real Estate, Shopping Centers, Land Acquisition, Contract Negotiation, Lease Administration, Real Estate Economics, Real Estate Development, Landlords, Real Estate Financing, Acquisitions, 1031 Exchanges, Negotiation, Due Diligence, Property, Investors, Selling, Facilities Management, Asset Management, Investments, Appraisals, Valuation, REO, Apartments, Start-ups, Foreclosures, Dispositions, Buyer Representation, Market Analysis
Education
University of Southern California 1977 — 1979
Bachelor's, Business Administration and Accounting
Bishop Montgomery High School 1971 — 1974
High School, Business Administration and Management, General
HEGER INDUSTRIAL April 2013 - Present
HEGER INDUSTRIAL April 2013 - Present
SIOR and AIR January 2000 - Present
CSCMP January 2000 - August 2010
WERC January 2000 - July 2010
CSCMP 2005 - 2010
Deloitte, Haskins & Sells June 1978 - August 1986
Deloitte Haskins & Sellls 1979 - 1985
Skills
Consultant, Tenant Representation, Market Knowledge, Disposition, Leases, Real Estate, Investment Properties, Relocation, Renewals, Sale-Leaseback, Location Intelligence, Brokerage, Corporate Real Estate, Real Estate Transactions, Landlord, Sellers, Lease Negotiations, Real Property, Tenant, Property Management, Commercial Real Estate, Shopping Centers, Land Acquisition, Contract Negotiation, Lease Administration, Real Estate Economics, Real Estate Development, Landlords, Real Estate Financing, Acquisitions, 1031 Exchanges, Negotiation, Due Diligence, Property, Investors, Selling, Facilities Management, Asset Management, Investments, Appraisals, Valuation, REO, Apartments, Start-ups, Foreclosures, Dispositions, Buyer Representation, Market Analysis
Education
University of Southern California 1977 — 1979
Bachelor's, Business Administration and Accounting
Bishop Montgomery High School 1971 — 1974
High School, Business Administration and Management, General
David W. Mischler David W. Mischler's Deloitte Haskins & Sells Experience 1984 - 1988
Job President Altascend Consulting
Industry Marketing and Advertising
Experience
Altascend Consulting February 2011 - Present
Protected Tomorrows August 2010 - January 2011
Inner Circle Chicago June 2009 - August 2010
LaSalle Bank July 2006 - March 2008
Aon Corp March 1999 - July 2006
Foote, Cone & Belding 1994 - 1999
GreenHouse Communications 1993 - 1994
Leo Burnett 1990 - 1993
Deloitte, Haskins & Sells 1984 - 1988
Skills
Marketing Strategy, Business Development, Business Planning, Advertising, Brand Management, Financial Analysis, Research, Growth Strategies, Strategic Planning, Integrated Marketing, Marketing, Marketing Communications, Public Speaking, Business Strategy
Education
Indiana University Bloomington 1988 — 1990
MBA, marketing
The Ohio State University
BSBA, accounting
Altascend Consulting February 2011 - Present
Protected Tomorrows August 2010 - January 2011
Inner Circle Chicago June 2009 - August 2010
LaSalle Bank July 2006 - March 2008
Aon Corp March 1999 - July 2006
Foote, Cone & Belding 1994 - 1999
GreenHouse Communications 1993 - 1994
Leo Burnett 1990 - 1993
Deloitte, Haskins & Sells 1984 - 1988
Skills
Marketing Strategy, Business Development, Business Planning, Advertising, Brand Management, Financial Analysis, Research, Growth Strategies, Strategic Planning, Integrated Marketing, Marketing, Marketing Communications, Public Speaking, Business Strategy
Education
Indiana University Bloomington 1988 — 1990
MBA, marketing
The Ohio State University
BSBA, accounting
Luis Harris Luis Harris's Deloitte Haskins & Sells Experience May 1983 - September 1986
Job L.F.Harris & Associates, CPA, PA
Industry Accounting
Experience
L.F.Harris & Associates, CPA, PA June 1996 - Present
Deloitte, Haskins & Sells May 1983 - September 1986
Skills
Accounting, Auditing, Tax Preparation, GAAP, QuickBooks, Budgets, Corporate Tax, CPA, Variance Analysis, Income Tax, Financial Reporting, US GAAP, Forensic Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Bookkeeping, Internal Audit, Financial Analysis, Mergers & Acquisitions, Accounts Payable, Financial Modeling, Strategic Financial..., Due Diligence, Management, Small Business, Accounts Receivable, Payroll, Fixed Assets, Finance, Cash Management, Sales Tax, Managerial Finance, Tax Accounting, SEC filings
Education
Pace University 1981 — 1984
BBA, Accounting
L.F.Harris & Associates, CPA, PA June 1996 - Present
Deloitte, Haskins & Sells May 1983 - September 1986
Skills
Accounting, Auditing, Tax Preparation, GAAP, QuickBooks, Budgets, Corporate Tax, CPA, Variance Analysis, Income Tax, Financial Reporting, US GAAP, Forensic Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Bookkeeping, Internal Audit, Financial Analysis, Mergers & Acquisitions, Accounts Payable, Financial Modeling, Strategic Financial..., Due Diligence, Management, Small Business, Accounts Receivable, Payroll, Fixed Assets, Finance, Cash Management, Sales Tax, Managerial Finance, Tax Accounting, SEC filings
Education
Pace University 1981 — 1984
BBA, Accounting
Greg Ventura Greg Ventura's Deloitte Haskins & Sells Experience 1987 - 1988
Job Quality Assurance Manager at DZS Software Solutions, Inc.
Industry Pharmaceuticals
Experience
DZS Software Solutions, Inc. 1997 - Present
DZS Computer Solutions, Inc. 1991 - 1997
Smith Barney 1988 - 1990
Deloitte, Haskins & Sells 1987 - 1988
Purolator Products, Inc. 1985 - 1987
Skills
21 CFR Part 11, Quality Assurance, Software Documentation, FDA, Computer System..., SDLC, Clinical Data Management, Programming, CRO, Testing, Data Management, Sop, EDC, GxP, Databases, Software Development, SAS, Clinical Trials, CTMS, Validation, CDISC, GCP, V&V, Software Quality..., User Acceptance Testing, ICH-GCP, Quality System, System Testing, Manual Testing, Black\Whitebox Testing, Unit Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
B.A., Mathematics
DZS Software Solutions, Inc. 1997 - Present
DZS Computer Solutions, Inc. 1991 - 1997
Smith Barney 1988 - 1990
Deloitte, Haskins & Sells 1987 - 1988
Purolator Products, Inc. 1985 - 1987
Skills
21 CFR Part 11, Quality Assurance, Software Documentation, FDA, Computer System..., SDLC, Clinical Data Management, Programming, CRO, Testing, Data Management, Sop, EDC, GxP, Databases, Software Development, SAS, Clinical Trials, CTMS, Validation, CDISC, GCP, V&V, Software Quality..., User Acceptance Testing, ICH-GCP, Quality System, System Testing, Manual Testing, Black\Whitebox Testing, Unit Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
B.A., Mathematics
Christie O'sullivan Christie O'sullivan's Deloitte Haskins & Sells Experience 1983 - 1986
Job Owner at AllChristie International, LLC
Industry Health, Wellness and Fitness
Experience
AllChristie International, LLC December 2004 - Present
AllChristie Massage May 2004 - Present
US Courts 1988 - 2002
Deloitte, Haskins & Sells 1983 - 1986
Skills
Therapeutic Massage, Deep Tissue Massage, Aromatherapy, Bodywork, Reflexology, Small Business, Relaxation and Stress..., Reiki & Energy Therapy, Stretching Exercises, Essential oils and..., Hot Rocks, Trigger Point Therapy, Stress, Reiki, Essential Oils, Healing, Pain Management, Wellness, Nutrition, Energy Healing
Education
Massage School 2004 — 2005
Nationally & State Licensed Therapist, Anatomy
Utah College of Massage Therapy 2004 — 2005
Licensed Therapist, Anatomy, Pathology, Accupressure, Structure
University of Phoenix 1987 — 1989
BSBA, Business, Management, Marketing, and Related Support Services
Pima Community College 1975 — 1978
Accounting, Accounting and Finance
University of Arizona 1960 — 1962
Student, Pre-Med and Secretarial
AllChristie International, LLC December 2004 - Present
AllChristie Massage May 2004 - Present
US Courts 1988 - 2002
Deloitte, Haskins & Sells 1983 - 1986
Skills
Therapeutic Massage, Deep Tissue Massage, Aromatherapy, Bodywork, Reflexology, Small Business, Relaxation and Stress..., Reiki & Energy Therapy, Stretching Exercises, Essential oils and..., Hot Rocks, Trigger Point Therapy, Stress, Reiki, Essential Oils, Healing, Pain Management, Wellness, Nutrition, Energy Healing
Education
Massage School 2004 — 2005
Nationally & State Licensed Therapist, Anatomy
Utah College of Massage Therapy 2004 — 2005
Licensed Therapist, Anatomy, Pathology, Accupressure, Structure
University of Phoenix 1987 — 1989
BSBA, Business, Management, Marketing, and Related Support Services
Pima Community College 1975 — 1978
Accounting, Accounting and Finance
University of Arizona 1960 — 1962
Student, Pre-Med and Secretarial
Joseph Callahan Joseph Callahan's Deloitte Haskins & Sells Experience 1986 - 1988
Job Attorney at Mackay, Caswell & Callahan, P. C.
Industry Law Practice
Experience
Mackay, Caswell & Callahan, P.C. February 1992 - Present
Erie Canalway National Heritage Corridor Commission 2001 - 2010
City of Syracuse, New York 1998 - 1999
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 - 1996
Menter, Rudin & Trivelpiece May 1988 - November 1991
Deloitte, Haskins & Sells 1986 - 1988
New York State Assembly 1981 - 1982
Skills
Tax Law, Income Tax, Small Business, Estate Planning, Commercial Real Estate, Business Formation, Commercial Litigation, Corporate Law, LLC, Contract Negotiation, Estate Administration, Asset Protection, Strategic Planning, Property Law, Tax, Real Estate, Legal Assistance, Accounting, Legal Writing, Licensing, Litigation, Trusts, Loans, Fraud, Courts, Wills, CPA, Real Estate Transactions, Legal Research
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1986
M.S., Accounting
Syracuse University College of Law 1982 — 1986
J.D., Law
Syracuse University - S.I. Newhouse School of Public Communications 1978 — 1981
B.S., Public Relations
Assumption Catholic Academy High School 1974 — 1978
H.S. Diploma
Mackay, Caswell & Callahan, P.C. February 1992 - Present
Erie Canalway National Heritage Corridor Commission 2001 - 2010
City of Syracuse, New York 1998 - 1999
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 - 1996
Menter, Rudin & Trivelpiece May 1988 - November 1991
Deloitte, Haskins & Sells 1986 - 1988
New York State Assembly 1981 - 1982
Skills
Tax Law, Income Tax, Small Business, Estate Planning, Commercial Real Estate, Business Formation, Commercial Litigation, Corporate Law, LLC, Contract Negotiation, Estate Administration, Asset Protection, Strategic Planning, Property Law, Tax, Real Estate, Legal Assistance, Accounting, Legal Writing, Licensing, Litigation, Trusts, Loans, Fraud, Courts, Wills, CPA, Real Estate Transactions, Legal Research
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1986
M.S., Accounting
Syracuse University College of Law 1982 — 1986
J.D., Law
Syracuse University - S.I. Newhouse School of Public Communications 1978 — 1981
B.S., Public Relations
Assumption Catholic Academy High School 1974 — 1978
H.S. Diploma
Thomas Conis Thomas Conis's Deloitte Haskins & Sells Experience August 1984 - September 1986
Job Domestic Tax Manager at Miller Brewing Company
Industry Staffing and Recruiting
Experience
Miller Brewing Company November 2010 - Present
Manpower April 2001 - August 2010
Case New Holland September 1991 - April 2001
Arthur Andersen & Co September 1986 - September 1991
Deloitte, Haskins & Sells August 1984 - September 1986
Skills
Tax Audits, Tax Compliance, Tax, Corporate Tax, Federal Tax
Education
Creighton University School of Law 1981 — 1984
Juris Doctor, Law
Creighton University 1979 — 1981
BSBA, Accounting
Miller Brewing Company November 2010 - Present
Manpower April 2001 - August 2010
Case New Holland September 1991 - April 2001
Arthur Andersen & Co September 1986 - September 1991
Deloitte, Haskins & Sells August 1984 - September 1986
Skills
Tax Audits, Tax Compliance, Tax, Corporate Tax, Federal Tax
Education
Creighton University School of Law 1981 — 1984
Juris Doctor, Law
Creighton University 1979 — 1981
BSBA, Accounting
Jeanne Busch Jeanne Busch's Deloitte Haskins & Sells Experience January 1985 - June 1988
Job Senior IT/PMO/CRM Specialist
Industry Information Technology and Services
Experience
TekExtra 2008 - Present
CAEL June 2012 - December 2013
K12 Inc. June 2007 - September 2008
Business-Technology Bridge September 2001 - November 2007
Sylvan Prometric January 1996 - September 2001
Echo Systems Consulting June 1988 - January 1996
Deloitte, Haskins & Sells January 1985 - June 1988
Skills
IT Management, Project Management, Program Management, Cross-functional Team..., CRM, Business Process..., Software Project..., Change Management, ERP, Leadership, Risk Management, Process Improvement, Business Intelligence, Software Development, SDLC, PMO, Business Strategy, Outsourcing, Analysis, Consulting, Visio, Management, Strategic Planning, Enterprise Software, Database Design, Data Center, Requirements Gathering, Testing, Staff Development, Vendor Management, Business Development, Information Technology, Enterprise Architecture, Turn Around Management, Management Consulting, Team Leadership, Corporate Development, IT Strategy, Databases, MS Project, Budgets, Integration, Project Portfolio..., PMP, Start-ups, Executive Management, Business Process
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business
MBA work
Golden Gate University
MBA work
Wayne State University
MS work
Wayne State University
Bachelor
Wayne State University
Bachelor
Lewis Cass Technical High School
HS Diploma
TekExtra 2008 - Present
CAEL June 2012 - December 2013
K12 Inc. June 2007 - September 2008
Business-Technology Bridge September 2001 - November 2007
Sylvan Prometric January 1996 - September 2001
Echo Systems Consulting June 1988 - January 1996
Deloitte, Haskins & Sells January 1985 - June 1988
Skills
IT Management, Project Management, Program Management, Cross-functional Team..., CRM, Business Process..., Software Project..., Change Management, ERP, Leadership, Risk Management, Process Improvement, Business Intelligence, Software Development, SDLC, PMO, Business Strategy, Outsourcing, Analysis, Consulting, Visio, Management, Strategic Planning, Enterprise Software, Database Design, Data Center, Requirements Gathering, Testing, Staff Development, Vendor Management, Business Development, Information Technology, Enterprise Architecture, Turn Around Management, Management Consulting, Team Leadership, Corporate Development, IT Strategy, Databases, MS Project, Budgets, Integration, Project Portfolio..., PMP, Start-ups, Executive Management, Business Process
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business
MBA work
Golden Gate University
MBA work
Wayne State University
MS work
Wayne State University
Bachelor
Wayne State University
Bachelor
Lewis Cass Technical High School
HS Diploma
Karen Dean Karen Dean's Deloitte Haskins & Sells Experience 1979 - 1983
Job Director of Finance Physician Acquisitions
Industry Hospital & Health Care
Experience
Catholic Health Services January 2015 - Present
Catholic Health Services February 2012 - January 2015
CHS/St Joseph Hospital October 2008 - January 2012
CA, Inc. (formerly Computer Associates) July 2007 - October 2008
Winthrop University Hospital April 2003 - July 2008
CPA Firm 1990 - 2003
National Westminster Bank 1983 - 1990
Deloitte, Haskins & Sells 1979 - 1983
Skills
Excel, Analysis, FMV analysis, Financial Analysis, Variance Analysis, Reconciliations, Healthcare, Lawson, Process Improvement, Monarch, Rate Modeling, Finance, Accounts Payable, Microsoft Office, Essbase, Financial Reporting, Accounting, Budgeting, General Ledger, Accruals, Journal Entries, Fixed Assets, GAAP, Reconciliation, Financial Planning, Accounts Receivable, Financial Accounting, Hyperion, Revenue Recognition, Expenses, Account Reconciliation, Cash Management, Physician Relations, Managerial Finance, Auditing, Financial Statements, Cash Flow, QuickBooks, Internal Audit, Bank Reconciliation, Microsoft Excel
Education
St. John's University
Bachelor's Degree, Accounting
Catholic Health Services January 2015 - Present
Catholic Health Services February 2012 - January 2015
CHS/St Joseph Hospital October 2008 - January 2012
CA, Inc. (formerly Computer Associates) July 2007 - October 2008
Winthrop University Hospital April 2003 - July 2008
CPA Firm 1990 - 2003
National Westminster Bank 1983 - 1990
Deloitte, Haskins & Sells 1979 - 1983
Skills
Excel, Analysis, FMV analysis, Financial Analysis, Variance Analysis, Reconciliations, Healthcare, Lawson, Process Improvement, Monarch, Rate Modeling, Finance, Accounts Payable, Microsoft Office, Essbase, Financial Reporting, Accounting, Budgeting, General Ledger, Accruals, Journal Entries, Fixed Assets, GAAP, Reconciliation, Financial Planning, Accounts Receivable, Financial Accounting, Hyperion, Revenue Recognition, Expenses, Account Reconciliation, Cash Management, Physician Relations, Managerial Finance, Auditing, Financial Statements, Cash Flow, QuickBooks, Internal Audit, Bank Reconciliation, Microsoft Excel
Education
St. John's University
Bachelor's Degree, Accounting
Craig Crebbin's Deloitte Haskins & Sells Experience September 1982 - March 1986
Job Retired, Charles Schwab & Co., Inc.
Industry Capital Markets
Experience
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Elaine Crowley's Deloitte Haskins & Sells Experience June 1979 - June 1981
Job Liquidation Trustee at The Bombay Company Inc.
Industry Retail
Experience
The Bombay Company Inc. September 2008 - Present
Mattress Giant Corp August 2010 - September 2012
Michaels Stores, Inc. August 2008 - August 2010
The Bombay Company, Inc. August 1990 - August 2008
Price Waterhouse September 1981 - July 1990
Deloitte, Haskins & Sells June 1979 - June 1981
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1979
The Bombay Company Inc. September 2008 - Present
Mattress Giant Corp August 2010 - September 2012
Michaels Stores, Inc. August 2008 - August 2010
The Bombay Company, Inc. August 1990 - August 2008
Price Waterhouse September 1981 - July 1990
Deloitte, Haskins & Sells June 1979 - June 1981
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1979
Richard Creeth's Deloitte Haskins & Sells Experience 1972 - 1985
Job Retired
Industry Computer Software
Experience
QueBIT Consulting, LLC January 2009 - June 2015
Creeth, Richman & Associates, Inc. July 1985 - December 2008
Deloitte, Haskins & Sells 1972 - 1985
Skills
ERP, OLAP, Business Analysis, Cognos, Enterprise Software, Finance, SaaS, Management, Software Development, Financial Modeling, SQL, Financial Analysis, Forecasting, VBA, Integration, Analytics, Business Intelligence, Microsoft SQL Server, Business Intelligence..., Solution Architecture, Data Warehousing, Web Applications, Professional Services, Software, Business Analytics, Process Improvement, Solution Selling, Data Modeling, Dashboard, Visual Basic, Databases, Requirements Analysis, Visual Studio, Consulting, Mobile Applications, Data Integration, Data Mining, ETL, Billing Systems, Strategy
Education
Coventry University 1968 — 1971
Bachelor of Science (B.Sc.), Applied Physics
QueBIT Consulting, LLC January 2009 - June 2015
Creeth, Richman & Associates, Inc. July 1985 - December 2008
Deloitte, Haskins & Sells 1972 - 1985
Skills
ERP, OLAP, Business Analysis, Cognos, Enterprise Software, Finance, SaaS, Management, Software Development, Financial Modeling, SQL, Financial Analysis, Forecasting, VBA, Integration, Analytics, Business Intelligence, Microsoft SQL Server, Business Intelligence..., Solution Architecture, Data Warehousing, Web Applications, Professional Services, Software, Business Analytics, Process Improvement, Solution Selling, Data Modeling, Dashboard, Visual Basic, Databases, Requirements Analysis, Visual Studio, Consulting, Mobile Applications, Data Integration, Data Mining, ETL, Billing Systems, Strategy
Education
Coventry University 1968 — 1971
Bachelor of Science (B.Sc.), Applied Physics
Tom Choy's Deloitte Haskins & Sells Experience January 1979 - April 1983
Job Chief Financial Officer at Compass Health Systems, PA
Industry Staffing and Recruiting
Experience
Compass Health Systems, PA January 2014 - Present
Parallon Workforce Solutions June 2008 - December 2013
AMN Healthcare June 2003 - May 2008
Preferred Healthcare Staffing May 1998 - June 2003
Reeves, Pearigen & Choy, CPA's January 1990 - December 1995
First Federated Savings Bank April 1983 - September 1989
Deloitte, Haskins & Sells January 1979 - April 1983
Skills
Finance, Customer Driven, Recruiting, Healthcare, Strategy, Payroll, Managerial Finance, Accounting, Hospitals, Management, Budgets, Executive Management, Business Intelligence, Process Improvement, Internal Audit, Temporary Placement, Financial Analysis, Strategic Planning, Banking, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Applicant Tracking..., Cash Flow, GAAP, Revenue Cycle, Mergers & Acquisitions, Temporary Staffing, Microsoft Excel, Internal Controls, Human Resources, PeopleSoft, Revenue Cycle Management, Staffing Services, Great Plains Software, Healthcare Consulting, Healthcare Industry, Contract Negotiation, Sourcing, Tax, Talent Acquisition, US GAAP, Leadership, Sarbanes-Oxley, Accounts Receivable, CPA, Healthcare Reimbursement, Team Building, Team Leadership
Education
Florida Atlantic University 1977 — 1979
BBA, Accounting
Florida Atlantic University 1977 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Compass Health Systems, PA January 2014 - Present
Parallon Workforce Solutions June 2008 - December 2013
AMN Healthcare June 2003 - May 2008
Preferred Healthcare Staffing May 1998 - June 2003
Reeves, Pearigen & Choy, CPA's January 1990 - December 1995
First Federated Savings Bank April 1983 - September 1989
Deloitte, Haskins & Sells January 1979 - April 1983
Skills
Finance, Customer Driven, Recruiting, Healthcare, Strategy, Payroll, Managerial Finance, Accounting, Hospitals, Management, Budgets, Executive Management, Business Intelligence, Process Improvement, Internal Audit, Temporary Placement, Financial Analysis, Strategic Planning, Banking, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Applicant Tracking..., Cash Flow, GAAP, Revenue Cycle, Mergers & Acquisitions, Temporary Staffing, Microsoft Excel, Internal Controls, Human Resources, PeopleSoft, Revenue Cycle Management, Staffing Services, Great Plains Software, Healthcare Consulting, Healthcare Industry, Contract Negotiation, Sourcing, Tax, Talent Acquisition, US GAAP, Leadership, Sarbanes-Oxley, Accounts Receivable, CPA, Healthcare Reimbursement, Team Building, Team Leadership
Education
Florida Atlantic University 1977 — 1979
BBA, Accounting
Florida Atlantic University 1977 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Dennis Devine's Deloitte Haskins & Sells Experience December 1981 - May 1984
Job Associate Director, Consumer Solutions at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble September 2010 - Present
Procter & Gamble February 2007 - September 2010
Procter & Gamble October 1997 - February 2007
Procter & Gamble April 1992 - October 1997
Procter & Gamble September 1986 - March 1992
BMC Industries May 1984 - June 1985
Deloitte, Haskins & Sells December 1981 - May 1984
Skills
Consumer Relationship..., Accounting and..., Data Center Management, Digital Marketing, Web Site Design, Leadership Development, Capacity and..., Competitive Analysis, CRM, Market Research, Marketing, Advertising, Mobile Devices, Analysis, Training, Mergers & Acquisitions, Project Planning, Consumer Products, IT Service Management, Customer Insight, Shopper Marketing, FMCG, Cross-functional Team..., ITIL, Product Innovation, Leadership, Marketing Strategy, IT Strategy, Project Portfolio..., Business Analysis, Segmentation, Change Management, Strategy, Management, Project Management, Business Strategy, Program Management, Process Improvement
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Information Systems
University of Iowa 1977 — 1981
BBA, Accounting
Procter & Gamble September 2010 - Present
Procter & Gamble February 2007 - September 2010
Procter & Gamble October 1997 - February 2007
Procter & Gamble April 1992 - October 1997
Procter & Gamble September 1986 - March 1992
BMC Industries May 1984 - June 1985
Deloitte, Haskins & Sells December 1981 - May 1984
Skills
Consumer Relationship..., Accounting and..., Data Center Management, Digital Marketing, Web Site Design, Leadership Development, Capacity and..., Competitive Analysis, CRM, Market Research, Marketing, Advertising, Mobile Devices, Analysis, Training, Mergers & Acquisitions, Project Planning, Consumer Products, IT Service Management, Customer Insight, Shopper Marketing, FMCG, Cross-functional Team..., ITIL, Product Innovation, Leadership, Marketing Strategy, IT Strategy, Project Portfolio..., Business Analysis, Segmentation, Change Management, Strategy, Management, Project Management, Business Strategy, Program Management, Process Improvement
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Information Systems
University of Iowa 1977 — 1981
BBA, Accounting
Nancy Eckl's Deloitte Haskins & Sells Experience September 1984 - October 1987
Job Independent Director/Trustee and Former Investment Executive
Industry Financial Services
Experience
TIAA-CREF Funds and College Retirement Equities Fund May 2007 - Present
The Lazard Funds Complex February 2007 - Present
American Beacon Advisors May 1995 - October 2006
American Beacon Funds December 1990 - October 2006
American Beacon Advisors December 1990 - May 1995
American Beacon Funds December 1990 - May 1995
American Beacon Advisors February 1989 - November 1990
AMR Information Services, Inc. October 1987 - February 1989
Deloitte, Haskins & Sells September 1984 - October 1987
Skills
Mutual Funds, Asset Management, Investments, Securities
Education
Certified Public Accountant, State of Texas
University of Notre Dame - Mendoza College of Business
BBA, Accounting
TIAA-CREF Funds and College Retirement Equities Fund May 2007 - Present
The Lazard Funds Complex February 2007 - Present
American Beacon Advisors May 1995 - October 2006
American Beacon Funds December 1990 - October 2006
American Beacon Advisors December 1990 - May 1995
American Beacon Funds December 1990 - May 1995
American Beacon Advisors February 1989 - November 1990
AMR Information Services, Inc. October 1987 - February 1989
Deloitte, Haskins & Sells September 1984 - October 1987
Skills
Mutual Funds, Asset Management, Investments, Securities
Education
Certified Public Accountant, State of Texas
University of Notre Dame - Mendoza College of Business
BBA, Accounting
Cheryl W. Kfuri's Deloitte Haskins & Sells Experience 1980 - 1981
Job Chief, Special Assets Unit at Inter American Development Bank
Industry Banking
Experience
Inter American Development Bank Manager, Project FinanceOverseas Private Investment Corporation1987 - 1996
Midland Bank Plc 1985 - 1986
Crocker National Bank 1981 - 1985
Deloitte, Haskins & Sells 1980 - 1981
Itel Corporation 1979 - 1980
Skills
Project Finance, Corporate Finance, Structured Finance, Emerging Markets, Credit Risk, Microfinance, Latin America, Financial Structuring, Private Equity, Capital Markets, Commercial Banking, Restructuring, Trade Finance, Risk Management, Debt Restructuring, Finance, Financial Modeling
Education
University of South Carolina-Columbia 1976 — 1978
Masters in International Business Studies, International business
Randolph-Macon College 1972 — 1976
Bachelor of Science, Economics
Ferguson High School
Inter American Development Bank Manager, Project FinanceOverseas Private Investment Corporation1987 - 1996
Midland Bank Plc 1985 - 1986
Crocker National Bank 1981 - 1985
Deloitte, Haskins & Sells 1980 - 1981
Itel Corporation 1979 - 1980
Skills
Project Finance, Corporate Finance, Structured Finance, Emerging Markets, Credit Risk, Microfinance, Latin America, Financial Structuring, Private Equity, Capital Markets, Commercial Banking, Restructuring, Trade Finance, Risk Management, Debt Restructuring, Finance, Financial Modeling
Education
University of South Carolina-Columbia 1976 — 1978
Masters in International Business Studies, International business
Randolph-Macon College 1972 — 1976
Bachelor of Science, Economics
Ferguson High School
Frank Buckless's Deloitte Haskins & Sells Experience June 1980 - September 1980
Job KPMG Professor and Department Head of Accounting at North Carolina State University
Industry Higher Education
Experience
North Carolina State University January 1989 - Present
Arthur Andersen & Co. August 1981 - December 1984
Deloitte, Haskins & Sells June 1980 - September 1980
Skills
Accounting, Internal Controls, Auditing, Financial Reporting
Education
Michigan State University - The Eli Broad College of Business 1985 — 1989
Ph.D., Accounting
Michigan State University - The Eli Broad College of Business 1977 — 1981
Bachelor of Arts, Accounting
North Carolina State University January 1989 - Present
Arthur Andersen & Co. August 1981 - December 1984
Deloitte, Haskins & Sells June 1980 - September 1980
Skills
Accounting, Internal Controls, Auditing, Financial Reporting
Education
Michigan State University - The Eli Broad College of Business 1985 — 1989
Ph.D., Accounting
Michigan State University - The Eli Broad College of Business 1977 — 1981
Bachelor of Arts, Accounting
Mary Jane Olhasso, CPA's Deloitte Haskins & Sells Experience 1982 - 1987
Job Assistant Executive Officer at County of San Bernardino
Industry Government Administration
Experience
County of San Bernardino April 2013 - Present
County of San Bernardino, CA May 2010 - May 2013
CoreNet Global 2004 - May 2010
City of Ontario May 1998 - May 2010
City of Temecula, California August 1990 - May 1998
Moreland & Associates, Inc. 1988 - 1989
Birtcher Development 1986 - 1988
Deloitte, Haskins & Sells 1982 - 1987
Skills
Real Estate, Economic Development, Community Development, Project Management, Corporate Real Estate, Strategic Planning, Government, Real Estate Development, Event Planning, Public Speaking, Real Estate Transactions, Redevelopment, Non-profits, Location Intelligence, Policy Analysis, Management, Policy, Nonprofits, Public Relations, Leadership, Contract Negotiation, Organizational..., Budgets, Customer Service, Marketing Communications, Disposition, Community Outreach, Strategy, Analysis, CoreNet Global, Senior..., Local Government, Land Use Planning, Fundraising, Zoning, Public Policy, Leadership Development, Finance, Program Management, Grants, Land Use, Workforce Development, Entitlements, Lease Negotiations, Proposal Writing, Project Planning, Sustainability, Contract Management, Negotiation, Team Building, Public Administration
Education
University of Redlands 1996 — 1999
MBA, Business
California State University-Fullerton
BS, Business-Accounting
County of San Bernardino April 2013 - Present
County of San Bernardino, CA May 2010 - May 2013
CoreNet Global 2004 - May 2010
City of Ontario May 1998 - May 2010
City of Temecula, California August 1990 - May 1998
Moreland & Associates, Inc. 1988 - 1989
Birtcher Development 1986 - 1988
Deloitte, Haskins & Sells 1982 - 1987
Skills
Real Estate, Economic Development, Community Development, Project Management, Corporate Real Estate, Strategic Planning, Government, Real Estate Development, Event Planning, Public Speaking, Real Estate Transactions, Redevelopment, Non-profits, Location Intelligence, Policy Analysis, Management, Policy, Nonprofits, Public Relations, Leadership, Contract Negotiation, Organizational..., Budgets, Customer Service, Marketing Communications, Disposition, Community Outreach, Strategy, Analysis, CoreNet Global, Senior..., Local Government, Land Use Planning, Fundraising, Zoning, Public Policy, Leadership Development, Finance, Program Management, Grants, Land Use, Workforce Development, Entitlements, Lease Negotiations, Proposal Writing, Project Planning, Sustainability, Contract Management, Negotiation, Team Building, Public Administration
Education
University of Redlands 1996 — 1999
MBA, Business
California State University-Fullerton
BS, Business-Accounting
Kirk Magee's Deloitte Haskins & Sells Experience September 1985 - January 1986
Job Purchasing Inventory Manager at Nelson Auto Group, Tulsa, OK
Industry Automotive
Experience
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Brian Gero's Deloitte Haskins & Sells Experience 1984 - 1987
Job Senior Accountant at State Street
Industry Financial Services
Experience
State Street 2005 - 2011
Franco Manufacturing Co., inc. 1995 - 2005
General Instrument Corp. 1993 - 1995
Revlon 1988 - 1993
Federated Department Stores 1987 - 1988
Deloitte, Haskins & Sells 1984 - 1987
Skills
Fund Accounting, Audit, Accounting, Financial Accounting, Reconciliation, General Ledger, Cash Management, Variance Analysis, Financial Analysis, Forecasting, Internal Controls, Compliance, GAAP, Mutual Funds, Budgeting, Excel, Reconciliations, External Audit, Auditing, Account Reconciliation, Microsoft Excel, Teamwork, Tax, Internal Audit, Process Improvement, Financial Statements, US GAAP, Financial Reporting, Accruals, Budgets
Education
Seton Hall University
Bachelor's degree, Accounting and Finance
State Street 2005 - 2011
Franco Manufacturing Co., inc. 1995 - 2005
General Instrument Corp. 1993 - 1995
Revlon 1988 - 1993
Federated Department Stores 1987 - 1988
Deloitte, Haskins & Sells 1984 - 1987
Skills
Fund Accounting, Audit, Accounting, Financial Accounting, Reconciliation, General Ledger, Cash Management, Variance Analysis, Financial Analysis, Forecasting, Internal Controls, Compliance, GAAP, Mutual Funds, Budgeting, Excel, Reconciliations, External Audit, Auditing, Account Reconciliation, Microsoft Excel, Teamwork, Tax, Internal Audit, Process Improvement, Financial Statements, US GAAP, Financial Reporting, Accruals, Budgets
Education
Seton Hall University
Bachelor's degree, Accounting and Finance
Vicky Regan's Deloitte Haskins & Sells Experience 1985 - 1988
Job Managing Director at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank 2007 - Present
First Chicago Capital Markets 1990 - 1999
Deloitte, Haskins & Sells 1985 - 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance & Management
University of California, Santa Barbara 1981 — 1985
BA, Business Economics/Accounting
Silicon Valley Bank 2007 - Present
First Chicago Capital Markets 1990 - 1999
Deloitte, Haskins & Sells 1985 - 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance & Management
University of California, Santa Barbara 1981 — 1985
BA, Business Economics/Accounting
Ron Walters's Deloitte Haskins & Sells Experience 1986 - 1989
Job Principal at NBBJ
Industry Architecture & Planning
Experience
NBBJ PrincipalEcotone Partners1989 - 2008
21st Century Learning Institute 1991 - 1995
Deloitte, Haskins & Sells 1986 - 1989
Comarc Systems 1970 - 1986
Education
University of Idaho 1964 — 1970
B. Arch., Architecture, Veterinary Medicine
NBBJ PrincipalEcotone Partners1989 - 2008
21st Century Learning Institute 1991 - 1995
Deloitte, Haskins & Sells 1986 - 1989
Comarc Systems 1970 - 1986
Education
University of Idaho 1964 — 1970
B. Arch., Architecture, Veterinary Medicine
Debie Pomorski's Deloitte Haskins & Sells Experience 1981 - 1983
Job VP Finance & Administration
Industry Market Research
Experience
Gongos, Inc. January 2012 - Present
Gail & Rice, Inc April 2004 - December 2011
Domino's Pizza 1986 - 1987
Leaseway Transportation 1983 - 1985
Deloitte, Haskins & Sells 1981 - 1983
Skills
Budgets, Strategic Planning, Microsoft Excel, Microsoft Office, Team Building, Market Research, Accounting, Leadership, Marketing, New Business Development, Social Media, Analysis, Data Analysis, FRx, PowerPoint, Forecasting, Finance, Auditing, Retail
Education
Michigan State University 1978 — 1981
BA Accounting, Accounting, 3.5
Port Huron Northern High School
St. Edward's On the Lake
Gongos, Inc. January 2012 - Present
Gail & Rice, Inc April 2004 - December 2011
Domino's Pizza 1986 - 1987
Leaseway Transportation 1983 - 1985
Deloitte, Haskins & Sells 1981 - 1983
Skills
Budgets, Strategic Planning, Microsoft Excel, Microsoft Office, Team Building, Market Research, Accounting, Leadership, Marketing, New Business Development, Social Media, Analysis, Data Analysis, FRx, PowerPoint, Forecasting, Finance, Auditing, Retail
Education
Michigan State University 1978 — 1981
BA Accounting, Accounting, 3.5
Port Huron Northern High School
St. Edward's On the Lake
Karen L. Remmes's Deloitte Haskins & Sells Experience 1983 - 1989
Job Partner, Larson, Ludwig & Stokes, LLP
Industry Accounting
Experience
Larson, Ludwig & Stokes, LLP November 2004 - Present
Lipsey, Millimaki & Co. January 2000 - November 2004
Solomon, Schaim & Remmes October 1997 - January 2000
Solomon, Schaim & Co. October 1989 - October 1997
Deloitte, Haskins & Sells 1983 - 1989
Skills
Tax, Financial Analysis, Accounting, CPA, Income Tax, Tax Preparation, Tax Accounting
Education
San Diego State University-California State University
B.S., Business Management
San Diego State University-California State University
M.S., Accounting-Tax
Larson, Ludwig & Stokes, LLP November 2004 - Present
Lipsey, Millimaki & Co. January 2000 - November 2004
Solomon, Schaim & Remmes October 1997 - January 2000
Solomon, Schaim & Co. October 1989 - October 1997
Deloitte, Haskins & Sells 1983 - 1989
Skills
Tax, Financial Analysis, Accounting, CPA, Income Tax, Tax Preparation, Tax Accounting
Education
San Diego State University-California State University
B.S., Business Management
San Diego State University-California State University
M.S., Accounting-Tax
Randi Harry's Deloitte Haskins & Sells Experience 1979 - 1982
Job Independent Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
NA July 2012 - Present
UC Davis Health System 1989 - 1996
UC Davis Medical Center July 1989 - June 1995
Arthur Young 1982 - 1989
Deloitte, Haskins & Sells 1979 - 1982
Ernst & Ernst July 1976 - June 1979
Skills
Healthcare, Health Insurance, Healthcare Information..., Accounting, Healthcare Management, Managed Care, Revenue Cycle, Medicare, Healthcare Consulting, Hospitals, HIPAA, EHR, Healthcare Industry, Medicaid, Process Improvement, Contract Negotiation, Leadership, Physician Relations, Revenue Cycle Management, Physicians, Provider Relations, Strategic Planning, Practice Management, EMR, Health Policy, Medical Billing
Education
University of Southern California - Marshall School of Business 1975 — 1976
MBA, Accounting
Texas Tech University - Rawls College of Business 1971 — 1974
BBA, Accounting
Macalester College 1969 — 1971
Attended but did not graduate, Speech Communications
NA July 2012 - Present
UC Davis Health System 1989 - 1996
UC Davis Medical Center July 1989 - June 1995
Arthur Young 1982 - 1989
Deloitte, Haskins & Sells 1979 - 1982
Ernst & Ernst July 1976 - June 1979
Skills
Healthcare, Health Insurance, Healthcare Information..., Accounting, Healthcare Management, Managed Care, Revenue Cycle, Medicare, Healthcare Consulting, Hospitals, HIPAA, EHR, Healthcare Industry, Medicaid, Process Improvement, Contract Negotiation, Leadership, Physician Relations, Revenue Cycle Management, Physicians, Provider Relations, Strategic Planning, Practice Management, EMR, Health Policy, Medical Billing
Education
University of Southern California - Marshall School of Business 1975 — 1976
MBA, Accounting
Texas Tech University - Rawls College of Business 1971 — 1974
BBA, Accounting
Macalester College 1969 — 1971
Attended but did not graduate, Speech Communications
William Boeger's Deloitte Haskins & Sells Experience June 1983 - July 1985
Job Proprietor at W.K. Boeger, CPA
Industry Accounting
Experience
W.K. Boeger, CPA June 1985 - Present
O'Hara Real Estate January 1998 - December 2004
Boeger Family Farming March 1975 - June 2003
Prudential Investments 1985 - 1986
Deloitte, Haskins & Sells June 1983 - July 1985
Skills
Income Tax, Tax, Small Business, Corporate Tax, Accounting, Tax Returns, International Tax, Tax Advisory, Tax Accounting, Partnership Taxation, Real Estate Transactions, Tax Law, Corporate Law, Sales Tax, Finance, Sales, Real Estate, CPA, Auditing, Estate Planning, Management, Public Speaking, Strategic Financial..., QuickBooks, Corporate Finance, Business Planning
Education
Golden Gate University 1990 — 2004
Masters of Taxation, Taxation
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Finance, Accounting, Operations Research
University of California, Davis 1974 — 1977
BS, Agronomy
W.K. Boeger, CPA June 1985 - Present
O'Hara Real Estate January 1998 - December 2004
Boeger Family Farming March 1975 - June 2003
Prudential Investments 1985 - 1986
Deloitte, Haskins & Sells June 1983 - July 1985
Skills
Income Tax, Tax, Small Business, Corporate Tax, Accounting, Tax Returns, International Tax, Tax Advisory, Tax Accounting, Partnership Taxation, Real Estate Transactions, Tax Law, Corporate Law, Sales Tax, Finance, Sales, Real Estate, CPA, Auditing, Estate Planning, Management, Public Speaking, Strategic Financial..., QuickBooks, Corporate Finance, Business Planning
Education
Golden Gate University 1990 — 2004
Masters of Taxation, Taxation
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Finance, Accounting, Operations Research
University of California, Davis 1974 — 1977
BS, Agronomy
William Adler's Deloitte Haskins & Sells Experience July 1981 - August 1983
Job partner at Styskal Wiese & Melchione LLP
Industry Financial Services
Experience
Styskal Wiese & Melchione LLP January 1988 - Present
Styskal, Wiese & Melchione December 1986 - December 1987
Styskal, Wiese & Melchione May 1984 - November 1986
Deloitte, Haskins & Sells July 1981 - August 1983
Skills
Change Management, Strategic Planning, Banking, Executive Management, Loans, Financial Analysis, Management Consulting, Mergers, Risk Management, Business Strategy, Financial Reporting, Credit, Process Improvement, Accounting, Investments, Due Diligence, Financial Accounting, Internal Controls, Auditing, Financial Services, Mergers & Acquisitions, Portfolio Management, Budgets, Finance, Strategic Financial..., Internal Audit, Financial Modeling, Managerial Finance, Cash Management, Financial Risk, Enterprise Risk..., Corporate Finance, Sarbanes-Oxley Act, Business Planning, Corporate Governance, Valuation, GAAP, SEC filings, Restructuring, Insurance, Credit Risk, Asset Management, Treasury Management, Financial Institutions, Funding, Securities, Credit Analysis, Capital Markets, Investment Banking, Mortgage Lending
Education
Loyola Law School, Loyola Marymount University 1983 — 1986
JD
University of Notre Dame 1977 — 1981
BBA, Accounting
Styskal Wiese & Melchione LLP January 1988 - Present
Styskal, Wiese & Melchione December 1986 - December 1987
Styskal, Wiese & Melchione May 1984 - November 1986
Deloitte, Haskins & Sells July 1981 - August 1983
Skills
Change Management, Strategic Planning, Banking, Executive Management, Loans, Financial Analysis, Management Consulting, Mergers, Risk Management, Business Strategy, Financial Reporting, Credit, Process Improvement, Accounting, Investments, Due Diligence, Financial Accounting, Internal Controls, Auditing, Financial Services, Mergers & Acquisitions, Portfolio Management, Budgets, Finance, Strategic Financial..., Internal Audit, Financial Modeling, Managerial Finance, Cash Management, Financial Risk, Enterprise Risk..., Corporate Finance, Sarbanes-Oxley Act, Business Planning, Corporate Governance, Valuation, GAAP, SEC filings, Restructuring, Insurance, Credit Risk, Asset Management, Treasury Management, Financial Institutions, Funding, Securities, Credit Analysis, Capital Markets, Investment Banking, Mortgage Lending
Education
Loyola Law School, Loyola Marymount University 1983 — 1986
JD
University of Notre Dame 1977 — 1981
BBA, Accounting
Richard Kagan, CPA's Deloitte Haskins & Sells Experience 1987 - 1988
Job Certified Public Accountant
Industry Financial Services
Experience
Kagan and Company, CPA October 1992 - Present
Deloitte, Haskins & Sells 1987 - 1988
Education
Florida State University - College of Business 1985 — 1987
BS, Accounting
Miami Dade College 1982 — 1984
AA, Business
Kagan and Company, CPA October 1992 - Present
Deloitte, Haskins & Sells 1987 - 1988
Education
Florida State University - College of Business 1985 — 1987
BS, Accounting
Miami Dade College 1982 — 1984
AA, Business
Richard Silkoff's Deloitte Haskins & Sells Experience September 1979 - October 1984
Job Professor of Accounting at Eastern Connecticut State University
Industry Higher Education
Experience
Eastern Connecticut State University September 2001 - Present
University of New Haven September 1998 - June 2001
Quinnipiac University September 1996 - June 1998
Slossberg, Sachs, Silkoff and Milone CPA October 1984 - August 1996
Southern Connecticut State University January 1986 - May 1992
Deloitte, Haskins & Sells September 1979 - October 1984
Skills
Public Speaking, Higher Education, Research, Teaching, Lecturing, Analysis, University Teaching, E-Learning, Non-profits, Leadership Development, Program Management, Editing, Strategic Planning, Data Analysis, Curriculum Design, Student Development, Student Affairs, Adult Education, Curriculum Development
Education
University of New Haven 1996 — 2002
Sc.D. (Management Accounting), Management Systems
University of New Haven 1977 — 1979
MBA, Accounting
University of Connecticut 1971 — 1975
B.A., Biology
Amity Senior High School
Eastern Connecticut State University September 2001 - Present
University of New Haven September 1998 - June 2001
Quinnipiac University September 1996 - June 1998
Slossberg, Sachs, Silkoff and Milone CPA October 1984 - August 1996
Southern Connecticut State University January 1986 - May 1992
Deloitte, Haskins & Sells September 1979 - October 1984
Skills
Public Speaking, Higher Education, Research, Teaching, Lecturing, Analysis, University Teaching, E-Learning, Non-profits, Leadership Development, Program Management, Editing, Strategic Planning, Data Analysis, Curriculum Design, Student Development, Student Affairs, Adult Education, Curriculum Development
Education
University of New Haven 1996 — 2002
Sc.D. (Management Accounting), Management Systems
University of New Haven 1977 — 1979
MBA, Accounting
University of Connecticut 1971 — 1975
B.A., Biology
Amity Senior High School
Mary Hall's Deloitte Haskins & Sells Experience 1979 - 1984
Job Retired Accounting Professional
Industry Accounting
Experience
Capital Group December 1984 - November 1998
Deloitte, Haskins & Sells 1979 - 1984
Education
Loyola Marymount University 1975 — 1979
BS Accounting, Accounting
Capital Group December 1984 - November 1998
Deloitte, Haskins & Sells 1979 - 1984
Education
Loyola Marymount University 1975 — 1979
BS Accounting, Accounting
Kay Dee Hughes's Deloitte Haskins & Sells Experience 1981 - 1983
Job Chief Financial Officer at Anslow Bryant Construction, Ltd.
Industry Construction
Experience
Anslow Bryant Construction, Ltd. September 2006 - Present
Tellepsen June 1995 - December 2002
Deloitte, Haskins & Sells 1981 - 1983
Skills
Budgets, Sage Timberline Office, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Managerial Finance, Strategic Planning, Cost Accounting, Auditing, Accounting, Cash Management, Variance Analysis, Cash Flow, Contract Negotiation, Mergers & Acquisitions, US GAAP, CPA, Forecasting, Due Diligence, Contract Management
Education
Texas A&M University 1978 — 1981
B.B.A., Accounting
Anslow Bryant Construction, Ltd. September 2006 - Present
Tellepsen June 1995 - December 2002
Deloitte, Haskins & Sells 1981 - 1983
Skills
Budgets, Sage Timberline Office, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Managerial Finance, Strategic Planning, Cost Accounting, Auditing, Accounting, Cash Management, Variance Analysis, Cash Flow, Contract Negotiation, Mergers & Acquisitions, US GAAP, CPA, Forecasting, Due Diligence, Contract Management
Education
Texas A&M University 1978 — 1981
B.B.A., Accounting
Mary Jane Halley's Deloitte Haskins & Sells Experience June 1986 - August 1988
Job OWNER/CPA at Lauhon & Halley, PLLC
Industry Accounting
Experience
Lauhon & Halley, PLLC November 2007 - Present
Woodrum, Kemendo, Tate & Cuite August 1999 - October 2007
Patricia S. Gates, CPA August 1997 - August 1999
Deloitte & Touche July 1989 - August 1997
BDO Seidman August 1988 - August 1989
Deloitte, Haskins & Sells June 1986 - August 1988
Skills
Individual Income Tax..., Fiduciary Income Tax..., IRS problem resolution, Tax Accounting, Accounting for Small..., Income Tax Preparation..., Estate Tax, Estate Tax Planning, CPA, Accounting, Tax Research, Personal Income Tax..., Tax, Small Business, Business Tax Planning, Tax Preparation, LLC, Personal Tax Planning, Estate Planning, Corporate Tax, Financial Reporting, Tax Advisory, Lacerte
Education
Oklahoma State University 1980 — 1986
Bachelor's degree, Accounting
Lauhon & Halley, PLLC November 2007 - Present
Woodrum, Kemendo, Tate & Cuite August 1999 - October 2007
Patricia S. Gates, CPA August 1997 - August 1999
Deloitte & Touche July 1989 - August 1997
BDO Seidman August 1988 - August 1989
Deloitte, Haskins & Sells June 1986 - August 1988
Skills
Individual Income Tax..., Fiduciary Income Tax..., IRS problem resolution, Tax Accounting, Accounting for Small..., Income Tax Preparation..., Estate Tax, Estate Tax Planning, CPA, Accounting, Tax Research, Personal Income Tax..., Tax, Small Business, Business Tax Planning, Tax Preparation, LLC, Personal Tax Planning, Estate Planning, Corporate Tax, Financial Reporting, Tax Advisory, Lacerte
Education
Oklahoma State University 1980 — 1986
Bachelor's degree, Accounting
Nancy Fishman's Deloitte Haskins & Sells Experience 1985 - 1988
Job
Industry
Experience
Deloitte, Haskins & Sells 1985 - 1988
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Banking & Finance, minor in International Business
University of Rochester 1976 — 1980
Bachelor of Arts, Science
Deloitte, Haskins & Sells 1985 - 1988
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Banking & Finance, minor in International Business
University of Rochester 1976 — 1980
Bachelor of Arts, Science
David Fry's Deloitte Haskins & Sells Experience February 1977 - July 1982
Job Executive Vice President & Chief Financial Officer at Flushing Savings Bank
Industry Banking
Experience
Flushing Savings Bank November 1998 - Present
North Fork Bank March 1998 - October 1998
Home Federal Savings Bank March 1995 - March 1998
Anchor Savings Bank July 1984 - October 1993
City Federal Savings and Loan July 1982 - June 1984
Deloitte, Haskins & Sells February 1977 - July 1982
Skills
Due Diligence, Financial Reporting, Commercial Lending, Financial Risk, Banking, Finance, Credit Analysis, Accounting, Credit
Education
The College of New Jersey 1974 — 1976
Bachelor of Science, Accounting
Flushing Savings Bank November 1998 - Present
North Fork Bank March 1998 - October 1998
Home Federal Savings Bank March 1995 - March 1998
Anchor Savings Bank July 1984 - October 1993
City Federal Savings and Loan July 1982 - June 1984
Deloitte, Haskins & Sells February 1977 - July 1982
Skills
Due Diligence, Financial Reporting, Commercial Lending, Financial Risk, Banking, Finance, Credit Analysis, Accounting, Credit
Education
The College of New Jersey 1974 — 1976
Bachelor of Science, Accounting
Alma Jefferson's Deloitte Haskins & Sells Experience 1987 - 1989
Job Associate Director Program Development/Finance Institute for Transportation Systems at The City College of New York
Industry Education Management
Experience
The City College of New York August 2010 - Present
The City College of New York 2008 - 2010
The City College of New York 1999 - 2007
St. Christopher's School 1998 - 1999
Columbia University in the City of New York 1994 - 1998
Bank Street College of Education 1992 - 1994
Temporary Staffing Agencies 1989 - 1992
Deloitte, Haskins & Sells 1987 - 1989
Vapor Technologies, Inc. 1986 - 1987
Trans World Airlines, Inc. 1968 - 1985
Skills
Excellent..., Exceptional..., International Relations..., Higher Education, Training, Leadership, Program Management, Community Outreach, Recruiting, Organizational..., Human Resources, Proposal Writing, Analysis, Interviews, Employee Relations, Project Planning, Public Speaking, Budgets, Administration, Research, Strategic Planning, Press Releases, Technical Writing, Grants
Education
Teachers College of Columbia University
Master of Arts Degree, Organization and Leadership-Higher Education Administration
Iona College
Bachelor of Science Degree, Business Administration and Management
The City College of New York August 2010 - Present
The City College of New York 2008 - 2010
The City College of New York 1999 - 2007
St. Christopher's School 1998 - 1999
Columbia University in the City of New York 1994 - 1998
Bank Street College of Education 1992 - 1994
Temporary Staffing Agencies 1989 - 1992
Deloitte, Haskins & Sells 1987 - 1989
Vapor Technologies, Inc. 1986 - 1987
Trans World Airlines, Inc. 1968 - 1985
Skills
Excellent..., Exceptional..., International Relations..., Higher Education, Training, Leadership, Program Management, Community Outreach, Recruiting, Organizational..., Human Resources, Proposal Writing, Analysis, Interviews, Employee Relations, Project Planning, Public Speaking, Budgets, Administration, Research, Strategic Planning, Press Releases, Technical Writing, Grants
Education
Teachers College of Columbia University
Master of Arts Degree, Organization and Leadership-Higher Education Administration
Iona College
Bachelor of Science Degree, Business Administration and Management
Rita Walz-Cuccioli's Deloitte Haskins & Sells Experience September 1979 - September 1980
Job Executive Director Risk at Banco Santander
Industry Banking
Experience
Banco Santander September 1998 - Present
Bankers Trust Company May 1988 - August 1998
Citibank September 1980 - May 1988
Deloitte, Haskins & Sells September 1979 - September 1980
Skills
Portfolio Management, Derivatives, Finance, Financial Analysis, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Loans, Credit Risk, Mutual Funds, Credit, Funding, Financial Services, Risk Management, Hedge Funds, Trading, Counterparty Risk, Financial Risk, Investments, Equities, Financial Institutions, Bonds, Negotiation, Structured Products, Valuation, Relationship Management, Investment Banking, Market Risk, Emerging Markets, Internal Audit, Mergers, Insurance, Financial Markets, Banking, FX Options, Management, Bloomberg
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance, Accounting
University of Bern, Switzerland 1976 — 1977
Economics, German
Georgetown University 1972 — 1976
BA, economics, French
University of Fribourg, Switzerland 1974 — 1975
Economics, languages
Banco Santander September 1998 - Present
Bankers Trust Company May 1988 - August 1998
Citibank September 1980 - May 1988
Deloitte, Haskins & Sells September 1979 - September 1980
Skills
Portfolio Management, Derivatives, Finance, Financial Analysis, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Loans, Credit Risk, Mutual Funds, Credit, Funding, Financial Services, Risk Management, Hedge Funds, Trading, Counterparty Risk, Financial Risk, Investments, Equities, Financial Institutions, Bonds, Negotiation, Structured Products, Valuation, Relationship Management, Investment Banking, Market Risk, Emerging Markets, Internal Audit, Mergers, Insurance, Financial Markets, Banking, FX Options, Management, Bloomberg
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance, Accounting
University of Bern, Switzerland 1976 — 1977
Economics, German
Georgetown University 1972 — 1976
BA, economics, French
University of Fribourg, Switzerland 1974 — 1975
Economics, languages
Kevin Feeney's Deloitte Haskins & Sells Experience January 1986 - July 1987
Job Vice President and General Counsel at Air Liquide USA LLC
Industry Chemicals
Experience
Air Liquide USA LLC May 2004 - Present
Air Liquide America April 2000 - April 2004
Air Liquide America September 1995 - April 2000
Beirne, Maynard & Parsons, LLP November 1990 - September 1995
Deloitte, Haskins & Sells January 1986 - July 1987
Skills
Corporate Governance, Mergers & Acquisitions, Litigation, Antitrust Law, Anti-corruption, Food & Drug Law, OSHA, Compliance, FTC, EPA, Governmental Affairs, Lobbying, Enterprise Risk..., Property & Casualty..., E-Learning, Corporate Law, Reorganisation, Bankruptcy, Civil Litigation, Commercial Litigation, Patent Litigation, Personal Injury..., Financial Accounting, Tax Accounting
Education
The University of Texas at Austin 1987 — 1990
Doctor of Law (JD), Law, with honors
The University of Texas at Austin 1982 — 1985
Bachelor of Business Administration (BBA), Accounting, summa cum laude
Air Liquide USA LLC May 2004 - Present
Air Liquide America April 2000 - April 2004
Air Liquide America September 1995 - April 2000
Beirne, Maynard & Parsons, LLP November 1990 - September 1995
Deloitte, Haskins & Sells January 1986 - July 1987
Skills
Corporate Governance, Mergers & Acquisitions, Litigation, Antitrust Law, Anti-corruption, Food & Drug Law, OSHA, Compliance, FTC, EPA, Governmental Affairs, Lobbying, Enterprise Risk..., Property & Casualty..., E-Learning, Corporate Law, Reorganisation, Bankruptcy, Civil Litigation, Commercial Litigation, Patent Litigation, Personal Injury..., Financial Accounting, Tax Accounting
Education
The University of Texas at Austin 1987 — 1990
Doctor of Law (JD), Law, with honors
The University of Texas at Austin 1982 — 1985
Bachelor of Business Administration (BBA), Accounting, summa cum laude
Jimmie Burnette's Deloitte Haskins & Sells Experience 1985 - 1988
Job Owner at Jimmie Burnette, CPA
Industry Accounting
Experience
Jimmie Burnette, CPA 2003 - Present
Self-employed 1985 - Present
Haney, Vann & Bruton, CPAs 1988 - 1992
Deloitte, Haskins & Sells 1985 - 1988
Skills
CPA, Accounting, Tax Preparation, Income Tax, QuickBooks, Financial Reporting, Corporate Tax, Bookkeeping, Financial Accounting, Tax Returns, General Ledger, Internal Controls, Accounts Payable, Financial Analysis, Account Reconciliation, GAAP, Accounts Receivable, Small Business
Education
North Carolina State University 1981 — 1985
Bachelor of Arts (B.A.), Accounting
Roanoke Rapids High School 1977 — 1981
Bachelor of Arts in Accounting
Jimmie Burnette, CPA 2003 - Present
Self-employed 1985 - Present
Haney, Vann & Bruton, CPAs 1988 - 1992
Deloitte, Haskins & Sells 1985 - 1988
Skills
CPA, Accounting, Tax Preparation, Income Tax, QuickBooks, Financial Reporting, Corporate Tax, Bookkeeping, Financial Accounting, Tax Returns, General Ledger, Internal Controls, Accounts Payable, Financial Analysis, Account Reconciliation, GAAP, Accounts Receivable, Small Business
Education
North Carolina State University 1981 — 1985
Bachelor of Arts (B.A.), Accounting
Roanoke Rapids High School 1977 — 1981
Bachelor of Arts in Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY