Diversified Financial Management Corp.

Description

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Diversified Financial Management Corp. Employees

Employee
Years
Job
Industry
Kaitlyn Brudny Kaitlyn Brudny Chicago, Illinois Details
Kaitlyn Brudny's Diversified Financial Management Corp. Experience July 2014 - April 2015
Job Franchise Coordinator
Industry Hospitality
Experience
Hyatt Hotels Corporation  July 2015 - Present
Clara Williams Company   April 2015 - July 2015
Diversified Financial Management Corp.   July 2014 - April 2015
Diversified Financial Management Corp.   January 2014 - July 2014
Northwestern Mutual  October 2012 - December 2013
Studio 75 Salon and Day Spa   June 2006 - October 2012
CJW/GMR Marketing   August 2010 - September 2011
Justice/Limited TOO   October 2008 - February 2010
Kenosha Unified School District  June 2007 - August 2007
Polo Ralph Lauren Factory Store  May 2005 - June 2006

Skills
PowerPoint, Microsoft Excel, Microsoft Publisher, Facebook, Customer Service, Event Planning, Social Media, Event Management, Advertising, Time Management, Microsoft Word, Marketing, Inventory Management, Microsoft Office, New Business Development, Email Marketing, Coaching, Visual Merchandising, Team Building, Administrative..., Data Entry, Recruiting, Team Leadership, Marketing Communications, Training, Account Management, Teamwork, Leadership, Social Networking, Retail, Outlook, Management, Marketing Strategy, Sales Management

Education
Carthage College   2007 — 2011
Bachelor of Arts, Business Administration

Tremper High School   2003 — 2007
High School, High School Education

Joshua Lance, CPA, CGMA Joshua Lance, CPA, CGMA Greater Chicago Area Details
Joshua Lance, CPA, CGMA's Diversified Financial Management Corp. Experience April 2014 - January 2015
Job Managing Director at Joshua Lance CPA, LLC
Industry Accounting
Experience
Joshua Lance CPA, LLC   December 2013 - Present
Diversified Financial Management Corp.   April 2014 - January 2015
N Pritzker Capital Management LLC   August 2012 - March 2014
Crowe Horwath LLP  September 2005 - August 2012
MacArthur Foundation  June 2005 - September 2005
The Fitton Center for the Creative Arts   August 2004 - May 2005

Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Institutions, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Cash Flow, QuickBooks, Risk Management, SEC reporting, SOX, Account Reconciliation, GAAP, Financial Statements, Budgets, Excel, Budgeting, Xero, CPA, US GAAP, Microsoft Excel, SEC Filings

Education
Miami University   2001 — 2005
Bachelor of Science (B.S.) in Business Administration, Majors: Finance, Accountancy; Minor: Arts Management

Glen Spear Glen Spear Chicago, Illinois Details
Glen Spear's Diversified Financial Management Corp. Experience 1992 - 1999
Job President at VM Partners LLC
Industry Real Estate
Experience
VM Partners LLC   2013 - Present
Pritzker Realty Group LP   2011 - 2012
Pritzker Realty Group LP   1999 - 2011
Diversified Financial Management Corp.   1992 - 1999
Neal, Gerber & Eisenberg LLP   1987 - 1992

Skills
Real Estate, Contract Negotiation, Real Estate Development, Real Estate Transactions, Investment Properties, Strategic Planning, Property Management, Commercial Real Estate, Real Estate Economics

Education
University of Chicago Law School   1984 — 1987
Doctor of Law (JD)

University of Illinois at Urbana-Champaign   1980 — 1984
Bachelor's Degree, Accounting

Katie Bries, CPA Katie Bries, CPA Greater Chicago Area Details
Katie Bries, CPA's Diversified Financial Management Corp. Experience June 2014 - Present
Job Tax Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   June 2014 - Present
Grant Thornton LLP  September 2008 - May 2014
AEGON  May 2007 - August 2007

Skills
Corporate Tax, CPA, Tax Accounting, Tax Research, Income Tax, Tax, FIN 48, GAAP, SEC filings, Tax Advisory, US Tax, Partnership Taxation, Tax Preparation

Education
University of Iowa - Henry B. Tippie College of Business   2004 — 2008
BBA, Accounting and Finance

Cascade High School   2000 — 2004

Adam Grais Adam Grais Chicago, Illinois Details
Adam Grais's Diversified Financial Management Corp. Experience September 1998 - August 2005
Job Partner at Sugar Felsenthal Grais & Hammer LLP
Industry Law Practice
Experience
Sugar Felsenthal Grais & Hammer LLP  August 2005 - Present
Grant Park Music Festival  2014 - 2015
Grant Park Music Festival  2014 - 2015
Grant Park Music Festival  2014 - 2015
Diversified Financial Management Corp.   September 1998 - August 2005
Suzuki Orff School   2003 - 2005
Skadden Arps  February 1997 - September 1999
Sonnenschein Nath & Rosenthal LLP  September 1996 - February 1997

Skills
Mergers, Tax, Estate Planning, Trusts, Corporate Law, Estate Tax Planning, Corporate Governance, Private Equity, Tax Law, Small Business, Mergers, Joint Ventures, Corporate Tax

Education
University of Chicago Law School   1993 — 1996
JD

Columbia University in the City of New York   1986 — 1990
BA

New Trier High School   1982 — 1986

Charisse Payne Charisse Payne Chicago, Illinois Details
Charisse Payne's Diversified Financial Management Corp. Experience September 2014 - Present
Job Private Trust Company Administrator at Diversified Financial Management Corp.
Industry Financial Services
Experience
Diversified Financial Management Corp.   September 2014 - Present
Diversified Financial Management Corp.   March 2013 - September 2014
Electronic Knowledge Interchange  September 2011 - February 2013
Electronic Knowledge Interchange  May 2010 - August 2011
Electronic Knowledge Interchange  October 2008 - May 2010
Killerspin LLC  January 2007 - January 2009

Skills
Marketing, Internal Communications, Event Management, Operations Management, Project Coordination, Vendor Management, Contract Management, Microsoft Office, Office Administration, Accounts Payable, Human Resources, Management, Sales, Event Planning, Leadership, Customer Service

Education
Loyola University Chicago   2004 — 2008
Business, Sport Management

Amy Pienta Amy Pienta Chicago, Illinois Details
Amy Pienta's Diversified Financial Management Corp. Experience February 2000 - Present
Job Vice President at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   February 2000 - Present
KPMG  August 1997 - February 2000

Skills
Partnership Taxation, Tax Research

Education
DePaul University   1999 — 2004
MST

DePaul University   1993 — 1997

Joshua Abern Joshua Abern Greater Chicago Area Details
Joshua Abern's Diversified Financial Management Corp. Experience July 2015 - Present
Job General Counsel at Diversified Financial Management Corp.
Industry Legal Services
Experience
Diversified Financial Management Corp.   July 2015 - Present
Burke, Warren, MacKay & Serritella   June 2014 - July 2015
Levun Goodman & Cohen, LLP   April 2011 - June 2014
O'Halloran, Kosoff, Geitner & Cook, LLC   June 2006 - April 2011
Klein, Thorpe and Jenkins, Ltd.   May 2005 - June 2006

Skills
Tax, Litigation, Estate Planning, Tax Law, Commercial Litigation, Legal Research, Legal Writing, Civil Litigation, Trusts, Wills, Corporate Law, Business Transactions

Education
Northwestern University School of Law   2009 — 2011
LL.M., Taxation

Loyola University Chicago School of Law   2002 — 2005
JD

University of Illinois at Urbana-Champaign   1998 — 2002
BA, Economics

Ramsen Sayad Ramsen Sayad Greater Chicago Area Details
Ramsen Sayad's Diversified Financial Management Corp. Experience September 2014 - Present
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   September 2014 - Present
Impact Networking  April 2013 - September 2014
Frost, Ruttenberg & Rothblatt PC   August 2007 - April 2013
Cole, Evans & Peterson, CPAs   June 2001 - August 2007

Skills
Microsoft Office, Accounting, Financial Accounting, Leadership, Management, Financial Reporting, Financial Analysis

Education
Northwestern State University   1997 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management

Corinne Johnson Corinne Johnson Boulder, Colorado Details
Corinne Johnson's Diversified Financial Management Corp. Experience 2003 - 2007
Job CCO / VP Operations
Industry Investment Management
Experience
Woodbourne Capital Management International, LP   May 2012 - Present
Opes, Inc   March 2011 - March 2012
Crestone Capital Advisors  June 2007 - December 2009
Diversified Financial Management Corp.   2003 - 2007

Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting

University of Colorado at Boulder
BS in Business, Finance

Nicole Drury, CPA Nicole Drury, CPA Greater Chicago Area Details
Nicole Drury, CPA's Diversified Financial Management Corp. Experience August 2014 - Present
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   August 2014 - Present
CBIZ MHM, LLC  September 2008 - July 2014
University of Illinois at Urbana-Champaign - Office of Cash Management   May 2007 - January 2008

Skills
Auditing, Financial Reporting, Financial Accounting, GAAP, Accounting, Tax, QuickBooks, CCH ProSystem fx, GoSystems, Internal Controls, College Recruiting, Tax Returns, Partnership Taxation

Education
University of Illinois at Urbana-Champaign - College of Business   2003 — 2008
Masters, Accounting

Deana Hanley Deana Hanley Greater Chicago Area Details
Deana Hanley's Diversified Financial Management Corp. Experience March 2014 - Present
Job Accounting
Industry Accounting
Experience
Diversified Financial Management Corp.   March 2014 - Present
National Tractor Parts, Inc.   April 2012 - March 2014
McGladrey  January 2011 - April 2012

Skills
Microsoft Excel, Microsoft Word, ProSystem fx Tax, Teamwork, Communication, Organized Multi-tasker, Problem Solving, Financial Reporting, Tax Preparation, General Ledger

Education
Northern Illinois University   2006 — 2012
Master's degree, Accounting, 3.6 GPA

Tim Harrington, CPA Tim Harrington, CPA Boston, Massachusetts Details
Tim Harrington, CPA's Diversified Financial Management Corp. Experience December 2003 - May 2006
Job Fund Accounting Supervisor at Nautic Partners
Industry Venture Capital & Private Equity
Experience
Nautic Partners  September 2013 - Present
Berkshire Partners  July 2008 - September 2013
Deloitte  July 2006 - July 2008
Diversified Financial Management Corp.   December 2003 - May 2006

Skills
CPA, Family Office, Income Tax, Auditing, Financial Reporting, Private Equity, Fund Of Funds, Partnership Accounting, Cash Management, Accounting, Financial Statements, Tax, Internal Controls, General Ledger, Financial Modeling, Fund Accounting, Financial Accounting, GAAP, Finance

Education
Boston University   2010 — 2012
Certificate of Financial Planning, Financial Planning

Roger Williams University   1999 — 2003
Bachelor of Science (B.S.), Accounting

Plymouth South High School   1995 — 1999

Chad Fuller Chad Fuller Greater Chicago Area Details
Chad Fuller's Diversified Financial Management Corp. Experience September 1999 - December 2012
Job Financial Analysis/Accounting Professional
Industry Accounting
Experience
Segall Bryant & Hamill  April 2013 - July 2014
Diversified Financial Management Corp.   September 1999 - December 2012
Chicago Bears Football Club  September 1997 - September 1999
Ernst & Young  September 1996 - September 1997

Skills
CPA, Accounting, Partnership Taxation, Financial Reporting, Financial Statements, High Net Worth..., Financial Modeling, Financial Analysis, International Project..., Treasury, Project Management, Team Leadership, Document Review, Strategic Planning, Investments, Finance, Corporate Finance, Internal Controls

Education
Northwestern University - Kellogg School of Management   2001 — 2004
MBA, Finance, Management, Entrepreneurship

Miami University   1992 — 1996
BS, Accountancy

Ronald Wray Ronald Wray Greater Chicago Area Details
Ronald Wray's Diversified Financial Management Corp. Experience 1990 - 1999
Job President at Pritzker Family Office LLC
Industry Financial Services
Experience
Pritzker Family Office LLC   2005 - Present
Glencoe Capital LLC   1999 - 2004
Diversified Financial Management Corp  1990 - 1999
Ernst & Young (formerly Arthur Young)   1986 - 1990

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1991 — 1995
Doctor of Law (J.D.)

DePaul University - Charles H. Kellstadt Graduate School of Business   1987 — 1988
Masters of Taxation

Northern Illinois University   1984 — 1986
Bachelor of Science Accountancy

Lorenzo Toia Lorenzo Toia Greater Chicago Area Details
Lorenzo Toia's Diversified Financial Management Corp. Experience October 2013 - December 2013
Job Office Manager at Pritzker Family Office
Industry Facilities Services
Experience
Pritzker Family Office   December 2014 - Present
Diversified Financial Management Corp.   October 2013 - December 2013
Pritzker Family Office   December 2011 - October 2013
Quack Media   May 2006 - August 2010
Plymouth Fish and Seafood Market   March 1997 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Public Speaking, Strategic Planning, Event Planning, Non-verbal Communication, Speech Writing, Windows, Photoshop, Vendor Management, Transportation Planning, Volunteering, Gardening, Cooking, Film Editing, Film Production, Directing Talent, Script-writing, Songwriting

Education
Eastern Michigan University   2003 — 2009
Bachelor of Science (B.S.), Theatre

Jill Gaines Jill Gaines Chicago, Illinois Details
Jill Gaines's Diversified Financial Management Corp. Experience June 2013 - April 2014
Job Corporate Controler at Precision Dialogue
Industry Accounting
Experience
Precision Dialogue  June 2015 - Present
Precision Dialogue  April 2014 - June 2015
Diversified Financial Management Corp.   June 2013 - April 2014
McGladrey  November 2009 - June 2013
KPMG  January 2008 - March 2008

Skills
GAAP, CPA, Financial Accounting, US GAAP, Internal Controls, Microsoft Excel, Financial Reporting, General Ledger, Financial Statements, Budgets, Forecasting, Revenue Recognition, Auditing

Education
DePaul University   2006 — 2009
Bachelor of Science, Accountancy, Business Administration

Mina Moradi Fumagalli Mina Moradi Fumagalli Greater Chicago Area Details
Mina Moradi Fumagalli's Diversified Financial Management Corp. Experience July 2006 - September 2008
Job Tax Director at Redbox Automated Retail, LLC
Industry Retail
Experience
Redbox Automated Retail, LLC  September 2008 - Present
Diversified Financial Management Corp.   July 2006 - September 2008
PricewaterhouseCoopers  June 2001 - July 2006

Education
University of Illinois at Urbana-Champaign   1998 — 2002
BS, MST, BS in Accounting, MS in Taxation

Valerie Assoian, CPA Valerie Assoian, CPA Greater Chicago Area Details
Valerie Assoian, CPA's Diversified Financial Management Corp. Experience September 2013 - Present
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   September 2013 - Present
McGladrey  2010 - August 2013
Hofner & Hofner, LLC   2007 - 2010
College of DuPage  1995 - 1999
Vantage Appraisal, Ltd   1991 - 1994
Kemper Financial Services  1987 - 1990
Ernst & Young  1984 - 1987

Skills
Tax Accounting, Tax Research, Partnership Taxation, Corporate Tax, Staff Supervision, Tax Advisory, CPA, ProSystem fx Tax, Fixed Assets, Tax Preparation, Accounting, Tax Returns

Education
University of Hartford   1980 — 1984
Bachelor of Science (B.S.), Business Administration; Accounting

Ann Voss Ann Voss Greater Chicago Area Details
Ann Voss's Diversified Financial Management Corp. Experience 2013 - Present
Job Accounting & Finance Professional
Industry Accounting
Experience
Diversified Financial Management Corp.   2013 - Present
American Hotel Register  2011 - 2013
Quixote Corporation  1999 - 2010
PricewaterhouseCoopers  1991 - 1999

Skills
Forecasting, Financial Analysis, Internal Controls, Accounting, Strategy, Budgets, GAAP, Strategic Planning, SEC filings, Leadership, Finance, Management, Analysis, CRM, Consolidation, Cash Flow, Financial Audits, Income Statement, Sarbanes-Oxley Act, Financial Reporting, Strategic Financial..., Policy, Auditing, Variance Analysis, Payroll, Sarbanes-Oxley, Cash Management, Tax, Cost Accounting, Executive Management

Education
University of Michigan - Stephen M. Ross School of Business   1987 — 1991
BBA, Accounting

Lauren Domecki Lauren Domecki Chicago, Illinois Details
Lauren Domecki's Diversified Financial Management Corp. Experience January 2006 - October 2007
Job Tax Accounting Manager at Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP  July 2013 - Present
Sidley Austin  October 2007 - June 2013
Diversified Financial Management Corp.   January 2006 - October 2007
Deloitte  October 2003 - January 2006

Skills
Accounting, Corporate Tax, Tax Research, Tax Accounting, Tax Law, International Tax, PowerPoint, Income Tax, Business Analysis, Tax

Education
University of Illinois at Urbana-Champaign   1999 — 2003
Bachelor of Science, Finance

Mary McNerney, CPA Mary McNerney, CPA Greater Chicago Area Details
Mary McNerney, CPA's Diversified Financial Management Corp. Experience July 2014 - Present
Job Tax Accountant
Industry Accounting
Experience
Diversified Financial Management Corp.   July 2014 - Present
Crowe Horwath LLP  October 2012 - July 2014

Skills
Tax Accounting, Accounting, Income Tax, Financial Accounting, Tax, Tax Research, GAAP, CPA, Corporate Tax, Microsoft Excel, Auditing, US GAAP, Financial Analysis

Education
University of Illinois at Urbana-Champaign - College of Business   2011 — 2012
Master of Science, Accountancy

University of Illinois at Urbana-Champaign - College of Business   2008 — 2011
Bachelor of Science, Accountancy

Jacquie Dreyer Jacquie Dreyer Greater Chicago Area Details
Jacquie Dreyer's Diversified Financial Management Corp. Experience December 2004 - September 2007
Job Senior Manager, Consumer Analytics at Beam Suntory
Industry Wine and Spirits
Experience
Beam Suntory  September 2007 - Present
Beam Suntory  June 2009 - November 2012
Beam Global Spirits & Wine  July 2008 - May 2009
Beam Global Spirits & Wine  September 2007 - June 2008
Diversified Financial Management Corp.   December 2004 - September 2007

Skills
Strategy, Risk Management, Segmentation, Analysis, Customer Insight, Marketing, Competitive Analysis

Education
Northwestern University - Kellogg School of Management   2006 — 2009

Truman State University   1998 — 2002

Audrey Kroeger Audrey Kroeger Columbus, Ohio Details
Audrey Kroeger's Diversified Financial Management Corp. Experience September 2006 - October 2010
Job Accounting Supervisor
Industry Accounting
Experience
MGF Sourcing  August 2013 - Present
Garretson Firm Resolution Group, Inc.   August 2011 - July 2013
Diversified Financial Management Corp  September 2006 - October 2010
GBQ Partners  September 2004 - July 2006

Skills
Accounting, Financial Modeling

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2009
MBA, Finance

Miami University   2000 — 2004
BS, Accountancy

Debbie Schwartz Debbie Schwartz Chicago, Illinois Details
Debbie Schwartz's Diversified Financial Management Corp. Experience 2004 - 2006
Job Tax Professional
Industry Accounting
Experience
PepsiCo  April 2006 - October 2011
Diversified Financial Management Corp  2004 - 2006
KPMG  May 2003 - July 2004
Ernst & Young  December 2002 - May 2003
KPMG  October 2000 - November 2002
Indiana University  January 1997 - January 2000
Walt Disney World  May 1997 - August 1997

Skills
Accounting, Corporate Tax, Tax, Financial Statements, Internal Controls

Education
Indiana University - Kelley School of Business   1996 — 2000

Indiana University Bloomington   1996 — 2000
Accounting Finance and Business Legal Studies

Heather Donovan Heather Donovan Greater Chicago Area Details
Heather Donovan's Diversified Financial Management Corp. Experience December 2013 - Present
Job at
Industry Accounting
Experience
Diversified Financial Management Corp.   December 2013 - Present
Pritzker Family Office, L.L.C.   January 2013 - December 2013
Diversified Financial Management Corp.   January 2011 - December 2012
Diversified Financial Management Corp.   January 2007 - December 2010
Diversified Financial Management Corp.   August 2003 - December 2006
PwC  July 2002 - August 2003
PwC  June 2001 - July 2002
PwC  January 2000 - June 2001

Skills
Accounting, Financial Reporting, High Net Worth..., Partnership Taxation, Tax, Income Tax, CPA, Tax Accounting, Corporate Tax, Budgets

Education
University of Iowa - Henry B. Tippie College of Business   1995 — 1999
Bachelor's degree, Accounting

Michael Covey Michael Covey Chicago, Illinois Details
Michael Covey's Diversified Financial Management Corp. Experience 1996 - 1999
Job Managing Director at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management  October 2007 - Present
Western Golf Association/Evans Scholars Foundation  January 2012 - Present
Union League Club of Chicago  June 2014 - June 2015
Clarity Solution Group  May 2012 - May 2014
Union League Club of Chicago  June 2008 - June 2010
Lehman Brothers  December 1999 - October 2007
Diversified Financial Management Corp.   1996 - 1999
Ernst & Young LLP  1994 - 1996

Education
John Carroll University   1990 — 1994
B.S.B.A., Accounting

Loyola University of Chicago Rome Center   1993 — 1993

St. Viator High School   1986 — 1990

Christina Ballarino, CPA Christina Ballarino, CPA Greater Chicago Area Details
Christina Ballarino, CPA's Diversified Financial Management Corp. Experience August 2004 - July 2006
Job Finance Manager
Industry Financial Services
Experience
Kraft Foods Group  July 2012 - Present
Kraft Foods Group  June 2011 - July 2012
Kraft Foods  May 2010 - June 2011
Senior Financial Analyst, Foodservice Coffee/Cold Beverage Category   May 2008 - May 2010
Kraft Foods  July 2006 - May 2008
Diversified Financial Management, Corp  August 2004 - July 2006
Diversified Financial Management, Corp  August 2004 - July 2006
Deloitte and Touche LLP  July 2002 - August 2004
Deloitte and Touche LLP  September 2000 - July 2002
Baxter Healthcare  June 1999 - September 1999

Skills
Accounting, Auditing, Budgets, Financial Analysis, Variance Analysis, Analysis, SAP, Management, Finance, Forecasting, Financial Reporting

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2005 — 2008

DePaul University
Bachelor of Science, Accounting

Chuck Barron Chuck Barron Greater Chicago Area Details
Chuck Barron's Diversified Financial Management Corp. Experience May 2013 - Present
Job EVPTax at Diversified Financial Management Corp
Industry Accounting
Experience
Diversified Financial Management Corp  May 2013 - Present
Pritzker Family Office   December 2012 - December 2013
Diversified Financial Management Corp.   August 1999 - December 2012
Charles J Barron Ltd   1994 - 1999
FERS  1992 - 1994
Arthur Andersen  August 1978 - August 1992

Skills
Tax Research, Tax Accounting, Federal Tax, Corporate Tax, State Taxation, Income Tax, Tax Services, IRS, Tax Audits, Tax Law, Partnership Taxation, S Corporations, Tax Controversy, High Net Worth..., Tax Advisory, Tax, Mergers & Acquisitions, Accounting, CPA, US Tax, International Tax, Property Tax, Tax Preparation, Trusts, Auditing, Internal Controls

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1975 — 1978
JD, Law

Northwestern University - Kellogg School of Management   1973 — 1974
Master of Business Administration (M.B.A.)

Bradley University   1971 — 1973
Bachelor of Science (BS), Business

bowen   1966 — 1969

Perry Giannopoulos Perry Giannopoulos Greater Chicago Area Details
Perry Giannopoulos's Diversified Financial Management Corp. Experience 1998 - Present
Job Vice President, Technology & Information Systems at Diversified Financial Management Corp.
Industry Information Technology and Services
Experience
Diversified Financial Management Corp.   1998 - Present
Altschuler, Melvoin & Glasser   August 1993 - July 1998
Oryx, Inc.   June 1991 - July 1993

Education
Northwestern University - Kellogg School of Management   2007 — 2009
Master of Business Administration (M.B.A.)

University of Illinois at Urbana-Champaign   1985 — 1989
Bachelor's Degree, Computer Science

Kamal Battu Kamal Battu Greater Chicago Area Details
Kamal Battu's Diversified Financial Management Corp. Experience June 2013 - Present
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   June 2013 - Present
WTAS  January 2013 - June 2013
Diversified Financial Management Corp.   January 2011 - December 2012
Diversified Financial Management Corp.   November 2009 - December 2010
RSM McGladrey  September 2007 - April 2009
University of Illinois at Chicago - CBA Office of Developent   March 2005 - August 2007
BBC Worldwide  June 2006 - August 2006

Skills
Accounting, Non-profits, High Net Worth..., Tax Research, Partnership Taxation, CPA, Financial Accounting, Tax Preparation, Financial Analysis, Nonprofits, Financial Statements

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2011 — 2013
Master of Science in Taxation (M.S.T), 3.9

University of Illinois at Chicago   2003 — 2007
B.A., Accounting, Finance

Jennifer Lakomy Jennifer Lakomy Greater Chicago Area Details
Jennifer Lakomy's Diversified Financial Management Corp. Experience January 2014 - Present
Job Vice President / Director at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   January 2014 - Present
Pritzker Family Office, L.L.C.   March 2013 - December 2013
Diversified Financial Management Corp.   May 2007 - December 2012
Kraft Foods  2001 - 2007
PricewaterhouseCoopers  1993 - 2000

Skills
Financial Analysis, Mergers, Financial Modeling, Financial Reporting, Accounting

Education
University of Notre Dame   1989 — 1993
Accounting

Bridget Perry, CPA Bridget Perry, CPA Greater Chicago Area Details
Bridget Perry, CPA's Diversified Financial Management Corp. Experience March 2009 - December 2012
Job Senior Tax Associate at Equity Group Investments
Industry Accounting
Experience
Equity Group Investments  January 2013 - Present
Diversified Financial Management Corp.   March 2009 - December 2012
Grant Thornton  September 2007 - December 2008

Skills
Accounting, Tax, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Trust Taxation, Trust Accounting, High Net Worth..., Individual Taxation, Family Office, CPA, Income Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Preparation, Trusts, ProSystem fx Tax, S Corporations, Tax Advisory

Education
Quinlan School of Business, Loyola University Chicago   2005 — 2007
MSA, Accountancy

University of Michigan
Bachelor of Arts (B.A.)

Wendy Weitzel Wendy Weitzel Greater Chicago Area Details
Wendy Weitzel's Diversified Financial Management Corp. Experience April 1989 - April 1992
Job Controller at Mining International
Industry Accounting
Experience
Mining International, LLC   March 2009 - Present
Past Basket, Inc.   July 2005 - Present
CAMCO, INC  April 1992 - October 1994
DIVERSIFIED FINANCIAL MANAGEMENT CORP  April 1989 - April 1992
DIVERSIFIED FINANCIAL MANAGEMENT CORP  September 1985 - July 1988

Skills
Accounting, Financial Reporting, Payroll, Accounts Payable, Accounts Receivable, General Ledger, QuickBooks, Cash Flow, Variance Analysis, Budgets, Financial Analysis, Financial Statements, Accruals, Cash Management, Invoicing, Corporate Finance, Human Resources, Management, ADP Payroll, Sales Tax, Expenses, Account Reconciliation, Payroll Taxes

Education
DePauw University
Bachelor of Arts, Economics

Dominican University
Masters of Business Administration, Finance

Brad Sanders Brad Sanders Greater Chicago Area Details
Brad Sanders's Diversified Financial Management Corp. Experience April 2013 - Present
Job Accountant at Diversified Financial Management Corp
Industry Accounting
Experience
Diversified Financial Management Corp.   April 2013 - Present
Diversified Financial Management Corp.   November 2010 - December 2012
Clifton Gunderson LLP  January 2007 - March 2009
Arizona State University  August 2006 - May 2007

Skills
CPA, High Net Worth..., Tax, Financial Accounting, Financial Statement..., Accounting

Education
Arizona State University
Bachelor of Science, Accountancy

Tim Sieges Tim Sieges Greater Chicago Area Details
Tim Sieges's Diversified Financial Management Corp. Experience May 2007 - March 2010
Job Financial Management Executive
Industry
Experience
Northern Trust Corporation  February 2015 - Present
Illinois Gaming Investors, LLC   November 2013 - Present
JPMorgan Chase  April 2010 - November 2013
Diversified Financial Management Corp.   May 2007 - March 2010
KPMG  April 2005 - May 2007

Skills
Accounting, Auditing, Finance, Financial Reporting, Internal Controls, Management

Education
Saint Louis University

Jeff Josephs Jeff Josephs Greater Chicago Area Details
Jeff Josephs's Diversified Financial Management Corp. Experience June 1999 - December 2012
Job Vice President, Senior Asset Manager Family Business Group at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  December 2013 - Present
Thresholds  2001 - Present
Verit Advisors, LLC   January 2013 - November 2013
Diversified Financial Management Corp  June 1999 - December 2012
Alliance Insurance Group  1989 - 1999
Ernst & Young  1981 - 1989

Skills
Financial Management, Accounting, Investments, Family Office, Income Tax, Auditing, Due Diligence, Business Valuation, Internal Audit, Managerial Finance, Cash Flow Forecasting, Portfolio Management, Tax, Business Planning, GAAP, Valuation, Real Estate, Internal Controls, Finance, Strategic Financial..., Restructuring

Education
University of Illinois at Urbana-Champaign   1979 — 1980
Masters of Accounting Science, Accounting

Purdue University   1975 — 1979
Bachelor of Science, Mathematics

Dennis Binford, CPA Dennis Binford, CPA Greater Chicago Area Details
Dennis Binford, CPA's Diversified Financial Management Corp. Experience March 2014 - Present
Job Accountant
Industry Financial Services
Experience
Diversified Financial Management Corp.   March 2014 - Present
Ammeraal Beltech US  September 2009 - March 2014
Delta Community Companies   May 2008 - May 2009

Skills
Corporate Finance, Tax Preparation, Data Analysis, Data Mining, Databases, Database Administration, Month End Close, Accounting, Accounts Payable, Sales Tax, General Ledger, Financial Reporting, GAAP, Cost Accounting, Cash Management, Cash Flow, Auditing, Financial Accounting, Fixed Assets, Revenue Recognition, Great Plains Software, SEC filings, Tax, US GAAP

Education
Illinois State University   2008 — 2009
MS, Accounting

Illinois State University   2004 — 2008
BS, Accounting

Dan McCann Dan McCann Greater Chicago Area Details
Dan McCann's Diversified Financial Management Corp. Experience 1999 - December 2012
Job Director at Spring Forward Financial, LLC
Industry Accounting
Experience
Spring Forward Financial, LLC   July 2013 - Present
Spring Forward Financial, LLC   January 2013 - June 2013
Diversified Financial Management Corp.   1999 - December 2012
Altschuler, Melvoin & Glasser   1987 - 1999

Skills
Partnership Taxation, Trust Taxation, Income Tax, Accounting, S Corporations, CPA, Tax Research, Financial Statements, Tax, Corporate Tax, Financial Analysis, Financial Accounting, Internal Controls, High Net Worth..., SEC filings, Tax Accounting, Financial Reporting, Family Office, Tax Preparation, Private Equity, Financial Modeling, Tax Advisory

Education
Indiana University Bloomington   1983 — 1987
BA, Accounting

Aaron Dennis Aaron Dennis Greater Chicago Area Details
Aaron Dennis's Diversified Financial Management Corp. Experience May 2008 - December 2012
Job Accounting Manager at Pritzker Family Office, L.L.C.
Industry Accounting
Experience
Pritzker Family Office, L.L.C.   January 2013 - Present
Diversified Financial Management Corp.   May 2008 - December 2012
KPMG  June 2006 - May 2008

Education
University of Illinois at Urbana-Champaign   2003 — 2006
Master of Accounting Science, Accounting

College of DuPage   2001 — 2003
Associate of Arts (A.A.), Accouting

Arlene McKenzie Arlene McKenzie Greater Chicago Area Details
Arlene McKenzie's Diversified Financial Management Corp. Experience January 2012 - May 2012
Job Paralegal
Industry Legal Services
Experience
JPS Interests   January 2013 - Present
TTX Company  December 2012 - January 2013
Diversified Financial Management Corp.   January 2012 - May 2012
Diversified Financial Management Corp.   February 2003 - December 2011
Anderson Law Office  March 1998 - February 2003

Skills
Lexis, Wordperfect, Notary Public, Westlaw, Microsoft Excel, Microsoft Word, Non-profits, Research, Microsoft Office, PowerPoint, Document Drafting, LexisNexis, Legal Writing, WordPerfect

Education
Roosevelt University   2008 — 2012

Janina Sobolewska Janina Sobolewska Chicago, Illinois Details
Janina Sobolewska's Diversified Financial Management Corp. Experience January 2014 - Present
Job Senior Accountant at Diversified Financial Management Corp.(Pritzker Family Office)
Industry Accounting
Experience
Diversified Financial Management Corp.   January 2014 - Present
Pritzker Family Office, L.L.C.   March 2013 - December 2013
Diversified Financial Management Corp.   October 2007 - December 2010
Roger P. Feldman & Co.   February 2005 - October 2007

Skills
Bilingual-English/Polish, Finance, Accounts Payable, Tax, Accounting, Accounts Receivable, Income Tax

Education
DePaul University
Bachelor of Science in Commerce, Accountancy

Warmian-Masurian University, Poland
Master degree in Education

Terri Lynch Terri Lynch Chicago, Illinois Details
Terri Lynch's Diversified Financial Management Corp. Experience March 2003 - Present
Job Senior Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp.   March 2003 - Present
Arlington Park  March 2001 - March 2003
Mayer Brown  March 2000 - March 2001

Skills
Accounting, Trust Accounting, Tax Accounting, Family Office, High Net Worth..., Income Tax, Trust Taxation, Tax Preparation, Tax Returns, CCH ProSystem fx, Microsoft Office, Microsoft Excel, Microsoft Word

Education
Roosevelt University   2006 — 2009
Master of Business Administration (M.B.A.), Finance, General

Roosevelt University   1996 — 1999
Bachelor of Science (BS), Accounting

Bilbrey Mandy Bilbrey Mandy United States Details
Bilbrey Mandy's Diversified Financial Management Corp. Experience 2008 - 2009
Job
Industry Broadcast Media
Experience
Tribune Company  March 2011 - Present
Diversified Financial Management Corp.   2008 - 2009
First Industrial Realty Trust  2005 - 2008
PwC  2000 - 2005

Skills
Financial Reporting, GAAP, Tax Accounting, Tax, Accounting, Corporate Tax

Education
Millikin University
Accounting