Ernst & Whinney
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Ernst & Whinney Employees
Employee
Years
Job
Industry
Patricia Godfrey Moss Patricia Godfrey Moss's Ernst & Whinney Experience September 1981 - March 1989
Job CruiseOne Franchise Owner and Vacation Planning Specialist
Industry Leisure, Travel & Tourism
Experience
CruiseOne April 2012 - Present
Ernst & Young October 1994 - June 2012
United Way of Metropolitan Chicago January 2010 - May 2012
Jane Addams Hull House Association July 2006 - June 2009
Girl Scouts of Greater Chicago & Northwest Indiana 2006 - 2008
Washington University Medical School May 1993 - October 1994
UHY Advisors March 1989 - May 1993
Ernst & Whinney September 1981 - March 1989
Skills
Leadership, Nonprofits, Tax, River Cruises, Estate Planning, Luxury Cruise, Training, Travel Planning, Leisure Travel, Income Tax, Ocean cruises, Vacation planning
Education
CruiseOne Franchise Owners' training 2012 — 2012
Harrington College of Design 2005 — 2007
NONE, Interior Design
University of Illinois at Urbana-Champaign 1971 — 1974
BS, Microbiology
University of Houston 1979 — 1981
BAccy, Accounting
CruiseOne April 2012 - Present
Ernst & Young October 1994 - June 2012
United Way of Metropolitan Chicago January 2010 - May 2012
Jane Addams Hull House Association July 2006 - June 2009
Girl Scouts of Greater Chicago & Northwest Indiana 2006 - 2008
Washington University Medical School May 1993 - October 1994
UHY Advisors March 1989 - May 1993
Ernst & Whinney September 1981 - March 1989
Skills
Leadership, Nonprofits, Tax, River Cruises, Estate Planning, Luxury Cruise, Training, Travel Planning, Leisure Travel, Income Tax, Ocean cruises, Vacation planning
Education
CruiseOne Franchise Owners' training 2012 — 2012
Harrington College of Design 2005 — 2007
NONE, Interior Design
University of Illinois at Urbana-Champaign 1971 — 1974
BS, Microbiology
University of Houston 1979 — 1981
BAccy, Accounting
Robb Linnemanstons Robb Linnemanstons's Ernst & Whinney Experience September 1985 - March 1989
Job Chief of Financial Operations at Davis & Kuelthau, s.c.
Industry Law Practice
Experience
Davis & Kuelthau, s.c. October 2014 - Present
Davis & Kuelthau, s.c. March 1991 - September 2014
Mulcahy & Wherry, s.c. March 1989 - March 1991
Ernst & Whinney September 1985 - March 1989
Monsanto Company May 1985 - September 1985
Monsanto Company May 1980 - May 1985
Skills
Accounting, Corporate Finance, Financial Reporting, Tax, Microsoft Excel, SQL, Crystal Reports, Corporate Law, Mergers & Acquisitions, Corporate Governance, Managerial Finance, Private Equity, Financial Planning, Finance
Education
Idaho State University 1976 — 1980
B.B.A, Accounting, Chemistry
Davis & Kuelthau, s.c. October 2014 - Present
Davis & Kuelthau, s.c. March 1991 - September 2014
Mulcahy & Wherry, s.c. March 1989 - March 1991
Ernst & Whinney September 1985 - March 1989
Monsanto Company May 1985 - September 1985
Monsanto Company May 1980 - May 1985
Skills
Accounting, Corporate Finance, Financial Reporting, Tax, Microsoft Excel, SQL, Crystal Reports, Corporate Law, Mergers & Acquisitions, Corporate Governance, Managerial Finance, Private Equity, Financial Planning, Finance
Education
Idaho State University 1976 — 1980
B.B.A, Accounting, Chemistry
Ellen Cook Ellen Cook's Ernst & Whinney Experience May 1983 - May 1985
Job SVP Director of ABL Underwriting at MB Finanical Bank (formerly Cole Taylor Bank)
Industry Banking
Experience
MB Financial Bank, N.A. (formerly Cole Taylor Bank) March 2012 - Present
Cole Taylor Bank October 2008 - March 2012
Bank America October 2007 - October 2008
LaSalle Bank October 1998 - October 2007
Heller Financial October 1994 - October 1998
BT Commercial Corp September 1991 - October 1994
BT Commerical Corp June 1988 - September 1991
Drexel Burham Lambert 1985 - 1988
Ernst & Whinney May 1983 - May 1985
Skills
Asset Based Lending, Credit Analysis, Credit, Underwriting, Analysis, Accounting, Loan Origination, Loans, Commercial Lending
Education
Florida Agricultural and Mechanical University 1979 — 1983
B.S.
MB Financial Bank, N.A. (formerly Cole Taylor Bank) March 2012 - Present
Cole Taylor Bank October 2008 - March 2012
Bank America October 2007 - October 2008
LaSalle Bank October 1998 - October 2007
Heller Financial October 1994 - October 1998
BT Commercial Corp September 1991 - October 1994
BT Commerical Corp June 1988 - September 1991
Drexel Burham Lambert 1985 - 1988
Ernst & Whinney May 1983 - May 1985
Skills
Asset Based Lending, Credit Analysis, Credit, Underwriting, Analysis, Accounting, Loan Origination, Loans, Commercial Lending
Education
Florida Agricultural and Mechanical University 1979 — 1983
B.S.
Jeffrey Solomon Jeffrey Solomon's Ernst & Whinney Experience 1985 - 1988
Job Managing Partner, Katz Nannis + Solomon, PC
Industry Accounting
Experience
Katz, Nannis + Solomon, P.C. Board member and TreasurerMIT Enterprise forum of CambridgeSeptember 2010 - Present
Angel Capital Association Public Policy Committee June 2010 - Present
Mass Society of CPA;s May 2010 - Present
American Institute of Certified Public Accountants May 2009 - Present
Katz, Nannis + Solomon, P.C. January 1998 - Present
Tofias PC 1987 - 1990
Ernst & Whinney 1985 - 1988
Skills
Venture Capital, Auditing, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Private Equity, Due Diligence, Business Valuation, Strategy, Mergers, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Corporate Governance, Finance, Investments, Executive Management, Corporate Development, New Business Development, Investor Relations, Leadership, IPO, Management Consulting, Strategic Financial..., Valuation, Strategic Planning, Accounting, Corporate Finance, Tax, Financial Reporting
Education
University of Massachusetts at Amherst - Isenberg School of Management
accounting
Katz, Nannis + Solomon, P.C. Board member and TreasurerMIT Enterprise forum of CambridgeSeptember 2010 - Present
Angel Capital Association Public Policy Committee June 2010 - Present
Mass Society of CPA;s May 2010 - Present
American Institute of Certified Public Accountants May 2009 - Present
Katz, Nannis + Solomon, P.C. January 1998 - Present
Tofias PC 1987 - 1990
Ernst & Whinney 1985 - 1988
Skills
Venture Capital, Auditing, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Private Equity, Due Diligence, Business Valuation, Strategy, Mergers, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Corporate Governance, Finance, Investments, Executive Management, Corporate Development, New Business Development, Investor Relations, Leadership, IPO, Management Consulting, Strategic Financial..., Valuation, Strategic Planning, Accounting, Corporate Finance, Tax, Financial Reporting
Education
University of Massachusetts at Amherst - Isenberg School of Management
accounting
William Brodak William Brodak's Ernst & Whinney Experience 1986 - 1987
Job Attorney at Law
Industry Law Practice
Experience
Self-employed June 1995 - Present
Corestates/Philadelphia National Bank 1987 - 1990
Ernst & Whinney 1986 - 1987
Skills
Estate Planning, Elder Law, Special Needs Trusts, Probates, Trust Administration, Medi-Cal Planning, Guardianship, Powers of Attorney, Conservatorships, Estate Tax Planning, Estate Law, Wills, Gift Tax, LLC, Trusts
Education
Pepperdine School of Law 1990 — 1993
Doctor of Law (J.D.)
Indiana University of Pennsylvania 1982 — 1986
Bachelor's degree, Accounting
Self-employed June 1995 - Present
Corestates/Philadelphia National Bank 1987 - 1990
Ernst & Whinney 1986 - 1987
Skills
Estate Planning, Elder Law, Special Needs Trusts, Probates, Trust Administration, Medi-Cal Planning, Guardianship, Powers of Attorney, Conservatorships, Estate Tax Planning, Estate Law, Wills, Gift Tax, LLC, Trusts
Education
Pepperdine School of Law 1990 — 1993
Doctor of Law (J.D.)
Indiana University of Pennsylvania 1982 — 1986
Bachelor's degree, Accounting
Bob Maryan Bob Maryan's Ernst & Whinney Experience January 1985 - 1988
Job Senior Business Development Manager at Crowe Horwath LLP
Industry Executive Office
Experience
Crowe Horwath LLP February 2015 - Present
BDO/UHY Advisors June 2008 - February 2012
Deloitte Services December 1999 - June 2008
KPMG January 1997 - October 1999
Comprehensive Software Systems January 1995 - January 1997
EDS, an HP company January 1989 - January 1995
Ernst & Whinney January 1985 - 1988
Skills
Business Development, Strategy, Executive Management, New Business Development, Banking, Private Equity, Finance, Due Diligence, Management, Mergers & Acquisitions, Auditing, Consulting, Tax, Leadership, Strategic Planning, Accounting, Human Resources, Management Consulting, Employee Benefits, Investments, Global Business..., Business Planning, Valuation, Start-ups, Outsourcing, Executive sales, Restructuring, CPA, Corporate Finance, Mergers, Acquisition Integration, Managerial Finance, Strategic Financial..., Venture Capital, Professional Services, Sarbanes-Oxley Act, Sales, Financial Services, Financial Analysis, Financial Modeling, Audit, Middle-Market Business..., Employee Benefit Plan..., Team Building, Team Leadership, Medicaid, Health Insurance, Financial Planning
Education
Indiana University Robert H. McKinney School of Law
Doctor of Law (JD), Taxation
Indiana University Bloomington
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Crowe Horwath LLP February 2015 - Present
BDO/UHY Advisors June 2008 - February 2012
Deloitte Services December 1999 - June 2008
KPMG January 1997 - October 1999
Comprehensive Software Systems January 1995 - January 1997
EDS, an HP company January 1989 - January 1995
Ernst & Whinney January 1985 - 1988
Skills
Business Development, Strategy, Executive Management, New Business Development, Banking, Private Equity, Finance, Due Diligence, Management, Mergers & Acquisitions, Auditing, Consulting, Tax, Leadership, Strategic Planning, Accounting, Human Resources, Management Consulting, Employee Benefits, Investments, Global Business..., Business Planning, Valuation, Start-ups, Outsourcing, Executive sales, Restructuring, CPA, Corporate Finance, Mergers, Acquisition Integration, Managerial Finance, Strategic Financial..., Venture Capital, Professional Services, Sarbanes-Oxley Act, Sales, Financial Services, Financial Analysis, Financial Modeling, Audit, Middle-Market Business..., Employee Benefit Plan..., Team Building, Team Leadership, Medicaid, Health Insurance, Financial Planning
Education
Indiana University Robert H. McKinney School of Law
Doctor of Law (JD), Taxation
Indiana University Bloomington
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Lanny Cohen Lanny Cohen's Ernst & Whinney Experience 1982 - 1989
Job Global Chief Technology Officer
Industry Management Consulting
Experience
Capgemini July 2013 - Present
Capgemini 2007 - July 2013
Capgemini 2004 - 2007
Cap Gemini Ernst & Young 1997 - 2004
Ernst & Young 1990 - 1998
Ernst & Young 1989 - 1990
Ernst & Whinney 1982 - 1989
Ernst & Whinney 1979 - 1982
Skills
Outsourcing, Strategy, Business Transformation, Consulting, IT Strategy, Integration, Business Development, Management Consulting, Business Process..., Program Management, Pre-sales, Business Intelligence, ERP, Business Process, Enterprise Software, Change Management, Professional Services, Management, Business Strategy, Team Leadership, Leadership, PMO, Telecommunications, Business Analysis, Enterprise Architecture, Business Process Design, Business Process..., Strategic Leadership, Leadership Development, Governance, Solution Architecture, Project Portfolio..., IT Outsourcing, C-Level Relationships, C-Level Leadership, SAP, Vendor Management, SDLC, Offshoring, IT Operations, Cloud Computing, Technology Enabled..., Business Analytics, Business Information, Business Process..., Application Lifecycle..., Platform Integration, Digital Transformation, Digital Economy
Education
Georgetown University
Bachelor of Arts (BA)
Harvard Business School
Executive Leadership Training
Northwestern University - Kellogg School of Management
Executive Leadership Training
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Capgemini July 2013 - Present
Capgemini 2007 - July 2013
Capgemini 2004 - 2007
Cap Gemini Ernst & Young 1997 - 2004
Ernst & Young 1990 - 1998
Ernst & Young 1989 - 1990
Ernst & Whinney 1982 - 1989
Ernst & Whinney 1979 - 1982
Skills
Outsourcing, Strategy, Business Transformation, Consulting, IT Strategy, Integration, Business Development, Management Consulting, Business Process..., Program Management, Pre-sales, Business Intelligence, ERP, Business Process, Enterprise Software, Change Management, Professional Services, Management, Business Strategy, Team Leadership, Leadership, PMO, Telecommunications, Business Analysis, Enterprise Architecture, Business Process Design, Business Process..., Strategic Leadership, Leadership Development, Governance, Solution Architecture, Project Portfolio..., IT Outsourcing, C-Level Relationships, C-Level Leadership, SAP, Vendor Management, SDLC, Offshoring, IT Operations, Cloud Computing, Technology Enabled..., Business Analytics, Business Information, Business Process..., Application Lifecycle..., Platform Integration, Digital Transformation, Digital Economy
Education
Georgetown University
Bachelor of Arts (BA)
Harvard Business School
Executive Leadership Training
Northwestern University - Kellogg School of Management
Executive Leadership Training
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Phillip Vinyard Phillip Vinyard's Ernst & Whinney Experience November 1983 - April 1984
Job Practice Manager at University of Missouri Health Care
Industry Hospital & Health Care
Experience
University of Missouri Healthcare March 2005 - Present
Vinyard Farm & Home Supply June 1997 - March 2005
Opus II Communications July 1995 - June 1997
Eastern Middlesex Human Services May 1991 - March 1995
Baystate Health Systems June 1988 - May 1991
Webster University August 1986 - May 1988
Yuma Regional Medical Center October 1984 - May 1988
Yuma Regional Medical Center June 1984 - September 1984
Ernst & Whinney November 1983 - April 1984
University of Missouri Health Care June 1982 - November 1983
Skills
Healthcare, Financial Reporting, EMR, Clinics, Healthcare Management, Hospitals, Financial Analysis
Education
Gordon Conwell Theological Seminary 1991 — 1996
MDiv, Pastoral Care/Theology
University of Missouri-Columbia 1980 — 1982
MS (MHA), Health Care Administration
University of Missouri-Columbia, College of Business 1980 — 1982
MBA, Administrative Management
University of Central Missouri 1975 — 1978
BSBA, Accounting
University of Missouri Healthcare March 2005 - Present
Vinyard Farm & Home Supply June 1997 - March 2005
Opus II Communications July 1995 - June 1997
Eastern Middlesex Human Services May 1991 - March 1995
Baystate Health Systems June 1988 - May 1991
Webster University August 1986 - May 1988
Yuma Regional Medical Center October 1984 - May 1988
Yuma Regional Medical Center June 1984 - September 1984
Ernst & Whinney November 1983 - April 1984
University of Missouri Health Care June 1982 - November 1983
Skills
Healthcare, Financial Reporting, EMR, Clinics, Healthcare Management, Hospitals, Financial Analysis
Education
Gordon Conwell Theological Seminary 1991 — 1996
MDiv, Pastoral Care/Theology
University of Missouri-Columbia 1980 — 1982
MS (MHA), Health Care Administration
University of Missouri-Columbia, College of Business 1980 — 1982
MBA, Administrative Management
University of Central Missouri 1975 — 1978
BSBA, Accounting
Marie Schwindl Marie Schwindl's Ernst & Whinney Experience July 1981 - December 1984
Job Financial & Operations Professional
Industry Accounting
Experience
Art of Movement, LLC 2008 - Present
Rabbit Ridge, Inc. May 2004 - July 2009
Vaco March 2007 - August 2007
Peacock Farm, Inc April 1998 - June 2006
Eaton Corporation April 1996 - April 1998
Eaton Corporation December 1989 - April 1996
Eaton Corporation September 1986 - December 1989
Eaton Credit Corporation December 1984 - August 1986
Ernst & Whinney July 1981 - December 1984
Skills
Financial & Operations..., Accounting, Financial Reporting, Budgeting, Strategic Planning, Financial Analysis, Project Analysis &..., Cash & Asset Management, Auditing, Workplace Restructuring, Team-oriented, Excellent Communication..., Managerial Finance
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Finance, General
Lake Erie College
Bachelor of Arts (BA), Accounting
Art of Movement, LLC 2008 - Present
Rabbit Ridge, Inc. May 2004 - July 2009
Vaco March 2007 - August 2007
Peacock Farm, Inc April 1998 - June 2006
Eaton Corporation April 1996 - April 1998
Eaton Corporation December 1989 - April 1996
Eaton Corporation September 1986 - December 1989
Eaton Credit Corporation December 1984 - August 1986
Ernst & Whinney July 1981 - December 1984
Skills
Financial & Operations..., Accounting, Financial Reporting, Budgeting, Strategic Planning, Financial Analysis, Project Analysis &..., Cash & Asset Management, Auditing, Workplace Restructuring, Team-oriented, Excellent Communication..., Managerial Finance
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Finance, General
Lake Erie College
Bachelor of Arts (BA), Accounting
Michelle Monnin Michelle Monnin's Ernst & Whinney Experience 1984 - 1986
Job
Industry Computer Software
Experience
mcaConnect August 2009 - Present
SAP Americas Inc April 2006 - March 2009
Sterling Commerce April 2005 - March 2006
PeopleSoft, Inc. July 1996 - January 2005
Red Pepper Software June 1996 - July 1996
JDEdwards June 1994 - June 1996
Effective Management Systems June 1992 - June 1994
Symix Computer Systems, Inc 1987 - 1991
Grant Thornton January 1986 - June 1987
Ernst & Whinney 1984 - 1986
Education
Miami University 1980 — 1984
BS
mcaConnect August 2009 - Present
SAP Americas Inc April 2006 - March 2009
Sterling Commerce April 2005 - March 2006
PeopleSoft, Inc. July 1996 - January 2005
Red Pepper Software June 1996 - July 1996
JDEdwards June 1994 - June 1996
Effective Management Systems June 1992 - June 1994
Symix Computer Systems, Inc 1987 - 1991
Grant Thornton January 1986 - June 1987
Ernst & Whinney 1984 - 1986
Education
Miami University 1980 — 1984
BS
Cathy Federer, CPA, GRI Cathy Federer, CPA, GRI's Ernst & Whinney Experience June 1982 - October 1984
Job Realtor at Red Key Realty Leaders
Industry Real Estate
Experience
Red Key Realty Leaders July 2015 - Present
Keller Williams Realty January 2002 - July 2015
Independent CPA Firms October 1984 - September 2002
Ernst & Whinney June 1982 - October 1984
Skills
Real Estate, Buyer Representation, Sellers, Foreclosures, Relocation, Investment Properties, Referrals, Negotiation, Listings, Single Family Homes, First Time Home Buyers, Condos, Real Estate Transactions, Short Sales, Small Business, Investors, Residential Homes, New Home Sales, Selling, SFR, Buyers, Marketing
Education
Miami University 1978 — 1982
BS, Accounting
Alter High School, Kettering, OH 1974 — 1978
High School Diploma, College Prep
Red Key Realty Leaders July 2015 - Present
Keller Williams Realty January 2002 - July 2015
Independent CPA Firms October 1984 - September 2002
Ernst & Whinney June 1982 - October 1984
Skills
Real Estate, Buyer Representation, Sellers, Foreclosures, Relocation, Investment Properties, Referrals, Negotiation, Listings, Single Family Homes, First Time Home Buyers, Condos, Real Estate Transactions, Short Sales, Small Business, Investors, Residential Homes, New Home Sales, Selling, SFR, Buyers, Marketing
Education
Miami University 1978 — 1982
BS, Accounting
Alter High School, Kettering, OH 1974 — 1978
High School Diploma, College Prep
David Koeninger David Koeninger's Ernst & Whinney Experience December 1976 - March 1986
Job CFO at Millennium Physician Group, LLC
Industry Medical Practice
Experience
Millennium Physician Group, LLC January 2011 - Present
Radiation Therapy Services, Inc. July 1998 - June 2007
Anthem Blue Cross and Blue Shield October 1995 - December 1997
WellPoint 1995 - 1997
Community Mutual Insurance Company March 1986 - September 1995
Ernst & Whinney December 1976 - March 1986
Education
Virginia Polytechnic Institute and State University 1975 — 1976
MACC, accounting
Eastern Kentucky University 1971 — 1975
BBA, accounting
St. Francis de Sales
Millennium Physician Group, LLC January 2011 - Present
Radiation Therapy Services, Inc. July 1998 - June 2007
Anthem Blue Cross and Blue Shield October 1995 - December 1997
WellPoint 1995 - 1997
Community Mutual Insurance Company March 1986 - September 1995
Ernst & Whinney December 1976 - March 1986
Education
Virginia Polytechnic Institute and State University 1975 — 1976
MACC, accounting
Eastern Kentucky University 1971 — 1975
BBA, accounting
St. Francis de Sales
Cheryl Schimizzi, CPA Cheryl Schimizzi, CPA's Ernst & Whinney Experience September 1985 - December 1988
Job Asst. Controller at Quality Dairy
Industry Food Production
Experience
Quality Dairy August 2014 - Present
Dart Container December 1988 - February 2014
Ernst & Whinney September 1985 - December 1988
Skills
Financial Reporting, Manufacturing, Microsoft Excel, Lotus Notes, Accounting, Auditing, Financial Analysis, Internal Audit, SAP ERP, Cost Accounting, Financial Accounting
Education
Michigan State University 1981 — 1985
Bachelor's degree, Accounting
Quality Dairy August 2014 - Present
Dart Container December 1988 - February 2014
Ernst & Whinney September 1985 - December 1988
Skills
Financial Reporting, Manufacturing, Microsoft Excel, Lotus Notes, Accounting, Auditing, Financial Analysis, Internal Audit, SAP ERP, Cost Accounting, Financial Accounting
Education
Michigan State University 1981 — 1985
Bachelor's degree, Accounting
Nancy (Severini) Marr's Ernst & Whinney Experience 1984 - 1987
Job President & Owner, Marr Development Companies
Industry Commercial Real Estate
Experience
Marr Development (formerly Heidorn Development) 1989 - Present
Guthrie Clinic Ltd. 1994 - 1997
Parente Randolph 1990 - 1994
Ernst & Whinney 1984 - 1987
Skills
Government Contracting, Construction, Real Estate Development, Leases, Property Management, CPA
Education
Harvard T.H. Chan School of Public Health 1987 — 1989
M.S., Health Policy & Management
Penn State University 1980 — 1984
B.S., Accounting
Marr Development (formerly Heidorn Development) 1989 - Present
Guthrie Clinic Ltd. 1994 - 1997
Parente Randolph 1990 - 1994
Ernst & Whinney 1984 - 1987
Skills
Government Contracting, Construction, Real Estate Development, Leases, Property Management, CPA
Education
Harvard T.H. Chan School of Public Health 1987 — 1989
M.S., Health Policy & Management
Penn State University 1980 — 1984
B.S., Accounting
Susie La Roe Susie La Roe's Ernst & Whinney Experience August 1985 - May 1986
Job Consultant Business Services/Notforprofit
Industry Nonprofit Organization Management
Experience
Susie La Roe July 2013 - Present
Seminole Electric Cooperative November 2008 - July 2013
Creative Memories 1993 - June 2012
Digital Hands January 2006 - August 2006
Dolphin Capital Management January 2005 - December 2005
University of South Florida March 2004 - December 2004
BayCare Health System October 1997 - March 2000
St. Joseph's Hospital March 1993 - October 1997
Ernst & Young September 1987 - July 1992
Ernst & Whinney August 1985 - May 1986
Skills
Tax, Accounting, Financial Reporting, Internal Controls, General Ledger, Process Improvement, Budgets, Forecasting, CPA, Financial Statements, Business Process...
Education
University of South Florida - College of Business Administration 1986 — 1987
Masters of Accountancy, Tax
Florida State University - College of Business 1981 — 1985
Bachelor of Science, Accounting
Susie La Roe July 2013 - Present
Seminole Electric Cooperative November 2008 - July 2013
Creative Memories 1993 - June 2012
Digital Hands January 2006 - August 2006
Dolphin Capital Management January 2005 - December 2005
University of South Florida March 2004 - December 2004
BayCare Health System October 1997 - March 2000
St. Joseph's Hospital March 1993 - October 1997
Ernst & Young September 1987 - July 1992
Ernst & Whinney August 1985 - May 1986
Skills
Tax, Accounting, Financial Reporting, Internal Controls, General Ledger, Process Improvement, Budgets, Forecasting, CPA, Financial Statements, Business Process...
Education
University of South Florida - College of Business Administration 1986 — 1987
Masters of Accountancy, Tax
Florida State University - College of Business 1981 — 1985
Bachelor of Science, Accounting
Chanda Ignatoski Chanda Ignatoski's Ernst & Whinney Experience March 1979 - October 1985
Job Associate Broker at Hathaway Properties, LLC
Industry Real Estate
Experience
Hathaway Properties, LLC March 2003 - Present
Hathaway Properties, Inc October 2002 - Present
Computer Strategies October 1985 - April 1988
Ernst & Whinney March 1979 - October 1985
Skills
Interior Design, Floor Plans, Marketing Communications, Real Estate Development, Residential Homes, Real Estate, Condos, Leases, Negotiation, Retail, Commercial Real Estate, Marketing, Microsoft Office, Sales, Strategic Planning, Entrepreneurship, Social Networking
Education
Holloway Real Estate Institute 2003 — 2007
Real Estate Law
Grand Rapids Community College 1975 — 1978
Business Management
Hathaway Properties, LLC March 2003 - Present
Hathaway Properties, Inc October 2002 - Present
Computer Strategies October 1985 - April 1988
Ernst & Whinney March 1979 - October 1985
Skills
Interior Design, Floor Plans, Marketing Communications, Real Estate Development, Residential Homes, Real Estate, Condos, Leases, Negotiation, Retail, Commercial Real Estate, Marketing, Microsoft Office, Sales, Strategic Planning, Entrepreneurship, Social Networking
Education
Holloway Real Estate Institute 2003 — 2007
Real Estate Law
Grand Rapids Community College 1975 — 1978
Business Management
Gregory Montagna Gregory Montagna's Ernst & Whinney Experience January 1979 - October 1987
Job Owner, Montagna & Associates, Incorporated
Industry Accounting
Experience
Montagna & Associates, Incorporated November 1987 - Present
Ernst & Whinney January 1979 - October 1987
Skills
Finance, Sales, Financial Statements, Financial Reporting, Tax Preparation, Auditing, Accounting, Contract Negotiation, Tax, Management, Internal Audit, Invoicing, New Business Development, Sales Tax, Team Building, Mergers, Human Resources, Small Business, Managerial Finance, QuickBooks, Public Speaking, Strategic Planning, GAAP, IRS, Start-ups, Customer Service, Financial Accounting, Management Consulting, Corporate Tax, Negotiation, Estate Planning, Microsoft Excel, Financial Analysis, Due Diligence, Business Strategy, Account Reconciliation, Payroll, Financial Modeling, Corporate Law, Microsoft Office, Strategic Financial..., Internal Controls, Forecasting, Account Management, Investments, CPA, Marketing, Payroll Taxes, Business Planning, Budgets
Education
University of Southern California 1981 — 1985
Masters, Business Taxation
Loyola Marymount University 1975 — 1979
B.S., Accounting
Loyola Marymount University, College of Business Administration 1975 — 1979
Bachelor of Science, Accounting
Montagna & Associates, Incorporated November 1987 - Present
Ernst & Whinney January 1979 - October 1987
Skills
Finance, Sales, Financial Statements, Financial Reporting, Tax Preparation, Auditing, Accounting, Contract Negotiation, Tax, Management, Internal Audit, Invoicing, New Business Development, Sales Tax, Team Building, Mergers, Human Resources, Small Business, Managerial Finance, QuickBooks, Public Speaking, Strategic Planning, GAAP, IRS, Start-ups, Customer Service, Financial Accounting, Management Consulting, Corporate Tax, Negotiation, Estate Planning, Microsoft Excel, Financial Analysis, Due Diligence, Business Strategy, Account Reconciliation, Payroll, Financial Modeling, Corporate Law, Microsoft Office, Strategic Financial..., Internal Controls, Forecasting, Account Management, Investments, CPA, Marketing, Payroll Taxes, Business Planning, Budgets
Education
University of Southern California 1981 — 1985
Masters, Business Taxation
Loyola Marymount University 1975 — 1979
B.S., Accounting
Loyola Marymount University, College of Business Administration 1975 — 1979
Bachelor of Science, Accounting
David Borowy David Borowy's Ernst & Whinney Experience January 1981 - July 1983
Job SVP, Director of Financial Planning & Tax at First Mariner Bank
Industry Financial Services
Experience
First Mariner Bank June 2015 - Present
Bay Bank, FSB January 2014 - June 2015
Bay Bank, FSB July 2010 - December 2013
Calvert Street Capital Corporation January 2008 - October 2008
PNC Financial Services Group, Inc. (FKA Mercantile Bankshares Corporation) December 1985 - December 2007
PNC Financial Services Group (FKA Mercantile Bankshares Corporation) December 1985 - December 2007
Mercantile Bankshares Corp, (Currently PNC Bank) 1985 - 2007
PHH, Inc. August 1983 - December 1985
Ernst & Whinney January 1981 - July 1983
Education
University of Baltimore 1986 — 1987
MS, Taxation
Loyola University Maryland 1977 — 1981
BA, Accounting
First Mariner Bank June 2015 - Present
Bay Bank, FSB January 2014 - June 2015
Bay Bank, FSB July 2010 - December 2013
Calvert Street Capital Corporation January 2008 - October 2008
PNC Financial Services Group, Inc. (FKA Mercantile Bankshares Corporation) December 1985 - December 2007
PNC Financial Services Group (FKA Mercantile Bankshares Corporation) December 1985 - December 2007
Mercantile Bankshares Corp, (Currently PNC Bank) 1985 - 2007
PHH, Inc. August 1983 - December 1985
Ernst & Whinney January 1981 - July 1983
Education
University of Baltimore 1986 — 1987
MS, Taxation
Loyola University Maryland 1977 — 1981
BA, Accounting
Greg Pashke, CMC Greg Pashke, CMC's Ernst & Whinney Experience 1971 - 1973
Job Management Consultant and One Page Plan Consultant
Industry Management Consulting
Experience
Pashke Consulting July 1997 - Present
Pashke Twargowski & Lee 1974 - 1997
Keystone Aeronautics 1973 - 1974
Ernst & Whinney 1971 - 1973
Skills
Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Business Strategy, Business Intelligence, Executive Coaching, Strategic Planning, Strategic Thinking, Strategic Analysis, Business Valuation, Conference Speaking, Public Speaking, Technical Writing, Accounting, Mentoring, Succession Planning, One Page Business Plan, Tactical Planning, Performance Management, Cost Analysis, CMA, CFM, Management Consulting, Coaching, Business Planning, Budgeting, Start-ups, Business Management, Manufacturing, Planning, Competitive Analysis, Cost Accounting, Team Building, Forecasting, Strategy Development, Balanced Scorecard, Analysis, Strategy, Strategic Financial..., Project Planning, Budgets, Managerial Finance, Management, Consulting, Executive Management, Cost Benefit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1969 — 1970
MBA, Accounting
Gannon University 1966 — 1969
B.S., Business Management
Cathedral Prep
John Carroll University
Pashke Consulting July 1997 - Present
Pashke Twargowski & Lee 1974 - 1997
Keystone Aeronautics 1973 - 1974
Ernst & Whinney 1971 - 1973
Skills
Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Business Strategy, Business Intelligence, Executive Coaching, Strategic Planning, Strategic Thinking, Strategic Analysis, Business Valuation, Conference Speaking, Public Speaking, Technical Writing, Accounting, Mentoring, Succession Planning, One Page Business Plan, Tactical Planning, Performance Management, Cost Analysis, CMA, CFM, Management Consulting, Coaching, Business Planning, Budgeting, Start-ups, Business Management, Manufacturing, Planning, Competitive Analysis, Cost Accounting, Team Building, Forecasting, Strategy Development, Balanced Scorecard, Analysis, Strategy, Strategic Financial..., Project Planning, Budgets, Managerial Finance, Management, Consulting, Executive Management, Cost Benefit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1969 — 1970
MBA, Accounting
Gannon University 1966 — 1969
B.S., Business Management
Cathedral Prep
John Carroll University
Larry Buhl Larry Buhl's Ernst & Whinney Experience 1967 - 2003
Job at
Industry Insurance
Experience
Assured Guaranty July 2003 - Present
Harleysville Insurance August 2004 - 2012
Ernst & Young June 1968 - June 2003
Ernst & Young 1979 - 2003
Ernst & Young 1968 - 2003
Ernst & Whinney 1967 - 2003
Skills
Surety, Insurance, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Mergers, SOX, Risk Management, SEC reporting, Due Diligence, Internal Controls, GAAP, Governance, Executive Compensation, Board responsibilities, SEC filings, Finance, Mergers & Acquisitions, Executive Pay, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, Budgets, Enterprise Risk..., Management Consulting, Restructuring, Financial Modeling
Education
Loyola College in Maryland 1964 — 1968
Bachelor of Science (BS), Accounting
Loyola Blakefield 1960 — 1964
Assured Guaranty July 2003 - Present
Harleysville Insurance August 2004 - 2012
Ernst & Young June 1968 - June 2003
Ernst & Young 1979 - 2003
Ernst & Young 1968 - 2003
Ernst & Whinney 1967 - 2003
Skills
Surety, Insurance, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Mergers, SOX, Risk Management, SEC reporting, Due Diligence, Internal Controls, GAAP, Governance, Executive Compensation, Board responsibilities, SEC filings, Finance, Mergers & Acquisitions, Executive Pay, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, Budgets, Enterprise Risk..., Management Consulting, Restructuring, Financial Modeling
Education
Loyola College in Maryland 1964 — 1968
Bachelor of Science (BS), Accounting
Loyola Blakefield 1960 — 1964
John McQuaig, CPA, CMC John McQuaig, CPA, CMC's Ernst & Whinney Experience June 1975 - December 1976
Job McQuaig and Welk, PLLC CEO
Industry Accounting
Experience
LCC International University August 2009 - Present
Key Methods, LLC 2006 - Present
North Cascades National Bank December 1985 - Present
McQuaig and Welk, PLLC April 1977 - Present
Ernst & Whinney June 1975 - December 1976
Skills
Training, Finance, Management, Entrepreneurship, Business Development, Analysis, Organizational..., Small Business, Coaching, Strategic Planning, Project Planning, Consulting, Public Speaking, Business Planning, Leadership Development, Business Coaching, Higher Education, Executive Management, Accounting, Integrated Marketing, Time Management, Leadership, Teaching, Microsoft Office
Education
Grand Canyon University 2010 — 2011
Masters- MBA, Business- Leadership
Western Washington University 1973 — 1975
Wenatchee Valley College 1972 — 1973
Associate in Arts, Business, Business
LCC International University August 2009 - Present
Key Methods, LLC 2006 - Present
North Cascades National Bank December 1985 - Present
McQuaig and Welk, PLLC April 1977 - Present
Ernst & Whinney June 1975 - December 1976
Skills
Training, Finance, Management, Entrepreneurship, Business Development, Analysis, Organizational..., Small Business, Coaching, Strategic Planning, Project Planning, Consulting, Public Speaking, Business Planning, Leadership Development, Business Coaching, Higher Education, Executive Management, Accounting, Integrated Marketing, Time Management, Leadership, Teaching, Microsoft Office
Education
Grand Canyon University 2010 — 2011
Masters- MBA, Business- Leadership
Western Washington University 1973 — 1975
Wenatchee Valley College 1972 — 1973
Associate in Arts, Business, Business
Janice Bennett Janice Bennett's Ernst & Whinney Experience September 1986 - March 1990
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
Ed Pershing Ed Pershing's Ernst & Whinney Experience 1974 - 1983
Job President at Pershing Yoakley & Associates
Industry Accounting
Experience
Pershing Yoakley & Associates 1983 - Present
Ernst & Whinney 1974 - 1983
Skills
Financial Reporting, CPA, Contract Negotiation, Team Building, Business Valuation, Accounting, Medicaid, Tax, Healthcare Consulting, Strategic Planning, Healthcare Management, Public Relations, Hospitals, Healthcare Industry, Public Speaking, HIPAA, Auditing, Revenue Cycle, Marketing, EHR, Healthcare Information..., Healthcare, Microsoft Office, Management Consulting, Medicare, Managed Care, Leadership, Physician Relations, Customer Service, Income Tax, Budgets, Financial Analysis, Physicians, Tax Preparation, Project Management, Mergers & Acquisitions, Revenue Cycle Management, GAAP, Practice Management, Process Improvement, Certified Fraud Examiner, QuickBooks, Internal Controls, Financial Accounting
Education
University of Tennessee-Knoxville - College of Business Administration 1970 — 1974
BS, Accounting
Pershing Yoakley & Associates 1983 - Present
Ernst & Whinney 1974 - 1983
Skills
Financial Reporting, CPA, Contract Negotiation, Team Building, Business Valuation, Accounting, Medicaid, Tax, Healthcare Consulting, Strategic Planning, Healthcare Management, Public Relations, Hospitals, Healthcare Industry, Public Speaking, HIPAA, Auditing, Revenue Cycle, Marketing, EHR, Healthcare Information..., Healthcare, Microsoft Office, Management Consulting, Medicare, Managed Care, Leadership, Physician Relations, Customer Service, Income Tax, Budgets, Financial Analysis, Physicians, Tax Preparation, Project Management, Mergers & Acquisitions, Revenue Cycle Management, GAAP, Practice Management, Process Improvement, Certified Fraud Examiner, QuickBooks, Internal Controls, Financial Accounting
Education
University of Tennessee-Knoxville - College of Business Administration 1970 — 1974
BS, Accounting
Vicki Adler Vicki Adler's Ernst & Whinney Experience 1983 - 1986
Job Hands on Finance Professional
Industry Publishing
Experience
1215 Park LP 2012 - Present
Nature Publishing Group 2010 - 2012
Reader's Digest 2006 - 2009
Hearst Magazines 2004 - 2005
American Express Publishing 1997 - 2003
Sony BMG 1994 - 1996
Simon and Schuster 1991 - 1994
Sony Pictures Entertainment 1988 - 1991
Avon Cosmetics 1986 - 1988
Ernst & Whinney 1983 - 1986
Skills
Publishing, Digital Media, Strategic Planning, Budgets, Forecasting, Financial Analysis, Magazines, Managerial Finance, Financial Reporting, Online Advertising, Analytics, Books, Financial Modeling, Financial Variance..., Corporate Finance, Financial Accounting, Higher Education, Analysis, Strategy, Finance, Business Planning, Leadership, Strategic Financial..., Business Analysis, Management, Accounting, Budgeting, P&L Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
MBA
Georgetown University - The McDonough School of Business
BS
1215 Park LP 2012 - Present
Nature Publishing Group 2010 - 2012
Reader's Digest 2006 - 2009
Hearst Magazines 2004 - 2005
American Express Publishing 1997 - 2003
Sony BMG 1994 - 1996
Simon and Schuster 1991 - 1994
Sony Pictures Entertainment 1988 - 1991
Avon Cosmetics 1986 - 1988
Ernst & Whinney 1983 - 1986
Skills
Publishing, Digital Media, Strategic Planning, Budgets, Forecasting, Financial Analysis, Magazines, Managerial Finance, Financial Reporting, Online Advertising, Analytics, Books, Financial Modeling, Financial Variance..., Corporate Finance, Financial Accounting, Higher Education, Analysis, Strategy, Finance, Business Planning, Leadership, Strategic Financial..., Business Analysis, Management, Accounting, Budgeting, P&L Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
MBA
Georgetown University - The McDonough School of Business
BS
Chris Cutrer, CPA's Ernst & Whinney Experience 1989 - 1989
Job Corporate Controller
Industry Utilities
Experience
Just Energy - Hudson Energy Services Division June 2013 - Present
Just Energy - Fulcrum Retail Holdings Division May 2010 - June 2013
Creekside Industries August 2006 - May 2010
Schlumberger 2000 - 2006
Crown Central Petroleum Corporation 1993 - 2000
Stoulig & Buckley 1989 - 1993
Ernst & Whinney 1989 - 1989
Skills
Accounting, Internal Controls, Sarbanes-Oxley, Consolidation, Cash Management, Financial Reporting, Auditing, Variance Analysis, Financial Modeling, Great Plains Software, CPA, Microsoft Access, Microsoft Excel, Microsoft Dynamics, Analytics, Manufacturing, Financial Statements, Communication, Forecasting, Cost Accounting, Microsoft Dynamics ERP, Sarbanes-Oxley Act, Microsoft SQL Server, Treasury Management, Dashboard, microsoft dynamics gp, Microsoft Dynamics NAV
Education
Louisiana State University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Just Energy - Hudson Energy Services Division June 2013 - Present
Just Energy - Fulcrum Retail Holdings Division May 2010 - June 2013
Creekside Industries August 2006 - May 2010
Schlumberger 2000 - 2006
Crown Central Petroleum Corporation 1993 - 2000
Stoulig & Buckley 1989 - 1993
Ernst & Whinney 1989 - 1989
Skills
Accounting, Internal Controls, Sarbanes-Oxley, Consolidation, Cash Management, Financial Reporting, Auditing, Variance Analysis, Financial Modeling, Great Plains Software, CPA, Microsoft Access, Microsoft Excel, Microsoft Dynamics, Analytics, Manufacturing, Financial Statements, Communication, Forecasting, Cost Accounting, Microsoft Dynamics ERP, Sarbanes-Oxley Act, Microsoft SQL Server, Treasury Management, Dashboard, microsoft dynamics gp, Microsoft Dynamics NAV
Education
Louisiana State University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Mark Trivette's Ernst & Whinney Experience 1983 - 1988
Job Vice President Global Tax
Industry Oil & Energy
Experience
Brand Energy & Infrastructure Services March 2014 - Present
Ernst & Young February 2007 - February 2014
Grant Thornton LLP 2003 - 2007
Ernst & Young 1994 - 2003
Danaher 1988 - 1994
Ernst & Whinney 1983 - 1988
Skills
Mergers & Acquisitions,..., Tax, Income Tax, International Tax, Tax Returns, Tax Law, US Tax, Financial Accounting, Corporate Tax, Due Diligence, Accounting, Mergers, CPA, Tax Accounting, SEC Filings, Private Equity, GAAP, Sarbanes-Oxley Act, Tax Research, Tax Advisory, Big 4
Education
The George Washington University 1990 — 1994
Doctor of Law (JD), Tax Law/Taxation
Georgetown University 1985 — 1988
Master of Science (MS), Taxation
Appalachian State University 1977 — 1983
BSBA, Accounting
Brand Energy & Infrastructure Services March 2014 - Present
Ernst & Young February 2007 - February 2014
Grant Thornton LLP 2003 - 2007
Ernst & Young 1994 - 2003
Danaher 1988 - 1994
Ernst & Whinney 1983 - 1988
Skills
Mergers & Acquisitions,..., Tax, Income Tax, International Tax, Tax Returns, Tax Law, US Tax, Financial Accounting, Corporate Tax, Due Diligence, Accounting, Mergers, CPA, Tax Accounting, SEC Filings, Private Equity, GAAP, Sarbanes-Oxley Act, Tax Research, Tax Advisory, Big 4
Education
The George Washington University 1990 — 1994
Doctor of Law (JD), Tax Law/Taxation
Georgetown University 1985 — 1988
Master of Science (MS), Taxation
Appalachian State University 1977 — 1983
BSBA, Accounting
John A. Brescia, Jr. CPA, MBA, ChFC John A. Brescia, Jr. CPA, MBA, ChFC's Ernst & Whinney Experience March 1987 - March 1989
Job Owner and President of Capital Strategies, Inc. and LPL Financial Consultant
Industry Financial Services
Experience
Capital Strategies, Inc. 1992 - Present
LPL Financial 2011 - Present
Salomon Brothers March 1989 - March 1992
Ernst & Whinney March 1987 - March 1989
Goldman Sachs March 1984 - March 1987
Price Waterhouse June 1981 - March 1984
Skills
Retirement Planning, Securities, Estate Planning, Investment Advisory, Portfolio Management, Finance, Asset Allocation, Financial Advisory, Insurance, Fixed Annuities, IRAs, FINRA, Risk Management, Employee Benefits, Investment Banking, Disability Insurance, Investments, Retirement, Mergers, Series 7 held through...
Education
Iona College - Hagen Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Iona College 1977 — 1981
BBA, Accounting
Capital Strategies, Inc. 1992 - Present
LPL Financial 2011 - Present
Salomon Brothers March 1989 - March 1992
Ernst & Whinney March 1987 - March 1989
Goldman Sachs March 1984 - March 1987
Price Waterhouse June 1981 - March 1984
Skills
Retirement Planning, Securities, Estate Planning, Investment Advisory, Portfolio Management, Finance, Asset Allocation, Financial Advisory, Insurance, Fixed Annuities, IRAs, FINRA, Risk Management, Employee Benefits, Investment Banking, Disability Insurance, Investments, Retirement, Mergers, Series 7 held through...
Education
Iona College - Hagen Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Iona College 1977 — 1981
BBA, Accounting
Gary Ellinger's Ernst & Whinney Experience 1988 - 1989
Job Manager at Adamson LLC
Industry Accounting
Experience
Adamson LLC 2011 - Present
Brady Ware 1994 - 2011
Solvay Industrial Films 1992 - 1994
Darlene L. Kittredge, CPA 1989 - 1992
Ernst & Whinney 1988 - 1989
Deloitte Haskins + Sells 1985 - 1988
Michael Reese Hospital 1983 - 1985
Skills
Accounting, CPA, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Tax, Strategic Financial..., General Ledger, SEC filings, Due Diligence, Budgets, Accounts Receivable, GAAP, Accounts Payable, SaaS, Outsourcing, Financial Accounting, QuickBooks, Cash Flow
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Adamson LLC 2011 - Present
Brady Ware 1994 - 2011
Solvay Industrial Films 1992 - 1994
Darlene L. Kittredge, CPA 1989 - 1992
Ernst & Whinney 1988 - 1989
Deloitte Haskins + Sells 1985 - 1988
Michael Reese Hospital 1983 - 1985
Skills
Accounting, CPA, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Tax, Strategic Financial..., General Ledger, SEC filings, Due Diligence, Budgets, Accounts Receivable, GAAP, Accounts Payable, SaaS, Outsourcing, Financial Accounting, QuickBooks, Cash Flow
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Christine Rizzo Corrigan's Ernst & Whinney Experience August 1983 - February 1987
Job Marketing Manager at Hedrick Brothers Construction
Industry Construction
Experience
Hedrick Brothers Construction November 2000 - Present
Alamo Rent A Car / DKBERT May 1993 - July 1995
Catholic Charities, Baltimore March 1990 - March 1992
WR Grace August 1988 - November 1989
Ernst & Whinney August 1983 - February 1987
Joseph E. Seagram & Sons June 1979 - July 1983
Skills
Contract Negotiation, New Business Development, Strategic Planning, Team Building, Budgets, Marketing Strategy, Marketing, Advertising, Marketing Management, Marketing Communications, Social Media Marketing, Event Planning, Trade Shows, Public Relations, Lead Generation, Direct Marketing, Online Marketing, Brand Development, CRM, Social Media, Media Relations, Sales Presentations, Construction, Business Development, Integrated Marketing, Event Management, Business Planning, Media Planning, Newsletters
Education
Fordham University
Business Administration
Grace Institute
Business Administration
St. Barnabas HS
Hedrick Brothers Construction November 2000 - Present
Alamo Rent A Car / DKBERT May 1993 - July 1995
Catholic Charities, Baltimore March 1990 - March 1992
WR Grace August 1988 - November 1989
Ernst & Whinney August 1983 - February 1987
Joseph E. Seagram & Sons June 1979 - July 1983
Skills
Contract Negotiation, New Business Development, Strategic Planning, Team Building, Budgets, Marketing Strategy, Marketing, Advertising, Marketing Management, Marketing Communications, Social Media Marketing, Event Planning, Trade Shows, Public Relations, Lead Generation, Direct Marketing, Online Marketing, Brand Development, CRM, Social Media, Media Relations, Sales Presentations, Construction, Business Development, Integrated Marketing, Event Management, Business Planning, Media Planning, Newsletters
Education
Fordham University
Business Administration
Grace Institute
Business Administration
St. Barnabas HS
Jim Angell Jim Angell's Ernst & Whinney Experience June 1986 - March 1989
Job Shareholder/CPA at Vander Ploeg, Bergakker & Associates PC
Industry Accounting
Experience
Vander Ploeg, Bergakker & Associates August 2002 - Present
Old Kent Financial Corporation April 1994 - June 2002
Deloitte & Touche December 1991 - April 1994
Donnelly Corporation March 1989 - December 1991
Ernst & Whinney June 1986 - March 1989
Skills
Accounting, Taxation, Small Business..., Tax, Corporate Tax, Auditing, Small Business, CPA
Education
Grand Valley State University 1988 — 1993
Masters Business Administration, Business
University of Michigan 1983 — 1986
BBA, Accounting
Vander Ploeg, Bergakker & Associates August 2002 - Present
Old Kent Financial Corporation April 1994 - June 2002
Deloitte & Touche December 1991 - April 1994
Donnelly Corporation March 1989 - December 1991
Ernst & Whinney June 1986 - March 1989
Skills
Accounting, Taxation, Small Business..., Tax, Corporate Tax, Auditing, Small Business, CPA
Education
Grand Valley State University 1988 — 1993
Masters Business Administration, Business
University of Michigan 1983 — 1986
BBA, Accounting
Brian Skidmore Brian Skidmore's Ernst & Whinney Experience 1984 - 1987
Job Vice President at Skidmore & Associates Co., L.P.A.
Industry Law Practice
Experience
Skidmore & Associates Co., L.P.A. 1987 - Present
Ernst & Whinney 1984 - 1987
Skills
Tax, Corporate Tax, Family Law, Litigation, Criminal Law, Corporate Law, Business Litigation, Civil Litigation, Legal Assistance, Marketing Strategy, Financial Reporting, Coaching, Bankruptcy, Strategic Planning, Tax Accounting, Westlaw
Education
Wake Forest University School of Law 1981 — 1984
JD, Law
Haslam College of Business at the University of Tennessee 1979 — 1981
MAcc, Accounting
University of Mount Union 1975 — 1979
B.A., Accounting
Skidmore & Associates Co., L.P.A. 1987 - Present
Ernst & Whinney 1984 - 1987
Skills
Tax, Corporate Tax, Family Law, Litigation, Criminal Law, Corporate Law, Business Litigation, Civil Litigation, Legal Assistance, Marketing Strategy, Financial Reporting, Coaching, Bankruptcy, Strategic Planning, Tax Accounting, Westlaw
Education
Wake Forest University School of Law 1981 — 1984
JD, Law
Haslam College of Business at the University of Tennessee 1979 — 1981
MAcc, Accounting
University of Mount Union 1975 — 1979
B.A., Accounting
Jeff Nicolet Jeff Nicolet's Ernst & Whinney Experience June 1979 - November 1985
Job Manager IT Governance at Cintas
Industry Business Supplies and Equipment
Experience
Cintas March 2002 - Present
Kforce Inc. June 1997 - December 2000
Jones Day 1998 - 1999
American Greetings July 1989 - June 1997
Rockwell Automation November 1985 - October 1987
Ernst & Whinney June 1979 - November 1985
Education
Kent State University 1974 — 1978
BBA, MIS CS
Cintas March 2002 - Present
Kforce Inc. June 1997 - December 2000
Jones Day 1998 - 1999
American Greetings July 1989 - June 1997
Rockwell Automation November 1985 - October 1987
Ernst & Whinney June 1979 - November 1985
Education
Kent State University 1974 — 1978
BBA, MIS CS
Daniel Elder Daniel Elder's Ernst & Whinney Experience June 1981 - July 1982
Job CPA at Elder & Associates PC
Industry Accounting
Experience
Elder & Associates PC February 1988 - Present
General Dynamics February 1985 - February 1991
Shelton & Von Cloedt July 1982 - February 1985
Ernst & Whinney June 1981 - July 1982
Skills
Accounting, QuickBooks, Auditing, Financial Statements, Tax Preparation, Microsoft Word, Customer Service, Financial Reporting, Invoicing, Microsoft Office, Financial Modeling, Payroll Taxes, Business Planning, Corporate Tax, Budgets, CPA, Tax Returns, Microsoft Excel, Tax, Outlook, Corporate Finance, Forecasting, Finance, Tax Advisory, Financial Accounting, Financial Analysis, Strategy, Process Improvement, Internal Controls, International Tax
Education
Fontbonne University 1989 — 1991
Tax
University of Missouri-Saint Louis 1979 — 1981
BSBA, Accounting
Missouri State University 1972 — 1974
Business, Biology
McCluer HS
Elder & Associates PC February 1988 - Present
General Dynamics February 1985 - February 1991
Shelton & Von Cloedt July 1982 - February 1985
Ernst & Whinney June 1981 - July 1982
Skills
Accounting, QuickBooks, Auditing, Financial Statements, Tax Preparation, Microsoft Word, Customer Service, Financial Reporting, Invoicing, Microsoft Office, Financial Modeling, Payroll Taxes, Business Planning, Corporate Tax, Budgets, CPA, Tax Returns, Microsoft Excel, Tax, Outlook, Corporate Finance, Forecasting, Finance, Tax Advisory, Financial Accounting, Financial Analysis, Strategy, Process Improvement, Internal Controls, International Tax
Education
Fontbonne University 1989 — 1991
Tax
University of Missouri-Saint Louis 1979 — 1981
BSBA, Accounting
Missouri State University 1972 — 1974
Business, Biology
McCluer HS
Paul Agee's Ernst & Whinney Experience May 1972 - January 1974
Job Healthcare and Healthcare IT executive
Industry Hospital & Health Care
Experience
Agee & Associates August 1998 - Present
Healthcare Management Systems January 2004 - August 2009
HCA Physician Services September 1997 - December 2004
Community Health Systems May 1995 - September 1996
First Hospital Corporation August 1989 - May 1995
Biotherapeutics Inc. 1985 - 1989
American Medical Centers January 1980 - July 1985
Hospital Affiliates 1974 - 1980
Ernst & Whinney May 1972 - January 1974
Skills
Private Placements, IPO, Team Building, Financial Reporting, Budgeting, Accounting, Debt, Financial Analysis, Strategic Planning, Internal Controls, Private Equity, P&L, Variance Analysis, Mentoring, Cash Management, Leadership Development, Negotiation, Change Management, Budgets, Contract Negotiation, Healthcare, Management, Mergers & Acquisitions, Mergers, Revenue Cycle Management, Strategy, Training, Income Statement, Capital Budgeting, Hospitals, Corporate Finance, Auditing, Start-ups, Software Documentation, Revenue Cycle, Healthcare Consulting, Risk Management, Managerial Finance, Executive Management, Management Consulting, Healthcare Information..., Leadership, Finance, HIPAA, Process Improvement, Sarbanes-Oxley, Healthcare Management, EHR, EMR, Medicaid
Education
David Lipscomb University 1968 — 1972
BS, Accounting
Agee & Associates August 1998 - Present
Healthcare Management Systems January 2004 - August 2009
HCA Physician Services September 1997 - December 2004
Community Health Systems May 1995 - September 1996
First Hospital Corporation August 1989 - May 1995
Biotherapeutics Inc. 1985 - 1989
American Medical Centers January 1980 - July 1985
Hospital Affiliates 1974 - 1980
Ernst & Whinney May 1972 - January 1974
Skills
Private Placements, IPO, Team Building, Financial Reporting, Budgeting, Accounting, Debt, Financial Analysis, Strategic Planning, Internal Controls, Private Equity, P&L, Variance Analysis, Mentoring, Cash Management, Leadership Development, Negotiation, Change Management, Budgets, Contract Negotiation, Healthcare, Management, Mergers & Acquisitions, Mergers, Revenue Cycle Management, Strategy, Training, Income Statement, Capital Budgeting, Hospitals, Corporate Finance, Auditing, Start-ups, Software Documentation, Revenue Cycle, Healthcare Consulting, Risk Management, Managerial Finance, Executive Management, Management Consulting, Healthcare Information..., Leadership, Finance, HIPAA, Process Improvement, Sarbanes-Oxley, Healthcare Management, EHR, EMR, Medicaid
Education
David Lipscomb University 1968 — 1972
BS, Accounting
Doug Wiescinski-CSP Doug Wiescinski-CSP's Ernst & Whinney Experience October 1980 - November 1984
Job Technology Consulting | IT Contracts | IT Governance | Outsourcing |
Industry Information Technology and Services
Experience
Plante & Moran December 1984 - Present
Ernst & Whinney October 1980 - November 1984
Genesee Bank 1980 - 1984
Skills
Business Planning, Integration, Sarbanes-Oxley Act, Business Process, Disaster Recovery, Requirements Analysis, Information Technology, Management Consulting, IT Audit, SAS70, Process Improvement, Management, Information Security, Consulting, Leadership, IT Strategy, Internal Controls, Business Analysis, Business Process..., SharePoint, Change Management
Education
Ferris State University 1972 — 1976
BS, Management Information Systems
Plante & Moran December 1984 - Present
Ernst & Whinney October 1980 - November 1984
Genesee Bank 1980 - 1984
Skills
Business Planning, Integration, Sarbanes-Oxley Act, Business Process, Disaster Recovery, Requirements Analysis, Information Technology, Management Consulting, IT Audit, SAS70, Process Improvement, Management, Information Security, Consulting, Leadership, IT Strategy, Internal Controls, Business Analysis, Business Process..., SharePoint, Change Management
Education
Ferris State University 1972 — 1976
BS, Management Information Systems
Lorraine Z Leahy, CTC Lorraine Z Leahy, CTC's Ernst & Whinney Experience 1983 - 1985
Job Principal at Leahy Leadership, LLC
Industry Professional Training & Coaching
Experience
Leahy Leadership, LLC 2011 - Present
Genworth Financial - Mortgage Insurance 2005 - 2010
GE Capital 2003 - 2005
GE Capital 2000 - 2003
GE Capital 1999 - 2001
GE Capital 1997 - 1999
Solvay BankCorp 1985 - 1993
Ernst & Whinney 1983 - 1985
Skills
Executive Coaching, 360 Feedback, Operational Excellence, Customer Service, Six Sigma, MBTI, Team Leadership, Training & Development, Change Leadership, Executive Management, Change Management, Strategy, Leadership, Employee Training, Leadership Development, Talent Management, Organizational..., Risk Management, Portfolio Management, Coaching, Program Management, Management, Process Improvement
Education
University of Virginia Darden School of Business 2005 — 2005
TEP, Business
University of Delaware 1989 — 1991
Banking, ABA Stonier Graduate School of Banking
Le Moyne College 1980 — 1983
BS, Accounting
Leahy Leadership, LLC 2011 - Present
Genworth Financial - Mortgage Insurance 2005 - 2010
GE Capital 2003 - 2005
GE Capital 2000 - 2003
GE Capital 1999 - 2001
GE Capital 1997 - 1999
Solvay BankCorp 1985 - 1993
Ernst & Whinney 1983 - 1985
Skills
Executive Coaching, 360 Feedback, Operational Excellence, Customer Service, Six Sigma, MBTI, Team Leadership, Training & Development, Change Leadership, Executive Management, Change Management, Strategy, Leadership, Employee Training, Leadership Development, Talent Management, Organizational..., Risk Management, Portfolio Management, Coaching, Program Management, Management, Process Improvement
Education
University of Virginia Darden School of Business 2005 — 2005
TEP, Business
University of Delaware 1989 — 1991
Banking, ABA Stonier Graduate School of Banking
Le Moyne College 1980 — 1983
BS, Accounting
Cal Christian Cal Christian's Ernst & Whinney Experience June 1986 - July 1988
Job Professor at East Carolina University
Industry Accounting
Experience
East Carolina University August 2015 - Present
East Carolina University August 2015 - Present
North Carolina Association of CPAs (NCACPA) January 2007 - Present
East Carolina University August 2007 - August 2015
East Carolina University August 2000 - August 2007
Holcomb Dunbar November 1989 - July 1995
LDDS Worldcomm August 1988 - November 1989
Ernst & Whinney June 1986 - July 1988
Ernst & Whinney June 1984 - June 1986
Education
Florida State University 1995 — 2000
Doctor of Philosophy (PhD), Accounting
University of Mississippi 1980 — 1984
BAccy, Accounting
East Carolina University August 2015 - Present
East Carolina University August 2015 - Present
North Carolina Association of CPAs (NCACPA) January 2007 - Present
East Carolina University August 2007 - August 2015
East Carolina University August 2000 - August 2007
Holcomb Dunbar November 1989 - July 1995
LDDS Worldcomm August 1988 - November 1989
Ernst & Whinney June 1986 - July 1988
Ernst & Whinney June 1984 - June 1986
Education
Florida State University 1995 — 2000
Doctor of Philosophy (PhD), Accounting
University of Mississippi 1980 — 1984
BAccy, Accounting
Paul Balsamo Paul Balsamo's Ernst & Whinney Experience 1972 - 1980
Job at Balsamo, Stewart, Lutters & Ruth, P.A.
Industry
Experience
Balsamo, Stewart, Lutters & Ruth, P.A. January 2008 - Present
COUGHLIN & MANN CHARTERED 1985 - 2003
Crown Central Petroleum Corporation 1980 - 1985
Ernst & Young 1972 - 1980
Ernst & Whinney 1972 - 1980
Skills
Payroll, Accounting, Financial Reporting, Financial Analysis, General Ledger, Tax, Budgets, Mergers & Acquisitions, Small Business, Strategic Financial..., Internal Controls, Managerial Finance, CPA, Financial Accounting, GAAP, Tax Preparation, Tax Returns, Corporate Tax, Finance, Tax Accounting, QuickBooks, Income Tax, Financial Planning
Education
Loyola College in Maryland 1968 — 1972
Bachelor of Arts (B.A.), ACCOUNTING
Balsamo, Stewart, Lutters & Ruth, P.A. January 2008 - Present
COUGHLIN & MANN CHARTERED 1985 - 2003
Crown Central Petroleum Corporation 1980 - 1985
Ernst & Young 1972 - 1980
Ernst & Whinney 1972 - 1980
Skills
Payroll, Accounting, Financial Reporting, Financial Analysis, General Ledger, Tax, Budgets, Mergers & Acquisitions, Small Business, Strategic Financial..., Internal Controls, Managerial Finance, CPA, Financial Accounting, GAAP, Tax Preparation, Tax Returns, Corporate Tax, Finance, Tax Accounting, QuickBooks, Income Tax, Financial Planning
Education
Loyola College in Maryland 1968 — 1972
Bachelor of Arts (B.A.), ACCOUNTING
John S. Battaglia, Jr., CPA John S. Battaglia, Jr., CPA's Ernst & Whinney Experience 1982 - 1989
Job President and CEO, Aris Corporation of America
Industry Investment Management
Experience
Aris Corporation of America March 1999 - Present
PNC Bank 1989 - 1999
Ernst & Whinney 1982 - 1989
Skills
Retirement, Portfolio Management, Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, 401k, Mutual Funds, Financial Planners, Series 7, Financial Services, Mergers & Acquisitions
Education
Duquesne University 1991 — 1995
MBA
West Virginia University 1978 — 1982
BS/BA, Accounting
Aris Corporation of America March 1999 - Present
PNC Bank 1989 - 1999
Ernst & Whinney 1982 - 1989
Skills
Retirement, Portfolio Management, Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, 401k, Mutual Funds, Financial Planners, Series 7, Financial Services, Mergers & Acquisitions
Education
Duquesne University 1991 — 1995
MBA
West Virginia University 1978 — 1982
BS/BA, Accounting
John McGraw John McGraw's Ernst & Whinney Experience 1977 - 1979
Job CPA Experienced Financial Manager
Industry Building Materials
Experience
Lafarge North America March 2002 - October 2012
Hanson Aggregates / Pioneer Mid-Atlantic 1990 - 2001
Terra Enterprises, Inc. 1988 - 1990
The Schneider Group of Companies 1981 - 1988
Main Hurdman & Cranstoun 1979 - 1981
Ernst & Whinney 1977 - 1979
Skills
Financial Reporting, Accounting, Tax administration, HR / Payroll..., Cash Management, Credit & Collections, Risk Management, Mergers & Acquisitions, Divestitures, Budgeting & Forecasting, Business Process..., Business Management
Education
Gannon University 1973 — 1977
Bachelor of Science, Accounting
Lafarge North America March 2002 - October 2012
Hanson Aggregates / Pioneer Mid-Atlantic 1990 - 2001
Terra Enterprises, Inc. 1988 - 1990
The Schneider Group of Companies 1981 - 1988
Main Hurdman & Cranstoun 1979 - 1981
Ernst & Whinney 1977 - 1979
Skills
Financial Reporting, Accounting, Tax administration, HR / Payroll..., Cash Management, Credit & Collections, Risk Management, Mergers & Acquisitions, Divestitures, Budgeting & Forecasting, Business Process..., Business Management
Education
Gannon University 1973 — 1977
Bachelor of Science, Accounting
John Rangel John Rangel's Ernst & Whinney Experience 1978 - 1982
Job Seasoned financial and operational leader
Industry Sporting Goods
Experience
Fuerst group inc June 2015 - Present
Brooks Sports, Inc. April 2013 - June 2015
Tria Beauty Inc September 2011 - March 2013
Specialized Bicycle Components October 2007 - September 2011
K2 Inc August 2004 - October 2007
K2 Inc. November 2002 - August 2004
K2 Inc August 1983 - October 2002
Ernst & Whinney 1978 - 1982
Skills
Mergers, Due Diligence, Strategic Planning, Restructuring, Negotiation, Leadership, Forecasting, Financial Analysis, Financial Modeling, Banking, Budgets, Capital Markets, Business Strategy, Financial Reporting, Corporate Finance, Accounting, Business Planning, Cross-functional Team..., Mergers & Acquisitions, Management, Finance, Process Improvement, Strategy, Sales, Retail, Managerial Finance, Start-ups, Pricing, Competitive Analysis, Executive Management, Sarbanes-Oxley Act, Acquisitions, Strategic Financial..., International Business, Private Equity, Cash Management, Venture Capital, Financial Planning
Education
University of Southern California 1978 — 1979
MBA, Accounting
Loyola Marymount University 1975 — 1977
BBA, Finance and Economics
Fuerst group inc June 2015 - Present
Brooks Sports, Inc. April 2013 - June 2015
Tria Beauty Inc September 2011 - March 2013
Specialized Bicycle Components October 2007 - September 2011
K2 Inc August 2004 - October 2007
K2 Inc. November 2002 - August 2004
K2 Inc August 1983 - October 2002
Ernst & Whinney 1978 - 1982
Skills
Mergers, Due Diligence, Strategic Planning, Restructuring, Negotiation, Leadership, Forecasting, Financial Analysis, Financial Modeling, Banking, Budgets, Capital Markets, Business Strategy, Financial Reporting, Corporate Finance, Accounting, Business Planning, Cross-functional Team..., Mergers & Acquisitions, Management, Finance, Process Improvement, Strategy, Sales, Retail, Managerial Finance, Start-ups, Pricing, Competitive Analysis, Executive Management, Sarbanes-Oxley Act, Acquisitions, Strategic Financial..., International Business, Private Equity, Cash Management, Venture Capital, Financial Planning
Education
University of Southern California 1978 — 1979
MBA, Accounting
Loyola Marymount University 1975 — 1977
BBA, Finance and Economics
Chris Golden Chris Golden's Ernst & Whinney Experience January 1985 - April 1988
Job Director at ITM Associates Europe, Ltd.
Industry International Trade and Development
Experience
Keystone Business Group, LLC May 1987 - Present
ITM Associates, Inc. October 2012 - Present
ITM Associates Europe, Ltd. March 2015 - Present
Ernst & Whinney January 1985 - April 1988
Skills
Business Strategy, Mergers, Strategic Planning, Start-ups, Due Diligence, New Business Development, Program Management, Strategy, Management Consulting, Business Planning, Negotiation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Business Development, Corporate Development, Contract Negotiation, Project Management
Education
Hofstra University 1981 — 1985
BBA, Accounting
Keystone Business Group, LLC May 1987 - Present
ITM Associates, Inc. October 2012 - Present
ITM Associates Europe, Ltd. March 2015 - Present
Ernst & Whinney January 1985 - April 1988
Skills
Business Strategy, Mergers, Strategic Planning, Start-ups, Due Diligence, New Business Development, Program Management, Strategy, Management Consulting, Business Planning, Negotiation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Business Development, Corporate Development, Contract Negotiation, Project Management
Education
Hofstra University 1981 — 1985
BBA, Accounting
Cindy Marchant, CRS, e-PRO's Ernst & Whinney Experience 1982 - 1985
Job REALTOR at Keller Williams Indianapolis Metro NE
Industry Real Estate
Experience
Keller Williams Realty 2001 - Present
St. Vincent Hospital June 1990 - June 2004
St Vincent 1990 - 2004
Ernst & Whinney 1982 - 1985
Skills
First Time Buyers, Relocations, New Construction Homes, Residential Resale, Single Family Homes, Buyer Representation, Sellers Agent, Waterfront Property..., Real Estate Transactions, Relocation, Sellers, First Time Home Buyers, Residential Homes, New Home Sales, Selling, Sales, Construction, Move Up Buyers, Real Estate, Buyers, Waterfront, Foreclosures, Condos, Negotiation, Listings, Investors, Short Sales, e-PRO, Investment Properties, Referrals, Real Property, REO, HUD, New Homes, ABR, SFR, Income Properties, Relocation Buyers, Resellers, Vacation Homes, Luxury, Townhomes, Seniors
Education
University of Notre Dame 1978 — 1982
BA, Finance
Indiana University - Kelley School of Business 1990 — 1995
MBA, Accounting/Finance
Keller Williams Realty 2001 - Present
St. Vincent Hospital June 1990 - June 2004
St Vincent 1990 - 2004
Ernst & Whinney 1982 - 1985
Skills
First Time Buyers, Relocations, New Construction Homes, Residential Resale, Single Family Homes, Buyer Representation, Sellers Agent, Waterfront Property..., Real Estate Transactions, Relocation, Sellers, First Time Home Buyers, Residential Homes, New Home Sales, Selling, Sales, Construction, Move Up Buyers, Real Estate, Buyers, Waterfront, Foreclosures, Condos, Negotiation, Listings, Investors, Short Sales, e-PRO, Investment Properties, Referrals, Real Property, REO, HUD, New Homes, ABR, SFR, Income Properties, Relocation Buyers, Resellers, Vacation Homes, Luxury, Townhomes, Seniors
Education
University of Notre Dame 1978 — 1982
BA, Finance
Indiana University - Kelley School of Business 1990 — 1995
MBA, Accounting/Finance
Melissa Dutcher Melissa Dutcher's Ernst & Whinney Experience March 1989 - May 1991
Job Environmental Coordinator
Industry Law Practice
Experience
Vititoe Law Group November 1992 - Present
Ernst & Whinney March 1989 - May 1991
Skills
Data Analysis, Databases, Toxic Tort, Environmental Awareness, Litigation Support, Organizational..., Community Outreach, Client Development, Client Liaison, Client Relations Skills, Civil Litigation, Microsoft Office, Organization, Leadership, Cross-functional Team..., Litigation, Class Actions, Personal Injury, Policy, Fundraising, Social Media, Volunteer Management, Bad Faith, Public Speaking, Nonprofits, Trial Practice, Research, Social Networking, Strategic Planning, Office Management, Legal Writing, Legal Research
Education
University of Southern California 1994 — 1996
General Education - Teaching
Glendale Community College 1992 — 1994
Genderal Studies
Glendale Community College 1992 — 1994
General Studies
Vititoe Law Group November 1992 - Present
Ernst & Whinney March 1989 - May 1991
Skills
Data Analysis, Databases, Toxic Tort, Environmental Awareness, Litigation Support, Organizational..., Community Outreach, Client Development, Client Liaison, Client Relations Skills, Civil Litigation, Microsoft Office, Organization, Leadership, Cross-functional Team..., Litigation, Class Actions, Personal Injury, Policy, Fundraising, Social Media, Volunteer Management, Bad Faith, Public Speaking, Nonprofits, Trial Practice, Research, Social Networking, Strategic Planning, Office Management, Legal Writing, Legal Research
Education
University of Southern California 1994 — 1996
General Education - Teaching
Glendale Community College 1992 — 1994
Genderal Studies
Glendale Community College 1992 — 1994
General Studies
Jeff Fusile's Ernst & Whinney Experience July 1989 - December 1990
Job SVP and CFO Commercial Business
Industry Hospital & Health Care
Experience
Anthem, Inc. July 2011 - Present
PricewaterhouseCoopers October 1998 - July 2011
Navigant Consulting February 1992 - October 1998
Peterson Consulting 1992 - 1998
Paychex, Inc. April 1991 - February 1992
Purchasing Consultants December 1990 - April 1991
Ernst & Whinney July 1989 - December 1990
Skills
Financial Analysis, Healthcare, Business Process..., Management Consulting, Compliance, Strategic Planning, Health Insurance, Performance Improvement, Auditing, Business Analysis, Consulting, Business Strategy, Employee Benefits, Financial Reporting, HIPAA, Healthcare Consulting, Healthcare Industry, Leadership, Management, Mergers, Outsourcing, Process Improvement, Program Management, Budgets, Strategy
Education
Florida State University - College of Business 1984 — 1989
B.S., Accounting and Finance
Anthem, Inc. July 2011 - Present
PricewaterhouseCoopers October 1998 - July 2011
Navigant Consulting February 1992 - October 1998
Peterson Consulting 1992 - 1998
Paychex, Inc. April 1991 - February 1992
Purchasing Consultants December 1990 - April 1991
Ernst & Whinney July 1989 - December 1990
Skills
Financial Analysis, Healthcare, Business Process..., Management Consulting, Compliance, Strategic Planning, Health Insurance, Performance Improvement, Auditing, Business Analysis, Consulting, Business Strategy, Employee Benefits, Financial Reporting, HIPAA, Healthcare Consulting, Healthcare Industry, Leadership, Management, Mergers, Outsourcing, Process Improvement, Program Management, Budgets, Strategy
Education
Florida State University - College of Business 1984 — 1989
B.S., Accounting and Finance
Dave Craigmile Dave Craigmile's Ernst & Whinney Experience 1986 - 1988
Job Chief Technology Officer at Revenova, LLC
Industry Computer Software
Experience
Revenova, LLC September 2014 - Present
Forseva, LLC (Acquired by Equifax in 2014) March 2009 - July 2014
Various Clients 2006 - March 2009
CaseKnowledge, Inc. 2003 - 2006
Shoptalk Networks 1998 - 2003
Software Symphony, Inc. 1995 - 1998
DC Systems 1993 - 1995
Andersen Consulting (Accenture) 1988 - 1993
Ernst & Whinney 1986 - 1988
Motorola 1983 - 1984
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Managerial Economics, Accounting
Massachusetts Institute of Technology 1979 — 1983
BS, Electrical Engineering
Revenova, LLC September 2014 - Present
Forseva, LLC (Acquired by Equifax in 2014) March 2009 - July 2014
Various Clients 2006 - March 2009
CaseKnowledge, Inc. 2003 - 2006
Shoptalk Networks 1998 - 2003
Software Symphony, Inc. 1995 - 1998
DC Systems 1993 - 1995
Andersen Consulting (Accenture) 1988 - 1993
Ernst & Whinney 1986 - 1988
Motorola 1983 - 1984
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Managerial Economics, Accounting
Massachusetts Institute of Technology 1979 — 1983
BS, Electrical Engineering
Ronald Bruttell Ronald Bruttell's Ernst & Whinney Experience January 1978 - January 1981
Job Partner Patron Financial Group
Industry Accounting
Experience
PATRON FINANCIAL GROUP October 2010 - Present
PRESTIGE WINDOW FASHIONS April 2005 - October 2010
PRESTIGE WINDOW FASHIONS April 2005 - October 2010
American Blinds, Wallpaper & More 1996 - 2005
Total Foods Corp January 1988 - January 1992
Sysco Corporation January 1982 - January 1988
Oncor Corporation January 1981 - January 1982
Ernst & Whinney January 1978 - January 1981
Education
Michigan State University 1974 — 1978
BA - Accounting, Accounting
Michigan State UniversityE
BA, Accounting
PATRON FINANCIAL GROUP October 2010 - Present
PRESTIGE WINDOW FASHIONS April 2005 - October 2010
PRESTIGE WINDOW FASHIONS April 2005 - October 2010
American Blinds, Wallpaper & More 1996 - 2005
Total Foods Corp January 1988 - January 1992
Sysco Corporation January 1982 - January 1988
Oncor Corporation January 1981 - January 1982
Ernst & Whinney January 1978 - January 1981
Education
Michigan State University 1974 — 1978
BA - Accounting, Accounting
Michigan State UniversityE
BA, Accounting
Jeff Meyer, MAS's Ernst & Whinney Experience 1977 - 1981
Job Owner, Certified Marketing Consultants, Ltd.
Industry Management Consulting
Experience
Certified Marketing Consultants, Ltd. 1998 - Present
Bemrose Corporation plc 1992 - 1998
Bemrose USA 1985 - 1998
Dot Corporation 1981 - 1985
Ernst & Whinney 1977 - 1981
Skills
Strategic Planning, Mergers, Promotional Products, Business Planning, Business Valuation, Marketing, Direct Mail, Mergers & Acquisitions, Corporate Gifts, Marketing Communications
Education
Manchester University 1973 — 1977
BS, Accounting, Business Management, Psychology
Certified Marketing Consultants, Ltd. 1998 - Present
Bemrose Corporation plc 1992 - 1998
Bemrose USA 1985 - 1998
Dot Corporation 1981 - 1985
Ernst & Whinney 1977 - 1981
Skills
Strategic Planning, Mergers, Promotional Products, Business Planning, Business Valuation, Marketing, Direct Mail, Mergers & Acquisitions, Corporate Gifts, Marketing Communications
Education
Manchester University 1973 — 1977
BS, Accounting, Business Management, Psychology
Drew McElvain Drew McElvain's Ernst & Whinney Experience August 1983 - March 1986
Job VP Finance and Controller, Retail Services at Alliance Data
Industry Financial Services
Experience
Alliance Data August 2012 - Present
Houghton Mifflin Harcourt June 2011 - July 2012
Independent Consulting August 2009 - June 2011
Discover Financial Services January 2000 - August 2009
Discover Financial Services August 1997 - December 1999
Discover Financial Services September 1994 - August 1997
Discover Financial Services October 1990 - August 1994
Discover Financial Services March 1988 - October 1990
Discover Financial Services March 1986 - March 1988
Ernst & Whinney August 1983 - March 1986
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Miami University 1979 — 1983
BS, Accounting
Alliance Data August 2012 - Present
Houghton Mifflin Harcourt June 2011 - July 2012
Independent Consulting August 2009 - June 2011
Discover Financial Services January 2000 - August 2009
Discover Financial Services August 1997 - December 1999
Discover Financial Services September 1994 - August 1997
Discover Financial Services October 1990 - August 1994
Discover Financial Services March 1988 - October 1990
Discover Financial Services March 1986 - March 1988
Ernst & Whinney August 1983 - March 1986
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Miami University 1979 — 1983
BS, Accounting
Dana Ramish's Ernst & Whinney Experience 1976 - 1979
Job Executive Vice President & Chief Operating Officer at Ascentria Care Alliance
Industry Nonprofit Organization Management
Experience
Ascentria Care Alliance June 2013 - Present
Sophia Snow Place 2008 - 2013
MSPCA-Angell 2003 - 2007
CareGroup Healthcare System/Deaconess-Waltham Hospital 1999 - 2002
Forbes Health System 1993 - 1999
Forbes Health System 1985 - 1993
Saint Francis Hospital of Evanston 1981 - 1985
Forbes Health System 1979 - 1981
Ernst & Whinney 1976 - 1979
Skills
Financial Management, Governance, Fundraising, Non-profits, Strategic Planning, Budgeting, Healthcare, Board Development, Budgets, Nonprofits, Strategy, Leadership, Healthcare Management, Program Development, Hospitals, Management, Program Management
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Masters in Management, Program in Health Services Management
Kalamazoo College 1970 — 1974
Bachelor of Arts
Ascentria Care Alliance June 2013 - Present
Sophia Snow Place 2008 - 2013
MSPCA-Angell 2003 - 2007
CareGroup Healthcare System/Deaconess-Waltham Hospital 1999 - 2002
Forbes Health System 1993 - 1999
Forbes Health System 1985 - 1993
Saint Francis Hospital of Evanston 1981 - 1985
Forbes Health System 1979 - 1981
Ernst & Whinney 1976 - 1979
Skills
Financial Management, Governance, Fundraising, Non-profits, Strategic Planning, Budgeting, Healthcare, Board Development, Budgets, Nonprofits, Strategy, Leadership, Healthcare Management, Program Development, Hospitals, Management, Program Management
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Masters in Management, Program in Health Services Management
Kalamazoo College 1970 — 1974
Bachelor of Arts
Jeff Hass Jeff Hass's Ernst & Whinney Experience 1977 - 1986
Job Partner at Farber Hass Hurley LLP
Industry Accounting
Experience
Farber Hass Hurley LLP October 1990 - Present
Deloitte & Touche LLP January 1987 - October 1990
Deloitte Haskins & Sells 1987 - 1990
Ernst & Whinney 1977 - 1986
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Cash Flow, Financial Accounting, Strategic Financial..., Financial Analysis, Forecasting, Budget, Due Diligence, QuickBooks, Mergers & Acquisitions, US GAAP, Financial Modeling, Corporate Tax, Budgets, Accounts Payable, Restructuring, Payroll
Education
Loyola Marymount University 1973 — 1977
Bachelor of Science (BS), Accounting
Farber Hass Hurley LLP October 1990 - Present
Deloitte & Touche LLP January 1987 - October 1990
Deloitte Haskins & Sells 1987 - 1990
Ernst & Whinney 1977 - 1986
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Cash Flow, Financial Accounting, Strategic Financial..., Financial Analysis, Forecasting, Budget, Due Diligence, QuickBooks, Mergers & Acquisitions, US GAAP, Financial Modeling, Corporate Tax, Budgets, Accounts Payable, Restructuring, Payroll
Education
Loyola Marymount University 1973 — 1977
Bachelor of Science (BS), Accounting
Brad Hyatt Brad Hyatt's Ernst & Whinney Experience July 1982 - July 1985
Job Finance Systems Manager at State Auto Insurance
Industry Insurance
Experience
State Auto Insurance January 2013 - Present
State Auto Insurance February 2009 - Present
State Auto Insurance July 2007 - February 2009
State Auto Insurance September 1996 - September 2006
State Auto Insurance April 1992 - September 1996
State Auto Insurance April 1989 - April 1992
Miami University April 1985 - April 1988
Ernst & Whinney July 1982 - July 1985
Skills
Property & Casualty..., Financial Analysis, Team Building, Underwriting, Management, Project Management, Insurance, Budgets, Sales, Process Improvement, Business Analysis, Analysis, Risk Management, Strategic Planning, Business Process..., Vendor Management, PMO, Change Management, General Insurance, Data Analysis, Commercial Insurance, Casualty, Auditing, Internal Audit
Education
Miami University 1978 — 1982
Bachelor of Science (B.S.), Accounting
State Auto Insurance January 2013 - Present
State Auto Insurance February 2009 - Present
State Auto Insurance July 2007 - February 2009
State Auto Insurance September 1996 - September 2006
State Auto Insurance April 1992 - September 1996
State Auto Insurance April 1989 - April 1992
Miami University April 1985 - April 1988
Ernst & Whinney July 1982 - July 1985
Skills
Property & Casualty..., Financial Analysis, Team Building, Underwriting, Management, Project Management, Insurance, Budgets, Sales, Process Improvement, Business Analysis, Analysis, Risk Management, Strategic Planning, Business Process..., Vendor Management, PMO, Change Management, General Insurance, Data Analysis, Commercial Insurance, Casualty, Auditing, Internal Audit
Education
Miami University 1978 — 1982
Bachelor of Science (B.S.), Accounting
Patty Otterson, CIMA® Patty Otterson, CIMA®'s Ernst & Whinney Experience 1980 - 1982
Job Senior Vice President, Investments at Otterson Allison Wealth Management Group of Raymond James
Industry Financial Services
Experience
Otterson Allison Wealth Management Group of Raymond James July 2009 - Present
SunTrust Investment Services June 2004 - July 2009
Prudential Securities August 1987 - June 2004
Dean Witter Reynolds 1982 - 1987
Ernst & Whinney 1980 - 1982
Skills
Investments, Finance, Securities, Tax, Financial Advisory, Mutual Funds, Retirement Planning
Education
Grove City College
Bachelor of Arts (B.A.), Accounting
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Otterson Allison Wealth Management Group of Raymond James July 2009 - Present
SunTrust Investment Services June 2004 - July 2009
Prudential Securities August 1987 - June 2004
Dean Witter Reynolds 1982 - 1987
Ernst & Whinney 1980 - 1982
Skills
Investments, Finance, Securities, Tax, Financial Advisory, Mutual Funds, Retirement Planning
Education
Grove City College
Bachelor of Arts (B.A.), Accounting
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Arthur Serratelli's Ernst & Whinney Experience September 1984 - September 1986
Job Partner at Serratelli Mijal PLLC
Industry Law Practice
Experience
Serratelli Mijal PLLC Immigration Attorneys-at-Law August 2015 - Present
Vandeventer Black LLP September 1993 - July 2015
Tandem Computers 1988 - May 1990
Ernst & Whinney September 1984 - September 1986
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Legal Assistance, Appeals, Employment Law, Naturalization, Work Visas, Change of Immigration..., Consular Processing, Family-Based Green Cards, Employment-Based Green..., Post-Doc Self-Sponsored..., National Interest..., PERM Labor..., Visas, Immigration Law, Arbitration, Civil Litigation, Commercial Litigation, Courts, Due Diligence, Finance, Immigration Issues, Insurance, Mediation, PowerPoint, Public Speaking, Research, Trials
Education
The George Washington University Law School 1990 — 1993
JD (with honors)
The Darden Graduate School of Business Administration, The University of Virgina 1986 — 1988
MBA
Georgetown University 1980 — 1984
BS Business Administration (summa cum laude), Accounting
Manasquan High School 1976 — 1980
Serratelli Mijal PLLC Immigration Attorneys-at-Law August 2015 - Present
Vandeventer Black LLP September 1993 - July 2015
Tandem Computers 1988 - May 1990
Ernst & Whinney September 1984 - September 1986
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Legal Assistance, Appeals, Employment Law, Naturalization, Work Visas, Change of Immigration..., Consular Processing, Family-Based Green Cards, Employment-Based Green..., Post-Doc Self-Sponsored..., National Interest..., PERM Labor..., Visas, Immigration Law, Arbitration, Civil Litigation, Commercial Litigation, Courts, Due Diligence, Finance, Immigration Issues, Insurance, Mediation, PowerPoint, Public Speaking, Research, Trials
Education
The George Washington University Law School 1990 — 1993
JD (with honors)
The Darden Graduate School of Business Administration, The University of Virgina 1986 — 1988
MBA
Georgetown University 1980 — 1984
BS Business Administration (summa cum laude), Accounting
Manasquan High School 1976 — 1980
Beth Sabbagh Beth Sabbagh's Ernst & Whinney Experience 1985 - 1987
Job Partner at David Weise & Associates
Industry Entertainment
Experience
David Weise & Associates, Inc. 2006 - Present
VWC Management, Inc. 1996 - 2006
GLWG 1989 - 1996
Parks, Palmer, Turner & Yemenidjian 1987 - 1989
Ernst & Whinney 1985 - 1987
Skills
Music Licensing, Music, Music Industry, Tax, Record Labels, Music Publishing, Bookkeeping, Tour Accounting, Marketing, Management, Television, Recording, Digital Media, Event Management, Licensing, Accounting, Entertainment Industry, Entertainment, Social Media Marketing, Social Media, Concerts, Festivals, Music Production, Social Networking
Education
Loyola Marymount University 1981 — 1985
BA, English; Accounting
David Weise & Associates, Inc. 2006 - Present
VWC Management, Inc. 1996 - 2006
GLWG 1989 - 1996
Parks, Palmer, Turner & Yemenidjian 1987 - 1989
Ernst & Whinney 1985 - 1987
Skills
Music Licensing, Music, Music Industry, Tax, Record Labels, Music Publishing, Bookkeeping, Tour Accounting, Marketing, Management, Television, Recording, Digital Media, Event Management, Licensing, Accounting, Entertainment Industry, Entertainment, Social Media Marketing, Social Media, Concerts, Festivals, Music Production, Social Networking
Education
Loyola Marymount University 1981 — 1985
BA, English; Accounting
John M. Rizzo, CPA John M. Rizzo, CPA's Ernst & Whinney Experience 1984 - 1987
Job Managing Member
Industry Financial Services
Experience
JMR Financial Advantage, LLC February 2005 - Present
Kaufman Bros., LP 1999 - 2005
Barington Capital Group, LLC 1996 - 1999
Commerzbank Capital Markets Corporation 1991 - 1996
Robb, Peck, McCooey Clearing Corporation 1987 - 1991
Ernst & Whinney 1984 - 1987
Skills
Strategic Financial..., Securities, Capital Markets, Financial Modeling, Financial Reporting, Income Tax, Insurance, Financial Accounting, Alternative Investments, Portfolio Management, Accounting, Finance
Education
Fordham University 1980 — 1984
BS, Accounting
Xaverian High School 1976 — 1980
JMR Financial Advantage, LLC February 2005 - Present
Kaufman Bros., LP 1999 - 2005
Barington Capital Group, LLC 1996 - 1999
Commerzbank Capital Markets Corporation 1991 - 1996
Robb, Peck, McCooey Clearing Corporation 1987 - 1991
Ernst & Whinney 1984 - 1987
Skills
Strategic Financial..., Securities, Capital Markets, Financial Modeling, Financial Reporting, Income Tax, Insurance, Financial Accounting, Alternative Investments, Portfolio Management, Accounting, Finance
Education
Fordham University 1980 — 1984
BS, Accounting
Xaverian High School 1976 — 1980
Tom Bradley's Ernst & Whinney Experience 1980 - 1984
Job Executive Vice President & Chief Financial Officer at Allied World Assurance
Industry Insurance
Experience
Allied World Assurance September 2012 - Present
Dorsey & Whitney LLP August 2011 - September 2012
Fair Isaac March 2009 - April 2011
Zurich Financial Services April 2004 - February 2009
St. Paul Companies 1998 - 2004
USF&G 1993 - 1998
Zurich North America (Maryland Casualty) 1984 - 1993
Ernst & Whinney 1980 - 1984
Skills
Financial Reporting, Financial Analysis, Underwriting, Risk Management, Insurance, Property & Casualty..., Reinsurance, Mergers, Sarbanes-Oxley Act, Due Diligence, Finance, Mergers & Acquisitions, Corporate Finance, Enterprise Risk..., Executive Management, Financial Modeling, Financial Risk, Strategy, Strategic Planning, Accounting, Strategic Financial..., Internal Controls, Commercial Insurance, Financial Services, Auditing, SEC filings, Portfolio Management, Investments, Process Improvement, Managerial Finance, General Insurance, Corporate Governance, Private Equity, Litigation Management, Business Process..., Analysis, Workers Compensation, Financial Planning
Education
Loyola University Maryland 1988 — 1992
MBA, Finance
University of Maryland College Park 1975 — 1980
BS, Accounting
Allied World Assurance September 2012 - Present
Dorsey & Whitney LLP August 2011 - September 2012
Fair Isaac March 2009 - April 2011
Zurich Financial Services April 2004 - February 2009
St. Paul Companies 1998 - 2004
USF&G 1993 - 1998
Zurich North America (Maryland Casualty) 1984 - 1993
Ernst & Whinney 1980 - 1984
Skills
Financial Reporting, Financial Analysis, Underwriting, Risk Management, Insurance, Property & Casualty..., Reinsurance, Mergers, Sarbanes-Oxley Act, Due Diligence, Finance, Mergers & Acquisitions, Corporate Finance, Enterprise Risk..., Executive Management, Financial Modeling, Financial Risk, Strategy, Strategic Planning, Accounting, Strategic Financial..., Internal Controls, Commercial Insurance, Financial Services, Auditing, SEC filings, Portfolio Management, Investments, Process Improvement, Managerial Finance, General Insurance, Corporate Governance, Private Equity, Litigation Management, Business Process..., Analysis, Workers Compensation, Financial Planning
Education
Loyola University Maryland 1988 — 1992
MBA, Finance
University of Maryland College Park 1975 — 1980
BS, Accounting
Sheila Rady Sheila Rady's Ernst & Whinney Experience July 1985 - December 1989
Job Administrative Assistant at Zatkoff Seals & Packings
Industry Executive Office
Experience
Zatkoff Seals & Packings February 2015 - Present
National Biochemicals Corp. December 2012 - January 2015
North Summit Physical Therapy September 2011 - October 2012
A Sign Above January 2010 - May 2010
H. Meehan Insurance Agency January 1994 - November 1997
Caterpillar Inc. December 1989 - August 1993
Ernst & Whinney July 1985 - December 1989
Skills
Analysis, Programming, Process Improvement, Management, Microsoft Office, Microsoft Excel, Accounting, General Ledger, Telephone Skills, Marketing, Insurance, Fax, Medical Records, Data Entry, Customer Service, Sales, Inventory Management, Invoicing, QuickBooks, Training, Team Leadership
Education
John Carroll University 1981 — 1985
Bachelor of Science, Computer Science with a minor in Business Administration / Marketing
Zatkoff Seals & Packings February 2015 - Present
National Biochemicals Corp. December 2012 - January 2015
North Summit Physical Therapy September 2011 - October 2012
A Sign Above January 2010 - May 2010
H. Meehan Insurance Agency January 1994 - November 1997
Caterpillar Inc. December 1989 - August 1993
Ernst & Whinney July 1985 - December 1989
Skills
Analysis, Programming, Process Improvement, Management, Microsoft Office, Microsoft Excel, Accounting, General Ledger, Telephone Skills, Marketing, Insurance, Fax, Medical Records, Data Entry, Customer Service, Sales, Inventory Management, Invoicing, QuickBooks, Training, Team Leadership
Education
John Carroll University 1981 — 1985
Bachelor of Science, Computer Science with a minor in Business Administration / Marketing
Brant Sharp's Ernst & Whinney Experience January 1987 - December 1988
Job Vice President Taxes at ARRIS Group, Inc.
Industry Accounting
Experience
ARRIS Group, Inc. December 2006 - Present
Teleflex January 2005 - December 2006
Roper Industries March 1998 - December 2004
Rollins, Inc. March 1993 - March 1998
Ernst & Whinney January 1987 - December 1988
Skills
Corporate Tax, FIN 48, Accounting, State Tax, Tax Accounting, Mergers, International Tax, Transfer Pricing, Tax, Due Diligence, Income Tax, Sarbanes-Oxley Act
Education
Georgia State University 1984 — 1986
Taxation
The University of Georgia 1980 — 1984
Bachelor of Arts, English Literature
Middle Georgia State University 1979 — 1981
Associate of Arts, Psychology
ARRIS Group, Inc. December 2006 - Present
Teleflex January 2005 - December 2006
Roper Industries March 1998 - December 2004
Rollins, Inc. March 1993 - March 1998
Ernst & Whinney January 1987 - December 1988
Skills
Corporate Tax, FIN 48, Accounting, State Tax, Tax Accounting, Mergers, International Tax, Transfer Pricing, Tax, Due Diligence, Income Tax, Sarbanes-Oxley Act
Education
Georgia State University 1984 — 1986
Taxation
The University of Georgia 1980 — 1984
Bachelor of Arts, English Literature
Middle Georgia State University 1979 — 1981
Associate of Arts, Psychology
Veronica Gallardo Maguire Veronica Gallardo Maguire's Ernst & Whinney Experience September 1985 - October 1988
Job Chief Operating Officer at a Private Investment Office
Industry Investment Management
Experience
Private Investment Office December 2014 - Present
P.A.W. Capital Partners, L.P. July 2006 - December 2014
SEB Asset Management 1997 - 2006
ABB 1995 - 1997
Sony Music Entertainment 1993 - 1995
PepsiCo 1988 - 1993
Ernst & Whinney September 1985 - October 1988
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Portfolio Management, Fund Of Funds, Fixed Income, Investments, Bloomberg, Mutual Funds, Investment Management, Trading, Derivatives, Valuation, Options, Investor Relations, Due Diligence, Securities, Financial Analysis, Asset Management, Finance, Capital Markets, Investment Banking, Investment Advisory, Venture Capital, Financial Modeling
Education
Manhattan College 1981 — 1985
Bachelor of Science, Accounting
Manhattan College 1981 — 1985
Bachelor of Science, Computer and Information Sciences, General
Private Investment Office December 2014 - Present
P.A.W. Capital Partners, L.P. July 2006 - December 2014
SEB Asset Management 1997 - 2006
ABB 1995 - 1997
Sony Music Entertainment 1993 - 1995
PepsiCo 1988 - 1993
Ernst & Whinney September 1985 - October 1988
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Portfolio Management, Fund Of Funds, Fixed Income, Investments, Bloomberg, Mutual Funds, Investment Management, Trading, Derivatives, Valuation, Options, Investor Relations, Due Diligence, Securities, Financial Analysis, Asset Management, Finance, Capital Markets, Investment Banking, Investment Advisory, Venture Capital, Financial Modeling
Education
Manhattan College 1981 — 1985
Bachelor of Science, Accounting
Manhattan College 1981 — 1985
Bachelor of Science, Computer and Information Sciences, General
Tim Agnew Tim Agnew's Ernst & Whinney Experience 1982 - 1985
Job Senior IT Project Manager | Delivering technology strategy that aligns with an organization’s vision and goals
Industry Information Technology and Services
Experience
Agnew Consulting, Inc 2011 - Present
Agnew Consulting, Inc 2004 - 2012
Hayes Forest Services Limited 2000 - 2004
Grant Thornton LLP 1996 - 1999
Sea-to-Sky Community Futures 1993 - 1996
Whistler Business & IT Services 1987 - 1994
Cineplex Entertainment 1985 - 1987
Ernst & Whinney 1982 - 1985
Skills
Project Management, Leadership, Project Planning, Critical Thinking, IT Management, ERP, Problem Solving, Communication, Projects, Multicultural, Strategy, Software Development, Experienced team leader..., Critical thinker with..., Highly skilled at..., Excellent interpersonal..., Advanced expertise with..., Public Speaking, Program Management, Business Strategy, Training, Team Building, Strategic Planning, Management, Integration, Consulting, Change Management
Education
University of Wales, Swansea 2006 — 2012
DBA (Candidate), Doctor of Business Administration
Royal Roads University 2000 — 2002
MBA, Business Administration
The University of Western Ontario - Richard Ivey School of Business 1978 — 1982
Business Administration
Agnew Consulting, Inc 2011 - Present
Agnew Consulting, Inc 2004 - 2012
Hayes Forest Services Limited 2000 - 2004
Grant Thornton LLP 1996 - 1999
Sea-to-Sky Community Futures 1993 - 1996
Whistler Business & IT Services 1987 - 1994
Cineplex Entertainment 1985 - 1987
Ernst & Whinney 1982 - 1985
Skills
Project Management, Leadership, Project Planning, Critical Thinking, IT Management, ERP, Problem Solving, Communication, Projects, Multicultural, Strategy, Software Development, Experienced team leader..., Critical thinker with..., Highly skilled at..., Excellent interpersonal..., Advanced expertise with..., Public Speaking, Program Management, Business Strategy, Training, Team Building, Strategic Planning, Management, Integration, Consulting, Change Management
Education
University of Wales, Swansea 2006 — 2012
DBA (Candidate), Doctor of Business Administration
Royal Roads University 2000 — 2002
MBA, Business Administration
The University of Western Ontario - Richard Ivey School of Business 1978 — 1982
Business Administration
Alexander Patterson Alexander Patterson's Ernst & Whinney Experience 1986 - 1989
Job President & Founder – Arbour Group LLC | Life Sciences CLevel Executive and Business Development Expert
Industry Computer Software
Experience
Arbour Group LLC 1997 - Present
AM&G 1989 - 1997
Ernst & Whinney 1986 - 1989
Smurfit Stone 1981 - 1986
Education
Hope College 1975 — 1979
BA
Arbour Group LLC 1997 - Present
AM&G 1989 - 1997
Ernst & Whinney 1986 - 1989
Smurfit Stone 1981 - 1986
Education
Hope College 1975 — 1979
BA
Bill Sweetnam Bill Sweetnam's Ernst & Whinney Experience 1982 - 1984
Job Principal at Groom Law Group
Industry Law Practice
Experience
Groom Law Group May 2005 - Present
U.S. Department of the Treasury April 2001 - March 2005
US Senate Committee on Finance 1998 - 2001
Towers Perrin 1996 - 1998
Sunoco 1988 - 1995
Patterson Belknap Webb & Tyler LLP 1984 - 1986
Ernst & Whinney 1982 - 1984
Skills
Employee Benefits, Policy, Legislative Relations, Tax, Legislation, Deferred Compensation, Tax Law, ERISA, Corporate Governance, Litigation, Legal Research, Corporate Law, Executive Pay, Legal Writing, Employment Law, Trusts, Appeals, Securities Regulation, Retirement, Mergers & Acquisitions, Defined Benefit, Profit Sharing, Bankruptcy, Pensions, Health Law, 401k
Education
Fordham University School of Law 1979 — 1982
JD
Rutgers University-New Brunswick 1975 — 1979
BA, Accounting/Economics
Groom Law Group May 2005 - Present
U.S. Department of the Treasury April 2001 - March 2005
US Senate Committee on Finance 1998 - 2001
Towers Perrin 1996 - 1998
Sunoco 1988 - 1995
Patterson Belknap Webb & Tyler LLP 1984 - 1986
Ernst & Whinney 1982 - 1984
Skills
Employee Benefits, Policy, Legislative Relations, Tax, Legislation, Deferred Compensation, Tax Law, ERISA, Corporate Governance, Litigation, Legal Research, Corporate Law, Executive Pay, Legal Writing, Employment Law, Trusts, Appeals, Securities Regulation, Retirement, Mergers & Acquisitions, Defined Benefit, Profit Sharing, Bankruptcy, Pensions, Health Law, 401k
Education
Fordham University School of Law 1979 — 1982
JD
Rutgers University-New Brunswick 1975 — 1979
BA, Accounting/Economics
Mark Lubin Mark Lubin's Ernst & Whinney Experience 1982 - 1984
Job Manager and Advisor International and Transactional Tax
Industry Financial Services
Experience
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
BNY Mellon July 2012 - November 2014
GE Capital Real Estate 2008 - 2012
Merrill Lynch 1999 - 2008
Cooperman Levitt Winikoff Lester & Newman PC 1997 - 1999
David Berdon & Co. LLP 1996 - 1997
Marks & Murase LLP 1985 - 1996
Dun & Bradstreet 1984 - 1985
Ernst & Whinney 1982 - 1984
Skills
International Tax, Tax, Corporate Tax, Tax Law, Tax Accounting, Mergers & Acquisitions, Private Equity, Restructuring, Due Diligence, Tax Advisory, Sarbanes-Oxley Act, US GAAP, SEC Filings, Corporate Finance, Accounting
Education
New York University School of Law
LL.M., Taxation
Georgetown University Law Center
J.D., with Honors
Washington University in St. Louis
BSBA, Accounting
Bill Ludkiewicz's Ernst & Whinney Experience 1973 - 1986
Job Records and Information Management Profesional
Industry Entertainment
Experience
Self Employed September 2013 - Present
Mashantucket Pequot Tribal Nation 1999 - 2013
Mashantucket Pequot Tribal Nation 1993 - 1999
Decker Rickard 1988 - 1993
TriStar Sports 1986 - 1988
Ernst & Whinney 1973 - 1986
US Navy 1967 - 1971
Skills
Financial Reporting, Records Management, Program Management, Management, Policy, Process Improvement, Leadership
Education
Indiana University Bloomington
BS, Business-Accounting
Self Employed September 2013 - Present
Mashantucket Pequot Tribal Nation 1999 - 2013
Mashantucket Pequot Tribal Nation 1993 - 1999
Decker Rickard 1988 - 1993
TriStar Sports 1986 - 1988
Ernst & Whinney 1973 - 1986
US Navy 1967 - 1971
Skills
Financial Reporting, Records Management, Program Management, Management, Policy, Process Improvement, Leadership
Education
Indiana University Bloomington
BS, Business-Accounting
Patrick W Sheridan Patrick W Sheridan's Ernst & Whinney Experience February 1983 - May 1989
Job Business and Technology Executive
Industry Information Technology and Services
Experience
IBM Global Business Services May 2000 - Present
Beachside One Board of Directors 1996 - 2012
WWCC 1998 - 2011
Red Cross of Central Ohio Board 2000 - 2010
Sheridan Consulting June 1998 - December 2000
Xerox Connect March 1994 - June 1998
Integrity Life Insurance November 1992 - March 1994
Votek Systems Limited May 1989 - November 1992
Ernst & Whinney February 1983 - May 1989
Data Processing Management Association January 1982 - December 1988
Skills
Leadership, Management Consulting, Enterprise Architecture, Enterprise Software, IT Strategy, Information Technology, Process Improvement, Consulting, Program Management, Insurance, Solution Selling, Outsourcing, Mentoring, Cloud Computing, Business Analysis, Business Development, Professional Services, Change Management, Strategy, SaaS, Business Process..., Management, Business Intelligence, Vendor Management, Leadership Development, Solution Architecture, Project Management, Business Strategy, SDLC
Education
University of Dayton 1981 — 1985
MBA, Business
Indiana University of Pennsylvania 1976 — 1980
BSBA, Accounting, Management Information Systems
Indiana University of Pennsylvania 1976 — 1980
BS, Accounting and Mgmt Info Systems
IBM Global Business Services May 2000 - Present
Beachside One Board of Directors 1996 - 2012
WWCC 1998 - 2011
Red Cross of Central Ohio Board 2000 - 2010
Sheridan Consulting June 1998 - December 2000
Xerox Connect March 1994 - June 1998
Integrity Life Insurance November 1992 - March 1994
Votek Systems Limited May 1989 - November 1992
Ernst & Whinney February 1983 - May 1989
Data Processing Management Association January 1982 - December 1988
Skills
Leadership, Management Consulting, Enterprise Architecture, Enterprise Software, IT Strategy, Information Technology, Process Improvement, Consulting, Program Management, Insurance, Solution Selling, Outsourcing, Mentoring, Cloud Computing, Business Analysis, Business Development, Professional Services, Change Management, Strategy, SaaS, Business Process..., Management, Business Intelligence, Vendor Management, Leadership Development, Solution Architecture, Project Management, Business Strategy, SDLC
Education
University of Dayton 1981 — 1985
MBA, Business
Indiana University of Pennsylvania 1976 — 1980
BSBA, Accounting, Management Information Systems
Indiana University of Pennsylvania 1976 — 1980
BS, Accounting and Mgmt Info Systems
Phil Ratner Phil Ratner's Ernst & Whinney Experience 1981 - 1986
Job Managing Director at SS&C GlobeOp
Industry Venture Capital & Private Equity
Experience
SS&C GlobeOp February 2010 - Present
Geller Investment Partnership Services 2002 - January 2010
The Blackstone Group 1999 - 2001
Deloitte 1996 - 1999
The Blackstone Group 1995 - 1996
Margolin, Winer & Evens LLP 1987 - 1995
Ernst & Whinney 1981 - 1986
Skills
Private Equity, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Financial Reporting, Accounting, Financial Modeling, Asset Management, Venture Capital, Fund Administration, Internal Controls, Capital Markets, Investments, Fund Accounting, Mergers & Acquisitions, Corporate Finance, Equities, US GAAP, Financial Services, GAAP, Fund Of Funds, Investment Banking, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Derivatives, Financial Structuring, Cash Management, M&A experience, Tax, Investment Management, Real Estate, Commercial Real Estate
Education
LIU Post
BS, Accounting
LIU Post
BS, Accounting
SS&C GlobeOp February 2010 - Present
Geller Investment Partnership Services 2002 - January 2010
The Blackstone Group 1999 - 2001
Deloitte 1996 - 1999
The Blackstone Group 1995 - 1996
Margolin, Winer & Evens LLP 1987 - 1995
Ernst & Whinney 1981 - 1986
Skills
Private Equity, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Financial Reporting, Accounting, Financial Modeling, Asset Management, Venture Capital, Fund Administration, Internal Controls, Capital Markets, Investments, Fund Accounting, Mergers & Acquisitions, Corporate Finance, Equities, US GAAP, Financial Services, GAAP, Fund Of Funds, Investment Banking, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Derivatives, Financial Structuring, Cash Management, M&A experience, Tax, Investment Management, Real Estate, Commercial Real Estate
Education
LIU Post
BS, Accounting
LIU Post
BS, Accounting
Michael Aronow Michael Aronow's Ernst & Whinney Experience 1985 - 1987
Job Partner at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 1988 - Present
Ernst & Whinney 1985 - 1987
Skills
US GAAP, CPA, SEC filings
Education
New York University, Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1981 — 1985
Bachelor of Science (BS), Accounting
EisnerAmper LLP September 1988 - Present
Ernst & Whinney 1985 - 1987
Skills
US GAAP, CPA, SEC filings
Education
New York University, Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1981 — 1985
Bachelor of Science (BS), Accounting
Jeffrey Zane Jeffrey Zane's Ernst & Whinney Experience 1978 - 1980
Job President at Jeffrey P. Zane, P.A.
Industry Law Practice
Experience
Jeffrey P. Zane, P.A. January 1990 - Present
Singer and Zane, P.A. 1995 - 2000
Kind, Rosenthal, Zane, and Mopsick, P.A. 1990 - 1995
Jeffrey P. Zane, Esquire 1981 - 1990
UST Corp 1980 - 1983
Ernst & Whinney 1978 - 1980
Seidman & Seidman 1977 - 1978
Skills
Real Property, Tax Law, Property Law, Estate Planning, Real Estate, Commercial Real Estate, Trusts, Corporate Law, Wills, Business Formation, Foreclosures, Business Transactions, LLC, Entity Extraction, Estate Administration, Real Estate Transactions, Legal Assistance, Dispute Resolution, Title Insurance, REO, Investment Properties, Short Sales, Small Business, Residential Homes, Legal Research, Finance, Construction Law, Legal Advice, Land Use, Arbitration, Real Estate Financing, Estate Law, Mediation, Appeals, Alternative Dispute..., Powers of Attorney, Mergers & Acquisitions, Courts, Corporate Governance, Contract Negotiation, Automobile Accidents, Dispute, Closings, Real Estate Economics, Due Diligence, Guardianship, Real Estate License, Legal Writing, Elder Law, Leases
Education
New York Law School 1973 — 1977
JD, Law
Hofstra University 1968 — 1972
BS in Economics/Business, Economics and Business
Hofstra University
Studied towards MBA in Business
Jeffrey P. Zane, P.A. January 1990 - Present
Singer and Zane, P.A. 1995 - 2000
Kind, Rosenthal, Zane, and Mopsick, P.A. 1990 - 1995
Jeffrey P. Zane, Esquire 1981 - 1990
UST Corp 1980 - 1983
Ernst & Whinney 1978 - 1980
Seidman & Seidman 1977 - 1978
Skills
Real Property, Tax Law, Property Law, Estate Planning, Real Estate, Commercial Real Estate, Trusts, Corporate Law, Wills, Business Formation, Foreclosures, Business Transactions, LLC, Entity Extraction, Estate Administration, Real Estate Transactions, Legal Assistance, Dispute Resolution, Title Insurance, REO, Investment Properties, Short Sales, Small Business, Residential Homes, Legal Research, Finance, Construction Law, Legal Advice, Land Use, Arbitration, Real Estate Financing, Estate Law, Mediation, Appeals, Alternative Dispute..., Powers of Attorney, Mergers & Acquisitions, Courts, Corporate Governance, Contract Negotiation, Automobile Accidents, Dispute, Closings, Real Estate Economics, Due Diligence, Guardianship, Real Estate License, Legal Writing, Elder Law, Leases
Education
New York Law School 1973 — 1977
JD, Law
Hofstra University 1968 — 1972
BS in Economics/Business, Economics and Business
Hofstra University
Studied towards MBA in Business
John Mott John Mott's Ernst & Whinney Experience September 1975 - August 1978
Job Owner/Manager, John R Mott, Chartered Accountant
Industry Accounting
Experience
John R Mott, Chartered Accountant September 1994 - Present
Ernst & Young January 1990 - September 1994
Pannel Kerr MacGillivray 1984 - 1989
Ernst & Whinney September 1975 - August 1978
Skills
Tax, Income Tax, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Corporate Tax, Strategic Financial..., Financial Planners, Auditing, Internal Controls, IFRS, Tax Preparation, Tax Law, Investments, Financial Services, Retirement Planning
Education
University of Toronto 1978 — 1980
MBA, Management
Lakehead University 1969 — 1974
HBCom, Business
John R Mott, Chartered Accountant September 1994 - Present
Ernst & Young January 1990 - September 1994
Pannel Kerr MacGillivray 1984 - 1989
Ernst & Whinney September 1975 - August 1978
Skills
Tax, Income Tax, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Corporate Tax, Strategic Financial..., Financial Planners, Auditing, Internal Controls, IFRS, Tax Preparation, Tax Law, Investments, Financial Services, Retirement Planning
Education
University of Toronto 1978 — 1980
MBA, Management
Lakehead University 1969 — 1974
HBCom, Business
Troy Haas Troy Haas's Ernst & Whinney Experience 1980 - 1982
Job President/CEO at Brownell
Industry Hospitality
Experience
Brownell 1993 - Present
Royal Cup Coffee 1986 - 1993
Bain & Company 1983 - 1986
Ernst & Whinney 1980 - 1982
Skills
Travel Management, Cruises, Marketing Strategy, Incentive Travel, Hotels, Leisure Travel, Hospitality, Resorts, Tourism, Event Management, Vacation, Marketing, Strategic Planning, Public Relations, Leisure, Incentives, Adventure Travel, Tour Operators, Online Travel, Luxury, Destination Marketing, Email Marketing, Travel Planning, Hotel Management, Business Travel, Hospitality Industry, Sustainable Tourism, Honeymoons, Hospitality Management
Education
Harvard Business School 1982 — 1984
MBA
University of Alabama 1976 — 1980
BS, Accounting
Brownell 1993 - Present
Royal Cup Coffee 1986 - 1993
Bain & Company 1983 - 1986
Ernst & Whinney 1980 - 1982
Skills
Travel Management, Cruises, Marketing Strategy, Incentive Travel, Hotels, Leisure Travel, Hospitality, Resorts, Tourism, Event Management, Vacation, Marketing, Strategic Planning, Public Relations, Leisure, Incentives, Adventure Travel, Tour Operators, Online Travel, Luxury, Destination Marketing, Email Marketing, Travel Planning, Hotel Management, Business Travel, Hospitality Industry, Sustainable Tourism, Honeymoons, Hospitality Management
Education
Harvard Business School 1982 — 1984
MBA
University of Alabama 1976 — 1980
BS, Accounting
Bernard Schneider, CPA's Ernst & Whinney Experience September 1974 - January 1982
Job available for projects
Industry Accounting
Experience
golf course ControllerGenesis Networks, IncApril 2010 - August 2014
Pocket Communications September 2007 - March 2010
GlobalSCAPE June 2006 - September 2007
Friedrich Air Conditioning Company July 1991 - March 2006
Friedrich Air Conditioning Company January 1982 - July 1991
Ernst & Whinney September 1974 - January 1982
Education
Louisiana State University
B.S.
Mississippi College
MBA
golf course ControllerGenesis Networks, IncApril 2010 - August 2014
Pocket Communications September 2007 - March 2010
GlobalSCAPE June 2006 - September 2007
Friedrich Air Conditioning Company July 1991 - March 2006
Friedrich Air Conditioning Company January 1982 - July 1991
Ernst & Whinney September 1974 - January 1982
Education
Louisiana State University
B.S.
Mississippi College
MBA
Lynda Kelch's Ernst & Whinney Experience 1985 - 2000
Job President of Heartland Business Systems
Industry Accounting
Experience
Heartland Business Systems 1994 - Present
Heartland Business Systems 1994 - Present
Lutheran Child and Family Services of Illinois 2000 - Present
Ernst & Whinney 1985 - 2000
Ernst & Young 1985 - 1990
Education
Indiana University Bloomington 1981 — 1985
BA, Accounting
Indiana University Bloomington
Bachelor's degree, Accounting
Heartland Business Systems 1994 - Present
Heartland Business Systems 1994 - Present
Lutheran Child and Family Services of Illinois 2000 - Present
Ernst & Whinney 1985 - 2000
Ernst & Young 1985 - 1990
Education
Indiana University Bloomington 1981 — 1985
BA, Accounting
Indiana University Bloomington
Bachelor's degree, Accounting
Rick Reichertz's Ernst & Whinney Experience 1979 - 1983
Job President at ATACO Steel Products Corporation and Owner, ATACO Steel Products Corporation
Industry Mining & Metals
Experience
ATACO Steel Products Corp 2005 - Present
ATACO Steel Products Corporation 1986 - 2005
Leeson Electric 1983 - 1986
Ernst & Whinney 1979 - 1983
Skills
Process Improvement, Cross-functional Team..., Management, Manufacturing, Strategic Planning, Budgets, ISO, Negotiation, Accounting, Microsoft Office, Lean Manufacturing, Marketing Strategy, Cash Management, Project Management, Financial Analysis, Business Strategy, New Business Development, Purchasing, Team Building, Managerial Finance, Product Management, Automotive, Contract Negotiation, Customer Service, Cost Accounting, Operations Management, Product Development, Continuous Improvement, 5S, Forecasting, Benefits Administration, Mergers & Acquisitions, Sales Management, Coaching
Education
Marquette University 1975 — 1979
BS, Accounting
University of Wisconsin-Milwaukee - School of Business Administration
MBA, Master of Business Administration
ATACO Steel Products Corp 2005 - Present
ATACO Steel Products Corporation 1986 - 2005
Leeson Electric 1983 - 1986
Ernst & Whinney 1979 - 1983
Skills
Process Improvement, Cross-functional Team..., Management, Manufacturing, Strategic Planning, Budgets, ISO, Negotiation, Accounting, Microsoft Office, Lean Manufacturing, Marketing Strategy, Cash Management, Project Management, Financial Analysis, Business Strategy, New Business Development, Purchasing, Team Building, Managerial Finance, Product Management, Automotive, Contract Negotiation, Customer Service, Cost Accounting, Operations Management, Product Development, Continuous Improvement, 5S, Forecasting, Benefits Administration, Mergers & Acquisitions, Sales Management, Coaching
Education
Marquette University 1975 — 1979
BS, Accounting
University of Wisconsin-Milwaukee - School of Business Administration
MBA, Master of Business Administration
Margaret Cook's Ernst & Whinney Experience 1977 - 1979
Job Retired/Volunteer
Industry Management Consulting
Experience
Rasmussen College April 2010 - June 2011
Capital One 2001 - May 2009
MySmart Corporation 2000 - 2001
The Walt Disney Company 1997 - 2000
Progressive Insurance June 1994 - February 1997
CompuServe 1987 - 1994
Viewdata Corp of America, Knight-Ridder Newspapers 1983 - 1986
Ernst & Whinney 1977 - 1979
Education
Florida International University 1980 — 1986
MBA, Concentration in Human Resources
University of Miami - School of Business 1974 — 1977
BBA, Accounting
Rasmussen College April 2010 - June 2011
Capital One 2001 - May 2009
MySmart Corporation 2000 - 2001
The Walt Disney Company 1997 - 2000
Progressive Insurance June 1994 - February 1997
CompuServe 1987 - 1994
Viewdata Corp of America, Knight-Ridder Newspapers 1983 - 1986
Ernst & Whinney 1977 - 1979
Education
Florida International University 1980 — 1986
MBA, Concentration in Human Resources
University of Miami - School of Business 1974 — 1977
BBA, Accounting
Michael Trachtenberg's Ernst & Whinney Experience September 1985 - June 1986
Job MBA Capstone course Evaluator at Western Governors University
Industry Financial Services
Experience
Western Governors University July 2013 - Present
Northwood University Cedar Hill Tx August 2011 - Present
University of New Orleans August 2004 - Present
University of Dallas, Graduate School of Management July 2010 - July 2011
University of Evansville August 2009 - July 2010
Gold Weems 2001 - 2003
E. W. Blanch Holdings, Inc. 1998 - 2000
International Paper 1986 - 1988
Ernst & Whinney September 1985 - June 1986
Skills
Economics, Financial Advisory, Financial Modeling, Banking, Compliance, Research, Accounting, Tax, Corporate Finance, Financial Reporting, Teaching, Mergers, Loans, Investments, Financial Analysis, Financial Management, Risk Management, Word, Business Planning, Capital Markets, Asset Management, Financial Planning, Due Diligence, Portfolio Management, Problem Solving, Analysis, Strategic Financial..., Strategic Planning, Budgets, Mergers & Acquisitions, Corporate Governance, Policy, Valuation, Business Analysis, Financial Accounting, Managerial Finance, Leadership, Management, Data Analysis, Management Consulting, Time Management, Finance, Auditing, Business Strategy, Strategy, Quantitative Analytics
Education
University of New Orleans 2004 — 2012
Ph D candidate, Financial Economics
Louisiana State University, Paul M. Hebert Law Center 1991 — 1994
JD, Law
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Accounting Finance
Rice University 1979 — 1983
BA, History
Dealey
Dealey
Western Governors University July 2013 - Present
Northwood University Cedar Hill Tx August 2011 - Present
University of New Orleans August 2004 - Present
University of Dallas, Graduate School of Management July 2010 - July 2011
University of Evansville August 2009 - July 2010
Gold Weems 2001 - 2003
E. W. Blanch Holdings, Inc. 1998 - 2000
International Paper 1986 - 1988
Ernst & Whinney September 1985 - June 1986
Skills
Economics, Financial Advisory, Financial Modeling, Banking, Compliance, Research, Accounting, Tax, Corporate Finance, Financial Reporting, Teaching, Mergers, Loans, Investments, Financial Analysis, Financial Management, Risk Management, Word, Business Planning, Capital Markets, Asset Management, Financial Planning, Due Diligence, Portfolio Management, Problem Solving, Analysis, Strategic Financial..., Strategic Planning, Budgets, Mergers & Acquisitions, Corporate Governance, Policy, Valuation, Business Analysis, Financial Accounting, Managerial Finance, Leadership, Management, Data Analysis, Management Consulting, Time Management, Finance, Auditing, Business Strategy, Strategy, Quantitative Analytics
Education
University of New Orleans 2004 — 2012
Ph D candidate, Financial Economics
Louisiana State University, Paul M. Hebert Law Center 1991 — 1994
JD, Law
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Accounting Finance
Rice University 1979 — 1983
BA, History
Dealey
Dealey
William Bair's Ernst & Whinney Experience 1977 - 1989
Job Director, SEC & Regulatory Reporting at TIAACREF
Industry Insurance
Experience
TIAA-CREF 2006 - Present
Self Employed 2003 - 2006
Great American Financial Resources 1993 - 2002
Great American Insurance 1989 - 1993
Ernst & Whinney 1977 - 1989
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Managerial Finance, Insurance, Strategic Planning, Sarbanes-Oxley Act, Process Improvement, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Risk Management, Financial Modeling, Due Diligence, Internal Audit, Auditing, Financial Planning
Education
University of Cincinnati 1975 — 1976
MBA, Finance
Miami University 1971 — 1975
BS, Accounting
TIAA-CREF 2006 - Present
Self Employed 2003 - 2006
Great American Financial Resources 1993 - 2002
Great American Insurance 1989 - 1993
Ernst & Whinney 1977 - 1989
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Managerial Finance, Insurance, Strategic Planning, Sarbanes-Oxley Act, Process Improvement, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Risk Management, Financial Modeling, Due Diligence, Internal Audit, Auditing, Financial Planning
Education
University of Cincinnati 1975 — 1976
MBA, Finance
Miami University 1971 — 1975
BS, Accounting
Julie McPike's Ernst & Whinney Experience October 1984 - June 1987
Job Assoc. V.P. Information Services at Lewis and Clark Community College
Industry Education Management
Experience
Lewis and Clark Community College November 1988 - Present
INTRAV July 1987 - August 1988
Ernst & Whinney October 1984 - June 1987
Accenture October 1981 - July 1984
Skills
Technical Writing, Microsoft Office, Public Speaking, Teaching, Program Management, Troubleshooting, SQL, Customer Service, Event Planning, Management, Microsoft Excel, PowerPoint, Strategic Planning, Non-profits, Budgets, Team Building, Project Management, Microsoft Word, Access, Social Media, Analysis, Team Leadership, Leadership, Nonprofits, Telecommunications
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1981
Master of Business Administration (M.B.A.), Marketing/Finance
Iowa State University 1974 — 1978
B.S., Zoology/Chemistry
Lewis and Clark Community College November 1988 - Present
INTRAV July 1987 - August 1988
Ernst & Whinney October 1984 - June 1987
Accenture October 1981 - July 1984
Skills
Technical Writing, Microsoft Office, Public Speaking, Teaching, Program Management, Troubleshooting, SQL, Customer Service, Event Planning, Management, Microsoft Excel, PowerPoint, Strategic Planning, Non-profits, Budgets, Team Building, Project Management, Microsoft Word, Access, Social Media, Analysis, Team Leadership, Leadership, Nonprofits, Telecommunications
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1981
Master of Business Administration (M.B.A.), Marketing/Finance
Iowa State University 1974 — 1978
B.S., Zoology/Chemistry
Stuart Williams's Ernst & Whinney Experience 1986 - 1988
Job Director, Business Development, Online Banking Solutions
Industry Financial Services
Experience
Online Banking Solutions (OBS) April 2013 - Present
Fiserv January 2012 - February 2013
Fiserv July 2009 - January 2012
CheckFree (now part of Fiserv) June 2005 - July 2009
CheckFree July 2002 - June 2005
Bottomline Technologies October 2000 - July 2002
CheckFree December 1997 - October 2000
PeopleSoft 1997 - 1997
Stockholder Systems Inc. 1989 - 1997
Ernst & Whinney 1986 - 1988
Skills
ACH, EBPP, Bill Payment, Public Speaking, Electronic Payments, Product Management, Presentations, e-Commerce, Cross Functional Team..., Blogging, Mobile Financial..., Building Relationships, Customer Relations, Alliances, Relationship Management, Strategic Partnerships, Payments, Team Building, Internet Banking, Marketing Strategy, Pricing, Sales Operations, Payment Processing, Process Analysis, Performance Management, Innovation, Business Development, Mobile Payments, Financial Services, Program Management, Account Management, Commercial Banking, Retail Banking, Market Research, Business Strategy, Process Improvements, Events, Payment Systems, Banking, Payment Services, Business Analysis, Business Alliances, E-commerce, Payment Card Processing, Thought Leadership, Treasury Management, Cash Management, Mergers & Acquisitions, Leadership, Financial Institutions
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
Bachelor of Business Administration (BBA), Computer Information Systems
Peachtree High School 1977 — 1982
Online Banking Solutions (OBS) April 2013 - Present
Fiserv January 2012 - February 2013
Fiserv July 2009 - January 2012
CheckFree (now part of Fiserv) June 2005 - July 2009
CheckFree July 2002 - June 2005
Bottomline Technologies October 2000 - July 2002
CheckFree December 1997 - October 2000
PeopleSoft 1997 - 1997
Stockholder Systems Inc. 1989 - 1997
Ernst & Whinney 1986 - 1988
Skills
ACH, EBPP, Bill Payment, Public Speaking, Electronic Payments, Product Management, Presentations, e-Commerce, Cross Functional Team..., Blogging, Mobile Financial..., Building Relationships, Customer Relations, Alliances, Relationship Management, Strategic Partnerships, Payments, Team Building, Internet Banking, Marketing Strategy, Pricing, Sales Operations, Payment Processing, Process Analysis, Performance Management, Innovation, Business Development, Mobile Payments, Financial Services, Program Management, Account Management, Commercial Banking, Retail Banking, Market Research, Business Strategy, Process Improvements, Events, Payment Systems, Banking, Payment Services, Business Analysis, Business Alliances, E-commerce, Payment Card Processing, Thought Leadership, Treasury Management, Cash Management, Mergers & Acquisitions, Leadership, Financial Institutions
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
Bachelor of Business Administration (BBA), Computer Information Systems
Peachtree High School 1977 — 1982
Bruce Goldstein's Ernst & Whinney Experience 1988 - 1990
Job Director of Corp Tax State Street Corporation
Industry Financial Services
Experience
State Street February 2009 - Present
General Electric Capital Corp June 2007 - February 2009
GE Commercial Finance August 2004 - June 2007
General Electric Capital Corporation June 2001 - August 2004
General Electric Capital Corp August 1998 - June 2001
Deloitte 1993 - 1998
Ernst & Whinney 1988 - 1990
Skills
International Tax, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Forecasting, US GAAP, Auditing, Corporate Tax, Internal Controls, Tax, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Accounting, Process Improvement, Tax Law, Financial Reporting
Education
New York University School of Law 1993 — 1996
L.L.M., Tax
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
John H. Glenn High School 1980 — 1984
State Street February 2009 - Present
General Electric Capital Corp June 2007 - February 2009
GE Commercial Finance August 2004 - June 2007
General Electric Capital Corporation June 2001 - August 2004
General Electric Capital Corp August 1998 - June 2001
Deloitte 1993 - 1998
Ernst & Whinney 1988 - 1990
Skills
International Tax, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Forecasting, US GAAP, Auditing, Corporate Tax, Internal Controls, Tax, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Accounting, Process Improvement, Tax Law, Financial Reporting
Education
New York University School of Law 1993 — 1996
L.L.M., Tax
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
John H. Glenn High School 1980 — 1984
Danny Marbell's Ernst & Whinney Experience 1979 - 1982
Job owner at Daniel A. Marbell, Jr. CPA, CFP
Industry Financial Services
Experience
Daniel A. Marbell, Jr. CPA, CFP September 1986 - Present
Deloitte Haskins and Sells 1984 - 1986
Duncan & Nunn CPA 1982 - 1984
Ernst & Whinney 1979 - 1982
Education
East Carolina University 1976 — 1979
MBA, Business Administration and Accounting
Erwin High School
Daniel A. Marbell, Jr. CPA, CFP September 1986 - Present
Deloitte Haskins and Sells 1984 - 1986
Duncan & Nunn CPA 1982 - 1984
Ernst & Whinney 1979 - 1982
Education
East Carolina University 1976 — 1979
MBA, Business Administration and Accounting
Erwin High School
Gary Luoma, Jr. CPA's Ernst & Whinney Experience August 1980 - August 1983
Job Vice President Financial Planning and Analysis at Manhattan Associates
Industry Computer Software
Experience
Manhattan Associates June 2008 - Present
CheckFree Corporation January 2001 - February 2008
CheckFree Corporation April 1997 - January 2001
D&B Software January 1995 - April 1997
D&B Software June 1990 - January 1995
American Security Group August 1983 - June 1990
Ernst & Whinney August 1980 - August 1983
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Mergers & Acquisitions, Cost Accounting, Finance, Accounting, Due Diligence, Strategic Financial..., Internal Controls, Auditing, SEC Filings, Financial Planning, General Ledger, Internal Audit, Leadership, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1990
MBA, General Business
Emory University - Goizueta Business School 1976 — 1980
BBA, Accounting
Manhattan Associates June 2008 - Present
CheckFree Corporation January 2001 - February 2008
CheckFree Corporation April 1997 - January 2001
D&B Software January 1995 - April 1997
D&B Software June 1990 - January 1995
American Security Group August 1983 - June 1990
Ernst & Whinney August 1980 - August 1983
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Mergers & Acquisitions, Cost Accounting, Finance, Accounting, Due Diligence, Strategic Financial..., Internal Controls, Auditing, SEC Filings, Financial Planning, General Ledger, Internal Audit, Leadership, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1990
MBA, General Business
Emory University - Goizueta Business School 1976 — 1980
BBA, Accounting
Patty Sheehan's Ernst & Whinney Experience 1982 - 1985
Job Global Analytics Manager at Mondelēz International
Industry Consumer Goods
Experience
Mondelēz International March 1990 - Present
Silvestri Corporation 1985 - March 1990
Ernst & Whinney 1982 - 1985
Skills
Customer Insight, Nielsen, Consumer Products, Shopper Marketing, Brand Equity, Marketing Research, IRI, FMCG, Forecasting, Segmentation, Analytics, Consumer Behaviour, Pricing Strategy
Education
Northwestern University - Kellogg School of Management 1987 — 1991
MS, Finance, Systems
Indiana University - Kelley School of Business 1978 — 1982
BS, Accounting
Mondelēz International March 1990 - Present
Silvestri Corporation 1985 - March 1990
Ernst & Whinney 1982 - 1985
Skills
Customer Insight, Nielsen, Consumer Products, Shopper Marketing, Brand Equity, Marketing Research, IRI, FMCG, Forecasting, Segmentation, Analytics, Consumer Behaviour, Pricing Strategy
Education
Northwestern University - Kellogg School of Management 1987 — 1991
MS, Finance, Systems
Indiana University - Kelley School of Business 1978 — 1982
BS, Accounting
Marc Feuerman's Ernst & Whinney Experience January 1983 - March 1986
Job Agent Realtor at Watson Realty Corp.
Industry Hospital & Health Care
Experience
Blue Star Home Solutions, Inc January 2015 - Present
Watson Realty Corp. January 2015 - Present
Health Management Resources, Inc January 2008 - November 2014
NCG Medical , Inc January 2011 - July 2014
TLC Oxygen and Medical Supplies, Inc March 2008 - June 2013
CompONE Services November 1999 - August 2007
Mid Florida Eye Center January 1995 - November 1998
Orlando Health March 1989 - February 1992
Ernst & Whinney January 1983 - March 1986
Skills
Healthcare Consulting, Medical Devices, Healthcare, Healthcare Information..., Hospitals, Medicare, Healthcare Management, Managed Care, Leadership, Start-ups, Strategic Planning, Team Building, Revenue Cycle Management, Hospital Revenue Cycle, Process Improvement, Training, Employee Training
Education
Jacksonville University 1980 — 1982
MBA, Accounting
Jacksonville University 1975 — 1978
BS, Accounting
Blue Star Home Solutions, Inc January 2015 - Present
Watson Realty Corp. January 2015 - Present
Health Management Resources, Inc January 2008 - November 2014
NCG Medical , Inc January 2011 - July 2014
TLC Oxygen and Medical Supplies, Inc March 2008 - June 2013
CompONE Services November 1999 - August 2007
Mid Florida Eye Center January 1995 - November 1998
Orlando Health March 1989 - February 1992
Ernst & Whinney January 1983 - March 1986
Skills
Healthcare Consulting, Medical Devices, Healthcare, Healthcare Information..., Hospitals, Medicare, Healthcare Management, Managed Care, Leadership, Start-ups, Strategic Planning, Team Building, Revenue Cycle Management, Hospital Revenue Cycle, Process Improvement, Training, Employee Training
Education
Jacksonville University 1980 — 1982
MBA, Accounting
Jacksonville University 1975 — 1978
BS, Accounting
Dave Block's Ernst & Whinney Experience 1985 - 1990
Job CFO & Treasurer at Gulfstream Property & Casualty Insurance
Industry Insurance
Experience
Gulfstream Property & Casualty Insurance June 2015 - Present
QBE North America July 2007 - March 2015
Nationwide Insurance 1990 - 2007
Ernst & Whinney 1985 - 1990
Skills
Operations Management, Financial Analysis, Property & Casualty..., Reinsurance, Insurance, GAAP, Business Planning, Analysis, Financial Risk, Statutory Accounting, Acquisition Integration, Business Analysis, Budgets, Financial Reporting, Process Improvement, Auditing, Finance, SEC filings, Management, Risk Management, Corporate Finance, Internal Controls, Mergers & Acquisitions, Accounting, Strategic Financial..., Enterprise Risk..., Managerial Finance, Financial Modeling, US GAAP, Business Process..., Variance Analysis, Executive Management, SEC Filings
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Accounting
Gulfstream Property & Casualty Insurance June 2015 - Present
QBE North America July 2007 - March 2015
Nationwide Insurance 1990 - 2007
Ernst & Whinney 1985 - 1990
Skills
Operations Management, Financial Analysis, Property & Casualty..., Reinsurance, Insurance, GAAP, Business Planning, Analysis, Financial Risk, Statutory Accounting, Acquisition Integration, Business Analysis, Budgets, Financial Reporting, Process Improvement, Auditing, Finance, SEC filings, Management, Risk Management, Corporate Finance, Internal Controls, Mergers & Acquisitions, Accounting, Strategic Financial..., Enterprise Risk..., Managerial Finance, Financial Modeling, US GAAP, Business Process..., Variance Analysis, Executive Management, SEC Filings
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Accounting
Mildred Brown's Ernst & Whinney Experience 1984 - 1987
Job Partner, Mowat Mackie & Anderson CPAs
Industry Accounting
Experience
Mowat Mackie & Anderson CPAs 1987 - Present
Ernst & Whinney 1984 - 1987
Calegari & Morris 1981 - 1984
Internal Revenue Service 1972 - 1980
Skills
Income Tax, Tax
Education
Golden Gate University
MS, Taxation
Stanford University
BA, History
Mowat Mackie & Anderson CPAs 1987 - Present
Ernst & Whinney 1984 - 1987
Calegari & Morris 1981 - 1984
Internal Revenue Service 1972 - 1980
Skills
Income Tax, Tax
Education
Golden Gate University
MS, Taxation
Stanford University
BA, History
Deanne Rodgers Tanksley's Ernst & Whinney Experience July 1988 - October 1992
Job Member The Gillon Group, PLLC
Industry Accounting
Experience
The Gillon Group PLLC October 2002 - Present
Smith Turner & Reeves 2004 - 2008
Deanne L. Rodgers-Tanksley, CPA October 1998 - October 2002
Mayer, Hoffman McCann October 1997 - August 1998
Kane, Marshall February 1993 - September 1997
Ernst & Whinney July 1988 - October 1992
Skills
Tax, Auditing, Accounting, Bookkeeping, GAAP, Financial Statements, CPA, Strategic Planning, Financial Reporting, Tax Preparation, Financial Accounting, Account Reconciliation, General Ledger, Customer Service, Microsoft Excel, Public Speaking, Management
Education
Hendrix College 1984 — 1988
Bachelor of Arts, Economics and Business with emphasis in Accounting
Ole Main High School 1982 — 1984
The Gillon Group PLLC October 2002 - Present
Smith Turner & Reeves 2004 - 2008
Deanne L. Rodgers-Tanksley, CPA October 1998 - October 2002
Mayer, Hoffman McCann October 1997 - August 1998
Kane, Marshall February 1993 - September 1997
Ernst & Whinney July 1988 - October 1992
Skills
Tax, Auditing, Accounting, Bookkeeping, GAAP, Financial Statements, CPA, Strategic Planning, Financial Reporting, Tax Preparation, Financial Accounting, Account Reconciliation, General Ledger, Customer Service, Microsoft Excel, Public Speaking, Management
Education
Hendrix College 1984 — 1988
Bachelor of Arts, Economics and Business with emphasis in Accounting
Ole Main High School 1982 — 1984
Colum Creed, CPA, FCA, CITP's Ernst & Whinney Experience 1979 - 1982
Job Principal Business Analyst at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Technical AnalystScribe Software2000 - 2001
Ernst & Whinney 1979 - 1982
Skills
SQL, XML, Gel, CA Clarity, Accounting, Reinsurance, Insurance, Property & Casualty..., Microsoft Office
Education
London Metropolitan University 1976 — 1979
Accountancy, Accountancy
London Metropolitan University 1976 — 1979
Accountancy, Accountancy
Suffolk University - Sawyer Business School
MBA, Business
Institute of Chartered Accountants in England and Wales
Chartered Accountant, Accountancy
Liberty Mutual Technical AnalystScribe Software2000 - 2001
Ernst & Whinney 1979 - 1982
Skills
SQL, XML, Gel, CA Clarity, Accounting, Reinsurance, Insurance, Property & Casualty..., Microsoft Office
Education
London Metropolitan University 1976 — 1979
Accountancy, Accountancy
London Metropolitan University 1976 — 1979
Accountancy, Accountancy
Suffolk University - Sawyer Business School
MBA, Business
Institute of Chartered Accountants in England and Wales
Chartered Accountant, Accountancy
Antoinette (Toni) Drda, CPA's Ernst & Whinney Experience June 1978 - June 1980
Job Finance/Accounting Professional
Industry Accounting
Experience
Goodrich Corporation January 2003 - August 2012
TRW Inc July 1980 - December 2002
Ernst & Whinney June 1978 - June 1980
Skills
U.S. GAAP, SEC Reporting, Mergers and Acquisitions, CPA-NC and OH, SOX Compliance, Budgeting and Forecast, Financial Reporting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Forecasting, SEC filings, Sarbanes-Oxley, Hyperion Enterprise, Cost Accounting, Variance Analysis, Consolidation, General Ledger, mergers and acquisitions, External Audit, Internal Controls, Internal Audit, CPA, Financial Accounting, Auditing, Cash Flow, Accounting, Account Reconciliation, Tax Accounting, Corporate Tax, Accruals, Mergers & Acquisitions, Hyperion, SEC Filings
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA
Kent State University 1974 — 1978
BBA, Accounting
Goodrich Corporation January 2003 - August 2012
TRW Inc July 1980 - December 2002
Ernst & Whinney June 1978 - June 1980
Skills
U.S. GAAP, SEC Reporting, Mergers and Acquisitions, CPA-NC and OH, SOX Compliance, Budgeting and Forecast, Financial Reporting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Forecasting, SEC filings, Sarbanes-Oxley, Hyperion Enterprise, Cost Accounting, Variance Analysis, Consolidation, General Ledger, mergers and acquisitions, External Audit, Internal Controls, Internal Audit, CPA, Financial Accounting, Auditing, Cash Flow, Accounting, Account Reconciliation, Tax Accounting, Corporate Tax, Accruals, Mergers & Acquisitions, Hyperion, SEC Filings
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA
Kent State University 1974 — 1978
BBA, Accounting
Frank Russo's Ernst & Whinney Experience June 1979 - May 1980
Job Managing Director and Audit Executive at GE Capital
Industry Financial Services
Experience
GE Capital May 2014 - Present
Deloitte & Touche LLP September 2005 - May 2014
ABN AMRO September 1999 - August 2005
BMO Capital Markets November 1996 - August 1999
Hibernia National Bank June 1992 - November 1996
United States Navy February 1981 - June 1990
Hibernia National Bank June 1980 - March 1981
Ernst & Whinney June 1979 - May 1980
Skills
Risk and Capital..., Banking, Commerical Banking, Credit Management, Management Consulting, Financial Risk, Risk Management, Portfolio Management, Project Management, Financial Analysis, ERM, Certified Public..., Commodity Markets, Strategy
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance
Loyola University New Orleans 1976 — 1979
BBA, Accounting
US Army War College 2003 — 2005
Master's Degree, Military and Strategic Leadership, N/A
GE Capital May 2014 - Present
Deloitte & Touche LLP September 2005 - May 2014
ABN AMRO September 1999 - August 2005
BMO Capital Markets November 1996 - August 1999
Hibernia National Bank June 1992 - November 1996
United States Navy February 1981 - June 1990
Hibernia National Bank June 1980 - March 1981
Ernst & Whinney June 1979 - May 1980
Skills
Risk and Capital..., Banking, Commerical Banking, Credit Management, Management Consulting, Financial Risk, Risk Management, Portfolio Management, Project Management, Financial Analysis, ERM, Certified Public..., Commodity Markets, Strategy
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance
Loyola University New Orleans 1976 — 1979
BBA, Accounting
US Army War College 2003 — 2005
Master's Degree, Military and Strategic Leadership, N/A
Beth Memolo's Ernst & Whinney Experience September 1982 - October 1983
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Kevin Lawlor's Ernst & Whinney Experience June 1979 - September 1982
Job Executive Vice President & COO at Fairfield University
Industry Defense & Space
Experience
Fairfield University 2013 - Present
AAR Corp December 2011 - July 2013
RBC Bearings September 2007 - October 2011
Hamilton Sundstrand September 2004 - November 2007
Hamilton Sundstrand June 1999 - September 2004
MIT June 1998 - June 1999
Hamilton Sundstrand June 1995 - May 1998
United Technologies Hamilton Division May 1987 - June 1995
Sikorsky Aircraft 1982 - 1987
Ernst & Whinney June 1979 - September 1982
Skills
Strategic Planning, Lean Manufacturing, Aerospace, Acquisition Integration, Manufacturing, Financial Management, Accounting, Cost Reduction, Due Diligence, Pricing, Business Strategy, Cross-functional Team..., Strategy Development, Operations Management, Restructuring, Contract Negotiations, Budgeting, International Business, Executive Management, Team Building, Contract Management, Valuation, P&L Management, Financial Analysis, Mergers, P&L, Negotiation, Operational Excellence, ERP, Turn Around Management, Machining, M&A experience, Corporate Tax, Budgets, Strategy, Mergers & Acquisitions, Process Improvement, Supply Chain Management, Business Process..., Change Management, Managerial Finance, Income Statement, Contract Negotiation, Leadership, Continuous Improvement, Program Management, Supply Chain, Finance, Six Sigma, Strategic Financial...
Education
University of New Haven 1999 — 2004
Masters, Taxation
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
MBA, Finance
Fairfield University 1975 — 1979
BS, Accounting
Notre Dame
Fairfield University 2013 - Present
AAR Corp December 2011 - July 2013
RBC Bearings September 2007 - October 2011
Hamilton Sundstrand September 2004 - November 2007
Hamilton Sundstrand June 1999 - September 2004
MIT June 1998 - June 1999
Hamilton Sundstrand June 1995 - May 1998
United Technologies Hamilton Division May 1987 - June 1995
Sikorsky Aircraft 1982 - 1987
Ernst & Whinney June 1979 - September 1982
Skills
Strategic Planning, Lean Manufacturing, Aerospace, Acquisition Integration, Manufacturing, Financial Management, Accounting, Cost Reduction, Due Diligence, Pricing, Business Strategy, Cross-functional Team..., Strategy Development, Operations Management, Restructuring, Contract Negotiations, Budgeting, International Business, Executive Management, Team Building, Contract Management, Valuation, P&L Management, Financial Analysis, Mergers, P&L, Negotiation, Operational Excellence, ERP, Turn Around Management, Machining, M&A experience, Corporate Tax, Budgets, Strategy, Mergers & Acquisitions, Process Improvement, Supply Chain Management, Business Process..., Change Management, Managerial Finance, Income Statement, Contract Negotiation, Leadership, Continuous Improvement, Program Management, Supply Chain, Finance, Six Sigma, Strategic Financial...
Education
University of New Haven 1999 — 2004
Masters, Taxation
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
MBA, Finance
Fairfield University 1975 — 1979
BS, Accounting
Notre Dame
Robert Hass's Ernst & Whinney Experience June 1972 - February 1977
Job Vice President at Amtech Systems, Inc.
Industry Semiconductors
Experience
Amtech Systems, Inc. May 1992 - Present
Amtech Systems, Inc. April 2006 - June 2013
Amtech Systems, Inc. May 1994 - April 2006
Hass & Associates 1991 - May 1992
Lifeshares Group, Inc. 1985 - 1991
The Victorio Company February 1984 - February 1985
Altamil Corporation 1977 - 1984
Ernst & Whinney June 1972 - February 1977
Skills
Auditing, Mergers, Accounting, Tax, Investor Relations, Risk Management, Corporate Finance, Strategic Planning, SEC filings, Strategy, Finance, Revenue Recognition, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Indiana University - Kelley School of Business 1968 — 1972
Bachelor's degree, Accounting
Amtech Systems, Inc. May 1992 - Present
Amtech Systems, Inc. April 2006 - June 2013
Amtech Systems, Inc. May 1994 - April 2006
Hass & Associates 1991 - May 1992
Lifeshares Group, Inc. 1985 - 1991
The Victorio Company February 1984 - February 1985
Altamil Corporation 1977 - 1984
Ernst & Whinney June 1972 - February 1977
Skills
Auditing, Mergers, Accounting, Tax, Investor Relations, Risk Management, Corporate Finance, Strategic Planning, SEC filings, Strategy, Finance, Revenue Recognition, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Indiana University - Kelley School of Business 1968 — 1972
Bachelor's degree, Accounting
David Gabovitch's Ernst & Whinney Experience 1981 - 1983
Job Vice President CFO Browning Investments
Industry Real Estate
Experience
BRICS May 2010 - Present
Browning Investments November 1983 - Present
Ernst & Whinney 1981 - 1983
Education
Indiana University Bloomington 1977 — 1981
BRICS May 2010 - Present
Browning Investments November 1983 - Present
Ernst & Whinney 1981 - 1983
Education
Indiana University Bloomington 1977 — 1981
Diana Terra Cecchini's Ernst & Whinney Experience 1985 - 1990
Job CFO, VP of Finance Korg USA. Inc.
Industry Wholesale
Experience
Korg USA August 1990 - Present
Ernst & Young August 1985 - August 1990
Ernst & Whinney 1985 - 1990
Education
Hofstra University 1991 — 1997
MBA, Finance
Hofstra University 1983 — 1985
BBA, Accounting
SUNY Oswego 1981 — 1983
Accounting
Korg USA August 1990 - Present
Ernst & Young August 1985 - August 1990
Ernst & Whinney 1985 - 1990
Education
Hofstra University 1991 — 1997
MBA, Finance
Hofstra University 1983 — 1985
BBA, Accounting
SUNY Oswego 1981 — 1983
Accounting
Allan Sutherland's Ernst & Whinney Experience 1976 - 1981
Job Sr VP Western Hemisphere Packaging Division, Fischbein LLC
Industry Machinery
Experience
Roberts PolyPro, Inc. January 1997 - March 2009
Northstar Aerospace (Formerly Derlan Industries Inc 1990 - 1997
Northstar Aerospace (Formerly Derlan Industries Inc.) 1987 - 1990
Cochrane-Dunlop limited 1982 - 1987
Ernst & Whinney 1976 - 1981
Skills
Entrepreneurship, Marketing Strategy, Manufacturing, New Business Development, Strategic Planning, Mergers & Acquisitions, Divestitures, Product Development, International Sales, Management, Sales Management, Cross-functional Team..., Team Building, Business Strategy, Packaging, Corporate Development, Lean Manufacturing, Project Management
Education
Ontario Institute Of Chartered Accountants 1979 — 1979
Chartered Accountant, Accounting
York University 1974 — 1976
MBA, Finance and Marketing
McGill University 1967 — 1971
Bachelor of Electrial Engineering, Electrical Engineering
Roberts PolyPro, Inc. January 1997 - March 2009
Northstar Aerospace (Formerly Derlan Industries Inc 1990 - 1997
Northstar Aerospace (Formerly Derlan Industries Inc.) 1987 - 1990
Cochrane-Dunlop limited 1982 - 1987
Ernst & Whinney 1976 - 1981
Skills
Entrepreneurship, Marketing Strategy, Manufacturing, New Business Development, Strategic Planning, Mergers & Acquisitions, Divestitures, Product Development, International Sales, Management, Sales Management, Cross-functional Team..., Team Building, Business Strategy, Packaging, Corporate Development, Lean Manufacturing, Project Management
Education
Ontario Institute Of Chartered Accountants 1979 — 1979
Chartered Accountant, Accounting
York University 1974 — 1976
MBA, Finance and Marketing
McGill University 1967 — 1971
Bachelor of Electrial Engineering, Electrical Engineering
Bill Deemer's Ernst & Whinney Experience May 1979 - May 1985
Job Accounting Professional
Industry Accounting
Experience
Memorial Health System Springfield, Il March 2009 - Present
The State Journal-Register 1985 - 2007
Ernst & Whinney May 1979 - May 1985
Skills
Accounting, Budgets, Auditing, Tax, Variance Analysis, Microsoft Office, Process Improvement, Fixed Assets, Financial Reporting, Financial Analysis, Microsoft Excel
Education
Illinois State University 1977 — 1979
Master of Science, Accounting
Illinois State University 1973 — 1977
Bachelor, Accounting
Memorial Health System Springfield, Il March 2009 - Present
The State Journal-Register 1985 - 2007
Ernst & Whinney May 1979 - May 1985
Skills
Accounting, Budgets, Auditing, Tax, Variance Analysis, Microsoft Office, Process Improvement, Fixed Assets, Financial Reporting, Financial Analysis, Microsoft Excel
Education
Illinois State University 1977 — 1979
Master of Science, Accounting
Illinois State University 1973 — 1977
Bachelor, Accounting
Lillian M. Hawkins's Ernst & Whinney Experience June 1987 - May 1988
Job President, GibbsNY at Career Education Corporation
Industry Education Management
Experience
CEC May 2009 - Present
CEC September 2008 - May 2009
CEC October 2005 - September 2008
Sylvan Learning 2001 - 2005
Sylvan Learning April 1998 - August 2001
Sylvan Learning April 1996 - April 1998
Northrup Grummon May 1988 - April 1996
Ernst & Whinney June 1987 - May 1988
Education
Walden University 2008 — 2009
MBA, Finance
Hampton University 1983 — 1987
BS, Accounting
Sarah M Roach
CEC May 2009 - Present
CEC September 2008 - May 2009
CEC October 2005 - September 2008
Sylvan Learning 2001 - 2005
Sylvan Learning April 1998 - August 2001
Sylvan Learning April 1996 - April 1998
Northrup Grummon May 1988 - April 1996
Ernst & Whinney June 1987 - May 1988
Education
Walden University 2008 — 2009
MBA, Finance
Hampton University 1983 — 1987
BS, Accounting
Sarah M Roach
Rick Bastyr's Ernst & Whinney Experience 1984 - 1987
Job CFO at FNBC Bank & Trust
Industry Financial Services
Experience
FNBC Bank & Trust November 1987 - Present
Ernst & Whinney 1984 - 1987
Education
The University of Chicago 1990 — 1992
MBA, Finance
Miami University 1980 — 1984
BS, Accounting
FNBC Bank & Trust November 1987 - Present
Ernst & Whinney 1984 - 1987
Education
The University of Chicago 1990 — 1992
MBA, Finance
Miami University 1980 — 1984
BS, Accounting
Brad Terryn's Ernst & Whinney Experience December 1978 - November 1981
Job Senior Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2006 - Present
Comerica November 1981 - March 2006
Ernst & Whinney December 1978 - November 1981
State of Michigan June 1977 - December 1978
Skills
Credit Analysis, Loans, Commercial Lending, Treasury Management, Underwriting, Commercial Banking, Credit Risk, Banking, Credit, Portfolio Management, Small Business Lending, Financial Analysis, Parent-child..., Middle Market, Strategic Planning, Loan Origination, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1976 — 1978
MBA, Accounting/Tax
Kalamazoo College 1972 — 1976
BA, Economics
JPMorgan Chase March 2006 - Present
Comerica November 1981 - March 2006
Ernst & Whinney December 1978 - November 1981
State of Michigan June 1977 - December 1978
Skills
Credit Analysis, Loans, Commercial Lending, Treasury Management, Underwriting, Commercial Banking, Credit Risk, Banking, Credit, Portfolio Management, Small Business Lending, Financial Analysis, Parent-child..., Middle Market, Strategic Planning, Loan Origination, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1976 — 1978
MBA, Accounting/Tax
Kalamazoo College 1972 — 1976
BA, Economics
Kim McCardwell's Ernst & Whinney Experience June 1986 - March 1988
Job Business Manager at McCardwel Inc.
Industry Real Estate
Experience
McCardwell, Inc. January 2007 - Present
The Anderson Group, Inc 1988 - 2007
Ernst & Whinney June 1986 - March 1988
Skills
Accounting, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting
Education
Anderson University
B.A., Accounting
Indiana University-Purdue University at Indianapolis
Master of Business Administration (M.B.A.), Finance, General
McCardwell, Inc. January 2007 - Present
The Anderson Group, Inc 1988 - 2007
Ernst & Whinney June 1986 - March 1988
Skills
Accounting, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting
Education
Anderson University
B.A., Accounting
Indiana University-Purdue University at Indianapolis
Master of Business Administration (M.B.A.), Finance, General
Kent Arkes's Ernst & Whinney Experience 1982 - 1983
Job Practice Director Healthcare at Pegasystems
Industry Information Technology and Services
Experience
Pegasystems January 2014 - Present
IBM Global Business Services May 2010 - January 2014
IBM Global Business Services October 2002 - April 2010
PricewaterhouseCoopers 1998 - 2003
Price Waterhouse 1983 - 1998
Ernst & Whinney 1982 - 1983
Skills
Business Transformation, Management Consulting, Leadership, Business Process..., Cross-functional Team..., IT Strategy, Insurance, Analytics, Program Management, Financial Services, CRM, Acquisition Integration, Consulting, Project Portfolio..., Change Management, Management, Outsourcing, Business Process, PMO, Professional Services, Business Development, Business Intelligence, Governance, Integration, Software Project..., Business Process Design
Education
Miami University 1978 — 1983
BS Applied Science, Systems Analysis
Pegasystems January 2014 - Present
IBM Global Business Services May 2010 - January 2014
IBM Global Business Services October 2002 - April 2010
PricewaterhouseCoopers 1998 - 2003
Price Waterhouse 1983 - 1998
Ernst & Whinney 1982 - 1983
Skills
Business Transformation, Management Consulting, Leadership, Business Process..., Cross-functional Team..., IT Strategy, Insurance, Analytics, Program Management, Financial Services, CRM, Acquisition Integration, Consulting, Project Portfolio..., Change Management, Management, Outsourcing, Business Process, PMO, Professional Services, Business Development, Business Intelligence, Governance, Integration, Software Project..., Business Process Design
Education
Miami University 1978 — 1983
BS Applied Science, Systems Analysis
Tat Skirvin's Ernst & Whinney Experience 1982 - 1988
Job VP Corp Finance at Arthur J. Gallagher
Industry Insurance
Experience
Arthur J. Gallagher July 2003 - Present
Ernst & Whinney 1982 - 1988
Skills
Financial Analysis, Management, Mergers & Acquisitions, Strategic Planning, Underwriting, Financial Modeling, Insurance, Risk Management, Corporate Finance, Finance, Financial Reporting, Sarbanes-Oxley Act, Accounting, Leadership, Process Improvement, Analysis, Strategic Financial..., Mergers
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Arthur J. Gallagher July 2003 - Present
Ernst & Whinney 1982 - 1988
Skills
Financial Analysis, Management, Mergers & Acquisitions, Strategic Planning, Underwriting, Financial Modeling, Insurance, Risk Management, Corporate Finance, Finance, Financial Reporting, Sarbanes-Oxley Act, Accounting, Leadership, Process Improvement, Analysis, Strategic Financial..., Mergers
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Steve Liggett's Ernst & Whinney Experience June 1989 - July 1989
Job Tivoli Engineer
Industry Financial Services
Experience
KeyCorp July 1993 - Present
Cap Gemini Ernst & Young July 1989 - July 1993
Ernst & Whinney June 1989 - July 1989
Skills
Databases, Incident Management, Automation, Systems Management, AIX, DB2, Unix, ITIL, Shell Scripting, Mainframe, Perl, SQL, Linux, Risk Management, Integration, Solution Architecture, Enterprise Architecture, Disaster Recovery
Education
Kent State University 1986 — 1989
Bachelor, Computer Science, Business Management
Kent State University
Bachelor's degree
KeyCorp July 1993 - Present
Cap Gemini Ernst & Young July 1989 - July 1993
Ernst & Whinney June 1989 - July 1989
Skills
Databases, Incident Management, Automation, Systems Management, AIX, DB2, Unix, ITIL, Shell Scripting, Mainframe, Perl, SQL, Linux, Risk Management, Integration, Solution Architecture, Enterprise Architecture, Disaster Recovery
Education
Kent State University 1986 — 1989
Bachelor, Computer Science, Business Management
Kent State University
Bachelor's degree
Edgar Keuling's Ernst & Whinney Experience 1979 - 1982
Job Owner, Keuling Gallery
Industry Fine Art
Experience
Keuling Gallery OwnerKeuling Law Firm LLC1996 - 2007
MicroHealth Systems Corp 1984 - 1987
KPMG Peat Marwick 1982 - 1984
Ernst & Whinney 1979 - 1982
Coopers & Lybrand 1973 - 1979
Education
University of Arkansas School of Law, Fayetteville 1990 — 1992
JD, Law
Florida State University 1970 — 1973
BS, Math, Physics, Accounting, Art
Keuling Gallery OwnerKeuling Law Firm LLC1996 - 2007
MicroHealth Systems Corp 1984 - 1987
KPMG Peat Marwick 1982 - 1984
Ernst & Whinney 1979 - 1982
Coopers & Lybrand 1973 - 1979
Education
University of Arkansas School of Law, Fayetteville 1990 — 1992
JD, Law
Florida State University 1970 — 1973
BS, Math, Physics, Accounting, Art
Bertrand Blanchette's Ernst & Whinney Experience 1980 - 1986
Job Owner, BerlieFalco Technologies Inc
Industry Machinery
Experience
Groupe Berlie-Falco Inc. September 2004 - Present
ONO 2001 - 2004
Optel Inc January 1997 - October 1999
Videotron UK September 1995 - December 1996
Groupe Videotron Inc May 1994 - December 1995
Heroux Devtek 1986 - May 1994
Ernst & Whinney 1980 - 1986
Skills
Business Strategy, Strategic Planning, New Business Development, Project Management, Business Process, Start-ups, Business Planning, Product Management, Mergers & Acquisitions, Finance, Product Development
Education
Université de Montréal - HEC Montréal 1977 — 1980
BAA
Groupe Berlie-Falco Inc. September 2004 - Present
ONO 2001 - 2004
Optel Inc January 1997 - October 1999
Videotron UK September 1995 - December 1996
Groupe Videotron Inc May 1994 - December 1995
Heroux Devtek 1986 - May 1994
Ernst & Whinney 1980 - 1986
Skills
Business Strategy, Strategic Planning, New Business Development, Project Management, Business Process, Start-ups, Business Planning, Product Management, Mergers & Acquisitions, Finance, Product Development
Education
Université de Montréal - HEC Montréal 1977 — 1980
BAA
Greg Orcutt's Ernst & Whinney Experience August 1984 - June 1987
Job Owner of Orcutt & Company and Author
Industry Accounting
Experience
Orcutt & Company, CPA's, Ltd. February 1993 - Present
Six Steps to Small Business Success November 2011 - Present
Southwestern Ohio Steel, Inc. June 1989 - February 1994
Ernst & Whinney August 1984 - June 1987
Skills
Published Author, Tax, Small Business, Accounting, Payroll, Financial Reporting, Management Consulting, Strategic Planning, Auditing, QuickBooks, Payroll Taxes, CPA, Corporate Tax, Financial Statements, Finance, Employee Benefits, Income Tax, Insurance, Partnership Taxation, Tax Returns, Managerial Finance, Investments, Business Planning, Financial Analysis, Sales Tax, Tax Preparation, Preparation, Bookkeeping, Team Building, Strategic Financial..., IRS, Budgets, Management, Accountants, LLC, Tax Accounting, S Corporations, Financial Planners, Tax Research, GAAP
Education
Xavier University 1989 — 1991
MBA, Finance
Elmhurst College 1980 — 1984
Accounting, Accounting
Orcutt & Company, CPA's, Ltd. February 1993 - Present
Six Steps to Small Business Success November 2011 - Present
Southwestern Ohio Steel, Inc. June 1989 - February 1994
Ernst & Whinney August 1984 - June 1987
Skills
Published Author, Tax, Small Business, Accounting, Payroll, Financial Reporting, Management Consulting, Strategic Planning, Auditing, QuickBooks, Payroll Taxes, CPA, Corporate Tax, Financial Statements, Finance, Employee Benefits, Income Tax, Insurance, Partnership Taxation, Tax Returns, Managerial Finance, Investments, Business Planning, Financial Analysis, Sales Tax, Tax Preparation, Preparation, Bookkeeping, Team Building, Strategic Financial..., IRS, Budgets, Management, Accountants, LLC, Tax Accounting, S Corporations, Financial Planners, Tax Research, GAAP
Education
Xavier University 1989 — 1991
MBA, Finance
Elmhurst College 1980 — 1984
Accounting, Accounting
Jean Eckelkamp's Ernst & Whinney Experience 1984 - 1987
Job Global Product Development Furniture Finance Manager at Steelcase
Industry Business Supplies and Equipment
Experience
Steelcase September 2014 - Present
Steelcase March 2011 - August 2014
Steelcase September 2009 - March 2011
Steelcase Inc September 2004 - September 2009
St. John Vianney 1990 - 1994
Ernst & Young 1984 - 1987
Ernst & Whinney 1984 - 1987
Grand Valley State University 1981 - 1984
Skills
Cost Accounting, SAP, Sarbanes-Oxley Act, Financial Reporting, Forecasting, SAP BW, Financial Accounting, Accounting, General Ledger, SAP R/3, Managerial Finance, Financial Analysis, Budgets, Process Improvement, Variance Analysis, Finance, ERP, Manufacturing, Continuous Improvement, Auditing
Education
Grand Valley State University 1981 — 1984
BBA, Accounting
Steelcase September 2014 - Present
Steelcase March 2011 - August 2014
Steelcase September 2009 - March 2011
Steelcase Inc September 2004 - September 2009
St. John Vianney 1990 - 1994
Ernst & Young 1984 - 1987
Ernst & Whinney 1984 - 1987
Grand Valley State University 1981 - 1984
Skills
Cost Accounting, SAP, Sarbanes-Oxley Act, Financial Reporting, Forecasting, SAP BW, Financial Accounting, Accounting, General Ledger, SAP R/3, Managerial Finance, Financial Analysis, Budgets, Process Improvement, Variance Analysis, Finance, ERP, Manufacturing, Continuous Improvement, Auditing
Education
Grand Valley State University 1981 — 1984
BBA, Accounting
Cheryl Wise's Ernst & Whinney Experience June 1980 - September 1986
Job Controller at GIS Solutions, Inc.
Industry Accounting
Experience
GIS Solutions, Inc. September 1999 - Present
Horace Mann October 1986 - December 1996
Ernst & Whinney June 1980 - September 1986
Skills
Financial Analysis, Auditing, Microsoft Excel, Financial Reporting, Business Analysis, Budgets
Education
Illinois State University 1976 — 1980
BS, accounting
GIS Solutions, Inc. September 1999 - Present
Horace Mann October 1986 - December 1996
Ernst & Whinney June 1980 - September 1986
Skills
Financial Analysis, Auditing, Microsoft Excel, Financial Reporting, Business Analysis, Budgets
Education
Illinois State University 1976 — 1980
BS, accounting
algertha diggs's Ernst & Whinney Experience July 1976 - March 1984
Job .
Industry Accounting
Experience
self employed September 2009 - Present
City of Oviedo (Florida) May 2011 - February 2013
Kissimmee Utility Authority January 2000 - April 2007
Kissimmee Utility Authority March 1997 - January 2000
Kansas City KS Board of Public Utilities March 1984 - March 1997
Ernst & Whinney July 1976 - March 1984
Skills
Accounting, Auditing, Financial Analysis, Budgets, Analysis, Internal Controls, Internal Audit, Finance, Microsoft Excel, CPA, Financial Statements, Microsoft Office
Education
University of Missouri-Kansas City 1985 — 1988
MBA Masters, management
Hampton University 1974 — 1976
B.S., accounting
Brunswick Junior College 1973 — 1974
A.S., Business
self employed September 2009 - Present
City of Oviedo (Florida) May 2011 - February 2013
Kissimmee Utility Authority January 2000 - April 2007
Kissimmee Utility Authority March 1997 - January 2000
Kansas City KS Board of Public Utilities March 1984 - March 1997
Ernst & Whinney July 1976 - March 1984
Skills
Accounting, Auditing, Financial Analysis, Budgets, Analysis, Internal Controls, Internal Audit, Finance, Microsoft Excel, CPA, Financial Statements, Microsoft Office
Education
University of Missouri-Kansas City 1985 — 1988
MBA Masters, management
Hampton University 1974 — 1976
B.S., accounting
Brunswick Junior College 1973 — 1974
A.S., Business
Gregory Peaslee's Ernst & Whinney Experience 1982 - 1985
Job Executive Vice President and CAO at UPMC
Industry Hospital & Health Care
Experience
UPMC August 1987 - Present
Ernst & Whinney 1982 - 1985
Education
Duquesne University 1978 — 1982
BS Business administration
UPMC August 1987 - Present
Ernst & Whinney 1982 - 1985
Education
Duquesne University 1978 — 1982
BS Business administration
Don Broderick's Ernst & Whinney Experience August 1983 - May 1987
Job Director Tax at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance September 2006 - Present
Midwest Security Insurance Companies September 2003 - July 2006
Nationwide Insurance Company July 1988 - September 2003
Price Waterhouse May 1987 - July 1988
Ernst & Whinney August 1983 - May 1987
Skills
Tax, Financial Reporting, Forecasting, Accounting, Budgets, Internal Controls, Finance, GAAP, Auditing, Leadership, Insurance, Process Improvement, Sarbanes-Oxley Act, Management, Mergers & Acquisitions, Property & Casualty..., Business Analysis
Education
University of Wisconsin-Oshkosh 2007 — 2011
Master of Business Adminstration
Indiana State University - Scott College of Business 1979 — 1983
B. S., Accounting
Sentry Insurance September 2006 - Present
Midwest Security Insurance Companies September 2003 - July 2006
Nationwide Insurance Company July 1988 - September 2003
Price Waterhouse May 1987 - July 1988
Ernst & Whinney August 1983 - May 1987
Skills
Tax, Financial Reporting, Forecasting, Accounting, Budgets, Internal Controls, Finance, GAAP, Auditing, Leadership, Insurance, Process Improvement, Sarbanes-Oxley Act, Management, Mergers & Acquisitions, Property & Casualty..., Business Analysis
Education
University of Wisconsin-Oshkosh 2007 — 2011
Master of Business Adminstration
Indiana State University - Scott College of Business 1979 — 1983
B. S., Accounting
Bruce Messenger's Ernst & Whinney Experience 1988 - 1989
Job Utility Sector Lead Great Lakes Region at Sogeti
Industry Utilities
Experience
Sogeti August 2013 - Present
Messenger Consulting, LLC May 2013 - August 2013
American Electric Power August 2010 - May 2013
American Electric Power May 2002 - August 2010
Messenger Consulting March 1993 - May 2002
Clinton Gas Marketing August 1989 - March 1993
Ernst & Whinney 1988 - 1989
JP Stevens & Co 1984 - 1987
Skills
Process Improvement, Energy, Business Analysis, Business Process..., Project Planning, Management, Enterprise Software, Budgets, Commodity Markets, Integration, Smart Grid, Program Management, Change Management, IT Strategy, SDLC, Project Management, Natural Gas, Enterprise Architecture, Business Process, Document Management, Business Intelligence, Leadership, Project Portfolio..., Requirements Gathering, IT Management, Risk Management, SharePoint, Analysis, IT Service Management, Software Development, Data Warehousing, Strategy, Data Center, Consulting, Analytics, Product Management, Business Strategy, SOA, Strategic Planning, PMO, PMP, Information Technology, Requirements Analysis, Vendor Management, Executive Management, Visio, Governance, Business Objects, ERP, Team Building
Education
Furman University 1980 — 1984
BA, Comp Sci / Bus; Accounting
Sogeti August 2013 - Present
Messenger Consulting, LLC May 2013 - August 2013
American Electric Power August 2010 - May 2013
American Electric Power May 2002 - August 2010
Messenger Consulting March 1993 - May 2002
Clinton Gas Marketing August 1989 - March 1993
Ernst & Whinney 1988 - 1989
JP Stevens & Co 1984 - 1987
Skills
Process Improvement, Energy, Business Analysis, Business Process..., Project Planning, Management, Enterprise Software, Budgets, Commodity Markets, Integration, Smart Grid, Program Management, Change Management, IT Strategy, SDLC, Project Management, Natural Gas, Enterprise Architecture, Business Process, Document Management, Business Intelligence, Leadership, Project Portfolio..., Requirements Gathering, IT Management, Risk Management, SharePoint, Analysis, IT Service Management, Software Development, Data Warehousing, Strategy, Data Center, Consulting, Analytics, Product Management, Business Strategy, SOA, Strategic Planning, PMO, PMP, Information Technology, Requirements Analysis, Vendor Management, Executive Management, Visio, Governance, Business Objects, ERP, Team Building
Education
Furman University 1980 — 1984
BA, Comp Sci / Bus; Accounting
Barry Elkins's Ernst & Whinney Experience November 1983 - August 1988
Job Chief Financial Officer at Southerland, Inc
Industry Financial Services
Experience
Southerland, Inc July 2013 - Present
Direct General Insurance January 1993 - April 2006
Direct General Corporation 1993 - 2006
Direct General Corporation 1993 - 2006
Direct Insurance Company 1993 - 2006
Faulkner, Mackie & Cochran, CPA August 1988 - January 1993
Ernst & Young December 1983 - August 1988
Ernst & Whinney November 1983 - August 1988
Education
Lipscomb University 1980 — 1983
BS, Accounting, Business Management and Computer Science
Southerland, Inc July 2013 - Present
Direct General Insurance January 1993 - April 2006
Direct General Corporation 1993 - 2006
Direct General Corporation 1993 - 2006
Direct Insurance Company 1993 - 2006
Faulkner, Mackie & Cochran, CPA August 1988 - January 1993
Ernst & Young December 1983 - August 1988
Ernst & Whinney November 1983 - August 1988
Education
Lipscomb University 1980 — 1983
BS, Accounting, Business Management and Computer Science
Tom Flecher's Ernst & Whinney Experience 1984 - 1989
Job Project Director at Mirifex
Industry Information Technology and Services
Experience
Mirifex 2002 - Present
Capgemini Consulting 1989 - 2002
Capgemini 1984 - 2002
Ernst & Whinney 1984 - 1989
DuPont 1981 - 1984
Goodrich 1977 - 1980
Skills
Vendor Management, IT Strategy, Program Management, Process Improvement, Project Management, SDLC, Business Analysis, Business Intelligence, PMP, Business Process..., PMO
Education
Indiana University Bloomington 1981 — 1982
MBA, Business - MIS
Indiana University of Pennsylvania 1973 — 1977
BA, systems Analysis - MIS
Mirifex 2002 - Present
Capgemini Consulting 1989 - 2002
Capgemini 1984 - 2002
Ernst & Whinney 1984 - 1989
DuPont 1981 - 1984
Goodrich 1977 - 1980
Skills
Vendor Management, IT Strategy, Program Management, Process Improvement, Project Management, SDLC, Business Analysis, Business Intelligence, PMP, Business Process..., PMO
Education
Indiana University Bloomington 1981 — 1982
MBA, Business - MIS
Indiana University of Pennsylvania 1973 — 1977
BA, systems Analysis - MIS
R. Charles Book, CPA's Ernst & Whinney Experience February 1988 - July 1989
Job Closely Held Asset Management
Industry Capital Markets
Experience
J.P. Morgan July 2011 - Present
Red Capital Group March 2003 - June 2011
Brisben Development, Inc. January 2000 - April 2003
Brisben Development, Inc. January 1996 - April 2003
National City Bank January 1993 - December 1995
National City Bank May 1991 - March 1993
Ernst & Whinney February 1988 - July 1989
Grant Thornton July 1986 - January 1988
Skills
Real Estate Development, Commercial Lending, Affordable Housing, Financial Reporting, Capital Markets, Private Equity, Budgets, Forecasting, Cash Flow, Bonds, Risk Management, Credit Analysis, Securities, Real Estate Transactions, Strategic Planning, Real Estate Financing, Mergers, Series 7, Investment Banking, Commercial Real Estate
Education
Pennsylvania State University Smeal College of Business 1989 — 1991
MBA
Miami University 1984 — 1986
B.S.
Westminster College (PA) 1982 — 1984
Transfer
J.P. Morgan July 2011 - Present
Red Capital Group March 2003 - June 2011
Brisben Development, Inc. January 2000 - April 2003
Brisben Development, Inc. January 1996 - April 2003
National City Bank January 1993 - December 1995
National City Bank May 1991 - March 1993
Ernst & Whinney February 1988 - July 1989
Grant Thornton July 1986 - January 1988
Skills
Real Estate Development, Commercial Lending, Affordable Housing, Financial Reporting, Capital Markets, Private Equity, Budgets, Forecasting, Cash Flow, Bonds, Risk Management, Credit Analysis, Securities, Real Estate Transactions, Strategic Planning, Real Estate Financing, Mergers, Series 7, Investment Banking, Commercial Real Estate
Education
Pennsylvania State University Smeal College of Business 1989 — 1991
MBA
Miami University 1984 — 1986
B.S.
Westminster College (PA) 1982 — 1984
Transfer
Ron Drobny's Ernst & Whinney Experience 1984 - 1987
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Finance GroupCisco Capital2000 - 2001
Ernst & Whinney 1984 - 1987
Skills
Credit Analysis, Commercial Banking, Banking, Portfolio Management, Financial Modeling, Business Development, Capital Markets, Credit, Financial Analysis, Strategic Planning, Leadership, Corporate Finance, Treasury Management, Finance, Risk Management, Mergers & Acquisitions
Education
The University of Chicago 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
B.S., Accounting
Bank of America Finance GroupCisco Capital2000 - 2001
Ernst & Whinney 1984 - 1987
Skills
Credit Analysis, Commercial Banking, Banking, Portfolio Management, Financial Modeling, Business Development, Capital Markets, Credit, Financial Analysis, Strategic Planning, Leadership, Corporate Finance, Treasury Management, Finance, Risk Management, Mergers & Acquisitions
Education
The University of Chicago 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
B.S., Accounting
Kathy Hassett's Ernst & Whinney Experience August 1981 - March 1985
Job Experienced Financial Manager, CPA
Industry Accounting
Experience
Rampart Hydro Services, L.P. June 2010 - Present
N.A. Water Systems September 2009 - April 2010
Solid State Measurements, Inc. August 1987 - April 2009
American Cimflex / Cimflex Teknowledge March 1985 - August 1987
Ernst & Whinney August 1981 - March 1985
Skills
CPA, Internal Controls, Accounting, Budgets, Cash Flow, Finance, Financial Statements, Auditing, Forecasting, Start-ups, Business Planning, Executive Management, GAAP
Education
Indiana University of Pennsylvania 1977 — 1981
BS, Accounting
Rampart Hydro Services, L.P. June 2010 - Present
N.A. Water Systems September 2009 - April 2010
Solid State Measurements, Inc. August 1987 - April 2009
American Cimflex / Cimflex Teknowledge March 1985 - August 1987
Ernst & Whinney August 1981 - March 1985
Skills
CPA, Internal Controls, Accounting, Budgets, Cash Flow, Finance, Financial Statements, Auditing, Forecasting, Start-ups, Business Planning, Executive Management, GAAP
Education
Indiana University of Pennsylvania 1977 — 1981
BS, Accounting
Bob Kowalewski's Ernst & Whinney Experience June 1976 - June 1980
Job Senior Director Internal Audit at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren September 2002 - Present
Belk July 1990 - August 2002
The Limited December 1986 - June 1990
Marathon Manufacturing June 1980 - December 1986
Ernst & Whinney June 1976 - June 1980
Education
University of Houston - Clear Lake 1981 — 1985
MS, Finance
Marshall University 1973 — 1976
BBA, Accounting
Ralph Lauren September 2002 - Present
Belk July 1990 - August 2002
The Limited December 1986 - June 1990
Marathon Manufacturing June 1980 - December 1986
Ernst & Whinney June 1976 - June 1980
Education
University of Houston - Clear Lake 1981 — 1985
MS, Finance
Marshall University 1973 — 1976
BBA, Accounting
Marilyn Padon's Ernst & Whinney Experience 1979 - 1981
Job Manager of the The Learning CenterLearning Management System, Instructional Design, and the Technology Learning Center
Industry Information Technology and Services
Experience
Office of Technology, State of West Virginia 1988 - Present
Key Centurion Bancshares 1985 - 1988
Columbia Gas System Services Corporation 1981 - 1985
Ernst & Whinney 1979 - 1981
Skills
Instructional Design, Training, Learning Management..., Technology Training, Microsoft Master..., Program Management, Management, Leadership, Microsoft Office, Public Speaking
Education
University of Massachusetts Boston
Master of Education (MEd) - Instructional Design
The University of Charleston
Master of Science, Educational Computing
Eastern Kentucky University
Bachelor of Business Administration (BBA), Accounting
Office of Technology, State of West Virginia 1988 - Present
Key Centurion Bancshares 1985 - 1988
Columbia Gas System Services Corporation 1981 - 1985
Ernst & Whinney 1979 - 1981
Skills
Instructional Design, Training, Learning Management..., Technology Training, Microsoft Master..., Program Management, Management, Leadership, Microsoft Office, Public Speaking
Education
University of Massachusetts Boston
Master of Education (MEd) - Instructional Design
The University of Charleston
Master of Science, Educational Computing
Eastern Kentucky University
Bachelor of Business Administration (BBA), Accounting
Andy Moock's Ernst & Whinney Experience 1980 - 1986
Job Exec V.P. at InVue Security
Industry Business Supplies and Equipment
Experience
InVue Security Products Inc 1986 - Present
Ernst & Whinney 1980 - 1986
Skills
Consumer Electronics, Sales Management, New Business Development
Education
Miami University 1977 — 1980
B.S., Systems Analysis
InVue Security Products Inc 1986 - Present
Ernst & Whinney 1980 - 1986
Skills
Consumer Electronics, Sales Management, New Business Development
Education
Miami University 1977 — 1980
B.S., Systems Analysis
Celia Surface-Bruder's Ernst & Whinney Experience 1980 - 1983
Job VP Primary Care Division at Indiana University Health Physicians
Industry Hospital & Health Care
Experience
Indiana University Health Physicians March 2012 - Present
IU Medical Group - Primary Care July 1996 - March 2012
Wishard Health Services July 1983 - July 1996
Ernst & Whinney 1980 - 1983
Education
Indiana University Bloomington 1976 — 1980
Bachelors, Accounting
Indiana University Health Physicians March 2012 - Present
IU Medical Group - Primary Care July 1996 - March 2012
Wishard Health Services July 1983 - July 1996
Ernst & Whinney 1980 - 1983
Education
Indiana University Bloomington 1976 — 1980
Bachelors, Accounting
John Marsico's Ernst & Whinney Experience March 1987 - March 1989
Job Experienced Financial and Operational Professional
Industry Hospital & Health Care
Experience
The Commonwealth Medical College July 2012 - Present
Chesapeake Benefit Partners June 2011 - July 2012
Scranton-Temple Residency Program February 2010 - June 2011
Lackawanna County Workforce Investment Board April 2009 - July 2010
Rav-Tec Consulting, Inc. June 2006 - March 2009
Site2, LLC 2009 - 2009
Prudential Financial August 1991 - March 2006
Parente Randolph December 1989 - June 1991
Ernst & Whinney March 1987 - March 1989
Mercy Health Partners 1983 - 1987
Skills
Quantitative and..., SunGard OMNI Business..., Retirement Services, Business Analysis, Process Improvement, Customer Relations, Excel, Risk Management, Problem Solving, Accounting, Analysis, Word, Financial Analysis, Customer Service, Retirement, Microsoft Excel, Lean & 6 Sigma Green..., Training, Budgets, Project Management, Management, Strategy, Financial Reporting, Employee Benefits, Microsoft Word, Auditing, Account Reconciliation, Research, Data Analysis
Education
Marywood University 1993 — 1997
MBA, Finance & Investment
University of Scranton 1983 — 1987
BS, Accounting
The Commonwealth Medical College July 2012 - Present
Chesapeake Benefit Partners June 2011 - July 2012
Scranton-Temple Residency Program February 2010 - June 2011
Lackawanna County Workforce Investment Board April 2009 - July 2010
Rav-Tec Consulting, Inc. June 2006 - March 2009
Site2, LLC 2009 - 2009
Prudential Financial August 1991 - March 2006
Parente Randolph December 1989 - June 1991
Ernst & Whinney March 1987 - March 1989
Mercy Health Partners 1983 - 1987
Skills
Quantitative and..., SunGard OMNI Business..., Retirement Services, Business Analysis, Process Improvement, Customer Relations, Excel, Risk Management, Problem Solving, Accounting, Analysis, Word, Financial Analysis, Customer Service, Retirement, Microsoft Excel, Lean & 6 Sigma Green..., Training, Budgets, Project Management, Management, Strategy, Financial Reporting, Employee Benefits, Microsoft Word, Auditing, Account Reconciliation, Research, Data Analysis
Education
Marywood University 1993 — 1997
MBA, Finance & Investment
University of Scranton 1983 — 1987
BS, Accounting
Lee DeGrasse's Ernst & Whinney Experience January 1978 - October 1980
Job Manager at Hill Schwartz Spilker Keller LLC
Industry Financial Services
Experience
Hill Schwartz Spilker Keller LLC ManagerHSSK LLC2001 - Present
HSSK Group 1997 - Present
Ernst & Whinney January 1978 - October 1980
Skills
Litigation Support, Litigation Consulting, Forensic Accounting, Accounting, Business Valuation
Education
Indiana University Bloomington 1972 — 1978
BS, Accounting
Hill Schwartz Spilker Keller LLC ManagerHSSK LLC2001 - Present
HSSK Group 1997 - Present
Ernst & Whinney January 1978 - October 1980
Skills
Litigation Support, Litigation Consulting, Forensic Accounting, Accounting, Business Valuation
Education
Indiana University Bloomington 1972 — 1978
BS, Accounting
Jim Crampton's Ernst & Whinney Experience January 1986 - June 1990
Job Vice President at OneAmerica
Industry Insurance
Experience
OneAmerica March 2005 - Present
Conseco June 1990 - March 2005
Ernst & Whinney January 1986 - June 1990
Skills
Corporate Tax, Financial Analysis, Tax, Process Improvement, Risk Management, Financial Planning, Leadership, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Management, Financial Reporting, Insurance, Internal Controls
Education
Indiana University Bloomington
BS, Accounting
Indiana University Bloomington
Bachelor's degree, Accounting
OneAmerica March 2005 - Present
Conseco June 1990 - March 2005
Ernst & Whinney January 1986 - June 1990
Skills
Corporate Tax, Financial Analysis, Tax, Process Improvement, Risk Management, Financial Planning, Leadership, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Management, Financial Reporting, Insurance, Internal Controls
Education
Indiana University Bloomington
BS, Accounting
Indiana University Bloomington
Bachelor's degree, Accounting
Howard S. Smotkin's Ernst & Whinney Experience May 1986 - October 1989
Job Shareholder at Stone, Leyton & Gershman, A Professional Corporation
Industry Legal Services
Experience
Stone, Leyton & Gershman, A Professional Corporation January 1997 - Present
BAMSL May 1991 - April 2013
McBrearty & Smotkin, LLC October 1994 - December 1996
Riezman & Blitz, P.C. October 1989 - October 1994
Ernst & Whinney May 1986 - October 1989
Skills
Bankruptcy, Corporate Law, Real Estate, Restructuring, Tax Law, Non-profits, Finance, Creditors' Rights, Trade Secrets, Nonprofits, Business Transactions, Chapter 11
Education
Saint Louis University School of Law 1983 — 1986
J.D., Cum Laude
Franklin & Marshall College 1978 — 1982
A.B., Accounting, Economics
Stone, Leyton & Gershman, A Professional Corporation January 1997 - Present
BAMSL May 1991 - April 2013
McBrearty & Smotkin, LLC October 1994 - December 1996
Riezman & Blitz, P.C. October 1989 - October 1994
Ernst & Whinney May 1986 - October 1989
Skills
Bankruptcy, Corporate Law, Real Estate, Restructuring, Tax Law, Non-profits, Finance, Creditors' Rights, Trade Secrets, Nonprofits, Business Transactions, Chapter 11
Education
Saint Louis University School of Law 1983 — 1986
J.D., Cum Laude
Franklin & Marshall College 1978 — 1982
A.B., Accounting, Economics
Gloria G. Williams's Ernst & Whinney Experience 1980 - 1985
Job Controller State of CT Office of The Treasurer
Industry Accounting
Experience
State of Connecticut Office of The Treasurer March 2012 - Present
Sun Life Financial December 2010 - April 2011
Hartford Life 2007 - 2009
Travelers Investment Management Company (TIMCO) 1987 - 2006
Barnes Group, Inc. 1985 - 1986
Ernst & Whinney 1980 - 1985
Skills
Accounting, Compliance, Financial Reporting, GAAP, Financial Analysis, SOX, General Ledger, Audit, Investments, Auditing, Budgeting, Forecasting, Internal Controls, Excel, SEC reporting, Financial Accounting, Quickbooks, Word, PowerPoint, Non-profits, Microsoft Office, Asset Management, Corporate Finance, QuickBooks, Financial Statements
Education
Merrimack College 1976 — 1980
BSBA, Accounting
State of Connecticut Office of The Treasurer March 2012 - Present
Sun Life Financial December 2010 - April 2011
Hartford Life 2007 - 2009
Travelers Investment Management Company (TIMCO) 1987 - 2006
Barnes Group, Inc. 1985 - 1986
Ernst & Whinney 1980 - 1985
Skills
Accounting, Compliance, Financial Reporting, GAAP, Financial Analysis, SOX, General Ledger, Audit, Investments, Auditing, Budgeting, Forecasting, Internal Controls, Excel, SEC reporting, Financial Accounting, Quickbooks, Word, PowerPoint, Non-profits, Microsoft Office, Asset Management, Corporate Finance, QuickBooks, Financial Statements
Education
Merrimack College 1976 — 1980
BSBA, Accounting
Anthony Mauro's Ernst & Whinney Experience 1984 - 1989
Job Chief Financial Officer at Dexia Credit Local
Industry Banking
Experience
Dexia Credit Local July 2006 - Present
Bank Leumi USA July 1993 - June 2006
Continental Bank 1989 - 1993
Ernst & Whinney 1984 - 1989
Skills
Accounting, Asset Management, Banking, Capital Markets, Cash Flow Forecasting, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Institutions, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, IFRS, Internal Audit, Management, Risk Management, Securities, Structured Finance, Treasury, Treasury Management, Valuation
Education
Hofstra University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Dexia Credit Local July 2006 - Present
Bank Leumi USA July 1993 - June 2006
Continental Bank 1989 - 1993
Ernst & Whinney 1984 - 1989
Skills
Accounting, Asset Management, Banking, Capital Markets, Cash Flow Forecasting, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Institutions, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, IFRS, Internal Audit, Management, Risk Management, Securities, Structured Finance, Treasury, Treasury Management, Valuation
Education
Hofstra University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Doug Hamilton's Ernst & Whinney Experience July 1984 - June 1987
Job Vice President & General Manager at WNCN TV
Industry Broadcast Media
Experience
WNCN - TV May 2012 - Present
WNCN - TV September 1994 - May 2012
WLFL - TV July 1987 - September 1994
Ernst & Whinney July 1984 - June 1987
Skills
Broadcast, Television, Budgets, Social Media, Strategic Planning, Digital Media, Public Speaking, Public Relations, New Media, Marketing, Leadership, Event Planning, Advertising, Social Media Marketing, Media Relations, Management, Editing, Broadcast Television, Fundraising, Video Editing
Education
East Carolina University - College of Business 1980 — 1984
BSA, Accounting
WNCN - TV May 2012 - Present
WNCN - TV September 1994 - May 2012
WLFL - TV July 1987 - September 1994
Ernst & Whinney July 1984 - June 1987
Skills
Broadcast, Television, Budgets, Social Media, Strategic Planning, Digital Media, Public Speaking, Public Relations, New Media, Marketing, Leadership, Event Planning, Advertising, Social Media Marketing, Media Relations, Management, Editing, Broadcast Television, Fundraising, Video Editing
Education
East Carolina University - College of Business 1980 — 1984
BSA, Accounting
John Varvaris's Ernst & Whinney Experience 1987 - 1994
Job Executive VP and CFO at Best Doctors
Industry Insurance
Experience
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Mark Schoenfeld's Ernst & Whinney Experience September 1986 - December 1987
Job Manager Revenue Administration at Shearman and Sterling
Industry Law Practice
Experience
Shearman and Sterling August 2009 - Present
Mercer July 1995 - August 2009
Sothebys September 1988 - June 1995
Ernst & Whinney September 1986 - December 1987
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Internal Controls, Finance, Managerial Finance
Education
Lehigh University 1982 — 1986
BS, Accounting
Shearman and Sterling August 2009 - Present
Mercer July 1995 - August 2009
Sothebys September 1988 - June 1995
Ernst & Whinney September 1986 - December 1987
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Internal Controls, Finance, Managerial Finance
Education
Lehigh University 1982 — 1986
BS, Accounting
Peter Malick's Ernst & Whinney Experience June 1977 - December 1978
Job Tax Partner, Frattali & Salem, LLP
Industry Accounting
Experience
Frattali & Salem, LLP June 2002 - Present
Peter Benson Malick, CPA February 1989 - June 2002
Nigro Karlin & Segal September 1981 - February 1989
Cohen & Weir an Acctcy Corp December 1978 - June 1980
Ernst & Whinney June 1977 - December 1978
Skills
Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Accounting, Forensic Accounting, Financial Reporting, Auditing, International Tax, Bookkeeping, QuickBooks, Tax Preparation, Strategic Financial..., Tax Research, IRS, Due Diligence, Tax Advisory, CPA, Partnership Taxation, Preparation, Trusts, Restructuring, Financial Planners, Tax Law, GAAP
Education
Golden Gate University 1983 — 1985
Master of Science, Taxation
UCLA 1975 — 1980
Bachelor of Arts, Economics
Frattali & Salem, LLP June 2002 - Present
Peter Benson Malick, CPA February 1989 - June 2002
Nigro Karlin & Segal September 1981 - February 1989
Cohen & Weir an Acctcy Corp December 1978 - June 1980
Ernst & Whinney June 1977 - December 1978
Skills
Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Accounting, Forensic Accounting, Financial Reporting, Auditing, International Tax, Bookkeeping, QuickBooks, Tax Preparation, Strategic Financial..., Tax Research, IRS, Due Diligence, Tax Advisory, CPA, Partnership Taxation, Preparation, Trusts, Restructuring, Financial Planners, Tax Law, GAAP
Education
Golden Gate University 1983 — 1985
Master of Science, Taxation
UCLA 1975 — 1980
Bachelor of Arts, Economics
Barbara Baker's Ernst & Whinney Experience July 1983 - August 1985
Job Controller at Patent Properties, Inc.
Industry Accounting
Experience
Patent Properties, Inc. May 2015 - Present
Lawyers Group Advertising, Inc. August 2012 - May 2015
Coastal Point Development March 2005 - November 2012
Fifth Square Partners August 2005 - July 2011
Tradeout.com November 1998 - September 2000
Full Circle Recyclers November 1992 - November 1998
NYNEX Business Centers August 1985 - January 1989
Ernst & Whinney July 1983 - August 1985
Skills
Accounting, Finance, Budgets, Corporate Finance, Management, GAAP, CPA, Mergers & Acquisitions, Internal Controls, Strategic Planning, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, Financial Analysis, Account Reconciliation, US GAAP
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Science, Accounting
Patent Properties, Inc. May 2015 - Present
Lawyers Group Advertising, Inc. August 2012 - May 2015
Coastal Point Development March 2005 - November 2012
Fifth Square Partners August 2005 - July 2011
Tradeout.com November 1998 - September 2000
Full Circle Recyclers November 1992 - November 1998
NYNEX Business Centers August 1985 - January 1989
Ernst & Whinney July 1983 - August 1985
Skills
Accounting, Finance, Budgets, Corporate Finance, Management, GAAP, CPA, Mergers & Acquisitions, Internal Controls, Strategic Planning, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, Financial Analysis, Account Reconciliation, US GAAP
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Science, Accounting
Lynn Kimmel-Johnson's Ernst & Whinney Experience August 1980 - December 1984
Job EVP at Brown & Brown Program Insurance Services, Inc.
Industry Insurance
Experience
CalSurance Associates, A division of Brown & Brown Program Insurance Services, Inc. October 2007 - Present
Lancer Claims Services December 2005 - Present
CalSurance Associates January 1992 - December 2005
The CalSurance Companies November 1986 - January 1992
Assistant Vice President January 1985 - November 1986
Ernst & Whinney August 1980 - December 1984
Skills
Financial Services, Professional Liability, Health Insurance, Employee Benefits, Property & Casualty..., Underwriting, Employment Practices..., Risk Management, Captives, Casualty, Insurance, Commercial Insurance, General Insurance, Liability, D&O, Brokers, Life Insurance, Legal Liability, Disability Insurance, Reinsurance, Claim, Umbrella Insurance, Commercial Lines, Workers Compensation
Education
Loyola Marymount University 1976 — 1980
BS, Accounting
CalSurance Associates, A division of Brown & Brown Program Insurance Services, Inc. October 2007 - Present
Lancer Claims Services December 2005 - Present
CalSurance Associates January 1992 - December 2005
The CalSurance Companies November 1986 - January 1992
Assistant Vice President January 1985 - November 1986
Ernst & Whinney August 1980 - December 1984
Skills
Financial Services, Professional Liability, Health Insurance, Employee Benefits, Property & Casualty..., Underwriting, Employment Practices..., Risk Management, Captives, Casualty, Insurance, Commercial Insurance, General Insurance, Liability, D&O, Brokers, Life Insurance, Legal Liability, Disability Insurance, Reinsurance, Claim, Umbrella Insurance, Commercial Lines, Workers Compensation
Education
Loyola Marymount University 1976 — 1980
BS, Accounting
glenn firestone's Ernst & Whinney Experience 1980 - 1986
Job Managing Director, Global Head Commission Management at CLSA
Industry Investment Banking
Experience
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
Laura Robb's Ernst & Whinney Experience 1980 - 1985
Job Financial Executive
Industry Food & Beverages
Experience
Hostess Brands 1986 - 2011
Ernst & Whinney 1980 - 1985
Skills
Forecasting, P&L, Sarbanes-Oxley Act, Grocery, Inventory Management, Financial Reporting, General Ledger, Retail, Income Statement, P&L Management, Cost Accounting, Microsoft Excel, Pricing, Internal Controls, Accounts Receivable, SAP, Accounting, Budgets, Consumer Products, Auditing, GAAP, Accounts Payable, Bakery, Financial Analysis, National Accounts, BRC, Strategic Planning
Education
Kansas State University 1976 — 1980
B.S. - Accounting
Hostess Brands 1986 - 2011
Ernst & Whinney 1980 - 1985
Skills
Forecasting, P&L, Sarbanes-Oxley Act, Grocery, Inventory Management, Financial Reporting, General Ledger, Retail, Income Statement, P&L Management, Cost Accounting, Microsoft Excel, Pricing, Internal Controls, Accounts Receivable, SAP, Accounting, Budgets, Consumer Products, Auditing, GAAP, Accounts Payable, Bakery, Financial Analysis, National Accounts, BRC, Strategic Planning
Education
Kansas State University 1976 — 1980
B.S. - Accounting
Mary Juliano's Ernst & Whinney Experience 1981 - 1986
Job Chief Financial Officer at McGowan & Company, Inc.
Industry Insurance
Experience
McGowan & Company, Inc. June 1999 - Present
Arthur Andersen / Financial Professional Services, Inc. 1991 - 1999
Ernst & Whinney 1981 - 1986
Skills
Risk Management, Insurance, Property & Casualty..., Workers Compensation, Reinsurance, Commercial Insurance, Professional Liability, Casualty Insurance, Strategic Planning, Legal Liability, Umbrella Insurance
Education
University of Wisconsin-Madison - School of Business 1979 — 1981
MBA, Accounting
Lawrence University 1972 — 1976
BA, French
McGowan & Company, Inc. June 1999 - Present
Arthur Andersen / Financial Professional Services, Inc. 1991 - 1999
Ernst & Whinney 1981 - 1986
Skills
Risk Management, Insurance, Property & Casualty..., Workers Compensation, Reinsurance, Commercial Insurance, Professional Liability, Casualty Insurance, Strategic Planning, Legal Liability, Umbrella Insurance
Education
University of Wisconsin-Madison - School of Business 1979 — 1981
MBA, Accounting
Lawrence University 1972 — 1976
BA, French
James Anders, Jr.'s Ernst & Whinney Experience 1985 - 1986
Job Chairman of the Board at Riderwood Village Retirement Community
Industry Hospital & Health Care
Experience
Riderwood Village Retirement Community January 2002 - Present
Oakcrest Village Retirement Community January 1997 - Present
Kennedy Krieger Institute November 1986 - Present
Active Managed Fund - of Put and Call Options 1999 - 2011
Ernst & Whinney 1985 - 1986
Eastern Stainless Steel 1978 - 1984
Education
University of Baltimore 1983 — 1988
MBA, Business
Loyola University Maryland 1973 — 1978
Bachelor, Accounting
Kenwood High
Riderwood Village Retirement Community January 2002 - Present
Oakcrest Village Retirement Community January 1997 - Present
Kennedy Krieger Institute November 1986 - Present
Active Managed Fund - of Put and Call Options 1999 - 2011
Ernst & Whinney 1985 - 1986
Eastern Stainless Steel 1978 - 1984
Education
University of Baltimore 1983 — 1988
MBA, Business
Loyola University Maryland 1973 — 1978
Bachelor, Accounting
Kenwood High
Lou Ann Simmons's Ernst & Whinney Experience 1987 - 1989
Job Accounting Professional
Industry Accounting
Experience
Veyance Technologies, Inc. 2007 - 2009
Grant Thornton LLP 2005 - 2006
Eaton Corporation 1997 - 2005
Beechmont Country Club 1991 - 1997
ERnst & Whinney 1987 - 1989
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Auditing, Employee Benefits, Financial Accounting, Internal Controls, General Ledger, Accounting, Internal Audit, Financial Reporting, US GAAP, Fixed Assets, Cost Accounting, GAAP, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley, Accounts Payable
Education
Kent State University
BBA, Accounting
Weatherhead School of Management at Case Western Reserve University
MNO, Nonprofit Organizations
Veyance Technologies, Inc. 2007 - 2009
Grant Thornton LLP 2005 - 2006
Eaton Corporation 1997 - 2005
Beechmont Country Club 1991 - 1997
ERnst & Whinney 1987 - 1989
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Auditing, Employee Benefits, Financial Accounting, Internal Controls, General Ledger, Accounting, Internal Audit, Financial Reporting, US GAAP, Fixed Assets, Cost Accounting, GAAP, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley, Accounts Payable
Education
Kent State University
BBA, Accounting
Weatherhead School of Management at Case Western Reserve University
MNO, Nonprofit Organizations
Tom Neuschaefer's Ernst & Whinney Experience June 1968 - January 1978
Job
Industry Financial Services
Experience
Associated BancCorp May 1997 - February 2000
First Financial Corporation March 1988 - May 1997
National Savings Bank January 1978 - March 1988
Ernst & Whinney June 1968 - January 1978
Education
Marquette University 1964 — 1968
Bachelor’s Degree, Accounting and Finance
Associated BancCorp May 1997 - February 2000
First Financial Corporation March 1988 - May 1997
National Savings Bank January 1978 - March 1988
Ernst & Whinney June 1968 - January 1978
Education
Marquette University 1964 — 1968
Bachelor’s Degree, Accounting and Finance
Jeffery Rasmussen's Ernst & Whinney Experience June 1980 - April 1985
Job Senior Tax Counsel at Tax Executives Institute
Industry Nonprofit Organization Management
Experience
Tax Executives Institute May 1991 - December 2014
Ecolab April 1985 - April 1991
Ernst & Whinney June 1980 - April 1985
Skills
International Tax, Corporate Tax, Tax Law, Transfer Pricing, Tax, Tax Accounting, Tax Research, Tax Advisory, Due Diligence, Income Tax, Property Tax, Cross-border..., Sales Tax, Financial Analysis, Restructuring, Corporate Finance, IFRS, Auditing, Legal Writing, Sarbanes-Oxley Act, Mergers & Acquisitions, Accounting, Corporate Governance, Finance, Legal Research, SEC filings, Legislation
Education
John Cook School of Business at Saint Louis University 1976 — 1980
Master of Business Administration (M.B.A.), Accounting
St Louis University School of Law 1976 — 1980
Doctor of Law (J.D.)
St John's University Collegeville, MN 1972 — 1976
Bachelor of Arts (B.A.), Government
Tax Executives Institute May 1991 - December 2014
Ecolab April 1985 - April 1991
Ernst & Whinney June 1980 - April 1985
Skills
International Tax, Corporate Tax, Tax Law, Transfer Pricing, Tax, Tax Accounting, Tax Research, Tax Advisory, Due Diligence, Income Tax, Property Tax, Cross-border..., Sales Tax, Financial Analysis, Restructuring, Corporate Finance, IFRS, Auditing, Legal Writing, Sarbanes-Oxley Act, Mergers & Acquisitions, Accounting, Corporate Governance, Finance, Legal Research, SEC filings, Legislation
Education
John Cook School of Business at Saint Louis University 1976 — 1980
Master of Business Administration (M.B.A.), Accounting
St Louis University School of Law 1976 — 1980
Doctor of Law (J.D.)
St John's University Collegeville, MN 1972 — 1976
Bachelor of Arts (B.A.), Government
Pete Foss's Ernst & Whinney Experience January 1984 - August 1986
Job Manager, Software Support at CCH Tax & Accounting; Wolters Kluwer Tax & Accounting
Industry Accounting
Experience
Wolters Kluwer Financial Services Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
CCH Computax August 1986 - August 1995
Ernst & Whinney January 1984 - August 1986
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis, Corporate Tax, Income Tax, Financial Accounting, SaaS
Education
University of Idaho 1975 — 2000
Bachelor of Science (B.S.), Accounting
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Wolters Kluwer Financial Services Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
CCH Computax August 1986 - August 1995
Ernst & Whinney January 1984 - August 1986
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis, Corporate Tax, Income Tax, Financial Accounting, SaaS
Education
University of Idaho 1975 — 2000
Bachelor of Science (B.S.), Accounting
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Charles Hartman's Ernst & Whinney Experience July 1984 - April 1985
Job Associate Professor of Business Law and Accounting at Cedarville University
Industry Higher Education
Experience
Cedarville University March 1989 - Present
Kellogg Company May 1985 - December 1988
Ernst & Whinney July 1984 - April 1985
Skills
Teaching, Accounting, Higher Education, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Dayton School of Law 1994 — 1997
Doctor of Law (J.D.)
Michigan State University
Master of Business Administration (MBA), Professional Accounting
Michigan State University
Bachelor of Arts (B.A.), Professional Accounting
Cedarville University March 1989 - Present
Kellogg Company May 1985 - December 1988
Ernst & Whinney July 1984 - April 1985
Skills
Teaching, Accounting, Higher Education, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Dayton School of Law 1994 — 1997
Doctor of Law (J.D.)
Michigan State University
Master of Business Administration (MBA), Professional Accounting
Michigan State University
Bachelor of Arts (B.A.), Professional Accounting
Mary C Mink's Ernst & Whinney Experience 1985 - 1987
Job Accounting Manager at The Cleveland Foundation
Industry Accounting
Experience
Kaiser Foundation Health Plan of Ohio May 2008 - March 2013
Northeast Ohio Regional Sewer District May 1993 - December 2007
Contract accountant 1992 - 1993
Riser Foods, Inc. 1990 - 1991
St. John Hospital 1989 - 1990
Meridia Huron Hospital 1987 - 1989
Ernst & Whinney 1985 - 1987
Carlisle Retailers, Inc. 1981 - 1985
Salvia, Schaffner and Bigelow 1979 - 1981
Skills
Accounting, Financial..., Financial Reporting, Sarbanes-Oxley, Internal Controls, General Ledger, Accounting, Variance Analysis, GAAP, Auditing, Accounts Payable, Account Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting, Finance, Tax, CPA, PeopleSoft, Financial Statements, Revenue Recognition, Fixed Assets, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
Gannon University
Bachelor of Science (B.S.)
Kaiser Foundation Health Plan of Ohio May 2008 - March 2013
Northeast Ohio Regional Sewer District May 1993 - December 2007
Contract accountant 1992 - 1993
Riser Foods, Inc. 1990 - 1991
St. John Hospital 1989 - 1990
Meridia Huron Hospital 1987 - 1989
Ernst & Whinney 1985 - 1987
Carlisle Retailers, Inc. 1981 - 1985
Salvia, Schaffner and Bigelow 1979 - 1981
Skills
Accounting, Financial..., Financial Reporting, Sarbanes-Oxley, Internal Controls, General Ledger, Accounting, Variance Analysis, GAAP, Auditing, Accounts Payable, Account Reconciliation, Financial Analysis, Accounts Receivable, Financial Accounting, Finance, Tax, CPA, PeopleSoft, Financial Statements, Revenue Recognition, Fixed Assets, US GAAP, SEC filings, Sarbanes-Oxley Act
Education
Gannon University
Bachelor of Science (B.S.)
Frank Simio's Ernst & Whinney Experience 1983 - 1985
Job Vice President for Finance at Fordham University
Industry Higher Education
Experience
Fordham University 2000 - Present
National Baseball Hall of Fame 1994 - 2000
Major League Baseball 1993 - 1994
Major League Baseball 1990 - 1993
Major League Baseball 1985 - 1990
Ernst & Whinney 1983 - 1985
Skills
Financial Modeling, Nonprofits, Higher Education, Economics, Financial Analysis, Budgets, Event Management, Leadership, Strategic Planning, Student Affairs
Education
Fordham University
Fordham University 2000 - Present
National Baseball Hall of Fame 1994 - 2000
Major League Baseball 1993 - 1994
Major League Baseball 1990 - 1993
Major League Baseball 1985 - 1990
Ernst & Whinney 1983 - 1985
Skills
Financial Modeling, Nonprofits, Higher Education, Economics, Financial Analysis, Budgets, Event Management, Leadership, Strategic Planning, Student Affairs
Education
Fordham University
Tom Ostrander's Ernst & Whinney Experience May 1972 - August 1975
Job Personal Investments
Industry Financial Services
Experience
Personal Investments August 2015 - Present
U.S. Alliance Paper March 2013 - August 2015
GCA Savvian January 2011 - March 2015
LiveAutographs.com March 2009 - December 2010
Banc of America Securities November 2006 - June 2008
Westmoreland Coal Company July 1995 - August 2007
Salomon Brothers/Citigroup March 1989 - September 2006
Kidder Peabody July 1976 - February 1989
Ernst & Whinney May 1972 - August 1975
Skills
Investment Banking, Governance, Equity Capital Markets, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Private Equity, Strategy, Investments, Venture Capital, IPO, Capital Raising, Capital Markets, Business Development, Corporate Development, LBO, Private Placements, Financial Modeling, Due Diligence, M&A experience, Financial Structuring, Alternative Investments, Emerging Markets, Equities, Hedge Funds, Restructuring, Business Valuation
Education
Harvard Business School 1974 — 1976
Master of Business Administration (M.B.A.), General management/Finance/Strategy, With Distinction (Top 10%)
University of Michigan 1968 — 1972
A.B. Literature, Science & Arts, Economics/Accounting, Cum Laude
Personal Investments August 2015 - Present
U.S. Alliance Paper March 2013 - August 2015
GCA Savvian January 2011 - March 2015
LiveAutographs.com March 2009 - December 2010
Banc of America Securities November 2006 - June 2008
Westmoreland Coal Company July 1995 - August 2007
Salomon Brothers/Citigroup March 1989 - September 2006
Kidder Peabody July 1976 - February 1989
Ernst & Whinney May 1972 - August 1975
Skills
Investment Banking, Governance, Equity Capital Markets, Mergers & Acquisitions, Finance, Corporate Finance, Valuation, Private Equity, Strategy, Investments, Venture Capital, IPO, Capital Raising, Capital Markets, Business Development, Corporate Development, LBO, Private Placements, Financial Modeling, Due Diligence, M&A experience, Financial Structuring, Alternative Investments, Emerging Markets, Equities, Hedge Funds, Restructuring, Business Valuation
Education
Harvard Business School 1974 — 1976
Master of Business Administration (M.B.A.), General management/Finance/Strategy, With Distinction (Top 10%)
University of Michigan 1968 — 1972
A.B. Literature, Science & Arts, Economics/Accounting, Cum Laude
Nancy M. (Wieczorek) Smith's Ernst & Whinney Experience December 1983 - May 1987
Job Accounting Assistant at Goldberg Financial Advisory Services
Industry Entertainment
Experience
Goldberg Financial Advisory Services March 2015 - Present
Hard Rock Rocksino Northfield Park January 2014 - February 2015
Singleton & Co. January 1998 - January 2014
Riemer, Blum & Co. June 1987 - June 1996
Ernst & Whinney December 1983 - May 1987
Skills
Tax Preparation, Bookkeeping, Payroll Taxes, Financial Statements, QuickBooks, Quicken, Learning Quickly
Education
Lakeland Community College 1981 — 1983
Associates Degree, Legal Secretarial Science
Goldberg Financial Advisory Services March 2015 - Present
Hard Rock Rocksino Northfield Park January 2014 - February 2015
Singleton & Co. January 1998 - January 2014
Riemer, Blum & Co. June 1987 - June 1996
Ernst & Whinney December 1983 - May 1987
Skills
Tax Preparation, Bookkeeping, Payroll Taxes, Financial Statements, QuickBooks, Quicken, Learning Quickly
Education
Lakeland Community College 1981 — 1983
Associates Degree, Legal Secretarial Science