Ernst & Young LLP
Industry: Company
DescriptionErnst & Young is a multinational professional services firm headquartered in London, England, United Kingdom. EY is one of the largest professional services firms in the world and is one of the "Big Four" accounting firms. CEO: Mark Weinberger (1 Jul 2013–) Headquarters: London Revenue: 34.8 billion USD (2018) Number of employees: 260,000 (2018) Founded: 1989, England Subsidiaries: Ernst & Young Private Limited, Ernst & Young UK,
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Ernst & Young LLP Employees
The University of Chicago September 2014 - May 2015
Swartz-Retson & Co. March 2014 - June 2014
The Ross Group, Inc. - Portage, IN April 2013 - January 2014
Prudential Partners May 2005 - October 2008
Ernst & Young LLP April 2001 - July 2002
Deloitte & Touche LLP September 1994 - April 2001
Deloitte and Touche LLP September 1997 - September 1998
Deloitte & Touche LLP September 1994 - September 1997
Skills
Customer Service, Event Planning, Leadership, Social Media, Sales, Budgets, Administrative..., Facebook, Public Speaking, Event Management, Social Networking, Newsletters, Microsoft Office, Hiring, Time Management, PowerPoint, Process Scheduler, Research, Microsoft Word, Microsoft Excel, Outlook, Data Entry, Consulting, Journalism, Office Administration, Proofreading, Restaurants, Risk Assessment, Writing, Compliance, Payroll, Blogging, Proposal Writing, Construction, Tax Returns, Human Resources, Employee Management, Interview Preparation, Database Administration, Data Analysis, Personnel Records, Expense Reports, Business Travel, Travel Planning, Executive..., Executive Calendar..., Policies & Procedures..., HR Policies, Higher Education, Workers Compensation
Education
Wayne State University 1996 — 1999
Master of Arts Degree, Organizational Communication, Public Relations
Eastern Illinois University 1986 — 1990
Bachelor of Arts Degree, Journalism
Indiana University-Northwest 2012 — 2012
Adult Education Class, Event Planning, N/A
Forsythe Technology October 2014 - Present
HP Enterprise Security Services June 2013 - July 2014
HP Enterprise Security Services January 2012 - May 2013
Federal Home Loan Bank of Chicago August 2011 - January 2012
HSBC December 2009 - May 2011
Wells Fargo Funds Management LLC December 2006 - December 2009
Takeda Pharmaceuticals April 2006 - November 2006
Johnson Controls January 2002 - January 2006
Netigy Corporation August 2000 - November 2001
Ernst & Young LLP June 1999 - August 2000
Skills
Security, Identity Management, Application Security, CISSP, Enterprise Architecture, Pre-sales, IAM, Managed Security..., Security Consulting, Information Security, Computer Security, Information Security..., Risk Management, Network Security, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA
Rensselaer Polytechnic Institute 1975 — 1979
BS
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
Federal Reserve Bank of Chicago July 2001 - Present
Northwestern University School of Law 1999 - July 2001
Ameritech Corporation 1998 - 1999
Ernst & Young LLP August 1996 - September 1998
Skills
Risk Management, Process Improvement, Risk Assessment, Project Management, Change Management, Analysis, Leadership, Banking, Operations Management, Program Management, Management, Training, Business Analysis, Team Building, Strategic Planning, Budgets, Customer Service, Coaching, Business Process...
Education
University of Chicago Graham School of Continuing Liberal and Professional Studies 2013 — 2014
Strategic Project Management Certificate, Project Management
DePaul University 2003 — 2006
Bachelor's, Business Management, 4.0
West Technical High School
LMC Solutions / Austin HR January 2007 - Present
MediaTek August 2010 - March 2011
Freescale Semiconductor June 2008 - June 2009
NXP Semiconductors March 2007 - November 2007
Silicon Laboratories July 2004 - March 2007
Flextronics November 2000 - October 2002
Deloitte & Touche January 1999 - November 2000
Ernst & Young LLP 1997 - 1999
World Concern & International Training & Development Institute March 1993 - December 1996
Thunderbird School of Global Management June 1991 - May 1992
Skills
International HR..., Leadership Development, Merger & Acquisition..., HR Generalist, Coaching, Mergers
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management (MIM), International Business
Eastern Washington University 1984 — 1988
BA, International Affairs
Ernst & Young LLP June 1992 - Present
EY June 1979 - Present
Skills
Accounting, Financial Analysis, Due Diligence, Internal Controls, Mergers & Acquisitions, Business Valuation, SEC filings, Financial Reporting, Tax, Healthcare Consulting
Education
DePaul University 1976 — 1979
Bachelor's Degree, Accounting
Job Match Assessment, Inc. July 2002 - Present
Ernst & Young / CGE&Y / Capgemini 1995 - 2002
Ernst & Young LLP 1995 - 2002
Cap Gemini Ernst & Young 1995 - 2002
Lever Brothers 1989 - 1995
Safelite AutoGlass August 1985 - December 1988
Skills
Talent Management, Human Resources, Recruiting, Training, Testing, Leadership, Employee Relations, Leadership Development, Onboarding, Succession Planning, Team Leadership, Employee Benefits, Talent Acquisition, Organizational..., Hiring, Management, HRIS, Public Speaking, Team Building, Performance Management, Personnel Management, New Business Development, Time Management, Change Management, Interviews, Career Development, Deferred Compensation, Metrics, Consulting, Process Improvement, Coaching, Strategy, Organizational Design, Business Development, Networking, Program Management, Executive Coaching, Vendor Management, Benefits Administration, Management Consulting, Applicant Tracking..., Predictive Analytics, Benchmarking, System Administration, Employee Training, Workforce Planning, Employee Engagement, College Recruiting, Employee Assessment, Organizational...
Education
Saint Louis University 1992 — 1995
M.B.A, Business Administration and Management, General
Emporia State University 1979 — 1983
B.S., Psychology
Ernst & Young LLP July 2014 - Present
Ernst & Young LLP October 2008 - June 2014
Ernst & Young July 1999 - September 2008
Skills
Government Contracting, Government Pricing, Pricing, Pharmaceutical Industry, Managed Care, Internal Audit, Medicaid, Financial Modeling, Due Diligence, Financial Analysis, Process Improvement, Cross-functional Team..., Forecasting, Business Process..., Program Management, Leadership, Corporate Governance
Education
Duke University 1995 — 1999
BA, Art History
Deerfield Academy 1993 — 1995
Ernst & Young LLP July 2007 - Present
Livonia Chamber of Commerce May 2002 - July 2007
Skills
Strategic Communications, Strategic Planning, Project Management, Strategy, Marketing Communications, Leadership
Education
Eastern Michigan University 2002 — 2004
Master of Arts, Communication
Grand Valley State University 2000 — 2002
Bachelor of Arts, Communication
LOFT August 2011 - April 2015
Safeboot, a McAfee Company January 2007 - August 2008
Neighborhood America May 2005 - November 2006
Ernst & Young LLP June 1999 - October 2004
Skills
Marketing Communications, Developing Client..., Project Management, Copywriting, Newsletters, Press Releases, Marketing, Business Development, Editing, Public Relations, Product Management, Public Speaking, Trade Shows, Strategic Planning, Sales Management, Microsoft Excel, Corporate Communications, Microsoft Word, Strategic Communications, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Research, Advertising, Digital Marketing, Strategy, Social Media Marketing, Leadership, Technical Writing
Education
Lehigh University 1990 — 1994
Bachelor's, English and Communications
Emerson College
MA Writing and Publishing
Ericsson (Strategy Consulting Division, inCode) July 2014 - Present
Ericsson (Strategy Consulting Division, inCode) July 2012 - July 2014
BLH Venture Partners September 2011 - April 2012
Ernst & Young LLP June 2011 - August 2011
Wipro Technologies June 2007 - July 2010
Wipro Technologies August 2005 - May 2007
Patni Computer Systems June 2003 - July 2005
Skills
Strategy, Competitive Analysis, Financial Modeling, Financial Analysis, Business Strategy, Valuation, Business Development, Start-ups, Management Consulting, Venture Capital, Business Analysis, Mergers & Acquisitions, Telecommunications, Analysis, Market Research, Business Planning, Analytics, Management, Business Process, Leadership, Team Management, Project Management, Project Planning, Equity Research, Investments, Finance, Cross-functional Team..., Product Management, Product Development
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance & Strategy
University of Pune 1998 — 2002
Bachelor of Engineering (B.E.), Industrial Electronics
Blue-Grace Group LLC July 2010 - Present
Calamos Real Estate LLC March 2009 - June 2010
Brunswick Bowling & Billiards May 2005 - March 2009
Brunswick Corporation - Omni Fitness subsidiary July 2003 - May 2005
Brunswick Corporation January 2002 - July 2003
Bally Total Fitness Corporation February 1997 - January 2002
Ernst & Young LLP September 1991 - February 1997
Premark International February 1994 - August 1996
Skills
Managerial Finance, Accounting, Corporate Finance, Mergers, Forecasting, Pricing, Financial Analysis, Strategic Planning, Executive Management, Process Improvement, Income Statement, Business Strategy, Business Planning, Budgets, Contract Negotiation, Business Development, Operations Management, Acquisition Integration, Team Building, Start-ups, Auditing, Mergers & Acquisitions, Finance, Transportation, Sales Management, Acquisitions, Negotiation, P&L Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Management & Strategy
DePaul University 1987 — 1991
BS, Accounting
CRaKN March 2014 - Present
Capstory February 2014 - Present
Queen City Angels June 2013 - Present
Making Everlasting Memories 1998 - December 2012
The Loewen Group International, Inc. 1995 - 1998
The Sheakley Group of Companies, Inc. 1994 - 1995
The Frederic H. Mayerson Group 1992 - 1994
College of Mount St. Joseph 1986 - 1993
Chiquita Brands International, Inc. 1990 - 1992
Ernst & Young LLP 1985 - 1990
Education
University of Notre Dame 2009 — 2011
Master of Business Administration (MBA)
Eastern Kentucky University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting
Northwestern University
Certificate Program, Mergers and Acquisitions
Always On Stanford Summit 2004 — 2011
Moeller High Scool
High School
Towers Watson May 2015 - Present
Ernst & Young LLP July 2007 - May 2015
Skills
Talent Management, Human Resources, Management, Management Consulting, Consulting, Performance Management, Financial Analysis, Leadership, Recruiting, Project Management, Financial Modeling, PeopleSoft
Education
Emory University - Goizueta Business School 2003 — 2007
Business, Finance, Consulting & Venture Management
Hubbell November 2013 - Present
EY October 2013 - November 2013
Ernst & Young August 2012 - September 2013
Ernst & Young (Advisiry) Ltd. November 2010 - April 2012
Ernst & Young LLP October 2010 - November 2010
Ernst & Young LLP October 2008 - September 2010
Ernst & Young LLP January 2007 - September 2008
Skills
Corporate Tax, Tax Accounting, Tax, US GAAP, Income Tax, Accounting, FIN 48, FAS 5, OneSource, CPA, IFRS, Auditing, Sarbanes-Oxley Act, ASC 740, FAS 109
Education
Fairfield University 2007 — 2009
Masters, Masters of Science in Taxation
Fairfield University 2003 — 2007
BS, Accounting
Jonathan Law High School 1999 — 2003
PepsiAmericas November 2008 - Present
Robert Half International March 2008 - May 2008
Medtronic March 2008 - May 2008
Ernst & Young August 2006 - September 2007
Ernst & Young LLP August 2006 - September 2007
Ernst & Young LLP June 2006 - July 2006
Federal Agency (FDIC) June 2002 - February 2006
Federal Deposit Insurance Corporation May 2001 - June 2002
Skills
XP, Technical Support, Credit, Operating Systems, Active Directory, Troubleshooting, Financial Analysis, Banking
Education
Robert Morris University - Illinois
Bachelor of Business Administration with a, Computer Network Specialist
MacCormac College
Associate, Applied Science
DeVry University
Bachelor of Science, Information Technology
CVS Health January 2011 - Present
CVS Caremark Corporation 2002 - 2011
Ernst & Young LLP 1998 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Process Improvement, Internal Controls, Sarbanes-Oxley, Auditing, Financial Analysis, Financial Reporting, Forecasting, Pharmacy Benefit..., Pharmacy, Risk Assessment, Policy, Enterprise Risk..., IT Audit, SEC filings, Managed Care, Accounting, Risk Management, Governance, Quality Auditing, Training, Business Process..., HIPAA, Hyperion Enterprise, US GAAP, SAS70, Medicare Part D, Pharmacy Automation, CISA, CPA, GAAP, Consolidation, Finance, Financial Audits, Revenue Recognition, Acquisition Integration, Executive Management, Variance Analysis, P&L, Cross-functional Team..., Managerial Finance, PeopleSoft, Mergers & Acquisitions, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA - Finance
DePaul University
BS Accounting
Ernst & Young LLP 2013 - Present
Houlihan Lokey 2008 - 2013
Morgan Stanley 2003 - 2008
Barclays Capital 1999 - 2003
Bankers Trust Co 1992 - 1999
Skills
Mergers & Acquisitions, Equities, Structured Products, Hedge Funds, Valuation, Financial Modeling, Business Valuation, Financial Analysis, Alternative Investments, Private Equity, Due Diligence, Derivatives, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, M&A experience
Education
Duke University
MBA, Finance and Accounting
University of Delaware
Bachelor of Arts, Biology
Tableau Software January 2015 - Present
Tableau Software April 2014 - December 2014
Informatica January 2014 - April 2014
Informatica January 2010 - December 2013
Informatica Corporation October 2008 - December 2009
Informatica March 2006 - September 2008
Informatica July 2003 - February 2006
Informatica March 2002 - June 2003
Informatica January 2000 - February 2002
Ernst & Young LLP August 1995 - December 1999
Skills
SaaS, ETL, EAI, ERP, Sales, Management, Data Integration, Enterprise Software, Master Data Management, Business Intelligence, EII, Data Quality, Solution Architecture, New Business Development, Business Process, Data Governance, Big Data, Project Management, Cold Calling, Data Warehousing, Integration, Requirements Analysis, IT Strategy, Strategy, CRM, Informatica, Professional Services, Leadership, Sales Operations, Sales Management, Product Management, Salesforce.com, Pre-sales, Databases, Data Modeling, Sales Process, Cloud Computing, Analytics, Business Intelligence..., Mobile Devices, SDLC, Consulting, SOA, Strategic Partnerships, Solution Selling, Enterprise Architecture, Business Alliances, Go-to-market Strategy, Telecommunications, Software Industry
Education
Indiana University of Pennsylvania 1990 — 1992
B.S., Management Information Systems
Duquesne University 1988 — 1990
Katz School of Business
Seton LaSalle 1984 — 1988
Milestone April 2015 - Present
Ernst & Young March 2013 - April 2015
Barclays Capital January 2010 - March 2013
Ernst & Young LLP September 2006 - January 2010
Citigroup January 2005 - August 2005
Advent Software May 2001 - January 2004
JPMorgan January 2000 - January 2001
Skills
Risk Management, Management Consulting, Finance, Change Management, Finance Transformation, Fixed Income, Trading, Management, Relationship Management, Product Control, Liquidity Risk
Education
Emory University
BA
Fordham Gabelli School of Business
MBA
Ernst & Young LLP 2013 - Present
YourEncore, Inc. 2013 - Present
Catholic Medical Mission Board 2007 - Present
JJ White Inc. 2013 - Present
Bristol-Myers Squibb 2012 - 2013
Bristol-Myers Squibb 2010 - 2012
Bristol-Myers Squibb 2009 - 2010
Bristol-Myers Squibb 2008 - 2009
Mead Johnson Nutrition 2008 - 2009
Bristol-Myers Squibb 2005 - 2008
Skills
Pharmaceutical Industry, Healthcare Industry, Full P&L Responsibility, Global Management, Emerging Markets, Divestitures, Acquisition Integration, Strategy Execution, Productivity, Turn Around Management, Board of Directors
Education
Drexel University
Master of Business Administration (MBA)
University of Delaware
Bachelor of Arts (BA)
OtterBox August 2013 - Present
Ernst & Young LLP June 2012 - July 2013
Jones Day October 2011 - May 2012
Ernst & Young LLP August 2003 - May 2008
Skills
Corporate Tax, Tax Law, Corporate Law, Tax Accounting, Accounting, Financial Reporting, Auditing
Education
Duke University School of Law 2008 — 2011
J.D., Law
Duke University 1999 — 2003
B.S., Economics
MorrisHuml LLC 2007 - Present
Asheville School 2001 - Present
Black Ensemble Theater 2002 - Present
Morris Graduate School of Management, Robert Morris University 2007 - Present
Kidz Express 2013 - Present
Morris & Gunter Associates, LLC 2005 - 2010
Advocate Health Care 2002 - 2004
Cap Gemini Ernst & Young 2000 - 2001
Ernst & Young LLP 1995 - 2000
Blue Cross and Blue Shield National Capital Area 1991 - 1995
Skills
Strategic Planning, Leadership Development, Program Management, Public Relations, Strategic Leadership, Operational Risk..., Strategy, Workshop Facilitation, Change Management, Business Strategy, Organizational..., Leadership, Operational Due..., Management, Coaching, Mergers, Relationship Management, Management Consulting, Start-ups, Team Building, Business Development, Risk Management, Non-profits, Healthcare, Entrepreneurship, Cross-functional Team..., Public Speaking, Business Planning, Enterprise Software, Strategic Partnerships, Marketing, Nonprofits, Executive Coaching, Mergers & Acquisitions, Executive Management, Training, Acquisition Integration, Analysis, Employee Engagement, Business Process..., CRM, Health Care...
Education
Emory University Affiliated Hospitals 1980 — 1984
Emory University School of Medicine 1976 — 1980
MD
Morehouse College 1972 — 1976
BS
Frederick Douglass High School 1971 — 1972
Asheville School 1968 — 1971
Deloitte Tax LLP January 2008 - Present
The Broadway Rose Theatre Company August 2008 - Present
Arco Iris Spanish Immersion Charter School October 2013 - Present
Oregon State Bar 2000 - 2015
Garvey Schubert Barer February 2006 - December 2007
Hanna Strader P.C November 2001 - February 2006
Hanna Strader P.C. 2001 - 2006
Lane Powell PC 2000 - 2001
Arthur Andersen LLP February 1999 - December 2000
Ernst & Young LLP August 1996 - February 1999
Skills
Tax, Estate Planning, Property Tax, Tax Law, Corporate Tax, Mergers, Income Tax, Estate Tax Planning, Wills, Tax Research, US Tax, Legal Writing, Financial Planners, Finance, Mergers & Acquisitions, Tax Advisory, Intellectual Property, Restructuring, Accounting
Education
Duke University School of Law 1993 — 1996
J.D., Law
University of North Carolina at Chapel Hill 1989 — 1993
B.A., History
McKesson October 2006 - Present
EDS/BellSouth July 2005 - October 2006
EDS/BellSouth May 2001 - June 2005
EDS/BellSouth December 1999 - May 2001
DeVry University March 1998 - October 1999
Ernst & Young LLP May 1999 - June 1999
Skills
MS-DOS, Microsoft SQL Server, COBOL, Oracle, Shell Scripting, Netcool, Databases, Visual Basic, PL/SQL, HTML, JavaScript, ColdFusion, Programming, Client/server, C++, Intersystems Cache, Unix, AIX, AIX Administration, Linux, Solaris, HACMP, Windows Server, Troubleshooting, Disaster Recovery, SDLC, Network Administration, Testing, Hardware, Technical Support
Education
Keller Graduate School of Management 2008 — 2009
Master, Information Systems Management
DeVry University 1996 — 1999
Bachelor of Science degree, Computer Information Systems
Ernst & Young LLP July 2014 - Present
Ernst & Young LLP October 2012 - June 2014
Ernst & Young LLP January 2011 - October 2012
ARAMARK March 2010 - September 2010
BioClinica March 2009 - September 2009
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, IFRS, GAAP, US GAAP, SEC filings, Financial Analysis, Tax Preparation, Assurance, SEC Filings
Education
Drexel University - LeBow College of Business 2008 — 2010
BSBA, Accounting
Olabisi Onabanjo University 2004 — 2007
Associate's degree, Industrial and Labor Relations
Ernst & Young LLP August 2008 - Present
Skills
Tax, Non-profits, Healthcare, Tax Law, Nonprofits, Tax Advisory, Tax Research, Corporate Tax
Education
Duquesne University School of Law 2005 — 2008
JD, Law
Washington and Jefferson College 2001 — 2005
BA, Accounting and Political Science
U.S. Government Accountability Office 2002 - Present
Ernst & Young LLP 1996 - 2002
Education
Elizabethtown College 1992 — 1996
Bachelor's degree, Accounting
Capgemini 2013 - Present
Wipro Consulting 2010 - 2012
KPMG Advisory May 2005 - July 2011
Deloitte Consulting January 2000 - May 2005
Ernst & Young LLP January 1997 - January 1999
IBM January 1995 - January 1997
Skills
Strategy, ERP, Program Management, Enterprise Software, Business Transformation, CRM, Change Management, Six Sigma, Risk Management, SAP, Management, Consulting, IT Strategy, Team Leadership, Management Consulting, Business Process..., Outsourcing, Business Process, PMO, Leadership, Integration, Business Analysis, Business Intelligence, Strategic Planning, Process Improvement
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Executive Management Studies
Villanova University 2006 — 2007
Certificate, Six Sigma Black Belt
Bishop O'Reilly
Drexel University - College of Business and Administration
BSCE, Commerce and Engineering
UBS Investment Bank January 2014 - Present
Self Employed September 2010 - January 2014
Susquehanna International Group, LLP (SIG) May 2012 - May 2013
Citi Principal Strategies March 2008 - August 2010
GOLDMAN SACHS & CO April 2003 - February 2008
CITI (SALOMON SMITH BARNEY) May 2000 - April 2003
CIBC WORLDMARKETS January 1999 - May 2000
ERNST & YOUNG LLP June 1997 - December 1998
ROHM & HAAS May 1996 - August 1996
ATLANTIC RICHFIELD COMPANY 1994 - 1995
Skills
Financial Analysis, Alternative Investments, Strategic Analysis, Hedge Funds, Equities, Investments, Leveraged Finance, Asset Allocation, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Trading, Analysis, Fixed Income, Finance, Risk Management, Economics, Options, Buy-side, Treasury Management, Consumer, Healthcare services, Strategic Consulting, Sales, Customer Service, Mentoring, PowerPoint, Microsoft Excel, Certified public..., Initial public offerings, Bloomberg, Competitive Analysis, DCF, Investment Banking, Financial Risk, IPO
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master, Business Administration; Finance
University of Richmond
Bachelor of Science, Psychology and Business
University of Richmond - Robins School of Business
Bachelor of Science (BS), Accounting
GATX Corporation October 2013 - Present
GATX Corporation July 2011 - September 2013
Ernst & Young LLP June 2008 - July 2011
Grant Thornton LLP June 2007 - August 2007
Skills
Tax Accounting, Tax Research, Tax, CPA, Corporate Tax, Finance, Income Tax, International Tax, US GAAP, Sarbanes-Oxley Act
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Execution, and Valuation
Miami University, Farmer School of Business 2007 — 2008
Masters of Accountancy, Accountancy
Miami University, Farmer School of Business 2003 — 2007
Bachelor of Science, Accountancy
ADAMA USA March 2012 - Present
Ernst & Young LLP May 2011 - February 2012
Ernst & Young December 2004 - April 2011
Hatteras Networks December 2000 - November 2004
Ernst & Young October 1995 - October 2000
Skills
Accounting
Education
North Carolina State University - College of Management 1994 — 1995
Master of Accounting
East Tennessee State University 1990 — 1992
Bachelor of Business Administration, Accounting
Amsted Rail Inc January 2015 - Present
Amsted Rail Inc January 2014 - January 2015
Amsted Industries January 2012 - January 2014
FTI Consulting November 2007 - January 2012
Ernst & Young LLP 2004 - 2007
Skills
Accounting, Internal Controls, Forensic Accounting, Financial Modeling, Financial Reporting, Business Analysis, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Business Valuation, CPA, US GAAP, Auditing
Education
Tulane University - A.B. Freeman School of Business 1999 — 2004
BS and Masters, Accounting
EM Strasbourg Business School 2001 — 2001
Abroad Program, Accounting and Marketing
Symmetrics Group 2010 - Present
TrueBridge Resources 2008 - 2010
The North Highland Company January 2007 - 2010
The North Highland Company March 2005 - December 2006
Capgemini April 2004 - March 2005
Cap Gemini Ernst & Young May 2000 - April 2004
Ernst & Young LLP February 1996 - May 2000
Skills
Management Consulting, Business Process..., Business Transformation, Change Management, Program Management, Business Analysis, Business Strategy, Process Improvement, Organizational Design, Strategic Planning, Business Process, IT Strategy, PMO, Business Development, Project Management, CRM, Leadership, Consulting, Business Intelligence, Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
Duke University 1992 — 1995
AB, Public Policy, Markets & Management
Germantown High School
New River Systems March 2010 - Present
Ernst & Young LLP January 2006 - June 2010
Gospel Aficionado 2007 - 2008
Salvation Army Territorial Head Quarters March 2004 - August 2006
Skills
IT Audit, Auditing, Information Security, Risk Assessment, PeopleSoft, Data Analytics, Security, Data Analysis, Project Management, Leadership, Information Technology, Sarbanes-Oxley Act, SAP, Governance, SAS70, CISA, ERP, Access, Enterprise Risk..., Team Leadership, Sarbanes-Oxley, Databases, SDLC, Human Resources, Management, Risk Management, Financial Risk, IT Strategy, Business Process...
Education
DePaul University 2004 — 2006
MS, Computer Science - Ecommerce Technology
Westminister College 2000 — 2004
BS, Computer Science & Mathematics
Jack and Jill Preparatory School 1995 — 1998
Arthur J. Gallagher & Co. September 2007 - Present
GE Capital Solutions - Commercial Distribution Finance March 2006 - September 2007
GE Companies - Various June 2000 - March 2006
Ernst & Young LLP December 1996 - June 2000
Skills
Human Resources, Personnel Management, Cross-functional Team..., Onboarding, Leadership, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, HRIS, Succession Planning, Strategy, Benefits Administration, Change Management, HR Consulting, Management, Organizational..., Employee Relations, Performance Management, Deferred Compensation, Talent Management, Employee Benefits, Team Building, Vendor Management, Workforce Planning, Applicant Tracking..., Mergers & Acquisitions, HR Policies, Organizational Design, HR Transformation, Organizational..., Employment Law
Education
DePaul University 1997 — 2001
BA Organization Design and Development, Organizational Design
Panalpina, Inc. June 2011 - Present
AT&T September 2008 - December 2010
Avaya Inc March 2007 - September 2008
Ernst & Young LLP January 1997 - March 2007
Hitachi America, Ltd January 1988 - January 1997
Associated Merchandising Corporation January 1986 - January 1988
Hattori Corporation of America January 1984 - January 1986
Arthur J. Fritz & Company January 1982 - January 1984
Education
Dickinson College 1977 — 1981
Bachelor of Arts, International Studies
Dickinson Center for European Studies
Grant Thornton LLP July 2013 - Present
Grant Thornton LLP February 2011 - June 2013
Ernst & Young August 2010 - February 2011
Ernst & Young LLP June 2007 - July 2010
Great-West Healthcare 2003 - 2005
CIGNA Healthcare June 2000 - September 2003
Skills
Healthcare, Project Management, Managed Care, Strategy, Medicare, Financial Analysis, Business Process..., Strategic Planning, Medicaid, Analytics, Process Improvement, Data Analysis, Management Consulting, Financial Modeling, Employee Benefits
Education
Emory University - Goizueta Business School 2005 — 2007
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1996 — 2000
BS, Mathematics, Economics
AC Lordi February 2015 - Present
Self Employed January 2013 - January 2015
Comcast September 2011 - December 2012
Trinity Risk Group March 2010 - September 2011
Amyx, Inc. 2011 - 2011
Ernst & Young LLP April 2005 - December 2009
Saint-Gobain July 2003 - April 2005
Deloitte July 2000 - July 2003
Skills
IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Information Security, Project Management, Change Management, Business Process..., CISA, Governance, Sarbanes-Oxley, Auditing, Information Technology, Risk Assessment, Management
Education
Drexel University - LeBow College of Business 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems, 4.0 GPA in both fields of study
Bishop McDevitt High School 1992 — 1995
Ernst & Young LLP November 2014 - Present
BDO Canada LLP September 2012 - November 2014
York University, Finance Department July 2011 - June 2012
Skills
Financial Accounting, Financial Reporting, Accounting, Auditing, Internal Controls
Education
York University - Schulich School of Business 2008 — 2012
iBBA, Accounting
EM Strasbourg Business School 2011 — 2011
Exchange, International Business
Group Hospitalization and Medical Services, Inc (National Capital Area Affiliate of Carefirst) January 2014 - Present
National Eating Disorders Association October 2008 - February 2014
Alliance Bankshares Corporation January 2011 - December 2012
Ernst & Young LLP May 2002 - September 2008
Arthur Andersen LLP July 1974 - May 2002
Skills
Accounting, Finance, Financial Reporting, Investments, IFRS, Internal Controls, Auditing, Tax, Financial Analysis, Financial Accounting, Corporate Finance, Due Diligence, Enterprise Risk..., Financial Modeling, Restructuring, Managerial Finance
Education
Emory University - Goizueta Business School 1971 — 1973
Master of Business Administration (MBA)
Wake Forest University 1967 — 1971
Bachelor of Arts (B.A.), Economics
Egg Innovations LLC April 2015 - Present
Consultant 2010 - Present
Wheels September 2012 - Present
Newport Board Group LLC September 2013 - March 2015
Notre Dame Alumni Association 2010 - 2013
Ernst & Young LLP 1978 - 2010
Skills
IFRS, Finance, Program Management, Accounting, Management, Leadership, Sarbanes-Oxley, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Auditing, Capital Markets, Leasing, Revenue Recognition, Internal Controls, Enterprise Risk..., Asset Management, Financial Services, Banking, Strategy, Financial Analysis, Executive Management, GAAP, SEC Filings
Education
University of Notre Dame ('74); DePaul University MBA ('79) 1970 — 1974
UND BBA- Accountancy, Accountancy
DePaul University - Charles H. Kellstadt Graduate School of Business 1976 — 1979
MBA, Finance
Ernst & Young LLP 2011 - Present
IBM Global Business Services/ PricewaterhouseCoopers Consulting 2000 - 2011
Compaq Computer Corporation 1997 - 2000
The White House, U.S. Dept. of Commerce, U.S. Dept of Transportation, U.S. House of Representatives 1989 - 1993
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA), Marketing
Duke University
Bachelor of Arts (BA)
Navigant Capital Advisors September 2004 - Present
Ernst & Young LLP January 2003 - September 2004
CareerBuilder, Inc. (formerly Headhunter.net) June 2000 - June 2002
KPMG LLP June 1995 - June 2000
Investors' Fiduciary Services, Inc. November 1991 - April 1994
Skills
Financial Reporting, Mergers, Valuation, Business Valuation, Restructuring, Healthcare Industry, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Forecasting, Strategic Planning, Competitive Analysis, Auditing, Investments, Analysis, Finance, Business Analysis, Corporate Development, Corporate Governance, Due Diligence, Leadership, Executive Management, Analytics, Management Consulting
Education
Emory University - Goizueta Business School 1994 — 1995
MBA
Georgia State University - J. Mack Robinson College of Business
BBA
Georgia Institute of Technology
Cardinal Health June 2015 - Present
Crowe Horwath LLP August 2013 - November 2014
EY July 2012 - August 2013
Ernst & Young LLP July 2010 - August 2010
Sacco Carpet October 2001 - October 2006
W&W Electronics September 1997 - April 2001
Skills
Auditing, Manufacturing, Tax Preparation, Financial Reporting, Sales, Internal Controls, Microsoft Office, General Ledger, Tax, Accounting, Cost Accounting, Financial Statements, Financial Accounting, QuickBooks, Microsoft Excel, IFRS, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Data Entry, GAAP, Asset Management, Training
Education
DeVry University 2011 — 2015
Master of Science (MS), Accounting and Finance
Medgar Evers College 2007 — 2010
Bachelor of Science (BS), Accounting
Vantage Drilling May 2015 - Present
Ernst & Young LLP August 2009 - May 2015
Skills
UK Corporation Tax, International Tax, Big 4, Tax Accounting, UK GAAP, Tax Returns, IFRS, Corporate Tax, Corporate Tax Planning, Income Tax, Tax Advisory, Mergers & Acquisitions, Tax, Due Diligence, Transfer Pricing, External Audit, Tax Research
Education
Institute of Chartered Accountants of Scotland 2009 — 2012
CA, Accounting
Aberdeen University 2008 — 2009
Master of Laws (LL.M.), International Commercial Law
Fachhochschule Pforzheim - Hochschule für Gestaltung, Technik und Wirtschaft 2004 — 2008
Bachelor of Laws (LL.B.), Wirtschaftsrecht
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
Resources Global Professionals November 2011 - Present
Restore Fox Valley Habitat for Humanity July 2010 - July 2012
ElmoTech, Inc. ( A 3M Company) February 2011 - October 2011
New Frontier Management Co September 2007 - December 2009
Inland Retail Real Estate Trust, Inc September 2003 - April 2007
Trizec Properties 2001 - 2003
American Express TBS / AM&G 1999 - 2001
Ernst & Young LLP 1997 - 1999
Skills
Finance, General Ledger, Process Improvement, Team Building, Organization, Strategic Planning, Cash Flow, Capital Budgeting, Accounting, Recruiting, Financial Reporting, Financial Accounting, Lease Administration, Financial Analysis, JD Edwards, Sarbanes-Oxley Act, Account Reconciliation, Budgets, Variance Analysis, Training, Forecasting, Internal Controls, Managerial Finance, GAAP, Internal Audit
Education
Elmhurst College 1993 — 1995
n/a, Accounting
Loyola University Chicago 1984 — 1988
BS, Psychology
St. Rita
Grant Thornton, LLP December 2011 - Present
Houston ISD February 2011 - December 2011
McDuffie Trucking, LLC January 2009 - January 2011
Alpha Kappa Alpha Sorority 1998 - 2011
KPMG LLP November 2000 - December 2008
Her Call Ministries 2007 - 2008
Ernst & Young LLP February 1999 - November 2000
PricewaterhouseCoopers LLP September 1996 - February 1999
Skills
Strategic Planning, Management, Team Building, Public Speaking, Finance, Microsoft Office, Budgets, Leadership, Coaching, Internal Audit
Education
Dillard University 1992 — 1996
Bachelor of Arts, Accounting
Willowridge High School 1988 — 1992
McDonald's Corporation February 2003 - Present
McDonald's Corporation October 2001 - February 2003
McDonald's Corporation January 2001 - September 2002
McDonald's Corporation September 1997 - December 1999
Ernst & Young LLP September 1994 - September 1997
Skills
Project Management, Leadership, Training, Cross-functional Team..., Team Building, Management, Analysis, Budgets, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
University of Notre Dame 1990 — 1994
Business Administration, Accounting
Vinson & Elkins February 2014 - Present
Vinson & Elkins October 2012 - January 2014
Vinson & Elkins April 2012 - October 2012
Vinson & Elkins October 2010 - April 2012
Vinson & Elkins LLP January 2011 - August 2011
Ernst & Young LLP April 2006 - November 2010
Skills
Business Development, Project Management, Strategy, Marketing, Proposal Leadership, Writing, Analysis, Strategic Planning, Market Research, Management, Spanish
Education
EDHEC Business School 2004 — 2005
Masters, Marketing
Whitworth University 2003 — 2004
Masters, International Management
Messiah College
Bachelor of Science, Double; International Business & Spanish
International Business Institute 2002 — 2002
International Business
Universitat de Barcelona 2002 — 2002
Spanish Art, History, Culture
Ernst & Young LLP November 1997 - Present
Rite Aid November 2004 - March 2005
Independence Blue Cross November 1992 - November 1997
American Stores August 1989 - October 1992
Independence Bancorp May 1987 - August 1989
General Battery January 1984 - May 1987
Mack Trucks, Inc. October 1983 - December 1983
Bank of Pennsylvania November 1981 - October 1983
Herbein + Company, Inc. January 1978 - November 1981
Skills
Sarbanes-Oxley Act, Auditing, External Audit, IT Audit, COSO, Internal Controls, Internal Audit, Enterprise Risk..., CISA, Sarbanes-Oxley, Risk Management, Financial Reporting, Governance, SAS70, Assurance, Risk Assessment, Big 4, IT Risk Management, COBIT
Education
Saint Joseph's University 1985 — 1990
MBA, Information Systems Management
Elizabethtown College 1977 — 1979
BS, Accounting
Wilson High School
Eaton Vance Funds June 2014 - Present
George J. Gorman, LLC January 2010 - Present
Bayshore Management Consultants, Inc. June 2010 - December 2014
Ashmore Funds November 2010 - September 2014
Bank of America Money Market Funds Series Trust June 2011 - June 2014
National Investment Company Service Association 1991 - February 2012
Ernst & Young LLP January 1988 - July 2009
Ernst & Young LLP January 1974 - July 2009
Skills
Control Theory, Investments, Private Equity, Due Diligence, Valuation, Mergers, Financial Analysis, Investment Management, Risk Management, Alternative Investments, SEC filings, Financial Reporting, Equities, Internal Controls, Financial Services, Management, Mergers & Acquisitions, Securities, Strategy, Strategic Planning, Executive Management, Leadership, Mutual Funds
Education
The Tuck School of Business at Dartmouth 1978 — 1980
MBA, general management
Duquesne University 1970 — 1974
BS, cum laude, Accounting
PwC LLP August 2012 - Present
Ernst & Young LLP February 2007 - June 2012
SAP August 2005 - January 2007
Certus Inc. July 2002 - May 2005
Aurigin Systems, Inc. July 2000 - May 2002
Ernst & Young February 1997 - May 2002
WMX Technologies (CWM division) May 1991 - June 1995
Skills
Business Intelligence, Data Analysis, Big Data, Creative Problem Solving, New Business Development, Relationship Development, Process Transformation, Sales Management, Executive Management, People Management, Predictive Analytics, Data Management, Information Management, Master Data Management, Data Modeling, Strategy Development, Miller Heiman, Minto Logical Analysis..., Project Management, Strategy, Business Development, Management Consulting, Analysis, Business Process, Financial Services, Business Transformation, Management, Product Management, Start-ups, Analytics, Enterprise Software, Governance, Performance Management, Leadership, IT Strategy, Business Process..., Strategic Planning, Consulting, Business Process..., Information Technology, Enterprise Risk..., Mergers, Sarbanes-Oxley Act
Education
Thunderbird School of Global Management 1995 — 1996
Master of International Management, Finance, General, A
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Business Administration and Management, General, A
Punjabi University 1982 — 1988
B.Sc., Biology and Chemistry, First division
Violator Management July 2008 - Present
Warner Music Group September 2006 - Present
Ernst & Young LLP April 2004 - September 2006
Education
Duquesne University 1998 — 2002
Imaginal Labs January 2013 - Present
Transformational Leadership Council 2006 - Present
OptumInsight March 2010 - May 2012
Rob Evans Consulting 2005 - 2010
Ernst & Young/Capgemini 1995 - 2005
Ernst & Young LLP 1995 - 2000
ODI Europe (Organzational Dynamics Inc.) 1990 - 1995
ODI 1986 - 1995
Skills
Business Transformation, Organizational Change, Management Consulting, Business Process..., Strategy Development, Acquisition Integration, Leadership Development, Leadership Workshops, Collaboration Solutions, Change Management, Strategic Planning..., Managing High..., Seminar Speaker, Executive Management, Organizational Design, Strategy, Workshop Facilitation, Business Development, Executive Coaching, Public Speaking, Strategic Planning, Leadership, Training, Entrepreneurship, Mergers & Acquisitions, High Performance Teams, Program Management, Team Building, Consulting, Governance, Project Management, Organizational..., Business Planning, Business Strategy, Start-ups, Business Process Design, Cross-functional Team..., Strategic Thinking, Management, PMO, Culture Change, Thought Leadership, Storytelling, Business Process..., Process Improvement, Performance Improvement, Outsourcing, IT Strategy, Vendor Management, Strategic Consulting
Education
Harvard University 1973 — 1985
Master of Arts
Harvard University 1973 — 1980
M.Div, Religion and Society
Dickinson College 1969 — 1973
BA, International Studies
Valent Capital Partners July 2015 - Present
Avondale Strategic Partners August 2010 - June 2015
Ernst & Young LLP March 2007 - August 2010
Ernst & Young LLP May 2003 - March 2007
Skills
Mergers, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Business Development, Strategic Partnerships, Investments, Business Strategy, Equities, Management Consulting, Executive Management, Financial Services, Management, Finance
Education
The University of Chicago Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Concentrations in: Finance, Entrepreneurship, Strategic Management
ESSEC Business School 2011 — 2011
Global Manager in Europe Program
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Master's Degree, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor's Degree, Accountancy
Celigo, Inc November 2011 - Present
LTE Portal Broadband Solutions, Inc. July 2009 - December 2011
Global Technology Symposium March 2009 - July 2011
Ernst & Young LLP January 2004 - July 2009
EGAR Technology August 2002 - January 2004
Skills
Business Analysis, Project Management, Analysis, Risk Management, Start-ups, Business Strategy, ERP, Integration, Cloud Computing, Telecommunications, Business Development, Professional Services, Strategic Planning, Sarbanes-Oxley Act, Management Consulting, Strategic Partnerships
Education
Eastern Illinois University 2000 — 2002
MBA, Business Administration, Finance / Accounting
University of Colorado at Boulder - Leeds School of Business 1999 — 2000
Pre-MBA, Economics
LOCKTON INSURANCE BROKERS, LLC January 2004 - Present
ERNST & YOUNG LLP January 1999 - January 2003
J. GREGORY BROWN & CO January 1999 - October 1999
ESPN/OCC Sports January 1991 - January 1998
ESPN/OCC SPORTS, INC January 1988 - January 1998
ESPN/OCC Sports January 1988 - January 1991
Skills
Executive..., Executive Support, Executive Calendar..., Administrative..., Office Management, Business Travel, Management, Budgets, Leadership, Insurance, Team Building, Microsoft Excel, PowerPoint, Outlook, Concur, PeopleSoft, Lotus Notes, Confidentiality, Public Relations, Philanthropy, Itineraries, Private Banking, Financial Reporting, Operational Efficiency, High Level Of Accuracy, Reliability, Skilled Multi-tasker, Heavy Phones, Airline Reservations, Hotel Booking, Location Scouting, Agenda, Organizational..., Team Mentoring, Administrative...
Education
Emerson College 1980 — 1984
Bachelor of Science /. Communications, Television Production
Beverly Hills High School 1976 — 1980
High School graduate
School name:
Bachelor of Science (B.S.), Communications
Girl Scouts of Greater Atlanta, Inc. January 2014 - Present
It's the Journey, Inc. January 2003 - Present
Ernst & Young LLP September 2005 - December 2013
Pro Bono Partnership of Atlanta November 2010 - June 2012
American Health Lawyers Association 2005 - 2012
IRS Gulf Coast TE/GE Council 2008 - 2011
It's The Journey, Inc. 2005 - 2008
Sutherland Asbill & Brennan September 2002 - September 2005
King & Spalding January 2001 - September 2002
Paul Weiss Rifkind Wharton & Garrison September 1999 - January 2001
Skills
Non-profits, Corporate Law, Corporate Governance, Corporate Finance, tax law, Nonprofit Consulting, Nonprofit Law, Board Leadership, Non-profit Board..., Staff Mentoring, New Business Development, Strategic Planning, Tax Compliance, Tax Accounting, Analysis, Tax Law, Nonprofits, Tax, Leadership, Due Diligence, Mergers & Acquisitions, Public Speaking, Fundraising, Mentoring, Management
Education
Emory University School of Law 1996 — 1999
JD, Law
University of Pennsylvania 1990 — 1994
BA, Health Care Management/Political Science
Northeast High School 1986 — 1990
Diploma
MetLife October 2014 - Present
MetLife June 2010 - October 2014
Ernst & Young LLP January 2010 - March 2010
Enertrag Structured Finance AG January 2009 - May 2009
Ernst & Young LLP October 2007 - March 2008
ALICO October 2006 - March 2007
Skills
Financial Analysis, Audit, Financial Management, Financial Reporting, Financial Planning, Valuation, Equity Research, Accounting, Auditing, Forecasting, Insurance, Corporate Finance, Compliance, Internal Controls, Problem Solving, Research, Coaching, Due Diligence, Essbase, Excel, Factset, Bloomberg, Microsoft Excel, Managerial Finance, Hyperion Planning, Hyperion HFM, Cognos, Corporate FP&A, Analysis, Variance Analysis, Portfolio Management, Asset Management, Banking, Financial Modeling, Consolidation, Process Improvement, Management, Project Finance
Education
Life Office Management Association (LOMA) 2011 — 2014
Fellow, Life Management Institute (FLMI)
The Berlin School of Economics and Law 2008 — 2009
Drexel University - LeBow College of Business 2005 — 2009
BS, Business Administration - Finance and Accounting
Plovdiv Language School 2000 — 2005
High School Diploma
Ernst & Young LLP December 2004 - Present
Self 2013 - 2014
Brandywine Global 2002 - 2004
Logan Capital Management, Inc. 1996 - 2002
Skills
Corporate Communications, Project Management, Analysis, Business Development, Business Strategy, CRM, Management, Strategic Planning, Program Management, Management Consulting, Marketing Communications, Corporate Branding, Brand Development, Internal Communications, Change Management, Business Analysis, Market Research, Process Improvement, Thought Leadership, Microsoft Office, Social Media, Equity Research Analysis, Fixed Income Strategies, Television Studio..., Video Editing, Copy Editing, Brand Awareness, Email Strategy, Miller Heiman Sales..., Miller-Heiman Strategic...
Education
Elmhurst College 1985 — 1989
Bachelor's Degree, Finance
Ernst & Young LLP 2005 - Present
Skills
Assurance, Derivatives, Financial Advisory, Financial Services, IFRS, Internal Controls, Risk Management, Investment Banking, Treasury, Valuation, Securities, Trading, Accounting, Finance, SEC filings, Product Control, Banking, SOX 404, GAAP, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
Eastern Michigan University 2003 — 2005
Master of Science, Accounting
Eastern Michigan University 2001 — 2003
B.B.A, Computer Information Systems (Summa Cum Laude)
Sherman & Howard L.L.C. October 2015 - Present
Gordon & Rees LLP April 2013 - Present
Hall, Booth, Smith, P.C. August 2010 - April 2013
SPIZZIRRI LAW OFFICES January 2004 - August 2010
DeVry University June 2000 - June 2010
Duane Morris, LLP June 2002 - December 2003
Arthur Andersen & Co. May 2000 - May 2002
Ernst & Young LLP May 1998 - May 2000
Deloitte & Touche, LLC June 1997 - May 1998
State of South Dakota June 1993 - February 1996
Skills
Partnership Taxation, Corporate Law, Tax Law, Accounting, Financial Planning, Commercial Litigation, Income Tax, Corporate Tax, Tax Compliance, Estate Planning, International Tax, Tax Preparation, Litigation, Individual Taxation, Tax Accounting, Retirement Planning, Trusts, GAAP, Firm Valuation, Capital Structure, Structured Finance, Corporate Governance, Corporate Finance, International Law, Tax, Mergers, Bankruptcy, Tax Returns, Due Diligence, Compliance, Real Estate, Restructuring, Private Equity, LLC, Joint Ventures, Small Business, Succession Planning, Risk Management, Securities, Business Planning, Contract Negotiation, Venture Capital, Banking, Mergers & Acquisitions, Legal Writing, Mediation, Cross-border..., Civil Litigation, Strategic Financial..., Strategy
Education
DePaul University College of Law 1996 — 1997
LL.M., Master of Laws in Taxation
Keller Graduate School of Management of DeVry University 1999 — 2006
M.A.F.M., Master of Accounting and Financial Management
The University of South Dakota School of Law 1989 — 1992
J.D., Law
The University of South Dakota 1988 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
B.B.A., Business Administration
Bean, Kinney & Korman, P.C. January 2014 - Present
Spidi & Fisch, PC 1998 - 2012
Housley Kantarian & Bronstein, PC November 1996 - May 1998
Deloitte & Touche LLP 1995 - 1996
Ernst & Young LLP 1994 - 1995
Education
New York University 1992 — 1993
Master of Laws (LLM) of Taxation
Duquesne University 1989 — 1992
Doctor of Law (J.D.)
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Accounting
Business Consultant 2013 - Present
Meckler Bulger Tilson Marick & Pearson LLP February 1994 - December 2012
Ernst & Young LLP November 1980 - November 1993
Trans Union Corporation November 1970 - December 1979
USMC 1965 - 1969
Skills
Contract Negotiation, Insurance, Litigation, Team Building, Negotiation, Risk Management, Mergers, Management, Strategic Planning, Accounting, Public Speaking, Operations Management, Budgets, Project Management, Mergers & Acquisitions, Forecasting, Strategy, Strategic Financial..., Start-ups, Real Estate, Analysis, Executive Management, Small Business, Entrepreneurship, Human Resources, Litigation Support, Employment Law, Mediation, Finance, Corporate Law, Arbitration, Due Diligence, Legal Writing, Legal Research, Commercial Litigation, Courts, Bankruptcy, Intellectual Property, Litigation Management, Restructuring, Dispute Resolution, Legal Assistance, Corporate Governance, Product Liability, Trials, Claim, Liability, Insurance Law, Financial Planning, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
Masters of Business Administration, Finance and Financial Management Services
Loyola University Chicago 1963 — 1974
B S B A, Accounting
Virginia State Corporation Commission March 2013 - Present
Ernst & Young June 2008 - March 2013
Ernst & Young LLP June 2008 - March 2013
Skills
IT Audit, Sarbanes-Oxley Act, Internal Audit, COBIT, Internal Controls, Sarbanes-Oxley, Auditing, Information Security, Analysis, SSAE 16, Access
Education
Drexel University - LeBow College of Business 2004 — 2008
Business Administration, Management Information Systems
The Chemours Company July 2015 - Present
DuPont May 2014 - June 2015
DuPont September 2007 - May 2014
DuPont May 2006 - September 2007
DuPont September 2003 - May 2006
DuPont October 1999 - September 2003
Metro Corp Holdings, Inc May 1997 - October 1999
Ernst & Young LLP September 1994 - May 1997
Skills
Six Sigma Greenbelt..., Six Sigma Blackbelt..., DuPont Integrated..., Forecasting, Internal Controls, Financial Analysis, Financial Reporting, SAP, Six Sigma, Accounting, Financial Modeling, Auditing, Business Planning, Finance, Variance Analysis, Cash Flow, Corporate Finance, Budgets
Education
Drexel University - LeBow College of Business 2000 — 2003
Executive MBA, Finance/Leadership
Rutgers - The State University of New Jersey - School of Business - Camden 1990 — 1994
Bachelors, Accounting
K&L Gates January 2015 - Present
EY October 2014 - January 2015
Ernst & Young LLP May 2010 - October 2014
Tucker Arensberg, P.C. June 2006 - May 2010
Ernst & Young 2002 - 2006
Arthur Andersen October 1998 - May 2002
Skills
International Tax, Corporate Tax, Corporate Governance, Due Diligence, Estate Law, Estate Planning, Income Tax, Management, Mergers, Sarbanes-Oxley Act, Tax, Tax Advisory, Tax Law, Tax Research, Trusts, US Tax
Education
Duquesne University 1996 — 1998
M.S., Taxation
Duquesne University School of Law 1991 — 1994
J.D., Law
Villanova University 1987 — 1991
EY February 2012 - Present
Ernst & Young LLP August 2007 - February 2012
Goizueta Business School January 2006 - May 2007
EATS Media LLC May 2006 - August 2006
Morgan Stanley August 2005 - May 2006
Education
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration degree, Finance
Bank of America September 2011 - Present
HSBC March 2008 - September 2011
Washington Mutual 1999 - February 2008
Ernst & Young LLP 1985 - 1999
Skills
Accounting, Analytics, Banking, Capital Markets, Cash Management, Corporate Finance, Credit, Credit Risk, Financial Services, Loan Origination, Loans, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Treasury Management, Credit Analysis, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Internal Controls, Mergers, Mortgage Lending
Education
DePaul University 1981 — 1985
Bachelor of Science (BS), Accounting
Spire Capital Partners February 2009 - Present
Surgent McCoy CPE, LLC December 2013 - Present
PAN - Performance Assessment Network February 2013 - Present
Velocity Technology Solutions April 2010 - August 2012
Certiport February 2009 - May 2012
Citigroup August 2006 - February 2009
Ernst & Young LLP October 1999 - August 2004
Skills
Investment Banking, Venture Capital, Capital Markets, New Business Development, Business Strategy, Financial Modeling, Investments, Private Equity, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Due Diligence, M&A experience, LBO, Corporate Development, Business Valuation, Investor Relations, Leveraged Finance, IPO, Strategy, Divestitures, Financial Structuring, Acquisition Integration, Finance
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA)
Ernst & Young LLP March 2014 - Present
Spectrum-Prime Solutions L.P. November 2002 - December 2013
Reliant Energy November 1999 - November 2002
Koch Industries March 1991 - November 1999
Space Industries, Inc. January 1987 - March 1991
NASA, Johnson Space Center September 1981 - December 1986
Skills
Risk Management, Venture Capital, Trading, Start-ups, Financial Structuring, Energy, Commodity Markets, Natural Gas, Petroleum, Renewable Energy, Mergers & Acquisitions, Due Diligence, Commodity, Valuation, Midstream, ETRM, Crude Oil Marketing, Refined Products, Business Development, Energy Industry, Leadership, Private Equity, Hedging, Project Finance, Joint Ventures
Education
University of Pennsylvania - The Wharton School
MBA, Finance
The University of Texas at Austin
MSE, Mechanical Engineering
Duke University
BSE, Mechanical Engineering
Samet & Company July 2009 - September 2010
Society of Saint John the Evangelist July 2006 - June 2009
Ernst & Young LLP February 1998 - July 2006
Dr. Pervin’s and Associates August 1996 - September 1997
Children’s Hospital June 1994 - August 1996
Deaconess Hospital October 1989 - June 1994
Education
Dominican University 2002 — 2005
MBA, Finance
Emmanuel College 1994 — 1996
Bachelor's, Business Adminstration, Finance
Newbury College 1990 — 1991
Associates, Business Administration, Management
Panel Solutions Group 2015 - Present
Research Now May 2014 - February 2015
Verint 2011 - 2014
Lightspeed Research November 2007 - August 2011
comScore Networks November 2005 - December 2007
PricewaterhouseCoopers April 2004 - October 2005
E-REWARDS May 2001 - March 2004
AIVIA September 1999 - April 2001
BOOZ ALLEN & HAMILTON May 1996 - August 1999
ERNST & YOUNG LLP June 1988 - August 1995
Skills
Market Research, Retention Strategies, Customer Acquisition, Voice of the Customer, Enterprise Feedback..., Panel Management, Management, Online Advertising, Program Management, Leadership, Change Management, Project Management, Entrepreneurship, Strategy, Strategic Planning
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Purdue University 1984 — 1988
CIS
Ernst & Young LLP July 2015 - Present
AIG November 2013 - Present
Ernst & Young LLP December 2004 - June 2015
AstraZeneca December 2009 - October 2013
ING February 2009 - November 2009
MidFirst Bank March 2009 - April 2009
Merrill Lynch July 2007 - March 2009
Fannie Mae March 2006 - July 2007
Citigroup January 2006 - March 2006
Dell November 2005 - December 2005
Skills
Governance, Risk Management, Vulnerability Management, Enterprise Architecture, Information Security, Data Privacy, Business Intelligence, Master Data Management, Business Analysis, TOGAF, Secure Network..., Identity Management, Project Management, Business Development, Account Management, Data Warehousing, Business Analytics, Information Security..., Program Management, Security, Information Technology, SDLC, Lifesciences, Pharmaceutical Industry, CISSP, Business Process, Computer Security, Security Architecture..., IDS, Solution Architecture, PMO, Business Transformation, Business Process..., Intrusion Detection, IPS, Integration, Business Process Design, IT Transformation, CISM, Consulting, Management Consulting, Risk Assessment, VPN, Strategy, IT Strategy, Firewalls, Analysis, ISO 27001, Cloud Computing, Business Continuity
Education
Drexel University 1993 — 1999
BS
Cinnaminson High School 1989 — 1993
High School Diploma
Oregon Business Association (OBA) December 2012 - Present
Governor's Chief Financial Office, State of Oregon June 2010 - December 2012
Schnitzer Steel November 2007 - June 2010
U.S. Department of the Treasury September 2002 - May 2006
Ernst & Young LLP April 1997 - July 1999
LaSalle Partners Limited September 1995 - April 1997
Skills
Strategy, Public Policy, Business Development, Fundraising, Financial Analysis, Strategic Planning, Investor Relations, Corporate Finance, Government, Economic Development, Political Campaigns, Politics, Policy, Program Management, Policy Analysis, Nonprofits, Business Strategy, Budgets, Mergers, Management Consulting, Public Speaking, Sustainability, Mergers & Acquisitions, Grassroots Organizing, Investment Banking, Government Affairs, Performance Management, New Business Development, Continuous Improvement, Planning, Public Relations, Nonprofit Leadership, Sustainability Strategy, Financial Planning, Budgeting, Non-profits, Government Relations, Due Diligence, Economics, Business Planning, Regulatory Affairs, Strategy Development
Education
Sanford School of Public Policy at Duke University 2001 — 2002
Master of Public Policy (MPP)
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Notre Dame 1990 — 1995
BS/BBA
Capital Management Group of NY July 2011 - Present
AXA Advisors September 2005 - July 2011
Ernst & Young LLP April 2001 - August 2005
Skills
Asset Managment, Alternative Investments, Investments
Education
Drexel University 1990 — 1994
BS, Chemical Engineering
OSB Consulting, LLC April 2006 - Present
Ernst & Young LLP October 2005 - April 2006
Deloitte Tax LLP January 1997 - October 2005
Skills
Tax, Tax Accounting, Federal Law, International Tax
Education
Duquesne University 1997 — 1998
West Virginia University 1993 — 1996
BSBA, Accounting
West Virginia University 1993 — 1996
BSBA, Finance
Slalom Consulting October 2014 - Present
The Indus Entrepreneurs (TiE), Seattle June 2013 - Present
Amazon January 2013 - October 2014
Ernst & Young - Business Advisory Services October 2010 - January 2013
Ernst & Young - Business Advisory Services July 2008 - October 2010
Ernst & Young LLP June 2007 - August 2007
Georgia-Pacific LLC January 2007 - May 2007
Infosys Technologies Limited August 2002 - June 2006
Skills
Intellectual Property..., Financial Modeling, Multivariate Statistics, Consumer Products, Marketing Strategy, Market Research, Product Development, Product Innovation, Open Innovation, Lean Manufacturing, Business Case..., IT Management, Outsourcing, Business Strategy, Business Case, Product Management, Program Management, E-commerce, Strategy, Supply Chain Management, Management Consulting, Business Analysis, Business Process..., Consulting, Competitive Analysis, Project Management, Process Improvement
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
V.J.T.I. Mumbai 1998 — 2002
BE
McKesson May 2012 - Present
CRA International February 2010 - April 2012
Ernst & Young October 2009 - January 2010
Ernst & Young LLP October 2006 - September 2009
PricewaterhouseCoopers LLP June 2005 - October 2006
PricewaterhouseCoopers LLP July 2003 - May 2005
PricewaterhouseCoopers LLP September 2000 - July 2003
U.S. Bankruptcy Court, Eastern District of California January 2000 - May 2000
Protection & Advocacy, Inc. (n/k/a Disability Rights California) June 1998 - November 1999
Skills
Transfer Pricing, International Tax, Litigation Support, Economics, Intellectual Property..., Restructuring, Due Diligence, Tax Accounting, Tax Law, Corporate Tax, Tax, Legal Writing, Legal Research, Intellectual Property, Mergers & Acquisitions, Corporate Finance, Cross-border..., Corporate Governance, Big 4, Business Valuation, SEC filings, US GAAP, SEC Filings, Financial Analysis
Education
University of California, Davis - School of Law 1997 — 2000
JD, Law
Drew University 1993 — 1997
BA, English and Political Science
WCS Enterprises LLC November 2003 - Present
Blue Ridge of the Carolinas LLC September 2002 - Present
Cap Gemini LLC January 2000 - January 2003
Ernst & Young LLP June 1993 - January 2000
General Motors Corporation June 1982 - July 1992
Education
Duke University - The Fuqua School of Business 1991 — 1993
Master of Business Administration
Rochester Institute of Technology 1979 — 1984
Bachelor of Science
Northwestern University J.L. Kellogg Graduate School of Management
State University of New York at Buffalo
Hedge Fund August 2013 - Present
Anchorage Capital November 2010 - July 2013
Ernst & Young LLP October 2001 - October 2010
Education
Hofstra University 2000 — 2001
MBA, Finance
Lipscomb University 1998 — 1999
BA, Accounting
Donetsk National University 1990 — 1995
Ernst & Young LLP Executive Vice PresidentRobbins Gioia1983 - 1999
Education
University of Dayton 1983 — 1988
MBA
Drexel University 1978 — 1983
BSME, Mechanical Engineering
Ernst & Young LLP October 2006 - Present
Ernst & Young 2000 - 2007
Skills
Due Diligence, SEC filings, Financial Modeling, Auditing, US GAAP, CPA, External Audit, Financial Analysis, Accounting, Financial Reporting, Mergers & Acquisitions
Education
DePaul University 1999 — 2000
Accounting
University of Arkansas 1991 — 1996
Bachelor of Science (BS), Finance and economics
Home Depot CFOBeyond Interactive1999 - 2003
Ernst & Young LLP 1996 - 1999
Education
Emory University - Goizueta Business School 2003 — 2005
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
bba, Accounting
University of Michigan 1992 — 1996
BBA, Accounting
Walgreens July 2014 - Present
US Foods December 2010 - February 2014
Bally Total Fitness March 2007 - December 2010
Ace Hardware April 2006 - March 2007
JP Morgan Chase August 2002 - April 2006
ERNST & YOUNG LLP June 2000 - June 2002
American Express September 1997 - June 2000
AERIAL COMMUNICATIONS (A Division of The Saranow Group) June 1996 - September 1997
Skills
Financial Analysis, Accounting, Process Improvement, Management, Auditing, Finance, GAAP, General Ledger, Account Reconciliation, Mergers & Acquisitions, Business Analysis, Budgets, Internal Audit, Financial Statements, Financial Modeling, Variance Analysis, Analysis, Accounts Payable, Sarbanes-Oxley Act, Due Diligence, Microsoft Excel
Education
DePaul University 1992 — 1996
Refugee Women's Alliance (ReWA) October 2014 - Present
WithinReach August 2013 - February 2014
Food Lifeline June 2008 - September 2012
Ernst & Young LLP February 2006 - January 2008
Education
Dickinson College 1997 — 2001
Bachelor of Arts (BA), English, Political Science
Eaglebrook School 1989 — 1994
Dynamic Materials Corp March 2008 - Present
Rocky Mountain Tax Services LLC December 2003 - April 2008
Ernst & Young LLP May 1986 - December 2003
Skills
Tax Advisory, Tax Accounting, Tax, Tax Law, Internal Controls, Income Tax, Financial Analysis, Finance, Accounting, General Ledger
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Presbyterian College 1980 — 1984
BA/BS
Lewis University August 2015 - Present
United Nations January 2013 - Present
ACADEMI January 2013 - August 2015
Neany, Inc. July 2012 - January 2013
VT Group April 2011 - May 2012
Experis November 2007 - June 2011
Boeing January 2009 - April 2011
LexisNexis July 2007 - August 2008
Ernst & Young LLP January 2007 - May 2007
Hewlett-Packard February 2006 - December 2006
Skills
Mergers, Defense, Military, Government, Security Clearance, Aerospace, Program Management, Legal Writing, Contract Negotiation, Strategic Planning, Legal Research, Aviation, Team Building, Leadership, Negotiation, Government Contracting, Military Operations, Proposal Writing, Analysis, Training, Aircraft, Management, Project Management, Contract Management, Navy, DoD, Management Consulting, Flights, Technical Writing, Intelligence, Process Improvement, Weapons, Policy, Mergers & Acquisitions, Operations Management, Risk Management, UAV, Command, Budgets, Tactics, Business Development, Project Planning, Team Leadership, Defence, Integration, Instructor-led Training, Intelligence Analysis, Operational Planning, Security, Cross-functional Team...
Education
University of San Diego School of Law 2006 — 2010
LL.M., Taxation Law, 3.06
University of San Diego School of Law 2005 — 2005
LL.M., International Comparative Law, 3.19
Durham University 2002 — 2004
LL.B. Honours (Dunelm), Common Law and European Law, US GPA Equivalent 3.40
Southern Illinois University, Carbondale 1991 — 1994
B.Sc., Education, Cummulative GPA 3.52
Fruita Monument High School 1981 — 1984
High School, General Education
San Diego Miramar College 1990 — 1998
General Education, 3.67
The Hackett Group 2013 - Present
Accenture 2010 - 2013
Ernst & Young LLP 2007 - 2009
KPMG Consulting LLP / BearingPoint, Inc. 1997 - 2007
Lubin Business Interiors, Inc. 1990 - 1997
JP Morgan 1984 - 1990
Skills
Business Transformation, Performance Management, Management Consulting, Finance, Business Analysis, Program Management, Strategy, Organizational Design, Management, Consulting, Business Intelligence, Managerial Finance, Business Process..., Financial Analysis, Finance Transformation, Sarbanes-Oxley Act
Education
Emory University
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Strategic Planning
Ernst & Young LLP July 2013 - Present
PricewaterhouseCoopers LLP September 2004 - June 2013
Deloitte January 1998 - September 2004
Skills
Tax, Tax Accounting, Tax Research, Corporate Tax, CPA, Income Tax, International Tax, Accounting, US Tax, FIN 48, SEC filings, Transfer Pricing, Financial Reporting, Tax Advisory, Partnership Taxation, Auditing, Big 4, Tax Law, US GAAP
Education
DePaul University 2001 — 2003
Master's degree, Taxation
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor's degree, Accountancy
Benet Academy 1989 — 1993
High School
St. Michaels 1987 — 1989
Elementary School
Adelfia LLC February 2013 - Present
Ernst & Young LLP October 2010 - February 2013
Ernst & Young LLP October 2007 - September 2010
Ernst & Young March 2006 - September 2007
Ernst & Young January 2005 - February 2006
E.C. Ortiz & Co, LLP February 1999 - December 2004
E.C. Ortiz & Co LLP March 1997 - January 1999
Skills
Auditing, International Tax, US GAAP, Restructuring, Internal Controls, External Audit, Accounting, Tax, Finance, Account Reconciliation, Financial Audits, Financial Statements
Education
DeVry University-Illinois
Accounting Credits for CPA Licensure Examination
Maryknoll College, Philippines
Bachelor of Arts, Business Administration
Congregation of Saint Joseph July 2010 - Present
CNA Insurance September 2001 - July 2010
Green Coffey Consulting, Inc. August 1998 - December 2001
CNA Insurance July 1996 - August 1998
Ernst & Young LLP September 1994 - July 1996
Skills
SEC filings, Financial Reporting, CPA, Sarbanes-Oxley Act, GAAP, Financial Analysis, Hyperion Enterprise, Internal Controls, US GAAP, Accounting, Financial Accounting, PeopleSoft
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2003
MST, Tax Law/Taxation
University of Notre Dame 1990 — 1994
BBA, Accounting/Theology
SunTrust Robinson Humphrey July 2011 - Present
Brookwood Associates 2006 - July 2009
Ernst & Young LLP August 2004 - August 2006
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
Wake Forest University 2003 — 2004
Master of Science, Accountancy
Wake Forest University 1999 — 2003
Bachelor of Science, Analytical Finance
Montgomery Bell Academy 1993 — 1999
Yoh, A Day & Zimmermann Company April 2015 - Present
Yoh, A Day & Zimmermann Company August 2013 - April 2015
SunGard Availability Services February 2011 - August 2013
SunGard Availability Services May 2008 - January 2011
Ranter January 2009 - March 2010
SunGard Availability Services January 2007 - April 2008
SunGard Availability Services December 2005 - December 2006
Ernst & Young LLP August 2004 - December 2005
ARAMARK 2002 - 2003
Skills
Business Process..., Financial Modeling, Strategic Planning, Financial Analysis, Operations Improvement, P&L Management, Budget Setting, Forecasting, Strategy, Project Planning, Management, Executive Management, Finance, Vendor Management, Outsourcing, Business Analysis, Strategic Financial..., Management Consulting, Analysis, Competitive Analysis, Mergers & Acquisitions, Process Improvement, Leadership, Program Management, Managerial Finance, Cross-functional Team..., Project Management, Business Intelligence, Sales Operations, Risk Management, Training, Analytics, Product Management, Sarbanes-Oxley Act, Equities, Consulting
Education
Drexel University 2007 — 2009
MBA, Finance
Gettysburg College 2000 — 2004
Economics
Andersen / Ernst & Young 1998 - 2007
Ernst & Young LLP 1998 - 2007
Education
ESCP Europe 1994 — 1998
Finance
BOSTON SCIENTIFIC CORPORATION October 2007 - Present
Boston Scientific December 1999 - October 2007
Cabot Corporation January 1998 - January 1999
ERNST & YOUNG LLP January 1996 - January 1998
Andersen Consulting January 1990 - January 1994
Skills
Medical Devices, Cross-functional Team..., Project Management, Marketing Strategy, Strategic Planning, Process Improvement, Global Marketing, Marketing Communications, Change Management, Leadership, Healthcare, Strategic Communications, Marketing, Quality Assurance, Analysis, Program Management, Forecasting, Recruiting, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1994 — 1996
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1986 — 1990
BS, Public Health/Health Administration
Experian Health December 2014 - Present
UNITED METHODIST STATE CONFERENCE OF VIRGINIA June 2012 - December 2014
The Children's Hospital of Philadelphia May 2004 - June 2008
GlaxoSmithKline May 2003 - May 2004
Pharmas-Market.Com Inc June 1999 - October 2003
Ernst & Young LLP September 1997 - October 1999
Skills
Project Management, Training, Strategy, Management Consulting, Change Management, Healthcare, Revenue Cycle, Business Analysis, Public Speaking, Business Process..., Technical Writing, Decision Support, Workshop Facilitation, Business transformation..., Business Analysis and..., Global Training and..., Performance Dashboard..., Process Reengineering, Large Group Facilitation, Strong Analytical Skills, Business Process..., Large Systems..., Staff Development, Cross Functional Team..., Performance Management, Management, Analysis
Education
Duke University 2008 — 2011
M.DIV, 3.64
Harvard Business School 2006 — 2006
Executive Certificate, "Driving Corporate Performance"
The Pennsylvania State University 1995 — 1997
MBA, Masters of Business Administration, Finance & General Business, 3.87
The Pennsylvania State University 1995 — 1997
MHA, Masters of Healthcare Administration, Healthcare Management & Hospital Administration, 3.87
The College of William and Mary 1986 — 1990
BA, Bachelor of Arts, Economics & Government
Ernst & Young LLP May 2002 - Present
Arthur Andersen LLP March 2001 - May 2002
J.P. Morgan & Co. February 1997 - March 2001
Cantor Fitzgerald LP December 1995 - March 1997
Skills
Financial Risk, Project Management, Private Equity, Process Redesign, Vendor Relationships, Internal Controls, Risk Assessment, Financial Services, Management, Risk Management, Management Consulting, Governance, Business Transformation, Business Process, Relationship Management, Strategy, Business Process..., Financial Analysis, Capital Markets, PMO, Due Diligence, Mergers & Acquisitions, Financial Modeling, Enterprise Risk..., Internal Audit, Executive Management, Valuation, Corporate Governance, Banking, Acquisition Integration, Investment Banking, Corporate Finance, Leadership, Finance
Education
Dickinson College 1991 — 1995
BA, Policy Studies, Spanish
James Caldwell HS
Ernst & Young LLP February 1979 - Present
Pennsylvania Medical Professional Liabilty Catastrophe Loss Fund May 1978 - January 1979
Education
Dickinson Law 1975 — 1978
J.D., Tax
Villanova University 1971 — 1975
Miller, Cooper & Co., Ltd. October 2014 - Present
FGMK, LLC December 2013 - October 2014
Miller, Cooper & Co., Ltd. 2014 - 2014
PriceWaterhouseCoopers February 2008 - December 2013
Titus 2004 - 2008
Ernst & Young LLP 2000 - 2003
Sanwa Business Credit Corporation 1996 - 2000
W.W. Grainger 1993 - 1996
Scultz and Chez 1988 - 1992
Skills
Tax, Auditing, Tax Accounting, Accounting, Asset Management, Corporate Tax, Tax Returns, International Tax, Tax Advisory, Tax Research, Partnership Taxation, SEC filings, State Tax, Income Tax, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
Target May 2014 - Present
Target February 2014 - May 2014
Target February 2012 - February 2014
The Mosaic Company October 2009 - February 2012
Ernst & Young LLP July 2004 - October 2009
Skills
SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, Internal Audit, Process Improvement, Risk Assessment, Internal Controls, Performance Management, US GAAP, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, CPA, Enterprise Risk..., SAP
Education
Drake University 2000 — 2004
BSBA, Accounting and Management
Ernst & Young LLP October 1997 - Present
Anderson Consulting 1995 - 1997
Accenture 1995 - 1997
Education
Loyola University Chicago 1992 — 1995
Elmhurst College 1986 — 1990
B.S., Finance/Economics
Gordon Tech High Scool
Ernst & Young LLP June 2004 - Present
PriceWaterhouseCoopers Venezuela 1998 - 2002
Skills
Enterprise Risk..., Internal Audit, Internal Controls, External Audit, Sarbanes-Oxley Act, SAS70, Big 4, Auditing, US GAAP, IT Audit, Sarbanes-Oxley, CISA, COSO
Education
Drexel University - College of Business and Administration 2003 — 2004
MBA, Corporate Finance
Ernst & Young September 2009 - Present
Ernst & Young LLP September 2005 - Present
Arthur Andersen 2000 - 2003
Andersen 2000 - 2002
Skills
Accounting, Auditing, Corporate Tax, Tax, Tax Accounting
Education
Duquesne University 1996 — 2000
Ernst & Young LLP May 1996 - Present
Grant Thornton LLP September 1992 - May 1996
Kenneth Leventhal & Company September 1987 - September 1992
Skills
Tax Advisory, Tax Research, Tax Accounting, Income Tax, Tax, FIN 48, Big 4, CPA, Partnership Taxation, REIT, Financial Planners, Corporate Tax, International Tax, Due Diligence, Private Equity, US Tax, GAAP, State Tax, Auditing, Financial Structuring, FAS109
Education
DePaul University 1987 — 1991
Master's degree, Taxation
Purdue University - Krannert School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
Comcast 2014 - Present
PHH Mortgage August 2012 - 2014
Sprout Channel - NBCUniversal, Inc. March 2011 - August 2012
Bell Canada August 2007 - December 2010
Franklin Templeton Investments October 2005 - August 2007
Studio Internazionale Tributario(PwC Associate) March 2002 - May 2005
Ernst & Young LLP 2001 - 2002
Skills
Financial Analysis, Financial Modeling, Analysis, Strategic Planning, Management Consulting, Forecasting, Cross-functional Team..., Team Management, Financial Reporting, Multilingual - English,..., Managerial Finance, Salesforce.com, Multilingual, SAP, Strategic Financial..., Sales Commissions, Financial Planning, Financial Management, Bid/Deal Management, Strategy, Data Analysis, Consulting, Start-ups, Project Management, Finance, Management, Leadership
Education
St. John's University 2002 — 2005
Master of Business Administration (M.B.A.), International Business
Duke University 2014 — 2014
Certificate in Data Analysis
The American University of Rome
Bachelor's Degree, International Business, Valedictorian of graduating class - Summa Cum Laude -
American School of Tangiers
American High School Diploma
University of Pennsylvania - The Wharton School 2015 — 2016
Business Analytics Specialization
Michigan Energy Workforce Development Consortium November 2013 - Present
DTE Energy March 2002 - Present
Ernst & Young LLP 1998 - 2001
Wiedmayer Schneider Raham and Bennett LLP October 1996 - August 1998
Arthur Andersen & Co. August 1994 - September 1996
Skills
Internal Controls, Auditing, Process Improvement, Management, Sarbanes-Oxley Act, Accounting, Contract Management, Sarbanes-Oxley, Finance, SEC filings, Project Management, Financial Reporting, Internal Audit, Business Process..., SAP, Financial Analysis, Program Management, Business Process, Strategy, Budgets, Change Management
Education
Wayne State University 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Eastern Michigan University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Ernst & Young September 2008 - Present
Ernst & Young January 2005 - September 2008
Ernst & Young LLP October 2001 - January 2005
Ernst & Young LLP October 2001 - January 2005
KPMG LLP May 1999 - October 1999
Skills
Business Process..., Process Improvement, IT Strategy, Business Analysis, Information Technology, Training, Change Management, Project Management, Management Consulting, Program Management, Strategy, IT Service Management, Budgets, Performance Management, PMO, CRM, Analysis, Risk Assessment, Enterprise Feedback..., Feedback Management, Customer Intelligence, Customer success, Management, Leadership, Business Intelligence, Strategic Planning, Business Process
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certification, Business Management
Elon University 1991 — 1995
Bachelor of Arts, Philosophy, History
Cherry Hill East 1987 — 1991
High School Diploma
Seven Mile Capital Partners September 2011 - Present
Citi September 2009 - September 2011
Citigroup, Inc. March 2007 - September 2009
Citi Global Investment Bank April 2003 - March 2007
Citi/Salomon Smith Barney July 1994 - April 2003
Ernst & Young LLP 1988 - 1992
Education
The University of Chicago Booth School of Business 1992 — 1994
Drexel University 1984 — 1988
BA, Finance and Accounting
University of Central Florida August 2014 - Present
ESSEC Business School September 2012 - July 2014
Harman International December 2007 - February 2009
Harman International April 2006 - November 2007
Harman International June 2003 - March 2006
Lafarge North America, Inc. May 2001 - May 2003
Ernst & Young LLP January 1998 - May 2001
Skills
Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Audits, US GAAP, IFRS, Accounting, Analysis
Education
ESSEC - ESSEC Business School 2011 — 2014
PhD, Accounting/Audting
University of Alberta 2012 — 2012
Visiting Scholar
ESSEC - ESSEC Business School 2009 — 2011
Master of Research, Business Administration
The George Washington University - School of Business 2000 — 2002
MBA, International Business
Western Michigan University - Haworth College of Business 1993 — 1997
BBA, Accounting, Statistics
Allegheny Conference on Community Development March 2010 - Present
Allegheny Conference for Community Development November 2005 - March 2010
FFC Capital April 2005 - November 2005
PNC Equity Management Group September 1999 - March 2005
Ernst & Young LLP October 1995 - September 1999
Skills
Managerial Finance, Financial Analysis, Nonprofits, Strategic Planning, Fundraising, Budgets, Leadership, Policy, Analysis, Strategy, Policy Analysis, Project Management, Grants, Management, Financial Modeling, Team Building, Financial Reporting, Mergers & Acquisitions, SEC filings, Program Management
Education
Duquesne University 1991 — 1995
Bachelor's degree, Accounting
Certified Public Accountant
November 1998
Merrill Lynch February 2014 - Present
Merrill Lynch Private Banking & Investment Group 1999 - 2013
Ernst & Young LLP 1991 - 2000
Skills
High Net Worth..., Wealth Management..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Investment Management, Financial Planners, Series 7, Investment Advisory, Financial Advisory, Asset Allocation, Investments, Wealth, Estate Tax Planning, Trusts, Investment Strategies, Mutual Funds, Securities, Series 63, Asset Management, Hedge Funds, Family Office, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
CBRE Clarion Securities May 2005 - Present
Ernst & Young LLP 2000 - 2005
Ernst & Young 2000 - 2005
Education
Drexel University 1995 — 2000
B.S. in Business, Accounting
Drexel University - LeBow College of Business 1995 — 2000
Retired President and Chief Executive OfficerTurner Investments, L.P.April 2014 - September 2015
Stephen J. Negrotti, CPA January 2012 - April 2014
Ernst & Young LLP September 2007 - December 2011
Ernst & Young LLP 1976 - September 2007
Coopers & Lybrand (now PricewaterhouseCoopers) August 1973 - September 1976
Skills
SEC filings, Forecasting, Internal Controls, Accounting, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act
Education
The Pennsylvania State University 1969 — 1973
BS, Accounting
Drexel University
MBA, Finance
JPMorgan Chase & Co. March 2015 - Present
Western Union Business Solutions June 2014 - January 2015
Ernst & Young LLP April 2013 - April 2014
KPMG LLP April 2007 - March 2013
Global Tax Management July 2006 - March 2007
University of Pennsylvania March 2005 - June 2006
Skills
Private Investigations, Anti Money Laundering, Data Analytics, Certified Fraud Examiner, Forensic Accounting, Due Diligence, Auditing, Fraud, Financial Analysis, Risk Assessment, Finance
Education
Drexel University 2003 — 2006
Bachelor of Science, Business Administration; Accounting
Middlesex County College 2000 — 2002
N/A, Liberal Arts
BlackRock March 2014 - Present
BlackRock November 2004 - Present
Delaware Investments 2001 - 2004
PFPC 1993 - 2000
PFPC September 1993 - September 1998
Ernst & Youlng LLP 1997 - 1998
Ernst & Young LLP 1997 - 1998
Skills
Equities, Mutual Funds, Fund Accounting, Financial Reporting, SEC filings
Education
DeSales University 1988 — 1992
BS, Accounting
Walter E. Dandy Neurosurgical Society September 2013 - Present
Ernst & Young LLP 1994 - 1998
Education
Eastern Illinois University 1989 — 1994
CohnReznick LLP January 2013 - Present
LM+Co January 2009 - January 2013
Ernst & Young LLP September 2006 - November 2008
Ernst & Young LLP September 2001 - September 2006
Skills
Due Diligence, Restructuring, Financial Analysis, Internal Controls, Financial Audits, Audit, Mergers & Acquisitions, Valuation, Cash Flow, Auditing, SOX, Business Process..., Sarbanes-Oxley, Management Consulting, Business Planning, Assurance, Financial Statements, Big Four, Analytics, Turnaround Strategy, Finance, Management, Accounting, Analysis, Private Equity, Financial Modeling
Education
DePaul University 1997 — 2001
BS of Science, Accounting and Finance
James B Conant
Ernst & Young October 2005 - Present
Ernst & Young LLP October 2002 - October 2005
Ernst & Young LLP October 2000 - October 2002
HealthcareErnst & Young LLP July 1998 - October 2000
Kleissler Company April 1997 - June 1998
West Wayne, Inc April 1996 - March 1997
Duro Bag Company May 1990 - March 1996
DePaul Health Center September 1980 - April 1984
Eureka College September 1979 - August 1980
Education
Eastern Illinois University 1978 — 1979
M.S, Exercise Physiology
Southern Illinois University, Edwardsville 1973 — 1977
Bachelor of Science degree, Physical Education
AllianceBernstein Mutual Funds 2008 - Present
Deloitte & Touche LLP 1995 - 2008
Fidelity Accounting and Custody Services Company 1993 - 1995
Ernst & Young LLP 1975 - 1993
University of Chicago 1985 - 1992
Depaul University 1982 - 1985
Skills
Mutual Funds, Hedge Funds, Financial Services, Financial Reporting, Investment Management, Investment Valuation, Risk Management, Derivatives, Trading
Education
DePaul University 1978 — 1982
MS Taxation
University of Illinois at Urbana-Champaign
BS, Accounting
Stop & Shop September 2014 - Present
Stop & Shop June 2013 - September 2014
Ahold January 2005 - June 2013
The TJX Companies, Inc April 2003 - December 2004
Ernst & Young LLP May 1999 - April 2003
Skills
Auditing, Microsoft Excel, Internal Controls, Internal Audit, Financial Accounting, Analysis, Management, Finance, Banking, Financial Statements, Project Planning, Financial Reporting, Accounting
Education
Emmanuel College 2014 — 2016
Master's Degree, Human Resources Management
The University of Virginia, McIntire School of Commerce 1999 — 2000
Master of Science, Accounting
Tuskegee University, College of Business and Management 1995 — 1999
Bachelor of Science, Marketing
ThyssenKrupp Elevator August 2011 - Present
Global Pursuits Group October 2005 - January 2011
Ernst & Young LLP October 2005 - January 2011
Currently looking for a position July 1998 - January 2011
Ernst &Young LLP October 2002 - September 2005
Global Pursuits Group October 2000 - September 2002
Ernst & Young LLP July 1998 - September 2002
Ernst & Young LLP October 2000 - January 2002
HealthcareErnst & Young LLP July 1998 - October 2000
Kleissler Company April 1997 - June 1998
Education
Eastern Illinois University 1978 — 1979
Master of Science degree, Exercise Physiology
Southern Illinois University
Bachelor of Science degree, Physical Education
Ernst & Young LLP July 1998 - Present
Ernst & Young LLP 1998 - 2012
Skills
Accounting, Financial Reporting, Auditing, QuickBooks, Financial Accounting, Outlook, Tax, Accounts Payable, Financial Analysis, Internal Audit, Budgets, Accounts Receivable, Payroll, Bookkeeping, Financial Statements
Education
DePaul University
Unkar Systems, Inc September 2008 - Present
Man Investments June 2008 - August 2008
Man Investments July 2002 - May 2008
Ernst & Young LLP October 2000 - March 2002
Chicago Board of Trade December 1998 - September 2000
Chicago Board of Trade December 1997 - November 1998
Chicago Board of Trade May 1996 - November 1997
Hickory Ridge Conference Center April 1995 - May 1996
Hickory Ridge Conference Center November 1994 - March 1995
Skills
Internal Audit, Account Reconciliation, Internal Controls, Auditing, Asset Management, General Ledger, Asset Managment, Hedge Funds, Accounts Payable, Financial Statements, Finance, Accounting, GAAP, Tax
Education
DePaul University
Bachelor of Science, Commerce, Accountancy
NewYork Presbyterian Hospital - Ambulatory Care Network March 2005 - Present
Health & Hospitals Corporation 2000 - February 2005
Ernst & Young LLP 1997 - 1999
Skills
Revenue Cycle, Healthcare Industry, Physician Relations, EMR, JCAHO, HIPAA, Healthcare Information..., EHR, Management Consulting, Nonprofits, Business Process..., Clinical Laboratory..., Managed Care, Physicians, Health Services..., Operations Management, Program Development, Quality Improvement, Medicaid, Medicare, Program Evaluation, Credentialing, Practice Management
Education
Duke University
Master of Business Administration (MBA)
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Bosch 2011 - Present
SLF Consulting 2009 - 2011
ITW 2008 - 2009
Ernst & Young LLP February 2002 - March 2008
Arthur Andersen LLP January 1998 - March 2002
Skills
Budgets, Mergers & Acquisitions, Sales Tax, Forecasting, Use Tax, Accountants, International Tax, Accounts Payable, SAP, Property Tax, Financial Reporting, Strategy, Tax Preparation, Journal Entries, Internal Controls, Cost Accounting, Tax, Negotiation, Tax Credits, Outsourcing, State Tax, Auditing, Administration, Accounts Receivable, Tax Returns, GAAP, Income Tax, Preparation, Corporate Tax, CPA, Tax Law, Due Diligence, Financial Analysis, OneSource, Depreciation, Sales, Sarbanes-Oxley Act, Tax Advisory, US Tax, QuickBooks, FIN 48, General Ledger, Mergers, Integration, Accounting, Transfer Pricing, Management, Multi-State Sales Tax, SEC filings, Human Resources
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's Degree, Taxation
University of Illinois at Chicago
BS, Accounting
Santander Consumer USA Inc. 2014 - Present
United Services Automobile Association May 2012 - 2014
United Services Automobile Association March 2011 - May 2012
Simmons Bedding Company 2009 - 2009
Fiserv, Inc. 2008 - 2009
Ernst & Young LLP 2003 - 2008
FreeMarkets, Inc. 2000 - 2002
Legg Mason Wood Walker, Inc. 1997 - 2000
Skills
Financial Modeling, Risk Management, Forecasting, Business Process..., Strategy, Financial Analysis, Process Improvement, Analysis, Internal Controls, Internal Audit, Financial Risk, Banking, Management, Accounting, Finance, Management Consulting
Education
Emory University - Goizueta Business School
MBA, Finance and Strategy
University of Pittsburgh
Certificate in Accounting, Accounting
State University of New York at Albany
Bachelor of Arts, Economics
New Ground Healthcare Consulting, LLC November 2009 - Present
CHI St. Vincent Hot Springs January 2014 - October 2014
US Department of Commerce January 2009 - October 2009
St. Mary's Health Care November 1999 - December 2008
Ernst & Young LLP July 1993 - September 1999
Palms of Pasadena Hospital January 1991 - July 1993
US Army November 1971 - December 1975
Skills
Healthcare, Hospitals, Performance Improvement, Management Consulting, Strategic Planning, Healthcare Management, Business Strategy, Change Management, Process Improvement, Healthcare Information..., Managed Care, Patient Safety, Project Management, Team Building, Physicians, Strategy, Coaching, Operational Excellence, Healthcare Consulting, Sales, Training, Mergers & Acquisitions, Medicine, Consulting, Leadership, Leadership Development, Program Management, Start-ups, Organizational..., Executive Management, Acquisition Integration, Home Care, Operations Management, Orthopedic, Business Process..., Business Planning, Contract Negotiation, EHR, Healthcare Industry, Business Development, HIPAA
Education
Duke University 1967 — 1971
BA, Economics
Northwest Missouri State University 1973 — 1975
MBA, Business Administration
Ernst & Young Société d'Avocats June 2012 - Present
Ernst & Young LLP October 2010 - June 2012
Ernst & Young Société d'Avocats January 2008 - December 2010
Linklaters March 2006 - July 2006
Landwell & Associés, Law Firm member of the international PwC network March 2005 - June 2005
L'Oréal July 2003 - June 2004
Education
EDHEC Business School
Master
Ecole de Formation du Barreau de Paris
Université Paris Dauphine
Master in Corporate Taxation, Tax
Kidd Jones Oil Company May 2000 - Present
Ernst & Young LLP July 1984 - March 2000
Education
Eastfield College
Cedar Ridge Partners August 2013 - Present
Cooperstown Capital Management LLC March 2010 - August 2013
Durham Asset Management LLC January 2003 - December 2009
The Delaware Bay Company Inc. October 1996 - January 2003
Ernst & Young LLP June 1993 - September 1996
Education
NYU Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Accounting
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Economics and Spanish