Financial Consultant
Industry: Occupation
DescriptionA financial adviser is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisers have to complete specific training and hold a license to provide advice. Median pay (annual): 89,160 USD (2015) Median pay (hourly): 42.86 USD (2015) Entry level education: Bachelor's degree Projected 10-year growth: 30% (2014) Number of jobs: 249,400 (2014) Similar professions: Real Estate Broker, Insurance Agent, People also search for: Adviser, Financial planner, Broker, Investor,
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Financial Consultant Employees
Employee
Years
Job
Industry
Darrell Brookstein Darrell Brookstein's Financial Consultant Experience 1993 - 1996
Job Financial Services Entrepreneur
Industry Financial Services
Experience
Self-employed EVP of Corporate Development & FinanceStellar Biotechnologies, Inc.2009 - 2013
The Nanotech Company. LLC 2002 - 2009
Resource Development Advisors, Inc 1996 - 2006
London Taylor Group, LLC 1997 - 2001
Global Resource Development, Inc 1995 - 1997
Financial Consultant 1993 - 1996
Aslan Financial Group, Inc 1991 - 1992
The Mining Prospector, Inc 1981 - 1990
First Georgetown Securities, Inc 1975 - 1988
Aslan Associates, Inc 1976 - 1979
Skills
Trading, Investments, Hedge Funds, Mutual Funds, Natural Resources, Money Management, Financial Analysis, Finance, Financial Reporting, Corporate Finance, Corporate Communications, Corporate Development, Newsletters, Editing, Business Strategy, New Business Development, Business Development, Business Analysis, Capital Markets, Venture Capital, Capital Raising, Biotechnology, Nanotechnology, Entrepreneurship, Private Equity, Portfolio Management
Education
Duke University 1969 — 1973
BA, English Literature
Self-employed EVP of Corporate Development & FinanceStellar Biotechnologies, Inc.2009 - 2013
The Nanotech Company. LLC 2002 - 2009
Resource Development Advisors, Inc 1996 - 2006
London Taylor Group, LLC 1997 - 2001
Global Resource Development, Inc 1995 - 1997
Financial Consultant 1993 - 1996
Aslan Financial Group, Inc 1991 - 1992
The Mining Prospector, Inc 1981 - 1990
First Georgetown Securities, Inc 1975 - 1988
Aslan Associates, Inc 1976 - 1979
Skills
Trading, Investments, Hedge Funds, Mutual Funds, Natural Resources, Money Management, Financial Analysis, Finance, Financial Reporting, Corporate Finance, Corporate Communications, Corporate Development, Newsletters, Editing, Business Strategy, New Business Development, Business Development, Business Analysis, Capital Markets, Venture Capital, Capital Raising, Biotechnology, Nanotechnology, Entrepreneurship, Private Equity, Portfolio Management
Education
Duke University 1969 — 1973
BA, English Literature
Raul Quiroz Raul Quiroz's Financial Consultant Experience January 2014 - September 2015
Job Finance at Ohio National Financial Services
Industry Banking
Experience
Ohio National Financial Services September 2015 - Present
Corporate Finance Consultant January 2014 - Present
International Leaders in Financial Operations & Risk Management January 2014 - September 2015
Financial Consultant January 2014 - September 2015
JP Morgan Chase August 2010 - September 2013
Citibank January 2010 - July 2010
Citigroup May 2006 - December 2009
Citigroup February 2004 - April 2006
Citigroup November 2002 - January 2004
Citigroup April 2002 - November 2002
Skills
Portfolio Management, Valuation, Financial Risk, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Banking, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Investments, International Business, Foreign Languages, Trading, Analysis, Market Risk, Executive Management, Operational Risk, Corporate Finance, Investment Banking, Competitive Analysis, Financial Reporting, Credit Analysis, Treasury, Financial Structuring, Financial Services, Strategic Financial..., Corporate FP&A, Corporate Financial..., Country Risk Analysis, Financial Risk..., Financial Planning
Education
Kaplan University-Davenport Campus 2014 — 2016
Master's degree, Accounting and Finance
Indiana University 1998 — 2000
MBA, Finance-International Business
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Universidad Panamericana 1987 — 1991
B.S., Economics
Ohio National Financial Services September 2015 - Present
Corporate Finance Consultant January 2014 - Present
International Leaders in Financial Operations & Risk Management January 2014 - September 2015
Financial Consultant January 2014 - September 2015
JP Morgan Chase August 2010 - September 2013
Citibank January 2010 - July 2010
Citigroup May 2006 - December 2009
Citigroup February 2004 - April 2006
Citigroup November 2002 - January 2004
Citigroup April 2002 - November 2002
Skills
Portfolio Management, Valuation, Financial Risk, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Banking, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Investments, International Business, Foreign Languages, Trading, Analysis, Market Risk, Executive Management, Operational Risk, Corporate Finance, Investment Banking, Competitive Analysis, Financial Reporting, Credit Analysis, Treasury, Financial Structuring, Financial Services, Strategic Financial..., Corporate FP&A, Corporate Financial..., Country Risk Analysis, Financial Risk..., Financial Planning
Education
Kaplan University-Davenport Campus 2014 — 2016
Master's degree, Accounting and Finance
Indiana University 1998 — 2000
MBA, Finance-International Business
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Universidad Panamericana 1987 — 1991
B.S., Economics
Steve Terzian Steve Terzian's Financial Consultant Experience 2012 - Present
Job Manager Financial Planning Analysis
Industry Accounting
Experience
Financial Consultant 2012 - Present
Danaher (Leica Microsystems) 2010 - 2012
Independent Consultant 2007 - 2010
HSBC 2005 - 2007
Washington Mutual 2002 - 2005
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Budget Process, Forecasting, Variance Analysis, Expense Analysis, Metrics, Consolidation, Accounting, Statement Analysis, Operational Support, Board Package, Data Analytics, Cost Savings Strategies, Dashboarding, Strategic Planning, Trend Analysis, Business Analysis, Monthly Close, Corporate Finance, Systems, Microsoft Excel, SAP, PeopleSoft, Microsoft Word, Pivot Tables, PowerPoint, Sales Analysis, Consolidations, Analysis, Budgets, Due Diligence, Accounts Receivable, Management, Cost Accounting, Financial Statements, Finance, Strategic Financial..., Financial Forecasting, Financial Planning
Education
Lake Forest Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance Concentration
DePaul University
Bachelor of Science (BS), Finance
Financial Consultant 2012 - Present
Danaher (Leica Microsystems) 2010 - 2012
Independent Consultant 2007 - 2010
HSBC 2005 - 2007
Washington Mutual 2002 - 2005
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Budget Process, Forecasting, Variance Analysis, Expense Analysis, Metrics, Consolidation, Accounting, Statement Analysis, Operational Support, Board Package, Data Analytics, Cost Savings Strategies, Dashboarding, Strategic Planning, Trend Analysis, Business Analysis, Monthly Close, Corporate Finance, Systems, Microsoft Excel, SAP, PeopleSoft, Microsoft Word, Pivot Tables, PowerPoint, Sales Analysis, Consolidations, Analysis, Budgets, Due Diligence, Accounts Receivable, Management, Cost Accounting, Financial Statements, Finance, Strategic Financial..., Financial Forecasting, Financial Planning
Education
Lake Forest Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance Concentration
DePaul University
Bachelor of Science (BS), Finance
Tim Carroll Tim Carroll's Financial Consultant Experience November 2013 - Present
Job Accounting Professional/Consultant
Industry Accounting
Experience
Kansas City Repertory Theatre 2014 - Present
Financial Consultant November 2013 - Present
RBC Medical Innovations 2013 - 2015
Jefferson City Area YMCA 1996 - 2013
Cottonstone Gallery January 2000 - April 2007
Skills
Forecasting, Accounting, QuickBooks, Microsoft Excel, Microsoft Office, IT Operations, Human Resources, Microsoft Word, Outlook, Project Management, Razors Edge, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Finance, Financial Reporting, Leadership, Analysis, Budgets
Education
William Woods University 2012 — 2013
Master of Business Administration (MBA), Accounting
Missouri State University 1990 — 1994
Bachelor of Science (BS), Accounting
Kansas City Repertory Theatre 2014 - Present
Financial Consultant November 2013 - Present
RBC Medical Innovations 2013 - 2015
Jefferson City Area YMCA 1996 - 2013
Cottonstone Gallery January 2000 - April 2007
Skills
Forecasting, Accounting, QuickBooks, Microsoft Excel, Microsoft Office, IT Operations, Human Resources, Microsoft Word, Outlook, Project Management, Razors Edge, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Finance, Financial Reporting, Leadership, Analysis, Budgets
Education
William Woods University 2012 — 2013
Master of Business Administration (MBA), Accounting
Missouri State University 1990 — 1994
Bachelor of Science (BS), Accounting
Stephen Freilich, CFA Stephen Freilich, CFA's Financial Consultant Experience August 2011 - May 2013
Job Senior Fixed Income Portfolio Manager SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank May 2013 - Present
SilverLeaf Capital Advisors July 2012 - May 2013
Financial Consultant August 2011 - May 2013
South Florida Water Management District January 2002 - July 2011
Clerk & Comptroller, Palm Beach County September 1998 - January 2002
Capital Asset Research Corp April 1996 - September 1998
Skills
Fixed Income, Bonds, Financial Analysis, Budgets, Government, Capital Markets, Financial Modeling, Due Diligence, Valuation, Securities, Strategic Planning, Investments, Portfolio Management, Financial Reporting, Asset Managment, Accounting, Strategic Financial..., Financial Markets, Real Estate, Asset Allocation, Asset Management, Banking, Finance, Financial Planning, Investment Management, Investment Strategies, Risk Management
Education
George Mason University 1984 — 1987
Bachelor of Science, Finance; investment analysis and portfolio management
George Mason University
SunTrust Bank May 2013 - Present
SilverLeaf Capital Advisors July 2012 - May 2013
Financial Consultant August 2011 - May 2013
South Florida Water Management District January 2002 - July 2011
Clerk & Comptroller, Palm Beach County September 1998 - January 2002
Capital Asset Research Corp April 1996 - September 1998
Skills
Fixed Income, Bonds, Financial Analysis, Budgets, Government, Capital Markets, Financial Modeling, Due Diligence, Valuation, Securities, Strategic Planning, Investments, Portfolio Management, Financial Reporting, Asset Managment, Accounting, Strategic Financial..., Financial Markets, Real Estate, Asset Allocation, Asset Management, Banking, Finance, Financial Planning, Investment Management, Investment Strategies, Risk Management
Education
George Mason University 1984 — 1987
Bachelor of Science, Finance; investment analysis and portfolio management
George Mason University
Pervin Pardiwala Pervin Pardiwala's Financial Consultant Experience January 2009 - September 2014
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
Financial Consultant January 2009 - September 2014
Dodsal Corporation Ltd June 2002 - December 2008
PwC May 1994 - May 2000
Skills
Auditing, Assurance, Financial Reporting, Internal Controls, Financial Accounting, External Audit, IFRS, GAAP, Managerial Finance, Accounting, Financial Audits, US GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Financial Statement..., Financial Analysis, Internal Audit
Education
The Institute of Chartered Accountants of India 1994 — 1998
Bachelor of Commerce (BCom), Accounting and Finance
The Maharaja Sayajirao University of Baroda 1988 — 1991
Bachelor's degree, Accounting and Finance
PwC October 2014 - Present
Financial Consultant January 2009 - September 2014
Dodsal Corporation Ltd June 2002 - December 2008
PwC May 1994 - May 2000
Skills
Auditing, Assurance, Financial Reporting, Internal Controls, Financial Accounting, External Audit, IFRS, GAAP, Managerial Finance, Accounting, Financial Audits, US GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Financial Statement..., Financial Analysis, Internal Audit
Education
The Institute of Chartered Accountants of India 1994 — 1998
Bachelor of Commerce (BCom), Accounting and Finance
The Maharaja Sayajirao University of Baroda 1988 — 1991
Bachelor's degree, Accounting and Finance
Jason Markowitz Jason Markowitz's Financial Consultant Experience 2010 - 2012
Job Owner/Area Director at ActiKare of San Diego
Industry Retail
Experience
Acti-Kare of San Diego February 2015 - Present
Downtown Shoe Biz & Repairs 2009 - Present
Financial Consultant 2010 - 2012
New Start Solutions, LLC 2005 - 2009
Quick Capital, LLC 2005 - 2009
National Taxpayers Union and Foundation 2004 - 2005
Education
Regis University 2001 — 2003
Master of Business Administration (M.B.A.), Non Profit Management
University of Nevada-Las Vegas 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
Acti-Kare of San Diego February 2015 - Present
Downtown Shoe Biz & Repairs 2009 - Present
Financial Consultant 2010 - 2012
New Start Solutions, LLC 2005 - 2009
Quick Capital, LLC 2005 - 2009
National Taxpayers Union and Foundation 2004 - 2005
Education
Regis University 2001 — 2003
Master of Business Administration (M.B.A.), Non Profit Management
University of Nevada-Las Vegas 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
Jeffrey Anthony's Financial Consultant Experience 1990 - 2000
Job Finance Executive
Industry Executive Office
Experience
WealthPoint, LLC September 2015 - Present
Sun Orchard, Inc. March 2011 - March 2015
Ewing Irrigation Products June 2008 - September 2009
Insight January 2007 - April 2008
Horizon Distributors Inc. 2001 - 2006
Financial Consultant 1990 - 2000
Financial Consultant 1990 - 2000
Deloitte 1981 - 1984
Skills
Accounting, Forecasting, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Management, Leadership, Human Resources, Process Improvement, Program Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Managerial Finance, Executive Management, Business Strategy, Auditing, Strategy, Contract Negotiation, Tax, Manufacturing, Accounts Payable, Restructuring, Cash Management, Team Building
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance, Latin America, Spanish
Arizona State University 1977 — 1981
BS, Accounting
WealthPoint, LLC September 2015 - Present
Sun Orchard, Inc. March 2011 - March 2015
Ewing Irrigation Products June 2008 - September 2009
Insight January 2007 - April 2008
Horizon Distributors Inc. 2001 - 2006
Financial Consultant 1990 - 2000
Financial Consultant 1990 - 2000
Deloitte 1981 - 1984
Skills
Accounting, Forecasting, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Management, Leadership, Human Resources, Process Improvement, Program Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Managerial Finance, Executive Management, Business Strategy, Auditing, Strategy, Contract Negotiation, Tax, Manufacturing, Accounts Payable, Restructuring, Cash Management, Team Building
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance, Latin America, Spanish
Arizona State University 1977 — 1981
BS, Accounting
Jen Neale's Financial Consultant Experience November 2013 - February 2014
Job Editor Puck Daddy at Yahoo Sports
Industry Sports
Experience
Yahoo October 2013 - Present
Financial Consultant November 2013 - February 2014
Ridemakerz, LLC July 2012 - November 2013
Rip Curl, Inc. October 2010 - March 2012
Cookie Lee August 2003 - September 2010
Skills
Microsoft Excel, Accounts Receivable, Budgets, Forecasting, Microsoft Office, Microsoft Word, Social Networking, Outlook, Retail, Leadership
Education
California State University-Fullerton 2015 — 2017
Master of Social Work (M.S.W.)
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master of Arts (M.A.), Psychology
California State University-Fullerton
Bachelors of Arts, Business Administration - Finance
San Diego State University-California State University
Yahoo October 2013 - Present
Financial Consultant November 2013 - February 2014
Ridemakerz, LLC July 2012 - November 2013
Rip Curl, Inc. October 2010 - March 2012
Cookie Lee August 2003 - September 2010
Skills
Microsoft Excel, Accounts Receivable, Budgets, Forecasting, Microsoft Office, Microsoft Word, Social Networking, Outlook, Retail, Leadership
Education
California State University-Fullerton 2015 — 2017
Master of Social Work (M.S.W.)
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master of Arts (M.A.), Psychology
California State University-Fullerton
Bachelors of Arts, Business Administration - Finance
San Diego State University-California State University
Mary Ropp's Financial Consultant Experience January 2009 - Present
Job IT Consultant Process Management at Cardinal Health
Industry Financial Services
Experience
Cardinal Health May 2014 - Present
Financial Consultant January 2009 - Present
Honda R&D February 2013 - April 2014
Avitae USA, LLC January 2012 - December 2012
Dawson Resources May 2007 - April 2010
2005-2007McDonald's Corporation December 2005 - May 2007
Dungarvin Ohio Inc January 2000 - December 2005
Skills
Financial Statements, Financial Reporting, Financial Analysis, Trend Analysis, Accounting, Accounts Payable, Payroll, Budgets, Account Reconciliation, Accounts Receivable, Invoicing, Access, Auditing, Great Plains Software, Peachtree, Cash Management, Finance, Internal Controls, Analysis, Process Improvement, General Ledger, Forecasting, Management, Team Building, Strategic Planning, Leadership, Project Management
Education
Franklin University 2012 — 2013
Bachelor's degree 2013, Accounting
Columbus State 2009 — 2011
Associate's degree, Accounting
Cardinal Health May 2014 - Present
Financial Consultant January 2009 - Present
Honda R&D February 2013 - April 2014
Avitae USA, LLC January 2012 - December 2012
Dawson Resources May 2007 - April 2010
2005-2007McDonald's Corporation December 2005 - May 2007
Dungarvin Ohio Inc January 2000 - December 2005
Skills
Financial Statements, Financial Reporting, Financial Analysis, Trend Analysis, Accounting, Accounts Payable, Payroll, Budgets, Account Reconciliation, Accounts Receivable, Invoicing, Access, Auditing, Great Plains Software, Peachtree, Cash Management, Finance, Internal Controls, Analysis, Process Improvement, General Ledger, Forecasting, Management, Team Building, Strategic Planning, Leadership, Project Management
Education
Franklin University 2012 — 2013
Bachelor's degree 2013, Accounting
Columbus State 2009 — 2011
Associate's degree, Accounting
David Gillaspy David Gillaspy's Financial Consultant Experience August 1997 - April 2013
Job Compliance Analyst at Madison Avenue Securities
Industry Financial Services
Experience
Madison Avenue Securities April 2013 - Present
Financial Consultant August 1997 - April 2013
Skills
Life Insurance, Financial Analysis, Risk Management, Leadership, Customer Service, Sales, Finance
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.), Philosophy
Madison Avenue Securities April 2013 - Present
Financial Consultant August 1997 - April 2013
Skills
Life Insurance, Financial Analysis, Risk Management, Leadership, Customer Service, Sales, Finance
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.), Philosophy
Amanda Marsted Amanda Marsted's Financial Consultant Experience 2002 - 2006
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Steven Battles Steven Battles's Financial Consultant Experience April 2011 - March 2012
Job Director of Finance at Meyers Nave
Industry Executive Office
Experience
Meyers Nave August 2014 - Present
Deluxe March 2012 - August 2014
Financial Consultant April 2011 - March 2012
Financial Executives International May 2010 - January 2012
Bain & Company 2001 - 2010
LSI Logic Corporation 1998 - 2001
AirTouch Cellular 1991 - 1998
PepsiCo 1985 - 1991
KPMG 1983 - 1985
Skills
Local Taxes, Business Process..., Coda, Acquisition Integration, Business Transformation, Accounting, Audit, Internal Controls, Financial Planning, SAP, Budgeting, Big 4, Auditing, General Ledger, Financial Analysis, Financial Reporting, Budgets, Strategic Financial..., Consolidation, Tax, Private Equity, Forecasting, Internal Audit, Leadership, Cross-functional Team..., Finance, Due Diligence, Sarbanes-Oxley Act, Business Strategy, Accounts Receivable, Management, Managerial Finance, Mergers & Acquisitions, Outsourcing, Executive Management, Risk Management, Corporate Finance, Restructuring, Cash Flow, Financial Modeling, Analysis, Business Planning, Variance Analysis, Cash Management, US GAAP, GAAP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Management
Texas Christian University - M.J. Neeley School of Business
BBA, Accounting
Meyers Nave August 2014 - Present
Deluxe March 2012 - August 2014
Financial Consultant April 2011 - March 2012
Financial Executives International May 2010 - January 2012
Bain & Company 2001 - 2010
LSI Logic Corporation 1998 - 2001
AirTouch Cellular 1991 - 1998
PepsiCo 1985 - 1991
KPMG 1983 - 1985
Skills
Local Taxes, Business Process..., Coda, Acquisition Integration, Business Transformation, Accounting, Audit, Internal Controls, Financial Planning, SAP, Budgeting, Big 4, Auditing, General Ledger, Financial Analysis, Financial Reporting, Budgets, Strategic Financial..., Consolidation, Tax, Private Equity, Forecasting, Internal Audit, Leadership, Cross-functional Team..., Finance, Due Diligence, Sarbanes-Oxley Act, Business Strategy, Accounts Receivable, Management, Managerial Finance, Mergers & Acquisitions, Outsourcing, Executive Management, Risk Management, Corporate Finance, Restructuring, Cash Flow, Financial Modeling, Analysis, Business Planning, Variance Analysis, Cash Management, US GAAP, GAAP
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Management
Texas Christian University - M.J. Neeley School of Business
BBA, Accounting
Sheri Main Sheri Main's Financial Consultant Experience 2008 - Present
Job Selfemployed as Financial Consultant
Industry Financial Services
Experience
Financial Consultant 2008 - Present
Marlin Equity Partners November 2008 - 2012
Micron Technology 1996 - 2007
Coopers & Lybrand 1984 - 1995
Skills
Auditing, Financial Reporting, Internal Audit, Mergers & Acquisitions, Financial Modeling, Finance, Internal Controls, Corporate Finance, Due Diligence, Accounting
Education
University of Idaho 1979 — 1983
Bachelor of Science (BS), Accounting
Financial Consultant 2008 - Present
Marlin Equity Partners November 2008 - 2012
Micron Technology 1996 - 2007
Coopers & Lybrand 1984 - 1995
Skills
Auditing, Financial Reporting, Internal Audit, Mergers & Acquisitions, Financial Modeling, Finance, Internal Controls, Corporate Finance, Due Diligence, Accounting
Education
University of Idaho 1979 — 1983
Bachelor of Science (BS), Accounting
Angee Brascom Angee Brascom's Financial Consultant Experience July 2011 - Present
Job College Professor/Financial Consultant
Industry Higher Education
Experience
Pikes Peak Community College August 2014 - Present
IntelliTec Colleges April 2014 - Present
Financial Consultant July 2011 - Present
College America June 2010 - November 2012
Skills
Teaching, Public Speaking, Leadership Development, Microsoft Office, PowerPoint, Grant Writing, Nonprofits, Customer Service, Microsoft Excel, Team Building, Fundraising, Strategic Planning, Team Leadership, Project Management, College Recruiting, Security Clearance, Program Management, Military, Motivated self-starter
Education
Colorado Technical University 2008 — 2012
Bachelor's, Information Technoloty
Pikes Peak Community College August 2014 - Present
IntelliTec Colleges April 2014 - Present
Financial Consultant July 2011 - Present
College America June 2010 - November 2012
Skills
Teaching, Public Speaking, Leadership Development, Microsoft Office, PowerPoint, Grant Writing, Nonprofits, Customer Service, Microsoft Excel, Team Building, Fundraising, Strategic Planning, Team Leadership, Project Management, College Recruiting, Security Clearance, Program Management, Military, Motivated self-starter
Education
Colorado Technical University 2008 — 2012
Bachelor's, Information Technoloty
Ellen Reif Ellen Reif's Financial Consultant Experience 2006 - 2008
Job Institutional Marketing
Industry
Experience
Pride July 2013 - Present
The Foote School 2011 - Present
Stevens Cooperative School July 2009 - June 2010
Financial Consultant 2006 - 2008
Morgan Stanley Investment Management 1999 - 2005
Morgan Stanley Dean Witter InterCapital 1997 - 1999
Skills
Marketing Communications, Investor Relations, Copywriting, Microsoft Office, Training, Project Coordination, Education, Budget Monitoring, Proofreading, Production Planning, Marketing Strategy, Editing, Corporate Communications, Content Management, Project Management, Curriculum Development, Lesson Planning
Education
Bank Street College of Education 2005 — 2010
M.S.
Virginia Polytechnic Institute and State University
B.A.
Pride July 2013 - Present
The Foote School 2011 - Present
Stevens Cooperative School July 2009 - June 2010
Financial Consultant 2006 - 2008
Morgan Stanley Investment Management 1999 - 2005
Morgan Stanley Dean Witter InterCapital 1997 - 1999
Skills
Marketing Communications, Investor Relations, Copywriting, Microsoft Office, Training, Project Coordination, Education, Budget Monitoring, Proofreading, Production Planning, Marketing Strategy, Editing, Corporate Communications, Content Management, Project Management, Curriculum Development, Lesson Planning
Education
Bank Street College of Education 2005 — 2010
M.S.
Virginia Polytechnic Institute and State University
B.A.
Alan Omori Alan Omori's Financial Consultant Experience April 2013 - October 2014
Job Controller at Carnow Conibear & Assoc., Ltd.
Industry Accounting
Experience
Lead Abatement Resource Center (LARC) March 2015 - Present
Carnow, Conibear & Associates, Ltd. October 2014 - Present
Financial Consultant April 2013 - October 2014
Development Specialists, Inc. April 1997 - March 2013
Lakeview TeleSystems, Inc. d/b/a Express Direct 1994 - 1997
ChemFab Corporation, Hi-Temp Materials Division 1991 - 1994
NEC Technologies 1989 - 1991
National Pinkert Steel 1986 - 1989
AMCA International 1983 - 1986
Arthur Young & Company 1982 - 1983
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Cash Management, Accounting, Mergers & Acquisitions, Restructuring, Auditing, Forensic Accounting, Due Diligence, Finance, Litigation Support, Budget Forecasts, Internal Controls, Internal Audit, Account Reconciliation, Cash Flow Forecasting, Corporate Finance, Forecasting, Management, Variance Analysis, Valuation, Chapter 11 Bankruptcy..., Policies and Procedures, Budgeting, Financial Forecasting, Planning Budgeting &..., Registered CPA in...
Education
DePaul University 1977 — 1982
BSC, Accountancy
Lead Abatement Resource Center (LARC) March 2015 - Present
Carnow, Conibear & Associates, Ltd. October 2014 - Present
Financial Consultant April 2013 - October 2014
Development Specialists, Inc. April 1997 - March 2013
Lakeview TeleSystems, Inc. d/b/a Express Direct 1994 - 1997
ChemFab Corporation, Hi-Temp Materials Division 1991 - 1994
NEC Technologies 1989 - 1991
National Pinkert Steel 1986 - 1989
AMCA International 1983 - 1986
Arthur Young & Company 1982 - 1983
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Cash Management, Accounting, Mergers & Acquisitions, Restructuring, Auditing, Forensic Accounting, Due Diligence, Finance, Litigation Support, Budget Forecasts, Internal Controls, Internal Audit, Account Reconciliation, Cash Flow Forecasting, Corporate Finance, Forecasting, Management, Variance Analysis, Valuation, Chapter 11 Bankruptcy..., Policies and Procedures, Budgeting, Financial Forecasting, Planning Budgeting &..., Registered CPA in...
Education
DePaul University 1977 — 1982
BSC, Accountancy
Sani L. Venkatesan Sani L. Venkatesan's Financial Consultant Experience June 2000 - June 2011
Job Project Manager at American Airlines Federal Credit Union (Experis)
Industry Financial Services
Experience
American Airlines Federal Credit Union (Experis) July 2014 - December 2014
Wells Fargo (Experis) December 2012 - June 2014
Staffmark (JCPenney) December 2011 - December 2012
Wells Fargo Bank October 2008 - June 2011
Financial Consultant June 2000 - June 2011
M&T Bank February 2008 - October 2008
JPMorgan Chase July 2007 - January 2008
Siemens Government Services March 2007 - December 2007
US Forest Service January 2005 - September 2006
Vector SGI/Medavente July 2004 - November 2004
Education
Harding University 2003 — 2004
MBA, Business
Harding University 1993 — 1998
BA HR, Business/Human Resources
Union Endicott 1988 — 1992
American Airlines Federal Credit Union (Experis) July 2014 - December 2014
Wells Fargo (Experis) December 2012 - June 2014
Staffmark (JCPenney) December 2011 - December 2012
Wells Fargo Bank October 2008 - June 2011
Financial Consultant June 2000 - June 2011
M&T Bank February 2008 - October 2008
JPMorgan Chase July 2007 - January 2008
Siemens Government Services March 2007 - December 2007
US Forest Service January 2005 - September 2006
Vector SGI/Medavente July 2004 - November 2004
Education
Harding University 2003 — 2004
MBA, Business
Harding University 1993 — 1998
BA HR, Business/Human Resources
Union Endicott 1988 — 1992
Marco Carvajal Marco Carvajal's Financial Consultant Experience June 2002 - December 2003
Job at Interamerican Development Bank
Industry Banking
Experience
Interamerican Development Bank October 2010 - Present
GE Consumer Finance - BAC Credomatic Network January 2004 - August 2010
Financial Consultant June 2002 - December 2003
Citi Group March 1995 - March 2001
Estructuras de Concreto S.A. March 1994 - March 1995
Skills
Credit Risk, Compliance, Operational Risk..., Risk Management, Banking, Investments, Portfolio Management, Finance, Loans, Credit Analysis, Financial Risk, Analysis, Credit, Financial Services, Financial Markets, Business Strategy, Asset Management, Commercial Banking, Operational Risk, Basel II, Process Improvement, Market Risk, Project Finance, Financial Structuring, Corporate Finance
Education
INCAE Business School 1989 — 1991
Master of Business Administration, Finance, MBA
Universidad de Costa Rica 1980 — 1985
Bachelor's Degree, Civil Engineering, Licenciado
Interamerican Development Bank October 2010 - Present
GE Consumer Finance - BAC Credomatic Network January 2004 - August 2010
Financial Consultant June 2002 - December 2003
Citi Group March 1995 - March 2001
Estructuras de Concreto S.A. March 1994 - March 1995
Skills
Credit Risk, Compliance, Operational Risk..., Risk Management, Banking, Investments, Portfolio Management, Finance, Loans, Credit Analysis, Financial Risk, Analysis, Credit, Financial Services, Financial Markets, Business Strategy, Asset Management, Commercial Banking, Operational Risk, Basel II, Process Improvement, Market Risk, Project Finance, Financial Structuring, Corporate Finance
Education
INCAE Business School 1989 — 1991
Master of Business Administration, Finance, MBA
Universidad de Costa Rica 1980 — 1985
Bachelor's Degree, Civil Engineering, Licenciado
Debbie Gitt Debbie Gitt's Financial Consultant Experience May 2011 - Present
Job CEO, Mason Inc.
Industry Consumer Services
Experience
Mason Inc. February 2011 - Present
Financial consultant May 2011 - Present
LindyGroove September 2001 - January 2013
LindyGroove September 2000 - January 2013
Snack Factory, LLC July 2010 - March 2011
Neuro Brands March 2009 - May 2010
Neuro Brands March 2009 - May 2009
glaceau, makers of vitaminwater & smartwater June 2003 - May 2008
Skills
Brand Development, Marketing Management, Customer Acquisition, Marketing, Account Management, Grocery, Key Account Development, Consumer Products, Cross-functional Team..., Management, New Business Development, Sales, Sales Management
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Arts, Sociology & Women's Studies
University of California, Santa Barbara 1997 — 1999
Westlake High School, CA
Mason Inc. February 2011 - Present
Financial consultant May 2011 - Present
LindyGroove September 2001 - January 2013
LindyGroove September 2000 - January 2013
Snack Factory, LLC July 2010 - March 2011
Neuro Brands March 2009 - May 2010
Neuro Brands March 2009 - May 2009
glaceau, makers of vitaminwater & smartwater June 2003 - May 2008
Skills
Brand Development, Marketing Management, Customer Acquisition, Marketing, Account Management, Grocery, Key Account Development, Consumer Products, Cross-functional Team..., Management, New Business Development, Sales, Sales Management
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Arts, Sociology & Women's Studies
University of California, Santa Barbara 1997 — 1999
Westlake High School, CA
DAVID CHRISTOPHER DAVID CHRISTOPHER's Financial Consultant Experience 2010 - 2012
Job Vice President Finance at C&S Wholesale Grocers
Industry Executive Office
Experience
C&S Wholesale Grocers March 2013 - Present
Financial Consultant 2010 - 2012
SpinVox 2009 - 2010
Artemis Woman LLC 2006 - 2010
SemEquip 2003 - 2008
Pro-Pharmaceuticals 2003 - 2003
Bryant Park Capital 2001 - 2003
JPMorgan Chase 1997 - 2001
Donaldson, Lufkin & Jenrette 1992 - 1995
HAMBRO RESOURCE DEVELOPMENT, INC. 1990 - 1992
Skills
Mergers, Turn Around Management, Finance, Capital Allocation, Accounting, Investors, Human Resources, Venture Capital, Private Equity, Corporate Development, Start-ups, Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investment Banking, Financial Analysis, Restructuring, Equities, Treasury Management, Cash Flow Forecasting, Cash Management, Bonds, Convertible Bonds, High Yield Bonds, DCF Valuation, Derivatives, Financial Accounting, Cost Accounting, Operating Budgets, Asset Backed Financing, Venture Debt, Insurance, Legal, Contract Negotiation, Legal Contract Review, Financial Audits, Angel Investing, Board of Director..., Executive Management, Ratings Advisory, Due Diligence, Liquidity Management, Global Finance, SOX Compliancy, IPO, Private Companies, Investor Relations, Corporate Tax, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1996
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1990
Bachelor's Degree
C&S Wholesale Grocers March 2013 - Present
Financial Consultant 2010 - 2012
SpinVox 2009 - 2010
Artemis Woman LLC 2006 - 2010
SemEquip 2003 - 2008
Pro-Pharmaceuticals 2003 - 2003
Bryant Park Capital 2001 - 2003
JPMorgan Chase 1997 - 2001
Donaldson, Lufkin & Jenrette 1992 - 1995
HAMBRO RESOURCE DEVELOPMENT, INC. 1990 - 1992
Skills
Mergers, Turn Around Management, Finance, Capital Allocation, Accounting, Investors, Human Resources, Venture Capital, Private Equity, Corporate Development, Start-ups, Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investment Banking, Financial Analysis, Restructuring, Equities, Treasury Management, Cash Flow Forecasting, Cash Management, Bonds, Convertible Bonds, High Yield Bonds, DCF Valuation, Derivatives, Financial Accounting, Cost Accounting, Operating Budgets, Asset Backed Financing, Venture Debt, Insurance, Legal, Contract Negotiation, Legal Contract Review, Financial Audits, Angel Investing, Board of Director..., Executive Management, Ratings Advisory, Due Diligence, Liquidity Management, Global Finance, SOX Compliancy, IPO, Private Companies, Investor Relations, Corporate Tax, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1996
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1990
Bachelor's Degree
bershawn perkins bershawn perkins's Financial Consultant Experience September 1999 - Present
Job manager at Financial Consultant
Industry Internet
Experience
Financial Consultant September 1999 - Present
Skills
Entrepreneurship, Marketing Strategy, Analytics, E-commerce, Web Analytics, E-business, Agile Project Management, SEM, Web Project Management, Mobile Devices, PPC, SEO, Web Marketing, Google Adwords, Mobile Applications, Online Marketing
Education
Taylor Business Institute 1984 — 1987
Accounting and Finance
george westing house 1979 — 1983
Accounting, B
Financial Consultant September 1999 - Present
Skills
Entrepreneurship, Marketing Strategy, Analytics, E-commerce, Web Analytics, E-business, Agile Project Management, SEM, Web Project Management, Mobile Devices, PPC, SEO, Web Marketing, Google Adwords, Mobile Applications, Online Marketing
Education
Taylor Business Institute 1984 — 1987
Accounting and Finance
george westing house 1979 — 1983
Accounting, B
Andrew Speaker Andrew Speaker's Financial Consultant Experience August 1997 - July 2001
Job Speaker Capital, Partner
Industry Financial Services
Experience
Speaker Capital January 2015 - Present
Andrew Speaker, P.C. 2004 - Present
Inland Capital November 2012 - January 2014
Financial Consultant August 1997 - July 2001
Skills
Conservation Easements, Investments, Real Estate Development, Real Estate Transactions, Land Acquisition, Personal Injury...
Education
University of Georgia School of Law
JD
Speaker Capital January 2015 - Present
Andrew Speaker, P.C. 2004 - Present
Inland Capital November 2012 - January 2014
Financial Consultant August 1997 - July 2001
Skills
Conservation Easements, Investments, Real Estate Development, Real Estate Transactions, Land Acquisition, Personal Injury...
Education
University of Georgia School of Law
JD
Richard Richardson MS PSA's Financial Consultant Experience October 2011 - June 2012
Job Vice President Loan Operations Manager at Farmers National Bank
Industry Banking
Experience
Farmers National Bank May 2014 - Present
West Community Credit Union/ Tigers Credit Union June 2012 - April 2014
Financial Consultant October 2011 - June 2012
First Security Bank June 2009 - November 2011
Financial Consulting & Training January 2009 - August 2011
Independence Bank June 2005 - March 2008
University of Evansville 1998 - 2007
Evansville Federal Credit Union January 2004 - June 2005
Fifth Third Bank December 1993 - January 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Risk Management, Financial Risk, Customer Service, Management, Team Building, Strategic Planning, Coaching, Financial Analysis, Budgets, Process Improvement, Real Estate, Sales Management, Policy, Team Leadership, Business Planning, Operations Management, Change Management, Employee Relations, Branch Management, Management Consulting, Business Strategy, Negotiation, Public Speaking, Retail, Vendor Management, Budgeting, Mentoring, Financial Management, Loan Structuring, Loan Documentation, Leading By Example, Training Delivery, College Teaching, Financial Structuring, Leadership
Education
University of Evansville 2001 — 2003
MS PSA, Public Service Adm, 3.76
Farmers National Bank May 2014 - Present
West Community Credit Union/ Tigers Credit Union June 2012 - April 2014
Financial Consultant October 2011 - June 2012
First Security Bank June 2009 - November 2011
Financial Consulting & Training January 2009 - August 2011
Independence Bank June 2005 - March 2008
University of Evansville 1998 - 2007
Evansville Federal Credit Union January 2004 - June 2005
Fifth Third Bank December 1993 - January 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Risk Management, Financial Risk, Customer Service, Management, Team Building, Strategic Planning, Coaching, Financial Analysis, Budgets, Process Improvement, Real Estate, Sales Management, Policy, Team Leadership, Business Planning, Operations Management, Change Management, Employee Relations, Branch Management, Management Consulting, Business Strategy, Negotiation, Public Speaking, Retail, Vendor Management, Budgeting, Mentoring, Financial Management, Loan Structuring, Loan Documentation, Leading By Example, Training Delivery, College Teaching, Financial Structuring, Leadership
Education
University of Evansville 2001 — 2003
MS PSA, Public Service Adm, 3.76
Teri McEvily Teri McEvily's Financial Consultant Experience 2011 - February 2012
Job Vice President, Finance at Vocalocity
Industry Computer Software
Experience
Vonage Business Solutions February 2012 - Present
Financial Consultant 2011 - February 2012
Sage Software, Inc. October 2009 - October 2010
Sage Software, Inc. March 2005 - October 2010
Sage Software, Inc March 2000 - March 2005
ADP, Inc. March 1997 - 1999
MicroHelp 1995 - 1997
DAK Industries 1984 - 1994
Skills
Forecasting, Process Improvement, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Accounting, Analysis, Finance, Internal Controls, Leadership, Risk Management, Auditing, Strategic Planning, Call Centers, Management, Strategy, Enterprise Software, Mergers, Business Strategy, Budgets, Cash Management, Business Development, SaaS, SAP, Due Diligence, Executive Management
Education
Kennesaw State University
Master of Business Administration (MBA)
Loyola Marymount University
Business, Finance
Vonage Business Solutions February 2012 - Present
Financial Consultant 2011 - February 2012
Sage Software, Inc. October 2009 - October 2010
Sage Software, Inc. March 2005 - October 2010
Sage Software, Inc March 2000 - March 2005
ADP, Inc. March 1997 - 1999
MicroHelp 1995 - 1997
DAK Industries 1984 - 1994
Skills
Forecasting, Process Improvement, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Accounting, Analysis, Finance, Internal Controls, Leadership, Risk Management, Auditing, Strategic Planning, Call Centers, Management, Strategy, Enterprise Software, Mergers, Business Strategy, Budgets, Cash Management, Business Development, SaaS, SAP, Due Diligence, Executive Management
Education
Kennesaw State University
Master of Business Administration (MBA)
Loyola Marymount University
Business, Finance
David T. Bulow, CPA MBA David T. Bulow, CPA MBA's Financial Consultant Experience September 2009 - June 2010
Job VP Finance & Operations at Dinan Corp
Industry Automotive
Experience
Dinan Corporation May 2014 - Present
Willow Ridge HOA 2010 - Present
Ameriprise Financial Services, Inc. February 2011 - January 2013
Financial Consultant September 2009 - June 2010
PLX Technology 2008 - 2009
Corsair Memory 2006 - 2007
Ikanos Communications 2006 - 2006
Nuelight Corp 2005 - 2006
Bookham 2004 - 2005
ESS Technology 1998 - 2004
Skills
Mergers, Financial Modeling, Forecasting, Start-ups, Process Improvement, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Auditing, Leadership, Investments, Management, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Planning, Budgets
Education
Golden Gate University 1984 — 1985
Bachelor of Science (BS), Accounting
City College of San Francisco 1982 — 1983
Dinan Corporation May 2014 - Present
Willow Ridge HOA 2010 - Present
Ameriprise Financial Services, Inc. February 2011 - January 2013
Financial Consultant September 2009 - June 2010
PLX Technology 2008 - 2009
Corsair Memory 2006 - 2007
Ikanos Communications 2006 - 2006
Nuelight Corp 2005 - 2006
Bookham 2004 - 2005
ESS Technology 1998 - 2004
Skills
Mergers, Financial Modeling, Forecasting, Start-ups, Process Improvement, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Auditing, Leadership, Investments, Management, Financial Analysis, Corporate Finance, Accounting, Finance, Strategic Planning, Budgets
Education
Golden Gate University 1984 — 1985
Bachelor of Science (BS), Accounting
City College of San Francisco 1982 — 1983
Ann Dimond's Financial Consultant Experience May 2011 - October 2012
Job VP / CFO at Concordia Coffee Systems
Industry Consumer Goods
Experience
Life October 2014 - Present
Concordia Coffee Systems September 2012 - October 2014
Financial Consultant May 2011 - October 2012
Cascade Designs, Inc. April 2000 - September 2011
Cascade Designs October 1993 - June 2000
Tyrells Pet Foods 1991 - 1993
Skills
Strategic Financial..., Operating Budgets, Financial Modeling, Financial Audits, Risk Management, Cross-functional Team..., IFRS, Treasury Management, Cost Accounting, M&A experience, Staff Development, Standard Costs, Supply Chain..., ERP Implementations, Cash Flow Forecasting, Human Resources, Employee Benefits, Project Management, Budgets, Process Improvement, Strategy, Manufacturing, Finance, Mergers & Acquisitions, Project Planning, Leadership
Education
City University 1988 — 1990
BA, Accounting
Purdue University 1981 — 1985
B.S., Supervision
Life October 2014 - Present
Concordia Coffee Systems September 2012 - October 2014
Financial Consultant May 2011 - October 2012
Cascade Designs, Inc. April 2000 - September 2011
Cascade Designs October 1993 - June 2000
Tyrells Pet Foods 1991 - 1993
Skills
Strategic Financial..., Operating Budgets, Financial Modeling, Financial Audits, Risk Management, Cross-functional Team..., IFRS, Treasury Management, Cost Accounting, M&A experience, Staff Development, Standard Costs, Supply Chain..., ERP Implementations, Cash Flow Forecasting, Human Resources, Employee Benefits, Project Management, Budgets, Process Improvement, Strategy, Manufacturing, Finance, Mergers & Acquisitions, Project Planning, Leadership
Education
City University 1988 — 1990
BA, Accounting
Purdue University 1981 — 1985
B.S., Supervision
Marc Postiglione's Financial Consultant Experience 2014 - Present
Job Financial Consultant
Industry Banking
Experience
Financial Consultant 2014 - Present
PNC Capital Markets LLC March 2008 - May 2014
PNC Business Credit January 2006 - March 2008
Postillion Capital LLC March 2003 - June 2006
Bear Stearns & Co. Inc January 1997 - February 2003
Standard & Poor’s January 1995 - January 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Financial Analysis, Underwriting, Loan Origination, Corporate Finance, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Financial Structuring, Due Diligence, Structured Finance, Investments, Middle Market, Leveraged Finance, Private Equity
Education
Boston College - Carroll School of Management
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
Financial Consultant 2014 - Present
PNC Capital Markets LLC March 2008 - May 2014
PNC Business Credit January 2006 - March 2008
Postillion Capital LLC March 2003 - June 2006
Bear Stearns & Co. Inc January 1997 - February 2003
Standard & Poor’s January 1995 - January 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Financial Analysis, Underwriting, Loan Origination, Corporate Finance, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Financial Structuring, Due Diligence, Structured Finance, Investments, Middle Market, Leveraged Finance, Private Equity
Education
Boston College - Carroll School of Management
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
Taunya Abaya Taunya Abaya's Financial Consultant Experience August 2008 - March 2014
Job Owner of Abaya Financial Consulting
Industry Financial Services
Experience
Abaya Financial Consulting April 2014 - Present
Financial Consultant August 2008 - March 2014
North Monterey County Unified School District September 1998 - June 2000
Hawaii State Department of Education September 1997 - June 1998
Central Texas College September 1995 - January 1997
Skills
Public Speaking, Budgets, Banking, Risk Management, Customer Service, Training/Coaching, Educational Leadership, Team Building, Financial Coaching, Strategic Financial..., Forecasting, Leadership, Financial Analysis, Financial Planning, Strategic Planning, Teaching, Management, Research, Marketing
Education
Old Dominion University 2007 — 2008
Designation of Professional Financial Planning, Financial Planning and Services
D'Youville College 1993 — 1998
Master of Science (MS), Special Education
Miami University 1989 — 1993
Bachelor of Arts (BA), History & Political Science
Abaya Financial Consulting April 2014 - Present
Financial Consultant August 2008 - March 2014
North Monterey County Unified School District September 1998 - June 2000
Hawaii State Department of Education September 1997 - June 1998
Central Texas College September 1995 - January 1997
Skills
Public Speaking, Budgets, Banking, Risk Management, Customer Service, Training/Coaching, Educational Leadership, Team Building, Financial Coaching, Strategic Financial..., Forecasting, Leadership, Financial Analysis, Financial Planning, Strategic Planning, Teaching, Management, Research, Marketing
Education
Old Dominion University 2007 — 2008
Designation of Professional Financial Planning, Financial Planning and Services
D'Youville College 1993 — 1998
Master of Science (MS), Special Education
Miami University 1989 — 1993
Bachelor of Arts (BA), History & Political Science
Barbara Foster, CPA, MBA's Financial Consultant Experience 2010 - 2013
Job Business Analyst at 21Tech
Industry Computer Software
Experience
21Tech September 2014 - Present
doTERRA January 2014 - Present
Financial Consultant 2010 - 2013
Blackbaud (formerly Kintera) 2007 - 2008
Accredited Home Lenders 2004 - 2006
JDA Software (formerly GERS) 2000 - 2004
CGI (formerly American Management Systems) 1997 - 1999
Skills
Finance, Business Requirements, Requirements Gathering, Business Analysis, Software Documentation, Software Project..., Accounting, Requirements Analysis, Functional Requirements, OOAD, ERP, Auditing, Business Process..., Software Design, Functional..., Functional Testing, User Interface Design, Use Case Analysis, Use Case Diagrams, Accounting Applications, General Ledger, US GAAP, SQL, TFS, Visual Studio, Property Tax
Education
University of Minnesota-Twin Cities
MBA, Information Technology
UCSD
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA), Accounting
21Tech September 2014 - Present
doTERRA January 2014 - Present
Financial Consultant 2010 - 2013
Blackbaud (formerly Kintera) 2007 - 2008
Accredited Home Lenders 2004 - 2006
JDA Software (formerly GERS) 2000 - 2004
CGI (formerly American Management Systems) 1997 - 1999
Skills
Finance, Business Requirements, Requirements Gathering, Business Analysis, Software Documentation, Software Project..., Accounting, Requirements Analysis, Functional Requirements, OOAD, ERP, Auditing, Business Process..., Software Design, Functional..., Functional Testing, User Interface Design, Use Case Analysis, Use Case Diagrams, Accounting Applications, General Ledger, US GAAP, SQL, TFS, Visual Studio, Property Tax
Education
University of Minnesota-Twin Cities
MBA, Information Technology
UCSD
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA), Accounting
T. J. Morrow T. J. Morrow's Financial Consultant Experience 1969 - 1973
Job Owner, Great Eastern Investments, LLC
Industry Commercial Real Estate
Experience
Great Eastern Investments, LLC 1996 - Present
Morrow & Company 1985 - Present
National Association of Mortgage Brokers 1985 - Present
Banking 1960 - 1985
Financial Consultant 1969 - 1973
Skills
Financial Analysis, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Corporate Real Estate
Education
Southern Methodist University - Cox School of Business 1969 — 1971
Graduate School of Banking
San Benito High School 1957 — 1960
Uvalde Independent School System 1948 — 1956
Certifications
Great Eastern Investments, LLC 1996 - Present
Morrow & Company 1985 - Present
National Association of Mortgage Brokers 1985 - Present
Banking 1960 - 1985
Financial Consultant 1969 - 1973
Skills
Financial Analysis, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Corporate Real Estate
Education
Southern Methodist University - Cox School of Business 1969 — 1971
Graduate School of Banking
San Benito High School 1957 — 1960
Uvalde Independent School System 1948 — 1956
Certifications
Roberta Fisher Roberta Fisher's Financial Consultant Experience 2002 - 2009
Job Investment Banker; Latin America
Industry Financial Services
Experience
Financial Consultant 2002 - 2009
UBS Investment Bank 1999 - 2002
Morgan Stanley 1996 - 1999
Banco Garantia 1994 - 1996
Chase 1986 - 1994
Chase 1981 - 1986
Skills
Telecommunications, Capital Markets, Investments, Business Strategy, Strategic Planning, Corporate Finance, Management, Investment Banking, Mergers, Valuation, Due Diligence, Portfolio Management, Venture Capital, Restructuring, Mergers & Acquisitions, Private Equity
Education
Cornell University
BA, literature
Financial Consultant 2002 - 2009
UBS Investment Bank 1999 - 2002
Morgan Stanley 1996 - 1999
Banco Garantia 1994 - 1996
Chase 1986 - 1994
Chase 1981 - 1986
Skills
Telecommunications, Capital Markets, Investments, Business Strategy, Strategic Planning, Corporate Finance, Management, Investment Banking, Mergers, Valuation, Due Diligence, Portfolio Management, Venture Capital, Restructuring, Mergers & Acquisitions, Private Equity
Education
Cornell University
BA, literature
David North David North's Financial Consultant Experience 2003 - 2006
Job Corporate Controller at L. S. Starrett Company
Industry Accounting
Experience
L. S. Starrett Company July 2011 - Present
Communities Without Borders April 2011 - May 2012
New England Confectionery Company, Inc. (Necco) July 2008 - April 2009
Cookson Electronics July 2006 - October 2007
Financial Consultant 2003 - 2006
Invensys - Worcester Controls Corp 2000 - 2003
Cabot Corporation 1993 - 1996
Cabot Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Process Improvement, Internal Controls, Managerial Finance, Business Planning, Accounting, Analysis, Business Valuation, Financial Reporting, Sarbanes-Oxley Act, Finance, Revenue Recognition, Mergers, Executive Management, Lean Manufacturing, Forecasting, Financial Analysis, Change Management, GAAP, Cash Management, Due Diligence, Consolidation, Cost Accounting, Strategy, Auditing, Management, Strategic Planning, Strategic Financial..., Corporate Finance, Budgets, Six Sigma, Business Process..., ERP, Manufacturing, Risk Management, Business Strategy, Continuous Improvement, Financial Modeling, Leadership, SEC filings, Management Consulting, Sarbanes-Oxley, Business Analysis, Cash Flow, Financial Accounting, Team Leadership, US GAAP, Restructuring, Variance Analysis, Turn Around Management, CPA
Education
Dartmouth College
Bachelor of Arts (B.A.), History
New York University - Leonard N. Stern School of Business
MS, Accounting
St. Mark's School
L. S. Starrett Company July 2011 - Present
Communities Without Borders April 2011 - May 2012
New England Confectionery Company, Inc. (Necco) July 2008 - April 2009
Cookson Electronics July 2006 - October 2007
Financial Consultant 2003 - 2006
Invensys - Worcester Controls Corp 2000 - 2003
Cabot Corporation 1993 - 1996
Cabot Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Process Improvement, Internal Controls, Managerial Finance, Business Planning, Accounting, Analysis, Business Valuation, Financial Reporting, Sarbanes-Oxley Act, Finance, Revenue Recognition, Mergers, Executive Management, Lean Manufacturing, Forecasting, Financial Analysis, Change Management, GAAP, Cash Management, Due Diligence, Consolidation, Cost Accounting, Strategy, Auditing, Management, Strategic Planning, Strategic Financial..., Corporate Finance, Budgets, Six Sigma, Business Process..., ERP, Manufacturing, Risk Management, Business Strategy, Continuous Improvement, Financial Modeling, Leadership, SEC filings, Management Consulting, Sarbanes-Oxley, Business Analysis, Cash Flow, Financial Accounting, Team Leadership, US GAAP, Restructuring, Variance Analysis, Turn Around Management, CPA
Education
Dartmouth College
Bachelor of Arts (B.A.), History
New York University - Leonard N. Stern School of Business
MS, Accounting
St. Mark's School
Janice T Watson Janice T Watson's Financial Consultant Experience January 2012 - Present
Job Chairman at Financial Consultant
Industry Financial Services
Experience
Financial Consultant January 2012 - Present
Retired and loving it March 2009 - Present
Bank of America December 2006 - December 2007
Fleet Bank March 1981 - December 2005
Skills
Customer Service, Public Speaking, Strategic Planning, Non-profits, Budgets, Change Management, Microsoft Office, New Business Development, Process Improvement, Coaching, Project Management, PowerPoint, Marketing Strategy, Management Consulting, Microsoft Excel, Business Analysis, Program Management, Leadership Development, Teaching, Marketing, Financial Analysis, Insurance, Team Building, Leadership, Business Planning, Fundraising, Social Networking, Microsoft Word, Nonprofits, Staff Development, Training, Community Outreach
Education
Clark Atlanta University 1969 — 1973
BA, English/Secondary Education
Financial Consultant January 2012 - Present
Retired and loving it March 2009 - Present
Bank of America December 2006 - December 2007
Fleet Bank March 1981 - December 2005
Skills
Customer Service, Public Speaking, Strategic Planning, Non-profits, Budgets, Change Management, Microsoft Office, New Business Development, Process Improvement, Coaching, Project Management, PowerPoint, Marketing Strategy, Management Consulting, Microsoft Excel, Business Analysis, Program Management, Leadership Development, Teaching, Marketing, Financial Analysis, Insurance, Team Building, Leadership, Business Planning, Fundraising, Social Networking, Microsoft Word, Nonprofits, Staff Development, Training, Community Outreach
Education
Clark Atlanta University 1969 — 1973
BA, English/Secondary Education
Elizabeth Costa's Financial Consultant Experience April 2012 - September 2014
Job Vice PresidentBDO at Advantage Capital Partners
Industry Financial Services
Experience
Advantage Capital Partners October 2014 - Present
Financial Consultant April 2012 - September 2014
Crestmark Bank May 2010 - April 2012
Gulf Coast Business Credit November 2002 - April 2010
Hibernia National Bank 1998 - 2002
Hibernia National Bank 1993 - 1998
Skills
Commercial Finance, Credit, Financial Modeling, Factoring, Credit Risk, Lines Of Credit, Asset Based Lending, Small Business Lending, Trade Finance, Risk Management, Financial Analysis, Commercial Banking, Loans, Strategic Planning, Funding, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Due Diligence, Accounts Receivable, Finance, Financial Services, Financial Risk, Small Business, Mortgage Lending, Cash Flow, Team Building, Consumer Lending, Corporate Finance, Middle Market, Negotiation, Workout, Sales Management, Banking, New Business Development, Treasury Management, Mergers & Acquisitions, Financial Structuring, Cash Management, Working Capital..., Restructuring, Structured Finance, Strategic Financial..., Executive Management, Private Equity, Relationship Management, Commercial Mortgages, Investments
Education
Loyola University New Orleans 1985 — 1987
Finance
Loyola University New Orleans
St Joseph high school
St Joseph high school
St Joseph high school
Advantage Capital Partners October 2014 - Present
Financial Consultant April 2012 - September 2014
Crestmark Bank May 2010 - April 2012
Gulf Coast Business Credit November 2002 - April 2010
Hibernia National Bank 1998 - 2002
Hibernia National Bank 1993 - 1998
Skills
Commercial Finance, Credit, Financial Modeling, Factoring, Credit Risk, Lines Of Credit, Asset Based Lending, Small Business Lending, Trade Finance, Risk Management, Financial Analysis, Commercial Banking, Loans, Strategic Planning, Funding, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Due Diligence, Accounts Receivable, Finance, Financial Services, Financial Risk, Small Business, Mortgage Lending, Cash Flow, Team Building, Consumer Lending, Corporate Finance, Middle Market, Negotiation, Workout, Sales Management, Banking, New Business Development, Treasury Management, Mergers & Acquisitions, Financial Structuring, Cash Management, Working Capital..., Restructuring, Structured Finance, Strategic Financial..., Executive Management, Private Equity, Relationship Management, Commercial Mortgages, Investments
Education
Loyola University New Orleans 1985 — 1987
Finance
Loyola University New Orleans
St Joseph high school
St Joseph high school
St Joseph high school
Robert (Bob) Opdyke, CPA Robert (Bob) Opdyke, CPA's Financial Consultant Experience 2011 - Present
Job Chief Financial Officer at Rainier Capital Management, LP
Industry Real Estate
Experience
Rainier Capital Management, LP January 2012 - Present
Financial Consultant 2011 - Present
Watson & Taylor Management, Inc. (Self Storage Property Management) 2006 - January 2011
NAI Stoneleigh Huff Brous McDowell (Tenant Representation) 2000 - 2006
The Fults Companies (Office, Industrial and Multi-Family Management) 1988 - 1999
Skills
Budgets, Forecasting, Financial Reporting, Leadership, Management, Accounting, Auditing, Program Management, Real Estate Development, Property Management, Project Management, Internal Controls, Portfolio Management, Commercial Real Estate, Leases, Investments, Due Diligence, Real Estate Transactions, Finance
Education
Strome College of Business 1973 — 1976
Bachelor of Science Degree in Business Administration with a concentration in Accounting, Business Administration; Accounting
Texas Society of Certified Public Accountants
Rainier Capital Management, LP January 2012 - Present
Financial Consultant 2011 - Present
Watson & Taylor Management, Inc. (Self Storage Property Management) 2006 - January 2011
NAI Stoneleigh Huff Brous McDowell (Tenant Representation) 2000 - 2006
The Fults Companies (Office, Industrial and Multi-Family Management) 1988 - 1999
Skills
Budgets, Forecasting, Financial Reporting, Leadership, Management, Accounting, Auditing, Program Management, Real Estate Development, Property Management, Project Management, Internal Controls, Portfolio Management, Commercial Real Estate, Leases, Investments, Due Diligence, Real Estate Transactions, Finance
Education
Strome College of Business 1973 — 1976
Bachelor of Science Degree in Business Administration with a concentration in Accounting, Business Administration; Accounting
Texas Society of Certified Public Accountants
Francine Goldstein Francine Goldstein's Financial Consultant Experience March 2009 - January 2012
Job Senior Investment Professional. Former Portfolio Manager and Head of Stock Selection, $4 Billion AUM
Industry Financial Services
Experience
Francine Goldstein June 2012 - Present
Financial Consultant March 2009 - January 2012
TimesSquare Capital Management March 2001 - March 2008
Avatar Associates June 1982 - March 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Mutual Funds, Customer Relations, Fixed Income, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Customer Service, Capital Markets, Strategic Financial..., Alternative Investments, Financial Advisory, Options, Private Equity, Financial Modeling, Finance, Trading, Valuation, Investment Banking, FX Options, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance
Queens College 1975 — 1979
BA, Mathematics
City University of New York-Hunter College
Economics
Francine Goldstein June 2012 - Present
Financial Consultant March 2009 - January 2012
TimesSquare Capital Management March 2001 - March 2008
Avatar Associates June 1982 - March 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Mutual Funds, Customer Relations, Fixed Income, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Customer Service, Capital Markets, Strategic Financial..., Alternative Investments, Financial Advisory, Options, Private Equity, Financial Modeling, Finance, Trading, Valuation, Investment Banking, FX Options, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance
Queens College 1975 — 1979
BA, Mathematics
City University of New York-Hunter College
Economics
Ann Marie Klingenhagen Ann Marie Klingenhagen's Financial Consultant Experience 2001 - Present
Job Instructor at DePaul University
Industry Higher Education
Experience
DePaul University January 1999 - Present
Financial Consultant 2001 - Present
Various Institutions 1990 - 2013
Morgan Stanley February 1998 - January 1999
Van Kampen Funds February 1992 - January 1998
Exchange National Bank of Chicago June 1988 - December 1990
Citizens Bank 1981 - 1988
Skills
Teaching, French, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Analysis, Banking, Microsoft Word, Microsoft Office, Business Strategy, Analysis, PowerPoint, Strategic Financial..., Portfolio Management, Management, Finance, Financial Modeling
Education
University of Illinois at Chicago 2000 — 2004
M.A., Economics
Eastern Michigan University 1976 — 1980
M.B.A., Finance
Seton Hall University 1971 — 1975
B.A., French
St. Peter's High School
DePaul University January 1999 - Present
Financial Consultant 2001 - Present
Various Institutions 1990 - 2013
Morgan Stanley February 1998 - January 1999
Van Kampen Funds February 1992 - January 1998
Exchange National Bank of Chicago June 1988 - December 1990
Citizens Bank 1981 - 1988
Skills
Teaching, French, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Analysis, Banking, Microsoft Word, Microsoft Office, Business Strategy, Analysis, PowerPoint, Strategic Financial..., Portfolio Management, Management, Finance, Financial Modeling
Education
University of Illinois at Chicago 2000 — 2004
M.A., Economics
Eastern Michigan University 1976 — 1980
M.B.A., Finance
Seton Hall University 1971 — 1975
B.A., French
St. Peter's High School
Doug Deihl's Financial Consultant Experience November 2008 - February 2011
Job Financial Consultant
Industry Accounting
Experience
Financial consultant November 2008 - February 2011
Maine Scientific, Inc. 2002 - 2008
Maine Scientific Inc. 2002 - 2008
Education
Anderson University 1960 — 1966
BA, Accounting, English
Financial consultant November 2008 - February 2011
Maine Scientific, Inc. 2002 - 2008
Maine Scientific Inc. 2002 - 2008
Education
Anderson University 1960 — 1966
BA, Accounting, English
Nicholas Crane Nicholas Crane's Financial Consultant Experience June 1989 - September 1992
Job Robert Half Consultant
Industry Accounting
Experience
Robert Half Management Resources September 2014 - Present
Shoreline Unitarian Universalist Church January 2013 - Present
NC Business Consutling - Your Small Business CFO July 2008 - December 2012
NC Business Consutling - Your Small Business CFO January 2008 - December 2012
Longevity Development July 2008 - January 2009
Sixth Avenue Inn - Starwood March 2006 - January 2008
BSD Business Coaching December 1996 - March 2006
Howard & Phil's Western Wear September 1992 - December 1996
Financial Consultant June 1989 - September 1992
Di Carlo Baking - CBC January 1986 - June 1989
Skills
Small Business, Financial Reporting, QuickBooks, Accounting, Payroll, Budgets, Accounts Receivable, General Ledger, Accounts Payable, Management, Financial Statements, Internal Controls, Tax Preparation, Bookkeeping, Auditing, Forecasting, Financial Analysis, Finance, Cash Flow, Strategic Financial..., Managerial Finance, CPA, Insurance, Public Speaking, Financial Planning
Education
Central Washington University 1980 — 1983
Bachelor of Science (BS), Accounting and Finance
Lincoln High School, Seattle 1971 — 1974
Diploma, General
St. Edwards Seminary 1970 — 1971
General
St. John's Catholic Grade School 1966 — 1970
Becker Review - CPA Review.
Robert Half Management Resources September 2014 - Present
Shoreline Unitarian Universalist Church January 2013 - Present
NC Business Consutling - Your Small Business CFO July 2008 - December 2012
NC Business Consutling - Your Small Business CFO January 2008 - December 2012
Longevity Development July 2008 - January 2009
Sixth Avenue Inn - Starwood March 2006 - January 2008
BSD Business Coaching December 1996 - March 2006
Howard & Phil's Western Wear September 1992 - December 1996
Financial Consultant June 1989 - September 1992
Di Carlo Baking - CBC January 1986 - June 1989
Skills
Small Business, Financial Reporting, QuickBooks, Accounting, Payroll, Budgets, Accounts Receivable, General Ledger, Accounts Payable, Management, Financial Statements, Internal Controls, Tax Preparation, Bookkeeping, Auditing, Forecasting, Financial Analysis, Finance, Cash Flow, Strategic Financial..., Managerial Finance, CPA, Insurance, Public Speaking, Financial Planning
Education
Central Washington University 1980 — 1983
Bachelor of Science (BS), Accounting and Finance
Lincoln High School, Seattle 1971 — 1974
Diploma, General
St. Edwards Seminary 1970 — 1971
General
St. John's Catholic Grade School 1966 — 1970
Becker Review - CPA Review.
Joan Guevara Abell CPA CGMA Joan Guevara Abell CPA CGMA's Financial Consultant Experience December 2001 - October 2002
Job Senior Analyst, Consolidations & Reporting
Industry Information Technology and Services
Experience
Concentrix September 2015 - Present
Tintri, Inc., Salesify, Inc. January 2015 - June 2015
Narus Inc June 2014 - December 2014
Bear Data Solutions February 2014 - May 2014
Various companies January 2011 - January 2014
Visa March 2009 - May 2010
Hitachi GST September 2006 - January 2009
Contractor December 2005 - August 2006
Solectron November 2002 - November 2005
Financial Consultant December 2001 - October 2002
Skills
Account Reconciliation, Revenue Recognition, Sarbanes-Oxley Act, Variance Analysis, Cost Accounting, Accounting, Financial Reporting, General Ledger, SAP, Oracle, Great Plains Software, QuickBooks, Accounts Receivable, Payroll, Accounts Payable, Auditing, Hyperion Enterprise, Mergers & Acquisitions, Analysis, Cash Flow, Financial Analysis, ADP Payroll, CPA, Access, Essbase, Due Diligence, PeopleSoft, Cash Flow Forecasting, Financial Audits, Finance, US GAAP, Tax, Bank Reconciliation, Hyperion, Microsoft Dynamics GP, Forecasting, Internal Controls, Financial Statements, Consolidation, GAAP, Fixed Assets
Education
San Jose State University
Business, Accounting
Concentrix September 2015 - Present
Tintri, Inc., Salesify, Inc. January 2015 - June 2015
Narus Inc June 2014 - December 2014
Bear Data Solutions February 2014 - May 2014
Various companies January 2011 - January 2014
Visa March 2009 - May 2010
Hitachi GST September 2006 - January 2009
Contractor December 2005 - August 2006
Solectron November 2002 - November 2005
Financial Consultant December 2001 - October 2002
Skills
Account Reconciliation, Revenue Recognition, Sarbanes-Oxley Act, Variance Analysis, Cost Accounting, Accounting, Financial Reporting, General Ledger, SAP, Oracle, Great Plains Software, QuickBooks, Accounts Receivable, Payroll, Accounts Payable, Auditing, Hyperion Enterprise, Mergers & Acquisitions, Analysis, Cash Flow, Financial Analysis, ADP Payroll, CPA, Access, Essbase, Due Diligence, PeopleSoft, Cash Flow Forecasting, Financial Audits, Finance, US GAAP, Tax, Bank Reconciliation, Hyperion, Microsoft Dynamics GP, Forecasting, Internal Controls, Financial Statements, Consolidation, GAAP, Fixed Assets
Education
San Jose State University
Business, Accounting
George E. Hart George E. Hart's Financial Consultant Experience 1967 - Present
Job Financial Consultant
Industry Financial Services
Experience
Financial Consultant 1967 - Present
MetLife Bank 2008 - 2009
George Hart Team 1975 - 2009
American Home Mortgage January 2005 - August 2007
American Institute of Banking September 1984 - May 1990
University of Kentucky September 1983 - May 1990
Banc One Mortgage 1978 - 1987
US Air Force July 1963 - July 1967
Skills
Loans, Mortgage Lending, Real Estate, Finance, Residential Mortgages, Refinance, Mortgage Banking, Investment Properties, Leadership, Financial Analysis, Sales, Marketing, Analysis, Referrals, Sellers, Real Estate Economics
Education
Kennesaw State University 2010 — 2017
advanced, Statistics, Finance, International Studies
Southern Polytechnic State University 2010 — 2013
Graduate - Quality Assurance, Industrial Engineering
University of the State of New York 1979 — 1980
BA, Liberal Arts
Indiana University Bloomington 1978 — 1978
Management Certificate, Real Estate Appraising
The Ohio State University Fisher College of Business 1976 — 1977
Graduate Management Certificate, Residential Mortgage Underwriting
University of Notre Dame 1975 — 1976
Graduate Certificate, School of Mortgage Banking
University of South Florida 1971 — 1973
Physics, Mathematics
Hanover College 1967 — 1970
Physics
Massachusetts Institute of Technology
Mathematics
Mortgage Bankers Assn of America
Professional Certificate, Regulatory Compliance
Financial Consultant 1967 - Present
MetLife Bank 2008 - 2009
George Hart Team 1975 - 2009
American Home Mortgage January 2005 - August 2007
American Institute of Banking September 1984 - May 1990
University of Kentucky September 1983 - May 1990
Banc One Mortgage 1978 - 1987
US Air Force July 1963 - July 1967
Skills
Loans, Mortgage Lending, Real Estate, Finance, Residential Mortgages, Refinance, Mortgage Banking, Investment Properties, Leadership, Financial Analysis, Sales, Marketing, Analysis, Referrals, Sellers, Real Estate Economics
Education
Kennesaw State University 2010 — 2017
advanced, Statistics, Finance, International Studies
Southern Polytechnic State University 2010 — 2013
Graduate - Quality Assurance, Industrial Engineering
University of the State of New York 1979 — 1980
BA, Liberal Arts
Indiana University Bloomington 1978 — 1978
Management Certificate, Real Estate Appraising
The Ohio State University Fisher College of Business 1976 — 1977
Graduate Management Certificate, Residential Mortgage Underwriting
University of Notre Dame 1975 — 1976
Graduate Certificate, School of Mortgage Banking
University of South Florida 1971 — 1973
Physics, Mathematics
Hanover College 1967 — 1970
Physics
Massachusetts Institute of Technology
Mathematics
Mortgage Bankers Assn of America
Professional Certificate, Regulatory Compliance
Michael Thome Michael Thome's Financial Consultant Experience September 2003 - April 2008
Job Director of Sales at TACT Mobile Productivity for Field Sales
Industry Computer Software
Experience
Tactile, Inc. August 2015 - Present
Act-On Software, Inc. February 2014 - July 2015
Act-On Software, Inc. April 2012 - February 2014
Act-On Software, Inc. January 2011 - April 2012
Cisco/WebEx May 2008 - December 2010
Financial Consultant September 2003 - April 2008
American DataMed August 1993 - September 2003
Skills
Integrated Marketing, Marketing, Marketing Automation, Salesforce.com, Lead Generation, SaaS, Solution Selling, Sales Process, B2B, Analytics, Demand Generation, Cloud Computing, Direct Sales, Cold Calling, Product Marketing
Education
University of California, San Diego 1987 — 1992
B.A., Political Science
Miller Heiman 2012 — 2012
Certificate, Conceptual Selling: Customer-Focused Interactions
Mater Dei
Tactile, Inc. August 2015 - Present
Act-On Software, Inc. February 2014 - July 2015
Act-On Software, Inc. April 2012 - February 2014
Act-On Software, Inc. January 2011 - April 2012
Cisco/WebEx May 2008 - December 2010
Financial Consultant September 2003 - April 2008
American DataMed August 1993 - September 2003
Skills
Integrated Marketing, Marketing, Marketing Automation, Salesforce.com, Lead Generation, SaaS, Solution Selling, Sales Process, B2B, Analytics, Demand Generation, Cloud Computing, Direct Sales, Cold Calling, Product Marketing
Education
University of California, San Diego 1987 — 1992
B.A., Political Science
Miller Heiman 2012 — 2012
Certificate, Conceptual Selling: Customer-Focused Interactions
Mater Dei
Daniel Pellicier Daniel Pellicier's Financial Consultant Experience June 2015 - Present
Job Public Accounting
Industry Accounting
Experience
Financial Consultant June 2015 - Present
Puerto Rico Tourism Company February 2013 - June 2014
Puerto Rico Tourism Company February 2007 - January 2013
Puerto Rico Infrastructure Financing Authority February 2005 - February 2007
Skills
Financial Analysis, Microsoft Excel, Budgets, Microsoft Office, Accounting, GAAP, Financial Reporting, Auditing, Microsoft Word, PowerPoint, Mergers & Acquisitions, Risk Management, Financial Accounting, Accounts Receivable, Account Reconciliation, Tax, Internal Controls, QuickBooks, Accounts Payable, Bookkeeping, General Ledger, Income Tax, Payroll, Bank Reconciliation, Oracle, Mas 90, Financial Audits, Successful Business...
Education
Pontifical Catholic University of Puerto Rico - Ponce 1997 — 2002
Bachelor’s Degree, Accounting and Finance
Financial Consultant June 2015 - Present
Puerto Rico Tourism Company February 2013 - June 2014
Puerto Rico Tourism Company February 2007 - January 2013
Puerto Rico Infrastructure Financing Authority February 2005 - February 2007
Skills
Financial Analysis, Microsoft Excel, Budgets, Microsoft Office, Accounting, GAAP, Financial Reporting, Auditing, Microsoft Word, PowerPoint, Mergers & Acquisitions, Risk Management, Financial Accounting, Accounts Receivable, Account Reconciliation, Tax, Internal Controls, QuickBooks, Accounts Payable, Bookkeeping, General Ledger, Income Tax, Payroll, Bank Reconciliation, Oracle, Mas 90, Financial Audits, Successful Business...
Education
Pontifical Catholic University of Puerto Rico - Ponce 1997 — 2002
Bachelor’s Degree, Accounting and Finance
Patrick McMullen Patrick McMullen's Financial Consultant Experience July 2014 - Present
Job Self Employed Independent Financial Consultant
Industry Accounting
Experience
Financial Consultant July 2014 - Present
Flywheel Software March 2012 - July 2014
Self Employed January 2010 - November 2011
Bloch International April 2005 - December 2009
The Call Center, LLC August 2004 - March 2005
Waste Management November 2002 - November 2004
Entegrity Solutions 2001 - 2002
Grant Thornton LLP January 1997 - July 2000
Skills
Microsoft Office, QuickBooks, Inventory Control, Gaming Industry, Human Resources, Benefits Administration, Auditing, US GAAP, Cash Management, Budget, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Budgets, GAAP, Finance, Analysis, Accounts Receivable, CPA, Cash Flow, Revenue Recognition, Payroll, Financial Statements, Cash Flow Forecasting, Internal Controls, Accounts Payable, Journal Entries, Financial Audits, Bookkeeping, General Ledger, Fixed Assets, Mergers & Acquisitions
Education
University of Nevada-Reno 1993 — 1998
Bachelors, Business - Concentration in Accounting
Financial Consultant July 2014 - Present
Flywheel Software March 2012 - July 2014
Self Employed January 2010 - November 2011
Bloch International April 2005 - December 2009
The Call Center, LLC August 2004 - March 2005
Waste Management November 2002 - November 2004
Entegrity Solutions 2001 - 2002
Grant Thornton LLP January 1997 - July 2000
Skills
Microsoft Office, QuickBooks, Inventory Control, Gaming Industry, Human Resources, Benefits Administration, Auditing, US GAAP, Cash Management, Budget, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Budgets, GAAP, Finance, Analysis, Accounts Receivable, CPA, Cash Flow, Revenue Recognition, Payroll, Financial Statements, Cash Flow Forecasting, Internal Controls, Accounts Payable, Journal Entries, Financial Audits, Bookkeeping, General Ledger, Fixed Assets, Mergers & Acquisitions
Education
University of Nevada-Reno 1993 — 1998
Bachelors, Business - Concentration in Accounting
Michale Adword Michale Adword's Financial Consultant Experience March 2006 - Present
Job financial consultant USA
Industry Financial Services
Experience
Financial Consultant March 2006 - Present
Marketing Consultant January 2006 - October 2007
Independent Consultant July 2005 - November 2006
Skills
Business Strategy, Financial Accounting, Sporting Goods, Financial Planning, Retirement Planning, Small Business, Life Insurance, Insurance, Investments, Estate Planning, Sales, Financial Advisory, Retirement
Education
California State University, Fresno 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
High School 1988 — 1990
High School, Accounting and Business/Management
Financial Consultant March 2006 - Present
Marketing Consultant January 2006 - October 2007
Independent Consultant July 2005 - November 2006
Skills
Business Strategy, Financial Accounting, Sporting Goods, Financial Planning, Retirement Planning, Small Business, Life Insurance, Insurance, Investments, Estate Planning, Sales, Financial Advisory, Retirement
Education
California State University, Fresno 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
High School 1988 — 1990
High School, Accounting and Business/Management
Mauricio Rivera, CFA Mauricio Rivera, CFA's Financial Consultant Experience September 2008 - December 2012
Job Turnaround & Restructuring Associate at Alvarez & Marsal
Industry Management Consulting
Experience
GoldSilver.com March 2011 - April 2013
Financial Consultant September 2008 - December 2012
GoldSilver.com May 2009 - March 2011
Loyola Marymount University September 2007 - May 2009
Montecito Picture Company 2005 - 2006
Skills
Team Leadership, Business Strategy, Corporate Finance, Microsoft Excel, Economic Research, Risk Management, Financial Modeling, Google Docs, Keynote, Strategic Technology..., Statistics, Presentations, Alternative Investments, Investments, Valuation, Market Research, Business Planning, Finance, Financial Analysis, Marketing, Accounting, Management, Start-ups, Entrepreneurship, Data Analysis, Forecasting, Analytics, Equities, Banking, Leadership, Strategic Planning, Fixed Income, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Auditing, Business Valuation, Asset Management, Strategic Financial..., Investment Management
Education
Loyola Marymount University 2007 — 2009
MBA, Finance and Decision Sciences
UC Santa Barbara 2001 — 2005
BA
Saint Ignatius College Preparatory 1997 — 2001
GoldSilver.com March 2011 - April 2013
Financial Consultant September 2008 - December 2012
GoldSilver.com May 2009 - March 2011
Loyola Marymount University September 2007 - May 2009
Montecito Picture Company 2005 - 2006
Skills
Team Leadership, Business Strategy, Corporate Finance, Microsoft Excel, Economic Research, Risk Management, Financial Modeling, Google Docs, Keynote, Strategic Technology..., Statistics, Presentations, Alternative Investments, Investments, Valuation, Market Research, Business Planning, Finance, Financial Analysis, Marketing, Accounting, Management, Start-ups, Entrepreneurship, Data Analysis, Forecasting, Analytics, Equities, Banking, Leadership, Strategic Planning, Fixed Income, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Auditing, Business Valuation, Asset Management, Strategic Financial..., Investment Management
Education
Loyola Marymount University 2007 — 2009
MBA, Finance and Decision Sciences
UC Santa Barbara 2001 — 2005
BA
Saint Ignatius College Preparatory 1997 — 2001
Cevdet Jeff Bajin's Financial Consultant Experience July 1995 - January 2008
Job Program Support Assistant at Veterans Health Administration
Industry Hospital & Health Care
Experience
Veterans Health Administration February 2012 - Present
Veterans Health Administration September 2011 - February 2012
US Forest Service December 2010 - September 2011
Saber Financial Group January 2008 - December 2010
Financial Consultant July 1995 - January 2008
US Navy August 1989 - July 1995
John Hancock Financial Services January 1985 - March 1988
US Army July 1978 - January 1985
Skills
Finance
Education
New Mexico State University 2009 — 2010
Master of Social Work (MSW), Social Work, 3.45
Webster University, Albuquerque, NM 1993 — 1995
Master of Arts (MA), Human Resources Management/Personnel Administration, General, 3.0
The College of Santa Fe 1990 — 1993
Bachelor of Arts (BA), Counseling Psychology Organizational Psychology, 2.75
Veterans Health Administration February 2012 - Present
Veterans Health Administration September 2011 - February 2012
US Forest Service December 2010 - September 2011
Saber Financial Group January 2008 - December 2010
Financial Consultant July 1995 - January 2008
US Navy August 1989 - July 1995
John Hancock Financial Services January 1985 - March 1988
US Army July 1978 - January 1985
Skills
Finance
Education
New Mexico State University 2009 — 2010
Master of Social Work (MSW), Social Work, 3.45
Webster University, Albuquerque, NM 1993 — 1995
Master of Arts (MA), Human Resources Management/Personnel Administration, General, 3.0
The College of Santa Fe 1990 — 1993
Bachelor of Arts (BA), Counseling Psychology Organizational Psychology, 2.75
Nick Lomonte Nick Lomonte's Financial Consultant Experience 2005 - Present
Job President, Board of Directors Society of St. Vincent de Paul Archdiocese of GalvestonHouston
Industry Nonprofit Organization Management
Experience
Financial Consultant 2005 - Present
ABB Lummus Global, Inc 1986 - 2005
Education
Lamar University
Bachelor of Business Administration (BBA), Accounting and Finance
Financial Consultant 2005 - Present
ABB Lummus Global, Inc 1986 - 2005
Education
Lamar University
Bachelor of Business Administration (BBA), Accounting and Finance
Scott Hamm's Financial Consultant Experience 2002 - 2006
Job Senior A&F Professional
Industry Construction
Experience
KBR, Inc. 2011 - March 2015
KBR, Inc. 2006 - 2011
Financial Consultant 2002 - 2006
Rothe Joint Venture 1999 - 2001
Deloitte & Touche LLP/Resources Connection 1998 - 2000
Lockheed Martin Space Information Systems 1991 - 1997
Textron Inc 1988 - 1990
Oestriecher & Company Certified Public Accountants 1987 - 1988
Skills
EPC, Contract Management, Project Control, Financial Reporting, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Budgets, Management, Auditing, Account Reconciliation, Internal Audit, Cost Accounting, SAP, General Ledger, Analysis, Cash Flow, Mergers & Acquisitions, Finance, Human Resources, Financial Accounting
Education
Oklahoma City University
Bachelor's Degree, Bachelor of Science in Accounting, 3.67
KBR, Inc. 2011 - March 2015
KBR, Inc. 2006 - 2011
Financial Consultant 2002 - 2006
Rothe Joint Venture 1999 - 2001
Deloitte & Touche LLP/Resources Connection 1998 - 2000
Lockheed Martin Space Information Systems 1991 - 1997
Textron Inc 1988 - 1990
Oestriecher & Company Certified Public Accountants 1987 - 1988
Skills
EPC, Contract Management, Project Control, Financial Reporting, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Budgets, Management, Auditing, Account Reconciliation, Internal Audit, Cost Accounting, SAP, General Ledger, Analysis, Cash Flow, Mergers & Acquisitions, Finance, Human Resources, Financial Accounting
Education
Oklahoma City University
Bachelor's Degree, Bachelor of Science in Accounting, 3.67
Ronen Hayon Ronen Hayon's Financial Consultant Experience April 2010 - Present
Job Financial Consultant
Industry Management Consulting
Experience
Financial Consultant April 2010 - Present
Autoker Holding Zrt July 2005 - March 2010
Cinema City International November 1998 - May 2005
KPMG April 1997 - October 1998
Skills
Project Finance, Financial Forecasting, Business Planning, Financial Analysis, Financial Reporting, Finance, Real Estate, Due Diligence, Valuation, Strategic Financial..., Management, Budget, Budget Monitoring, Managerial Finance, Auditing, Banking, Business Development, Financial Modeling, Restructuring, Corporate Finance, Budgets, Financial Planning
Education
University of Haifa 1997 — 1997
C.P.A., Accounting
University of Haifa 1993 — 1996
Bachelor's degree, Accounting
Tradenet 2010 — 2010
Technical analysis
Financial Consultant April 2010 - Present
Autoker Holding Zrt July 2005 - March 2010
Cinema City International November 1998 - May 2005
KPMG April 1997 - October 1998
Skills
Project Finance, Financial Forecasting, Business Planning, Financial Analysis, Financial Reporting, Finance, Real Estate, Due Diligence, Valuation, Strategic Financial..., Management, Budget, Budget Monitoring, Managerial Finance, Auditing, Banking, Business Development, Financial Modeling, Restructuring, Corporate Finance, Budgets, Financial Planning
Education
University of Haifa 1997 — 1997
C.P.A., Accounting
University of Haifa 1993 — 1996
Bachelor's degree, Accounting
Tradenet 2010 — 2010
Technical analysis
Larry Clements Larry Clements's Financial Consultant Experience January 2015 - Present
Job Sales Manger/ Finance Director
Industry Financial Services
Experience
Public Motors Inc August 2015 - Present
Public Motors Inc April 2015 - Present
Financial Consultant January 2015 - Present
SELFIE SUNLESS February 2014 - Present
Skills
Budgets, Selling, Sales Management, Negotiation, Sales Operations, Customer Service, Marketing Strategy, Leadership, Banking, Sales, Account Management, Loans, Customer Retention, Customer Satisfaction, Leadership Development, Business Development, Training, Strategic Planning, New Business Development, Salesforce.com
Education
University of California, Los Angeles 1994 — 1999
History, Business Specialization
Public Motors Inc August 2015 - Present
Public Motors Inc April 2015 - Present
Financial Consultant January 2015 - Present
SELFIE SUNLESS February 2014 - Present
Skills
Budgets, Selling, Sales Management, Negotiation, Sales Operations, Customer Service, Marketing Strategy, Leadership, Banking, Sales, Account Management, Loans, Customer Retention, Customer Satisfaction, Leadership Development, Business Development, Training, Strategic Planning, New Business Development, Salesforce.com
Education
University of California, Los Angeles 1994 — 1999
History, Business Specialization
Kerry Keegan Kerry Keegan's Financial Consultant Experience 2000 - 2012
Job Empowering Spiritual Awakening
Industry Internet
Experience
Present Journeys December 2012 - Present
Kerry Keegan September 1992 - Present
Financial Consultant 2000 - 2012
Citi 2006 - 2007
Skills
Intuitive Development, Entrepreneurship, Mentoring, Team Building, Employee Training, Teaching, Customer Relations, Innovation Consulting, Public Speaking, Wellness, WordPress, Project Management, Social Media, Small Business..., Strategic Planning, Finance, Financial Services, Yoga
Education
Bard College 1981 — 1985
Bachelor of Arts (B.A.), History and Philosophy of Science
Yarmouth High School
Present Journeys December 2012 - Present
Kerry Keegan September 1992 - Present
Financial Consultant 2000 - 2012
Citi 2006 - 2007
Skills
Intuitive Development, Entrepreneurship, Mentoring, Team Building, Employee Training, Teaching, Customer Relations, Innovation Consulting, Public Speaking, Wellness, WordPress, Project Management, Social Media, Small Business..., Strategic Planning, Finance, Financial Services, Yoga
Education
Bard College 1981 — 1985
Bachelor of Arts (B.A.), History and Philosophy of Science
Yarmouth High School
Dee Ann Caples Dee Ann Caples's Financial Consultant Experience 1998 - 2000
Job Corporate Controller at TST Impreso, Inc.
Industry Accounting
Experience
TST Impreso, Inc. June 2014 - June 2015
Coppell ISD January 2010 - June 2014
Financial Consultant 1998 - 2000
HydraBath, Inc. 1995 - 1998
Deloitte 1989 - 1994
California Federal Bank 1986 - 1989
Skills
Forecasting, Financial Analysis, Strategic Planning, Management, Process Improvement, Budgets, Financial Reporting, Leadership, Microsoft Office
Education
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
TST Impreso, Inc. June 2014 - June 2015
Coppell ISD January 2010 - June 2014
Financial Consultant 1998 - 2000
HydraBath, Inc. 1995 - 1998
Deloitte 1989 - 1994
California Federal Bank 1986 - 1989
Skills
Forecasting, Financial Analysis, Strategic Planning, Management, Process Improvement, Budgets, Financial Reporting, Leadership, Microsoft Office
Education
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Aissatou Ba Aissatou Ba's Financial Consultant Experience 2013 - Present
Job MBA Available for new opportunities
Industry Consumer Goods
Experience
Financial Consultant 2013 - Present
Molson Coors Canada March 2007 - August 2012
Molson Coors Canada 2007 - 2008
AlphaSmart 2001 - 2007
AlphaSmart 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Skills
Forecasting, Strategic Financial..., Financial Variance..., Financial Reporting, Managerial Finance, Business Development, Sarbanes-Oxley Act, Budget Forecasts, Variance Analysis, Financial Analysis, Budgets, Corporate Finance, Internal Controls, Finance, Mergers & Acquisitions, SAP, Internal Audit, Due Diligence, Business Analysis
Education
University of San Francisco 1996 — 1998
MBA, Finances
Universite de Creteil, Paris XII
Master, Finances & Banking
Financial Consultant 2013 - Present
Molson Coors Canada March 2007 - August 2012
Molson Coors Canada 2007 - 2008
AlphaSmart 2001 - 2007
AlphaSmart 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Skills
Forecasting, Strategic Financial..., Financial Variance..., Financial Reporting, Managerial Finance, Business Development, Sarbanes-Oxley Act, Budget Forecasts, Variance Analysis, Financial Analysis, Budgets, Corporate Finance, Internal Controls, Finance, Mergers & Acquisitions, SAP, Internal Audit, Due Diligence, Business Analysis
Education
University of San Francisco 1996 — 1998
MBA, Finances
Universite de Creteil, Paris XII
Master, Finances & Banking
Tatiana Yaksick's Financial Consultant Experience April 2010 - January 2012
Job Staff Accountant at Loomis & Co. CPAs
Industry Financial Services
Experience
Loomis & Co. CPAs October 2014 - Present
Castro Commons General Dentistry February 2011 - October 2014
Orphanage Support Foundation January 2011 - January 2012
Silicon Valley Chiropractic Center September 2010 - January 2012
Little Prodigy Preschool & Daycare Center April 2010 - January 2012
Financial Consultant April 2010 - January 2012
Family Supportive Housing, Inc 2007 - 2008
Restaurant Victoria January 2002 - January 2006
Skills
Fixed Assets Creative..., Profx, Caseware, Accounting, Accounts Payable, Account Reconciliation, General Ledger, Journal Entries, Accounts Receivable, QuickBooks, Bookkeeping, Bank Reconciliation, GAAP, Financial Accounting, CPA, Sales Tax, Financial Statements, Financial Reporting
Education
Far-Eastern State Academy of Economics and Management
Bachelor of Science (BS), Business with a concentration in Restaurant Management and Food Production Engineering
Successfully passed the Uniform CPA Examination
De Anza College
Associate of Arts (A.A.), Taxation, GPA 3.98/4.0
De Anza College
Associate of Arts (AA), Accounting, GPA 3.98/4.0
CalCPA - CPE 2015 — 2015
Loomis & Co. CPAs October 2014 - Present
Castro Commons General Dentistry February 2011 - October 2014
Orphanage Support Foundation January 2011 - January 2012
Silicon Valley Chiropractic Center September 2010 - January 2012
Little Prodigy Preschool & Daycare Center April 2010 - January 2012
Financial Consultant April 2010 - January 2012
Family Supportive Housing, Inc 2007 - 2008
Restaurant Victoria January 2002 - January 2006
Skills
Fixed Assets Creative..., Profx, Caseware, Accounting, Accounts Payable, Account Reconciliation, General Ledger, Journal Entries, Accounts Receivable, QuickBooks, Bookkeeping, Bank Reconciliation, GAAP, Financial Accounting, CPA, Sales Tax, Financial Statements, Financial Reporting
Education
Far-Eastern State Academy of Economics and Management
Bachelor of Science (BS), Business with a concentration in Restaurant Management and Food Production Engineering
Successfully passed the Uniform CPA Examination
De Anza College
Associate of Arts (A.A.), Taxation, GPA 3.98/4.0
De Anza College
Associate of Arts (AA), Accounting, GPA 3.98/4.0
CalCPA - CPE 2015 — 2015
Phil Laren's Financial Consultant Experience November 2008 - Present
Job Financial Consultant at PB pacific partners
Industry Financial Services
Experience
Financial Consultant November 2008 - Present
Countrywide August 2007 - October 2008
Option One 2005 - 2007
Ohio Savings Bank 2003 - 2005
HomeSide Lending 1997 - 2000
Fleet Mortgage Group 1992 - 1997
Source One Mortgage Services 1986 - 1992
Skills
Capital Markets, Risk Management, Finance
Education
University of Michigan
Financial Consultant November 2008 - Present
Countrywide August 2007 - October 2008
Option One 2005 - 2007
Ohio Savings Bank 2003 - 2005
HomeSide Lending 1997 - 2000
Fleet Mortgage Group 1992 - 1997
Source One Mortgage Services 1986 - 1992
Skills
Capital Markets, Risk Management, Finance
Education
University of Michigan
Jeriel Roberts, MBA Jeriel Roberts, MBA's Financial Consultant Experience August 2010 - Present
Job Financial Business Consultant/ Financial Analyst/ Business Analyst
Industry Financial Services
Experience
Financial Consultant August 2010 - Present
Toastmasters Club of Union July 2012 - February 2013
Toastmasters Club of Union October 2010 - June 2012
Costco Wholesale April 2008 - October 2009
Club Demonstration Services July 1999 - April 2008
Skills
Computer Science, Computer Program, Microsoft Office, Microsoft Excel, Microsoft Word, C++, PowerPoint, Programming, Financial Analysis, Financial Reporting, Financial Modeling, Business Analysis, Accounting, Accounts Receivable, Financial Accounting, Managerial Skills, Vlookup, Pivot Tables, Supervisory Experience, Solid computer skills, Leadership, Financial Risk, Derivatives, Futures, FX Options, Options, IRR, NPV, International Business..., Problem Solving, Profit Maximization, Reduced Costs, Forecasting, Strategic Planning, Budgeting, Spreadsheets, Staff Management, Budgets, Internal Controls, Access, Auditing, Outlook, Management
Education
Montclair State University 2007 — 2010
MBA, Finance/ International Business
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelors of Science, Finance
Financial Consultant August 2010 - Present
Toastmasters Club of Union July 2012 - February 2013
Toastmasters Club of Union October 2010 - June 2012
Costco Wholesale April 2008 - October 2009
Club Demonstration Services July 1999 - April 2008
Skills
Computer Science, Computer Program, Microsoft Office, Microsoft Excel, Microsoft Word, C++, PowerPoint, Programming, Financial Analysis, Financial Reporting, Financial Modeling, Business Analysis, Accounting, Accounts Receivable, Financial Accounting, Managerial Skills, Vlookup, Pivot Tables, Supervisory Experience, Solid computer skills, Leadership, Financial Risk, Derivatives, Futures, FX Options, Options, IRR, NPV, International Business..., Problem Solving, Profit Maximization, Reduced Costs, Forecasting, Strategic Planning, Budgeting, Spreadsheets, Staff Management, Budgets, Internal Controls, Access, Auditing, Outlook, Management
Education
Montclair State University 2007 — 2010
MBA, Finance/ International Business
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelors of Science, Finance
Terry Doming, CPA, CPCU's Financial Consultant Experience November 2009 - February 2010
Job Chief Financial Officer at GoAuto, LLC
Industry Insurance
Experience
GoAuto Insurance December 2012 - Present
LCTA Workers Comp February 2011 - December 2012
Risk Management Resources, Inc. February 2011 - December 2012
Avita Drugs, LLC March 2010 - February 2011
Financial Consultant November 2009 - February 2010
USAgencies May 2000 - October 2009
Southern Farm Bureau August 1992 - May 2000
Skills
Risk Management, Insurance, Accounting, Budgets, Mergers, Workers Compensation, Leadership, Management, Underwriting, GAAP, Finance, Project Management, Employee Benefits, Financial Statements, Reinsurance, Process Improvement, QuickBooks, Microsoft Excel, Commercial Insurance, Forecasting, Microsoft Office, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Claims Management, Investments, Property, Mergers & Acquisitions, Casualty, Property & Casualty..., Executive Management, Analysis, Auditing, Brokers
Education
University of Louisiana at Lafayette 1987 — 1992
BS - Business Administration, Accounting
Redemptorist High Scool 1982 — 1987
Diploma, College Core
GoAuto Insurance December 2012 - Present
LCTA Workers Comp February 2011 - December 2012
Risk Management Resources, Inc. February 2011 - December 2012
Avita Drugs, LLC March 2010 - February 2011
Financial Consultant November 2009 - February 2010
USAgencies May 2000 - October 2009
Southern Farm Bureau August 1992 - May 2000
Skills
Risk Management, Insurance, Accounting, Budgets, Mergers, Workers Compensation, Leadership, Management, Underwriting, GAAP, Finance, Project Management, Employee Benefits, Financial Statements, Reinsurance, Process Improvement, QuickBooks, Microsoft Excel, Commercial Insurance, Forecasting, Microsoft Office, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Claims Management, Investments, Property, Mergers & Acquisitions, Casualty, Property & Casualty..., Executive Management, Analysis, Auditing, Brokers
Education
University of Louisiana at Lafayette 1987 — 1992
BS - Business Administration, Accounting
Redemptorist High Scool 1982 — 1987
Diploma, College Core
Brent Hogan Brent Hogan's Financial Consultant Experience December 2012 - March 2013
Job Senior Associate at Greenbrier Development
Industry Financial Services
Experience
Greenbrier Development January 2015 - Present
Avondale Partners March 2014 - December 2014
McElhenny Sheffield Capital Management February 2013 - March 2014
Financial Consultant December 2012 - March 2013
Stream Energy February 2012 - December 2012
PC Hogan, PC 2005 - February 2012
The Princeton Review February 2005 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Forecasting, Equity Research, Capital Markets, Equities, Finance, Financial Analysis, Risk Management, Strategy, Due Diligence, Financial Forecasting, Financial Reporting, Start-ups, DCF, Corporate Development, Corporate Finance, Economic Research, Strategic Thinking, Variance Reports, Variance Explanations, Investment Management, Strategic Financial..., Strategic Consulting, Return on Investment..., Return on Investment, Financial Variance..., Investment Strategies, Financial Accounting, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance (Investments, Energy, Corporate Finance)
Southern Methodist University - Cox School of Business 2007 — 2008
MS Accounting, Accounting
Texas Christian University 1999 — 2004
Bachelor of Arts, Political Science and Government
Cistercian Preparatory School
Greenbrier Development January 2015 - Present
Avondale Partners March 2014 - December 2014
McElhenny Sheffield Capital Management February 2013 - March 2014
Financial Consultant December 2012 - March 2013
Stream Energy February 2012 - December 2012
PC Hogan, PC 2005 - February 2012
The Princeton Review February 2005 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Forecasting, Equity Research, Capital Markets, Equities, Finance, Financial Analysis, Risk Management, Strategy, Due Diligence, Financial Forecasting, Financial Reporting, Start-ups, DCF, Corporate Development, Corporate Finance, Economic Research, Strategic Thinking, Variance Reports, Variance Explanations, Investment Management, Strategic Financial..., Strategic Consulting, Return on Investment..., Return on Investment, Financial Variance..., Investment Strategies, Financial Accounting, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance (Investments, Energy, Corporate Finance)
Southern Methodist University - Cox School of Business 2007 — 2008
MS Accounting, Accounting
Texas Christian University 1999 — 2004
Bachelor of Arts, Political Science and Government
Cistercian Preparatory School
Bradley Urias's Financial Consultant Experience January 2012 - August 2014
Job Visionary | Problem Solver | Business Development | Portfolio & Risk Management | Financial Analysis, Modeling
Industry Investment Management
Experience
EJW Arbitrage Group February 2010 - Present
Financial Consultant January 2012 - August 2014
Ideas in Motion August 2008 - February 2010
United States Marine Corps May 2001 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Market Research, Corporate Finance, Valuation, Microsoft Excel, Financial Risk, Options, Strategic Financial..., Hedge Funds, Hedging, Trading, Arbitrage, Financial Markets, Economics, Finance, Closed-end Funds, Precious Metals, Forecasting, Access, Volatility Arbitrage, Financial Reporting, Corporate Budgeting, Financial Statement..., Foreign Exchange, US Treasuries, Equity Derivatives, Bonds, Futures Trading, Managed Futures, SQL, Investment Advisory, Investment Management, Business Development, Business Planning, Business Intelligence, Business Process, Business Strategy, Business Analysis, Asset Management
Education
CFA Institute 2015 — 2016
Professional, Chartered Financial Analyst
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Hawaii at Manoa 2010 — 2011
Master of Science (M.Sc.), Financial Engineering
Carthage College 2008 — 2010
Bachelor of Arts (B.A.), Finance
Parkland College 2005 — 2008
Associate of Science (A.S.), Business Administration
EJW Arbitrage Group February 2010 - Present
Financial Consultant January 2012 - August 2014
Ideas in Motion August 2008 - February 2010
United States Marine Corps May 2001 - May 2005
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Market Research, Corporate Finance, Valuation, Microsoft Excel, Financial Risk, Options, Strategic Financial..., Hedge Funds, Hedging, Trading, Arbitrage, Financial Markets, Economics, Finance, Closed-end Funds, Precious Metals, Forecasting, Access, Volatility Arbitrage, Financial Reporting, Corporate Budgeting, Financial Statement..., Foreign Exchange, US Treasuries, Equity Derivatives, Bonds, Futures Trading, Managed Futures, SQL, Investment Advisory, Investment Management, Business Development, Business Planning, Business Intelligence, Business Process, Business Strategy, Business Analysis, Asset Management
Education
CFA Institute 2015 — 2016
Professional, Chartered Financial Analyst
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Hawaii at Manoa 2010 — 2011
Master of Science (M.Sc.), Financial Engineering
Carthage College 2008 — 2010
Bachelor of Arts (B.A.), Finance
Parkland College 2005 — 2008
Associate of Science (A.S.), Business Administration
Ken Titlebaum's Financial Consultant Experience 2012 - 2013
Job VP Finance at Medical Specialties Distributors, LLC
Industry Medical Devices
Experience
Medical Specialties Distributors, LLC March 2013 - Present
Financial Consultant 2012 - 2013
Aushon BioSystems January 2007 - August 2011
E Ink Corporation May 1999 - January 2007
Etex Corporation January 1997 - May 1999
The Kendall Company August 1987 - December 1995
Arthur Andersen & Co. (Boston) July 1979 - August 1987
Skills
Mergers, Budgets, Analysis, Integration, Investor Relations, Manufacturing, Contract Negotiation, Medical Devices, Strategy, Working Capital..., LBO, Modeling
Education
Boston University - School of Management
BSBA, Accounting, summa cum laude
Medical Specialties Distributors, LLC March 2013 - Present
Financial Consultant 2012 - 2013
Aushon BioSystems January 2007 - August 2011
E Ink Corporation May 1999 - January 2007
Etex Corporation January 1997 - May 1999
The Kendall Company August 1987 - December 1995
Arthur Andersen & Co. (Boston) July 1979 - August 1987
Skills
Mergers, Budgets, Analysis, Integration, Investor Relations, Manufacturing, Contract Negotiation, Medical Devices, Strategy, Working Capital..., LBO, Modeling
Education
Boston University - School of Management
BSBA, Accounting, summa cum laude
Gregory Silverthorne, MBA Gregory Silverthorne, MBA's Financial Consultant Experience January 2013 - Present
Job Financial Analyst (Managerial Accountant)
Industry Accounting
Experience
Financial Consultant January 2013 - Present
Robert Half Management Resources April 2015 - July 2015
Gilbarco July 2014 - September 2014
TIMCO Aviation Services May 2013 - December 2013
Syngenta February 2011 - April 2011
Eastman Chemical Company October 2007 - November 2009
Pulte Homes June 2006 - June 2007
GlaxoSmithKline July 2001 - December 2002
DeNovo/Creative Solutions April 2000 - June 2000
Comcast Cable September 1998 - October 1999
Education
Brown University 1979 — 1983
BA
Hofstra University 1985 — 1987
MBA
Financial Consultant January 2013 - Present
Robert Half Management Resources April 2015 - July 2015
Gilbarco July 2014 - September 2014
TIMCO Aviation Services May 2013 - December 2013
Syngenta February 2011 - April 2011
Eastman Chemical Company October 2007 - November 2009
Pulte Homes June 2006 - June 2007
GlaxoSmithKline July 2001 - December 2002
DeNovo/Creative Solutions April 2000 - June 2000
Comcast Cable September 1998 - October 1999
Education
Brown University 1979 — 1983
BA
Hofstra University 1985 — 1987
MBA
Julia Gilroy, MBA CPA's Financial Consultant Experience July 2011 - February 2013
Job Accounting, Finance, and Information Systems
Industry Entertainment
Experience
Privately Held Consumer Products February 2013 - Present
Financial Consultant July 2011 - February 2013
Mail.com Media Company March 2010 - July 2011
Custom LeatherCraft Manufacturing Company December 2008 - March 2010
Encore August 2007 - November 2008
The Hain Celestial Group August 2006 - May 2007
International Rectifier July 2004 - August 2006
The Walt Disney Company September 1997 - July 2004
Morgan Adams 1992 - 1995
C.G. Uhlenberg LLP January 1989 - January 1992
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Forecasting, Budgets, Mergers, SAP, Strategic Planning, GAAP, Financial Modeling, Auditing, Process Improvement, Internal Audit, Consolidation, Analysis, Cash Management, Internal Controls, Accounting, Asset Managment, General Ledger, Modeling, QuickBooks, Shared Services, Financial Accounting, Finance, Cost Accounting, Variance Analysis, Accounts Payable, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
MBA, Information Science
California State University-Long Beach 1983 — 1987
Bachelor of Science (BS), Professional Accountancy
Privately Held Consumer Products February 2013 - Present
Financial Consultant July 2011 - February 2013
Mail.com Media Company March 2010 - July 2011
Custom LeatherCraft Manufacturing Company December 2008 - March 2010
Encore August 2007 - November 2008
The Hain Celestial Group August 2006 - May 2007
International Rectifier July 2004 - August 2006
The Walt Disney Company September 1997 - July 2004
Morgan Adams 1992 - 1995
C.G. Uhlenberg LLP January 1989 - January 1992
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Forecasting, Budgets, Mergers, SAP, Strategic Planning, GAAP, Financial Modeling, Auditing, Process Improvement, Internal Audit, Consolidation, Analysis, Cash Management, Internal Controls, Accounting, Asset Managment, General Ledger, Modeling, QuickBooks, Shared Services, Financial Accounting, Finance, Cost Accounting, Variance Analysis, Accounts Payable, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
MBA, Information Science
California State University-Long Beach 1983 — 1987
Bachelor of Science (BS), Professional Accountancy
Norna Cash Norna Cash's Financial Consultant Experience January 2011 - August 2011
Job Financial Consultant at RGP
Industry Information Technology and Services
Experience
RGP March 2015 - Present
Financial Consulting July 2014 - February 2015
Revstream Inc July 2013 - June 2014
DeWinter Group January 2013 - May 2013
Symantec August 2011 - December 2012
Financial Consultant January 2011 - August 2011
REL Consultancy/The Hackett Group April 2010 - November 2010
Google July 2007 - November 2008
Electronic Arts Inc June 2001 - June 2007
Namco July 1998 - June 2001
Skills
Process Improvement, Strategy, Management, Mergers & Acquisitions, Leadership, Business Process, Outsourcing, Budgets, Executive Management, Project Management, Start-ups, Business Process..., Business Transformation, Strategic Planning, Accounts Receivable, Finance, Analysis, Forecasting, Financial Analysis, Accounting, Integration, Team Building, E-commerce, Business Development, Credit Risk, Outsourcing Management, Revenue Recognition, Cross-functional Team..., SaaS, Consulting, Sarbanes-Oxley Act, Program Management
Education
San Jose State University
Business Management-Economics
University of Phoenix
Business/Supply Chain Management
RGP March 2015 - Present
Financial Consulting July 2014 - February 2015
Revstream Inc July 2013 - June 2014
DeWinter Group January 2013 - May 2013
Symantec August 2011 - December 2012
Financial Consultant January 2011 - August 2011
REL Consultancy/The Hackett Group April 2010 - November 2010
Google July 2007 - November 2008
Electronic Arts Inc June 2001 - June 2007
Namco July 1998 - June 2001
Skills
Process Improvement, Strategy, Management, Mergers & Acquisitions, Leadership, Business Process, Outsourcing, Budgets, Executive Management, Project Management, Start-ups, Business Process..., Business Transformation, Strategic Planning, Accounts Receivable, Finance, Analysis, Forecasting, Financial Analysis, Accounting, Integration, Team Building, E-commerce, Business Development, Credit Risk, Outsourcing Management, Revenue Recognition, Cross-functional Team..., SaaS, Consulting, Sarbanes-Oxley Act, Program Management
Education
San Jose State University
Business Management-Economics
University of Phoenix
Business/Supply Chain Management
Trey Darwin MBA Trey Darwin MBA's Financial Consultant Experience May 2015 - Present
Job Chief Financial Officer, Treasurer and SVP of Finance and FP&A at Hampshire Group
Industry Apparel & Fashion
Experience
Financial Consultant May 2015 - Present
AEC LLC May 1997 - Present
Hampshire Group December 2012 - Present
Hampshire Group December 2012 - April 2015
Hampshire Group December 2012 - April 2015
Haggar Clothing Co. December 2011 - October 2012
Haggar Clothing Co. December 2010 - October 2012
SOURCECORP December 2009 - December 2010
SOURCECORP March 2007 - December 2009
Trinity Industries November 2001 - March 2007
Skills
Financial Reporting, Variance Analysis, Forecasting, Strategic Planning, Financial Modeling, Cost Accounting, Process Improvement, Accounting, Sarbanes-Oxley Act, Hyperion, Essbase, Cost Savings, EBITDA Improvement, Baan, PeopleSoft, Sarbanes-Oxley, GAAP, Business Strategy, Budgeting, Revenue Recognition, Financial Planning, Analysis, Microsoft Office, Cost Reduction, Oracle Financials, Oracle, AS400, SAP, Solomon, Great Plains, JD Edwards, Trend Analysis, IFRS, Strategic Analysis, Dashboard, Planning, SOX, FX, FRx, SharePoint, syteline, Financial Systems..., Salesforce.com, PowerPoint, CPA, Global Sourcing, Viewpoint
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Accounting / Strategy / Finance / CFO, 3.5
Baylor University 1994 — 1998
BBA, Finance / Accounting / Telecom, 3.2
James Martin High
Financial Consultant May 2015 - Present
AEC LLC May 1997 - Present
Hampshire Group December 2012 - Present
Hampshire Group December 2012 - April 2015
Hampshire Group December 2012 - April 2015
Haggar Clothing Co. December 2011 - October 2012
Haggar Clothing Co. December 2010 - October 2012
SOURCECORP December 2009 - December 2010
SOURCECORP March 2007 - December 2009
Trinity Industries November 2001 - March 2007
Skills
Financial Reporting, Variance Analysis, Forecasting, Strategic Planning, Financial Modeling, Cost Accounting, Process Improvement, Accounting, Sarbanes-Oxley Act, Hyperion, Essbase, Cost Savings, EBITDA Improvement, Baan, PeopleSoft, Sarbanes-Oxley, GAAP, Business Strategy, Budgeting, Revenue Recognition, Financial Planning, Analysis, Microsoft Office, Cost Reduction, Oracle Financials, Oracle, AS400, SAP, Solomon, Great Plains, JD Edwards, Trend Analysis, IFRS, Strategic Analysis, Dashboard, Planning, SOX, FX, FRx, SharePoint, syteline, Financial Systems..., Salesforce.com, PowerPoint, CPA, Global Sourcing, Viewpoint
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Accounting / Strategy / Finance / CFO, 3.5
Baylor University 1994 — 1998
BBA, Finance / Accounting / Telecom, 3.2
James Martin High
Craig Merluzzi Craig Merluzzi's Financial Consultant Experience 2012 - 2014
Job Technical Instructor at Applied Motion Technologies
Industry Education Management
Experience
Applied Motion Technologies 2015 - Present
Financial Consultant 2012 - 2014
Neighborhood Advisors 2000 - 2012
Insurance, Real Estate and Financial Service Provider 1997 - 2000
PPL Electric Utilities 1990 - 1996
GP Strategies Corporation 1989 - 1990
US Navy 1983 - 1989
Education
Bloomsburg University 1998 — 2000
Business, Business and Information Technology
US Navy - Certified Electrician's Mate 1983 — 1989
Associate of Science (A.S.), Electrical and Electronics Engineering
Penn State University 1980 — 1982
Associates, Electrical Engineering
Lehighton High School 1976 — 1980
Applied Motion Technologies 2015 - Present
Financial Consultant 2012 - 2014
Neighborhood Advisors 2000 - 2012
Insurance, Real Estate and Financial Service Provider 1997 - 2000
PPL Electric Utilities 1990 - 1996
GP Strategies Corporation 1989 - 1990
US Navy 1983 - 1989
Education
Bloomsburg University 1998 — 2000
Business, Business and Information Technology
US Navy - Certified Electrician's Mate 1983 — 1989
Associate of Science (A.S.), Electrical and Electronics Engineering
Penn State University 1980 — 1982
Associates, Electrical Engineering
Lehighton High School 1976 — 1980
Cecile Fordyce, CPA's Financial Consultant Experience November 2008 - September 2011
Job Accounting & Finance Professional
Industry Accounting
Experience
Toyota Financial Services September 2011 - Present
Financial Consultant November 2008 - September 2011
Technicolor Theatrical Services September 2007 - August 2008
Countrywide Financial Corporation August 2006 - September 2007
Nissan North America; Nissan Motor Acceptance Corp April 2001 - July 2006
WellPoint 1999 - 2000
Skills
Financial Reporting, Finance, Accounting, Financial Analysis, Consolidation, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Negotiation, Internal Controls, Management, Leadership, Financial Risk, Financial Statement..., Customer-focused Service, Supervisory Skills, Coaching & Mentoring
Education
California State University-Northridge
B.S. Business Administration
Loyola Marymount University
Toyota Financial Services September 2011 - Present
Financial Consultant November 2008 - September 2011
Technicolor Theatrical Services September 2007 - August 2008
Countrywide Financial Corporation August 2006 - September 2007
Nissan North America; Nissan Motor Acceptance Corp April 2001 - July 2006
WellPoint 1999 - 2000
Skills
Financial Reporting, Finance, Accounting, Financial Analysis, Consolidation, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Process Improvement, Variance Analysis, Negotiation, Internal Controls, Management, Leadership, Financial Risk, Financial Statement..., Customer-focused Service, Supervisory Skills, Coaching & Mentoring
Education
California State University-Northridge
B.S. Business Administration
Loyola Marymount University
Derek Conner's Financial Consultant Experience July 2011 - Present
Job Financial Consultant
Industry Accounting
Experience
Financial Consultant July 2011 - Present
Skills
Financial Reporting, Consolidation, Internal Controls
Education
Louisiana State University and Agricultural and Mechanical College
Financial Consultant July 2011 - Present
Skills
Financial Reporting, Consolidation, Internal Controls
Education
Louisiana State University and Agricultural and Mechanical College
Felix Yeoman's Financial Consultant Experience November 2010 - Present
Job Project Manager/ Financial Consultant
Industry Financial Services
Experience
Financial Consultant November 2010 - Present
The Corvus Group, LLC October 2008 - October 2010
Interior Systems January 2000 - January 2008
Skills
Finance, Financial Analysis, Risk Management, Strategic Planning, Credit, Restructuring, Mortgage Lending, Due Diligence, Strategy, Business Development, Banking, Portfolio Management, Credit Risk, Investments, Credit Analysis, Financial Modeling
Education
American University - Kogod School of Business
MBA, Finance
Georgetown University
BSBA, Public Administration
Financial Consultant November 2010 - Present
The Corvus Group, LLC October 2008 - October 2010
Interior Systems January 2000 - January 2008
Skills
Finance, Financial Analysis, Risk Management, Strategic Planning, Credit, Restructuring, Mortgage Lending, Due Diligence, Strategy, Business Development, Banking, Portfolio Management, Credit Risk, Investments, Credit Analysis, Financial Modeling
Education
American University - Kogod School of Business
MBA, Finance
Georgetown University
BSBA, Public Administration
Susan Gingery's Financial Consultant Experience 2010 - 2012
Job Operations Leader, Business Analyst and Strategist
Industry Financial Services
Experience
HealthEast September 2012 - June 2014
HealthEast January 2011 - September 2012
Financial Consultant 2010 - 2012
FAME Retail January 2007 - September 2009
FAME Retail July 2005 - January 2007
Jostens 2004 - 2005
Josten's 2000 - 2004
Jostens 1998 - 2000
Emerson Process Management 1997 - 1998
Emerson Process Management 1995 - 1997
Skills
Business Strategy, Operations Management, Business Innovation, Business Development, Strategic Planning, Business Analysis..., Mentoring, Financial Analysis, Forecasting, Project Management, Coaching, Budgets, Process Improvement, Healthcare, Finance, Data Analysis, Business Process...
Education
French Ministry of Education 1995 — 1995
Diplome Approfondi de Langue Française (DALF), French Language and Literature
French Ministry of Education 1994 — 1994
Diplome D’Etudes en Langue Française (DELF) 1er et 2nd Degré, French Language and Literature
University of Montana 1990 — 1994
Bachelor's Degree, Business Administration and Management, General, French
HealthEast September 2012 - June 2014
HealthEast January 2011 - September 2012
Financial Consultant 2010 - 2012
FAME Retail January 2007 - September 2009
FAME Retail July 2005 - January 2007
Jostens 2004 - 2005
Josten's 2000 - 2004
Jostens 1998 - 2000
Emerson Process Management 1997 - 1998
Emerson Process Management 1995 - 1997
Skills
Business Strategy, Operations Management, Business Innovation, Business Development, Strategic Planning, Business Analysis..., Mentoring, Financial Analysis, Forecasting, Project Management, Coaching, Budgets, Process Improvement, Healthcare, Finance, Data Analysis, Business Process...
Education
French Ministry of Education 1995 — 1995
Diplome Approfondi de Langue Française (DALF), French Language and Literature
French Ministry of Education 1994 — 1994
Diplome D’Etudes en Langue Française (DELF) 1er et 2nd Degré, French Language and Literature
University of Montana 1990 — 1994
Bachelor's Degree, Business Administration and Management, General, French
Mhairi Paget's Financial Consultant Experience 1997 - 2009
Job Assistant Controller for Flight Landata Division at KEYW Corporation
Industry Defense & Space
Experience
KEYW Corporation August 2011 - May 2014
Flight Landata May 2009 - August 2011
Financial Consultant 1997 - 2009
Digital Equipment Corporation 1984 - 1996
Skills
Planning, Accounting, Financial Analysis, Budgeting, Forecasting, General Ledger, Accounts Payable, Financial Management, Accounts Receivable
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, International Business
Mount Holyoke College 1964 — 1967
BA, English Literature
KEYW Corporation August 2011 - May 2014
Flight Landata May 2009 - August 2011
Financial Consultant 1997 - 2009
Digital Equipment Corporation 1984 - 1996
Skills
Planning, Accounting, Financial Analysis, Budgeting, Forecasting, General Ledger, Accounts Payable, Financial Management, Accounts Receivable
Education
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, International Business
Mount Holyoke College 1964 — 1967
BA, English Literature
John Yurco's Financial Consultant Experience November 2007 - November 2008
Job at Lawson Products
Industry Accounting
Experience
Lawson Products December 2008 - Present
Financial Consultant November 2007 - November 2008
Laidlaw International July 2003 - November 2007
Wisconsin Central / CN Railway April 2000 - July 2003
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, US GAAP, Consolidation, Variance Analysis
Education
Capital University
MBA
Miami University
BS, Accounting
Lawson Products December 2008 - Present
Financial Consultant November 2007 - November 2008
Laidlaw International July 2003 - November 2007
Wisconsin Central / CN Railway April 2000 - July 2003
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, US GAAP, Consolidation, Variance Analysis
Education
Capital University
MBA
Miami University
BS, Accounting
Joe Biernat's Financial Consultant Experience July 2010 - Present
Job Chief Investment Officer at Permian Global
Industry Investment Management
Experience
Permian Global January 2011 - Present
Financial Consultant July 2010 - Present
European Credit Management March 2000 - June 2010
PARIBAS March 1998 - March 2000
Deutsche Bank March 1996 - March 1998
Deutsche Bank March 1996 - March 1998
Merrill Lynch January 1989 - March 1996
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA, Finance
Gettysburg College 1971 — 1975
BA, Biology
Permian Global January 2011 - Present
Financial Consultant July 2010 - Present
European Credit Management March 2000 - June 2010
PARIBAS March 1998 - March 2000
Deutsche Bank March 1996 - March 1998
Deutsche Bank March 1996 - March 1998
Merrill Lynch January 1989 - March 1996
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA, Finance
Gettysburg College 1971 — 1975
BA, Biology
Christopher Gunster's Financial Consultant Experience March 2001 - October 2002
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Siavash Ansari, CPA, CMA's Financial Consultant Experience July 2008 - January 2009
Job Accounting Policy & Reporting Accountant at VBA
Industry Accounting
Experience
Veterans Benefit Administration February 2009 - Present
Veterans Benefit Admin. 2009 - Present
Financial Consultant July 2008 - January 2009
Jefferson Wells, Inc. June 2005 - June 2008
Financial Consultant March 2003 - May 2005
Skills
US GAAP, Accounting, IFRS, Financial Statements, Analysis, Internal Audit, Auditing, Sarbanes-Oxley Act, GAAP, Internal Controls, Project Planning, SEC filings, Financial Reporting, Finance, Budgets, Tax, Banking, Process Improvement, Revenue Recognition, Management, Business Process..., Cash Management, Business Planning, Corporate Finance, Cost Accounting, Financial Accounting, Managerial Finance, Mergers & Acquisitions, Strategic Financial...
Education
George Mason University - School of Business 1997 — 2000
MS, Taxation
Iran Center for Management Studies 1979 — 1980
MBA, Finance
Allameh Tabataba'i University 1975 — 1979
BBA, Management & Accounting
Veterans Benefit Administration February 2009 - Present
Veterans Benefit Admin. 2009 - Present
Financial Consultant July 2008 - January 2009
Jefferson Wells, Inc. June 2005 - June 2008
Financial Consultant March 2003 - May 2005
Skills
US GAAP, Accounting, IFRS, Financial Statements, Analysis, Internal Audit, Auditing, Sarbanes-Oxley Act, GAAP, Internal Controls, Project Planning, SEC filings, Financial Reporting, Finance, Budgets, Tax, Banking, Process Improvement, Revenue Recognition, Management, Business Process..., Cash Management, Business Planning, Corporate Finance, Cost Accounting, Financial Accounting, Managerial Finance, Mergers & Acquisitions, Strategic Financial...
Education
George Mason University - School of Business 1997 — 2000
MS, Taxation
Iran Center for Management Studies 1979 — 1980
MBA, Finance
Allameh Tabataba'i University 1975 — 1979
BBA, Management & Accounting
James Fink's Financial Consultant Experience 2003 - 2005
Job CFO at Goliath Technologies
Industry Accounting
Experience
Goliath Technologies January 2013 - Present
Whittier Hamilton & James LLC January 2013 - Present
Regeneration Finance 2010 - 2012
DGK Group P.C. 2008 - 2011
Neoware 2005 - 2008
Financial Consultant 2003 - 2005
FrontLine Solutions, Inc. January 2001 - December 2003
Polar Ice Entertainment, Inc. January 1997 - December 2000
Various 1986 - 1997
Skills
Financial Reporting, Due Diligence, Mergers, Accounting, SEC filings, Budgets, Internal Controls, Sarbanes-Oxley Act, Start-ups, Managerial Finance, Financial Analysis, Auditing, Strategic Planning, Cash Management, Cost Accounting, Analysis, Mergers & Acquisitions, Management, Business Process..., Restructuring, Finance, CPA, Internal Audit, Strategy, Leadership, Business Process, Forecasting
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science, Busines, Economics, Accounting
Goliath Technologies January 2013 - Present
Whittier Hamilton & James LLC January 2013 - Present
Regeneration Finance 2010 - 2012
DGK Group P.C. 2008 - 2011
Neoware 2005 - 2008
Financial Consultant 2003 - 2005
FrontLine Solutions, Inc. January 2001 - December 2003
Polar Ice Entertainment, Inc. January 1997 - December 2000
Various 1986 - 1997
Skills
Financial Reporting, Due Diligence, Mergers, Accounting, SEC filings, Budgets, Internal Controls, Sarbanes-Oxley Act, Start-ups, Managerial Finance, Financial Analysis, Auditing, Strategic Planning, Cash Management, Cost Accounting, Analysis, Mergers & Acquisitions, Management, Business Process..., Restructuring, Finance, CPA, Internal Audit, Strategy, Leadership, Business Process, Forecasting
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science, Busines, Economics, Accounting
Karen Grenier's Financial Consultant Experience February 2009 - June 2012
Job Senior Account Executive at Prime National, Inc.
Industry Packaging and Containers
Experience
Prime National, Inc. September 2014 - Present
Supreme Graphics - Printing and Mailing April 2013 - November 2013
American Mortgage Network, a division of Bexil American Mortgage Inc March 2012 - September 2012
Financial Consultant February 2009 - June 2012
National City Bank August 2004 - November 2009
Coastal Federal Bank 1994 - 1998
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Refinance, FHA, Loan Origination, Banking, Residential Mortgages, Sales Management
Education
University of California, Los Angeles 1977 — 1978
BA, Political Science, Economics
UC Santa Cruz 1974 — 1977
Politics
Prime National, Inc. September 2014 - Present
Supreme Graphics - Printing and Mailing April 2013 - November 2013
American Mortgage Network, a division of Bexil American Mortgage Inc March 2012 - September 2012
Financial Consultant February 2009 - June 2012
National City Bank August 2004 - November 2009
Coastal Federal Bank 1994 - 1998
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Refinance, FHA, Loan Origination, Banking, Residential Mortgages, Sales Management
Education
University of California, Los Angeles 1977 — 1978
BA, Political Science, Economics
UC Santa Cruz 1974 — 1977
Politics
Gerald Lisnock's Financial Consultant Experience 2009 - Present
Job Antimoney laundering consultant
Industry Financial Services
Experience
Financial Consultant 2009 - Present
IPSA International 2004 - 2011
Promontory Financial Group November 2007 - July 2008
Daylight Forensic & Advisory LLC October 2006 - August 2007
Skills
AML, Bank Secrecy Act, Fraud, Enforcement, Private Investigations, Suspicious Activity..., Criminal Justice, OFAC, KYC, Risk Assessment, Investigation, Evidence, Financial Risk, Forensic Analysis, Criminal Investigations, USA PATRIOT Act, Executive Protection, Due Diligence, Background Checks, Internal Investigations, Forensic Accounting, Risk Management, Enterprise Risk..., Analysis, Corporate Governance, Surveillance, Criminal Law, Litigation Support, Protection, Corporate Security, Computer Forensics, Securities, Interrogation, Expert Witness, Financial Services, Banking, Capital Markets, Internal Audit, Operational Risk..., Operational Risk, Financial Institutions, Private Banking, Sanction, Financial Regulation, Investment Banking, Anti Money Laundering, Law Enforcement
Education
Seton Hall University
BS, Accounting major
Financial Consultant 2009 - Present
IPSA International 2004 - 2011
Promontory Financial Group November 2007 - July 2008
Daylight Forensic & Advisory LLC October 2006 - August 2007
Skills
AML, Bank Secrecy Act, Fraud, Enforcement, Private Investigations, Suspicious Activity..., Criminal Justice, OFAC, KYC, Risk Assessment, Investigation, Evidence, Financial Risk, Forensic Analysis, Criminal Investigations, USA PATRIOT Act, Executive Protection, Due Diligence, Background Checks, Internal Investigations, Forensic Accounting, Risk Management, Enterprise Risk..., Analysis, Corporate Governance, Surveillance, Criminal Law, Litigation Support, Protection, Corporate Security, Computer Forensics, Securities, Interrogation, Expert Witness, Financial Services, Banking, Capital Markets, Internal Audit, Operational Risk..., Operational Risk, Financial Institutions, Private Banking, Sanction, Financial Regulation, Investment Banking, Anti Money Laundering, Law Enforcement
Education
Seton Hall University
BS, Accounting major
Brenda Phung's Financial Consultant Experience 2009 - Present
Job Financial Consultant
Industry Banking
Experience
Financial Consultant 2009 - Present
DJ Titanium Group, Inc. August 2007 - Present
Skills
Banking, Credit, Financial Analysis, Loans, Portfolio Management, Sales, Customer Service, Microsoft Office, Commercial Banking, Marketing, Credit Analysis, Microsoft Excel, New Business Development, Advertising, Sales Management, Spanish, Social Media, Account Management, PowerPoint, Microsoft Word
Education
University of Illinois at Chicago 1992 — 1996
marketing and managment
Financial Consultant 2009 - Present
DJ Titanium Group, Inc. August 2007 - Present
Skills
Banking, Credit, Financial Analysis, Loans, Portfolio Management, Sales, Customer Service, Microsoft Office, Commercial Banking, Marketing, Credit Analysis, Microsoft Excel, New Business Development, Advertising, Sales Management, Spanish, Social Media, Account Management, PowerPoint, Microsoft Word
Education
University of Illinois at Chicago 1992 — 1996
marketing and managment
Daniel Kreuz's Financial Consultant Experience September 2007 - February 2009
Job Operations Manager at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
PNC Bank December 2009 - Present
JPMorgan Chase February 2009 - December 2009
Financial Consultant September 2007 - February 2009
CIT April 2000 - September 2007
Skills
Loans
Education
Franklin University
M.B.A
The Ohio State University
B.S.B.A.
PNC December 2013 - Present
PNC Bank December 2009 - Present
JPMorgan Chase February 2009 - December 2009
Financial Consultant September 2007 - February 2009
CIT April 2000 - September 2007
Skills
Loans
Education
Franklin University
M.B.A
The Ohio State University
B.S.B.A.
Clythie Clarken's Financial Consultant Experience 2009 - 2010
Job RSA, the Security Division of EMC
Industry Computer & Network Security
Experience
RSA, The Security Division of EMC December 2010 - Present
Financial Consultant 2009 - 2010
Greystone Servicing Corporation, Inc. 2005 - 2009
Wells Fargo f/k/a Reilly Mortgage 2004 - 2005
Capri Capital 1998 - 2004
American Property Financing 1997 - 1998
Wachovia f/k/a AMI Capital 1992 - 1997
Skills
Financial Analysis, Asset Management, Portfolio Management, Mergers & Acquisitions
Education
George Mason University 1986 — 1990
RSA, The Security Division of EMC December 2010 - Present
Financial Consultant 2009 - 2010
Greystone Servicing Corporation, Inc. 2005 - 2009
Wells Fargo f/k/a Reilly Mortgage 2004 - 2005
Capri Capital 1998 - 2004
American Property Financing 1997 - 1998
Wachovia f/k/a AMI Capital 1992 - 1997
Skills
Financial Analysis, Asset Management, Portfolio Management, Mergers & Acquisitions
Education
George Mason University 1986 — 1990
Amy Klesges's Financial Consultant Experience March 2010 - September 2010
Job Controller and Finance Director at Medtronic Spine & Biologics
Industry Medical Devices
Experience
Medtronic Spine & Biologics May 2012 - Present
Medtronic Spine & Biologics September 2011 - Present
Ferry Morse September 2010 - September 2011
Financial Consultant March 2010 - September 2010
NovaLign Orthopaedics February 2009 - March 2010
Enteroptyx June 2006 - February 2009
Smith & Nephew Orthopaedics July 1983 - April 2006
Education
University of Mississippi 1982 — 1983
MAccy, Accounting
University of Mississippi 1979 — 1982
Bachelors, Accountancy
Medtronic Spine & Biologics May 2012 - Present
Medtronic Spine & Biologics September 2011 - Present
Ferry Morse September 2010 - September 2011
Financial Consultant March 2010 - September 2010
NovaLign Orthopaedics February 2009 - March 2010
Enteroptyx June 2006 - February 2009
Smith & Nephew Orthopaedics July 1983 - April 2006
Education
University of Mississippi 1982 — 1983
MAccy, Accounting
University of Mississippi 1979 — 1982
Bachelors, Accountancy
Chuck Wheeler's Financial Consultant Experience January 2013 - Present
Job Financial Consultant with Robert Half Management Resources
Industry Medical Devices
Experience
Robert Half Management Resources January 2015 - Present
Financial Consultant January 2013 - Present
CeloNova BioSciences, Inc. March 2013 - July 2014
American Medical Systems May 2008 - December 2012
Tennant Company 2007 - 2008
Robert Half Management Resources January 2006 - December 2006
Continental Safety Equipment 2001 - 2005
DataCard 1995 - 2000
Skills
JD Edwards, Forecasting, Financial Reporting, Sarbanes-Oxley Act, SAP, Budgeting, Gross Margin Analysis, Inventory Management, Month End Close, Strategic Planning, Budgets, Cross-functional Team..., Supply Chain, ERP, Lean Manufacturing, Supply Chain Management, Cost Accounting, Operations Finance, Medical Devices, Quality Control, Finance, Business Planning, Auditing, Internal Controls, Strategy, Continuous Improvement, Change Management, Management, Manufacturing, Income Statement, P&L Management, Six Sigma, Business Process..., Process Improvement, Value Stream Mapping, Manufacturing Operations, Mergers & Acquisitions, Accounting, Managerial Finance, Financial Analysis
Education
University of St. Thomas 1980 — 1982
Accounting and Finance
St. Cloud State University 1977 — 1979
Hopkins Eisenhower
Robert Half Management Resources January 2015 - Present
Financial Consultant January 2013 - Present
CeloNova BioSciences, Inc. March 2013 - July 2014
American Medical Systems May 2008 - December 2012
Tennant Company 2007 - 2008
Robert Half Management Resources January 2006 - December 2006
Continental Safety Equipment 2001 - 2005
DataCard 1995 - 2000
Skills
JD Edwards, Forecasting, Financial Reporting, Sarbanes-Oxley Act, SAP, Budgeting, Gross Margin Analysis, Inventory Management, Month End Close, Strategic Planning, Budgets, Cross-functional Team..., Supply Chain, ERP, Lean Manufacturing, Supply Chain Management, Cost Accounting, Operations Finance, Medical Devices, Quality Control, Finance, Business Planning, Auditing, Internal Controls, Strategy, Continuous Improvement, Change Management, Management, Manufacturing, Income Statement, P&L Management, Six Sigma, Business Process..., Process Improvement, Value Stream Mapping, Manufacturing Operations, Mergers & Acquisitions, Accounting, Managerial Finance, Financial Analysis
Education
University of St. Thomas 1980 — 1982
Accounting and Finance
St. Cloud State University 1977 — 1979
Hopkins Eisenhower
Gary Bashur's Financial Consultant Experience April 2009 - Present
Job VP Operations/Finance at Carlo Pazolini (USA) LLC
Industry Retail
Experience
Financial Consultant April 2009 - Present
Carlo Pazolini (USA) LLC January 2012 - January 2014
Urban Brands, Inc 2009 - 2011
Gloria Jeans Corporation August 2008 - February 2009
American Eagle Outfitters December 1989 - July 2008
martin + Osa 2006 - 2008
american eagle outfitters 1989 - 2008
Chamberlin, Shaffer & Griffiths August 1987 - November 1989
chamberlin, shaffer & griffiths 1987 - 1989
Skills
Trend Analysis, Start-ups, Apparel, Logistics, Process Improvement, Inventory Management, Recruiting, Budgets, Accounting, Program Management, Strategic Planning, Leadership, Business Intelligence, Business Planning, Financial Analysis, Coaching, Strategy, Retail, Managerial Finance, Teamwork, Cash Management, Sales, Finance, Microsoft Excel, Time Management, Forecasting, Analysis, E-commerce, Management, Team Building, Tax, Financial Modeling, Restructuring, Financial Reporting, Supply Chain, Merchandising, Inventory Control, Strategic Financial..., Mergers, Income Statement, P&L
Education
California University of Pennsylvania
BS, Accounting
PICPA
CPA
Financial Consultant April 2009 - Present
Carlo Pazolini (USA) LLC January 2012 - January 2014
Urban Brands, Inc 2009 - 2011
Gloria Jeans Corporation August 2008 - February 2009
American Eagle Outfitters December 1989 - July 2008
martin + Osa 2006 - 2008
american eagle outfitters 1989 - 2008
Chamberlin, Shaffer & Griffiths August 1987 - November 1989
chamberlin, shaffer & griffiths 1987 - 1989
Skills
Trend Analysis, Start-ups, Apparel, Logistics, Process Improvement, Inventory Management, Recruiting, Budgets, Accounting, Program Management, Strategic Planning, Leadership, Business Intelligence, Business Planning, Financial Analysis, Coaching, Strategy, Retail, Managerial Finance, Teamwork, Cash Management, Sales, Finance, Microsoft Excel, Time Management, Forecasting, Analysis, E-commerce, Management, Team Building, Tax, Financial Modeling, Restructuring, Financial Reporting, Supply Chain, Merchandising, Inventory Control, Strategic Financial..., Mergers, Income Statement, P&L
Education
California University of Pennsylvania
BS, Accounting
PICPA
CPA
Raymon Kaduck's Financial Consultant Experience 1989 - 1993
Job Arbitrator Railway Level of Service at Canadian Transportation Agency
Industry Judiciary
Experience
Canadian Transportation Agency May 2014 - Present
Aeronavigatsia Consulting Inc. (Policyshop.com) January 2014 - Present
Ars longa, vita brevis, occasio praeceps, experimentum periculosum, iudicium difficile. January 2014 - April 2014
Canadian Transportation Agency January 2007 - January 2014
Aeronavigatsia Consulting Inc. (Policyshop.com) 1999 - 2007
Government of the Northwest Territories 1997 - 1999
Independent Consultant 1993 - 1997
Financial Consultant 1989 - 1993
Transport Canada 1982 - 1989
Steel Brothers Canada Ltd. (Construction Products Division) 1979 - 1981
Education
Carleton University 1995 — 1997
MA, International Political Economy (NPSIA)
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Change Management, Quality and Productivity
The University of Calgary 1989 — 1991
BA, Economics
University of Waterloo
BA, English
Canadian Transportation Agency May 2014 - Present
Aeronavigatsia Consulting Inc. (Policyshop.com) January 2014 - Present
Ars longa, vita brevis, occasio praeceps, experimentum periculosum, iudicium difficile. January 2014 - April 2014
Canadian Transportation Agency January 2007 - January 2014
Aeronavigatsia Consulting Inc. (Policyshop.com) 1999 - 2007
Government of the Northwest Territories 1997 - 1999
Independent Consultant 1993 - 1997
Financial Consultant 1989 - 1993
Transport Canada 1982 - 1989
Steel Brothers Canada Ltd. (Construction Products Division) 1979 - 1981
Education
Carleton University 1995 — 1997
MA, International Political Economy (NPSIA)
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA, Change Management, Quality and Productivity
The University of Calgary 1989 — 1991
BA, Economics
University of Waterloo
BA, English
Michelle Sandoval's Financial Consultant Experience July 2008 - November 2011
Job Assistant Controller
Industry Accounting
Experience
Aventine Hill Partners December 2014 - Present
Selecect Energy Services September 2011 - October 2014
Financial Consultant July 2008 - November 2011
Weaver Multimedia Group January 2007 - July 2008
Coinstar Entertainment 2006 - 2007
Leprino Foods 2001 - 2006
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Internal Controls, Accounts Receivable, Account Reconciliation, Sarbanes-Oxley Act, Financial Accounting, Cash Management, Forecasting, Payroll, Process Improvement, Microsoft Office, Access, Business Analysis, Financial Statements, Revenue Recognition, Fixed Assets, Analysis, Training, Variance Analysis, Cost Accounting
Education
University of Colorado at Denver 2002 — 2004
MBA
University of Denver - Daniels College of Business 1995 — 1997
BS, Accounting
Aventine Hill Partners December 2014 - Present
Selecect Energy Services September 2011 - October 2014
Financial Consultant July 2008 - November 2011
Weaver Multimedia Group January 2007 - July 2008
Coinstar Entertainment 2006 - 2007
Leprino Foods 2001 - 2006
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Internal Controls, Accounts Receivable, Account Reconciliation, Sarbanes-Oxley Act, Financial Accounting, Cash Management, Forecasting, Payroll, Process Improvement, Microsoft Office, Access, Business Analysis, Financial Statements, Revenue Recognition, Fixed Assets, Analysis, Training, Variance Analysis, Cost Accounting
Education
University of Colorado at Denver 2002 — 2004
MBA
University of Denver - Daniels College of Business 1995 — 1997
BS, Accounting
Margaret Durkin (Durkin) Roche's Financial Consultant Experience August 2013 - Present
Job Self Employed as Financial Consultant
Industry Broadcast Media
Experience
Financial Consultant August 2013 - Present
Tribune Company January 2011 - November 2012
Chicago Tribune Media Group January 2001 - December 2010
Chicago Tribune September 1997 - December 2000
Tribune Company January 1996 - September 1997
Chicago Cubs June 1992 - January 1996
WGN Radio June 1991 - July 1992
Tribune Company 1989 - June 1991
Navistar 1987 - 1989
Ernst & Whinney 1984 - 1987
Skills
Strategic Planning, Financial Planning, Financial Analysis, Business Intelligence, Business Process..., Business Strategy, Analytics, Strategic Financial..., Sales Process, Data Segmentation, Financial Reporting, Financial Modeling, Budgets, Business Analysis, Strategy, Strategic Partnerships, Project Planning, New Business Development, Management, Process Improvement, Advertising, Leadership, Account Management, Cross-functional Team..., Finance, Project Management, Team Leadership, Auditing, Training, Change Management, Accounting, Pricing
Education
DePaul University 1988 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accountancy
Financial Consultant August 2013 - Present
Tribune Company January 2011 - November 2012
Chicago Tribune Media Group January 2001 - December 2010
Chicago Tribune September 1997 - December 2000
Tribune Company January 1996 - September 1997
Chicago Cubs June 1992 - January 1996
WGN Radio June 1991 - July 1992
Tribune Company 1989 - June 1991
Navistar 1987 - 1989
Ernst & Whinney 1984 - 1987
Skills
Strategic Planning, Financial Planning, Financial Analysis, Business Intelligence, Business Process..., Business Strategy, Analytics, Strategic Financial..., Sales Process, Data Segmentation, Financial Reporting, Financial Modeling, Budgets, Business Analysis, Strategy, Strategic Partnerships, Project Planning, New Business Development, Management, Process Improvement, Advertising, Leadership, Account Management, Cross-functional Team..., Finance, Project Management, Team Leadership, Auditing, Training, Change Management, Accounting, Pricing
Education
DePaul University 1988 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accountancy
Sheri Furley's Financial Consultant Experience January 2001 - January 2003
Job 25+ years of Financial Reporting & Management Experience
Industry Accounting
Experience
Renewable Energy Systems February 2007 - Present
Hoovers Inc. April 2003 - January 2007
Financial Consultant January 2001 - January 2003
Education
The University of Texas at Austin 1991 — 1995
Renewable Energy Systems February 2007 - Present
Hoovers Inc. April 2003 - January 2007
Financial Consultant January 2001 - January 2003
Education
The University of Texas at Austin 1991 — 1995
Stephen Dallara's Financial Consultant Experience September 2007 - March 2010
Job Operations/Compliance Manage at Legacy Ag Credit
Industry Financial Services
Experience
Legacy Ag Credit June 2009 - Present
Financial Consultant September 2007 - March 2010
U-Haul International June 2006 - June 2007
Leasing Group, Inc January 2003 - August 2005
Skills
Forecasting
Education
California State University-Chico
Legacy Ag Credit June 2009 - Present
Financial Consultant September 2007 - March 2010
U-Haul International June 2006 - June 2007
Leasing Group, Inc January 2003 - August 2005
Skills
Forecasting
Education
California State University-Chico
Dave Runck's Financial Consultant Experience November 2012 - September 2013
Job Chief Financial Officer/VP/Controller
Industry Medical Devices
Experience
Shareable Ink September 2013 - May 2015
Financial Consultant November 2012 - September 2013
Baxter Healthcare February 2012 - November 2012
Baxa Corporation January 2000 - February 2012
Baxa Corporation May 1991 - December 1999
The Alert Centre May 1987 - May 1991
PwC May 1985 - May 1987
Skills
Microsoft Excel, Microsoft Office, Baan ERP, Financial Reporting, Forecasting, Accounting, Strategic Financial..., Financial Analysis, US GAAP, Process Improvement, Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Mergers & Acquisitions, Management, Leadership, Variance Analysis, Auditing, Risk Management, Budgets, Analysis, Cash Flow, Executive Management, Accounts Receivable, Finance, Sarbanes-Oxley Act, Private Equity, Managerial Finance, Revenue Recognition, Tax, General Ledger, Cost Accounting, Financial Planning, Start-ups
Education
Colorado State University 1981 — 1985
BS, Accounting
Shareable Ink September 2013 - May 2015
Financial Consultant November 2012 - September 2013
Baxter Healthcare February 2012 - November 2012
Baxa Corporation January 2000 - February 2012
Baxa Corporation May 1991 - December 1999
The Alert Centre May 1987 - May 1991
PwC May 1985 - May 1987
Skills
Microsoft Excel, Microsoft Office, Baan ERP, Financial Reporting, Forecasting, Accounting, Strategic Financial..., Financial Analysis, US GAAP, Process Improvement, Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Mergers & Acquisitions, Management, Leadership, Variance Analysis, Auditing, Risk Management, Budgets, Analysis, Cash Flow, Executive Management, Accounts Receivable, Finance, Sarbanes-Oxley Act, Private Equity, Managerial Finance, Revenue Recognition, Tax, General Ledger, Cost Accounting, Financial Planning, Start-ups
Education
Colorado State University 1981 — 1985
BS, Accounting
David Gaume's Financial Consultant Experience 2008 - 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Consultant 2008 - 2011
Goodwill Industries of Central Texas 1999 - 2005
Skills
Strategic Planning, Mergers & Acquisitions, Financial Analysis, Investments, Capital Markets, Mutual Funds, Budgets, Process Improvement, Contract Negotiation, Accounting, Due Diligence, Managerial Finance, Small Business, Financial Reporting, Asset Management, Management, Leadership, Marketing, Coaching, Team Building, Sales
Education
Baldwin Wallace University 1978 — 1982
BA, Accounting
Financial Consultant 2008 - 2011
Goodwill Industries of Central Texas 1999 - 2005
Skills
Strategic Planning, Mergers & Acquisitions, Financial Analysis, Investments, Capital Markets, Mutual Funds, Budgets, Process Improvement, Contract Negotiation, Accounting, Due Diligence, Managerial Finance, Small Business, Financial Reporting, Asset Management, Management, Leadership, Marketing, Coaching, Team Building, Sales
Education
Baldwin Wallace University 1978 — 1982
BA, Accounting
Larry Bertsch's Financial Consultant Experience October 1985 - April 1987
Job Owner at Larry L. Bertsch, CPA & Associates
Industry Accounting
Experience
Larry L Bertsch, CPA & Associates January 2003 - Present
U.S. Bankruptcy Court January 1991 - January 2003
Aladdin Hotel & Casino September 1989 - June 1991
Marina Hotel & Casino April 1987 - June 1989
Financial Consultant October 1985 - April 1987
Claridge Casino Hotel June 1983 - September 1985
Skills
Small Business, Management Consulting, Financial Analysis, Due Diligence, Budgets, Forensic Accounting, Court Appointed Receiver, Special Master, Strategic Planning, Business Planning, Risk Management, Customer Service, Team Building, New Business Development, Business Strategy, Mergers & Acquisitions, Finance, Bankruptcy, Strategic Financial..., Leadership, Expert Witness, Auditing, Accounting, Start-ups, Litigation Support, Fraud, Strategy, Investments, Analysis, Real Estate, Entrepreneurship, Trusts, Estate Planning, Breach Of Contract, Commercial Litigation, Estate Administration, Corporate Law, Litigation, Arbitration, Licensing, Financial Planning
Education
Miami University
Larry L Bertsch, CPA & Associates January 2003 - Present
U.S. Bankruptcy Court January 1991 - January 2003
Aladdin Hotel & Casino September 1989 - June 1991
Marina Hotel & Casino April 1987 - June 1989
Financial Consultant October 1985 - April 1987
Claridge Casino Hotel June 1983 - September 1985
Skills
Small Business, Management Consulting, Financial Analysis, Due Diligence, Budgets, Forensic Accounting, Court Appointed Receiver, Special Master, Strategic Planning, Business Planning, Risk Management, Customer Service, Team Building, New Business Development, Business Strategy, Mergers & Acquisitions, Finance, Bankruptcy, Strategic Financial..., Leadership, Expert Witness, Auditing, Accounting, Start-ups, Litigation Support, Fraud, Strategy, Investments, Analysis, Real Estate, Entrepreneurship, Trusts, Estate Planning, Breach Of Contract, Commercial Litigation, Estate Administration, Corporate Law, Litigation, Arbitration, Licensing, Financial Planning
Education
Miami University
Richard DAgostino's Financial Consultant Experience April 2007 - Present
Job Banking Consultant / Fine Arts Artist
Industry Banking
Experience
Financial Consultant April 2007 - Present
DAgostono Original Art October 2013 - December 2014
DAgostino Family LLC August 2012 - December 2012
IP Commerical Credit February 2000 - April 2007
Compu-Plan January 1972 - June 1976
Skills
Intellectual Property, Banking, Management, Start-ups, Due Diligence, Business Strategy, Strategy, Executive Management, Investments, Strategic Planning, Leadership, Funding, Portfolio Management, Joint Ventures, Marketing Strategy, Financial Modeling, Contract Negotiation, Team Building, Financial Analysis, Insurance, Finance, Asset Management, Sales, Customer Service, Sales Management, Angel Investing
Education
Brooks Institute 1965 — 1969
BPA, Art
Financial Consultant April 2007 - Present
DAgostono Original Art October 2013 - December 2014
DAgostino Family LLC August 2012 - December 2012
IP Commerical Credit February 2000 - April 2007
Compu-Plan January 1972 - June 1976
Skills
Intellectual Property, Banking, Management, Start-ups, Due Diligence, Business Strategy, Strategy, Executive Management, Investments, Strategic Planning, Leadership, Funding, Portfolio Management, Joint Ventures, Marketing Strategy, Financial Modeling, Contract Negotiation, Team Building, Financial Analysis, Insurance, Finance, Asset Management, Sales, Customer Service, Sales Management, Angel Investing
Education
Brooks Institute 1965 — 1969
BPA, Art
Sara (Schroeder) Votava's Financial Consultant Experience Management AccountantSchroeder Law Offices, PC2008 - April 2015
Job Financial Consultant
Industry Hospital & Health Care
Experience
Financial Consultant Management AccountantSchroeder Law Offices, PC2008 - April 2015
Kaiser Permanente 1995 - 1996
Indiana University 1992 - 1993
Abbott Northwestern Hospital 1990 - 1992
Abbott Northwestern Hospital 1989 - 1990
Arthur Andersen & Co. June 1983 - September 1986
Skills
Process Improvement, Business Analysis, Financial Management..., Finance, Accounting, Analysis, Management, Financial Analysis, Strategic Planning, Leadership
Education
Concordia College 1986 — 1987
B.A. Healthcare Finance & Accounting, Health/Health Care Administration/Management
Pacific Lutheran University 1983 — 1985
Pre-Medicine/Pre-Medical Studies
Financial Consultant Management AccountantSchroeder Law Offices, PC2008 - April 2015
Kaiser Permanente 1995 - 1996
Indiana University 1992 - 1993
Abbott Northwestern Hospital 1990 - 1992
Abbott Northwestern Hospital 1989 - 1990
Arthur Andersen & Co. June 1983 - September 1986
Skills
Process Improvement, Business Analysis, Financial Management..., Finance, Accounting, Analysis, Management, Financial Analysis, Strategic Planning, Leadership
Education
Concordia College 1986 — 1987
B.A. Healthcare Finance & Accounting, Health/Health Care Administration/Management
Pacific Lutheran University 1983 — 1985
Pre-Medicine/Pre-Medical Studies
Ronald Kowalski's Financial Consultant Experience 1993 - 1996
Job Treasurer at C.W. Brabender Instruments Inc.
Industry Machinery
Experience
C.W. Brabender Instruments Inc. June 2010 - Present
Merrimac Industries June 2009 - June 2010
Glatt Air Techniques June 1997 - June 2009
Haband 1996 - 1997
Financial Consultant 1993 - 1996
Skills
Financial Reporting, Budgets, Accounts Payable
Education
Fairleigh Dickinson University 1981 — 1985
BS, Accounting
C.W. Brabender Instruments Inc. June 2010 - Present
Merrimac Industries June 2009 - June 2010
Glatt Air Techniques June 1997 - June 2009
Haband 1996 - 1997
Financial Consultant 1993 - 1996
Skills
Financial Reporting, Budgets, Accounts Payable
Education
Fairleigh Dickinson University 1981 — 1985
BS, Accounting
Rod Trzcinski's Financial Consultant Experience November 2009 - June 2011
Job First Vice President at IDB Bank
Industry Banking
Experience
IDB Bank June 2011 - Present
IDB Bank June 2011 - Present
Financial Consultant November 2009 - June 2011
First Southern Bank December 2003 - October 2009
Colonial Bank April 2001 - November 2003
Union Bank June 1999 - January 2001
Colonial Bank September 1998 - June 1999
Eastern National Bank October 1988 - September 1998
Skills
Commercial Lending, Construction Loans, SBA, Team Building, Real Estate Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Risk Management, Business Development, Commercial Real Estate, Risk Assessment, Commercial Banking, International Business, Cross Functional Team..., Multi-cultural team..., Banking, Management, Mergers & Acquisitions, Cash Management, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Finance, Small Business Lending, Credit Risk, Funding, Executive Management, Loan Origination, Treasury Management, Cash Flow Lending, Consumer Lending, Financial Risk, Private Banking, Real Estate Financing, Workout, Due Diligence, Investments, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Real Estate, Retail Banking, Lines Of Credit
Education
Louisiana State University 1996 — 1999
Graduate, Banking
University of Alabama 1976 — 1980
Business, Finance
Jefferson Davis High School
High School Diploma, French National Honor Society & Mu Alpha Theta (Math Honor Society)
IDB Bank June 2011 - Present
IDB Bank June 2011 - Present
Financial Consultant November 2009 - June 2011
First Southern Bank December 2003 - October 2009
Colonial Bank April 2001 - November 2003
Union Bank June 1999 - January 2001
Colonial Bank September 1998 - June 1999
Eastern National Bank October 1988 - September 1998
Skills
Commercial Lending, Construction Loans, SBA, Team Building, Real Estate Lending, Credit Analysis, Loans, Credit, Portfolio Management, Underwriting, Risk Management, Business Development, Commercial Real Estate, Risk Assessment, Commercial Banking, International Business, Cross Functional Team..., Multi-cultural team..., Banking, Management, Mergers & Acquisitions, Cash Management, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Finance, Small Business Lending, Credit Risk, Funding, Executive Management, Loan Origination, Treasury Management, Cash Flow Lending, Consumer Lending, Financial Risk, Private Banking, Real Estate Financing, Workout, Due Diligence, Investments, Asset Management, Wealth Management, Financial Analysis, Relationship Management, Real Estate, Retail Banking, Lines Of Credit
Education
Louisiana State University 1996 — 1999
Graduate, Banking
University of Alabama 1976 — 1980
Business, Finance
Jefferson Davis High School
High School Diploma, French National Honor Society & Mu Alpha Theta (Math Honor Society)
lenny moore's Financial Consultant Experience April 2008 - January 2009
Job controller at Montgomery County
Industry Government Administration
Experience
Montgomery County January 2009 - Present
Financial Consultant April 2008 - January 2009
San Diego Housing Commission April 2007 - January 2008
Cook County FPD May 2004 - February 2007
City of Clarksville December 2000 - April 2004
Skills
Accounting, Financial Management, MIS, PeopleSoft, Budgets, Financial Analysis, Consolidation, Financial Reporting, Capital Budgeting, Risk Management, Management, Strategic Financial..., Managerial Finance, Financial Accounting, Internal Audit, Tax, GAAP, Business Process..., Auditing, CPA, Microsoft Office, Internal Controls, General Ledger, Government, Cost Accounting, Finance, Fixed Assets, QuickBooks, Payroll, Financial Statements, Process Improvement, Cash Management, Account Reconciliation, Accounts Receivable, Tax Returns, Business Process, Accounts Payable, Policy, Theology
Education
University of Illinois 1989 — 1991
MBA, Accounting and MIS
Oakwood College 1984 — 1987
BA, Theology/ Business Admin
Montgomery County January 2009 - Present
Financial Consultant April 2008 - January 2009
San Diego Housing Commission April 2007 - January 2008
Cook County FPD May 2004 - February 2007
City of Clarksville December 2000 - April 2004
Skills
Accounting, Financial Management, MIS, PeopleSoft, Budgets, Financial Analysis, Consolidation, Financial Reporting, Capital Budgeting, Risk Management, Management, Strategic Financial..., Managerial Finance, Financial Accounting, Internal Audit, Tax, GAAP, Business Process..., Auditing, CPA, Microsoft Office, Internal Controls, General Ledger, Government, Cost Accounting, Finance, Fixed Assets, QuickBooks, Payroll, Financial Statements, Process Improvement, Cash Management, Account Reconciliation, Accounts Receivable, Tax Returns, Business Process, Accounts Payable, Policy, Theology
Education
University of Illinois 1989 — 1991
MBA, Accounting and MIS
Oakwood College 1984 — 1987
BA, Theology/ Business Admin
Brian Southerland's Financial Consultant Experience 1993 - 2007
Job Managing Director, Investments
Industry Financial Services
Experience
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Joy Rockwell, MBA's Financial Consultant Experience August 2010 - December 2010
Job Manager, USCS Controllership CoBrand COE at American Express
Industry Financial Services
Experience
American Express October 2013 - Present
American Express March 2012 - October 2013
American Express December 2010 - May 2012
Financial Consultant August 2010 - December 2010
Boys & Girls Clubs of Metropolitan Phoenix October 2010 - November 2010
Phoenician Resort November 2009 - April 2010
Starwood Hotels & Resorts Worldwide, Inc. July 2008 - September 2009
The Phoenician Resort October 2007 - July 2008
Starwood Hotels & Resorts Worldwide, Inc. August 2005 - October 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2000 - August 2005
Skills
Internal Controls, Forecasting, Auditing, Accounting, Financial Analysis, Budgets, Variance Analysis, Hospitality, Financial Modeling, Construction Accounting, General Ledger, Accounts Payable, Payroll, Income Tax, Account Reconciliation, Managing Partner..., Vendor Contracts, Safety Compliance, Property Management..., SAP FICO, Microsoft Applications, QuickBooks, Peachtree, Cash Flow Forecasting, CA Clarity, Open Pages, QC Tools, Management, SAP, Sarbanes-Oxley, Oracle E-Business Suite
Education
University of Phoenix 2007 — 2009
MBA
University of Phoenix 2004 — 2007
BSB/Mgmt, Management
American Express October 2013 - Present
American Express March 2012 - October 2013
American Express December 2010 - May 2012
Financial Consultant August 2010 - December 2010
Boys & Girls Clubs of Metropolitan Phoenix October 2010 - November 2010
Phoenician Resort November 2009 - April 2010
Starwood Hotels & Resorts Worldwide, Inc. July 2008 - September 2009
The Phoenician Resort October 2007 - July 2008
Starwood Hotels & Resorts Worldwide, Inc. August 2005 - October 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2000 - August 2005
Skills
Internal Controls, Forecasting, Auditing, Accounting, Financial Analysis, Budgets, Variance Analysis, Hospitality, Financial Modeling, Construction Accounting, General Ledger, Accounts Payable, Payroll, Income Tax, Account Reconciliation, Managing Partner..., Vendor Contracts, Safety Compliance, Property Management..., SAP FICO, Microsoft Applications, QuickBooks, Peachtree, Cash Flow Forecasting, CA Clarity, Open Pages, QC Tools, Management, SAP, Sarbanes-Oxley, Oracle E-Business Suite
Education
University of Phoenix 2007 — 2009
MBA
University of Phoenix 2004 — 2007
BSB/Mgmt, Management
Jay Zager's Financial Consultant Experience August 2013 - Present
Job Financial Consultant
Industry Computer Networking
Experience
Financial Consultant August 2013 - Present
Axcelis Technologies January 2011 - August 2013
3Com June 2007 - April 2010
Gerber Scientific Inc. February 2005 - June 2007
Helix Technology 2002 - 2005
Inrange Technologies 2000 - 2001
Digital/Compaq 1985 - 1999
Digital Equipment Corporation 1985 - 1998
Xerox 1972 - 1985
Skills
Investor Relations, Mergers, Forecasting, P&L Management, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Start-ups, Revenue Recognition, Acquisition Integration, Managerial Finance, Venture Capital, Management Consulting, Internal Controls, Program Management, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1971 — 1972
SM, Finance & Strategy
Massachusetts Institute of Technology 1966 — 1970
BS, Operations Research
Stuyvesant High School 1963 — 1966
Financial Consultant August 2013 - Present
Axcelis Technologies January 2011 - August 2013
3Com June 2007 - April 2010
Gerber Scientific Inc. February 2005 - June 2007
Helix Technology 2002 - 2005
Inrange Technologies 2000 - 2001
Digital/Compaq 1985 - 1999
Digital Equipment Corporation 1985 - 1998
Xerox 1972 - 1985
Skills
Investor Relations, Mergers, Forecasting, P&L Management, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Start-ups, Revenue Recognition, Acquisition Integration, Managerial Finance, Venture Capital, Management Consulting, Internal Controls, Program Management, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1971 — 1972
SM, Finance & Strategy
Massachusetts Institute of Technology 1966 — 1970
BS, Operations Research
Stuyvesant High School 1963 — 1966
Vickie Wolf-Kelly's Financial Consultant Experience June 2013 - Present
Job Independent Financial Consultant
Industry Accounting
Experience
Financial Consultant June 2013 - Present
Synergy Exteriors April 2012 - June 2013
Canopy Construction December 2010 - April 2012
Multiple Fine Dining/Restaurant/Bar Industry May 1990 - September 2009
Skills
Microsoft Office, Microsoft Word, Contract Negotiation, Strategic Planning, Budgets, Customer Service, Accounting, PowerPoint, Accounts Payable, Financial Reporting, Microsoft Excel, Team Building, Quick Books Pro, Payroll Taxes, Payroll Services, Payroll Analysis, Multi-state Payroll..., Certified Payroll, Construction Accounting, Construction Law, Tax Accounting, Management Accounting, Accounts Receivable, Sales & Use Tax, Multi-State Sales Tax, Sales & Use Tax..., Statutory Accounting, Project Accounting, Construction Safety, Construction Management, Management, Recruiting, Project Planning, QuickBooks, Sales Management
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Elementary Education and Teaching
James Martin High School 1986 — 1989
High School Diploma
Financial Consultant June 2013 - Present
Synergy Exteriors April 2012 - June 2013
Canopy Construction December 2010 - April 2012
Multiple Fine Dining/Restaurant/Bar Industry May 1990 - September 2009
Skills
Microsoft Office, Microsoft Word, Contract Negotiation, Strategic Planning, Budgets, Customer Service, Accounting, PowerPoint, Accounts Payable, Financial Reporting, Microsoft Excel, Team Building, Quick Books Pro, Payroll Taxes, Payroll Services, Payroll Analysis, Multi-state Payroll..., Certified Payroll, Construction Accounting, Construction Law, Tax Accounting, Management Accounting, Accounts Receivable, Sales & Use Tax, Multi-State Sales Tax, Sales & Use Tax..., Statutory Accounting, Project Accounting, Construction Safety, Construction Management, Management, Recruiting, Project Planning, QuickBooks, Sales Management
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Elementary Education and Teaching
James Martin High School 1986 — 1989
High School Diploma
Terry Marx's Financial Consultant Experience January 2010 - March 2011
Job Chief Financial Officer at Transportation Demand Management Inc.
Industry Transportation/Trucking/Railroad
Experience
Transportation Demand Management Inc. March 2011 - Present
Financial Consultant January 2010 - March 2011
Holland America Line 1999 - 2009
Worldwide Shore Services(division of Holland America Line) January 1996 - January 1999
Gray Line of Seattle(division of Holland America Line) January 1994 - January 1996
Westours Motorcoaches(division of Holland America Line) January 1986 - January 1994
Skills
General Ledger, Financial Analysis, Accounts Receivable, Financial Accounting, QuickBooks, Oracle Applications
Education
Central Washington University 1984 — 1985
BACHELOR OF SCIENCE, ACCOUNTING
Transportation Demand Management Inc. March 2011 - Present
Financial Consultant January 2010 - March 2011
Holland America Line 1999 - 2009
Worldwide Shore Services(division of Holland America Line) January 1996 - January 1999
Gray Line of Seattle(division of Holland America Line) January 1994 - January 1996
Westours Motorcoaches(division of Holland America Line) January 1986 - January 1994
Skills
General Ledger, Financial Analysis, Accounts Receivable, Financial Accounting, QuickBooks, Oracle Applications
Education
Central Washington University 1984 — 1985
BACHELOR OF SCIENCE, ACCOUNTING
Bruce Callam's Financial Consultant Experience May 2013 - May 2014
Job Controller/CFO at Rapid Industries, Inc.
Industry Accounting
Experience
Rapid Industries, Inc. June 2014 - Present
Financial Consultant May 2013 - May 2014
Synergy Rehabilitation, Inc. December 2008 - April 2013
National Distributors April 2002 - November 2008
Bullock Oil October 2000 - April 2002
Fastline Publications August 1992 - October 2000
Skills
Financial Reporting, Accounting, Forecasting, GAAP, Budgets, Cost Accounting, General Ledger, Financial Analysis, Financial Accounting, Cash Management, Payroll, Financial Statements, Internal Controls, Accounts Payable, Tax
Education
Indiana University
BS, Accounting
Rapid Industries, Inc. June 2014 - Present
Financial Consultant May 2013 - May 2014
Synergy Rehabilitation, Inc. December 2008 - April 2013
National Distributors April 2002 - November 2008
Bullock Oil October 2000 - April 2002
Fastline Publications August 1992 - October 2000
Skills
Financial Reporting, Accounting, Forecasting, GAAP, Budgets, Cost Accounting, General Ledger, Financial Analysis, Financial Accounting, Cash Management, Payroll, Financial Statements, Internal Controls, Accounts Payable, Tax
Education
Indiana University
BS, Accounting
Greg Volk's Financial Consultant Experience January 2010 - March 2011
Job Vice President, Senior Special Asset Officer at United Central Bank
Industry Banking
Experience
United Central Bank March 2011 - December 2012
Financial Consultant January 2010 - March 2011
Benchmark Bank September 2005 - December 2009
Rotary Club St Charles 2008 - 2009
American Bank & Trust Company March 2004 - September 2005
Old Second National Bank April 2000 - March 2004
Harris Bank August 1994 - August 1999
Skills
Loans, Banking, Commercial Banking, Finance, Credit, Credit Analysis, Commercial Lending, Portfolio Management, New Business Development, Mortgage Lending, Credit Risk, Underwriting, Loan Origination, Small Business Lending, Commercial Mortgages
Education
DePaul University
MBA, Finance
United Central Bank March 2011 - December 2012
Financial Consultant January 2010 - March 2011
Benchmark Bank September 2005 - December 2009
Rotary Club St Charles 2008 - 2009
American Bank & Trust Company March 2004 - September 2005
Old Second National Bank April 2000 - March 2004
Harris Bank August 1994 - August 1999
Skills
Loans, Banking, Commercial Banking, Finance, Credit, Credit Analysis, Commercial Lending, Portfolio Management, New Business Development, Mortgage Lending, Credit Risk, Underwriting, Loan Origination, Small Business Lending, Commercial Mortgages
Education
DePaul University
MBA, Finance
Annette Matovelle CPA's Financial Consultant Experience July 2006 - January 2008
Job Controller at ORTHOSENSOR
Industry Accounting
Experience
ORTHOSENSOR June 2012 - Present
Renal Carepartners March 2010 - June 2012
Spherion Corporation February 2008 - March 2010
Financial Consultant July 2006 - January 2008
Swerdlow Real Estate Group July 1999 - January 2004
Swerdlow Real Estate Group January 1997 - June 1999
Skills
General Ledger, Accounting, Sarbanes-Oxley Act, CPA, Variance Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, GAAP, Internal Controls
Education
Florida International University - College of Business
Master of Accounting
Florida International University - College of Business
Bachelor of Accounting
ORTHOSENSOR June 2012 - Present
Renal Carepartners March 2010 - June 2012
Spherion Corporation February 2008 - March 2010
Financial Consultant July 2006 - January 2008
Swerdlow Real Estate Group July 1999 - January 2004
Swerdlow Real Estate Group January 1997 - June 1999
Skills
General Ledger, Accounting, Sarbanes-Oxley Act, CPA, Variance Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, GAAP, Internal Controls
Education
Florida International University - College of Business
Master of Accounting
Florida International University - College of Business
Bachelor of Accounting
Brett Schnell's Financial Consultant Experience May 2011 - October 2012
Job Controller and Corporate Secretary at SpendSmart Networks, Inc.
Industry Financial Services
Experience
SpendSmart Networks, Inc. October 2012 - Present
Financial Consultant May 2011 - October 2012
Fairview Health Services March 2009 - April 2011
Ameriprise Financial September 2006 - March 2009
American Express Financial Advisors April 2001 - September 2006
American Express Financial Advisorsgreater February 2000 - April 2001
American Express Financial Advisors September 1998 - February 2000
American Express Financial Advisors March 1996 - September 1998
Norwest Card Services (cka Wells Fargo Financial) October 1995 - March 1996
IDS Financial Services (cka Ameriprise Financial) December 1993 - October 1995
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Budgets, Process Improvement, Cash Management, Risk Management, Financial Reporting, Corporate Finance, Banking, Relationship Management, Disaster Recovery, Hospitals, Key Performance..., Leadership, Contract Negotiation, Quality Management, Strategic Planning, Visio, Working Capital..., Financial Accounting, Tax, Balance Sheet, P&L Analysis, SEC, Sarbanes-Oxley Act
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Finance
Iowa State University 1986 — 1990
BBA, Accounting
SpendSmart Networks, Inc. October 2012 - Present
Financial Consultant May 2011 - October 2012
Fairview Health Services March 2009 - April 2011
Ameriprise Financial September 2006 - March 2009
American Express Financial Advisors April 2001 - September 2006
American Express Financial Advisorsgreater February 2000 - April 2001
American Express Financial Advisors September 1998 - February 2000
American Express Financial Advisors March 1996 - September 1998
Norwest Card Services (cka Wells Fargo Financial) October 1995 - March 1996
IDS Financial Services (cka Ameriprise Financial) December 1993 - October 1995
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Budgets, Process Improvement, Cash Management, Risk Management, Financial Reporting, Corporate Finance, Banking, Relationship Management, Disaster Recovery, Hospitals, Key Performance..., Leadership, Contract Negotiation, Quality Management, Strategic Planning, Visio, Working Capital..., Financial Accounting, Tax, Balance Sheet, P&L Analysis, SEC, Sarbanes-Oxley Act
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Finance
Iowa State University 1986 — 1990
BBA, Accounting
Craig Gephart, CMFS's Financial Consultant Experience April 2009 - October 2009
Job AVP, Portfolio Manager at Huntington Wealth Advisors
Industry Financial Services
Experience
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Gary Brandt's Financial Consultant Experience 1998 - 2012
Job Financial Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals May 2001 - Present
ITW 2013 - 2014
Resources Global Professionals February 2013 - July 2013
Robert Half International February 2012 - September 2012
FMHC Corporation September 2011 - January 2012
Financial Consultant 1998 - 2012
BP, UOP, Electro Motive Diesel, Minuteman International February 2003 - July 2011
Skills
Accounting, Account Reconciliation, Access, SAP, Finance, Variance Analysis, Analysis, Invoicing, Microsoft Excel, Fixed Assets, General Ledger, Management, Sarbanes-Oxley Act
Education
Loyola University 1991 — 1994
M.B.A; Masters of Business Administration, Finance
University of Illinois 1985 — 1988
B.S; Bachelor of Science, Finance
Resources Global Professionals May 2001 - Present
ITW 2013 - 2014
Resources Global Professionals February 2013 - July 2013
Robert Half International February 2012 - September 2012
FMHC Corporation September 2011 - January 2012
Financial Consultant 1998 - 2012
BP, UOP, Electro Motive Diesel, Minuteman International February 2003 - July 2011
Skills
Accounting, Account Reconciliation, Access, SAP, Finance, Variance Analysis, Analysis, Invoicing, Microsoft Excel, Fixed Assets, General Ledger, Management, Sarbanes-Oxley Act
Education
Loyola University 1991 — 1994
M.B.A; Masters of Business Administration, Finance
University of Illinois 1985 — 1988
B.S; Bachelor of Science, Finance
Ilia Sivak, MBA, ACCA, CPA, CGA,'s Financial Consultant Experience 2008 - 2010
Job
Industry Banking
Experience
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
anita greider's Financial Consultant Experience May 2007 - December 2007
Job Director of Finance at SRT Investments, dba G&S Metal Consultants
Industry Wholesale
Experience
SRT Investments, LLC dba G&S Metals April 2012 - Present
WindSwept Farms Alpacas 2003 - 2013
Dutchmen Manufacturing January 2008 - March 2012
Financial Consultant May 2007 - December 2007
Invisible Technologies, Inc June 2005 - April 2007
Financial Consultant January 2005 - June 2005
Valeo Sylvania, LLC July 1999 - January 2005
Impact Forge, Inc., Omni Forge, Inc., Net Forge, Inc., I.P. Forge, Inc. October 1988 - July 1999
Shahin & Company, C.P.A.'s June 1988 - August 1988
Reeder & Kline Machine Company, Inc June 1984 - June 1988
Education
Indiana University Bloomington 1977 — 1981
bs, accounting
Bedford North Lawrence
SRT Investments, LLC dba G&S Metals April 2012 - Present
WindSwept Farms Alpacas 2003 - 2013
Dutchmen Manufacturing January 2008 - March 2012
Financial Consultant May 2007 - December 2007
Invisible Technologies, Inc June 2005 - April 2007
Financial Consultant January 2005 - June 2005
Valeo Sylvania, LLC July 1999 - January 2005
Impact Forge, Inc., Omni Forge, Inc., Net Forge, Inc., I.P. Forge, Inc. October 1988 - July 1999
Shahin & Company, C.P.A.'s June 1988 - August 1988
Reeder & Kline Machine Company, Inc June 1984 - June 1988
Education
Indiana University Bloomington 1977 — 1981
bs, accounting
Bedford North Lawrence
Yquan Dao's Financial Consultant Experience August 2008 - March 2014
Job Financial Reporting / Accountant
Industry Accounting
Experience
Enablence Technologies April 2014 - May 2015
Financial Consultant August 2008 - March 2014
Star Microwave September 2003 - October 2007
Photon Dynamics Corp. August 1998 - October 2002
Komatsu Silicon USA, Inc. April 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Budgets, Forecasting, Variance Analysis, Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Payroll, General Ledger, Finance, Financial Statements, Cash Flow, Auditing, Sarbanes-Oxley Act, ERP Implementations, Project Implementation, Cross-functional Team..., Analytics, People Skills, Teamwork
Education
California State University-East Bay
Bachelor of Science, Accounting
Enablence Technologies April 2014 - May 2015
Financial Consultant August 2008 - March 2014
Star Microwave September 2003 - October 2007
Photon Dynamics Corp. August 1998 - October 2002
Komatsu Silicon USA, Inc. April 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Budgets, Forecasting, Variance Analysis, Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Payroll, General Ledger, Finance, Financial Statements, Cash Flow, Auditing, Sarbanes-Oxley Act, ERP Implementations, Project Implementation, Cross-functional Team..., Analytics, People Skills, Teamwork
Education
California State University-East Bay
Bachelor of Science, Accounting
Tim Loftus's Financial Consultant Experience September 2001 - April 2005
Job Group Controller at Interbrand
Industry Marketing and Advertising
Experience
Interbrand November 2012 - Present
Sony Music Publishing October 2005 - November 2012
Viacom May 2005 - October 2005
Financial Consultant September 2001 - April 2005
Initiative September 1993 - August 2001
Price Waterhouse June 1990 - September 1993
Skills
Budgeting, Consolidation, Joint Ventures, Corporate Finance, Hyperion, Cash Flow, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Planning, Mergers, Systems Conversion, Forecasting, Internal Controls, SOX, Process Improvement, Excel, Tax, Risk Management, Audit, Contract Negotiation, Change Management, Cash Management, Budgets, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Accounting, Management, Finance, Mergers & Acquisitions, Auditing
Education
Fordham University
B.S., Accounting
Regis
Interbrand November 2012 - Present
Sony Music Publishing October 2005 - November 2012
Viacom May 2005 - October 2005
Financial Consultant September 2001 - April 2005
Initiative September 1993 - August 2001
Price Waterhouse June 1990 - September 1993
Skills
Budgeting, Consolidation, Joint Ventures, Corporate Finance, Hyperion, Cash Flow, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Planning, Mergers, Systems Conversion, Forecasting, Internal Controls, SOX, Process Improvement, Excel, Tax, Risk Management, Audit, Contract Negotiation, Change Management, Cash Management, Budgets, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Accounting, Management, Finance, Mergers & Acquisitions, Auditing
Education
Fordham University
B.S., Accounting
Regis
bill kosmaczewski's Financial Consultant Experience May 2012 - Present
Job Senior Finance & Operations Executive
Industry Food Production
Experience
Financial Consultant May 2012 - Present
Bimbo Bakeries USA May 1995 - April 2012
Lehigh press 1975 - 1995
Skills
Employee Benefits, Collective Bargaining, Purchasing, Forecasting, Deferred Compensation, Marketing, Benefits Administration, Organizational..., FMLA, Market Analysis, Financial Management,..., Risk Management, Vendor Management, HRIS, Change Management, Human Resources, Financial Analysis, Insurance, Mergers & Acquisitions
Education
Temple University - Fox School of Business and Management
Financial Consultant May 2012 - Present
Bimbo Bakeries USA May 1995 - April 2012
Lehigh press 1975 - 1995
Skills
Employee Benefits, Collective Bargaining, Purchasing, Forecasting, Deferred Compensation, Marketing, Benefits Administration, Organizational..., FMLA, Market Analysis, Financial Management,..., Risk Management, Vendor Management, HRIS, Change Management, Human Resources, Financial Analysis, Insurance, Mergers & Acquisitions
Education
Temple University - Fox School of Business and Management
Russell Hohlt's Financial Consultant Experience June 2013 - 2015
Job CPA Accounting/Finance Professional
Industry Financial Services
Experience
Financial Consultant June 2013 - 2015
Innovate Loan Servicing September 2011 - March 2013
AmeriCredit Financial Services (acquired by General Motors Finance August, 2010) 2002 - 2010
Associates First Capital Corp. (Acquired by Citi 2001) 1996 - 2001
Skills
Risk Management, Internal Controls, Analysis, Strategic Planning, Financial Analysis, CPA, Finance, Financial Modeling, Financial Reporting, Management, Financial Services
Education
Texas A&M University 1986 — 1989
BBA, Accounting
Financial Consultant June 2013 - 2015
Innovate Loan Servicing September 2011 - March 2013
AmeriCredit Financial Services (acquired by General Motors Finance August, 2010) 2002 - 2010
Associates First Capital Corp. (Acquired by Citi 2001) 1996 - 2001
Skills
Risk Management, Internal Controls, Analysis, Strategic Planning, Financial Analysis, CPA, Finance, Financial Modeling, Financial Reporting, Management, Financial Services
Education
Texas A&M University 1986 — 1989
BBA, Accounting
Peter N. Savarino's Financial Consultant Experience June 2013 - May 2015
Job FP&A and Risk Professional
Industry Financial Services
Experience
First Guaranty Mortgage Corporation® June 2015 - Present
Financial Consultant June 2013 - May 2015
Fannie Mae 2006 - 2013
Fannie Mae January 1993 - December 2005
Adams National Bank/Abigail Adams National Bancorp 1988 - 1990
Dominion Federal Savings and Loan 1988 - 1988
Towers Watson (Formerly Watson Wyatt Worldwide; The Wyatt Company) 1985 - 1988
Price Waterhouse 1983 - 1985
Skills
Financial Analysis, Risk Management, Credit, Internal Controls, Internal Audit, Forecasting, Corporate Finance, Accounting, Credit Risk, Financial Reporting, Banking, Auditing, Financial Planning, Finance, Cross-functional Team..., Compliance, Reporting & Analysis, Planning Budgeting &...
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Mendoza School of Business, Finance & Marketing, With Honors
University of Tennessee-Knoxville
Bachelor of Science (BS), Accounting, Magna Cum Laude
First Guaranty Mortgage Corporation® June 2015 - Present
Financial Consultant June 2013 - May 2015
Fannie Mae 2006 - 2013
Fannie Mae January 1993 - December 2005
Adams National Bank/Abigail Adams National Bancorp 1988 - 1990
Dominion Federal Savings and Loan 1988 - 1988
Towers Watson (Formerly Watson Wyatt Worldwide; The Wyatt Company) 1985 - 1988
Price Waterhouse 1983 - 1985
Skills
Financial Analysis, Risk Management, Credit, Internal Controls, Internal Audit, Forecasting, Corporate Finance, Accounting, Credit Risk, Financial Reporting, Banking, Auditing, Financial Planning, Finance, Cross-functional Team..., Compliance, Reporting & Analysis, Planning Budgeting &...
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Mendoza School of Business, Finance & Marketing, With Honors
University of Tennessee-Knoxville
Bachelor of Science (BS), Accounting, Magna Cum Laude
Susan (Fields) Milner's Financial Consultant Experience June 1989 - June 1995
Job
Industry Construction
Experience
Woda Construction, Inc. October 2009 - Present
Independent Consultant March 2001 - November 2009
Nelson Homes, Inc. March 1998 - February 2001
Refrigeration Systems, Inc. April 1997 - March 1998
M. P. Dory Company June 1995 - July 1997
Financial Consultant June 1989 - June 1995
The Institute for Rehabilitation and Research May 1984 - January 1989
Ernst & Whinney December 1980 - September 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, Budgets, Strategic Planning, Single Family Homes, Scattered Lot..., Highway Construction, Land Development, Production Build..., Custom New & Rehab..., Multi Family New &..., Timberline Software, Viewpoint Software, Quickbooks Software, Commercial Construction, Lump Sum and Cost Plus..., Litigation Documentation, Forensic Accounting..., Completed Contracts and...
Education
The Ohio State University 1978 — 1981
BSBA, Accounting
Woda Construction, Inc. October 2009 - Present
Independent Consultant March 2001 - November 2009
Nelson Homes, Inc. March 1998 - February 2001
Refrigeration Systems, Inc. April 1997 - March 1998
M. P. Dory Company June 1995 - July 1997
Financial Consultant June 1989 - June 1995
The Institute for Rehabilitation and Research May 1984 - January 1989
Ernst & Whinney December 1980 - September 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, Budgets, Strategic Planning, Single Family Homes, Scattered Lot..., Highway Construction, Land Development, Production Build..., Custom New & Rehab..., Multi Family New &..., Timberline Software, Viewpoint Software, Quickbooks Software, Commercial Construction, Lump Sum and Cost Plus..., Litigation Documentation, Forensic Accounting..., Completed Contracts and...
Education
The Ohio State University 1978 — 1981
BSBA, Accounting
Warren Webster's Financial Consultant Experience 2007 - Present
Job Financial Consultant
Industry Accounting
Experience
Financial Consultant 2007 - Present
Pillar Data Systems 2003 - 2007
Scalant Systems, Inc. 1998 - 2003
INSYDE, Inc. 1994 - 1998
National Information Systems, Inc. 1984 - 1994
Skills
Strategic Financial..., Profit & Loss Analysis, Financial Reporting, Operating Budgets, Variance Analysis, Process Improvement, Financial Controls, Risk Analysis, Tax Accounting, Tax Preparation, Corporate Tax, Strategic Financial..., Corporate Finance, International Finance, Financial Analysis, Financial Modeling, Managerial Finance, Financial Accounting
Education
Thunderbird School of Global Management 1981 — 1982
Masters of International Management, International Finance, 3.77
Santa Clara University 1971 — 1976
Bachelor of Science (BSc), Accounting
Financial Consultant 2007 - Present
Pillar Data Systems 2003 - 2007
Scalant Systems, Inc. 1998 - 2003
INSYDE, Inc. 1994 - 1998
National Information Systems, Inc. 1984 - 1994
Skills
Strategic Financial..., Profit & Loss Analysis, Financial Reporting, Operating Budgets, Variance Analysis, Process Improvement, Financial Controls, Risk Analysis, Tax Accounting, Tax Preparation, Corporate Tax, Strategic Financial..., Corporate Finance, International Finance, Financial Analysis, Financial Modeling, Managerial Finance, Financial Accounting
Education
Thunderbird School of Global Management 1981 — 1982
Masters of International Management, International Finance, 3.77
Santa Clara University 1971 — 1976
Bachelor of Science (BSc), Accounting
Brendan Devine's Financial Consultant Experience March 2014 - Present
Job Accounting/Treasury Analyst at FTS International
Industry Oil & Energy
Experience
FTS International January 2015 - Present
Financial Consultant March 2014 - Present
Skills
Finance, Mathematics, Global Finance, Macroeconomics, Data Analysis, Foreign Languages, Valuation, Econometrics, Financial Analysis, Spanish, Public Speaking, Databases, Economics, Microsoft Excel, Social Media, Policy, Leadership, Research, PowerPoint, Editing, Team Building, Financial Modeling, Management, Strategic Planning, Teaching, Microsoft Office
Education
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics and History
University of Oxford, St. Edmund Hall 2011 — 2011
Study Abroad, History and Economics
Syracuse University 2008 — 2009
B.A., Political Science and History
FTS International January 2015 - Present
Financial Consultant March 2014 - Present
Skills
Finance, Mathematics, Global Finance, Macroeconomics, Data Analysis, Foreign Languages, Valuation, Econometrics, Financial Analysis, Spanish, Public Speaking, Databases, Economics, Microsoft Excel, Social Media, Policy, Leadership, Research, PowerPoint, Editing, Team Building, Financial Modeling, Management, Strategic Planning, Teaching, Microsoft Office
Education
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics and History
University of Oxford, St. Edmund Hall 2011 — 2011
Study Abroad, History and Economics
Syracuse University 2008 — 2009
B.A., Political Science and History
Bruce Lyau's Financial Consultant Experience 2013 - Present
Job Experienced Financial Executive
Industry Nonprofit Organization Management
Experience
Financial Consultant 2013 - Present
Alzheimer's Association 2004 - 2013
Skills
Fundraising, Grants, Financial Analysis, Managerial Finance, Nonprofits
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management, General
UC Berkeley
Bachelor's degree, Finance, General
Financial Consultant 2013 - Present
Alzheimer's Association 2004 - 2013
Skills
Fundraising, Grants, Financial Analysis, Managerial Finance, Nonprofits
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management, General
UC Berkeley
Bachelor's degree, Finance, General
Joseph Twine's Financial Consultant Experience January 1994 - Present
Job
Industry Financial Services
Experience
Financial Consultant January 1994 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Maryland College Park 1979 — 1985
Incomplete, Business/Managerial Economics
Financial Consultant January 1994 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Maryland College Park 1979 — 1985
Incomplete, Business/Managerial Economics
Registered Nurse
RN
Web Developer
Customer Service Representative
Physician Assistant
Customer Service Associates
Elementary School Teacher
Construction Management