Financial Consulting
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 Consulting Employees
Employee
Years
Job
Industry
Tara Bracero Tara Bracero's Financial Consulting Experience March 2012 - October 2013
Job Senior Business Analyst, Strategic Finance
Industry Market Research
Experience
Greenwich Associates October 2013 - Present
Financial Consulting March 2012 - October 2013
Triple Point Technology 2011 - 2012
Ridgefield Capital Asset Management 2007 - 2011
Barnum Financial Group, an Office of MetLife 2006 - 2007
UBS Wealth Management 2005 - 2005
Skills
Microsoft Dynamics AX, ERP Software, Corporate Financial..., Enterprise Data Modeling, Financial Modeling, Financial Planning, Commodity, Microsoft Excel, Financial Analysis, Bloomberg, Fundamental Analysis, Trading, Business Analysis, Financial Services, Technical Support, International Relations, Financial Markets, Hedge Funds, Visual Basic, Reuters, Risk Management, Series 7, Business Objects
Education
Fairfield University 2003 — 2006
Bachelors of Arts, International Studies & Spanish Majors; Minors - Economics, East Asian Studies
University Of Seville, Seville Spain 2005 — 2005
Spanish Language and Literature
Greenwich Associates October 2013 - Present
Financial Consulting March 2012 - October 2013
Triple Point Technology 2011 - 2012
Ridgefield Capital Asset Management 2007 - 2011
Barnum Financial Group, an Office of MetLife 2006 - 2007
UBS Wealth Management 2005 - 2005
Skills
Microsoft Dynamics AX, ERP Software, Corporate Financial..., Enterprise Data Modeling, Financial Modeling, Financial Planning, Commodity, Microsoft Excel, Financial Analysis, Bloomberg, Fundamental Analysis, Trading, Business Analysis, Financial Services, Technical Support, International Relations, Financial Markets, Hedge Funds, Visual Basic, Reuters, Risk Management, Series 7, Business Objects
Education
Fairfield University 2003 — 2006
Bachelors of Arts, International Studies & Spanish Majors; Minors - Economics, East Asian Studies
University Of Seville, Seville Spain 2005 — 2005
Spanish Language and Literature
Taylor White, CMA, CPA Taylor White, CMA, CPA's Financial Consulting Experience April 2014 - July 2014
Job Business Systems Architect
Industry Financial Services
Experience
Businessolver July 2014 - Present
Financial Consulting April 2014 - July 2014
Athene Annuity & Life Assurance Company October 2011 - March 2014
Athene Annuity & Life Assurance Company April 2009 - October 2011
Athene Annuity & Life Assurance Company May 2007 - April 2009
McGladrey & Pullen April 2006 - April 2007
McGladrey & Pullen December 2003 - April 2006
Skills
Essbase, Hyperion Planning, Strategic Financial..., Financial Reporting, Financial Modeling, Finance, Financial Accounting, Process Improvement, Smartview, Financial Analysis, Hyperion Financial..., Financial Audits, Microsoft Office 2007, Chart of Accounts, Process Engineering
Education
University of Iowa 1998 — 2003
BBA Accounting, BS Excercise Science
Businessolver July 2014 - Present
Financial Consulting April 2014 - July 2014
Athene Annuity & Life Assurance Company October 2011 - March 2014
Athene Annuity & Life Assurance Company April 2009 - October 2011
Athene Annuity & Life Assurance Company May 2007 - April 2009
McGladrey & Pullen April 2006 - April 2007
McGladrey & Pullen December 2003 - April 2006
Skills
Essbase, Hyperion Planning, Strategic Financial..., Financial Reporting, Financial Modeling, Finance, Financial Accounting, Process Improvement, Smartview, Financial Analysis, Hyperion Financial..., Financial Audits, Microsoft Office 2007, Chart of Accounts, Process Engineering
Education
University of Iowa 1998 — 2003
BBA Accounting, BS Excercise Science
Stephen C. Baldridge, CPA Stephen C. Baldridge, CPA's Financial Consulting Experience 2011 - 2012
Job Chief Operating Officer, Financial Officer, CMA of Delaware, Inc.
Industry Consumer Goods
Experience
CMA of Delaware, Inc. 2012 - Present
Financial Consulting 2011 - 2012
PC Connection 2007 - 2011
PC Connection 1998 - 2006
Federated Department Stores 1996 - 1997
Federated Department Stores Centralized Accounts Payable Group March 1993 - December 1995
Federated Department Stores (Lazarus Division) August 1990 - March 1993
Marshall Field's June 1985 - July 1990
Touche Ross June 1976 - May 1985
Skills
SEC reporting, Financial Accounting, Financial Management, Financial Planning, Financial Analysis, Internal Controls, Auditing, Risk Analysis, Process Improvement, Profitability..., Monthly Closing, Team Leadership, Cash Management, Executive Management, Financial Reporting, Mergers and Acquisitions, Controllership, Contract Negotiation, Management Consulting, Sarbanes-Oxley, Quarterly and Year-end..., Staff Supervision, Inventory Management, Income Tax, Revenue Recognition, Share-Based Compensation, Investor Relations, Goodwill and Other..., Contract Negotiations, Segregation of Duties, Segment Reporting, Purchase Price Valuation, Shared Service Center, Business Strategy, Acquisition Integration, ERP, Working Capital..., US GAAP, Cash Flow, Cash Flow Management, Risk Management, Corporate Finance, SEC filings, Managerial Finance, Due Diligence, Budgets, Strategic Financial..., Finance, Internal Audit, Accounting
Education
The Ohio State University 1974 — 1976
BSBA, Accounting
CMA of Delaware, Inc. 2012 - Present
Financial Consulting 2011 - 2012
PC Connection 2007 - 2011
PC Connection 1998 - 2006
Federated Department Stores 1996 - 1997
Federated Department Stores Centralized Accounts Payable Group March 1993 - December 1995
Federated Department Stores (Lazarus Division) August 1990 - March 1993
Marshall Field's June 1985 - July 1990
Touche Ross June 1976 - May 1985
Skills
SEC reporting, Financial Accounting, Financial Management, Financial Planning, Financial Analysis, Internal Controls, Auditing, Risk Analysis, Process Improvement, Profitability..., Monthly Closing, Team Leadership, Cash Management, Executive Management, Financial Reporting, Mergers and Acquisitions, Controllership, Contract Negotiation, Management Consulting, Sarbanes-Oxley, Quarterly and Year-end..., Staff Supervision, Inventory Management, Income Tax, Revenue Recognition, Share-Based Compensation, Investor Relations, Goodwill and Other..., Contract Negotiations, Segregation of Duties, Segment Reporting, Purchase Price Valuation, Shared Service Center, Business Strategy, Acquisition Integration, ERP, Working Capital..., US GAAP, Cash Flow, Cash Flow Management, Risk Management, Corporate Finance, SEC filings, Managerial Finance, Due Diligence, Budgets, Strategic Financial..., Finance, Internal Audit, Accounting
Education
The Ohio State University 1974 — 1976
BSBA, Accounting
Nathanael Beaufeaux Nathanael Beaufeaux's Financial Consulting Experience August 2013 - November 2014
Job Accounting Staff at Kellington Construction and Atomic Recycling
Industry Financial Services
Experience
Kellington Construction and Atomic Recycling November 2014 - Present
Financial Consulting August 2013 - November 2014
IAE Leasing, LLC February 2013 - November 2014
Saint Scholastica Campus Ministry December 2011 - December 2012
Engineering Solutions Group May 2012 - September 2012
Nate's Lawn Care and Landscaping March 2007 - October 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Word, Customer Service, Microsoft Word, Budgets, Finance, Management, Passion for Helping..., Teamwork, Tenacious Work Ethic, Time Management, Access, Leadership, Event Planning, Microsoft Excel
Education
The College of Saint Scholastica 2010 — 2013
Bachelor of Science (BS), Finance
Anoka Ramsey Community College 2008 — 2010
Business Communication Certificate, Business Communication
Cambridge Isanti High School
Cambridge Isanti High School
Kellington Construction and Atomic Recycling November 2014 - Present
Financial Consulting August 2013 - November 2014
IAE Leasing, LLC February 2013 - November 2014
Saint Scholastica Campus Ministry December 2011 - December 2012
Engineering Solutions Group May 2012 - September 2012
Nate's Lawn Care and Landscaping March 2007 - October 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Word, Customer Service, Microsoft Word, Budgets, Finance, Management, Passion for Helping..., Teamwork, Tenacious Work Ethic, Time Management, Access, Leadership, Event Planning, Microsoft Excel
Education
The College of Saint Scholastica 2010 — 2013
Bachelor of Science (BS), Finance
Anoka Ramsey Community College 2008 — 2010
Business Communication Certificate, Business Communication
Cambridge Isanti High School
Cambridge Isanti High School
Matthew Byrnes Matthew Byrnes's Financial Consulting Experience November 2014 - Present
Job Financial Accounting Analyst
Industry Financial Services
Experience
Financial Consulting November 2014 - Present
Texas State Auditor’s Office June 2008 - November 2014
HDR Inc February 2008 - May 2008
The White House January 2007 - May 2007
Texas Department of Transportation June 2005 - December 2006
Skills
Auditing, Financial Analysis, Government, Analysis, Internal Controls, Internal Audit, Accounting, Financial Reporting, Project Management, Data Analysis, Strategic Planning, Process Improvement, Economics, Financial Accounting, Microsoft Excel, Program Management, Statistics, Policy Analysis, Risk Management, Government Accounting, Performance Auditing, Risk Assessment, Managerial Finance, Team Leadership
Education
Texas State University-San Marcos 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
The University of Texas 2004 — 2008
B.A; B.A, Government; Economics, 3.93
Financial Consulting November 2014 - Present
Texas State Auditor’s Office June 2008 - November 2014
HDR Inc February 2008 - May 2008
The White House January 2007 - May 2007
Texas Department of Transportation June 2005 - December 2006
Skills
Auditing, Financial Analysis, Government, Analysis, Internal Controls, Internal Audit, Accounting, Financial Reporting, Project Management, Data Analysis, Strategic Planning, Process Improvement, Economics, Financial Accounting, Microsoft Excel, Program Management, Statistics, Policy Analysis, Risk Management, Government Accounting, Performance Auditing, Risk Assessment, Managerial Finance, Team Leadership
Education
Texas State University-San Marcos 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
The University of Texas 2004 — 2008
B.A; B.A, Government; Economics, 3.93
Brenda Jaeck Brenda Jaeck's Financial Consulting Experience February 2003 - March 2008
Job Contract/Interim CFO
Industry Computer Software
Experience
Bridgepoint Consulting, LLC October 2012 - Present
-- March 2012 - Present
netForensics March 2008 - March 2012
Financial Consulting February 2003 - March 2008
Broadway Television Network 2002 - 2003
AirMedia 1996 - 2001
Pepperdine University 1994 - 1996
Financial Consulting Practice 1994 - 1996
Above Software 1986 - 1994
Skills
Venture Capital, Private Equity, Board Relations, Start-ups, Mergers, Public Finance, Executive Management, Strategic Partnerships, SaaS, Corporate Development, Sarbanes-Oxley Act, Entrepreneurship, Business Planning, Strategic Planning, Capital Allocation, Risk Management, Business Strategy, Public Companies, Salesforce.com, Cloud Computing, New Business Development, Finance, Business Development, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Leadership, Management, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1991
MBA, Business Administration and Management, General
Rochester Institute of Technology 1980 — 1983
BS, Business/ Computer Science
Bridgepoint Consulting, LLC October 2012 - Present
-- March 2012 - Present
netForensics March 2008 - March 2012
Financial Consulting February 2003 - March 2008
Broadway Television Network 2002 - 2003
AirMedia 1996 - 2001
Pepperdine University 1994 - 1996
Financial Consulting Practice 1994 - 1996
Above Software 1986 - 1994
Skills
Venture Capital, Private Equity, Board Relations, Start-ups, Mergers, Public Finance, Executive Management, Strategic Partnerships, SaaS, Corporate Development, Sarbanes-Oxley Act, Entrepreneurship, Business Planning, Strategic Planning, Capital Allocation, Risk Management, Business Strategy, Public Companies, Salesforce.com, Cloud Computing, New Business Development, Finance, Business Development, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Leadership, Management, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1991
MBA, Business Administration and Management, General
Rochester Institute of Technology 1980 — 1983
BS, Business/ Computer Science
Thomas McNiff, C.P.A. Thomas McNiff, C.P.A.'s Financial Consulting Experience May 2011 - January 2013
Job Corporate Controller at Spirit Music Group
Industry Accounting
Experience
Spirit Music Group January 2013 - Present
Financial Consulting May 2011 - January 2013
The Street January 2010 - May 2011
Wind-up Records April 2005 - January 2010
The Collaborative Group/Lab 21, Inc February 1999 - March 2005
Symbol Technologies January 1997 - February 1999
Estee Lauder Companies July 1993 - December 1996
Daniel G. Rynkar & Co February 1986 - July 1993
Education
Saint John's University 1981 — 1986
BS, Accounting
Spirit Music Group January 2013 - Present
Financial Consulting May 2011 - January 2013
The Street January 2010 - May 2011
Wind-up Records April 2005 - January 2010
The Collaborative Group/Lab 21, Inc February 1999 - March 2005
Symbol Technologies January 1997 - February 1999
Estee Lauder Companies July 1993 - December 1996
Daniel G. Rynkar & Co February 1986 - July 1993
Education
Saint John's University 1981 — 1986
BS, Accounting
Craig Erwin Craig Erwin's Financial Consulting Experience January 2012 - August 2012
Job Associate Vice President for Finance at Southwestern University
Industry Higher Education
Experience
Southwestern University August 2012 - Present
Financial Consulting January 2012 - August 2012
Bellevue University June 2005 - January 2012
Radiologix 2002 - 2004
Xtera Communications 2000 - 2001
Corning Cable Systems 1998 - 2000
Skills
ERP Implementations, Strategic Financial..., Holistic Financial..., Financial Analysis, Financial Variance..., Financial Statement..., US GAAP reporting, Program Management, Project Management, Budget, Operating Budgets, Capital Budgeting, Lease Administration, M&A analysis, Operations Management, Executive Financial..., P&L Financial Management, Financial Forecasting, Profitability Tracking, Fund Accounting, Endowment Funds, Cash Management, Treasury Management, Cost Accounting, Vendor Management, Market Analysis, Enterprise Systems..., Capital Project Planning, Purchasing, Investment Strategies, General Ledger, Accounts Payable, Accounts Receivable, Regulatory Audits, Sarbanes-Oxley, Hyperion Planning, PeopleSoft, OBIEE, Oracle E-Business Suite, SAP, Salesforce.com, Essbase, Siebel, Lawson General Ledger, Crystal Reports, Cognos, Crystal Ball, SAS, Microsoft Office, SQL
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
MBA, Finance
Louisiana Tech University 1994 — 1997
Bachelor of Science, Biomedical Engineering
Southwestern University August 2012 - Present
Financial Consulting January 2012 - August 2012
Bellevue University June 2005 - January 2012
Radiologix 2002 - 2004
Xtera Communications 2000 - 2001
Corning Cable Systems 1998 - 2000
Skills
ERP Implementations, Strategic Financial..., Holistic Financial..., Financial Analysis, Financial Variance..., Financial Statement..., US GAAP reporting, Program Management, Project Management, Budget, Operating Budgets, Capital Budgeting, Lease Administration, M&A analysis, Operations Management, Executive Financial..., P&L Financial Management, Financial Forecasting, Profitability Tracking, Fund Accounting, Endowment Funds, Cash Management, Treasury Management, Cost Accounting, Vendor Management, Market Analysis, Enterprise Systems..., Capital Project Planning, Purchasing, Investment Strategies, General Ledger, Accounts Payable, Accounts Receivable, Regulatory Audits, Sarbanes-Oxley, Hyperion Planning, PeopleSoft, OBIEE, Oracle E-Business Suite, SAP, Salesforce.com, Essbase, Siebel, Lawson General Ledger, Crystal Reports, Cognos, Crystal Ball, SAS, Microsoft Office, SQL
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
MBA, Finance
Louisiana Tech University 1994 — 1997
Bachelor of Science, Biomedical Engineering
Irina Fedoroff Irina Fedoroff's Financial Consulting Experience March 2009 - Present
Job Accountant at Nefer
Industry Accounting
Experience
Nefer, Sales Company April 2009 - Present
Financial Consulting March 2009 - Present
Nova Skilled Home Health Agency February 2007 - April 2009
Nefer , Sales Company October 2004 - February 2007
International Insurance Company October 1998 - January 2004
Bank of Economy January 1994 - January 1998
Home for the Orphans January 1988 - January 1993
EconomicsTechnological College January 1985 - January 1988
Skills
Research, Project Management, Blogging, Microsoft Excel, Microsoft Office, Finance, Human Resources, Financial Accounting, Budgets, Financial Analysis, Cash Flow, Team Building, Strategic Planning, Administration, Analysis, Financial Reporting, Accounting, Accounts Payable, Payroll, Management, Accounts Receivable, Leadership, QuickBooks, Customer Service, Microsoft Word
Education
Los Angeles City College 2007 — 2010
Bachelor of Art, Accounting
VORONEZH STATE UNIVERSITY 1979 — 1982
a goal in Bachelor of Art, Accounting
Nefer, Sales Company April 2009 - Present
Financial Consulting March 2009 - Present
Nova Skilled Home Health Agency February 2007 - April 2009
Nefer , Sales Company October 2004 - February 2007
International Insurance Company October 1998 - January 2004
Bank of Economy January 1994 - January 1998
Home for the Orphans January 1988 - January 1993
EconomicsTechnological College January 1985 - January 1988
Skills
Research, Project Management, Blogging, Microsoft Excel, Microsoft Office, Finance, Human Resources, Financial Accounting, Budgets, Financial Analysis, Cash Flow, Team Building, Strategic Planning, Administration, Analysis, Financial Reporting, Accounting, Accounts Payable, Payroll, Management, Accounts Receivable, Leadership, QuickBooks, Customer Service, Microsoft Word
Education
Los Angeles City College 2007 — 2010
Bachelor of Art, Accounting
VORONEZH STATE UNIVERSITY 1979 — 1982
a goal in Bachelor of Art, Accounting
Dale Shelley Dale Shelley's Financial Consulting Experience July 2012 - Present
Job CFO at Encore Events & Entertainment
Industry Accounting
Experience
Financial Consulting July 2012 - Present
Encore Events & Entertainment 2009 - Present
Merial, A Sanofi Company January 2005 - June 2012
MERIAL LTD January 2002 - January 2005
Aventis CropScience January 2000 - January 2002
RHONE-POULENC, AG CO January 1997 - January 2000
Rhone-Poulenc, Inc. 1996 - 1997
Rhone-Poulence Ag Co. January 1991 - January 1996
Skills
US GAAP, Treasury, Pension Schemes, IFRS, Consolidated Reporting, Foreign Currency, Sabanes-Oxley, Auditing, Project Leadership, Tax, Budgeting and..., Compilation Of..., US Customs, Import Customs Valuation, Finance, Financial Modeling, Accounting, Financial Analysis, Consolidation, Sarbanes-Oxley Act, Financial Audits, Leadership, Forecasting, Financial Reporting, Mergers & Acquisitions
Education
Missouri Western State College
Bachelor of Science (B.S.), Accounting and Finance
Northwest Missouri State University
Master of Business Administration (MBA)
Financial Consulting July 2012 - Present
Encore Events & Entertainment 2009 - Present
Merial, A Sanofi Company January 2005 - June 2012
MERIAL LTD January 2002 - January 2005
Aventis CropScience January 2000 - January 2002
RHONE-POULENC, AG CO January 1997 - January 2000
Rhone-Poulenc, Inc. 1996 - 1997
Rhone-Poulence Ag Co. January 1991 - January 1996
Skills
US GAAP, Treasury, Pension Schemes, IFRS, Consolidated Reporting, Foreign Currency, Sabanes-Oxley, Auditing, Project Leadership, Tax, Budgeting and..., Compilation Of..., US Customs, Import Customs Valuation, Finance, Financial Modeling, Accounting, Financial Analysis, Consolidation, Sarbanes-Oxley Act, Financial Audits, Leadership, Forecasting, Financial Reporting, Mergers & Acquisitions
Education
Missouri Western State College
Bachelor of Science (B.S.), Accounting and Finance
Northwest Missouri State University
Master of Business Administration (MBA)
Rod Suhan Rod Suhan's Financial Consulting Experience 2010 - 2011
Job Vice President, Underwriting Manager Business Banking at Associated Bank
Industry Financial Services
Experience
Associated Bank 2013 - 2015
Ecologic Leasing Services 2011 - 2012
Financial Consulting 2010 - 2011
Philips Medical Systems/Philips Healthcare 2007 - 2008
GE Capital Corp. - Healthcare Financial Services 2003 - 2007
Heller Financial, Inc. 1999 - 2002
Heller Financial, Inc. 1999 - 1999
Heller Financial, Inc. 1996 - 1999
Sanwa Business Credit Corporation 1992 - 1996
Sanwa Business Credit Corporation 1987 - 1991
Skills
Funding, Financial Structuring, Loans, Risk Management, Finance, Management, Credit, Portfolio Management, Negotiation, Financial Risk, Process Improvement, Training, Financial Services, Mergers & Acquisitions, Leadership, Program Management, Strategic Planning, Start-ups, Analysis, Strategy, Executive Management, CRM, Business Development, Asset Based Lending, Capital Markets, Cash Flow, Underwriting, Financial Analysis, Commercial Banking
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1974 — 1977
BBA, Accounting (Finance minor)
Associated Bank 2013 - 2015
Ecologic Leasing Services 2011 - 2012
Financial Consulting 2010 - 2011
Philips Medical Systems/Philips Healthcare 2007 - 2008
GE Capital Corp. - Healthcare Financial Services 2003 - 2007
Heller Financial, Inc. 1999 - 2002
Heller Financial, Inc. 1999 - 1999
Heller Financial, Inc. 1996 - 1999
Sanwa Business Credit Corporation 1992 - 1996
Sanwa Business Credit Corporation 1987 - 1991
Skills
Funding, Financial Structuring, Loans, Risk Management, Finance, Management, Credit, Portfolio Management, Negotiation, Financial Risk, Process Improvement, Training, Financial Services, Mergers & Acquisitions, Leadership, Program Management, Strategic Planning, Start-ups, Analysis, Strategy, Executive Management, CRM, Business Development, Asset Based Lending, Capital Markets, Cash Flow, Underwriting, Financial Analysis, Commercial Banking
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1974 — 1977
BBA, Accounting (Finance minor)
Peter Knee, CPA, CA Peter Knee, CPA, CA's Financial Consulting Experience 2009 - 2010
Job Account Representative at Econocom North America
Industry Translation and Localization
Experience
Econocom August 2015 - Present
Keylingo Translations 2011 - Present
Pioneering Technology Corp. 2010 - 2011
Financial Consulting 2009 - 2010
Citicapital Canada (acquired by GE Capital) 2003 - 2009
Citicapital Canada 2002 - 2002
Citicapital Canada 2001 - 2002
Compaq Financial Services 1998 - 2001
AT&T Capital 1995 - 1998
Digital Equipment Corp 1989 - 1994
Skills
Strategic Planning, New Business Development, Business Development, Account Management, Business Strategy, Strategic Partnerships, B2B, Sales, Business Planning, International Business, Start-ups, Entrepreneurship, Sales Management, Management, Portfolio Management, Negotiation, Strategy, Finance
Education
Bishop's University
BA, Business/Economics
Institute of Chartered Accountants of Ontario
Chartered Accountant
Econocom August 2015 - Present
Keylingo Translations 2011 - Present
Pioneering Technology Corp. 2010 - 2011
Financial Consulting 2009 - 2010
Citicapital Canada (acquired by GE Capital) 2003 - 2009
Citicapital Canada 2002 - 2002
Citicapital Canada 2001 - 2002
Compaq Financial Services 1998 - 2001
AT&T Capital 1995 - 1998
Digital Equipment Corp 1989 - 1994
Skills
Strategic Planning, New Business Development, Business Development, Account Management, Business Strategy, Strategic Partnerships, B2B, Sales, Business Planning, International Business, Start-ups, Entrepreneurship, Sales Management, Management, Portfolio Management, Negotiation, Strategy, Finance
Education
Bishop's University
BA, Business/Economics
Institute of Chartered Accountants of Ontario
Chartered Accountant
Asad Hasnat Asad Hasnat's Financial Consulting Experience April 2011 - April 2013
Job Credit Risk Management & Advisory at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Financial Consulting April 2011 - April 2013
USC Marshall School of Business February 2010 - February 2011
Merrill Lynch November 2007 - June 2008
iris communications, Pakistan December 1999 - January 2002
SAKnet solutions June 1998 - December 1999
Skills
Strategic Management, Management Consulting, Financial Modeling, Team Leadership, Problem Solving, Oral & Written..., Cultural Intelligence, Strategy Development, Financial Valuation, Strategy, Business Strategy, Valuation, Leadership, Data Analysis, Policy, Competitive Analysis, Research, Portfolio Management, Investments, Start-ups, Analysis, Management, Project Management, Strategic Planning
Education
Queen's University 2013 — 2014
MBA, Managment Consulting
University of Southern California - Marshall School of Business 2006 — 2009
BSc., Business Administration, Finance and Strategic Management
Beaconhouse Informatics University 2002 — 2004
Diploma In Computer Studies, Computer Science
Goldman Sachs November 2014 - Present
Financial Consulting April 2011 - April 2013
USC Marshall School of Business February 2010 - February 2011
Merrill Lynch November 2007 - June 2008
iris communications, Pakistan December 1999 - January 2002
SAKnet solutions June 1998 - December 1999
Skills
Strategic Management, Management Consulting, Financial Modeling, Team Leadership, Problem Solving, Oral & Written..., Cultural Intelligence, Strategy Development, Financial Valuation, Strategy, Business Strategy, Valuation, Leadership, Data Analysis, Policy, Competitive Analysis, Research, Portfolio Management, Investments, Start-ups, Analysis, Management, Project Management, Strategic Planning
Education
Queen's University 2013 — 2014
MBA, Managment Consulting
University of Southern California - Marshall School of Business 2006 — 2009
BSc., Business Administration, Finance and Strategic Management
Beaconhouse Informatics University 2002 — 2004
Diploma In Computer Studies, Computer Science
Francine Schore Francine Schore's Financial Consulting Experience 1984 - 1986
Job Editorial Business Manager at Conde Nast
Industry Publishing
Experience
Conde Nast W Magazine January 2011 - Present
Conde Nast July 2010 - September 2010
Conde Nast June 2009 - November 2009
Conde Nast - Conde Nast Portfolio January 2007 - April 2009
Conde Nast - The New Yorker January 2000 - January 2007
Conde Nast - The New Yorker August 1998 - March 1999
Volunteer Roles 1986 - 1998
Financial Consulting 1984 - 1986
Time Inc. January 1983 - June 1983
Time Inc. July 1981 - January 1983
Skills
Magazines, Newsletters, Budgets, Editorial, Contract Negotiation, Management, Advertising, Human Resources, Journalism, Forecasting, Publishing, Publications
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Northwestern University 1972 — 1973
MSJ, Journalism
Case Western Reserve University 1968 — 1972
BA, English
Conde Nast W Magazine January 2011 - Present
Conde Nast July 2010 - September 2010
Conde Nast June 2009 - November 2009
Conde Nast - Conde Nast Portfolio January 2007 - April 2009
Conde Nast - The New Yorker January 2000 - January 2007
Conde Nast - The New Yorker August 1998 - March 1999
Volunteer Roles 1986 - 1998
Financial Consulting 1984 - 1986
Time Inc. January 1983 - June 1983
Time Inc. July 1981 - January 1983
Skills
Magazines, Newsletters, Budgets, Editorial, Contract Negotiation, Management, Advertising, Human Resources, Journalism, Forecasting, Publishing, Publications
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Northwestern University 1972 — 1973
MSJ, Journalism
Case Western Reserve University 1968 — 1972
BA, English
Don Beaven Don Beaven's Financial Consulting Experience 1999 - Present
Job Financial Consultant
Industry Financial Services
Experience
Financial Consulting 1999 - Present
Commercial Banking 1960 - 1998
Skills
Commercial Banking, Financial Advisory, Financial Consulting
Education
USC Graduate School of Business Administration 1960 — 1964
Loyola Marymount University 1956 — 1960
Financial Consulting 1999 - Present
Commercial Banking 1960 - 1998
Skills
Commercial Banking, Financial Advisory, Financial Consulting
Education
USC Graduate School of Business Administration 1960 — 1964
Loyola Marymount University 1956 — 1960
Dave Mutert's Financial Consulting Experience May 2008 - Present
Job Finance Executive, Professional
Industry Management Consulting
Experience
Financial Consulting May 2008 - Present
Sprint Nextel January 1987 - February 2008
Touche Ross July 1979 - December 1986
Education
University of Kansas - Graduate School of Business 1978 — 1979
M.S., Accounting
The University of Kansas 1973 — 1978
B.S., Accounting
Shawnee Mission North
Financial Consulting May 2008 - Present
Sprint Nextel January 1987 - February 2008
Touche Ross July 1979 - December 1986
Education
University of Kansas - Graduate School of Business 1978 — 1979
M.S., Accounting
The University of Kansas 1973 — 1978
B.S., Accounting
Shawnee Mission North
Stephen Salerno's Financial Consulting Experience February 2005 - October 2007
Job Director of Financial Planning and Analysis/Director of Finance/Senior Manager/Consultant
Industry Financial Services
Experience
FINANCIAL CONSULTING & CONTRACTING 2009 – Present December 2009 - Present
DynCorp International LLC September 2007 - November 2009
Financial Consulting February 2005 - October 2007
Ampad May 2004 - February 2005
XO Communications October 2000 - June 2002
EXE Technologies August 1998 - October 2000
Skills
Forecasting, Financial Reporting, Cash Flow, Variance Analysis, Revenue Recognition, Monthly Closings, M&A Integration, Capital Planning Models, 12 Month Rolling..., Rolling, Capital Budgeting, Financial Analysis, Mergers, Financial Modeling, Strategic Financial..., Budgets, Sarbanes-Oxley Act, Analysis, Accounting, Cost Accounting, Due Diligence, Financial Forecasting, Auditing, Consolidation, Cash Flow Forecasting, Acquisition Integration, Executive Management, Strategy, Mergers & Acquisitions, Management, Pricing, Financial Planning
Education
Boston College
Bachelor of Science (B.S.), Accounting and Finance
FINANCIAL CONSULTING & CONTRACTING 2009 – Present December 2009 - Present
DynCorp International LLC September 2007 - November 2009
Financial Consulting February 2005 - October 2007
Ampad May 2004 - February 2005
XO Communications October 2000 - June 2002
EXE Technologies August 1998 - October 2000
Skills
Forecasting, Financial Reporting, Cash Flow, Variance Analysis, Revenue Recognition, Monthly Closings, M&A Integration, Capital Planning Models, 12 Month Rolling..., Rolling, Capital Budgeting, Financial Analysis, Mergers, Financial Modeling, Strategic Financial..., Budgets, Sarbanes-Oxley Act, Analysis, Accounting, Cost Accounting, Due Diligence, Financial Forecasting, Auditing, Consolidation, Cash Flow Forecasting, Acquisition Integration, Executive Management, Strategy, Mergers & Acquisitions, Management, Pricing, Financial Planning
Education
Boston College
Bachelor of Science (B.S.), Accounting and Finance
Monty Moore Monty Moore's Financial Consulting Experience January 2014 - Present
Job President at Financial Consulting
Industry Financial Services
Experience
Financial Consulting January 2014 - Present
Antas Apparel May 2010 - December 2013
iBC.tv August 2009 - September 2011
Improving Profits May 2008 - August 2009
M-Audio, part of Avid 2005 - April 2008
Ledgent LLC June 2003 - October 2005
Interlink Communications, Inc. May 1997 - July 2000
Silicon Graphics - SGI July 1995 - May 1997
UNISYS June 1977 - March 1991
Skills
Mergers & Acquisitions, Strategic Financial..., Sarbanes-Oxley Act, Cost Accounting, Due Diligence, Internal Audit, Sales, CRM, Project Planning, QuickBooks, Leadership, Business Planning, Business Process, Financial Analysis, SAP, General Ledger, Forecasting, Process Improvement, Financial Reporting, Sarbanes-Oxley, Management, Analysis, Hyperion Enterprise, Financial Modeling, Corporate Finance, Business Process..., Cash Flow, Accounting, Budgets, Marketing, Cash Management, Revenue Recognition, US GAAP, Finance, Accounting System, Internal Controls, Integration, Auditing, Team Building, Change Management, Financial Planning, Hyperion
Education
University of Southern California 1975 — 1977
Masters, Economics
California State University, Northridge 1972 — 1975
BA, Economics
Financial Consulting January 2014 - Present
Antas Apparel May 2010 - December 2013
iBC.tv August 2009 - September 2011
Improving Profits May 2008 - August 2009
M-Audio, part of Avid 2005 - April 2008
Ledgent LLC June 2003 - October 2005
Interlink Communications, Inc. May 1997 - July 2000
Silicon Graphics - SGI July 1995 - May 1997
UNISYS June 1977 - March 1991
Skills
Mergers & Acquisitions, Strategic Financial..., Sarbanes-Oxley Act, Cost Accounting, Due Diligence, Internal Audit, Sales, CRM, Project Planning, QuickBooks, Leadership, Business Planning, Business Process, Financial Analysis, SAP, General Ledger, Forecasting, Process Improvement, Financial Reporting, Sarbanes-Oxley, Management, Analysis, Hyperion Enterprise, Financial Modeling, Corporate Finance, Business Process..., Cash Flow, Accounting, Budgets, Marketing, Cash Management, Revenue Recognition, US GAAP, Finance, Accounting System, Internal Controls, Integration, Auditing, Team Building, Change Management, Financial Planning, Hyperion
Education
University of Southern California 1975 — 1977
Masters, Economics
California State University, Northridge 1972 — 1975
BA, Economics
Anna Rapoport Anna Rapoport's Financial Consulting Experience January 2005 - Present
Job Portfolio Manager
Industry Marketing and Advertising
Experience
183 Main Street Condo Association May 2010 - Present
Financial Consulting January 2005 - Present
RMCS Publishing January 2008 - May 2009
Neeve Technologies, Inc. May 2007 - February 2008
Nerpa, Inc. (Gourmet European Deli) May 1999 - May 2007
AABT (Association for Advancement of Behavior Therapy)s September 1997 - May 1999
The Produce News February 1996 - August 1997
Hunter College January 1994 - May 1996
Skills
Research, Marketing Research, Legal Research, Writing, Editing, Project Management, Publications Production, Magazine Layout Design, Resourceful..., Budgets, Graphic Design, Proofreading, Photography, Magazines, Books, Advertising, Investment, Social Networking, Public Relations, Active Trading, Investment Portfolio, Layout, Financial Analysis, Administration, Newspapers, Investments, Public Speaking, Marketing, Microsoft Office, Business Intelligence, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Master of Business Administration (MBA), Marketing/Leadership, GPA 3.7
CHUBB Institute 2003 — 2003
Java Programmer, Computer Programming, GPA 3.9
Hunter College 1993 — 1995
Bachelor of Arts (BA), English (concentration in Writing) and Studio Art (concentration in Photography), GPA 3.7 Magna Cum Laude
183 Main Street Condo Association May 2010 - Present
Financial Consulting January 2005 - Present
RMCS Publishing January 2008 - May 2009
Neeve Technologies, Inc. May 2007 - February 2008
Nerpa, Inc. (Gourmet European Deli) May 1999 - May 2007
AABT (Association for Advancement of Behavior Therapy)s September 1997 - May 1999
The Produce News February 1996 - August 1997
Hunter College January 1994 - May 1996
Skills
Research, Marketing Research, Legal Research, Writing, Editing, Project Management, Publications Production, Magazine Layout Design, Resourceful..., Budgets, Graphic Design, Proofreading, Photography, Magazines, Books, Advertising, Investment, Social Networking, Public Relations, Active Trading, Investment Portfolio, Layout, Financial Analysis, Administration, Newspapers, Investments, Public Speaking, Marketing, Microsoft Office, Business Intelligence, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Master of Business Administration (MBA), Marketing/Leadership, GPA 3.7
CHUBB Institute 2003 — 2003
Java Programmer, Computer Programming, GPA 3.9
Hunter College 1993 — 1995
Bachelor of Arts (BA), English (concentration in Writing) and Studio Art (concentration in Photography), GPA 3.7 Magna Cum Laude
Don Hahn Don Hahn's Financial Consulting Experience August 2009 - March 2013
Job Vice President Financial Planning & Analysis at Excelligence Learning Corp
Industry Consumer Goods
Experience
Excelligence Learning Corp April 2013 - Present
Korean Sin Moo Hapkido Federation October 1983 - Present
Financial Consulting August 2009 - March 2013
Epicor Software January 2007 - July 2009
Ingram Micro April 2001 - April 2006
Ingram Micro January 2001 - January 2003
PacifCare of California April 1998 - April 2001
Kia Motors America July 1997 - April 1998
Toyota Motor Sales January 1993 - July 1997
Coopers & Lybrand September 1989 - December 1992
Skills
Forecasting, Financial Reporting, Accounting, Mergers, Compliance, Process Engineering, Process Improvement, Process Development, Change Management, Financial Analysis, Financial Modeling, Business Analysis, Process Simulation, Budgets, Team Building, Mergers & Acquisitions, Management, Business Planning, Strategic Financial..., ERP, Auditing, Finance, Leadership, Training, Project Planning, General Ledger, Management Consulting, Strategy, Executive Management, Strategic Planning, Managerial Finance, Business Strategy, Analysis, Financial Planning, Internal Controls
Education
University of California, Los Angeles 1987 — 1989
Bachelor of Arts (B.A.)
California State University-Northridge 1984 — 1986
Bachelor of Arts (B.A.)
Excelligence Learning Corp April 2013 - Present
Korean Sin Moo Hapkido Federation October 1983 - Present
Financial Consulting August 2009 - March 2013
Epicor Software January 2007 - July 2009
Ingram Micro April 2001 - April 2006
Ingram Micro January 2001 - January 2003
PacifCare of California April 1998 - April 2001
Kia Motors America July 1997 - April 1998
Toyota Motor Sales January 1993 - July 1997
Coopers & Lybrand September 1989 - December 1992
Skills
Forecasting, Financial Reporting, Accounting, Mergers, Compliance, Process Engineering, Process Improvement, Process Development, Change Management, Financial Analysis, Financial Modeling, Business Analysis, Process Simulation, Budgets, Team Building, Mergers & Acquisitions, Management, Business Planning, Strategic Financial..., ERP, Auditing, Finance, Leadership, Training, Project Planning, General Ledger, Management Consulting, Strategy, Executive Management, Strategic Planning, Managerial Finance, Business Strategy, Analysis, Financial Planning, Internal Controls
Education
University of California, Los Angeles 1987 — 1989
Bachelor of Arts (B.A.)
California State University-Northridge 1984 — 1986
Bachelor of Arts (B.A.)
Erica Watkins Erica Watkins's Financial Consulting Experience January 2014 - Present
Job Financial Fraud Risk Management Leader
Industry Financial Services
Experience
Financial Consulting January 2014 - Present
J.P. Morgan CHASE October 2011 - January 2014
Skills
Business Case..., Research and Strategy, Project Management, Global Collaboration, Budget and Finance..., Process Improvement, Strategic Negotiations, Virtual Teams Alignment, Business Plan..., Fraud, Financial Analysis, Management, Finance, Leadership, Risk Management
Education
Duke University
Harvard University
Harvard Mentor Manager (Executive Management and Leadership)
Tougaloo College
Physics / Pre-Engineering
Financial Consulting January 2014 - Present
J.P. Morgan CHASE October 2011 - January 2014
Skills
Business Case..., Research and Strategy, Project Management, Global Collaboration, Budget and Finance..., Process Improvement, Strategic Negotiations, Virtual Teams Alignment, Business Plan..., Fraud, Financial Analysis, Management, Finance, Leadership, Risk Management
Education
Duke University
Harvard University
Harvard Mentor Manager (Executive Management and Leadership)
Tougaloo College
Physics / Pre-Engineering
Chris Routhe Chris Routhe's Financial Consulting Experience June 2014 - Present
Job Experienced Finance Manager
Industry Financial Services
Experience
Financial Consulting June 2014 - Present
SpartanNash November 2012 - October 2014
Nash Finch Company January 2012 - November 2012
Green Tree Servicing September 2009 - January 2012
Piper Jaffray August 2006 - June 2008
Johnson Graduate School of Management at Cornell University August 2004 - June 2006
Skills
Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Essbase, Strategic Financial..., Forecasting, Financial Reporting, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Bloomberg, Cash Flow, Financial Planning
Education
Cornell University 2004 — 2007
M.S., Applied Economics & Management
University of Minnesota-Twin Cities 2000 — 2004
B.S., Applied Economics
Financial Consulting June 2014 - Present
SpartanNash November 2012 - October 2014
Nash Finch Company January 2012 - November 2012
Green Tree Servicing September 2009 - January 2012
Piper Jaffray August 2006 - June 2008
Johnson Graduate School of Management at Cornell University August 2004 - June 2006
Skills
Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Essbase, Strategic Financial..., Forecasting, Financial Reporting, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Bloomberg, Cash Flow, Financial Planning
Education
Cornell University 2004 — 2007
M.S., Applied Economics & Management
University of Minnesota-Twin Cities 2000 — 2004
B.S., Applied Economics
Henry Tang Henry Tang's Financial Consulting Experience February 2013 - Present
Job Financial Consultant
Industry Nonprofit Organization Management
Experience
Financial Consulting February 2013 - Present
Tides September 2011 - February 2012
Tides February 2012 - 2012
Capital Structures March 2011 - September 2011
Merriman Curhan Ford & Co. May 2006 - March 2011
Skills
Management, Financial Analysis, Financial Reporting, Risk Management, Managerial Finance, Auditing, Accounting, Finance, Budgets, Due Diligence, Internal Controls, Governance, Financial Accounting, Internal Audit, Restructuring, Investments, Investment Banking, Project Planning, Financial Services, SEC filings, Mergers & Acquisitions, Private Equity, Nonprofits, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA, Economics and Political Sciences
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
Financial Consulting February 2013 - Present
Tides September 2011 - February 2012
Tides February 2012 - 2012
Capital Structures March 2011 - September 2011
Merriman Curhan Ford & Co. May 2006 - March 2011
Skills
Management, Financial Analysis, Financial Reporting, Risk Management, Managerial Finance, Auditing, Accounting, Finance, Budgets, Due Diligence, Internal Controls, Governance, Financial Accounting, Internal Audit, Restructuring, Investments, Investment Banking, Project Planning, Financial Services, SEC filings, Mergers & Acquisitions, Private Equity, Nonprofits, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA, Economics and Political Sciences
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
Steven Westberg's Financial Consulting Experience July 2008 - September 2009
Job Chief Financial Officer at Trax Technologies
Industry Computer Software
Experience
Trax Technologies November 2010 - Present
Catapult CFO Partners September 2009 - November 2010
Financial Consulting July 2008 - September 2009
180 Connect (now DirecTV Home Services) November 2006 - July 2008
T&M Group 2006 - 2006
Independence Air 2002 - 2006
Cargo Holdings International 1996 - 2005
Midway Airlines 1995 - 2002
Belmont Aviation 1995 - 1995
Continental Airlines 1981 - 1995
Skills
Mergers, Strategic Planning, Budgets, Cash Management, Start-ups, Accounting, Restructuring, Risk Management, Investor Relations, Corporate Finance, Business Planning, IPO, Mergers & Acquisitions, Business Strategy, Due Diligence, Executive Management, Finance, Management, Financial Modeling
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
University of Utah 1973 — 1978
BS, Environmental Design
University of Utah 1973 — 1978
BS, Architectural Psychology
Trax Technologies November 2010 - Present
Catapult CFO Partners September 2009 - November 2010
Financial Consulting July 2008 - September 2009
180 Connect (now DirecTV Home Services) November 2006 - July 2008
T&M Group 2006 - 2006
Independence Air 2002 - 2006
Cargo Holdings International 1996 - 2005
Midway Airlines 1995 - 2002
Belmont Aviation 1995 - 1995
Continental Airlines 1981 - 1995
Skills
Mergers, Strategic Planning, Budgets, Cash Management, Start-ups, Accounting, Restructuring, Risk Management, Investor Relations, Corporate Finance, Business Planning, IPO, Mergers & Acquisitions, Business Strategy, Due Diligence, Executive Management, Finance, Management, Financial Modeling
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
University of Utah 1973 — 1978
BS, Environmental Design
University of Utah 1973 — 1978
BS, Architectural Psychology
Ryan Wasson, CMA's Financial Consulting Experience April 2013 - Present
Job Supply Chain Manager at Cook Medical
Industry Consumer Goods
Experience
Cook Medical August 2013 - Present
Cook Medical October 2012 - Present
Financial Consulting April 2013 - Present
Batesville Casket Company February 2011 - October 2012
Larry E. Nunn & Associates June 2010 - February 2011
Larry E. Nunn & Associates January 2010 - June 2010
Columbus Regional Hospital June 2009 - August 2009
Columbus Regional Hospital 2006 - 2009
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor of Science (B.S.), Accounting, Finance
Cook Medical August 2013 - Present
Cook Medical October 2012 - Present
Financial Consulting April 2013 - Present
Batesville Casket Company February 2011 - October 2012
Larry E. Nunn & Associates June 2010 - February 2011
Larry E. Nunn & Associates January 2010 - June 2010
Columbus Regional Hospital June 2009 - August 2009
Columbus Regional Hospital 2006 - 2009
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor of Science (B.S.), Accounting, Finance
Cyrus Emadi Cyrus Emadi's Financial Consulting Experience 2010 - Present
Job Controller
Industry Accounting
Experience
Financial Consulting 2010 - Present
Customatrix March 2003 - October 2010
Motoport USA May 1995 - March 2003
Total Training 1999 - 2003
JAYNES, REITMEIER & GRIJALVA, CPAs July 1994 - May 1995
ITT Residential Capital Servicing Corp 1995 - 1995
Citizens National Mortgage Company February 1991 - July 1994
Ameristar Financial March 1986 - July 1991
Keywords 1980 - 1982
Skills
Financial Reporting, Revenue Recognition, Financial Modeling, Business Planning, Cost Accounting, Forecasting, Leadership, Strategic Planning, Strategy, Strategic Financial..., Mergers & Acquisitions, Budgets, Internal Controls, Executive Management, Financial Analysis, Management, Accounting, Finance, Cash Flow, Process Improvement, Variance Analysis, Due Diligence, Auditing, Internal Audit, General Ledger, Analysis, SEC filings, Financial Statements, GAAP, SAP, Payroll, Accounts Payable, Cash Flow Forecasting, Managerial Finance, QuickBooks, Consolidation, Sarbanes-Oxley Act, US GAAP, Cash Management, Business Process..., Financial Accounting, Sarbanes-Oxley, CPA, ERP, Great Plains Software, Valuation, Accounts Receivable, Tax, Project Accounting, Acquisition Integration
Education
San Diego State University-California State University 1979 — 1983
BS, Accounting
The El Camino Real High School
Diploma, General
Financial Consulting 2010 - Present
Customatrix March 2003 - October 2010
Motoport USA May 1995 - March 2003
Total Training 1999 - 2003
JAYNES, REITMEIER & GRIJALVA, CPAs July 1994 - May 1995
ITT Residential Capital Servicing Corp 1995 - 1995
Citizens National Mortgage Company February 1991 - July 1994
Ameristar Financial March 1986 - July 1991
Keywords 1980 - 1982
Skills
Financial Reporting, Revenue Recognition, Financial Modeling, Business Planning, Cost Accounting, Forecasting, Leadership, Strategic Planning, Strategy, Strategic Financial..., Mergers & Acquisitions, Budgets, Internal Controls, Executive Management, Financial Analysis, Management, Accounting, Finance, Cash Flow, Process Improvement, Variance Analysis, Due Diligence, Auditing, Internal Audit, General Ledger, Analysis, SEC filings, Financial Statements, GAAP, SAP, Payroll, Accounts Payable, Cash Flow Forecasting, Managerial Finance, QuickBooks, Consolidation, Sarbanes-Oxley Act, US GAAP, Cash Management, Business Process..., Financial Accounting, Sarbanes-Oxley, CPA, ERP, Great Plains Software, Valuation, Accounts Receivable, Tax, Project Accounting, Acquisition Integration
Education
San Diego State University-California State University 1979 — 1983
BS, Accounting
The El Camino Real High School
Diploma, General
Peter Cyffka Peter Cyffka's Financial Consulting Experience 2010 - 2012
Job CFO at Epic
Industry Computer Software
Experience
Epic 2012 - Present
Financial Consulting 2010 - 2012
O'Melveny & Myers LLP March 2007 - March 2010
HOB Entertainment, Inc. (dba House of Blues) December 1999 - March 2007
Twentieth Century Fox April 1987 - October 1999
Columbia Pictures April 1985 - April 1987
Price Waterhouse January 1980 - April 1985
Skills
CPA, MBA, CFO, Controller, Accounting, Treasury, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, M&A experience, M&A due diligence, Acquisition Integration, International Business, Tax Planning, Tax Compliance, Tax, Mergers, Cash Management, Financial Management, Forecasting, Insurance, Staff Development, GAAP, Debt, Due Diligence, Corporate Finance, Restructuring, IPO, Cash Flow Management, Internal Controls, Financial Modeling, Cash Flow, Joint Ventures, Financial Forecasting, Treasury Management, Reporting & Analysis, Business Planning, Managerial Finance, Risk Management, Venture Capital, Corporate Development, Mergers & Acquisitions, Strategic Financial..., Budgets, Private Equity, Valuation, Banking, Analysis, Executive Management
Education
University of Southern California - Marshall School of Business 1979 — 1980
MBA, Finance and Accounting
University of Southern California 1976 — 1979
B.S. in Business Administration, Accounting
Chaminade College Preparatory 1972 — 1976
Epic 2012 - Present
Financial Consulting 2010 - 2012
O'Melveny & Myers LLP March 2007 - March 2010
HOB Entertainment, Inc. (dba House of Blues) December 1999 - March 2007
Twentieth Century Fox April 1987 - October 1999
Columbia Pictures April 1985 - April 1987
Price Waterhouse January 1980 - April 1985
Skills
CPA, MBA, CFO, Controller, Accounting, Treasury, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, M&A experience, M&A due diligence, Acquisition Integration, International Business, Tax Planning, Tax Compliance, Tax, Mergers, Cash Management, Financial Management, Forecasting, Insurance, Staff Development, GAAP, Debt, Due Diligence, Corporate Finance, Restructuring, IPO, Cash Flow Management, Internal Controls, Financial Modeling, Cash Flow, Joint Ventures, Financial Forecasting, Treasury Management, Reporting & Analysis, Business Planning, Managerial Finance, Risk Management, Venture Capital, Corporate Development, Mergers & Acquisitions, Strategic Financial..., Budgets, Private Equity, Valuation, Banking, Analysis, Executive Management
Education
University of Southern California - Marshall School of Business 1979 — 1980
MBA, Finance and Accounting
University of Southern California 1976 — 1979
B.S. in Business Administration, Accounting
Chaminade College Preparatory 1972 — 1976
Norna Cash Norna Cash's Financial Consulting Experience July 2014 - February 2015
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
Douglas Campoli's Financial Consulting Experience 2002 - 2004
Job Chief Financial Officer at Arcimoto
Industry Internet
Experience
Arcimoto June 2015 - Present
Strategic Financial Consulting February 2013 - Present
ManaFuel September 2012 - September 2013
InstantAction Inc. January 2010 - February 2011
GarageGames May 2007 - December 2009
SeQuential Biofuels 2004 - May 2007
Financial Consulting 2002 - 2004
Genuity, Inc. 2000 - 2002
GTE 1997 - 2000
Vogue International 1996 - 1997
Skills
Financial Analysis, Accounting, Budgeting, Forecasting, GAAP, Executive Management, Financial Modeling, Capital Budgeting, Financial Reporting, Budgets, Cross-functional Team..., Start-ups, Strategy, Managerial Finance, Finance, Management, Analysis, Risk Management, Business Planning, Strategic Planning, Project Planning, Strategic Financial..., Operations Management, Leadership, Analytics, E-commerce, Mergers & Acquisitions, Product Development, Financial Planning
Education
University of Tampa - John H. Sykes College of Business
MBA, Finance
University of South Florida 1985 — 1988
BS, Finance
University of Illinois at Urbana-Champaign 1982 — 1985
None, Electrical Engineering
Arcimoto June 2015 - Present
Strategic Financial Consulting February 2013 - Present
ManaFuel September 2012 - September 2013
InstantAction Inc. January 2010 - February 2011
GarageGames May 2007 - December 2009
SeQuential Biofuels 2004 - May 2007
Financial Consulting 2002 - 2004
Genuity, Inc. 2000 - 2002
GTE 1997 - 2000
Vogue International 1996 - 1997
Skills
Financial Analysis, Accounting, Budgeting, Forecasting, GAAP, Executive Management, Financial Modeling, Capital Budgeting, Financial Reporting, Budgets, Cross-functional Team..., Start-ups, Strategy, Managerial Finance, Finance, Management, Analysis, Risk Management, Business Planning, Strategic Planning, Project Planning, Strategic Financial..., Operations Management, Leadership, Analytics, E-commerce, Mergers & Acquisitions, Product Development, Financial Planning
Education
University of Tampa - John H. Sykes College of Business
MBA, Finance
University of South Florida 1985 — 1988
BS, Finance
University of Illinois at Urbana-Champaign 1982 — 1985
None, Electrical Engineering
Peter Nichter's Financial Consulting Experience September 2011 - January 2013
Job VP Finance Corporate Controller at Roku, Inc.
Industry Accounting
Experience
Roku, Inc. January 2013 - Present
Financial Consulting September 2011 - January 2013
Cisco Systems, Inc. May 2009 - July 2011
Pure Digital Technologies, Inc. 2005 - 2009
Yodlee, Inc. 2001 - 2004
Pinnacle Systems, Inc. (Acquired by Avid Technologies, Inc.) 1998 - 2001
Skills
CPA, Corporate Controller, Accounting Officer, Mergers & Acquisitions, Corporate Tax, International Accounting, Corporate Governance, IFRS, SEC filings, ERP Implementations, Strategic Planning, Cost Accounting, Emerging Growth..., Consumer Products, Manufacturing
Education
Pace University - Lubin School of Business
BBA, Accounting & Information Systems
St. Joseph's Collegiate Institute
High School
Roku, Inc. January 2013 - Present
Financial Consulting September 2011 - January 2013
Cisco Systems, Inc. May 2009 - July 2011
Pure Digital Technologies, Inc. 2005 - 2009
Yodlee, Inc. 2001 - 2004
Pinnacle Systems, Inc. (Acquired by Avid Technologies, Inc.) 1998 - 2001
Skills
CPA, Corporate Controller, Accounting Officer, Mergers & Acquisitions, Corporate Tax, International Accounting, Corporate Governance, IFRS, SEC filings, ERP Implementations, Strategic Planning, Cost Accounting, Emerging Growth..., Consumer Products, Manufacturing
Education
Pace University - Lubin School of Business
BBA, Accounting & Information Systems
St. Joseph's Collegiate Institute
High School
Rick ElMogazi, CPA's Financial Consulting Experience November 2006 - April 2011
Job Venture Capital Investor
Industry Venture Capital & Private Equity
Experience
Marshland Group, LLC March 2014 - Present
Imperial Health, LLP April 2011 - March 2014
Financial Consulting November 2006 - April 2011
Xspedius Communications April 2006 - November 2006
Xspedius Communications, LLC April 2000 - March 2006
US Unwired, Inc. November 1997 - March 2000
Hibernia National Bank September 1994 - November 1997
Skills
Start-ups, Due Diligence, Decision Support, Contract Negotiation, Risk Management, Expenses, Forecasting, Mergers, Strategic Planning, Telecommunications, Strategy, Financial Analysis, Private Equity, Salesforce.com, Cross-functional Team..., Financial Modeling, Accounts Payable, Mergers & Acquisitions, Leadership, Analysis, Business Strategy, Strategic Partnerships, Business Development, Accounting, Strategic Financial..., Finance, Financial Reporting, Cash Flow, Variance Analysis, Project Planning, Payroll, Internal Controls, Executive Management, Budgets, Business Process..., Capital Budgeting, Process Improvement, Business Planning, Competitive Analysis, Venture Capital, Management Consulting, Accounts Receivable, Managerial Finance
Education
McNeese State University 1990 — 1994
Finance, Finance and Accounting
Marshland Group, LLC March 2014 - Present
Imperial Health, LLP April 2011 - March 2014
Financial Consulting November 2006 - April 2011
Xspedius Communications April 2006 - November 2006
Xspedius Communications, LLC April 2000 - March 2006
US Unwired, Inc. November 1997 - March 2000
Hibernia National Bank September 1994 - November 1997
Skills
Start-ups, Due Diligence, Decision Support, Contract Negotiation, Risk Management, Expenses, Forecasting, Mergers, Strategic Planning, Telecommunications, Strategy, Financial Analysis, Private Equity, Salesforce.com, Cross-functional Team..., Financial Modeling, Accounts Payable, Mergers & Acquisitions, Leadership, Analysis, Business Strategy, Strategic Partnerships, Business Development, Accounting, Strategic Financial..., Finance, Financial Reporting, Cash Flow, Variance Analysis, Project Planning, Payroll, Internal Controls, Executive Management, Budgets, Business Process..., Capital Budgeting, Process Improvement, Business Planning, Competitive Analysis, Venture Capital, Management Consulting, Accounts Receivable, Managerial Finance
Education
McNeese State University 1990 — 1994
Finance, Finance and Accounting
Eric Hersom, CPA's Financial Consulting Experience July 2002 - August 2004
Job Private Equity CFO | CPA | Manufacturing | International | Costing | Budgets | ESOP | Restructuring | GAAP | IFRS
Industry Accounting
Experience
Leading Edge Aviation Services April 2014 - Present
Semicoa January 2013 - March 2014
Powerwave August 2007 - January 2013
Clarient May 2007 - August 2007
Cherokee International 2004 - 2007
Financial Consulting July 2002 - August 2004
Haleos June 2001 - May 2002
Solectron 1994 - 2001
Dastek 1991 - 1994
Flextronics January 1990 - December 1990
Skills
Mergers, SEC filings, Cost Accounting, Financial Analysis, Revenue Recognition, Mergers & Acquisitions, Managerial Finance, Budgets, Process Improvement, Sarbanes-Oxley Act, Accounting, Strategy, ERP, Consolidation, US GAAP, Forecasting, Management, Leadership, Manufacturing, SAP, Corporate Finance, Human Resources, Analysis, Executive Management, Cash Flow, Fixed Assets, Business Planning
Education
California Polytechnic State University-San Luis Obispo 1980 — 1985
BS, Business Admin - Accounting
Leading Edge Aviation Services April 2014 - Present
Semicoa January 2013 - March 2014
Powerwave August 2007 - January 2013
Clarient May 2007 - August 2007
Cherokee International 2004 - 2007
Financial Consulting July 2002 - August 2004
Haleos June 2001 - May 2002
Solectron 1994 - 2001
Dastek 1991 - 1994
Flextronics January 1990 - December 1990
Skills
Mergers, SEC filings, Cost Accounting, Financial Analysis, Revenue Recognition, Mergers & Acquisitions, Managerial Finance, Budgets, Process Improvement, Sarbanes-Oxley Act, Accounting, Strategy, ERP, Consolidation, US GAAP, Forecasting, Management, Leadership, Manufacturing, SAP, Corporate Finance, Human Resources, Analysis, Executive Management, Cash Flow, Fixed Assets, Business Planning
Education
California Polytechnic State University-San Luis Obispo 1980 — 1985
BS, Business Admin - Accounting
Jennifer Ferreri's Financial Consulting Experience September 2013 - Present
Job Senior Program Manager at Mennonite Economic Development Associates (MEDA)
Industry Financial Services
Experience
Mennonite Economic Development Associates (MEDA) January 2014 - Present
Financial Consulting September 2013 - Present
Mennonite Economic Development Associates (MEDA) and Zoona Zambia July 2012 - September 2013
The SEEP Network June 2010 - July 2012
Bear Stearns/JP Morgan June 2002 - June 2008
Skills
International..., Microfinance, Economic Development, Capacity Building, International Relations, Non-profits, Program Evaluation, Quantitative Analytics, Proposal Writing, Program Management, NGOs, Financial Analysis, Strategic Planning, Fundraising, Africa, Spanish, Public/private..., Mobile banking, Research, Nonprofits, Community Development, Rural Development, Strategic Communications
Education
The George Washington University 2009 — 2012
M.A., International Development and Peacebuilding
Smith College 1996 — 2000
B.A., Government, International Relations
Mennonite Economic Development Associates (MEDA) January 2014 - Present
Financial Consulting September 2013 - Present
Mennonite Economic Development Associates (MEDA) and Zoona Zambia July 2012 - September 2013
The SEEP Network June 2010 - July 2012
Bear Stearns/JP Morgan June 2002 - June 2008
Skills
International..., Microfinance, Economic Development, Capacity Building, International Relations, Non-profits, Program Evaluation, Quantitative Analytics, Proposal Writing, Program Management, NGOs, Financial Analysis, Strategic Planning, Fundraising, Africa, Spanish, Public/private..., Mobile banking, Research, Nonprofits, Community Development, Rural Development, Strategic Communications
Education
The George Washington University 2009 — 2012
M.A., International Development and Peacebuilding
Smith College 1996 — 2000
B.A., Government, International Relations
Kelly Goodfriend's Financial Consulting Experience April 2012 - Present
Job CEO at Financial Solutions of North FL, LLC
Industry Financial Services
Experience
Financial Solutions of N FL, LLC March 2014 - Present
Orange Health Solutions November 2013 - Present
Financial Consulting April 2012 - Present
Plum District February 2012 - August 2012
First Union, Wachovia, Prosperity Bank January 1996 - April 2003
Skills
Salesforce.com, Social Media, Account Management, Social Media Marketing, Marketing, Sales Management, New Business Development, Marketing Strategy, Direct Sales, Sales, Marketing Communications, Cold Calling, Advertising, Public Relations, Strategic Planning, Social Networking, Public Speaking
Education
University of Florida - Warrington College Of Business 1990 — 1995
Business Management, Mass Comm Minor
Bishop Kenny High School 1984 — 1987
Bachelor of Science in Business Administration, Business Administration and Management and Mass Communications
Financial Solutions of N FL, LLC March 2014 - Present
Orange Health Solutions November 2013 - Present
Financial Consulting April 2012 - Present
Plum District February 2012 - August 2012
First Union, Wachovia, Prosperity Bank January 1996 - April 2003
Skills
Salesforce.com, Social Media, Account Management, Social Media Marketing, Marketing, Sales Management, New Business Development, Marketing Strategy, Direct Sales, Sales, Marketing Communications, Cold Calling, Advertising, Public Relations, Strategic Planning, Social Networking, Public Speaking
Education
University of Florida - Warrington College Of Business 1990 — 1995
Business Management, Mass Comm Minor
Bishop Kenny High School 1984 — 1987
Bachelor of Science in Business Administration, Business Administration and Management and Mass Communications
Steve Tsamaras's Financial Consulting Experience 2009 - Present
Job C.P.A.
Industry Accounting
Experience
Financial Consulting 2009 - Present
Liberty Mutual 2007 - 2009
General Electric 2005 - 2007
KPMG Peat Marwick 2002 - 2005
Price Waterhouse Coopers 2000 - 2002
The Learning Company 1998 - 1999
Time Warner Publishing 1998 - 1998
State Street Bank 1995 - 1998
Education
Bentley University 1991 — 1995
BS, Accounting
Financial Consulting 2009 - Present
Liberty Mutual 2007 - 2009
General Electric 2005 - 2007
KPMG Peat Marwick 2002 - 2005
Price Waterhouse Coopers 2000 - 2002
The Learning Company 1998 - 1999
Time Warner Publishing 1998 - 1998
State Street Bank 1995 - 1998
Education
Bentley University 1991 — 1995
BS, Accounting
Jared Book's Financial Consulting Experience November 1997 - July 2001
Job Comptroller at Office of the Chapter 13 Trustee for the Middle District of Tennessee
Industry Financial Services
Experience
Office of the Chapter 13 Trustee for the Middle District of Tennessee December 2013 - Present
Gordon Jewish Community Center June 2011 - October 2013
LawFinance Group November 2004 - June 2011
Gateway Bank May 2003 - November 2004
InQuira, Inc. March 2001 - March 2003
Financial Consulting November 1997 - July 2001
First National Bank of Marin October 1996 - November 1997
New Horizons Savings Bank December 1994 - September 1996
Novato National Bank September 1993 - December 1994
FDIC September 1990 - September 1993
Skills
Finance, Cash Management, Accounting, Budgets, Financial Analysis, Accounts Payable, General Ledger, Strategic Planning, Risk Management, Accounts Receivable, Corporate Finance, Forecasting, Investments, Management, Financial Modeling, Executive Management, Managerial Finance, Financial Reporting, Valuation, Private Equity, Due Diligence, GAAP, Start-ups, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning, Nonprofits
Education
University of Redlands
Masters, Management Finance
California State University-Northridge
Bachelor of Arts (B.A.), Education & Business
Office of the Chapter 13 Trustee for the Middle District of Tennessee December 2013 - Present
Gordon Jewish Community Center June 2011 - October 2013
LawFinance Group November 2004 - June 2011
Gateway Bank May 2003 - November 2004
InQuira, Inc. March 2001 - March 2003
Financial Consulting November 1997 - July 2001
First National Bank of Marin October 1996 - November 1997
New Horizons Savings Bank December 1994 - September 1996
Novato National Bank September 1993 - December 1994
FDIC September 1990 - September 1993
Skills
Finance, Cash Management, Accounting, Budgets, Financial Analysis, Accounts Payable, General Ledger, Strategic Planning, Risk Management, Accounts Receivable, Corporate Finance, Forecasting, Investments, Management, Financial Modeling, Executive Management, Managerial Finance, Financial Reporting, Valuation, Private Equity, Due Diligence, GAAP, Start-ups, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning, Nonprofits
Education
University of Redlands
Masters, Management Finance
California State University-Northridge
Bachelor of Arts (B.A.), Education & Business
H. Renee Yu, CPA, MBA's Financial Consulting Experience October 2014 - Present
Job Finance and Accounting Professional
Industry Financial Services
Experience
Financial Consulting October 2014 - Present
Westfield March 2013 - September 2014
Consulting December 2009 - February 2013
Oxford Instruments December 2006 - August 2008
Barclays Global Investors January 2001 - July 2004
Criterion Catalysts September 1999 - December 2000
PricewaterhouseCoopers November 1998 - September 1999
Rhodia May 1997 - November 1998
Skills
Financial Reporting, Financial Analysis, Business Analysis, Accounting, Due Diligence, Cost Accounting, Valuation, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Management, Process Improvement, Risk Management, Internal Controls, Business Process..., Strategy, General Ledger, Leadership, Finance, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
M. S.
Financial Consulting October 2014 - Present
Westfield March 2013 - September 2014
Consulting December 2009 - February 2013
Oxford Instruments December 2006 - August 2008
Barclays Global Investors January 2001 - July 2004
Criterion Catalysts September 1999 - December 2000
PricewaterhouseCoopers November 1998 - September 1999
Rhodia May 1997 - November 1998
Skills
Financial Reporting, Financial Analysis, Business Analysis, Accounting, Due Diligence, Cost Accounting, Valuation, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Management, Process Improvement, Risk Management, Internal Controls, Business Process..., Strategy, General Ledger, Leadership, Finance, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
M. S.
John Orofino's Financial Consulting Experience November 2012 - December 2012
Job Global Partner Sales Representative at Acuant Inc.
Industry Information Technology and Services
Experience
Acuant Inc. April 2014 - Present
CT General Assembly House Caucus January 2013 - April 2014
Financial Consulting November 2012 - December 2012
Hartford Conservatory of Music July 2007 - July 2009
Levin, Powers, Brennan & Shea January 2009 - June 2009
Speaker of the House January 2007 - June 2009
Democratic Energy PAC April 2005 - November 2008
House Democrats July 2005 - January 2007
Skills
Government, Public Policy, Fundraising, Non-profits, Marketing Communications, Policy, Nonprofits, Strategic Planning, Data Analysis, Research, Public Speaking, Political Campaigns, Management, Policy Analysis, Proposal Writing, Community Outreach, Strategic Communications, Legislative Relations
Education
University of Connecticut 2010 — 2012
Masters, Public Administration
Central Connecticut State University
BA, Political Science
Acuant Inc. April 2014 - Present
CT General Assembly House Caucus January 2013 - April 2014
Financial Consulting November 2012 - December 2012
Hartford Conservatory of Music July 2007 - July 2009
Levin, Powers, Brennan & Shea January 2009 - June 2009
Speaker of the House January 2007 - June 2009
Democratic Energy PAC April 2005 - November 2008
House Democrats July 2005 - January 2007
Skills
Government, Public Policy, Fundraising, Non-profits, Marketing Communications, Policy, Nonprofits, Strategic Planning, Data Analysis, Research, Public Speaking, Political Campaigns, Management, Policy Analysis, Proposal Writing, Community Outreach, Strategic Communications, Legislative Relations
Education
University of Connecticut 2010 — 2012
Masters, Public Administration
Central Connecticut State University
BA, Political Science
David Buza's Financial Consulting Experience January 2010 - February 2013
Job Corporate Controller at UniversalPegasus International
Industry Oil & Energy
Experience
UniversalPegasus International February 2013 - Present
Financial Consulting January 2010 - February 2013
CAMAC International October 2008 - December 2009
Gulf Interstate Engineering April 2001 - July 2008
TOSHIBA INTERNATIONAL CORP April 1999 - March 2001
PROFIT MANAGEMENT CONSULTANTS September 1992 - March 1999
ATLANTIC INSURANCE April 1987 - August 1992
NORDRILL, INC February 1980 - September 1986
Nordrill, Inc February 1980 - September 1986
Management Insurance System 1976 - 1980
Skills
Leadership, Budgets, Start-ups, Due Diligence, Accounting, Finance, Management
Education
Penn State University 1971 — 1972
BS, Accounting
UniversalPegasus International February 2013 - Present
Financial Consulting January 2010 - February 2013
CAMAC International October 2008 - December 2009
Gulf Interstate Engineering April 2001 - July 2008
TOSHIBA INTERNATIONAL CORP April 1999 - March 2001
PROFIT MANAGEMENT CONSULTANTS September 1992 - March 1999
ATLANTIC INSURANCE April 1987 - August 1992
NORDRILL, INC February 1980 - September 1986
Nordrill, Inc February 1980 - September 1986
Management Insurance System 1976 - 1980
Skills
Leadership, Budgets, Start-ups, Due Diligence, Accounting, Finance, Management
Education
Penn State University 1971 — 1972
BS, Accounting
Hossein Mansouri's Financial Consulting Experience August 2008 - April 2011
Job Owner at Banking & Financing Consulting
Industry Banking
Experience
Banking & Financing Consulting April 2012 - Present
Bank of America April 2011 - April 2012
Financial Consulting August 2008 - April 2011
Wells Fargo Bank July 2007 - July 2008
West Fab. Manufacturing inc. June 2006 - June 2007
Wells Fargo December 2005 - June 2006
Nazgol Veg., OIl Company December 1999 - November 2005
Bank Melli January 1995 - December 1999
Skills
Financial Analysis, Human Resources, Banking, Leadership, Cash Management, Credit, Managerial Finance, Customer Service, Mortgage Lending, Loans, Management, Real Estate, Competitive Analysis, Insurance, Retail, Cash Flow, Commercial Lending, New Business Development, Time Management, Networking, Start-ups, Sales Operations, Sales, Credit Cards, Marketing, Cold Calling, Process Improvement, Small Business, Purchasing, Selling, Accounting, Lines Of Credit
Education
Notre Dame de Namur University 1984 — 1985
MBA, Business Management & Economy
Banking & Financing Consulting April 2012 - Present
Bank of America April 2011 - April 2012
Financial Consulting August 2008 - April 2011
Wells Fargo Bank July 2007 - July 2008
West Fab. Manufacturing inc. June 2006 - June 2007
Wells Fargo December 2005 - June 2006
Nazgol Veg., OIl Company December 1999 - November 2005
Bank Melli January 1995 - December 1999
Skills
Financial Analysis, Human Resources, Banking, Leadership, Cash Management, Credit, Managerial Finance, Customer Service, Mortgage Lending, Loans, Management, Real Estate, Competitive Analysis, Insurance, Retail, Cash Flow, Commercial Lending, New Business Development, Time Management, Networking, Start-ups, Sales Operations, Sales, Credit Cards, Marketing, Cold Calling, Process Improvement, Small Business, Purchasing, Selling, Accounting, Lines Of Credit
Education
Notre Dame de Namur University 1984 — 1985
MBA, Business Management & Economy
Aaron Philips's Financial Consulting Experience October 2012 - January 2013
Job Supervising producer for an independent film company.
Industry Logistics and Supply Chain
Experience
Productions February 2013 - Present
Financial Consulting October 2012 - January 2013
Alessio Investment Company, LLP June 2012 - October 2012
Greater St. Louis Area council Boy Scouts of America February 2003 - May 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Outlook, Retail, Accounting, Financial Analysis, Accounts Payable, Access
Education
National University 2011 — 2013
Master's degree, Business Administration, Finance, 3.5
San Diego State University-California State University 2011 — 2013
Master's degree, Business Administration, Finance, 3.25
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fort Zumwalt South 1993 — 1997
Highschool, High School/Secondary Diplomas and Certificates
Productions February 2013 - Present
Financial Consulting October 2012 - January 2013
Alessio Investment Company, LLP June 2012 - October 2012
Greater St. Louis Area council Boy Scouts of America February 2003 - May 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Outlook, Retail, Accounting, Financial Analysis, Accounts Payable, Access
Education
National University 2011 — 2013
Master's degree, Business Administration, Finance, 3.5
San Diego State University-California State University 2011 — 2013
Master's degree, Business Administration, Finance, 3.25
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fort Zumwalt South 1993 — 1997
Highschool, High School/Secondary Diplomas and Certificates
Kofi Sarpong's Financial Consulting Experience March 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Consulting March 2009 - Present
Citigroup June 2000 - March 2009
Skills
Strategy, CRM, Risk Management, Finance, Management, Investment Banking, Business Analysis, Financial Analysis, Corporate Finance, Capital Markets, Banking, Internal Controls, Financial Modeling, Auditing
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance/Computer Information Systems
University of Ghana 1985 — 1988
BS, Accounting
Financial Consulting March 2009 - Present
Citigroup June 2000 - March 2009
Skills
Strategy, CRM, Risk Management, Finance, Management, Investment Banking, Business Analysis, Financial Analysis, Corporate Finance, Capital Markets, Banking, Internal Controls, Financial Modeling, Auditing
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance/Computer Information Systems
University of Ghana 1985 — 1988
BS, Accounting
Karyn Simpkins's Financial Consulting Experience January 2014 - Present
Job Financial Consulting
Industry Nonprofit Organization Management
Experience
Financial Consulting January 2014 - Present
Goodwill Industries of Metro Chicago January 2006 - August 2014
Big Idea Productions, Inc. 1998 - 2004
Skills
Teaching, Jewelry Design, Jewelry Making, Budgets, QuickBooks, Microsoft Excel, Non-profits, Microsoft Word, Microsoft Office, Books, Customer Service, Forecasting, Strategic Planning, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Account Reconciliation, Bank Reconciliation, Accruals, General Ledger, Bookkeeping, Inventory Management, Nonprofits, Finance, Program Management, Financial Analysis, Financial Reporting
Education
Roosevelt University
Bachelor of Science Business Adm, Accounting
Financial Consulting January 2014 - Present
Goodwill Industries of Metro Chicago January 2006 - August 2014
Big Idea Productions, Inc. 1998 - 2004
Skills
Teaching, Jewelry Design, Jewelry Making, Budgets, QuickBooks, Microsoft Excel, Non-profits, Microsoft Word, Microsoft Office, Books, Customer Service, Forecasting, Strategic Planning, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Account Reconciliation, Bank Reconciliation, Accruals, General Ledger, Bookkeeping, Inventory Management, Nonprofits, Finance, Program Management, Financial Analysis, Financial Reporting
Education
Roosevelt University
Bachelor of Science Business Adm, Accounting
William Delaney's Financial Consulting Experience 2003 - 2005
Job CFO at Chelsio Communications
Industry Computer Networking
Experience
Chelsio Communications February 2014 - Present
AccelOps, Inc. May 2011 - October 2013
Chelsio Communications March 2010 - May 2011
ConSentry Networks April 2006 - August 2009
Chelsio Communications 2005 - 2006
Financial Consulting 2003 - 2005
MediaQ 2000 - 2003
Incyte 1996 - 1999
Stratacom 1995 - 1996
Chiron Corporation 1993 - 1995
Skills
Start-ups, Venture Capital, Cloud Computing, Mergers, Venture Financing, Product Marketing, Forecasting, Investor Relations, Business Development, SaaS, SEC filings, Channel, Product Management, Accounting, International Operations, Go-to-market Strategy, Mergers & Acquisitions, Strategy, Strategic Partnerships, Executive Management, Management, Cross-functional Team...
Education
University of Limerick 1980 — 1984
BBS, Accounting and Finance
Chelsio Communications February 2014 - Present
AccelOps, Inc. May 2011 - October 2013
Chelsio Communications March 2010 - May 2011
ConSentry Networks April 2006 - August 2009
Chelsio Communications 2005 - 2006
Financial Consulting 2003 - 2005
MediaQ 2000 - 2003
Incyte 1996 - 1999
Stratacom 1995 - 1996
Chiron Corporation 1993 - 1995
Skills
Start-ups, Venture Capital, Cloud Computing, Mergers, Venture Financing, Product Marketing, Forecasting, Investor Relations, Business Development, SaaS, SEC filings, Channel, Product Management, Accounting, International Operations, Go-to-market Strategy, Mergers & Acquisitions, Strategy, Strategic Partnerships, Executive Management, Management, Cross-functional Team...
Education
University of Limerick 1980 — 1984
BBS, Accounting and Finance
Robert Jancaus's Financial Consulting Experience AVP and ActuaryTexas International Life iNs. Co.2004 - 2007
Job Sr Advisor CVS Caremark Govt Accounts
Industry Insurance
Experience
Financial Consulting AVP and ActuaryTexas International Life iNs. Co.2004 - 2007
Skills
SDLC, Risk Management, Business Analysis, Insurance, Management Consulting
Education
University of Illinois at Urbana-Champaign 1980 — 1985
B.S. Actuarial Science, B.A. German & International Economics, Risk Assessment and Management
Financial Consulting AVP and ActuaryTexas International Life iNs. Co.2004 - 2007
Skills
SDLC, Risk Management, Business Analysis, Insurance, Management Consulting
Education
University of Illinois at Urbana-Champaign 1980 — 1985
B.S. Actuarial Science, B.A. German & International Economics, Risk Assessment and Management
Scott Arrington's Financial Consulting Experience 1998 - 1999
Job CFO at Hill Country MHDD Centers
Industry Health, Wellness and Fitness
Experience
Hill Country MHDD Centers January 2002 - Present
IMC, Inc. 1999 - 2001
Financial Consulting 1998 - 1999
The Image Bank 1992 - 1998
Pearle Vision 1990 - 1992
Price Waterhouse 1987 - 1990
Skills
Variance Analysis, Cost Accounting, Cash Management, Financial Reporting, Managerial Finance, Budget Process, General Ledger, Financial Analysis, Accounting, Revenue Recognition, Banking Relationships, Small Business, Financial Audits, Financial Statements, Budgets, Cash Flow Forecasting, Access, Forecasting, GAAP, Microsoft Excel, Accounts Payable, Accounts Receivable, Internal Controls, Payroll, Financial Modeling, Mergers & Acquisitions, Due Diligence
Education
Texas A&M University 1983 — 1987
BBA, Accounting
Hill Country MHDD Centers January 2002 - Present
IMC, Inc. 1999 - 2001
Financial Consulting 1998 - 1999
The Image Bank 1992 - 1998
Pearle Vision 1990 - 1992
Price Waterhouse 1987 - 1990
Skills
Variance Analysis, Cost Accounting, Cash Management, Financial Reporting, Managerial Finance, Budget Process, General Ledger, Financial Analysis, Accounting, Revenue Recognition, Banking Relationships, Small Business, Financial Audits, Financial Statements, Budgets, Cash Flow Forecasting, Access, Forecasting, GAAP, Microsoft Excel, Accounts Payable, Accounts Receivable, Internal Controls, Payroll, Financial Modeling, Mergers & Acquisitions, Due Diligence
Education
Texas A&M University 1983 — 1987
BBA, Accounting
John Hyltin's Financial Consulting Experience 2001 - February 2010
Job Principal Inwood Capital Advisors
Industry Financial Services
Experience
Inwood Capital Advisors, LLC December 2011 - Present
Covendium February 2010 - December 2011
Financial Consulting 2001 - February 2010
Planet Airways, Inc. January 2003 - June 2005
Nunn Manufacturing Company 1995 - 2001
Tristar Gas Company 1991 - 1994
JM Petroleum Corporation 1988 - 1991
CEPEX, Inc. 1984 - 1988
Skills
Restructuring, Capital Markets, Corporate Finance, CRM, Mergers & Acquisitions, Entrepreneurship, Finance, Financial Structuring, Strategic Planning, Management, Portfolio Management, Due Diligence, Joint Ventures, Investments, Asset Management, Financial Modeling, Valuation, Real Estate, Financial Analysis, Real Estate Development, Strategic Financial...
Education
The University of Texas at Austin 1978 — 1980
BBA, Accounting
Texas Christian University 1976 — 1978
Accounting
Inwood Capital Advisors, LLC December 2011 - Present
Covendium February 2010 - December 2011
Financial Consulting 2001 - February 2010
Planet Airways, Inc. January 2003 - June 2005
Nunn Manufacturing Company 1995 - 2001
Tristar Gas Company 1991 - 1994
JM Petroleum Corporation 1988 - 1991
CEPEX, Inc. 1984 - 1988
Skills
Restructuring, Capital Markets, Corporate Finance, CRM, Mergers & Acquisitions, Entrepreneurship, Finance, Financial Structuring, Strategic Planning, Management, Portfolio Management, Due Diligence, Joint Ventures, Investments, Asset Management, Financial Modeling, Valuation, Real Estate, Financial Analysis, Real Estate Development, Strategic Financial...
Education
The University of Texas at Austin 1978 — 1980
BBA, Accounting
Texas Christian University 1976 — 1978
Accounting
Andrew Orser's Financial Consulting Experience April 2015 - Present
Job Director of Finance and Accounting at Sonoma Creamery
Industry Food Production
Experience
Financial Consulting April 2015 - Present
Sonoma Creamery LLC October 2013 - April 2015
Insight Editions March 2013 - October 2013
Sterling Caviar LLC / Stolt Sea Farms March 2005 - March 2013
Hunter Douglas / Bytheway's Mfg., Inc July 2004 - April 2005
Moss, Levy & Hartzheim CPA January 2002 - July 2004
Robert Half International / Accountemps February 1997 - January 2002
Skills
Benefits Administration, Financial Control, Financial Accounting, Human Resources, Cost Accounting, Inventory Control, Account Reconciliation, Analysis, Financial Audits, Management, Accounts Receivable, Payroll, Financial Analysis, Financial Reporting, Accounting, Auditing, Strategic Planning, Fixed Assets, Financial Statements, Financial Modeling, Accounts Payable
Education
California State University-Sacramento
Master of Business Administration (M.B.A.)
San Jose State University
Bachelor of Science, Business Administration / Accounting
Financial Consulting April 2015 - Present
Sonoma Creamery LLC October 2013 - April 2015
Insight Editions March 2013 - October 2013
Sterling Caviar LLC / Stolt Sea Farms March 2005 - March 2013
Hunter Douglas / Bytheway's Mfg., Inc July 2004 - April 2005
Moss, Levy & Hartzheim CPA January 2002 - July 2004
Robert Half International / Accountemps February 1997 - January 2002
Skills
Benefits Administration, Financial Control, Financial Accounting, Human Resources, Cost Accounting, Inventory Control, Account Reconciliation, Analysis, Financial Audits, Management, Accounts Receivable, Payroll, Financial Analysis, Financial Reporting, Accounting, Auditing, Strategic Planning, Fixed Assets, Financial Statements, Financial Modeling, Accounts Payable
Education
California State University-Sacramento
Master of Business Administration (M.B.A.)
San Jose State University
Bachelor of Science, Business Administration / Accounting
Anthony Gould's Financial Consulting Experience 2008 - Present
Job
Industry Financial Services
Experience
LifeStorage 2012 - Present
Financial Consulting 2008 - Present
Absolute Hire 2008 - 2010
Western Sierra Bancorp 2002 - 2007
Openwave Systems 2000 - 2001
Bay Area Bank 1988 - 2000
Deloitte 1985 - 1987
Skills
Budgets, Negotiation, Project Management, Financial Reporting, Financial Analysis, Budget Forecasts, Investment Banking, Banking, REIT, Accounting, Treasury, IT Management, Due Diligence, Mergers & Acquisitions, Investor Relations, Strategic Planning, SEC filings, Business Strategy, Debt Restructuring, Private Equity, Equity Valuation, Equity Capital Markets
Education
California State University-Hayward 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA), Accounting and Finance
LifeStorage 2012 - Present
Financial Consulting 2008 - Present
Absolute Hire 2008 - 2010
Western Sierra Bancorp 2002 - 2007
Openwave Systems 2000 - 2001
Bay Area Bank 1988 - 2000
Deloitte 1985 - 1987
Skills
Budgets, Negotiation, Project Management, Financial Reporting, Financial Analysis, Budget Forecasts, Investment Banking, Banking, REIT, Accounting, Treasury, IT Management, Due Diligence, Mergers & Acquisitions, Investor Relations, Strategic Planning, SEC filings, Business Strategy, Debt Restructuring, Private Equity, Equity Valuation, Equity Capital Markets
Education
California State University-Hayward 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA), Accounting and Finance
Adele Yan's Financial Consulting Experience August 1995 - December 1998
Job
Industry
Experience
ORANGE GROUP January 2003 - Present
Swiss Re May 2002 - November 2002
Orangehub January 1999 - December 2001
Financial Consulting August 1995 - December 1998
Goldman Sachs August 1993 - July 1995
Education
Harvard Law School 1995 — 1998
Doctor of Law (J.D.)
Mount Holyoke College 1991 — 1993
Bachelor of Arts (B.A.) cum laude, Economics and English
University of Chicago Graduate School of Business 1992 — 1992
Chicago Business Fellow Summer 1992
ORANGE GROUP January 2003 - Present
Swiss Re May 2002 - November 2002
Orangehub January 1999 - December 2001
Financial Consulting August 1995 - December 1998
Goldman Sachs August 1993 - July 1995
Education
Harvard Law School 1995 — 1998
Doctor of Law (J.D.)
Mount Holyoke College 1991 — 1993
Bachelor of Arts (B.A.) cum laude, Economics and English
University of Chicago Graduate School of Business 1992 — 1992
Chicago Business Fellow Summer 1992
Shawn O'Connell's Financial Consulting Experience September 2007 - July 2012
Job Operations Controller at Marotta Controls, Inc
Industry Automotive
Experience
Marotta Controls, Inc August 2012 - Present
Financial Consulting September 2007 - July 2012
Stellex Aerostructures, Inc. February 2003 - August 2007
Harvard Industries, Inc. December 1997 - January 2003
The Pullman Company, Imperial Eastman Division September 1993 - September 1997
The Pullman Company August 1991 - August 1993
Skills
Budgeting, Strategic Planning, Financial Modeling, GAAP, Valuation
Education
University of Notre Dame 1973 — 1977
BBA, Accounting
Marotta Controls, Inc August 2012 - Present
Financial Consulting September 2007 - July 2012
Stellex Aerostructures, Inc. February 2003 - August 2007
Harvard Industries, Inc. December 1997 - January 2003
The Pullman Company, Imperial Eastman Division September 1993 - September 1997
The Pullman Company August 1991 - August 1993
Skills
Budgeting, Strategic Planning, Financial Modeling, GAAP, Valuation
Education
University of Notre Dame 1973 — 1977
BBA, Accounting
Mike Kolanach's Financial Consulting Experience January 2012 - November 2012
Job Principal at Financial Consulting/Loan Review
Industry Financial Services
Experience
Financial Consulting/Loan Review January 2013 - Present
SEFCU November 2012 - January 2013
Financial Consulting January 2012 - November 2012
The Bank of Bennington September 2003 - December 2011
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Mortgage Lending, Insurance, Finance, Strategic Planning, Real Estate, Loans, Commercial Lending, Credit Analysis, Credit, Asset Management
Education
Corning Community College
AAS, Business Administration
Elmira College
BS, Business Administration
Financial Consulting/Loan Review January 2013 - Present
SEFCU November 2012 - January 2013
Financial Consulting January 2012 - November 2012
The Bank of Bennington September 2003 - December 2011
Skills
Investments, Banking, Portfolio Management, Financial Analysis, Mortgage Lending, Insurance, Finance, Strategic Planning, Real Estate, Loans, Commercial Lending, Credit Analysis, Credit, Asset Management
Education
Corning Community College
AAS, Business Administration
Elmira College
BS, Business Administration
Lesa Butler's Financial Consulting Experience January 2013 - Present
Job Senior Finance Professional at Financial Consulting
Industry Banking
Experience
Financial Consulting January 2013 - Present
Bank of America January 2008 - June 2012
Bank of America January 2000 - December 2007
Guaranty Bank, FSB January 1998 - December 1999
Guaranty Bank, FSB January 1991 - December 1997
First Gibraltar Bank, FSB January 1988 - December 1991
InterFirst Bank Dallas, N.A. January 1985 - December 1987
Skills
Structured Finance, Commercial Lending, Hotel Financing, Commercial Real Estate, Underwriting, Capital Markets, Financial Analysis, Strategic Planning, Treasury Management, Credit Risk, Portfolio Management, Credit Analysis, Manage Client..., Leadership, Investment Banking, Cash Flow Lending, Asset Based Lending, Syndications, Cross Selling, Drive Results, Mentoring, Strategic Negotiations, Loans, Covenants, Leveraged Finance, Subordinated Debt, Debt Restructuring, Credit, Banking, Real Estate Financing, Real Estate Economics, New Business Development, Valuation, Creative Solutions, Construction Loans, Financial Forecasting
Education
University of Illinois at Urbana-Champaign 1983 — 1985
Bachelor of Science (BS), Finance, High Honors
Financial Consulting January 2013 - Present
Bank of America January 2008 - June 2012
Bank of America January 2000 - December 2007
Guaranty Bank, FSB January 1998 - December 1999
Guaranty Bank, FSB January 1991 - December 1997
First Gibraltar Bank, FSB January 1988 - December 1991
InterFirst Bank Dallas, N.A. January 1985 - December 1987
Skills
Structured Finance, Commercial Lending, Hotel Financing, Commercial Real Estate, Underwriting, Capital Markets, Financial Analysis, Strategic Planning, Treasury Management, Credit Risk, Portfolio Management, Credit Analysis, Manage Client..., Leadership, Investment Banking, Cash Flow Lending, Asset Based Lending, Syndications, Cross Selling, Drive Results, Mentoring, Strategic Negotiations, Loans, Covenants, Leveraged Finance, Subordinated Debt, Debt Restructuring, Credit, Banking, Real Estate Financing, Real Estate Economics, New Business Development, Valuation, Creative Solutions, Construction Loans, Financial Forecasting
Education
University of Illinois at Urbana-Champaign 1983 — 1985
Bachelor of Science (BS), Finance, High Honors
Doug Joerger's Financial Consulting Experience 2003 - 2007
Job Plant Controller at Avery Dennison
Industry Accounting
Experience
Avery Dennison 2008 - Present
Robert Half Management Resources 2007 - 2008
Financial Consulting 2003 - 2007
Noonan Machine Company 1999 - 2002
Coach and Car Equipment Corp. 1997 - 1999
Aeroquip-Vickers Inc. 1994 - 1997
Aeroquip-Vickers Inc. 1993 - 1994
Aeroquip-Vickers Inc. 1991 - 1993
Schwinn Bicycle Company 1985 - 1991
Education
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Avery Dennison 2008 - Present
Robert Half Management Resources 2007 - 2008
Financial Consulting 2003 - 2007
Noonan Machine Company 1999 - 2002
Coach and Car Equipment Corp. 1997 - 1999
Aeroquip-Vickers Inc. 1994 - 1997
Aeroquip-Vickers Inc. 1993 - 1994
Aeroquip-Vickers Inc. 1991 - 1993
Schwinn Bicycle Company 1985 - 1991
Education
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Registered Nurse
RN
Web Developer
Customer Service Representative
Physician Assistant
Customer Service Associates
Elementary School Teacher
Construction Management