Grant Thornton
Industry: Accounting company
DescriptionGrant Thornton LLP is the American member firm of Grant Thornton International, the sixth largest accounting network in the world by combined fee income. Grant Thornton LLP is the sixth largest U.S. accounting and advisory organization. CEO: J. Michael (Mike) McGuire (1 Jan 2015–) Headquarters: Chicago, Illinois, United States Number of employees: 7,281 Founded: 1924 Subsidiaries: TayganPoint Consulting Group, Inc., ARRYVE LLC, Parent organization: Grant Thornton International
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Grant Thornton Employees
Employee
Years
Job
Industry
Decatur J. Holcombe V Decatur J. Holcombe V's Grant Thornton Experience 2012 - 2013
Job Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting 2013 - Present
Grant Thornton 2012 - 2013
Houlihan Lokey 2011 - 2012
PricewaterhouseCoopers 2007 - 2011
BobCAD-CAM 1999 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Restructuring, Mergers & Acquisitions, Accounting, Capital IQ, Management, Management Consulting, Strategy, Corporate FP&A
Education
University of California, Los Angeles
BA, Major: Business Economics, Minor: Accounting
FTI Consulting 2013 - Present
Grant Thornton 2012 - 2013
Houlihan Lokey 2011 - 2012
PricewaterhouseCoopers 2007 - 2011
BobCAD-CAM 1999 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Restructuring, Mergers & Acquisitions, Accounting, Capital IQ, Management, Management Consulting, Strategy, Corporate FP&A
Education
University of California, Los Angeles
BA, Major: Business Economics, Minor: Accounting
Tyson Grace Tyson Grace's Grant Thornton Experience June 2006 - June 2009
Job Graybach, LLC Member
Industry Construction
Experience
Graybach, LLC June 2007 - Present
GreeneStock Consulting LLC June 2009 - December 2011
Grant Thornton June 2006 - June 2009
Fifth Third Bank 2004 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Skills
SEC filings, Internal Controls, Auditing, Financial Analysis, Financial Reporting, Management, Budgets, Accounting, GAAP, Strategic Planning, Finance, General Contracting, Commercial Construction, Sales, Human Resources, Job Costing, Historical Renovations
Education
University of Cincinnati College of Business 1995 — 1998
BS, Accounting
Covington Catholic
Graybach, LLC June 2007 - Present
GreeneStock Consulting LLC June 2009 - December 2011
Grant Thornton June 2006 - June 2009
Fifth Third Bank 2004 - 2006
PricewaterhouseCoopers LLP 1998 - 2004
Skills
SEC filings, Internal Controls, Auditing, Financial Analysis, Financial Reporting, Management, Budgets, Accounting, GAAP, Strategic Planning, Finance, General Contracting, Commercial Construction, Sales, Human Resources, Job Costing, Historical Renovations
Education
University of Cincinnati College of Business 1995 — 1998
BS, Accounting
Covington Catholic
Chad Allan Neale Chad Allan Neale's Grant Thornton Experience September 2005 - March 2009
Job Director, Cybersecurity and Privacy (GCCC, GSLC, GCFE, CISA, IS027001 Implementor)
Industry Financial Services
Experience
PwC June 2014 - Present
PwC May 2012 - Present
San Diego Chapter ISACA Board 2013 - 2015
First Allied Securities March 2009 - May 2012
Grant Thornton September 2005 - March 2009
American IT Consulting January 2002 - September 2005
International Rectifier May 1999 - September 2001
International Rectifier May 1998 - March 2000
Skills
SOX, ISO 27001, CISA, Risk Assessment, SAS70, Security, IT Audit, Risk Mitigation, Vendor Management, Information Security..., Budgeting, Customer Relations, Sarbanes-Oxley Act, Budgets, Payment Industry, Risk Management, Information Security, Enterprise Risk..., COBIT, Customer Service, Business Process, Auditing, Internal Controls, Internal Audit, Management, Network Security, Information Technology, Computer Security, PCI DSS, Business Continuity, Management Consulting, Governance, Financial Risk, Business Development
Education
University of California, San Diego 1992 — 1996
Bachelors, Electrical Engineering
SANS Forensic 408
PwC June 2014 - Present
PwC May 2012 - Present
San Diego Chapter ISACA Board 2013 - 2015
First Allied Securities March 2009 - May 2012
Grant Thornton September 2005 - March 2009
American IT Consulting January 2002 - September 2005
International Rectifier May 1999 - September 2001
International Rectifier May 1998 - March 2000
Skills
SOX, ISO 27001, CISA, Risk Assessment, SAS70, Security, IT Audit, Risk Mitigation, Vendor Management, Information Security..., Budgeting, Customer Relations, Sarbanes-Oxley Act, Budgets, Payment Industry, Risk Management, Information Security, Enterprise Risk..., COBIT, Customer Service, Business Process, Auditing, Internal Controls, Internal Audit, Management, Network Security, Information Technology, Computer Security, PCI DSS, Business Continuity, Management Consulting, Governance, Financial Risk, Business Development
Education
University of California, San Diego 1992 — 1996
Bachelors, Electrical Engineering
SANS Forensic 408
Vicki Gleeson Vicki Gleeson's Grant Thornton Experience March 2006 - June 2007
Job Director of Human Resources at Russell Investments
Industry Accounting
Experience
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Jay Rueger Jay Rueger's Grant Thornton Experience October 2002 - June 2010
Job Senior Manager Business Tax Advisory
Industry Accounting
Experience
Ernst & Young June 2010 - Present
University of Cincinnati January 2015 - Present
Grant Thornton October 2002 - June 2010
Arthur Andersen June 2000 - September 2002
Skills
Partnership Taxation, Real Estate, Partnerships, Private Equity, Private Companies, Private Equity/Venture..., Real Estate Private..., Real Estate Transactions, Construction, Hospitality, Hospitality Industry, Limited Partnerships, Joint Ventures, International Joint..., Partnership Accounting, Start-up Consulting, Start-up Ventures, Venture Capital, Fund Of Funds, REIT, LLC, LLP, Private Equity Funding, Private Equity Firms
Education
University of Cincinnati College of Business 2002 — 2004
MS, Taxation
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting
Ernst & Young June 2010 - Present
University of Cincinnati January 2015 - Present
Grant Thornton October 2002 - June 2010
Arthur Andersen June 2000 - September 2002
Skills
Partnership Taxation, Real Estate, Partnerships, Private Equity, Private Companies, Private Equity/Venture..., Real Estate Private..., Real Estate Transactions, Construction, Hospitality, Hospitality Industry, Limited Partnerships, Joint Ventures, International Joint..., Partnership Accounting, Start-up Consulting, Start-up Ventures, Venture Capital, Fund Of Funds, REIT, LLC, LLP, Private Equity Funding, Private Equity Firms
Education
University of Cincinnati College of Business 2002 — 2004
MS, Taxation
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting
Jay Everingham Jay Everingham's Grant Thornton Experience 1986 - 1989
Job President at FANCLIQ, inc.
Industry Information Technology and Services
Experience
FANCLIQ, Inc. April 2014 - Present
QuakeDog, Inc. January 2008 - July 2011
Scope Check 2006 - 2008
ProgressReports.org 2004 - 2005
ClickPay Solutions, Inc. 2001 - 2005
OAN Services, Inc. 1998 - 2001
National Billing Exchange, Inc. 1990 - 1998
Grant Thornton 1986 - 1989
Skills
Start-ups, Entrepreneurship, Business Strategy, Strategic Partnerships, Product Management, Mergers, Venture Capital, Integration, Strategy, E-commerce, Management, Management Consulting, Mergers & Acquisitions, Team Building, Product Marketing, Mobile Applications, Product Development, Leadership, Mobile Devices, Sales, CRM, New Business Development, Digital Media, Telecommunications, Selling, Marketing Strategy, Competitive Analysis, Enterprise Software, Business Development, Java Development, UML Architect, Object Oriented Systems..., Business Modeling, Solutions Architect, Marketing, Training, Software Development, Cloud Computing, SaaS, Consulting, Executive Management, Project Management, Networking, Corporate Development, Integrated Marketing, Go-to-market Strategy, Cross-functional Team..., Business Planning, Analytics, Lead Generation
Education
University of California, Santa Barbara
BA
FANCLIQ, Inc. April 2014 - Present
QuakeDog, Inc. January 2008 - July 2011
Scope Check 2006 - 2008
ProgressReports.org 2004 - 2005
ClickPay Solutions, Inc. 2001 - 2005
OAN Services, Inc. 1998 - 2001
National Billing Exchange, Inc. 1990 - 1998
Grant Thornton 1986 - 1989
Skills
Start-ups, Entrepreneurship, Business Strategy, Strategic Partnerships, Product Management, Mergers, Venture Capital, Integration, Strategy, E-commerce, Management, Management Consulting, Mergers & Acquisitions, Team Building, Product Marketing, Mobile Applications, Product Development, Leadership, Mobile Devices, Sales, CRM, New Business Development, Digital Media, Telecommunications, Selling, Marketing Strategy, Competitive Analysis, Enterprise Software, Business Development, Java Development, UML Architect, Object Oriented Systems..., Business Modeling, Solutions Architect, Marketing, Training, Software Development, Cloud Computing, SaaS, Consulting, Executive Management, Project Management, Networking, Corporate Development, Integrated Marketing, Go-to-market Strategy, Cross-functional Team..., Business Planning, Analytics, Lead Generation
Education
University of California, Santa Barbara
BA
Matt Carothers Matt Carothers's Grant Thornton Experience November 1998 - December 2001
Job Director of Private Bank Tax Services at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank December 2001 - Present
Grant Thornton November 1998 - December 2001
Aronowitz, Chaiken & Hardesty CPAs 1996 - 1998
Skills
Tax, Financial Planning, Accounting, Income Tax, Strategic Financial..., Forecasting, General Ledger, Financial Accounting, Auditing
Education
University of Cincinnati College of Business 1989 — 1995
BBA, Accounting
Fifth Third Bank December 2001 - Present
Grant Thornton November 1998 - December 2001
Aronowitz, Chaiken & Hardesty CPAs 1996 - 1998
Skills
Tax, Financial Planning, Accounting, Income Tax, Strategic Financial..., Forecasting, General Ledger, Financial Accounting, Auditing
Education
University of Cincinnati College of Business 1989 — 1995
BBA, Accounting
Suzanne Frazier, MBA's Grant Thornton Experience August 2004 - May 2007
Job I 💚 HR!
Industry Human Resources
Experience
Hotel Andaluz August 2014 - October 2014
Hyatt Regency Tamaya Resort & Spa August 2007 - August 2014
Hyatt Regency Tamaya Resort & Spa May 2007 - August 2007
Grant Thornton August 2004 - May 2007
Meyners + Company April 2002 - August 2004
KPMG 1999 - 2002
Summit Electric Supply 1998 - 1999
Excel Staffing 1996 - 1998
Skills
Employee Relations, Employee Engagement, Human Resources, Recruiting, Performance Management, Training, Leadership Development, Payroll, Employee Benefits, Management, Onboarding, HRIS, Benefits Administration, Applicant Tracking..., Talent Acquisition, Hiring, Deferred Compensation, Leadership, Talent Management, Technical Recruiting, Team Building, Strategic Planning, Organizational..., Succession Planning, Coaching, Sourcing, New Hire Orientations, Employee Training, Customer Service, Interviews, Strategy, College Recruiting, Compensation, Conflict Resolution, Performance Appraisal, Workforce Planning, Budgets, Event Planning, HR Policies, Public Speaking, Sales, FMLA, Policy, Microsoft Office, Social Networking, Time Management, Negotiation, Influence Others
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
University of Colorado Boulder 1978 — 1982
B.S., Business Administration and Management, General
Baltic High School
Hotel Andaluz August 2014 - October 2014
Hyatt Regency Tamaya Resort & Spa August 2007 - August 2014
Hyatt Regency Tamaya Resort & Spa May 2007 - August 2007
Grant Thornton August 2004 - May 2007
Meyners + Company April 2002 - August 2004
KPMG 1999 - 2002
Summit Electric Supply 1998 - 1999
Excel Staffing 1996 - 1998
Skills
Employee Relations, Employee Engagement, Human Resources, Recruiting, Performance Management, Training, Leadership Development, Payroll, Employee Benefits, Management, Onboarding, HRIS, Benefits Administration, Applicant Tracking..., Talent Acquisition, Hiring, Deferred Compensation, Leadership, Talent Management, Technical Recruiting, Team Building, Strategic Planning, Organizational..., Succession Planning, Coaching, Sourcing, New Hire Orientations, Employee Training, Customer Service, Interviews, Strategy, College Recruiting, Compensation, Conflict Resolution, Performance Appraisal, Workforce Planning, Budgets, Event Planning, HR Policies, Public Speaking, Sales, FMLA, Policy, Microsoft Office, Social Networking, Time Management, Negotiation, Influence Others
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
University of Colorado Boulder 1978 — 1982
B.S., Business Administration and Management, General
Baltic High School
Peter Chang's Grant Thornton Experience 1997 - 1998
Job Founder & CEO at odrive
Industry Computer Software
Experience
odrive August 2014 - Present
Oxygen Cloud January 2009 - August 2014
LeapFILE January 2004 - December 2008
Raining Data 2002 - 2003
Sonic Software/Progress Software 2001 - 2002
Pipeline Software 1999 - 2001
Progress Software 1998 - 1999
Grant Thornton 1997 - 1998
Xilinx 1996 - 1997
IBM 1995 - 1996
Skills
Cloud Computing, SaaS, Enterprise Software, Entrepreneurship
Education
University of California, Berkeley 1992 — 1995
BA, Economics
odrive August 2014 - Present
Oxygen Cloud January 2009 - August 2014
LeapFILE January 2004 - December 2008
Raining Data 2002 - 2003
Sonic Software/Progress Software 2001 - 2002
Pipeline Software 1999 - 2001
Progress Software 1998 - 1999
Grant Thornton 1997 - 1998
Xilinx 1996 - 1997
IBM 1995 - 1996
Skills
Cloud Computing, SaaS, Enterprise Software, Entrepreneurship
Education
University of California, Berkeley 1992 — 1995
BA, Economics
Phil Gordon Phil Gordon's Grant Thornton Experience 1977 - 1982
Job Audit Director / Controls Consultant
Industry Accounting
Experience
Interactive Business Systems, Inc. 2013 - 2014
Schawk, Inc. 2009 - 2012
Mosaic 2004 - 2008
Valspar 1999 - 2004
Cargill 1986 - 1999
Kroger 1982 - 1986
Grant Thornton 1977 - 1982
Skills
Internal Audit, Auditing, Financial Accounting, Enterprise Risk..., Fraud, ERP Implementations, Certified Fraud Examiner, Certified Internal..., CPA, CMA, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Strategy, Sarbanes-Oxley, Finance, Due Diligence, Financial Audits, External Audit, Financial Reporting, Accounting, Business Process, SEC filings, ERP, IT Audit, GAAP, Cost Accounting, Consolidation, US GAAP, Financial Risk, COSO, Revenue Recognition, Acquisition Integration, Financial Analysis, Business Process..., Executive Management, Variance Analysis, Cash Management, Mergers & Acquisitions, Financial Modeling, Hyperion Enterprise, SAP, Forecasting, General Ledger, Risk Management, Tax, Cash Flow, PeopleSoft, SEC Filings
Education
University of Central Missouri 1976 — 1977
MBA, Accounting
University of Delaware - Lerner College of Business and Economics 1972 — 1976
Bachelor of Science, Accounting
Interactive Business Systems, Inc. 2013 - 2014
Schawk, Inc. 2009 - 2012
Mosaic 2004 - 2008
Valspar 1999 - 2004
Cargill 1986 - 1999
Kroger 1982 - 1986
Grant Thornton 1977 - 1982
Skills
Internal Audit, Auditing, Financial Accounting, Enterprise Risk..., Fraud, ERP Implementations, Certified Fraud Examiner, Certified Internal..., CPA, CMA, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Strategy, Sarbanes-Oxley, Finance, Due Diligence, Financial Audits, External Audit, Financial Reporting, Accounting, Business Process, SEC filings, ERP, IT Audit, GAAP, Cost Accounting, Consolidation, US GAAP, Financial Risk, COSO, Revenue Recognition, Acquisition Integration, Financial Analysis, Business Process..., Executive Management, Variance Analysis, Cash Management, Mergers & Acquisitions, Financial Modeling, Hyperion Enterprise, SAP, Forecasting, General Ledger, Risk Management, Tax, Cash Flow, PeopleSoft, SEC Filings
Education
University of Central Missouri 1976 — 1977
MBA, Accounting
University of Delaware - Lerner College of Business and Economics 1972 — 1976
Bachelor of Science, Accounting
Frankie Cronin's Grant Thornton Experience February 2013 - August 2014
Job Manager Financial Services Advisory Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2014 - Present
Grant Thornton February 2013 - August 2014
Grant Thornton September 2010 - January 2013
Grant Thornton Ireland November 2006 - May 2008
Skills
Risk Management, Internal Audit, Internal Controls, Global Regulatory..., SOX 404, IT Audit, Project Management, Financial Modeling, AML, Communication, Management Consulting, Management
Education
Institute of Project Management Ireland 2013 — 2013
Certified Diploma in Project Management, Project Management
Institute of Bankers / ACOI 2012 — 2013
Professional Certificate in Compliance, Compliance
ISACA 2009 — 2010
CISA, Certified Information Systems Auditor
Institute of Chartered Accountants in Ireland 2006 — 2010
ACA
University College Dublin 2002 — 2006
BA, Economics and Information Studies
Terenure College 1996 — 2002
Leaving Certificate
Grant Thornton LLP September 2014 - Present
Grant Thornton February 2013 - August 2014
Grant Thornton September 2010 - January 2013
Grant Thornton Ireland November 2006 - May 2008
Skills
Risk Management, Internal Audit, Internal Controls, Global Regulatory..., SOX 404, IT Audit, Project Management, Financial Modeling, AML, Communication, Management Consulting, Management
Education
Institute of Project Management Ireland 2013 — 2013
Certified Diploma in Project Management, Project Management
Institute of Bankers / ACOI 2012 — 2013
Professional Certificate in Compliance, Compliance
ISACA 2009 — 2010
CISA, Certified Information Systems Auditor
Institute of Chartered Accountants in Ireland 2006 — 2010
ACA
University College Dublin 2002 — 2006
BA, Economics and Information Studies
Terenure College 1996 — 2002
Leaving Certificate
Adam Boaman Adam Boaman's Grant Thornton Experience October 2009 - Present
Job Manager at GRANT THORNTON
Industry Information Technology and Services
Experience
GRANT THORNTON October 2009 - Present
Deloitte & Touche 2007 - 2009
Ernst & Young 2006 - 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SDLC, Enterprise Risk..., IT Audit, Internal Audit, Risk Management, Sarbanes-Oxley, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting
GRANT THORNTON October 2009 - Present
Deloitte & Touche 2007 - 2009
Ernst & Young 2006 - 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, SDLC, Enterprise Risk..., IT Audit, Internal Audit, Risk Management, Sarbanes-Oxley, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting
Irina Berkon's Grant Thornton Experience August 2010 - November 2013
Job Director, Finance at TubeMogul, Inc.
Industry Accounting
Experience
TubeMogul, Inc. April 2015 - Present
TubeMogul, Inc. November 2013 - Present
Grant Thornton August 2010 - November 2013
Grant Thornton LLP August 2004 - August 2010
UC Santa Cruz April 2003 - May 2004
UC Santa Cruz September 2002 - May 2003
Skills
External Audit, Financial Accounting, GAAP, US GAAP, SOX 404, SEC filings, Start-ups, Revenue Recognition, Food & Beverage, Semiconductor Industry, Restaurants, CPA, IFRS, Cost Accounting, SEC Financial Reporting, SaaS, Stock Compensation, Software Implementation, ESPP, SEC Filings
Education
University of California, Santa Cruz 2001 — 2004
Business management, Economics, Accounting
TubeMogul, Inc. April 2015 - Present
TubeMogul, Inc. November 2013 - Present
Grant Thornton August 2010 - November 2013
Grant Thornton LLP August 2004 - August 2010
UC Santa Cruz April 2003 - May 2004
UC Santa Cruz September 2002 - May 2003
Skills
External Audit, Financial Accounting, GAAP, US GAAP, SOX 404, SEC filings, Start-ups, Revenue Recognition, Food & Beverage, Semiconductor Industry, Restaurants, CPA, IFRS, Cost Accounting, SEC Financial Reporting, SaaS, Stock Compensation, Software Implementation, ESPP, SEC Filings
Education
University of California, Santa Cruz 2001 — 2004
Business management, Economics, Accounting
Rory Holmes CA(SA)'s Grant Thornton Experience January 2014 - December 2014
Job Accounting professional
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Grant Thornton January 2014 - December 2014
PKF (CPT) Inc January 2012 - December 2013
Varsity Cup January 2009 - December 2009
Skills
External Audit, IFRS, Financial Accounting, Financial Reporting, Assurance, Internal Controls, Accounting, GAAP, Income Tax, Auditing, Financial Statements, Tax, Financial Audits, Internal Audit, Corporate Tax
Education
University of Cape Town
Post Graduate Diploma in Accounting, Accounting (PGDA)
University of Cape Town
B.Comm, Accounting
Hilton College
Matric, High School
Grant Thornton LLP January 2015 - Present
Grant Thornton January 2014 - December 2014
PKF (CPT) Inc January 2012 - December 2013
Varsity Cup January 2009 - December 2009
Skills
External Audit, IFRS, Financial Accounting, Financial Reporting, Assurance, Internal Controls, Accounting, GAAP, Income Tax, Auditing, Financial Statements, Tax, Financial Audits, Internal Audit, Corporate Tax
Education
University of Cape Town
Post Graduate Diploma in Accounting, Accounting (PGDA)
University of Cape Town
B.Comm, Accounting
Hilton College
Matric, High School
Joseph Amalfitano's Grant Thornton Experience 2007 - 2007
Job IT Specialist at Social Security Administration
Industry Government Administration
Experience
Social Security Administration September 2009 - Present
Grant Thornton 2007 - 2007
Skills
FISMA, Active Directory, Visio, Federal Government, Data Analysis, Microsoft Office, Systems Analysis, SharePoint, Windows 7, Troubleshooting, Security, Information Assurance, Government, Database Administration, Access
Education
University of Central Florida 2008 — 2009
MSA, Management Information Systems
University of Central Florida 2007 — 2008
MSA, Accounting
University of Central Florida 2002 — 2006
BSBA, Management Information Systems; Accounting
Social Security Administration September 2009 - Present
Grant Thornton 2007 - 2007
Skills
FISMA, Active Directory, Visio, Federal Government, Data Analysis, Microsoft Office, Systems Analysis, SharePoint, Windows 7, Troubleshooting, Security, Information Assurance, Government, Database Administration, Access
Education
University of Central Florida 2008 — 2009
MSA, Management Information Systems
University of Central Florida 2007 — 2008
MSA, Accounting
University of Central Florida 2002 — 2006
BSBA, Management Information Systems; Accounting
Lesley (Rivard) Nau's Grant Thornton Experience April 2013 - September 2013
Job Vice President, Corporate Financial Services, Orange Lake Resorts
Industry Accounting
Experience
Orange Lake Resorts, Holiday Inn Club Vacations May 2015 - Present
Universal Orlando September 2013 - April 2015
Grant Thornton April 2013 - September 2013
Grant Thornton LLP September 2011 - April 2013
Grant Thornton LLP July 2002 - September 2011
Arthur Andersen September 2001 - July 2002
Stephen G. Brown, LLC 1999 - 2001
Education
University of Central Florida 1995 — 2001
BS in Accounting and MBA, Accounting
Orange Lake Resorts, Holiday Inn Club Vacations May 2015 - Present
Universal Orlando September 2013 - April 2015
Grant Thornton April 2013 - September 2013
Grant Thornton LLP September 2011 - April 2013
Grant Thornton LLP July 2002 - September 2011
Arthur Andersen September 2001 - July 2002
Stephen G. Brown, LLC 1999 - 2001
Education
University of Central Florida 1995 — 2001
BS in Accounting and MBA, Accounting
Heather Beem Heather Beem's Grant Thornton Experience August 2007 - February 2011
Job Senior Property Accountant at RED Development
Industry Financial Services
Experience
RED Development January 2011 - Present
GRANT THORNTON August 2007 - February 2011
Bank Midwest June 2005 - July 2007
Skills
Tax, Management, Financial Analysis, Microsoft Office, Budgets, Accounting, Auditing, Financial Accounting, Financial Statements, Finance, Internal Controls, Financial Audits, GAAP
Education
University of Central Missouri 2003 — 2007
B.S.B.A., Accounting
RED Development January 2011 - Present
GRANT THORNTON August 2007 - February 2011
Bank Midwest June 2005 - July 2007
Skills
Tax, Management, Financial Analysis, Microsoft Office, Budgets, Accounting, Auditing, Financial Accounting, Financial Statements, Finance, Internal Controls, Financial Audits, GAAP
Education
University of Central Missouri 2003 — 2007
B.S.B.A., Accounting
Ronald Althaus CFPIM,CSCP,CIRM,CPM Ronald Althaus CFPIM,CSCP,CIRM,CPM's Grant Thornton Experience January 1991 - August 2000
Job Instructor in all APICS Certification Programs
Industry Logistics and Supply Chain
Experience
Althaus Educational Services January 2000 - Present
Toastmasters International Cincinnati Chapter April 1999 - Present
APICS 1984 - 2013
Toastmasters Club 472 2004 - 2011
NKY Chamber 2009 - 2010
APICS 2002 - 2006
Grant Thornton January 1991 - August 2000
Hillman Fastener January 1985 - December 1990
American Power Equipment January 1978 - December 1984
Skills
Inventory Management, Lean Manufacturing, Materials Management, Manufacturing, Purchasing, Inventory Control, ERP, Continuous Improvement, Process Improvement, Supply Chain Management, Logistics, Operations Management, Supply Chain, Warehousing, Strategic Planning, Planning, Quality Management, Cost Reduction, APICS, Production, MRP, Production Planning, Procurement, Strategic Sourcing, Transportation, Sales Operations, Business Process..., Supplier Management, Logistics Management, Warehouse Management, Supply Chain..., Scheduling, Kaizen, Program Management, Contract Management, Training, Instructor-led Training, Teaching, Project Planning, Coaching, Cross-functional Team..., Supply Management, Budgets, Operational Excellence, Materials
Education
University of Cincinnati 1962 — 1966
BS, Chemistry
Xavier University
Althaus Educational Services January 2000 - Present
Toastmasters International Cincinnati Chapter April 1999 - Present
APICS 1984 - 2013
Toastmasters Club 472 2004 - 2011
NKY Chamber 2009 - 2010
APICS 2002 - 2006
Grant Thornton January 1991 - August 2000
Hillman Fastener January 1985 - December 1990
American Power Equipment January 1978 - December 1984
Skills
Inventory Management, Lean Manufacturing, Materials Management, Manufacturing, Purchasing, Inventory Control, ERP, Continuous Improvement, Process Improvement, Supply Chain Management, Logistics, Operations Management, Supply Chain, Warehousing, Strategic Planning, Planning, Quality Management, Cost Reduction, APICS, Production, MRP, Production Planning, Procurement, Strategic Sourcing, Transportation, Sales Operations, Business Process..., Supplier Management, Logistics Management, Warehouse Management, Supply Chain..., Scheduling, Kaizen, Program Management, Contract Management, Training, Instructor-led Training, Teaching, Project Planning, Coaching, Cross-functional Team..., Supply Management, Budgets, Operational Excellence, Materials
Education
University of Cincinnati 1962 — 1966
BS, Chemistry
Xavier University
Michael S. Koch, CPA Michael S. Koch, CPA's Grant Thornton Experience September 1999 - October 2004
Job Member at The Koch Group LLC
Industry Accounting
Experience
The Koch Group LLC January 2013 - Present
SS&G January 2007 - May 2013
Rippe & Kingston November 2004 - December 2006
Grant Thornton September 1999 - October 2004
Andrew Littner LLC December 1997 - August 1999
Skills
Tax, Accounting, CPA, Business Advisory, Strategic Planning, Tax Audit Representation, Tax Research
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Accounting
St. Xavier High School 1991 — 1995
The Koch Group LLC January 2013 - Present
SS&G January 2007 - May 2013
Rippe & Kingston November 2004 - December 2006
Grant Thornton September 1999 - October 2004
Andrew Littner LLC December 1997 - August 1999
Skills
Tax, Accounting, CPA, Business Advisory, Strategic Planning, Tax Audit Representation, Tax Research
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Accounting
St. Xavier High School 1991 — 1995
Amy (Ragland) Kramer Amy (Ragland) Kramer's Grant Thornton Experience August 2014 - Present
Job Human Resources Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton August 2014 - Present
Grant Thornton September 2008 - Present
Grant Thornton August 2006 - August 2008
Grant Thornton September 2004 - July 2006
Skills
Internal Controls, Auditing, Internal Audit, GAAP, Budgets, CPA, US GAAP, SEC filings, Accounting
Education
University of Dayton 1999 — 2004
Masters in Business Administration, Accounting
Grant Thornton August 2014 - Present
Grant Thornton September 2008 - Present
Grant Thornton August 2006 - August 2008
Grant Thornton September 2004 - July 2006
Skills
Internal Controls, Auditing, Internal Audit, GAAP, Budgets, CPA, US GAAP, SEC filings, Accounting
Education
University of Dayton 1999 — 2004
Masters in Business Administration, Accounting
Randy Roehm Randy Roehm's Grant Thornton Experience March 2008 - Present
Job Partner at Grant Thornton
Industry Information Technology and Services
Experience
Grant Thornton March 2008 - Present
Protiviti May 2002 - March 2008
Arthur Andersen LLP June 1996 - May 2002
Deloitte & Touche June 1982 - June 1996
Skills
Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., CISA, Internal Controls, Internal Audit, Risk Management, Management Consulting, Sarbanes-Oxley, Auditing, SAS70, Mergers & Acquisitions, SEC filings, COSO, CPA, US GAAP, GAAP, External Audit, Revenue Recognition, SOX 404, Financial Reporting, Assurance, Accounting, Governance, Financial Accounting, Due Diligence
Education
University of Colorado Denver 1978 — 1982
B.S., Accounting and Computer Science
Grant Thornton March 2008 - Present
Protiviti May 2002 - March 2008
Arthur Andersen LLP June 1996 - May 2002
Deloitte & Touche June 1982 - June 1996
Skills
Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., CISA, Internal Controls, Internal Audit, Risk Management, Management Consulting, Sarbanes-Oxley, Auditing, SAS70, Mergers & Acquisitions, SEC filings, COSO, CPA, US GAAP, GAAP, External Audit, Revenue Recognition, SOX 404, Financial Reporting, Assurance, Accounting, Governance, Financial Accounting, Due Diligence
Education
University of Colorado Denver 1978 — 1982
B.S., Accounting and Computer Science
Hunter Henley Hunter Henley's Grant Thornton Experience 2004 - 2007
Job Manager IT Advisory at KPMG LLP
Industry Management Consulting
Experience
KPMG LLP September 2013 - Present
PwC June 2012 - September 2013
Protiviti March 2007 - June 2012
Grant Thornton 2004 - 2007
JCPenney December 1999 - August 2004
Skills
IT Audit, Sarbanes-Oxley, IT Service Management, SSAE16, SAS70, Auditing, Risk Management, Quality Auditing, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security, Enterprise Risk..., Information Security..., Risk Assessment, Governance, CISSP, COSO, Information Technology, Financial Risk, Project Portfolio..., Hyperion Enterprise, SAP R/3, Leadership, Internal Controls, ISO 27001, Management, Financial Reporting, SSAE 16, Internal Audit, Assurance, External Audit, Financial Audits, Business Process..., COBIT, Business Continuity, ITGC
Education
University of Arkansas at Fayetteville 1993 — 1997
B.S.B.A, Computer Info. Systems & Quantitative Analysis
University of Arikansas at Fayetteville
Computer Information Systems & Quantitative Analysis
KPMG LLP September 2013 - Present
PwC June 2012 - September 2013
Protiviti March 2007 - June 2012
Grant Thornton 2004 - 2007
JCPenney December 1999 - August 2004
Skills
IT Audit, Sarbanes-Oxley, IT Service Management, SSAE16, SAS70, Auditing, Risk Management, Quality Auditing, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security, Enterprise Risk..., Information Security..., Risk Assessment, Governance, CISSP, COSO, Information Technology, Financial Risk, Project Portfolio..., Hyperion Enterprise, SAP R/3, Leadership, Internal Controls, ISO 27001, Management, Financial Reporting, SSAE 16, Internal Audit, Assurance, External Audit, Financial Audits, Business Process..., COBIT, Business Continuity, ITGC
Education
University of Arkansas at Fayetteville 1993 — 1997
B.S.B.A, Computer Info. Systems & Quantitative Analysis
University of Arikansas at Fayetteville
Computer Information Systems & Quantitative Analysis
Adam Hines Adam Hines's Grant Thornton Experience January 2006 - Present
Job SALT Senior Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton January 2006 - Present
Skills
Tax, Multi-State Sales Tax, Tax Research, SEC filings, State Tax, Income Tax, Corporate Tax, Tax Accounting, CPA, Partnership Taxation
Education
University of Cincinnati College of Business 2005 — 2006
N.A., Accounting
University of Cincinnati College of Law 2002 — 2005
J.D., Law
Vanderbilt University 1998 — 2002
B.A., Economics, Political Science
University of Melbourne 2001 — 2001
N.A., Economics
Grant Thornton January 2006 - Present
Skills
Tax, Multi-State Sales Tax, Tax Research, SEC filings, State Tax, Income Tax, Corporate Tax, Tax Accounting, CPA, Partnership Taxation
Education
University of Cincinnati College of Business 2005 — 2006
N.A., Accounting
University of Cincinnati College of Law 2002 — 2005
J.D., Law
Vanderbilt University 1998 — 2002
B.A., Economics, Political Science
University of Melbourne 2001 — 2001
N.A., Economics
Bryan Benefiel, CPA Bryan Benefiel, CPA's Grant Thornton Experience February 1999 - December 2001
Job Director of Financial Planning & Analysis
Industry Accounting
Experience
City of Atlanta - Hartsfield-Jackson Atlanta International Airport October 2012 - Present
City of Atlanta December 2009 - September 2012
American Cancer Society April 2007 - October 2009
American Cancer Society July 2004 - April 2007
Accord Human Resources December 2001 - July 2004
Grant Thornton February 1999 - December 2001
Skills
Financial Reporting, Accounting, Internal Controls, Analysis, Finance, Management, General Ledger, Auditing, CPA, Payroll, Strategic Planning, Leadership, Strategic Financial..., Risk Management, ERP, Cash Management, Financial Analysis, Budgeting, Project Management, Aviation, Airport Management, Budgets, Process Improvement, Financial Planning
Education
Concordia University 2015 — 2015
Airport Executive Leadership Program (AELP)
University of Central Oklahoma
Bachelor of Science, Accounting
City of Atlanta - Hartsfield-Jackson Atlanta International Airport October 2012 - Present
City of Atlanta December 2009 - September 2012
American Cancer Society April 2007 - October 2009
American Cancer Society July 2004 - April 2007
Accord Human Resources December 2001 - July 2004
Grant Thornton February 1999 - December 2001
Skills
Financial Reporting, Accounting, Internal Controls, Analysis, Finance, Management, General Ledger, Auditing, CPA, Payroll, Strategic Planning, Leadership, Strategic Financial..., Risk Management, ERP, Cash Management, Financial Analysis, Budgeting, Project Management, Aviation, Airport Management, Budgets, Process Improvement, Financial Planning
Education
Concordia University 2015 — 2015
Airport Executive Leadership Program (AELP)
University of Central Oklahoma
Bachelor of Science, Accounting
Kristi Cawthorn Zadderey's Grant Thornton Experience May 1993 - February 1998
Job President, Startec Refrigeration Compression and Process Solutions
Industry Oil & Energy
Experience
Startec Refrigeration Compression Process Solutions August 2002 - Present
Compton Petroleum February 1998 - March 2002
Grant Thornton May 1993 - February 1998
Education
CICA 1993 — 1995
CA, Accounting
The University of Calgary 1988 — 1993
B.Comm, Marketing, Accounting
Other
Startec Refrigeration Compression Process Solutions August 2002 - Present
Compton Petroleum February 1998 - March 2002
Grant Thornton May 1993 - February 1998
Education
CICA 1993 — 1995
CA, Accounting
The University of Calgary 1988 — 1993
B.Comm, Marketing, Accounting
Other
Greg Gandy's Grant Thornton Experience 1983 - 1993
Job Tax Director/Shareholder at BiggsKofford
Industry Accounting
Experience
BiggsKofford June 1993 - Present
BiggsKofford June 1993 - Present
BiggsKofford June 1993 - Present
Grant Thornton 1983 - 1993
Skills
Real Estate Taxation, Business Transaction..., Estate Tax Planning, High Net Worth..., Real Estate Transactions, Tax, Property Tax, Estate Planning, Finance, Management Consulting, Real Estate
Education
University of Colorado Colorado Springs 1979 — 1983
BS Business, Accounting
BiggsKofford June 1993 - Present
BiggsKofford June 1993 - Present
BiggsKofford June 1993 - Present
Grant Thornton 1983 - 1993
Skills
Real Estate Taxation, Business Transaction..., Estate Tax Planning, High Net Worth..., Real Estate Transactions, Tax, Property Tax, Estate Planning, Finance, Management Consulting, Real Estate
Education
University of Colorado Colorado Springs 1979 — 1983
BS Business, Accounting
Stephanie Schiller, CPA's Grant Thornton Experience January 2007 - April 2007
Job Senior Audit Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2013 - Present
Plante Moran September 2009 - February 2013
Jackson, Rolfes, Spurgeon & Co. June 2008 - July 2009
University of Dayton August 2008 - May 2009
Grant Thornton January 2007 - April 2007
Skills
Auditing, Internal Controls, CPA, Financial Reporting, Accounting
Education
University of Dayton 2004 — 2009
MBA, Accounting
Fidelity Investments February 2013 - Present
Plante Moran September 2009 - February 2013
Jackson, Rolfes, Spurgeon & Co. June 2008 - July 2009
University of Dayton August 2008 - May 2009
Grant Thornton January 2007 - April 2007
Skills
Auditing, Internal Controls, CPA, Financial Reporting, Accounting
Education
University of Dayton 2004 — 2009
MBA, Accounting
Joseph DeLiberato, CPA's Grant Thornton Experience November 2009 - May 2013
Job Senior Accountant at Arhaus Furniture
Industry Accounting
Experience
Arhaus Furniture June 2013 - Present
Grant Thornton November 2009 - May 2013
University of Dayton April 2008 - May 2009
Kentner Sellers CPAs January 2008 - April 2008
Kentner Sellers CPAs January 2007 - April 2007
Skills
Account Reconciliation, GAAP, Sarbanes-Oxley Act
Education
University of Dayton 2004 — 2009
BSB, MBA, Accounting
Arhaus Furniture June 2013 - Present
Grant Thornton November 2009 - May 2013
University of Dayton April 2008 - May 2009
Kentner Sellers CPAs January 2008 - April 2008
Kentner Sellers CPAs January 2007 - April 2007
Skills
Account Reconciliation, GAAP, Sarbanes-Oxley Act
Education
University of Dayton 2004 — 2009
BSB, MBA, Accounting
Marwan Jomha Marwan Jomha's Grant Thornton Experience January 2006 - November 2013
Job CFO & General Manager at Exel Systems Inc.
Industry Accounting
Experience
Exel Systems Inc. November 2013 - Present
Exel Systems Inc. 2013 - 2014
Grant Thornton January 2006 - November 2013
KPMG September 1995 - January 2006
Skills
Management Consulting, Business Valuation, IFRS, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Corporate Tax, GAAP, Divestitures, Internal Controls, Finance, Assurance, Tax, Restructuring, Income Tax, Forensic Accounting, Financial Reporting
Education
York University 1999 — 2001
CBV, Business Valuation
University of Alberta 1993 — 1996
B.Comm, Accounting
Exel Systems Inc. November 2013 - Present
Exel Systems Inc. 2013 - 2014
Grant Thornton January 2006 - November 2013
KPMG September 1995 - January 2006
Skills
Management Consulting, Business Valuation, IFRS, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Corporate Tax, GAAP, Divestitures, Internal Controls, Finance, Assurance, Tax, Restructuring, Income Tax, Forensic Accounting, Financial Reporting
Education
York University 1999 — 2001
CBV, Business Valuation
University of Alberta 1993 — 1996
B.Comm, Accounting
Shantiya Tia Hughes Shantiya Tia Hughes's Grant Thornton Experience 2005 - 2007
Job Real Estate Agent & Consultant at Rodeo Realty, Inc.
Industry Real Estate
Experience
Rodeo Realty, Inc. 2013 - Present
Coldwell Banker Residential Brokerage 2010 - 2013
Wilshire Holdings LLC July 2007 - June 2010
Grant Thornton 2005 - 2007
Skills
Real Estate, Accounting, Investment Properties, Sellers, Investors, Buyer Representation, Residential Homes, Property, Property Management, Referrals, Marketing, Entrepreneurship, Financial Analysis, Sales, Strategy, Investments, Asset Management, Rentals, Finance, Public Speaking, Tax, Relocation
Education
University of California, Santa Barbara 2001 — 2005
B.A., Business Economics, emphasis in Accounting
Rodeo Realty, Inc. 2013 - Present
Coldwell Banker Residential Brokerage 2010 - 2013
Wilshire Holdings LLC July 2007 - June 2010
Grant Thornton 2005 - 2007
Skills
Real Estate, Accounting, Investment Properties, Sellers, Investors, Buyer Representation, Residential Homes, Property, Property Management, Referrals, Marketing, Entrepreneurship, Financial Analysis, Sales, Strategy, Investments, Asset Management, Rentals, Finance, Public Speaking, Tax, Relocation
Education
University of California, Santa Barbara 2001 — 2005
B.A., Business Economics, emphasis in Accounting
Cynthia L. M. Brown Cynthia L. M. Brown's Grant Thornton Experience 1998 - 2003
Job Attorney at Law & Certified Public Accountant
Industry Law Practice
Experience
Cynthia L. M. Brown, Attorney at Law & Certified Public Accountant 2006 - Present
Sallmann, Yang & Alameda 2003 - 2006
Grant Thornton 1998 - 2003
Arthur Andersen 1990 - 1994
Skills
Estate Planning, Tax, Tax Law, Tax Research, Tax Preparation, International Tax, Trusts, Income Tax, High Net Worth..., Financial Planners, Auditing, CPA, Financial Statements, Tax Returns, Legal Writing, Litigation, Corporate Law, Wills, Estate Tax Planning, Financial Services, State Tax, LLC, Gift Tax, Estate Administration, Partnership Taxation, Business Formation, Powers of Attorney
Education
University of California, Hastings College of the Law 1987 — 1990
Juris Doctor, Law
University of California, Davis 1980 — 1984
Bachelor of Arts, English Literature
Cynthia L. M. Brown, Attorney at Law & Certified Public Accountant 2006 - Present
Sallmann, Yang & Alameda 2003 - 2006
Grant Thornton 1998 - 2003
Arthur Andersen 1990 - 1994
Skills
Estate Planning, Tax, Tax Law, Tax Research, Tax Preparation, International Tax, Trusts, Income Tax, High Net Worth..., Financial Planners, Auditing, CPA, Financial Statements, Tax Returns, Legal Writing, Litigation, Corporate Law, Wills, Estate Tax Planning, Financial Services, State Tax, LLC, Gift Tax, Estate Administration, Partnership Taxation, Business Formation, Powers of Attorney
Education
University of California, Hastings College of the Law 1987 — 1990
Juris Doctor, Law
University of California, Davis 1980 — 1984
Bachelor of Arts, English Literature
Sandra Lowell Sandra Lowell's Grant Thornton Experience July 2003 - October 2005
Job Planning Analyst at Teradata
Industry Accounting
Experience
Teradata May 2011 - Present
Cricket Communications March 2010 - May 2011
VMware November 2005 - August 2010
Grant Thornton July 2003 - October 2005
Center for Studies in Higher Education August 2000 - August 2002
Education
University of California, Berkeley 1998 — 2002
B.A., Psychology
Teradata May 2011 - Present
Cricket Communications March 2010 - May 2011
VMware November 2005 - August 2010
Grant Thornton July 2003 - October 2005
Center for Studies in Higher Education August 2000 - August 2002
Education
University of California, Berkeley 1998 — 2002
B.A., Psychology
Michael Kimmel Michael Kimmel's Grant Thornton Experience September 1979 - September 1980
Job Program Manager (Advisor) at CVS/Caremark
Industry Information Technology and Services
Experience
CVS/CAREMARK May 2011 - Present
Wolters Kluwer Health October 2008 - May 2011
DHL Worldwide Express May 2002 - September 2008
American Express April 1992 - December 2001
Booz Allen Hamilton November 1989 - April 1992
National Westminster Bank July 1986 - March 1989
Andersen Consulting September 1982 - April 1986
Grant Thornton September 1979 - September 1980
Hertz, Herson & Company, LLP September 1977 - September 1979
Skills
Process Improvement, Outsourcing, Strategic Planning, Project Management, Vendor Management, Program Management, Business Analysis, Management Consulting, Cross-functional Team..., ERP, Matrix Management, Change Management, PMO, PMP, Financial Services, Management, Auditing, Business Process..., Integration, Team Leadership, Business Transformation, Requirements Analysis, Budgets, IT Strategy, Finance, Executive Management, Software Project..., Financial Analysis, Leadership, Business Intelligence, Project Portfolio..., SDLC, Requirements Gathering, Data Warehousing, IT Service Management, Business Process, Business Process..., IT Management, PRINCE2, Call Centers, Accounting, Strategy, SharePoint, Professional Services, Resource Management
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Business
University of Colorado Boulder - Leeds School of Business 1973 — 1977
B.S., Accounting
Woodlands High School 1969 — 1973
Regent, High School
CVS/CAREMARK May 2011 - Present
Wolters Kluwer Health October 2008 - May 2011
DHL Worldwide Express May 2002 - September 2008
American Express April 1992 - December 2001
Booz Allen Hamilton November 1989 - April 1992
National Westminster Bank July 1986 - March 1989
Andersen Consulting September 1982 - April 1986
Grant Thornton September 1979 - September 1980
Hertz, Herson & Company, LLP September 1977 - September 1979
Skills
Process Improvement, Outsourcing, Strategic Planning, Project Management, Vendor Management, Program Management, Business Analysis, Management Consulting, Cross-functional Team..., ERP, Matrix Management, Change Management, PMO, PMP, Financial Services, Management, Auditing, Business Process..., Integration, Team Leadership, Business Transformation, Requirements Analysis, Budgets, IT Strategy, Finance, Executive Management, Software Project..., Financial Analysis, Leadership, Business Intelligence, Project Portfolio..., SDLC, Requirements Gathering, Data Warehousing, IT Service Management, Business Process, Business Process..., IT Management, PRINCE2, Call Centers, Accounting, Strategy, SharePoint, Professional Services, Resource Management
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Business
University of Colorado Boulder - Leeds School of Business 1973 — 1977
B.S., Accounting
Woodlands High School 1969 — 1973
Regent, High School
Mark Nassi Mark Nassi's Grant Thornton Experience January 2009 - January 2010
Job Controller at 361 Capital
Industry Accounting
Experience
Royal Wulff Outfitters September 2015 - Present
361 Capital April 2015 - Present
Mark H. Nassi and Associates, LLC January 2006 - Present
Equinox Fund Management March 2010 - May 2015
The Flyfisher Group, LLC April 2014 - April 2015
Grant Thornton January 2009 - January 2010
NewsGator Technologies July 2008 - December 2008
Lippa & Associates, PC November 2007 - May 2008
Penn, Schoen, Berland and Associates July 2002 - November 2007
H&R Block December 2004 - April 2006
Skills
Auditing, Sarbanes-Oxley Act, Tax, Financial Statements, General Ledger, Accounting, Corporate Tax, Account Reconciliation, CPA, Income Tax, Revenue Recognition, Management, Payroll, Corporate Finance, Consolidation, Finance, Accounts Receivable
Education
University of Colorado at Denver 2006 — 2009
MS, Accounting
University of California, Davis 1997 — 2002
BS, Mathematics
Los Gatos High School 1994 — 1997
General
Framingham 1982 — 1993
Royal Wulff Outfitters September 2015 - Present
361 Capital April 2015 - Present
Mark H. Nassi and Associates, LLC January 2006 - Present
Equinox Fund Management March 2010 - May 2015
The Flyfisher Group, LLC April 2014 - April 2015
Grant Thornton January 2009 - January 2010
NewsGator Technologies July 2008 - December 2008
Lippa & Associates, PC November 2007 - May 2008
Penn, Schoen, Berland and Associates July 2002 - November 2007
H&R Block December 2004 - April 2006
Skills
Auditing, Sarbanes-Oxley Act, Tax, Financial Statements, General Ledger, Accounting, Corporate Tax, Account Reconciliation, CPA, Income Tax, Revenue Recognition, Management, Payroll, Corporate Finance, Consolidation, Finance, Accounts Receivable
Education
University of Colorado at Denver 2006 — 2009
MS, Accounting
University of California, Davis 1997 — 2002
BS, Mathematics
Los Gatos High School 1994 — 1997
General
Framingham 1982 — 1993
Aura Duran's Grant Thornton Experience May 2004 - February 2012
Job Marketing Consultant
Industry Accounting
Experience
Grant Thornton LLP April 2012 - Present
Grant Thornton May 2004 - February 2012
Newmark Advertising 1999 - 2004
Skills
Marketing, Lead Generation, Market Planning, Marketing Communications, Business Development, Strategy, Email Marketing, Integrated Marketing, Business Strategy, Market Research, Marketing Management, Marketing Strategy, Direct Marketing, Social Media Marketing, CRM, B2B Marketing, Brand Development, Strategic Planning, E-commerce, Corporate Communications, Internal Communications, Brand Awareness, Brand Management, Financial Services, Analytics, Strategic Communications, Digital Marketing, Corporate Branding, Budgets, Proposal Writing, Social Media, Advertising, Sponsorship, Management Consulting
Education
University of California, Santa Barbara 1995 — 1999
BA, Communications & French
Lycee Francais 1990 — 1995
Grant Thornton LLP April 2012 - Present
Grant Thornton May 2004 - February 2012
Newmark Advertising 1999 - 2004
Skills
Marketing, Lead Generation, Market Planning, Marketing Communications, Business Development, Strategy, Email Marketing, Integrated Marketing, Business Strategy, Market Research, Marketing Management, Marketing Strategy, Direct Marketing, Social Media Marketing, CRM, B2B Marketing, Brand Development, Strategic Planning, E-commerce, Corporate Communications, Internal Communications, Brand Awareness, Brand Management, Financial Services, Analytics, Strategic Communications, Digital Marketing, Corporate Branding, Budgets, Proposal Writing, Social Media, Advertising, Sponsorship, Management Consulting
Education
University of California, Santa Barbara 1995 — 1999
BA, Communications & French
Lycee Francais 1990 — 1995
Ralph Young Ralph Young's Grant Thornton Experience 1989 - 1992
Job Principal Software Engineer at Raytheon
Industry Computer Software
Experience
Raytheon January 2013 - Present
Process Software March 2000 - January 2013
Raytheon 1995 - March 2000
U.S. Patent & Trademark Office August 1992 - July 1995
Grant Thornton 1989 - 1992
Zimmerman Associates, Inc January 1987 - July 1989
Education
Boston University 1999 — 2004
MS, Computer Science
The University of Connecticut 1982 — 1986
BA, Economics
Raytheon January 2013 - Present
Process Software March 2000 - January 2013
Raytheon 1995 - March 2000
U.S. Patent & Trademark Office August 1992 - July 1995
Grant Thornton 1989 - 1992
Zimmerman Associates, Inc January 1987 - July 1989
Education
Boston University 1999 — 2004
MS, Computer Science
The University of Connecticut 1982 — 1986
BA, Economics
Matt Donaworth, CPA Matt Donaworth, CPA's Grant Thornton Experience June 2008 - August 2008
Job Tax Manager at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran, PLLC September 2008 - Present
Grant Thornton June 2008 - August 2008
Fidelity Investments August 2007 - December 2007
National City Bank 2006 - 2007
Skills
Accounting, Tax, Corporate Tax, FAS109, Financial Reporting, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, CPA, Tax Preparation
Education
University of Cincinnati 2006 — 2008
BBA, Accounting
Plante & Moran, PLLC September 2008 - Present
Grant Thornton June 2008 - August 2008
Fidelity Investments August 2007 - December 2007
National City Bank 2006 - 2007
Skills
Accounting, Tax, Corporate Tax, FAS109, Financial Reporting, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, CPA, Tax Preparation
Education
University of Cincinnati 2006 — 2008
BBA, Accounting
Brian Medley Brian Medley's Grant Thornton Experience June 1992 - December 1996
Job Principal at Prism Financial Solutions, LLC
Industry Accounting
Experience
Prism Financial Solutions, LLC October 2014 - Present
Health Inventures 1998 - October 2013
Golden Pharmaceuticals, Inc 1996 - 1997
GRANT THORNTON June 1992 - December 1996
Skills
Hospitals, Healthcare, Leadership, Finance, Auditing, Strategic Planning, Healthcare Management, Physicians, Accounting, Healthcare Information..., Revenue Cycle, Clinical Research, Process Improvement, Strategy, Management, Valuation, General Ledger, Revenue Cycle Management, Mergers & Acquisitions, Bank Relationship..., Business Intelligence
Education
University of Colorado Boulder 1989 — 1992
Bachelor's degree, Accounting and Finance
University of Colorado Boulder - Leeds School of Business
Prism Financial Solutions, LLC October 2014 - Present
Health Inventures 1998 - October 2013
Golden Pharmaceuticals, Inc 1996 - 1997
GRANT THORNTON June 1992 - December 1996
Skills
Hospitals, Healthcare, Leadership, Finance, Auditing, Strategic Planning, Healthcare Management, Physicians, Accounting, Healthcare Information..., Revenue Cycle, Clinical Research, Process Improvement, Strategy, Management, Valuation, General Ledger, Revenue Cycle Management, Mergers & Acquisitions, Bank Relationship..., Business Intelligence
Education
University of Colorado Boulder 1989 — 1992
Bachelor's degree, Accounting and Finance
University of Colorado Boulder - Leeds School of Business
Anthony Montelisciani's Grant Thornton Experience August 1994 - Present
Job Managing Director, State & Local Tax Services at Grant Thornton
Industry Accounting
Experience
Grant Thornton August 1994 - Present
DuCharme, McMillen & Associates September 1990 - March 1994
US Army September 1986 - August 1988
Skills
Auditing, Tax Research, Income Tax, Property Tax, Tax, Use Tax, State Tax
Education
University of Cincinnati College of Business 1988 — 1994
BBA, Accounting
Archbishop McNicholas High School 1982 — 1986
High School
Grant Thornton August 1994 - Present
DuCharme, McMillen & Associates September 1990 - March 1994
US Army September 1986 - August 1988
Skills
Auditing, Tax Research, Income Tax, Property Tax, Tax, Use Tax, State Tax
Education
University of Cincinnati College of Business 1988 — 1994
BBA, Accounting
Archbishop McNicholas High School 1982 — 1986
High School
Scott DeVenny Scott DeVenny's Grant Thornton Experience October 2005 - Present
Job Audit Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton October 2005 - Present
KPMG September 1992 - September 2005
Skills
Auditing, SEC filings, US GAAP, Internal Controls, External Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Reporting, Assurance, Accounting
Education
University of Cincinnati College of Business 1988 — 1992
BBA, Accounting, Finance
Grant Thornton October 2005 - Present
KPMG September 1992 - September 2005
Skills
Auditing, SEC filings, US GAAP, Internal Controls, External Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Reporting, Assurance, Accounting
Education
University of Cincinnati College of Business 1988 — 1992
BBA, Accounting, Finance
Debbie Schleicher Debbie Schleicher's Grant Thornton Experience October 2007 - February 2015
Job Chief Financial Officer, IronPlanet
Industry Internet
Experience
IronPlanet March 2015 - Present
Grant Thornton October 2007 - February 2015
SC&H Group 2006 - 2007
PricewaterhouseCoopers 2003 - 2005
Arthur Andersen 1987 - 2002
Skills
Tax Function..., Thomson Reuters..., Corporate Tax, CCH Integrator..., Tax Risk Management, Tax Internal Controls, Income Tax Accounting, Vertex Software Partner, Internal Controls, Tax, Risk Management, Income Tax, Longview Tax, Auditing, Mergers & Acquisitions, Tax Accounting, FIN 48, Accounting, Financial Reporting, VAT, GAAP, Due Diligence, US GAAP, Tax Law, Sarbanes-Oxley Act, SEC filings, Corporate Finance, Tax Advisory, IFRS, CPA, International Tax, SEC Filings, Financial Analysis
Education
University of Delaware 1983 — 1987
BS, Accounting
Magruder High School 1983 — 1987
IronPlanet March 2015 - Present
Grant Thornton October 2007 - February 2015
SC&H Group 2006 - 2007
PricewaterhouseCoopers 2003 - 2005
Arthur Andersen 1987 - 2002
Skills
Tax Function..., Thomson Reuters..., Corporate Tax, CCH Integrator..., Tax Risk Management, Tax Internal Controls, Income Tax Accounting, Vertex Software Partner, Internal Controls, Tax, Risk Management, Income Tax, Longview Tax, Auditing, Mergers & Acquisitions, Tax Accounting, FIN 48, Accounting, Financial Reporting, VAT, GAAP, Due Diligence, US GAAP, Tax Law, Sarbanes-Oxley Act, SEC filings, Corporate Finance, Tax Advisory, IFRS, CPA, International Tax, SEC Filings, Financial Analysis
Education
University of Delaware 1983 — 1987
BS, Accounting
Magruder High School 1983 — 1987
Verne Bragg Verne Bragg's Grant Thornton Experience June 2002 - Present
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton June 2002 - Present
Andersen 1994 - 2002
Education
University of Alabama 1981 — 1986
MAcc, Accounting
Grant Thornton June 2002 - Present
Andersen 1994 - 2002
Education
University of Alabama 1981 — 1986
MAcc, Accounting
Robert Simmons, CISA, CISSP's Grant Thornton Experience June 2007 - June 2010
Job IT Audit Manager at QVC
Industry Information Technology and Services
Experience
QVC July 2015 - Present
QVC May 2012 - July 2015
ISACA Philadelphia July 2013 - December 2014
QVC June 2010 - May 2012
Grant Thornton June 2007 - June 2010
Skills
IT Audit, Risk Assessment, Information Security, Information Technology, Vulnerability Assessment, Infrastructure, Enterprise Risk..., CISA, Internal Audit, Internal Controls, PCI DSS, Safe Harbor, Data Analytic, Data Privacy, Sarbanes-Oxley Act, SOX Compliancy, Incident Response, TeamMate, IT Auditors, Information Technology..., Risk Management, Business Process, Information Security..., Auditing
Education
Villanova University 2011 — 2012
Masters Certificate, Information Security Management
University of Delaware 2002 — 2007
BS Business Administration, Operations Management & Management Information Systems
QVC July 2015 - Present
QVC May 2012 - July 2015
ISACA Philadelphia July 2013 - December 2014
QVC June 2010 - May 2012
Grant Thornton June 2007 - June 2010
Skills
IT Audit, Risk Assessment, Information Security, Information Technology, Vulnerability Assessment, Infrastructure, Enterprise Risk..., CISA, Internal Audit, Internal Controls, PCI DSS, Safe Harbor, Data Analytic, Data Privacy, Sarbanes-Oxley Act, SOX Compliancy, Incident Response, TeamMate, IT Auditors, Information Technology..., Risk Management, Business Process, Information Security..., Auditing
Education
Villanova University 2011 — 2012
Masters Certificate, Information Security Management
University of Delaware 2002 — 2007
BS Business Administration, Operations Management & Management Information Systems
JingJing (JJ) Zhang JingJing (JJ) Zhang's Grant Thornton Experience September 2006 - October 2013
Job CPA, CGMA, Financial Reporting Manager at Red Robin
Industry Accounting
Experience
Red Robin October 2013 - Present
Grant Thornton September 2006 - October 2013
CIBER, Inc. August 2004 - April 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Tax, Internal Audit, External Audit, Financial Statements, CPA, Consolidation, Tax Accounting, SEC Filings
Education
University of Colorado Denver 2004 — 2005
Master's Degree, Accounting, Second Area, Finance
University of Colorado Denver
BS, Accounting, Minor, Finance
Red Robin October 2013 - Present
Grant Thornton September 2006 - October 2013
CIBER, Inc. August 2004 - April 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Tax, Internal Audit, External Audit, Financial Statements, CPA, Consolidation, Tax Accounting, SEC Filings
Education
University of Colorado Denver 2004 — 2005
Master's Degree, Accounting, Second Area, Finance
University of Colorado Denver
BS, Accounting, Minor, Finance
Cal Shulha Cal Shulha's Grant Thornton Experience May 2011 - June 2015
Job Senior Director, Restructuring at Alvarez & Marsal Canada
Industry Accounting
Experience
Alvarez & Marsal Canada June 2015 - Present
Grant Thornton May 2011 - June 2015
KPMG Inc. September 1997 - May 2011
Skills
Restructuring, Auditing, Financial Analysis, Due Diligence, Financial Reporting, Corporate Finance, Corporate Tax, Accounting, Financial Modeling, Business Valuation, Internal Controls, Debt Restructuring, Mergers, Mergers & Acquisitions, Financial Accounting, Tax, IFRS, Finance
Education
University of Alberta 1989 — 1994
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Alvarez & Marsal Canada June 2015 - Present
Grant Thornton May 2011 - June 2015
KPMG Inc. September 1997 - May 2011
Skills
Restructuring, Auditing, Financial Analysis, Due Diligence, Financial Reporting, Corporate Finance, Corporate Tax, Accounting, Financial Modeling, Business Valuation, Internal Controls, Debt Restructuring, Mergers, Mergers & Acquisitions, Financial Accounting, Tax, IFRS, Finance
Education
University of Alberta 1989 — 1994
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Grant Rapaport Grant Rapaport's Grant Thornton Experience January 2008 - August 2011
Job CPA, Chartered Accountant, Senior Manager
Industry Financial Services
Experience
NYSSCPA June 2015 - Present
Grant Thornton LLP August 2011 - Present
NYSSCPA July 2013 - June 2015
Grant Thornton January 2008 - August 2011
Grant Thornton South Africa January 2006 - December 2007
Department of Accounting and Finance January 2005 - December 2005
Skills
Private Equity, Broker-Dealer, Service Providers, Auditing, Internal Audit, Hedge Funds, Consolidation, Financial Services, Consulting, Process Improvement, IFRS, Account Reconciliation, Finance, Valuation, Financial Reporting, Internal Controls, US GAAP, Enterprise Risk..., External Audit, Assurance, GAAP, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Guest Lecturing, SEC Filings
Education
University of Cape Town 2004 — 2005
B. Comm (Honours) Accounting, Accounting
University of Cape Town 2004 — 2004
PGDA (CTA), Accounting
University of Cape Town 2000 — 2003
B. Bus. Sci, Finance and Accounting
NYSSCPA June 2015 - Present
Grant Thornton LLP August 2011 - Present
NYSSCPA July 2013 - June 2015
Grant Thornton January 2008 - August 2011
Grant Thornton South Africa January 2006 - December 2007
Department of Accounting and Finance January 2005 - December 2005
Skills
Private Equity, Broker-Dealer, Service Providers, Auditing, Internal Audit, Hedge Funds, Consolidation, Financial Services, Consulting, Process Improvement, IFRS, Account Reconciliation, Finance, Valuation, Financial Reporting, Internal Controls, US GAAP, Enterprise Risk..., External Audit, Assurance, GAAP, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Guest Lecturing, SEC Filings
Education
University of Cape Town 2004 — 2005
B. Comm (Honours) Accounting, Accounting
University of Cape Town 2004 — 2004
PGDA (CTA), Accounting
University of Cape Town 2000 — 2003
B. Bus. Sci, Finance and Accounting
Diksha Basant's Grant Thornton Experience
Job Senior Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2013 - Present
Grant Thornton UK LLP January 2013 - Present
Grant Thornton South Africa January 2010 - Present
Grant Thornton
Skills
Auditing, Accounting, Microsoft Excel, Microsoft Word, IFRS, Income Tax, Assurance, Internal Controls, Cash Flow, Corporate Tax, Tax, Financial Reporting, Financial Accounting, Account Reconciliation, GAAP, External Audit, VAT, Consolidation, Management Accounting
Education
South African Institute of Charted Accountants (SAICA)
Qualifying Examination (Part 2)
South African Institute of Charted Accountants
Qualifying Examination (Part 1)
University of South Africa/Universiteit van Suid-Afrika 2010 — 2010
Post graduate Dipolma in Accounting
University of Cape Town 2003 — 2008
Bachelor of Commerce (B.Com.), Accounting
Grant Thornton LLP October 2013 - Present
Grant Thornton UK LLP January 2013 - Present
Grant Thornton South Africa January 2010 - Present
Grant Thornton
Skills
Auditing, Accounting, Microsoft Excel, Microsoft Word, IFRS, Income Tax, Assurance, Internal Controls, Cash Flow, Corporate Tax, Tax, Financial Reporting, Financial Accounting, Account Reconciliation, GAAP, External Audit, VAT, Consolidation, Management Accounting
Education
South African Institute of Charted Accountants (SAICA)
Qualifying Examination (Part 2)
South African Institute of Charted Accountants
Qualifying Examination (Part 1)
University of South Africa/Universiteit van Suid-Afrika 2010 — 2010
Post graduate Dipolma in Accounting
University of Cape Town 2003 — 2008
Bachelor of Commerce (B.Com.), Accounting
Kristin Maguire's Grant Thornton Experience August 2002 - April 2010
Job
Industry Marketing and Advertising
Experience
Maguire Creative March 2010 - April 2015
Grant Thornton August 2002 - April 2010
Education
University of California, Berkeley 1997 — 2001
Maguire Creative March 2010 - April 2015
Grant Thornton August 2002 - April 2010
Education
University of California, Berkeley 1997 — 2001
Amelia Santoso , CPA Amelia Santoso , CPA's Grant Thornton Experience August 2004 - July 2007
Job
Industry Consumer Services
Experience
Recology April 2015 - Present
Streetside Stories January 2010 - Present
Grant Thornton LLP August 2010 - April 2015
Grant Thornton August 2004 - July 2007
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, Internal Audit, Finance, US GAAP, Risk Management, Budgets, Risk Assessment, Microsoft Excel, PowerPoint, Retail, Negotiation, Business Process, Workshop Facilitation, Proposal Writing, Microsoft Office, Human Resources, Management, Research, S-1 IPO filings, SEC Financial Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2002
Bachelor of Science, Business Administration 2002
University of California, Berkeley, Haas School of Business 1998 — 2002
BS, Business Administration
Recology April 2015 - Present
Streetside Stories January 2010 - Present
Grant Thornton LLP August 2010 - April 2015
Grant Thornton August 2004 - July 2007
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, Internal Audit, Finance, US GAAP, Risk Management, Budgets, Risk Assessment, Microsoft Excel, PowerPoint, Retail, Negotiation, Business Process, Workshop Facilitation, Proposal Writing, Microsoft Office, Human Resources, Management, Research, S-1 IPO filings, SEC Financial Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2002
Bachelor of Science, Business Administration 2002
University of California, Berkeley, Haas School of Business 1998 — 2002
BS, Business Administration
Ashish Bhagat Ashish Bhagat's Grant Thornton Experience November 2002 - April 2004
Job Vice President Finance Global Sales
Industry Computer Networking
Experience
Hitachi Data Systems January 2013 - Present
Hitachi Data Systems January 2011 - December 2012
Hitachi Data Systems January 2008 - December 2010
Openwave Systems, Inc March 2007 - December 2007
Openwave Systems, Inc September 2006 - March 2007
Openwave Systems, Inc February 2005 - September 2006
Openwave Systems, Inc April 2004 - February 2005
Grant Thornton November 2002 - April 2004
Pricewaterhouse Coopers January 2001 - December 2001
Skills
Revenue Recognition, SEC filings, Forecasting, Accounting, CPA, US GAAP, Finance, Financial Reporting, GAAP, Sarbanes-Oxley, Start-ups, Strategic Financial..., Budgets, Financial Modeling, Go-to-market Strategy, Sarbanes-Oxley Act, SEC Filings, Strategy, SaaS, Cross-functional Team..., Financial Analysis, Mergers & Acquisitions
Education
University of California, Los Angeles 1998 — 2000
BA, Business Economics and Accounting
Hitachi Data Systems January 2013 - Present
Hitachi Data Systems January 2011 - December 2012
Hitachi Data Systems January 2008 - December 2010
Openwave Systems, Inc March 2007 - December 2007
Openwave Systems, Inc September 2006 - March 2007
Openwave Systems, Inc February 2005 - September 2006
Openwave Systems, Inc April 2004 - February 2005
Grant Thornton November 2002 - April 2004
Pricewaterhouse Coopers January 2001 - December 2001
Skills
Revenue Recognition, SEC filings, Forecasting, Accounting, CPA, US GAAP, Finance, Financial Reporting, GAAP, Sarbanes-Oxley, Start-ups, Strategic Financial..., Budgets, Financial Modeling, Go-to-market Strategy, Sarbanes-Oxley Act, SEC Filings, Strategy, SaaS, Cross-functional Team..., Financial Analysis, Mergers & Acquisitions
Education
University of California, Los Angeles 1998 — 2000
BA, Business Economics and Accounting
Sherri Richardson, CPA's Grant Thornton Experience 1997 - 1999
Job Richardson and Associates Accounting
Industry Accounting
Experience
Richardson and Associates Accounting January 2007 - Present
Luxottica Retail 2005 - 2006
Grant Thornton 1997 - 1999
Arthur Andersen June 1987 - June 1990
Skills
Auditing, Accounting, Payroll, Grant Writing, Coaching, Public Speaking, Motivational Speaking, Tax, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Nonprofits, CPA, Internal Audit, Risk Management, Training, Budgets, Mergers, Management, Departmental Support, Verification of Revenue, Gap Analysis, General Ledger, Sarbanes-Oxley, Process Improvement, Tax Preparation, Mergers & Acquisitions, Corporate Tax, Finance, Small Business, Employee Benefits, Financial Accounting, Tax Returns, Internal Controls, Income Tax, GAAP, Peachtree, Managerial Finance, QuickBooks, Financial Analysis, External Audit, Cash Flow, Strategic Planning
Education
University of Cincinnati 1984 — 1987
B.S., Accounting
Our Lady of the Angels 1969 — 1973
HS, regular
Richardson and Associates Accounting January 2007 - Present
Luxottica Retail 2005 - 2006
Grant Thornton 1997 - 1999
Arthur Andersen June 1987 - June 1990
Skills
Auditing, Accounting, Payroll, Grant Writing, Coaching, Public Speaking, Motivational Speaking, Tax, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Nonprofits, CPA, Internal Audit, Risk Management, Training, Budgets, Mergers, Management, Departmental Support, Verification of Revenue, Gap Analysis, General Ledger, Sarbanes-Oxley, Process Improvement, Tax Preparation, Mergers & Acquisitions, Corporate Tax, Finance, Small Business, Employee Benefits, Financial Accounting, Tax Returns, Internal Controls, Income Tax, GAAP, Peachtree, Managerial Finance, QuickBooks, Financial Analysis, External Audit, Cash Flow, Strategic Planning
Education
University of Cincinnati 1984 — 1987
B.S., Accounting
Our Lady of the Angels 1969 — 1973
HS, regular
Dustin Sachs's Grant Thornton Experience September 2006 - February 2008
Job Cyber Forensics Professional at Navigant Consulting
Industry Computer & Network Security
Experience
Navigant March 2013 - Present
HSSK Group March 2008 - March 2013
Grant Thornton September 2006 - February 2008
University of South Florida Student Government November 2001 - May 2004
Skills
Computer Forensics, Web Design, Database Design, EnCase, Litigation Support, Certified Fraud Examiner, Forensic Accounting, Private Investigations, Access, EnCE, Digital Forensics, Expert Witness, Forensic Analysis, Cybercrime, Fraud, Incident Response, FTK, Training, Network Forensics, CISSP, Information Security, Computer Security, PCI DSS, HTML, Information Security..., Mobile Forensics, Cellebrite, Litigation Consulting, Electronic Evidence, Internal Investigations, Security Audits, Litigation, Investigation, Consulting
Education
University of Central Florida 2005 — 2006
Masters Certification, Computer Forensics
University of South Florida 2000 — 2004
B.A., Political Science
Navigant March 2013 - Present
HSSK Group March 2008 - March 2013
Grant Thornton September 2006 - February 2008
University of South Florida Student Government November 2001 - May 2004
Skills
Computer Forensics, Web Design, Database Design, EnCase, Litigation Support, Certified Fraud Examiner, Forensic Accounting, Private Investigations, Access, EnCE, Digital Forensics, Expert Witness, Forensic Analysis, Cybercrime, Fraud, Incident Response, FTK, Training, Network Forensics, CISSP, Information Security, Computer Security, PCI DSS, HTML, Information Security..., Mobile Forensics, Cellebrite, Litigation Consulting, Electronic Evidence, Internal Investigations, Security Audits, Litigation, Investigation, Consulting
Education
University of Central Florida 2005 — 2006
Masters Certification, Computer Forensics
University of South Florida 2000 — 2004
B.A., Political Science
Guy Clarke, CISA & ISO 27001 Lead Auditor Guy Clarke, CISA & ISO 27001 Lead Auditor's Grant Thornton Experience November 2004 - November 2007
Job Director at SOAProjects, Inc
Industry Information Technology and Services
Experience
SOAProjects, Inc April 2015 - Present
SSAE 16 Professionals LLP / Elite Alliance Solutions LLC April 2013 - April 2015
Digital Intelligence Systems, Inc. January 2012 - September 2012
McGladrey March 2011 - December 2011
Sensiba San Filippo, LLP November 2007 - March 2011
Grant Thornton November 2004 - November 2007
Applied Materials 2002 - 2004
Deloitte & Touche 1998 - 2002
Skills
IT Risk and Compliance..., Revenue Recognition, GAAP, Financial Reporting, Accounting, Mergers, Venture Capital, Process Improvement, QuickBooks, Forecasting, Account Reconciliation, Management Consulting, Budgets, IT Audit, Enterprise Risk..., ISO 27001, Enterprise Software, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing
Education
University of California, Davis 1979 — 1984
Bachelor of Science (B.S.), Agricultural & Managerial Economics
Lowell High School, SF
SOAProjects, Inc April 2015 - Present
SSAE 16 Professionals LLP / Elite Alliance Solutions LLC April 2013 - April 2015
Digital Intelligence Systems, Inc. January 2012 - September 2012
McGladrey March 2011 - December 2011
Sensiba San Filippo, LLP November 2007 - March 2011
Grant Thornton November 2004 - November 2007
Applied Materials 2002 - 2004
Deloitte & Touche 1998 - 2002
Skills
IT Risk and Compliance..., Revenue Recognition, GAAP, Financial Reporting, Accounting, Mergers, Venture Capital, Process Improvement, QuickBooks, Forecasting, Account Reconciliation, Management Consulting, Budgets, IT Audit, Enterprise Risk..., ISO 27001, Enterprise Software, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing
Education
University of California, Davis 1979 — 1984
Bachelor of Science (B.S.), Agricultural & Managerial Economics
Lowell High School, SF
Brian Choi Brian Choi's Grant Thornton Experience October 2011 - December 2013
Job Manager at CohnReznick LLP
Industry Financial Services
Experience
CohnReznick LLP December 2013 - Present
Grant Thornton October 2011 - December 2013
Grant Thornton February 2010 - October 2011
CRG Partners Group, LLC. May 2008 - February 2010
Skills
Restructuring, Corporate Advisory, Business Advisory, Corporate Recovery, Consulting Experience, Due Diligence, Financial Modeling, Financial Reporting, Financial Advisory, M&A due diligence, Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Private Equity, Financial Analysis
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics with Minor in Accounting
CohnReznick LLP December 2013 - Present
Grant Thornton October 2011 - December 2013
Grant Thornton February 2010 - October 2011
CRG Partners Group, LLC. May 2008 - February 2010
Skills
Restructuring, Corporate Advisory, Business Advisory, Corporate Recovery, Consulting Experience, Due Diligence, Financial Modeling, Financial Reporting, Financial Advisory, M&A due diligence, Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Private Equity, Financial Analysis
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics with Minor in Accounting
Tom Pohlmeyer Tom Pohlmeyer's Grant Thornton Experience September 2005 - May 2009
Job Accounting Manager
Industry Accounting
Experience
Medpace March 2011 - Present
Medpace July 2009 - February 2011
Grant Thornton September 2005 - May 2009
Grant Thornton January 2003 - March 2004
Andrew, Littner LLC January 2002 - August 2002
Skills
Accounting, Auditing, US GAAP reporting, Technical Accounting..., Internal Controls, Financial Reporting, Audit, Financial Analysis, Analysis, Compliance, General Ledger, Transfer Pricing, Intercompany..., Microsoft Office, Microsoft Dynamics ERP, Excel, Navision, GAAP
Education
University of Cincinnati College of Business 2004 — 2005
Masters, Accounting
University of Cincinnati College of Business 2000 — 2004
Bachelors, Accounting
Medpace March 2011 - Present
Medpace July 2009 - February 2011
Grant Thornton September 2005 - May 2009
Grant Thornton January 2003 - March 2004
Andrew, Littner LLC January 2002 - August 2002
Skills
Accounting, Auditing, US GAAP reporting, Technical Accounting..., Internal Controls, Financial Reporting, Audit, Financial Analysis, Analysis, Compliance, General Ledger, Transfer Pricing, Intercompany..., Microsoft Office, Microsoft Dynamics ERP, Excel, Navision, GAAP
Education
University of Cincinnati College of Business 2004 — 2005
Masters, Accounting
University of Cincinnati College of Business 2000 — 2004
Bachelors, Accounting
Patrick M Cooper Patrick M Cooper's Grant Thornton Experience August 2008 - December 2008
Job CEO The Chareg Group, LLC
Industry Information Technology and Services
Experience
Novartis September 2011 - Present
Caesars Entertainment Corporation August 2010 - Present
The Chareg Group, LLC January 2002 - Present
Verizon Wireless March 2012 - October 2013
Liberty Mutual Insurance September 2011 - November 2011
Allscripts March 2011 - August 2011
AmerisourceBergen July 2009 - December 2010
McKesson Provider Technologies January 2010 - July 2010
Armstrong World Industries January 2009 - June 2009
Grant Thornton August 2008 - December 2008
Skills
CA Clarity, XOG, GEL SCRIPT, Open Workbench, Actuate Reporting, Crystal Enterprise, MS Project, JavaScript, IBM iSeries, IBM AS/400, ILERPG, ILE, ILECOBOL, COBOL, Scripting, PMO, Project Portfolio..., Business Analysis, Microsoft SQL Server, Agile Project Management, IT Strategy, Resource Management, Enterprise Architecture, IT Management, Business Process, Testing, Systems Analysis, Clarity
Education
University of California, Berkeley 1985 — 1986
Novartis September 2011 - Present
Caesars Entertainment Corporation August 2010 - Present
The Chareg Group, LLC January 2002 - Present
Verizon Wireless March 2012 - October 2013
Liberty Mutual Insurance September 2011 - November 2011
Allscripts March 2011 - August 2011
AmerisourceBergen July 2009 - December 2010
McKesson Provider Technologies January 2010 - July 2010
Armstrong World Industries January 2009 - June 2009
Grant Thornton August 2008 - December 2008
Skills
CA Clarity, XOG, GEL SCRIPT, Open Workbench, Actuate Reporting, Crystal Enterprise, MS Project, JavaScript, IBM iSeries, IBM AS/400, ILERPG, ILE, ILECOBOL, COBOL, Scripting, PMO, Project Portfolio..., Business Analysis, Microsoft SQL Server, Agile Project Management, IT Strategy, Resource Management, Enterprise Architecture, IT Management, Business Process, Testing, Systems Analysis, Clarity
Education
University of California, Berkeley 1985 — 1986
Simon Haham, CISA's Grant Thornton Experience August 2006 - August 2010
Job IT Assurance & Advisory Manager at BDO USA, LLP
Industry Information Technology and Services
Experience
BDO USA, LLP August 2010 - Present
Grant Thornton August 2006 - August 2010
Skills
IT Audit, Internal Audit, Internal Controls, SOX 404, Risk Governance, SAP, Oracle Applications, Microsoft Dynamics, JD Edwards, Quality Assurance, SQL, CISA, Russian, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, SSAE 16, External Audit, Risk Management, US GAAP, SAS70, Financial Analysis, Financial Accounting, SOC 1, Enterprise Risk..., Sarbanes-Oxley, ERP, ITGC, COSO, Risk Assessment
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics / Accounting
BDO USA, LLP August 2010 - Present
Grant Thornton August 2006 - August 2010
Skills
IT Audit, Internal Audit, Internal Controls, SOX 404, Risk Governance, SAP, Oracle Applications, Microsoft Dynamics, JD Edwards, Quality Assurance, SQL, CISA, Russian, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, SSAE 16, External Audit, Risk Management, US GAAP, SAS70, Financial Analysis, Financial Accounting, SOC 1, Enterprise Risk..., Sarbanes-Oxley, ERP, ITGC, COSO, Risk Assessment
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics / Accounting
Kara Warner Kara Warner's Grant Thornton Experience January 2008 - April 2008
Job Student at the University of Dayton
Industry Accounting
Experience
University of Dayton- Geology Department January 2009 - Present
Grant Thornton January 2008 - April 2008
Education
University of Dayton 2005 — 2010
University of Dayton- Geology Department January 2009 - Present
Grant Thornton January 2008 - April 2008
Education
University of Dayton 2005 — 2010
Jean Smart's Grant Thornton Experience 1996 - 1998
Job Director, Investor Solutions at TD Ameritrade
Industry Financial Services
Experience
Charles Schwab 1999 - 2009
Grant Thornton 1996 - 1998
Deloitte Consulting 1993 - 1996
Prognosis Newspaper 1992 - 1993
Goldman Sachs 1990 - 1992
Education
University of California, Berkeley
BA
Charles Schwab 1999 - 2009
Grant Thornton 1996 - 1998
Deloitte Consulting 1993 - 1996
Prognosis Newspaper 1992 - 1993
Goldman Sachs 1990 - 1992
Education
University of California, Berkeley
BA
Kyle Stacey Kyle Stacey's Grant Thornton Experience September 2005 - April 2009
Job Controller at Exact Sciences
Industry Accounting
Experience
Exact Sciences April 2009 - Present
Grant Thornton September 2005 - April 2009
Skills
Financial Reporting, Accounting, Financial Analysis, SEC reporting, Strategic Planning, CPA
Education
University of Arkansas at Fayetteville 2000 — 2005
Accounting
Exact Sciences April 2009 - Present
Grant Thornton September 2005 - April 2009
Skills
Financial Reporting, Accounting, Financial Analysis, SEC reporting, Strategic Planning, CPA
Education
University of Arkansas at Fayetteville 2000 — 2005
Accounting
Robert Eperjesy Robert Eperjesy's Grant Thornton Experience August 2008 - May 2012
Job Partner at Barnwell Consulting, LLC
Industry Accounting
Experience
Barnwell Consulting, LLC August 2014 - Present
Self employed January 2014 - July 2014
Wipfli LLP August 2012 - December 2013
Grant Thornton August 2008 - May 2012
RSM McGladrey April 2006 - August 2008
Certegy February 2004 - April 2006
Metaldyne April 2002 - February 2004
Deloitte & Touche September 1998 - March 2002
BDO LLP 1994 - 1995
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, State Tax, Income Tax, Use Tax, Accounting, Property Tax, Sarbanes-Oxley Act, US Tax, Financial Reporting, CPA, Auditing, FIN 48, Partnership Taxation, Sales & Use Tax, GAAP, FAS 5, Tax Preparation, International Tax, SEC filings, US GAAP, Tax Advisory
Education
University of Alabama 1997 — 1998
MTA, Tax
University of Alabama 1995 — 1997
BSCBA, Accounting
Barnwell Consulting, LLC August 2014 - Present
Self employed January 2014 - July 2014
Wipfli LLP August 2012 - December 2013
Grant Thornton August 2008 - May 2012
RSM McGladrey April 2006 - August 2008
Certegy February 2004 - April 2006
Metaldyne April 2002 - February 2004
Deloitte & Touche September 1998 - March 2002
BDO LLP 1994 - 1995
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, State Tax, Income Tax, Use Tax, Accounting, Property Tax, Sarbanes-Oxley Act, US Tax, Financial Reporting, CPA, Auditing, FIN 48, Partnership Taxation, Sales & Use Tax, GAAP, FAS 5, Tax Preparation, International Tax, SEC filings, US GAAP, Tax Advisory
Education
University of Alabama 1997 — 1998
MTA, Tax
University of Alabama 1995 — 1997
BSCBA, Accounting
Stephen Kimsey Stephen Kimsey's Grant Thornton Experience December 2000 - December 2009
Job Chief Financial Officer
Industry Accounting
Experience
L.G. Barcus & Sons July 2012 - Present
Swisher Acquisition, Inc. November 2010 - July 2012
CBIZ MHM, LLC December 2009 - November 2010
Grant Thornton December 2000 - December 2009
RSM McGladrey October 1999 - December 2000
Missouri State Auditors Office January 1993 - December 1994
Skills
Financial Reporting, Financial Analysis, Excel, Forecasting, Cash Flow Forecasting, Cash Flow Management, Budget Management, Accounting, Budgets, Cash Flow, Microsoft Excel, General Ledger, Auditing, Cash Management, GAAP, Risk Management, Financial Accounting, Due Diligence, Business Process..., Mergers, Internal Controls, Finance, Sarbanes-Oxley Act, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Managerial Finance, Account Reconciliation, Internal Audit, Tax, Financial Statements, SEC filings, IFRS, US GAAP, Cost Accounting, Variance Analysis, Strategic Financial..., Financial Audits, Revenue Recognition, Consolidation, CPA, Financial Modeling, Corporate Tax, Management, Restructuring, Tax Accounting, Forensic Accounting, External Audit, Assurance, Tax Preparation
Education
University of Central Missouri 1991 — 1992
MA, Accountancy
University of Central Missouri 1987 — 1991
BSBA, Accounting
L.G. Barcus & Sons July 2012 - Present
Swisher Acquisition, Inc. November 2010 - July 2012
CBIZ MHM, LLC December 2009 - November 2010
Grant Thornton December 2000 - December 2009
RSM McGladrey October 1999 - December 2000
Missouri State Auditors Office January 1993 - December 1994
Skills
Financial Reporting, Financial Analysis, Excel, Forecasting, Cash Flow Forecasting, Cash Flow Management, Budget Management, Accounting, Budgets, Cash Flow, Microsoft Excel, General Ledger, Auditing, Cash Management, GAAP, Risk Management, Financial Accounting, Due Diligence, Business Process..., Mergers, Internal Controls, Finance, Sarbanes-Oxley Act, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Managerial Finance, Account Reconciliation, Internal Audit, Tax, Financial Statements, SEC filings, IFRS, US GAAP, Cost Accounting, Variance Analysis, Strategic Financial..., Financial Audits, Revenue Recognition, Consolidation, CPA, Financial Modeling, Corporate Tax, Management, Restructuring, Tax Accounting, Forensic Accounting, External Audit, Assurance, Tax Preparation
Education
University of Central Missouri 1991 — 1992
MA, Accountancy
University of Central Missouri 1987 — 1991
BSBA, Accounting
Christine McBride Schweinsberg Christine McBride Schweinsberg's Grant Thornton Experience February 2007 - July 2009
Job Owner at Koi Sushi
Industry Marketing and Advertising
Experience
Koi Sushi January 2010 - Present
YMCA of Metropolitan Milwaukee May 2007 - Present
Grant Thornton February 2007 - July 2009
Davis & Kuelthau, s.c. August 2005 - March 2007
Sun Federal Credit Union December 2004 - August 2005
Education
University of Dayton 2000 — 2004
Koi Sushi January 2010 - Present
YMCA of Metropolitan Milwaukee May 2007 - Present
Grant Thornton February 2007 - July 2009
Davis & Kuelthau, s.c. August 2005 - March 2007
Sun Federal Credit Union December 2004 - August 2005
Education
University of Dayton 2000 — 2004
Carl Middelmann Carl Middelmann's Grant Thornton Experience December 1999 - June 2001
Job Sales Director at Project Partners LLC
Industry Computer Software
Experience
Project Partners LLC April 2015 - Present
Oracle Corporation May 2011 - June 2014
M9 Solutions January 2010 - May 2011
Xinify Technologies, Inc. January 2008 - July 2009
Grant Thornton December 1999 - June 2001
SE Technologies 1996 - 1999
Wang Labs 1986 - 1989
Skills
CRM, ERP, Consulting, Project Portfolio..., SaaS, Integration
Education
University of California, Santa Cruz 1979 — 1981
BA, Economics
University of Cape Town
BS Computer Science
Project Partners LLC April 2015 - Present
Oracle Corporation May 2011 - June 2014
M9 Solutions January 2010 - May 2011
Xinify Technologies, Inc. January 2008 - July 2009
Grant Thornton December 1999 - June 2001
SE Technologies 1996 - 1999
Wang Labs 1986 - 1989
Skills
CRM, ERP, Consulting, Project Portfolio..., SaaS, Integration
Education
University of California, Santa Cruz 1979 — 1981
BA, Economics
University of Cape Town
BS Computer Science
Laura Rinehart, CPA Laura Rinehart, CPA's Grant Thornton Experience April 2012 - December 2014
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group January 2015 - Present
Grant Thornton April 2012 - December 2014
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Word, Financial Accounting, Internal Controls, US GAAP, GAAP, Auditing
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2012
Masters, Accounting
The Siegfried Group January 2015 - Present
Grant Thornton April 2012 - December 2014
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Word, Financial Accounting, Internal Controls, US GAAP, GAAP, Auditing
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2012
Masters, Accounting
Dave Wolfer Dave Wolfer's Grant Thornton Experience 1983 - 1989
Job Sr. Manager, Business Development at GBQ Partners
Industry Accounting
Experience
GBQ Partners salesAmko Plastics1991 - 1996
Amko Plastics 1991 - 1996
Grant Thornton 1983 - 1989
Grant Thornton 1983 - 1989
Education
McNicholas High School
University of Cincinnati College of Business
B.B.A. Accounting, Accounting
GBQ Partners salesAmko Plastics1991 - 1996
Amko Plastics 1991 - 1996
Grant Thornton 1983 - 1989
Grant Thornton 1983 - 1989
Education
McNicholas High School
University of Cincinnati College of Business
B.B.A. Accounting, Accounting
Edmond Shi's Grant Thornton Experience March 1997 - November 2001
Job Principal Mobile ID Solutions
Industry Information Technology and Services
Experience
Mobile ID Solutions, Inc November 2001 - Present
Experio Solutions March 1998 - November 2001
Hitachi Consulting March 1998 - November 2001
Grant Thornton March 1997 - November 2001
Scoop June 1997 - March 1998
Optum Software September 1993 - June 1997
Hughes Aircraft Company July 1983 - September 1993
Skills
Executive Management, Software Development, Start-ups, Enterprise Architecture, Technology Management, Project Management, Professional Services, IT Strategy, Vendor Management, Program Management, Security, Enterprise Software, SaaS, E-commerce, Cross-functional Team..., Management Consulting, Management, Strategy, Mobile Applications, Mobile Devices, Outsourcing, Integration, Strategic Partnerships, Product Management, Consulting, Telecommunications, CRM, RFID+, Web Applications, Sales, Cloud Computing, Software Project..., Solution Selling, Go-to-market Strategy, IT Management, Solution Architecture, Direct Sales
Education
UC Irvine 1989 — 1991
MS
UC Irvine 1984 — 1986
MBA
UC Irvine 1980 — 1983
BS
Mobile ID Solutions, Inc November 2001 - Present
Experio Solutions March 1998 - November 2001
Hitachi Consulting March 1998 - November 2001
Grant Thornton March 1997 - November 2001
Scoop June 1997 - March 1998
Optum Software September 1993 - June 1997
Hughes Aircraft Company July 1983 - September 1993
Skills
Executive Management, Software Development, Start-ups, Enterprise Architecture, Technology Management, Project Management, Professional Services, IT Strategy, Vendor Management, Program Management, Security, Enterprise Software, SaaS, E-commerce, Cross-functional Team..., Management Consulting, Management, Strategy, Mobile Applications, Mobile Devices, Outsourcing, Integration, Strategic Partnerships, Product Management, Consulting, Telecommunications, CRM, RFID+, Web Applications, Sales, Cloud Computing, Software Project..., Solution Selling, Go-to-market Strategy, IT Management, Solution Architecture, Direct Sales
Education
UC Irvine 1989 — 1991
MS
UC Irvine 1984 — 1986
MBA
UC Irvine 1980 — 1983
BS
Bob Hersh's Grant Thornton Experience 2011 - Present
Job Principal
Industry Information Technology and Services
Experience
Grant Thornton 2011 - Present
Deloitte 2007 - December 2010
Sapient January 2005 - April 2007
Formation Systems 1999 - 2001
Abex/NWL 1994 - 1996
Andersen Consulting 1986 - 1994
Andersen Consulting (now Accenture) 1986 - 1993
Skills
Acquisition Integration, IT Strategy, Management Consulting, Strategy, Business Transformation, Business Strategy, Management, Budgets, Change Management, Business Process..., Business Analysis, Strategic Planning, Mergers, Program Management
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance, General
University of Connecticut 1982 — 1986
B.S., Chemical Engineering
Westhill 1978 — 1982
Grant Thornton 2011 - Present
Deloitte 2007 - December 2010
Sapient January 2005 - April 2007
Formation Systems 1999 - 2001
Abex/NWL 1994 - 1996
Andersen Consulting 1986 - 1994
Andersen Consulting (now Accenture) 1986 - 1993
Skills
Acquisition Integration, IT Strategy, Management Consulting, Strategy, Business Transformation, Business Strategy, Management, Budgets, Change Management, Business Process..., Business Analysis, Strategic Planning, Mergers, Program Management
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance, General
University of Connecticut 1982 — 1986
B.S., Chemical Engineering
Westhill 1978 — 1982
Angela Damalas's Grant Thornton Experience January 2008 - February 2010
Job Resource Manager at Protiviti
Industry Accounting
Experience
Protiviti August 2015 - Present
Grant Thornton LLP November 2005 - August 2015
Grant Thornton LLP February 2010 - January 2014
Grant Thornton January 2008 - February 2010
Grant Thornton May 2006 - January 2008
Grant Thornton November 2005 - May 2006
PricewaterhouseCoopers September 2003 - August 2005
Skills
Resource Management, Resource Allocation, Conflict Resolution, Human Resources, Talent Management, Employee Relations, College Recruiting, Recruiting, Conducting Interviews, Performance Management, Personal Development, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, GAAP, Internal Controls, US GAAP, Financial Accounting, Financial Analysis, Forecasting, Internal Audit
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Accounting
Brookfield High School 1995 — 1999
Protiviti August 2015 - Present
Grant Thornton LLP November 2005 - August 2015
Grant Thornton LLP February 2010 - January 2014
Grant Thornton January 2008 - February 2010
Grant Thornton May 2006 - January 2008
Grant Thornton November 2005 - May 2006
PricewaterhouseCoopers September 2003 - August 2005
Skills
Resource Management, Resource Allocation, Conflict Resolution, Human Resources, Talent Management, Employee Relations, College Recruiting, Recruiting, Conducting Interviews, Performance Management, Personal Development, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, GAAP, Internal Controls, US GAAP, Financial Accounting, Financial Analysis, Forecasting, Internal Audit
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Accounting
Brookfield High School 1995 — 1999
Dante Gizzi's Grant Thornton Experience December 2002 - October 2004
Job Corporate Tax Director at Millennial Media, Inc.
Industry Accounting
Experience
Army National Guard August 2006 - Present
Micros Systems January 2009 - August 2013
RSM McGladrey, Inc. July 2005 - December 2008
KPMG November 2004 - August 2005
Grant Thornton December 2002 - October 2004
Skills
Corporate Tax, FIN 48, FAS 5, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Internal Controls, Financial Reporting, Auditing, Tax Research, Tax Returns, Sarbanes-Oxley Act, Tax Preparation
Education
University of Baltimore 2001 — 2003
Masters, Taxation
University of Baltimore 1999 — 2001
Bachelor of Science (BS), Accounting
Army National Guard August 2006 - Present
Micros Systems January 2009 - August 2013
RSM McGladrey, Inc. July 2005 - December 2008
KPMG November 2004 - August 2005
Grant Thornton December 2002 - October 2004
Skills
Corporate Tax, FIN 48, FAS 5, Tax, Accounting, Tax Accounting, GAAP, Income Tax, Internal Controls, Financial Reporting, Auditing, Tax Research, Tax Returns, Sarbanes-Oxley Act, Tax Preparation
Education
University of Baltimore 2001 — 2003
Masters, Taxation
University of Baltimore 1999 — 2001
Bachelor of Science (BS), Accounting
Justin Hendrickson's Grant Thornton Experience July 2002 - Present
Job PNW Business Advisory Services Market Leader Grant Thornton
Industry Accounting
Experience
Grant Thornton July 2002 - Present
Arthur Andersen July 1996 - June 2002
Skills
Auditing, Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Internal Controls, IT Audit, Enterprise Risk..., SEC filings, Financial Reporting, SAS70, Accounting, IFRS, US GAAP, Management Consulting, CPA, Business Process..., Restructuring, Due Diligence, External Audit, GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Forensic Accounting, Financial Audits, Financial Statements, Business Valuation, Revenue Recognition, Financial Risk, Assurance, Managerial Finance, Consolidation, Leadership, Risk Management, Corporate Tax, Tax, Financial Accounting, COBIT, CISA
Education
University of California, Santa Barbara 1992 — 1996
Grant Thornton July 2002 - Present
Arthur Andersen July 1996 - June 2002
Skills
Auditing, Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Internal Controls, IT Audit, Enterprise Risk..., SEC filings, Financial Reporting, SAS70, Accounting, IFRS, US GAAP, Management Consulting, CPA, Business Process..., Restructuring, Due Diligence, External Audit, GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Forensic Accounting, Financial Audits, Financial Statements, Business Valuation, Revenue Recognition, Financial Risk, Assurance, Managerial Finance, Consolidation, Leadership, Risk Management, Corporate Tax, Tax, Financial Accounting, COBIT, CISA
Education
University of California, Santa Barbara 1992 — 1996
Darlene Oliai's Grant Thornton Experience May 2008 - December 2008
Job Human Resources Professional
Industry Human Resources
Experience
Eisner Frank & Kahan July 2009 - May 2010
Grant Thornton May 2008 - December 2008
Munger, Tolles & Olson, LLP January 2005 - May 2008
Wood Smith Henning & Berman, LLP July 2004 - December 2004
Howrey Simon Arnold & White, LLP July 2000 - July 2004
Skills
Employee Relations, Deferred Compensation, Employee Benefits, Employment Law, Personnel Management, HR Policies, Training, Management, Leadership, New Hire Orientations, Onboarding, Interviews, Administration, Recruiting, Human Resources
Education
University of California, Los Angeles 2000 — 2002
Human Resources Management Certificate
University of California, Santa Barbara 1988 — 1992
B.A., Double Major: Law & Society and Spanish
Eisner Frank & Kahan July 2009 - May 2010
Grant Thornton May 2008 - December 2008
Munger, Tolles & Olson, LLP January 2005 - May 2008
Wood Smith Henning & Berman, LLP July 2004 - December 2004
Howrey Simon Arnold & White, LLP July 2000 - July 2004
Skills
Employee Relations, Deferred Compensation, Employee Benefits, Employment Law, Personnel Management, HR Policies, Training, Management, Leadership, New Hire Orientations, Onboarding, Interviews, Administration, Recruiting, Human Resources
Education
University of California, Los Angeles 2000 — 2002
Human Resources Management Certificate
University of California, Santa Barbara 1988 — 1992
B.A., Double Major: Law & Society and Spanish
David Sirianni's Grant Thornton Experience 1987 - 1992
Job Business Manager at The Proctor Dealerships Honda, Acura and Subaru
Industry Automotive
Experience
The Proctor Dealerships February 2012 - Present
Proctor Honda January 2011 - February 2012
Nationwide Retirement Solutions February 2008 - September 2010
AIG VALIC 1998 - 2007
State of Florida 1997 - 1998
Self Employed 1992 - 1997
Grant Thornton 1987 - 1992
Skills
Finance, Business Planning, Sales Management, New Business Development, Team Building, Strategic Financial..., Profit, Coaching, Insurance, Strategic Planning, Sales Process, Accounting, Credit, Business Development, Customer Satisfaction, Customer Retention, Forecasting, Financial Analysis, Sales, Online Advertising
Education
University of Central Florida 1975 — 1980
BS, Finance and Management
University of Central Florida - College of Business Administration 1975 — 1980
BS, Finance and Management
The Proctor Dealerships February 2012 - Present
Proctor Honda January 2011 - February 2012
Nationwide Retirement Solutions February 2008 - September 2010
AIG VALIC 1998 - 2007
State of Florida 1997 - 1998
Self Employed 1992 - 1997
Grant Thornton 1987 - 1992
Skills
Finance, Business Planning, Sales Management, New Business Development, Team Building, Strategic Financial..., Profit, Coaching, Insurance, Strategic Planning, Sales Process, Accounting, Credit, Business Development, Customer Satisfaction, Customer Retention, Forecasting, Financial Analysis, Sales, Online Advertising
Education
University of Central Florida 1975 — 1980
BS, Finance and Management
University of Central Florida - College of Business Administration 1975 — 1980
BS, Finance and Management
Kim Zener's Grant Thornton Experience 1995 - 1998
Job Sr. Manager, Technology Solutions at Universal Technical Institute
Industry Management Consulting
Experience
Universal Technical Institute April 2014 - Present
Universal Technical Institute July 2011 - Present
Universal Technical Institute December 2010 - Present
Universal Technical Institute May 2009 - December 2010
JDA Software October 2007 - 2009
EFD, eFunds March 2007 - September 2007
eFunds 2001 - 2007
Deloitte & Touche LLP 1998 - 2000
Grant Thornton 1995 - 1998
Skills
Leadership, Development Of Employees, Agile Project Management, Agile Methodologies, Business Analysis, Project Portfolio..., Scrum, Business Process..., Process Improvement, Program Management, Business Process, SDLC, Management, Project Management, Business Intelligence, Software Project..., ERP, Management Consulting
Education
University of California, Santa Barbara 1990 — 1994
Chaparral High School, Scottsdale AZ 1986 — 1990
Universal Technical Institute April 2014 - Present
Universal Technical Institute July 2011 - Present
Universal Technical Institute December 2010 - Present
Universal Technical Institute May 2009 - December 2010
JDA Software October 2007 - 2009
EFD, eFunds March 2007 - September 2007
eFunds 2001 - 2007
Deloitte & Touche LLP 1998 - 2000
Grant Thornton 1995 - 1998
Skills
Leadership, Development Of Employees, Agile Project Management, Agile Methodologies, Business Analysis, Project Portfolio..., Scrum, Business Process..., Process Improvement, Program Management, Business Process, SDLC, Management, Project Management, Business Intelligence, Software Project..., ERP, Management Consulting
Education
University of California, Santa Barbara 1990 — 1994
Chaparral High School, Scottsdale AZ 1986 — 1990
Harris Smith's Grant Thornton Experience 1976 - Present
Job Partner, Grant Thornton
Industry Accounting
Experience
Grant Thornton 1976 - Present
Education
University of Baltimore 1973 — 1976
Bachelor of Business Administration (BBA), Accounting
Grant Thornton 1976 - Present
Education
University of Baltimore 1973 — 1976
Bachelor of Business Administration (BBA), Accounting
Steven Gin, CISA's Grant Thornton Experience August 2007 - October 2008
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2013 - Present
Moss Adams LLP June 2011 - November 2013
THQ November 2009 - May 2011
CNM, LLP October 2008 - November 2009
Grant Thornton August 2007 - October 2008
Grant Thornton July 2005 - July 2007
BDO Seidman October 2004 - June 2005
BDO Seidman September 2002 - September 2004
UCLA Daily Bruin 1998 - 1999
Skills
SOX, Internal Controls, Audit, Compliance, IT Audit, Auditing, Internal Audit, Risk, ACL, SAP, SAP R/3, SAS70, ITGC, Logical Security, Segregation of Duties, Sarbanes-Oxley Act, Financial Risk, COSO Framework, COSO ERM, Controls Assessment, General Controls, Assurance, Sarbanes-Oxley, US GAAP, Risk Management, CISA, SOX 404, SEC filings, Enterprise Risk..., Information Security..., Access Lists, CPA, Big 4, COSO, GAAP, IFRS, Financial Audits, Consolidation, Forensic Accounting, Financial Accounting, Financial Reporting, SEC Filings
Education
University of California, Los Angeles 1998 — 2002
B.A., Economics
Eagle Rock Jr./Sr. High School 1995 — 1998
North Hollywood High School 1995 — 1998
Castelar Elementary School
Moss Adams LLP November 2013 - Present
Moss Adams LLP June 2011 - November 2013
THQ November 2009 - May 2011
CNM, LLP October 2008 - November 2009
Grant Thornton August 2007 - October 2008
Grant Thornton July 2005 - July 2007
BDO Seidman October 2004 - June 2005
BDO Seidman September 2002 - September 2004
UCLA Daily Bruin 1998 - 1999
Skills
SOX, Internal Controls, Audit, Compliance, IT Audit, Auditing, Internal Audit, Risk, ACL, SAP, SAP R/3, SAS70, ITGC, Logical Security, Segregation of Duties, Sarbanes-Oxley Act, Financial Risk, COSO Framework, COSO ERM, Controls Assessment, General Controls, Assurance, Sarbanes-Oxley, US GAAP, Risk Management, CISA, SOX 404, SEC filings, Enterprise Risk..., Information Security..., Access Lists, CPA, Big 4, COSO, GAAP, IFRS, Financial Audits, Consolidation, Forensic Accounting, Financial Accounting, Financial Reporting, SEC Filings
Education
University of California, Los Angeles 1998 — 2002
B.A., Economics
Eagle Rock Jr./Sr. High School 1995 — 1998
North Hollywood High School 1995 — 1998
Castelar Elementary School
Dan Vonderhaar, C.P.A.'s Grant Thornton Experience 1994 - 2001
Job SVP Finance and Chief Financial Officer at CBank
Industry Banking
Experience
CBank February 2014 - Present
Union Savings Bank March 2005 - February 2014
First Clermont Bank October 2001 - February 2005
Grant Thornton 1994 - 2001
Skills
Loans, Finance, Credit, Commercial Lending, Banking, Loan Origination, Commercial Banking, Retail Banking, Credit Analysis, Mortgage Lending, Refinance, Financial Analysis, Consumer Lending, Mergers & Acquisitions, Accounting, Auditing, Financial Reporting, Management, FHA, Mergers, Community Banking
Education
University of Cincinnati College of Business 1988 — 1994
Bachelor of Business, Accounting
CBank February 2014 - Present
Union Savings Bank March 2005 - February 2014
First Clermont Bank October 2001 - February 2005
Grant Thornton 1994 - 2001
Skills
Loans, Finance, Credit, Commercial Lending, Banking, Loan Origination, Commercial Banking, Retail Banking, Credit Analysis, Mortgage Lending, Refinance, Financial Analysis, Consumer Lending, Mergers & Acquisitions, Accounting, Auditing, Financial Reporting, Management, FHA, Mergers, Community Banking
Education
University of Cincinnati College of Business 1988 — 1994
Bachelor of Business, Accounting
Julie Megyimori, CPA's Grant Thornton Experience January 2005 - July 2007
Job Manager of Financial Reporting at Dealer Tire, LLC
Industry Real Estate
Experience
Forest City Enterprises March 2015 - August 2015
Forest City Enterprises July 2007 - March 2015
Grant Thornton January 2005 - July 2007
Education
University of Dayton 2000 — 2004
BS/MBA, Accounting
Magnificat High School 1996 — 2000
Forest City Enterprises March 2015 - August 2015
Forest City Enterprises July 2007 - March 2015
Grant Thornton January 2005 - July 2007
Education
University of Dayton 2000 — 2004
BS/MBA, Accounting
Magnificat High School 1996 — 2000
John Feiveson's Grant Thornton Experience June 1998 - November 2003
Job Director, Strategy & Planning at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company August 2013 - Present
The Walt Disney Company September 2006 - August 2013
Knowledge Learning Corporation February 2004 - September 2005
Grant Thornton June 1998 - November 2003
Skills
Financial Modeling, Forecasting, Finance, Valuation, Financial Reporting, Variance Analysis, Financial Analysis, Accounting, Sarbanes-Oxley Act, Corporate Finance, Mergers & Acquisitions, Auditing, Strategic Financial..., Strategy, Financial Planning, Financial Accounting, Management
Education
University of Denver - Daniels College of Business 2005 — 2006
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1989 — 1994
BS, Accounting
The Walt Disney Company August 2013 - Present
The Walt Disney Company September 2006 - August 2013
Knowledge Learning Corporation February 2004 - September 2005
Grant Thornton June 1998 - November 2003
Skills
Financial Modeling, Forecasting, Finance, Valuation, Financial Reporting, Variance Analysis, Financial Analysis, Accounting, Sarbanes-Oxley Act, Corporate Finance, Mergers & Acquisitions, Auditing, Strategic Financial..., Strategy, Financial Planning, Financial Accounting, Management
Education
University of Denver - Daniels College of Business 2005 — 2006
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1989 — 1994
BS, Accounting
Diana Phan, CPA's Grant Thornton Experience 2005 - 2007
Job Senior Financial Reporting Analyst
Industry Accounting
Experience
Toyota Motor Sales February 2008 - Present
Toyota Financial Services December 2006 - February 2008
Grant Thornton 2005 - 2007
Gumbiner Savett Inc. 2003 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Internal Controls, Auditing, US GAAP, CPA, Accounting, Financial Accounting, Internal Audit, Financial Modeling, Finance, General Ledger, Budgets, Corporate Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Business Economics, minor in Accounting
Toyota Motor Sales February 2008 - Present
Toyota Financial Services December 2006 - February 2008
Grant Thornton 2005 - 2007
Gumbiner Savett Inc. 2003 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Internal Controls, Auditing, US GAAP, CPA, Accounting, Financial Accounting, Internal Audit, Financial Modeling, Finance, General Ledger, Budgets, Corporate Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Business Economics, minor in Accounting
Stephen McGee's Grant Thornton Experience September 1998 - September 2012
Job Director at Bigelow LLC
Industry Investment Banking
Experience
Bigelow LLC September 2012 - Present
Grant Thornton September 1998 - September 2012
Grant Thornton UK October 1995 - August 1998
Arthur Andersen August 1992 - September 1995
Skills
Business Valuation, Mergers, Acquisitions, Divestitures, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Restructuring, M&A experience, Financial Modeling, SEC filings, Valuation, IPO, Corporate Development, Venture Capital, Financial Analysis
Education
University of Bristol 1989 — 1992
Bachelor of Science (BSc), Economics
Bigelow LLC September 2012 - Present
Grant Thornton September 1998 - September 2012
Grant Thornton UK October 1995 - August 1998
Arthur Andersen August 1992 - September 1995
Skills
Business Valuation, Mergers, Acquisitions, Divestitures, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Restructuring, M&A experience, Financial Modeling, SEC filings, Valuation, IPO, Corporate Development, Venture Capital, Financial Analysis
Education
University of Bristol 1989 — 1992
Bachelor of Science (BSc), Economics
Spencer Hong CPA's Grant Thornton Experience January 2007 - January 2011
Job Principal, assurance and advisory at Fineman West & Co LLP
Industry Accounting
Experience
Fineman West & Co LLP January 2011 - Present
Grant Thornton January 2007 - January 2011
Spencer Hong Finance/Accounting Consulting August 2005 - December 2006
Gumbiner Savett June 2004 - July 2005
PricewaterhouseCoopers 2000 - 2004
Skills
Assurance, Financial Audits, SEC filings, US GAAP, GAAP
Education
University of California, Santa Barbara 1989 — 1994
BA, Economic
Fineman West & Co LLP January 2011 - Present
Grant Thornton January 2007 - January 2011
Spencer Hong Finance/Accounting Consulting August 2005 - December 2006
Gumbiner Savett June 2004 - July 2005
PricewaterhouseCoopers 2000 - 2004
Skills
Assurance, Financial Audits, SEC filings, US GAAP, GAAP
Education
University of California, Santa Barbara 1989 — 1994
BA, Economic
Jackie Shearhod's Grant Thornton Experience September 2005 - July 2007
Job Global Finance at Capital Group
Industry Financial Services
Experience
Capital Group November 2013 - Present
Darden July 2013 - November 2013
Darden Restaurants August 2012 - July 2013
Darden Restaurants August 2010 - August 2012
Darden Restaurants July 2007 - August 2010
Grant Thornton September 2005 - July 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Project Management, Financial Modeling, Corporate Finance, Forecasting, Process Improvement, Budgeting, Financial Accounting, Audit, Auditing, SEC reporting, Project Planning, Excel, SOX, Consolidation, Internal Audit, Risk Management, Hyperion Enterprise, GAAP, Cash Flow, US GAAP, General Ledger, Finance, Budgets, Analysis, Microsoft Excel, SEC filings
Education
University of Central Florida 2005 — 2006
Masters of Science, Accounting
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Capital Group November 2013 - Present
Darden July 2013 - November 2013
Darden Restaurants August 2012 - July 2013
Darden Restaurants August 2010 - August 2012
Darden Restaurants July 2007 - August 2010
Grant Thornton September 2005 - July 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Project Management, Financial Modeling, Corporate Finance, Forecasting, Process Improvement, Budgeting, Financial Accounting, Audit, Auditing, SEC reporting, Project Planning, Excel, SOX, Consolidation, Internal Audit, Risk Management, Hyperion Enterprise, GAAP, Cash Flow, US GAAP, General Ledger, Finance, Budgets, Analysis, Microsoft Excel, SEC filings
Education
University of Central Florida 2005 — 2006
Masters of Science, Accounting
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science, Accounting
Joni Johnson-Powe, JD, CPA's Grant Thornton Experience January 2008 - March 2010
Job Founder at iAccountOn
Industry Information Technology and Services
Experience
Centura Parker Adventist Hospital July 2014 - Present
iAccountOn May 2014 - Present
Taxnologi Solutions, LLC August 2013 - Present
J.P. Powe and Associates, LLC November 2003 - January 2015
SourceGas (formerly Kinder Morgan) March 2010 - April 2012
Grant Thornton January 2008 - March 2010
KPMG 1998 - 2003
EY 1996 - 1998
Skills
Hospitality, Telecommunications, Tax, Accounting, Corporate Tax, Tax Research, Use Tax, Property Tax, US Tax, Income Tax, Indirect Taxation, CPA, Vertex, Tax Advisory, Tax Preparation, Tax Law, Tax Returns, Sales Tax, State Tax Planning, Budgets, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Auditing, Tax Accounting, Management, Financial Statements, Mergers & Acquisitions, SEC filings
Education
University of Colorado School of Law 1993 — 1996
JD - Law Emphasis in Taxation, Law
University of Nebraska-Lincoln 1988 — 1993
BS, Accounting
Cherry Creek
cbcc
Centura Parker Adventist Hospital July 2014 - Present
iAccountOn May 2014 - Present
Taxnologi Solutions, LLC August 2013 - Present
J.P. Powe and Associates, LLC November 2003 - January 2015
SourceGas (formerly Kinder Morgan) March 2010 - April 2012
Grant Thornton January 2008 - March 2010
KPMG 1998 - 2003
EY 1996 - 1998
Skills
Hospitality, Telecommunications, Tax, Accounting, Corporate Tax, Tax Research, Use Tax, Property Tax, US Tax, Income Tax, Indirect Taxation, CPA, Vertex, Tax Advisory, Tax Preparation, Tax Law, Tax Returns, Sales Tax, State Tax Planning, Budgets, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Auditing, Tax Accounting, Management, Financial Statements, Mergers & Acquisitions, SEC filings
Education
University of Colorado School of Law 1993 — 1996
JD - Law Emphasis in Taxation, Law
University of Nebraska-Lincoln 1988 — 1993
BS, Accounting
Cherry Creek
cbcc
Jeff Idels's Grant Thornton Experience 1978 - 1984
Job CFO at Elkus Manfredi Architects
Industry Architecture & Planning
Experience
Elkus Manfredi Architects CFO - First CallThomson Financial1986 - 1998
Earthwatch Institute 1984 - 1986
Grant Thornton 1978 - 1984
Education
University of Bridgeport 1972 — 1976
Elkus Manfredi Architects CFO - First CallThomson Financial1986 - 1998
Earthwatch Institute 1984 - 1986
Grant Thornton 1978 - 1984
Education
University of Bridgeport 1972 — 1976
Agader, Tammy's Grant Thornton Experience Audit ServicesGrant Thornton2003 - Present
Job Audit services
Industry Accounting
Experience
Grant Thornton Audit ServicesGrant Thornton2003 - Present
Grant Thornton 2003 - Present
Education
University of Colorado Boulder 1994 — 1999
Graduate, Accounting
Grant Thornton Audit ServicesGrant Thornton2003 - Present
Grant Thornton 2003 - Present
Education
University of Colorado Boulder 1994 — 1999
Graduate, Accounting
James Cochrane's Grant Thornton Experience January 2002 - July 2004
Job AVP at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase May 2011 - Present
PricewaterhouseCoopers November 2004 - May 2011
Ernst & Young July 2004 - November 2004
Grant Thornton January 2002 - July 2004
Education
University of Brighton 1998 — 2001
JP Morgan Chase May 2011 - Present
PricewaterhouseCoopers November 2004 - May 2011
Ernst & Young July 2004 - November 2004
Grant Thornton January 2002 - July 2004
Education
University of Brighton 1998 — 2001
Dave Wolfer's Grant Thornton Experience 1981 - 1989
Job Owner at Wolfer Promotions
Industry Apparel & Fashion
Experience
Wolfer Promotions MemberRotary Club of Florence2007 - Present
City of Lakeside Park 2009 - 2010
Grant Thornton 1981 - 1989
Education
University of Cincinnati College of Business 1979 — 1983
Wolfer Promotions MemberRotary Club of Florence2007 - Present
City of Lakeside Park 2009 - 2010
Grant Thornton 1981 - 1989
Education
University of Cincinnati College of Business 1979 — 1983
Denice Hertlein's Grant Thornton Experience December 1979 - July 1985
Job Shareholder at Clark, Schaefer, Hackett & Co.
Industry Accounting
Experience
Clark, Schaefer, Hackett & Co. July 2005 - Present
Grant Thornton December 1979 - July 1985
Skills
Audits of Employee..., Accounting, Tax, S Corporations, CPA, GAAP, Tax Preparation, Auditing, Income Tax, Corporate Tax, Due Diligence, Tax Research, Financial Reporting, Partnership Taxation, SEC filings, Tax Accounting, Tax Returns, ProSystem fx Tax, State Tax, Property Tax, US GAAP, Forensic Accounting, Business Valuation, Assurance, Internal Controls, Sales Tax, General Ledger, Construction Accounting, QuickBooks, Payroll Taxes
Education
University of Cincinnati College of Business 1975 — 1979
BBA, Accounting
Clark, Schaefer, Hackett & Co. July 2005 - Present
Grant Thornton December 1979 - July 1985
Skills
Audits of Employee..., Accounting, Tax, S Corporations, CPA, GAAP, Tax Preparation, Auditing, Income Tax, Corporate Tax, Due Diligence, Tax Research, Financial Reporting, Partnership Taxation, SEC filings, Tax Accounting, Tax Returns, ProSystem fx Tax, State Tax, Property Tax, US GAAP, Forensic Accounting, Business Valuation, Assurance, Internal Controls, Sales Tax, General Ledger, Construction Accounting, QuickBooks, Payroll Taxes
Education
University of Cincinnati College of Business 1975 — 1979
BBA, Accounting
Kathryn Goffredi's Grant Thornton Experience June 2006 - August 2007
Job Digital Marketing and Outreach Professional
Industry Marketing and Advertising
Experience
USAC February 2012 - Present
Universal Service Administrative Company June 2009 - February 2012
Fusion UV Systems, Inc. October 2008 - January 2009
Grant Thornton June 2006 - August 2007
Skills
Email Marketing, Event Marketing Strategy, Corporate Website..., CRM, Webcasting, Social Media, Marketing, Marketing Strategy, Program Management, Client Relations, A/B Testing, Mailing List Management, E-newsletter, Writing, Editing, Web Analytics, HTML, Data Analysis, Strategic Planning, Integrated Campaign..., Project Management, Event Planning, Attendee Registration, Survey Design, Community Outreach, Collateral Material..., Adobe Creative Suite, Newsletters, Management, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
MBA
University of Delaware 2004 — 2008
BS, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Marketing
USAC February 2012 - Present
Universal Service Administrative Company June 2009 - February 2012
Fusion UV Systems, Inc. October 2008 - January 2009
Grant Thornton June 2006 - August 2007
Skills
Email Marketing, Event Marketing Strategy, Corporate Website..., CRM, Webcasting, Social Media, Marketing, Marketing Strategy, Program Management, Client Relations, A/B Testing, Mailing List Management, E-newsletter, Writing, Editing, Web Analytics, HTML, Data Analysis, Strategic Planning, Integrated Campaign..., Project Management, Event Planning, Attendee Registration, Survey Design, Community Outreach, Collateral Material..., Adobe Creative Suite, Newsletters, Management, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
MBA
University of Delaware 2004 — 2008
BS, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Marketing
Ervin Sheati's Grant Thornton Experience 2007 - 2009
Job Manager at EY
Industry Accounting
Experience
EY October 2013 - Present
E & Y October 2010 - September 2013
Grant Thornton 2007 - 2009
J.H. Cohn LLP 2006 - 2007
Skills
Sarbanes-Oxley Act, GAAP, US GAAP, Internal Controls, External Audit, Financial Reporting, Financial Accounting, IFRS, CPA, Accounting, Auditing, SEC filings, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Central Oklahoma 2000 — 2006
Dual major in Finance and Accounting
EY October 2013 - Present
E & Y October 2010 - September 2013
Grant Thornton 2007 - 2009
J.H. Cohn LLP 2006 - 2007
Skills
Sarbanes-Oxley Act, GAAP, US GAAP, Internal Controls, External Audit, Financial Reporting, Financial Accounting, IFRS, CPA, Accounting, Auditing, SEC filings, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Central Oklahoma 2000 — 2006
Dual major in Finance and Accounting
Alvin Jordan's Grant Thornton Experience 1996 - 1998
Job Controller at Proscan Imaging
Industry Hospital & Health Care
Experience
ProScan Imaging, LLC 2008 - Present
Sara Lee 2006 - 2008
Sara Lee Foods 2002 - 2006
Cincinati Bell 2000 - 2002
Cincinnati Bell 1998 - 2000
Grant Thornton 1996 - 1998
Skills
Finance, Financial Reporting, Forecasting, Corporate Finance, Accounting, GAAP, Cost Accounting, Internal Controls, Hyperion Enterprise, General Ledger, Process Improvement, Variance Analysis, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act
Education
University of Cincinnati College of Business 1991 — 1996
BBA, Accounting & Finance
ProScan Imaging, LLC 2008 - Present
Sara Lee 2006 - 2008
Sara Lee Foods 2002 - 2006
Cincinati Bell 2000 - 2002
Cincinnati Bell 1998 - 2000
Grant Thornton 1996 - 1998
Skills
Finance, Financial Reporting, Forecasting, Corporate Finance, Accounting, GAAP, Cost Accounting, Internal Controls, Hyperion Enterprise, General Ledger, Process Improvement, Variance Analysis, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act
Education
University of Cincinnati College of Business 1991 — 1996
BBA, Accounting & Finance
Andrea Klausmeier's Grant Thornton Experience August 2009 - Present
Job Internal Audit at Legg Mason
Industry Accounting
Experience
Legg Mason September 2014 - Present
Grant Thornton August 2009 - Present
Grant Thornton July 2003 - July 2009
Skills
Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Legg Mason September 2014 - Present
Grant Thornton August 2009 - Present
Grant Thornton July 2003 - July 2009
Skills
Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Danny Rosenberg, CPA's Grant Thornton Experience October 2008 - October 2011
Job Controller at Saba Capital Management, L.P.
Industry Financial Services
Experience
Saba Capital Management, L.P. November 2014 - Present
Saba Capital Management, L.P. October 2011 - November 2014
GRANT THORNTON October 2008 - October 2011
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Investments, Forecasting, Process Improvement, Strategic Planning, Pricing, Business Development, Accounting
Education
University of Colorado at Boulder 2007 — 2008
Master of Science (M.S.), Financial Accounting
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (B.S.), Finance
Saba Capital Management, L.P. November 2014 - Present
Saba Capital Management, L.P. October 2011 - November 2014
GRANT THORNTON October 2008 - October 2011
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Investments, Forecasting, Process Improvement, Strategic Planning, Pricing, Business Development, Accounting
Education
University of Colorado at Boulder 2007 — 2008
Master of Science (M.S.), Financial Accounting
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (B.S.), Finance
Cullen Holliman's Grant Thornton Experience 2002 - 2004
Job Business Support Team Coordinator/Executive Assistant
Industry Accounting
Experience
PwC August 2011 - Present
ACTIVELY SEEKING EMPLOYMENT! September 2009 - May 2011
FMV Opinions, Inc. October 2009 - February 2010
Grant Thornton 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Education
University of Alabama
PwC August 2011 - Present
ACTIVELY SEEKING EMPLOYMENT! September 2009 - May 2011
FMV Opinions, Inc. October 2009 - February 2010
Grant Thornton 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Education
University of Alabama
Rita Chung's Grant Thornton Experience January 2008 - August 2010
Job Transfer Pricing Specialist
Industry Accounting
Experience
McGladrey July 2012 - Present
Grant Thornton January 2008 - August 2010
GE Capital March 2006 - December 2007
Amgen September 2001 - December 2002
Arthur Andersen & Co. August 2000 - August 2001
PricewaterhouseCoopers January 1993 - July 2000
Skills
Transfer Pricing, International Tax, Corporate Tax, Due Diligence, CPA, Tax Accounting, Tax, Business Valuation, Tax Law, Tax Advisory, Income Tax, Sarbanes-Oxley Act, Restructuring
Education
University of California, San Diego
Bachelors degree, Quantitative Economics
University of Southern California
Master's degree
McGladrey July 2012 - Present
Grant Thornton January 2008 - August 2010
GE Capital March 2006 - December 2007
Amgen September 2001 - December 2002
Arthur Andersen & Co. August 2000 - August 2001
PricewaterhouseCoopers January 1993 - July 2000
Skills
Transfer Pricing, International Tax, Corporate Tax, Due Diligence, CPA, Tax Accounting, Tax, Business Valuation, Tax Law, Tax Advisory, Income Tax, Sarbanes-Oxley Act, Restructuring
Education
University of California, San Diego
Bachelors degree, Quantitative Economics
University of Southern California
Master's degree
Jadie On's Grant Thornton Experience March 2006 - May 2008
Job System Analyst at Southern California Edison
Industry Utilities
Experience
Southern California Edison February 2010 - Present
Morley Builders May 2008 - December 2009
Grant Thornton March 2006 - May 2008
Santa Cruz Community Counseling Center June 2004 - November 2005
UC Santa Cruz September 2001 - June 2003
Skills
Program Management, Training, SAP, Visio, Project Management, Business Process, Business Process..., Process Improvement, Business Analysis, MS Project, Project Portfolio..., Microsoft Excel, Software Documentation, Microsoft Office, Analysis, ERP, Change Management, Enterprise Asset..., Sarbanes-Oxley Act, PowerPoint, Microsoft Word, Management Consulting, Business Process..., Employee Wellness..., Asset Life Cycle..., SAP Integrated Work..., System Integration..., Microsoft Project
Education
University of California, Santa Cruz 1999 — 2003
Bachelor of Arts, Business Management
Southern California Edison February 2010 - Present
Morley Builders May 2008 - December 2009
Grant Thornton March 2006 - May 2008
Santa Cruz Community Counseling Center June 2004 - November 2005
UC Santa Cruz September 2001 - June 2003
Skills
Program Management, Training, SAP, Visio, Project Management, Business Process, Business Process..., Process Improvement, Business Analysis, MS Project, Project Portfolio..., Microsoft Excel, Software Documentation, Microsoft Office, Analysis, ERP, Change Management, Enterprise Asset..., Sarbanes-Oxley Act, PowerPoint, Microsoft Word, Management Consulting, Business Process..., Employee Wellness..., Asset Life Cycle..., SAP Integrated Work..., System Integration..., Microsoft Project
Education
University of California, Santa Cruz 1999 — 2003
Bachelor of Arts, Business Management
Dal Hurtt's Grant Thornton Experience January 2008 - September 2008
Job Venture Capital Finance & Accounting
Industry Venture Capital & Private Equity
Experience
The Broe Group 2009 - Present
Grant Thornton January 2008 - September 2008
Western Union/First Data September 2003 - January 2007
American President Lines 1996 - 2002
U.S. Department of Commerce January 1994 - June 1994
Skills
Strategic Vision, Strategic Planning, Leadership, Business Planning, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Financial Reporting, Financial Forecasting, Financial Accounting, Forensic Accounting, Accounting, Accounting Standards, Project Management, Marketing, International Trade, International Marketing, Options Strategies, Mergers & Acquisitions, Finance, Valuation
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, Accounting
University of Denver - Daniels College of Business 2004 — 2006
MBA/Finance, Finance
Guangzhou Foreign Languages Institute 1994 — 1994
Advanced Mandarin
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Marketing & International Businss (China Emphasis)
The Broe Group 2009 - Present
Grant Thornton January 2008 - September 2008
Western Union/First Data September 2003 - January 2007
American President Lines 1996 - 2002
U.S. Department of Commerce January 1994 - June 1994
Skills
Strategic Vision, Strategic Planning, Leadership, Business Planning, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Financial Reporting, Financial Forecasting, Financial Accounting, Forensic Accounting, Accounting, Accounting Standards, Project Management, Marketing, International Trade, International Marketing, Options Strategies, Mergers & Acquisitions, Finance, Valuation
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, Accounting
University of Denver - Daniels College of Business 2004 — 2006
MBA/Finance, Finance
Guangzhou Foreign Languages Institute 1994 — 1994
Advanced Mandarin
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Marketing & International Businss (China Emphasis)
Brian Reekie's Grant Thornton Experience
Job Accounting/ Finance
Industry Accounting
Experience
Grant Thornton
Skills
Auditing, SAS70, Internal Audit, Sarbanes-Oxley Act, SEC filings, Internal Controls, CPA
Education
ucsb
Grant Thornton
Skills
Auditing, SAS70, Internal Audit, Sarbanes-Oxley Act, SEC filings, Internal Controls, CPA
Education
ucsb
Jim Strassburger's Grant Thornton Experience May 1993 - May 1997
Job Experienced Project Manager/Business Analyst (APICS CertifiedCPIM/CIRM/CSCP)
Industry Information Technology and Services
Experience
TEKsystems February 2011 - July 2011
Robert Half Management Resources August 2010 - February 2011
Tek Systems August 2008 - July 2009
The Metalworking Group February 2007 - February 2008
Independent Consultant July 2003 - January 2007
Guide Technologies LLC February 2001 - June 2003
Jefferson Wells October 2000 - March 2001
Cap Gemini Ernst & Young August 1997 - November 1998
Grant Thornton May 1993 - May 1997
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati
BS, Chemistry
TEKsystems February 2011 - July 2011
Robert Half Management Resources August 2010 - February 2011
Tek Systems August 2008 - July 2009
The Metalworking Group February 2007 - February 2008
Independent Consultant July 2003 - January 2007
Guide Technologies LLC February 2001 - June 2003
Jefferson Wells October 2000 - March 2001
Cap Gemini Ernst & Young August 1997 - November 1998
Grant Thornton May 1993 - May 1997
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati
BS, Chemistry
Vanessa Smith, CPA's Grant Thornton Experience August 2007 - May 2009
Job Manager, Accounting at Broadcom
Industry Entertainment
Experience
Broadcom November 2013 - Present
Broadcom February 2012 - November 2013
Broadcom September 2010 - February 2012
SBE Entertainment June 2009 - September 2010
Grant Thornton August 2007 - May 2009
UCLA September 2004 - June 2007
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics, Accounting
Broadcom November 2013 - Present
Broadcom February 2012 - November 2013
Broadcom September 2010 - February 2012
SBE Entertainment June 2009 - September 2010
Grant Thornton August 2007 - May 2009
UCLA September 2004 - June 2007
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics, Accounting
Greg Flannigan's Grant Thornton Experience July 2004 - October 2012
Job Tax Partner at Lurie Besikof Lapidus & Company, LLP
Industry Accounting
Experience
Lurie Besikof Lapidus & Company, LLP October 2012 - Present
Grant Thornton July 2004 - October 2012
Arthur Andersen 1997 - 2002
Skills
Corporate Tax, SEC filings, Tax, Tax Accounting, CPA, GAAP, Income Tax, US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, FIN 48, International Tax, Tax Advisory
Education
University of South Florida 1999 — 2001
Masters, Taxation
University of Central Florida - College of Business Administration 1993 — 1997
Accounting, Accounting
Lurie Besikof Lapidus & Company, LLP October 2012 - Present
Grant Thornton July 2004 - October 2012
Arthur Andersen 1997 - 2002
Skills
Corporate Tax, SEC filings, Tax, Tax Accounting, CPA, GAAP, Income Tax, US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, FIN 48, International Tax, Tax Advisory
Education
University of South Florida 1999 — 2001
Masters, Taxation
University of Central Florida - College of Business Administration 1993 — 1997
Accounting, Accounting
Bryan Kelley's Grant Thornton Experience March 1989 - October 1994
Job Chief Financial Officer/Vice President of Finance at Saturday Knight Limited
Industry Consumer Goods
Experience
Saturday Knight Limited March 2012 - Present
Neyer Properties, Inc. April 2006 - March 2012
Reading Rock January 2005 - April 2006
Schumacher Dugan June 1996 - January 2005
Jeffrey R. Anderson Real Estate October 1994 - June 1996
Grant Thornton March 1989 - October 1994
Skills
Financial Reporting, Accounting, Leadership, Management
Education
University of Cincinnati College of Business 1987 — 1992
Bachelor of Business, Accounting & Finance
Saturday Knight Limited March 2012 - Present
Neyer Properties, Inc. April 2006 - March 2012
Reading Rock January 2005 - April 2006
Schumacher Dugan June 1996 - January 2005
Jeffrey R. Anderson Real Estate October 1994 - June 1996
Grant Thornton March 1989 - October 1994
Skills
Financial Reporting, Accounting, Leadership, Management
Education
University of Cincinnati College of Business 1987 — 1992
Bachelor of Business, Accounting & Finance
Kim O'Connor's Grant Thornton Experience PartnerPricewaterhouseCoopers1987 - 2002
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton PartnerPricewaterhouseCoopers1987 - 2002
Education
University of Pennsylvania - The Wharton School 1985 — 1987
BS in Economics, Summa cum laude
University of California, Berkeley
English, Math, Philosophy
Grant Thornton PartnerPricewaterhouseCoopers1987 - 2002
Education
University of Pennsylvania - The Wharton School 1985 — 1987
BS in Economics, Summa cum laude
University of California, Berkeley
English, Math, Philosophy
Austen Jackson's Grant Thornton Experience 1988 - 1993
Job CEO and Business Owner mentor and facilitator for those intent on continually improving themselves and their businesses
Industry Management Consulting
Experience
Vistage International 2010 - Present
Rising Tide Group November 2009 - Present
Reaves Jackson Partners, LLC December 2008 - November 2009
America's Kitchen December 2007 - June 2008
PS Energy Group July 2001 - December 2007
A S Haight 1996 - 2001
Grant Thornton 1988 - 1993
Skills
Executive Coaching, Executive Development, CEOs, Business Development, Team Leadership, Leadership Development, Mentoring, Training, Professional Mentoring, Business Strategy, Corporate Development, Management Consulting, Personal Development, Advisory Boards, Business Coaching, Strategic Planning, Finance, Leadership, Strategic Partnerships, Business Planning, Strategy, Entrepreneurship, Performance Management
Education
University of Cape Town 1969 — 1970
MBA, Capital Investment Appraisal
University of Cape Town 1965 — 1968
B. Sc. (Chem. Eng.), Fluid dynamics at low Reynolds Numbers
Vistage International 2010 - Present
Rising Tide Group November 2009 - Present
Reaves Jackson Partners, LLC December 2008 - November 2009
America's Kitchen December 2007 - June 2008
PS Energy Group July 2001 - December 2007
A S Haight 1996 - 2001
Grant Thornton 1988 - 1993
Skills
Executive Coaching, Executive Development, CEOs, Business Development, Team Leadership, Leadership Development, Mentoring, Training, Professional Mentoring, Business Strategy, Corporate Development, Management Consulting, Personal Development, Advisory Boards, Business Coaching, Strategic Planning, Finance, Leadership, Strategic Partnerships, Business Planning, Strategy, Entrepreneurship, Performance Management
Education
University of Cape Town 1969 — 1970
MBA, Capital Investment Appraisal
University of Cape Town 1965 — 1968
B. Sc. (Chem. Eng.), Fluid dynamics at low Reynolds Numbers
Tammy Flowers's Grant Thornton Experience September 1992 - October 1995
Job CFO, McAngus Goudelock & Courie, LLC
Industry Law Practice
Experience
McAngus Goudelock & Courie November 2003 - Present
Safety-Kleen September 1997 - October 2003
Deloitte October 1995 - September 1997
Grant Thornton September 1992 - October 1995
Skills
Tax, Accounting, Mergers, Finance, CPA, SEC filings, Financial Analysis
Education
University of South Carolina - Darla Moore School of Business 1995 — 1997
Master, Taxation
University of Baltimore 1990 — 1992
Bachelor, Accounting
McAngus Goudelock & Courie November 2003 - Present
Safety-Kleen September 1997 - October 2003
Deloitte October 1995 - September 1997
Grant Thornton September 1992 - October 1995
Skills
Tax, Accounting, Mergers, Finance, CPA, SEC filings, Financial Analysis
Education
University of South Carolina - Darla Moore School of Business 1995 — 1997
Master, Taxation
University of Baltimore 1990 — 1992
Bachelor, Accounting
Julie (Somphou) Gallick, CPA, PMP's Grant Thornton Experience September 2007 - March 2011
Job Senior Manager at Kearney & Company
Industry Accounting
Experience
Kearney & Company April 2011 - Present
Grant Thornton September 2007 - March 2011
Amgen June 2006 - August 2006
Skills
Internal Controls, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Management Consulting, Accounting, US GAAP, Business Process..., GAAP, CPA, Financial Accounting, Financial Reporting, External Audit, Revenue Recognition, Sarbanes-Oxley, Financial Analysis, Assurance, Variance Analysis, Finance, Cost Accounting, SOX 404, Payroll, ERP, Corporate Governance, Governance, Financial Statements
Education
University of California, Los Angeles 2004 — 2007
BA, Economics & Accounting
Kearney & Company April 2011 - Present
Grant Thornton September 2007 - March 2011
Amgen June 2006 - August 2006
Skills
Internal Controls, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Management Consulting, Accounting, US GAAP, Business Process..., GAAP, CPA, Financial Accounting, Financial Reporting, External Audit, Revenue Recognition, Sarbanes-Oxley, Financial Analysis, Assurance, Variance Analysis, Finance, Cost Accounting, SOX 404, Payroll, ERP, Corporate Governance, Governance, Financial Statements
Education
University of California, Los Angeles 2004 — 2007
BA, Economics & Accounting
Nikki Lunn's Grant Thornton Experience September 2005 - April 2007
Job Senior Accountant at GE Capital
Industry Consumer Services
Experience
GE Capital January 2013 - Present
SNAAC May 2012 - January 2013
General Revenue Corporation April 2007 - May 2012
Grant Thornton September 2005 - April 2007
University of Dayton-Roesch Library 2001 - 2005
Education
University of Dayton 2001 — 2005
B.S.B.A/MBA, Accounting
GE Capital January 2013 - Present
SNAAC May 2012 - January 2013
General Revenue Corporation April 2007 - May 2012
Grant Thornton September 2005 - April 2007
University of Dayton-Roesch Library 2001 - 2005
Education
University of Dayton 2001 — 2005
B.S.B.A/MBA, Accounting
Kristen Gilliland's Grant Thornton Experience January 2005 - September 2006
Job Internal Audit Analyst at Nucor Corporation
Industry Accounting
Experience
Nucor Corporation September 2006 - February 2010
Grant Thornton January 2005 - September 2006
Education
University of Central Florida
Nucor Corporation September 2006 - February 2010
Grant Thornton January 2005 - September 2006
Education
University of Central Florida
Nathan Bea's Grant Thornton Experience January 2007 - July 2008
Job Sr Accountant at Innovage
Industry Hospital & Health Care
Experience
Total Longterm Care April 2012 - Present
Dot Hill Systems March 2011 - April 2012
Health Inventures September 2008 - March 2011
Grant Thornton January 2007 - July 2008
Echostar May 1999 - January 2007
Skills
Treasurer, Auditing, Accounting, Financial Statements, Variance Analysis, Bank Reconciliation, SEC filings, Journal Entries, General Ledger
Education
University of Colorado Anschutz Medical Campus 2003 — 2005
BA, Finance and Accounting
Elikya 1992 — 1996
HIGH SCHOOL, LATIN AND PHILOSOPHY
Lisanga 1989 — 1991
Total Longterm Care April 2012 - Present
Dot Hill Systems March 2011 - April 2012
Health Inventures September 2008 - March 2011
Grant Thornton January 2007 - July 2008
Echostar May 1999 - January 2007
Skills
Treasurer, Auditing, Accounting, Financial Statements, Variance Analysis, Bank Reconciliation, SEC filings, Journal Entries, General Ledger
Education
University of Colorado Anschutz Medical Campus 2003 — 2005
BA, Finance and Accounting
Elikya 1992 — 1996
HIGH SCHOOL, LATIN AND PHILOSOPHY
Lisanga 1989 — 1991
Lee Chelouche's Grant Thornton Experience September 2007 - December 2009
Job Securities Trader
Industry Financial Services
Experience
Trillium September 2009 - Present
Grant Thornton September 2007 - December 2009
Education
University of California, Los Angeles 2003 — 2007
BA
Trillium September 2009 - Present
Grant Thornton September 2007 - December 2009
Education
University of California, Los Angeles 2003 — 2007
BA
Clare Zhang, CPA, CISA's Grant Thornton Experience 2008 - 2008
Job Internal Audit Manager at Aruba Networks
Industry Financial Services
Experience
Aruba Networks July 2014 - Present
Aruba Networks February 2014 - July 2014
Bare Escentuals September 2011 - January 2014
Deloitte July 2011 - September 2011
Deloitte August 2009 - July 2011
Grant Thornton 2008 - 2008
Skills
Internal Audit, Risk Management, Business Process..., Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Analysis, US GAAP, Financial Analysis, Finance, GAAP, Financial Accounting, Strategy, Leadership
Education
University of California, Berkeley 2005 — 2009
Gahr High
Aruba Networks July 2014 - Present
Aruba Networks February 2014 - July 2014
Bare Escentuals September 2011 - January 2014
Deloitte July 2011 - September 2011
Deloitte August 2009 - July 2011
Grant Thornton 2008 - 2008
Skills
Internal Audit, Risk Management, Business Process..., Sarbanes-Oxley Act, Internal Controls, Auditing, Enterprise Risk..., Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Analysis, US GAAP, Financial Analysis, Finance, GAAP, Financial Accounting, Strategy, Leadership
Education
University of California, Berkeley 2005 — 2009
Gahr High
Patty Lovato's Grant Thornton Experience June 1994 - December 1998
Job Finance Director at Oracle
Industry Computer Software
Experience
Oracle February 2001 - Present
Danella Corporation of Colorado January 1999 - February 2001
Grant Thornton June 1994 - December 1998
Skills
Business Analysis, Essbase, ERP, Financial Reporting, Sarbanes-Oxley Act, Hyperion Planning, Hyperion Enterprise, Professional Services, SaaS, Solution Selling, Sales Operations
Education
University of Colorado Denver
Bachelor's Degree, Accounting
Oracle February 2001 - Present
Danella Corporation of Colorado January 1999 - February 2001
Grant Thornton June 1994 - December 1998
Skills
Business Analysis, Essbase, ERP, Financial Reporting, Sarbanes-Oxley Act, Hyperion Planning, Hyperion Enterprise, Professional Services, SaaS, Solution Selling, Sales Operations
Education
University of Colorado Denver
Bachelor's Degree, Accounting
Krupa Mistry, CPA's Grant Thornton Experience September 2008 - February 2010
Job Senior International Tax Accountant at Fox Filmed Entertainment
Industry Accounting
Experience
Fox Filmed Entertainment May 2013 - Present
WilsonMorgan LLP February 2011 - April 2013
Grant Thornton September 2008 - February 2010
Skills
GoSystems, Lacerte, Engagement, BNA, UltraTax, QuickBooks, Creative Solutions, RIA, T-Value 5, eForms, Superforms, Go File Room, Adobe Acrobat, Microsoft Office
Education
University of California, Irvine 2004 — 2008
B.A., Political Science, Accounting
West high School
Fox Filmed Entertainment May 2013 - Present
WilsonMorgan LLP February 2011 - April 2013
Grant Thornton September 2008 - February 2010
Skills
GoSystems, Lacerte, Engagement, BNA, UltraTax, QuickBooks, Creative Solutions, RIA, T-Value 5, eForms, Superforms, Go File Room, Adobe Acrobat, Microsoft Office
Education
University of California, Irvine 2004 — 2008
B.A., Political Science, Accounting
West high School
Brian Tumpane's Grant Thornton Experience April 2006 - October 2010
Job Corporate Strategy at Walgreens
Industry Venture Capital & Private Equity
Experience
Walgreens October 2013 - Present
Grant Thornton LLP August 2012 - October 2013
Grant Thornton UK LLP October 2010 - August 2012
Grant Thornton April 2006 - October 2010
Thomas Miller Investments - London April 2005 - April 2006
Esoterix August 2003 - March 2005
Skills
Financial Analysis, Financial Modeling, Mergers, Public Equity Offerings, International..., Sell Side, Corporate Development, Buy-side, IFRS, GAAP, Accounting, Strategic Financial..., SEC filings, Internal Controls, Managerial Finance, Due Diligence, IPO, Transaction Advisory..., Venture Capital, Business Valuation, Capital Markets, Financial Reporting, Valuation, Investments, US GAAP, Mergers & Acquisitions, Financial Services, Private Equity, Portfolio Management, Restructuring
Education
University of Cambridge International Examinations 2005 — 2006
Certificate, International Business
University of Dayton 2000 — 2003
BS, Finance and Accounting
Walgreens October 2013 - Present
Grant Thornton LLP August 2012 - October 2013
Grant Thornton UK LLP October 2010 - August 2012
Grant Thornton April 2006 - October 2010
Thomas Miller Investments - London April 2005 - April 2006
Esoterix August 2003 - March 2005
Skills
Financial Analysis, Financial Modeling, Mergers, Public Equity Offerings, International..., Sell Side, Corporate Development, Buy-side, IFRS, GAAP, Accounting, Strategic Financial..., SEC filings, Internal Controls, Managerial Finance, Due Diligence, IPO, Transaction Advisory..., Venture Capital, Business Valuation, Capital Markets, Financial Reporting, Valuation, Investments, US GAAP, Mergers & Acquisitions, Financial Services, Private Equity, Portfolio Management, Restructuring
Education
University of Cambridge International Examinations 2005 — 2006
Certificate, International Business
University of Dayton 2000 — 2003
BS, Finance and Accounting
John H. Kennedy, CPA's Grant Thornton Experience 1986 - 1988
Job Accounting Professional
Industry Accounting
Experience
The Resultants, Inc. June 2004 - March 2008
SumTotal Systems, Inc. 2006 - 2008
Chip Express January 2001 - June 2003
Chipx 2001 - 2003
Equipe Technologies October 1997 - January 2001
PRI Automation 1997 - 2001
Synchronous Communications August 1989 - March 1997
Grant Thornton 1986 - 1988
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Hart High
The Resultants, Inc. June 2004 - March 2008
SumTotal Systems, Inc. 2006 - 2008
Chip Express January 2001 - June 2003
Chipx 2001 - 2003
Equipe Technologies October 1997 - January 2001
PRI Automation 1997 - 2001
Synchronous Communications August 1989 - March 1997
Grant Thornton 1986 - 1988
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Hart High
Wendy (Flynn) Sheldon, CPA's Grant Thornton Experience 2009 - 2009
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US October 2015 - Present
KPMG October 2013 - October 2015
KPMG July 2010 - September 2013
Grant Thornton 2009 - 2009
PRG 2002 - 2003
Skills
Tax Research, Corporate Tax, Accounting, US GAAP, Tax Preparation, CPA, Partnership Taxation, Tax, Internal Controls, Income Tax, Tax Accounting, SEC filings, GAAP, Auditing, Tax Returns
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Taxation, Accounting
KPMG US October 2015 - Present
KPMG October 2013 - October 2015
KPMG July 2010 - September 2013
Grant Thornton 2009 - 2009
PRG 2002 - 2003
Skills
Tax Research, Corporate Tax, Accounting, US GAAP, Tax Preparation, CPA, Partnership Taxation, Tax, Internal Controls, Income Tax, Tax Accounting, SEC filings, GAAP, Auditing, Tax Returns
Education
University of Central Florida - College of Business Administration 2008 — 2009
MST, Taxation, Accounting
Jeremy Epstein, CPA, CFE's Grant Thornton Experience February 2008 - May 2011
Job Fraud and Forensics Manager at Accenture
Industry Accounting
Experience
Accenture January 2014 - Present
Just the Beginning Foundation December 2010 - Present
Crowe Horwath LLP May 2011 - December 2013
Grant Thornton February 2008 - May 2011
Meaden & Moore September 2005 - February 2008
The Bradford Group March 2005 - September 2005
Skills
Accounting, Certified Fraud Examiner, Forensic Accounting, Fraud, US GAAP, SEC filings, Business Valuation, Finance, Internal Controls, Auditing, Financial Reporting, GAAP, Variance Analysis, General Ledger, Computer Forensics, CPA, Risk Assessment
Education
University of Dayton 2000 — 2004
BS, Accounting
Accenture January 2014 - Present
Just the Beginning Foundation December 2010 - Present
Crowe Horwath LLP May 2011 - December 2013
Grant Thornton February 2008 - May 2011
Meaden & Moore September 2005 - February 2008
The Bradford Group March 2005 - September 2005
Skills
Accounting, Certified Fraud Examiner, Forensic Accounting, Fraud, US GAAP, SEC filings, Business Valuation, Finance, Internal Controls, Auditing, Financial Reporting, GAAP, Variance Analysis, General Ledger, Computer Forensics, CPA, Risk Assessment
Education
University of Dayton 2000 — 2004
BS, Accounting
Frank McMahon's Grant Thornton Experience August 2009 - July 2012
Job Vice President, Finance
Industry Accounting
Experience
Qology Direct October 2012 - Present
Grant Thornton August 2009 - July 2012
Deloitte 2004 - 2009
Skills
GAAP, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, External Audit, US GAAP, Accounting, Financial Accounting, CPA, Financial Analysis, Tax, Assurance, Cash Flow, Forecasting, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
University of Central Florida 2002 — 2003
M.S., Accounting
University of Florida 1998 — 2002
B.S., Accounting
Qology Direct October 2012 - Present
Grant Thornton August 2009 - July 2012
Deloitte 2004 - 2009
Skills
GAAP, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls, External Audit, US GAAP, Accounting, Financial Accounting, CPA, Financial Analysis, Tax, Assurance, Cash Flow, Forecasting, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
University of Central Florida 2002 — 2003
M.S., Accounting
University of Florida 1998 — 2002
B.S., Accounting
Geoff Risinger, CPA, CIA's Grant Thornton Experience 2000 - 2002
Job Internal Audit Manager at OGE Energy Corp.
Industry Utilities
Experience
OGE Energy Corp. July 2006 - Present
Hogan & Slovacek 2002 - 2006
Grant Thornton 2000 - 2002
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley, Process Improvement, Management, SEC filings, Financial Analysis, SAP, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, GAAP, IT Audit, US GAAP
Education
University of Central Oklahoma 1997 — 1999
BS, Accounting
OGE Energy Corp. July 2006 - Present
Hogan & Slovacek 2002 - 2006
Grant Thornton 2000 - 2002
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley, Process Improvement, Management, SEC filings, Financial Analysis, SAP, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, GAAP, IT Audit, US GAAP
Education
University of Central Oklahoma 1997 — 1999
BS, Accounting
Vicki Fabbrini's Grant Thornton Experience March 2006 - June 2007
Job HR Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP Sr. HR Business PartnerWashington MutualJune 2007 - March 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Education
University of California, Los Angeles 1982 — 1986
B.A., Italian, History
Moss Adams LLP Sr. HR Business PartnerWashington MutualJune 2007 - March 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Education
University of California, Los Angeles 1982 — 1986
B.A., Italian, History
Jennifer (Daley) Johannisson's Grant Thornton Experience June 2009 - August 2009
Job SALT Manager, Income & Sales Tax
Industry Accounting
Experience
Grant Thornton LLP July 2010 - Present
McRoberts & Associates February 2010 - July 2010
Grant Thornton June 2009 - August 2009
Progressive Insurance May 2008 - August 2008
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Tax Preparation, CPA, Tax Due Diligence, Accounting, Tax Returns, Auditing, FIN 48, Partnership Taxation, State Tax, Due Diligence, Sales Tax, IFRS
Education
University of Dayton 2005 — 2010
MBA, BS, Accounting, Finance
Solon High School 2001 — 2005
High School
Grant Thornton LLP July 2010 - Present
McRoberts & Associates February 2010 - July 2010
Grant Thornton June 2009 - August 2009
Progressive Insurance May 2008 - August 2008
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Tax Preparation, CPA, Tax Due Diligence, Accounting, Tax Returns, Auditing, FIN 48, Partnership Taxation, State Tax, Due Diligence, Sales Tax, IFRS
Education
University of Dayton 2005 — 2010
MBA, BS, Accounting, Finance
Solon High School 2001 — 2005
High School
James Chyz's Grant Thornton Experience 2003 - 2006
Job Assistant Professor at University of Tennessee
Industry Higher Education
Experience
University of Tennessee June 2010 - Present
University of Arizona July 2006 - May 2010
Grant Thornton 2003 - 2006
Skills
Accounting, Higher Education, Data Analysis, Research, Public Speaking, PowerPoint, University Teaching, Microsoft Office, Microsoft Excel, Analysis, Statistics, Microsoft Word, Leadership, Economics, Stata
Education
University of Arizona, Eller College of Management 2006 — 2010
PhD, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
MAC, Accounting
Yale University 1996 — 2000
BA, Anthropology
University of Tennessee June 2010 - Present
University of Arizona July 2006 - May 2010
Grant Thornton 2003 - 2006
Skills
Accounting, Higher Education, Data Analysis, Research, Public Speaking, PowerPoint, University Teaching, Microsoft Office, Microsoft Excel, Analysis, Statistics, Microsoft Word, Leadership, Economics, Stata
Education
University of Arizona, Eller College of Management 2006 — 2010
PhD, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
MAC, Accounting
Yale University 1996 — 2000
BA, Anthropology
Brian Mcdermott's Grant Thornton Experience January 2005 - June 2010
Job Controller at Fischer Special Manufacturing Company
Industry Accounting
Experience
Fischer Special Manufacturing Company January 2014 - Present
Laboratory Partners ~ The MEDLAB December 2011 - December 2013
Basco Manufacturing July 2010 - December 2011
Grant Thornton January 2005 - June 2010
Education
University of Dayton 2000 — 2004
Masters; B.A., Business Administration; Accounting
Fischer Special Manufacturing Company January 2014 - Present
Laboratory Partners ~ The MEDLAB December 2011 - December 2013
Basco Manufacturing July 2010 - December 2011
Grant Thornton January 2005 - June 2010
Education
University of Dayton 2000 — 2004
Masters; B.A., Business Administration; Accounting
David Thomas, CPA's Grant Thornton Experience January 2009 - July 2010
Job Senior Revenue Accountant at Citrix
Industry Accounting
Experience
Citrix August 2013 - Present
Grant Thornton LLP August 2013 - August 2013
Grant Thornton LLP August 2010 - July 2013
Grant Thornton January 2009 - July 2010
McDirmit Davis & Company LLC January 2008 - December 2008
Skills
Financial Accounting, Internal Controls, Accounting, CPA, External Audit, Auditing, GAAP, Financial Reporting, Assurance, Financial Statements, SEC filings, US GAAP, Sarbanes-Oxley Act, IFRS, Financial Analysis, Account Reconciliation
Education
University of Central Florida - College of Business Administration 2004 — 2006
BS, Accounting
Citrix August 2013 - Present
Grant Thornton LLP August 2013 - August 2013
Grant Thornton LLP August 2010 - July 2013
Grant Thornton January 2009 - July 2010
McDirmit Davis & Company LLC January 2008 - December 2008
Skills
Financial Accounting, Internal Controls, Accounting, CPA, External Audit, Auditing, GAAP, Financial Reporting, Assurance, Financial Statements, SEC filings, US GAAP, Sarbanes-Oxley Act, IFRS, Financial Analysis, Account Reconciliation
Education
University of Central Florida - College of Business Administration 2004 — 2006
BS, Accounting
Phillip Ingram, CIA, CISA's Grant Thornton Experience August 2002 - June 2007
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo June 2007 - Present
Grant Thornton August 2002 - June 2007
Ernst & Young October 1997 - August 2002
Skills
Auditing, Accounting, GAAP, Not for Profit, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Financial Reporting, Finance, Internal Audit, Sarbanes-Oxley Act
Education
University of Phoenix 2006 — 2008
MBA, Accounting
University of Delaware 1993 — 1997
BS, Accounting with MIS Minor
Wells Fargo March 2013 - Present
Wells Fargo June 2007 - Present
Grant Thornton August 2002 - June 2007
Ernst & Young October 1997 - August 2002
Skills
Auditing, Accounting, GAAP, Not for Profit, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Financial Reporting, Finance, Internal Audit, Sarbanes-Oxley Act
Education
University of Phoenix 2006 — 2008
MBA, Accounting
University of Delaware 1993 — 1997
BS, Accounting with MIS Minor
Alexander Neff's Grant Thornton Experience January 2007 - June 2012
Job Fund Controller at Franklin Square Capital Partners
Industry Accounting
Experience
Franklin Square Capital Partners June 2012 - Present
Grant Thornton January 2007 - June 2012
First National Bank of Chester County September 2004 - December 2006
Skills
US GAAP, Internal Controls, GAAP, SEC filings, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, CPA, SEC Filings, Finance, External Audit
Education
University of Delaware
BA, Economics
Villanova University
Certificate of Accountancy
Franklin Square Capital Partners June 2012 - Present
Grant Thornton January 2007 - June 2012
First National Bank of Chester County September 2004 - December 2006
Skills
US GAAP, Internal Controls, GAAP, SEC filings, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, CPA, SEC Filings, Finance, External Audit
Education
University of Delaware
BA, Economics
Villanova University
Certificate of Accountancy
Jennifer Williams's Grant Thornton Experience 2004 - 2008
Job Senior Tax Manager at Laureate Education
Industry Consumer Services
Experience
Believe In Tomorrow Children's Foundation August 2012 - Present
The Dagger 2011 - Present
Laureate Education April 2009 - Present
GRANT THORNTON 2004 - 2008
Deloitte 2001 - 2004
Crown Central Petroleum 1999 - 2001
Johns Hopkins Health System 1997 - 1999
Arthur Andersen LLC 1995 - 1997
Skills
International Tax, Tax Accounting, Corporate Tax, Tax
Education
University of Baltimore 1990 — 1996
MS, Taxation
Believe In Tomorrow Children's Foundation August 2012 - Present
The Dagger 2011 - Present
Laureate Education April 2009 - Present
GRANT THORNTON 2004 - 2008
Deloitte 2001 - 2004
Crown Central Petroleum 1999 - 2001
Johns Hopkins Health System 1997 - 1999
Arthur Andersen LLC 1995 - 1997
Skills
International Tax, Tax Accounting, Corporate Tax, Tax
Education
University of Baltimore 1990 — 1996
MS, Taxation
Holly Daetwyler's Grant Thornton Experience June 2008 - Present
Job Forensic, Investigative & Dispute Services Director
Industry Accounting
Experience
Grant Thornton June 2008 - Present
Deloitte & Touche September 2000 - May 2008
Skills
Internal Investigations, Forensic Accounting, FCPA, Alternative Dispute..., Litigation Support, Economic Modeling, Data Analysis, CFF, CPA, Auditing, Financial Reporting, SEC filings, Internal Controls, Accounting, US GAAP, GAAP, Financial Accounting, External Audit, Big 4, Sarbanes-Oxley Act
Education
University of Arizona 1995 — 1999
Bachelor of Science, Accounting & Finance
Shadow Mountain High School
Grant Thornton June 2008 - Present
Deloitte & Touche September 2000 - May 2008
Skills
Internal Investigations, Forensic Accounting, FCPA, Alternative Dispute..., Litigation Support, Economic Modeling, Data Analysis, CFF, CPA, Auditing, Financial Reporting, SEC filings, Internal Controls, Accounting, US GAAP, GAAP, Financial Accounting, External Audit, Big 4, Sarbanes-Oxley Act
Education
University of Arizona 1995 — 1999
Bachelor of Science, Accounting & Finance
Shadow Mountain High School
Paul Schuck's Grant Thornton Experience 2007 - 2009
Job AVP, Treasury at Concentra Financial
Industry Financial Services
Experience
Concentra Financial November 2009 - Present
Grant Thornton 2007 - 2009
Brendan Wood International 2004 - 2006
Skills
Investment Advisory, Business Process..., Visual Basic, Strategic Planning, Securitization, Valuation Modeling, Derivatives, Strategic Financial..., Business Strategy, Business Analysis, Financial Services, Credit Unions
Education
University of Calgary
BA, Economics
Weyburn Comprehensive
Concentra Financial November 2009 - Present
Grant Thornton 2007 - 2009
Brendan Wood International 2004 - 2006
Skills
Investment Advisory, Business Process..., Visual Basic, Strategic Planning, Securitization, Valuation Modeling, Derivatives, Strategic Financial..., Business Strategy, Business Analysis, Financial Services, Credit Unions
Education
University of Calgary
BA, Economics
Weyburn Comprehensive
Angela Mitchell Stallings's Grant Thornton Experience March 1997 - 1999
Job Senior Tax Analyst at Sonoco Products Company
Industry Packaging and Containers
Experience
Sonoco Products Company December 2003 - Present
General Electric February 2002 - December 2003
The Reynolds & Reynolds Company 1999 - 2002
Grant Thornton March 1997 - 1999
Skills
Tax, Auditing, Income Tax, Sarbanes-Oxley, Property Tax, General Ledger, Tax Research, Fixed Assets, Accounting, Account Reconciliation, Variance Analysis, Financial Analysis, Process Improvement, Sales & Use Tax, Accounts Payable, Microsoft Excel, Accruals, Audit, Research
Education
University of Cincinnati College of Business 1996 — 1997
MBA, Accounting
University of Cincinnati College of Business 1994 — 1996
BBA, Accounting/Tax
Northwest Florida State (Okaloosa Walton) College 1992 — 1994
Assoc Busi Admin, Business Admin
Sonoco Products Company December 2003 - Present
General Electric February 2002 - December 2003
The Reynolds & Reynolds Company 1999 - 2002
Grant Thornton March 1997 - 1999
Skills
Tax, Auditing, Income Tax, Sarbanes-Oxley, Property Tax, General Ledger, Tax Research, Fixed Assets, Accounting, Account Reconciliation, Variance Analysis, Financial Analysis, Process Improvement, Sales & Use Tax, Accounts Payable, Microsoft Excel, Accruals, Audit, Research
Education
University of Cincinnati College of Business 1996 — 1997
MBA, Accounting
University of Cincinnati College of Business 1994 — 1996
BBA, Accounting/Tax
Northwest Florida State (Okaloosa Walton) College 1992 — 1994
Assoc Busi Admin, Business Admin
Aliya Giga, CPA, CA's Grant Thornton Experience September 2003 - January 2007
Job Financial Analyst at Statistics Canada
Industry Financial Services
Experience
Statistics Canada September 2011 - Present
General Dynamics Canada August 2008 - August 2011
TransAlta February 2007 - July 2008
Grant Thornton September 2003 - January 2007
Energy and Utilities Board 2002 - 2002
Education
Institute of Chartered Accountants of Canada
CA
University of Calgary
Bachelor of Commerce, Accounting
Statistics Canada September 2011 - Present
General Dynamics Canada August 2008 - August 2011
TransAlta February 2007 - July 2008
Grant Thornton September 2003 - January 2007
Energy and Utilities Board 2002 - 2002
Education
Institute of Chartered Accountants of Canada
CA
University of Calgary
Bachelor of Commerce, Accounting
Tiffany Watts's Grant Thornton Experience July 2009 - June 2011
Job Market Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group September 2015 - Present
DCP Midstream June 2014 - September 2015
DCP Midstream October 2013 - June 2014
Dot Hill Systems November 2012 - October 2013
The Siegfried Group July 2011 - November 2012
Grant Thornton July 2009 - June 2011
Grant Thornton LLP August 2006 - July 2009
Skills
SEC filings, US GAAP, CPA, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Accounting, Financial Accounting, Revenue Recognition, Tax, Finance, Sarbanes-Oxley, SEC Filings
Education
University of Cincinnati College of Business 1996 — 2002
MS, Accounting
The Siegfried Group September 2015 - Present
DCP Midstream June 2014 - September 2015
DCP Midstream October 2013 - June 2014
Dot Hill Systems November 2012 - October 2013
The Siegfried Group July 2011 - November 2012
Grant Thornton July 2009 - June 2011
Grant Thornton LLP August 2006 - July 2009
Skills
SEC filings, US GAAP, CPA, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Accounting, Financial Accounting, Revenue Recognition, Tax, Finance, Sarbanes-Oxley, SEC Filings
Education
University of Cincinnati College of Business 1996 — 2002
MS, Accounting
Amy Gillette's Grant Thornton Experience January 2005 - January 2010
Job Director of Finance at Miami Science Museum
Industry Accounting
Experience
Miami Science Museum January 2010 - Present
Grant Thornton January 2005 - January 2010
Education
University of Central Florida 2000 — 2005
Miami Science Museum January 2010 - Present
Grant Thornton January 2005 - January 2010
Education
University of Central Florida 2000 — 2005
Katherine Rotow, CPA's Grant Thornton Experience August 2009 - August 2011
Job Gross Margin Senior Accountant at Nike
Industry Accounting
Experience
Nike January 2013 - Present
Grant Thornton LLP August 2011 - December 2012
Grant Thornton August 2009 - August 2011
Chevron February 2009 - August 2009
The Daily Californian September 2007 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Accounting, GAAP, SEC filings, Auditing, Financial Reporting, CPA, Financial Accounting, External Audit, Revenue Recognition
Education
University of California, Berkeley 2004 — 2008
Economics
Nike January 2013 - Present
Grant Thornton LLP August 2011 - December 2012
Grant Thornton August 2009 - August 2011
Chevron February 2009 - August 2009
The Daily Californian September 2007 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Accounting, GAAP, SEC filings, Auditing, Financial Reporting, CPA, Financial Accounting, External Audit, Revenue Recognition
Education
University of California, Berkeley 2004 — 2008
Economics
Linnette Klinedinst's Grant Thornton Experience August 2009 - August 2012
Job Inspections at PCAOB
Industry Accounting
Experience
PCAOB June 2014 - Present
Grant Thornton LLP August 2012 - June 2014
Grant Thornton August 2009 - August 2012
Grant Thornton LLP August 2007 - August 2009
Skills
Auditing, Financial Audits, Financial Analysis, Internal Controls, US GAAP, SEC filings, Financial Accounting, Assurance, Sarbanes-Oxley Act, GAAP, External Audit, CPA
Education
University of Arizona 2002 — 2007
MAcc, Accounting
PCAOB June 2014 - Present
Grant Thornton LLP August 2012 - June 2014
Grant Thornton August 2009 - August 2012
Grant Thornton LLP August 2007 - August 2009
Skills
Auditing, Financial Audits, Financial Analysis, Internal Controls, US GAAP, SEC filings, Financial Accounting, Assurance, Sarbanes-Oxley Act, GAAP, External Audit, CPA
Education
University of Arizona 2002 — 2007
MAcc, Accounting
Jonathan Lau, CPA's Grant Thornton Experience January 2010 - January 2012
Job AVP, Senior Auditor at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Alexandria Real Estate Equities, Inc. January 2012 - April 2012
Grant Thornton January 2010 - January 2012
UC Santa Barbara June 2008 - December 2008
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
University of California, Santa Barbara 2004 — 2009
Business Economics with Accounting Emphasis; Law and Society
Bank of America April 2012 - Present
Alexandria Real Estate Equities, Inc. January 2012 - April 2012
Grant Thornton January 2010 - January 2012
UC Santa Barbara June 2008 - December 2008
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
University of California, Santa Barbara 2004 — 2009
Business Economics with Accounting Emphasis; Law and Society
Amanda Hart's Grant Thornton Experience October 2009 - September 2011
Job Senior Manager at BDO Canada LLP
Industry Accounting
Experience
BDO Canada October 2013 - Present
Grant Thornton LLP October 2011 - October 2013
Grant Thornton October 2009 - September 2011
BDO Canada September 2004 - September 2009
Skills
Accounting, Income Tax, Assurance, Financial Statements, Corporate Tax, Financial Accounting, Financial Analysis, Account Reconciliation
Education
University of Calgary 1999 — 2004
Bachelor of Commerce, Accounting
BDO Canada October 2013 - Present
Grant Thornton LLP October 2011 - October 2013
Grant Thornton October 2009 - September 2011
BDO Canada September 2004 - September 2009
Skills
Accounting, Income Tax, Assurance, Financial Statements, Corporate Tax, Financial Accounting, Financial Analysis, Account Reconciliation
Education
University of Calgary 1999 — 2004
Bachelor of Commerce, Accounting
Lauren Aebig's Grant Thornton Experience April 2010 - September 2011
Job Senior Manager at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP October 2011 - October 2014
Grant Thornton April 2010 - September 2011
Leger Marketing February 2009 - March 2010
Skills
Management Consulting, Due Diligence, Proposal Writing, Report Writing, Workshop Facilitation, Interviewing Skills, Business Analysis, Data Analysis, Financial Analysis, Situation Analysis
Education
Certified Management Accountants Association of Alberta 2011 — 2013
Certified Management Accountant (CMA)
University of Alberta 2007 — 2009
Master of Business Administration (MBA)
University of Alberta 1997 — 2002
Bachelor of Arts (BA), Psychology
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP October 2011 - October 2014
Grant Thornton April 2010 - September 2011
Leger Marketing February 2009 - March 2010
Skills
Management Consulting, Due Diligence, Proposal Writing, Report Writing, Workshop Facilitation, Interviewing Skills, Business Analysis, Data Analysis, Financial Analysis, Situation Analysis
Education
Certified Management Accountants Association of Alberta 2011 — 2013
Certified Management Accountant (CMA)
University of Alberta 2007 — 2009
Master of Business Administration (MBA)
University of Alberta 1997 — 2002
Bachelor of Arts (BA), Psychology
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson