Hardesty, LLC
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Hardesty, LLC Employees
Employee
Years
Job
Industry
Jim Price Jim Price's Hardesty, LLC Experience 2011 - Present
Job Chief Financial Officer for global, public (Fortune 500) and large private companies; Ultra High Net Worth Families
Industry Financial Services
Experience
Hardesty, LLC 2011 - Present
CB Richard Ellis 2008 - 2010
Tatum, LLC 2001 - 2010
Santa Ana Federal Empowerment Zone 2001 - 2008
Lewis Homes Management Corp 1984 - 2000
KPMG 1975 - 1978
Skills
Finance, Ultra High Net Worth..., Strategic Leadership, Leadership, Real Estate, Forecasting, Private Equity, Office of the CFO / COO, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Business Development, Risk Management, Asia Pacific, Change Management, GAAP, Strategic Partnerships, Due Diligence, Investments, Value Creation, Auditing, CPA, Portfolio Management, Global Fortune 500, Operations Management, FCPA, Human Resources, Management of large..., Infrastructure Projects
Education
Harvard Business School
MBA, Management, Finance and Real Estate
University of Southern California
BS, Business / Accounting
Hardesty, LLC 2011 - Present
CB Richard Ellis 2008 - 2010
Tatum, LLC 2001 - 2010
Santa Ana Federal Empowerment Zone 2001 - 2008
Lewis Homes Management Corp 1984 - 2000
KPMG 1975 - 1978
Skills
Finance, Ultra High Net Worth..., Strategic Leadership, Leadership, Real Estate, Forecasting, Private Equity, Office of the CFO / COO, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Business Development, Risk Management, Asia Pacific, Change Management, GAAP, Strategic Partnerships, Due Diligence, Investments, Value Creation, Auditing, CPA, Portfolio Management, Global Fortune 500, Operations Management, FCPA, Human Resources, Management of large..., Infrastructure Projects
Education
Harvard Business School
MBA, Management, Finance and Real Estate
University of Southern California
BS, Business / Accounting
Chuck Campagna Chuck Campagna's Hardesty, LLC Experience November 2014 - Present
Job Partner at Hardesty, LLC | Business Restructuring | Merger & Acquisitions | Environmental Services | Capital Markets |
Industry Environmental Services
Experience
Hardesty, LLC November 2014 - Present
CJC Consulting LLC July 2012 - Present
Palladium Equity Partners, LLC 2007 - 2015
SED International, Inc. 2013 - December 2014
Waste Integration Service Consultants 2009 - 2012
Pencamp Investments, LLC 2006 - 2009
One Vision Utility Services, LLC 2005 - 2006
Waste Management 1990 - 2005
84 Lumber 1987 - 1990
Deloitte & Touche 1981 - 1987
Skills
Change Management, Contract Negotiation, Mergers & Acquisitions, Accounting, Auditing, Leadership, Acquisition Integration, Operations Management, Management, P&L Management, Finance, Negotiation, Forecasting, Optimizing Financial..., Strategic Partnerships/..., Leveraging Core..., Executive Leadership..., Integrating Technology..., Product Definition &..., Multi-Functional..., Strategic Planning &..., Internal Controls, Strategic Partnerships, Financial Analysis, Process Improvement
Education
Clarion University of Pennsylvania 1977 — 1981
BS in Business Administration, Accounting
Hardesty, LLC November 2014 - Present
CJC Consulting LLC July 2012 - Present
Palladium Equity Partners, LLC 2007 - 2015
SED International, Inc. 2013 - December 2014
Waste Integration Service Consultants 2009 - 2012
Pencamp Investments, LLC 2006 - 2009
One Vision Utility Services, LLC 2005 - 2006
Waste Management 1990 - 2005
84 Lumber 1987 - 1990
Deloitte & Touche 1981 - 1987
Skills
Change Management, Contract Negotiation, Mergers & Acquisitions, Accounting, Auditing, Leadership, Acquisition Integration, Operations Management, Management, P&L Management, Finance, Negotiation, Forecasting, Optimizing Financial..., Strategic Partnerships/..., Leveraging Core..., Executive Leadership..., Integrating Technology..., Product Definition &..., Multi-Functional..., Strategic Planning &..., Internal Controls, Strategic Partnerships, Financial Analysis, Process Improvement
Education
Clarion University of Pennsylvania 1977 — 1981
BS in Business Administration, Accounting
Jim Harrington Jim Harrington's Hardesty, LLC Experience July 2013 - Present
Job Partner at Hardesty, LLC OnDemand CFO's
Industry Consumer Goods
Experience
Hardesty, LLC July 2013 - Present
City of Rancho Cucamonga October 2009 - Present
Ralcorp Holdings August 2010 - December 2012
Ralcorp Holdings August 2007 - August 2010
Aaron Industries Inc 2005 - 2007
Nestle Waters 2000 - 2005
ConAgra Foods March 1988 - May 2000
Skills
Cost Accounting, Forecasting, Manufacturing, Process Improvement, Budgets, Sarbanes-Oxley Act, Cross-functional Team..., Inventory Management, Financial Reporting, Accounting, Capital Budgeting, Consumer Products, JD Edwards, P&L Management, Internal Controls, Supply Chain Management, Supply Chain, Mergers & Acquisitions, Leadership, Management, Change Management, Project Planning, Logistics, Operations Management, Start-ups, Training, Pricing, Managerial Finance, Finance, Continuous Improvement, Strategy, Purchasing, Financial Modeling, Human Resources, Sales Operations, Negotiation
Education
University of Nebraska at Omaha 1997 — 1999
MBA
University of Nebraska at Omaha 1980 — 1986
Bachelor of Science in Business Administration, Accounting
Hardesty, LLC July 2013 - Present
City of Rancho Cucamonga October 2009 - Present
Ralcorp Holdings August 2010 - December 2012
Ralcorp Holdings August 2007 - August 2010
Aaron Industries Inc 2005 - 2007
Nestle Waters 2000 - 2005
ConAgra Foods March 1988 - May 2000
Skills
Cost Accounting, Forecasting, Manufacturing, Process Improvement, Budgets, Sarbanes-Oxley Act, Cross-functional Team..., Inventory Management, Financial Reporting, Accounting, Capital Budgeting, Consumer Products, JD Edwards, P&L Management, Internal Controls, Supply Chain Management, Supply Chain, Mergers & Acquisitions, Leadership, Management, Change Management, Project Planning, Logistics, Operations Management, Start-ups, Training, Pricing, Managerial Finance, Finance, Continuous Improvement, Strategy, Purchasing, Financial Modeling, Human Resources, Sales Operations, Negotiation
Education
University of Nebraska at Omaha 1997 — 1999
MBA
University of Nebraska at Omaha 1980 — 1986
Bachelor of Science in Business Administration, Accounting
Jerry Morey Jerry Morey's Hardesty, LLC Experience January 2012 - September 2014
Job President at Morey & Associates, Inc.
Industry Health, Wellness and Fitness
Experience
Morey & Associates, Inc. August 2013 - Present
Hardesty, LLC January 2012 - September 2014
Metagenics December 1996 - December 2011
Sure-Wood Forest Products July 1995 - November 1996
Lesley, Thomas, Schwarz & Postma January 1990 - July 1995
Skills
Financial Reporting, Mergers, Acquisition Integration, Accounting, Strategy, Managerial Finance, Business Planning, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Finance, GAAP, Leadership, Start-ups, Executive Management, Budgets, Private Equity, Credit, Internal Controls, Negotiation, Operations Management, Manufacturing, SEC filings, Forecasting, Financial Accounting, Sarbanes-Oxley Act, Entrepreneurship, Strategic Financial..., Cash Flow, Financial Planning
Education
California State University-Fullerton 1986 — 1990
BA, Business Administration with emphasis in Accounting
Morey & Associates, Inc. August 2013 - Present
Hardesty, LLC January 2012 - September 2014
Metagenics December 1996 - December 2011
Sure-Wood Forest Products July 1995 - November 1996
Lesley, Thomas, Schwarz & Postma January 1990 - July 1995
Skills
Financial Reporting, Mergers, Acquisition Integration, Accounting, Strategy, Managerial Finance, Business Planning, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Finance, GAAP, Leadership, Start-ups, Executive Management, Budgets, Private Equity, Credit, Internal Controls, Negotiation, Operations Management, Manufacturing, SEC filings, Forecasting, Financial Accounting, Sarbanes-Oxley Act, Entrepreneurship, Strategic Financial..., Cash Flow, Financial Planning
Education
California State University-Fullerton 1986 — 1990
BA, Business Administration with emphasis in Accounting
Dan Solomon's Hardesty, LLC Experience August 2014 - July 2015
Job Partner at CSuite Financial Partners
Industry Executive Office
Experience
CSuite Financial Partners August 2015 - Present
Hardesty, LLC August 2014 - July 2015
McGladrey May 2006 - August 2014
Hand & Nail Harmony November 2013 - March 2014
The Boeing Company September 2001 - May 2006
Deloitte July 1998 - September 2001
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Private Equity, M&A experience, M&A analysis, FAS 141, FAS 142, Acquisition Integration, Financial Accounting, Mergers & Acquisitions, Divestitures, FAS 5, CPA, Accounting, Financial Reporting, Auditing
Education
Brigham Young University 1995 — 1998
MAcc, Accounting
Brigham Young University - Idaho 1993 — 1995
AA, Accounting
CSuite Financial Partners August 2015 - Present
Hardesty, LLC August 2014 - July 2015
McGladrey May 2006 - August 2014
Hand & Nail Harmony November 2013 - March 2014
The Boeing Company September 2001 - May 2006
Deloitte July 1998 - September 2001
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Private Equity, M&A experience, M&A analysis, FAS 141, FAS 142, Acquisition Integration, Financial Accounting, Mergers & Acquisitions, Divestitures, FAS 5, CPA, Accounting, Financial Reporting, Auditing
Education
Brigham Young University 1995 — 1998
MAcc, Accounting
Brigham Young University - Idaho 1993 — 1995
AA, Accounting
Donnie Parkerson Donnie Parkerson's Hardesty, LLC Experience September 2015 - Present
Job Partner at Hardesty, LLC
Industry Hospital & Health Care
Experience
Hardesty, LLC September 2015 - Present
Parkerson, LLC December 2014 - Present
Tatum, a Randstad company December 2014 - September 2015
Oakstone Publishing August 2010 - December 2014
Tatum, a Randstad company March 2008 - December 2014
First Physicians Capital Group Inc (FPCG) July 2008 - August 2010
Surgical Care Affiliates July 2007 - October 2007
HealthSouth October 2005 - June 2007
HealthSouth May 2004 - September 2005
Young, Parkerson & Company, LLP January 1979 - April 2004
Skills
Accounting, CPA, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Executive Management, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, SEC filings, Strategic Financial..., Acquisition Integration, GAAP, Sarbanes-Oxley, Finance, Financial Accounting, Managerial Finance, Internal Audit, Financial Statements, Budgets, US GAAP, Forensic Accounting, Corporate Finance, Enterprise Risk..., Revenue Recognition, Cost Accounting, Financial Audits, IT Audit, Partnerships, Forecasting, Restructuring, PeopleSoft, Consolidation, Payroll, Cash Flow Forecasting, General Ledger, Business Process..., Financial Planning, Mergers, SEC Filings
Education
Delta State University 1971 — 1974
Bachelor of Business Administration (BBA), Accounting
St. Joe
High school
Hardesty, LLC September 2015 - Present
Parkerson, LLC December 2014 - Present
Tatum, a Randstad company December 2014 - September 2015
Oakstone Publishing August 2010 - December 2014
Tatum, a Randstad company March 2008 - December 2014
First Physicians Capital Group Inc (FPCG) July 2008 - August 2010
Surgical Care Affiliates July 2007 - October 2007
HealthSouth October 2005 - June 2007
HealthSouth May 2004 - September 2005
Young, Parkerson & Company, LLP January 1979 - April 2004
Skills
Accounting, CPA, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Executive Management, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, SEC filings, Strategic Financial..., Acquisition Integration, GAAP, Sarbanes-Oxley, Finance, Financial Accounting, Managerial Finance, Internal Audit, Financial Statements, Budgets, US GAAP, Forensic Accounting, Corporate Finance, Enterprise Risk..., Revenue Recognition, Cost Accounting, Financial Audits, IT Audit, Partnerships, Forecasting, Restructuring, PeopleSoft, Consolidation, Payroll, Cash Flow Forecasting, General Ledger, Business Process..., Financial Planning, Mergers, SEC Filings
Education
Delta State University 1971 — 1974
Bachelor of Business Administration (BBA), Accounting
St. Joe
High school
Daniel Corredor Daniel Corredor's Hardesty, LLC Experience January 2013 - October 2014
Job Executive Consulting
Industry Financial Services
Experience
Executive Consulting November 2014 - Present
Hardesty, LLC January 2013 - October 2014
Southwest Water Company November 2010 - December 2012
Chusei USA, Inc May 2005 - October 2010
CFO Results, LLC April 2002 - May 2005
Azurix Corp. November 1998 - April 2002
Weatherford October 1996 - October 1998
Sperry Sun Drilling Services July 1994 - October 1996
IMPERIAL OIL AND GAS May 1992 - June 1994
McKenzie Oil and Gas January 1989 - May 1992
Skills
Finance, Managerial Finance, Management, Sarbanes-Oxley Act, Financial Analysis, Strategy, Executive Management, Mergers & Acquisitions, Due Diligence, SEC filings, Financial Reporting, Cash Management, Accounting, Financial Modeling, Auditing, Forecasting, Water, Corporate Finance, Mergers, CPA, Cash Flow Forecasting, Accounts Payable, Strategic Planning, Business Strategy, Budgets, Consulting, Management Consulting, International M&A, Operations Management, Strategic Negotiations, Union Relations, Union Agreements, Regulatory Affairs, Regulatory Submissions, Regulatory Compliance, International Business
Education
University of Houston
Bachelor of Science (BS), Accounting and Finance
Executive Consulting November 2014 - Present
Hardesty, LLC January 2013 - October 2014
Southwest Water Company November 2010 - December 2012
Chusei USA, Inc May 2005 - October 2010
CFO Results, LLC April 2002 - May 2005
Azurix Corp. November 1998 - April 2002
Weatherford October 1996 - October 1998
Sperry Sun Drilling Services July 1994 - October 1996
IMPERIAL OIL AND GAS May 1992 - June 1994
McKenzie Oil and Gas January 1989 - May 1992
Skills
Finance, Managerial Finance, Management, Sarbanes-Oxley Act, Financial Analysis, Strategy, Executive Management, Mergers & Acquisitions, Due Diligence, SEC filings, Financial Reporting, Cash Management, Accounting, Financial Modeling, Auditing, Forecasting, Water, Corporate Finance, Mergers, CPA, Cash Flow Forecasting, Accounts Payable, Strategic Planning, Business Strategy, Budgets, Consulting, Management Consulting, International M&A, Operations Management, Strategic Negotiations, Union Relations, Union Agreements, Regulatory Affairs, Regulatory Submissions, Regulatory Compliance, International Business
Education
University of Houston
Bachelor of Science (BS), Accounting and Finance
Kenneth Anthony's Hardesty, LLC Experience July 2013 - Present
Job Managing Partner at Hardesty, LLC
Industry Executive Office
Experience
Hardesty, LLC July 2013 - Present
Sparus Holdings, Inc May 2012 - July 2013
Impellam North America (US brands include: Corestaff, Guidant Group, SCOM, Leafstone) 2009 - 2012
Cadillac Jack, Inc. 2007 - 2008
Timbervest, LLC 2004 - 2007
Philips Consumer Electronics 2002 - 2003
Ownershop.com 2000 - 2001
Kmart 1997 - 2000
Ernst & Young 1984 - 1986
Skills
Forecasting, Finance, Financial Modeling, Financial Analysis, Executive Management, Private Equity, Due Diligence, Strategic Planning, Internal Controls, Business Development, Cash Flow Forecasting, Team Building, Strategy, Process Improvement, Strategic Financial..., Business Planning, Financial Reporting, Cost Accounting, Turn Around Management, Mergers, Financial Audits, Variance Analysis, Financial Advisory, Staffing Services, GAAP, Capital Budgeting, Investor Relations, Strategic Partnerships, Alternative Investments, Temporary Staffing, IFRS, Business Process..., Financial Statement..., Profitability..., Visual Basic, Mentoring Of Staff, Growth Strategies, Process Efficiency, Cost Transparency, Organizational..., Annual Reports, annual returns, timber, retail, Consumer Electronics, Mentoring, Budget Process, Institutional Investors, Accounting, Budgets
Education
Stanford University Graduate School of Business 1993 — 1995
Masters of Business Administration, Business
Hellenic College/Holy Cross Greek Orthodox School of Theology 1986 — 1990
Masters of Divinity, Theology
Saint Bonaventure University 1978 — 1982
Bachelors of Business Administration, Accounting
Fairport High School
Fairport High School
Fairport High School
Hardesty, LLC July 2013 - Present
Sparus Holdings, Inc May 2012 - July 2013
Impellam North America (US brands include: Corestaff, Guidant Group, SCOM, Leafstone) 2009 - 2012
Cadillac Jack, Inc. 2007 - 2008
Timbervest, LLC 2004 - 2007
Philips Consumer Electronics 2002 - 2003
Ownershop.com 2000 - 2001
Kmart 1997 - 2000
Ernst & Young 1984 - 1986
Skills
Forecasting, Finance, Financial Modeling, Financial Analysis, Executive Management, Private Equity, Due Diligence, Strategic Planning, Internal Controls, Business Development, Cash Flow Forecasting, Team Building, Strategy, Process Improvement, Strategic Financial..., Business Planning, Financial Reporting, Cost Accounting, Turn Around Management, Mergers, Financial Audits, Variance Analysis, Financial Advisory, Staffing Services, GAAP, Capital Budgeting, Investor Relations, Strategic Partnerships, Alternative Investments, Temporary Staffing, IFRS, Business Process..., Financial Statement..., Profitability..., Visual Basic, Mentoring Of Staff, Growth Strategies, Process Efficiency, Cost Transparency, Organizational..., Annual Reports, annual returns, timber, retail, Consumer Electronics, Mentoring, Budget Process, Institutional Investors, Accounting, Budgets
Education
Stanford University Graduate School of Business 1993 — 1995
Masters of Business Administration, Business
Hellenic College/Holy Cross Greek Orthodox School of Theology 1986 — 1990
Masters of Divinity, Theology
Saint Bonaventure University 1978 — 1982
Bachelors of Business Administration, Accounting
Fairport High School
Fairport High School
Fairport High School
Inga O'Donnell, MBA, CPA's Hardesty, LLC Experience August 2014 - Present
Job Partner at Hardesty, LLC
Industry Financial Services
Experience
Hardesty, LLC August 2014 - Present
West Coast University March 2012 - April 2014
Corinthian Colleges July 2009 - September 2011
MetroPCS August 2006 - July 2009
O'Donnell Associates October 1998 - August 2006
AirTouch Cellular (Verizon Wireless) May 1994 - February 1996
AirTouch Cellular (Verizon Wireless) August 1993 - May 1994
AirTouch Cellular (Verizon Wireless) April 1993 - August 1993
AirTouch Cellular (Verizon Wireless) June 1992 - April 1993
Coopers & Lybrand Consulting October 1989 - June 1992
Skills
Team Building, Forecasting, Process Improvement, Strategy, Business Process..., Strategic Planning, Cross-functional Team..., Accounting, Financial Analysis, Staff Development, Organizational..., Budgets, Start-ups, Analysis, Leadership, Management, Project Planning, Business Planning, Finance, Business Development, Competitive Analysis, Financial Reporting, Recruiting, Operations Management, Internal Controls, Auditing, Financial Modeling, Project Management, Policy
Education
University of California, Los Angeles
M.B.A.
Board of Accountancy, California
C.P.A.
California State University, Bakersfield
B.S. Business Administration, Concentration in Accounting
Hardesty, LLC August 2014 - Present
West Coast University March 2012 - April 2014
Corinthian Colleges July 2009 - September 2011
MetroPCS August 2006 - July 2009
O'Donnell Associates October 1998 - August 2006
AirTouch Cellular (Verizon Wireless) May 1994 - February 1996
AirTouch Cellular (Verizon Wireless) August 1993 - May 1994
AirTouch Cellular (Verizon Wireless) April 1993 - August 1993
AirTouch Cellular (Verizon Wireless) June 1992 - April 1993
Coopers & Lybrand Consulting October 1989 - June 1992
Skills
Team Building, Forecasting, Process Improvement, Strategy, Business Process..., Strategic Planning, Cross-functional Team..., Accounting, Financial Analysis, Staff Development, Organizational..., Budgets, Start-ups, Analysis, Leadership, Management, Project Planning, Business Planning, Finance, Business Development, Competitive Analysis, Financial Reporting, Recruiting, Operations Management, Internal Controls, Auditing, Financial Modeling, Project Management, Policy
Education
University of California, Los Angeles
M.B.A.
Board of Accountancy, California
C.P.A.
California State University, Bakersfield
B.S. Business Administration, Concentration in Accounting
Caroline (Cotton) Vance's Hardesty, LLC Experience June 2011 - June 2015
Job Director of Marketing & Operations at CSuite Financial Partners, providing senior financial leadership solutions
Industry Executive Office
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - June 2015
Gottschalk Hardesty November 2011 - June 2013
Tatum January 2007 - May 2011
White House Nannies April 2005 - July 2006
ISS Institutional Shareholder Services December 2002 - April 2005
Skills
Exact Target, Constant Contact, Microsoft Office, Event Planning, Marketing Communications, Event Management, Marketing Management, B2B Marketing, Public Relations, Marketing Strategy
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Marketing
Syracuse University 1994 — 1997
BS, TV/Radio/Film Production
Richard Montgomery H.S. 1991 — 1994
Montgomery Blair HS 1990 — 1991
Tim De Cou Tim De Cou's Hardesty, LLC Experience November 2012 - Present
Job Partner National Healthcare Practice Leader at Hardesty, LLC
Industry Staffing and Recruiting
Experience
Hardesty, LLC November 2012 - Present
Orange County Healthcare Financial Network January 2012 - Present
Stratadigm June 2009 - Present
Project Pro Search May 2011 - October 2012
Companies in Critical Periods of Operation September 1977 - February 2010
Skills
Restructuring, Hospitals, Strategic Planning, Managerial Finance, IPO, Management, Project Management, Financial Analysis, Accounting, Financial Modeling, Finance
Education
Loyola Marymount University 1973 — 1977
Bachelors in Science, Accounting
Loyola High School
Accounting
Hardesty, LLC November 2012 - Present
Orange County Healthcare Financial Network January 2012 - Present
Stratadigm June 2009 - Present
Project Pro Search May 2011 - October 2012
Companies in Critical Periods of Operation September 1977 - February 2010
Skills
Restructuring, Hospitals, Strategic Planning, Managerial Finance, IPO, Management, Project Management, Financial Analysis, Accounting, Financial Modeling, Finance
Education
Loyola Marymount University 1973 — 1977
Bachelors in Science, Accounting
Loyola High School
Accounting
Roger W Franklin Roger W Franklin's Hardesty, LLC Experience September 2014 - Present
Job CFO Partner at Hardesty, LLC
Industry Executive Office
Experience
Hardesty, LLC September 2014 - Present
Sabbatical December 2013 - September 2014
Dynamic Aviation Group, Inc. December 2010 - November 2013
Quest Aircraft Company January 2008 - December 2010
Forge Capital, LLC August 2003 - July 2009
National Linen Service, division of NSI (NYSE listed) July 2001 - June 2003
Allied Automotive Group, division of AHI (NYSE listed) October 2000 - July 2001
Simmons Company November 1986 - August 2000
Price Waterhouse June 1978 - November 1986
Skills
Budgets, Mergers & Acquisitions, Analysis, Finance, Accounting, Mergers, Risk Management, Strategic Planning, Leadership, Auditing, Executive Management, Managerial Finance, Tax, Corporate Finance, Team Building, Private Equity, Process Improvement, Financial Analysis, Aviation, Strategy, Leadership Development, Operations Management, Aircraft, Entrepreneurship, Investments, Forecasting, Strategic Financial..., Start-ups, Human Resources, Payroll, Internal Controls, Manufacturing, Employee Benefits, Sarbanes-Oxley Act, Lean Manufacturing, Business Planning, Management, Government, Banking, Program Management, Cost Accounting, Financial Reporting, SEC filings, Acquisition Integration, Aggressive Growth Phases, Corporate Restructuring, Corporate Transactions, Financing, Debt Management, Restructuring
Education
University of Alabama 1974 — 1978
BS, Accounting, magna cum laude
Jemison High School
Hardesty, LLC September 2014 - Present
Sabbatical December 2013 - September 2014
Dynamic Aviation Group, Inc. December 2010 - November 2013
Quest Aircraft Company January 2008 - December 2010
Forge Capital, LLC August 2003 - July 2009
National Linen Service, division of NSI (NYSE listed) July 2001 - June 2003
Allied Automotive Group, division of AHI (NYSE listed) October 2000 - July 2001
Simmons Company November 1986 - August 2000
Price Waterhouse June 1978 - November 1986
Skills
Budgets, Mergers & Acquisitions, Analysis, Finance, Accounting, Mergers, Risk Management, Strategic Planning, Leadership, Auditing, Executive Management, Managerial Finance, Tax, Corporate Finance, Team Building, Private Equity, Process Improvement, Financial Analysis, Aviation, Strategy, Leadership Development, Operations Management, Aircraft, Entrepreneurship, Investments, Forecasting, Strategic Financial..., Start-ups, Human Resources, Payroll, Internal Controls, Manufacturing, Employee Benefits, Sarbanes-Oxley Act, Lean Manufacturing, Business Planning, Management, Government, Banking, Program Management, Cost Accounting, Financial Reporting, SEC filings, Acquisition Integration, Aggressive Growth Phases, Corporate Restructuring, Corporate Transactions, Financing, Debt Management, Restructuring
Education
University of Alabama 1974 — 1978
BS, Accounting, magna cum laude
Jemison High School
Dave Reves Dave Reves's Hardesty, LLC Experience October 2011 - Present
Job Partner at Hardesty, LLC
Industry Aviation & Aerospace
Experience
Hardesty, LLC October 2011 - Present
Venture Aircraft September 2008 - October 2011
Tatum August 2007 - November 2010
Commerce Energy September 2008 - December 2008
Process Fab Inc. August 2007 - August 2008
Vista Paint September 2003 - September 2005
AVX September 1998 - September 2000
Benchmark Technology September 1985 - September 1988
Skills
ERP, Business Process..., Mergers, Due Diligence, Strategy, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Change Management, Restructuring, Strategic Planning, Private Equity, Finance, Internal Controls, Mergers & Acquisitions, Leadership, Management Consulting, Financial Reporting, Accounting, US GAAP, Revenue Recognition, Cash Flow, Executive Management, Management, Auditing, Valuation, Venture Capital, Divestitures, Financial Modeling, Corporate Finance, Acquisition Integration, IPO, Acquisitions, Financial Analysis, SEC filings, Turn Around Management, Business Valuation, Start-ups
Education
California State University-Long Beach
MBA
The University of Texas at Austin - The Red McCombs School of Business
Accounting
Wharton School, University of Pennsylvania
Certificate, Executive Leadership
Hardesty, LLC October 2011 - Present
Venture Aircraft September 2008 - October 2011
Tatum August 2007 - November 2010
Commerce Energy September 2008 - December 2008
Process Fab Inc. August 2007 - August 2008
Vista Paint September 2003 - September 2005
AVX September 1998 - September 2000
Benchmark Technology September 1985 - September 1988
Skills
ERP, Business Process..., Mergers, Due Diligence, Strategy, Forecasting, Sarbanes-Oxley Act, Managerial Finance, Change Management, Restructuring, Strategic Planning, Private Equity, Finance, Internal Controls, Mergers & Acquisitions, Leadership, Management Consulting, Financial Reporting, Accounting, US GAAP, Revenue Recognition, Cash Flow, Executive Management, Management, Auditing, Valuation, Venture Capital, Divestitures, Financial Modeling, Corporate Finance, Acquisition Integration, IPO, Acquisitions, Financial Analysis, SEC filings, Turn Around Management, Business Valuation, Start-ups
Education
California State University-Long Beach
MBA
The University of Texas at Austin - The Red McCombs School of Business
Accounting
Wharton School, University of Pennsylvania
Certificate, Executive Leadership
Harry(Chenyuan) Qiu Harry(Chenyuan) Qiu's Hardesty, LLC Experience September 2015 - Present
Job Linkedin Recruiter at Hardesty, LLC
Industry Financial Services
Experience
Hardesty, LLC September 2015 - Present
GlassRatner Advisory & Capital Group LLC June 2015 - Present
Simon Business School, University of Rochester August 2014 - June 2015
SHANGHAI DA CHEN TECHNOLOGY INVESTMENT CO.LTD June 2014 - July 2014
AT KEARNEY June 2013 - August 2013
STUDY EMPIRE STATE, INC. January 2012 - May 2013
K.B.L CONSULTING GROUP June 2011 - August 2011
Skills
Research, PowerPoint, Data Analysis, Analysis, Market Research, Financial Analysis, Matlab, Public Speaking, Event Planning, Stata
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), Business Administration and Management, General
University of Rochester 2010 — 2014
Bachelor's degree, Applied Mathematics and Business, 3.56
Hardesty, LLC September 2015 - Present
GlassRatner Advisory & Capital Group LLC June 2015 - Present
Simon Business School, University of Rochester August 2014 - June 2015
SHANGHAI DA CHEN TECHNOLOGY INVESTMENT CO.LTD June 2014 - July 2014
AT KEARNEY June 2013 - August 2013
STUDY EMPIRE STATE, INC. January 2012 - May 2013
K.B.L CONSULTING GROUP June 2011 - August 2011
Skills
Research, PowerPoint, Data Analysis, Analysis, Market Research, Financial Analysis, Matlab, Public Speaking, Event Planning, Stata
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), Business Administration and Management, General
University of Rochester 2010 — 2014
Bachelor's degree, Applied Mathematics and Business, 3.56
Greg Kahn's Hardesty, LLC Experience September 2011 - November 2011
Job Corporate Controller at Evans Manufacturing, Inc
Industry Executive Office
Experience
Evans Manufacturing, Inc January 2012 - Present
National University November 2008 - March 2013
Junior Achievement of San Diego & Imperial Counties 2007 - December 2011
Hardesty, LLC September 2011 - November 2011
Street Surfing September 2011 - November 2011
Brandman University - Chapman University System February 2011 - May 2011
SD Hospitality & Design April 2006 - January 2011
California Miramar University 2009 - 2010
Connect Springboard October 2007 - September 2008
Tatum April 2005 - May 2008
Skills
Mergers, Strategic Planning, Financial Reporting, Financial Management, International Business, Manufacturing, Spanish, Accounting, Cost Accounting, Budgeting, Forecasting, Turnarounds, ERP, Internal Controls, Managerial Finance, Budgets, Turn Around Management, Process Improvement, Financial Modeling, Due Diligence, Business Planning, Business Strategy, Start-ups, Analysis, Mergers & Acquisitions, Operations Management, Finance, Program Management, Management Consulting, Leadership, Business Development, Cross-functional Team..., Strategy, Risk Management, Executive Management, Management, Project Planning, Team Building, Strategic Partnerships, Acquisition Integration, Financial Analysis, Change Management, Internal Audit, Entrepreneurship, Consulting, Policy, Leadership Development, Competitive Analysis, Business Process..., Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance & Management
University of California, Los Angeles 1969 — 1973
BA, Mathematics & Economics
Evans Manufacturing, Inc January 2012 - Present
National University November 2008 - March 2013
Junior Achievement of San Diego & Imperial Counties 2007 - December 2011
Hardesty, LLC September 2011 - November 2011
Street Surfing September 2011 - November 2011
Brandman University - Chapman University System February 2011 - May 2011
SD Hospitality & Design April 2006 - January 2011
California Miramar University 2009 - 2010
Connect Springboard October 2007 - September 2008
Tatum April 2005 - May 2008
Skills
Mergers, Strategic Planning, Financial Reporting, Financial Management, International Business, Manufacturing, Spanish, Accounting, Cost Accounting, Budgeting, Forecasting, Turnarounds, ERP, Internal Controls, Managerial Finance, Budgets, Turn Around Management, Process Improvement, Financial Modeling, Due Diligence, Business Planning, Business Strategy, Start-ups, Analysis, Mergers & Acquisitions, Operations Management, Finance, Program Management, Management Consulting, Leadership, Business Development, Cross-functional Team..., Strategy, Risk Management, Executive Management, Management, Project Planning, Team Building, Strategic Partnerships, Acquisition Integration, Financial Analysis, Change Management, Internal Audit, Entrepreneurship, Consulting, Policy, Leadership Development, Competitive Analysis, Business Process..., Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance & Management
University of California, Los Angeles 1969 — 1973
BA, Mathematics & Economics
Elizabeth Betsy Anderson Elizabeth Betsy Anderson's Hardesty, LLC Experience July 2013 - Present
Job Partner at Hardesty, LLC
Industry Financial Services
Experience
Hardesty, LLC July 2013 - Present
Madison Tyler Holdings, LLC August 2006 - September 2012
Aames Investment Corporation 2003 - 2006
Isuzu Motors Acceptance Corporation 1997 - 2003
Sony Development 1996 - 1997
Skills
Sarbanes-Oxley Act, SEC filings, GAAP, Accounting, Strategic Planning, Financial Modeling, Business Planning, Financial Analysis, Finance, Mergers & Acquisitions, IFRS, Strategy, Due Diligence, CPA, Managerial Finance
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA - International Finance
California State University, Long Beach
BS, Business Administration, Accounting
Hardesty, LLC July 2013 - Present
Madison Tyler Holdings, LLC August 2006 - September 2012
Aames Investment Corporation 2003 - 2006
Isuzu Motors Acceptance Corporation 1997 - 2003
Sony Development 1996 - 1997
Skills
Sarbanes-Oxley Act, SEC filings, GAAP, Accounting, Strategic Planning, Financial Modeling, Business Planning, Financial Analysis, Finance, Mergers & Acquisitions, IFRS, Strategy, Due Diligence, CPA, Managerial Finance
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA - International Finance
California State University, Long Beach
BS, Business Administration, Accounting
Rick Damore's Hardesty, LLC Experience January 2014 - May 2014
Job Partner CFO Interim Solution
Industry Executive Office
Experience
CFO Interim Solution 2011 - Present
University of Saint Mary March 2012 - Present
Hardesty, LLC January 2014 - May 2014
Ultimate Escapes January 2008 - December 2010
Renaissant Corporate Solutions 2006 - 2007
XRoads Solutions Group 2002 - 2006
Deloitte Consulting 2000 - 2002
Peerless Products 1995 - 1999
KCG 1993 - 1994
Cook Composites and Polymers 1984 - 1992
Skills
Business Planning, Bank Relations, Cash, Profit Improvement, Balance, Succession Planning, Performance Management, Turn Around Management, Management, Cash Flow, Finance, Restructuring, Banking, Process Improvement, Profit Maximization, Mergers & Acquisitions, Financial Reporting, Small Business, Strategic Planning, Executive Management, Performance Improvement, Strategy, Capital, Mergers, Management Consulting, Operations Management, Venture Capital, Accounting, Portfolio Management, Team Building, Acquisition Integration, Managerial Finance, Start-ups, Corporate Finance
Education
University of Kansas - Graduate School of Business
MBA, Accounting & Business Administration
University of Kansas
BS, Accounting
Olathe High School
CFO Interim Solution 2011 - Present
University of Saint Mary March 2012 - Present
Hardesty, LLC January 2014 - May 2014
Ultimate Escapes January 2008 - December 2010
Renaissant Corporate Solutions 2006 - 2007
XRoads Solutions Group 2002 - 2006
Deloitte Consulting 2000 - 2002
Peerless Products 1995 - 1999
KCG 1993 - 1994
Cook Composites and Polymers 1984 - 1992
Skills
Business Planning, Bank Relations, Cash, Profit Improvement, Balance, Succession Planning, Performance Management, Turn Around Management, Management, Cash Flow, Finance, Restructuring, Banking, Process Improvement, Profit Maximization, Mergers & Acquisitions, Financial Reporting, Small Business, Strategic Planning, Executive Management, Performance Improvement, Strategy, Capital, Mergers, Management Consulting, Operations Management, Venture Capital, Accounting, Portfolio Management, Team Building, Acquisition Integration, Managerial Finance, Start-ups, Corporate Finance
Education
University of Kansas - Graduate School of Business
MBA, Accounting & Business Administration
University of Kansas
BS, Accounting
Olathe High School
Jessica Riester's Hardesty, LLC Experience September 2013 - Present
Job Director of Recruiting
Industry Accounting
Experience
Hardesty, LLC September 2013 - Present
FlexWork Connection June 2007 - December 2009
self employed November 2003 - June 2007
AccentCare, Inc August 2001 - September 2003
Core-Mark International July 1997 - July 1999
Hornblower September 1996 - July 1997
Newport Beach County June 1991 - September 1995
Skills
Start-ups, Due Diligence, Budgets, Strategic Planning, Strategy, Business Planning, Analysis, Strategic Financial..., Recruiting, Sales, Management, Mergers & Acquisitions, Management Consulting, Entrepreneurship, Online Advertising, Competitive Analysis, Business Strategy, Financial Modeling, Business Process..., Coaching, Financial Management..., Networking, Executive Management, Creativity
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Finance, General
University of California, Berkeley 1991 — 1995
B.A., Cognitive Science
Hardesty, LLC September 2013 - Present
FlexWork Connection June 2007 - December 2009
self employed November 2003 - June 2007
AccentCare, Inc August 2001 - September 2003
Core-Mark International July 1997 - July 1999
Hornblower September 1996 - July 1997
Newport Beach County June 1991 - September 1995
Skills
Start-ups, Due Diligence, Budgets, Strategic Planning, Strategy, Business Planning, Analysis, Strategic Financial..., Recruiting, Sales, Management, Mergers & Acquisitions, Management Consulting, Entrepreneurship, Online Advertising, Competitive Analysis, Business Strategy, Financial Modeling, Business Process..., Coaching, Financial Management..., Networking, Executive Management, Creativity
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Finance, General
University of California, Berkeley 1991 — 1995
B.A., Cognitive Science
Matthew Hardke Matthew Hardke's Hardesty, LLC Experience October 2012 - August 2013
Job Commercial Real Estate Broker at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap February 2014 - Present
Coldwell Banker Previews International September 2013 - June 2014
Hardesty LLC October 2012 - August 2013
GlassRatner Advisory & Capital Group LLC November 2012 - June 2013
ARC SUSTAINABILITY October 2012 - June 2013
Armstrong Group at Coldwell Banker Previews, Int. September 2010 - September 2012
Santa Monica Bay Restoration Commission September 2010 - May 2012
Skills
Real Estate, Corporate Social..., Sustainability..., Educational Outreach, Community Outreach, Social Media Outreach, Sustainability, Real Estate Transactions, Marketing, Sales, Investment Properties, Commercial Real Estate, Customer Service, Microsoft Office, Investments, Social Media, Real Estate Development, Social Media Marketing
Education
Loyola Marymount University 2007 — 2012
Natural Science, Environmental Science
CdM 2002 — 2007
CdM
Marcus & Millichap February 2014 - Present
Coldwell Banker Previews International September 2013 - June 2014
Hardesty LLC October 2012 - August 2013
GlassRatner Advisory & Capital Group LLC November 2012 - June 2013
ARC SUSTAINABILITY October 2012 - June 2013
Armstrong Group at Coldwell Banker Previews, Int. September 2010 - September 2012
Santa Monica Bay Restoration Commission September 2010 - May 2012
Skills
Real Estate, Corporate Social..., Sustainability..., Educational Outreach, Community Outreach, Social Media Outreach, Sustainability, Real Estate Transactions, Marketing, Sales, Investment Properties, Commercial Real Estate, Customer Service, Microsoft Office, Investments, Social Media, Real Estate Development, Social Media Marketing
Education
Loyola Marymount University 2007 — 2012
Natural Science, Environmental Science
CdM 2002 — 2007
CdM
Arthur Cohen Arthur Cohen's Hardesty, LLC Experience June 2011 - May 2015
Job Founder and National Managing Partner at CSuite Financial Partners
Industry Staffing and Recruiting
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
Glenda Maxey Glenda Maxey's Hardesty, LLC Experience August 1980 - May 1992
Job ARTIST
Industry Fine Art
Experience
Self-employed May 1971 - Present
Hardesty, LLC August 1980 - May 1992
Skills
Fine Art, Painting, Drawing, Contemporary Art, Illustration
Education
San Diego State University-California State University 1976 — 1977
ANATOMY- BONE STRUCTURE MUSCLES, ETC FOR ART PURPOSES, A
Self-employed May 1971 - Present
Hardesty, LLC August 1980 - May 1992
Skills
Fine Art, Painting, Drawing, Contemporary Art, Illustration
Education
San Diego State University-California State University 1976 — 1977
ANATOMY- BONE STRUCTURE MUSCLES, ETC FOR ART PURPOSES, A
Karl Hardesty, CPA, FHFMA Karl Hardesty, CPA, FHFMA's Hardesty, LLC Experience May 2011 - Present
Job CEO Hardesty LLC , Executive Search & Interim CFO & Controller firm serving private equty & the middle market
Industry Staffing and Recruiting
Experience
Hardesty, LLC May 2011 - Present
Tatum, LLC February 2008 - September 2010
Tatum LLC May 1999 - February 2008
First Physician Care, Inc. January 1994 - May 1998
Pacific Physician Services, Inc. January 1992 - January 1994
Ernst & Young January 1984 - January 1992
Skills
Managerial Finance, Corporate Finance, Finance, Mergers, Financial Reporting, Healthcare, Auditing, Professional Services, CPA, Business Planning, Business Development
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Executive Management Progam, Marketing
Pittsburg State University 1975 — 1979
Bachelor of Science, Accounting
Hardesty, LLC May 2011 - Present
Tatum, LLC February 2008 - September 2010
Tatum LLC May 1999 - February 2008
First Physician Care, Inc. January 1994 - May 1998
Pacific Physician Services, Inc. January 1992 - January 1994
Ernst & Young January 1984 - January 1992
Skills
Managerial Finance, Corporate Finance, Finance, Mergers, Financial Reporting, Healthcare, Auditing, Professional Services, CPA, Business Planning, Business Development
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Executive Management Progam, Marketing
Pittsburg State University 1975 — 1979
Bachelor of Science, Accounting
Greg Eyink Greg Eyink's Hardesty, LLC Experience November 2012 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
Morpho Detection LLC August 2013 - Present
Hardesty, LLC November 2012 - Present
The Row, LLC / Dualstar Entertainment Group January 2010 - August 2012
Tatum LLC August 2006 - December 2009
Rachel Ashwell Shabby Chic September 2006 - August 2009
The Singleton Company 2004 - 2006
University of Southern California 2001 - 2004
United States Gypsum Company (USG) 1992 - 2001
Skills
Financial Forecasting, Strategic Planning, Corporate Budgeting, Financial Reporting, Growth Management, International Finance, Strategic Human..., FRx, Microsoft Dynamics, Accounting, Cost Accounting, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Managerial Finance, Private Equity, Budgets, SEC filings, Executive Management, Acquisition Integration
Education
University of Southern California 2001 — 2004
Masters, MPW
Bowling Green State University 1988 — 1992
Bachelors, Accounting
University of Michigan - Stephen M. Ross School of Business
MBA - In Process
Morpho Detection LLC August 2013 - Present
Hardesty, LLC November 2012 - Present
The Row, LLC / Dualstar Entertainment Group January 2010 - August 2012
Tatum LLC August 2006 - December 2009
Rachel Ashwell Shabby Chic September 2006 - August 2009
The Singleton Company 2004 - 2006
University of Southern California 2001 - 2004
United States Gypsum Company (USG) 1992 - 2001
Skills
Financial Forecasting, Strategic Planning, Corporate Budgeting, Financial Reporting, Growth Management, International Finance, Strategic Human..., FRx, Microsoft Dynamics, Accounting, Cost Accounting, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Managerial Finance, Private Equity, Budgets, SEC filings, Executive Management, Acquisition Integration
Education
University of Southern California 2001 — 2004
Masters, MPW
Bowling Green State University 1988 — 1992
Bachelors, Accounting
University of Michigan - Stephen M. Ross School of Business
MBA - In Process
Barbara Crofts's Hardesty, LLC Experience September 2013 - Present
Job CFO | Finance Director | Controller
Industry Medical Devices
Experience
Hardesty, LLC September 2013 - Present
AllDigital Holdings, Inc. November 2013 - September 2014
Main Electric Supply Co. August 2011 - June 2013
WomanSage Inc. 2012 - 2012
Loma Linda University Medical Center July 2009 - August 2011
DLC, Inc. March 2006 - April 2009
BI Nutraceuticals August 2001 - March 2006
WaterSave Logic Corp February 1998 - August 2001
Krause's Custom Crafted Furniture 1994 - 1995
Arthur Andersen LLP 1978 - 1983
Skills
SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing, Managerial Finance, GAAP, Accounts Payable, Process Improvement, Mergers & Acquisitions, Internal Controls, Analysis, Finance, IFRS, Leadership
Education
University of Southern California - Marshall School of Business 2006 — 2008
Executive MBA
Portland State University - School of Business 1977 — 1978
Post Bacc Program, Accounting
Thunderbird Graduate School of Global Management 1975 — 1976
MBA, International Management
University of Southern California 1970 — 1974
BA, International Relations
Hardesty, LLC September 2013 - Present
AllDigital Holdings, Inc. November 2013 - September 2014
Main Electric Supply Co. August 2011 - June 2013
WomanSage Inc. 2012 - 2012
Loma Linda University Medical Center July 2009 - August 2011
DLC, Inc. March 2006 - April 2009
BI Nutraceuticals August 2001 - March 2006
WaterSave Logic Corp February 1998 - August 2001
Krause's Custom Crafted Furniture 1994 - 1995
Arthur Andersen LLP 1978 - 1983
Skills
SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing, Managerial Finance, GAAP, Accounts Payable, Process Improvement, Mergers & Acquisitions, Internal Controls, Analysis, Finance, IFRS, Leadership
Education
University of Southern California - Marshall School of Business 2006 — 2008
Executive MBA
Portland State University - School of Business 1977 — 1978
Post Bacc Program, Accounting
Thunderbird Graduate School of Global Management 1975 — 1976
MBA, International Management
University of Southern California 1970 — 1974
BA, International Relations
Thomas Gosney's Hardesty, LLC Experience May 2013 - May 2014
Job Chief Financial Officer at Pediatric Therapy Network
Industry Executive Office
Experience
Pediatric Therapy Network August 2014 - Present
Hardesty, LLC May 2013 - May 2014
Outcast Media November 2008 - January 2013
Universal Music Group February 2001 - February 2007
The Left Bank Organization February 1995 - February 2001
Advo January 1989 - February 1995
Skills
Financial Reporting, Start-ups, Entertainment, Accounting, Budgets, Finance, Leadership, Strategy, Process Improvement, Financial Management, Financial Modeling, Financial Forecasting, Cash Management, Cost Containment, Gross Profit Enhancement, Asset Mangement, Human Resource..., Banking Relationships, Audit Management, Vendor Management, Contract Negotiating, Turn Around Management, Small, Closely Held..., Large, Public Companies, Manufacturing, Distribution, Media, Advertising, Mergers, Forecasting, Mergers & Acquisitions, Business Development, Strategic Partnerships, Management, Managerial Finance, Marketing, Private Equity, Acquisition Integration, Financial Analysis, Restructuring, CPA, SEC filings, Sarbanes-Oxley Act, IPO, Strategic Planning, Cost Accounting, Personnel Management
Education
University of Southern California 1985 — 1988
MBA, Business Administration and Management, General
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Olean High School 1970 — 1973
Pediatric Therapy Network August 2014 - Present
Hardesty, LLC May 2013 - May 2014
Outcast Media November 2008 - January 2013
Universal Music Group February 2001 - February 2007
The Left Bank Organization February 1995 - February 2001
Advo January 1989 - February 1995
Skills
Financial Reporting, Start-ups, Entertainment, Accounting, Budgets, Finance, Leadership, Strategy, Process Improvement, Financial Management, Financial Modeling, Financial Forecasting, Cash Management, Cost Containment, Gross Profit Enhancement, Asset Mangement, Human Resource..., Banking Relationships, Audit Management, Vendor Management, Contract Negotiating, Turn Around Management, Small, Closely Held..., Large, Public Companies, Manufacturing, Distribution, Media, Advertising, Mergers, Forecasting, Mergers & Acquisitions, Business Development, Strategic Partnerships, Management, Managerial Finance, Marketing, Private Equity, Acquisition Integration, Financial Analysis, Restructuring, CPA, SEC filings, Sarbanes-Oxley Act, IPO, Strategic Planning, Cost Accounting, Personnel Management
Education
University of Southern California 1985 — 1988
MBA, Business Administration and Management, General
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Olean High School 1970 — 1973
David McGrew's Hardesty, LLC Experience January 2014 - June 2014
Job CFO at San Mateo Medical Center
Industry Hospital & Health Care
Experience
San Mateo Medical Center June 2014 - Present
Fred Finch Youth Center 2006 - Present
Hardesty LLC January 2014 - June 2014
Santa Clara Valley Health and Hospital System September 2011 - October 2013
Kaiser Permanente – Regional Financial Planning & Performance December 2010 - September 2011
Kaiser Permanete - Oakland Medical Center July 2004 - December 2010
Kaiser Permanente IT January 2003 - June 2004
Kaiser Permanente May 1999 - December 2002
Sperling Sampson West July 1998 - March 1999
Davies Medical Center May 1992 - July 1998
Skills
Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Healthcare, Sarbanes-Oxley, Variance Analysis, GAAP, Managerial Finance, Budgets, Leadership, Finance, Auditing, Executive Management, Start-ups, Analysis, Business Planning, Corporate Finance, Financial Audits, Nonprofits, SEC filings, Process Improvement, Policy
Education
San Francisco State University, College of Business 1981 — 1985
Bachelor of Science (BS), Accounting
Pacific Grove High School
San Mateo Medical Center June 2014 - Present
Fred Finch Youth Center 2006 - Present
Hardesty LLC January 2014 - June 2014
Santa Clara Valley Health and Hospital System September 2011 - October 2013
Kaiser Permanente – Regional Financial Planning & Performance December 2010 - September 2011
Kaiser Permanete - Oakland Medical Center July 2004 - December 2010
Kaiser Permanente IT January 2003 - June 2004
Kaiser Permanente May 1999 - December 2002
Sperling Sampson West July 1998 - March 1999
Davies Medical Center May 1992 - July 1998
Skills
Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Healthcare, Sarbanes-Oxley, Variance Analysis, GAAP, Managerial Finance, Budgets, Leadership, Finance, Auditing, Executive Management, Start-ups, Analysis, Business Planning, Corporate Finance, Financial Audits, Nonprofits, SEC filings, Process Improvement, Policy
Education
San Francisco State University, College of Business 1981 — 1985
Bachelor of Science (BS), Accounting
Pacific Grove High School
Luis A. Montilva's Hardesty, LLC Experience March 2013 - Present
Job VP Chief Financial Officer
Industry Utilities
Experience
TF Hudgins Inc April 2013 - Present
Hardesty, LLC March 2013 - Present
Southwest Water Company April 2011 - March 2013
Prime Natural Resources Inc August 2010 - March 2011
VMonitor Inc May 2008 - November 2009
Weatherford International Inc. July 2003 - December 2007
Weatherford International Inc July 1997 - June 2003
Sperry Sun January 1997 - June 1997
BIOTECH LABORATORIOS January 1994 - December 1996
Skills
Financial Reporting, Financial Analysis, Financial Planning, Financial Management, International Business, Treasury Management, Cash Flow Forecasting, Cash Flow Management, Latin America, Excel, Forecasting, Languages, Mentoring, Microsoft Office, Planning, Spanish, Cash Flow, Managerial Finance, Microsoft Excel, Strategic Financial..., Project Planning, Business Analysis, Due Diligence, Internal Controls, Finance, Budgets, Financial Accounting, Análisis financiero, Gerencia de finanzas, Control interno, Finanzas, Planificación financiera, Presupuestos, Pronósticos, Ley Sarbanes-Oxley, Previsiones de flujo de...
Education
University of Tulsa 1976 — 1977
Master in Business Administration (MBA)
Universidad Católica Andrés Bello 1968 — 1973
Bachelor in Economics
Colegio San Ignacio 1967 — 1968
High School
TF Hudgins Inc April 2013 - Present
Hardesty, LLC March 2013 - Present
Southwest Water Company April 2011 - March 2013
Prime Natural Resources Inc August 2010 - March 2011
VMonitor Inc May 2008 - November 2009
Weatherford International Inc. July 2003 - December 2007
Weatherford International Inc July 1997 - June 2003
Sperry Sun January 1997 - June 1997
BIOTECH LABORATORIOS January 1994 - December 1996
Skills
Financial Reporting, Financial Analysis, Financial Planning, Financial Management, International Business, Treasury Management, Cash Flow Forecasting, Cash Flow Management, Latin America, Excel, Forecasting, Languages, Mentoring, Microsoft Office, Planning, Spanish, Cash Flow, Managerial Finance, Microsoft Excel, Strategic Financial..., Project Planning, Business Analysis, Due Diligence, Internal Controls, Finance, Budgets, Financial Accounting, Análisis financiero, Gerencia de finanzas, Control interno, Finanzas, Planificación financiera, Presupuestos, Pronósticos, Ley Sarbanes-Oxley, Previsiones de flujo de...
Education
University of Tulsa 1976 — 1977
Master in Business Administration (MBA)
Universidad Católica Andrés Bello 1968 — 1973
Bachelor in Economics
Colegio San Ignacio 1967 — 1968
High School
Ernie Thomas's Hardesty, LLC Experience October 2011 - Present
Job Partner at Interim Executive & CFO Services Firm, Hardesty, LLC
Industry Financial Services
Experience
Hardesty, LLC October 2011 - Present
Amsef LLC April 1999 - May 2011
TelePacific Communications December 1998 - April 1999
Sempra Energy October 1996 - December 1998
Nationwide Material Handling Equipment August 1994 - October 1996
Self Employed January 1993 - April 1994
Arthur Andersen & Co. January 1990 - January 1993
Skills
Financial Management, Cash Management, Strategic Planning, Contract Negotiation, Accounting, Corporate Finance, Financial Reporting, Business Strategy, Financial Analysis, Financial Modeling, ERP, Budgeting, Auditing, Compliance, Risk Management, Process Improvement, Microsoft Office, Internal Controls, Start-ups, Forecasting, GAAP, Excel, Cash Flow, Business Process..., New Business Development
Education
University of California, Los Angeles 1984 — 1989
Bachelor of Arts, Economics
Hardesty, LLC October 2011 - Present
Amsef LLC April 1999 - May 2011
TelePacific Communications December 1998 - April 1999
Sempra Energy October 1996 - December 1998
Nationwide Material Handling Equipment August 1994 - October 1996
Self Employed January 1993 - April 1994
Arthur Andersen & Co. January 1990 - January 1993
Skills
Financial Management, Cash Management, Strategic Planning, Contract Negotiation, Accounting, Corporate Finance, Financial Reporting, Business Strategy, Financial Analysis, Financial Modeling, ERP, Budgeting, Auditing, Compliance, Risk Management, Process Improvement, Microsoft Office, Internal Controls, Start-ups, Forecasting, GAAP, Excel, Cash Flow, Business Process..., New Business Development
Education
University of California, Los Angeles 1984 — 1989
Bachelor of Arts, Economics