Independent Financial Consultant
Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.
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Independent Financial Consultant Employees
Carrington Mortgage Holdings June 2015 - Present
Cash Call April 2012 - June 2015
Independent Financial Consultant November 2011 - March 2012
Impac Companies May 2009 - October 2011
Tatum, a Randstad Company April 2008 - May 2009
Bear Stearns Residential Mortgage Corporation May 2002 - January 2008
Option One Mortgage May 2000 - May 2002
Option One Mortgage 2000 - 2002
Town & Country Credit January 1997 - May 2000
Skills
Financial Modeling, Forecasting, Financial Reporting, Accounting, Budgets, Financial Analysis, Process Improvement, Cash Management, Leadership, SEC filings, Management, Managerial Finance, Strategic Financial..., Start-ups, Capital Markets, Credit, Strategic Planning, Project Planning, Business Strategy, Leadership Development, Real Estate, Internal Audit, Microsoft Excel, Budget Development, Team Management, Staff Mentoring, Project Coordination, Treasury, SEC reporting, Debt and Derivative..., Essbase, Epicor, SQL, Visual Basic, Visio, Excel, Word, MS Project, Access, Budgeting, Data Analysis, FRX, Mentoring, Acquisition Integration, Acquisition Analysis, Team Leadership, Treasury Ma, AMB, Accounting for Mortgage..., Great Plains Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Business Administration
California State University-Dominguez Hills 1988 — 1991
BS, Business Administration
Independent Financial Consultant January 2014 - Present
Liberty Tax Service January 2013 - December 2013
Children's Law Center of California October 2011 - January 2012
Marshalls 2006 - 2012
Skills
Tax Preparation, Customer Service, Microsoft Office, Accounts Payable, Accounts Receivable, Bookkeeping, Supervisory Experience, Team Leadership, QuickBooks
Education
California State University-Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Sociology
Fullerton College 2006 — 2010
WatershipBlue 2015 - Present
UBS Investment Bank 2013 - 2015
UBS Investment Bank 2010 - 2013
UBS Investment Bank 2006 - 2010
Independent Financial Consultant 2001 - 2004
Point West Capital 1993 - 2001
Skills
Corporate Finance, Investment Banking, LBO, Valuation, Capital Markets, Equities, Fixed Income, Private Equity, Leveraged Finance, Financial Modeling, Corporate Development, M&A experience, Investments
Education
University of Chicago GSB
Master of Business Administration (MBA), Finance, Accounting
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance
CAF - Asset Management Corporation (CAF-AM) 2014 - Present
Arup 2013 - Present
Independent Financial Consultant 2009 - Present
CAF 2011 - 2013
CIFI 2008 - 2008
Corporacion Andina de Fomento (CAF) 2005 - 2007
Corporacion Andina de Fomento (CAF) 1998 - 2005
BNP Paribas 1997 - 1998
Corporacion Andina de Fomento (CAF) 1994 - 1997
Financorp Valores Casa de Bolsa C.A 1993 - 1994
Skills
Project Finance, Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Structured Finance, Emerging Markets, Managerial Finance, Financial Analysis, Banking, Spanish-English, Business Strategy, Financial Structuring, Renewable Energy, Energy Efficiency, Credit Risk, Solar Energy, Sustainable Energy, Biomass, Financial Markets, Photovoltaics, PPP projects, Latin America, Financial Advisory, PPP, Capital Markets, Restructuring, Strategy, Spanish, Business Planning, Management, Finance
Education
IESA 1988 — 1990
MBA, Finance
Universidad Simón Bolívar 1981 — 1986
BSEE, Electronics, Thesis was awarded with honors.
Colegio San Ignacio de Loyola
Ricoh Americas Corporation October 2014 - Present
Independent Financial Consultant September 2001 - July 2014
Skills
Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, English, Negotiation, Analysis, Teamwork, Microsoft Office, Microsoft Word, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Budgets, Editing, B2B
Education
Illinois State University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Digirad September 2010 - April 2011
Aubrey, Inc. October 2009 - September 2010
San Diego Connect 2009 - 2010
Tatum, LLC February 2008 - September 2009
Resources Global Consulting October 2007 - February 2008
TranzFinity, Inc 2008 - 2008
Independent Financial Consultant December 2006 - April 2007
MedVantx, Inc September 2005 - December 2006
MedImpact, Inc April 2001 - September 2005
Baxter Healthcare October 1991 - April 2001
Skills
Financial Analysis, Accounting, Budgeting, Financial Management, Investments, Merger & Acquisition..., Internal Audit, External Audit, Strategic Planning, Mergers, Financial Modeling, Budgets, Managerial Finance, Analysis, Business Planning, Finance, Strategy, Start-ups, Cost Accounting, Auditing, Corporate Finance, Management, Financial Reporting, Mergers & Acquisitions, Acquisition Integration, Internal Controls, Strategic Financial..., Leadership, Management Consulting, Contract Negotiation, SEC filings, Forecasting, Business Process..., Process Improvement, Project Planning, Risk Management, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Competitive Analysis, Consolidation, Sarbanes-Oxley, US GAAP, Restructuring, Cash Management, Financial Forecasting, Due Diligence, Executive Management, Valuation, Cash Flow
Education
San Diego State University-California State University 1983 — 1986
MBA, Finance
University of Missouri-Columbia 1977 — 1980
BSBA, Accounting, 3.0
Orange Glen High School
Mission Edge San Diego May 2014 - Present
Independent Financial Consultant 2013 - Present
Classic Foods, Inc. 2007 - 2012
ORYXE International Inc. 2004 - 2006
Independent Financial Consultant 2002 - 2004
Edison Capital, An Edison International Company 1996 - 2001
UBS 1991 - 1996
Skills
Budgets, Project Management, Team Building, Strategic Planning, Inventory Management, Cross-functional Team..., Financial Modeling, Financial Reporting, Forecasting, Marketing, Supply Chain Management, Treasury Management, Banking Relationships, Venture Financing, Commercial Leasing, Commercial Lending, Credit Analysis, Asset Based Lending, Loan Work-outs, Asset Management, Compliance, Food Service, Food Manufacturing, Retail Sales, Alternative Energy, Oil & Gas Industry, Power Utilities, Start-ups, Early Stage Companies, Business Planning, New Business Development, Risk Management, Cash Management, Restructuring, Portfolio Management, Executive Management, Financial Analysis, Credit, Strategy, Analysis, Finance, Investments, Acquisition Integration, Process Improvement, Management, Accounting, Venture Capital, Leadership
Education
University of Southern California - Marshall School of Business 1982 — 1984
B.S., Finance
Occidental College 1980 — 1981
Economics
TaskUs June 2015 - Present
Cie Digital Labs February 2015 - May 2015
TaskUs December 2013 - February 2015
TaskUs January 2013 - December 2013
io/LA 2012 - 2013
Independent Financial Consultant 2011 - 2012
GeoGlobal Energy LLC 2008 - 2011
IHS Global Insight 2008 - 2008
US Census Bureau 2007 - 2008
Skills
Start-ups, Management, Due Diligence, Microsoft Excel, Financial Modeling, Recruiting, Marketing, Private Equity, Mergers & Acquisitions, Valuation, Leadership, Financial Structuring, Corporate Finance, Contract Negotiation, Customer Service, Social Media Marketing, New Business Development, Business Development, Social Media, Microsoft Office, Time Management, Entrepreneurship, Business Strategy, Investments, Finance, Sales, Financial Analysis, Budgets
Education
American University
MS, Finance
The College of William and Mary
BA, Economics, Mathematics
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
IFG Capital, LLC March 2012 - November 2013
CP Realty Advisors, LLC May 2009 - June 2011
Michaels Development Company May 2003 - January 2009
Century Pacific October 1987 - December 2003
Independent Financial Consultant April 1985 - September 1987
Price Waterhouse January 1977 - June 1984
Education
Loyola Marymount University Law School 1995 — 1999
Juris Doctor
UCLA Anderson School of Management 1974 — 1976
MBA
UCLA College of Letters and Science 1967 — 1974
B.A.
Plex Systems, Inc. June 2011 - Present
Cincom Systems February 2005 - June 2011
Solar Turbines January 2004 - February 2005
Independent Financial Consultant July 2003 - January 2004
Baan July 2001 - July 2003
Cincom Systems August 1999 - June 2001
Cincom Systems July 1998 - August 1999
Unisys 1982 - 1996
Skills
Financial Management, Business Analysis, Business Process, Business Intelligence, Manufacturing, Costing, Cost Accounting, Managerial Finance, ERP/CRM, Accounting, ERP, Enterprise Software, Business Process..., Pre-sales, SaaS, Requirements Analysis, Software Implementation, Cloud Computing, Project Management, Software Project..., Management, Target Costing, Project Planning, Software Documentation, SOA, Agile Methodologies, Strategy, Business Process..., Program Management, Solution Selling, Integration, Process Improvement, Professional Services, Solution Architecture, CRM, Microsoft SQL Server, SQL, Leadership, Software Development, Testing, IT Strategy, Microsoft CRM, SDLC, Cross-functional Team..., Order Management, Product Management, Enterprise Architecture, Software Industry, Databases, PMP
Education
Eastern Michigan University 1972 — 1976
BBA, Acounting
Independent Financial Consultant November 2011 - Present
OutForce LLC October 2010 - October 2011
Olson and Co. February 2010 - October 2010
The Chugh Firm October 2007 - October 2009
Skills
Financial Accounting, Corporate Finance, Stock Management, Forecasting, Operating Budgets, Payroll Services, Variance Analysis, SAP Financial, Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Auditing, Finance, Financial Statements
Education
University of California, Santa Cruz 2005 — 2005
Devi Ahilya Vishwavidyalaya 2001 — 2003
Masters, International Business
Associated Bank September 2015 - Present
Associated Bank January 2010 - Present
Roc Ranch May 2010 - June 2014
HENNES SERVICES April 2009 - July 2009
Independent Financial Consultant January 2009 - July 2009
M&I MARSHALL & ILSLEY BANK January 1994 - January 2009
M&I Marshall & Ilsley Bank November 1994 - May 2004
Southeast Wisconsin January 1994 - January 1997
Skills
Strategic Planning, Risk Management, Treasury Management, Loans, Accounting, Management, Budgets, Negotiation, Cash Management, Financial Analysis, Commercial Banking, New Business Development, Process Improvement, Portfolio Management, Banking, Leadership, CRM, Commercial Lending, Finance, Credit, Sales, Analysis, Relationship Management, Training, Deposits, Small Business Lending
Education
Milwaukee Area Technical College 1989 — 1991
Personnel Management
Union Grove High School 1985 — 1988
Independent Financial Consultant 2009 - Present
Audubon Savings Bank December 2012 - December 2013
Wilmington Trust 2007 - 2009
HostMySite.com 2006 - 2007
ISN Bank 2004 - 2005
Sears, Roebuck and Co. 2001 - 2004
Citicorp 2000 - 2001
Copelco Capital Inc. 1998 - 2000
Capital One 1995 - 1998
Signet Bank 1990 - 1995
Skills
Cash Management, Financial Analysis, Accounting, Budgeting, Credit, Financial Management, Strategic Planning, Financial Reporting, Change Management, Mergers, Financial Modeling, Investor Relations, Team Building, Forecasting, Due Diligence, Tax, Risk Management, Compliance, Banking, Process Improvement, Negotiation, Process Engineering, Microsoft Office, Business Strategy, Business Analysis, Analysis, Contract Negotiation, Management Consulting, Auditing, Portfolio Management, Strategy Development, Investments, Corporate Finance, Business Planning, Internal Controls, Financial Accounting, Mergers & Acquisitions, Budgets, SEC filings, Executive Management, Strategy, Managerial Finance
Education
Indiana University of Pennsylvania 1983 — 1987
BA in Business, Major: Accounting; Minor: Economics
Riverview high school 1980 — 1983
M. Cartan, Inc. January 2012 - July 2012
GEMCare Health Plan May 2011 - January 2012
M. Caratan, Inc. April 2009 - February 2011
Bright House Networks May 2007 - March 2009
Independent Financial Consultant May 2003 - May 2007
Philadelphia Housing Authority 2002 - 2003
Skills
Financial Analysis, SAP, General Ledger, Accounting, Accounts Payable, Forecasting, Sarbanes-Oxley Act, Accounts Receivable, GAAP, Account Reconciliation, Cost Accounting, Auditing, Cash Flow, Payroll, Fixed Assets, Accruals, PeopleSoft, Budgets, Internal Audit, Finance
Education
Rider University
B.A., Accouting
Blueprint Marketing & Advertising February 2011 - Present
Dallas-based investment firm February 2008 - February 2011
Independent Financial Consultant April 2005 - February 2008
Advent Software October 2000 - April 2005
The Charles Schwab Corporation April 2000 - October 2000
The Charles Schwab Corporation October 1999 - April 2000
The Charles Schwab Corporation September 1997 - October 1999
Skills
Small Business, Financial Services, Retirement, Investments, Management, Leadership, Sales, Advertising, Marketing, Training, Mutual Funds, Marketing Strategy, Social Media, Social Media Marketing, Business Development, Email Marketing, Retirement Planning, Integration, Financial Analysis, Lead Generation, Social Networking, Financial Advisory, Strategy, Project Management, Business Analysis, CRM, Consulting
Education
University of Southern California 1992 — 1996
BA, International Relations
Jesuit College Prep 1988 — 1992
Independant CFO Consultant July 2015 - Present
CFO Consultant January 2011 - July 2015
Ranger Machining 2012 - June 2015
Independent Financial Consultant 2004 - January 2011
David Flory Real Estate December 2004 - September 2009
Skills
Budgeting, Forecasting, Financial Reporting, Cash, Banking Relationships, Strategic Planning, Due Diligence, Risk Management, Financial Analysis, Business Planning, Marketing Strategy, Team Building, Accounting, Negotiation, Business Strategy, Financial Modeling, Corporate Finance, Non-profits, Process Improvement, Contract Negotiation, Financial Management, Financial Planning, Cash Flow Forecasting, Exit Strategies, Profit Improvement, Small Business, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Leadership, Nonprofits, Profit Maximization, Finance, Working Capital..., Executive Management, Banking, Strategy, Cash Flow
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Mississippi State University 1974 — 1978
BSBA
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
Independent Financial Consultant January 2013 - Present
Staples Inc. December 2010 - December 2012
3Com Corporation August 2008 - November 2010
Innovation Group February 2008 - August 2008
Aware, Inc. April 2006 - March 2008
LoJack Corporation October 2000 - March 2006
Arkwright Inc. June 1996 - October 2000
Digital Equipment Corporation 1981 - 1996
Ernst & Young 1974 - 1978
Skills
Due Diligence, Revenue Recognition, Corporate Finance, Business Process..., Accounting, Start-ups, Management Consulting, Internal Audit, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Financial Analysis, Financial Modeling, US GAAP, SEC filings, Tax, Auditing, Forecasting, Executive Management, Management, Restructuring, Consolidation, Financial Reporting, Managerial Finance, Leadership, Internal Controls, Strategic Financial..., Cash Management, Acquisition Integration, Variance Analysis, Hyperion Enterprise, Cost Accounting, Cash Flow, Sarbanes-Oxley, Corporate Governance, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 1974 — 1975
MBA, FInance
Shoals Technologies Group October 2014 - Present
Independent Financial Consultant March 2010 - Present
Bill Mace Homes October 2007 - February 2010
Averitt Hardwoods International, Inc. August 1998 - August 2007
Zellerbach, A Mead Company March 1995 - July 1998
Zellerbach, A Mead Company 1993 - 1995
Zellerbach, A Mead Company April 1988 - March 1993
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Mergers, Corporate Finance, Managerial Finance, Risk Management, Strategic Planning, Cash Management, Finance, Credit, Restructuring, Business Strategy, Loans, Credit Risk, Credit Analysis, Business Planning, Commercial Banking, Tax, Cash Flow, Financial Risk, Commercial Lending, Working Capital..., Budgets, Mergers & Acquisitions, Executive Management, Accounts Receivable, Banking, Investments
Education
Mercer University 1989 — 1992
Master of Business Administration (M.B.A.), Tax & Finance
University of West Georgia 1983 — 1985
Bachelor of Business Administration (BBA), Economics
Truett McConnell College 1981 — 1983
Associate's Degree, Business Administration and Management, General
Bon Secours Health System January 2006 - Present
Morgan Stanley May 2004 - July 2005
Independent Financial Consultant October 2001 - May 2004
Virginia Union University December 1999 - October 2001
Circuit City March 1998 - December 1999
Circuit City January 1998 - March 1998
Circuit City December 1996 - January 1998
Circuit City September 1994 - December 1996
United Network for Organ Sharing December 1992 - September 1994
United Network for Organ Sharing January 1992 - December 1992
Skills
Financial Analysis, Finance, Sarbanes-Oxley Act, Financial Reporting, Accounting, Nonprofits, Auditing, Process Improvement, Corporate Finance, Internal Audit, Accounts Payable, Cost Accounting
Education
The College of William and Mary - The Mason School of Business 1979 — 1983
B.B.A., Accounting
Independent Financial Consultant 2014 - Present
The County of Powhatan, Virginia 2013 - 2014
Alpha Natural Resources 2011 - 2012
Massey Energy 1988 - 2011
WOMACK, BURKE & COMPANY, CPA’S 1986 - 1988
SKIGEN ASSOCIATES, CPA’S 1984 - 1986
KPMG 1982 - 1984
Skills
Coal, Mining, Due Diligence, Mergers, Financial Analysis, Financial Modeling, Contract Management, Workforce Planning, Strategic Planning, Sarbanes-Oxley Act, Budgets, Forecasting, Financial Reporting, Accounting, Risk Management, Contract Negotiation, Analysis, Project Management, Capital Management, Financial Optimization, Mergers & Acquisitions, Internal Audit, Auditing, Tax, Finance, SEC filings, Management, Executive Management, Investments, Sarbanes-Oxley, US GAAP, CPA, GAAP, Portfolio Optimization
Education
Virginia Commonwealth University 1998 — 1999
Master's degree, Taxation
Georgetown University 1978 — 1982
BSBA, Accounting
Calvert Hall College HS
Independent Financial Consultant 2013 - Present
Protect Plus Companies 2011 - 2012
MTS Properties 2009 - 2011
Atlantis Plastics 2000 - 2009
Rock-Tenn Company 1984 - 2000
Deloitte 1980 - 1983
Skills
Forecasting, Budgets, Accounting, Finance, Cross-functional Team..., Strategic Financial..., Cash Management, Mergers, Internal Controls, Strategic Planning, Process Improvement, Manufacturing
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Accounting and Finance
Dickinson College 1974 — 1978
BA, Economics
Worcester Academy 1970 — 1974
D'Amico Catering, Inc. November 1996 - Present
Independent Financial Consultant 1994 - 1997
Asset Marketing Services, Inc. 1991 - 1992
Provident Mutual Financial Services 1987 - 1991
Massachusetts Financial Servces Company 1980 - 1987
Skills
Leadership, Strategy, Event Management, Team Leadership, Marketing, Hospitality, Training, Selling, Management, Lead Generation, Corporate Events, Team Building, Sales, Social Media, Negotiation, Budgets
Education
University of Minnesota-Twin Cities 1965 — 1969
B.A., Liberal Arts
Independent Financial Consultant November 2012 - Present
Canada Bonded Attorney & Legal Directory Limited October 2012 - Present
THE AUTOMATED GROUP January 2010 - October 2012
Oracle University 2007 - 2009
IBM Canada 2006 - 2007
Siemens 2002 - 2006
Skills
Business Development, Solution Selling, Sales Operations, Negotiation, CRM, Sales Management, Sales, Cold Calling, Account Management, Direct Sales, New Business Development, Customer Service, Customer Retention, Strategic Planning, Key Account Management, B2B, Contract Negotiation, Leadership, Team Building, Selling, Lead Generation, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Management
Education
IFSE Institute 2013 — 2013
Mutual Fund Licence, Canadian Investment Funds Course (CIFC)
Life Licence Qualification Program 2013 — 2013
LLQP, Financial Planning and Services
Xintra College 2001 — 2002
UNIX Admin, Unix System Administration
Prime Tech College 1999 — 2000
Network LAN Engineer, Networking and Systems Administration
Seneca College of Applied Arts and Technology 1996 — 1999
Business Administration, Business and Computers
Father Bressani 1992 — 1996
St.Wilfrids
Independent Financial Consultant 2007 - Present
Oregon Mountain Coffee Co of Deschutes County 2004 - 2007
Angiotech Pharmaceuticals, Inc. 1996 - 1999
Viagene, Inc 1991 - 1995
Cetus Corporation 1983 - 1991
Skills
Strategic Financial..., Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 1975 — 1976
MBA, Taxation and Accounting
University of California, Berkeley 1970 — 1974
BA, Economics
NorAm Drilling Company January 2013 - Present
Xtreme Coil Drilling Corporation January 2011 - August 2011
Independent Financial Consultant 2008 - 2010
TODCO 2005 - 2007
TODCO 2002 - 2005
Marine Drilling Companies, Inc. 1998 - 2002
Serv-Tech, Inc. 1994 - 1997
CRSS Inc. 1990 - 1994
KPMG 1985 - 1990
Skills
Internal Controls, SEC filings, Accounting, Financial Analysis, Sarbanes-Oxley Act, Auditing, Petroleum, Financial Reporting, Risk Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Independent Financial Consultant August 2013 - Present
Direct Energy May 2011 - August 2013
Republic Services Inc May 2010 - May 2011
Allied Waste February 2008 - October 2009
Allied Waste February 2006 - January 2008
Allied Waste August 2003 - January 2006
Schoenholz and Spiegel, LLC January 2000 - March 2002
Skills
Sarbanes-Oxley Act, General Ledger, Financial Analysis, Auditing, Project Management, Financial Reporting, Internal Controls, Variance Analysis, Accounting, GAAP, Fixed Assets, Forecasting, Account Reconciliation, QuickBooks, Income Statement, Internal Audit, Accounts Payable, Accounts Receivable, SEC filings, Financial Accounting, Cross-functional Team..., Budgets, Process Improvement, Management, Mergers & Acquisitions, Finance, P&L
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1995
BS, Accounting
Independent Consultant May 2009 - Present
BGE November 2013 - March 2014
Emory Healthcare February 2013 - May 2013
Colombia remote May 2012 - December 2012
NOVAPLASTIC S.A. March 2009 - March 2010
LAPTV (Latin America Paid Television , Atlanta partners) July 2005 - October 2007
Independent Financial Consultant January 1993 - October 1996
PROCAPS 1986 - 1992
Empresas Publicas Municipales 1979 - 1981
Skills
Mining, Company, Pharmaceutics, Plastics, Apparel, Food Industry, Finance, Forecasting, Banking, Financial Analysis, Budgets, SAP
Education
Universidad de Los Andes 2015 — 2019
BS Industrial Engineer, Finances
Universidad de Los Andes
BS, IE major in Finance
Strategic Growth Insurance Associates, Inc. 2008 - Present
Independent Financial Consultant 2004 - 2012
Eastman Kodak 1996 - 2003
Ricoh Corporation 1991 - 1996
ITT Qume October 1987 - February 1990
ITT Qume 1982 - 1987
Skills
Program Management, Strategic Partnerships, Sales, Competitive Analysis, New Business Development, Product Lifecycle..., Consumer Electronics, Business Relationship..., Product Marketing, Technology Evangelist, Marketing, Market Analysis, Strategy, Business Alliances, Team Building, Product Management, Mobile Applications, Cross-functional Team..., Management, Product Development
Education
University of Phoenix 1995 — 1997
Bachelor’s Degree, Business Administration & Marketing
UC Berkeley 1989 — 1990
Certificate, Marketing
San Jose State University 1982 — 1982
Certificate Technical Writing and Editing, Technical Writing
Empire Wealth Strategies May 2015 - Present
Independent Financial Consultant January 2012 - May 2015
CIGNA Group Insurance February 2003 - October 2009
Hartford Life January 2001 - February 2003
Unum March 1990 - January 2001
Education
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Malvern Preparatory School
vcfo May 2015 - Present
Independent Financial Consultant August 2012 - April 2015
Income Research & Management June 2008 - October 2011
iCache Inc March 2007 - May 2008
Fidelity January 2006 - March 2007
Fidelity Investments August 2004 - February 2006
Fidelity Investments November 2001 - August 2004
Liberty Financial Companies August 2000 - November 2001
Stone & Webster June 1995 - July 2000
Skills
Auditing, Internal Controls, Internal Audit, Financial Analysis, Risk Management, Accounting, Financial Modeling, Financial Services, Due Diligence, AML, Financial Reporting, Financial Statements, CPA, Management, Managerial Finance, Securities, Finance, Project Management, Mergers, Account Reconciliation, Analysis, Mutual Funds, Accounts Payable, Financial Risk, Asset Managment, Business Process..., Forecasting, Tax, Strategic Planning, Start-ups, Derivatives, Valuation, Revenue Recognition, Bloomberg, Budgets, Investments, Portfolio Management, Management Consulting, Mergers & Acquisitions, Corporate Finance, Cash Management, Fixed Income, Asset Management, Equities, Leadership, Cost Accounting, Investment Management, Capital Markets, Alternative Investments, Bonds
Education
Boston College 1998 — 2001
MBA
Bentley University 1991 — 1995
B.S., Accountancy
Independent Financial Consultant June 2015 - Present
Neostalgia Music 2007 - Present
Citizen Auteur January 2006 - Present
Capco December 2013 - January 2015
Credit Suisse May 2013 - September 2013
Wealth and Investment Management at Barclays April 2012 - December 2012
LAMCO LLC November 2009 - January 2012
Deutsche Bank 2008 - 2009
Lehman Brothers 1998 - 2008
Banque Lehman Brothers Paris 1995 - 1998
Skills
Derivatives, Middle Office, International Project..., Business Analysis, Funding, P&L, Operations, Fixed Income, Implementing Processes, Financial Systems..., Systems Improvement, General Ledger..., Euroclear, Change Management, Trade support, Multicultural Team..., Bilingual- French, Residential Mortgages, Decommissioning, Bankruptcy management, Unwinding assets, Repos, Emerging Markets, Singing, Entertainment, Songwriting, Music Production, Composition, Writing, French, Income Statement, Bankruptcy, Management, Account Reconciliation, Financial Services, Capital Markets, Strategy, Investment Banking, Project Management, Risk Management, Finance
Education
ISC Paris
Masters, International Finance
Université Paris-Sorbonne
Bachelor, English, Economics
Prepa HEC Saint Michel de Picpus
Columbia University in the City of New York
General Studies - English
Lycée Maurice Ravel
Baccalauréat C
CEIS Review Inc. October 2014 - Present
Independent Financial Consultant October 2014 - Present
HSBC September 2013 - October 2014
HSBC November 2011 - August 2013
Marathon National Bank March 2008 - November 2011
IDB Bank 2007 - 2008
Sterling National Bank 2006 - 2007
Citigroup 2002 - 2006
Merrill Lynch 2001 - 2002
AveroInc.com 2000 - 2001
Skills
NYS, NJ Insurance..., Commercial Lending, Asset Based Lending, Cash Flow Lending, Law Firm Financing, Securities Lending, Technology, Private Banking, Life Insurance, Real Estate Financing, Restaurant Lending, Contractor Financing, Retail Banking, Underwriting, Financial Services, Loans, Securities, Banking, Credit, Structured Finance, Leadership, Portfolio Management, Capital Markets, Cross Selling, Finance, Commercial Banking, Lines Of Credit, Credit Analysis, Middle Market, Trading, Cash Management, Insurance, Credit Risk, Relationship Management, Mortgage Lending, Treasury Management, Small Business Lending, Syndications, Financial Structuring, Wealth Management, Investments, Executive Management, Mutual Funds, Investment Banking, Funding, Corporate Finance, Asset Management, Loan Origination, Strategic Financial..., Fixed Income
Education
Hofstra University 1994 — 1997
Graduate School MBA Program/Finance
Babson College 1981 — 1985
B.S (Honors), Bus Mgt & Finance
Invercorp April 2013 - September 2013
Independent Financial Consultant 2013 - 2013
Calificadora de Riesgo Pacific Credit Rating 2010 - 2012
Extrema Publicidad, S.A. January 2008 - September 2010
Abbott April 2007 - October 2007
Skills
Latin America, Credit Rating, Securitization, Financial Modeling, Credit Risk, Sovereign Debt, Market Analysis, Corporate Governance, Municipalities, Bank Rating, Insurance Companies..., SAP, Guatemala, Panama, Financial Analysis, Business Planning, Strategic Planning, Negotiation, Banking, Marketing Strategy, Portfolio Management, Business Strategy
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Management, Entrepreneurship/Entrepreneurial Studies
Universidad Francisco Marroquín 2009 — 2011
Master of Business Administration (MBA), Finance, General
Texas Christian University 2003 — 2006
Bachelor in Finance with Real Estate Emphasis, Finance, General
NXT Capital January 2010 - Present
Independent Financial Consultant March 2008 - December 2009
Merrill Lynch Capital July 2002 - February 2008
Heller Financial February 1987 - June 2002
Heller Financial June 1997 - December 2000
Education
Marquette University 1982 — 1986
BS, Accounting
Independent Financial Consultant September 2015 - Present
Morgan Stanley Smith Barney May 2011 - September 2015
Caribbean U-Turn February 2008 - August 2011
State Street October 2010 - March 2011
State Street May 2009 - October 2010
State Street October 2007 - May 2009
Computershare September 2006 - June 2007
Skills
Public Speaking, Microsoft Office, Finance, Event Planning, Microsoft Excel, Research, Investments, Financial Analysis, PowerPoint, Social Networking
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelors, General Management
Governor Dummer Academy 1999 — 2002
The Fessenden School 1998 — 1999
Culbert Healthcare Solutions 2015 - Present
CORRONA 2014 - 2015
Converge Diagnostic Services, LLC 2012 - 2014
Outcome Sciences (a Quintiles company) 2009 - 2012
Brookfield Renewable Power, Inc. 2008 - 2009
ClickSquared, Inc. 2007 - 2008
BattelleCRO (formerly CareStat, Inc.) 2004 - 2007
CareStat, Inc. 2002 - 2004
Independent Financial Consultant 2001 - 2002
eHealthEngines, Inc. 1998 - 2001
Skills
Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Revenue Recognition, Forecasting, Financial Analysis, Auditing, Microsoft Word, Variance Analysis, Consolidation, Cost Accounting, Financial Modeling, Finance, Accounting, Budgets, Management, Leadership, Strategic Planning
Education
Northeastern University
BS, Business Administration
The Law Office of J. Rodney Caudill, PLLC June 2015 - Present
Allied Recovery Inc. July 2010 - April 2015
Property Damage Appraisers (PDA) August 1999 - December 2009
Scene Genesis 2007 - 2009
NC Farm Bureau March 1995 - August 1999
Independent Financial Consultant June 1993 - March 1995
Wilkes Country Sheriff's Office October 1990 - June 1993
Wilkesboro Police Department December 1988 - October 1990
Skills
Insurance, Underwriting, Subrogation, Operations Management, Arbitration, Claims Management, Leadership, Liability, Property & Casualty..., Litigation Management, Customer Service, Claim, Strategic Planning, Budgets, Healthcare, General Insurance, Process Improvement, Legal Liability, New Business Development, Team Building, Negotiation, Casualty, Risk Management, Business Development, Claim Investigation, Commercial Insurance, Fraud, Insurance Law, Health Insurance, Disability Insurance, Employee Benefits, Professional Liability, Executive Management, Commercial Lines, Liability Analysis, Reinsurance, Excess, Brokers, Workers Compensation, Property Damage, Inland Marine, Umbrella Insurance, Financial Risk, D&O, Life Insurance, Employment Practices..., Claims Handling, Fixed Annuities, Adjustments, Accident
Education
Charlotte School of Law 2012 — 2014
Juris Doctor (J.D.)
Harvard Business School 2008 — 2008
GMP, Business Administration and Management, General
Dallas Baptist University 2007 — 2007
Doctoral Work in Leadership
Montreat College 2003 — 2005
MBA, Business
American Institute For Chartered Property Casualty Underwriters 1995 — 2002
Chartered Property and Casualty Underwriter (CPCU) & Associate in Claims (AIC), Insurance
Southern Farm Bureau Tech- Property Estimating School 1998 — 1998
Property Estimating and Adjusting
Southern Farm Bureau Tech- Auto Damage Estimating 1997 — 1997
Auto Collision Damages Estimating
Gardner-Webb University 1990 — 1992
BS, Social Science, Cum Laude
Wilkes Community College 1987 — 1990
AS, Criminal Justice & Protective Service
Experis December 2013 - March 2014
Technologent September 2012 - November 2012
Rivet Software January 2012 - June 2012
Bedford Business Solutions 2008 - 2012
Avaya 2005 - 2008
Independent Financial Consultant 1998 - 2005
RMO, Inc. 1994 - 1998
Skills
MS Office Suite, SAP, Oracle Financials, XBRL, Hyperion Essbase, Software Project..., Process Optimization, Cost Accounting, Cost Management, Controller, Financial Analysis, Microsoft Excel, Cash Management, Accounts Payable, Internal Controls, Accounting, Cash Flow, General Ledger, Change Management, Oracle E-Business Suite, Auditing, Management, Financial Accounting, Accounts Receivable, Payroll, Strategy, Essbase, Risk Management, Microsoft Office, Financial Modeling, Internal Audit, Budgets, ERP, Training, Finance, Process Improvement, Financial Reporting, Managerial Finance, Business Process, SEC filings, Sarbanes-Oxley Act, Hyperion Enterprise, Financial Statements, Analysis
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA
TWi Pharmaceuticals, Inc. August 2014 - Present
Independent Financial Consultant October 2013 - August 2014
Actavis 2008 - October 2013
Valeant Pharmaceuticals December 1997 - December 2008
Integrated Media Systems 1995 - 1997
Associates Commercial Corporation 1991 - 1995
United States Air Force 1984 - 1991
Skills
SAP, Cognos, Financial Reporting, JD Edwards, Cost Accounting, Financial Accounting, Accounting, Financial Analysis, Hyperion Enterprise, Consolidation, Financial Modeling, Access, PowerPoint, Microsoft Office, Accounts Payable, Crystal Reports, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, Process Improvement, JDE, Cognos Controller, Corporate FP&A, PRMS, Data Analysis, Metadata, Consolidated Financial..., Hyperion, Analysis, Forecasting, Finance
Education
University of Phoenix
Master of Business Administration (MBA)
Irvine Valley College
Associate of Science (A.S.)
George Mason University 1988 — 1991
Bachelor of Arts (BA)
4-Squared Group, Inc. July 2013 - Present
Independent Financial Consultant March 2011 - Present
Lenox Advisors March 2008 - February 2011
Northwestern Mutual Financial Network September 2007 - March 2008
Informa Healthcare April 2007 - September 2007
Demos Medical Publishing March 2006 - March 2007
McGraw-Hill Higher Education January 2000 - January 2005
Mayfield Publishing Company August 1996 - December 1999
Mayfield Publishing Company August 1991 - August 1996
Skills
Mergers, Investments, Publishing, Social Media, Asset Management, Strategic Planning, Start-ups, Asset Managment, Insurance, Business Development, Financial Services, Financial Modeling, Due Diligence, Strategic Financial..., Estate Planning, Mergers & Acquisitions, Financial Analysis, Contract Negotiation, Leadership, Management, Budgets, Marketing, Finance, Analysis, Risk Management, Life Insurance, Sales, Portfolio Management, Strategy
Education
Adelphi University 2002 — 2004
MBA
University of Michigan 1985 — 1990
AB
Ishpeming High School
Independent Financial Consultant January 2015 - Present
OMED of Nevada, LLC October 2009 - December 2014
Motorola May 1988 - June 2007
Motorola Japan Ltd. 1998 - 2005
Motorola EMTEK Healthcare 1992 - 1998
Touche Ross & Co. September 1984 - April 1987
Education
Northern Arizona University 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
ComForcare Senior Services March 2013 - Present
SRL Financial October 2011 - February 2013
TruMarx Data Partners October 2010 - October 2011
Independent Financial Consultant April 2008 - September 2010
ArcaX January 1996 - April 2007
Archipelago 1996 - 2007
Skills
Trading Systems, Market Structure, Due Diligence, Strategic Planning, Business Strategy, Mergers, Risk Management, Mergers & Acquisitions, Business Development, Healthcare, Trading, Management, Start-ups, Entrepreneurship, Sales, Executive Management, Home Care, New Business Development, Marketing, Leadership, Strategy, Equities
Education
NYU Stern School of Business 1974 — 1979
MBA, Finance
Franklin & Marshall College 1966 — 1970
BA, Economics
Children's Tumor Foundation November 2014 - Present
ASME International March 2010 - November 2014
Independent Financial Consultant March 2008 - March 2010
Pfizer April 2003 - July 2007
Pfizer October 1998 - April 2003
Pfizer July 1995 - October 1998
Travelers July 1992 - June 1995
Thomson Reuters April 1991 - March 1992
United Technologies Corporation July 1988 - April 1991
T. Rowe Price February 1985 - August 1986
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
Saint Lawrence University 1979 — 1983
BA, Government
Independent Financial Consultant 2007 - 2008
Talecris Biotherapeutics (formerly Bayer Biological Products) May 2005 - June 2007
Talecris Biotherapeutics 2005 - 2007
Bayer Biological Products 2000 - 2005
Bayer Biological Products 1996 - 2000
Education
Temple University - Fox School of Business and Management 1970 — 1974
Independent Financial Consultant 2009 - Present
Education
University of California, Berkeley, Haas School of Business 1967 — 1968
MBA, Finance & Accounting
University of California, Berkeley 1963 — 1967
B.S., Business
Drake High School
Police Athletic League September 2013 - July 2014
Independent Financial Consultant February 2009 - August 2013
Nassau County May 2002 - December 2008
N/A May 2002 - December 2008
AXA Financial/Equitable Assurance Co. February 1996 - October 2001
Nikko Capital Management 1988 - 1990
Skills
Budgets, Management, Financial Analysis, Strategic Planning, QuickBooks, Non-profits, Leadership, Government, Financial Reporting, Operations Management, Finance, Management Consulting, Internal Controls, Financial Modeling, Strategy, Analysis, Managerial Finance, Certified Quickbooks..., Auditing, Microsoft Excel, ERP, Bookkeeping, Financial Accounting, General Ledger, Strategic Financial..., Financial Services, Accounting, Risk Management, Project Planning, Business Planning, Cash Flow, Nonprofits, SAP Certified Associate, Business Process..., Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Baruch, Finance
University of Pennsylvania 1980 — 1984
BA, Economics
SAP FI/CO Certification
Certification - American Institute of Professional Bookkeepers
Oceanside Sr. High School
Quickbooks Pro Advisor Certification
MUFG Union Bank August 2014 - Present
Family Support Services of the Bay Area January 2012 - Present
MUFG Union Bank March 2010 - August 2014
Independent Financial Consultant 2009 - March 2010
JPMorgan Chase / WaMu July 2002 - January 2009
Indaba Communications / Zama Networks 2000 - 2001
Ernst & Young 1993 - 2000
Skills
Portfolio Management, Financial Modeling, Capital Markets, Valuation, Derivatives, Due Diligence, Fixed Income, Banking, Credit Risk, Asset Managment, Treasury Management, Mergers, Finance, Hedging, Financial Markets, Securities, Strategic Planning, Leadership, Mergers & Acquisitions
Education
The University of Texas at Austin 1999 — 2003
SF-Marin Food Bank August 2012 - Present
Independent Financial Consultant 2007 - November 2012
Hewlett-Packard 2002 - 2007
Hewlett-Packard 1999 - 2002
Hewlett-Packard 1997 - 1999
Hewlett-Packard 1989 - 1997
Dialcom Inc. (British Telecom) 1984 - 1989
Sherwin Williams 1983 - 1984
Skills
SAP, MS Office Suite, Excel, Financial Reporting, Financial Planning, Business Planning, Process Improvement, Financial Analysis, P&L, Planning, Budgeting, Financial Modeling, Strategic Planning, Forecasting, Business Strategy, Hyperion, Business Analysis, Business Objects, Pricing, Analysis, Cross-functional Team..., Essbase, Cost Reduction, P&L Management, Accounting
Education
University of Maryland College Park 1985 — 1988
MBA, Finance
Bowling Green State University
BS, Accounting
Independent Financial Consultant May 2013 - Present
Bessemer Trust October 2006 - April 2013
Random Walk Consulting January 2005 - January 2006
GovPX March 1992 - December 2003
Dow Jones January 1991 - January 1993
Dow Jones Telerate 1990 - 1993
Telerate January 1988 - 1991
Tradecenter 1989 - 1990
MCI January 1987 - January 1988
AT&T Bell Laboratories March 1977 - January 1987
Skills
Fixed Income, Trading, Portfolio Management, Equities, Hedge Funds, Asset Management, Investments, Derivatives, Market Data, Investment Banking, Bloomberg, Fixed Income Portfolio..., Series 7, Capital Markets, Alternative Investments, Asset Managment, Financial Services, Securities, Electronic Trading, Management, Financial Markets, FX Options, Business Analysis, Trading Systems, Investment Management, Risk Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and Management
New York University - Polytechnic School of Engineering 1979 — 1984
BSEE, Engineering
Independent Financial Consultant August 2014 - Present
EDS Capital, LLC March 2012 - Present
WealthForge Holdings, Inc. March 2012 - August 2014
Alpha Natural Resources June 2011 - February 2012
Massey Energy Company September 2001 - June 2011
Ernst & Young October 1998 - September 2001
Deloitte 1995 - 1998
Skills
Accounting, GAAP, Mergers & Acquisitions, Financial Reporting, Management, Sarbanes-Oxley Act, Auditing, SEC filings, Financial Analysis, Finance, Internal Controls, Due Diligence, US GAAP, Financial Modeling, Financial Accounting
Education
University of Notre Dame 1991 — 1995
BA, Accounting
Benedictine High School
Independent Financial Consultant January 2014 - 2014
Open Solutions April 2008 - May 2013
Endeca Technologies November 2006 - January 2008
Pegasystems February 2002 - November 2006
Vertafore March 2000 - January 2002
Cabletron February 1998 - March 2000
Digital Equipment Corporation June 1982 - February 1998
Skills
Strategic Financial..., Managerial Finance, Competitive Analysis, Internal Controls, Management, Finance, Forecasting, Process Improvement, Financial Reporting, Financial Analysis, Analysis, Executive Management, Accounting, Business Analysis, Mergers & Acquisitions, Revenue Recognition, Financial Modeling, Financial Planning
Education
University of Notre Dame 1978 — 1982
BA, Business Administration, Cum Laude with a concentration in Accounting
Independent Financial Consultant April 1997 - Present
Education
California State University-Los Angeles 1995 — 1999
Intl Finance
St. John's University, New York 1992 — 1994
International Finance
New York Institute of Technology-Old Westbury 1987 — 1991
BPS, Hotel and Restaurant Management
SomaLogic January 2015 - Present
Invisible Sentinel, Inc. January 2014 - December 2014
BBDx (Formerly BioBehavioral Diagnostics Company) April 2009 - October 2013
Independent financial consultant December 2008 - June 2009
Immunicon Corporation December 2003 - November 2008
Integrated Circuit Systems, Inc. November 1995 - December 2003
Autotote Corporation April 1995 - November 1995
MEDIQ September 1991 - April 1995
Deloitte & Touche September 1988 - September 1991
Skills
IPO, Cash Management, Forecasting, Financial Analysis, GAAP, Financial Reporting, Manufacturing, Problem Solving, Budgets, SEC filings, Team Building, Strategic Planning, Due Diligence, Mergers, Cost Reduction, Sarbanes-Oxley Act, Tax, Executive Management, Financial Audits, Financial Accounting, Accounting, Cost Accounting, Variance Analysis, Auditing, Accounts Receivable, Finance, Analysis, Mergers & Acquisitions, Internal Controls, Start-ups, Process Improvement, Acquisition Integration, NetSuite, MFG-Pro, Syspro, Microsoft Office, Business Strategy, Leadership, Revenue Recognition, Cash Flow
Education
University of Maryland College Park 1983 — 1988
BS, Accounting and Finance
Kaiser Permanente April 2006 - Present
Aurora Health Care 2003 - 2006
Anaheim/Tustin Medical Center 2000 - 2002
Vencor 1994 - 2000
Charter Medical Corporation 1990 - 1994
Careunit Hospital 1988 - 1990
Independent Financial Consultant 1986 - 1988
Hospital Homecare 1984 - 1986
Skills
Revenue Cycle, Healthcare Consulting, Healthcare, Healthcare Information..., Healthcare Management, Healthcare Industry, Managed Care, Medicare, Hospitals, Medicaid, EHR, Epic Systems, Process Improvement, Financial Analysis, EMR, Strategic Planning, Leadership, HIPAA, Finance, Accounting, Team Building, Budgets, Management, Analysis, Physicians, Physician Relations, Strategy, Performance Improvement, Revenue Cycle Management, Accounts Receivable, Change Management, Forecasting, Consulting, Customer Service, Executive Management, Operations Management
Education
Chapman University 1985 — 1987
Master of Business Administration (MBA)-1986-1987, Finance, General
University of Southern California 1980 — 1984
Bachelor of Science (B.S.), Accounting and Entrepreneurship
DeHey & Associates July 2014 - Present
Wyoming County Community Health System December 2013 - June 2014
Independent Financial Consultant February 2013 - November 2013
Clifton Springs Hospital & Clinic 2000 - January 2013
DeHey & Associates, Inc. 1985 - 2000
Roswell Park Cancer Institute December 1995 - May 1999
Upstate Health Systems 1985 - 1985
Ernst & Young (formerly Ernst & Whinney) January 1979 - December 1984
Blue Cross Blue Shield of Rochester (currently Excellus) January 1976 - January 1979
Skills
Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Healthcare Consulting, Revenue Cycle, Managed Care, Medicare/Medicaid..., Compliance, Self Insurance Trusts, Physicians, Wound Care, Behavioral Health, Medical Education, Medical Research, Skilled Nursing..., Long Term Acute Care, Foundations, Healthcare Industry, EMR, Physician Relations, Medicaid, EHR, Meditech, Home Care, Practice Management, Healthcare Reimbursement, Medical Billing, Performance Improvement, Quality Improvement, Health Policy, Healthcare Analytics, Insurance, Inpatient, ICD-10, Health Insurance
Education
St John Fisher College, Pittsford, NY
Bachelor of Science (BS) in Accounting, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Accounting and Finance
Independent Financial Consultant October 2014 - Present
SUPERVALU June 2014 - October 2014
Certes Financial Pros December 2004 - October 2014
Digital River October 2012 - May 2014
MTS Systems April 2012 - September 2012
Digital River January 2012 - April 2012
Thomson Reuters December 2010 - December 2011
BASF August 2010 - December 2010
Merrill Corporation September 2009 - July 2010
Ingersoll Rand Climate Control Technologies 2004 - 2009
Skills
Internal Audit, Management Accounting, Internal Controls, Sarbanes-Oxley, GAAP, Process Improvement, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Leadership
Education
Saint Louis University 1982 — 1986
Morgan Stanley February 2015 - Present
Independent Financial Consultant September 2001 - July 2010
Merrill Lynch 1986 - 2000
Education
Lynchburg College
BA, Business Administration
Independent Financial Consultant June 2015 - Present
POM Recoveries, Inc June 2011 - June 2015
Self - Employed (Special Projects) November 2010 - June 2011
Precision Recovery Analytics, Inc February 2008 - November 2010
Receivables Management Solutions, INC 2007 - 2008
DRV CAPITAL/DEBT RESOLVE INC 2005 - 2007
Debtresolve/DRV Capital 2005 - 2007
Bear Stearns Asset Management January 2002 - May 2004
Bear Stearns/Ecast Settlement Corp 2002 - 2004
Fleet Credit Card Services 1996 - 2001
Skills
Credit, Portfolio Management, Executive Management, Due Diligence, Strategic Planning, Start-ups, Process Improvement, Call Centers, Risk Management, New Business Development, Analysis, Budgets, Business Analysis, Team Building, Entrepreneurship, Forecasting, Financial Services, Management, Banking, Vendor Management, Business Strategy, Business Development, Finance, Business Planning, Leadership, Investments, Mortgage Lending, Team Leadership, Retail, Outsourcing, Payments, Strategic Financial..., Business Process..., Credit Analysis, Mergers & Acquisitions, Relationship Management, Credit Risk, Loans, Operations Management, Product Development, Financial Modeling, Financial Risk, Analytics, Selling, Managerial Finance, Financial Analysis, Strategy, CRM, Accounting, Credit Cards
Education
Baruch College, City University of New York (CUNY) 1969 — 1972
MBA, Finance
City University of New York-Baruch College 1969 — 1972
Master of Business Administration (MBA), Finance and Investments
Sysco April 2013 - Present
Hawker Beechcraft September 2010 - March 2013
Acxiom August 2009 - September 2010
Independent Financial Consultant April 2006 - August 2009
US Army August 1988 - May 1991
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Excel, Process Improvement, Financial Modeling, Access, Analysis, Pricing, Supervisory Skills, SAP, Word, Inventory Management, Auditing, Outlook, Problem Solving, Strategic Planning, Variance Analysis, Six Sigma, Team Building, Customer Satisfaction, Visio, SOX, Data Analysis, Estimating, Cost Reporting, Project Estimation, Project Management, MS Project, Baselining, Microsoft Excel, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., Business Process..., Management, Program Management, Project Planning, Operations Management, Budgets, Contract Negotiation, Banking, Change Management, Sarbanes-Oxley Act
Education
University of Phoenix 1992 — 1994
MBA, Finance
Arizona State University 1986 — 1988
Bachelor of Science, Sociology (minor: Bus Admin)
New Mexico Military Institute 1984 — 1986
Associate of Arts (AA), Business Administration and Management, General
Independent Financial Consultant October 2014 - Present
Wellpartner, Inc. May 2000 - October 2014
Skills
Budgets, Process Improvement, Internal Controls, GAAP, Medicaid, Cross-functional Team..., Business Process..., Sales, Accounts Receivable, Mergers & Acquisitions
Education
University of Cincinnati College of Business 1982 — 1983
Bachelor's Degree, Accounting and Finance
University of Tennessee-Knoxville 1969 — 1981
Accounting
Kanon Bloch Carré (KBC) June 2013 - Present
Independent Financial Consultant November 1999 - Present
Braintree High School January 2009 - June 2013
Transition Systems, Inc. August 1993 - January 1999
Phoenix Technologies, Ltd April 1989 - March 1993
Skills
Finance, Strategic Planning, Private Equity, Venture Capital, Investor Relations, Valuation, Due Diligence, Financial Analysis, Mergers, Executive Management
Education
Northeastern University 1981 — 1986
BS/BA, Accounting
Independent Financial consultant 2010 - 2010
Pinnacle Bank December 2004 - November 2008
Valley Commerce Bank January 1994 - January 2004
Biltmore Investors Bank January 1984 - January 1994
Norwest Bank January 1969 - January 1983
United States Air Force July 1965 - January 1969
Skills
Portfolio Management, Loans, Commercial Lending, Investments
Education
Marquette University
Pacific Coast Banking School, University of Washington
Undergraduate Studies
Thornton Community College
Business Law and Finance
Independent Financial Consultant 2014 - Present
Metcalf Davis, CPA's 2013 - 2014
Yeager & Boyd LLC 2006 - 2013
Rock-Tenn Company 2005 - 2006
Yeager & Boyd LLC 2000 - 2005
Dudley, Hopton-Jones, Sims and Freeman 1998 - 2000
Comass Bank 1996 - 1997
Russell Corporation 1994 - 1996
Skills
Accounting, Financial Reporting, Tax Preparation, Microsoft Excel, Tax, Auditing, Mergers & Acquisitions, Income Tax, Internal Audit, Tax Returns, Budgets, Financial Statements, Internal Controls
Education
Auburn University
MAc, Accounting
University of Alabama at Birmingham
BS, Accounting
Bank of America January 2008 - Present
Bank of America September 2005 - January 2008
CBG Biotech, Ltd. January 2004 - August 2005
Independent Financial Consultant January 2003 - December 2003
Amerge Corporation January 1997 - November 2002
Key Bank July 1986 - December 1996
Skills
Budgeting, Accounting, Financial Reporting, Forecasting, Cash Management, Banking, Compliance, Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1988 — 1992
MBA
Hamilton College 1982 — 1986
BA, Economics
Greenville Health System February 2010 - Present
Independent Financial Consultant 2009 - 2009
Cann Financial, LLC 2004 - 2008
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Internal Controls, Payroll, Financial Statements, Budgets, Analysis, Finance, Bookkeeping, Bank Reconciliation, Management, Microsoft Office, Leadership, Inventory Management, Microsoft Excel, Valuation, Project Management, Account Reconciliation
Education
University of South Carolina Upstate 1990 — 1994
Bachelor of Science - Business Administration, Accounting
HighPoint Solutions April 2015 - Present
Independent Consultant September 2008 - Present
Broward College September 2014 - April 2015
CEC Entertainment February 2014 - September 2014
Independent Financial Consultant October 2013 - January 2014
Scientific Games July 2013 - August 2013
IMMI January 2013 - June 2013
Barrick Gold Corporation February 2011 - December 2012
Camping World and Good Sam July 2009 - September 2010
Barrick Gold Corporation September 2008 - April 2009
Skills
Oracle E-Business Suite, ERP, Accounting, Business Process..., General Ledger, Financial Reporting, Account Reconciliation, Oracle Applications, Business Process, Accounts Payable, Training, Process Improvement, Analysis, Oracle General Ledger, Accounts Receivable, Payroll, Oracle, PeopleSoft, Auditing, Variance Analysis, Finance, Financial Analysis, SDLC, Management, Financial Modeling, Databases, Consolidation, GL Wand..., Budgets, Taxations, Financial Statements, Project Management, Oracle Financials, Reconciliation, Software Project..., Oracle GL Training, FSG Report Creation and..., Oracle UPK, COA Analysis and..., Quality Assurance, Leadership, Financials, Workday, Data Analysis
Education
Murray State University 1984 — 1986
BSB, Area of Accounting
PCC/Murray State University Paducah
Bachelor of Science, Business Administration; Accounting
JPMorgan Asset Management August 2014 - Present
JPMorgan Asset Management May 2007 - August 2014
SulAmérica Investimentos February 2006 - May 2007
Independent Financial Consultant February 2001 - December 2005
JPMorgan Chase May 2000 - January 2001
Fleming Graphus Asset Management July 1996 - May 2000
Banco Graphus & Graphus Asset Management October 1992 - July 1996
Skills
Asset Management, Portfolio Management, Fixed Income, Financial Advisory, Financial Markets, Wealth, Equities, Investments, Derivatives, Hedge Funds, Emerging Markets, Alternative Investments, Asset Allocation, Private Banking, Structured Products, Wealth Management, Mutual Funds
Education
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1992
Economics
Independent Financial Consultant January 2014 - Present
WTTG Fox News Television Station May 2001 - January 2003
SureCode Technologies December 1999 - May 2001
HBO September 1996 - October 1999
Hanna-Barbara, Inc. / Turner Animation November 1993 - March 1995
Skills
Microsoft Office, Project Management, Account Management, PowerPoint, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Account Reconciliation, Contract Negotiation, Accounts Receivable, Payroll, Accounting
Education
St. John's University 1986 — 1990
Bachelor of Science (BS), Communications; Business Administration
U.S. Tobacco Cooperative Inc. September 2014 - Present
Johnston Ambulance Service (JAS) October 2012 - August 2014
Independent Financial Consultant January 2012 - September 2013
Butterball LLC October 2002 - January 2012
Perdue Farms, Inc 1984 - 2002
Skills
Accounting, Financial Reporting, Process Improvement, Forecasting, Cost Accounting, Microsoft Office, SAP, Sarbanes-Oxley Act, Business Process..., Microsoft Excel, Food, Financial Analysis, Budgets, Auditing, Internal Controls, Account Reconciliation, Management, General Ledger, Manufacturing, Financial Accounting, Variance Analysis, Analysis, Cash Management, Leadership, ERP, Strategy, Mergers & Acquisitions, Business Planning, Human Resources, P&L, Program Management, Cross-functional Team..., Inventory Management, Internal Audit, Healthcare Industry, Healthcare Management
Education
Robert Morris University 1983 — 1986
MBA, Computer Information Systems
Duquesne University 1975 — 1977
BSBA, Accounting
Princeton in Asia 2012 - Present
Independant Research Fellow in Central Asian history and tribal textiles 2001 - Present
Independent Financial Consultant February 2000 - February 2012
Belgrave Capital Management January 1995 - May 1999
self employed May 1994 - September 1995
Bankers Trust International Ltd. 1990 - 1994
Bankers Trust International Ltd. London January 1989 - June 1990
Bankers Trust Company 1983 - 1989
The World Bank June 1978 - September 1978
Princeton in Asia June 1975 - September 1976
Skills
Asset Management, Investments, Valuation, Corporate Finance, Financial Analysis, Asset Managment, Equities, Risk Management, Private Equity, Emerging Markets, Investment Banking, Management, Research, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Business Strategy
Education
Univ. California, Berkeley 1977 — 1980
M.A., International Economics and Policy Studies
Princeton University 1971 — 1975
B.A, Near Eastern History and languages
Independent Financial Consultant March 2013 - Present
Hilltop Advisors, LLC January 2012 - January 2013
RR Donnelley June 2009 - December 2011
Independent Mortgage Specialist January 1999 - June 2009
Skills
Sr. Mortgage..., Sr. Compliance Mortgage..., Mortgage Servicing, Mortgage Lending, Mortgage Default, Audit Management, Credit Specialist, QC/Forensic Underwriter, Customer Service, Underwriting, Mortgage Underwriting, Leadership, Loss Mitigation, Default, Loans, Bankruptcy, Loan Servicing, Mortgage Banking, Strategic Planning, Credit Risk, Credit, Banking, Auditing, Real Estate
Education
B.S. Tuskegee University, Capstone Institute of Mortgage Finance, Certified Life Coach
Tuskegee University
Bachelor of Science (B.S.), Marketing
Independent Financial Consultant February 2008 - Present
Self- Employed- Independent February 2008 - Present
NewMil Bank March 1994 - October 2006
Cititrust Financial June 1972 - July 1991
Skills
Business Analysis, Financial Analysis, Management Consulting, Project Management, Change Management, Risk Management, Business Strategy, Banking
Education
Rutgers University- Williams College 1981 — 1983
Banking and Corporate Finance
Fairfield University 1968 — 1972
Economics
Independent Financial Consultant April 2015 - Present
MassMutual Ohio May 2009 - March 2015
Skills
Retirement, Estate Planning, Wealth Management, Leadership, Insurance, Public Speaking, Strategic Planning, Management, Financial Planning, Small Business, Customer Service, Retirement Planning, Investments
Education
United States Military Academy at West Point 1982 — 1986
BS, General Engineering and Foreign Area Studies
The American College 2005 — 2007
Chartered Financial Consultant (ChFC) designation
Essential Investing May 2015 - Present
Heritage Advisors, LLC September 2014 - May 2015
Independent Financial Consultant November 2013 - May 2015
Independent Marketing Consultant April 2014 - August 2014
OneGuard Home Warranties December 2013 - August 2014
Progressive Insurance July 2012 - December 2013
Progressive Insurance July 2011 - July 2012
Progressive Insurance April 2008 - July 2011
Artex Cedar Hill June 2006 - March 2008
Arizona State University September 2005 - June 2006
Skills
Analytics, Investment Strategies, Alternative Investments, Financial Analysis, Market Analysis, SAS, Direct Marketing, Analysis, Data Analysis, Pricing, Strategy, Microsoft Excel, Leadership, Insurance, Email Marketing, Marketing, Strategic Planning, Competitive Analysis, Microsoft Office, Visual Basic, Pricing Strategy, Business Analysis, Investment Advisory, Strategic Thinking, Digital Direct Marketing, SQL, Team Building, Communication, Networking, Business Analytics, Competitive Intelligence, Segmentation, Customer Segmentation..., Audience Segmentation, Customer Acquisition, Statistics, Data Mining, Customer Retention
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing and International Business, 3.8
Arizona State University 2003 — 2006
B.S., Mathematics
Independent Financial Consultant November 1980 - Present
Skills
Asset Managment, Valuation, Mergers, Financial Structuring, Due Diligence
Education
Harvard Business School 1971 — 1973
MBA
University of Michigan 1963 — 1967
BSE, Engineering Degree in Naval Architecture and Marine Engineering
IntercontinentalExchange, Inc. July 2011 - Present
Eze Castle Software November 2010 - February 2011
Independent Financial Consultant June 2009 - September 2010
MORGAN STANLEY May 2008 - August 2008
NOVUS INTERNATIONAL May 2007 - August 2007
WACHOVIA SECURITIES May 2006 - August 2006
Skills
Bloomberg, Analysis, Equities, Trading, Valuation, Access, Finance, Management, Portfolio Management, Electronic Trading, Project Management, Accounting, Microsoft Excel, VBA, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MBA, Finance
Bentley University 2005 — 2009
Bachelor of Science, Finance
WomenVenture May 2013 - Present
Girl Scouts of Minnesota & Wisconsin River Valleys 2011 - 2013
Girl Scouts of Minnesota and Wisconsin River Valleys 2008 - 2011
Independent Financial Consultant 2006 - 2008
St. David's Center for Child & Family Development 2005 - 2005
Raptor Center at University of Minnesota 2002 - 2004
Independent Financial Consultant 1996 - 2002
Skills
Non-profits, Fundraising, Strategic Planning, Leadership, Project Management, Management, Marketing Communications, Philanthropy, Event Planning, Grant Writing, Nonprofits, Annual Giving, Organizational..., Community Development, Stewardship, Marketing, Strategic Communications, Program Management, Sponsorship, Event Management, Finance, Board Development, Public Relations, Budgets, Forecasting, Human Resources, Grants, Strategy, Program Evaluation, Staff Development
Education
Hamline University
Bachelor of Arts, Business & Acccounting
Independent Financial Consultant December 2011 - Present
ICC MORTGAGE SERVICES October 2010 - December 2011
Shecky's Media, Inc. 2004 - 2009
Schonfeld Securities 1992 - 2004
Roseridge Securities Inc. 1990 - 1992
MKI Securities Inc. 1987 - 1990
Education
Stony Brook University 1982 — 1986
BS, Biology
CNH CAPITAL, GLOBAL CREDIT MANAGEMENT GROUP 2006 - 2011
VOLVO COMMERCIAL FINANCE 2002 - 2006
INDEPENDENT FINANCIAL CONSULTANT 2001 - 2002
HYUNDAI MOTOR FINANCE COMPANY 1999 - 2000
EAGLE FINANCE CORPORATION 1996 - 1998
GE CAPITAL 1971 - 1996
Skills
Credit, Strategic Planning, Budgeting, Change Management, Customer Service, Due Diligence, Compliance, Credit Analysis, Credit Risk, Profitability, Mergers, P&L Management, Team Leadership, Negotiation, Risk Management, Team Building, Customer Relations, Product Development, Analysis, Restructuring, Underwriting, Financial Analysis, Process Improvement, Forecasting, New Business Development, Loans, Business Planning, Account Management, Coaching, Portfolio Management, Policy, Problem Solving, Operations Management, Consultative Selling, Pricing, Leases, Contract Negotiation, Asset, Business Analysis, Documentation, Commercial Lending, Cross-functional Team..., Vendor Relations, Commercial Finance, Business Strategy, Risk, Sales Management, Contract Negotiations, Financial Modeling, Business Process...
Education
University of Mississippi 1965 — 1969
BA, Political Science
Independent Financial Consultant 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2012
Carlson School of Management 2005 - 2008
Redsky Partners 2002 - 2004
Ameriprise Financial Services, Inc. 1999 - 2002
Wessels, Arnold & Henderson 1990 - 1997
Skills
Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Investment Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Series 7
Education
Wharton Business School 1984 — 1986
MBA, Finance
University College London, U. of London 1978 — 1980
M.S., Geophysics
Wesleyan University 1974 — 1978
Bachelor's degree, Geological and Earth Sciences/Geosciences
First Republic Bank April 2008 - April 2014
BankServ 2006 - 2008
Independent Financial Consultant 1999 - 2006
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Eckerd College
Bachelor's Degree
West Orange High School
High School
Symantec July 2015 - Present
Neustar, Inc. September 2014 - July 2015
Independent Financial Consultant November 2010 - September 2014
Snyder Communications June 1997 - December 1998
Oracle October 1994 - May 1997
National Wildlife Federation January 1993 - October 1994
First American Metro Corporation July 1990 - January 1993
Skills
Financial Analysis, Process Improvement, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Analysis, Banking, Credit, Budgets, Microsoft Excel, Accounting, Finance
Education
Marymount University 1994 — 1996
MBA, Finance
University of Florida 1985 — 1990
BS, Finance
City of Virginia Beach June 2013 - Present
Hampton Roads SHRM June 2013 - December 2014
Independent Financial Consultant September 2013 - July 2014
CareCore National October 2012 - January 2013
Camellia Food Stores, Inc. August 1996 - August 2012
Beach Ford January 2001 - June 2001
Rush Foundation Hospital and The Specialty Hospital of Meridian September 1997 - June 1998
Sentara Healthcare January 1996 - August 1996
Sentara Healthcare October 1994 - January 1996
The Hotel Viking 1993 - 1994
Skills
HR Consulting, Benefits Administration, Job Search, Talent Management, Performance Management, Organizational..., Succession Planning, Employee Relations, Deferred Compensation, Organizational Design, Problem Solving, Problem Analysis, Recruiting, Employee Benefits, Benefits Negotiation, ADP Payroll, ADP ReportSmith, FMS Payroll, FMS report writer, Payroll, Multi-state Payroll..., OSHA, Safety Training, Workers Compensation, Unemployment Claims, Hospitality, Medical Transcription, Medical Coding, Medical Billing, Department Budgeting, Expense Budget..., Gross Profit, Labor Control, Training, HRIS, Talent Acquisition, HR Policies, FMLA, Employment Law, Workforce Planning, Strategic Planning, Performance Appraisal, Job Descriptions, Job Analysis, Conflict Resolution, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Report Writing
Education
Troy University 1997 — 1999
MBA
Southern New Hampshire University 1991 — 1993
Bachelor of Science (B.S.)
Two Brothers Brewing Company June 2013 - Present
Independent Financial Consultant 2001 - September 2013
Kraft Foods Group November 2012 - June 2013
Motorola 1997 - 2000
Motorola 1995 - 1997
Motorola 1994 - 1995
Motorola 1992 - 1994
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Forecasting, Budgets, Accounts Payable, Variance Analysis, Internal Controls, Cost Accounting, Finance, Microsoft Excel, Process Improvement, Accounts Receivable, Analysis, Team Building, Corporate Finance, Account Reconciliation
Education
Northern Illinois University 1998 — 1999
MBA, Management
Texas Christian University 1996 — 1998
MBA, Management
Illinois State University 1988 — 1991
Bachelor of Science, Summa Cum Laude, Finance
Herscher High School
Independent Financial Consultant December 2008 - Present
Skills
New Business Development, Customer Service, Teaching, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Marketing Strategy, Research, Microsoft Word, English, Photoshop, Strategic Planning, Windows, Training, Outlook, Leadership, Management, Public Speaking
Education
Illinois State University 2000 — 2002
Bachelor's Degree, Business Administration and Management, General
Independent Financial Consultant June 2015 - Present
FinPro June 2012 - June 2015
Federal Deposit Insurance Corp. January 1982 - December 2010
Skills
Financial Analysis, Risk Management, Banking, Credit, Financial Risk, Portfolio Management, Financial Modeling, Finance, Due Diligence, Investments
Education
Northeastern University 1967 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Statistical and Applied Mathematical Sciences Institute August 2009 - Present
Duke University August 2008 - August 2009
Duke University June 2004 - August 2008
Fondasyon Kole Zepol (Fonkoze) September 2001 - December 2001
PS International, Inc. May 1998 - June 2001
Morningside Group, LLP January 1996 - April 1997
Independent Financial Consultant May 1991 - December 1995
Commodities Trading International Corp. August 1984 - May 1991
Petrochem and Fertilizers, Inc. November 1982 - August 1984
Shawmut Bank of Boston January 1979 - February 1980
Skills
Strategic Planning, Business Strategy, Research, Program Management, Management, Team Leadership, Project Planning, Public Speaking, Team Building, Financial Planning and...
Education
Columbia University in the City of New York 1980 — 1981
Master of Business Administration (MBA), Finance
Duke University 1973 — 1977
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics, Summa cum Laude
Independent Financial Consultant July 2014 - Present
Macadam Capital Partners April 1992 - June 2014
Skills
Valuations, Strategic Planning, Strategic Capital..., M&A and Restructuring, Reca[pitalizations
Education
Harvard Business School 1973 — 1975
Master of Business Administration (M.B.A.), Finance, With Distinction
Northwestern University 1965 — 1969
Bachelor’s Degree, Industrial Engineering