Independent Financial Consultant

Description

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

Employee
Years
Job
Industry
Carlos G. Urbina, MBA Carlos G. Urbina, MBA Orange County, California Area Details
Carlos G. Urbina, MBA's Independent Financial Consultant Experience November 2011 - March 2012
Job Mortgage Finance Professional experienced in all aspects of financial planning, treasury and mortgage lending.
Industry Financial Services
Experience
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

Davonna Lee Davonna Lee Greater Los Angeles Area Details
Davonna Lee's Independent Financial Consultant Experience January 2014 - Present
Job Tax Preparer
Industry Financial Services
Experience
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

Chris Rodskog Chris Rodskog San Francisco, California Details
Chris Rodskog's Independent Financial Consultant Experience 2001 - 2004
Job CFO
Industry Investment Banking
Experience
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

Alfonso Mendez-Lossada Alfonso Mendez-Lossada San Francisco Bay Area Details
Alfonso Mendez-Lossada's Independent Financial Consultant Experience 2009 - Present
Job International Project Finance Specialist
Industry Financial Services
Experience
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

Chris Reddington Chris Reddington Scottsdale, Arizona Details
Chris Reddington's Independent Financial Consultant Experience September 2001 - July 2014
Job
Industry Information Technology and Services
Experience
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

Steven Schroder Steven Schroder Greater San Diego Area Details
Steven Schroder's Independent Financial Consultant Experience December 2006 - April 2007
Job Director of Finance/CFO at Medipacs, Inc.
Industry Medical Devices
Experience
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

Philip Stephens Philip Stephens San Diego, California Details
Philip Stephens's Independent Financial Consultant Experience 2013 - Present
Job Finance Professional
Industry Nonprofit Organization Management
Experience
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

Melissa Vitek Melissa Vitek Greater Los Angeles Area Details
Melissa Vitek's Independent Financial Consultant Experience 2011 - 2012
Job VP Corporate Development and Investor Relations at TaskUs
Industry Financial Services
Experience
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

David E. Brown, CPA David E. Brown, CPA Chicago, Illinois Details
David E. Brown, CPA's Independent Financial Consultant Experience August 2011 - May 2014
Job
Industry Management Consulting
Experience
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

Charles Schwennesen Charles Schwennesen Greater Los Angeles Area Details
Charles Schwennesen's Independent Financial Consultant Experience April 1985 - September 1987
Job Real Estate Investment and Accounting Professional Seeking New Opportunities
Industry Real Estate
Experience
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.

Carl Wurster Carl Wurster Greater San Diego Area Details
Carl Wurster's Independent Financial Consultant Experience July 2003 - January 2004
Job Solutions Engineer at Plex Systems, Inc.
Industry Computer Software
Experience
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

Shivani Pathak CPA Shivani Pathak CPA San Francisco Bay Area Details
Shivani Pathak CPA's Independent Financial Consultant Experience November 2011 - Present
Job Certified Public Accountant
Industry Financial Services
Experience
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

Shelly LaPoint Shelly LaPoint Green Bay, Wisconsin Area Details
Shelly LaPoint's Independent Financial Consultant Experience January 2009 - July 2009
Job Vice President, Treasury Management Officer at Associated Bank
Industry Financial Services
Experience
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

Douglas Adamson, CPA Douglas Adamson, CPA Greater Philadelphia Area Details
Douglas Adamson, CPA's Independent Financial Consultant Experience 2009 - Present
Job Senior Financial Management
Industry Banking
Experience
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

Howard Meadows Howard Meadows Bakersfield, California Area Details
Howard Meadows's Independent Financial Consultant Experience May 2003 - May 2007
Job Accounting Professional
Industry Accounting
Experience
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

Michael Kamp Michael Kamp Broken Arrow, Oklahoma Details
Michael Kamp's Independent Financial Consultant Experience April 2005 - February 2008
Job Director of Research
Industry Marketing and Advertising
Experience
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

Bill St. Clair Bill St. Clair Houston, Texas Area Details
Bill St. Clair's Independent Financial Consultant Experience 2004 - January 2011
Job Owner at Independant CFO Consultant
Industry Financial Services
Experience
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

Alan Bahr Alan Bahr Greater Los Angeles Area Details
Alan Bahr's Independent Financial Consultant Experience 1999 - 2005
Job Senior Vice President Business Development at SimplyCredit
Industry Financial Services
Experience
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

Keith Farris Keith Farris Vero Beach, Florida Details
Keith Farris's Independent Financial Consultant Experience January 2013 - Present
Job Independent Financial Consultant
Industry Accounting
Experience
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

Timothy Treadway Timothy Treadway Clarksville, Tennessee Details
Timothy Treadway's Independent Financial Consultant Experience March 2010 - Present
Job CFO
Industry Financial Services
Experience
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

Julian White Julian White Richmond, Virginia Area Details
Julian White's Independent Financial Consultant Experience October 2001 - May 2004
Job Finance Manager
Industry Hospital & Health Care
Experience
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

Jeff Jarosinski Jeff Jarosinski Richmond, Virginia Area Details
Jeff Jarosinski's Independent Financial Consultant Experience 2014 - Present
Job Financial Consultant at Independent Financial Consultant
Industry Financial Services
Experience
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

Paul Saari Paul Saari Greater Atlanta Area Details
Paul Saari's Independent Financial Consultant Experience 2013 - Present
Job Senior Financial Executive
Industry Plastics
Experience
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

Thomas A. O'Donnell Thomas A. O'Donnell Greater Minneapolis-St. Paul Area Details
Thomas A. O'Donnell's Independent Financial Consultant Experience 1994 - 1997
Job Selfmotivated, problem solving profit center. I keep costs down and revenues moving in consulting, recruiting or sales
Industry Hospitality
Experience
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

Sebastian Lo Porto Sebastian Lo Porto Toronto, Canada Area Details
Sebastian Lo Porto's Independent Financial Consultant Experience November 2012 - Present
Job We help families earn more income and become properly protected, debt free and financially independent.
Industry Financial Services
Experience
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

Jefferson Works Jefferson Works Medford, Oregon Area Details
Jefferson Works's Independent Financial Consultant Experience 2007 - Present
Job Owner / Manager at Independent Financial Consultant
Industry Financial Services
Experience
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

Dale Wilhelm Dale Wilhelm Houston, Texas Area Details
Dale Wilhelm's Independent Financial Consultant Experience 2008 - 2010
Job Chief Financial Officer at NorAm Drilling Company
Industry Oil & Energy
Experience
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

Sadhna Kumar, CPA Sadhna Kumar, CPA Houston, Texas Area Details
Sadhna Kumar, CPA's Independent Financial Consultant Experience August 2013 - Present
Job Financial Consultant
Industry Accounting
Experience
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

Beatrice Diaz Beatrice Diaz Atlanta, Georgia Details
Beatrice Diaz's Independent Financial Consultant Experience January 1993 - October 1996
Job Bilingual Specialist in costs reduction and business process with small /medium companies focus on Spanish markets.
Industry Accounting
Experience
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

Renee S. Thompson Renee S. Thompson Goodyear, Arizona Details
Renee S. Thompson's Independent Financial Consultant Experience 2004 - 2012
Job Dynamic, resultsdriven marketeer ...
Industry Consumer Electronics
Experience
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

Jim Marino Jim Marino Greater New York City Area Details
Jim Marino's Independent Financial Consultant Experience January 2012 - May 2015
Job Financial Advisor at Empire Wealth Strategies
Industry Financial Services
Experience
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

Julie Ramaci Julie Ramaci Denver, Colorado Details
Julie Ramaci's Independent Financial Consultant Experience August 2012 - April 2015
Job Consulting Controller
Industry Accounting
Experience
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

Pascal Sabattier Pascal Sabattier Greater New York City Area Details
Pascal Sabattier's Independent Financial Consultant Experience June 2015 - Present
Job International Business Analyst Writer / Editor Independent music professional
Industry Financial Services
Experience
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

Marc H. Merritt Marc H. Merritt Greater New York City Area Details
Marc H. Merritt's Independent Financial Consultant Experience October 2014 - Present
Job Banking/Independent Financial Consultant
Industry Banking
Experience
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

Johanna Torres Chinchilla Johanna Torres Chinchilla Guatemala area Details
Johanna Torres Chinchilla's Independent Financial Consultant Experience 2013 - 2013
Job Business Development/Marketing Officer at Invercorp
Industry Financial Services
Experience
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

John Finnerty John Finnerty Greater Chicago Area Details
John Finnerty's Independent Financial Consultant Experience March 2008 - December 2009
Job Senior Managing Director, NXT Capital
Industry Financial Services
Experience
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

Anthony Fleurival Anthony Fleurival Greater Boston Area Details
Anthony Fleurival's Independent Financial Consultant Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Alan Carucci Alan Carucci Greater Boston Area Details
Alan Carucci's Independent Financial Consultant Experience 2001 - 2002
Job Corporate Controller Culbert Healthcare Solutions
Industry Pharmaceuticals
Experience
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

Rodney Caudill Rodney Caudill North Wilkesboro, North Carolina Details
Rodney Caudill's Independent Financial Consultant Experience June 1993 - March 1995
Job Attorney at The Law Office of J. Rodney Caudill, PLLC
Industry Law Practice
Experience
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

Brian Bedford Brian Bedford Arvada, Colorado Details
Brian Bedford's Independent Financial Consultant Experience 1998 - 2005
Job
Industry Accounting
Experience
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

George Paull, MBA George Paull, MBA Orange County, California Area Details
George Paull, MBA's Independent Financial Consultant Experience October 2013 - August 2014
Job
Industry Pharmaceuticals
Experience
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)

Joseph Hanson Joseph Hanson Greater New York City Area Details
Joseph Hanson's Independent Financial Consultant Experience March 2011 - Present
Job Partner at 4Squared Group, Inc.
Industry Financial Services
Experience
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

Terry Vander Ploeg Terry Vander Ploeg Grass Valley, California Details
Terry Vander Ploeg's Independent Financial Consultant Experience January 2015 - Present
Job Working with RGP, Spa Blends USA and Liberty Group of Nevada
Industry Accounting
Experience
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

Samuel Long Samuel Long Greater Chicago Area Details
Samuel Long's Independent Financial Consultant Experience April 2008 - September 2010
Job Owner at ComForcare Senior Services
Industry Hospital & Health Care
Experience
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

David Webber David Webber Greater New York City Area Details
David Webber's Independent Financial Consultant Experience March 2008 - March 2010
Job Vice President of Finance and Operations at Children's Tumor Foundation
Industry Nonprofit Organization Management
Experience
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

Steve Carbaugh Steve Carbaugh Raleigh-Durham, North Carolina Area Details
Steve Carbaugh's Independent Financial Consultant Experience 2007 - 2008
Job Senior Financial Executive
Industry Biotechnology
Experience
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

Alexander Wagstaff Alexander Wagstaff San Francisco Bay Area Details
Alexander Wagstaff's Independent Financial Consultant Experience 2009 - Present
Job Independent Financial Consultant
Industry Financial Services
Experience
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

Owen Sinclair Owen Sinclair Oceanside, New York Details
Owen Sinclair's Independent Financial Consultant Experience February 2009 - August 2013
Job BudgetingBookkeepingOperationsFinancial Analysis
Industry Financial Services
Experience
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

David Coultas David Coultas San Francisco Bay Area Details
David Coultas's Independent Financial Consultant Experience 2009 - March 2010
Job MD CFO Corporate and Transaction Banking at MUFG Union Bank
Industry Banking
Experience
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

Ted Mazzone Ted Mazzone San Francisco Bay Area Details
Ted Mazzone's Independent Financial Consultant Experience 2007 - November 2012
Job Controller at San Francisco Food Bank
Industry Computer Hardware
Experience
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

Angelo Susi Angelo Susi Greater New York City Area Details
Angelo Susi's Independent Financial Consultant Experience May 2013 - Present
Job Consultant Fixed Income Portfolio Management Systems at JP Morgan Chase
Industry Financial Services
Experience
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

David Owings David Owings Richmond, Virginia Area Details
David Owings's Independent Financial Consultant Experience August 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

Mr. J. Scott Collentro Mr. J. Scott Collentro Greater Boston Area Details
Mr. J. Scott Collentro's Independent Financial Consultant Experience January 2014 - 2014
Job Senior Financial Executive
Industry Computer Software
Experience
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

Ellen Cheng Ellen Cheng Greater Los Angeles Area Details
Ellen Cheng's Independent Financial Consultant Experience April 1997 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Teresa O. Lipcsey, CPA, CGMA Teresa O. Lipcsey, CPA, CGMA Boulder, Colorado Details
Teresa O. Lipcsey, CPA, CGMA's Independent Financial Consultant Experience December 2008 - June 2009
Job Corporate Controller at SomaLogic
Industry Biotechnology
Experience
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

Donald Bernard Donald Bernard Greater Los Angeles Area Details
Donald Bernard's Independent Financial Consultant Experience 1986 - 1988
Job Area CFO Kaiser Fontana and Ontario Medical Centers
Industry Hospital & Health Care
Experience
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

Arthur DeHey Arthur DeHey Rochester, New York Area Details
Arthur DeHey's Independent Financial Consultant Experience February 2013 - November 2013
Job President DeHey & Associates
Industry Hospital & Health Care
Experience
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

Kim Hoffarth, CPA CGMA Kim Hoffarth, CPA CGMA Greater Minneapolis-St. Paul Area Details
Kim Hoffarth, CPA CGMA's Independent Financial Consultant Experience October 2014 - Present
Job Contractor Acquisition Integration Finance Leader at ConvergeOne
Industry Accounting
Experience
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

Patrice Regan Schreiber Patrice Regan Schreiber Greater New York City Area Details
Patrice Regan Schreiber's Independent Financial Consultant Experience September 2001 - July 2010
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2015 - Present
Independent Financial Consultant   September 2001 - July 2010
Merrill Lynch  1986 - 2000

Education
Lynchburg College
BA, Business Administration

Howard Knauer Howard Knauer Saint Augustine, Florida Details
Howard Knauer's Independent Financial Consultant Experience June 2015 - Present
Job Experienced Executive, COO/Pres Consumer Collection and Debt Buying Organizations. Also Sr Manager Major Financial Firms
Industry Financial Services
Experience
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

John M. Johnson John M. Johnson Little Rock, Arkansas Area Details
John M. Johnson's Independent Financial Consultant Experience April 2006 - August 2009
Job Sr. Financial Analyst at Sysco Arkansas
Industry Food Production
Experience
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

Angela Addington Angela Addington Portland, Oregon Area Details
Angela Addington's Independent Financial Consultant Experience October 2014 - Present
Job Accounting Consultant
Industry Accounting
Experience
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

Paula Malzone Paula Malzone Greater Boston Area Details
Paula Malzone's Independent Financial Consultant Experience November 1999 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

Bob Homco Bob Homco Phoenix, Arizona Area Details
Bob Homco's Independent Financial Consultant Experience 2010 - 2010
Job Independent Banking Professional
Industry Banking
Experience
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

Robert Coupland, MAcc, CPA, CGMA Robert Coupland, MAcc, CPA, CGMA Greater Atlanta Area Details
Robert Coupland, MAcc, CPA, CGMA's Independent Financial Consultant Experience 2014 - Present
Job Consultant at Independent Financial Consultant
Industry Accounting
Experience
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

Dan Rosenbaum Dan Rosenbaum Charlotte, North Carolina Area Details
Dan Rosenbaum's Independent Financial Consultant Experience January 2003 - December 2003
Job Vice President / Controller Enterprise Technology & Delivery at Bank of America
Industry Banking
Experience
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

Dawn Bryson Dawn Bryson Greenville, South Carolina Area Details
Dawn Bryson's Independent Financial Consultant Experience 2009 - 2009
Job Business Analyst at Greenville Health System
Industry Hospital & Health Care
Experience
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

Jack Logsdon Jack Logsdon Orlando, Florida Area Details
Jack Logsdon's Independent Financial Consultant Experience October 2013 - January 2014
Job Workday Financials Consultant/Project Manager/Oracle Senior Consultant
Industry Information Services
Experience
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

Vivien Dias Vivien Dias New York, New York Details
Vivien Dias's Independent Financial Consultant Experience February 2001 - December 2005
Job Client Advisor at JPMorgan Asset Management
Industry Investment Management
Experience
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

Laura Hilly Laura Hilly Greater Atlanta Area Details
Laura Hilly's Independent Financial Consultant Experience January 2014 - Present
Job Finance
Industry Financial Services
Experience
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

Ed Kacsuta Ed Kacsuta Raleigh-Durham, North Carolina Area Details
Ed Kacsuta's Independent Financial Consultant Experience January 2012 - September 2013
Job Chief Financial Officer at U.S. Tobacco Cooperative
Industry Food & Beverages
Experience
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

peter poullada peter poullada San Francisco Bay Area Details
peter poullada's Independent Financial Consultant Experience February 2000 - February 2012
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Lolita Welch Lolita Welch Greater Atlanta Area Details
Lolita Welch's Independent Financial Consultant Experience March 2013 - Present
Job Sr. Underwriter Frontline & Forensic Audit
Industry Financial Services
Experience
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

Fran Wiatr Fran Wiatr Greater New York City Area Details
Fran Wiatr's Independent Financial Consultant Experience February 2008 - Present
Job Consultant Banking at Self Employed Independent
Industry Financial Services
Experience
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

Edward T. Motley Edward T. Motley Mansfield, Ohio Area Details
Edward T. Motley's Independent Financial Consultant Experience April 2015 - Present
Job Independent Financial Consultant
Industry Financial Services
Experience
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

John Mersek John Mersek Phoenix, Arizona Details
John Mersek's Independent Financial Consultant Experience November 2013 - May 2015
Job CEO, Financial Advisor
Industry Investment Management
Experience
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

Dave S. Miller Dave S. Miller Houston, Texas Area Details
Dave S. Miller's Independent Financial Consultant Experience November 1980 - Present
Job Principal at Independent Financial Consultant
Industry Financial Services
Experience
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

Rifkind Ryan Rifkind Ryan Chicago, Illinois Details
Rifkind Ryan's Independent Financial Consultant Experience June 2009 - September 2010
Job Market Specialist at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
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

Elaine Wyatt Elaine Wyatt Greater Minneapolis-St. Paul Area Details
Elaine Wyatt's Independent Financial Consultant Experience 2006 - 2008
Job Executive Director, Non Profit Leader, Fundraiser
Industry Nonprofit Organization Management
Experience
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

Jack Posniak Jack Posniak Greater New York City Area Details
Jack Posniak's Independent Financial Consultant Experience December 2011 - Present
Job Independent Financial Consultant
Industry Financial Services
Experience
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

Sam Keith Sam Keith Greater Chicago Area Details
Sam Keith's Independent Financial Consultant Experience 2001 - 2002
Job Experienced Financial Services Executive
Industry Financial Services
Experience
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

Samuel Murphy III Samuel Murphy III Greater Minneapolis-St. Paul Area Details
Samuel Murphy III's Independent Financial Consultant Experience 2012 - Present
Job Portfolio Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Sue Hagan Sue Hagan San Francisco Bay Area Details
Sue Hagan's Independent Financial Consultant Experience 1999 - 2006
Job Financial Operations Professional/Payments Processing/Treasury Mgmt. Products/Customer Support/Open to New Opportunities
Industry Banking
Experience
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

Calla Leon Calla Leon Washington D.C. Metro Area Details
Calla Leon's Independent Financial Consultant Experience November 2010 - September 2014
Job Senior Operations Manager
Industry Information Technology and Services
Experience
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

Deborah Spence, MBA, SPHR Deborah Spence, MBA, SPHR Virginia Beach, Virginia Details
Deborah Spence, MBA, SPHR's Independent Financial Consultant Experience September 2013 - July 2014
Job Department Human Resources Coordinator / City of Virginia Beach (current)
Industry Government Administration
Experience
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.)

Jill Cankar Jill Cankar Greater Chicago Area Details
Jill Cankar's Independent Financial Consultant Experience 2001 - September 2013
Job Accounting Manager at Two Brothers Brewing Company
Industry Food & Beverages
Experience
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

Phil Deadwyler Phil Deadwyler Palatine, Illinois Details
Phil Deadwyler's Independent Financial Consultant Experience December 2008 - Present
Job Agent/Broker Independent Financial Consultant
Industry Financial Services
Experience
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

James Hitchings James Hitchings United States Details
James Hitchings's Independent Financial Consultant Experience June 2015 - Present
Job Self Employed as Independent Financial Consultant
Industry
Experience
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

M Gordon Campbell M Gordon Campbell Durham, North Carolina Details
M Gordon Campbell's Independent Financial Consultant Experience May 1991 - December 1995
Job Operations Director at Statistical and Applied Mathematical Sciences Institute
Industry Research
Experience
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

Jim Rech Jim Rech Portland, Oregon Area Details
Jim Rech's Independent Financial Consultant Experience July 2014 - Present
Job Owner at Independent Financial Consultant and Adjunct MBA/MSFA Instructor at Portland State University
Industry Financial Services
Experience
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