Jefferson Wells
Industry: Company
DescriptionFounded: 1995 Parent organization: ManpowerGroup Subsidiary: The Gelber Organization
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Jefferson Wells Employees
Employee
Years
Job
Industry
Jeff Lagos Jeff Lagos's Jefferson Wells Experience June 2004 - September 2004
Job Director of Global Supply Chain and Operations Elmer's Products Inc. MBA, CPA, CSCP, CIA
Industry Consumer Goods
Experience
Elmer's Products, Inc. December 2008 - Present
Elmer's Products, Inc. August 2006 - December 2008
Elmer's Products, Inc. October 2004 - December 2008
Jefferson Wells June 2004 - September 2004
The Longaberger Company January 2003 - May 2004
Owens Corning November 2000 - December 2002
Becker/Convisor CPA Review Course January 1997 - May 2001
Owens Corning January 1999 - October 2000
Marathon Oil Company August 1996 - December 1998
Marathon Oil Company May 1991 - July 1996
Skills
Cross-functional Team..., Supply Chain Management, Materials Management, Process Improvement, Forecasting, Supply Chain, Inventory Management, Consumer Products, Lean Manufacturing, Procurement, Operations Management, Leadership, Logistics, Purchasing, Budgets, Sourcing, Financial Reporting, ERP, Strategic Sourcing, Manufacturing, Global Sourcing, Management, MRP, Project Planning, Inventory Control
Education
Bowling Green State University 1994 — 1996
MBA, Management Information Systems
Central Michigan University 1986 — 1991
BSBA, Double Major: Accounting, Computer Science
Elmer's Products, Inc. December 2008 - Present
Elmer's Products, Inc. August 2006 - December 2008
Elmer's Products, Inc. October 2004 - December 2008
Jefferson Wells June 2004 - September 2004
The Longaberger Company January 2003 - May 2004
Owens Corning November 2000 - December 2002
Becker/Convisor CPA Review Course January 1997 - May 2001
Owens Corning January 1999 - October 2000
Marathon Oil Company August 1996 - December 1998
Marathon Oil Company May 1991 - July 1996
Skills
Cross-functional Team..., Supply Chain Management, Materials Management, Process Improvement, Forecasting, Supply Chain, Inventory Management, Consumer Products, Lean Manufacturing, Procurement, Operations Management, Leadership, Logistics, Purchasing, Budgets, Sourcing, Financial Reporting, ERP, Strategic Sourcing, Manufacturing, Global Sourcing, Management, MRP, Project Planning, Inventory Control
Education
Bowling Green State University 1994 — 1996
MBA, Management Information Systems
Central Michigan University 1986 — 1991
BSBA, Double Major: Accounting, Computer Science
Robert DuPuy, MBA, CPBPM, LSSBB's Jefferson Wells Experience October 2006 - January 2008
Job Assisting companies generate incremental revenue by creatively solving complex business challenges
Industry Management Consulting
Experience
Bureau Veritas March 2015 - Present
ACIM LLC November 2013 - February 2015
LRQA July 2012 - November 2013
LRQA February 2008 - August 2012
Jefferson Wells October 2006 - January 2008
CA June 1999 - September 2006
Computer Associates August 1996 - June 1999
Computer Associates August 1996 - June 1999
Compaq Computer February 1991 - July 1996
Compaq Computer Corporation August 1987 - February 1991
Skills
Business Development, New Business Development, Six Sigma, Strategy, Business Strategy, Management, Program Management, Leadership, Training, Enterprise Software, Sales, Sales Management, Process Improvement, Strategic Planning, Strategic Partnerships, Sales Operations, Contract Negotiation, Marketing, Business Process..., Salesforce.com, Product Development, Team Building, Sales Process, Performance Management, International Sales, Executive Management, Management Consulting, Negotiation, Risk Management, Account Management, Change Management, Strategic Leadership, Product Management, Profit Margins, Competitive Analysis, Consulting
Education
IRCA OHSAS Lead Auditor 2010 — 2010
Certificate, Health and Safety
Jeff Thull 2010 — 2010
Consultative Selling Techniques, Selling, Certificate
IRCA ISO 9001, 14001, 22000 2008 — 2008
ISO 9001, 14001, 22000, Lead Auditor EMS, QMS, FSSC
California Coast University 1990 — 2005
BA, Business Administration
California Coast University 1985 — 1990
MBA, Business Administration
Flathead High School, Kalispell, MT
High School, High School/Secondary Diplomas and Certificates
Microcomputer Technology Institute
Associates, Computer Science
Bureau Veritas March 2015 - Present
ACIM LLC November 2013 - February 2015
LRQA July 2012 - November 2013
LRQA February 2008 - August 2012
Jefferson Wells October 2006 - January 2008
CA June 1999 - September 2006
Computer Associates August 1996 - June 1999
Computer Associates August 1996 - June 1999
Compaq Computer February 1991 - July 1996
Compaq Computer Corporation August 1987 - February 1991
Skills
Business Development, New Business Development, Six Sigma, Strategy, Business Strategy, Management, Program Management, Leadership, Training, Enterprise Software, Sales, Sales Management, Process Improvement, Strategic Planning, Strategic Partnerships, Sales Operations, Contract Negotiation, Marketing, Business Process..., Salesforce.com, Product Development, Team Building, Sales Process, Performance Management, International Sales, Executive Management, Management Consulting, Negotiation, Risk Management, Account Management, Change Management, Strategic Leadership, Product Management, Profit Margins, Competitive Analysis, Consulting
Education
IRCA OHSAS Lead Auditor 2010 — 2010
Certificate, Health and Safety
Jeff Thull 2010 — 2010
Consultative Selling Techniques, Selling, Certificate
IRCA ISO 9001, 14001, 22000 2008 — 2008
ISO 9001, 14001, 22000, Lead Auditor EMS, QMS, FSSC
California Coast University 1990 — 2005
BA, Business Administration
California Coast University 1985 — 1990
MBA, Business Administration
Flathead High School, Kalispell, MT
High School, High School/Secondary Diplomas and Certificates
Microcomputer Technology Institute
Associates, Computer Science
Beth McCauley, PHR, SHRM-CP Beth McCauley, PHR, SHRM-CP's Jefferson Wells Experience April 2004 - October 2005
Job HR Manager, Dominion Voting Systems
Industry Human Resources
Experience
Dominion Voting Systems November 2014 - Present
Mile High SHRM May 2014 - Present
DigitalGlobe August 2013 - July 2014
Black Creek Group & DCT Industrial July 2009 - June 2013
EnCana Corporation/HRQ July 2007 - March 2009
Deloitte October 2005 - May 2007
Jefferson Wells April 2004 - October 2005
Skills
Generalist, Benefits Administration, Wellness Programs, Benefits, Onboarding, HRIS, Employee Benefits, Compliance, Talent Acquisition, Mergers, Excel, PowerPoint, Compensation, Employee Engagement, Team Building, PeopleSoft, Hiring, Event Planning, Interviewing, Public Speaking, Recruiting, FMLA, Microsoft Excel, Personnel Management, Interviews, Human Resources, Employee Relations, Management, Leadership, Training, New Hire Orientations, Employee Training, Job Descriptions, Program Management, Performance Management
Education
Brock University 1999 — 2003
Bachelor of Arts (B.A.), Business Communications
Dominion Voting Systems November 2014 - Present
Mile High SHRM May 2014 - Present
DigitalGlobe August 2013 - July 2014
Black Creek Group & DCT Industrial July 2009 - June 2013
EnCana Corporation/HRQ July 2007 - March 2009
Deloitte October 2005 - May 2007
Jefferson Wells April 2004 - October 2005
Skills
Generalist, Benefits Administration, Wellness Programs, Benefits, Onboarding, HRIS, Employee Benefits, Compliance, Talent Acquisition, Mergers, Excel, PowerPoint, Compensation, Employee Engagement, Team Building, PeopleSoft, Hiring, Event Planning, Interviewing, Public Speaking, Recruiting, FMLA, Microsoft Excel, Personnel Management, Interviews, Human Resources, Employee Relations, Management, Leadership, Training, New Hire Orientations, Employee Training, Job Descriptions, Program Management, Performance Management
Education
Brock University 1999 — 2003
Bachelor of Arts (B.A.), Business Communications
Pam Cooper's Jefferson Wells Experience December 2008 - May 2009
Job Senior Vice President/Chief Accounting Officer at W.J. Bradley Mortgage Capital, LLC
Industry Accounting
Experience
W.J. Bradley Mortgage Capital, LLC September 2012 - Present
Aurora Bank FSB May 2009 - September 2012
Aurora Loan Services May 2009 - September 2012
Jefferson Wells December 2008 - May 2009
MDC Holdings, Inc. November 2006 - November 2008
AFS Technologies, Inc. June 2003 - November 2006
Deloitte January 1993 - June 2003
Plaza Home Mortgage September 1990 - January 1993
Skills
Financial Reporting, Financial Analysis, Audit, Due Diligence, Mergers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1992
MBA
University of California, Irvine 1981 — 1985
BA
W.J. Bradley Mortgage Capital, LLC September 2012 - Present
Aurora Bank FSB May 2009 - September 2012
Aurora Loan Services May 2009 - September 2012
Jefferson Wells December 2008 - May 2009
MDC Holdings, Inc. November 2006 - November 2008
AFS Technologies, Inc. June 2003 - November 2006
Deloitte January 1993 - June 2003
Plaza Home Mortgage September 1990 - January 1993
Skills
Financial Reporting, Financial Analysis, Audit, Due Diligence, Mergers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1992
MBA
University of California, Irvine 1981 — 1985
BA
Joy Suzik's Jefferson Wells Experience December 2005 - August 2008
Job Teaching Assistant at Waukesha Catholic
Industry Management Consulting
Experience
Waukesha Catholic January 2014 - Present
Waukesha Catholic August 2012 - July 2014
Experis (fka Jefferson Wells) August 2008 - August 2012
Jefferson Wells December 2005 - August 2008
Jefferson Wells August 2000 - November 2005
Reinhart, Boerner May 1999 - August 2000
Murray & Cross January 1999 - April 1999
Avitek Aerospace Industries, Inc February 1997 - June 1998
Manpower Temporary Services June 1995 - January 1997
Skills
Accounting, Invoicing, Audit, PeopleSoft, Account Reconciliation, Reconciliation, Expenses, Accounts Payable, Accounts Receivable, Microsoft Office, Auditing, Excel, Billing, Sarbanes-Oxley Act, Training, Finance, Customer Service
Education
University of Wisconsin-Milwaukee 1992 — 1996
Bachelor’s Degree, Concentrattion in Spanish and Communications
Alverno College 2002 — 2004
Postbaccalaureate Management Certificate, Accounting
Milwaukee Area Technical College 1997 — 1998
Postbaccalaureate Certificate; A.B.A, Paralegalism
Marquette University Law School
legal writing and legal research
Waukesha Catholic January 2014 - Present
Waukesha Catholic August 2012 - July 2014
Experis (fka Jefferson Wells) August 2008 - August 2012
Jefferson Wells December 2005 - August 2008
Jefferson Wells August 2000 - November 2005
Reinhart, Boerner May 1999 - August 2000
Murray & Cross January 1999 - April 1999
Avitek Aerospace Industries, Inc February 1997 - June 1998
Manpower Temporary Services June 1995 - January 1997
Skills
Accounting, Invoicing, Audit, PeopleSoft, Account Reconciliation, Reconciliation, Expenses, Accounts Payable, Accounts Receivable, Microsoft Office, Auditing, Excel, Billing, Sarbanes-Oxley Act, Training, Finance, Customer Service
Education
University of Wisconsin-Milwaukee 1992 — 1996
Bachelor’s Degree, Concentrattion in Spanish and Communications
Alverno College 2002 — 2004
Postbaccalaureate Management Certificate, Accounting
Milwaukee Area Technical College 1997 — 1998
Postbaccalaureate Certificate; A.B.A, Paralegalism
Marquette University Law School
legal writing and legal research
David Wright David Wright's Jefferson Wells Experience 2000 - 2003
Job Senior Technical Recruiter at Medical Science & Computing (MSC)
Industry Staffing and Recruiting
Experience
Medical Science & Computing (MSC) July 2014 - Present
Unisys August 2013 - July 2014
ManTech June 2012 - June 2013
Raytheon March 2012 - June 2012
Northrop Grumman Information Systems November 2008 - March 2012
Booz Allen Hamilton December 2007 - October 2008
Fannie Mae May 2005 - December 2007
Financial Management Recruiters June 2005 - November 2006
Robert Half International February 2003 - May 2005
Jefferson Wells 2000 - 2003
Skills
Auditing, Financial Accounting, Technical Recruiting, Interviewing, Candidate Screening, Change Management, Applicant Tracking..., Taleo, BrassRing, Metric Development, Metrics Reporting, Behavioral Interviewing, Screening Resumes, Interviews, Training, College Recruiting, Sourcing, Security Clearance, Leadership, Strategic Planning, Business Development, Consulting, Management Consulting, Talent Acquisition, Benefits Negotiation, Analysis, Strategy, CRM, Recruiting, Management, Program Management, Internet Recruiting, Talent Management, Onboarding, Temporary Placement, Hiring, Contract Recruitment, Staffing Services, Human Resources, Screening, Workforce Planning, Personnel Management, Negotiation, Technology, Networking, Executive Search
Education
American University 1988 — 1989
Master's Degree, Accounting
Long Island University 1982 — 1987
Bachelor's Degree, Political Science/History
Medical Science & Computing (MSC) July 2014 - Present
Unisys August 2013 - July 2014
ManTech June 2012 - June 2013
Raytheon March 2012 - June 2012
Northrop Grumman Information Systems November 2008 - March 2012
Booz Allen Hamilton December 2007 - October 2008
Fannie Mae May 2005 - December 2007
Financial Management Recruiters June 2005 - November 2006
Robert Half International February 2003 - May 2005
Jefferson Wells 2000 - 2003
Skills
Auditing, Financial Accounting, Technical Recruiting, Interviewing, Candidate Screening, Change Management, Applicant Tracking..., Taleo, BrassRing, Metric Development, Metrics Reporting, Behavioral Interviewing, Screening Resumes, Interviews, Training, College Recruiting, Sourcing, Security Clearance, Leadership, Strategic Planning, Business Development, Consulting, Management Consulting, Talent Acquisition, Benefits Negotiation, Analysis, Strategy, CRM, Recruiting, Management, Program Management, Internet Recruiting, Talent Management, Onboarding, Temporary Placement, Hiring, Contract Recruitment, Staffing Services, Human Resources, Screening, Workforce Planning, Personnel Management, Negotiation, Technology, Networking, Executive Search
Education
American University 1988 — 1989
Master's Degree, Accounting
Long Island University 1982 — 1987
Bachelor's Degree, Political Science/History
Alex Grieve Alex Grieve's Jefferson Wells Experience January 2008 - August 2008
Job Consultant WMS SCALE
Industry Logistics and Supply Chain
Experience
Manhattan Associates August 2015 - Present
Anna's Linens February 2015 - July 2015
Anna's Linens November 2013 - February 2015
BLB Resources, Inc July 2013 - October 2013
ERI Economic Research Institute March 2013 - July 2013
United Auto Credit Corporation July 2012 - March 2013
Sigma Phi Epsilon Fraternity - Cal Omega Chapter December 2008 - November 2012
BJ's Restaurants, Inc. April 2009 - July 2012
Hollister Co. August 2008 - January 2009
Jefferson Wells January 2008 - August 2008
Skills
Organization, Professional, Reliable, Interpersonal Skill, Diligent, Accurate, Friendly Personality, Legal Writing, Legal Research, Leadership, Highly personable, Public Speaking, Recruiting, Compassionate, Technical Writing, Team Management, Project Management, Volunteer Management, Philanthropy, Volunteering, Research, Community Outreach, Customer Service, Data Entry, Social Networking, Critical Thinking, Event Planning, Fundraising, Sales, Facebook, PowerPoint, Management, Analysis, Strategic Planning, Microsoft Excel
Education
California State University-Fullerton 2007 — 2012
Bachelor of Arts (B.A.), Business Administration
Manhattan Associates August 2015 - Present
Anna's Linens February 2015 - July 2015
Anna's Linens November 2013 - February 2015
BLB Resources, Inc July 2013 - October 2013
ERI Economic Research Institute March 2013 - July 2013
United Auto Credit Corporation July 2012 - March 2013
Sigma Phi Epsilon Fraternity - Cal Omega Chapter December 2008 - November 2012
BJ's Restaurants, Inc. April 2009 - July 2012
Hollister Co. August 2008 - January 2009
Jefferson Wells January 2008 - August 2008
Skills
Organization, Professional, Reliable, Interpersonal Skill, Diligent, Accurate, Friendly Personality, Legal Writing, Legal Research, Leadership, Highly personable, Public Speaking, Recruiting, Compassionate, Technical Writing, Team Management, Project Management, Volunteer Management, Philanthropy, Volunteering, Research, Community Outreach, Customer Service, Data Entry, Social Networking, Critical Thinking, Event Planning, Fundraising, Sales, Facebook, PowerPoint, Management, Analysis, Strategic Planning, Microsoft Excel
Education
California State University-Fullerton 2007 — 2012
Bachelor of Arts (B.A.), Business Administration
Michelle Search-Winters, CPA's Jefferson Wells Experience June 2004 - June 2010
Job Director of Sales and Business Development at Experis Finance
Industry Accounting
Experience
Experis Finance April 2015 - Present
Experis Finance (fka Jefferson Wells) June 2010 - Present
Jefferson Wells June 2004 - June 2010
PricewaterhouseCoopers November 1997 - May 2004
Golden Star Resources November 1994 - November 1997
Cyprus Amax Minerals March 1994 - November 1997
Coopers & Lybrand November 1991 - March 1994
Deloitte & Touche May 1989 - November 1991
Skills
COSO, SEC filings, Sarbanes-Oxley Act, US GAAP, Technical Accounting..., Finance Transformation, IPO Support, Board Consultations, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Controls, SOX 404, Consolidation, Revenue Recognition, IFRS, External Audit, GAAP, CPA, Assurance, Acquisition Integration, Financial Audits, Financial Statements, SOX Compliancy, Consolidated Financial...
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting & Finance
Experis Finance April 2015 - Present
Experis Finance (fka Jefferson Wells) June 2010 - Present
Jefferson Wells June 2004 - June 2010
PricewaterhouseCoopers November 1997 - May 2004
Golden Star Resources November 1994 - November 1997
Cyprus Amax Minerals March 1994 - November 1997
Coopers & Lybrand November 1991 - March 1994
Deloitte & Touche May 1989 - November 1991
Skills
COSO, SEC filings, Sarbanes-Oxley Act, US GAAP, Technical Accounting..., Finance Transformation, IPO Support, Board Consultations, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Controls, SOX 404, Consolidation, Revenue Recognition, IFRS, External Audit, GAAP, CPA, Assurance, Acquisition Integration, Financial Audits, Financial Statements, SOX Compliancy, Consolidated Financial...
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting & Finance
Nadeem Muqueem's Jefferson Wells Experience October 2004 - December 2008
Job Senior Business Analyst at Quicken Loans
Industry Information Technology and Services
Experience
Quicken Loans March 2013 - Present
Compuware December 2010 - February 2013
M2O LLC December 2008 - October 2010
Jefferson Wells October 2004 - December 2008
BOEING COMPANY April 2004 - September 2004
ACSYS TECHNOLOGIES February 2002 - March 2004
Tower Automotive June 2001 - December 2001
BASF CORP May 1999 - May 2001
ITOCHU INTERNATIONAL, INC May 1996 - April 1999
Fort Wayne Foundry Corporation March 1992 - May 1996
Skills
Leadership, Analysis, Business Analysis, Business Process, CRM, Financial Analysis, Financial Reporting, Forecasting, Management, Process Improvement, SDLC, Sarbanes-Oxley Act, Six Sigma, Visio, Requirements Analysis
Education
Macomb Community College 2012 — 2012
Health Information Technology Certificate
Southern New Hampshire University 1990 — 1992
MBA
California State University-Dominguez Hills 1983 — 1986
BS
Quicken Loans March 2013 - Present
Compuware December 2010 - February 2013
M2O LLC December 2008 - October 2010
Jefferson Wells October 2004 - December 2008
BOEING COMPANY April 2004 - September 2004
ACSYS TECHNOLOGIES February 2002 - March 2004
Tower Automotive June 2001 - December 2001
BASF CORP May 1999 - May 2001
ITOCHU INTERNATIONAL, INC May 1996 - April 1999
Fort Wayne Foundry Corporation March 1992 - May 1996
Skills
Leadership, Analysis, Business Analysis, Business Process, CRM, Financial Analysis, Financial Reporting, Forecasting, Management, Process Improvement, SDLC, Sarbanes-Oxley Act, Six Sigma, Visio, Requirements Analysis
Education
Macomb Community College 2012 — 2012
Health Information Technology Certificate
Southern New Hampshire University 1990 — 1992
MBA
California State University-Dominguez Hills 1983 — 1986
BS
Patti & Gary Cason Patti & Gary Cason's Jefferson Wells Experience January 2001 - March 2004
Job Associate Broker, Keller Williams Lake Keowee, Salem, SC at We Sell Keowee.com, Patti & Gary
Industry Real Estate
Experience
Keller Williams, Seneca, SC December 2013 - Present
Keller Williams, Lake Keowee, SC December 2013 - Present
We Sell Keowee, Patti & Michele & Gary February 2004 - December 2013
Project Manager January 2001 - March 2004
Jefferson Wells January 2001 - March 2004
Skills
Foreclosures, REO, Investors, Condos, Investment Properties, First Time Home Buyers, New Home Sales, Property Management, Selling, Marketing, We specialize in the..., Short Sales, Rentals, Sales, Relocation, Buyer Representation, Real Estate, Listings, Residential Homes, Referrals, Real Estate Transactions, Negotiation, Sellers, Real Property, Single Family Homes, Luxury, ABR, Strategic Planning, Townhomes, Contract Negotiation, Buyers, Team Building
Education
Gerogia State University 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Broward Community College 1970 — 1972
Associate's degree, Business
Keller Williams, Seneca, SC December 2013 - Present
Keller Williams, Lake Keowee, SC December 2013 - Present
We Sell Keowee, Patti & Michele & Gary February 2004 - December 2013
Project Manager January 2001 - March 2004
Jefferson Wells January 2001 - March 2004
Skills
Foreclosures, REO, Investors, Condos, Investment Properties, First Time Home Buyers, New Home Sales, Property Management, Selling, Marketing, We specialize in the..., Short Sales, Rentals, Sales, Relocation, Buyer Representation, Real Estate, Listings, Residential Homes, Referrals, Real Estate Transactions, Negotiation, Sellers, Real Property, Single Family Homes, Luxury, ABR, Strategic Planning, Townhomes, Contract Negotiation, Buyers, Team Building
Education
Gerogia State University 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Broward Community College 1970 — 1972
Associate's degree, Business
Matthew Todd, MS MIS Matthew Todd, MS MIS's Jefferson Wells Experience October 2003 - February 2004
Job Director of Information Technology
Industry Information Technology and Services
Experience
National Rural Electric Cooperative Association September 2010 - Present
National Rural Electric Cooperative Association February 2004 - September 2010
Jefferson Wells October 2003 - February 2004
Nanonation July 2001 - October 2003
Cap Gemini Ernst & Young June 1996 - July 2001
Infocure February 1999 - December 2000
Cooperative Benefit Administrators September 1995 - May 1996
James Martin and Company October 1993 - September 1995
Woodmen Accident and Life May 1989 - October 1993
County of Fresno June 1987 - May 1989
Skills
Systems Analysis, Program Management, Team Leadership, Database Design, Mainframe, Agile Project Management, Software Project..., Software Design, Design Thinking, Data Modeling, Business Process..., Scrum, Kanban, Extreme Programming, Leadership, Organizational Design, Servant Leadership, Faciltation, Brainstorm Facilitation, 401k, Estimating, Budgets, Relationship-building..., Databases, Enterprise Architecture, SDLC, Project Management, Requirements Gathering, Requirements Analysis, Integration, Video Production, Video Editing, Camera Operating, Windows Movie Maker, Agile Methodologies, Business Analysis, Process Improvement, Web Applications, SharePoint, Analysis, Visio, CRM, IT Strategy, PMP, Business Intelligence, Application Architecture, Business Requirements, Information Technology
Education
Bellevue University 2008 — 2012
MS, Management Information Systems with a Project Management concentration, 4.0
California State University-Fresno 1982 — 1985
BS, Business Administration - Computer Applications and Systems, 3.89
Villanova University 2007 — 2007
Business Analysis and Project Management
Fresno City College 1981 — 1982
University of South Carolina-Columbia 1978 — 1979
Undergraduate Studies
National Rural Electric Cooperative Association September 2010 - Present
National Rural Electric Cooperative Association February 2004 - September 2010
Jefferson Wells October 2003 - February 2004
Nanonation July 2001 - October 2003
Cap Gemini Ernst & Young June 1996 - July 2001
Infocure February 1999 - December 2000
Cooperative Benefit Administrators September 1995 - May 1996
James Martin and Company October 1993 - September 1995
Woodmen Accident and Life May 1989 - October 1993
County of Fresno June 1987 - May 1989
Skills
Systems Analysis, Program Management, Team Leadership, Database Design, Mainframe, Agile Project Management, Software Project..., Software Design, Design Thinking, Data Modeling, Business Process..., Scrum, Kanban, Extreme Programming, Leadership, Organizational Design, Servant Leadership, Faciltation, Brainstorm Facilitation, 401k, Estimating, Budgets, Relationship-building..., Databases, Enterprise Architecture, SDLC, Project Management, Requirements Gathering, Requirements Analysis, Integration, Video Production, Video Editing, Camera Operating, Windows Movie Maker, Agile Methodologies, Business Analysis, Process Improvement, Web Applications, SharePoint, Analysis, Visio, CRM, IT Strategy, PMP, Business Intelligence, Application Architecture, Business Requirements, Information Technology
Education
Bellevue University 2008 — 2012
MS, Management Information Systems with a Project Management concentration, 4.0
California State University-Fresno 1982 — 1985
BS, Business Administration - Computer Applications and Systems, 3.89
Villanova University 2007 — 2007
Business Analysis and Project Management
Fresno City College 1981 — 1982
University of South Carolina-Columbia 1978 — 1979
Undergraduate Studies
James Esswein James Esswein's Jefferson Wells Experience May 2000 - July 2003
Job Manager at Axia Resources
Industry Accounting
Experience
Axia Resources May 2007 - Present
UHY Advisors 2004 - 2007
Jefferson Wells May 2000 - July 2003
Transocean 1998 - 1999
Unocal 1993 - 1997
Unocal 1990 - 1993
Unocal 1980 - 1990
Skills
Enterprise Risk..., Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Reporting, Risk Assessment, Accounting, COBIT, IFRS, Auditing, Financial Accounting, International Tax, Assurance
Education
University of Houston-Clear Lake 1997 — 2001
MBA, International
California State University-Northridge 1974 — 1980
BS, Business Administration - Accounting
Axia Resources May 2007 - Present
UHY Advisors 2004 - 2007
Jefferson Wells May 2000 - July 2003
Transocean 1998 - 1999
Unocal 1993 - 1997
Unocal 1990 - 1993
Unocal 1980 - 1990
Skills
Enterprise Risk..., Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Reporting, Risk Assessment, Accounting, COBIT, IFRS, Auditing, Financial Accounting, International Tax, Assurance
Education
University of Houston-Clear Lake 1997 — 2001
MBA, International
California State University-Northridge 1974 — 1980
BS, Business Administration - Accounting
Hugues Akuété Durand's Jefferson Wells Experience May 2001 - 2006
Job Information Technology Risk, Security, Governance & Compliance
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company 2013 - Present
Accenture July 2011 - March 2013
Q-Digital Technologies, Inc. March 2009 - June 2011
Velox Technology August 2006 - April 2009
Jefferson Wells May 2001 - 2006
APL Logistics October 1995 - April 2001
IBM Global Services 1993 - 1996
Education
California State University-Hayward - School of Business and Economics 1992 — 1995
Université de Paris II: Panthéon-Assas 1983 — 1985
Pacific Gas and Electric Company 2013 - Present
Accenture July 2011 - March 2013
Q-Digital Technologies, Inc. March 2009 - June 2011
Velox Technology August 2006 - April 2009
Jefferson Wells May 2001 - 2006
APL Logistics October 1995 - April 2001
IBM Global Services 1993 - 1996
Education
California State University-Hayward - School of Business and Economics 1992 — 1995
Université de Paris II: Panthéon-Assas 1983 — 1985
Christina Nemeth Christina Nemeth's Jefferson Wells Experience October 2008 - January 2011
Job CFO at JCIII & Associates
Industry Financial Services
Experience
JCIII & Associates August 2012 - Present
Nemeth Consulting October 2006 - September 2012
Jefferson Wells October 2008 - January 2011
Steven Douglas Associates 2011 - 2011
Tower Records December 2004 - October 2006
Jones & Stokes Associates December 2003 - December 2004
KPMG and Arthur Andersen May 2001 - November 2003
Education
University of South Florida
MBA, USF EMBA
California State University-Sacramento
BS, Business Administration- Accountancy
JCIII & Associates August 2012 - Present
Nemeth Consulting October 2006 - September 2012
Jefferson Wells October 2008 - January 2011
Steven Douglas Associates 2011 - 2011
Tower Records December 2004 - October 2006
Jones & Stokes Associates December 2003 - December 2004
KPMG and Arthur Andersen May 2001 - November 2003
Education
University of South Florida
MBA, USF EMBA
California State University-Sacramento
BS, Business Administration- Accountancy
Sue Sapp Sue Sapp's Jefferson Wells Experience 1999 - 2005
Job Consultant at Resources Global Professionals
Industry Management Consulting
Experience
Resources Global Professionals August 2005 - Present
Jefferson Wells 1999 - 2005
Parson Consulting 1998 - 1999
ACCO Brands 1989 - 1997
Allied Van Lines 1984 - 1989
Skills
Business Process..., Management Consulting, Internal Controls, Hyperion Enterprise, Internal Audit, GAAP, Financial Reporting, Cash Management
Education
Bradley University
Bachelor's degree, Mathematics
Malta
Northern Illinois University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Resources Global Professionals August 2005 - Present
Jefferson Wells 1999 - 2005
Parson Consulting 1998 - 1999
ACCO Brands 1989 - 1997
Allied Van Lines 1984 - 1989
Skills
Business Process..., Management Consulting, Internal Controls, Hyperion Enterprise, Internal Audit, GAAP, Financial Reporting, Cash Management
Education
Bradley University
Bachelor's degree, Mathematics
Malta
Northern Illinois University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Curtis Huovie Curtis Huovie's Jefferson Wells Experience December 2003 - March 2004
Job Retired CFO, VP Admin and VP and Controller at N/A Retired
Industry Management Consulting
Experience
N/A - Retired December 1995 - Present
Jefferson Wells December 2003 - March 2004
SKAMP Corp. June 1999 - April 2000
UFE January 1998 - September 1998
Minnesota Corn Processors December 1996 - March 1997
The Valspar Corporation March 1972 - February 1995
Skills
Capital Restructuring, Mergers and acquisitions, Spin-off and..., Common stock public..., Policy and procedure..., SEC filings, Process and..., Sarbanes - Oxley..., Banking and shareholder..., Cash Management, Financial reporting and..., Budget, profit, capital..., Human resources and..., External Audit..., International..., Credit approval,..., Accounts payable..., Payroll management, Travel and auto fleet..., ACH audit, Real estate client..., Short sale and..., Personal financial..., Financial Analysis, Estate..., Finance, Auditing, Mergers & Acquisitions, Personal Financial..., Financial Reporting, mergers and acquisitions, Accounts Payable, Restructuring, Budgets, Managerial Finance, Accounting, Payroll
Education
Stanford University
Financial Management Program, Graduate Level Finance
University of St. Thomas 1975 — 1977
MBA, Finance
Augsburg College
Bachelor of Arts (B.A.), Business Admin/Finance
Robbinsdale Senior High School
H.S. Diploma
N/A - Retired December 1995 - Present
Jefferson Wells December 2003 - March 2004
SKAMP Corp. June 1999 - April 2000
UFE January 1998 - September 1998
Minnesota Corn Processors December 1996 - March 1997
The Valspar Corporation March 1972 - February 1995
Skills
Capital Restructuring, Mergers and acquisitions, Spin-off and..., Common stock public..., Policy and procedure..., SEC filings, Process and..., Sarbanes - Oxley..., Banking and shareholder..., Cash Management, Financial reporting and..., Budget, profit, capital..., Human resources and..., External Audit..., International..., Credit approval,..., Accounts payable..., Payroll management, Travel and auto fleet..., ACH audit, Real estate client..., Short sale and..., Personal financial..., Financial Analysis, Estate..., Finance, Auditing, Mergers & Acquisitions, Personal Financial..., Financial Reporting, mergers and acquisitions, Accounts Payable, Restructuring, Budgets, Managerial Finance, Accounting, Payroll
Education
Stanford University
Financial Management Program, Graduate Level Finance
University of St. Thomas 1975 — 1977
MBA, Finance
Augsburg College
Bachelor of Arts (B.A.), Business Admin/Finance
Robbinsdale Senior High School
H.S. Diploma
Cori Creran Cori Creran's Jefferson Wells Experience March 2009 - June 2011
Job
Industry Financial Services
Experience
Experis February 2013 - Present
Dun & Bradstreet June 2011 - June 2012
Jefferson Wells March 2009 - June 2011
Accume Partners December 2007 - December 2008
Bristol-Myers Squibb June 2006 - December 2007
Control Solutions May 2005 - June 2006
Robert Half Management Resources 2003 - 2004
Towers Perrin 1996 - 2003
Brown Brothers Harriman 1989 - 1993
The Boston Company/Boston Safe Deposit & Trust 1988 - 1989
Skills
Green Belt, Lean Six Sigma, Process Improvement, Banking, Insurance, Consumer Products, Pharmaceutical Industry, Airlines, Finance, Data Analysis, Leadership, Sarbanes-Oxley, Enterprise Risk..., Sarbanes-Oxley Act, Project Management, Financial Analysis, Statistical Modeling, Strategic Planning, Black Belt, Internal Controls, Analysis, Strategy, Analytics, Internal Audit, Executive Management, Management, Business Process
Education
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Business/Finance/HR
Bentley University 1984 — 1988
BS, Finance
Experis February 2013 - Present
Dun & Bradstreet June 2011 - June 2012
Jefferson Wells March 2009 - June 2011
Accume Partners December 2007 - December 2008
Bristol-Myers Squibb June 2006 - December 2007
Control Solutions May 2005 - June 2006
Robert Half Management Resources 2003 - 2004
Towers Perrin 1996 - 2003
Brown Brothers Harriman 1989 - 1993
The Boston Company/Boston Safe Deposit & Trust 1988 - 1989
Skills
Green Belt, Lean Six Sigma, Process Improvement, Banking, Insurance, Consumer Products, Pharmaceutical Industry, Airlines, Finance, Data Analysis, Leadership, Sarbanes-Oxley, Enterprise Risk..., Sarbanes-Oxley Act, Project Management, Financial Analysis, Statistical Modeling, Strategic Planning, Black Belt, Internal Controls, Analysis, Strategy, Analytics, Internal Audit, Executive Management, Management, Business Process
Education
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Business/Finance/HR
Bentley University 1984 — 1988
BS, Finance
Beth Allsop's Jefferson Wells Experience February 2011 - March 2011
Job LiaisonDegreed Accountant, PM/Oracle EBS Functional Analyst
Industry Information Technology and Services
Experience
CSPH Inc February 2015 - Present
Looking for my next great company! August 2014 - Present
Personal Experience November 2013 - July 2014
Consultant January 2011 - December 2013
Extrinsic August 2013 - November 2013
HaloGroup, LLC March 2013 - August 2013
Veralogic Group March 2012 - April 2012
RNA Holdings, LLC December 2011 - January 2012
FYX, Inc June 2011 - July 2011
Jefferson Wells February 2011 - March 2011
Skills
Project Management, Oracle E-Business Suite, Oracle Financials, Accounts Receivable..., Accounting, Manager, Accounts Payable, Fixed Assets, Oracle 12i Support, Contract Administration, User Acceptance Testing, Oracle EBS Training, Personnel Recruting, Commerical Collections, Credit Card Processing, Credit Analysis, Accounts Receivable, Month End Close, Journal Entries, Account Reconciliation, Account Analysis, Revenue Forecasting, Microsoft Office, Change Management, Oracle General Ledger, Oracle Discoverer, WIP, Bill of Materials, Physical Inventory, Intercompany, Multi-currency, General Ledger..., Monthly Closing, Fixed Asset Management, Accounting Research, Audit Support, Year End Close, Accounting Analysis, General Ledger..., Internal Reporting, Monthly Reporting, Implementation Of..., Training, Checks, Financial Analysis, Year-end Close, Contract Management, Auditing, Credit Cards, Software Documentation
Education
American InterContinental University 2005 — 2006
BBA, Accounting and Finance, 3.6
American InterContinental University 2004 — 2005
BBA, Human Resources Management, 3.7
Brookhaven College 1997 — 2001
Associate's Degree, Accounting, 3.81
JJ Pearce High School
Diploma, Required Coursework
CSPH Inc February 2015 - Present
Looking for my next great company! August 2014 - Present
Personal Experience November 2013 - July 2014
Consultant January 2011 - December 2013
Extrinsic August 2013 - November 2013
HaloGroup, LLC March 2013 - August 2013
Veralogic Group March 2012 - April 2012
RNA Holdings, LLC December 2011 - January 2012
FYX, Inc June 2011 - July 2011
Jefferson Wells February 2011 - March 2011
Skills
Project Management, Oracle E-Business Suite, Oracle Financials, Accounts Receivable..., Accounting, Manager, Accounts Payable, Fixed Assets, Oracle 12i Support, Contract Administration, User Acceptance Testing, Oracle EBS Training, Personnel Recruting, Commerical Collections, Credit Card Processing, Credit Analysis, Accounts Receivable, Month End Close, Journal Entries, Account Reconciliation, Account Analysis, Revenue Forecasting, Microsoft Office, Change Management, Oracle General Ledger, Oracle Discoverer, WIP, Bill of Materials, Physical Inventory, Intercompany, Multi-currency, General Ledger..., Monthly Closing, Fixed Asset Management, Accounting Research, Audit Support, Year End Close, Accounting Analysis, General Ledger..., Internal Reporting, Monthly Reporting, Implementation Of..., Training, Checks, Financial Analysis, Year-end Close, Contract Management, Auditing, Credit Cards, Software Documentation
Education
American InterContinental University 2005 — 2006
BBA, Accounting and Finance, 3.6
American InterContinental University 2004 — 2005
BBA, Human Resources Management, 3.7
Brookhaven College 1997 — 2001
Associate's Degree, Accounting, 3.81
JJ Pearce High School
Diploma, Required Coursework
Fred Heller Fred Heller's Jefferson Wells Experience 2000 - 2005
Job Director at AC Lordi
Industry Management Consulting
Experience
AC Lordi Consulting 2007 - Present
Protiviti 2005 - 2007
Jefferson Wells 2000 - 2005
Skills
Sarbanes-Oxley, Risk Management, Internal Audit, Sarbanes-Oxley Act, Budgets, Process Improvement, Internal Controls, Business Process..., SAS70, Auditing, Financial Reporting, Risk Assessment, COSO, IT Audit, Enterprise Risk...
Education
Bloomsburg University of Pennsylvania 1975 — 1979
Accounting and Computer Science
AC Lordi Consulting 2007 - Present
Protiviti 2005 - 2007
Jefferson Wells 2000 - 2005
Skills
Sarbanes-Oxley, Risk Management, Internal Audit, Sarbanes-Oxley Act, Budgets, Process Improvement, Internal Controls, Business Process..., SAS70, Auditing, Financial Reporting, Risk Assessment, COSO, IT Audit, Enterprise Risk...
Education
Bloomsburg University of Pennsylvania 1975 — 1979
Accounting and Computer Science
Lee Morrell Lee Morrell's Jefferson Wells Experience March 2004 - August 2004
Job Antifraud, internal audit, business ethics & conduct expert
Industry Management Consulting
Experience
CLM Consulting LLC May 2008 - Present
CHAN Healthcare Auditors April 2006 - April 2008
Sun Microsystems/StorageTek October 2004 - March 2006
Jefferson Wells March 2004 - August 2004
University of Colorado at Boulder July 2002 - December 2002
Coors Brewing Company June 1995 - June 2002
City of San Jose, Office of the City Auditor May 1989 - March 1995
Comerica Bank March 1983 - May 1989
Skills
Internal Audit, Risk Assessment, Fraud, Enterprise Risk..., Certified Fraud Examiner, Higher Education, Quality Auditing, Sarbanes-Oxley, Internal Controls, Business Ethics, Manufacturing, Banking, Local Government, Corporate Governance, Sarbanes-Oxley Act, Program Management, IT Audit, Certified Internal..., Fraud Investigations, Fraud Prevention, Association Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2000
Executive Development Program, Managing Ethics in Organizations
University of Northern Colorado 1971 — 1975
BS, Business Finance
CLM Consulting LLC May 2008 - Present
CHAN Healthcare Auditors April 2006 - April 2008
Sun Microsystems/StorageTek October 2004 - March 2006
Jefferson Wells March 2004 - August 2004
University of Colorado at Boulder July 2002 - December 2002
Coors Brewing Company June 1995 - June 2002
City of San Jose, Office of the City Auditor May 1989 - March 1995
Comerica Bank March 1983 - May 1989
Skills
Internal Audit, Risk Assessment, Fraud, Enterprise Risk..., Certified Fraud Examiner, Higher Education, Quality Auditing, Sarbanes-Oxley, Internal Controls, Business Ethics, Manufacturing, Banking, Local Government, Corporate Governance, Sarbanes-Oxley Act, Program Management, IT Audit, Certified Internal..., Fraud Investigations, Fraud Prevention, Association Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2000
Executive Development Program, Managing Ethics in Organizations
University of Northern Colorado 1971 — 1975
BS, Business Finance
Neil McFarland Neil McFarland's Jefferson Wells Experience 2000 - 2005
Job Manager Internal Audit
Industry Renewables & Environment
Experience
Independent Consultant 2012 - 2015
TransAtlantic Petroleum Ltd. 2011 - 2012
Furmanite Worldwide 2007 - 2011
Lone Star Technologies 2006 - 2007
Safety-Kleen 2005 - 2006
Jefferson Wells 2000 - 2005
American Airlines 1997 - 2000
FoxMeyer Drug Co 1992 - 1997
Skills
SOX, Internal Audit, Auditing, Risk Assessment, Process Improvement, Internal Controls, Oil, Audit, Manufacturing, Enterprise Risk..., Business Process..., Compliance Audits, Compliance, Risk Management, COSO, Process Engineering, Change Management, Fraud Investigations, Team Building, Audit Committee, Ethics, Hotline monitoring, CIA, CFE, SOX 404, Sarbanes-Oxley Act, Quality Auditing, Training, Policies & Procedures, Documentation, Supervision, Project Management, Policy, FCPA, SAP, SEC filings, Sarbanes-Oxley, External Audit, Financial Audits, Management, US GAAP, Budgets, IT Audit, Managerial Finance, Financial Reporting, GAAP, Consolidation, Cost Accounting, General Ledger, CPA
Education
Sam Houston State University 1979 — 1983
BBA, Business Mgmt
Amberton University
Accounting
Independent Consultant 2012 - 2015
TransAtlantic Petroleum Ltd. 2011 - 2012
Furmanite Worldwide 2007 - 2011
Lone Star Technologies 2006 - 2007
Safety-Kleen 2005 - 2006
Jefferson Wells 2000 - 2005
American Airlines 1997 - 2000
FoxMeyer Drug Co 1992 - 1997
Skills
SOX, Internal Audit, Auditing, Risk Assessment, Process Improvement, Internal Controls, Oil, Audit, Manufacturing, Enterprise Risk..., Business Process..., Compliance Audits, Compliance, Risk Management, COSO, Process Engineering, Change Management, Fraud Investigations, Team Building, Audit Committee, Ethics, Hotline monitoring, CIA, CFE, SOX 404, Sarbanes-Oxley Act, Quality Auditing, Training, Policies & Procedures, Documentation, Supervision, Project Management, Policy, FCPA, SAP, SEC filings, Sarbanes-Oxley, External Audit, Financial Audits, Management, US GAAP, Budgets, IT Audit, Managerial Finance, Financial Reporting, GAAP, Consolidation, Cost Accounting, General Ledger, CPA
Education
Sam Houston State University 1979 — 1983
BBA, Business Mgmt
Amberton University
Accounting
Margaret Corie Darby's Jefferson Wells Experience June 2010 - August 2010
Job Board Member, Financial Services Risk Management Professional
Industry Financial Services
Experience
Jefferson Wells June 2010 - August 2010
Bank of America April 2003 - December 2004
Skills
Credit, Risk Management, Portfolio Management, Loans, Commercial Lending, Capital Markets
Education
Boston College 1978 — 1982
BA, English
Jefferson Wells June 2010 - August 2010
Bank of America April 2003 - December 2004
Skills
Credit, Risk Management, Portfolio Management, Loans, Commercial Lending, Capital Markets
Education
Boston College 1978 — 1982
BA, English
Patti Cason Patti Cason's Jefferson Wells Experience December 2000 - March 2004
Job Assoc. Broker @ Kellere Williams, Lake Keowee Office
Industry Real Estate
Experience
Keller Williams Seneca, SC December 2013 - Present
We Sell Lake Keowee February 2004 - Present
1st Choice Realty @ Keowee Key February 2004 - November 2013
Jefferson Wells December 2000 - March 2004
Skills
Real Estate, Sellers, Investment Properties, Selling, Listings, Referrals, Real Property, Luxury, Property, Buyers, Negotiation, Sales, Leases, Waterfront, Foreclosures, Market Analysis, Purchasing, Residential Homes, Property Management, Real Estate Transactions
Education
Georgia State University 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Broward College 1970 — 1972
Associate's degree, Business
Keller Williams Seneca, SC December 2013 - Present
We Sell Lake Keowee February 2004 - Present
1st Choice Realty @ Keowee Key February 2004 - November 2013
Jefferson Wells December 2000 - March 2004
Skills
Real Estate, Sellers, Investment Properties, Selling, Listings, Referrals, Real Property, Luxury, Property, Buyers, Negotiation, Sales, Leases, Waterfront, Foreclosures, Market Analysis, Purchasing, Residential Homes, Property Management, Real Estate Transactions
Education
Georgia State University 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Broward College 1970 — 1972
Associate's degree, Business
Roseanne Circelli, MBA Roseanne Circelli, MBA's Jefferson Wells Experience September 2006 - May 2011
Job Project Manager; Corporate Commtments at PSEG
Industry Accounting
Experience
PSEG October 2014 - Present
PSEG January 2014 - September 2014
NRG Energy February 2013 - December 2013
Experis Finance (formerly Jefferson Wells International) March 2012 - November 2012
Robert Half International July 2011 - January 2012
Jefferson Wells September 2006 - May 2011
Protiviti - February 2004 - August 2006
CCI February 1999 - January 2004
Changeworks Incorporated January 1994 - January 1998
Varityper Incorporated January 1989 - January 1994
Skills
Internal Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Business Process..., Internal Controls, IT Audit, Financial Analysis, Business Process, Auditing, Financial Reporting
Education
Hofstra University
MBA, Finance
Adelphi University
B.A., Emphasis in Science
PSEG October 2014 - Present
PSEG January 2014 - September 2014
NRG Energy February 2013 - December 2013
Experis Finance (formerly Jefferson Wells International) March 2012 - November 2012
Robert Half International July 2011 - January 2012
Jefferson Wells September 2006 - May 2011
Protiviti - February 2004 - August 2006
CCI February 1999 - January 2004
Changeworks Incorporated January 1994 - January 1998
Varityper Incorporated January 1989 - January 1994
Skills
Internal Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Business Process..., Internal Controls, IT Audit, Financial Analysis, Business Process, Auditing, Financial Reporting
Education
Hofstra University
MBA, Finance
Adelphi University
B.A., Emphasis in Science
Gail P Ricketts, MBA CISA CRISC Gail P Ricketts, MBA CISA CRISC's Jefferson Wells Experience June 2009 - June 2012
Job Senior Analyst, IT Compliance & Risk at ON Semiconductor
Industry Information Technology and Services
Experience
ON Semiconductor March 2013 - Present
ISACA Phoenix Chapter May 2011 - May 2013
Sunera LLC July 2012 - March 2013
Jefferson Wells June 2009 - June 2012
Ernst & Young LLP March 2005 - November 2008
Ford Motor Credit Company 2002 - 2005
Skills
CISA, IT Audit, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., COSO, Sarbanes-Oxley, Risk Management, GLBA, SAS70, Internal Controls, PCI DSS
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Executive MBA, Business Administration
University of Phoenix 1998 — 2002
Bachelors, Information Systems
ON Semiconductor March 2013 - Present
ISACA Phoenix Chapter May 2011 - May 2013
Sunera LLC July 2012 - March 2013
Jefferson Wells June 2009 - June 2012
Ernst & Young LLP March 2005 - November 2008
Ford Motor Credit Company 2002 - 2005
Skills
CISA, IT Audit, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., COSO, Sarbanes-Oxley, Risk Management, GLBA, SAS70, Internal Controls, PCI DSS
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Executive MBA, Business Administration
University of Phoenix 1998 — 2002
Bachelors, Information Systems
Nadine Guirl's Jefferson Wells Experience 2003 - 2006
Job Retired HR Executive; Community Volunteer; Golfer
Industry Wine and Spirits
Experience
Nadine Guirl & Associates, LLC October 2011 - December 2014
ProHealth Care 2006 - 2011
Jefferson Wells 2003 - 2006
Maysteel 2000 - 2003
Rockwell Automation 1982 - 2000
Jos. Schlitz Brewing Company, Container Division 1970 - 1981
Skills
Talent Management, Deferred Compensation, Succession Planning, Change Management, Performance Management, Personnel Management, Employee Relations, Recruiting, Human Resources, HRIS, Leadership, Vendor Management, Communication Skills, Workforce Planning, Talent Acquisition, Human Resource Planning, Employment Contracts, Strategic Planning, Human Capital, Performance Metrics, Employee Management, Employee Engagement, Analytical Skills, Evaluation, Policy, Onboarding, Organizational..., Strategy, Employee Benefits, Leadership Development, Applicant Tracking..., Benefits Administration, Employment Law, New Hire Orientations, Organizational..., Compensation & Benefit, Employee Training, Organizational Design, Screening, HR Transformation, Sourcing, HR Policies, Labor Relations, Interviews, Technical Recruiting, Executive Search, Internet Recruiting, HR Consulting, Temporary Placement, Strategic HR
Education
Alverno College 1978 — 1982
BA
Nadine Guirl & Associates, LLC October 2011 - December 2014
ProHealth Care 2006 - 2011
Jefferson Wells 2003 - 2006
Maysteel 2000 - 2003
Rockwell Automation 1982 - 2000
Jos. Schlitz Brewing Company, Container Division 1970 - 1981
Skills
Talent Management, Deferred Compensation, Succession Planning, Change Management, Performance Management, Personnel Management, Employee Relations, Recruiting, Human Resources, HRIS, Leadership, Vendor Management, Communication Skills, Workforce Planning, Talent Acquisition, Human Resource Planning, Employment Contracts, Strategic Planning, Human Capital, Performance Metrics, Employee Management, Employee Engagement, Analytical Skills, Evaluation, Policy, Onboarding, Organizational..., Strategy, Employee Benefits, Leadership Development, Applicant Tracking..., Benefits Administration, Employment Law, New Hire Orientations, Organizational..., Compensation & Benefit, Employee Training, Organizational Design, Screening, HR Transformation, Sourcing, HR Policies, Labor Relations, Interviews, Technical Recruiting, Executive Search, Internet Recruiting, HR Consulting, Temporary Placement, Strategic HR
Education
Alverno College 1978 — 1982
BA
Susanne Glogoza's Jefferson Wells Experience 2008 - 2011
Job Chief Executive Officer at Bloodhound Consulting
Industry Management Consulting
Experience
Bloodhound Consulting January 2011 - Present
Jefferson Wells 2008 - 2011
LA Weightloss Ontario LTD 2006 - 2008
LA Weightloss Franchise Co 2005 - 2006
Avail Corporation 2000 - 2006
Teletron, Inc. 1997 - 2000
Skills
Strategy, Contract Negotiation, Training, Consulting, Executive Management, Leadership, Business Process..., Budgets, Operations Management, Professional Services, Risk Management, Process Improvement, Financial Analysis, Continuous Improvement, Time Management, Sales, Financial Services, Management Consulting, Vendor Management, Telecommunications, Strategic Planning, Account Management, Program Management, Internal Audit, Start-ups, Business Strategy, Employee Benefits, Management, Change Management, Team Building, Auditing, Mergers & Acquisitions, Forecasting, Salesforce.com, Team Leadership, Managerial Finance, Business Planning, Mergers, Business Development, CRM, Enterprise Risk..., Mentoring, Acquisition Integration, Project Management, New Business Development, Business Analysis
Education
Ball State University
University of Indianapolis
Bloodhound Consulting January 2011 - Present
Jefferson Wells 2008 - 2011
LA Weightloss Ontario LTD 2006 - 2008
LA Weightloss Franchise Co 2005 - 2006
Avail Corporation 2000 - 2006
Teletron, Inc. 1997 - 2000
Skills
Strategy, Contract Negotiation, Training, Consulting, Executive Management, Leadership, Business Process..., Budgets, Operations Management, Professional Services, Risk Management, Process Improvement, Financial Analysis, Continuous Improvement, Time Management, Sales, Financial Services, Management Consulting, Vendor Management, Telecommunications, Strategic Planning, Account Management, Program Management, Internal Audit, Start-ups, Business Strategy, Employee Benefits, Management, Change Management, Team Building, Auditing, Mergers & Acquisitions, Forecasting, Salesforce.com, Team Leadership, Managerial Finance, Business Planning, Mergers, Business Development, CRM, Enterprise Risk..., Mentoring, Acquisition Integration, Project Management, New Business Development, Business Analysis
Education
Ball State University
University of Indianapolis
Loretta Dorman Loretta Dorman's Jefferson Wells Experience August 2001 - April 2002
Job Enrolled Agent, Independent Tax, Accounting and Financial Analysis Professional
Industry Accounting
Experience
Wealth Baristas, LLC 1996 - Present
W3, LLC August 2004 - August 2006
Sacred Heart of Jesus Catholic Church, Boulder July 2002 - June 2004
CreekPath Systems April 2003 - July 2003
Jefferson Wells August 2001 - April 2002
ThinkFast Consulting October 2000 - April 2001
Coors Brewing Company June 1998 - September 2000
Coors Brewing Company August 1997 - June 1998
Coors Brewing Company July 1995 - July 1996
Symbol Technologies Inc. May 1993 - May 1995
Skills
Financial Analysis, Management Consulting, Strategic Planning, Mergers, Business Planning, Small Business, Process Improvement, Sarbanes-Oxley Act, Accounting, Start-ups, Cost Accounting, Entrepreneurship, Business Strategy, Financial Reporting, Tax, Budgets, Strategic Financial..., Accounts Receivable, Cash Management, Business Analysis
Education
Adelphi University 1992 — 1994
MBA, Marketing
LIU Post 1989 — 1991
Bachelor of Science, Management and Accounting
Suffolk County Community College 1988 — 1989
Associate Applied Science, Business Administration
Wealth Baristas, LLC 1996 - Present
W3, LLC August 2004 - August 2006
Sacred Heart of Jesus Catholic Church, Boulder July 2002 - June 2004
CreekPath Systems April 2003 - July 2003
Jefferson Wells August 2001 - April 2002
ThinkFast Consulting October 2000 - April 2001
Coors Brewing Company June 1998 - September 2000
Coors Brewing Company August 1997 - June 1998
Coors Brewing Company July 1995 - July 1996
Symbol Technologies Inc. May 1993 - May 1995
Skills
Financial Analysis, Management Consulting, Strategic Planning, Mergers, Business Planning, Small Business, Process Improvement, Sarbanes-Oxley Act, Accounting, Start-ups, Cost Accounting, Entrepreneurship, Business Strategy, Financial Reporting, Tax, Budgets, Strategic Financial..., Accounts Receivable, Cash Management, Business Analysis
Education
Adelphi University 1992 — 1994
MBA, Marketing
LIU Post 1989 — 1991
Bachelor of Science, Management and Accounting
Suffolk County Community College 1988 — 1989
Associate Applied Science, Business Administration
Mark H. Schrader, CPA Mark H. Schrader, CPA's Jefferson Wells Experience March 2003 - October 2004
Job Controller at Tidalwave Finance Corporation
Industry Accounting
Experience
Mark H. Schrader, CPA May 1996 - Present
Tidalwave Finance Corporation September 2013 - March 2015
National Creditors Connection Inc. September 2011 - May 2013
Moroni Electric Co. July 2010 - August 2011
Interior Electric, Inc. January 2008 - September 2008
PRMS, Inc. November 2004 - September 2007
Jefferson Wells March 2003 - October 2004
Skills
GAAP, Financial Reporting, SOX, Accounting, Auditing, Treasury Management, Accounting Software..., Financial Management, Managerial Finance, Sarbanes-Oxley Act, Accounting Applications, Variance Analysis, Strategic Financial..., CPA, Finance, Tax, Financial Statements, Budgets, Sarbanes-Oxley, Corporate Finance, Financial Planning, Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1978
B.S. in Business Administration, Accounting Major
Mark H. Schrader, CPA May 1996 - Present
Tidalwave Finance Corporation September 2013 - March 2015
National Creditors Connection Inc. September 2011 - May 2013
Moroni Electric Co. July 2010 - August 2011
Interior Electric, Inc. January 2008 - September 2008
PRMS, Inc. November 2004 - September 2007
Jefferson Wells March 2003 - October 2004
Skills
GAAP, Financial Reporting, SOX, Accounting, Auditing, Treasury Management, Accounting Software..., Financial Management, Managerial Finance, Sarbanes-Oxley Act, Accounting Applications, Variance Analysis, Strategic Financial..., CPA, Finance, Tax, Financial Statements, Budgets, Sarbanes-Oxley, Corporate Finance, Financial Planning, Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1978
B.S. in Business Administration, Accounting Major
Vince Cummings Vince Cummings's Jefferson Wells Experience 2004 - 2005
Job Principal, Forensic Accounting
Industry Accounting
Experience
Cummings & Company P.C. 2005 - Present
Jefferson Wells 2004 - 2005
Grant Thornton LLP 1998 - 2004
Skills
Former FBI Agent, Master Analyst in..., Certified Fraud Examiner, Certified Valuation..., Certified Public..., Certified Internal..., Licensed Private...
Education
University of Central Missouri 1986 — 1987
Bachelor's degree, Business Administration
Baker University 1985 — 1985
Accounting
Cummings & Company P.C. 2005 - Present
Jefferson Wells 2004 - 2005
Grant Thornton LLP 1998 - 2004
Skills
Former FBI Agent, Master Analyst in..., Certified Fraud Examiner, Certified Valuation..., Certified Public..., Certified Internal..., Licensed Private...
Education
University of Central Missouri 1986 — 1987
Bachelor's degree, Business Administration
Baker University 1985 — 1985
Accounting
Cynthia Izzo Cynthia Izzo's Jefferson Wells Experience 2002 - 2004
Job Principal, KPMG
Industry Information Technology and Services
Experience
KPMG Advisory February 2004 - Present
KPMG LLP 2004 - Present
Jefferson Wells 2002 - 2004
LeapSource inc. 1999 - 2001
leapsource, inc 1999 - 2001
Arthur Andersen 1995 - 1999
arthur andersen 1995 - 1999
Skills
Project Management, Management Consulting, Business Process..., Sarbanes-Oxley Act, Risk Management, Strategy, IT Audit, Internal Audit, Management, Business Strategy, Business Process, Process Improvement, Outsourcing, Leadership, Program Management, Managerial Finance, Auditing, Financial Services, IT Strategy, Internal Controls, Finance, Business Development, Start-ups, Security, Governance, Financial Modeling, Financial Analysis
Education
Arizona State University
KPMG Advisory February 2004 - Present
KPMG LLP 2004 - Present
Jefferson Wells 2002 - 2004
LeapSource inc. 1999 - 2001
leapsource, inc 1999 - 2001
Arthur Andersen 1995 - 1999
arthur andersen 1995 - 1999
Skills
Project Management, Management Consulting, Business Process..., Sarbanes-Oxley Act, Risk Management, Strategy, IT Audit, Internal Audit, Management, Business Strategy, Business Process, Process Improvement, Outsourcing, Leadership, Program Management, Managerial Finance, Auditing, Financial Services, IT Strategy, Internal Controls, Finance, Business Development, Start-ups, Security, Governance, Financial Modeling, Financial Analysis
Education
Arizona State University
Joe Oprosko Joe Oprosko's Jefferson Wells Experience August 2006 - February 2009
Job President and COO/CFO at Veridocs, Inc. ”Our mission is to mitigate your risk so you can transact with confidence.” .
Industry Information Technology and Services
Experience
Veridocs Inc. February 2010 - Present
Chaska Chanhassen Football Association June 2007 - Present
Credit Coach, Inc. September 2009 - June 2012
Oprosko & Associates February 2009 - September 2010
Jefferson Wells August 2006 - February 2009
Mervin WInston, Ltd 2004 - 2006
McGladrey & Pullen 2000 - 2004
RSM McGladrey (formerly Edward Isaacs & Co.) 1986 - 2004
Edward Isaacs & Co August 1986 - October 2000
UPS April 1993 - November 1996
Skills
Gambling, Financial Reporting, Internal Controls, Auditing, Start-ups, Process Improvement, Accounting, Business Process, Management, Finance, Business Planning, Tax, Account Reconciliation, Sarbanes-Oxley Act, Mergers & Acquisitions, Managerial Finance
Education
Adelphi University 1984 — 1986
BBA, Accounting
Plainview JFK 1978 — 1982
Veridocs Inc. February 2010 - Present
Chaska Chanhassen Football Association June 2007 - Present
Credit Coach, Inc. September 2009 - June 2012
Oprosko & Associates February 2009 - September 2010
Jefferson Wells August 2006 - February 2009
Mervin WInston, Ltd 2004 - 2006
McGladrey & Pullen 2000 - 2004
RSM McGladrey (formerly Edward Isaacs & Co.) 1986 - 2004
Edward Isaacs & Co August 1986 - October 2000
UPS April 1993 - November 1996
Skills
Gambling, Financial Reporting, Internal Controls, Auditing, Start-ups, Process Improvement, Accounting, Business Process, Management, Finance, Business Planning, Tax, Account Reconciliation, Sarbanes-Oxley Act, Mergers & Acquisitions, Managerial Finance
Education
Adelphi University 1984 — 1986
BBA, Accounting
Plainview JFK 1978 — 1982
Troy Rasmussen, PMP Troy Rasmussen, PMP's Jefferson Wells Experience October 2001 - March 2003
Job Program Leader at NGA Human Resources
Industry Outsourcing/Offshoring
Experience
NGA Human Resources June 2014 - Present
IBM April 2011 - April 2014
IBM August 2007 - April 2011
IBM July 2006 - August 2007
Affiliated Computer Services, Inc April 2003 - July 2006
Jefferson Wells October 2001 - March 2003
Datastream Systems, Inc July 1999 - October 2001
Sprint Paranet 1997 - 1999
Western River Expeditions 1991 - 1994
Skills
PMO, PMP, Business Process..., Program Management, Outsourcing, Change Management, Project Management, Process Improvement, Business Analysis, Management Consulting, Vendor Management, Service Delivery, ERP, ITIL, Offshoring, Business Process, Business Development, Leadership, Integration, CRM, Project Delivery, Business Intelligence
Education
Brigham Young University
Bachelor of Science (BS), Statistics
University of Utah
MBA, Business Administration and Management, General
NGA Human Resources June 2014 - Present
IBM April 2011 - April 2014
IBM August 2007 - April 2011
IBM July 2006 - August 2007
Affiliated Computer Services, Inc April 2003 - July 2006
Jefferson Wells October 2001 - March 2003
Datastream Systems, Inc July 1999 - October 2001
Sprint Paranet 1997 - 1999
Western River Expeditions 1991 - 1994
Skills
PMO, PMP, Business Process..., Program Management, Outsourcing, Change Management, Project Management, Process Improvement, Business Analysis, Management Consulting, Vendor Management, Service Delivery, ERP, ITIL, Offshoring, Business Process, Business Development, Leadership, Integration, CRM, Project Delivery, Business Intelligence
Education
Brigham Young University
Bachelor of Science (BS), Statistics
University of Utah
MBA, Business Administration and Management, General
Doreen Chambers Doreen Chambers's Jefferson Wells Experience July 2005 - November 2006
Job VP SOX at CIT
Industry Accounting
Experience
CIT May 2011 - Present
American General November 2006 - October 2010
Jefferson Wells July 2005 - November 2006
Pine Environmental Services June 2002 - July 2004
LaJobi Industries, Inc May 1999 - April 2002
Solution Strategists, Inc May 1996 - May 1999
Strategic Network Designs, Inc March 1991 - May 1996
Skills
Accounting, Internal Controls, Accounts Payable, General Ledger, Sarbanes-Oxley, Internal Audit, Budgets, Auditing, Analysis, Process Improvement, Financial Reporting, Accounts Receivable, Finance, Business Process, Management, Project Planning, Financial Analysis, Business Analysis, Risk Management, Managerial Finance, Leadership, Business Process...
Education
Thomas Edison State College
Buss Mgmt/Accounting
Brookdale Community College
A.A.S, Business Management
Berkeley College 1985 — 1986
Certificate, Executive Secretarial Science
Middletown High School South
CIT May 2011 - Present
American General November 2006 - October 2010
Jefferson Wells July 2005 - November 2006
Pine Environmental Services June 2002 - July 2004
LaJobi Industries, Inc May 1999 - April 2002
Solution Strategists, Inc May 1996 - May 1999
Strategic Network Designs, Inc March 1991 - May 1996
Skills
Accounting, Internal Controls, Accounts Payable, General Ledger, Sarbanes-Oxley, Internal Audit, Budgets, Auditing, Analysis, Process Improvement, Financial Reporting, Accounts Receivable, Finance, Business Process, Management, Project Planning, Financial Analysis, Business Analysis, Risk Management, Managerial Finance, Leadership, Business Process...
Education
Thomas Edison State College
Buss Mgmt/Accounting
Brookdale Community College
A.A.S, Business Management
Berkeley College 1985 — 1986
Certificate, Executive Secretarial Science
Middletown High School South
Craig Derryberry, CPA Craig Derryberry, CPA's Jefferson Wells Experience December 2004 - August 2006
Job Vice President, NA Controllers Group, Citibank, NA
Industry Banking
Experience
Citigroup August 2006 - Present
Jefferson Wells December 2004 - August 2006
MBNA April 2002 - December 2004
Avaya 2001 - 2002
Excel Communications 1999 - 2001
Wellington Management 1997 - 1999
Skills
Financial Analysis, Strategy, Management, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Modeling, Mergers & Acquisitions, Analysis, Banking, Portfolio Management, Corporate Finance, Risk Management, Valuation
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2008
MS, Accounting and Information Management
Babson College 1992 — 1996
Citigroup August 2006 - Present
Jefferson Wells December 2004 - August 2006
MBNA April 2002 - December 2004
Avaya 2001 - 2002
Excel Communications 1999 - 2001
Wellington Management 1997 - 1999
Skills
Financial Analysis, Strategy, Management, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Modeling, Mergers & Acquisitions, Analysis, Banking, Portfolio Management, Corporate Finance, Risk Management, Valuation
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2008
MS, Accounting and Information Management
Babson College 1992 — 1996
David Huizenga David Huizenga's Jefferson Wells Experience 2009 - April 2011
Job Deputy Director Corporate and State & Local Tax at Hearst
Industry Broadcast Media
Experience
The Hearst Corporation 2011 - Present
Jefferson Wells 2009 - April 2011
Deloitte 2001 - 2009
KPMG 1999 - 2001
BDO Seidman, LLP 1987 - 1999
Fleet Packaging 1994 - 1997
Education
Aquinas College
Bachelors, Accounting and Business Administration
Grand Valley State University
Masters, Taxation
The Hearst Corporation 2011 - Present
Jefferson Wells 2009 - April 2011
Deloitte 2001 - 2009
KPMG 1999 - 2001
BDO Seidman, LLP 1987 - 1999
Fleet Packaging 1994 - 1997
Education
Aquinas College
Bachelors, Accounting and Business Administration
Grand Valley State University
Masters, Taxation
Celia Mercer's Jefferson Wells Experience July 2006 - May 2007
Job Account Executive at Group Dynamic, Inc.
Industry Insurance
Experience
Group Dynamic, Inc. August 2007 - Present
Jefferson Wells July 2006 - May 2007
South End Realty Group April 2002 - July 2006
ADS Financial Services Solutions June 2000 - April 2001
Pioneer Standard Electronics December 1996 - June 2000
(IBM) International Business Machines March 1989 - December 1996
Skills
New Business Development, Customer Relations, Strategic Planning, Contract Negotiation, Account Management, Consultative Selling, Sales Management, Customer Service, Direct Sales, Employee Benefits, Business Development, Insurance, Selling, Sales Operations, CRM, Recruiting, Leadership, Sales, Salesforce.com, Cold Calling, Team Building
Education
Boston College
Bachelor of Arts and Sciences, Economics
Group Dynamic, Inc. August 2007 - Present
Jefferson Wells July 2006 - May 2007
South End Realty Group April 2002 - July 2006
ADS Financial Services Solutions June 2000 - April 2001
Pioneer Standard Electronics December 1996 - June 2000
(IBM) International Business Machines March 1989 - December 1996
Skills
New Business Development, Customer Relations, Strategic Planning, Contract Negotiation, Account Management, Consultative Selling, Sales Management, Customer Service, Direct Sales, Employee Benefits, Business Development, Insurance, Selling, Sales Operations, CRM, Recruiting, Leadership, Sales, Salesforce.com, Cold Calling, Team Building
Education
Boston College
Bachelor of Arts and Sciences, Economics
Jann Foy Jann Foy's Jefferson Wells Experience January 1999 - January 2001
Job CPA
Industry Accounting
Experience
Perry Reed & Company, PC July 2013 - Present
Frank Taggart & Company PC April 2011 - June 2013
Jefferson Wells January 1999 - January 2001
Pier 1 Imports January 1998 - January 1999
Burlington Resources January 1995 - January 1998
Water Point Systems January 1993 - January 1995
Associated Milk Producers 1991 - 1993
Deloitte Touche Tohmatsu January 1989 - January 1991
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Statements, General Ledger, Internal Controls, Tax Preparation, Accounts Payable, Time Management, Internal Audit, Payroll
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
Perry Reed & Company, PC July 2013 - Present
Frank Taggart & Company PC April 2011 - June 2013
Jefferson Wells January 1999 - January 2001
Pier 1 Imports January 1998 - January 1999
Burlington Resources January 1995 - January 1998
Water Point Systems January 1993 - January 1995
Associated Milk Producers 1991 - 1993
Deloitte Touche Tohmatsu January 1989 - January 1991
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Statements, General Ledger, Internal Controls, Tax Preparation, Accounts Payable, Time Management, Internal Audit, Payroll
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
David Shiring, Controller, CFO's Jefferson Wells Experience May 2005 - September 2009
Job Retired investigating consulting, nonprofit, teaching
Industry Management Consulting
Experience
David Shiring, CPA March 2013 - Present
American Locker Group Inc June 2011 - March 2013
David Shiring, CPA, MBA January 2011 - July 2011
Peerless Manufacturing, Inc. ($120M; NASDAQ) October 2009 - December 2010
Jefferson Wells May 2005 - September 2009
ICS division of AmerisourceBergen September 2004 - April 2005
PrePaid Legal Services, Inc. May 2002 - August 2004
Weblink Wireless, Inc. December 2000 - January 2002
Amtech division ($90M) of Unova ($2B; NYSE) 1998 - 2000
US data processing division ($85M; Atos Origin) of Philips Electronics 1994 - 1998
Skills
Performance Improvement, Manufacturing, Sarbanes-Oxley Act, Target Costing, Forecasting, Process Improvement, Start-ups, Financial Reporting, Budgets, Accounting, Strategic Planning, Auditing, Management, Internal Controls, Operations Management, Change Management, Business Process..., ERP, Internal Audit, Executive Management, Finance, Variance Analysis, Cash Flow, Financial Analysis, Cost Accounting, Analysis, Acquisition Integration, Managerial Finance, Mergers & Acquisitions, Due Diligence, Cash Management, Human Resources, Team Building, General Ledger, Revenue Recognition, Financial Modeling, Mergers, Sarbanes-Oxley, Management Consulting
Education
Arizona State University - W. P. Carey School of Business
Master of Business Administration, Accounting
Penn State University
Bachelor of Science, Electrical Engineering
David Shiring, CPA March 2013 - Present
American Locker Group Inc June 2011 - March 2013
David Shiring, CPA, MBA January 2011 - July 2011
Peerless Manufacturing, Inc. ($120M; NASDAQ) October 2009 - December 2010
Jefferson Wells May 2005 - September 2009
ICS division of AmerisourceBergen September 2004 - April 2005
PrePaid Legal Services, Inc. May 2002 - August 2004
Weblink Wireless, Inc. December 2000 - January 2002
Amtech division ($90M) of Unova ($2B; NYSE) 1998 - 2000
US data processing division ($85M; Atos Origin) of Philips Electronics 1994 - 1998
Skills
Performance Improvement, Manufacturing, Sarbanes-Oxley Act, Target Costing, Forecasting, Process Improvement, Start-ups, Financial Reporting, Budgets, Accounting, Strategic Planning, Auditing, Management, Internal Controls, Operations Management, Change Management, Business Process..., ERP, Internal Audit, Executive Management, Finance, Variance Analysis, Cash Flow, Financial Analysis, Cost Accounting, Analysis, Acquisition Integration, Managerial Finance, Mergers & Acquisitions, Due Diligence, Cash Management, Human Resources, Team Building, General Ledger, Revenue Recognition, Financial Modeling, Mergers, Sarbanes-Oxley, Management Consulting
Education
Arizona State University - W. P. Carey School of Business
Master of Business Administration, Accounting
Penn State University
Bachelor of Science, Electrical Engineering
Omar Aboushady, CPA, CMA, CIA Omar Aboushady, CPA, CMA, CIA's Jefferson Wells Experience October 2009 - December 2009
Job Consultant and Training Instructor (Audit & Accounting)
Industry Accounting
Experience
Audit Group July 2007 - Present
United Nation High Commissioner of Refugee (UNHCR) February 2013 - May 2013
European Commission January 2010 - April 2013
Jefferson Wells October 2009 - December 2009
United Nations Development Programme January 2009 - May 2009
Jefferson Wells June 2008 - January 2009
BearingPoint June 2005 - May 2007
Cable & Wireless USA August 2001 - April 2003
Washington Gas 2003 - 2003
HLP Certified Public Accountants October 1998 - July 2001
Skills
Accounting, Auditing, Internal Audit, Audit, SOX, IFRS, Risk Assessment, Compliance, Financial Analysis, Process Improvement, Risk Management, Internal Controls, Analysis, Process Engineering, Budgeting, Financial Reporting, Business Process..., Excel, Corporate Governance, Governance, Sarbanes-Oxley Act, Budgets, PeopleSoft, US GAAP, Finance, Forecasting, Microsoft Excel, Management Consulting, Enterprise Risk..., Due Diligence, Sarbanes-Oxley, External Audit, Management, IT Audit, Accounts Receivable, Variance Analysis, Consolidation, GAAP, Financial Risk, Financial Audits, SEC filings, Strategic Financial..., Accounts Payable, ERP, Managerial Finance, Revenue Recognition, COSO, Financial Statements, Account Reconciliation, Financial Accounting
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2004
Master of Business Administration (MBA), Accounting
Ain Shams University 1985 — 1989
BSc, Accounting
Alsalam College 1972 — 1985
High School, High School
Audit Group July 2007 - Present
United Nation High Commissioner of Refugee (UNHCR) February 2013 - May 2013
European Commission January 2010 - April 2013
Jefferson Wells October 2009 - December 2009
United Nations Development Programme January 2009 - May 2009
Jefferson Wells June 2008 - January 2009
BearingPoint June 2005 - May 2007
Cable & Wireless USA August 2001 - April 2003
Washington Gas 2003 - 2003
HLP Certified Public Accountants October 1998 - July 2001
Skills
Accounting, Auditing, Internal Audit, Audit, SOX, IFRS, Risk Assessment, Compliance, Financial Analysis, Process Improvement, Risk Management, Internal Controls, Analysis, Process Engineering, Budgeting, Financial Reporting, Business Process..., Excel, Corporate Governance, Governance, Sarbanes-Oxley Act, Budgets, PeopleSoft, US GAAP, Finance, Forecasting, Microsoft Excel, Management Consulting, Enterprise Risk..., Due Diligence, Sarbanes-Oxley, External Audit, Management, IT Audit, Accounts Receivable, Variance Analysis, Consolidation, GAAP, Financial Risk, Financial Audits, SEC filings, Strategic Financial..., Accounts Payable, ERP, Managerial Finance, Revenue Recognition, COSO, Financial Statements, Account Reconciliation, Financial Accounting
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2004
Master of Business Administration (MBA), Accounting
Ain Shams University 1985 — 1989
BSc, Accounting
Alsalam College 1972 — 1985
High School, High School
Rudolf Kandioler Rudolf Kandioler's Jefferson Wells Experience October 2010 - March 2011
Job Unternehmens und Vermögensberater
Industry Banking
Experience
Swisslife Select 2012 - Present
Pfandbriefstelle der oesterreichischen Landes-Hypothekenbanken March 2011 - December 2011
Jefferson Wells October 2010 - March 2011
Dexia Kommunalkredit Bank AG June 2009 - June 2010
Coface Bank AG September 2006 - June 2009
Factor Bank Ag 1992 - 2006
Skills
Accounting, Banking, Financial Accounting, Financial Analysis, Risk Management, Management, IFRS, Finance, Asset Based Lending, Financial Risk, Corporate Finance, Credit Risk, Credit
Education
Fachhochschul-Studiengänge der Wirtschaft 2008 — 2012
BA, International Management, Bachelor
Swisslife Select 2012 - Present
Pfandbriefstelle der oesterreichischen Landes-Hypothekenbanken March 2011 - December 2011
Jefferson Wells October 2010 - March 2011
Dexia Kommunalkredit Bank AG June 2009 - June 2010
Coface Bank AG September 2006 - June 2009
Factor Bank Ag 1992 - 2006
Skills
Accounting, Banking, Financial Accounting, Financial Analysis, Risk Management, Management, IFRS, Finance, Asset Based Lending, Financial Risk, Corporate Finance, Credit Risk, Credit
Education
Fachhochschul-Studiengänge der Wirtschaft 2008 — 2012
BA, International Management, Bachelor
Senaca Williams Senaca Williams's Jefferson Wells Experience August 2010 - January 2011
Job Director of Treasury & Analysis at Brightwell Payments, Inc. (formerly Prepaid Solutions, Inc.)
Industry Financial Services
Experience
Brightwell Payments, Inc January 2011 - Present
Senaca Williams, Inc January 2010 - Present
Aptean 2014 - 2015
Aptean 2014 - 2015
Jefferson Wells August 2010 - January 2011
TSYS Prepaid, Inc. October 2005 - August 2010
CompuCredit September 1999 - October 2005
First North American National Bank February 1997 - September 1999
Skills
Budgeting, Credit, Financial Reporting, Audit, Cards, Budgets, Compliance, Auditing, Credit Cards, Cash Management, Accounting, Forecasting, Payments, Process Improvement, Debit Cards, Financial Risk, Financial Services, Finance, Financial Modeling, Account Reconciliation, Portfolio Management, Relationship Management, Business Analysis, Analysis, Investments, Accounts Payable, Management, Cash Flow, Leadership, Start-ups, Managerial Finance, Payroll, General Ledger, Accounts Receivable, Financial Analysis, Vendor Management, Variance Analysis, Mergers & Acquisitions, Risk Management, Electronic Payments, Cash Flow Forecasting, Mobile Payments, Call Centers, Payment Systems, Financial Audits, Treasury Management, Credit Risk, Payment Card Processing, Strategic Financial..., Strategy
Education
American InterContinental University 2002 — 2003
MBA, Finance
Brightwell Payments, Inc January 2011 - Present
Senaca Williams, Inc January 2010 - Present
Aptean 2014 - 2015
Aptean 2014 - 2015
Jefferson Wells August 2010 - January 2011
TSYS Prepaid, Inc. October 2005 - August 2010
CompuCredit September 1999 - October 2005
First North American National Bank February 1997 - September 1999
Skills
Budgeting, Credit, Financial Reporting, Audit, Cards, Budgets, Compliance, Auditing, Credit Cards, Cash Management, Accounting, Forecasting, Payments, Process Improvement, Debit Cards, Financial Risk, Financial Services, Finance, Financial Modeling, Account Reconciliation, Portfolio Management, Relationship Management, Business Analysis, Analysis, Investments, Accounts Payable, Management, Cash Flow, Leadership, Start-ups, Managerial Finance, Payroll, General Ledger, Accounts Receivable, Financial Analysis, Vendor Management, Variance Analysis, Mergers & Acquisitions, Risk Management, Electronic Payments, Cash Flow Forecasting, Mobile Payments, Call Centers, Payment Systems, Financial Audits, Treasury Management, Credit Risk, Payment Card Processing, Strategic Financial..., Strategy
Education
American InterContinental University 2002 — 2003
MBA, Finance
Rhea Anderson, MBA, CRCM Rhea Anderson, MBA, CRCM's Jefferson Wells Experience November 2007 - December 2008
Job Director Global Compliance & Ethics
Industry Banking
Experience
American Express September 2014 - Present
Enable Utah March 2014 - Present
Coldwell Banker Residential Brokerage November 2006 - Present
American Express April 2012 - September 2014
Crestview Medical Group LLC March 2009 - July 2012
Transportation Alliance Bank February 2009 - April 2012
Modern Reflection Salon LLC July 2007 - August 2010
International profit associates 2009 - 2009
Jefferson Wells November 2007 - December 2008
Target Bank September 2004 - July 2007
Skills
Compliance, Credit, Budgeting, Executive Management, Policy, Risk Management, Financial Analysis, Banking, Operations Management, Customer Relations, Customer Service, Process Improvement, Portfolio Management, Budgets, Due Diligence, Business Analysis, Business Planning, Leadership, Management, Strategy, Analysis
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA), Management & Strategy
American InterContinental University 2000 — 2004
Bachelor of Business Administration (BBA), Business
American Express September 2014 - Present
Enable Utah March 2014 - Present
Coldwell Banker Residential Brokerage November 2006 - Present
American Express April 2012 - September 2014
Crestview Medical Group LLC March 2009 - July 2012
Transportation Alliance Bank February 2009 - April 2012
Modern Reflection Salon LLC July 2007 - August 2010
International profit associates 2009 - 2009
Jefferson Wells November 2007 - December 2008
Target Bank September 2004 - July 2007
Skills
Compliance, Credit, Budgeting, Executive Management, Policy, Risk Management, Financial Analysis, Banking, Operations Management, Customer Relations, Customer Service, Process Improvement, Portfolio Management, Budgets, Due Diligence, Business Analysis, Business Planning, Leadership, Management, Strategy, Analysis
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA), Management & Strategy
American InterContinental University 2000 — 2004
Bachelor of Business Administration (BBA), Business
Penny Cooper, MBA, CRCM, FTR Penny Cooper, MBA, CRCM, FTR's Jefferson Wells Experience 1998 - 2000
Job Former FDIC Bank Examiner
Industry Banking
Experience
FDIC January 2010 - November 2011
Chase Home Finance January 2009 - December 2009
MAV Productions2008 January 2008 - December 2008
EverBank 2008 - 2008
PHH Mortgage January 2003 - October 2007
CNB National Bank 2000 - 2003
Jefferson Wells 1998 - 2000
Atlantic States Bank June 1997 - September 1998
First Security Bankshares, Inc January 1995 - January 1997
Merrill Lynch 1997 - 1997
Skills
Account Reconciliation, Analytical Writing, Auditing, Banking Operations, Certified Regulatory..., Change Management, children's hospital, Compliance Audits, Controller, CRCM, department restructuring, Diplomacy, Direct Sales, Editing, Executive Management, Federal Bank Examiner, Federal Government, Federal Regulations, Employee Relations, Federal Report of..., Financial Analysis, Financial Planning, Financial Regulation, Financial Reporting, Financial Sales, Forecasting, Government Liaison, Hospice, Management Consulting, Master Scheduling, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Office Management, Problem Solving, Policy & Procedure..., Project Coordination, Real Estate, Recruiting Manager, Regulatory Analysis, Regulatory Reporting, Regulatory Requirements, Report Writing, Risk Management, Strategic Planning, Team Building, Training & Development, Working With Children
Education
Bellevue University 2003 — 2005
MBA, International Business
Florida Atlantic University 1988 — 1989
Started MBA, Business
Florida International University 1985 — 1988
B.A., Finance
Coral Gables High School 1979 — 1982
High School Diploma, General
Florida State University
FDIC January 2010 - November 2011
Chase Home Finance January 2009 - December 2009
MAV Productions2008 January 2008 - December 2008
EverBank 2008 - 2008
PHH Mortgage January 2003 - October 2007
CNB National Bank 2000 - 2003
Jefferson Wells 1998 - 2000
Atlantic States Bank June 1997 - September 1998
First Security Bankshares, Inc January 1995 - January 1997
Merrill Lynch 1997 - 1997
Skills
Account Reconciliation, Analytical Writing, Auditing, Banking Operations, Certified Regulatory..., Change Management, children's hospital, Compliance Audits, Controller, CRCM, department restructuring, Diplomacy, Direct Sales, Editing, Executive Management, Federal Bank Examiner, Federal Government, Federal Regulations, Employee Relations, Federal Report of..., Financial Analysis, Financial Planning, Financial Regulation, Financial Reporting, Financial Sales, Forecasting, Government Liaison, Hospice, Management Consulting, Master Scheduling, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Office Management, Problem Solving, Policy & Procedure..., Project Coordination, Real Estate, Recruiting Manager, Regulatory Analysis, Regulatory Reporting, Regulatory Requirements, Report Writing, Risk Management, Strategic Planning, Team Building, Training & Development, Working With Children
Education
Bellevue University 2003 — 2005
MBA, International Business
Florida Atlantic University 1988 — 1989
Started MBA, Business
Florida International University 1985 — 1988
B.A., Finance
Coral Gables High School 1979 — 1982
High School Diploma, General
Florida State University
Joseph Herr Joseph Herr's Jefferson Wells Experience July 2001 - January 2011
Job VP Supply Chain and Logistics at Superior Essex
Industry Logistics and Supply Chain
Experience
Superior Essex January 2014 - Present
Harsco Corporation January 2011 - January 2014
Jefferson Wells July 2001 - January 2011
Cap Gemini Ernst & Young July 1993 - October 2000
Digital Equipment Corporation 1986 - 1993
Verasol Corporation 1986 - 1986
Whittaker Corporation 1980 - 1986
Whittaker Corporation 1980 - 1986
Skills
Process Improvement, Six Sigma, Change Management, Strategy, Business Process..., Risk Management, Program Management, Due Diligence, Management Consulting, Strategic Planning, Supply Chain Management, Internal Controls, Sarbanes-Oxley Act, ERP, Materials Management, Governance, Operations Management, Manufacturing, Leadership, Business Transformation, Management, Training, Supply Chain, Mergers & Acquisitions, Project Management, Continuous Improvement, Compliance, Procurement, Enterprise Risk..., Internal Audit, Organizational..., Business Strategy, Operational Excellence, Integration, SAP, Business Analysis, Outsourcing, Lean Manufacturing, Team Building, Strategic Sourcing, Cross-functional Team..., Financial Reporting, Contract Management, Finance, Inventory Management, Business Planning, Forecasting, Theory of Constraints, S&OP implementation, Business Process
Education
Andersonville Seminary 2014 — 2016
Juris Doctor (J.D.), Theology
VanderCoaching 2015 — 2015
Church Leadership
APICS 2014 — 2014
Certificate, S&OP
Olliver Wight 2014 — 2014
Certificate, S&OP
Supply Chain Council 2013 — 2013
Harsco 2012 — 2012
Lean, Six Sigma
Community College of Beaver County 2010 — 2011
Lean Excellence, Six Sigma, PMP
International Association for Six Sigma Certification (IASSC) 2010 — 2010
Six Sigma, Lean Excellence, PMP
California Coast University 1984 — 1987
MBA, Business Administration and Management, General
California Coast University 1970 — 1987
Bachelor's Degree, Business Administration and Management, General
Superior Essex January 2014 - Present
Harsco Corporation January 2011 - January 2014
Jefferson Wells July 2001 - January 2011
Cap Gemini Ernst & Young July 1993 - October 2000
Digital Equipment Corporation 1986 - 1993
Verasol Corporation 1986 - 1986
Whittaker Corporation 1980 - 1986
Whittaker Corporation 1980 - 1986
Skills
Process Improvement, Six Sigma, Change Management, Strategy, Business Process..., Risk Management, Program Management, Due Diligence, Management Consulting, Strategic Planning, Supply Chain Management, Internal Controls, Sarbanes-Oxley Act, ERP, Materials Management, Governance, Operations Management, Manufacturing, Leadership, Business Transformation, Management, Training, Supply Chain, Mergers & Acquisitions, Project Management, Continuous Improvement, Compliance, Procurement, Enterprise Risk..., Internal Audit, Organizational..., Business Strategy, Operational Excellence, Integration, SAP, Business Analysis, Outsourcing, Lean Manufacturing, Team Building, Strategic Sourcing, Cross-functional Team..., Financial Reporting, Contract Management, Finance, Inventory Management, Business Planning, Forecasting, Theory of Constraints, S&OP implementation, Business Process
Education
Andersonville Seminary 2014 — 2016
Juris Doctor (J.D.), Theology
VanderCoaching 2015 — 2015
Church Leadership
APICS 2014 — 2014
Certificate, S&OP
Olliver Wight 2014 — 2014
Certificate, S&OP
Supply Chain Council 2013 — 2013
Harsco 2012 — 2012
Lean, Six Sigma
Community College of Beaver County 2010 — 2011
Lean Excellence, Six Sigma, PMP
International Association for Six Sigma Certification (IASSC) 2010 — 2010
Six Sigma, Lean Excellence, PMP
California Coast University 1984 — 1987
MBA, Business Administration and Management, General
California Coast University 1970 — 1987
Bachelor's Degree, Business Administration and Management, General
Mike Holt Mike Holt's Jefferson Wells Experience July 2006 - May 2010
Job Vice President of Tax at GoDaddy Radically shifting the global economy towards small business via remarkable software
Industry Internet
Experience
GoDaddy.com June 2013 - Present
BDO USA, LLP May 2010 - May 2013
Jefferson Wells July 2006 - May 2010
KPMG 1995 - 2003
Skills
SEC filings, Tax Accounting, Tax, International Tax, Corporate Tax, FIN 48, CPA, Financial Reporting, Accounting, Tax Research, Income Tax, Sarbanes-Oxley Act, Acquisitions, GAAP, Financial Analysis, US GAAP, Management, Mergers, Mergers & Acquisitions, Auditing, Process Improvement
Education
Brigham Young University 1979 — 1984
Master of Accountancy-Tax, Accounting
GoDaddy.com June 2013 - Present
BDO USA, LLP May 2010 - May 2013
Jefferson Wells July 2006 - May 2010
KPMG 1995 - 2003
Skills
SEC filings, Tax Accounting, Tax, International Tax, Corporate Tax, FIN 48, CPA, Financial Reporting, Accounting, Tax Research, Income Tax, Sarbanes-Oxley Act, Acquisitions, GAAP, Financial Analysis, US GAAP, Management, Mergers, Mergers & Acquisitions, Auditing, Process Improvement
Education
Brigham Young University 1979 — 1984
Master of Accountancy-Tax, Accounting
G. Dietch Dietrich G. Dietch Dietrich's Jefferson Wells Experience 2004 - 2005
Job Managing Consultant GTS Information Security Services at IBM
Industry Computer & Network Security
Experience
IBM December 2011 - Present
1st Step Risk Management, LLC August 2003 - Present
En Pointe Technologies July 2007 - May 2008
The Controller Group 2005 - 2006
Jefferson Wells 2004 - 2005
Great Brains for Hire August 2000 - August 2003
Dell Inc. 1996 - 2000
Systemware Professional Services May 1994 - February 1996
Computer Language Research 1991 - May 1993
Skills
COBIT, HIPAA, Risk Assessment, Disaster Recovery, SOX, Policy, NIST, Information Security..., CISA, CISSP, Business Continuity, IT Audit, Security, FISMA, Computer Security, Information Security..., Security Assessments, Risk Management, Security Awareness, Security Audits, Information Security, Sarbanes-Oxley Act, Security Architecture..., Information Technology, Network Security, SAS70, Information Assurance, Vulnerability Management, Vulnerability Assessment, Business Continuity..., CISM, ISO 27001, Incident Response, Application Security
Education
Baylor University
BS
IBM December 2011 - Present
1st Step Risk Management, LLC August 2003 - Present
En Pointe Technologies July 2007 - May 2008
The Controller Group 2005 - 2006
Jefferson Wells 2004 - 2005
Great Brains for Hire August 2000 - August 2003
Dell Inc. 1996 - 2000
Systemware Professional Services May 1994 - February 1996
Computer Language Research 1991 - May 1993
Skills
COBIT, HIPAA, Risk Assessment, Disaster Recovery, SOX, Policy, NIST, Information Security..., CISA, CISSP, Business Continuity, IT Audit, Security, FISMA, Computer Security, Information Security..., Security Assessments, Risk Management, Security Awareness, Security Audits, Information Security, Sarbanes-Oxley Act, Security Architecture..., Information Technology, Network Security, SAS70, Information Assurance, Vulnerability Management, Vulnerability Assessment, Business Continuity..., CISM, ISO 27001, Incident Response, Application Security
Education
Baylor University
BS
Gary Boardman - MBA,CISA,CRISC,CIA,CISSP,QSA Gary Boardman - MBA,CISA,CRISC,CIA,CISSP,QSA's Jefferson Wells Experience May 2004 - August 2009
Job Information Security Auditor at Kirkpatrick Price
Industry Computer & Network Security
Experience
Kirkpatrick Price August 2009 - Present
Jefferson Wells May 2004 - August 2009
Audit January 2007 - March 2009
True Temper Sports (consultant w/JW) June 2008 - August 2008
CoxHealth Care (Consultant w/JW) March 2008 - June 2008
True Temper Sports (consultant w/JW) June 2007 - March 2008
Vitro America (Consultant w/JW) January 2007 - September 2007
Morgan Keegan -Regions Bank (Consultant w/JW) July 2006 - January 2007
Regions Bank (Consultant w/JW) July 2006 - July 2006
Rebsman Insurance -Regions FinCorp (consultant w/JW) July 2006 - July 2006
Skills
Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Information Security, Process Improvement, COBIT, SAS70, COSO, Information Technology, IT Management, Business Process..., Financial Risk, Internal Controls, Visio, Auditing, Security, Governance, Security Audits, Sarbanes-Oxley, ISO 27001, Vulnerability Assessment, Business Process, Computer Security, Penetration Testing, Information Security..., Financial Audits, SOX 404, Accounting, Disaster Recovery, Risk Management, Program Management, SharePoint, Business Continuity, Management, CISA, IT Audit, Data Security, Software Documentation, CISSP, Budgets, PCI DSS, Finance, Vulnerability Management, Analysis, NIST, HIPAA, Enterprise Risk..., Operational Risk..., IT Risk Management, FISMA
Education
Information Systems Audit and Control Association 2004 — 2014
CISA & CRISC, Certified Information Systems Auditor & Certified in Risk and Information Systems Control
University of Scranton 1981 — 1984
MBA, Operations Management
Bloomsburg University of Pennsylvania 1971 — 1975
BS, Business Administration
Institute of Internal Auditors
CIA, Certified Internal Auditor
International Information Systems Security Certification Consortium, Inc., (ISC)²
CISSP
Kirkpatrick Price August 2009 - Present
Jefferson Wells May 2004 - August 2009
Audit January 2007 - March 2009
True Temper Sports (consultant w/JW) June 2008 - August 2008
CoxHealth Care (Consultant w/JW) March 2008 - June 2008
True Temper Sports (consultant w/JW) June 2007 - March 2008
Vitro America (Consultant w/JW) January 2007 - September 2007
Morgan Keegan -Regions Bank (Consultant w/JW) July 2006 - January 2007
Regions Bank (Consultant w/JW) July 2006 - July 2006
Rebsman Insurance -Regions FinCorp (consultant w/JW) July 2006 - July 2006
Skills
Sarbanes-Oxley Act, Risk Assessment, Internal Audit, Information Security, Process Improvement, COBIT, SAS70, COSO, Information Technology, IT Management, Business Process..., Financial Risk, Internal Controls, Visio, Auditing, Security, Governance, Security Audits, Sarbanes-Oxley, ISO 27001, Vulnerability Assessment, Business Process, Computer Security, Penetration Testing, Information Security..., Financial Audits, SOX 404, Accounting, Disaster Recovery, Risk Management, Program Management, SharePoint, Business Continuity, Management, CISA, IT Audit, Data Security, Software Documentation, CISSP, Budgets, PCI DSS, Finance, Vulnerability Management, Analysis, NIST, HIPAA, Enterprise Risk..., Operational Risk..., IT Risk Management, FISMA
Education
Information Systems Audit and Control Association 2004 — 2014
CISA & CRISC, Certified Information Systems Auditor & Certified in Risk and Information Systems Control
University of Scranton 1981 — 1984
MBA, Operations Management
Bloomsburg University of Pennsylvania 1971 — 1975
BS, Business Administration
Institute of Internal Auditors
CIA, Certified Internal Auditor
International Information Systems Security Certification Consortium, Inc., (ISC)²
CISSP
Frank Zink Frank Zink's Jefferson Wells Experience 2004 - 2008
Job SVP / CFO Commercial Banking at FirstMerit Bank
Industry Financial Services
Experience
First National Bank of Pennsylvania 2009 - 2014
Jefferson Wells 2004 - 2008
Liberty Bank, N.A. 1993 - 2004
TransOHIO Savings Bank 1987 - 1993
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Risk Management, Forecasting, Due Diligence, Financial Accounting, Budgets, Profitability..., Priocess Improvement
Education
Baldwin-Wallace College
MBA
Xavier University - School of Business Administration
BSBA, Accounting
Certified Public Accountant, Ohio
First National Bank of Pennsylvania 2009 - 2014
Jefferson Wells 2004 - 2008
Liberty Bank, N.A. 1993 - 2004
TransOHIO Savings Bank 1987 - 1993
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Risk Management, Forecasting, Due Diligence, Financial Accounting, Budgets, Profitability..., Priocess Improvement
Education
Baldwin-Wallace College
MBA
Xavier University - School of Business Administration
BSBA, Accounting
Certified Public Accountant, Ohio
Diane Haubner Diane Haubner's Jefferson Wells Experience January 2009 - August 2010
Job Senior Project Manager
Industry Information Services
Experience
Acacia Consulting January 2003 - Present
Jefferson Wells January 2009 - August 2010
Blue Heron Consulting January 2003 - June 2008
Wipfli LLP 2006 - 2007
Sentry Insurance 2002 - 2003
Sycamore Group, Wipfli 1995 - 2000
Millennium Partners 1995 - 1999
Sycamore Group 1995 - 1999
Mariner Healthcare 1997 - 1998
Alterra 1995 - 1996
Skills
PMP, PMO, Program Management, Business Process..., PeopleSoft, Management Consulting, Process Engineering, Requirements Analysis, Agile, Healthcare, Mergers, HRIS, Insurance, Agile Methodologies, Business Process, SharePoint, Process Improvement
Education
Marquette University 1976 — 1978
MA, English
Alverno College 1969 — 1973
Bachelor of Arts (B.A.), English and Music
South 55th Street School
Acacia Consulting January 2003 - Present
Jefferson Wells January 2009 - August 2010
Blue Heron Consulting January 2003 - June 2008
Wipfli LLP 2006 - 2007
Sentry Insurance 2002 - 2003
Sycamore Group, Wipfli 1995 - 2000
Millennium Partners 1995 - 1999
Sycamore Group 1995 - 1999
Mariner Healthcare 1997 - 1998
Alterra 1995 - 1996
Skills
PMP, PMO, Program Management, Business Process..., PeopleSoft, Management Consulting, Process Engineering, Requirements Analysis, Agile, Healthcare, Mergers, HRIS, Insurance, Agile Methodologies, Business Process, SharePoint, Process Improvement
Education
Marquette University 1976 — 1978
MA, English
Alverno College 1969 — 1973
Bachelor of Arts (B.A.), English and Music
South 55th Street School
Hal Greig Hal Greig's Jefferson Wells Experience 1999 - 2005
Job Corp Compliance & Internal Audit Manager at ATSG, Inc
Industry Airlines/Aviation
Experience
Air Transport Services Group, Inc. April 2008 - Present
Ohio Casualty Group 2005 - 2007
Jefferson Wells International 1999 - 2005
Jefferson Wells 1999 - 2005
Sears 1974 - 1998
TG&Y Stores & Co September 1969 - September 1974
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, Sarbanes-Oxley, Auditing, Financial Analysis, Management, Enterprise Risk..., Process Improvement, Financial Reporting, Financial Audits, COSO, General Ledger, SAS70, US GAAP, Financial Accounting, Analysis, Budgets, Risk Management, Business Process...
Education
Brigham Young University 1977 — 1979
BS, Accounting
Grossmont College 1970 — 1975
accounting, drama
Granite Hills High School 1965 — 1969
Air Transport Services Group, Inc. April 2008 - Present
Ohio Casualty Group 2005 - 2007
Jefferson Wells International 1999 - 2005
Jefferson Wells 1999 - 2005
Sears 1974 - 1998
TG&Y Stores & Co September 1969 - September 1974
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, Sarbanes-Oxley, Auditing, Financial Analysis, Management, Enterprise Risk..., Process Improvement, Financial Reporting, Financial Audits, COSO, General Ledger, SAS70, US GAAP, Financial Accounting, Analysis, Budgets, Risk Management, Business Process...
Education
Brigham Young University 1977 — 1979
BS, Accounting
Grossmont College 1970 — 1975
accounting, drama
Granite Hills High School 1965 — 1969
Jeff Fagin Jeff Fagin's Jefferson Wells Experience 2005 - 2006
Job Revenue Generating Web Business Sales and Management
Industry Internet
Experience
Cloud Income Properties December 2012 - Present
Phoenix 2% Club January 2010 - Present
Bank on Yourself 2006 - Present
Caliber Companies January 2010 - December 2012
The National Business Experts October 2011 - November 2012
JF Elite Investments January 2009 - December 2009
Adamson Fagin Planning 2006 - 2009
Jefferson Wells 2005 - 2006
Peak Potentials Training February 2004 - March 2005
Bank One 1996 - 2004
Skills
Entrepreneurship, Small Business, Management Consulting, Business Strategy, Strategic Planning, Team Building, Coaching, Investments, Real Estate, Strategic Financial..., Start-ups, Leadership Development, Insurance, Public Speaking, Wealth Management, Mergers & Acquisitions, Leadership, Marketing, Management, Strategy, Sales, Portfolio Management, Training, Program Management, Financial Services, Selling, Executive Management, Online Marketing, Budgets, Finance, Investment Properties, Business Planning, New Business Development, Employee Benefits, Process Improvement, Personal Development, E-commerce, Business Development, Cloud Computing, Forecasting, Strategic Partnerships, Consulting, Social Media, Fundraising, Executive Coaching, Venture Capital, Nonprofits, Motivational Speaking, Investors, Strategic Consulting
Education
Arizona State University, W. P. Carey School of Business 1977 — 1980
MBA
Carleton University 1972 — 1976
Honors Commerce
Cloud Income Properties December 2012 - Present
Phoenix 2% Club January 2010 - Present
Bank on Yourself 2006 - Present
Caliber Companies January 2010 - December 2012
The National Business Experts October 2011 - November 2012
JF Elite Investments January 2009 - December 2009
Adamson Fagin Planning 2006 - 2009
Jefferson Wells 2005 - 2006
Peak Potentials Training February 2004 - March 2005
Bank One 1996 - 2004
Skills
Entrepreneurship, Small Business, Management Consulting, Business Strategy, Strategic Planning, Team Building, Coaching, Investments, Real Estate, Strategic Financial..., Start-ups, Leadership Development, Insurance, Public Speaking, Wealth Management, Mergers & Acquisitions, Leadership, Marketing, Management, Strategy, Sales, Portfolio Management, Training, Program Management, Financial Services, Selling, Executive Management, Online Marketing, Budgets, Finance, Investment Properties, Business Planning, New Business Development, Employee Benefits, Process Improvement, Personal Development, E-commerce, Business Development, Cloud Computing, Forecasting, Strategic Partnerships, Consulting, Social Media, Fundraising, Executive Coaching, Venture Capital, Nonprofits, Motivational Speaking, Investors, Strategic Consulting
Education
Arizona State University, W. P. Carey School of Business 1977 — 1980
MBA
Carleton University 1972 — 1976
Honors Commerce
Shawn Kirshner Shawn Kirshner's Jefferson Wells Experience 2003 - 2007
Job Sr. Manager at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP August 2014 - Present
Accretive Solutions October 2011 - August 2014
North Highland December 2010 - October 2011
ValuPoint LLC May 2008 - December 2010
Grant Thornton LLP 2007 - 2008
Jefferson Wells 2003 - 2007
KPMG Consulting LLC (BearingPoint) 2000 - 2003
KPMG US 1999 - 2000
Skills
Governance, Enterprise Risk..., Business Process..., Management Consulting, Strategy, PMO, SDLC, Sarbanes-Oxley Act, Management, Program Management, Due Diligence, Project Management, Internal Audit, Process Improvement, Risk Management
Education
California State University-Northridge
BA, Economics
UCLA
Military Science and Operational Studies
Crowe Horwath LLP August 2014 - Present
Accretive Solutions October 2011 - August 2014
North Highland December 2010 - October 2011
ValuPoint LLC May 2008 - December 2010
Grant Thornton LLP 2007 - 2008
Jefferson Wells 2003 - 2007
KPMG Consulting LLC (BearingPoint) 2000 - 2003
KPMG US 1999 - 2000
Skills
Governance, Enterprise Risk..., Business Process..., Management Consulting, Strategy, PMO, SDLC, Sarbanes-Oxley Act, Management, Program Management, Due Diligence, Project Management, Internal Audit, Process Improvement, Risk Management
Education
California State University-Northridge
BA, Economics
UCLA
Military Science and Operational Studies
Nicholas Voth's Jefferson Wells Experience January 2002 - May 2007
Job Director, Strategic Alliances
Industry Computer Software
Experience
VMware April 2014 - Present
EMC April 2011 - May 2014
CA, Inc March 2010 - May 2011
CA November 2007 - April 2010
Jefferson Wells January 2002 - May 2007
Hudson Highland Group October 2002 - November 2003
Izodia 2000 - 2002
Platinum Technology June 1994 - February 1999
Skills
Enterprise Risk..., Enterprise Software, Sales Management, Compliance Management, Clarity, Project Portfolio..., IT Outsourcing, SaaS, VMware Infrastructure, IAAS, Cloud Computing, Service Providers, EMC, RSA, Professional Services, Enterprise Architecture, Management, Solution Selling, Managed Services, RSA Security, Sales, Business Process..., Direct Sales, Channel Sales, Start-ups, Management Consulting, Strategic Planning, Marketing Strategy
Education
Arizona State University 1990 — 1994
BS, Political Science
VMware April 2014 - Present
EMC April 2011 - May 2014
CA, Inc March 2010 - May 2011
CA November 2007 - April 2010
Jefferson Wells January 2002 - May 2007
Hudson Highland Group October 2002 - November 2003
Izodia 2000 - 2002
Platinum Technology June 1994 - February 1999
Skills
Enterprise Risk..., Enterprise Software, Sales Management, Compliance Management, Clarity, Project Portfolio..., IT Outsourcing, SaaS, VMware Infrastructure, IAAS, Cloud Computing, Service Providers, EMC, RSA, Professional Services, Enterprise Architecture, Management, Solution Selling, Managed Services, RSA Security, Sales, Business Process..., Direct Sales, Channel Sales, Start-ups, Management Consulting, Strategic Planning, Marketing Strategy
Education
Arizona State University 1990 — 1994
BS, Political Science
Louis Gomes Louis Gomes's Jefferson Wells Experience 2003 - 2006
Job Tax Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
True Partners Consulting May 2006 - October 2014
Jefferson Wells 2003 - 2006
PricewaterhouseCoopers 1996 - 2003
Kerr Group, Inc. 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, FAS109, International Tax, Tax Research, Tax Accounting, FIN 48, Tax Advisory, Partnership Taxation
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BA, Accounting
San Jose State University
MST, Taxation
BDO USA, LLP October 2014 - Present
True Partners Consulting May 2006 - October 2014
Jefferson Wells 2003 - 2006
PricewaterhouseCoopers 1996 - 2003
Kerr Group, Inc. 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, FAS109, International Tax, Tax Research, Tax Accounting, FIN 48, Tax Advisory, Partnership Taxation
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BA, Accounting
San Jose State University
MST, Taxation
Debra Davenport Debra Davenport's Jefferson Wells Experience March 2009 - October 2009
Job International Tax Manager at GoDaddy Radically shifting the global economy towards small business
Industry Internet
Experience
GoDaddy April 2011 - Present
Resources Global Professionals May 2006 - December 2010
Jefferson Wells March 2009 - October 2009
Amtech Systems November 2004 - May 2006
Fender Musical Instruments July 2001 - November 2004
Cerprobe Corporation November 1994 - July 2001
National Psychopharmacology Laboratory May 1989 - July 1994
Education
California State University-Fullerton
BA, Business Administration, Accounting
GoDaddy April 2011 - Present
Resources Global Professionals May 2006 - December 2010
Jefferson Wells March 2009 - October 2009
Amtech Systems November 2004 - May 2006
Fender Musical Instruments July 2001 - November 2004
Cerprobe Corporation November 1994 - July 2001
National Psychopharmacology Laboratory May 1989 - July 1994
Education
California State University-Fullerton
BA, Business Administration, Accounting
Brian Ventura CISSP Brian Ventura CISSP's Jefferson Wells Experience August 2004 - December 2005
Job Information Security Architect
Industry Computer & Network Security
Experience
City of Portland October 2011 - Present
SANS Institute April 2015 - Present
Opus Interactive, Inc. August 2009 - August 2011
Self Employed December 2008 - August 2009
Tech Pointe 2005 - December 2008
Jefferson Wells August 2004 - December 2005
Schlumberger 2001 - 2004
Exterprise 2000 - 2001
Tivoli Systems 1997 - 1999
Paranet January 1995 - November 1997
Skills
Security, Network Security, Project Management, Cloud Computing, IT Management, Integration, Security Management, Virtualization, Enterprise Architecture, Information Security, Linux, Unix, Data Center, VMware, Firewalls, Databases, Servers, Windows Server, Management, Technical Support, Microsoft SQL Server, Networking, SaaS, VoIP, Disaster Recovery, System Administration, Linux System..., Network Design, IT Strategy, Active Directory, Infrastructure, Vendor Management, IT Service Management, Enterprise Software, ITIL, Information Technology, CISSP
Education
Western Governors University 2014 — 2016
Austin Community College 2000 — 2001
The Evergreen State College 1993 — 1995
Monroe Community College 1989 — 1990
City of Portland October 2011 - Present
SANS Institute April 2015 - Present
Opus Interactive, Inc. August 2009 - August 2011
Self Employed December 2008 - August 2009
Tech Pointe 2005 - December 2008
Jefferson Wells August 2004 - December 2005
Schlumberger 2001 - 2004
Exterprise 2000 - 2001
Tivoli Systems 1997 - 1999
Paranet January 1995 - November 1997
Skills
Security, Network Security, Project Management, Cloud Computing, IT Management, Integration, Security Management, Virtualization, Enterprise Architecture, Information Security, Linux, Unix, Data Center, VMware, Firewalls, Databases, Servers, Windows Server, Management, Technical Support, Microsoft SQL Server, Networking, SaaS, VoIP, Disaster Recovery, System Administration, Linux System..., Network Design, IT Strategy, Active Directory, Infrastructure, Vendor Management, IT Service Management, Enterprise Software, ITIL, Information Technology, CISSP
Education
Western Governors University 2014 — 2016
Austin Community College 2000 — 2001
The Evergreen State College 1993 — 1995
Monroe Community College 1989 — 1990
Eric Ryan's Jefferson Wells Experience August 2010 - May 2011
Job Partner/Founder with Headfarmer specializing in Finance & Technology in Phoenix. www.hfrecruiting.com
Industry Management Consulting
Experience
Headfarmer LLC July 2011 - Present
Jefferson Wells August 2010 - May 2011
Ajilon Finance January 2000 - June 2010
Skills
E-recruitment, Recruiting, Executive Search, Temporary Placement, Temporary Staffing, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, College Recruiting, Sourcing, Staffing Services, Talent Management, Contract Recruitment, Benefits Negotiation, Onboarding, Permanent Placement, Career Counseling, Screening Resumes, Accounting, HRIS, Internal Audit, Interviews, Corporate Recruiting, Workforce Planning, Succession Planning, New Hire Orientations, CRM, Human Resources, Job Fairs, Finance, Employee Relations, Resume, PeopleSoft, Benefits Administration, Deferred Compensation, Employee Benefits, Management, Search, Behavioral Interviewing, Hiring, Screening, Job Descriptions, Taleo, Cold Calling, HR Consulting, Resume Writing, Industrial Sector, Staff Augmentation, Payroll
Education
Arizona State University 1997 — 2000
Business, Marketing
Northern Arizona University 1996 — 1997
Headfarmer LLC July 2011 - Present
Jefferson Wells August 2010 - May 2011
Ajilon Finance January 2000 - June 2010
Skills
E-recruitment, Recruiting, Executive Search, Temporary Placement, Temporary Staffing, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, College Recruiting, Sourcing, Staffing Services, Talent Management, Contract Recruitment, Benefits Negotiation, Onboarding, Permanent Placement, Career Counseling, Screening Resumes, Accounting, HRIS, Internal Audit, Interviews, Corporate Recruiting, Workforce Planning, Succession Planning, New Hire Orientations, CRM, Human Resources, Job Fairs, Finance, Employee Relations, Resume, PeopleSoft, Benefits Administration, Deferred Compensation, Employee Benefits, Management, Search, Behavioral Interviewing, Hiring, Screening, Job Descriptions, Taleo, Cold Calling, HR Consulting, Resume Writing, Industrial Sector, Staff Augmentation, Payroll
Education
Arizona State University 1997 — 2000
Business, Marketing
Northern Arizona University 1996 — 1997
Daniel Holzman-Tweed Daniel Holzman-Tweed's Jefferson Wells Experience October 2004 - July 2010
Job IT Security Manager at North Shore LIJ Health System
Industry Computer & Network Security
Experience
North Shore LIJ Health System July 2010 - Present
Be Present, Inc. January 2008 - December 2011
Daniel Holzman-Tweed February 2009 - July 2010
Jefferson Wells October 2004 - July 2010
Sony Electronics February 2001 - September 2004
Sony February 2001 - September 2004
Webley Systems, Inc. November 1999 - November 2000
Goldman Sachs July 1999 - October 1999
Hull Trading July 1995 - October 1999
The Hull Group June 1995 - October 1999
Skills
Risk Management, Audit and Assessment, Information Security, Project Management, CISSP, Security, Information Security..., Network Security, Disaster Recovery, Business Continuity, PCI DSS, Computer Security, Vulnerability Assessment, IT Audit, Risk Assessment, Identity Management, IT Management, Auditing, Software Installation, Technology Needs..., ISO 27001, IT Strategy, Data Center, Security Policy, Databases, Security Awareness, Security Audits, VPN, Networking, Enterprise Software, Cloud Computing, Governance, Penetration Testing, Firewalls, Security Architecture..., System Administration, Vulnerability Management, PKI, Compliance PCI, HIPAA
Education
Capella University 2004 — 2007
MS
Antioch College 1986 — 1990
BA
Garden School 1983 — 1986
HS
North Shore LIJ Health System July 2010 - Present
Be Present, Inc. January 2008 - December 2011
Daniel Holzman-Tweed February 2009 - July 2010
Jefferson Wells October 2004 - July 2010
Sony Electronics February 2001 - September 2004
Sony February 2001 - September 2004
Webley Systems, Inc. November 1999 - November 2000
Goldman Sachs July 1999 - October 1999
Hull Trading July 1995 - October 1999
The Hull Group June 1995 - October 1999
Skills
Risk Management, Audit and Assessment, Information Security, Project Management, CISSP, Security, Information Security..., Network Security, Disaster Recovery, Business Continuity, PCI DSS, Computer Security, Vulnerability Assessment, IT Audit, Risk Assessment, Identity Management, IT Management, Auditing, Software Installation, Technology Needs..., ISO 27001, IT Strategy, Data Center, Security Policy, Databases, Security Awareness, Security Audits, VPN, Networking, Enterprise Software, Cloud Computing, Governance, Penetration Testing, Firewalls, Security Architecture..., System Administration, Vulnerability Management, PKI, Compliance PCI, HIPAA
Education
Capella University 2004 — 2007
MS
Antioch College 1986 — 1990
BA
Garden School 1983 — 1986
HS
Drew Sipos's Jefferson Wells Experience 2009 - 2011
Job Director at Riveron Consulting
Industry Management Consulting
Experience
Riveron Consulting April 2015 - Present
The Hackett Group May 2011 - March 2015
Jefferson Wells 2009 - 2011
Reznick Group May 2006 - March 2009
Tidwell DeWitt LLC May 2006 - October 2008
Parson Consulting 2004 - 2006
IBM 1996 - 1999
Skills
Account Management, Business Development, Strategy, Management Consulting, Consulting, Leadership, Mergers & Acquisitions, Strategic Planning, Finance, Business Process..., Management, Due Diligence, Salesforce.com
Education
California Lutheran University 1988 — 1992
BA, English
California Lutheran University 1988 — 1992
Bachelor of Arts English Degree, English Language and Literature, General
Riveron Consulting April 2015 - Present
The Hackett Group May 2011 - March 2015
Jefferson Wells 2009 - 2011
Reznick Group May 2006 - March 2009
Tidwell DeWitt LLC May 2006 - October 2008
Parson Consulting 2004 - 2006
IBM 1996 - 1999
Skills
Account Management, Business Development, Strategy, Management Consulting, Consulting, Leadership, Mergers & Acquisitions, Strategic Planning, Finance, Business Process..., Management, Due Diligence, Salesforce.com
Education
California Lutheran University 1988 — 1992
BA, English
California Lutheran University 1988 — 1992
Bachelor of Arts English Degree, English Language and Literature, General
Dan Saint's Jefferson Wells Experience August 2005 - May 2010
Job Leader, Learner, Teacher, Advisor, Researcher and Writer
Industry Management Consulting
Experience
Samatvam Academy (Gurgaon, India) January 2010 - Present
Jefferson Wells August 2005 - May 2010
XUMA September 2000 - September 2001
Deloitte & Touche June 1996 - November 2000
Federal-Mogul April 1995 - June 1996
Appreciative Inquiry Consulting January 1985 - January 1995
Lawrence Technological University January 1985 - January 1995
University of Detroit Mercy 1985 - January 1995
Chrysler 1989 - 1995
United States Army, 82nd Airborne Division and 3rd ID 1976 - 1987
Skills
Change Leadership, Leadership Development, Change Management, Strategic Planning, Mergers, Curriculum Development, Teaching, Corporate Governance, Operational Planning, Enterprise Risk..., Organizational..., Executive Coaching, Team Building, Organizational..., Performance Management, Coaching, Organizational..., Strategy Development, Management Consulting, Organizational Design, Business Strategy, Public Speaking, Team Leadership, Business Process..., Mentoring, Talent Management, Training, Leadership, Strategy, Start-ups, Employee Engagement, Program Management, Personal Development, Appreciative Inquiry, Organizational Learning, Human Resources, Process Improvement, Business Planning, Entrepreneurship, Workshop Facilitation, Executive Development, Conflict Resolution, Management, CRM, Performance Improvement, Emotional Intelligence, Career Development, Instructional Design, Culture Change, Mergers & Acquisitions
Education
Benedictine University 2002 — 2005
PhD, Organization Development and Change
University of Detroit Mercy 1988 — 1989
MBA, International Business
University of Pittsburgh 1980 — 1982
BA, International Relations (Russian and East European Studies) and English Writing
Gestalt Institute of Cleveland and Institut f ü r Gestaltorientierte Organisationberatung
IOSD Certificate, Organization and Systems Theory from a Gestalt Perspective
Glock Instructor's Course
Glock Instructor's Course
Massachusetts Institute of Technology
Certificate, Organizational Learning
Northwestern University - Kellogg School of Management
Certificate, Executive Leadership Program--Consulting Firm Leadership, Strategy, and Marketing
Queens University
Wilderness Leadership School
Certificate, Natural World
Samatvam Academy (Gurgaon, India) January 2010 - Present
Jefferson Wells August 2005 - May 2010
XUMA September 2000 - September 2001
Deloitte & Touche June 1996 - November 2000
Federal-Mogul April 1995 - June 1996
Appreciative Inquiry Consulting January 1985 - January 1995
Lawrence Technological University January 1985 - January 1995
University of Detroit Mercy 1985 - January 1995
Chrysler 1989 - 1995
United States Army, 82nd Airborne Division and 3rd ID 1976 - 1987
Skills
Change Leadership, Leadership Development, Change Management, Strategic Planning, Mergers, Curriculum Development, Teaching, Corporate Governance, Operational Planning, Enterprise Risk..., Organizational..., Executive Coaching, Team Building, Organizational..., Performance Management, Coaching, Organizational..., Strategy Development, Management Consulting, Organizational Design, Business Strategy, Public Speaking, Team Leadership, Business Process..., Mentoring, Talent Management, Training, Leadership, Strategy, Start-ups, Employee Engagement, Program Management, Personal Development, Appreciative Inquiry, Organizational Learning, Human Resources, Process Improvement, Business Planning, Entrepreneurship, Workshop Facilitation, Executive Development, Conflict Resolution, Management, CRM, Performance Improvement, Emotional Intelligence, Career Development, Instructional Design, Culture Change, Mergers & Acquisitions
Education
Benedictine University 2002 — 2005
PhD, Organization Development and Change
University of Detroit Mercy 1988 — 1989
MBA, International Business
University of Pittsburgh 1980 — 1982
BA, International Relations (Russian and East European Studies) and English Writing
Gestalt Institute of Cleveland and Institut f ü r Gestaltorientierte Organisationberatung
IOSD Certificate, Organization and Systems Theory from a Gestalt Perspective
Glock Instructor's Course
Glock Instructor's Course
Massachusetts Institute of Technology
Certificate, Organizational Learning
Northwestern University - Kellogg School of Management
Certificate, Executive Leadership Program--Consulting Firm Leadership, Strategy, and Marketing
Queens University
Wilderness Leadership School
Certificate, Natural World
Amy Turzai Norton, GCDF Amy Turzai Norton, GCDF's Jefferson Wells Experience March 2000 - December 2002
Job Motivational leader in career services, training and client management.
Industry Human Resources
Experience
Provenir, LLC September 2013 - March 2015
Brown Mackie College February 2012 - September 2013
Career Education Corporation June 2010 - January 2012
Career Education Corporation February 2009 - June 2010
C&C Recruiting and Consulting, Inc March 2007 - May 2008
Kelly HRfirst - GE Healthcare October 2005 - February 2007
Dawes Transport December 2002 - July 2003
Jefferson Wells March 2000 - December 2002
Skills
Recruiting, Coaching, Training, Cold Calling, Resume Writing, Career Counseling, Career Development, Higher Education, Staff Development, Public Speaking, Leadership Development, Team Building, Technical Recruiting, Job Search Strategies, Teaching, Talent Acquisition, Consulting, University Relations, Manage Client..., Hiring, Campus, Student Development, Student Affairs, Instructional Design, Human Resources, Marketing, Admissions, Screening Resumes, Employee Benefits, College Recruiting, Interviews, Sourcing, Time Management, Job Search, Cover Letters, Adult Education, Interview Preparation, CampusVue, Job Fairs, Student Recruiting, Retaining Customers, Enrollment Management, Job Coaching, Mock Interviews, Employee Training, Student Financial Aid, New Hire Orientations, Temporary Placement, Applicant Tracking..., Conflict Resolution
Education
University of Wisconsin-Madison
Certification, Global Career Development Facilitator (GCDF)
Alverno College
BA, Business Management
Provenir, LLC September 2013 - March 2015
Brown Mackie College February 2012 - September 2013
Career Education Corporation June 2010 - January 2012
Career Education Corporation February 2009 - June 2010
C&C Recruiting and Consulting, Inc March 2007 - May 2008
Kelly HRfirst - GE Healthcare October 2005 - February 2007
Dawes Transport December 2002 - July 2003
Jefferson Wells March 2000 - December 2002
Skills
Recruiting, Coaching, Training, Cold Calling, Resume Writing, Career Counseling, Career Development, Higher Education, Staff Development, Public Speaking, Leadership Development, Team Building, Technical Recruiting, Job Search Strategies, Teaching, Talent Acquisition, Consulting, University Relations, Manage Client..., Hiring, Campus, Student Development, Student Affairs, Instructional Design, Human Resources, Marketing, Admissions, Screening Resumes, Employee Benefits, College Recruiting, Interviews, Sourcing, Time Management, Job Search, Cover Letters, Adult Education, Interview Preparation, CampusVue, Job Fairs, Student Recruiting, Retaining Customers, Enrollment Management, Job Coaching, Mock Interviews, Employee Training, Student Financial Aid, New Hire Orientations, Temporary Placement, Applicant Tracking..., Conflict Resolution
Education
University of Wisconsin-Madison
Certification, Global Career Development Facilitator (GCDF)
Alverno College
BA, Business Management
Stacey (Hecht) Mendoza's Jefferson Wells Experience September 2001 - July 2007
Job Lead Business Development Manager at Experis (formerly Jefferson Wells), a ManpowerGroup Company
Industry Financial Services
Experience
Experis (formerly Jefferson Wells), a ManpowerGroup Company September 2008 - Present
Grant Thornton July 2007 - September 2008
Jefferson Wells September 2001 - July 2007
Winstar Communications 1998 - September 2000
LANSystems 1997 - 1999
The Warwick Hotel 1989 - 1990
Skills
CRM, Professional Services, Mergers & Acquisitions, Selling, Accounting, Financial Services, Management, Sarbanes-Oxley Act, Salesforce.com, Internal Controls, Solution Selling, New Business Development, Employee Benefits, Financial Analysis, Marketing, Due Diligence, Account Management, Consulting, Negotiation, Enterprise Risk..., Strategy, IT Service Management, Strategic Planning, Sales, Management Consulting, Risk Management, IT Strategy
Education
American University 1983 — 1987
Bachelor of Arts (B.A.), International Relations, Minor in French
Half Hollow Hills West 1980 — 1984
Experis (formerly Jefferson Wells), a ManpowerGroup Company September 2008 - Present
Grant Thornton July 2007 - September 2008
Jefferson Wells September 2001 - July 2007
Winstar Communications 1998 - September 2000
LANSystems 1997 - 1999
The Warwick Hotel 1989 - 1990
Skills
CRM, Professional Services, Mergers & Acquisitions, Selling, Accounting, Financial Services, Management, Sarbanes-Oxley Act, Salesforce.com, Internal Controls, Solution Selling, New Business Development, Employee Benefits, Financial Analysis, Marketing, Due Diligence, Account Management, Consulting, Negotiation, Enterprise Risk..., Strategy, IT Service Management, Strategic Planning, Sales, Management Consulting, Risk Management, IT Strategy
Education
American University 1983 — 1987
Bachelor of Arts (B.A.), International Relations, Minor in French
Half Hollow Hills West 1980 — 1984
Ajoy Bose Ajoy Bose's Jefferson Wells Experience 2008 - 2010
Job Managing Director & Chief Financial Officer at ASQ
Industry Investment Banking
Experience
ASQ May 2013 - Present
Bose Holdings, LLC 2001 - Present
Walgreens July 2012 - May 2013
Lamplight December 2011 - June 2012
American Family Insurance September 2010 - July 2011
Jefferson Wells 2008 - 2010
Alliance Francaise de milwaukee 2006 - 2010
Marquette University January 2007 - December 2008
Milwaukee School of Engineering January 2007 - December 2008
TDMS 2001 - 2007
Skills
Restructuring, Financial Modeling, Mergers, Due Diligence, Business Development, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Analysis, Investments, Venture Capital, Strategy, Leadership, Finance, Executive Management, Investment Banking, Business Strategy, Valuation, Management, Risk Management, Acquisition Integration, M&A experience, Business Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
MS Tax, Tax
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Finance
ASQ May 2013 - Present
Bose Holdings, LLC 2001 - Present
Walgreens July 2012 - May 2013
Lamplight December 2011 - June 2012
American Family Insurance September 2010 - July 2011
Jefferson Wells 2008 - 2010
Alliance Francaise de milwaukee 2006 - 2010
Marquette University January 2007 - December 2008
Milwaukee School of Engineering January 2007 - December 2008
TDMS 2001 - 2007
Skills
Restructuring, Financial Modeling, Mergers, Due Diligence, Business Development, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Analysis, Investments, Venture Capital, Strategy, Leadership, Finance, Executive Management, Investment Banking, Business Strategy, Valuation, Management, Risk Management, Acquisition Integration, M&A experience, Business Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
MS Tax, Tax
Baruch College, City University of New York (CUNY) 1988 — 1990
MBA, Finance
Tom Walls Tom Walls's Jefferson Wells Experience May 2004 - August 2010
Job Exp Finance Prof CFO/Controller/Tax Mgmt. 20 yrs exp all aspects of Finance with a focus on Tax and Financial Analysis
Industry Accounting
Experience
Comprehensive Tax & Financial Solutions 1990 - October 2014
Mezzanine Finance Firm in Atlanta 2010 - 2011
Jefferson Wells May 2004 - August 2010
AT&T 2007 - 2010
American Retail Group 2004 - 2006
First Data Corp 2002 - 2003
ING 2000 - 2001
Electrolux 1997 - 1998
Harbinger Corp 1995 - 1998
Communication Technical Systems, Inc. 1992 - 1995
Skills
IFRS, SEC filings, Tax, Accounting, Due Diligence, Tax Advisory, CPA, Auditing, International Tax, Tax Preparation, Income Tax, Strategic Planning, Tax Research, Hyperion Enterprise, Financial Statements, Mergers & Acquisitions, Finance, General Ledger, Management, Payroll, Forecasting, Tax Returns, Sarbanes-Oxley Act, Financial Planners, Start-ups, Account Reconciliation, SEC Filings
Education
University of Georgia - Terry College of Business 1989 — 1990
MACC, Taxation
University of Georgia - Terry College of Business 1985 — 1987
BBA, Accounting
Augusta State University - College of Business Administration 1984 — 1985
Business
University of Maryland Munich, Germany 1982 — 1983
MIS
Karlsruhe American High School 1980 — 1982
HS Diploma, College prepatory
Glenn Hills High School 1978 — 1980
None, College prep
Tax Accounting
Comprehensive Tax & Financial Solutions 1990 - October 2014
Mezzanine Finance Firm in Atlanta 2010 - 2011
Jefferson Wells May 2004 - August 2010
AT&T 2007 - 2010
American Retail Group 2004 - 2006
First Data Corp 2002 - 2003
ING 2000 - 2001
Electrolux 1997 - 1998
Harbinger Corp 1995 - 1998
Communication Technical Systems, Inc. 1992 - 1995
Skills
IFRS, SEC filings, Tax, Accounting, Due Diligence, Tax Advisory, CPA, Auditing, International Tax, Tax Preparation, Income Tax, Strategic Planning, Tax Research, Hyperion Enterprise, Financial Statements, Mergers & Acquisitions, Finance, General Ledger, Management, Payroll, Forecasting, Tax Returns, Sarbanes-Oxley Act, Financial Planners, Start-ups, Account Reconciliation, SEC Filings
Education
University of Georgia - Terry College of Business 1989 — 1990
MACC, Taxation
University of Georgia - Terry College of Business 1985 — 1987
BBA, Accounting
Augusta State University - College of Business Administration 1984 — 1985
Business
University of Maryland Munich, Germany 1982 — 1983
MIS
Karlsruhe American High School 1980 — 1982
HS Diploma, College prepatory
Glenn Hills High School 1978 — 1980
None, College prep
Tax Accounting
Jill Medina's Jefferson Wells Experience 2000 - 2005
Job HCM Consulting Manager
Industry Human Resources
Experience
Baker Tilly September 2015 - Present
Brady Corporation September 2014 - March 2015
Quarles & Brady LLP 2015 - 2015
Quarles & Brady LLP 2015 - 2015
SC Johnson & Son September 2009 - August 2014
Manpower February 2007 - February 2009
QBE 2009 - 2009
M&I Bank 2006 - 2007
Titus 2005 - 2005
Jefferson Wells 2000 - 2005
Skills
PeopleSoft, Talent Acquisition, Workforce Planning, HRIS, Process Improvement, Leadership, Talent Management, Applicant Tracking..., Personnel Management, Employee Engagement, Performance Management, Project Management, Benefits Administration, Onboarding, SAP, Technical Recruiting, Internet Recruiting, Human Resources, ERP, Succession Planning, Deferred Compensation, Sourcing, Employee Relations, Recruiting, Employee Benefits, Employee Training, Temporary Placement, Time Management, Interviews, Organizational..., Vendor Management, New Hire Orientations, Employer Branding, Change Management, HR Policies
Education
Alverno College 2006 — 2008
Business & Management, Business
Catholic Memorial 1993 — 1997
Baker Tilly September 2015 - Present
Brady Corporation September 2014 - March 2015
Quarles & Brady LLP 2015 - 2015
Quarles & Brady LLP 2015 - 2015
SC Johnson & Son September 2009 - August 2014
Manpower February 2007 - February 2009
QBE 2009 - 2009
M&I Bank 2006 - 2007
Titus 2005 - 2005
Jefferson Wells 2000 - 2005
Skills
PeopleSoft, Talent Acquisition, Workforce Planning, HRIS, Process Improvement, Leadership, Talent Management, Applicant Tracking..., Personnel Management, Employee Engagement, Performance Management, Project Management, Benefits Administration, Onboarding, SAP, Technical Recruiting, Internet Recruiting, Human Resources, ERP, Succession Planning, Deferred Compensation, Sourcing, Employee Relations, Recruiting, Employee Benefits, Employee Training, Temporary Placement, Time Management, Interviews, Organizational..., Vendor Management, New Hire Orientations, Employer Branding, Change Management, HR Policies
Education
Alverno College 2006 — 2008
Business & Management, Business
Catholic Memorial 1993 — 1997
W. Brad Thomas, Esq. W. Brad Thomas, Esq.'s Jefferson Wells Experience 2001 - 2003
Job Principal and founder of South Carolina Attorneys at Law and cofounder and In house counsel at Carolina Bauernhaus Ales
Industry Legal Services
Experience
South Carolina Attorneys At Law, LLC 2014 - Present
Carolina Bauernhaus Ales 2014 - Present
McNair Law Firm May 2012 - May 2014
Bank of America 2005 - 2010
Dopkins & Company, LLP 2003 - 2005
Jefferson Wells 2001 - 2003
The National Bank of Canada 1999 - 2001
Skills
Advanced Legal Research, Audit and Compliance, Cross-Functional..., Process Improvement, Project Management, Vendor/Supplier..., Financial Analysis, Six Sigma, Risk Analysis, Compliance, Business Process..., Audit, Asset Based Lending, Microsoft Office, Data Manipulation, Excel, Access
Education
Charlotte School of Law 2008 — 2011
Juris Doctorate, Law
Appalachian State University 1994 — 1999
BSBA, Banking, Finance, Risk & Insurance
South Carolina Attorneys At Law, LLC 2014 - Present
Carolina Bauernhaus Ales 2014 - Present
McNair Law Firm May 2012 - May 2014
Bank of America 2005 - 2010
Dopkins & Company, LLP 2003 - 2005
Jefferson Wells 2001 - 2003
The National Bank of Canada 1999 - 2001
Skills
Advanced Legal Research, Audit and Compliance, Cross-Functional..., Process Improvement, Project Management, Vendor/Supplier..., Financial Analysis, Six Sigma, Risk Analysis, Compliance, Business Process..., Audit, Asset Based Lending, Microsoft Office, Data Manipulation, Excel, Access
Education
Charlotte School of Law 2008 — 2011
Juris Doctorate, Law
Appalachian State University 1994 — 1999
BSBA, Banking, Finance, Risk & Insurance
David Frazier David Frazier's Jefferson Wells Experience December 2010 - March 2012
Job Senior Principal at Accenture
Industry Accounting
Experience
Accenture January 2015 - Present
Frazier Consulting March 2012 - January 2015
Jefferson Wells December 2010 - March 2012
Alvarez & Marsal Taxand, LLC 2006 - December 2010
Duke Energy 2001 - 2006
Bank of America 1999 - 2001
First Union National Bank 1995 - 2001
Reznick Group 1995 - 1995
Skills
Corporate Tax, Tax Research, Tax Accounting, Tax, Internal Controls, Accounting, Process Improvement, Sarbanes-Oxley Act, Property Tax, Income Tax, General Ledger, Mergers & Acquisitions, Auditing, Finance, International Tax, SEC filings, UK Corporation Tax, CPA, FAS109, Sales & Use Tax, Sales Tax, Tax Advisory, FIN 48, US Tax, Use Tax, Transfer Pricing, Partnership Taxation, State Tax, US GAAP, GAAP, OneSource, Big 4, Tax Returns, FAS 5, Tax Law, Tax Preparation, Indirect Taxation, Fixed Assets, Sarbanes-Oxley, FASB, Corporate Tax Planning, Financial Reporting, VAT, SOX 404, SEC Filings
Education
Appalachian State University 1992 — 1995
BSBA, Accounting
Appalachian State University 1992 — 1995
Bachelor of Science, Accounting
West Forsyth High School 1984 — 1988
West Forsyth High School
Accenture January 2015 - Present
Frazier Consulting March 2012 - January 2015
Jefferson Wells December 2010 - March 2012
Alvarez & Marsal Taxand, LLC 2006 - December 2010
Duke Energy 2001 - 2006
Bank of America 1999 - 2001
First Union National Bank 1995 - 2001
Reznick Group 1995 - 1995
Skills
Corporate Tax, Tax Research, Tax Accounting, Tax, Internal Controls, Accounting, Process Improvement, Sarbanes-Oxley Act, Property Tax, Income Tax, General Ledger, Mergers & Acquisitions, Auditing, Finance, International Tax, SEC filings, UK Corporation Tax, CPA, FAS109, Sales & Use Tax, Sales Tax, Tax Advisory, FIN 48, US Tax, Use Tax, Transfer Pricing, Partnership Taxation, State Tax, US GAAP, GAAP, OneSource, Big 4, Tax Returns, FAS 5, Tax Law, Tax Preparation, Indirect Taxation, Fixed Assets, Sarbanes-Oxley, FASB, Corporate Tax Planning, Financial Reporting, VAT, SOX 404, SEC Filings
Education
Appalachian State University 1992 — 1995
BSBA, Accounting
Appalachian State University 1992 — 1995
Bachelor of Science, Accounting
West Forsyth High School 1984 — 1988
West Forsyth High School
Brian Sartori Brian Sartori's Jefferson Wells Experience January 2000 - February 2002
Job Vice President of Client Relations at Anderson Group Management Consulting
Industry Management Consulting
Experience
Anderson Group Management Consulting April 2002 - Present
Jefferson Wells January 2000 - February 2002
Capgemini Consulting June 1996 - January 1999
The Ritz-Carlton Club June 1988 - January 1992
Education
Birmingham-Southern College
BS, Business
Anderson Group Management Consulting April 2002 - Present
Jefferson Wells January 2000 - February 2002
Capgemini Consulting June 1996 - January 1999
The Ritz-Carlton Club June 1988 - January 1992
Education
Birmingham-Southern College
BS, Business
Steven Darst's Jefferson Wells Experience February 2001 - August 2012
Job Manager at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions August 2012 - Present
Jefferson Wells February 2001 - August 2012
Atlanta Symphony Orchestra 2001 - 2006
Atlanta Symphony Orchestra 2001 - 2006
Rentokil Initial August 1985 - January 2001
Skills
Sarbanes-Oxley Act, Management Consulting, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, Internal Controls, IT Audit, Accounting, Business Process..., Process Improvement, Financial Reporting, Financial Analysis, Auditing, Risk Management, Due Diligence, Mergers, Change Management, Risk Assessment, Acquisition Integration, Managerial Finance, GAAP, COSO
Education
Anderson University 1980 — 1982
Bachelor of Arts, Accounting
Carl Sandburg College 1978 — 1980
Associate of Arts, Business Administration
Accretive Solutions August 2012 - Present
Jefferson Wells February 2001 - August 2012
Atlanta Symphony Orchestra 2001 - 2006
Atlanta Symphony Orchestra 2001 - 2006
Rentokil Initial August 1985 - January 2001
Skills
Sarbanes-Oxley Act, Management Consulting, Sarbanes-Oxley, Enterprise Risk..., Internal Audit, Internal Controls, IT Audit, Accounting, Business Process..., Process Improvement, Financial Reporting, Financial Analysis, Auditing, Risk Management, Due Diligence, Mergers, Change Management, Risk Assessment, Acquisition Integration, Managerial Finance, GAAP, COSO
Education
Anderson University 1980 — 1982
Bachelor of Arts, Accounting
Carl Sandburg College 1978 — 1980
Associate of Arts, Business Administration
Andy Pearson Andy Pearson's Jefferson Wells Experience 2004 - 2005
Job Director of Financial Planning and Analysis at TransEnterix, Inc.
Industry Medical Devices
Experience
Baxano Surgical July 2013 - March 2014
Baxano Surgical July 2010 - July 2013
Baxano Surgical May 2008 - July 2010
William Lyon Homes 2005 - 2008
Jefferson Wells 2004 - 2005
PricewaterhouseCoopers 2001 - 2004
Skills
Internal Audit, Internal Controls, Forecasting, Audit, Financial Reporting, Accounting, Budgeting, SOX, Risk, Auditing, Excel, Microsoft Office, External Audit, IT Audit, Documentation, Risk Management, IFRS, Risk Assessment, Compliance Audits, Analysis, COSO, Medical Devices, Certified Internal..., Financial Analysis, Assurance, Financial Accounting, CISA, Revenue Recognition, Enterprise Risk..., Sarbanes-Oxley Act, Quality Auditing, Budgets, Due Diligence, Mergers, Microsoft Excel, SEC filings, Sarbanes-Oxley, Finance
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Accounting and Finance
BYU 1998 — 2001
BS, Management Information Systems, General
Baxano Surgical July 2013 - March 2014
Baxano Surgical July 2010 - July 2013
Baxano Surgical May 2008 - July 2010
William Lyon Homes 2005 - 2008
Jefferson Wells 2004 - 2005
PricewaterhouseCoopers 2001 - 2004
Skills
Internal Audit, Internal Controls, Forecasting, Audit, Financial Reporting, Accounting, Budgeting, SOX, Risk, Auditing, Excel, Microsoft Office, External Audit, IT Audit, Documentation, Risk Management, IFRS, Risk Assessment, Compliance Audits, Analysis, COSO, Medical Devices, Certified Internal..., Financial Analysis, Assurance, Financial Accounting, CISA, Revenue Recognition, Enterprise Risk..., Sarbanes-Oxley Act, Quality Auditing, Budgets, Due Diligence, Mergers, Microsoft Excel, SEC filings, Sarbanes-Oxley, Finance
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Accounting and Finance
BYU 1998 — 2001
BS, Management Information Systems, General
Jonathan Hill, CPA, CGMA Jonathan Hill, CPA, CGMA's Jefferson Wells Experience June 2009 - March 2011
Job Director at Experis Finance
Industry Management Consulting
Experience
Experis Finance April 2011 - Present
Jefferson Wells June 2009 - March 2011
Jefferson Wells March 2004 - June 2009
Gingiss Formalwear February 1999 - May 2003
Disposition Services Group, LTD March 1998 - January 1999
Collectors Universe January 1991 - May 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Financial Reporting, Management Consulting, Financial Analysis, Process Improvement, Risk Management, Internal Audit, Business Process..., GAAP, Due Diligence, Managerial Finance, Cash Management, Change Management, Banking
Education
California State University-Fullerton 1976 — 1978
BA, Accounting/Finance
Experis Finance April 2011 - Present
Jefferson Wells June 2009 - March 2011
Jefferson Wells March 2004 - June 2009
Gingiss Formalwear February 1999 - May 2003
Disposition Services Group, LTD March 1998 - January 1999
Collectors Universe January 1991 - May 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Financial Reporting, Management Consulting, Financial Analysis, Process Improvement, Risk Management, Internal Audit, Business Process..., GAAP, Due Diligence, Managerial Finance, Cash Management, Change Management, Banking
Education
California State University-Fullerton 1976 — 1978
BA, Accounting/Finance
Erika Mills's Jefferson Wells Experience March 2003 - June 2004
Job Business Development Manager at Experis Finance
Industry Management Consulting
Experience
Experis Finance, fka Jefferson Wells June 2004 - Present
Jefferson Wells March 2003 - June 2004
Agincourt Capital February 1999 - September 2000
Information Concepts June 1996 - February 1999
Sterling Resources June 1995 - June 1996
Skills
CRM, Management Consulting, Program Management, Consulting, Business Development, Professional Services, Financial Analysis, Enterprise Risk..., Business Process..., Accounting, Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Governance, Risk Assessment, New Business Development, Change Management, Strategy, Project Management, Business Strategy, Business Analysis, Risk Management, Financial Risk, Process Improvement, Cross-functional Team..., Internal Controls, Salesforce.com, Strategic Planning, Account Management, Finance, Financial Services, Internal Audit, Financial Reporting, Budgets, Forecasting, Auditing, Financial Modeling
Education
Bucknell University 1991 — 1995
Bachelor of Arts (BA), International Relations and Spanish
Mercy High School 1987 — 1991
Experis Finance, fka Jefferson Wells June 2004 - Present
Jefferson Wells March 2003 - June 2004
Agincourt Capital February 1999 - September 2000
Information Concepts June 1996 - February 1999
Sterling Resources June 1995 - June 1996
Skills
CRM, Management Consulting, Program Management, Consulting, Business Development, Professional Services, Financial Analysis, Enterprise Risk..., Business Process..., Accounting, Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Governance, Risk Assessment, New Business Development, Change Management, Strategy, Project Management, Business Strategy, Business Analysis, Risk Management, Financial Risk, Process Improvement, Cross-functional Team..., Internal Controls, Salesforce.com, Strategic Planning, Account Management, Finance, Financial Services, Internal Audit, Financial Reporting, Budgets, Forecasting, Auditing, Financial Modeling
Education
Bucknell University 1991 — 1995
Bachelor of Arts (BA), International Relations and Spanish
Mercy High School 1987 — 1991
Shirley Kwan Shirley Kwan's Jefferson Wells Experience 2004 - 2005
Job Consultant and Founder of Shirliie Productions
Industry Financial Services
Experience
Northwestern Polytechnic University 2015 - Present
Various July 2009 - Present
Shirliie Productions January 2009 - Present
Hewlett-Packard Alumni Association 2009 - Present
Cardea Center for Women February 2012 - January 2013
Intuit 2005 - August 2008
Jefferson Wells 2004 - 2005
RAE Systems 2003 - 2004
Hewlett-Packard 1998 - 2003
Hewlett Packard France 1996 - 1998
Skills
Leadership, Internal Audit, Mergers & Acquisitions, Management, Sarbanes-Oxley, Due Diligence, Corporate Finance, Consulting, Finance, Acquisition Integration, Management Consulting, Internal Controls, Start-ups, Strategy, Project Management, Analytics, Project Planning, Forensic Analysis, Cross-functional Team..., Professional Mentoring, Operational Due..., Sarbanes-Oxley Act, Implementer
Education
Emory University - Goizueta Business School 1978 — 1980
MBA
Agnes Scott College 1974 — 1978
BA
St George's Girls School 1968 — 1974
Northwestern Polytechnic University 2015 - Present
Various July 2009 - Present
Shirliie Productions January 2009 - Present
Hewlett-Packard Alumni Association 2009 - Present
Cardea Center for Women February 2012 - January 2013
Intuit 2005 - August 2008
Jefferson Wells 2004 - 2005
RAE Systems 2003 - 2004
Hewlett-Packard 1998 - 2003
Hewlett Packard France 1996 - 1998
Skills
Leadership, Internal Audit, Mergers & Acquisitions, Management, Sarbanes-Oxley, Due Diligence, Corporate Finance, Consulting, Finance, Acquisition Integration, Management Consulting, Internal Controls, Start-ups, Strategy, Project Management, Analytics, Project Planning, Forensic Analysis, Cross-functional Team..., Professional Mentoring, Operational Due..., Sarbanes-Oxley Act, Implementer
Education
Emory University - Goizueta Business School 1978 — 1980
MBA
Agnes Scott College 1974 — 1978
BA
St George's Girls School 1968 — 1974
Dale South, CIA, CISA, MBA's Jefferson Wells Experience 2006 - 2007
Job IT Audit | Risk Management | Information Security | Regulatory Compliance
Industry Information Technology and Services
Experience
Impact Makers March 2015 - Present
KPMG/11th Hour 2012 - 2014
Virginia State University 2008 - 2012
RSM McGladrey 2007 - 2008
Jefferson Wells 2006 - 2007
Skills
IT Audit, Business Analysis, Management Consulting, Risk Management, Fraud, SOX, Internal Audit, Audit, Compliance, Risk Assessment, Auditing, IT Governance, Corporate Governance, Fraud Investigations, Privacy, Enterprise Risk..., Operational Risk..., Internal Controls, CISA, SAS70, Compliance Management, Governance, Financial Reporting, COSO, COBIT, Process Improvement, Business Continuity, Business Process, Disaster Recovery, ERP, Finance, Financial Risk, IT Management, IT Strategy, Information Security, Information Security..., Information Technology, Leadership, Management, Privacy Law, SDLC, Sarbanes-Oxley, Sarbanes-Oxley Act, Security, Consulting, CISSP, Financial Audits, PCI DSS
Education
Averett University
MBA, Business Administration
University of Richmond
Associate, Information Systems
Virginia Commonwealth University - School of Business
Associate, Accounting
Virginia Polytechnic Institute and State University
BS, Finance
Impact Makers March 2015 - Present
KPMG/11th Hour 2012 - 2014
Virginia State University 2008 - 2012
RSM McGladrey 2007 - 2008
Jefferson Wells 2006 - 2007
Skills
IT Audit, Business Analysis, Management Consulting, Risk Management, Fraud, SOX, Internal Audit, Audit, Compliance, Risk Assessment, Auditing, IT Governance, Corporate Governance, Fraud Investigations, Privacy, Enterprise Risk..., Operational Risk..., Internal Controls, CISA, SAS70, Compliance Management, Governance, Financial Reporting, COSO, COBIT, Process Improvement, Business Continuity, Business Process, Disaster Recovery, ERP, Finance, Financial Risk, IT Management, IT Strategy, Information Security, Information Security..., Information Technology, Leadership, Management, Privacy Law, SDLC, Sarbanes-Oxley, Sarbanes-Oxley Act, Security, Consulting, CISSP, Financial Audits, PCI DSS
Education
Averett University
MBA, Business Administration
University of Richmond
Associate, Information Systems
Virginia Commonwealth University - School of Business
Associate, Accounting
Virginia Polytechnic Institute and State University
BS, Finance
Joseph Kirchner's Jefferson Wells Experience 2000 - 2005
Job Senior SOX Accountant at Terex Corporation
Industry Accounting
Experience
Terex Corporation March 2015 - Present
JAK Consulting January 2014 - Present
Ohio Regional Council IMA June 2010 - Present
indiePub September 2012 - December 2013
Resources Global Professionals May 2009 - November 2012
Xperianz October 2005 - May 2009
Jefferson Wells 2000 - 2005
Live Nation 1998 - 2000
Spraying Systems Co. 1995 - 1998
Skills
Financial Planning and..., Strategic Planning, Project Management, Accounts Receivable, Accounts Payable, Cost Accounting, Internal Audit, Process Improvement, Multi-Site Operations, Profit/Loss..., Fixed Asset Management, Cash Management, Sarbanes-Oxley, Auditing, Consolidation, Forecasting, Budgets, SEC filings, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, Internal Controls, ERP, Management, IT Audit, Due Diligence, Managerial Finance, Mergers & Acquisitions, Financial Analysis, GAAP, SEC Reporting, Sarbanes-Oxley Sec. 404, Budgets and Forecasting, Operating Leadership, ERP Implantation – JDE..., Construction Audits, Consolidations, Variance Analysis, Cash Flow, Hyperion Enterprise, Financial Modeling, Strategic Financial..., General Ledger, Enterprise Risk..., Business Process..., Financial Accounting, Financial Statements, Executive Management, Banking
Education
Benedictine University 1981 — 1986
Bachelor’s Degree
Terex Corporation March 2015 - Present
JAK Consulting January 2014 - Present
Ohio Regional Council IMA June 2010 - Present
indiePub September 2012 - December 2013
Resources Global Professionals May 2009 - November 2012
Xperianz October 2005 - May 2009
Jefferson Wells 2000 - 2005
Live Nation 1998 - 2000
Spraying Systems Co. 1995 - 1998
Skills
Financial Planning and..., Strategic Planning, Project Management, Accounts Receivable, Accounts Payable, Cost Accounting, Internal Audit, Process Improvement, Multi-Site Operations, Profit/Loss..., Fixed Asset Management, Cash Management, Sarbanes-Oxley, Auditing, Consolidation, Forecasting, Budgets, SEC filings, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, Internal Controls, ERP, Management, IT Audit, Due Diligence, Managerial Finance, Mergers & Acquisitions, Financial Analysis, GAAP, SEC Reporting, Sarbanes-Oxley Sec. 404, Budgets and Forecasting, Operating Leadership, ERP Implantation – JDE..., Construction Audits, Consolidations, Variance Analysis, Cash Flow, Hyperion Enterprise, Financial Modeling, Strategic Financial..., General Ledger, Enterprise Risk..., Business Process..., Financial Accounting, Financial Statements, Executive Management, Banking
Education
Benedictine University 1981 — 1986
Bachelor’s Degree
Cynthia Beiler's Jefferson Wells Experience 2005 - 2006
Job General Sales Manager at Adams Outdoor Advertising Charlotte
Industry Marketing and Advertising
Experience
Adams Outdoor Advertising July 2014 - Present
Adams Outdoor Advertising October 2010 - July 2014
Adams Outdoor Advertising October 2009 - October 2010
IEG, LLC October 2008 - October 2009
Verizon Wireless November 2006 - March 2008
Jefferson Wells 2005 - 2006
U.S. Cellular 2003 - 2005
Park Bank 2002 - 2004
Monona State Bank 1998 - 2002
Spark Services, Inc 1998 - 1999
Skills
Media Buying, Public Speaking, Event Marketing, Sponsorship, Advertising, Event Management, Contract Negotiation, New Business Development
Education
Capella University 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Wisconsin-Stevens Point 1986 — 1991
Bachelor of Science (B.S.), Communication
Adams Outdoor Advertising July 2014 - Present
Adams Outdoor Advertising October 2010 - July 2014
Adams Outdoor Advertising October 2009 - October 2010
IEG, LLC October 2008 - October 2009
Verizon Wireless November 2006 - March 2008
Jefferson Wells 2005 - 2006
U.S. Cellular 2003 - 2005
Park Bank 2002 - 2004
Monona State Bank 1998 - 2002
Spark Services, Inc 1998 - 1999
Skills
Media Buying, Public Speaking, Event Marketing, Sponsorship, Advertising, Event Management, Contract Negotiation, New Business Development
Education
Capella University 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Wisconsin-Stevens Point 1986 — 1991
Bachelor of Science (B.S.), Communication
Jeff Malloch, MBA, CIA, CRMA, CBM's Jefferson Wells Experience August 2000 - June 2002
Job Practice Leader
Industry Financial Services
Experience
AGK January 2011 - Present
American Goalkeeper January 2011 - Present
Cardno February 2013 - April 2014
FDIC March 2009 - January 2012
AGK April 2007 - March 2009
People's Choice Home Loan 2005 - 2007
Ameriquest Mortgage June 2004 - February 2005
SchoolsFirst Federal Credit Union June 2002 - June 2004
Jefferson Wells August 2000 - June 2002
KPMG 1998 - 2000
Skills
Microsoft Office, Structured Finance, Internal Audit, Strategic Planning, Business Strategy, Operations Management, SOX, Corporate Governance, Enterprise Risk..., Entrepreneurship, Financial Management, Corporate Finance, CMBS, MBS, Business Analytics, Risk Mitigation, Risk Assessment, Operational Risk, Operational Risk..., Financial Analysis, Financial Modeling, Management Consulting, MBA Finance, Goal Keeping Coach, CIA, Risk Management, Sarbanes-Oxley Act, Managerial Finance, Mortgage Lending, Credit, Banking, Auditing, Credit Analysis, Finance, Mergers & Acquisitions, Loans, Mortgage Banking, Portfolio Management, Commercial Lending, Asset Management, Leadership, Real Estate, Credit Risk, Strategy, Underwriting, Training, Financial Risk, Policy, Executive Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Entrepreneurship
California State University-Fullerton
BA, Finance
University of La Verne
AGK January 2011 - Present
American Goalkeeper January 2011 - Present
Cardno February 2013 - April 2014
FDIC March 2009 - January 2012
AGK April 2007 - March 2009
People's Choice Home Loan 2005 - 2007
Ameriquest Mortgage June 2004 - February 2005
SchoolsFirst Federal Credit Union June 2002 - June 2004
Jefferson Wells August 2000 - June 2002
KPMG 1998 - 2000
Skills
Microsoft Office, Structured Finance, Internal Audit, Strategic Planning, Business Strategy, Operations Management, SOX, Corporate Governance, Enterprise Risk..., Entrepreneurship, Financial Management, Corporate Finance, CMBS, MBS, Business Analytics, Risk Mitigation, Risk Assessment, Operational Risk, Operational Risk..., Financial Analysis, Financial Modeling, Management Consulting, MBA Finance, Goal Keeping Coach, CIA, Risk Management, Sarbanes-Oxley Act, Managerial Finance, Mortgage Lending, Credit, Banking, Auditing, Credit Analysis, Finance, Mergers & Acquisitions, Loans, Mortgage Banking, Portfolio Management, Commercial Lending, Asset Management, Leadership, Real Estate, Credit Risk, Strategy, Underwriting, Training, Financial Risk, Policy, Executive Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Entrepreneurship
California State University-Fullerton
BA, Finance
University of La Verne
Bryan M. Szilagyi's Jefferson Wells Experience January 2006 - February 2011
Job Regional Business Development Leader
Industry Management Consulting
Experience
McGladrey March 2011 - Present
Special Olympics Arizona, Inc. January 2012 - Present
Jefferson Wells January 2006 - February 2011
PRG - Profit Recovery Group 2000 - 2006
Loder, Drew & Associates 1997 - 2000
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
McGladrey March 2011 - Present
Special Olympics Arizona, Inc. January 2012 - Present
Jefferson Wells January 2006 - February 2011
PRG - Profit Recovery Group 2000 - 2006
Loder, Drew & Associates 1997 - 2000
Education
California State University-San Marcos - College of Business Administration 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Jamil Siddique's Jefferson Wells Experience February 2005 - February 2007
Job Director Information Security and Privacy at Afni
Industry Computer & Network Security
Experience
Afni April 2012 - Present
Press Ganey Associates May 2010 - February 2012
Brand Technology Services February 2007 - July 2008
Jefferson Wells February 2005 - February 2007
Sarcom 2002 - 2003
UNICON International 2000 - 2003
Skills
CISSP, Security, Penetration Testing, HIPAA, Network Security, CISA, IT Audit, Unix, IT Strategy, Integration, ISO 27001, SQL, Disaster Recovery, Windows, Vulnerability Assessment, Project Management, Security Architecture..., Information Security..., Information Security, Information Technology, Servers
Education
Assumption University 1995 — 1997
M.B.A, Management
NED University of Engineering and Technology 1985 — 1990
B.E, Computer Systems Engineering
Little Folks School
Afni April 2012 - Present
Press Ganey Associates May 2010 - February 2012
Brand Technology Services February 2007 - July 2008
Jefferson Wells February 2005 - February 2007
Sarcom 2002 - 2003
UNICON International 2000 - 2003
Skills
CISSP, Security, Penetration Testing, HIPAA, Network Security, CISA, IT Audit, Unix, IT Strategy, Integration, ISO 27001, SQL, Disaster Recovery, Windows, Vulnerability Assessment, Project Management, Security Architecture..., Information Security..., Information Security, Information Technology, Servers
Education
Assumption University 1995 — 1997
M.B.A, Management
NED University of Engineering and Technology 1985 — 1990
B.E, Computer Systems Engineering
Little Folks School
Rachel Naiman's Jefferson Wells Experience Senior AccountantErnst and YoungJanuary 2005 - February 2007
Job Internal Audit Engagement Manager at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Senior AccountantErnst and YoungJanuary 2005 - February 2007
Education
California State University-East Bay
Jefferson Wells Senior AccountantErnst and YoungJanuary 2005 - February 2007
Education
California State University-East Bay
Charla Nunez's Jefferson Wells Experience August 2004 - August 2007
Job at
Industry Financial Services
Experience
American Honda Finance Corp April 2013 - Present
American Honda Finance Corporation March 2011 - April 2013
American Honda Finance Corporation September 2007 - March 2011
Jefferson Wells August 2004 - August 2007
Jacobs Engineering Group Inc. 1993 - 2004
Southwest Marine, Inc. 1991 - 1993
Rockwell International, Inc. 1987 - 1991
Security Pacific National Bank 1978 - 1987
Skills
Program Management, Analysis, Strategic Planning, Coaching, Leadership Development, Microsoft Office, SOX, Customer Relations, Process Improvement, Audit, Sarbanes-Oxley Act, Team Building, Risk Management, Budgets, Event Planning, Change Management, Financial Analysis, Internal Controls
Education
California State University-Long Beach - College of Business Administration 1973 — 1981
BS Finance, Option in Financial Management
Long Beach Polytechnic 1970 — 1973
High school diploma
American Honda Finance Corp April 2013 - Present
American Honda Finance Corporation March 2011 - April 2013
American Honda Finance Corporation September 2007 - March 2011
Jefferson Wells August 2004 - August 2007
Jacobs Engineering Group Inc. 1993 - 2004
Southwest Marine, Inc. 1991 - 1993
Rockwell International, Inc. 1987 - 1991
Security Pacific National Bank 1978 - 1987
Skills
Program Management, Analysis, Strategic Planning, Coaching, Leadership Development, Microsoft Office, SOX, Customer Relations, Process Improvement, Audit, Sarbanes-Oxley Act, Team Building, Risk Management, Budgets, Event Planning, Change Management, Financial Analysis, Internal Controls
Education
California State University-Long Beach - College of Business Administration 1973 — 1981
BS Finance, Option in Financial Management
Long Beach Polytechnic 1970 — 1973
High school diploma
Sonal Dahiya's Jefferson Wells Experience April 2005 - July 2006
Job Director of Accounting at The Levy Group Limited
Industry Accounting
Experience
The Levy Group Limited April 2014 - Present
Matchbox Food Group July 2009 - April 2014
Metro Metro & Associates June 2007 - July 2009
Martini Park, LLC July 2006 - June 2007
Jefferson Wells April 2005 - July 2006
May Company 2004 - 2005
Palm Restaurants September 2002 - August 2004
Internap Network Services & CO Space 1999 - 2002
CO Space 1999 - 2000
PricewaterhouseCoopers June 1997 - October 1999
Skills
Financial Reporting, Internal Controls, Auditing, Financial Analysis, Analysis, GAAP, Internal Audit, Accounting, Sarbanes-Oxley Act, Finance, General Ledger, Cost Accounting, Financial Accounting, Tax, SEC filings, Financial Audits, Accounts Payable
Education
Boston University Questrom School of Business 1997 — 1999
MBA, Accounting
Tufts University 1993 — 1997
Deerfield Academy
The Levy Group Limited April 2014 - Present
Matchbox Food Group July 2009 - April 2014
Metro Metro & Associates June 2007 - July 2009
Martini Park, LLC July 2006 - June 2007
Jefferson Wells April 2005 - July 2006
May Company 2004 - 2005
Palm Restaurants September 2002 - August 2004
Internap Network Services & CO Space 1999 - 2002
CO Space 1999 - 2000
PricewaterhouseCoopers June 1997 - October 1999
Skills
Financial Reporting, Internal Controls, Auditing, Financial Analysis, Analysis, GAAP, Internal Audit, Accounting, Sarbanes-Oxley Act, Finance, General Ledger, Cost Accounting, Financial Accounting, Tax, SEC filings, Financial Audits, Accounts Payable
Education
Boston University Questrom School of Business 1997 — 1999
MBA, Accounting
Tufts University 1993 — 1997
Deerfield Academy
Donald Rozell, CPA,CFSA's Jefferson Wells Experience 1997 - 2007
Job Internal Auditor /Accountant
Industry Government Administration
Experience
DFAS May 2008 - Present
Defense Finance and Accounting Service (DFAS) 2008 - Present
Robet Half Management 2008 - 2008
JeffersonWells September 1997 - September 2007
Jefferson Wells 1997 - 2007
Jefferson Wells International 1997 - 2007
Professional Solutions, LLC 2004 - 2006
RBS/Citizens Financial Group 2004 - 2004
Federal Reserve Bank of Cleveland 1986 - 1994
Skills
Business Process..., Internal Controls, Internal Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Accounting, General Ledger, Cost Accounting, Financial Risk, Accounts Payable, Sarbanes-Oxley, Finance, Budgets, Process Improvement, Analysis, IT Audit, Risk Management
Education
Baldwin Wallace University 1983 — 1984
Executive MBA
Dyke College 1976 — 1982
BS, Accounting
DFAS May 2008 - Present
Defense Finance and Accounting Service (DFAS) 2008 - Present
Robet Half Management 2008 - 2008
JeffersonWells September 1997 - September 2007
Jefferson Wells 1997 - 2007
Jefferson Wells International 1997 - 2007
Professional Solutions, LLC 2004 - 2006
RBS/Citizens Financial Group 2004 - 2004
Federal Reserve Bank of Cleveland 1986 - 1994
Skills
Business Process..., Internal Controls, Internal Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Accounting, General Ledger, Cost Accounting, Financial Risk, Accounts Payable, Sarbanes-Oxley, Finance, Budgets, Process Improvement, Analysis, IT Audit, Risk Management
Education
Baldwin Wallace University 1983 — 1984
Executive MBA
Dyke College 1976 — 1982
BS, Accounting
John Reardon's Jefferson Wells Experience June 2004 - October 2013
Job Director, Assurance
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP October 2013 - Present
Jefferson Wells June 2004 - October 2013
Easley, McCaleb Associates, Inc. 2002 - 2004
UPS 2000 - 2002
Advanced Rehab 1995 - 2001
The Home Depot 1995 - 1996
Skills
Professional Services, Business Development, Financial Reporting, Business Process, Budgets, Start-ups, Management Consulting, Executive Management, Sales Operations, Project Management, Finance, Change Management, Process Improvement, Cross-functional Team..., Program Management, Internal Audit, Accounting, Due Diligence, Financial Analysis, Mentoring, Banking, Business Process..., Mergers, Enterprise Risk..., Strategic Planning, Risk Management, Financial Modeling, Management, Financial Services, Business Analysis, Contract Negotiation, Leadership, Forecasting, Salesforce.com, Acquisition Integration, ERP, Governance, Managerial Finance, Business Strategy, Strategy, Mergers & Acquisitions, CRM, Sarbanes-Oxley Act, Risk Assessment, New Business Development, Strategic Financial..., Go-to-market Strategy, Consulting, Account Management, Outsourcing
Education
Augusta State University - Hull College of Business MBA 1992 — 1994
Master of Business Administration (M.B.A.)
Augusta State University - Hull College of Business 1992 — 1993
Post Baccalaureate, Finance & Accounting
Augusta State University 1988 — 1992
Bachelor of Arts
Shamrock High School 1983 — 1988
Diploma
PricewaterhouseCoopers LLP October 2013 - Present
Jefferson Wells June 2004 - October 2013
Easley, McCaleb Associates, Inc. 2002 - 2004
UPS 2000 - 2002
Advanced Rehab 1995 - 2001
The Home Depot 1995 - 1996
Skills
Professional Services, Business Development, Financial Reporting, Business Process, Budgets, Start-ups, Management Consulting, Executive Management, Sales Operations, Project Management, Finance, Change Management, Process Improvement, Cross-functional Team..., Program Management, Internal Audit, Accounting, Due Diligence, Financial Analysis, Mentoring, Banking, Business Process..., Mergers, Enterprise Risk..., Strategic Planning, Risk Management, Financial Modeling, Management, Financial Services, Business Analysis, Contract Negotiation, Leadership, Forecasting, Salesforce.com, Acquisition Integration, ERP, Governance, Managerial Finance, Business Strategy, Strategy, Mergers & Acquisitions, CRM, Sarbanes-Oxley Act, Risk Assessment, New Business Development, Strategic Financial..., Go-to-market Strategy, Consulting, Account Management, Outsourcing
Education
Augusta State University - Hull College of Business MBA 1992 — 1994
Master of Business Administration (M.B.A.)
Augusta State University - Hull College of Business 1992 — 1993
Post Baccalaureate, Finance & Accounting
Augusta State University 1988 — 1992
Bachelor of Arts
Shamrock High School 1983 — 1988
Diploma
Tim Frazier's Jefferson Wells Experience July 2003 - September 2008
Job Chief Operating Officer at St. Paul's Senior Homes & Services
Industry Nonprofit Organization Management
Experience
St. Paul's Senior Services July 2014 - Present
Frazier & Associates January 2014 - Present
Horizon House January 2008 - December 2013
Qualis Health 2005 - 2013
CMHE 2004 - 2009
Jefferson Wells July 2003 - September 2008
Pacific Northwest Conference UCC 2002 - 2008
2degrees LLC December 2006 - November 2007
CoroWare October 2003 - March 2007
Seattle Symphony 2007 - 2007
Skills
Healthcare, SOX, Management Consulting, Non-profits, Administration, Process Improvement, Strategic Planning, Change Management, Risk Management, Team Building, Business Analysis, Business Strategy, Team Leadership, Cross-functional Team..., Problem Solving, Process Engineering, Mentoring, Business Process..., Organizational..., Coaching, Strategy Development, System Administration, Analysis, Vendor Management, Sarbanes-Oxley Act, Integration, Contract Negotiation, Financial Analysis, Strategy, Budgets, Project Management, Management, Program Management, Executive Management, Managerial Finance, Mergers & Acquisitions, Finance, Human Resources, Start-ups, Healthcare Information..., Nonprofits, Policy, Leadership, Entrepreneurship, Project Planning, Business Development, Business Planning, Healthcare Consulting, Training, Operations Management
Education
California State University-Northridge 1980 — 1985
MS, Accountancy
University of California, Los Angeles 1976 — 1980
BA, Economics
Claremont High School 1974 — 1976
HS Diploma
St. Paul's Senior Services July 2014 - Present
Frazier & Associates January 2014 - Present
Horizon House January 2008 - December 2013
Qualis Health 2005 - 2013
CMHE 2004 - 2009
Jefferson Wells July 2003 - September 2008
Pacific Northwest Conference UCC 2002 - 2008
2degrees LLC December 2006 - November 2007
CoroWare October 2003 - March 2007
Seattle Symphony 2007 - 2007
Skills
Healthcare, SOX, Management Consulting, Non-profits, Administration, Process Improvement, Strategic Planning, Change Management, Risk Management, Team Building, Business Analysis, Business Strategy, Team Leadership, Cross-functional Team..., Problem Solving, Process Engineering, Mentoring, Business Process..., Organizational..., Coaching, Strategy Development, System Administration, Analysis, Vendor Management, Sarbanes-Oxley Act, Integration, Contract Negotiation, Financial Analysis, Strategy, Budgets, Project Management, Management, Program Management, Executive Management, Managerial Finance, Mergers & Acquisitions, Finance, Human Resources, Start-ups, Healthcare Information..., Nonprofits, Policy, Leadership, Entrepreneurship, Project Planning, Business Development, Business Planning, Healthcare Consulting, Training, Operations Management
Education
California State University-Northridge 1980 — 1985
MS, Accountancy
University of California, Los Angeles 1976 — 1980
BA, Economics
Claremont High School 1974 — 1976
HS Diploma
Dr. Christina Bates's Jefferson Wells Experience 2004 - 2006
Job Independent Management Consultant to the US Army
Industry Management Consulting
Experience
Bates Consulting LLC (d/b/a C.M. Bates Consulting) May 2011 - Present
Large Management Consulting Firm December 2006 - April 2011
Wolters Kluwer 2006 - 2006
Jefferson Wells 2004 - 2006
Boutique Management Consulting Firm 2002 - 2004
FleetBoston Financial Corp. (n/k/a Bank of America) 2000 - 2002
Skills
Management Consulting, Process Improvement, Program Management, Integration, Training, Project Management, Strategic Planning, Change Management, Strategy, Risk Management, Government, Organizational Design, Security Clearance, Strategic Communications, Business Planning, Performance Management, Six Sigma, Business Strategy, Organizational..., Proposal Writing, Leadership Development, Business Process..., Governance, Visio, Talent Management, Leadership, Analysis, Policy, Management, Security, Team Building, Team Leadership, Operations Management, Business Transformation, Vendor Management, Business Analysis, Executive Management, Business Development, Start-ups
Education
Arizona State University 2003 — 2009
PhD, Communication (emphasis on Organizational Communication)
Boston University 1997 — 2001
MS, with distinction, Mass Communication
Boston University School of Law 1996 — 1999
JD
Boston College 1992 — 1996
BA, cum laude, Communication; Sociology
Bates Consulting LLC (d/b/a C.M. Bates Consulting) May 2011 - Present
Large Management Consulting Firm December 2006 - April 2011
Wolters Kluwer 2006 - 2006
Jefferson Wells 2004 - 2006
Boutique Management Consulting Firm 2002 - 2004
FleetBoston Financial Corp. (n/k/a Bank of America) 2000 - 2002
Skills
Management Consulting, Process Improvement, Program Management, Integration, Training, Project Management, Strategic Planning, Change Management, Strategy, Risk Management, Government, Organizational Design, Security Clearance, Strategic Communications, Business Planning, Performance Management, Six Sigma, Business Strategy, Organizational..., Proposal Writing, Leadership Development, Business Process..., Governance, Visio, Talent Management, Leadership, Analysis, Policy, Management, Security, Team Building, Team Leadership, Operations Management, Business Transformation, Vendor Management, Business Analysis, Executive Management, Business Development, Start-ups
Education
Arizona State University 2003 — 2009
PhD, Communication (emphasis on Organizational Communication)
Boston University 1997 — 2001
MS, with distinction, Mass Communication
Boston University School of Law 1996 — 1999
JD
Boston College 1992 — 1996
BA, cum laude, Communication; Sociology
Shawn Eaker's Jefferson Wells Experience 2004 - 2005
Job Healthcare Controller
Industry Hospital & Health Care
Experience
Ascension Health February 2010 - Present
Cardinal Health - Medicine Shoppe Pharmacies March 2006 - September 2009
Abengoa 2005 - 2006
Jefferson Wells 2004 - 2005
KV Pharmaceutical 2001 - 2005
Deloitte January 1996 - June 2000
Education
Washington University in St. Louis 2000 — 2002
EMBA
Lincoln Christian University 1991 — 1994
Master's Degree, Theology/Theological Studies
Eastern Illinois University 1986 — 1989
BS, Finance; Management and Economics
Aquinas Institute of Theology
Executive Ministry Leadership
Ascension Health February 2010 - Present
Cardinal Health - Medicine Shoppe Pharmacies March 2006 - September 2009
Abengoa 2005 - 2006
Jefferson Wells 2004 - 2005
KV Pharmaceutical 2001 - 2005
Deloitte January 1996 - June 2000
Education
Washington University in St. Louis 2000 — 2002
EMBA
Lincoln Christian University 1991 — 1994
Master's Degree, Theology/Theological Studies
Eastern Illinois University 1986 — 1989
BS, Finance; Management and Economics
Aquinas Institute of Theology
Executive Ministry Leadership
Themba Sidile's Jefferson Wells Experience Sr Financial AnalystNew York Presbyterian Hospital2010 - 2013
Job Professional at Jefferson Wells
Industry Financial Services
Experience
Jefferson Wells Sr Financial AnalystNew York Presbyterian Hospital2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
DTCC 2010 - 2010
Skills
Risk Management, Business Strategy, Accounting, Corporate Finance, Financial Analysis, Leadership, Trading, Financial Risk, Auditing, Finance, Financial Modeling, Management Consulting, Compliance, AML, SOX Compliancy, Real Estate, Loans, Lease Audit, Lease Administration, Project Management, Business Process..., Internal Controls, Sarbanes-Oxley Act
Education
Adelphi University
Msc, Finance
Peterhouse
hillcrest
Jefferson Wells Sr Financial AnalystNew York Presbyterian Hospital2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
New York Presbyterian Hospital 2010 - 2013
DTCC 2010 - 2010
Skills
Risk Management, Business Strategy, Accounting, Corporate Finance, Financial Analysis, Leadership, Trading, Financial Risk, Auditing, Finance, Financial Modeling, Management Consulting, Compliance, AML, SOX Compliancy, Real Estate, Loans, Lease Audit, Lease Administration, Project Management, Business Process..., Internal Controls, Sarbanes-Oxley Act
Education
Adelphi University
Msc, Finance
Peterhouse
hillcrest
Carie Herrick's Jefferson Wells Experience September 2001 - September 2003
Job Director Bankruptcy Administration Database Support at Adelphia Communications
Industry Telecommunications
Experience
Adelphia Communications September 2003 - Present
Jefferson Wells September 2001 - September 2003
Relera December 2000 - September 2001
ICG Communications May 2000 - December 2000
TCG (AT&T Local Services) August 1998 - May 2000
Northern Outfitters May 1995 - August 1998
Antarctic Support Associates December 1990 - May 1995
Skills
Process Improvement, Project Management, Analysis, Change Management, Program Management, Strategic Planning, Budgets, Management Consulting, Vendor Management, Team Building, Telecommunications, Cross-functional Team..., Team Leadership, Software Documentation, Integration, Databases, System Administration, Troubleshooting
Education
Boston University 2008 — 2010
MS, Computer Information Systems - Database Management & Business Intelligence
University of Northern Colorado 1986 — 1990
BA, Broadcast Journalism
Woodland Park High School 1982 — 1986
HS Diploma
Adelphia Communications September 2003 - Present
Jefferson Wells September 2001 - September 2003
Relera December 2000 - September 2001
ICG Communications May 2000 - December 2000
TCG (AT&T Local Services) August 1998 - May 2000
Northern Outfitters May 1995 - August 1998
Antarctic Support Associates December 1990 - May 1995
Skills
Process Improvement, Project Management, Analysis, Change Management, Program Management, Strategic Planning, Budgets, Management Consulting, Vendor Management, Team Building, Telecommunications, Cross-functional Team..., Team Leadership, Software Documentation, Integration, Databases, System Administration, Troubleshooting
Education
Boston University 2008 — 2010
MS, Computer Information Systems - Database Management & Business Intelligence
University of Northern Colorado 1986 — 1990
BA, Broadcast Journalism
Woodland Park High School 1982 — 1986
HS Diploma
Mirella DeVries's Jefferson Wells Experience January 2001 - September 2002
Job Lead 2nd Grade Teacher at The John Cooper School
Industry Primary/Secondary Education
Experience
The John Cooper School August 2013 - Present
The John Cooper School August 2011 - Present
The Woodlands Young Learners Academy October 2008 - July 2011
Jefferson Wells January 2001 - September 2002
SimplyDone Business Solutions July 2000 - January 2001
R E Harrington January 1999 - July 2000
TMP Worldwide May 1998 - November 1998
Enterprise Car Sales October 1990 - November 1997
Skills
EC-6 Certification, Community Outreach, Team Building, Sales, Program Development, Teaching, Business Development, Public Speaking, Strategic Planning, Classroom
Education
California State Polytechnic University-Pomona 1985 — 1990
BS, Marketing with emphasis in Professional Selling
Brea Olinda High School 1981 — 1985
The John Cooper School August 2013 - Present
The John Cooper School August 2011 - Present
The Woodlands Young Learners Academy October 2008 - July 2011
Jefferson Wells January 2001 - September 2002
SimplyDone Business Solutions July 2000 - January 2001
R E Harrington January 1999 - July 2000
TMP Worldwide May 1998 - November 1998
Enterprise Car Sales October 1990 - November 1997
Skills
EC-6 Certification, Community Outreach, Team Building, Sales, Program Development, Teaching, Business Development, Public Speaking, Strategic Planning, Classroom
Education
California State Polytechnic University-Pomona 1985 — 1990
BS, Marketing with emphasis in Professional Selling
Brea Olinda High School 1981 — 1985
Rachel Naiman's Jefferson Wells Experience Engagement ManagerJefferson Wells2007 - Present
Job Audit Manager at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Engagement ManagerJefferson Wells2007 - Present
Education
California State University-Hayward - School of Business and Economics
Jefferson Wells Engagement ManagerJefferson Wells2007 - Present
Education
California State University-Hayward - School of Business and Economics
Mark Jessup's Jefferson Wells Experience July 2004 - June 2007
Job Internal audit, fraud, SOX compliance professional
Industry Accounting
Experience
ExPro Resources 2007 - Present
Jefferson Wells July 2004 - June 2007
Jefferson Wells International 2004 - 2007
BCE Emergis 1999 - 2004
Invoicelink/BCE Emergis 1999 - 2003
APEX Analytix 1995 - 1998
Philip Morris 1984 - 1993
Skills
Fraud, Internal Audit, Investigation, SOX, Audit Committee, Audit, IT Audit, Fraud Prevention, Auditing, Accounting, Internal Controls, Compliance, Forensic Accounting, External Audit, SAS70, Fraud Investigations, Certified Fraud Examiner, Investigations, Compliance Audits, Risk, Risk Assessment, Operational Risk..., Litigation Support, Financial Control, Evidence, Prevention, Sarbanes-Oxley Act, CISA, Assurance, Financial Audits, COSO, US GAAP, CPA, SEC filings, GAAP, Financial Risk, Cost Accounting
Education
Augustana College 1977 — 1981
Bachelor of Arts (B.A.), Accounting / Business Administration
ExPro Resources 2007 - Present
Jefferson Wells July 2004 - June 2007
Jefferson Wells International 2004 - 2007
BCE Emergis 1999 - 2004
Invoicelink/BCE Emergis 1999 - 2003
APEX Analytix 1995 - 1998
Philip Morris 1984 - 1993
Skills
Fraud, Internal Audit, Investigation, SOX, Audit Committee, Audit, IT Audit, Fraud Prevention, Auditing, Accounting, Internal Controls, Compliance, Forensic Accounting, External Audit, SAS70, Fraud Investigations, Certified Fraud Examiner, Investigations, Compliance Audits, Risk, Risk Assessment, Operational Risk..., Litigation Support, Financial Control, Evidence, Prevention, Sarbanes-Oxley Act, CISA, Assurance, Financial Audits, COSO, US GAAP, CPA, SEC filings, GAAP, Financial Risk, Cost Accounting
Education
Augustana College 1977 — 1981
Bachelor of Arts (B.A.), Accounting / Business Administration
Michelle Search's Jefferson Wells Experience 2004 - Present
Job Director at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells 2004 - Present
Education
Boston University Questrom School of Business 1985 — 1989
Jefferson Wells 2004 - Present
Education
Boston University Questrom School of Business 1985 — 1989
Robert W Hahn Jr, CPA, MBA's Jefferson Wells Experience May 2004 - January 2005
Job Assistant Controller MPW Industrial Services, ICG Group
Industry Facilities Services
Experience
MPW Industrial Services August 2015 - Present
Star Leasing Company March 2013 - August 2015
IBM June 2010 - May 2012
Sterling Commerce November 2006 - May 2010
Fitch Inc January 2005 - November 2006
Jefferson Wells May 2004 - January 2005
The Columbus Dispatch June 1989 - May 2004
Columbus Chill Youth Hockey Association 1998 - 2004
Skills
Ohio CPA, active, Accounting, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Revenue Recognition, Budgets, Accounts Receivable, Macola Progression
Education
Capital University 2002 — 2004
Master of Business Administration (MBA), Business/Commerce, General
Austintown Fitch
Youngstown State University
BS in Business Administration, Accounting
MPW Industrial Services August 2015 - Present
Star Leasing Company March 2013 - August 2015
IBM June 2010 - May 2012
Sterling Commerce November 2006 - May 2010
Fitch Inc January 2005 - November 2006
Jefferson Wells May 2004 - January 2005
The Columbus Dispatch June 1989 - May 2004
Columbus Chill Youth Hockey Association 1998 - 2004
Skills
Ohio CPA, active, Accounting, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Revenue Recognition, Budgets, Accounts Receivable, Macola Progression
Education
Capital University 2002 — 2004
Master of Business Administration (MBA), Business/Commerce, General
Austintown Fitch
Youngstown State University
BS in Business Administration, Accounting
Barry Patrich's Jefferson Wells Experience March 2007 - June 2013
Job Consultant at Consultant
Industry Accounting
Experience
Consultant June 2013 - Present
Jefferson Wells March 2007 - June 2013
Experis Finance 2011 - 2013
RSM McGladrey February 2005 - February 2007
Citibank 1987 - 1997
Skills
Tax Advisory, Income Tax, International Tax, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Research, Tax Preparation, Auditing, Partnership Taxation, SEC filings, Internal Controls, Corporate Tax, Tax, Mergers & Acquisitions, Sales Tax, Tax Returns, Tax Law, Tax Accounting, US GAAP, Finance, Transfer Pricing, CPA, GAAP, Sarbanes-Oxley, Internal Audit, Property Tax, Big 4, Financial Services, Financial Reporting, Financial Audits, VAT, Financial Accounting, FAS109, Restructuring, Financial Planners, Accounting, IFRS, Financial Statements, Cash Flow, Strategic Financial..., Financial Analysis, General Ledger, FIN 48
Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting
Brooklyn Law School
Doctor of Law (JD), Taxation
Consultant June 2013 - Present
Jefferson Wells March 2007 - June 2013
Experis Finance 2011 - 2013
RSM McGladrey February 2005 - February 2007
Citibank 1987 - 1997
Skills
Tax Advisory, Income Tax, International Tax, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Research, Tax Preparation, Auditing, Partnership Taxation, SEC filings, Internal Controls, Corporate Tax, Tax, Mergers & Acquisitions, Sales Tax, Tax Returns, Tax Law, Tax Accounting, US GAAP, Finance, Transfer Pricing, CPA, GAAP, Sarbanes-Oxley, Internal Audit, Property Tax, Big 4, Financial Services, Financial Reporting, Financial Audits, VAT, Financial Accounting, FAS109, Restructuring, Financial Planners, Accounting, IFRS, Financial Statements, Cash Flow, Strategic Financial..., Financial Analysis, General Ledger, FIN 48
Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting
Brooklyn Law School
Doctor of Law (JD), Taxation
John C. Sullivan's Jefferson Wells Experience February 2002 - July 2004
Job Business Development Executive at SLI Corporate Solutions
Industry Management Consulting
Experience
SLI Corporate Solutions 2007 - Present
Surecomp 2006 - 2008
Jefferson Wells February 2002 - July 2004
Deloitte & Touche 1999 - 2001
Ernst & Young 1994 - 1999
Skills
Management Consulting, Business Process..., Enterprise Risk..., Professional Services, Sarbanes-Oxley Act, Risk Management, Business Development, Business Strategy, Internal Audit, Financial Risk, New Business Development, Strategic Planning, Strategy, Internal Controls, Mergers & Acquisitions, Financial Modeling, Finance, Due Diligence, Corporate Finance, Financial Services, Managerial Finance, Financial Analysis, Banking, Management
Education
Bentley University 1982 — 1986
Bachelor of Accountancy, Accounting and Finance
Bentley University 1982 — 1986
Accounatancy, Accounting and Finance
SLI Corporate Solutions 2007 - Present
Surecomp 2006 - 2008
Jefferson Wells February 2002 - July 2004
Deloitte & Touche 1999 - 2001
Ernst & Young 1994 - 1999
Skills
Management Consulting, Business Process..., Enterprise Risk..., Professional Services, Sarbanes-Oxley Act, Risk Management, Business Development, Business Strategy, Internal Audit, Financial Risk, New Business Development, Strategic Planning, Strategy, Internal Controls, Mergers & Acquisitions, Financial Modeling, Finance, Due Diligence, Corporate Finance, Financial Services, Managerial Finance, Financial Analysis, Banking, Management
Education
Bentley University 1982 — 1986
Bachelor of Accountancy, Accounting and Finance
Bentley University 1982 — 1986
Accounatancy, Accounting and Finance
Coy Wells's Jefferson Wells Experience March 2007 - March 2008
Job VP of Operations Surgical Care Affiliates (SEC Region)
Industry Hospital & Health Care
Experience
Surgical Care Affiliates May 2011 - Present
Surgical Care Affiliates March 2008 - October 2009
Jefferson Wells March 2007 - March 2008
HealthSouth 2005 - 2006
Skills
Finance, Revenue Cycle, Physician Relations, Healthcare Consulting, Healthcare Management, Healthcare, Managed Care, HIPAA, Process Improvement, Medicare, Healthcare Information..., Hospitals, Revenue Cycle Management, Physicians, Healthcare Industry, Medicaid, EHR, EMR, Ambulatory, Provider Relations
Education
Auburn University 1993 — 1997
Accounting and Finance
Surgical Care Affiliates May 2011 - Present
Surgical Care Affiliates March 2008 - October 2009
Jefferson Wells March 2007 - March 2008
HealthSouth 2005 - 2006
Skills
Finance, Revenue Cycle, Physician Relations, Healthcare Consulting, Healthcare Management, Healthcare, Managed Care, HIPAA, Process Improvement, Medicare, Healthcare Information..., Hospitals, Revenue Cycle Management, Physicians, Healthcare Industry, Medicaid, EHR, EMR, Ambulatory, Provider Relations
Education
Auburn University 1993 — 1997
Accounting and Finance
Chuntel McClought's Jefferson Wells Experience 2004 - 2005
Job Backbone GWO Training Lead at BP
Industry Oil & Energy
Experience
BP February 2014 - Present
BP July 2009 - January 2014
BP 2008 - 2009
Kelly IT Services February 2007 - July 2008
Jefferson Wells 2004 - 2005
Jefferson Wells 2004 - 2005
Skills
IT Audit, SAP, Sarbanes-Oxley Act, CISA, ERP, Procurement, SAP R/3, Business Process, SAP Implementation, Business Process..., Procure-to-Pay, Data Migration, PMO, SAP ERP, Oil, Supply Chain Management, Training Delivery, Project Management, Petroleum, SAP BW, SAP Netweaver, Business Analysis, Project Planning
Education
Arizona State University 2008 — 2008
Procurement and Supply Chain Professional Certificate
Louisiana State University in Shreveport 1986 — 1990
Bachelor of Science (BS), Computer Science
BP February 2014 - Present
BP July 2009 - January 2014
BP 2008 - 2009
Kelly IT Services February 2007 - July 2008
Jefferson Wells 2004 - 2005
Jefferson Wells 2004 - 2005
Skills
IT Audit, SAP, Sarbanes-Oxley Act, CISA, ERP, Procurement, SAP R/3, Business Process, SAP Implementation, Business Process..., Procure-to-Pay, Data Migration, PMO, SAP ERP, Oil, Supply Chain Management, Training Delivery, Project Management, Petroleum, SAP BW, SAP Netweaver, Business Analysis, Project Planning
Education
Arizona State University 2008 — 2008
Procurement and Supply Chain Professional Certificate
Louisiana State University in Shreveport 1986 — 1990
Bachelor of Science (BS), Computer Science
Chandru Shroff's Jefferson Wells Experience 2001 - 2009
Job Principal Accounting Officer / Director Finance
Industry Renewables & Environment
Experience
Quantum Technologies / Schneider Power Inc 2009 - Present
FFC 2009 - 2009
Jefferson Wells 2001 - 2009
Skills
Internal Audit, Sarbanes-Oxley Act, Mergers, Business Strategy, Risk Management, Financial Reporting, Accounting, Finance, Operations Management, Commercial Finance, Asset Based Lending, Strategic Financial..., Internal Controls, Commercial Banking, Financial Audits, Financial Accounting, Strategic Planning, Process Improvement, Financial Risk, ERP, Mergers & Acquisitions, Banking, Leadership, Corporate Finance, Budgets, Managerial Finance, Auditing, Business Process..., Cash Management, Sarbanes-Oxley, Financial Analysis, Revenue Recognition, Financial Modeling, Risk Assessment, IT Audit, Due Diligence, Enterprise Risk..., GAAP, US GAAP, Forecasting, Variance Analysis, SEC filings, Cash Flow, Cost Accounting, Analysis
Education
Aspen University 2007 — 2012
Master of Business Administration (M.B.A.), Finance and Management, GPA 3.95
Certified Public Accountant; Chartered Accountant 2002 — 2003
CPA (inactive), FCA, Accounting & Finance
St Xaviers College
Quantum Technologies / Schneider Power Inc 2009 - Present
FFC 2009 - 2009
Jefferson Wells 2001 - 2009
Skills
Internal Audit, Sarbanes-Oxley Act, Mergers, Business Strategy, Risk Management, Financial Reporting, Accounting, Finance, Operations Management, Commercial Finance, Asset Based Lending, Strategic Financial..., Internal Controls, Commercial Banking, Financial Audits, Financial Accounting, Strategic Planning, Process Improvement, Financial Risk, ERP, Mergers & Acquisitions, Banking, Leadership, Corporate Finance, Budgets, Managerial Finance, Auditing, Business Process..., Cash Management, Sarbanes-Oxley, Financial Analysis, Revenue Recognition, Financial Modeling, Risk Assessment, IT Audit, Due Diligence, Enterprise Risk..., GAAP, US GAAP, Forecasting, Variance Analysis, SEC filings, Cash Flow, Cost Accounting, Analysis
Education
Aspen University 2007 — 2012
Master of Business Administration (M.B.A.), Finance and Management, GPA 3.95
Certified Public Accountant; Chartered Accountant 2002 — 2003
CPA (inactive), FCA, Accounting & Finance
St Xaviers College
Evelyn Andersen's Jefferson Wells Experience January 2004 - January 2011
Job Senior Auditor/CPA
Industry Accounting
Experience
Time Warner Cable (formerly Insight Communications) February 2011 - June 2012
Jefferson Wells January 2004 - January 2011
Self-Employed January 1997 - January 2004
PNC Bank January 1987 - January 1997
Education
Indiana University Bloomington 1984 — 1987
Bachelor of Science, Business Administration
Baylor University 1982 — 1984
Business Administration - Marketing and Accounting
Time Warner Cable (formerly Insight Communications) February 2011 - June 2012
Jefferson Wells January 2004 - January 2011
Self-Employed January 1997 - January 2004
PNC Bank January 1987 - January 1997
Education
Indiana University Bloomington 1984 — 1987
Bachelor of Science, Business Administration
Baylor University 1982 — 1984
Business Administration - Marketing and Accounting
Dan Landsberg, CISA, CRISC, HCISPP's Jefferson Wells Experience 2004 - 2006
Job Senior IT Auditor at University of Washington
Industry Higher Education
Experience
University of Washington July 2008 - Present
RSM McGladrey 2006 - 2008
Jefferson Wells 2004 - 2006
Skills
IT Audit, PCI DSS, Risk Assessment, Information Security..., Sarbanes-Oxley Act, ISO 27001, Privacy Law, Risk Management, Security Audits, Process Improvement, Policy, SAS70, COBIT, Security, Enterprise Risk..., Information Technology, HIPAA, Internal Audit, Information Security, Business Continuity..., CISA, Governance, Computer Security, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona 1983 — 1985
California State University-Long Beach 1979 — 1981
BS, Business/Marketing
University of Washington July 2008 - Present
RSM McGladrey 2006 - 2008
Jefferson Wells 2004 - 2006
Skills
IT Audit, PCI DSS, Risk Assessment, Information Security..., Sarbanes-Oxley Act, ISO 27001, Privacy Law, Risk Management, Security Audits, Process Improvement, Policy, SAS70, COBIT, Security, Enterprise Risk..., Information Technology, HIPAA, Internal Audit, Information Security, Business Continuity..., CISA, Governance, Computer Security, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona 1983 — 1985
California State University-Long Beach 1979 — 1981
BS, Business/Marketing
Don Dykhoff's Jefferson Wells Experience April 2010 - September 2010
Job Director of Tax at Katun Corporation
Industry Accounting
Experience
Katun Corporation September 2010 - Present
Jefferson Wells April 2010 - September 2010
SoftBrands December 2008 - December 2009
MGI Pharma June 2007 - December 2008
Ernst & Young 2006 - 2007
Medtronic 1997 - 2006
KPMG 1994 - 1997
Skills
Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Forecasting, Mergers & Acquisitions, Auditing, Internal Controls, Process Improvement, Financial Modeling, SEC filings, Due Diligence, International Tax, Budgets, Tax Research, General Ledger, Cross-functional Team..., Managerial Finance, Corporate Tax, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBT
Augsburg College 1989 — 1993
BA, Accounting, Economics, MIS
Katun Corporation September 2010 - Present
Jefferson Wells April 2010 - September 2010
SoftBrands December 2008 - December 2009
MGI Pharma June 2007 - December 2008
Ernst & Young 2006 - 2007
Medtronic 1997 - 2006
KPMG 1994 - 1997
Skills
Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Forecasting, Mergers & Acquisitions, Auditing, Internal Controls, Process Improvement, Financial Modeling, SEC filings, Due Diligence, International Tax, Budgets, Tax Research, General Ledger, Cross-functional Team..., Managerial Finance, Corporate Tax, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBT
Augsburg College 1989 — 1993
BA, Accounting, Economics, MIS
Rachel Naiman's Jefferson Wells Experience 2007 - 2009
Job Senior Accounting Manager
Industry Accounting
Experience
Blackhawk Network 2009 - Present
Jefferson Wells 2007 - 2009
Ernst and Young 2005 - 2007
Skills
Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, GAAP, Accounting, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Revenue Recognition, Enterprise Risk..., Variance Analysis, Internal Audit, Forecasting
Education
California State University-Hayward - School of Business and Economics
Blackhawk Network 2009 - Present
Jefferson Wells 2007 - 2009
Ernst and Young 2005 - 2007
Skills
Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, GAAP, Accounting, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Revenue Recognition, Enterprise Risk..., Variance Analysis, Internal Audit, Forecasting
Education
California State University-Hayward - School of Business and Economics
Steven Stanford, CPA's Jefferson Wells Experience October 2000 - July 2001
Job Steven R. Stanford, CPA
Industry Accounting
Experience
Barton Black, CPA February 2013 - April 2014
Music in Motion August 2007 - December 2012
Dallas County Tax Assessor Collector July 2001 - August 2007
Jefferson Wells October 2000 - July 2001
Transamerica 1991 - 2000
Skills
Accounting, Financial Reporting, Investments, Integration, Financial Services, Sales, Management, Tax Preparation, Tax, Marketing, General Ledger, Internal Controls, Financial Statements, Finance, Customer Service, Account Reconciliation, Management Consulting, Insurance, Business Strategy, Financial Accounting, QuickBooks, PeopleSoft, Risk Management, Auditing, Cash Management, Budgets, Internal Audit, Banking, Contract Negotiation, Software Documentation, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Managerial Finance, Due Diligence, Payroll, Financial Modeling, Hyperion Enterprise, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Accounts Payable, Forecasting, Cost Accounting, Sarbanes-Oxley, Process Improvement, Analysis, CPA, Cash Flow
Education
Baylor University - Hankamer School of Business 1986 — 1990
Brownwood
Barton Black, CPA February 2013 - April 2014
Music in Motion August 2007 - December 2012
Dallas County Tax Assessor Collector July 2001 - August 2007
Jefferson Wells October 2000 - July 2001
Transamerica 1991 - 2000
Skills
Accounting, Financial Reporting, Investments, Integration, Financial Services, Sales, Management, Tax Preparation, Tax, Marketing, General Ledger, Internal Controls, Financial Statements, Finance, Customer Service, Account Reconciliation, Management Consulting, Insurance, Business Strategy, Financial Accounting, QuickBooks, PeopleSoft, Risk Management, Auditing, Cash Management, Budgets, Internal Audit, Banking, Contract Negotiation, Software Documentation, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Managerial Finance, Due Diligence, Payroll, Financial Modeling, Hyperion Enterprise, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Accounts Payable, Forecasting, Cost Accounting, Sarbanes-Oxley, Process Improvement, Analysis, CPA, Cash Flow
Education
Baylor University - Hankamer School of Business 1986 — 1990
Brownwood
Aamir Marvi's Jefferson Wells Experience June 2006 - November 2007
Job Director, Internal, Capital & IS Audits at New Jersey Transit
Industry Transportation/Trucking/Railroad
Experience
New Jersey Transit 2007 - Present
Jefferson Wells June 2006 - November 2007
AT&T June 1998 - November 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
University of Central Missouri 1983 — 1987
BSBA, Accounting and Computer Information Systems
New Jersey Transit 2007 - Present
Jefferson Wells June 2006 - November 2007
AT&T June 1998 - November 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
University of Central Missouri 1983 — 1987
BSBA, Accounting and Computer Information Systems
Dionne Battle, MPA, CSEP's Jefferson Wells Experience November 1998 - November 2003
Job Founder of Let’s Fo’kes, Incorporated and CEO of Plateau Event Productions, Inc.
Industry Events Services
Experience
Let’s Fo’kes, Incorporated January 2012 - Present
Plateau Event Productions Incorporated 2004 - Present
Horn Murdock Cole November 2003 - June 2007
Jefferson Wells November 1998 - November 2003
Skills
Event Planning, Event Management, Corporate Events, Management, Meeting Planning, Wedding Planning, Trade Shows, Parties, Private Events, Hospitality, Weddings, Public Relations, Social Media Marketing, Social Media, Business Process..., Entertainment, Coordinating Events, Accounting, Food & Beverage, Non-profits, Contract Negotiation, Social Networking, Catering, Budgets, Sales, Hospitality Management, Business Development, Market Research, Account Management, AV, Training, Proposal Writing, New Business Development, Leadership, Internal Controls, Fundraising, Market Planning, Holidays, Coordination, Entrepreneurship, Birthdays, Marketing, Nonprofits, Anniversaries, Event Producing, Floral Design
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Masters Public Administration, Public Administration/Management
Georgia State University 1986 — 1990
Bachelor of Business Administration, Management
Let’s Fo’kes, Incorporated January 2012 - Present
Plateau Event Productions Incorporated 2004 - Present
Horn Murdock Cole November 2003 - June 2007
Jefferson Wells November 1998 - November 2003
Skills
Event Planning, Event Management, Corporate Events, Management, Meeting Planning, Wedding Planning, Trade Shows, Parties, Private Events, Hospitality, Weddings, Public Relations, Social Media Marketing, Social Media, Business Process..., Entertainment, Coordinating Events, Accounting, Food & Beverage, Non-profits, Contract Negotiation, Social Networking, Catering, Budgets, Sales, Hospitality Management, Business Development, Market Research, Account Management, AV, Training, Proposal Writing, New Business Development, Leadership, Internal Controls, Fundraising, Market Planning, Holidays, Coordination, Entrepreneurship, Birthdays, Marketing, Nonprofits, Anniversaries, Event Producing, Floral Design
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Masters Public Administration, Public Administration/Management
Georgia State University 1986 — 1990
Bachelor of Business Administration, Management
Mary Lewers's Jefferson Wells Experience October 2006 - September 2009
Job at Marriott International
Industry Accounting
Experience
Marriott International September 2009 - Present
Jefferson Wells October 2006 - September 2009
Fannie Mae May 1983 - June 2005
Touche Ross July 1979 - May 1983
Skills
Financial Analysis
Education
American University - Kogod School of Business 1984 — 1987
MS
Virginia Polytechnic Institute and State University - Pamplin College of Business 1975 — 1979
BS
Marriott International September 2009 - Present
Jefferson Wells October 2006 - September 2009
Fannie Mae May 1983 - June 2005
Touche Ross July 1979 - May 1983
Skills
Financial Analysis
Education
American University - Kogod School of Business 1984 — 1987
MS
Virginia Polytechnic Institute and State University - Pamplin College of Business 1975 — 1979
BS
Jean Carhart, MBA, PMP, CISA's Jefferson Wells Experience February 2008 - December 2010
Job Sr. Project Manager at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies January 2011 - Present
Jefferson Wells February 2008 - December 2010
Computer Associates 1999 - 2007
CA 1999 - 2007
Vanstar 1997 - 1998
Skills
Project Portfolio..., Risk Management, Professional Services, Sarbanes-Oxley Act, Project Management, Enterprise Software, SAS70, PMP, PMO, IT Audit, SaaS, Program Management, Vendor Management, Risk Assessment, Cross-functional Team..., Business Process, Management, Leadership, IT Service Management, Pre-sales, Business Analysis, Disaster Recovery, Governance, Security, ITIL, Information Technology, Business Intelligence, IT Management, Integration, Enterprise Architecture, Outsourcing, Data Center, Solution Architecture, Requirements Analysis
Education
University of Nebraska-Lincoln
(in progress) Certificate in Business Analytics
Arizona State University, W. P. Carey School of Business 1991 — 1993
MBA, Emphasis in MIS
University of Nebraska-Lincoln 1981 — 1983
BS, Finance
CA Technologies January 2011 - Present
Jefferson Wells February 2008 - December 2010
Computer Associates 1999 - 2007
CA 1999 - 2007
Vanstar 1997 - 1998
Skills
Project Portfolio..., Risk Management, Professional Services, Sarbanes-Oxley Act, Project Management, Enterprise Software, SAS70, PMP, PMO, IT Audit, SaaS, Program Management, Vendor Management, Risk Assessment, Cross-functional Team..., Business Process, Management, Leadership, IT Service Management, Pre-sales, Business Analysis, Disaster Recovery, Governance, Security, ITIL, Information Technology, Business Intelligence, IT Management, Integration, Enterprise Architecture, Outsourcing, Data Center, Solution Architecture, Requirements Analysis
Education
University of Nebraska-Lincoln
(in progress) Certificate in Business Analytics
Arizona State University, W. P. Carey School of Business 1991 — 1993
MBA, Emphasis in MIS
University of Nebraska-Lincoln 1981 — 1983
BS, Finance
Mohammed Siddiqui, CPA, CA, CIA's Jefferson Wells Experience March 2004 - May 2005
Job Chief Operating Officer at Office of the Auditor General of Ontario
Industry Banking
Experience
Office of the Auditor General of Ontario June 2014 - Present
Etihad Audit Committee June 2010 - June 2015
Canada Deposit Insurance Corporation November 2011 - June 2014
Hydro Ottawa January 2006 - March 2011
Deloitte May 2005 - January 2006
Jefferson Wells March 2004 - May 2005
CCL Label 2004 - 2005
Emirates December 1981 - January 2004
Skills
Enterprise Risk..., Internal Audit, Risk Management, GRC, Sarbanes-Oxley Act, Governance, Risk Assessment, Financial Reporting, Finance, Self Assessment, Management, Internal Controls, Continuous Monitoring, Corporate Finance, Financial Risk, Management Consulting, Business Process..., Audit Committee, Process Improvement, Financial Analysis, Business Continuity, Managerial Finance, Auditing, Business Continuity..., Leadership, Financial Accounting, Strategic Planning, Accounting, Executive Management, COSO, IFRS, IT Audit, Corporate Governance, Financial Audits, CISA, External Audit, Operational Risk..., Assurance, Operational Risk, Sarbanes-Oxley, COBIT, SAS70, Fraud, Business Process, GAAP, Forensic Accounting, Due Diligence, Audit Management, Quality Auditing
Education
Chartered Professional Accountants of Ontario
CPA, CA
CIA Institute of Internal Auditors 1997 — 1997
CIA, Internal Auditing
CA Institute of Chartered Accountants India
FCA, Accounting and Auditing
Bangalore University 1972 — 1977
B Com, Accounting and Auditing
Hyderabad Public School HPS 1969 — 1971
India
Office of the Auditor General of Ontario June 2014 - Present
Etihad Audit Committee June 2010 - June 2015
Canada Deposit Insurance Corporation November 2011 - June 2014
Hydro Ottawa January 2006 - March 2011
Deloitte May 2005 - January 2006
Jefferson Wells March 2004 - May 2005
CCL Label 2004 - 2005
Emirates December 1981 - January 2004
Skills
Enterprise Risk..., Internal Audit, Risk Management, GRC, Sarbanes-Oxley Act, Governance, Risk Assessment, Financial Reporting, Finance, Self Assessment, Management, Internal Controls, Continuous Monitoring, Corporate Finance, Financial Risk, Management Consulting, Business Process..., Audit Committee, Process Improvement, Financial Analysis, Business Continuity, Managerial Finance, Auditing, Business Continuity..., Leadership, Financial Accounting, Strategic Planning, Accounting, Executive Management, COSO, IFRS, IT Audit, Corporate Governance, Financial Audits, CISA, External Audit, Operational Risk..., Assurance, Operational Risk, Sarbanes-Oxley, COBIT, SAS70, Fraud, Business Process, GAAP, Forensic Accounting, Due Diligence, Audit Management, Quality Auditing
Education
Chartered Professional Accountants of Ontario
CPA, CA
CIA Institute of Internal Auditors 1997 — 1997
CIA, Internal Auditing
CA Institute of Chartered Accountants India
FCA, Accounting and Auditing
Bangalore University 1972 — 1977
B Com, Accounting and Auditing
Hyderabad Public School HPS 1969 — 1971
India
LuAnn Bearman's Jefferson Wells Experience 2004 - 2007
Job Accounting Compliance Manager at LMI Aerospace, Inc.
Industry Airlines/Aviation
Experience
LMI Aerospace, Inc. November 2013 - Present
LMI Aerospace September 2007 - October 2013
Jefferson Wells 2004 - 2007
Bergman, Schraier & Co 1986 - 2004
MeraBank 1984 - 1986
Price Waterhouse 1981 - 1984
Skills
Financial Reporting, Manufacturing, Construction, Excel, Corporate Tax, SOX, SEC reporting, Internal Controls, Sarbanes-Oxley Act, Auditing, General Ledger, Tax, Accounting, SEC filings, Cash Flow, Microsoft Excel, Sarbanes-Oxley, Financial Accounting
Education
Arizona State University 1979 — 1981
BS, Accounting
LMI Aerospace, Inc. November 2013 - Present
LMI Aerospace September 2007 - October 2013
Jefferson Wells 2004 - 2007
Bergman, Schraier & Co 1986 - 2004
MeraBank 1984 - 1986
Price Waterhouse 1981 - 1984
Skills
Financial Reporting, Manufacturing, Construction, Excel, Corporate Tax, SOX, SEC reporting, Internal Controls, Sarbanes-Oxley Act, Auditing, General Ledger, Tax, Accounting, SEC filings, Cash Flow, Microsoft Excel, Sarbanes-Oxley, Financial Accounting
Education
Arizona State University 1979 — 1981
BS, Accounting
Barry Patrich's Jefferson Wells Experience March 2008 - Present
Job Director at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells March 2008 - Present
Jefferson Wells Corp 2008 - Present
Jefferson Wells Corp 2007 - Present
RSM McGladrey 2007 - 2008
Education
Adelphi University 1966 — 1969
BBA, Accounting
Jefferson Wells March 2008 - Present
Jefferson Wells Corp 2008 - Present
Jefferson Wells Corp 2007 - Present
RSM McGladrey 2007 - 2008
Education
Adelphi University 1966 — 1969
BBA, Accounting
Gil Bohene's Jefferson Wells Experience March 2001 - April 2002
Job Managing Principal
Industry Financial Services
Experience
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen April 2008 - December 2014
UHY Advisors March 2007 - April 2008
CBIZ MHM, LLC February 2003 - March 2007
Jefferson Wells March 2001 - April 2002
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management
Education
Auburn University 1986 — 1989
BSc, Business Financial Management
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen April 2008 - December 2014
UHY Advisors March 2007 - April 2008
CBIZ MHM, LLC February 2003 - March 2007
Jefferson Wells March 2001 - April 2002
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management
Education
Auburn University 1986 — 1989
BSc, Business Financial Management
Carl French's Jefferson Wells Experience May 2005 - May 2008
Job Senior Manager at Whirlpool Canada
Industry Consumer Services
Experience
Whirlpool Canada Senior Manager - Tax, CanadaWhirlpool Canada2008 - Present
Jefferson Wells May 2005 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Corporate Tax, US GAAP, Auditing, Tax
Education
University of Waterloo - St. Paul's University College 1991 — 1996
Macc, Accounting/Math
Whirlpool Canada Senior Manager - Tax, CanadaWhirlpool Canada2008 - Present
Jefferson Wells May 2005 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Corporate Tax, US GAAP, Auditing, Tax
Education
University of Waterloo - St. Paul's University College 1991 — 1996
Macc, Accounting/Math
Steve Aaronson's Jefferson Wells Experience 2006 - 2007
Job Director of Finance at eps Corp
Industry Oil & Energy
Experience
EPS Corp February 2009 - Present
Powerwave Technologies March 2007 - July 2008
Jefferson Wells 2006 - 2007
L3 Interstate Electronics Corp 1999 - 2006
El Pollo Loco 1994 - 1999
Education
Pepperdine University 1986 — 1987
MBA, Business Admin, Finance
California State University-Fullerton 1978 — 1981
BA, Business Admin, Finance / Marketing
EPS Corp February 2009 - Present
Powerwave Technologies March 2007 - July 2008
Jefferson Wells 2006 - 2007
L3 Interstate Electronics Corp 1999 - 2006
El Pollo Loco 1994 - 1999
Education
Pepperdine University 1986 — 1987
MBA, Business Admin, Finance
California State University-Fullerton 1978 — 1981
BA, Business Admin, Finance / Marketing
Gary Greenberg's Jefferson Wells Experience 1998 - 1999
Job President and CEO at Autospec, Inc.
Industry Automotive
Experience
Autospec, Inc. 1999 - Present
Crosstown Renegades April 2009 - Present
Jefferson Wells 1998 - 1999
IKON Document Services 1996 - 1998
Arthur Andersen LLP 1990 - 1996
Skills
Mergers, Due Diligence, Internal Audit, Negotiation, Accounting, Strategic Planning, Restructuring, Process Improvement, IPO, SEC reporting, Executive Management, Musician, Business Development, Finance, Mergers & Acquisitions, SEC filings, Budgets, Financial Analysis, Forecasting, Auditing, Banking, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Financial Reporting, Managerial Finance, Corporate Finance, Business Planning
Education
Baylor University 1985 — 1990
BBA, Accounting
Autospec, Inc. 1999 - Present
Crosstown Renegades April 2009 - Present
Jefferson Wells 1998 - 1999
IKON Document Services 1996 - 1998
Arthur Andersen LLP 1990 - 1996
Skills
Mergers, Due Diligence, Internal Audit, Negotiation, Accounting, Strategic Planning, Restructuring, Process Improvement, IPO, SEC reporting, Executive Management, Musician, Business Development, Finance, Mergers & Acquisitions, SEC filings, Budgets, Financial Analysis, Forecasting, Auditing, Banking, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Financial Reporting, Managerial Finance, Corporate Finance, Business Planning
Education
Baylor University 1985 — 1990
BBA, Accounting
Janine Amity, CFE's Jefferson Wells Experience March 2007 - August 2008
Job VP, Internal Audit
Industry Banking
Experience
Western Alliance Bancorporation December 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - December 2014
Republic Services Inc June 2009 - June 2011
Group Health Cooperative December 2008 - June 2009
Group Health Cooperative August 2008 - December 2008
Jefferson Wells March 2007 - August 2008
Countrywide Bank (Acquired by Bank of America) April 2006 - March 2007
Wells Fargo June 1997 - April 2006
Center Dance Ensemble August 2001 - February 2002
Skills
Innovation Management, Financial Risk..., Internal Audit..., Relationship Management, Building Relationships, Team Leadership, Team Building, Collaborative Problem..., Creative Problem Solving, Change Management, Leading Positive Change, Culture Change, Risk Management, Auditing, Finance, Process Improvement, Financial Risk, Management, Certified Fraud Examiner, Financial Accounting, Analysis, Sarbanes-Oxley Act, Accounting, Leadership, Internal Audit, Risk Assessment, Business Process..., Training, GAAP, Enterprise Risk..., Consulting, Managerial Finance, US GAAP, Banking, Financial Audits, Customer Service, Internal Controls, Budgets, Strategic Planning, Operational Risk, Fraud, IT Audit, Accounts Payable, Due Diligence, Forecasting
Education
Arizona State University 2000 — 2004
Bachelor of Science, Global Business Management
University of Arizona 1999 — 2000
Bachelors of Science, Psychology
American Musical and Dramatic Academy
Musical Theatre
Western Alliance Bancorporation December 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - December 2014
Republic Services Inc June 2009 - June 2011
Group Health Cooperative December 2008 - June 2009
Group Health Cooperative August 2008 - December 2008
Jefferson Wells March 2007 - August 2008
Countrywide Bank (Acquired by Bank of America) April 2006 - March 2007
Wells Fargo June 1997 - April 2006
Center Dance Ensemble August 2001 - February 2002
Skills
Innovation Management, Financial Risk..., Internal Audit..., Relationship Management, Building Relationships, Team Leadership, Team Building, Collaborative Problem..., Creative Problem Solving, Change Management, Leading Positive Change, Culture Change, Risk Management, Auditing, Finance, Process Improvement, Financial Risk, Management, Certified Fraud Examiner, Financial Accounting, Analysis, Sarbanes-Oxley Act, Accounting, Leadership, Internal Audit, Risk Assessment, Business Process..., Training, GAAP, Enterprise Risk..., Consulting, Managerial Finance, US GAAP, Banking, Financial Audits, Customer Service, Internal Controls, Budgets, Strategic Planning, Operational Risk, Fraud, IT Audit, Accounts Payable, Due Diligence, Forecasting
Education
Arizona State University 2000 — 2004
Bachelor of Science, Global Business Management
University of Arizona 1999 — 2000
Bachelors of Science, Psychology
American Musical and Dramatic Academy
Musical Theatre
Vaidhy Vaidyanathan's Jefferson Wells Experience January 2005 - August 2006
Job Marketing Planning Director CGBU at Oracle
Industry Computer Software
Experience
Oracle July 2014 - Present
Oracle March 2013 - July 2014
Oracle September 2010 - April 2013
Oracle September 2006 - August 2010
Jefferson Wells January 2005 - August 2006
Peac Infotech, Inc. June 1996 - December 2004
Independent Consultant August 1993 - June 1996
T&N Plc. July 1985 - March 1993
John Fowler India Ltd 1979 - 1985
Skills
Business Strategy, ERP, Product Management, Business Analysis, Forecasting, Cross-functional Team..., Process Improvement, Accounting, Strategic Planning, Start-ups, Auditing, Financial Reporting, Business Planning, Outsourcing, Management
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
M.B.A., Finance
Institute of Chartered Accountants of India 1972 — 1977
A.C.A, Accounting, Audit, Company Law
Madurai Kamaraj University 1969 — 1972
B.SC., Mathematics, Physics & Chemistry
Oracle July 2014 - Present
Oracle March 2013 - July 2014
Oracle September 2010 - April 2013
Oracle September 2006 - August 2010
Jefferson Wells January 2005 - August 2006
Peac Infotech, Inc. June 1996 - December 2004
Independent Consultant August 1993 - June 1996
T&N Plc. July 1985 - March 1993
John Fowler India Ltd 1979 - 1985
Skills
Business Strategy, ERP, Product Management, Business Analysis, Forecasting, Cross-functional Team..., Process Improvement, Accounting, Strategic Planning, Start-ups, Auditing, Financial Reporting, Business Planning, Outsourcing, Management
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
M.B.A., Finance
Institute of Chartered Accountants of India 1972 — 1977
A.C.A, Accounting, Audit, Company Law
Madurai Kamaraj University 1969 — 1972
B.SC., Mathematics, Physics & Chemistry
Pete Stoller's Jefferson Wells Experience August 2000 - January 2001
Job Chief Financial Officer at Colorado Coalition for the Homeless
Industry Nonprofit Organization Management
Experience
Colorado Coalition for the Homeless August 2015 - Present
Denver Health & Hospital Authority August 2003 - August 2015
CRC, Inc. June 2001 - August 2003
Parson Consulting January 2001 - April 2001
Jefferson Wells August 2000 - January 2001
Education
Bentley University 1986 — 1990
BS, Business Economics
Colorado Coalition for the Homeless August 2015 - Present
Denver Health & Hospital Authority August 2003 - August 2015
CRC, Inc. June 2001 - August 2003
Parson Consulting January 2001 - April 2001
Jefferson Wells August 2000 - January 2001
Education
Bentley University 1986 — 1990
BS, Business Economics
Jason Pisani, CPA's Jefferson Wells Experience June 2009 - December 2010
Job Senior Project Manager
Industry Accounting
Experience
New Hanover Regional Medical Center March 2012 - Present
Granite Services, Inc January 2011 - March 2012
Jefferson Wells June 2009 - December 2010
Altran-Control Solutions Inc November 2005 - June 2009
Time Warner Cable November 2004 - October 2005
aaiPharma, Inc September 2004 - October 2004
Deloitte & Touche, LLP October 2001 - August 2004
Skills
Risk Advisory, SOX, Financial Analysis, Internal Controls, Internal Audit, Financial Forecasting, Strategic Planning, Capital Budgeting
Education
University of North Carolina at Wilmington 2014 — 2016
Master of Business Administration (M.B.A.)
University at Buffalo 1997 — 2001
Bachelor of Science, Business Administration; Registered Accounting Program and Finance
Binghamton University 1996 — 1997
None
New Hanover Regional Medical Center March 2012 - Present
Granite Services, Inc January 2011 - March 2012
Jefferson Wells June 2009 - December 2010
Altran-Control Solutions Inc November 2005 - June 2009
Time Warner Cable November 2004 - October 2005
aaiPharma, Inc September 2004 - October 2004
Deloitte & Touche, LLP October 2001 - August 2004
Skills
Risk Advisory, SOX, Financial Analysis, Internal Controls, Internal Audit, Financial Forecasting, Strategic Planning, Capital Budgeting
Education
University of North Carolina at Wilmington 2014 — 2016
Master of Business Administration (M.B.A.)
University at Buffalo 1997 — 2001
Bachelor of Science, Business Administration; Registered Accounting Program and Finance
Binghamton University 1996 — 1997
None
Raymond Otto's Jefferson Wells Experience April 2003 - January 2011
Job Innovative Finance Executive managing and optimizing critical financial processes to drive business success
Industry Financial Services
Experience
Robert Half Management Resources January 2013 - April 2013
Forza, LLC August 2012 - January 2013
Protiviti March 2011 - July 2012
Jefferson Wells April 2003 - January 2011
AT&T Broadband (Comcast) February 2001 - February 2003
Attachmate 1997 - 2001
KeyCorp, Northwest Region, Seattle, Washingtion 1993 - 1997
Skills
Mergers, Process Improvement, Business Strategy, Managerial Finance, Internal Controls, Telecommunications, Executive Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Business Analysis, Project Management, ERP, Start-ups, Management Consulting, Finance, Management, Leadership, Auditing, Strategy, Financial Analysis, Analysis, Accounting, Risk Management, Business Process..., Internal Audit, Restructuring, Financial Modeling, Enterprise Risk..., Cost Accounting, Strategic Planning, Financial Reporting, Forecasting, Risk Assessment, Due Diligence, Budgets
Education
Brigham Young University
BS, Biological Sciences
Brigham Young University
Masters Science, Sciences
Willamette University
MBA
Robert Half Management Resources January 2013 - April 2013
Forza, LLC August 2012 - January 2013
Protiviti March 2011 - July 2012
Jefferson Wells April 2003 - January 2011
AT&T Broadband (Comcast) February 2001 - February 2003
Attachmate 1997 - 2001
KeyCorp, Northwest Region, Seattle, Washingtion 1993 - 1997
Skills
Mergers, Process Improvement, Business Strategy, Managerial Finance, Internal Controls, Telecommunications, Executive Management, Mergers & Acquisitions, Sarbanes-Oxley Act, Business Analysis, Project Management, ERP, Start-ups, Management Consulting, Finance, Management, Leadership, Auditing, Strategy, Financial Analysis, Analysis, Accounting, Risk Management, Business Process..., Internal Audit, Restructuring, Financial Modeling, Enterprise Risk..., Cost Accounting, Strategic Planning, Financial Reporting, Forecasting, Risk Assessment, Due Diligence, Budgets
Education
Brigham Young University
BS, Biological Sciences
Brigham Young University
Masters Science, Sciences
Willamette University
MBA
Garth Cooper's Jefferson Wells Experience 2004 - 2006
Job Business Owner at Garth's Wine Cellar
Industry Printing
Experience
Rita's Italian Ice November 2013 - Present
The Huntingdon Group February 2011 - Present
Garth's Wine Cellar September 2010 - Present
Sancoa International January 2006 - April 2012
The Huntingdon Group January 2003 - January 2006
Jefferson Wells 2004 - 2006
CSC Consulting February 2000 - February 2003
Campbell Soup Company April 1984 - January 2000
Franklin Computer March 1983 - March 1984
Durabla Manufacturing Co 1979 - 1983
Skills
IT Management, Financial Analysis, ERP, Outsourcing, Business Planning, Forecasting, Manufacturing, Mergers, Mergers & Acquisitions, Budgets, Accounting, Shared Services, Managerial Finance, Due Diligence, Business Intelligence, Process Improvement, Management, Finance, Sarbanes-Oxley Act
Education
Temple University - Fox School of Business and Management 1975 — 1977
BBA, Accounting & Computer Science
Bryn Athyn College of the New Church
Rita's Italian Ice November 2013 - Present
The Huntingdon Group February 2011 - Present
Garth's Wine Cellar September 2010 - Present
Sancoa International January 2006 - April 2012
The Huntingdon Group January 2003 - January 2006
Jefferson Wells 2004 - 2006
CSC Consulting February 2000 - February 2003
Campbell Soup Company April 1984 - January 2000
Franklin Computer March 1983 - March 1984
Durabla Manufacturing Co 1979 - 1983
Skills
IT Management, Financial Analysis, ERP, Outsourcing, Business Planning, Forecasting, Manufacturing, Mergers, Mergers & Acquisitions, Budgets, Accounting, Shared Services, Managerial Finance, Due Diligence, Business Intelligence, Process Improvement, Management, Finance, Sarbanes-Oxley Act
Education
Temple University - Fox School of Business and Management 1975 — 1977
BBA, Accounting & Computer Science
Bryn Athyn College of the New Church
Laura Byers's Jefferson Wells Experience 2002 - 2006
Job Compliance Analyst
Industry Accounting
Experience
Toshiba December 2013 - Present
Self Employed 2007 - Present
Toshiba 2010 - 2012
TCI 2009 - 2012
Grubb & Ellis 2011 - 2011
Jefferson Wells International 2002 - 2007
Jefferson Wells 2002 - 2006
Southern California Edison 2005 - 2005
Dreyer's Ice Cream 1994 - 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, Accounting, IT Audit, GAAP, Financial Accounting, Financial Analysis, Managerial Finance, Risk Assessment, Risk Management
Education
California State University-East Bay 1982 — 1994
B.S., Finance
Campolindo High School
Toshiba December 2013 - Present
Self Employed 2007 - Present
Toshiba 2010 - 2012
TCI 2009 - 2012
Grubb & Ellis 2011 - 2011
Jefferson Wells International 2002 - 2007
Jefferson Wells 2002 - 2006
Southern California Edison 2005 - 2005
Dreyer's Ice Cream 1994 - 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, Accounting, IT Audit, GAAP, Financial Accounting, Financial Analysis, Managerial Finance, Risk Assessment, Risk Management
Education
California State University-East Bay 1982 — 1994
B.S., Finance
Campolindo High School
Brad Mansker's Jefferson Wells Experience 2004 - 2006
Job Director of Operations at Doyon Government Group
Industry Accounting
Experience
Doyon Government Group March 2011 - Present
Fairway Ornamental Iron 2009 - 2011
Weinstein Riley, P.S. 2008 - 2009
Paint Sundries Solutions, Inc. 2006 - 2008
Jefferson Wells 2004 - 2006
BMC Accounting and Financial 1998 - 2004
Lunde Electric Co., Inc. 1999 - 2002
Global Aqua LLC. 1998 - 1999
Eastside Saw & Sales 1997 - 1998
Kueckelhan, Crutcher & Company 1994 - 1997
Skills
CPA, Strategic Financial..., SOX 404, External Audit, Budgeting, Financial Analysis, Financial Reporting, Cash Flow, Job Costing, Collective Bargaining, Risk Management, Government Contract..., Government Contract..., Labor Contract..., Government Contract..., Banking Relationships, Mergers & Acquisitions, Covenant Compliance, JD Edwards, Great Plains, Platinum, Peachtree, QuickBooks
Education
Western Washington University 1992 — 1994
Bachelor of Arts (B.A.), Accounting
Bellevue College 1991 — 1992
Associate of Arts (A.A.), Accounting
Doyon Government Group March 2011 - Present
Fairway Ornamental Iron 2009 - 2011
Weinstein Riley, P.S. 2008 - 2009
Paint Sundries Solutions, Inc. 2006 - 2008
Jefferson Wells 2004 - 2006
BMC Accounting and Financial 1998 - 2004
Lunde Electric Co., Inc. 1999 - 2002
Global Aqua LLC. 1998 - 1999
Eastside Saw & Sales 1997 - 1998
Kueckelhan, Crutcher & Company 1994 - 1997
Skills
CPA, Strategic Financial..., SOX 404, External Audit, Budgeting, Financial Analysis, Financial Reporting, Cash Flow, Job Costing, Collective Bargaining, Risk Management, Government Contract..., Government Contract..., Labor Contract..., Government Contract..., Banking Relationships, Mergers & Acquisitions, Covenant Compliance, JD Edwards, Great Plains, Platinum, Peachtree, QuickBooks
Education
Western Washington University 1992 — 1994
Bachelor of Arts (B.A.), Accounting
Bellevue College 1991 — 1992
Associate of Arts (A.A.), Accounting
Lynn Knipstein's Jefferson Wells Experience May 2008 - Present
Job Professional at Titus
Industry Management Consulting
Experience
Jefferson Wells May 2008 - Present
Titus March 2001 - Present
Banc One Corporation June 1975 - March 2001
Education
Butler University 1973 — 1975
MBA, Accounting Economics
Indiana University Bloomington 1968 — 1972
BS, Accounting Economics
Jefferson Wells May 2008 - Present
Titus March 2001 - Present
Banc One Corporation June 1975 - March 2001
Education
Butler University 1973 — 1975
MBA, Accounting Economics
Indiana University Bloomington 1968 — 1972
BS, Accounting Economics
Dee Anna Hulbert's Jefferson Wells Experience 2004 - 2006
Job Continuing an assignment at the Gates Foundation
Industry Philanthropy
Experience
Volt Workforce Solutions January 2015 - Present
PhenoPath Laboratories January 2012 - April 2014
Fred Hutchinson Cancer Research Center April 2010 - December 2011
Rosetta Inpharmatics August 2006 - August 2009
Merck & Co August 2006 - August 2009
Merck Research Laboratories August 2006 - August 2009
Jefferson Wells 2004 - 2006
Foster Pepper PLLC 2002 - 2004
Ryan, Swanson & Cleveland, PLLC 1999 - 2002
Puget Sound Business Journal 1998 - 1999
Skills
Event Planning, Travel, Excel, Scheduling, Coordination, PowerPoint, Word, Microsoft Office, Outlook, Customer Service, Budgeting, Non-profits, Editing, Accounting, SharePoint, Event Management, Teamwork, Writing, Database Administration, Social Media, Accounts Payable, Data Entry, Problem Solving, Microsoft Excel, Microsoft Word, Nonprofits, Office Management, Healthcare, Time Management, Recruiting, Human Resources, Administrative..., Training, Research, Biotechnology, Life Sciences, Administration, Communication
Education
Cosumnes River Community College 1986 — 1989
California State University-Sacramento 1986 — 1988
Communications
Volt Workforce Solutions January 2015 - Present
PhenoPath Laboratories January 2012 - April 2014
Fred Hutchinson Cancer Research Center April 2010 - December 2011
Rosetta Inpharmatics August 2006 - August 2009
Merck & Co August 2006 - August 2009
Merck Research Laboratories August 2006 - August 2009
Jefferson Wells 2004 - 2006
Foster Pepper PLLC 2002 - 2004
Ryan, Swanson & Cleveland, PLLC 1999 - 2002
Puget Sound Business Journal 1998 - 1999
Skills
Event Planning, Travel, Excel, Scheduling, Coordination, PowerPoint, Word, Microsoft Office, Outlook, Customer Service, Budgeting, Non-profits, Editing, Accounting, SharePoint, Event Management, Teamwork, Writing, Database Administration, Social Media, Accounts Payable, Data Entry, Problem Solving, Microsoft Excel, Microsoft Word, Nonprofits, Office Management, Healthcare, Time Management, Recruiting, Human Resources, Administrative..., Training, Research, Biotechnology, Life Sciences, Administration, Communication
Education
Cosumnes River Community College 1986 — 1989
California State University-Sacramento 1986 — 1988
Communications
Gil Bohene's Jefferson Wells Experience 2000 - 2001
Job Managing Principal at F.I.R.M.
Industry Financial Services
Experience
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen February 2008 - December 2014
UHY Advisors 2006 - 2008
Mayer Hoffman McCann P.C. 2002 - 2006
Jefferson Wells 2000 - 2001
First Virginia Banks Inc 1989 - 1999
Skills
Enterprise Risk..., Internal Audit, Financial Institutions, Information Security..., Information Technology, IT Audit, CISA, Assurance, Auditing, COSO, GAAP, Internal Controls, SAS70, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Financial Risk, Management
Education
Auburn University 1986 — 1989
Bachelor of Science, Business Financial Management
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen February 2008 - December 2014
UHY Advisors 2006 - 2008
Mayer Hoffman McCann P.C. 2002 - 2006
Jefferson Wells 2000 - 2001
First Virginia Banks Inc 1989 - 1999
Skills
Enterprise Risk..., Internal Audit, Financial Institutions, Information Security..., Information Technology, IT Audit, CISA, Assurance, Auditing, COSO, GAAP, Internal Controls, SAS70, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Financial Risk, Management
Education
Auburn University 1986 — 1989
Bachelor of Science, Business Financial Management
Subramaniam Rajendran's Jefferson Wells Experience February 2006 - October 2007
Job Financial Accounting & Reporting at Independent ConsultingSelf Employed
Industry Insurance
Experience
Independent Consulting-Self Employed March 2008 - Present
Commonwealth Annuity October 2007 - March 2008
Jefferson Wells February 2006 - October 2007
Zurich Insurance August 2004 - February 2006
AIG January 1999 - October 2003
Skills
Passed all four parts...
Education
Saint John's University 1993 — 1995
MBA, Accounting/Corp & Int'l Taxation
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Corp & Int'l Finance/Economics
Independent Consulting-Self Employed March 2008 - Present
Commonwealth Annuity October 2007 - March 2008
Jefferson Wells February 2006 - October 2007
Zurich Insurance August 2004 - February 2006
AIG January 1999 - October 2003
Skills
Passed all four parts...
Education
Saint John's University 1993 — 1995
MBA, Accounting/Corp & Int'l Taxation
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Corp & Int'l Finance/Economics
Kent L. Roberts's Jefferson Wells Experience 2000 - 2003
Job Contract Consultant at Solomon Edwards Group, LLC, Houston, Texas
Industry Financial Services
Experience
Accounting Principals October 2013 - January 2015
SolomonEdwardsGroup May 2012 - July 2014
Accounting Principles October 2011 - December 2011
Solomon Edwards Group, LLC, Houston, Texas October 2009 - May 2011
UHY Advisors 2004 - 2009
Jefferson Wells 2000 - 2003
Roberts and Roberts Associates 1994 - 1999
Century Companies of America 1992 - 1994
Bank One Texas, N.A./Bonnet Resource Corporation 1988 - 1992
PacifiCorp Credit, Inc. 1980 - 1987
Skills
Sarbanes-Oxley Act, Internal Audit, Financial Services, Auditing, Banking, Analysis, Internal Controls, Business Process..., Due Diligence, Management Consulting, Financial Risk, Financial Analysis
Education
Arizona State University
BA, Economics
Accounting Principals October 2013 - January 2015
SolomonEdwardsGroup May 2012 - July 2014
Accounting Principles October 2011 - December 2011
Solomon Edwards Group, LLC, Houston, Texas October 2009 - May 2011
UHY Advisors 2004 - 2009
Jefferson Wells 2000 - 2003
Roberts and Roberts Associates 1994 - 1999
Century Companies of America 1992 - 1994
Bank One Texas, N.A./Bonnet Resource Corporation 1988 - 1992
PacifiCorp Credit, Inc. 1980 - 1987
Skills
Sarbanes-Oxley Act, Internal Audit, Financial Services, Auditing, Banking, Analysis, Internal Controls, Business Process..., Due Diligence, Management Consulting, Financial Risk, Financial Analysis
Education
Arizona State University
BA, Economics
Joseph Kubit's Jefferson Wells Experience 1998 - 2001
Job Retired Assistant Treasurer at Shaker Heights City School District
Industry Education Management
Experience
Shaker Heights City School District Financial ConsultantJefferson Wells International
Jefferson Wells International 1998 - 2001
Jefferson Wells 1998 - 2001
Skills
Accounting, Internal Controls, Financial Reporting, Finance, Financial Analysis, Internal Audit, Auditing, Microsoft Excel, Non-profits, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Risk Management, Public Speaking
Education
Boston University 1970 — 1972
MBA - with Honors, Finiance
Massachusetts Institute of Technology 1966 — 1970
SB `, Aeronautics & Astronautics
Shaker Heights City School District Financial ConsultantJefferson Wells International
Jefferson Wells International 1998 - 2001
Jefferson Wells 1998 - 2001
Skills
Accounting, Internal Controls, Financial Reporting, Finance, Financial Analysis, Internal Audit, Auditing, Microsoft Excel, Non-profits, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Risk Management, Public Speaking
Education
Boston University 1970 — 1972
MBA - with Honors, Finiance
Massachusetts Institute of Technology 1966 — 1970
SB `, Aeronautics & Astronautics
Trace Johnson's Jefferson Wells Experience March 2004 - July 2006
Job Sr. Corporate Treasury Manager at Infor
Industry Financial Services
Experience
Infor November 2011 - Present
Infor June 2008 - November 2011
Infinity Property & Casualty Corporation July 2006 - March 2008
Jefferson Wells March 2004 - July 2006
Education Management Corporation September 2001 - March 2004
PwCES (a division of PricewaterhouseCoopers) February 2000 - September 2001
Skills
Financial Analysis, Financial Services, Treasury Management, Analysis, Risk Management, Internal Audit, Process Improvement, Forecasting, Cash Management, Banking, Treasury, Accounts Payable, Working Capital...
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2002
MBA
Bowling Green State University 1996 — 1998
BAC
Mesa Community College 1994 — 1996
Associate of Arts
Infor November 2011 - Present
Infor June 2008 - November 2011
Infinity Property & Casualty Corporation July 2006 - March 2008
Jefferson Wells March 2004 - July 2006
Education Management Corporation September 2001 - March 2004
PwCES (a division of PricewaterhouseCoopers) February 2000 - September 2001
Skills
Financial Analysis, Financial Services, Treasury Management, Analysis, Risk Management, Internal Audit, Process Improvement, Forecasting, Cash Management, Banking, Treasury, Accounts Payable, Working Capital...
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2002
MBA
Bowling Green State University 1996 — 1998
BAC
Mesa Community College 1994 — 1996
Associate of Arts
William Broman CIA, CRP, CFSA's Jefferson Wells Experience October 1997 - March 2010
Job Examiner at Consumer Financial Protection Bureau
Industry Accounting
Experience
Consumer Financial Protection Bureau September 2013 - Present
Experis Finance (formerly Jefferson Wells) July 2013 - Present
Self employed April 2012 - December 2012
Adams Harris, Inc. September 2011 - April 2012
BIK & Co, LLP March 2010 - May 2011
Jefferson Wells October 1997 - March 2010
Harris Bank 1994 - 1997
Suburban Bancorp 1988 - 1994
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Risk Assessment, Governance, Financial Risk, SAS70, Operational Risk..., IT Audit, Financial Services, Banking, Finance
Education
Keller Graduate School of Management of DeVry University 1980 — 1983
MBA, Finance
Bradley University 1964 — 1969
BS, General business
Consumer Financial Protection Bureau September 2013 - Present
Experis Finance (formerly Jefferson Wells) July 2013 - Present
Self employed April 2012 - December 2012
Adams Harris, Inc. September 2011 - April 2012
BIK & Co, LLP March 2010 - May 2011
Jefferson Wells October 1997 - March 2010
Harris Bank 1994 - 1997
Suburban Bancorp 1988 - 1994
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Risk Assessment, Governance, Financial Risk, SAS70, Operational Risk..., IT Audit, Financial Services, Banking, Finance
Education
Keller Graduate School of Management of DeVry University 1980 — 1983
MBA, Finance
Bradley University 1964 — 1969
BS, General business
Joe Hale's Jefferson Wells Experience June 2004 - March 2010
Job CPA, Oil and Gas Industry
Industry Accounting
toni counts rose's Jefferson Wells Experience August 2005 - June 2006
Job Corporate Auditor at Edison International
Industry Utilities
Experience
Edison International 2006 - Present
Southern California Edison August 2005 - Present
Jefferson Wells August 2005 - June 2006
Poly-Flow Engineering September 1995 - August 2004
Skills
Lifestyle Coaching, Wellness Coaching, Budgeting, Process Improvement, Accounting, Financial Analysis, Financial Reporting, Business Process..., Auditing, Risk Management, Strategic Planning, SAP, Internal Audit, Project Management, Energy, Sarbanes-Oxley Act, Spiritual Practitoner, Member of Toastmasters, Toastmasters, Employees Resource..., Certified Fraud Examiner, Corporate Fraud, Youth Mentoring, Professional Mentoring, Fundraising, Safety Committee, Fundraisers Chairperson, Board Treasurer, Treasurers, Interpersonal..., Interviewing Skills, Bookkeeping, Budgets, Internal Controls, Sarbanes-Oxley, Enterprise Risk...
Education
Certified Fraud Examiner 2011 — 2011
California Institute of Technology 2009 — 2009
Project Management certificate, Project Management
University of Phoenix 1993 — 1995
BA, MBA, Accounting/Business
Edison International 2006 - Present
Southern California Edison August 2005 - Present
Jefferson Wells August 2005 - June 2006
Poly-Flow Engineering September 1995 - August 2004
Skills
Lifestyle Coaching, Wellness Coaching, Budgeting, Process Improvement, Accounting, Financial Analysis, Financial Reporting, Business Process..., Auditing, Risk Management, Strategic Planning, SAP, Internal Audit, Project Management, Energy, Sarbanes-Oxley Act, Spiritual Practitoner, Member of Toastmasters, Toastmasters, Employees Resource..., Certified Fraud Examiner, Corporate Fraud, Youth Mentoring, Professional Mentoring, Fundraising, Safety Committee, Fundraisers Chairperson, Board Treasurer, Treasurers, Interpersonal..., Interviewing Skills, Bookkeeping, Budgets, Internal Controls, Sarbanes-Oxley, Enterprise Risk...
Education
Certified Fraud Examiner 2011 — 2011
California Institute of Technology 2009 — 2009
Project Management certificate, Project Management
University of Phoenix 1993 — 1995
BA, MBA, Accounting/Business
Juanita Harbin's Jefferson Wells Experience October 2003 - December 2004
Job Controller at SightLine Health
Industry Hospital & Health Care
Experience
SightLine Health June 2012 - Present
Wrist USA September 2010 - July 2012
Highway Technologies January 2007 - August 2010
United Rentals December 2004 - January 2007
Jefferson Wells October 2003 - December 2004
Mir Fox & Rodriguez, P 1998 - October 2003
Skills
Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Reporting, Internal Controls, Accounts Payable, Accounting, Financial Analysis, Accounts Receivable, Auditing, Budget, Forecasting, General Ledger, Payroll, Inventory Management, Budgets, Tax, Management, Analysis, Finance, Account Reconciliation, Cash Flow, Cost Accounting, Financial Accounting, Process Improvement, PeopleSoft, Project Management, QuickBooks, Variance Analysis
Education
Amberton University 2008 — 2010
MBA, Business
The University of Texas at Austin 1983 — 1987
BBA, Accounting
SightLine Health June 2012 - Present
Wrist USA September 2010 - July 2012
Highway Technologies January 2007 - August 2010
United Rentals December 2004 - January 2007
Jefferson Wells October 2003 - December 2004
Mir Fox & Rodriguez, P 1998 - October 2003
Skills
Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Reporting, Internal Controls, Accounts Payable, Accounting, Financial Analysis, Accounts Receivable, Auditing, Budget, Forecasting, General Ledger, Payroll, Inventory Management, Budgets, Tax, Management, Analysis, Finance, Account Reconciliation, Cash Flow, Cost Accounting, Financial Accounting, Process Improvement, PeopleSoft, Project Management, QuickBooks, Variance Analysis
Education
Amberton University 2008 — 2010
MBA, Business
The University of Texas at Austin 1983 — 1987
BBA, Accounting
James Foreman's Jefferson Wells Experience February 2008 - April 2010
Job Account Sales Manager at Red Bull
Industry Accounting
Experience
Red Bull August 2010 - Present
Jefferson Wells February 2008 - April 2010
Macy's West November 2003 - February 2008
Skills
Retail, Microsoft Excel, Market Research, Sales, PowerPoint, Marketing, Forecasting, Customer Service, Microsoft Office, Microsoft Word, Marketing Strategy, Data Analysis, Account Management, Event Management, Management, Customer Satisfaction, Marketing Communications, Online Marketing, Social Media Marketing, Public Relations, Competitive Analysis, Social Media, Merchandising, Budgets, Cross-functional Team..., Sales Management, Salesforce.com, Social Networking, Sales Operations, Team Leadership, Direct Marketing, Event Planning, Leadership, Public Speaking, Advertising, Analysis, Brand Management, Business Development, Direct Sales, Email Marketing, Facebook, Market Planning, Marketing Management, New Business Development, Online Advertising, Pricing, Process Improvement, Product Marketing, Sales Process, Time Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2010
Bachelors, Marketing
California State University-Fullerton
Red Bull August 2010 - Present
Jefferson Wells February 2008 - April 2010
Macy's West November 2003 - February 2008
Skills
Retail, Microsoft Excel, Market Research, Sales, PowerPoint, Marketing, Forecasting, Customer Service, Microsoft Office, Microsoft Word, Marketing Strategy, Data Analysis, Account Management, Event Management, Management, Customer Satisfaction, Marketing Communications, Online Marketing, Social Media Marketing, Public Relations, Competitive Analysis, Social Media, Merchandising, Budgets, Cross-functional Team..., Sales Management, Salesforce.com, Social Networking, Sales Operations, Team Leadership, Direct Marketing, Event Planning, Leadership, Public Speaking, Advertising, Analysis, Brand Management, Business Development, Direct Sales, Email Marketing, Facebook, Market Planning, Marketing Management, New Business Development, Online Advertising, Pricing, Process Improvement, Product Marketing, Sales Process, Time Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2010
Bachelors, Marketing
California State University-Fullerton
Heather Line's Jefferson Wells Experience June 2007 - January 2008
Job Compliance Specialist at The Utah Credit Union Association
Industry Financial Services
Experience
Utah Credit Union Association January 2010 - Present
Icon Credit Union March 2008 - June 2009
Jefferson Wells June 2007 - January 2008
Home Federal Bank March 2002 - May 2007
Skills
Loans, Credit Unions, Training, Banking, Consumer Lending, Credit, Risk Management
Education
Brigham Young University 1990 — 1993
B.A., English
Utah Credit Union Association January 2010 - Present
Icon Credit Union March 2008 - June 2009
Jefferson Wells June 2007 - January 2008
Home Federal Bank March 2002 - May 2007
Skills
Loans, Credit Unions, Training, Banking, Consumer Lending, Credit, Risk Management
Education
Brigham Young University 1990 — 1993
B.A., English
John Sitler's Jefferson Wells Experience January 1999 - November 2005
Job Controller at SaintGobain
Industry Building Materials
Experience
Saint-Gobain 2005 - Present
Jefferson Wells January 1999 - November 2005
Gardner Denver 2000 - 2005
Education
Clayton State University 2007 — 2009
MBA, Finance & Logistics
American University 1977 — 1979
BSBA, Accounting
Saint-Gobain 2005 - Present
Jefferson Wells January 1999 - November 2005
Gardner Denver 2000 - 2005
Education
Clayton State University 2007 — 2009
MBA, Finance & Logistics
American University 1977 — 1979
BSBA, Accounting
Yuliya Colvin's Jefferson Wells Experience November 2005 - January 2010
Job Realtor at Weichert Realtors The Griffin Company
Industry Real Estate
Experience
Weichert Realtors The Griffin Company June 2013 - Present
Rausch Coleman Homes September 2010 - June 2013
Key Bookkeeping Solutions June 2008 - December 2010
Toyota Financial Services January 2010 - August 2010
Jefferson Wells November 2005 - January 2010
Skills
Languages, English, Russian, Real Estate, Small Business, Selling, Investment Properties, Negotiation, Real Estate Transactions, Referrals, Residential Homes, New Home Sales, First Time Home Buyers, Sellers, Buyers, Single Family Homes, Relocation, Foreclosures, Real Estate Development, New Homes, Commercial Real Estate, Condos
Education
Real Estate Education Center 2010 — 2010
Real Estate License, Real Estate
World Wide School of Ministry 2003 — 2010
Ministerial, Ministry
Arizona State University West 1999 — 2000
B.S., Accountancy
Regent University
Worked towards Masters of Arts - Practical Theology
Weichert Realtors The Griffin Company June 2013 - Present
Rausch Coleman Homes September 2010 - June 2013
Key Bookkeeping Solutions June 2008 - December 2010
Toyota Financial Services January 2010 - August 2010
Jefferson Wells November 2005 - January 2010
Skills
Languages, English, Russian, Real Estate, Small Business, Selling, Investment Properties, Negotiation, Real Estate Transactions, Referrals, Residential Homes, New Home Sales, First Time Home Buyers, Sellers, Buyers, Single Family Homes, Relocation, Foreclosures, Real Estate Development, New Homes, Commercial Real Estate, Condos
Education
Real Estate Education Center 2010 — 2010
Real Estate License, Real Estate
World Wide School of Ministry 2003 — 2010
Ministerial, Ministry
Arizona State University West 1999 — 2000
B.S., Accountancy
Regent University
Worked towards Masters of Arts - Practical Theology
Peter Engelbrecht's Jefferson Wells Experience March 2000 - January 2002
Job President/Owner at Speedy Sneakers Racing
Industry Events Services
Experience
Speedy Sneakers Racing March 2010 - Present
Pacer International November 2010 - June 2013
BMW Financial Services February 2002 - May 2010
Jefferson Wells March 2000 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Auditing, Internal Audit, Sarbanes-Oxley, Enterprise Risk..., Risk Management, Governance, Financial Reporting, Accounting, Process Improvement
Education
Abilene Christian University 1992 — 1996
BBA, Finance
Speedy Sneakers Racing March 2010 - Present
Pacer International November 2010 - June 2013
BMW Financial Services February 2002 - May 2010
Jefferson Wells March 2000 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Auditing, Internal Audit, Sarbanes-Oxley, Enterprise Risk..., Risk Management, Governance, Financial Reporting, Accounting, Process Improvement
Education
Abilene Christian University 1992 — 1996
BBA, Finance
April Baclawski, CPA's Jefferson Wells Experience December 2010 - September 2011
Job Student at Red Rocks Community College
Industry Hospital & Health Care
Experience
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Gina Swisher's Jefferson Wells Experience December 1999 - March 2007
Job Controller
Industry Construction
Experience
JPMorgan Chase February 2013 - Present
Resources Global Professionals May 2011 - January 2013
Settle Muter Electric, Ltd March 2007 - April 2011
Jefferson Wells December 1999 - March 2007
The Limited August 1996 - November 1999
Advanced Drainage Systems, Inc. March 1993 - August 1996
Education
Capital University 1990 — 1996
BS, Accounting
Ohio Wesleyan University 1984 — 1988
BA, Psychology
JPMorgan Chase February 2013 - Present
Resources Global Professionals May 2011 - January 2013
Settle Muter Electric, Ltd March 2007 - April 2011
Jefferson Wells December 1999 - March 2007
The Limited August 1996 - November 1999
Advanced Drainage Systems, Inc. March 1993 - August 1996
Education
Capital University 1990 — 1996
BS, Accounting
Ohio Wesleyan University 1984 — 1988
BA, Psychology
Gary Pepera's Jefferson Wells Experience 1997 - 2002
Job SVP, Director, Program Management Office (PMO) for Commercial Banking at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2014 - Present
RBS Citizens N.A. (Division of Royal Bank of Scotland) 2008 - 2014
Citizens Bank (Division of Royal Bank of Scotland) 2006 - 2008
Charter One Bank 2002 - 2006
Jefferson Wells 1997 - 2002
KeyBank 1992 - 1997
Skills
Credit, Financial Services, Risk Management, Banking, Portfolio Management, Analysis, Business Analysis, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Executive Management, Financial Analysis, Financial Risk, Internal Audit, Loans, Mergers, Mortgage Lending, Process Improvement, Relationship Management, Retail Banking, Strategic Financial..., Strategy, Treasury Management, Vendor Management
Education
Baldwin-Wallace College 1992 — 1994
MBA, Management
Babson College
Advanced Leadership Development Program
Baldwin-Wallace College
BA, Finance and Systems Management
Citizens Financial Group, Inc. 2014 - Present
RBS Citizens N.A. (Division of Royal Bank of Scotland) 2008 - 2014
Citizens Bank (Division of Royal Bank of Scotland) 2006 - 2008
Charter One Bank 2002 - 2006
Jefferson Wells 1997 - 2002
KeyBank 1992 - 1997
Skills
Credit, Financial Services, Risk Management, Banking, Portfolio Management, Analysis, Business Analysis, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Due Diligence, Enterprise Risk..., Executive Management, Financial Analysis, Financial Risk, Internal Audit, Loans, Mergers, Mortgage Lending, Process Improvement, Relationship Management, Retail Banking, Strategic Financial..., Strategy, Treasury Management, Vendor Management
Education
Baldwin-Wallace College 1992 — 1994
MBA, Management
Babson College
Advanced Leadership Development Program
Baldwin-Wallace College
BA, Finance and Systems Management
Susan Richardson's Jefferson Wells Experience June 1999 - March 2001
Job Vice President at State Street Alternative Investment Solutions
Industry Investment Management
Experience
State Street Alternative Investment Solutions April 2013 - Present
Morgan Stanley April 2002 - March 2013
Lend Lease Real Estate Investments 1997 - 2003
Jefferson Wells June 1999 - March 2001
Equitable Real Estate Investment Management 1991 - 1997
Habif, Arogeti & Wynne,LLP January 1987 - June 1990
Education
Auburn University 1981 — 1986
Bachelor's of Science, Accounting
State Street Alternative Investment Solutions April 2013 - Present
Morgan Stanley April 2002 - March 2013
Lend Lease Real Estate Investments 1997 - 2003
Jefferson Wells June 1999 - March 2001
Equitable Real Estate Investment Management 1991 - 1997
Habif, Arogeti & Wynne,LLP January 1987 - June 1990
Education
Auburn University 1981 — 1986
Bachelor's of Science, Accounting
Thompson Jill's Jefferson Wells Experience July 2002 - December 2006
Job MCIS CC&B System Implementation Risk & Controls
Industry Utilities
Experience
Alliant Energy 2013 - Present
Alliant Energy January 2009 - 2013
Alliant Energy June 2007 - January 2009
Jefferson Wells July 2002 - December 2006
Jefferson wells August 1997 - June 2001
Carter's OshKosh B'gosh August 1994 - October 1996
Marshall & Ilsley June 1988 - August 1994
Skills
Business Process..., Business Analysis, Financial Analysis, Financial Modeling, Program Management, PeopleSoft, Project Management, Forecasting, Vendor Management, SDLC, Mergers
Education
UW-Whitewater 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Finance
Brooks College 1980 — 1981
Associate of Arts (AA), Fashion Merchandising
Alliant Energy 2013 - Present
Alliant Energy January 2009 - 2013
Alliant Energy June 2007 - January 2009
Jefferson Wells July 2002 - December 2006
Jefferson wells August 1997 - June 2001
Carter's OshKosh B'gosh August 1994 - October 1996
Marshall & Ilsley June 1988 - August 1994
Skills
Business Process..., Business Analysis, Financial Analysis, Financial Modeling, Program Management, PeopleSoft, Project Management, Forecasting, Vendor Management, SDLC, Mergers
Education
UW-Whitewater 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Finance
Brooks College 1980 — 1981
Associate of Arts (AA), Fashion Merchandising
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY