Jefferson Wells
Industry: Company
DescriptionFounded: 1995 Parent organization: ManpowerGroup Subsidiary: The Gelber Organization
Jefferson Wells List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferson Wells. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Jefferson Wells Employees
Employee
Years
Job
Industry
Kim Strubbe, CPA, CGMA Kim Strubbe, CPA, CGMA's Jefferson Wells Experience May 2000 - November 2002
Job Controller
Industry Retail
Experience
DK Booksellers, LLC September 2015 - Present
Sperry Van Ness RICORE Investment Management, Inc. January 2012 - September 2015
OI Partners, Inc./Promark Company September 2009 - January 2012
Seibel & Katz, CPA's November 2002 - July 2009
Jefferson Wells May 2000 - November 2002
RHI Management Resources 1998 - 1999
Mary Kay Cosmetics 1996 - 1998
Galerie au Chocolat 1995 - 1995
Cincinnati Milacron 1993 - 1994
The Stearns Technical Textiles Company 1988 - 1993
Skills
Accounting, Financial Reporting, Internal Controls, Cash Management, Financial Analysis, Budgets, Software Conversions, Tenant Reconciliations, US GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, Lease Accounting, Fixed Assets, Tax Preparation, GAAP, Property Management, Managerial Finance, Financial Modeling, Finance, Account Reconciliation, Financial Accounting, QuickBooks, Canadian GAAP, Variance Analysis, Payroll, Financial Statements, Cost Accounting, Cost Management, Sale/Leasebacks, Timberline Accounting, MRI Software, Yardi Property..., Sage CRM, Direct Sales, Client Development, Cash Flow, Corporate Tax, Tax, Auditing, Leases
Education
MBA - The Amos Tuck School of Business Administration 1978 — 1980
MBA, Accounting and Finance
Smith College 1971 — 1975
BA, German
DK Booksellers, LLC September 2015 - Present
Sperry Van Ness RICORE Investment Management, Inc. January 2012 - September 2015
OI Partners, Inc./Promark Company September 2009 - January 2012
Seibel & Katz, CPA's November 2002 - July 2009
Jefferson Wells May 2000 - November 2002
RHI Management Resources 1998 - 1999
Mary Kay Cosmetics 1996 - 1998
Galerie au Chocolat 1995 - 1995
Cincinnati Milacron 1993 - 1994
The Stearns Technical Textiles Company 1988 - 1993
Skills
Accounting, Financial Reporting, Internal Controls, Cash Management, Financial Analysis, Budgets, Software Conversions, Tenant Reconciliations, US GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting, Lease Accounting, Fixed Assets, Tax Preparation, GAAP, Property Management, Managerial Finance, Financial Modeling, Finance, Account Reconciliation, Financial Accounting, QuickBooks, Canadian GAAP, Variance Analysis, Payroll, Financial Statements, Cost Accounting, Cost Management, Sale/Leasebacks, Timberline Accounting, MRI Software, Yardi Property..., Sage CRM, Direct Sales, Client Development, Cash Flow, Corporate Tax, Tax, Auditing, Leases
Education
MBA - The Amos Tuck School of Business Administration 1978 — 1980
MBA, Accounting and Finance
Smith College 1971 — 1975
BA, German
Frances Hafer Frances Hafer's Jefferson Wells Experience 2000 - 2001
Job Certified Public Accountant
Industry Accounting
Experience
Virawear, LLC September 2010 - Present
Accretive Solutions 2010 - Present
MetroPCS Communications, Inc. August 2001 - March 2009
Jefferson Wells 2000 - 2001
Frances A. Hafer, CPA 1996 - 2001
NeoStar Retail Group/Babbage's, Inc. April 1992 - December 1996
Ernst & Young November 1988 - August 1991
Coopers & Lybrand November 1984 - November 1988
Skills
SEC filings, Internal Controls, Tax, Sarbanes-Oxley Act, Auditing, Financial Reporting, US GAAP, Process Improvement, CPA, Internal Audit, Accounting, Corporate Tax, Tax Accounting, Variance Analysis, Sarbanes-Oxley, GAAP, General Ledger, Sales Tax, Financial Accounting, Income Tax, Fixed Assets, SEC Filings
Education
Oklahoma State University 1980 — 1984
BS, Business
Virawear, LLC September 2010 - Present
Accretive Solutions 2010 - Present
MetroPCS Communications, Inc. August 2001 - March 2009
Jefferson Wells 2000 - 2001
Frances A. Hafer, CPA 1996 - 2001
NeoStar Retail Group/Babbage's, Inc. April 1992 - December 1996
Ernst & Young November 1988 - August 1991
Coopers & Lybrand November 1984 - November 1988
Skills
SEC filings, Internal Controls, Tax, Sarbanes-Oxley Act, Auditing, Financial Reporting, US GAAP, Process Improvement, CPA, Internal Audit, Accounting, Corporate Tax, Tax Accounting, Variance Analysis, Sarbanes-Oxley, GAAP, General Ledger, Sales Tax, Financial Accounting, Income Tax, Fixed Assets, SEC Filings
Education
Oklahoma State University 1980 — 1984
BS, Business
Catherine Farrugia Catherine Farrugia's Jefferson Wells Experience April 2005 - May 2009
Job Director, Human Resources at Compass Construction Resources Ltd.
Industry Human Resources
Experience
Compass Construction Resources Ltd. November 2014 - Present
Arch Consulting Group January 2014 - December 2014
FirstOnSite Restoration April 2011 - December 2013
Arch Consulting Group May 2009 - December 2011
Jefferson Wells April 2005 - May 2009
Canadian Tire January 1987 - April 2005
Skills
Employee Relations, Succession Planning, Deferred Compensation, Performance Management, HRIS, Talent Acquisition, Onboarding, Employee Engagement, Change Management, Organizational..., Recruiting, Talent Management, HR Consulting, Organizational Design, Workforce Planning, Coaching, Human Resources, HR Policies, Organizational..., Leadership Development, Leadership, Training, Personnel Management, Employee Benefits, Management, Team Building, Policy, Employment Law, Interviews, Consulting, Employee Training, Strategic Planning, New Hire Orientations, Mentoring, Budgets
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Associate's Degree, Business Administration
Compass Construction Resources Ltd. November 2014 - Present
Arch Consulting Group January 2014 - December 2014
FirstOnSite Restoration April 2011 - December 2013
Arch Consulting Group May 2009 - December 2011
Jefferson Wells April 2005 - May 2009
Canadian Tire January 1987 - April 2005
Skills
Employee Relations, Succession Planning, Deferred Compensation, Performance Management, HRIS, Talent Acquisition, Onboarding, Employee Engagement, Change Management, Organizational..., Recruiting, Talent Management, HR Consulting, Organizational Design, Workforce Planning, Coaching, Human Resources, HR Policies, Organizational..., Leadership Development, Leadership, Training, Personnel Management, Employee Benefits, Management, Team Building, Policy, Employment Law, Interviews, Consulting, Employee Training, Strategic Planning, New Hire Orientations, Mentoring, Budgets
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Associate's Degree, Business Administration
Bill Hampton Bill Hampton's Jefferson Wells Experience July 2007 - December 2008
Job IT Risk Mgmt Supplier (Vendor) Risk Mgmt InfoSec IT Audit Professional Senior Consultant
Industry Financial Services
Experience
Fulton Financial Corporation July 2014 - Present
Depository Trust & Clearing Corporation May 2011 - April 2014
Raymond James Financial, Inc. February 2009 - May 2011
Jefferson Wells July 2007 - December 2008
Accredo - An Express Scripts Company September 2004 - July 2007
Regions Bank January 2002 - August 2004
Nortel September 1998 - September 2001
Skills
CISA, CISSP, CISM, ITIL, QSA, PCI DSS, Information Security..., IT Audit, Information Security, Vulnerability Assessment, Business Continuity, Vulnerability Management, Vendor Management, Auditing, Security, Disaster Recovery, Risk Management, Network Security, Business Process, Information Technology, SAS70, Risk Assessment, Data Security, Business Continuity..., Sarbanes-Oxley Act, IT Risk Management, Firewalls, Security Policy, COBIT, Penetration Testing
Education
Rensselaer Polytechnic Institute
Bachelor’s Degree
Fulton Financial Corporation July 2014 - Present
Depository Trust & Clearing Corporation May 2011 - April 2014
Raymond James Financial, Inc. February 2009 - May 2011
Jefferson Wells July 2007 - December 2008
Accredo - An Express Scripts Company September 2004 - July 2007
Regions Bank January 2002 - August 2004
Nortel September 1998 - September 2001
Skills
CISA, CISSP, CISM, ITIL, QSA, PCI DSS, Information Security..., IT Audit, Information Security, Vulnerability Assessment, Business Continuity, Vulnerability Management, Vendor Management, Auditing, Security, Disaster Recovery, Risk Management, Network Security, Business Process, Information Technology, SAS70, Risk Assessment, Data Security, Business Continuity..., Sarbanes-Oxley Act, IT Risk Management, Firewalls, Security Policy, COBIT, Penetration Testing
Education
Rensselaer Polytechnic Institute
Bachelor’s Degree
Nahid Zahedani Nahid Zahedani's Jefferson Wells Experience May 2004 - May 2007
Job Sr. Manager, IT Audit/SOX
Industry Retail
Experience
Gap Inc./Gap June 2014 - Present
San Francisco Area Firms June 2007 - Present
Kaiser Permanente IT September 2011 - November 2012
Wells Fargo 2010 - 2010
Jefferson Wells May 2004 - May 2007
Sun Microsystems Inc. March 1996 - October 2002
Oracle Corporation May 1994 - February 1996
Pacific Bell Directory 1989 - 1994
Skills
Healthcare Information..., HIPAA, SDLC, Enterprise Risk..., Information Security..., Business Process..., ERP, IT Strategy, Sarbanes-Oxley Act, IT Audit, PCI DSS, Project Management, Business Continuity, Governance, COBIT, Program Management, IT Management, SOX 404, Internal Controls, Cross-functional Team..., PMP, Internal Audit, Security, PMO, Risk Management, CISA, Risk Assessment, Business Intelligence, Security Audits, Enterprise Software, Vulnerability Assessment, NIST, Disaster Recovery, Management, Business Analysis, CISSP, Vendor Management, Business Process, Auditing, Integration, SAS70, Leadership, ISO 27001, IT Risk Management, Information Security, CRM, ITIL, Information Technology, Application Security, Financial Risk
Education
San Francisco State University
MBA, Information System, and Finance
University of Tehran
BS, Financial Accounting
Gap Inc./Gap June 2014 - Present
San Francisco Area Firms June 2007 - Present
Kaiser Permanente IT September 2011 - November 2012
Wells Fargo 2010 - 2010
Jefferson Wells May 2004 - May 2007
Sun Microsystems Inc. March 1996 - October 2002
Oracle Corporation May 1994 - February 1996
Pacific Bell Directory 1989 - 1994
Skills
Healthcare Information..., HIPAA, SDLC, Enterprise Risk..., Information Security..., Business Process..., ERP, IT Strategy, Sarbanes-Oxley Act, IT Audit, PCI DSS, Project Management, Business Continuity, Governance, COBIT, Program Management, IT Management, SOX 404, Internal Controls, Cross-functional Team..., PMP, Internal Audit, Security, PMO, Risk Management, CISA, Risk Assessment, Business Intelligence, Security Audits, Enterprise Software, Vulnerability Assessment, NIST, Disaster Recovery, Management, Business Analysis, CISSP, Vendor Management, Business Process, Auditing, Integration, SAS70, Leadership, ISO 27001, IT Risk Management, Information Security, CRM, ITIL, Information Technology, Application Security, Financial Risk
Education
San Francisco State University
MBA, Information System, and Finance
University of Tehran
BS, Financial Accounting
David Krull's Jefferson Wells Experience January 2006 - February 2008
Job CPA, CGMA, Tax Manager at ThomsonReuters
Industry Accounting
Experience
ThomsonReuters February 2008 - Present
Jefferson Wells January 2006 - February 2008
CellStar 1999 - 2006
Ryan 1998 - 1999
Ryan 1998 - 1999
Skills
OneSource, Tax, Income Tax, Corporate Tax, Consulting, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Business Analysis, Business Process, Business Process..., CPA, Consolidation, Cost Accounting, Sales Tax, Sarbanes-Oxley Act, Tax Accounting, Tax Law
Education
Stephen F. Austin State University 1987 — 1991
Bachelors, Accounting
ThomsonReuters February 2008 - Present
Jefferson Wells January 2006 - February 2008
CellStar 1999 - 2006
Ryan 1998 - 1999
Ryan 1998 - 1999
Skills
OneSource, Tax, Income Tax, Corporate Tax, Consulting, Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Business Analysis, Business Process, Business Process..., CPA, Consolidation, Cost Accounting, Sales Tax, Sarbanes-Oxley Act, Tax Accounting, Tax Law
Education
Stephen F. Austin State University 1987 — 1991
Bachelors, Accounting
Jeff Schreier Jeff Schreier's Jefferson Wells Experience July 2002 - August 2004
Job
Industry Financial Services
Experience
Thornton Tomasetti August 2004 - May 2014
Jefferson Wells July 2002 - August 2004
Colin Service Systems July 1997 - November 2001
Hudson Transit Lines September 1990 - July 1997
Klein Sleep Products Inc July 1983 - September 1990
Revlon Heath Care 1981 - 1983
EY August 1979 - September 1981
Skills
Cash Flow, Financial Reporting, Accounting, Financial Modeling, Accounts Receivable, Financial Analysis, Budgets, Due Diligence, Risk Management, Finance, Forecasting, Microsoft Excel, Accounts Payable, Business Strategy, Analysis, Cost Accounting, Strategic Planning, Account Reconciliation, Acquisitions, Acquisition Integration, Financial Forecasting
Education
Pace University
BBA/MBA, Accounting
Thornton Tomasetti August 2004 - May 2014
Jefferson Wells July 2002 - August 2004
Colin Service Systems July 1997 - November 2001
Hudson Transit Lines September 1990 - July 1997
Klein Sleep Products Inc July 1983 - September 1990
Revlon Heath Care 1981 - 1983
EY August 1979 - September 1981
Skills
Cash Flow, Financial Reporting, Accounting, Financial Modeling, Accounts Receivable, Financial Analysis, Budgets, Due Diligence, Risk Management, Finance, Forecasting, Microsoft Excel, Accounts Payable, Business Strategy, Analysis, Cost Accounting, Strategic Planning, Account Reconciliation, Acquisitions, Acquisition Integration, Financial Forecasting
Education
Pace University
BBA/MBA, Accounting
Ron Bocciardi, CPA Ron Bocciardi, CPA's Jefferson Wells Experience 1997 - 2000
Job Executive Vice President
Industry Management Consulting
Experience
Titus September 2000 - Present
Jefferson Wells 1997 - 2000
BDO USA, LLP 1994 - 1997
SuperMac 1992 - 1994
Education
San Jose State University 1985 — 1989
BS, Accounting, Finance
Titus September 2000 - Present
Jefferson Wells 1997 - 2000
BDO USA, LLP 1994 - 1997
SuperMac 1992 - 1994
Education
San Jose State University 1985 — 1989
BS, Accounting, Finance
Steven Christensen Steven Christensen's Jefferson Wells Experience 2002 - 2004
Job Manager Information Security at CliftonLarsonAllen
Industry Computer & Network Security
Experience
CliftonLarsonAllen March 2015 - Present
Experis March 2014 - February 2015
TCF Bank 2008 - 2012
TCF Bank 2009 - 2010
Ceridian 2005 - 2007
Ceridian April 2005 - April 2006
Deloitte 2004 - 2005
Jefferson Wells 2002 - 2004
KPMG 1998 - 2002
Skills
Information Security, Risk Assessment, Network Security, Enterprise Risk..., Internal Audit, Risk Management, IT Risk Managment, COBIT, COSO, ISO 27001, Corporate Governance, Banking, Sarbanes-Oxley Act, CISSP, PCI DSS, Bank Secrecy Act, Auditing, Accounting, Regulations, Gramm-Leach-Bliley, PCAOB standards, IT Strategy, Cisco Technologies, Fraud, Business Continuity, SOC-1 \ SOC-2, Retail Payment and..., Cloud Security, Board of Directors..., Governance Risk and..., Retail Banking, Security Incident..., Security Awareness..., ITIL, Six Sigma, Mobile Device Management, Cyber-security, Firewalls, Intrusion Detection, Disaster Recovery, Dodd-Frank, USA PATRIOT Act, Segregation of Duties, SAP, Oracle, Project Management
Education
Stonier Graduate School of Banking 2010 — 2012
Banking, Banking and Financial Support Services
Southern Methodist University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Political and Computer Science
CliftonLarsonAllen March 2015 - Present
Experis March 2014 - February 2015
TCF Bank 2008 - 2012
TCF Bank 2009 - 2010
Ceridian 2005 - 2007
Ceridian April 2005 - April 2006
Deloitte 2004 - 2005
Jefferson Wells 2002 - 2004
KPMG 1998 - 2002
Skills
Information Security, Risk Assessment, Network Security, Enterprise Risk..., Internal Audit, Risk Management, IT Risk Managment, COBIT, COSO, ISO 27001, Corporate Governance, Banking, Sarbanes-Oxley Act, CISSP, PCI DSS, Bank Secrecy Act, Auditing, Accounting, Regulations, Gramm-Leach-Bliley, PCAOB standards, IT Strategy, Cisco Technologies, Fraud, Business Continuity, SOC-1 \ SOC-2, Retail Payment and..., Cloud Security, Board of Directors..., Governance Risk and..., Retail Banking, Security Incident..., Security Awareness..., ITIL, Six Sigma, Mobile Device Management, Cyber-security, Firewalls, Intrusion Detection, Disaster Recovery, Dodd-Frank, USA PATRIOT Act, Segregation of Duties, SAP, Oracle, Project Management
Education
Stonier Graduate School of Banking 2010 — 2012
Banking, Banking and Financial Support Services
Southern Methodist University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Political and Computer Science
Doug Fettig, CPA, MBA Doug Fettig, CPA, MBA's Jefferson Wells Experience 2005 - 2007
Job Dental Business Advisor at AKT CPAs, Advisors, Consultants
Industry Accounting
Experience
AKT CPAs, Advisors, Consultants January 2015 - Present
Portland State University April 2014 - Present
Robert Half Management Resources June 2013 - January 2015
Nike 2012 - 2013
McCormick & Schmick's Seafood Restaurants 2007 - 2012
Jefferson Wells 2005 - 2007
PacifiCorp 2002 - 2005
Electric Lightwave 1999 - 2001
North Pacific Group 1996 - 1999
Precision Castparts 1995 - 1996
Skills
Compliance, Internal Audit, Process Improvement, SOX, Risk Assessment, Audit, Internal Controls, Auditing, Finance, Financial Analysis, Analysis, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act, Budgets, Seeding, Accounting, General Ledger, Risk Management, Leadership, Strategic Planning, Inventory Management, Management, Financial Accounting, GAAP, IT Audit, Sarbanes-Oxley, Forecasting, Variance Analysis, US GAAP, Humor
Education
Regis University 1992 — 1994
MBA, International Business
St Mary's Central High School
The University of North Dakota
Accounting
University of Colorado at Colorado Springs
B.S., Accounting
AKT CPAs, Advisors, Consultants January 2015 - Present
Portland State University April 2014 - Present
Robert Half Management Resources June 2013 - January 2015
Nike 2012 - 2013
McCormick & Schmick's Seafood Restaurants 2007 - 2012
Jefferson Wells 2005 - 2007
PacifiCorp 2002 - 2005
Electric Lightwave 1999 - 2001
North Pacific Group 1996 - 1999
Precision Castparts 1995 - 1996
Skills
Compliance, Internal Audit, Process Improvement, SOX, Risk Assessment, Audit, Internal Controls, Auditing, Finance, Financial Analysis, Analysis, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act, Budgets, Seeding, Accounting, General Ledger, Risk Management, Leadership, Strategic Planning, Inventory Management, Management, Financial Accounting, GAAP, IT Audit, Sarbanes-Oxley, Forecasting, Variance Analysis, US GAAP, Humor
Education
Regis University 1992 — 1994
MBA, International Business
St Mary's Central High School
The University of North Dakota
Accounting
University of Colorado at Colorado Springs
B.S., Accounting
Mary Breslin, CIA, CFE Mary Breslin, CIA, CFE's Jefferson Wells Experience September 2004 - April 2008
Job President at Empower Audit Training & Consulting
Industry Financial Services
Experience
Empower Audit Training & Consulting August 2014 - Present
EZCorp April 2011 - February 2014
Boart Longyear April 2008 - May 2011
Jefferson Wells September 2004 - April 2008
ConocoPhillips November 2000 - December 2004
Costco Wholesale June 1990 - January 2000
Skills
Risk Management, Sarbanes-Oxley Act, Auditing, Process Improvement, Internal Controls, Financial Analysis, Management, Leadership, Business Process, Mergers & Acquisitions, Accounting, Change Management, Budgets, Certified Fraud Examiner, Corporate Governance, Due Diligence, Finance, Internal Audit, Tax
Education
Rutgers University-New Brunswick 1988 — 1992
Accounting and Finance
University of Phoenix
Bachelor, Accounting
University of Phoenix
MBA, MBA
Empower Audit Training & Consulting August 2014 - Present
EZCorp April 2011 - February 2014
Boart Longyear April 2008 - May 2011
Jefferson Wells September 2004 - April 2008
ConocoPhillips November 2000 - December 2004
Costco Wholesale June 1990 - January 2000
Skills
Risk Management, Sarbanes-Oxley Act, Auditing, Process Improvement, Internal Controls, Financial Analysis, Management, Leadership, Business Process, Mergers & Acquisitions, Accounting, Change Management, Budgets, Certified Fraud Examiner, Corporate Governance, Due Diligence, Finance, Internal Audit, Tax
Education
Rutgers University-New Brunswick 1988 — 1992
Accounting and Finance
University of Phoenix
Bachelor, Accounting
University of Phoenix
MBA, MBA
Patti Moller's Jefferson Wells Experience August 2005 - August 2006
Job Business Development Officer, Wells Fargo Commercial Banking Group
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Perlo Construction March 2014 - December 2014
First American Title Insurance Company, National Commercial Services January 2011 - March 2014
Lawyers Title Insurance Corporation December 2009 - January 2011
LandAmerica Commercial Services August 2006 - December 2008
Jefferson Wells August 2005 - August 2006
Robert Half International July 1998 - October 2001
Finance and Accounting Industry 1982 - 1998
Skills
Business Development, Commercial Real Estate, Selling, Sales, Cold Calling, New Business Development, Real Estate Transactions, Loans, Real Estate, Recruiting, Networking, Investment Properties, Negotiation, Closings, Connecting People, Solution-oriented, Strategic Selling, Relationship-building..., Professional..., People Skills, Close the deal, Personality, Go to person, Marketing Strategy, Management, Real Estate Development
Education
Portland State University
BS, Business Administration with an Emphasis in Accounting
University of Oregon
Business Administration
Wells Fargo February 2015 - Present
Perlo Construction March 2014 - December 2014
First American Title Insurance Company, National Commercial Services January 2011 - March 2014
Lawyers Title Insurance Corporation December 2009 - January 2011
LandAmerica Commercial Services August 2006 - December 2008
Jefferson Wells August 2005 - August 2006
Robert Half International July 1998 - October 2001
Finance and Accounting Industry 1982 - 1998
Skills
Business Development, Commercial Real Estate, Selling, Sales, Cold Calling, New Business Development, Real Estate Transactions, Loans, Real Estate, Recruiting, Networking, Investment Properties, Negotiation, Closings, Connecting People, Solution-oriented, Strategic Selling, Relationship-building..., Professional..., People Skills, Close the deal, Personality, Go to person, Marketing Strategy, Management, Real Estate Development
Education
Portland State University
BS, Business Administration with an Emphasis in Accounting
University of Oregon
Business Administration
Richard Tepper Richard Tepper's Jefferson Wells Experience September 2004 - February 2005
Job Financial Research Analyst at 1199SEIU Benefit and Pension Funds
Industry Accounting
Experience
1199SEIU Benefit and Pension Funds March 2012 - Present
National Grid February 2005 - January 2010
Jefferson Wells September 2004 - February 2005
Impath, Inc. August 2002 - July 2004
Park East Tours September 2000 - August 2002
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Budget Process, Monthly Close Process, Accruals, Account Reconciliation, Financial Reporting, Sales & Use Tax, Variance Analysis, Access, Oracle, SAP, Microsoft Excel, 10K, Internal Controls, General Ledger, Bank Reconciliation, Accounts Receivable, SOP 97-2, Mas 90
Education
St. John's University 1994 — 1997
Master's of Business Administration, Accounting
Queens College 1988 — 1993
Bachelor's degree, Psychology
1199SEIU Benefit and Pension Funds March 2012 - Present
National Grid February 2005 - January 2010
Jefferson Wells September 2004 - February 2005
Impath, Inc. August 2002 - July 2004
Park East Tours September 2000 - August 2002
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Budget Process, Monthly Close Process, Accruals, Account Reconciliation, Financial Reporting, Sales & Use Tax, Variance Analysis, Access, Oracle, SAP, Microsoft Excel, 10K, Internal Controls, General Ledger, Bank Reconciliation, Accounts Receivable, SOP 97-2, Mas 90
Education
St. John's University 1994 — 1997
Master's of Business Administration, Accounting
Queens College 1988 — 1993
Bachelor's degree, Psychology
Brian Lieberman Brian Lieberman's Jefferson Wells Experience 2009 - 2011
Job VACO Accounting & Finance Business Development
Industry Accounting
Experience
Vaco November 2014 - Present
Ferreri Search 2012 - 2014
PNL Recruitment 2011 - 2012
Jefferson Wells 2009 - 2011
Robert Half International January 1996 - 2008
Robert Half International 1996 - 2001
Skills
Accounting, Teamwork, Applicant Tracking..., Recruiting, Talent Acquisition, Payroll, Business Development, Technical Recruiting, Budgets, Human Resources, Executive Search, Internet Recruiting, Leadership, Finance, Management, Interviews, Consulting, Sales, Professional Services, Temporary Placement, Contract Negotiation, Financial Analysis, Process Improvement, Time Management, Permanent Placement, Training, Employee Relations, Contract Recruitment, Financial Services, Staffing Services, College Recruiting, PeopleSoft, Temporary Staffing, Management Consulting, Sourcing, Employee Benefits, Benefits Negotiation, Staff Augmentation, Cold Calling, Performance Management, Vendor Management, Hiring, Talent Management
Education
Rowan University 1988 — 1993
Bachelor of Science (BS), Marketing, Accounting
Vaco November 2014 - Present
Ferreri Search 2012 - 2014
PNL Recruitment 2011 - 2012
Jefferson Wells 2009 - 2011
Robert Half International January 1996 - 2008
Robert Half International 1996 - 2001
Skills
Accounting, Teamwork, Applicant Tracking..., Recruiting, Talent Acquisition, Payroll, Business Development, Technical Recruiting, Budgets, Human Resources, Executive Search, Internet Recruiting, Leadership, Finance, Management, Interviews, Consulting, Sales, Professional Services, Temporary Placement, Contract Negotiation, Financial Analysis, Process Improvement, Time Management, Permanent Placement, Training, Employee Relations, Contract Recruitment, Financial Services, Staffing Services, College Recruiting, PeopleSoft, Temporary Staffing, Management Consulting, Sourcing, Employee Benefits, Benefits Negotiation, Staff Augmentation, Cold Calling, Performance Management, Vendor Management, Hiring, Talent Management
Education
Rowan University 1988 — 1993
Bachelor of Science (BS), Marketing, Accounting
Chaitan Fahnestock's Jefferson Wells Experience January 1998 - October 2003
Job Managing Director at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting October 2006 - Present
Grant Thornton October 2003 - October 2006
Jefferson Wells January 1998 - October 2003
Ernst & Young January 1993 - December 1997
Skills
Due Diligence, CPA, Mergers, Sarbanes-Oxley Act, Accounting
Education
Oklahoma State University 1989 — 1992
BS - Accounting, Accounting
Riveron Consulting October 2006 - Present
Grant Thornton October 2003 - October 2006
Jefferson Wells January 1998 - October 2003
Ernst & Young January 1993 - December 1997
Skills
Due Diligence, CPA, Mergers, Sarbanes-Oxley Act, Accounting
Education
Oklahoma State University 1989 — 1992
BS - Accounting, Accounting
Chris Bednar Chris Bednar's Jefferson Wells Experience 2003 - 2005
Job Controller at Spectranetics
Industry Medical Devices
Experience
Spectranetics July 2005 - Present
Jefferson Wells 2003 - 2005
TeamShare February 2000 - July 2003
Oak Technology August 1998 - August 1999
Lam Research October 1988 - July 1998
Ernst & Whinney June 1982 - September 1988
Skills
Management, Consolidation, Revenue Recognition, Financial Reporting, Capital Equipment, Auditing, Cross-functional Team..., Process Improvement, Outlook, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Quality System, SEC filings, US GAAP, Financial Analysis
Education
Santa Clara University - Leavey School of Business 1979 — 1983
BS, Accounting
Spectranetics July 2005 - Present
Jefferson Wells 2003 - 2005
TeamShare February 2000 - July 2003
Oak Technology August 1998 - August 1999
Lam Research October 1988 - July 1998
Ernst & Whinney June 1982 - September 1988
Skills
Management, Consolidation, Revenue Recognition, Financial Reporting, Capital Equipment, Auditing, Cross-functional Team..., Process Improvement, Outlook, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Quality System, SEC filings, US GAAP, Financial Analysis
Education
Santa Clara University - Leavey School of Business 1979 — 1983
BS, Accounting
Jen D'Angelo Jen D'Angelo's Jefferson Wells Experience December 2003 - January 2012
Job People & Culture Partner East Region at ManpowerGroup
Industry Human Resources
Experience
ManpowerGroup January 2015 - Present
ManpowerGroup January 2012 - Present
Jefferson Wells December 2003 - January 2012
Skills
Sourcing, Business Strategy, Recruiting, Program Management, Coaching, Employee Relations, Corrective Action, Performance Management, Hiring Practices, Cost Reduction..., Cognos ReportNet, Cognos, P&L responsibility, Utilization Management, Business Analysis, Corrective Actions, P&L Responsibility
Education
Philadelphia University
Bachelor of Science (BS), Human Resource Management & Management Information Systems
ManpowerGroup January 2015 - Present
ManpowerGroup January 2012 - Present
Jefferson Wells December 2003 - January 2012
Skills
Sourcing, Business Strategy, Recruiting, Program Management, Coaching, Employee Relations, Corrective Action, Performance Management, Hiring Practices, Cost Reduction..., Cognos ReportNet, Cognos, P&L responsibility, Utilization Management, Business Analysis, Corrective Actions, P&L Responsibility
Education
Philadelphia University
Bachelor of Science (BS), Human Resource Management & Management Information Systems
James Specht James Specht's Jefferson Wells Experience August 2007 - September 2011
Job Internal Audit Principal at Nordstrom fsb
Industry Accounting
Experience
Nordstrom fsb May 2013 - Present
Bradsby Group 2010 - May 2013
Jefferson Wells August 2007 - September 2011
Matrix Learning Systems April 2004 - August 2007
Coors Brewing Company 1999 - 2004
Skills
Accounting, Due Diligence, Mergers, New Business Development, Financial Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Certified Fraud Examiner, Certified Public..., Certified Internal..., Thought Leadership, Internal Audit, Business Ethics, Fraud, Leadership, CPA, Mergers & Acquisitions, Internal Controls, Process Improvement, Business Process, Sarbanes-Oxley Act, Management, Program Management, Managerial Finance, Risk Management, Business Process..., US GAAP, Finance, Revenue Recognition, Auditing, Telecommunications, GAAP, IT Audit, SEC filings, PeopleSoft, Project Management, Enterprise Risk..., Forecasting, SAS70, Financial Analysis, Cash Management, Sarbanes-Oxley, Financial Modeling, Financial Reporting, COSO, Analysis, Software Documentation, Budgets, Financial Risk
Education
Regis University
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder
Bachelor of Science (BS), Accounting and Business/Management
Nordstrom fsb May 2013 - Present
Bradsby Group 2010 - May 2013
Jefferson Wells August 2007 - September 2011
Matrix Learning Systems April 2004 - August 2007
Coors Brewing Company 1999 - 2004
Skills
Accounting, Due Diligence, Mergers, New Business Development, Financial Management, Fraud Investigations, Fraud Prevention, Fraud Analysis, Certified Fraud Examiner, Certified Public..., Certified Internal..., Thought Leadership, Internal Audit, Business Ethics, Fraud, Leadership, CPA, Mergers & Acquisitions, Internal Controls, Process Improvement, Business Process, Sarbanes-Oxley Act, Management, Program Management, Managerial Finance, Risk Management, Business Process..., US GAAP, Finance, Revenue Recognition, Auditing, Telecommunications, GAAP, IT Audit, SEC filings, PeopleSoft, Project Management, Enterprise Risk..., Forecasting, SAS70, Financial Analysis, Cash Management, Sarbanes-Oxley, Financial Modeling, Financial Reporting, COSO, Analysis, Software Documentation, Budgets, Financial Risk
Education
Regis University
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder
Bachelor of Science (BS), Accounting and Business/Management
Debra Wingo Debra Wingo's Jefferson Wells Experience August 2006 - June 2009
Job Sunshine Health Executive Director, Long Term Care Area 3 at Centene Corporation
Industry Insurance
Experience
Centene Corporation October 2014 - Present
Taylor White April 2013 - September 2014
Universal Health Care November 2010 - April 2013
Universal Health Care November 2009 - November 2010
Jefferson Wells August 2006 - June 2009
ESI International, Inc. July 2002 - July 2006
Spence, Marston, Bunch, Morris & Company, CPA's October 2001 - July 2002
Burns International Security Services September 1998 - March 2001
Blue Cross and Blue Shield of South Carolina (Palmetto GBA) May 1997 - September 1998
Aetna Life Insurance Company July 1992 - May 1997
Skills
Health Insurance, Insurance, Managed Care, HIPAA, Visio, Healthcare, Claim, Medicare, Medicaid, Process Improvement, Requirements Gathering, Business Analysis, Employee Benefits, Healthcare Information..., Auditing, Management, Financial Reporting, Data Analysis, Strategic Planning, Software Documentation, Forecasting, Healthcare Industry, Executive Management, Accounts Payable, Accounts Receivable, Leadership, Analysis, Budgets, Call Centers, Business Process..., Provider Relations, Workers Compensation, Healthcare Management, Policy, Healthcare Consulting, GAAP, Project Planning, Network Development, Internal Audit, Start-ups, Accounting, HMO, Access, Sarbanes-Oxley, PeopleSoft, Variance Analysis, Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Statements
Education
State University of New York College at Old Westbury
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Centene Corporation October 2014 - Present
Taylor White April 2013 - September 2014
Universal Health Care November 2010 - April 2013
Universal Health Care November 2009 - November 2010
Jefferson Wells August 2006 - June 2009
ESI International, Inc. July 2002 - July 2006
Spence, Marston, Bunch, Morris & Company, CPA's October 2001 - July 2002
Burns International Security Services September 1998 - March 2001
Blue Cross and Blue Shield of South Carolina (Palmetto GBA) May 1997 - September 1998
Aetna Life Insurance Company July 1992 - May 1997
Skills
Health Insurance, Insurance, Managed Care, HIPAA, Visio, Healthcare, Claim, Medicare, Medicaid, Process Improvement, Requirements Gathering, Business Analysis, Employee Benefits, Healthcare Information..., Auditing, Management, Financial Reporting, Data Analysis, Strategic Planning, Software Documentation, Forecasting, Healthcare Industry, Executive Management, Accounts Payable, Accounts Receivable, Leadership, Analysis, Budgets, Call Centers, Business Process..., Provider Relations, Workers Compensation, Healthcare Management, Policy, Healthcare Consulting, GAAP, Project Planning, Network Development, Internal Audit, Start-ups, Accounting, HMO, Access, Sarbanes-Oxley, PeopleSoft, Variance Analysis, Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Statements
Education
State University of New York College at Old Westbury
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Steven Greenstein's Jefferson Wells Experience 1999 - 2004
Job Managing Member Symmetry Group LLC
Industry Information Technology and Services
Experience
Symmetry Group LLC September 2011 - Present
Arbor Continuity October 2013 - Present
MetricOne November 2012 - Present
Accretive Solutions February 2009 - March 2011
Tatum LLC September 2008 - January 2009
McGladrey April 2007 - September 2008
JH Cohn, LLP January 2006 - January 2007
BridgeMark/BDO 2004 - 2006
BDO Seidman, LLP - Risk Advisory Services 2003 - 2006
Jefferson Wells 1999 - 2004
Skills
Professional Services, Manufacturing, Retail, CPA, Lifesciences, Pharmaceutical Industry, Business Process..., Management Consulting, Mergers, Sarbanes-Oxley Act, Process Improvement, Acquisition Integration, Enterprise Risk..., IT Strategy, Executive Management, Risk Management, Internal Audit, Strategic Planning, Consulting, Financial Services, Mergers & Acquisitions, Outsourcing, Cross-functional Team..., Leadership, Team Building, CRM, Business Development, Management, Start-ups, Solution Selling, Business Process, New Business Development
Education
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (B.A.), Accounting and Economics
Symmetry Group LLC September 2011 - Present
Arbor Continuity October 2013 - Present
MetricOne November 2012 - Present
Accretive Solutions February 2009 - March 2011
Tatum LLC September 2008 - January 2009
McGladrey April 2007 - September 2008
JH Cohn, LLP January 2006 - January 2007
BridgeMark/BDO 2004 - 2006
BDO Seidman, LLP - Risk Advisory Services 2003 - 2006
Jefferson Wells 1999 - 2004
Skills
Professional Services, Manufacturing, Retail, CPA, Lifesciences, Pharmaceutical Industry, Business Process..., Management Consulting, Mergers, Sarbanes-Oxley Act, Process Improvement, Acquisition Integration, Enterprise Risk..., IT Strategy, Executive Management, Risk Management, Internal Audit, Strategic Planning, Consulting, Financial Services, Mergers & Acquisitions, Outsourcing, Cross-functional Team..., Leadership, Team Building, CRM, Business Development, Management, Start-ups, Solution Selling, Business Process, New Business Development
Education
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (B.A.), Accounting and Economics
Henry Mixon Henry Mixon's Jefferson Wells Experience 2001 - 2003
Job Owner at Mixon Consulting
Industry Management Consulting
Experience
Mixon Consulting February 2011 - Present
Morgan Garris, LLC 2006 - 2011
UHY LLP 2004 - 2006
Jefferson Wells 2001 - 2003
Transco Energy 1992 - 1995
Ernst & Young 1967 - 1992
Skills
FCPA internal controls, Certified Fraud Examiner, Certified Public..., Forensic Accountant, Fraud prevention, Fraud Investigations, FCPA, Fraud, CPA, Forensic Accounting, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Due Diligence, Auditing, Corporate Governance
Education
University of Alabama 1963 — 1967
BS, Accounting
Samford University, Cumberland School of Law
Mixon Consulting February 2011 - Present
Morgan Garris, LLC 2006 - 2011
UHY LLP 2004 - 2006
Jefferson Wells 2001 - 2003
Transco Energy 1992 - 1995
Ernst & Young 1967 - 1992
Skills
FCPA internal controls, Certified Fraud Examiner, Certified Public..., Forensic Accountant, Fraud prevention, Fraud Investigations, FCPA, Fraud, CPA, Forensic Accounting, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Due Diligence, Auditing, Corporate Governance
Education
University of Alabama 1963 — 1967
BS, Accounting
Samford University, Cumberland School of Law
Gregory Holtzhauer Gregory Holtzhauer's Jefferson Wells Experience July 2007 - April 2011
Job Sr. Accounting Professional pursuing opportunities in Charlotte, NC and Greenville, SC region
Industry Accounting
Experience
Performance Food Group (Int'l Food House) November 2013 - May 2014
Western Union Business Solutions (USA), LLC January 2008 - April 2013
Jefferson Wells July 2007 - April 2011
Northrop Grumman Corp. (MS Sector) April 2006 - March 2007
Lance, Inc August 2004 - April 2005
Alcoa (Howmet Corporation) August 1995 - April 2003
Skills
Consolidation, Accounting, GAAP, General Ledger, Variance Analysis, Financial Reporting, Internal Controls, Journal Entries, Payroll, Financial Analysis, Accruals, SEC filings, Sarbanes-Oxley Act, Forecasting, Cost Accounting, Budgets, Financial Statements, Statutory Accounting, Process Improvement, Government Contract..., Financial Planning, Compliance, Policy, Account Reconciliation, FX, Financial Audits, Sarbanes-Oxley, Finance, Tax, External Audit, US GAAP, Analysis, Great Plains Software, GEAC, Hyperion HFM, SAP, Financial Accounting, Fixed Assets
Education
Saint Bonaventure University 1976 — 1980
BBA, Accounting
Performance Food Group (Int'l Food House) November 2013 - May 2014
Western Union Business Solutions (USA), LLC January 2008 - April 2013
Jefferson Wells July 2007 - April 2011
Northrop Grumman Corp. (MS Sector) April 2006 - March 2007
Lance, Inc August 2004 - April 2005
Alcoa (Howmet Corporation) August 1995 - April 2003
Skills
Consolidation, Accounting, GAAP, General Ledger, Variance Analysis, Financial Reporting, Internal Controls, Journal Entries, Payroll, Financial Analysis, Accruals, SEC filings, Sarbanes-Oxley Act, Forecasting, Cost Accounting, Budgets, Financial Statements, Statutory Accounting, Process Improvement, Government Contract..., Financial Planning, Compliance, Policy, Account Reconciliation, FX, Financial Audits, Sarbanes-Oxley, Finance, Tax, External Audit, US GAAP, Analysis, Great Plains Software, GEAC, Hyperion HFM, SAP, Financial Accounting, Fixed Assets
Education
Saint Bonaventure University 1976 — 1980
BBA, Accounting
Rebecca Albarelli Rebecca Albarelli's Jefferson Wells Experience January 2005 - December 2011
Job VP National Practice Leader, Finance & Accounting and Managing Director, Central Region
Industry Management Consulting
Experience
Experis May 2015 - Present
Experis September 1997 - Present
Experis September 2008 - December 2011
Jefferson Wells January 2005 - December 2011
Jefferson Wells September 1997 - January 2005
Webasto International January 1989 - January 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, SEC filings, Business Process..., Accounting, Risk Management, Risk Assessment, Managerial Finance, Financial Accounting, Process Improvement, Finance, IFRS, US GAAP, Management Consulting, Strategic Financial..., General Ledger, Governance, Strategy, Leadership, Mergers & Acquisitions, GAAP, Management, Tax, CPA, Executive Management, Financial Analysis, Due Diligence, Cash Management, Financial Services, Acquisition Integration, Consolidation, IT Audit, Financial Risk, Restructuring, Forecasting, Financial Modeling, Cost Accounting, Financial Audits, Banking, Revenue Recognition, Variance Analysis, COSO, CISA, Cash Flow, Hyperion Enterprise
Education
Walsh College
MSF, Finance and Economics
Oakland University
BS Accounting, Accounting & Finance
Experis May 2015 - Present
Experis September 1997 - Present
Experis September 2008 - December 2011
Jefferson Wells January 2005 - December 2011
Jefferson Wells September 1997 - January 2005
Webasto International January 1989 - January 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, SEC filings, Business Process..., Accounting, Risk Management, Risk Assessment, Managerial Finance, Financial Accounting, Process Improvement, Finance, IFRS, US GAAP, Management Consulting, Strategic Financial..., General Ledger, Governance, Strategy, Leadership, Mergers & Acquisitions, GAAP, Management, Tax, CPA, Executive Management, Financial Analysis, Due Diligence, Cash Management, Financial Services, Acquisition Integration, Consolidation, IT Audit, Financial Risk, Restructuring, Forecasting, Financial Modeling, Cost Accounting, Financial Audits, Banking, Revenue Recognition, Variance Analysis, COSO, CISA, Cash Flow, Hyperion Enterprise
Education
Walsh College
MSF, Finance and Economics
Oakland University
BS Accounting, Accounting & Finance
Denise Holloway Denise Holloway's Jefferson Wells Experience January 1999 - October 2004
Job Finance Operations and Business Process Professional
Industry Accounting
Experience
City of Atlanta October 2004 - May 2008
Jefferson Wells January 1999 - October 2004
AuditForce October 1997 - December 1998
Prime Tech, Inc. April 1991 - July 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Business Process..., Auditing, Strategic Financial..., Financial Modeling, Analysis, Process Improvement, Accounting, Internal Audit, Finance, General Ledger, Account Reconciliation, ERP, Leadership, GAAP, Management, Managerial Finance, Program Management, Software Documentation, Financial Accounting, Accounts Payable, Banking
Education
Strayer University 2007 — 2009
MBA, Accounting
Reinhardt University 1994 — 1997
Bachelor of Science, Business Administration
City of Atlanta October 2004 - May 2008
Jefferson Wells January 1999 - October 2004
AuditForce October 1997 - December 1998
Prime Tech, Inc. April 1991 - July 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Business Process..., Auditing, Strategic Financial..., Financial Modeling, Analysis, Process Improvement, Accounting, Internal Audit, Finance, General Ledger, Account Reconciliation, ERP, Leadership, GAAP, Management, Managerial Finance, Program Management, Software Documentation, Financial Accounting, Accounts Payable, Banking
Education
Strayer University 2007 — 2009
MBA, Accounting
Reinhardt University 1994 — 1997
Bachelor of Science, Business Administration
Robin Louis Ramistella, MBA Robin Louis Ramistella, MBA's Jefferson Wells Experience March 2000 - February 2010
Job Senior Manager at WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP February 2010 - Present
Jefferson Wells March 2000 - February 2010
NY State Banking Department May 1993 - March 2000
Professional Practice Strategies August 1989 - May 1993
Union Trust Company June 1986 - August 1989
Barclays Bank of New York, N.A. January 1975 - June 1986
Skills
AML, Enterprise Risk..., OFAC, Financial Risk, Risk Management, Banking, Internal Audit, KYC, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Auditing, Operational Risk..., Risk Assessment, Financial Institutions, Financial Analysis, Loans, Credit, Credit Risk, Corporate Governance, Commercial Banking, Finance, Commercial Lending, Credit Analysis, IT Audit, Quality Auditing, Governance, Sarbanes-Oxley, Financial Services, Fraud, Operational Risk, Investments, Capital Markets, Asset Management, Mortgage Lending, Securities, Hedge Funds, Investment Banking, Financial Regulation, Equities, Bank Secrecy Act, Basel II, Regulations, Structured Finance, Private Equity, Executive Management, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Treasury Management
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Villanova University 1970 — 1974
BA, Political Science
Blessed Sacrament High School 1967 — 1970
NY State Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Our Lady of Mercy Grammar School
WeiserMazars LLP February 2010 - Present
Jefferson Wells March 2000 - February 2010
NY State Banking Department May 1993 - March 2000
Professional Practice Strategies August 1989 - May 1993
Union Trust Company June 1986 - August 1989
Barclays Bank of New York, N.A. January 1975 - June 1986
Skills
AML, Enterprise Risk..., OFAC, Financial Risk, Risk Management, Banking, Internal Audit, KYC, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Auditing, Operational Risk..., Risk Assessment, Financial Institutions, Financial Analysis, Loans, Credit, Credit Risk, Corporate Governance, Commercial Banking, Finance, Commercial Lending, Credit Analysis, IT Audit, Quality Auditing, Governance, Sarbanes-Oxley, Financial Services, Fraud, Operational Risk, Investments, Capital Markets, Asset Management, Mortgage Lending, Securities, Hedge Funds, Investment Banking, Financial Regulation, Equities, Bank Secrecy Act, Basel II, Regulations, Structured Finance, Private Equity, Executive Management, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Treasury Management
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Villanova University 1970 — 1974
BA, Political Science
Blessed Sacrament High School 1967 — 1970
NY State Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Our Lady of Mercy Grammar School
Nicholas Schiavo, CPA, M.B.A Nicholas Schiavo, CPA, M.B.A's Jefferson Wells Experience December 1999 - June 2000
Job Private Equity and Venture Capital Financial/Operations Executive
Industry Investment Management
Experience
Nicholas Schiavo LLC November 2010 - Present
Alt Resources LLC October 2011 - June 2013
PineBridge Investments August 2007 - October 2010
CITI Alternative Investments (Hedge Fund Administrator) February 2005 - June 2007
Resources Global Professionals October 2001 - February 2005
PwC May 2000 - July 2001
Jefferson Wells December 1999 - June 2000
The Blackstone Group September 1997 - October 1999
JP Morgan Chase June 1989 - September 1997
KPMG September 1984 - June 1989
Skills
Private Equity, Financial Analysis, Due Diligence, Investments, Valuation, Corporate Finance, Capital Markets, Equities, Financial Reporting, Asset Managment, Operations Management, Hedge Funds, Financial Modeling, Business Development, Alternative Investments, Business Valuation, Analysis, Strategy, Financial Structuring, Finance, Forecasting, Financial Services, Business Strategy, Accounting, Mutual Funds, Cash Management, Internal Controls, Financial Accounting, Financial Statements, Investment Management, Venture Capital, Portfolio Management, Investment Strategies, Derivatives, Mergers & Acquisitions, Fixed Income, Structured Finance, Investment Banking, Start-ups, Management, Investor Relations, Restructuring, Strategic Financial..., Financial Advisory, Fund Accounting, Fund Of Funds, Securities, SEC filings
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Pace University 1980 — 1984
BBA, Accounting
Nicholas Schiavo LLC November 2010 - Present
Alt Resources LLC October 2011 - June 2013
PineBridge Investments August 2007 - October 2010
CITI Alternative Investments (Hedge Fund Administrator) February 2005 - June 2007
Resources Global Professionals October 2001 - February 2005
PwC May 2000 - July 2001
Jefferson Wells December 1999 - June 2000
The Blackstone Group September 1997 - October 1999
JP Morgan Chase June 1989 - September 1997
KPMG September 1984 - June 1989
Skills
Private Equity, Financial Analysis, Due Diligence, Investments, Valuation, Corporate Finance, Capital Markets, Equities, Financial Reporting, Asset Managment, Operations Management, Hedge Funds, Financial Modeling, Business Development, Alternative Investments, Business Valuation, Analysis, Strategy, Financial Structuring, Finance, Forecasting, Financial Services, Business Strategy, Accounting, Mutual Funds, Cash Management, Internal Controls, Financial Accounting, Financial Statements, Investment Management, Venture Capital, Portfolio Management, Investment Strategies, Derivatives, Mergers & Acquisitions, Fixed Income, Structured Finance, Investment Banking, Start-ups, Management, Investor Relations, Restructuring, Strategic Financial..., Financial Advisory, Fund Accounting, Fund Of Funds, Securities, SEC filings
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Pace University 1980 — 1984
BBA, Accounting
Brad Hollingsworth's Jefferson Wells Experience 2004 - 2005
Job IT Security & Compliance Manager at Mattress Firm
Industry Information Technology and Services
Experience
Mattress Firm August 2012 - Present
Self September 2009 - August 2012
UHY Advisors, LLC August 2006 - September 2009
Self Employed February 2000 - August 2006
Jefferson Wells 2004 - 2005
Sirius Solutions 2004 - 2004
US Liquids, Inc May 1997 - February 2000
Autoplan Finance, LLC October 1996 - May 1997
Sanifill, Inc June 1990 - October 1996
Stillbrooke Corp October 1989 - June 1990
Skills
CISA, CISSP, Internal Audit, Enterprise Risk..., IT Audit, Segregation of Duties, Internal Controls, Sarbanes-Oxley Act, Disaster Recovery, Risk Assessment, Sarbanes-Oxley, Risk Management, Auditing, Business Process, Business Process..., Management, Accounting, SEC filings, Training, Leadership, Financial Analysis, PCI DSS, Finance, Financial Reporting, Analysis, Information Security, Start-ups, Budgets, Due Diligence
Education
Sam Houston State University 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Sam Houston State University 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Mattress Firm August 2012 - Present
Self September 2009 - August 2012
UHY Advisors, LLC August 2006 - September 2009
Self Employed February 2000 - August 2006
Jefferson Wells 2004 - 2005
Sirius Solutions 2004 - 2004
US Liquids, Inc May 1997 - February 2000
Autoplan Finance, LLC October 1996 - May 1997
Sanifill, Inc June 1990 - October 1996
Stillbrooke Corp October 1989 - June 1990
Skills
CISA, CISSP, Internal Audit, Enterprise Risk..., IT Audit, Segregation of Duties, Internal Controls, Sarbanes-Oxley Act, Disaster Recovery, Risk Assessment, Sarbanes-Oxley, Risk Management, Auditing, Business Process, Business Process..., Management, Accounting, SEC filings, Training, Leadership, Financial Analysis, PCI DSS, Finance, Financial Reporting, Analysis, Information Security, Start-ups, Budgets, Due Diligence
Education
Sam Houston State University 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Sam Houston State University 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Jeff Stine, CPA Jeff Stine, CPA's Jefferson Wells Experience June 1999 - June 2001
Job Vice President of Finance and Accounting at Contingent Network Services, A Comcast Business Company
Industry Computer Networking
Experience
Contingent Network Services, A Comcast Business Company August 2015 - Present
Contingent Network Services September 2007 - August 2015
PediaMed Pharmaceuticals 2005 - 2007
Omnicare July 2001 - July 2005
Jefferson Wells June 1999 - June 2001
Flink Ink June 1996 - June 1999
Skills
Accounting, Management, Financial Analysis, Human Resources, Internal Controls, Finance, Recruiting, Internal Audit, Budgets, Analysis, Financial Systems, Forecasting, Strategic Planning, Leadership, Employee Benefits, Accounts Receivable, Vendor Management, Access, Risk Management, Team Leadership, Process Improvement, Invoicing, Mergers & Acquisitions
Education
Xavier University 1999 — 2002
MBA, MIS
Purdue University 1988 — 1994
Bachelor of Science, Accounting
Contingent Network Services, A Comcast Business Company August 2015 - Present
Contingent Network Services September 2007 - August 2015
PediaMed Pharmaceuticals 2005 - 2007
Omnicare July 2001 - July 2005
Jefferson Wells June 1999 - June 2001
Flink Ink June 1996 - June 1999
Skills
Accounting, Management, Financial Analysis, Human Resources, Internal Controls, Finance, Recruiting, Internal Audit, Budgets, Analysis, Financial Systems, Forecasting, Strategic Planning, Leadership, Employee Benefits, Accounts Receivable, Vendor Management, Access, Risk Management, Team Leadership, Process Improvement, Invoicing, Mergers & Acquisitions
Education
Xavier University 1999 — 2002
MBA, MIS
Purdue University 1988 — 1994
Bachelor of Science, Accounting
Michael Codena Michael Codena's Jefferson Wells Experience September 2006 - February 2008
Job DAS Commercial Business Director at Diversified Agency Services (DAS) Omnicom Group Inc.
Industry Executive Office
Experience
Diversified Agency Services (DAS) - Omnicom Group Inc. July 2013 - Present
Energy BBDO September 2011 - Present
DRAFTFCB February 2008 - February 2011
Jefferson Wells September 2006 - February 2008
Foote Cone & Belding January 2003 - September 2006
Interpublic Group December 2002 - December 2003
Young & Rubicam Advertising January 1999 - November 2002
Skills
Financial Reporting, Forecasting, P&L Management, SOX, US GAAP
Education
Pace University 1994 — 1998
Business Administration, Finance Accounting
Diversified Agency Services (DAS) - Omnicom Group Inc. July 2013 - Present
Energy BBDO September 2011 - Present
DRAFTFCB February 2008 - February 2011
Jefferson Wells September 2006 - February 2008
Foote Cone & Belding January 2003 - September 2006
Interpublic Group December 2002 - December 2003
Young & Rubicam Advertising January 1999 - November 2002
Skills
Financial Reporting, Forecasting, P&L Management, SOX, US GAAP
Education
Pace University 1994 — 1998
Business Administration, Finance Accounting
Lou Perry Lou Perry's Jefferson Wells Experience April 2009 - December 2011
Job Principal at The Boardwalk Consulting Group, LLP
Industry Accounting
Experience
The Boardwalk Consulting Group, LLP August 2011 - Present
Jefferson Wells April 2009 - December 2011
The Gelber Organization September 2006 - April 2009
Resorts Csino Hotel March 2003 - October 2005
Claridge Casino Hotel 1983 - 2002
Skills
Auditing, SEC filings, Tax, Corporate Tax, Tax Accounting, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Forecasting, Budgets, Team Building, Strategic Planning, Strategic Financial..., Sarbanes-Oxley, Sales Tax, SEC Filings, Management, Internal Audit, Income Tax, Hospitality, General Ledger, GAAP, Financial Analysis, Finance
Education
Penn State University 1970 — 1974
BS, ACCOUNTING
The Boardwalk Consulting Group, LLP August 2011 - Present
Jefferson Wells April 2009 - December 2011
The Gelber Organization September 2006 - April 2009
Resorts Csino Hotel March 2003 - October 2005
Claridge Casino Hotel 1983 - 2002
Skills
Auditing, SEC filings, Tax, Corporate Tax, Tax Accounting, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Forecasting, Budgets, Team Building, Strategic Planning, Strategic Financial..., Sarbanes-Oxley, Sales Tax, SEC Filings, Management, Internal Audit, Income Tax, Hospitality, General Ledger, GAAP, Financial Analysis, Finance
Education
Penn State University 1970 — 1974
BS, ACCOUNTING
Michele Porfilio Michele Porfilio's Jefferson Wells Experience July 2007 - January 2008
Job at WorldBridge Partners
Industry Staffing and Recruiting
Experience
WorldBridge Partners 2015 - Present
Vitamin T August 2013 - March 2015
Forsythe April 2013 - June 2013
Career Education Corporation 2012 - 2013
Crowe Horwath LLP January 2008 - August 2012
Jefferson Wells July 2007 - January 2008
Crowe Chizek October 2005 - July 2007
StaffMatch LLC November 2002 - November 2005
Whittmanhart 2002 - 2005
ComCore March 1998 - March 2002
Skills
Vendor Management, Leadership, Applicant Tracking..., Technical Recruiting, Talent Acquisition, College Recruiting, Internet Recruiting, Benefits Negotiation, Sourcing, Executive Search, Recruiting, Strategic Sourcing, Onboarding, Talent Management, Social Media, Social Recruiting, Employer Branding, Project Management, Coaching, Professional Mentoring, Problem Solving, Collaborative Problem..., Stakeholder Engagement, Motivational..., Behavioral Interviewing, Competency Based..., Mock Interviews, Interviewing Skills, Interview Preparation, Personal Branding, Social Media Marketing, Email Marketing, Market Research, Workforce Planning, Workforce Development, Career Assessment, Offer Development, Diversity & Inclusion, Strategic Thinking, Temporary Placement, Strategic Planning, Vendor Relationships, CRM, Consulting, Metrics, Motivation, Process Improvement, Interviews, Analytics, Data Analysis
Education
Colorado State University
Organizational Leadership
Saint Xavier University
WorldBridge Partners 2015 - Present
Vitamin T August 2013 - March 2015
Forsythe April 2013 - June 2013
Career Education Corporation 2012 - 2013
Crowe Horwath LLP January 2008 - August 2012
Jefferson Wells July 2007 - January 2008
Crowe Chizek October 2005 - July 2007
StaffMatch LLC November 2002 - November 2005
Whittmanhart 2002 - 2005
ComCore March 1998 - March 2002
Skills
Vendor Management, Leadership, Applicant Tracking..., Technical Recruiting, Talent Acquisition, College Recruiting, Internet Recruiting, Benefits Negotiation, Sourcing, Executive Search, Recruiting, Strategic Sourcing, Onboarding, Talent Management, Social Media, Social Recruiting, Employer Branding, Project Management, Coaching, Professional Mentoring, Problem Solving, Collaborative Problem..., Stakeholder Engagement, Motivational..., Behavioral Interviewing, Competency Based..., Mock Interviews, Interviewing Skills, Interview Preparation, Personal Branding, Social Media Marketing, Email Marketing, Market Research, Workforce Planning, Workforce Development, Career Assessment, Offer Development, Diversity & Inclusion, Strategic Thinking, Temporary Placement, Strategic Planning, Vendor Relationships, CRM, Consulting, Metrics, Motivation, Process Improvement, Interviews, Analytics, Data Analysis
Education
Colorado State University
Organizational Leadership
Saint Xavier University
Jody Weiss Jody Weiss's Jefferson Wells Experience 2001 - 2003
Job TCHG Executive Search
Industry Staffing and Recruiting
Experience
TCHG Executive Search May 2003 - Present
Tatum LLC August 2007 - February 2009
Jefferson Wells 2001 - 2003
City of Kirby, Texas 1998 - 2000
Skills
Executive Search, Talent Acquisition, Human Resources, Sales, Recruiting, Finance, Strategy, Interviews, Accounting, Leadership, Retained Search, Job Search Strategies, Executive Management, Temporary Placement, Management, Team Building, Recruitment Advertising, Screening Resumes, Hiring, Consulting, Applicant Tracking..., Process Improvement, Business Development, Personnel Management, Talent Management, Budgets, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, College Recruiting, Staffing Services, Employer Branding, Temporary Staffing, Benefits Negotiation, Workforce Planning, Financial Analysis, Professional Services, C-Level, Financial Services, Training, Sustainability, Candidate Generation, Permanent Placement, Technology, Corporate Recruiting, Recruitment/Retention, "C-Level" Placements, Operations, Search
Education
University of Texas - San Antonio 1998 — 2000
MBA
St. Mary's University 1990 — 1991
MS, Public Administration
St. Mary's University 1985 — 1989
BA, Political Science
TCHG Executive Search May 2003 - Present
Tatum LLC August 2007 - February 2009
Jefferson Wells 2001 - 2003
City of Kirby, Texas 1998 - 2000
Skills
Executive Search, Talent Acquisition, Human Resources, Sales, Recruiting, Finance, Strategy, Interviews, Accounting, Leadership, Retained Search, Job Search Strategies, Executive Management, Temporary Placement, Management, Team Building, Recruitment Advertising, Screening Resumes, Hiring, Consulting, Applicant Tracking..., Process Improvement, Business Development, Personnel Management, Talent Management, Budgets, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, College Recruiting, Staffing Services, Employer Branding, Temporary Staffing, Benefits Negotiation, Workforce Planning, Financial Analysis, Professional Services, C-Level, Financial Services, Training, Sustainability, Candidate Generation, Permanent Placement, Technology, Corporate Recruiting, Recruitment/Retention, "C-Level" Placements, Operations, Search
Education
University of Texas - San Antonio 1998 — 2000
MBA
St. Mary's University 1990 — 1991
MS, Public Administration
St. Mary's University 1985 — 1989
BA, Political Science
Rick Dermond Rick Dermond's Jefferson Wells Experience 2005 - 2005
Job IT Manager, DBA, Networking Resource Looking for Work in the Butler, Pittsburgh Market
Industry Information Services
Experience
Giant Eagle September 2008 - May 2012
Federated Investors 2007 - 2007
Federal Home Loan Bank of Pittsburgh 2005 - 2006
Bayer Technology Services 2004 - 2006
Jefferson Wells 2005 - 2005
Fisher Scientific 2004 - 2004
Highmark Life and Casualty Company 2003 - 2004
Alcoa 1999 - 2003
Skills
SDLC, Business Analysis, Quality Assurance, Process Improvement, Project Management, Leadership, Microsoft SQL Server, Database Design, Vendor Management, Requirements Analysis, Change Management, Business Development, Business Process..., New Business Development, Data Analysis, Visio, ERP, Customer Service, Requirements Gathering, Database Administration, Recruiting, Problem Solving, Data Warehousing, JavaScript, Process Engineering, MS Project, Relational Databases, Oracle SQL, Oracle Enterprise..., Mobile Devices, Modeling, DNS, DHTML, DHCP, Front-end, User Acceptance Testing, User Interface Design, ASP, Java, Social Networking, Corporate Relocation, Pricing, Energy, Google Adwords, Twitter, Internet, IT Operations, IIS, Knowledge Management, VMware
Education
DeVry University 1994 — 2012
Bachelors, Computer Information Systems - Accounting, 4.0
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelors, Education
Slippery Rock University of Pennsylvania
Bachelor's degree, Education
Giant Eagle September 2008 - May 2012
Federated Investors 2007 - 2007
Federal Home Loan Bank of Pittsburgh 2005 - 2006
Bayer Technology Services 2004 - 2006
Jefferson Wells 2005 - 2005
Fisher Scientific 2004 - 2004
Highmark Life and Casualty Company 2003 - 2004
Alcoa 1999 - 2003
Skills
SDLC, Business Analysis, Quality Assurance, Process Improvement, Project Management, Leadership, Microsoft SQL Server, Database Design, Vendor Management, Requirements Analysis, Change Management, Business Development, Business Process..., New Business Development, Data Analysis, Visio, ERP, Customer Service, Requirements Gathering, Database Administration, Recruiting, Problem Solving, Data Warehousing, JavaScript, Process Engineering, MS Project, Relational Databases, Oracle SQL, Oracle Enterprise..., Mobile Devices, Modeling, DNS, DHTML, DHCP, Front-end, User Acceptance Testing, User Interface Design, ASP, Java, Social Networking, Corporate Relocation, Pricing, Energy, Google Adwords, Twitter, Internet, IT Operations, IIS, Knowledge Management, VMware
Education
DeVry University 1994 — 2012
Bachelors, Computer Information Systems - Accounting, 4.0
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelors, Education
Slippery Rock University of Pennsylvania
Bachelor's degree, Education
James Allsman James Allsman's Jefferson Wells Experience September 2004 - September 2005
Job
Industry Financial Services
Experience
Aetna October 2011 - Present
Freelance August 2005 - Present
Tigers Radio Network January 2008 - Present
Jefferson Health System September 2005 - October 2011
Jefferson Wells September 2004 - September 2005
Aetna May 2001 - September 2004
Aetna March 2000 - May 2001
Aetna May 1998 - March 2000
Aetna January 1996 - May 1998
Skills
Radio, Baseball, Financial Reporting, IT Audit, Sarbanes-Oxley Act, Networking, Financial Analysis, Accounting, Project Management, Public Speaking, Internal Controls, Internal Audit, Coaching, Process Improvement, Leadership Development, Sarbanes-Oxley, Enterprise Risk..., Auditing, Risk Assessment, Risk Management, Insurance, Staff Development, Fraud, Strategic Planning, Teaching, Football, Governance, Operational Risk..., Leadership
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Finance and Accounting
Penn State University 1994 — 2000
BA, Speech Communication
Marple Newtown High School 1990 — 1994
Aetna October 2011 - Present
Freelance August 2005 - Present
Tigers Radio Network January 2008 - Present
Jefferson Health System September 2005 - October 2011
Jefferson Wells September 2004 - September 2005
Aetna May 2001 - September 2004
Aetna March 2000 - May 2001
Aetna May 1998 - March 2000
Aetna January 1996 - May 1998
Skills
Radio, Baseball, Financial Reporting, IT Audit, Sarbanes-Oxley Act, Networking, Financial Analysis, Accounting, Project Management, Public Speaking, Internal Controls, Internal Audit, Coaching, Process Improvement, Leadership Development, Sarbanes-Oxley, Enterprise Risk..., Auditing, Risk Assessment, Risk Management, Insurance, Staff Development, Fraud, Strategic Planning, Teaching, Football, Governance, Operational Risk..., Leadership
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Finance and Accounting
Penn State University 1994 — 2000
BA, Speech Communication
Marple Newtown High School 1990 — 1994
Tish Abbey Tish Abbey's Jefferson Wells Experience 2005 - 2007
Job EA at South Coast Terminals
Industry Executive Office
Experience
South Coast Terminals LP January 2015 - Present
KMCO May 2009 - Present
Jefferson Wells 2005 - 2007
Peak Oilfield Services Company May 2001 - January 2003
Skills
Budgets, Office Management, Invoicing, Change Management, Event Planning, Project Management, Auditing, Team Leadership, Microsoft Office, Access, Software Documentation, Financial Analysis, New Business Development, Microsoft Excel, Time Management, Employee Benefits, Sales, Management, Accounting, SAP, Accounts Payable, Strategic Planning, Accounts Receivable, Notary Public, Leadership, Negotiation, Executive Management, Process Engineering, Marketing, Contract Negotiation, Internal Audit, Recruiting, Human Resources, Finance, Teamwork, Policy, Continuous Improvement, Contract Management, Microsoft Word, Analysis, Account Management, Customer Service, Process Improvement, Purchasing, Employee Relations, Project Planning, Process Scheduler, Sarbanes-Oxley Act, QuickBooks, Business Process...
Education
University of Houston-Clear Lake 1995 — 1997
Bachelor's Degree, Communications / Broadcast Journalism
Sam Houston State University 1990 — 1992
AA, Communications
East Chambers High School
South Coast Terminals LP January 2015 - Present
KMCO May 2009 - Present
Jefferson Wells 2005 - 2007
Peak Oilfield Services Company May 2001 - January 2003
Skills
Budgets, Office Management, Invoicing, Change Management, Event Planning, Project Management, Auditing, Team Leadership, Microsoft Office, Access, Software Documentation, Financial Analysis, New Business Development, Microsoft Excel, Time Management, Employee Benefits, Sales, Management, Accounting, SAP, Accounts Payable, Strategic Planning, Accounts Receivable, Notary Public, Leadership, Negotiation, Executive Management, Process Engineering, Marketing, Contract Negotiation, Internal Audit, Recruiting, Human Resources, Finance, Teamwork, Policy, Continuous Improvement, Contract Management, Microsoft Word, Analysis, Account Management, Customer Service, Process Improvement, Purchasing, Employee Relations, Project Planning, Process Scheduler, Sarbanes-Oxley Act, QuickBooks, Business Process...
Education
University of Houston-Clear Lake 1995 — 1997
Bachelor's Degree, Communications / Broadcast Journalism
Sam Houston State University 1990 — 1992
AA, Communications
East Chambers High School
Steven Soehnel Steven Soehnel's Jefferson Wells Experience January 2001 - November 2003
Job Sr. Internal Auditor at Oldcastle, Inc.
Industry Accounting
Experience
Oldcastle, Inc. July 2013 - Present
Exide Technologies February 2010 - May 2013
Exide Technologies September 2006 - February 2010
Horn Murdock Cole April 2006 - September 2006
Rock-Tenn Company September 2005 - April 2006
Horn Murdock Cole December 2003 - August 2005
Jefferson Wells January 2001 - November 2003
Wilden Plastics USA October 1999 - December 2000
Skills
Financial Analysis, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Variance Analysis, Business Planning, Cost Accounting, Internal Audit, Mergers & Acquisitions, Finance, Auditing, Management
Education
Pace University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Oldcastle, Inc. July 2013 - Present
Exide Technologies February 2010 - May 2013
Exide Technologies September 2006 - February 2010
Horn Murdock Cole April 2006 - September 2006
Rock-Tenn Company September 2005 - April 2006
Horn Murdock Cole December 2003 - August 2005
Jefferson Wells January 2001 - November 2003
Wilden Plastics USA October 1999 - December 2000
Skills
Financial Analysis, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Variance Analysis, Business Planning, Cost Accounting, Internal Audit, Mergers & Acquisitions, Finance, Auditing, Management
Education
Pace University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Michele Eddy Chaisson's Jefferson Wells Experience December 1999 - November 2003
Job Coach at Realize Your Strength LLC
Industry Oil & Energy
Experience
Realize Your Strength LLC March 2015 - Present
Forest Oil Corporation November 2003 - March 2015
Jefferson Wells December 1999 - November 2003
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Oil & Gas Industry
Education
The Coaches Training Institute 2014 — 2015
Completed, Co-Active Coach Training Program
University of Colorado at Denver 1988 — 1991
BS, Accounting
Regis University 1985 — 1987
Realize Your Strength LLC March 2015 - Present
Forest Oil Corporation November 2003 - March 2015
Jefferson Wells December 1999 - November 2003
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Oil & Gas Industry
Education
The Coaches Training Institute 2014 — 2015
Completed, Co-Active Coach Training Program
University of Colorado at Denver 1988 — 1991
BS, Accounting
Regis University 1985 — 1987
Ernesto Reza-Garduño Ernesto Reza-Garduño's Jefferson Wells Experience July 2004 - December 2006
Job President and Managing Director at ERGO Consultng Group
Industry Management Consulting
Experience
ERGO Consulting Group November 2008 - Present
MFR, PC December 2006 - December 2008
Jefferson Wells July 2004 - December 2006
Wood Group October 2001 - June 2004
KoSa (Koch Industries and Saba) October 1998 - September 2001
Hoechst Celanese (Mexico) August 1987 - September 1998
Skills
Process Improvement, Internal Audit, Project Management, Sarbanes-Oxley Act, Business Development, CISA, Risk Management, Internal Controls, IT Audit, Governance, Auditing, Business Process, Strategy, Outsourcing, Strategic Planning, COBIT, Enterprise Risk..., Risk Assessment, Management Consulting, Business Process..., Business Planning, Sarbanes-Oxley, Mergers, Consulting, Business Strategy, Business Analysis, Due Diligence, Business Continuity, IT Risk Management, Corporate Governance, CRISC, Policy, Management, Leadership, Executive Management, Information Technology, COSO, ERP, Process Engineering, IT Strategy, Business Transformation, Start-ups, SAP, Information Security, Restructuring, ITGC, Accounting, Finance, Managerial Finance, Analysis
Education
Tecnológico de Monterrey 1982 — 1985
Bachelor, Computer Science and Business Administration
Tecnológico de Monterrey 1982 — 1985
Bachelor of Science (B.S.) Computer Sciences and Business Administration, Computer Science
ERGO Consulting Group November 2008 - Present
MFR, PC December 2006 - December 2008
Jefferson Wells July 2004 - December 2006
Wood Group October 2001 - June 2004
KoSa (Koch Industries and Saba) October 1998 - September 2001
Hoechst Celanese (Mexico) August 1987 - September 1998
Skills
Process Improvement, Internal Audit, Project Management, Sarbanes-Oxley Act, Business Development, CISA, Risk Management, Internal Controls, IT Audit, Governance, Auditing, Business Process, Strategy, Outsourcing, Strategic Planning, COBIT, Enterprise Risk..., Risk Assessment, Management Consulting, Business Process..., Business Planning, Sarbanes-Oxley, Mergers, Consulting, Business Strategy, Business Analysis, Due Diligence, Business Continuity, IT Risk Management, Corporate Governance, CRISC, Policy, Management, Leadership, Executive Management, Information Technology, COSO, ERP, Process Engineering, IT Strategy, Business Transformation, Start-ups, SAP, Information Security, Restructuring, ITGC, Accounting, Finance, Managerial Finance, Analysis
Education
Tecnológico de Monterrey 1982 — 1985
Bachelor, Computer Science and Business Administration
Tecnológico de Monterrey 1982 — 1985
Bachelor of Science (B.S.) Computer Sciences and Business Administration, Computer Science
Deb (Squire) Donaldson's Jefferson Wells Experience August 2008 - June 2010
Job VP & Corporate Controller at Bonten Media Group, Inc
Industry Broadcast Media
Experience
Bonten Media Group, Inc June 2010 - Present
Jefferson Wells August 2008 - June 2010
The Goodman CPA Group July 2001 - July 2008
Northfield Bank March 1989 - July 2001
Education
Rutgers University-New Brunswick 1997 — 2001
MBA, Accounting and Finance
Valparaiso University 1977 — 1981
BS, Biology, Christian Education
Bonten Media Group, Inc June 2010 - Present
Jefferson Wells August 2008 - June 2010
The Goodman CPA Group July 2001 - July 2008
Northfield Bank March 1989 - July 2001
Education
Rutgers University-New Brunswick 1997 — 2001
MBA, Accounting and Finance
Valparaiso University 1977 — 1981
BS, Biology, Christian Education
Matthew E. Abrams, CRCP Matthew E. Abrams, CRCP's Jefferson Wells Experience August 2002 - October 2003
Job Certified Regulatory and Compliance Professional at Compliance Science, Inc.
Industry Financial Services
Experience
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Kurt Kolseth, CISA, CRISC's Jefferson Wells Experience 2004 - 2009
Job Senior Associate BT Risk and Compliance at Discover Financial Services
Industry Information Technology and Services
Experience
Discover Financial Services November 2011 - Present
The Biltmore Group March 2009 - November 2011
Jefferson Wells 2004 - 2009
Moore Business Comunication Services 1996 - 2004
Moore Business Forms 1992 - 1996
Skills
IT Audit, CISA, SOX, Disaster Recovery, Risk Management, Risk Assessment, COBIT, Sarbanes-Oxley Act, Information Security..., Business Continuity, Sarbanes-Oxley, Internal Audit, CRISC, Computer Security, Security, Information Technology, COSO, Data Security, Internal Controls, Auditing, SAS70, GLBA, Security Audits, Enterprise Risk..., IT Management, SDLC, Governance, Process Improvement, HIPAA, Vulnerability Assessment, Business Process..., Banking, Financial Risk, Software Documentation, Identity Management, Vendor Management, PCI DSS, Information Security, CISSP, IT Operations, Operational Risk..., ISO 27001, Penetration Testing, Operational Risk, Business Continuity..., Project Management, Management, SOX 404, Vulnerability Management, Data Center
Education
University of Louisville
BSBA, Accounting
Purdue University
Business School
Discover Financial Services November 2011 - Present
The Biltmore Group March 2009 - November 2011
Jefferson Wells 2004 - 2009
Moore Business Comunication Services 1996 - 2004
Moore Business Forms 1992 - 1996
Skills
IT Audit, CISA, SOX, Disaster Recovery, Risk Management, Risk Assessment, COBIT, Sarbanes-Oxley Act, Information Security..., Business Continuity, Sarbanes-Oxley, Internal Audit, CRISC, Computer Security, Security, Information Technology, COSO, Data Security, Internal Controls, Auditing, SAS70, GLBA, Security Audits, Enterprise Risk..., IT Management, SDLC, Governance, Process Improvement, HIPAA, Vulnerability Assessment, Business Process..., Banking, Financial Risk, Software Documentation, Identity Management, Vendor Management, PCI DSS, Information Security, CISSP, IT Operations, Operational Risk..., ISO 27001, Penetration Testing, Operational Risk, Business Continuity..., Project Management, Management, SOX 404, Vulnerability Management, Data Center
Education
University of Louisville
BSBA, Accounting
Purdue University
Business School
Phyllis Tubesing's Jefferson Wells Experience January 1997 - September 2008
Job Financial Advocate for Seniors
Industry Individual & Family Services
Experience
Phyllis M. Tubesing LLC September 2007 - Present
Jefferson Wells January 1997 - September 2008
Pfeifer-Hamilton Publishers October 1993 - December 1996
Ambrosia Chocolate Company October 1984 - September 1993
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk...
Education
Quinlan School of Business, Loyola University Chicago 1972 — 1974
MBA, Accounting
Phyllis M. Tubesing LLC September 2007 - Present
Jefferson Wells January 1997 - September 2008
Pfeifer-Hamilton Publishers October 1993 - December 1996
Ambrosia Chocolate Company October 1984 - September 1993
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Enterprise Risk...
Education
Quinlan School of Business, Loyola University Chicago 1972 — 1974
MBA, Accounting
Jennifer (Willis) Loughran Jennifer (Willis) Loughran's Jefferson Wells Experience 2003 - 2005
Job Owner and Skateboarding Instructor at Uptown Skate School
Industry Marketing and Advertising
Experience
Uptown Skate School January 2008 - Present
jlwDesign, Inc. March 2007 - Present
City of New York May 2006 - March 2011
City of New York 2006 - March 2011
Xtend 2005 - 2006
Jefferson Wells 2003 - 2005
Arthur J. Gallagher 2003 - 2004
Lucent Technologies 1998 - 2001
Education
Raritan Valley Community College 1997 — 1999
Assoc
Uptown Skate School January 2008 - Present
jlwDesign, Inc. March 2007 - Present
City of New York May 2006 - March 2011
City of New York 2006 - March 2011
Xtend 2005 - 2006
Jefferson Wells 2003 - 2005
Arthur J. Gallagher 2003 - 2004
Lucent Technologies 1998 - 2001
Education
Raritan Valley Community College 1997 — 1999
Assoc
Christopher Warhol Christopher Warhol's Jefferson Wells Experience July 2000 - October 2002
Job Owner at Christopher P. Warhol, LLC
Industry Financial Services
Experience
Christopher P. Warhol, LLC February 2008 - Present
Arthur Vanni CPA LLC September 2007 - Present
Cetera Financial Specialists 2012 - Present
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2007 - 2015
Accume Partners June 2004 - September 2007
Berkshire Financial Group, Inc. February 2004 - June 2004
Jefferson Wells July 2000 - October 2002
Gruntal & Co. June 1998 - July 2000
Garban Securities October 1997 - June 1998
United Federation Of Teachers Welfare Fund January 1995 - October 1997
Skills
Management, Leadership, Research, Training, Sales, SOX 404, Internal Controls, Internal Audit, IT Audit, COSO Framework, SSAE 16, Policy Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Flowcharting, Internal Control, Quality Assurance, Risk Management, Risk Assessment
Education
St. John's University
Bachelor’s Degree, Accounting and Finance
Christopher P. Warhol, LLC February 2008 - Present
Arthur Vanni CPA LLC September 2007 - Present
Cetera Financial Specialists 2012 - Present
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2007 - 2015
Accume Partners June 2004 - September 2007
Berkshire Financial Group, Inc. February 2004 - June 2004
Jefferson Wells July 2000 - October 2002
Gruntal & Co. June 1998 - July 2000
Garban Securities October 1997 - June 1998
United Federation Of Teachers Welfare Fund January 1995 - October 1997
Skills
Management, Leadership, Research, Training, Sales, SOX 404, Internal Controls, Internal Audit, IT Audit, COSO Framework, SSAE 16, Policy Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Flowcharting, Internal Control, Quality Assurance, Risk Management, Risk Assessment
Education
St. John's University
Bachelor’s Degree, Accounting and Finance
Anuj Nagpal CISA CISM CRISC MBA Anuj Nagpal CISA CISM CRISC MBA's Jefferson Wells Experience February 2005 - June 2008
Job IT Compliance Lead at Arista Networks
Industry Information Technology and Services
Experience
Arista Networks March 2015 - Present
Infobiz Solutions Inc. April 2009 - Present
Infobiz Solutions Inc. May 2006 - Present
US Banccorp June 2008 - June 2009
Jefferson Wells February 2005 - June 2008
Skills
IT Compliance, IT Audit, IT Security Best..., IT Risk Management, IT SOX, GLBA, SOC 1, SOC 2, SOC 3, SSAE 16, SysTrust, PCI DSS, Vendor Risk Assessment, COBIT, ITIL, FFIEC, COSO Framework, SAP GRC Access Control, SAP Audit, Open Pages, TeamMate, Internal Audit, External Audit, Auditing, Sarbanes-Oxley Act, Security, Risk Assessment, Vendor Management, Business Process..., Information Technology, Information Security, CISA
Education
Pfeiffer University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pfeiffer University at Charlotte 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arista Networks March 2015 - Present
Infobiz Solutions Inc. April 2009 - Present
Infobiz Solutions Inc. May 2006 - Present
US Banccorp June 2008 - June 2009
Jefferson Wells February 2005 - June 2008
Skills
IT Compliance, IT Audit, IT Security Best..., IT Risk Management, IT SOX, GLBA, SOC 1, SOC 2, SOC 3, SSAE 16, SysTrust, PCI DSS, Vendor Risk Assessment, COBIT, ITIL, FFIEC, COSO Framework, SAP GRC Access Control, SAP Audit, Open Pages, TeamMate, Internal Audit, External Audit, Auditing, Sarbanes-Oxley Act, Security, Risk Assessment, Vendor Management, Business Process..., Information Technology, Information Security, CISA
Education
Pfeiffer University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pfeiffer University at Charlotte 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Alicia Gicewicz-Bryant Alicia Gicewicz-Bryant's Jefferson Wells Experience 2001 - 2002
Job CoOwner/Vice President at Mountain States Engineering and Controls
Industry Wholesale
Experience
Mountain States Engineering and Controls August 2008 - Present
Jefferson Wells 2001 - 2002
L'Oréal USA- Lancome Paris Division 1995 - 1999
Bristol-Myers Squibb Princeton, NJ 1990 - 1994
Corning Incorporated, Corning, NY 1986 - 1989
Skills
Strategic Planning, Marketing Communications, Advertising, Marketing Strategy, Marketing, Social Media, Public Relations, Social Media Marketing, New Business Development, Sales Management, Account Management, Media Relations, Public Speaking, Direct Marketing, Product Development, Customer Service
Education
Saint Bonaventure University 1982 — 1986
BA, Mass Communications
Ealing College of Higher Education Great Britain 1985 — 1985
BA, English
Mountain States Engineering and Controls August 2008 - Present
Jefferson Wells 2001 - 2002
L'Oréal USA- Lancome Paris Division 1995 - 1999
Bristol-Myers Squibb Princeton, NJ 1990 - 1994
Corning Incorporated, Corning, NY 1986 - 1989
Skills
Strategic Planning, Marketing Communications, Advertising, Marketing Strategy, Marketing, Social Media, Public Relations, Social Media Marketing, New Business Development, Sales Management, Account Management, Media Relations, Public Speaking, Direct Marketing, Product Development, Customer Service
Education
Saint Bonaventure University 1982 — 1986
BA, Mass Communications
Ealing College of Higher Education Great Britain 1985 — 1985
BA, English
Diana Lloyd, CPA, CFO Diana Lloyd, CPA, CFO's Jefferson Wells Experience 2006 - 2007
Job Principal Owner/Founder of Lloyd Forensic & Accounting Services Corp
Industry Accounting
Experience
Lloyd Forensic & Accounting Services Corp January 2000 - Present
RSM McGladrey 2007 - 2008
West Jefferson Medical Center September 2006 - July 2007
Jefferson Wells 2006 - 2007
Taylor Rafferty 1999 - 2000
Skills
Risk Management, Contract Negotiations, Policy, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Accounting, Forecasting, Budgets, GAAP, Analysis, General Ledger, Cost Accounting, Finance, Financial Accounting, Management
Education
Pace University 1999 — 2003
Bachelor's degree, Accounting
Lloyd Forensic & Accounting Services Corp January 2000 - Present
RSM McGladrey 2007 - 2008
West Jefferson Medical Center September 2006 - July 2007
Jefferson Wells 2006 - 2007
Taylor Rafferty 1999 - 2000
Skills
Risk Management, Contract Negotiations, Policy, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Accounting, Forecasting, Budgets, GAAP, Analysis, General Ledger, Cost Accounting, Finance, Financial Accounting, Management
Education
Pace University 1999 — 2003
Bachelor's degree, Accounting
Lori Maltzman Lori Maltzman's Jefferson Wells Experience 1999 - 2002
Job Business Development Specialist at Dentons
Industry Legal Services
Experience
Dentons July 2015 - Present
KPMG March 2011 - July 2015
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. 2010 - March 2011
Rothstein Kass 2007 - 2010
Kaye Scholer LLP 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2003 - 2006
Jefferson Wells 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Business Strategy, Marketing, Social Media Marketing, Strategic Planning, Market Research, Strategy, Leadership, Event Management, Business Development, Event Planning, Budgets, Advertising, Account Management
Education
Syracuse University 1994 — 1998
BS, Marketing
Dentons July 2015 - Present
KPMG March 2011 - July 2015
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. 2010 - March 2011
Rothstein Kass 2007 - 2010
Kaye Scholer LLP 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2003 - 2006
Jefferson Wells 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Business Strategy, Marketing, Social Media Marketing, Strategic Planning, Market Research, Strategy, Leadership, Event Management, Business Development, Event Planning, Budgets, Advertising, Account Management
Education
Syracuse University 1994 — 1998
BS, Marketing
Carrie Dean, CIR, PRC, PHR Carrie Dean, CIR, PRC, PHR's Jefferson Wells Experience 1999 - 2002
Job Senior Recruiter at CDK Global. Multiple Digital Advertising opportunities! #GreenLightYourCareer
Industry Human Resources
Experience
CDK Global (formerly ADP Dealer Services) September 2014 - Present
ADP June 2010 - September 2014
Independent Recruiter - Freelance Projects January 2008 - July 2013
Mitsubishi Electric Power Products, Inc. September 2005 - June 2010
ASE Edge 2003 - 2005
Allegheny Financial Group 2003 - 2003
Embassy Suites Hotel 2002 - 2003
Jefferson Wells 1999 - 2002
Skills
Social Media, Talent Acquisition, HRIS, Interviewing, Employee Relations, Technical Recruiting, Applicant Tracking..., College Recruiting, Hiring, Organizational..., Talent Management, Recruiting, Sourcing, Benefits Negotiation, Interviews, Internet Recruiting, Screening, Human Resources, Temporary Placement, Strategic Planning, ADP Payroll, Onboarding, Screening Resumes, Sales, Personnel Management, Contract Recruitment, Customer Service, New Business Development, Executive Search, Management, Training, Leadership, Cold Calling, Employee Benefits, Benefits Administration, Outsourcing, Taleo, Workforce Planning, New Hire Orientations, Job Fairs, Deferred Compensation, Performance Management, Staffing Services, Succession Planning, Temporary Staffing, Resume Writing, Behavioral Interviewing, Employer Branding, HR Consulting, Employee Engagement
Education
Robert Morris University
PHR Certification
Community College of Beaver County
Associates Degree, Applied Sciences
CDK Global (formerly ADP Dealer Services) September 2014 - Present
ADP June 2010 - September 2014
Independent Recruiter - Freelance Projects January 2008 - July 2013
Mitsubishi Electric Power Products, Inc. September 2005 - June 2010
ASE Edge 2003 - 2005
Allegheny Financial Group 2003 - 2003
Embassy Suites Hotel 2002 - 2003
Jefferson Wells 1999 - 2002
Skills
Social Media, Talent Acquisition, HRIS, Interviewing, Employee Relations, Technical Recruiting, Applicant Tracking..., College Recruiting, Hiring, Organizational..., Talent Management, Recruiting, Sourcing, Benefits Negotiation, Interviews, Internet Recruiting, Screening, Human Resources, Temporary Placement, Strategic Planning, ADP Payroll, Onboarding, Screening Resumes, Sales, Personnel Management, Contract Recruitment, Customer Service, New Business Development, Executive Search, Management, Training, Leadership, Cold Calling, Employee Benefits, Benefits Administration, Outsourcing, Taleo, Workforce Planning, New Hire Orientations, Job Fairs, Deferred Compensation, Performance Management, Staffing Services, Succession Planning, Temporary Staffing, Resume Writing, Behavioral Interviewing, Employer Branding, HR Consulting, Employee Engagement
Education
Robert Morris University
PHR Certification
Community College of Beaver County
Associates Degree, Applied Sciences
Bert Martin Bert Martin's Jefferson Wells Experience October 2003 - May 2005
Job Portfolio Manager at Portland General Electric
Industry Utilities
Experience
PeaceHealth May 2014 - September 2014
PeaceHealth July 2013 - May 2014
PeaceHealth December 2012 - July 2013
Vancouver UCC 2003 - 2013
PeaceHealth Southwest Medical Center September 2011 - December 2012
Columbia Sportswear June 2005 - September 2011
Jefferson Wells October 2003 - May 2005
UnitedHealth Group March 2001 - October 2003
marchFIRST October 1999 - January 2001
Landscape Structures June 1995 - October 1999
Skills
Information Security, Project Management, IT Audit, Process Design, Information Technology, Leadership, Strategy, Business, Project Portfolio..., Business Analysis, Process Improvement, Vendor Management, SharePoint, Business Process..., Business Process, IT Management, SDLC, Disaster Recovery, Governance, Software Documentation, Management, Visio, Change Management, PMP
Education
University of Minnesota - Carlson School of Management 1998 — 2000
Masters of Business Administration, IS
Pacific University 1988 — 1992
Bachelor of Arts, Art
PeaceHealth May 2014 - September 2014
PeaceHealth July 2013 - May 2014
PeaceHealth December 2012 - July 2013
Vancouver UCC 2003 - 2013
PeaceHealth Southwest Medical Center September 2011 - December 2012
Columbia Sportswear June 2005 - September 2011
Jefferson Wells October 2003 - May 2005
UnitedHealth Group March 2001 - October 2003
marchFIRST October 1999 - January 2001
Landscape Structures June 1995 - October 1999
Skills
Information Security, Project Management, IT Audit, Process Design, Information Technology, Leadership, Strategy, Business, Project Portfolio..., Business Analysis, Process Improvement, Vendor Management, SharePoint, Business Process..., Business Process, IT Management, SDLC, Disaster Recovery, Governance, Software Documentation, Management, Visio, Change Management, PMP
Education
University of Minnesota - Carlson School of Management 1998 — 2000
Masters of Business Administration, IS
Pacific University 1988 — 1992
Bachelor of Arts, Art
Andrew Bickerton's Jefferson Wells Experience June 2001 - May 2003
Job Recruiter at Synchrony Financial
Industry Staffing and Recruiting
Experience
Synchrony Financial December 2013 - Present
Synergy Professional Staffing May 2008 - Present
Source Interlink June 2006 - August 2008
Jefferson Wells June 2001 - May 2003
Bank of America December 1998 - May 2001
MCI March 1995 - December 1998
Education
State University of New York College at Fredonia 1985 — 1989
BS, Business
Synchrony Financial December 2013 - Present
Synergy Professional Staffing May 2008 - Present
Source Interlink June 2006 - August 2008
Jefferson Wells June 2001 - May 2003
Bank of America December 1998 - May 2001
MCI March 1995 - December 1998
Education
State University of New York College at Fredonia 1985 — 1989
BS, Business
Kathy Lundy-Helling's Jefferson Wells Experience February 2007 - September 2007
Job Principal Consultant at KMH Solutions
Industry Health, Wellness and Fitness
Experience
KMH Solutions October 2014 - Present
Brookdale Senior Living September 2011 - September 2014
Horizon Bay Retirement Living May 2010 - September 2011
Brookdale Senior Living September 2007 - May 2010
Jefferson Wells February 2007 - September 2007
Alterra Healthcare December 1993 - September 2007
Skills
Coaching, Healthcare, Team Building, Leadership Development, Training, Management, Process Improvement, Strategic Planning, Organizational..., Negotiation, Budgets, Public Speaking, Performance Management, Change Management, Customer Service, Recruiting, Supervisory Skills, Human Resources, Staff Development, Employee Relations, Operations Management, Leadership, Business Development, Healthcare Management, Policy, Employee Benefits, Employee Training, Onboarding
Education
St. Ambrose University 1974 — 1979
BS, Business
KMH Solutions October 2014 - Present
Brookdale Senior Living September 2011 - September 2014
Horizon Bay Retirement Living May 2010 - September 2011
Brookdale Senior Living September 2007 - May 2010
Jefferson Wells February 2007 - September 2007
Alterra Healthcare December 1993 - September 2007
Skills
Coaching, Healthcare, Team Building, Leadership Development, Training, Management, Process Improvement, Strategic Planning, Organizational..., Negotiation, Budgets, Public Speaking, Performance Management, Change Management, Customer Service, Recruiting, Supervisory Skills, Human Resources, Staff Development, Employee Relations, Operations Management, Leadership, Business Development, Healthcare Management, Policy, Employee Benefits, Employee Training, Onboarding
Education
St. Ambrose University 1974 — 1979
BS, Business
Bill Kooiman Bill Kooiman's Jefferson Wells Experience January 2005 - April 2006
Job Business Development Manager at KME Systems
Industry Management Consulting
Experience
KME Systems September 2015 - Present
Aydus December 2014 - June 2015
The Rutland Group, Inc 2011 - December 2014
ITresources May 2006 - August 2011
Jefferson Wells January 2005 - April 2006
Ajilon Consulting January 2002 - December 2005
IBM Global Services October 1999 - November 2001
Skills
Strategic Planning, Business Development, Strategy, Start-ups, Project Management, Business Analysis, Outsourcing, Consulting, Enterprise Software, Strategic Partnerships, CRM, Management, Leadership, Public Speaking, Marketing, Management Consulting, Business Intelligence, Integration, eCommerce, Internet Strategy, Digital Marketing, Digital Strategy, Digital Agency, Mobile Applications, Mobile Marketing, Responsive Web Design, Digital Design, Social Media Marketing, E-commerce
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), FInance
San Diego State University-California State University
Bachelor's Degree, Information Technology
KME Systems September 2015 - Present
Aydus December 2014 - June 2015
The Rutland Group, Inc 2011 - December 2014
ITresources May 2006 - August 2011
Jefferson Wells January 2005 - April 2006
Ajilon Consulting January 2002 - December 2005
IBM Global Services October 1999 - November 2001
Skills
Strategic Planning, Business Development, Strategy, Start-ups, Project Management, Business Analysis, Outsourcing, Consulting, Enterprise Software, Strategic Partnerships, CRM, Management, Leadership, Public Speaking, Marketing, Management Consulting, Business Intelligence, Integration, eCommerce, Internet Strategy, Digital Marketing, Digital Strategy, Digital Agency, Mobile Applications, Mobile Marketing, Responsive Web Design, Digital Design, Social Media Marketing, E-commerce
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), FInance
San Diego State University-California State University
Bachelor's Degree, Information Technology
Kenneth Foley Kenneth Foley's Jefferson Wells Experience 1999 - 2004
Job Director of Internal Audit at NYCCOC
Industry Entertainment
Experience
NYCCOC October 2007 - Present
IDT Corporation 2004 - 2007
Jefferson Wells 1999 - 2004
IBM January 1990 - March 1999
IBM 1987 - 1990
Skills
SOX, Internal Audit, Internal Controls, Enterprise Risk..., COSO, Corporate Fraud..., Corporate Accountant
Education
Pace University
BBA, Accounting
NYCCOC October 2007 - Present
IDT Corporation 2004 - 2007
Jefferson Wells 1999 - 2004
IBM January 1990 - March 1999
IBM 1987 - 1990
Skills
SOX, Internal Audit, Internal Controls, Enterprise Risk..., COSO, Corporate Fraud..., Corporate Accountant
Education
Pace University
BBA, Accounting
Monty Steele Monty Steele's Jefferson Wells Experience 2001 - 2006
Job Lawson Administrator at University of Colorado Health System
Industry Hospital & Health Care
Experience
University of Colorado Health May 2012 - Present
Aleut Management Services January 2007 - 2012
El Paso County Information Services 2006 - 2007
Jefferson Wells 2001 - 2006
Colorado Springs School District 11 1990 - 2001
Skills
System Administration, Lawson, ERP, PeopleSoft, Troubleshooting, Unix, Team Building, IT Management, Process Improvement, Requirements Analysis, Software Project..., Change Management, Disaster Recovery, Security, Program Management, Active Directory, Integration, Analysis, ITIL, Project Planning, Management, Vendor Management, Microsoft Office, Systems Analysis, Software Documentation, MS Project, Windows Server, SharePoint, Network Security, Performance Tuning, Servers, Windows, Project Coordination, MS Office Suite, Negotiation, Security Management, Lawson 4GL, Visio, Leadership, Strategic Planning, Customer Service
Education
Regis University 1989 — 1991
BS, Information Systems
Pikes Peak Community College 1983 — 1985
Associate of Arts and Sciences (AAS), Computer Science
Widefield
University of Colorado Health May 2012 - Present
Aleut Management Services January 2007 - 2012
El Paso County Information Services 2006 - 2007
Jefferson Wells 2001 - 2006
Colorado Springs School District 11 1990 - 2001
Skills
System Administration, Lawson, ERP, PeopleSoft, Troubleshooting, Unix, Team Building, IT Management, Process Improvement, Requirements Analysis, Software Project..., Change Management, Disaster Recovery, Security, Program Management, Active Directory, Integration, Analysis, ITIL, Project Planning, Management, Vendor Management, Microsoft Office, Systems Analysis, Software Documentation, MS Project, Windows Server, SharePoint, Network Security, Performance Tuning, Servers, Windows, Project Coordination, MS Office Suite, Negotiation, Security Management, Lawson 4GL, Visio, Leadership, Strategic Planning, Customer Service
Education
Regis University 1989 — 1991
BS, Information Systems
Pikes Peak Community College 1983 — 1985
Associate of Arts and Sciences (AAS), Computer Science
Widefield
Catherine Ling Catherine Ling's Jefferson Wells Experience April 2006 - June 2008
Job Division Risk Manager at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Union Bank March 2012 - Present
Union Bank June 2008 - March 2012
Jefferson Wells April 2006 - June 2008
Plante & Moran 2005 - 2006
Union Bank of California 1994 - 2004
Skills
Project Management, Sarbanes-Oxley Act, Financial Risk, Risk Management, Enterprise Risk..., Banking, Due Diligence, Financial Modeling, Internal Controls, Business Process, Accounting, Finance, Management, Internal Audit, Financial Services, Financial Reporting, Auditing, Operational Risk, Program Management, Mergers & Acquisitions, Budgets, Leadership, Portfolio Management, Financial Analysis, Credit
Education
Walsh College 2004 — 2006
MSBIT, Master of Science Business Information Technology
Rochester College
Western Michigan University
Mark McGurren's Jefferson Wells Experience April 2005 - June 2009
Job BPS Analytics Offering Leader at HewlettPackard
Industry Management Consulting
Experience
Hewlett-Packard September 2013 - Present
Hewlett-Packard November 2011 - September 2013
Willis September 2009 - November 2011
Jefferson Wells April 2005 - June 2009
Corporate Personnel & Associates November 1990 - April 2005
Skills
Disaster Recovery, BPO, ERP, Business Process, Outsourcing, Internal Audit, Risk Assessment, Management, Business Planning, Process Improvement, Team Building, Strategic Planning, Leadership, Business Development, Selling, Account Management, Contract Negotiation, Information Technology, Human Resources, Professional Services, Finance, Business Process..., CRM, Executive Management, Employee Benefits, Vendor Management, Strategy, Management Consulting, Risk Management, Mergers & Acquisitions, Cross-functional Team..., Consulting, Program Management, IT Strategy, SaaS, Change Management, Start-ups, Enterprise Software, Strategic Partnerships, Cloud Computing, Business Intelligence, Business Strategy, Business Analysis, Business Transformation, Solution Selling, New Business Development, IT Outsourcing, Salesforce.com, P&L Management, Business Alliances
Education
Rockhurst University 1984 — 1988
Bachelor of Science, Business Administration-Management
Rockhurst High School 1980 — 1984
Hewlett-Packard September 2013 - Present
Hewlett-Packard November 2011 - September 2013
Willis September 2009 - November 2011
Jefferson Wells April 2005 - June 2009
Corporate Personnel & Associates November 1990 - April 2005
Skills
Disaster Recovery, BPO, ERP, Business Process, Outsourcing, Internal Audit, Risk Assessment, Management, Business Planning, Process Improvement, Team Building, Strategic Planning, Leadership, Business Development, Selling, Account Management, Contract Negotiation, Information Technology, Human Resources, Professional Services, Finance, Business Process..., CRM, Executive Management, Employee Benefits, Vendor Management, Strategy, Management Consulting, Risk Management, Mergers & Acquisitions, Cross-functional Team..., Consulting, Program Management, IT Strategy, SaaS, Change Management, Start-ups, Enterprise Software, Strategic Partnerships, Cloud Computing, Business Intelligence, Business Strategy, Business Analysis, Business Transformation, Solution Selling, New Business Development, IT Outsourcing, Salesforce.com, P&L Management, Business Alliances
Education
Rockhurst University 1984 — 1988
Bachelor of Science, Business Administration-Management
Rockhurst High School 1980 — 1984
Ben Bull Ben Bull's Jefferson Wells Experience 2006 - 2007
Job Senior Security Consultant at TELUS
Industry Information Technology and Services
Experience
TELUS Security Solutions 2009 - Present
KPMG Audit September 2008 - April 2009
KPMG 2008 - 2009
Emergis June 2007 - August 2008
Jefferson Wells 2006 - 2007
CIBC 2002 - 2004
Ernst & Young, LLP 1999 - 2002
E&Y 1999 - 2002
North American Gateway 1997 - 1999
Skills
IT Audit, Enterprise Risk..., COBIT, Governance, SAS70, Security Architecture..., Information Security, CISA, IT Strategy, Security, Auditing, Information Security..., Payment Industry, PCI DSS, Business Continuity, CISSP
Education
University of Teesside
TELUS Security Solutions 2009 - Present
KPMG Audit September 2008 - April 2009
KPMG 2008 - 2009
Emergis June 2007 - August 2008
Jefferson Wells 2006 - 2007
CIBC 2002 - 2004
Ernst & Young, LLP 1999 - 2002
E&Y 1999 - 2002
North American Gateway 1997 - 1999
Skills
IT Audit, Enterprise Risk..., COBIT, Governance, SAS70, Security Architecture..., Information Security, CISA, IT Strategy, Security, Auditing, Information Security..., Payment Industry, PCI DSS, Business Continuity, CISSP
Education
University of Teesside
Christopher Cucuzza Christopher Cucuzza's Jefferson Wells Experience January 2000 - October 2001
Job VP, Technology
Industry Retail
Experience
Sleepy's Inc January 1999 - Present
Jefferson Wells January 2000 - October 2001
BDO Seidman 1996 - 1999
BDO USA, LLP October 1992 - December 1995
PwC January 1994 - June 1995
Skills
Oracle E-Business Suite, Oracle Applications, IT Strategy, Retail, Business Intelligence, IT Management, Web Analytics, Oracle HR, Oracle, E-commerce, Cloud Computing, Salesforce.com, Databases, Process Improvement, Vendor Management, Business Analysis, IT Operations, IT Solutions, Disaster Recovery, CPA, Information Technology, Accounting, Okta, ERP, SDLC, Integration, Business Process..., Informatica, Cloud Applications, WMS Implementations, Radian6, Demandware, Data Warehousing, Salesforce.com..., Technology Integration, Budget Management, Department Budgeting, ExactTarget, Multi-channel Retail, CRM
Education
Queen's College 1990 — 1992
Bachelor's degree, Accounting
St. John's university 1988 — 1990
Sleepy's Inc January 1999 - Present
Jefferson Wells January 2000 - October 2001
BDO Seidman 1996 - 1999
BDO USA, LLP October 1992 - December 1995
PwC January 1994 - June 1995
Skills
Oracle E-Business Suite, Oracle Applications, IT Strategy, Retail, Business Intelligence, IT Management, Web Analytics, Oracle HR, Oracle, E-commerce, Cloud Computing, Salesforce.com, Databases, Process Improvement, Vendor Management, Business Analysis, IT Operations, IT Solutions, Disaster Recovery, CPA, Information Technology, Accounting, Okta, ERP, SDLC, Integration, Business Process..., Informatica, Cloud Applications, WMS Implementations, Radian6, Demandware, Data Warehousing, Salesforce.com..., Technology Integration, Budget Management, Department Budgeting, ExactTarget, Multi-channel Retail, CRM
Education
Queen's College 1990 — 1992
Bachelor's degree, Accounting
St. John's university 1988 — 1990
Jeff Tutton, MSc., QSA, CCFE Jeff Tutton, MSc., QSA, CCFE's Jefferson Wells Experience May 2004 - February 2006
Job
Industry Information Technology and Services
Experience
Intersec Worldwide, Inc. December 2014 - Present
Intersec Worldwide, Inc. February 2010 - November 2014
Verizon Business / Cybertrust May 2007 - February 2010
Cybertrust February 2006 - May 2007
Jefferson Wells May 2004 - February 2006
Unisys Corp July 2002 - May 2004
iTM Healthcare 2003 - 2004
Deloitte December 2001 - June 2002
Verizon Wireless June 1997 - September 2000
Skills
Information Security..., Security Audits, PCI DSS, CISSP, Penetration Testing, Encryption, Vulnerability Scanning, IT Governance, Information Security, Data Security, Security, Firewalls, GLBA, Security Policy..., Governance, Identity Management, Payment Industry, Risk Assessment, Security Policy, Network Security, Computer Forensics, Incident Response, Security Awareness, Vulnerability Management, Disaster Recovery, Web Application Security, Information Technology, Vulnerability Assessment, DLP, Computer Security, ISO 27001, Application Security, VPN, Sarbanes-Oxley Act, IT Audit, IT Risk Management, Security Architecture..., Enterprise Risk..., Business Continuity, ITIL, CISA, CISM, IDS, Mobile Security, Intrusion Detection, CEH, Security Incident..., Information Security..., COBIT, PKI
Education
Royal Holloway, University of London 1999 — 2001
Master of Science, Information Security & Secure Electronic Commerce - Science, Math
Seattle University 1996 — 1999
Computer Business
Intersec Worldwide, Inc. December 2014 - Present
Intersec Worldwide, Inc. February 2010 - November 2014
Verizon Business / Cybertrust May 2007 - February 2010
Cybertrust February 2006 - May 2007
Jefferson Wells May 2004 - February 2006
Unisys Corp July 2002 - May 2004
iTM Healthcare 2003 - 2004
Deloitte December 2001 - June 2002
Verizon Wireless June 1997 - September 2000
Skills
Information Security..., Security Audits, PCI DSS, CISSP, Penetration Testing, Encryption, Vulnerability Scanning, IT Governance, Information Security, Data Security, Security, Firewalls, GLBA, Security Policy..., Governance, Identity Management, Payment Industry, Risk Assessment, Security Policy, Network Security, Computer Forensics, Incident Response, Security Awareness, Vulnerability Management, Disaster Recovery, Web Application Security, Information Technology, Vulnerability Assessment, DLP, Computer Security, ISO 27001, Application Security, VPN, Sarbanes-Oxley Act, IT Audit, IT Risk Management, Security Architecture..., Enterprise Risk..., Business Continuity, ITIL, CISA, CISM, IDS, Mobile Security, Intrusion Detection, CEH, Security Incident..., Information Security..., COBIT, PKI
Education
Royal Holloway, University of London 1999 — 2001
Master of Science, Information Security & Secure Electronic Commerce - Science, Math
Seattle University 1996 — 1999
Computer Business
Patrick Begley's Jefferson Wells Experience March 2010 - April 2011
Job Vice President, Global Business Services at TMF Group
Industry International Trade and Development
Experience
TMF Group September 2015 - Present
TMF Group 2015 - Present
St. Joseph's Preparatory School January 2004 - Present
RADIUS 2013 - 2015
PRO Unlimited April 2011 - October 2013
Jefferson Wells March 2010 - April 2011
SolomonEdwardsGroup LLC April 2008 - March 2010
Resources Global Professionals (Formerly Deloitte) 2004 - 2008
Visibillity, Inc. 1998 - 2004
Skills
Cross-functional Team..., Management, Talent Management, Business Development, Strategy, Consulting, Risk Management, ERP, Sourcing, CRM, Vendor Management, Business Process..., SaaS, Process Improvement, Project Management, Salesforce.com, Human Resources, Budgets, SAP, Start-ups, Finance, Management Consulting, Procurement, Leadership, Financial Services, Outsourcing, Executive Management, Strategic Planning
Education
Saint Joseph's University
BS
St. Joseph's Preparatory School
TMF Group September 2015 - Present
TMF Group 2015 - Present
St. Joseph's Preparatory School January 2004 - Present
RADIUS 2013 - 2015
PRO Unlimited April 2011 - October 2013
Jefferson Wells March 2010 - April 2011
SolomonEdwardsGroup LLC April 2008 - March 2010
Resources Global Professionals (Formerly Deloitte) 2004 - 2008
Visibillity, Inc. 1998 - 2004
Skills
Cross-functional Team..., Management, Talent Management, Business Development, Strategy, Consulting, Risk Management, ERP, Sourcing, CRM, Vendor Management, Business Process..., SaaS, Process Improvement, Project Management, Salesforce.com, Human Resources, Budgets, SAP, Start-ups, Finance, Management Consulting, Procurement, Leadership, Financial Services, Outsourcing, Executive Management, Strategic Planning
Education
Saint Joseph's University
BS
St. Joseph's Preparatory School
Christo Ovcharov's Jefferson Wells Experience 2005 - 2009
Job IT Strategy, Risk & Compliance Consulting
Industry Management Consulting
Experience
McKean Morris Group 2010 - Present
Jefferson Wells 2005 - 2009
Control Solutions International 2003 - 2005
Solvay 1998 - 2001
Deloitte 1994 - 1998
Skills
Team Management, Budgets, Financial Reporting, Change Management, Enterprise Risk..., Business Strategy, System Implementations, ERP Software, Process Improvement, Team Leadership, Management Consulting, CISA, Governance, Auditing, Business Process..., Start-ups, IT Management, Risk Management, Risk Assessment, Project Management, IT Audit, Internal Controls, Strategic Planning, Operations Management, COBIT, Business Process, Leadership, IT Strategy, Information Technology, Business Analysis, Accounting, ERP, Consulting, Sarbanes-Oxley, Business Development, Banking, Sarbanes-Oxley Act, Financial Services, Internal Audit, SAP, Executive Management, Training, Strategy, Business Transformation, Security, Mergers & Acquisitions, Information Security..., Cloud Computing, Management, Vendor Management
Education
MIT Sloan School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Strategy, IT, Finance
ACCA 1996 — 1998
Affiliate
Technical University Sofia 1987 — 1992
B.Sc., Electronics and Microelectronics
McKean Morris Group 2010 - Present
Jefferson Wells 2005 - 2009
Control Solutions International 2003 - 2005
Solvay 1998 - 2001
Deloitte 1994 - 1998
Skills
Team Management, Budgets, Financial Reporting, Change Management, Enterprise Risk..., Business Strategy, System Implementations, ERP Software, Process Improvement, Team Leadership, Management Consulting, CISA, Governance, Auditing, Business Process..., Start-ups, IT Management, Risk Management, Risk Assessment, Project Management, IT Audit, Internal Controls, Strategic Planning, Operations Management, COBIT, Business Process, Leadership, IT Strategy, Information Technology, Business Analysis, Accounting, ERP, Consulting, Sarbanes-Oxley, Business Development, Banking, Sarbanes-Oxley Act, Financial Services, Internal Audit, SAP, Executive Management, Training, Strategy, Business Transformation, Security, Mergers & Acquisitions, Information Security..., Cloud Computing, Management, Vendor Management
Education
MIT Sloan School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Strategy, IT, Finance
ACCA 1996 — 1998
Affiliate
Technical University Sofia 1987 — 1992
B.Sc., Electronics and Microelectronics
Matt Fairbrook's Jefferson Wells Experience July 2005 - January 2006
Job
Industry Consumer Goods
Experience
Self February 2013 - Present
KidKraft Toy and Furniture 2015 - 2015
KidKraft Toy and Furniture 2015 - 2015
Heelys October 2012 - January 2013
Heelys December 2011 - September 2012
Self June 2010 - November 2011
TRAVIS WOLFF, LLP July 2008 - May 2010
TravisWolff February 2006 - July 2008
Jefferson Wells July 2005 - January 2006
Crescent Real Estate April 2005 - June 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Management, Cash Management, P&L Management, Mas 90, Investor Relations, Key Performance..., Managerial Finance, Budgets, Financial Modeling, Mergers, Finance, Management, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Analysis, Consolidation, Auditing
Education
Kaiserslautern American High School
Southern Methodist University
B.A., German
Southern Methodist University - Cox School of Business
B.B.A., Finance
Southern Methodist University - Cox School of Business
M.B.A., Finance
Self February 2013 - Present
KidKraft Toy and Furniture 2015 - 2015
KidKraft Toy and Furniture 2015 - 2015
Heelys October 2012 - January 2013
Heelys December 2011 - September 2012
Self June 2010 - November 2011
TRAVIS WOLFF, LLP July 2008 - May 2010
TravisWolff February 2006 - July 2008
Jefferson Wells July 2005 - January 2006
Crescent Real Estate April 2005 - June 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Management, Cash Management, P&L Management, Mas 90, Investor Relations, Key Performance..., Managerial Finance, Budgets, Financial Modeling, Mergers, Finance, Management, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Analysis, Consolidation, Auditing
Education
Kaiserslautern American High School
Southern Methodist University
B.A., German
Southern Methodist University - Cox School of Business
B.B.A., Finance
Southern Methodist University - Cox School of Business
M.B.A., Finance
Linda Sam, CAMS's Jefferson Wells Experience August 2006 - July 2010
Job Senior Audit Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Bank of America July 2012 - May 2013
Aurora Bank FSB July 2010 - July 2012
Hudson Financial Solutions March 2010 - July 2010
Jefferson Wells August 2006 - July 2010
Hudson Global Resources June 2004 - August 2006
Cherry, Bekaert & Holland, PLLC August 2003 - January 2004
Skills
Internal Audit, Auditing, Internal Controls, Banking, Financial Risk, Project Management, Risk Management, Process Improvement, AML, Credit, Enterprise Risk..., Operational Risk..., COSO, Bank Secrecy Act..., Bank Compliance Audits, Internal Audit and..., Risk Assessment, Analysis, Sarbanes Oxley (SOX)..., Loan Review, Managerial Skills, Automated Workpapers, SOX, Management Consulting, Financial Reporting, Financial Analysis, Business Process..., Team Building, Cash Management, Compliance Audits, Financial Institutions, Policy, Due Diligence, Testing, Problem Solving, PowerPoint, Compliance, Audit, Risk, Fraud Investigations, Risk Mitigation, Compliance Management, Accounts Payable, Accounts Receivable, General Ledger, Money Service Business..., Sarbanes-Oxley Act, Management
Education
The College of Santa Fe 1994 — 1996
Master of Business Administration (MBA) (incomplete), Finance
The College of Santa Fe 1992 — 1994
BA, Accounting
American Institute of Banking
Diploma, Commercial Lending
American Institute of Banking
Diploma, Consumer Lending
American Institute of Banking
Diploma, General Banking
Fayetteville Community College 1984 — 1987
AAS, Banking & Finance
Wells Fargo May 2013 - Present
Bank of America July 2012 - May 2013
Aurora Bank FSB July 2010 - July 2012
Hudson Financial Solutions March 2010 - July 2010
Jefferson Wells August 2006 - July 2010
Hudson Global Resources June 2004 - August 2006
Cherry, Bekaert & Holland, PLLC August 2003 - January 2004
Skills
Internal Audit, Auditing, Internal Controls, Banking, Financial Risk, Project Management, Risk Management, Process Improvement, AML, Credit, Enterprise Risk..., Operational Risk..., COSO, Bank Secrecy Act..., Bank Compliance Audits, Internal Audit and..., Risk Assessment, Analysis, Sarbanes Oxley (SOX)..., Loan Review, Managerial Skills, Automated Workpapers, SOX, Management Consulting, Financial Reporting, Financial Analysis, Business Process..., Team Building, Cash Management, Compliance Audits, Financial Institutions, Policy, Due Diligence, Testing, Problem Solving, PowerPoint, Compliance, Audit, Risk, Fraud Investigations, Risk Mitigation, Compliance Management, Accounts Payable, Accounts Receivable, General Ledger, Money Service Business..., Sarbanes-Oxley Act, Management
Education
The College of Santa Fe 1994 — 1996
Master of Business Administration (MBA) (incomplete), Finance
The College of Santa Fe 1992 — 1994
BA, Accounting
American Institute of Banking
Diploma, Commercial Lending
American Institute of Banking
Diploma, Consumer Lending
American Institute of Banking
Diploma, General Banking
Fayetteville Community College 1984 — 1987
AAS, Banking & Finance
Angelina Mastroianni, CPA, CA, CPA (Illinois)'s Jefferson Wells Experience July 2004 - September 2006
Job Senior Finance/Audit Leader, Catalyst for value added results translating efficiencies into increased profitability
Industry Management Consulting
Experience
ANTHROCC Inc. September 2006 - Present
MCIS August 2012 - Present
Breakaway Addiction Services May 2012 - January 2015
Jefferson Wells July 2004 - September 2006
Remo Ferri Group of Automobiles June 2002 - July 2004
RSM Richter February 1996 - May 2002
C.E.S.A.T. Accounting Services, Mediterranean Press S.r.l. April 1990 - January 1995
PwC November 1985 - December 1989
Skills
SOX/Bill 98 Compliance, Interim Management and..., Process & Systems..., Internal Audit, Strategic Planning, Corporate Governance, Project Management, Financial Statement..., Treasury & Cash..., Management Reporting, Budgeting & Variance..., Mentoring & Coaching, Budgets, Financial Statements, Management, Auditing, Process Improvement, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Finance, Analysis
Education
Chartered Professional Accountants of Ontario
CPA, CA
Illinois CPA Society
CPA
Ryerson University
BBM, Accounting/Finance
ANTHROCC Inc. September 2006 - Present
MCIS August 2012 - Present
Breakaway Addiction Services May 2012 - January 2015
Jefferson Wells July 2004 - September 2006
Remo Ferri Group of Automobiles June 2002 - July 2004
RSM Richter February 1996 - May 2002
C.E.S.A.T. Accounting Services, Mediterranean Press S.r.l. April 1990 - January 1995
PwC November 1985 - December 1989
Skills
SOX/Bill 98 Compliance, Interim Management and..., Process & Systems..., Internal Audit, Strategic Planning, Corporate Governance, Project Management, Financial Statement..., Treasury & Cash..., Management Reporting, Budgeting & Variance..., Mentoring & Coaching, Budgets, Financial Statements, Management, Auditing, Process Improvement, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Finance, Analysis
Education
Chartered Professional Accountants of Ontario
CPA, CA
Illinois CPA Society
CPA
Ryerson University
BBM, Accounting/Finance
Jeff Boyd's Jefferson Wells Experience 2001 - 2006
Job Business Development Executive at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Squar Milner February 2010 - January 2014
Grant Thornton LLP December 2006 - February 2010
Jefferson Wells 2001 - 2006
All Covered January 1998 - May 2001
Skills
Mergers, Business Development, Sarbanes-Oxley Act, Time Management, Accounting, CPA, Internal Controls, Marketing Strategy, Financial Reporting, SEC filings, Strategic Planning, Restructuring, Financial Analysis, Due Diligence, Auditing, Sales, Mergers & Acquisitions, Private Equity, Financial Modeling, Management Consulting, Internal Audit, Corporate Finance, Business Transformation, M&A experience, Fishing, Financial Accounting, US GAAP, Revenue Recognition
Education
San Jose State University
Bachelor's degree, Finance and Economics
Moss Adams LLP January 2014 - Present
Squar Milner February 2010 - January 2014
Grant Thornton LLP December 2006 - February 2010
Jefferson Wells 2001 - 2006
All Covered January 1998 - May 2001
Skills
Mergers, Business Development, Sarbanes-Oxley Act, Time Management, Accounting, CPA, Internal Controls, Marketing Strategy, Financial Reporting, SEC filings, Strategic Planning, Restructuring, Financial Analysis, Due Diligence, Auditing, Sales, Mergers & Acquisitions, Private Equity, Financial Modeling, Management Consulting, Internal Audit, Corporate Finance, Business Transformation, M&A experience, Fishing, Financial Accounting, US GAAP, Revenue Recognition
Education
San Jose State University
Bachelor's degree, Finance and Economics
Rich Barry's Jefferson Wells Experience 1999 - 2002
Job Internal Audit Director at SiegelRobert, Inc.
Industry Automotive
Experience
Siegel-Robert, Inc. ConsultantJefferson Wells InternationalJuly 1999 - December 2002
Jefferson Wells 1999 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Managerial Finance, Financial Accounting, Risk Management, Financial Reporting, Internal Audit, Process Improvement, General Ledger, GAAP, Sarbanes-Oxley, Financial Analysis, Account Reconciliation, Forecasting, Finance, Enterprise Risk...
Education
Saint Louis University 1979 — 1982
Siegel-Robert, Inc. ConsultantJefferson Wells InternationalJuly 1999 - December 2002
Jefferson Wells 1999 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Managerial Finance, Financial Accounting, Risk Management, Financial Reporting, Internal Audit, Process Improvement, General Ledger, GAAP, Sarbanes-Oxley, Financial Analysis, Account Reconciliation, Forecasting, Finance, Enterprise Risk...
Education
Saint Louis University 1979 — 1982
Sharon Bembry's Jefferson Wells Experience March 2002 - June 2012
Job Director of Operations at HomeWell Senior Care
Industry Hospital & Health Care
Experience
HomeWell Senior Care September 2012 - 2014
Jefferson Wells March 2002 - June 2012
Arthur Andersen July 1997 - September 2001
Education
Phoenix College 1994 — 1996
HomeWell Senior Care September 2012 - 2014
Jefferson Wells March 2002 - June 2012
Arthur Andersen July 1997 - September 2001
Education
Phoenix College 1994 — 1996
Norm Shikuzawa's Jefferson Wells Experience 2004 - 2006
Job Risk Management Officer at Pacific Valley Bank
Industry Accounting
Experience
Pacific Valley Bank December 2010 - Present
UHY LLP August 2006 - July 2008
Jefferson Wells 2004 - 2006
KPMG Advisory 2000 - 2004
Charles Schwab 1983 - 1984
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, COSO, Banking, IT Audit
Education
San Francisco State University
BS
Pacific Valley Bank December 2010 - Present
UHY LLP August 2006 - July 2008
Jefferson Wells 2004 - 2006
KPMG Advisory 2000 - 2004
Charles Schwab 1983 - 1984
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, COSO, Banking, IT Audit
Education
San Francisco State University
BS
Carleton Wilkes, MPA, CIA, CPA's Jefferson Wells Experience June 2004 - January 2008
Job Internal Audit Leader Available
Industry Accounting
Experience
Available February 2009 - Present
Tatum January 2008 - February 2009
Jefferson Wells June 2004 - January 2008
Carleton S. Wilkes, CPA October 1998 - April 2001
Texas State Auditor's Office 1988 - 1999
Office of the State Auditor (Texas) October 1992 - October 1998
Education
Southwestern University 1972 — 1976
BBA, Accounting
The University of Texas at Austin
MPA, Auditing, Accounting
Available February 2009 - Present
Tatum January 2008 - February 2009
Jefferson Wells June 2004 - January 2008
Carleton S. Wilkes, CPA October 1998 - April 2001
Texas State Auditor's Office 1988 - 1999
Office of the State Auditor (Texas) October 1992 - October 1998
Education
Southwestern University 1972 — 1976
BBA, Accounting
The University of Texas at Austin
MPA, Auditing, Accounting
David Williams - CIA, CISA, MBA's Jefferson Wells Experience October 2000 - June 2005
Job IT Audit Manager at DR Horton
Industry Construction
Experience
DR Horton February 2012 - Present
Magnolia Coca Cola 2013 - Present
Fort Worth IIA 2005 - 2015
Tatum LLC December 2008 - February 2012
Plexent October 2007 - October 2008
Oil States International July 2005 - October 2007
Jefferson Wells October 2000 - June 2005
Overnite Transportation October 1992 - October 2000
Skills
Internal Audit, Sarbanes-Oxley, IT Security, COSO, COBIT, Process Reviews, IT Audit, ITIL, Risk Management, Internal Controls, ITGC, Construction Audit, Process Mapping, Operations Management, Accounting, Project Management, Business Development, Auditing, Information Security, ERP, Business Process..., Sarbanes-Oxley Act, Process Improvement, Reviews, Business Process, Financial Risk, Governance
Education
The University of Texas at Arlington - College of Business 2007 — 2008
Executive MBA, Globally Focused Master of Business Administration
Southern Arkansas University 1984 — 1988
BBA, Accounting
DR Horton February 2012 - Present
Magnolia Coca Cola 2013 - Present
Fort Worth IIA 2005 - 2015
Tatum LLC December 2008 - February 2012
Plexent October 2007 - October 2008
Oil States International July 2005 - October 2007
Jefferson Wells October 2000 - June 2005
Overnite Transportation October 1992 - October 2000
Skills
Internal Audit, Sarbanes-Oxley, IT Security, COSO, COBIT, Process Reviews, IT Audit, ITIL, Risk Management, Internal Controls, ITGC, Construction Audit, Process Mapping, Operations Management, Accounting, Project Management, Business Development, Auditing, Information Security, ERP, Business Process..., Sarbanes-Oxley Act, Process Improvement, Reviews, Business Process, Financial Risk, Governance
Education
The University of Texas at Arlington - College of Business 2007 — 2008
Executive MBA, Globally Focused Master of Business Administration
Southern Arkansas University 1984 — 1988
BBA, Accounting
Jan Levine's Jefferson Wells Experience July 2011 - April 2012
Job Royal Bank of Scotland Audit Director Functions including Conduct and Prudential Risk, Finance/Treasury/HR
Industry Financial Services
Experience
Royal Bank of Scotland July 2014 - Present
Hockeybuzz 2005 - Present
Rotowire August 2002 - Present
Roto Sports, Inc. 2002 - Present
Royal Bank of Scotland July 2013 - June 2014
Royal Bank of Scotland April 2012 - June 2013
Jefferson Wells July 2011 - April 2012
Barclays Capital October 2007 - June 2011
Baseball Digest Daily 2006 - 2008
UBS 2004 - 2007
Skills
Risk Management, Auditing, Internal Audit, Financial Modeling, Financial Services, Financial Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Investment Finance
Yeshiva University 1985 — 1990
Bachelor of Science, Accounting
Royal Bank of Scotland July 2014 - Present
Hockeybuzz 2005 - Present
Rotowire August 2002 - Present
Roto Sports, Inc. 2002 - Present
Royal Bank of Scotland July 2013 - June 2014
Royal Bank of Scotland April 2012 - June 2013
Jefferson Wells July 2011 - April 2012
Barclays Capital October 2007 - June 2011
Baseball Digest Daily 2006 - 2008
UBS 2004 - 2007
Skills
Risk Management, Auditing, Internal Audit, Financial Modeling, Financial Services, Financial Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Investment Finance
Yeshiva University 1985 — 1990
Bachelor of Science, Accounting
Don Wilcox's Jefferson Wells Experience November 1998 - July 2009
Job Operations Accounting at Denbury Resources
Industry Oil & Energy
Experience
Denbury Resources July 2009 - Present
Jefferson Wells November 1998 - July 2009
Jefferson Wells International 1998 - 2009
Skills
Accounting, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, Accounts Receivable, Variance Analysis, SEC filings, Financial Modeling, Financial Accounting, Mergers & Acquisitions, SAP, Financial Reporting
Education
Oklahoma State University 1974 — 1976
MS, Accounting
United States Naval Academy 1965 — 1969
Denbury Resources July 2009 - Present
Jefferson Wells November 1998 - July 2009
Jefferson Wells International 1998 - 2009
Skills
Accounting, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, Accounts Receivable, Variance Analysis, SEC filings, Financial Modeling, Financial Accounting, Mergers & Acquisitions, SAP, Financial Reporting
Education
Oklahoma State University 1974 — 1976
MS, Accounting
United States Naval Academy 1965 — 1969
Dennis Kalinoski's Jefferson Wells Experience 2005 - 2006
Job Insurance Agent, Health Care
Industry Insurance
Experience
Rutledge Insurance Group, LLC June 2008 - Present
Rutledge Insurance Group 2007 - Present
Jefferson Wells 2005 - 2006
e.spire/ACSI January 2001 - June 2004
Education
Old Dominion University 1963 — 1970
Rutledge Insurance Group, LLC June 2008 - Present
Rutledge Insurance Group 2007 - Present
Jefferson Wells 2005 - 2006
e.spire/ACSI January 2001 - June 2004
Education
Old Dominion University 1963 — 1970
Mary Marino's Jefferson Wells Experience April 2005 - January 2009
Job Tax Principal, Manufacturing & Distribution
Industry Financial Services
Experience
Bellevue Arts Museum October 2014 - Present
CliftonLarsonAllen LLP January 2009 - Present
Washington Society of CPAs 2009 - June 2014
Boys & Girls Clubs of King County 2005 - June 2012
Jefferson Wells April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey August 1999 - April 2005
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax
Education
University of Arizona 1979 — 1980
MBA, Accounting & FInance
Simmons College
BA, Communications
Bellevue Arts Museum October 2014 - Present
CliftonLarsonAllen LLP January 2009 - Present
Washington Society of CPAs 2009 - June 2014
Boys & Girls Clubs of King County 2005 - June 2012
Jefferson Wells April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey August 1999 - April 2005
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax
Education
University of Arizona 1979 — 1980
MBA, Accounting & FInance
Simmons College
BA, Communications
Brad Zeiger's Jefferson Wells Experience 2003 - 2004
Job Tax Manager at SL Industries, Inc.
Industry Electrical/Electronic Manufacturing
Experience
SL Industries, Inc. October 2004 - Present
Jefferson Wells 2003 - 2004
Deloitte 2000 - 2002
Ernst & Young 1997 - 1999
Penn Mutual 1981 - 1995
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Tax Accounting, Tax Research, SEC filings, CPA, Mergers, GAAP, Auditing, Income Tax, US GAAP, Due Diligence, Financial Accounting, Consolidation, International Tax
Education
Temple University 1988 — 1992
Master of Arts (M.A.), Taxation
SL Industries, Inc. October 2004 - Present
Jefferson Wells 2003 - 2004
Deloitte 2000 - 2002
Ernst & Young 1997 - 1999
Penn Mutual 1981 - 1995
Skills
Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax, Accounting, Tax Accounting, Tax Research, SEC filings, CPA, Mergers, GAAP, Auditing, Income Tax, US GAAP, Due Diligence, Financial Accounting, Consolidation, International Tax
Education
Temple University 1988 — 1992
Master of Arts (M.A.), Taxation
Jim Jorgensen's Jefferson Wells Experience December 1995 - January 2008
Job President and CEO at CrossCheck Compliance LLC
Industry Accounting
Experience
CrossCheck Compliance February 2008 - Present
Jefferson Wells December 1995 - January 2008
Tenneco January 1993 - December 1995
Enron January 1987 - December 1993
Tenneco June 1981 - December 1987
Kraft Foods June 1977 - May 1981
Education
University of Houston 1985 — 1987
MBA, Business
St. Norbert College 1973 — 1977
CrossCheck Compliance February 2008 - Present
Jefferson Wells December 1995 - January 2008
Tenneco January 1993 - December 1995
Enron January 1987 - December 1993
Tenneco June 1981 - December 1987
Kraft Foods June 1977 - May 1981
Education
University of Houston 1985 — 1987
MBA, Business
St. Norbert College 1973 — 1977
Susan Hu, CPA's Jefferson Wells Experience 2005 - 2006
Job Tax Manager
Industry Accounting
Experience
Altera Corporation 2010 - February 2015
True Partners Consulting 2006 - 2010
Jefferson Wells 2005 - 2006
Deloitte & Touche 2002 - 2004
Skills
Tax Research, FIN 48, Corporate Tax, Tax Accounting, Income Tax, FAS109, CPA, GoSystems, Tax Returns, OneSource Complaince, OneSource TaxStream Tax..., Accounting, International Tax, Tax, Financial Reporting, SEC Filings, Sarbanes-Oxley Act, Tax Advisory
Education
San Jose State University 1997 — 2001
BS
Altera Corporation 2010 - February 2015
True Partners Consulting 2006 - 2010
Jefferson Wells 2005 - 2006
Deloitte & Touche 2002 - 2004
Skills
Tax Research, FIN 48, Corporate Tax, Tax Accounting, Income Tax, FAS109, CPA, GoSystems, Tax Returns, OneSource Complaince, OneSource TaxStream Tax..., Accounting, International Tax, Tax, Financial Reporting, SEC Filings, Sarbanes-Oxley Act, Tax Advisory
Education
San Jose State University 1997 — 2001
BS
Patricia Rowlett, CISA, CISSP's Jefferson Wells Experience August 2004 - October 2006
Job IT Audit & Data Analytics SME
Industry Information Technology and Services
Experience
Experis May 2015 - Present
BorderHawk, LLC April 2013 - April 2015
AGL Resources May 2012 - April 2015
PROWLE Enterprises, LLC August 2010 - April 2015
Southern Company August 2009 - September 2010
Southern Company Services October 2006 - August 2009
Jefferson Wells August 2004 - October 2006
State of Georgia April 2001 - August 2004
Hertz Corporation February 1994 - April 2001
Louis Dreyfus Natural Gas, Sonet Exploration, CR Anthony's August 1991 - February 1994
Skills
Security, CISSP, Governance, CISA, Internal Controls, Program Management, Auditing, Computer Security, Information Technology, Change Management, Project Management, Sarbanes-Oxley, IT Risk Management, Management, Sarbanes-Oxley Act, Risk Management, Information Security..., Risk Assessment, Information Security, IT Audit, Business Process, ISO 27001, PCI DSS, Internal Audit, Business Continuity, Vulnerability Assessment
Education
Seton Hill University 1983 — 1986
BA
West Virginia University 1980 — 1983
Experis May 2015 - Present
BorderHawk, LLC April 2013 - April 2015
AGL Resources May 2012 - April 2015
PROWLE Enterprises, LLC August 2010 - April 2015
Southern Company August 2009 - September 2010
Southern Company Services October 2006 - August 2009
Jefferson Wells August 2004 - October 2006
State of Georgia April 2001 - August 2004
Hertz Corporation February 1994 - April 2001
Louis Dreyfus Natural Gas, Sonet Exploration, CR Anthony's August 1991 - February 1994
Skills
Security, CISSP, Governance, CISA, Internal Controls, Program Management, Auditing, Computer Security, Information Technology, Change Management, Project Management, Sarbanes-Oxley, IT Risk Management, Management, Sarbanes-Oxley Act, Risk Management, Information Security..., Risk Assessment, Information Security, IT Audit, Business Process, ISO 27001, PCI DSS, Internal Audit, Business Continuity, Vulnerability Assessment
Education
Seton Hill University 1983 — 1986
BA
West Virginia University 1980 — 1983
Becky (Harpster) Stahl's Jefferson Wells Experience August 2007 - March 2008
Job Chief Financial Officer at AMT The Association For Manufacturing Technology
Industry Accounting
Experience
AMT - The Association For Manufacturing Technology September 2015 - Present
Lightbridge Communications Corporation 2008 - 2015
LCC International, Inc. March 2008 - April 2011
Jefferson Wells August 2007 - March 2008
BT Infonet January 2000 - July 2007
The Walt Disney COmpany 1998 - 2000
Arthur Anderson September 1995 - July 1998
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
Penn State University 1991 — 1995
BS, Accounting
AMT - The Association For Manufacturing Technology September 2015 - Present
Lightbridge Communications Corporation 2008 - 2015
LCC International, Inc. March 2008 - April 2011
Jefferson Wells August 2007 - March 2008
BT Infonet January 2000 - July 2007
The Walt Disney COmpany 1998 - 2000
Arthur Anderson September 1995 - July 1998
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
Penn State University 1991 — 1995
BS, Accounting
Robert Magnusson CFSA's Jefferson Wells Experience May 2007 - September 2008
Job INTERNAL AUDIT CONSULTANT
Industry Financial Services
Experience
Internal Audit Consultant 2010 - Present
Israel Discount Bank of New York September 2008 - February 2010
Jefferson Wells May 2007 - September 2008
Van der Moolen June 2006 - March 2007
AXA-EQUITABLE November 2000 - June 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - November 2000
SANWA SECURITIES (USA) Co., L.P., New York, NY September 1992 - September 1998
BANKERS TRUST COMPANY, New York, NY April 1990 - September 1992
MIDLAND MONTAGUE (USA), New York, NY June 1986 - April 1990
DRESDNER BANK, A.G., New York, NY May 1983 - June 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Sarbanes-Oxley, Due Diligence, Banking, Financial Reporting, Tax, Accounting, Capital Markets, Business Process..., External Audit, Fixed Income, Financial Audits, Valuation, Credit Risk, Financial Services, Management Consulting, Management, Governance, Operational Risk..., Process Improvement, Finance, Investments, Securities, COSO, Derivatives, IT Audit, Equities, Operational Risk, Financial Modeling, SEC filings, CISA, AML, Corporate Finance, Corporate Governance, Cash Management, Managerial Finance, Trading, IFRS, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
M.B.A., Accounting
University of Oklahoma - Price College of Business 1967 — 1971
B.B.A., Finance
Internal Audit Consultant 2010 - Present
Israel Discount Bank of New York September 2008 - February 2010
Jefferson Wells May 2007 - September 2008
Van der Moolen June 2006 - March 2007
AXA-EQUITABLE November 2000 - June 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - November 2000
SANWA SECURITIES (USA) Co., L.P., New York, NY September 1992 - September 1998
BANKERS TRUST COMPANY, New York, NY April 1990 - September 1992
MIDLAND MONTAGUE (USA), New York, NY June 1986 - April 1990
DRESDNER BANK, A.G., New York, NY May 1983 - June 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Sarbanes-Oxley, Due Diligence, Banking, Financial Reporting, Tax, Accounting, Capital Markets, Business Process..., External Audit, Fixed Income, Financial Audits, Valuation, Credit Risk, Financial Services, Management Consulting, Management, Governance, Operational Risk..., Process Improvement, Finance, Investments, Securities, COSO, Derivatives, IT Audit, Equities, Operational Risk, Financial Modeling, SEC filings, CISA, AML, Corporate Finance, Corporate Governance, Cash Management, Managerial Finance, Trading, IFRS, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
M.B.A., Accounting
University of Oklahoma - Price College of Business 1967 — 1971
B.B.A., Finance
Stephen Konopka's Jefferson Wells Experience Internal Audit DirectorCapital One1999 - 2005
Job Director at Jefferson Wells
Industry Financial Services
Experience
Jefferson Wells Internal Audit DirectorCapital One1999 - 2005
Education
Seton Hall University 1972 — 1976
bs, accounting
Jefferson Wells Internal Audit DirectorCapital One1999 - 2005
Education
Seton Hall University 1972 — 1976
bs, accounting
David Heutel's Jefferson Wells Experience 2003 - 2007
Job Chief Financial Officer at The Waterworks Family of Companies
Industry Construction
Experience
The Waterworks Family of Companies January 2013 - Present
CME Outfitters August 2008 - January 2013
Broadband Ventures 2007 - 2008
Jefferson Wells 2003 - 2007
OCOM (Cellular One) 1991 - 1998
Skills
Strategic Planning, Entrepreneurship, Process Improvement, Business Development, Business Planning, Managerial Finance, Financial Modeling, Vendor Management, Accounting System, Operations Management, Start-ups, Internal Audit, Financial Analysis, Forecasting, Accounting, Marketing, Mergers, Budgets, Financial Reporting, Marketing Strategy, Strategy, Mergers & Acquisitions, Management, Leadership, Business Process, Project Management, Finance, Team Building, New Business Development
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Entrepreneurship
Southern Methodist University - Cox School of Business 1978 — 1982
BBA, Accounting
The Waterworks Family of Companies January 2013 - Present
CME Outfitters August 2008 - January 2013
Broadband Ventures 2007 - 2008
Jefferson Wells 2003 - 2007
OCOM (Cellular One) 1991 - 1998
Skills
Strategic Planning, Entrepreneurship, Process Improvement, Business Development, Business Planning, Managerial Finance, Financial Modeling, Vendor Management, Accounting System, Operations Management, Start-ups, Internal Audit, Financial Analysis, Forecasting, Accounting, Marketing, Mergers, Budgets, Financial Reporting, Marketing Strategy, Strategy, Mergers & Acquisitions, Management, Leadership, Business Process, Project Management, Finance, Team Building, New Business Development
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Entrepreneurship
Southern Methodist University - Cox School of Business 1978 — 1982
BBA, Accounting
Matt Byers's Jefferson Wells Experience 2004 - May 2011
Job Vice President & Audit Relationship Manager at Union Bank
Industry Management Consulting
Experience
Union Bank May 2011 - Present
Jefferson Wells 2004 - May 2011
Independent Contractor January 2000 - April 2004
Skills
Auditing, Sarbanes-Oxley Act, Risk Management, Process Improvement, Financial Analysis, Sarbanes-Oxley, Internal Audit, Business Process..., Policy, Enterprise Risk..., Internal Controls, Financial Reporting, Financial Accounting, Risk Assessment, Mergers & Acquisitions, Management, Accounting
Education
St. Mary's College of California 1991 — 1993
BS, Accounting
Union Bank May 2011 - Present
Jefferson Wells 2004 - May 2011
Independent Contractor January 2000 - April 2004
Skills
Auditing, Sarbanes-Oxley Act, Risk Management, Process Improvement, Financial Analysis, Sarbanes-Oxley, Internal Audit, Business Process..., Policy, Enterprise Risk..., Internal Controls, Financial Reporting, Financial Accounting, Risk Assessment, Mergers & Acquisitions, Management, Accounting
Education
St. Mary's College of California 1991 — 1993
BS, Accounting
Heidi Cooper's Jefferson Wells Experience 2003 - 2010
Job Audit Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
Robert W. Baird & Co. August 2010 - September 2012
Jefferson Wells 2003 - 2010
Shell OIl Trading 1999 - 2002
BHP Petroleum 1993 - 1998
Atlantic Richfield Company 1972 - 1984
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, Financial Analysis, US GAAP, Managerial Finance, SEC filings, Due Diligence, Financial Reporting, Finance, Financial Modeling, GAAP, Risk Management
Education
Southern Methodist University 1973 — 1975
MBA
University of Wisconsin-Madison 1965 — 1970
BMO Financial Group September 2013 - Present
Robert W. Baird & Co. August 2010 - September 2012
Jefferson Wells 2003 - 2010
Shell OIl Trading 1999 - 2002
BHP Petroleum 1993 - 1998
Atlantic Richfield Company 1972 - 1984
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Risk, Strategy, Financial Analysis, US GAAP, Managerial Finance, SEC filings, Due Diligence, Financial Reporting, Finance, Financial Modeling, GAAP, Risk Management
Education
Southern Methodist University 1973 — 1975
MBA
University of Wisconsin-Madison 1965 — 1970
Robert Holloway - CRCM & CAMS's Jefferson Wells Experience July 2000 - September 2001
Job Audit Team Leader III at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2015 - Present
Cadence Bank, N.A. May 2014 - March 2015
TRUPOINT Partners November 2013 - April 2014
First Victoria National Bank February 2012 - October 2013
Banc Financial Group, Inc. October 2001 - February 2012
Jefferson Wells July 2000 - September 2001
First Union National Bank August 1999 - July 2000
EY February 1998 - March 1999
SouthTrust Bank 1993 - 1998
Skills
Bank Regulatory..., Bank Secrecy Act, Certified Anti-Money..., Bank Regulatory..., BSA Trainer, Auditing, Regulatory Compliance..., Mortgage Lending, Consumer Lending, Enterprise Risk..., USA PATRIOT Act, OFAC, Mortgage Banking, Retail Banking, Anti Money Laundering, Loans, Commercial Lending, Commercial Banking, Banking Law
Education
Samford University 1997 — 2000
M.B.A., Management
Samford University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
BBVA Compass March 2015 - Present
Cadence Bank, N.A. May 2014 - March 2015
TRUPOINT Partners November 2013 - April 2014
First Victoria National Bank February 2012 - October 2013
Banc Financial Group, Inc. October 2001 - February 2012
Jefferson Wells July 2000 - September 2001
First Union National Bank August 1999 - July 2000
EY February 1998 - March 1999
SouthTrust Bank 1993 - 1998
Skills
Bank Regulatory..., Bank Secrecy Act, Certified Anti-Money..., Bank Regulatory..., BSA Trainer, Auditing, Regulatory Compliance..., Mortgage Lending, Consumer Lending, Enterprise Risk..., USA PATRIOT Act, OFAC, Mortgage Banking, Retail Banking, Anti Money Laundering, Loans, Commercial Lending, Commercial Banking, Banking Law
Education
Samford University 1997 — 2000
M.B.A., Management
Samford University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Tina Teza's Jefferson Wells Experience Director HR/OperationsJefferson Wells International, Inc.2003 - Present
Job Director of HR at Jefferson Wells
Industry Human Resources
Experience
Jefferson Wells Director HR/OperationsJefferson Wells International, Inc.2003 - Present
Paging Network Incorporated 1993 - 2000
Education
Sam Houston State University 1974 — 1979
Jefferson Wells Director HR/OperationsJefferson Wells International, Inc.2003 - Present
Paging Network Incorporated 1993 - 2000
Education
Sam Houston State University 1974 — 1979
Tina Teza's Jefferson Wells Experience Director Human ResourcesPageNet1993 - Present
Job Director HR at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Director Human ResourcesPageNet1993 - Present
Aviall January 1986 - September 1993
Education
Sam Houston State University
Jefferson Wells Director Human ResourcesPageNet1993 - Present
Aviall January 1986 - September 1993
Education
Sam Houston State University
Ava Goggins's Jefferson Wells Experience Internal Audit ProfessionalJefferson Wells2005 - Present
Job Internal Audit Professional at Jefferson Wells
Industry Financial Services
Experience
Jefferson Wells Internal Audit ProfessionalJefferson Wells2005 - Present
Education
Robert Morris University 1997 — 2000
Jefferson Wells Internal Audit ProfessionalJefferson Wells2005 - Present
Education
Robert Morris University 1997 — 2000
Richard Klee's Jefferson Wells Experience February 2010 - February 2011
Job Vice President at W. P. Carey & Co. LLC
Industry Financial Services
Experience
W. P. Carey & Co. LLC March 2011 - Present
Scarsdale VAC November 2001 - Present
Jefferson Wells February 2010 - February 2011
Market Resolve June 2009 - December 2009
Lefrak Organization April 2008 - September 2008
Geller & Co February 2005 - 2008
JP Morgan Chase 1982 - 2004
Chemical Bank 1982 - 1992
Skills
Financial Modeling, Cash Management, Risk Management
Education
Queens College 1978 — 1982
W. P. Carey & Co. LLC March 2011 - Present
Scarsdale VAC November 2001 - Present
Jefferson Wells February 2010 - February 2011
Market Resolve June 2009 - December 2009
Lefrak Organization April 2008 - September 2008
Geller & Co February 2005 - 2008
JP Morgan Chase 1982 - 2004
Chemical Bank 1982 - 1992
Skills
Financial Modeling, Cash Management, Risk Management
Education
Queens College 1978 — 1982
Christine Chevalier's Jefferson Wells Experience December 2004 - October 2005
Job Practice Director
Industry Information Technology and Services
Experience
Intrinseco Inc. February 2009 - Present
Pathfinder Energy Services October 2005 - February 2009
Jefferson Wells December 2004 - October 2005
Sulzer October 2003 - December 2004
GSI Lumonics March 2002 - July 2003
Cabot Corporation October 2001 - March 2002
Parker Hannifin January 1999 - June 2001
ACT Manufacturing January 1996 - December 1998
Skills
ACP - Agile Certified..., CSM - Certified Scrum..., PMP - Project..., Six Sigma Greenbelt
Education
Worcester Polytechnic Institute 2005 — 2008
MS, Operations Design & Leadership
Worcester Polytechnic Institute 1997 — 2001
MBA, Information Systems
Rochester Institute of Technology 1991 — 1995
BS, Accounting
Intrinseco Inc. February 2009 - Present
Pathfinder Energy Services October 2005 - February 2009
Jefferson Wells December 2004 - October 2005
Sulzer October 2003 - December 2004
GSI Lumonics March 2002 - July 2003
Cabot Corporation October 2001 - March 2002
Parker Hannifin January 1999 - June 2001
ACT Manufacturing January 1996 - December 1998
Skills
ACP - Agile Certified..., CSM - Certified Scrum..., PMP - Project..., Six Sigma Greenbelt
Education
Worcester Polytechnic Institute 2005 — 2008
MS, Operations Design & Leadership
Worcester Polytechnic Institute 1997 — 2001
MBA, Information Systems
Rochester Institute of Technology 1991 — 1995
BS, Accounting
Christopher Vaal's Jefferson Wells Experience Group Business ManagerEckerd Corporation1999 - 2004
Job Professional at Jefferson Wells
Industry Management Consulting
Experience
Jefferson Wells Group Business ManagerEckerd Corporation1999 - 2004
Education
Southern New Hampshire University 1984 — 1988
Jefferson Wells Group Business ManagerEckerd Corporation1999 - 2004
Education
Southern New Hampshire University 1984 — 1988
Steve Dunaway's Jefferson Wells Experience 2007 - 2009
Job Managing Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2014 - Present
SAVVIS July 2009 - November 2013
Jefferson Wells 2007 - 2009
PricewaterhouseCoopers LLC June 2002 - August 2007
Arthur Andersen 1998 - 2002
Arch Coal, Inc. 1988 - 1998
Skills
Tax, Tax Accounting, Income Tax, Due Diligence, Tax Advisory, Mergers, CPA, Restructuring, Sarbanes-Oxley Act, SEC filings, Internal Controls, Auditing, Corporate Tax, Accounting, Sarbanes-Oxley, US GAAP, GAAP, Financial Reporting, Consolidation, Mergers & Acquisitions, Internal Audit, Financial Accounting, Finance
Education
Southern Illinois University, Edwardsville
BSBA, Accounting
Grant Thornton LLP January 2014 - Present
SAVVIS July 2009 - November 2013
Jefferson Wells 2007 - 2009
PricewaterhouseCoopers LLC June 2002 - August 2007
Arthur Andersen 1998 - 2002
Arch Coal, Inc. 1988 - 1998
Skills
Tax, Tax Accounting, Income Tax, Due Diligence, Tax Advisory, Mergers, CPA, Restructuring, Sarbanes-Oxley Act, SEC filings, Internal Controls, Auditing, Corporate Tax, Accounting, Sarbanes-Oxley, US GAAP, GAAP, Financial Reporting, Consolidation, Mergers & Acquisitions, Internal Audit, Financial Accounting, Finance
Education
Southern Illinois University, Edwardsville
BSBA, Accounting
Ronald Anstine's Jefferson Wells Experience September 2004 - May 2005
Job Senior Manager A/P Accounting & Analysis at Rite Aid
Industry Retail
Experience
Rite Aid January 2014 - Present
The Sheridan Group May 2005 - January 2014
Jefferson Wells September 2004 - May 2005
The Bon Ton January 2004 - September 2004
Ahold January 1998 - January 2004
Rite Aid May 1996 - January 1998
Woolworths February 1993 - March 1996
Ernst & Young September 1989 - January 1993
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Audits, Accounting, Management, Process Improvement, Accounts Payable, Risk Assessment, CPA, Budgets, Financial Reporting, Business Process, Leadership
Education
Penn State University 1985 — 1989
BS, Accounting
West York Area High School 1981 — 1985
Rite Aid January 2014 - Present
The Sheridan Group May 2005 - January 2014
Jefferson Wells September 2004 - May 2005
The Bon Ton January 2004 - September 2004
Ahold January 1998 - January 2004
Rite Aid May 1996 - January 1998
Woolworths February 1993 - March 1996
Ernst & Young September 1989 - January 1993
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Audits, Accounting, Management, Process Improvement, Accounts Payable, Risk Assessment, CPA, Budgets, Financial Reporting, Business Process, Leadership
Education
Penn State University 1985 — 1989
BS, Accounting
West York Area High School 1981 — 1985
T. Michael Higgins, CPA's Jefferson Wells Experience 2000 - 2001
Job Corporate Manager at AT&T
Industry Telecommunications
Experience
AT&T 2001 - Present
Higgins and Company, LLC 2000 - Present
Jefferson Wells 2000 - 2001
Ernst & Young 1997 - 2000
Missouri Department of Revenue 1994 - 1997
Skills
Financial Analysis, Tax, Auditing, Internal Controls, SOX, Audit, Income Tax, Financial Accounting, Compliance, Corporate Tax, Internal Audit, Process Improvement, Tax Compliance, Excel, Sales Tax, Tax Preparation, Cost Accounting, Accounting, Sarbanes-Oxley Act, Financial Reporting
Education
Saint Louis University
MBA, Accounting
University of Missouri-Saint Louis
BSBA, Business Administration
AT&T 2001 - Present
Higgins and Company, LLC 2000 - Present
Jefferson Wells 2000 - 2001
Ernst & Young 1997 - 2000
Missouri Department of Revenue 1994 - 1997
Skills
Financial Analysis, Tax, Auditing, Internal Controls, SOX, Audit, Income Tax, Financial Accounting, Compliance, Corporate Tax, Internal Audit, Process Improvement, Tax Compliance, Excel, Sales Tax, Tax Preparation, Cost Accounting, Accounting, Sarbanes-Oxley Act, Financial Reporting
Education
Saint Louis University
MBA, Accounting
University of Missouri-Saint Louis
BSBA, Business Administration
LaRonda Holimon's Jefferson Wells Experience
Job Finance Consultant at Jefferson Wells
Industry Automotive
Experience
Jefferson Wells
Skills
Business Process..., Financial Analysis, Financial Reporting, Internal Audit
Education
Tennessee State University 1988 — 1993
Jefferson Wells
Skills
Business Process..., Financial Analysis, Financial Reporting, Internal Audit
Education
Tennessee State University 1988 — 1993
Ann Fourt's Jefferson Wells Experience 1999 - 2004
Job Vice President, Tax Compliance at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. January 2010 - Present
Huron Consulting Group 2008 - 2009
UMWA Health & Retirement Funds 2004 - 2008
Jefferson Wells 1999 - 2004
Skills
Corporate income tax..., Partnership income tax..., Internal Audit, Financial Analysis, tax CPE course..., Risk Management, Accounting, Auditing, tax department work..., Financial Risk, Enterprise Risk..., OneSource RS income tax..., Sarbanes-Oxley Act
Education
San Diego State University-California State University
BA German, BS Finance, MS (Taxation), German, Finance, Accounting, Taxation
Lehman Brothers Holdings Inc. January 2010 - Present
Huron Consulting Group 2008 - 2009
UMWA Health & Retirement Funds 2004 - 2008
Jefferson Wells 1999 - 2004
Skills
Corporate income tax..., Partnership income tax..., Internal Audit, Financial Analysis, tax CPE course..., Risk Management, Accounting, Auditing, tax department work..., Financial Risk, Enterprise Risk..., OneSource RS income tax..., Sarbanes-Oxley Act
Education
San Diego State University-California State University
BA German, BS Finance, MS (Taxation), German, Finance, Accounting, Taxation
Srini Kanchinatham's Jefferson Wells Experience February 2007 - February 2008
Job NetSuite Solution Architect at National Food Group
Industry Food & Beverages
Experience
National Food Group May 2013 - Present
Wireless Matrix March 2008 - April 2013
Jefferson Wells February 2007 - February 2008
Calpine Corp November 2004 - January 2007
Cap Gemini Ernst & Young January 2003 - October 2004
Verizon August 1999 - January 2003
Ajilon March 1998 - July 1999
Skills
PMP, CRISC, Six Sigma, Business Analysis, Integration, Software Project..., SaaS, Management, Business Intelligence, Vendor Management, Requirements Analysis, Cloud Computing, Business Process, SDLC
Education
Strayer University (VA) 2010 — 2013
Master's degree, Information Technology
National Food Group May 2013 - Present
Wireless Matrix March 2008 - April 2013
Jefferson Wells February 2007 - February 2008
Calpine Corp November 2004 - January 2007
Cap Gemini Ernst & Young January 2003 - October 2004
Verizon August 1999 - January 2003
Ajilon March 1998 - July 1999
Skills
PMP, CRISC, Six Sigma, Business Analysis, Integration, Software Project..., SaaS, Management, Business Intelligence, Vendor Management, Requirements Analysis, Cloud Computing, Business Process, SDLC
Education
Strayer University (VA) 2010 — 2013
Master's degree, Information Technology
Robert Latona's Jefferson Wells Experience June 2009 - September 2011
Job Associate Director at Protiviti
Industry Accounting
Experience
Protiviti October 2013 - Present
KPMG Advisory September 2011 - October 2013
Jefferson Wells June 2009 - September 2011
Protiviti March 2006 - May 2009
PNC 2000 - 2006
Skills
Internal Audit, SOX, Risk Mitigation, Risk, Internal Controls, Certified Fraud Examiner, Fraud Investigations, Banking, Secured Lending, Enterprise Risk..., Expert Witness, Business Process..., Financial Risk, Fraud, Risk Assessment, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Auditing
Education
Robert Morris University 1987 — 1990
Protiviti October 2013 - Present
KPMG Advisory September 2011 - October 2013
Jefferson Wells June 2009 - September 2011
Protiviti March 2006 - May 2009
PNC 2000 - 2006
Skills
Internal Audit, SOX, Risk Mitigation, Risk, Internal Controls, Certified Fraud Examiner, Fraud Investigations, Banking, Secured Lending, Enterprise Risk..., Expert Witness, Business Process..., Financial Risk, Fraud, Risk Assessment, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Auditing
Education
Robert Morris University 1987 — 1990
Constance Biewer's Jefferson Wells Experience March 2004 - May 2006
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals July 2011 - Present
My Lineage, Inc. June 2010 - May 2011
Resources Global Professionals June 2006 - May 2010
Jefferson Wells March 2004 - May 2006
KBR July 1978 - January 2003
Skills
International Accounting, Small Business..., SOX, Internal Controls, Internal Audit, Accounting, Forecasting, Budgeting, Reconciliations, Revenue Recognition, General Ledger, Variance Analysis, Consolidation, Process Improvement, Accruals, Accounts Payable, IFRS, Finance, Account Reconciliation, Auditing, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, Budgets, Corporate Finance, Hyperion Enterprise, ERP, Financial Analysis, Financial Statements, Business Process..., SAP, Cash Management, Financial Reporting, Financial Accounting
Education
Santa Clara University 1971 — 1975
BSC, Accounting
Academy of Our Lady of Peace 1967 — 1971
HS Diploma, College Prep
Sacred Heart Academy 1962 — 1967
8th grade, N/A
Resources Global Professionals July 2011 - Present
My Lineage, Inc. June 2010 - May 2011
Resources Global Professionals June 2006 - May 2010
Jefferson Wells March 2004 - May 2006
KBR July 1978 - January 2003
Skills
International Accounting, Small Business..., SOX, Internal Controls, Internal Audit, Accounting, Forecasting, Budgeting, Reconciliations, Revenue Recognition, General Ledger, Variance Analysis, Consolidation, Process Improvement, Accruals, Accounts Payable, IFRS, Finance, Account Reconciliation, Auditing, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, Budgets, Corporate Finance, Hyperion Enterprise, ERP, Financial Analysis, Financial Statements, Business Process..., SAP, Cash Management, Financial Reporting, Financial Accounting
Education
Santa Clara University 1971 — 1975
BSC, Accounting
Academy of Our Lady of Peace 1967 — 1971
HS Diploma, College Prep
Sacred Heart Academy 1962 — 1967
8th grade, N/A
Robert Schaaf's Jefferson Wells Experience December 2005 - September 2007
Job Experienced CPA Professional
Industry Accounting
Experience
Robert Half Management Resources September 2012 - January 2013
Robert Half Management Resources March 2012 - August 2012
O'Gara Training & Services September 2007 - February 2012
Jefferson Wells December 2005 - September 2007
Kirk & Blum Mfg Div of CECO Environmental August 2004 - December 2005
Valley Asphalt Corp June 1997 - July 2004
BGP Services September 1990 - June 1997
Skills
JD Edwards, Microsoft Excel, PeopleSoft, Microsoft Word, EAS, Procas, LeasePak, Financial Reporting, Account Reconciliation, Auditing, Accounting, Financial Analysis, General Ledger, Payroll, Internal Controls, Budgets, Finance, Internal Audit
Education
Otterbein College 1981 — 1985
Robert Half Management Resources September 2012 - January 2013
Robert Half Management Resources March 2012 - August 2012
O'Gara Training & Services September 2007 - February 2012
Jefferson Wells December 2005 - September 2007
Kirk & Blum Mfg Div of CECO Environmental August 2004 - December 2005
Valley Asphalt Corp June 1997 - July 2004
BGP Services September 1990 - June 1997
Skills
JD Edwards, Microsoft Excel, PeopleSoft, Microsoft Word, EAS, Procas, LeasePak, Financial Reporting, Account Reconciliation, Auditing, Accounting, Financial Analysis, General Ledger, Payroll, Internal Controls, Budgets, Finance, Internal Audit
Education
Otterbein College 1981 — 1985
Gloria Anderson's Jefferson Wells Experience 2004 - 2004
Job Accounting Consultant at ImpediMed
Industry Medical Devices
Experience
ImpediMed 2010 - Present
Globaltel Media, Inc. 2007 - 2008
Interior Specialist Inc. 2005 - 2008
Interior Specialists, Inc. 2004 - 2007
Jefferson Wells 2004 - 2004
inCode Wireless 2004 - 2004
RSM McGladrey 2000 - 2002
McGladrey & Pullen 1991 - 2002
RSM McGladrey 1991 - 2000
George Wimpey, Inc. 1987 - 1990
Education
Carlsbad High School
San Diego State University-California State University
ImpediMed 2010 - Present
Globaltel Media, Inc. 2007 - 2008
Interior Specialist Inc. 2005 - 2008
Interior Specialists, Inc. 2004 - 2007
Jefferson Wells 2004 - 2004
inCode Wireless 2004 - 2004
RSM McGladrey 2000 - 2002
McGladrey & Pullen 1991 - 2002
RSM McGladrey 1991 - 2000
George Wimpey, Inc. 1987 - 1990
Education
Carlsbad High School
San Diego State University-California State University
Alisanne Gilmore-Allen CIA, CFE, CISA, CRMA's Jefferson Wells Experience 2010 - 2011
Job Senior Director at Accretive Solutions
Industry Management Consulting
Experience
Accretive Solutions September 2015 - Present
RoseRyan June 2014 - September 2015
NetSuite January 2012 - March 2014
Resources Global Professionals March 2011 - January 2012
Various Silicon Valley companies August 2010 - January 2012
Jefferson Wells 2010 - 2011
Brocade 2006 - 2009
Deloitte & Touche 1998 - 2006
Skills
Auditing, Mergers, Financial Services, Leadership, Cross-functional Team..., Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Internal Controls, IT Audit, Revenue Recognition, Process Improvement, Enterprise Risk..., Financial Risk, Business Process, Risk Assessment, Financial Audits, Due Diligence, Finance, Governance, Managerial Finance, Mergers & Acquisitions, Risk Management, Business Process..., Program Management, Corporate Governance, Acquisition Integration, ERP, Executive Management, Financial Analysis, Project Management, CISA, Outsourcing, Management, Integration, Information Technology, Enterprise Software, SOX 404, SaaS, Management Consulting, Business Process..., Consulting
Education
Santa Clara University - Leavey School of Business 1985 — 1986
MBA, Business Administration
University of California, Davis
BS, Agriculture and Managerial Economics
Accretive Solutions September 2015 - Present
RoseRyan June 2014 - September 2015
NetSuite January 2012 - March 2014
Resources Global Professionals March 2011 - January 2012
Various Silicon Valley companies August 2010 - January 2012
Jefferson Wells 2010 - 2011
Brocade 2006 - 2009
Deloitte & Touche 1998 - 2006
Skills
Auditing, Mergers, Financial Services, Leadership, Cross-functional Team..., Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Audit, Internal Controls, IT Audit, Revenue Recognition, Process Improvement, Enterprise Risk..., Financial Risk, Business Process, Risk Assessment, Financial Audits, Due Diligence, Finance, Governance, Managerial Finance, Mergers & Acquisitions, Risk Management, Business Process..., Program Management, Corporate Governance, Acquisition Integration, ERP, Executive Management, Financial Analysis, Project Management, CISA, Outsourcing, Management, Integration, Information Technology, Enterprise Software, SOX 404, SaaS, Management Consulting, Business Process..., Consulting
Education
Santa Clara University - Leavey School of Business 1985 — 1986
MBA, Business Administration
University of California, Davis
BS, Agriculture and Managerial Economics
Jack Sivilli's Jefferson Wells Experience 2001 - 2003
Job SVP Operations (COO) Footwear Division at Li & Fung USA
Industry Executive Office
Experience
Li & Fung USA January 2013 - Present
Li & Fung USA June 2008 - Present
LF USA 2008 - Present
RR Donnelley - Financial Services 2006 - 2007
RR Donnelley 2005 - 2007
OfficeTiger 2003 - 2007
OfficeTiger Database Systems India Pvt., Ltd 2003 - 2007
Jefferson Wells 2001 - 2003
TMP Worldwide January 1997 - December 2001
Monster Worldwide 1997 - 2000
Education
Pace University 1985 — 1987
Accounting
Li & Fung USA January 2013 - Present
Li & Fung USA June 2008 - Present
LF USA 2008 - Present
RR Donnelley - Financial Services 2006 - 2007
RR Donnelley 2005 - 2007
OfficeTiger 2003 - 2007
OfficeTiger Database Systems India Pvt., Ltd 2003 - 2007
Jefferson Wells 2001 - 2003
TMP Worldwide January 1997 - December 2001
Monster Worldwide 1997 - 2000
Education
Pace University 1985 — 1987
Accounting
Rebecca Stubsten's Jefferson Wells Experience 2003 - 2004
Job Consultant, Program, Product, Project Manager
Industry Information Technology and Services
Experience
Kforce October 2012 - Present
Resources Global Professionals May 2005 - September 2012
AT&T Mobility September 2007 - May 2008
Jefferson Wells 2003 - 2004
Great West Life Insurance Co. 2001 - 2003
State of Colorado 1996 - 1998
Skills
ITIL, Business Process, Program Management, Software Project..., Process Improvement, SharePoint
Education
Regis University 2000 — 2006
Masters, Computer Information Systems
Evergreen High School
Kforce October 2012 - Present
Resources Global Professionals May 2005 - September 2012
AT&T Mobility September 2007 - May 2008
Jefferson Wells 2003 - 2004
Great West Life Insurance Co. 2001 - 2003
State of Colorado 1996 - 1998
Skills
ITIL, Business Process, Program Management, Software Project..., Process Improvement, SharePoint
Education
Regis University 2000 — 2006
Masters, Computer Information Systems
Evergreen High School
Eric Pawlik CPA, MBA's Jefferson Wells Experience March 2003 - January 2005
Job Operational Risk Consultant 4
Industry Accounting
Experience
Wells Fargo February 2014 - Present
Xerox November 2012 - February 2014
Mitel May 2011 - July 2012
Wageworks 2010 - 2011
TriWest Healthcare March 2009 - June 2010
Road Machinery LLC (A Mitsui Company). December 2007 - December 2009
Robert Half International 2008 - 2009
Global Entertainment Corporation, Phoenix, AZ April 2007 - December 2007
CVS Caremark Corporation January 2005 - April 2007
Jefferson Wells March 2003 - January 2005
Skills
Hyperion Enterprise, SAP, Cognos, Access, Microsoft Excel, Oracle, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Accounting, Financial Analysis, Process Improvement, Auditing, Internal Audit, Managerial Finance, IT Audit, Forecasting, SEC filings, Revenue Recognition, Variance Analysis, Payroll, Finance, Accounts Payable, Budgets, External Audit, CPA, Tax, Financial Forecasting, Accruals, Cost Accounting, Financial Reporting, Hyperion
Education
CA State Board of Accountancy 2005 — 2005
CPA, Accounting License #91406
University of San Diego 1988 — 1991
MBA, Accounting
San Diego State University-California State University 1984 — 1987
BS Finance, Finance
Wells Fargo February 2014 - Present
Xerox November 2012 - February 2014
Mitel May 2011 - July 2012
Wageworks 2010 - 2011
TriWest Healthcare March 2009 - June 2010
Road Machinery LLC (A Mitsui Company). December 2007 - December 2009
Robert Half International 2008 - 2009
Global Entertainment Corporation, Phoenix, AZ April 2007 - December 2007
CVS Caremark Corporation January 2005 - April 2007
Jefferson Wells March 2003 - January 2005
Skills
Hyperion Enterprise, SAP, Cognos, Access, Microsoft Excel, Oracle, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Accounting, Financial Analysis, Process Improvement, Auditing, Internal Audit, Managerial Finance, IT Audit, Forecasting, SEC filings, Revenue Recognition, Variance Analysis, Payroll, Finance, Accounts Payable, Budgets, External Audit, CPA, Tax, Financial Forecasting, Accruals, Cost Accounting, Financial Reporting, Hyperion
Education
CA State Board of Accountancy 2005 — 2005
CPA, Accounting License #91406
University of San Diego 1988 — 1991
MBA, Accounting
San Diego State University-California State University 1984 — 1987
BS Finance, Finance
Harold Nowark's Jefferson Wells Experience July 1998 - December 2007
Job Owner, Nowark&associates, Inc
Industry Accounting
Experience
Nowark&associates, Inc December 2007 - Present
Jefferson Wells July 1998 - December 2007
International Paper January 1981 - August 1998
Skills
Process Improvement, Financial Reporting, Risk Assessment, Auditing, Enterprise Risk..., Accounting, Sarbanes-Oxley, Internal Controls, Management Consulting, Internal Audit, GAAP, Managerial Finance, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
State University of New York at Buffalo - School of Management 1972 — 1974
Nowark&associates, Inc December 2007 - Present
Jefferson Wells July 1998 - December 2007
International Paper January 1981 - August 1998
Skills
Process Improvement, Financial Reporting, Risk Assessment, Auditing, Enterprise Risk..., Accounting, Sarbanes-Oxley, Internal Controls, Management Consulting, Internal Audit, GAAP, Managerial Finance, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
State University of New York at Buffalo - School of Management 1972 — 1974
Carlos Rodriguez, CIA, AIAF's Jefferson Wells Experience May 2005 - May 2006
Job Experienced in local and international markets
Industry Electrical/Electronic Manufacturing
Experience
AIG November 2014 - Present
The DARTON GROUP 2014 - 2014
Elster Holdings SE April 2010 - September 2012
Independent Consultant May 2008 - January 2010
Coca-Cola Bottling Co. Consolidated October 2006 - May 2008
Barloworld Handling June 2006 - October 2006
Jefferson Wells May 2005 - May 2006
Royal & SunAlliance November 1999 - January 2005
Royal & SunAlliance Insurance Company February 1991 - November 1998
Skills
Sarbanes-Oxley Act, COSO, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, Risk Assessment, Accounting, US GAAP, Risk Management, Enterprise Risk..., Internal Audit, Microsoft Excel, Microsoft Word, Visio, Governance, IFRS, CISA, COBIT, GAAP, SAP, Operational Risk..., Financial Accounting, Fraud, IT Audit, Process Improvement, Analysis, Business Process, Financial Risk, Management, Accounts Payable, Finance, Financial Audits, SOX 404, Software Documentation, Business Process..., External Audit, Financial Analysis, Managerial Finance, Project Planning, Assurance, Corporate Governance, Segregation of Duties, General Ledger, Consolidation, Access Lists, Quality Auditing, Fixed Assets, Strategy
Education
Pace University - Lubin School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
AIG November 2014 - Present
The DARTON GROUP 2014 - 2014
Elster Holdings SE April 2010 - September 2012
Independent Consultant May 2008 - January 2010
Coca-Cola Bottling Co. Consolidated October 2006 - May 2008
Barloworld Handling June 2006 - October 2006
Jefferson Wells May 2005 - May 2006
Royal & SunAlliance November 1999 - January 2005
Royal & SunAlliance Insurance Company February 1991 - November 1998
Skills
Sarbanes-Oxley Act, COSO, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, Risk Assessment, Accounting, US GAAP, Risk Management, Enterprise Risk..., Internal Audit, Microsoft Excel, Microsoft Word, Visio, Governance, IFRS, CISA, COBIT, GAAP, SAP, Operational Risk..., Financial Accounting, Fraud, IT Audit, Process Improvement, Analysis, Business Process, Financial Risk, Management, Accounts Payable, Finance, Financial Audits, SOX 404, Software Documentation, Business Process..., External Audit, Financial Analysis, Managerial Finance, Project Planning, Assurance, Corporate Governance, Segregation of Duties, General Ledger, Consolidation, Access Lists, Quality Auditing, Fixed Assets, Strategy
Education
Pace University - Lubin School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
Cheri Zitzloff's Jefferson Wells Experience 2009 - Present
Job Financial Consultant at Jefferson Wells
Industry Facilities Services
Experience
Jefferson Wells 2009 - Present
G&K Services June 2007 - 2009
Star Tribune 1991 - 2007
Education
St. Cloud State University
BS, Accounting
Jefferson Wells 2009 - Present
G&K Services June 2007 - 2009
Star Tribune 1991 - 2007
Education
St. Cloud State University
BS, Accounting
Marcia Ritter's Jefferson Wells Experience 1998 - 2002
Job Chief Financial Officer at Runbeck Election Services
Industry Computer Software
Experience
Runbeck Election Services January 2015 - Present
Runbeck Election Services April 2014 - Present
Dignity Health August 2013 - November 2013
Excent Corporation May 2009 - August 2013
Tatum LLC 2007 - 2009
Capricorn Transport, Inc. 2002 - 2007
Jefferson Wells 1998 - 2002
Skills
Financial Operations, Risk Management, Financial Reporting, Budget Analysis, M&A experience, Investor Relations, Records Management, Cash Flow Forecasting, Revenue Recognition, Capital Expenses, P&L Responsibility, Financial Consulting, Taxes, Financial Audits, GAAP, Non-profits..., Board of Directors, Accounting, Accounts Payable, Auditing, Financial Accounting, Forecasting, General Ledger, Finance, Leadership, Start-ups, Business Strategy, Business Process, Due Diligence, Team Leadership, Strategic Financial..., Budgets, Cash Flow, Executive Management, Business Process..., Analysis, Managerial Finance, Internal Controls, Process Improvement, Management Consulting
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration Degree, Accounting
American Management Association
Certificate in Management
Runbeck Election Services January 2015 - Present
Runbeck Election Services April 2014 - Present
Dignity Health August 2013 - November 2013
Excent Corporation May 2009 - August 2013
Tatum LLC 2007 - 2009
Capricorn Transport, Inc. 2002 - 2007
Jefferson Wells 1998 - 2002
Skills
Financial Operations, Risk Management, Financial Reporting, Budget Analysis, M&A experience, Investor Relations, Records Management, Cash Flow Forecasting, Revenue Recognition, Capital Expenses, P&L Responsibility, Financial Consulting, Taxes, Financial Audits, GAAP, Non-profits..., Board of Directors, Accounting, Accounts Payable, Auditing, Financial Accounting, Forecasting, General Ledger, Finance, Leadership, Start-ups, Business Strategy, Business Process, Due Diligence, Team Leadership, Strategic Financial..., Budgets, Cash Flow, Executive Management, Business Process..., Analysis, Managerial Finance, Internal Controls, Process Improvement, Management Consulting
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration Degree, Accounting
American Management Association
Certificate in Management
Angela Belding's Jefferson Wells Experience October 2007 - December 2008
Job Int'l Tax Manager Mentor Graphics
Industry Accounting
Experience
Mentor Graphics December 2008 - Present
Jefferson Wells October 2007 - December 2008
TriQuint Semiconductor June 2007 - September 2007
Precision Castparts April 1997 - June 2007
Skills
International Tax, Transfer Pricing, Tax Compliance, Federal Tax, FAS109
Education
Portland State University - School of Business 1989 — 1991
Masters, Taxation
University of Oregon 1985 — 1989
B.S., Accounting
Mentor Graphics December 2008 - Present
Jefferson Wells October 2007 - December 2008
TriQuint Semiconductor June 2007 - September 2007
Precision Castparts April 1997 - June 2007
Skills
International Tax, Transfer Pricing, Tax Compliance, Federal Tax, FAS109
Education
Portland State University - School of Business 1989 — 1991
Masters, Taxation
University of Oregon 1985 — 1989
B.S., Accounting
Marc Prokop's Jefferson Wells Experience 2000 - 2002
Job Business Solutions Innovation and Implementation
Industry Banking
Experience
Citi February 2007 - Present
Citi 2006 - 2007
Citi 2004 - 2006
Citi 2002 - 2004
Jefferson Wells 2000 - 2002
Gulfstream Aerospace 1999 - 2000
Trinity Industries 1996 - 1999
Hender Inc. 1995 - 1996
Louisiana Army National Guard 1992 - 1996
United States Marine Corps 1988 - 1992
Skills
Banking, Financial Analysis, Account Reconciliation, Risk Management, Accounting, Financial Services, Credit, Process Improvement, Finance, Financial Modeling, Financial Risk, Business Analysis, Credit Risk, Portfolio Management
Education
Southeastern Louisiana University 1991 — 1995
BS, Accounting
Citi February 2007 - Present
Citi 2006 - 2007
Citi 2004 - 2006
Citi 2002 - 2004
Jefferson Wells 2000 - 2002
Gulfstream Aerospace 1999 - 2000
Trinity Industries 1996 - 1999
Hender Inc. 1995 - 1996
Louisiana Army National Guard 1992 - 1996
United States Marine Corps 1988 - 1992
Skills
Banking, Financial Analysis, Account Reconciliation, Risk Management, Accounting, Financial Services, Credit, Process Improvement, Finance, Financial Modeling, Financial Risk, Business Analysis, Credit Risk, Portfolio Management
Education
Southeastern Louisiana University 1991 — 1995
BS, Accounting
Rocky Coppola's Jefferson Wells Experience 1998 - 1999
Job Senior VP & Controller at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services October 1999 - Present
Jefferson Wells 1998 - 1999
Liberty Mutual Insurance October 1989 - November 1998
Continental Airlines July 1986 - October 1989
Skills
Financial Reporting, Strategic Financial..., Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, SEC filings, Accounting, Life Insurance, Process Improvement, Risk Management, General Ledger, Consolidation, Auditing, Financial Modeling, Fixed Annuities, Budgets, CPA, Accounting Research, Microsoft Office, Variable Annuities, Cross-functional Team..., Team Building, Executive Management, Forecasting, Business Intelligence, Insurance, Financial Planning
Education
University of Cincinnati College of Business 2004 — 2007
Master of Business Administration (M.B.A.), Management
Robert Morris University 1987 — 1989
Bachelor of Science in Business Administration, Accounting
Ohio National Financial Services October 1999 - Present
Jefferson Wells 1998 - 1999
Liberty Mutual Insurance October 1989 - November 1998
Continental Airlines July 1986 - October 1989
Skills
Financial Reporting, Strategic Financial..., Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, SEC filings, Accounting, Life Insurance, Process Improvement, Risk Management, General Ledger, Consolidation, Auditing, Financial Modeling, Fixed Annuities, Budgets, CPA, Accounting Research, Microsoft Office, Variable Annuities, Cross-functional Team..., Team Building, Executive Management, Forecasting, Business Intelligence, Insurance, Financial Planning
Education
University of Cincinnati College of Business 2004 — 2007
Master of Business Administration (M.B.A.), Management
Robert Morris University 1987 — 1989
Bachelor of Science in Business Administration, Accounting
Gregory Della Franco's Jefferson Wells Experience June 1999 - August 2006
Job Asst. Professor of Accounting at Lee University
Industry Higher Education
Experience
Lee University August 2005 - Present
Jefferson Wells June 1999 - August 2006
Jefferson Wells 2003 - 2005
Skills
Accounting, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Access, QuickBooks, Microsoft Word, Non-profits, PowerPoint, Data Analysis, Nonprofits, Higher Education, Coaching, Financial Reporting, Leadership, Financial Accounting, Research, Auditing, Customer Service, Budgets, Analysis, Process Improvement, Leadership Development, Outlook, Team Building, Management Consulting, Time Management, Finance, Staff Development, Student Affairs, University Teaching, Training, Teaching, Social Networking
Education
illnois benedictine 1988 — 1990
MBA
St. Joseph's University 1977 — 1980
"BS"
Stevenson University
Lee University August 2005 - Present
Jefferson Wells June 1999 - August 2006
Jefferson Wells 2003 - 2005
Skills
Accounting, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Access, QuickBooks, Microsoft Word, Non-profits, PowerPoint, Data Analysis, Nonprofits, Higher Education, Coaching, Financial Reporting, Leadership, Financial Accounting, Research, Auditing, Customer Service, Budgets, Analysis, Process Improvement, Leadership Development, Outlook, Team Building, Management Consulting, Time Management, Finance, Staff Development, Student Affairs, University Teaching, Training, Teaching, Social Networking
Education
illnois benedictine 1988 — 1990
MBA
St. Joseph's University 1977 — 1980
"BS"
Stevenson University
Tom Jennewein's Jefferson Wells Experience November 1999 - November 2000
Job CFO at CleanTech Biofuels
Industry Biotechnology
Experience
CleanTech Biofuels August 2007 - Present
Maverick Tube Corporation September 2005 - August 2007
Argosy Casino November 2000 - September 2005
Jefferson Wells November 1999 - November 2000
Thermadyne Holdings May 1989 - September 1998
Arthur Andersen & Co June 1985 - May 1989
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Analysis, Accounting, Process Improvement, Finance, Budgets, GAAP
Education
Rockhurst University 1981 — 1985
BSBA, Accounting
CleanTech Biofuels August 2007 - Present
Maverick Tube Corporation September 2005 - August 2007
Argosy Casino November 2000 - September 2005
Jefferson Wells November 1999 - November 2000
Thermadyne Holdings May 1989 - September 1998
Arthur Andersen & Co June 1985 - May 1989
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Analysis, Accounting, Process Improvement, Finance, Budgets, GAAP
Education
Rockhurst University 1981 — 1985
BSBA, Accounting
Barbara Knabel's Jefferson Wells Experience SR IS ConsultantNoble ConsultingApril 2010 - Present
Job Information Systems Specialist at Noble Consulting
Industry Information Technology and Services
Experience
Jefferson Wells SR IS ConsultantNoble ConsultingApril 2010 - Present
Grant Thornton LLP 2003 - 2007
AmTrust Bank 1998 - 2002
Skills
Auditing, Business Process..., IT Audit, Process Improvement, Management Consulting, Governance, Internal Audit, Sarbanes-Oxley Act, Business Process, Enterprise Risk..., Internal Controls, Risk Management
Education
Purdue University
Jefferson Wells SR IS ConsultantNoble ConsultingApril 2010 - Present
Grant Thornton LLP 2003 - 2007
AmTrust Bank 1998 - 2002
Skills
Auditing, Business Process..., IT Audit, Process Improvement, Management Consulting, Governance, Internal Audit, Sarbanes-Oxley Act, Business Process, Enterprise Risk..., Internal Controls, Risk Management
Education
Purdue University
Richard Neville, CISA's Jefferson Wells Experience June 2002 - October 2006
Job Audit Principal at Nordstrom
Industry Retail
Experience
Nordstrom June 2008 - Present
Safeco October 2006 - June 2008
Jefferson Wells June 2002 - October 2006
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, Auditing, Internal Audit, Enterprise Risk..., Accounting, Risk Management
Education
Purdue University
BSIM, Economics
Seattle University
MBA
Nordstrom June 2008 - Present
Safeco October 2006 - June 2008
Jefferson Wells June 2002 - October 2006
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, Auditing, Internal Audit, Enterprise Risk..., Accounting, Risk Management
Education
Purdue University
BSIM, Economics
Seattle University
MBA
Barb Knabel's Jefferson Wells Experience Sr AssociateGrant Thornton2004 - 2007
Job Engagement Manager at Jefferson Wells
Industry Information Technology and Services
Experience
Jefferson Wells Sr AssociateGrant Thornton2004 - 2007
Ohio Savings Bank (Currently known as AmTrust Bank) 1998 - 2002
Ohio Savings Bank 1998 - 2000
Skills
IT Audit, Management Consulting, Sarbanes-Oxley Act, Auditing, Internal Audit, Governance, Business Process..., Sarbanes-Oxley, Process Improvement, Accounting, Business Process, CISA, Enterprise Risk..., Financial Reporting, Internal Controls, Risk Management, Strategic Planning
Education
Purdue University
Jefferson Wells Sr AssociateGrant Thornton2004 - 2007
Ohio Savings Bank (Currently known as AmTrust Bank) 1998 - 2002
Ohio Savings Bank 1998 - 2000
Skills
IT Audit, Management Consulting, Sarbanes-Oxley Act, Auditing, Internal Audit, Governance, Business Process..., Sarbanes-Oxley, Process Improvement, Accounting, Business Process, CISA, Enterprise Risk..., Financial Reporting, Internal Controls, Risk Management, Strategic Planning
Education
Purdue University
Robert Fredericks's Jefferson Wells Experience 2002 - 2003
Job Sales Executive with PCL Solutions
Industry Information Technology and Services
Experience
PCL Solutions August 2011 - Present
Bat Blue December 2008 - July 2011
Core e-business solutions March 2004 - December 2008
Jefferson Wells 2002 - 2003
Intell-a-Check! September 1995 - July 2002
Skills
SaaS, Sales, Solution Selling, Consultative Sales..., Consultative Sales..., Sales Management, Sales Operations, IT Sales, Start-ups, Marketing, Enterprise Software, Software Solution Sales, Enterprise Technology..., Managed Hosting, E-commerce, Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Marketing
Rutgers University
BS Accounting
Penn State University
PCL Solutions August 2011 - Present
Bat Blue December 2008 - July 2011
Core e-business solutions March 2004 - December 2008
Jefferson Wells 2002 - 2003
Intell-a-Check! September 1995 - July 2002
Skills
SaaS, Sales, Solution Selling, Consultative Sales..., Consultative Sales..., Sales Management, Sales Operations, IT Sales, Start-ups, Marketing, Enterprise Software, Software Solution Sales, Enterprise Technology..., Managed Hosting, E-commerce, Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Marketing
Rutgers University
BS Accounting
Penn State University
Robert Shrader's Jefferson Wells Experience 1999 - 2001
Job VP Finance
Industry Accounting
Experience
Catholic Foundation of Central Florida June 2010 - September 2015
Robert Half Management Resources 2008 - 2010
Tropicana Casinos & Resorts 2007 - 2008
Fifth Third Bank 2001 - 2006
Jefferson Wells 1999 - 2001
Grant Thornton LLP 1993 - 1999
Skills
General Ledger, Financial Reporting, Budgets, Accounting, GAAP, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Auditing, Microsoft Excel, Variance Analysis, Cash Flow, Account Reconciliation, Financial Accounting, Managerial Finance, Accounts Receivable, Fixed Assets, Revenue Recognition, Microsoft Word, Microsoft Office, Process Improvement, Accounts Payable
Education
Purdue University 1983 — 1988
Bachelor of Science (B.S.), Accounting
Catholic Foundation of Central Florida June 2010 - September 2015
Robert Half Management Resources 2008 - 2010
Tropicana Casinos & Resorts 2007 - 2008
Fifth Third Bank 2001 - 2006
Jefferson Wells 1999 - 2001
Grant Thornton LLP 1993 - 1999
Skills
General Ledger, Financial Reporting, Budgets, Accounting, GAAP, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Auditing, Microsoft Excel, Variance Analysis, Cash Flow, Account Reconciliation, Financial Accounting, Managerial Finance, Accounts Receivable, Fixed Assets, Revenue Recognition, Microsoft Word, Microsoft Office, Process Improvement, Accounts Payable
Education
Purdue University 1983 — 1988
Bachelor of Science (B.S.), Accounting
Lisa Shands, CISA's Jefferson Wells Experience September 2009 - Present
Job Project Professional – Risk Advisory Services at Jefferson Wells
Industry Financial Services
Experience
Jefferson Wells September 2009 - Present
Advanta Corp. March 1995 - April 2009
Fleet 1998 - 1999
PNC Bank 1994 - 1995
PNC Bank 1992 - 1994
National Liberty Corporation (renamed Providian Corp.) 1989 - 1991
National Liberty Corporation (renamed Providian Corp.) 1986 - 1989
Penn Mutual 1980 - 1986
PricewaterhouseCoopers 1977 - 1979
Skills
IT Audit, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, COSO
Education
Syracuse University 1973 — 1977
Syracuse University - Martin J. Whitman School of Management 1973 — 1977
BS
Jefferson Wells September 2009 - Present
Advanta Corp. March 1995 - April 2009
Fleet 1998 - 1999
PNC Bank 1994 - 1995
PNC Bank 1992 - 1994
National Liberty Corporation (renamed Providian Corp.) 1989 - 1991
National Liberty Corporation (renamed Providian Corp.) 1986 - 1989
Penn Mutual 1980 - 1986
PricewaterhouseCoopers 1977 - 1979
Skills
IT Audit, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, COSO
Education
Syracuse University 1973 — 1977
Syracuse University - Martin J. Whitman School of Management 1973 — 1977
BS
Beth Farris's Jefferson Wells Experience 2005 - 2008
Job ManagerFinancial Systems at AIG
Industry Insurance
Experience
AIG American General Life Companies March 2008 - Present
oldhorses, Inc. 2003 - 2009
Jefferson Wells 2005 - 2008
FMC Corporation 1980 - 2002
Education
Rider University
Bachelor of Science, Business & Accounting
AIG American General Life Companies March 2008 - Present
oldhorses, Inc. 2003 - 2009
Jefferson Wells 2005 - 2008
FMC Corporation 1980 - 2002
Education
Rider University
Bachelor of Science, Business & Accounting
Kate Harvey's Jefferson Wells Experience June 2008 - June 2009
Job Controller at Pierce Education Properties
Industry Accounting
Experience
Pierce Education Properties September 2014 - Present
Tap Fever Studios June 2014 - Present
Robert Half January 2014 - September 2014
Genoptix, a Novartis Company January 2014 - September 2014
Science Museum of Minnesota April 2011 - December 2013
Digi International June 2009 - April 2011
Jefferson Wells June 2008 - June 2009
Railworks April 2004 - June 2008
Wexford Health Sources December 2003 - April 2004
PricewaterhouseCoopers August 2003 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley, US GAAP, GAAP, Auditing, Variance Analysis, Forecasting, General Ledger, Budgets, Risk Management, Process Improvement, Account Reconciliation, Finance, Project Planning
Education
Penn State University 1997 — 2001
BS, Accounting
Pierce Education Properties September 2014 - Present
Tap Fever Studios June 2014 - Present
Robert Half January 2014 - September 2014
Genoptix, a Novartis Company January 2014 - September 2014
Science Museum of Minnesota April 2011 - December 2013
Digi International June 2009 - April 2011
Jefferson Wells June 2008 - June 2009
Railworks April 2004 - June 2008
Wexford Health Sources December 2003 - April 2004
PricewaterhouseCoopers August 2003 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley, US GAAP, GAAP, Auditing, Variance Analysis, Forecasting, General Ledger, Budgets, Risk Management, Process Improvement, Account Reconciliation, Finance, Project Planning
Education
Penn State University 1997 — 2001
BS, Accounting
Deyin Yu's Jefferson Wells Experience May 2004 - October 2005
Job Sr. Finance Manager, CPA & CIA
Industry Computer Software
Experience
Microsoft October 2005 - Present
Jefferson Wells May 2004 - October 2005
Washington Mutual November 2002 - May 2004
Jefferson Wells September 2001 - November 2002
Ernst & Young February 1998 - September 2001
Land O Lakes June 1996 - February 1998
Skills
Sarbanes-Oxley Act, Internal Controls
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBT
Peking University 1988 — 1992
BA
Microsoft October 2005 - Present
Jefferson Wells May 2004 - October 2005
Washington Mutual November 2002 - May 2004
Jefferson Wells September 2001 - November 2002
Ernst & Young February 1998 - September 2001
Land O Lakes June 1996 - February 1998
Skills
Sarbanes-Oxley Act, Internal Controls
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBT
Peking University 1988 — 1992
BA
Lillian Rosales's Jefferson Wells Experience 2004 - 2006
Job Director, SOX & Compliance, Care Delivery BIO, Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2010 - Present
Resources Global Professionals December 2006 - April 2010
JEFFERSON WELLS 2004 - 2006
Skills
Process Improvement, Sarbanes-Oxley Act, Governance, IT Audit, Sarbanes-Oxley, Business Process, Business Process..., Enterprise Risk..., Internal Audit, Internal Controls, Risk Assessment, Risk Management, Management, Program Management, IT Strategy, Information Technology, Leadership, Consulting, Change Management, Business Analysis, Healthcare Information..., Vendor Management
Education
Ohio University
Master of Arts, International Affairs, Economics
University of the Philippines
B.S. Foreign Service, Political Science
Kaiser Permanente April 2010 - Present
Resources Global Professionals December 2006 - April 2010
JEFFERSON WELLS 2004 - 2006
Skills
Process Improvement, Sarbanes-Oxley Act, Governance, IT Audit, Sarbanes-Oxley, Business Process, Business Process..., Enterprise Risk..., Internal Audit, Internal Controls, Risk Assessment, Risk Management, Management, Program Management, IT Strategy, Information Technology, Leadership, Consulting, Change Management, Business Analysis, Healthcare Information..., Vendor Management
Education
Ohio University
Master of Arts, International Affairs, Economics
University of the Philippines
B.S. Foreign Service, Political Science
Terry Manswell's Jefferson Wells Experience January 2001 - April 2003
Job Independent Corporate Tax Consultant at THM Resources LLC
Industry Accounting
Experience
THM Resources LLC June 2003 - Present
Jefferson Wells January 2001 - April 2003
MPI Group Inc February 2000 - December 2000
Jet Composites Inc. October 1998 - December 1999
Price Waterhouse Coopers November 1997 - October 1998
Arthur Andersen June 1994 - October 1997
Education
Seneca College of Applied Arts and Technology 1994 — 1997
BS, Accounting & Finance
THM Resources LLC June 2003 - Present
Jefferson Wells January 2001 - April 2003
MPI Group Inc February 2000 - December 2000
Jet Composites Inc. October 1998 - December 1999
Price Waterhouse Coopers November 1997 - October 1998
Arthur Andersen June 1994 - October 1997
Education
Seneca College of Applied Arts and Technology 1994 — 1997
BS, Accounting & Finance
DOREEN GATTO's Jefferson Wells Experience January 2006 - February 2010
Job International Tax
Industry Legal Services
Experience
ManpowerGroup March 2012 - Present
Harley-Davidson Motor Company August 2010 - March 2012
Jefferson Wells January 2006 - February 2010
Rockwell Automation May 2002 - December 2005
PricewaterhouseCoopers 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Tax Accounting, Corporate Tax, International Tax, Tax, Transfer Pricing, FAS109, Tax Research, Accounting, Financial Reporting, Income Tax, Payroll, Forecasting, Sarbanes-Oxley Act, Mergers, FIN 48, Due Diligence, Access, CPA, Auditing, Restructuring, Tax Advisory
Education
St. Norbert College 1988 — 1991
Bachelors
University of Wisconsin Law School
Juris Doctor (JD)
ManpowerGroup March 2012 - Present
Harley-Davidson Motor Company August 2010 - March 2012
Jefferson Wells January 2006 - February 2010
Rockwell Automation May 2002 - December 2005
PricewaterhouseCoopers 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Tax Accounting, Corporate Tax, International Tax, Tax, Transfer Pricing, FAS109, Tax Research, Accounting, Financial Reporting, Income Tax, Payroll, Forecasting, Sarbanes-Oxley Act, Mergers, FIN 48, Due Diligence, Access, CPA, Auditing, Restructuring, Tax Advisory
Education
St. Norbert College 1988 — 1991
Bachelors
University of Wisconsin Law School
Juris Doctor (JD)
Vincent Latorre's Jefferson Wells Experience October 2004 - May 2008
Job Consultant at Kiwi Partners
Industry Legal Services
Experience
Kiwi Partners Inc. January 2012 - Present
Kiwi Partners May 2011 - Present
Legal Services of the Hudson Valley February 2009 - Present
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Jefferson Wells October 2004 - May 2008
Skills
Internal Controls, Due Diligence, Financial Reporting, Enterprise Risk..., Financial Accounting, Accounting, Business Process..., Sarbanes-Oxley Act, Internal Audit, Risk Management, Finance, Financial Modeling, Executive Search, Financial Analysis, Auditing, Financial Services, SEC filings, Managerial Finance, GAAP
Education
Pace University 1994 — 1995
APC Finance, Finance, General, 3.2/4.0
Pace University - Lubin School of Business 1994 — 1995
APC, Finance and Financial Management Services
Kiwi Partners Inc. January 2012 - Present
Kiwi Partners May 2011 - Present
Legal Services of the Hudson Valley February 2009 - Present
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Vincent Latorre 1981 - 2014
Jefferson Wells October 2004 - May 2008
Skills
Internal Controls, Due Diligence, Financial Reporting, Enterprise Risk..., Financial Accounting, Accounting, Business Process..., Sarbanes-Oxley Act, Internal Audit, Risk Management, Finance, Financial Modeling, Executive Search, Financial Analysis, Auditing, Financial Services, SEC filings, Managerial Finance, GAAP
Education
Pace University 1994 — 1995
APC Finance, Finance, General, 3.2/4.0
Pace University - Lubin School of Business 1994 — 1995
APC, Finance and Financial Management Services
Joseph Mecca's Jefferson Wells Experience February 2010 - April 2011
Job Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche LLP April 2011 - Present
Jefferson Wells February 2010 - April 2011
Landesbank Baden-Württemberg 2008 - 2009
Merrill Lynch February 2007 - September 2008
JP Morgan Chase August 2005 - February 2007
Citigroup May 1990 - August 2005
Citigroup 1995 - 2000
Citigroup 1993 - 1995
Citigroup 1990 - 1993
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Internal Controls, Finance, Cash Management, Forecasting, Managerial Finance, Financial Risk, Mergers & Acquisitions, Accounting, Banking, Financial Services, Capital Markets, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
Bachelors, Finance
St. Francis Xavier HS 1977 — 1981
Deloitte & Touche LLP April 2011 - Present
Jefferson Wells February 2010 - April 2011
Landesbank Baden-Württemberg 2008 - 2009
Merrill Lynch February 2007 - September 2008
JP Morgan Chase August 2005 - February 2007
Citigroup May 1990 - August 2005
Citigroup 1995 - 2000
Citigroup 1993 - 1995
Citigroup 1990 - 1993
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Internal Controls, Finance, Cash Management, Forecasting, Managerial Finance, Financial Risk, Mergers & Acquisitions, Accounting, Banking, Financial Services, Capital Markets, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
Bachelors, Finance
St. Francis Xavier HS 1977 — 1981
Daniel K. Kuck MBA, CIA, CPA's Jefferson Wells Experience May 2004 - March 2009
Job Project Consultant at The Intersect Group
Industry Hospital & Health Care
Experience
The Intersect Group May 2012 - Present
Adams Harris March 2009 - June 2012
Solomon Edwards 2011 - 2011
Jefferson Wells May 2004 - March 2009
Georgia Cancer Specialist March 2000 - June 2001
University of Texas Health Center at Tyler December 1981 - June 1996
Skills
ACL Software, Microsoft Office, Sarbanes-Oxley Testing, Internal Audit, Financial Reporting, General Ledger, Financial Analysis, Financial Services, Data Analysis, Enterprise Risk..., IT Audit, CISA, Internal Controls, External Audit, Sarbanes-Oxley Act, Finance, SEC filings
Education
University of Texas at Tyler 1985 — 1989
MBA, Accounting
Stephen F. Austin State University 1974 — 1979
BBA, Accounting
The Intersect Group May 2012 - Present
Adams Harris March 2009 - June 2012
Solomon Edwards 2011 - 2011
Jefferson Wells May 2004 - March 2009
Georgia Cancer Specialist March 2000 - June 2001
University of Texas Health Center at Tyler December 1981 - June 1996
Skills
ACL Software, Microsoft Office, Sarbanes-Oxley Testing, Internal Audit, Financial Reporting, General Ledger, Financial Analysis, Financial Services, Data Analysis, Enterprise Risk..., IT Audit, CISA, Internal Controls, External Audit, Sarbanes-Oxley Act, Finance, SEC filings
Education
University of Texas at Tyler 1985 — 1989
MBA, Accounting
Stephen F. Austin State University 1974 — 1979
BBA, Accounting
Cristina Bucci, CPA's Jefferson Wells Experience 1999 - 2003
Job Owner, Sage Consulting Services Inc.
Industry Real Estate
Experience
Sage Consulting Services Inc. 2002 - Present
Jefferson Wells 1999 - 2003
Jacmel 1997 - 1999
BDO Seidman 1994 - 1997
Education
Queens College 1990 — 1994
BA, Accounting
Sage Consulting Services Inc. 2002 - Present
Jefferson Wells 1999 - 2003
Jacmel 1997 - 1999
BDO Seidman 1994 - 1997
Education
Queens College 1990 — 1994
BA, Accounting
Don Alaimo's Jefferson Wells Experience 2000 - 2003
Job IT Procurement at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage ProcurementRight Management2015 - 2015
Right Management 2015 - 2015
Right Management 2015 - 2015
American Water 2015 - 2015
American Water 2015 - 2015
American Water 2015 - 2015
PHH Mortgage 2003 - 2015
Jefferson Wells 2000 - 2003
Jefferson Wells 2000 - 2003
Jefferson Wells 2000 - 2003
Education
Lindenhurst High School 1975 — 1979
Lenape High School
Rutgers University – Camden
Rutgers University – Camden
PHH Mortgage ProcurementRight Management2015 - 2015
Right Management 2015 - 2015
Right Management 2015 - 2015
American Water 2015 - 2015
American Water 2015 - 2015
American Water 2015 - 2015
PHH Mortgage 2003 - 2015
Jefferson Wells 2000 - 2003
Jefferson Wells 2000 - 2003
Jefferson Wells 2000 - 2003
Education
Lindenhurst High School 1975 — 1979
Lenape High School
Rutgers University – Camden
Rutgers University – Camden
Philip Fitzgerald's Jefferson Wells Experience July 2010 - January 2011
Job Manager OnSite Risk at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group January 2011 - Present
Jefferson Wells July 2010 - January 2011
Harleysville Insurance February 2000 - February 2010
Harleysville Insurance January 1999 - January 2000
HARLEYSVILLE INSURANCE COMPANY January 1997 - January 1999
HARLEYSVILLE INSURANCE COMPANY July 1997 - August 1998
DELAWARE INVESTMENT/LINCOLN FINANCIAL January 1996 - January 1997
CONRAIL CORPORATION January 1992 - January 1996
THE PENN MUTUAL LIFE INSURANCE COMPANY January 1990 - January 1992
HORIZON FINANCIAL F January 1988 - January 1990
Skills
CISA, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Assessment, Risk Management, Internal Audit, SOX 404, Program Management, IT Audit
Education
Penn State University 1968 — 1972
B.S, Finance
UnitedHealth Group January 2011 - Present
Jefferson Wells July 2010 - January 2011
Harleysville Insurance February 2000 - February 2010
Harleysville Insurance January 1999 - January 2000
HARLEYSVILLE INSURANCE COMPANY January 1997 - January 1999
HARLEYSVILLE INSURANCE COMPANY July 1997 - August 1998
DELAWARE INVESTMENT/LINCOLN FINANCIAL January 1996 - January 1997
CONRAIL CORPORATION January 1992 - January 1996
THE PENN MUTUAL LIFE INSURANCE COMPANY January 1990 - January 1992
HORIZON FINANCIAL F January 1988 - January 1990
Skills
CISA, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Assessment, Risk Management, Internal Audit, SOX 404, Program Management, IT Audit
Education
Penn State University 1968 — 1972
B.S, Finance
Kevin Williams, CPA's Jefferson Wells Experience January 1999 - Present
Job Finance Operations Professional at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells January 1999 - Present
Texas Health Resources 2006 - 2007
Crescent Real Estate Equities 2001 - 2007
Casual Concepts, Inc June 1998 - January 1999
Walls Industries March 1994 - June 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing
Education
Tarleton State University 1989 — 1994
BBA, Accounting
The University of Texas at Austin 1991 — 1992
Accounting
Jefferson Wells January 1999 - Present
Texas Health Resources 2006 - 2007
Crescent Real Estate Equities 2001 - 2007
Casual Concepts, Inc June 1998 - January 1999
Walls Industries March 1994 - June 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing
Education
Tarleton State University 1989 — 1994
BBA, Accounting
The University of Texas at Austin 1991 — 1992
Accounting
Daniel Tarushka's Jefferson Wells Experience 2005 - October 2010
Job Consultant at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting 2007 - Present
Daniel H. Tarushka, CPA 1994 - Present
Jefferson Wells 2005 - October 2010
M/A-COM, Inc. 1989 - 1994
Alfred McAlpine November 1987 - November 1990
Grant Thornton LLP 1987 - 1989
Skills
FAS109, Federal Tax, Tax Compliance, Corporate Tax, Accounting, Tax Research, Income Tax, Compliance, Tax Accounting, Financial Reporting, Tax, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, Sales Tax, Tax Law, GAAP, Tax Advisory, Internal Audit, Tax Returns, Tax Preparation, SEC Filings, Transfer Pricing, US GAAP, CPA, International Tax
Education
Salem State University
B.S., Accounting
True Partners Consulting 2007 - Present
Daniel H. Tarushka, CPA 1994 - Present
Jefferson Wells 2005 - October 2010
M/A-COM, Inc. 1989 - 1994
Alfred McAlpine November 1987 - November 1990
Grant Thornton LLP 1987 - 1989
Skills
FAS109, Federal Tax, Tax Compliance, Corporate Tax, Accounting, Tax Research, Income Tax, Compliance, Tax Accounting, Financial Reporting, Tax, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, Sales Tax, Tax Law, GAAP, Tax Advisory, Internal Audit, Tax Returns, Tax Preparation, SEC Filings, Transfer Pricing, US GAAP, CPA, International Tax
Education
Salem State University
B.S., Accounting
Natalia Ermakova's Jefferson Wells Experience 2007 - 2009
Job Paralegal, ABAapproved certification
Industry Legal Services
Experience
KB ASH LAW GROUP P.C. March 2015 - June 2015
San Francisco Paralegal Association 2013 - 2015
Jefferson Wells 2007 - 2009
PwC August 1998 - June 2006
Skills
Paralegals, Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Strategic Planning, LexisNexis, Lotus Notes, Westlaw, Document Drafting, Document Review, Legal Research, Legal Translation, Legal Writing, Trademarks, Trademark & Copyright...
Education
San Francisco State University 2013 — 2015
Legal Assistant/Paralegal
San Francisco State University
Paralegal Studies
KB ASH LAW GROUP P.C. March 2015 - June 2015
San Francisco Paralegal Association 2013 - 2015
Jefferson Wells 2007 - 2009
PwC August 1998 - June 2006
Skills
Paralegals, Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Strategic Planning, LexisNexis, Lotus Notes, Westlaw, Document Drafting, Document Review, Legal Research, Legal Translation, Legal Writing, Trademarks, Trademark & Copyright...
Education
San Francisco State University 2013 — 2015
Legal Assistant/Paralegal
San Francisco State University
Paralegal Studies
Van M. Ellefson's Jefferson Wells Experience May 2002 - April 2004
Job CFO/Controller
Industry Information Technology and Services
Experience
Computing Concepts Inc. May 2012 - Present
Cognizant Technology Solutions April 2004 - November 2011
Cognizant Technology Solutions April 2004 - November 2011
Jefferson Wells May 2002 - April 2004
Jefferson Wells January 2001 - May 2002
Jefferson Wells November 1999 - January 2001
Sony Electronics January 1996 - November 1999
Sony Electronics January 1996 - November 1999
Sony Electronics July 1994 - January 1996
APPLIED INDUSTRIAL MATERIALS CORP April 1992 - July 1994
Skills
Financial Management, Budgeting, Analysis, SOX, Internal Audit, Financial Reporting, Forecasting, Audit, Auditing, Sarbanes-Oxley Act, Accounting, CPA, Business Analysis, Financial Accounting, Enterprise Risk..., Financial Analysis, Financial Modeling, Internal Controls, Management, Managerial Finance, Tax
Education
Robert Morris University 1987 — 1991
BSBA, Accounting/Finance
Computing Concepts Inc. May 2012 - Present
Cognizant Technology Solutions April 2004 - November 2011
Cognizant Technology Solutions April 2004 - November 2011
Jefferson Wells May 2002 - April 2004
Jefferson Wells January 2001 - May 2002
Jefferson Wells November 1999 - January 2001
Sony Electronics January 1996 - November 1999
Sony Electronics January 1996 - November 1999
Sony Electronics July 1994 - January 1996
APPLIED INDUSTRIAL MATERIALS CORP April 1992 - July 1994
Skills
Financial Management, Budgeting, Analysis, SOX, Internal Audit, Financial Reporting, Forecasting, Audit, Auditing, Sarbanes-Oxley Act, Accounting, CPA, Business Analysis, Financial Accounting, Enterprise Risk..., Financial Analysis, Financial Modeling, Internal Controls, Management, Managerial Finance, Tax
Education
Robert Morris University 1987 — 1991
BSBA, Accounting/Finance
Jim Cairns's Jefferson Wells Experience May 2004 - March 2005
Job Stragegic Advisor at Seattle City LIght
Industry Accounting
Experience
Seattle City LIght April 2014 - Present
Allen Partners, Inc. October 2012 - December 2013
Two Degrees March 2012 - August 2012
drugstore.com / Walgreens November 2007 - January 2012
Genie Industries, A Terex Company June 2006 - November 2007
Multiple Contracting opportunities April 2005 - May 2006
Jefferson Wells May 2004 - March 2005
Seattle Systems 1996 - 2003
First Interstate Bank January 1993 - January 1996
Shearson Lehman Brothers 1990 - 1993
Skills
Inventory Management, Manufacturing, Word, Excel, Microsoft Office, Documentation, SOX, GAAP, Accounting, Professional Services, Internal Audit, Audit, Financial Reporting, Auditing, Process Engineering, Internal Controls, Compliance, Financial Analysis, Risk Assessment, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, General Ledger, Budgeting, US GAAP, Account Reconciliation, Business Process, Business Process..., Financial Control, Analysis, Sarbanes-Oxley, SOX 404, CPA, Management Consulting, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Management, Financial Statements, Project Management, Establish & Maintain..., External Audit, Financial Audits, Software Documentation
Education
University of Puget Sound
BA, Business Administration
Seattle University 1987 — 1988
Accounting
Seattle City LIght April 2014 - Present
Allen Partners, Inc. October 2012 - December 2013
Two Degrees March 2012 - August 2012
drugstore.com / Walgreens November 2007 - January 2012
Genie Industries, A Terex Company June 2006 - November 2007
Multiple Contracting opportunities April 2005 - May 2006
Jefferson Wells May 2004 - March 2005
Seattle Systems 1996 - 2003
First Interstate Bank January 1993 - January 1996
Shearson Lehman Brothers 1990 - 1993
Skills
Inventory Management, Manufacturing, Word, Excel, Microsoft Office, Documentation, SOX, GAAP, Accounting, Professional Services, Internal Audit, Audit, Financial Reporting, Auditing, Process Engineering, Internal Controls, Compliance, Financial Analysis, Risk Assessment, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, General Ledger, Budgeting, US GAAP, Account Reconciliation, Business Process, Business Process..., Financial Control, Analysis, Sarbanes-Oxley, SOX 404, CPA, Management Consulting, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Management, Financial Statements, Project Management, Establish & Maintain..., External Audit, Financial Audits, Software Documentation
Education
University of Puget Sound
BA, Business Administration
Seattle University 1987 — 1988
Accounting
Geoffrey Rupprecht's Jefferson Wells Experience June 2000 - November 2012
Job Director of Finance at Philadelphia Mental Health Center
Industry Accounting
Experience
Philadelphia Mental Health Center December 2012 - Present
Jefferson Wells June 2000 - November 2012
Jefferson Wells International 2000 - 2011
Meenan Oil Company January 1997 - January 2000
Waste Management of PA August 1994 - December 1997
Corridor Broadcasting Corp June 1990 - April 1994
Bilodeau Property Management, Inc. July 1987 - December 1990
Education
Temple University - Fox School of Business and Management 1983 — 1986
BBA, Accounting
Philadelphia Mental Health Center December 2012 - Present
Jefferson Wells June 2000 - November 2012
Jefferson Wells International 2000 - 2011
Meenan Oil Company January 1997 - January 2000
Waste Management of PA August 1994 - December 1997
Corridor Broadcasting Corp June 1990 - April 1994
Bilodeau Property Management, Inc. July 1987 - December 1990
Education
Temple University - Fox School of Business and Management 1983 — 1986
BBA, Accounting
Paul Norcross's Jefferson Wells Experience September 2004 - December 2005
Job Analyst, KB Home
Industry Real Estate
Experience
KB Home July 2013 - April 2014
The Jokake Companies July 2009 - April 2011
NutraCea November 2007 - July 2009
Jefferson Wells September 2004 - December 2005
EMJ September 2005 - November 2005
Knight Transportation February 2002 - August 2004
Southwest Asset Solutions (The Jokake Companies) September 2000 - December 2001
Computer Guidance Corporation August 1998 - September 2000
ATSCO Products February 1994 - July 1997
Professional Communications, Inc. March 1993 - February 1994
Skills
Internal Controls, Auditing, Accounting, Sarbanes-Oxley, Finance, Variance Analysis, Budgets, Financial Accounting, Sarbanes-Oxley Act, Accounts Payable, Financial Reporting
Education
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science (BS), Accounting cum laude
KB Home July 2013 - April 2014
The Jokake Companies July 2009 - April 2011
NutraCea November 2007 - July 2009
Jefferson Wells September 2004 - December 2005
EMJ September 2005 - November 2005
Knight Transportation February 2002 - August 2004
Southwest Asset Solutions (The Jokake Companies) September 2000 - December 2001
Computer Guidance Corporation August 1998 - September 2000
ATSCO Products February 1994 - July 1997
Professional Communications, Inc. March 1993 - February 1994
Skills
Internal Controls, Auditing, Accounting, Sarbanes-Oxley, Finance, Variance Analysis, Budgets, Financial Accounting, Sarbanes-Oxley Act, Accounts Payable, Financial Reporting
Education
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science (BS), Accounting cum laude
Jodi Page's Jefferson Wells Experience 2000 - 2007
Job Sr. Manager at Dell
Industry Computer Hardware
Experience
Dell 2007 - Present
Jefferson Wells 2000 - 2007
Deloitte Consulting 1999 - 2000
Ernst & Young 1996 - 1999
PwC 1995 - 1996
Sysco 1993 - 1995
RIA \ Computer Language Research 1989 - 1993
Education
University of North Texas 1986 — 1989
MS, Taxation
Stephen F. Austin State University 1981 — 1984
Accounting
Dell 2007 - Present
Jefferson Wells 2000 - 2007
Deloitte Consulting 1999 - 2000
Ernst & Young 1996 - 1999
PwC 1995 - 1996
Sysco 1993 - 1995
RIA \ Computer Language Research 1989 - 1993
Education
University of North Texas 1986 — 1989
MS, Taxation
Stephen F. Austin State University 1981 — 1984
Accounting
Shellie Purnell-Brown, CFE, CPA's Jefferson Wells Experience December 2004 - May 2006
Job Office of Inspector General at Federal Election Commission
Industry Consumer Goods
Experience
Federal Election Commission August 2011 - Present
World Kitchen June 2006 - July 2011
Jefferson Wells December 2004 - May 2006
Intelsat April 2001 - December 2004
Verizon Wireless June 1996 - February 2001
Pathmark Stores, Inc. September 1989 - May 1996
Skills
SOX, Internal Audit, Internal Controls, Certified Fraud Examiner, Enterprise Risk..., Financial Analysis, Variance Analysis, Risk Assessment, Analysis, Process Improvement, Excel, GAAP, Business Analysis, Sarbanes-Oxley Act
Education
Seton Hall University 1985 — 1989
BS, Accounting
Federal Election Commission August 2011 - Present
World Kitchen June 2006 - July 2011
Jefferson Wells December 2004 - May 2006
Intelsat April 2001 - December 2004
Verizon Wireless June 1996 - February 2001
Pathmark Stores, Inc. September 1989 - May 1996
Skills
SOX, Internal Audit, Internal Controls, Certified Fraud Examiner, Enterprise Risk..., Financial Analysis, Variance Analysis, Risk Assessment, Analysis, Process Improvement, Excel, GAAP, Business Analysis, Sarbanes-Oxley Act
Education
Seton Hall University 1985 — 1989
BS, Accounting
Paul Tava's Jefferson Wells Experience September 2007 - Present
Job Director of Finance & Accounting at Experis
Industry Financial Services
Experience
Jefferson Wells September 2007 - Present
American Express December 2005 - September 2007
American Express Tax & Business Services April 2004 - December 2005
Jefferson Wells April 2002 - April 2004
Skills
Internal Audit, Finance, Corporate Finance, Business Development, Accounting, New Business Development, Human Resources, Financial Analysis, Consulting, Process Consulting, Six Sigma, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Auditing, Business Process..., Enterprise Risk..., Financial Reporting, Financial Risk, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Accounting
Jefferson Wells September 2007 - Present
American Express December 2005 - September 2007
American Express Tax & Business Services April 2004 - December 2005
Jefferson Wells April 2002 - April 2004
Skills
Internal Audit, Finance, Corporate Finance, Business Development, Accounting, New Business Development, Human Resources, Financial Analysis, Consulting, Process Consulting, Six Sigma, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Auditing, Business Process..., Enterprise Risk..., Financial Reporting, Financial Risk, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY