Jefferson Wells
Industry: Company
DescriptionFounded: 1995 Parent organization: ManpowerGroup Subsidiary: The Gelber Organization
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Jefferson Wells Employees
Employee
Years
Job
Industry
Bill Alquist Bill Alquist's Jefferson Wells Experience January 2002 - December 2002
Job High energy leader specializing in maximizing ROI on people, systems, & processes
Industry Information Technology and Services
Experience
Federal Highway Administration February 2010 - Present
Air Force Space Command May 2009 - January 2010
Crisantorena Investments LLC January 2007 - December 2009
Entertainment Colorado Inc. April 2003 - December 2006
Jefferson Wells January 2002 - December 2002
Greenwich Technology Partners August 1998 - December 2001
Paradigm Software Technologies October 1997 - July 1998
Claremont Technology Group August 1996 - September 1997
Skills
Program Management, Six Sigma, Process Improvement, Leadership, Change Management, Business Process..., Business, Management Consulting, Management, Budgets, Strategic Partnerships, Business Strategy, Project Management, SaaS, Business Development, Customer Service, Mentoring, Organizational Design, ChangePoint PSA, Software Development, Software Implementation, Account Management, Startups, Career Development..., Requirements Analysis, Mergers, Recruiting, DataBasics Time &..., Vendor Management, Training, Profit Maximization, Start-ups, Strategic Planning, Business Analysis, Performance Management, Forecasting, Integration, Contract Negotiation, Policy, Business Planning, Consulting, Human Resources, Proposal Writing, Organizational..., Security, Visio, SharePoint, Mergers & Acquisitions
Education
Villanova University 2007 — 2007
Certificate, Lean Six Sigma Certificate
Villanova University 2007 — 2007
Certificate, Six Sigma Green Belt Certificate
University of Maryland University College 1978 — 2006
BSC, Management Studies
Federal Highway Administration February 2010 - Present
Air Force Space Command May 2009 - January 2010
Crisantorena Investments LLC January 2007 - December 2009
Entertainment Colorado Inc. April 2003 - December 2006
Jefferson Wells January 2002 - December 2002
Greenwich Technology Partners August 1998 - December 2001
Paradigm Software Technologies October 1997 - July 1998
Claremont Technology Group August 1996 - September 1997
Skills
Program Management, Six Sigma, Process Improvement, Leadership, Change Management, Business Process..., Business, Management Consulting, Management, Budgets, Strategic Partnerships, Business Strategy, Project Management, SaaS, Business Development, Customer Service, Mentoring, Organizational Design, ChangePoint PSA, Software Development, Software Implementation, Account Management, Startups, Career Development..., Requirements Analysis, Mergers, Recruiting, DataBasics Time &..., Vendor Management, Training, Profit Maximization, Start-ups, Strategic Planning, Business Analysis, Performance Management, Forecasting, Integration, Contract Negotiation, Policy, Business Planning, Consulting, Human Resources, Proposal Writing, Organizational..., Security, Visio, SharePoint, Mergers & Acquisitions
Education
Villanova University 2007 — 2007
Certificate, Lean Six Sigma Certificate
Villanova University 2007 — 2007
Certificate, Six Sigma Green Belt Certificate
University of Maryland University College 1978 — 2006
BSC, Management Studies
Mark Mortenson, CPA, MBA Mark Mortenson, CPA, MBA's Jefferson Wells Experience 2008 - 2010
Job Finance Professional in Transition
Industry Accounting
Experience
MedMark Services, Inc. December 2013 - June 2014
USMD Cancer Treatment Centers 2010 - October 2013
Tatum LLC April 2010 - December 2010
Jefferson Wells 2008 - 2010
Silverleaf Resorts 2003 - 2008
Jefferson Wells 2002 - 2003
SmartHealth 2000 - 2002
MicroAge 1993 - 2000
Digital Equipment Corporation 1988 - 1993
LEVOLOR 1986 - 1988
Skills
Financial Reporting, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Finance, Business Process..., Accounting, Internal Controls, Start-ups, Budgets, Auditing, Management, Strategic Financial..., Project Management, Mergers, Management Consulting, SEC filings, Executive Management
Education
University of Phoenix 1991 — 1993
MBA, Finance
University of Wisconsin-Whitewater 1979 — 1981
BA, Accounting
MedMark Services, Inc. December 2013 - June 2014
USMD Cancer Treatment Centers 2010 - October 2013
Tatum LLC April 2010 - December 2010
Jefferson Wells 2008 - 2010
Silverleaf Resorts 2003 - 2008
Jefferson Wells 2002 - 2003
SmartHealth 2000 - 2002
MicroAge 1993 - 2000
Digital Equipment Corporation 1988 - 1993
LEVOLOR 1986 - 1988
Skills
Financial Reporting, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Finance, Business Process..., Accounting, Internal Controls, Start-ups, Budgets, Auditing, Management, Strategic Financial..., Project Management, Mergers, Management Consulting, SEC filings, Executive Management
Education
University of Phoenix 1991 — 1993
MBA, Finance
University of Wisconsin-Whitewater 1979 — 1981
BA, Accounting
Donna Floyd Donna Floyd's Jefferson Wells Experience November 2003 - August 2005
Job Independent Contractor specializing in Business System Analysis, Business Process Improvement and Internal Audit
Industry Accounting
Experience
Donna Floyd CPA October 2008 - Present
Independent Contractor / Business Systems Analysis / Accounting October 2008 - Present
Arc One, LLC August 2005 - September 2008
Jefferson Wells November 2003 - August 2005
VF Corp March 2000 - December 2002
VF Corp October 1998 - March 2000
Covington Diesel April 1993 - October 1998
Skills
Business Systems..., Microsoft Dynamics AX, Accounting, Business Process..., Process Improvement, General Ledger, Internal Controls, Internal Audit, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Financial Reporting, Cost Accounting, Management, Forecasting, Analysis, Budgets, Variance Analysis, Cash Flow, Accounts Receivable, Payroll, Leadership, SAP, Strategic Planning, Financial Modeling, Auditing, Business Analysis
Education
University of North Carolina at Greensboro 1984 — 1988
BS, Info Systems Management
University of North Carolina at Greensboro
BS, Accounting
Donna Floyd CPA October 2008 - Present
Independent Contractor / Business Systems Analysis / Accounting October 2008 - Present
Arc One, LLC August 2005 - September 2008
Jefferson Wells November 2003 - August 2005
VF Corp March 2000 - December 2002
VF Corp October 1998 - March 2000
Covington Diesel April 1993 - October 1998
Skills
Business Systems..., Microsoft Dynamics AX, Accounting, Business Process..., Process Improvement, General Ledger, Internal Controls, Internal Audit, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Financial Reporting, Cost Accounting, Management, Forecasting, Analysis, Budgets, Variance Analysis, Cash Flow, Accounts Receivable, Payroll, Leadership, SAP, Strategic Planning, Financial Modeling, Auditing, Business Analysis
Education
University of North Carolina at Greensboro 1984 — 1988
BS, Info Systems Management
University of North Carolina at Greensboro
BS, Accounting
J.D. Parker J.D. Parker's Jefferson Wells Experience 2000 - 2008
Job Controller at Sable Natural Resources
Industry Oil & Energy
Experience
Sable Natural Resources August 2014 - Present
J.D. Parker, CPA February 2012 - August 2014
TransAtlantic Petroleum Ltd. September 2009 - February 2012
A.C. Lordi February 2008 - September 2009
Jefferson Wells 2000 - 2008
Waste Recovery 1999 - 2000
US Filter 1995 - 1999
First American Bank 1991 - 1995
Ernst & Young 1987 - 1991
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, US GAAP, Financial Accounting, General Ledger, Financial Analysis, Variance Analysis, Auditing, Risk Management, SEC filings, Fixed Assets, Consolidation, Financial Audits, Due Diligence, Managerial Finance, Sarbanes-Oxley, IFRS, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1987
BBA, Accounting
Sable Natural Resources August 2014 - Present
J.D. Parker, CPA February 2012 - August 2014
TransAtlantic Petroleum Ltd. September 2009 - February 2012
A.C. Lordi February 2008 - September 2009
Jefferson Wells 2000 - 2008
Waste Recovery 1999 - 2000
US Filter 1995 - 1999
First American Bank 1991 - 1995
Ernst & Young 1987 - 1991
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, US GAAP, Financial Accounting, General Ledger, Financial Analysis, Variance Analysis, Auditing, Risk Management, SEC filings, Fixed Assets, Consolidation, Financial Audits, Due Diligence, Managerial Finance, Sarbanes-Oxley, IFRS, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1987
BBA, Accounting
John P. Braeger, MBA John P. Braeger, MBA's Jefferson Wells Experience September 2006 - January 2008
Job Educator, Project Manager, Auditor
Industry Management Consulting
Experience
University of Phoenix April 2006 - Present
Braeger Business Services December 2000 - Present
Jefferson Wells September 2006 - January 2008
Associated Bank October 2003 - February 2005
Wausau Financial Systems May 1999 - November 2000
Skills
E-business, Business Analysis, Project Management, Distance Learning, Business Process..., E-commerce, Risk Management, MS Project, Process Improvement, PMBOK, Team Leadership, Management, Innotas, EtQ, Analysis, Banking, Strategy, Leadership, Software Documentation
Education
University of Wisconsin-Eau Claire 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 2001 — 2003
MBA, Electronic Business, GPA 3.96
University of Phoenix April 2006 - Present
Braeger Business Services December 2000 - Present
Jefferson Wells September 2006 - January 2008
Associated Bank October 2003 - February 2005
Wausau Financial Systems May 1999 - November 2000
Skills
E-business, Business Analysis, Project Management, Distance Learning, Business Process..., E-commerce, Risk Management, MS Project, Process Improvement, PMBOK, Team Leadership, Management, Innotas, EtQ, Analysis, Banking, Strategy, Leadership, Software Documentation
Education
University of Wisconsin-Eau Claire 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 2001 — 2003
MBA, Electronic Business, GPA 3.96
Liana O'Drobinak Liana O'Drobinak's Jefferson Wells Experience August 2005 - November 2010
Job CEO at Trusted Consulting Connection
Industry Accounting
Experience
Trustconnects December 2013 - Present
Bay Consulting Partners LLC January 2011 - Present
Florida Prepaid College Board September 2011 - March 2014
Health Insurance Innovations (HIIQ) February 2013 - October 2013
Jefferson Wells August 2005 - November 2010
BayCare Health System 2005 - 2010
Florida Prepaid College Board 2003 - 2006
Acclaris February 2001 - July 2005
Arthur Andersen Business Consulting 1997 - 2001
Arthur Andersen 1985 - 1997
Skills
Process Improvement, Offshoring, Risk Management, Enterprise Risk..., Internal Audit, Business Development, BPO, Strategic Planning, Business Intelligence, Financial Accounting, SEC Financial Reporting, Leadership, Change Management, Strategy, Auditing, Finance, Financial Analysis, SEC filings, Business Process..., Management, Governance, SEC Filings
Education
University of South Florida - College of Business Administration 1982 — 1992
MBA, Accounting
Clearwater Central Catholic High School 1976 — 1980
Trustconnects December 2013 - Present
Bay Consulting Partners LLC January 2011 - Present
Florida Prepaid College Board September 2011 - March 2014
Health Insurance Innovations (HIIQ) February 2013 - October 2013
Jefferson Wells August 2005 - November 2010
BayCare Health System 2005 - 2010
Florida Prepaid College Board 2003 - 2006
Acclaris February 2001 - July 2005
Arthur Andersen Business Consulting 1997 - 2001
Arthur Andersen 1985 - 1997
Skills
Process Improvement, Offshoring, Risk Management, Enterprise Risk..., Internal Audit, Business Development, BPO, Strategic Planning, Business Intelligence, Financial Accounting, SEC Financial Reporting, Leadership, Change Management, Strategy, Auditing, Finance, Financial Analysis, SEC filings, Business Process..., Management, Governance, SEC Filings
Education
University of South Florida - College of Business Administration 1982 — 1992
MBA, Accounting
Clearwater Central Catholic High School 1976 — 1980
Philippa Lawton Philippa Lawton's Jefferson Wells Experience July 2007 - May 2008
Job IT Forensic Legal Specialist
Industry Computer & Network Security
Experience
AECOM May 2008 - Present
URS - AECOM and URS have joined together as one company. May 2008 - October 2014
Loveland Ski Areas 2004 - December 2010
Jefferson Wells July 2007 - May 2008
Echostar September 2004 - July 2007
e-fense, Inc. July 2003 - August 2004
Data Recovery and Computer Forensics January 2002 - June 2003
Skills
Computer Forensics, Computer Security, Forensic Analysis, Risk Assessment, EnCase, Penetration Testing, Vulnerability Assessment, Cybercrime, EDiscovery, Litigation Support, Data recovery, Project Management, Strategic Planning, Information Security, EnCE, Infrastructure, GIAC, Internal Investigations, Downhill Skiing, Data Recovery, Enterprise Software, Document Management, Investigation, IT Audit, Expert Witness, Security, Security Audits, Information Security..., Vulnerability Management, Information Assurance
Education
Denver Technical College 2001 — 2001
Certificate
University of Northern Colorado 1987 — 1992
BS, BA
AECOM May 2008 - Present
URS - AECOM and URS have joined together as one company. May 2008 - October 2014
Loveland Ski Areas 2004 - December 2010
Jefferson Wells July 2007 - May 2008
Echostar September 2004 - July 2007
e-fense, Inc. July 2003 - August 2004
Data Recovery and Computer Forensics January 2002 - June 2003
Skills
Computer Forensics, Computer Security, Forensic Analysis, Risk Assessment, EnCase, Penetration Testing, Vulnerability Assessment, Cybercrime, EDiscovery, Litigation Support, Data recovery, Project Management, Strategic Planning, Information Security, EnCE, Infrastructure, GIAC, Internal Investigations, Downhill Skiing, Data Recovery, Enterprise Software, Document Management, Investigation, IT Audit, Expert Witness, Security, Security Audits, Information Security..., Vulnerability Management, Information Assurance
Education
Denver Technical College 2001 — 2001
Certificate
University of Northern Colorado 1987 — 1992
BS, BA
Lynn Schade, Senior Banker Lynn Schade, Senior Banker's Jefferson Wells Experience 2007 - 2008
Job SVP and Team Leader at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank October 2014 - Present
HSBC May 2012 - October 2014
TD Bank February 2010 - May 2012
Contractor October 2009 - February 2010
ProcessUnity September 2009 - February 2010
ZeroPoint Risk Research, LLC July 2009 - February 2010
IntraLinks March 2008 - June 2009
Jefferson Wells 2007 - 2008
Global Atlantic Partners LLC June 2006 - May 2007
ABN AMRO 2000 - 2006
Skills
CRM, SaaS, Mergers & Acquisitions, Strategy, Risk Management, Due Diligence, Marketing, Strategic Alliances, Capital Markets, Security, Salesforce.com, Financial Services, Analysis, Business Planning, Entrepreneurship, Business Development, Investment Banking, Mergers, Market Research, Recruiting, Business Intelligence, Portfolio Management, Business, Program Management, Internal Controls, Financial Risk, Management, Auditing, Enterprise Software, Investments, New Business Development, Integration, Consulting, Finance, Leadership, Sales Management, Executive Management, Banking, Sales, Financial Analysis, Internal Audit, Restructuring
Education
Bourne High School
University of Massachusetts, Amherst
BA, Political Economics
University of Oregon
National Exchange Program
Cambridge Savings Bank October 2014 - Present
HSBC May 2012 - October 2014
TD Bank February 2010 - May 2012
Contractor October 2009 - February 2010
ProcessUnity September 2009 - February 2010
ZeroPoint Risk Research, LLC July 2009 - February 2010
IntraLinks March 2008 - June 2009
Jefferson Wells 2007 - 2008
Global Atlantic Partners LLC June 2006 - May 2007
ABN AMRO 2000 - 2006
Skills
CRM, SaaS, Mergers & Acquisitions, Strategy, Risk Management, Due Diligence, Marketing, Strategic Alliances, Capital Markets, Security, Salesforce.com, Financial Services, Analysis, Business Planning, Entrepreneurship, Business Development, Investment Banking, Mergers, Market Research, Recruiting, Business Intelligence, Portfolio Management, Business, Program Management, Internal Controls, Financial Risk, Management, Auditing, Enterprise Software, Investments, New Business Development, Integration, Consulting, Finance, Leadership, Sales Management, Executive Management, Banking, Sales, Financial Analysis, Internal Audit, Restructuring
Education
Bourne High School
University of Massachusetts, Amherst
BA, Political Economics
University of Oregon
National Exchange Program
Kenna Ankrum Kenna Ankrum's Jefferson Wells Experience August 2006 - October 2009
Job MgrFinancial Services at CR3 Nuclear
Industry Utilities
Experience
Duke Energy Corporation November 2012 - Present
Progress Energy October 2009 - November 2012
Jefferson Wells August 2006 - October 2009
Philip Morris USA December 2003 - August 2006
TECO Energy 1985 - 2003
Tampa Electric Company 1993 - 1995
Coopers & Lybrand 1983 - 1985
Skills
Auditing, Financial Reporting, Hyperion Enterprise, GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Analysis, Sarbanes-Oxley, Internal Audit, SEC filings, Mergers & Acquisitions, Finance, Risk Management, Acquisition Integration, Managerial Finance, Process Improvement, Corporate Finance, Budgets
Education
University of South Florida 1981 — 1983
BA, Accounting
Duke Energy Corporation November 2012 - Present
Progress Energy October 2009 - November 2012
Jefferson Wells August 2006 - October 2009
Philip Morris USA December 2003 - August 2006
TECO Energy 1985 - 2003
Tampa Electric Company 1993 - 1995
Coopers & Lybrand 1983 - 1985
Skills
Auditing, Financial Reporting, Hyperion Enterprise, GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Analysis, Sarbanes-Oxley, Internal Audit, SEC filings, Mergers & Acquisitions, Finance, Risk Management, Acquisition Integration, Managerial Finance, Process Improvement, Corporate Finance, Budgets
Education
University of South Florida 1981 — 1983
BA, Accounting
Charles E. Ellis, Jr., CPA Charles E. Ellis, Jr., CPA's Jefferson Wells Experience June 2004 - August 2008
Job Accountant at The Boeing Company
Industry Defense & Space
Experience
Boeing September 2014 - Present
University of Missouri - St. Louis August 2008 - September 2014
City of Greendale, Missouri April 2007 - March 2011
Jefferson Wells June 2004 - August 2008
Enterprise Rent-A-Car February 2000 - June 2003
Skills
Notary Public, Microsoft Office, Accounting, Business Management, Financial Advisory, Financial Analysis, Financial Reporting, Financial Accounting, Sound Editing, Proofreading, Auditing, Internal Audit, Internal Controls, Certified Internal..., Compliance Audits, Compliance Management, Local Government, Government Relations, State Government, PeopleSoft, Team Building, Writing Skills, Radio Broadcasting, Management, Quality Auditing, GAAP, Sarbanes-Oxley Act, Access, SEC filings, Nonprofits, General Ledger, QuickBooks, Accounts Payable, Leadership, Accounts Receivable, Sarbanes-Oxley, Finance, Cost Accounting, US GAAP, Journal Entries, Managerial Finance, Tax Preparation, Budgets, Forecasting, Fixed Assets, Financial Statements, Cash Management, Tax, CPA, Accruals
Education
University of Missouri-Columbia, College of Business 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.), Accounting
Hazelwood West High School 1986 — 1990
Boeing September 2014 - Present
University of Missouri - St. Louis August 2008 - September 2014
City of Greendale, Missouri April 2007 - March 2011
Jefferson Wells June 2004 - August 2008
Enterprise Rent-A-Car February 2000 - June 2003
Skills
Notary Public, Microsoft Office, Accounting, Business Management, Financial Advisory, Financial Analysis, Financial Reporting, Financial Accounting, Sound Editing, Proofreading, Auditing, Internal Audit, Internal Controls, Certified Internal..., Compliance Audits, Compliance Management, Local Government, Government Relations, State Government, PeopleSoft, Team Building, Writing Skills, Radio Broadcasting, Management, Quality Auditing, GAAP, Sarbanes-Oxley Act, Access, SEC filings, Nonprofits, General Ledger, QuickBooks, Accounts Payable, Leadership, Accounts Receivable, Sarbanes-Oxley, Finance, Cost Accounting, US GAAP, Journal Entries, Managerial Finance, Tax Preparation, Budgets, Forecasting, Fixed Assets, Financial Statements, Cash Management, Tax, CPA, Accruals
Education
University of Missouri-Columbia, College of Business 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.), Accounting
Hazelwood West High School 1986 — 1990
Mandy Plummer Mandy Plummer's Jefferson Wells Experience September 2007 - December 2009
Job Experienced Administrative, Sales and Marketing Professional
Industry Accounting
Experience
JP Financial Group LLC May 2010 - February 2015
Thad A. Throneburg, Attorney at Law June 2012 - June 2013
Institute of Internal Auditors - Charlotte Chapter May 2011 - May 2012
The Mergis Group May 2011 - March 2012
Jefferson Wells September 2007 - December 2009
Jefferson Wells September 2003 - September 2007
Jefferson Wells October 2002 - September 2003
Earthmovers Equipment Sales & Leasing, Inc. May 2002 - October 2002
BellMore Group, Inc. June 2001 - May 2002
Southeast Yacht Brokerage June 2000 - May 2001
Skills
Business Development, Project Management, Business Strategy, Account Development, Technical Writing, Market Analysis, Event Management, Account Management, Reporting & Analysis, Executive Reporting, Sales Support, Direct Marketing, Sales Operations, Notary Public, Marketing, Strategy, CRM, Marketing Strategy, Management, Process Improvement, Team Building, Budgets, Training, Analysis, Leadership, Account Planning, Fundraising, Customer Satisfaction, Human Resources, Sales, Sales Process, Sales Management, Recruiting, Time Management, Proposal Writing
Education
University of North Carolina at Wilmington 1997 — 2001
Bachelor's Degree, Biological and Cultural Anthropology, Genetics, Linguistics, Archaeology
East Mecklenburg High School 1995 — 1997
High School
JP Financial Group LLC May 2010 - February 2015
Thad A. Throneburg, Attorney at Law June 2012 - June 2013
Institute of Internal Auditors - Charlotte Chapter May 2011 - May 2012
The Mergis Group May 2011 - March 2012
Jefferson Wells September 2007 - December 2009
Jefferson Wells September 2003 - September 2007
Jefferson Wells October 2002 - September 2003
Earthmovers Equipment Sales & Leasing, Inc. May 2002 - October 2002
BellMore Group, Inc. June 2001 - May 2002
Southeast Yacht Brokerage June 2000 - May 2001
Skills
Business Development, Project Management, Business Strategy, Account Development, Technical Writing, Market Analysis, Event Management, Account Management, Reporting & Analysis, Executive Reporting, Sales Support, Direct Marketing, Sales Operations, Notary Public, Marketing, Strategy, CRM, Marketing Strategy, Management, Process Improvement, Team Building, Budgets, Training, Analysis, Leadership, Account Planning, Fundraising, Customer Satisfaction, Human Resources, Sales, Sales Process, Sales Management, Recruiting, Time Management, Proposal Writing
Education
University of North Carolina at Wilmington 1997 — 2001
Bachelor's Degree, Biological and Cultural Anthropology, Genetics, Linguistics, Archaeology
East Mecklenburg High School 1995 — 1997
High School
Kay (Keerthana) Naidu Kay (Keerthana) Naidu's Jefferson Wells Experience September 2004 - April 2005
Job Sr. Risk and Compliance Specialist at Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas July 2012 - Present
USAA October 2010 - June 2012
USAA January 2009 - September 2010
CHRISTUS Health May 2005 - September 2008
ISACA San Antonio 2005 - 2006
Jefferson Wells September 2004 - April 2005
ERCOT October 2003 - April 2004
Blue Cross Blue Shield of Massachusetts September 2001 - January 2002
Higher Colleges of Technology August 1995 - July 2001
Northrop Grumman March 2000 - June 2000
Skills
Compliance, Risk, Enterprise Risk..., CISA, ICFR, COBIT, ITIL, Sarbanes-Oxley, Analysis, Assurance, Auditing, Business Process, Financial Risk, IT Audit, Information Security..., Information Technology, Internal Audit, Internal Controls, Operational Risk..., Process Improvement, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Security
Education
University of Toronto - University of Trinity College 1989 — 1993
Bachelor of Science
University of Leicester 1997 — 2001
MBA
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas July 2012 - Present
USAA October 2010 - June 2012
USAA January 2009 - September 2010
CHRISTUS Health May 2005 - September 2008
ISACA San Antonio 2005 - 2006
Jefferson Wells September 2004 - April 2005
ERCOT October 2003 - April 2004
Blue Cross Blue Shield of Massachusetts September 2001 - January 2002
Higher Colleges of Technology August 1995 - July 2001
Northrop Grumman March 2000 - June 2000
Skills
Compliance, Risk, Enterprise Risk..., CISA, ICFR, COBIT, ITIL, Sarbanes-Oxley, Analysis, Assurance, Auditing, Business Process, Financial Risk, IT Audit, Information Security..., Information Technology, Internal Audit, Internal Controls, Operational Risk..., Process Improvement, Risk Assessment, Risk Management, Sarbanes-Oxley Act, Security
Education
University of Toronto - University of Trinity College 1989 — 1993
Bachelor of Science
University of Leicester 1997 — 2001
MBA
Derek Orellana Derek Orellana's Jefferson Wells Experience August 2005 - January 2006
Job Revenue Management/Operations Performance Analyst at American Airlines
Industry Airlines/Aviation
Experience
US Airways March 2006 - Present
Jefferson Wells August 2005 - January 2006
Avnet October 2004 - August 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Project Management
Education
University of Phoenix - MBA 2005 — 2007
US Airways March 2006 - Present
Jefferson Wells August 2005 - January 2006
Avnet October 2004 - August 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Project Management
Education
University of Phoenix - MBA 2005 — 2007
JP Springsted JP Springsted's Jefferson Wells Experience November 2009 - February 2010
Job Internal Audit Manager at Texans Credit Union
Industry Financial Services
Experience
Texans Credit Union May 2012 - Present
MMC Group LP August 2010 - February 2012
Jefferson Wells November 2009 - February 2010
Oldcastle Glass January 2008 - December 2009
Alliance Data July 2004 - December 2007
Ernst & Young July 1997 - June 2004
Ernst & Young July 1999 - March 2002
Ernst & Young April 1999 - July 1999
Ernst & Young July 1997 - April 1999
Texas Credit Union League August 1995 - July 1997
Skills
Internal Audit, SOX, Banking, Internal Controls, Audit, Big 4, Mortgage Servicing, Auditing, Compliance, Risk Assessment, Risk Management, COSO, Process Improvement, Compliance Audits, Accounting, GAAP, US GAAP, SAS70, Fraud Investigations, Fraud, PeopleSoft, Excel, Risk, IT Audit, Strategic Financial..., CPA, Sarbanes-Oxley Act, Quality Auditing, Financial Planning, Financial Risk
Education
University of Oklahoma - Price College of Business 2000 — 2005
M.Accountancy, Accounting
Ralston 1986 — 1990
Texans Credit Union May 2012 - Present
MMC Group LP August 2010 - February 2012
Jefferson Wells November 2009 - February 2010
Oldcastle Glass January 2008 - December 2009
Alliance Data July 2004 - December 2007
Ernst & Young July 1997 - June 2004
Ernst & Young July 1999 - March 2002
Ernst & Young April 1999 - July 1999
Ernst & Young July 1997 - April 1999
Texas Credit Union League August 1995 - July 1997
Skills
Internal Audit, SOX, Banking, Internal Controls, Audit, Big 4, Mortgage Servicing, Auditing, Compliance, Risk Assessment, Risk Management, COSO, Process Improvement, Compliance Audits, Accounting, GAAP, US GAAP, SAS70, Fraud Investigations, Fraud, PeopleSoft, Excel, Risk, IT Audit, Strategic Financial..., CPA, Sarbanes-Oxley Act, Quality Auditing, Financial Planning, Financial Risk
Education
University of Oklahoma - Price College of Business 2000 — 2005
M.Accountancy, Accounting
Ralston 1986 — 1990
Scott Keen Scott Keen's Jefferson Wells Experience March 2005 - July 2009
Job Director of Sales Operations, Illinois & Wisconsin at Sprint
Industry Wireless
Experience
Sprint May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices December 2013 - May 2015
Core Catalysts, LLC October 2012 - December 2013
Robert Half Management Resources July 2010 - October 2012
Evan Thomas Global, LLC July 2009 - April 2010
Jefferson Wells March 2005 - July 2009
Eckerd Corporation November 1999 - March 2005
Defense Finance and Accounting Service November 1996 - October 1998
United States Marine Corps August 1988 - April 1996
Skills
Management, Human Resources, Process Improvement, Business Planning, Team Building, Start-ups, Budgets, Performance Management, Management Consulting, Analysis, HRIS, Operations Management, Employee Relations, Finance, Financial Analysis, Payroll, Strategy, Mergers & Acquisitions, Coaching, Business Process..., Organizational..., Financial Modeling, Sales Operations, Corporate Communications, Business Process..., Onboarding, Customer Negotiations, Project Implementation, Shared Services, Employee Training, Temporary Placement, Personnel Management, Recruiting, Leadership, Strategic Planning, Sales, Supply Chain Operations, Decision Support, Financial Forecasting, P&L Management, Professional Staffing, Human Capital Management, Recruitment/Retention, Training & Development, Staff Retention, Strategy Development, Business Continuity, Shared Services..., Cost Reduction..., Consulting
Education
University of South Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Baker University 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Sprint May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices December 2013 - May 2015
Core Catalysts, LLC October 2012 - December 2013
Robert Half Management Resources July 2010 - October 2012
Evan Thomas Global, LLC July 2009 - April 2010
Jefferson Wells March 2005 - July 2009
Eckerd Corporation November 1999 - March 2005
Defense Finance and Accounting Service November 1996 - October 1998
United States Marine Corps August 1988 - April 1996
Skills
Management, Human Resources, Process Improvement, Business Planning, Team Building, Start-ups, Budgets, Performance Management, Management Consulting, Analysis, HRIS, Operations Management, Employee Relations, Finance, Financial Analysis, Payroll, Strategy, Mergers & Acquisitions, Coaching, Business Process..., Organizational..., Financial Modeling, Sales Operations, Corporate Communications, Business Process..., Onboarding, Customer Negotiations, Project Implementation, Shared Services, Employee Training, Temporary Placement, Personnel Management, Recruiting, Leadership, Strategic Planning, Sales, Supply Chain Operations, Decision Support, Financial Forecasting, P&L Management, Professional Staffing, Human Capital Management, Recruitment/Retention, Training & Development, Staff Retention, Strategy Development, Business Continuity, Shared Services..., Cost Reduction..., Consulting
Education
University of South Florida - College of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Baker University 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
George Dinevski, CIA George Dinevski, CIA's Jefferson Wells Experience June 2000 - April 2004
Job at Greektown Casino
Industry Gambling & Casinos
Experience
Greektown Casino-Hotel September 2010 - Present
St John Heath System February 2010 - May 2010
Consulting Firm - Troy, MI April 2004 - March 2009
DTE Energy 2009 - 2009
Jefferson Wells June 2000 - April 2004
George Johnson & Company CPAs October 1998 - June 2000
Walsh, Cenko & Hayes October 1997 - October 1998
Swad & Company June 1997 - October 1997
Skills
Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Internal Controls, COSO, SEC filings, Financial Analysis, GAAP, Analysis, Risk Assessment, Financial Audits, Variance Analysis, Governance, Corporate Governance, Process Improvement, Information Technology, Business Process..., Risk Management, Data Analysis, Assurance, Due Diligence, Audit Committee, Leadership, SAP, Fraud, Accounting, Financial Reporting, IT Audit, Financial Accounting, CISA, Cash Flow, Casino, SEC Filings, Management, Team Building, Certified Fraud Examiner, Microsoft Excel
Education
University of Michigan-Dearborn 1993 — 1997
University of Michigan
Greektown Casino-Hotel September 2010 - Present
St John Heath System February 2010 - May 2010
Consulting Firm - Troy, MI April 2004 - March 2009
DTE Energy 2009 - 2009
Jefferson Wells June 2000 - April 2004
George Johnson & Company CPAs October 1998 - June 2000
Walsh, Cenko & Hayes October 1997 - October 1998
Swad & Company June 1997 - October 1997
Skills
Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Internal Controls, COSO, SEC filings, Financial Analysis, GAAP, Analysis, Risk Assessment, Financial Audits, Variance Analysis, Governance, Corporate Governance, Process Improvement, Information Technology, Business Process..., Risk Management, Data Analysis, Assurance, Due Diligence, Audit Committee, Leadership, SAP, Fraud, Accounting, Financial Reporting, IT Audit, Financial Accounting, CISA, Cash Flow, Casino, SEC Filings, Management, Team Building, Certified Fraud Examiner, Microsoft Excel
Education
University of Michigan-Dearborn 1993 — 1997
University of Michigan
Craig Hahn, CPA MBT (avail Jan.) Craig Hahn, CPA MBT (avail Jan.)'s Jefferson Wells Experience 2007 - 2011
Job Tax & Audit Contractor (Available January 2016)
Industry Accounting
Experience
RGP 2012 - Present
Craig A. Hahn, CPA MBT 2007 - Present
Robert Half Management Resources 2015 - 2015
Jefferson Wells 2007 - 2011
RBC 2001 - 2006
Opus 1998 - 2001
Deltak 1991 - 1997
Baune Dosen 1986 - 1991
Education
University of Minnesota - Carlson School of Management
MBT, Masters of Business Taxation
RGP 2012 - Present
Craig A. Hahn, CPA MBT 2007 - Present
Robert Half Management Resources 2015 - 2015
Jefferson Wells 2007 - 2011
RBC 2001 - 2006
Opus 1998 - 2001
Deltak 1991 - 1997
Baune Dosen 1986 - 1991
Education
University of Minnesota - Carlson School of Management
MBT, Masters of Business Taxation
Craig Robinson Craig Robinson's Jefferson Wells Experience 2004 - 2008
Job Senior Director of Finance at Miami Valley Gaming
Industry Gambling & Casinos
Experience
Miami Valley Gaming June 2015 - Present
Grand Sierra Resort September 2014 - June 2015
The Cosmopolitan of Las Vegas April 2014 - September 2014
Penn National Gaming August 2012 - September 2013
Penn National Gaming January 2012 - August 2012
Lewis & Clark Community College January 2011 - January 2012
Penn National Gaming April 2009 - January 2012
Adams Harris December 2008 - April 2009
Jefferson Wells 2004 - 2008
Argosy Gaming Company January 2001 - October 2005
Skills
Internal Audit, Auditing, General Ledger, Forecasting, Budgets, Strategic Planning, Managerial Finance, CPA, Financial Reporting, Corporate Governance, Casino, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, SEC filings, Internal Controls, Gaming Industry, Finance, Financial Analysis, Risk Management, Enterprise Risk..., Accounting, Sarbanes-Oxley Act, Analysis, GAAP, Risk Assessment, Training, Business Process..., Outsourcing, Account Reconciliation, Process Improvement, Leadership, Cash Management, Management, Accounts Payable, US GAAP, Business Strategy, Financial Accounting, Cost Accounting, Purchasing, Access, Financial Audits, Executive Management, Team Building, Fraud, Sarbanes-Oxley, Microsoft Office, Due Diligence, Consulting, Strategic Financial...
Education
University of Nevada-Reno 1987 — 1991
Bachelor of Science, Accounting and CIS
Miami Valley Gaming June 2015 - Present
Grand Sierra Resort September 2014 - June 2015
The Cosmopolitan of Las Vegas April 2014 - September 2014
Penn National Gaming August 2012 - September 2013
Penn National Gaming January 2012 - August 2012
Lewis & Clark Community College January 2011 - January 2012
Penn National Gaming April 2009 - January 2012
Adams Harris December 2008 - April 2009
Jefferson Wells 2004 - 2008
Argosy Gaming Company January 2001 - October 2005
Skills
Internal Audit, Auditing, General Ledger, Forecasting, Budgets, Strategic Planning, Managerial Finance, CPA, Financial Reporting, Corporate Governance, Casino, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, SEC filings, Internal Controls, Gaming Industry, Finance, Financial Analysis, Risk Management, Enterprise Risk..., Accounting, Sarbanes-Oxley Act, Analysis, GAAP, Risk Assessment, Training, Business Process..., Outsourcing, Account Reconciliation, Process Improvement, Leadership, Cash Management, Management, Accounts Payable, US GAAP, Business Strategy, Financial Accounting, Cost Accounting, Purchasing, Access, Financial Audits, Executive Management, Team Building, Fraud, Sarbanes-Oxley, Microsoft Office, Due Diligence, Consulting, Strategic Financial...
Education
University of Nevada-Reno 1987 — 1991
Bachelor of Science, Accounting and CIS
Jeff Morin Jeff Morin's Jefferson Wells Experience June 2006 - July 2007
Job Director, Business Continuity Management at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters Mgr, Information Security Risk ManagementThomson ReutersOctober 2009 - Present
Thomson Reuters July 2007 - October 2009
Jefferson Wells June 2006 - July 2007
Wizmo Inc. 1996 - 2002
Skills
IT Audit, Sarbanes-Oxley Act, Disaster Recovery, Sarbanes-Oxley, Professional Services, Program Management, Business Continuity..., IT Risk Management, Business Continuity, Information Security, Vendor Management, Enterprise Risk..., Risk Assessment
Education
University of Saint Thomas - School of Business 2002 — 2006
MBA, Management
University of Minnesota-Twin Cities 1979 — 1983
BA, CLA
Thomson Reuters Mgr, Information Security Risk ManagementThomson ReutersOctober 2009 - Present
Thomson Reuters July 2007 - October 2009
Jefferson Wells June 2006 - July 2007
Wizmo Inc. 1996 - 2002
Skills
IT Audit, Sarbanes-Oxley Act, Disaster Recovery, Sarbanes-Oxley, Professional Services, Program Management, Business Continuity..., IT Risk Management, Business Continuity, Information Security, Vendor Management, Enterprise Risk..., Risk Assessment
Education
University of Saint Thomas - School of Business 2002 — 2006
MBA, Management
University of Minnesota-Twin Cities 1979 — 1983
BA, CLA
Sean Bard's Jefferson Wells Experience October 2006 - March 2011
Job Client Relationship Executive at PwC
Industry Accounting
Experience
PwC July 2012 - Present
Bard Business Systems April 2011 - June 2012
Jefferson Wells October 2006 - March 2011
Bard Business Systems 2000 - 2006
CASHTEK, Inc. 1997 - 2000
KPMG 1994 - 1997
Skills
Consultative Selling, Business Development, Problem Solving, Strategic Thinking, Financial Analysis, Strategic Planning, Finance, Selling, Business Strategy, Financial Services, CRM, Sales Operations, Process Improvement, Sarbanes-Oxley Act, Internal Controls
Education
University of Notre Dame 1991 — 1995
Business Administration, Accounting
Saint Joseph's Prep 1987 — 1991
PwC July 2012 - Present
Bard Business Systems April 2011 - June 2012
Jefferson Wells October 2006 - March 2011
Bard Business Systems 2000 - 2006
CASHTEK, Inc. 1997 - 2000
KPMG 1994 - 1997
Skills
Consultative Selling, Business Development, Problem Solving, Strategic Thinking, Financial Analysis, Strategic Planning, Finance, Selling, Business Strategy, Financial Services, CRM, Sales Operations, Process Improvement, Sarbanes-Oxley Act, Internal Controls
Education
University of Notre Dame 1991 — 1995
Business Administration, Accounting
Saint Joseph's Prep 1987 — 1991
Peggy DeMuse Peggy DeMuse's Jefferson Wells Experience January 1999 - March 2001
Job Business Broker at Sunbelt Business Brokers
Industry Venture Capital & Private Equity
Experience
Sunbelt Business Brokers January 2011 - Present
Floor Coverings International April 2009 - December 2010
Salo LLC May 2006 - March 2009
Ernst & Young March 2001 - May 2006
Jefferson Wells January 1999 - March 2001
Ecolab September 1987 - August 1998
Skills
Customer Relations, Selling, Negotiation, Budgeting, New Business Development, Coaching, Account Management, Sales Management, Contract Negotiation, Financial Analysis, Marketing Strategy, Mentoring, Contract Negotiations, Business Planning, Small Business, Management, Budgets, Business Brokerage, Start-ups, Marketing, Management Consulting, Customer Service, Mergers & Acquisitions, Business Development, Business Strategy, Public Speaking, Entrepreneurship, Due Diligence, Business Valuation, Sales, Strategy, Real Estate, Accounting, Forecasting, Finance, Strategic Planning, Investments, Team Building
Education
University of Minnesota - Carlson School of Management 1988 — 1991
MBT
University of Saint Thomas 1980 — 1984
Bachelor of Arts (BA), Accounting
Sunbelt Business Brokers January 2011 - Present
Floor Coverings International April 2009 - December 2010
Salo LLC May 2006 - March 2009
Ernst & Young March 2001 - May 2006
Jefferson Wells January 1999 - March 2001
Ecolab September 1987 - August 1998
Skills
Customer Relations, Selling, Negotiation, Budgeting, New Business Development, Coaching, Account Management, Sales Management, Contract Negotiation, Financial Analysis, Marketing Strategy, Mentoring, Contract Negotiations, Business Planning, Small Business, Management, Budgets, Business Brokerage, Start-ups, Marketing, Management Consulting, Customer Service, Mergers & Acquisitions, Business Development, Business Strategy, Public Speaking, Entrepreneurship, Due Diligence, Business Valuation, Sales, Strategy, Real Estate, Accounting, Forecasting, Finance, Strategic Planning, Investments, Team Building
Education
University of Minnesota - Carlson School of Management 1988 — 1991
MBT
University of Saint Thomas 1980 — 1984
Bachelor of Arts (BA), Accounting
Simon Dumas Simon Dumas's Jefferson Wells Experience August 2004 - April 2006
Job Senior Vice President Senior Ops Risk Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2015 - Present
EY February 2015 - June 2015
Citi May 2006 - December 2014
Jefferson Wells August 2004 - April 2006
AIG July 2001 - April 2004
PwC September 1997 - March 2001
UPS October 1988 - August 1997
United States Marine Corps October 1980 - October 1988
Skills
Internal Controls, Enterprise Risk..., Risk Management, Project Management, Internal Audit, Sarbanes-Oxley Act, Business Process..., Information Security, Financial Risk, PeopleSoft, Strategic Financial..., Management Consulting, Program Management, IT Audit, PMO, Auditing, Business Process, Management, Enterprise Software, Financial Services, ERP, Portfolio Management, Process Improvement, Banking, Operational Risk..., Operational Risk, Finance, Strategy, Analysis, Cross-functional Team..., Leadership, Financial Analysis, Governance, Business Analysis, Vendor Management, Accounting, Financial Reporting, Information Technology, Change Management
Education
University of Maryland University College 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland College Park 1988 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Meade Senior High 1978 — 1980
Bank of the West June 2015 - Present
EY February 2015 - June 2015
Citi May 2006 - December 2014
Jefferson Wells August 2004 - April 2006
AIG July 2001 - April 2004
PwC September 1997 - March 2001
UPS October 1988 - August 1997
United States Marine Corps October 1980 - October 1988
Skills
Internal Controls, Enterprise Risk..., Risk Management, Project Management, Internal Audit, Sarbanes-Oxley Act, Business Process..., Information Security, Financial Risk, PeopleSoft, Strategic Financial..., Management Consulting, Program Management, IT Audit, PMO, Auditing, Business Process, Management, Enterprise Software, Financial Services, ERP, Portfolio Management, Process Improvement, Banking, Operational Risk..., Operational Risk, Finance, Strategy, Analysis, Cross-functional Team..., Leadership, Financial Analysis, Governance, Business Analysis, Vendor Management, Accounting, Financial Reporting, Information Technology, Change Management
Education
University of Maryland University College 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland College Park 1988 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Meade Senior High 1978 — 1980
Karl Kispert Karl Kispert's Jefferson Wells Experience July 2002 - December 2007
Job President Kispert Group Currently serving Aujas Information Risk Services and SSAE16 Professionals
Industry Management Consulting
Experience
Kispert Group, LLC April 2014 - Present
Kispert Group, LLC July 2014 - Present
Churchill & Harriman May 2013 - April 2014
Aujas March 2010 - May 2013
Adams Harris June 2009 - March 2010
Huron Consulting Group March 2008 - May 2009
Make-A-Wish Foundation New Jersey 2006 - 2009
Jefferson Wells July 2002 - December 2007
KPMG December 2000 - July 2002
Sarnoff Corporation February 1992 - December 2000
Skills
Security, Information Security, IT Audit, Governance, Information Technology, Enterprise Risk..., Vendor Management, Professional Services, Risk Management, Internal Audit, Information Security..., Sarbanes-Oxley Act, Business Continuity, Computer Security, Leadership, Vulnerability Assessment, CRM, Program Management, Management, Business Development, Penetration Testing, Risk Assessment, Sales Management, Network Security, Identity Management, COBIT, Cloud Computing, Executive Management, Sales Operations, Sales Presentations, Sales Process, Enterprise Software, PCI DSS, Start-ups, ISO 27001, International Sales, Disaster Recovery, Vulnerability Management, SDLC, SOX, IT Risk, Motivational Speaking, Inspiration, Coaching, Life Coaching, Management Consulting, IT Service Management, Strategy, Business Continuity..., Consulting
Education
Ziglar Inc. 2014 — 2014
Ziglar Legacy Certified Trainer, Motivation, Inspiration, Coaching
University of Scranton 1981 — 1985
BS, Criminal Justice / Pre Law
Bishop Klonowski High School
Kispert Group, LLC April 2014 - Present
Kispert Group, LLC July 2014 - Present
Churchill & Harriman May 2013 - April 2014
Aujas March 2010 - May 2013
Adams Harris June 2009 - March 2010
Huron Consulting Group March 2008 - May 2009
Make-A-Wish Foundation New Jersey 2006 - 2009
Jefferson Wells July 2002 - December 2007
KPMG December 2000 - July 2002
Sarnoff Corporation February 1992 - December 2000
Skills
Security, Information Security, IT Audit, Governance, Information Technology, Enterprise Risk..., Vendor Management, Professional Services, Risk Management, Internal Audit, Information Security..., Sarbanes-Oxley Act, Business Continuity, Computer Security, Leadership, Vulnerability Assessment, CRM, Program Management, Management, Business Development, Penetration Testing, Risk Assessment, Sales Management, Network Security, Identity Management, COBIT, Cloud Computing, Executive Management, Sales Operations, Sales Presentations, Sales Process, Enterprise Software, PCI DSS, Start-ups, ISO 27001, International Sales, Disaster Recovery, Vulnerability Management, SDLC, SOX, IT Risk, Motivational Speaking, Inspiration, Coaching, Life Coaching, Management Consulting, IT Service Management, Strategy, Business Continuity..., Consulting
Education
Ziglar Inc. 2014 — 2014
Ziglar Legacy Certified Trainer, Motivation, Inspiration, Coaching
University of Scranton 1981 — 1985
BS, Criminal Justice / Pre Law
Bishop Klonowski High School
Vivian Dickson Vivian Dickson's Jefferson Wells Experience January 2007 - April 2010
Job Senior Sales & Use Tax Analyst (Audit) Newell Rubbermaid
Industry Accounting
Experience
Newell Rubbermaid September 2014 - Present
Jefferson Wells January 2007 - April 2010
Office Depot July 2002 - July 2005
Bellsouth/Cingular Wireless 2000 - 2002
Skills
Multi-State Sales Tax, Property Tax, Tax Research, Tax Audit, Tax System..., Sales & Use Tax..., Business Process..., Vertex, Voluntary Disclosure, Tax Advisory, Transaction Tax, Tax Accounting, Talent Management, Sarbanes-Oxley, Tax Audit Representation, Tax, Accounting, Sales Tax, Fixed Assets, State Tax
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA), Accounting
Newell Rubbermaid September 2014 - Present
Jefferson Wells January 2007 - April 2010
Office Depot July 2002 - July 2005
Bellsouth/Cingular Wireless 2000 - 2002
Skills
Multi-State Sales Tax, Property Tax, Tax Research, Tax Audit, Tax System..., Sales & Use Tax..., Business Process..., Vertex, Voluntary Disclosure, Tax Advisory, Transaction Tax, Tax Accounting, Talent Management, Sarbanes-Oxley, Tax Audit Representation, Tax, Accounting, Sales Tax, Fixed Assets, State Tax
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA), Accounting
Beau Pierce Beau Pierce's Jefferson Wells Experience 2007 - 2008
Job Vice President (Global Industrial Group) at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank February 2014 - Present
Barclays Investment Bank August 2010 - February 2014
Barclays Investment Bank June 2009 - August 2009
Jefferson Wells 2007 - 2008
Montage Services 2006 - 2007
Utilities Transport June 2003 - February 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Tax, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, M&A experience, M&A execution, M&A analysis, M&A Modeling, Corporate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Wake Forest University School of Law 2000 — 2003
JD
Wake Forest University 1996 — 2000
BA, Economics/History
Barclays Investment Bank February 2014 - Present
Barclays Investment Bank August 2010 - February 2014
Barclays Investment Bank June 2009 - August 2009
Jefferson Wells 2007 - 2008
Montage Services 2006 - 2007
Utilities Transport June 2003 - February 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Tax, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, M&A experience, M&A execution, M&A analysis, M&A Modeling, Corporate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Wake Forest University School of Law 2000 — 2003
JD
Wake Forest University 1996 — 2000
BA, Economics/History
Cynthia M. Bosotin, CIA Cynthia M. Bosotin, CIA's Jefferson Wells Experience July 2004 - February 2009
Job Senior Manager Enterprise Risk Solutions BKD CPAs & Advisors
Industry Management Consulting
Experience
BKD CPAs & Advisors July 2013 - Present
Enterprise Holdings Inc. May 2011 - June 2013
Resources Global Professionals July 2009 - May 2011
Bosotin Internal Audit Services February 2009 - July 2009
Jefferson Wells July 2004 - February 2009
RubinBrown LLP 2001 - 2004
Millers First Insurance Companies April 1991 - March 2001
Worldwide Insurance Group January 1988 - April 1991
Arthur Andersen & Co. August 1983 - December 1988
Skills
Sarbanes-Oxley, Internal Control Reviews, Quality Assessment..., Compliance Reviews, Internal Audit..., General Risk Analysis, Corporate Governance, Internal Controls, Sarbanes-Oxley Act, Reviews, Financial Audits, Internal Audit, Risk Assessment, Quality Assurance, COSO, Auditing, Financial Risk, Finance, Enterprise Risk..., SEC filings, Budgets, Financial Reporting, Risk Analysis, Outsourcing, External Audit, Accounting, Due Diligence, Financial Analysis, Managerial Finance, Cost Accounting, Cash Flow, GAAP, IT Audit, Quality Auditing, Financial Accounting, Strategic Financial..., Process Improvement, Forecasting, US GAAP, SOX 404, General Ledger, Financial Statements, CPA, IFRS, Hyperion Enterprise, Assurance, Tax, Business Process..., Consolidation, Revenue Recognition
Education
University of Missouri-Saint Louis 1979 — 1983
BSBA, Accounting
Affton Senior High School
BKD CPAs & Advisors July 2013 - Present
Enterprise Holdings Inc. May 2011 - June 2013
Resources Global Professionals July 2009 - May 2011
Bosotin Internal Audit Services February 2009 - July 2009
Jefferson Wells July 2004 - February 2009
RubinBrown LLP 2001 - 2004
Millers First Insurance Companies April 1991 - March 2001
Worldwide Insurance Group January 1988 - April 1991
Arthur Andersen & Co. August 1983 - December 1988
Skills
Sarbanes-Oxley, Internal Control Reviews, Quality Assessment..., Compliance Reviews, Internal Audit..., General Risk Analysis, Corporate Governance, Internal Controls, Sarbanes-Oxley Act, Reviews, Financial Audits, Internal Audit, Risk Assessment, Quality Assurance, COSO, Auditing, Financial Risk, Finance, Enterprise Risk..., SEC filings, Budgets, Financial Reporting, Risk Analysis, Outsourcing, External Audit, Accounting, Due Diligence, Financial Analysis, Managerial Finance, Cost Accounting, Cash Flow, GAAP, IT Audit, Quality Auditing, Financial Accounting, Strategic Financial..., Process Improvement, Forecasting, US GAAP, SOX 404, General Ledger, Financial Statements, CPA, IFRS, Hyperion Enterprise, Assurance, Tax, Business Process..., Consolidation, Revenue Recognition
Education
University of Missouri-Saint Louis 1979 — 1983
BSBA, Accounting
Affton Senior High School
Karen Muglia Karen Muglia's Jefferson Wells Experience June 2005 - March 2007
Job Manager, Management Consulting, ERS & FSS at Plante Moran
Industry Management Consulting
Experience
Plante Moran March 2014 - Present
Robert Half Management Resources June 2013 - February 2014
The Mergis Group January 2013 - June 2013
APEX Analytix August 2011 - December 2012
Bartech Group August 2010 - July 2011
Greektown Casino - Hotel May 2009 - February 2010
The Rehmann Group April 2007 - March 2009
Jefferson Wells June 2005 - March 2007
Deloitte & Touche 2004 - 2005
Jefferson Wells May 2000 - May 2004
Skills
Consulting, Management Consulting, Accounts Receivable, Risk Management, Project Management, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Leadership, Process Improvement, Accounting, Auditing, Management, Analysis, Risk Assessment, Finance, Internal Controls, Financial Accounting, Managerial Finance, Financial Analysis, Sarbanes-Oxley, Financial Audits, Financial Reporting, Business Process..., US GAAP, Forecasting, Financial Risk, GAAP, Enterprise Risk..., Due Diligence, External Audit, Business Process
Education
University of Michigan 1983 — 1987
BA, Economics and Business
Plante Moran March 2014 - Present
Robert Half Management Resources June 2013 - February 2014
The Mergis Group January 2013 - June 2013
APEX Analytix August 2011 - December 2012
Bartech Group August 2010 - July 2011
Greektown Casino - Hotel May 2009 - February 2010
The Rehmann Group April 2007 - March 2009
Jefferson Wells June 2005 - March 2007
Deloitte & Touche 2004 - 2005
Jefferson Wells May 2000 - May 2004
Skills
Consulting, Management Consulting, Accounts Receivable, Risk Management, Project Management, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Leadership, Process Improvement, Accounting, Auditing, Management, Analysis, Risk Assessment, Finance, Internal Controls, Financial Accounting, Managerial Finance, Financial Analysis, Sarbanes-Oxley, Financial Audits, Financial Reporting, Business Process..., US GAAP, Forecasting, Financial Risk, GAAP, Enterprise Risk..., Due Diligence, External Audit, Business Process
Education
University of Michigan 1983 — 1987
BA, Economics and Business
Monica Lummus Monica Lummus's Jefferson Wells Experience 2002 - 2003
Job Human Resources/Talent Management
Industry Human Resources
Experience
Cognizant March 2015 - Present
Accenture November 2014 - March 2015
Accenture December 2012 - October 2014
Accenture April 2011 - November 2012
Accenture June 2007 - April 2011
Accenture August 2004 - May 2007
Jefferson Wells 2002 - 2003
Accenture November 1999 - October 2002
Accenture October 1997 - October 1999
US Bank May 1996 - September 1997
Skills
Talent Management, Human Resources, Performance Management, Recruiting, Employee Relations, Temporary Placement, Training, Interviews, Management, Employee Engagement, New Hire Orientations, Leadership, Personnel Management, Career Development, Onboarding, Workforce Planning, Succession Planning, Coaching, Resource Management, Technical Recruiting, College Recruiting, Taleo, PMO, CDP, Talent Acquisition, Global Human Resources..., Relationship Building, Mergers & Acquisitions
Education
Webster University 1993 — 1994
MA, Human Resources Development
University of Missouri-Columbia 1987 — 1991
BS, Human Environmental Science
Cape Central High School
Cognizant March 2015 - Present
Accenture November 2014 - March 2015
Accenture December 2012 - October 2014
Accenture April 2011 - November 2012
Accenture June 2007 - April 2011
Accenture August 2004 - May 2007
Jefferson Wells 2002 - 2003
Accenture November 1999 - October 2002
Accenture October 1997 - October 1999
US Bank May 1996 - September 1997
Skills
Talent Management, Human Resources, Performance Management, Recruiting, Employee Relations, Temporary Placement, Training, Interviews, Management, Employee Engagement, New Hire Orientations, Leadership, Personnel Management, Career Development, Onboarding, Workforce Planning, Succession Planning, Coaching, Resource Management, Technical Recruiting, College Recruiting, Taleo, PMO, CDP, Talent Acquisition, Global Human Resources..., Relationship Building, Mergers & Acquisitions
Education
Webster University 1993 — 1994
MA, Human Resources Development
University of Missouri-Columbia 1987 — 1991
BS, Human Environmental Science
Cape Central High School
Elizabeth Julian's Jefferson Wells Experience June 2004 - October 2006
Job Talent Acquisition @ Ascension
Industry Human Resources
Experience
Ascension Health May 2013 - Present
EBS Recruiting June 2012 - May 2013
TDK Technologies June 2011 - May 2012
ISSG January 2011 - June 2011
Huntington Learning Center April 2008 - December 2010
Sara Lee October 2006 - April 2008
Jefferson Wells June 2004 - October 2006
Transentric, October 2000 - April 2004
Robert Half International 1994 - 2000
Technisource 1994 - 1995
Skills
Talent Acquisition, Performance Management, Conflict Resolution, Consulting, Technical Recruiting, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Sourcing, Recruiting, College Recruiting, Executive Search, Onboarding, Staffing Services, Information Technology, Staff Augmentation, Permanent Placement, Temporary Placement, Talent Management, Interviews, Screening Resumes, Hiring, Human Resources, Employee Relations, Vendor Management, Employee Engagement, Leadership, Leadership Development, Coaching, Team Building, Management, Resume Writing, Workforce Planning
Education
University of Iowa 1981 — 1985
Psychology
Ascension Health May 2013 - Present
EBS Recruiting June 2012 - May 2013
TDK Technologies June 2011 - May 2012
ISSG January 2011 - June 2011
Huntington Learning Center April 2008 - December 2010
Sara Lee October 2006 - April 2008
Jefferson Wells June 2004 - October 2006
Transentric, October 2000 - April 2004
Robert Half International 1994 - 2000
Technisource 1994 - 1995
Skills
Talent Acquisition, Performance Management, Conflict Resolution, Consulting, Technical Recruiting, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Sourcing, Recruiting, College Recruiting, Executive Search, Onboarding, Staffing Services, Information Technology, Staff Augmentation, Permanent Placement, Temporary Placement, Talent Management, Interviews, Screening Resumes, Hiring, Human Resources, Employee Relations, Vendor Management, Employee Engagement, Leadership, Leadership Development, Coaching, Team Building, Management, Resume Writing, Workforce Planning
Education
University of Iowa 1981 — 1985
Psychology
Solomon Watne Solomon Watne's Jefferson Wells Experience October 2008 - April 2009
Job Director of Business Intelligence & Analytics at Walmart
Industry Information Technology and Services
Experience
Walmart July 2013 - Present
Walmart December 2011 - June 2013
Wal-Mart, Bentonville AR May 2009 - February 2012
Jefferson Wells October 2008 - April 2009
Pentair February 2007 - September 2008
PricewaterhouseCoopers May 2005 - February 2007
Pella Corporation 2004 - 2005
John Deere 2003 - 2005
Skills
Internal Audit, SAP, ERP, Risk Management, SDLC, IT Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Business Process, Security, Disaster Recovery, Vendor Management, Leadership, Databases, ITIL, Financial Reporting, Analysis, Hyperion Enterprise, Information Technology, Process Improvement, Sarbanes-Oxley, Finance, Access, MS Project, Project Management, Change Management, Business Process..., PeopleSoft, Project Planning, Financial Audits, Oracle, CISSP, Management, Information Security
Education
University of Northern Iowa 2001 — 2005
MIS, Management Information Systems, 3.6 GPA
Walmart July 2013 - Present
Walmart December 2011 - June 2013
Wal-Mart, Bentonville AR May 2009 - February 2012
Jefferson Wells October 2008 - April 2009
Pentair February 2007 - September 2008
PricewaterhouseCoopers May 2005 - February 2007
Pella Corporation 2004 - 2005
John Deere 2003 - 2005
Skills
Internal Audit, SAP, ERP, Risk Management, SDLC, IT Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Business Process, Security, Disaster Recovery, Vendor Management, Leadership, Databases, ITIL, Financial Reporting, Analysis, Hyperion Enterprise, Information Technology, Process Improvement, Sarbanes-Oxley, Finance, Access, MS Project, Project Management, Change Management, Business Process..., PeopleSoft, Project Planning, Financial Audits, Oracle, CISSP, Management, Information Security
Education
University of Northern Iowa 2001 — 2005
MIS, Management Information Systems, 3.6 GPA
John McKennell John McKennell's Jefferson Wells Experience 2002 - 2004
Job Vice President, Chief Information Security Officer
Industry Information Technology and Services
Experience
ECMC Group July 2015 - Present
McKennell & Associates June 2013 - July 2015
Stream Global Services May 2012 - May 2013
SUPERVALU February 2009 - May 2012
Deloitte & Touche 2004 - August 2008
Jefferson Wells 2002 - 2004
KPMG 2001 - 2002
GE Capital Consulting 1996 - 2000
West Publishing 1988 - 1996
The Equitable 1986 - 1988
Skills
IT Audit, CISA, Enterprise Risk..., Business Continuity, Sarbanes-Oxley Act, SAS70, Governance, Process Improvement, Information Technology, Risk Assessment, Risk Management, COSO, Security, ITIL, Internal Audit, Data Security, Sarbanes-Oxley, Financial Risk, Information Security, Disaster Recovery, Compliance, Information Security..., Policy, COBIT, SOX, PCI DSS, HIPAA, Internal Controls, GLBA, Privacy Law, Leadership, Privacy, CISSP, Business Analysis, IT Operations, Management, IT Governance, Risk Mitigation, IT Risk, DLP, IT Strategy, Business Process, CISO
Education
University of Minnesota-Twin Cities 1984 — 1986
BA, Business, Economics, Finance
ECMC Group July 2015 - Present
McKennell & Associates June 2013 - July 2015
Stream Global Services May 2012 - May 2013
SUPERVALU February 2009 - May 2012
Deloitte & Touche 2004 - August 2008
Jefferson Wells 2002 - 2004
KPMG 2001 - 2002
GE Capital Consulting 1996 - 2000
West Publishing 1988 - 1996
The Equitable 1986 - 1988
Skills
IT Audit, CISA, Enterprise Risk..., Business Continuity, Sarbanes-Oxley Act, SAS70, Governance, Process Improvement, Information Technology, Risk Assessment, Risk Management, COSO, Security, ITIL, Internal Audit, Data Security, Sarbanes-Oxley, Financial Risk, Information Security, Disaster Recovery, Compliance, Information Security..., Policy, COBIT, SOX, PCI DSS, HIPAA, Internal Controls, GLBA, Privacy Law, Leadership, Privacy, CISSP, Business Analysis, IT Operations, Management, IT Governance, Risk Mitigation, IT Risk, DLP, IT Strategy, Business Process, CISO
Education
University of Minnesota-Twin Cities 1984 — 1986
BA, Business, Economics, Finance
Sherri Williams, CMI's Jefferson Wells Experience March 1999 - April 2002
Job Tax Manager at InterContinental Hotels Group
Industry Hospitality
Experience
InterContinental Hotels Group May 2006 - Present
Thomson Reuters September 2005 - May 2006
Thomson Reuters April 2002 - December 2005
Jefferson Wells March 1999 - April 2002
Dun and Bradstreet Software 1990 - 1998
Skills
Sales Tax, Tax Preparation, Tax Compliance, Tax Research, Tax Accounting, Sarbanes-Oxley Act, Tax Returns, Tax Dispute Resolution, General Ledger, Preparation, Fixed Assets, Managerial Finance, Tax Audits, Team Management
Education
University of North Georgia
Bachelor of Business Administration, Accounting
InterContinental Hotels Group May 2006 - Present
Thomson Reuters September 2005 - May 2006
Thomson Reuters April 2002 - December 2005
Jefferson Wells March 1999 - April 2002
Dun and Bradstreet Software 1990 - 1998
Skills
Sales Tax, Tax Preparation, Tax Compliance, Tax Research, Tax Accounting, Sarbanes-Oxley Act, Tax Returns, Tax Dispute Resolution, General Ledger, Preparation, Fixed Assets, Managerial Finance, Tax Audits, Team Management
Education
University of North Georgia
Bachelor of Business Administration, Accounting
Les Logar CFE, CIA, CISA Les Logar CFE, CIA, CISA's Jefferson Wells Experience 2002 - 2006
Job
Industry Accounting
Experience
AMD September 2015 - 2015
Soal Technologies, LLC. August 2015 - 2015
Aventine Hill Partners July 2015 - 2015
Austin Energy August 2013 - September 2014
Technisource / Randstad 2010 - 2014
International Paper / Temple Island 2011 - 2013
Farm Credit Bank of Texas 2010 - 2010
Resources Global Professionals March 2007 - December 2008
Jefferson Wells 2002 - 2006
Texas State Auditor's Office 1999 - 2002
Skills
Risk Assessment, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Accounting, Internal Controls, IT Audit, Auditing
Education
University of Northern Colorado 1973 — 1977
Wheaton High School 1966 — 1969
AMD September 2015 - 2015
Soal Technologies, LLC. August 2015 - 2015
Aventine Hill Partners July 2015 - 2015
Austin Energy August 2013 - September 2014
Technisource / Randstad 2010 - 2014
International Paper / Temple Island 2011 - 2013
Farm Credit Bank of Texas 2010 - 2010
Resources Global Professionals March 2007 - December 2008
Jefferson Wells 2002 - 2006
Texas State Auditor's Office 1999 - 2002
Skills
Risk Assessment, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Accounting, Internal Controls, IT Audit, Auditing
Education
University of Northern Colorado 1973 — 1977
Wheaton High School 1966 — 1969
Tracy Rathmanner Tracy Rathmanner's Jefferson Wells Experience May 2005 - June 2007
Job Business Owner at HR Advantage Consulting, LLC
Industry Import and Export
Experience
HR Advantage Consulting, LLC February 2015 - Present
The Scoular Company July 2012 - November 2014
Oberon LLC September 2011 - July 2012
Jefferson Wells May 2005 - June 2007
Boston Scientific February 2000 - August 2003
Express Scripts 1995 - 2000
Accenture 1992 - 1994
Skills
Talent Acquisition, Succession Planning, Employee Relations, Team Building, Deferred Compensation, Performance Management, Coaching, Strategic Planning, Recruiting, Personnel Management, Workforce Planning, Negotiation, Talent Management, Employee Engagement, Human Resources, Program Management, HRIS, Onboarding, New Hire Orientations, Sourcing, Organizational..., Employer Branding, College Recruiting, Employee Benefits, Organizational..., Applicant Tracking..., Leadership Development, Hiring
Education
Carlson School of Management 1988 — 1991
BSB
Arizona State Unviersity 1987 — 1988
HR Advantage Consulting, LLC February 2015 - Present
The Scoular Company July 2012 - November 2014
Oberon LLC September 2011 - July 2012
Jefferson Wells May 2005 - June 2007
Boston Scientific February 2000 - August 2003
Express Scripts 1995 - 2000
Accenture 1992 - 1994
Skills
Talent Acquisition, Succession Planning, Employee Relations, Team Building, Deferred Compensation, Performance Management, Coaching, Strategic Planning, Recruiting, Personnel Management, Workforce Planning, Negotiation, Talent Management, Employee Engagement, Human Resources, Program Management, HRIS, Onboarding, New Hire Orientations, Sourcing, Organizational..., Employer Branding, College Recruiting, Employee Benefits, Organizational..., Applicant Tracking..., Leadership Development, Hiring
Education
Carlson School of Management 1988 — 1991
BSB
Arizona State Unviersity 1987 — 1988
Roger Steltzlen Roger Steltzlen's Jefferson Wells Experience May 2003 - June 2006
Job Senior Director Corporate Compliance at Fossil Group, Inc.
Industry Management Consulting
Experience
Fossil Group, Inc. September 2013 - Present
Tatum, LLC June 2006 - September 2013
Jefferson Wells May 2003 - June 2006
Client Logic January 2003 - May 2003
KPMG, LLP August 2000 - January 2003
Lennox International May 1997 - August 2000
Lennox International May 1997 - May 1999
ASD Systems September 1995 - May 1997
Samedan Oil & Gas Company May 1993 - September 1995
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing, Financial Reporting, SDLC, Business Process..., Leadership, Management, Governance, SAP R/3, SEC filings, Accounting, IT Audit, SAP, Process Improvement, Forecasting, Risk Management, Training, Finance, Budgets, Financial Analysis
Education
University of North Texas 1990 — 1993
BS, Accounting
University of North Texas
Bachelor of Science, Accounting
Fossil Group, Inc. September 2013 - Present
Tatum, LLC June 2006 - September 2013
Jefferson Wells May 2003 - June 2006
Client Logic January 2003 - May 2003
KPMG, LLP August 2000 - January 2003
Lennox International May 1997 - August 2000
Lennox International May 1997 - May 1999
ASD Systems September 1995 - May 1997
Samedan Oil & Gas Company May 1993 - September 1995
Skills
Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Auditing, Financial Reporting, SDLC, Business Process..., Leadership, Management, Governance, SAP R/3, SEC filings, Accounting, IT Audit, SAP, Process Improvement, Forecasting, Risk Management, Training, Finance, Budgets, Financial Analysis
Education
University of North Texas 1990 — 1993
BS, Accounting
University of North Texas
Bachelor of Science, Accounting
Shallako Clark Goodrick's Jefferson Wells Experience 2008 - June 2010
Job Accounting Manager at Physical Rehabilitation Network (PRN)
Industry Accounting
Experience
Physical Rehabilitation Network (PRN) April 2015 - Present
SupplyPro February 2013 - April 2015
San Diego Hospice and The Institute for Palliative Medicine September 2010 - January 2013
JEFFERSON WELLS INTERNATIONAL (PROFESSIONAL CONSULTING FIRM) January 2008 - June 2010
Jefferson Wells 2008 - June 2010
Heidelberg Engineering 2010 - 2010
White Cap 2008 - 2009
THE TRIZETTO GROUP, INC 2005 - 2007
Parson Consulting 2004 - 2005
JEFFERSON WELLS INTERNATIONAL (PROFESSIONAL CONSULTING FIRM) 2000 - 2003
Skills
Accounting, Financial Reporting, Sarbanes-Oxley, General Ledger, Account Reconciliation, Accounts Payable, Financial Analysis, Auditing, Business Process..., Oracle, SAP, Microsoft Excel, Internal Controls, Financial Accounting, Payroll, Internal Audit, Analysis, Cash Management, Great Plains Software, Access, Sarbanes-Oxley Act, QuickBooks, Cash Flow, Budgets, External Audit, Business Process, Visio, Management, Human Resources
Education
University of Puget Sound 1988 — 1992
BA, Business Administration Emphasis Accounting, Minor Communications
Physical Rehabilitation Network (PRN) April 2015 - Present
SupplyPro February 2013 - April 2015
San Diego Hospice and The Institute for Palliative Medicine September 2010 - January 2013
JEFFERSON WELLS INTERNATIONAL (PROFESSIONAL CONSULTING FIRM) January 2008 - June 2010
Jefferson Wells 2008 - June 2010
Heidelberg Engineering 2010 - 2010
White Cap 2008 - 2009
THE TRIZETTO GROUP, INC 2005 - 2007
Parson Consulting 2004 - 2005
JEFFERSON WELLS INTERNATIONAL (PROFESSIONAL CONSULTING FIRM) 2000 - 2003
Skills
Accounting, Financial Reporting, Sarbanes-Oxley, General Ledger, Account Reconciliation, Accounts Payable, Financial Analysis, Auditing, Business Process..., Oracle, SAP, Microsoft Excel, Internal Controls, Financial Accounting, Payroll, Internal Audit, Analysis, Cash Management, Great Plains Software, Access, Sarbanes-Oxley Act, QuickBooks, Cash Flow, Budgets, External Audit, Business Process, Visio, Management, Human Resources
Education
University of Puget Sound 1988 — 1992
BA, Business Administration Emphasis Accounting, Minor Communications
Mike Berard's Jefferson Wells Experience September 2006 - November 2008
Job Director, Healthcare Advisory Services Experis
Industry Management Consulting
Experience
Experis Healthcare November 2013 - Present
Blue Cross Blue Shield of Michigan August 2012 - November 2013
Blue Cross and Blue Shield of Tennessee April 2011 - July 2011
Blue Cross Blue Shield of Kansas City March 2010 - November 2010
VMA Consulting November 2008 - March 2010
Jefferson Wells September 2006 - November 2008
Vulnerability Management Associates July 2003 - September 2006
Ernst & Young September 1997 - July 2003
SaskTel May 1989 - September 1997
Skills
Vendor Management
Education
University of Regina 1984 — 1989
B. Admin, Finance
Experis Healthcare November 2013 - Present
Blue Cross Blue Shield of Michigan August 2012 - November 2013
Blue Cross and Blue Shield of Tennessee April 2011 - July 2011
Blue Cross Blue Shield of Kansas City March 2010 - November 2010
VMA Consulting November 2008 - March 2010
Jefferson Wells September 2006 - November 2008
Vulnerability Management Associates July 2003 - September 2006
Ernst & Young September 1997 - July 2003
SaskTel May 1989 - September 1997
Skills
Vendor Management
Education
University of Regina 1984 — 1989
B. Admin, Finance
Mike Cabaniss Mike Cabaniss's Jefferson Wells Experience 2002 - 2004
Job Founder of ArtByte (formerly AppleByte) the digital currency supporting artists. Bitcoin and cryptocurrency investor.
Industry Computer Software
Experience
ArtByte Foundation, Inc May 2014 - Present
Fuse-Point Consulting, LLC February 2005 - Present
Jefferson Wells 2002 - 2004
Split Rock 2000 - 2002
Skills
Entrepreneurship, Investments, Bitcoin, CryptoCurrency, Digital Currency, Information Security, Software Development, Regulatory Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Due Diligence, Risk Management, IT Audit, Management Consulting, Risk Assessment, Internal Audit, Strategy, Consulting, Mergers & Acquisitions, Management
Education
University of Mississippi 1971 — 1975
BBA, Banking & Finance
ArtByte Foundation, Inc May 2014 - Present
Fuse-Point Consulting, LLC February 2005 - Present
Jefferson Wells 2002 - 2004
Split Rock 2000 - 2002
Skills
Entrepreneurship, Investments, Bitcoin, CryptoCurrency, Digital Currency, Information Security, Software Development, Regulatory Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Due Diligence, Risk Management, IT Audit, Management Consulting, Risk Assessment, Internal Audit, Strategy, Consulting, Mergers & Acquisitions, Management
Education
University of Mississippi 1971 — 1975
BBA, Banking & Finance
Daniel P. Reilly CPA, CGMA Daniel P. Reilly CPA, CGMA's Jefferson Wells Experience October 2009 - April 2011
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
FreemanWhite August 2011 - June 2015
Wells Fargo Bank October 2009 - August 2011
Jefferson Wells October 2009 - April 2011
Carolinas Healthcare System November 2007 - March 2009
Various Consulting Engagements February 2007 - November 2007
Wachovia November 2005 - December 2006
American Asset Corporation December 2004 - November 2005
Trammell Crow Company, Inc October 1998 - May 2004
Sea-Land Service, Inc June 1995 - October 1998
Skills
Financial Analysis, Cash Management, Account Reconciliation, Auditing, Accounting, Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Budgets, Accounts Payable, Variance Analysis, Analysis, GAAP, Mergers, Payroll, Financial Statements, Consolidation, Hyperion Enterprise, Management, PeopleSoft, Banking, CPA, Journal Entries, P, Capital Budgeting, Financial Services, Human Resources, Invoicing, Financial Reporting, Financial Forecasting, Bank Reconciliation, General Ledger, Financial Accounting, Real Estate, US GAAP, Managerial Finance, Time Management, Process Improvement, Accounts Receivable, Strategic Financial..., Due Diligence, Financial Modeling, Project Planning, Cash Flow, Corporate Finance, Sarbanes-Oxley
Education
The University of North Carolina at 1989 — 1994
CPA Certification; B.S, Accounting
University of North Carolina at Charlotte 1989 — 1994
BS, Accounting
CliftonLarsonAllen July 2015 - Present
FreemanWhite August 2011 - June 2015
Wells Fargo Bank October 2009 - August 2011
Jefferson Wells October 2009 - April 2011
Carolinas Healthcare System November 2007 - March 2009
Various Consulting Engagements February 2007 - November 2007
Wachovia November 2005 - December 2006
American Asset Corporation December 2004 - November 2005
Trammell Crow Company, Inc October 1998 - May 2004
Sea-Land Service, Inc June 1995 - October 1998
Skills
Financial Analysis, Cash Management, Account Reconciliation, Auditing, Accounting, Finance, Forecasting, Internal Controls, Sarbanes-Oxley Act, Budgets, Accounts Payable, Variance Analysis, Analysis, GAAP, Mergers, Payroll, Financial Statements, Consolidation, Hyperion Enterprise, Management, PeopleSoft, Banking, CPA, Journal Entries, P, Capital Budgeting, Financial Services, Human Resources, Invoicing, Financial Reporting, Financial Forecasting, Bank Reconciliation, General Ledger, Financial Accounting, Real Estate, US GAAP, Managerial Finance, Time Management, Process Improvement, Accounts Receivable, Strategic Financial..., Due Diligence, Financial Modeling, Project Planning, Cash Flow, Corporate Finance, Sarbanes-Oxley
Education
The University of North Carolina at 1989 — 1994
CPA Certification; B.S, Accounting
University of North Carolina at Charlotte 1989 — 1994
BS, Accounting
Chris Rischan's Jefferson Wells Experience December 2006 - February 2007
Job Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
Thomson Reuters - Tax & Accounting October 2007 - January 2013
Deloitte & Touche March 2007 - October 2007
Jefferson Wells December 2006 - February 2007
Burr Wolff January 2006 - November 2006
Skills
Data Analysis, Statistical Data..., Account Reconciliation, Client Service Oriented, Goal Oriented, Creative Solutions, Microsoft Excel, Vlookup, Pivot Tables, Access, Data Integration, Big 4, Financial Analysis, Accounting, Tax, Valuation, Finance, Internal Controls, Sales Tax, Corporate Tax, Property Tax, Tax Accounting, Analysis, Auditing, Financial Reporting, Management, Client Services, Financial Statements
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), Psychology
BDO USA, LLP January 2013 - Present
Thomson Reuters - Tax & Accounting October 2007 - January 2013
Deloitte & Touche March 2007 - October 2007
Jefferson Wells December 2006 - February 2007
Burr Wolff January 2006 - November 2006
Skills
Data Analysis, Statistical Data..., Account Reconciliation, Client Service Oriented, Goal Oriented, Creative Solutions, Microsoft Excel, Vlookup, Pivot Tables, Access, Data Integration, Big 4, Financial Analysis, Accounting, Tax, Valuation, Finance, Internal Controls, Sales Tax, Corporate Tax, Property Tax, Tax Accounting, Analysis, Auditing, Financial Reporting, Management, Client Services, Financial Statements
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Rich Stehn's Jefferson Wells Experience 2004 - 2006
Job Information Security Advisor / Operations Manager at SpiraLinks
Industry Information Technology and Services
Experience
SpiraLinks November 2009 - Present
PillowsAndPancakes.Com May 2009 - November 2009
Independent Consultant March 2006 - December 2008
Jefferson Wells 2004 - 2006
Silicon Link / Earthquake Advisor 2003 - 2004
Sun Microsystems 2001 - 2001
Computer Sciences Corporation 1995 - 2001
R & H Associates 1994 - 1995
Sun Microsystems 1987 - 1994
Skills
Oracle, Management, System Deployment, Start-ups, Information Security, SDLC, ERP, Security, Infrastructure, Outsourcing, Information Technology, Vendor Management, Team Leadership, Risk Management, Business Process..., IT Audit, Unix, Networking, Databases, Integration, Business Process, Cross-functional Team..., Service Delivery, Analysis, Project Management, Change Management, Leadership
Education
University of Iowa
B.S.
SpiraLinks November 2009 - Present
PillowsAndPancakes.Com May 2009 - November 2009
Independent Consultant March 2006 - December 2008
Jefferson Wells 2004 - 2006
Silicon Link / Earthquake Advisor 2003 - 2004
Sun Microsystems 2001 - 2001
Computer Sciences Corporation 1995 - 2001
R & H Associates 1994 - 1995
Sun Microsystems 1987 - 1994
Skills
Oracle, Management, System Deployment, Start-ups, Information Security, SDLC, ERP, Security, Infrastructure, Outsourcing, Information Technology, Vendor Management, Team Leadership, Risk Management, Business Process..., IT Audit, Unix, Networking, Databases, Integration, Business Process, Cross-functional Team..., Service Delivery, Analysis, Project Management, Change Management, Leadership
Education
University of Iowa
B.S.
Mike Traeger's Jefferson Wells Experience January 2005 - April 2006
Job Director at Riveron Consulting
Industry Management Consulting
Experience
Riveron Consulting November 2014 - Present
Resources Global Professionals February 2013 - November 2014
Resources Global Professionals August 2010 - February 2013
The Hudson Highland Group April 2006 - July 2010
Jefferson Wells January 2005 - April 2006
Grainger June 2002 - December 2005
Parson Group January 2000 - June 2002
Transamerica Distribution Finance September 1988 - December 1999
Skills
Consultative Selling, Staff Augmentation, Account Management, New Business Development, Team Building, Business Strategy, Management Consulting, Business Development, Selling, Operations Management, Budgets, Leadership, Management, Supply Chain Management, Finance, Sales Management, Forecasting, Mergers & Acquisitions, Risk Management, Change Management, Process Improvement, Managerial Finance, Business Planning
Education
University of Minnesota Duluth 1984 — 1988
BBA, Finance
Hibbing
Riveron Consulting November 2014 - Present
Resources Global Professionals February 2013 - November 2014
Resources Global Professionals August 2010 - February 2013
The Hudson Highland Group April 2006 - July 2010
Jefferson Wells January 2005 - April 2006
Grainger June 2002 - December 2005
Parson Group January 2000 - June 2002
Transamerica Distribution Finance September 1988 - December 1999
Skills
Consultative Selling, Staff Augmentation, Account Management, New Business Development, Team Building, Business Strategy, Management Consulting, Business Development, Selling, Operations Management, Budgets, Leadership, Management, Supply Chain Management, Finance, Sales Management, Forecasting, Mergers & Acquisitions, Risk Management, Change Management, Process Improvement, Managerial Finance, Business Planning
Education
University of Minnesota Duluth 1984 — 1988
BBA, Finance
Hibbing
Angela (Angela Angulo) Sligh's Jefferson Wells Experience September 2008 - October 2008
Job Technology and Management Professional
Industry Information Technology and Services
Experience
Courrant Street Consulting August 2011 - Present
Techtopia of Nevada January 2008 - December 2010
Jefferson Wells September 2008 - October 2008
Roseman University of Health Sciences January 2001 - July 2008
Western University of Health Sciences 1996 - 1999
Skills
Project Management, Program Management, Strategy, Management, Strategic Planning, Information Technology, Consulting, Training, Budgets, Account Management
Education
University of Phoenix 2003 — 2005
MBA
University of Phoenix 1999 — 2002
BSIS
Courrant Street Consulting August 2011 - Present
Techtopia of Nevada January 2008 - December 2010
Jefferson Wells September 2008 - October 2008
Roseman University of Health Sciences January 2001 - July 2008
Western University of Health Sciences 1996 - 1999
Skills
Project Management, Program Management, Strategy, Management, Strategic Planning, Information Technology, Consulting, Training, Budgets, Account Management
Education
University of Phoenix 2003 — 2005
MBA
University of Phoenix 1999 — 2002
BSIS
Bob Samat's Jefferson Wells Experience 2004 - 2006
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
cSHARP 2008 - Present
cSHARP 2007 - Present
Ricoh Americas Corporation 2007 - 2008
Jefferson Wells 2004 - 2006
Education
University of Illinois Springfield 1985 — 1987
Schurz HS
cSHARP 2008 - Present
cSHARP 2007 - Present
Ricoh Americas Corporation 2007 - 2008
Jefferson Wells 2004 - 2006
Education
University of Illinois Springfield 1985 — 1987
Schurz HS
Paul Youngstrom's Jefferson Wells Experience June 2007 - December 2009
Job Senior Internal Auditor at Toyota Boshoku America
Industry Accounting
Experience
Toyota Boshoku America June 2009 - Present
Jefferson Wells June 2007 - December 2009
ACS Customer Care February 2005 - May 2007
Beta LaserMike/Spectris plc July 2001 - January 2005
GE Capital Information Technology Solutions July 1999 - March 2001
GE Consumer Finance December 1996 - July 1999
SafeCard Services June 1993 - November 1996
Union Pacific Corporation June 1989 - May 1993
Education
University of Nebraska at Omaha 1986 — 1989
BSBA, Business specialty Accounting
Toyota Boshoku America June 2009 - Present
Jefferson Wells June 2007 - December 2009
ACS Customer Care February 2005 - May 2007
Beta LaserMike/Spectris plc July 2001 - January 2005
GE Capital Information Technology Solutions July 1999 - March 2001
GE Consumer Finance December 1996 - July 1999
SafeCard Services June 1993 - November 1996
Union Pacific Corporation June 1989 - May 1993
Education
University of Nebraska at Omaha 1986 — 1989
BSBA, Business specialty Accounting
Debbie Vega's Jefferson Wells Experience Owner/Human Resources ConsultantPivotal Consulting GroupJune 2003 - December 2005
Job Director, Human Resources at Jefferson Wells
Industry Management Consulting
Experience
Jefferson Wells Owner/Human Resources ConsultantPivotal Consulting GroupJune 2003 - December 2005
Education
Webster University 1981 — 1983
MA, Human Relations and Management, Human Resources
University of Missouri-Saint Louis 1968 — 1973
Jefferson Wells Owner/Human Resources ConsultantPivotal Consulting GroupJune 2003 - December 2005
Education
Webster University 1981 — 1983
MA, Human Relations and Management, Human Resources
University of Missouri-Saint Louis 1968 — 1973
Kim Corey's Jefferson Wells Experience November 1997 - August 1999
Job Controller at Detrex Corporation
Industry Accounting
Experience
Detrex Corporation July 2011 - Present
Detrex Corporation August 1999 - July 2011
Jefferson Wells November 1997 - August 1999
G & L Industries 1994 - 1997
Skills
Internal Audit, Cash Flow, Accounting, Financial Analysis, Variance Analysis, Cost Accounting, Controllership Functions, Forecasting, General Ledger, US GAAP, Financial Reporting, Financial Accounting
Education
Western International University 2011 — 2014
Masters, Finance, 4.0
University of Michigan 1990 — 1993
Bachelor of Science, Accounting
Detrex Corporation July 2011 - Present
Detrex Corporation August 1999 - July 2011
Jefferson Wells November 1997 - August 1999
G & L Industries 1994 - 1997
Skills
Internal Audit, Cash Flow, Accounting, Financial Analysis, Variance Analysis, Cost Accounting, Controllership Functions, Forecasting, General Ledger, US GAAP, Financial Reporting, Financial Accounting
Education
Western International University 2011 — 2014
Masters, Finance, 4.0
University of Michigan 1990 — 1993
Bachelor of Science, Accounting
Lou Davis, CPA, CFSA, CGMA's Jefferson Wells Experience January 2005 - June 2006
Job Senior Manager Audit at Hyde & Company CPAs PC
Industry Financial Services
Experience
Hyde & Company CPAs PC June 2010 - Present
Davis Financial Services March 2007 - Present
MMC Group 2008 - 2008
National energy Group, Inc. July 2006 - March 2007
Jefferson Wells January 2005 - June 2006
Accretive Solutions May 2003 - December 2004
Deloitte & Touche 1986 - 1989
Sunbelt Federal Savings & Loan 1986 - 1987
KPMG 1973 - 1978
Skills
Financial Reporting, Accounting, Internal Audit, Auditing, CPA, Financial Analysis, Enterprise Risk..., SEC filings, Financial Accounting, Acquisition Integration, Mergers, Risk Management, Due Diligence, Financial Risk, Finance, Mergers & Acquisitions, Banking, External Audit, Financial Audits, Internal Controls, Risk Assessment, SEC Filings
Education
University of Oklahoma 1969 — 1973
BBA, Accounting & Finance
Del City HS 1966 — 1969
Hyde & Company CPAs PC June 2010 - Present
Davis Financial Services March 2007 - Present
MMC Group 2008 - 2008
National energy Group, Inc. July 2006 - March 2007
Jefferson Wells January 2005 - June 2006
Accretive Solutions May 2003 - December 2004
Deloitte & Touche 1986 - 1989
Sunbelt Federal Savings & Loan 1986 - 1987
KPMG 1973 - 1978
Skills
Financial Reporting, Accounting, Internal Audit, Auditing, CPA, Financial Analysis, Enterprise Risk..., SEC filings, Financial Accounting, Acquisition Integration, Mergers, Risk Management, Due Diligence, Financial Risk, Finance, Mergers & Acquisitions, Banking, External Audit, Financial Audits, Internal Controls, Risk Assessment, SEC Filings
Education
University of Oklahoma 1969 — 1973
BBA, Accounting & Finance
Del City HS 1966 — 1969
Laura Oberg's Jefferson Wells Experience 2003 - 2007
Job Executive Assistant to CEO at NorthMarq Capital Inc
Industry Financial Services
Experience
NorthMarq Capital Inc November 2007 - Present
EBF & Associates January 2007 - October 2007
Jefferson Wells 2003 - 2007
Skills
Due Diligence, Financial Analysis, Analysis, Investments, Financial Modeling, Real Estate
Education
University of Minnesota-Twin Cities 1996 — 2005
Bachelor of Science, Retail Merchandising
University of Minnesota - Carlson School of Management
NorthMarq Capital Inc November 2007 - Present
EBF & Associates January 2007 - October 2007
Jefferson Wells 2003 - 2007
Skills
Due Diligence, Financial Analysis, Analysis, Investments, Financial Modeling, Real Estate
Education
University of Minnesota-Twin Cities 1996 — 2005
Bachelor of Science, Retail Merchandising
University of Minnesota - Carlson School of Management
Lisa Kershner's Jefferson Wells Experience July 2006 - July 2007
Job Director Internal Audit & SOX Compliance at Krispy Kreme
Industry Accounting
Experience
Krispy Kreme November 2011 - Present
Krispy Kreme November 2008 - October 2011
Krispy Kreme August 2007 - November 2008
Jefferson Wells July 2006 - July 2007
Sealy Corporation February 2004 - June 2006
Piedmont Natural Gas August 2002 - February 2004
Collins & Aikman December 1999 - July 2002
Food Lion June 1994 - December 1999
International Paper November 1992 - June 1994
Rose's Department Stores October 1987 - November 1992
Skills
SOX Compilance, Internal Controls, Internal Audit, PCI DSS, SOX 404, Auditing, Enterprise Risk..., Accounting, Sarbanes-Oxley, Financial Reporting, Process Improvement, CISA, Financial Analysis, COSO, IT Audit, Risk Assessment, General Ledger, Account Reconciliation, Fixed Assets, Sarbanes-Oxley Act, CPA, Business Process, Accruals, Software Documentation, Analysis, Hyperion Enterprise, Financial Audits, Accounts Payable, Financial Accounting, Cost Accounting, External Audit, Variance Analysis, Consolidation, Managerial Finance, Security, Management, GAAP, US GAAP, SEC filings, Business Process..., SAS70, Segregation of Duties, SOX Compliancy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BS, Business Admininstration- Concentration in Accounting
Grimsley High School 1980 — 1983
Krispy Kreme November 2011 - Present
Krispy Kreme November 2008 - October 2011
Krispy Kreme August 2007 - November 2008
Jefferson Wells July 2006 - July 2007
Sealy Corporation February 2004 - June 2006
Piedmont Natural Gas August 2002 - February 2004
Collins & Aikman December 1999 - July 2002
Food Lion June 1994 - December 1999
International Paper November 1992 - June 1994
Rose's Department Stores October 1987 - November 1992
Skills
SOX Compilance, Internal Controls, Internal Audit, PCI DSS, SOX 404, Auditing, Enterprise Risk..., Accounting, Sarbanes-Oxley, Financial Reporting, Process Improvement, CISA, Financial Analysis, COSO, IT Audit, Risk Assessment, General Ledger, Account Reconciliation, Fixed Assets, Sarbanes-Oxley Act, CPA, Business Process, Accruals, Software Documentation, Analysis, Hyperion Enterprise, Financial Audits, Accounts Payable, Financial Accounting, Cost Accounting, External Audit, Variance Analysis, Consolidation, Managerial Finance, Security, Management, GAAP, US GAAP, SEC filings, Business Process..., SAS70, Segregation of Duties, SOX Compliancy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BS, Business Admininstration- Concentration in Accounting
Grimsley High School 1980 — 1983
Dave Portman, CFE, CISA, CIA's Jefferson Wells Experience August 1998 - January 2004
Job Assistant Vice President, Audit Services at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services February 2008 - December 2013
ISACA 2005 - 2009
Robert Half Management Resources August 2007 - February 2008
Comair 2007 - 2008
Clark Schaefer Consulting LLC January 2004 - August 2007
Jefferson Wells August 1998 - January 2004
Fifth Third Bank 1998 - 2003
Hamilton County Communications Center 1992 - 1996
General Electric February 1977 - February 1992
Skills
CISA, Internal Audit, Auditing, IT Audit, Leadership, Management, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Quality Auditing, Enterprise Risk..., Risk Management, Information Technology
Education
Ohio Department of Public Safety 1983 — 1984
Paramedic, Emergency Victim Care
General Electric 1978 — 1980
FMP, Financial Management Program
University of Notre Dame 1972 — 1976
BBA, Management
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services February 2008 - December 2013
ISACA 2005 - 2009
Robert Half Management Resources August 2007 - February 2008
Comair 2007 - 2008
Clark Schaefer Consulting LLC January 2004 - August 2007
Jefferson Wells August 1998 - January 2004
Fifth Third Bank 1998 - 2003
Hamilton County Communications Center 1992 - 1996
General Electric February 1977 - February 1992
Skills
CISA, Internal Audit, Auditing, IT Audit, Leadership, Management, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Quality Auditing, Enterprise Risk..., Risk Management, Information Technology
Education
Ohio Department of Public Safety 1983 — 1984
Paramedic, Emergency Victim Care
General Electric 1978 — 1980
FMP, Financial Management Program
University of Notre Dame 1972 — 1976
BBA, Management
Michelle Goodwin, CPA, MBT's Jefferson Wells Experience April 2007 - March 2008
Job Tax Manager
Industry Accounting
Experience
Green Tree Servicing August 2008 - Present
Jefferson Wells April 2007 - March 2008
GMAC ResCap 2001 - 2007
GMAC-RFC 2001 - 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBT, Tax
University of Iowa 1996 — 2000
BBA, Accounting
Green Tree Servicing August 2008 - Present
Jefferson Wells April 2007 - March 2008
GMAC ResCap 2001 - 2007
GMAC-RFC 2001 - 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBT, Tax
University of Iowa 1996 — 2000
BBA, Accounting
Melissa Hoffman, CPA's Jefferson Wells Experience 2007 - 2008
Job Independent Tax Consultant
Industry Accounting
Experience
Self-Employed 2008 - Present
Jefferson Wells 2007 - 2008
Hudson Financial Solutions 2006 - 2007
GMAC ResCap 1998 - 2006
Grant Thornton LLP 1995 - 1998
Skills
Tax Accounting, Tax, Corporate Tax, Accounting, Income Tax, General Ledger, Sarbanes-Oxley Act, Tax Research, CPA, SEC filings, Consulting, Auditing, Financial Analysis, Financial Reporting, Tax Preparation, Internal Controls, Finance, GAAP, Management, Financial Accounting, US GAAP, SEC Filings
Education
University of Minnesota - Carlson School of Management 1997 — 2005
Master's Degree, Business Taxation
University of St. Thomas - Opus College of Business 1991 — 1995
Bachelor of Arts, Accounting
Self-Employed 2008 - Present
Jefferson Wells 2007 - 2008
Hudson Financial Solutions 2006 - 2007
GMAC ResCap 1998 - 2006
Grant Thornton LLP 1995 - 1998
Skills
Tax Accounting, Tax, Corporate Tax, Accounting, Income Tax, General Ledger, Sarbanes-Oxley Act, Tax Research, CPA, SEC filings, Consulting, Auditing, Financial Analysis, Financial Reporting, Tax Preparation, Internal Controls, Finance, GAAP, Management, Financial Accounting, US GAAP, SEC Filings
Education
University of Minnesota - Carlson School of Management 1997 — 2005
Master's Degree, Business Taxation
University of St. Thomas - Opus College of Business 1991 — 1995
Bachelor of Arts, Accounting
Mark Stifter's Jefferson Wells Experience June 2003 - June 2009
Job Director at Herndonwood Associates
Industry Information Technology and Services
Experience
Herndonwood Associates July 2009 - Present
Jefferson Wells June 2003 - June 2009
KPMG January 2000 - June 2003
University of Michigan-Dearborn June 1996 - December 2000
Skills
Program Management, Security, Sarbanes-Oxley Act, Project Management, IT Audit, Management, Risk Assessment, Auditing, Consulting, Computer Security, Budgets, Enterprise Risk..., Human Resources, Governance, Business Process..., Internal Audit, CISA, Information Security, Disaster Recovery, Risk Management, Internal Controls, COBIT, Management Consulting, Process Improvement, Information Security..., Information Technology, PCI DSS
Education
University of Michigan-Dearborn 1991 — 1995
BA, Political Science and Philisophy
Harrison High School
Herndonwood Associates July 2009 - Present
Jefferson Wells June 2003 - June 2009
KPMG January 2000 - June 2003
University of Michigan-Dearborn June 1996 - December 2000
Skills
Program Management, Security, Sarbanes-Oxley Act, Project Management, IT Audit, Management, Risk Assessment, Auditing, Consulting, Computer Security, Budgets, Enterprise Risk..., Human Resources, Governance, Business Process..., Internal Audit, CISA, Information Security, Disaster Recovery, Risk Management, Internal Controls, COBIT, Management Consulting, Process Improvement, Information Security..., Information Technology, PCI DSS
Education
University of Michigan-Dearborn 1991 — 1995
BA, Political Science and Philisophy
Harrison High School
Elias Parra's Jefferson Wells Experience July 1999 - Present
Job Engagement Manager at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells July 1999 - Present
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Information Technology, Enterprise Risk..., GAAP, IT Audit, SAS70, CISA, Business Process..., COSO, Sarbanes-Oxley, Auditing
Education
University of Illinois at Chicago 1980 — 1984
BS, Accounting
Jefferson Wells July 1999 - Present
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Information Technology, Enterprise Risk..., GAAP, IT Audit, SAS70, CISA, Business Process..., COSO, Sarbanes-Oxley, Auditing
Education
University of Illinois at Chicago 1980 — 1984
BS, Accounting
Flora Haifen Tao's Jefferson Wells Experience 2005 - June 2011
Job Compliance Manager at YMCA Retirement Fund
Industry Financial Services
Experience
YMCA Retirement Fund July 2011 - Present
Jefferson Wells 2005 - June 2011
MONY Capital Management 2001 - 2004
TIAA-CREF 1991 - 2001
PwC 1990 - 1991
Skills
Accounting, Asset Management, Auditing, Due Diligence, Finance, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, Mutual Funds, Private Equity, Strategic Financial..., Investments, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and International Business
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Accounting and Finance
YMCA Retirement Fund July 2011 - Present
Jefferson Wells 2005 - June 2011
MONY Capital Management 2001 - 2004
TIAA-CREF 1991 - 2001
PwC 1990 - 1991
Skills
Accounting, Asset Management, Auditing, Due Diligence, Finance, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, Mutual Funds, Private Equity, Strategic Financial..., Investments, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and International Business
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Accounting and Finance
Anthony Cristofano's Jefferson Wells Experience July 1998 - June 2006
Job IT Auditor at American Chartered Bank
Industry Banking
Experience
American Chartered Bank December 2006 - Present
3530 N Claremont May 1992 - 2012
Jefferson Wells July 1998 - June 2006
PricewaterhouseCoopers 1993 - 1995
Skills
IT Audit, Banking, Internet Banking, Financial Analysis, Risk Management, Commercial Lending, Credit Analysis, Credit
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Bachelor of Science (BS), Accounting
American Chartered Bank December 2006 - Present
3530 N Claremont May 1992 - 2012
Jefferson Wells July 1998 - June 2006
PricewaterhouseCoopers 1993 - 1995
Skills
IT Audit, Banking, Internet Banking, Financial Analysis, Risk Management, Commercial Lending, Credit Analysis, Credit
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Accounting
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Bachelor of Science (BS), Accounting
David Mechanic's Jefferson Wells Experience February 2004 - May 2008
Job Director of Internal Audit
Industry Management Consulting
Experience
Beacon Roofing Supply August 2008 - December 2013
Beacon Roofing Supply May 2008 - August 2008
Jefferson Wells February 2004 - May 2008
Skills
Internal Audit, Leadership, Auditing, Enterprise Risk..., Consulting, Fraud, CISA, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Controls, SEC filings, Information Technology, Process Improvement, Risk Assessment, Finance, External Audit, US GAAP, COSO, Revenue Recognition, GAAP, COBIT, Accounting, Risk Management, Financial Reporting, Financial Audits, Financial Analysis, Financial Accounting, Forecasting, Financial Policies, IT Security Policies, Team Management
Education
Certified Information Technology Professional (CITP) - 2007 2007 — 2007
Certified Information Systems Auditor (CISA) - 1993 1993 — 1993
Certified Public Accountant (CPA) - 1994 1993 — 1993
Certifications earned, CPA
University of South Africa/Universiteit van Suid-Afrika
Honors Bachelor of Science, Accounting, Auditing and Business Management
University of South Africa/Universiteit van Suid-Afrik
Bachelor of Accounting Science, Accounting, Auditing and Business Administration
Beacon Roofing Supply August 2008 - December 2013
Beacon Roofing Supply May 2008 - August 2008
Jefferson Wells February 2004 - May 2008
Skills
Internal Audit, Leadership, Auditing, Enterprise Risk..., Consulting, Fraud, CISA, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Internal Controls, SEC filings, Information Technology, Process Improvement, Risk Assessment, Finance, External Audit, US GAAP, COSO, Revenue Recognition, GAAP, COBIT, Accounting, Risk Management, Financial Reporting, Financial Audits, Financial Analysis, Financial Accounting, Forecasting, Financial Policies, IT Security Policies, Team Management
Education
Certified Information Technology Professional (CITP) - 2007 2007 — 2007
Certified Information Systems Auditor (CISA) - 1993 1993 — 1993
Certified Public Accountant (CPA) - 1994 1993 — 1993
Certifications earned, CPA
University of South Africa/Universiteit van Suid-Afrika
Honors Bachelor of Science, Accounting, Auditing and Business Management
University of South Africa/Universiteit van Suid-Afrik
Bachelor of Accounting Science, Accounting, Auditing and Business Administration
Dale Timmons's Jefferson Wells Experience January 2003 - May 2004
Job National Leader Management and Technology Advisory Services at BDO USA, LLP
Industry Information Technology and Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2006 - November 2014
GCRM Solutions May 2004 - November 2006
Jefferson Wells January 2003 - May 2004
MyITgroup April 2002 - November 2002
Waste Management April 2001 - March 2002
The Friedkin Companies June 1997 - March 2001
Price Waterhouse Management Consultants March 1995 - June 1997
DPI/TFS Inc. - an IBM Company (former NYNEXDPI) June 1993 - March 1995
BFI February 1985 - June 1993
Skills
Compliance, Risk Management, SAP, Compliance Management, Governance, Change Management, Internal Audit, Management, Management Consulting, Sarbanes-Oxley Act, Business Process, Enterprise Risk..., Internal Controls, Consulting, Business Analysis, Business Process..., Financial Reporting, IT Audit, Managerial Finance, Executive Management, Performance Management, Analysis, Budgets, Accounting, Process Improvement, CISA, Program Management, Auditing, Strategic Planning, Financial Analysis, Risk Assessment, IT Strategy, Strategy, Financial Risk, IT Management, Finance, Due Diligence, Business Planning, Mergers & Acquisitions, Tax, Financial Accounting, Vendor Management, Financial Audits, Leadership, GAAP
Education
University of St. Thomas (TX) 1985 — 1989
MBA, Management and Marketing
University of Nebraska at Kearney 1975 — 1980
Bachelors, Business Management
BDO USA, LLP December 2014 - Present
UHY Advisors November 2006 - November 2014
GCRM Solutions May 2004 - November 2006
Jefferson Wells January 2003 - May 2004
MyITgroup April 2002 - November 2002
Waste Management April 2001 - March 2002
The Friedkin Companies June 1997 - March 2001
Price Waterhouse Management Consultants March 1995 - June 1997
DPI/TFS Inc. - an IBM Company (former NYNEXDPI) June 1993 - March 1995
BFI February 1985 - June 1993
Skills
Compliance, Risk Management, SAP, Compliance Management, Governance, Change Management, Internal Audit, Management, Management Consulting, Sarbanes-Oxley Act, Business Process, Enterprise Risk..., Internal Controls, Consulting, Business Analysis, Business Process..., Financial Reporting, IT Audit, Managerial Finance, Executive Management, Performance Management, Analysis, Budgets, Accounting, Process Improvement, CISA, Program Management, Auditing, Strategic Planning, Financial Analysis, Risk Assessment, IT Strategy, Strategy, Financial Risk, IT Management, Finance, Due Diligence, Business Planning, Mergers & Acquisitions, Tax, Financial Accounting, Vendor Management, Financial Audits, Leadership, GAAP
Education
University of St. Thomas (TX) 1985 — 1989
MBA, Management and Marketing
University of Nebraska at Kearney 1975 — 1980
Bachelors, Business Management
Mickey McNamee's Jefferson Wells Experience 1998 - 2002
Job Business Solutions Expert
Industry Accounting
Experience
The McNamee Group March 2009 - Present
SGS North America, Oil, Gas and Chemicals May 2008 - March 2009
Independant Consultant May 2004 - April 2008
NatCity Investments 2002 - 2004
Jefferson Wells 1998 - 2002
Ernst & Young 1994 - 1998
Skills
Management Consulting, Process Improvement, Mergers, Business Process..., Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Change Management, Risk Management, Business Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategy, Consulting, Forecasting, Business Analysis, Analysis, Finance, Business Process
Education
University of Notre Dame 1990 — 1994
MA, Accounting
The McNamee Group March 2009 - Present
SGS North America, Oil, Gas and Chemicals May 2008 - March 2009
Independant Consultant May 2004 - April 2008
NatCity Investments 2002 - 2004
Jefferson Wells 1998 - 2002
Ernst & Young 1994 - 1998
Skills
Management Consulting, Process Improvement, Mergers, Business Process..., Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Change Management, Risk Management, Business Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategy, Consulting, Forecasting, Business Analysis, Analysis, Finance, Business Process
Education
University of Notre Dame 1990 — 1994
MA, Accounting
Jennifer Hauser's Jefferson Wells Experience November 2003 - November 2010
Job Incentive Specialist at Manpower Inc.
Industry Accounting
Experience
Manpower Inc. November 2010 - Present
Jefferson Wells November 2003 - November 2010
Metavante September 1998 - October 2003
US Bank March 1997 - September 1998
Thrivent Financial for Lutherans July 1991 - March 1997
Skills
Financial Reporting, Payroll, Analysis, Microsoft Office, Budgets, Sarbanes-Oxley Act, Finance, Internal Audit, Accounting, Management, Change Management, Customer Service, Financial Analysis, Incentive Programs, Incentives, Auditing
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA, Finance
University of Wisconsin-Oshkosh 1987 — 1991
BS, Math Major, Business Minor
Waukesha South High 1984 — 1987
Manpower Inc. November 2010 - Present
Jefferson Wells November 2003 - November 2010
Metavante September 1998 - October 2003
US Bank March 1997 - September 1998
Thrivent Financial for Lutherans July 1991 - March 1997
Skills
Financial Reporting, Payroll, Analysis, Microsoft Office, Budgets, Sarbanes-Oxley Act, Finance, Internal Audit, Accounting, Management, Change Management, Customer Service, Financial Analysis, Incentive Programs, Incentives, Auditing
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBA, Finance
University of Wisconsin-Oshkosh 1987 — 1991
BS, Math Major, Business Minor
Waukesha South High 1984 — 1987
John Oakley's Jefferson Wells Experience May 2001 - November 2001
Job Chief Financial Officer at Cleaver Brooks, Inc
Industry Machinery
Experience
Cleaver-Brooks September 2013 - Present
Flanders Corporation January 2009 - April 2013
Flanders Filter Inc. January 2009 - April 2013
Nexxus Lighting May 2007 - January 2009
Home Meridian International May 2006 - May 2007
Pulaski Furniture Corp. November 2001 - May 2006
Jefferson Wells May 2001 - November 2001
Tandus Group 1997 - 2001
Collins & Aikman Floorcoverings 1997 - 2001
Tandus, Inc. 1997 - 2001
Skills
Auditing, Financial Analysis, Accounting, Mergers, Portfolio Management, Restructuring, Internal Controls, Mergers & Acquisitions, Financial Reporting, US GAAP, SEC filings, Due Diligence, Cash Flow, Cash Management, Cash Flow Forecasting, Acquisition Integration, Management, Cost Accounting, ERP, Finance, Forecasting, Manufacturing, Process Improvement, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor of Science (B.S.), Accounting
University of Tennessee-Knoxville 1985 — 1987
Engineering
Oneal School 1981 — 1985
Wallace O'Neal Day School 1981 — 1985
Cleaver-Brooks September 2013 - Present
Flanders Corporation January 2009 - April 2013
Flanders Filter Inc. January 2009 - April 2013
Nexxus Lighting May 2007 - January 2009
Home Meridian International May 2006 - May 2007
Pulaski Furniture Corp. November 2001 - May 2006
Jefferson Wells May 2001 - November 2001
Tandus Group 1997 - 2001
Collins & Aikman Floorcoverings 1997 - 2001
Tandus, Inc. 1997 - 2001
Skills
Auditing, Financial Analysis, Accounting, Mergers, Portfolio Management, Restructuring, Internal Controls, Mergers & Acquisitions, Financial Reporting, US GAAP, SEC filings, Due Diligence, Cash Flow, Cash Management, Cash Flow Forecasting, Acquisition Integration, Management, Cost Accounting, ERP, Finance, Forecasting, Manufacturing, Process Improvement, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte 1988 — 1992
Bachelor of Science (B.S.), Accounting
University of Tennessee-Knoxville 1985 — 1987
Engineering
Oneal School 1981 — 1985
Wallace O'Neal Day School 1981 — 1985
Glenda Rhodes's Jefferson Wells Experience January 2007 - Present
Job Consultant at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells January 2007 - Present
Two Degrees Consulting May 2004 - December 2006
Petro Star Inc June 2001 - April 2004
Education
University of Oregon 1960 — 1964
BA, Accounting
Jefferson Wells January 2007 - Present
Two Degrees Consulting May 2004 - December 2006
Petro Star Inc June 2001 - April 2004
Education
University of Oregon 1960 — 1964
BA, Accounting
Troy Frey's Jefferson Wells Experience February 2002 - December 2005
Job Financial Controls Audit at ULA United Launch Alliance Lockheed Martin & Boeing
Industry Aviation & Aerospace
Experience
United Launch Alliance (ULA) September 2009 - Present
Vistar December 2006 - August 2010
Deloitte Consulting January 2006 - December 2006
Jefferson Wells February 2002 - December 2005
Education
University of Nebraska-Lincoln 1993 — 1996
BS, Finance, Economics
United Launch Alliance (ULA) September 2009 - Present
Vistar December 2006 - August 2010
Deloitte Consulting January 2006 - December 2006
Jefferson Wells February 2002 - December 2005
Education
University of Nebraska-Lincoln 1993 — 1996
BS, Finance, Economics
Catrece Strickland's Jefferson Wells Experience May 2004 - June 2007
Job Accounting Manager at Barnes Jewish Hospital
Industry Hospital & Health Care
Experience
BJC HealthCare July 2007 - Present
Jefferson Wells May 2004 - June 2007
Procter & Gamble 1995 - 2003
Skills
Process Improvement, Healthcare Management, Healthcare, Team Building, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership Development, Auditing, Accounting, Project Management, Coaching, Access, Business Analysis, Cross-functional Team...
Education
University of Missouri-Columbia, College of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (BS), Accounting
BJC HealthCare July 2007 - Present
Jefferson Wells May 2004 - June 2007
Procter & Gamble 1995 - 2003
Skills
Process Improvement, Healthcare Management, Healthcare, Team Building, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership Development, Auditing, Accounting, Project Management, Coaching, Access, Business Analysis, Cross-functional Team...
Education
University of Missouri-Columbia, College of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (BS), Accounting
Paul Gilliam, GIAC's Jefferson Wells Experience March 2005 - March 2007
Job Manager, Security and Risk Management at LMI Aerospace, Inc.
Industry Aviation & Aerospace
Experience
LMI Aerospace, Inc. December 2007 - Present
LMI Aerospace October 2007 - November 2009
Jefferson Wells March 2005 - March 2007
Adelphia Communications 2005 - 2006
Skills
Risk Assessment, Security Audits, Sarbanes-Oxley Act, Information Security, Security Risk, Information Technology, Computer Security, Security, IT Risk Management, Network Security, Disaster Recovery, Process Improvement, Business Process..., IT Management, PCI DSS, Internal Audit, IT Audit, ITIL, Governance, Information Security..., Auditing, Manufacturing, Risk Management, CISSP, COBIT, CISA, Management, Internal Controls, Business Continuity, SDLC
Education
Walden University 2007 — 2011
Ph.D (in progress), Applied Management and Decision Science (ISM)
University of Phoenix 2005 — 2007
Masters, Information Systems Management
LMI Aerospace, Inc. December 2007 - Present
LMI Aerospace October 2007 - November 2009
Jefferson Wells March 2005 - March 2007
Adelphia Communications 2005 - 2006
Skills
Risk Assessment, Security Audits, Sarbanes-Oxley Act, Information Security, Security Risk, Information Technology, Computer Security, Security, IT Risk Management, Network Security, Disaster Recovery, Process Improvement, Business Process..., IT Management, PCI DSS, Internal Audit, IT Audit, ITIL, Governance, Information Security..., Auditing, Manufacturing, Risk Management, CISSP, COBIT, CISA, Management, Internal Controls, Business Continuity, SDLC
Education
Walden University 2007 — 2011
Ph.D (in progress), Applied Management and Decision Science (ISM)
University of Phoenix 2005 — 2007
Masters, Information Systems Management
Dick Kern's Jefferson Wells Experience 1999 - 2002
Job Owner of Kern's Barbecue Catering, LLC
Industry Food & Beverages
Experience
Kern's Barbecue Catering, LLC 2009 - Present
PSC March 2003 - May 2008
Jefferson Wells 1999 - 2002
Compaq 1997 - 1999
FoxMeyer 1993 - 1996
Price Waterhouse 1990 - 1993
Bank One 1988 - 1990
Bright Banc 1988 - 1990
First Texas Savings 1987 - 1988
National Bancshares Corporation 1984 - 1987
Skills
Risk Assessment, SOX, Internal Controls, Compliance, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Analysis, Business Process..., IT Audit, Accounting, Due Diligence, CISA, Financial Reporting, Internal Audit, GAAP, Managerial Finance, US GAAP
Education
University of Tulsa 1981 — 1984
BSBA, Accounting
University of Missouri-Saint Louis 1978 — 1980
Art History
Kern's Barbecue Catering, LLC 2009 - Present
PSC March 2003 - May 2008
Jefferson Wells 1999 - 2002
Compaq 1997 - 1999
FoxMeyer 1993 - 1996
Price Waterhouse 1990 - 1993
Bank One 1988 - 1990
Bright Banc 1988 - 1990
First Texas Savings 1987 - 1988
National Bancshares Corporation 1984 - 1987
Skills
Risk Assessment, SOX, Internal Controls, Compliance, Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Analysis, Business Process..., IT Audit, Accounting, Due Diligence, CISA, Financial Reporting, Internal Audit, GAAP, Managerial Finance, US GAAP
Education
University of Tulsa 1981 — 1984
BSBA, Accounting
University of Missouri-Saint Louis 1978 — 1980
Art History
Barbara Preisz's Jefferson Wells Experience 2005 - 2007
Job Sales, Marketing and Operations Executive
Industry Management Consulting
Experience
Boston Engineering Corporation November 2012 - January 2015
PM Solutions 2008 - 2012
PM College 2008 - 2012
Jefferson Wells 2005 - 2007
Microsoft 2001 - 2004
Harte-Hanks Data Technologies 1995 - 1998
IBM June 1988 - 1995
Skills
Sales Management, Business Relationship..., Strategic Planning, Talent Development, Leadership, Training, Staff Development, Change Management, Business Development, Business Strategy, Management Consulting, Program Management, Coaching, New Business Development, Team Building, Business Analysis, Cross-functional Team..., Process Improvement, CRM, Talent Management, Marketing, Sales Process, Strategy, Marketing Strategy, Enterprise Software, Sales, Management, Professional Services, Project Planning, Strategic Leadership, Consulting, Selling, Salesforce.com, Start-ups, PMP, Vendor Management, Account Management, Business Process..., Customer Satisfaction, Team Leadership, Lead Generation, Solution Selling, Strategic Partnerships, Leadership Development, Sales Operations, Recruiting, SaaS, Entrepreneurship, B2B, Executive Management
Education
University of Oregon
BS, Audiology/Audiologist and Speech-Language Pathology/Pathologist
University of Oregon
Bachelor of Science, Speech Pathology and Audiology
Boston Engineering Corporation November 2012 - January 2015
PM Solutions 2008 - 2012
PM College 2008 - 2012
Jefferson Wells 2005 - 2007
Microsoft 2001 - 2004
Harte-Hanks Data Technologies 1995 - 1998
IBM June 1988 - 1995
Skills
Sales Management, Business Relationship..., Strategic Planning, Talent Development, Leadership, Training, Staff Development, Change Management, Business Development, Business Strategy, Management Consulting, Program Management, Coaching, New Business Development, Team Building, Business Analysis, Cross-functional Team..., Process Improvement, CRM, Talent Management, Marketing, Sales Process, Strategy, Marketing Strategy, Enterprise Software, Sales, Management, Professional Services, Project Planning, Strategic Leadership, Consulting, Selling, Salesforce.com, Start-ups, PMP, Vendor Management, Account Management, Business Process..., Customer Satisfaction, Team Leadership, Lead Generation, Solution Selling, Strategic Partnerships, Leadership Development, Sales Operations, Recruiting, SaaS, Entrepreneurship, B2B, Executive Management
Education
University of Oregon
BS, Audiology/Audiologist and Speech-Language Pathology/Pathologist
University of Oregon
Bachelor of Science, Speech Pathology and Audiology
D Lee Anderson's Jefferson Wells Experience June 1999 - 2006
Job Consultant Federal & State Income Tax
Industry Accounting
Experience
Rexel HoldingsUSA October 2008 - February 2013
Electronic Data Systems April 2006 - September 2008
Jefferson Wells June 1999 - 2006
Skills
Sarbanes-Oxley, Tax, Corporate Tax, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, State Tax, US GAAP, GAAP, Fixed Assets, Income Tax, Financial Reporting
Education
University of North Texas 1981 — 1985
MS, Accounting
University of Louisiana at Monroe 1975 — 1978
Education
Rexel HoldingsUSA October 2008 - February 2013
Electronic Data Systems April 2006 - September 2008
Jefferson Wells June 1999 - 2006
Skills
Sarbanes-Oxley, Tax, Corporate Tax, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, State Tax, US GAAP, GAAP, Fixed Assets, Income Tax, Financial Reporting
Education
University of North Texas 1981 — 1985
MS, Accounting
University of Louisiana at Monroe 1975 — 1978
Education
Steven Tullos, CPA's Jefferson Wells Experience 2004 - 2005
Job Currently seeking a new position as Director of Financial Reporting, Assistant Controller or Controller.
Industry Banking
Experience
SHAREPLUS BANK December 2012 - November 2014
A. H. Belo January 2009 - December 2012
i2 Technologies November 2005 - October 2009
Jefferson Wells 2004 - 2005
Nortel Networks 1999 - 2001
Central and South West 1991 - 1999
Skills
External Audit, Financial Reporting, Sarbanes-Oxley, SEC filings, Auditing, Internal Controls, Internal Audit, Financial Statements, Finance, Accounting, 10Q, Variance Analysis, Sarbanes-Oxley Act, GAAP, Revenue Recognition, US GAAP, CPA, SEC Filings
Education
University of North Texas
SHAREPLUS BANK December 2012 - November 2014
A. H. Belo January 2009 - December 2012
i2 Technologies November 2005 - October 2009
Jefferson Wells 2004 - 2005
Nortel Networks 1999 - 2001
Central and South West 1991 - 1999
Skills
External Audit, Financial Reporting, Sarbanes-Oxley, SEC filings, Auditing, Internal Controls, Internal Audit, Financial Statements, Finance, Accounting, 10Q, Variance Analysis, Sarbanes-Oxley Act, GAAP, Revenue Recognition, US GAAP, CPA, SEC Filings
Education
University of North Texas
Pradeep Ponnuswamy, CISSP, PCI-QSA's Jefferson Wells Experience February 2006 - February 2009
Job Senior Security Consultant at NCC Group
Industry Information Technology and Services
Experience
NCC Group February 2014 - Present
Coalfire Systems, Inc. September 2011 - January 2014
Rosetta Stone March 2011 - August 2011
Independendent Contractor March 2009 - March 2011
Jefferson Wells February 2006 - February 2009
Blackboard April 2005 - February 2006
Skills
IT Audit, Security, Pentesting, PCI DSS, Information Security..., Vulnerability Assessment, Digital Asset Management, Information Security, Software Project..., Cloud Computing, Knowledge Management, Sarbanes-Oxley Act, Curriculum Development, Recruiting, ITIL, Teacher Training, SDLC, Risk Assessment, Integration, Computer Security, GLBA, Virtualization, Linux, Apache, Agile Methodologies, MySQL, Puppet, Hardware Security, Python, SOX 404, HTML, Bash, Big Data
Education
University of Maryland College Park
BA, Politics & History
Training 2007 — 2007
ITIL, Frameworks
Lado International
ESL Certificate, Certified ESL Teacher
NCC Group February 2014 - Present
Coalfire Systems, Inc. September 2011 - January 2014
Rosetta Stone March 2011 - August 2011
Independendent Contractor March 2009 - March 2011
Jefferson Wells February 2006 - February 2009
Blackboard April 2005 - February 2006
Skills
IT Audit, Security, Pentesting, PCI DSS, Information Security..., Vulnerability Assessment, Digital Asset Management, Information Security, Software Project..., Cloud Computing, Knowledge Management, Sarbanes-Oxley Act, Curriculum Development, Recruiting, ITIL, Teacher Training, SDLC, Risk Assessment, Integration, Computer Security, GLBA, Virtualization, Linux, Apache, Agile Methodologies, MySQL, Puppet, Hardware Security, Python, SOX 404, HTML, Bash, Big Data
Education
University of Maryland College Park
BA, Politics & History
Training 2007 — 2007
ITIL, Frameworks
Lado International
ESL Certificate, Certified ESL Teacher
Christine Wisniewski's Jefferson Wells Experience August 1999 - August 2002
Job Manager Customer Operations Strategy & Customer Billing, Consumers Energy
Industry Utilities
Experience
Consumers Energy November 2014 - Present
DTE Energy December 2011 - October 2014
DTE Energy August 2002 - December 2011
Jefferson Wells August 1999 - August 2002
CW Consulting April 1999 - April 2001
Domino's Pizza February 1997 - March 1999
Borders Books June 1995 - February 1997
The American Team June 1994 - June 1995
Skills
Budgets, Financial Modeling, Internal Controls, Financial Analysis, Accounting, Business Strategy, Energy, Leadership, Process Improvement
Education
University of Michigan 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Consumers Energy November 2014 - Present
DTE Energy December 2011 - October 2014
DTE Energy August 2002 - December 2011
Jefferson Wells August 1999 - August 2002
CW Consulting April 1999 - April 2001
Domino's Pizza February 1997 - March 1999
Borders Books June 1995 - February 1997
The American Team June 1994 - June 1995
Skills
Budgets, Financial Modeling, Internal Controls, Financial Analysis, Accounting, Business Strategy, Energy, Leadership, Process Improvement
Education
University of Michigan 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Bradley Lamont's Jefferson Wells Experience October 2003 - December 2005
Job Director, Information Security
Industry Information Technology and Services
Experience
Chicago Mercantile Exchange December 2005 - November 2007
Jefferson Wells October 2003 - December 2005
University of Illinois 1994 - 1996
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, Computer Science
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Electrical Engineering
Chicago Mercantile Exchange December 2005 - November 2007
Jefferson Wells October 2003 - December 2005
University of Illinois 1994 - 1996
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, Computer Science
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Electrical Engineering
Saumil Patel's Jefferson Wells Experience 2007 - 2007
Job Vice President Torchmark Corp
Industry Insurance
Experience
Torchmark Corp February 2008 - Present
Jefferson Wells 2007 - 2007
Travelers January 2003 - July 2006
Travelers September 1998 - December 2002
Skills
Auditing, Internal Audit, Internal Controls, Leadership, Process Improvement, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Accounting, Finance, Financial Analysis, Forecasting, Sarbanes-Oxley, Financial Audits, Account Reconciliation, Financial Statements, Financial Accounting
Education
University of Mumbai 1989 — 1991
Masters, Cost and Management Accounting
University of Mumbai 1983 — 1988
Bachelors, Advanced Accounting and Economics
Torchmark Corp February 2008 - Present
Jefferson Wells 2007 - 2007
Travelers January 2003 - July 2006
Travelers September 1998 - December 2002
Skills
Auditing, Internal Audit, Internal Controls, Leadership, Process Improvement, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Accounting, Finance, Financial Analysis, Forecasting, Sarbanes-Oxley, Financial Audits, Account Reconciliation, Financial Statements, Financial Accounting
Education
University of Mumbai 1989 — 1991
Masters, Cost and Management Accounting
University of Mumbai 1983 — 1988
Bachelors, Advanced Accounting and Economics
Dianne Burr's Jefferson Wells Experience May 2004 - January 2005
Job Sr Director of Finance at eMagin Corporation
Industry Electrical/Electronic Manufacturing
Experience
eMagin Corporation September 2005 - Present
BSQUARE January 2005 - August 2005
Jefferson Wells May 2004 - January 2005
Click2learn March 1998 - May 2004
Armature 1997 - 1998
Software Toolworks 1990 - 1994
Overseas Shipping Company 1984 - 1990
Skills
Sarbanes-Oxley Act, ERP, Mergers, Mergers & Acquisitions, Start-ups, Process Improvement, Accounting, Business Development, Business Strategy, General Ledger, Business Process..., Revenue Recognition, Forecasting, Account Reconciliation, Due Diligence, Product Management, Business Valuation, Change Management, Auditing, Venture Capital, SEC filings, Budgets, Analysis, Corporate Governance, Business Analysis, Financial Reporting, Business Intelligence, Strategy, Management, Internal Audit, Strategic Planning, Internal Controls, Business Planning, Manufacturing, Executive Management, Financial Analysis, Program Management, Cross-functional Team..., GAAP, Entrepreneurship, Six Sigma, External Audit, Competitive Analysis, Corporate FP&A, Managerial Finance, Sarbanes-Oxley, Controllership Functions, P&L Management, International Accounting, US GAAP
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (BS), Accounting and Finance
eMagin Corporation September 2005 - Present
BSQUARE January 2005 - August 2005
Jefferson Wells May 2004 - January 2005
Click2learn March 1998 - May 2004
Armature 1997 - 1998
Software Toolworks 1990 - 1994
Overseas Shipping Company 1984 - 1990
Skills
Sarbanes-Oxley Act, ERP, Mergers, Mergers & Acquisitions, Start-ups, Process Improvement, Accounting, Business Development, Business Strategy, General Ledger, Business Process..., Revenue Recognition, Forecasting, Account Reconciliation, Due Diligence, Product Management, Business Valuation, Change Management, Auditing, Venture Capital, SEC filings, Budgets, Analysis, Corporate Governance, Business Analysis, Financial Reporting, Business Intelligence, Strategy, Management, Internal Audit, Strategic Planning, Internal Controls, Business Planning, Manufacturing, Executive Management, Financial Analysis, Program Management, Cross-functional Team..., GAAP, Entrepreneurship, Six Sigma, External Audit, Competitive Analysis, Corporate FP&A, Managerial Finance, Sarbanes-Oxley, Controllership Functions, P&L Management, International Accounting, US GAAP
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (BS), Accounting and Finance
Chandresh Samar's Jefferson Wells Experience June 2005 - October 2009
Job Director Columbia University
Industry Accounting
Experience
Columbia University March 2012 - Present
Citibank October 2009 - February 2012
Jefferson Wells June 2005 - October 2009
Canada Revenue Agency November 2001 - May 2005
CITI Group-Primerica Financial Services Limited November 2000 - October 2001
Natex Swaziland Limited September 1997 - August 2000
Birla Corp Limited May 1995 - September 1997
Skills
Financial Reporting, GAAP, Budgeting, Accounting Policy, Mergers, Restructuring, Business Process..., Planning, Internal Controls, Internal Audit, SOX, Accounting, Audit, Auditing, US GAAP, Financial Accounting, Financial Analysis, Compliance, Financial Planning, Management Consulting, Forecasting, Accounts Payable, Accounts Receivable, Consolidation, Financial Control, Cash Management, Due Diligence, Financial Management, Corporate Finance, Cash Flow, MIS, General Ledger, Banking, SEC reporting, Variance Analysis, 10K, 10Q, Process Engineering, Financial Modeling, Risk Management, Reconciliation, Fixed Assets, Working Capital..., External Audit, Revenue Recognition, Tax Compliance, Account Reconciliation, Risk Assessment, Technical Accounting, Asset Based Lending
Education
University of Rajasthan 1983 — 1986
Bachelors, Accounting & Finance
AICPA
CPA
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Columbia University March 2012 - Present
Citibank October 2009 - February 2012
Jefferson Wells June 2005 - October 2009
Canada Revenue Agency November 2001 - May 2005
CITI Group-Primerica Financial Services Limited November 2000 - October 2001
Natex Swaziland Limited September 1997 - August 2000
Birla Corp Limited May 1995 - September 1997
Skills
Financial Reporting, GAAP, Budgeting, Accounting Policy, Mergers, Restructuring, Business Process..., Planning, Internal Controls, Internal Audit, SOX, Accounting, Audit, Auditing, US GAAP, Financial Accounting, Financial Analysis, Compliance, Financial Planning, Management Consulting, Forecasting, Accounts Payable, Accounts Receivable, Consolidation, Financial Control, Cash Management, Due Diligence, Financial Management, Corporate Finance, Cash Flow, MIS, General Ledger, Banking, SEC reporting, Variance Analysis, 10K, 10Q, Process Engineering, Financial Modeling, Risk Management, Reconciliation, Fixed Assets, Working Capital..., External Audit, Revenue Recognition, Tax Compliance, Account Reconciliation, Risk Assessment, Technical Accounting, Asset Based Lending
Education
University of Rajasthan 1983 — 1986
Bachelors, Accounting & Finance
AICPA
CPA
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Janet Donner's Jefferson Wells Experience 1999 - 2005
Job Audit Mgr at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments consultantNielsen Media Research2006 - 2006
JeffersonWells 1999 - 2006
Jefferson Wells 1999 - 2005
Ameritech Cellular 1990 - 1994
Skills
Internal Audit
Education
University of Iowa 1982 — 1986
Nuveen Investments consultantNielsen Media Research2006 - 2006
JeffersonWells 1999 - 2006
Jefferson Wells 1999 - 2005
Ameritech Cellular 1990 - 1994
Skills
Internal Audit
Education
University of Iowa 1982 — 1986
Scott Strauss's Jefferson Wells Experience July 2003 - January 2008
Job Director, Brilliant Management Resources
Industry Accounting
Experience
Brilliant™ June 2013 - Present
Accretive Solutions July 2012 - June 2013
Adams Harris April 2011 - July 2012
SolomonEdwardsGroup March 2008 - April 2011
Jefferson Wells July 2003 - January 2008
KPMG September 1998 - July 2003
Skills
Tax Accounting, Internal Controls, Tax, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Internal Audit, Accounting, CPA, GAAP, Tax Research, Mergers & Acquisitions, Enterprise Risk..., US GAAP
Education
University of Illinois College of Law
J.D., Law
University of Illinois at Urbana-Champaign
B.S., Accounting
Brilliant™ June 2013 - Present
Accretive Solutions July 2012 - June 2013
Adams Harris April 2011 - July 2012
SolomonEdwardsGroup March 2008 - April 2011
Jefferson Wells July 2003 - January 2008
KPMG September 1998 - July 2003
Skills
Tax Accounting, Internal Controls, Tax, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Internal Audit, Accounting, CPA, GAAP, Tax Research, Mergers & Acquisitions, Enterprise Risk..., US GAAP
Education
University of Illinois College of Law
J.D., Law
University of Illinois at Urbana-Champaign
B.S., Accounting
Cornel Ivascu's Jefferson Wells Experience July 2001 - Present
Job Director, Experis Finance Formerly Jefferson Wells
Industry Management Consulting
Experience
Jefferson Wells July 2001 - Present
Experis Finance July 2001 - Present
Jefferson Wells International July 2001 - July 2010
Ford Motor Company 1969 - 1998
Ford Motor Company 1970 - 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Internal Controls, IT Audit, Auditing, Sarbanes-Oxley, Management Consulting, Risk Assessment, Business Process..., CISA, Risk Management, Accounting, Governance, Financial Analysis, Process Improvement, Financial Reporting, Financial Risk, COSO, SAS70, Business Process, COBIT, Managerial Finance, Finance
Education
Wayne State University 1967 — 1969
BA, Economics
University of Minnesota-Twin Cities 1965 — 1967
Economics
Jefferson Wells July 2001 - Present
Experis Finance July 2001 - Present
Jefferson Wells International July 2001 - July 2010
Ford Motor Company 1969 - 1998
Ford Motor Company 1970 - 1997
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Internal Controls, IT Audit, Auditing, Sarbanes-Oxley, Management Consulting, Risk Assessment, Business Process..., CISA, Risk Management, Accounting, Governance, Financial Analysis, Process Improvement, Financial Reporting, Financial Risk, COSO, SAS70, Business Process, COBIT, Managerial Finance, Finance
Education
Wayne State University 1967 — 1969
BA, Economics
University of Minnesota-Twin Cities 1965 — 1967
Economics
Katie Gavin's Jefferson Wells Experience 1999 - 2005
Job Vice President Human Resources at Milwaukee Electric Tool
Industry Electrical/Electronic Manufacturing
Experience
Milwaukee Electric Tool November 2005 - Present
Milwaukee Electric Tool July 2008 - July 2011
Milwaukee Electric Tool May 2007 - July 2008
Milwaukee Electric Tool November 2005 - May 2007
Jefferson Wells 1999 - 2005
Jefferson Wells International 1999 - 2005
Skills
HRIS, Ceridian, Employee Relations, Talent Acquisition, Recruiting, Performance Management, Human Resources, Organizational..., Process Improvement, Affirmative Action, Change Management, Leadership Development, Account Management, Applicant Tracking..., Benefits Administration, Budgets, College Recruiting, Cross-functional Team..., Deferred Compensation, Employee Benefits, Employee Engagement, Employee Training, Employment Law, FMLA, HR Policies, Leadership, Management, Labor Relations, New Hire Orientations, Onboarding, Organizational Design, Payroll, Personnel Management, PeopleSoft, Sourcing, Strategic Planning, Succession Planning, Talent Management, Workforce Planning
Education
University of Wisconsin-Whitewater 1992 — 1996
BBA, Human Resources
University of Pennsylvania - The Wharton School
CEBS Designation, Employee Benefits
Milwaukee Electric Tool November 2005 - Present
Milwaukee Electric Tool July 2008 - July 2011
Milwaukee Electric Tool May 2007 - July 2008
Milwaukee Electric Tool November 2005 - May 2007
Jefferson Wells 1999 - 2005
Jefferson Wells International 1999 - 2005
Skills
HRIS, Ceridian, Employee Relations, Talent Acquisition, Recruiting, Performance Management, Human Resources, Organizational..., Process Improvement, Affirmative Action, Change Management, Leadership Development, Account Management, Applicant Tracking..., Benefits Administration, Budgets, College Recruiting, Cross-functional Team..., Deferred Compensation, Employee Benefits, Employee Engagement, Employee Training, Employment Law, FMLA, HR Policies, Leadership, Management, Labor Relations, New Hire Orientations, Onboarding, Organizational Design, Payroll, Personnel Management, PeopleSoft, Sourcing, Strategic Planning, Succession Planning, Talent Management, Workforce Planning
Education
University of Wisconsin-Whitewater 1992 — 1996
BBA, Human Resources
University of Pennsylvania - The Wharton School
CEBS Designation, Employee Benefits
Andy Reiter's Jefferson Wells Experience July 2004 - January 2006
Job Senior Accountant Grants Management at BJC Health Care
Industry Accounting
Experience
BJC Health Care January 2014 - Present
Hollywood Casino St. Louis October 2012 - December 2013
St. Louis County February 2010 - October 2012
Jefferson Wells International 2004 - November 2010
Jefferson Wells July 2004 - January 2006
City of Des Peres, Missouri July 2000 - July 2004
City of Olivette, Missouri May 1997 - July 2000
Design Management Associates (DMA, Inc) July 1991 - May 1997
SCS Compute 1987 - 1991
Maddock & Henson, CPAs 1984 - 1987
Skills
Cost Segregation, Fixed Assets, Tax, GAAP, CPA, Internal Controls, Finance, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley, Auditing, Financial Statements, Variance Analysis, Accounts Payable, Financial Analysis, General Ledger, Accounting, Tax Accounting, Financial Reporting, SEC filings, Analysis, Financial Accounting, Internal Audit, Payroll, SAP, US GAAP, Sarbanes-Oxley Act
Education
University of Missouri-Columbia 1969 — 1973
BSBA, Accounting
University City High School 1967 — 1969
BS Accounting
BJC Health Care January 2014 - Present
Hollywood Casino St. Louis October 2012 - December 2013
St. Louis County February 2010 - October 2012
Jefferson Wells International 2004 - November 2010
Jefferson Wells July 2004 - January 2006
City of Des Peres, Missouri July 2000 - July 2004
City of Olivette, Missouri May 1997 - July 2000
Design Management Associates (DMA, Inc) July 1991 - May 1997
SCS Compute 1987 - 1991
Maddock & Henson, CPAs 1984 - 1987
Skills
Cost Segregation, Fixed Assets, Tax, GAAP, CPA, Internal Controls, Finance, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley, Auditing, Financial Statements, Variance Analysis, Accounts Payable, Financial Analysis, General Ledger, Accounting, Tax Accounting, Financial Reporting, SEC filings, Analysis, Financial Accounting, Internal Audit, Payroll, SAP, US GAAP, Sarbanes-Oxley Act
Education
University of Missouri-Columbia 1969 — 1973
BSBA, Accounting
University City High School 1967 — 1969
BS Accounting
Julia Disner's Jefferson Wells Experience January 2004 - February 2010
Job Internal Audit Supervisor, Scottrade
Industry Financial Services
Experience
Scottrade February 2015 - Present
Wells Fargo Audit Services August 2010 - February 2015
R.I.S.C. Consultants/Other Firms February 2010 - July 2010
Jefferson Wells January 2004 - February 2010
Medicine Shoppe Int'l. and Accounting Agencies July 2003 - December 2003
Missouri Higher Education Loan Authority May 2001 - July 2003
HSM Management Services September 1997 - April 2001
Budget Rent-a-Car April 1995 - January 1997
Various Agencies January 1993 - March 1995
Bridge Information Systems (now Reuters) July 1991 - December 1992
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Managerial Finance, Finance, Accounting, External Audit, Financial Accounting, Risk Management, Account Reconciliation, Sarbanes-Oxley, Accounts Payable, Financial Reporting, Analysis, Budgets, Financial Analysis, Accounts Receivable, Financial Statements, GAAP, Tax, US GAAP, Enterprise Risk..., SEC filings, Non-profit Volunteer, Non-profit Leadership, SEC Filings
Education
University of Missouri-Saint Louis 2004 — 2010
Masters of Accounting Prgm; UMSL, Accounting - Post Bacc. Certificate
University of Missouri-St. Louis
Bachelor of Science, Accounting
Scottrade February 2015 - Present
Wells Fargo Audit Services August 2010 - February 2015
R.I.S.C. Consultants/Other Firms February 2010 - July 2010
Jefferson Wells January 2004 - February 2010
Medicine Shoppe Int'l. and Accounting Agencies July 2003 - December 2003
Missouri Higher Education Loan Authority May 2001 - July 2003
HSM Management Services September 1997 - April 2001
Budget Rent-a-Car April 1995 - January 1997
Various Agencies January 1993 - March 1995
Bridge Information Systems (now Reuters) July 1991 - December 1992
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Managerial Finance, Finance, Accounting, External Audit, Financial Accounting, Risk Management, Account Reconciliation, Sarbanes-Oxley, Accounts Payable, Financial Reporting, Analysis, Budgets, Financial Analysis, Accounts Receivable, Financial Statements, GAAP, Tax, US GAAP, Enterprise Risk..., SEC filings, Non-profit Volunteer, Non-profit Leadership, SEC Filings
Education
University of Missouri-Saint Louis 2004 — 2010
Masters of Accounting Prgm; UMSL, Accounting - Post Bacc. Certificate
University of Missouri-St. Louis
Bachelor of Science, Accounting
Brian Ulrich's Jefferson Wells Experience November 1999 - January 2003
Job Senior Financial Analyst at Quad/Graphics
Industry Printing
Experience
Quad/Graphics October 2012 - Present
Rockwell Automation February 2010 - September 2012
RedPrairie June 2006 - November 2009
Manpower January 2003 - June 2006
Jefferson Wells November 1999 - January 2003
Education
University of Oklahoma 1988 — 1992
BBA, Accounting
Quad/Graphics October 2012 - Present
Rockwell Automation February 2010 - September 2012
RedPrairie June 2006 - November 2009
Manpower January 2003 - June 2006
Jefferson Wells November 1999 - January 2003
Education
University of Oklahoma 1988 — 1992
BBA, Accounting
Jim Jimenez, CPA's Jefferson Wells Experience 2002 - 2006
Job Managing Partner at SSAE 16 Professionals, LLP
Industry Accounting
Experience
Elite Alliance Solutions, LLC January 2010 - Present
SSAE 16 Professionals January 2010 - Present
Jimenez Consulting May 2009 - August 2010
Windes & McClaughry 2008 - April 2010
Grant Thornton 2006 - 2008
Jefferson Wells 2002 - 2006
AMRESCO Residential Mortgage 1996 - 1998
Countrywide Home Loans 1993 - 1997
National Medical Enterprises 1986 - 1991
Ernst & Whinney 1983 - 1986
Skills
SSAE 16 (SOC 1), SOC 2, SOC 3, Audit, IT Audit, IT GCC Audit, SOX, Internal Audit, Business Process..., Enterprise Risk..., IT Governance, Corporate Governance, Risk Assessment, ERP System Selection &..., Corporate Finance, Accounting, Financial Accounting, Segregation of Duties, Governance, Risk &..., Compliance, Policy Analysis, ISO 27001, Auditing, Sarbanes-Oxley Act, SOC 1, CISA, Sarbanes-Oxley, Governance, COSO, Business Process, ERP Selection, SAS70, SSAE 16, Internal Controls, GAAP, SEC filings, CPA, Strategy, Big 4, US GAAP, Information Technology, CISSP, Assurance, Forensic Accounting, External Audit
Education
University of Southern California 1980 — 1983
BS, Accounting
St. Francis High School 1976 — 1979
Elite Alliance Solutions, LLC January 2010 - Present
SSAE 16 Professionals January 2010 - Present
Jimenez Consulting May 2009 - August 2010
Windes & McClaughry 2008 - April 2010
Grant Thornton 2006 - 2008
Jefferson Wells 2002 - 2006
AMRESCO Residential Mortgage 1996 - 1998
Countrywide Home Loans 1993 - 1997
National Medical Enterprises 1986 - 1991
Ernst & Whinney 1983 - 1986
Skills
SSAE 16 (SOC 1), SOC 2, SOC 3, Audit, IT Audit, IT GCC Audit, SOX, Internal Audit, Business Process..., Enterprise Risk..., IT Governance, Corporate Governance, Risk Assessment, ERP System Selection &..., Corporate Finance, Accounting, Financial Accounting, Segregation of Duties, Governance, Risk &..., Compliance, Policy Analysis, ISO 27001, Auditing, Sarbanes-Oxley Act, SOC 1, CISA, Sarbanes-Oxley, Governance, COSO, Business Process, ERP Selection, SAS70, SSAE 16, Internal Controls, GAAP, SEC filings, CPA, Strategy, Big 4, US GAAP, Information Technology, CISSP, Assurance, Forensic Accounting, External Audit
Education
University of Southern California 1980 — 1983
BS, Accounting
St. Francis High School 1976 — 1979
Chris Ryan CPA MBA's Jefferson Wells Experience July 2010 - December 2010
Job Internal Audit Manager at Dycom Industries
Industry Accounting
Experience
Dycom Industries November 2012 - Present
Steven Douglas Associates July 2012 - November 2012
Oxbow December 2010 - July 2012
Jefferson Wells July 2010 - December 2010
Robert Half Management Resources April 2010 - July 2010
Advanced Financial Solutions August 2007 - February 2010
American Media Inc. July 2005 - August 2007
Protiviti October 2004 - July 2005
Office Depot July 2001 - October 2004
Deloitte & Touche June 1999 - July 2001
Skills
SOX, Financial Reporting, Accounting, Auditing, Consolidation, Sarbanes-Oxley Act, Mergers, Purchase Price..., External Reporting, S-11 Public Filing, Internal Audit, Managerial Finance, Due Diligence, Risk Management, Financial Accounting, Internal Controls, Financial Audits
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance and Accounting
University of Michigan 1986 — 1990
B.A., Economics
Dycom Industries November 2012 - Present
Steven Douglas Associates July 2012 - November 2012
Oxbow December 2010 - July 2012
Jefferson Wells July 2010 - December 2010
Robert Half Management Resources April 2010 - July 2010
Advanced Financial Solutions August 2007 - February 2010
American Media Inc. July 2005 - August 2007
Protiviti October 2004 - July 2005
Office Depot July 2001 - October 2004
Deloitte & Touche June 1999 - July 2001
Skills
SOX, Financial Reporting, Accounting, Auditing, Consolidation, Sarbanes-Oxley Act, Mergers, Purchase Price..., External Reporting, S-11 Public Filing, Internal Audit, Managerial Finance, Due Diligence, Risk Management, Financial Accounting, Internal Controls, Financial Audits
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance and Accounting
University of Michigan 1986 — 1990
B.A., Economics
Al Holzman's Jefferson Wells Experience 2004 - 2006
Job Managing Director at Strategic Solution Partners
Industry Oil & Energy
Experience
Strategic Solution Partners January 2010 - Present
Accenture 2006 - 2009
Jefferson Wells 2004 - 2006
Halliburton 2001 - 2004
Performance Consulting 1998 - 2001
British Petroleum 1980 - 1996
Skills
Strategy, Process Improvement, Business Development, Change Management, Program Management, Business Strategy, Performance Management, Management, Organizational Design, Project Planning, Project Management, Management Consulting, Finance, Supply Chain, Business Process..., Energy, Business Transformation, Performance Improvement, Financial Reporting, Mergers & Acquisitions, Governance, Risk Management, Business Process, Acquisition Integration, Outsourcing, Upstream, Financial Analysis, Executive Coaching, Petroleum Engineering
Education
University of Pittsburgh
BS, Economics
West Virginia University
MBA, Finance
Strategic Solution Partners January 2010 - Present
Accenture 2006 - 2009
Jefferson Wells 2004 - 2006
Halliburton 2001 - 2004
Performance Consulting 1998 - 2001
British Petroleum 1980 - 1996
Skills
Strategy, Process Improvement, Business Development, Change Management, Program Management, Business Strategy, Performance Management, Management, Organizational Design, Project Planning, Project Management, Management Consulting, Finance, Supply Chain, Business Process..., Energy, Business Transformation, Performance Improvement, Financial Reporting, Mergers & Acquisitions, Governance, Risk Management, Business Process, Acquisition Integration, Outsourcing, Upstream, Financial Analysis, Executive Coaching, Petroleum Engineering
Education
University of Pittsburgh
BS, Economics
West Virginia University
MBA, Finance
Rebecca Roberts, CPA, CIA's Jefferson Wells Experience May 2006 - September 2007
Job Chief Financial Officer at Manatee County School District
Industry Government Administration
Experience
Manatee County School District October 2014 - Present
Roberts CPA Advisory Svcs, Inc. August 2014 - Present
Manatee County School Board 2014 - Present
City of Baltimore December 2010 - April 2014
ASARCO, LLC June 2008 - February 2010
Lancaster Foods, LLC September 2007 - February 2008
Jefferson Wells May 2006 - September 2007
Bearing Point March 2006 - May 2006
Resources Global Professionals June 2004 - March 2006
International Steel Group November 2003 - June 2004
Skills
Environmental Accounting, Chapter 11, Fresh Start Accounting, IFRS, Municipalities, SOX Compliancy, Corporate Finance, Fair Value, Corporate Governance, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, Finance, Budgets, Analysis, Financial Reporting, Leadership, Auditing, Financial Analysis, Management, Business Process..., Financial Accounting, Process Improvement, Consolidation, Forecasting, Risk Management, Managerial Finance, GAAP, Cash Management, Strategic Planning
Education
University of Maryland University College 1991 — 1993
Bachelor of Science
Manatee County School District October 2014 - Present
Roberts CPA Advisory Svcs, Inc. August 2014 - Present
Manatee County School Board 2014 - Present
City of Baltimore December 2010 - April 2014
ASARCO, LLC June 2008 - February 2010
Lancaster Foods, LLC September 2007 - February 2008
Jefferson Wells May 2006 - September 2007
Bearing Point March 2006 - May 2006
Resources Global Professionals June 2004 - March 2006
International Steel Group November 2003 - June 2004
Skills
Environmental Accounting, Chapter 11, Fresh Start Accounting, IFRS, Municipalities, SOX Compliancy, Corporate Finance, Fair Value, Corporate Governance, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, Finance, Budgets, Analysis, Financial Reporting, Leadership, Auditing, Financial Analysis, Management, Business Process..., Financial Accounting, Process Improvement, Consolidation, Forecasting, Risk Management, Managerial Finance, GAAP, Cash Management, Strategic Planning
Education
University of Maryland University College 1991 — 1993
Bachelor of Science
Geri Touscany's Jefferson Wells Experience January 2005 - December 2010
Job Compliance Manager, Global Integration Factory and Enterprise Applications at General Motors
Industry Information Technology and Services
Experience
General Motors January 2013 - Present
Ally Financial Inc January 2011 - January 2013
JEFFERSON WELLS January 2005 - December 2010
GE Capital January 1998 - December 2003
Skills
Process Improvement, Risk Management, IT Audit, Business Process..., Program Management, Enterprise Software, Risk Assessment, Outsourcing, Financial Analysis, Project Portfolio..., Financial Reporting, PMP, Visio, Financial Risk, Management Consulting, Banking, Disaster Recovery, IT Service Management, Accounting
Education
University of Michigan
BSA, Business
General Motors January 2013 - Present
Ally Financial Inc January 2011 - January 2013
JEFFERSON WELLS January 2005 - December 2010
GE Capital January 1998 - December 2003
Skills
Process Improvement, Risk Management, IT Audit, Business Process..., Program Management, Enterprise Software, Risk Assessment, Outsourcing, Financial Analysis, Project Portfolio..., Financial Reporting, PMP, Visio, Financial Risk, Management Consulting, Banking, Disaster Recovery, IT Service Management, Accounting
Education
University of Michigan
BSA, Business
Sherry Bear, CPA's Jefferson Wells Experience 2008 - 2008
Job VP Operations at Local Government Federal Credit Union
Industry Banking
Experience
Local Government Federal Credit Union June 2012 - Present
NC Division of Credit Unions January 2012 - June 2012
Independent Credit Union Consultant July 2011 - December 2011
Tatum January 2011 - July 2011
Square 1 Bank December 2008 - December 2010
Coastal Federal Credit Union June 1996 - March 2008
Jefferson Wells 2008 - 2008
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Microsoft Office, Credit, Risk Management, Auditing, Loans, Credit Analysis, Financial Risk, Financial Modeling, Internal Controls, Cash Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Accounting
Local Government Federal Credit Union June 2012 - Present
NC Division of Credit Unions January 2012 - June 2012
Independent Credit Union Consultant July 2011 - December 2011
Tatum January 2011 - July 2011
Square 1 Bank December 2008 - December 2010
Coastal Federal Credit Union June 1996 - March 2008
Jefferson Wells 2008 - 2008
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Microsoft Office, Credit, Risk Management, Auditing, Loans, Credit Analysis, Financial Risk, Financial Modeling, Internal Controls, Cash Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Accounting
Eric Castillo's Jefferson Wells Experience 1999 - 2003
Job Chief Systems and Information Officer at Berkley Oil & Gas Specialty Services, LLC
Industry Insurance
Experience
Berkley Oil & Gas Specialty Services, LLC January 2010 - Present
AIG American General August 2003 - March 2011
Jefferson Wells 1999 - 2003
Houston Casualty Company 1994 - 1999
Skills
Insurance, Reinsurance, Strategy, Business Analysis, Financial Reporting, Analysis, Auditing, CRM, Leadership, Recruiting, Finance, Operations Management, Business Process..., Risk Management
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Berkley Oil & Gas Specialty Services, LLC January 2010 - Present
AIG American General August 2003 - March 2011
Jefferson Wells 1999 - 2003
Houston Casualty Company 1994 - 1999
Skills
Insurance, Reinsurance, Strategy, Business Analysis, Financial Reporting, Analysis, Auditing, CRM, Leadership, Recruiting, Finance, Operations Management, Business Process..., Risk Management
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Samer Zelof's Jefferson Wells Experience September 2007 - September 2009
Job Manager Sales and Use Tax at QIAGEN
Industry Accounting
Experience
QIAGEN November 2011 - Present
Argy, Wiltse & Robinson, P.C. September 2009 - November 2011
Jefferson Wells September 2007 - September 2009
Jefferson Wells October 2007 - August 2009
Marriott International September 2006 - September 2007
Marriott International July 2003 - September 2006
Marriott International April 1999 - June 2003
Marriott International April 1997 - April 1999
Chevy Chase Bank January 1996 - April 1997
Reznick Fedder & Silverman October 1993 - January 1996
Skills
Accounting, Auditing, Tax
Education
University of Maryland University College 1992 — 1993
N/A, Accounting
University of Maryland College Park 1990 — 1992
BS, Agricultural/Resource Economics
QIAGEN November 2011 - Present
Argy, Wiltse & Robinson, P.C. September 2009 - November 2011
Jefferson Wells September 2007 - September 2009
Jefferson Wells October 2007 - August 2009
Marriott International September 2006 - September 2007
Marriott International July 2003 - September 2006
Marriott International April 1999 - June 2003
Marriott International April 1997 - April 1999
Chevy Chase Bank January 1996 - April 1997
Reznick Fedder & Silverman October 1993 - January 1996
Skills
Accounting, Auditing, Tax
Education
University of Maryland University College 1992 — 1993
N/A, Accounting
University of Maryland College Park 1990 — 1992
BS, Agricultural/Resource Economics
Richard Brumbaugh MBA CCM CTP's Jefferson Wells Experience December 2006 - Present
Job Consultant at Jeffferson Wells
Industry Accounting
Experience
Jefferson Wells December 2006 - Present
Mental Health Association of the Heartland May 2002 - September 2006
Sprint March 1981 - May 2002
Skills
Accounting, Cash Flow, Business Analysis, Financial Modeling, Bank Relations, Debt Management, Cash Management, Forecasting, Budgeting, Accounts Receivable, Accounts Payable, Financial Analysis, Account Reconciliation, Strategic Planning, Budgets, Management, Treasury Management, Banking, Strategy, Auditing, Payroll, Mergers & Acquisitions, Financial Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Business Process..., Financial Reporting
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Jefferson Wells December 2006 - Present
Mental Health Association of the Heartland May 2002 - September 2006
Sprint March 1981 - May 2002
Skills
Accounting, Cash Flow, Business Analysis, Financial Modeling, Bank Relations, Debt Management, Cash Management, Forecasting, Budgeting, Accounts Receivable, Accounts Payable, Financial Analysis, Account Reconciliation, Strategic Planning, Budgets, Management, Treasury Management, Banking, Strategy, Auditing, Payroll, Mergers & Acquisitions, Financial Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Business Process..., Financial Reporting
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Odell Bailey's Jefferson Wells Experience July 2005 - February 2009
Job Auditor General at Detroit Public Schools
Industry Government Administration
Experience
DPS March 2009 - Present
Detroit Public Schools 2009 - Present
Jefferson Wells July 2005 - February 2009
Jefferson Wells International 2005 - 2009
wayne county April 1996 - May 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Risk, Risk Management, Management, Financial Analysis, Budgets, IT Audit, Managerial Finance, Accounting, Risk Assessment, Governance, Account Reconciliation, Strategic Planning, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, General Ledger, Management Consulting, Business Process..., Financial Audits, Assurance, Consulting, Process Improvement, Fixed Assets, Finance, Analysis, Policy, Access, Budget, Organizational..., positive leadership, Integrated planning, Public Speaking
Education
Walsh College of Accountancy and Business Administration 1998 — 2000
Masters, Finance
University of Michigan-Dearborn 1980 — 1982
Bachelors, Public Administration
University of Michigan
Certificate, Positive leadership
DPS March 2009 - Present
Detroit Public Schools 2009 - Present
Jefferson Wells July 2005 - February 2009
Jefferson Wells International 2005 - 2009
wayne county April 1996 - May 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Risk, Risk Management, Management, Financial Analysis, Budgets, IT Audit, Managerial Finance, Accounting, Risk Assessment, Governance, Account Reconciliation, Strategic Planning, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, General Ledger, Management Consulting, Business Process..., Financial Audits, Assurance, Consulting, Process Improvement, Fixed Assets, Finance, Analysis, Policy, Access, Budget, Organizational..., positive leadership, Integrated planning, Public Speaking
Education
Walsh College of Accountancy and Business Administration 1998 — 2000
Masters, Finance
University of Michigan-Dearborn 1980 — 1982
Bachelors, Public Administration
University of Michigan
Certificate, Positive leadership
George Tiwari's Jefferson Wells Experience December 2004 - September 2007
Job Senior Audit Leader at Wells Fargo
Industry Accounting
Experience
Wells Fargo Inc November 2013 - Present
Robert Half Management Resources July 2013 - November 2013
ExperisNL October 2009 - July 2013
Scottish Re September 2007 - February 2009
Jefferson Wells December 2004 - September 2007
Vanguard June 2002 - November 2004
Bank of America April 1999 - May 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, IFRS, Accounting, US GAAP, Supply Chain Management, International and..., Sarbanes-Oxley, Auditing, Financial Audits, Business Process, Banking, IT Audit, Finance, Financial Analysis, Financial Risk, Risk Management
Education
UNCC 1996 — 1999
Accounting - Completed prerequisite classes to sit for the CPA examination.
University of Guyana 1984 — 1989
Bachelor's of Social Science - BSoc, Management (Credit)
Wells Fargo Inc November 2013 - Present
Robert Half Management Resources July 2013 - November 2013
ExperisNL October 2009 - July 2013
Scottish Re September 2007 - February 2009
Jefferson Wells December 2004 - September 2007
Vanguard June 2002 - November 2004
Bank of America April 1999 - May 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, IFRS, Accounting, US GAAP, Supply Chain Management, International and..., Sarbanes-Oxley, Auditing, Financial Audits, Business Process, Banking, IT Audit, Finance, Financial Analysis, Financial Risk, Risk Management
Education
UNCC 1996 — 1999
Accounting - Completed prerequisite classes to sit for the CPA examination.
University of Guyana 1984 — 1989
Bachelor's of Social Science - BSoc, Management (Credit)
Carl Krueger's Jefferson Wells Experience May 2004 - Present
Job Professional CPA at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells May 2004 - Present
nash finch 2000 - 2003
Skills
Sarbanes-Oxley, Financial Analysis, Internal Controls, SAP, Budgets, Sarbanes-Oxley Act, Enterprise Risk..., Accounting, Financial Accounting, Internal Audit, Auditing, Finance, Financial Reporting, Operations Management
Education
University of South Alabama 1974 — 1976
BS, Accounting, Math, MIS
Jefferson Wells May 2004 - Present
nash finch 2000 - 2003
Skills
Sarbanes-Oxley, Financial Analysis, Internal Controls, SAP, Budgets, Sarbanes-Oxley Act, Enterprise Risk..., Accounting, Financial Accounting, Internal Audit, Auditing, Finance, Financial Reporting, Operations Management
Education
University of South Alabama 1974 — 1976
BS, Accounting, Math, MIS
Guy Groner, CISA, CISSP's Jefferson Wells Experience April 2003 - December 2003
Job IT Security, Audit and Compliance
Industry Financial Services
Experience
TEKsystems October 2012 - January 2013
Accretive Solutions October 2012 - October 2012
Adams-Harris June 2012 - June 2012
TEKsystems November 2011 - March 2012
Adams-Harris July 2011 - October 2011
Northern Illinois University November 2009 - September 2010
Zurich North America July 2007 - April 2009
Hudson Financial Solutions August 2005 - March 2007
The LaSalle Network July 2004 - July 2005
Jefferson Wells April 2003 - December 2003
Skills
Systerm Configuration, TCP/IP, COBIT, IBM Mainframe, Cisco Routers, Firewall Administration, Windows Server, Windows Security, Unix, IBM iSeries, Tandem minicomputer, Network Security, User Access Management
Education
University of Illinois Springfield 1993 — 1995
Post-Graduate
University of Illinois at Urbana-Champaign 1975 — 1977
Masters of Science
TEKsystems October 2012 - January 2013
Accretive Solutions October 2012 - October 2012
Adams-Harris June 2012 - June 2012
TEKsystems November 2011 - March 2012
Adams-Harris July 2011 - October 2011
Northern Illinois University November 2009 - September 2010
Zurich North America July 2007 - April 2009
Hudson Financial Solutions August 2005 - March 2007
The LaSalle Network July 2004 - July 2005
Jefferson Wells April 2003 - December 2003
Skills
Systerm Configuration, TCP/IP, COBIT, IBM Mainframe, Cisco Routers, Firewall Administration, Windows Server, Windows Security, Unix, IBM iSeries, Tandem minicomputer, Network Security, User Access Management
Education
University of Illinois Springfield 1993 — 1995
Post-Graduate
University of Illinois at Urbana-Champaign 1975 — 1977
Masters of Science
Rich Bodenheimer's Jefferson Wells Experience January 2001 - April 2006
Job Accounting and Finance Professional at RGP
Industry Construction
Experience
RGP July 2015 - Present
DLC April 2013 - June 2015
Siemens Business Technologies May 2006 - April 2013
Jefferson Wells January 2001 - April 2006
Anicom, Inc March 1998 - December 2000
OnCart Inc September 1997 - March 1998
Noma 1996 - 1997
Noma 1996 - 1997
Noma 1996 - 1997
Aramark Uniform Services April 1995 - June 1996
Skills
Financial Reporting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, SAP, Internal Controls, Accounting, Budgets, Managerial Finance, Budget Setting, Budget Monitoring, Account Reconciliation, Financial Modeling, Financial Audits, Corporate Finance, Business Analysis, Project Management, Cost Variance Analysis, Monthly Close Process, Project Analysis, Management, Internal Audit
Education
University of Illinois at Urbana-Champaign 1982 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (BS), Accounting
RGP July 2015 - Present
DLC April 2013 - June 2015
Siemens Business Technologies May 2006 - April 2013
Jefferson Wells January 2001 - April 2006
Anicom, Inc March 1998 - December 2000
OnCart Inc September 1997 - March 1998
Noma 1996 - 1997
Noma 1996 - 1997
Noma 1996 - 1997
Aramark Uniform Services April 1995 - June 1996
Skills
Financial Reporting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, SAP, Internal Controls, Accounting, Budgets, Managerial Finance, Budget Setting, Budget Monitoring, Account Reconciliation, Financial Modeling, Financial Audits, Corporate Finance, Business Analysis, Project Management, Cost Variance Analysis, Monthly Close Process, Project Analysis, Management, Internal Audit
Education
University of Illinois at Urbana-Champaign 1982 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (BS), Accounting
Allen Beam's Jefferson Wells Experience 1999 - 2003
Job Controller
Industry Accounting
Experience
DKM Enterprises 2014 - Present
Crowe Chizek (formerly Enterprise Financial Consulting) November 2004 - July 2008
Crowe Chizek October 2004 - July 2008
Crowe Horwath October 2004 - July 2008
Enterprise Financial Consulting October 2003 - July 2007
Interpool, Inc October 2004 - February 2006
Beam Consulting August 2002 - November 2004
World Kitchen, Inc May 2004 - September 2004
Jefferson Wells 1999 - 2003
Jefferson Wells International May 2000 - August 2002
Skills
Risk Management, Auditing, Financial Reporting, Internal Audit, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, SEC filings, General Ledger, Mergers & Acquisitions, Financial Risk, Finance, Accounting, Budgets, Business Process...
Education
University of North Texas 1983 — 1987
BBA, Accounting and Finance
University of North Texas
Bachelors of Business Administration, Finance and Accounting
DKM Enterprises 2014 - Present
Crowe Chizek (formerly Enterprise Financial Consulting) November 2004 - July 2008
Crowe Chizek October 2004 - July 2008
Crowe Horwath October 2004 - July 2008
Enterprise Financial Consulting October 2003 - July 2007
Interpool, Inc October 2004 - February 2006
Beam Consulting August 2002 - November 2004
World Kitchen, Inc May 2004 - September 2004
Jefferson Wells 1999 - 2003
Jefferson Wells International May 2000 - August 2002
Skills
Risk Management, Auditing, Financial Reporting, Internal Audit, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, SEC filings, General Ledger, Mergers & Acquisitions, Financial Risk, Finance, Accounting, Budgets, Business Process...
Education
University of North Texas 1983 — 1987
BBA, Accounting and Finance
University of North Texas
Bachelors of Business Administration, Finance and Accounting
Bradley Ridgway's Jefferson Wells Experience 2004 - 2006
Job President Paradise Ridge
Industry Leisure, Travel & Tourism
Experience
Paradise Ridge May 2009 - Present
Hewlett-Packard 2006 - 2009
Jefferson Wells 2004 - 2006
Education
University of Kansas - Graduate School of Business
MBA, Business
Paradise Ridge May 2009 - Present
Hewlett-Packard 2006 - 2009
Jefferson Wells 2004 - 2006
Education
University of Kansas - Graduate School of Business
MBA, Business
Robert Prater's Jefferson Wells Experience June 2002 - April 2005
Job Senior Decision Support Specialist at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center May 2005 - Present
Jefferson Wells June 2002 - April 2005
Education
University of North Texas
Bachelor of Science, Accounting and Information Systems
MD Anderson Cancer Center May 2005 - Present
Jefferson Wells June 2002 - April 2005
Education
University of North Texas
Bachelor of Science, Accounting and Information Systems
Jordan Rockwell Cole, CAIA's Jefferson Wells Experience June 2008 - August 2008
Job Associate at Grosvenor Capital Management
Industry Financial Services
Experience
Grosvenor Capital Management August 2011 - Present
University of Notre Dame September 2008 - May 2011
Target June 2010 - August 2010
Trinity Formation Resources June 2009 - August 2009
Jefferson Wells June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Word, Financial Analysis, Social Media, Financial Modeling, Access
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Management Entrepreneurship, Theology
Grosvenor Capital Management August 2011 - Present
University of Notre Dame September 2008 - May 2011
Target June 2010 - August 2010
Trinity Formation Resources June 2009 - August 2009
Jefferson Wells June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Word, Financial Analysis, Social Media, Financial Modeling, Access
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Management Entrepreneurship, Theology
Melanie Harrom's Jefferson Wells Experience 2006 - 2007
Job Independent Tax Consultant
Industry Accounting
Experience
UnitedHealth Group 2007 - 2009
Opus 2006 - 2007
Jefferson Wells 2006 - 2007
Target 2005 - 2005
TCF Bank 2004 - 2005
Deloitte 1999 - 2004
Education
University of Minnesota - Carlson School of Management 1995 — 1998
BSB, Accounting
UnitedHealth Group 2007 - 2009
Opus 2006 - 2007
Jefferson Wells 2006 - 2007
Target 2005 - 2005
TCF Bank 2004 - 2005
Deloitte 1999 - 2004
Education
University of Minnesota - Carlson School of Management 1995 — 1998
BSB, Accounting
Lori Codiamat's Jefferson Wells Experience June 2004 - April 2009
Job Accounting Manager at Navistar Financial Corporation
Industry Financial Services
Experience
Navistar Financial Corporation April 2009 - Present
Jefferson Wells June 2004 - April 2009
Endeavor Information Systems March 2002 - June 2004
Datronic Rental Corp 1996 - 2002
Skills
Financial Reporting, Accounting, Variance Analysis, GAAP, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, CPA, PeopleSoft, Finance, Process Improvement, Managerial Finance, SEC filings, US GAAP, Business Process..., Oracle E-Business Suite, Analysis, Year-end Close
Education
University of Iowa 1985 — 1989
BBA, Accounting
Navistar Financial Corporation April 2009 - Present
Jefferson Wells June 2004 - April 2009
Endeavor Information Systems March 2002 - June 2004
Datronic Rental Corp 1996 - 2002
Skills
Financial Reporting, Accounting, Variance Analysis, GAAP, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, CPA, PeopleSoft, Finance, Process Improvement, Managerial Finance, SEC filings, US GAAP, Business Process..., Oracle E-Business Suite, Analysis, Year-end Close
Education
University of Iowa 1985 — 1989
BBA, Accounting
J. Rob Henderson's Jefferson Wells Experience October 2005 - February 2008
Job Coordinator at Hoot Owl Attic
Industry Retail
Experience
Hoot Owl Attic May 2008 - Present
Jefferson Wells October 2005 - February 2008
Eckerd Drugs October 2004 - March 2005
Eckerd Drugs September 2001 - September 2004
Education
University of South Florida
Hoot Owl Attic May 2008 - Present
Jefferson Wells October 2005 - February 2008
Eckerd Drugs October 2004 - March 2005
Eckerd Drugs September 2001 - September 2004
Education
University of South Florida
Nancy Imre's Jefferson Wells Experience 1998 - March 2003
Job Assistant Controller at Makowsky Ringel Greenberg
Industry Accounting
Experience
Makowsky Ringel Greenberg September 2012 - Present
Vaco September 2011 - September 2012
Cartus formerly Primacy Relocation May 2007 - April 2011
First Horizon National Corporation December 2004 - May 2007
Primacy Relocation March 2003 - December 2004
Jefferson Wells 1998 - March 2003
Skills
Financial Reporting, General Ledger, SEC filings, CPA, Financial Accounting, SEC Filings, Accounting
Education
University of Mississippi
Bachelor, Accountancy
Makowsky Ringel Greenberg September 2012 - Present
Vaco September 2011 - September 2012
Cartus formerly Primacy Relocation May 2007 - April 2011
First Horizon National Corporation December 2004 - May 2007
Primacy Relocation March 2003 - December 2004
Jefferson Wells 1998 - March 2003
Skills
Financial Reporting, General Ledger, SEC filings, CPA, Financial Accounting, SEC Filings, Accounting
Education
University of Mississippi
Bachelor, Accountancy
Randi Roller's Jefferson Wells Experience July 2007 - November 2008
Job Senior Controller at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group June 2013 - Present
Rockwood Capital Management November 2008 - January 2013
Jefferson Wells July 2007 - November 2008
Wilkerson Guthmann November 2002 - June 2007
Ernst & Young June 2000 - November 2002
Froehling Anderson November 1995 - June 2000
Froehling, Anderson, Plowman & Wasmuth 1995 - 2000
Skills
Managerial Finance, Accounting, Cash Management, Investments, Finance, Income Tax, Tax Advisory
Education
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
St. Mary's Central H.S. 1985 — 1989
Gradient Financial Group June 2013 - Present
Rockwood Capital Management November 2008 - January 2013
Jefferson Wells July 2007 - November 2008
Wilkerson Guthmann November 2002 - June 2007
Ernst & Young June 2000 - November 2002
Froehling Anderson November 1995 - June 2000
Froehling, Anderson, Plowman & Wasmuth 1995 - 2000
Skills
Managerial Finance, Accounting, Cash Management, Investments, Finance, Income Tax, Tax Advisory
Education
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
St. Mary's Central H.S. 1985 — 1989
W. David Perkins's Jefferson Wells Experience December 2007 - September 2010
Job VP Sales & Marketing at Experis Finance
Industry Management Consulting
Experience
Experis Finance April 2008 - January 2012
Jefferson Wells December 2007 - September 2010
Jefferson Wells February 2004 - December 2007
Metavante April 2002 - August 2003
Document Imaging, Inc. November 2000 - August 2001
IBM Printing Systems Company January 1997 - November 2000
IBM Printing Systems Company April 1992 - December 1996
IBM U.S. Sales and Marketing January 1988 - April 1992
IBM U.S. Sales and Marketing January 1986 - December 1987
IBM U.S. Sales and Marketing July 1983 - December 1985
Skills
Sales, Sales Management, Marketing Strategy, People Management, ERP/CRM, Marketing Management, Lead Generation, New Business Development, Company Turnaround, Software Sales, Consultative Selling, Management Consulting, Software Consulting, Professional Services, Division Management, Team Leadership, Change Leadership, Computer Hardware, IBM, IBM iSeries, IBM Mainframe, Printers, Print Production, Document Imaging, P&L Management, P&L responsibility, Fortune 500, Small Business, Company Management, Company Operations, Corporate Management, Delegation, Coaching Staff, Sales Compensation, Salesforce.com, Sales Operations, Sales Process, Career Development, Career Counseling, Career Advising, Career Advancement, Management, P&L Responsibility, Selling, Change Management, Executive Management, Strategy, CRM, Enterprise Software, Go-to-market Strategy
Education
University of Minnesota-Twin Cities
Bachelor Science Business
Experis Finance April 2008 - January 2012
Jefferson Wells December 2007 - September 2010
Jefferson Wells February 2004 - December 2007
Metavante April 2002 - August 2003
Document Imaging, Inc. November 2000 - August 2001
IBM Printing Systems Company January 1997 - November 2000
IBM Printing Systems Company April 1992 - December 1996
IBM U.S. Sales and Marketing January 1988 - April 1992
IBM U.S. Sales and Marketing January 1986 - December 1987
IBM U.S. Sales and Marketing July 1983 - December 1985
Skills
Sales, Sales Management, Marketing Strategy, People Management, ERP/CRM, Marketing Management, Lead Generation, New Business Development, Company Turnaround, Software Sales, Consultative Selling, Management Consulting, Software Consulting, Professional Services, Division Management, Team Leadership, Change Leadership, Computer Hardware, IBM, IBM iSeries, IBM Mainframe, Printers, Print Production, Document Imaging, P&L Management, P&L responsibility, Fortune 500, Small Business, Company Management, Company Operations, Corporate Management, Delegation, Coaching Staff, Sales Compensation, Salesforce.com, Sales Operations, Sales Process, Career Development, Career Counseling, Career Advising, Career Advancement, Management, P&L Responsibility, Selling, Change Management, Executive Management, Strategy, CRM, Enterprise Software, Go-to-market Strategy
Education
University of Minnesota-Twin Cities
Bachelor Science Business
Angie Saleh's Jefferson Wells Experience 2004 - 2007
Job Senior Internal Auditor at Parkway Properties
Industry Accounting
Experience
Parkway Properties August 2013 - Present
Black Box Network Services 2007 - 2013
Jefferson Wells 2004 - 2007
Acclaim Federal Credit Union 1997 - 2002
First American Savings Bank 1988 - 1995
Skills
Proficient in Microsoft..., Computer Proficiency, Self-starter, Team Leadership, Problem Solving, Business Process..., Sarbanes-Oxley, Internal Controls
Education
University of North Carolina at Greensboro
Bachelor's degree, Accounting and Business/Management
Parkway Properties August 2013 - Present
Black Box Network Services 2007 - 2013
Jefferson Wells 2004 - 2007
Acclaim Federal Credit Union 1997 - 2002
First American Savings Bank 1988 - 1995
Skills
Proficient in Microsoft..., Computer Proficiency, Self-starter, Team Leadership, Problem Solving, Business Process..., Sarbanes-Oxley, Internal Controls
Education
University of North Carolina at Greensboro
Bachelor's degree, Accounting and Business/Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY