Jefferson Wells International
Industry: Company
DescriptionFounded: 1995 Parent organization: ManpowerGroup Subsidiary: The Gelber Organization
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Jefferson Wells International Employees
Citi July 2013 - Present
Performance Food Group 2008 - May 2013
The Laramar Group 2006 - 2008
Echostar Communications Corp 2000 - 2004
Jefferson Wells International October 1999 - October 2000
US Bank March 1997 - October 1999
Bank of America 1986 - 1996
Skills
SAP ERP, Yardi Voyager, Oracle Applications, PeopleSoft, Infinium, Financial Analysis, SAP, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Due Diligence, Finance, Financial Reporting, General Ledger, Variance Analysis
Education
University of South Florida 1980 — 1986
BA, Major: Finance Minor: Accounting
Bryan College 1980 — 1982
BA, Business
Porch December 2014 - Present
Porch October 2013 - Present
Starbucks Coffee Company December 2010 - October 2013
Boon Recruiting 2000 - January 2011
Jefferson Wells International January 2005 - December 2009
BluWater 2003 - 2005
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Internet Recruiting, Technical Recruiting, Talent Management, Taleo, Training, Sales, Leadership, Contract Negotiation, Interviews, Hiring, Enterprise Software, Sourcing, Temporary Placement, Process Improvement, Start-ups, Onboarding, College Recruiting, Screening Resumes, Strategic Sourcing, Management, Consulting, Building Relationships, Human Resources, SDLC, Succession Planning, Performance Management, Marketing, Benefits Negotiation, Customer Service, Business Development, Business Intelligence, Vendor Management, Executive Search
Education
University of Washington 1998 — 2000
BA, Sociology
Antioch University Seattle
Masters in Education
Royalty Clearinghouse August 2013 - Present
AchieveCard July 2011 - July 2013
American Physicians Service Group (APS) August 2003 - August 2011
Jefferson Wells International August 1998 - March 2003
American Physicians Insurance February 1997 - July 1998
Arthur Andersen January 1992 - January 1997
Skills
Leadership Development, Strategic Planning, Operations Management, Sales Management, Marketing Management, Mergers & Acquisitions, SEC filings, Capital Markets, Investor Relations, Public Equity Offerings, Private Equity Funding, Financial Reporting, Mergers, Finance, Risk Management, IPO, Private Equity, Strategy, Capital Raising, Marketing, Portfolio Management, Equities, Due Diligence, Budgets, Financial Modeling, Acquisition Integration, Investments, Performance Improvement, Business Development, Start-ups, Accounting, Financial Analysis, Recruiting, Insurance
Education
Northwestern University - Kellogg School of Management 2000 — 2002
M.B.A, Marketing, Finance
Baylor University 1987 — 1991
B.B.A, Accounting
Thomson Reuters July 2015 - Present
Independent January 2015 - June 2015
FireKing Security Group February 2014 - January 2015
FireKing Security Group March 2011 - February 2014
Robert Half Consulting January 2009 - March 2011
Ernst & Young November 2007 - December 2008
Jefferson Wells International October 2005 - November 2007
United States Navy 1992 - 2006
ThermoView Industries, Inc August 2001 - October 2004
McCauley, Nicolas & Co., LLC, CPA's July 1999 - July 2001
Skills
OneSource, Software Implementation, Software Integration, Auditing, Financial Reporting, Tax Audits, Accounting, Tax, Corporate Tax, Financial Statements, Accounts Receivable, Income Tax, Process Improvement, SEC filings, Fixed Assets, Mergers & Acquisitions, Tax Returns, Tax Accounting, Mergers, Internal Audit, Tax Preparation, Budgets, Microsoft Excel, Sarbanes-Oxley Act, Sales Tax, Use Tax, Property Tax, Reconciliation, Tax Compliance, Tax Research, Excel, Audit, SOX, Compliance, PowerPoint, Budgeting
Education
Indiana University-Southeast 1996 — 2000
Bachelor of Science, Accounting, Computer Science
Aurora High School 1987 — 1989
Diploma
ICon Professional Services 2015 - Present
SolomonEdwards 2014 - Present
ISACA Greater Houston Chapter 2008 - Present
Baker Hughes 2013 - 2013
Shell Trading 2011 - 2013
Independent Contractor 2008 - 2011
Jefferson Wells International 2005 - 2008
Grant Prideco 2004 - 2004
CenterPoint Energy 2001 - 2004
ExxonMobil 2001 - 2001
Skills
Information Security, Security, Computer Security, Network Security, Information Security..., Risk Management, IT Risk Management, Enterprise Risk..., Risk Assessment, Governance, Business Continuity, Disaster Recovery, Business Continuity..., Sarbanes-Oxley Act, IT Audit, CISA, Security Audits, Vulnerability Assessment, Penetration Testing, Identity Management, Information Technology, Data Center, Risk Analysis, Financial Risk, Access Control, COBIT, Networking, Internal Controls, Policy, GLBA, COSO, Security Architecture..., PCI DSS, Software Documentation, Data Security, Security Policy, ISO 27001, Unix, Vulnerability Management, Strategy, SAP, CRISC, CISM, Business Intelligence, Computer Forensics, Management, SAS70, IT Management, ITIL, SDLC
Education
Hobart and William Smith Colleges
Rochester Institute of Technology
Bachelors
Experis Finance (formerly Jefferson Wells) September 1998 - Present
Jefferson Wells International 1998 - 2008
Skills
Management Consulting, Internal Audit, Consulting, Process Improvement, Internal Controls, CPA, Business Process..., Energy, Risk Assessment, Auditing, Risk Management, Due Diligence
Education
Louisiana State University and Agricultural and Mechanical College 1979 — 1983
Bachelor of Science, Accounting
Sealed Air Corporation July 2013 - Present
US Chemical/JohnsonDiversey July 2007 - Present
Sealed Air Corporation July 2007 - Present
Diversey Inc a part of Sealed Air 2007 - Present
Centene Corporation November 2004 - July 2007
Jefferson Wells International April 1997 - May 2004
Skills
Account Management, Accounts Payable, Administration, Advertising, Affirmative Action, Benefits Administration, Business Planning, Career Development, Change Management, Coaching, Compensation, Cross-functional Team..., Customer Retention, Customer Service, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, Forecasting, Financial Analysis, HR Consulting, HR Policies, HRIS, Human Resources, Integration, Labor Relations, Leadership, Leadership Development, Management, Marketing, Mergers, Negotiation, New Business Development, Onboarding, Organizational Design, Organizational..., Organizational..., Payroll, PeopleSoft, Performance Management, Personnel Management, Policy, Process Improvement, Project Planning, Sales Management, Staff Retention, Start-ups, Strategic Planning, Strategic Sourcing
Education
Marquette University 1984 — 1987
BS, Business with an emphasis in Marketing and Finance
Independent Consultant looking for new opprotunities September 2015 - Present
BestIT May 2012 - Present
Information Security Consultant January 2011 - May 2012
Terra Verde 2007 - December 2010
Terra Verde Services 2007 - December 2010
CEV Services January 2007 - April 2008
Sun Health March 2005 - April 2007
Jefferson Wells International 2003 - 2005
State of Arizona, Department of Administration August 2002 - September 2003
Computer Consluting Partners, LTD September 2001 - July 2002
Skills
Information Security, CISSP, PCI DSS, GLBA, Data Security, Information Security..., CISM, Computer Forensics, Security, Vulnerability Assessment, Vulnerability Management, Penetration Testing, ISO 27001, IT Risk Management, Security Awareness, Security Policy, Governance, Computer Security, Business Continuity, Security Audits, IDS, Application Security, Network Security, Intrusion Detection, Disaster Recovery, IPS, Security Architecture..., Identity Management, FISMA, Incident Response, Risk Assessment, Information Technology, DLP, NIST, PKI, Firewalls, Web Application Security, Enterprise Risk..., COBIT, Security Management, Metasploit, Data Privacy, Cloud Security, Payment Industry, SAS70, HIPAA, Vulnerability Scanning, Nmap, Internet Security, SIEM
Education
Northern Arizona University 2005 — 2007
MAA (not completed), Information Technology
Bowling Green State University 1996 — 1998
Master of Arts (MA), Policy History (US Foriegn Policy)
Arizona State University West 1993 — 1996
Bachelor of Arts (BA) Magna Cum Laude, American History (United States), 3.9 GPA
Northern Arizona University 1991 — 1993
Under Graduate Course Work, Psychology, Sociology, and Macro Economics
Glendale Community College 1988 — 1991
General Studies, History, Psychology, Anthropology, Philosophy, and Writing
Cactus High School 1984 — 1988
Diploma, Advanced Placement US History, Government, and Economics
RH Hope Winter Relief Shelter Program September 2014 - Present
Internal Audit Advisory Services January 2012 - October 2014
Freelance Auditor September 2010 - January 2012
Computershare US February 2009 - August 2010
Boston Options Exchange August 2008 - March 2009
Stride Rite Corporation March 2008 - September 2008
The Boston Stock Exchange March 2006 - September 2007
Jefferson Wells International August 2005 - March 2006
Warren Equities, Inc March 2003 - August 2005
The Washington Trust Company August 2002 - March 2003
Skills
SOX, Internal Audit, Financial Reporting, Accounting, Auditing, Superior reporting..., Fraud Investigations, Compliance, Risk Assessment, Risk Analysis, Business Process..., Excellent..., Sarbanes-Oxley Act, Finance, Financial Audits, External Audit, IT Audit, Business Process..., Financial Risk, Process Improvement, Analysis, Management, Business Process, Sarbanes-Oxley, Access, Risk Management, QuickBooks, Executive Management, Fixed Assets, Financial Analysis, Leadership, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Financial Modeling, Banking, Valuation, Inventory Control, PeopleSoft, Quality Auditing, Equities, Strategic Financial..., Managerial Finance, Due Diligence, Business Analysis, US GAAP, Consolidation, Corporate Finance, Financial Accounting, Derivatives
Education
Providence College 1988 — 1994
Bachelor of Science, Accounting
Mount Pleasant High School 1976 — 1980
Diploma, High School
Brown and Caldwell January 2015 - Present
The WhiteWave Foods Company June 2013 - September 2014
Acme Manufacturing Company, Inc. July 2011 - June 2013
DPI Specialty Foods June 2006 - May 2011
Fluid Management, Inc. March 2003 - June 2006
Packaging Corporation of America October 2000 - February 2002
Jefferson Wells International April 1999 - October 2000
Inversen and Associates March 1998 - March 1999
Glenview State Bank March 1991 - December 1997
Skills
Payroll, General Ledger, Forecasting, Financial Reporting, Budgets, Accounting, Process Improvement, Outlook, Performance Management, Auditing, Income Statement, Financial Analysis, Employee Benefits, Management, ADP Payroll, Training
Education
Marquette University
Northwestern University
BNY Mellon October 2013 - Present
Altegrity Inc December 2007 - September 2013
Constantakis Consulting LLC 2003 - 2007
Jefferson Wells International 2000 - 2003
Capital Financial Group 1999 - 2000
T Rowe Price & Associates 1992 - 1999
Skills
Start-ups, Sarbanes-Oxley Act, SAP R/3, Integration, Strategic Planning, Sarbanes-Oxley, SAP, Risk Management, Change Management, Accounting, Project Management, SAP ERP, Financial Reporting, General Ledger, Internal Controls, Financial Analysis, Finance, Cross-functional Team..., Forecasting, Managerial Finance, IT Strategy, ERP, Business Process, ERP Software, Management, Leadership
Education
Loyola University Maryland
Master of Business Administration (MBA)
Duquesne University
BSBA Accounting
Pittsburgh Central Catholic High School
Aud-IT Inc. October 2012 - Present
Arch Insurance Group 2006 - 2013
Experis (formerly Jefferson Wells) July 2006 - October 2012
Jefferson Wells International July 2006 - October 2012
Arch Insurance 2006 - 2012
Arch Insurance Group 2006 - 2012
Party Land of Monroe July 2007 - October 2010
Verizon June 2001 - June 2006
Verizon June 1994 - June 2001
Verizon January 1988 - June 1994
Skills
IT Audit, CISA, Disaster Recovery, Information Technology, Enterprise Risk..., COBIT, Business Continuity, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Financial Risk, Security, Internal Audit, Governance, Information Security, IT Risk, Risk, Sarbanes-Oxley, SDLC, Databases, CRISC, Analysis, Unix, Auditing, Information Security..., ISO 27001, Data Center, Vendor Management, Process Improvement, Management, Business Analysis, COSO, PCI DSS, Internal Controls, Business Process..., Business Process, Access, Enterprise Architecture, PMP, Entrepreneurship, ITIL, Business Continuity..., Network Security, Infrastructure, IT Management, IT Strategy, Project Portfolio..., CISSP, HIPAA, Consulting
Education
State University of New York Empire State College 2006 — 2009
BS, Business Management and Economics
Universidad Autónoma de Santo Domingo 1975 — 1978
Electromechanical Engineering
Universidad Nacional Pedro Henríquez Ureña 1973 — 1978
Civil Engineering
Colegio Fernando Arturo de Merino 1972 — 1973
Bachillerato, Ciencias y Matematica
Caroll morgan school of Santo Domingo 1970 — 1973
High School, Fsica y Matematica
Saint Rose of Lima
AES Consulting Services LLC November 2001 - Present
J. Streicher & Co, LLC July 2011 - December 2013
Jefferson-Wells International August 2004 - July 2006
Susquehanna Specialists, Inc. March 2000 - November 2001
Corroon, Lichtenstein & Co, LLC November 1991 - March 2000
Frederick S. Todman & Co, CPA's October 1988 - November 1991
Skills
Cash Management, Forecasting, Financial Analysis, Managerial Finance, Accounting, Financial Statements, Corporate Tax, Fixed Income, Financial Modeling, Due Diligence, Financial Reporting, Options, Financial Accounting, Corporate Finance, US GAAP, Capital Markets, Capital Budgeting, Financial Audits, Equity Trading, QuickBooks, DCF Valuation, Management Consulting, 15c3-1 Net Capital, 15c3-3 Customer Reserve, SEC FOCUS Report
Education
The Bernard M. Baruch College, Zicklin School of Business
Master of Science (M.S.), Finance
City University of New York
Bachelor of Science (B.S.), Accounting
Power Memorial Academy
Sales Operations Management Leadership, Greater Los Angeles Area 2015 - Present
Sports Performance Labs 2009 - Present
Cushman & Wakefield December 2003 - December 2008
Jefferson Wells International 2000 - 2002
All Covered 1996 - 2000
Skills
Business Development, Yoga, Stress, Strategic Planning, Real Estate, Real Estate Development, Commercial Real Estate, Entrepreneurship, Due Diligence, Marketing, Sales, Start-ups, Project Management, Sales Management, Team Building, P&L Management, Operations Management, Strategic Planning for..., Project Planning, Project Coordination, Sales and Marketing, Marketing Strategy, Sales Management and..., Sales Trainings, Sales & Marketing..., Sales Leadership..., HR, Human Resources, Human Resource..., Team Building and..., Team Leadership, Team Management, Team Motivation, Budgeting and P&L..., Budgeting, P&L Analysis, Finance, Metrics,..., Financial Analysis, Sales Operations, Customer Relations /..., Customer Retention, Customer Relations, Productivity..., Increase Productivity, Turn Around Management, Sales Process, Sales Presentations, Operational Excellence, Operational Streamlining, Operational Strategy
Education
Monterey Institute of International Studies
Master of Business Administration (M.B.A.), Marketing, Management and Finance
California Polytechnic State University-San Luis Obispo
BS, Political Science
Riveron Consulting October 2012 - Present
Jefferson Wells International 2001 - September 2012
Paging Network, Inc. January 1999 - November 2000
Paging Network, Inc 1996 - 1999
Paging Network, Inc. August 1993 - April 1996
Paging Network, Inc. December 1991 - August 1993
Paging Network, Inc. January 1991 - November 1991
Ernst & Young January 1988 - January 1991
Skills
Business Development, Internal Audit, Mergers, Management Consulting, Finance, Strategy, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Auditing, Enterprise Risk..., Mergers & Acquisitions, Financial Analysis, Managerial Finance, Corporate Finance, Business Process..., Financial Modeling, Business Analysis
Education
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA)
The Law Office of Sarah J. Bagwell March 2014 - Present
Patterson Belknap Webb & Tyler LLP May 2007 - August 2007
BDO Seidman Alliance February 2003 - June 2005
Jefferson Wells International February 1999 - November 2002
Skills
Estate Planning, Legal Research, Estate Law, Tax Law, Trusts
Education
Columbia Law School 2005 — 2008
Doctor of Law (JD), Trusts and Estates
Boston University 1992 — 1996
Bachelor's degree, Economics
Blueprint Software Systems April 2015 - Present
Mid-Range Computer Group Inc. January 2014 - April 2015
Xerox Canada Ltd. 2004 - 2013
CMiC 2003 - 2004
Jefferson Wells International 2001 - 2003
JDEdwards & Company 1992 - 2001
Triathlon Leasing Incorporated 1988 - 1992
Argus Systems Inc 1987 - 1988
Standard Trust Company 1985 - 1987
Gold Medal Equipment 1982 - 1984
Skills
Technology Project..., Marketing, Team Management, Business Development, Leadership, Business Alliances, Solution Selling, Professional Services, Sales Process, Enterprise Software, SaaS, Business Process..., ERP, Account Management, Business Analysis, CRM, Business Process, Direct Sales, Strategic Partnerships, New Business Development, JD Edwards, Project Management, Strategy, Outsourcing, Management, Product Marketing, B2B, Sales, Consulting, Managed Services, Cross-functional Team..., Training, Lead Generation, Program Management, Product Management, Integration, Lean Six Sigma - Green..., Sales Operations, Vendor Management, Business Intelligence, Marketing Communications, Event & Incentive...
Education
York University 1988 — 1993
BA
Humber College 1980 — 1982
Diploma
PricewaterhouseCoopers, LLP December 2007 - Present
Jefferson Wells International June 2006 - November 2007
AMI Doduco January 2001 - May 2006
J. A. King and Company, Inc. January 1999 - January 2001
Parkdale Mills, Inc. May 1998 - January 1999
Skills
Strategic Planning, Business Development, Forecasting, Strategy, Sales Management, Program Management, Account Management, New Business Development, Consulting, Negotiation, Management Consulting, Key Account Management, Business Transformation, Finance, Business Planning, Business Strategy, Business Process..., Sales, Management, Professional Services, Leadership, Start-ups
Education
North Carolina State University 1994 — 1998
BS, Business Management, Manufacturing
Verizon Enterprise Solutions 2014 - Present
IBM 2011 - 2013
Jack Williamson Consulting May 2006 - November 2011
Stout Causey May 2005 - April 2006
Jefferson Wells International March 2004 - May 2005
Premera Blue Cross October 2002 - March 2004
Avao - formally DCH February 2001 - August 2002
DCH Systems May 1998 - April 2002
Ernst & Young January 1997 - April 1998
Skills
Information Security, Sarbanes-Oxley Act, IT Audit, Security, Business Continuity, Business Process..., Risk Assessment, Risk Management, Information Technology, Auditing, CISA, PCI DSS, IT Strategy, Internal Audit, Management Consulting, Process Improvement, Change Management, Information Security..., Program Management, Disaster Recovery, Strategy, Consulting, Project Management, Leadership, Governance, Enterprise Architecture, Business Process, Management, IT Management, SDLC, Integration, Business Development, Security Audits
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Texas A&M University
BBA
Wise Advantage Group March 2004 - Present
Keller Williams - FM August 2002 - Present
Exel 2003 - 2006
Jefferson Wells International August 2002 - March 2004
BAE Automated Systems 2000 - 2002
McKesson Corporation July 1999 - March 2001
ARCO Environmental Remediation August 1993 - December 1995
Skills
Real Estate, Selling, Investment Properties, Sellers, Real Estate Transactions, Sales, Residential Homes, First Time Home Buyers, Listings, New Home Sales, Negotiation, Buyers, Buyer Representation, Relocation, Single Family Homes, Home Staging, Investors, REO, Rentals, Foreclosures, Short Sales, Customer Service, Contract Negotiation, SFR, Resellers, Real Estate License, Townhomes, Condos, CDPE, Commercial Real Estate, HUD, Relocation Buyers, Property, Seniors, Real Property, e-PRO, Income Properties, Seller Representation, Council of Residential..., Waterfront, Listing Homes, Luxury, Move Up Buyers, National Association of..., Property Management, Referrals, ABR, New Homes, Vacation Homes, Leases
Education
Texas A&M University 1988 — 1989
BBA, Accounting
The University of Texas at Arlington 1984 — 1985
Accounting
American Express February 2011 - Present
AIG Consumer Finance Group, Inc. October 2009 - February 2011
AIG Consumer Finance Group, Inc. July 2008 - October 2009
AIG Consumer Finance Group, Inc. April 2006 - July 2008
Citigroup - Citifinancial Mortgage November 2004 - April 2006
Citigroup – Citicards North America July 1999 - November 2004
Jefferson Wells International July 1998 - July 1999
Bristol Hotels and Resorts July 1996 - July 1998
Skills
Finance, Mergers, Budgets, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Accounting, Management, Internal Audit, Corporate Finance, Financial Services, Leadership, Due Diligence, Executive Management, Banking, SEC filings, Mergers & Acquisitions, Change Management, Strategic Financial..., Risk Management, Internal Controls, Cash Management, US GAAP, Financial Reporting, Consolidation, Financial Risk, Capital Markets, Process Improvement, Business Analysis, Financial Planning
Education
Stephen F. Austin State University 1989 — 1993
BBA, Accounting
Deloitte & Touche LLP September 2007 - Present
Jefferson Wells International August 2006 - August 2007
IE-Engine, Inc. (now HighRoads) 2004 - 2005
ePostal Services, Inc. 2003 - 2004
Watson Wyatt Worldwide (now Towers Watson) 1999 - 2002
Maritz Performance Improvement Company 1995 - 1998
PHH Homequity 1993 - 1995
GE Capital 1989 - 1991
Merrill Lynch Relocation Management Inc. 1979 - 1987
Education
Springfield College 1972 — 1976
B.S., Economics & Political Science, cum laude
Wilton High School 1968 — 1972
Santander, New York Branch November 2014 - Present
Experis July 2014 - November 2014
ING Financial Services LLC February 2010 - July 2014
Jefferson Wells International July 2009 - February 2010
Fortis Bank January 2009 - June 2009
Fortis Bank January 2006 - December 2008
Fortis Bank July 2002 - December 2006
Societe Generale February 1996 - July 2002
Salomon Brothers February 1983 - February 1996
BNP May 1981 - July 1983
Skills
Operational Risk, Financial Risk, Auditing, Fraud, Enterprise Risk..., Business Continuity..., Internal Controls, Risk Assessment, Financial Analysis, Project Management, Anti-Fraud/Money..., Capital Markets, Structured Finance, Structured Products, Banking, Finance, Internal Audit, Investment Banking, Credit, Basel II, Business Continuity, Accounting, Securities, Operational Risk..., Credit Risk, AML, Financial Services, Due Diligence, Anti Money Laundering
Education
City University of New York-Herbert H. Lehman College 1975 — 1980
BS, Accounting
Healthagen February 2015 - Present
Population Health IT October 2014 - February 2015
ActiveHealth Management / Population Health IT August 2011 - October 2014
Sustainable Business Incubator (now Sustainable Business Accelerator) April 2011 - August 2011
Institute for Sustainable Development, Fairleigh Dickinson University July 2010 - August 2011
Sustainable Hamilton October 2009 - August 2011
Hamilton Technology Management LLC/GreenWords March 2008 - August 2011
Jefferson Wells International March 2004 - September 2009
Senior Partners Guild June 2003 - March 2004
Spherion Technology Services January 1999 - June 2003
Skills
Program Management, Governance, Strategy, Risk Management, Process Improvement, Business Process, Policy, SDLC, Proposal Writing, Business Process..., Business Analysis, PMO, Information Technology, Professional Services, Strategic Planning, Coaching, Project Management, Management Consulting, Management, Software Documentation, Editing, Quality Auditing, Project Planning, Business Development, Sustainable Business, Enterprise Risk..., Report Writing, IT Security Assessments, Operational Risk..., Information Security..., Risk Management..., Compliance Audits, Information Security..., IT Security Policies, Problem Solving, IT Security Best..., IT Security Operations, NIST 800-53, Plain Language, Persuasive Presentations, SSAE 16, Technology Research, Strategic Problem..., Climate Action Planning, Software Process..., Sales and Marketing..., Public Policy Research, Leadership, Consulting, IT Strategy
Education
New School University 1968 — 1972
MA
Queens College 1961 — 1965
BA
Honeywell International May 2007 - Present
Jefferson Wells International August 2005 - November 2006
US Department of Homeland Security September 2002 - May 2004
Irving Police Department (Tx) June 1981 - May 1990
Missoula County Sheriff's Dept (Mt) June 1972 - June 1981
Education
University of Montana 1974 — 1978
BA, Criminal Justice
Georgia State University 1971 — 1972
Criminal Justice
The Way International August 2015 - Present
Humana Government Business April 2010 - July 2015
Humana Inc March 2007 - June 2010
Humana Inc March 2006 - 2007
Humana March 2004 - March 2006
Continuing Education and Charitable Work September 2000 - August 2003
Crowe Chizeck 2003 - 2003
Jefferson Wells International May 1997 - September 2000
Kmart Corporation June 1995 - May 1997
Deloitte August 1983 - June 1995
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Risk Management, Information Security, Risk Assessment, Insurance, COBIT, Process Improvement, Internal Audit, Fraud, SDLC, Governance, Sarbanes-Oxley, Business Continuity
Education
University of Detroit Mercy School of Law 1981 — 1986
Jurist Doctorate, Business and Tax
Central Michigan University 1974 — 1980
Bachelors of Science, Majors: Accounting and Computer Science
Sacred Heart Academy
Keller Williams Tampa Properties September 2009 - Present
Mark Alan Salon February 2009 - September 2009
Jefferson Wells International January 2007 - January 2008
Kforce April 2004 - September 2006
Adecco Technical March 2003 - April 2004
Coldwell Banker October 2002 - March 2003
Village Realty Group August 2001 - October 2002
Education
Florida State University 1995 — 2000
Bachelor of Science, Real Estate
Handy Wacks Corporation October 2010 - Present
Davenport University September 2010 - Present
Cornerstone University November 1997 - Present
Grand Valley State University January 2014 - April 2015
Spring Arbor University December 2012 - February 2013
Jefferson Wells International July 2007 - October 2010
DECC Company November 2003 - May 2007
network180 June 2003 - November 2003
First Telecommunications December 2000 - March 2003
Ritchie & Associates October 1992 - July 1995
Skills
Cost Accounting, Month End Close, Forecasting, Fixed Assets, Profitability Analysis, Year End Close, Financial Reporting, Financial Analysis, PowerPoint, Account Reconciliation, SAP, Inventory Management, Physical Inventory, Banking Relationships, Internal Controls, Contract Review, Supplier Negotiations, Pricing Analysis, Accounts Receivable, Accounts Payable, Employment Law, Employee Benefits, 401k, Profit Sharing, Incentive Programs, Cash Management, Cash Flow, Customer Negotiations, Financial Accounting, Strategic Planning, Board Presentations, Cost Reduction, Employee Management, Consolidation, Lean Manufacturing, Six Sigma, Budgets, Public Speaking, Contract Negotiation, Leadership, Microsoft Excel, Training, Manufacturing, Management, Payroll, Human Resources, Risk Management, Auditing, Finance, Teaching
Education
Davenport University 2010 — 2012
Post-Graduate Certificate, Accounting, 4.0
Western Michigan University - Haworth College of Business 2000 — 2008
MBA, Management
Grand Rapids Theological Seminary 1991 — 1995
Master of Education, Education
Western Michigan University - Haworth College of Business 1986 — 1989
Bachelor of Business Administration, Accounting
Calhoun Area Vocational Center 1984 — 1986
2 yr certificate, Advanced Accounting
Orion Energy Systems February 2009 - December 2009
Jefferson Wells International March 2006 - November 2008
Johnson Polymer, LLC 2001 - 2006
Alterra Healthcare Corporation 1999 - 2001
Rockwell Automation 1991 - 1999
Andersen Consulting 1988 - 1991
Skills
Project Management, Business Intelligence, Process Improvement, ERP, Enterprise Architecture, Data Center, Strategic Planning, CRM, Strategy, IT Management, Business Process..., Business Analysis, Management, Information Technology, Vendor Management, Project Planning, Integration, Leadership, Disaster Recovery, SDLC, Analysis, Team Building, Data Warehousing, IT Strategy
Education
Boston University 2014 — 2014
CIO Pocket MBA Program, Executive Education
Milwaukee School of Engineering 1984 — 1988
BS, Industrial Engineering
Sutter Health September 2009 - Present
Omar-Hutton & Moss Consulting June 2006 - September 2009
LUCILE PACKARD CHILDREN’S HOSPITAL May 2008 - March 2009
JEFFERSON WELLS INTERNATIONAL June 2007 - April 2008
CEDARS-SINAI HEALTH SYSTEMS (CSHS) August 2006 - September 2007
Kaiser Foundation Health Plan July 2001 - July 2007
SOFTWARE911 INC. (ECRM HOSTING SERVICE ENTERPRISE) September 2000 - June 2001
United States Department of Defense June 1995 - June 2000
United States Department of Defense February 1994 - June 1995
Skills
DNS, AIX, Operating Systems, VPN, TCP/IP, HP-UX, Disaster Recovery, Security, Governance, Project Planning, Process Improvement, Information Security, IT Audit, Program Management, IT Management, Business Continuity, PCI DSS, CISSP, Internal Audit, CISA, Risk Management, Software Documentation, Risk Assessment, Information Technology, System Administration, Computer Security, Business Intelligence, IT Operations, HIPAA, Leadership, Information Security..., Networking, COBIT, Enterprise Risk..., Management, Enterprise Software, Outsourcing, Auditing, CISM, Privacy Law, Strategy, Training, Application Security, ITIL, Security Audits, ISO 27001, Vulnerability Management, Security Policy, Analysis, Incident Response
Education
Boston University 1987 — 1989
M.Ed
American Relight, Inc. April 2012 - Present
Pauma Band of Mission Indians July 2011 - April 2012
Pauma Band of Mission Indians October 2009 - July 2010
Equity Corporate Finance, Inc. July 2007 - May 2008
NS Microwave May 2006 - July 2007
Equities First Holdings LLC November 2005 - May 2006
Various October 2003 - November 2005
Servpro of West Oceanside April 2002 - September 2003
Jefferson Wells International 2000 - 2002
Fuji Foods U.S. Inc. August 1998 - April 2000
Skills
Accounting, Accruals, Depreciation, Year End Close, Month End, Business Taxes, Information Operations
Education
Metropolitan State University of Denver 1973 — 1978
B.S., Accounting
Ferndale High School, Ferndale, Michigan 1964 — 1968
Retired October 2013 - Present
DoD-Air Force (AFOTEC) September 2003 - October 2013
ROISC July 2002 - July 2003
Jefferson Wells International October 2002 - November 2002
Lucent Technologies ESS (INS) August 2000 - June 2002
DoD-Air Force December 1991 - July 2000
US Army March 1969 - July 1989
Skills
CISSP, Firewalls, Vulnerability Management, Network Security, Security, Security+, Penetration Testing, Vulnerability Assessment, Information Security, Software Installation, Air Force, DoD, Military, Information Assurance, Security Clearance, Computer Security, Program Management, IPS, Information Security..., DNS, Routers, Security Policy, Top Secret, Intrusion Detection, Operating Systems, NIST, Disaster Recovery, Networking, Solaris, CompTIA Security+, DIACAP, Cisco Routers, Servers
Education
St Martins College 1992 — 1994
BA
Pierce College 1991 — 1992
AAS
Financial & Accounting Professionals LLC June 1996 - Present
Corporate Offices International dba Weaver Family of Cos. June 2012 - December 2012
AIM Technical Consultants July 2010 - 2010
Jefferson Wells International January 2006 - 2007
Clark Schaefer Consulting 2004 - 2005
Nationwide Insurance Enterprises February 1996 - February 1997
Enron June 1993 - February 1996
Time Warner October 1990 - January 1993
Parms & Company CPA September 1988 - October 1990
Arthur Andersen LLP December 1984 - April 1988
Skills
Accounting, Internal Audit, Financial Reporting, Account Reconciliation, Process Improvement, Project Planning, Business Analysis, New Business Development, External Audit, Financial Analysis, Contract Recruitment, Business Strategy, Audit, Compliance Management, sox, human resources, professional placement, sales, Business Management, IT systems development..., Technical Writing, Teaching, Medicaid Managed Care, Title 20, Medicare/Medicaid..., USDA Food programs, Sales Tax
Education
Ashland University 1993 — 1995
emba, business Administration
College of Mount St. Joseph 1985 — 1986
ba, accounting
University of Cincinnati College of Business 1979 — 1984
ba, economics
Emerald Resource Group/ Progressive Insurance July 2014 - Present
Deloitte Consulting July 2010 - July 2014
FIT Technologies September 2007 - July 2010
SchoolOne July 2009 - June 2010
KPMG - BearingPoint January 2001 - September 2007
Jefferson Wells International 1997 - 2001
Equity Residential Properties Trust 1997 - 2001
Skills
Process Improvement, Program Management, Business Process, Management Consulting, Business Process..., Project Management, ERP, Change Management, PMP, Business Analysis, Management, Analysis, Strategic Planning, Business Intelligence, Cross-functional Team..., Team Leadership, Training, Business Development, Six Sigma, Project Planning, Budgets, PMO, SDLC, Software Documentation, Auditing, Software Project..., Team Building, Proposal Writing, CRM, Performance Management, Forecasting, SAP, French, Data Conversion, Human Resources, Operations Management, Start-ups, Enterprise Software, Recruiting, Requirements Analysis, Information Technology, Small Business, Organizational..., Mentoring, Financial Accounting, Audit Readiness, Entrepreneurship, Non-profit..., Contract Management, Talent Management
Education
Cleveland State University 1987 — 1989
Master of Accounting and Financial Information Systems, Accounting and Technology
Cleveland State University 1982 — 1984
Bachelor's degree in Accounting, Business Administration
Cuyahoga Community College 1980 — 1982
Transfer, General Business
Bellevue School District June 2013 - Present
Bellevue School District January 2011 - Present
PTSA September 2007 - Present
Bennett Elementary September 2008 - December 2012
Menomonee Falls Pre-school Co-op September 2007 - June 2008
Jefferson Wells International January 1999 - January 2001
ProStaff (now Kelly Services) January 1997 - January 1999
Skills
Microsoft Office, Recruiting, Human Resources, Montessori, Kindergarten, Teaching, Lesson Planning, Special Education, Curriculum Development, Classroom Management, Classroom, Elementary Education, K-12
Education
City University of Seattle 2010 — 2012
BA in Education, Elementary Education, Special Education, 3.8
Bellevue Community College 2009 — 2011
PNC Business Credit September 2013 - Present
ST Consulting, LLC May 2012 - September 2013
City of Milton, GA December 2011 - February 2012
Presidential Financial Corporation June 2006 - July 2011
Fortune Financial Group, LLC October 2010 - 2011
Ellison Boshell Salmon Tuller Kelley LLP January 2006 - March 2006
Jefferson Wells International March 2005 - August 2005
Georgia Department of Audits and Accounts July 2002 - March 2005
Skills
ACL, Excel, Auditing, Compliance Audits, Tax Preparation, Microsoft Excel, Internal Audit, Accounting, Leadership, Access Lists, Financial Reporting, GAAP, Financial Analysis, Quality Auditing, Business Analysis, Due Diligence, Volunteer Management, Monarch Pro, Event Planning, Data Analytics, Finance, Asset Based Lending, Mergers & Acquisitions, Internal Controls, Loans, Accounts Receivable, Factoring, General Ledger, Working Capital..., Analysis, Banking, Portfolio Management, Cash Flow, Credit, Accounts Payable, Tax, Account Reconciliation, Financial Statements
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
MBA, Accounting
Kennesaw State University - Michael J. Coles College of Business 2004 — 2005
MAcc, Accounting
Georgia Southern University 1998 — 2002
BBA, Accounting
ADP June 2014 - Present
ADP May 2010 - June 2014
JEFFERSON WELLS INTERNATIONAL November 2009 - March 2010
Alcatel-Lucent April 1996 - February 2008
AT&T January 1988 - March 1996
AT&T August 1991 - September 1992
Foster Wheeler April 1985 - December 1987
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Accounting
Craft Brew Alliance September 2007 - Present
Marchex January 2007 - September 2007
WatchGuard Technologies March 2006 - November 2006
Jefferson Wells, International January 2005 - February 2006
Washington Mutual Bank April 1999 - April 2003
Deloitte & Touche Resources Connection November 1996 - October 1999
Kueckelhan, Crutcher & Company January 1990 - June 1996
Skills
Internal Audit, Internal Controls, Risk Assessment, SOX, Sarbanes-Oxley Act, Corporate FP&A, Auditing, US GAAP
Education
Seattle Pacific University 1982 — 1986
Bachelor of Arts, Business Administration; Finance and Accounting
Kirsch CFO Advisor / Tatum CFO Partners February 2004 - Present
ALSTOM (originally a General Electric owned company) January 2002 - March 2004
Jefferson Wells International January 2000 - January 2002
Home Care Concepts of America January 1996 - January 1999
Skills
Mergers, Business Strategy, Budgets, IT Management, Administrative Work, Financial Reporting, Managerial Finance, Forecasting, Due Diligence, Acquisition Integration, Accounting, Mergers & Acquisitions, Management Consulting, Strategic Financial..., Cash Flow, Manufacturing, Finance, Management, Strategy, Restructuring, Auditing, Business Process..., Business Planning, Leadership, Private Equity, Analysis, Financial Modeling, Consolidation, Strategic Planning, Income Statement, Working Capital..., Business Valuation, Corporate Finance, Cash Management, Executive Management, SEC filings, Treasury Management, P&L, Financial Analysis, Revenue Recognition, Financial Accounting, Financial Audits, Business Development, Risk Management
Education
DREXEL UNIVERSITY 1992 — 1995
MBA
Pennsuken
West Chester University
BS
Bank of America August 2015 - Present
Bank of America June 2006 - Present
US Trust a Bank of America Co June 2006 - Present
LaSalle Bank June 2006 - December 2007
Chase / Bank One / First Chicago / American National Bank 1980 - 2007
Jefferson Wells International August 2004 - May 2006
BankOne/First Chicago 1980 - 2004
Bank One 1980 - 2004
Education
DePaul University 1999 — 2004
liberal arts
Johnson Controls October 2012 - Present
Robert Half International October 2011 - November 2012
Titus January 2010 - August 2011
Independent June 2008 - January 2010
Jefferson Wells International January 2002 - July 2008
ProVantage February 1998 - July 2001
Highland Insurance Group February 1997 - February 1998
Ameritech March 1988 - March 1997
Ameritech 1995 - 1997
Skills
Change Management, Project Management, Management Consulting, Billing Operations, Business Process..., Telecommunications..., Budgets, Process Improvement, PMP, Integration, Cross-functional Team..., Internal Audit, Financial Analysis, Strategic Planning, Management, Accounting, Auditing
Education
Project Management Institute 2007 — 2009
PMP, Certification
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1990
MBA, Finance and Management
Northern Illinois University 1979 — 1983
BS, Finance
Glenbard East High School 1975 — 1979
Berkeley Research Group LLC June 2014 - Present
Information Systems Security Association (ISSA) January 2013 - Present
ISACA Greater Houston Chapter May 2012 - Present
University of Houston January 2007 - Present
IIA Houston Chapter April 2011 - May 2014
UHY Advisors November 2006 - May 2014
GCRM Solutions, LLC August 2004 - November 2006
Jefferson Wells International October 2002 - June 2004
Daman Consulting January 2001 - October 2002
Compaq 1998 - 1998
Skills
PCI DSS, Information Security..., Security, Enterprise Risk..., Governance, Sarbanes-Oxley Act, Business Intelligence, Management, Management Consulting, Consulting, Internal Audit, CISA, Leadership, Strategy, Business Process, IT Audit, Auditing, Internal Controls, Executive Management, Information Technology, CISSP, IT Strategy, Program Management, COBIT, Financial Risk, Mergers & Acquisitions, Risk Assessment, Data Mining, Enterprise Software, Data Analysis, Analytics, Business Process..., Finance, Business Continuity, Due Diligence, Information Security, Hyperion Enterprise, Data Warehousing, HITRUST
Education
University of St. Thomas, Cameron School of Business 1997 — 1998
Master of Science, International Business
University of St. Thomas, Cameron School of Business 1995 — 1997
MBA, Marketing
Southwestern University 1985 — 1987
University of Houston
BBA, Accounting
PLS Financial Services August 2012 - Present
Financial Executives International July 2014 - Present
Usher & Associates, LLC 2009 - August 2012
Jefferson Wells International 2005 - 2009
The Johnsson Group 1997 - 2005
VisionTek 1995 - 1997
W.W. Grainger, Inc. 1987 - 1995
Kearney National 1984 - 1986
Alberto-Culver Company 1979 - 1984
Arthur Andersen & Co. 1974 - 1979
Skills
SOX, Financial Reporting, Internal Audit, Financial Management, GAAP, Executive Management, Process Improvement, Financial Analysis, Accounting, Forecasting, Acquisition Integration, Budgeting, Compliance, Change Management, Financial Planning, SEC reporting, Risk Management, Manufacturing, Team Building, Management Consulting, Financial Modeling, Business Process..., Internal Controls, Business Planning, Six Sigma, Private Sector, Private Equity, Association Management, Business Integration, Start-ups, Business Services, Systems Conversions, Budgets, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Financial Audits, Auditing, Cost Accounting, Financial Accounting, Cash Flow, Finance, Leadership, Cash Management, SEC filings, Variance Analysis, Business Strategy, Restructuring, Financial Services, Due Diligence
Education
Quincy University 1970 — 1974
B.S., Accounting
National Bureau of Property Administration / Specialty Advisors LLC July 2011 - Present
Century 21 Alliance July 2005 - January 2014
Jefferson Wells International August 2008 - April 2011
The Gelber Organization February 2003 - August 2008
Dryden Advisory Group, LLC January 1998 - February 2003
Skills
Marketing, Management, Selling, Sales, Marketing Strategy, Market Research, Strategic Planning, Cold Calling, Customer Service, Business Development, Tax, Finance, Recruiting, Real Estate, Business Strategy, Tax Accounting, Sales Management, Fundraising, Management Consulting, Operations Management, Mergers & Acquisitions, Leadership, Accounts Payable, Income Tax
Education
La Salle University 1990 — 1995
Bachelor of Arts, Sociology
Malvern Preparatory School 1986 — 1990
CFO Link LLC July 2010 - Present
Thorpe Advisory Services LLC July 2010 - Present
QuadraMed Corporation 2008 - 2010
Grant Thornton December 2007 - September 2008
GR Consulting February 2005 - November 2007
Jefferson Wells International 2004 - 2005
IKON Office Solutions 1999 - 2004
PricewaterhouseCoopers 1996 - 1999
Deloitte & Touche 1989 - 1996
International Sales 1986 - 1988
Skills
Change Management, Sarbanes-Oxley Act, Shared Services, Risk Management, Internal Audit, Corporate Governance, Finance, Auditing, Business Process..., Mergers, Financial Reporting, Accounting, Internal Controls, Acquisition Integration, Budgets, Business Development, Business Planning, Business Process, Business Process..., CPA, CRM, Cash Flow, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Executive Management, Financial Accounting, Financial Analysis, Financial Modeling, Financial Risk, GAAP, Governance, Leadership, Management, Management Consulting, Managerial Finance, Operations Management, Policy, Process Improvement, Restructuring, Sarbanes-Oxley, Strategic Financial..., Strategy, Team Leadership, US GAAP, Mergers & Acquisitions
Education
Washington State University 1977 — 1979
MBA
Pacific Union College 1968 — 1975
BS
Experis May 2012 - Present
Accretive Solutions November 2010 - January 2012
Adams Harris, Inc. November 2009 - September 2010
Jefferson Wells International February 1997 - June 2009
American Express Tax and Business Consulting Services July 1995 - February 1997
Education
Michigan State University
B.S. Accounting
Randle & Associates CPAs, LLC June 2011 - Present
Accredited Environmental Consultants, LLC October 2008 - January 2011
City of St. Louis January 2008 - August 2008
Resources Global Professionals October 2004 - December 2006
K-Force Consulting September 2003 - October 2004
Jefferson Wells International February 2002 - February 2003
City of St. Louis August 2000 - February 2002
Kellwood Company November 1996 - November 1998
Bunzl USA November 1995 - November 1996
Deloitte & Touche LLP September 1993 - November 1995
Skills
SOX, Internal Audit, Internal Controls, Audit, Auditing, Compliance, COSO, External Audit, Compliance Audits, Sarbanes-Oxley, Financial Audits, GAAP, Enterprise Risk..., Finance, Financial Accounting, Fraud, Sarbanes-Oxley Act, Quality Auditing, Financial Reporting, IT Audit, Accounting, Risk Assessment, Analysis, Accounts Payable, Due Diligence, Financial Analysis, SAP, Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Accounting
Southern Illinois University, Edwardsville
BS, Accountancy
Citi December 2014 - April 2015
Bazilio, Cobb & Associates, PC December 2009 - December 2014
various August 2006 - December 2009
Milberg Weiss Bershad & Schulman LLP July 2003 - August 2006
Anthony Gillio PA February 2002 - July 2003
MetLife 2000 - 2002
Jefferson Wells International 1999 - 2000
various 1993 - June 1999
H.M. Einschlag, CPA January 1987 - August 1987
Sea-Land Corporation 1984 - 1987
Skills
FCPA, Fraud, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Internal Controls, Corporate Governance, Forensic Accounting, Risk Assessment, Financial Risk, Accounting, GAAP, Operational Risk, Operational Risk..., Auditing, COSO, Financial Analysis, KYC, Risk Management, SEC filings, Banking, Mergers & Acquisitions, Bank Secrecy Act, OFAC, Financial Reporting, USA PATRIOT Act, Finance, Financial Audits, Governance, Financial Services, Anti-corruption, Sarbanes-Oxley
Education
San Diego State University-California State University 1990 — 1993
MBA, Finance
University of San Diego School of Law 1987 — 1990
JD, Law
University of San Diego School of Law 1988 — 1988
Diploma, International Business
Fairleigh Dickinson - Teaneck, NJ 1978 — 1983
BS, Accounting
99 Cents Only Stores November 2006 - August 2008
Jefferson Wells International February 2005 - November 2006
Los Angeles County Metropolitan Transportation Authority January 1900 - April 2005
Los Angeles County Metropolitan Transportation Authority January 1990 - January 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Governance, IT Strategy, Management, Security, Internal Controls, IT Audit, Program Management, Project Management, Strategy, Process Improvement, SDLC, Change Management, Budgets, Strategic Planning, Accounting, Analysis, Project Planning, Financial Analysis
Education
California State University-Dominguez Hills 2009 — 2011
Certificates in Accounting and Project Management, Accounting and Project Management
University of Phoenix 2007 — 2008
MBA, BUSINESS, 3.
Resources Global Professionals September 2011 - Present
DLS Consulting February 2009 - Present
RSM McGladrey February 2008 - February 2009
Morris Anderson September 2007 - December 2007
Jefferson Wells 1998 - 2007
Jefferson Wells International 1998 - 2007
AW Mendenhall May 1989 - May 1994
Checkers, Simon & Rosner December 1980 - May 1989
Skills
Acquisition Integration, Project Management, Business Process..., Due Diligence, Cash Flow Forecasting, Sarbanes-Oxley Act, Organizational Learning, Forecasting, Analysis, Finance, Accounting, Bankruptcy, Budgets, Business Analysis, Business Development, Business Planning, Business Process, Business Strategy, Cash Flow, Cash Management, Consolidation, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, GAAP, Governance, Internal Controls, Leadership, Management Consulting, Managerial Finance, Mergers, Mergers, Process Improvement, Reorganisation, Restructuring, Risk Management, Start-ups, Strategy, US GAAP, Variance Analysis
Education
Lewis University 1973 — 1976
BA, Accounting & Finance
CEVA Logistics January 2015 - Present
Pacific Management Enterprises November 2011 - December 2014
CEVA Logistics August 2010 - November 2011
RoadLink January 2008 - December 2009
Maersk Logistics - Hudd Distribution 2005 - 2008
The Home Depot 2003 - 2005
The Home Depot 2002 - 2003
Experian 2002 - 2002
Jefferson Wells International 2000 - 2001
Ryder 1997 - 2000
Skills
3PL, Contract Negotiation, Team Building, Budgets, Project Management, Procurement, Financial Modeling, Due Diligence, Marketing Strategy, Market Entry, Warehousing, Transportation, Forecasting, Process Improvement, Logistics, Supply Chain, Management
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
MBA
California State Polytechnic University-Pomona 1989 — 1992
BS, Business Administration
ARTHUR W. GRANT CONSULTING February 2006 - Present
ARTHUR W. GRANT CONSULTING January 2006 - Present
ARTHUR W. GRANT CONSULTING October 2001 - Present
CALLAWAY PARTNERS February 2004 - February 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - January 2001
CONCESSIONS INTERNATIONAL November 1996 - August 1999
PREMARK INTERNATIONAL, INC January 1994 - January 1996
PREMARK INTERNATIONAL, INC January 1993 - January 1994
PREMARK INTERNATIONAL, INC January 1990 - January 1993
KPMG January 1987 - January 1990
Education
Loyola University Chicago 1983 — 1987
B.B.A.
The University of Memphis 1979 — 1982
OpenSky Corp August 2014 - Present
Coalfire November 2012 - June 2014
ZeroPoint Risk Research, LLC August 2009 - November 2012
Jefferson Wells International March 2005 - June 2009
Project Control Companies January 2004 - January 2005
Mellon Financial Corporation August 1999 - January 2004
USTrust Corporation December 1996 - July 1999
Coopers & Lybrand December 1995 - November 1996
Babson College Office of Development August 1994 - November 1995
Thomson Financial Services September 1988 - June 1992
Skills
IT Audit, Sarbanes-Oxley Act, IT Risk Management, Information Security, GRC, Internal Audit, Privacy Law, Enterprise Risk..., CISA, Risk Management, Sarbanes-Oxley, Risk Assessment, COBIT, Governance, Security, PCI DSS, Disaster Recovery, Internal Controls, Vendor Management, Data Security, GLBA, Cloud Computing, Management Consulting, Information Security..., Business Continuity..., Data Center, Business Continuity, ISO 27001, Business Process..., Security Audits, Vulnerability Assessment, Management, Business Process, Strategic Planning, IT Strategy, Penetration Testing, Process Improvement, SDLC, IT Controls, Risk Analysis, IT Management, Analysis, NIST, QSA, Financial Risk, Auditing, Information Technology, Payment Industry, SAS70, CISSP
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA, Business Administration and Management, General
Colgate University 1984 — 1988
BA, Computer Science, Religion
William H. Hall High School 1980 — 1984
PepsiCo May 2015 - Present
PepsiCo January 2014 - Present
PepsiCo - Frito Lay January 2013 - January 2014
HRsmart September 2010 - December 2012
HRsmart, Inc September 2009 - October 2010
HRsmart, Inc. October 2007 - September 2009
Jefferson Wells International July 2005 - October 2007
Washington Mutual January 2003 - June 2005
Skills
Business Analysis, Business Process, Team Building, Mentoring, Business Communications, Technical Communication, Learning Management, Manage Teams, Functional..., Human Resources, Team Management, Change Management, Project Management, Leadership, Talent Management, Process Improvement, Management, Training, Cross-functional Team..., Succession Planning, Strategy, Applicant Tracking..., Team Leadership, Performance Management, Program Management, Customer Satisfaction, Personnel Management, CRM, Product Management, Organizational..., Software Documentation, Consulting, Vendor Management, Employee Training, Talent Acquisition, Onboarding, Business Process..., HRIS, SaaS, Employee Relations, Recruiting, Career Development, Employee Benefits, Employee Engagement, Interviews, PeopleSoft, Workforce Planning, Leadership Development, Sales, Deferred Compensation
Education
Abilene Christian University 2014 — 2016
Master's Degree, Organizational Development
Texas A&M University 1998 — 2002
Bachelors of Science, Psychology
Air Transport Services Group, Inc. April 2008 - Present
Ohio Casualty Group 2005 - 2007
Jefferson Wells International 1999 - 2005
Jefferson Wells 1999 - 2005
Sears 1974 - 1998
TG&Y Stores & Co September 1969 - September 1974
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Accounting, Sarbanes-Oxley, Auditing, Financial Analysis, Management, Enterprise Risk..., Process Improvement, Financial Reporting, Financial Audits, COSO, General Ledger, SAS70, US GAAP, Financial Accounting, Analysis, Budgets, Risk Management, Business Process...
Education
Brigham Young University 1977 — 1979
BS, Accounting
Grossmont College 1970 — 1975
accounting, drama
Granite Hills High School 1965 — 1969
Tatum, a Randstad Company November 2006 - Present
The Controller Group October 2005 - September 2006
UT Southwestern April 2003 - September 2005
Jefferson Wells International March 1998 - March 2003
HD Vest August 1995 - February 1998
Skills
Interim Management..., CFOs, Part-Time CFO Services, CIOs, CIO Advisory Services, System Implementations, Controllership Functions, Treasury Management, Mergers & Acquisitions, Process Improvement, Financial Analysis, Strategy, Management, Sarbanes-Oxley Act, Strategic Planning, Business Development, Finance, Leadership, Internal Controls, Consulting, Mergers, Accounting, Risk Management, Restructuring, Executive Management, Business Strategy, Financial Modeling, Acquisition Integration, Financial Reporting, Management Consulting, Business Process..., Internal Audit, SEC filings, Financial Services, IPO, Due Diligence, Budgets, IT Strategy, Cost Accounting, Projects
Education
Baylor University 1988 — 1993
BBA, Accounting
Phoenix Christian HS 1984 — 1988
WestRock Company August 2015 - Present
The Brickman Group July 2013 - July 2014
Angelica Corporation February 2006 - July 2013
Schweitzer-Mauduit International, Inc. (NYSE: SWM) August 2004 - February 2006
Mariner Health Care January 2003 - August 2004
Jefferson Wells International July 2002 - January 2003
Arthur Andersen, LLP August 2000 - July 2002
CompUSA, Inc. December 1998 - June 2000
Quill Advertising & Interactive September 1994 - December 1998
Examination Management Services, Inc. (EMSI) June 1993 - September 1994
Skills
Accounts Payable, Internal Controls, CPA, Financial Audits, Management, Strategic Financial..., Finance, Management Accounting, Financial Statements, GAAP, External Audit, ADP Payroll, Business Process..., Coaching, Leadership, Leadership Development, Strategy, Analysis, Financial Accounting, Variance Analysis, Account Reconciliation, Fixed Assets, Tax, Internal Audit, Process Improvement, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Budgets, Accounting, Strategic Planning, Financial Planning, Mergers & Acquisitions, Team Building, Financial Reporting, SEC Filings, Financial Modeling, Budgeting, Training, Contract Negotiation, Acquisition Integration
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
Company Confidential December 2014 - Present
Citi May 2011 - December 2014
Experis/Jefferson Wells November 2010 - May 2011
Safra February 2009 - October 2010
Jefferson Wells International July 2006 - February 2009
Verizon Wireless 1997 - 2006
Skills
Enterprise Risk..., Information Security..., Business Continuity, Disaster Recovery, Physical Security, Data Privacy, IT Audit, Security, CISSP, CISA, CGEIT, Governance, Risk Assessment, Security Architecture..., IT Risk Management, Information Security, ITIL, Penetration Testing, Enterprise Software, ISO 27001, Auditing, SAS70, Financial Risk, Information Technology, Vulnerability Assessment, Data Center, Program Management, Risk Management, Management, Firewalls, Sarbanes-Oxley, SDLC, Integration, PCI DSS, Privacy Law, Computer Forensics, Computer Security, Security Audits, Identity Management, IDS, Business Continuity..., Network Security, Intrusion Detection, COBIT, Information Assurance, Sarbanes-Oxley Act, Vulnerability Management, Data Security, Security Awareness, CISM
Education
New Jersey Institute of Technology
Master of Science (MS), Engineering/Industrial Management
In Transition July 2015 - Present
North Highland April 2014 - Present
Global Heart Ministries June 2012 - Present
Association for Corporate Growth June 2009 - Present
Austin Street Center 2015 - 2015
BBVA Compass April 2011 - August 2014
Perficient February 2012 - April 2014
Tatum February 2005 - February 2012
North Dallas Chamber of Commerce 2007 - 2011
Jefferson Wells International February 2002 - March 2004
Skills
Organizational..., Change Management, Executive Coaching, Professional Services, Coaching, Business Development, Strategy, Team Building, Leadership, Leadership Development, Management, Mergers & Acquisitions, Executive Management, Budgets, Strategic Planning, Program Management, IT Strategy, Business Strategy, Entrepreneurship, Networking, CRM, Consulting, Training, Project Planning, Management Consulting, P&L Management, Business Process..., Marketing, Acquisition Integration, Start-ups, Business Planning, Cross-functional Team..., Process Improvement, Strategic Partnerships, Project Management, Operations Management
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Finance
Baylor University 1976 — 1980
BBA, Economics and Management
Morgan Stanley Private Bank May 2015 - Present
Financial Institution Compliance Consultant - Global March 2015 - Present
Perficient April 2014 - February 2015
Landesbank Baden December 2010 - November 2012
Arab Bank, New York Agency April 2007 - December 2010
Genworth Financial, Inc December 2004 - March 2007
National Bank of Egypt March 2002 - December 2004
Jefferson Wells, International April 2000 - September 2001
Banco de la Provincia de Buenos Aires February 1999 - April 2000
Emigrant Savings Bank May 1994 - January 1999
Skills
AML, Compliance, Banking, KYC, USA PATRIOT Act, OFAC, Bank Secrecy Act, BSA, Executive Management, Experienced Surety..., Risk Assessment, Onboarding, Certified Firearms..., Range Safety Officer, Due Diligence, Corporate Governance, Private Banking, Trade Finance, Sanction, Transaction Processing, Securities, Financial Risk, Policy, Compliance Training, Operational Risk..., CAMS, Financial Regulation, Financial Institutions, Banking Law, Correspondent Banking, Suspicious Activity..., Legal Writing, Financial Services, Compliance Consulting, Compliance Testing, FCPA, Remediation, CRCM, Certified Anti-Money..., Certified Regulatory..., Enterprise Risk..., Anti Money Laundering, Compliance Remediation, SWIFT payments, Private Investigations, Regulations, CFCS, Certified Financial..., CFCs, Management Consulting
Education
Pace University 1981 — 1984
BS, Business Science
Federal Reserve Board's Compliance Examinations School 1998 — 1998
Compliance Examinations Certificate, Compliance Examinations
American Bankers Association's National Graduate Compliance School - University of Oklahoma
C2C Business Solutions September 2012 - Present
GLG (Gerson Lehrman Group) July 2015 - Present
Guidepoint July 2015 - Present
Atos May 2013 - March 2015
Dell May 2009 - February 2013
Dell July 2005 - May 2009
Getronics January 2003 - July 2005
Jefferson Wells International June 2002 - January 2003
Celestica January 2001 - June 2002
Dell Financial Services L P January 1999 - January 2001
Skills
Analytics, Asset Managment, Bookkeeping, Business Development, Business, Customer Service, Contractors, Data Center, Entrepreneurship, Economics, Financial Risk, General Ledger, Hardware, Internet, Innovation, Invoicing, Key Account Management, Knowledge Management, Key Performance..., Key Account Development, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, Modeling, Negotiation, New Business Development, Contract Negotiation, Social Networking, Office Management, Organization, Business Objects, IT Operations, PowerPoint, Problem Solving, Strategic Planning, Pricing, Restructuring, Visio, Coordination, Data Warehousing, Disaster Recovery, E-Learning, Governance, Network Security, Outsourcing, Sourcing, Strategy, Financial Reporting
Education
University of Massachusetts at Lowell 2015 — 2018
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at San Antonio 1990 — 1994
Bachelor's Degree, Accounting
Iona College 1989 — 1990
Consultant July 2013 - Present
Copper Hills LLC January 2013 - Present
AZ Enterprise Risk Management Consulting September 2008 - Present
First American Title March 2011 - October 2012
AST Capital Trust Company / Wilmington Trust November 2004 - August 2008
Robert Half Finance & Accounting June 2004 - November 2004
JEFFERSON WELLS INTERNATIONAL December 2002 - April 2004
Union Bank (subsidiary of Mitsubishi UFJ Financial Group) August 2001 - November 2002
Private consulting company serving international banking organizations and the Federal Reserve Bank February 1999 - August 2001
Toyo Trust & Banking Co. LTD. / Mitsubishi UFJ Financial Group October 1994 - February 1999
Skills
Enterprise Risk..., IT Audit, COSO, Auditing, AML, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Operational Risk..., Internal Controls, Treasury, Fraud, Risk Management, Quality Auditing, Governance, Business Continuity, OFAC, Business Process..., Banking, Financial Services, Corporate Governance, Due Diligence, Operational Risk, Process Improvement, Management Consulting, Business Process Mapping, Vendor Management, ALCO, Liquidity Analysis, Liquidity Risk, RAROC, ALLL, FDICIA, COSO Framework, Risk Based Audits, IIA Standards, SSAE16, COSO ERM, 404 Compliance, Regulatory Capital, Federal & State..., Finance, Strategy, Loans, Management, Anti Money Laundering, SSAE 16
Education
Arizona State University, Ira A. Fulton School of Engineering
Certified
Arizona State University, W. P. Carey School of Business
Bachelor's Degree
Capital One Auto Finance May 2011 - Present
Jefferson Wells International July 2005 - April 2011
Cinergy 2004 - 2005
Deloitte & Touche 1998 - 2002
Education
University of Michigan - College of Engineering 2009 — 2010
Six Sigma BlackBelt Certification, Transactional Services
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance
Western Michigan University - Haworth College of Business 1992 — 1997
BBA, Accounting
Alsbridge July 2015 - Present
Xerox January 2014 - Present
IBM 2012 - 2014
Hewlett-Packard Company 2010 - 2012
Jefferson Wells International 2003 - 2010
Mintz & Partners LLP 2002 - 2003
Staples Advantage 1998 - 2000
Deloitte January 1993 - June 1998
Skills
Software Procurement, Outsourcing, ERP, Sales Operations, Internal Audit, Accounting, CRM, Selling, Strategy, Solution Selling, Sales Process, Business Development, Business Process..., Security, International Sales, Accounts Payable, Cost Accounting, BPO, Outsourcing Management, Accounts Receivable, Forecasting, Strategic Partnerships, Finance, Management, Consultative Selling, Outsourcing Advisory, Management Consulting, Mergers, Leadership, Consulting, Professional Services, Enterprise Software, Executive Management, Process Improvement, Business Process
Education
Boston University - School of Management
Executive Masters of Business Administration (EMBA), Business Administration
Boston University - School of Management 2013 — 2013
Advanced Sales Leadership Program, Business Development / Sales
University of Waterloo 1993 — 1997
BA, Chartered Accountancy Studies
University of Toronto 1985 — 1989
Hons B.A., Arts
Richview Collegiate 1980 — 1985
General Degree, General Studies
Cyber Risk Opportunities, LLC June 2015 - Present
Domestic Abuse Women's Network (DAWN) June 2014 - Present
Expeditors International August 2010 - June 2015
PEMCO October 2005 - July 2010
PEMCO Corporation October 2003 - October 2005
Norwich University July 2004 - September 2004
Jefferson Wells International October 2002 - September 2003
Cable & Wireless America May 2002 - October 2002
Digital Island February 2001 - May 2002
SRI Consulting September 1997 - February 2001
Skills
Security, Information Security, Computer Security, CISSP, Network Security, Information Technology, Management, Information Security..., Security Audits, Leadership, Integration, Enterprise Architecture, Vulnerability Assessment, Business Continuity, Risk Management, Project Management, Disaster Recovery, Cross-functional Team..., Enterprise Software, PCI DSS, Security Awareness, Strategy, Governance, Vulnerability Management, Change Management, IT Management, Risk Assessment, IT Audit, Information Assurance, ISO 27001, ITIL, Infrastructure, IT Strategy, Business Process, Security Management, IT Operations, Security Architecture..., Identity Management, Penetration Testing, Firewalls, Web Application Security
Education
Technology Executive Leadership Academy 2010 — 2010
Certificate, IT Executive Leadership
Seattle University 2007 — 2008
Certificate, Executive Leadership Program (ELP)
Troy State University 1993 — 1995
MS, Management
University of Tampa 1988 — 1990
BS, Computer Information Systems
Green River Community College 1986 — 1988
Liberal Arts
Boeing April 2006 - Present
BOEING CORPORATION January 2009 - December 2011
BOEING CORPORATION April 2006 - July 2007
JEFFERSON WELLS INTERNATIONAL September 2004 - April 2006
IBM December 1999 - April 2003
National Data Corporation May 1999 - December 1999
Motorola Inc. January 1998 - May 1999
Motorola Inc. January 1995 - January 1998
Motorola Inc. January 1991 - December 1994
AMOCO OIL PETROLEUM CORPORATION January 1990 - January 1991
Skills
Integration, SDLC, Risk Management, Business Process, Security, IT Strategy, Project Management, Governance, Vendor Management, IT Audit, IT Operations, Disaster Recovery, PMP, Management, CISA, Information Security..., Project Portfolio..., Leadership, Program Management, Quality Assurance, Process Improvement, Project Planning, Outsourcing, Strategic Planning, Sarbanes-Oxley Act, Service Delivery, Enterprise Architecture, Business Development, Software Documentation, Data Center, IT Service Management, Management Consulting, PMO, Strategy, Data Warehousing, Business Analysis, IT Management, Infrastructure, ITIL, Business Process..., Operations Management, Information Technology, Change Management, Information Security, CISSP, Business Continuity, Oracle, IT Governance, Risk Mitigation, Cross-functional Team...
Education
Washington University in St. Louis 2010 — 2013
Master's Degree, Project Management
Washington University in St. Louis 2010 — 2010
Certificate, ITIL V3 Intermediate Service Delivery Mgmt
Washington University in St. Louis 2009 — 2009
Certificate, ITIL Foundation V3 Certified
Thunderbird School of Global Management 1997 — 1998
Certificate, International Business
Webster University 1987 — 1989
M.A., Computer Resource Management
University of Missouri-Saint Louis 1980 — 1984
B.A., General Business and MIS
Control Data Institute 1981 — 1982
Certificate, Programming and Operations Mgmt
Culver Stockton College 1977 — 1978
NA, General Business
AIG August 2010 - Present
UBS Investment Bank October 2006 - November 2007
Merrill Lynch April 2005 - June 2006
JEFFERSON WELLS INTERNATIONAL February 2004 - April 2005
AMERICAN EXPRESS COMPANY July 1999 - April 2002
Skills
Business Analysis, Program Management, SDLC, Leadership, Project Management, Analysis, Agile Methodologies, Business Process..., Finance, IT Management, Insurance, Management, Analytics, Property, PMO, Risk Management, Underwriting, Reinsurance, Strategy
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Investment Management
St.Petersburg State Economics Academia 1988 — 1993
Bachelor's Degree, Bachelor of Science in Information Systems
ICS Risk Advisors November 2013 - Present
Garden City Group August 2010 - November 2013
DLA 2008 - 2010
Jefferson Wells International 2007 - 2008
Broadridge 2007 - 2007
KPMG 1999 - 2003
The Royal Bank of Scotland 1995 - 1999
Skills
Proficent using..., Strong US GAAP..., Experience in..., Modeling COSO Internal..., Internal Controls, Accounting, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Analysis, Analysis, Financial Reporting, Corporate Governance, Sarbanes-Oxley, GAAP, Risk Assessment, Due Diligence, Variance Analysis, Finance, Training, US GAAP, Software Documentation, Financial Services, Risk Management, Business Analysis, Enterprise Risk..., Tax, IT Audit, Fraud
Education
Dowling College
B.B.A., Accounting
Weinstein & Formanek CPA's February 2015 - Present
Capital Financial Management February 2010 - Present
Jewish Board of Family and Children's Services & Monarch Welath Management January 2009 - February 2014
Monarch Wealth and Business Management February 2009 - July 2009
Mottell & Kluge/Paul Wasserman CPAs November 2007 - December 2008
Marks Paneth LLP August 2006 - May 2007
Jefferson Wells International September 2005 - May 2006
Retained for tax accounting & auditing roles by PepsiCo, Pepsi Bottling, Prudential, NYC CPA Firms January 1998 - August 2003
Skills
Accounting, Tax, QuickBooks, Auditing, Sarbanes-Oxley Act, Tax Preparation, Bookkeeping, Financial Reporting, Account Reconciliation, Corporate Tax, Income Tax, Multi-state tax returns, Tax Accounting, ProSystem fx Tax, RIA, Corp Tax, Fast Tax, Microsoft Excel, Lacerte, GoFileRoom, TaxStream, Quicken, ProSeries, International Tax, Gift Tax, Trusts, High Net Worth..., Partnership Taxation, Fixed Asset Depreciation, FAS109, Not for Profit, Consolidated Returns, Private Foundations, Estimates, Accounting System..., Income Tax Planning, Internal Processes &..., Tax Research &..., Ledger Analysis & Input, Consolidated Financial...
Education
SUNY Albany & Queens College 2002 — 2003
Accounting
Fordham University - Graduate School of Business Administration 1994 — 1996
MBA program
Pace University 1986 — 1988
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Accretive Solutions (formerly Horn Murdock Cole) September 2004 - Present
Institute of Internal Audit June 2009 - Present
Institute of Internal Audit - Atlanta Chapter June 2009 - May 2012
Jefferson Wells International 1999 - 2003
Bank of America 1995 - 1999
Bank of America 1986 - 1995
United States Air Force 1981 - 1985
Skills
Banking, Sarbanes-Oxley Act, Insurance, Sales Growth, Portfolio Management, Asset Managment, Creativity, Financial Services, Skilled Relationship..., Leadership, Internal Audit, Asset Management, Mergers & Acquisitions, Finance, Accounting, Strategy, Outsourcing, Consulting, Executive Management, Business Process..., Enterprise Risk..., Risk Management, Management Consulting, Business Transformation, Financial Reporting, Financial Analysis, Due Diligence, Internal Controls, Managerial Finance, Financial Risk, Auditing, Acquisition Integration, SEC filings, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Strategic Financial..., Governance, Business Development, Corporate Finance, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA, MBA
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration, Finance
IT Global Services LLC February 2014 - Present
Hewlett Packard December 2011 - Present
IT Global Services LLC 2014 - 2014
Hewlett Packard 2013 - 2014
IT Global Services LLC November 2008 - December 2011
Jefferson Wells International August 2004 - November 2008
AEGON Direct Marketing Services May 2003 - July 2004
Skills
Information Security..., IT Audit, PCI DSS, Information Security, Project Management, Internal Audit, CISM, Governance, Information Technology, ISO 27001, GLBA, Data Center, Vulnerability Assessment, Cloud Computing, Financial Risk, Business Continuity, Integration, Consulting, Process Improvement, Privacy Law, IT Strategy, Auditing, Start-ups, Program Management, Vulnerability Management, Management, PMP, Business Process..., IT Management, Security
Education
Cheyney University of Pennsylvania 1972 — 1974
B. S., Marketing & Management
Quorum Business Solutions September 2013 - Present
URSA Resources Group II November 2012 - Present
Accretive Solutions July 2012 - Present
Adams Harris October 2011 - July 2012
UHY Advisors January 2002 - September 2011
Bolo Systems, Inc. 2007 - 2008
Jefferson Wells International 1999 - 2002
Fina Oil and Chemical 1997 - 1999
Total Exploration and Production 1997 - 1999
Total E&P 1995 - 1997
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, SEC filings, Tax, Forecasting, Process Improvement, Corporate Finance, US GAAP, ERP, Consolidation, Strategic Financial..., GAAP, Financial Accounting, Hyperion Enterprise, Variance Analysis, Financial Audits, Analysis, Accounts Payable, Fixed Assets, Account Reconciliation
Education
University of Louisiana at Lafayette 1980 — 1983
MBA
The University of Texas at Arlington - College of Business 1973 — 1975
BBA
Texas A&M University 1971 — 1973
George Eshelman, CPA December 2008 - Present
E&C Business Advisors, LLC December 2008 - 2009
Jefferson Wells International 2004 - 2004
Skills
Internal Controls, Internal Audit, SOX, Certified Fraud Examiner, Financial Modeling, Audit, Financial Reporting, External Audit, GAAP, US GAAP, Financial Analysis, Auditing, Compliance, Financial Accounting, SAS70, Accounting, Fraud Investigations, Risk Assessment, Risk Management, Account Reconciliation, Accounts Receivable, Budgets, Business Process..., CISA, CPA, Cash Management, Cash Flow, Cost Accounting, Corporate Governance, Due Diligence, Enterprise Risk..., Finance, Financial Risk, Financial Audits, Forensic Accounting, Fraud, General Ledger, IT Audit, Managerial Finance, Mergers, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial...
Education
California State University-Fresno 1967 — 1970
Bachelor of Science (BS), Accounting
Eastern Washington University 1968 — 1969
Accounting
ConocoPhillips November 2014 - Present
KIMBERLY-CLARK CORPORATION October 2013 - October 2014
GE Digital Energy February 2011 - December 2012
Dresser, Inc. December 2006 - December 2012
Jefferson Wells International January 2004 - December 2006
Commercial Metals Company January 2001 - January 2004
Lamp Technologists LLC January 1998 - January 2001
Chief Auto Parts April 1980 - April 1998
Skills
Certified Six Sigma..., Certified Fraud Examiner, Certified Internal..., Financial Audits, Internal Audit, Financial Control, Process Improvement, Internal Controls, Compliance, Risk Assessment, FCPA & Anti-Bribery, Fraud Investigations, ACL Training, Oracle University..., Six Sigma, Auditing, Sarbanes-Oxley, IT Audit, Accounting, Financial Analysis, Business Process, Variance Analysis, Financial Risk, Analysis, Finance, GAAP
Education
Amberton University 2001 — 2003
Master of Business Administration (MBA), Strategic Leadership and Management, 3.75
Amberton University 1999 — 2001
Bachelor of Business Administration (BBA), Business information System, 3.5
First Capital Business Credit January 2013 - Present
General Electric - Commercial Distribution Finance May 2012 - January 2013
Finance and Asset-Based Lending Consulting Firm April 2010 - May 2012
Textron Financial Business Credit July 2006 - November 2010
Evergreen Collateral Consulting, LLC April 2004 - July 2006
Jefferson Wells International May 2000 - April 2004
The CIT Group/Credit Finance October 1997 - May 2000
The CIT Group/Credit Finance January 1996 - October 1997
The CIT Group/Credit Finance August 1994 - January 1996
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, PowerPoint, English, Management, Teaching, Customer Service, Windows, Training, Leadership, Recruiting, Grant Writing, Process Improvement, Finance, Asset Based Lending, Asset Based Finance, Auditing, Internal Audit, Underwriting, Financial Analysis, Public Speaking, Portfolio Management, Strategic Planning, Credit
Education
Morehouse College 1989 — 1994
Bachelor's Degree, Business major, Accounting concentratin
Go America, GO! March 2008 - Present
Christine A. Matava May 2006 - Present
Chris Calligraphy January 1993 - Present
Institutional Investment Management Firm January 2008 - March 2008
Jefferson Wells International September 2006 - February 2008
Institutional Investment Management Firm November 2007 - January 2008
Institutional Investment Management Firm October 2007 - January 2008
Japanese Investment Bank- Through Jefferson Wells September 2007 - October 2007
Newly Public Investment Bank March 2007 - April 2007
Miss Porter's School Alumnae Board September 2003 - April 2007
Skills
Credit, Negotiation
Education
Boston College 1994 — 1998
BA, History
University College Cork 1997 — 1997
BA, History
Miss Porter's School 1990 — 1994
College Prep
Farmington 1981 — 1994
IEEE January 2015 - Present
Sirius Microtech LLC April 2013 - Present
IEEE Computer Society December 2012 - Present
GCS - Grist Consulting Services July 2002 - Present
Oxford Consulting Group March 2007 - March 2013
Jefferson Wells International December 2006 - 2008
Westwood College April 2003 - October 2004
Hewlett-Packard (HP) May 1999 - June 2002
Hewlett-Packard (HP) April 1995 - June 1999
Hewlett-Packard (HP) January 1990 - March 1995
Skills
Program Management, Integration, Business Analysis, Professional Services, Leadership, Management, Management Consulting, Strategy, Security, Project Management, CRM, Business Development, Enterprise Software, Cloud Computing, Change Management, Consulting, Software Development, PMO, Manufacturing, Software Project..., Business Strategy, New Business Development, Business Process, Cross-functional Team..., Computer Hardware, Executive Management, IT Service Management, Small Business, Risk Management, Strategic Partnerships, Outsourcing, Vendor Management, Analysis, Employee Training, IT Strategy, SaaS, Business Intelligence, Hiring, Account Management, Partner Management, IT Management, Business Process..., Solution Architecture, Project Portfolio..., Interviewing, Training & Development, Business Management, Project Planning, Networking
Education
The University of Kansas 1969 — 1974
BSEE
California State Polytechnic University-Pomona 1976 — 1978
Expedia, Inc. August 2014 - February 2015
Flow International February 2011 - June 2014
SeaBright Holdings Inc. December 2007 - August 2010
SeaBright Insurance Company May 2006 - December 2007
Jefferson Wells International February 2004 - January 2006
Ambion, Inc. October 1998 - December 2003
A.F.Ferguson & Co. May 1994 - June 1997
Bennett, Nash Woolf & Co. September 1990 - February 1994
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Financial Reporting, Financial Accounting, Forecasting, Sarbanes-Oxley, Internal Controls, Process Improvement, Accounting, Financial Statements, Enterprise Risk..., Mergers & Acquisitions, Strategy, External Audit, Risk Assessment, GAAP, SEC filings, ERP, Management, Cash Management, Cash Flow, Business Process, Tax, Due Diligence, US GAAP, Financial Analysis, Financial Risk, Risk Management
Education
Colorado State Board of Accountancy 2003 — 2003
CPA
Institute of Chartered Accountants in England & Wales 1989 — 1992
Chartered Accountant
Boston University 1987 — 1989
MsBA
Shri Ram College of Commerce 1984 — 1987
B.Com (Hons)
Summit Academy, Painesville November 2011 - Present
Notre Dame College of Ohio August 2009 - Present
Champion Personnel 2006 - 2008
Jefferson Wells International September 2005 - December 2005
NovaStar Financial September 2002 - July 2005
NovaStar Mortgage September 2002 - July 2005
Champion Personnel 1997 - 2002
Skills
Leadership, Human Resources, Coaching, Training, Recruiting, Time Management, Management, Instructional Design, Talent Management, Interviews, Strategic Planning, Account Management, PowerPoint, Staff Development
Education
Bowling Green State University 1986 — 1988
BS. Ed., Education
James Madison University 1983 — 1985
Education
Express Scripts Inc January 2007 - Present
US Bank September 2006 - January 2007
Citigroup Derivative Equity Markets April 2006 - July 2006
Bloyer Family Consulting: IT Services & Tax Accounting Services February 2006 - March 2006
Eide Bailly LLP January 2006 - January 2006
Jefferson Wells International August 2005 - November 2005
Independant Consultant April 2005 - August 2005
Target Corporation April 2005 - August 2005
Target Corporation - Continued April 2005 - August 2005
CTG - Computer Task Group October 2004 - April 2005
Education
University of Phoenix 2006 — 2008
Bachelor of Science in Information Technology/Visual Communication
Information System Audit and Control Association - MN ISACA.org 2005 — 2006
CISA
Target Corporation 1983 — 1987
N/A
Brown College 1979 — 1979
Certification
Minnesota State University, Mankato 1974 — 1976
2.5 years
Faribault Senior High School 1971 — 1974
Diploma
IPG 2006 - Present
Jefferson Wells International January 2005 - January 2006
Education
John Carroll University 2000 — 2001
M.B.A., Accounting
Titus - US July 2014 - Present
Navistar 2009 - June 2014
Jefferson Wells 2008 - 2009
Adams Harris 2007 - 2008
Jefferson Wells International 2004 - 2007
Morgan Stanley 2001 - 2004
Discover Financial Services 2000 - 2001
Kemper Reinsurance and Insurance Companies 1997 - 2000
Skills
ITIL, Access, SQL, COBOL, SAS, Visual Basic, Linux, Microsoft Excel, JCL, AIX, HP-UX, Windows 2000, Access Lists, Pascal, Fortran, Syncsort, Sarbanes-Oxley Act, IT Audit, Ingres, CISA, SDLC, Security, Governance, COBIT, Risk Management, Internal Audit, Process Improvement, Software Documentation, Auditing, Internal Controls, Information Technology, IT Operations, Change Management, Data Center, Enterprise Risk..., Disaster Recovery, Unix, Business Continuity, SOX 404, Sarbanes-Oxley, Financial Risk
Education
Illinois State University 1984 — 1988
BS, Mathematics
J&M Cyber Security Consulting LLC August 2015 - Present
Experis Finance May 2011 - August 2015
PCI LLC June 2009 - May 2011
KPMG LLP 2007 - 2009
Jefferson Wells International September 2005 - October 2007
FORD MOTOR COMPANY (RGBSI) October 2004 - September 2005
HP (VIA information Tools) March 2002 - October 2004
Skills
IT Audit, Information Security, COBIT, Network Security, Disaster Recovery, Project Management, Sarbanes-Oxley Act, Enterprise Risk..., Computer Security, PCI DSS, Risk Assessment, Management Consulting, Change Management, IT Management, IT Operations, CISM, Sarbanes-Oxley, SOX 404, SAS70, Data Center, SAP R/3, Threat & Vulnerability..., Management Due Diligence, Virtualization, Operating Systems, Stakeholder Engagement, Big 4, Energy Audits, Wireless Networking, Cisco Technologies, Windows Server, Mainframe, VMware Infrastructure, Oracle Reports, Oracle SQL, CRISC, EMC Storage
Education
Walsh College of Accountancy and Business Administration 2002 — 2003
Master of Science, Business Information Technology with High Honors (IT Security specialization)
Charles Sturt University 1998 — 2002
Bachelor of Science, Information Technology
LCRA July 2012 - Present
LCRA November 2009 - July 2012
Peak Performers May 2009 - July 2009
Dell May 2004 - December 2008
Dell October 2000 - May 2004
JEFFERSON WELLS INTERNATIONAL January 2000 - October 2000
EDS October 1996 - January 2000
LOCKHEED MARTIN VOUGHT SYSTEMS CORP. December 1991 - September 1996
Education
Borough of Manhattan Community College
AA
City College of New York
Bachelor of Applied Science (B.A.Sc.), Computer Science
City University of New York City College
BS, Computer Science
211 Group LLC February 2014 - Present
De La Rue March 2013 - October 2013
211 Group LLC June 2011 - March 2013
Texas Instruments October 2011 - January 2012
The Planet January 2009 - November 2010
HRSmart November 2006 - November 2008
University of Texas at Dallas November 2005 - November 2006
Securus Technologies March 2003 - November 2005
TXU April 2002 - March 2003
Jefferson Wells International September 2001 - March 2002
Skills
Software Project..., Project Management, Business Analysis, Process Improvement, Risk Assessment, Compliance Monitoring, Change Management, MS Project Server, MS Project, MS Office Suite of..., Visio, Business Process..., Cross-functional Team..., Business Process, Project Planning, Requirements Analysis, Microsoft Office, Software Documentation, Project Server
Education
The University of Texas at Dallas 1997 — 2002
M.S., Management Information Systems
Sul Ross State University
B.S., Accounting
DynCorp International June 2010 - Present
TCC Credit Union 2009 - 2015
TCC Credit Union 2009 - 2015
Jefferson Wells International August 2005 - May 2010
MCS / Texas Direct 1999 - 2001
Internal Revenue Service 1986 - 1999
Internal Revenue Service 1995 - 1996
Internal Revenue Service 1994 - 1995
Internal Revenue Agent 1994 - 1994
Internal Revenue Service 1990 - 1993
Skills
Process Improvement, Auditing, Tax, Logistics, Budgets, Accounting, Program Management, Team Management, Management, Government, Project Management, Sarbanes-Oxley Act, Training, Internal Audit, International Tax, Business Process..., Internal Controls, Outsourcing, Analysis, Consolidation, Corporate Tax, Recruiting, Financial Reporting, General Ledger, Manufacturing
Education
East Central University
B.S., Accounting
Iridex 2008 - Present
Corel/Intervideo, Inc. 2004 - 2008
Jefferson Wells International 2004 - 2004
Fortel Inc., (formerly Zitel Corporation) 1987 - 2003
Telogy Inc. 1985 - 1987
Touche Ross & Co. 1982 - 1985
Education
Munster High School
Southern Illinois University, Carbondale
Bachelors of Science
Midwest Reliability Organization (MRO) October 2009 - Present
Borderhawk Security Services September 2006 - December 2009
Wells Fargo Financial April 2009 - September 2009
Jefferson-Wells International 2006 - 2006
CGI 2004 - 2005
Robert Half Technology 2004 - 2004
Electrical Reliability Council of Texas (ERCOT) 2003 - 2004
Kennesaw State University June 1999 - October 2003
Education
Ball State University
Bachelor of Science
Kewaunee Scientific Corporation March 2008 - Present
Jefferson Wells International August 2007 - January 2008
Wachovia Bank, NA October 2004 - July 2007
Time Warner Cable October 2002 - October 2004
Strategic Outsourcing Incorporated February 2001 - October 2002
Mercer Human Resource Consulting September 1989 - September 2000
Skills
Process Improvement, Budgets, IT Strategy, ERP, Auditing, Strategic Planning, Solution Selling, IT Management, Manufacturing, Team Leadership, Disaster Recovery, Networking, Information Technology, Sales, IT Operations, Business Analysis, Vendor Management, Governance, Management, Integration, Financial Reporting, Business Intelligence, Leadership, Change Management, Consulting, Team Building, Project Management, Sarbanes-Oxley, PMO, Inventory Management, Business Continuity, Forecasting, Process Engineering, Crystal Reports, Servers, SDLC, Training, Contract Negotiation, Project Planning, Business Process..., Business Development, Enterprise Architecture, MS Project, Business Process, Business Strategy, Account Management, Product Development, Customer Service, IT Service Management, Enterprise Software
Education
East Carolina University - College of Business 2010 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 1993 — 1997
Bachelor of Science
Experis September 2011 - Present
Jefferson Wells International August 2006 - September 2011
HSBC North America 2002 - 2006
KPMG LLP 1996 - 2001
Skills
Risk Assessment, Auditing, Business Analysis, Internal Controls, Social Media, Business Continuity, Information Technology, IT Strategy, SAS70, ERP, Sarbanes-Oxley, Disaster Recovery, COSO, Business Process, Program Management, Business Process..., IT Audit, Management, Project Management, SDLC, Sarbanes-Oxley Act, Security Audits, Software Documentation, Vulnerability Assessment
Education
Rensselaer Polytechnic Institute at Hartford 1976 — 1980
Master of Business Administration (MBA), Strategic Planning and Policy Development
Parsons College 1966 — 1970
BA, Accounting and Computer Science
Specialized Accounting Services LLC January 2013 - Present
Brookdale Senior Living July 2007 - January 2013
Jefferson Wells International April 2006 - August 2007
Nash Finch Company November 2005 - February 2006
Thomson West September 2003 - February 2006
The Mentor Network 2002 - 2003
Wells Fargo Home Mortgage June 2000 - August 2002
Augsburg College 2000 - 2002
Skills
Certified in Office Lean, PeopleSoft, Kronos WFC, Payroll, Software Documentation, Kronos, Process Improvement, HRIS, ADP Payroll, Benefits Administration, FMLA, Onboarding, New Hire Orientations, Employee Relations, Applicant Tracking..., Employee Benefits
Education
Augsburg College 1998 — 2002
Bachelor of Arts (B.A.), Marketing
Entegra Power Group May 2009 - Present
Jefferson Wells International September 2006 - May 2009
Plaintiff's Law Firm 2005 - 2006
Tampa Electric Company 1998 - 2005
TECO Transport and Trade 1995 - 1997
TECO Energy 1993 - 1995
Financial Accounting Standards Board 1990 - 1992
Tampa Electric 1984 - 1990
Coopers & Lybrand 1981 - 1983
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Auditing, Energy, Financial Accounting, Internal Audit, Analysis, GAAP, Budgets, Process Improvement, SEC filings, Sarbanes-Oxley Act, Variance Analysis, Finance, Mergers & Acquisitions, General Ledger, US GAAP, Account Reconciliation, Financial Statements, Sarbanes-Oxley, Due Diligence, CPA, Accounts Payable, Forecasting, Strategic Financial..., Consolidation, Cost Accounting, Cash Flow, Accounts Receivable, Financial Modeling, Journal Entries, Accruals, Payroll, Fixed Assets, QuickBooks, SEC Filings
Education
Auburn University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Ernst & Young, LLP 2007 - Present
Jefferson Wells International March 2005 - 2007
Education
Michigan State University 1982 — 1984
Robert W. Baird & Co. July 2012 - Present
Jefferson Wells International July 2006 - July 2010
Education
Cardinal Stritch University 2006 — 2008
Master's Degree, Management
Marquette University 1999 — 2006
Bachelor of Science, Organization & Leadership
Denbury Resources July 2009 - Present
Jefferson Wells November 1998 - July 2009
Jefferson Wells International 1998 - 2009
Skills
Accounting, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, Accounts Receivable, Variance Analysis, SEC filings, Financial Modeling, Financial Accounting, Mergers & Acquisitions, SAP, Financial Reporting
Education
Oklahoma State University 1974 — 1976
MS, Accounting
United States Naval Academy 1965 — 1969
DFAS May 2008 - Present
Defense Finance and Accounting Service (DFAS) 2008 - Present
Robet Half Management 2008 - 2008
JeffersonWells September 1997 - September 2007
Jefferson Wells 1997 - 2007
Jefferson Wells International 1997 - 2007
Professional Solutions, LLC 2004 - 2006
RBS/Citizens Financial Group 2004 - 2004
Federal Reserve Bank of Cleveland 1986 - 1994
Skills
Business Process..., Internal Controls, Internal Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, Accounting, General Ledger, Cost Accounting, Financial Risk, Accounts Payable, Sarbanes-Oxley, Finance, Budgets, Process Improvement, Analysis, IT Audit, Risk Management
Education
Baldwin Wallace University 1983 — 1984
Executive MBA
Dyke College 1976 — 1982
BS, Accounting
Lehigh Valley Health Network May 2013 - Present
Institute of Internal Auditors June 2014 - Present
Association of Healthcare Internal Auditors April 2015 - Present
The Institute of Internal Auditors June 2007 - November 2014
KPMG LLP August 2005 - May 2013
The Financial Executives Networking Group March 2009 - November 2012
The Institute of Internal Auditors 2006 - 2007
Jefferson Wells International August 1997 - August 2005
BOC Gases January 1994 - August 1997
Bally's Grand Hotel & Casino 1993 - 1995
Skills
Governance, Sarbanes-Oxley Act, Enterprise Risk..., Benchmarking, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Risk Assessment, Accounting, Business Process..., Management Consulting, Big 4, Finance, Fraud, Operational Risk..., Risk Management, Financial Services, Assurance, Corporate Governance, IT Audit, COSO, Financial Risk, SEC filings
Education
Saint Bonaventure University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
McQuaid Jesuit High School (Rochester, NY) 1982 — 1986
Turlock Gospel Mission January 2010 - August 2013
Hilmar Cheese Company May 2005 - June 2007
MedicAlert Foundation January 2004 - May 2005
RF Technologies April 2003 - January 2004
Jefferson Wells International May 2000 - April 2003
Modine Manufacturing January 1998 - May 2000
HR Initiatives May 1995 - January 1998
Holoubek, Inc. November 1994 - August 1995
Generac 1991 - 1994
Korn/Ferry International 1987 - 1991
Skills
Human Resources
Education
DePaul University 1984 — 1988
University of Arizona BookStores January 2007 - March 2014
Jefferson Wells International December 2005 - December 2006
Jefferson Wells 2005 - 2006
Skills
Event Management, Event Planning, Public Speaking, Social Media, Higher Education, Microsoft Office
Education
Edinboro University of Pennsylvania 2003 — 2004
MA, Counseling: Student Personnel
Florida State University 1994 — 1998
Northwestern Mutual January 2008 - Present
Ladish Co. Inc. March 2003 - January 2008
Jefferson Wells International 2000 - 2003
Education
Appalachian State University 1995 — 1997
Internal Audit Consultant 2010 - Present
Israel Discount Bank of New York September 2008 - February 2010
Jefferson Wells May 2007 - September 2008
Van der Moolen June 2006 - March 2007
AXA-EQUITABLE November 2000 - June 2006
JEFFERSON WELLS INTERNATIONAL January 1999 - November 2000
SANWA SECURITIES (USA) Co., L.P., New York, NY September 1992 - September 1998
BANKERS TRUST COMPANY, New York, NY April 1990 - September 1992
MIDLAND MONTAGUE (USA), New York, NY June 1986 - April 1990
DRESDNER BANK, A.G., New York, NY May 1983 - June 1986
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Sarbanes-Oxley, Due Diligence, Banking, Financial Reporting, Tax, Accounting, Capital Markets, Business Process..., External Audit, Fixed Income, Financial Audits, Valuation, Credit Risk, Financial Services, Management Consulting, Management, Governance, Operational Risk..., Process Improvement, Finance, Investments, Securities, COSO, Derivatives, IT Audit, Equities, Operational Risk, Financial Modeling, SEC filings, CISA, AML, Corporate Finance, Corporate Governance, Cash Management, Managerial Finance, Trading, IFRS, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1980
M.B.A., Accounting
University of Oklahoma - Price College of Business 1967 — 1971
B.B.A., Finance
PricewaterhouseCoopers LLP (PwC US) July 2015 - Present
Ernst & Young LLP April 2011 - July 2015
Jefferson Wells International April 2007 - April 2011
WebMD 2006 - 2007
Edison Schools 2004 - 2006
LANGUAGE SERVICES 2003 - 2004
C3I INC. 1999 - 2003
BROADVIEW NETWORKS 1998 - 1999
Skills
Recruiting, Human Resources, Talent Management, Sourcing, CRM, Vendor Management, Hiring, Business Planning, Staff Retention, Sales, Talent Pipelining, Talent Advisor, Professional Services, Tax Accounting, Financial Accounting, Management, SDLC, Temporary Placement, Business Development, Benefits Negotiation, Internet Recruiting, Management Consulting, Program Management, Onboarding, Performance Management, Leadership, Technical Recruiting, Strategic Planning, Applicant Tracking...
Education
Mercy College
Mercy College
Oracle June 2013 - Present
PTC February 2010 - May 2013
Trindent Management Consulting March 2009 - March 2010
Jefferson Wells International June 2007 - February 2009
Carpedia International July 2006 - June 2007
Ford Motor Company December 2005 - June 2006
Ford Motor Company June 2000 - November 2005
IBM 1997 - 1998
Skills
Six Sigma, Manufacturing, Lean Manufacturing, Product Management, Process Engineering, Business Development, Business Process..., Business Analysis, Strategic Planning, Competitive Analysis, Sales Management, Operations Management, Data Analysis, Team Leadership, Sales, Management Consulting, New Business Development, Team Building, Engineering, Business Planning, Business Process, Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
MBA, High Tech
University of Michigan-Dearborn 2000 — 2003
MS, Engineering Management
Michigan State University 1995 — 2000
BSME, Mechanical Engineering
Aguera Business Advisors 2008 - Present
SageMARKE Business Advisors 2005 - 2008
Jefferson Wells International 2000 - 2005
EDP Technologies 1986 - 1999
Federal Reserve Bank of St. Louis 1982 - 1986
Emerson 1981 - 1982
PriceWaterhouse 1979 - 1981
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Mergers & Acquisitions, Management Consulting, Process Improvement, Risk Management, Accounting, Strategic Planning, Business Process..., Internal Audit, Auditing, Forecasting, Internal Controls, Due Diligence, Management, Executive Management, Managerial Finance
Education
St. Louis University 2014 — 2016
Master's degree, Applied Analytics
Harvard University 1974 — 1978
Bachelor of Arts (B.A.), Psychology
West Islip High School 1970 — 1974
Rossman parent
ExPro Resources 2007 - Present
Jefferson Wells July 2004 - June 2007
Jefferson Wells International 2004 - 2007
BCE Emergis 1999 - 2004
Invoicelink/BCE Emergis 1999 - 2003
APEX Analytix 1995 - 1998
Philip Morris 1984 - 1993
Skills
Fraud, Internal Audit, Investigation, SOX, Audit Committee, Audit, IT Audit, Fraud Prevention, Auditing, Accounting, Internal Controls, Compliance, Forensic Accounting, External Audit, SAS70, Fraud Investigations, Certified Fraud Examiner, Investigations, Compliance Audits, Risk, Risk Assessment, Operational Risk..., Litigation Support, Financial Control, Evidence, Prevention, Sarbanes-Oxley Act, CISA, Assurance, Financial Audits, COSO, US GAAP, CPA, SEC filings, GAAP, Financial Risk, Cost Accounting
Education
Augustana College 1977 — 1981
Bachelor of Arts (B.A.), Accounting / Business Administration
Jefferson Wells ICFR SOX Examiner/Tester/ConsultantFreddie Mac2009 - Present
Jefferson Wells International 2003 - Present
Education
Middle Tennessee State University 1978 — 1982
Experis Finance April 2011 - Present
Accume Partners May 2009 - November 2010
Jefferson Wells International October 2006 - April 2009
Ocean City Home Bank February 1993 - December 2005
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act
Education
Duquesne University 1976 — 1981
BS Business Administration, Accounting
City of Richmond Heights June 2014 - Present
City of Streetsboro April 2012 - August 2013
City of Streetsboro, Ohio July 2008 - April 2012
Court of Appeals of Ohio - Eleventh Appellate District 2004 - June 2008
Professional Solutions, LLC 2002 - 2004
Jefferson Wells International 1997 - 2002
Envirotest Systems Corp. 1995 - 1997
Skills
Capital Budgeting, Budgets, Municipal Bonds, Due Diligence, Operating Budgets, Analysis, Sarbanes-Oxley Act, Government, Public Speaking, Management, Risk Assessment, Microsoft Office, Process Improvement, Risk Management, Financial Analysis, Auditing, Policy Analysis, Accounting, Financial Reporting, Finance, Budget Forecasts, Managerial Finance, Policy, Strategic Planning, Internal Controls, Nonprofits, Microsoft Excel, Access, Account Reconciliation, Business Process..., Change Management, Corporate Governance, Executive Management, Enterprise Risk..., Forecasting, Financial Accounting, GAAP, General Ledger, Internal Audit, Leadership, Management Consulting, Public Finance, Mergers & Acquisitions, Strategic Financial..., Sarbanes-Oxley, Tax, Governance, Government Accounting, Financial Risk
Education
Cleveland State University - Cleveland-Marshall College of Law 1999 — 2002
JD, Law
Cleveland State University 1990 — 1993
MBA, Finance
The University of Akron 1985 — 1987
Business
Kent State University 1982 — 1985
B.S.
Akron North High School 1978 — 1982
AIG May 2015 - Present
Morgan Stanley April 2012 - May 2015
JPMorganChase 2004 - April 2012
Cathay Financial LLC April 2002 - February 2004
Cathay Financial 1999 - 2004
Jefferson Wells International January 2001 - April 2002
Fund April 1999 - December 2000
Kim Eng Securities U.S.A., Inc January 1996 - January 1999
Kim Eng Securities 1996 - 1999
Indosuez Capital Securities January 1991 - January 1996
Skills
Business Objects, SAP, System Conversion, Options, Hedge Funds, Equities, Accounting, Financial Analysis, Securities, Investment Banking, Account Reconciliation, Investments, Management, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
C.W. Post College/LIU
Bachelor of Science (BS), Accounting
AtlantiCare Health System October 2005 - Present
Jefferson Wells International February 2002 - September 2005
Federal Bankruptcy Court - Pittsburgh July 1999 - December 2002
St. Christopher's Hospital for Children November 1998 - June 1999
Allegeheny Health, Education and Research Foundation October 1985 - November 1998
Skills
Revenue Cycle, Compliance, Healthcare, Hospitals, Accounting, Healthcare Information..., Healthcare Management, Medicare, EMR, Physicians, HIPAA, Healthcare Consulting, Managed Care, Medicaid, Medical Compliance, Internal Audit, Medical Billing, EHR, Auditing, Revenue Cycle Management, Physician Relations, Medical Coding, CPT, Quality Improvement
Education
La Salle University 1984 — 1986
MBA, Healthcare Administration
BMW Financial Services 2002 - Present
BMW Financial Services 2002 - 2008
Jefferson Wells International 2000 - 2002
Fifth Third Bank 1998 - 2000
Education
Franklin University 2002 — 2004
Wright State University 1992 — 1996
BS, Communicaton
Wright State University 1992 — 1996
Business
Pomeroy November 2006 - Present
Jefferson Wells International 2001 - 2006
IRMS, Inc. June 1997 - June 2001
The Kobacker Company 1978 - 1997
Skills
Tax, Sarbanes-Oxley Act, Corporate Tax, Sales Tax, Due Diligence, Mergers, Tax Research, Tax Preparation, Property Tax, FIN 48, CPA, Tax Accounting, Income Tax, International Tax, Use Tax, Financial Analysis, Financial Accounting, Management Consulting, Tax Returns, State Tax, Tax Advisory, Financial Reporting, Auditing, Business Services, Internal Controls, Manufacturing, Mergers & Acquisitions, SEC filings, Finance, Internal Audit, Forecasting, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1971
MBA, Professional Accounting
Denison University 1966 — 1970
BA, Economics
Newpark Drilling Fluids July 2010 - Present
The Wood Group October 2009 - July 2010
Baker Energy July 2006 - October 2009
KBR, Inc. 2004 - 2006
The Home Depot 2002 - 2003
Jefferson Wells International 2000 - 2001
Unocal 1997 - 2000
Unocal 1991 - 1997
Skills
Human Resources, Applicant Tracking..., Sourcing, Energy, Employee Engagement, Organizational..., Benefits Administration, Employee Relations, Training, Consulting, Talent Acquisition, HR Policies, Deferred Compensation, HRIS, Management, Due Diligence, Personnel Management, Policy, Onboarding, Employment Law, Business Development, Recruiting, Change Management, Legal Compliance, Workforce Planning, Performance Management, Succession Planning, Career Development, Technical Recruiting, College Recruiting, Project Management, Talent Management, Team Building, Payroll, FMLA, New Hire Orientations, Oil/Gas, PeopleSoft, Engineering, Petroleum, Employee Benefits, Organizational...
Education
California State Polytechnic University-Pomona
BS Business Administration
University of Houston
Master of Business Administration (M.B.A.)
Messineo & Co., CPAs, LLC June 2009 - Present
Jefferson Wells International October 2007 - January 2010
Pender Newkirk & Company 2005 - 2007
Dais Analytic Corporation 2002 - 2004
M. Kamenstien Inc. 1992 - 1997
Skills
Accounting, Accountants, GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Public Companies, Tax, Auditing, Finance, Mergers & Acquisitions, CPA, SEC filings, Financial Accounting, Consolidation, Budgets, Financial Analysis, SEC Filings
Education
Long Island University 1994 — 1998
MBA, Finance
Pace University 1980 — 1983
BBA, Accounting
FTI Consulting April 2007 - July 2009
Jefferson Wells International 2004 - 2006
Alex Brown Realty, Inc 1972 - 1990
Education
Loyola University Maryland
MBA, Accounting
Baker & Hostetler LLP January 2015 - Present
Avery Dennison April 2012 - December 2014
Avery Dennison July 2010 - October 2013
Avery Dennison September 2007 - July 2010
Jefferson Wells International December 2001 - September 2006
ABB Inc. July 1997 - November 2001
KeyBank September 1994 - July 1997
Skills
Forecasting, Process Improvement, Working Capital..., Six Sigma, Cost Accounting, Cross-functional Team..., Hyperion Enterprise, Financial Analysis, Manufacturing, Financial Reporting, Accounting, Business Process..., Continuous Improvement, Financial Modeling, Budgets, Auditing, Financial Audits, Finance, Project Management, Financial Accounting
Education
Duke University - Fuqua School of Business 2001 — 2001
Executive Management Leadership Program, Business Administration and Management, General
Ohio University 1993 — 1994
Master of Business Administration (MBA), Business Administration, 3.85
Ohio University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Robert W. Baird & Co. 2008 - Present
Jefferson Wells International 2004 - 2008
Skills
Active Directory, Disaster Recovery, Process Improvement, SharePoint, Troubleshooting, Windows 7, Windows Server, Citrix, Windows XP
Education
Milwaukee School of Engineering 2003 — 2006
Bachelors, Business Management - IS
Milwaukee Area Technical College 2001 — 2003
Associates, Information Technology - Networking
OpenSky Corp January 2010 - Present
RAK Computer Consultants 1993 - Present
Churchill & Harriman August 2013 - December 2014
Deloitte July 2006 - May 2009
Jefferson Wells International November 2005 - June 2006
The Cancer Institute of New Jersey 1995 - 1997
Skills
CISSP, ISSMP, SBCI
Education
Monmouth University 1982 — 1986
B.S., Computer Science
BP July 2005 - August 2008
Jefferson Wells International March 1999 - July 2005
ABC Rail Corporation December 1996 - February 1999
Zenith Electronics Corporation May 1993 - September 1996
Skills
Auditing
Education
DePaul University
BSC, Accounting/Production Management
Queens University of Charlotte July 2015 - Present
UNC Asheville July 2009 - July 2015
Western Carolina University January 2006 - June 2009
Jefferson Wells International 1999 - 2002
Sawyer Research Products 1991 - 1998
PMC Specialties Group 1985 - 1991
Sherwin Williams 1981 - 1985
Arthur Andersen LLP 1977 - 1981
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2007
PhD, Accounting
Cleveland State University 1998 — 1999
MBA, Business
Kent State University 1974 — 1977
BBA, Accounting
Pavlov and Associates Group August 2009 - Present
Jefferson Wells International May 2006 - August 2009
LDMI/Talk America 1999 - 2005
BDO Seidman, LLP August 1997 - May 2000
Henry Ford Health System February 1994 - August 1997
Education
Central Michigan University 1995 — 1997
MBA, Business Adminstration
Albion College 1987 — 1991
BA, Accounting and Finance
Oregon International Port of Coos Bay May 2015 - Present
The Freeland Group October 1996 - Present
Volt Information Sciences 2013 - 2014
Cenorin April 2012 - March 2013
Robert Half Management Resources January 2009 - March 2012
Jefferson Wells International 2001 - 2008
Robert Half Management Resources November 1998 - August 2001
University of Phoenix November 1998 - August 2001
Hartung Glass Industries June 1995 - September 1996
Spectrum Controls, Inc. November 1993 - May 1995
Skills
Process Improvement, Software Documentation, Risk Management, Six Sigma, Sarbanes-Oxley Act, Strategy, Cross-functional Team..., Management, Forecasting, Analysis, Managerial Finance, Internal Controls, Budgets, Leadership, Human Resources, Start-ups, Auditing, Finance, Business Process..., Project Management, Accounting, Team Leadership, Procurement
Education
CMA from Institute of Management Accounting
CMA
University of Washington, Michael G. Foster School of Business 1989 — 1991
Certificate of Accounting Concentration, 9 core Accounting classes
University of Washington, Michael G. Foster School of Business 1973 — 1975
MBA, Finance
California State University, Fresno 1971 — 1973
BS in Bus Admin, Human Resource Management
PRO Unlimited September 2014 - Present
Kforce, Inc. July 2014 - September 2014
Infotree Service Inc. March 2014 - July 2014
Direct Solutions, Inc. December 2013 - February 2014
Frontier Communications February 2011 - October 2013
Jefferson Wells International 2009 - January 2011
Robert Half International April 2010 - June 2010
Public Service Electric and Gas Company April 2007 - January 2009
Freedman Accounting Services 2009 - 2009
Ryan Beck & Co. June 2006 - April 2007
Skills
Tax, Income Tax, Accounting, Human Resources, Auditing, Tax Returns, Sales Tax, Tax Preparation, Financial Statements, Accruals, Property Tax, Fixed Assets
Education
Fairleigh Dickinson University 1975 — 1979
BS, Accounting
General Motors Engagement March 2005 - Present
Jefferson Wells International January 2005 - Present
University of Phoenix - Online January 2005 - Present
Hayes-Lemmerz Engagement January 2005 - February 2005
Asset Acceptance Capital Corp October 2003 - January 2005
JWT February 2002 - August 2003
Campbell-Ewald June 2000 - November 2001
Comerica Incorporated October 1998 - June 2000
Bank One November 1997 - October 1998
Bank One May 1995 - November 1997
Education
Walsh College of Business
Masters of Science, Finance; Corporate Finance
Central Michigan University
Bachelors of Science, Business Administration; International Business & Spanish
District of Columbia Courts August 2010 - Present
Lesesne Associates Inc January 2001 - Present
Department of Housing and Urban Development February 2010 - July 2010
Sandy Spring Bank April 2004 - February 2010
Jefferson Wells International July 2003 - April 2004
First Virginia Banks, Inc July 1996 - July 2003
MD State Retirement & Pension Systems May 1995 - July 1996
Bert Smith & Company, CPA's January 1993 - May 1995
Bank of America (formerly Nations Bank and Sovran Bank) June 1987 - December 1992
PNC Bank (formerly Riggs National Bank) May 1985 - June 1987
Skills
Internal Controls, Corporate Governance, Business Process..., Credit, Due Diligence, Auditing, Internal Audit, Financial Reporting, Financial Analysis, Government, Finance, Accounting, Financial Accounting, Banking, Management, Financial Risk, Risk Management, Leadership, Business Process, Sarbanes-Oxley Act, Risk Assessment, Management Consulting, Enterprise Risk...
Education
University of Maryland University College 2007 — 2012
MS, Accounting and Financial Manangement
Howard University
BBA, Business Administration; Accounting
Ashworth, Inc March 2007 - Present
Ashworth, Inc. 2007 - 2009
Ashworth Inc (now Taylor-Made adidas) 2007 - 2009
Jefferson Wells International February 2005 - January 2007
Education
Institute of Chartered Accountants in England and Wales 1969 — 1973
Chartered Accountancy, Accounting-financial, management, cost; auditing; taxation; economics; business law; finance
Huned Doctor, CPA, PC September 2011 - Present
Nadir Poonawala & Associates February 2003 - August 2011
Patricia Strandberg, EA January 2001 - January 2003
Certified International Resources,LLC January 2000 - January 2001
Jefferson Wells International January 1999 - January 2000
Solursh Feldman & Partners January 1997 - January 1999
KPMG Toronto January 1994 - January 1997
KPMG Toronto January 1991 - January 1997
Sobel Sherman & Company January 1986 - January 1991
Allana Group of Companies January 1981 - January 1986
Skills
Tax, Financial Analysis, Accounting, Auditing, Management Consulting, Financial Accounting, Small Business, QuickBooks, Budgets, Business Planning, Finance, Tax Preparation, Business Strategy, Due Diligence, Cash Flow, Corporate Tax, Cost Accounting, Financial Modeling, GAAP, General Ledger, Income Tax, Internal Controls, Managerial Finance, Restructuring, Sales Tax, Strategic Financial..., Financial Planning, Internal Audit
Education
Financial Planning Standards Council of Canada 1998 — 1999
Certified Financial Planner, Financial Planning
Institute of Certified Public Accountant, USA 1997 — 1999
Certified Public Accountant, Accounting, Auditing & Taxation
Institute Of Chartered Accountants of Ontario, Canada 1986 — 1991
Chartered Accountant, Accounting, Auditing, finance & Taxation
Ryerson University 1986 — 1989
Bachelor of Commerce (B.Com.), Accounting & Auditing
Institute Of Chartered Accountants, India 1978 — 1981
Chartered Accountant, Accounting, Auditing and Taxation
University of Mumbai 1974 — 1978
Bachelor of Commerce, Accounting and Finance
Toshiba December 2013 - Present
Self Employed 2007 - Present
Toshiba 2010 - 2012
TCI 2009 - 2012
Grubb & Ellis 2011 - 2011
Jefferson Wells International 2002 - 2007
Jefferson Wells 2002 - 2006
Southern California Edison 2005 - 2005
Dreyer's Ice Cream 1994 - 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Financial Reporting, Accounting, IT Audit, GAAP, Financial Accounting, Financial Analysis, Managerial Finance, Risk Assessment, Risk Management
Education
California State University-East Bay 1982 — 1994
B.S., Finance
Campolindo High School
Martha Turner Sotheby's International Realty 2008 - Present
Stephanie Stein Management 1996 - 2008
Jefferson Wells International 2001 - 2003
IKON Office Solutions 1996 - 2000
Skills
Sellers, Buyer Representation, Selling, Residential Homes, Real Estate, Negotiation, Sales, Real Estate Transactions, First Time Home Buyers, Condos, New Homes, Single Family Homes, Relocation, Townhomes, Transaction Management, Contract Negotiation, New Home Sales, Golf Course Communities, Real Property, Investment Properties, Relocation Buyers, Customer Service, Investors, Kingwood real estate..., Savvy marketing, Win/win negotiations, Successful transaction...
Education
Miami University 1985 — 1989
B.S., Mass Communication
Marion Harding High School
diploma, college prep
Baker College Online - Computer Information Systems March 2009 - Present
Baker College 2009 - Present
Robert Half Management Resources 2011 - 2011
Delphi Corporation June 2007 - February 2010
ISACA 1992 - 2010
Acteon Partners September 2006 - March 2007
Resources Global Professionals 2005 - 2006
Jefferson Wells International 2000 - 2003
EDS 1990 - 1999
EDS Corporate Information Security 1986 - 1988
Skills
CISA, IT Audit, Information Security, Sarbanes-Oxley Act, Internal Audit, CISSP, Network Security, Risk Assessment, Business Process, Business Continuity, Accounting, Security, Auditing, Fraud, Information Technology, Internal Controls, Program Management, Disaster Recovery, Computer Security, Governance, Sarbanes-Oxley, Enterprise Risk..., Vulnerability Assessment, Information Security..., COBIT, Penetration Testing, Computer Forensics, Vulnerability Management, Security Policy, Information Assurance, IT Management, IT Operations, IT Strategy, Training
Education
Walsh College 2010 — 2011
MSIA, Master - Information Assurance
Lawrence Technological University 1968 — 1973
BSIM, Accounting, Marketing, Business Economics, Social Sciences
Shaker Heights City School District Financial ConsultantJefferson Wells International
Jefferson Wells International 1998 - 2001
Jefferson Wells 1998 - 2001
Skills
Accounting, Internal Controls, Financial Reporting, Finance, Financial Analysis, Internal Audit, Auditing, Microsoft Excel, Non-profits, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Risk Management, Public Speaking
Education
Boston University 1970 — 1972
MBA - with Honors, Finiance
Massachusetts Institute of Technology 1966 — 1970
SB `, Aeronautics & Astronautics
Jefferson Wells January 2005 - Present
Jefferson Wells International January 2005 - Present
Jefferson Wells International January 2008 - July 2010
Manpower TemporaryJefferson Wells Intl August 2004 - January 2005
Manpower Temporary August 2004 - January 2005
M&I Bank September 2003 - July 2004
Cedar Mill March 2001 - September 2003
Seek Inc May 2000 - January 2001
Haight January 2000 - April 2000
Outsource, Inc January 1999 - December 1999
Education
UW Oshkosh 1998 — 1998
None, General
Oconomowoc High School high school
Milwaukee Area Technical College
Accounting
Oconomowoc High School high school
Associate Degree, Accounting
NTT America July 2010 - Present
TeleTech Service Corporation July 2008 - July 2009
Sun Microsystems April 2007 - July 2008
Tomkins plc February 2005 - April 2006
Qwest Communications June 2002 - December 2004
Jefferson Wells International January 2000 - June 2002
Multifoods Distribution Inc March 1999 - January 2000
Allen, Weishair, & Co December 1997 - March 1999
International Multifoods Inc June 1996 - December 1997
Multifoods Specialty Distrib, Inc October 1994 - June 1996
Skills
Tax, Auditing, Accounting, Financial Accounting, Income Tax, Financial Statements, Mergers & Acquisitions, Sales Tax, Tax Returns, Sales & Use Tax, State Tax, Accounts Payable, Sarbanes-Oxley Act, General Ledger, Tax Compliance, Financial Reporting, Internal Audit, Budgets, Management, Microsoft Word, FIN 48, Property Tax
Education
Metropolitan State College of Denver 1987 — 1992
Bachelor of Science, Accounting
Denver University
Metropolitan State University of Denver
Accounting
Mantej S. Khaira, CPA October 2012 - Present
Bolthouse Farms July 2011 - November 2014
Roll Global November 2006 - October 2010
REVIOS REINSURANCE CANADA LTD March 2006 - October 2006
JEFFERSON WELLS INTERNATIONAL June 2003 - March 2006
DELOITTE &TOUCHE LLP May 2001 - October 2002
GRANT THORNTON April 2000 - April 2001
ARTHUR ANDERSEN LLP January 1997 - January 2000
Skills
Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, GAAP, Big 4, State Tax, General Ledger, CPA, Financial Analysis, US Tax, Partnership Taxation, Financial Statements
Education
Northwood University 1996 — 1997
B.B.A, Accounting and Finance
SENECA COLLEGE 1993 — 1996
Advanced Diploma, Accounting & Finance
L'amoreaux C.I.
Conair Corporation April 2006 - Present
Alpharma Inc. July 2005 - April 2006
KPMG January 2005 - July 2005
Jefferson Wells International August 2000 - January 2005
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Auditing, Internal Controls, Internal Audit, US GAAP, Management, Finance, SAP, Account Reconciliation, Risk Assessment
Education
Carroll University 1998 — 2000
BS, Accounting
Nagpur University 1991 — 1994
B. Com, Accounting
Kendriya Vidyalaya 1987 — 1990
East West Bank (formerly United Commercial Bank) 2005 - Present
Jefferson Wells International 2004 - 2004
KPMG LLC 2003 - 2004
Bank of America 1980 - 2003
Skills
Audit, SOX, Risk Assessment, Auditing, Internal Controls, Banking, Internal Audit
Education
Diablo Valley College
Hyde
University of California, Berkeley
DTE Energy June 2010 - Present
GMAC Financial Services 2008 - 2009
Jefferson Wells International May 2006 - February 2008
Accountemps 2004 - 2005
Mammoth Entertainment 1998 - 2004
Comerica Bank 1990 - 1994
Skills
Sarbanes-Oxley Act, Financial Reporting
Education
Eastern Michigan University 1985 — 1987
BBA, Accounting
McGregor
BMO Harris Bank May 2014 - Present
BMO Harris Bank May 2013 - May 2014
BMO Harris Bank April 2012 - May 2013
Cole Taylor Bank 2006 - 2012
Citizens Financial Bank 2002 - 2006
Jefferson Wells International 2001 - 2002
Bank of America 1994 - 2001
Mercantile National Bank of Indiana 1989 - 1994
Continental Illinois National Bank 1985 - 1989
Skills
Access, Credit, Microsoft Excel, Process Improvement, Microsoft Word, Forecasting, Loans, PowerPoint, Credit Analysis, Excel, Business Objects, Commercial Banking, Loan Portfolio Analysis, Risk Management, Financial Risk, Management
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Graduate Certificate, Information Systems
DePaul University 1994 — 1998
MBA, Finance
Indiana University, School of Business
B.S, Accounting
Jefferson Wells International Finance ProfessionalJefferson Wells International2005 - Present
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Auditing, Accounting, Internal Audit, Consolidation, Finance, Financial Modeling, Mergers & Acquisitions, US GAAP, Hyperion Enterprise, Variance Analysis, GAAP, Cash Management, Cost Accounting, Strategic Financial..., Risk Management, Forecasting
Education
Northwood University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
TX Department of Family and Protective Services July 2010 - Present
ERCOT November 2006 - February 2010
Jefferson Wells International 2005 - 2006
Cirrus Logic 2004 - 2005
Advanced Micro Devices 2004 - 2005
IBM 1986 - 2003
Skills
Internal Controls, Internal Audit, Enterprise Risk..., IT Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, Business Process..., Forecasting, Process Improvement, SAP, Sarbanes-Oxley, Financial Accounting, Financial Reporting, SAS70, Financial Modeling, US GAAP, GAAP, COSO
Education
LeTourneau University 2004 — 2005
Teacher Certificatiom, Elementary Education and Teaching, EC thru 4th Grade
The University of Southern Mississippi 1982 — 1986
BS, Accounting
South Pike High School 1979 — 1982
JP Morgan Chase ManagerBeacon Lender Services, LLCJune 2004 - November 2005
Jefferson Wells International June 2003 - June 2004
Dopkins & Company, LLP September 2000 - June 2003
Mellon Financial July 1999 - September 2000
Education
Rutgers University-New Brunswick 1995 — 1999
Economics, Economics, Accounting, Finance
Key Pointe Accounting Consulting April 2012 - Present
Stout Risius Ross September 2002 - June 2004
Jefferson Wells International June 2000 - September 2002
Mid-State Surety Corporation July 1998 - June 2000
KPMG LLP July 1988 - July 1998
Skills
Accounting, Project Management, Process Improvement, Budgets, Forensic Accounting, Customer Service, Relationship Mgmt, Recruiting, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Hillsdale College 1984 — 1988
Bachelor of Arts (BA), Accounting
State of New Jersey June 2008 - Present
State of NJ Department of Education July 2003 - June 2008
Princeton Regional Schools September 2002 - June 2003
Jefferson Wells International August 2000 - July 2002
Trump Lender Services July 1999 - July 2000
First Union/CoreStates Bank March 1997 - May 1999
State of NJ Division of Taxation November 1993 - March 1997
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, Internal Audit, Financial Analysis, Government, Microsoft Office, Microsoft Excel, Analysis, Policy, Training, Leadership Development, Teamwork, Customer Service, Employee Training, Time Management, PowerPoint, Public Speaking, Team Building, Community Outreach, Performance Auditing, General Ledger, Leadership, Management
Education
Walden University 2009 — 2011
Master of Science (M.S.), Leadership (Leadership Development)
Walden University 2006 — 2008
Master of Science (M.S.), Education (Curriculum, Instruction & Assessment)
Georgian Court University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Walmart May 2011 - November 2013
Burlington Family Chiropractic October 2007 - February 2010
Wal-Mart October 2003 - September 2007
Jefferson Wells International April 2001 - June 2002
Solo Cup Company February 2000 - April 2001
Tribune Company August 1999 - February 2000
Aon Corporation June 1998 - August 1999
North American Processing (NAPRO) November 1996 - April 1998
Keebler Company December 1993 - November 1996
Sound and Stagecraft September 1992 - February 1993
Skills
General Ledger, Accounts Payable, Accounts Receivable, Asset Management, Bank Reconciliation, Inventory Control, Finance, Budgets, Management, PeopleSoft, Time Management, Crystal Reports, Customer Service, Editing, Process Scheduler, Research, Hiring, Microsoft Office, Retail, Inventory Management, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Outlook, Teamwork, Merchandising, Sales, Leadership, Cashiering, Team Building, Training, Administrative..., Store Management, PeopleCode, SQL, SQR, Troubleshooting, Office Management
Education
University of Phoenix 2013 — 2015
Master’s Degree, Accountancy, 3.0
Ottawa University 2002 — 2004
Bachelor’s Degree, Management of Information Systems; concentration Accounting, 3.0
Philadelphia Mental Health Center December 2012 - Present
Jefferson Wells June 2000 - November 2012
Jefferson Wells International 2000 - 2011
Meenan Oil Company January 1997 - January 2000
Waste Management of PA August 1994 - December 1997
Corridor Broadcasting Corp June 1990 - April 1994
Bilodeau Property Management, Inc. July 1987 - December 1990
Education
Temple University - Fox School of Business and Management 1983 — 1986
BBA, Accounting
Federal Deposit Insurance Corporation January 2011 - Present
NorStates Bank April 2006 - September 2010
JEFFERSON WELLS INTERNATIONAL January 2001 - January 2006
PROFESSIONAL BANK SERVICES, INC January 2000 - January 2001
LOBUE ASSOCIATES, INC July 1996 - October 1999
FIRST STATE BANK June 1995 - June 1996
THE BANK OF TOKYO, LTD April 1994 - May 1995
FEDERAL DEPOSIT INSURANCE CORPORATION October 1987 - April 1994
Skills
Internal Audit, Banking, Financial Risk, Risk Management, Due Diligence, Credit, Finance, Portfolio Management, Analysis, Commercial Banking, Financial Analysis, Financial Reporting, Financial Services, Investments, Loans, Mergers, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, MBA
Bradley University 1982 — 1987
BA, Accounting
Wells Fargo & Company July 2013 - Present
Freddie Mac (Pinnacle Companies) August 2012 - July 2013
Resources Global Professionals Inc. October 2011 - August 2012
BlueCross BlueShield of SC April 2008 - April 2011
Jefferson Wells International July 2005 - April 2008
Arthur Andersen, LLP July 1998 - October 2001
Education
Certified Public Accountant; South Carolina
Winthrop University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Morehouse College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Verizon Wireline November 2003 - Present
Jefferson Wells International April 1999 - February 2002
Trafalgar Commercial Bank May 1997 - January 1999
Education
New York Institute of Technology 1990 — 1993
MBA, Business Administration and Management, General
New York Institute of Technology 1985 — 1990
Bachelors of Science, Finance