KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
KPMG Peat Marwick List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at KPMG Peat Marwick. You can filter them based on skills, years of employment, job, education, department, and prior employment.
KPMG Peat Marwick Salaries. You can even request information on how much does KPMG Peat Marwick pay if you want to. Learn about salaries, pros and cons of working for KPMG Peat Marwick directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,306 KPMG Peat Marwick employees in database. Find out everything there's to know about KPMG Peat Marwick employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Frank Edward Harrigan III Frank Edward Harrigan III's KPMG Peat Marwick Experience 1973 - 1976
Job Business Attorney
Industry Law Practice
Experience
Law Offices of Frank Edward Harrigan III 1998 - Present
Signal America, Inc and affiliates; incl. approved 363 sale purchaser 1989 - 1992
KPMG Peat Marwick 1973 - 1976
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Bankruptcy, Joint Ventures, Mergers & Acquisitions, Courts, Trade Secrets, Trusts, Administrative Law, Arbitration, Contract Law, Intellectual Property, Legal Research, Corporate Law, Mediation, Securities Regulation, Competition Law, Licensing, Trademarks, Class Actions, International Law, Dispute Resolution, Construction Law, Product Liability, Appeals
Education
East China University of Political Science and Law 2006 — 2006
N/A, Chinese Civil & Business Law
Western State University College of Law 1994 — 1997
Juris Doctor, Law
Dr. W. Edwards Deming, Quality Seminar 1991 — 1991
N/A, Quality Management
Babson College 1968 — 1972
Bachelor of Science, Business Administration
Ayn Rand ~ Ford Hall Forum 1969 — 1969
NA, "Anti-Industrial Complex"
University of Hartford 1968 — 1968
Mathematics, 4.0
Law Offices of Frank Edward Harrigan III 1998 - Present
Signal America, Inc and affiliates; incl. approved 363 sale purchaser 1989 - 1992
KPMG Peat Marwick 1973 - 1976
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Bankruptcy, Joint Ventures, Mergers & Acquisitions, Courts, Trade Secrets, Trusts, Administrative Law, Arbitration, Contract Law, Intellectual Property, Legal Research, Corporate Law, Mediation, Securities Regulation, Competition Law, Licensing, Trademarks, Class Actions, International Law, Dispute Resolution, Construction Law, Product Liability, Appeals
Education
East China University of Political Science and Law 2006 — 2006
N/A, Chinese Civil & Business Law
Western State University College of Law 1994 — 1997
Juris Doctor, Law
Dr. W. Edwards Deming, Quality Seminar 1991 — 1991
N/A, Quality Management
Babson College 1968 — 1972
Bachelor of Science, Business Administration
Ayn Rand ~ Ford Hall Forum 1969 — 1969
NA, "Anti-Industrial Complex"
University of Hartford 1968 — 1968
Mathematics, 4.0
John T. Young, Jr. John T. Young, Jr.'s KPMG Peat Marwick Experience 1997 - 1998
Job Senior Managing Director at Conway MacKenzie, Inc.
Industry Financial Services
Experience
Conway MacKenzie, Inc. November 2008 - Present
XRoads Solutions Group June 1999 - November 2008
Hudson Advisors / Lone Star Funds 1998 - 1999
KPMG Peat Marwick 1997 - 1998
Skills
Restructuring, Strategy, Bankruptcy, Chapter 11, Finance, Debt Restructuring, Turn Around Management, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Executive Management, Financial Services, Acquisition Integration, Mergers, Cash Flow, Business Valuation, Due Diligence, Financial Modeling, CFF
Education
Baylor University - Hankamer School of Business 1996 — 1997
MBA
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
Conway MacKenzie, Inc. November 2008 - Present
XRoads Solutions Group June 1999 - November 2008
Hudson Advisors / Lone Star Funds 1998 - 1999
KPMG Peat Marwick 1997 - 1998
Skills
Restructuring, Strategy, Bankruptcy, Chapter 11, Finance, Debt Restructuring, Turn Around Management, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Executive Management, Financial Services, Acquisition Integration, Mergers, Cash Flow, Business Valuation, Due Diligence, Financial Modeling, CFF
Education
Baylor University - Hankamer School of Business 1996 — 1997
MBA
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
William Nolde William Nolde's KPMG Peat Marwick Experience 1999 - 2004
Job Director of Tax North America & Global Tax Provision
Industry Wholesale
Experience
Avnet June 2004 - Present
KPMG Peat Marwick 1999 - 2004
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Advisory, SEC filings, Sarbanes-Oxley Act, State Tax, Financial Modeling, FAS109, Mergers, Acquisition Integration, IRS problem resolution, Canadian Tax, SOX, State Tax Planning, Tax Returns, Canadian Income Tax, Project Management, IRS Enrolled Agent, Operational Excellence, Strategic Planning, US GAAP, Big 4
Education
San Diego State University-California State University
MS, Taxation
Arizona State University, W. P. Carey School of Business
BS, Accounting
St. Joseph by the Sea HS, Staten Island, NY
Avnet June 2004 - Present
KPMG Peat Marwick 1999 - 2004
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Advisory, SEC filings, Sarbanes-Oxley Act, State Tax, Financial Modeling, FAS109, Mergers, Acquisition Integration, IRS problem resolution, Canadian Tax, SOX, State Tax Planning, Tax Returns, Canadian Income Tax, Project Management, IRS Enrolled Agent, Operational Excellence, Strategic Planning, US GAAP, Big 4
Education
San Diego State University-California State University
MS, Taxation
Arizona State University, W. P. Carey School of Business
BS, Accounting
St. Joseph by the Sea HS, Staten Island, NY
Rusty Oesch Rusty Oesch's KPMG Peat Marwick Experience August 1985 - January 1991
Job Chief Financial Officer at StatLab Medical Products
Industry Medical Devices
Experience
StatLab Medical Products March 2015 - Present
Unified Power Holdings, LLC November 2012 - February 2015
CBI Laboratories, Inc. February 2011 - November 2012
The Performance Companies March 2010 - February 2011
Monarch Development Partners October 2005 - February 2010
The Performance Companies August 1995 - September 2005
BUSINESS RECORDS CORPORATION February 1995 - August 1995
GREAT AMERICAN CLUBS, INC January 1991 - February 1995
KPMG Peat Marwick August 1985 - January 1991
Skills
Accounting, Venture Capital, Debt, Due Diligence, Financial Reporting, Mergers, Real Estate, Private Equity, Contract Management, Mergers & Acquisitions, Strategic Planning, Management, Budgets, Cash Management, Executive Management, Forecasting, Finance, Financial Analysis, Corporate Finance, Contract Negotiation, Risk Management, Auditing, Analysis, ERP, Cash Flow Forecasting, Tax, Managerial Finance, Acquisitions, Internal Controls, Cash Flow, Strategy, Restructuring, Acquisition Integration, Credit, Strategic Financial..., Business Valuation, Financial Modeling, Leadership, Financial Planning
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting, Computer Information Systems
StatLab Medical Products March 2015 - Present
Unified Power Holdings, LLC November 2012 - February 2015
CBI Laboratories, Inc. February 2011 - November 2012
The Performance Companies March 2010 - February 2011
Monarch Development Partners October 2005 - February 2010
The Performance Companies August 1995 - September 2005
BUSINESS RECORDS CORPORATION February 1995 - August 1995
GREAT AMERICAN CLUBS, INC January 1991 - February 1995
KPMG Peat Marwick August 1985 - January 1991
Skills
Accounting, Venture Capital, Debt, Due Diligence, Financial Reporting, Mergers, Real Estate, Private Equity, Contract Management, Mergers & Acquisitions, Strategic Planning, Management, Budgets, Cash Management, Executive Management, Forecasting, Finance, Financial Analysis, Corporate Finance, Contract Negotiation, Risk Management, Auditing, Analysis, ERP, Cash Flow Forecasting, Tax, Managerial Finance, Acquisitions, Internal Controls, Cash Flow, Strategy, Restructuring, Acquisition Integration, Credit, Strategic Financial..., Business Valuation, Financial Modeling, Leadership, Financial Planning
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting, Computer Information Systems
Addison Maille Addison Maille's KPMG Peat Marwick Experience January 2006 - October 2006
Job Tax Partner at Smith Leonard PLLC
Industry Accounting
Experience
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
Todd Mauldin Todd Mauldin's KPMG Peat Marwick Experience 1994 - 1995
Job Accounting & Finance Professional
Industry Accounting
Experience
Colorado Press Association / SYNC2 Media January 2013 - August 2014
Floyd's 99 Barbershop February 2011 - January 2013
Black Hawk, Colorado 2002 - 2010
Qwest Communications 1999 - 2002
International Trading Company 1996 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Budgets, Cash Flow, Financial Reporting, Internal Controls, General Ledger, Customer Service, Variance Analysis, Accounting, Auditing, Financial Statements
Education
The University of Texas at Austin
Master in Professional Accounting
Auburn University
Bachelor of Science, Finance
Colorado Press Association / SYNC2 Media January 2013 - August 2014
Floyd's 99 Barbershop February 2011 - January 2013
Black Hawk, Colorado 2002 - 2010
Qwest Communications 1999 - 2002
International Trading Company 1996 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Budgets, Cash Flow, Financial Reporting, Internal Controls, General Ledger, Customer Service, Variance Analysis, Accounting, Auditing, Financial Statements
Education
The University of Texas at Austin
Master in Professional Accounting
Auburn University
Bachelor of Science, Finance
Angela Miller Angela Miller's KPMG Peat Marwick Experience January 1999 - August 2001
Job Director, Financial Planning & Analysis at Donaldson
Industry Mechanical or Industrial Engineering
Experience
Donaldson February 2013 - Present
Target September 2010 - February 2013
Target May 2008 - September 2010
Target February 2007 - May 2008
Target May 2005 - January 2007
Target May 2003 - May 2005
Target August 2001 - May 2003
KPMG Peat Marwick January 1999 - August 2001
Skills
Problem Solving, Process Improvement, Project Management, Business Intelligence, Financial Analysis, Forecasting, Performance Management, Team Leadership, Change Management, SAP BPC, Strategic Thinking, Innovation, Retail, Management Of..., Presentations, Analytics, Six Sigma, Analysis, Budgets, SAP, Leadership, Strategy
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance and Strategic Management
American University - Kogod School of Business 1995 — 1998
BS, Business Administration
AVHS 1991 — 1995
Donaldson February 2013 - Present
Target September 2010 - February 2013
Target May 2008 - September 2010
Target February 2007 - May 2008
Target May 2005 - January 2007
Target May 2003 - May 2005
Target August 2001 - May 2003
KPMG Peat Marwick January 1999 - August 2001
Skills
Problem Solving, Process Improvement, Project Management, Business Intelligence, Financial Analysis, Forecasting, Performance Management, Team Leadership, Change Management, SAP BPC, Strategic Thinking, Innovation, Retail, Management Of..., Presentations, Analytics, Six Sigma, Analysis, Budgets, SAP, Leadership, Strategy
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance and Strategic Management
American University - Kogod School of Business 1995 — 1998
BS, Business Administration
AVHS 1991 — 1995
Steve Morgan Steve Morgan's KPMG Peat Marwick Experience 1990 - 1992
Job Chief Financial Officer ► Building High Performance Companies ► Accelerating Revenue Growth ► M&A’s & Funding
Industry Accounting
Experience
Edgewater Networks, Inc. April 2011 - Present
The Fanfare Group June 2005 - March 2011
SJM Consulting 2003 - 2005
Routescience Technologies Inc. 2001 - 2002
Atmosphere 1997 - 2000
Whitetree Inc. 1994 - 1997
Integrated Process Equipment Corporation / Westech 1992 - 1994
KPMG Peat Marwick 1990 - 1992
Skills
Chief Financial Officer, Venture Backed Companies, Equity Fundraising, Debt Fund Raising, M&A Negotiations, Start-ups, Revenue Recognition, Strategic Planning, Strategic Partnerships, Organizational..., Financial Analysis, Financial Reporting, OEM Relationships, Revenue & Profit Growth, Software & Hardware..., Forecasting & Due..., Tax & Legal..., Risk Mitigation, Relationship Management, Contract Negotiations, SaaS, Strategy, Enterprise Software, Go-to-market Strategy, Product Management, Sales, SEC filings, Business Development, Cloud Computing, Venture Capital, Contract Negotiation, SEC Filings
Education
California Polytechnic State University, San Luis Obispo 1985 — 1989
Bachelor of Science (B.S.)
Bellarmine College Preparatory
Edgewater Networks, Inc. April 2011 - Present
The Fanfare Group June 2005 - March 2011
SJM Consulting 2003 - 2005
Routescience Technologies Inc. 2001 - 2002
Atmosphere 1997 - 2000
Whitetree Inc. 1994 - 1997
Integrated Process Equipment Corporation / Westech 1992 - 1994
KPMG Peat Marwick 1990 - 1992
Skills
Chief Financial Officer, Venture Backed Companies, Equity Fundraising, Debt Fund Raising, M&A Negotiations, Start-ups, Revenue Recognition, Strategic Planning, Strategic Partnerships, Organizational..., Financial Analysis, Financial Reporting, OEM Relationships, Revenue & Profit Growth, Software & Hardware..., Forecasting & Due..., Tax & Legal..., Risk Mitigation, Relationship Management, Contract Negotiations, SaaS, Strategy, Enterprise Software, Go-to-market Strategy, Product Management, Sales, SEC filings, Business Development, Cloud Computing, Venture Capital, Contract Negotiation, SEC Filings
Education
California Polytechnic State University, San Luis Obispo 1985 — 1989
Bachelor of Science (B.S.)
Bellarmine College Preparatory
Amy M. Santarpia Amy M. Santarpia's KPMG Peat Marwick Experience August 1999 - September 2001
Job "I do it all" at Bananas for Buddies, LLC
Industry Veterinary
Experience
Bananas for Buddies, LLC Senior Director of FinanceUniversal Music GroupSeptember 2001 - June 2011
Universal Music Group August 2007 - April 2010
Universal Music Group August 2005 - August 2007
Universal Music Group August 2003 - August 2005
Universal Music Group September 2001 - August 2003
KPMG Peat Marwick August 1999 - September 2001
Skills
Accounts Payable, Restructuring, Global Finance, Financial Analysis, Financial Modeling, Entertainment, Due Diligence, Financial Reporting, Forecasting, Finance, Managerial Finance, Accounting, Internal Controls, Strategic Financial..., Strategic Planning, Financial Accounting, Dog Training, Dog Walking, Dog Behavior, dog boarding & camp
Education
Norwalk Community College 2011 — 2013
Certification - Vet Assisting, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Babson College 1999 — 1999
Certification in Accounting, Accounting
Trinity College-Hartford 1994 — 1999
BA, Mathematical Economics
The Buckley School 1987 — 1994
Bananas for Buddies, LLC Senior Director of FinanceUniversal Music GroupSeptember 2001 - June 2011
Universal Music Group August 2007 - April 2010
Universal Music Group August 2005 - August 2007
Universal Music Group August 2003 - August 2005
Universal Music Group September 2001 - August 2003
KPMG Peat Marwick August 1999 - September 2001
Skills
Accounts Payable, Restructuring, Global Finance, Financial Analysis, Financial Modeling, Entertainment, Due Diligence, Financial Reporting, Forecasting, Finance, Managerial Finance, Accounting, Internal Controls, Strategic Financial..., Strategic Planning, Financial Accounting, Dog Training, Dog Walking, Dog Behavior, dog boarding & camp
Education
Norwalk Community College 2011 — 2013
Certification - Vet Assisting, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Babson College 1999 — 1999
Certification in Accounting, Accounting
Trinity College-Hartford 1994 — 1999
BA, Mathematical Economics
The Buckley School 1987 — 1994
Kevin Graber's KPMG Peat Marwick Experience 1985 - 1987
Job Payroll Manager at The Mark Travel Corporation
Industry Hospitality
Experience
The Mark Travel Corporation May 2011 - Present
Assisted Living Concepts November 2009 - April 2011
Hawkins, Ash, Baptie & Company, LLP June 2008 - May 2009
Foth & Van Dyke February 2008 - June 2008
Shopko and Pamida Stores September 2003 - February 2008
Accor Economy Lodging US October 1988 - February 2003
SupeRx Drug Stores, Inc. 1987 - 1988
KPMG Peat Marwick 1985 - 1987
Skills
Payroll, Human Resources, Management, Analysis, Payroll Taxes, Payroll Conversions, Payroll Cards, Multi-state Payroll..., PeopleSoft, Implementing Systems, Data Analysis, People-oriented, Problem Solving, System Design, Accounting, ADP Payroll, Account Reconciliation, HRIS, Process Improvement, Accounts Payable, Auditing, Budgets, Employee Benefits
Education
Abilene Christian University 1980 — 1984
BBA, Accounting w/minor Computer Science
The Mark Travel Corporation May 2011 - Present
Assisted Living Concepts November 2009 - April 2011
Hawkins, Ash, Baptie & Company, LLP June 2008 - May 2009
Foth & Van Dyke February 2008 - June 2008
Shopko and Pamida Stores September 2003 - February 2008
Accor Economy Lodging US October 1988 - February 2003
SupeRx Drug Stores, Inc. 1987 - 1988
KPMG Peat Marwick 1985 - 1987
Skills
Payroll, Human Resources, Management, Analysis, Payroll Taxes, Payroll Conversions, Payroll Cards, Multi-state Payroll..., PeopleSoft, Implementing Systems, Data Analysis, People-oriented, Problem Solving, System Design, Accounting, ADP Payroll, Account Reconciliation, HRIS, Process Improvement, Accounts Payable, Auditing, Budgets, Employee Benefits
Education
Abilene Christian University 1980 — 1984
BBA, Accounting w/minor Computer Science
Michelle Vilms Michelle Vilms's KPMG Peat Marwick Experience 1987 - 1988
Job Financial Management for Small Business
Industry Accounting
Experience
Vilms Consulting, LLC April 2011 - Present
KF Style, Inc - d/b/a Moxie 2008 - Present
Beacon Hill Nursery School 2008 - 2010
Staples, Inc. 1990 - 2001
Small Business/Entrepreneurial Ventures 1988 - 1990
KPMG Peat Marwick 1987 - 1988
Skills
Quickbooks, Quicken, Accounting, Budgeting, Forecasting, Fundraising, Excel, Budgets, QuickBooks, Accounts Payable, Financial Analysis, General Ledger, Microsoft Excel, Management, Financial Reporting, Finance, Analysis, Marketing, Small Business, Financial Accounting, Internal Controls
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA
LIU Post 1983 — 1987
Bachelor of Science, Accountancy
Vilms Consulting, LLC April 2011 - Present
KF Style, Inc - d/b/a Moxie 2008 - Present
Beacon Hill Nursery School 2008 - 2010
Staples, Inc. 1990 - 2001
Small Business/Entrepreneurial Ventures 1988 - 1990
KPMG Peat Marwick 1987 - 1988
Skills
Quickbooks, Quicken, Accounting, Budgeting, Forecasting, Fundraising, Excel, Budgets, QuickBooks, Accounts Payable, Financial Analysis, General Ledger, Microsoft Excel, Management, Financial Reporting, Finance, Analysis, Marketing, Small Business, Financial Accounting, Internal Controls
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA
LIU Post 1983 — 1987
Bachelor of Science, Accountancy
Cindy Leveridge - Gregory Cindy Leveridge - Gregory's KPMG Peat Marwick Experience 1996 - 1997
Job Administrative Assistant Undergraduate Programs Graceland University
Industry Higher Education
Experience
Graceland University December 2002 - Present
National American University 2001 - 2002
Community America Credit Union 2000 - 2001
KCPT Public Television 1998 - 2000
KPMG Peat Marwick 1996 - 1997
Puritan-Bennett Corporation 1979 - 1995
Isis Foods, Incorporated 1973 - 1979
Skills
Higher Education, Accounting, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Financial Accounting, Tax Accounting, Tax Preparation, Budget Reconciliation, Budget Setting, Physical Inventory, Food Service Operations, Retail Sales, Retail Marketing, Entrepreneurship, Food Preparation, Secretarial Skills, Accounts Payable, Web Design, Website Development, Technical Support, Management, Fundraising, Program Development, Marketing, Distance Learning, Software Documentation, Budgets
Education
Baker University 1998 — 2000
BBA, Business
Metropolitan Community College 1997 — 1999
Certificate, Computer Hardware and Support
Raytown South Vocational-Technical 1972 — 1973
diploma, Hotel and Resturant Management
Graceland University December 2002 - Present
National American University 2001 - 2002
Community America Credit Union 2000 - 2001
KCPT Public Television 1998 - 2000
KPMG Peat Marwick 1996 - 1997
Puritan-Bennett Corporation 1979 - 1995
Isis Foods, Incorporated 1973 - 1979
Skills
Higher Education, Accounting, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Financial Accounting, Tax Accounting, Tax Preparation, Budget Reconciliation, Budget Setting, Physical Inventory, Food Service Operations, Retail Sales, Retail Marketing, Entrepreneurship, Food Preparation, Secretarial Skills, Accounts Payable, Web Design, Website Development, Technical Support, Management, Fundraising, Program Development, Marketing, Distance Learning, Software Documentation, Budgets
Education
Baker University 1998 — 2000
BBA, Business
Metropolitan Community College 1997 — 1999
Certificate, Computer Hardware and Support
Raytown South Vocational-Technical 1972 — 1973
diploma, Hotel and Resturant Management
Donna Monahan Donna Monahan's KPMG Peat Marwick Experience April 1994 - August 2001
Job Management Consultant at Centric Consulting
Industry Management Consulting
Experience
Centric Consulting October 2009 - Present
Xtra Unique Technology, LLC 2009 - Present
Nationwide Insurance September 2006 - August 2009
Deloitte Consulting 2001 - 2006
KPMG Peat Marwick April 1994 - August 2001
AT Kearney October 1987 - June 1992
LTV Steel June 1977 - October 1987
Skills
Project Management, Program Management, Business Analysis, Management Consulting, Business Process..., IT Strategy, Business Transformation, PMO, Business Intelligence, SDLC, Contract Management, Project Portfolio...
Education
Case Western Reserve University 1979 — 1983
MBA, Operations Management
Baldwin Wallace University 1973 — 1977
B.S., Mathematics, Accounting
Centric Consulting October 2009 - Present
Xtra Unique Technology, LLC 2009 - Present
Nationwide Insurance September 2006 - August 2009
Deloitte Consulting 2001 - 2006
KPMG Peat Marwick April 1994 - August 2001
AT Kearney October 1987 - June 1992
LTV Steel June 1977 - October 1987
Skills
Project Management, Program Management, Business Analysis, Management Consulting, Business Process..., IT Strategy, Business Transformation, PMO, Business Intelligence, SDLC, Contract Management, Project Portfolio...
Education
Case Western Reserve University 1979 — 1983
MBA, Operations Management
Baldwin Wallace University 1973 — 1977
B.S., Mathematics, Accounting
Peter Morris's KPMG Peat Marwick Experience July 1986 - May 1990
Job Director, Integration and Data Solutions, Central Region at Information Builders
Industry Information Technology and Services
Experience
Information Builders May 2013 - Present
Informatica March 2012 - May 2013
consilium1 September 2010 - March 2012
Slalom Consulting September 2009 - July 2010
Daugherty Business Solutions February 2005 - August 2009
Forsythe Solutions Group 2003 - 2004
Cambridge Technology Partners 1998 - 2003
CCC Information Services 1993 - 1998
The SOFTA Group June 1990 - May 1993
KPMG Peat Marwick July 1986 - May 1990
Skills
Solution Selling, Change Management, New Business Development, Process Improvement, Software Development, Selling, Quality Assurance, Executive Management, Governance, Social Networking, Project Planning, Customer Service, Data Center, Analysis, IT Service Management, IT Management, Training, Security, Master Data Management, PMO, Sales Operations, Pre-sales, Software Project..., Storage, Business Intelligence, Sales, Integration, CRM, SDLC, Strategy, Cloud Computing
Education
Babson College 1982 — 1986
BS, Accounting, Communications
Information Builders May 2013 - Present
Informatica March 2012 - May 2013
consilium1 September 2010 - March 2012
Slalom Consulting September 2009 - July 2010
Daugherty Business Solutions February 2005 - August 2009
Forsythe Solutions Group 2003 - 2004
Cambridge Technology Partners 1998 - 2003
CCC Information Services 1993 - 1998
The SOFTA Group June 1990 - May 1993
KPMG Peat Marwick July 1986 - May 1990
Skills
Solution Selling, Change Management, New Business Development, Process Improvement, Software Development, Selling, Quality Assurance, Executive Management, Governance, Social Networking, Project Planning, Customer Service, Data Center, Analysis, IT Service Management, IT Management, Training, Security, Master Data Management, PMO, Sales Operations, Pre-sales, Software Project..., Storage, Business Intelligence, Sales, Integration, CRM, SDLC, Strategy, Cloud Computing
Education
Babson College 1982 — 1986
BS, Accounting, Communications
Gail Amsterdam - gail@amsterdamassociates.com Gail Amsterdam - gail@amsterdamassociates.com's KPMG Peat Marwick Experience April 1986 - December 1989
Job Founder & President, Amsterdam Associates, Inc.
Industry Staffing and Recruiting
Experience
Amsterdam Associates July 2002 - Present
Foster Partners January 1990 - July 2002
KPMG Peat Marwick April 1986 - December 1989
Skills
Retail, Executive Search, Multi-channel Retail, Talent Acquisition, P&L Responsibility, Profit Maximization, Turn Around Management, Business Operations, Leadership, Recruiting, Management, Talent Management, Networking, P&L Management, Start-ups, Executive Management, Strategy, Interviews, Entrepreneurship, Analysis, Management Consulting, Strategic Planning, Forecasting, Consulting, Sourcing, Cross-functional Team..., Budgets, Business Strategy, Team Building
Education
City University of New York-Baruch College
M.B.A., Business Policy Administration
University of Colorado Boulder
B.A., Psychology
Amsterdam Associates July 2002 - Present
Foster Partners January 1990 - July 2002
KPMG Peat Marwick April 1986 - December 1989
Skills
Retail, Executive Search, Multi-channel Retail, Talent Acquisition, P&L Responsibility, Profit Maximization, Turn Around Management, Business Operations, Leadership, Recruiting, Management, Talent Management, Networking, P&L Management, Start-ups, Executive Management, Strategy, Interviews, Entrepreneurship, Analysis, Management Consulting, Strategic Planning, Forecasting, Consulting, Sourcing, Cross-functional Team..., Budgets, Business Strategy, Team Building
Education
City University of New York-Baruch College
M.B.A., Business Policy Administration
University of Colorado Boulder
B.A., Psychology
Bill Linehan, CPA, CGMA's KPMG Peat Marwick Experience July 1987 - April 1991
Job Controller at Community Foundation of Broward
Industry Nonprofit Organization Management
Experience
Community Foundation of Broward March 2010 - April 2015
William Linehan Consulting May 2002 - February 2010
Environmental Power Corporation February 1996 - May 2002
Moody, Famiglietti & Andronico, LLP December 1993 - February 1996
Technology Procurement, Inc. July 1991 - December 1993
KPMG Peat Marwick July 1987 - April 1991
Skills
Non-profits, Managerial Finance, CPA, Time Management, Accounting, Financial Reporting, Financial Analysis, Budget, Due Diligence, Strategic Planning, Corporate Finance, Tax, QuickBooks, Auditing, Small Business, Nonprofits, Budgets, Accounts Payable, Management, Training, Start-ups, Accounts Receivable, Finance, Leadership, SEC filings, Payroll, Public Speaking, Internal Controls, Financial Accounting, Management Consulting, Tax Preparation, Consulting
Education
Bentley University 1983 — 1987
BS, Accountancy
Community Foundation of Broward March 2010 - April 2015
William Linehan Consulting May 2002 - February 2010
Environmental Power Corporation February 1996 - May 2002
Moody, Famiglietti & Andronico, LLP December 1993 - February 1996
Technology Procurement, Inc. July 1991 - December 1993
KPMG Peat Marwick July 1987 - April 1991
Skills
Non-profits, Managerial Finance, CPA, Time Management, Accounting, Financial Reporting, Financial Analysis, Budget, Due Diligence, Strategic Planning, Corporate Finance, Tax, QuickBooks, Auditing, Small Business, Nonprofits, Budgets, Accounts Payable, Management, Training, Start-ups, Accounts Receivable, Finance, Leadership, SEC filings, Payroll, Public Speaking, Internal Controls, Financial Accounting, Management Consulting, Tax Preparation, Consulting
Education
Bentley University 1983 — 1987
BS, Accountancy
David Morton Smith David Morton Smith's KPMG Peat Marwick Experience May 1978 - May 1979
Job Tax Partner at Condley and Company, LLP
Industry Accounting
Experience
Condley & Company January 2006 - Present
Ray & Company June 1979 - May 1989
KPMG Peat Marwick May 1978 - May 1979
Skills
CPA, Corporate Tax, Franchise Tax, Estate Tax Planning, Tax Returns, Tax, Tax Preparation, Business Valuation, ProSystem fx Tax, QuickBooks, Partnership Taxation, Accounting, Income Tax, Tax Law
Education
Abilene Christian University 1975 — 1976
McMurry University 1972 — 1976
BBA, Accounting
Condley & Company January 2006 - Present
Ray & Company June 1979 - May 1989
KPMG Peat Marwick May 1978 - May 1979
Skills
CPA, Corporate Tax, Franchise Tax, Estate Tax Planning, Tax Returns, Tax, Tax Preparation, Business Valuation, ProSystem fx Tax, QuickBooks, Partnership Taxation, Accounting, Income Tax, Tax Law
Education
Abilene Christian University 1975 — 1976
McMurry University 1972 — 1976
BBA, Accounting
Sid Packer's KPMG Peat Marwick Experience November 1988 - November 1989
Job Independent Contract Recruiter at Sid Packer Recruiting
Industry Information Technology and Services
Experience
Huntzinger Management Group June 2012 - December 2014
PwC Consulting June 2011 - September 2011
Sid Packer Recruiting January 2009 - June 2011
ISH, Inc January 2000 - December 2008
ISH, Inc (Implementation Specialists for Healthcare) February 1993 - December 1999
Long Island College Hospital November 1989 - December 1992
KPMG Peat Marwick November 1988 - November 1989
St. Vincent's Hospital February 1983 - October 1988
HIP January 1980 - January 1983
SUNY StonyBrook January 1978 - October 1979
Skills
Project Management, Information Technology, Healthcare, EMR, Program Management, Data Analysis, Leadership, Management Consulting, Budgets, EHR, Process Improvement, Strategy, Healthcare Industry, Revenue Cycle, Healthcare Consulting, Recruiting, Healthcare Information..., Business Process..., Strategic Human..., Strategic Planning, Hospitals, Change Management, Consulting, Management, Business Process, Healthcare Management, Integration, Software Implementation, Ambulatory, CPOE, Epic Systems, HIPAA, Software Documentation, Cerner, Sourcing
Education
Adelphi University 1978 — 1980
MBA Program Credits, Healthcare Administration
New York Institute of Technology-Old Westbury
BS, Computer Science, Computers and electronics
Huntzinger Management Group June 2012 - December 2014
PwC Consulting June 2011 - September 2011
Sid Packer Recruiting January 2009 - June 2011
ISH, Inc January 2000 - December 2008
ISH, Inc (Implementation Specialists for Healthcare) February 1993 - December 1999
Long Island College Hospital November 1989 - December 1992
KPMG Peat Marwick November 1988 - November 1989
St. Vincent's Hospital February 1983 - October 1988
HIP January 1980 - January 1983
SUNY StonyBrook January 1978 - October 1979
Skills
Project Management, Information Technology, Healthcare, EMR, Program Management, Data Analysis, Leadership, Management Consulting, Budgets, EHR, Process Improvement, Strategy, Healthcare Industry, Revenue Cycle, Healthcare Consulting, Recruiting, Healthcare Information..., Business Process..., Strategic Human..., Strategic Planning, Hospitals, Change Management, Consulting, Management, Business Process, Healthcare Management, Integration, Software Implementation, Ambulatory, CPOE, Epic Systems, HIPAA, Software Documentation, Cerner, Sourcing
Education
Adelphi University 1978 — 1980
MBA Program Credits, Healthcare Administration
New York Institute of Technology-Old Westbury
BS, Computer Science, Computers and electronics
Tim Hansen's KPMG Peat Marwick Experience July 1986 - June 1987
Job Financial Accounting & Reporting Analyst
Industry Accounting
Experience
Hitachi Capital America Corp. October 2014 - Present
Mutual Security Credit Union April 2008 - May 2013
Praxair Inc. & News America Marketing 2006 - 2007
Welbilt (Enodis) Corporation March 1996 - December 2002
Reed Exhibition Companies February 1995 - January 1996
Brink's Incorporated March 1989 - January 1996
General Host Corporation June 1987 - May 1989
KPMG - Peat Marwick July 1986 - June 1987
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Stategic Financial..., Asset Management, Risk Management, Financial Analysis and..., Hyperion Enterprise..., Hyperion Retrieve..., Profitstar ALM..., Khalix Consolidation..., Wisdom/Fiserv General..., Qwickrate Investment..., Cognos and Aftech Data..., Microsoft Office:..., SAP, MS Excel Pivot Tables, Multiple Excel Linked..., Data Sorting, Excel V-Lookups, Excel Macros, Microsoft Excel, Auditing, Strategy, Due Diligence, Budgets, Process Improvement, Management, Banking, Portfolio Management, Investments, Finance, Forecasting, Cost Accounting, Leadership, Business Development, Competitive Analysis, General Ledger, Strategic Planning, Financial Risk, Variance Analysis, SEC Filings, Financial Modeling, Analysis, Pricing, Mergers & Acquisitions, Financial Planning, Internal Audit, Consolidation
Education
Babson College 1982 — 1986
Bachelor of Science (BS), Accounting/Finance
Ridgefield High 1978 — 1982
Diploma
Hitachi Capital America Corp. October 2014 - Present
Mutual Security Credit Union April 2008 - May 2013
Praxair Inc. & News America Marketing 2006 - 2007
Welbilt (Enodis) Corporation March 1996 - December 2002
Reed Exhibition Companies February 1995 - January 1996
Brink's Incorporated March 1989 - January 1996
General Host Corporation June 1987 - May 1989
KPMG - Peat Marwick July 1986 - June 1987
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Stategic Financial..., Asset Management, Risk Management, Financial Analysis and..., Hyperion Enterprise..., Hyperion Retrieve..., Profitstar ALM..., Khalix Consolidation..., Wisdom/Fiserv General..., Qwickrate Investment..., Cognos and Aftech Data..., Microsoft Office:..., SAP, MS Excel Pivot Tables, Multiple Excel Linked..., Data Sorting, Excel V-Lookups, Excel Macros, Microsoft Excel, Auditing, Strategy, Due Diligence, Budgets, Process Improvement, Management, Banking, Portfolio Management, Investments, Finance, Forecasting, Cost Accounting, Leadership, Business Development, Competitive Analysis, General Ledger, Strategic Planning, Financial Risk, Variance Analysis, SEC Filings, Financial Modeling, Analysis, Pricing, Mergers & Acquisitions, Financial Planning, Internal Audit, Consolidation
Education
Babson College 1982 — 1986
Bachelor of Science (BS), Accounting/Finance
Ridgefield High 1978 — 1982
Diploma
Susan Ben Susan Ben's KPMG Peat Marwick Experience April 1982 - July 1993
Job Vice President, Information Technology & Management at The Ounce Of Prevention Fund
Industry Information Technology and Services
Experience
The Ounce Of Prevention Fund April 2013 - Present
DeVry Inc. August 2011 - February 2013
DeVry, Inc. July 2007 - August 2011
Aon Service Corporation January 2006 - June 2007
Aon, Risk Services October 2004 - December 2005
Sears, Roebuck & Co November 2001 - June 2004
GlobalNetXchange, LLC December 1999 - October 2001
Sears, Roebuck & Co March 1997 - November 1999
System Software Associates (SSA) August 1993 - February 1997
KPMG Peat Marwick April 1982 - July 1993
Skills
Enterprise Architecture, Change Management, Strategic Planning, Operations Management, Organizational..., Contract Negotiation, Business Process Design, Mainframe, Governance, SDLC, Vendor Management, IT Strategy, IT Management, Team Leadership, Cross-functional Team..., Outsourcing, Management, Business Analysis, Project Planning, Leadership, Business Process, Security, Requirements Analysis, Recruiting, Project Management, Process Improvement, Strategy, CRM, Data Center, Enterprise Software, Information Technology, Risk Management, Program Management, Business Process..., Business Intelligence, Team Building, Integration, PMO, Project Portfolio..., Service Delivery, Resource Management, PMP, ERP, Disaster Recovery, Consulting, Budgets, Virtualization, Infrastructure, Management Consulting
Education
Benedictine University 1987 — 1989
MBA, Finance & Accounting, Magna Cum Laude
University of Delaware 1976 — 1980
BS, Consumer Ecomomics, College of Human Resources
The Ounce Of Prevention Fund April 2013 - Present
DeVry Inc. August 2011 - February 2013
DeVry, Inc. July 2007 - August 2011
Aon Service Corporation January 2006 - June 2007
Aon, Risk Services October 2004 - December 2005
Sears, Roebuck & Co November 2001 - June 2004
GlobalNetXchange, LLC December 1999 - October 2001
Sears, Roebuck & Co March 1997 - November 1999
System Software Associates (SSA) August 1993 - February 1997
KPMG Peat Marwick April 1982 - July 1993
Skills
Enterprise Architecture, Change Management, Strategic Planning, Operations Management, Organizational..., Contract Negotiation, Business Process Design, Mainframe, Governance, SDLC, Vendor Management, IT Strategy, IT Management, Team Leadership, Cross-functional Team..., Outsourcing, Management, Business Analysis, Project Planning, Leadership, Business Process, Security, Requirements Analysis, Recruiting, Project Management, Process Improvement, Strategy, CRM, Data Center, Enterprise Software, Information Technology, Risk Management, Program Management, Business Process..., Business Intelligence, Team Building, Integration, PMO, Project Portfolio..., Service Delivery, Resource Management, PMP, ERP, Disaster Recovery, Consulting, Budgets, Virtualization, Infrastructure, Management Consulting
Education
Benedictine University 1987 — 1989
MBA, Finance & Accounting, Magna Cum Laude
University of Delaware 1976 — 1980
BS, Consumer Ecomomics, College of Human Resources
Chris Hendrickson Chris Hendrickson's KPMG Peat Marwick Experience 1975 - 1981
Job Hendrickson Consulting
Industry Financial Services
Experience
Hendrickson Consulting January 2010 - Present
Viamericas November 2007 - January 2010
Good News Garage June 2004 - February 2007
Good News Garage 2004 - 2006
First Data Corporation 2000 - 2003
Western Union International 1993 - 2000
PepsiCo Inc 1982 - 1991
KPMG Peat Marwick 1975 - 1981
Skills
Banking, Debt Management, Foreign Exchange, Business Planning, Financial Analysis, International Business, Non-profits, Financial Planning, Cash Management, Cash Flow, Budgeting, Planning, Forecasting, Business Strategy, Financial Management, Corporate Finance, Money Transfer, Budgets, Managerial Finance, Management, Executive Management, Business Development, Risk Management, Strategy, Mergers & Acquisitions, Acquisition Integration, Financial Reporting, Financial Modeling, Start-ups, Nonprofits, Strategic Financial..., Strategic Planning, Project Planning, Financial Services, Leadership, Due Diligence, Analysis, Finance, Management Consulting, Competitive Analysis, Payments, Private Equity, Restructuring, Investments, Venture Capital, Portfolio Management, Strategic Partnerships, Loans
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1975
MBA, Professional Accounting
Albright College 1970 — 1974
BS, Math
Indian Hills High school 1966 — 1970
College Prep
Hendrickson Consulting January 2010 - Present
Viamericas November 2007 - January 2010
Good News Garage June 2004 - February 2007
Good News Garage 2004 - 2006
First Data Corporation 2000 - 2003
Western Union International 1993 - 2000
PepsiCo Inc 1982 - 1991
KPMG Peat Marwick 1975 - 1981
Skills
Banking, Debt Management, Foreign Exchange, Business Planning, Financial Analysis, International Business, Non-profits, Financial Planning, Cash Management, Cash Flow, Budgeting, Planning, Forecasting, Business Strategy, Financial Management, Corporate Finance, Money Transfer, Budgets, Managerial Finance, Management, Executive Management, Business Development, Risk Management, Strategy, Mergers & Acquisitions, Acquisition Integration, Financial Reporting, Financial Modeling, Start-ups, Nonprofits, Strategic Financial..., Strategic Planning, Project Planning, Financial Services, Leadership, Due Diligence, Analysis, Finance, Management Consulting, Competitive Analysis, Payments, Private Equity, Restructuring, Investments, Venture Capital, Portfolio Management, Strategic Partnerships, Loans
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1975
MBA, Professional Accounting
Albright College 1970 — 1974
BS, Math
Indian Hills High school 1966 — 1970
College Prep
Ruth Schau's KPMG Peat Marwick Experience October 1988 - October 1996
Job Senior Director at TIAACREF
Industry Human Resources
Experience
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
Haiden Turner's KPMG Peat Marwick Experience 1986 - 1988
Job Owner, Winged Disc Technologies, LLC
Industry Computer Software
Experience
Winged Disc Technologies, LLC July 2003 - Present
Haiden W. Turner & Associates, PLLC January 1991 - December 2002
Turner, Tappan & Co. 1990 - 1991
KPMG Peat Marwick 1986 - 1988
Skills
QuickBooks, Small Business, Accounting, Professional Services, Start-ups, Bookkeeping, Integration, Management Consulting, Tax, Financial Reporting, General Ledger, Budgets, Accounts Payable, Consulting, Financial Analysis, Financial Statements, Payroll Taxes, Managerial Finance, Payroll, Peachtree, Finance, Accounts Receivable, Leadership, GAAP, Management, Internal Controls, Sales Tax, Accountants, Tax Preparation, Auditing, Cash Flow, Tax Returns, Tax Accounting, CPA, Income Tax, Preparation, Account Reconciliation, Balance, Corporate Tax, Financial Accounting, Cost Accounting, Strategic Financial..., Executive Management, Journal Entries, Fixed Assets, Expenses, Quicken, Invoicing, Bank Reconciliation
Education
Auburn University 1974 — 1979
MBA, Accounting
Druid Hills HS, Atlanta, GA 1970 — 1973
Winged Disc Technologies, LLC July 2003 - Present
Haiden W. Turner & Associates, PLLC January 1991 - December 2002
Turner, Tappan & Co. 1990 - 1991
KPMG Peat Marwick 1986 - 1988
Skills
QuickBooks, Small Business, Accounting, Professional Services, Start-ups, Bookkeeping, Integration, Management Consulting, Tax, Financial Reporting, General Ledger, Budgets, Accounts Payable, Consulting, Financial Analysis, Financial Statements, Payroll Taxes, Managerial Finance, Payroll, Peachtree, Finance, Accounts Receivable, Leadership, GAAP, Management, Internal Controls, Sales Tax, Accountants, Tax Preparation, Auditing, Cash Flow, Tax Returns, Tax Accounting, CPA, Income Tax, Preparation, Account Reconciliation, Balance, Corporate Tax, Financial Accounting, Cost Accounting, Strategic Financial..., Executive Management, Journal Entries, Fixed Assets, Expenses, Quicken, Invoicing, Bank Reconciliation
Education
Auburn University 1974 — 1979
MBA, Accounting
Druid Hills HS, Atlanta, GA 1970 — 1973
Vincent Russo Vincent Russo's KPMG Peat Marwick Experience 1969 - 1972
Job VP, Finance & CFO at SecLingua, Inc
Industry Accounting
Experience
SecLingua, Inc 2012 - Present
Vincent F. Russo, CPA 1987 - Present
RD Weis Companies 2006 - 2012
Philips Medical Systems 1982 - 1987
Clairol, Inc. 1979 - 1982
Xerox - Latinamerican Group 1975 - 1979
Avis, Inc. 1972 - 1975
KPMG Peat Marwick 1969 - 1972
Skills
Start-ups, Corporate Finance, Budgets, Strategic Planning, Financial Reporting, Contract Negotiation, Accounting, Financial Analysis, New Business Development, Team Building, Internal Controls, Strategic Financial..., Corporate Budgeting, Variance Analysis, Due Diligence, Acquisitions, Business Strategy, Management Consulting, Profit Maximization, Strategy, Accounting Applications, Account Reconciliation, Forecasting, Debt Management, Negotiation, Account Management, Cross-functional Team..., Business Planning, Team Leadership, Cost Accounting, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 1966 — 1969
BBA/MBA, ACCOUNTING/FINANCE
Brooklyn Technical H.S. 1961 — 1965
College Prep
SecLingua, Inc 2012 - Present
Vincent F. Russo, CPA 1987 - Present
RD Weis Companies 2006 - 2012
Philips Medical Systems 1982 - 1987
Clairol, Inc. 1979 - 1982
Xerox - Latinamerican Group 1975 - 1979
Avis, Inc. 1972 - 1975
KPMG Peat Marwick 1969 - 1972
Skills
Start-ups, Corporate Finance, Budgets, Strategic Planning, Financial Reporting, Contract Negotiation, Accounting, Financial Analysis, New Business Development, Team Building, Internal Controls, Strategic Financial..., Corporate Budgeting, Variance Analysis, Due Diligence, Acquisitions, Business Strategy, Management Consulting, Profit Maximization, Strategy, Accounting Applications, Account Reconciliation, Forecasting, Debt Management, Negotiation, Account Management, Cross-functional Team..., Business Planning, Team Leadership, Cost Accounting, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 1966 — 1969
BBA/MBA, ACCOUNTING/FINANCE
Brooklyn Technical H.S. 1961 — 1965
College Prep
Shelly Frierson's KPMG Peat Marwick Experience January 1993 - January 1996
Job CPA, Consultant business processes and technology solutions
Industry Accounting
Experience
Frierson Consulting Services January 1989 - Present
Frierson Consulting Services 2001 - 2011
Small consulting firm of Sage software May 2008 - August 2008
Global engineering and consulting firm November 2007 - March 2008
Liberty Tax Services January 2007 - April 2007
Dell Financial Services 2002 - 2003
Dell Computer Corporation 1997 - 2001
Oracle Corporation October 1996 - October 1997
KPMG Peat Marwick January 1993 - January 1996
KPMG, LLP January 1991 - January 1996
Education
Baylor University
BBA, Accounting
Frierson Consulting Services January 1989 - Present
Frierson Consulting Services 2001 - 2011
Small consulting firm of Sage software May 2008 - August 2008
Global engineering and consulting firm November 2007 - March 2008
Liberty Tax Services January 2007 - April 2007
Dell Financial Services 2002 - 2003
Dell Computer Corporation 1997 - 2001
Oracle Corporation October 1996 - October 1997
KPMG Peat Marwick January 1993 - January 1996
KPMG, LLP January 1991 - January 1996
Education
Baylor University
BBA, Accounting
David Westman's KPMG Peat Marwick Experience May 1989 - December 1996
Job Chief Executive Officer
Industry Executive Office
Experience
Westman & Associates Consulting April 2011 - Present
Congress of Neurological Surgeons July 2012 - May 2014
American Association of Diabetes Educators February 2012 - July 2012
Emergency Nurses Association August 2004 - March 2011
McGladrey & Pullen 1996 - 2004
RSM McGladrey 1996 - 2004
KPMG Peat Marwick May 1989 - December 1996
Clarcor November 1980 - May 1989
Skills
Instituting governance..., Facilitating strategic..., Negotiating and..., Marketing/selling..., Benchmarking and..., Building high..., Developing and..., Designing performance..., Implementing..., Designing enterprise..., Strategic Planning, Facilitators, Program Management, Governance, Designing, Deferred Compensation, Negotiation, Performance Management, Process Improvement, Best Practices, Benchmarking, Change Management, Nonprofits, Management Consulting, Team Building, Healthcare, Risk Management, Mergers & Acquisitions, Human Resources, Strategy, Business Strategy, Training, Management, Leadership, Organizational..., Employee Relations, Budgets, Accounting, Public Speaking, Coaching, Marketing, Project Management, Program Development, Analysis, Project Planning, Leadership Development, New Business Development, Association Management, Market Research, Consulting
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance, Marketing
Augustana College 1976 — 1980
B.A., Political Science, History, Education
Rockford East 1973 — 1976
Westman & Associates Consulting April 2011 - Present
Congress of Neurological Surgeons July 2012 - May 2014
American Association of Diabetes Educators February 2012 - July 2012
Emergency Nurses Association August 2004 - March 2011
McGladrey & Pullen 1996 - 2004
RSM McGladrey 1996 - 2004
KPMG Peat Marwick May 1989 - December 1996
Clarcor November 1980 - May 1989
Skills
Instituting governance..., Facilitating strategic..., Negotiating and..., Marketing/selling..., Benchmarking and..., Building high..., Developing and..., Designing performance..., Implementing..., Designing enterprise..., Strategic Planning, Facilitators, Program Management, Governance, Designing, Deferred Compensation, Negotiation, Performance Management, Process Improvement, Best Practices, Benchmarking, Change Management, Nonprofits, Management Consulting, Team Building, Healthcare, Risk Management, Mergers & Acquisitions, Human Resources, Strategy, Business Strategy, Training, Management, Leadership, Organizational..., Employee Relations, Budgets, Accounting, Public Speaking, Coaching, Marketing, Project Management, Program Development, Analysis, Project Planning, Leadership Development, New Business Development, Association Management, Market Research, Consulting
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance, Marketing
Augustana College 1976 — 1980
B.A., Political Science, History, Education
Rockford East 1973 — 1976
Nancy Skoe Nancy Skoe's KPMG Peat Marwick Experience 1982 - 1989
Job Business Consultant
Industry Accounting
Experience
Neopart LLC 2010 - Present
Proterra Inc October 2011 - January 2013
r2 advisors, llc 2008 - 2010
Neopart, LLC 2007 - 2008
Neoplan USA 2003 - 2008
Gretag Imaging, Inc. 1999 - 2003
The Pillsbury Company 1998 - 1999
FSI International 1989 - 1998
KPMG Peat Marwick 1982 - 1989
US Army 1975 - 1981
Skills
Financial Reporting, Forecasting, Mergers, Business Strategy, Due Diligence, Contract Negotiation, Cash Flow, Corporate Finance, Restructuring, Strategy, Business Process..., Budgets, Strategic Financial..., Program Management, Auditing, Financial Accounting, Management Consulting, Finance, Financial Analysis, Manufacturing, Cost Accounting, Risk Management, Internal Audit, Analysis, Pricing, Internal Controls, Start-ups, Cross-functional Team..., Team Management, Strategic Planning, Negotiation, ERP, Mergers & Acquisitions, Business Planning, Vendor Management, Financial Modeling, Process Improvement, Sales, Executive Management, Managerial Finance, Leadership, Change Management, Sarbanes-Oxley Act, Management, Acquisition Integration, Credit, Supply Chain, Business Development, Accounting
Education
Bemidji State University 1979 — 1982
BS, Accounting & Business Admin
Saint Leo University 1976 — 1978
Associates, Accounting
Neopart LLC 2010 - Present
Proterra Inc October 2011 - January 2013
r2 advisors, llc 2008 - 2010
Neopart, LLC 2007 - 2008
Neoplan USA 2003 - 2008
Gretag Imaging, Inc. 1999 - 2003
The Pillsbury Company 1998 - 1999
FSI International 1989 - 1998
KPMG Peat Marwick 1982 - 1989
US Army 1975 - 1981
Skills
Financial Reporting, Forecasting, Mergers, Business Strategy, Due Diligence, Contract Negotiation, Cash Flow, Corporate Finance, Restructuring, Strategy, Business Process..., Budgets, Strategic Financial..., Program Management, Auditing, Financial Accounting, Management Consulting, Finance, Financial Analysis, Manufacturing, Cost Accounting, Risk Management, Internal Audit, Analysis, Pricing, Internal Controls, Start-ups, Cross-functional Team..., Team Management, Strategic Planning, Negotiation, ERP, Mergers & Acquisitions, Business Planning, Vendor Management, Financial Modeling, Process Improvement, Sales, Executive Management, Managerial Finance, Leadership, Change Management, Sarbanes-Oxley Act, Management, Acquisition Integration, Credit, Supply Chain, Business Development, Accounting
Education
Bemidji State University 1979 — 1982
BS, Accounting & Business Admin
Saint Leo University 1976 — 1978
Associates, Accounting
Mark J. Boehnlein, RPA, FMA, CPM, CLP Mark J. Boehnlein, RPA, FMA, CPM, CLP's KPMG Peat Marwick Experience 1983 - 1987
Job Vice President/Senior Manager at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2015 - Present
Cassidy Turley d.b.a. DTZ April 2012 - Present
MJB Real Estate Services 1992 - Present
BOMI International July 2003 - June 2013
Jones Lang LaSalle Americas, Inc November 2011 - April 2012
Kodiak Realty Services, LLC April 2008 - 2010
BOMI International April 2007 - October 2007
Colliers International August 1992 - March 2007
Weston, Inc. 1987 - 1991
KPMG Peat Marwick 1983 - 1987
Skills
Real Estate, Asset Management, Commercial Real Estate, Contract Negotiation, Budgets, Real Estate Development, Property Management, Leases, Corporate Real Estate, Management, Brokerage, Real Estate Economics, Strategy, Leadership, Disposition, Facilities Management, Real Estate Transactions, Location Intelligence, Strategic Planning, Due Diligence, Business Development, Asset Managment, Tenant, Property, Negotiation, Investments, Finance, Lease Administration, Investment Properties, Landlords, Tenant Representation, Training, Contract Management, Acquisitions, Shopping Centers, Lease Negotiations, Executive Management, Receiverships, Management Consulting, Selling, Portfolio Management, Real Estate Financing, Valuation, Nonprofits, Leadership Development, Mergers & Acquisitions, Market Analysis, Business Planning, Land Acquisition, Sellers
Education
Baldwin Wallace University 1981 — 1984
BA, Accounting and Finance
Baldwin Wallace University
BA Accounting and Finance
Cushman & Wakefield September 2015 - Present
Cassidy Turley d.b.a. DTZ April 2012 - Present
MJB Real Estate Services 1992 - Present
BOMI International July 2003 - June 2013
Jones Lang LaSalle Americas, Inc November 2011 - April 2012
Kodiak Realty Services, LLC April 2008 - 2010
BOMI International April 2007 - October 2007
Colliers International August 1992 - March 2007
Weston, Inc. 1987 - 1991
KPMG Peat Marwick 1983 - 1987
Skills
Real Estate, Asset Management, Commercial Real Estate, Contract Negotiation, Budgets, Real Estate Development, Property Management, Leases, Corporate Real Estate, Management, Brokerage, Real Estate Economics, Strategy, Leadership, Disposition, Facilities Management, Real Estate Transactions, Location Intelligence, Strategic Planning, Due Diligence, Business Development, Asset Managment, Tenant, Property, Negotiation, Investments, Finance, Lease Administration, Investment Properties, Landlords, Tenant Representation, Training, Contract Management, Acquisitions, Shopping Centers, Lease Negotiations, Executive Management, Receiverships, Management Consulting, Selling, Portfolio Management, Real Estate Financing, Valuation, Nonprofits, Leadership Development, Mergers & Acquisitions, Market Analysis, Business Planning, Land Acquisition, Sellers
Education
Baldwin Wallace University 1981 — 1984
BA, Accounting and Finance
Baldwin Wallace University
BA Accounting and Finance
Cynthia Hays Cynthia Hays's KPMG Peat Marwick Experience 1987 - 2000
Job Quality Professional
Industry Automotive
Experience
Baker University September 2009 - Present
Behr November 2000 - May 2009
KPMG Peat Marwick 1987 - 2000
Ford Motor Company 1995 - 1996
Lear Corporation 1994 - 1995
La-Z-Boy 1991 - 1994
Skills
Continuous Improvement, Manufacturing, Process Improvement, Automotive, SPC, Lean Manufacturing, Six Sigma, FMEA
Education
Baker College Business and Corporate Services 2009 — 2011
Respiratory Care
Michigan State University 1985 — 1990
BS, Packaging Engineering
Baker University September 2009 - Present
Behr November 2000 - May 2009
KPMG Peat Marwick 1987 - 2000
Ford Motor Company 1995 - 1996
Lear Corporation 1994 - 1995
La-Z-Boy 1991 - 1994
Skills
Continuous Improvement, Manufacturing, Process Improvement, Automotive, SPC, Lean Manufacturing, Six Sigma, FMEA
Education
Baker College Business and Corporate Services 2009 — 2011
Respiratory Care
Michigan State University 1985 — 1990
BS, Packaging Engineering
Tracy G. Stewart Tracy G. Stewart's KPMG Peat Marwick Experience September 1989 - February 1992
Job Senior Manager, Retail Programs Oversight Controls and Governance at Health Care Services Corporation
Industry Information Technology and Services
Experience
Health Care Service Corporation March 2014 - Present
Health Care Service Corporation January 2012 - Present
Rose International March 2011 - January 2012
Tribune Company September 2008 - June 2010
Allstate Insurance September 2000 - September 2008
CNA Insurance May 1994 - September 2000
Pena and Associates April 1992 - February 1994
KPMG Peat Marwick September 1989 - February 1992
Skills
IT Audit, Risk Management, Information Technology, SDLC, Governance, Process Improvement, Disaster Recovery, Sarbanes-Oxley Act, CISA, ITIL, Information Security, Auditing, IT Strategy, Vendor Management, Leadership, Business Continuity, Business Analysis, Internal Controls, Security, COBIT, Business Process, PMP, HIPAA, Computer Security, Active Directory, Data Center, Change Management, PCI DSS, CISSP, IT Service Management, IT Management, Business Process..., SOX, Affordable Care Act
Education
American Sentinel University 2000 — 2002
MS
United States Military Academy at West Point 1976 — 1980
Health Care Service Corporation March 2014 - Present
Health Care Service Corporation January 2012 - Present
Rose International March 2011 - January 2012
Tribune Company September 2008 - June 2010
Allstate Insurance September 2000 - September 2008
CNA Insurance May 1994 - September 2000
Pena and Associates April 1992 - February 1994
KPMG Peat Marwick September 1989 - February 1992
Skills
IT Audit, Risk Management, Information Technology, SDLC, Governance, Process Improvement, Disaster Recovery, Sarbanes-Oxley Act, CISA, ITIL, Information Security, Auditing, IT Strategy, Vendor Management, Leadership, Business Continuity, Business Analysis, Internal Controls, Security, COBIT, Business Process, PMP, HIPAA, Computer Security, Active Directory, Data Center, Change Management, PCI DSS, CISSP, IT Service Management, IT Management, Business Process..., SOX, Affordable Care Act
Education
American Sentinel University 2000 — 2002
MS
United States Military Academy at West Point 1976 — 1980
Barbara Hoehn Barbara Hoehn's KPMG Peat Marwick Experience 1992 - 1995
Job of Healthought Leaders, Inc
Industry Information Technology and Services
Experience
UPHS July 2008 - Present
Healthought Leaders, Inc January 2006 - Present
University of Pennsylvania Health System December 2006 - July 2008
Medmatica Consulting Associates 2006 - May 2008
First Consulting Group 1995 - 2005
KPMG Peat Marwick 1992 - 1995
E&Y 1988 - 1992
Nassau County Dept of Management Information 1984 - 1988
Nassau County Medical Center 1973 - 1984
Education
Adelphi University 1984 — 1986
MBA, Management
Adelphi University 1982 — 1984
BS, Information Systems
New Rochelle Hospital 1970 — 1973
RN, Nursing
UPHS July 2008 - Present
Healthought Leaders, Inc January 2006 - Present
University of Pennsylvania Health System December 2006 - July 2008
Medmatica Consulting Associates 2006 - May 2008
First Consulting Group 1995 - 2005
KPMG Peat Marwick 1992 - 1995
E&Y 1988 - 1992
Nassau County Dept of Management Information 1984 - 1988
Nassau County Medical Center 1973 - 1984
Education
Adelphi University 1984 — 1986
MBA, Management
Adelphi University 1982 — 1984
BS, Information Systems
New Rochelle Hospital 1970 — 1973
RN, Nursing
Ed Jaworski Ed Jaworski's KPMG Peat Marwick Experience June 1979 - April 1982
Job SMB Partners, LLC Database Developer and Advanced Certified QuickBooks ProAdvisor
Industry Computer Software
Experience
SMB Partners, LLC January 2009 - Present
Keefe Tech Continuing Education Program April 2004 - Present
Solutions for Office Software January 2002 - December 2008
PeopleSoft January 1998 - December 2001
Sun Life Financial August 1986 - November 1997
Eastern Utility Associates June 1982 - June 1986
KPMG Peat Marwick June 1979 - April 1982
Skills
Quickbooks, Access, Accounting, Quicken, VBA, Excel, Word, PowerPoint, Microsoft Excel, QuickBooks, Databases, Database Design, SQL, Microsoft Word, Business Analysis, Small Business, Analysis, ERP, Business Process, Training, PeopleSoft, Process Improvement, Visio, Networking, Bookkeeping
Education
Bentley University 1984 — 1989
MS CIS, Computer Information Systems
Northeastern University 1975 — 1980
BSBA, Accounting concentration
SMB Partners, LLC January 2009 - Present
Keefe Tech Continuing Education Program April 2004 - Present
Solutions for Office Software January 2002 - December 2008
PeopleSoft January 1998 - December 2001
Sun Life Financial August 1986 - November 1997
Eastern Utility Associates June 1982 - June 1986
KPMG Peat Marwick June 1979 - April 1982
Skills
Quickbooks, Access, Accounting, Quicken, VBA, Excel, Word, PowerPoint, Microsoft Excel, QuickBooks, Databases, Database Design, SQL, Microsoft Word, Business Analysis, Small Business, Analysis, ERP, Business Process, Training, PeopleSoft, Process Improvement, Visio, Networking, Bookkeeping
Education
Bentley University 1984 — 1989
MS CIS, Computer Information Systems
Northeastern University 1975 — 1980
BSBA, Accounting concentration
Dov Seewald's KPMG Peat Marwick Experience January 1997 - December 1999
Job President and Founder at Seewald Consulting Corp.
Industry Consumer Goods
Experience
Seewald Consulting Corp. September 2009 - Present
U.S. Smokeless Tobacco Company November 1999 - October 2009
UST Inc. 1999 - 2009
KPMG Peat Marwick January 1997 - December 1999
Skills
Tax, Litigation, Mergers, Corporate Tax, Tax Law, Financial Reporting, Financial Analysis, Due Diligence, Budget, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Negotiation, Business Planning, Auditing, Contract Negotiation, Corporate Finance, Tax Preparation, Analysis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1993 — 1996
JD, Law
Yeshiva University 1990 — 1993
BA, Economics
Seewald Consulting Corp. September 2009 - Present
U.S. Smokeless Tobacco Company November 1999 - October 2009
UST Inc. 1999 - 2009
KPMG Peat Marwick January 1997 - December 1999
Skills
Tax, Litigation, Mergers, Corporate Tax, Tax Law, Financial Reporting, Financial Analysis, Due Diligence, Budget, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Negotiation, Business Planning, Auditing, Contract Negotiation, Corporate Finance, Tax Preparation, Analysis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1993 — 1996
JD, Law
Yeshiva University 1990 — 1993
BA, Economics
Ross Yingling Ross Yingling's KPMG Peat Marwick Experience October 1995 - January 1997
Job Substitute Teacher at Conway Public Schools
Industry Information Services
Experience
Conway Public Schools November 2010 - Present
Marocom Group March 2008 - December 2010
Acxiom Corporation July 1998 - March 2007
Analytical Technologies January 1997 - June 1998
KPMG Peat Marwick October 1995 - January 1997
United States Navy May 1989 - October 1995
Southern Arkansas University - Magnolia August 1985 - June 1987
Education
Arkansas State University 1987 — 1988
MBA, General
Harding University 1981 — 1985
BBA, Computer Information Systems
Conway Public Schools November 2010 - Present
Marocom Group March 2008 - December 2010
Acxiom Corporation July 1998 - March 2007
Analytical Technologies January 1997 - June 1998
KPMG Peat Marwick October 1995 - January 1997
United States Navy May 1989 - October 1995
Southern Arkansas University - Magnolia August 1985 - June 1987
Education
Arkansas State University 1987 — 1988
MBA, General
Harding University 1981 — 1985
BBA, Computer Information Systems
Bill Patterson Bill Patterson's KPMG Peat Marwick Experience January 1997 - August 1998
Job Principal at Bridgepoint Consulting LLC
Industry Management Consulting
Experience
Bridgepoint Consulting LLC June 2003 - Present
Patterson Consulting February 2001 - June 2003
Memorial Enterprises August 1998 - January 2001
KPMG Peat Marwick January 1997 - August 1998
TEAMSS Consulting September 1994 - December 1996
PricewaterhouseCoopers August 1985 - August 1994
Skills
Due Diligence, Accounting, Restructuring, Financial Reporting, Financial Management, Forensic Accounting, Internal Audit, Financial Analysis, Mergers, SOX, Strategic Planning, Forecasting, Process Improvement, Management Consulting, Financial Modeling, Litigation Support, Business Planning, Financial Planning, Business Analysis, Change Management, Cash Flow, Business Process..., Cost Reduction, Strategy Development, Budgets, Risk Management, Managerial Finance, Strategy, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Strategic Financial..., SEC filings, Bankruptcy
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting
Bridgepoint Consulting LLC June 2003 - Present
Patterson Consulting February 2001 - June 2003
Memorial Enterprises August 1998 - January 2001
KPMG Peat Marwick January 1997 - August 1998
TEAMSS Consulting September 1994 - December 1996
PricewaterhouseCoopers August 1985 - August 1994
Skills
Due Diligence, Accounting, Restructuring, Financial Reporting, Financial Management, Forensic Accounting, Internal Audit, Financial Analysis, Mergers, SOX, Strategic Planning, Forecasting, Process Improvement, Management Consulting, Financial Modeling, Litigation Support, Business Planning, Financial Planning, Business Analysis, Change Management, Cash Flow, Business Process..., Cost Reduction, Strategy Development, Budgets, Risk Management, Managerial Finance, Strategy, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Strategic Financial..., SEC filings, Bankruptcy
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting
Robert Krzeminski's KPMG Peat Marwick Experience May 1992 - May 1996
Job SAP Senior Integration Lead Navy ERP
Industry Computer Software
Experience
RMK Consulting, Inc. April 2013 - Present
RMK Consulting, Inc. May 1998 - Present
Navy ERP and NAVAIR May 2000 - April 2013
Northrop Grumman Corporation May 1998 - May 2000
GTECH Corporation May 1996 - May 1998
KPMG Peat Marwick May 1992 - May 1996
USAF Gunter Air Force Base June 1987 - May 1992
Skills
Integration, SAP, DoD, Military, Navy, Six Sigma, SAP Implementation, Project Management, ERP, Program Management, Business Process, SAP ERP, Strategic Communications, Management Consulting
Education
Auburn University 1989 — 1991
MBA
United States Air Force Academy 1984 — 1987
BS, Engineering
Immaculata High School 1979 — 1983
RMK Consulting, Inc. April 2013 - Present
RMK Consulting, Inc. May 1998 - Present
Navy ERP and NAVAIR May 2000 - April 2013
Northrop Grumman Corporation May 1998 - May 2000
GTECH Corporation May 1996 - May 1998
KPMG Peat Marwick May 1992 - May 1996
USAF Gunter Air Force Base June 1987 - May 1992
Skills
Integration, SAP, DoD, Military, Navy, Six Sigma, SAP Implementation, Project Management, ERP, Program Management, Business Process, SAP ERP, Strategic Communications, Management Consulting
Education
Auburn University 1989 — 1991
MBA
United States Air Force Academy 1984 — 1987
BS, Engineering
Immaculata High School 1979 — 1983
Beverly Valletta's KPMG Peat Marwick Experience 1986 - 1989
Job Human Resources Specialist/Director Volunteer Board at Shriners Hospitals for Children
Industry Hospital & Health Care
Experience
Shriners Hospitals for Children February 2006 - Present
Shriners Hospital for Children - Salt Lake City 2006 - Present
BP Castrol, Wayne NJ June 1993 - October 1995
KPMG Peat Marwick 1986 - 1989
Skills
System Administration, Healthcare, FMLA, Customer Service, Employee Benefits, Benefits Administration, Employee Relations, Leadership Development, Performance Management, Training
Education
American Public University System 2011 — 2014
Bachelor of Business Administration (B.B.A.), HR Management
Bay Path College 1981 — 1983
Travel Administration
Ramsey HS
Shriners Hospitals for Children February 2006 - Present
Shriners Hospital for Children - Salt Lake City 2006 - Present
BP Castrol, Wayne NJ June 1993 - October 1995
KPMG Peat Marwick 1986 - 1989
Skills
System Administration, Healthcare, FMLA, Customer Service, Employee Benefits, Benefits Administration, Employee Relations, Leadership Development, Performance Management, Training
Education
American Public University System 2011 — 2014
Bachelor of Business Administration (B.B.A.), HR Management
Bay Path College 1981 — 1983
Travel Administration
Ramsey HS
Marilyn Halbreich Marilyn Halbreich's KPMG Peat Marwick Experience 1986 - 2001
Job Revenue Accountant at SunGard
Industry Information Technology and Services
Experience
SunGard March 2012 - Present
Millward Brown October 2010 - March 2012
Millward Brown March 2008 - October 2010
BP 2005 - 2008
BP 2003 - 2005
KPMG Peat Marwick 1986 - 2001
Skills
Process Improvement, Accounting, Financial Analysis, General Ledger..., Profitability Analysis, Customer Service, Accounts Receivable, Revenue Recognition, Revenue Forecasting, CO-PA, Internal Controls, US GAAP, Analytics, SAP, Account Reconciliation, Financial Modeling, Sarbanes-Oxley Act
Education
Benedictine University 1999 — 2003
BBA, Accounting
SunGard March 2012 - Present
Millward Brown October 2010 - March 2012
Millward Brown March 2008 - October 2010
BP 2005 - 2008
BP 2003 - 2005
KPMG Peat Marwick 1986 - 2001
Skills
Process Improvement, Accounting, Financial Analysis, General Ledger..., Profitability Analysis, Customer Service, Accounts Receivable, Revenue Recognition, Revenue Forecasting, CO-PA, Internal Controls, US GAAP, Analytics, SAP, Account Reconciliation, Financial Modeling, Sarbanes-Oxley Act
Education
Benedictine University 1999 — 2003
BBA, Accounting
Patrick J. McNamara CPA Patrick J. McNamara CPA's KPMG Peat Marwick Experience 1985 - 1988
Job Regional Finance Director at World Society for the Protection of Animals
Industry Nonprofit Organization Management
Experience
World Animal Protection 2013 - Present
ASPCA 2011 - 2012
New York Road Runners 2002 - 2011
The Solomon R. Guggenheim Museum 2000 - 2002
New York City Opera 1993 - 2000
New York Philharmonic 1989 - 1993
KPMG Peat Marwick 1985 - 1988
Loeb & Troper 1983 - 1985
Skills
Corporate Finance, Financial Modeling, Budgets, Financial Reporting, Internal Controls, Forecasting, Accounting, Accounts Receivable, Management, Cash Flow, Auditing, Nonprofits, Strategic Financial..., Finance, Managerial Finance, Analysis, Mergers & Acquisitions, Start-ups, General Ledger, Leadership, Due Diligence, Management Consulting, Tax, Business Strategy, Executive Management, Project Planning, Financial Accounting, Financial Analysis, CPA, Microsoft Excel, Payroll, Not for Profit, Financial Forecasting, US GAAP reporting, Risk Management
Education
Alfred University 1979 — 1983
Bachelor of Science, Accounting
World Animal Protection 2013 - Present
ASPCA 2011 - 2012
New York Road Runners 2002 - 2011
The Solomon R. Guggenheim Museum 2000 - 2002
New York City Opera 1993 - 2000
New York Philharmonic 1989 - 1993
KPMG Peat Marwick 1985 - 1988
Loeb & Troper 1983 - 1985
Skills
Corporate Finance, Financial Modeling, Budgets, Financial Reporting, Internal Controls, Forecasting, Accounting, Accounts Receivable, Management, Cash Flow, Auditing, Nonprofits, Strategic Financial..., Finance, Managerial Finance, Analysis, Mergers & Acquisitions, Start-ups, General Ledger, Leadership, Due Diligence, Management Consulting, Tax, Business Strategy, Executive Management, Project Planning, Financial Accounting, Financial Analysis, CPA, Microsoft Excel, Payroll, Not for Profit, Financial Forecasting, US GAAP reporting, Risk Management
Education
Alfred University 1979 — 1983
Bachelor of Science, Accounting
Randy Skoda Randy Skoda's KPMG Peat Marwick Experience July 1984 - March 1993
Job President & CEO at Topco Associates LLC
Industry Retail
Experience
Topco Associates LLC December 2011 - Present
Topco Associates LLC April 2005 - May 2012
Old Town Partners July 2002 - March 2005
Sayers November 1996 - June 2002
KPMG Peat Marwick July 1984 - March 1993
Education
Baylor University - Hankamer School of Business 1980 — 1984
Topco Associates LLC December 2011 - Present
Topco Associates LLC April 2005 - May 2012
Old Town Partners July 2002 - March 2005
Sayers November 1996 - June 2002
KPMG Peat Marwick July 1984 - March 1993
Education
Baylor University - Hankamer School of Business 1980 — 1984
Juan Carlos Evans Juan Carlos Evans's KPMG Peat Marwick Experience June 2001 - May 2003
Job Director/Sr PeopleSoft Consultant, Envision Bridge Consulting
Industry Information Technology and Services
Experience
Envision Bridge Consulting September 2004 - Present
KPMG Peat Marwick June 2001 - May 2003
BearingPoint Consulting June 1998 - May 2001
ACNielsen February 1996 - June 1999
Sears, Roebuck and Co. January 1995 - February 1996
Skills
PeopleSoft Financials, PeopleSoft..., Project Management, Financials, Business Process, Business Intelligence, General Ledger, nVision, User Acceptance Testing, PeopleSoft, ERP, PeopleTools, PeopleSoft Financial, SQR, Software Documentation, Requirements Gathering, Crystal Reports, Consulting, Production Support, Quality Assurance, Oracle Applications, Business Analysis, Business Process..., Management, SDLC, Oracle
Education
The University of Texas at Austin 1999 — 2001
Executive MBA, Business
Tecnológico de Monterrey 1998 — 2001
Master in Administration, Business
Instituto Tecnológico Autónomo de México 1988 — 1992
Business, Business
Universidad Latinoamericana, S.C. 1985 — 1988
Highschool
Envision Bridge Consulting September 2004 - Present
KPMG Peat Marwick June 2001 - May 2003
BearingPoint Consulting June 1998 - May 2001
ACNielsen February 1996 - June 1999
Sears, Roebuck and Co. January 1995 - February 1996
Skills
PeopleSoft Financials, PeopleSoft..., Project Management, Financials, Business Process, Business Intelligence, General Ledger, nVision, User Acceptance Testing, PeopleSoft, ERP, PeopleTools, PeopleSoft Financial, SQR, Software Documentation, Requirements Gathering, Crystal Reports, Consulting, Production Support, Quality Assurance, Oracle Applications, Business Analysis, Business Process..., Management, SDLC, Oracle
Education
The University of Texas at Austin 1999 — 2001
Executive MBA, Business
Tecnológico de Monterrey 1998 — 2001
Master in Administration, Business
Instituto Tecnológico Autónomo de México 1988 — 1992
Business, Business
Universidad Latinoamericana, S.C. 1985 — 1988
Highschool
Charlie Merrill's KPMG Peat Marwick Experience 1993 - 1997
Job Self Employed Organization Change Consultant
Industry Management Consulting
Experience
Self Employed 2009 - Present
Cargill 2014 - 2014
IBM 1997 - 2009
KPMG Peat Marwick 1993 - 1997
Digital Equipment Corporation 1989 - 1993
Skills
Change Management, Stakeholder Analysis, Change Impact Analysis, Business Transformation, Management Consulting, Organizational..., Organizational Design, Business Process, Leadership, Strategy, Management, Cross-functional Team..., Business Analysis, Business Process..., Program Management, Recruiting, Consulting, Training, Business Strategy, IT Strategy, Project Portfolio..., Business Intelligence, Strategic Planning, Coaching, Project Delivery, PMO, Performance Improvement, Business Process Design, Business Process..., Outsourcing, Process Engineering, Executive Coaching, Process Improvement, Stakeholder Management, Employee Training, Governance, Organizational..., PMP, Executive Management, Shared Services, ERP, Vendor Management, CRM, Enterprise Software, Quality Assurance, Integration, Professional Services, Acquisition Integration, Culture Change, Enterprise Architecture
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1985
MBA, Marketing
Harvard University 1963 — 1969
BA, Computer Science and Biology
Harvard University 1963 — 1967
ab, biology
Shady Hill School 1949 — 1960
belmont hill school
Self Employed 2009 - Present
Cargill 2014 - 2014
IBM 1997 - 2009
KPMG Peat Marwick 1993 - 1997
Digital Equipment Corporation 1989 - 1993
Skills
Change Management, Stakeholder Analysis, Change Impact Analysis, Business Transformation, Management Consulting, Organizational..., Organizational Design, Business Process, Leadership, Strategy, Management, Cross-functional Team..., Business Analysis, Business Process..., Program Management, Recruiting, Consulting, Training, Business Strategy, IT Strategy, Project Portfolio..., Business Intelligence, Strategic Planning, Coaching, Project Delivery, PMO, Performance Improvement, Business Process Design, Business Process..., Outsourcing, Process Engineering, Executive Coaching, Process Improvement, Stakeholder Management, Employee Training, Governance, Organizational..., PMP, Executive Management, Shared Services, ERP, Vendor Management, CRM, Enterprise Software, Quality Assurance, Integration, Professional Services, Acquisition Integration, Culture Change, Enterprise Architecture
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1985
MBA, Marketing
Harvard University 1963 — 1969
BA, Computer Science and Biology
Harvard University 1963 — 1967
ab, biology
Shady Hill School 1949 — 1960
belmont hill school
Alberto Barcia, CPA's KPMG Peat Marwick Experience June 2010 - Present
Job KPMG LLP Financial Services Associate
Industry Financial Services
Experience
KPMG Peat Marwick June 2010 - Present
Brown Harris Stevens June 2004 - May 2010
Deutsche Bank March 2003 - March 2004
Skills
Accounting, Auditing, Data Analysis, Leadership, Financial Analysis, Financial Reporting, Training, Microsoft Excel, Financial Accounting, Financial Modeling, Due Diligence, Valuation, PowerPoint, Internal Controls, QuickBooks, US GAAP, Research, Financial Services, Banking, Tax, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Accountancy
Baruch College 2008 — 2011
Master of Business Administration (MBA), Accounting
City University of New York City College 2002 — 2007
B.A., Economics
KPMG Peat Marwick June 2010 - Present
Brown Harris Stevens June 2004 - May 2010
Deutsche Bank March 2003 - March 2004
Skills
Accounting, Auditing, Data Analysis, Leadership, Financial Analysis, Financial Reporting, Training, Microsoft Excel, Financial Accounting, Financial Modeling, Due Diligence, Valuation, PowerPoint, Internal Controls, QuickBooks, US GAAP, Research, Financial Services, Banking, Tax, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Accountancy
Baruch College 2008 — 2011
Master of Business Administration (MBA), Accounting
City University of New York City College 2002 — 2007
B.A., Economics
Stephane Bourles's KPMG Peat Marwick Experience April 1997 - April 2000
Job CIO at Brain Balance Achievement Centers
Industry Education Management
Experience
Brain Balance Achievement Centers October 2014 - Present
Grass Valley September 2010 - September 2014
Technicolor January 2004 - October 2010
Technicolor October 2002 - December 2003
Technicolor April 2000 - October 2002
KPMG Peat Marwick April 1997 - April 2000
Accenture August 1995 - April 1997
Skills
Program Management, IT Strategy, Cloud Computing, Business Intelligence, SaaS, Cross-functional Team..., Outsourcing, Vendor Management, SAP, ERP, IT Management, Salesforce.com, CRM, Enterprise Software, Business Process..., Management, Budgets, Agile Project Management, Leadership, Strategy, International Management, Team Leadership, IT Outsourcing, Project Portfolio..., Product Management, Networking, IT Operations, Due Diligence, Business Process, Telecommunications, Mergers & Acquisitions, IT Service Management, Pre-sales, Solution Architecture, Divestitures, Enterprise Architecture, Consulting, Executive Management, Data Warehousing, Professional Services, SDLC, ITIL, CMMI, Predictive Analytics, PCI DSS, Network Security, Safe Harbor, E-commerce, Project Management
Education
Institut supérieur d'Electronique de Paris 1990 — 1995
Master of Science (M.Sc.), Information Technology
Brain Balance Achievement Centers October 2014 - Present
Grass Valley September 2010 - September 2014
Technicolor January 2004 - October 2010
Technicolor October 2002 - December 2003
Technicolor April 2000 - October 2002
KPMG Peat Marwick April 1997 - April 2000
Accenture August 1995 - April 1997
Skills
Program Management, IT Strategy, Cloud Computing, Business Intelligence, SaaS, Cross-functional Team..., Outsourcing, Vendor Management, SAP, ERP, IT Management, Salesforce.com, CRM, Enterprise Software, Business Process..., Management, Budgets, Agile Project Management, Leadership, Strategy, International Management, Team Leadership, IT Outsourcing, Project Portfolio..., Product Management, Networking, IT Operations, Due Diligence, Business Process, Telecommunications, Mergers & Acquisitions, IT Service Management, Pre-sales, Solution Architecture, Divestitures, Enterprise Architecture, Consulting, Executive Management, Data Warehousing, Professional Services, SDLC, ITIL, CMMI, Predictive Analytics, PCI DSS, Network Security, Safe Harbor, E-commerce, Project Management
Education
Institut supérieur d'Electronique de Paris 1990 — 1995
Master of Science (M.Sc.), Information Technology
Gregg Nolan's KPMG Peat Marwick Experience June 1968 - September 1968
Job Chairman.CFO GFE Corp, LLC Member/Manager at MENA GROUP, LLC
Industry Financial Services
Experience
MENA GROUP, LLC June 2013 - Present
VIP Marketing Group, LLC January 1996 - Present
Multi-Media Group, LLC January 1996 - Present
The Global Financial Exchange 1984 - Present
ExxonMobil June 1969 - May 1973
KPMG Peat Marwick June 1968 - September 1968
Skills
Oil, Energy, Gas, Mergers, Investments, Private Sector, Start-ups, Negotiation, Venture Capital, Private Placements, Deal Structuring, Private Equity, Growth Capital, Angel Investing, Investment Banking, LBO, Valuation, Corporate Development, Joint Ventures, Project Finance, Structuring, Origination, Alternative Energy, Business Valuation, IPO, Corporate Finance, Debt, Investor Relations, Alternative Investments, Public Companies, Capital, Real Estate Investment, Buyouts, Industry Analysis, Emerging Markets, PIPEs, Due Diligence, Financial Modeling, PE, Hedge Funds, Recapitalizations, Structured Finance, Deal Sourcing, Business Planning, Capital Markets, Restructuring, Entrepreneur, Debt Restructuring, Financial Markets, Equities
Education
Babson College 1966 — 1969
BSBA, Accounting and Business/Management
MENA GROUP, LLC June 2013 - Present
VIP Marketing Group, LLC January 1996 - Present
Multi-Media Group, LLC January 1996 - Present
The Global Financial Exchange 1984 - Present
ExxonMobil June 1969 - May 1973
KPMG Peat Marwick June 1968 - September 1968
Skills
Oil, Energy, Gas, Mergers, Investments, Private Sector, Start-ups, Negotiation, Venture Capital, Private Placements, Deal Structuring, Private Equity, Growth Capital, Angel Investing, Investment Banking, LBO, Valuation, Corporate Development, Joint Ventures, Project Finance, Structuring, Origination, Alternative Energy, Business Valuation, IPO, Corporate Finance, Debt, Investor Relations, Alternative Investments, Public Companies, Capital, Real Estate Investment, Buyouts, Industry Analysis, Emerging Markets, PIPEs, Due Diligence, Financial Modeling, PE, Hedge Funds, Recapitalizations, Structured Finance, Deal Sourcing, Business Planning, Capital Markets, Restructuring, Entrepreneur, Debt Restructuring, Financial Markets, Equities
Education
Babson College 1966 — 1969
BSBA, Accounting and Business/Management
Stacey Conces Dickey Stacey Conces Dickey's KPMG Peat Marwick Experience May 1998 - October 1998
Job Director, Third Party Lifecycle Management at American Express
Industry Financial Services
Experience
American Express October 2013 - March 2015
American Express April 2008 - October 2013
American Express December 2006 - April 2008
American Express September 2003 - December 2006
American Express October 1998 - September 2003
KPMG Peat Marwick May 1998 - October 1998
State of Arizona June 1996 - May 1998
Skills
CRM, Financial Analysis, Process Improvement, Cross-functional Team..., Relationship Management..., Strategy, Six Sigma, Credit Cards, Project Management, Internal Controls, Re-engineering, Business Development, Finance, Training, Leadership, Management, Relationship Management, Business Analysis
Education
Arizona State University 1994 — 1996
B.S., Accountancy
Paradise Valley High School 1987 — 1991
American Express October 2013 - March 2015
American Express April 2008 - October 2013
American Express December 2006 - April 2008
American Express September 2003 - December 2006
American Express October 1998 - September 2003
KPMG Peat Marwick May 1998 - October 1998
State of Arizona June 1996 - May 1998
Skills
CRM, Financial Analysis, Process Improvement, Cross-functional Team..., Relationship Management..., Strategy, Six Sigma, Credit Cards, Project Management, Internal Controls, Re-engineering, Business Development, Finance, Training, Leadership, Management, Relationship Management, Business Analysis
Education
Arizona State University 1994 — 1996
B.S., Accountancy
Paradise Valley High School 1987 — 1991
Monserrate Santiago's KPMG Peat Marwick Experience October 1994 - October 1996
Job Teacher's Assistant at St. Philip Learning Center
Industry Primary/Secondary Education
Experience
St. Philip Learning Center August 2014 - Present
YMCA of Middle Tennessee January 2011 - Present
Curves Franklin, TN January 2011 - December 2013
EBDT Dance and Arts Center March 2011 - March 2013
NYC Department of Education March 2004 - June 2007
TIAA-CREF October 2001 - August 2003
TIAA-CREF October 1996 - October 2001
KPMG Peat Marwick October 1994 - October 1996
INROADS 1990 - 1994
TIAA-CREF June 1990 - September 1993
Skills
Non-profits, Volunteer Management, Fundraising, Community Outreach, Public Speaking, Career Development, Staff Development, Public Relations, Outlook, Microsoft Office, Classroom Management, Nonprofits, Microsoft Excel, Dance Education, Instructor Certified, Accounting, Change Management, Auditing, Program Development, Teaching, Leadership, Event Planning, Training, Executive Management, Customer Service
Education
Adelphi University 2000 — 2004
MA, Elementary Education
Pace University 1990 — 1994
BA, Public Accounting
William H Maxwell 1986 — 1990
St. Philip Learning Center August 2014 - Present
YMCA of Middle Tennessee January 2011 - Present
Curves Franklin, TN January 2011 - December 2013
EBDT Dance and Arts Center March 2011 - March 2013
NYC Department of Education March 2004 - June 2007
TIAA-CREF October 2001 - August 2003
TIAA-CREF October 1996 - October 2001
KPMG Peat Marwick October 1994 - October 1996
INROADS 1990 - 1994
TIAA-CREF June 1990 - September 1993
Skills
Non-profits, Volunteer Management, Fundraising, Community Outreach, Public Speaking, Career Development, Staff Development, Public Relations, Outlook, Microsoft Office, Classroom Management, Nonprofits, Microsoft Excel, Dance Education, Instructor Certified, Accounting, Change Management, Auditing, Program Development, Teaching, Leadership, Event Planning, Training, Executive Management, Customer Service
Education
Adelphi University 2000 — 2004
MA, Elementary Education
Pace University 1990 — 1994
BA, Public Accounting
William H Maxwell 1986 — 1990
Jorge Verar, CPA, CFE's KPMG Peat Marwick Experience August 1986 - May 1991
Job Audit Manager at ThayerOneal, CPAs
Industry Accounting
Experience
THAYERONEAL August 2014 - Present
Accountant2go January 2013 - August 2014
Majestic Staffing LLC March 2004 - December 2012
Commercial Real Estate January 2006 - December 2010
Omni Consortium Inc. May 1991 - December 2003
KPMG Peat Marwick August 1986 - May 1991
SGV & Co. December 1982 - August 1986
Skills
Accounting, US GAAP reporting, SEC Filling, COSO Framework, IFRS, Finance, Auditing, Business Planning, Financial Analysis, Forensic Accounting, Negotiation, Financial Reporting, Internal Controls, Small Business, Website Developer, Financial Analyst, Contract Negotiation, Recruiting, Sales, Management Consulting, Management, Leadership, Budgets, Strategic Financial..., Strategy, Real Estate, Due Diligence, Financial Statement..., Mergers, ADP Payroll, Mergers & Acquisitions, Data Analytics, IDEA DATA ANALYTICS, Financial Statements, Tax, CPA, Cash Flow, Financial Audits, Financial Planning, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Modeling
Education
Strayer University (DC) 2010 — 2012
Master of Science Accounting, Public Accountancy
New Horizons Computer Learning Systems 1996 — 1998
MCSE, Windows and Exchange Servers
NRI Schools 1990 — 1992
Masters In Microcomputers and Microprocessors, Personal Computer Architecture and Design
Institute of Advanced Computer Technology 1983 — 1984
Certificate of Completion, Management Information system
Ateneo de Zamboanga University 1979 — 1982
Bachelor of Science, Accounting
THAYERONEAL August 2014 - Present
Accountant2go January 2013 - August 2014
Majestic Staffing LLC March 2004 - December 2012
Commercial Real Estate January 2006 - December 2010
Omni Consortium Inc. May 1991 - December 2003
KPMG Peat Marwick August 1986 - May 1991
SGV & Co. December 1982 - August 1986
Skills
Accounting, US GAAP reporting, SEC Filling, COSO Framework, IFRS, Finance, Auditing, Business Planning, Financial Analysis, Forensic Accounting, Negotiation, Financial Reporting, Internal Controls, Small Business, Website Developer, Financial Analyst, Contract Negotiation, Recruiting, Sales, Management Consulting, Management, Leadership, Budgets, Strategic Financial..., Strategy, Real Estate, Due Diligence, Financial Statement..., Mergers, ADP Payroll, Mergers & Acquisitions, Data Analytics, IDEA DATA ANALYTICS, Financial Statements, Tax, CPA, Cash Flow, Financial Audits, Financial Planning, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Modeling
Education
Strayer University (DC) 2010 — 2012
Master of Science Accounting, Public Accountancy
New Horizons Computer Learning Systems 1996 — 1998
MCSE, Windows and Exchange Servers
NRI Schools 1990 — 1992
Masters In Microcomputers and Microprocessors, Personal Computer Architecture and Design
Institute of Advanced Computer Technology 1983 — 1984
Certificate of Completion, Management Information system
Ateneo de Zamboanga University 1979 — 1982
Bachelor of Science, Accounting
Michael Verhulst Michael Verhulst's KPMG Peat Marwick Experience January 1984 - April 1990
Job President at Wells Fargo Advisors Financial Network | Verhulst Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
Jim Hippel's KPMG Peat Marwick Experience August 1993 - September 1997
Job Chief Financial Officer at Techne Corp.
Industry Biotechnology
Experience
Techne Corp. April 2014 - Present
Mirion Technologies, Inc. May 2012 - March 2014
Thermo Fisher Scientific October 2006 - April 2012
Honeywell Aerospace September 1997 - September 2006
KPMG Peat Marwick August 1993 - September 1997
Education
Arizona State University 2000 — 2001
MBA
Northern Arizona University 1989 — 1993
BS Magna cum Laude, Accounting
Techne Corp. April 2014 - Present
Mirion Technologies, Inc. May 2012 - March 2014
Thermo Fisher Scientific October 2006 - April 2012
Honeywell Aerospace September 1997 - September 2006
KPMG Peat Marwick August 1993 - September 1997
Education
Arizona State University 2000 — 2001
MBA
Northern Arizona University 1989 — 1993
BS Magna cum Laude, Accounting
Mark Weber Mark Weber's KPMG Peat Marwick Experience January 1989 - June 1994
Job Division President K. Hovnanian Homes
Industry Real Estate
Experience
K. Hovnanian Homes November 2009 - Present
David Weekley Homes January 2006 - May 2009
Montalbano Homes June 2003 - January 2006
Ryland Homes December 2000 - June 2003
Fulton Homes September 1995 - December 2000
Jackson Properties June 1994 - September 1995
KPMG Peat Marwick January 1989 - June 1994
Skills
Land Acquisition, Homebuilding, Entitlements, Single Family Homes, Land Development, Residential Homes, Due Diligence, Real Estate Development, Real Estate, Construction, Disposition, Real Estate Economics, Commercial Real Estate, Real Estate Transactions, Feasibility Studies, Sellers, Short Sales, New Home Sales, Investment Properties, Contract Negotiation, Selling, Value Engineering, New Homes, Real Estate Financing, Builders, Property Management, First Time Home Buyers, Location Intelligence, Construction Management, Renovation, Contract Management, Brokerage, Leases
Education
Arizona State University 1984 — 1988
BS, Accounting
K. Hovnanian Homes November 2009 - Present
David Weekley Homes January 2006 - May 2009
Montalbano Homes June 2003 - January 2006
Ryland Homes December 2000 - June 2003
Fulton Homes September 1995 - December 2000
Jackson Properties June 1994 - September 1995
KPMG Peat Marwick January 1989 - June 1994
Skills
Land Acquisition, Homebuilding, Entitlements, Single Family Homes, Land Development, Residential Homes, Due Diligence, Real Estate Development, Real Estate, Construction, Disposition, Real Estate Economics, Commercial Real Estate, Real Estate Transactions, Feasibility Studies, Sellers, Short Sales, New Home Sales, Investment Properties, Contract Negotiation, Selling, Value Engineering, New Homes, Real Estate Financing, Builders, Property Management, First Time Home Buyers, Location Intelligence, Construction Management, Renovation, Contract Management, Brokerage, Leases
Education
Arizona State University 1984 — 1988
BS, Accounting
Nino Boezio Nino Boezio's KPMG Peat Marwick Experience 1991 - 1992
Job Investment Consultant, Portfolio Strategist, Writer, Pension Expert
Industry Financial Services
Experience
Segal Rogerscasey September 2012 - Present
TD Bank Group March 2009 - September 2012
CIBC December 2002 - March 2009
Financial Services Commission of Ontario 2002 - 2003
Deloitte & Touche LLP 1996 - 2002
Actuarial Research Foundation 1997 - 1999
Matheis Team Financial 1992 - 1996
KPMG Peat Marwick 1991 - 1992
Mercer Consulting 1985 - 1990
Transamerica Life Insurance Company 1984 - 1985
Skills
Investment Strategies, Pensions, Investments, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Insurance, Pension Funds, Mutual Funds, Financial Services, Employee Benefits, Valuation, Investment Management, Financial Advisory, Retirement, Business Development, Due Diligence, Retirement Planning, Actuarial Science, Finance, Financial Planning, Public Speaking, Strategic Financial..., Defined Benefit, Pension Administration, Financial Risk, Equities, Risk Management, Fixed Income, Investment Advisory, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Capital Markets, Strategy, Corporate Finance, Life Insurance, Fixed Annuities, Securities, Derivatives, Wealth, Hedge Funds
Education
Ambassador University 1992 — 1994
BA, Liberal Arts
York University 1980 — 1984
BA, Mathematics/ Computer Science
York Memorial Collegiate Institute 1975 — 1980
Honours
Segal Rogerscasey September 2012 - Present
TD Bank Group March 2009 - September 2012
CIBC December 2002 - March 2009
Financial Services Commission of Ontario 2002 - 2003
Deloitte & Touche LLP 1996 - 2002
Actuarial Research Foundation 1997 - 1999
Matheis Team Financial 1992 - 1996
KPMG Peat Marwick 1991 - 1992
Mercer Consulting 1985 - 1990
Transamerica Life Insurance Company 1984 - 1985
Skills
Investment Strategies, Pensions, Investments, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Insurance, Pension Funds, Mutual Funds, Financial Services, Employee Benefits, Valuation, Investment Management, Financial Advisory, Retirement, Business Development, Due Diligence, Retirement Planning, Actuarial Science, Finance, Financial Planning, Public Speaking, Strategic Financial..., Defined Benefit, Pension Administration, Financial Risk, Equities, Risk Management, Fixed Income, Investment Advisory, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Capital Markets, Strategy, Corporate Finance, Life Insurance, Fixed Annuities, Securities, Derivatives, Wealth, Hedge Funds
Education
Ambassador University 1992 — 1994
BA, Liberal Arts
York University 1980 — 1984
BA, Mathematics/ Computer Science
York Memorial Collegiate Institute 1975 — 1980
Honours
Shawn McCormick Shawn McCormick's KPMG Peat Marwick Experience 1988 - 1992
Job CFO at Tornier
Industry Medical Devices
Experience
Tornier September 2012 - Present
LANX August 2010 - November 2013
(self employed) February 2012 - September 2012
Lutonix, Inc April 2011 - February 2012
Independant Consultant September 2010 - April 2011
ev3 January 2009 - August 2010
Medtronic May 2008 - January 2009
Medtronic July 2002 - July 2007
KPMG Peat Marwick 1988 - 1992
Skills
Medical Devices, Mergers, Acquisition Integration, Market Development, Cross-functional Team..., Start-ups, Venture Capital, FDA, Process Improvement, Strategic Planning, Forecasting, Sarbanes-Oxley Act, Product Development, Product Launch, Due Diligence, Commercialization, Financial Analysis, Financial Modeling, Business Strategy, Capital Equipment, Business Development, Mergers & Acquisitions, Leadership, Finance, Strategy, Competitive Analysis, Global Marketing, Executive Management, Corporate Development, Business Planning, Product Management
Education
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance/Strategy
Arizona State University 1985 — 1988
BS, Accounting/Finance
Tornier September 2012 - Present
LANX August 2010 - November 2013
(self employed) February 2012 - September 2012
Lutonix, Inc April 2011 - February 2012
Independant Consultant September 2010 - April 2011
ev3 January 2009 - August 2010
Medtronic May 2008 - January 2009
Medtronic July 2002 - July 2007
KPMG Peat Marwick 1988 - 1992
Skills
Medical Devices, Mergers, Acquisition Integration, Market Development, Cross-functional Team..., Start-ups, Venture Capital, FDA, Process Improvement, Strategic Planning, Forecasting, Sarbanes-Oxley Act, Product Development, Product Launch, Due Diligence, Commercialization, Financial Analysis, Financial Modeling, Business Strategy, Capital Equipment, Business Development, Mergers & Acquisitions, Leadership, Finance, Strategy, Competitive Analysis, Global Marketing, Executive Management, Corporate Development, Business Planning, Product Management
Education
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance/Strategy
Arizona State University 1985 — 1988
BS, Accounting/Finance
Carlos Alegria's KPMG Peat Marwick Experience 1993 - 1998
Job Strategic Planning, Finance and Business Development
Industry Broadcast Media
Experience
Alegria Consulting January 2012 - Present
Digital Generation, Inc. (Presently known as Sizmek) January 2011 - December 2011
CBS Corporation 1998 - 2010
KPMG Peat Marwick 1993 - 1998
United States Marine Corps 1985 - 1993
Skills
Forecasting, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, New Business Development, Strategic Financial..., Analysis, Financial Modeling, Financial Reporting, Project Management, Finance, Financial Analysis, Strategy, Strategic Partnerships, Start-ups, Marketing, Digital Media
Education
Syracuse University 1991 — 1993
MBA, Corporate Finance and Accounting
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investments
Alegria Consulting January 2012 - Present
Digital Generation, Inc. (Presently known as Sizmek) January 2011 - December 2011
CBS Corporation 1998 - 2010
KPMG Peat Marwick 1993 - 1998
United States Marine Corps 1985 - 1993
Skills
Forecasting, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, New Business Development, Strategic Financial..., Analysis, Financial Modeling, Financial Reporting, Project Management, Finance, Financial Analysis, Strategy, Strategic Partnerships, Start-ups, Marketing, Digital Media
Education
Syracuse University 1991 — 1993
MBA, Corporate Finance and Accounting
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investments
Eric E. Moinet's KPMG Peat Marwick Experience 1982 - 1988
Job SemiRetired Highly Experienced Contracts Specialist
Industry Information Technology and Services
Experience
Consonus Technologies (formerly Strategic Technologies, Inc.) July 1996 - June 2010
Healthsource North Carolina, Inc. 1995 - 1996
Dixie Forming & Building Specialties, Inc. 1989 - 1995
KPMG Peat Marwick 1982 - 1988
Skills
Management, Risk Management, Vendor Management, Professional Services, Data Center, Outsourcing, Contract Negotiation, Program Management, Negotiation, Cloud Computing, Process Improvement, CRM, Contract Management, Enterprise Software, Consulting, Start-ups, Change Management, Managed Services, Team Leadership, New Business Development, Intellectual Property, Business Analysis, Business Strategy, IT Strategy, Resource Management, Business Intelligence, Disaster Recovery, Account Management, Strategic Partnerships, Management Consulting, Project Management, Sales Management, Customer Service, Team Building, Strategic Planning, Coaching, Contract Negotiations, Managerial, SDLC, IT Service Management, IT Management, French to English, Storage, Operations Management, Business Continuity, RFP, Requirements Analysis, Corporate Finance, Solution Architecture, Bi-Lingual In French
Education
City University of New York-Baruch College 1982 — 1988
BBA, Bachelor of Business Admiistration in Public Accountancy
CUNY - Queensborough Commmunity College 1982 — 1984
AAS, Business Administraion
Consonus Technologies (formerly Strategic Technologies, Inc.) July 1996 - June 2010
Healthsource North Carolina, Inc. 1995 - 1996
Dixie Forming & Building Specialties, Inc. 1989 - 1995
KPMG Peat Marwick 1982 - 1988
Skills
Management, Risk Management, Vendor Management, Professional Services, Data Center, Outsourcing, Contract Negotiation, Program Management, Negotiation, Cloud Computing, Process Improvement, CRM, Contract Management, Enterprise Software, Consulting, Start-ups, Change Management, Managed Services, Team Leadership, New Business Development, Intellectual Property, Business Analysis, Business Strategy, IT Strategy, Resource Management, Business Intelligence, Disaster Recovery, Account Management, Strategic Partnerships, Management Consulting, Project Management, Sales Management, Customer Service, Team Building, Strategic Planning, Coaching, Contract Negotiations, Managerial, SDLC, IT Service Management, IT Management, French to English, Storage, Operations Management, Business Continuity, RFP, Requirements Analysis, Corporate Finance, Solution Architecture, Bi-Lingual In French
Education
City University of New York-Baruch College 1982 — 1988
BBA, Bachelor of Business Admiistration in Public Accountancy
CUNY - Queensborough Commmunity College 1982 — 1984
AAS, Business Administraion
Alan Grate Alan Grate's KPMG Peat Marwick Experience 1975 - 1984
Job Vice President at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies 2005 - Present
The Grate Group, LLC 1988 - 2005
KPMG Peat Marwick 1975 - 1984
Skills
Fund Accounting, Accounting, Hedge Funds, Private Equity, Finance, Tax, GAAP, Financial Modeling, Financial Reporting, Valuation
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
SS&C Technologies 2005 - Present
The Grate Group, LLC 1988 - 2005
KPMG Peat Marwick 1975 - 1984
Skills
Fund Accounting, Accounting, Hedge Funds, Private Equity, Finance, Tax, GAAP, Financial Modeling, Financial Reporting, Valuation
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Mary Hopkins Quirarte Mary Hopkins Quirarte's KPMG Peat Marwick Experience July 1996 - August 1997
Job Instructor at Collin County Community College and Brookhaven College, as well as Continuing Ed at UTA
Industry Graphic Design
Experience
Brookhaven College, DCCCD January 2012 - Present
Collin County Community College August 2011 - Present
Design HQ June 1978 - Present
Brooks College August 1997 - September 2008
KPMG Peat Marwick July 1996 - August 1997
TBWA Chiat Day October 1993 - June 1996
Martin Marietta Aerospace February 1985 - November 1985
Skills
Graphic Design, Budgeting, Art Direction, Staff Supervision, Art, Graphics, Drawing, Creative Problem Solving, Painting, Illustrator, InDesign, Photoshop, Production, Adobe Creative Suite, Mac, Photography, Teaching, Brochures, QuarkXPress, Layout, Packaging, Advertising, Illustration, Corporate Identity, Annual Reports, Excel, Public Speaking, Direct Mail, Word, Fine Art, Newsletters, Creative Direction, Logo Design, Budgets, Microsoft Excel, Microsoft Word, Flash, Typography, Dreamweaver, Adobe Acrobat, Branding & Identity, Vector Illustration, Web Design, Multimedia, Posters, Image Manipulation, Motion Graphics, Storyboarding, Animation, After Effects
Education
Art Center College of Design 1984 — 2008
graphic design, painting
Chouinard Foundation School of Design 2002 — 2005
drawing, painting
The University of Texas at Arlington 1963 — 1971
BFA, Graphic Design and Illustration
Brookhaven College, DCCCD January 2012 - Present
Collin County Community College August 2011 - Present
Design HQ June 1978 - Present
Brooks College August 1997 - September 2008
KPMG Peat Marwick July 1996 - August 1997
TBWA Chiat Day October 1993 - June 1996
Martin Marietta Aerospace February 1985 - November 1985
Skills
Graphic Design, Budgeting, Art Direction, Staff Supervision, Art, Graphics, Drawing, Creative Problem Solving, Painting, Illustrator, InDesign, Photoshop, Production, Adobe Creative Suite, Mac, Photography, Teaching, Brochures, QuarkXPress, Layout, Packaging, Advertising, Illustration, Corporate Identity, Annual Reports, Excel, Public Speaking, Direct Mail, Word, Fine Art, Newsletters, Creative Direction, Logo Design, Budgets, Microsoft Excel, Microsoft Word, Flash, Typography, Dreamweaver, Adobe Acrobat, Branding & Identity, Vector Illustration, Web Design, Multimedia, Posters, Image Manipulation, Motion Graphics, Storyboarding, Animation, After Effects
Education
Art Center College of Design 1984 — 2008
graphic design, painting
Chouinard Foundation School of Design 2002 — 2005
drawing, painting
The University of Texas at Arlington 1963 — 1971
BFA, Graphic Design and Illustration
Kimberly Coffman Kimberly Coffman's KPMG Peat Marwick Experience 1987 - 1990
Job CFO/Owner, Six Degrees
Industry Marketing and Advertising
Experience
Six Degrees 1999 - Present
SHR Perceptual Management 1998 - 1999
Chesapeake Energy 1994 - 1998
KPMG Peat Marwick 1987 - 1990
Skills
Competitive Analysis, Marketing Strategy, Brand Development, Strategy, Accounting, Strategic Planning, Start-ups, Management, Advertising, Finance, Online Advertising, Marketing, Digital Marketing
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Accounting/Finance
Six Degrees 1999 - Present
SHR Perceptual Management 1998 - 1999
Chesapeake Energy 1994 - 1998
KPMG Peat Marwick 1987 - 1990
Skills
Competitive Analysis, Marketing Strategy, Brand Development, Strategy, Accounting, Strategic Planning, Start-ups, Management, Advertising, Finance, Online Advertising, Marketing, Digital Marketing
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Accounting/Finance
Shrikant Nadkarni's KPMG Peat Marwick Experience January 1986 - December 1988
Job Partner, WithumSmith+Brown, CPAs
Industry Accounting
Experience
WithumSmith+Brown February 2005 - Present
Weeks Holderbaum DeGraw & Nadkarni January 2003 - January 2005
Shrikant Nadkarni, CPA, PA October 1990 - December 2002
Donaldson, Lufkin & Jenrette January 1989 - September 1990
KPMG Peat Marwick January 1986 - December 1988
Skills
International Tax..., M & A Advisory, India-US advisory, Mergers, Financial Planning, Due Diligence, Business Valuation, Asset Management, Auditing, Estate Planning, Tax, Financial Planners, SEC filings, Strategic Financial..., Mergers & Acquisitions, Accounting, Financial Advisory, Private Equity, Assurance, Small Business, Corporate Finance, Finance, CPA, Tax Accounting, Income Tax, US GAAP, Corporate Tax, International Tax, GAAP, Forensic Accounting, Financial Accounting, Financial Reporting, Internal Controls
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
University of Mumbai 1970 — 1974
B.Com, Accounting
WithumSmith+Brown February 2005 - Present
Weeks Holderbaum DeGraw & Nadkarni January 2003 - January 2005
Shrikant Nadkarni, CPA, PA October 1990 - December 2002
Donaldson, Lufkin & Jenrette January 1989 - September 1990
KPMG Peat Marwick January 1986 - December 1988
Skills
International Tax..., M & A Advisory, India-US advisory, Mergers, Financial Planning, Due Diligence, Business Valuation, Asset Management, Auditing, Estate Planning, Tax, Financial Planners, SEC filings, Strategic Financial..., Mergers & Acquisitions, Accounting, Financial Advisory, Private Equity, Assurance, Small Business, Corporate Finance, Finance, CPA, Tax Accounting, Income Tax, US GAAP, Corporate Tax, International Tax, GAAP, Forensic Accounting, Financial Accounting, Financial Reporting, Internal Controls
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
University of Mumbai 1970 — 1974
B.Com, Accounting
Jim Oliver CPA/PFS/CGMA, CFP® Jim Oliver CPA/PFS/CGMA, CFP®'s KPMG Peat Marwick Experience June 1976 - November 1979
Job CEOWealth Management
Industry Financial Services
Experience
Financial Life Advisors August 2003 - Present
Jim Oliver & Associates, P.C. November 1981 - Present
Texas Society of CPAs July 1993 - June 1996
Harte-Hanks Cable November 1979 - November 1981
KPMG Peat Marwick June 1976 - November 1979
Skills
Board of Directors..., Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Tax, Expert Witness Services, Financial Accountability, Finance, Management, Strategic Planning, Financial Analysis, Leadership, Small Business, Investments, CPA, Financial Services
Education
Baylor University 1974 — 1976
Bachelors of Business Administration, Accounting
Princeton University 1972 — 1974
Engineering/Economics
Financial Life Advisors August 2003 - Present
Jim Oliver & Associates, P.C. November 1981 - Present
Texas Society of CPAs July 1993 - June 1996
Harte-Hanks Cable November 1979 - November 1981
KPMG Peat Marwick June 1976 - November 1979
Skills
Board of Directors..., Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Tax, Expert Witness Services, Financial Accountability, Finance, Management, Strategic Planning, Financial Analysis, Leadership, Small Business, Investments, CPA, Financial Services
Education
Baylor University 1974 — 1976
Bachelors of Business Administration, Accounting
Princeton University 1972 — 1974
Engineering/Economics
Andre Centini's KPMG Peat Marwick Experience August 1997 - June 2000
Job Senior Consultant at KPMG Canada
Industry Accounting
Experience
Centini Enterprises Inc. December 2010 - October 2013
Global Card Solutions Inc. September 2010 - November 2010
Itaú Unibanco Holding November 2008 - March 2010
Banco Itau SA November 2007 - November 2008
ABN Amro June 2000 - November 2007
KPMG Peat Marwick August 1997 - June 2000
BankBoston October 1996 - July 1997
IVIX 1995 - 1996
SBEL - Soc Benef Emp Eletropaulo 1991 - 1995
Skills
Due Diligence, Wealth Management, Private Banking, Financial Risk, Risk Management, Sarbanes-Oxley Act, Banking, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, Auditing, Credit Risk, Corporate Finance, Financial Analysis, Risk Assessment, Governance, Capital Markets, Financial Services, Credit, Information Security, COBIT, Analysis, Business Process, Finance, ITIL, Management, Security, Financial Audits, Change Management, Leadership, Accounting, Information Technology, Integration, Program Management, Software Documentation, Training, Fraud, Project Planning, Information Security..., Business Continuity, Data Center, ISO 27001, Business Process..., Quality Assurance, Corporate Governance, Business Analysis, Team Leadership, IT Service Management, Executive Management
Education
Universidade de São Paulo 2004 — 2005
Masters, Forensic Science Applied to Information Tecnology
Centro Universitário Ibero-Americano 1994 — 1997
Bachelor, Information System Management
Centini Enterprises Inc. December 2010 - October 2013
Global Card Solutions Inc. September 2010 - November 2010
Itaú Unibanco Holding November 2008 - March 2010
Banco Itau SA November 2007 - November 2008
ABN Amro June 2000 - November 2007
KPMG Peat Marwick August 1997 - June 2000
BankBoston October 1996 - July 1997
IVIX 1995 - 1996
SBEL - Soc Benef Emp Eletropaulo 1991 - 1995
Skills
Due Diligence, Wealth Management, Private Banking, Financial Risk, Risk Management, Sarbanes-Oxley Act, Banking, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, Auditing, Credit Risk, Corporate Finance, Financial Analysis, Risk Assessment, Governance, Capital Markets, Financial Services, Credit, Information Security, COBIT, Analysis, Business Process, Finance, ITIL, Management, Security, Financial Audits, Change Management, Leadership, Accounting, Information Technology, Integration, Program Management, Software Documentation, Training, Fraud, Project Planning, Information Security..., Business Continuity, Data Center, ISO 27001, Business Process..., Quality Assurance, Corporate Governance, Business Analysis, Team Leadership, IT Service Management, Executive Management
Education
Universidade de São Paulo 2004 — 2005
Masters, Forensic Science Applied to Information Tecnology
Centro Universitário Ibero-Americano 1994 — 1997
Bachelor, Information System Management
Mark J. Smith Mark J. Smith's KPMG Peat Marwick Experience January 1984 - June 1989
Job CEO Mark Printing & Graphics, LLC
Industry Printing
Experience
Mark Printing & Graphics, LLC September 1999 - Present
Planet Hollywood International November 1993 - August 1999
KPMG Peat Marwick January 1984 - June 1989
Education
Arizona State University
Arizona State University - W. P. Carey School of Business
BS Science - Accounting - CPA, Accounting
Mark Printing & Graphics, LLC September 1999 - Present
Planet Hollywood International November 1993 - August 1999
KPMG Peat Marwick January 1984 - June 1989
Education
Arizona State University
Arizona State University - W. P. Carey School of Business
BS Science - Accounting - CPA, Accounting
Lee Ann Moldovanyi Lee Ann Moldovanyi's KPMG Peat Marwick Experience January 1994 - December 1995
Job Senior Manager at ACME Business Consulting
Industry Management Consulting
Experience
ACME Business Consulting March 2014 - Present
Ace Applications, LLC November 2010 - March 2014
Columbia Sportswear June 2009 - November 2010
Optima Consulting Services, LLC November 1996 - June 2009
Deloitte & Touche December 1995 - December 1996
KPMG Peat Marwick January 1994 - December 1995
Keane, Inc April 1992 - January 1994
CIGNA Corp. July 1991 - April 1992
Skills
Workshop Facilitation, Project Management, Team Leadership, ERP, Process Improvement, SAP Implementation, Change Management, Management Consulting, Leadership, Management, PMO, SAP, SAP ERP, Project Planning, Consulting, Business Process..., Software Project..., Business Process Design, Business Process..., Business Process, Business Analysis, Program Management, Integration, Cross-functional Team..., IT Strategy
Education
Portland State University 2013 — 2013
Certificate in Project Management
Supply Chain Council 2009 — 2009
professional certification, SCOR (Supply Chain Operations Reference) Framework and Implementation
Marylhurst University
MBA candidate, MBA
Enforex, Spanish immersion program, Madrid and Salamanca Spain 1999 — 1999
certificate, intermediate fluency, Spanish (language immersion course)
SAP Partner Academy 1993 — 1993
professional certification, SD and MM (Sales/Distribution and Materials Management) modules
Loyola University Maryland Sellinger School of Business and Management 1987 — 1991
BBA, Management Info. Systems; minor languages/linguistics
Sarospatak Nyari Kollegium, Hungary 1987 — 1987
Conestoga High School 1984 — 1987
HS Diploma
ACME Business Consulting March 2014 - Present
Ace Applications, LLC November 2010 - March 2014
Columbia Sportswear June 2009 - November 2010
Optima Consulting Services, LLC November 1996 - June 2009
Deloitte & Touche December 1995 - December 1996
KPMG Peat Marwick January 1994 - December 1995
Keane, Inc April 1992 - January 1994
CIGNA Corp. July 1991 - April 1992
Skills
Workshop Facilitation, Project Management, Team Leadership, ERP, Process Improvement, SAP Implementation, Change Management, Management Consulting, Leadership, Management, PMO, SAP, SAP ERP, Project Planning, Consulting, Business Process..., Software Project..., Business Process Design, Business Process..., Business Process, Business Analysis, Program Management, Integration, Cross-functional Team..., IT Strategy
Education
Portland State University 2013 — 2013
Certificate in Project Management
Supply Chain Council 2009 — 2009
professional certification, SCOR (Supply Chain Operations Reference) Framework and Implementation
Marylhurst University
MBA candidate, MBA
Enforex, Spanish immersion program, Madrid and Salamanca Spain 1999 — 1999
certificate, intermediate fluency, Spanish (language immersion course)
SAP Partner Academy 1993 — 1993
professional certification, SD and MM (Sales/Distribution and Materials Management) modules
Loyola University Maryland Sellinger School of Business and Management 1987 — 1991
BBA, Management Info. Systems; minor languages/linguistics
Sarospatak Nyari Kollegium, Hungary 1987 — 1987
Conestoga High School 1984 — 1987
HS Diploma
Dale Walters, CPA, PFS, CFP® Dale Walters, CPA, PFS, CFP®'s KPMG Peat Marwick Experience 1989 - 1990
Job Chief Executive Officer at KeatsConnelly
Industry Accounting
Experience
KeatsConnelly June 1994 - Present
KeatsConnelly ULC (Canada) February 2013 - Present
Cross Border Tax & Accounting January 1999 - Present
KPMG Peat Marwick 1989 - 1990
Skills
US-Canada Tax, US-Canada Financial..., Leadership, Personal Financial..., Financial Planning, Tax, Estate Planning, Wealth Management, Tax Preparation, Retirement Planning, Asset Management, Trusts, Small Business, Compliance, Income Tax, Strategic Planning, High Net Worth...
Education
Arizona State University - W. P. Carey School of Business 1987 — 1989
BS, Accounting
Drake University 1976 — 1980
None, Finance and Education
KeatsConnelly June 1994 - Present
KeatsConnelly ULC (Canada) February 2013 - Present
Cross Border Tax & Accounting January 1999 - Present
KPMG Peat Marwick 1989 - 1990
Skills
US-Canada Tax, US-Canada Financial..., Leadership, Personal Financial..., Financial Planning, Tax, Estate Planning, Wealth Management, Tax Preparation, Retirement Planning, Asset Management, Trusts, Small Business, Compliance, Income Tax, Strategic Planning, High Net Worth...
Education
Arizona State University - W. P. Carey School of Business 1987 — 1989
BS, Accounting
Drake University 1976 — 1980
None, Finance and Education
Efim Makhson Efim Makhson's KPMG Peat Marwick Experience 1996 - 1998
Job Development Team Lead at Newport Corporation
Industry Information Technology and Services
Experience
Newport Corporation November 2013 - Present
Oakley November 2012 - May 2013
Oakley October 2011 - February 2012
Axon Solutions December 2006 - October 2010
Zytalis Inc. January 2000 - November 2006
KPMG Peat Marwick 1996 - 1998
SAP Russia 1992 - 1995
Skills
SAP R/3, SAP, ABAP, SAP ERP, SD, SAP CRM, Business Process, ECC, ERP, SAP BW, SAP MM, SAP Netweaver, SAP SD, Master Data, SAP Implementation, BAPI, Data Migration, IDOC, Integration, SAP BI, SAP HR, SAP Portal, SAP SRM, SAP XI, SAPScript, Smartforms, WebDynpro, Business Intelligence, IDoc
Education
Tver State Technical University 1974 — 1979
Bachelor, Computer Science
Newport Corporation November 2013 - Present
Oakley November 2012 - May 2013
Oakley October 2011 - February 2012
Axon Solutions December 2006 - October 2010
Zytalis Inc. January 2000 - November 2006
KPMG Peat Marwick 1996 - 1998
SAP Russia 1992 - 1995
Skills
SAP R/3, SAP, ABAP, SAP ERP, SD, SAP CRM, Business Process, ECC, ERP, SAP BW, SAP MM, SAP Netweaver, SAP SD, Master Data, SAP Implementation, BAPI, Data Migration, IDOC, Integration, SAP BI, SAP HR, SAP Portal, SAP SRM, SAP XI, SAPScript, Smartforms, WebDynpro, Business Intelligence, IDoc
Education
Tver State Technical University 1974 — 1979
Bachelor, Computer Science
Tricia Irion Tricia Irion's KPMG Peat Marwick Experience August 1981 - December 1988
Job Chief Financial Officer at Remedial Construction Services, L.P.
Industry Environmental Services
Experience
Remedial Construction Services, L.P. May 2008 - Present
HydroChem Industrial Services, Inc. January 1995 - April 2008
Orbitron Oil & Gas Corporation February 1994 - January 1995
EnClean, Inc. January 1989 - December 1993
KPMG Peat Marwick August 1981 - December 1988
Education
Baylor University - Hankamer School of Business 1978 — 1981
BBA, Accounting
Remedial Construction Services, L.P. May 2008 - Present
HydroChem Industrial Services, Inc. January 1995 - April 2008
Orbitron Oil & Gas Corporation February 1994 - January 1995
EnClean, Inc. January 1989 - December 1993
KPMG Peat Marwick August 1981 - December 1988
Education
Baylor University - Hankamer School of Business 1978 — 1981
BBA, Accounting
Brian Brogan's KPMG Peat Marwick Experience February 1997 - June 2000
Job Director of Business Development at Pivotal Tax Solutions, LLC
Industry Financial Services
Experience
Pivotal Tax Solutions, LLC September 2015 - Present
Ashland Group August 2014 - Present
Avalara January 2012 - August 2014
DuCharme, McMillen & Associates September 2008 - September 2010
Marsh June 2006 - September 2008
Rock Brogan PC September 2004 - June 2006
DuCharme, McMillen & Associates June 2000 - June 2004
KPMG Peat Marwick February 1997 - June 2000
Marvin F. Poer and Company 1994 - 1997
Skills
New Business Development, Account Management, Lead Generation, SaaS, Sales & Use Tax, Property Tax, SALT, Captives, Consultative Sales..., Contract Negotiation, Commercial Real Estate, Multi-family Investment..., GoToMeeting, Big 4, Fortune 500, Salesforce.com, Sales Process, Accounting, Strategy, Business Development, Consulting, Selling, Real Estate, Management, Sales, Marketing, Solution Selling, Sales Operations, Negotiation, Program Management, Team Building, Strategic Partnerships, Analysis, Sales Presentations, Integration, Cold Calling
Education
Arizona State University 1990 — 1994
Bachelor of Science, Business Administration / Real Estate
Pivotal Tax Solutions, LLC September 2015 - Present
Ashland Group August 2014 - Present
Avalara January 2012 - August 2014
DuCharme, McMillen & Associates September 2008 - September 2010
Marsh June 2006 - September 2008
Rock Brogan PC September 2004 - June 2006
DuCharme, McMillen & Associates June 2000 - June 2004
KPMG Peat Marwick February 1997 - June 2000
Marvin F. Poer and Company 1994 - 1997
Skills
New Business Development, Account Management, Lead Generation, SaaS, Sales & Use Tax, Property Tax, SALT, Captives, Consultative Sales..., Contract Negotiation, Commercial Real Estate, Multi-family Investment..., GoToMeeting, Big 4, Fortune 500, Salesforce.com, Sales Process, Accounting, Strategy, Business Development, Consulting, Selling, Real Estate, Management, Sales, Marketing, Solution Selling, Sales Operations, Negotiation, Program Management, Team Building, Strategic Partnerships, Analysis, Sales Presentations, Integration, Cold Calling
Education
Arizona State University 1990 — 1994
Bachelor of Science, Business Administration / Real Estate
Matthew T. Camden Matthew T. Camden's KPMG Peat Marwick Experience January 1994 - August 1996
Job Chief of Staff at HighTower
Industry Financial Services
Experience
HighTower June 2012 - Present
HighTower June 2008 - June 2012
UHY Advisors, Inc April 2004 - April 2008
Clifton Gunderson LLP August 1996 - March 2004
KPMG Peat Marwick January 1994 - August 1996
Northwestern Memorial Hospital January 1992 - January 1994
University Hospital Consortium January 1987 - January 1992
Blue Cross and Blue Shield Association January 1985 - January 1987
Skills
Executive Management, IT Strategy, Business Intelligence, Business Continuity, Cloud Computing, Asset Management, Start-ups, Mergers, Budgeting, Leadership, Strategic Planning, Change Management, Leadership Development, Vendor Management, Strategy, Process Improvement, Team Building, Entrepreneurship, Managed Services, Management, Mergers & Acquisitions, Budgets, Business Analysis, Consulting, New Business Development, Asset Managment, SaaS, Finance, Project Planning, Data Center, Risk Management, CRM, Business Development, Business Strategy, Strategic Partnerships, Management Consulting, Project Management, Business Planning, Business Process..., Governance, Outsourcing, Business Process
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate in Executive Management, Business Administration and Management, General, Champion - the Business Strategy Game
Loyola University Chicago 1987 — 1991
Master of Business Administration (M.B.A.), Business Ethics
Benedictine University 1982 — 1985
BA, Literature
HighTower June 2012 - Present
HighTower June 2008 - June 2012
UHY Advisors, Inc April 2004 - April 2008
Clifton Gunderson LLP August 1996 - March 2004
KPMG Peat Marwick January 1994 - August 1996
Northwestern Memorial Hospital January 1992 - January 1994
University Hospital Consortium January 1987 - January 1992
Blue Cross and Blue Shield Association January 1985 - January 1987
Skills
Executive Management, IT Strategy, Business Intelligence, Business Continuity, Cloud Computing, Asset Management, Start-ups, Mergers, Budgeting, Leadership, Strategic Planning, Change Management, Leadership Development, Vendor Management, Strategy, Process Improvement, Team Building, Entrepreneurship, Managed Services, Management, Mergers & Acquisitions, Budgets, Business Analysis, Consulting, New Business Development, Asset Managment, SaaS, Finance, Project Planning, Data Center, Risk Management, CRM, Business Development, Business Strategy, Strategic Partnerships, Management Consulting, Project Management, Business Planning, Business Process..., Governance, Outsourcing, Business Process
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate in Executive Management, Business Administration and Management, General, Champion - the Business Strategy Game
Loyola University Chicago 1987 — 1991
Master of Business Administration (M.B.A.), Business Ethics
Benedictine University 1982 — 1985
BA, Literature
Ben Milstien Ben Milstien's KPMG Peat Marwick Experience January 1995 - April 1998
Job Sales and Strategic Partnerships
Industry Health, Wellness and Fitness
Experience
RedBrick Health July 2014 - Present
DeRanged Golf Entertainment, Inc. July 2012 - Present
Castlight Health October 2013 - July 2014
Truven Health Analytics (Thomson Reuters) July 2010 - July 2012
HighRoads 2003 - 2010
Doreen Evans Associates August 2000 - March 2003
Standard Technology Inc 1998 - 2000
KPMG Peat Marwick January 1995 - April 1998
Skills
Vendor Management, Business Strategy, Change Management, Outsourcing, Employee Benefits, Business Development, SaaS, Business Analysis, Salesforce.com, Process Improvement, Cross-functional Team..., Analytics, Project Management, Business Process..., Lead Generation, Performance Management, Sales, Enterprise Software, Management, New Business Development, Strategic Planning, Product Management, Sales Management, Solution Selling, Sales Process, Business Intelligence, Account Management, Benefits Administration, Strategy, CRM, Program Management, Start-ups, Team Leadership, Team Building, Strategic Partnerships, Training, Consulting, Leadership, Sales Operations, Professional Services, SDLC, Networking, Cloud Computing, Management Consulting
Education
American University - Kogod School of Business 1990 — 1994
BS, Business
RedBrick Health July 2014 - Present
DeRanged Golf Entertainment, Inc. July 2012 - Present
Castlight Health October 2013 - July 2014
Truven Health Analytics (Thomson Reuters) July 2010 - July 2012
HighRoads 2003 - 2010
Doreen Evans Associates August 2000 - March 2003
Standard Technology Inc 1998 - 2000
KPMG Peat Marwick January 1995 - April 1998
Skills
Vendor Management, Business Strategy, Change Management, Outsourcing, Employee Benefits, Business Development, SaaS, Business Analysis, Salesforce.com, Process Improvement, Cross-functional Team..., Analytics, Project Management, Business Process..., Lead Generation, Performance Management, Sales, Enterprise Software, Management, New Business Development, Strategic Planning, Product Management, Sales Management, Solution Selling, Sales Process, Business Intelligence, Account Management, Benefits Administration, Strategy, CRM, Program Management, Start-ups, Team Leadership, Team Building, Strategic Partnerships, Training, Consulting, Leadership, Sales Operations, Professional Services, SDLC, Networking, Cloud Computing, Management Consulting
Education
American University - Kogod School of Business 1990 — 1994
BS, Business
Shanna Fisichella Shanna Fisichella's KPMG Peat Marwick Experience January 1992 - March 1992
Job .
Industry Accounting
Experience
Accelerant Technologies, LLC May 2014 - Present
Cornerstone Staffing, Inc March 2013 - October 2013
West Corporation April 2012 - March 2013
CDM Service Group, Inc May 2010 - April 2012
Omaha Police Department July 2009 - April 2012
FILnet, Inc February 2003 - December 2005
Hewlett Packard June 1994 - January 2003
Ketel, Thorstenson, & Co June 1992 - June 1994
KPMG Peat Marwick January 1992 - March 1992
Mount Rushmore Mountain Co May 1991 - September 1991
Skills
Iso 9000, Internal Audit, General Ledger, Accounting, Auditing, Payroll, Accounts Payable, Accounts Receivable, Analysis, Management, Financial Statements, Fixed Assets, Mergers & Acquisitions, Journal Entries, Account Reconciliation, Finance, Process Improvement, Budgets, Financial Analysis
Education
The University of South Dakota
Bachelor of Science, Accounting
Baylor University
Bachelor, Business Administration; Finance
Accelerant Technologies, LLC May 2014 - Present
Cornerstone Staffing, Inc March 2013 - October 2013
West Corporation April 2012 - March 2013
CDM Service Group, Inc May 2010 - April 2012
Omaha Police Department July 2009 - April 2012
FILnet, Inc February 2003 - December 2005
Hewlett Packard June 1994 - January 2003
Ketel, Thorstenson, & Co June 1992 - June 1994
KPMG Peat Marwick January 1992 - March 1992
Mount Rushmore Mountain Co May 1991 - September 1991
Skills
Iso 9000, Internal Audit, General Ledger, Accounting, Auditing, Payroll, Accounts Payable, Accounts Receivable, Analysis, Management, Financial Statements, Fixed Assets, Mergers & Acquisitions, Journal Entries, Account Reconciliation, Finance, Process Improvement, Budgets, Financial Analysis
Education
The University of South Dakota
Bachelor of Science, Accounting
Baylor University
Bachelor, Business Administration; Finance
K. Homan K. Homan's KPMG Peat Marwick Experience 1986 - 1988
Job Founder
Industry Hospital & Health Care
Experience
Medical Computer Systems 1989 - Present
KPMG Peat Marwick 1986 - 1988
ARTHUR ANDERSEN & CO / ACCENTURE Consulting 1983 - 1986
Skills
Social Media, Team Building, Business Strategy, HIPAA, Strategic Planning, Process Improvement, Start-ups, New Business Development, EMR
Education
American Graduate School of Management 1981 — 1982
Master of Business Administration (M.B.A.), International Finance & Japanese, 3.46
Sophia University 1979 — 1980
Japanese Studies, Business & Accounting
University of Missouri-Columbia 1978 — 1980
Bachelor’s Degree, Financial Economics & Accounting, 3.45
Medical Computer Systems 1989 - Present
KPMG Peat Marwick 1986 - 1988
ARTHUR ANDERSEN & CO / ACCENTURE Consulting 1983 - 1986
Skills
Social Media, Team Building, Business Strategy, HIPAA, Strategic Planning, Process Improvement, Start-ups, New Business Development, EMR
Education
American Graduate School of Management 1981 — 1982
Master of Business Administration (M.B.A.), International Finance & Japanese, 3.46
Sophia University 1979 — 1980
Japanese Studies, Business & Accounting
University of Missouri-Columbia 1978 — 1980
Bachelor’s Degree, Financial Economics & Accounting, 3.45
Dan Kirshner Dan Kirshner's KPMG Peat Marwick Experience 1992 - 1996
Job
Industry Hospital & Health Care
Experience
Walla Walla Clinic November 2012 - Present
Troon Golf 2004 - 2012
National Football League 2001 - 2004
UBS Investment Bank 1997 - 1999
NatWest Markets 1996 - 1997
KPMG Peat Marwick 1992 - 1996
Skills
Payroll, Financial Analysis, Financial Reporting, Strategic Planning, Budgets, Microsoft Office, Accounting, Forecasting, Financial Accounting, Variance Analysis, General Ledger, Internal Controls, Strategic Financial..., Customer Service, Team Building, Finance, Managerial Finance, Accounts Payable, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Statements, Account Reconciliation, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Bentley University 1989 — 1992
BS, Accounting
Weston High School 1984 — 1987
Walla Walla Clinic November 2012 - Present
Troon Golf 2004 - 2012
National Football League 2001 - 2004
UBS Investment Bank 1997 - 1999
NatWest Markets 1996 - 1997
KPMG Peat Marwick 1992 - 1996
Skills
Payroll, Financial Analysis, Financial Reporting, Strategic Planning, Budgets, Microsoft Office, Accounting, Forecasting, Financial Accounting, Variance Analysis, General Ledger, Internal Controls, Strategic Financial..., Customer Service, Team Building, Finance, Managerial Finance, Accounts Payable, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Statements, Account Reconciliation, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Bentley University 1989 — 1992
BS, Accounting
Weston High School 1984 — 1987
Jonathan Wernick Jonathan Wernick's KPMG Peat Marwick Experience 1990 - 1992
Job Managing Consultant at Kibel Green
Industry Management Consulting
Experience
Kibel Green July 2008 - Present
Various Public and Private Companies 2007 - 2008
DAVEXLABS LLC 2005 - 2007
RA Patina Group 2003 - 2005
Softline / Datafaction 1999 - 2003
Trader Joe's 1994 - 1998
KELLOGG & ANDELSON ACCOUNTANCY CORPORATION 1992 - 1994
KPMG PEAT MARWICK 1990 - 1992
Skills
Restructuring, Cash Flow, IPO, Mergers, Strategic Planning, Financial Analysis, Financial Modeling, Due Diligence, Forecasting, Corporate Finance, Private Equity, Financial Reporting, Valuation, Accounting, Cash Management, Finance
Education
University of Southern California - Marshall School of Business 1997 — 1999
Master of Business Administration (MBA)
Yeshiva University 1986 — 1990
BS, Accounting
The Hebrew University 1987 — 1988
Yavneh College
Kibel Green July 2008 - Present
Various Public and Private Companies 2007 - 2008
DAVEXLABS LLC 2005 - 2007
RA Patina Group 2003 - 2005
Softline / Datafaction 1999 - 2003
Trader Joe's 1994 - 1998
KELLOGG & ANDELSON ACCOUNTANCY CORPORATION 1992 - 1994
KPMG PEAT MARWICK 1990 - 1992
Skills
Restructuring, Cash Flow, IPO, Mergers, Strategic Planning, Financial Analysis, Financial Modeling, Due Diligence, Forecasting, Corporate Finance, Private Equity, Financial Reporting, Valuation, Accounting, Cash Management, Finance
Education
University of Southern California - Marshall School of Business 1997 — 1999
Master of Business Administration (MBA)
Yeshiva University 1986 — 1990
BS, Accounting
The Hebrew University 1987 — 1988
Yavneh College
Phyllis Barker, CAE Phyllis Barker, CAE's KPMG Peat Marwick Experience December 1983 - April 1990
Job Vice President/COO at Oregon Society of CPAs
Industry Nonprofit Organization Management
Experience
Oregon Society of CPAs January 2012 - Present
Oregon Society of CPAs April 2001 - January 2012
The ARC of Multnomah County December 1997 - April 2001
Richmond Ambulance Authority April 1990 - September 1997
KPMG Peat Marwick December 1983 - April 1990
Straub & Dalch 1979 - 1981
Skills
Accounting, Financial Accounting, Cost Accounting, Peer Review, Human Relations, Customer Service, Business Management, Business Process, Internal Controls, Budget Preparation, Non-profits, Non-profit..., Non-profit Accounting, Small Business..., Budgets, Management, Process Improvement, Strategic Planning, Event Planning, Project Management, Program Management, Peer Reviews, Risk Management, Leadership, Nonprofits, People Skills, Variance Analysis, Financial Reporting, Business Planning, Operations Management, Managerial Finance, Executive Management, Volunteer Management, Public Relations, Finance, Microsoft Excel, Human Resources, Small Business, Strategic Financial..., Event Management
Education
Averett University 1995 — 1997
Business Administration
Virginia Commonwealth University 1993 — 1995
General
J Sargeant Reynolds Community College
AAS, Accounting
George Wythe High School
Oregon Society of CPAs January 2012 - Present
Oregon Society of CPAs April 2001 - January 2012
The ARC of Multnomah County December 1997 - April 2001
Richmond Ambulance Authority April 1990 - September 1997
KPMG Peat Marwick December 1983 - April 1990
Straub & Dalch 1979 - 1981
Skills
Accounting, Financial Accounting, Cost Accounting, Peer Review, Human Relations, Customer Service, Business Management, Business Process, Internal Controls, Budget Preparation, Non-profits, Non-profit..., Non-profit Accounting, Small Business..., Budgets, Management, Process Improvement, Strategic Planning, Event Planning, Project Management, Program Management, Peer Reviews, Risk Management, Leadership, Nonprofits, People Skills, Variance Analysis, Financial Reporting, Business Planning, Operations Management, Managerial Finance, Executive Management, Volunteer Management, Public Relations, Finance, Microsoft Excel, Human Resources, Small Business, Strategic Financial..., Event Management
Education
Averett University 1995 — 1997
Business Administration
Virginia Commonwealth University 1993 — 1995
General
J Sargeant Reynolds Community College
AAS, Accounting
George Wythe High School
Mimi Hailegiorghis Mimi Hailegiorghis's KPMG Peat Marwick Experience October 1994 - May 1999
Job Principal Information Systems Engineer
Industry Information Technology and Services
Experience
MITRE August 1999 - Present
KPMG Peat Marwick October 1994 - May 1999
American Hellenic Educational Association 1989 - 1993
Skills
DoDAF, Enterprise Architecture, System Architecture, Systems Engineering, Zachman, Program Management, Requirements Analysis, Software Development, Integration, Information Assurance, FISMA, DoD, IT Strategy, Systems Analysis, Process Improvement, Software Project..., Business Analysis, Data Architecture, Business Intelligence, PMP, Requirements Management, Data Warehousing, Strategy, Architectures, SDLC, Management, Leadership
Education
American University 1991 — 1993
Master of Science (MS), Management Information Systems
Cumberland College 1982 — 1986
University of the Cumberlands (Cumberland College), BS, Management Information Systems
MITRE August 1999 - Present
KPMG Peat Marwick October 1994 - May 1999
American Hellenic Educational Association 1989 - 1993
Skills
DoDAF, Enterprise Architecture, System Architecture, Systems Engineering, Zachman, Program Management, Requirements Analysis, Software Development, Integration, Information Assurance, FISMA, DoD, IT Strategy, Systems Analysis, Process Improvement, Software Project..., Business Analysis, Data Architecture, Business Intelligence, PMP, Requirements Management, Data Warehousing, Strategy, Architectures, SDLC, Management, Leadership
Education
American University 1991 — 1993
Master of Science (MS), Management Information Systems
Cumberland College 1982 — 1986
University of the Cumberlands (Cumberland College), BS, Management Information Systems
Estela Lannes Estela Lannes's KPMG Peat Marwick Experience January 1995 - November 2000
Job Senior Executive Assistant & Office Manager at Novartis Pharmaceuticals Corp.
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals Corp. January 2003 - Present
Novartis Pharmaceuticals Corp. November 2001 - January 2003
Roche Pharmaceuticals March 2001 - November 2001
KPMG Peat Marwick January 1995 - November 2000
Johnson & Higgins S.A. – Insurance Company November 1993 - May 1995
RSA January 1990 - June 1992
Skills
Organizational Skills, Time Management, Creative Problem Solving, Administrative Support, Office Management, Employee Relations, Teamwork, Outlook, Administrative..., Leadership, Human Resources, Management, Employee Training, Payroll, Training, Recruiting, Interviews, Team Leadership, Organizational..., Team Building, Administrative...
Education
Universidad de la República 1980 — 1984
Bachelor, Lic. in Oceanography
Universidad de la Empresa 1978 — 1980
Bachelor, Business Administration
Novartis Pharmaceuticals Corp. January 2003 - Present
Novartis Pharmaceuticals Corp. November 2001 - January 2003
Roche Pharmaceuticals March 2001 - November 2001
KPMG Peat Marwick January 1995 - November 2000
Johnson & Higgins S.A. – Insurance Company November 1993 - May 1995
RSA January 1990 - June 1992
Skills
Organizational Skills, Time Management, Creative Problem Solving, Administrative Support, Office Management, Employee Relations, Teamwork, Outlook, Administrative..., Leadership, Human Resources, Management, Employee Training, Payroll, Training, Recruiting, Interviews, Team Leadership, Organizational..., Team Building, Administrative...
Education
Universidad de la República 1980 — 1984
Bachelor, Lic. in Oceanography
Universidad de la Empresa 1978 — 1980
Bachelor, Business Administration
Chris LoPilato, CPA Chris LoPilato, CPA's KPMG Peat Marwick Experience June 1977 - September 1981
Job CPA, CFO Hospitality, Restaurants
Industry Real Estate
Experience
Davidson Hotels & Resorts January 2015 - Present
Premier Hotel Corporation December 2008 - March 2011
Dewberry Capital June 2000 - October 2008
Equitable Real Estate Investment Management January 1993 - December 1998
KPMG Peat Marwick June 1977 - September 1981
Skills
Timberline, PeopleSoft, Argus, Cognos, Analysis, Business Development, Budgeting, Access, Accounting, Business Analysis, Change Management, Development, ERP, Financial Analysis, Financial Reporting, Hospitality, Insurance, Microsoft Office, Negotiation, PowerPoint, Quickbooks, Real Estate, Risk Management, Word, QuickBooks, Budgets, GAAP, Valuation, Microsoft Word, Tax, Leadership, Management, Team Building, Contract Negotiation, Due Diligence, SEC filings, Sarbanes-Oxley Act, Finance, Strategy, Sage, Forecasting, Auditing, Cash Management, Financial Accounting, Training, Investments, Financial Audits, Asset Management
Education
Bentley University 1984 — 1987
MSF, Finance and Real Estate
Northeastern University 1972 — 1977
BSBA, Accounting
Davidson Hotels & Resorts January 2015 - Present
Premier Hotel Corporation December 2008 - March 2011
Dewberry Capital June 2000 - October 2008
Equitable Real Estate Investment Management January 1993 - December 1998
KPMG Peat Marwick June 1977 - September 1981
Skills
Timberline, PeopleSoft, Argus, Cognos, Analysis, Business Development, Budgeting, Access, Accounting, Business Analysis, Change Management, Development, ERP, Financial Analysis, Financial Reporting, Hospitality, Insurance, Microsoft Office, Negotiation, PowerPoint, Quickbooks, Real Estate, Risk Management, Word, QuickBooks, Budgets, GAAP, Valuation, Microsoft Word, Tax, Leadership, Management, Team Building, Contract Negotiation, Due Diligence, SEC filings, Sarbanes-Oxley Act, Finance, Strategy, Sage, Forecasting, Auditing, Cash Management, Financial Accounting, Training, Investments, Financial Audits, Asset Management
Education
Bentley University 1984 — 1987
MSF, Finance and Real Estate
Northeastern University 1972 — 1977
BSBA, Accounting
Stacey Romanello's KPMG Peat Marwick Experience 1990 - 1992
Job Director of Risk Information Strategy and Integration at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Union Bank of California / Bank of Tokyo-Mitsubishi UFJ February 2014 - Present
JPMorgan Chase March 2013 - February 2014
RBC Capital Markets September 2011 - March 2013
Citigroup May 2006 - September 2011
Merrill Lynch January 2000 - May 2006
Lehman Brothers April 1995 - January 2000
Metallgesellschaft 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Fixed Income, Banking, Equities, Financial Risk, Business Process..., FX Options, Internal Controls, Market, COSO Framework, Auditing, Leadership, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Program Management, Finance, Re-engineering, SOX Compliancy, Credit Risk, Business Process, Analysis, Valuation, Sarbanes-Oxley Act, Derivatives, Operational Risk..., Operational Risk, Financial Services, Strategy, Hedge Funds, Financial Analysis, Trading, Investment Banking, Trading Systems, Enterprise Risk..., Financial Modeling, Management, Bloomberg, Business Analysis, Securities
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics
Baruch College 1986 — 1992
MBA, Accounting
Schreiber High School 1979 — 1982
High School
Guggenheim 1974 — 1977
Elementary School
Union Bank of California / Bank of Tokyo-Mitsubishi UFJ February 2014 - Present
JPMorgan Chase March 2013 - February 2014
RBC Capital Markets September 2011 - March 2013
Citigroup May 2006 - September 2011
Merrill Lynch January 2000 - May 2006
Lehman Brothers April 1995 - January 2000
Metallgesellschaft 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Fixed Income, Banking, Equities, Financial Risk, Business Process..., FX Options, Internal Controls, Market, COSO Framework, Auditing, Leadership, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Program Management, Finance, Re-engineering, SOX Compliancy, Credit Risk, Business Process, Analysis, Valuation, Sarbanes-Oxley Act, Derivatives, Operational Risk..., Operational Risk, Financial Services, Strategy, Hedge Funds, Financial Analysis, Trading, Investment Banking, Trading Systems, Enterprise Risk..., Financial Modeling, Management, Bloomberg, Business Analysis, Securities
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics
Baruch College 1986 — 1992
MBA, Accounting
Schreiber High School 1979 — 1982
High School
Guggenheim 1974 — 1977
Elementary School
Amanda N. Brown Amanda N. Brown's KPMG Peat Marwick Experience July 2008 - October 2009
Job Tax Senior Associate at JGD & Associates LLP
Industry Accounting
Experience
JGD & Associates LLP October 2013 - Present
Law Firm February 2011 - Present
Henry & Horne, LLP December 2009 - December 2010
KPMG Peat Marwick July 2008 - October 2009
TCC/EITC Initiative February 2004 - April 2009
KPMG Peat Marwick July 2006 - July 2008
Arizona State University August 2005 - May 2006
Pulte Homes Inc May 2005 - July 2005
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Tax Returns, Payroll, Financial Statements, IRS, Journal Entries, Tax Accounting, Finance, Financial Reporting, Variance Analysis, CPA
Education
Arizona State University, W. P. Carey School of Business
Master of Taxation
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Science, Accountancy
JGD & Associates LLP October 2013 - Present
Law Firm February 2011 - Present
Henry & Horne, LLP December 2009 - December 2010
KPMG Peat Marwick July 2008 - October 2009
TCC/EITC Initiative February 2004 - April 2009
KPMG Peat Marwick July 2006 - July 2008
Arizona State University August 2005 - May 2006
Pulte Homes Inc May 2005 - July 2005
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Tax Returns, Payroll, Financial Statements, IRS, Journal Entries, Tax Accounting, Finance, Financial Reporting, Variance Analysis, CPA
Education
Arizona State University, W. P. Carey School of Business
Master of Taxation
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Science, Accountancy
Curt Trahan Curt Trahan's KPMG Peat Marwick Experience 1969 - 1971
Job QuickBooks Advanced and Enterprise ProAdvisor
Industry Computer Software
Experience
Trahan Networks, Inc. June 1983 - Present
Jacobs Engineering 1980 - 1983
Sullivan Enterprises, Inc. 1977 - 1979
Trahan Mehen Mitchell & Co. 1972 - 1976
KPMG Peat Marwick 1969 - 1971
Price Waterhouse Coopers 1965 - 1968
Ernst & Young 1962 - 1964
Skills
QuickBooks, Analysis, Accounting, Auditing, Invoicing, Contract Management, Start-ups, Financial Reporting, Cash Flow, Account Reconciliation, Time Management, Financial Analysis, Small Business, Budgets, Finance, Management Consulting, Management, Process Improvement, Executive Management, Business Planning, Business Strategy, Leadership, Business Development, Strategic Planning, Training
Education
University of Mississippi - School of Business Administration 1960 — 1962
BBA, Business Administration, Accountancy
Arizona State University - W. P. Carey School of Business 1958 — 1960
Accountancy
Las Vegas High School 1955 — 1956
Texas City High School 1953 — 1955
Trahan Networks, Inc. June 1983 - Present
Jacobs Engineering 1980 - 1983
Sullivan Enterprises, Inc. 1977 - 1979
Trahan Mehen Mitchell & Co. 1972 - 1976
KPMG Peat Marwick 1969 - 1971
Price Waterhouse Coopers 1965 - 1968
Ernst & Young 1962 - 1964
Skills
QuickBooks, Analysis, Accounting, Auditing, Invoicing, Contract Management, Start-ups, Financial Reporting, Cash Flow, Account Reconciliation, Time Management, Financial Analysis, Small Business, Budgets, Finance, Management Consulting, Management, Process Improvement, Executive Management, Business Planning, Business Strategy, Leadership, Business Development, Strategic Planning, Training
Education
University of Mississippi - School of Business Administration 1960 — 1962
BBA, Business Administration, Accountancy
Arizona State University - W. P. Carey School of Business 1958 — 1960
Accountancy
Las Vegas High School 1955 — 1956
Texas City High School 1953 — 1955
Sandra Browne Sandra Browne's KPMG Peat Marwick Experience 1992 - 1994
Job Chief Operating Officer
Industry Information Technology and Services
Experience
Industrial Logic, Inc. 2011 - Present
Fehr & Peers 2003 - 2010
Bear River Associates 2001 - 2003
Bear River Associates 1996 - 2001
Tele TV 1994 - 1997
KPMG Peat Marwick 1992 - 1994
Skills
Business Strategy, Strategy, Operations Management, Leadership, Start-ups, Managerial Finance, Training, Software Project..., Project Management, Operational Excellence, Personnel Development, Business Turn-arounds, Personal Development, Change Management, Business Development, Human Resources, Strategic Planning, Project Planning, Executive Management, Coaching, Business Process, Anzeneering, Budgets, Management, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Strategy
Ambassador University 1988 — 1992
BS, Information Systems and Business Management
Industrial Logic, Inc. 2011 - Present
Fehr & Peers 2003 - 2010
Bear River Associates 2001 - 2003
Bear River Associates 1996 - 2001
Tele TV 1994 - 1997
KPMG Peat Marwick 1992 - 1994
Skills
Business Strategy, Strategy, Operations Management, Leadership, Start-ups, Managerial Finance, Training, Software Project..., Project Management, Operational Excellence, Personnel Development, Business Turn-arounds, Personal Development, Change Management, Business Development, Human Resources, Strategic Planning, Project Planning, Executive Management, Coaching, Business Process, Anzeneering, Budgets, Management, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Strategy
Ambassador University 1988 — 1992
BS, Information Systems and Business Management
Maricy Fernandes Maricy Fernandes's KPMG Peat Marwick Experience January 1992 - March 1994
Job Graphic Design Professional
Industry Graphic Design
Experience
The Graphic Edge December 2002 - March 2006
The Graphic Edege November 2002 - March 2006
JEWELITE SIGNS July 2002 - November 2002
REPORTEC December 2001 - April 2002
The Graphic Edge February 2001 - November 2001
MARKETRING.COM June 2000 - December 2000
GRAPHIC WORKS, INC October 1999 - May 2000
ELECTRONIC GRAPHICS GROUP January 1999 - October 1999
KPMG Peat Marwick January 1992 - March 1994
KMPG Peat Marwick January 1991 - December 1991
Skills
Layout, Graphics, Graphic Design, Brochures, Logo Design
Education
Art Institute of Atlanta
Associate's Degree, graphic design
Faculdade Ibero-Americana 1991 — 1994
Bachelor's, Language and Literature; Translation and Interpretation (Portuguese/English
The Graphic Edge December 2002 - March 2006
The Graphic Edege November 2002 - March 2006
JEWELITE SIGNS July 2002 - November 2002
REPORTEC December 2001 - April 2002
The Graphic Edge February 2001 - November 2001
MARKETRING.COM June 2000 - December 2000
GRAPHIC WORKS, INC October 1999 - May 2000
ELECTRONIC GRAPHICS GROUP January 1999 - October 1999
KPMG Peat Marwick January 1992 - March 1994
KMPG Peat Marwick January 1991 - December 1991
Skills
Layout, Graphics, Graphic Design, Brochures, Logo Design
Education
Art Institute of Atlanta
Associate's Degree, graphic design
Faculdade Ibero-Americana 1991 — 1994
Bachelor's, Language and Literature; Translation and Interpretation (Portuguese/English
Elyse Germack Elyse Germack's KPMG Peat Marwick Experience 1996 - 1998
Job Tax Manager at Rehmann
Industry Legal Services
Experience
Rehmann September 2014 - Present
Avant Nonprofit Advisors March 2009 - Present
Germack Companies December 2010 - December 2014
Art Effect Gallery, Eastern Market October 2010 - October 2012
Miller Canfield February 2007 - February 2009
Bank One 1999 - 2002
KPMG Peat Marwick 1996 - 1998
Deloitte & Touche 1991 - 1996
Skills
Non-profits, Trusts, Nonprofits, Real Estate, Tax Law, Strategic Planning, Legal Research, Public Speaking, Litigation, Tax, Corporate Law, Start-ups, Mergers & Acquisitions, Marketing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 2000
JD, Tax Law
Auburn University
B.S,, Accounting
Rehmann September 2014 - Present
Avant Nonprofit Advisors March 2009 - Present
Germack Companies December 2010 - December 2014
Art Effect Gallery, Eastern Market October 2010 - October 2012
Miller Canfield February 2007 - February 2009
Bank One 1999 - 2002
KPMG Peat Marwick 1996 - 1998
Deloitte & Touche 1991 - 1996
Skills
Non-profits, Trusts, Nonprofits, Real Estate, Tax Law, Strategic Planning, Legal Research, Public Speaking, Litigation, Tax, Corporate Law, Start-ups, Mergers & Acquisitions, Marketing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 2000
JD, Tax Law
Auburn University
B.S,, Accounting
Don Scott FCA Don Scott FCA's KPMG Peat Marwick Experience July 1979 - October 1988
Job Partner/Director of Tax Services at Welch LLP
Industry Accounting
Experience
Welch LLP 1988 - Present
KPMG Peat Marwick July 1979 - October 1988
Skills
Corporate Tax, Tax, Income Tax, Tax Services, Estate Planning, International Tax, Small Business, Succession Planning, Tax Compliance, Trusts, Corporate Tax Planning, Finance, Tax Preparation, Tax Returns, High Net Worth..., Tax Accounting, Tax Research, Tax Advisory, IFRS, Auditing, Business Advisory, GAAP, Partnership Taxation, Personal Income Tax..., Canadian GAAP, Financial Accounting, Assurance, Internal Controls, Personal Tax Planning
Education
Acadia University 1976 — 1979
BBA, Accounting/Finance/Tax
Welch LLP 1988 - Present
KPMG Peat Marwick July 1979 - October 1988
Skills
Corporate Tax, Tax, Income Tax, Tax Services, Estate Planning, International Tax, Small Business, Succession Planning, Tax Compliance, Trusts, Corporate Tax Planning, Finance, Tax Preparation, Tax Returns, High Net Worth..., Tax Accounting, Tax Research, Tax Advisory, IFRS, Auditing, Business Advisory, GAAP, Partnership Taxation, Personal Income Tax..., Canadian GAAP, Financial Accounting, Assurance, Internal Controls, Personal Tax Planning
Education
Acadia University 1976 — 1979
BBA, Accounting/Finance/Tax
Doreen Biebusch Doreen Biebusch's KPMG Peat Marwick Experience 1981 - 1988
Job Partner at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
Eric Weems Eric Weems's KPMG Peat Marwick Experience January 1987 - January 1988
Job Financial Aid Consultant
Industry Higher Education
Experience
Engaged by Huron Education, Kay Jacks and Associates, Financial Aid Services January 2012 - Present
Loyola University Chicago February 2002 - January 2012
Loyola University Chicago August 1997 - February 2002
Southern Illinois University August 1995 - August 1997
Illinois Student Assistance Commission August 1990 - August 1995
Illinois State University January 1989 - January 1990
KPMG Peat Marwick January 1987 - January 1988
Skills
PeopleSoft v9.0..., Department of Education..., Social Media Marketing, Presentation Development, Communication..., Social Networking, Policy Analysis, Strategic Financial Aid..., Financial Aid Process..., Higher Education, Software Implementation, Creative Problem Solving, Public Speaking, Strategic Planning, Training, Staff Development, Admissions
Education
Loyola University of Chicago 2000 — 2004
M.Ed., Higher Education
Augustana College 1983 — 1987
B.A, Accounting and Finance
Engaged by Huron Education, Kay Jacks and Associates, Financial Aid Services January 2012 - Present
Loyola University Chicago February 2002 - January 2012
Loyola University Chicago August 1997 - February 2002
Southern Illinois University August 1995 - August 1997
Illinois Student Assistance Commission August 1990 - August 1995
Illinois State University January 1989 - January 1990
KPMG Peat Marwick January 1987 - January 1988
Skills
PeopleSoft v9.0..., Department of Education..., Social Media Marketing, Presentation Development, Communication..., Social Networking, Policy Analysis, Strategic Financial Aid..., Financial Aid Process..., Higher Education, Software Implementation, Creative Problem Solving, Public Speaking, Strategic Planning, Training, Staff Development, Admissions
Education
Loyola University of Chicago 2000 — 2004
M.Ed., Higher Education
Augustana College 1983 — 1987
B.A, Accounting and Finance
Tina Adolfsson's KPMG Peat Marwick Experience 1990 - 1992
Job VP Corporate Partnerships at Mobee Crowdsourced Intelligence
Industry Consumer Goods
Experience
Mobee 2014 - Present
ACTgroup Consulting 2008 - Present
Harvard University 2011 - 2012
Polo Ralph Lauren 2005 - 2008
Procter & Gamble 1995 - 2005
KPMG Peat Marwick 1990 - 1992
AIESEC 1987 - 1990
Skills
Strategy, Start-ups, Strategic Planning, Entrepreneurship, Business Strategy, Product Development, Competitive Analysis, Brand Development, Consumer Products, Marketing Strategy, Project Management, Budgets, Process Improvement, Strategic Partnerships, Cross-functional Team..., Brand Management, Strategic Financial..., Networking, Global Strategy, Global Sourcing, LinkedIn, Scalability, Material Sourcing..., Shopper Marketing, Analysis, Business Development, Business Planning, Market Research, Customer Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, International Concentration
Tufts University 1986 — 1990
BA, Political Science, Spanish
Mobee 2014 - Present
ACTgroup Consulting 2008 - Present
Harvard University 2011 - 2012
Polo Ralph Lauren 2005 - 2008
Procter & Gamble 1995 - 2005
KPMG Peat Marwick 1990 - 1992
AIESEC 1987 - 1990
Skills
Strategy, Start-ups, Strategic Planning, Entrepreneurship, Business Strategy, Product Development, Competitive Analysis, Brand Development, Consumer Products, Marketing Strategy, Project Management, Budgets, Process Improvement, Strategic Partnerships, Cross-functional Team..., Brand Management, Strategic Financial..., Networking, Global Strategy, Global Sourcing, LinkedIn, Scalability, Material Sourcing..., Shopper Marketing, Analysis, Business Development, Business Planning, Market Research, Customer Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, International Concentration
Tufts University 1986 — 1990
BA, Political Science, Spanish
Nancy J. Peterson's KPMG Peat Marwick Experience 1985 - 1987
Job
Industry Publishing
Experience
Prancing Dog Publications LLC January 2013 - Present
NHC Group, Inc. January 2001 - September 2012
Bentley University (formerly Bentley College) 2000 - 2000
Harvard Pilgrim Health Care 1990 - 2000
Avery Dennison (formerly Dennison Manufacturing Company) 1987 - 1990
KPMG Peat Marwick 1985 - 1987
Liberty Mutual Insurance 1983 - 1986
Skills
SEO, Web Development, Training, Social Media Marketing, Time Management, Marketing Strategy, Publishing, Social Media, Public Speaking, Social Networking, Analysis, Leadership, Strategic Planning, Nonprofits
Education
Babson College 1978 — 1982
BSBA
Bentley College - Elkin B. McCallum Graduate School of Business
MSF
Cornell University's School of Industrial and Labor Relations
Thornton Academy
Prancing Dog Publications LLC January 2013 - Present
NHC Group, Inc. January 2001 - September 2012
Bentley University (formerly Bentley College) 2000 - 2000
Harvard Pilgrim Health Care 1990 - 2000
Avery Dennison (formerly Dennison Manufacturing Company) 1987 - 1990
KPMG Peat Marwick 1985 - 1987
Liberty Mutual Insurance 1983 - 1986
Skills
SEO, Web Development, Training, Social Media Marketing, Time Management, Marketing Strategy, Publishing, Social Media, Public Speaking, Social Networking, Analysis, Leadership, Strategic Planning, Nonprofits
Education
Babson College 1978 — 1982
BSBA
Bentley College - Elkin B. McCallum Graduate School of Business
MSF
Cornell University's School of Industrial and Labor Relations
Thornton Academy
Lynda Brooks, CPA, MBA's KPMG Peat Marwick Experience 1995 - 1998
Job Director of Finance at Boys & Girls Clubs of Greater Washington
Industry Accounting
Experience
Boys & Girls Clubs of Greater Washington August 2015 - Present
Christel House Academy, Inc. 2013 - 2015
Disciples Church Extension Fund 2011 - 2013
Brooks Financial Associates 2007 - 2011
Tatum LLC February 2009 - April 2009
KPMG, LLP 2006 - 2007
Nelson & Associates 2004 - 2005
San Francisco Public Utilities Commission 2001 - 2004
Hewlett-Packard 1999 - 2001
KPMG Peat Marwick 1995 - 1998
Skills
Mergers, Auditing, Management Consulting, Finance, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Business Process, GAAP, Accounting, Cash Flow, Budgets, Forecasting, Financial Accounting, Strategic Financial..., Mergers & Acquisitions, Risk Management, Due Diligence, SEC filings, Analysis, Tax, SEC Filings, Financial Planning
Education
Columbia Theological Seminary
Master of Divinity (M.Div.)
University of Maryland - Robert H. Smith School of Business
MBA
City University of New York-Baruch College
BBA
Boys & Girls Clubs of Greater Washington August 2015 - Present
Christel House Academy, Inc. 2013 - 2015
Disciples Church Extension Fund 2011 - 2013
Brooks Financial Associates 2007 - 2011
Tatum LLC February 2009 - April 2009
KPMG, LLP 2006 - 2007
Nelson & Associates 2004 - 2005
San Francisco Public Utilities Commission 2001 - 2004
Hewlett-Packard 1999 - 2001
KPMG Peat Marwick 1995 - 1998
Skills
Mergers, Auditing, Management Consulting, Finance, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Business Process, GAAP, Accounting, Cash Flow, Budgets, Forecasting, Financial Accounting, Strategic Financial..., Mergers & Acquisitions, Risk Management, Due Diligence, SEC filings, Analysis, Tax, SEC Filings, Financial Planning
Education
Columbia Theological Seminary
Master of Divinity (M.Div.)
University of Maryland - Robert H. Smith School of Business
MBA
City University of New York-Baruch College
BBA
Susan Cucuzza, PCC, BCC, CLC's KPMG Peat Marwick Experience January 1998 - November 1998
Job Executive Coach, Live Forward LLC
Industry Human Resources
Experience
Live Forward LLC March 2009 - Present
Textron Inc. 2005 - 2007
Textron Inc. 2005 - 2007
Arvin Meritor 2001 - 2005
Deloitte November 1998 - July 2001
KPMG Peat Marwick January 1998 - November 1998
National City Bank June 1993 - January 1998
Skills
Executive Coaching, Coaching, Emotional Intelligence, Succession Planning, Leadership Development, Performance Management, Organizational..., Leadership, Employee Relations, Personnel Management, Employee Engagement, Change Management, Talent Management, Human Resources, Deferred Compensation, Program Management, Onboarding, Six Sigma, HRIS, Talent Acquisition, Recruiting, Career Development, Workforce Planning, HR Consulting, Culture Change, Consulting, Employment Law, Process Improvement, Management Development, MBTI, Organizational..., Workshop Facilitation, Organizational Design, Career Counseling, Employee Training, 360 Feedback, Executive Development
Education
Institute for Life Coach Training 2009 — 2012
Graduate - Accredited Coach Training Program (ACTP), Coaching
Baldwin Wallace University
BA, Business Administration
Case Western Reserve University - Weatherhead School of Management
MBA
Live Forward LLC March 2009 - Present
Textron Inc. 2005 - 2007
Textron Inc. 2005 - 2007
Arvin Meritor 2001 - 2005
Deloitte November 1998 - July 2001
KPMG Peat Marwick January 1998 - November 1998
National City Bank June 1993 - January 1998
Skills
Executive Coaching, Coaching, Emotional Intelligence, Succession Planning, Leadership Development, Performance Management, Organizational..., Leadership, Employee Relations, Personnel Management, Employee Engagement, Change Management, Talent Management, Human Resources, Deferred Compensation, Program Management, Onboarding, Six Sigma, HRIS, Talent Acquisition, Recruiting, Career Development, Workforce Planning, HR Consulting, Culture Change, Consulting, Employment Law, Process Improvement, Management Development, MBTI, Organizational..., Workshop Facilitation, Organizational Design, Career Counseling, Employee Training, 360 Feedback, Executive Development
Education
Institute for Life Coach Training 2009 — 2012
Graduate - Accredited Coach Training Program (ACTP), Coaching
Baldwin Wallace University
BA, Business Administration
Case Western Reserve University - Weatherhead School of Management
MBA
Paul Draper's KPMG Peat Marwick Experience 1988 - 1990
Job CEOCreative Director at 7th World | creative
Industry Marketing and Advertising
Experience
7th World creative January 1997 - Present
7th World LLC 1997 - Present
KPMG Peat Marwick 1988 - 1990
SRI International 1979 - 1986
Skills
Lead Generation, Trade Shows, Online Advertising, Email Marketing, Advertising, Layout, Marketing Strategy, Start-ups, Product Marketing, Video, Perl, Marketing Communications, B2B, Wordpress, Entrepreneurship
Education
Academy of Art University 1981 — 1985
University of California, Berkeley
Marketing
7th World creative January 1997 - Present
7th World LLC 1997 - Present
KPMG Peat Marwick 1988 - 1990
SRI International 1979 - 1986
Skills
Lead Generation, Trade Shows, Online Advertising, Email Marketing, Advertising, Layout, Marketing Strategy, Start-ups, Product Marketing, Video, Perl, Marketing Communications, B2B, Wordpress, Entrepreneurship
Education
Academy of Art University 1981 — 1985
University of California, Berkeley
Marketing
Shyam Subramanian's KPMG Peat Marwick Experience June 2007 - August 2007
Job Manager at Capital One
Industry Financial Services
Experience
Capital One January 2012 - Present
FedEx Services June 2007 - December 2011
KPMG Peat Marwick June 2007 - August 2007
Cognizant Technology Solutions July 2000 - May 2005
Skills
SAS, Analytics, Predictive Modeling, Tableau, Segmentation, Business Analytics
Education
State University of New York College at Buffalo 2005 — 2007
MBA, Finance/Strategy
Anna University 1996 — 2000
B.Tech, Chemical Engineering
Capital One January 2012 - Present
FedEx Services June 2007 - December 2011
KPMG Peat Marwick June 2007 - August 2007
Cognizant Technology Solutions July 2000 - May 2005
Skills
SAS, Analytics, Predictive Modeling, Tableau, Segmentation, Business Analytics
Education
State University of New York College at Buffalo 2005 — 2007
MBA, Finance/Strategy
Anna University 1996 — 2000
B.Tech, Chemical Engineering
Almir Lima's KPMG Peat Marwick Experience August 1993 - October 1996
Job Caribbean & Central America Cluster Controller at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi June 2013 - December 2013
Citi July 2011 - June 2013
Citigroup October 1996 - July 2011
KPMG Peat Marwick August 1993 - October 1996
Education
Stanford University Graduate School of Business 2013 — 2013
Leading Change and Organizational Renewal
Ibmec Business School 2000 — 2002
MBA, Corporate Finance
Centro Universitário Fundação Santo André 1991 — 1995
Bachelor, Accounting
Citi January 2014 - Present
Citi June 2013 - December 2013
Citi July 2011 - June 2013
Citigroup October 1996 - July 2011
KPMG Peat Marwick August 1993 - October 1996
Education
Stanford University Graduate School of Business 2013 — 2013
Leading Change and Organizational Renewal
Ibmec Business School 2000 — 2002
MBA, Corporate Finance
Centro Universitário Fundação Santo André 1991 — 1995
Bachelor, Accounting
Robert Casto's KPMG Peat Marwick Experience March 1988 - July 1998
Job Management Consulting
Industry Management Consulting
Experience
Columbus Technologies and Services December 2010 - Present
CSC January 2005 - December 2010
CSC January 2002 - January 2005
KPMG Consulting July 1998 - July 2001
KPMG Peat Marwick March 1988 - July 1998
Skills
Software Development, Business Process..., Business Development, Business Planning, Program Management, Requirements Analysis, Risk Management, Process Improvement
Education
American University 1989 — 1991
MS, Computer Science
American University 1984 — 1987
BS, Computer Science
Columbus Technologies and Services December 2010 - Present
CSC January 2005 - December 2010
CSC January 2002 - January 2005
KPMG Consulting July 1998 - July 2001
KPMG Peat Marwick March 1988 - July 1998
Skills
Software Development, Business Process..., Business Development, Business Planning, Program Management, Requirements Analysis, Risk Management, Process Improvement
Education
American University 1989 — 1991
MS, Computer Science
American University 1984 — 1987
BS, Computer Science
Bryan Lake's KPMG Peat Marwick Experience April 1988 - December 1993
Job Owner, Shoreline Tax & Accounting, LLC
Industry Accounting
Experience
Shoreline Tax & Accounting Services, LLC December 2004 - Present
PricewaterhouseCoopers December 1999 - November 2004
Arthur Andersen LLP January 1997 - November 1998
Coopers & Lybrand LLP January 1994 - December 1996
KPMG Peat Marwick April 1988 - December 1993
Skills
Tax, Tax Preparation, International Tax, Accounting, Corporate Tax, CPA, Income Tax, Tax Advisory, Tax Returns, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Management
Education
Northwestern University 2001 — 2006
Certificate of Advanced Accounting, Accounting
Kansai University of International Studies 1986 — 1987
Japanese Language and Literature
Miami University 1982 — 1987
B.A., Economics and East Asian Studies Emphasis on Japan
Shoreline Tax & Accounting Services, LLC December 2004 - Present
PricewaterhouseCoopers December 1999 - November 2004
Arthur Andersen LLP January 1997 - November 1998
Coopers & Lybrand LLP January 1994 - December 1996
KPMG Peat Marwick April 1988 - December 1993
Skills
Tax, Tax Preparation, International Tax, Accounting, Corporate Tax, CPA, Income Tax, Tax Advisory, Tax Returns, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Management
Education
Northwestern University 2001 — 2006
Certificate of Advanced Accounting, Accounting
Kansai University of International Studies 1986 — 1987
Japanese Language and Literature
Miami University 1982 — 1987
B.A., Economics and East Asian Studies Emphasis on Japan
Robin Sikes's KPMG Peat Marwick Experience August 1999 - November 2000
Job VP/Financial Executive at Grandbridge Real Estate Capital
Industry Financial Services
Experience
BB&T August 2009 - Present
EquiFirst Corporation September 2004 - August 2009
EquiFirst Corporation September 2003 - September 2004
American Red Cross August 2001 - September 2003
American Red Cross November 2000 - August 2001
KPMG Peat Marwick August 1999 - November 2000
Skills
Mortgage Banking, Underwriting, Banking, Finance, Management, Leadership, Strategic Planning, Risk Management, Process Improvement, Financial Analysis, Loans, Accounting, Customer Service, Mortgage Lending, Loan Origination, Forecasting, Budgets, Credit Analysis, Financial Modeling, Credit, Financial Reporting, Microsoft Excel
Education
Appalachian State University
Master of Science, Accountancy
Appalachian State University
Bachelor of Science, Communications
BB&T August 2009 - Present
EquiFirst Corporation September 2004 - August 2009
EquiFirst Corporation September 2003 - September 2004
American Red Cross August 2001 - September 2003
American Red Cross November 2000 - August 2001
KPMG Peat Marwick August 1999 - November 2000
Skills
Mortgage Banking, Underwriting, Banking, Finance, Management, Leadership, Strategic Planning, Risk Management, Process Improvement, Financial Analysis, Loans, Accounting, Customer Service, Mortgage Lending, Loan Origination, Forecasting, Budgets, Credit Analysis, Financial Modeling, Credit, Financial Reporting, Microsoft Excel
Education
Appalachian State University
Master of Science, Accountancy
Appalachian State University
Bachelor of Science, Communications
Eric M. Bittel's KPMG Peat Marwick Experience September 1995 - August 1996
Job Director, Platform Strategy and Architecture at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
Rosanne Mastrangelo's KPMG Peat Marwick Experience 1988 - 1994
Job Senior Accountant at Western New England College
Industry Accounting
Experience
Western New England College July 2005 - Present
KPMG Peat Marwick 1988 - 1994
Education
American International College 1984 — 1988
Western New England College July 2005 - Present
KPMG Peat Marwick 1988 - 1994
Education
American International College 1984 — 1988
John Magilligan's KPMG Peat Marwick Experience 1993 - 1999
Job Visiting Instructor, Accounting and Finance at Framingham State College
Industry Financial Services
Experience
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Rick Fortin's KPMG Peat Marwick Experience June 1965 - June 1969
Job Semiretired; Former owner, ELabeling LLC; Master Tax Adviser
Industry Executive Office
Experience
H & R Block 2004 - Present
E-Labeling LLC November 1998 - June 2014
Integrated Labeling Systems, Inc. June 2004 - January 2008
W/S Packaging Group, Inc. June 2000 - December 2002
Label Art, Inc. 1981 - 2002
Comperel Corporation 1979 - June 1982
The Howe Corporation 1976 - 1979
United Computing 1975 - 1976
Standard Information Systems, Inc. 1969 - 1976
KPMG Peat Marwick June 1965 - June 1969
Skills
Tax, Account Management, New Business Development, Strategic Planning, Sales, Team Building, Management, Start-ups, Small Business, Process Improvement, Forecasting, Customer Service, Business Development, Budgets, Product Management, Business Planning, Inventory Management, Marketing, Cross-functional Team..., Negotiation, Email Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General Business
Boston College 1961 — 1965
BSBA, Accounting
H & R Block 2004 - Present
E-Labeling LLC November 1998 - June 2014
Integrated Labeling Systems, Inc. June 2004 - January 2008
W/S Packaging Group, Inc. June 2000 - December 2002
Label Art, Inc. 1981 - 2002
Comperel Corporation 1979 - June 1982
The Howe Corporation 1976 - 1979
United Computing 1975 - 1976
Standard Information Systems, Inc. 1969 - 1976
KPMG Peat Marwick June 1965 - June 1969
Skills
Tax, Account Management, New Business Development, Strategic Planning, Sales, Team Building, Management, Start-ups, Small Business, Process Improvement, Forecasting, Customer Service, Business Development, Budgets, Product Management, Business Planning, Inventory Management, Marketing, Cross-functional Team..., Negotiation, Email Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General Business
Boston College 1961 — 1965
BSBA, Accounting
Ann Bendinger Rundquist's KPMG Peat Marwick Experience June 1982 - April 1993
Job Founder, President at Rundquist Forensics, LLC
Industry Accounting
Experience
Rundquist Forensics, LLC January 2012 - Present
Rundquist & Associates April 1993 - January 2012
KPMG Peat Marwick June 1982 - April 1993
KPMG 1986 - 1993
McClain & Company January 1980 - June 1983
Skills
Accounting, Forensic Accounting, Expert Witness, QuickBooks, Financial Reporting, Tax, Due Diligence, Financial Analysis, Corporate Tax, Income Tax, Tax Preparation, Management Consulting, Start-ups, Strategic Financial..., CPA, Strategic Planning, Budgets, Finance, Public Speaking, SEC filings, Sarbanes-Oxley Act
Education
Florida International University 1977 — 1980
BBA, Accounting, Business
Auburn University 1972 — 1976
Bachelors
Rundquist Forensics, LLC January 2012 - Present
Rundquist & Associates April 1993 - January 2012
KPMG Peat Marwick June 1982 - April 1993
KPMG 1986 - 1993
McClain & Company January 1980 - June 1983
Skills
Accounting, Forensic Accounting, Expert Witness, QuickBooks, Financial Reporting, Tax, Due Diligence, Financial Analysis, Corporate Tax, Income Tax, Tax Preparation, Management Consulting, Start-ups, Strategic Financial..., CPA, Strategic Planning, Budgets, Finance, Public Speaking, SEC filings, Sarbanes-Oxley Act
Education
Florida International University 1977 — 1980
BBA, Accounting, Business
Auburn University 1972 — 1976
Bachelors
Mary Groft's KPMG Peat Marwick Experience 1979 - 1989
Job Owner, Information Age Resources
Industry Information Services
Experience
Information Age Resources 1989 - Present
Motorola 1990 - 2002
KPMG Peat Marwick 1979 - 1989
Education
Spalding University 1975 — 1978
MLS, Library Science
Bellarmine University
BA, English Literature
Information Age Resources 1989 - Present
Motorola 1990 - 2002
KPMG Peat Marwick 1979 - 1989
Education
Spalding University 1975 — 1978
MLS, Library Science
Bellarmine University
BA, English Literature
Karen Millican, CPA's KPMG Peat Marwick Experience 1991 - 1993
Job Independent Accounting Professional
Industry Accounting
Experience
Internal Audit Sabre Holdings Inc. August 2006 - December 2007
Wyndham International 2002 - 2006
Sabre Holdings August 1998 - March 2002
Sabre Holdings March 1997 - August 1998
American Airlines September 1995 - March 1997
KPMG Peat Marwick 1991 - 1993
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Accounting
Internal Audit Sabre Holdings Inc. August 2006 - December 2007
Wyndham International 2002 - 2006
Sabre Holdings August 1998 - March 2002
Sabre Holdings March 1997 - August 1998
American Airlines September 1995 - March 1997
KPMG Peat Marwick 1991 - 1993
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Accounting
Lori Hawk's KPMG Peat Marwick Experience August 1991 - December 1993
Job Senior Financial Analyst at Juno Therapeutics
Industry Accounting
Experience
Juno Therapeutics September 2014 - Present
OncoGenex Pharmaceuticals May 2013 - September 2014
Emergent BioSolutions January 2011 - May 2013
Hawk Financial Consulting July 2006 - January 2011
Onyx Software Corporation January 2002 - January 2003
Onyx Software Corporation December 1996 - December 2001
Attachmate Corporation December 1995 - November 1996
Delotte and Touche January 1994 - November 1995
KPMG Peat Marwick August 1991 - December 1993
Skills
Financial Reporting, Sarbanes-Oxley Act, Forecasting, Biotechnology, Microsoft Excel, MS Excel Pivot Tables, Long Range Planning, Process Improvement, Budgets
Education
Albright College 1987 — 1991
BS, Accounting
Juno Therapeutics September 2014 - Present
OncoGenex Pharmaceuticals May 2013 - September 2014
Emergent BioSolutions January 2011 - May 2013
Hawk Financial Consulting July 2006 - January 2011
Onyx Software Corporation January 2002 - January 2003
Onyx Software Corporation December 1996 - December 2001
Attachmate Corporation December 1995 - November 1996
Delotte and Touche January 1994 - November 1995
KPMG Peat Marwick August 1991 - December 1993
Skills
Financial Reporting, Sarbanes-Oxley Act, Forecasting, Biotechnology, Microsoft Excel, MS Excel Pivot Tables, Long Range Planning, Process Improvement, Budgets
Education
Albright College 1987 — 1991
BS, Accounting
Homayoon Dabiri's KPMG Peat Marwick Experience 1985 - 1990
Job Senior Technical Consultant at Servigistics
Industry Computer Software
Experience
PTC December 2012 - Present
Servigistics December 1996 - December 2012
ITW - Click Commerce October 2006 - May 2009
Optum 1996 - 2002
Union Bank of Switzerland (UBS) 1990 - December 1996
KPMG Peat Marwick 1985 - 1990
Skills
Requirements Analysis, Oracle, Supply Chain, Integration, Software Project..., Software Development, Warehouse Management, Unix, Project Management, Team Leadership, Business Intelligence, Data Warehousing, Agile Methodologies, ERP, System Architecture, Enterprise Software, Quality Assurance, C, Business Analysis, SQL
Education
MIT 1975 — 1979
System Dynamics / Information Systems
University of California, Berkeley 1973 — 1975
BS Engineering
American University of Beirut 1968 — 1973
BE, Mechanical Engineering
PTC December 2012 - Present
Servigistics December 1996 - December 2012
ITW - Click Commerce October 2006 - May 2009
Optum 1996 - 2002
Union Bank of Switzerland (UBS) 1990 - December 1996
KPMG Peat Marwick 1985 - 1990
Skills
Requirements Analysis, Oracle, Supply Chain, Integration, Software Project..., Software Development, Warehouse Management, Unix, Project Management, Team Leadership, Business Intelligence, Data Warehousing, Agile Methodologies, ERP, System Architecture, Enterprise Software, Quality Assurance, C, Business Analysis, SQL
Education
MIT 1975 — 1979
System Dynamics / Information Systems
University of California, Berkeley 1973 — 1975
BS Engineering
American University of Beirut 1968 — 1973
BE, Mechanical Engineering
Joseph Sunderland's KPMG Peat Marwick Experience January 1976 - May 1995
Job Collections Representive at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services June 2014 - Present
Xerox August 2013 - June 2014
BillionGraves 2012 - 2014
Apria Healthcare April 2009 - October 2012
Apria Healthcare February 1998 - March 2009
Eye of the Pacific Guide Dogs 1986 - 2006
Hawaii International Film Festival 1993 - 2001
U.S. Coast Guard June 1995 - September 1997
KPMG Peat Marwick January 1976 - May 1995
Skills
Healthcare, Non-profits, HIPAA, Managed Care, Revenue Cycle, Healthcare Information..., Process Improvement, Strategic Planning, Healthcare Consulting, Coaching, Revenue Cycle Management, Public Speaking, Insurance, Operations Management, Management, Nonprofits, Leadership, Time Management, Policy, Customer Satisfaction, Training, Software Documentation, Administration, Troubleshooting, Invoicing, Data Analysis, Program Management, Budgets, Analysis, Provider Relations, Outlook, Leadership Development, Employee Relations, System Administration, Data Entry, Team Leadership, Process Scheduler, Microsoft Word, Human Resources, Microsoft Excel, Employee Training, Fundraising, Access, Call Centers, Recruiting, Employee Benefits, Event Planning, Hiring, Organizational..., Sales
Education
Ashford University 2009 — 2013
Bachelor's degree, Health Care Management, A
Hawaii Pacific University 1998 — 2000
Reseda High School 1972 — 1974
Providence Health & Services June 2014 - Present
Xerox August 2013 - June 2014
BillionGraves 2012 - 2014
Apria Healthcare April 2009 - October 2012
Apria Healthcare February 1998 - March 2009
Eye of the Pacific Guide Dogs 1986 - 2006
Hawaii International Film Festival 1993 - 2001
U.S. Coast Guard June 1995 - September 1997
KPMG Peat Marwick January 1976 - May 1995
Skills
Healthcare, Non-profits, HIPAA, Managed Care, Revenue Cycle, Healthcare Information..., Process Improvement, Strategic Planning, Healthcare Consulting, Coaching, Revenue Cycle Management, Public Speaking, Insurance, Operations Management, Management, Nonprofits, Leadership, Time Management, Policy, Customer Satisfaction, Training, Software Documentation, Administration, Troubleshooting, Invoicing, Data Analysis, Program Management, Budgets, Analysis, Provider Relations, Outlook, Leadership Development, Employee Relations, System Administration, Data Entry, Team Leadership, Process Scheduler, Microsoft Word, Human Resources, Microsoft Excel, Employee Training, Fundraising, Access, Call Centers, Recruiting, Employee Benefits, Event Planning, Hiring, Organizational..., Sales
Education
Ashford University 2009 — 2013
Bachelor's degree, Health Care Management, A
Hawaii Pacific University 1998 — 2000
Reseda High School 1972 — 1974
Khare Sandeep's KPMG Peat Marwick Experience 1998 - 1999
Job AVP, Barclays.
Industry Computer Software
Experience
Barclays Investment Bank April 2012 - Present
Citi July 2011 - April 2012
Morgan Stanley July 2004 - June 2011
LexisNexis 2000 - 2004
Addison Wiseley Longman, Prentice Hall 1999 - 2000
KPMG Peat Marwick 1998 - 1999
BellCore 1997 - 1998
Viman Software Technologies 1996 - 1997
Education
Indian Institute of Technology, Delhi 1995 — 1996
M. Tech, Computer Science
Aligarh Muslim University 1990 — 1994
B.Tech, Computer Science & Engg
Aligarh Muslim University 1988 — 1990
X+2, Physics, Maths, Chemistry
Our Lady of Fatima, Hr Secondary School 1984 — 1988
X, Class X
OLF , school 1982 — 1988
X, Class X
Barclays Investment Bank April 2012 - Present
Citi July 2011 - April 2012
Morgan Stanley July 2004 - June 2011
LexisNexis 2000 - 2004
Addison Wiseley Longman, Prentice Hall 1999 - 2000
KPMG Peat Marwick 1998 - 1999
BellCore 1997 - 1998
Viman Software Technologies 1996 - 1997
Education
Indian Institute of Technology, Delhi 1995 — 1996
M. Tech, Computer Science
Aligarh Muslim University 1990 — 1994
B.Tech, Computer Science & Engg
Aligarh Muslim University 1988 — 1990
X+2, Physics, Maths, Chemistry
Our Lady of Fatima, Hr Secondary School 1984 — 1988
X, Class X
OLF , school 1982 — 1988
X, Class X
Judith Schaaf's KPMG Peat Marwick Experience 1999 - 2002
Job Finance Business Analyst at SUPERVALU
Industry Financial Services
Experience
SuperValu 2004 - Present
KPMG Peat Marwick 1999 - 2002
Education
Universidad Autónoma de Sinaloa 1992 — 1997
BS, Public Accounting
SuperValu 2004 - Present
KPMG Peat Marwick 1999 - 2002
Education
Universidad Autónoma de Sinaloa 1992 — 1997
BS, Public Accounting
Sonia Cochran's KPMG Peat Marwick Experience 2002 - 2005
Job Financial Consultant at AXA
Industry Financial Services
Experience
AXA Marketing and Regional Sales
Free lance (self employed) January 2006 - December 2010
KPMG Peat Marwick 2002 - 2005
Ribeco Group 2003 - 2004
Eco Cabins 1998 - 2001
Ribeco Group (Panama) September 1996 - October 1998
Skills
Strategy, Management Consulting, Start-ups, Marketing, Management, Business Strategy, Sales, Leadership, Entrepreneurship, Project Management, Budgets, Change Management, Finance, Customer Service, Public Relations
Education
Brandeis International Business School 1994 — 1996
Universidad Latinoamericana de Ciencias y Tecnologia 1991 — 1995
M.Sc.
AXA Marketing and Regional Sales
Free lance (self employed) January 2006 - December 2010
KPMG Peat Marwick 2002 - 2005
Ribeco Group 2003 - 2004
Eco Cabins 1998 - 2001
Ribeco Group (Panama) September 1996 - October 1998
Skills
Strategy, Management Consulting, Start-ups, Marketing, Management, Business Strategy, Sales, Leadership, Entrepreneurship, Project Management, Budgets, Change Management, Finance, Customer Service, Public Relations
Education
Brandeis International Business School 1994 — 1996
Universidad Latinoamericana de Ciencias y Tecnologia 1991 — 1995
M.Sc.
Arnaud Goy's KPMG Peat Marwick Experience August 1998 - February 1999
Job Senior PreSales Consultant Manager at Dassault Systemes
Industry Information Technology and Services
Experience
Dassault Systemes April 2012 - Present
Dassault Systèmes July 2002 - March 2012
EADS Matra Datavision March 1999 - April 2002
KPMG Peat Marwick August 1998 - February 1999
Matra Datavision September 1996 - June 1998
Skills
Business Development, Product Lifecycle..., PDM, Catia, Automotive, CAD, Pre-sales, CAD/CAM, Configuration Management, Requirements Analysis, Aerospace, Integration, Enterprise Software, Change Management, Solution Selling
Education
INSA 1991 — 1996
Masters degree, Mechanical Engineering
Institut national des Sciences appliquées de Rouen 1991 — 1996
Master's degree, Mechanical Engineering
Dassault Systemes April 2012 - Present
Dassault Systèmes July 2002 - March 2012
EADS Matra Datavision March 1999 - April 2002
KPMG Peat Marwick August 1998 - February 1999
Matra Datavision September 1996 - June 1998
Skills
Business Development, Product Lifecycle..., PDM, Catia, Automotive, CAD, Pre-sales, CAD/CAM, Configuration Management, Requirements Analysis, Aerospace, Integration, Enterprise Software, Change Management, Solution Selling
Education
INSA 1991 — 1996
Masters degree, Mechanical Engineering
Institut national des Sciences appliquées de Rouen 1991 — 1996
Master's degree, Mechanical Engineering
Satya Doddi's KPMG Peat Marwick Experience April 1985 - April 1987
Job at Doddi Information Technologies, Inc.
Industry Information Technology and Services
Experience
Doddi Information Technologies, Inc. October 2010 - Present
NYC November 1987 - October 2010
NYC 1987 - 2007
KPMG Peat Marwick April 1985 - April 1987
Skills
Program Management, Project Management, SDLC, Analysis, Business Analysis
Education
Long Island University 1982 — 1984
MBA, Business
Andhra University 1977 — 1979
M.Com, International Business
Doddi Information Technologies, Inc. October 2010 - Present
NYC November 1987 - October 2010
NYC 1987 - 2007
KPMG Peat Marwick April 1985 - April 1987
Skills
Program Management, Project Management, SDLC, Analysis, Business Analysis
Education
Long Island University 1982 — 1984
MBA, Business
Andhra University 1977 — 1979
M.Com, International Business
Christine Guerra's KPMG Peat Marwick Experience September 1989 - September 1991
Job Consultant at Christine Guerra, CPA
Industry Accounting
Experience
Dixon Hughes PLLC January 2007 - Present
Christine Guerra, CPA July 2002 - Present
BDO Seidman, LLP 1998 - 2006
Chase Manhattan Bank 1987 - 1998
KPMG Peat Marwick September 1989 - September 1991
Skills
Budget Analysis, Forecast Modeling, Financial Analysis, Financial Modeling, Budget, Analysis, Financial Reporting, Due Diligence, Accounting, Managerial Finance, Forecasting, Healthcare, Strategic Financial..., Process Improvement, Corporate Finance, Finance, Budgets, Business Planning, Strategic Planning, Auditing, Management
Education
Adelphi University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Dixon Hughes PLLC January 2007 - Present
Christine Guerra, CPA July 2002 - Present
BDO Seidman, LLP 1998 - 2006
Chase Manhattan Bank 1987 - 1998
KPMG Peat Marwick September 1989 - September 1991
Skills
Budget Analysis, Forecast Modeling, Financial Analysis, Financial Modeling, Budget, Analysis, Financial Reporting, Due Diligence, Accounting, Managerial Finance, Forecasting, Healthcare, Strategic Financial..., Process Improvement, Corporate Finance, Finance, Budgets, Business Planning, Strategic Planning, Auditing, Management
Education
Adelphi University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Sandor Grosz's KPMG Peat Marwick Experience December 1983 - June 1988
Job Chief Financial Officer at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon May 2009 - Present
Ineum Consulting January 2009 - April 2009
Parson Consulting October 2007 - April 2009
Technology Solutions Company April 1997 - September 2007
Management Consulting Group July 1988 - March 1997
KPMG Peat Marwick December 1983 - June 1988
Peterson & Co. October 1980 - November 1983
Arthur Andersen & Co. September 1977 - October 1980
Education
Arizona State University 1975 — 1977
BS, Accounting
Kurt Salmon May 2009 - Present
Ineum Consulting January 2009 - April 2009
Parson Consulting October 2007 - April 2009
Technology Solutions Company April 1997 - September 2007
Management Consulting Group July 1988 - March 1997
KPMG Peat Marwick December 1983 - June 1988
Peterson & Co. October 1980 - November 1983
Arthur Andersen & Co. September 1977 - October 1980
Education
Arizona State University 1975 — 1977
BS, Accounting
Leslie Hammond's KPMG Peat Marwick Experience February 1998 - September 2001
Job CFO, CPA
Industry Construction
Experience
The Lauren Corporation February 2005 - Present
Lauren Engineers & Constructors 2005 - Present
KPMG Peat Marwick February 1998 - September 2001
Education
Abilene Christian University 1978 — 1986
BBA, Accounting
The Lauren Corporation February 2005 - Present
Lauren Engineers & Constructors 2005 - Present
KPMG Peat Marwick February 1998 - September 2001
Education
Abilene Christian University 1978 — 1986
BBA, Accounting
Mike Menechella, C.P.M.'s KPMG Peat Marwick Experience June 1977 - March 1981
Job Director Global Hardware Sourcing at American International Group
Industry Financial Services
Experience
American International Group May 2010 - Present
Merrill Lynch/ Bank of America January 2003 - May 2010
Quest Diagnostics May 2001 - January 2003
Verizon Wireless April 2000 - May 2001
Self Employed March 1998 - April 2000
American Stock Exchange January 1994 - March 1998
MDM Cleaning Services August 1987 - January 1994
American Stock Exchange March 1981 - August 1987
KPMG Peat Marwick June 1977 - March 1981
US Army May 1972 - May 1974
Skills
Vendor Management, Contract Negotiation, Process Improvement, Supply Management, Global Sourcing, Procurement, Strategic Sourcing, Outsourcing, Sourcing, Risk Management, Management, Negotiation, Purchasing, Supply Chain Management, Change Management, Contract Management, Cross-functional Team..., Supply Chain, Business Process..., Ariba, Six Sigma, Business Analysis, E-procurement, Leadership, Strategic Planning, Strategy, Budgets, Finance, Forecasting, Governance, Program Management, Analysis, Telecommunications, Spend Analysis, eSourcing, ERP, SAP, RFP, Project Portfolio..., Business Transformation, Executive Management, B2B, IT Strategy, Offshoring
Education
City University of New York-Baruch College
BBA, Accounting
American International Group May 2010 - Present
Merrill Lynch/ Bank of America January 2003 - May 2010
Quest Diagnostics May 2001 - January 2003
Verizon Wireless April 2000 - May 2001
Self Employed March 1998 - April 2000
American Stock Exchange January 1994 - March 1998
MDM Cleaning Services August 1987 - January 1994
American Stock Exchange March 1981 - August 1987
KPMG Peat Marwick June 1977 - March 1981
US Army May 1972 - May 1974
Skills
Vendor Management, Contract Negotiation, Process Improvement, Supply Management, Global Sourcing, Procurement, Strategic Sourcing, Outsourcing, Sourcing, Risk Management, Management, Negotiation, Purchasing, Supply Chain Management, Change Management, Contract Management, Cross-functional Team..., Supply Chain, Business Process..., Ariba, Six Sigma, Business Analysis, E-procurement, Leadership, Strategic Planning, Strategy, Budgets, Finance, Forecasting, Governance, Program Management, Analysis, Telecommunications, Spend Analysis, eSourcing, ERP, SAP, RFP, Project Portfolio..., Business Transformation, Executive Management, B2B, IT Strategy, Offshoring
Education
City University of New York-Baruch College
BBA, Accounting
Jeff Darlington, CPA's KPMG Peat Marwick Experience May 1989 - January 1993
Job Executive Vice President & Chief Financial Officer at Wintrust Commercial Finance
Industry Financial Services
Experience
Wintrust Commercial Finance April 2015 - Present
AIG December 2007 - April 2015
CIT March 2006 - December 2007
CIT May 2004 - March 2006
ORIX January 2002 - May 2004
CitiCapital June 1995 - January 2002
Price Waterhouse January 1993 - June 1995
KPMG Peat Marwick May 1989 - January 1993
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Services, Credit, Credit Analysis, Portfolio Management, Credit Risk, Financial Modeling, Underwriting, Auditing, Risk Management, Commercial Lending, Financial Risk, Loans, Corporate Finance, Banking, Due Diligence, Board of Directors..., Commercial Leasing, Corporate Tax, Cross-border..., Cross-functional Team..., Asset-backed..., US GAAP, Financial Accounting, Management Accounting, Accounting Applications, Management Consulting, Re-engineering Projects, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Internal Controls, Financial Planning
Education
Baylor University - Hankamer School of Business 1984 — 1989
BBA, Accounting and Information Systems
Wintrust Commercial Finance April 2015 - Present
AIG December 2007 - April 2015
CIT March 2006 - December 2007
CIT May 2004 - March 2006
ORIX January 2002 - May 2004
CitiCapital June 1995 - January 2002
Price Waterhouse January 1993 - June 1995
KPMG Peat Marwick May 1989 - January 1993
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Services, Credit, Credit Analysis, Portfolio Management, Credit Risk, Financial Modeling, Underwriting, Auditing, Risk Management, Commercial Lending, Financial Risk, Loans, Corporate Finance, Banking, Due Diligence, Board of Directors..., Commercial Leasing, Corporate Tax, Cross-border..., Cross-functional Team..., Asset-backed..., US GAAP, Financial Accounting, Management Accounting, Accounting Applications, Management Consulting, Re-engineering Projects, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Internal Controls, Financial Planning
Education
Baylor University - Hankamer School of Business 1984 — 1989
BBA, Accounting and Information Systems
Frank Armo's KPMG Peat Marwick Experience 1981 - 1988
Job Director, Senior Lead Program Manager Retirement & Individual Financial Services
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
Christopher Jannes's KPMG Peat Marwick Experience August 1996 - September 1998
Job Vice President Tax at Delek US Holdings
Industry Oil & Energy
Experience
Delek US Holdings, Inc. May 2014 - Present
Sodexo December 2006 - May 2014
Sodexo August 2011 - October 2012
Arrow Electronics September 2006 - December 2006
VIASYS Healthcare May 2005 - August 2006
Sanofi Pasteur (F/K/A Aventis Pasteur) April 2002 - May 2005
Aventis CropScience LLP (F/K/A Rhone Poulenc AG Co) February 2000 - March 2002
Deloitte & Touche September 1998 - January 2000
KPMG Peat Marwick August 1996 - September 1998
Coopers & Lybrand November 1989 - July 1996
Skills
Tax, Income Tax, Accounting, Corporate Tax, Tax Accounting, Tax Research, Sarbanes-Oxley Act, Transfer Pricing, Risk Management, International Tax, SAP, US GAAP, Financial Reporting, CPA, Internal Controls, GAAP, IFRS, Sarbanes-Oxley, Consolidation, Sales Tax, SEC filings, Financial Accounting, Tax Preparation, Tax Returns, People Development, SEC Filings, People Management
Education
LIU Post 1992 — 1996
MS
Alfred University 1984 — 1988
BS
Delek US Holdings, Inc. May 2014 - Present
Sodexo December 2006 - May 2014
Sodexo August 2011 - October 2012
Arrow Electronics September 2006 - December 2006
VIASYS Healthcare May 2005 - August 2006
Sanofi Pasteur (F/K/A Aventis Pasteur) April 2002 - May 2005
Aventis CropScience LLP (F/K/A Rhone Poulenc AG Co) February 2000 - March 2002
Deloitte & Touche September 1998 - January 2000
KPMG Peat Marwick August 1996 - September 1998
Coopers & Lybrand November 1989 - July 1996
Skills
Tax, Income Tax, Accounting, Corporate Tax, Tax Accounting, Tax Research, Sarbanes-Oxley Act, Transfer Pricing, Risk Management, International Tax, SAP, US GAAP, Financial Reporting, CPA, Internal Controls, GAAP, IFRS, Sarbanes-Oxley, Consolidation, Sales Tax, SEC filings, Financial Accounting, Tax Preparation, Tax Returns, People Development, SEC Filings, People Management
Education
LIU Post 1992 — 1996
MS
Alfred University 1984 — 1988
BS
Vernita Aikens's KPMG Peat Marwick Experience June 1997 - April 2003
Job Realtor
Industry Financial Services
Experience
Keller Williams Dallas Preston Road September 2015 - Present
Ernst & Young November 2011 - April 2013
Parkland Hospital August 2010 - November 2011
Alcatel-Lucent March 2006 - May 2009
KPMG Peat Marwick June 1997 - April 2003
EDS Corporation September 1986 - May 1997
EDS Corporation September 1986 - May 1997
Skills
Payroll, Problem Solving, Expatriate..., Coordination, Vendor Management, Process Improvement, Compensation..., Expatriate Management, Microsoft Excel, Public Speaking, Leadership, Leadership Development, Microsoft Word, Program Management, Policy, Management, Accounting, HRIS, Employee Relations, Performance Management, Human Resources, Microsoft Office, Employee Benefits, Customer Service, Team Building, Teaching, Research, Nonprofits
Education
Ball State University
Bachelor of Science, Sociology
Keller Williams Dallas Preston Road September 2015 - Present
Ernst & Young November 2011 - April 2013
Parkland Hospital August 2010 - November 2011
Alcatel-Lucent March 2006 - May 2009
KPMG Peat Marwick June 1997 - April 2003
EDS Corporation September 1986 - May 1997
EDS Corporation September 1986 - May 1997
Skills
Payroll, Problem Solving, Expatriate..., Coordination, Vendor Management, Process Improvement, Compensation..., Expatriate Management, Microsoft Excel, Public Speaking, Leadership, Leadership Development, Microsoft Word, Program Management, Policy, Management, Accounting, HRIS, Employee Relations, Performance Management, Human Resources, Microsoft Office, Employee Benefits, Customer Service, Team Building, Teaching, Research, Nonprofits
Education
Ball State University
Bachelor of Science, Sociology
Dale Dodson's KPMG Peat Marwick Experience June 1967 - August 1982
Job CEO at Dalcor Companies
Industry Real Estate
Experience
Dalcor Companies August 1982 - Present
KPMG Peat Marwick June 1967 - August 1982
Skills
Real Estate Development, Contract Negotiation, Real Estate, Real Estate Economics, Disposition, Investment Properties, Finance, Real Estate Transactions, Small Business, Marketing Strategy, Acquisitions, Property Management, Due Diligence, Apartments, Asset Management, Corporate Real Estate, Auditing, Brokerage, Commercial Real Estate, Investments, Investors, Leases, Location Intelligence, Mergers & Acquisitions, Private Equity, Property, Real Estate Financing, Valuation, Land Acquisition
Education
Angelo State University 1965 — 1967
BBA, Accounting
Stanford University
Exec MBA
Dalcor Companies August 1982 - Present
KPMG Peat Marwick June 1967 - August 1982
Skills
Real Estate Development, Contract Negotiation, Real Estate, Real Estate Economics, Disposition, Investment Properties, Finance, Real Estate Transactions, Small Business, Marketing Strategy, Acquisitions, Property Management, Due Diligence, Apartments, Asset Management, Corporate Real Estate, Auditing, Brokerage, Commercial Real Estate, Investments, Investors, Leases, Location Intelligence, Mergers & Acquisitions, Private Equity, Property, Real Estate Financing, Valuation, Land Acquisition
Education
Angelo State University 1965 — 1967
BBA, Accounting
Stanford University
Exec MBA
Brad Mahanay's KPMG Peat Marwick Experience June 1989 - June 1990
Job Partner at Wick Phillips LLP
Industry Law Practice
Experience
Wick Phillips LLP June 2009 - Present
INVISTA January 2005 - August 2008
Weil Gotshal and Manges February 1998 - December 2004
Patton Boggs LLP July 1997 - January 1998
Hughes & Luce, LLP April 1995 - July 1997
KPMG Peat Marwick June 1989 - June 1990
Education
Baylor University School of Law 1992 — 1995
J.D., Law
University of Oklahoma 1985 — 1989
BBA, Accounting
Wick Phillips LLP June 2009 - Present
INVISTA January 2005 - August 2008
Weil Gotshal and Manges February 1998 - December 2004
Patton Boggs LLP July 1997 - January 1998
Hughes & Luce, LLP April 1995 - July 1997
KPMG Peat Marwick June 1989 - June 1990
Education
Baylor University School of Law 1992 — 1995
J.D., Law
University of Oklahoma 1985 — 1989
BBA, Accounting
Steve Paulus's KPMG Peat Marwick Experience 1985 - 1994
Job Southeast Michigan Regional Vice President, Strategy at Trinity Health
Industry Hospital & Health Care
Experience
Trinity Health October 2007 - Present
Trinity Health March 2005 - September 2007
Noblis 2003 - 2005
Kurt Salmon Associates 1997 - 2003
University of Michigan Health System 1994 - 1997
KPMG Peat Marwick 1985 - 1994
Skills
Market, Network Development, Healthcare, Hospitals, Management Consulting, Strategy, Consulting, Healthcare Management, Program Management, Healthcare Consulting, Performance Improvement, Leadership Development, Executive Management, Clinical Research, EHR, Team Building, Organizational..., Business Strategy, EMR, Management, Healthcare Industry, Informatics, Physicians, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
Master of Business Administration (MBA), Finance, Strategy
Aquinas College 1976 — 1980
Bachelor of Science (BS)
Trinity Health October 2007 - Present
Trinity Health March 2005 - September 2007
Noblis 2003 - 2005
Kurt Salmon Associates 1997 - 2003
University of Michigan Health System 1994 - 1997
KPMG Peat Marwick 1985 - 1994
Skills
Market, Network Development, Healthcare, Hospitals, Management Consulting, Strategy, Consulting, Healthcare Management, Program Management, Healthcare Consulting, Performance Improvement, Leadership Development, Executive Management, Clinical Research, EHR, Team Building, Organizational..., Business Strategy, EMR, Management, Healthcare Industry, Informatics, Physicians, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
Master of Business Administration (MBA), Finance, Strategy
Aquinas College 1976 — 1980
Bachelor of Science (BS)
Sanjay Vidyadharan's KPMG Peat Marwick Experience 1996 - 1997
Job Chief Legal Officer / Chief Information Officer at Marlabs Inc
Industry Information Technology and Services
Experience
Marlabs Inc 1998 - Present
KPMG Peat Marwick 1996 - 1997
Education
Arizona State University College of Law
JD
Arizona State University - W. P. Carey School of Business
MS, Information Systems
Thunderbird School of Global Management
MBA, Global Management
College of Engineering, Trivandrum
B. Tech., Electrical
Marlabs Inc 1998 - Present
KPMG Peat Marwick 1996 - 1997
Education
Arizona State University College of Law
JD
Arizona State University - W. P. Carey School of Business
MS, Information Systems
Thunderbird School of Global Management
MBA, Global Management
College of Engineering, Trivandrum
B. Tech., Electrical
Talbert S Weeks's KPMG Peat Marwick Experience October 1986 - June 1989
Job ADMINISTRATIVE LAW JUDGE
Industry Judiciary
Experience
New York City Department of Finance December 2003 - Present
Clarity Payment Solutions, Inc. April 2000 - December 2003
TSYS Prepaid (Clarity Payment Solutions) 1999 - 2003
Dewey & LeBoeuf LLP, Formerly LeBoeuf, Lamb, Greene & MacRae, LLP September 1992 - April 2000
KPMG Peat Marwick October 1986 - June 1989
UHY Advisors, Formerly Urbach Kahn & Werlin, P.C. October 1984 - October 1986
Education
Georgetown University Law Center 1989 — 1992
JD, Law
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
New York City Department of Finance December 2003 - Present
Clarity Payment Solutions, Inc. April 2000 - December 2003
TSYS Prepaid (Clarity Payment Solutions) 1999 - 2003
Dewey & LeBoeuf LLP, Formerly LeBoeuf, Lamb, Greene & MacRae, LLP September 1992 - April 2000
KPMG Peat Marwick October 1986 - June 1989
UHY Advisors, Formerly Urbach Kahn & Werlin, P.C. October 1984 - October 1986
Education
Georgetown University Law Center 1989 — 1992
JD, Law
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Nick DiBitetto's KPMG Peat Marwick Experience September 1985 - January 1988
Job President at Edison Tax Services LLC
Industry Real Estate
Experience
Edison Tax Services LLC December 2008 - Present
Advance Realty Group May 2002 - August 2006
SJP Properties March 1998 - September 2000
VIB Real Estate Inc. February 1989 - March 1998
The Related Companies January 1988 - February 1989
KPMG Peat Marwick September 1985 - January 1988
Skills
Real Estate, Property Management, Disposition, Leases, Real Estate Development, Real Estate Economics, Negotiation, Real Estate Transactions, Tenant, Corporate Real Estate, Brokerage, Landlords, Lease Administration, Location Intelligence, Investment Properties, Dispositions
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Edison Tax Services LLC December 2008 - Present
Advance Realty Group May 2002 - August 2006
SJP Properties March 1998 - September 2000
VIB Real Estate Inc. February 1989 - March 1998
The Related Companies January 1988 - February 1989
KPMG Peat Marwick September 1985 - January 1988
Skills
Real Estate, Property Management, Disposition, Leases, Real Estate Development, Real Estate Economics, Negotiation, Real Estate Transactions, Tenant, Corporate Real Estate, Brokerage, Landlords, Lease Administration, Location Intelligence, Investment Properties, Dispositions
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Joshua Carder's KPMG Peat Marwick Experience July 2000 - January 2003
Job President, United Claim Solutions
Industry Insurance
Experience
United Claim Solutions January 2003 - Present
KPMG Peat Marwick July 2000 - January 2003
Skills
Insurance, Claim, Executive Management, Due Diligence, Claims Management, Health Insurance, Auditing, Health Policy, Management, Underwriting, Employee Benefits, Medicare, Disability Insurance, Healthcare, Managed Care, Strategic Planning
Education
Arizona State University 1996 — 2000
Bachelor's degree, Accounting
United Claim Solutions January 2003 - Present
KPMG Peat Marwick July 2000 - January 2003
Skills
Insurance, Claim, Executive Management, Due Diligence, Claims Management, Health Insurance, Auditing, Health Policy, Management, Underwriting, Employee Benefits, Medicare, Disability Insurance, Healthcare, Managed Care, Strategic Planning
Education
Arizona State University 1996 — 2000
Bachelor's degree, Accounting
Denise DeCarlo's KPMG Peat Marwick Experience January 1989 - January 1991
Job Consultant at Robert Half Management Resources
Industry Leisure, Travel & Tourism
Experience
Robert Half Management Resources November 2014 - Present
JPMorgan Chase March 2011 - July 2014
Avis Budget Group February 1998 - January 2011
Cablevision January 1992 - January 1998
American Movie Classics 1996 - 1998
Cablevision Corporate 1995 - 1998
KPMG Peat Marwick January 1989 - January 1991
Skills
Financial Analysis, Forecasting, Customer Relations, Pricing, Analysis, Budgeting, Customer Profitability, Marketing Analytics, ROI Optimization
Education
Adelphi University
B.B.A, Accounting
Robert Half Management Resources November 2014 - Present
JPMorgan Chase March 2011 - July 2014
Avis Budget Group February 1998 - January 2011
Cablevision January 1992 - January 1998
American Movie Classics 1996 - 1998
Cablevision Corporate 1995 - 1998
KPMG Peat Marwick January 1989 - January 1991
Skills
Financial Analysis, Forecasting, Customer Relations, Pricing, Analysis, Budgeting, Customer Profitability, Marketing Analytics, ROI Optimization
Education
Adelphi University
B.B.A, Accounting
Jeff Heath's KPMG Peat Marwick Experience April 1984 - August 1989
Job CFO at Mac Haik Automotive Group
Industry Automotive
Experience
Mac Haik Automotive Group March 2006 - Present
Ray Childress Automotive Group September 2004 - March 2006
Bill Heard Chevrolet April 1997 - September 2004
Charlie Thomas Dealerships August 1989 - April 1997
KPMG Peat Marwick April 1984 - August 1989
BFI 1982 - 1984
Skills
Finance, Leadership, Automobile, Profit, Customer Satisfaction, Revenue Recognition, Automotive, Sales Management, Inventory Management, Forecasting, Negotiation, Purchasing, ADP Payroll, Team Building, Customer Service, CMA, Accounting, Financial Analysis, Working Capital..., Clutter Control, Dealers, Essbase, Microsoft Office, Financial Reporting, Retail, Cash Management, Budgets, Operations Management, Parts, International Accounting, Vehicles
Education
Baylor University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Accounting
Mac Haik Automotive Group March 2006 - Present
Ray Childress Automotive Group September 2004 - March 2006
Bill Heard Chevrolet April 1997 - September 2004
Charlie Thomas Dealerships August 1989 - April 1997
KPMG Peat Marwick April 1984 - August 1989
BFI 1982 - 1984
Skills
Finance, Leadership, Automobile, Profit, Customer Satisfaction, Revenue Recognition, Automotive, Sales Management, Inventory Management, Forecasting, Negotiation, Purchasing, ADP Payroll, Team Building, Customer Service, CMA, Accounting, Financial Analysis, Working Capital..., Clutter Control, Dealers, Essbase, Microsoft Office, Financial Reporting, Retail, Cash Management, Budgets, Operations Management, Parts, International Accounting, Vehicles
Education
Baylor University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Accounting
Colin Johns's KPMG Peat Marwick Experience October 1981 - February 1989
Job Partner, Hemming Morse, LLP
Industry Accounting
Experience
Hemming Morse LLP January 2012 - Present
Hemming Morse, Inc. February 1989 - December 2011
KPMG Peat Marwick October 1981 - February 1989
KMG Thomson McLintock & Co. August 1977 - October 1981
Skills
Business Valuation, Forensic Accounting, Expert Witness, Litigation Support, Audit Committee, Valuation, GAAP, Fraud, Assurance, CPA, Forensic Analysis, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act
Education
Manchester Business School 1974 — 1977
BA (Econ) Hons, Accounting and Business Finance
Hemming Morse LLP January 2012 - Present
Hemming Morse, Inc. February 1989 - December 2011
KPMG Peat Marwick October 1981 - February 1989
KMG Thomson McLintock & Co. August 1977 - October 1981
Skills
Business Valuation, Forensic Accounting, Expert Witness, Litigation Support, Audit Committee, Valuation, GAAP, Fraud, Assurance, CPA, Forensic Analysis, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act
Education
Manchester Business School 1974 — 1977
BA (Econ) Hons, Accounting and Business Finance
Jam-Pore Erich Ou's KPMG Peat Marwick Experience September 1988 - 1989
Job Senior Tax Accounting & Compliance Specialist at NSTAR
Industry Utilities
Experience
NSTAR November 2009 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) 2009 - Present
BearingPoint, Inc. December 2001 - November 2009
Liberty Mutual Insurance June 2001 - November 2001
PAREXEL April 2000 - June 2001
BankBoston August 1997 - April 2000
BankBoston June 1995 - August 1997
Blue Cross Blue Shield of Massachusetts October 1993 - May 1995
Landa & Altsher, P.C. November 1989 - September 1993
KPMG Peat Marwick September 1988 - 1989
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1988
MSA, Accounting
Indiana University of Pennsylvania 1980 — 1982
MBA, Accounting & MIS
NSTAR November 2009 - Present
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) 2009 - Present
BearingPoint, Inc. December 2001 - November 2009
Liberty Mutual Insurance June 2001 - November 2001
PAREXEL April 2000 - June 2001
BankBoston August 1997 - April 2000
BankBoston June 1995 - August 1997
Blue Cross Blue Shield of Massachusetts October 1993 - May 1995
Landa & Altsher, P.C. November 1989 - September 1993
KPMG Peat Marwick September 1988 - 1989
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1988
MSA, Accounting
Indiana University of Pennsylvania 1980 — 1982
MBA, Accounting & MIS
Deborah Novotny's KPMG Peat Marwick Experience January 1987 - May 1988
Job Senior Consultant at The BridgePoint Group, LLC
Industry Financial Services
Experience
The BridgePoint Group, LLC August 2010 - Present
SPARK 2011 - 2014
SPARK 2011 - 2014
T. Rowe Price Retirement Plan Services, Inc. May 1988 - June 2009
KPMG Peat Marwick January 1987 - May 1988
Skills
ERISA, 401k, Retirement, Retirement Planning, Risk Management, Mutual Funds, Financial Services, Defined Benefit, Employee Benefits, Defined Contribution, Equities, Investments, Pensions, Series 63, 403, 457, government retirement..., ERISA Compliance, NQDC Plans
Education
Adelphi University
BS, Financial Planning, ERISA Paralegal Studies
The BridgePoint Group, LLC August 2010 - Present
SPARK 2011 - 2014
SPARK 2011 - 2014
T. Rowe Price Retirement Plan Services, Inc. May 1988 - June 2009
KPMG Peat Marwick January 1987 - May 1988
Skills
ERISA, 401k, Retirement, Retirement Planning, Risk Management, Mutual Funds, Financial Services, Defined Benefit, Employee Benefits, Defined Contribution, Equities, Investments, Pensions, Series 63, 403, 457, government retirement..., ERISA Compliance, NQDC Plans
Education
Adelphi University
BS, Financial Planning, ERISA Paralegal Studies
Edmond Wong's KPMG Peat Marwick Experience 1994 - 1995
Job Corporate Director, Finance and Accounting at Saint Vincents Catholic Medical Centers NY/USFHP
Industry Hospital & Health Care
Experience
Saint Vincents Catholic Medical Centers/US Family Health Plan 2012 - Present
Various 2008 - November 2012
Geneva Watch Group 2004 - 2008
Virtual Growth Inc 2000 - 2003
McCann Erickson 1998 - 2000
Associated Press 1996 - 1998
Lowe and Partners Worldwide 1995 - 1996
KPMG Peat Marwick 1994 - 1995
Skills
Auditing, Strategic Planning, Project Management, Sales Analysis, Employee Training, Forecasting, Pricing, Finance, Leadership, ERP, Business Process..., Financial Reporting, Budgeting, Government Contract..., Microsoft Excel, Microsoft Access, Process Improvement, Budgets, Business Analysis, Accounting, Strategy
Education
Amberton University 2011 — 2013
Master of Business Administration (MBA), Management
Pace University - Lubin School of Business 1990 — 1995
BBA, Finance
Saint Vincents Catholic Medical Centers/US Family Health Plan 2012 - Present
Various 2008 - November 2012
Geneva Watch Group 2004 - 2008
Virtual Growth Inc 2000 - 2003
McCann Erickson 1998 - 2000
Associated Press 1996 - 1998
Lowe and Partners Worldwide 1995 - 1996
KPMG Peat Marwick 1994 - 1995
Skills
Auditing, Strategic Planning, Project Management, Sales Analysis, Employee Training, Forecasting, Pricing, Finance, Leadership, ERP, Business Process..., Financial Reporting, Budgeting, Government Contract..., Microsoft Excel, Microsoft Access, Process Improvement, Budgets, Business Analysis, Accounting, Strategy
Education
Amberton University 2011 — 2013
Master of Business Administration (MBA), Management
Pace University - Lubin School of Business 1990 — 1995
BBA, Finance
Gary Haag's KPMG Peat Marwick Experience June 1974 - March 1979
Job Trusted accounting professional
Industry Accounting
Experience
Washing Equipment Technologies 2007 - 2009
Tristar Logistics October 2006 - September 2007
Bausch & Lomb June 1994 - April 2005
Bausch & Lomb June 1986 - June 1994
Veramark Technologies June 1983 - June 1986
Sybron Dental Specialties April 1979 - January 1983
KPMG Peat Marwick June 1974 - March 1979
Education
Simon Graduate School of Business (UofR) 1972 — 1974
MBA
Amherst College 1968 — 1972
BA
Washing Equipment Technologies 2007 - 2009
Tristar Logistics October 2006 - September 2007
Bausch & Lomb June 1994 - April 2005
Bausch & Lomb June 1986 - June 1994
Veramark Technologies June 1983 - June 1986
Sybron Dental Specialties April 1979 - January 1983
KPMG Peat Marwick June 1974 - March 1979
Education
Simon Graduate School of Business (UofR) 1972 — 1974
MBA
Amherst College 1968 — 1972
BA
Barbara Corrigan's KPMG Peat Marwick Experience 1988 - 1991
Job Director of Finance and Adminstration at MOSA
Industry Accounting
Experience
MOSA 2007 - Present
Richardson Brands 2006 - 2007
Catholic Charities of the Diocese of Albany - Schenectady/Montgomery 2002 - 2006
Various SUNY and Private Institutions in NYS 1995 - 2004
Oneida Ltd. 1994 - 1994
KPMG Peat Marwick 1988 - 1991
Education
Alfred University 1999 — 2001
MBA
Le Moyne College 1984 — 1988
BS, Accounting
MOSA 2007 - Present
Richardson Brands 2006 - 2007
Catholic Charities of the Diocese of Albany - Schenectady/Montgomery 2002 - 2006
Various SUNY and Private Institutions in NYS 1995 - 2004
Oneida Ltd. 1994 - 1994
KPMG Peat Marwick 1988 - 1991
Education
Alfred University 1999 — 2001
MBA
Le Moyne College 1984 — 1988
BS, Accounting
Carrie Burchett's KPMG Peat Marwick Experience June 1997 - August 1998
Job Regional IT Manager, Complex Networking Solutions at AT&T
Industry Telecommunications
Experience
AT&T May 1999 - Present
AT&T January 2009 - September 2012
AT&T January 2004 - December 2008
IBM August 1998 - May 1999
KPMG Peat Marwick June 1997 - August 1998
Skills
Network Design, Network Engineering, IT Strategy, IT Management, Cloud Computing, Sales Management, Telecommunications..., Systems Engineering, Telepresence, Cloud Marketing, Private Cloud, Hybrid Cloud, IPSec, IPv6, Cisco Technologies, Nortel, Avaya IP Telephony, Juniper, Riverbed, Enterprise Software, Network Hardware, WAN Optimisation, LAN-WAN, IP PBX, Frame Relay, MPLS, Telecommunications, Sales Process, Product Development, Strategic Planning, Contract Negotiation, RFP Generation
Education
Andrew Jackson University 2007 — 2010
MBA, Strategic Management
University of South Florida 1993 — 1997
BA, Economics
East Lake High School 1990 — 1993
AT&T May 1999 - Present
AT&T January 2009 - September 2012
AT&T January 2004 - December 2008
IBM August 1998 - May 1999
KPMG Peat Marwick June 1997 - August 1998
Skills
Network Design, Network Engineering, IT Strategy, IT Management, Cloud Computing, Sales Management, Telecommunications..., Systems Engineering, Telepresence, Cloud Marketing, Private Cloud, Hybrid Cloud, IPSec, IPv6, Cisco Technologies, Nortel, Avaya IP Telephony, Juniper, Riverbed, Enterprise Software, Network Hardware, WAN Optimisation, LAN-WAN, IP PBX, Frame Relay, MPLS, Telecommunications, Sales Process, Product Development, Strategic Planning, Contract Negotiation, RFP Generation
Education
Andrew Jackson University 2007 — 2010
MBA, Strategic Management
University of South Florida 1993 — 1997
BA, Economics
East Lake High School 1990 — 1993
Kayoko Ohashi's KPMG Peat Marwick Experience 1997 - 1998
Job Director at Deloitte
Industry Management Consulting
Experience
Deloitte 1998 - Present
KPMG Peat Marwick 1997 - 1998
Coopers & Lybrand 1994 - 1997
Education
Fairfield University
Master of Science (MS), Taxation
Jissen Women's University
BA, Japanese Literture
Deloitte 1998 - Present
KPMG Peat Marwick 1997 - 1998
Coopers & Lybrand 1994 - 1997
Education
Fairfield University
Master of Science (MS), Taxation
Jissen Women's University
BA, Japanese Literture
Bruce Nickerson's KPMG Peat Marwick Experience June 1976 - May 1990
Job President, B.L. Nickerson & Associates, LLC
Industry Nonprofit Organization Management
Experience
B.L. Nickerson & Associates, LLC May 1990 - Present
KPMG Peat Marwick June 1976 - May 1990
US Air Force September 1968 - August 1972
Skills
Strategic Planning, Nonprofits, Security, Project Management, Leadership, Management Consulting, Accounting, Management, Consulting, Financial Reporting, Change Management, Business Analysis, Financial Analysis, Leadership Development, Program Management, Fundraising, Budgets, Team Building, Strategic Partnerships, Small Business, Project Planning, Internal Controls, Entrepreneurship, Non-profits, QuickBooks, Team Leadership, Auditing
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MS
Amherst College 1974 — 1976
AB
Middlesex Community College 1972 — 1974
AA
B.L. Nickerson & Associates, LLC May 1990 - Present
KPMG Peat Marwick June 1976 - May 1990
US Air Force September 1968 - August 1972
Skills
Strategic Planning, Nonprofits, Security, Project Management, Leadership, Management Consulting, Accounting, Management, Consulting, Financial Reporting, Change Management, Business Analysis, Financial Analysis, Leadership Development, Program Management, Fundraising, Budgets, Team Building, Strategic Partnerships, Small Business, Project Planning, Internal Controls, Entrepreneurship, Non-profits, QuickBooks, Team Leadership, Auditing
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MS
Amherst College 1974 — 1976
AB
Middlesex Community College 1972 — 1974
AA
Nancy C. Galya's KPMG Peat Marwick Experience January 1978 - January 1981
Job Administrator
Industry Publishing
Experience
Guideposts June 1978 - Present
MDRC October 2013 - January 2014
Guideposts January 1982 - July 2013
Guideposts September 1979 - December 1981
KPMG Peat Marwick January 1978 - January 1981
Skills
Editing, Public Speaking, Microsoft Office, Teaching, Customer Service, Microsoft Word, Budgets, Social Media, Research, Strategic Planning, Creative Writing, Copy Editing, Publishing, Proofreading, Magazines, Human Resources, Office Administration, Editorial Process, Editorial, Employment Law, Permissions, Lease Administration, Purchasing, Traffic Management, Operations Management, Analysis, Production Managment, Event Planning, Event Management, Department Budget..., Expense Budget..., Facilities Operations, Newsletters, Content Development, Project Management, Ebooks, Fact-checking, Management, Non-fiction, Published Author, Fiction, Freelance Writing, Online Publishing
Education
Hunter College
Master of Science, Education
Baruch College
Bachelor of Science, Education
Guideposts June 1978 - Present
MDRC October 2013 - January 2014
Guideposts January 1982 - July 2013
Guideposts September 1979 - December 1981
KPMG Peat Marwick January 1978 - January 1981
Skills
Editing, Public Speaking, Microsoft Office, Teaching, Customer Service, Microsoft Word, Budgets, Social Media, Research, Strategic Planning, Creative Writing, Copy Editing, Publishing, Proofreading, Magazines, Human Resources, Office Administration, Editorial Process, Editorial, Employment Law, Permissions, Lease Administration, Purchasing, Traffic Management, Operations Management, Analysis, Production Managment, Event Planning, Event Management, Department Budget..., Expense Budget..., Facilities Operations, Newsletters, Content Development, Project Management, Ebooks, Fact-checking, Management, Non-fiction, Published Author, Fiction, Freelance Writing, Online Publishing
Education
Hunter College
Master of Science, Education
Baruch College
Bachelor of Science, Education
Kyle Kirk's KPMG Peat Marwick Experience August 2000 - May 2002
Job Region Controller, Basic Energy Services
Industry Oil & Energy
Experience
Basic Energy Services November 2013 - Present
Peak Completion Technologies August 2012 - October 2013
Performance Chemical Company August 2010 - August 2012
Compressor Systems, Inc. February 2005 - July 2010
Basic Energy Services 2002 - 2005
KPMG Peat Marwick August 2000 - May 2002
Skills
Financial Reporting, Internal Controls, GAAP, Financial Analysis, Forecasting, Financial Accounting, Auditing, Budgets, Accounting, SEC filings
Education
Angelo State University 1995 — 2000
MBA, BBA, Accounting
Basic Energy Services November 2013 - Present
Peak Completion Technologies August 2012 - October 2013
Performance Chemical Company August 2010 - August 2012
Compressor Systems, Inc. February 2005 - July 2010
Basic Energy Services 2002 - 2005
KPMG Peat Marwick August 2000 - May 2002
Skills
Financial Reporting, Internal Controls, GAAP, Financial Analysis, Forecasting, Financial Accounting, Auditing, Budgets, Accounting, SEC filings
Education
Angelo State University 1995 — 2000
MBA, BBA, Accounting
John M. Cuccurullo, CPA, MBA, CGMA's KPMG Peat Marwick Experience 1983 - 1985
Job Managing Director at Turning Point Financial Consulting LLC
Industry Management Consulting
Experience
Turning Point Financial Consulting LLC October 2013 - Present
Geneva Watch Group 2003 - October 2013
Midway Games 1997 - 2002
WMS Industries 1988 - 1997
Morgan Stanley Dean Witter 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Finance, Accounting, Forecasting, Tax, Treasury, Cash Management, Cash Flow Forecasting, Organizational..., Business Analysis, P&L Forecasting, Asset Based Lending, Financial Reporting, IT Management, Business Valuation, Financial Statements, Business Strategy, Mergers & Acquisitions, Budgets, Financial Analysis, Management, SEC Filings, Financial Modeling, Strategic Planning
Education
Benedictine University 1999 — 2000
MBA, Finance, General
St. Francis College 1979 — 1983
BS, Accounting
Bishop Ford Central Catholic 1975 — 1979
Turning Point Financial Consulting LLC October 2013 - Present
Geneva Watch Group 2003 - October 2013
Midway Games 1997 - 2002
WMS Industries 1988 - 1997
Morgan Stanley Dean Witter 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Finance, Accounting, Forecasting, Tax, Treasury, Cash Management, Cash Flow Forecasting, Organizational..., Business Analysis, P&L Forecasting, Asset Based Lending, Financial Reporting, IT Management, Business Valuation, Financial Statements, Business Strategy, Mergers & Acquisitions, Budgets, Financial Analysis, Management, SEC Filings, Financial Modeling, Strategic Planning
Education
Benedictine University 1999 — 2000
MBA, Finance, General
St. Francis College 1979 — 1983
BS, Accounting
Bishop Ford Central Catholic 1975 — 1979
Brian Harraka, CPA, CGMA's KPMG Peat Marwick Experience 2000 - 2002
Job Head, Financial Reporting & Accounting at Novartis
Industry Accounting
Experience
Novartis 2013 - Present
Novartis 2010 - 2013
Novartis 2009 - 2010
Novartis 2006 - 2009
Reckitt Benckiser 2003 - 2006
KPMG Peat Marwick 2000 - 2002
Skills
Financial Reporting, IFRS, Financial Analysis, Accounting, GAAP, Forecasting, Budgeting, General Ledger, Revenue Recognition, Financial Modeling, Auditing, US GAAP, Financial Accounting, Financial Planning, Financial Management, Business Planning, Managerial Finance, Management, Strategic Financial..., Mergers & Acquisitions, SEC filings, Finance, Variance Analysis, Budgets, Process Improvement, Risk Management, Sarbanes-Oxley Act, Strategy, Financial Audits, Consolidation, Cost Accounting, Financial Statements, Hyperion Enterprise, Internal Audit, P&L, Executive Management, Financial Forecasting
Education
Babson College
Executive Education
Montclair State University
Accounting
Novartis 2013 - Present
Novartis 2010 - 2013
Novartis 2009 - 2010
Novartis 2006 - 2009
Reckitt Benckiser 2003 - 2006
KPMG Peat Marwick 2000 - 2002
Skills
Financial Reporting, IFRS, Financial Analysis, Accounting, GAAP, Forecasting, Budgeting, General Ledger, Revenue Recognition, Financial Modeling, Auditing, US GAAP, Financial Accounting, Financial Planning, Financial Management, Business Planning, Managerial Finance, Management, Strategic Financial..., Mergers & Acquisitions, SEC filings, Finance, Variance Analysis, Budgets, Process Improvement, Risk Management, Sarbanes-Oxley Act, Strategy, Financial Audits, Consolidation, Cost Accounting, Financial Statements, Hyperion Enterprise, Internal Audit, P&L, Executive Management, Financial Forecasting
Education
Babson College
Executive Education
Montclair State University
Accounting
Christine Doucette's KPMG Peat Marwick Experience 1995 - May 2011
Job IT Manager specializing in PeopleSoft HCM HR and Benefits | Benefits Administration | SelfService | Project Management
Industry Information Technology and Services
Experience
Eisai July 2013 - Present
Eisai Pharmaceuticals July 2013 - Present
Rutgers University May 2011 - July 2014
IBM - SME for Client KPMG May 2011 - July 2012
KPMG Peat Marwick 1995 - May 2011
ABC Television 1985 - 1995
Skills
SQR, Unix, SQL, PeopleSoft, Process Improvement, PeopleCode, Oracle, SDLC, IT Service Management, IT Strategy, Business Intelligence, Requirements Gathering, Business Process, Vendor Management, Change Management, Management, Software Development, Visio, Human Resources, Integration, Microsoft SQL Server, ERP, Analysis, Databases, Software Project..., Business Analysis, Requirements Analysis, Business Process..., Employee Benefits, Disaster Recovery
Education
Adelphi University
MA, Cardiac rehabilitation and Exercise Physiology
City University of New York-Brooklyn College
BS, Physical Education
Grumman Data Institute
Computer Programming
Eisai July 2013 - Present
Eisai Pharmaceuticals July 2013 - Present
Rutgers University May 2011 - July 2014
IBM - SME for Client KPMG May 2011 - July 2012
KPMG Peat Marwick 1995 - May 2011
ABC Television 1985 - 1995
Skills
SQR, Unix, SQL, PeopleSoft, Process Improvement, PeopleCode, Oracle, SDLC, IT Service Management, IT Strategy, Business Intelligence, Requirements Gathering, Business Process, Vendor Management, Change Management, Management, Software Development, Visio, Human Resources, Integration, Microsoft SQL Server, ERP, Analysis, Databases, Software Project..., Business Analysis, Requirements Analysis, Business Process..., Employee Benefits, Disaster Recovery
Education
Adelphi University
MA, Cardiac rehabilitation and Exercise Physiology
City University of New York-Brooklyn College
BS, Physical Education
Grumman Data Institute
Computer Programming
Anne Cavanaugh's KPMG Peat Marwick Experience May 1991 - July 1992
Job Quality Assurance Supervisor
Industry Education Management
Experience
Valley Forge Educational Services November 2013 - Present
Child Guidance Resource Centers April 2009 - August 2012
The Cavanaugh Group April 2008 - April 2009
Rockbridge Area Community Services May 2004 - November 2007
Western State Hospital December 2001 - May 2004
The Cavanaugh Group January 1996 - September 2001
Whetsell and Associates December 1993 - December 1995
Medicus Systems Corporation July 1992 - December 1993
KPMG Peat Marwick May 1991 - July 1992
The Bryn Mawr Hospital May 1989 - May 1991
Skills
Cross-functional Team..., Team Building, Quality Management, Customer Experience, Customer Satisfaction, Leadership Development, Corporate Compliance, Risk Management, Communication Skills, Healthcare Consulting, Strategic Thinking, Behavioral Health, Patient Advocacy, Advance Directives, Healthcare, JCAHO, Training, Program Management, Process Improvement, Hospitals, Strategic Planning, EMR, Leadership, Physicians, Supervisory Skills, Nursing, Medical Terminology, Customer Service, Healthcare Management, Policy, HIPAA, Management, Employee Relations, EHR, Quality Improvement, Public Speaking, Quality Assurance
Education
Certified Professional in Healthcare Quality 2010 — 2010
National Association for Healthcare Quality
Antioch University 1985 — 1987
Bachelor of Arts (B.A.), Human Services, General
Excelsior College 1979 — 1981
Bachelor's degree, Nursing
Delaware County Community College 1975 — 1977
AAS, Nursing
Haverford High School 1968 — 1971
High School Diploma, College Prep
Valley Forge Educational Services November 2013 - Present
Child Guidance Resource Centers April 2009 - August 2012
The Cavanaugh Group April 2008 - April 2009
Rockbridge Area Community Services May 2004 - November 2007
Western State Hospital December 2001 - May 2004
The Cavanaugh Group January 1996 - September 2001
Whetsell and Associates December 1993 - December 1995
Medicus Systems Corporation July 1992 - December 1993
KPMG Peat Marwick May 1991 - July 1992
The Bryn Mawr Hospital May 1989 - May 1991
Skills
Cross-functional Team..., Team Building, Quality Management, Customer Experience, Customer Satisfaction, Leadership Development, Corporate Compliance, Risk Management, Communication Skills, Healthcare Consulting, Strategic Thinking, Behavioral Health, Patient Advocacy, Advance Directives, Healthcare, JCAHO, Training, Program Management, Process Improvement, Hospitals, Strategic Planning, EMR, Leadership, Physicians, Supervisory Skills, Nursing, Medical Terminology, Customer Service, Healthcare Management, Policy, HIPAA, Management, Employee Relations, EHR, Quality Improvement, Public Speaking, Quality Assurance
Education
Certified Professional in Healthcare Quality 2010 — 2010
National Association for Healthcare Quality
Antioch University 1985 — 1987
Bachelor of Arts (B.A.), Human Services, General
Excelsior College 1979 — 1981
Bachelor's degree, Nursing
Delaware County Community College 1975 — 1977
AAS, Nursing
Haverford High School 1968 — 1971
High School Diploma, College Prep
Ellen Rosenfeld's KPMG Peat Marwick Experience November 1980 - July 2002
Job at
Industry Accounting
Experience
Skwiersky, Alpert & Bressler LLP November 2010 - Present
Elliot Horowitz & Company, LLP September 2002 - 2010
KPMG Peat Marwick November 1980 - July 2002
Skills
Administrative..., Microsoft Excel, Microsoft Word, Accounting, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Data Entry
Education
Katharine Gibbs School 1976 — 1977
Business, Secretarial
Baruch College, City University of New York (CUNY) 1974 — 1976
Business
Skwiersky, Alpert & Bressler LLP November 2010 - Present
Elliot Horowitz & Company, LLP September 2002 - 2010
KPMG Peat Marwick November 1980 - July 2002
Skills
Administrative..., Microsoft Excel, Microsoft Word, Accounting, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Data Entry
Education
Katharine Gibbs School 1976 — 1977
Business, Secretarial
Baruch College, City University of New York (CUNY) 1974 — 1976
Business
Diane Vollmer's KPMG Peat Marwick Experience 1978 - 1980
Job Client Director Citi Integrated Account Team at IBM
Industry Financial Services
Experience
IBM August 2013 - Present
Citigroup March 2012 - August 2013
Citi January 1998 - December 2011
Citicorp January 1990 - January 1998
Northrop Grumman Corporation 1980 - 1990
KPMG Peat Marwick 1978 - 1980
Skills
Strategic Sourcing, Supplier Management, Relationship Management, Vendor Management, Cost Reduction, Outsourcing, Change Management, Business Transformation, Program Management, Strategy, Global Sourcing, Financial Analysis, Sales Management, Leadership, Risk Management, Supply Management, Negotiation, Enterprise Software, CRM, Business Strategy, Sourcing, Telecommunications
Education
Hofstra University 1991 — 1995
MBA, Finance
Adelphi University 1975 — 1979
BBA, Accounting
IBM August 2013 - Present
Citigroup March 2012 - August 2013
Citi January 1998 - December 2011
Citicorp January 1990 - January 1998
Northrop Grumman Corporation 1980 - 1990
KPMG Peat Marwick 1978 - 1980
Skills
Strategic Sourcing, Supplier Management, Relationship Management, Vendor Management, Cost Reduction, Outsourcing, Change Management, Business Transformation, Program Management, Strategy, Global Sourcing, Financial Analysis, Sales Management, Leadership, Risk Management, Supply Management, Negotiation, Enterprise Software, CRM, Business Strategy, Sourcing, Telecommunications
Education
Hofstra University 1991 — 1995
MBA, Finance
Adelphi University 1975 — 1979
BBA, Accounting
Brian Burdzinski's KPMG Peat Marwick Experience 1986 - 1990
Job VP Finance and Accounting at Watt Companies
Industry Real Estate
Experience
Watt Companies March 2008 - Present
John Laing Homes 2000 - 2008
Western Pacific Housing 1998 - 2000
Dale Poe Real Estate Group 1995 - 1998
KB Homes 1992 - 1995
The Anden Group 1990 - 1992
KPMG Peat Marwick 1986 - 1990
Skills
Due Diligence, Entitlements, Real Estate Development, Finance, Real Estate, Property Management, Real Estate Economics, Real Estate Transactions, Leases, Land Acquisition, Disposition, Budgets, Residential Homes, Investment Properties, Contract Negotiation, Financial Analysis
Education
American Graduate School of Management
Master of Business Administration (M.B.A.)
California State University-Northridge
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
California State University-Northridge
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Watt Companies March 2008 - Present
John Laing Homes 2000 - 2008
Western Pacific Housing 1998 - 2000
Dale Poe Real Estate Group 1995 - 1998
KB Homes 1992 - 1995
The Anden Group 1990 - 1992
KPMG Peat Marwick 1986 - 1990
Skills
Due Diligence, Entitlements, Real Estate Development, Finance, Real Estate, Property Management, Real Estate Economics, Real Estate Transactions, Leases, Land Acquisition, Disposition, Budgets, Residential Homes, Investment Properties, Contract Negotiation, Financial Analysis
Education
American Graduate School of Management
Master of Business Administration (M.B.A.)
California State University-Northridge
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
California State University-Northridge
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Sharon Broyles, CPA, MST's KPMG Peat Marwick Experience August 1987 - March 1991
Job Tax Manager at EMC Corporation
Industry Information Technology and Services
Experience
EMC Corporation January 2005 - Present
Reebok International Ltd March 2001 - December 2003
EMC Corporation December 1996 - August 1999
Fleet Bank October 1995 - December 1996
Tambrands Inc June 1994 - October 1995
Reebok International Ltd March 1991 - January 1994
KPMG Peat Marwick August 1987 - March 1991
Skills
Income Tax, Tax, Corporate Tax, Auditing, Tax Preparation, Tax Accounting, International Tax, Tax Research, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Process Improvement, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Masters, Tax
Fairfield University 1983 — 1987
Bachelor of Science, Accounting
EMC Corporation January 2005 - Present
Reebok International Ltd March 2001 - December 2003
EMC Corporation December 1996 - August 1999
Fleet Bank October 1995 - December 1996
Tambrands Inc June 1994 - October 1995
Reebok International Ltd March 1991 - January 1994
KPMG Peat Marwick August 1987 - March 1991
Skills
Income Tax, Tax, Corporate Tax, Auditing, Tax Preparation, Tax Accounting, International Tax, Tax Research, Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Process Improvement, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Masters, Tax
Fairfield University 1983 — 1987
Bachelor of Science, Accounting
Kathy Gittins's KPMG Peat Marwick Experience January 1987 - December 1990
Job Lead Financial Analyst at NiSource
Industry Financial Services
Experience
NiSource April 2000 - Present
Bay State Gas Company April 1994 - April 2000
Bay State Gas Company December 1990 - April 1994
KPMG Peat Marwick January 1987 - December 1990
Allegheny College June 1984 - June 1986
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 1986 — 1987
MS, Accounting
Allegheny College
BS, Economics
NiSource April 2000 - Present
Bay State Gas Company April 1994 - April 2000
Bay State Gas Company December 1990 - April 1994
KPMG Peat Marwick January 1987 - December 1990
Allegheny College June 1984 - June 1986
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 1986 — 1987
MS, Accounting
Allegheny College
BS, Economics
Tina M. Powell's KPMG Peat Marwick Experience July 1990 - February 1992
Job Managed Accounting Services, Senior Accountant at Raffa, PC
Industry Financial Services
Experience
Raffa, PC April 2000 - Present
Prison Fellowship Ministries November 1994 - August 1999
Prison Fellowship Ministries August 1993 - November 1994
Prison Fellowship Ministries February 1992 - August 1993
KPMG Peat Marwick July 1990 - February 1992
Skills
CPA, Microsoft Excel, Microsoft Word, Highly detail oriented, Sage 50 (Peachtree)..., Sage 50 (Peachtree)..., Sage 50 (Peachtree)..., Sage Peachtree 2012..., Excellent oral &..., Auditing, Nonprofits, Financial Accounting, Financial Analysis, Budgets, General Ledger, Finance, Accounts Payable, Financial Statements, Internal Controls, Accounting, Financial Reporting, GAAP
Education
George Mason University 1987 — 1990
BS, Accounting
Amherst College 1984 — 1985
Raffa, PC April 2000 - Present
Prison Fellowship Ministries November 1994 - August 1999
Prison Fellowship Ministries August 1993 - November 1994
Prison Fellowship Ministries February 1992 - August 1993
KPMG Peat Marwick July 1990 - February 1992
Skills
CPA, Microsoft Excel, Microsoft Word, Highly detail oriented, Sage 50 (Peachtree)..., Sage 50 (Peachtree)..., Sage 50 (Peachtree)..., Sage Peachtree 2012..., Excellent oral &..., Auditing, Nonprofits, Financial Accounting, Financial Analysis, Budgets, General Ledger, Finance, Accounts Payable, Financial Statements, Internal Controls, Accounting, Financial Reporting, GAAP
Education
George Mason University 1987 — 1990
BS, Accounting
Amherst College 1984 — 1985
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY